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Within an organization, the Strategic Asset Management Plan (SAMP) occupies an important place, and describes how the Asset Management Goals can be achieved. It is essential information for the technical management and maintenance, and the framework in which a maintenance contract is drawn up. It provides documented information such as the technical condition should be maintained, as the organization’s objectives are or what the primary processes within Asset.
The SAMP describes how the value of an organization, or part of an organization, takes place. The Technical Management and Maintenance the SAMP provides the framework on which the maintenance concepts play a role. Upon reaching the Asset Management Objectives play the variables organizational objectives, the Asset Management Plan, the documented information and Asset Management System to a dominant role in the establishment of a SAMP. 

 

 

 

Het koppelen van organisatiedoelstellingen aan componenten
Fig 1 : From Policy To MaintenanceActivity

The research explores the SAMP, what is a SAMP, what does it include and to what extent it providing a framework for the creation, implementation and finalization of maintenance concepts such as Main Contracts or Integrated Performance Contracts. The study has not restricted to only the variables that make up a SAMP exist but are all 39 (thirty-nine) Evaluating Variables See Invoice Asset Section 3.2.1  that include the use Asset Management to establish the SAMP. This has led to a SAMP three abstraction levels for the three organizational levels (Strategic, Tactical and Operational)

The chosen research approach to achieve a SAMP is the Delphi research method. Reason for this research are partly caused that (yet) standard procedure is to establish a SAMP and how it should look within the framework of the investigation. The outcome has led to insights into the framework of the maintenance concept Maincontracting but also how the policy can be linked to the smallest part of the asset that ultimately the framework is guaranteed as in Figure 1.

In the coming period wear this SAMP to the to establishment of a Maincontract with a participant. In this report a brief consideration in the establishment of a SAMP and the first insights. 

 

 

The result: A SAMP on three levels

The result is a SAMP at three levels of abstraction. At the highest level, the SAMP abstract and concisely defined and is intended for the entire organization as a communication tool and a generic basis. For example, the tick the internal-and external context and the technical quality must be guaranteed alongside the primary process goes on happening in the Asset, typical characteristics of the asset and maintenance goals.  

On the second level is the SAMP basically defined on the basis of the 39 (thirty-nine) variables. The variables are defined on the second level of abstraction and quantified. It is, however, indicates a broadening and deepening of the abstract document on the basis of the 39 (thirty-nine) variables where the organization is all about but also the context between the Asset Management System and the Asset Portfolio. 

On the third level are the 39 (thirty-nine) variables completely defined and quantified the difference in goals. The latter is significant because a variable number of questions, each giving their own disparate goals insight into the outcome.

 

Limited Summary SAMP

The technical management and maintenance is contracted with the concept Maincontracting. This means that the contractor is responsible and competent in its activity to fill in ensuring the technical condition and the continuity of the primary process that takes place in the object. The frameworks and principles have been laid down in the Strategic Asset Management Plan (SAMP). On the basis of an investigation Delphi the SAMP is arranged. The Delphi worked with financial and policy leaders, operational managers and contract managers. Actually three groups representing the owner, performers and (internal) customers 

The outcome of the research is summarized in nine subjects. These issues provide a high level of abstraction framework and starting point for the Maincontractor again. For example, the technical fitness level fixed for the life of the asset, are defined organizational objectives of the client, the structure of auditing and documented maintenance. What typifies the SAMP is that a number of activities during the investigation will determine the contract implementation phase.

During the authentication allows the contractor fixed on the basis of symptoms of faults which determine whether or not the contract price, and the MJOB be valid. In addition, the contractor fixed on the basis of standardized methods determine the critical and non-critical construction, installation -and its parts. preventive and corrective maintenance activities shall be determined on the basis of risk assessment and implemented. A feature of this approach is that the contractor have knowledge of the financial risks and can anticipate this by building, -and set out to make the contract. A result that can be adjusted transparently KPIs and SLAs.

 

 

Figure 2: The SAMP provides insight into the life of the asset is within the lifetime of an asset. (Click to enlarge) 

 

The Research Approach: Delphi

The SAMP has been realized on the basis of the Delphi method. The aim of the Delphi study is the view and understanding of stakeholders and / or experts on the Asset Management to collect in a systematic manner and process. It is basically an interactive communication protocol between the researcher and the participants. Based on the Delphi Research created a joint opinion without interaction can influence the process and the outcomes. It is a structured form of group interview in qualitative research. By different officers each his / her own responsibility and authority questions and to submit subjects obtained understanding what the principles are and how the framework is formed. 

In the first phase, individually or in groups to the participants, mostly experts, a question submitted with the request to respond. The researcher summarizes the responses together and draw conclusions from that. This report he lays back to participants for feedback, sometimes in a group discussion, sometimes individually. In the report, the investigator may possibly even send some depth questions. This process is repeated until a certain consensus has been reached, or a clear response was found at the research question.

  1. Formulate propositions and topics
  2. Theorems and topics to present to participants
  3. Opening of the group consulting problem
  4. Participants formulate first answer
  5. Researcher collects responses and summarizes
  6. Summary circulated
  7. Participants respond, complement and reconsider first answer.

 

The procedure

In the process model the same process steps are displayed and consists of seven process steps, namely: 

  1. Research questions
  2. submit
  3. Analysis
  4. Conference call
  5. Process
  6. review
  7. final

Of each process step are some examples of the issues identified and their subjects.

  • Press “previous” or “next” to go to the next process step or press directly on the step.
  • In each process step, you will find tabs in which the subjects are grouped.
  • the subjects are appointed by their questions and sub-questions per tab. Press tabs to view each tab
  • Red colored words are provided with a definition; press the red words.
  • Below procespannel is responsive and the most optimal view with a laptop or desktop.

 

StepStepStepStepStepStepStep

 

Process Step 1 “Research Questions”

In an initial consultation with an official responsible for the Asset compiled the research. Primary goal is to give the research an understanding of the principles for drawing up the Maincontract.

Below are the research questions formulated in four separate tabs displayed.

1. The Asset 2. SAMP  Asset3. Outsourcing4. Award criteria
    1. What should the technical condition of the asset throughout life
    2. There must be led by the client on site
 

  1. Who manages the documented information
  2. Are the organization’s objectives are incorporated in the contract
  3. Should the Asset Management Objectives are included in the maintenance contract
  4. The asset management plan is the responsibility of the client
  5. The Asset Management System is part of the maintenance contract

 

 

  1. Vervaningsbudget belongs to the contract
  2. Include facility management and / or technical activities belong to the contract
  3. What is the definition of a maintenance contract
  4. Substitutions in order to ensure the functionality and performance are among the contract price
  5. The contractor is responsible for the maintenance strategy
  6. The contractor is responsible for the maintenance management
  7. The contractor is responsible for the maintenance objectives
  8. The contractor is responsible for maintenance
  9. The contractor is responsible for auditing compliance with the BS 19011

 

 

  1. To what extent is the competence weighted by the client
  2. the extent to which the competence is weighed by the contractor 

 

Groeimodel 9 Totaal

Figuur 3: Growth Asetmanagement & Maintenance (Click to expand)

Processchema (1)drawit-diagram

Process Step 2 “Submit”

The formulated research questions are presented to the group officials. The aim is to enable the firm or the questions are valid and are a response to compile SAMP, what is contracted and what are the award criteria.

To determine this, and a research question an AHP analysis that the alternatives can be weighed should each research question the goals, alternatives and criteria to be determined. The following statement by the research question defined the objectives, alternatives and criteria.

Below are four separate tabs each main topic, the issues and questions listed with their goals and sub-goals. Press the “+” sign to open the subject.

1. General2. Asset3. Assetmngmt.4. AssetmngmtSystem

1. Audit

systematic, independent and documented process for obtaining audit evidence and evaluating it objectively to determine the extent to which audit criteria are fulfilled

  • NOTE 1 at the term: An audit can be an internal audit (first party) or an external audit (second or third party), and it can be combined or integrated audit (combining two or more disciplines).
  • NOTE 2 at the term “Audit Evidence” and “audit criteria” are defined in ISO 19011.

Question 1-1 (3-9)

The contractor is responsible for auditing compliance with the BS 19011

Alternatives 1-1 (3-9)

  1. The client is responsible for the audits
  2. The client is not responsible for the audits
  3. No audits need to be conducted

Criteria 1-1 (3-9)

  1. The audits must be in line with the organization’s objectives
  2. The audits must ensure the longevity

question 1-2

The principal auditions physically on site

  1. This is necessary
  2. That is desirable
  3. This is not necessary
  4. This is not advisable

criteria 1-2

  1. The audits are always carried out with the contractor
  2. The audits found at least 1 time per quarter

question 1-3

The principal auditions at all levels

  1. The principal auditions only at the strategic level
  2. The principal auditions at strategic and tactical levels
  3. The principal auditions on strategic, tactical and operational level

criteria 1-3

  1. The audits are always carried out with the contractor
  2. The audits are performed by an expert and the contractor

question 1-4

The principal auditions processes

  1. The principal auditions only at the strategic level
  2. The principal auditions at strategic and tactical levels
  3. The principal auditions on strategic, tactical and operational level

criteria 1-4

  1. The audits are always carried out with the contractor
  2. The audits are performed by an expert and the contractor

question 1-5

The principal auditions maintenance activities

  1. The principal auditions maintenance activities
  2. The principal auditions only at the strategic level
  3. The principal auditions at strategic and tactical levels
  4. The principal auditions on strategic, tactical and operational level

criteria 1-4

  • The audits are always carried out with the contractor
  • The audits are performed by an expert and the contractor

question 1-6

The principal auditions maintenance management

  1. The principal auditions maintenance management
  2. The principal auditions only at the strategic level
  3. The principal auditions at strategic and tactical levels
  4. The principal auditions on strategic, tactical and operational level

criteria 1-6

  1. The audits are always carried out with the contractor
  2. The audits are performed by an expert and the contractor

2. Capability

Capability is a measure of the capacity and the ability of an entity (system, person or organization) in order to achieve its objectives.

  • NOTE 1 at the term: capabilities in the field of asset management include processes , people and resources, skills and technologies to the effective and efficient development and delivery of asset management plans and activities for the lifetime of an asset , and continuous improvement  to enable them

question 2-1

The contractor must have the capability and capacity to perform the contract management Maincontract

alternatives 2-1

  1. The contract of a Maincontract is irrelevant
  2. The contract of a Maincontract is the same as an effort contract
  3. The contract of a Maincontract is the same as a performance contract
  4. The contract of a Maincontract is different from all other maintenance contracts

criteria 2-1

  1. The contract of a Maincontract requires experience of all contract phases (CV-CI-CR)
  2. The contract of a Maincontract requires knowledge of technical management and maintenance
  3. The contract of a Maincontract requires knowledge of the SAMP

In this example, two of the twenty-nine subjects have been appointed. Not all questions and alternatives are illustrated in this example.

24. Asset

Matter, thing or entity with potential or actual value for an organization

  • Note 1 to the term “value” can be tangible or intangible, financial or non-financial, and includes the taking into account of risks (1.21) and obligations. Value can be positive or negative at different stages of the life of an asset .
  • NOTE 2 at the term: physical assets usually refer to equipment, inventory and real property owned by the organization. Physical assets are the opposite of intangible assets, which are non-physical assets, such as leases, brands, digital assets, usage, licensing, intellectual property, reputation or agreements.
  • NOTE 3 to the term: A collection of assets, which is referred to as an asset system  could also be considered as an asset.

Question 1-1:

What the technical condition should be an asset for the lifetime;

Alternatives 1-1:

  1. Condition Score 1 – No or very limited aging
  2. Condition Score 2 – Starting aging
  3. Condition score 3 – Aging Process locally underway
  4. Condition Score 4 – The aging process is the construction or installation part regularly in its grip
  5. Condition score 5 – The aging process is more or less irreversible
  6. Condition score 6 – Maximum number of defects

Criteria 1-1:

  1. The selected condition applies to all elements
  2. The chosen condition for money only critical elements
  3. The selected condition only applies only aesthetic elements

Question 1-2:

Repairs may not change the face

Alternatives 1-2:

  1. Elements must always be replaced with the same elements
  2. Elements must always be replaced with the latest version
  3. Elements may only be repaired and not replaced

Criteria 1-2:

  1. Replacements must be sustainable
  2. Replacements must be competitive
  3. Replacements must fit into the image of the Asset
25. Lifetime
 

Period from the achievement of an asset (1.24) until the end of the service life of the asset

questions 25-1

The Maincontract is aimed to extend the service life

alternatives 25-1

  1. Maintenance must be adjusted in order to extend the service life
  2. The Maincontract is to designed to postpone the life cycles (phase transition)
  3. The Maincontract remains ensured in a manner that the technical condition of the different times levensyclussen

criteria 25-1

  1. The technical condition is defined in the SAMP
  2. The life stages are clear in the drafting of a Maincontract

In this example, two of the five topics have been appointed. Not all questions and alternatives are illustrated in this example.

31. Assetmangement
 

Coordinated activities of an organization  to realize value from assets

  • NOTE 1 at the term: The realization of value will normally achieving a balance between costs, risks , opportunities and performance advantages entail.
  •  NOTE 2 at the term “activities” can also refer to the application of the elements of the asset management system .
  •  Note 3 to the term: The term “activity” has a broad meaning and include, for example, the approach, planning, planning and implementation.

Question 31-1:

The Asset Management objectives should be included in the maintenance contract  

Alternatives 31-1:

  1. The Asset Management objectives should be integrated into the maintenance contract
  2. The Asset Management Goals should not be integrated into the maintenance contract
  3. The Asset Management Objectives should be available to the contractor

criteria 31-1

  1. The maintenance contract should be designed such that the Asset Management Objectives may be revised
  2. The maintenance contract must be arranged so that changing Asset Management Objectives lead to financial market adjustments 

 

32. SAMP

Documented information  that indicates how organizational goals  are to be converted into asset management objectives , the approach for developing asset management plans  and the role of the asset management system  by helping to achieve the asset management objectives

  • NOTE 1 at the term: A strategic asset management plan is derived from the organization plan .
  • NOTE 2 at the term: A strategic asset management plan can be contained in, or may be a secondary plan, the organization plan.

question 32-1

The SAMP is the framework and starting point of the Maincontract

alternatives 32-1

  1. The Maincontract must kunnne adapt to the SAMP
  2. The Maincontract guarantees the SAMP
  3. The SAMP must be clear to the contractor
  4. The SAMP should be discussed in the Contractor Toolbox

criteria 32-1

  1. The SAMP must be contained in the document information
  2. The SAMP must be transparent for the digital odprachtnemer

37. Corrective Measure
 

Measure the cause of a deviation to eliminate and prevent recurrence

  • NOTE 1 at the term: In the case of other undesirable results, measures are needed to minimize the causes or eliminate and reduce the impact or prevent recurrence. Such measures fall outside the concept of corrective measures, as defined herein.

question 37-1

The Maincontract includes processes to take corrective measures when deviations

alternatives 37-1

  1. The Maincontract monitors deviations to identify symptoms
  2. The Maincontract monitors causes to prevent abnormalities
  3. The Maincontract includes processes to identify symptoms of defects
  4. The Maincontract includes processes in order to prevent symptoms of abnormalities flaws

criteria 37-1

  1. The contractor shall inform symptoms of defects fixed on the basis of the audits
  2. Identifying symptoms is a continuous process of the contractor

 

Processchema (2)

drawit-diagram-1

Processtap 3 “Analyse”

The substantive response will be analyzed by the researcher. The results are described and summarized.

This results in a framework in which the research play on the concept Maincontracting and a common response to the research.

Processchema (3)drawit-diagram-2

Processtap 4 “Group Conversation”

In a group conversation the results wil be submitted. Based on the results there will be presented a written analayse. The group will react on the will their opinion based on arguments.

Processchema (4)

drawit-diagram-3

Processtap 5 “Process”

The research questions are answered in two ways. The reactions and results of the conference are described. the subjects are also “weighed” on the basis of AHP analysis. This creates beside the picture why one finds something of a particular subject an organization to the degree of importance.

The latter can be crucial when it comes to decision-making and prioritization. These issues are taken policy and have an impact within the framework that is defined within the Asset Management.

Processchema (5)drawit-diagram-4

 

Processtap 6 “Review”

The results set out in stage 5 are submitted to the group whether the group can identify with what has been established. In particular, the focus will be on how to prioritize the issues on which the decision is based.

Processchema (6)drawit-diagram-5

Processtap 7 “Final”

On the basis of the responses that have been given or agreement which may be identified by respondents were group. Based on the quakes conclusions can be drawn. 

Processchema (7)drawit-diagram-6

 

The results insightful

The results are currently being validated and published after completion. The preliminary findings and research results of this substudy to a SAMP are only available for limited number of participants. 

  1. Click Here for the SAMP in article form (abstraction levels 1 and 2)
  2. Click here for the full SAMP covering all topics and components are visible and searchable (Login needed)

 

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