Chung Chung Tam, Chicago Transit Authority - APTAStandards.com

American Public Transportation Association (APTA)
Universal Transit Farecard Standards (UTFS) Program
Financial Management Committee
TeleMeeting Minutes: October 7, 2004
Participants:
Chung Chung Tam, Chicago Transit Authority
(Chair) Alexander Pi, Scheidt & Bachmann USA
Rick Barrett, Quattran Associates (Vice Chair) Gary Yamamura, Three Point Consulting
Jennifer Cheng, Metro. Transportation Commission Dave Phelps, APTA
David Faust, Chicago Transit Authority Leisa Moniz, USDOT/Volpe Center
Barnie Louie, BART
Gerry Lington, Parsons
Kevin Krest, G&D
Bob Murray
Craig Maxey, WMATA
Olatunji Nowlin, Chicago Transit Authority
Darshana Patel, Chicago Transit Authority
Roll call, Volpe Center
Meeting Goals and Objectives
Chung Chung Tam, Committee Chair outlined the goals and objectives for the meeting.
Meeting Goals & Objectives,
Tam
APTA Annual Meeting/Rail
CEO Meeting Report-out, Tam:
1
• APTA Annual Meeting/Rail CEO Meeting and
RMC Report-outs
• CEN Meeting Report-out
• Work group leaders report-out
Tom Parker, UTFS Program Chair, provided an update on
the program at the recent Rail CEO Committee meeting held
in conjunction with the APTA Annual Meeting on Sunday,
October 10 th in Atlanta, GA.
The meeting was well attended and all three (3) balloting
vendors for the UTFS program were also present (Cubic,
ERG and S&B).
Much of the discussion focused on the scope issue and
program goal and objectives. The scope discussion evolved
around whether the program outputs would provide device-
level interoperability or system-level interoperability. After
some discussion, those at the session concluded that devicelevel
interoperability is the level of interoperability required
for the program.

Revenue Management
Committee Activities reportout,
Tam:
2
American Public Transportation Association (APTA)
Universal Transit Farecard Standards (UTFS) Program
Financial Management Committee
TeleMeeting Minutes: October 7, 2004
Several action items came out of the discussion and are as
follows:
Supplier-only Meeting @ APTA, date TBD:
APTA will host a Suppliers-only meeting. Date TBD,
however it was stated that the meeting should occur 10 days
prior to the November17-18 th meeting already scheduled in
NY. This meeting will be held at APTA headquarters in
Washington, D.C.
Nov. 17 th Meetings @ PANYNJ offices, New York, NY:
• APTA UTFS Transit agency-only meeting:
• Tom Parker is putting together a list of agency
invitees, along with the appropriate APTA and
Volpe program staff support.
• APTA UTFS Supplier-only meeting:
• Based upon the supplier-only meeting held at APTA
offices this meeting may/may not be needed. The
supplier group will determine if the meeting on the
17 th is needed.
Nov. 18 th Meeting @ PANYNJ offices, New York, NY
APTA UTFS Transit/Supplier Meeting:
Based on the previous day discussions the goals and
objectives of this session will be to bring each of the groups
together and reach a final consensus on UTFS program
mission and scope.
Several call participants expressed a concern about schedule
and availability for the APTA coordinated suppliers-only
meeting as we are already in mid-October and many
participants are scheduling activities for that timeframe.
APTA, Martin Schroeder and Dave Phelps have the action
to draft the agenda and letter of invitation. Tim
Weisenberger, Volpe, has provided a list of all suppliers
who have participated in the UTFS program to APTA.
Over 40 people attended the Revenue Management
Committee meeting held on Sunday, October 10 th . Major
activities of the RMC will include: rewriting the bylaws,
planning the 2005 Fare Collection Workshop, Oakland, CA,

CEN Meeting Report-out, Tam:
Work Group Leaders Reportout:
Business Process Work Group
Report-out, Rick Barrett:
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American Public Transportation Association (APTA)
Universal Transit Farecard Standards (UTFS) Program
Financial Management Committee
TeleMeeting Minutes: October 7, 2004
developing the electronic newsletter (published in
November 2004), and Training and Outreach.
Anyone interested in participating in RMC activities should
contact Tam.
At the meeting the subcommittee Chairs and Vice Chairs
provided updates on their activities.
ISO TC204 Report-out from Beijing:
4 representatives from US were present
10 countries represented (France, UK, Norway, Germany,
South Africa, Australia, China, Korea and Japan)
Cubic sent a rep.
IFMS Workshop:
Tam was unable to attend the IFMS workshop due to travel
delays, however Al Chan presented the briefing on
UTFS/CEN, including the high-level gap analysis that was
done between UTFS/CEN. Major issues included:
definitions/glossary and autoload. UTFS reps. Said that if
UTFS participates in CEN, it can’t impede the WP#4
development.
ISO TC204 Meeting:
The next day’s meeting focused on presenting the IFMS as
an official work item. Tam indicated that Japan objected to
approving IFMS as a work item; the issue was scope and
Japan felt the scope proposed wasn’t clear. The scope was
rewritten and submitted on a Form 4 and then approved.
In terms of the proposed Part 2, Messaging and Data
Elements. CEN will generate a Form 4; develop scope and
present at a future meeting.
Rick Barrett stated that the final version of the Business
Issues document was circulated for its final review. Any
comments should be submitted to Rick prior to COB,
October 29 th .

Systems Work Group Reportout:
WP#1:
WP#3:
WP#4:
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American Public Transportation Association (APTA)
Universal Transit Farecard Standards (UTFS) Program
Financial Management Committee
TeleMeeting Minutes: October 7, 2004
Work Package #1: Barney Louie, BART indicated that the
WP#1 report has been circulated for the first round of
review and comments. BART, ERG, Cubic, Bob Murray
and Thales have provided comments to date. Other
organizations including G&D and S&B will have comments
as well.
Some discussion ensued regarding the necessity for a Test
Plan document. Several call participants indicated that this
will be a topic of discussion for a call scheduled for Friday
at 12noon. Additionally, some high level concern was
expressed regarding the visual presentation of the document
and associated language in the document. These issues will
also be addressed on the call on Friday, October 22 nd at
12noon, immediately following the WP#1 call.
Gary Yamamura provided an update as follows:
Sections 1-7 are drafted
Section 8 draft was submitted yesterday to Gary
Section 9 draft was submitted approximately two weeks ago
Section 10 draft is complete, except for two subsections.
Consolidated and completed draft to WP#3 team members
with a 30-day review cycle should be completed by mid-
December. The caveat to this schedule will be if the
remaining subsections for Section 10 are submitted on time.
The document should go to full Committee review in
January.
Dave Andrews has received comments on the RIS Part 4 as
presented in Cambridge in September. Dave is in the
process of consolidating those comments and will
redistribute sometime later this week.
BAH Contract Extension
The extension to the BAH contract allowing them to include
the RIS Part 4 in their scope has been with APTA. APTA
hopes to have Tony Kouneski sign this week and get to
BAH.

American Public Transportation Association (APTA)
Universal Transit Farecard Standards (UTFS) Program
Financial Management Committee
TeleMeeting Minutes: October 7, 2004
ITSO background material has been prepared and
distributed to the group for future discussion.
Next call is scheduled for Oct. 20 th at 11:30 AM Eastern.
The next conference call of the Financial Management Committee will be on Monday,
November 22nd at 12 NOON EASTERN TIME.
Summary
Leisa provided the recap:
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• APTA has action item to schedule a Supplier-only meeting at APTA headquarters.
• Tom Parker is coordinating the invitees and agenda for the Transit-only meeting in New
York, NY on November 17 th .
• Comments on the Business Process Issues Document are due to Rick Barrett by COB,
October 29 th .
• Anyone interesting in participating in RMC activities should contact Tam.
• APTA has an action item to approve BAH contract extension and get to APTA.