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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Establishing a Corporation-Wide
Asset Management Program Asset Management Ontario
February 14, 2017
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Agenda Establishing a Corporation-Wide Asset Management Program
Guelph’s AM Background Introduction to the City of Guelph
Our Asset Portfolio
A Brief History
Corporate Asset Management Department
Communications and Buy-In Going Back to the Basics
Communicating our Collective Role
Asset Management Reporting
Documents in the AM System
Establishing the AM Roadmap Establishing the Course of Action
A Top-Down Approach
A Diagnostic Approach
Key Roadmap Items
Looking to the Future Work Plan and Next Steps
Measuring and Reporting Progress
2016-2020 Roadmap
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Introduction to the City of Guelph Guelph’s Asset Management Background
Population of approximately 130,000
Approximately $4 billion in infrastructure
assets
500 km linear infrastructure network
Single-tier municipality
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Our Asset Portfolio Guelph’s Asset Management Background
$4 Billion in Total
Which is $30,000
per Guelph resident
Administrative Facilities $111M
3%
Corporate Vehicles and Equipment
$40M 1%
Culture and Recreation
$296M 7%
Emergency Services $78M 2%
Information Technology
$7M <1%
Parking $58M 1%
Solid Waste $59M 2%
Stormwater $558M 14%
Transit $77M 2%
Transportation $1,549M
39%
Wastewater $560M 14%
Water $615M 15%
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
A Brief History Guelph’s Asset Management Background
Various departments had been
practicing good asset management for a
long time.
Finance and Engineering had been
building the case for a number of years.
Created a Corporate Asset Management
division in March 2016.
The division is located in the
Engineering Department, but it has a
corporate focus.
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Corporate Asset Management Department Guelph’s Asset Management Background
Corporate Asset Management
Manager, Corporate Asset Management
Analyst, Corporate Asset Management
Infrastructure Program Manager
GIS Specialist
Hybrid Structure (Centralized, but also
Decentralized)
IT have an Asset Control Officer
Fleet have an Asset Lifecycle Analyst
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Establishing the Course of Action Establishing the AM Roadmap
Get to know the people
Understand the organization structure
Understand the assets that we have,
and who is responsible for what.
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
A Top Down Approach Proposed Asset Management Work Plan
Bottom-up
Top-Down
Supports the 80/20 rule
Identifies broad opportunities that
we can “drill down” into
Outputs are detailed and have a
high degree of confidence
More comprehensive process
improvement
Corporate Asset
Management
Planning and
Policy
Asset System
Management
Planning
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
A Diagnostic Approach Establishing the AM Roadmap
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A Diagnostic Approach Establishing the AM Roadmap
Self Assessment Methodology Plus (SAM+)
Allows assessment of capability of BSI PAS
55:2008 and ISO 55001, including:
Strengths and weaknesses;
Deficiencies;
Areas of excellence.
Source: https://theiam.org/products-and-services/Self-Assessment-Methodology
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
A Diagnostic Approach Establishing the AM Roadmap
0
1
2
3
4
5Asset Management Policy
Levels of Service andPerformance Management
Demand Forecasting
Asset Register Data
Asset Condition
Decision Making
Risk Management
Operations and MaintenancePlanning
Capital PlanningFinancial and Funding Strategies
Aset Management Teams
Asset Management Plans
Management Systems
Information Systems
Service Delivery
Continuous Improvement
Current Maturity Target Maturity
International Infrastructure Management
Manual (2015)
Provides a maturity index for each area of
the asset management system.
Also links to ISO 55000.
Provides guidance on the implementation in
each area.
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
A Diagnostic Approach Establishing the AM Roadmap
Asset
Management
Component
Current Maturity Target Maturity How We Plan to Get There Timing
Asset
Management
Policy
Development
AM System scope is defined and
documented. Strategic context
(internal, external, customer
environment) analyzed and
implications for the AM System
documented In the Strategic AM
Plan
AM Policy and Strategic AM Plan
fully integrated into the
organization's business processes
and subject to defined audit, review
and updating procedures.
The City’s Asset Management Policy
is included in Appendix A of this plan.
As the Asset System Management
Plans are developed in 2018-2019,
they will incorporate detailed work
plans, resources, responsibilities and
timeframes.
2018-2019
Levels of
Service and
Performance
Management
Asset contributions to
organization’s objectives and some
basic levels of service have been
defined. Customer Groups defined
and requirements informally
understood.
Customer communications plan in
place. Levels of service are integral
to decision making and business
planning.
A comprehensive level of service
strategy is planned for 2017, which will
meet the target requirements.
2017 Capital Project: Corporate Level
of Service Framework
2017-2018
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Guelph’s Key Roadmap Items Establishing the AM Roadmap
Establish AM
Governance
Structure and
Steering
Committee Asset
Management
Policy and
Strategic
Direction
Corporate Asset
Management
Plan
Asset Risk and
Prioritization
Frameworks Asset System
Management
Plans
Continuous Improvement
Q2 2016 Q1 2017 Q1 2017 Q4 2017 Q4 2017 Q1 2018
Asset Inventory
and Condition
Assessments
Continuous Improvement
Level of Service
and Performance
Measurement
Framework
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Communications and Buy-in Communications and Buy-In
The Value Proposition:
Helps protect and enhance the quality of
life in Guelph by ensuring the best
possible decisions regarding our assets.
Supports evidence-based business
cases for budgets and long term
financial forecasts.
Drives longer term thinking and planning.
Supports financial sustainability.
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Going Back to the Basics Communications and Buy-In
Providing
Satisfactory
Levels of Service
Managing Risks
Optimizing Lifecycle
Costs
Making the Best
Possible Decisions
About Assets
All based on a clear
understanding of the long term
objectives and purpose
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Communicating Our Collective Role Communications and Buy-In
Understanding
Requirements
Forecast
Future
Demand
AM Policy and
Strategic
Direction
Define Levels
of Service and
Performance
Assess Asset
Condition
Understand
the Asset Base
(the Inventory)
Identify Asset
and Business
Risk
Lifecycle Management
Strategies
Financial and Funding
Strategies
Capital Works
Strategies
Maintenance
Strategies
Operational
Strategies Decis
ion
Makin
g T
ech
niq
ues
Lifecycle
Delivery
Continuous
Improvement
Quality
Management
Information
Systems and
Tools
Asset
Management
Plans
Asset
Management
Teams
Asset Management Enablers
Service
Delivery
Legal
Each Department
Communications
Human Resources
Council, Senior
Management Finance
IT
Operations GIS and IT
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Asset Management Reporting Asset Management Policy
Service Providers
and Working Groups
Deliver and
manage the
service from
day to day
Corporate
Asset Management
Work with
service providers
and working
groups to
generate AM
documents
Asset Governance
Approve and/or
provide
feedback
Asset Management
Steering Committee
Review
documents, and
provide
feedback
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Documents in the AM System Communications and Buy-In
Organizational Strategic Plans and Corporate Administrative Plan (2016-2018)
Outlines the organizational vision, goals and objectives
Asset Management Policy Outlines the principles, requirements and responsibilities for asset management,
linked to the organizational strategic objectives
Corporate Asset Management Plan
Outlines the objectives, practices, and action plans for asset management improvement, audit and review.
Asset System Management Plans
Provides an overview of the asset/service, levels of service, demand forecasts, lifecycle activities, and financial forecasts
Operational Plans and Work Programs Guides day to day activities of staff and contractors.
Completed
Next Steps
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Rationale for the AM Policy Communications and Buy-In
Defines where we are heading on
our asset management journey.
Sets out the key principles and
goals that will guide our mission.
Outlines our vision of success, and
how progress will be measured.
Included in the Appendix of the
2017 Corporate Asset Management
Plan.
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
How the Policy was Developed Communications and Buy-In
Collaborative approach.
Workshops with Council and the
Asset Management Steering
Committee.
Established collective goals and
guiding principles.
Will serve as our guide on our asset
management journey.
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Asset Management Plan Communications and Buy-In
Levels of Service
What we provide
Executive Summary
Concise summary of the plan
Introduction
Why we need a plan
State of the Assets
Inventory and condition
Lifecycle Management Strategy
How we provide the service
Financing Strategy
What it will cost and how we will pay for it
Improvement Monitoring
Where we go from here
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Asset Management Plan Maturity Looking to the Future
2017-2018
Now
Source:
International Infrastructure
Management Manual,
2015
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Work Plan and Next Steps Looking to the Future
Identified initiatives to 2020 including:
Actions related to improving future
asset management plans; and
Actions to advance the City’s
overall asset management
capabilities.
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Measuring and Reporting Progress Continuous Improvement
0
1
2
3
4
5
Asset ManagementPolicy Levels of Service and
PerformanceManagement
Demand Forecasting
Asset Register Data
Asset Condition
Decision Making
Risk Management
Operations andMaintenance Planning
Capital PlanningFinancial and Funding
Strategies
Aset ManagementTeams
Asset ManagementPlans
Management Systems
Information Systems
Service Delivery
ContinuousImprovement
Current Maturity Target Maturity
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2016-2020 Roadmap Continuous Improvement
2016 2017 2018 2019 2020
City
of G
ue
lph
Ass
et M
an
ag
em
en
t R
oa
dm
ap
1.1. Asset Management
Governance Structure
1.3. Corporate Asset Management Plan
2.1. 2017-2026 Capital
Budget
4.1. Integrated Capital Planning Process Development 4.2. Decision Support Functional Review
8.1. Enterprise Asset Management Implementation (CMMS)
9.1. Corporate Level of Service Framework
10.1. Water and Wastewater Risk Management Framework
7.2. Water and Wastewater GIS Data Modeling
1.4. Service Area Asset Management Plans
10.2. Corporate Asset Risk Management Plan
11.1. Asset Condition Assessments and Framework Development
12.1. Corporate Asset Preventative and Corrective Maintenance Strategy
13.1. Asset Management Maturity and
Capability Audit
4.3. Asset Management Decision Support System
14.1. Asset Management Performance
Reporting
1.2. Asset Management Policy
1.6. Corporate Asset Management Plan
Update
1.5. Asset Management Policy Update
2.2. 2018-2027 Capital Budget 2.3. 2019-2028 Capital Budget 2.4. 2020-2029 Capital Budget 2.5. 2021-2030 Capital Budget
9.2. Detailed Service Review Pilots
6.1. Water, Wastewater and Stormwater
Master Plan
9.3. Service Level Agreement Review
5.1. Asset Ownership Review
7.1. Asset Hierarchy and Register
9.4. Level of Service Predictive Modeling
8.3. Continuous EAM Improvement, Operationalization, and Support
10.3. Predictive Analytics Updates and
Improvements
12.2. Detailed
Maintenance Strategies
3.1. Asset Full Lifecycle Costing Models
Aware Advanced
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Closing Remarks Establishing a Corporation-Wide Asset Management Program
Our key lessons learned so far:
Keep it simple and understandable.
Self assessment frameworks can provide a
quick way of establishing key opportunities.
Collaboration is key: Involve Council and Staff
across the organization where possible.
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Establishing a Corporation-Wide Asset Management Program Asset Management Ontario – February 14, 2017
Thank you Questions and Discussion
Contact Details
Daryush Esmaili | Manager of Corporate Asset Management
519-822-1260 x 2765
For more information, visit
guelph.ca/assets