Rolling Stock Design,
Procurement & Requirement
Management Summit

 

11th May 2022, Hybrid Event: Holiday Inn London, Bloomsbury

Agenda

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07:00

Registration & Networking

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07:55

Chairman Event Opening

Pieter Hopmans, Manager Strategic Procurement, Planning & Purchase, NS

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08:00

Applying the Latest Tools to Improve the Purchasing of Rolling Stock, Big Framework Contracts for Big Numbers

- Is your new fleet aligned with a strategic plan? What is the long-term vision for your new asset to meet its full life cycle and deliver a return on investment?
- What are the key factors to consider? (E.g. route utilisation strategies or right sizing to dictate the mix and size of fleet required to ensure your fleet isn’t too small or large in the future)
- Understanding the major cost driver in manufacturing and running your new trains; including safety and energy compatibility within the infrastructure, maintenance cost per sq. km.
- Material supply and obsolescence management

Clemente Guerriero, Project Manager for new Regional HMU/EMU Trains, Trenitalia
Salvatore Sgulo, Head for Purchasing of Rolling Stock, Trenitalia

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08:40

Best Practice in Setting Contractual Agreements Between Third Party Financiers and Train Manufacturers: Defining the Relationship and the Impact on Performance Regimes

- How are operators managing the contract agreement with 3rd party finance companies to deliver on the full life cycle value of the new trains?
- Managing financial risk and finding the right balance in determining how long to set leases for
- What can the industry do to reduce the rates of Existing Legacy Trains to make it more attractive for operators to refurbish existing fleets and re-use them to end-of-life?
- Understand how leasers manage long-term risk including the challenges of new system requirements and obsolescence
- The concept of having trains as service on Availability-Based Lifetime Lease Contract Models - moving away from a 3rd Party Owner Contract Model

Steve White, Head of Major Contracts, Southeastern Railway

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08:55

Lease a Passenger Train” – The Quality Alternative To Classic Procurement

-Mid-term leasing as “so-far-unavailable” procurement method for passenger railway operators in continental Europe becomes available
-Rolling stock concept for regional and long-distance passenger services up to 200 kph
-Modularity and personalisation for a great passenger experience in the framework of a “standard vehicle

Axel Kiese, Founder & Executive Director, Ace4Rail

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09:20

Audience Q&A

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09:30

AM Networking Beak

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10:00

SPECIFICATION 1: SETTING NEW STANDARDS FOR SPECIFYING AND WRITING TECHNICAL REQUIREMENTS IN RAIL PROCUREMENT CONTRACTS
Learning Lessons from Past Procurements, Building Knowledge and Increasing Your Organisational Competencies in Procuring Trains - The role of Human Factors (HF)

CASE STUDY
- Should operators adopt a new basic standard to guide specification and requirements writing based on the key requirements that have to be on a train?
- Establishing a robust lesson learned database and making it a prerequisite that the lessons learned database has been updated as an end gate to closing the project
- Defining milestones in your contract to reduce delays in the assurance process
- Where Human Factors requirements can add value – some lessons learned.
- Is there a possibility of a centralised repository of lessons learned and good HF practice in the procurement of rolling stock?
- Can HF requirements be separated into “mandatory” and “desirable”; what criteria can be used to select the correct specification? Will the “desirable” items ever be delivered?
- What options are there to reduce the reliance on 3rd party consultancies for specialist HF/ ergonomics skills for purchasers whilst writing requirements and for suppliers in response to tenders and design/ delivery of rolling stock?

Amanda Elliott, Human Factors and User Acceptance Advisor, Innovace Designs Ltd
Steve White, Head of Major Contracts, Southeastern Railway

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10:40

Audience Q&A

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10:50

SPECIFICATION 2: BEST PRACTICE IN SPECIFICATION WRITING
Best Practice in Writing a High Level Train Technical Specification to Reduce Design Changes, Project Cost and Delays in getting your Train into Service

CASE STUDY

- What are the key considerations in designing your new fleet? )Is it a metro service or mainline service, what is the layout, seating, is it preferred spec or a requirement spec…)
- Standardisation versus tailor made: is it better to procure what is on the market or to create bespoke products with the added complexity of engineering?
- How to write a functional output requirement specification, state your problem, don’t define the solution
- Validating the feasibility and maturity of suppliers to meet the requirements to reduce the risk of late design changes and spiralling project costs
- The art of avoiding costly legal challenges and managing the bid process for your new Rolling Stock
- Understanding what is available in the marketplace before writing a technical specification
- Working with specialist 3rd party consulting organisations to ensure you have the right expertise to write the requirements and technical specification

Ben Parry, Fleet Performance Manager, Greater Anglia
Marcus Jakobsson, Senior Adviser-Rolling Stock Procurement, WSP Advisory

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11:50

Audience Q&A

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12:00

Networking Lunch Break

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13:00

Moving from Tender Phase to Post-Contract-Signing; When the Honeymoon Phase is Over

CASE STUDY

- Capabilities/competencies needed at the operator side to ensure a successful delivery of the project, including
- The risk of changing team (on both sides)
- The split between internal and external resources (and moving from 20/80 to 80/20)
- Lessons learned & cooperation with other operators
- How could we benefit from lessons learned from other operators e.g. operators from the same “product platform family”?
- Are there specific areas where we could benefit from cooperating even closer?
- How to build up a partnership with the supplier including how to work with cultural differences
- How to work with the contract; how to avoid the contract just becoming the lawyers handbook

Nanna Eram Jensen, VP Strategy & Rolling Stock, Head of STARS, DSB

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13:20

Audience Q&A

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13:30

SPECIFICATION 3: SPECIFYING PASSIVE PROVISION FOR ETCS
The Challenges of ETCS Baselines and their Impact on Rolling Stock / Specification of the Unknown


- Brief background to terminology and the current baselines in use in the UK
- Background to ESC and RSC checks including testing of the systems prior to acceptance to reduce associated disruption and extensive cost for operators post acceptance
- An example from Thameslink and the Northern City Line with class 717s, learn how the process has been simplified by keeping onboard and tack side specifications similar from during procurement
- An overview of the challenges the East Coast Digital Programme is facing in terms of upgrading to baseline 3.6.0. (this will touch on approvals, engineering, timescale and cost challenges of upgrading and retrofitting rolling stock).
- Current status of ETCS Rollout in Germany and the specific requirements for the vehicles
- Dealing with software upgrades during the whole Life Cycle of a vehicle (Software service)
- An opinion on the strategy going forward in Germany

Matthew Teller, Project Integration Manager, Govia Thameslink Railway (GTR) Limited
Thomas Bayrhof, Head Of Rail Vehicle Technology And Operational Requirements, Deutsche Bahn

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14:00

Audience Q&A

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14:10

New Vehicle Introduction From an IM’s Perspective

- A basic explanation of the overall technical process
- Route level assessment of technical compatibility
- The interfaces
- Safe integration

Andrew Mckenzie-Orr, Vehicle Compatibility Manager, Network Rail

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14:30

Audience Q&A

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14:40

PM Networking Break

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15:10

Managing a Requirement from ‘Cradle to Grave’: From a Concept Design, to Validating Requirements and Proving the Work is Done

PANEL DISCUSSION

- Implementing S.M.A.R.T. objectives in requirement writing to make it easier to validate and prove requirements in Rolling Stock Procurement contracts have been met
- Making each commercial contractual clause a technical requirement to increase clarity for the manufacturer and their ability to meet the requirement
- What new requirement management tools are operators and suppliers using to manage the audit rail and validation processes across multiple stake holders?
- Improving predictability of delivery in terms of time and quality of overall product
- Managing the stake holder interface, including unions, to get the train delivered on time, and human evaluations to validate driver cab design and driver comfort

Ben Parry, Fleet Performance Manager, Greater Anglia
Markus Geist, Head of Department, Fleet Projects, SBB Infrastructure
Thomas Bayrhof, Head Of Rail Vehicle Technology And Operational Requirements, Deutsche Bahn

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15:50

Audience Q&A

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16:00

Remembering the Good and Bad Time of New Train Procurement

This session will cover two complementary initiatives. EuroSpec a collaboration between European train operators to produce common specifications for train components, equipment and systems and Key Train Requirements, a GB railway industry document which captures good and bad experiences of new train procurement

David Pohill, ex RDG Senior Rolling Stock Engineer – Interfaces and GB Representative, EuroSpec

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16:20

The Art of the Possible: What are the Viable Innovations and Technologies Being Introduced By Operators To Reduce The Reliance On Diesel and Help the Rail Industry go Carbon Neutral for Non-Electrified Routes?

PANEL DISCUSSION

- Innovations for Train Traction Systems: what realisable and cost-effective technologies are being considered as part of rail’s carbon neutral strategy?
- How are manufacturers developing innovative carbon neutral propulsion technologies for countries with harsh terrain and weather?
- How are Operators, Manufacturers, ROSCOS’s working together to introduce carbon free rolling stock using a mix of technologies including hydrogen and batteries?
- Examine how the industry is working with the local community to drive investment in the infrastructure to support the overhaul of fuelling facilities to support hydrogen trains
- What are latest developments in ultra-capacity batteries that will last longer for long distance train operations?
- How are suppliers working to make hydrogen technology smaller, lighter, and more attractive as a longer-term option for rail operators?

Markus Geist, Senior Project Manager Fleet Procurement, SBB Infrastructure

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16:30

Audience Q&A

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16:40

ROUNDTABLE 1: Optimising Supplier Relationship Management, Working In Partnership To Decrease Risk, Enhance Collaboration And Innovation To Deliver A Reliable Fleet Of Trains On-time And Within Budget

- Building your suppliers trust, communicating honestly and sharing organisational processes
- Using data analysis to identify weakness and risk in your supply chain to improve management of suppliers
- Delivering a smooth introduction of a high-quality train fleet: what are the challenges on the operators versus the suppliers
- Working as project partners to deliver a complex multi-million pound project within the scope of the agreement
- Implementing SRM technologies to improve visibility of your supplier base, simplify supply chain process and mitigate risk
- How can operators become more professional in specification writing and requirement management?

Roundtable Moderator: Nanna Eram Jensen, VP Strategy & Rolling Stock, Head of STARS, DSB

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16:41

ROUNDTABLE 2: Best Practice in Working with Suppliers to Introduce New Designs and Innovation to Rolling Stock Interiors for Added Customer Value

- Understanding your corporate values and customer requirements, creating a design book giving clear guidelines of design requirements in building your fleets
- Vetting the feasibility of the supplier to meet design changes based on the present modularity the supplier can provide to have greater confidence the supplier can deliver the final design
- Examine the key modules operators are using in the passenger environment to increase capacity, special seating modules, standing arrangement to use space more effectively
- With passengers’ tolerance for overcrowding greatly reduced, how are operators considering adapting the space on-board trains to avoid overcrowding?

Roundtable Moderator: Axel Kiese, Project Manager Innovative Train Interior Concepts, SBB CFF FFS

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16:42

ROUNDTABLE 3: How can Suppliers Optimise the Relationship with the Infrastructure Owner to Improve the Compatibility of their Product within the Network?

- Can infrastructure owners make the process for suppliers to determine if their product is compatible with the network simpler and more straightforward?
- What more can be done to upgrade the standards of the oldest parts of the networks to improve compliance and reduce the risk for suppliers?
- The value of early engagement with the infrastructure owner to understand the quality of the data they have on the network
- Testing your train’s kinetic envelope for route clearance against the up-to-date data to the determine any early obstacles to the compatibility for your new train fleets in service
- Key considerations in determining compatibility with the network, capacity, power monitoring, route, dwell time, doors, timetable and level boarding

Roundtable Moderator: Andrew Mckenzie-Orr, Vehicle Compatibility Manager, Network Rail

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16:43

ROUNDTABLE 4: Establishing an Open Relationship with Your Manufacturer to Streamline Testing and Acceptance

- How are global rain operators balancing the need to get the trains into service with any issue that might be revealed during testing?
- Improving transparency between manufacturers and suppliers to allow time for proper mitigation planning in the event any issues arise during test
- Best practice in effectively training train crew, train testing and handover to the new train operations teams
- Understanding your needs as an operator and how things should work, guiding the manufacturer to provide detailed test plans and training material at the right project phase and in the right format

Roundtable Moderator: Matthew Teller, Project Integration Manager, Govia Thameslink Railway (GTR) Limited

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16:55

Roundtable Results - Discussion

Open Discussion with the Audience on the results of the collaboration roundtables, giving the audience the opportunity to share their views and be part of the conversation.

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17:10

Chairman Closing Remarks

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17:15

Event Closing Networking and Drinks

Who attends our Rolling Stock Procurement events:

Southeastern
Trenitalia
SJ
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DSB
Wes Midlands Railway
SBB
Nederlandse Spoorwegen
Network Rail
LNER
Greater Anglia
east west
Govia Thameslink Railway
Wes Midlands Railway