Trevor Findley Managing Partner
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Privatizing the Metro Card
PRIVATIZING THE TRANSPORTATIONMETRO CARD: EQUITY IN AN OPEN-LOOP SMARTCARD FARE PAYMENT SYSTEM A Thesis Presented to the Faculty of the Graduate School of Architecture, Planning & Preservation COLUMBIA UNIVERSITY In Partial Fulfillment of the Requirements for the Degree Master of Science in Urban Planning By DAVID PERLMUTTER May 15, 2015 Acknowledgments I would like to first thank my thesis advisor, Professor David King, for his ongoing support and helpful advice throughout the research process. Secondly, many thanks to Richard Barone of the Regional Plan Association for his invaluable insights as my thesis reader. I would also like to thank the following individuals for their assistance in shaping my research methodology and conclusions: Alexis Perrotta, PhD candidate at Columbia University GSAPP; Howard Permut, Senior Fellow of the Regional Plan Association; and Candace Brakewood, Professor of Civil Engineering at the City College of New York, To my partner, Matt Wallace, thank you for your continued encouragement and for enduring many sleepless nights. And finally, many thanks to my family for their love and support. 2 Privatizing the Metro Card | David Perlmutter | May 2015 Table of Contents Glossary 5 Abstract 7 Introduction 8 Literature Review 9 Transportation Equity and the Unbanked 9 Contactless Smartcard Implementation in the Transit Industry 12 Prepaid Debit Cards in an Open Payment System 16 The Case of Chicago’s Ventra 17 The MTA’s Contactless Metro Card 18 Methodology 19 Hypotheses 21 Data Sources 23 Survey Results 32 Case -
Ventra™ Fare Equity Analysis
Ventra™ Fare Equity Analysis Prepared by Nancy Whelan Consulting For Chicago Transit Authority June 2013 Table of Contents Overview ............................................................................................................................... 1 Title VI Requirements ..................................................................................................... 1 CTA Service and Fare Equity Policy ........................................................................... 2 Ventra Transition .............................................................................................................. 3 Background ......................................................................................................................................... 3 Overview ............................................................................................................................................. 4 Fare Transition Detail .......................................................................................................................... 5 Analysis Methodology Overview.............................................................................. 10 Fare Data and Use ............................................................................................................................. 11 Ridership and Demographics ............................................................................................................. 11 Fare Payment Assumptions .............................................................................................................. -
Mobility Payment Integration: State-Of-The-Practice Scan
Mobility Payment Integration: State-of-the-Practice Scan OCTOBER 2019 FTA Report No. 0143 Federal Transit Administration PREPARED BY Ingrid Bartinique and Joshua Hassol Volpe National Transportation Systems Center COVER PHOTO Courtesy of Edwin Adilson Rodriguez, Federal Transit Administration DISCLAIMER This document is disseminated under the sponsorship of the U.S. Department of Transportation in the interest of information exchange. The United States Government assumes no liability for its contents or use thereof. The United States Government does not endorse products or manufacturers. Trade or manufacturers’ names appear herein solely because they are considered essential to the objective of this report. Mobility Payment Integration: State-of-the- Practice Scan OCTOBER 2019 FTA Report No. 0143 PREPARED BY Ingrid Bartinique and Joshua Hassol Volpe National Transportation Systems Center 55 Broadway, Kendall Square Cambridge, MA 02142 SPONSORED BY Federal Transit Administration Office of Research, Demonstration and Innovation U.S. Department of Transportation 1200 New Jersey Avenue, SE Washington, DC 20590 AVAILABLE ONLINE https://www.transit.dot.gov/about/research-innovation FEDERAL TRANSIT ADMINISTRATION i FEDERAL TRANSIT ADMINISTRATION i Metric Conversion Table SYMBOL WHEN YOU KNOW MULTIPLY BY TO FIND SYMBOL LENGTH in inches 25.4 millimeters mm ft feet 0.305 meters m yd yards 0.914 meters m mi miles 1.61 kilometers km VOLUME fl oz fluid ounces 29.57 milliliters mL gal gallons 3.785 liter L ft3 cubic feet 0.028 cubic meters m3 yd3 cubic yards 0.765 cubic meters m3 NOTE: volumes greater than 1000 L shall be shown in m3 MASS oz ounces 28.35 grams g lb pounds 0.454 kilograms kg megagrams T short tons (2000 lb) 0.907 Mg (or “t”) (or “metric ton”) TEMPERATURE (exact degrees) o 5 (F-32)/9 o F Fahrenheit Celsius C or (F-32)/1.8 FEDERAL TRANSIT ADMINISTRATION i FEDERAL TRANSIT ADMINISTRATION ii REPORT DOCUMENTATION PAGE Form Approved OMB No. -
APTA 2017 Adwheel Awards
APTA 2017 AdWheel Awards Category 1: Best Marketing and Communications to Increase Ridership and Sales Hop Fastpass Contents Effectiveness Statement ………. 3 Print Media ………………………….. 5 Outreach Brochure ………………………………… 5 Print Ad …………………………………………………. 6 Transit Ads .………………………….. 5 Ads on Transit Vehicles/System ….………….. 7 Channel Card Series ……………………………... 8 Collateral ……………………………. 10 Retail Network Display Kit ……..…………….. 10 Retail Display Rack ………………………………. 11 Electronic Media …………………. 12 Website ………………………….……..…………….. 12 Outreach Email …………………………………..... 13 Online Videos ……………………………………….. 14 Special Event ……………………... 15 “Hop-Up” Event ……………………………………. 15 The HopMobile …………………………………….. 16 Opening Ceremony Video ……………………… 17 Promotional Items ………………………………... 17 Mascot …………………………………………………. 17 Social Media ……………….……… 18 Facebook Posts …………………………………….. 18 Partnership ………………………... 19 Press Event Sponsor Photo ……………………. 19 2 Effectiveness Statement APTA 2017 AdWheel Awards Category 1: Best Marketing and Communications to Increase Ridership and Sales Hop Fastpass 1. Target The primary audience is all TriMet, Portland Streetcar, and C-TRAN riders. The secondary audience includes the general public of the Portland-Vancouver metro area, transit employees, occasional transit riders, visitors, stakeholders and services that provide fare for their clients. 2. Situation/Challenge Hop Fastpass is the new regional e-fare system that works on TriMet, Portland Streetcar and C-TRAN. The biggest challenge was introducing a new fare technology across three different -
The Smart City Observer
Equity Research Global Industrial Infrastructure May 23, 2019 Industry Report Louie DiPalma, CFA +1 312 364 5437 [email protected] The Smart City Observer Please refer to important disclosures on pages 13 and 14. Analyst certification is on page 13. William Blair or an affiliate does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. This report is not intended to provide personal investment advice. The opinions and recommendations here- in do not take into account individual client circumstances, objectives, or needs and are not intended as recommen- dations of particular securities, financial instruments, or strategies to particular clients. The recipient of this report must make its own independent decisions regarding any securities or financial instruments mentioned herein. William Blair Overview “Smart city” technology innovations and regulatory developments are occurring at a rapid pace. In The Smart City Observer, we observe how cities are using sensors to observe (monitor) and automate processes across transportation, security, and payments. We analyze leading smart city technologies related to our coverage of AeroVironment, Cubic, FLIR, and Verra Mobility that in- clude connected car, public transit payments, vehicle payments that use surveillance technologies (for deliveries and safety), facial recognition surveillance, and urban surveillance (safe city). The key(tolling/red-light themes that we cameras/speed highlight are ascameras), follows. congestion and traffic management, drones/robotics • Recent M&A activity in surveillance, transportation tech, and payments has been robust, with vendors positioning themselves to take advantage of a surge in urban RFPs and innovation. -
Chris Tucker Principal
Chris Tucker Principal Summary Mr. Tucker has 18 years of experience as a team leader and Program Manager, and ten years leading fare collection at TriMet, including six overseeing the implementation of TriMet’s new world-class electronic payment system. He is known as an industry expert in managing transport payment system projects from concept through implementation, including procurement, establishing intergovernmental agreements, policy development, partner integrations, testing, launch planning, and system operations. Mr. Tucker has a particularly focus in customer experience, education, and outreach, with ten years of experience managing and improving call center operations for two Fortune 500 companies, and one public transport operator. Throughout his career, Mr. Tucker has been well known for his ability to turn around fledgling departments and projects. Mr. Tucker is one of the founders of Clevor Consulting Group, a boutique consulting firm focused on bringing unique technical talent to the transport industry. As Managing Partner, Mr. Tucker helps transport agencies implement electronic payments by providing the in-depth experience and knowledge necessary to deliver well-designed, customer-friendly technology solutions, while improving operations and the user experience. Project Experience Hop Fastpass® Fare Payment System, TriMet, Portland, OR, November 2011-Present Launched in the summer of 2017, this $35M regional, bi-state fare collection system was delivered on schedule and under budget, and pushes both technical and policy -
2017 Commuter Benefits Overview What Are Commuter Benefits?
2017 Commuter Benefits Overview What are Commuter Benefits? Save money on your work-related commuter expenses through your employer's benefit. • The commuter benefit allows you to set aside money from your pay on a before- tax basis to pay for eligible costs associated with commuting to and from work. The great advantage is that you don't pay federal taxes on your expenses, thus lowering your taxable income. There are two types of benefits offered: • Transportation (transit) and Parking • You can participate in both at the same time if desired. There are multiple products you can utilize under each benefit: . Transportation: Voucher, standard passes, smart card and commuter check card pre-paid MasterCard for Transit . Parking: Pay the provider, parking checks, cash reimbursement and commuter check card pre-paid MasterCard Note: Mileage, tolls, fuel, carpooling, and business travel are not eligible for this program. What are the limits? • The 2016 Pre-tax limits for Transit is $255 and Parking is $255. In addition to your pre-tax contribution to the transit/parking account, you can set aside money on a post-tax basis to help fund your monthly transportation/parking costs. Note: Plan limits are subject to change at any time in the year. Popular Transit Products Reloadable Card Passes . Commuter Check Pre-Paid MasterCard . VENTRA . MTA/NYCT Annual Pass . WMATA SmarTrip . VENTRA . METRA Program . ORCA . NJ Transit . Path SmartLink . Compass Tap & Go Vouchers / Checks . CTA Chicago Card Plus . Commuter Check Voucher . MARTA Breeze Card . MBTA Charlie Card . Clipper Card Where to Enroll • Log into the benefitsPLUS - http://www.danbenefitsplus.com/ Where to enroll (cont’d) . -
Coordinated Plan, As Follows
COORDINATED TRANSPORTATION PLAN FOR SENIORS AND PERSONS WITH DISABILITIES Prepared for: TriMet Prepared by: Kittelson & Associates, Inc. MAY 27, 2016 Introduction January 21, 2019 Table of Contents 1. Introduction .................................................................................................... 1-1 Development of the CTP .................................................................................. 1-2 Principles of the CTP ........................................................................................ 1-5 2. Existing Transportation Services ...................................................................... 2-1 Regional Transit Service Providers ................................................................... 2-5 Community-Based Transit Providers .............................................................. 2-21 Statewide Transit Providers ........................................................................... 2-32 3. Service Guidelines ........................................................................................... 3-1 History ............................................................................................................. 3-1 Service Guidelines ............................................................................................ 3-2 Capacity Guidelines .......................................................................................... 3-7 Performance Measures and Reporting .......................................................... 3-11 4. Needs Assessment -
CTA and Mobility
RETURNING TO CTA July 2020 RESPONSE TO STAY-AT-HOME ORDER CTA initial response to the COVID-19 pandemic included: Providing PPE to CTA employees (e.g., facial covers, gloves, hand sanitizer and cleaning products) and instituting many social distancing controls at work locations; enacting new leave management policies Continuing to run as much service as possible to support social distancing and transit-dependent essential workers Implementing Bus Crowding Management and adding extra buses to address occasional crowding on routes like the #79 79th and #4 Cottage Grove Launching rear-door bus boarding while CTA implemented other measures (ended in June 2020) Ongoing customer communications and signage on all vehicles and stations to promote social distancing and wearing masks Enhancing CTA’s cleaning protocols 2 CTA SERVICE Build on the strategies taken during the Stay-At-Home Order Continue to run as much service as possible Add extra buses to address occasional crowding on routes Run longer buses and trains where possible CTA, in coordination with CDPH, formalized rider capacity limits for buses and rail cars for Phase 4 15 passenger limit for 40’ buses 22 passenger limit for articulated buses and each train car CTA is monitoring camera feeds from high-ridership stations to identify potential crowd management situations at platform When social distancing concerns are identified customer announcements can be made to the platform to encourage social distancing, advise customers to wait for the next train, etc. 3 CLEANING CTA has one of the -
NRTA Year Round Bus Service Study-Phase 2
,.. _, i ’f“l* I _:: : P,,_, /___ ____":% iiiiiiit ' <-‘Q ;\~__\\"‘,v'-"* -1‘ é 7 _ -' 2:-.*:! _____ _ iii, L ' _2' _ -—- *“§l E ?:7 55,- _ ,_ L L k ¢_ '___._,.i,;,, 1 _;,_; 1 II ‘ Photo by Susan Richards, SR Concepts 94% 1; K / W1 ' u<'§ -7." Q 1!“ '2 '~ ~ W, " \, 1/1 / ‘-\é‘ i 1 ‘ V J if -=) ‘ __ .-. 1; _" _. ‘ ' , ,_ rs. V\_ ‘ \ . \' " £2~.@in _ , H: I ... I 7“ - K ‘ - 5' ‘ <’ _ {ii} __.4;..* ~22” ‘TiIt K ' I \.1\>\ i? gii -Photo by Susan Richards, SR Concepts I . - Photo by SusanK‘ Richards," SR Concepts Photo by Susan Richards, SR Concepts 4 Q , § =\__§__ \ V ‘ I-1‘ 1 llflllilifilfil HODIOMI U888“fllllflfifill NRTA Year-Round Bus Service Study Phase II Report: Fare Policy Review and Development of Innovative Funding Options Nantucket Regional Transit Authority December 2016 NRTA Year-Round Bus Service Study Phase II Report TABLE OF CONTENTS Executive Summary ................................................................................................................ ES-1 Local Outreach ................................................................................................................... ES-1 Innovative Funding Options ................................................................................................ ES-1 Fare Policy Analysis ............................................................................................................. ES-2 Fare Collection Technology Analysis.................................................................................... ES-2 Next Steps ......................................................................................................................... -
Best Practices – Customer Messaging for Transit Open Payments
Best Practices – Customer Messaging for Transit Open Payments October 2020 1 Overview • Objective of this presentation: Document consumer communication best practices on availability of contactless bank card (physical & virtual) acceptance in transit at points of entry for accessing modes of transportation • Topics discussed: – Transit agency communication planning and engagements at different project phases – Communications examples from transit agencies, payment networks, mobile wallets • Note: Contactless bank card acceptance at points of entry is commonly referred to as open payments in transit. 2 Communications by Implementation Phases Phase 1: Initiation Phase 2: Development Quiet Position stated but not promoted Quiet Phase 3: Implementation (Pilot/Soft Launch) Engaging with regional Position stated but not issuers, digital wallets promoted Phase 4: Rollout providers & major brands Occasional marketing on planned launch Defining multiyear marketing agreement Active future positioning Phase 5: In framework with primary Occasional marketing Market/Ongoing issuers, digital wallet providers, and card brands Active future positioning Sustained promotion Active future positioning Sustained promotion 3 Communications by Media Channel Phase 3: Implementation (Pilot/Soft Phase 4: Rollout Phase 5: In Market/Ongoing Launch) • In Station • In Station • In Station • Permanent signage • Permanent signage • Permanent signage • Advertising • Advertising • Advertising • Signage on vending machines • Signage on vending machines • Signage on vending -
“Impact of Common Mobility Card on Travel Pattern
“IMPACT OF COMMON MOBILITY CARD ON TRAVEL PATTERN” CASE STUDY –DELHI #mobility as a service #ease the mobility Anshula Gumber School of Planning and Architecture, Delhi UP METRO Need of the Study Different Modes Different Fare Structures Hassle free and seamless travel Modern Technologies provide modern solutions • Facilitates multi-modal travel behavior. Commuters • Commuters just have to carry one card • Encourages faster boarding • Hassle free transaction. Enables commuters to enjoy the benefits of integrated fare policies. • Collection of real time data Transport Authorities • Complex fare schemes. • Help operators to balance peak • Expandable to the other and off peak patronage. services like toll payment, • Faster reconciliation of revenue congestion pricing in CBD with recorded data. areas, and parking and further for retail shopping. • It saves manhandling hours • Elimination of fake currency • Increases the accountability and from the economy. transparency of the transactions. • Increase the accessibility. • Enables the authorities to maintain the extra sum of money Literature Review London -Oyster Number Populati Cards/1000 Technology Additional SchemeAtlanta - MARTA Breeze Card TFL OysterTransport DublinCardmodes LUAS + NationalFunctions ITS of cards on served head used %of depositinformation to Boston - MBTACity Charlie Card Deposit MaximumToulouse- Pastel Fare TFLChicago Oyster - CTA43 Parameter Ventra8.17 5,263 Contactless Bus, Tube,Before Tram, LondonParis Docklands- Navigo Transit, RetailsAftermaximum and Concession fare