1. Operationalization of a Public Works AM Strategy
Pious Maposa
Senior Advisor – Asset Management, Halton Region
Dan Olsen
CH2M, AM Consultant

2. Presentation Objectives
Understand how we developed a line of sight between AM objectives and the 2018 capital plan
Understand our approach to fostering a culture of AM across the organisation

3. Our Customers
The Public Works department is responsible for delivering water, wastewater, waste, and road services to approx. 530,000 customers across 4 municipalities
Describe the customers and the system (i.e. assets)

4. Our Assets
To delivery services to customers, Halton Region owns and operates:
Water
Wastewater
Roads
Waste
12 water purification plants
15 booster stations
22 reservoirs
2,218 km of water main
7 wastewater treatment plants
88 pump stations
1,806 km of sewer main
1,013 lane km of roads
225 bridges and major culverts
1 open landfill
11 closed landfills
Describe the customers and the system (i.e. assets)

5. Our AM Strategy Framework

6. Building the Line of Sight

7. Line of Sight Monitor Customer LOS Monitor Technical LOS
Update 10-year Capital Plan
Update Life Cycle Models (LCMs)
Perform Risk Assessment

8. Line of Sight Monitor Customer LOS Monitor Technical LOS
Technical LOS used as early warning mechanism for customers impacts
Monitor Technical LOS
Update 10-year Capital Plan
Update Life Cycle Models (LCMs)
Perform Risk Assessment

9. Levels of Service (LOS)
Customer LOS objectives were developed for each service area that aligned to 8 customer values:
Availability
Cost Effectiveness
Reliability
Responsiveness
Safety
Suitability
Sustainability
Technical LOS key performance indicators were selected that measure asset and operational factors needed to achieve each customer objective.

10. Levels of Service (LOS) – Water Example
% of trunk mains that have system redundancy or emergency SOP
# of hours of treated water storage capacity at average summer day demand
# of main breaks/100km
# of inoperable or leaking critical valves
Reliability (e.g. unplanned service interruptions are minor)
Asset factors
Operational factors
% compliance with valve preventative maintenance program of critical valves
% compliance with Condition Needs Assessment Plan

11. Line of Sight Monitor Customer LOS Monitor Technical LOS
Technical LOS used as early warning mechanism for customers impacts
Monitor Technical LOS
Technical LOS data used as input for LCMs
Update 10-year Capital Plan
Update Life Cycle Models (LCMs)
Perform Risk Assessment

12. Lifecycle Management
8 Life cycle models were developed for different asset types across the four service areas.
Life cycle models used to forecast long-term asset renewal needs to maintain service to customers.

13. Lifecycle Management – Water Example
Water mains - based on historical break data and a target # of breaks per 100km per year, statistical model was developed.

14. Line of Sight Monitor Customer LOS Monitor Technical LOS
Technical LOS used as early warning mechanism for customers impacts
Monitor Technical LOS
Technical LOS data used as input for LCMs
Update 10-year Capital Plan
Update Life Cycle Models (LCMs)
LCM used to identify asset issues for Risk Assessment
Perform Risk Assessment

15. Asset Risk Management Consequence of Failure on Customers Customer LOS
Attributes include:
Cost Effectiveness
Safety
Availability/Reliability
Suitability
Sustainability
Responsiveness
Consequence Categories include:
Cost
Health & Safety
Availability/Reliability
Legislation
Environment
Technical LOS
Likelihood of Asset Failure
Factors include:
Asset factors
Operational factors
Root causes of failure include:
Asset factors – e.g. main breaks
Operational factors – e.g. inadequate preventative maintenance

16. Asset Risk Management – Water Example
Failure Mode
break in a 350mm DI main under a major highway.
Consequences
Cost - Highway could wash out which would have significant repair costs and traffic diversion.
Availability/Reliability - Loss of supply to 500 properties and service would be out for 2 months. Some redundancy in system.
Safety has high volume so potential for serious injury.
Likelihood
50 year old pipe, no recorded breaks, moderate likelihood

17. Line of Sight Monitor Customer LOS Monitor Technical LOS
Technical LOS used as early warning mechanism for customers impacts
Monitor Technical LOS
Technical LOS data used as input for LCMs
Capital Plans are validated by monitoring Technical and Customer LOS
LCM informs Years 5 to 10 of plan
Update 10-year Capital Plan
Update Life Cycle Models (LCMs)
Asset issues that have highest risk (based on likelihood of asset failure and consequences to customers) are prioritized in Years 1 to 4 of plan
LCM used to identify asset issues for Risk Assessment
Perform Risk Assessment

18. Results Capital Plan

19. Fostering an AM Culture in Halton

20. AM System - Stakeholders
I want a capital plan with no surprises.
Finance
I want planners and management to listen to my concerns about the asset base.
O&M
Stake-holders
Senior Mngt.
I want to be confident in the decisions being made on assets.
I want the AM processes to not create additional work for me and that will add value to me role.
Asset Planners

21. Steps Taken to Gain Internal Stakeholder Buy-In
Build Team
Assembled an AM Team, comprised of champions within each internal stakeholder group
Train
Conducted an AM training session to create common language around AM
Develop
Developed the Tools/Processes with the Team
Implement
Implemented the Tools/Process to develop the 2018 capital plan
Sustain
Embedded the Tools/Framework within Halton

22. Stakeholder Buy-in Finance O&M Stake-holders Senior Mngt.
I now see how the AM processes can enhance the transparency of the capital plan and manage unknowns.
I now see how the risk process will enable my voice to be heard and my concerns to be documented.
Finance
O&M
Stake-holders
Senior Mngt.
I now see how I can align my current approach to the AM system to enable better decision making without additional work.
I now see how the risk process can be a strong tool to support my decision making.
Asset Planners

23. Look Ahead

24. Look Ahead Sustain existing momentum
Continue to develop components of the AM Framework
Optimized Decision Making
Asset Information Strategy

25. Questions? Contact Us: Pious Maposa
Senior Advisor – Asset Management, Halton Region
Dan Olsen
CH2M, AM Consultant