Transcript First Nations Asset Management Pilot ProjectThe Mississaugas of

FIRST NATIONS ASSET MANAGEMENT
MNCFN Pilot Project Update
Southern Tribal Council / First Nations Meeting
Rama, Ontario
October 24-25, 2012
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Asset Management Definition
Asset management is defined as “systematic and
coordinated activities and practices through which
an organization optimally manages its physical
assets, and their associated performance, risks and
expenditures over their lifecycle for the purpose of
achieving its organizational strategic plan”.
(PAS55, British Standard Institution (BSI) 2003)
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Asset Management Definition - Highlights
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Systematic - an approach to the management physical assets from concept to disposal
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Physical assets - fixed or non-current assets such as buildings, equipment, plants, and
infrastructure
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Performance - a tactical plan for managing infrastructure assets to deliver an agreed standard of
service and monitoring information such as asset condition, age, maintenance, estimate of remaining
life etc
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Risks - an asset-specific action plan for assets to estimate associated risk and to determine costefficient corrective action when required
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Expenditures - a “cradle to grave” approach that plans the total cost of ownership over the life of an
any given asset and may include the whole-life cost of planning, design, construction and acquisition,
operations, maintenance, rehabilitation, depreciation, replacement or disposal
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Lifecycle - how to continue to do so for the least cost by enabling an innovative approach to
providing the a level of services standard (LOSS)
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Strategic plan - introduce practices that go beyond just engineering, but into financial management,
risk management, information management & service standards with profound effects on the
decisions making in the management of all infrastructure assets.
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InfraGuide - Managing Infrastructure Assets
InfraGuide operated from
2001 to 2007 as a
partnership between the
Federation of Canadian
Municipalities, the National
Research Council and
Infrastructure Canada.
InfraGuide produced a
collection of case
studies, best practice reports
and e-learning tools for
sustainable infrastructure offering the best in Canadian
experience and knowledge.
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Seven Elements to Asset Management
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What do you have and where is it?
What’s it worth?
What’s the condition and expected remaining service
life?
What’s the level of service standards and what
needs to be done?
When do you need to do it?
How much will it cost and what’s the acceptable level
of risk?
How do you ensure long-term affordability?
Based on InfraGuide – Managing Infrastructure Assets
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Asset Management (AM) Pilot Project
In partnership with the Mississaugas of New Credit First Nations the pilot project
objective was to;
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Introduce asset management processes and test the data application by
integrating into the system First Nations ICMS, ACRS and PSAB data
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Test the data application for simplicity of data collection and aggregation
of existing data sources into a single point of contact
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Test the data application reporting processes with an objective to
streamline & reduce First Nations reporting time, cost and efforts
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Test the data application by referencing information specific to AANDC
unique data sets allowing First Nations a one-stop shop application
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Provide initial and individual software training to system end-users
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AM Pilot Project - Deliverables
The First Nation project will involve three phase approach to use current data:
Phase 1:
Programming with an objective to provide a user-friendly application while
integrating current ICMS, PSAB and other relevant First Nation data
Phase 2:
Populate the application with current First Nations data and test the system
functionality
Phase 3:
Provide training to First Nations end-users on ease of use, data management,
reporting capabilities and system users guide
Prepare a pilot project final report that indentifies concerns, challenges and
provides recommendations to move asset management forward
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AM Pilot Project - Schedule
1.
Initial First Nation Meeting
December 2011
2.
Chief & Council Presentation
January 2012
3.
Chief & Council Motion
January 2012
4.
Project Team Developed
January 2012
5.
Business Process Review
February 2012
6.
AssetNav Customization
March 2012
7.
Data Collection and Input
April /May 2012
8.
System Testing & Proofing
June/July 2012
9.
End User System Training
September 2012
Project Final Report
October 2012
10.
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AM Pilot Project – Team Members
OFNTSC
• Elmer Lickers, Project Coordinator
Mississaugas of the New Credit First Nation
• Chief & Council
• Cynthia Jamieson, Executive Director
• Barbara Hill, Director of Public Works, FN Project Leader
• Lilia Moos, Finance Director
• Lorraine LaForme, Housing Director
• Brandon Hill, Infrastructure Supervisor
• Carolyn King, Geomatic Program
• Brandy Vinnai, Public Works Assistant
Associated Engineering Ltd
• Dr. Roland Bradshaw, P.Eng., Senior Asset Manager
• Matthew Anderson, P.Eng., Software Designer
• Scott Barbacki ,Data Analyst
• Jennifer Gross, GIS/Asset and Data Management
• Amanda Beattie, Administration Support
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New Credit’s Pilot Project R&R
System Manager: Barbara Hill, Public Works Director having
full administrative rights to edit all asset data
Financial Manager: Lilia Moos, Finance Director having full
administrative rights to edit all financial data
Housing Editor: Loraine LaForme, Housing Director having
limited rights to edit housing & infrastructure data
Data Manager: Brandy Vinnai, Public Works Assistant having
data input & editing rights to approved changes to asset
inventory & condition
Viewer: Administrative/Maintenance staff having limited access
to approved viewing capabilities
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AssetNav Roles & Responsibilities
System Manager: responsible for approving and editing all changes as
it relates to asset inventories, conditions, maintenance and inspections
Financial Manager: responsible for approving and managing all financial
related information
Financial Viewer: able to view all financial related information
Data Manager: responsible for overseeing all approved asset edits and
confirms changes through a QA/QC process
Maintenance Manager: responsible for assigning and approving
maintenance work orders
Asset/Maintenance Viewer: able to view assets and maintenance
related data
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First Nations AM Pilot Project - Data Flow
AE
FIRST NATIONS
OFNTSC
AssetNav
First Nations
Infrastructure
First Nations
Housing
First Nations
Finance
PSAB
ICMS/ACRS
Maintenance
Reporting
Inventory
Inspections
Reporting
Inventory
Valuation
Audit
ICMS
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AssetNav System Technology
Information
Management
Decision Making
AssetNav
PSAB
ICMS
Inventory
Financial
Statements
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Data Integration into AssetNav
Background
Data Review
(ICMS/ACRS/PSAB)
Schema
Creation
and Pilot
Community
Schema
Review and
Update
Asset
Attributes
Gathered
Gap Analysis
AssetNav
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Asset Management Application
AssetNav
Demo
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Proposed changes to Google, Bing etc.
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AssetNav - Asset Management System
AssetNav is web-delivered software application designed to assist First
Nations with the day-to-day operation and finance administration.
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Provides simple, quick and intuitive access to infrastructure inventory, costs,
condition and PSAB data all in one convenient location
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Provides processes to manage, maintain and monitor the condition of capital
assets and processes to address maintenance requirements
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Offers lifecycle costing, criticality failure ratings and priority replacements
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Monitors the historical & amortization values of tangible capital assets
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Provides a central repository for attaching any electronic files, drawings,
spreadsheets, equipment & service manuals etc.
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Is a non-proprietary internet delivered product allowing 365x24x7 access at the
First Nation data via the internet anywhere in the world
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Asset Management – Next Steps
1.
Production of analytical results from Asset Management awareness
survey responses
2.
Create Asset Management Awareness within First Nations through
multiple workshops
3.
Complete the Mississaugas of the New Credit pilot project, determine
challenges, issues and recommendations
4.
Expansion of the pilot project to 6 additional pilot communities.
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With a focus on Asset Management Awareness workshops
Awareness workshops to include current ICMS processes
Customization of community’s AssetNav software
Training key staff in the use of AssetNav
Continuous improvements of our Asset Management approach
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Thank you for your attention….
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