prEN 17485

SLOVENSKI STANDARD
oSIST prEN 17485:2020
01-januar-2020
Vzdrževanje - Vzdrževanje znotraj obvladovanja premoženja - Okvir za izboljšanje
vrednosti fizičnih premoženj skozi njihov celoten življenjski cikel
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 - Teil 2: Methodik

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

This draft European Standard is submitted to CEN members for enquiry. It has been drawn up by the Technical Committee

If this draft becomes a European Standard, 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.

This draft European Standard was established by CEN 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

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

Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are

Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without

© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. prEN 17485:2020 E

European foreword ................................................................................................................................................................ 4

Introduction ............................................................................................................................................................................. 5

1 Scope ............................................................................................................................................................................. 8

2 Normative references ............................................................................................................................................. 8

3 Terms, definitions and abbreviations .............................................................................................................. 9

3.1 Terms and definitions ............................................................................................................................................ 9

3.2 Abbreviations ......................................................................................................................................................... 14

4 Strategic planning for maintenance within physical asset management ......................................... 14

4.1 Strategic asset management plan (SAMP) .................................................................................................... 14

4.1.1 Introduction ............................................................................................................................................................ 14

4.1.2 Purpose ..................................................................................................................................................................... 15

4.1.3 The content (according to ISO 55002) ........................................................................................................... 15

4.1.4 The significance of assets ................................................................................................................................... 16

4.2 Developing AM policy, SAMP and AM plan ................................................................................................... 17

4.2.1 Introduction ............................................................................................................................................................ 17

4.2.2 Contribution of maintenance to SAMP .......................................................................................................... 20

4.2.3 Elements of strategic planning process and their effects on maintenance ...................................... 20

4.2.4 Critical success factors and requirements ................................................................................................... 21

4.2.5 Modelling the production process .................................................................................................................. 23

4.2.6 Requirements for maintenance ....................................................................................................................... 24

4.2.7 Developing the maintenance strategy ........................................................................................................... 27

4.3 Influence of uncertainty on SAMP and maintenance strategy .............................................................. 30

4.3.1 Introduction to uncertainty ............................................................................................................................... 30

4.3.2 An uncertainty consideration framework ................................................................................................... 32

4.3.3 Flexibility ................................................................................................................................................................. 33

4.3.4 The holistic framework combining uncertainty and flexibility ........................................................... 34

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

5.3.1 Triggers and life-cycle activities ...................................................................................................................... 36

5.3.2 Life-cycle costing procedure ............................................................................................................................. 38

5.3.3 Appropriate decision criteria and calculation methods (two phases approach) .......................... 40

5.4 Triggers: greenfield and brownfield investments .................................................................................... 42

5.5 Activities: greenfield and brownfield investments ................................................................................... 43

5.5.1 Allocation of requirements into different asset systems ........................................................................ 43

5.5.2 Choosing the best alternative solution for each asset system .............................................................. 45

5.6 Triggers: utilization stage .................................................................................................................................. 45

5.7 Activities: utilization stage ................................................................................................................................ 46

5.7.1 Developing, planning and implementing maintenance of the assets ................................................. 46

5.7.2 An overhaul and replacement plan due to different expected useful lives of assets ................... 48

5.7.3 The initial requirements have not been achieved or additional potential has been

identified .................................................................................................................................................................. 53

5.7.4 Changes in requirements during the utilization of the asset system ................................................. 57

5.7.5 The extension of the useful life of an asset .................................................................................................. 59

6 Management of performance of physical asset........................................................................................... 60

6.1 Performance management framework (principle)................................................................................... 60

6.2 The system of performance monitoring ........................................................................................................ 61

6.3 Examples of performance management approaches ............................................................................... 65

6.3.1 Introduction............................................................................................................................................................. 65

6.3.2 Overall performance of the asset systems .................................................................................................... 65

6.3.3 Approaches to measure, analyse, plan and communicate activities on asset systems ................ 66

Annex A (informative) The overlapping nature of the asset hierarchy with an example ......................... 75

Annex B (informative) Examples of the factors to determine organisational context of

organisations ........................................................................................................................................................... 77

Annex C (informative) Overview of internal and external influencing factors ............................................. 79

C.1 General ...................................................................................................................................................................... 79

C.2 Influencing factors originating from the market ....................................................................................... 79

C.3 Technological influencing factors .................................................................................................................... 80

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 organisations’ strategic planning process .............. 84

E.1 The elements ........................................................................................................................................................... 84

E.2 Elements of strategic planning process and their effects on maintenance ...................................... 85

Annex F (informative) Determination of requirements and criticality assessment of the

assets .......................................................................................................................................................................... 88

F.1 Determination of the requirements................................................................................................................ 88

F.2 Criticality assessment .......................................................................................................................................... 89

performance ............................................................................................................................................................ 91

Annex H (informative) Cost-benefit analyses ............................................................................................................ 93

Annex I (informative) Return on assets vs. return on physical assets ............................................................. 95

Bibliography .......................................................................................................................................................................... 97

This document (prEN 17485:2020) has been prepared by Technical Committee CEN/TC 319

EN 16646 ’ Maintenance - Maintenance within physical asset management’ was published in December

2014. It gives a general framework to determine the role and tasks of the maintenance within the larger

framework of physical asset management. In EN 16646, neither the methods and procedures to

implement and establish the standard are defined nor which kind of methods would be available when

applying the instructions of the standard are recommended. EN 17485 introduces methodological

This document introduces methods and procedures about maintenance within physical asset

management for all the levels and functions of the organisations’ management, including corporate

planning management, plant management, technical management, production management, financial

This document is targeted to promote the principles of physical asset management, which can be

considered essential to meet with success the increasing requirements of the organization’s business

and technological environment, including safety and environmental issues. Similarly, this document

gives direction to maintenance activities within the physical asset management framework, offering

methodological support for a systematic and systemic management approach. The aims of this

• create and systematize the link between business, physical asset management and maintenance

• indicate external and internal influencing factors and their effect on physical asset and maintenance

• prevent silo behaviour and promote cooperation between different organizational functions;

• promote simulation and visualization as effective tools to support decision making;

• improve information management as an activity to achieve the above-mentioned objectives;

These targets improve the chances of success in meeting the physical asset management challenges

mentioned in EN 16646. EN 16646 mentions several reasons why physical asset management is

nowadays more important than ever before. The same reasons are valid when we evaluate the

Physical asset management and maintenance as a part of physical asset management has become a

more essential part of the organizations’ activities during the last decades for several reasons,

— organisations are in tighter collaboration and networking with other businesses, posing pressing

— ‘silo’ behaviour which keeps maintenance and other life cycle processes separated.

The above changes in the organisations’ working environment create demand for more holistic

approaches in business planning, better cooperation between different functions of the organisations,

more systematic and analytic management, deeper understanding of effects of uncertainties on the

activities of the organisations and more frequent modification of prevailing plans and business

approaches. Therefore, maintenance is one of the important functions. 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

— integrated approach for production function (assets, operation and maintenance);

— enhanced capability to operate within extended enterprise ecosystems (including

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 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. While maintenance standards define required

elements (“What to do”), EN 17485 guides through the implementation of maintenance of physical

assets. As a methodological framework it overlaps slightly with the above-mentioned standards in

order to give an applicable starting point to the more detailed documents for the specific subfunctions

— “shall” indicates a requirement; this standard is not a management system standard and therefore

this form has only been used when referring to management system requirements standards;

This document introduces methods and procedures when applying physical asset management as a

framework to take maintenance into account as an influencing factor within an organisations’ strategic

and tactical decisions on its physical assets, and when applying physical asset management as a

framework to maintenance activities. It also introduces the relationship between organisational

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

This document may be applied to managing the physical assets of organisations of all sizes. It

introduces methods and procedures for all the levels and functions of the organisations’ 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 is not intended to be used for certification, regulatory, or

However, if specific documents exist for a particular application, those documents should also be

NOTE Typical examples for asset systems or composition of asset systems are production processes,

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 55002, Asset management — Management systems — Guidelines for the application of ISO 55001

EN 60300-3-3, Dependability management - Part 3-3: Application guide - Life cycle costing

ISO 15663-2, Petroleum and natural gas industries — Life-cycle costing — Part 2: Guidance on

For the purposes of this document, the terms and definitions given in EN 13306, ISO 55000, EN 16646

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

Note 1 to entry: In this document an asset portfolio consists of several asset systems.

Note 2 to entry: A production line, production process or production subprocess are typical examples of asset

in this document means a dedicated investment resulting in the higher return to the investor than to

Note 1 to entry. As an example, a supplier designs equipment which is dedicated to a buyer’s particular need and

all the external factors within the market, technology and community influencing on the decision

in this document in the case of disposal, replacement or modernisation reselling of the assets or asset

systems is difficult or non-profitable because of asset specificity, competitive reasons, obsolescence or

acquisition process, which can include concept definition, design, manufacturing, installation,

combination of all technical, administrative and managerial actions, intended to ameliorate the intrinsic

reliability and/or maintainability and/or safety of an asset, without changing the original function

Note 1 to entry: An improvement may also be introduced to prevent misuse in operation and to avoid failures.

in this document means slow-down of economic transactions because of e.g. high investment cost

in this document means high technological barriers to entry due to patents, missing competences, high

ability of a system to sustain its form, stability and robustness, and maintain its consistency of

part, component, device, subsystem, functional unit, equipment or system that can be individually

Note 1 to entry: A number of items e.g. a population of items, or a sample, may itself be considered as an item.

Note 3 to entry: Software consists of programs, procedures, rules, documentation and data of an information

predict the future development and indicate the probable trend of lagging indicators for the physical

period of value realization from a physical asset by an organization including needs identification,

Note 1 to entry: Life-cycle of an item may contain several life cycles of a physical asset. An item can have several

Note 2 to entry: Realization of value will normally involve a balancing of costs, risks, opportunities and benefits.

is the function which includes all technical, administrative and managerial actions during the life cycle

of an item intended to retain it in, or restore it to, a state in which it can perform the required function

Note 2 to entry: In this document, the maintenance is contributed by all the functions of the organization

modification or improvement in the case of nonconformity of the asset, regarding technological

combination of all technical, administrative and managerial actions intended to change one or more

Note 1 to entry: Modification is not a maintenance action but has to do with changing the required function of an

item to a new required function. The changes may have an influence on the dependability characteristics.

Note 3 to entry: The change of an item where a different version is replacing the original item without changing