Utah Transit Authority Electronic Fare Collection

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1 Utah Transit Authority Electronic Fare Collection Craig Roberts Smart Card Alliance Transportation Council Meeting Salt Lake City, Utah March 7,

2 Pilot Do something and learn beyond planning for Electronic Fare Collection Deploy EFC in a manageable number of buses Solve an immediate problem account for ski service passes See if fares can be collected with the new contactless credit and debit cards on the bus 2

3 3 41 Ski Buses

4 4 UTA Ski Service

5 Timing RFP - January 23, 2006 Ski service began - November 2006 Pilot duration through April 2007, to be continued next ski season 5

6 Project Team ERG Peppercoin OTI Chase Paymentech 6

7 Partners Pass Issuers Alta Resort Brighton Resort Solitude Resort Snowbird Resort Salt Lake Convention and Visitors Bureau 7

8 Partners Contactless Payment MasterCard Visa American Express KeyBank 8

9 9

10 BACK OFFICE TIER 4 Financial back office UTA bank Financial institutions Chase Paytech TCP/IP SSL Credit/Debit Payment Clearing (Peppercoin) Architecture FRONT OFFICE ERG BACK OFFICE TIER 3 CENTRAL SYSTEM TIER 2 - DEPOT SYSTEMS TIER 1 - FRONTOFFICE BackOffice Workstation Microsoft Windows XP LAN Timer/ converter Driver Display (UTA) Ethernet switch (UTA) LAN Ethernet switch (UTA) WLAN Access Point (UTA) WLAN (UTA) Power 24v KBD, VGA Debit/credit card reader RS232 Wireless LAN (802.11b) RS232 MDC with GPS (UTA) CP5000Lx Printer (UTA) Ethernet Firewall router WLAN WLAN ethernet bridge Vehicle WAN Photo Card Printer (UTA) UPS (UTA) Central System Server (1x) (Application & Database Server, Depot server) Microsoft Windows 2003 Server Microsoft SQLSERVER Workstation (UTA) MCR200 Ski Resort & Visitor s Bureau ISO A ISO A ISO TIER 0 - TICKET MEDIA & CARDS Credit/debit card EFC card, Mifare Ultralight Ski resort vicinity card

11 Front Office Distribution of pass product contactless cards by ski resort partners. Card stock has UTA chip and antenna along with resort art, magstripes, bar codes, and even RFID Contactless (ISO and compliant) readers on 41 ski service buses certified for contactless credit/debit Development of linkage of the readers to the existing UTA operator display Data collection regarding boardings including capture of location data via GPS. Utilization of wireless (WIFI) bus to garage communications for uploading and downloading data EFC works even if bus console and communications go down 11

12 Back Office Resorts given hot listing application Accounting for trips taken with passes ERG provides data view and UTA creates reports Clearance of payment network transactions: Stored on reader on bus Uploaded to ERG server at garage Transmitted to Peppercoin Transmitted to Chase Paymentech and AmEx for clearance Hot listing of not accepted cards Peppercoin provides view of transactions to card holders through web site 12

13 Pilot Transactions Type Jan 07 YTD Alta 4,084 10,957 Alta/Snowbird 1,061 2,604 Brighton 7,815 20,979 Snowbird 21,634 59,612 Solitude 3,510 8,996 Visitors Bureau 7,581 17,860 Credit/Debit UTA Guest 0 26 Total 45, ,236 13

14 Observations Thin specification Collaborative Development Value of a real project to break new ground Challenge of off-line contactless credit and debit Support of vision by the partners Pilot teaches whole organization how to deploy Driven by a deadline when the snow falls 14

15 Partnering with Payments Industry Getting everyone on board Technical collaboration Getting agreements in place for a nonroutine application PCI security standard Challenge of off-line transactions Cross promotion with issuers 15

16 16

17 UTA Approach to Electronic Fare Collection Collaborative development Open systems On bus and communications integration with other UTA systems Thin spec functional requirements Avoid UTA issuance of media Utilize opportunities re contactless credit/debit Separate EFC from fare boxes Learn by doing Incremental, iterative development Program office 17

18 EFC at UTA Beyond the Pilot Continuation of ski service pilot in year two Immediately embark on full system deployment 18

19 EFC Deployment Vision System-wide infrastructure for fixed route service Readers and validators on buses and platforms Communications Back office Initial application third party pass accounting Add other applications incrementally Contactless credit/debit capable Read others media where possible Build on open payments network architecture and infrastructure for fare products if possible Distance based fares: zone fares for commuter rail and intercounty express bus; option for system-wide 19

20 UTA System 500 regular buses Forty-one ski service buses 80 paratransit vehicles TRAX light rail line has 46 vehicles on two lines over 18 miles Commuter rail service is to start in 2008 with an initial 44 mile line Recent voter approval of funding for 4 additional TRAX lines and extension of commuter rail to 100 miles Only regional operator No AFC legacy before pilot 20

21 21 TRAX Routes and Stations

22 22

23 RFI UTA Requirements Request for comments on full system deployment requirements document EFC requirements workshop February 21, 2007 in Salt Lake City Three week window for further informal communication Issue RFP March 19,2007 System launch March

24 EFC Requirements Issues Contract form and business relationship with contractor to optimize performance, timeliness and cost Contractor to evolve from vendor to integrator? Cost plus instead of fixed price? Risk pools or performance incentives? Requirements and evaluation criteria re open systems and collaborative development Request for Proposal for Partnership (RFPP) UTA testbed for new concepts Can UTA readers read partner issued media including building access and federal FIPS cards? Incentivize validator taps on platforms for passes Credit/debit proof of payment Rail platform requirements Timing Launch March 2007? 24

25 Utah Transit Authority Electronic Fare Collection Craig Roberts croberts@rideuta.com 25