EN 17485:2021
(Main)Maintenance - Maintenance within physical asset management - Framework for improving the value of the physical assets through their whole life cycle
Maintenance - Maintenance within physical asset management - Framework for improving the value of the physical assets through their whole life cycle
This document specifies methods and procedures when applying physical asset management as a framework to take maintenance into account as an influencing factor within an organizations’ strategic and tactical decisions on its physical assets, and when applying physical asset management as a framework to maintenance activities. It also specifies the relationship between organizational strategic plan and the maintenance management system at a methodological level and describes the interrelations between maintenance process and all the other physical asset management processes at a procedural level.
This document is applicable to managing the physical assets of organizations of all sizes especially organizations producing goods and services with physical assets. It introduces methods and procedures for all the levels and functions of the organizations’ management such as corporate planning management, plant management, technical management, production management, financial management, asset management, maintenance management, quality management, etc. The focus of the document is at the asset portfolio and system levels and consists of guidance and recommendations. It does not apply to certification, regulatory, or contractual use.
However, if specific documents exist for a particular domain, it is important to also consider those documents.
Instandhaltung - Instandhaltung im Rahmen des Anlagenmanagements - Methodik zur Verbesserung des Anlagenwerts über den gesamten Lebenszyklus
Dieses Dokument beschreibt Vorgehensweisen und Verfahren für die Anwendung des Anlagenmanagements als Rahmen dafür, Instandhaltung als Einflussfaktor für die die physischen Assets betreffenden strategischen und taktischen Entscheidungen einer Organisation zu berücksichtigen, und für die Anwendung des Anlagenmanagements als Rahmen für Instandhaltungstätigkeiten. Es beschreibt außerdem auch den Zusammenhang zwischen dem strategischen Organisationsplan und dem Managementsystem für die Instandhaltung auf einer methodischen Ebene ein und beschreibt die Wechselwirkungen zwischen dem Instandhaltungsprozess und allen weiteren Prozessen des Anlagenmanagements auf einer Verfahrensebene.
Dieses Dokument ist für das Management der physischen Assets von Organisationen aller Größen anwendbar, insbesondere von Organisationen, die Güter und Dienstleistungen mit physischen Assets erzeugen. Es führt Vorgehensweisen und Verfahren für alle Ebenen und Funktionen des Managements der Organisation ein, wie z. B. das Management der Unternehmensplanung, das Werksmanagement, das technische Management, das Produktionsmanagement, das Finanzmanagement, das Asset Management, das Instandhaltungsmanagement und das Qualitätsmanagement usw. Der Schwerpunkt des Dokuments ist auf die Ebenen des Asset Portfolios und des Asset Systems ausgerichtet und umfasst Leitlinien und Empfehlungen. Es gilt nicht für die Zertifizierung, behördliche oder vertragsrechtliche Zwecke.
Falls jedoch für einen bestimmten Bereich spezifische Dokumente vorhanden sind, ist es wichtig, diese Dokumente ebenfalls zu berücksichtigen.
Maintenance - Maintenance dans le cadre de la gestion d’actifs physiques - Cadre pour l’amélioration de la valeur des actifs physiques tout au long de leur cycle de vie
Le présent document spécifie les méthodes et les modes opératoires employés lors de l’application de la gestion d’actifs physiques en tant que cadre pour tenir compte de la maintenance comme facteur d’influence dans les décisions stratégiques et tactiques d’un organisme sur ses actifs physiques, et lors de l’application de la gestion d’actifs physiques en tant que cadre pour les activités de maintenance. Il précise également le lien qui existe entre le plan stratégique organisationnel et le système de management de la maintenance à un niveau méthodologique et décrit les interrelations entre le processus maintenance et tous les autres processus de gestion d’actifs physiques à un niveau procédural.
Le présent document s’applique à la gestion d’actifs physiques d’organismes de toutes tailles et, plus particulièrement, d’organismes qui produisent des biens et des services avec des actifs physiques. Il présente les méthodes et les modes opératoires pour tous les niveaux et toutes les fonctions de management des organismes, notamment le management stratégique d’entreprise, le management d’usine, le management technique, le management de production, le management financier, le management des actifs, le management de la maintenance, le management de la qualité, etc. Le présent document apporte des conseils et recommandations centrés sur les niveaux système et portefeuille d’actifs. Il ne s’applique ni à la certification ni à un usage réglementaire ou contractuel.
Toutefois, si des documents spécifiques existent pour un domaine particulier, il est important de prendre également en compte ces documents.
Vzdrževanje - Vzdrževanje znotraj obvladovanja premoženja - Okvir za izboljšanje vrednosti fizičnega premoženja v njegovem celotnem življenjskem ciklu
General Information
Standards Content (Sample)
SLOVENSKI STANDARD
01-september-2021
Vzdrževanje - Vzdrževanje znotraj obvladovanja premoženja - Okvir za izboljšanje
vrednosti fizičnega premoženja v njegovem celotnem življenjskem ciklu
Maintenance - Maintenance within physical asset management - Framework for
improving the value of the physical assets through their whole life cycle
Instandhaltung - Instandhaltung im Rahmen des Anlagenmanagements - Methodik zur
Verbesserung des physischen Assetwerts während des gesamten Lebenszyklusses
Maintenance - Maintenance dans le cadre de la gestion d’actifs physiques - Cadre pour
l’amélioration de la valeur des actifs physiques tout au long de leur cycle de vie
Ta slovenski standard je istoveten z: EN 17485:2021
ICS:
03.100.10 Nabava. Dobava. Logistika Purchasing. Procurement.
Logistics
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
EN 17485
EUROPEAN STANDARD
NORME EUROPÉENNE
June 2021
EUROPÄISCHE NORM
ICS 03.100.01
English Version
Maintenance - Maintenance within physical asset
management - Framework for improving the value of the
physical assets through their whole life cycle
Maintenance - Maintenance dans le cadre de la gestion Instandhaltung - Instandhaltung im Rahmen des
d'actifs physiques - Cadre pour l'amélioration de la Anlagenmanagements - Methodik zur Verbesserung
valeur des actifs physiques tout au long de leur cycle de des physischen Assetwerts während des gesamten
vie Lebenszyklusses
This European Standard was approved by CEN on 26 April 2021.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2021 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN 17485:2021 E
worldwide for CEN national Members.
Contents Page
European foreword . 3
Introduction . 4
1 Scope . 7
2 Normative references . 7
3 Terms, definitions and abbreviations . 7
3.1 Terms and definitions . 7
3.2 Abbreviations .13
4 Strategic planning for maintenance within physical asset management .14
4.1 Strategic asset management plan (SAMP) .14
4.2 Developing AM policy, SAMP and AM plan .16
4.3 Influence of uncertainty on SAMP and maintenance strategy .30
5 Sustainable life-cycle management .35
5.1 Introduction .35
5.2 Asset life-cycle stages .35
5.3 Triggers, life-cycle activities, life-cycle costing procedure and decision criteria .36
5.4 Triggers: greenfield and brownfield investments .42
5.5 Activities: greenfield and brownfield investments .43
5.6 Triggers: utilization stage .47
5.7 Activities: utilization stage .47
6 Performance evaluation and improvement of physical assets .59
6.1 Performance evaluation and improvement framework (principle) .59
6.2 The system of performance monitoring .60
6.3 Examples of performance management approaches .65
Annex A (informative) The overlapping nature of the asset hierarchy with an example .74
Annex B (informative) Examples of the factors to determine organizational context of
organizations .77
Annex C (informative) Overview of internal and external influencing factors .79
Annex D (informative) The influence of the characteristics of the production system in
detail (in addition to the earlier ones) .82
Annex E (informative) Explanation of elements of organizations’ strategic planning
process .84
Annex F (informative) Determination of requirements and criticality assessment of the
assets .88
Annex G (informative) Factors influencing asset and maintenance management
performance.92
Annex H (informative) Cost-benefit analyses .94
Annex I (informative) Return on assets vs. return on physical assets .95
Bibliography .97
European foreword
This document (EN 17485:2021) has been prepared by Technical Committee CEN/TC 319
“Maintenance”, the secretariat of which is held by UNI.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by December 2021, and conflicting national standards shall
be withdrawn at the latest by December 2021.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
According to the CEN-CENELEC Internal Regulations, the national standards organisations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia,
Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland,
Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North
Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United
Kingdom.
Introduction
EN 17485 introduces methods and procedures about maintenance within physical asset management for
all the levels and functions of the organizations’ management, including corporate planning management,
plant management, technical management, production management, financial management, asset
management, maintenance management, and quality management.
EN 16646 ‘Maintenance - Maintenance within physical asset management’ was published in December
2014. Since it gives a general framework to allow and determine the role and tasks of maintenance within
the larger frame of physical asset management, but does not introduce detail methods and procedures to
implement or establish it. The aim of EN 17485 is to close this gap.
This document addresses the principles of physical asset management, which are relevant from the
maintenance point of view. This document offers a framework for a systematic management approach.
The aims of this document are to:
— create and systematize the link between business, physical asset management and maintenance
activities of organizations;
— indicate external and internal influencing factors and their effect on physical asset and maintenance
management;
— promote cross-functional cooperation;
— address transparency in organizational decision making;
— address simulation and visualization as effective tools to support decision making;
— address uncertainty management to improve the quality of decision making;
— improve information management as an activity to achieve the above-mentioned objectives;
— address the sustainability of operations.
These targets improve the chances of success in meeting the physical asset management challenges
mentioned in EN 16646. It mentions several reasons why physical asset management is nowadays more
important than ever before. The same reasons are valid when we evaluate the importance of methods
and procedures.
This document introduces methods and approaches to build a bridge between maintenance and the other
functions.
Many benefits can be achieved when applying the methodology presented in this document:
— economically more efficient, effective and profitable use of capital: ‘turnover of and return on assets’;
— more accurate long-term life cycle decisions;
— integrated investment and maintenance planning;
— integrated approach for the production function (assets, operation and maintenance);
— direction given to maintenance strategies and activities;
— improved position for maintenance among the other company functions;
— improved assessment of performance and control;
— enhanced capability to operate within extended enterprise ecosystems (including
customers/suppliers);
— enhanced reputation;
— more sustainable use of capital.
Further and maybe even greater benefits are now being found through improved credibility in the eyes
of customers, regulators and other stakeholders. Physical asset management also results in much greater
engagement and motivation of the workforce, and in more sustainable, continual improvement business
processes. Physical asset management builds up the required link between maintenance management
and the organizational strategic plan and gives direction to maintenance activities.
The standards EN 16646 and EN 17485 build the bridge between ISO 5500x (Asset management system
standards) and the EN maintenance standards. ISO 55001 states that organizations should determine e.g.
the organizational context, requirements for the assets, decision criteria, strategic asset management
plan and asset management plan (including maintenance). However, it does not describe how to do it.
Respectively, maintenance standards often introduce e.g. the concept of the required function or the
concept of maintenance strategy, but do not explain how they have been determined. EN 17485
introduces a methodological framework which advises organizations to implement the requirements
presented in ISO 55001. By doing this it creates the bridge between the several maintenance standards
and ISO 5500x in order to give an applicable starting point to the more detailed documents for the specific
sub-functions of maintenance (See Figure 1).
Figure 1 — Links between EN 17485 and other standards
Figure 2 — The structure of the core clauses
In Figure 2, life cycle management covers 3 main life cycles stages (see in detail 5.2):
1. Acquisition stages (6 sub-stages) where the impact of maintenance on asset solutions have been
indicated and the first contributions on maintenance strategies and programmes have been created;
2. Utilization stages (3 sub-stages) which are:
— Utilization of physical assets;
— Maintenance of physical assets;
— Replacements including reconditioning, improvements, modifications, modernizations;
3. Disposal stage.
1 Scope
This document specifies methods and procedures when applying physical asset management as a
framework to take maintenance into account as an influencing factor within an organizations’ strategic
and tactical decisions on its physical assets, and when applying physical asset management as a
framework to maintena
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