TPE and Northern - Tens and tens and tens of new trains, routes and services. Well above the minimum they needed to provide.
In the case of Northern the ITT required them to get 120 x brand new 'self-powered' vehicles and suitable EMUs for Regional Express services. It was envisaged Northern would keep the 323s at the time of the ITT being written and they would take on the 350/4s for Regional Express services. However, with Porterbrook deciding they didn't want to continue leasing 323s to multiple operators it meant Arriva had to find alternatives to 323s with 319s not really being suitable due to slower acceleration and doubled up formations not fitting on platforms. So that meant the idea of a new EMU order became viable.
At present we don't know the exact number of diesel and electric carriages for Northern. We know 281 new carriages will be ordered and they'll be 55 diesel trains in 2 and 3 car formations and 43 electric trains in 3 and 4 car formations. From that I'd guess at around 130 diesel (slightly more than the minimum required in the ITT) and 150 electric.
In the case of TPE it's complicated because of the electrification delay. Bidders were told to look at post-electrification stock and pre-electrification solutions for more capacity. However, with the delays they went for new electric and bi-mode alongside the 185s.
We also know Northern will take on DMUs released by FGW and Scotrail and they are expected to take on most of the ones released. It has been mooted Northern will take the remaining LM 150s (so that they have all the 150/1s) with LM getting additional 153s in lieu.
Without a new order that leaves the following for available for LM bidders to propose using:
* 10 x 350/4s
* 17 x 323s
* 8 x 172s (from London Overground)
With the mention of possible new stock for Euston-Crewe and Birmingham-Liverpool I can see bidders proposing using the same type of new stock that TPE acquire for Manchester Airport/Liverpool-Scotland services. Maybe the idea of LM running services to Preston might re-emerge, it's not mentioned in the consultation but Govia were very keen on the idea they just kept getting told to come back at the next WCML recast, which keeps getting pushed back.