Infrastructure Delivery Management Toolkit: 2010 Edition Delivery Process 1: Portfolio Management Infrastructure Planning: The C-AMP Sonny Schmidt development through partnership

The IDMS DP1: Portfolio Management DP2: Project Management Prov Infr Strat DP1: Portfolio Management DP1-1 Infrastructure Planning DP1-2 Programme Management Develop U-AMP (including prioritised MTEF works list) Develop C-AMP (including work plans) Dev Proc Strat Develop/review IPMP Manage Implementation G1(a) G1(b) G2 PC1 PF1.4 PF1.3 PF2.1 PF2.2 PF2.3 PF3 PF4 PF5 DP2: Project Management DP2-1 Planning (Develop IPIP) DP2-2 Design DP2-3 Works DP2-4 Close Out Package prep Package definition Works planning Design developt. MFC Info Con/Del works Handovr works Project Close Out Update Asset Register G3 G4 G5 G6(a) G6(b) G7 G8 PC2 PC3 PC4a PC5 PC4b T1 T2 Delivery Gates: G1a – Approved U-AMP (incl MTEF list) G1b – Approved C-AMP (incl Works list G2 – Accepted Procurement Strategy G3 – Accepted Strategic Brief G4 – Accepted Concept Report G5 – Accepted Design Development Report G6 a – Accepted Production Information G6b - Accepted Manufacture, Fabrication & Construction information G6c ?? – Sonny to confirm if required G7 – Accepted works in accordance with requirements G8 – Works taken over by User, complete with record information Procurement Milestones: PC1 – Procure PSP for Programme Management, incl strategic procurement services PC2 – Management Contractor / Framework Contract PC3 – Design and Construct PC4a – Design by Employer (Consultant procurement) PC4b – Design by Employer (Contractor procurement) PC5 – Develop and Construct Performance Management Processes: PF1.1 – Develop Indicators from Strategic Plan objectives PF1.2 - Develop Indicators from Programme Implementation Plans and Budgets PF1.3 – Develop Indicators from Project / Operational & Maintenance Plans PF1.4 – Link Indicators and RACI to individual Performance Agreements PF2.1 – Monitor & Evaluate Inputs, Activities and Outputs against plan PF2.2 – Monitor & Evaluate Outcomes against plan PF2.3 – Monitor & Evaluate Impacts against plan PF3 – Publish Performance Information PF4 – Review / Appraise individual performance PF5 – Take management action Triggers: T1 – Trigger – To O&M on requirements for works that will be delivered T2 – Trigger – To other Dep’s on requirements for other services (staff, books (Edu), pharmaceuticals (Health), etc) PF1.4 PF1.3 PF2.1 PF2.2 PF2.3 PF3 PF4 PF5 DP3: Operations & Maintenance DP3-1 Recognise & accept assets DP3-2 Mobilisation for Facilities Mgt DP3-3 Operations DP3-4 Maintenance DP3-5 Demobilise Facilities Mgt G8 PF1.4 PF1.3 PF2.1 PF2.2 PF2.3 PF3 PF4 PF5

User and Custodian Portfolio Management Outputs organisations Custodian U-AMP Construction procurement strategy IPMP Organisation and Support plan Monitoring reports Recommended actions C-AMP Portfolio Management outputs by responsible organisation The Implementing Agent is managed by the User on the basis of the SDA between the organisations and the IPIP it submits

Life Cycle Planning (1) All costs (estimated & actual) over the life cycle of an asset are taken into consideration in order to make future decisions about the asset. Includes: capital e.g. initial acquisition cost and future upgrades, rehabilitations operations and maintenance This will help make the decision about whether to continue using or acquiring an asset to provide services.

Life Cycle Planning (2) The asset is obtained at an initial acquisition cost. Ordinary use of the asset leads to wear and tear, requiring preventative maintenance to ensure that the asset remains above its minimum required performance level After an initial period preventative maintenance is no longer able to ensure the minimum level of performance and the asset requires renovation/rehabilitation. The renovation restores the assets to its original condition. Preventative maintenance now continues During the asset’s life it may be upgraded or extended, increasing the value of the asset The asset could be renovated/rehabilitated a number of times. However (typically at the end of the asset’s planned life), systems supporting the asset can be expected to fail. The asset now requires major rehabilitation/refurbishment which may involve a major overhaul of systems and/or replacement of these systems or components of systems Once the refurbishment has been completed a new economic life cycle begins.

Life Cycle Costing Typical estimate for a single new asset showing; Acquisition Maintenance Rehabilitation (every 5 years in this case) Organisation and support costs

Composition of an Asset register

Infrastructure Planning Methodology Generically the planning process for both asset solutions and organisational capacity discussed in this module are based on identifying needs, comparing these to current services and facilities available and developing solutions to any gaps.

Infrastructure Planning (1) Custodian: C-AMP (G1b) Life Cycle Planning for each asset Collaboration with users First gate (2 halves) in CIDB Gateway Process User will fund all infrastructure work Custodian will assist with services such as asset register, condition assessments, life cycle costing plans for each asset Custodian will co-ordinate work across all users

Thank you 2006 Ver planning philosophy remains the same GIAMA requirements added – essentially a combination of the outputs of each of the steps in the roadmaps Good working relationship between Custodian and User essential Flows now linear – easier for people to use