Maintenance - Maintenance within physical asset management - Framework for improving the value of the physical assets through their whole life cycle

This European Standard introduces methods and procedures when applying physical asset management as a framework to take into account the maintenance function within organisations strategic and tactical decision on physical assets and when applying physical asset management as a framework to maintenance activities. It also introduces at a methodological level the relationship between organizational strategic plan and the maintenance management system and describes at a procedural level the interrelations between maintenance process and all the other physical asset management processes.
This European Standard may be applied to managing the physical assets of organizations of all sizes especially goods producing organisations. However, if specific standards exist for a particular application, those standards may also be considered.
This European standard 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.
This European Standard consists of guidance and recommendations and is not intended to be used for
certification, regulatory, or contractual use.

Instandhaltung - Instandhaltung im Rahmen des Anlagenmanagements - Methodik zur Verbesserung des physischen Assetwerts während des gesamten Lebenszyklusses

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

Status
Published
Public Enquiry End Date
04-Feb-2020
Publication Date
28-Jun-2021
Technical Committee
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
16-Jun-2021
Due Date
21-Aug-2021
Completion Date
29-Jun-2021

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SLOVENSKI STANDARD
SIST EN 17485:2021
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
SIST EN 17485:2021 en,fr,de

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

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SIST EN 17485:2021
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SIST EN 17485:2021
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.
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SIST EN 17485:2021
EN 17485:2021 (E)
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

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SIST EN 17485:2021
EN 17485:2021 (E)
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.
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SIST EN 17485:2021
EN 17485:2021 (E)
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.
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SIST EN 17485:2021
EN 17485:2021 (E)

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
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SIST EN 17485:2021
EN 17485:2021 (E)

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.
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SIST EN 17485:2021
EN 17485:2021 (E)
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 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.
2 Normative references

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.

EN 13306:2017, Maintenance — Maintenance terminology
EN 16646:2014, Maintenance — Maintenance within physical asset management
ISO 55000:2014, Asset management — Overview, principles and terminology
3 Terms, definitions and abbreviations
3.1 Terms and definitions

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

and the following apply.

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

— ISO Online browsing platform: available at https://www.iso.org/obp
— IEC Electropedia: available at https://www.electropedia.org/
3.1.1
asset
item, thing or entity that has potential or actual value to an organization
Note 1 to entry: In this document the term ‘asset’ means physical asset (3.1.2).

Note 2 to entry: A machine or device (e.g. a pump, a gear, a valve) can be called a single asset.

[SOURCE: ISO 55000:2014, 3.2.1, modified – Note 2 to entry has been redrafted and renumbered as Note

1 to entry; Notes 1 and 3 to entry have been deleted]
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SIST EN 17485:2021
EN 17485:2021 (E)
3.1.2
physical asset
item that has potential or actual value to an organization
[SOURCE: EN 13306:2017, 3.2, modified]
3.1.3
asset portfolio
assets that are within the scope of the asset management system
Note 1 to entry: An asset portfolio consists of several asset systems.
Note 2 to entry: See Annex A.

[SOURCE: ISO 55000:2014, 3.2.4, modified – Notes 1 and 2 to entry have been deleted and new Notes 1

and 2 to entry have been drafted]
3.1.4
asset replacement value
ARV

estimated amount of capital that would be required to replace the old plant or asset to the similar new

asset

Note 1 to entry: Replacement value is often equivalent to the fire insurance value.

Note 2 to entry: In the literature also plant replacement value (PRV) is widely used.

3.1.5
asset solution
asset that fulfils the requirements set in the concept definition

Note 1 to entry: A non-asset solution fulfils the requirements without asset ownership.

3.1.6
asset system
set of assets that interact or are interrelated

Note 1 to entry: A production line, sewage water treatment plant, transport vehicle and power plant units are

typical examples of asset systems.
[SOURCE: ISO 55000:2014, 3.2.5, modified – Note 1 to entry has been added]
3.1.7
asset specificity

aspect or feature of an asset (such as a specialized machine) that makes it useful for one or few specific

purposes, and therefore no other owner can get the same value from it
Note1 to entry: ‘Asset specific’ indicates high value of asset specificity.
3.1.8
business environment

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

of the organization
[SOURCE: EN 16646:2014]
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SIST EN 17485:2021
EN 17485:2021 (E)
3.1.9
commercially constrained

property of the assets or asset systems, that limits profitable transaction because of asset specificity,

competition reasons, obsolescence or price level
3.1.10
competence

proven ability to use knowledge, skills (3.10), and personal, social and/or methodological abilities, in

work or study situations and in professional and personal development

Note 1 to entry: Competence is described in the terms of responsibility and autonomy.

[SOURCE: EN 15628:2014, 3.1]
3.1.11
concept definition

stage of the asset life cycle after feasibility study, where the basic technological solution is determined

3.1.12
creation of physical asset

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

commissioning
[SOURCE: EN 16646:2014, 3.1.3]
3.1.13
improvement
dependability improvement

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.

[SOURCE: EN 13306:2017, 7.6]
3.1.14
integrity
asset integrity

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

performance and use
3.1.15
item

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

described and considered

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 2 to entry: An item may consist of hardware, software or both.

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

processing system.
[SOURCE: EN 13306:2017, 3.1]
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SIST EN 17485:2021
EN 17485:2021 (E)
3.1.16
critical success factor
attribute required for an organization to ensure the success of an organization

[SOURCE: EN 16646:2014, 3.1.4, modified – ‘critical success factor’ instead of ‘key success factor’]

3.1.17
lagging indicator
measure of an output
[SOURCE: ISO 41014:2020, 3.8.1]
3.1.18
leading indicator
measure of an input
[SOURCE: ISO 41014:2020, 3.8.2]
3.1.19
life cycle of a physical asset

series of stages through which a physical asset goes, from its conception to disposal

[SOURCE: EN 13306:2017, 4.18, modified – ‘of a physical asset’ added, ‘an item’ replaced by ‘a physical

asset’, example and Note 1 to entry have been deleted]
3.1.20
maintenance

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 1 to entry: Maintenance is not limited to a maintenance department.

Note 2 to entry: The maintenance is contributed by all the functions of the organization.

[SOURCE: EN 13306:2017, 2.1, modified – ‘combination of’ replaced by ‘function which includes’, Notes

1, 2 and 3 to entry have been deleted and new Notes 1 and 2 to entry have been drafted]

3.1.21
minimum effective expansion investment
smallest investment that is possible to increase capacity

Note 1 to entry: Minimum effective expansion investment is closely associated with the level of step costs

Note 2 to entry: For example, if a paper mill having one paper machine wants to increase its capacity it should

invest in another paper machine having a very high step cost. If 5 % additional capacity is needed only, then other

measures e.g. improved maintenance, could be more effective. Whereas a dressmaker’s shop having 100 sewing

machines can easily increase its capacity with 5 machines at a low step cost.
3.1.22
modernization

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

to meet new or changed requirements
[SOURCE: EN 13306:2017, 7.8, modified]
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SIST EN 17485:2021
EN 17485:2021 (E)
3.1.23
modification

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

functions of a physical asset

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 2 to entry: Modification may involve the maintenance organization.

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

the function or ameliorating the dependability of the item is called a replacement and is not a modification.

[SOURCE: EN 13306:2017, 7.7, modified – ‘of an item’ replaced by ‘of a physical asset’]

3.1.24
operating conditions

physical loads and environmental conditions as experienced by the asset during the entire life cycle

Note 1 to entry: Operating conditions can vary during the asset’s life cycle.

[SOURCE: EN 13306:2017, 4.22, modified – ‘experienced by the item during a given period’ replaced by

‘as experienced by the asset during the entire life cycle’, ‘item’ replaced by ‘asset’ in Note 1 to entry]

3.1.25
operating constraints

characteristics of the asset, which set limits for the use of the asset and may determine requirements for

maintenance activities

Note 1 to entry: These characteristics are the results of design and construction of the assets and are influenced

by the operational mode and operation conditions.

[SOURCE: EN 13306:2017, 4.21, ‘item’ replaced by ‘asset’ in definition and Note 1 to entry, Note 1 to entry

has been redrafted]
3.1.26
operational mode
operating profile

configuration in which an item is operated and utilized during a given period characterized by units of

use (hours, loads, number of starts/stops, number of transients, etc.)

Note 1 to entry: Operational mode determines the frequency, load, continuity and performance rate of utilization.

[SOURCE: EN 13306:2017, 4.20]
3.1.27
physical asset management
coordinated activities of an organization to realize value from physical assets

Note 1 to entry: Realization of value will normally involve a balancing of costs, risks, opportunities and benefits.

Note 2 to entry: In the life cycle context, physical asset management is the optimal life cycle management of

physical assets to sustainably achieve the stated business objectives.
[SOURCE: ISO 55000:2014, 3.3.1, modified, added ‘physical’]
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SIST EN 17485:2021
EN 17485:2021 (E)
3.1.28
technical depreciation
difference between the asset replacement value and actual value

Note 1 to entry: Technical depreciation should be based on the asset replacement value but not on asset book

value.

Note 2 to entry: Technical depreciation are calculated as a ratio of asset replacement value and expected life.

Note 3 to entry: Technical depreciation measures and depicts technical aging of the assets in money terms.

[SOURCE: EN 16646:2014, 3.1.14]
3.1.29
strategic asset management plan
SAMP

documented information that specifies how organizational objectives are to be converted into asset

management objectives, the approach for developing asset management plans, and the role of the asset

management system in supporting achievement of the asset management objectives

Note 1 to entry: A strategic asset management plan is derived from the organizational plan.

Note 2 to entry: A strategic asset management plan may be contained in, or may be a subsidiary plan of the

organizational plan.
[SOURCE: ISO 55000:2014, 3.3.2]
3.1.30
sustainability

state of the global system, including environmental, social and economic aspects, in which the needs of

the present are met without compromising the ability of future generations to meet their own needs

Note 1 to entry: The environmental, social and economic aspects interact, are interdependent and are often

referred to as the three dimensions of sustainability.
Note 2 to entry: Sustainability is the goal of sustainable development (3.2).

[SOURCE: ISO Guide 82:2019, 3.1 ‘Guidelines for addressing sustainability in standards’]

3.1.31
conversion cost
transformation cost

total cost required to convert materials into product or service, excluding cost of raw materials, packaging

and auxiliary materials

Note 1 to entry: Conversion costs are a manufacturer’s production costs other than the costs of raw materials.

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SIST EN 17485:2021
EN 17485:2021 (E)
3.1.32
useful life
time interval from first use until the instant when a limiting state is reached

Note 1 to entry: The limiting state may be a function of failure rate, maintenance support requirement, physical

condition, economics, age, obsolescence, changes in the user’s requirements or other relevant factors.

Note 2 to entry: The limiting state may be redefined by changes in conditions of use.

Note 3 to entry: In this context, ‘first use’ excludes testing activities prior to hand-over of the item to the end-user.

[SOURCE: EN 13306:2017, 4.16]
3.1.33
key performance indicator
KPI
indicator considered significant
[SOURCE: EN 15341:2019, 3.5]
3.2 Abbreviations
The list of abbreviations used in this document is given in Table 1.
Table 1 — List of abbreviations
Abbreviation Meaning
AHP Analytic hierarchy process
ARV Asset replacement value
FMEA Failure mode and effects analysis
FMECA Failure mode, effects, and criticality analysis
FTA Fault tree analysis
JIT Just in time
KPI Key performance indicator
LCC Life-cycle cost
LCP Life cycle profit
MTTM Mean time to failure
MTTF Mean time to maintain
MTTR Mean time to restoration
OEE Overall equipment effectiveness
PAM Physical asset management
POA Potential opportunity analysis
PPA Potential problem analysis
RA Risk assessment
RBI Risk based inspection
RCM Reliability centred maintenance
SAMP Strategic asset management plan
RBD Reliability Block Diagram
QFD Quality Function Deployment
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EN 17485:2021 (E)
4 Strategic planning for maintenance within physical asset management
4.1 Strategic asset management plan (SAMP)
4.1.1 Introduction

The purpose of physical asset management is to manage an organization’s physical assets effectively in

order to deliver the objectives of the organization’s strategic plan. T
...

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

zur Verbesserung der Leistung während des gesamten Lebenszyklus und der
Nachhaltigkeit einer Anlage
Ta slovenski standard je istoveten z: prEN 17485
ICS:
03.100.10 Nabava. Dobava. Logistika Purchasing. Procurement.
Logistics
oSIST prEN 17485:2020 en

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

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oSIST prEN 17485:2020
DRAFT
EUROPEAN STANDARD
prEN 17485
NORME EUROPÉENNE
EUROPÄISCHE NORM
January 2020
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
Instandhaltung - Instandhaltung im Rahmen des
Anlagenmanagements - Teil 2: Methodik zur
Verbesserung der Leistung während des gesamten
Lebenszyklus und der Nachhaltigkeit einer Anlage

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

CEN/TC 319.

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

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.

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

aware and to provide supporting documentation.

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

notice and shall not be referred to as a European Standard.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

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

worldwide for CEN national Members.
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Contents Page

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

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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

Annex G (informative) Factors influencing asset and maintenance management

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

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

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

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

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European foreword

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

“Maintenance”, the secretariat of which is held by UNI.
This document is currently submitted to the CEN Enquiry.
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Introduction

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

support for Maintenance within Physical Asset Management.

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

management, asset management, maintenance management, and quality management.

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

document are to:

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

activities of organisations;

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

management;

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

• promote transparency in organisational decision making;

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

• promote uncertainty management to improve the quality of decision making;

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

• promote sustainability of operations.

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

importance of methods and procedures.

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,

including:
— globalization and increasing competition;
— growing turbulence in the market;
— growth of capital intensity in some industry sectors;
— aging of asset systems;
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— increased pressure to improve the added value of maintenance;
— increased requirements from the safety and environmental point of view;

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

requirements for managing the dependability of physical assets;

— ‘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

assets”;
— more accurate long-term life cycle decisions;
— integrated investment and maintenance planning;

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

— direction to maintenance strategies and activities;
— improved position for the 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 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

of maintenance (See Figure 1).
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Figure 1 —Links between EN 17485 and other standards
In this document, the following verbal forms are used

— “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;

— “should” indicates a recommendation;
— “may” indicates a permission;
— “can” indicates a possibility or a capability.
The structure of the core chapters of the document follows Figure 2 below.
Figure 2—The structure of the core chapters
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1 Scope

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

a procedural level.

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

contractual use.

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

considered.

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

production lines, production units, plant with several production lines.
2 Normative references

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.

EN 13306, Maintenance - Maintenance terminology
EN 16646, Maintenance - Maintenance within physical asset management
EN 17007, Maintenance process and associated indicators
ISO 55000, Asset management — Overview, principles and terminology
ISO 55001, Asset management — Management systems — Requirements

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

(IEC 60300-3-3)

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

application of methodology and calculation methods
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3 Terms, definitions and abbreviations
3.1 Terms and definitions

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

and the following apply.

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

— ISO Online browsing platform: available at https://www.iso.org/obp
— IEC Electropedia: available at http://www.electropedia.org/
3.1.1
asset portfolio
assets that are within the scope of the asset management system
[SOURCE: ISO 55001:2014]

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

Note 2 to entry: See Annex A.
3.1.2
asset solution
result of concept definition
3.1.3
asset system
set of assets that interact or are interrelated
[SOURCE: ISO 55001:2014]
Note 1 to entry: Assets system consists of several individual assets.

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

systems.
3.1.4
asset, individual asset
item, thing or entity that has potential or actual value to an organization
[SOURCE: ISO 55001:2014]
Note 1 to entry: A machine or device is a typical example of individual assets.
3.1.5
asset specific

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

any other investor

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

there is no other buyer who can get the same value of from it.
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3.1.6
business environment

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

making of the organization
[SOURCE: EN 16646:2014]
3.1.7
commercially constrained

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

price level
3.1.8
competence
ability to apply knowledge and skills to achieve intended results
[SOURCE: ISO 55001:2014]
3.1.9
creation of physical asset

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

commissioning
[SOURCE: EN 16646:2014]
3.1.10
improvement
dependability improvement

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

[SOURCE: EN 13306:2017]

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

3.1.11
inertia, economic

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

barriers to entry
3.1.12
inertia, technological

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

product development costs, time requirements for development process etc
3.1.13
integrity
asset integrity

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

performance and use
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3.1.14
item

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

described and considered

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 2 to entry: An item may consist of hardware, software or both.

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

processing system.
3.1.15
key success factor
attribute required for an organization to ensure the success of an organization
[SOURCE: EN 16646:2014]
3.1.16
lagging indicators
indicate how the organisation has succeeded, in the past
3.1.17
leading indicators

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

asset management
3.1.18
life cycle of a physical asset

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

creation or acquisition, utilization, maintenance, modernization and disposal
[SOURCE: EN 16646:2014]

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

sequential owners during its life cycle.

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

3.1.19
life cycle of an item
series of stages through which an item goes, from its conception to disposal
[SOURCE: EN 13306:2017]
3.1.20
maintenance

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

[SOURCE: EN 13306:2017]
Note 1 to entry: Maintenance is not limited to a maintenance department

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

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3.1.21
minimum efficient scale
any scale that minimizes the average costs of the production unit
3.1.22
modernization

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

advances, to meet new or changed requirements
[SOURCE: EN 13306:2017]
3.1.23
modification

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

functions of a physical asset
[SOURCE: EN 13306:2017]

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 2 to entry: Modification may involve the maintenance organization.

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

the function or amelio
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