ITSO AMS HOPS, ITSO Part 11, and Account Based Ticketing (ABT) Systems, Development and Services
A Contract Award Notice
by SMART APPLICATIONS MANAGEMENT LIMITED
- Source
- Find a Tender
- Type
- Framework (Services)
- Duration
- 4 year (est.)
- Value
- £1-£15M
- Sector
- TECHNOLOGY
- Published
- 09 Oct 2023
- Delivery
- To 18 Sep 2027 (est.)
- Deadline
- n/a
Concepts
Location
PLYMOUTH
2 buyers
- Smart Applications Management Plymouth
5 suppliers
- Unicard Wimborne
- Hub London
- Iblocks Leeds
- Euclid Denmead
- Scheidt & Bachmann Fare Collection Systems Moenchengladbach
Description
Smart Applications Management Limited (SAM) is the trading name of South West Smart Applications Limited, a Membership based central purchasing body, which owns and runs the National Mobilities Procurement Hub for its Members. This Framework is seeking the provision of multiple Software as a Service Lots providing ITSO AMS HOPS, ITSO Part 11, and Account Based Ticketing (ABT) Systems, Development and Services. Framework Lot 1 is for the provision of an ITSO AMS-HOPS, which is the core ITSO component which acts as the key conduit between all other elements of an ITSO and wider ticketing system. There is a great importance on the ability of the system to provide a reliable means of generating, hosting and exchanging data between various ITSO components based on open transparent interfaces, but which at the same time ensures that there is full transparency of the activities which is undertaken through user accessible views into the HOPS and high quality reporting outputs. Framework Lot 2 is for the provision of an ITSO Part 11 Service which enables the travelling customer to download smart products or top ups immediately to a remote device such as an NFC enabled phone. The Part 11 solution also opens up a number of other retail channels and collection points providing the customer with a comprehensive network of retail sales and fulfilment. Framework Lot 3 is for the provision of an Account Based Ticketing (ABT) Back Office System, which is a core platform to allow customers to enjoy best value travel, irrespective of mode, when travelling on public transport in a defined area. The ABT system will, as a minimum, collate and record ITSO based travel attributed to a registered or non registered customer, and calculate fares and capped charges due from customers, as well as providing the mechanism to calculate revenue apportionment between operators.
Lot Division
| 1 | ITSO AMS HOPS The AMS-HOPS is the core ITSO component which acts as the key conduit between all other elements of the ITSO System and wider Ticketing environment. There is a great importance on the ability of the system to provide a reliable means of generating, hosting and exchanging data with various ITSO and non-ITSO components through both defined and open APIs, but which at the same time ensures that there is full transparency of the activities which is undertaken through user accessible views into the HOPS and high quality reporting and data outputs. Award Criteria
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| 2 | ITSO Part 11 Service An ITSO Part 11 solution enables the customer to download smart products or top ups immediately to a remote device such as an NFC enabled phone or a smartcard via an NFC enabled phone. An ITSO Part 11 solution also enables a number of other retail channels and collection points to provide the customer with a comprehensive network of retail sales and almost immediate fulfilment to their smartcard. The Part 11 solution will work in a number of ways, with a variety of links into scheme solutions being possible to support the customer with a range of key functionality, including: 1. For the customer - to be offered a seamless and instantaneous option for purchasing new products and topping up existing ones. 2. For the scheme - to have immediate and varied retail options that integrate and interact with 3rd party systems providing customer and card information including automatic fulfilment of ITSO tickets purchased and topped up. 3. For any ITSO smart product - on any Card Media to be delivered through Supplier delivered media and product configuration tools by the SAM Member. 4. The ability for the payment options and requirements to be managed under the control of SAM Members predefined business rules. 5. Clear and consistent branding options, accessible, easy navigation and appropriate security. 6. The provision of Client Software to facilitate testing SAM Member customer services and small scale scheme support by providing links to the back office systems which will allow SAM Members to add products to smart cards. Award Criteria
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| 3 | Account Based Ticketing (ABT) Back Office System A key part of the role of SAM Members is to encourage public transport users and potential users to travel sustainably using public transport across all modes including buses, metro, rail and ferries. Customer research shows that a barrier to travel can be the complexity of ticket offerings that are available. SAM wishes to provide for its members, an ability to call-off Software to move their current ticketing proposition, such as Pay As You Go (PAYG) from a "Truth on Card" solution i.e. where the capping takes place dynamically on the card and the customer can always see their balance, to one where the fare and capping calculations are carried out in a back office system - "Truth on Server". The reasons for this move include the fact only a small number of caps can be supported under a current PAYG solution, where "Truth on Server" would allow for an unlimited number of caps to be applied across modes and operators. In addition, this technology update would result in PAYG being capable of being accepted on rail. We are seeking back-office suppliers to work with SAM Members to develop and implement a core system that will allow the transition from a PAYG product to a Truth on Server solution. Initially the transaction types will be ITSO based, as ITSO is the common standard that is installed on all public transport for all SAM Members. In common with other areas, we would expect the solution to demonstrate an understanding of other potential ticketing tokens for a full Account Based Ticketing platform. The new back-office system will be the core system as it will be needed to receive details of customer journeys and be able to calculate fares due and appropriate caps to be paid. In addition, the system will need to be able to calculate the amounts due to operators as a result of their participation within the scheme. The nature of cap calculations and operator reimbursement will need to be varied so will have to be based upon configurable rules. It is expected that potential suppliers will need to have proven and mature technology solutions for the outcomes sought with fully supported and managed digital services that we can integrate into our existing digital platforms. While some public transport is operated directly by a SAM Member, other elements are operated by independent bus and rail companies. The system will need to interact with these external systems with the minimum of disruption to third party public transport suppliers. Key functionality we are looking to include are: • Receipt of ITSO based journey transactions including Tap On/Tap Off when available. • Processing of ITSO Tap Off messages on bus. • Holding of fare tables/access to fare tables for all public transport modes. • Fares to be able to use innovate fare calculation methods such as distance-based fares. • Holding of fare caps. • Fare caps to be able to be calculated across different capping periods including days, weeks, and longer periods to be defined. • Fare caps to be available for individual operators, modes as well as multi operator and multimodal caps. • Caps may also be set by other factors such as time of day or other parameters including avoiding peak routes. • Management reports available to the SAM Member and individual operators. • Support registered and unregistered customers. • Apply different levels of caps based upon a concession held by a customer eg child. • Be able to flag up when an account is considered to have a low balance so that certain systems can notify the customer of that fact. • Be able to identify when an account is in arrears and the relevant product needs to be blocked. This may vary for registered and unregistered customers. • Processing of late data received from operators together with customer challenges and Tap completions to ensure that caps charged, and operator reimbursement reflect the updated view. • Calculate reimbursement due to operators according to definable business rules which may include top slicing of individual or pooled cap revenue, distribution by mode or operator according to any of the parameters known to the system. • Integrate with existing customer systems provided by a SAM Member including revenue collection and customer messaging as well as app and web portal interaction. Depending on the solution chosen we may need the provider to supply a customer processing element as part of the solution. • Secure accessible and robust APIs. Award Criteria
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Award Detail
| 1 | Unicard (Wimborne)
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| 2 | Hub (London)
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| 3 | Iblocks (Leeds)
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| 4 | Euclid (Denmead)
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| 5 | Scheidt & Bachmann Fare Collection Systems (Moenchengladbach)
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Renewal Options
An agreement term may be extended from a standard 48 month term, by up to 2 x 12 month periods, making the maximum agreement term available 72 months.
CPV Codes
- 72200000 - Software programming and consultancy services
- 48000000 - Software package and information systems
- 60140000 - Non-scheduled passenger transport
- 60210000 - Public transport services by railways
- 72220000 - Systems and technical consultancy services
Indicators
- Options are available.
- Award on basis of price and quality.
Other Information
The National Mobilities Procurement Hub (NMPH) is a national resource for all UK based Public Sector Bodies, with a Transport responsibility or interest; as well as for all bus and rail operators in the UK. For the avoidance of doubt, the Framework has been developed for the following public sector organisations as a minimum: Scottish Local Authorities: Aberdeen City Council Aberdeenshire Council Angus Council Argyll and Bute Council City of Edinburgh Council Clackmannanshire Council Comhairle nan Eilean Siar Dumfries and Galloway Council Dundee City Council East Ayrshire Council East Dunbartonshire Council East Lothian Council East Renfrewshire Council Falkirk Council Fife Council Glasgow City Council Inverclyde Council Midlothian Council North Ayrshire Council North Lanarkshire Council Orkney Islands Council Perth and Kinross Council Renfrewshire Council Scottish Borders Council Shetland Islands Council South Ayrshire Council South Lanarkshire Council Stirling Council The Highland Council The Moray Council West Dunbartonshire Council West Lothian Council Scottish Government & Executive Agencies: Scottish Government Transport Scotland Scottish Regional Transport Partnerships Shetland Transport Partnership (ZetTrans) Highlands and Islands Transport Partnership (HITRANS) North-East of Scotland Transport Partnership (NESTRANS) Tayside and Central Scotland Transport Partnership (TACTRAN) South-East of Scotland Transport Partnership (SESTRAN) Strathclyde Partnership for Transport (SPT) South-West of Scotland Transport Partnership (Swestrans) Unitary Authorities in Wales: Blaenau Gwent County Borough Council Bridgend County Borough Council Caerphilly County Borough Council Cardiff Council Carmarthenshire County Council Ceredigion County Council Conwy County Borough Council Denbighshire County Council Flintshire County Council Gwynedd Council Isle of Anglesey County Council Merthyr Tydfil County Borough Council Monmouthshire County Council Neath Port Talbot County Borough Council Newport City Council Pembrokeshire County Council Powys County Council Rhondda Cynon Taf County Borough Council City and County of Swansea The Vale of Glamorgan County Borough Council Torfaen County Borough Council Wrexham County Borough Council Welsh Government & Executive Agencies: Welsh Government Transport for Wales Welsh Transport Partnerships: South East Wales Transport Commission North Wales Transport Commission Metropolitan District Councils in England: Barnsley Borough Council Birmingham City Council Bolton Borough Council Bradford City Council Bury Borough Council Calderdale Borough Council Coventry City Council Doncaster Borough Council Dudley Borough Council Gateshead Borough Council Kirklees Borough Council Knowsley Borough Council Leeds City Council Liverpool City Council Manchester City Council North Tyneside Borough Council Newcastle Upon Tyne City Council Oldham Borough Council Rochdale Borough Council Rotherham Borough Council South Tyneside Borough Council Salford City Council Sandwell Borough Council Sefton Borough Council Sheffield City Council Solihull Borough Council St Helens Borough Council Stockport Borough Council Sunderland City Council Tameside Borough Council Trafford Borough Council Wakefield City Council Walsall Borough Council Wigan Borough Council Wirral Borough Council Wolverhampton City Council Unitary Authorities in England: Bath and North East Somerset Council Bedford Borough Council Blackburn with Darwen Borough Council Blackpool Council Bournemouth, Christchurch and Poole Council Bracknell Forest Borough Council Brighton and Hove City Council Bristol City Council Buckinghamshire Council Central Bedfordshire Council Cheshire East Council Cheshire West and Chester Council Cornwall Council Durham County Council Darlington Borough Council Derby City Council Dorset Council East Riding of Yorkshire Council Halton Borough Council Hartlepool Borough Council Herefordshire Council Isle of Wight Council Hull City Council Leicester City Council Luton Borough Council Medway Council Middlesbrough Borough Council Milton Keynes Council North East Lincolnshire Council North Lincolnshire Council North Northamptonshire Council North Somerset Council Northumberland County Council Nottingham City Council Peterborough City Council Plymouth City Council Portsmouth City Council Reading Borough Council Redcar and Cleveland Borough Council Rutland County Council Shropshire Council Slough Borough Council Southampton City Council Southend-on-Sea Borough Council South Gloucestershire Council Stockton-on-Tees Borough Council Stoke-on-Trent City Council Swindon Borough Council Telford and Wrekin Borough Council Thurrock Council Torbay Council Warrington Borough Council West Berkshire Council West Northamptonshire Council Wiltshire Council Windsor and Maidenhead Borough Council Wokingham Borough Council City of York Council County Councils in England: Cambridgeshire County Council Cumbria County Council Derbyshire County Council Devon County Council East Sussex County Council Essex County Council Gloucestershire County Council Hampshire County Council Hertfordshire County Council Kent County Council Lancashire County Council Leicestershire County Council Lincolnshire County Council Norfolk County Council North Yorkshire County Council Nottinghamshire County Council Oxfordshire County Council Somerset County Council Staffordshire County Council Suffolk County Council Surrey County Council Warwickshire County Council West Sussex County Council Worcestershire County Council Combined Authorities in England: Cambridgeshire and Peterborough Combined Authority Greater Manchester Combined Authority Liverpool City Region Combined Authority North East Combined Authority North of Tyne Combined Authority South Yorkshire Combined Authority Tees Valley Combined Authority West Midlands Combined Authority West of England Combined Authority West Yorkshire Combined Authority Transport for the West Midlands Nexus Transport for Greater Manchester London Borough Councils: Barking and Dagenham Barnet Bexley Brent Bromley Camden Croydon Ealing Enfield Greenwich Hackney Hammersmith and Fulham Haringey Harrow Havering Hillingdon Hounslow Islington Kensington and Chelsea Kingston upon Thames Lambeth Lewisham Merton Newham Redbridge Richmond upon Thames Southwark Sutton Tower Hamlets Waltham Forest Wandsworth Westminster Other Transport Bodies: Transport for London Department for Transport District, Borough and City Councils in England: Adur Allerdale Amber Valley Arun Ashfield Ashford Babergh Barrow-in-Furness Basildon Basingstoke & Deane Bassetlaw Blaby Bolsover Boston Braintree Breckland Brentwood Broadland Bromsgrove Broxbourne Broxtowe Burnley Cambridge Cannock Chase Canterbury Carlisle Castle Point Charnwood Chelmsford Cheltenham Cherwell Chesterfield Chichester Chorley Colchester Copeland Cotswold Craven Crawley Dacorum Dartford Derbyshire Dales Dover East Cambridgeshire East Devon East Hampshire East Hertfordshire East Lindsey East Staffordshire East Suffolk Eastbourne Eastleigh Eden Elmbridge Epping Forest Epsom & Ewell Erewash Exeter Fareham Fenland Folkestone and Hythe Forest of Dean Fylde Gedling Gloucester Gosport Gravesham Great Yarmouth Guildford Hambleton Harborough Harlow Harrogate Hart Hastings Havant Hertsmere High Peak Hinckley and Bosworth Horsham Huntingdonshire Hyndburn Ipswich Kings Lynn & West Norfolk Lancaster Lewes Lichfield Lincoln Maidstone Maldon Malvern Hills Mansfield Melton Mendip Mid Devon Mid Suffolk Mid Sussex Mole Valley North Devon North East Derbyshire North Hertfordshire North Kesteven North Norfolk North West Leicestershire North Warwickshire New Forest Newark & Sherwood Newcastle-Under-Lyme Norwich Nuneaton & Bedworth Oadby & Wigston Oxford Pendle Preston Redditch Reigate & Banstead Ribble Valley Richmondshire Rochford Rossendale Rother Rugby Runnymede Rushcliffe Rushmoor Ryedale Somerset West and Taunton South Cambridgeshire South Derbyshire South Hams South Holland South Kesteven South Lakeland South Norfolk South Oxfordshire South Ribble South Somerset South Staffordshire Scarborough Sedgemoor Selby Sevenoaks Spelthorne St Albans Stafford Staffordshire Moorlands Stevenage Stratford on Avon Stroud Surrey Heath Swale Tamworth Tandridge Teignbridge Tendring Test Valley Tewkesbury Thanet Three Rivers Tonbridge & Malling Torridge Tunbridge Wells Uttlesford Vale of White Horse Warwick Watford Waverley Wealden Welwyn Hatfield West Devon West Lancashire West Lindsey West Oxfordshire West Suffolk Winchester Woking Worcester Worthing Wychavon Wyre Wyre Forest Councils in Northern Ireland: Antrim and Newtownabbey Borough Council Ards and North Down Borough Council Armagh City, Banbridge and Craigavon Borough Council Belfast City Council Causeway Coast and Glens Borough Council Derry City and Strabane District Council Fermanagh and Omagh District Council - Enniskillen Office Lisburn and Castlereagh City Council Mid and East Antrim Borough Council Mid Ulster District Council - Dungannon Newry, Mourne and Down District Council Transport Bodies in Northern Ireland: Translink And any other Public Sector body in the UK with an interest in Transport, or any UK transport operator. Any organisation must be a Member of SAM at the time that their Order from the Framework is signed.
Reference
- FTS 029683-2023