Technology to Support Asset Management Planning
A PRIMER: ASSET MANAGEMENT AND BUILDING ONTARIO PROVINCIAL FUNDING REQUIREMENTS
Technology to Support Asset Management
Daryush Esmaili, M.A.ScInfrastructure Technologist
City of Brantford
Technology to Support Asset Management Planning
Agenda
1. Provide an overview of the practices and processes required for asset management planning in support of technology and tools
2. Outline policies and techniques used in the development of the City of Brantford’s asset management program
What this is not:• A discussion of any particular asset management software
Technology to Support Asset Management Planning
Fundamental Truths
• Effective infrastructure planning does not always require software.
• No easy buttons or one size fits all solutions currently on the market!
• Software and data facilitate making, they do not make decisions.
• Mature asset management requires– Ongoing commitment– Business processes in place– Knowledge and understanding
Technology to Support Asset Management Planning
The Asset Management Plan
• Lifecycle Analysis and Financial Forecasting• Asset Valuation• Funding Management
Corporate and Strategic PlanningCorporate and Strategic Planning
Establish / Manage Service Levels
Establish / Manage Service Levels
Asset Management Strategy
Asset Management Strategy
Review and Collate Asset Information
Review and Collate Asset Information
Project Implementation and Delivery
Project Implementation and Delivery
• Condition Assessment and Performance Data• Asset Inventory and GIS• PSAB Register
• Strategic Objectives / Plans• Organizational Policies, Strategies and Goals
• Scheduling and Project Management• Planned Operations, Maintenance, Rehab and
Replacement
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Financial Planning and Modeling
Financial Planning and Modeling
• Lifecycle Strategies (Service Delivery, O&M, Rehab and Replacement)
• Condition Assessment and Performance Monitoring• Growth and Demand forecasting
Scope of Asset
ManagementPlanUnderstand the Current
State of InfrastructureUnderstand the Current State of Infrastructure
• Infrastructure Report Card• Asset Valuation and Replacement Costs
• Establish goals, standards and objectives• Develop measurement framework and benchmarks
Technology to Support Asset Management Planning
The Answers We Seek
Establish / Manage Service Levels
Establish / Manage Service Levels
Asset Management Strategy
Asset Management Strategy
Review and Collate Asset Information
Review and Collate Asset Information
Info
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Man
agem
ent &
Dat
a Im
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form
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anag
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Impr
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Financial Planning and Modeling
Financial Planning and Modeling
Understand the Current State of Infrastructure
Understand the Current State of Infrastructure
• What do we have and where is it?• What is it worth?• What condition is it in and how is it performing?
• What do we need to do?• When do we need to do it?
• How much money do we need?• How will we fund it?
Technology to Support Asset Management Planning
Review and Collate Asset Information
• Decisions are only as good as the information they are based on.• Data is only as good as the decisions that can be made with it.
• Description (where required)• Functional Information (Risk)
• Historical Cost• Replacement Cost• Book Value
• Installation, Rehab. and Replacement Dates
• Estimated Service Life (ESL)
• Quantity• Location• Condition• Size• Material Type• Performance
Physical Time
SalientCost
Technology to Support Asset Management Planning
Review and Collate Asset Information
Excel data dumps;
Maps etc.
Excel data dumps;
Maps etc.
GIS Department
Standard Data Collection forms by Construction Inspectors and Operators
Condition Inspection Data
Operation and Maintenance Data
LADR and Other
Databases
Data Exports and
Visualization
Analysis and Recommend
-ations
LADR data is linked to GIS
through unique feature ID’s
LADR data is linked to GIS
through unique feature ID’s
Information Management and
Data Improvement
Information Management and
Data Improvement
Technology to Support Asset Management Planning
Understand the Current State of Infrastructure
• What do we have and where is it?• What is it worth?
Technology to Support Asset Management Planning
Understand the Current State of Infrastructure
• What condition is it in and how is it performing?• Summarize asset condition• In the absence of condition data, remaining service life (RSL) can be used
as a proxy.
Rating Category Estimated RSL
Assets with increasedprobability of failure
Technology to Support Asset Management Planning
Establish / Manage Levels of Service
Internal External• Operations and Field Staff
• Management• Departments
• Business• Industry
• Commercial• Residential
Performance Related# of water main breaks / 100 km Length
O&M Cost / km Length
Service Related# Water Quality Issues
# Water Pressure Issues# Unplanned Service Interruptions
• Understand the expectations of service receivers
Technology to Support Asset Management Planning
Establish / Manage Levels of Service
• Track levels of service and understand the drivers
Technology to Support Asset Management Planning
Establish / Manage Levels of Service
• Communicate results
Technology to Support Asset Management Planning
Establish / Manage Levels of Service
Main breaks Leaking Hydrants
Reinvestment Rate
Non-Revenue Water
Inoperable or Leaking Valves
Emergency Service
Connection Repairs
Unplanned System
Interruptions
System Reliability ChartWater Distribution
0%
20%
40%
60%
80%
100%2010 City Results
2009 City Results
Group Median
74.7% 96.8% 26.4% 100.0% 71.0% 86.0% 79.5%
Technology to Support Asset Management Planning
Asset Management Strategy
• What do we need to do?• When do we need to do it?
Identify project “needs”for the next 5 – 10 years
Technology to Support Asset Management Planning
Asset Management Strategy
• Group identified projects by program area• Informative project descriptions (boundaries, drivers etc.)
Buildings / Facilities 1,967,000 1,640,000 2,100,000 2,925,000 1,412,000 3,000,000 2,176,000 2,189,000 2,100,000 2,163,000 21,672,000 Energy Conservation Initiatives Implementation (Green Energy Act Compliance) - 100,000 100,000 100,000 - - - - - - 300,000 John Noble Home Refrigeration System Replacement 95,000 - - - - - - - - - 95,000 John Noble Home S3 air conditioner replacement 125,000 - - - - - - - - - 125,000 Sanderson Centre Auditorium Roof Rehabilitation and Repairs 125,000 - - - - - - - - - 125,000 Sanderson Centre Auditorium Compressor and Cooling Coil Replacement 137,000 - - - - - - - - - 137,000
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2013 - 2022 Gross Cost
Road and Water 4,509,000 3,147,000 1,133,000 2,971,000 1,010,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 17,770,000 Marlborough Rd (Fourth Ave to Park Rd N) 326,000 - - - - - - - - - 326,000 West St (Edmondson St to Fairview Drive) 741,000 - - - - - - - - - 741,000 St. Paul Ave. (St. Paul Ave. to Charing Cross St) 279,000 - - - - - - - - - 279,000 Hillcrest Ave (Straw berry Lane to Shellard Lane) 226,000 - - - - - - - - - 226,000 Patterson Ave (Colborne St to Grey St) 537,000 - - - - - - - - - 537,000 Brantw ood Park Rd. (Dunsdon St. to Lynden Rd.) 2,400,000 - - - - - - - - - 2,400,000 St. Paul Ave. (Elmw ood St to Wood St) - 377,000 - - - - - - - - 377,000 Margaret Drive (West St to Morton St) - 251,000 - - - - - - - - 251,000 North Park St (St. George St to Highw ay 403) - 2,159,000 - - - - - - - - 2,159,000 Dale St (Mount Pleasant St to Barry Drive) - 92,000 - - - - - - - - 92,000 Barry Drive (Bell Ln to Dead-End) - 268,000 - - - - - - - - 268,000 Hampton St (Morley Ave to Row anw ood Ave) - - 108,000 - - - - - - - 108,000 Morley Ave (Hampton St to Avondale Cr) - - 83,000 - - - - - - - 83,000 Pontiac St (Marie Ave to Salisbury) - - 233,000 - - - - - - - 233,000 Nelson St (Stanley St to Park Rd N) - - 709,000 - - - - - - - 709,000 Graham Ave (Tuxedo Ave to Catharine Ave) - - - 216,000 - - - - - - 216,000 Wellington St (Pulleston Ave to Second Ave) - - - 247,000 - - - - - - 247,000 Ada Ave (Brant Ave to St. Paul St) - - - 273,000 - - - - - - 273,000 Russel St (Grand St to North Park Rd) - - - 172,000 - - - - - - 172,000 West St (Charing Cross St to Highw ay 403) - - - 2,063,000 - - - - - - 2,063,000 Beverly Rd (Colborne St to Chatham St) - - - - 278,000 - - - - - 278,000 The Homestead Pl (Ashgrove Rd to Dead-End) - - - - 130,000 - - - - - 130,000 Southglen Rd (Greenfield Rd to Dead-End) - - - - 292,000 - - - - - 292,000 Clara Cr (Colborne St to Colborne St) - - - - 310,000 - - - - - 310,000 Unspecif ied Watermain Improvements - - - - - 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 5,000,000
Technology to Support Asset Management Planning
Asset Management StrategyRequired to Meet
Legislated StandardsRequired to Meet
Legislated Standards
Consequence of Failure
Consequence of Failure
Service LevelsService Levels
O&M ImpactO&M Impact
Improved EfficiencyImproved Efficiency
Expansion and Growth
Expansion and Growth
Health and SafetyHealth and Safety
Coordinated ProjectCoordinated Project
• Does the project satisfy Prov. or Fed. mandates?• Is the project required for regulatory reasons?• Does the project satisfy Prov. or Fed. mandates?• Is the project required for regulatory reasons?
• What is the consequence of failure of the asset (high, medium, low)
• What is the consequence of failure of the asset (high, medium, low)
• Will failure to complete the project delay or impact other programs?• Is the project required to be coordinated with other projects?• Will failure to complete the project delay or impact other programs?• Is the project required to be coordinated with other projects?
• Does the project maintain level of service standards?• Does the project affect all customers in a neighborhood or facility?• Does the project affect all customers within the City?
• Does the project maintain level of service standards?• Does the project affect all customers in a neighborhood or facility?• Does the project affect all customers within the City?
• After completion, will the project increase O&M cost and time?• Will the project decrease O&M budgets?• Does the project require the hiring of new staff?
• After completion, will the project increase O&M cost and time?• Will the project decrease O&M budgets?• Does the project require the hiring of new staff?
• Will the project increase the efficiency of existing processes?• Does the project preserve or extend the life of an existing asset?• Does the project use innovative solutions?
• Will the project increase the efficiency of existing processes?• Does the project preserve or extend the life of an existing asset?• Does the project use innovative solutions?
• Does the project increase capacity to meet existing deficiencies?• Does the project increase capacity to meet future growth needs?• Will the project attract new economies?
• Does the project increase capacity to meet existing deficiencies?• Does the project increase capacity to meet future growth needs?• Will the project attract new economies?
• Does the project eliminate a risk or hazard to public health?• Does the project reduce hazards or risks to users of the facility?• Does the project eliminate a risk or hazard to public health?• Does the project reduce hazards or risks to users of the facility?
Technology to Support Asset Management Planning
Financial Planning and Modeling
• How much do we need?• How will we fund it?• Tie project plan to the available funding sources.
Technology to Support Asset Management Planning
Financial Planning and Modeling
• Evaluate the long term sustainability
Technology to Support Asset Management Planning
Financial Planning and Modeling
• Evaluate investment scenarios
Technology to Support Asset Management Planning
Summary
• Software and data facilitate decision making and do not make decisions.
• Decisions are only as good as the information they are based on.
• Periodically review data, performance measures and software for costs and benefits.
Technology to Support Asset Management Planning
QUESTIONS?
Daryush EsmailiInfrastructure TechnologistCity of [email protected]