06262026_PM_EVN0029010_1_1_0_07212026_Solicitation_Packet.pdf

Miami-Dade County

6/26/2026

Solicitation Packet for

Solicitation PM-EVN0029010

Smartcards

Solicitation Designation: PUBLIC

Miami-Dade County

Table of Contents 1 ITB-Solicitation_Overview-General_TC_1.13.26_v26-1-ADA.pdf 3 EVN0029010_Smartcards_Final.pdf 5 Appendix_A_-_Technical_Drawings_(3).pdf 15 Appendix_B_-_Sample_Artwork_Specifications_(2).pdf 19 Exhibit_1_-_Extended_Use_Smartcards_(Easy_Cards).pdf 21 Exhibit_2_-_Limited_Use__Smartcards_(EASY_Ticekts).pdf 51 Exhibit_3_-_Designs_Specifications.pdf 83

Rev. 1.13.26 - V. 26-1

MIAMI-DADE COUNTY, FLORIDA

INVITATION TO BID

(ITB)

Event Number: EVN0029010 Event Title: Smartcards

Solicitation Contact: Name: Tellise Marrast Title: Procurement Contracting Officer Department: Strategic Procurement Department Email: Tellise.Marrast@miamidade.gov

Solicitation Contact: Name: Arlene Campbell Title: Procurement Contracting Officer Department: Strategic Procurement Department Email: Arlene.Campbell@miamidade.gov

Solicitation Contact: Name: Saba Musleh Title: Negotiator Department: Strategic Procurement Department Email: Saba.Musleh@miamidade.gov

Document Page 3 of 102

Rev. 1.13.26 - V. 26-1

GENERAL TERMS AND CONDITIONS:

All Miami-Dade County’s general terms and conditions applicable to procurement contracts are posted online. Bidders that receive an award from Miami-Dade County through the competitive procurement process must anticipate the inclusion of these requirements in the resultant Contract. These general terms and conditions are considered non-negotiable and include important instructions and requirements that affect all Bids. By submitting a Bid for a Miami-Dade County solicitation, a Bidder attests to its understanding of these general terms and conditions.

All applicable terms and conditions pertaining to this Solicitation and resultant Contract may be viewed online at the Strategic Procurement Department’s webpage by clicking on the below link:

general-terms-and-conditions-r26-1.pdf

NOTICE TO ALL BIDDERS:

Bids are to be submitted electronically through a secure mailbox via the Integrated Financial Resources Management System (INFORMS) (https://supplier.miamidade.gov) until the date and time indicated in the INFORMS Solicitation End Date published in INFORMS and in this Solicitation document. It is the sole responsibility of the Bidder to ensure that its Bid is in INFORMS before the Solicitation deadline. There is no cost to the Bidder to submit a Bid for a Miami-Dade County Solicitation via INFORMS. Electronic submissions may require the uploading of electronic attachments. The submission of attachments containing embedded documents or proprietary file extensions is prohibited. All documents should be attached as separate files.

For information concerning this Solicitation, use the question/answer feature provided within the Solicitation by INFORMS at https://supplier.miamidade.gov. Questions of a material nature must be received prior to the date and time of the INFORMS Solicitation Question & Answer End Date specified in the Solicitation. Material changes, if any, to the Solicitation will be made only by written addendum. (See Mandatory Online Forms and Addendum Acknowledgement section of INFORMS site).

Bidders must allow sufficient time to complete online forms and upload all Bid documents. All information and documents must be fully entered, uploaded, acknowledged (“Confirm”) and recorded into INFORMS before the date and time of the INFORMS Solicitation End Date, or the system will stop the process and the submission will be considered late and will not be accepted.

No part of a Bid can be submitted via hardcopy, email, or fax.

If you submit your bid and subsequently an Addendum is issued, failure to submit the bid again by clicking on the “Submit Bid” button, after acknowledging Addenda or editing your bid in INFORMS will result in your bid not being received by the County.

Suppliers/Vendors are encouraged to access the links below to assist with submission of responses to the Solicitation.

Recorded eSupplier Workshop https://www.miamidade.gov/global/news-item.page?Mduid_news=news1652724628268780 Password: q37%t+pG

Submit a Bid Job Aid https://www.miamidade.gov/technology/library/informs/job-aid/submit-a-bid.pdf

Document Page 4 of 102 https://www.miamidade.gov/resources/strategic-procurement/documents/general-terms-and-conditions-r26-1.pdf https://supplier.miamidade.gov/ https://supplier.miamidade.gov/ https://www.miamidade.gov/global/news-item.page?Mduid_news=news1652724628268780 https://www.miamidade.gov/technology/library/informs/job-aid/submit-a-bid.pdf

Rev. 4.22.24

SECTION 2

ADDITIONAL/SPECIAL TERMS AND CONDITIONS

2.1 PURPOSE

The purpose of this solicitation is to establish a contract for the purchase of contactless fare Integrated Circuit Cards (Smartcards) for the Miami-Dade County (County) transit systems – Metrorail and Metrobuses. These Smartcards are branded by Department of Transportation and Public Works (DTPW) as EASY Cards for extended use and EASY Tickets for limited use.

2.2 TERM OF CONTRACT

This Contract shall commence on the first calendar day of the month succeeding approval of the Contract by the Board of County Commissioners, or designee, unless otherwise stipulated in the Purchase Order issued by the County. The Contract shall expire on the last day of the 60th month.

2.3 METHOD OF AWARD

Award of this contract will be made to the lowest responsive, responsible bidder who submits the lowest price and meets all bidder requirements of this solicitation, in the aggregate, for each group. The County, at its sole discretion, may request additional information in order to assess the Bidder’s responsibility.

To be considered for award, the bidder must offer a price for all items within a given group. If a Bidder fails to submit an offer for all items within the group, its offer may be rejected.

2.4 GROUPS TO BE AWARDED

Group 1: EASY Cards (parceled individually)

Group 2: EASY Tickets (parceled in rolls of 1,000) EASY Tickets (parceled individually / pre-cut)

2.5 BIDDER REQUIREMENTS

In addition to the requirements detailed in Section 1 - General Terms and Conditions, Paragraph 1.2- Instructions to Bidders, the Bidder shall meet the following requirements to be considered for award for Group 1, Group 2, or both. See Section 4, Submittal Requirements, for instructions on submittal.

2.5.1 Bidder shall be regularly engaged in the business of providing Smartcards to be considered for award. Bidder shall provide two (2) different references from customers to whom the Bidder has provided or is currently providing Smartcards as described throughout this Solicitation.

The references should include the customer’s company name, and the contact person’s name, title, address, telephone number, and e-mail address, who can verify that the Bidder has successfully provided the goods. These references shall ascertain to the County’s satisfaction that Bidder has sufficient expertise in the industry, and its firm is properly equipped to perform the required goods.

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2.5.2 Bidder shall be ISO 9000:2005, or later version, compliant (unless otherwise approved by Cubic). Bidder shall submit a copy of certification or other documentation proving compliance with requirement.

2.5.3 Bidder shall submit their products’ information sheet or literature on company letterhead detailing the product and include specifications to demonstrate compliance.

Manufacturers’ names, brand names, and other product information that may be contained in this solicitation are being used for the sole purpose of establishing the minimum requirement of quality, standard of performance, and design, and is in no way intended to prohibit the offer of any manufacturer’s items of equal material unless otherwise indicated.

The Bidder shall provide all the information, documents and/or attachments listed above to be considered for award. All information, documents, and/or attachments listed above are due with the Bid by the solicitation’s end time and date. The County may, at its sole discretion and in its best interest, allow the Bidder to complete, supplement or supply the required information, documents and/or attachments during the bid evaluation period. Failure to provide all the required information, documents, and/or attachments with the Bid or, if allowed, as requested by the County during the Bid evaluation period, may result in the Bidder being declared non-responsive or non-responsible.

During the bid evaluation period, the County’s Strategic Procurement Department (SPD) will review the information, documents and/or attachments submitted by the Bidder, may request additional information from the Bidder, and/or obtain additional information from available sources, to completely evaluate the Bidder’s submittal and ascertain that the Bidder meets the stipulated requirements and determine the Bidder’s ability to perform under a resulting Contract. The County shall be sole judge of a Bidder’s compliance with requirements and the Bidder’s ability to perform under a resulting Contract. Failure to meet the stipulated requirements or to demonstrate ability to perform under a resulting Contract, as determined by the County, may result in the Bidder being declared non-responsible.

During a resulting Contract, the Bidder has an obligation to advise the County of any changes, intended or otherwise, to the evidence given in compliance with the requirements in this Solicitation.

2.6 PRICES

The Bidders’ prices shall be inclusive of all costs, delivery, charges, and fees. Additional charges of any kind will not be accepted. Prices quoted shall be Freight on Board (F.O.B.) Destination and inclusive of all costs and expenses, including applicable taxes and fees, labor, materials, and delivery. No “add on” charges are allowed.

2.6.1 Bidder shall enter pricing in the Line Items Section in INFORMS as indicated in Section 4.1.

2.6.2 Bidder’s prices shall be F.O.B. Destination and inclusive of all costs and expenses, including applicable taxes and fees, labor, materials, and delivery. No “add-on” charges are allowed.

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2.7 DELIVERY

All deliveries shall be made in accordance with good commercial practices and completed in accordance with the above; except in such cases where the delivery will be delayed due to acts of nature, strikes, or other causes beyond the control of the Bidder.

The Awarded Bidder shall hold title to the Smartcards until such time as they are delivered and accepted by an authorized County representative at:

Miami-Dade Department of Transportation and Public Works 6601 NW 72nd Avenue Miami, FL 33166

2.8 SAMPLES

Bidder may be required to submit samples of their Smartcards after the bid due date for County evaluation, and at no cost to the County. If samples are required, the County will notify the Bidder of such in writing and specify the details of the sample request and deadline for submission. Each individual sample or batch of cards shall be clearly labeled with the Bidder name, bid number, bid title, manufacturer’s name and brand name, and style/model number if applicable. If Bidder fails to submit the samples requested, the County may not consider the bidder’s offer for that group. All samples shall become the property of Miami-Dade County.

The County reserves the right to perform its own testing procedures on Bidder samples or to send any and all samples to an independent third-party laboratory chosen by the County for analysis and/or validate Bidder Smartcard compatibility with the County’s existing automated fare collection system manufacturer, Cubic Transportation Systems, Inc. Any costs for testing shall be borne by the Bidder. The County shall be sole judge of the acceptability of these or any samples in conformance with the bid specifications and its decision shall be final. Any sample submitted shall create an express warranty that the whole of the goods and/or services to be provided by the Awarded Bidder during the contract period shall conform to the sample submitted. The Awarded Bidder shall provide adequate restitution to the County, in the manner prescribed by the County, if this warranty is violated during the term of the contract.

2.9 METHOD OF PAYMENT

The Awarded Bidder shall submit monthly invoices to the County. DTPW requires invoices be of clear quality, include the correct remittance address, not on dark paper (when possible), and sent to:

Miami-Dade County, Finance Department Attn: Shared Services Payable Unit C/O Miami Dade Department of Transportation and Public Works 111 NW 1st Street, 26th Floor Miami, FL 33128

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OR

the virtual portal for invoice submission at invsubp@miamidade.gov

Refer to Section 1, General Terms and Conditions, Paragraph 1.36, Invoices for further requirements. Failure to submit invoices in the prescribed manner will delay payment.

2.10 LIQUIDATED DAMAGES

The Awarded Bidder will be subject to charges for liquidated damages in the amount of $1,500 for each calendar day for failure to supply the below in accordance with the terms, conditions and specifications to the satisfaction and acceptance of the County within timeframes stated herein.

2.10.1 Provide proof within five (5) business days of receiving final artwork from DTPW.

2.10.2 Deliver Smartcards within sixty (60) calendar days after ordered by DTPW.

2.10.3 Replace defective Smartcards, without cost to the County, within thirty (30) calendar days of notification by DTPW.

As compensation due to the County for loss of use and for additional costs incurred by the County due to such untimely delivery, the County shall have the right to deduct liquidated damages stated above from any amount due, or that may become due, to the awarded Bidder under this contract, or to invoice the awarded Bidder for such damages if the costs incurred exceed the amount due the awarded Bidder.

2.11 PURCHASE OF OTHER ITEMS

It is hereby agreed and understood that additional or similar items utilized by DTPW in conjunction with their fare collection operations may be added to this contract at the County’s discretion. The Awarded Bidder(s) under this contract may be invited to submit price quotes for additional or similar items. The County reserves the right to award these items to the awarded Bidder(s), another contract bidder based on the lowest price quoted, or to acquire the items through a separate solicitation or other procurement method.

2.12 SBE MEASURES

This Solicitation contains a Bid Preference. Refer to Section 1, General Terms and Conditions, Paragraph

1.45 Small Business Enterprise Measure for further details.

2.13 INSURANCE

The following supersedes the insurance requirements of Section 1, Paragraph 1.22, Insurance Requirements:

Document Page 8 of 102 mailto:invsubp@miamidade.gov

The Awarded Bidder shall furnish to the Vendor Outreach and Support Services Section (VOSS), 111 N.W.

1st Street, Suite 1300, Miami, Florida 33128-1989, Certificate(s) of Insurance which indicates that insurance coverage has been obtained which meets the requirements as outlined below:

A. Worker’s Compensation Insurance for all employees of the Contractor as required by Florida Statute

B. Commercial General Liability Insurance, in an amount not less than $1,000,000 per occurrence $2,000,000 in the aggregate, not to exclude coverage for Products and Completed Operations. Miami-Dade County must be shown as an additional insured with respect to this coverage.

C. Automobile Liability Insurance covering all owned, non-owned and hired vehicles used in connection with the work, in an amount not less than $300,000 combined single limit per occurrence for bodily injury and property damage.

All insurance policies required above shall be issued by companies authorized to do business under the laws of the State of Florida, with the following qualifications:

The company must be rated no less than “A-“ as to management, and no less than “Class VII” as to financial strength, by Best’s Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent, subject to the approval of the County Risk Management Division.

Or

The company must hold a valid Florida Certificate of Authority as shown in the latest “List of All Insurance Companies Authorized or Approved to Do Business in Florida’ issued by the State of Florida Department of Financial Services.

NOTE: CERTIFICATE HOLDER MUST READ: MIAMI-DADE COUNTY

111 NW 1st Street Suite 2340 Miami FL, 33128

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SECTION 3

SCOPE OF WORK/TECHNICAL SPECIFICATIONS

3.1 SCOPE OF WORK

The Awarded Bidder shall provide Smartcards (Easy Cards and Easy Tickets) to be used in conjunction with the County’s existing automated fare collection system, which is manufactured by Cubic Transportation Systems, Inc. (Cubic). Smartcards are the size of a credit card and are embedded with integrated circuits that process and store monetary and time data.

The EASY Card is a durable, plastic, time-based (one-month, seven-day or one-day) reloadable fare card with at least a 20-year lifespan. The EASY Ticket is a disposable, paper-based fare card that expires after 60 days and is designed for visitors and infrequent commuters.

- EASY Cards: with Mifare DESFire EV1 4K technology

- EASY Tickets: with Mifare Ultralight EV1 technology

The Smartcards shall comply with the technical specifications as outlined in the following, as these define the requirements for materials, manufacturing, handling, packaging, quality assurance, testing, and delivery of the Smartcards to be used in the DTPW Automated Fare Collection System.

Exhibit 1 - Specifications for extended use Smartcards (EASY Cards, with Mifare DESFire 4kb Technology) Exhibit 2 - Specifications for limited use Smartcards (EASY Tickets) Exhibit 3 - Design information for Smartcard serialization and printing Appendix A – Technical Drawings Appendix B – Sample Artwork Specifications

3.3 ORDERING, SHIPPING, AND DELIVERY

The following will apply once orders are placed:

3.3.1 DTPW will issue a Purchase Order to the Awarded Bidder along with the new or previously used artwork. The Awarded Bidder shall provide digital artwork proof to DTPW within five (5) business days for approval. Liquidated damages shall apply for late delivery of proofs in accordance with Section 2.10, Liquidated Damages.

3.3.2 After approval of artwork proof, Awarded Bidder shall start production of Smartcards and provide a projected delivery date. Unless otherwise indicated in writing by DTPW, the Awarded Bidder shall make deliveries of the Smartcards within sixty (60) calendar days after the day the County approves the artwork proofs. Liquidated damages shall apply for late delivery of Smartcards in accordance with Section 2.10, Liquidated Damages.

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The estimated monthly deliveries for the 5-year term are below and are not guaranteed:

EASY Cards 15,000 EASY Tickets (roll) 160,000 EASY Tickets (pre-cut) 40,000

The Awarded Bidder shall enclose a complete packing slip or delivery ticket with any items delivered in conjunction with this contract. The packing slip shall be attached to the shipping carton(s) which contain the items and shall be made available to the County’s authorized representative during delivery. The packing slip or delivery ticket shall include, at a minimum, the following information: purchase order number; date of order;

a complete listing of items being delivered.

3.4 WARRANTY AGAINST DEFECT

Warranty against any defects for EASY Cards (Group 1) shall be the manufacturer’s standard warranty or thirty-six (36) months from date of acceptance by the County, whichever is greater, whether the Smartcards are placed in circulation or in storage. The awarded Bidder shall promptly replace defective Smartcards, without cost to the County, within 30 calendar days after the County notifies the awarded Bidder of such defects in writing or electronic mail. Payment for delivered and accepted Smartcards does not constitute a waiver of warrantee.

Warranty against any defects for EASY Tickets (Group 2) shall be the manufacturer’s standard warranty or twelve (12) months from date of acceptance by the County, whichever is greater, whether the Smartcards are placed in circulation or in storage. The awarded Bidder shall promptly replace defective Smartcards, without cost to the County, within 30 calendar days after the County notifies the awarded Bidder of such defects in writing or electronic mail. Payment for delivered and accepted Smartcards does not constitute a waiver of warrantee.

The County shall be the sole judge of what is a defect. Liquidated damages shall apply for late delivery of replacement Smartcards in accordance with Section 2.10, Liquidated Damages.

3.5 TESTING

During the term of the contract, samples of delivered Smartcards may be randomly selected and tested, at the County’s expense, for compliance with the specifications herein. If it is found that the delivered Smartcards do not conform to the specifications, the County, in its best interest, may require replacement within the time specified in Section 3.3, Ordering, Shipping and Delivery, or may terminate the contract for cause.

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SECTION 4

SUBMITTAL REQUIREMENTS

4.1 BIDDER REQUIREMENTS

TO BE COMPLETED BY ALL BIDDERS

Refer to Paragraph 2 to ensure that Bidder’s responses and attachments comply with the Solicitation's requirements.

Paragraph Reference Bidder Requirements

2.5.1

Bidder shall be regularly engaged in the business of providing Smartcards to be considered for award. Bidder shall provide two (2) different references from customers to whom the Bidder has provided or is currently providing Smartcards as described throughout this Solicitation.

The references should include the customer’s company name, and the contact person’s name, title, address, telephone number, and e-mail address, who can verify that the Bidder has successfully provided the goods/services. These references shall ascertain to the County’s satisfaction that Bidder has sufficient expertise in the industry and its firm is properly equipped to perform the required goods/services.

Reference Company Name No. 1:

Contact’s name: _______________________ Title: ______________________________ Address: _________________________________ Phone Number: _________________ Email: _____________________________________ Reference Company Name No. 2:

Contact’s name: ____________________________Title: ________________________ Address: ________________________________________________________________ Phone Number: ______________________ Email: _____________________________

2.5.2 Bidder shall be ISO 9000:2005, or later version, compliant (unless otherwise approved by Cubic). Bidder shall submit a copy of certification or other documentation proving compliance with requirement

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2.5.3

Bidder shall submit their product information sheet or literature detailing the product and include specifications to demonstrate compliance.

If the product information sheet or literature does not demonstrate compliance with the specifications, Bidder shall provide an explanation on company letterhead to demonstrate compliance.

Bids submitted without such product information sheet or literature, and/or letter, demonstrating compliance may result in the bid being rejected for not meeting specifications.

The manufacturer’s name, brand names and other product information contained in this solicitation are being used for the sole purpose of establishing the minimum requirement of quality, standard of performance, and design, and is in no way intended to prohibit the offer of any manufacturer’s items of equal material unless otherwise indicated.

4.2. PRICE SUBMITTAL

Bidder shall provide pricing in INFORMS as indicated under Section 3, Scope of Work/Technical Specifications, in accordance with all applicable terms and conditions of this Solicitation. Estimated quantities provided below are for the five-year term of the contract and are provided for Bidder guidance only. Refer to Section 1, Paragraph 1.9, Quantities.

Item No.

Description Est. Qty.

(Years 1-3)

Est. Qty.

(Year 4)

Est. Qty.

(Year 5)

Unit of Measure

Price (Each

Card/Ticket) Yrs.1-3

Price (Each

Card/Ticket) Yr. 4

Price (Each

Card/Ticket) Yr. 5

1 Group 1-EASY Cards

540,000 180,000 180,000 Each Card

PLEASE ENTER PRICING IN THE LINE ITEM

SECTION OF INFORMS

2 Group 2 - EASY Tickets (parceled in rolls of 1,000)*

5,760,000 1,920,000 1,920,000 Each Ticket

3 Group 2 - EASY Tickets (parceled individually /pre-cut)

1,440,000 480,000 480,000 Each Ticket

*Note: Pricing requested under item no. 2, Group 2 – EASY Tickets (parceled in rolls of 1,000) is for each ticket individually and not per roll.

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Attachments:

Appendix A - Technical Drawings

Appendix B - Sample Artwork Specifications

Exhibit 1 - Specifications for extended use Smartcards (EASY Cards)

Exhibit 2 - Specifications for limited use Smartcards (EASY Tickets)

Exhibit 3 - Design information for Smartcard serialization and printing

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M ia m i-

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A

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Appendix A - Technical Drawings

D o c u m e n t

P a g e o f

D o c u m e n t

P a g e o f c u m e n t

P a g e o f c u m e n t

P a g e o f

Appendix B - Sample Artwork Specifications

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Specification for the

Cubic Transportation Systems

Characteristics of the Standard

Proximity Integrated Circuit Card

Document Number: 4200-67003

Revision: E

Date: 01 Nov 2019

Exhibit 1 - Specifications for extended use Smartcards (EASY Cards)

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01 Nov 2019

This document contains proprietary and confidential information originated or owned by Cubic. Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents or used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

4200-67003.E ii

Proprietary Notice

The information disclosed herein contains proprietary rights of Cubic® Transportation Systems, Inc. (Cubic).

Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents. Nor shall the information be used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

Copyright© 2019 Cubic Corporation. All rights reserved.

TRADEMARKS

Cubic® is a registered trademark of Cubic Corporation.

Nextfare® is a registered trademark of Cubic Transportation Systems, Inc.

Cubic Transportation Systems, Inc.

5650 Kearny Mesa Road

San Diego, CA 92111 USA

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4200-67003.E

This document contains proprietary and confidential information originated or owned by Cubic. Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents or used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

01 Nov 2019 iii

REVISION STATUS

Revision Date Description

A.00 12 Feb 07 Initial release

B.00 18 Jan 10 Changed the adhesion requirements, Section 4.1.17

C.00 12 Apr 11 Corrected storage parameters in Section 3.2 to match Section 11.

Swapped the alternate and standard Adhesion test method in Section 4.1.17.

Revised Coefficient of Friction upper limit and removed the friction tester device callout in Section 4.1.18.

Provided the color matching variation in Section 5.

Changed the packaging instructions in Section 11.1.1.

Revised the required labeling information in Section 11.1.2.

Corrected section references in Appendix A and incorporated other changes as appropriate to match revisions listed above.

C.01 08 May 2012 Added Appendix B to table of contents

D 21 Mar 2019 Added placeholders for Appendix B and Appendix C to direct the reader to the standalone appendix files.

E 01 Nov 2019 Updated references and updated ISO Compliance.

Document approved for release by:

Author

Billy Greer III

Hardware Engineering Director

Kevin Van Howe

Engineering Fellow

Thomas Busch-Sorensen

Technical Editor

Rene Wischhusen

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This document contains proprietary and confidential information originated or owned by Cubic. Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents or used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

4200-67003.E iv

THIS PAGE INTENTIONALLY BLANK

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This document contains proprietary and confidential information originated or owned by Cubic. Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents or used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

01 Nov 2019 v

CONTENTS

1. Introduction

1.1 DOCUMENTS, DRAWINGS AND STANDARDS

1.2 REFERENCED DOCUMENTS

1.3 APPLICABLE DOCUMENTS

2. Manufacturing Requirements

2.1 QUALITY STANDARDS CONTROL

2.2 SECURITY CONTROL

2.2.1 Designation, Control And Storage Of Reference (Golden) Cards

2.3 DISPOSAL OF SURPLUS MATERIALS, SCRAP AND REJECTED CARDS

2.4 CERTIFICATION

3. Environment

3.1 USAGE

3.2 STORAGE

3.3 POST-PRINTING

4. Physical and Electrical Characteristics

4.1 CARD REQUIREMENTS

4.1.1 Dimensions

4.1.2 Thickness

4.1.3 Quality

4.1.4 Material

4.1.5 Bending Stiffness

4.1.6 Flammability

4.1.7 Toxicity

4.1.8 Static Electricity

4.1.9 Exposure to X-Ray Radiation

4.1.10 Exposure to Irradiation

4.1.11 Durability

4.1.12 Opacity

4.1.13 Delamination

4.1.14 Card Dimensional Stability and Warpage with Temperature and Humidity

4.1.15 Ultraviolet light

4.1.16 Curl

4.1.17 Adhesion

4.1.18 Coefficient of Friction

5. Printing

6. Serialization

7. Signature Panel (If Required)

8. Location of Integrated Circuit Chip

9. Card Pre-encoding

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This document contains proprietary and confidential information originated or owned by Cubic. Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents or used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

4200-67003.E vi

10. Read/Write Performance

11. Packaging and Delivery

11.1 PACKAGING AND LABELING

11.1.1 Packaging

11.1.2 Labeling

11.2 DELIVERY ADDRESS

Appendixes

APPENDIX A Test Methods—Quick Reference Guide ..................................................................... A-1

APPENDIX B Sydney-specific Characteristics ................................................................................. B-1

APPENDIX C TransLink-specific Characteristics ............................................................................ C-1

Figures

Figure 11-1. Label Format

Tables

Table 3-1. Usage Environment Table 3-2. Storage Environment Table 3-3. Post-Printing Environment Table 4-1. Toxicity Table 4-2. Irradiation Table 4-3. Card Curl Requirements

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This document contains proprietary and confidential information originated or owned by Cubic. Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents or used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

01 Nov 2019 vii

Acronyms and Abbreviations

°C degrees Celsius

°F degrees Fahrenheit

AFC automated fare collection

AQL Acceptance Quality Level (MIL-STD-105[E])

ASTM American Society for Testing and Materials

CIE-LAB CIE stands for Comission Internationale de l’Eclairage (International Commission on

Illumination). CIELAB is a system adopted by CIE as model that better showed uniform color spacing in their values. This is used for color management as the device independent model of the ICC (International Color Consortium).

cm centimeter

CSC contactless smart card

Cubic Cubic Transportation Systems, Inc.

g/cm2 gram per square centimeter

Gy The gray symbol is the SI unit of absorbed radiation dose by matter due to ionizing radiation

HMIS Hazardous Materials Identification System hw maximum deflection

IC integrated circuit

IEC International Electrotechnical Commission in2 square inch

ISO International Organization for Standardization keV kiloelectronvolt lb/in2 pound per square inch mm millimeter

MSDS Material Data Safety Sheets

PET polyethylene terephthalate

PICC Proximity Integrated Circuit Card

PVC polyvinyl chloride

R/W read/write

RH relative humidity

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This document contains proprietary and confidential information originated or owned by Cubic. Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents or used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

4200-67003.E viii

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This document contains proprietary and confidential information originated or owned by Cubic. Neither this document nor the information disclosed herein shall be reproduced or transferred to other documents or used or disclosed to others for manufacturing or any other purposes except as specifically authorized in writing by Cubic.

01 Nov 2019

1. INTRODUCTION

This specification defines the characteristics for the standard use Proximity Integrated Circuit Cards (PICC).

The cards shall conform to this specification and the external standards required by this document. This document does not provide examples of graphics. Actual graphics artwork and final printed text, if applicable, will be specified and/or provided with the purchase order and/or other documents.

This specification is for PICC cards for automated processing in automated fare collection (AFC) equipment, e.g., vending machines, bulk encoders and validation devices.

1.1 DOCUMENTS, DRAWINGS AND STANDARDS

NOTE

In the event of a conflict between the requirements of this document and the references cited herein, this document takes precedence.

However, this document does not supersede any applicable laws and regulations unless a specific exemption has been obtained.

1.2 REFERENCED DOCUMENTS

[1] Design Information Bulletin for the Nextfare® Smart Card Serialization and Printing, Cubic

8500-62003

[2] Identification cards—Test Methods, ISO/IEC 10373-1

[3] Test Specification for the Cubic Transportation Systems, Inc. Contactless Smart Card, Cubic

8500-71012

[4] Not Used

[5] Identification cards—Physical Characteristics, ISO/IEC 7810:2003(E)

[6] Standard Test Method for Static and Kinetic Coefficients of Friction of Plastic Film and Sheeting, ASTM D1894

[7] Identification cards—Test Methods, ISO/IEC 10373-6—Proximity Cards (2nd Edition)

1.3 APPLICABLE DOCUMENTS

• ISO 3274, Geometrical Product Specifications—Surface texture: Profile method—Nominal characteristics of contact (stylus) instruments

• ISO 4287, Geometrical Product Specifications —Surface texture: Profile method—Terms, definitions and surface texture parameters

• ISO 9773, Plastics—Determination of burning behavior of thin flexible vertical specimens in contact with a small-flame ignition source

• ASTM D1894-95, Standard Test Method for Static and Kinetic Coefficients of Friction of Plastic

Film and Sheeting

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2. MANUFACTURING REQUIREMENTS

2.1 QUALITY STANDARDS CONTROL

All suppliers must be ISO 9000:2005 compliant unless otherwise approved by Cubic procurement and quality.

2.2 SECURITY CONTROL

The card supplier shall keep certificates of compliance for all materials used in the production of the cards.

The cards shall be manufactured in a secure area accessible only to personnel who are involved in the manufacture and handling of the cards. Administration numbers (see reference [1]) of all deliverable and scrap cards shall be kept at all times during production, packaging, and delivery in compliance with

Section 2.1. The card supplier shall furnish a certified record of the total number of the cards produced in a specific manufacturing batch. The cards shall be packed and retained in a secure location before shipment. A batch number as defined on the specification control drawing will be traceable to manufacturing records for any particular batch.

2.2.1 Designation, Control And Storage Of Reference (Golden) Cards

Prior to the first production run, the card supplier shall submit reference cards to Cubic for evaluation. The reference cards shall consist of two sets of 10 cards each, of the same batch. Once these cards are qualified in accordance to all tests identified in this document, one set of 10 cards will be sent back to the supplier and one retained by Cubic. The reference cards will be used as a standard for all future cards of the same part number and revision. These cards shall be kept in a secure limited access locked location by respective quality departments when not in use.

2.3 Disposal Of Surplus Materials, Scrap And Rejected Cards

All surplus cards, rejected cards, and scrap card materials shall be disposed of in a manner that renders the fare media unusable. All artwork, special tools, dies, and related material used in the manufacture of customer cards shall be surrendered to Cubic on demand. For pre-administration numbers, production yield shall be 80 percent or better and records of this production yield shall be provided to Cubic on each delivered shipment. Additionally, disposition of administration numbers of all deliverable and scrap cards shall be kept by the supplier for a duration of 3 years and provided to Cubic on each delivered shipment.

2.4 CERTIFICATION

Upon request, the card supplier shall provide material safety data sheets for the materials included in the cards. These data sheets will include a description of the material and all other printing materials applied to the card surface. The card supplier shall test the material used in the fabrication of the cards and certify that the material meets all requirements of this specification. The purchaser reserves the right to review the supplier’s test data and supporting documentation and to conduct independent tests on delivered cards prior to acceptance. The same rights shall apply to the security control requirements as described in Section 2.3 of this specification.

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01 Nov 2019

3. ENVIRONMENT

3.1 USAGE

The cards shall meet the read/write and normal use performance requirements of this specification while exposed to any combination of the conditions shown in Table 3-1 for a minimum duration of 1 hour. Post printing lamination excluded. The following is the inspection schedule and equipment to be used:

• Reference card level test

• First Article Test—Acceptance Quality Level (AQL) Level II Sample Size 0.01

• Batch Test—AQL Level II Sample Size 0.01

• Any temperature and humidity control environmental chamber

Table 3-1. Usage Environment

Environment Condition

Temperature –31 °F to +140 °F (–35 °C to +60 °C)

Relative humidity (RH) 15% to 95%

NORMAL USE—means normal usage of the card in the environment of public transport with storage, distribution, validation, and reloading of cards, excluding IMPROPER USE.

IMPROPER USE—means any usage for which the card has not been designed for, including excessive handling or mechanical stresses—mishandling, and wilful damage to the PICC.

IMPROPER USE is:

1. Any following occurrence:

a. Excessive physical stress such as:

1) Bending the PICC beyond conditions described in this document.

2) Folding the PICC.

3) Punching holes or cutting the PICC.

4) Any other physical damage to the PICC, for example, scraping, or delaminating attempt, etc.

b. Excessive electrical stresses:

1) Write/erase cycles beyond those described in the chip specification and this document.

2) Excessive current, voltage or radio wave discharged exposure beyond those described in the chip specification.

3) Any storage or use in conditions beyond those described in this document.

4) Any use with the PICC in any equipment, which is not approved by Cubic.

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3.2 STORAGE

The cards shall be suitable for storage for up to 3 years under the conditions shown in Table 3-2. The following is the inspection schedule and equipment to be used:

• Reference card level test

• Any temperature and humidity controlled environment

Table 3-2. Storage Environment

Environment Condition

Temperature 50 °F to 85 °F (10 °C to 30 °C)

Relative humidity 25% to 50% (noncondensing)

3.3 POST-PRINTING

Where specified by the specification control drawing, the card shall be suitable for post-printing processes that subject the card the conditions shown in Table 3-3.

Table 3-3. Post-Printing Environment

Environment Condition Duration

Temperature 338 °F (170 °C) 3 seconds

The following is the inspection schedule:

• Reference card level test

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01 Nov 2019

4. PHYSICAL AND ELECTRICAL CHARACTERISTICS

4.1 CARD REQUIREMENTS

The cards shall meet all the requirements stated in this specification, when conditioned for 24 hours at

74 °F ±4 °F (23 °C ±2 °C) and 50 percent ±5 percent RH.

4.1.1 Dimensions

The physical dimensions of the cards shall be in accordance with reference [5] for ID-1 cards. The following is the inspection schedule and equipment to be used:

• Reference card level test

• First Article Test—AQL Level II Sample Size 0.01

• Batch Test—AQL Level II Sample Size 0.01

• Shadow graph unit—manual or programmable

4.1.2 Thickness

The thickness of the cards shall be in accordance with reference [5] for ID-1 cards. The following is the inspection schedule and equipment to be used:

• Reference card level test

• First Article Test—AQL Level II Sample Size 0.01

• Batch Test—AQL Level II Sample Size 0.01

• Standard micrometer

4.1.3 Quality

The card corners and edges shall be in accordance with reference [5] for ID-1 cards. In addition, the cards shall be free of all defects that impair the in-service use, printing performance or general appearance of the cards.

The card manufacturer shall provide samples of all types of cards for approval prior to commencing the production run. The following is the inspection schedule and equipment to be used:

• Reference card level test

• First Article Test—AQL Level II Sample Size 0.01

• Batch Test—AQL Level II Sample Size 0.01

• Shadow graph unit—manual or programmable

4.1.4 Material

4.1.4.1 Card Material

The material for all cards shall perform to the standards as noted in this specification. Card laminate material shall be 60 percent polyvinyl chloride (PVC) and 40 percent polyethylene terephthalate (PET), unless otherwise specified by the Engineering Release Authorization or purchase order.

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4.1.4.2 Antenna Material

Materials used for the construction of the antenna must be consistent with the required electrical and physical stress specifications of this document; these materials in addition must meet the minimum matching electrical specification of the integrated circuit to which it is connected.

Suggested antenna materials:

• Silver

• Aluminum

• Aluminum-alloy

• Conductive composites

• Copper-alloy

The antenna should provide the PICC read/write distance per the requirements set forth in this specification.

4.1.5 Bending Stiffness

The bending stiffness of the cards shall be in accordance with reference [5]. The following is the inspection schedule:

• Reference card level test

• First Article Test—AQL Level II Sample Size 0.01

• Batch Test—AQL Level II Sample Size 0.01

4.1.6 Flammability

The cards shall be of a flame class rating of UL94 V-0 or better. The following is the inspection schedule and equipment to be used:

• Reference card level test

• Material Safety Data Sheets (MSDS)

4.1.7 Toxicity

The toxicity of the cards shall be in accordance with reference [5]. In addition, the outer surfaces of the card shall contain no material with a Hazardous Material Identification System (HMIS) value greater than shown in

Table 4-1.

. The following is the inspection schedule and equipment to be used:

Material Safety Data Sheets comparison to Table 4-1.

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01 Nov 2019

Table 4-1. Toxicity

HMIS Symbol Level of Hazard

Health 0

Flammability 1

Physical Hazards 0

Personal Protection N/A

4.1.8 Static Electricity

The cards shall have no adverse effects when exposed to static electricity in accordance with references [2] and [7]. Upon completion of this test, the cards shall meet all requirements of this specification. The following is the inspection schedule and equipment to be used:

• Reference card level test

• Independent lab test

4.1.9 Exposure to X-Ray Radiation

The cards shall continue to operate as intended after exposure of either face to medium X-radiation, with energy in the range of 70 keV to 140 keV, of a cumulative dose of 0.1 Gy per year. The following is the inspection schedule:

• Reference card level test

4.1.10 Exposure to Irradiation

The cards shall continue to operate as intended after testing in accordance with the application test methods described in reference [2], when first exposed to an irradiation beam with one of the dosage exposures selected from Table 4-2.

Table 4-2. Irradiation

Exposure Class Irradiated

Dosage Exposure(s) Card Packaging Visual Impact

Class 1 56kGy 1.0 No visual packaging distortion or printing discoloration shall occur.

Class 2 56kGy 2.0 No visual packaging distortion or printing discoloration shall occur.

4.1.11 Durability

The cards shall have no more than five cracks total when viewed at 5X magnification and no more than three cracks greater than .002 inches wide by .010 inches long after having been exposed to the usage environment specified in Section 3.1 for a minimum duration of 1 hour and having undergone the following bending and torsion tests. The following is the inspection schedule:

• Reference card level test

• First Article Test—AQL Level II Sample Size 0.01

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• Batch Test—AQL Level II Sample Size 0.01

4.1.11.1 Bending

The bending durability of the cards shall be in accordance with reference [2]. The total number of bending cycles shall be 5000. Curvature of the width of the card along axis B is defined by the hw value of 1.00 inch

(25.4 millimeter). Curvature of the height of the card along axis A is defined by the hw value of .375 inches

(9.5 millimeter).

4.1.11.2 Torsion

The torsion durability of the cards shall be in accordance with reference [2]. The total number of torsion cycles shall be 5000.

4.1.12 Opacity

The card opacity shall be in accordance with reference [5] for ID-1 cards. The attenuation of light in passing through the thickness of the ticket shall be 85 percent minimum over a wavelength range of 500 to 1020 nm

(i.e., the half-power bandwidth of a silicon photocell). This requirement applies to the entire fare media surface excluding any magnetic stripe area.

The following is the inspection schedule and equipment to be used.

• Reference card level test

• IL 1400A Radiometer with SEL 033 probe or independent lab

4.1.13 Delamination

The delamination characteristics of the cards shall be in accordance with reference [5] and tested in accordance with reference [2]. In addition, the card shall not delaminate while exposed to specified usage and storage environments or during any specified testing.

4.1.14 Card Dimensional Stability and Warpage with Temperature and Humidity

The card dimensional stability and warpage with temperature and humidity shall be in accordance with reference [5]. The following is the inspection schedule:

• Reference card level test

• First Article Test—AQL Level II Sample Size 0.01

• Batch Test—AQL Level II Sample Size 0.01

4.1.15 Ultraviolet light

The cards and their preprinted graphics shall have no adverse effects when exposed to ultraviolet light in accordance with reference [2]. Upon completion of this test, the cards shall meet all requirements of this specification. Some yellowing is permissible. The following is the inspection schedule:

• Reference card level test

• First Article Test—AQL Level II Sample Size 0.01

• Batch Test—AQL Level II…