Asset Management Accountability Framework - Guidance IHEA Professional Development Day – 19 May 2017 Warren Corlett, FIEAust CPEng Manager, Asset Management Department of Health and Human Services

AMAF Guidance DTF provide implementation guidance on their website Go to the DTF home page - place ‘what is asset management’ in the site search box – this takes you to the Framework document and Implementation Guidance

AMAF Guidance It is acknowledged it will take portfolio agencies effort and time to implement the AMAF A transition period applies for compliance; agencies are to publicly attest AMAF compliance in their 2017-18 annual report – as at 30 June 2018 The DTF AMAF Implementation guidance document covers: AMAF operating environment practitioner guidance useful resources glossary appendices

Implementation Guidance Section 2 – How to use the guidance: context purpose audience guidance structure getting started – questions to consider

Implementation Guidance Section 3 – Asset management and the AMAF operating environment: key areas of an asset management system how the AMAF aligns with legislation/ policy/ standards asset management levels and governance AMAF and the asset management system

Implementation Guidance Section 4 – Practitioner guidance: end-to-end guide to establish, implement, maintain and continually improve processes to support effective asset management end-to-end steps are colour-code to simplify user access clarifies intent, approach and requirements Portfolio boundaries and threshold Organisation and People Strategy and Planning Lifecycle Delivery Asset information Risk and Review

Implementation Guidance Section 5 – Useful resources: organisational documents external resources Section 6 – Glossary of terms

AMAF guidance - appendices Guidance appendices are a useful resource for practitioners and cover: Appendix A: Typical Contents of an Asset Management Strategy Appendix B: Typical Contents of an Asset Management Plan Appendix C: Asset Information Management System contents Appendix D: Real options and business cases and: Appendix E: AMAF alignment with international standards Appendix F: aligning Guidance to AMAF mandatory requirements Appendix G: additional information Appendix H: AMAF Ready Reckoner

Implementation Guidance Appendix A – Typical Contents of an Asset Management Strategy: identified are the Asset Management Strategy (Part A - Strategic) and the Asset Management Strategy (Part B - Tactical) strategic part equates to your agency’s Asset Management Policy that sets vision and direction to drive your organisation’s asset management system and activities tactical part is equivalent to your strategic asset management plan and documents the scope of your asset management system and its integration of asset management and other business functions (finance, risk, procurement, HR)

Implementation Guidance Appendix B – Typical Contents of an Asset Management Plan: identifies activities undertaken on assets an operational plan for activities and actions over a shorter-term to deliver the Asset Management Strategy: for health services with simple/ modest holdings – basically your BAMPs for health services with major/ complex holdings – your BAMPs along with other performance and assurance requirements

Implementation Guidance Appendix C – Asset Information Management System contents: maintaining information and time series records (both financial and non-financial information) over asset lifecycles for asset planning, asset performance monitoring, reporting and accountability includes: up-to-date asset details, facts and time series records asset classification, value, condition, responsibility lifecycle and maintenance costs outlines one good practice approach and highlights expectations

Implementation Guidance Appendix D – Real options and business cases: outlines expectations when considering investment options: for enduring assets – refer to other DTF guidance on investment management and business cases for relatively short-lived assets (such as medical equipment and engineering infrastructure) – use the Medical equipment asset management framework materials on the Internet Appendix E – AMAF alignment with ISO 55000: outlines how the AMAF aligns with international standards

Implementation Guidance Appendix F – Aligning guidance to AMAF mandatory requirements tabulates how the AMAF mandatory requirements apply to each subject in the requirement areas: organisation & people strategy & planning lifecycle delivery Asset Information Management System risk & review Appendix G – Additional information further details for practitioners

Implementation Guidance Appendix H – AMAF ready reckoner for experienced practitioners summarily outlines for each requirement area a potential implementation approach, gives possible inputs and lists possible evidence to meet attestation compliance requirements Note: a DHHS AMAF compliance assessment tool draws from this ready reckoner and is designed to assist practitioners (from the novice to those highly proficient in asset management)