151144-2017 - Competition

HS2 Rolling Stock Manufacture and Maintenance Services (‘RSM’).

High Speed Two (HS2) Limited is responsible for developing and promoting the new high speed railway known as High Speed 2 (‘HS2’). HS2 will initially run between London and Birmingham (Phase One) but will subsequently be extended northwards to link Birmingham to Crewe (Phase 2a) and Manchester and Leeds (Phase 2b). All phases will see through trains to other destinations on the UK's conventional network. This Contract Notice formally commences the procurement of the Rolling Stock and associated Services for HS2. HS2 Ltd shall select Applicants to be invited to tender in accordance with the selection criteria detailed in II.2.5 below and in the Pre-Qualification Pack (‘PQP’). The Contracts will be awarded in line with the award criteria to be set out in the ITT.

Interested parties should note that the estimated contract value of 2 750 000 000 GBP (2015 prices) is based on the supply of a minimum of 54 trains plus 12 years' maintenance and the associated expenses for a new fleet of trains.

Main site or place of performance: Birmingham.

The scope of the services to be provided by the Tenderer awarded the Contracts will include (but not be limited to) the following:

1. under a Manufacture and Supply Agreement (MSA), for the Train Manufacturer and Maintainer (TMM) to design, build, test and commission a minimum of 54 new high speed trains (the Rolling Stock, as defined in the PQP), to be delivered from spring 2024 in advance of the expected commencement of HS2 Phase One passenger services in late 2026;

2. under a Train Services Agreement (TSA), for the TMM to provide train maintenance, servicing and refurbishment services (as required), and depot facilities management services, for a minimum term of circa 12 years from acceptance of each train;

3. following termination or expiry of the TSA, to continue to provide the necessary technical support and spares to the successor maintainer and repairer of the fleet if required by the HS2 Train Operator under a Technical Support and Spares Supply Agreement (‘TSSSA’).

Once in service, payment for services under the TSA will be adjusted to take account of (among other key performance indicators) the availability, reliability and performance of the fleet (including journey times, operational flexibility and energy efficiency).

To qualify to be invited to tender Applicants will be required to demonstrate that they have:

— a proven track record in the design, development, manufacturing, testing and introduction into service of passenger rolling stock on High Speed Rail;

— a proven track record in working closely with clients and infrastructure controllers in the delivery of rolling stock projects; and

— a proven track record in providing through life maintenance and ‘design authority’ support to their passenger rolling stock products.

See the PQP for full details of the selection process and assessment criteria.

The new fleet will need to be capable of operating on new and existing railway routes within the gauge and other constraints of those networks. The trains will need to operate on existing UK infrastructure (initially between Birmingham, Liverpool, Manchester and Glasgow on the West Coast Main Line) and on the UK's new HS2 Network with performance characteristics which deliver the HS2 Programme requirements for capacity and connectivity. See the Pre-qualification Technical Summary in the PQP for further details.

This Contract Notice relates only to the supply of the Rolling Stock and the Services under the MSA, TSA and TSSSA. It does not commence a separate competition for the financing of the new fleet of trains. In order to qualify to be invited to tender, Applicants will be required to meet a number of financial standing tests as set out in the PQP. HS2 Ltd reserves its right to commence a competition for the financing of the Rolling Stock at a later date. In connection with such a private financing, HS2 Ltd may nominate a private sector entity to perform the roles of Owner and, potentially, Operator of the new fleet under the MSA, TSA and TSSSA, and the Contracts will include provisions which will facilitate the introduction of private finance at a later stage.

Appendix A of the PQP provides an overview of the expected key commercial terms of the Contracts.

The selection of the TMM will be on the basis of most economically advantageous tender. The full award criteria and weightings will be as stated in the Invitation to Tender.

Description of renewals:

See procurement documents.

Description of options:

List and brief description of selection criteria:

Minimum level(s) of standards possibly required:

As stated in the procurement documents.

A Parent Company Guarantee, Advance Payment Bond and potentially other credit support arrangements will be required to be provided by the successful Tenderer. Detailed requirements will be set out in the Invitation to Tender.

MSA, TSA and TSSSA payments as stated in the procurement documents.

HS2 Ltd will accept Expressions of Interest and Tenders from single entities or Consortia. HS2 Ltd does not require those Consortia who intend to form a single legal entity to do so at the prequalification stage. HS2 Ltd will consider contracting with a Consortium, provided always that the participants in any joint venture are jointly and severally liable for all of the obligations of the TMM under the Contracts.

As stated in the procurement documents.

1. Unless otherwise defined, terms with an initial capital letter used in this Contract Notice, the PQP and the SQ have the meanings given in the section headed 'Glossary' in the PQP.

2. Applicants should note that the duration of the Contracts and other dates (such as the expected date of introduction into service of the Rolling Stock) expressed in this Contract Notice may be subject to change in accordance with the terms of the PQP, ITT and the Contracts (once awarded).

3. Additional information in respect of Section III.2) Conditions related to the contract: Appendix A of the PQP contains an overview of the expected commercial principles for the Contracts.

4. Applicants should note the 'Disclaimer and Important Notices' in Section 9 of the PQP and in particular the reservation of HS2 Ltd's rights set out in paragraph 9.2.1.

5. Applicants should note the following:

— All economic operators must complete the Selection Questionnaire (SQ) on the HS2 eSourcing Portal strictly in accordance with the submission deadline for Expressions of Interest (EoI) stated in the PQP.

— All economic operators are required to express an interest by registering on the HS2 eSourcing Portal (www.hs2.bravosolution.co.uk).

— Registering is only required once.

6. Registering: economic operators should browse to the HS2 eSourcing Portal and complete the following:

a) Click the 'Register Now!' link.

b) The below message will appear, Please do not create a duplicate account if you have forgotten your username, password or both. Please contact the Helpdesk on 0800 368 4850 or help@bravosolution.co.uk to continue, click 'close'. Once you have read and accepted the terms and conditions, select 'I agree' and click 'next'.

c) Enter your 'Registration Details' for your business and 'User Details.'

d) Note the username you use, this will be required when logging into the Portal going forward, and click 'save' when complete.

e) You will then receive an automated e-mail with your unique password.

f) Upon first registration you will be asked to change your automated password.

7. To access the SQ (previously known as the PQQ) and the PQP:

a) Login to the HS2 eSourcing Portal with your unique username and password.

b) Under the title My Procurement Project, Click on the 'PQQs open to all suppliers' link.

c) Click on the relevant titled prequalification item.

d) Click the 'express interest' button at the top of the page, a pop-up box will appear asking you to confirm you are about to express an interest, click ok. Then another pop-up will appear with details of the next steps, click ok. In the 'actions' box on the left hand side of the page (this will move the PQP into the applicants 'my PQQ' box). This is a secure area for projects only.

e) Click on the PQQ code. The applicant can now access any attachments by clicking the on the 'buyer attachments' on the menu on the left hand side.

f) Download the documents relating to the prequalification questionnaire. Click 'attachments' on the left hand side. The number in brackets refers to number of Documents that need to be downloaded. Click on the bold and underlined filename. Select 'save' and store on your PC.

8. Responding to the SQ:

a) On the left hand side menu, click 'My Response', the economic operators must now choose 'Create Response' or 'Decline to respond'' (If you select 'Decline to Respond' please detail a reason if declining).

b) Economic operators can now use the messages functions to communicate with HS2 Ltd and seek clarification. To access this, on the left hand menu, click 'Messages', you will be able to create a message here.

c) Please note the deadline for completion, this is a precise time and the HS2 eSourcing Portal will reject the economic operator’s EoI if it is submitted after this time.

d) Economic operators should click 'Edit Response' on the right hand side, and populate their response, Economic operators should click 'Submit Response' at the top of the page to submit their EoI.