Universal Transit Fare System UTFS Standard A Transit Industry Consensus Driven Project

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Universal TransitFare System (UTFS) Standard A
Transit Industry Consensus Driven Project

• General Program Overview
• for
• INCITS B10.5 Committee
• Wednesday, January 17, 2007
• Martin Schroeder, M.S.M.E., P.E.,
• Sr. Manager Rail Programs
• American Public Transportation Association
• Washington , DC

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Purpose

• Increase awareness and understanding of the UTFS
  (Universal Transit Fare System) Program
• Seek support for Fast Track of APTA standard as
  an ANSI / INCITS Standard
• Build a stronger connection between APTA members
  and the B10.5

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Agenda

• Origin of the UTFS Program and Guiding Principals
• Organizational structure, document release
  process Intellectual Property (IP) policy rules
• Constituents of the Standard (Parts)

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Genesis of UTFS Direction of Rail CEOs

• Rail CEOs desire to reduce costs and improve the
  flexibility of fare collection systems
• Provide a regional and national standard for fare
  collection systems

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Guiding Principles

• Promote economies of scale for agencies and
  enable more competitive procurements
• Provide a platform to support agency independence
  and vendor neutrality
• Strive for an open architecture environment for
  hardware and software utilizing commercially
  available products
• Foster development for a multi-modal and
  multi-application environment
• Provide information for informed decisions and
  development of partnership strategies

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The UTFS Organization(Current Leadership)
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Partial Listing of Organizations Contributing to
UTFS

• Port Authority of New York and New Jersey
• San Francisco Bay Area Rapid Transit District
• Tri-County Metropolitan Transportation District
  of Oregon
• Washington Metropolitan Area Transit Authority
• Los Angeles County Metropolitan Transportation
  Authority
• Chicago Transit Authority
• Dallas Area Rapid Transit
• Greater Cleveland Regional Transit Authority
• Massachusetts Bay Transportation Authority
• Memphis Area Transit Authority
• Metropolitan Atlanta Rapid Transit Authority
• Miami-Dade Transit
• New Jersey Transit Corporation
• Niagara Frontier Transportation Authority
• Port Authority Trans-Hudson Corporation
• Port Authority Transit Corporation
• Sacramento Regional Transit District
• San Diego Trolley, Inc.
• San Francisco Municipal Transportation Agency

Booze Allen Hamilton, Inc. Cubic Transportation
Systems, Inc. ERG Transit Systems (USA) Giesecke
Devrient Cardtech, Inc. Murray Associates U.S.
Federal Transit Administration Scheidt Bachmann
USA, Inc. Smart Card Marketing Solutions Thales
Transportation Systems S.A. Three Point
Consulting, Inc. Quattran Associates Philips Infin
eon Verifax Consulting, Inc. Aegis
Technologies Texas Instruments Volpe National
Transportation Systems Center
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Sequential Process for Releasing Standards

• Sub-group and Work Group Balloting
• Committee Balloting
• Task Force Balloting
• Rail Standards Policy and Planning Approval for
  Release

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IP Policy Guides Participation

• Purpose Protect Developers and Funding
  Organizations from Infringement on Intellectual
  Property Rights
• APTA developed an IP Policy taken from ANSI
  guidelines
• All Participants in UTFS Standards Development
  must Sign a Letter of Acknowledgement Regarding
  IP Policy
• UTFS Meetings Require Public Notice of IP

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Basis for Standard Development

• A UTFS study assessed current technology and
  platforms as basis for UTFS starting point
• Smart Card Specifications (Calypso, RKP, VDV,
  IOPTA, Intercode, OPX, EMV, Global Platform,
  GSC-15, CEPS, ITSO, RIS)
• Smart Card Projects ( WMATA SmarTrip, MTC
  TransLink, PATH PATCO RIS, Octopus)
• Smart Card Standards (CEN, ISO, INCITS, ATIP)
• Regional Interoperability Specification (RIS)
  Port Authority of New York and New Jersey chosen
  as baseline for UTFS development

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Initial Standard Composed of Four Parts

• The following four parts comprise an initial
  release of the UTFS Contactless Fare Media System
  (CFMS) Standard
• Part I Introduction and Overview
• Part II Contactless Fare Media Data Format and
  Interface Standard
• Part III Regional Central System Interface
  Standard
• Part IV System Security Planning and
  Implementation Guidelines
• Other parts in a subsequent release may include a
  test methods specification, Limited Use card data
  specification, and subsystem specification

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Part II - Contactless Fare Media Data Format and
Interface Standard

• Card File Structure
• Data Format
• Data Elements
• Made card ISO/IEC 14443 compliant
• Incorporated ISO/IEC 7816 into ISO 14443
• Agreed upon APDU (Application Data Unit Protocol)

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Part III - Regional Central System Interface
Standard

• Back Office Messages
• Back Office Messaging Formats
• Card data elements and structure management
  guidelines
• Data structure
• Technical Implementation Specification
• Flexible message object set compatible with
  RIS/Part II card data format
• Flexible message object set with capability to be
  expanded to accommodate alternative card data
  formats

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Part IV - System Security Planning and
Implementation Guidelines

• Not a standard, only a guideline
• AFC System Security Framework
• Point-to-point (inclusive of Card and device
  security)
• End-to-End
• System-to-System

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Documents Available

• APTA has a documents available on its Web Page
• Trends in Electronic Fare Media
• The Major Business Issues in Establishing and
  Operating Regional Transportation Payment Systems
  and Clearinghouses
• Automatic Fare Collection System Planning and
  Implementation Reference
• APTA Guideline Specification for Magnetic Stripe
  Instrument (Draft)
• Part I Introduction and Overview (Draft
  expected release January 30, 2007)
• Part II - Contactless Fare Media Data Format and
  Interface Standard (Released APTA Standard)
• Part III Regional Central System Interface
  Standard (Draft expected release January 30,
  2007))
• Part IV - System Security Planning and
  Implementation Guidelines (Released)

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More Information

• Martin Schroeder, P.E,
• Sr. Manager Rail Programs
• American Public Transportation Association
• 1666 K St. NW
• Washington, DC 20006
• Phone [phone]
• E-mail mschroeder_at_apta.com