Schedule 4 and 8 PR18 re-calibration working group

In our charges and incentives consultation, published in December 2016, we encouraged an industry-led approach to the re-calibration of Schedules 4 and 8 in PR18. To help start this process we hosted a series of regular meetings to agree with industry the approach for recalibrating each aspect of the regimes.

There are separate passenger, freight and charter Recalibration Working Groups to account for the significant differences in their regimes. The Working Groups are comprised of representatives from Network Rail and operators and also include wider stakeholders, including governments.

ORR organised and hosted Working Group meetings until June 2017; subsequent meetings have been led by industry. The table below summarises what was discussed in each of the ORR-led meetings.

Meeting Schedule 4 Schedule 8
Meeting 1 for passenger and freight operators

15 February 2017
Plan for the re-calibration

Priorities for Schedule 4 re-calibration
Plan for the re-calibration

Priorities for Schedule 8 re-calibration
Meeting 2 for freight operators

27 February 2017
  'Balance' in the freight regime

Network Rail and freight operator payment rates
Meeting 2 for passenger operators

10 March 2017
  RDG project plan for Schedule 8 re-calibration

Monitoring point weightings and cancellation minutes

Network Rail and passenger operator benchmarks
Meeting 3 for passenger operators

10 April 2017
Plan for re-calibration

Bus replacement costs

Train mileage costs

Contractual wording
Governance of re-calibration

ITT for phase 1 of re-calibration
Meeting 3 for freight operators

28 April 2018
Payment rates and funding of freight Schedule 4 regime

Contractual wording
Network Rail and freight operator payment rates

Network Rail and freight operator benchmarks
Meeting 4 for passenger operators

15 May 2017
ACS calculation

Bespoke compensation and Sustained Planned Disruption (SPD)

Contractual Wording

What has been agreed on Schedule 4

Next steps for the Re-calibration Working Group
Sustained Poor Performance (SPP)

What has been agreed on Schedule 8

Next steps for the Re-calibration Working Group
Meeting 4 for freight operators

27 June 2017
What has been agreed on Schedule 4

Next steps for the Re-calibration Working Group
What has been agreed on Schedule 8

Next steps for the Re-calibration Working Group
Meeting for charter operators

27 June 2017
  Network Rail and charter operator payment rates

Network Rail and charter operator benchmarks

Annual caps

Incident caps

Next steps for the Re-calibration Working Group

The slides presented at each ORR-led working group meeting are available below. The meeting notes (prepared by ORR and agreed by the relevant working group summarising the key actions and decisions agreed in the meeting) are also available below.

Meeting notes

Schedule 4&8 Re-calibration Working Group – Note summarising ORR led meetings

Meeting for Charter operators

Schedule 4 & 8 charter operator re-calibration working group meeting note - 27 June 2017

Slides on Schedule 8 re-calibration - 27 June 2017

Meeting 4 for Freight operators

Schedule 4 & 8 freight re-calibration working group meeting note - 27 June 2017

Slides on Schedule 4 & 8 re-calibration:  Key points of agreement so far - 27 June 2017

Meeting 4 for Passenger operators

Slides on Schedule 4 re-calibration - 15 May 2017

Slides on Schedule 4 & 8 re-calibration: Key points of agreement so far - 15 May 2017  

Schedule 4 & 8 re-calibration working group meeting note – 15 May 2017

Meeting 3 for Freight operators

Schedule 4 & 8 freight re-calibration working group meeting note - 28 April 2017

Slides on Schedule 8 re-calibration: Benchmarks in the freight regime - 28 April 2017

Slides on Schedule 4 re-calibration - 28 April 2017

Meeting 3 for Passenger operators

Schedule 4 & 8 re-calibration working group meeting note - 10 April 2017

Slides on Schedule 4 re-calibration - 10 April 2017

Meeting 2 for Passenger operators

Schedule 4 & 8 re-calibration working group meeting note - 10 March 2017

Slides on Schedule 8 re-calibration: Benchmarks in the passenger regime - 10 March 2017

Slides on Schedule 8 re-calibration: Monitoring point weightings and cancellation minutes - 10 March 2017

Meeting 2 for Freight operator

Schedule 4 & 8 freight re-calibration working group meeting note - 27 February 2017

Slides on freight Schedule 8 re-calibration - Payment rates in the freight regime - 27 February 2017

Meeting 1 for Passenger and Freight operators

Schedule 4 & 8 re-calibration working group meeting note - 15 February 2017

Slides for Schedule 4 & 8 re-calibration working group - 15 February 2017