Framework 4: ITSO and Wider Transport Ticketing & Payment Consultancy Support Framework

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-03620a-2023-02-22T13:35:46Z",
    "date": "2023-02-22T13:35:46Z",
    "ocid": "ocds-h6vhtk-03620a",
    "description": "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 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.",
    "initiationType": "tender",
    "tender": {
        "id": "SAM 004: NMPH Framework 4",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Framework 4: ITSO and Wider Transport Ticketing & Payment Consultancy Support Framework",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "72220000",
            "description": "Systems and technical consultancy services"
        },
        "mainProcurementCategory": "services",
        "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 Consultancy Support Services for ITSO and Wider Transport Ticketing including Payment systems. The ITSO and Wider Transport Ticketing & Payment Consultancy Support Framework (Lot 1) is for the provision of Consultants capable of meeting a range of Core ITSO and Wider Transport Ticketing & Payment support requirements. Framework Lot 2 is for the provision of entry to an Experts Panel of Niche Specialisms based on detailed specialist requirements in the Transport Ticketing and Payment field. Framework Lot 3 is for the provision of Consultants capable of meeting a range of Core Concessionary Travel & Payment support requirements. Framework Lot 4 is for the inclusion of entry to a fixed fee Short Term Experts List (STEL), where Consultants agree to a fixed rate for short term work (Max 10 days), enabling SAM Members to undertake a Direct Award for any Consultant on the Lot 4 Experts List to complete their work. Lot 4 places are conditional on suppliers winning a place on Lots 1, 2 or 3 or a combination of them. This Framework is seeking to host a number of Consultant Suppliers for ITSO and wider passenger transport and payment services, who are committed to partnership working, including with other consultants. This Framework will be available for all public sector bodies in the UK, including Local Authorities, Highway Authorities, Combined Authorities, and Regional Transport Authorities in England, Wales, Scotland, and Northern Ireland as well as National Transport Bodies such as Transport for Wales, Transport Scotland, Translink and the Department for Transport. It will also be available for use by any bus/rail/tram/ferry operator in the UK. More detail of who the Framework is for, is outlined in Section VI.",
        "value": {
            "amount": 4000000,
            "currency": "GBP"
        },
        "lotDetails": {
            "maximumLotsAwardedPerSupplier": 4,
            "awardCriteriaDetails": "SAM may award one Lot or any combination of Lots 1, 2 and 3 to supliers. Lot 4 places will only be awarded to suppliers who have also gained a place on at least one other Lot."
        },
        "lots": [
            {
                "id": "1",
                "title": "ITSO and Wider Transport Ticketing & Revenue Consultancy Support",
                "description": "This Framework Lot 1 is seeking the provision of Consultancy Support Services for ITSO and Wider Transport Ticketing including Payment systems. It covers a wide range of expert smart ticketing and revenue services from technical development to governance, and project project management to critical friend. It enables Suppliers to offer multiple staff across multiple grades to meet a Members need. This Framework is seeking to host a number of Consultant Suppliers under Lot 1, who are committed to partnership working, including with other consultants. This Framework Lot will be available for all public sector bodies in the UK, including Local Authorities, Highway Authorities, Combined Authorities, and Regional Transport Authorities in England, Wales, Scotland, and Northern Ireland as well as National Transport Bodies such as Transport for Wales, Transport Scotland, Translink and the Department for Transport. It will also be available for use by any bus/rail/tram/ferry operator in the UK. More detail of who the Framework is for, is outlined in Section VI.",
                "status": "cancelled",
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "1 year plus 1 year"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed",
                    "electronicCataloguePolicy": "required"
                },
                "hasOptions": true,
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Lot 1 Part 1 - Compliance Confirmation",
                            "type": "quality",
                            "description": "Pass / Fail"
                        },
                        {
                            "name": "Lot 1 Part 1 - Experience Essay",
                            "type": "quality",
                            "description": "50%"
                        },
                        {
                            "name": "Lot 1 Part 2 - Compliance Confirmation",
                            "type": "quality",
                            "description": "Pass / Fail"
                        },
                        {
                            "name": "Lot 1 Part 2 - Experience Essay",
                            "type": "quality",
                            "description": "50%"
                        },
                        {
                            "name": "Lot 1 Part 3 - Compliance Confirmation",
                            "type": "quality",
                            "description": "Pass / Fail"
                        },
                        {
                            "name": "Lot 1 Part 3 - Experience Essay",
                            "type": "quality",
                            "description": "50%"
                        },
                        {
                            "name": "Social Value",
                            "type": "quality",
                            "description": "10%"
                        },
                        {
                            "name": "Lot 1 Part 1 - Price Per Customer Order",
                            "type": "cost",
                            "description": "40%"
                        },
                        {
                            "name": "Lot 1 Part 2 - Price Per Customer Order",
                            "type": "cost",
                            "description": "40%"
                        },
                        {
                            "name": "Lot 1 Part 3 - Price Per Customer Order",
                            "type": "cost",
                            "description": "40%"
                        }
                    ]
                },
                "options": {
                    "description": "An agreement term may be extended from a standard 48 month term, by up to 2 x 12 month periods, making the maximum term available 72 months."
                }
            },
            {
                "id": "2",
                "title": "Experts Panel of Niche Specialisms",
                "description": "This Framework Lot 2 is aimed at small value (less than PS30k) commissions across a number of topics where SAM Members may need to seek stand alone, niche specialist advice and support. A range of specialisms will be defined, and there will be up to 5 supplier slots available under each specialism. Tenderers will be able to bid for one primary specialism, one secondary specialism and one tertiary specialism. The specialisms will covers a wide range of expert smart ticketing and revenue services. This Framework is seeking to host a number of Consultant Suppliers under Lot 2, who are committed to partnership working, including with other consultants. This Framework Lot will be available for all public sector bodies in the UK, including Local Authorities, Highway Authorities, Combined Authorities, and Regional Transport Authorities in England, Wales, Scotland, and Northern Ireland as well as National Transport Bodies such as Transport for Wales, Transport Scotland, Translink and the Department for Transport. It will also be available for use by any bus/rail/tram/ferry operator in the UK. More detail of who the Framework is for, is outlined in Section VI.",
                "status": "cancelled",
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "1 year plus 1 year"
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                "submissionTerms": {
                    "variantPolicy": "notAllowed",
                    "electronicCataloguePolicy": "required"
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                            "name": "Specialism Essay Response",
                            "type": "quality",
                            "description": "50%"
                        },
                        {
                            "name": "Social Value",
                            "type": "quality",
                            "description": "10%"
                        },
                        {
                            "name": "Price Per Customer Order",
                            "type": "cost",
                            "description": "40%"
                        }
                    ]
                },
                "options": {
                    "description": "An agreement term may be extended from a standard 48 month term, by up to 2 x 12 month periods, making the maximum term available 72 months."
                }
            },
            {
                "id": "3",
                "title": "Concessionary Travel Consultancy Services",
                "description": "This Framework Lot 3 is seeking the provision of Consultancy Support Services in the delivery of concessionary travel schemes for SAM Members. It covers a wide range of expert concessionary travel ticketing and revenue services from scheme development to average fare setting, to financial processing and operator payment. It enables Suppliers to offer multiple staff across multiple grades to meet a Members need. This Framework is seeking to host a number of Consultant Suppliers under Lot 3, who are committed to partnership working, including with other consultants. This Framework Lot will be available for all public sector bodies in the UK, including Local Authorities, Highway Authorities, Combined Authorities, and Regional Transport Authorities in England, Wales, Scotland, and Northern Ireland as well as National Transport Bodies such as Transport for Wales, Transport Scotland, Translink and the Department for Transport. It will also be available for use by any bus/rail/tram/ferry operator in the UK. More detail of who the Framework is for, is outlined in Section VI.",
                "status": "cancelled",
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "1 year plus 1 year"
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": true,
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Lot 3 Part 1 - Compliance Confirmation",
                            "type": "quality",
                            "description": "Pass / Fail"
                        },
                        {
                            "name": "Lot 3 Part 1 - Experience Essay",
                            "type": "quality",
                            "description": "50%"
                        },
                        {
                            "name": "Lot 3 Part 2 - Compliance Confirmation",
                            "type": "quality",
                            "description": "Pass / Fail"
                        },
                        {
                            "name": "Lot 3 Part 2 - Experience Essay",
                            "type": "quality",
                            "description": "50%"
                        },
                        {
                            "name": "Lot 3 Part 3 - Compliance Confirmation",
                            "type": "quality",
                            "description": "Pass / Fail"
                        },
                        {
                            "name": "Lot 3 Part 3 - Experience Essay",
                            "type": "quality",
                            "description": "50%"
                        },
                        {
                            "name": "Social Value",
                            "type": "quality",
                            "description": "10%"
                        },
                        {
                            "name": "Price Per Customer Order",
                            "type": "cost",
                            "description": "40%"
                        }
                    ]
                },
                "options": {
                    "description": "An agreement term may be extended from a standard 48 month term, by up to 2 x 12 month periods, making the maximum term available 72 months."
                }
            },
            {
                "id": "4",
                "title": "Fixed Fee Short Term Experts List",
                "description": "This Framework Lot 4 is for the inclusion of entry to a Short Term Experts List (STEL) based on short term support for a standard fixed fee. The STEL requires Suppliers to agree to a standard fixed rate for short term work across a range of defined areas. The rates will be the same for all Consultant Suppliers. Any SAM Member will then be able to call off any Consultant they wish from the STEL for a maximum contract award of 10 days, and no more than 2 STEL call offs from the same Supplier within a calendar year. The STEL Lot 4 is only available for short term use, with Lots 1, 2 and 3 available to support longer call offs either via direct award or further competition. This Framework is seeking to host a number of Consultant Suppliers under Lot 4, who are committed to partnership working, including with other consultants. This Framework Lot will be available for all public sector bodies in the UK, including Local Authorities, Highway Authorities, Combined Authorities, and Regional Transport Authorities in England, Wales, Scotland, and Northern Ireland as well as National Transport Bodies such as Transport for Wales, Transport Scotland, Translink and the Department for Transport. It will also be available for use by any bus/rail/tram/ferry operator in the UK. More detail of who the Framework is for, is outlined in Section VI.",
                "status": "cancelled",
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "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 70 months."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed",
                    "electronicCataloguePolicy": "required"
                },
                "hasOptions": true,
                "options": {
                    "description": "An agreement term may be extended from a standard 48 month term, by up to 2 x 12 month periods, making the maximum term available 72 months."
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "price"
                        }
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                }
            }
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        "communication": {
            "futureNoticeDate": "2022-09-08T00:00:00+01:00"
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