FARE ENFORCEMENT SOP: PORTABLE FARE TRANSACTION PROCESSOR (PFTP)

1.0 PURPOSE:

This directive establishes the Standard Operating Procedure for the use
of ORCA Readers by the members of the King County Metro Fare Enforcement
Division team. This SOP defines the basics of ORCA Reader operations.

2.0 SCOPE:

This directive applies to all King County Metro Fare Enforcement
Officers.

3.0 DEFINITIONS:

a.  COACH – Rapid Ride Vehicle

b.  FEO – Fare Enforcement Officer

c.  PFTP– Portable Fare Transaction Processor

d.  RRPF– Regional Reduced Fare Permit

4.0 AUTHORITY:

It is the Policy of King County Metro Fare Enforcement Division to use a
handheld ORCA reader when inspecting fares on the Rapid Ride Bus Lines.

5.0 ORCA READER- FEO RESPONSIBILITIES

  a. FEOs shall sign out an ORCA Reader at the beginning of their shift
  in the Equipment Sign-Out Log. The ORCA readers must be taken from the
  cradle following the steps in Section 8 below.

  b. FEOs shall have an ORCA Reader prior to boarding any coaches and
  starting fare inspection.

  c. FEOs shall log in to the ORCA Reader prior to inspecting ORCA
  cards.

  d. FEO’s shall know all the menus on the ORCA Reader and know how to
  check all types of ORCA cards including RRFPs and YOUTH cards. ORCA
  readers have three different color transaction status indicators.

i.  GREEN + 1 LOW BEEP- Valid fare

ii. YELLOW + 2 MID BEEPS- Added value, Added pass, Expiration date, Low
    value.

iii. RED + 5 HIGH BEEPS- Invalid card, Expired card, Passback violation,
    Transaction Error, Transfer.

    1.  _This does not necessarily mean the fare is invalid. It can
        simply be notifying you to pay attention to something specific,
        such as the transfer time._

  e. FEOs shall report any problems with ORCA Readers to their
  Supervisor before returning to the office to pick up different reader.
  The Supervisor will decide if the FEO will return to the office to
  pick up a different reader or whether one will be sent out to the FEO
  by carrier.

  f. FEOs shall log out of their ORCA Readers at the end of each shift
  and log out of HCP program so that the reader will charge both
  batteries on the reader. The Orca Readers must be closed out by
  following the instructions in Section 8 below.

  g. The FEO will sign-in the ORCA Reader in the equipment log.

  h. If there are any functionality issues with an ORCA Reader, the FEO
  shall email their Supervisor indicating which ORCA Reader needs repair
  and describe the issue. This notification will occur by the end of the
  FEO's shift.

6.0 ORCA READER - FE SUPERVISOR RESPONSIBILITIES

a.  FE Supervisors shall check all ORCA readers at the start of their
    shift.

    i.  This is to ensure that all readers are on the right settings and
        to ensure that FEOs are logging out properly.

b.  If a reader is not properly logged out, the Supervisor will check
    the Equipment Log to determine which FEO signed in that ORCA reader.

c.  FE Supervisors shall check their email for reports of malfunctioning
    readers.

d.  The Supervisor will send an email to the Fare Enforcement Manager
    outlining which reader is malfunctioning and what the problem is.

8.0 ORCA READER INSTRUCTIONS:

_DO NOT REMOVE AN ORCA READER FROM THE CRADLE UNTIL YOU HAVE FOLLOWED
THESE INSTRUCTIONS!_

  ORCA READER INSTRUCTIONS

  1. HOLD DOWN THREE BUTTONS AT THE SAME TIME “YELLOW FN” “BLUE FN” AND
  THE “ENTER” UNTIL YOU SEE THE ORCA READER REBOOT SCREEN.

  2. BEFORE THE ORCA READER IS REMOVED FROM THE CRADLE IT MUST LINK WITH
  THE MAIN COMPUTER. THIS WILL TAKE A MINUTE OR TWO. THE ORCA READER
  MUST HCP (CONNECT) WHILE IN THE CRADLE. IF YOU CANNOT FIND HCP IN THE
  START MENU GO TO MY DEVICE, THEN WINDOWS, THEN PROGRAMS, YOU WILL FIND
  HCP THERE. (AGAIN IT MUST CONNECT “HCP” IN THE CRADLE). IF THERE IS NO
  MENU BAR AT THE BOTTOM DO A QUICK REBOOT BY FOLLOWING STEP 1 ABOVE.

  3. AT END OF SHIFT PLUG THE ORCA READER INTO THE CRADLE. FROM THE
  INSPECT CARDS SCREEN, HIT #9 (LOOKS LIKE A FILE), THEN HIT #2 (LOOKS
  LIKE A DOOR.) YOU SHOULD SEE “END OF DAY” AT THE TOP LEFT OF THE
  SCREEN. HIT THE GREEN CHECK MARK TO HAVE IT DOWNLOAD YOUR DAILY
  ACTIVITY.

  4. EXIT TO THE WINDOWS (BLUE) SCREEN SO THAT THEY ARE ABLE TO CHARGE
  THE MAIN AND BACKUP BATTERY FOR THE NEXT DAY. IF ALL THE CRADLES ARE
  FULL, TAKE A FULLY CHARGED READER OUT AND REPLACE IT WITH THE ONE THAT
  NEEDS TO BE CHARGED AND FOLLOW STEP 3 ABOVE.

9.0 REVIEW:

The KCM Contract Security Coordinator or Delegate will ensure all
Directives, Policies, and Procedures are reviewed at least annually to
ensure compliance with King County Metro Security Division policy.
Directives, Policies, and Procedures will be updated immediately if
division procedure changes or when a facility adds or deletes post
positions or procedures and duties.

8.0 SUPERSESSION: All previous Fare Enforcement Manuals.

9.0 EFFECTIVE DATE: 05/01/2013

ISSUING AUTHORITY

  ___________________

Gail Israelson

KCM Contract Security Coordinator