---
title: "Concessionary Travel Customer Management System (CT-CMS), Commercial & Concessionary Travel Customer Management System (CCT-CMS), and Business Intelligence & Reimbursement System"
ocid: "ocds-h6vhtk-03bf5e"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03bf5e"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03bf5e.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03bf5e.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "SOUTH WEST SMART APPLICATIONS LIMITED"
published: "2023-04-18"
---

# Concessionary Travel Customer Management System (CT-CMS), Commercial & Concessionary Travel Customer Management System (CCT-CMS), and Business Intelligence & Reimbursement System

Buyer: SOUTH WEST SMART APPLICATIONS LIMITED  
Current stage: Planning  
OCID: ocds-h6vhtk-03bf5e

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## Summary

The National Mobilities Procurement Hub (NMPH) managed by South West Smart Applications Limited is planning a procurement process for a Concessionary Travel Customer Management System in the UK. This opportunity falls under the Software programming and consultancy services category and is aimed at various public sector bodies including Scottish Local Authorities, Unitary Authorities in Wales, Metropolitan District Councils in England, and others. The tender, titled "Concessionary Travel Customer Management System (CT-CMS), Commercial & Concessionary Travel Customer Management System (CCT-CMS), and Business Intelligence & Reimbursement System," has a value of GBP 15,000,000. The date for future notices regarding this opportunity is set for May 15, 2023.

This procurement process for software services presents an opportunity for businesses specializing in transport-related solutions. Companies experienced in developing software for public transport services, smart ticketing, and data analytics are well-suited to compete. The tender aims to provide essential customer management systems for concessionary and commercial travel with a focus on transparency and reliability of customer information. Businesses interested in engaging with public sector bodies in the UK transport industry can explore this opportunity through the NMPH framework managed by SAM.

## 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 Concessionary Travel Customer Management (CT-CMS), Commercial & Concessionary Travel Customer Management (CCT-CMS), and Business Intelligence & Reimbursement Systems, Development and Services. Framework Lot 1 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. Framework Lot 2 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 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. Framework Lot 3 is for the provision of a Business Intelligence and Reimbursement Module supporting both the apportionment of concessionary and commercial travel reimbursements to operators, whilst at the same time bringing together all travel and customer data to support detailed data analytics and reporting for a SAM Member.

### Lot Information

Concessionary Travel Customer Management System (CT-CMS)

Framework Lot 1 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 two Optional support services: 1. A Web Portal for the registration and management of concessionary travel passengers, and 2. A Business Intelligence and Reimbursement Module supporting both the apportionment of concessionary travel reimbursements to operators, whilst at the same time bringing together all concessionary travel and customer data to support detailed data analytics and reporting for a SAM Member.

Commercial & Concessionary Travel Customer Management System (CCT-CMS)

Framework Lot 2 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 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 two Optional support services: 1. A Web Portal for the registration and management of commercial and concessionary travel passengers, and 2. A Business Intelligence and Reimbursement Module supporting both the apportionment of commercial and concessionary travel reimbursements to operators, whilst at the same time bringing together all commercial and concessionary travel and customer data to support detailed data analytics and reporting for a SAM Member.

Business Intelligence & Reimbursement System

Framework Lot 3 is for the provision of a Business Intelligence and Reimbursement Module supporting both the apportionment of concessionary and commercial travel reimbursements to operators, whilst at the same time bringing together all travel and customer data to support detailed data analytics and reporting for a SAM Member.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/011036-2023 |
| Notice type | Planning Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 18 Apr 2023 |
| Submission deadline | Not specified |
| Future notice date | 14 May 2023 |
| Award date | Not specified |
| 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 | Planned |
| Lots status | Planned |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SOUTH WEST SMART APPLICATIONS LIMITED |
| 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 |

## 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

## Release History

- 18 Apr 2023 at 09:11 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/011036-2023

## 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-03bf5e. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03bf5e.json.