Click here to skip navigation American Public Transportation Association Visit the APTA Bookstore
My APTA
What's New
About APTA
For Members
Committees
Conferences & Calendar
Services & Programs
Government Affairs
Industry Information
APTA Standards Program
Media Center
e-Business
Passenger Transport
Book Store
Links
Contact Us
Site Map
Home
Rail and Bus LinksThe Rail Station
August 28, 2008
APTA    Search: Click here to search
APTA > About APTA > APTA Committees > Universal Transit Farecard Standards (UTFS) Task Force  

Universal Transit Farecard Standards (UTFS)Task Force

Task Force Leadership Conference Call Minutes

From July 22, 2004:

(Download in Adobe PDF format)

Participants:

Tom Parker (TF Chair), BART

Rick Barrett, (Fin Mgmt Vice-Chair), Quattran

Henry Rosen (Fare Media Chair), PATH

Dave Phelps, APTA

Chung-Chung Tam (Fin Mgmt Chair), CTA

Tim Weisenberger, Volpe

Goals and Objectives:

The goals for the call were to get an IP Policy update, hear Committee reports and discuss WP1 specification approval process.

IP Policy Update

There will be no votes that in the IP Policy recirculation ballot if the policy is not revised to allow royalty fees on IP included in the program standards.

 

Tom Parker stated that meetings have happened between Tom Margro, Tom Parker and officials of a key vendor and that they have expressed that they can live with the policy’s approach that no royalty fees can be assessed for IP submitted and included in UTFS documents. He stated that he and APTA are pursuing face-to-face meetings with all three vendor-members of the steering Committee to ensure that they will be comfortable with the IP policy in its current state. These meetings should be complete by Aug 5.

Tim asked what the implementation procedure would be. The consensus was that the IP Policy would be presented to the Rail CEO Committee in Atlanta on Oct 10 and get guidance.

Committee Updates

Financial Management Committee- Chung-Chung Tam

Systems WG- Developing a letter to Tom Parker re-stating scope of work packages. The scope as proposed:

  • WP2 is still not manned, due to WP1 work not being complete. Strategy is not in place, but hesitance to create a reader specification
  • WP3 producing only a guideline for security best practices, not a specification
  • WP4 will complete high-level system functionality guideline and interface specification from operator system-regional system.

Extensive discussion on what will achieve interoperability: what can be the security approach, what needs to be specified for reader and interfaces.

Final determination is to wait for the proposal from Systems WG leaders, then to have a strategy meeting between Tom Parker, Fin Mgmt leaders, and System WG leaders.

Action: Tim W. will speak with Bob Murray and Gary Yamamura to coordinate sharing of security approach of BART with WP3.

Discussion focused on the Work Packages and the results of the latest face-to-face meetings of WP1 and WL4 held in Washington DC. Tim stated that there was a proposed change to the totality of the work the 4 work packages would address. These changes:

Work Package 2 cannot be addressed at this time. The WP1 deliverable must be closer to completion before this group can be staffed. Also, in the WP1 meeting, much discussion centered on the focus of WP2. The bottom line is that the group expressed a doubt as to the strategy for WP2, that is, will it specify the functionality of the reader?

Work Package 3 has been focusing on (and, it was decided, will focus strictly on) a security guideline document. The thought was that card and system security is a key differentiator of vendors and operators largely task the development of security to the selected contractors providing fare management systems.

Work Package 4 work has progressed on the high-level functionality document they have been working on. The group decided that this document, coupled with a specification of the interface between the operator system and the regional system would be the focus of the WP4 team. David deKozan tasked the team with manning a sub-group that would attempt to develop a 1st draft document in 6 weeks (approximately Week of Aug 20). The WP4 group was accepting of this proposed change to their scope.

David deKosan will draft a letter to Tom Parker that will address the proposed changes in detail. Tim and Tam pointed out, however, that these changes were not really the Work Packages/System WG’s to make. The rail CEOs set out the overall goals and the Fin Mgmt Committee proposed the work packages and their scopes to the task force in June 2003 meetings in San Jose. The structure and scopes were accepted at that time.

Tim added that he asked the question of David and Tam: "Without the reader functionality specified and without the security specified will the deliverables as now proposed achieve interoperability?" To which, the answer was yes.

The leadership group then went on to discuss the possibilities of achieving interoperability. Regarding security, it was discussed that the work package must define a process to implement security. Specifically a discussion of the architecture of how to bridge different security systems. Tom gave BART’s work integrating to Translink. He stated that BART readers have multiple SAM sites and have a regional key to achieve interoperability and a BART key to maintain autonomy. Bart can potentially provide documentation. The final guidance of the group was that the deliverables from WP3 can’t be less than what was promised to the Rail CEOs.

Tim took on the action of speaking with Bob Murray and Gary Yamamura regarding this issue.

Shifting to the discussion of specifying the functionality of the reader, Tom stated that he feels that a "driver" must be developed that can allow a gate to work with a reader similar to a PC working with a printer. Tom asked the group if they felt this would allow down-stream change-out of readers. Rick stated that the complexity of this integration would depend on if the reader was supported

Rick stated that he saw two options for the reader (WP2):

  1. Standardize the reader functionality AND the interface to the operator system.
  2. Only standardize interface between the reader and the operator system

It was noted that vendors would certainly oppose the first option because this is where substantial IP resides (and where competitive advantages/ differentiation cases are made) and that this would require extensive R&D and integration.

The goal was stated as interoperability at a reasonable price. Tim attempted to develop a block diagram to understand the discussion and verbally presented the figure below:

 

Driver Interface Interface

Tom suggested using the TCIP specifications as a baseline and developing the interfaces above. Rick noted that Visa/MasterCard have specs more in line with what the Systems WG is proposing.

The next steps were determined to be:

  1. Get the proposal from the Systems WG
  2. Meeting between Tom Parker, Rick, Tam, and Systems WG

 

   

Fare Media Committee- Henry Rosen

The Fare Media Committee next meets on Aug 23

The "Farecard Procurement Procedures" document approved on 7/19- included one no vote with comment, and 2 yes votes with comment. Comment resolution meeting will be scheduled in upcoming weeks.

The Magnetics WG having trouble achieving quorums at meetings. Tim W. will work with Rich Lobron to send individual email to WG distribution confirming their desire to participate.

Henry reported: that the next Fare Media Committee meeting would be Aug. The primary purpose would be to review final comment resolution of the Farecard Procurement Procedures document prior to submitting to Task Force ballot.

The Committee approved the Procedural WG "Farecard Procurement Procedures" document by a vote of 6-1. There was one no vote with comment from BART and two yes votes with comment by Cubic and 3PCI. These comments will be resolved at a meeting to be scheduled in the upcoming weeks.

The Magnetic WG is having a difficult time achieving quorums on their teleconferences. The last 2 calls were void due to lack of participation. Tim W. will work with Rich Lobron to send individual emails to all those on the WG distribution list confirming their desire to participate.

 

The next TF Leadership call is scheduled for Thursday, Aug 12 at Noon Eastern Time.

Action Items

    • Tim W.- Communicate with Bob Murray and Gary Yamamura regarding sharing BART security approach with WP3 team
    • Tom Parker- Schedule final meetings with three Rail CEO committee vendors to achieve consensus regarding IP Policy.
    • Tom Parker- Review Systems WG proposal of scope change and arrange for meeting with Fin Mgmt and Systems WG leaders to discuss.

Some of these pages may include links to documents in the Adobe PDF format. Please download the Adobe PDF reader if you have not already done so.