MBTA Corporate Pass Program ADMINISTRATOR S GUIDE

MBTA Corporate Pass Program ADMINISTRATOR S GUIDE

Table of Contents Welcome..................................................2 Glossary of Terms..........................................3 Monthly Pass Price List....................................4-6 Ordering Passes..........................................7-8 Delivery of Passes........................................9-10 Returning Passes..........................................11 Payment of Passes.........................................12 Senior/Transportation Access Pass............................13 Commuter Choice Benefit....................................14 System Maps..........................................15-16 Important Telephone Numbers................................17

Welcome Welcome New Pass Administrator, Glossary of Terms Core Passes Bus, Subway, Combo, Combo Plus, Zone 1, Zone 2 Thank you for becoming a part of the Corporate Pass Program. Your participation offers your employees a convenient and economical way to commute. This guide will enable you to assist your employees to access the array of public transportation options available through our premier transportation system. If you have any concerns or comments, Senior/Transportation Access Pass please call (617) 222-5218. Thank you for your participation. Commuter Rail Passes Boat, Zone 3 Through Zone 8 2 3

Monthly Pass Price List Senior Pass $16.00/Month Valid on Local Bus only, subway stations and the Silver Line Not valid on Commuter Rail, Express Bus or Boat When purchasing this pass, seniors and persons with disabilities must present a valid MBTA Senior Citizen ID or valid MBTA Transportation Access Pass ID For more information, please call the MBTA s Office for Transportation Access (OTA) at (617) 222-5438 Local Bus 90 $31.00/Month Valid for the first 90 fare on any MBTA Bus or Trackless Trolley At all street-level stops on the Green Line s B, C, or E branches except Lechmere Reservoir to Fenway Park section of the Green Line D branch All Newton stops on the Green Line with cash payment of $1.50 or a Newton Local coupon Mattapan High Speed Line Silver Line Subway $1.25 $44.00/Month All $1.25 stations and stops on the Blue, Orange, Green, Red and Silver Lines Mattapan High Speed Line Reservoir to Fenway Park section of the Green Line D branch Bus Route #39 - Forest Hills to Back Bay Between Mass Ave. Station and Dudley Square only on Bus Route #1 - Harvard to Dudley Crosstown Transit Bus Routes - CT1, CT2, and CT3 Commuter Train Zones 1A and 1B Combo $2.20 $71.00/Month All Local Bus and Trackless Trolley Routes All stations on the Blue, Orange, Green, Red, and Silver Lines except Quincy Adams and Braintree stations First $2.20 fare on all Express and Premium Bus Routes; difference, if any, to be made up in cash Commuter Train Zones 1A and 1B Monthly Pass Price List Combo Plus $2.50 $79.00/Month All Combo services plus: Red Line stations: Quincy Adams and Braintree First $2.50 fare on all Express and Premium Bus Routes; difference, if any, to be made up in cash Inner Harbor Ferry Service Zone 1 $3.25 $106.00/Month All Combo Plus services plus: First $3.25 Express Bus fare; difference, if any, to be made up in cash Commuter Rail Zone 1: Bellevue Belmont Fairmont Highland Hyde Park Melrose-Cedar Park Melrose Highlands Newtonville Quincy Center Roslindale Village Waverley Wedgemere West Roxbury Winchester Wyoming Hill Zone 2 $3.50 $118.00/Month All Zone 1 services plus: First $3.50 Express Bus fare; difference, if any, to be made up in cash For bus fares over $3.50, pay difference in cash Commuter Rail Zone 2: Auburndale (Newton) Braintree Brandeis-Roberts Dedham Corporate Ctr. Endicott Greenwood Hersey Lynn-Central Square Anderson (Woburn) Needham Center Needham Heights Needham Junction Reading Readville River Works Route 128 Wakefield Waltham West Newton Zone 3 $3.75 $128.00/Month All Zone 1 & 2 services plus: Commuter Rail Zone 3: Canton Center Canton Junction Hastings Holbrook Randolph Islington Kendal Green North Wilmington Norwood Central Norwood Depot Salem Silver Hill South Weymouth Swampscott Wellesley Farms Wellesley Hills Wellesley Square Wilmington Zone 4 $4.50 $149.00/Month All Zone 1-3 services plus: Commuter Rail Zone 4: Abington Ballardvale Beverly Depot Brockton Lincoln Montserrat Montello Natick Plimptonville Sharon Stoughton Walpole West Natick Windsor Gardens 4 5

Monthly Pass Price List Zone 5 $5.00 $170.00/Month All Zone 1-4 services plus: Commuter Rail Zone 5: Andover Beverly Farms Campello Concord Framingham Hamilton-Wenham Norfolk North Beverly North Billerica Prides Crossing West Concord Whitman Zone 6 $5.25 $181.00/Month All Zone 1-5 services plus: Commuter Rail Zone 6: Ashland Bridgewater Forge Park Franklin Hanson Ipswich Lawrence Lowell Manchester Mansfield South Acton Southborough Zone 7 $5.50 $191.00/Month All Zone 1-6 services plus: Commuter Rail Zone 7: Attleboro Bradford Gloucester Halifax Haverhill Littleton-495 Rowley South Attleboro West Gloucester Westborough Zone 8 $6.00 $198.00/Month All Zone 1-7 services plus: Commuter Rail Zone 8: Ayer Grafton Middleborough-Lakeville Kingston-Route 3 Newburyport Rockport Plymouth Shirley Fitchburg North Leominster Providence Worcester (Union Station) Ordering Passes How do I place my first order? To place your first order, obtain a copy of the contract from our web site www.mbta.com. Fax a signed copy of the contract on or before the 5th day of the preceding pass month, along with your first month s order to the MBTA Corporate Pass Program at (617) 222-3340. Your company will receive the same number of passes each month unless you mail back the Revised Order Form with changes. How do I change my pass order? Fill out the Revised Order Form as shown below and mail it to: MBTA Pass Program, 10 Park Plaza, 6th Floor, Boston, MA 02116. The Revised Order Form needs to arrive on or before the 5th day of the preceding pass month. Below is a sample of a Revised Order Form. This company has indicated a change in Subway, Combo, and Combo+. All other quantities will remain the same. Boat Pass $198.00/Month All Zone 1-8 services plus: Commuter Boats: Pemberton Point, Hull Hingham Ship Yard Quincy Fore River Shipyard Inner Harbor Ferries Front side of revised order form All Zone 9 stations have been changed to Zone 8. 6 Reverse side of revised order form 7

Ordering Passes continued How do I change my company address? On the reverse side of the Revised Order Form, list any new information such as new address, change in administrator or phone number. This information will be updated when you receive your next shipment of passes. What is the best way for our company to send the Revised Order Form to the MBTA? Revised order forms are accepted via U.S. mail, Federal Express, United Postal Service, and couriers. Unfortunately, we no longer accept the Revised Order Form via fax. How can I get a pass for a new employee after I have mailed in my Revised Order Form? If an employee requests a pass after your order has been mailed, add the pass to the next month s cycle. Unfortunately, changes cannot be made once the form enters the system. Delivery of Passes When will my passes arrive each month? You should receive your passes by the 26th day of each month preceding the pass month. The passes will be sent to the Program Administrator. How will I receive my passes? Passes are sent out 3-day FedEx or you may arrange in advance to pick up passes at the MBTA Revenue Department, located at 10 Park Plaza, Room 4730, Boston, MA 02116. To arrange for pick up, please contact the Revenue Department (617) 222-3252. Please check your order upon receipt to confirm that the packing slip matches the number of passes you have received. If you have a discrepancy, please contact the Revenue Department at (617) 222-3252. Will I receive my Commuter Rail passes with the Core passes? Yes. Both Core and Commuter Rail passes will be packaged in separate envelopes within the same FedEx package. If you need further information, contact the Pass Program at (617) 222-5218. 8 9

Delivery of Passes What will I receive with my passes? An invoice, which has a tear-off Payment Form, an order form, which has a tear-off Revised Order Form, and a packing slip, which has a tear-off Pass Return Form. Returning Passes Can passes be returned? Yes. Passes may be returned to the MBTA by the 5th day of the pass month. Passes received after the 5th of the month will not be accepted. If you have any questions regarding returns, please call (617) 222-5710. Invoice Payment Form Order Form Revised Order If returning passes by U.S. mail, it is advised that you send them by, registered, express mail or certified.* Please insure your returned packages. Send U.S. mail to: MBTA P.O. Box 120137 Boston, MA 02112-0137 For FedEx, UPS or courier, please send to: MBTA Revenue Department 21 Arlington Avenue Building # 2, 2nd Floor Charlestown, MA 02129 Hours: 8:00 A.M. TO 4:00 P.M. Packing Slip * Certified mail does not insure your parcel if lost in the mail. Return Form 10 11

Payment of Passes When is payment due? Payment is due by the 7th day of the following month. How do I pay for the passes? Payment for passes can be made by check only. Currently, the MBTA is unable to accept credit cards for this transaction. If you receive Core passes (Bus through Zone 2) and Commuter Rail passes (Zone 3 through Zone 8 and Boat passes), you will need two (2) separate checks sent to the P.O. Boxes listed below: Senior/Transportation Access Pass How do I order an MBTA Senior/TAP Pass for an employee? The employee must have either a Senior ID Card issued by the MBTA or a TAP Card (Transportation Access Pass.) The employee will need to present their ID along with the monthly Senior/TAP Pass during use. How does an employee obtain a Senior ID or TAP card? Contact the MBTA s Office for Transportation Access at (617) 222-5438 or (617) 222-5854 (TTY) for details. Core Checks (senior through Zone 2) should be mailed to: MBTA P.O. Box 55792 Boston, MA 02205 Commuter Rail checks should be mailed to: MBTA P.O. Box 55105 Boston, MA 02205 Write your customer ID number on each check, and mark it either Core or Commuter Rail. Include the Payment Form with each check. 12 13

Commuter Choice Benefit Subway Map Section 132 (f) of the Federal tax code allows employers to increase their benefits package and reduce payroll taxes by offering Commuter Choice benefits. Employers have the flexibility to choose which benefits to offer, and to choose who is eligible to receive the benefit. 1.) Employers can subsidize the commutes of employees for transit, vanpool, or parking expenses (parking at or near the worksite, or at or near a facility from which employees commute via transit, vanpool, or carpool). With this method, the employer pays for the benefit, and receives an equivalent deduction from their business income taxes. Employees receive the benefit free of all payroll and income taxes, in addition to their current compensation. 2.) Employers can allow employees to set aside pre-tax dollars to pay for the cost of their transit, vanpool, or parking expenses (parking at or near the worksite, or at or near a facility from which employees commute via transit, vanpool, or carpool). With this method, employers do not pay for the benefit, but permit employees to pay for commuting expenses out of their gross income, before taxes are computed. Both employees and employers save payroll taxes. 3.) Employers can share the fare, by subsidizing part of the cost of employees commutes and allowing employees to set aside pre-tax dollars to pay for the remainder of the cost, up to the maximum limit. For these methods, the maximum transit or vanpool benefit is $100 per month/$1200 a year. The maximum parking benefit is $180 per month/$2,160 a year. For more information on Commuter Choice benefits, call MassRides at 1-888-4COMMUTE. 14 15

Commuter Rail Map Important Telephone Numbers Massachusetts Bay Commuter Rail (617) 222-8001 MBTA Pass Program Ordering Passes (617) 222-5218 MBTA Revenue Department Delivery of Passes and Payments (617) 222-3252 Returning Passes (617) 222-5710 MBTA Police (617) 222-1000 Lost and Found Information North Station (617) 222-3600 South Station (617) 222-8120 Subway and Buses (617) 222-5000 Schedule and Fare Information (617) 222-3200 1-800-392-6100 (617) 222-5146 (TTY) MBTA Senior/TAP (617) 222-5438 (617) 222-5854 (TTY) 16 17