RFP Requirements_ Limited Use Media_LUM_93_20~1.pdf

MBTA Automated Fare Collection System Limited Use Smart Tickets, RFP 93-20

1. General Scope The MBTA requires Limited Use Media on precut and rolled stock with no initialization that is pre-printed and pre-encoded for use in the MBTA system. This specification covers the requirements for Limited Use MiFare EV1 Smart Ticket Media to be used by the Massachusetts Bay Transportation Authority (MBTA), including physical characteristics, printing requirements, handling requirements and quality assurance requirements. The Smart Tickets will be used in conjunction with smart-card Readers (manufactured by Scheidt and Bachmann) integrated into the automated fare-collection equipment provided by Scheidt & Bachmann, USA (S&B). This equipment includes Fare Vending Machines (FVMs), Fare Media Validators (FMVs), Fare Boxes, Fare Gates, and Retail Sales Terminals.

1.1 Limited Use Smart Ticket Descriptions and Specifications

The three (3) types of Limited Use Smart Ticket stock to be provided in this contract are listed in Table 1 with references to their associated specification drawings.

Table 1 Item

LUM Stock Type Used for Device Specific Requirements Stock Requirements

Drawing

1. Precut, No

Initialization Retail Sales Terminals

No initialization. Packaged in sleeves of 1,000.

a. TICKET MIFARE UL EV1/1312BIT PRE-CUT 2. Precut, Pre-encoded For Online Sales

Programs Encoded for use on the MBTA System.

Packaged in sleeves of 1,000.

3. Rolled, No initialization

Fare Vending Machines

No initialization. 1,400 tickets per roll b. TICKET MIFARE UL

EV1/1312BIT ROLL

The included drawings for each stock type (a. TICKET MIFARE UL EV1/1312BIT PRE-CUT and b.

TICKET MIFARE UL EV1/1312BIT ROLL) define the physical characteristics and printing requirements of for ticket stock.

1.2 Contract Duration

The successful bidder will supply the MBTA for five (5) years. However, it is possible that, prior to the end of the five (5) year period, the MBTA will no longer require these Limited Use Smart Tickets and reserves the right to terminate this contract. The successful bidder will be notified six (6) months prior to termination.

In the event the MBTA’s requirements extend beyond five years, the contract may be extended at the MBTA’s option.

The MBTA reserves the right to award a contract for a shorter duration or to award to multiple suppliers.

1.3 Supplier Minimum Qualifications

The successful supplier will demonstrate the ability to meet the MBTA’s schedule requirements, produce material of an acceptable quality, and complete testing of pre-production samples.

2. Smart Chip Characteristics The MBTA requires the use of MiFare Ultralight EV1 smart chips. Only these chips from NXP will be utilized for purposes of this contract. The chips shall be fully compliant with the MiFare standards and shall meet the rigorous environment common to transit systems. Chip requirements are available online through NXP Semiconductors as indicated below:

a. NXP Semiconductors, "MIFARE Ultralight EV1 - Contactless ticket IC," 9 April 2019. [Online].

Available: https://www.nxp.com/docs/en/data-sheet/MF0ULX1.pdf

2.1 Media Encoding

Limited Use Media will be delivered with no initialization to permit processing by the fare collection equipment which will process data requirements during the issuing process. A subset of fare media will require product specific encoding as directed by the MBTA.

Data and data formats to be used encoding will be provided by the MBTA under strict non-disclosure conditions after award of Contract.

Requirements for each LUM type are listed in Table 2.

3. Media Characteristics The media shall be delivered with design elements described below, including printed graphics. Media shall not be embossed or distorted by the printing process. Printing shall not smear or transfer during normal handling or processing through an encoding transport. Additional information will be thermally printed in the "printed data" area of the ticket by the MBTA equipment.

3.1 Serialization

The chip serial number (less any leading zeros) and a 1-digit MBTA assigned media type shall be permanently printed on the back of the smart tickets as indicated on the specification.

3.2 Sequential Numbering

All media must have printed a unique, sequential number separate from the card serial number printed on the media. This alphanumeric numbering scheme begins at a starting value designated by the MBTA, and is increased by one for each card or ticket delivered to the Authority. This number is not related to the smart card chip serial number and is not stored on the electronic chip. It is only displayed on the media for inventory purposes.

3.3 Printing

Printed graphics for the media shall use the four-color process with design elements, colors, and graphics conforming to the design, artwork, and instructions supplied by MBTA upon contract award. Artwork for design and graphics will be in the form required by the vendor, e.g., Adobe InDesign, pdf, jpeg, General requirements for printing and encoding types are described in table 2.

Table 2 Item

LUM Stock

Type Product Specific Encoding

Required Printing-Front Printing-Back

1. Precut, No Initialization

None. Data format encoded at time of issuance.

4 color Charlie graphic as provided by the MBTA

1 color, MBTA logo, media type, serial number, sequence number

2. Precut, Pre-encoded

Pre-encoded (ready for use) with Monthly Passes and Single Ride ticket encoding

4 color Charlie graphic as provided by the MBTA

1 color, MBTA logo, media type, serial number, sequence number

3. Rolled, No initialization

None. Data format encoded at time of issuance.

4 color Charlie graphic as provided by the MBTA

1 color, MBTA logo, media type, serial number, sequence number

3.5 Antifraud Features

During media production, the manufacturer will apply a security feature in the form of an ultraviolet inlay. This recognizable security feature deters fraudulent use of the media in the rail system and is not easily recreated. Preproduction Samples must include examples of this security feature.

MBTA will specify the exact location and dimensions of the security feature in the artwork provided with the contract award.

4. Packaging and Shipping The supplier shall package media in such a way that inhibits theft, prevents damage during shipment, and facilitates storage. The supplier shall ensure all individual boxes/sleeves and individual cartons only contain the same media type. MBTA does not permit mixing of media types in the same boxes or cartons.

The weight of any single carton shall not exceed 60 pounds (27.22 kilograms).

The supplier shall label the outside of cartons with the name of the manufacturer, the purchase order number, the production run number, and the media quantity. Cartons shall be of sufficient strength and material to permit stacking them six high without damage to the media or the cartons.

Suggested packaging requirements are represented in Table 3. Bidders may suggest alternative packaging quantities.

Table 3 Item # LUM Stock Type Quantity per Box Units

1. Precut, No Initialization 1,000 tickets 10 Sleeves of 100

2. Precut, Pre-encoded 1,000 tickets 10 Sleeves of 100

3. Rolled, No initialization 5 Rolls Roll/1,400 tickets per roll

5. Deliveries and Reserve

The selected supplier will make an initial delivery of production media not later than October 1, 2020 as noted in Table 4.

Monthly deliveries noted in Table 4 are expected to continue for the life of the agreement; however, the MBTA reserves the right to make changes delivery schedule or location.

Table 4 Item

LUM Stock Type Initial Delivery-

3 month Supply Monthly Follow on Deliveries

Delivery location

1. Precut, No initialization 150,000 tickets 50,000 tickets 10 Park Plaza, Boston, MA

2. Precut, Pre-encoded 37,500 tickets 12,500 tickets 10 Park Plaza, Boston, MA

3. Rolled, No initialization 1,800,000 tickets 600,000 tickets 32 Alford Street, Charlestown, MA

5.1 Three-Month Reserve

The media supplier shall maintain a 3-month supply of each LUM Stock Type, ready for immediate shipment to the MBTA to ensure uninterrupted revenue service in the event of disruption in supply or significant quality issues with current media stock. This supply of production media shall be made available to the MBTA upon written authorization.

6. Quality Assurance/Quality Control The supplier shall maintain a Quality Assurance Plan and Quality Control (QC) measures sufficient to ensure that (1) the media meet MBTA technical specifications and (2) the media are produced reliably and consistently such that different production lots perform equally. In addition, the supplier shall maintain all test and inspection data in a timely and orderly manner, certifying conformance of the media to these technical specifications for the duration of the Contract.

6.1 Quality Assurance Plan

The supplier's Quality Assurance Plan shall ensure that all basic production operations of any type, together with all processing and fabrication activities, are performed under controlled conditions that meet or exceed industrial standards relating to those operations.

The supplier shall submit a Quality Assurance Plan with the bid package to MBTA. The Plan shall briefly describe the methods the supplier, its suppliers, and subcontractors shall use to comply with MBTA technical specifications. The Plan shall include the supplier's intended Quality Assurance Organization, indicating each member's role. The Plan shall also include a flow chart of the manufacturing process that shows:

Each phase of the supplier's manufacturing process Each quality control test Each inspection, its nature, and its location in the process

MBTA may request modifications to the supplier's Quality Assurance Plan after submission of preproduction sample media.

6.2 Quality Control Tests and Documentation

To ensure the media meet MBTA technical specifications and material specs, the supplier shall perform quality control tests on the media and submit compliance certification which documents that media meets the MBTA technical specs and passes the QA tests.

MBTA reserves the right to review the supplier's test data and supporting documentation and to conduct independent tests on delivered media prior to acceptance. The records shall include media identification by production lot number, manufacture date, and shipment date.

6.4 Quality Audits

The supplier shall carry out a comprehensive system of periodic audits. This is to verify compliance with all aspects of the Quality Assurance Plan, including QC tests with qualified personnel, and equipment and material quality, to determine the effectiveness of the QA/QC program.

6.5 Site Visits

Upon reasonable notice to the supplier, MBTA reserves the right to visit, along with its consultants, the supplier's facility to witness the processes, tests, and inspections used in media manufacturing. MBTA shall also have the right to witness the testing of failed media returned to the supplier.

7. Security and Safety Media shall be manufactured in a secure area, accessible only to personnel involved in the manufacture and handling of the media. An account shall be kept of all media at all times during production, packaging, and delivery. The supplier shall furnish a certified record of the media produced in a form registered by the production equipment, or an equivalent method subject to MBTA approval.

7.1 Media and Material Security

The supplier will:

Keep test media in a secure location when not in use.

Package production media under the supervision of responsible personnel Store production media in a secure location prior to shipment.

Maintain an effective system for controlling non-conforming materials, including procedures for nonconforming material identification, segregation, and disposition.

Securely and properly dispose of all surplus materials, scrap, and other waste media generated during production.

Prevent distribution of media with MBTA graphics to any other organizations or entities without prior written permission from MBTA.

Retain sample quantities only for historical purposes and for long-term quality assessments.

7.2 Safety Data Sheets

The supplier shall supply Safety Data Sheets for the materials included in the media. These sheets shall include precautions for normal use, handling, storage, disposal, and cleanup of each material.

8. Preproduction Sample Media and Testing

8.1 Samples

Bidders shall submit the samples listed in Table 5 with their bid:

Table 5 Item # LUM Stock Type Sample Quantity

1. Precut, No Initialization 50 tickets

3. Rolled, No Initialization 5 Rolls

Samples will contain of the serial number and UV inlay; however, other graphics are not required.

Samples must be accompanied by a Test Certification Document. This document shall certify that the vendor or a third-party test laboratory has tested the media stock and confirms that it meets the requirements defined in the specification.

Samples should be sent to:

Rob Weiner MBTA Procurement & Logistics 10 Park Plaza, Suite 2810 Boston, MA 02116

8.1 Testing and Qualification of Samples

Scheidt and Bachmann will verify that samples meet specifications and are compatible with their equipment. The MBTA will send samples to S&B for testing.

The MBTA reserves the right to engage an independent test laboratory to perform additional testing to verify that the media samples meet specifications.