Evaluation of the Central Puget Sound
Regional Fare Coordination Project
Regional Fare Coordination Project
PDF Version 1.35 MB
Prepared for:
U.S. Department of Transportation
ITS Joint Program Office, HOIT-1
Washington, DC 20590
By:
Battelle
and
CRA International
April 13, 2006
Quality Assurance Statement
The Federal Highway Administration provides high-quality information to serve Government, industry, and the public in a manner that promotes public understanding. Standards and policies are used to ensure and maximize the quality, objectivity, utility, and integrity of its information. FHWA periodically reviews quality issues and adjusts its programs and processes to ensure continuous quality improvement.
Technical Report Documentation Page |
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1. Report No.
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2. Government Accession No. |
3. Recipient's Catalog No. |
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4. Title and Subtitle Evaluation of the Central Puget Sound Regional Fare Coordination Project |
5. Report Date: April 13, 2006 |
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6. Performing Organization Code
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7. Author(s) Chris Cluett, Jon Bottom, Patrick Balducci, Catherine Taylor |
8. Performing Organization Report No.
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9. Performing Organizations Name and Address Battelle CRA International |
10. Work Unit No. (TRAIS)
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11. Contract or Grant No. DTFH61-96-C-00077 |
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12. Sponsoring Agency Name and Address Federal Highway Administration, HOTO 400 Seventh Street, SW Washington, DC 20590 |
13. Type of Report and Period Covered Final, February 2003 – July 2005 |
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14. Sponsoring Agency Code
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15. Supplementary Notes: Contracting Officer's Technical Representative (COTR) – Joe Peters, FHWA |
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16. Abstract The Central Puget Sound Region in western Washington State covers over six thousand square miles and a population of 3.5 million persons. Seven public transportation agencies, operating bus, rail, and ferry services in four counties in this region, are partnering to offer their public transportation customers a single electronic fare medium – a fare card – that will enable seamless travel across the region using multiple transportation service providers. The Regional Fare Coordination (RFC) Project partners currently include: King County Metro Transit (the largest agency), Community Transit, Everett Transit, Kitsap Transit, Pierce Transit, Sound Transit and the Washington State Ferries. The Federal Highway Administration (FHWA) of the U.S. Department of Transportation (USDOT) contracted with Battelle to evaluate the RFC Project. The FHWA sees great value for other locations and agencies in documenting the processes that have been followed by the partners and the strategies that they have applied to address institutional, technical, organizational, governance, financial, contractual, and other challenges. Battelle, teamed with CRA International (CRA), has conducted interviews with representatives of each partner agency, as well as with the staff of the Regional Team that is responsible for administering the vendor contract and overseeing the complex day-to-day system development process. The RFC Project holds great promise not only to improve the transit travel experience of residents of the Central Puget Sound region but also to serve as a template for the implementation and operation of a large, complex fare card system for transit agencies across the nation. The evaluation seeks to convey a clear understanding of the range of institutional, organizational and governance issues addressed throughout the development of the project and how they were resolved. The report offers an objective outside perspective on those institutional and process elements, including a set of “lessons learned,” that will be of most value to a general audience, including in particular other transit agencies that are considering developing or participating in similar regional fare card initiatives. Building on the experience of the Central Puget Sound RFC Project, and the lessons of this and other fare card systems around the country, offers transit agencies perhaps the best opportunity to identify a path to successful project implementation. Working with these examples, the challenge will be to adapt them to successfully fit the unique needs and conditions in other locations.
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17. Key Words Fare card; fare coordination project; public transportation; transit; evaluation; institutional assessment; lessons learned; Washington State |
18. Distribution Statement No restrictions. This document is available to the public through the National Technical Information Service, Springfield, VA 22161. |
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19. Security Classif. (of this report) None |
20. Security Classif. (of this page) None |
21. No. of Pages 101 |
22. Price |
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Form DOT F 1700.7 (8-72) Reproduction of completed page authorized |
TABLE OF CONTENTS
1.2 The Central Puget Sound Region
1.3 Organization and Objectives of Report
2. EVALUATION APPROACH AND OBJECTIVES
2.2 Objectives of the RFC Evaluation
3. PARTNER AGENCY CHARACTERISTICS AND RELATIONSHIPS
3.4 Transit Operational Characteristics
4. MOTIVATIONS FOR PARTNERSHIP
4.4 Factors Supporting a Regional Partnership
5.2 Emergence of New Technology
5.3 Moving Towards Regionalism
5.4 Business Community Interest
5.6 RFC System Specification Development
5.7 Value of Implementing a Precursor System
6. GOVERNANCE, COMMUNICATIONS AND DECISION-MAKING
6.3 Committees/Boards Set Up by the ILA
6.4.2 Regional Technical Manager
6.5 Committees and Boards Not Created by the ILA
6.5.2 Subject Area Advisory Teams (SAATs)
6.5.3 Senior Staff Advisory Group (SSAG)
6.7 Procedure for Removal or Addition of Agency to Project
7.2 RFC Organization and Contract Administration
7.3 Consensus Approach to Regional Management and Decisions
7.4 Information Flow Management
7.5 Managing Time and Complexity
8.2.1 System Specification and Procurement Approach
8.2.2 Hardware / Software Standards
8.2.3 Software Specification Via Output Reports
8.2.4 Technology Risk Management
8.3.3 Regional Revenue Clearinghouse and Revenue Allocation
8.4.1 Integrated versus Coordinated Fare Structure
8.4.2 Transfers and Revenue Reconciliation
8.4.3 E-Purse Incentive Programs
8.4.4 Regional Fare Categories
8.5.1 Project Budget and Revenues
8.5.2 Financial Barriers to Project Development
8.5.3 Adding and Removing Partner Agencies
8.6.1 Operational Efficiencies and Productivity
8.6.4 Business Case Conclusion
9. CONCLUSIONS AND LESSONS LEARNED
List of Figures
Figure 1. Map of Central Puget Sound.
Figure 3. Source of operating funds.
Figure 4. Regional Fare Coordination project organization chart.
Figure 5. RFC Centralized Operating Concept Overview
List of Tables
Table 1. Population and land area for the Central Puget Sound region.
Table 2. Transit operations, financial and general characteristics of partner agencies.
Table 3. Regional Fare Coordination project and evaluation milestones.
Table 4. RFC Capital and Project Administration Costs
Table 6. RFC Operations and Maintenance Costs (10 yr. total costs)
Table 7. Operations and Maintenance Cost Shares
Table 8. Revenue Sources and Matching Fund Requirements