Working Together: 2 May 2007 Working Together: 2 May 2007 Implementing the DfT’s Concessionary...

Working Together: 2 May 2007Working Together: 2 May 2007

Implementing the DfT’s Concessionary

Transport Provision for April 2008

Richard PowellRichard Powell

Consultant; Project ManagerConsultant; Project ManagerSouthampton Bus Smart Card SchemeSouthampton Bus Smart Card Scheme

Working Together: 2 May 2007Working Together: 2 May 2007 Richard PowellRichard Powell

OverviewOverview

• Origins of Southampton Bus Smart Card ProjectOrigins of Southampton Bus Smart Card Project– SmartCities; NSCP; DfT “Legacy” programme; ITSOSmartCities; NSCP; DfT “Legacy” programme; ITSO

• Bus Smart Card ProjectBus Smart Card Project– Objectives; Partners; Costs & Funding; Contracts;Objectives; Partners; Costs & Funding; Contracts;– What hasn’t gone to planWhat hasn’t gone to plan

• National Concession 2008National Concession 2008– Context; Bill; Regional roadshows; DfT timeline; Context; Bill; Regional roadshows; DfT timeline;

Data; Framework AgreementData; Framework Agreement

• Health warningsHealth warnings


Origins of Southampton Origins of Southampton ProjectProject

• SmartCities ProjectSmartCities Project– EC FP5 project IST-1999-12252: EC FP5 project IST-1999-12252: 2000-32000-3– Objective: Objective: To develop dynamic, multi-application smart card To develop dynamic, multi-application smart card

schemescheme to enable citizens to benefitto enable citizens to benefit from smart card from smart card environmentenvironment

• National Smart Card ProjectNational Smart Card Project– 1-year ODPM-sponsored project (to 1-year ODPM-sponsored project (to March 2004March 2004))– Objectives: Objectives: To provide a framework & foundationTo provide a framework & foundation for for

development of smart card market; to ensure all local development of smart card market; to ensure all local authorities benefit from experience of others & better services authorities benefit from experience of others & better services to citizens will followto citizens will follow

• DfT “Legacy” ProgrammeDfT “Legacy” Programme– Nominally 1-year programme (Nominally 1-year programme (September 2004 – ongoingSeptember 2004 – ongoing))– Objective: Objective: To assist selected local authority legacy bus smart To assist selected local authority legacy bus smart

card schemes to migrate to ITSOcard schemes to migrate to ITSO


SmartCities Outcomes SmartCities Outcomes (2004)(2004)

City CouncilCity Council UniversityUniversity8,000 hybrid cards8,000 hybrid cards 25,000 MIFARE 1k cards (+6,000 p.a.)25,000 MIFARE 1k cards (+6,000 p.a.)

ApplicationsApplicationsUnilink bus servicesUnilink bus services

City Libraries (12 venues)City Libraries (12 venues)Leisure (6 venues)Leisure (6 venues) Enrolment (ID)Enrolment (ID) Access to car parksAccess to car parks

Proof of ID and ageProof of ID and age Sports facilitiesSports facilities University librariesUniversity libraries

Schools (Catering)Schools (Catering) Secure cycle storageSecure cycle storage Building access Building access controlcontrol

Reward (Worldcard)Reward (Worldcard) Athletic Union Athletic Union MembershipMembership Meals entitlement in Meals entitlement in

Halls of ResidenceHalls of ResidenceSecure access (PKI)Secure access (PKI) Arts Pass token systemArts Pass token system


ITSOITSO

• ObjectiveObjective– to facilitate the development of an interoperable to facilitate the development of an interoperable

smart environment by developing, and then smart environment by developing, and then operating and managing a specification for itoperating and managing a specification for it

• ITSO (founded 1998) is:ITSO (founded 1998) is:– A non-profit sharing organisationA non-profit sharing organisation

• owned by its members includingowned by its members including– bus operators bus operators – train companies train companies – suppliers to the industrysuppliers to the industry– regional and local authorities and PTEsregional and local authorities and PTEs

• supported by the supported by the UK Department for TransportUK Department for Transport

Outputs to date• Specification• Certification• Security Management• Operating Licence


• Delays, FrustrationDelays, Frustration

• Higher costsHigher costs

• Supplier markets Supplier markets

distortions/peaksdistortions/peaks

• Target for growing Target for growing

cynicism & mythscynicism & myths

• Imminent promise of Imminent promise of

improved PT usability/ improved PT usability/

interoperability/securityinteroperability/security

• Developing supplier Developing supplier

marketmarket

• Concession platformConcession platform

ITSO Outcomes (to ITSO Outcomes (to date…)date…)


Bus smart card project Bus smart card project objectivesobjectives• Promote “sustainable transport”Promote “sustainable transport”

• Get control of concession service & databaseGet control of concession service & database

• Migrate Unilink Migrate Unilink bespokebespoke smart card smart card operation to all-operators “legacy” schemeoperation to all-operators “legacy” scheme

• Integrate two RTI projectsIntegrate two RTI projects

• Concessionary fare service on citizen cardConcessionary fare service on citizen card

• Migrate concessions to ITSO (Phase 2)Migrate concessions to ITSO (Phase 2)

• Provide pilot for possible wider roll-outProvide pilot for possible wider roll-out


Project PartnersProject Partners

• Southampton City CouncilSouthampton City Council• University of SouthamptonUniversity of Southampton• Minerva Accord (Unilink)Minerva Accord (Unilink)

– 14 buses (now 18), 1 depot, 1 POS, 1 RTI14 buses (now 18), 1 depot, 1 POS, 1 RTI

• First Hampshire & DorsetFirst Hampshire & Dorset– 132 buses (now 110), 1 depot, 3 POS (now 2), 1 132 buses (now 110), 1 depot, 3 POS (now 2), 1

RTIRTI

• Solent Blue LineSolent Blue Line– 105 buses (now 110), 3 depots, 3 POS, 2 RTI105 buses (now 110), 3 depots, 3 POS, 2 RTI

• Hampshire County CouncilHampshire County Council (observer) (observer)


Costs & Funding (“Phase 1”)Costs & Funding (“Phase 1”)

Costs £'000s Funding £'000s

ETMs,Depots,POSTs 378 DfT “Legacy” 102

Software etc. 59 Operators 136

Miscellaneous 106 RTI Project 50

Validators 6 NSCP 240

Cards/Management 274 LTP 489

Project Management 85

ITSO (Phase 1) 109

Total 1,017 Total 1,017


ContractsContracts

• Wayfarer Transit SystemsWayfarer Transit Systems– Single Tender because 3 operators had Wayfarer Single Tender because 3 operators had Wayfarer

3; backward compatibility with prior Unilink 3; backward compatibility with prior Unilink schemescheme

– ETMs, Depots, POSTs, Back Office, SoftwareETMs, Depots, POSTs, Back Office, Software

• UnicardUnicard – Supplier of SCC Card Management System from Supplier of SCC Card Management System from

SmartCities Project (ex Schlumberger)SmartCities Project (ex Schlumberger)– Upgrade CMS, ITSO HOPS supplier (tender)Upgrade CMS, ITSO HOPS supplier (tender)

• Burrall InfoSmartBurrall InfoSmart– University cards & Card Management SystemUniversity cards & Card Management System


Programme & ProgressProgramme & Progress

ActionAction TargetTarget ActualActual

Project StartProject Start Oct-03Oct-03 Oct-03Oct-03

Contract docsContract docs Feb-04Feb-04 March-04March-04

University new cardsUniversity new cards July-04July-04 July-06July-06

SCC new cardsSCC new cards Jan-05Jan-05 Aug-06Aug-06

Unilink ETMs/depotUnilink ETMs/depot Aug-04Aug-04 Jul-06Jul-06

SBL & First ETMs/depotsSBL & First ETMs/depots Jan-05Jan-05 May-07May-07

Back Office (WTS SmarTrack)Back Office (WTS SmarTrack) Jan-05Jan-05 April-07April-07

Phase 1 CompletionPhase 1 Completion Feb-05Feb-05 June-07June-07

Phase 2 ITSO MigrationPhase 2 ITSO Migration March-06March-06 Dec-07?Dec-07?


What hasn’t gone to plan…What hasn’t gone to plan…

• Change of key personnel/responsibilitiesChange of key personnel/responsibilities– WTS: 4 Project Managers, 3 TDAsWTS: 4 Project Managers, 3 TDAs– SCC: Transport & IT internal reorganisations (2 SCC: Transport & IT internal reorganisations (2

each)each)– SBL: 2MDs, takeover by Go-AheadSBL: 2MDs, takeover by Go-Ahead– First: 4 Project Managers; IT outsourcingFirst: 4 Project Managers; IT outsourcing

• Concession changes (2006 & 2008)Concession changes (2006 & 2008)• Unanticipated technical difficultiesUnanticipated technical difficulties

– Unrecognised issue with bespoke legacy codingUnrecognised issue with bespoke legacy coding– Redesigning legacy back office for LA hostingRedesigning legacy back office for LA hosting

• ITSO uncertainties/supplier market peaksITSO uncertainties/supplier market peaks


National Concession 2008National Concession 2008

• ContextContext

• Bill: content and timescaleBill: content and timescale

• Regional roadshowsRegional roadshows

• DfT timeline (for themselves and TCAs)DfT timeline (for themselves and TCAs)

• Data: specification and collectionData: specification and collection

• Framework agreementFramework agreement

http://www.dft.gov.uk/pgr/regional/buses/http://www.dft.gov.uk/pgr/regional/buses/

concessionary/concessionary/


National Concession - National Concession - contextcontext• Treasury “imposition” – content & timescale Treasury “imposition” – content & timescale

(both 2006 and 2008 changes)(both 2006 and 2008 changes)• DfT perceptions that concessionary service is DfT perceptions that concessionary service is

generally chaotic & too many TCAsgenerally chaotic & too many TCAs• Pressure from Welsh & Scottish schemesPressure from Welsh & Scottish schemes• DfT will try hard to help TCAs but will ensure DfT will try hard to help TCAs but will ensure

TCAs take blame for any failureTCAs take blame for any failure• DfT very anxious to achieve ITSO solutionDfT very anxious to achieve ITSO solution• DfT recognise equipment funding “gap” issueDfT recognise equipment funding “gap” issue

– see PSSG press release/open letter – 20 April 07 –see PSSG press release/open letter – 20 April 07 –http://www.pssg.biz/?Press_Releaseshttp://www.pssg.biz/?Press_Releases


National Concession - BillNational Concession - Bill

• To be enacted July 2007 (To be enacted July 2007 (s/t Parliamentary times/t Parliamentary time))• Provisions:Provisions:

– Free local bus travel for age/disability concessionaires Free local bus travel for age/disability concessionaires 0930-2300 weekdays and all weekends and bank 0930-2300 weekdays and all weekends and bank holidays across Englandholidays across England

– Power to allow future mutual recognition across UKPower to allow future mutual recognition across UK– Ministers can change reimbursement & administrationMinisters can change reimbursement & administration– Ministers can still change scope of concessionsMinisters can still change scope of concessions– TCAs can still offer benefits above statutory TCAs can still offer benefits above statutory

entitlement to local residents (time-band, other entitlement to local residents (time-band, other modes, companions)modes, companions)


National Concession - National Concession - RoadshowsRoadshows

RegionRegion DateDate LocatioLocationn

RegioRegionn

DateDate LocatioLocationn

South South WestWest 20 Apr20 Apr ExeterExeter LondonLondon 29 29

MayMaySouthwarSouthwar

kk

South EastSouth East 10 10 MayMay GuildfordGuildford East of East of

EnglandEngland30 30

MayMayCambridgCambridg

ee

North EastNorth East 11 11 MayMay GallowgateGallowgate

East East MidlandMidlandss

31 31 MayMay

Melton Melton MowbrayMowbray

Yorkshire Yorkshire & & HumbersidHumbersidee

16 16 MayMay tbctbc North North

WestWest 1 June1 June tbctbc

West West MidlandsMidlands

17 17 MayMay

BirminghaBirminghamm


National Concession - National Concession - TimelineTimeline

PeriodPeriod Government activityGovernment activity TCA activityTCA activity

(2007) (2007) AprilApril

Finalise physical pass designFinalise physical pass design

Finalise technical pass spec.Finalise technical pass spec.

Suggest data requirementsSuggest data requirements Start gathering concession dataStart gathering concession data

Apr-MayApr-May

Regional roadshows for TCAsRegional roadshows for TCAs (+ others invited) (+ others invited) Attend roadshowsAttend roadshows

Support team in placeSupport team in place

Tenders from potential suppliersTenders from potential suppliers Continue gathering concession dataContinue gathering concession data

May-JulMay-Jul Public consultationPublic consultation

JulyJuly Bill enacted s/t Parliament timeBill enacted s/t Parliament time

AugustAugustSupplier Framework Agreement Supplier Framework Agreement Complete gathering concession dataComplete gathering concession data

SI requirements for pass design SI requirements for pass design Commence procurement for pass issueCommence procurement for pass issue

Sept. onSept. on Funding to LAs for new passesFunding to LAs for new passes

(2008) (2008) Jan-MarJan-Mar

National awareness campaignNational awareness campaign Issue passes to eligible residentsIssue passes to eligible residents

Local awareness campaignsLocal awareness campaigns

01/04/0801/04/08 START OF NATIONAL CONCESSIONSTART OF NATIONAL CONCESSION


National Concession – Data National Concession – Data (1)(1)http://www.dft.gov.uk/pgr/regional/buses/concessionary/local/annexahttp://www.dft.gov.uk/pgr/regional/buses/concessionary/local/annexa

• “…“…because it is highly likely that an ITSO because it is highly likely that an ITSO smartcard format will be specified in smartcard format will be specified in regulations, it would be prudent of all regulations, it would be prudent of all TCAs (and especially those that may wish TCAs (and especially those that may wish to take advantage of the Department's to take advantage of the Department's Framework Agreement(s)) to ensure that Framework Agreement(s)) to ensure that they have their concessionaire data they have their concessionaire data available in a standard format…” available in a standard format…” DfT DfT advice, 18 April 2007advice, 18 April 2007


National Concession – Data National Concession – Data (2)(2)• DfT “suggested” minimum card holder DfT “suggested” minimum card holder

data:data:– A unique reference number A unique reference number – Name of pass holder Name of pass holder – Address of pass holder Address of pass holder – An Expiry Date for the pass An Expiry Date for the pass – A Photograph A Photograph – Entitlement Type (Age or Disability Related) Entitlement Type (Age or Disability Related)

• All data formats are prescribedAll data formats are prescribed


National Concession – Data (3)National Concession – Data (3)

• ““If a TCA is likely to adopt a smart system on If a TCA is likely to adopt a smart system on buses buses or other services within its areaor other services within its area, it is , it is also worth thinking about what further optional also worth thinking about what further optional data might allow additional services.” data might allow additional services.” DfT DfT advice, 18 April 2007advice, 18 April 2007

• DfT “suggested” additional card holder data:DfT “suggested” additional card holder data:– Title of pass holder Title of pass holder – Middle name(s) of pass holder Middle name(s) of pass holder – Phone number of pass holder Phone number of pass holder – e-mail address of pass holder e-mail address of pass holder – Gender of pass holder Gender of pass holder – Date of Birth of pass holder (DPA implications) Date of Birth of pass holder (DPA implications) – Indication that standard concession is tradeIndication that standard concession is trade


National Concession - National Concession - FrameworkFramework

• No part of this is mandatory for TCAs, No part of this is mandatory for TCAs, but…!but…!

• Components:Components:– Card production serviceCard production service– Card management database serviceCard management database service– ITSO Host Operator Processing System (HOPS) ITSO Host Operator Processing System (HOPS)

service service (minimum: maintain card holder database)(minimum: maintain card holder database)

– Supply hardware (incl. blank card supply), Supply hardware (incl. blank card supply), software & data to TCAs wishing to produce software & data to TCAs wishing to produce cards/manage data in housecards/manage data in house


Health warnings!Health warnings!

• National Concession offers major impetus to LA smart National Concession offers major impetus to LA smart card opportunities & gains control of concessionary card opportunities & gains control of concessionary service, service, butbut::– also introduces increased fraud risk unless/until bus equipment also introduces increased fraud risk unless/until bus equipment

funding gap fully recognised and closed (PSSG)funding gap fully recognised and closed (PSSG)

– pass implementation timescale is desperately tightpass implementation timescale is desperately tight

– government will blame LA’s for any failure & may use it as government will blame LA’s for any failure & may use it as excuse to centralise concession administrationexcuse to centralise concession administration

– local cost of National Concession may force reduction of local local cost of National Concession may force reduction of local add-ons (political fall-out will hit TCA, not government)add-ons (political fall-out will hit TCA, not government)

– ongoing operation is ongoing operation is notnot cost neutral cost neutral

– if ITSO isn’t mandated at outset you may have to do it twice!if ITSO isn’t mandated at outset you may have to do it twice!

– and…and…


Health warnings Health warnings (continued)!(continued)!

If you don’t ask the right questions now you’ll get If you don’t ask the right questions now you’ll get the wrong answers later; includes:the wrong answers later; includes:– need to consider other potential LA smart card uses need to consider other potential LA smart card uses

(has authority got overall smart card strategy?)(has authority got overall smart card strategy?)

– need to specify card space requirement (ITSO)need to specify card space requirement (ITSO)

– need to specify (ITSO format?) “additional” need to specify (ITSO format?) “additional” concession benefits (in principle, because concession benefits (in principle, because reimbursement settlement won’t be known when you reimbursement settlement won’t be known when you need to do it)need to do it)

– bus operators likely to be very suspiciousbus operators likely to be very suspicious

Thank you for listening;Thank you for listening; Good Luck! Good Luck!

Have a safe journey home.Have a safe journey home.

Working Together: 2 May 2007 Working Together: 2 May 2007 Implementing the DfT’s Concessionary...

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