1, 18-9-02 ASSET MANAGEMENT a comprehensive view on Asset Management Strategy Philip Wester NUON Asset Management
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1, 18-9-02
ASSET MANAGEMENT
a comprehensive view on
Asset Management Strategy
Philip WesterNUON Asset Management
2, 18-9-02
ASSET MANAGEMENTcontents
1. establish the asset management “concept” describe shallowly the different areas that
should be covered by designing an asset management process
2. the way NUON implemented the asset management process
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ASSET MANAGEMENT
what is an ASSET
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ASSET MANAGEMENT
ASSET: anything capable of creating value to stakeholders
Assets classification
Physical systems, components, drawings, buildings, properties, technologies, software, service, etc.
Human labour, skills, knowledge, etc.
Intellectual data, SLA’s/contracts, information, documentation, patents, copyrights, designs, etc.
Financial money, costs, sales, profits, credits etc.
Intangible public image, safety, goodwill, communication
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ASSET MANAGEMENT
what is ASSET MANAGEMENT
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ASSET MANAGEMENT
ASSET MANAGEMENT:
management of the process to create value through the assets concerned
HRM: management of the asset “people” ICT: management of the asset “information” AM utility: management of “infrastructures” CM: capital management: “finance management” CRM: management of customers relation and
companies image
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ASSET MANAGEMENTUtilities’ asset management definition
Asset management responsibilitiesinvolve the key decision making for the network business to maximizelong term profits, while delivering highservice levels to the sutomers with acceptable and manageable risks
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ASSET MANAGEMENT
energy traders
assets
controloperation
man
age
maintain
functionalitysuppliers
employees
customers
regulator/legislators
generators
external organisations
publicowner(s)
system operator
Positioning of Asset Management in power utilities business
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ASSET MANAGEMENT
Operation Accountabilities
strategic
operational
ManagementAccountabilities
Maintaining Network
FunctionalityAccountabilities
level of outsourcing
Asset Management Accountabilities
Strategies, policies, standards
Planning
Realisation
Vision, Goals
- Strategic Asset Management (incl. Reinvestment Strategy)- Risk Management- Safety Management- Cost & Revenue Management- Information/comm. strategy
- Operation Management- Operation Instructions- Outage/emergency Management- Contract Management
- Maintenance Strategy- Maintenance Management- Condition Assessment- Work Safety Management- Spare Part Management
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ASSET MANAGEMENT
which items should be covered in implementing
an asset management approach?
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ASSET MANAGEMENT
strategy
organisation
process
information
o structureo accountabilities
o skills & competencieso outsourcing
o architectureo management informationo decision support
o stakeholders values
o risk management
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ASSET MANAGEMENT
strategy
organisation
process
information
how to develop a strategy that takes into account added values of all
stakeholders?
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ASSET MANAGEMENTstrategy: stakeholders value
stakeholder
value
owner profit
customer price, reliability
trader availability
employee reward,safety
government
regulations
society environmental load, image
•investment•maintenance
“toolbox”risk
strategies
asset managers core business: “find an optimal balance between stakeholders values”
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ASSET MANAGEMENT
expected reliability
expected continuity
ist/soll ist/soll
energy not supplied
power quality
satisfy cash flow andprofitablity demand
cash flow
capex opex
budgetbudget
forecast
ord
er
ist/soll
damage tosociety
environmentconsequence
priority mode:contribution to“ist/soll gap”
project 1
project 2
project 3project x
establishing priorities
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ASSET MANAGEMENT
strategy
organisation
process
information
o structureo accountabilities
o skills & competencieso outsourcing
o architectureo management informationo decision support
o stakeholders values
o risk management
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ASSET MANAGEMENT
strategy
organisation
process
information
how to organize in such a way that adding the different values is
stimulated?
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ASSET MANAGEMENT
Asset
Management
Service
Provider
Asset owner creates value by: Identifying the needs of stakeholders/business environment Setting business values and risk levels with needs
Asset manager creates values by: Assessing asset specific risks against values set by owner Contracting providers with best price/quality performance
Service provider creates value by: Keeping costs to a minimum for the specified level of work
Organization >> adding value
Asset
Ownership
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ASSET MANAGEMENT
continuous improvement
cycle
workadministration
cycle
scheduling
resourceestimating
datacollection
reporting
control work execution
operating, build &maintenance plan
performancedata
evaluation
scenarios,alternatives
decisionsprocess &project design
problem/opportunityidentification
decision/design process control
Asset Management
AM organisation directed at adding value
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ASSET MANAGEMENT
Essential competency:necessary for taking
full responsibility
Protective competency:risk of outsourcing is
too high for organization
Parasitic competency:wasting organizational
resources
Spillover competency:market chances creating
extra turn over
low
Ris
k
h
igh
low Effectiveness highMaintenance Outsourcing Guidelines, Cigré Brochure 201
Outsourcing: risk of competence loss?
Distinctivecompetency:
most importantcapability reason
for existence
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ASSET MANAGEMENT
strategy
organisation
process
information
o structureo accountabilities
o skills & competencieso outsourcing
o architectureo management informationo decision support
o stakeholders values
o risk management
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ASSET MANAGEMENT
strategy
organisation
process
information
what is in essence a risk management process?
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ASSET MANAGEMENTRisk versus Reliability Management
Reliability Management (according to SAE standard JA1012) is a process to develop a set of policies that preserve the functions of the system under consideration to standards of performance that are acceptable to its user (economical, technical)
Risk Management is an RCM based approach that takes into account the event consequences for the business environment and the corporation strategy (economical, technical, societal/strategic)
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ASSET MANAGEMENTRisk Management in a nutshell
Risk Management is a continuously running process where risks are inventoried and prioritized based upon corporate targets, measures to control these risks are chosen and executed, evaluated and actualized.
Risk Management is as such a continuous improvement process covering the business environment as a whole
execute/actualize
risk analysis
execute/actualize
risk analysis
inventory choice
control measures
inventory choice
control measures
evaluatecontrol
measures
evaluatecontrol
measures
execute control measur
es
execute control measur
es
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ASSET MANAGEMENTbasis for AM risk decisions
keyword>Sustainability: attention for balancing Society: safety,
availability, strategic consequences
Economy: costs, investments, cash flow
Technical: outages, quality of supply, condition
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ASSET MANAGEMENTrisk directed activities
consequenceperformance
pro
bab
ilit
y
risk
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ASSET MANAGEMENT
strategy
organisation
process
information
o structureo accountabilities
o skills & competencieso outsourcing
o architectureo management informationo decision support
o stakeholders values
o risk management
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ASSET MANAGEMENT
strategy
organisation
process
information
information requirements for an Asset Management decision process
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ASSET MANAGEMENT
AM “cockpit” decision making process
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ASSET MANAGEMENT
Financial informationFinancial information Asset informationAsset informationSocietal informationSocietal information
S3 Risk assessmentS3 Risk assessment Condition assessmentCondition assessment
Reliability managementReliability management
System ( Dollar)
Risk managementRisk management
DecisionDecision
SafetySocialSystem
imp
act
ass
ess
men
t
Information strategydirected at Asset Management decision process
asset level
system level
corporate level
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ASSET MANAGEMENT
Information pyramid > decision
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ASSET MANAGEMENT
generationTRANSMISSION& DISTRIBUTION
consumption
accountabilities
EOSAsset operation systems
(SCADA, EMS)
EAM systemsEnterprise Asset
Management systems
ERP systemsEnterprise Resource
Planning systems
frontinformation
systemslevel
data warehouse
Economicalperformance
Technicalperformance
Sociologicalperformance
data analysis level
managementmaintaining functionality
operation
utilitiesbusiness
sustainable asset management decisions
asset management information requirements
dataintegration
level
decision level
Information requirements AM decision
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ASSET MANAGEMENT
strategy
organisation
process
information
o structureo accountabilities
o skills & competencieso outsourcing
o architectureo management informationo decision support
o stakeholders values
o risk management
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ASSET MANAGEMENT
NUON implementationof asset management process
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ASSET MANAGEMENTNUON: decisions > sustainability
scenario processdecision evaluation matrix stakeholders preferences
scenario alternative flexibilityclass
safetyclass
reliability%
durabilityclass
NPV/EVAUSD
1 A ++ - 99,84 + X
1 B - ++ 98,7 ++ Y
2 C + + 99 + Z
2 B + + 96 - W
Decision model for choices priority CAPEX and OPEX projectsincludes Life Cycle Assessmentsbased upon asset reference planningand scenario approach
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ASSET MANAGEMENT
Schema 7
CHAIN OF RESPONSIBILITIES
SYSTEM OPERATOR
ASSET-MANAG’NT
SERVICE PROVIDERS
OBJECTIVES PLANNINGCONTRACTING
PREPARATION PERMITS
REALIZATION RAPPORTINGEVALUATION
• CAPEX/OPEX PROPOSALS
• DEFINITION OF PROJECTS
• CONTRACTING• EVALUATION OF
PROGRES
• BASIC ENGIN.• DETAIL ENGIN.• PREPARATION• PERMITS• PURCHASING
• PROJECTCONTROL • EFFICIENCY
IMPROVEMENT• PERFORMING
TASKS
• ADMINISTRATION• FINANCE REPORT• DOCUMENTATION
• AUDITING• ACCEPTANCE• EVALUATION• REPORTING
• VERIFICATION PROJECTS-PROPOS
• OVERALL EVALUATION
• CONTACTS WITH REGULATOR
• OBJECTIVES AND CONDITIONS
• ACCEPTANCE OF AM-PROPOSALS
separation system operator, asset manager, service provider
NUON “embedding” AM organisation
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ASSET MANAGEMENT
ce n tra ld e c is io ns
re g ion a lco n tro l
A sse t M a n ag e m e ntG as
ce n tra ld e c is io ns
re g ion a lco n tro l
A sse t M a n ag e m e ntE le c tric ity
a u d it tea m s
C o n tra c to rM a na ge m e nt
N U O NA sset M a n ag e m e nt
separation asset management into 1. development/decision responsible process2. control process (incl. auditing)
internal AM organisation
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ASSET MANAGEMENT
performance
risk
high
low
high
challenge: risk strategy
asset grouping according to risk/performance class
technical, economic
al & societal
basis: certified
maintenance
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ASSET MANAGEMENTcertified maintenance
FMECAregister
expert
rules
measure
maintain
storedat
a
analyse
advice
ISO 9002
inspector
inspection
maint.prog
norms &standard
s
i-tool 1:
performance bank
condition data
tool 2: standard,
human independent
cbm approach
certified process
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ASSET MANAGEMENT
i-
at disposal for other utilities to maximize data population and
improve decisionsnew,
independent, non commercial, organization
operates platform
maximum performance information
growing knowledge,
applied analysis
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ASSET MANAGEMENT
data management tool inspector software application for execution of CBM
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ASSET MANAGEMENT
HV CB velocity measurement
typetime
analysis
data storage & analysis tool i-Core software application for analyzing masses of data
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ASSET MANAGEMENT
strategy
organisation
process
information
o structureo accountabilities
o skills & competencieso outsourcing
o architectureo management informationo decision support
o stakeholders values
o risk management
summarizing theory and …
43, 18-9-02
ASSET MANAGEMENT
strategy
organisation
process
information
o structureo accountabilities
o skills & competencieso outsourcing
o architectureo management informationo decision support
o stakeholders values
o risk management
… NUON practice implementation AM process
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