Présentation PowerPoint · B3: Exécution des projets et la mise en service. C3: Exécution de la maintenance A3: Plan Directeur des Réseaux s, s C4 : Analyse résultats de maintenance

ISO 55’001Maturity analysis in a Swiss grid electricity

company

Alain Ruffieux

Summary

Groupe E at a glance

Composition of the electricity price

Evolution of the electricity market

Asset Management by Groupe E

Maturity analysis

Actual situation

Groupe E at a glanceEnergy

Management

Energy DistributionManagement

Sales & MarketingManagement

400’000 residents

3.1 TWhISO 9’001 & 14’001

Born of a merger of 2 companies in 2005

700employees

Groupe E at a glance

Energy Distribution Management

51 high voltage substations

3’691 medium voltage substations

12’246 kilometres of electricity grid

45 million Swiss franc invested in the grid each year

Natural monopoly

Subject to an independent regulatory authority

Return on capital (WACC)

of 3.83% for 2017


Use of grid

«From the power generation system to the customer»

Transportation

Distribution

45%

45%

7%

3%

Energy price

Power generation

Purchase on the market

Taxes and usage fees

Taxes to support green energy generation


45%

45%

7%

3%

Energy price

Power generation

Purchase on the market

Taxes and usage fees

Taxes to support green energy generation

Metering, Administration costs,…33%

33%

33%

Cost of capital (amortization and interest)

Cost of exploitation and maintenance Depend on Asset Management

strategies

Evolution of the electricity market

New legislative environment since 2007

More pressure to operate the grid on an “efficient” way

Coût

Risque

Disponibilité

Optimisation

Coût

Risque

Disponibilité

Costs

Availability

Risks

Coût

Risque

Disponibilité

Optimisation

Coût

Risque

Disponibilité

Costs

Availability

Risks

Optimisation

Asset Management by Groupe E2008 2009 2017

Implementation of IT software (CMMS, Portfolio projects management,…).

Each region managed its

grid Creation of an Asset Management unit

2018

Implementing the recommendations and getting ready

for the certification

2016

ISO 55’001 maturity analysis

& Road map

Start of condition based maintenance and project prioritization based on risks


Asset Management

Grid Construction

Business development

DirectorEnergy Distribution

Management

EngineeringMeteringGrid

Operation

Smart solutions

Asset Manager

Asset OperationManager

Asset Service

Provider

Asset Service

Provider

Asset Owner


Financial objectives

Legislative constraints

Required level of quality

Required level of risks

Ass

et

Ma

na

ge

me

nt

un

it

AssetManager

Gri

d O

pe

rati

on

u

nit

AssetOperationManager

Gri

d C

on

stru

ctio

nu

nit

AssetService

Provider

Investments• Grid Master Plan• Budget• …

Maintenance• Equipment list to

maintain• …

Instructions, directives

Work orders


Load analysis

Reliability analysis

New connectionGrid reinforcement

Classification of each equipment in a “Condition-Importance” graph

Maintenance orRenewal

Maintenance Plan

InvestmentPlan


After nearly 10 years of developing Asset Management, many questions have arisen:

Is the implemented System (structure HR, software, processes,…) in line with the best practices ?

What are the best practices ?

What are the improvement potentials ?

Is the Asset Management in Groupe E efficient ?

Proving the robustness of the approach and promoting Asset Management as key for the Business performance within Groupe E.

Maturity Analysis

Comparing current Asset Management practices with best practices aligning with ISO 55’001.

Identifying existing strength, weaknesses and gaps and building a roadmap for an enhancement program.

Strengthening current practices of Groupe E and ensuring the sustainability of asset performance.

Maturity Analysis

Analysis based on the 7 chapters of the standard

Context Leadership Planning Support Operation

Performance evaluation Improvement

4 levels of maturity

01

23

No consistency with the standard

Under consideration but nothing concrete

Under implementation

In line with the standards

InterviewsWith people involved in Asset Management

Documents analysisProcesses

Instructions

…

Budget0.5 FTE (Groupe E/Oxand) during 12 months

Maturity AnalysisContext of the organization

Leadership

Planning

Support

Operation

Performanceevaluation

Improvement

Maturity Analysis

The major related gaps were essentially to formalize and complete several documents (policy, strategic Asset Management plan,…).

On this basis, an action plan was prepared. The roadmap has identified 2 main areas of improvement: Consolidate the basis

Refine current approach and enhance practices

The average maturity level was evaluated at 2.3/3.

Assert Management practices are considered to be progressing and close to compliance. Compared with other grid managers and other industries, maturity is estimated at a high level.

Maturity Analysis

0

1

2

3

4

4.14.2

4.3

4.4

5.1

5.2

5.3

6.1

6.2.1

6.2.2

7.1

7.2

7.37.47.5

7.6.1

7.6.2

7.6.3

8.1

8.2

8.3

9.1

9.2

9.3

10.1

10.2

10.3

0

1

2

3

4

4.14.2

4.3

4.4

5.1

5.2

5.3

6.1

6.2.1

6.2.2

7.1

7.2

7.37.47.5

7.6.1

7.6.2

7.6.3

8.1

8.2

8.3

9.1

9.2

9.3

10.1

10.2

10.3

0

1

2

3

4

4.14.2

4.3

4.4

5.1

5.2

5.3

6.1

6.2.1

6.2.2

7.1

7.2

7.37.47.5

7.6.1

7.6.2

7.6.3

8.1

8.2

8.3

9.1

9.2

9.3

10.1

10.2

10.3

0

3

2

1

Step 1 : Consolidate

Step 2 : Refine the approach and Enhance

Formalize the Asset Management policy

Formalize the Asset Management plan

Adapt and structure the processes

Adapt the board meeting

Organize dedicated audits

Formalize the data management policy

Train the concerned co-workers

Formalize the risks management policy

Actual situation

A: GestionStratégique des

actifs

B: Gérer les projets de réseauC: Exploiter le réseau

B3: Exécution des projets et la mise en

service.

C3: Exécution de la maintenance

A3: Plan Directeur des Réseaux

Do

nn

ées

des

act

ifs,

fin

anci

ères

et

pro

cess

us

C4: Analyse résultats de maintenance

B1: Gestion des données, Gestion de

risque, budget CAPEX & planning

B2: Préparation des projets & confier les

mandats

B4: Mettre à jour les bases de données

A2: Plan stratégique & révision gestion de

risque

A4: Reporting & Suivi performance

A1: Exigences des parties prenantes

C2: Création des mandats (incl GMAO)

C1: Gestion des données, Gestion de

risque, budget OPEX & planning

D: SUPPORTGestion Opérationnelle: SQE, Service d’achat, Ressources Humaines, Risques, Technologie Informatique

Parties prenantes

Exploitation (DEEX)

Gestion d’infrastructure (DEGI)

Construction (DECO)

Directives & Normes

Niveau stratégique

Niveauopérationnel

Support

Directives & Normes

Flux d’information

Direction Finances

Actual situation

By the end of 2017, Groupe E will be compliant to ISO 55’001 and will be ready for certification.

Currently, discussions are underway to analyze the added value of a formalized certification and eventually to schedule the start of it.

This maturity analysis was essential to improve Asset Management by Groupe E !

Thank you for your attention !

Alain Ruffieux

Head of Asset Management

Energy Distribution Management

Groupe E SA, Switzerland

[email protected]