---
title: "ITSO AMS HOPS, ITSO Part 11, and Account Based Ticketing (ABT) Systems, Development and Services"
ocid: "ocds-h6vhtk-03bc3e"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03bc3e"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03bc3e.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03bc3e.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "SMART APPLICATIONS MANAGEMENT LIMITED"
published: "2023-10-09"
---

# ITSO AMS HOPS, ITSO Part 11, and Account Based Ticketing (ABT) Systems, Development and Services

Buyer: SMART APPLICATIONS MANAGEMENT LIMITED  
Current stage: Award  
OCID: ocds-h6vhtk-03bc3e

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## Summary

The National Mobilities Procurement Hub (NMPH) managed by Smart Applications Management Limited is procuring ITSO AMS HOPS, ITSO Part 11, and Account Based Ticketing Systems for public transport in the UK, with a focus on software services for smart ticketing. This procurement process is currently in the award stage, with key dates set for contract signing on 1st October 2023. The framework contract has been awarded to multiple suppliers, creating opportunities for businesses involved in software programming and consultancy services for transport applications.

This tender presents growth opportunities for SMEs and large tech companies specialising in software development for public transport systems. The focus of the procurement is on delivering innovative and seamless ticketing solutions with a strong emphasis on quality, experience, and social value. SAM aims to revolutionize public transport ticketing across various modes with an Account Based Ticketing Back Office System. The procurement method is an open procedure under a centralised purchasing body, inviting businesses to contribute to the advancement of smart ticketing solutions in the UK's public transport sector.

## Notice

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 Information

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.

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.

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.

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.

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.

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/029683-2023 |
| 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 |
| All stages | Planning, Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 9 Oct 2023 |
| Submission deadline | 17 Jul 2023 |
| Future notice date | 14 May 2023 |
| Award date | 30 Sep 2023 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £15,000,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SMART APPLICATIONS MANAGEMENT LIMITED |
| Additional buyers | SMART APPLICATIONS MANAGEMENT |
| Locality | PLYMOUTH |
| Post town | Plymouth |
| Postcode | PL1 1QX |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK4 Devon |
| ITL 3 | TLK41 Plymouth |
| Local authority | Plymouth |
| Electoral ward | St Peter and the Waterfront |
| Westminster constituency | Plymouth Sutton and Devonport |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 5 |
| Supplier names | EUCLID; IBLOCKS; SCHEIDT & BACHMANN FARE COLLECTION SYSTEMS; THE HUB; UNICARD |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 60 - Transport services (excl. Waste transport)
- 72 - IT services: consulting, software development, Internet and support

### Codes

- 48000000 - Software package and information systems
- 60140000 - Non-scheduled passenger transport
- 60210000 - Public transport services by railways
- 72200000 - Software programming and consultancy services
- 72220000 - Systems and technical consultancy services

## Release History

- 9 Oct 2023 at 11:49 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/029683-2023
- 22 May 2023 at 14:11 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/014522-2023
- 4 Apr 2023 at 07:30 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/009722-2023

## Notice URLs

- http://www.talktosam.co.uk

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03bc3e. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03bc3e.json.