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RFT SMC-23-0892 - Appendix A - Services Brief
RFT SMC-23-0892 - Appendix A - Services Brief
SMC-23-0892
Strategic Business Advisor –
Western Sydney Airport (WSA)
Status: Final
Revision 1.0
OFFICIAL
Metro Body of Knowledge (MBoK)
Table of Contents
Acronyms & Terms Definitions ............................................................................................4
1. Introduction ..............................................................................................................7
1.1. Transport for NSW .......................................................................................7
1.2. Sydney Metro ...............................................................................................7
1.3. Department of Infrastructure, Transport, Regional Development and
Communications ..........................................................................................9
1.4. Western Sydney City Deal ...........................................................................9
1.5. Shaping Sydney’s future ..............................................................................9
1.6. Strategic Context........................................................................................10
1.6.1. Redefining Sydney’s Growth ...................................................... 10
1.6.2. Future Transport ........................................................................ 10
1.7. Sydney Metro - Western Sydney Airport (SMWSA) Project .......................11
1.8. Sydney Metro Strategic Objectives ............................................................11
1.8.1. Delivery Commitments ............................................................... 11
1.8.2. Successful Engagement ............................................................ 11
1.8.3. Operational Excellence .............................................................. 11
1.8.4. Financial Responsibility ............................................................. 11
1.8.5. Organisational Capability ........................................................... 12
1.9. Sydney Metro Vision, Mission and Values .................................................12
1.9.1. The workplace environment ....................................................... 13
1.10. Sydney Metro working relationship ............................................................13
1.11. Sydney Metro approach to sustainability ...................................................13
2. Scope of Services ..................................................................................................15
2.1. Introduction ................................................................................................15
2.1.1. The role ...................................................................................... 15
2.1.2. Context....................................................................................... 16
2.2. General Obligations ...................................................................................16
2.3. Conduct, Ethics and Probity .......................................................................17
2.4. COVID-19 workplace control measures .....................................................17
2.5. Tasks and Functional Requirements ..........................................................18
2.5.1. General Requirements ............................................................... 18
2.5.2. Functional Requirements ........................................................... 18
2.6. Deliverables ...............................................................................................18
2.7. Consultation ...............................................................................................19
2.7.1. Agency Consultation .................................................................. 19
2.7.2. Community Consultation ............................................................ 19
2.8. Other elements of Sydney Metro ...............................................................19
2.9. Disputes involving the Principal .................................................................19
3. Service Provider’s Team .......................................................................................20
3.1. Working Relationship .................................................................................20
3.2. Service Provider Team Establishment .......................................................20
3.3. Key Person.................................................................................................20
3.4. Key Person Retention ................................................................................21
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Definitions
An organisation formed out of RailCorp from the NSW rail industry reform process. Sydney Trains will
NSW Trains
serve Sydney customers. NSW Trains will serve intercity and regional customers.
O&M Operations and Maintenance
ONRSR Office of the National Rail Safety Regulator
Includes an individual, a corporation, an association or joint venture (whether incorporated or
person
unincorporated), a partnership and a trust.
Means Sydney Metro's Project data collaboration system, to be utilised in respect of the Project as
PDCS
determined by Sydney Metro, e.g. TeamBinder.
PPP Public Private Partnership
Project Deed Means the contract between Sydney Metro and a major works contractor.
PSHL Project Safety Hazard Log
Means the Project Safety Management Plan for the NWRL Project, as provided by TfNSW from time
PSMP
to time.
RAMS Reliability Availability Maintainability Safety
The scope of the Project as determined by the NSW Government as a result of the Project Definition
Reference Design
Phase. The Reference Design consists of the Reference Scope and technical requirements.
RIM Rail Infrastructure Manager
RSO Rolling Stock Operator
RSW Rail Safety Worker
RTO Rail Transport Operator
A systematic and independent examination to determine whether safety activities comply with
Safety audit planned arrangements, are implemented effectively and are suitable to achieve objectives; and
whether related outputs are correct, valid and fit for purpose.
SAP Safety Assurance Plan (may be also called an Engineering Safety Management Plan)
SAR Safety Assurance Report (also known as a safety case)
SAS Safety Assurance Statement
Service Provider Means an entity appointed by Sydney Metro to provide professional services.
Means the services that must be provided by the Service Provider including as set out or referred to
Services in this Services Brief, and any incidental or related services requested in writing by Sydney Metro, as
may be varied.
SFAIRP So Far As Is Reasonably Practicable
SMP Safety Management Plan
SMS Safety Management System
State State of New South Wales.
SWMS Safe Work Method Statement
Sydney Metro means Sydney Metro (a New South Wales Government Agency constituted under the
Sydney Metro
Transport Administration Act 1988 (NSW)) (ABN 12 354 063 515), the Principal under the Contracts
Sydney Metro
Means the former North West Rail Link, i.e. operating metro railway between Tallawong Station at
Northwest or
Rouse Hill and Chatswood.
SMNW
Sydney Metro City
Means the metro railway between Chatswood and Bankstown, including 15.5km of twin metro railway
& Southwest or
tunnels from Chatswood to Marrickville under Sydney Harbour.
SMCSW
Sydney Metro
Means the metro railway that will link St Marys to the Western Sydney International (Nancy Bird
Western Sydney
Walton) Airport and the Aerotropolis.
Airport or SMWSA
Sydney Metro West Means the metro railway that will connect the Sydney CBD and Parramatta, linking communities
or SMW along the way with a new underground railway.
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Definitions
An organisation formed out of RailCorp from the NSW rail industry reform process. Sydney Trains
Sydney Trains
serves Sydney customers. NSW Trains serves intercity and regional customers.
TfNSW or Means Transport for NSW (a New South Wales government agency constituted under the Transport
Transport Administration Act 1988 (NSW)) (ABN 18 804 239 602).
WHS Work Health & Safety
Works Means the works to be performed by a major works contractor under a Project Deed.
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1. Introduction
This Services Brief is presented in four sections as follows:
1. Introduction: provides an introduction to Sydney Metro, including Sydney Metro
Northwest, Sydney Metro City & Southwest, Sydney Metro West and Sydney Metro
Western Sydney Airport;
2. Scope of Services: describes the Services to be provided under this engagement;
3. Service Provider’s Team: describes the organisational structure, the required skills
and experience of the Service Provider’s team members and how they will integrate
with Sydney Metro’s team members in the delivery of the Services; and
4. Management of Services and General Processes: details the strategies and
management plans required to deliver the Services; and sets out the requirements
for assuring the delivery of the Services.
1.1. Transport for NSW
TfNSW provides a strategic focal point for transport coordination, policy, integrated transport
service and infrastructure planning and delivery.
TfNSW is responsible for improving the customer experience, planning, program
administration, policy, regulation, procuring transport services, infrastructure and freight.
Transport operating agencies have been freed up to focus on service delivery – providing safe,
reliable, clean and efficient transport services.
Further details on TfNSW are provided at www.transport.nsw.gov.au.
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• Genuine collaboration
• Working smarter
Sydney Metro invites our contractors to adhere and uphold these values in its dealings with
Sydney Metro, all other contractors and Stakeholders that are in any way involved in Sydney
Metro. Our values support us in working together to achieve agreed outcomes.
Programs and initiatives are in place to embed these values and recognise individuals and
teams for consistently demonstrating them.
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2. Scope of Services
2.1. Introduction
The Service Provider is responsible for providing a Strategic Business Advisor on a part-time
(minimum 3 days per week) or full-time basis to the Principal in respect of the Western Sydney
Airport (WSA) project for the period ending 30 June 2024 with options to extend for a further
two (2) x 12 month periods.
• Local Councils.
• Facilitating a key focus areas workshop to illicit all the possible areas that may cause
interface issues between SM-WSA and WSACo.
• Provide strategic advice to the Project Director and the Head of Delivery for
representation at the Interface Control Group or the Interface Steering Group.
• Provide mentoring and support for all SM-WSA staff specifically focusing on Airport
resources.
• Navigate Sydney Metro into the best possible position for any future extension projects
that may be sponsored by the Commonwealth.
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2.1.2. Context
2.1.2.1. Background Strategic Context
The population of Greater Sydney is projected to grow to eight million people over the next 40
years, with the population of the Western Parkland City to grow to over 1.5 million people,
accompanied by significant employment growth. The Greater Sydney Region Plan sets the
vision and strategy for Greater Sydney to become a global metropolis of three unique and
connected cities, the Eastern Harbour City, the Central River City and the Western Parkland
City. The Western Parkland City is bounded by the Blue Mountains to the west and Prospect
and Bankstown to the east. It incorporates the future Western Sydney International (Nancy-
Bird Walton) Airport (hereafter referred to as Western Sydney International) and Western
Sydney Aerotropolis (hereafter referred to as the Aerotropolis), as well as the Penrith,
Liverpool and Campbelltown-MacArthur urban areas.
A joint NSW and Australian Government Western Sydney Rail Needs Scoping Study was
prepared to inform the rail connections needed throughout the Western Parkland City. This
study identified a north-south rail corridor connecting Tallawong Station in Rouse Hill with
Macarthur via St Marys and Western Sydney International as critical to integrated land use
and transport planning for the future of the Western Parkland City.
The Draft North South Rail Line and South West Rail Link Extension Corridors Strategic
Environmental Assessment further investigated this corridor and proposed the protection of
two rail corridors in Western Sydney for future rail infrastructure for passenger train services
– the North South Rail Line (now known as Sydney Metro Greater West) and the South West
Rail Link extension. Mass transit for the Western Parkland City is also identified as a key
element in the Future Transport Strategy 2056, the Greater Sydney Region Plan and the
Western City District Plan.
Sydney Metro proposes to construct and operate a new metro rail line (known as Sydney
Metro Greater West)) with intermediate stations between the T1 Western Line in the north at
St Marys to the Aerotropolis in the south.
The new railway line would become the transport spine for the Western Parkland City’s growth
for generations to come, connecting communities and travellers with the rest of Sydney’s
public transport system with a fast, safe and easy metro service. Sydney Metro Western
Sydney Airport (the Project) would enable the realisation of the vision for Western Sydney
International and the Aerotropolis, by connecting people to employment, education, shops,
services and recreation facilities.
Once complete, the new high-capacity and high-frequency metro rail line would create
passenger rail access to Western Sydney International and the Aerotropolis, and would help
optimise land use and development, creating precincts and places at station locations and
helping stimulate economic activity and innovation through the co-location of industries.
(c) Coordinating input from the project team, other service providers and external
stakeholders, including all necessary consultation.
(d) Providing high quality services and documentation.
(e) Supporting the Sydney Metro Program Office in the delivery of an environmentally
sound infrastructure project.
The Service Provider may include agreed specialist sub-contractors necessary to fulfil the
requirements of the Services. Where a sub-contractor is included the Service Provider is fully
responsible for the sub-contractor’s compliance with the requirements of the Agreement and
Services Brief, including in respect of exclusivity where it is a requirement.
Details of the general and administrative tasks and deliverables that must be undertaken and
provided by the Service Provider are described in Section 4 of this Services Brief.
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All staff and contractors must follow the current COVID-19 workplace control measures across
Transport workplaces.
2.6. Deliverables
The deliverables for the Strategic Business Advisor (CSW) will be determined and agreed as
part of the ongoing service to meet the needs of the project.
The role will be required to;
(i) liaise with the Interface Managers, the integration team and the delivery team to
ensure strategic priorities of the project are developed, negotiated and executed
via the interface agreements.
(ii) support any additional task as required from the SM-WSA Leadership team.
Due to the nature of this task, the deliverables will change during the duration of the
engagement.
The initial deliverable set will consist of:
• A review of any procurement gaps between the SSTOM, SBT and SCAW contracts to
develop a proposed scope for a future Final Auxiliary Works (FAW) package.
2.7. Consultation
Key interfaces may exist with various internal Sydney Metro stakeholders and other project-
related Service Providers and consultation as is necessary for the delivery of the services is
an essential element of the work.
Consultation with external stakeholders is envisaged to be a key element of the services
delivery and is to be undertaken as set out below.
(a) to ensure that all relevant documents and records within the Service Provider’s
possession, custody and/or control are maintained (daily diaries, records of
progress, as built programs etc);
(b) to locate, collate and/or provide relevant documents and records to the Principal;
(c) to attend conferences, including with the Principal’s external legal advisors; and
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communication with the Principal’s management team and key advisors. This also promotes
consistency and cohesion of policy, procedure and guidelines across the Project for all
Principal and Service Provider engagements.
Project Office – Contractor premises/co-located premises
The Sydney Metro offices including the Service Provider personnel in it may be required to
relocate to one or more site offices provided by Sydney Metro or its contractors. Sydney Metro
will provide relocation services and all office accommodation as tabled.
Principal Office accommodation provisions – organisation chart positions
Item Provision
By the Principal
Accommodation Accommodation for the Principal Site Office including kitchen, meeting, bathroom, and
standard workstations will be provided and maintained by the Principal’s Project Office.
This office will be established as an Activity Based Workplace and Service Providers will
be required to adopt the principles of this working environment.
Stationery Standard basic stationery items including pens, pencils note and writing pads, paper,
staplers, 2 hole punch, ruler, scissors, flag tags, folders. Access to equipment grade
stationary held by the Principal such as laminators, binders, industrial hole punches etc.
will be make available to Service Providers for reasonable use. Specialist items and
equipment not already procured by the Principal will need to be purchased, arranged and
remain property of the Service Provider.
IT Hardware The Principal will supply the Service Provider with a Laptop and, a Laptop charger, for the
course of their engagement on the Sydney Metro Project. The Laptop and Charger are
required to be returned at the termination of the agreement. The Service Provider may be
liable for any damage caused to the IT hardware during the course of their engagement.
The Principal will provide the Service Provider with access to workpoint landline
telephony.
The Principal will not supply the Service Provider with any mobile phone or tablet
hardware. Any provision of these and operating costs associated with these devices are
at the Service Providers expense.
Encrypted portable drives are available from the Sydney Metro IT support desk as a loan
to assist with the transfer of data. Unencrypted portable devices (USB or Hard drives)
must not be used for Sydney Metro/Sydney Metro data transfer/storage.
IT Software and The Principal will provide standard Office IT software or programs necessary to undertake
programs the services.
The Principal will not issue petty cash or any other form of reimbursement to Service
Providers for IT software.
The Principal does not allow for the installation of independent IT networks with its offices.
Information The Service Provider will be given access to the nominated PDCS and/or EDRMS
Management (TeamBinder, Objective/iCentral or both) and associated training where access to these
systems is approved by the Sydney Metro Information Manager.
Service Providers must ensure all information, correspondence, documentation and
intellectual property (including associated metadata) is generated, maintained and
retained within the Principal’s approved PDCS and/or EDRMS.
Data Security: The Service Provider agrees that where sensitive information is stored in
an externally hosted environment (for drafting prior to submission), they may be subject to
NSW Government and/or Sydney Metro security policies, and will need to adjust
processes accordingly.
IT Support IT support is only available for TfNSW-issued hardware and software.
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Item Provision
Business Travel Travel costs within the Sydney metropolitan area are not reimbursable. The Principal will
not provide nor make any reimbursement for travel by way of air, taxi or private vehicle
use.
Pool vehicles will be available for use by Service Providers, subject to availability via the
Principal’s booking system, and for official business purposes only.
Service Providers may only travel by way of taxi in the capacity of passenger when
accompanying an Officer of the Principal for official business purposes of the Principal
only.
Petty Cash The Principal will not issue petty cash or other form of reimbursement for any purchases
by Service Providers.
Support The Principal will allow booking and use of meeting room facilities Service Providers may
Services utilise presentation equipment in rooms booked, eg, Smartboards, Video Conferencing
and Team with Tech
Service Providers will be supplied with a temporary personal locker for the period the
Service Provider works out of the Principal’s office (Macquarie Park office only)
The Principal will provide the Service Provider with access to printing, scanning,
photocopying and faxing
The Principal will not provide parking for the Service Provider, nor provide reimbursement
of parking expenses
The Principal will provide the Service Provider with a building access pass for the duration
of time spent working within the Principals office.
The Service Provider may utilise end of trip facilities where these are available.
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4.3.1. Storyboarding
For major reports, prepare tables of contents initially then ‘storyboards’ of the key content and
layout before detailed development.
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Acceptable file formats include Microsoft Office (2003 or later suite of programs, and Excel
spreadsheets with formulae included), and where requested also in unprotected Adobe PDF
format, or other formats as directed by the Principal.
Documents must comply with the current accessibility requirements for Web Content
Accessibility Guidelines (WCAG) as required by the Australian Government through the
Disability Discrimination Act 1992, for all documents required to be made publicly accessible
by the applicable project Planning Approval or General Specification.
4.8. Competency
All of the positions included in this Services Brief are designated as Rail Safety Workers and
will be required to undergo competency assessment in accordance with the Sydney Metro
Project Safety Management Plan. In addition, all roles will be required to hold and maintain
the necessary Sydney Trains rail corridor induction training authority (e.g. Rail Industry Safety
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Induction or equivalent) and maintain a Rail Industry Worker (RIW) Card and the necessary
health assessment records at the expense of the Service Provider.
In addition Sydney Metro is an Authorised Engineering Organisation (AEO) under Asset
Standards Authority requirements. As such there are minimum technical and engineering
competency requirements applicable to certain roles within Sydney Metro. These are defined
in the Sydney Metro Engineering Competency Management Plan and the Service Provider
will be required to comply with it, where applicable.
4.9. Sustainability
Sydney Metro is committed to procuring sustainable products, works and services where
possible. The Sydney Metro Environment and Sustainability Statement of Commitment
requires that environment and sustainability specific processes are applied to the procurement
of delivery activities, with the supporting objective to “influence contractors, sub-contractors
and suppliers of materials to adopt sustainable practices”.
Sydney Metro requires the Service Provider to:
(a) Comply with the Sydney Metro Environment and Sustainability Statement of
Commitment specifically in relation to supply chain management; and
(b) Work with the Sydney Metro Sustainability Team Representative, to ensure best
practice is adopted throughout the provision of the Services.
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An overview of Sydney Metro - Western Sydney Airport project is available at: Project overview
| Sydney Metro.
The City Deal commits all levels of government to work together to deliver more jobs for
Western Sydney and improve the regions liveability through 38 commitments, including better
connectivity, an improved environment and more housing and education outcomes for the
region.
City-shaping metro rail delivered by the project would support nationally significant growth in
Western Sydney, including the new airport, by providing a transport link that can sustainably
shape growth while providing fast and efficient accessibility between new and existing
residential centres and employment hubs across Greater Sydney.
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1
Department of Prime Minister and Cabinet, Smart Cities Plan, 2016
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2 Deloitte, Western Sydney, 2015; referenced in Australian Government, Department of the Prime Minister and Cabinet, Smart
Cities Plan, 2016, page 11
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3
Infrastructure Australia, Australian Infrastructure Plan, February 2016
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4 Australian Government, Department of Infrastructure and Regional Development, Western Sydney Airport Business Case
Summary, 2016, http://westernsydneyairport.gov.au/files/WSA_Business_Case_summary.pdf.
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In September 2015 the NSW Premier released 30 State priorities, including 12 Premier’s
priorities for 2015-2019. An update to the Premier’s priorities was provided in 2019 with an
aim to keep the economy strong, create jobs, deliver world-class services, protect the
vulnerable and ensure that all NSW citizens and communities share in the State’s success.
The Premier’s Priorities set the overarching framework for land use planning and transport
infrastructure planning and policy in NSW.
Key priorities relevant to the project include achieving ‘well-connected communities with
quality local environments’ and maintaining a ‘strong economy’ through creating jobs.
Over the next 15 years, NSW will require new infrastructure to be built that will support 40
per cent more train trips, 30 per cent more car trips and 31 per cent more households (NSW
Government, 2015). Sydney Metro - Western Sydney Airport is a key project in this
infrastructure build which would help cater for increased trips in the Western Parkland City.
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5
Draft Greater Sydney Region Plan, Greater Sydney Commission, October 2017
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• Eastern Harbour City – The established Eastern Harbour City will continue to grow as
Australia’s global gateway, with a strong financial, professional, health, education and
innovation economy.
The Plan sets the vision and strategy for Greater Sydney and was developed concurrently
with the metropolitan transport plan, Future Transport 2056, and the State Infrastructure
Strategy to align land use, transport and infrastructure outcomes for Greater Sydney for
the first time in a generation.
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This Project will kickstart the development of the Western Parkland City by providing the
city shaping mass transit infrastructure to encourage development and connect it with
other key Western and Greater Sydney centres.
• The creation of a Western Economic Corridor that will attract globally significant
defence and aerospace activities and contribute to a strong trade, freight, logistics,
advanced manufacturing, health, education and science economy. This will produce
knowledge-intensive jobs close to areas of high population growth and drive the
development of the corridor and the metropolitan cluster.
• The city will include housing diversity around centres and transit nodes.
6
Greater Sydney Commission, Western City District Plan, March 2018
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In 2018, Infrastructure NSW updated the SIS to guide investment of proceeds from the
Rebuilding NSW initiative. The update set a number of strategic directions:
• Continuously improve the integration of land use and infrastructure planning
• Plan, prioritise and deliver an infrastructure program that represents the best possible
investment and use of public funds
• Optimise the management, performance and use of the State’s assets
• Ensure NSW’s existing and future infrastructure is resilient to natural hazards and
human-related threats
• Improve state-wide connectivity and realise the benefits of technology
• Drive high quality consumer-centric services and expand innovative service delivery
models in infrastructure sectors.
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