GB/T 33174-2022Asset management - Management systems - Guidelines for the application of GB/T 33173 (English PDF)

0.1 Overview

This document follows the requirements of GB/T 33173-2016 and provides the management system for asset management (referred to as "asset management system")

application guide.

This document provides explanatory text intended to clarify the requirements specified in GB/T 33173-2016, and provides

Various examples implemented in this document. This document does not provide guidance on managing specific asset types.

This document provides application guidelines for.

a) Personnel involved in the establishment, implementation, operation, maintenance and improvement of the asset management system;

b) those involved in the implementation of asset management activities, including service providers.

GB/T 33172-2016 provides general information on asset management and terms applicable to this document.

0.2 Assets, asset management and asset management system

Assets are resources that have potential or actual value to an organization. Through asset management, organizations can take advantage of

Realize value with assets. The asset management system is used to organize, direct, coordinate and control asset management activities.

Note. Any organization can establish an asset management system, including sole proprietorship companies, corporate bodies, commercial banks, enterprises and institutions, government agencies, joint ventures, charitable/research institutions, etc.

Research institutions or parts or groups of such organizations, whether limited by shares, public or private. For example, an organization could be an asset owner, guardian, or

operator, service provider, affiliate, alliance or joint venture.

The asset management system, asset management and asset portfolio should be coordinated to support the realization of organizational goals and organizational plans.

The formulation of organizational goals is usually part of the planning activities at the strategic level of the organization, and is given in the form of documented information in the organizational plan.

out organizational goals. Organizational objectives constitute an important part of the asset management system environment and are the starting point for establishing asset management objectives.

By understanding the organizational context, an organization can design, implement, and maintain its asset management system, asset management, and assets in alignment with the organization's purpose, purpose, and

The needs and requirements of the standard and related parties are consistent.

The asset management system includes.

a) asset management policy (see 5.2);

b) asset management objectives (see 6.2);

c) Strategic Asset Management Plan (SAMP);

d) asset management plan (see 6.2.2);

e) supportive activities (see Chapter 7);

f) operational planning and control (see Clause 8), including the processes and procedures used to manage assets throughout the life cycle of the asset portfolio;

g) performance evaluation (see Chapter 9);

h) improvement activities (see Clause 10);

i) guidance on how to link with other relevant policies, processes and management systems.

Figure 1 shows the relationship between the key elements of the asset management system and the relationship with the relevant provisions of GB/T 33173-2016.

Note 1.To avoid excessive complexity, only the main connection points are shown.

Note 2.This figure is not intended to repeat the difference between asset management and asset management system, but to show the direction of force through the connection point view.

Figure 1 The relationship between the key elements of the asset management system

0.3 Structure of this document

This document provides guidance for implementing the asset management system requirements specified in GB/T 33173-2016.To this end, this document follows the

GB/T 33173-2016 has a similar structure, order of clauses and sub-clauses (the sub-clauses in Chapter 6 and Chapter 10 are not strictly consistent). This article

The document distinguishes between assets and asset portfolios, asset management and asset management systems where relevant. 2.4.3 of GB/T 33172-2016

The relationship between these three concepts is explained. The asset management system is used to organize, direct, coordinate and control asset management activities so that the organization

and their related parties to realize value from assets. When using GB/T 33173-2016, it is very important to be aware of this relationship.

For example, the organization should distinguish between the monitoring and evaluation of the asset portfolio, asset management and asset management system, and distinguish between the monitoring and evaluation of the continuous improvement process at each level.

Use of different types of monitoring and evaluation results. Accordingly, this document elaborates that organizations should distinguish between assets and asset portfolios, asset management

management and asset management system to ensure that the application of GB/T 33173-2016 helps realize value from asset portfolios.

In addition, this document deals with several topics related to the effective implementation of asset management, but it is not related to the specific provisions of GB/T 33173-2016

Clause (sub-clause) is irrelevant.

Asset management is a collaborative activity in which an organization utilizes assets to realize value (see 3.3.1 of GB/T 33172-2016), although GB/T 33173-

2016 covers all approaches to comprehensive asset management, but some elements are only relevant to a few terms. Given that particular attention should be given to these cross-cutting elements

Consistency, these topics are addressed in the appendices of this document.

In the process of designing, improving asset management system and implementing asset management, the following four paths play an important role.

--- Organizational environment - asset management policy - strategic asset management plan - asset management plan - run a line;

---The series of objectives of "organizational objectives-strategic asset management objectives-strategic management objectives" are usually interpreted as key performance indicators

level;

--- Decision-making criteria and decision-making process;

---Risk management has been realized at all levels from the highest level of the organization to the daily operation department; the risk management framework and asset management system

The planning and improvement of the system are consistent, and the asset management process is consistent with the implementation of asset management.

Having the above four elements at the same time is a major aspect of asset management. In particular, achieving alignment between decision-making and goal-setting is not

easy. It may take several more iterations for these four elements to come together to fully align and mature.

To support the achievement of this overall consistency, Appendix A to Appendix H provide the following information.

a) the basis of asset management - the concept of value (Appendix A);

b) determine the scope of the asset management system (Appendix B);

c) the objectives and structure of the strategic asset management plan (Appendix C);

d) principles for asset management decision-making (Appendix D);

e) Risk management in asset management (Appendix E);

f) the relationship between financial and non-financial functions in asset management (Appendix F);

g) scalability of asset management systems of different organizational sizes and complexities (Appendix G);

h) Information on asset management activities (Appendix H).

0.4 Languages used in this document

The following verb forms are used in this document.

--- "Should" means request;

--- "Should" means suggestion;

--- "May" means permission;

--- "may" means possibility or ability.

Information marked with "notes" is guidance information for understanding or interpreting the relevant text.

Asset Management System

GB/T 33173 Application Guidelines

4.1 Understanding the organization and its environment

4.1.1 General

When establishing or reviewing an asset management system, it is important to ensure that the planning, scope and implementation of the system are consistent with the organization's external and internal environment.

Be consistent.

4.1.2 External environment

Understanding the organization's external environment includes, but is not limited to, consideration of the following factors.

a) social, cultural, political, legal, regulatory, financial, technological, economic, competitive and natural environmental factors, whether international, domestic, regional

or local;

b) identified key drivers and trends that have the potential to affect the organization's objectives;

c) The organization's relationship with external interested parties and the perception and value of external interested parties.

Note. "Related parties" may also be referred to as "stakeholders".