SIST 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 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
Standards Content (Sample)
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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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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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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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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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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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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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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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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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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