FACILITY AND SITE CONDITION ASSESSMENT

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FACILITY AND SITE CONDITION ASSESSMENT

• Richard D. Carrithers, Jr.
• Steve A. Orsargos, CFM
• April 24th, 2006

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DTE / MichCon Service Areas
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Scope of Custodial Responsibility

• Customer Service
• Call Centers
• Credit Centers
• Distribution Operations
• Service Centers
• Regional Centers
• Energy Gas
• Service Centers
• Nuclear Operations
• Outside protected area
• Corporate Headquarters
• Administrative Offices
• Warehouses
• Computing/Data Centers

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Where is Facility Operations Today?

• The Firefighter
• Reactive
• Little Structure, limited process
• No Formal Planning Scheduling
• Process Performance Measures under-utilized
• Questionable PM, un-engineered PM program
• Limited Condition Directed Activities
• Lack Budget Justification
• Lack Work Justification
• Inadequate Information for Capital Business Case
• Limited Standardization No SWI
• Limited data Are we doing the right work, at
  the right time for the right price?

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Facility/Site Impacts

• Equipment breakdown maintenance
• Deterioration of facilities infrastructure
• Bow wave effect (backlog keeps growing)
• Deteriorating customer satisfaction
• OM spending is increasing due to capital
  spending constraints (budget over-run)
• Insufficient resources to pursue substantial
  process improvements (working the edges)

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Site Assessment Characteristics

• Subjective (at best)
• Based on the classic 2x2 matrix
• Vertical axis Environmental, Health Safety
  (EHS), Compliance Code
• Horizontal axis functionality, appearance
• Four color scheme red, blue, yellow, green
• Workshop session
• Scope of sites assessed based on custodial budgets

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Site Assessment Results

• List of facilities based on four color scheme
• Site assessment matrix
• Vertical axis comments (EHS, Compliance Code)
• Horizontal axis comments (functionality,
  appearance)
• Disposition

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Site Assessment Matrix
Site Matrix
Yellow Poor Appearance Good Code Compliance
Green Good Appearance Good Code Compliance
Red Poor Appearance Poor Code Compliance
Blue Good Appearance Poor Code Compliance
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Triggered by a request to determine the cost
required to bring all red, blue, and yellow
facilities to a green status in a time frame that
will support a request for budget funding in 2004
for 2005. Also receive tenant input and support.
FORMIDABLE
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Facility Site Condition Assessment
Characteristics

• Utilize existing staff (contracting option not
  affordable)
• Consistent approach - training
• Comprehensive/uniform/efficient check list
• Accelerated schedule to meet budget submission
• Digital data base to capture information and make
  it useful
• Sufficient level of detail to estimate cost
• Cost estimates (capital, one-time OM, ongoing
  OM)
• Tenant input required (support)
• Site Assessment (subjective) established scope of
  work
• Achieve a consistent level of maintenance across
  like-facilities

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DTE Energy Site Analysis
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Facility and Site Condition Assessment Proposed
Checklist
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Approach/Process/Methodology

• Facility and Site Condition Assessment workshop
  training session
• Facility supervisors
• Facility assistants
• Establish checklist within Tririga/Facility
  Center
• Establish grade definitions
• Establish assessment definitions
• Generate inspection forms from Tririga/Facility
  Center
• Establish a schedule (milestones)
• Conduct inspections
• Secure tenant input

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Approach/Process/Methodology - Cont.

• Inspection and cost estimate review sessions
• Facility Operations
• Facilities Design Construction
• Corporate Security
• Inspection data and images are input into
  Tririga/Facility Center
• Analyze cost data for budget submission

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Site Condition AssessmentGrade Definitions
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Site Condition Assessment Audit Definitions
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Inspection Form
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Inspection Form Continued
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Inspection Form Continued
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Inspection Forms Continued
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Inspection Forms - Continued
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Inspection Forms - Continued
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Objectives of AssetManagement Program

• Achieve the appropriate balance of Preventative
  Maintenance and Condition Directed Maintenance
  activities with Corrective Maintenance
• Reduce critical equipment failure rates to
  achieve high reliability as low as economically
  feasible, considering the net total cost to DTE
• Achieve a high utilization of limited resources
  by planning and optimizing the scheduling of work
  activities
• Develop retain a committed and disciplined
  workforce necessary to meet the Core Operating
  and Maintenance Function.
• Be proactive in our operating and maintenance
  approach. Critical failures will be analyzed,
  tracked, and predicted and maintenance tasks
  will be executed so that equipment performance
  and condition effectively support a safe and
  reliable facility
• Develop best practices for implementation, and
  continuously review them for how they can be
  improved

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What is the future state for Facility Operations?

• Best Practice Competitor
• Highly Planned less Reactive
• Work Week Mgmt / Planning Scheduling
• Maintenance Effectiveness Metrics
• System / Component Cost Tracking
• High compliance to engineered PM Basis
• Effective CMMS
• Highly Competitive
• OM and Capital Budgets tracked against assets
• Able to identify problem equipment and correct
  promptly
• Standardized with SWIs
• Know we are doing the right work, at the right
  time , for the right price !

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Questions