Concessionary and Commercial Customer Management Systems, Web and App Digital Retail (inc MaaS), ITSO PAYG E-Purse Systems, Business Intelligence Software, and Convenience Store Retail Development and Services for Transport Ticketing
A Tender Notice
by SOUTH WEST SMART APPLICATIONS LTD
- Source
- Find a Tender
- Type
- Framework (Services)
- Duration
- 4 year
- Value
- £15M
- Sector
- TECHNOLOGY
- Published
- 29 Apr 2024
- Delivery
- To 26 Jun 2028 (est.)
- Deadline
- 26 Jun 2024 12:00
Concepts
Location
PLYMOUTH
2 buyers
- South West Smart Applications Plymouth
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 Concessionary Travel Customer Management (CT-CMS), Commercial & Concessionary Travel Customer Management (CCT-CMS), Web and App Digital Retail (inc MaaS), ITSO PAYG E-Purse Systems, Business Intelligence Software, and Convenience Store Transport Ticketing Retail Development and Services. Framework Lot 1a is for the provision of a Concessionary Travel Customer Management System (CT- CMS), which is the core customer management software delivering high quality management of sensitive customer information and acting as the key conduit between SAM or a SAM Member and all other elements of a Concessionary Travel System. There is a great importance on the ability of the CT-CMS to interact reliably with other non-ITSO and ITSO components to ensure full transparency of the customer activities. The CT-CMS Lot also provides the opportunity to provide optional elements desired by SAM Members, to complement the CT-CMS including a third party Web Interface, and a Reimbursement Module for apportioning concessionary reimbursement payments to Operators. Framework Lot 1b is for the provision of a Commercial & Concessionary Travel Customer Management System (CCT-CMS), replicating all of the Lot 1a requirements but with enhanced functionality to support commercial ticketing. Framework Lot 2a is for Web Retailing for transport ticketing. The requirement is for passenger facing, outcome focussed concessionary and commercial Web Portals retailing products and services for transport ticketing. It is expected that Tenderer's solutions are available now, modular based, and do not require significant new development other than configuration to meet a Customer's business rules. Framework Lot 2b is for Digital Retail Mobile Apps, including Mobility as a Service (MaaS) Apps. The requirement is for passenger facing, outcome focussed App retailing products and services for transport ticketing. It is expected that Tenderer's solutions are available now and do not require significant new development other than configuration to meet a Customer's business rules. It is designed to support as many solutions as possible from a small-scale Barcode App for scholars travel - to a full MaaS App integrating with multiple third party systems. Framework Lot 3 is for ITSO Pay As You Go (PAYG) E-Purse Services with associated Transit Settlement System (TSS) to provide an FCA regulated payment system for an ITSO Stored Travel Rights (STR) product. The PAYG-TSS will deliver an end to end payment system for multiple operators who make use of a scheme STR or a single operator who chooses to have their own STR. Framework Lot 4 is for the provision of Business Intelligence Software bringing together travel and customer data, to support detailed data analytics and reporting for a SAM Member. The BIS platform is required to take daily data feeds from multiple software sources including, but not limited to an ITSO AMS-HOPS; Customer Manager System(s), Concessionary and Commercial Web Portals, as well as additional 3rd Party systems such as Transit Settlement Schemes, and hosts the data on a dedicated secure platform for multi-system analysis and reporting. Framework 5 is for Convenience Store Retailing of Smart Ticketing Products, providing passengers with an ability to purchase and top up ticketing and related products on to their smart media within a local store environment.
Lot Division
| 3 | Framework 6 Lot 3 ITSO PAYG E-Purse Systems
The procurement requires the provision of an ITSO Pay As You Go (PAYG) with associated Transit Settlement System (TSS) to provide an FCA regulated payment system for an ITSO Stored Travel Rights (STR) product (henceforth termed the PAYG-TSS). The PAYG-TSS will deliver an end to end payment system for multiple operators who make use of a scheme STR or a single operator who chooses to have their own STR. Specific PAYG-TSS requirements and deliverables are expected to require the following key functionality: 1. The PAYG-TSS will be a regulated issuer providing an end-to end payment system for the Customer and the User (smart card holder). 2. The PAYG-TSS will be capable of providing information on the STR product owned or managed by the Customer. 3. The PAYG-TSS will be able to be partitioned to allow multiple STR schemes/IPEs to coexist and be managed within partitions according to data protection and sharing parameters defined by the Customer. 4. The PAYG-TSS will interface with a number of third party systems using an industry standard format, including but not limited to AMS-HOPS, Customer Management Systems, Card Bureaus, ABT Capping Engines, Remote Fulfilment Server, Web Portals, Data Analysis Packages and Payment Services. 5. The PAYG-TSS must have a GUI to enable governance and management of the data stored. 6. The PAYG-TSS must be scalable and capable of adding further Users, Customers and Scheme partitions as defined within the Pricing Matrix. |
| 4 | Framework 6 Lot 5: Business Intelligence Software
Framework 6 Lot 4 is for the provision of Business Intelligence Software bringing together travel and customer data, to support detailed data analytics and reporting for a SAM Member. The Business Intelligence Software (BIS) is a Data Visualisation Service for Data Analytics. The BIS platform is required to take daily data feeds from multiple software sources including, but not limited to an ITSO AMS-HOPS; Customer Manager System(s), Concessionary and Commercial Web Portals, as well as additional 3rd Party systems such as Transit Settlement Schemes, and hosts the data on a dedicated secure platform for multisystem analysis and reporting. |
| 5 | Framework 6 Lot 5: Convenience Store Retail Services for Smart Ticketing
This Lot covers the functional requirements and outputs of a solution that will permit all aspects of face-to-face retail of smart tickets and products at locations within an authority or scheme's operating area. The Lot has been designed to support a 'menu of requirements' approach that will allow SAM members to pick and choose elements to suit their own specific retailing need. It may not be the case that a single organisation will want to implement all the ticketing products shown in the Specification, which will support products that can be used on bus, coach, ferry and rail including seat reservations. |
| 4 | Framework 6 Lot 1a Concessionary Travel Customer Management System
Framework Lot 1a is for the provision of a Concessionary Travel Customer Management System (CT- CMS), which is the core customer management software delivering high quality management of sensitive customer information and acting as the key conduit between SAM or a SAM Member and all other elements of a Concessionary Travel System. There is a great importance on the ability of the CT-CMS to interact reliably with other nonITSO and ITSO components to ensure full transparency of the customer activities. The CT-CMS Lot also provides the opportunity to provide optional elements desired by SAM Members, to complement the CT-CMS including a Web Interface for Online Concessionary Travel Applications & Product Management, and a Reimbursement Module for apportioning concessionary reimbursement payments to Operators. The CT-CMS will act as a management tool to issue smart media and associated products, maintain the smart media while in use and finally take them out of use; The CT-CMS will be capable of the administration of ITSO Shells and Products which are not on a card but on an alternative media such as a mobile phone; The CT-CMS will be capable of providing information on: • Products owned or managed by the SAM Member but hosted in a third party ITSO Shell. • Third party products hosted in an ITSO Shell owned or managed by the SAM Member The CT-CMS will be able to be partitioned to allow multiple Shell owners, retailers and Product owners to co-exist and be managed within partitions according to data protection and sharing parameters defined by the SAM Member and the shell owner, retailer or Product owner. The CT-CMS will allow the SAM Member to own shells, product and the retailing functions for third parties who do not wish to own their own. The CT-CMS will interface with a number of third party systems using an industry standard format, including but not limited to AMS-HOPS, Card Bureaus, Remote Fulfilment Server, Web Portals, Transit Settlement Systems, Data Analysis Packages and Payment Services. The CT-CMS must have a GUI to enable governance and management of the data stored. The CT-CMS must be scalable and capable of adding further partitions as required. In addition, the CT-CMS may be further complemented through the provision of optional support services as defined, including an Operator Reimbursement Module. |
| 5 | Commercial & Concessionary Travel Customer Management System (CCT-CMS)
Framework Lot 1b is for the provision of a Commercial & Concessionary Travel Customer Management System (CCT-CMS), which is the core customer management software delivering high quality management of sensitive customer information and acting as the key conduit between SAM or a SAM Member and all other elements of both a Concessionary and Commercial Travel System. There is a great importance on the ability of the CCT-CMS to interact reliably with other non-ITSO and ITSO components to ensure full transparency of the customer activities. The CCTCMS Lot also provides the opportunity to provide optional elements desired by SAM Members, to complement the CCT-CMS including a Web Interface for Online Concessionary and Commercial Travel Applications and Product Management, and a Reimbursement Module for apportioning concessionary and commercial reimbursement payments to Operators. The CCT-CMS will act as a management tool to issue smart media and associated products, maintain the smart media while in use and finally take them out of use; The CCT-CMS will be capable of the administration of ITSO Shells and Products which are not on a card but on an alternative media such as a mobile phone; The CCT-CMS will be capable of providing information on: • Products owned or managed by the SAM Member but hosted in a third party ITSO Shell. • Third party products hosted in an ITSO Shell owned or managed by the SAM Member. The CCT-CMS will be able to be partitioned to allow multiple Shell owners, retailers and Product owners to co-exist and be managed within partitions according to data protection and sharing parameters defined by the SAM Member and the shell owner, retailer or Product owner. The CCT-CMS will allow the SAM Member to own shells, product and the retailing functions for third parties who do not wish to own their own. The CCT-CMS will interface with a number of third party systems using an industry standard format, including but not limited to AMS-HOPS, Card Bureaus, Remote Fulfilment Server, Web Portals, Transit Settlement Systems, Data Analysis Packages and Payment Services. The CCT-CMS must have a GUI to enable governance and management of the data stored. The CCT-CMS must be scalable and capable of adding further partitions as required. In addition, the CCT-CMS may be further complemented through the provision of Optional support services as defined. |
| 6 | Framework 6 Lot 2a Web Portal Digital Retail for Transport Tickets
Framework Lot 2a Web Portal Digital Retail for Transport Ticketing is for the provision of a Commercial & Concessionary Web Portals for the public transport sector. Covering all core elements of a passenger fronting service, the requirement is for a range of high quality modular options, depending on the customer, with a need to integrate with a range of third party systems through open APIs, including other Portals and Apps as appropriate. |
| 7 | Framework 6 Lot 2b Mobile App Digital Retail including MaaS
The Digital Retail Mobile Apps Lot is focussed on Apps as used by the Passenger. In the wider context in which this requirement is to be read, a Passenger may be considered to be the user of traditional forms of public transport as well as a user of a car club, car parking, bike hire, taxi hire, and other less traditional public transport/passenger transit modes as embodied by the Mobility as a Service (MaaS) approach. The requirement is outcome based and aims to offer a wide canvas under which Suppliers existing products can be hosted, subject to a number of core requirements for which Tenders are required to support. It is expected that Tenderer's solutions are available now and do not require significant new development other than configuration to meet a Customer's business rules. During the duration of the Framework, it will be possible for Tenderers to update their response as new products are introduced. For the purpose of this requirement, a 'Ticket' is defined as a token which is purchased by a Passenger providing them with a right to travel. Other rights to travel may be derived from Entitlements due to Passengers age/class or other right to benefits. There is a minimum requirement to be provided by all solutions which supports a lower specification QR based entitlement product which could be used for travel such as school services. Further options are then selectable by the Tenderer to be able to provide: • Mobile Wallets and Retail Functions; • Barcode/QR Based Tickets; • Host Card Emulation (HCE) of ITSO Smartcards and Products; • Non-ITSO Host Card Emulation (HCE) of ITSO Smartcards and Products; • Yotra ITSO on Mobile; • HCE or Other Integration with Mobile Wallets for NFC Acceptance; • Digital Entitlements and Discounts; • Enhanced App Functionality; • Back Office Enhancements; • Alternative Tickets/Media/Communications; • Integration with Journey Planners; • Post-Pay and Account Based Solutions; • Mobility as a Service (MaaS) Functionality. |
Renewal Options
Because of the specialist nature of the technology and interface requirements, the Framework Agreement may be renewed for up to 2 additional 12 month periods - making a maximum Framework length of 72 months. 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
Indicators
- An E-Catalogue is required.
- Restrictions apply to the lot award allocation.
- Bids should cover one or more lots.
- Bids should cover the whole contract.
- Options are available.
- Renewals are available.
- Professional qualifications are sought.
- Staff qualifications are relevant.
- 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, rail, metro, tram and ferry operators in the UK. For the avoidance of doubt, the Framework has been developed for the following public sector bodies as a minimum: Scottish Local Authorities, including: 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, including: 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, including: 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, including: 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, including: 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 PTEs in the UK including: Transport for Greater Manchester Merseytravel Nexus Transport for the West Midlands West Yorkshire Metro South Yorkshire All Regional Transport Bodies including: England's Economic Heartland Midlands Connect Peninsula Transport Transport East Transport for London Transport for the North Transport for the South East London Borough Councils, including the following 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 Department for Transport All Regional and Sub-Regional Transport Boards District, Borough and City Councils in England, including the following Councils: 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, including: 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 Any other Public Sector body in the UK with an interest in Transport, or any UK transport operator. Any other Public Sector body within a UK overseas territory, contracting under English and Welsh Law with an interest in Transport, or their related operator. Any organisation must be a Member of SAM at the time that they wish to Call-Off from the Framework. See www.talktosam.co.uk for more details.
Reference
- FTS 013807-2024