PAS 55 med sikte på ISO Mattias Androls Group Strategy Development

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1 PAS 55 med sikte på ISO Mattias Androls Group Strategy Development

2 Trend - Investeringar 5y plan [bnsek] Nuon Ökande andel investeringar i befintliga anläggningar ??

3 Asset Management i kontext Mål Investera i förnybart ROCE & FFO/Net Debt Asset Management Marknad & Strategi Prisprognos & scenarier Policies Långsiktigt värdeskapande från Vattenfalls tillgångar (El- och Värme produktion och distribution) Finans Capex limit Affärsenheter och anläggningar Investeringsmedel (5-årsplan) och beslut kopplat till denna Kassaflöden & life-time management Livstidsförlängning? Ersätta? Stänga / Malpåse / Avyttra? Risk vs Underhåll och re-investering

4 Organisation Strategy BoD Finance CEO Treasury Procurement CFO Functions HR Risk IT Legal & CEO office Asset Opt & Trading M&A Internal Audit Nordic Region Continental Region Distribution Sales & Heat Distribution Sales Hydro Ringhals Mining and Generation Heat Forsmark Decom & Waste Thermal, Lignite, Pump-Hydro Decom & Waste Wind Operations support Renewable Projects

5 Investeringsplanering Slutligt projektbeslut taget Capexförfrågan Affärsenheter Lagkrav och myndighetsstyrt Underhåll och vidmakthållande Standard operations - Koncern sätter tak för olika portföljer Kategorisering Livstidförlängning Ersätta Modifieringar Tillväxt För strategiska projekt görs sista prioritering centralt IT 5 Asset Management i Vattenfall Mattias Androls

6 Livstidsplanering En enskild underhållsinvestering: Kan ALDRIG bli tilldelad hela intäktsströmmen (det skulle innebära att ju mer underhåll desto bättre) Se alltid längre fram. Vilka övriga investeringar krävs senare sätt enskild investering i kontext av tillångens livslängd - Optimera livslängd Perpetuity business (Typ DSO, Hydro) Balansera långsiktig riskutveckling och leveransförmåga med resursåtgång 6 Asset Management i Vattenfall Mattias Androls

7 Perpetuity business Eldistribution - Asset Strategy Planning Vattenkraft Hydra Långsiktig prognos av förmåga och risk beroende på investeringsstrategi 7 Asset Management i Vattenfall Mattias Androls

8 Hur utmana underhållsinvesteringar Osthyvel 10%. Management challenge Exempel från Värme Investeringskostnad per projekt Investering per projekt k Vad blir konsekvenserna av nedskärningar på 10 %? Ledningssystemet ska stötta styrning och ledning av fysiska tillgångar fullt ut. (med processer, verktyg och KPIs) k RISK Cost Nettoeffekt: Riskreducering - Investering Skjut upp dessa investeringar Projects 8 Asset Management i Vattenfall Mattias Androls

9 Behov av ett samlande arbetssätt kring Assets Det finns lika många metoder för optimering Underhåll, Investeringar och Risk som det finns organisationer varje verksamhet måste hitta sina metoder men de får inte bli isolerade aktiviteter Viktigast är ATT det FINNS ett samlat arbetssätt och att information och analysverktyg, processer och beslutsunderlag hänger ihop. (att det finns är viktigare än att det är 100% rätt från början) Konsistens mellan: - organisationens mål - policy för hur assets ska hanteras - Långsiktiga strategiska planer för assets - asset-relaterade mål - åtgärdsplaner för att uppnå asset relaterade mål 9 Asset Management i Vattenfall Mattias Androls

10 Line of sight (PAS55) ; Alignment (ISO 55k) Organizational objectives AM Policy Strategic AM Plan AM Obj Managing the organization Asset Management Asset Management System AM Plans Asset Portfolio Actions on Assets Deliver value to Stakeholders 10 Asset Management i Vattenfall Mattias Androls

11 Management system standards PAS 55 Asset Management ISO Ledningssystem för tillgångar ISO 9000 Ledningssystem för kvalitet

12 ISO 90k vs ISO 55k A difference by 90 ISO 55k (& PAS 55) Focus on vertical alignment and risk, long-term view Continual improvement a cornerstone for both Are being updated into Annex SL, upgrading role of stakeholders and risk ISO 90k Process and customer focus Input of resources Make processes lean and mean Walk the talk Organizational objectives AM Policy Strategic AM Plan AM Obj AM Plans Books aligned with assets Output from process Deliver to Customer The main difference Actions on Assets Deliver value to Stakeholders 12 Asset Management i Vattenfall Mattias Androls

13 PAS självutärderingsfrågor i olika områden Planning Execution (Do) Check Act 2 Asset management 4 Asset management 5 Implementation of 6 Performance 7 policy enablers and control 3 Asset management strategy, objective and plans 3.1 Asset management strategy 4.1 Structure, authority and responsibilities 4.2 Outsourcing of Asset management activities 1 General Requirements* Asset management plan(s) assessment and improvement 5.1 Life cycle activities 6.1 Performance and Create/acquire condition monitoring Utilize Maintain 6.2 Investigation of assetrelated failures, incidents Renew/dispose and nonconformities Management review (of AM system) 3.2 Asset management objectives 4.3 Training, awareness and competence 5.2 Tools, facilities and equipment 6.3 Evaluation of compliance Asset management plan(s) Contingency planning (for incidents and emergencies) Communication, participation and consultation Asset management system documentation 4.6 Information mgmt (requirements) 4.7 Risk management 6.4 Audit 6.5 Improvement actions (corrective/ preventive actions, Continual improvement) 6.6 Records (to ensure tracebility) 4.8 Legal and other requirements Management of change (assessing risks before changing) 13 Asset Management i Vattenfall Mattias Androls

14 Självutvärderingar PAS 55 Asset Management Är ledningssystemet lämpligt för att styra och leda hantering av fysiska tillgångar? Exempel från Eldistribution Tyskland - PAS 55 certifierade i Dec Asset Management i Vattenfall Mattias Androls

15 Benchmark first PAS55 assessments in Vf 4,0 3,0 2,0 1,0 0,0 Heat NL Weak connection between organizational objectives and real asset actions = Line of sight is weak In general feedback loops are missing AM maturity depend a lot on success of IMM Analysis and conclusions of Asset performance needs strengthening Integration of Management systems - to ONE system - that is fit for Managing assets. More qualified dialogue with suppliers BD level, plants next Line of sight is weak - in all steps. Management system does not support effective AM Work in silos: Maintenance Project Tech Business Internal External Very high safety focus Asset Centric, but difficult to prioritize. Plan but fail in doing Information and techdoc Hydro Already 2009 inspired DSOs Then: AM backbone of business but management system not aligned with AM Communication to stakeholders not good (both instructions and feedback, internal and external, administration) Risk methods not aligned but very high ambition Overambitious in participating in initiatives outside Had a culture to bee too involved in details that is actually a supplier task

16 Självutvärdering tips 1. Använd olika kompetenser; 5-6 personer - Asset Manager - Teknikansvarig - Beställare - Underhåll - Projekt - Drift - Mötesledare 2. Kartlägg hur Line-Of-Sight är dokumenterad i nuläget 3. Ca 4-5 sittningar; ½ dag per sittning. Inkl intro och summering. Ca 5 min per fråga. Organizational Strategic Plan (OSP) Asset Management policy Asset Management Strategy Asset Management Objectives Vision, mission, values, Policies Goals, Organizational strategies Risk framework AM Policy provides the framework around which the assets management strategy objectives and plans are developed and implemented. Long term optimized and sustainable direction for managing the assets, to assist in delivery of the organizational strategic plan and apply the asset management policy Specific and measurable outcomes required of assets, asset systems and the asset management system 4. Dokumentera under tiden! Varför har vi brister? Varför är vi bra? Anteckningar ger relevant förbättringsplan gratis Asset Management Plans Actions, responsibilities, resources and timescales intended to implement the asset management strategy and deliver the asset management objectives 16 Asset Management i Vattenfall Mattias Androls

17 Vattenfall utveckling Mognadsgrad mycket olika mellan olika verksamheter Gräsrotsrörelse med centralbyråkratuppbackning Nästa steg efterfråga spindeldiagram uppdatera och presentera för koncernledning en gång per år (Demo sist i presentation) 17 Asset Management i Vattenfall Mattias Androls

18 ISO 55k - tidplan London friends in 18 Asset Management i Vattenfall Mattias Androls

19 Mycket internationell arbetsgrupp Sverige, Norge, Ryssland, Tyskland, England, Australien, Belgien, Holland, Frankrike, Spanien, Japan, USA, Kanada, Mexiko, Indien, Sydafrika, Finland,. 19 Asset Management i Vattenfall Mattias Androls

20 Nytt i ISO55k Stronger focus on engaging with stakeholders to ensure better understanding of what actually constitutes value Financial elements providing a stronger common language between technical, financial and managerial parts of the organization Definition of lifecycle that help to better separate the asset life from the period of responsibility. This will clarify how to balance stakeholder needs at different stages of the asset life Not only physical assets 20 Asset Management i Vattenfall Mattias Androls

21 Gamla käpphästar på nya ställen PAS55 vs ISO 55k Line of sight of objectives Where it lived in PAS55 A series of requirements in Asset Management Policy, Strategy, Objectives and Plans. Where to find it in ISO 55k In a thread running through ISO sections 4,5,6 and 8. The concept of a Strategic Asset Management Plan, introduced in Section 4, connects the organizational objectives and the asset management objectives. The Asset Management Policy requirement is in Section 5 and is supported in Section 6 by Asset Management Plans. The implementation of Asset Management Plans is addressed in Section 8. The phrase line of sight itself did not translate very well into other languages, so it has been renamed aligned objectives. Transparent and consistent decision-making processes Risk-based decisions from a position of knowledge Introduced in the Asset Management Policy requirements, expanded upon in the Asset Management Strategy requirements and required to be implemented in the development of Asset Management Plans. Clause and embedded throughout the document. Introduced in Section 4 and required to be implemented in Section 6. ISO55001 requires a stronger understanding of stakeholder needs, both in terms of their objectives and the decision-making criteria that stakeholders require the organization to use. ISO55001 Section outlines the need to implement risk management procedures. With the availability of risk management standards like ISO31000, there is no need for ISO55000 to provide the same level of detail as PAS55. The word risk appears throughout ISO55001, but the requirements specifying the need to do risk management are more succinct. Long-term strategic view 21 Asset Management i Vattenfall Mattias Androls Introduced in the Asset Management Policy requirements and reinforced in the Asset Management Strategy, coupled with the need to understand the impact of actions in one lifecycle phase in subsequent lifecycle phases. The Strategic Asset Management Plan is required to capture stakeholder criteria for making decisions, including how to balance the organization's business planning cycles with the lifecycles of its assets. ISO55001 Section includes clear requirements to capture the processes and methods used to manage assets over their lifecycles

22 Demo Visa PAS 55 självutvärderingsverktyg 22 Asset Management i Vattenfall Mattias Androls