Asset Management Application Guide for ISO 55001
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Asset Management Application Guide for ISO 55001 International Copper Association (ICA) Latin America Av. Vitacura 2909, Oficina 303 Las Condes, Santiago Chile www.copperalliance.org COPYRIGHT © 2015 International Copper Association NOTE OF CLARIFICATION The document was originally created in Brazil, written in Portuguese and translated into English. Although this document has been prepared with due care, the ICA and any other participating institution are not responsible for the information and analysis herein presented, which shall be credited directly to their authors. This study does not restrain and nor does it exempts consultation and full reading of the standard ISO 55000/1/2 of the ISO - International Organization for Standardization and the British specification PAS-55 (Publicly Available Specification number 55) of the British Standards Institution [1]. Citations and references to the ISO 55000/1/2 and case studies were authorized by their respective organizations and their representatives in Brazil were the original texts were written. DATASHEET Original Text in Portuguese Prepared by: Marisa Zampolli Revised and Supervised by: Glycon Garcia Jr. Contributors (authors of practical examples and annexes) in the order they appear in the document: Alexandre Felix do Nascimento Ítalo Claudio Caiani Spanó – Reliasoft Brasil Rafael Schmitz Venturini de Barros – AES Tietê Gilberto Martins Junior – Elektro Eletricidade e Serviços S.A. Henrique Eduardo Pinto Diniz – CEMIG Valéria Simões de Marco – Eletrobrás Eletronuclear S.A. Paulo Marcio Nepomuceno de Sousa – CEMIG Pedro Monteiro de Castro Souza – CEMIG Henderson Saldonas da Silva João Esmeraldo da Silva, Dr. - Fundação Gorceix - Departamento de Pesquisa e Educação Continuada Jefferson Januário Mendes, Msc. - Instituto Federal Minas Gerais – Departamento de Engenharia de Produção Ruben Antonio Llobell Solé, Dr. - Fundação Gorceix - Departamento de Pesquisa e Educação Continuada CONTENTS Executive Summary . 10 Introduction . 11 Let’s talk a little about Standards: . 12 Step 1: Plan the company asset management . 14 A. The Context of the Organization {4} . 16 a. Understanding the organization and its context {4.1}. 16 b. Understanding the needs and expectations of stakeholders {4.2}. 17 c. Determining the scope of the asset management system {4.3}. 17 d. Determining the Asset Management System {4.4}. 17 B. Leadership {5} . 18 a. Policy {5.2}. .. 19 b. Organizational roles, responsibilities and authorities {5.3} . 19 c. Criteria and definition of the asset portfolio to the management system - Determination of the scope {4.3}. 20 • Critical Assets . 21 • Criteria for defining critical assets . 21 d. Asset management system {4.4}. 21 Step 2: Execute the asset management objectives. 22 A. SAMP – Strategic Asset Management Plan {6.2.2}. 24 a. The Asset Management Plans {6.2.2}. 25 B. Support {7}. 26 a. Resources {7.1}. 26 b. Competence {7.2}. 27 c. Awareness {7.3}. 27 d. Communication {7.4} . 27 e. Information Requirements {7.5}. 28 f. Documented Information {7.6}. 28 g. Control of documented information {7.6.3}. 28 C. Operation: Project and Acquisition of Critical Assets {8} . 28 Practical example: Asset’s Acquisition by a Logistics Company [A]. 29 a. Analysis for introduction of new technologies . 30 Practical example: Introduction of new technologies in the oil and gas industry [B]. 31 Step 3: Risk management . 32 A. Methodologies applied to risk management. 33 B. Actions to address risks and opportunities for the asset management system {6.1}. 36 C. Management of Change {8.2} . 36 D. Outsourcing {8.3}. 37 Step 4 Monitoring the operation. 38 A. Performance evaluation {9}. 39 B. Definition of indicators {9.1}. 40 a. Performance indicators or KPI´s. 40 b. Cost Indicators. 41 c. Risk indicators or KRI´s . 41 C. Internal audit {9.2}. 41 Step 5: Analyze the asset management system. 42 A. Economic & Life Cycle Assessment. 43 B. Calculation of the economic life of an asset and LCC analysis . 49 Practical example: High Performance Compressor [C]. 49 Step 6: Decisions making and seek of continuous improvement. 52 A. Analysis for technological modernization based on power efficiency. .. 53 Practical example: Electric Motors [D]. 53 Conclusions. 56 Bibliography. 58 Annexes. 60 1 – Case study AES Tietê – Preparing the SAMP. 61 2 – Case Study: Elektro - Asset Management Plan for the purchase of transformers . 65 3 – Case study: CEMIG – Application of Asset Management in Risk Assessment of Connection Failures. ..