A typical Management Services contract for the administration of a County or Unitary concessionary travel scheme would involve the following:
- advice on the supply of all scheme materials including a fulfilment arrangement for smart cards and concession management software
- provision of technical support and advice to Travel Concession Authorities about the Scheme, including negotiation with operators
- assessment of claims and challenges made by operators
- management of appeals and other disputes with operators
- provision of means of collecting relevant data from operators
- integration of new technology in data collection
- operation of the reimbursement claim system
- maintenance of a register of eligible transport services
- measurement and checking of gross revenue foregone
- calculation of reimbursement rates and other DfT Calculator factors
- calculation of net revenue foregone and marginal additional costs
- assessment of additional capacity cost (PVR) claims
- notification of payment of reimbursement
- general liaison and support to transport operators in respect of the scheme
- maintenance of management accounts for the scheme
- management and supervision of monitoring surveys
- preparation of annual reports
- annual review of the scheme expenditure
- quarterly forecasting and reporting
- general advice and guidance in the running and development of the Scheme
Note – some of the above tasks may be in addition to basic contract provisions