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

SMART APPLICATIONS MANAGEMENT LIMITED

This public procurement record has 4 releases in its history.

Award

04 Nov 2024 at 16:42

TenderUpdate

23 May 2024 at 10:19

Tender

29 Apr 2024 at 21:28

Planning

19 Apr 2024 at 16:15

Summary of the contracting process

The procurement process involves Smart Applications Management Limited (SAM), trading as South West Smart Applications Limited, executing the "National Mobilities Procurement Hub (NMPH) Framework 6." The procurement focuses on Software programming and consultancy services in the transport sector across the UK. This encompasses various framework lots, including Concessionary Travel Customer Management Systems (CT-CMS), Commercial & Concessionary Travel Customer Management Systems (CCT-CMS), Web and App Digital Retail solutions (inc. Mobility as a Service, MaaS), ITSO PAYG E-Purse Systems, Business Intelligence Software, and Convenience Store Transport Ticketing Retail Development and Services. The current stage is the award stage with contracts awarded to multiple suppliers, including Beep Limited and Fujitsu Services Ltd, among others. The framework is relevant from the planning stage initiated in April 2024 to the award stage, concluding in November 2024.

This tender creates significant opportunities for business growth in the technology and public transport sectors. Companies specialising in software development, digital retail, and data analytics can leverage this framework to expand their client base and market reach. Transport operators, IT solution providers, and customer management system developers are especially well-suited to compete. The procurement method is an open procedure, promoting competition and ensuring high-quality, cost-effective solutions. Companies with expertise in integrated software solutions, public transport services, and innovative retailing concepts for smart ticketing will find extensive opportunities within this expansive framework.

How relevant is this notice?

Notice Title

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

Notice 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 multisystem analysis and reporting. Framework Lot 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 Information

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 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 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.

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.

Renewal: 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.

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 nonITSO and ITSO components to ensure full transparency of the customer activities. The CCT-CMS 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.

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.

Renewal: 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.

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.

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.

Renewal: 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.

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.

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.

Renewal: 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.

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. Additional information: A copy of the ITT with all bidding information can be obtained from https://www.nationalmobilitiesprocurementhub.co.uk/latest

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.

Renewal: 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.

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.

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.

Renewal: 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.

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.

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.

Renewal: 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.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-0453c8
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/035700-2024
Current Stage
Award
All Stages
Planning, Tender, Award

Procurement Classification

Notice Type
Planning Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large, SME

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

60 - Transport services (excl. Waste transport)

72 - IT services: consulting, software development, Internet and support


CPV Codes

48000000 - Software package and information systems

60140000 - Non-scheduled passenger transport

60210000 - Public transport services by railways

72200000 - Software programming and consultancy services

Notice Value(s)

Tender Value
£15,000,000 £10M-£100M
Lots Value
£15,000,000 £10M-£100M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
4 Nov 20241 years ago
Submission Deadline
26 Jun 2024Expired
Future Notice Date
24 Apr 2024Expired
Award Date
22 Aug 20242 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Active, Cancelled
Awards Status
Active
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
SMART APPLICATIONS MANAGEMENT LIMITED
Additional Buyers

South West Smart Applications Ltd

Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
PLYMOUTH
Postcode
PL1 1QX
Postcode Area
Plymouth
Country
England

Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK4 Devon
Small Region (ITL 3)
TLK41 Plymouth
Delivery Location
Not specified

Local Authority
Plymouth
Electoral Ward
St Peter and the Waterfront
Westminster Constituency
Plymouth Sutton and Devonport

Supplier Information

Number of Suppliers
11
Supplier Names

Beep Limited

Bemrose Booth Paragon Limited

ESP Systex Limited

Euclid Limited

Fujitsu Services Ltd

Imaginet Limited

Passenger Technology Group Ltd

SmartCitizen Ltd

Smarter Technologies Group Limited

The Hub Company Limited

Unicard Limited

Open Contracting Data Standard (OCDS)

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