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