Wits IAM 16 AM Enablers August 2024 PDF

IAM16 AM ENABLERS Objective Organisation Structure Integration Getting Acquainted with Leadership and leadership Roles and Responsibilities Information Systems and tools Presenter: Rob Childs Pr Eng PMP CSAM  Objective...

IAM16 AM ENABLERS Objective Organisation Structure Integration Getting Acquainted with Leadership and leadership Roles and Responsibilities Information Systems and tools Presenter: Rob Childs Pr Eng PMP CSAM  Objectives ❑ Understanding the essential element of the need for competent people ……… in addition to good management frameworks, AM techniques, systems, and data ❑ Awareness of an emerging certification scheme for Practitioners in Asset Management – being supported globally and being pursued in South Africa ❑ Awareness of the blend of AM roles across a typical AM organisation  2013 2023 Population 4,4M 6,4M Average 3% pa growth - high Water Access Backlogs (hhs) 26 000 2,000 Very significant gains Sanitation Access Backlogs (hh) 102 000 10 000 Very significant gains …. Water consumption Ml/d 1 480 Ml/d 1620Ml/d + Exceeding licensed amount, AM Practice … though unit demand is down Current Replacement Cost (CRC) R43bn R115bn Significant additional infrastructure Depreciated Replacement Cost R20bn R48bn (DRC) Asset Consumption Ratio 46% 42% Deteriorated – even with new then and now (DRC/CRC) infra ……. 40% is the tipping ………..10 years point Infrastructure at high risk of failure R5bn (R9bn) R22bn Doubled in real terms (10 to 20 on……. (Backlog) years’ budget) AM Practice Maturity 35% 66% Better data, more clear position Annual Depreciation (CRC-based) R870 000 R2 080 000 Indicative of annualized renewal spend needs Assessed Renewal Need (lifecycle R1,0 bn pa R2,5 bn pa NB – 8% of current HCB CV is models) R1bn – renewal is 2 to 3 x greenfield cost Capital budget provided (% of R250 M R700M Rate of renewal initially assessed need) (25%) (28%) escalated but then not increased further What is SAAMA? ❖ Mission: ▪ SAAMA represents and promotes the interests of asset management practitioners, professionals and asset owners in Southern Africa Teams: Engineers, Accountants, Planners, Risk Promotes Managers, Management Scientists integrated solutioning ❖ Objectives ▪ Increase awareness of SAAMA and the importance of asset management in the successful management of industrial assets and public infrastructure Access to a Tools for effective management of large / critical Body of public infrastructure portfolios Knowledge ▪ Upskill and professionalize maintenance and asset management practitioners ie develop competency Designations framework ▪ Gain financial independence and stability as a non-profit organization ▪ Increase membership benefits or value proposition Global Collaboration …..SAAMA’s participation in global Non-profit organisations: ❖ Promote and develop the maintenance & asset management professions by collaborating on knowledge, standards and practices ❖ Create a global certification scheme (GCS) for Asset Management Practitioners and Advisors ❖ Certified Assessors in Asset Management (CAMA) - exam languages: English, Japanese, Portuguese, French, Spanish……. next: China, India WPiAM (not for profit) – Partner Organisations  AM Roleplayers ….example from JW AM Procedures Manual Key Responsibilities Capacity….. or COMPETENCY ? ❖ Knowledge ❖ Skills QUALITY OF AM ❖ Experience PRACTICE ❖ Leadership ❖ Teamwork ❖ Well-structured organisations ❖ Clear roles & responsibilities ❖ ……..Processes, systems tools  Masters of their craft …… also team players …. & play in harmony with the whole organisation  AM Roles (WPiAM-aligned SAAMA Designations) Designation Role Work exp Knowledge Responsible for the management of integrated AM outcomes of a significant Minimum of NQF 7 or RPL in core discipline suppl portfolio; in so doing: 8yrs in AM with applicable AM courses; or Develops and implements integrated organisational AM policies, Physical Asset Manager qualification; CSAM – procedures (comprising processes, roles, support systems, models and and Certified Senior data), strategies and plans CAMA (or updated SCPP^) Practitioner in Ensures policy, strategy and tactical and operational decisions are AM properly informed Ensures effective risk, performance and financial management control Ensures implementation of ongoing AM practice improvement Integrates with / participates as part of top management Responsible for the management of a specific domain of AM. In so doing: Minimum of NQF 6 or RPL in core discipline sup Informs organisation-wide policies, procedures, strategies and plans 5yrs in AM with short AM course(s); or Physical CPAM – relating to the domain Asset Practitioner qualification; and Certified Implements organisation’s applicable risk, performance and financial CAMA (or updated SCPP^) Practitioner in management controls, and informs optimisation within the domain AM Integrates inputs from and provides outputs to other AM practitioners in the organisation Responsible for implementation of specific operational processes within a Minimum of NQF 5 or RPL in core discipline; CTAM – domain of AM. In so doing: 2yrs in AM Short intro course on AM; and Certified Implements domain-specific tasks “Core” version of CAMA (or adjusted Technical Coordinates as a member of the AM team SCPP^) Specialist in AM  Objectives of the Global Certification Scheme (GCS) ……..the GCS extends CAMA within a broader set of certifications that apply to Practitioners and Advisors in AM – as follows, to: ❑ Promote broad recognition of the value of AM professionals ❑ Promote ownership and pursuit of AM by individuals as a profession ❑ Attract & retain competent people in the AM profession, at all levels ❑ Promote career advancement, global transportability and augmentation of other professions in the field of AM ❑ Facilitate transferability across industries and countries ❑ Specify minimum AM competency for typical AM roles ❑ Recognise skills and knowledge achieved via different pathways and operational environments Initial focus was on core designations of CSAM, CPAM and CTAM …….and now extended to additional roles GCS Requirement Principles ❑ Central theme: successful AM is founded on effective TEAMWORK (“AM: Coordinated activity of an organization to realise value from assets” (ISO 55001)) Candidates must therefore: ❑ Not only perform their own specific role in a competent manner (that are the subject of other industry / professional certifications) …..they must also: ❑ Have a keen awareness and appreciation of the fit of these endeavors with those performed collectively in line with the organisation’s AM Framework, operationally, tactically and strategically ……; and ❑ Demonstrate active participation in the assembly, maintenance and implementation of the integrated AM Framework (as applicable to their role) ❖ Requirements: demonstrated …… knowledge (Domain, integration), experience in understanding of the relevant contexts (country, industry, organization, AM) and skill in successful application (on a significant portfolio / area of the business)  Other Guiding Principles ❑ CSAMs and CPAMs – will generally be practitioners in asset-intensive organisations, though the certification also includes external “advisors” / Domain experts / consultants at the respective levels ❑ Alternative certification routes may be accommodated – though require longer work experience; undergo more rigorous review of workplace artefacts and the applicant’s participation; option for interview ❑ Continuing Professional Development (CPD) will be required to maintain the GCS-accredited certifications (as with CAMA certification) ❑ Country-specific guidelines provide explicit and simple interpretation of the requirements to guide candidates in their application (to the Member organisations), as well as noting the fit of the GCS with existing qualifications, certifications and statutory requirements across applicable industries ❑ The accreditation guidelines will be reviewed and audited by WPiAM to ensure a consistent approach Core AM Practitioner Roles (initial designations) CSAM: Leader of a multi-disciplinary team responsible for the CSAM design, establishment, ongoing improvement and management (Certified Senior Principal oversight of the application of the integrated AM Framework at in Asset Management) an asset-intensive organisation CPAM: Leader of a team responsible CPAM for the design, establishment, ongoing CPAM CPAM improvement and management (Certified Practitioner in oversight of the application of a CTAM Asset Management) CTAM domain of AM that is a significant part of an organisation s overall AM Framework CTAM CTAM CTAM (Certified Technical CTAM: Professional, technician or Specialist in Asset tradesperson responsible for CTAM CTAM implementing specific and essential Management) activities in a domain of AM in the context of the organisation s overall CTAM CTAM CTAM AM Framework ………. and now the WHOLE TEAM, around the core CEAM: Responsible for integration into organisation s CFAM (Certified Fellow Industry Expert: Made significant AAMC - INTERNAL overall management system and its decision-making in Asset Management ) contribution to the Industry STAKEHOLDERS relating to AM (strategies, plans, and resource allocation) BOARD / CEAM CAMA CAMA: Responsible for assessment COUNCIL (Certified Executive in (Certified Asset of AM Practice – Auditors / Asset Management) Management Assessor) Assessors AAMC - EXTERNAL STAKEHOLDERS HEADS OF CORE AM PRACTITIONER ROLES CSAM CSAM: Leader of a multi-disciplinary team responsible for the CORE - Customers / Users DEPARTMENT design, establishment, ongoing improvement and management (Certified Senior Principal - Interest Groups oversight of the application of the integrated AM Framework at in Asset Management) - Related organisations an asset-intensive organisation CPAM: Leader of a team responsible OTHER for the design, establishment, ongoing DISCIPLINE CPAM CPAM CPAM improvement and management PRACTITIONERS (Certified Practitioner in oversight of the application of a CTAM Asset Management) CTAM domain of AM that is a significant part of an organisation s overall AM Framework CTAM CTAM CTAM (Certified Technical CTAM: Professional, technician or Specialist in Asset tradesperson responsible for CTAM CTAM implementing specific and essential Management) activities in a domain of AM in the context of the organisation s overall CTAM CTAM CTAM AM Framework AAMC: New Entrants, Internal Stakeholders AAMC (Awareness of wanting Knowledge of Asset Management AAMC AAMC AM Certificate)  Career Progression Options INDUSTRY EXPERTS Typical minimum qualification (country equivalence) or recognised work-place CORPORATE experience ❑ Domain or AM degree OVERSIGHT ❑ Management Science post graduate degree (& minimum CTAM exam) ❑ Domain or AM degree ❑ Advanced Diploma in Domain or AM ❑ Advanced Diploma / Trade Certificate NON-CORE ROLEPLAYERS / NEW ENTRANTS  Application at a Typical Municipality Municipal Manager Human Resources Audit Manager Officer Chief Financial Chief Information Director: Integrated Director: Engineering Chief Risk Officer Who prepares the Officer Officer Planning Services AMPs? Manager: Manager: (… perhaps with PSP Risk Officers Director: Financial Director: Strategic Planning Capital Projects Systems support….) Management Manager: Infra Sector 1 Project Managers Manager: Director: Spatial Assistant Planning Manager: “Asset Management Office” (AMO) Management Accounting Town Planning Project Managers …. responsible for: Planners Senior ▪ AM Framework Accountants Technicians ▪ Physical AM Policy Supply Chain Regional ▪ SAMP & AMPs Manager KEY: Operations Managers ▪ AM Procedures Manual CEAM Clerks CSAM Senior ▪ Monitoring & reporting CPAM Technicians CTAM ▪ Support to AM SteerCo – AM Baseline Course Technicians Chaired by MM to drive the Artisans initiative  BANKERS ….. Business is to lend ……Risk management Guarantees (sovereign limit) Getting Acquainted with Estimating, Costing and Pricing Sustainable / Reliable Infrastructure-based of Construction Tenders service delivery Asset Registers Asset Management Plans  Getting Acquainted with Estimating, Costing and Pricing of Construction Tenders