IPWEA VICTORIA ASSET MANAGEMENT IN PARKS SEMINAR TOOLS TO ASSIST ASSET MANAGERS Peter Way PSM Chair – NAMS.AU – IPWEA.

IPWEA VICTORIAASSET MANAGEMENT IN

PARKS SEMINAR

TOOLS TO ASSIST ASSET MANAGERS

Peter Way PSMChair – NAMS.AU – IPWEA

Presentation Agenda

Slide 2

1. Condition Assessment Practice Notes for Parks and Open Space and Facilities Management

2. AUS-SPEC Documentation for Parks and Open Space Maintenance

3. The ISO Asset Management Standards Status and Implications for Parks AM

4. NAMS.PLUS2

5. Your Questions

Our greatest strength is our networks and Tools & Resources

IPWEA Practice Notes

• Guidelines to foster a National approach

• Peer review process

• Acknowledge enormous industry support• Practice Notes on Condition Assessment:

–Parks PN 10 under development–Buildings PN3 – Facilities Managers

• Levels of Service – out soon 

Parks Practice Note 10.1

• Parks Asset Management:– Inventories, Condition and

Performance Grading• Scope covers publicly accessible

parks open space, and natural areas• Due for publication early 2014 www.ipwea.org/PracticeNotes

Contents of PN 10• Key Principles of Parks Asset

Management Planning• Level of Service• Asset Register• Condition Assessment• Performance Assessment• Asset Condition Grading Descriptions• Examples and Templates

Asset Condition Grading Descriptions

• Furniture• Structures• Public Toilets• Signs and Fences• Playgrounds• Tracks, paths and hard surfaces• Services• Irrigation• Turf/grass• Trees• Gardens• Natural/bush areas

Example of Playground Equipment

Examples and Templates• Condition Rating Reference Sheets

with Photo Examples• Asset Data Collection Forms• Asset Performance Scoring Example

Practice Note 3: Buildings

• Provides guidance on carrying out

condition & performance assessment

of buildings and surrounds • Assists the establishment of a register,

component condition assessment, estimates of remaining useful life, risk analysis, reporting, work schedules and financial planning • Purchase includes download access to valuable

spreadsheet resources, data collection forms, case studies and report templates

www.ipwea.org/PracticeNotes

Workshops for Facilities Managers

• Buildings PN3 - 2 Day Workshops

–Case Studies –Hands on Condition assessments

• Buildings.PLUS FREE Webinar Series www.ipwea.org/assetmanagement

AUS-SPEC Documentation

–TECHguide 401Guide to parks and open space

maintenance system and documentation–Parks and Open Space maintenance–Building maintenance and operation

specifications including Public toiletswww.natspec.com.au/Documents/techguides.asp

AUS-SPEC Maintenance Systems

• Pro-active approach• Roles and Responsibilities

–Principal–Contractor–Superintendent

• Procurement

Components of the System

• General Requirements and Contract Schedules

• Quality Requirements and Maintenance Plan

• Maintenance Worksections–Activity Specifications

• Classification of Service Levels

Application of the System

• Trial Contracts• Implementation Phase• Data Collection• Benchmarking• Continuous improvementwww.natspec.com.au/Documents/techguides.asp

NAMS.PLUS2 - Structured program for writing asset management plans

• Training and support for subscribing organisations

• A suite of asset management planning templates and guidelines

• A guided pathway to sustainable service delivery in the form of an eBook for NAMS.PLUS2Online modelling

• Help desk support and How-To guides• Online discussion community of practice

forum

ISO Standards for Asset Management are coming

• What will the standards deliver? • Implications for local government and

other organisations?• Implications for Asset Managers in

Parks? • Will they create a stimulus for new guidance and practice?

Standards Contents

• The ISO 55000 suite includes:

– ISO 55000 Asset management – Overview, principles and terminology

– ISO 55001 Asset management – Management System - Requirements

– ISO 55002 Asset management – Management systems - Guidelines on the application of ISO 55001

Australian RepresentationISO PC 251 Asset Management

• Main Sectors involved:– Academia – UWA (Chair)– Water – WSAA and AWA– Energy – Energy Networks Australia– Infrastructure – IPWEA– Mining – CRC Mining– Industry – AMC– Defence – ADO– Unions - APESMA

Development Inputs

• PAS 55 an early catalyst – BUT new Standards more generic

• ISO Management System Standards preparation guidelines:

– ISO Joint Technical Co-Ordination Group• Common Language

• Standard terminology

– Consistency with other Management Systems;• Risk

• Environmental

• Quality

Some Key Issues

• All about a MANAGEMENT SYSTEM for asset management

• “What to do” NOT “How to do it”• Can be applied to ANY assets – not just

Physical assets• Each organization determines which assets

involved• Asset Lifecycle approach- Life Stages to suit

each organization.

Why will they be used?• Because it is good business practice• To foster better organizational

management processes• To drive continuous improvement• To satisfy stakeholders seeking assurance about how well the assets are managed• Because regulators or legislation dictates

such and maybe requires third party certification

Some DefinitionsAsset: Item, thing or entity that has potential or actual VALUE to an organizationItem can be physical or non-physical.

The value will vary between different organizations and their stakeholders.

Value can be tangible or intangible, financial or non-financial.

Can be applied to all types of assets and by all types and sizes of organizations.

Asset Management & AM System

•Asset Management: –Coordinated activities of an organisation to realise value from assets in the delivery of its outcomes or objectives–Involves balance of costs, risks and benefits - over time

•AM System: –A set of interrelated or interacting elements of an organization, that establish asset management policies and objectives, and the processes needed to achieve those objectives.

Relationship between Key Terms Fig 1 DIS 55000

Managing the Organisation

Asset Management

Asset management

system

Asset portfolio

Coordinated activity of an organization to realize value from assets

Set of interrelated or interacting elements to establish AM policy, AM

objectives and processes to achieve those

objectives

Assets that are within the scope of the asset management system

55000 - Asset Management Fundamentals

Assets exist to provide value to the organization and its stakeholders

Asset management is not about just the assets, but the value they can provide to the organization and stakeholders – via services or products

Alignment Asset management translates the

organizational objectives into technical and financial decisions, plans and activities.

55000 - Asset Management Fundamentals

Leadership and workplace culture are criticalLeadership and commitment from all managerial

levels is essential for successfully establishing, operating and improving asset management within the organization.

Asset management assures that assets will fulfill their required purpose

The need for assurance arises from the need to effectively govern an organization.

ISO 55001

• Specifies the requirements for a management system for asset management – 73 “Shalls”

• Apply in entirety – But Scalable to suit organisation needs

• Focus on physical Assets – but can apply to All Assets–Eg. non-physical assets such as leases,

brands, intellectual property rights, reputation or agreements.

What will the Standards deliver? • A Framework for a consistent Management

System approach to AM.• Greater commitment at Senior Management

level.• Better integration of asset management and financial management.• More effective asset management process.• Better VALUE to stakeholders

Will it replace existing manuals and practice guides such as IIMM?

• My view – Answer is resounding NO!• IIMM provides the necessary “How To”

meet the Standards requirements.• However the IIMM does need to recognise

and be tailored to work with the ISO Standards.

IIMM Update – Status Report

• Commenced mapping process to identify Sections from IIMM against the 55001 Requirements.

• Producing an Addendum to highlight how to apply the IIMM in meeting ISO 55001 requirements.

Will the Standards create a stimulus for new guidance and practice?

• Can if applied appropriately and not just for sake of compliance.

• Lessons can be learned from a more globally consistent approach.

• Promoting integration of management systems can break down silos.

• Look at any gaps between current practice and what is promoted in the Standards.

IPWEA Policy on the ISO Standards

• All infrastructure orgs should consider for benefits from applying a MS approach.

• Governments to promote at level appropriate to business/community needs.

• Not prescriptive – apply to those assets and at level appropriate to stakeholder needs.

• Not just for compliance – part of overall management approach.

• Orgs to decide on appropriate level of certifying compliance.

To Audit or Not for Compliance?

• What will your stakeholders expect?• What are the costs/benefits?• Concern regarding the competence

–Auditors in the AM MS field.• IPWEA in discussions with AMC (and

others)–to establish a technical evaluation

process for AM Auditors.

Next Steps on ISO?

• Standards Australia to resolve through MB19 Committee whether to adopt or modify.

• Likely to be in place by beginning of next year.

• IPWEA to run series of 1 day workshops to raise awareness and assist in implementation.–Highlight Policy–Using the IIMM as “How To” guide.

What will be your position on the Standards?• Consider application for pursuit of good

practice?• Voluntarily apply to satisfy

stakeholders?• Apply and look to self-certify

compliance?• Apply with third party accreditation?• Wait and see what Government

requires?

Ignore at your peril?

Your Questions?