REV- 1 STATEMENT OF WORK AND TECHNICAL SPECIFICATION Attachment No. 1 to Amendment No. 2 to RFP No. F-19-056/SS for REVISED Scope of Work/Services REV- 1 STATEMENT OF WORK AND TECHNICAL SPECIFICATION I REV- 1 STATEMENT OF WORK AND TECHNICAL SPECIFICATION Contents 1 Glossary ................................................................................................................................................. 1 2 Background ........................................................................................................................................... 2 3 Introduction .......................................................................................................................................... 2 3.1 Proposers Response to the Technical Specification ..................................................................... 3 4 Project Overview ................................................................................................................................... 3 4.1 Overview of Regional Agencies ..................................................................................................... 4 4.2 Current Fare Policy & Business Rules ............................................................................................ 6 4.3 Sales Channels & Media Distribution ............................................................................................ 9 4.4 Marketing .................................................................................................................................... 10 4.5 Customer Service ........................................................................................................................ 10 4.6 Business Processes ...................................................................................................................... 11 4.7 Regional Integration .................................................................................................................... 13 5 Future Fare System Goals ................................................................................................................... 13 5.1 Equipment Quantities and Locations .......................................................................................... 15 6 General Design Requirements ............................................................................................................ 15 6.1 Work to be Performed by the CONTRACTOR ............................................................................. 16 6.2 Work to be Performed by Palm Tran .......................................................................................... 16 6.3 Guiding Principles for the FARE SYSTEM Design ......................................................................... 17 6.4 Quality of Work ........................................................................................................................... 17 6.5 Design Life and Non-Proprietary Technology ............................................................................. 18 6.6 Materials and Workmanship ....................................................................................................... 18 6.7 Physical Characteristics ............................................................................................................... 19 6.8 Environmental Conditions .......................................................................................................... 20 6.9 Security ....................................................................................................................................... 24 6.10 System Security ........................................................................................................................... 26 6.11 Modular Design and Interchangeability ...................................................................................... 28 6.12 Safety .......................................................................................................................................... 29 6.13 Human Factors ............................................................................................................................ 29 6.14 Aesthetic Requirements and User Interfaces ............................................................................. 29 6.15 Expandability ............................................................................................................................... 30 6.16 Electrical Requirements .............................................................................................................. 30 7 FARE SYSTEM Software Requirements ............................................................................................... 37 7.2 Maintainability and Serviceability ............................................................................................... 40 II REV- 1 STATEMENT OF WORK AND TECHNICAL SPECIFICATION 7.3 Codes, Regulations & Reference Standards ................................................................................ 41 8 System Architecture ............................................................................................................................ 43 8.1 General Architecture ................................................................................................................... 43 8.2 Open Architecture ....................................................................................................................... 45 8.3 Open Payment Architecture ....................................................................................................... 46 8.4 Software Development Kits/Application Programming Interfaces ............................................ 48 9 Reliability, Accuracy and Availability Requirements ........................................................................... 49 9.1 Reliability Requirements ............................................................................................................. 49 9.2 Accuracy ...................................................................................................................................... 50 9.3 Availability ................................................................................................................................... 52 9.4 Failure Review Team ................................................................................................................... 52 9.5 Non-Chargeable Failure .............................................................................................................. 53 9.6 Chargeable Failure ...................................................................................................................... 53 10 Maintainability Programs .................................................................................................................... 54 10.1 Maintainability Design Checklist ................................................................................................. 54 10.2 TVM Components Maintainability Requirements ...................................................................... 56 10.3 Farebox Components Maintenance Requirement ..................................................................... 56 10.4 Preventive Maintenance ............................................................................................................. 57 10.5 Revenue Servicing ....................................................................................................................... 57 11 Stand-Alone Operation ....................................................................................................................... 58 11.1 Self-Diagnostics ........................................................................................................................... 58 12 Fare Policies ........................................................................................................................................ 59 12.1 General Fare Policy Requirements .............................................................................................. 59 12.2 Fare Payment Options ................................................................................................................ 59 12.3 Fare Structure and Pricing .......................................................................................................... 59 12.4 Special Fare Programs ................................................................................................................. 62 13 Fare Media Types ................................................................................................................................ 63 13.1 Open Payment Media ................................................................................................................. 63 13.2 Palm Tran-Issued Media ............................................................................................................. 64 13.3 Extended Use Contactless Smart Cards ...................................................................................... 65 13.4 Limited-Use Contactless Smart Cards ......................................................................................... 65 13.5 Palm Tran Employee and other Partner ID Smart Cards............................................................. 65 14 Palm Tran Mobile Ticketing Application ............................................................................................