Metra Budd & Pullman Cars

New Car Procurement New Car Procurement Technical Evaluation Summary New Car Procurement Selection Committee Summary New Car Procurement Determining Factors

1. Versatility & Equipment Utilization • Walk-through cab design 2. Safety, Layout, and Passenger Experience • Clear line of sight • Unimpeded emergency exit routes 3. Warranty • 6-year bumper-to-bumper warranty • Value for the money, life cycle costs 4. Car Body Design/Material/and Workability Compatible and in harmony with existing fleet of gallery cars 5. Final Scores • Alstom: 786.60 Bombardier: 736.54 CRRC: 666.92 New Car Procurement New Car Procurement

VRE Partnership & Concurrence New Car Procurement

Recap from November Board Meeting • Procurement History • Current Fleet Condition • State of Good Repair Projections • Compliance & Enhanced Safety Procurement History

The current coach car procurement is Metra’s 3rd recent solicitation for coach cars – 1st Solicitation: issued in 2016 as RFP10886 • Base Order of 10 Cars with options up to 367 cars • Specification to procure gallery-type cars • Pulled from solicitation due to lack of industry interest – 2nd Solicitation: issued in 2017 as RFP26010 • Base Order of 75 cars with options up to 230 cars • Specification to procure gallery-type cars • Single bidder, pulled, could not come to agreement with proposer – 3rd Solicitation: issued in 2019 as RFP37383 • Base Order of 200 cars with options up to 500 cars • VRE Base Order of 21 Cars with options Up to 69 cars • Specification revised to allow alternative car designs • Currently in process Current Fleet Condition

Status Rating Description Qty %

0 to 10 years old Excellent 5 9 1% 11 to 14 years with mid-life overhaul

11 to 16 years old without mid-life overhaul Good 4 415 49% 15 to 30 years old with mid-life overhaul

17 to 19 years old without mid-life overhaul Adequate 3 78 9% 31 to 42 years old with life extension overhaul

20 to 21 years old without mid-life overhaul Marginal 2 31 to 42 years old without life extension overhaul 177 21% 43 to 48 years old with life extension overhaul

22 years or older without mid-life overhaul Poor 1 176 20% 42 years or older without life extension overhaul State of Good Repair Projections

(without New Car Procurement)

5 - Excellent 4 - Good 3 - Adequate 2 - Marginal 1 - Poor

855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 100% 9 9 9 7 7 7 7 7 7 7 9 9 9 7 7 108 222 302 309 309 309 308 340 340 381 75% 415 408 417 425 425 450 476 449 476 474 447 377 263 176 176 176 176 177 138 138 50% 96 69 61 78 28 2 29 53 29 53 43% 17 17 17 17 1 1 2 113 103 177 25% 353 353 353 353 369 369 370 370 370 370 370 370 370 370 370 370 370 370 256 266 176

0% 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 Compliance & Enhanced Safety

New Coach Cars Metra Budd & Pullman Cars (1953 – 1980) o Crash Worthiness + Compliant corner & crash posts o Crash Worthiness + Compliant with seat impact requirements - Corner posts not compliant with current regulations - Seat frames not compliant with current regulations o ADA Accessibility + Compliant with ADA regulations o ADA Accessibility + Wheelchair lifts & ADA accessible bathrooms - Not compliant with ADA regulations - No wheelchairs or ADA accessible bathrooms o Emergency Access + Compliant with larger access points to o Emergency Access accommodate emergency evacuation - Emergency windows not compliant with current regulations o Propulsion Inhibit System + Door System / compliant o Propulsion Inhibit System - Non-compliant with current regulations o Enhanced Security + Video surveillance + Passenger intercom/Public address system o Enhanced Security - None New Car Procurement Cost: Not to exceed $1.8 billion

This is an RFP issued with an open performance specification.

Cost includes: • 200 car base order and options for up to 300 more • Six-year warranty • Engineering and design costs • Spare parts • Specialty tools • Training

Cost includes options that may not be exercised by Metra New Car Procurement

Car Builder Manufacturing Facility Job Creation

Questions? New Car Procurement

Recommendation

The Selection Committee recommends that the Board approve the Alstom proposal and move towards the Notice to Proceed

SUMMARY OF METRA PROCUREMENT

Award To: Alstom Transportation Inc. Amount: $1,799,039,508.00

Procurement: New Push-Pull Commuter Rail Cars Contract No.: PA0001197

Proposal Due: 11/8/19 Funding Source: Capital (FTA) (IDOT) Lead: K. McCann (RTA) (Funded per base and options, if exercised) Term: Six Years Type: Category: Responsible Dept.: Mechanical RFP Rolling Stock

ODBE:

This contract is being awarded in accordance with federal Transit Vehicle Manufacturers (TVM) requirements.

Recommendation:

Award a contract to Alstom Transportation Inc., the highest ranked proposer, for new push-pull commuter rail cars.

Background:

On March 20, 2019, Metra published a Request for Proposal (“RFP”) seeking qualified firms to provide proposals for new push-pull commuter rail cars for Metra and Virginia Railway Express (“VRE”).

The configuration of the cars will consist of trailer cars with toilet, trailer cars without toilet, and cab cars with toilet. These cars will be used to replace existing cars that have exceeded their useful lives.

The contract provides for a minimum purchase (base order) of 221 cars, of which 200 will be for Metra and 21 for VRE, and for optional purchases of up to 348 additional cars, of which 300 would be for Metra and 48 for VRE. Metra’s base order will consist of: 100 trailer cars with toilet, 70 trailer cars without toilet, and 30 cab cars with toilet. If Metra or VRE choose to execute options for additional cars, the options must be executed a minimum of 12 months prior to delivery of the last scheduled production car (base or prior option).

The above contract amount does not include VRE; VRE will issue a separate contract.

PA0001197 – Alstom Transportation Inc. – New Push-Pull Commuter Rail Cars Page 1 of 2 CAPITAL

Proposal Evaluation:

Email notifications were sent to 168 vendors registered for three relevant commodities in Metra’s vendor database. Three vendors responded, and two have previously transacted business with Metra. The proposals received are summarized below:

Proposers Alstom Transportation Inc., New York, NY Bombardier Transit Corporation, New York, NY CRRC Sifang America, Incorporated, Chicago, IL

The Evaluation Committee used the following criteria to score the proposals:

EVALUATION CRITERIA POINTS 1) Technical 550 2) Car Height/Car Width (Pass/Fail) N/A 3) Firm’s Qualifications and Experience 50 4) Manufacturing/Remanufacturing Capabilities 30 5) Production and Delivery Schedule 30 6) Warranty and Field Support 20 7) Training 20 8) Pricing 300 Maximum Total 1,000

The Committee scored the written proposals and interviewed all three firms.

The combined technical, interview and Best and Final Offer price scoring is as indicated below:

FIRM SCORE Alstom Transportation Inc. 786.60 Bombardier Transit Corporation 736.54 CRRC Sifang America, Inc. 666.92

Based on the foregoing, the Committee recommends awarding a contract to Alstom Transportation Inc. to provide new push-pull commuter rail cars.

Execution of this contract is contingent upon receipt of concurrence to award from both IDOT and RTA.

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