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Comprehensive Toolkit for Infrastructure Delivery and Portfolio Management in Service Provision

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40 diapositives · 555 Views · Sep 21, 2014

The "Infrastructure Delivery Management Toolkit: 2010 Edition" offers a structured approach to effective portfolio management in infrastructure services, emphasizing sustainability and economic efficiency. It underscores the importance of adopting best practices in managing resources and implementing rigorous governance protocols. This toolkit outlines key processes, including infrastructure planning, project implementation, and operations management, aligning budget cycles with infrastructure needs to maximize investment value and mitigate risks while ensuring compliance with statutory requirements.

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  1. development through partnership Infrastructure Delivery Management Toolkit: 2010 Edition Delivery Process 1: Portfolio Management

  2. Overview of Portfolio Management • “Infrastructure networks, ... represent a vast investment, made over many generations ... that support the fabric of modern living in our communities. It is important that we employ the very best management skills and practices to ensure that related services are delivered economically and sustainably.” (IIMM Ver 3 2006)

  3. Overview of Portfolio Management • “Portfolio Management is concerned with doing the right work” (Standard for Portfolio Management 2006 - PMI)

  4. TheIDMS DP1: Portfolio Management Prov Infr Strat DP1-1 Infrastructure Planning DP1-2 Programme Management Develop U-AMP (including prioritised MTEF works list) Develop C-AMP (including work plans) Dev Proc Strat Develop/review IPMP Manage Implementation G1(a) G1(b) G2 PC1 PF1.3 PF1.4 PF2.1 PF2.2 PF2.3 PF3 PF4 PF5 DP2: Project Management DP2-1 Planning (Develop IPIP) DP2-3 Works DP2-4 Close Out DP2-2 Design Package prep Package definition Works planning Design developt. MFC Info Con/Del works Handovr works Project Close Out Update Asset Register G4 G5 G6(a) G6(b) G7 G8 G3 PC2 PC3 PC4a PC5 PC4b T1 T2 PF1.3 PF1.4 PF2.1 PF2.2 PF2.3 PF3 PF4 PF5 DP3: Operations & Maintenance DP3-1 Recognise & accept assets DP3-2 Mobilisation for Facilities Mgt DP3-3 Operations DP3-5 Demobilise Facilities Mgt DP3-4 Maintenance G8 PF1.3 PF1.4 PF2.1 PF2.2 PF2.3 PF3 PF4 PF5

  5. Portfolio Management

  6. User and Custodian Portfolio Management Outputs

  7. MTEF Budget and Plans MTEF Window Strategic Plan Prioritise Infrastructure Plan Infrastructure Programme Management Plan (IPMP) Long Term Budget Asset Management Plan Construction Procurement Strategy MTEF Infrastructure Budget Org & Support Plan MTEF Org & Support Budget DP2: Project Implementation DP3: O&M Annual Performance Plan Programme Management Plans (Scope, Time, Cost, Quality, Risk, etc)

  8. Benefits of Portfolio Management • Good Governance • Reliable Levels of Service • Best Value for Investment • Improved Risk Management • Legislative Compliance • Consistent Reporting • Improvements planned and monitored

  9. Statutory Requirements for Portfolio Management (1) • PFMA Section 38 (1): • “ .. evaluating all major capital projects ..” • “..effective, efficient, economical and transparent use of resources..” • “.. safeguarding and maintenance ..” • Chapter 5 of Regulations: • Prepare and submit a strategic plan and APP for MTEF period annually

  10. Statutory Requirements for Portfolio Management (2) • GIAMA: • U-AMP: • Reviewed, submitted annually • Strategic needs assessment • C-AMP • Reviewed, submitted annually • Life cycle management plan for assets • OHS: Operations and Maintenance requirements

  11. Standards and Guidelines • International Infrastructure Management Manual (IIMM) • Standard for Portfolio Management (PMI) • Standard for Programme Management (PMI) • Guides for Asset Management Plans

  12. Key Risks faced by Portfolio Management (1) • Infrastructure Planning: • Adequate infrastructure • Quality • LCC too high • Industry capacity declines • Insufficient operating capacity

  13. Key Risks faced by Portfolio Management (2) • Programme Management: • Poorly define benefits • Poorly resources PMO • Lack of effective management action

  14. Estimating & Budgeting (1) • Provide resources: • Capital: • Acquisition • Rehabilitation • Disposal • Current: • Routine maintenance • Staff, systems • Based on LCC • Progressive elaboration of estimates

  15. Estimating & Budgeting (2)

  16. Estimate for new infrastructure asset

  17. Budget build up

  18. “Programme View” of Budget

  19. Prioritisation • Demand for work exceeds available resources • Re-schedule work • Apply robust criteria • Document prioritisation decisions

  20. Alignment of Budget and Infrastructure Cycles (1) • Characterised by expenditure spike • Resulting in: • Roll over of funds • Over expenditure • Value not achieved • Incorrect services procured • Cabinet approved framework (2007) • Allows for due process to take place

  21. Alignment of Budget and Infrastructure Cycles (2)

  22. Alignment of Budget and Infrastructure Cycles (3)

  23. Alignment of Budget and Infrastructure Cycles (4)

  24. Life Cycle Costing (LCC) (1) • All costs (estimated & actual) over the life cycle of an asset are taken into consideration in order to make future decisions about the asset. • Includes: • capital e.g. initial acquisition cost and future upgrades, • rehabilitations • operations and maintenance

  25. Life Cycle Costing (LCC) (2) • Define objectives for asset and life cycle assumptions and parameters; • Establish alternative solutions; • Cost life cycle elements; • Conduct analysis – NPV, IRR, sensitivity, risk to service delivery, bench marks, value for money; • Review outcomes and select viable option.

  26. Life Cycle Costing (LCC) (3)

  27. Life Cycle Costing (LCC) (4) • Acquisition • Research and development • Non-recurring investment • Recurring investment • Sustaining costs • Scheduled and unscheduled maintenance • Facility usage • Disposal

  28. Components of Portfolio Management

  29. Infrastructure Planning (1) • User: • U-AMP (G1a) • Consider service delivery mandate • Infrastructure required • Life cycle costs • Collaboration with custodian • Custodian: • C-AMP (G1b) • Work plans – life cycle for each asset • Collaboration with users

  30. Infrastructure Planning (2) (U-AMP)

  31. Infrastructure Planning (3) (U-AMP)

  32. Infrastructure Planning (4) (C-AMP)

  33. Infrastructure Planning (5) (C-AMP)

  34. Programme Management (1) • “a group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually”. • Management of programme objective • Shared resources • Common reporting • PMO (could use PSP – PC1) • G2: Construction Procurement Strategy • IPMP

  35. Programme Management (2)

  36. Programme Management (3) CPS

  37. Conclusion • Portfolio Management is a continuous process • Reports are snap shots at specific times • Collaboration with custodian - develop • Document work – institutionalisation, transfer lessons learned

  38. Thank you