scope:

This Standard applies to all new passenger rolling stock in its entirety. This Standard applies to existing passenger rolling stock in respect of the Engineering Management (Part 3A) and the Maintenance Sections (Parts 3U to 3AA). Alternative processes, which provide an equivalent level of control and records, may be used subject to agreement with the HoRS.

The technical requirements defined in this Standard (Parts 3B to 3T, plus 3BB) are not intended for retrospective implementation on existing passenger rolling stock (other than as part of appropriate modifications).

When existing passenger rolling stock is modified, the scope and degree of compliance with the technical requirements defined in this Standard shall be assessed for reasonableness and agreed as part of the development and approval of the Particular Specification for that modification. The Standard provides requirements and process which shall be applied as follows;

a) The engineering and safety management section mandates requirements and processes (or approved equivalents - see Section 2.2 above) concerning the engineering controls to be applied when undertaking any work within RS Asset area.

b) The maintenance management section defines the minimum requirements to be satisfied in respect of the train maintenance for any passenger rolling stock fleet.

c) This standard provides the minimum technical requirements which need to be satisfied for any passenger rolling stock design or major modification. In addition, it provides a series of check lists, prompts and reminders of key elements which need to be addressed as requirements within a Particular Specification.

d) This standard provides the technical requirements which need to be satisfied, where practicable, for any passenger rolling stock minor modification. In addition, it provides a series of check lists, prompts and reminders of key elements which need to be addressed during the development of the modification.

This Standard shall not be used as a formal contract document but shall principally be used as a reference document by technical and project staff within LU during any of the following activities;

a) New design of a passenger rolling stock product,

b) New build of an existing passenger rolling stock product,

c) Modification of a new design of passenger rolling stock product post its initial approval,

d) Modification of an existing design of a passenger rolling stock product; for such modifications, the scope and degree of compliance with the Technical Requirements defined in S2180 shall be assessed for reasonableness,

e) Development or modification of the train maintenance regime for any passenger rolling stock.

Note: A 'product' in this context can mean a complete train, an individual car, a car system, a sub-system or a component.

In preparing this standard the following assumptions were made and Section BB3.1.4 requires the project to validate these assumptions and formally raise any identified issues;

a) The traction power supply will remain a 4 rail system with positive and negative conductor rail power supply,

b) The traction power supply voltage will be progressively increased as far as possible,

c) The track gauge will not be changed,

d) The introduction of new or modified rolling stock must not require an extended line closure(s),

e) Inter running between new and existing stock on a line, in passenger service, must be possible,

f) The normal operational mode on a line will progressively move from 'manually driven' to 'automatically operated',

g) The two basic designs of LU rolling stock (tube and surface) will be retained,

h) Cleaning of both deep tube and sub surface tunnels will be progressively enhanced to remove accumulated dirt and dust.

Note: The technical requirements in this standard are intended to be used primarily for new vehicles and systems. Specifications for spares to be fitted to existing stock should use the standards to which they were originally designed and built unless it can be demonstrated that the new standards meet or exceed the original requirements and do not cause any issues to arise, when, considered as a whole, one newly designed part or item is used with other older design parts or items.

An example is axles for new trains. These axles should be designed and manufactured to S2180 and do not need to be cold rolled. Axles for existing stock, designed and dimensioned to older standards must be cold rolled in accordance with those old standards.

This standard does not apply to Engineers Vehicles unless specifically stated otherwise in either this document or an Engineers Vehicles standard.

Purpose

This standard shall not be issued to suppliers as a formal Contract document. The principal purpose of this standard is to act as an internal LU reference document for;

a) Defining the detailed engineering and safety management requirements for effective control of passenger rolling stocks throughout their whole life.

b) Defining the maintenance management requirements for all passenger rolling stocks throughout their whole life.

c) Use during the preparation of Particular Specifications for passenger rolling stock design or major modification, including the relevant maintenance requirements.

d) Use during the preparation and development of minor modifications either by internal LU rolling stock engineers or by Third Parties.

Note: Reference should be made to the supporting Guidance Document G0180 'Passenger Rolling Stock Principles and Operation' for background information which will aid understanding of the rationale behind the requirements of both this Standard and of S1180. In addition to the above-mentioned guidance document, the use of 'Notes' throughout this Standard attempts to provide information to inform readers and to mitigate against 'institutional memory loss' over time, and newer staff perhaps not understanding the relevance, or more essentially, the importance, of a given aspect and the implication of noncompliance.

When undertaking project work falling within the scope of 1.1 c above, it is expected that the requirements shall be incorporated and, where appropriate, supplemented within the Particular Specification produced by a specific project. In addition to expanding the requirements of this standard as appropriate to suit the LU Client Brief, it is intended that the Project will further consider the various risk aspects that this standard highlights and ensure that these risks are managed by the Particular Specification in as much as they may be relevant to the Project scope.

Note: It is important that the project specifiers understand the context in which the requirement was originally written and that this is considered when rewriting the requirements for the specification to align with the project scope and deliverables. If in any doubt, the project should discuss this with the Head of Rolling Stock (HoRS).

All requirements are contained in Section 3 'Requirements'. Due to the bulk of material and to facilitate ease of use in cascading requirements, there are 28 alphabetical 'Parts' to Section 3. The last 'Part' of Section 3, Part BB, contains non-topic specific requirements with which an LU Project must itself comply.

Note: This Standard has been structured to help specifiers and topic specialists identify, group and extract requirements as easily as possible. To that end, and to provide some structure to navigation within the Standard, the main table of contents only gives the first level headings; from this point, navigation to the next 'Part' and its table of contents then goes to further levels of detail. A full, 3 level, 11 page, Table of Contents is given in Attachment 2. The software 'Find' function can help users in specific word searches, giving flexibility beyond a structured index.

This standard also provides access to information about techniques which have proved successful in LU use.

Further to the 'Note' above, in its pdf file published format, this document has buttons in the footer to enable users to easily navigate between the different 'Parts' of the Standard and back to the Main Table of Contents of the document.