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Smartcard Systems.

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

West Midlands Passenger Transport Executive (Centro)
Centro House, 16 Summer Lane
For the attention of: Procurement Team
B19 3SD Birmingham
UNITED KINGDOM
E-mail:

Internet address(es):

General address of the contracting authority: www.centro.org.uk

Address of the buyer profile: www.centro.org.uk (click about us>procurement)

Electronic submission of tenders and requests to participate: https://centro.bravosolution.co.uk

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority
Body governed by public law
I.3)Main activity
Other: Integrated Transport Authority
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

As stated within the documents as provided.

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:
Smartcard Systems.
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 7: Computer and related services
Main site or location of works, place of delivery or of performance: Centro supported area of the West Midlands. Services may also be delivered to those public bodies listed in Section VI.3 in England, Wales, Scotland and Northern Ireland.

NUTS code UK

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves the establishment of a framework agreement
II.1.4)Information on framework agreement
Framework agreement with a single operator

Duration of the framework agreement

Duration in years: 10

Justification for a framework agreement, the duration of which exceeds four years: Justification for a framework agreement, the duration of which exceeds four years: Following publication of a PIN in the OJEU in June 2013 (OJEU reference 2013/S 117-1999878), Centro held a Supplier Day in July 2013 in Birmingham, U.K. Feedback from the session was that a term of between 7 and 10 years was essential given the scale of this procurement. The successful suppliers will have to make a substantial investment in order to deliver the Services and ensure that technological advances which are in scope are available to those calling-off from the framework agreement.

It is vital that the suppliers have a term long enough to allow them to recover their costs under both the framework agreement and any call-offs made under it, which are intended to be up to 7 years in length. In order to ensure recoupment of the investment it is also essential that the framework agreement and the services offered under it are available to the maximum number of contracting entities , which will only be the case where the framework agreement is accessible over a significant period of time.

Estimated total value of purchases for the entire duration of the framework agreement

Estimated value excluding VAT:
Range: between 3 500 000 and 300 000 000 GBP
II.1.5)Short description of the contract or purchase(s)
Following detailed feedback from the Supplier Day, Centro has organised the procurement into the following Lots:
- Lot 1, Smart Customer and Transaction Processing
- Lot 2, Reporting, Analysis, Concessions and Settlement
- Lot 3, Smartcard Media
- Lot 4, Smartcard and Customer Bureau Processing Services
- Lot 5, Smart Commerce Services
- Lot 6, Independent Retailing.
These are further described in Annex B.
In order to develop the best solution, Centro reserves the right to merge the Lots, as appropriate, throughout the procurement process.
Centro will appoint one supplier to each lot.
Precise quantities are currently unknown both in terms of Centro's overall requirements and potential requirements from other contracting entities utilising this framework agreement. The estimated spend values above are a guide only and there is no guarantee of levels of spend.
II.1.6)Common procurement vocabulary (CPV)

72000000, 72250000, 48000000, 72310000, 66151100, 79342300, 55900000, 48217000, 72212441, 79824000, 30162000

II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): no
II.1.8)Lots
This contract is divided into lots: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variants
Variants will be accepted: yes
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
Estimated value excluding VAT:
Range: between 3 500 000 and 300 000 000 GBP
II.2.2)Information about options
Options: no
II.2.3)Information about renewals
This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion
Duration in months: 120 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: Smart Customer and Transaction Processing
1)Short description
It is intended that this Lot will be provided by a single supplier and consists of four services. Centro intends to utilise all four services, however, other contracting entities having access to this framework agreement may require a single service or a combination of these services:
Service 1 - Customer and Card Services
- System Migration (customer databases and card production systems);
- Contact centre interfaces;
- Integration capability for use with CRM solutions;
- Card Management and Production System (CMS) - single database;
- Replacement of internal systems and databases covering concessions and commercial ticketing and Internet Sales;
- Card Bureau Interfaces;
- Customer and Concessions Data Cleansing Services;
- Customer Portal for Online Retailing (PORTAL);
- Online and mobile device accounts;
- Paper ticket sales, processing and management;
- Third party web site interfaces;
- Product purchase and fulfilment through retail units, mail, online, tablets and Smartphones;
- Integration of customer accounts with journey planning and Real-time Information Systems (RTI) systems (web, tablet and Smartphone);
- Application Programming Interfaces for all interfaces (API).
Service 2 - Retail and Perso POST
- Retail sales POST (web based), also to be accessible in a rail environment;
- Perso POST for initial in house card creation;
- Payments Management and Processing (credit card, direct debit and continuous authority).
Service 3 - ITSO Back Office Services
- System Migration (AMS/HOPS);
- ITSO Back Office (AMS/HOPS);
- ISAM Management and commissioning;
- Remote fulfilment through ITSO Part 11 and associated APIs and toolkits;
- Transaction data reporting;
- Customer access to transaction data.
Service 4 - Integration, Implementation and Project Management
- Systems Architecture, Integrator and Integration Services;
- Project management and support services;
- Implementation;
- Testing.
2)Common procurement vocabulary (CPV)

72000000, 72250000, 72310000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 2 Lot title: Reporting, Analysis, Concessions and Settlement
1)Short description
It is intended that this Lot will be provided by a single supplier.
This Lot covers the following deliverables:
- Transaction data reporting;
- Data annonomisation and permissions management;
- Reimbursement, Settlement and Payment Calculation and Processing Systems;
- Data warehousing and business analytics (reporting).
2)Common procurement vocabulary (CPV)

72310000, 48217000, 72212441

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 3 Lot title: Smartcard Media
1)Short description
It is intended that this Lot will be provied by a single supplier.
This Lot covers the supply of the following deliverables:
- Concessionary Cards;
- Blank Cards;
- Pre-printed cards;
- Pre-encoded cards;
- Disposable media.
2)Common procurement vocabulary (CPV)

30162000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 4 Lot title: Smartcard and Customer Bureau Processing Services
1)Short description
It is intended that this Lot will be provided by a single supplier.
This Lot covers the following deliverables:
- Card Production and encoding;
- Card distribution;
- Application verification and processing;
- Data entry and processing.
2)Common procurement vocabulary (CPV)

72310000, 72250000, 79824000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 5 Lot title: Smart Commerce Services
1)Short description
It is intended that this Lot will be provided by a single supplier.
This Lot covers the following deliverables:
- Merchant payments;
- On line payments services (credit cards (all varieties), cEMV, gift cards, voucher codes, direct debit, continuous authority and SMS payments);
- On line basket facility;
- Smart commerce services.
2)Common procurement vocabulary (CPV)

66151100, 72250000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 6 Lot title: Independent Retailing
1)Short description
It is intended that this Lot will be provided by a single supplier.
This Lot covers the following deliverables:
- Retail infrastructure and services to facilitate ITSO product sales across a large number of retail agents across the country with a good mix of urban, suburban and rural retail agents.
- Sales terminals that fully integrate with ITSO AMS/HOPS and commercial back office solutions.
- Production and issuing of other ticketing items such as wallets, photo cards and leaflets.
- A business rule driven solution that will enable transport ticketing processes to be implemented.
- A ticketing stock control process.
2)Common procurement vocabulary (CPV)

55900000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
Centro's requirements will be set out in the tender documentation and may include, amongst other things, performance bond(s) and / or parent company guarantees and / or other forms of security as required.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Payment will be made in accordance with the terms and conditions and set out in the tender documentation.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Requests to participate will be accepted from groupings of economic operators (consortia). In the event of a successful consortium bid, Centro reserve the right to require groupings of entities to take a particular legal form and/or require that a single consortium member takes primary liability or that each member undertakes joint and several liability irrespective of the legal form adopted. Where a subsidiary company is used, the ultimate parent company may be required to provide a guarantee in respect of the performance of the framework agreement by the subsidiary before acceptance.
III.1.4)Other particular conditions
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
Information and formalities necessary for evaluating if the requirements are met: All necessary requirements to be met will be set out in the Pre-qualification questionnaire and will be assessed as outlined.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: All necessary requirements are outlined in the Instructions to Bidders.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
All necessary requirements to be met will be outlined in the Pre-qualification questionnaire and will be assessed as outlined.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
Execution of the service is reserved to a particular profession: yes
Reference to the relevant law, regulation or administrative provision: As set out in the tender documents.
III.3.2)Staff responsible for the execution of the service

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure
competitive dialogue
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
Envisaged minimum number 3
Objective criteria for choosing the limited number of candidates: Please see PQQ for further details. All bidders who pass the mandatory questions and achieve the minimum threshold score stipulated for the Lot for which they are bidding will proceed to the Invitation to Submit Online Solutions stage (ISOS). As such, the number of bidders proceeding to ISOS will vary under each Lot. Following short listing, Centro reserves the right to review the Lot structure to determine if any should be combined and if so will include the new structure in the next stage of the process.
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated yes
IV.2)Award criteria
IV.2.1)Award criteria
The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction
An electronic auction will be used: yes
Additional information about electronic auction: Centro reserves the right to run an electronic auction, if deemed appropriate.
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
A2013090
IV.3.2)Previous publication(s) concerning the same contract

Prior information notice

Notice number in the OJEU: 2013/S 117-199878 of 19.6.2013

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
Time limit for receipt of requests for documents or for accessing documents: 10.3.2014 - 12:00
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
14.3.2014 - 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
25.3.2014
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
Access to the framework agreement.
Access to this framework agreement will be available to:

- all those bodies listed in Statutory Instrument 2013/1796 - The Whole of Government Accounts (Designation of Bodies) Order 2013, (http://www.legislation.gov.uk/uksi/2013/1796/pdfs/uksi_20131796_en.pdf ) all those bodies listed in Statutory Instrument 2013/109 - The Whole of Government Accounts (Designation of Bodies) Order (Northern Ireland) 2013 (http://www.legislation.gov.uk/nisr/2013/109/pdfs/nisr_20130109_en.pdf) (‘2013 Orders') including future bodies as well as bodies being established as a result of re-organisations, and any subsequent order(s) should the 2013 Orders be collectively or individually repealed. For the avoidance of doubt, this shall include, but not be limited to, all local authorities (as currently listed under http://openlylocal.com/councils/all and as listed in future replacing lists) and all Integrated Transport Authorities including those not listed in the 2013 Orders but who are members of PTEG (as currently listed under http://www.pteg.net/about-us/pteg-member-profiles and any updated lists).

- universities and other educational institutions in England, Wales, Scotland, Northern Ireland and other parts of the UK (as currently listed under http://www.universitiesuk.ac.uk/aboutus/members/Pages/default.aspx and http://www.aoc.co.uk/en/about_colleges/ and any updated lists);

- Charities and third sector providers in England, Wales, Scotland, Northern Ireland and other parts of the UK (as currently listed under http://www.charity-commission.gov.uk/, http://www.oscr.org.uk/, http://www.charitycommissionni.org.uk/ and updated lists);

- public transport providers in England, Wales, Scotland, Northern Ireland and other parts of the UK registered with Vehicle and Operator Service Agency;

- not for profit organisations (as currently listed under http://www.freeindex.co.uk/categories/shopping/not_for_profit/, and updated lists);

- private companies who are registered at Companies House (as currently listed under www.companieshouse.gov.uk and any updated lists);

- any professional and trade bodies (as currently listed under http://www.ukecc-services.net/ukpbata.cfm, and updated lists).

For the avoidance of doubt, the above lists are not exhaustive and any contracting entity similar to those listed above will be able to benefit from this framework agreement.
Contracting entity
Centro propose to incorporate a company which will be initially wholly owned and controlled by Centro called SWIFT. SWIFT may assume responsibility for this procurement and the resulting framework agreement at any point in the procurement process or following establishment of the framework agreement. SWIFT may also act as a central purchasing body for contracting entities. SWIFT may also provide overarching services to contracting entities in relation to one or several lots either through a separate agreement between the contracting entity, SWIFT and the successful suppliers or through SWIFT acting as a subcontractor for the successful suppliers in relation to these services.
Lots and variant bids
For the avoidance of doubt, as specified under Section II.1.5 and Annex B, Centro will appoint one supplier under each Lot.
The initial procurement opportunity will be divided into 6 Lots, however, Centro reserves the right to merge Lots at any point of the process, and in particular following ISOS and ISDS stage.
Bidders are invited to express an interest in one, several or all 6 Lots. At the BAFO stage (but potentially also at ISOS and ISDS stage), each Bidder will have the opportunity to submit package offers across any combination of Lots (if any) for which it has been shortlisted.
Package offers may relate to a number of different Lot combinations, however, Centro reserves the right to limit the number and/or combination of package offers.
For the avoidance of doubt Bidders will be required to submit a base bid, namely a freestanding offer, in respect of each Lot for which it has been shortlisted at the PQQ stage and subsequent stages, provided that these have not been merged during the preceding process.
Centro will conduct an evaluation of all base bids, package offers and variant bids (if applicable). Centro reserves the right to award more than one Lot to a Bidder, including where a package offer is assessed as being the most economically advantageous tender when taken as a whole. The base bids will enable Centro to evaluate each Lot on a freestanding basis, as well as provide a comparator when evaluating the package and/or variant bids. Full details of the bid evaluation methodology will be contained in the tender documents.
For the avoidance of doubt, in the event that a package offer is established as offering the most economically advantageous tender across the relevant combination of Lots, a bidder which would not have won the contract for a Lot if evaluated independently may in fact win the contract for that Lot in conjunction with the other Lot(s) within that package bid.
Centro reserves the right, however, not to award a contract to a packaged offer but to keep Lots separate even if the packaged offer should constitute the most economically advantageous tender in line with the pre-established award criteria.
Instructions on expressing interest

1.Register your company details on https://centro.bravosolution.co.uk. Click the link marked 'to register' - Accept the terms and conditions and click ‘continue'. Enter your correct business and user details. We highly recommend completing both the basic and extended profiles (the extended profile can be completed when you have logged into the portal). Please ensure you note the username and click ‘Save' when complete. You will shortly receive an email with your unique password (please keep this secure).

2. Login to the portal with your unique username/password. Click the ‘PQQs / ITTs Open To All Suppliers' link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier).
3. Expressing Interest: Click on the relevant PQQ/ ITT to access the content and click Express Interest button at the top of the page. As a result, you will now move the PQQ /ITT into your ‘My PQQs/ My ITTs' page. (This is a secure area reserved for your projects only. You can now access the information related to the tender provision; click on ‘Buyer Attachments' in the ‘PQQ/ ITT Details' box to access any/all attachments.
4. Responding to a Tender: Click ‘My Response' under ‘PQQ/ ITT Details', you can choose to ‘Create Response' or to ‘Decline to Respond' (please ensure you provide a reason if declining). You can now use the ‘Messages' function to communicate with the buyer and seek any clarification. Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT. You must then submit your reply using the ‘Submit Response' button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:
12.2.2014