Infrastructure Delivery
Management Toolkit:
2010 Edition
Delivery Process 1: Portfolio Management
Introduction
Sonny Schmidt
1
cidb
development through partnership
Overview of Portfolio Management
“Infrastructure networks, ... represent a
vast investment, made over many
generations ... that support the fabric of
modern living in our communities. It is
important that we employ the very best
management skills and practices to
ensure that related services are
delivered economically and
sustainably.”
(IIMM v3 2006)
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Overview of Portfolio Management
“Portfolio Management is concerned with
doing the right work”
(Standard for Portfolio Management 2006 - PMI)
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Overview of Portfolio Management (PMI)
4
Statutory Requirements for Portfolio Management (1)
• PFMA Section 38 (1):
– “ .. evaluating all major capital projects ..”
– “..effective, efficient, economical and
transparent use of resources..”
– “.. safeguarding and maintenance ..”
• Chapter 5 of Treasury Regulations:
– Prepare and submit a strategic plan and
APP for MTEF period annually
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Statutory Requirements for Portfolio Management (2)
• GIAMA:
– U-AMP:
• Reviewed, submitted annually
• Strategic needs assessment
– C-AMP
• Reviewed, submitted annually
• Life cycle management plan for assets
• OHS: Operations and Maintenance
requirements
6
Standards and Guidelines
• International Infrastructure Management
Manual (IIMM)
• Standard for Portfolio Management
(PMI)
• Standard for Programme Management
(PMI)
• GIAMA Guides for Asset Management
Plans
7
The IDMS
DP1: Portfolio Management
Prov
Infr
Strat
DP1-1 Infrastructure Planning
Develop U-AMP
Develop C-AMP
(including prioritised
(including work plans)
MTEF works list)
DP1-2 Programme Management
Dev Proc
Strat
G1(a)
PF1.
3
G1(b)
PF1.
4
P
C1
PF2.
1
Develop/review
IPMP
G2
PF2.
2
PF5
Manage
Implementation
PF2.
3
PF3
PF4
DP2: Project Management
DP2-1 Planning (Develop IPIP)
Package
definitio
n
Package
prep
P
C2
G3
PF1.
3
Works
plannin
g
G4
DP2-3 Works
DP2-2 Design
Design
develop
t.
P
P
C4
C3
a
PF1.
4
G5
P
C5
MFC
Info
G6(a)
T1
PF2.
1
PF5
Con/Del
works
G6(b)
P
C4
b
PF2.
2
DP2-4 Close Out
Handovr
works
G7
Project
Close Out
Update
Asset
Register
G8
T2
PF2.
3
PF3
PF4
DP3: Operations & Maintenance
DP3-1 Recognise
& accept assets
G8
PF1.
3
DP3-2 Mobilisation
for Facilities Mgt
PF1.
4
DP3-3
Operations
PF2.
1
PF5
DP3-4
Maintenance
PF2.
2
PF2.
3
DP3-5 Demobilise
Facilities Mgt
PF3
PF4
Portfolio Management Process
• Infrastructure
strategy
• Legislation &
policies
• Long Term asset
priorities
• U-AMP (G1(a))
• Service delivery
mandates
• Asset Register
• Budget allocation
• C-AMP (G1(b))
Portfolio
Management
• Monitoring &
Feedback
• Construction Procurement
Strategy (G2)
• IPMP
• Monitoring Reports
• Recommended actions
Infrastructure management
capability:
• Organisation
• Custodian
• Industry
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Components of Portfolio Management
• Infrastructure Strategy
• Long term Asset Priorities
• Legislation & Policies
• Asset Register
• Service delivery mandates
• DP2 feedback
• DP 3 feedback
• Performance Management
DP1.1:
Infrastructure
Planning
Infrastructure asset
management capacity:
• Organisation
• Custodian
• Industry
U-AMP G1(a)
C-AMP G1(b)
DP1.2:
Programme
Management
DP3: Operations
& Maintenance
IPMP ( including
Construction Procurement
Strategy ( G2))
DP2: Project
Implementation
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Portfolio
Management
Handover of
constructed,
upgraded or
rehabilitated asset
Project
Management
Operation and
Maintenance
Management
Feedback from Projects in Progress
Feedback from Operations and Maintenance
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OAG: Asset Life Cycle (Asset Management Guidelines)
Planning
Disposal
Acquisition
Acquisition
Operation &
Maintenance
Maintenanc
e
User and Custodian Portfolio Management Outputs
User
organisations
Custodian
organisations
 U-AMP
 Construction
procurement
strategy
 IPMP
 Organisation and
Support plan
 Monitoring reports
 Recommended
actions
 C-AMP
 Work Plans
 Organisation and
Support plan
 Monitoring reports
 Recommended
actions
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Benefits of Portfolio Management
•
•
•
•
•
•
Strategic Alignment
Improved Stakeholder Management
Good Governance
Legislative Compliance
Consistent Reporting
Improved Risk Management
15
Conclusion
• Portfolio Management is a continuous
process
• Reports are snap shots at specific times
• Collaboration with custodian - develop
• Document work – institutionalisation,
transfer lessons learned
16
Thank you
cidb
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