Mike Duncombe

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• Mike Duncombe
• Yorcard Programme Manager

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Yorcard Past, Present Future

• Mike Duncombe
• Yorcard Programme Manager

\Yorcard\Presentations\Material for Demos and
Presentations sept 2009\Yorcard Pilot Vision
11sep2009.ppt
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Agenda

• The Yorcard Pilot
• Where do we go from here?
• The impact of BSOG changes
• What is Yorcards Vision?

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A Little History

• Yorcard Ltd is a company limited by guarantee
• Guarantors are South Yorkshire PTE and Metro
• Smart Card ticketing has been a live issue for
  PTEs since early 90s
• Yorcard full scheme tender 2002/3
• A pilot project was conceived and let to Scheidt
  Bachmann in 2006
• Contract was concluded in March, 2007

• Contactless, integrated, smartcard ticketing
  scheme
• Proof of concept
• ITSO Compliant
• Multi-modal
• Multi-operator in a deregulated environment
• Multi-application
• Trial the systems and processes
• Back office / business rules
• Card Management
• Integration
• Research Outputs, include
• Touch on only period products
• Touch on / touch off pay as you go products
• E-money to drive pay as you go products
• Customer experience and attitude
• Trial complex products

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Bus Operators

• Stagecoach
• 50 Buses
• 2 Routes (52, 120)

• Mass (BrightBus)
• 60 Buses
• 3 Schools

• First South Yorkshire
• 100 Buses
• Routes 40, 41, 42, 51 52

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The On-bus Experience

• Touch On Only
• Touch-on/Touch-off

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Rail
Ticket Vending Machine
Platform Validator
Handheld
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Products

• Of Course,
• ENCTS
• Travel Master (Multi Operator Products)
• Childrens Concessions
• But also, innovative products
• 28 Day Megarider
• Smart only product
• Financial Incentive
• First Week 52 Red
• Combining print and plastic
• Pay as You Go

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Yorcard Pilot Success Lessons

• There is a tendency for suppliers and procurement
  teams to be over optimistic
• Current solutions are too difficult for smaller
  operators
• There is a tendency to focus on technical issues
  rather than the business processes and the
  customer experience
• A comprehensive on-site testing facility is a
  necessity
• One size does not fit all
• An adequately large, informed, skilled team is
  required to manage the procurement and delivery

• The most complex ITSO scheme in the country
• The only one to issue and accept commercial
  products
• The only one with integrated and interoperable
  smart products
• Pilot running in Touch on only mode for over 12
  months
• Huge complexity of TOTO delivered in just over 6
  months
• Technical solution challenging, but achieved
• Lessons learned are guiding the way forward,
  technically, operationally and commercially

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Agenda

• The Yorcard Pilot
• Where do we go from here?
• The impact of BSOG changes
• What is Yorcards Vision?

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Impact of BSOG Changes

• BSOG changes will encourage larger operators to
  build their own smart infrastructure and issue
  their own smartcards, but will not create
  interoperable, integrated ticketing commercial
  agreements need to be made
• BSOG changes may be insufficient to make a case
  for smaller operators to implement smart card
  ticketing schemes and current solutions are too
  difficult to manage they need help to get into
  (and stay in) the smart card club
• Non PTE TCAs in the region do not have the
  capability to process smart ENCTS transactions
  (may be mis-allocating their concessionary
  payments, and putting themselves at risk of
  unfavourable audits)

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SYPTE Metro Integrated Ticketing Vision

• Region-wide interoperable, integrated ticketing
• Smart ENCTS processing and reimbursement
  facilities available for all regional non-PTE
  TCAs
• A level playing field for all operators
• A regional multi-operator smart ticketing
  solution, based on the existing Metrocard and
  TravelMaster brands, expanded with innovative
  products into new geographical areas (e.g. York,
  Harrogate)
• A regional e-money Pay as you Go solution which
  allows a passenger to travel on any means of
  public transport where they see the Pay as you
  Go logo, and retains the commercial independence
  of the operators

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Delivering the Vision

• Yorcard will achieve the vision by
• Creating cost-effective transaction processing
  facilities for TCAs, Multi-operator ticketing
  operations and public transport operators
• Funding the development of a smart card ticketing
  solution suitable for small operators
• Creating a regional e-money offering to promote
  integration in partnership with a suitable
  E-Money Firm
• Promoting the use of smart ticketing by issuing
  branded, commercial interoperable cards on behalf
  of operators and MTOs
• Actively promoting Yorcards services in the
  region and acquiring operators and TCAs as
  customers.

Private Investment to deliver public value at
commercial rates
Public Investment to create business
infrastructure Recover Costs
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• Kevin Farquharson
• SCNF

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Developing Smart Ticketing Technology in the
Transport Sector

• Kevin Farquharson
• Co-Chair Smart Card
• Networking Forum (SCNF)
• 26th October 2009

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What is the SCNF?

• Smart Card Networking Forum formed in 2001 for
  Local Authorities to share information and
  experience
• Re-launched Spring 2009 with new branding
  website
• SCNF is a non-profit organisation providing a
  premium events network, online resource user
  forum for Local Authorities choosing
  multi-application smart card schemes to improve
  service delivery, adding value by bringing
  together the smartest users the most innovative
  providers.
• Free for Local Authority and not for profit
  organisation representatives to join attend
  events
• See our website _at_ www.scnf.org.uk

www.scnf.org.uk
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Thank you to our sponsors
www.scnf.org.uk
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• What are local authorities doing in Smart
  Ticketing?
• Answer largest issuer of transport smart
  cards....

www.scnf.org.uk
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Multi-application Scheme Examples

• ENCTS over 8 million concession cards issued
• Scotland 1.5 million concession cards issued
• Wales rolling out concession card
• Bolton transport multi-application card -
  JCOP31
• Bracknell Forest ENCTS, library, leisure, proof
  of age, schools, loyalty on JCOP31 card
• SYPTE combined staff card with ITSO DfT
  research
• Hillingdon parking, library, loyalty leisure
  (June 2009)
• Most based on LASSeO standardised encoding

www.scnf.org.uk
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Challenges Faced

• Business case for multi-application schemes
• ITSO removing accreditation for Mifare from 12/09
• Rolling out transport applications and bus
  readers
• Data is often out of date and poor quality
• Card design needs to balance creative, practical
  and mandated elements on a very small printed
  area!

www.scnf.org.uk
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Bolton Smart

• There are currently three schemes
• Bolton Smart, B Smart and Staff ID
• Access to library leisure including discounts
• sQuid e-money up to 3 purses
• ITSO type 2 STR launched Sept 2009
• 55,000 cards issued
• Future plans
• car parks, cashless catering, Government
• Connect, Extended Schools Programme

Resident
www.scnf.org.uk
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Bracknell Forest Scheme

• Scheme Facts
• 66,000 cards issued
• Single enrolment for all services
• Scheme Objectives
• Increase access to services
• Town fit for 21st century
• Better value for money
• Sustain economic prosperity
• Promote positive behaviour
• Scheme Expansion Plans
• Parking Service
• e-purse
• Access and security
• Direct payments

• Applications
• Concessionary transport
• Library
• Leisure
• Loyalty
• Cashless catering

Resident
www.scnf.org.uk
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Yorcard - Trial of a Multi-Mode Citizens
Services Smartcard

• A simple technological trial in a laboratory
• Loading leisure and library applications
• With Yorcard smartcards
• Mifare Classic 4k LASSeO encoding
• User surveys with existing smartcard users
• Yorcard/ENTCS users
• Users of Sheffield City Council smartcards
• Focus groups and surveys
• Structured interviews with individuals within
  various organisations
• A review of what other schemes are delivering to
  their customers

www.scnf.org.uk
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Yorcard - Headline Results

• It doesnt cost much or take long to build
• No impact on transaction time for Smart Sheffield
  equipment
• Still some work to do on transport equipment
• Encode ITSO transport app first then other
  applications
• Consumers want
• Discounts/loyalty
• One card - easier to manage/replace
• Single point of help
• Consumers dont want
• Loss of multiple services if card lost
• Big Brother

• Order of Priority
• Public transport
• Leisure
• Libraries
• ID card other services
• Car parking

www.scnf.org.uk
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Smart London Boroughs
2003 Oyster 2004 SEALEGS 2005 Newham Library
Card 2006 Waltham Forest OneCard 2007 Kingston
Card 2008 Lewisham OneCard 2009 Hillingdon First
Card Also Enfield Schools Camden school
transport
www.scnf.org.uk
www.scnf.org.uk
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Hillingdon First Card

• Multi-application Your London Card
• Positive business case for rollout
• Roll-out to adults mid 2009 (150 000 cards)
• Discounted parking for residents (Metric)
• Replaces residents library card (Sirsi-Dynix)
• Local business loayalty discount
• Integrated with CRM call centre
• SNAPI included in card encoding
• Future schools and leisure
• YLC encoding verified by AIDC in Halifax

Waste Recycle
www.scnf.org.uk
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London Schemes Current Future
Waste Recycle
Resident
Staff ID Access
Shopping Discount/ Loyalty
School
Culture
Leisure Youth
Library
Hillingdon
Lewisham
Cash Collection Credit Union
RB Kingston on Thames
Waltham Forest
Rewards
www.scnf.org.uk
www.scnf.org.uk
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Resident Cards in London

• The Mayor of London has proposed a pass for young
  people to gain access at discounted rate to art,
  theatre and other culture
• There is a study underway....

www.scnf.org.uk
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ITSO LASSeO Encoding

• ITSO LASSeO have agreed co-encoding method
• LASSeO has published multi-application encoding
  specification for Mifare and Desfire card types
• LASSeO SCNF are preparing guidelines
• Minimum encoding for post addition of
  applications
• Print and encode Local Authority Entitlement
  Number
• Initial encoding of non-transport applications
• Few Concession passes are encoding with other
  Apps
• Switch to Desfire from 01/2010 provides new
  opportunity
• Desfire EV1 expected to be supported for 5-10
  years

www.scnf.org.uk
26/10/09
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Smartcard Testing by AIDC

• To ensure inter-operation, cards must either use
  a common standard or applications run in their
  own silos
• LASSeO specification allows for a common
  cardholder data area (CCDA) that can be shared
  between applications
• Applications can also be completely closed if
  required but visible to other applications on
  the card
• AIDC-UK has developed a prototype software tool
  for probing and verifying LASSeO compliant cards
• Must ensure cards have been encoded according to
  LASSeO to ensure inter-operation
• Directory structures, application identifiers,
  data identifiers,
• data types and data encoding are checked
• Initial report provided testing service setup

www.scnf.org.uk
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Opportunities

• Pupils and residents should not need more than
  one card to deal with the local council
  entitlements
• Rapid take up of cards in schools (cashless
  catering etc)
• Cross-service working for greater efficiency
  joined up service delivery
• Drive cost savings better transaction MI
• May be catalyst for fully integrated CRM
• Improved citizen experience - residents will have
  better perception of LAs as being efficient and
  saving money
• SCNF is running a transport workshop on 11/11/09

www.scnf.org.uk
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Questions?

• See www.scnf.org.uk
• Kevin Farquharson
• chair_at_scnf.org.uk
• 07785 361551