fundamentals of asset management - simple - werfsimple.werf.org/simple/media/epaasset/step 1....
TRANSCRIPT
Fundamentals of Asset Management 3
First of 5 core questions
1. What is the current state of my assets?What do I own?Where is it?What condition is it in?What is its remaining useful life?What is its remaining economic value?
Fundamentals of Asset Management 4
System Layout;Data Hierarchy,Standards, and
Inventory
1. What is the current state of my assets?
AM plan 10-step process
DevelopAsset
Registry
AssessCondition,
Failure Modes
DetermineResidual
Life
DetermineLive Cycle &Replacement
Costs
Set TargetLevels of
Service (LOS)
DetermineBusiness Risk(“Criticality”)
OptimizeO&M
Investment
OptimizeCapital
Investment
DetermineFundingStrategy
Build AMPlan
Fundamentals of Asset Management 6
Tom’s wastewater collection system layout
Byrne Point Madison Street Jones StreetDowntown
Pump Stations
Fundamentals of Asset Management 7
Jones Street pump station cross-section view
Power Pole &Transformer
Wet Well
Pumps
Sump PumpDry Well
Drive Shafts
SwitchboardMotors
Inlet Sewer
Inlet Screen
CaissonAccess Stairs
Control
Superstructure
Power Pole &Transformer
Wet Well
Pumps
Sump PumpDry Well
Drive Shafts
SwitchboardMotors
Inlet Sewer
Inlet Screen
CaissonAccess Stairs
Control
Superstructure
Fundamentals of Asset Management 8
Jones Street pump station “aerial” view
Power Pole& Telephone Lines
Landscape Planting
Local Road
Incoming Sewers & ManholeSecurity Fence
Control Valve
Gantry Crane
Access Road Dry Well
Force Main & Valves
Wet Well
Power Pole& Telephone Lines
Landscape Planting
Local Road
Incoming Sewers & ManholeSecurity Fence
Control Valve
Gantry Crane
Access Road Dry Well
Force Main & Valves
Wet Well
Fundamentals of Asset Management 9
What is an asset register?
Systematic recording of all assets an organization owns or for which it has responsibilityUses asset identification numbers to which attribute information can be linked
Fundamentals of Asset Management 10
Sources of data
As-built drawingsDesign drawingsManufacturers’ manualsBid documentsSchedules of quantitiesStaff—current and previousPhotos and videos
Fundamentals of Asset Management 11
Types of asset registers
Hierarchical—parent, childCategory-basedProcess loopsSpatial relationships—GPS-generatedBusiness unit responsibilitiesService provisions
GPS is global positioning system
Fundamentals of Asset Management 12
Asset hierarchy
Facility
Parent Asset
Parent Asset
Child Asset
Child Asset
Grandchild Asset
Grandchild Asset
Fundamentals of Asset Management 13
Asset hierarchy, levels 1 and 2
Facility
Parent Asset
Parent Asset
Child Asset
Child Asset
Grandchild Asset
Grandchild Asset
Level 2
Fundamentals of Asset Management 14
Asset hierarchy, level 3
Facility
Parent Asset
Parent Asset
Child Asset
Child Asset
Grandchild Asset
Grandchild Asset
Level 3
Fundamentals of Asset Management 15
Asset hierarchy, level 4
Facility
Parent Asset
Parent Asset
Child Asset
Child Asset
Grandchild Asset
Grandchild Asset
Level 4
Fundamentals of Asset Management 16
“Whole of government” asset hierarchy
Sunshine CitySunshine City
Level 1Whole of City
Sunshine CitySunshine City
Level 1Whole of City
Water Services Water Services
Wastewater Services Wastewater Services
Level 3 Program Services
Water Services Water Services
Wastewater Services Wastewater Services
Level 3 Program Services
Public Works Public Works
TransitTransit
Parks & RecreationParks & Recreation
Water UtilitiesWater Utilities
Convention CenterConvention Center
BuildingsBuildings
Aviation Aviation
Police Police
Level 2 Business Units
Fire-RescueFire-Rescue
Public Works Public Works
TransitTransit
Parks & RecreationParks & Recreation
Water UtilitiesWater Utilities
Convention CenterConvention Center
BuildingsBuildings
Aviation Aviation
Police Police
Fire-RescueFire-Rescue
Level 2 Business Units
Collection Systems Collection Systems
Treatment Systems Treatment Systems
Disposal Systems Disposal Systems
Level 4Major System Elements
Collection Systems Collection Systems
Treatment Systems Treatment Systems
Disposal Systems Disposal Systems
Level 4Major System Elements
Gravity Sewers Gravity Sewers
Siphon Structures Siphon Structures
Pump Stations Pump Stations
Force Mains Force Mains
Level 5Major System Facilities
Gravity Sewers
Siphon Structures
Pump Stations
Force Mains
Level 5Major System Facilities
Gravity Sewers
Siphon Structures
Pump Stations
Force Mains
Manholes
Fundamentals of Asset Management 17
Asset hierarchy example, levels 1 and 2
Sanitation Program
Eastern Systems
Northwest Systems
Southern Systems
Level 1
Fundamentals of Asset Management 18
Asset hierarchy example, levels 1 and 2
Sanitation Program
Eastern Systems
Northwest Systems
Southern Systems
Level 1
Level 2
Fundamentals of Asset Management 19
Asset hierarchy example, levels 1 and 2
Sanitation Program
Collection Systems
Treatment Systems
Disposal Systems
Level 1
Fundamentals of Asset Management 20
Asset hierarchy example, levels 1 and 2
Sanitation Program
Collection Systems
Treatment Systems
Disposal Systems
Level 1
Level 2
Fundamentals of Asset Management 21
Asset hierarchy example, levels 2 and 3
Collection System
Gravity Sewers
Siphon Structures
Pump Stations
Force Mains
Level 2
Fundamentals of Asset Management 22
Asset hierarchy example, levels 2 and 3
Collection System
Gravity Sewers
Siphon Structures
Pump Stations
Force Mains
Level 2
Level 3
Fundamentals of Asset Management 23
Asset hierarchy example, levels 3 and 4
Gravity Sewers
Manholes
Pipelines
House Connections
Drop Structures
Sewer Ventilation
Level 3
Fundamentals of Asset Management 24
Asset hierarchy example, levels 3 and 4
Gravity Sewers
Manholes
Pipelines
House Connections
Drop Structures
Sewer Ventilation
Level 3
Level 4
Fundamentals of Asset Management 25
Asset hierarchy example, levels 2 and 3
Collection System
Gravity Sewers
Siphon Structures
Pump Stations
Force Mains
Level 2
Level 3
Fundamentals of Asset Management 26
Asset hierarchy example, levels 3 and 4Pump Stations
Inlet Sewer and Screen
Wet & Dry Well
Superstructure
Pumps and Motors
Force Main
Electrics
Land and Surroundings
Controls
Level 3
Fundamentals of Asset Management 27
Asset hierarchy example, levels 3 and 4Pump Stations
Inlet Sewer and Screen
Wet & Dry Well
Superstructure
Pumps and Motors
Force Main
Electrics
Land and Surroundings
Controls
Level 3
Level 4
Fundamentals of Asset Management 28
Roll up concept
Sanitation System
Major Facilities
Child Assets
GrandchildComponents
Spare Parts
informationroll-up
Confidence at the asset level is required to roll up cost
management (and asset performance) with confidence
Cumulativecost
Fundamentals of Asset Management 29
Maintenance managed item
Maintenance managed item(MMI) is an item at the lowest level—the smallestsubdivision—of an asset registry composed as a nested hierarchy
Typically, it is the level at which an asset is maintained(for example, parts are identified), or decisions are made to repair, refurbish, or replace
Think “work order”
Asset
Component
OR?
Fundamentals of Asset Management 30
Using process layout with asset registry
DamperLouver
Filter
Silencer
Venturi Meter
Butterfly Valve
Centrifugal Blower40,000 CFM
Blower System
40,000 CFM
Blower System
40,000 CFM
Blower System
25,000 CFM
Blower System
Check Valve
Air Discharge Header
Air Intake Duct
25,000 CFM
Blower System
Air Intake
See Detailed Schematic of Blower 4 System Below
1 2 3 4 5
To Aeration Tanks
Fundamentals of Asset Management 31
Using process layout with asset registry
Silencer
Flow Meter Butterfly ValveCentrifugal Blower
Electric Motor
Check ValveOil Cooler
Motor Starter and Control
Motor Cooling Fan
Valve Actuator
Coupling
Blower Bearing
Motor Bearing
Motor Bearing
Blower BearingT
T
T
T
Bearing Temp. Sensor
Bearing Temp. Sensor
Bearing Temp. Sensor
Bearing Temp. Sensor
Oil Pump
Auxiliary Oil Pump
Cooler
Thrust Bearing
Fundamentals of Asset Management 32
Facility
Parent Asset
Child Asset
Grandchild
Component
Subcomponent
What hierarchy level is best for identifying a maintenance management item (MMI)?
That level?
Here???
This one??
Asset hierarchy
Fundamentals of Asset Management 33
Facility
Parent Asset
Child Asset
Grandchild
Component
Confidence Level
95%
Data confidence levels within asset hierarchyConfidence level in this context means
the confidence the decision-maker has that the decision rendered is the best solution at the right time
85%
70%
40%
55%
Fundamentals of Asset Management 34
Facility
Parent Asset
Child Asset
Component
Subcomponent
Spare
x 1.7
x 2.5
x 1.0 (Facility, Parent Asset, Child Asset)Cost Factor
Cost factor for obtaining asset data increases with increasing
depth in the asset hierarchy
Data costs within asset hierarchy
x 4.5
Fundamentals of Asset Management 35
1 2 3 4 5 6 7 8 Level 9Name
Sanitation SystemDisposal SystemCollection System Treatment Plants
Westerly Treatment PlantSoutherly Treatment PlantEasterly Treatment Plant
Aeration System Aeration Facility
Building & Services Intake HeaderBlower Assembly
Motor StarterBlower Assembly 1Blower Assembly 1Blower Assembly 1Blower Assembly 4
Rear motor bearingRear bearing temp sensorOil lube/cooling system
Oil pumpCirculation tubingOil sensor
Motor Cooling SystemCooling Water PumpsEletric Motor for Cooling SystemPiping and valves
Electric motorFront motor bearingFront bearing temp sensorCouplingRear blower bearingRear bearing temp sensorCentrifugal blower
HousingMain shaftImpellerSeals
Front bearing temp sensorFront blower bearingDischarge check valveInlet butterfly valveSilencerFlow MeterThrust Bearing
Blower Assembly 5Discharge Header
Aeration Tanks
Asset Hierarchy
Examples of tree-style asset hierarchy
Fundamentals of Asset Management 36
Data standard
Written record:Asset identification naming conventionAttributesRecord layoutsDatabase architecture and protocolsData collection protocols
Fundamentals of Asset Management 37
Asset ID naming convention issues
What is an asset? (What gets a unique ID?)Linear (pipe) vs. vertical (plant) assets• Geo-reference• CAD versus GIS
Active vs. passive• Lock-out/tag-out• Asset ID vs. asset location for mobile assets
CAD is computer-aided design, GIS is geographic information system
Fundamentals of Asset Management 38
Data collection strategyATTRIBUTE SOURCE LEVEL USE
Asset List SPL / Drawings Asset AllAsset Hierarchical SPL / Drawings Asset AllAsset ID / Number SPL / Data Standard Asset AllAsset Status Field Inspection, Staff Interviews Asset AllAsset Type SPL / Data Standard Asset See Level ColumnInstallation Date Drawings / Staff Interviews Asset Renewal TimingLast Rehab Date Staff Interviews Asset Renewal TimingSize Drawings / Field Inspection Asset CoF, ValuationSize Unit Drawings / Field Inspection Asset CoF, ValuationLength Drawings / Field Inspection Asset CoF, ValuationLength Unit Drawings / Field Inspection Asset CoF, ValuationCapacity Drawings / Field Inspection Asset CoF, ValuationCapacity Unit Drawings / Field Inspection Asset CoF, ValuationCondition Inspection, Staff Interviews Asset Renew Timing, PoF
...Etc.
Fundamentals of Asset Management 39
ATTRIBUTE SOURCE LEVEL USEAsset List SPL / Drawings Asset AllAsset Hierarchical SPL / Drawings Asset AllAsset ID / Number SPL / Data Standard Asset AllAsset Status Field Inspection, Staff Interviews Asset AllAsset Type SPL / Data Standard Asset See Level ColumnInstallation Date Drawings / Staff Interviews Asset Renewal TimingLast Rehab Date Staff Interviews Asset Renewal TimingSize Drawings / Field Inspection Asset CoF, ValuationSize Unit Drawings / Field Inspection Asset CoF, ValuationLength Drawings / Field Inspection Asset CoF, ValuationLength Unit Drawings / Field Inspection Asset CoF, ValuationCapacity Drawings / Field Inspection Asset CoF, ValuationCapacity Unit Drawings / Field Inspection Asset CoF, ValuationCondition Inspection, Staff Interviews Asset Renew Timing, PoF
Major components of asset data
Tied to the asset ID…Physical attributesGeo-referenceO&M manualsDrawings and photosLife cycle costsKnowledge and strategy
Fundamentals of Asset Management 40
Two approaches to generating registry data
What we already have—retrospective
Critical firstUse existing crews as they respond to Work OrdersUse engineering students
What we are about to acquire—prospective
Tie to commissioning or handover processUse contract details to retain control
Fundamentals of Asset Management 42
Data responsibilities
Data Task Organization Group
Asset details Operations
Condition assessment Maintenance
Asset values Engineering
Residual physical lives Engineering
Probability of failure Maintenance
Consequence of failure Engineering
Business risk exposure Engineering
Optimal renewal strategy Maintenance or Engineering
Fundamentals of Asset Management 43
Key points from this session
Key Points:We have to know what we have before we can manage appropriately what residual life is left.Everything in AM starts with the Asset Registry.The “data standard” is the key building block for AM asset registries.
Associated Techniques:Asset registry/inventory Data standards, asset hierarchySystem mapsDelphi approach to locating other sources of data Process diagrams“Handover” procedures
What do I own and where is it?