General Asset and Fleet Management- for excellent service delivery

Reason of attending:

• Recognise the challenges associated with providing asset systems
• Understand strategic asset management processes
• Recognize asset management productive life cycle
• Evaluate the alternative approaches to asset management
• Understand the purpose and key parts of an asset management plan
• Assess and manage the risks associated with operating aging and/or degrading assets
• Adopt and manage the integration of new technology assets into their operational environments

Who should attend

• Managers and Directors
• Asset liaison officers
• Asset maintenance Officers
• Fleet Managers
• Finance Officers
• Junior and Middle Managers
• Purchasing Officers
• Supply chain managers
• Procurement Personnel
• Transport Managers

Benefit of attending the training (for the delegates)

• A greater understating of general asset and fleet management
• Improved communication with colleagues as a result of improved confidence in the subject
• The course provides underpinning knowledge for asset and fleet management

Benefit of attending the training (for the employer)

• Competent employees, better able to manage general asset and fleet management
• Better documentation of records and risk assessment

How is the training course delivered?
Theory is delivered in the classroom but there is emphasis on hands on practical training

Course Content

General Asset Management

Introduction to Basic Asset Management

• Assets and Categories of Asset
• Asset Management
• Asset Recording
• Asset Maintenance

Legislative Framework and Policies

• Public Finance Management Act
• Municipal Finance Management Act
• Treasury Regulations
• Guidelines Asset Management (National Treasury)

Strategic Asset Management

• Funding and Budgeting
• The Processes, Inputs, Outputs and Overlays
• The Asset Management Plan

Asset Acquisition

• Acquisition Methods
• The very critical differences
• Acquisition Risk Management

The Asset Productive Lifetime

• Maintaining an Asset Register
• Operation and Maintenance of Assets
• Asset Additions
• Transferring of Assets
• Asset Depreciation
• Asset Safety in and out of the organisation Premises
• Asset Life time Risk Management

Disposal and Writing-off Assets

• Asset Evaluation
• “Special” – Asset Disposal procedures and Policies
• Disposal and the various Disposal Methods
• Writing-off of Assets
• Asset Disposal Risk Management

Basic Asset Control

• Involved Departments
• Involved Persons
• Departmental and Inter-departmental Communication
• Asset Reporting

The General Asset Management Plan

• The Purpose of the Asset Management Plan
• Asset Management Planning Concepts
• Key Parts of the Asset Management Plan
Compiling an Asset Management Plan
• Embracing New Technologies

Transport & Fleet Management

• Introduction to Transport & Fleet Management
• An Overview of Transport and Fleet Management
• Role-Players and their Responsibilities, i.e. Accounting Officer (Head of the Department)

Transport and Fleet Management Based on Asset Management Practices

• Fleets as movable assets
• Objectives of good Fleet management
• Requirement for Fleet management
• Fleet management processes
• Safe-guarding of vehicle (assets)
• Fleet variation/audits
• Damages and losses
• Disposal of Vehicles

Entity Owned Transport

• General rules relating to the usage of entity owned transport
• Indemnity clauses applicable to all users
• Record-keeping of official transport
• Parking of entity owned vehicles
• Insurance
• Accident procedure
• Fuel card control
• Repairs and replacement of tyres and spare parts

Outsourcing of Entity Transport

• Reasons for outsourcing
• Benefits for outsourcing
• Aspects to be addressed in outsourcing contract
• Control over outsourced transport

Managing Fleet and Transport Function

• Establish and maintain policies to govern use of vehicles
• Establish and maintain policies procedures for the use of vehicles
• Provide systems to keep records of Fleet and Transport management activities
• Establish an organizational structure within which transport and fleet management function can operate
• Provisioning of human resource capacity and skills to manage the transport and fleet management function
• Management of accounts
• Electronic importing and exporting of tax invoices
• Fuel management

General Management of vehicles and equipment

• Driver training
• Training on basic maintenance of vehicles
• Training to improve driving skills
• Procedures to follow when involved in accidents

Loss control in Transport and Fleet Management

• Preventing fraud and corruption in transport and fleet management
• Preventing the abuse of fleet vehicles
• Preventing damages to fleet vehicles
• Preventing losses caused by theft and criminal activities, negligence of officials
• Dealing with losses as a result of major circumstances

Risk Management and Internal Controls to Enhance Loss Control

• Risk identification and control
• Importance of risk for decision-makers and management
• Risk management and components
• Risk management components
• Risk management process
• Internal control and the Internal control process
• Elements of the control environment
• Types of internal control
• Factors influencing the control process

Link between internal control and risk management

Transport and Fleet Management Performance

• Assessing the state of transport and fleet management
• Determining an institution’s ability to improve Transport and Fleet Management
• Establishing measures to determine the economy, efficiency and effectiveness of Transport and Fleet Management
• Components of performance management
• Value-for-money chain
• Key Performance indicators

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