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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

EFRTC Policy & Research Committee Activity Report

Prof. Lothar Fendrich

Committee Vice-Chairman


11June 2010

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

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

Paris 11june 2010

Thank you

for your attention!!!