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ISO 55001 : 2014ASSET MANAGEMENT SYSTEM
What can Local Government learn from ISO 55001?
What is ISO 55001?
• Management System for managing assets• “What to do” NOT “How to do it”• Can be applied to any Assets, not just built assets• The organisation determines scope - which assets?• Asset lifecycle approach• Strong focus on risk management
Council Management Systems
Context and Interdependencies
Asset Management
System
Strategic Management
System
Financial Management
System
Risk Management
System
Environmental Management
System
Information Management
System
Quality Management
System
Legal Management
System
Human Resource
Management System
Health & Safety Management
System
Application
AlignmentOrganisation Objectives
Operations and Physical Works
Functional Services
Functional Services
Council Asset Management System
ASSET DEVELOPMENT
TOP MANAGEMENT
ASSET MANAGEMENT (WHOLE OF LIFE)
OPERATIONS / MAINTENANCE
Condition / performance / riskForward works program / valuation
PLANNING
Assess asset related business needsIdentify options (asset / non‐asset)
Option analysisPlan agreed
ACQUISITION
New assetsAsset commissioning
Asset registerAsset management system
DISPOSAL
RetirementRenewal (replace/refurbish)Residual valueRedeployment
Asset Outcome Review and Monitoring
DESIGN
Assess asset related business needsIdentify options (asset / non‐asset)
Option analysisPlan agreed
CONSTRUCTION
New assetsAsset commissioning
Asset registerAsset management system
BUSINESS PLAN
Business strategiesAsset management policy
Level of service requirements
ORGANISATIONALOBJECTIVES
Business outcomesBusiness sustainability
FUNCTIONAL SERVICES
Finance, HR, Communication, SMS, EMS, QMS
Council Asset Management System
ASSET DEVELOPMENT
TOP MANAGEMENT
ASSET MANAGEMENT (WHOLE OF LIFE)
OPERATIONS / MAINTENANCE
Condition / performance / riskForward works program / valuation
PLANNING
Assess asset related business needsIdentify options (asset / non‐asset)
Option analysisPlan agreed
ACQUISITION
New assetsAsset commissioning
Asset registerAsset management system
DISPOSAL
RetirementRenewal (replace/refurbish)Residual valueRedeployment
Asset Outcome Review and Monitoring
DESIGN
Assess asset related business needsIdentify options (asset / non‐asset)
Option analysisPlan agreed
CONSTRUCTION
New assetsAsset commissioning
Asset registerAsset management system
BUSINESS PLAN
Business strategiesAsset management policy
Level of service requirements
ORGANISATIONALOBJECTIVES
Business outcomesBusiness sustainability
FUNCTIONAL SERVICES
Finance, HR, Communication, SMS, EMS, QMS
ISO 55001
Key Elements to an AMS
ASSET MANAGEMENT PLANNING
ASSET MANAGEMENT IMPLEMENTATION
STRATEGIC ASSET MANAGEMENT
ORGANISATIONAL OBJECTIVES
ASSET MANAGEMENTPOLICY
STANDARD OPERATING PROCEDURES
ASSET MANAGEMENT PLAN
ASSET PORTFOLIO
PERFORMANCE EVALUATION / IMPROVEMENTS
ORGANISATIONAL CONTEXT & EXTERNAL
STAKEHOLDERS
STRATEGIC ASSET MANAGEMENT PLAN
Asset Management System
Asset Management Resources
Asset Management Enablers
Asset Management Service Levels
CostPerformance Risk
ORGANISATION OBJECTIVES
People Processes Technology
AM OBJECTIVES
Planning Process
Assets Funding Works
Fundamentals
Value
Alignment
Leadership
AssuranceLEADERSHIPGovernanceAsset management policy / strategyRoles / responsibilitiesResources
ALIGNMENTBusiness objectives
People / processes / outcomesLevel of service definition / achievement
Asset management culture
ASSURANCEPerformance monitoring / actionsForecasting future condition / costs
Risk managementReliability / robustness
VALUEValuationsFinancial returnEnd user / community satisfactionSocial benefit
ISO 55001 Fundamentals
Fundamentals
VALUE• Components make up assets• Assets deliver services• Services are valued by the community
LEADERSHIP
ALIGNMENT
ASSURANCE
VALUE
ISO 55001 Fundamentals
Fundamentals
ALIGNMENT• Strategic Objectives Asset Outcomes• Asset Outcomes Levels of Service• Levels of Service Assets• Assets Asset Preservation• Asset Preservation Physical Works
LEADERSHIP
ALIGNMENT
ASSURANCE
VALUE
ISO 55001 Fundamentals
Fundamentals
ASSURANCE• Competency• ‘Live’ Asset Management System• Informed Decisions• Sustainability (LOS = COS)
LEADERSHIP
ALIGNMENT
ASSURANCE
VALUE
ISO 55001 Fundamentals
Fundamentals
LEADERSHIP• Structure (Executive Operations Staff)• Planning Instruments (Policy, SAMP, AMP)• Corporate Management Systems• Improvements
LEADERSHIP
ALIGNMENT
ASSURANCE
VALUE
ISO 55001 Fundamentals
A Business Approach
The business of providing asset derived services to the community
• Balancing expectation with cost
Investment Decision Making
The ISO 55001 Standard
1 Standard, 7 Sections, 160+ Requirements
Required Outcomes
• Organisations will need to prove that:– They are ISO 55001 capable– The required documentation and a live AMS is in place
• Evidence and Demonstration
• Assessment/Audit Methods– Documentation, Observations– Discussions– Culture
Alignment and Certification
Alignment (partial compliance)• Complying with some requirements• Rank Importance to Organisation [L/M/H]• Assess effort (& cost)• Assess Value for Effort (VFE)
Certification (full compliance)• 100% compliance
Alignment or Certification ?
Deciding Factors?
Alignment Certification
Value to organisation High HighCost to organisation $ $$‘Keeping it Live’ Self Certification BodyStakeholder standing Low High
Maturity Assessment Process
• Standardised assessment method• Assessors judgement
4 Organisational Context
4.1 Understanding the organisation and its context
Does the organisation understand the organisation and its context? Artifact Impact Compl Prog Part Nil Priority Notes
Has the organisation determined the relevant external and internal issues relevant to its purpose and that affect its ability to achieve intended outcomes?
Business Plan
M X 3 refer Business Plan
Are the AM Objectives, within the SAMP, aligned to and consistent with organisational objectives? SAMP H X 1 AM Objectives need to be developed
4.2 Understanding the needs and expectations of stakeholders
Does the organisation understand the needs and expectations of stakeholders? Artifact Impact Compl Prog Part Nil Priority Notes
Has the organisation determined the stakeholders that are relevant to its AMS? M X 3refer 20 Year Community Plannot clearly defined
Has the organisation determined the requirements and expectations of stakeholders with respect to AM? L X 3 refer 20 Year Community Plan
Has the organisation determined the criteria for AM decision making? H X 1 not clearly defined
Has the organisation determined the stakeholder requirements for recording and reporting financialand non‐financial information relevant to AM?
L X 3 no documented evidence
SAMP
AMS Maturity Assessment
This diagram is sourced from Opus International Consultants
Typical Asset Classes
• Water• Wastewater• Stormwater• Solid-waste• Transport• Open spaces
• Coastal assets• ICT• Property• Fleet• Cultural assets
Maturity Assessment Results – All Asset Classes
• Leadership (good)• Planning (update SAMP)• Operation (update AMP/SOP)• Performance evaluation (risk/audit)
Maturity Assessment Results – All Asset Classes
• Leadership (good)• Planning & Operation (update SAMP/AMP/SOP)• Performance evaluation (risk/audit process)
Maturity Assessment Results – All Asset Classes
• No Priority 1• Organisational Context (SAMP)• Planning (AMP)
Maturity Assessment Results – Fleet (Enabling Service)
• Organisational Context (SAMP)• Planning (SAMP + AMP)• Performance (process?)
Maturity Assessment Recommendations
KEEP THE AMS ‘LIVE’
Maturity Assessment Recommendations
Benefits of ISO 55001 to Councils
Benefits Community sustainability and confidence Improved financial performance and asset investment
decisions Managed risk and opportunities for improvement Improved services and outputs Demonstrated social responsibility and enhanced reputation Validation and demonstrated compliance Improved organisational sustainability /efficiency
/effectiveness Promotes cultural change
Conclusion
ISO 55001 committed Councils generally have:
• An advocate and drive for improvement.• High level of staff engagement and competence.• Excellent AM culture across the organisation.• Excellent process of community engagement.• Process for AM development.• Found the Standard to reinvigorate staff and the AMS.• Better integrate the Council functions.
