ISO 55000
Something New for State & Local Government Asset (Property) Managers
Scott E. Pepperman
Executive Director
National Association of State Agencies for Surplus Property
May 2013
“Within the standards development arena, to have the combined perspective of
industry, consumers, nongovernment organizations and academia has become
more and more important to state and local governments, especially in the areas
such as sustainability, clean technologies, energy usages and efficiency, the built
environment, water and others”
-Ms. Mary C. McKiel, Ph.D.
2013 Chairperson of the ASTM International Board of Directors
Areas of Discussion for Today NASASP
Asset Management in State and Local Governments
Standards
NPMA and ASTM
ISO 55000
Summary
Questions and Answers
THE NATIONAL ASSOCIATION OF
STATE AGENCIES FOR SURPLUS PROPERTY
-Who is NASASP?
-History of NASASP
-Purpose of NASASP
THE NATIONAL ASSOCIATION OF
STATE AGENCIES FOR SURPLUS PROPERTY
-Who is NASASP?
-History of NASASP
-Purpose of NASASP
WHAT ARE THE COMMON FAILURES IN ASSET
MANAGEMENT AND WHAT IS THE IMPACT OF
THESE FAILURES?
•
Lack of Knowledge – Don’t Know
•
Lack of Training – Don’t Care
•
Lack of Standards – Don’t Know and Don’t
Care
WHAT ARE THE OBSTACLES FOR GOVERNMENT
AGENCIES TO IMPLEMENT SOUND PRACTICES AND
BUSINESS PROCEDURES IN MANAGING THEIR ASSETS?
- POLITICS
- COMPARTMENTIZATION
- THE WHEELS TURN SLOWLY
WHAT WILL IT TAKE FOR GOVERNMENT TO
OVERCOME THE OBSTACLES AND MAKE
PROGRESS?
-
VOLUNTARY CONSENSUS STANDARDS
-
A PLAN – ISO 55000
-
ADOPTION
-
TRAINING
-
BEST BUSINESS PRACTICE
-
FINALLY – TAKE OUT THE POLITICS
The Need for Standards
•
As emerging economies develop more rigorous
business practices to help manage growth,
standards around how organizations manage
their assets will support international trade by
leveling differences in how business is grown
and managed
Background:
Standards Organizations



ANSI – American National Standards
Institute
ISO – International Organization for
Standardization, European based developer
of international standards
ASTM – ASTM International is a US based
developer of international standards
Standards Development
Committees



PC 251 – ISO Project Committee tasked with
developing a management system standard for
Asset Management
US Technical Advisory Group (US TAG) - ANSI
sanctioned US group participating in PC 251
ASTM E53 – ASTM standards committee for
asset management standards, and the ANSI
sanctioned host of the US TAG to PC 251
ISO 55000
History and Schedule
 2000: First three ASTM E53 Asset Management
standards published
 2004: PAS 55 published
 Winter 2009: BSI proposes PAS 55 as the basis
for an ISO Management Systems Standard for
Asset Management
 Spring 2009: ASTM E53 decides to engage in
the ISO Asset Management standards
development process
 November 2009: ASTM E53 approved as official
US Technical Advisory Group (US TAG) by ANSI
 June 2010: Preliminary Meeting of ISO Asset
Management committee in London
 September 2010: ISO approval of PC 251, Asset
Management Systems
 January 2011: First Working Draft (WD1)
released
 February 2011: US comments on WD1
submitted
 March 2011: First Official Meeting of PC251 in
Australia
 April 2011: Working Draft 2 (WD2) released for
comment
 June 2011: US TAG Face-to-Face Meeting at
ASTM HQ in Philadelphia
 August 2011: US comments on WD2 submitted
 October 2011: Second Official Meeting of ISO
PC251 in Arlington, VA (hosted by US TAG)
 November 2011: First Committee Draft (CD1) for
comment released
 December 2011: US TAG Face-to-Face meeting
to craft US comments at AMP Conference in
Bonita Springs, FL
 January 2012: US comments on CD1 submitted
 February 2012: Third Official Meeting of ISO
PC251 in Pretoria, South Africa
 March 2012: Second Committee Draft (CD2) for
comment released
 April 2012: US TAG Face-to-Face meeting to
craft US comments at Meridium Conference in
Jacksonville, FL
 May 2012: US comments on CD2 submitted
 June 2012: Fourth Official Meeting of ISO PC251
in Prague, Czech Republic
 August 2012: Planned release of Draft
International Standard (DIS) for Ballot
 TBD: US TAG Face-to-Face Meeting to discuss
and comment on the DIS for Ballot
 April 2013: Fifth Official Meeting of ISO PC251 in
Calgary, CA
 TBD 2013: Final ballot
 February 2014: Target date for the release of
ISO 55000
ISO/PC251 Participating Countries
11. Ireland
1. Argentina
12. Italy
2. Australia
13. Republic of
3. Canada
14. Korea
4. Chile
15. Netherlands
5. China
6. Czech Republic16. Mexico
17. Norway
7. Denmark
18. Peru
8. Finland
19. Portugal
9. Germany
20. South Africa
10. India
21. Spain
22. Sweden
23. United Kingdom
24. United States of
America
25. United Arab
Emirates
26. Japan
27. France
28. Switzerland
US TAG Participating
Organizations
E-ISG Asset Intelligence
Concepts – what’s new?



Asset
 Asset or property?
 Asset life
Asset Management
Asset Management System
ISO 55000 Definitions



Asset – something with potential value to an
organization and for which the organization has
a responsibility
Asset System - group of assets that interact
and/or are interrelated so as to deliver a
required business function or service
Asset = Asset System


Asset is the term used around the world
NPMA, ASTM E53 and government entities are
adopting the term




Asset life is defined as the period from
its conception to end of life
Assets often pass through identifiable
asset life stages
The description (and naming) of stages
can differ for different assets and
different applications/organizations
An asset system, through the
replacement, modification and/or
maintenance of component assets, may
even have an indefinite life
Responsibility Period


The “responsibility period” is the period of time
over which an organization has accountability for
an asset and can be within one or many of the
assets life stages
The role of asset management is to maximize
value from assets across each of the asset life
stages that fall within or in some instances
beyond the "responsibility period" of the
organization
Asset Management Life Cycle


An asset holds continuing value potential to one
or more organizations over its life
Asset life does not necessarily coincide with the
period over which any one organization holds
responsibility for the asset


Asset Management
Asset management enables the
realization of value from assets
Value realization is achieved
through the use of analytical
approaches and implementation
processes that have similar core
characteristics, no matter what the
industry
ISO Required
Management System
Definition

Management System – Set of
interrelated or interacting elements of
an organization to establish policies
and objectives, and processes to
achieve those objectives
ISO Required
Management System
Definition



These standards describe a
Management System for Asset
Management
They do not describe processes for the
management of assets
ASTM E53 standards cover life cycle
functions of the management of assets
What’s in it for your organization?




ISO 55000 promises to be a widely recognized
and adopted international standard
Assurance that they are doing the right things
Focus is on supporting the mission and
objectives of your organization
Realizing value from the organization’s assets
What’s in it for you?




Better enable all of us to do our jobs
Increased management awareness of asset
management
More “transportable” job skills and expertise
More opportunities
ASTM E53.10 Committee
ISO Asset Management Activities
Officers:
Chair:
James Dieter, CPPM CF, Sunflower Systems,
jdieter@sunflowersystems.com
Vice Chair:
Scott Morris, Genzyme, scott.morris@genzyme.com
Recording
Scott Pepperman, Executive Director, National Association Secretary: for
the State Agencies for Surplus Property,
ExecutiveDirector@nasasp.org
Membership
Secretary:
Kim Doner, CPPM, SRA International, kim_doner@sra.com
ASTM Staff
Manager
Katerina Koperna, ASTM International, kkoperna@astm.org
Questions and Answers???
Scott E. Pepperman
Executive Director
NASASP
National Association of State Agencies for Surplus Property, Inc.
5 Briarwood Court
Mechanicsburg, Pennsylvania 17050
Telephone No. : 717-389-5100
Fax No: 717-795-7594
E-mail: ExecutiveDirector@nasasp.org
Web site: www.nasasp.org