Might I add in with some interesting remarks made from Hitachi during a recent talk on the SET/Class 800/801 to which I attended.
Firstly, Hitachi confirmed that the MTU power units for the Class 800 (I did not ask with regard to the Class 801) are on a 10 year lease. At 10 years, Agility Trains can then extend the lease or return the power units to MTU. This would happen if (more likely when) the Class 800s became Class 801s due to the expansion of electrification in CP6-7. Very interesting and logical contracting I thought.
Secondly, the follow on orders within the original IEP specification/tender are cancelled/voided/over (I forget the specific term used). By follow on orders I mean the GWML Newbury-Penzance add on; GWML/Oxford electric add on; ECML/Cambridge/Kings Llyn add on; and the WCML/Northampton add on. Hitachi stated that the relevant operators would be responsible for ordering more Class 800/801 for these services if they thought they were an operational requirement. Thus, if FGW or the future operator believed Class 800s for Penzance are superior to HST refurbished for Penzance then it would be entirely for the operator and ROSCO to order Class 800s (Imagining the wires dont reach Penzance for Class 801s). Again, very interesting and logical contracting.
Thirdly, within FGW DfT remit to source EMU units for the electrified GWML there are two sorts of requirements. One which can be addressed by Class 319s, Adventra's, Desiro City's or AT100/200 half breed (Hitachi's wording by taking the benefits of the AT 100 and 200 to make a bespoke unit for the GWML Class 165/166 replacements). The other requires a 125/140 mph EMU for the Oxford fasts which are currently a HST diagram. Thus FGW/DfT can order the proposed 5 Car Class 801s first required within the IEP deal, but now as a separate order through a ROSCO at reduced cost. This would then allow for Hereford/Worcester 5 car Class 800 services to be doubled with a 5 car Class 801 between Paddington and Oxford. Again, very interesting and logical.
One other thing I wish to add to the forum, I also attended a talk from the boss of EMT who went onto explain in good length the reasons for not proceeding with pre-Operation Thor. I am sure members remember that before plans to add a pantograph to Class 220, EMT tooted the idea of adding a pantograph to Class 222. The cost of this and Operation Thor would match the cost for a like for like brand new EMU! The 220/221/222 to receive a pantograph/transformer coach would need a total re-build of the entire train. The cost match directly for a new build and as such, Operation Thor and relevant to EMT the original plans were dropped for being uneconomical. EMT did not say which 125mph EMUs they were considering, but noted that the Class 801 is a contender.