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ERRAC – Horizon 2020 - Shift2Rail – Latest position

Andy Doherty V8

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ERRAC is the European Technology Platform for rail. It was set up in 2001 ERRAC aims at revitalising the European rail sector and make it more competitive, by fostering increased innovation and guiding research efforts at European level. Representatives from all the major European rail research stakeholders are gathered:

q Operators, q  Infrastructure managers, q  Manufacturers, q  The European Commission, q  EU Member States, q  Academics, q  Users’ groups.

ERRAC covers all forms of rail transport: from conventional, high speed and freight applications to urban and regional services.

What is ERRAC?

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Vision and objectives of the railway sector

The 2011 EU Transport White Paper foresees a global freight transport activity to increase, with respect to 2005, by around 40% in 2030 and by little over 80% by 2050. Passenger traffic would grow slightly less than freight transport: 34% by 2030 and 51% by 2050. The 2011 EU Transport White Paper foresees a global freight ransport activity to increase, with respect to 2005, by around 40% in 2030 and by little over 80% by 2050. Passenger traffic would grow slighy less than freight transport: 34% by 2030 and 51% by 2050. Taking into account this general transport trend, the ERRAC initial updated vision for 2050 is fully matching the 2011 Transport White Paper : the rail share of both the freight and passenger markets will double by 2050, at the same time the rail freight and passenger market volumes will more than triple by 2050 as compared with 2000.

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Vision and objectives of the railway sector

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Vision and objectives of the railway sector

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Vision and objectives of the railway sector

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• Roadmaps published in 2012: ERRAC-ROADMAPS • Input developed in the following areas, all addressing the ERRAC SRRIA priorities:

- Noise and vibration, energy - Passenger and freight - Urban mobility (in cooperation with ERTRAC) - Safety and security - Competitiveness

• Roadmaps: input for FP7 and Horizon 2020!

ERRAC ROADMAPS

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ERRAC- Structure New Terms of Reference

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FOSTER Rail: Strategic objectives & structure

Ø  FOSTER RAIL is a €1.6M EC funded project (CSA)

Ø  Update of the Strategic Rail Research & Innovation Agenda (SRRIA)

Ø  Project launched in May 2013

⇒  Expected publication = early 2014

Ø  Defining implementation plans, including innovation roadmaps and business implementation, based on the research agenda and roadmaps and on the monitoring of the existing programmes

Ø  Developing links and coordination strategies between the transport-related ETPs and technology platforms existing at national level in MS/AS

Ø  Building the interfaces between ERRAC and SHIFT²RAIL

Ø  Increasing visibility of research and innovation activities, and contributing to the dissemination of results

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EC Funding Perspective

•  Historically – EC has provided significant Framework funding for transport

research but rail – only €20m / 30m per annum (projects in TRL1-3)

– ERRAC has been influential in guiding the call topics to which the UK has achieved significant involvement

– EC has been frustrated with ‘low’ take up/implementation from Framework projects

– EC developed together with the aerospace sector the ‘JTI’ (joint technology initiative) concept at TRL 4-7 to improve take up

– EC has provided VERY significant funding to Air and Road, through JTI (Joint Technology Initiative) and PPPs. ‘Clean Sky’ JTI and SESAR and Green Car PPPs. Now it is agreeing Phase 2 for a number of these activities.

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EC Perspective

•  ERRAC provides guidance to the EC on the future vision and role of railways in Europe

•  The European White Paper on transport sets challenging target for rail •  Horizon 2020 will provides a significantly increased budget for rail to

assist the development of the Single European Rail area •  UNIFE and a consortium of Railway companies have proposed a Rail

JTI to EC •  EC has made budget provision in Horizon 2020 for a Rail JTI •  This has now developed into a JTI proposal entitled SHIFT²RAIL

– Funding target €1.2B (usual 50% funding arrangement) – Full scale demonstrators (TRL4-7) – Existing ‘framework’ project funding process to continue in Horizon

2020! – ERRAC to run a Strategic Board - setting whole railway strategy

and measuring remit compliance •  The EC expects that most of this increased funding will be directed

through the Shift2Rail JTI – this is an on going discussion

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Horizon 2020 Update •  H 2020 includes for 2014 both Shift2Rail AND Open Calls •  ERRAC has provided topic areas for first call of the Horizon 2020

annual research programme to be launched on the 11th December •  At the moment there are 3 very general topics (see next slide) •  The call is expected to be circa €58PA but there is possibility of a 4th

topic to be added with more funding. • The EC will allow a number of pre S2R projects (titled ‘Lighthouse’ projects) to be considered in the 3 topic areas

• The bad news is there is no funding for rail general H2020 open calls planned for 2015, there will be calls but in the S2R process

• This is part of an unacceptable plan by EC to reduce rail research funding to transfer it to aerospace sector

• ERRAC has its Plenary 15 Nov and will be initiating a consortium building process

• This Seminar is a start to planning UK involvement!

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Proposed Open Calls

• MG.2.1-2014. – Intelligent Infrastructure

• MG.2.2-2014. – Smart Rail Services

• MG.2.3-2014. – New Generation of Rail Vehicles

• The details are on the document provided!

•  *Note the topics could be Lighthouse projects to Shift2Rail

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Open calls

• How and where do we use the RTS/NRTS plans to develop proposals?

• Other useful inputs

– Challenge 2050

– UIC Rail Technical Strategy Europe (in production)

– Other industry strategies?

• The sessions this afternoon to discuss

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So what is Shift2Rail? A railway opportunity

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Shift2Rail Update •  In June 2012 14 companies signed a MOU to form an initial S2R

consortium and to make a proposal that would seek EC funding for a rail JTI. (this included NR)

•  The Consortium made proposals in July 2102, improved it in Jan 2103 and has sort its approval

•  Politically the Commission (Vice President Kallas) has now committed to Shift2Rail. DG Move will be responsible for the initiative.

•  H2020 has high level budget provision for a rail JTI •  BUT Shift2Rail will follow the Institutional PPP SESAR model, which

makes the regulation easy, but does involve an additional step of an open call for the major or core partners

•  The Greek Presidency has agreed to sponsor through European Parliament early next year

•  SO IT IS HAPPENING!

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SHIFT²RAIL – ERRAC interface

ERRAC SHIFT²RAIL  Strategic  Council  

SHIFT²RAIL  Economic  and  Technological  

Intelligence  Observatory    

All  market  actors  invesAng  in  innovaAon  within  the  scope  of  

SHIFT²RAIL  

JTI  management    (Technology  InnovaAon  Drivers  +  European  Commission)  

         

IP1                  

IP2                  

IP3                  

IP4                  

IP5                  

JTI  members  

RepresentaAves  from  the  railway  sector  

stakeholder  associaAons  System  requirements  and  ImplementaAon”  groups  

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Ø 21 major rail stakeholders have already commi t ted to providing s igni f icant resources over the long-term to the S²R objectives.

Ø 29 new industrial partners have signed a MoU to contribute to the preparation phase: Consorzio IBI, D'Appolonia, ELH, ENOTRAC, ETF, Evoleo Technologies, FCC Construction, Ferrovial, Indra, Ineco, Interporto Bologna, OHL, Rhomberg Rail, Robosoft, Saft, Selex ES, Strabag Rail, Systra, Tata Steel, Technosite, UniControls, VibraTec, VÚKV, Wascosa, Wiebe. Signature is pending/expected from Ardanuy, Bonatrans, LucchiniRS, Neopul, Newag, Sirti and Skoda.

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Ø 4 European Railway Undertaking and Infrastructure Managers have already signed a MoU: ADIF, DB, FS and SNCF – as well as

Ø 1 Urban Operator: Wiener Linien. In discussions with PKP and NS.

Updated status of the initiative: Membership Status

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Ø  15 Research Centres have already signed a MoU: CEFRIEL, DLR, Fraunhofer, Huddersfield University, IK, IK4, KTH, La Sapienza (Università di Roma), Luleå Uni. of Technology, NewRail, Polimi & Fondazione Politecnico di Milano, Politecnico di Torino, UNIGE (University of Genova), Virtual Vehicle. Signature is pending/expected from FIDAMC, IFFSTAR, Loughborough University, RSSB and Technalia.

Ø  MoU signed with the European Network of Clusters of SMEs (ERCI) and ongoing exchanges with the European rail research Network of Excellence (EURNEX) and the European Association of Research and Technology Organisation (EARTO)

Ø  Collaboration with other rail sector associations in ERRAC: CER, EIM, ERFA, UIC, UIP, UITP

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Updated status of the initiative: Membership Status

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SHIFT²RAIL IPs/SPDs overview (Innovation stream): R&I priorities

IP1 Energy & Mass Efficient Technologies for High

Capacity Trains Develop the future generation of trains that will be lighter, more energy efficient while being able to reduce today’s travelling times, causing less track damage and less impact on the environment, thereby delivering a lower whole life cost.

IP5 Technologies for

Sustainable & Attractive European Freight

Define all technological and process b reak th roughs necessary to contribute to the realisation of one of the key goals from the White Paper: 30% of road traffic switching to rail and inland waterways by 2030 and 50% by 2050.

IP2 Advanced Control & Signaling Systems

Develop a new generation of signalling and control systems, building on current ERTMS, to enable intelligent traffic management with automatically driven trains and optimise capacity, reliability and minimise life costs.

IP3 Cost Efficient High Capacity Infrastructure

Deliver a new railway infrastructure system (including both infrastructure and energy subsystems) that provides a breakthrough which will radically improve capacity and performance and reduce costs.

IP4: IT Solutions for a Seamless Attractive Railway

Realise one of the key goals from the White Paper: “By 2020, establish the framework for a European multimodal transport information, management and payment system.” through the development of open IT architecture framework.

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System management working groups across research priorities focusing on: Environment Management (Noise & Vibration, Energy, etc.), Integration Mobility Management, EMC/Interference Management, etc.

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Timescales •  S2R Consortium will submit a high level proposal to EC in early

November •  EC and Consortium to agree regulations around SESAR format •  EC will then submit to European Council in December •  The Proposal will go through European Parliament in Feb to April

sponsored by the Greek Presidency •  EC will make open call for TID members in April/May •  Recruitment and establishment of S2R JTI will commence in the

Summer 2014 •  S2R will make open calls for Associate Members in summer •  S2R will start open calls for the initial 25% of the Research areas of

S2R in the autumn 2014 •  Go live Jan 2105

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Technical Scope •  The S2R objectives are 100% aligned to the UK RTS

•  The UK RTS and now the NRTS have been fully embedded in the scope of S2R

•  NR has been hugely influential in setting out the detailed work scopes of the S2R to the benefit of UK Railway

•  Some parts of the NRTS and the NR technology roadmaps could be delivered by S2R, especially as S2R will focus on demonstrated and test products

•  The scale of funding available to S2R will enable the railway industry to go significantly further than it has been able to do in the past, more innovative, more radical, more able to make step change!

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Summary - what all this means for UK railway •  In addition to all UK rail funding (RSSB, EIT, EPSRC etc)

• Represents a significant increase in rail research activity

• European Funding available

– Horizon 2020 Open calls (imminent!)

– Shift2Rail (2015)

• Open Calls

• NR Partner?

• BUT we now need to develop potential projects (with avenues to solutions) and form consortium to bid!

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UK Position? •  NR will seek a full TID position in S2R. •  NR is discussing with the ORR for €30M of matched R & D funding in

CP5 (to make our part of a €60M commitment) •  TSLG has agreed that UK railway industry should try to develop a

combined UK input, and we have one! •  NR will act as ‘umbrella’ and bring in all parts of UK industry as part of

its ‘remit and offer’ –  NR will need to sub contract/partner with others to deliver its

activities (i.e. suppliers, SMEs, Universities etc) •  BUT UK supplier involvement low. •  Need for more UK partner companies, the risk of being left behind

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The Beginning!