Section one: Contracting authority
one.1) Name and addresses
South West Smart Applications Limited
Floor 2, Coburg House, 32 Mayflower Street
Plymouth
PL1 1QX
Contact
Andrew Seedhouse
andrew.seedhouse@talktosam.co.uk
Telephone
+44 7807043222
Country
United Kingdom
Region code
UKK41 - Plymouth
Companies House
Smart Applications Management Ltd
Internet address(es)
Main address
one.2) Information about joint procurement
The contract is awarded by a central purchasing body
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
Additional information can be obtained from the above-mentioned address
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Other activity
Smart and ticketing solutions and wider applications for transportation networks.
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Concessionary Travel Customer Management System (CT-CMS), Commercial & Concessionary Travel Customer Management System (CCT-CMS), and Business Intelligence & Reimbursement System
Reference number
SAM 006: NMPH Framework 6
two.1.2) Main CPV code
- 72200000 - Software programming and consultancy services
- MA03 - For buses
- MA08 - For railway use
- MA09 - For transport
- MA12 - For urban transport
- MA14 - For boats
- TA36 - For transport tickets
two.1.3) Type of contract
Services
two.1.4) Short 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), 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.
two.1.5) Estimated total value
Value excluding VAT: £15,000,000
two.1.6) Information about lots
This contract is divided into lots: Yes
Maximum number of lots that may be awarded to one tenderer: 3
two.2) Description
two.2.1) Title
Concessionary Travel Customer Management System (CT-CMS)
Lot No
1
two.2.2) Additional CPV code(s)
- 48000000 - Software package and information systems
- MA03 - For buses
- MA08 - For railway use
- MA09 - For transport
- MA12 - For urban transport
- MA14 - For boats
- TA36 - For transport tickets
- 60140000 - Non-scheduled passenger transport
- 60210000 - Public transport services by railways
- 72200000 - Software programming and consultancy services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
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.
two.2) Description
two.2.1) Title
Commercial & Concessionary Travel Customer Management System (CCT-CMS)
Lot No
2
two.2.2) Additional CPV code(s)
- 48000000 - Software package and information systems
- MA03 - For buses
- MA08 - For railway use
- MA09 - For transport
- MA12 - For urban transport
- MA14 - For boats
- TA36 - For transport tickets
- 60140000 - Non-scheduled passenger transport
- 60210000 - Public transport services by railways
- 72200000 - Software programming and consultancy services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
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.
two.2) Description
two.2.1) Title
Business Intelligence & Reimbursement System
Lot No
3
two.2.2) Additional CPV code(s)
- 48000000 - Software package and information systems
- 60140000 - Non-scheduled passenger transport
- 60210000 - Public transport services by railways
- 72200000 - Software programming and consultancy services
- MA03 - For buses
- MA08 - For railway use
- MA12 - For urban transport
- MA14 - For boats
- TA36 - For transport tickets
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
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.
two.3) Estimated date of publication of contract notice
15 May 2023
Section four. Procedure
four.1) Description
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
Section six. Complementary information
six.3) Additional 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, tram and ferry 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, including:
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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