San Marcos Transit Fare Policy

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a Bus photo Bus signage San Marcos Transit Fare Policy Nelson\Nygaard Consulting Assoc August 2014

San Marcos Transit Fare Policy Purpose: The CARTS District San Marcos UZA (SMT) fare policy establishes principles and policies which will govern recovery of passenger revenues in support of SMT being a customer-driven and efficient public transportation agency. Fare box Recovery: Fares collected from passengers riding its transit services are used to offset the costs of providing the transit service, otherwise known as Farebox Recovery. Fare Adjustments: Fare adjustments are defined as any permanent changes to the fare structure. Decisions on fare adjustments are made by the CARTS Board of Directors and/or City of San Marcos. Prior to making a decision on a fare adjustment, the Board shall consider the recommendation by staff, including but not limited to an analysis of the impacts on minorities and low-income individuals. Prior to fare increases, CARTS shall solicit and consider public comment in compliance with 49 USC Chapter 53 and FTA Circular 9030.1C. If fare changes are required to keep pace with changes in costs, staff will make recommendations to the Board to modify the fare structure. Fare Differentials: Fares shall be simple and uniformity of fares with the equity of pricing services consistent with the cost and value of providing that service. The number of fare types, levels and fare payment instruments shall consider the ease of enforcement by vehicle operators, ease of understanding by customers and the ease of tracking farebox revenue. Services that cost more to operate or provide additional value to passengers compared with local bus service are considered premium services, and may be priced higher (but never lower) than local bus service. Premium services including express bus or paratransit will be set separately. Paratransit Fares: In compliance with the Americans with Disabilities Act of 1990 (42 U.S.C. Section 12143) and the implementing FTA Regulations (49 CFR Section 37.121) ADA complementary paratransit fares will equal twice the regular fixed-route fare for the same trip. If the Act is changed, this policy shall be changed to be consistent with federal law. If ADA complementary paratransit provides service beyond or in addition to the federally defined ADA complementary paratransit service, a higher fare shall be charged for that service. Passes: Prepayment of fares on the fixed-route system shall be encouraged. Monthly passes shall be discounted to provide some savings to commuters compared with the cash fare. Day passes shall be priced at more than the cost of two boardings and no more than the cost of three boardings. Passes shall be priced to expedite the boarding process. Employer, university and other qualifying group pass programs shall be priced so that either the anticipated average revenue per boarding from such programs is approximately equal to or greater than the average revenue per boarding. Promotions and Special Events: Fare promotions, including special event fares, may be used to attract riders to SMT services. Fare promotions can be a cost-effective method of attracting riders to new services (such as new bus routes) and existing services. For the purpose of this policy, Fare Promotions shall be defined as any new farecard, fare media, cash fare or other transit fare which is not part of the adopted fare structure and may be priced higher or lower than regular fares. Fare Promotions are not required to include a specific fare for seniors, Medicare cardholders or individuals

with disabilities, however the rates charged seniors, Medicare cardholders or individuals with disabilities during off-peak hours must not exceed one-half of the rates generally applicable to other persons at peak hours (excluding the Fare Promotion) as required by FTA regulations (Code of Federal Regulations, Title 49, Subtitle B, Chapter Vi, Part 609). Fare promotions must be able to be implemented within the capabilities of the current fare collection technology in use at the time of the implementation. Fare promotions shall not exceed a six (6) month period. If the promotion is deemed to be successful and management desires it to be part of the fare structure, then management shall bring the issue and analysis to the Board for adoption into the current fare structure. New Payment Options: Fare payment options that effectively attract a different market segment or encourage increased use of services by current riders shall be developed; but must be within the realm of current or planned hardware, software and technologies. Initial pricing for such options shall be set such that it is not expected to lose fare revenue. Design: The design of fare payment instruments shall consider the ease of enforcement by bus operators, ease of understanding by customers and the ease of tracking with both the farebox technology and other developed technology. Child and Youth Fares: Up to two children under the age of 5, ride free with each adult over 18 paying fare. Additional children must pay full publicized fare as determined by the fare structure for the service. Youth, defined as persons between the ages of 6 and 18, will qualify for a reduced fare. In all cases, the Youth will no longer qualify for any youth discounts on his/her 18th birthday. The operator shall require a person requesting a youth fare or discount to show proof of age. Valid forms for proof of age upon boarding are: Picture Elementary, Middle or High School ID DMV Identification card SMT Youth ID which may be obtained upon providing proof of qualifying age with a valid birth certificate. The initial ID can be obtained free of charge with replacements costing $5.00. Reduced Fare Program Fixed Route Services: The objective of the Reduced-Fare Program is to provide reduced fares for fixed route services for seniors, persons with disabilities and Medicare cardholders in compliance with the Federal Transit Administration. Who is eligible for the reduced-fare program? Persons aged 65 and older, unless the FTA regulations defining seniors are changed in the future, in which case the FTA regulations shall be followed. Medicare cardholders People who meet the currently enforced Federal Transit Administration s (FTA) definition of people with disabilities. At the time of the adoption of this policy, the definition is: any individual who, by reason of illness, injury, age, congenital malfunction, or other incapacity or temporary or permanent disability (including any individual who is a wheelchair user or has semi-ambulatory capabilities), cannot use effectively, without special facilities, planning or design, mass transportation service or a mass transportation facility. What must be shown to receive the Reduced Fare services? Upon boarding the transit

Vehicle one of the following proofs must be shown to the driver to receive the published reduced fare or to use any fare media designated for seniors, Persons with Disabilities or Medicare Cardholders: Medicare card with a matching photo ID (Medicaid cards are NOT accepted), or Official photo verification of age (valid driver s license, passport, or State ID card), or SMT Reduced Fare ID, the initial ID can be obtained free of charge with replacements costing $5.00., or SMT Para-Transit ID with a matching official photo ID (valid driver s license, passport, or State issued ID card). Definitions: Within the context of this policy, the following definitions apply: Base Fare: For purposes of the fare policy, the base fare will be defined as the single unlinked trip, full cash fare. Fare Media: Fare media shall be defined as all passes, tickets, cards or ID s sold or otherwise distributed for use on SMT vehicles. Reduced-Fare: Fares, as defined above, for eligible persons with disabilities, senior riders or Medicare cardholders. The cash half fare is the maximum of one-half of the full cash fare or the current FTA guidelines (Code of Federal Regulations, Title 49, Subtitle B, Chapter Vi, and Part 609). Local Bus Route: Any fixed route bus service not designated as a shuttle or commuter route. Senior: Any person age 65 or older (photo ID with proof of age required at boarding). Person with Disability: People who meet the currently enforced Federal Transit Administration s (FTA) definition of people with disabilities. At the time of the adoption of this policy, the definition is: any individual who, by reason of illness, injury, age, congenital malfunction or other incapacity or temporary or permanent disability (including any individual who is a wheelchair user or has semiambulatory capabilities), cannot use effectively, without special facilities, planning or design, mass transportation service or a mass transportation facility. Medicare Cardholders: Individuals who have been issued a Medicare card, regardless of age or disability. Monthly Pass: A thirty (30) day period pass valid for unlimited travel on all fixed route services (excluding Interurban Routes) for the calendar month. A monthly pass will be pro-rated at 50 % when purchased after 15 days into a calendar month. No other pro-rated discounts will be applied. Youth Fare: Fare for any rider between 6 and 18 years of age (photo ID with proof of age required). Child Fare: Fare for any riders age 5 and under.

San Marcos Transit Fare Schedule FARES Adult $1.00 Senior (65+) $0.50 People with Disabilities $0.50 Youth Under (6 to 18) $0.50 Child under 5 Transfer Free No Transfers Day Pass (Adult) $2.00 Adult - Monthly Pass $30.00 Senior (65) - Monthly Pass $15.00 People with Disabilities Monthly Pass Youth Under (6 to 18) Monthly Pass $15.00 $15.00 Adult An undiscounted book of 10 Senior (65+) An undiscounted book of 20 People with Disabilities An undiscounted book of 20 Youth under (6 to 18) An undiscounted book of 20 Paratransit Fare $2.00