Multimodal Fare Payment Integration (2020)

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52 The Survey Questionnaire A P P E N D I X A TCRP Synthesis Study: Multimodal Fare Payment Integration What is your name?* _________________________________________________ What is your job title?* _________________________________________________ Which transit agency do you work for?* _________________________________________________ If you do not want your agency to be named in the report, please check the box below. [ ] I do not want my agency to be named in the final report. 1) What transit modes are provided by your agency? [ ] Urban bus [ ] Suburban bus [ ] Bus rapid transit [ ] Urban rail [ ] Suburban rail [ ] Tram [ ] Ferry [ ] Vanpool/rideshare

The Survey Questionnaire 53 2) What other transit modes are available in your area? [ ] Urban bus [ ] Suburban bus [ ] Bus rapid transit [ ] Urban rail [ ] Suburban rail [ ] Tram [ ] Ferry [ ] Vanpool/rideshare [ ] ADA paratransit [ ] Other - Write In (Required): _________________________________________________* [ ] None of the above 3) What nontransit modes are provided by your agency? [ ] Car sharing [ ] Ride hailing [ ] Bike sharing [ ] Scooter sharing [ ] Parking [ ] Tolling [ ] Other - Write In (Required): _________________________________________________* [ ] Other - Write In (Required): _________________________________________________* [ ] Other - Write In (Required): _________________________________________________* [ ] None of the above [ ] ADA paratransit [ ] Other - Write In (Required): _________________________________________________*

54 Multimodal Fare Payment Integration 4) What nontransit modes are available in your area provided by private parties? [ ] Car sharing [ ] Ride hailing [ ] Bike sharing [ ] Scooter sharing [ ] Parking [ ] Tolling [ ] Other - Write In (Required): _________________________________________________* [ ] Other - Write In (Required): _________________________________________________* [ ] Other - Write In (Required): _________________________________________________* [ ] None of the above Logic: Hidden unless: #2 Question “What other transit modes are available in your area?” is one of the following answers (”Urban bus,” “Suburban bus,” “Bus rapid transit,” “Urban rail,” “Suburban rail,” “Tram,” “Ferry,” “Vanpool/rideshare,” “ADA paratransit,” “Other - Write In (Required)”) Who is providing the transit services that are not provided by you? Name of the 1st agency/private party Name of the 2nd agency/private party Name of the 3rd agency/private party Logic: Hidden unless: #4 Question “What nontransit modes are available in your area provided by private parties?” is one of the following answers (“Car sharing,” “Ride hailing,” “Bike sharing,” “Scooter sharing,” “Parking,” “Tolling,” “Other - Write In (Required)”

The Survey Questionnaire 55 Who is providing the nontransit services that are not provided by you? Name of the 1st company Name of the 2nd company Name of the 3rd company 5) How many electronic fare payment systems are available (or under development) in your agency's service area?* Please also count the systems that your agency is not part of. ( ) None ( ) One EFPS ( ) More than one EFPS Logic: Hidden unless: #5 Question “How many electronic fare payment systems are available (or under development) in your agency's service area?” is one of the following answers (“One EFPS”) Please describe the different EFPSs that are available in your agency's service area. In the description, please name the EFPS, even if you are not part of it. We ask you to indicate the modes covered by the system, the service providers of those modes and the technology in use. Logic: Hidden unless: #5 Question “How many electronic fare payment systems are available (or under development) in your agency's service area?” is one of the following answers (“More than one EFPS”) Please describe the EFPSs available in your agency's service area. In the description, please name every EFPS, including the ones you are not part of. For each system, we ask you to indicate the modes covered by the system, the service providers of those modes and the technology in use.

56 Multimodal Fare Payment Integration Logic: Show/hide trigger exists. Hidden unless: #5 Question “How many electronic fare payment systems are available (or under development) in your agency's service area?” is one of the following answers (“One EFPS,” “More than one EFPS”) 6) Are any of the services provided by your agency part of an electronic fare payment system (EFPS)?* ( ) Yes ( ) In progress ( ) No Logic: Hidden unless: #6 Question “Are any of the services provided by your agency part of an electronic fare payment system (EFPS)?” is one of the following answers (“Yes,” “In progress”) 7) What is the scope of the EFPS? ( ) Single agency ( ) Multiagency Logic: Hidden unless: #6 Question “Are any of the services provided by your agency part of an electronic fare payment system (EFPS)?” is one of the following answers (“Yes,” “In progress”) 8) How was the EFPS designed? ( ) As a proprietary fare payment system ( ) As a standards-based fare payment system Logic: Show/hide trigger exists. Hidden unless: #6 Question “Are any of the services provided by your agency part of an electronic fare payment system (EFPS)?” is one of the following answers (“Yes,” “In progress”) 9) Which type of fare system architecture is in place? ( ) Card-based ( ) Account-based ( ) Other - Write In (Required): _________________________________________________*

The Survey Questionnaire 57 Logic: Hidden unless: #9 Question “Which type of fare system architecture is in place?” is one of the following answers (“Account-based,” “Other - Write In (Required)”) 10) Is the payment architecture closed or opened? ( ) Closed (loop) payment architecture ( ) Open (loop) payment architecture ( ) Not applicable Logic: Hidden unless: #6 Question “Are any of the services provided by your agency part of an electronic fare payment system (EFPS)?” is one of the following answers (“Yes,” “In progress”) 11) Has your agency achieved payment convergence with private parties as part of an EFPS?* ( ) Yes ( ) No ( ) In progress Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“Yes”) Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“No,” “In progress”)

58 Multimodal Fare Payment Integration 12) What services are part of the EFPS that you will describe in this survey? Please include services provided by your agency, other agencies and private parties. (e.g., Service 1: Subway - MBTA, Service 2: Ride hailing - Uber) Mode Provider Service 1 Service 2 Service 3 Service 4 Service 5 Service 6 13) When was the private party incorporated into the EFPS? ( ) 0–12 months ago ( ) 1–3 years ago ( ) Over 3 years ago 14) What design approach was applied in case of the EFPS? ( ) Lead transit agency with regional partners ( ) Regional transit authority ( ) Peer-to-peer ( ) Other - Write In (Required): _________________________________________________*

The Survey Questionnaire 59 15) Who initiated payment convergence with the private party? ( ) Your agency ( ) (One of the) private service providers ( ) Other - Write In (Required): _________________________________________________* 16) What is the level of integration from the customers’ perspective in the EFPS between the private party and your services? [ ] Integrated journey planning for multimodal journeys [ ] Integrated pricing for multimodal journeys (e.g., transfer discount) [ ] Segregated pricing for multimodal journeys using a single customer account and fare media (including mobile app) [ ] Segregated pricing for multimodal journeys using multiple customer accounts and a single fare media (including mobile app) [ ] Other - Write In (Required): _________________________________________________* 17) What is the level of payment convergence? [ ] Customer portal [ ] Customer account [ ] Fare media (including mobile app) [ ] Payment method [ ] Other - Write In (Required): _________________________________________________* Logic: Hidden unless: #17 Question “What is the level of payment convergence?” is one of the following answers (“Fare media (including mobile app)”)

60 Multimodal Fare Payment Integration Which fare media can be used (or is under development) on transit and nontransit modes covered by the EFPS? On mobile phone Physical media Not available Proprietary near-field communication (NFC) [ ] [ ] [ ] Open-loop bank cards [ ] [ ] [ ] Quick Response (QR) codes [ ] [ ] [ ] 18) Which services and business processes are shared between participants in the EFPS? [ ] Media issuance [ ] Product/media sales (web, retail, sales office, TVM) [ ] System monitoring (equipment, security) [ ] Transaction data processing [ ] Reconciliation & settlement [ ] Data analytics [ ] Other - Write In (Required): _________________________________________________* 19) What were the most important topics that needed broad agreement to implement multimodal fare payment convergence with the private party? ____________________________________________ 20) What were the biggest challenges during building the consensus with private parties? ____________________________________________ Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“No,” “In progress”)

The Survey Questionnaire 61 21) Who would initiate the payment convergence between your agency and a private party? ( ) Your agency ( ) (One of the) private service providers ( ) Other - Write In (Required): _________________________________________________* 22) What design approach would you apply in case of the EFPS? ( ) Lead transit agency with regional partners ( ) Regional transit authority ( ) Peer-to-peer ( ) Unsure in this stage ( ) Other - Write In (Required): _________________________________________________* 23) What is the desired level of service integration by your agency with a private party? [ ] Integrated journey planning for multimodal journeys [ ] Integrated pricing for multimodal journeys (e.g., transfer discount) [ ] Segregated pricing for multimodal journeys using a single customer account and fare media (including mobile app) [ ] Segregated pricing for multimodal journeys using multiple customer accounts and a single fare media (including mobile app) [ ] Unsure in this stage 24) What would be the level of payment convergence desired? [ ] Customer portal (e.g., website) [ ] Customer account [ ] Fare media (including mobile app) [ ] Payment method [ ] Unsure in this stage

62 Multimodal Fare Payment Integration Logic: Hidden unless: #24 Question “What would be the level of payment convergence desired?” is one of the following answers (“Fare media (including mobile app)”) Which fare media would be in use? On mobile phone Physical media Will not be available Proprietary near-field communication (NFC) [ ] [ ] [ ] Open-loop bank cards [ ] [ ] [ ] Quick Response (QR) codes [ ] [ ] [ ] 25) Which services would be converged with a private party? [ ] Media issuance [ ] Product/media sales (web, retail, sales office, TVM) [ ] System monitoring (equipment, security) [ ] Transaction data processing [ ] Reconciliation & settlement [ ] Data analytics [ ] Unsure in this stage [ ] Other - Write In (Required): _________________________________________________* 26) What are the most important topics that need broad agreement to implement multimodal fare payment convergence with a private party? ____________________________________________

The Survey Questionnaire 63 27) What would you expect to be the biggest challenges to build consensus with private parties? ____________________________________________ Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“Yes”) 28) What types of procurement strategies were used for the procurement of the EFPS? [ ] A turnkey solution (single vendor or consortium for all subsystems to be provided). [ ] Your agency acted as its own integrator hiring multiple vendors to supply different subsystems. [ ] Your agency procured a systems integrator to integrate multiple subsystems from different vendors. [ ] Your agency developed a public–private partnership. [ ] Other - Write In (Required): _________________________________________________* 29) If you had to procure a similar system now, how would you do it? [ ] Your agency chose a turnkey solution (single vendor or consortium for all subsystems to be provided). [ ] Your agency acted as its own integrator hiring multiple vendors to supply different subsystems. [ ] Your agency procured a systems integrator to integrate multiple subsystems from different vendors. [ ] Your agency developed a public–private partnership. [ ] Other - Write In (Required): _________________________________________________* 30) What have been the biggest challenges when engaging the private sector to deploy multimodal payment convergence? ____________________________________________

64 Multimodal Fare Payment Integration Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“No,” “In progress”) 31) What types of procurement strategies for the EFPS are most attractive to your agency if a private party is involved? [ ] A turnkey solution (single vendor or consortium for all subsystems to be provided). [ ] Agency acts as its own integrator hiring multiple vendors to supply different subsystems. [ ] Agency procures a systems integrator to integrate multiple subsystems from different vendors. [ ] Agency develops a public–private partnership. [ ] Your agency includes a pilot demonstration stage. [ ] Unsure in this stage [ ] Other - Write In (Required): _________________________________________________* 32) What are the biggest challenges when engaging the private sector to deploy payment convergence? ____________________________________________ Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“Yes”) 33) What did you expect to be the results of payment convergence between your agency and the private party? [ ] Customers/Riders increase in transit [ ] Customers/Riders increase in nontransit [ ] Decrease transit boarding time

The Survey Questionnaire 65 [ ] Decrease waiting time for purchasing and topping up fare media [ ] Cost savings [ ] Enable the ability to implement cross-program incentives across customer groups such as seniors, students, and customers with disabilities [ ] Other - Write In (Required): _________________________________________________* Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“No,” “In progress”) 34) What would be the results of payment convergence between your agency and a private party? [ ] Customers/Riders increase in transit [ ] Customers/Riders increase in nontransit [ ] Decrease transit boarding time [ ] Decrease waiting time for purchasing and topping up fare media [ ] Cost savings [ ] Enable the ability to implement cross-program incentives across customer groups such as seniors, students, and customers with disabilities [ ] Unsure in this stage [ ] Other - Write In (Required): _________________________________________________* Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“Yes”) 35) What special fares and pass programs are available on transit and nontransit services provided by your agency?

66 Multimodal Fare Payment Integration [ ] Student fares [ ] Senior fares [ ] Low-income fare program [ ] Individuals with disabilities program [ ] None [ ] Other - Write In (Required): _________________________________________________* 36) Which special fares and programs have been replicated on the services provided by the private party? [ ] Student fares [ ] Senior fares [ ] Low-income fare program [ ] Individuals with disabilities program [ ] None [ ] Other - Write In (Required): _________________________________________________* 37) What challenges did you face or are you facing in ensuring accessibility and equity for all users when dealing with the private party? ____________________________________________ Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“No,” “In progress”) 38) What special fares and pass programs are currently available on transit and nontransit services provide by your agency? [ ] Student fares [ ] Senior fares [ ] Low-income fare program [ ] Individuals with disabilities program

The Survey Questionnaire 67 [ ] None [ ] Other - Write In (Required): _________________________________________________* 39) Which special fares and programs do you expect to replicate on the services provided by a private party? [ ] Student fares [ ] Senior fares [ ] Low-income fare program [ ] Individuals with disabilities program [ ] None [ ] Other - Write In (Required): _________________________________________________* 40) What challenges would you anticipate facing in ensuring accessibility and equity for users when dealing with a private party? ____________________________________________ Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“Yes”) 41) What personally identifiable information does your agency share with the private party? [ ] Trip and price data [ ] Full name [ ] Picture [ ] Home address [ ] Email address [ ] Personal identification numbers ( e.g., government-issued identification number, driver’s license)

68 Multimodal Fare Payment Integration [ ] Credit card/billing information [ ] Date of birth [ ] Birthplace [ ] Telephone number [ ] Token ID [ ] None of the above [ ] Other - Write In (Required): _________________________________________________* 42) What personally identifiable information does the private party share with your agency? [ ] Trip and price data [ ] Full name [ ] Picture [ ] Home address [ ] Email address [ ] Personal identification numbers (e.g., government-issued identification number, driver’s license) [ ] Credit card/billing information [ ] Date of birth [ ] Birthplace [ ] Telephone number [ ] Token ID (or unique identifier of the fare media) [ ] None of the above [ ] Other - Write In (Required): _________________________________________________* 43) For which purpose(s) does your agency use the collected data? [ ] Marketing [ ] Journey planning

The Survey Questionnaire 69 [ ] Reconciliation and settlement [ ] Customer support [ ] Meeting legal obligation [ ] Data commercialization (please explain): _________________________________________________* [ ] None of the above [ ] Other - Write In (Required): _________________________________________________* Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“No,” “In progress”) 44) What personally identifiable information does your agency anticipate sharing with a private party? [ ] Full name [ ] Picture [ ] Home address [ ] Email address [ ] Personal identification numbers (e.g., government-issued identification number, driver’s license) [ ] Credit card/billing information [ ] Date of birth [ ] Birthplace [ ] Telephone number [ ] Token ID (or unique identifier of the fare media) [ ] None of the above [ ] Other - Write In (Required): _________________________________________________*

70 Multimodal Fare Payment Integration 45) What personally identifiable information would you expect to be shared with your agency by a private party? [ ] Full name [ ] Picture [ ] Home address [ ] Email address [ ] Personal identification numbers (e.g., government-issued identification number, driver’s license) [ ] Credit card/billing information [ ] Date of birth [ ] Birthplace [ ] Telephone number [ ] Token ID [ ] None of the above [ ] Other - Write In (Required): _________________________________________________* 46) For which purpose(s) would your agency use the collected data? [ ] Marketing [ ] Journey planning [ ] Reconciliation and settlement [ ] Customer support [ ] Meeting legal obligations [ ] Data commercialization (please explain): _________________________________________________ [ ] None of the above [ ] Other - Write In (Required): _________________________________________________*

The Survey Questionnaire 71 Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“Yes”) 47) Which of the expected benefits of multimodal payment convergence have been realized? ____________________________________________ 48) What lessons did you learn that you would share with those agencies who are currently considering payment convergence? ____________________________________________ 49) In your opinion, would more regulations or standards for private parties assist with payment convergence? ( ) Yes ( ) No ( ) Other - Write In (Required): _________________________________________________* Logic: Hidden unless: #49 Question “In your opinion, would more regulations or standards for private parties assist with payment convergence?” is one of the following answers (“Yes”) 50) Which regulations or standards would you find helpful? ____________________________________________ Logic: Hidden unless: #49 Question “In your opinion, would more regulations or standards for private parties assist with payment convergence?” is one of the following answers (“No”) 51) Please explain why you think more regulations or standards would not assist with payment convergence with private parties. ____________________________________________

72 Multimodal Fare Payment Integration Page entry logic: This page will show when: #11 Question “Has your agency achieved payment convergence with private parties as part of an EFPS?” is one of the following answers (“No,” “In progress”) 52) In your opinion, would more regulations or standards for private parties assist with payment convergence? ( ) Yes ( ) No ( ) Other - Write In (Required): _________________________________________________* Logic: Hidden unless: #52 Question “In your opinion, would more regulations or standards for private parties assist with payment convergence?” is one of the following answers (“Yes”) 53) Which regulations or standards would you find helpful? ____________________________________________ Logic: Hidden unless: #52 Question “In your opinion, would more regulations or standards for private parties assist with payment convergence?” is one of the following answers (“No”) 54) Please explain why you think that more regulations or standards for private parties would not assist with payment convergence. ____________________________________________ 55) Who do you think currently is the best positioned to offer MaaS to consumers? Please explain why. ____________________________________________ If you would like to address any issue, question or comment, please leave them here. ____________________________________________ Thank You!