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39 APPENDIX A TCRP SYNTHESIS SURVEY

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40 TCRP Public Employee Fare Programs 1. Default Section Other 1. Today's Date MM DD YYYY MM/DD/YYYY / / * 2. Please list your name, agency, and contact information Name: Company: Title City/Town: State: Email Address: Phone Number: 2. Program Type * 3. Does your agency have any type of fare program oriented toward employers? Yes, with both private sector and public sector employers participating Yes, with private sector employers but no public sector employers Yes, with public sector employers but no private sector employers No 3. No program 4. What are the reasons that you have not adopted an employer-based fare program (check all that apply)? Insufficient staff time Lack of interest from employers Lack of interest within agency Previously tried and failed Perceived as too complex to administer Concerns re adequacy of existing service levels Other (please specify) 4. Private Sector only

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41 TCRP Public Employee Fare Programs 5. What are the reasons that you have not included public sector employers in your agency's program (check all that apply)? Lack of interest from public sector employers Lack of interest within agency Previously tried and failed Other Perceived as too complex to administer Concerns re adequacy of existing service levels Other (please specify) 5. Public Employee Program(s) 6. Does your agency currently offer more than one type of program to public employees? Yes No 6. One Program 7. What type of program do you offer to public sector employers? Universal pass (e.g., Eco pass or similar program where ALL employees in a given agency receive a pass) Program for Federal employees Program for State employees Program for Municipal employees University pass program in which employees are eligible Other (please specify) 7. Multiple programs

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42 TCRP Public Employee Fare Programs 8. Select the the most popular (as defined by you) program below and answer the following questions with regard to this program. You will have an opportunity to tell us about additional programs later in the survey. Universal pass (e.g., Eco pass or similar program where ALL employees in a given agency receive a pass) Program for Federal employees Program for State employees Program for Municipal employees University pass program in which employees are eligible Other (please specify) 8. Administration 9. Is this program also offered to private sector employers? Yes No, other programs for private sector No, there are no programs for private sector 10. Do public employees have the option to pay for their share of the program with pre-tax payroll deductions? Yes No, this option is not available No, the public employer pays the total cost Other (please specify) 11. What type of fare media does your agency use for this program (check all that apply)? Voucher that can be exchanged for fare media Magnetic strip pass Smart card Employee identification card Other (please specify)

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43 TCRP Public Employee Fare Programs 12. Who pays for the fare media (check all that apply)? Employer pays all costs Employer pays part of the cost (subsidy) Employee pays all costs with pre-tax dollars through payroll deduction Transit agency matches part of cost Third party purchases in bulk for distribution to public employees Other (please specify) 13. Who is responsible for day-to-day program administration (signing up employees, distibuting fare media, handling other financial arrangements)? Employers Transit agency Third party Other (please specify) 9. Administration II 14. How do employees sign up for the program (check all that apply)? Through their employer Through the transit agency Through a third party Automatically part of the program when their employer joins Other (please specify)

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44 TCRP Public Employee Fare Programs 15. Are there any eligibility requirements (beyond working for the employer)? (check all that apply) No Yes, open to full-time employees only Yes, must be working for a specified period of time Yes, employer must have minimum number of employees to participate Depends on the employer Other (please specify) Other 16. How are benefits (fare media) distributed to the employees? (Check all that apply) At employer's centralized location At employer's branch locations At transit agency's centralized location At point of sale At third party location Via mail Electronically Other (please specify) 10. Administration III 17. Who has been the program's primary "champion?" Agency general manager Agency marketing director Other in transit agency (please specify below) Public employer Public employee union Other Third party (e.g., MPO, TMA) Other (please specify)

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45 TCRP Public Employee Fare Programs 18. Public employer fare programs serve many goals. Which goal is most important to your agency (select up to three)? Increase ridership Increase revenue Build partnerships in support of transit Other Reduce highway congestion Improve air quality Other (please specify) 19. Please characterize the role of the public employee unions in the program (check all that apply). Unions suggested the program Unions strongly supported the program Other Program was negotiated with the unions Unions neither supported nor opposed the program Unions opposed the program Unions were not involved There was no union to deal with Other (please specify) 11. Barriers, Obstacles, and Constraints

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46 TCRP Public Employee Fare Programs 20. Please characterize the following elements as major constraints, minor Other constraints, or not a constraint in the start-up and ongoing administration of the public employer fare program. Major Constraint Minor Constraint Not a Constraint Not the sole transit operator in the area Existing fare collection technology Internal agency resistance Lack of attention from employer Union resistance Legal or tax issues Multi-site public employers Availability Other of free parking for employees Other (please specify) 21. Please describe the nature of the MAJOR constraint affecting the program below. 12. Implementation

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47 TCRP Public Employee Fare Programs 22. How is the public employer fare program publicized to employees(check all that Other apply)? Agency ads on vehicles/stations (Ask your employer about...) Employer newsletters Employer payroll department All new employees provided with information and an opportunity to sign up immediately Third party efforts Media advertising - print Media advertising - television Media advertising - radio Other (please specify) Other 23. Describe the level of effort in terms of marketing the program at the various points described below. Significant Activity Moderate Activity Minor Activity Don't Know At original implementation When a new employer joins Ongoing within the first year Ongoing after the first year Other (please specify) Other 24. How would you characterize the training required for personnel involved in program administration? Extensive many new procedures Moderate some new procedures Minor No additional training

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48 TCRP Public Employee Fare Programs 25. What effect has the public employer fare program had on transit revenues? Revenue has increased (e.g., due to increased sales) Cost-neutral no change in revenue Revenue decrease (e.g., due to employer discounts or other subsidies) Don't know Other Other (please specify) 26. Was this effect on transit revenues anticipated? Yes the program was designed to achieve this effect No the results were not what the agency expected 13. Assessment 27. How satisfied has your agency been with the public employer fare program? Very satisfied Somewhat satisfied Somewhat dissatisfied Very dissatisfied 28. What have been the primary benefits of the program for the transit agency? 29. What have been the primary benefits of the program for the public employers?

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49 TCRP Public Employee Fare Programs 30. What have been the primary drawbacks of the program for the transit agency? 31. What have been the primary drawbacks of the program for the public employers? Other 32. How has the program performed in terms of the following elements? Exceeded expectations Met expectations Fell below expectations Don't know Level of participation Ridership Revenue Benefits to employers 33. If you could change one aspect in the process of designing and implementing this program, what would you change? 34. Please describe any "lessons learned" that would benefit other transit agencies that are considering implementation of a similar program. 14. Other Programs

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54 TCRP Public Employee Fare Programs 48. Please characterize the following elements as major constraints, minor constraints, or not a constraint in the start-up and ongoing administration of this program. Major Constraint Minor Constraint Not a Constraint Not the sole transit operator in the area Existing fare collection technology Internal agency resistance Lack of attention from employer Union resistance Legal or tax issues Multi-site public Other employers Availability of free parking for employees Other (please specify) 49. Please describe the nature of the MAJOR constraint affecting this program below. 19. Implementation Program 2 Other 50. How is this public employer fare program publicized (check all that apply)? Agency ads on vehicles/stations (Ask your employer about...) Employer newsletters Employer payroll department All new employees provided with information and an opportunity to sign up immediately Third party efforts Media advertising - print Media advertising - television Media advertising - radio Other (please specify) Other

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55 TCRP Public Employee Fare Programs 51. Describe the level of effort in terms of marketing this program at the various points described below. Significant Activity Moderate Activity Minor Activity Don't Know At original implementation When a new employer joins Ongoing within the first year Ongoing after the first year Other (please specify) Other 52. How would you characterize the training required for personnel involved in program administration? Extensive many new procedures Moderate some new procedures Minor No additional training 53. What effect has this public employer fare program had on transit revenues? Revenue has increased (e.g., due to increased sales) Cost-neutral no change in revenue Revenue decrease (e.g., due to employer discounts or other subsidies) Don't know Other Other (please specify) 54. Was this effect on transit revenues anticipated? Yes the program was designed to achieve this effect No the results were not what the agency expected 20. Assessment Program 2 55. How satisfied has your agency been with this public employer fare program? Very satisfied Somewhat satisfied Somewhat dissatisfied Very dissatisfied

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56 TCRP Public Employee Fare Programs 56. What have been the primary benefits of this program for the transit agency? 57. What have been the primary benefits of this program for the public employers? 58. What have been the primary drawbacks of this program for the transit agency? 59. What have been the primary drawbacks of this program for the public employers? Other 60. How has this program performed in terms of the following elements? Exceeded expectations Met expectations Fell below expectations Don't know Level of participation Ridership Revenue Benefits to employers 61. If you could change one aspect in the process of designing and implementing this program, what would you change?

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57 TCRP Public Employee Fare Programs 62. Please describe any "lessons learned" that would benefit other transit agencies that are considering implementation of a similar program. 21. Additional Programs 63. Does your agency currently offer other programs to public employees? Yes No 22. Administration Program 3 64. What type of program is this third program? Universal pass (e.g., Eco pass or similar program where ALL employees in a given agency receive a pass) Federal commuter benefits program Program for State employees Program for Municipal employees University pass program in which employees are eligible Other (please specify) 65. Do public employees have the option to pay for their share of this program with pre-tax payroll deductions? Yes No, this option is not available No, the public employer pays the total cost Other (please specify) 66. Is this program also offered to private sector employers? Yes No, other programs for private sector No, there are no programs for private sector

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58 TCRP Public Employee Fare Programs 67. What type of fare media does your agency use for this program (check all that apply)? Voucher that can be exchanged for fare media Magnetic strip pass Smart card Employee identification card Other (please specify) 68. Who pays for the fare media (check all that apply)? Employer pays all costs Employer pays part of the cost (subsidy) Employee pays all costs with pre-tax dollars through payroll deduction Transit agency matches part of cost Third party purchases in bulk for distribution to public employees Other (please specify) 69. Who is responsible for day-to-day program administration (signing up employees, distibuting fare media, handling other financial arrangements)? Employers Transit agency Third party Other (please specify) 23. Administration II Program 3

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59 TCRP Public Employee Fare Programs 70. How do employees sign up for this program (check all that apply)? Through their employer Through the transit agency Through a third party Automatically part of the program when their employer joins Other (please specify) 71. Are there any eligibility requirements (beyond working for the employer)? (check all that apply) No Yes, open to full-time employees only Yes, must be working for a specified period of time Yes, employer must have minimum number of employees to participate Depends on the employer Other (please specify) 72. How are benefits (fare media) distributed to the employees? (Check all that apply) At employer's centralized location At employer's branch locations At transit agency's centralized location At point of sale At third party location Via mail Electronically Other (please specify) 24. Administration III Program 3

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60 TCRP Public Employee Fare Programs 73. Who has been this program's primary "champion?" Agency general manager Agency marketing director Other in transit agency (please specify below) Public employer Public employee union Third party (e.g., MPO, TMA) Other (please specify) 74. Public employer fare programs serve many goals. Which goal is most important to your agency for this program (select up to three)? Increase ridership Increase revenue Build partnerships in support of transit Reduce highway congestion Improve air quality Other (please specify) 75. Please characterize the role of the public employee unions in this program (check all that apply). Unions suggested the program Unions strongly supported the program Program was negotiated with the unions Unions neither supported nor opposed the program Unions opposed the program Unions were not involved There was no union to deal with Other (please specify) 25. Barriers, Obstacles, and Constraints Program 3

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61 TCRP Public Employee Fare Programs 76. Please characterize the following elements as major constraints, minor constraints, or not a constraint in the start-up and ongoing administration of this public employer fare program. Major Constraint Minor Constraint Not a Constraint Not the sole transit operator in the area Existing fare collection technology Internal agency resistance Lack of attention from employer Union resistance Legal or tax issues Multi-site public employers Availability of free parking for employees Other (please specify) 77. Please describe the nature of the MAJOR constraint affecting this program below. 26. Implementation Program 3 78. How is this public employer fare program publicized (check all that apply)? Agency ads on vehicles/stations (Ask your employer about...) Employer newsletters Employer payroll department All new employees provided with information and an opportunity to sign up immediately Third party efforts Media advertising - print Media advertising - television Media advertising - radio Other (please specify)

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62 TCRP Public Employee Fare Programs 79. Describe the level of effort in terms of marketing this program at the various points described below. Significant Activity Moderate Activity Minor Activity Don't Know At original implementation When a new employer joins Ongoing within the first year Ongoing after the first year Other (please specify) 80. How would you characterize the training required for personnel involved in program administration? Extensive many new procedures Moderate some new procedures Minor No additional training 81. What effect has this public employer fare program had on transit revenues? Revenue has increased (e.g., due to increased sales) Cost-neutral no change in revenue Revenue decrease (e.g., due to employer discounts or other subsidies) Don't know Other (please specify) 82. Was this effect on transit revenues anticipated? Yes the program was designed to achieve this effect No the results were not what the agency expected 27. Assessment Program 3 83. How satisfied has your agency been with this public employer fare program? Very satisfied Somewhat satisfied Somewhat dissatisfied Very dissatisfied

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63 TCRP Public Employee Fare Programs 84. What have been the primary benefits of this program for the transit agency? 85. What have been the primary benefits of this program for the public employers? 86. What have been the primary drawbacks of this program for the transit agency? 87. What have been the primary drawbacks of this program for the public employers? 88. How has this program performed in terms of the following elements? Exceeded expectations Met expectations Fell below expectations Don't know Level of participation Ridership Revenue Benefits to employers 89. If you could change one aspect in the process of designing and implementing this program, what would you change?

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64 TCRP Public Employee Fare Programs 90. Please describe any "lessons learned" that would benefit other transit agencies that are considering implementation of a similar program. 28. Case Study 91. Would you be willing to participate further as a case study, involving a telephone interview going into further detail on your agency's program, if selected by the TCRP panel for this project? Yes No 29. Other agencies 92. Is there another transit system that you suggest we contact for this synthesis project? 30. Thank you! Thank you for participating! This survey is now complete. Please contact Dan Boyle at dboyle34@pacbell.net or at 858-259-6515 if you would like any additional information about this study.