The Evolution of Asset Management In Canada

murdercoffeevilleManagement

Nov 18, 2013 (3 years and 6 months ago)

78 views

TheEvolutionofAssetManagementIn
Canada
7th
IWARegionalWorkshop:Yokohama,Japan
Agenda
Page2
•DriversforCanadianAssetManagement
•RecentInitiativesandTrends
•MunicipalGovernmentEngagement
•CommunicatingtoCustomers:
1.AssetManagementPlanning
•DefiningLevelsofService
•DeterminingRiskExposure
•QualityRating
•Benchmarking
2.StateofInfrastructureReporting–Calgary
•ChallengesandLearnings
RecentCanadianDrivers
forAssetManagement
Page3
CanadianAssetManagement
Initiatives&Trends

CanadianNetworkofAssetManagers:

www.cnam.ca

NationalWater/WastewaterBenchmarkingInitiative:

http://www.nationalbenchmarking.ca/public/consulting/index.htm

InfraGuide:

http://fcm.ca/home/programs/past-programs/infraguide.htm

National&ProvincialAssetManagementWorkingGroups:

BritishColumbia:http://www.assetmanagementbc.ca/

Trends:

Provincialregulationrequiringassetandfinancialmanagement(ex.
OntarioDrinkingWaterQualityManagementStandards)

MunicipalAMprogramimplementation,AMplanning(levelofservice,
cost&risk),stateofinfrastructurereporting,customerengagement,
developmentofnationalinfrastructurestrategy,etc.

Alignmentoffinancialreportingandassetmanagement=TCA
Page4
MunicipalCustomer
Engagement

3-1-1(CitizenServiceCenter),eGovernment,etc.

Customerengagementcampaignspriortobudget.

Reportstateofinfrastructure

Challenge:Informationdoesn’tnecessarilyprovide
directiontoservicelevelchangesorportfolio
investmentdecisions.

Completeannualcitizensatisfactionsurveys:

Calgary,2011:improvementincustomerservice
provision(86%satisfactionrating)

Challenge:difficulttolinkserviceprovisiontocost
andvaluetocustomer.

Notsureofexactlythe“rightquestions”toask
customersandthelanguagetouse.

Donotlinkbudgetdiscussionstocustomer
satisfaction(yet).
Page5
Communicatingto
Customers
Page6

Water
Services
-Pressure,WaterQuality,Quantity
floodingincidents,overflowspills
-PavementQualityIndex
-Responsetime
-FacilityConditionIndex

.
B
u
t
d
o
c
u
s
t
o
m
e
r
r
e
a
l
l
y
u
n
d
e
r
s
t
a
n
d
t
h
e
s
e
?
A
r
e
t
h
e
s
e
t
o
o
t
e
c
h
n
i
c
a
l
?
ObjectiveMeasures
•Buildings
•Fire
•Roads
AssetManagementPlanning:
DefiningLevelsofService
Page7
Clearlydefined
LOS
RiskBasedapproachto
identifyingasset
improvementstomaintain
LOS
Robust
InvestmentPlans
Project
Prioritizatio
n&
Selection
Investmentlinkedtomaintainingor
improvingspecifiedLOS–Investment
linkedtocustomeroutcomes
Robustapproachto
identifyinglegislative,
growth,efficiency,
improvementstoLOSetc
AssetMgt
Plans
Business
Case
Evaluation
AssetManagementPlanning:
DefiningLevelsofService
Page8
CorporateLOS
Customer
LOS
Asset
LOS
Operation
LOS
Understandingservicelevelsisnecessarytocommunicate
tocustomersandtodeterminecost/resourcerequirements
AssetManagementPlanning:
DeterminingRiskExposure
Page9
StrategicRiskAssessment
Level1
Business
Unit/Department
AssetFailureMode
EffectsCriticality
Analysis(FMECA)
Level2
Level3
Asset
Portfolios/Systems
Assets
RiskBasedAssetMaintenancePlans
Level4
KeyAssetRisks
Criticality/AcuityRankings
Equipment
QualityRating:CalgaryRoads
Example
Page10
QualityRating
Page11
1.AgreeServiceCategories&weightings
2.AgreeServiceCriteria/Attribute
Weightings
4.ScoreRoad
Segments
5.Results–total,by
assetclassetc
3.AgreeServiceCategories
Develop1-5GradesDescriptors
Service
Categor
y
Service
Criteria/S
ubAsset
ServiceAttribute1
Grade1
Grade2
Grade3
Grade4
Grade5
Mobility
Pavement/
Bridges
No.oflanehourslost
perkmperyeardueto
maintenance
Rolling3year
averageis>15%
belowtheglobal
average
Rolling3year
averageis5-15
belowglobal
average
Rolling3year
averageiswithin
+/-5%ofthe
globalaverage
Rolling3year
averageis5-15%
aboveglobal
average
Rolling3year
averageis>15%
aboveglobal
average
CommunicatingtoCustomers
Page12
PerformanceMeasurement&
Benchmarking:
CalgaryParks
Page13
PerformanceMeasure
Target
MethodsofMeasurement
PLAYGROUNDS:Customer
LevelofServiceratingas
affectedbythefollowing
measures
85%rated3orhigher
Safeandingoodrepair:
%offormalinspectionsof
playgroundequipmentconducted
peryear
100%
PARISworkorders
AssessedConditionRating:
%ofplaygroundequipmentin
greenoryellowcondition
100%
AssetLifecycleReport
WAMservicehistory
•Servicetargets/Qualityratingusedforfront-endcustomerengagement
•Performancemeasurementfromannualcitizensatisfactionsurveys
•Benchmarkservicelevels,cost,satisfaction:national/international:
•OntarioMunicipalBenchmarkInitiative(Canada)
•Yardstick(Australia)
•Internalbenchmarkingpreferredoverexternalbenchmarking
StateofInfrastructureReporting:
Whatdoyouownandwhatisit
worth?
2011June14
Page14
StateofInfrastructureReporting:
Whatconditionisitin?
2011June14
Page15
StateofInfrastructureReporting:
Whatconditionisitin?
Page16
StateofInfrastructureReporting:
2010InfrastructureGap
Theinfrastructure
growthgaphasbeen
reducedsince2007,
butinfrastructure
maintenancegap
continuestoescalate.
2011June14
Page17
Challengesand
Learnings
Page18

Nonationalstandards,policyorstrategyfor
water/municipalinfrastructureassetmanagement.

Waterconservationefforts,coupledwitheconomy,are
reducingrevenuesanddrivingneedtoreconsider
servicelevels.

Costofovercominginfrastructuregapisimmense:
needsnewwayoflookingatproblem.

Taxpayerscan’trelatetotheproblem:toomuchmoney,
don’tunderstandtechnicalproblems,etc.

Longterm,sustainablesolutionsareatoddswithshort
termpoliticalgains.

Datarich,knowledgepoor.

Lackofintegratedbusinessandtechnologysystems.
Questions?
Page19
SteveWyton,P.Eng.,MBA
Manager,Corp.Project&AssetManagement
TheCityofCalgary
steve.wyton@calgary.ca
(403)268-5746