CNAM May 2012 (Montreal) Asset Management Roadmap

Transcription

1 CNAM May 2012 (Montreal) Asset Management Roadmap

2 Presentation Outline Halifax Water background Asset management program Project goals and objectives Engaging and mobilizing stakeholders Findings Next steps 2

3 Halifax Water Background 3

4 Evolution of Halifax Water 1749/1750 City of Halifax / City of Dartmouth were founded 1800 By-law prohibiting discharge of slops to city streets 1844 Halifax Water Company incorporated 1861 City of Halifax took over water works 1872 Committee on Works was established to oversee city s works and property including sewers, streets, bridges, and water works 1880s to early 1900s Combined sewers are constructed to service some areas 4

5 Evolution of Halifax Water continued 1945 Public Service Commission of Halifax formed to operate water system for City of Halifax 1977 Pockwock regional water supply system commissioned (under new Halifax Water Commission) 1996 municipal amalgamation occurred City of Dartmouth, City of Halifax, Town of Bedford and Halifax County merge WW & SW assets become responsibility of new Halifax Regional Municipality (HRM) Water system assets transferred from City of Dartmouth & Halifax County Halifax Regional Water Commission 2007 HRM transferred WW & SW assets to Halifax Water 5

6 What is Halifax Water? Operates under Halifax Regional Water Commission (HRWC) Act with rules and regulations approved by the Nova Scotia Utility and Review Board Operates like a business (governed by a Board of Directors; owned by HRM) Self-financed water, wastewater, stormwater utility (capital and operating budgets are funded directly from water revenue (consumption), fire protection revenue, wastewater rates, and future stormwater rates) 6

7 Halifax Water Regulatory Oversight Government oversight of municipal water utilities is provided by two government agencies: Nova Scotia Environment (NSE) Nova Scotia Utility and Review Board (NSUARB) Regulates water safety issues Regulates water rates 7

8 Halifax Water Serviced Area Halifax Regional Municipality = 589,507 ha Urban Service Area = 17,951 ha Water Only Service Area = 4,807 ha Wastewater Only Service Area = 278 ha 8

9 Halifax Water Serviced Areas by Infrastructure Halifax Regional Municipality = 589,507 ha Common District = 17,951 ha Water Service District = 4,807 ha Wastewater Service District = 278 ha 9

10 Statistics Water Assets 8 water supply plants 20 water pumping stations 1,307 km of water mains 107 PRVs/meter chambers 18 water reservoirs 6 dams 85,000 water service connections 7,600 hydrants 13,000 main line valves 10

11 Statistics Wastewater Assets 15 wastewater treatment facilities 172 wastewater pumping stations 1,083 km of wastewater sewers 306 km of combined sewers 6 holding tanks 77,500 wastewater services 32,900 manholes 11

12 Statistics Stormwater Assets 700 km of storm sewers 34 stormwater retention facilities/structures kilometres of rural ditching 100s of cross culverts 30,000+ driveway culverts 12

13 13 Asset Management Program

14 Existing Asset Management Program Several decades of carrying out various asset management activities (utility management) Recent desk top exercises with Engineering & Operations staff preliminary asset inventories and condition assessments for some of our asset classes (water facilities, wastewater PSs) implemented a capital prioritization process to assist with the annual capital program Ongoing GIS data & attribute information enhancement Initial steps towards need for a comprehensive maintenance management system (CMMS) 14

15 Need for Overall Asset Management Strategy Improve and formalize asset management (AM) program Critical point in AM program formal assessment would ensure HW proceeds based on industry best practices Provide clear direction prior to making significant investment (tools, processes, decisions about capital vs. operational spending) Positive momentum to move into full AM program implementation Strategic view essential for AM program s long term success 15

16 16 Program Goals and Objectives

17 High-Level Goals and Objectives Mobilizing Stakeholders Soliciting Input / Feedback AM Governance AM Roadmap 17

18 Program-Specific Goals & Objectives Strategic review of Halifax Water s current asset management program against best in industry practices that includes: Review of current asset management practices, systems, tools, & data Compare current situation to industry best practices for asset management & identify gaps Itemize steps to reach industry best practice levels Identify high level timeline & costs to achieve the recommended plan Report findings & recommendations to Halifax Water 18

19 Comprehensive Asset Management Approach Focuses on: AN INTEGRATED SET OF PROCESSES TO MINIMIZE THE LIFECYCLE COSTS OF OWNING, OPERATING, AND MAINTAINING ASSETS, AT AN ACCEPTABLE LEVEL OF RISK, WHILE CONTINUOUSLY DELIVERING ESTABLISHED LEVELS OF SERVICE Asset Management Ensures the Right Balance of: Strategy, Assets, Technology, People and Processes to Deliver Established Levels of Service 19

20 Program Approach Conducted background review (documents, processes, policies, data) Interviewed staff from all Departments (series of one on one and small group sessions) Conducted workshops with representatives from all Departments AM practices using comprehensive asset management review and assessment (CAMRA) tool & technology practices using Systems Review tool Identified gaps & developed initiatives to close gap Constructed Roadmap based on the initiatives Recommended AM framework and governance model 20

21 Engaging and Mobilizing Stakeholders 21

22 Asset Management Maturity Scale Used to evaluate the questions in the CAMRA and Systems Review workshops Rated current situation against future desired situation 22

23 Workshops CAMRA Comprehensive Asset Management Review & Assessment (CAMRA) workshop CH2M HILL tool High level overview approach using 36 questions (Strategy, Assets, People & Process) Not an audit relies on participation by workshop attendees rather than detailed document review Assesses competency as Asset Managers (not Firefighters, Property/Facility Managers, etc.) Uses a relative scoring system 23

24 Workshops CAMRA continued 24

25 Workshops CAMRA continued Control No. SCORECARD 1.0 v1 Asset Management Governance CAMRA scores by infrastructure systems Scores recorded for current, short (1 2 years), medium (3 5 years), and long term (5+ years) Department Asset Class: WATER/ WASTEWATER/STORMWATER No. Question 1 Overall Strategic Planning 2 Asset & Customer Levels of Service 3 Corporate LOS & Targets 4 People Skills & Competencies Master Planning 5 Technology Assets Planning 6 Business Process Mapping & Procedures 7 Future trends (Impact of growth) 8 Asset Management Policy & Strategy Current Asset Management Review Assessment (CAMRA) WATER WASTEWATER & STORMWATER C* S* M* L* C* S* M* L* Asset Management Plan and Master Plans 10 Legal, Regulatory & Statutory Requirements 11 Business Continuity and Emergency Preparedness and Response 12 Asset Registry 13 Asset Information 14 Asset Knowledge (analysis of data) 15 Document, data and information control 16 Business applications 17 Technology Systems Integration Asset Investment Plans (AIP) Development & implementation Risk Framework - BU level and Asset level Asset Management Leadership & Governance

26 Workshops CAMRA continued Halifax Water- CAMRA Assessment Radar Graph Results Question Categories includes: 1) Overall Strategic Planning 2) Asset & Customer LOS 3) Corporate LOT & Targets 4) People Skills & Competencies MP 5) Technology Asset Planning 6) Business Process Mapping 7) Future Trends (impact of growth) 8) AM Policy & Strategy 9) AM Plans 10) Legal, Regulator & Statutory Requirements 11) Business Continuity 12) Asset Registry 13) Asset Information 14) Asset Knowledge 15) Document Data Control 16) Business Applications 17) Technology Systems Integration 18) AIP 19) Risk Framework 20) AM Leadership 21) Roles & Responsibilities 22) Learning & Development 23) Communication & Information Sharing 24) Continuous Improvement Culture, 25) Knowledge Retention & Succession Planning 26) Commercial Focus 27) Commercial Focus- project delivery 28) Capital Projects 29) Operations Management 30) Maintenance Management 31) Materials Management 32) Financial Budgeting 33) Financial Reporting 34) Optimized Asset Interventions 35) Asset Process Flow 36) AM Quality Assurance=

27 Workshops Systems Review Systems Review tool scores (similar rating scheme as CAMRA) Series of 20 questions related to technology solutions and practices Scores recorded for current, short (1 2 years), medium (3 5 years), and long term (5+ years) 27

28 Benefits of Engaging Stakeholders Allowed for acknowledgement of work done previously by staff Staff from all levels of the organization participated in information gathering and in workshops Encouraged involvement from diverse group of participants (not confined to senior management) Used a self-evaluation approach rather than a dictated approach Greater acceptance of the resulting score summaries Greater understanding of the work ahead to reach industry leading practices 28

29 Findings 29

30 Halifax Water s AM Roadmap 30

31 AM Roadmap Improvement Initiatives Series of 22 improvement initiatives were identified Categorized by: Strategy Physical Assets Technology Assets Business Processes People AM program implementation estimated at $5.25M over approximately 5 years 31

32 Business Case Templates Each initiative was set up with an initial business case template to outline Focus areas Business drivers Benefits Scope of work (task, duration, start phase, resources, cost) 32

33 Immediate AM Priority Projects P1 Implement AM Governance Model Review and update existing organizational design to support effective AM practices Implement concepts and necessary changes in organization (e.g. staffing analysis, succession planning, training, and service level agreements) to ensure that right structure, numbers of staff and skills/competencies are available to manage assets effectively around the life cycle Consider introducing corporate governance for asset management with decentralized support at departmental level 33

34 Governance Model Option 1- Asset Management Office Reporting Relationship BOARD General Manager Director Engineering & IS Director Water Services Director Wastewater/Stormwater Services Director Environmental Services Director Finance & Customer Service Director Human Resources Asset Management Office Manager, Asset Management Administrative Support Asset Management Network Asset Management Representative Asset Management Representative Asset Management Representative Asset Management Representative Asset Management Representative Representative (as required) Asset Management Office Functions/Roles Value-Based Decision Making Capital Planning Coordination Project Delivery Coordination LOS & Performance Management AM Strategy Development 34

35 Immediate AM Priority Projects S3 Develop a Business Process Mapping and Procedure Master Plan Document current processes and procedures and identify future needs for processes/procedures Develop a draft prioritized plan for implementation Develop the workflow for creation and upkeep of processes and procedures and develop standardized templates Establish and maintain library of policies/procedures and standards and deploy and control all processes and standards over the internet 35

36 Immediate AM Priority Projects S4 Development of an Integrated Resource Plan (IRP) Develop an integrated resource plan (IRP) that identifies long-term servicing needs for Halifax Water s water, wastewater and storm water infrastructure in a cost-effective and reliable manner It will consider supply-side and demand-side management in addition to economic and environmental constraints of the long term servicing needs Use a minimum 30 year planning horizon, recognizing that a longer planning horizon may be required to address some service and funding requirements 36

37 Immediate AM Priority Projects T1 Develop a Technology Master Plan and Integrated Technology Solution Develop a corporate wide technology master plan with technologies to support AM requirements/improvement initiatives Develop an overall integrated technology solution (ITS) based on the master plan using an integrated architecture, prioritize and implement interfaces on an ongoing basis Implement system development lifecycle (SDLC) approach for technology asset management. 37

38 Immediate AM Priority Projects T2 Select and Implement Additional Core Technology Systems Develop functional and technical requirements; identify, select, and implement additional enabling core technologies to support AM requirements/improvement initiatives First candidates for implementation include: computerized maintenance management system (CMMS) maintaining/upgrading modelling capabilities an electronic document management system (EDMS) comprehensive asset register 38

39 Immediate AM Priority Projects T4 Expand and Complete the Existing GIS Asset Mapping and Asset Attribute Information Expanding existing GIS to have full coverage of all water, wastewater, and stormwater assets in terms of coverage, accuracy, and completeness of asset attribute information Will enable enhanced data analysis and improved decision making, and vastly improve the documented system knowledge 39

40 Next Steps 40

41 Next Steps Complete Project S4 Development of an Integrated Resource Plan (June 2012) Regroup in July 2012 to confirm what can be programmed for the remainder of fiscal year Support key initiatives CMMS needs assessment and selection Completion of GIS data, asset attribute and condition information Plan for next year s activities including resource needs (building out the AM Network across departments) 41

42 Contact Information Halifax Water Valerie Williams (902) CH2M HILL Vanessa Chau (416)

43 Questions or Comments? 43