Certified Senior Asset Manager (CSAM) Designation

Background and objectives

In November 2016 the South African Qualifications Authority (SAQA) approved SAAMA’s application to register a professional designation – “Certified Senior Asset Manager” (CSAM) – in terms of the national qualifications framework.

This was as a result of an initiative pursued in SA by SAAMA in parallel with other similar bodies internationally to establish appropriate professional designations for the asset management industry. The collaboration emanated from the joint work that had been done with leaders in AM from countries across the globe linked to the preparation of the international standard (ISO55001) on management system requirements for Asset Management. Leveraging collective global experience, the standard set out principles to be adopted by asset-intensive organisations to most effectively and efficiently manage assets. It was adopted as a South African National Standard in 2015.

The formalisation of AM designations aims to recognise the essential role that PEOPLE perform in ensuring that any such management system is appropriate to the operating environment and objectives of the organisation, enabling it to deliver. This applies to the public sector – providing basic services that support social well-being and facilitate economic growth; as well as the private sector – enhancing business performance and maximising job opportunities.

Importantly, this initiative of SAAMA presents an opportunity to:

  • Raise the profile (and, in so doing, the motivation) of people responsible for the performance of infrastructure (that so often is a key mechanism to achieving an organisation’s objectives); and
  • Provide a cross-sectoral and multi-layered career structure in which young people can enter and confidently grow according to their capabilities; and in which domain-specialists can be equipped to better achieve asset-based overall organisational objectives.

Indeed, successful delivery is the result of effective integration of the contributions of the various members of the AM team, each applying their specific competencies, aware of, and understanding, the impact of their contribution to the whole.

SAQA requirements

SAAMA proposed a hierarchy of asset management designations (along the lines of ones adopted in Australia), as follows:

  • CFAM – Certified Fellow in Asset Management
  • CSAM – Certified Senior Practitioner in Asset Management
  • CPAM – Certified Practitioner in AM
  • CAAM – Certified Associate Asset Manager

SAQA gazetted and first approved the CSAM designation (only), stating the following requirements:

  • Member of SAAMA
  • Bachelor’s in engineering (or equivalent international qualification as evaluated by SAQA) – or in another primary background (at discretion of SAAMA *see below)
  • Minimum set of theoretical short courses at approved training providers
  • Portfolio of evidence of 8 years (min) relevant experience in the field of AM (with references)
  • Specified SAAMA examination as final evaluation
  • Commit to Code of Conduct
  • Maintain minimum 15 CPD points every 3 years (with portfolio of evidence)
  • In line with the above, SAAMA must adopt an RPL policy and designation progression pathway

Interpretation

SAAMA established a Working Group to determine suitable requirements for qualifications and experience that would support award of designations to people with appropriate competencies. Whilst the requirements are potentially complex, given the potential wide range of applications, the Working Group considered it necessary to identify a simple framework captures the core principles, and to test that they are robust (and understandable) by applying these to various potential real-world applications.  The following is a high-level summary of the general responsibilities that were determined:

CFAM – providing strategic leadership in the field of AM

CSAM – management of integrated AM outcomes of a significant portfolio

CPAM – management of a specific domain of AM

CAAM – implementation of specific operational processes within a domain of AM

It was recognised that in any given organisation, these roles could be performed by a wide range of people, for example, by engineers, accountants, corporate planners, spatial planners, project managers, operations and maintenance managers, or change managers. In examining this, it was noted that the key differentiator to achieving the AM-related designations, in addition to the baseline competency, is the fundamental awareness and understanding (at varying levels of depth, depending on the designation) of the impact of their core role, and those of others in the team, in collectively achieving the organisational objectives. In short, the fit in the AM Team.

Given the reality of the diversity of disciplines engaged in any given AM Team across different asset management organisations, in various industries, the SAAMA Council adopted (the Working Group recommendation) that “other primary backgrounds” in terms of SAQA qualification requirements will be construed as follows:

* Baseline degree at minimum NQF 7 in a field within the ambit of asset management (including architecture, quantity surveying, town planning, accounting, business management) supplemented with accredited short courses at NQF 7 addressing broad-based physical asset management.

The above reference to “broad-based” refers to the wide scope of AM, as portrayed in GFMAM’s AM landscape document, as applicable to the specific (industry / sector application). As the qualifications framework matures, and recognised courses in broad-based physical AM are availed at the various NQF levels (following school through to degree level and beyond), people will be able to enter the designation framework directly at the appropriate level and progress their careers as applicable (both horizontally and vertically).

Designations framework

The Working Group prepared a general framework of key asset management positions to illustrate roles considered typical of many asset-intensive organisations, large and small.

 

 

 

 

 

 

 

 

Typically, such organisations would have domain-specific teams led by a manager competent in that field. They would inform organisation-wide policies, strategies, and plans with respect to that domain (and who may in turn determine and adopt aligned domain-specific policies, strategies and plans). In small organisations, these may not be teams, but individuals, and indeed domains could be combined in different ways. In the figure, this role is depicted as the CPAM – the “Certified Practitioner in Asset Management”.  And members of the CPAM’s team are depicted as CAAMs “Certified Associate Asset Managers”. A CPAM could, for example, be in charge of a team responsible for project management, asset accounting, or maintenance management.

Importantly, the contributions of the respective CPAMs need to be effectively integrated, covering the whole ambit of AM (as contemplated in the ISO) …..and this is the role of the CSAM – “Certified Senior Practitioner in Asset Management”. It is not a requirement that the CSAM role is performed by a person who is an expert in all domains, but rather by a person who has insight and clearly understands the essence of the contribution of each domain to overall performance. The CSAM takes professional responsibility for the overall management system (for the organisation’s entire portfolio. Or, in very large organisations, at least a significant part of it).

The CFAM “Certified Fellow in Asset Management” does not necessarily reflect an operational or management role per se, but is rather recognition, by the industry, of strategic leadership contributions in the field of AM – new applications or development of the AM body of knowledge, or in its application in complex operational environments.

Using this general framework, the requirements (for example qualifications, and type of experience) for each of the designation levels were determined by the Working Group. Initially as context for the first approved designation (CSAM), but importantly to also ensure that there is a robust and understandable architecture of the hierarchy to pave the way to move forward with the other designations (once approved by SAQA).

Click here to view a summary of requirements of all designations.

There may be refinements or changes to the framework going forward. However, SAAMA considers it important to move forward, and to rather refine progressively than delay the process. Comments on the hierarchy, the requirements, or the process are welcomed in the spirit of ongoing improvement.

Members who are interested in joining the Designations Working Group (potentially for expansion of the designations) are encouraged to contact SAAMA. Furthermore, members who hold a SAAMA AM designation are encouraged to volunteer to be assessors (of designation applications).

CSAM application process

The application process is a 2-stage process consisting of an initial screening by SAAMA and confirmation of any additional supporting evidence requirements, and a possible interview. The candidate then submits final application information based on the feedback received, as applicable. The application is reviewed independently by two assessors from a panel appointed by SAAMA with a third independent review if the initial panel does not have consensus on the outcome. A recommendation is made to the SAAMA council for consideration of awarding the application the CSAM designation, following which applicants are advised

If unsuccessful, applicants may appeal, in which case an Appeal Fee of R 2000 will be applicable. This appeal is also process-based and handled by an Appeals Committee appointed by the SAAMA Council. Their decision is final.

CSAM designation applications

Click here to access the online application form.

SAAMA Certified CSAM Practioners

Helder Morais Sarment Belmonte

Cell phone number: +27 78 747 6804

Email Address: Hal.Belmonte@aurecongroup.com

Company name: Aurecon

Registration number: CSAM1806003

Date of registration: 01 June 2018

Expiry date :31 May 2021

Hal is a materials specialist that has developed his expertise in infrastructure asset management. Recently he has been working in the municipal sector, compiling asset registers and infrastructure asset management plans (covering all the key sectors: water, sanitation, roads, storm-water, electricity, solid waste, buildings and municipal facilities) and comprehensive municipal infrastructure plans.  He has been involved in many multi-disciplinary projects and has acted as project manager and project leader on several key projects for Aurecon.

Hal obtained a Doctor of Philosophy in Engineering from the University of Surrey, United Kingdom, in 2002.  He is a registered member of the Institute of Materials, Minerals and Mining (IOM3) in the UK and a registered Chartered Engineer with the Engineering Council (UK).  He is also a registered chartered scientist with the Science Council (UK), a member of the Southern African Asset Management Association (SAAMA) and a certified asset management assessor (CAMA) with the World Partners in asset management.

Francois Jean Joubert

Cell phone number: + 27 82 585 2572
Email Address: Francois.j.joubert@aurecongroup.com
Landline number: +27 21 526 9400
Company name: Aurecon
Registration number: CSAM1806002
Date of registration (initial grant date): 1 June 2018
Expiry date :31 May 2021

Francois is an experienced Asset Manager who has supported asset owners with strategic advice and support over many years. He is a Certified Asset Management Assessor with the World Partners in Asset Management. He is also a Councilor of the Southern African Asset Management Association.
Francois is Aurecon’s Asset Management Service Leader in Africa. He is experienced in all aspects of physical asset management including asset assessments and valuations; asset management planning and portfolio optimisation; asset care, operations; as well as implementing asset management enablers such as gap assessments and bench-marking, training and capacity building, processes and workflow development, organisational design, use of technology and systems integration.

Loganathan Reddy

Cell phone number: +27 82 770 8279
Email Address: Logan.Reddy@eskom.co.za
Landline number: +27 11 800 5178
Company name: Eskom Holdings SOC Ltd
Registration number: CSAM1806001
Date of registration (initial grant date): 1 June 2018
Expiry date :31 May 2021

Logan Reddy is a Professional Engineer responsible for Life Cycle Planning for generating plant in Eskom and a SAAMA Council Member since August 2017. Logan has been closely involved in plant engineering and later physical asset management processes on power stations for more than 20 years. Logan is driven by the goal of seeing asset management being practiced as a ‘business-as-usual’ capability amongst large asset owners. Having been privileged to engage with a broad group of pioneers and thought leaders on the subject of asset management both internal and external to Eskom, has led to Logan participating in the local mirror committee that developed the ISO 55000 standard. In his role at Eskom, Logan has been part of a team that advises on maintenance process improvement and continues to work to entrenching effective life cycle management strategies for the power generation fleet. Logan believes that disciplined and practical application of asset management is a vital contributor to realize growth in the energy sector and the broader Southern African region.

Logan lives in Pretoria with his wife and 2 children and puts a lot of energy into trying to talk less and instead listening more.

Louis Boshoff

Full name and Surname:               Louis Boshoff

Cell phone number:                        082 788 9132

Email Address:                                  louis@iatconsulting.co.za

Landline number:                            012-001-0500

Company name:  i @ Consulting (Pty) Ltd

Louis is the managing director of i @ Consulting, the leading asset management consultancy in the public sector.  He is a Certified Senior Practitioner in Asset Management, a Certified Asset Management Assessor and a Certified Maintenance and Reliability Professional.  Louis has won local and international awards for his contributions to the practice of infrastructure asset management.  He is widely considered to be the foremost public sector infrastructure asset management specialist in South Africa.  He was the main author of the CoGTA Local Government Infrastructure Asset Management Guidelines, he authored the National Immovable Asset Maintenance Management Standard, edited the National Immovable Asset Maintenance Management Planning Guidelines and is a contributing author of the International Infrastructure Management Manual.   He is the project manager and lead developer of the Cities Infrastructure Delivery and Management System (CIDMS), for the National Treasury.  The CIDMS is a fully SANS 55001 compliant system for cities that has been peer reviewed through the World Bank and considered to be representative of global best practice.  For this, Louis received the SAAMA 2018 Project Award.   He regularly serves as asset management policy advisor to National Government and entities such as the World Bank and the Financial and Fiscal Commission.

Thomas Kilian

Full name and Surname:               Thomas Kilian

Cell phone number:                        083 459 7035

Email Address:                                  thomas@iatconsulting.co.za

Landline number:                            012 001 0500

Company name:  I@Consulting (Pty) Ltd

Thomas is a Principal with i @ Consulting (Pty) Ltd, based on a career spanning 32 years with professional experience in asset management, project & program management and civil & agricultural engineering.  A Certified Senior Practitioner in Asset Management, Certified Asset Management Assessor, Professional Engineering Technologist, Professional Construction Project Manager, Project Management Professional and Certified Management Consultant with a four-year MBA degree.  Experienced in asset management from implementing projects for metropolitans, local municipalities and government departments, spanning civil engineering and real estate portfolios, a recognised sector leader for most.  Engineering manager on the establishment and maintenance of asset registers and project manager for some of the larger ones whilst coordinating and leading multi-disciplinary teams.  His asset management experience includes demand analysis, strategic planning, asset valuation & costing, risk profiling & analysis, the preparation of iAMP’s and uAMP’s, lifecycle delivery, development of municipal O&M plans and maintenance plans for buildings.  He planned and implemented civil / agricultural infrastructure through identification, feasibility studies, planning, design, tender & procure, construction supervision and contract management.  Prepared a Sanitation Training Manual for municipal officials.  He also provided training & mentoring to candidates for registration with ECSA and developed training material for experiential training – he also led the National Skills Fund training management project to further develop skills in Water Services Authorities (WSA’s).