Capital asset management tools and templates
Capital asset management tools and templates
We have developed tools and templates to help tertiary education institutions (TEIs) improve their capital asset management (CAM) systems and processes.
We have developed tools and templates to help tertiary education institutions (TEIs) improve their capital asset management (CAM) systems and processes.
Editable tools for planning your capital asset management
We intend TEIs to use these tools as internal planning documents for capital asset management to help your internal operations and reporting.
The tools are editable so you can amend them for your own use. We encourage you to share models of best practice with each other and to work with asset management specialists to develop and improve these tools.
The four planning tools are:
- Service Justification Spreadsheet – an internal planning document to help you record and describe the education service justification for capital investment
- Asset Management Plan – a planning template to help you communicate your asset management planning and purchasing intentions
- Asset Management Standard – a standard developed with asset management experts for reviewing CAM in wānanga and institutes of technology and polytechnics (ITPs)
- Exemplar Improvement Plan – a plan developed by external asset management experts based on the standard above.
Service Justification Spreadsheet (XLS, 135 Kb)
Asset Management Plan (Word, 1 Mb)
Asset Management Standard (PDF, 1 Mb)
Exemplar Improvement Plan (PDF, 1 Mb)
These four tools are open source but the intellectual property belongs to the TEC and should be acknowledged as such.
Our asset management workshops to share sector knowledge
We have run a number of asset management workshops for TEIs since 2012. Selected presentations from these workshops are published below.
Asset Management Workshop – November 2017
Presentation |
Organisation |
|
Agenda (PDF, 109 Kb) |
Tertiary Education Commission |
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MCO Overview (PPT, 1.7Mb) |
Tertiary Education Commission |
|
CAM and CIP Feedback to TEIs (PPT, 6.1Mb) |
Tertiary Education Commission |
|
AM Maturity Target Setting (PPT, 3.9Mb) |
SPM Assets |
|
AM Maturity findings 2015 - 2017 specific to the Tertiary Sector (PPT, 3Mb) |
Audit New Zealand |
|
Impact of new lease standards (PPT, 3Mb) |
Ernst & Young |
|
Te Paetara Raraunga (a cloud based storage system) (PDF, 1.5Mb) |
Te Wānanga o Aotearoa |
|
Student Accommodation Village (faster, light smart build) (PDF, 1.5b) |
Otago Polytechnic |
|
2016 NZBT+ Results (PDF, 1.6Mb) |
Tribal Group |
|
Workshop Evaluation summary & feedback (Word, 351 Kb) |
Tertiary Education Commission |
Asset Management Workshop – Nov 2015
We held this workshop to inform TEIs about the new Cabinet Circular CO(15)5 – Investment Management and Asset Performance in the State Services. The workshop was an opportunity for TEI practitioners to receive new information, engage with peers across the sector and learn from asset management exemplars.
The agenda covered a range of asset management related topics.
|
Investment Approach (PPT, 2.61 Mb) |
Tertiary Education Commission |
|
Capital Intention Plans and CAM assessments (PPT, 2.16 Mb) |
Tertiary Education Commission |
|
Independent CAM reviews (PDF, 1.4 Mb) |
SPM Assets |
|
Investment Management and Asset Performance in the State Services: Update (PPT, 1.9 Mb)
|
The Treasury |
|
Wellington City Council assets (PPT, 8.2 Mb) |
Wellington City Council |
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Crown Asset Transfer and Disposal Policy (PPT, 2.42 Mb) |
Tertiary Education Commission |
|
Heritage assessment of Crown land for disposal/transfer (PDF, 5.1 Mb) |
Heritage New Zealand |
|
NZBT and supporting the sector (PDF, 1.2 Mb) |
Tribal |
Asset Management Workshop – Feb 2013
Presentation |
Organisation |
|
Victoria University of Wellington: Linking organisational strategy to levels of service and asset planning (PDF, 100 Kb) |
Victoria University of Wellington |
|
SPM: Developing Measures of Asset Performance (PDF, 1.48 Mb) |
SPM |
|
Some Feedback from Independent CAM Reviews (PDF, 1.42 Mb) |
|
|
NorthTec: Capital Asset Planning (PDF, 140 Kb) |
NorthTec |
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NZDF: Strategy to Capability (PDF, 1.24 Mb) |
NZDF |
Asset Management Workshop – Feb 2012
|
Presentation |
Organisation |
|
TEC: Capital Asset Management Workshop (PDF, 1.25 Mb) |
TEC |
|
Tertiary Education Capital Asset Management Workshop: Asset Management Assessment Tool (PDF, 2.14 Mb) |
SPM |
|
Auckland Council: Asset Management within the Local Government Sector (PDF, 1.05 Mb) |
Auckland Council |
|
Victoria University of Wellington: Practical Strategic Asset Management Planning (PDF, 705 Kb) |
Victoria University |
|
Asset Management Plans (PDF, 933 Kb) |
|
|
Unitec: Education Service Planning: Service Levels and Demand Planning (PDF, 2.6 Mb) |
Unitec |
|
State-Sector Guidance on Seismic Risk (PDF, 242 Kb) |
TEC |