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T3 Webinar – April 26, 2012 Orange County Transportation Authority Fare Integration Project

Follow the journey of Orange County Transportation Authority (OCTA) as they evolve their fare payment system with smart card technology, open payments, and integration for seamless transit service. Learn about benefits, lessons learned, and future steps.

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T3 Webinar – April 26, 2012 Orange County Transportation Authority Fare Integration Project

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  1. T3 Webinar – April 26, 2012Orange County Transportation Authority Fare Integration Project U.S. DOT Southern California Regional Rail Authority Orange County Transportation Authority

  2. Presentation Agenda • Discuss OCTA’s Fare Payment Evolution and Current Fare Collection System • Review Fare Integration Study Recommendations • Discuss Benefits to OCTA of an Open Payment System • Share Lessons Learned • Implementation Timeline • Next Steps

  3. OCTA Fare Payment Evolution Cash Coins and Bills

  4. OCTA’s Current Fare Collection System • Over 800 Units • GFI Odyssey System • Acquired and installed in 2001 and has another 8 years of useful life • Accepts Cash and Magnetics • Bill and coin validator • The Operator Control Unit (OCU) allows Operator to control farebox • Interface with the AMDT for login and alarms • Reached maximum available fare categories (keys and TTPs)

  5. Fare Collection Upgrade Recommendations • Implement a Smart Card system • Retain current farebox • Retain current magnetic cards • Add a stand beside card reader • Smart Card reader capable of reading/processing • LA Metro TAP cards • San Diego Compass Cards • Contactless credit/debit cards and cell phones • Integrate fare system with other on-board systems (radio, CAD/AVL, APC, AVA, destination signs) • Consider low to medium cost options with flexibility for expansion

  6. Benefits to OCTA of an Open Payment • No need to replace the farebox • Adding a stand-beside reader allows Open Payments • Easy and convenient to use by customers • Regional payment coordination to make transit more seamless and increase transit usage • May reduce cost of processing fare revenue collected • Smart cards can be processed more efficiently and potentially reduce complaints and customer service-related costs • Reduce dwell time and improve travel times

  7. Lessons Learned • Peer agencies expressed a strong interest in account based, open payment system • No account based, open payment system fully operational in the US currently • Several cities in the US have awarded or will be awarding contracts, none have been deployed: SEPTA (Pennsylvania), CTA(Chicago), SACOG(Sacramento), DART (Dallas), NYMTA, and WMATA (Washington, D.C.) • Financial rules with Banking Industry - No firm figures on bank charges • Develop a solid transition – New technology, new fare structure, new payment cut-over plan, marketing, agency/public buy-in • Authorizing a transaction – account vs. non-account, speed of transaction – real-time, near real-time, overnight

  8. Implementation Timeline - A Visual Representation

  9. Next Steps • Discuss with the Board of Directors the Open Payment option • Considering conducting a Concept of Operations (CONOPS) • Seek Board of Directors approval to develop system specifications • Finalize system specification package • Facilitate regional fare integration discussions • Procure and implement the new system

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