Asset Management Plan (AMP) Template

Transcription

1 Asset Management Plan (AMP) Template

2 EXECUTIVE SUMMARY An Asset Management Plan (AMP) for a single asset class should be an action-oriented document and should therefore be short enough not to require an executive summary. AMPs covering multiple asset classes may require an executive summary to highlight the rolled up actions and resources required to deliver the asset management objectives. ISO 55001:2014 Clause 6 (and particularly Clause 6.2.2) provides the overarching requirements for AMPs in organisations attempting to comply with the standard. Other relevant clauses are referenced throughout this template as appropriate. Note: This template was developed by Assetivity PTY LTD, and should only serve as a guide for establishing an AMP (or AMPs) aligned with ISO and suitable for your organisation. Each organisation is unique with unique Risks and Opportunities and therefore the template will need to be adapted to suit your own situation. 2 P a g e

3 Contents EXECUTIVE SUMMARY... 2 INTRODUCTION... 4 ASSET CLASS INFORMATION... 4 Description... 4 Role... 4 Criticality... 4 Asset Quantity and Distribution... 4 Replacement Value... 5 OWNER & STAKEHOLDERS... 5 CURRENT AND DESIRED LEVELS OF SERVICE... 5 LIFE LIMITING FACTORS... 6 HEALTH, SAFETY & ENVIRONMENT... 7 LIFE CYCLE STRATEGIES... 7 Acquisition... 7 Operation... 7 Maintenance... 7 Supply... 7 Disposal... 8 BUDGET... 8 RISKS... 8 IMPROVEMENT ACTIONS... 9 CONCLUSION... Error! Bookmark not defined. REFERENCES P a g e

4 INTRODUCTION It may be useful to lead with a brief description of the role of the AMP and links to other organisational planning documents. Note, however, that this text will be duplicated multiple times if the organisation generates separate AMPs for different asset classes and maintaining consistency between the AMPs will be difficult, resource consuming and of little real value. Consequently, we would only recommend this approach for smaller organisations that are maintaining a single AMP. Other organisations should document the role of the AMP in their Asset Management Framework, Strategic Asset Management Plan (SAMP) or equivalent documentation. If capturing multiple asset classes within a single document, each asset class will still require a separate section. Each section should use the headings below to cover the relevant information for each asset class. Rolled up action lists, budgets and so on can be provided in separate sections if desired. ASSET CLASS INFORMATION This section describes the asset class covered by this AMP, including key information such as asset boundaries, role and criticality. This asset class might consist of a single critical asset or a number of similar assets grouped for management convenience. Description Provide a short description of the asset or asset class, including any relevant physical or functional boundaries and dependencies on other asset classes. For example, a large electrical motor will clearly interface with a power supply, but where do the management responsibilities for these assets end? Other relevant information will depend on the asset class, but could include utilisation, estimated life for each asset and planned withdrawal date for the overall asset class. This information may be distributed through the other parts of this section if appropriate. For example, utilisation might be included with role information. Role Describe the role or roles the asset fills. Provide sufficient detail for the reader to understand why this asset is important. Criticality If the asset has been assigned a criticality, it should be documented here. The following table provides an example. Criticality Safety Production Cost Reputation Overall Asset Quantity and Distribution This section provides a summary of the quantity of assets in the class and distribution, including physical distribution across the area of operations and age distribution across the estimated life. If possible, this information should be presented graphically to aid rapid comprehension. 4 P a g e

5 Replacement Value The replacement value provides an indicator of the financial significance of the asset class to the overall organisation. Alternative measures might also be included, such as total cost of ownership. OWNER & STAKEHOLDERS This section provides a breakdown of roles and responsibilities related to the asset class. The following table provides a simple example. Role Asset Owner Operational Control Maintenance Control Responsible Party GM Operations Operations Manager Maintenance Manager CURRENT AND DESIRED LEVELS OF SERVICE This section defines the performance required from the asset class, including known or likely future changes in those requirements. These requirements are usually referred to as levels of service, though ISO 55001:2014 does not use this term and simply refers to asset management objectives at a range of levels. Regardless of the name used, the levels of service will address a range of requirements that could include: 1 Safety Customer satisfaction Quality Quantity Capacity Reliability Responsiveness Environmental acceptability Cost Availability Relevant levels of service will depend on the functions and risks associated with the asset class and the organisational objectives and higher level asset management objectives. Once these have been defined, appropriate performance measures must be selected and tracked to assess current and likely future performance. These need not be directly linked for example, completion of root cause analysis investigations might be used as an indicator of future reliability performance. The alignment between the measures, levels of service and objectives should, however, be documented. The following table shows a possible mechanism. Level of Service Objective Links Performance Measure Target Performance Current Performance Reliability X Mean Time Between Failure 1000hrs hrs 1 ISO 55000:2014 Clause 3.3.6, p.15 5 P a g e

6 Capacity Added (%) Further details on each performance measure (e.g. data sources, analysis methods and responsibilities) might be captured outside of the AMP and referenced. Typically, key measures would be included within the AMP and presented graphically, with historic performance tracked against target. This allows the reader to quickly understand the current performance and performance trends in the context of the required performance, including any future changes. It must, however, be supported by analysis comments that allow the reader to appreciate the likely causes and significance of any gaps and to understand current or planned actions to address these. The following provide examples of possible performance measure graphs: Storage Capacity Expansion vs Strategy Cost per tonne - Zone 2 [$/t] Zone 1 Actual Zone 2 Actual Zone 3 Actual Zone 4 Actual Zone 1 Planned Zone 2 Planned Zone 3 Planned Zone 4 Planned Operations Major Maintenance Budget Routine Maintenance Target Forecast Note that definition of levels of service and associated performance measures is within the scope of ISO 55001:2014 Clause 9.1. LIFE LIMITING FACTORS This section identifies the factors that drive renew/replace or other major investment decisions for the asset class and tracks these factors against expectations. It is a recommended inclusion since many organisations set an arbitrary expected life at acquisition of an asset class and do nothing to monitor or adjust this figure despite evidence that the asset is aging either more quickly or more slowly than expected. Further, many organisations do not identify the true factors for example, they claim a fatigue life limit that should really be an economic limit since the fatigue component can be replaced. The following table provides a possible structure and examples. Factor Limit Planned Life Status Against Plan Economics Annual maintenance costs > 15% new purchase price 25 Years On Track Demand Annual cost per demand exceeds $X Indefinite Current cost 80% of $X and rising. Fatigue 10,000,000 cycles 25 Years Exceeding 1m cycles/year 6 P a g e

7 Again, this information should be supported by analysis comments identifying risks and current or planned mitigating activities. HEALTH, SAFETY & ENVIRONMENT It is good practice to explicitly consider any health, safety and environment (HSE) issues that might affect the management of the asset. In particular, any changes in regulations or statutory requirements that might lead to modifications, early withdrawal or changes to operating practices should be identified and factored into AMPs. Note that this section would not generally include a comprehensive list of hazards associated with the asset since these would be managed through the risk management or HSE management systems. A reference to the relevant risk register might, however, be provided. LIFE CYCLE STRATEGIES This section describes the processes used to manage the asset class across its lifecycle, including responsibilities, current issues and references to more detailed plans or procedures. Acquisition Provide a high level description of the process for acquiring new assets, the responsibilities and reference to the detailed procedures. These may be contained in an appendix. Also list any current issues or acquisition plans. Organisations with an existing Capital Investment Plan, Forward Capital Works Plan or similar document should reference this as the authority for asset acquisitions. Operation Provide a high level description of the process for operating the assets, the responsibilities and reference to the detailed procedures. These may be contained in an appendix. Also list any current issues and operational initiatives. Examples might include Operator Driven Reliability or Operational Excellence programs. Organisations with documented operational plans (e.g. a Life of Mine plan) should reference these. Maintenance Provide a high level description of the maintenance program for the asset class, the responsibilities for delivery and reference to the detailed procedures. These may be contained in an appendix. Also list any current issues and maintenance initiatives. Examples might include Reliability Centred Maintenance reviews or maintenance quality improvements. Organisations should explicitly point to the location of their authoritative maintenance plans for example, their Computerised Maintenance Management System (CMMS) or Technical Maintenance Plan. These might be included as an appendix or (for very simple maintenance programs) as a table within the AMP. Supply While not a specific life cycle phase, supply arrangements are often drivers of life cycle costs and significant determinants of asset performance. Consequently, this section should be used to provide a high level description of the supply support arrangements for the asset class, the responsibilities 7 P a g e

8 and reference to the detailed procedures. These may be contained in an appendix. Also list any current issues and supply initiatives. Examples might include critical spares reviews or inventory reduction programs. Disposal Provide a high level description of the disposal arrangements for the asset class (particularly triggers for disposal as reflected in the life limiting factors), the responsibilities for disposal and reference to the detailed procedures. These may be contained in an appendix. Also list any current issues and disposal plans. BUDGET Use this section to provide a summary of the actual and required funding for the asset class, highlighting any gaps. Comments should then follow to reflect the actions in place to manage the gaps. It is critical that this information is linked to the actual budget (as opposed to a stand-alone activity) and incorporates a long-term, rolling view. The following table provides a possible format, though this should be adjusted to reflect the major funding divisions used in your organisation. Budget Element Year 1 (Current) Operations Operating Maintenance Sustaining Capital Expansion Capital Req d Actual Req d Actual Req d Actual Req d Actual Year 2 Year 3 Year 4 Year 5 Years 6-10 Years RISKS The penultimate section of your asset management plan should be used to summarise the current risks associated with the asset class, including the status of any mitigating actions. Note that the risks should be clearly traceable to discussion in the relevant sections of the plan above. For example, a risk associated with early failure may be traceable to issues with the content of the maintenance program or a change to the usage of the asset class. The table below provides a possible format for summarising the required information. Risk L hood Cons Rating Mitigation Status Low availability due to inappropriate spares lists H L M Review spare parts management process On Track Insufficient maintenance funding M M H Prioritised maintenance program Overdue Early retirement due to fatigue H H H Business case for replacement Late 8 P a g e

9 IMPROVEMENT ACTIONS The final section in an asset management plan should be used to capture the improvement actions required for the asset class. These actions should be derived from the risks, which are, in turn, derived from the other information in the plan. The following table shows a possible format for capturing actions. Project Goal Due Date Owner Plant Criticality Study Enable prioritisation for routine maintenance tasks Dec 20XX Maintenance Manager Implement LED lighting throughout plant Save 10% on electricity bill Jan 20XY Project Manager REFERENCES Document references used in the AMP. 9 P a g e