barriers to asset management...2017/03/13 · barriers to asset management wally wells, executive...
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Barriers to Asset Management
Wally Wells, Executive Director, Asset Management BC Glen Brown, General Manager Victoria Operations, UBCM
LeveragingtheGasTaxAssetManagementSurveyandtheAssetManagementBCPartnershipApproachtoDevelopLocalGovernmentCapacityinBC
Presentation Overview BC Approach for Asset Management
• AssetManagementBC BC Asset Management Assessment (Survey)
• Gas Tax Asset Management Requirements • Survey Results • Next Steps
Moving Forward – Building a Work Plan
• AMBC Work Plan • Leveraging Partner Work Plans
Questions
BC Approach • Stakeholder/Prac..onerledandendorsed• Bo3omUp,TopDown• Nonprescrip.ve
• Focusonbuildingawareness,educa.on,bestprac.ces• Flexible,scalable,incremental
• IntegratedintoFundingPrograms• DeliveredthroughAssetManagementBC
Asset Management BC SingularObjecBve
“Tocreateandfacilitateopportuni.estoshareknowledge,toolsandinforma.onrespec.ng‘integrated’assetmanagement”
BC Gas Tax Asset Management Commitments BCGTFAgreement,ScheduleF–AssetManagement
ScheduleF–AssetManagementiden4fies;• ThePartnershipCommi=eewilldevelopanAsset
ManagementFramework,• TheFrameworkwillrecognizethevaryingcapaci4esoflocal
governmentsandtherangeofongoingassetmanagementac4vi4es.
PartnershipCommi=eehasapproved;• AssetManagementforSustainableServiceDelivery:ABC
Framework,and• Localgovernmentassetmanagementcommitments
pursuanttotheFramework
ASSESS
PLAN
ENGAGE
Infor
mation Finances
Assess Asset Management Practices
Measure and Report
Assess the Current State
of Assets
Asset Management
Policy
Asset Management
Strategy
Asset Management
Plan
Integrate to Long-term
Financial Plan
Implement Asset
Management Practices
IMPL
EMENT
Assets People
COM
MUNICATE
REVIEW
h3p://www.assetmanagementbc.ca
Asset Management Commitments
UndertheGTF,thecommitmentsincludethree(3)phasesformee.ngassetmanagementrepor.ngrequirements:Phase1:2016AssetManagementAssessmentForm–BaselineData-Establishesbaselineinforma.ononlocalgovernmentassetmanagementprac.cesandinforma.onmanagement,Phase2:2017AssetManagementAssessmentForm–ImplementaEonPlan-Establishesindividuallocalgovernmentassetmanagementcommitmentstowardsimplemen.ng/improvingassetmanagementprac.ces,andPhase3:2019&2022AssetManagementAssessmentForm–ProgressReport-ReportsonlocalgovernmentassetmanagementprogressmadeduringthetermoftheAgreement.
Phase 1: 2016 Asset Management Assessment Form – Baseline Data
Mandatoryrequirement• 189localgovernments• Self-reportedresults• Localgovernmentsprovidedindividualresults/data
Over50detailedques.onsaskedPart1• Focusonassetmanagementprac.ces• FollowsAssetManagementforSustainableServiceDelivery:ABC
Frameworkmethodology• AssetSMART,BCAssetManagementRoadmap
Part2• Focusonassetdata/informa.on• FollowsCanadianInfrastructureReportCardmethodology
Results 44%!
37%!
24%!
13%!
6%! 5%!
0%!
5%!
10%!
15%!
20%!
25%!
30%!
35%!
40%!
45%!
50%!
Led by CAO/CFO following a
corporate, top-down approach!
Led by individual staff following a
bottom-up approach!
A combination of staff and council/board members
lead AM following an integrated
approach!
Consultant led! AM department leads AM activities!
A leadership approach for AM
has not been established!
Res
pons
es (%
)!
Local Government Asset Management Leadership Apporaches!
67%!
52%! 51%!
24%!21%! 20%!
8%!
0%!
10%!
20%!
30%!
40%!
50%!
60%!
70%!
1! 2! 3! 4! 5! 6! 7!
Res
pons
es (%
)!
Local Government Staff Communication and Engagement in Asset Management!
72%!
57%!
49%!44%!
20%!
12%!8%!
0%!
10%!
20%!
30%!
40%!
50%!
60%!
70%!
80%!
1! 2! 3! 4! 5! 6! 7!
Resp
onse
s (%
)!
Communication and Engagement of Asset Management Between Local Government Staff and
Elected Officials!
5!
18!
38!
11!
37!
52!
79!
53!
92!
78!
53!
78!
47!
34!
16!
40!
7!
5!
3!
7!
Condition and Location!
Level of Service!
Risk!
Expenditures!
Assessment of Data for Existing Assets: Location, Condition, Level of Service, Risk, and Expenditures !
Not Developed!Underdeveloped!Competent!Strong!Outstanding!
0!
10!
20!
30!
40!
50!
60!
70!
80!
90!
100!
Risk assessments have been completed
for asset!
Information on potential risks that
may impact sustainable service
delivery!
The criticality (perceived
importance) regarding asset(s) failure!
Assets have a risk register that accounts for the consequence
of failure!
Assets have a risk register that accounts for the probability of
failure!
Renewal, repair and/or replacement of
assets is prioritized by risk or consequence
of failure!
Indi
vidu
al R
espo
nses!
Assessment of Information on Existing Assets - Risk!
4%!
57%!17%!
22%!
Finance - Debt !
10%!
13%!
48%!
9%!
20%!
Finances - Revenues!
28%!
21%!21%!
12%!
7%!
1%!10%!
Finance - Reserve Funds!
130!
105!
59!
37!
69!
48!
15!
12!
38!
4!
1!
25!
3!
2!
18!
Reporting!
Measuring!
Practices!
Asset Management Implementation!
Not Developed!Underdeveloped!Competent!Strong!Outstanding!
Yes!27%!
No!46%!
In-progress!27%!
Local Governments with Formalized Asset Management Processes!
Very poor/Critical"
3%"
Poor"10%"
Fair"27%"
Good"40%"
Very Good"20%" Average Condition Rating for Potable Water Assets
as Reported by BC Local Governments!
Observations & Next Steps • 2016AssetManagementAssessmentForm–BaselineDatatriggeredac.on
• Most(ifnotall)BClocalgovernmentsac.vewithAM• 50+%ofBClocalgovernmentsmoveforwardwithastrongfounda.on
• FocusAreas• Educa.on/Awareness/Training• Assess–LevelsofService,Risk• Plan–develop/formalizeplans/processes• Implement–measure,report(communica.on)
Observations & Next Steps • Furtheranalysisof2016Data• ReviewPart2requirements• 2017AssetManagementAssessmentForm–Implementa.onPlan
• LocalgovernmentcommitmentstoAM• Needsassessment
Moving Forward – Developing a Work Plan
• LeveragecurrentinterestandmomentuminBC• Buildworkplanaround2016surveyresults(FocusAreas)
• Addi.onalanalysis/informa.on• Integrate/AlignAMBCPartnerworkplans/ac.vi.es• Leveragefundingopportuni.es–GTF,AMPGP,MAMP• Share/Collaboratena.onally
Moving Forward – Developing a Work Plan
• AMBCWorkPlan–currentac.vi.es/ac.ons• AssetManagementforSustainableServiceDelivery:ABCFrameworkUpdate(ClimateChange)–AMPGP
• BCAssetManagementRoadmapUpdate–AMPGP• SustainableServiceDeliveryTool(PerformanceMeasurement)–GrandForks/GTF
• RegionalNAMStraining• 2017AMBCConference(November)• AMBCWebsiteRefresh–Province• AMBCNewsle3ers• AMBCPartnershipAgreement
Moving Forward – Developing a Work Plan
• AMBCWorkPlan–indevelopment/considera.on• ElectedOfficialoutreach/educa.on
• DevelopCurriculum(LocalGovernmentLeadershipAcademy)• AMAwardProgram(UBCMCommunityExcellenceAwards)• WorkshopSeries
• General• LevelofService,Risk• PerformanceMeasurement,Repor.ng,Communica.on
• Webinars–focusedsubjectareas• Con.nuetocollaborate/integrateandsharelocally,regionallyandna.onally
Questions?
Wally Wells –infor@assetmangementbc.ca Glen Brown - gbrown@ubcm.ca
www.assetmanagementbc.ca
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