Regional Integration: A Matter of Policy and Technology Edward Pollan
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1 Regional Integration: A Matter of Policy and Technology Edward Pollan Senior Engineer LTK Engineering Services
2 Defining Regional Fare Integration Fare Integration: Customer Perspective: Seamless System Agency Perspective: Transparent, Rational Revenue Settlement Achieving Fare Integration: Technology? Policy?
3 Achieving Regional Fare Integration Technology: Accommodates fare structures & products of all agencies in a region Customer: One card for loading any necessary product Purchases the fare product(s) for a particular service E-purse covers other trips or upgrades Agency: Automates complex processes of fare system Financial settlement of revenue among agencies Consolidates business processes of fare system
4 Achieving Regional Fare Integration Policy: A Common Fare Product is valid for travel on service of all operators Customer Choice of product does not limit choice of service provider More service is available for travel with a single product Agency Rules of financial settlement may be more complex Technology can manage the complexity Regional fares may involve compromises to reach consensus
5 Achieving Regional Fare Integration Policy & Technology: A Common Fare Product valid for travel on all services and adjusting with travel frequency Customer Choice of product is not required prior to use Fare is adjusted with continued use over a defined interval Agency Rules of financial settlement may be more complex Technology can manage the complexity
6 Regional Fare Integration Case Study Connect Transit Card, Sacramento, CA Yuba-Sutter Placer County Roseville Yolobus Regional Transit (RT) El Dorado Folsom Stage Line Elk Grove
7 Connect Card Card-Based Smart Card Transit-agency issued cards Local transaction processing: btw card & reader Agency-Managed by RT Regional Service Center (RSC) Field & Shop Maintenance Call Center
8 Connect Card: The Agencies RT Yolo Elk Grove El Dorado Folsom Yuba-Sutter Annual Ridership 30,400,000 1,260, , , ,000 Rail Stations/ Platforms 49 stations/ 81 platforms #Buses 260 buses 58 buses 59 buses 20 buses 18 buses 49 buses Farebox GFI-Genfare Cents-a-Bill GFI-Genfare Odyssey GFI-Genfare Odyssey Drop box Drop box Drop box
9 Connect Card: Network Architecture Customers Retail Outlets Food Mart Customer PC Retail POS Terminal Public Retail Outlet UTFS Depot Computer Router Router UTFS Depot Computer Bus Bus Internet Hand-held Processors (in Cradle) Sacramento RT WAN Customer Service Terminals LRT Smart Media Processors & Fare Vendors Customer Service Terminals Light Rail Customer Service UTFS Depot Computer Router Router Router Regional Service Center Regional Service Center RCS Workstation Bank Card Processing and Settlement System Banking Service Sacramento RT Sacramento RT External Sacramento RT Regional Service Center (managed by RT staff) Router Router Merchant Services/ System Acquirer Customer Service Other Agencies RCS / Customer Service Workstation Other Connect Card Agencies
10 Connect Card: Field Equipment Add-Fare Machine: TOUCHfare Platform Validator: PROXstation Onboard Validator: PROXmobile Retail Sales Terminal: EVENDpc
11 Connect Card: Agency Fares Agency Monthly Passes will Remain Rider Fare Type RT Yolobus Elk Grove El Dorado Folsom Yuba- Sutter Adults Monthly Pass Monthly Pass $ $85.00 $80.00 $60.00 $30.00 Semi-Monthly Pass $50.00 Express Monthly Sticker (add'l) $25.00 Sac Commuter $ $ $ Iron Point Connector $90.00 Inter-Agency Pass - with RT RT Pass accepted for travel N/A accepted accepted jt fare only accepted jt fare only Yolo Sticker for RT pass $25.00 Sac Commuter/RT Pass $ $ Iron Point Conn/RT Pass $130.00
12 Connect Card: Agency Fares Day Pass migrates to Regional Rider Fare Type RT Yolobus Elk Grove El Dorado Folsom Today: Day Pass must be purchased at start of trip Valid only at specified agencies. Tomorrow: Capped Daily Fare replaces Day Pass Valid at all agency services Yuba- Sutter Adults Single Ride Single Ride $2.50 $2.00 $2.25 $1.50 $2.50 $1.00 Sac Commuter Single Ride $5.00 $4.00 Iron Point Connector Single Ride $2.50 Express - $ Day Pass Day Pass $6.00 $6.00 $ $3.00
13 Connect Card: Regional Fares Benefits of Capped Daily Fare Valid on all services / all agencies Advance selection not required Driver intervention not required Customer knows best-value fare will be charged Frequent rider is rewarded by transit use
14 Regional Fare Integration: Conclusions Fare Policy: Address at the earliest stage System Technology: Do not rely on technology exclusively Take advantage of the differences with the paper system Improve business processes Improve customer experience
15 Regional Fare Integration Regional Integration: A Matter of Policy and Technology Edward Pollan Epollan@ltk.com LTK Engineering Services
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