Footnotes

Footnotes

1. The focus of the OBC was based on the HM Treasury Green Book 5 Case Model’: http://www.ogc.gov.uk/documentation_and_templates_business_case.asp

2. Smart and Integrated Ticketing Strategy (DfT; 2009)

3. The "Zonecard" in Glasgow is one such paper-based integrated ticketing scheme – allowing the user to travel on certain bus, rail, underground and ferry services, operated by Strathclyde Partnership for Transport within the Strathclyde region – depending on the number of travel zones purchased.

4. Smart and Integrated Ticketing Strategy (DfT; 2009)

5. See scotland.gov.uk/gameslegacy

6. DfT Business Plan 2011-2015, Action 3.2, page 10, November 2010

7. DfT Business Plan 2011-2015, Action 3.2, page 10, November 2010

8. The Benefits of Simplified and Integrated Ticketing in Public Transport; Booz & Co. For PTEG(2009)

9. Strengths, Weaknesses, Opportunities and Threats

10. DfT (2009b)

11. DfT (2009a)

12. SPT are considering their own smart ticket scheme. There is insufficient information at present on how smart card infrastructure would operate on the ferries to warrant the sector’s inclusion in this analysis.

13. Discounted to 2002 in 2002 prices. Figures are rounded so may not sum.

14. An organisation formed to develop and maintain a specification for secure "end to end" inter-operable ticketing transactions (formerly the "Integrated Smart Card Ticketing Organisation")

15. Including maintenance costs.

16. Stored Travel Rights – An e-purse for travel purposes only

17. Card Management Systems

18. Host Operator Processing System

19. STS2009, published December 2010.

20. Passenger Boardings in 2006-07 in Lothian and Strathclyde accounted for approximately 80% of passenger boardings in Scotland.

21. Source STS 2009

22. Source STS 2009

23. Excludes rail subsidy – amount for 2009/10 to be confirmed.

24. Para 2.8, Tender for Design, Supply and Installation of Replacement Ticketing System, SPT, Oct 2009.

25. As defined by DfT (see 1.15)

27Source Strathclyde Partnership for Transport

26. A draft report was due in October 2010, with the final version to be published in June 2011.

27. It should be noted that there is currently no ITSO option that enables migration to EMV or NFC (Near Field Communications using a device integrated with a mobile phone as a smart card).

28. Glasgow 2014 is the Organising committee for the XX Commonwealth Games in Glasgow.

29. FSR had originally intended to pilot the Flexipass ticket - a carnet of either 10 or 50 trips on the Edinburgh – Glasgow line. However, due to a lack of ticket gate compatibility, the pilot is currently limited to season tickets – this is a simpler ticket product and has defined start and end dates so can be set to be valid for one day or other period of time.

30. Translink in the Netherlands was setup as a joint venture between operators and a separate legal entity, to provide the OV Chipkaart ticketing system nationally. See case study at Appendix5.

31. TS has already acted as the delivery lead for the successful Concessionary Fares scheme, negotiating agreements with bus operators, procuring the infrastructure on buses and the back-office and managing implementation and operation.

32. A number of PTEs are in the process of designing and procuring their own smart and integrated infrastructure, including GMPTE and SYPTE to serve local needs.

33. Produced by the Transport Economics, Environment and Appraisal team in Transport Scotland.

34. SPT are separately considering roll-out of smart ticketing for the Glasgow Subway. There is insufficient information at present on how smart card infrastructure would operate on the ferries to warrant the sector’s inclusion in this analysis.

35. Discounted to 2002 in 2002 prices. Figures are rounded so may not sum.

36. Future benefits have yet to be discounted and expressed as Net Present Values.

37. This is driven by the likely life-span of the technology.

38. The upper limit of 2 seconds is taken from the DfT Business Case.

39. This is based on evidence from South Yorkshire which had an average of 10-15 passengers with the upper limit of 15 being more likely in a predominantly urban area and the lower limit of 10 being more likely in a mixed rural/ urban area.

40. Only applies to the Scotland wide option – currently awaiting statistics for (i) Glasgow City Centre Boundary Area (ii) SPT Zonecard Area

41. An implicit assumption.

42. Booz&Co "The Benefits Of Simplified & Integrated Ticketing in Public Transport" for the Passenger Transport Executive Group (2009).

43. Transport Research Laboratory (TRL) "The Demand for Transport" Report 593 (2004)

44. This result is 1p higher than estimated in the DfT Business Case on Smart Integrated Ticketing. Bus passenger numbers were 515m and Bus revenue was £424m.

45. Scottish Government Statistical Bulletin Bus and Coach Statistics: table 13, (March 2009).

46. Booz&Co "The Benefits Of Simplified & Integrated Ticketing in Public Transport" for the Passenger Transport Executive Group (2009).

47. Interpolated from Passenger Demand Forecasting Handbook

48. An organisation formed to develop and maintain a specification for secure "end to end" inter-operable ticketing transactions (formerly the "Integrated Smart Card Ticketing Organisation")

49. Including maintenance costs.

50. Stored Travel Rights – An e-purse for travel purposes only

51. Card Management Systems

52. Host Operator Processing System

53. Assumes exit readers on buses which is not currently possible with single door buses.

54. Assumes exit readers on buses which is not currently possible with single door buses.

55. Produced by the Transport Economics, Environment and Appraisal team in Transport Scotland.

56. The Benefits of Simplified and Integrated Ticketing in Public Transport; Booz & Co. For PTEG (2009)