PROSE Togprat 2018 – Modernisering Vs. Nyanskaffelse Oslo, 13

PROSE Togprat 2018 – Modernisering vs. Nyanskaffelse Oslo, 13. mars 2018 Velkommen! Introduksjon

• PROSE AS, Norge • General Manager Norway • Bachelor’s Degree Mechanical Engineering • 12 års erfaring på rullende materiell, 7 år på jernbane/infrastruktur • 10 år i ulike lederstillinger Erling Haugnes

+47 93 269 597 [email protected]

page 2 PROSE Togprat 2018 - Erling Haugnes Program

09:00 Deltakerne ankommer 09:15 PROSE ønsker velkommen (SE) 09:30 Presentasjon av PROSE (NO/EN) 10:00 Fremtidens tog med moderne teknologi (NO) 10:30 Kaffe & networking VisualCSV – demonstrasjon av applikasjonen 11:15 Modernisering vs. Nyanskaffelser Fundamental considerations (EN) Nya X2000 – Sveriges snabbaste snabbtåg blir ännu bättre (SE) Modernisering av X2000-flåten til SJ (SE) New procurement – the PROSE approach (EN) 12:30 Enkel lunsj & networking 13:00 Seminaret avsluttes

PROSE Togprat 2018 Introduksjon

• PROSE • Director Projects & Consulting • MBA in IT and Entrepreneurship, BSc Software Engineering • Coordinating multi-national teams for international Sales, Consulting and delivery efforts in all PROSE markets. • 20+ years experience from Management and Business development in several Anders Gymnander industries. • Project owner for PROSE in the X2 modernisation project. +46 72 332 03 01 [email protected]

Side 4 PROSE Togprat 2018 - Anders Gymnander Velkommen til PROSE Togprat 2018 Anders Gymnander, Director Projects & Consulting, PROSE

Side 5 PROSE Togprat 2018 - Anders Gymnander Our core business

PROSE is a mobility solution provider: our main focus is rolling stock engineering. We develop innovative, total solutions to complex challenges. We assist our customers from small-scale to large- scale projects. Regardless of size and complexity - we bring the same experience, skill and enthusiasm to your project. We are where you need us – now also here in Oslo!

10 offices years of 30+ experience employees 270+ worldwide projects in 3000+ 50 countries

our offices our sales representatives the 50 countries in which we are active

Side 7 PROSE Togprat 2018 - Anders Gymnander Presentasjon av PROSE – Hvordan vi bidrar til konstruksjon av fremtidens mobilitetsløsninger Erling Haugnes, General Manger Norway, PROSE Jochen Helmlinger, Director Engineering, PROSE

page 8 PROSE Togprat 2018 - Erling Haugnes & Jochen Helmlinger page 9 Introducing PROSE go back to toc PROSE i Norge PROSE AS PROSE Group

Mer enn 250 ingeniører med kompetanse innen skinnegående materiell

page 10 PROSE Togprat 2018 - Erling Haugnes Why we are different

No wonder the most important companies in the rail industry have chosen PROSE as their trusted partner.

page 11 PROSE Togprat 2018 - Erling Haugnes We are active along the whole Vehicle Life Cycle

page 12 PROSE Togprat 2018 - Erling Haugnes We serve four key customer groups

MANUFACTURERS OPERATORS AUTHORITIES MAINTAINERS

page 13 PROSE Togprat 2018 - Erling Haugnes Introduksjon

• PROSE AG, Switzerland • Director Engineering, Deputy Group CEO • Executive Master of Business Administration, Diploma in mechanical engineering • Started his career as Commissioning Engineer in 2000 with the NSB Class 72 trains, lived in NO for 3+ years • PM for several bogie development, vehicle refurbishment, as well Jochen Helmlinger as procurement projects • Coordinated multi-national, multi-site teams for international +41 79 571 31 16 projects [email protected]

page 14 PROSE Togprat 2018 - Jochen Helmlinger Our experience in Norway

page 15 PROSE Togprat 2018 - Jochen Helmlinger Our experience in Norway

page 16 PROSE Togprat 2018 - Jochen Helmlinger Reference projects – Planning

PROSE Togprat 2018 - Jochen Helmlinger Planning

Feasibility study Driverless operation Waldenburgerbahn Customer: BLT Baselland Transport AG, Switzerland

• Customer benefit ✓ PROSE delivered an independent and neutral assessment of possible technical solutions, operational impacts and safety aspects of a driverless operation model • Project tasks – Performance of a feasibility study including market survey on existing systems and automotive technology, infrastructure survey, analysis of safety dimensions, regulations and technologies – Elaboration of a guiding roadmap with the Federal Office of Transport elucidating how automatic train operation (ATO) could be implemented for the new Waldenburgerbahn – Requirements management for driverless operation, rolling stock procurement and infrastructure modifications

page 18 PROSE Togprat 2018 - Jochen Helmlinger Reference projects – Procurement

page 19 PROSE Togprat 2018 - Jochen Helmlinger Procurement

Procurement of vehicles Basler Verkehrs-Betriebe, Switzerland; Furrer+Frey, Switzerland; Israel Railways, Israel; zb Zentralbahn AG, Switzerland; Transports publics de la région lausannoise, Switzerland etc.;

• Customer benefit ✓ The customer can rely on PROSE’s cutting edge technology, valid standards and legal situation.

✓ Impartial evaluation of the delivered bids. Transports publics de la région lausannoise & Basel public transport (BVB) • Project tasks – Analysis of customer requirements for the new vehicle – Preparation of the technical documentation for the

tender call zb Zentralbahn & Israel Railways – Implementation of a transparent evaluation procedure – Technical evaluation of the submitted bids – Technical consulting throughout the procurement process

SMH & Metro de Maracaibo

page 20 PROSE Togprat 2018 - Jochen Helmlinger Reference projects – Development

PROSE Togprat 2018 - Jochen Helmlinger Development

Bogie engineering in Finland Customer: Transtech Oy, Finnland Operator: Helsinki City Transport, Public Utility (HKL), Finnland

• Customer benefit ✓ PROSE’s 8-month development time reduced time-to market to a minimum. ✓ PROSE’s compact and robust powered bogie perfectly suits both Helsinki’s weather and the tram’s low-floor concept. • Project tasks – Design and development of the bogie – Running gear design – Structural analysis – Simulation and analysis of running behavior – Infrastructure test of structural stability and durability, and of load distribution – Detailed design for manufacturing

page 22 PROSE Togprat 2018 - Jochen Helmlinger Development

Development of a rubber-tyred suspended monorail Customer: CRRC Qingdao Sifang Co., Ltd., China

• Customer benefit ✓ Development of a running gear construction that is easy to manufacture and that fulfils the partially contradictory requirements such as safety versus vehicle weight. ✓ CRRC Qingdao Sifang succeeded in selling the vehicle concept to their customer. • Project tasks – Specification assessment – Vehicle design – Mechanical design of running gear – Simulation and analysis of running behavior – Training of CRRC Qingdao Sifang experts

page 23 PROSE Togprat 2018 - Jochen Helmlinger Development

Installation of magnetic track brake Customer: Mantena AS, Norway End customer: Norwegian State Railway (NSB), Norway

• Customer benefit ✓ One service package: PROSE supported the customer from the feasibility study, through the design, to the assistance of the tests in Norway. • Project tasks – Feasibility study for the installation of an electromagnetic track brake at the electric locomotive on NSB EL 18 & NSB B7 passager coaches – Final design of guiding supports and FE calculation of supports on bogie frame – Routing of additional piping and cabling – Assistance for type tests in Norway

page 24 PROSE Togprat 2018 - Jochen Helmlinger Development

Development of a powered bogie for a diesel-electric locomotive Customer: Schalker Eisenhütte, Germany Operator: Rhaetian Railways (RhB), Switzerland

• Customer benefit ✓ PROSE delivered a solution that is optimized for the high-power traction and for the heavy service weight. ✓ PROSE was able to optimally meet RhB’s needs due to knowledge of the operating conditions, the topography and to our geographical proximity. • Project tasks – Bogie conceptual design and development – Structural analysis – Thermal calculations for braking energy – Simulation and analysis of running behavior – Detailed manufacturing – Design

page 25 PROSE Togprat 2018 - Jochen Helmlinger Reference projects – Manufacture

PROSE Togprat 2018 - Jochen Helmlinger Manufacture

Car body development Customer: Kiepe Electric GmbH, Germany End customer: Public transport company of Wuppertal, Germany

• Customer benefit ✓ Because of PROSE’s support, the former components supplier VKD was able to enrich its product portfolio and deliver complete vehicles to the customer. ✓ PROSE’s successful management of the complex development task and the intensive weight monitoring of the vehicle modules contributed decisively to the success. • Project tasks – Development of the mechanical vehicle modules, i.e. car body and bogie – Project management – Definition and supervision of component tests – Homologation support

page 27 PROSE Togprat 2018 - Jochen Helmlinger Reference projects – Homologation

PROSE Togprat 2018 - Jochen Helmlinger Homologation

Full-scale running dynamic behaviour type test on the Class 72 EMU Customer: Bombardier Transportation, Norway

• Customer benefit ✓ Our customer was able to save time and costs, since PROSE was responsible for everything from the specification through to the actual negotiations with authorities and the preparation of the measuring wheelsets to the organization of the tests and the testing. • Project tasks – Organization of the type test activities together with the customer’s consortium partner – Technical preparation of the tests: running dynamic behavior, load spectrum, comfort, axle tension – Evaluation of the measurements and the results – Preparation of a final report – Explanation of the results to the end customer

page 29 PROSE Togprat 2018 - Jochen Helmlinger Homologation

Brake-system tests on a maintenance vehicle Customer: Windhoff, Germany Final Customer: NORWEGIAN infrastructure manager Jernbaneverket, Norway

• Customer benefit ✓ One service package: both the measurements and the resulting report for the homologation. ✓ We deliver all necessary services to perform the tests in Switzerland, where tests can provided easily, flexibly and on time. • Project tasks – Complete homologation tests for the braking system in line with TSI LOC & PAS • Static tests • Braking distance measurements up to 120 km/h • Wheel Slide Protection (WSP) tests – Complete tests with all railway services on the Swiss railway network

page 30 PROSE Togprat 2018 - Jochen Helmlinger Homologation

Homologation pantograph in the 57-km Gotthard Base Tunnel Customer: Swiss Federal Railway (SBB), Switzerland

• Customer benefit ✓ Because of PROSE’s work, our customer was able to get the permission to run railway its vehicles up to 200 km/h through the world’s longest tunnel. • Project tasks – 3 different measurement campaigns to assess the running in the 57 km long Gotthard Base Tunnel • Re 460, SBB locomotive • ICN, SBB Tilting train set • ETR 610, SBB and Trenitalia international high speed train

page 31 PROSE Togprat 2018 - Jochen Helmlinger Reference projects – Operation

PROSE Togprat 2018 - Jochen Helmlinger Operation & Maintenance

Snow-clearing device for Metro Oslo Customer: Oslo Vognselskap AS, Norway Operator: Sporveien Oslo AS, Norway

• Customer benefit ✓ The customer was very satisfied with the test operation with the prototypes. ✓ The snow-clearing effect of the device developed by PROSE fulfilled the expectations of the customer. • Project tasks – Feasibility study of the development of a snow clearing device – Preparation of two variants (CAD) – Manufacture and supply of prototypes

page 33 PROSE Togprat 2018 - Jochen Helmlinger Operation & Maintenance

Maintenance cost analysis for PÅGATÅG Customer: Go-Ahead Nordic, Sweden

• Customer benefit ✓ Flexible model to calculate maintenance costs for several operational scenarios. ✓ Customer can benchmark in-house vs. extern maintenance options. • Project tasks – Development of a maintenance concept, a cost model and a strategy for the Pågatåg, regional traffic with 6 lines in Skåne County in Sweden with 69+30 Alstom Coradia/X61 – Address investment in maintenance plant, equipment, spare parts, staff training and tools for taking over train operation

page 34 PROSE Togprat 2018 - Jochen Helmlinger Reference projects – Modernisation/End of life

PROSE Togprat 2018 - Jochen Helmlinger Modernisation / End of life

Modernisation of SBB’s IC2000 fleet Customer: Swiss Federal Railways (SBB), Passenger Division (P-OP), Switzerland

• Customer benefit ✓ Given our past experiences with SBB modernisations, PROSE is familiar with SBB’s working method. ✓ Thanks to PROSE’s accredited testing laboratory, we can perfom tests and measurements during the development, as well as for the homologation of the modernised vehicles. • Project tasks – Overall project management – Modernisation with focus on mechanical engineering of SBB’s IC2000 fleet consisting of 341 vehicles

page 36 PROSE Togprat 2018 - Jochen Helmlinger Modernisation / End of life

Refurbishment of OBW10 track vehicles Customer: BS Verkstäder, Sweden End customer: Banedanmark Teknik, Denmark

• Customer benefit ✓ PROSE closely cooperated with both our customer and the end customer Banedanmark Teknik. ✓ BS Verkstäder was able to focus on its core business, the refurbishment of the track vehicles. • Project tasks – Overall project management – Homologation management – Preparation and compilation of documentation – Training of drivers and maintenance personal

page 37 PROSE Togprat 2018 - Jochen Helmlinger Introduksjon

• Alstom Transport, Norge • Daglig leder • MSc, Chemical Engineering • Internasjonal erfaring i Alstom gjennom 20 år • Forskjellige lederroller innenfor engineering, salg og forretningsutvikling og prosjektledelse Carl Åge Bjørgan • Har ledet Alstom Transport i Norge de siste 5 årene

+47 928 48 140 [email protected]

page 38 PROSE Togprat 2018 - Carl Åge Bjørgan Fremtidens tog med moderne teknologi (NO) Carl Åge Bjørgan, Managing Director, Alstom Norway

Side 39 PROSE Togprat 2018 - Carl Åge Bjørgan Program

PROSE Togprat 2018 Program

PROSE Togprat 2018 Speaker’s introduction

• PROSE AG, Switzerland • Senior Project Manager • Bachelor of Science in Systems Engineering • Experienced project engineer with rolling stock manufacturer background • Project Manager Engineering IC2000 Modernisation • Solid experience in rolling stock advisory related to modernisation Lukas Müller and maintenance

+41 79 571 31 18 [email protected]

page 42 PROSE Togprat 2018 - Lukas Müller Modernisering vs. Nyanskaffelser Fundamental considerations (EN) Lukas Müller, Senior PM, PROSE

page 43 PROSE Togprat 2018 - Lukas Müller Fleet strategy – Baseline

Strategic Shorter Long-term New challenge Overall focus technological planning challenges Operator cycles

Coordination The between rolling Oligopolistic Shorter Pressure of requirements stock and the supplier market technological increasing costs for passenger market with severe risk cycles lead to comfort and demand, of delayed contradict optimisation of infrastructure infrastructure delivery of the rolling stock life single positions maintenance and rolling stock time have increased maintenance

page 44 PROSE Togprat 2018 - Lukas Müller Fleet strategy - Approach

Overview of Traffic contract - Gap and risk Support of existing fleet needed fleet analysis realisation

• Overview of existing • Roadmap on the need fleet (size, condition, • Traffic scenarios (Procurement, • Follow-up projects expected life) • Demand trend modernisation of • Procurement of new • Overview of known • Definition of products vehicles) vehicles modernisation and • Customers’ • Investment planning • Modernisation of Study contents procurement projects requirements • Risks and indicators vehicles Customer benefit • Clear differentiation of products • Increased planning capability • Strategic development possible

page 45 PROSE Togprat 2018 - Lukas Müller Internal and external incentives

• LCC optimisation • Customers’ increased • Maintaining the value of the requirements for mobility vehicles and comfort • Financial planning - OPEX vs • Infrastructure maintenance CAPEX • New service concepts

• New or extended operating areas, new market demands, • Legal regulations new markets • Homogenisation of the fleet

• Obsolescence • Benefit from new • Adapted environmental technologies regulations • Increased availability and • New general conditions reliability of the rolling stock

page 46 PROSE Togprat 2018 - Lukas Müller Chances and risks

Chances Risks Long time needed for Modernisation Cost efficiency Modernisation investment planning

Independence, Relatively few vehicle internal resources manufacturers

Duration of the project Entry into service

Dependence on the vehicle Image, media attention manufacturer

Homogeneous fleet Customer acceptance

Application of Differences between state-of-the-art technology existing vehicles

Creative possibilities Technical compromises

Optimal harmonisation Unpleasant findings with traffic contract Procurement in/on the vehicles Procurement

page 47 PROSE Togprat 2018 - Lukas Müller Approach for study / preliminary project

Study phase Feasibility phase Approach phase Decision phase

• Possible objectives • Analysis of the state • Analysis of the need, • Innovation workshop requirements • Concepts management • Technical feasibility • Next steps specified • Analysis based on • Cost analysis • Project manual • Decision memo / Study contents standards • Risk analysis • Schedule business case Customer benefit • Starting point and • Solutions proposed • General conditions • Contents, costs, objectives defined • Broad perspective defined chances, risks, • Need as well as • Cost estimate • Methods defined approach known internal and external • Identification of risks • Roadmap prepared • Variants and incentives identified alternatives considered

page 48 PROSE Togprat 2018 - Lukas Müller Summary

The following factors are decisive for a lasting decision on modernisation or procurement: • suitable methods applied • broad thematic range • cost-benefit consideration • neutral, fact-oriented evaluation • decision on basis of the business case

Example: Procurement of a new MTW 100 Example: Modernisation of X2000

page 49 PROSE Togprat 2018 - Lukas Müller Introduksjon

• SJ AB, Sverige • Head of X 2000 concepts & products • M.Sc./Civ. Ing, Industrial Engineering, Logistics, Operations management • Management Consulting • Linje- & programstyring • Produktledelse Jakob Åhgren • Produktutvikling og tjenestedesign Thörnblad • Operational excellence • Har et dypt engasjement i SJs nye tog, tog-konsepter og design av toginteriør +46 70-00 36 415 [email protected]

Side 50 PROSE Togprat 2018 - Jakob Åhgren Modernisering vs. Nyanskaffelser Nya X2000 – Sveriges snabbaste tåg blir ännu bättre (SE) Jakob Åhgren Thörnblad, produkt- og konseptansvarlig, SJ hurtigtog

Side 51 PROSE Togprat 2018 - Jakob Åhgren Introduksjon

• PROSE AB, Sverige • Manager Engineering Västerås • Master of Science – MS. Engineering Physics • PMP® sertifisert prosjektleder • Erfaring med design og testing av fremdriftssystem for tog, med innslag av fornybar energi-teknologi fra offshore vindkraft og energilagring. Marie Åhman • Teknisk PL for PROSEs scope av OTU moderniserings prosjekt i fjor

+46 76 628 54 57 [email protected]

Side 52 PROSE Togprat 2018 - Marie Åhman Modernisering vs. Nyanskaffelser Modernisering av X2000-flåten til SJ (SE) Marie Åhman, Manager Engineering Västerås, PROSE

Side 53 PROSE Togprat 2018 - Marie Åhman Nya X2000

I april 2016 får PROSE uppdraget att som underleverantör till Swedtrac Railservices ansvara för leverans av konstruktion och teknisk dokumentation i X2 Komfortprojekt.

Side 54 PROSE Togprat 2018 - Marie Åhman Nya X2000 – Verifiering & Validering

• Initialt i projektet skapas en Verifierings & Valideringsplan för att säkerställa att projektet når sina mål. • En Verifierings- & Valideringsmatris skapades med följande innehåll: – Kontraktuella kundkrav – TSD, Tekniska Specifikationer för Driftskompatibilitet (EU Förordningar), Ref 05/06/07/08 – Harmonised järnvägsspecifik europeisk standard (SS-EN), Ref 09/10/11/12 – Järnvägsspecifik internationell standard (IEC, ISO, etc.) – Järnvägsspecifik industristandard (UIC, ERRI, etc) – Svensk standard (SS, SS-IEC, SS-ISO) – Andra harmoniserade standarder (EN) – Andra internationella standarder (IEC, ISO, etc.) – Andra nationella standarder (DIN, BS, VDE, etc.) • Verifierings- och Valideringsmatrisen innehåller 700 krav som följs upp från konceptuell konstruktionsfas till slutlig validering av verifieringståg.

Side 55 PROSE Togprat 2018 - Marie Åhman Nya X2000 – WBS

En Work Breakdown Structure skapades för samtliga aktiviteter i konstruktionsprocessen med ansvarsfördelming

per konstruktör:

Mohammed

Ej utdelade

UB2Konv

Mattias

Kristian

URB2A

Tobbe

Viktor

Pierre

Oskar

URB2

UB2X

Frans Peter

Luca

UA2

UB2

Karl Elif WBS- Ivo X2 Kundkrav (P&Å- numm Nivå Beskrivning matris) er

T-1 1 Layout 1 1 1 1 1 1 1 - x C3.UA2-101 C3.UB2-101 C3.UB2Konv-101 C3.UB2X-101 C3.UB2X-112 C3.UB2X-113 Stol- och T-1.1 1 1 1 1 1 1 1 1 C3.URB2-154 bordslayout C3.URB2A-154 C3.URB2-101 C3.URB2A-102 ÄB-0015 ÄB-0050 ÄB-0037 C3.UB2X-112 T-1.2 1 2 Rullstolsplats 1 C3.UB2X-113

Side 56 PROSE Togprat 2018 - Marie Åhman Nya X2000 – WBS

Konstruktionsprocessen delades in i följande arbetspaket: Teknikområde nr. Teknikområde beskrivning Teknikområde nr. Teknikområde beskrivning A-04 Industridesign T-13 PIS-kåpa A-05 Mockup T-14 Repeaterlåda A-06 Brandsäkerhet T-15 Toaletter A-07 Massberäkningar T-16 Pentry T-01 Layout T-17 Bistro T-02 Målning, foliering & märkning T-18 Tjänstekupé T-03 Tak T-19 Internetskåp T-04 Vägg T-20 Mässingsbåge T-05 Golv T-06 Mellanvägg T-21 Lös utrustning T-07 Hatthylla T-22 Nödbromshandtag T-08 Motsittningsbord T-23 Sänkning av fönster T-09 Vestibul T-24 Elektriska installationer T-10 Sophantering T-25 Vatten & sanitet T-11 Bagageställ T-26 Ventilation T-12 Förrum T-27 ETCS-skåp

Side 57 PROSE Togprat 2018 - Marie Åhman Nya X2000 – PROSEs konstruktionsorganisation PROSE Västerås

Teknisk PROSE Sundbyberg Projektledare

PROSE Pisa

Lead Engineer Mockup

T-02 A-04 A-05 A-06 A-07 T-01 T-03 Målning, märkning Industridesign Mock-up Brandsäkerhet Massberäkningar Layout Tak & foliering

T-04 T-05 T-06 T-07 T-08 T-09 T-10 T-11 Vägg Golv Mellanväggar Hatthylla Motsittningsbord Vestibul Sophantering Bagageställ

T-12 T-13 T-14 T-15 T-16 T-17 T-18 T-19 Förrum PIS-kåpa Repeatersystem Toaletter Pentry Bistro Tjänstekupé Internetskåp

T-21 T-22 T-23 T-24 T-25 T-26 T-27 Lös utrustning Nödbromshandtag Sänkning av fönster El & Mjukvara Vatten & Sanitet Ventilation ETCS-skåp

Side 58 PROSE Togprat 2018 - Marie Åhman Nya X2000 – Konstruktionsgranskningar

CDR PDR Utvärdera FDR kravnedbrytning Följa upp åtgärder från Kontrollera Presentera framtagna föregående konstruktionsgranskning kravuppfyllnad för den koncept slutliga konstruktionen Utvärdera kravuppfyllnad Presentera förfinad konstruktion Granska underlag för den för framtagna koncept slutliga konstruktionen Ta beslut kring val av Utvärdera kravuppfyllnad lösningar för konstruktionen Fastställa plan och Utvärdera lösningar i inriktning för utveckling mockup av lösningar i efterkommande fas

Side 59 PROSE Togprat 2018 - Marie Åhman Nya X2000 – Konstruktionsprocess för större teknikområden

För leverans av större teknikområden som bistro, pentry, hatthylla, bagageställ, mellanväggar arbetar PROSE enligt följande: • Baserat på den konceptuella konstruktionen tas specifikationer fram på slutlig produkt som detaljkonstrueras och tillverkas av underleverantör. • Underleverantör levererar ritningar och certifikat på att tillverkad produkt uppfyller ställda krav. • PROSE och SJ deltar vid FAI hos aktuell underleverantör och verifierar att produkten tillverkats i enlighet med ställda krav. • PROSE ansvarar i sin tur för framtagning av konstruktion av produktens integrering i tåget och säkerställer infästningens hållfasthet.

Side 60 PROSE Togprat 2018 - Marie Åhman Nya X2000 – Utmaningar

Ett moderniseringsprojekt har sina unika utmaningar: • Skapa toleransupptagande konstruktionslösningar som kan hantera vagnsindivider. • Uppfylla gällande krav i ett fordon som var tillverkat enligt annat regelverk. • Integrering av ändringar i gamla ritningsunderlag som endast finns i pdf-format.

Side 61 PROSE Togprat 2018 - Marie Åhman Nya X2000 – Utmaningar

De områden som berörs av moderniseringen ska uppfylla Tekniska Specifikationer för Driftskompatibilitet: • TSD LOC & PAS - 1302/2014 – Brandkrav i enlighet med EN 45545 – Lastkrav – Viktkrav • TSD PRM – 1300/2014 – Tillgänglighetskrav

Aktuell NoBo för åtagandet är Lloyds Register i Oslo. Myndighetsgodkännande sker i Sverige med korsacceptansförfarande i Norge och Danmark.

Side 62 PROSE Togprat 2018 - Marie Åhman Nya X2000 – Teknisk dokumentation/Dokumentanalys

• I dokumentanalysen identifierades 130 dokument i den befintliga dokumentationen som påverkas av Komfortuppgraderingen: – Underhållsinstruktioner – Systembeskrivningar – Driftinstruktioner – Reservdelskataloger • Samtliga dokument 130 dokument har levererats till SJ i en preliminär leverans för att säkerställa arbetssätt som inte berörs av konstruktionen: – Referenser – Filnamn – Bilder – Revisionshantering mm.

Side 63 PROSE Togprat 2018 - Marie Åhman Nya X2000 – Teknisk dokumentation/Upprepad dokumentanalys

• När ritningsunderlagen börjar bli klara startar arbetet att färdigställa dokumenten och uppdatera text och bilder. I detta skede upprepas dokumentanalysen då konstruktionsändringar kan innebära ändringar i vilka dokument som påverkas. De 130 dokumentet kan här alltså minska eller öka i antal. • I den slutliga leveransen levereras samtliga dokument med all information uppdaterad. Dokumenten levereras i word-format och bilderna skickas även separat i redigerbara format.

Side 64 PROSE Togprat 2018 - Marie Åhman Speaker’s introduction

• PROSE AG, Switzerland • General Manager, Switzerland – Senior Consultant • BSc Electrical Engineering, EMBA International Management • Experienced senior consultant with rolling stock operator background • Solid experience in rolling stock advisory related to procurement in both public and private tenders, modernisation and maintenance Rolf Mühlemann for EMU, DMU, loco, wagons, LRV, LRT, on-track machines and road-rail vehicles +41 79 754 10 04 [email protected]

page 65 PROSE Togprat 2018 - Rolf Mühlemann Modernisering vs. Nyanskaffelser New procurement – the PROSE approach (experiences from light rail, main-line trains and yellow material) (EN) Rolf Mühlemann, General Manager Switzerland, PROSE

page 66 PROSE Togprat 2018 - Rolf Mühlemann Why are rolling stock procurement projects facing difficulties?

• Integration into an existing operation, infrastructure, organization… – How innovative can it be? High amount of restrictions, no standard • Limited amount of sellers, oligopolistic market – Required market knowledge and sourcing strategy – Public procurement law adds limitations • One-time opportunity to source a very long lifecycle product – How to deal with requirements management, methodology in place, handling of change requests ? • Increasing product complexity – Relevant and up-to-date expertise available, organisation in place? • Domination of OPEX vs CAPEX – How to evaluate products based on TCO, LCC? • High project risks – How to identify, manage and mitigate risks?

page 67 PROSE Togprat 2018 - Rolf Mühlemann Methodology developed by PROSE – Overview Phase Model

Phase Duration Main Drivers Pre-Contract / Preparation Phases: availability and experience of key Study 3 months resources, methodology availability and experience of key resources, methodology, degree of Contract / Procurement Phases: Concept 6-12 months innovation, complexity, supplier market Tender 3-9 months number of bidders, negotiation frame, legal frame Design & degree of innovation, complexity, Prototype 18-24 months supplier’s experience, resources and capacity cooperation with authorities, degree of innovation, availability and Homologation 3-9 months experience of key resources, methodology Production & number of vehicles, supplier capacity Delivery 2 years and supply chain management degree of complexity, involvement of Service 3-6 months supplier, quality of documentation Introduction and training, routes/area Warranty 2 years contract, involvement of supplier

page 68 PROSE Togprat 2018 - Rolf Mühlemann Pre-Contract / Preparation Phases:

PROSE Phase Model – 1 Study Phase Contract / Procurement Phases:

Goals: Deliverables: • The aim of this phase is a crude formulation of the procurement project in a decision paper. • There are two main drivers for procurements: • Brief procurement strategy (how to – A procurement to replace existing assets procure from which suppliers) – A procurement to enlarge the fleet • Precondition (operationally, regularity, infrastructure, depots) • In both cases, the decision paper prepared in this study phase should enable the decision-making organization Decision • Minimal functional requirements or vehicle concept to release for the next phase. The study will describe Paper the proposed purchase only at the highest level, • Milestone plan, based on operational need backwards although comprehensively in terms of content. • Finance plan with Cost estimate for the • The study should be drawn up quickly, so as to reduce next phase +/- 20% and for the whole the amount of effort as well as to capture the moment. procurement +/- 50% • The audience of this phase is primarily internal. The risk can be estimated with the effort needed for the preparation of the decision paper.

page 69 PROSE Togprat 2018 - Rolf Mühlemann Pre-Contract / Preparation Phases:

PROSE Phase Model – 2 Concept Phase Contract / Procurement Phases:

Goals: Deliverables:

• The goal of this phase is a comprehensive • Tailored project handbook Procurement formulation of the procurement project in all • Make or Buy Maintenance, Financing model Strategy relevant aspects. This is to provide the decision- • Amount and types of vehicles making organization with all information in • Preconditions operation and infrastructure order o decide about the procurement in Environment • Valid rules & regulation, norms & standards general and to release the next phase. Analysis • Required projects to support the use of the • The concept phase is primarily determined procured assets internally. For this phase minimum 6 months will be required, depending on the Requirements • Functional and technical requirement catalogue procurement situation. The time driving • Potential suppliers known and they are aware elements are the requirement management, Market Study • Request for Information, RFI especially if a Request for Information, RFI is needed. Time plan • Project plan over all phases • The risk can be estimated with the maximum • Estimate next phase +/- 20% and whole total loss of phase effort required (internal & Finance external). procurement +/- 30%

page 70 PROSE Togprat 2018 - Rolf Mühlemann PROSE Phase Model – 3 Tender Phase

Deliverables: Goals: • Technical / functional requirements catalogue • Within the tendering phase, the Turnkey delivery including supplier’ cause-by-clause assessment contract agreed • Milestone plan preferred supplier is determined. with the • Bond / Pre-Payment guarantee Usually 3-9 months are likely to be preferred • Solution descriptions, concepts of the supplier necessary. Depending on the supplier • Terms and conditions procurement situation, the negotiations with several suppliers is Maintenance / likely to be the time driving element. Support contract • Service Level Agreement agreed with the • The investigations of these phases are preferred • Terms and conditions not only internal. It will involve supplier suppliers and their subcontractors. An Updated time • Project plan over all phases exit from this phase means a loss of plan image and should be prevented. Updated • Finance plan with Cost estimate for the next phase financing plan +/- 20% and for the whole procurement +/- 10%

Risk Analysis • Risk analysis for procurement project

page 71 PROSE Togprat 2018 - Rolf Mühlemann Support by PROSE in the procurement of rolling stock

• Project handbook • Tendering & • Programm- & • Homologation • Progress control • Operational Contractmgmt Projectmgmt strategy & concept • Quality supervision concepts • Negotiation support • PMO • Stakeholder mgmt • Supplier audit • Methodology, • Requirement • Specification- & • Coordination for • First Article Working steps, engineering & mgmt designreview test & measuring Inspection – FAI organization • Vehicle concepts • Requirement & rides • Welding supervision • Procurement • RAMS - reliability, change request • Authority • Type- & serie tests strategy availability, mgmt coordination • Approval • Maintenance maintainability, • Claim mgmt strategy safety • Service introduction • Market knowlegde • Bid assessment & support and trends evaluation • Approval test • 2nd Opinion coordination

page 72 PROSE Togprat 2018 - Rolf Mühlemann PROSE Project References

Catenary Line Light Rail Vehicle Light Rail Vehicle Road-Rail Vehicle EMU Stadler KISS Installation Vehicle Evaluation Support Driverless Operation A-Z Procurement Procurement Support A-Z Procurement Basler Requirement Mgmt BERNMOBIL AB Transitio Furrer+Frey AG Vekehrsbetriebe BLT Transport AG

Loco Bombardier Loco Siemens Vectron Loco & Wagon EMU Alstom Coradia EMU Stadler FLIRT 3 Traxx Acceptance Support Siemens and & Bombardier Talent Quality Controlling Service Introduction SBB Cargo Bombardier Quality Controlling SFBW SBB Cargo AG International Israel Railways ZPS Saarland

page 73 PROSE Togprat 2018 - Rolf Mühlemann Many thanks for your attention and your participation to Togprat 2018! PROSE Team Program

PROSE Togprat 2018