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AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 1© 1990 David Sailors
How to Use the Asset
Management Guide
for Small Providers
AASHTO SCOPT/MTAP 2016 Winter Meeting
Atlanta, GA
November 30, 2016
Presented by:
Dr. Christian Roberts, FIAM
Dr. Margaret-Avis Akofio-Sowah
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 2
Today’s Agenda
TAM Guide
TAM Plan Primer
TAM Plan Template
1. Overview of the TAM Guide
2. Highlights of the TAM Plan
Primer (Part I)
3. Walk Through of the Template
(Part II)
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 3
A Supplementary Resource to the 2012 FTA Asset Management Guide
The guide applies the asset management framework to the context of a small provider
NOT a surrogate for FTA’s federal regulations – but incorporates the rules to provide guidance for a baseline, good practice asset
management plan
Small Providers:
• Fewer assets and asset classes
• Fewer resources for asset management
• May be rural, tribal, or urban
• FTA’s Tier II providers
Refer to
page 6
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 4
Two Parts to the TAM Guide for Small Providers
The TAM Plan Primer providesinformation for developing andimplementing a TAM plan, withexamples of effective practices,and answers to frequently askedquestions.
The TAM Plan Template is amenu-driven Excel tool that cansupport the development of a TAMPlan for small providers.
While the Primer can be used as a reference document on its own, the
Template should be used with the guidelines provided in the Primer.
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 5
Highlights of the TAM Plan Primer (Part I)
Section 1: Transit Asset Management 101
Section 2: Introduction
2.1 Who is This Guide Intended For?
2.2 What is a Transit Asset?
2.3 What is Transit Asset Management (TAM)?
2.4 Why Asset Management?
2.5 How Does This Guide Align with MAP-21
Requirements for Small Providers?
Section 3: Transit Asset Management Plans
3.1 Overview of TAM Plan and Structure
3.2 Other TAM Plan Considerations: Reporting,
Updates, and Continual Improvements
Section 4: Frequently Asked Questions
Section 5: Resources
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 6
Federal Requirements can be met using guidance in several sections
Refer to
page 10
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 7
Five Core Elements in a good practice TAM Plan
The purpose of a TAM Plan is to specify the activities (maintenance, overhaul/renewal,
replacement, etc.), resources, and timescales required for a group of assets to achieve
the agency’s service and asset management objectives.
Refer to
pages 12-21
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 8
Performance Targets are set by each agency using the FTA-defined measures
FTA has defined measures for Small Provider asset classes
The TAM Plan Primer provides guidelines for setting targets.
For a plan
developed by a
state department of
transportation for a
group of small
providers, targets
are set for the group
as a whole, rather
than for each
individual provider.
Refer to
pages
13-14
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 9
Walk Through of the TAM Plan Template (Part II)
8 Parts:
• Instructions
• Getting Started
• Introduction
• Asset Portfolio
• Condition Assessment
• Management Approach
• Work Plans & Schedules
• TAM Plan & Appendices
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 10
Instructions help orient the user to the template
Who should use the template?
State DOTs developing plans for subrecipients
Small transit providers developing their own plans
Guidance on how to navigate through the tool
Comprehensive vs compliant plans: provides the option to hide all comprehensive questions
TAB COLOR KEY
Data Entry
Output
Intro/Reference
DATA ENTRY KEY:
Input Cell
Error
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 11
Key Instructions to remember
Title of the page/worksheet
This bar denotes FTA-compliant questions from comprehensive plan questions
Information should only be entered in these yellow boxes
Information in blue boxes
differentiates DOT use of the template from Small Provider
use.
Answer these questions to complete
the template.
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 12
Getting Started information is not included in final output
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 13
The Introduction establishes the context of the TAM Plan
Compliant Comprehensive
Refer to
page 12
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 14
The Asset Portfolio sheet is the primary data entry sheet
Data collected includes:• Characteristics (manufacturer, quantity,
age, etc.);
• Condition (excellent, poor, etc.);
• Historical Data;
• Valuation (replacement cost); and,
• Asset owner
Refer to
page 14
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 15
The Condition Assessment sheet generates a summary of asset condition
Refer to
page 15
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 16
The Management Approach sheet documents strategies, processes, and activities needed over asset lifecycles
Compliant Comprehensive
Refer to
page 18
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 17
The Work Plans and Schedules sheet documents specific activities and projects that will help maintain a state of good repair
Refer to
page 20
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 18
A Complete Template produces output in the form of a draft TAM Plan
Red cells indicate missing information for a compliant plan.
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 19
Frequent Questions on using the template
Can the output be used as a complete TAM Plan?
The tool is not a step-by-step guide on achieving FTA compliance. However, the output produces a draft TAM Plan which will include Federally required parts. This should be reviewed to ensure accuracy and fit for purpose.
What if I already collect data from my subrecipients another way?
The template is a resource that should be used to augment existing processes. Some agencies may find this more useful than others.
What is the benefit of using this to collect information for a group plan?
Information collected would be standardized and based on Federal requirements. The template can provide a useful summary of subrecipientinformation.
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 20
Acknowledgements
Providers:
Clay County Transportation
Ki Bois Area Transit System
Malheur Council on Aging & Community Services
Roaring Fork Transit Authority
Sandusky County Public Transportation: TRIPS (A Division of WSOS Communication Action)
National Industry Groups/Technical Assistance Centers:
National Rural Transit Assistance Program
National Transit Institute
AASHTO SCOPT/MTAP
State Departments of Transportation:
Illinois Department of Transportation
Maryland Department of Transportation
Michigan Department of Transportation
Mississippi Department of Transportation
New Mexico Department of Transportation
Ohio Department of Transportation
Pennsylvania Department of Transportation
Washington Department of Transportation
Wisconsin Department of Transportation
AASHTO SCOPT/MTAP 2016 Winter Meeting | Page 21
Thank You
Dr. Christian Roberts, FIAM
Vice President
Herndon, VA
Dr. Margaret-Avis Akofio-Sowah
Associate Consultant
Washington, D.C.
