SHIFT²RAIL
The Joint Undertaking for Rail Research
Roma, 18thof September 2015
SHIFT²RAIL will be the first European rail initiative to seek focused research &
innovation and market-driven solutions by accelerating the integration of new and advanced technologies into innovative rail product solutions.
The Shift2Rail Joint Undertaking
Key Dates:
April 2014 EU Parliament Regulation Approval
July 2014 JU Constitution of the Joint Undertaking and First Government
Board
Achieving the ambitious targets set by the European Union in the 2011 White Paper on
Transport:
50% of road freight over 300km should
shift to rail or waterways by 2050
By 2050 the majority of medium distance passenger transport
should go by rail
Freight Passengers
Shift2Rail targets
Improving mobility and making daily life easier
3 major challenges:
ENHANCING CAPACITY (to cope with growing EU demand) Up to 100% increase in capacity
CONSOLIDATING RELIABILITY (to better satisfy users) Up to 50% increase of reliability
REDUCING LIFE CYCLE COSTS (for more competitiveness) Up to 50% of reduction of Life Cycle Costs
Impacting all segments of the rail market!
SHIFT²RAIL research priorities
IP1: Cost-efficient and Reliable Trains, including High Capacity Trains and
High Speed Trains
IP5: Technologies for Sustainable & Attractive
European Freight
IP2: Advanced Traffic Management & Control
Systems
IP3: Cost-efficient and Reliable High Capacity
Infrastructure IP4: IT Solutions for Attractive
Railway Services
JU Founding Members
JU Associated Members
Partners
(regular open calls for proposals)
Subcontractors
(tendering with JU Members)
To be selected through future open calls
The future ways of participating in R&D activities
JU Members
Eligibility for JU Associated Members:
• own contribution
commitment of 2,5% of the IP value
• or special case for the ROC:
12M€ own
contribution across all IPs for RUs as single entities
or 15M€ across all IPs for consortia of
RUs/IMs
Tailor-Made governance Model
JOINT UNDERTAKING
GOVERNING BOARD Commission (50% votes)
8 Founding Members Max 10 Associated Members
+ Observers (ERA,MS Group)
UNION
Max. 450 M€
(H2020)
8 FOUNDING MEMBERS Min. 270 M€
Associated MEMBERS Min. 200 M€
Contributions to S2R work
plan
Additional activities in support to S2R Master Plan
200 M€ 70 M€
150 M€ 50 M€
Openness and stakeholder involvement 1/2
Associated Members
• I° step for selection closed
• II° step under negotiation phase with pre-selected Entities (Single Company and Consortium)
• The selected Associated Members number will be close to 20;
• At least one Associated Member per IP (maximum 2) will be represented in the Governing Board.
Openness and stakeholder involvement 2/2
Entities can participate via 3 different mechanisms:
• as an associated member (individually or consortium);
• as a subcontractor, consultant or other arrangements;
• through the fully open calls;
Strong role for public authorities
Strong role for public authorities
given the core objective of contributing to EU transport policy objectives and the Single European Railway area:• Commission to chair the Governing Board and have final say on membership and composition of Board;
• Master Plan endorsed by Council;
• European Railway Agency to have observer status on the Board and act as advisor on interoperability, standardisation and safety;
• States Representative Group to advise on strategic orientation and ensure link with national and regional programmes and priorities.
Indicative timing for the next steps
Negotiations with the candidate associated members and the founding members on the content of the S2R multi-annual action plan implementing the S2R Master Plan.
November 2015
Closure of the negotiations and signature of the membership agreements with the successful candidate members
December 2015
Open call Lunch December 2015
Start of S2R Research Projects June-July 2015
