Status of the

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Nov 18, 2013 (3 years and 11 months ago)

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Status of the

ISO 55000

Asset Management System
Standard

July 2012

Jim Dieter, MIAM CPPM CF

US/ANSI Head of Delegation to ISO PC 251

Chair of the US TAG to PC 251

Subcommittee Chair, ASTM E53.10

Director of Strategic Programs, Sunflower Systems


The Need for Standards



As
emerging economies develop more rigorous
business practices to help manage growth,
standards around how organizations manage
their assets will support international trade by
leveling differences in how business is grown and
managed

The Need for Standards


Risk
awareness has become a very high
concern among business executives and
government officials:


The
world has suffered from major industrial
disasters, the financial crisis and great
recession, and continued global instability
caused by civil unrest and economic duress
of certain nations


There
is a need for an element of stability
and this standard intends to be a leveling
force for international trade



Background:

Standards Organizations


ANSI


American National Standards
Institute


ISO


International Organization for
Standardization, European based developer
of international standards


ASTM


ASTM International is a US based
developer of international standards

Standards Development
Committees


PC 251


ISO Project Committee tasked with
developing a management system standard for
Asset Management


US Technical Advisory Group (US TAG)
-

ANSI
sanctioned US group participating in PC 251


ASTM E53


ASTM standards committee for
asset management standards, and the ANSI
sanctioned host of the US TAG to PC 251

Topics


Facts


what’s happened and what’s the
schedule?


Players


who’s involved?


Concepts


what’s new?


Take aways


what’s in it for you?



PC 251 Adopted 3 Year Plan

Timeline Status

Month
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
Stage
Working Drafts
Cttee Drafts
DIS
Comments
Resolution
FDIS
April 2013

Feb 2014

Jun 2012

Feb 2012

Oct 2011

Mar 2011

May 2011


Distribute

WD2

Sep 2011


WD2
Comments

RCVD

CD1

For Comment

CD2

For Ballot

DIS

ISO 55000

History and Schedule


2000: First three ASTM E53 Asset Management
standards published


2004
: PAS 55 published


Winter 2009: BSI proposes PAS 55 as the basis
for an ISO
Management Systems Standard for
Asset Management


Spring 2009:
ASTM
E53 decides to engage in
the ISO Asset Management
standards
development
process


November 2009: ASTM E53 approved as official
US Technical Advisory Group
(US TAG)

by ANSI

ISO 55000

History and Schedule


June 2010: Preliminary Meeting of ISO Asset
Management committee in
London


September
2010: ISO approval of PC 251, Asset
Management
Systems


January 2011: First Working Draft (WD1)
released


February 2011:
US comments on
WD1
submitted



ISO 55000

History and Schedule


March
2011: First Official Meeting of PC251 in
Australia


April 2011: Working Draft 2 (WD2) released for
comment


June 2011: US TAG
Face
-
to
-
Face Meeting
at
ASTM HQ in
Philadelphia


August 2011: US comments on WD2 submitted


ISO 55000

History and Schedule


October
2011: Second Official Meeting of ISO
PC251 in Arlington,
VA (hosted by US TAG)


November 2011: First Committee Draft (CD1) for
comment released


December 2011: US TAG Face
-
to
-
Face meeting
to craft US comments at AMP Conference in
Bonita Springs, FL


January 2012: US comments on CD1 submitted




ISO 55000

History and Schedule


February
2012: Third
Official Meeting of ISO
PC251 in Pretoria, South Africa



March 2012: Second
Committee Draft (CD2) for
comment released


April 2012:
US TAG Face
-
to
-
Face meeting to
craft US comments at Meridium Conference in
Jacksonville, FL


May
2012: US comments on
CD2
submitted


ISO 55000

History and Schedule


June
2012: Fourth
Official Meeting of ISO PC251
in Prague, Czech
Republic


August 2012: Planned release of Draft
International Standard (DIS) for Ballot


TBD: US TAG Face
-
to
-
Face Meeting to discuss
and comment on the
DIS for Ballot


April 2013: Fifth
Official Meeting of ISO PC251 in
Calgary, CA


TBD 2013: Final ballot


February
2014: Target date for the release of
ISO 55000

ISO 55000 Structure


ISO 55000: Overview, Principles and
Terminology


A (critical) marketing document (why)


ISO 55001: Requirements


The “shall” statements (what)


ISO 55002: Guidelines


Explanations and examples (how)

Topics


Facts


what’s happened and what’s the
schedule?


Players


who’s involved?


Concepts


what’s new?


Take aways


what’s in it for you?



ISO/PC251 Participating Countries

1. Argentina

2. Australia

3. Canada

4.
Chile

5. China

6. Czech
Republic

7.
Denmark

8.
Finland

9.
Germany

10.
India

11. Ireland

12. Italy

13. Republic of
14. Korea

15. Netherlands

16. Mexico

17. Norway

18. Peru

19. Portugal

20. South Africa


21. Spain

22. Sweden

23. United Kingdom

24. United States of
America

25. United Arab
Emirates

26. Japan

27. France

28. Switzerland

US TAG Participating
Organizations

Stratum Consulting Partners

E
-
ISG Asset Intelligence



Anyone
can participate in E53.10 or the
TAG



For the US TAG there
is a $1,000 initial
application fee and $250 annual participation
fee.



Recommend
that you join both ASTM Committee
E53 as well as the US TAG.



Katerina
Koperna


kkoperna@astm.org

-

will
furnish information about joining ASTM.



Contact
any E53.10 officer for further details
regarding joining the TAG.





Sponsorship Opportunity

Topics



Facts


what’s happened and what’s the
schedule?


Players


who’s involved?


Concepts


what’s new?


Take aways


what’s in it for you?



Concepts


what’s new?




Asset


Asset or property?


Asset life


Asset Management


Asset Management System



Federal
Property

and

Administrative Services Act of 1949



“…to provide for the Government an
economical and efficient system for”:


the procurement and supply of personal
property

and nonpersonal services


the utilization of available
property


the disposal of surplus
property


records management


Title II


Property

Management

ISO 55000 Definitions




Asset


something with potential value to an
organization and for which the organization has
a responsibility


Asset System
-

group of assets that interact
and/or are interrelated so as to deliver a
required business function or service


Asset = Asset System

ISO 55000 Definitions




Asset is the term used around the world


NPMA, ASTM E53 and government entities are
adopting the term

Asset Life


Asset life is defined as the period from
its conception to end of life


Assets often pass through identifiable
asset life stages


The description (and naming) of stages
can differ for different assets and
different applications/organizations


An asset system, through the
replacement, modification and/or
maintenance of component assets, may
even have an indefinite life


Asset Responsibility Period

Responsibility Period


The “responsibility period” is the period of time
over which an organization has accountability for
an asset and can be within one or many of the
assets life stages


The role of asset management is to maximize
value from assets across each of the asset life
stages that fall within or in some instances
beyond the "responsibility period" of the
organization


Responsibility Periods

Asset Management
Lifecycle for Organization 2

Asset Management
Lifecycle for Organization 1

Asset Management Life Cycle


An asset holds continuing value potential to one
or more organizations over its life


Asset life does not necessarily coincide with the
period over which any one organization holds
responsibility for the asset

Asset Management


Asset management enables the
realization of value from assets



Value realization is achieved
through the use of analytical
approaches and implementation
processes that have similar core
characteristics, no matter what the
industry



Concepts


what’s new?


Asset


Asset or property?


Asset life


Asset Management


Asset Management System



ISO Required

Management System

Definition


Management System


Set of
interrelated or interacting elements of
an organization to establish policies
and objectives, and processes to
achieve those objectives




ISO Required

Management System

Definition


These standards describe a
Management System for Asset
Management


They do not describe processes for the
management of assets


ASTM E53 standards cover life cycle
functions of the management of assets





Topics


Facts


what’s happened and what’s the
schedule?


Players


who’s involved?


Concepts


what’s new?


Take aways


what’s in it for you?



What’s in it for your organization?


ISO 55000 promises to be a widely recognized
and adopted international standard


Assurance that they are doing the right things


Focus is on supporting the mission and
objectives of your organization


Realizing value from the organization’s assets

What’s in it for you?


Better enable all of us to do our jobs


Increased management awareness of asset
management


More “transportable” job skills and expertise


More opportunities

ASTM E53.10 Committee

ISO Asset Management Activities
Officers:

Chair:


James Dieter, CPPM CF, Sunflower Systems,




jdieter@sunflowersystems.com






Vice Chair:

Scott Morris,
Genzyme
,
scott.morris@genzyme.com





Recording

Scott Pepperman, Executive Director, National Association
Secretary:

for the State Agencies for Surplus Property,




ExecutiveDirector@nasasp.org



Membership

Kim Doner, CPPM, SRA International,
kim_doner@sra.com


Secretary:



ASTM Staff


Katerina Koperna, ASTM International,
kkoperna@astm.org

Manager