Alliance

ITSO, European Standardisation and the Smart Ticketing Alliance

John Verity is Chief Advisor to ITSO Limited. John sits on the ISO/CEN Standardisation committees overseeing smartcards in transport and supports both the UITP and the European Commission as an expert on Smart Ticketing. He was co-ordinator of the European funded project to develop a roadmap towards Europe-wide interoperability for Smart Ticketing. Eurotransport, Volume 11, Issue 3, 2013, page 51-52. ITSO, European Standardisation and the Smart Ticketing Alliance

John Verity outlines the aims of a new alliance which aims to make it possible to travel on all forms of public transport throughout Europe using a single specification NFC- (Near Field
Communications) enabled smartphone.

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Smart Ticketing Alliance established for simpler and easier ticketing systems across Europe

The establishment of the Smart Ticketing Alliance (STA) was announced in an official UITP press release, 28 June 2013.

Following the Memorandum of Understanding (MoU) signed in February 2012, a Smart Ticketing Alliance Charter has now been agreed by representatives of VDV KA (Germany), ITSO (United Kingdom), AFIMB (France) and Calypso Network Association (CNA), together with the International Association of Public Transport (UITP).

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This is another major step forward in making transport ticketing across parts of Europe simpler and easier for passengers!

According to this Charter , the Alliance will be a platform for global cooperation to realise a coordinated approach to establishing Smart Ticketing interoperability for the public transport sector. The Charter includes cooperation on, and establishment of, a trust scheme for public transport that mirrors the Trust Schemes in the mobile phone industry and banking.

The February 2012 MoU agreement already committed the Alliance to cooperate based on the principles of Interoperable Fare Management (IFM) as set out in the EU-IFM Project funded by the European Commission (2008-2010) and the developments in contactless bankcards and NFC-enabled devices, particularly mobile phones.

The main goals of the Alliance are:

  • Cooperation between national and regional Smart Ticketing schemes to establish interoperable Smart Ticketing in Europe and elsewhere.
  • To develop, agree and publish the functional and technical requirements for smart ticketing interoperability.
  • Cooperation on the establishment of Trust Schemes, Specifications and Certification.
  • Cooperation with other European and International bodies to promote interoperability in Smart Ticketing.

The Founding Members of the Smart Ticketing Alliance invite other European stakeholders to join either as Full Members or Associated Members. Full membership is open to national ticketing schemes and regional groups of public transport operators and authorities cooperating in the electronic Smart Ticketing area. Others are welcomed as Associated Members.

A coordinating Secretariat will be established for the Smart Ticketing Alliance from within the UITP to provide a single contact point.

The actual press release can be downloaded here .

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The Smart Ticketing Alliance Charter

This Smart Ticketing Alliance Charter has been prepared and agreed by representatives of the Smart Ticketing organisations in Germany (VDV-KA KG), UK (ITSO), France (AFIMB) and the Calypso Networks Association, together with UITP, following their February 2012 agreement to cooperate on the development of Smart Ticketing interoperability based on the principles of Interoperable Fare Management (IFM) set out in the EU-IFM Project funded by the European Commission and the developments in contactless bankcards and NFC-enabled devices, particularly mobile phones.

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Goals for the Smart Ticketing Alliance

The Smart Ticketing Alliance Charter represents a coordinated approach for establishing Smart Ticketing interoperability in the Public Transport sector.

Main goals of the Alliance are:

  • Cooperation between national and regional Smart Ticketing schemes to establish interoperable Smart Ticketing in Europe and elsewhere
  • Develop, agree and publish the functional and technical requirements for smart ticketing interoperability
  • Cooperation for the establishment of Trust Schemes, Specifications and Certification
  • Cooperation with other European and international bodies to promote interoperability in Smart Ticketing

Cooperation within the Alliance

The Smart Ticketing Alliance Members will cooperate with the purpose of:

  • Sharing experience and Best Practice
  • Cooperating in Working Groups, bringing in Alliance members’ knowledge and expertise
  • Coordinating the Alliance members’ submissions to the standardization process
  • Setting up Trust Schemes

Alliance activities

  • Coordination of contact between the Smart Ticketing Alliance and its Members
  • Establishing and supporting Working Groups for identified topics
  • Supporting standardization and certification processes including the establishment of a formal liaison role with CEN TC224 and TC278, and with ISO TC204
  • Developing and implementing agreed Trust Schemes for Smart Ticketing and its interfaces with other Industry Certification Schemes
  • Disseminating information on activities and development through an Alliance website
  • Representing the Smart Ticketing Alliance with other European/global organisations such as GSMA, NFC Forum, SEPA, European Commission, UIC and IATA

Membership rules

The STA has two categories of Membership: Full Members and Associate Members. The Association will have at least two Full Members at all times.

Full membership is open to:

  • national or international organisations (“scheme providers”) for ticketing;
  • regional organisations for ticketing which include more than two Public Transport Authorities and provided no national organisation is present in and is responsible for that region or;
  • groups of Public Transport Authorities/Public Transport Operators counting more than two of each category, provided no regional or national organisation is present as member of the STA.

The Full Members have the right to participate in the General Meetings, with the right to speak and vote on any issues submitted to the General Meeting, to elect and be elected for the bodies of the Association, to examine the accounts, documents and books concerning the activities of the Association.

Associate membership is open to companies and organisations active in the area of “smart ticketing” for transporation services, provided they are accepted by the Board and commit to comply with Articles, the Regulations, the decisions of the Association’s bodies and the Act.

Association Members may participate in Working Groups. Associate Members shall be allowed to attend meetings of the General Meeting as observers but shall have no voting rights.

Request for Membership shall be made in writing and addressed at the address of the Association to the Board and in accordance with the instructions and guidelines published on the STA’s website.

All Members shall have the following obligations:

  • Foster the objectives of the Association and take part in the activities necessary to carry out the purpose of the Association as applicable;
  • Pay the applicable Dues when due and payable;
  • Comply with the Articles, the Regulations, the decisions of the Association’s bodies and the Act.

Membership fees

The STA is a not-for-profit association and is in the process of being incorporated as an AISBL under Belgian law as from May 11th 2015.

Alliance Secretariat

A coordinating Secretariat will be established for the Smart Ticketing Alliance from within UITP to provide a single contact point and for disseminating information by printed documents, newsletters and through this website. The UITP Secretariat will be responsible for arranging meetings for the Management Board and General Assembly. For the first year(s), the founders, together with UITP will take responsibility for the secretariat. The secretariat will after the first year(s) be part of the Alliance budget financed by membership fees agreed on.

 

Signed by: VDV-KA-KG, AFIMB, Calypso Networks Association, ITSO Limited and UITP.

Download the Charter text here

Want to join as a member of the Smart Ticketing Alliance, download the request form.

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Memorandum of Understanding

Twenty months after the successful EU-IFM Project, it became high time to set “The next step in creating Electronic Ticketing Interoperability for Europe”. Lobbying for a follow-up project to implement IFM found no resonance and thus a strong political statement from the public transport sector was needed, hence a Memorandum of Understanding .

Again the stakeholders addressed the European Commission about the need for support and ways of funding the development and demonstration of the new IFM solutions for interoperability. It was proposed to set up an EU IFM ALLIANCE with the support of the EU Commission.

This Alliance (still refered to as “the IFM Alliance” after the IFM Project) was to create a trust scheme for Public Transport Smartcards that mirrors the Trust Schemes in mobile phone and banking industry. The EU IFM ALLIANCE trust scheme would cover:

  • Rules, specifications and governance requirements for membership
  • Compliance checking, award of certification, and actions to be taken in the event of noncompliance
  • A recognisable scheme mark and published list of compliant schemes in the Trust network
  • Manage relationships with other trust schemes

Additionally the EU-IFM ALLIANCE would be required to set up an EU Ticketing Web-Portal through which customers can access member scheme web-sites in order to download apps for their respective ticketing schemes. This portal could be linked to other EU initiatives to create EU-wide Journey Planning and allow customers the opportunity to take the next step to buying the necessary ticket or permission to travel for their chosen journey.

Once the EU-IFM ALLIANCE would have been created and be operational, it was recommended that a pilot be created to test the portal, the trust scheme and the necessary compliance of smartcards as they interoperate between transport schemes and across mobile phone networks and with bankcards…

The Memorandum of Understanding (MoU) has been developed by representatives of the organisations for technical specifications of VDV KA, ITSO and Calypso together with representatives of UITP and AFIMB. The MoU presents a platform for a cooperation in the context of today’s infrastructures and systems. It will be presented also for other stakeholders asking for support and thus establish a European Alliance for developing European interoperability.

By signing this MoU

  • we support a further development of a European electronic ticketing interoperability
  • we agree on a platform for cooperation as outlined in this MoU
  • we support an IFM Alliance organised on a European level
  • we ask for a close cooperation with the European institutions and financial support for a EU-project as proposed in this MoU
  • we invite European stakeholders on national level for support and involvement in further development

The actual press release can be downloaded from here !

The European IFM Project: delivering smartcard ticketing across borders

John Verity, Chief Advisor, ITSO Limited, UK, Co-ordinator, EU-IFM Project, ITSO Limited. The European IFM Project delivering smartcard ticketing across borders.

The EC-funded European Interoperable Fare Management (EU-IFM) Project is designed to make access to public transport networks more user-friendly by facilitating their accessibility through smartcards. By 2015 compatibility in smart ticketing systems will ease access to all the users of public transport. The objective of the IFM Project is to provide travellers with shared types of contact-less media throughout Europe. Whether a smartcard, and NFC-enabled mobile phone, or a USB-dongle, it can be used for multiple transport products (“tickets”) in different geographic areas and for sustainable modal switching, such as the use of “Park and Ride”. Today, most media are restricted for use in specific networks. Payment will no longer be a barrier to travel.

Goals

The main goals of the Alliance are:

  • Cooperation between national and regional Smart Ticketing schemes to establish interoperable Smart Ticketing in Europe and elsewhere.
  • To develop, agree and publish the functional and technical requirements for smart ticketing interoperability
  • Cooperation on the establishment of Trust Schemes, Specifications and Certification
  • Cooperation with other European and International bodies to promote interoperability in Smart Ticketing

Further objectives of the Smart Ticketing Alliance are to:

  • offer support for interoperability of media technologies across Smart Ticketing Schemes that allow individual scheme applications to co-reside,
  • to share knowledge and best practice in implementing cross-border Smart Ticketing technologies

The Smart Ticketing Alliance wants to be a driver to:

  • speedup implementations
  • reduce procurement costs
  • be a knowledge base and promote best practice
  • diminish risk
  • arrange trust in media/reader interoperability
  • jump on additional opportunities