International Distribution Asset Management Study

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1 International Distribution Asset Management Study Improving the effectiveness of your Asset Management function Mike Mischkalla-Schoen & Juliette Bosch September 2015 UMS Group Inc., All Rights Reserved

2 Management Summary IDAMS IDAMS is a benchmark of Asset Management as a management discipline, and places measures on the key areas needed to perform Value-based Asset Management. The benchmark shows to which degree the fundamental decision making elements are in place, and how well-functioning they are. The framework of the program is linked to International Standards ISO and PAS 55. Tailored to larger West European Distribution Companies (power and gas). UMS is scheduling a new cycle for IDAMS in 2015/2016, as a follow-up on the very successful cycle of 2012/2013. Start data collection in Q4-2015; Final report will be delivered in Q Value-based Asset Management enhances your decision making and could result in up to a 20% savings on OPEX/CAPEX, provided you adhere to a clearly defined risk profile. IDAMS will show you how value-based asset management is implemented in comparable regions, helping you to set the management agenda and keep your stakeholders aligned. Set your management agenda on hard data: where is room for improvement and where you are best practice. More inspiration & less risks by sharing best practices with your peers, based on a common framework and guided by an independent expert. Participation costs UMS Group Inc., All Rights Reserved 2

The framework of the program is linked to International Standards ISO 55000 and PAS 55. Tailored to larger West European Distribution Companies (power and gas).

IDAMS Introduction The International Distribution Asset Management Study (IDAMS) is a multi-company initiative, designed for the front running companies in the area of Asset Management.

3 IDAMS Introduction The International Distribution Asset Management Study (IDAMS) is a multi-company initiative, designed for the front running companies in the area of Asset Management. It creates insights into leading practices for improving the effectiveness of Asset Management and is aligned to ISO and PAS 55. The IDAMS program focuses on four areas: Operating Model; Process; Competences; Information Management & Enabling Technology. IDAMS is unique as it serves four principal purposes: 1. Pinpoint improvement in the organisations Asset Management. 2. Back up findings with figures 3. Compare Asset Management Practices with peers. 4. Develop Best Practices with peers. UMS Group Inc., All Rights Reserved 3

The IDAMS program focuses on four areas: Operating Model; Process; Competences; Information Management & Enabling Technology.

4 IDAMS 2015/2016 Advisory Committee The Advisory Board for IDAMS 2015/2016 consists of three members Thorsten Schmude; Head of Asset Management Stromnetz Hamburg; Elmar Metten; Head of Asset Management Stromnetz Berlin; Benaissa El Hammadi; Director Asset Management bei Stedin (Rotterdam; NL) Jan Schipper; Managing Director UMS, one of the thought leaders in asset management implementation for energy & water companies. UMS Group Inc., All Rights Reserved 4

Benaissa El Hammadi; Director Asset Management bei Stedin (Rotterdam; NL) Jan Schipper; Managing Director UMS, one

IDAMS Purpose & Content In order to serve as a program that enables Asset Managers to better understand their organisation, obtain hard facts for the support

evaluation of participants Asset Management: covering strengths, weaknesses, and recommendations +/- 170 pages of in-depth analysis, providing facts and

5 IDAMS Purpose & Content In order to serve as a program that enables Asset Managers to better understand their organisation, obtain hard facts for the support of improvements, and facilitate knowledge sharing, IDAMS is divided into three sections: Section 1: Evaluation Section 2: Report Section 3: Peer-to-Peer An evaluation of participants Asset Management: covering strengths, weaknesses, and recommendations +/- 170 pages of in-depth analysis, providing facts and figures that support the findings The results conference Example: findings, strengths, and weaknesses Example: scoring of subsections UMS Group Inc., All Rights Reserved 5

6 Main Assessed Elements General Ownership Major key figures KPI targets and scores Major projects performed and planned R&D Operating model Asset Management related roles Organizational structure (e.g. FTEs and costs) Asset Management policy Stakeholder importance Business Value Framework Performance management (KPIs) Asset Management objectives Risk management Level and quality of documentation Leadership Continual improvement Process Maturity of sub-processes: Risk Management, Asset Strategy, Investment Planning, Investment Delivery FTEs per sub-process Output per sub-process Life cycle management Asset strategies & functional policies Decision making skills Optimization/prioritization Standardization Conformity with terms of delivery Analyze/evaluate completed work Key Figures System size Customer mix Network characteristics (circuit length, no. of transformers, global condition of assets, etc.) Type of regulation Financials OPEX Financials CAPEX Performance (SML, LTIF, etc.) Competences Maturity of technical competences Maturity of non-technical competences Willingness to change and learn Capacity for executing core processes Level of experience Education/training Employee appraisal Budget and time for training and education IM & ET Maturity of enabling technology/itsystems Quality and completeness of data Data model Information Management capability AM ownership of IT and data Knowledge management Applied IT-tools UMS Group Inc., All Rights Reserved 6

7 Schedule IDAMS 2015/2016 Phase: Solicitation Data collection & submittal Data validation Analysis & Reporting Sharing Forum Timing: Q Q Q Q Q1-Q Q Content: Preparing participation agreement Contacting companies Finalizing participation Issuing data collection material Participants collect data Answering questions with respect to interpretation of data Evaluate quality of submitted data Talk to individual participants about invalid data Resubmit/ revise corrupt data Performing analysis Quality review Finalizing reports Interviews/discussion Issuing reports Preparation of findings Results / Best practice Workshop Submitting data UMS Group Inc., All Rights Reserved 7

with respect to interpretation of data Evaluate quality of submitted data Talk to individual participants about invalid data Resubmit/ revise corrupt data Performing analysis

8 Pricing of IDAMS 2015/2016 The fee for participants will be: Conducting benchmark and providing report for a per participant fee of: - Non IDBC / IDAMS participants Past IDBC / IDAMS participants Additional direct UMS Group Expenses (billed separately estimated at 2.500) Additional Services Optional data collection support by UMS personnel. Optional on-site result workshops. Optional custom analysis and reports UMS Group Inc., All Rights Reserved 8

000 - Additional direct UMS Group Expenses (billed separately estimated at 2.

9 Next Steps If you are interested, we will send you a Participation Agreement. On request, we will also organize a reference call with one of the participating peer companies. UMS Group Inc., All Rights Reserved 9

10 UMS Group Contact Mike Mischkalla-Schoen Director UMS Group Europe B.V. Postfach Essen Germany Office: Mobile: Juliette Bosch Office / Marketing Manager UMS Group Europe B.V. Amstel Business Park Joop Geesinkweg P.O. Box GA Amsterdam The Netherlands Office: Fax: jbosch@umsgroup.com UMS Group Inc., All Rights Reserved 10

com www.umsgroup.com Juliette Bosch Office / Marketing Manager UMS Group Europe B.V.

International Transmission Asset Management Study (ITAMS)

International Transmission Asset Management Study (ITAMS) Measuring and Comparing TSO s Asset Management Performance February, 2014 Johan Huisma, Program manager ITAMS UMS Group Europe region Confidentiality