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Paris 11June 2010

EFRTC Policy & Research Committee Activity Report. Prof. Lothar Fendrich Committee Vice-Chairman. Paris 11June 2010. Current state of art. 2 nd meeting held in Paris on 26 March 2010 with participation of Committee members from France, Germany, Italy, the Netherlands and UK

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Paris 11June 2010

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  1. EFRTC Policy & Research Committee Activity Report Prof. Lothar Fendrich Committee Vice-Chairman Paris 11June 2010

  2. Current state of art • 2nd meeting held in Paris on 26 March 2010 with participation of Committee members from France, Germany, Italy, the Netherlands and UK • All observers present - EIM represented by Secretary General, CER by Deputy CEO, UNIFE by Senior Infrastructure Manager • Work is mainly carried out in joint EIM/CER/EFRTC Working Groups • WS A Market Strategy – progress report at this meeting • WS E Contracting strategy – remit is a part of this presentation • WS B Long term funding and planning – remit completed by EIM, activities will start in 09/10 • and SG in relation to other EC activities EFRTC GM, Paris 11.06.2010

  3. Items discussed at the meeting • Progress of the work of the joint EIM/EFRTC/CER Market strategy group • Preparation of work on WS B – Long term funding and WS E – Contracting strategy • ERRAC Roadmaps project • Auto-Main part-EC funded project proposal • EFRTC Fact Sheets • EIM and CER information on the latest policy and strategy issues • Review of the Policy and Research Committee remits • Exchange of information on current topical issues EFRTC GM, Paris 11.06.2010

  4. Joint EIM/CER/EFRTC Market Strategy WG (1) • Remit WS A, EIM/Network Rail • To propose methodology/criteria for IM’s to assess the benefits/disbenefits of contracting in or contracting out • Start February 09, very intensive work in the first stage - three meetings held between February and June 2009 • In the first stage, 1st questionnaire was drafted, circulated to IM and responses evaluated • Meeting finalizing first stage was very good • strong EFRTC representation • Reasonable IM representation • Very proactive Network Rail participation • Reasonably clear set of actions, objectives and programme EFRTC GM, Paris 11.06.2010

  5. Joint EIM/CER/EFRTC Market Strategy WG (2) • 2nd half 2009 major constraints in resources, work stagnation • After a critical period in Autumn 2009 (as reported at GM in Berlin) a significant progress was made at the last meeting in London on 15 April 2010 • Results of the 2nd questionnaire discussed in detail and agreement reached on their presentation • First draft report entitled “Guidelines for –out, in-sourcing of track maintenance and renewal” reviewed • Actions agreed to complete final draft report by end June 2010 EFRTC GM, Paris 11.06.2010

  6. 1st questionnaire to IM • Part A - What criteria/performance measures IM use for decision-making on in- and out-sourcing • Technical, financial/cost, market, stakeholders, innovation, risk, legal and others • Part B – What criteria IM use for assessing performance of contractors and in-house teams • Engineering compliance, costs versus volume, health, safety and environment, timeliness to deliver and others as • What infra characteristics increase complexity of network and have major impact on performance • Charging for possession time, bonus-malus system, impact on time/capacity of network • Measures to include for pan-European IM performance benchmarking EFRTC GM, Paris 11.06.2010

  7. 2nd questionnaire to IM and contractors (1) • Part 1 – decision-making criteria • Responses of IM and contractors to the list of issues to mark the priorities and relevance to decision-making • Part 2 – contractors and IM position to set of questions • aimed at identifying the position of both IM and contractors on principles adding value to the process of interaction and principles damaging behaviour between IM and contractors • Responses from • 10 contractors from 7 countries • (France – TSO, Germany – Leonhard Weiss, Heitkamp, BBT-Schreck-Mieves, Italy – ANIAF, The Netherlands – BAM Rail, Volker Rail, Portugal – SOMAFEL, Spain – COMSA-EMTE, UK – Balfour Beatty Rail) • 16 infrastructure managers • Excellent coverage for evaluation to be representative EFRTC GM, Paris 11.06.2010

  8. 2nd questionnaire to IM and contractors (2) • Results well presented marking clearly agreed positions and discrepancies in the opinion between IM and contractors • There is a surprising agreement in position of IM and contractors - from about 40 questions the bigger diversity in opinion was found only on following 4 items • Development of industry wide training schemes that contractors are able to be get involved in if they wish • Openness on the work scheduled to be done over the medium term • Long term partnership between client and contractors • Switching between in-sourcing and outsourcing • Reasons for diversification were discussed and they will be presented in the report EFRTC GM, Paris 11.06.2010

  9. Final report • Foreword by the Presidents of EIM, EFRTC and CER • Background • I - INNOTRACK report • II - Initiative from EIM, EFRTC and CER to establish joint working groups • III - Remit of the Market Strategy group • IV - Group composition and working method • V – Understanding the European landscape • Part 1 - Decision making criteria used by Infrastructure Managers • I - Identifying types/categories of relevant criteria (questionnaire 1) • II - Measuring performance of maintenance and renewal works • III - Refining and weighing range of criteria identified • Part 2 - Understanding the importance of behaviour • I – Methodology • II - List of value-adding vs. value-destroying behaviours • III - Response from IMs and contractors and analysis • IV - Summary/conclusion • Part 3 – Catalogue of best practice examples • I – Introduction • II - Individual case studies • General conclusions and recommendations • Annexes

  10. Case studies • PRORAIL on process of outsourcing track maintenance in the Netherlands • RFF – examples from performance contract which may affect outsourcing in France • Network Rail system of performance assessment of contractors offers and works • Finland on collaborative process of product life cycle and performance assessment by outsourcing • Switzerland (contractor contribution) – positive experience from collaborative way of working in all supply chain with client (from long term planning to performing the work) • Other contractors are free to enhance the report by their contribution/experience working with clients • Case studies linked to the findings of questionnaire EFRTC GM, Paris 11.06.2010

  11. WS B – Long term funding and planning • Remit and Chairmanship – EIM • To deliver proposals on how to empirically measure the benefits of Long Term Funding and Strategic Planning in the railway industry in respect of track M & R • The ability to measure the benefits will enable more effective lobbying for long term funding • Most of the work to be done by IM but contractors will be asked for examples supporting multi-annual contracts in terms of costs charging through length of contracts • More in the letter of Committee Chairman to Board and Delegates • Work will start in September 2010 and will last about 8 months with 3 to max 4 meetings • EFRTC members are requested to make appointments EFRTC GM, Paris 11.06.2010

  12. WS E – Contracting Strategy (1) • Remit and Chairmanship – EFRTC • Purpose: • To develop and propose strategic guideline for railway track work contractors which • Reflect the specific conditions for railway track work services, e.g. heavy and expensive track machinery designed for special scope of works, well skilled operators; • Aim at transparency in competition and at equality of opportunity in tenders; • Bring about a shift from outdated culture of mistrust to one of confidence and partnership; • Could be acceptable for small, medium-sized and large companies as well • For more details concerning scope and deliverables see draft circulated for GM EFRTC GM, Paris 11.06.2010

  13. WS E – Contracting Strategy (2) • Work shall be carried out in two phases • In the 1st phase, IM and contractors shall jointly • analyse existing contracting practices • identify the main strategic elements of contracts • to find an agreement on the implementation of the identified elements of the best practices as resulted from INNOTRACK • In the 2nd phase, based on agreed positions of IM and contractors, deliverables shall be drafted jointly with IM aimed at producing • Guideline for Contracting and/or • Concept of a Code of Practise and if possible also • Models for Partnership contracts, Compliance regulations and Conflict resolutions; • Work shall be completed in 12 months. EFRTC GM, Paris 11.06.2010

  14. EC Research relevant to EFRTC • EFRTC is partner in ERRAC – European Rail Research Advisory Council • SG is member of Steering Committee and Working Group on Infrastructure • Low workload, costs covered by EC, participation focused at maximizing benefit for EFRTC • Auto-Main project proposal for EC funding • Similar initiative as INNOTRACK project but with far low EC funding and limited scope to track maintenance only • EFRTC involvement is limited to commenting on findings (control that nothing adverse to contractors will result from project), dissemination and organisation of joint workshops with IM • No funding from EFRTC members required, cost of SG covered by EC funding, low workload not affecting his duties EFRTC GM, Paris 11.06.2010

  15. EIM and CER information/presentations • EIM reported on • Increasing role of regulators to set up performance regimes for infrastructure managers • Role of ERA in safety regulations and in acting as future auditor of safety authorities for the railway sector • Qualification of staff and certification of training schemes, extension beyond current practice applicable for drivers and driving licence • Cross acceptance – common standards/requirementsfor works • CER reported on • financing of infrastructure in general • multi-annual contracts • stable financial architecture as a precondition for sustainable railways EFRTC GM, Paris 11.06.2010

  16. Other issues Fact sheets – reported by Secretary General Review of the Policy and Research Committee remit and Exchange of information on current topical issues and all other issues – see minutes of P & R Committee All supporting documents are on CD ROM including the minutes of the P & R Committee All appendices to the minutes, presentations and all other documents at EFRTC Member Area website EFRTC GM, Paris 11.06.2010

  17. Thank you for your attention!!!

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