new coach car procurement update - metra

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New Coach Car Procurement Update Metra Board of Directors November 13, 2020 Presented by Kevin McCann, Chief Mechanical Officer and Sean Cronin, Senior Director, Mechanical Capital Projects

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New Coach Car Procurement Update

Metra Board of Directors

November 13, 2020

Presented by Kevin McCann, Chief Mechanical Officer and

Sean Cronin, Senior Director, Mechanical Capital Projects

Coach Car Procurement History

The current coach car procurement is Metra’s 3rd solicitation for coach cars

– 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

– 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

Ground Rules

Metra Mechanical Department is currently in

an active procurement for new coach cars

–Mechanical can discuss what has been published in

RFP

–Mechanical can discuss status of Metra’s current fleet

and operations

–Mechanical cannot discuss any specific vendors, nor

the state of the industry in general

–Mechanical cannot discuss current state of the

procurement

The RFP Process - Submission

‒ The RFP process consists of a defined series of steps designed

to promote a fair and objective evaluation of all responses from

the widest pool possible of qualified proposers.

‒ As per standard practice, RFP 37383 was publicized in the

Chicago area press and published to the Metra public website

‒ A record is kept of all firms that download a copy of the RFP

from Metra’s website

• Many more firms downloaded the RFP than received an email from Metra

• While this does not equate to the number of proposals received (which

cannot be disclosed at this time), it is indicative of the interest in this RFP

The RFP Process - Timeline

The following are the steps in the current RFP process

that led up to submission of responses:

– RFP published on March 21, 2019

– Public Pre-bid Q&A on April 24 & 25, 2019

• VRE on July 9, 2019

– Last day for proposers to submit written questions was July

26, 2019

– Replies to questions published by Metra

• June 19, 2019

• September 24, 2019

– Submission of Response due – November 8, 2019

The RFP Process - Evaluation

7 Steps in the Evaluation ProcessStep 1 – Review by Procurement and DBE for responsiveness

Step 2 – Scoring of the Proposals

• Technical Review and Scoring

• Price Scoring

Step 3 – Proposer Interviews and Re-Scoring Based on the

Interviews

Step 4 – Technical Scoring Committee presents Scoring to Selection

Committee

Step 5 – Negotiations

Step 6 – Selection Committee Decides on Proposer to Recommend

to Board

Step 7 – Recommendation to Board

Next Steps

Present the recommended Proposer and

contract specifics to the Board of Directors

for approval

–Target is undetermined at this time, due to ongoing

procurement processes

Coach Car Lineup, SGR Evaluation, and Replacement Strategy

Metra Coach Cars by Model & Age

Nippon Sharyo 309 or 36%

Amerail 176 or 21%

Budd & Pullman 370 or 43%

Nippon Sharyo Amerail Budd Pullman

2002 – 2008

12 – 18 years old

2019

1 year old

1994 – 1998

22 – 26 years old

1953 – 1980

40 – 67 years old

1958 – 1969

50 – 62 years old

Required for Service

Full

Service800 Cars

Reduced

Service507 Cars

Condition Rating Criteria

Status Rating Description Qty %

Excellent 50 to 10 years old

11 to 14 years with mid-life overhaul9 1%

Good 411 to 16 years old without mid-life overhaul

15 to 30 years old with mid-life overhaul415 49%

Adequate 317 to 19 years old without mid-life overhaul

31 to 42 years old with life extension overhaul78 9%

Marginal 2

20 to 21 years old without mid-life overhaul

31 to 42 years old without life extension overhaul

43 to 48 years old with life extension overhaul

177 21%

Poor 122 years or older without mid-life overhaul

42 years or older without life extension overhaul176 20%

State of Good Repair Projection

9 9 9 7 2292

172

252

332407 400 400 400 400 400 385

315235

15575

415 408 381417

450

476

449

425340

302 309 309 309 308

222

123

94174

254332

407

78 69 9661

28

2

29

53138 176 176 176 176 177

263

377

476 474 447 425

340177

113 103

17 17

17

15

1

29 53138

176241 251

338 323253

175109

30

855 840 840 840 840 840 840 840 840 885 885 885 885 885 885 885 885 885 885 885 885

0%

25%

50%

75%

100%

2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040

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

(with New Car Procurement)

43%

State of Good Repair Projection

9 9 9 7 7 7 7 7 7 7

415 408 381 417450 476 449 425

340302 309 309 309 308

222

108

9 9 9 7 7

78 69 9661

28 2 29 53

138176 176 176 176 177

263

377

476 474 447 425

340

177

113 103

17 17 17 17 1 1 2 29 53

138

176256 266

353 353 353 353 369 369 370 370 370 370 370 370 370 370 370 370 370 370

855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855 855

0%

25%

50%

75%

100%

2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040

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

(without New Car Procurement)

43%

Compliance & Enhanced Safety

New Coach Cars

o Crash Worthiness

+ Compliant corner & crash posts

+ Compliant with seat impact requirements

o ADA Assessable

+ Compliant with ADA regulations

+ Wheelchair lifts & ADA assessable bathrooms

o Emergency Access

+ Compliant with larger access points to

accommodate emergency evacuation

o Propulsion Inhibit System

+ Door System / compliant

o Enhanced Security

+ Video surveillance

+ Passenger Intercom/Public address system

Metra Budd & Pullman Cars(1953 – 1980)

o Crash Worthiness

- Corner posts not compliant with current regulations

- Seat frames not compliant with current regulations

o ADA Assessable

- Not compliant with ADA regulations

- No wheelchairs or ADA assessable bathrooms

o Emergency Access

- Emergency windows not compliant with current

regulations

o Propulsion Inhibit System

- Non-compliant with current regulations

o Enhanced Security

- None

Operating Efficiency & Passenger Convenience

New Car Options

o Optimize boarding configuration

+ Minimize boarding and detraining time

+ Minimize station dwell time

o Improve Passenger Flow throughout the train car

+ Eliminate bi-parting doors

+ Increase the number of access points

o Increase Seating Capacity

+ 6-8 additional seats per car

+ Alternate carbody design

o Sanitation

+ Touchless door and bathroom utilities

+ Improved air quality & filtration system

o Passenger Convenience

+ Modernize public address system

+ Add 120V/USB convenience outlets

+ Infotainment System

Metra Budd & Pullman Cars(1953 – 1980)

o Raised Center Vestibule

- Challenging for some passengers

- Labor intensive (maintenance & repair)

o Two Side Loading Door Locations (2)

- Choke point for boarding and detraining

- Minimum emergency access

o Passenger flow challenging

- Manual bi-parting doors

- Gallery compartment stairwells

o Sanitation

- Bathroom not accessible to ADA person

- Re-circulating toilet (minimum waste capacity)

o Passenger Convenience

- Obsolete Intercom and PA System

- No 120V/USB outlets

- No electronic signage

Technical Upgrades

New Car Requirements

o Diagnostic System

+ Full system diagnostics (car and train)

+ Improved reliability and troubleshooting capabilities

o HVAC System

+ HVAC redundancy feature

o Door System

+ Electrically powered and operated.

+ Touch plate operation with less passenger interaction

o Passenger Counting

+ Ability to report real time passenger counts

o Digital Trainline

+ Trainline circuit carries multiple types of broadband with expansion capabilities

Metra Budd & Pullman Cars(1953 – 1980)

o Diagnostic System

- None

o HVAC System

- Obsolete on 66 of 330 cars

- No redundancy feature

o Door System

- Pneumatic side loading doors, manual interior doors

- Door handles

o Passenger Counting

- None

o Digital Trainline

- Not equipped

- Expensive modification/retrofit

Budd Car 741

The End