General Meeting Florence03.12.2010

Secretary General reporton Items 5 of the agenda

Imrich KORPANEC

• authorisation and cross-acceptance of OTM based on EFRTC position paper and joint meeting held in Paris on 05.11.2010• ERA seminar on cross acceptance in Lille on 17.11.2010• some other issues related EFRTC potential participation in the ERA WP for revision of TSI and EC research

Secretary General report

EFRTC GM, Florence, 03.12.2010

EFRTC position paper on OTM authorisation and cross-acceptance

EFRTC GM, Florence, 03.12.2010

• Brief on current situation• Relevance of EC, ERA, CEN and other stakeholders documents and procedures to OTM and EFRTC• Major issues from GM in Paris with participation of ERA and industry• Some case examples of problems encountered• Summary – basic requirements for facilitating OTM authorisation and x-acceptance • Actions taken so far and way forward

• high cost of OTM authorisation/ homologation/ certification – up to 20 % of product

• long time of OTM authorisation for placing into service - up to one year or even more

• with some exception – no cross – acceptance of authorisation even for the same type of machine

• and many more details…

Current situation

EFRTC GM, Florence, 03.12.2010

• Interoperability Directive 2008/57­ OTM within scope but application is not mandatory NA are free to apply their specific rules

• Safety Directive 2004/49­ No obligations for contractors to implement SMS­ Safety is a matter of contract between IM/RU and contractor­ Compliance with ERTMS but only for new vehicles

• ERA regulatory framework - Non existing for OTM as specific category

• CEN and CENELEC standards­ Voluntary domain only mandatory if included in national standards or as EC/TSI core parameters

OTM relevance

EFRTC GM, Florence, 03.12.2010

• already presented in in general at last GM in Paris by EFRTC President

• but here documented by specific examples as delivered by contractors and industry

• see appendices to the paper

• more examples and quantifications are still expected to be gathered

• ERA is asking for quantification of the size of the OTM market in relation to the costs encountered for taking actions in regulatory framework

Some examples of problems encountered

EFRTC GM, Florence, 03.12.2010

• OTM - small numbers dedicated to work and not run on the network, so not in the same category as locomotives or wagons

• OTM – mobile factory/plant and not vehicle, so either outside EC Directive or as specific case in the Directive

• application of TSI – no cost increase but simplifications, cost and time reduction

• transparency of authorisation and clarity of assessment criteria in all EC regulatory framework and national reference documents

Summary – basic requirements (1)

EFRTC GM, Florence, 03.12.2010

• type certification against TSI by manufacturer to be Europe-wide acknowledged – re-checking strictly limited

• specific national requirements to be declared and known in advance in national reference documents to be accepted by ERA

• exception for X-acceptance – only unique, complex and specific track machines tailored to customer

• Review of current EN 14 033 should be a starting point for OTM authorisation and x-acceptance

Summary – basic requirements (2)

EFRTC GM, Florence, 03.12.2010

• EFRTC position paper was drafted as asked by Board and completed taking into account the outcome of the joint meeting of EFRTC Committees and industry

• GM is now asked to agree that it should serve as a basis for future actions towards NSA and other stakeholders

• subject GM approval EFRTC Board shall call for the meeting with NSA of major European countries (F, G, I, UK)

Actions taken and way forward

EFRTC GM, Florence, 03.12.2010

Objective• to exchange information on mutual recognition and the way railway vehicles are authorised in Europe

• to understand ERA recommendation DV 29 on the authorisation for placing into service structural subsystem and vehicles under the Directive 2008/57/EC before its approval and publishing by EC

Participants• ERA - Executive Director, Dept. Directors and staff concerned, senior administrators from government and NSA, UNIFE, CER, EIM, ERFA and also EFRTC

ERA seminar on cross acceptance (1)

EFRTC GM, Florence, 03.12.2010

Presentations

• ERA - ED, Economic evaluation vehicle authorisation, DV29, Reference document database, Roadmaps

• Governments and NSAs – UK DoT, NL MoT, NRA -Norway and EPSF France

• Stakeholders associations – CER, EIM/RFF, ERFA and UNIFE

• All available in public domain at

http://www.era.europa.eu/Document-Register/Pages/XAcc_seminar_17_Nov_2010.aspx

ERA seminar on cross acceptance (2)

EFRTC GM, Florence, 03.12.2010

Recommended for EFRTC to look at • ERA presentations on Economic evaluation and DV 29Examples of costs for vehicle authorisation, way forward to simplification of procedures

• UK DoT presentation

Complexity in passing the TSI implementation through government and national institutions

Cost first, when benefit of X-acceptance?

• EPSF France

Starting with bilateral agreements dictated by needs and market, examples of procedures

EFRTC established contacts with NSAs from France, Germany, UK and Italy for starting dialog on OTM

ERA seminar on cross acceptance (3)

EFRTC GM, Florence, 03.12.2010

Technology•TSI revision – EFRTC invited to participate at kick off meeting organised by ERA on 07.11.2010

• proposal to ERA for setting up a specific task force for OTM composed of the experts from contractors, OTM supply industry and IMs (and probably later also from NSAs) .

• TF OTM would then deliver recommendations for TSI WPs and other relevant bodies outside of Directive

ERRAC and EC research• Auto – Main project approved for EC funding

• Efficient railway infrastructure call and proposal

Other issues

EFRTC GM, Florence, 03.12.2010

Thank youfor your attention!!!