Asset Management Resources 

In partnership with Asset Management Ontario, the Asset Management Resources webpage is a central source for important documents, videos, and policies related to asset management. Based on the 12 sections of MFOA's asset management Self-Assessment Tool (SAT), the resources on this page have been carefully selected to suit your municipality's asset management needs. 

  How to Use
To the right of your screen are all the documents available on our Resource page. Each resource includes a date of publication, author information, and a brief description. Click on the title to access the document.
To filter the resources, select items on the left by checking off characteristics of the resource you are looking for. The results of your search will appear on the right.
Cat I DL1L2L3LxN1N2N3Nx
11111.1.1Subject AreaMFOA Self-Assessment Tool ChaptersIntroductionSubject Area - MFOA Self-Assessment Tool Chapters - Introduction
21121.1.2Subject AreaMFOA Self-Assessment Tool ChaptersPoliciesSubject Area - MFOA Self-Assessment Tool Chapters - Policies
31131.1.3Subject AreaMFOA Self-Assessment Tool ChaptersState of Local InfrastructureSubject Area - MFOA Self-Assessment Tool Chapters - State of Local Infrastructure
41141.1.4Subject AreaMFOA Self-Assessment Tool ChaptersLevels of ServiceSubject Area - MFOA Self-Assessment Tool Chapters - Levels of Service
51151.1.5Subject AreaMFOA Self-Assessment Tool ChaptersLifecycle Management StrategySubject Area - MFOA Self-Assessment Tool Chapters - Lifecycle Management Strategy
61161.1.6Subject AreaMFOA Self-Assessment Tool ChaptersFinancing StrategySubject Area - MFOA Self-Assessment Tool Chapters - Financing Strategy
71171.1.7Subject AreaMFOA Self-Assessment Tool ChaptersMaking AM OperationalSubject Area - MFOA Self-Assessment Tool Chapters - Making AM Operational
81181.1.8Subject AreaMFOA Self-Assessment Tool ChaptersUpdates and ImprovementsSubject Area - MFOA Self-Assessment Tool Chapters - Updates and Improvements
91191.1.9Subject AreaMFOA Self-Assessment Tool ChaptersToolsSubject Area - MFOA Self-Assessment Tool Chapters - Tools
1011101.1.10Subject AreaMFOA Self-Assessment Tool ChaptersInternal GovernanceSubject Area - MFOA Self-Assessment Tool Chapters - Internal Governance
1111111.1.11Subject AreaMFOA Self-Assessment Tool ChaptersCouncil Approval and SupportSubject Area - MFOA Self-Assessment Tool Chapters - Council Approval and Support
1211121.1.12Subject AreaMFOA Self-Assessment Tool ChaptersPublic EngagementSubject Area - MFOA Self-Assessment Tool Chapters - Public Engagement
131211.2.1Subject AreaIAM SubjectsOrganization and PeopleSubject Area - IAM Subjects - Organization and People
141221.2.2Subject AreaIAM SubjectsStrategy and PlanningSubject Area - IAM Subjects - Strategy and Planning
151231.2.3Subject AreaIAM SubjectsAM Decision MakingSubject Area - IAM Subjects - AM Decision Making
161241.2.4Subject AreaIAM SubjectsLifecycle DeliverySubject Area - IAM Subjects - Lifecycle Delivery
171251.2.5Subject AreaIAM SubjectsRisk and ReviewSubject Area - IAM Subjects - Risk and Review
181261.2.6Subject AreaIAM SubjectsAsset InformationSubject Area - IAM Subjects - Asset Information
191311.3.1Subject AreaDocument TypeTheory and FrameworksSubject Area - Document Type - Theory and Frameworks
201321.3.2Subject AreaDocument Type Case Studies Subject Area - Document Type - Case Studies
211331.3.3Subject AreaDocument TypeSamples and ExamplesSubject Area - Document Type - Samples and Examples
221341.3.4Subject AreaDocument TypeHow-To GuidanceSubject Area - Document Type - How-To Guidance
231351.3.5Subject AreaDocument TypeTemplates and ToolsSubject Area - Document Type - Templates and Tools
242112.1.1SuitabilityMunicipal Population SizeVery large urban: Over 300kSuitability - Municipal Population Size - Very large urban: Over 300k
252122.1.2SuitabilityMunicipal Population SizeLarge urban: 100k > x > 300kSuitability - Municipal Population Size - Large urban: 100k > x > 300k
262132.1.3SuitabilityMunicipal Population SizeMedium: 25k > x > 100kSuitability - Municipal Population Size - Medium: 25k > x > 100k
272142.1.4SuitabilityMunicipal Population SizeSmall: 25k > xSuitability - Municipal Population Size - Small: 25k > x
282212.2.1SuitabilityMaturity Mapping1 - InitialSuitability - Maturity Mapping - 1 - Initial
292222.2.2SuitabilityMaturity Mapping2 – RepeatableSuitability - Maturity Mapping - 2 – Repeatable
302232.2.3SuitabilityMaturity Mapping3 - DefinedSuitability - Maturity Mapping - 3 - Defined
312242.2.4SuitabilityMaturity Mapping4 - ManagedSuitability - Maturity Mapping - 4 - Managed
322252.2.5SuitabilityMaturity Mapping5 - OptimizingSuitability - Maturity Mapping - 5 - Optimizing
332312.3.1SuitabilityGrowth ContextDeclineSuitability - Growth Context - Decline
342322.3.2SuitabilityGrowth ContextGrowthSuitability - Growth Context - Growth
352412.4.1SuitabilityService Area (FIR Functional Categories)General GovernmentSuitability - Service Area (FIR Functional Categories) - General Government
362422.4.2SuitabilityService Area (FIR Functional Categories)Protection ServicesSuitability - Service Area (FIR Functional Categories) - Protection Services
372432.4.3SuitabilityService Area (FIR Functional Categories)Transportation ServicesSuitability - Service Area (FIR Functional Categories) - Transportation Services
382442.4.4SuitabilityService Area (FIR Functional Categories)Environmental ServicesSuitability - Service Area (FIR Functional Categories) - Environmental Services
392452.4.5SuitabilityService Area (FIR Functional Categories)Health ServicesSuitability - Service Area (FIR Functional Categories) - Health Services
402462.4.6SuitabilityService Area (FIR Functional Categories)Social and Family ServicesSuitability - Service Area (FIR Functional Categories) - Social and Family Services
412472.4.7SuitabilityService Area (FIR Functional Categories)Social HousingSuitability - Service Area (FIR Functional Categories) - Social Housing
422482.4.8SuitabilityService Area (FIR Functional Categories)Recreation and Cultural ServicesSuitability - Service Area (FIR Functional Categories) - Recreation and Cultural Services
432492.4.9SuitabilityService Area (FIR Functional Categories)Planning and DevelopmentSuitability - Service Area (FIR Functional Categories) - Planning and Development
442512.5.1SuitabilityAsset Class (FIR Asset Sub-Class)LandSuitability - Asset Class (FIR Asset Sub-Class) - Land
452522.5.2SuitabilityAsset Class (FIR Asset Sub-Class)Land ImprovementsSuitability - Asset Class (FIR Asset Sub-Class) - Land Improvements
462532.5.3SuitabilityAsset Class (FIR Asset Sub-Class)BuildingsSuitability - Asset Class (FIR Asset Sub-Class) - Buildings
472542.5.4SuitabilityAsset Class (FIR Asset Sub-Class)Leasehold ImprovementsSuitability - Asset Class (FIR Asset Sub-Class) - Leasehold Improvements
482552.5.5SuitabilityAsset Class (FIR Asset Sub-Class)Machinery & EquipmentSuitability - Asset Class (FIR Asset Sub-Class) - Machinery & Equipment
492562.5.6SuitabilityAsset Class (FIR Asset Sub-Class)VehiclesSuitability - Asset Class (FIR Asset Sub-Class) - Vehicles
502572.5.7SuitabilityAsset Class (FIR Asset Sub-Class)Linear AssetsSuitability - Asset Class (FIR Asset Sub-Class) - Linear Assets
512582.5.8SuitabilityAsset Class (FIR Asset Sub-Class)OtherSuitability - Asset Class (FIR Asset Sub-Class) - Other
523113.1.1Additional ConsiderationsAdditional ConsiderationsPSAB AlignmentAdditional Considerations - Additional Considerations - PSAB Alignment
533123.1.2Additional ConsiderationsAdditional ConsiderationsDevelopment ChargesAdditional Considerations - Additional Considerations - Development Charges
543133.1.3Additional ConsiderationsAdditional ConsiderationsMinimum Maintenance StandardsAdditional Considerations - Additional Considerations - Minimum Maintenance Standards
554114.1.1CostCostFreeCost - Cost - Free
564124.1.2CostCostPaidCost - Cost - Paid
575115.1.1Leading PracticeO.Reg. 588/17 Compliance0 - Directly conflictsLeading Practice - O.Reg. 588/17 Compliance - 0 - Directly conflicts
585125.1.2Leading PracticeO.Reg. 588/17 Compliance1 - No relevanceLeading Practice - O.Reg. 588/17 Compliance - 1 - No relevance
595135.1.3Leading PracticeO.Reg. 588/17 Compliance2 - Supports partial complianceLeading Practice - O.Reg. 588/17 Compliance - 2 - Supports partial compliance
605145.1.4Leading PracticeO.Reg. 588/17 Compliance3 - Supports full complianceLeading Practice - O.Reg. 588/17 Compliance - 3 - Supports full compliance
615215.2.1Leading PracticeAlignment to ISO55000/1/2 Standards (Management System)0 - Directly conflictsLeading Practice - Alignment to ISO55000/1/2 Standards (Management System) - 0 - Directly conflicts
625225.2.2Leading PracticeAlignment to ISO55000/1/2 Standards (Management System)1 - No relevanceLeading Practice - Alignment to ISO55000/1/2 Standards (Management System) - 1 - No relevance
635235.2.3Leading PracticeAlignment to ISO55000/1/2 Standards (Management System)2 - Supports partial alignmentLeading Practice - Alignment to ISO55000/1/2 Standards (Management System) - 2 - Supports partial alignment
645245.2.4Leading PracticeAlignment to ISO55000/1/2 Standards (Management System)3 - Supports full alignmentLeading Practice - Alignment to ISO55000/1/2 Standards (Management System) - 3 - Supports full alignment
656116.1.1OriginOriginOntarioOrigin - Origin - Ontario
666126.1.2OriginOriginOther ProvincialOrigin - Origin - Other Provincial
676136.1.3OriginOriginNationalOrigin - Origin - National
686146.1.4OriginOriginInternationalOrigin - Origin - International
Doc I DDoc Name Doc Date Doc DescDoc AuthorDoc OriginDoc SourceDoc TagsDoc TypeDoc UseDoc LinkCat List
38Starting the asset management conversation with your municipal council2018-10-01This resource is a communication tool (presentation) that is ready to use as-is. It includes slides and speaking notes that can be personalized to you community's needs and a particular speaking style as need be. These are designed to give a municipal council an overview of asset management and its value to municipalities. A short video and questions to guide a discussion are also provided.Federation of Canadian Municipalities Federation of Canadian Municipalities Federation of Canadian Municipalities Asset management presentation, communication tool, presentation slides, asset management review, asset management videoPresentationThis resource helps administrators start a conversation about asset management with Council. It allows the readerto introduce the topic of asset management, present its benefits, and how elected officials and council members can get involved.|1|10|11|12|13|14|19|22|23|24|25|26|27|28|29|30|31|32|33|34|43|52|53|54|55|59|63|67|
36Asset Management: Infrastructure in Small Communities (Video), 2018-05-01This resource is a video hosted on YouTube. It provides a mayor's point of view on the value of asset management to his community in enabling it to face the many challenges small communities must grapple with. Viewers, if located in a small remote community, will recognize themselves in the video and connect with the content better as most of the imagery is from northern Canada.Northwest Territories Association of CommunitiesNorthwest Territories Association of CommunitiesNorthwest Territories Association of CommunitiesAsset Managemet in small communities, Infrastructure asset management videoVideoThis resource helps administrators and Councillors both in starting a conversation about asset management. It provides the unique perspective of a remote community. It will allow the user to introduce the topic of asset management and present its benefits.|1|2|4|12|13|14|19|26|27|28|29|30|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|63|66|
26Strategic Asset Management Policy Toolkit2018-04-01This resource provides foundational guidance and information to municipalities to support Policy development and implementation aligned with O.Reg. 588/17. It includes: - Scalable policy example statements meeting the requirements of the regulation - Guidance covering policy preparation and development to its socialization, adoption, and implementation - Case studies highlighting the experience and lessons learned by ten pilot municipalities who have worked with and informed the Toolkit development processKPMG LLP Municipal Finance Officer's Association of OntarioMFOAO.Reg.588/17, Policy example, Policy preparation guidance, Municipality O.Reg.588/17 Policy development, Municipalities O.Reg.588/17 case studiesToolkitThis resource helps those tasked with the preparation of the Strategic Asset Management Policy required by O.Reg. 588/17, in determining requirements, engaging Administration and Council, and developing the policy. It can also be used by individuals that need assistance in interpreting certain portions of the regulation and relating it to the work underway already across Ontario municipalities.|2|10|11|19|22|23|24|25|26|27|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|60|65|
28Asset Management Communities of Practice Guide2018-04-01This resource is intended to assist municipal staff in developing and maintaining their own communities of practice to best meet their needs in developing and sustaining effective asset management practices across their organization. It provides background information on the lifecycle of such communities and practical recommendations specific to each step of the lifecycle.Municipal Finance Officer's Association of OntarioMunicipal Finance Officer's Association of OntarioMFOACommunities of practice, municipal asset management support, municipal asset management capabilityGuidance documentThis guide helps those tasked with building support and capability for asset management within and outside their municipality. For example, an individual or group of people within the municipality may wish to work with a network of peers outside the orgnization on a particular area of intereset or issue to resolve. This may happen after attempting to work on a particular challenge or project where it is determined that external peer support would be helpful.|7|10|24|25|26|27|28|29|30|31|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|58|65|
23Leveraging Asset Management Data for Improved Water Infrastructure Planning2018-01-01The document is a national study of municipal asset management sata and information practices, that includes interviews with municipal employees involved in asset management and municipal case studies. The purpose of the study was to better understand current asset data collection and analysis in Canada for water, wastewater, and stormwater systems and to identify strategies to improve operations and planning outcomes. Public Sector Digest, Canadian Water Network, Canadian Water and Wastewater Association Public Sector Digest, Canadian Water Network, Canadian Water and Wastewater Association #software, #data, #analytics, #analysis, #modelling, #condition, #model, #spreadsheetStudyThe study and case studies help practitioners understand how their organizational structure and asset management practices, as well as data management, data storage, and data analysis methods, compare with others. It can help inform an answer to the question: "How are others colleting and analyzing their data?"|8|9|15|16|17|18|20|21|24|25|26|27|29|30|31|32|33|34|50|55|59|63|67|
35Asset Management 101: The What, Why, and How For Your Community2018-01-01This resource is a primer that is aimed at elected officials and municipal/community staff who are or should be involved in municipal asset management. It is structured to help understand and appreciate the power of asset management. It also gives guidance on how to get started. Canadian Network of Asset Managers (CNAM)Canadian Network of Asset Managers (CNAM)Canadian Network of Asset Managers (CNAM)Municipal asset management, municipal role, administrative leader role, councillor roleGuidance documentThis resource helps practitioners, administrative leaders and Councillors answer the following questions: - What is asset management? ; - Why is asset management beneficial to communities and organizations?; and - How can I get started on a formal asset management approach?|1|11|12|13|14|19|24|25|26|27|28|29|30|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|63|67|
57 Completing a Preventative and Predictive Maintenance Plan 2017-09-01This resource supports smaller rural communities with Asset Management Planning for water assets. The webinars include the following topics: • Completing an Asset Inventory • Completing a Condition Assessment • Completed a Capital Improvement Plan • Completing a Preventative and Predictive Maintenance Plan • Budgeting for Maintenance, Capital Improvements, and Sustainability These webinars provide information on the importance of executing these asset management activities, along with effective processes and methods for development. Development of the activities is aligned to and supported by USEPA's free desktop software program 'Check-up Program for Small Systems (CUPSS)'. However, the processes and methods outlined could be used to develop critical asset management activities. This is applicable to organizations not currently supported by software planning tools, as well as those using more advanced Computerized Maintenance Management Systems (CMMS). VariousRural Community Assitance Program (RCAP) Sponsored by the Ohio Environmental Protection Agency (EPA)RCAP Asset Management Webinar Series How-to GuidanceThis resource helps those serving smaller communities who are seeking guidance on processes and methods to develop the following for water assets: - Asset Inventory - Condition Assessment Plan - Capital Improvement Plan - Preventative and Predictive Maintenance Plan - Budgeting for Maintenance, Capital Improvements, and Sustainability In addition, viewers can learn about the importance of these elements to support development of business cases, alignment with databases and work management systems, as well as common mistakes to avoid. While this material is developed for water assets, the processes and methods defined can be applied to multiple asset types.|3|5|7|8|16|17|18|19|22|26|27|28|29|30|33|34|38|43|50|55|59|63|68|
30Asset Management Handbook and Toolkit, Excel Workbook2015-11-01The purpose of the handbook portion of this resource is to introduce asset management concepts with a focus on implementation to small and mid-sized communities. The handbook aims to: • Provide an overview of the process of asset management, the objectives, and the benefits; • Identify the mindsets and key elements of asset management that enable success; • Describe information management for asset management and good decision making; • Show how staff throughout a municipality contribute to successful asset management; and • Suggest ways of implementing asset management through existing municipal processes. The Toolkit is focused on providing ‘how to’ information. It includes processes, examples, and a set of practical and editable tools and templates that can be used by any organization to get started with asset management using the information and resources they already have. Alberta Municipal Affairs, Consulting Engineers of AlbertaAlberta Municipal AffairsAlberta Municipal AffairsSmall communities, Mid-size communities, asset management objective, asset management benefits, asset management elements, information management, municipal role, asset management implementation, asset management toolkit, editable toolHandbook and ToolkitThis resource should be used by staff and elected officials from small and mid-sized municipalities that seek to understand asset management processes, information supports, organizational culture requirements, and implementation methods.|1|3|4|5|7|9|11|12|13|14|15|16|17|18|19|21|22|23|26|27|28|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|58|66|
15Financial Sustainability’ Information Paper No 1 – Financial Sustainability2015-02-01This resource (published in Australia as an Information Paper) is akin to that of the white paper format used in North America. It is valuable primarily to finance professionals but was also published for the benefit of Council Members and staff. The document outlines the concept of financial sustainability and what it means in the local government context. Straightforward advice on methods of communicating and analyzing financial sustainability is provided. N/aLocal Government Association of South AustraliaLGA#financialsustainability #Australia #financial measures #financialperformanceWhitepaperThis resource helps Councillors and administrators better understand the meaning of financial sustainability, from both a theoretical and a practical standpoint. It also helps them understand and illustrate to colleagues how formal requirements for financial sustainability have come into effect in other jurisdictions, and how those jurisdictions have successfuly addressed them. Though this document was produced in the context of Australia's local government legislation, it puts in perspective and may support readers in drawing parallels to the financial sustainability requirements placed on Ontario municipalities under O.Reg. 588/17.|6|15|19|24|25|26|27|29|30|31|32|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|59|62|68|
18Council Member’s Toolkit A practical guide to evaluating municipal asset management2015-02-01This document provides tip sheets that each include a series of questions councillors should be asking about asset management. The tip sheets are structured according to the following headers: - What are our service levels - and what should they be? - What are our financial assets and are they appropriate? - Communicating the benefits of asset management to the public. - Maximizing the use of available tools to implement asset management plans - Enhancing asset management planning - Asset Management Policy “Best Practices”Fenn Advisory ServicesAssociation of Municipalities Ontario Management Ontario/Ontario Municipal Knowledge NetworkAssociation of Municipalities Ontario Management Ontario/Ontario Municipal Knowledge NetworkAsset management best practice, asset management tools, councillor tip sheetToolkitThis resource helps guide the dialogue between Council and staff on asset management topics. It offers insight into the asset management issues that should matter to Councils; however, it assumes that Councillor and staff have a baseline understanding of the topic. Where Council and administrators are new to asset management, the questions and themes covered in the tip sheets can be used to guide and focus their learning activities, by starting with areas that are most pressing to council and building from there.|1|2|4|6|7|9|10|11|12|14|15|16|17|18|19|22|24|25|26|27|28|29|30|31|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|63|65|
16An Integrated Risk Management Framework for Municipal Water Systems: Introduction to Asset Management Tools Municipal Water, Wastewater and Storm water Systems2015-01-01This resource is a research-driven whitepaper primarily focussed on condition assessment methods. It also covers levels of service and software trends. Case studies are presented for each topic area. The content on levels of service refers the reader to specific sections of the International Infrastructure Management Manual for guidance and provides references for performance measures that can be used to report level of service. The section on software trends refers to a study published by the Water Finance Research Foundation in 2012 in which software systems were ranked according to a functional score and a price score.Dr. Richard Harvey, The School of Engineering at the University of GuelphCanadian Water Network Canadian Water Network #condition assessment, #levelofservice, #software, #IIMM, #water, #wastewater, #stormwaterWhitepaperThis resource helps water, wastewater, or storm water engineers that are looking for basic background information and an indication on where to find detailed information on condition assessment methods, performance measures of level of service, and software systems available on the market.|1|3|4|9|15|16|17|18|19|22|23|24|25|26|27|29|30|31|32|33|34|43|50|55|59|63|67|
17Target Levels of Service. A Hands On Approach2015-01-01This resource presents levels of service from many useful perspectives such as assets, customers, and regulators. It depicts how a level of service relates to the management of assets, and how it aligns practically to O&M planning, ( e.g. work management prioritization), capital planning, and even triple bottom line frameworks. The level of service examples provided in the document are centered around wastewater services. Environmental Protection AgencyEnvironmental Protection Agency#water, #wastewater, #levelofservice #triplebottomline, #regulator, #customerPresentationThis resource helps practitioners tasked with levels of service development and / or communication of levels of service to staff and other technical stakeholders. Because of its technical acronyms and focus on wastewater services, the presentation is best used by an individual with a water sector related background that can interpret the slides.|4|5|12|14|15|21|24|25|26|27|28|29|30|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|60|64|68|
13Costing Principles for Local Government –2013-12-01This resource presents different costing methodologies for municipal government services, provides guidance on the preparation and presentation of financial information, and offers examples of the application of costing principles. The intended outcomes of the paper are: - a greater understanding by municipal staff of the role and importance of applying a consistent costing methodology to the financial reporting of municipal operations; - the timely, accurate and relevant presentation of financial information to stakeholders; and - a defensible basis for the application of service rates and charges.  Local Government Association of South Australia Local Government Association of South Australia Costing methodologies, costing principles, municipal role in costing, service rate application, defensible basisWhitepaperThe resource helps municipal administrators that want to broaden their knowledge of cost estimating methods used in financial planning or that want to understand the financial perspective of their colleagues in the Finance department. The concepts, language, and vocabulary used in the document can enable those without an accounting or business background to engage with peers and understand financial concepts necessary for understanding cost of service delivery.|6|11|15|19|20|22|24|25|26|27|29|30|31|32|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|59|62|68|
24Water Distribution System Risk Tool for Investment Planning2013-01-01This resource presents a tool to evaluate the risk of of asset renewal needs, in order to guide investment plans. It explains how information about the cost of failure and the likelihood of failure is manipulated to assess risk and support investment decisions. Case studies and a manual on how to use the tool are also provided. Though the focus of the report is on water transmission and distribution pipes, much of the information and methodology explained also applies to other pipeline assets such as wastewater and stormwater main.  Water Research Foundation/EPA/WERFWater Research Foundation/EPA/WERFAsset renewal tool, investment plan tool, cost of failure, risk assessment, asset risk case study, asset risk tool guide, water, wastewater, stormwater, WERF, pipeline asset managementReportThe resource helps practitioners understand how risk analysis is conducted, including typical calculations and methodologies. Though its focus is watermains, the calculations and methodologies presented are generally applicable across other pipeline assets. The tool offered by WERF is a sound starting point for the analysis of risks within the water network. Results should be validated through consultation with municipal personnel familiar with the local network and its customers.|9|15|16|17|18|22|23|24|25|26|30|31|32|33|34|50|55|60|64|68|
27Asset Management Roadmap2011-05-01This resource was designed to help small and mid sized municipalities understand the steps to implementing a basic level of asset management planning, using a modular approach. Each module is described with practical guidance on the steps and inputs necessary to complete the module in question. The modules are grouped under six general category headings and combined in an overall Roadmap diagram. Opus International ConsultantsAsset Management British Columbia (AMBC)Asset Management British Columbia (AMBC)Basic asset management planning, asset management roadmap, municipal asset management strategyRoadmapThis resource helps those tasked with providing strategic direction for asset management, by providing practical guidance about building the sources of information and completing the different types of analysis that go into preparing complete asset management plans. It outlines sequential direction and building blocks for implementing various asset management practices.|3|4|5|6|7|8|10|11|15|16|17|18|19|22|24|25|26|27|28|29|30|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|58|60|66|
32Sustainable Infrastructure Management Program Learning Environment (SIMPLE)2008-04-01This resource is a user-friendly platform to support members in the development of Asset Management Plans. The platform is composed of process and practice guidelines, templates and decision support tools to support Asset Management Planning, implementation and improvements. Core components of the platform include: - Framework for organizing and applying AM material, called Total Enterprise Asset FManagement Quality Framework (TEAMQF) - Guidelines outlining Best Appropriate Practices to match the quality framework elements - Case studies - A basic implementation case study and training program based on US EPA training program. Sustainable Infrastructure Management Program Learning Environment (SIMPLE)Sustainable Infrastructure Management Program Learning Environment (SIMPLE)Water Research Foundation/WERF Asset management plan, User friendly asset management plan, Asset Management Planning, Asset Management Implementation, Asset management Improvements, Asset Management Guidelines, Asset Management Template, Total Enterprise Asset Management Quality FramewPlanning PlatformThis resource helps less mature organizations with less complex asset systems seeking accessible platforms and tools for planning and implementation of asset management activities. Users will be able to readily make use of tools provided and can use the platform as an example of tactical approaches to asset management planning.|1|2|3|4|5|6|7|8|9|14|15|16|17|18|19|21|22|23|26|27|28|29|30|33|34|38|50|55|56|59|63|68|
19Developing Levels of Service and Performance Measures: Creating Customer Value from Community Assets2007-06-29Developing Levels of Service and Performance Measures: Creating Customer Value from Community Assets provides a process for organizations to develop and execute community informed levels of service. The content outlined supports organizations with how to engagement their communities and stakeholders in defining the needs and expectations for service provision along with, processes for targeting the appropriate levels of service and associated performance measures. Guidance is given on documenting service levels and developing performance measures, including activity specific sections and best practice examples. VariousNational Asset Management Steering GroupNational Asset Management Steering GroupLevels of service, performance measures, customer value, community assets, stakeholder engagementBookThis resource will benefit users seeking guidance on developing an approach to levels of service informed by their communities. This comprehensive resource will provide support in how to engage with your community and utilize that engagement to define the levels of service expected along with processes for developing performance measures and targets. Further support in the form of tactical examples is provided through a range of case studies demonstrating application for both asset and non-asset related services.|4|10|11|12|13|14|17|19|20|21|22|24|25|26|30|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|60|64|68|
1FCM - Guide: How to develop an asset management policy and strategy1905-07-10This resource describes how to develop an asset management policy, strategy, framework, and governance structure. Other topics include: - What an asset management system is (i.e. a combination of people, processes, and data) and how its key components work together - Ways to communicate with peers to build support for asset management in all departments - Experience from Canadian municipalities of all sizes that have developed asset management systems - How to integrate sustainability goals into asset management practices Federation of Canadian MunicipalitiesFederation of Canadian MunicipalitiesFederation of Canadian MunicipalitiesAsset management policy, Asset management strategy, asset management framework, asset management governance, Municipalities Asset Management Systems, Asset management and sustainabilityGuidebookThis resource helps practitioners, other municipal staff and elected officials in Canadian communities of all sizes, who are interested in developing thieir asset management practices and an overarching asset management program. It helps those tasked with asset management program development align asset management practices with the municipality's culture, group dynamics, and strategic goals.|2|7|10|11|13|14|19|20|22|25|26|27|28|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|60|64|67|
45Asset Management Framework 1905-07-10This resource is a framework to assist Ontario municipalities in assessing and improving their maturity level in all aspects of asset management planning. This guide is intended to support Ontario municipalities with achieving optimum benefits from an Asset Management (AM) plan to meet the needs of the municipality. Guidance provided covers a range of Asset Management subjects and capabilities to support municipalities with structured approaches to improve each asset management capability.MFOAMunicipal Finance Officier's Association of OntarioMunicipal Finance officer's Association (MFOA)Tags: Asset Management Framework, Guide for Municipalities, Objectives and Plans, Alignment, Improvement, AssessmentFrameworkThis resource helps practitioners who are seeking to realize benefits from their asset management approaches to achieve organizational objectives, beyond compliance with provincial requirements and with a focus on integration with other aspects of municipal management. The content of this resource will support stakeholders in: - Connecting their asset management plans to municipal objectives, - Developing asset manage improvement strategies within a structured approach - Greater integration across functions to achieve common goals|1|2|3|4|5|6|7|8|9|10|11|12|13|14|15|16|17|18|19|21|22|24|25|26|27|28|29|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|60|
54TIERS Public Engagement Framework1905-07-10This resource outlines a public engagement framework outlining 5 stages in planning and executing public engagement. Each of these stages contains a series of steps underpinned by comprehensive, easy to follow process that are support by templates, tools and guidance for execution of the process. There are also links to additional external resources provided with each process for further information.  Institute for Local GovernmentInstitute for Local GovernmentStakeholder engagement, Community Engagement, Assessment Template, Outreach Plan, Assess Community Landscape, Community AssessmentFrameworkThis resource helps those tasked with public engagement in adopting a step by step guide to executing public engagement activities to create transparency and generate community support for plans. Comprehensive processes with supporting tools, templates and guidance materials are available to support users.|11|12|13|14|19|20|21|22|24|25|26|27|28|29|30|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|63|68|
46Structural Condition Assessments of Existing Buildings and Designated Structures Guideline1905-07-08This resource provides a guideline for structural assessments of buildings and structures in the Ontario context. Condition assessment is a critical component of asset management planning to determine remaining life and requirement investment. The guide outlines the professional and technical best practices for conducting structural condition assessments on existing buildings and designated structures. This guide features information on each stage of the assessment process and treatment of structures for specific building types. In addition resources referred to supporting templates, forms and checklists are provided to guide the assessment process in addition to leading practice format for condition assessment reports.  Professional Engineers of OntarioProfessional Engineers of OntarioTags: Structural Condition Assessment, Condition Assessment Best Practice, condition Assessment Template, Condition Assessment GuidanceGuidance documentThis resource is ideal for those seeking guidance and supporting resources on best practice approaches to condition assessment of structural components of Existing Buildings and Designated Structures. While this guidance is specifically targeted at structural assessments of existing buildings and designated structures, the guidance presented does have wider applicability to other buildings and structures.|3|5|16|17|19|21|22|23|24|25|26|27|28|29|30|31|32|33|34|41|42|46|55|60|64|65|
48Synthesis of Transportation Asset Management Best Practices1905-07-08This resource is a short overview of asset management best practices for transportation assets. This summary provides on topics such as performance indicators, Asset Condition, investment analysis and resources.N/ATransportation Association of CanadaTransportation Association of CanadaTags: Transportation Best Practice, Transportation Asset Management, Asset management performance indicatorsGuidance documentThis resource helps typically smaller municipalities and organizations seeking an overview of applicable techniques, methods and guidance for improving their approach to management of transport assets to improve service delivery through a structured approach to planning.|2|3|4|5|6|7|8|9|14|15|16|17|18|19|20|21|24|25|26|27|28|29|30|31|32|33|34|37|50|56|59|63|67|
50Approach to level-of-service target setting for highway assets1905-07-08This resource provides a detailed, systematic approach to the development of a levels of service framework for highway assets to support performance and asset management. This report is accompanied by: - A guide to setting Level-of-Service Target Setting for Highway Assets - An Excel spreadsheet tool to support a data-led approach to setting of targets and estimated costs National Academies of Sciences, Engineering, and Medicine; Transportation Research Board; National Cooperative Highway Research Program; Teresa M. Adams; Kyle Schroeckenthaler; Ernie Wittwer; John O’Doherty; Marie VennerWashington, D.C. : Transportation Research BoardWashington, D.C. : Transportation Research BoardTags: Highways, Levels of Service Framework, Targets, Levels of Service ToolGuide and ToolThis resource helps highway practitioners seeking a structured approach to developing levels of service for highway assets, understanding of relevant service measures for highway assets and a methodology and tools for setting targets of these service measures. While these resources are targeted for highway assets, the methodology for mapping of service measures to assets and setting of targets is could be considered for other asset classes.|4|8|10|12|14|15|16|18|19|21|22|23|24|25|26|27|29|30|31|32|33|34|37|38|50|55|59|63|68|
51Petroleum, petrochemical and natural gas industries -- Collection and exchange of reliability and maintenance data for equipment1905-07-08This resource provides a comprehensive basis for the collection of reliability and maintenance (RM) data in a standard format for equipment in all facilities and operations within the petroleum, natural gas and petrochemical industries during the operational life cycle of equipment. The leading practice presented focusses on the standardization of information across equipment classes to support critical data analysis that will inform maintenance and operational planning on a continuous basis. Guidance on data quality control and assurance is also provided to ensure a continuous improvement approach for the ongoing application of the data in planning processes. For those organizations using Computerized Maintenance Management Systems (CMMS), guidance is provided on collection, alignment and use of maintenance data and associated processes in conjunction with CMMS.Technical Committee : ISO/TC 67 Materials, equipment and offshore structures for petroleum, petrochemical and natural gas industriesISO 14224:2016ISO 14224:2016Maintenance Planning, Maintenance Data, Reliability Centered Maintenance (RCM), Computerized Maintenance Management Systems (CMMS), International StandardThis resource helps both maintenance and asset data management practitioners define data requirements and processes to support their approaches to maintenance planning aligned to data management and application of CMMS. While this standard relates specifically to data collection and governance to support maintenance of petroleum, petrochemical and natural gas equipment the principles outlined for treatment of data for maintenance planning and use of CMMS can be applied to all multiple asset classes.|3|5|7|8|14|15|16|17|18|19|21|22|23|24|25|31|32|33|34|38|39|40|41|42|43|48|50|56|59|63|68|
53The 2016 Comparative Review Municipal Maintenance and Infrastructure Asset Management systems1905-07-08This resource assesses the merits of various Computerized Maintenance Management Systems (CMMS) to support municipalities in the effective management of assets. The objective of the study was to assess a set of criteria standard to the tools, indicating the relative benefits and capabilities of these systems to meet needs of municipalities in preparation for procurement. The study comprised an initial exercise in 2012 followed by an update in 2014-2015 along with an independent review. It provides a comparison of 14 well established CMMS in the market.  Water Finance Research FoundationWater Finance Research FoundationComputerized Maintenance Management Systems (CMMS), Comparison, Benefits, Procurement, Software, Work ManagementStudyThis resource helps practitioners, maintenance managers, IT professionals and leaders interested in: - Assessing the initial benefits of CMMS systems - Comparing well established CMMS systems - Determine suitability of these aligned to their organizational needs - Initiating a procurement process for a CMMS|5|7|8|9|15|16|17|18|20|21|24|25|26|27|30|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|63|
34Asset Management for Sustainable Service Delivery: A BC Framework1905-07-07This resource provides local governments with a structured approach to achieving service, asset and financial sustainable through an effective asset management process incorporating globally recognized and provincially endorsed leading practices. This framework is accompanied by tools and resources to support implementation of the outlined process and has been designed to as a scalable and flexible approach that can be used by a wide range of communities. The core components of the framework and associated processes seek to address the key questions of: • Why asset management is necessary. • What asset management is. • How asset management can be implemented. VariousAsset Management BC (AMBC)Asset Management BC (AMBC)Asset Management Framework, Asset Management Tools, Asset Management Process, Asset Management Business Case, Asset Management BenefitsFrameworkThis resource helps practitioners, administrative leaders and Councillors seeking a high level, flexible approach to implementing asset management with accompanying guidance, resources and best practice to inform their approach. There is a well balanced mix of tactical tools to support the approach along with content to support development of business cases for adopting asset management processes. Asset Management for Sustainable Service Delivery: A BC Framework|1|2|5|6|7|8|9|10|11|12|13|14|15|16|17|18|19|20|22|24|25|26|27|28|29|30|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|64|
33Maintenance Strategy Selection and its Impact on Maintenance Function - A Conceptual Framework1905-07-06This resource provides a comprehensive view of available frameworks for development, assessment, selection and implementation of maintenance strategies through a literature review. This research builds on this collation of methodologies to develop a conceptual framework that can be used for formulation, selection and implementation of maintenance strategies. There is also further details that considers the impact of strategic or planning changes on the maintenance function.  International Journal of Operations & Production ManagementInternational Journal of Operations & Production ManagementAsset Maintenance, Maintenance Strategy, Maintenance FrameworkThis resource helps maintenance practitioners seeking extensive technical and tactical guidance on approaches to maintenance strategies informed by case studies and experiences across various sectors. It is a useful summary of multiple approaches that also proposes a conceptual framework and highlights limitations, challenges and key considerations for maintenance strategies.|5|7|13|14|15|16|17|19|22|24|25|26|27|28|29|30|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|
47Practice Note 8: Levels of Service & Community Engagement1905-07-06This resource supports organizations in municipal Councils managing long life assets to deliver sustainable and affordable services with development of levels of service, informed by public consultation. This practice note provides guidance on how to engage with communities on this topic, how to develop levels of service, assessing affordability of the targets and case studies with global examples.VariousInstitute of Public Works Engineering of AustralasiaInstitute of Public Works Engineering of AustralasiaCommunity Engagement, Public Engagement, Stakeholder Engagement, Levels of Service Development, Levels of Service Case StudiesPractice NoteThis resource will help those seeking information on how to develop levels of service for infrastructure assets and assess the costs associated with targets while consulting their community on this important topic. In addition, users will be supported with demonstrable evidence and direct application of the methods and resources by detailed global case studies.|4|11|12|14|19|20|21|24|25|26|27|28|29|30|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|59|63|68|
56Guidance on Successful Computer Maintenance Management System (CMMS) Selection and Practices1905-07-06This resource provides guidance on successful Computer Maintenance Management System (CMMS) Selection and Practices. This resource outlines the key considerations when selecting a CMMS for airport assets including alignment with internal processes and change management needs for implementation. It is accompanied by an evaluation tool that provides organizations with a framework and criteria to define and asses requirements for a CMMS. VariousTransportation Research Board’s Airport Cooperative Research ProgramTRB’s Airport Cooperative Research Program (ACRP) Web-Only Document 23 How-to GuidanceThis resource helps those seeking guidance, structured exercises and methods to define their system requirements and systematically assess their CMMS needs to support decision making and preparation for a CMMS procurement. While this resource was designed for CMMS application in airports, the exercises, processes and methods outlined to determine user requirements, assess the CMMS capabilities and determine alignment with organizational practices is relevant to multiple organizations, services and asset types.|5|7|9|15|16|18|19|22|24|25|26|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|58|63|68|
10Infrastructure Costs and Urban Growth Management1905-07-04This guide provides a practical overview of the steps and inputs required to undertake a successful cost of growth study at the regional or city-wide scale. This guide identifies how cities can undertake smart growth as it provides: - guidance on how to make the case for smart growth - Various tools and approaches that are suited to practitioners working at the scale and scope of a city or a region - Methodologies to undertake a cost of growth study through two examples – the cities of Calgary, Canada and Los Cabos, Mexico - A step-by-step guide to developing quantifiably based scenarios and studying the cost associated with different urban growth patterns. Sustainable CitiesSustainable CitiesSustainable CitiesRegional cost of growth study, city cost of growth study, smart growth, smart growth case, smart growth tools, smart growth approach, cost of growth study methodology, cost of growth case study, step-by-step guide This resource helps practitioners and participants involved in urban growth management decisions at the city-wide or regional scale. It is written in a non-technical style to encourage use by a diverse audience. Guide users may be: - Planners leading or participating in a city-wide or region wide land use planning exercise or also a review of an existing development plan - Professionals responsible for long range transportation planning. - Asset managers or growth management teams seeking to understand the impact of growth management decisions at a macro geographic scale and a longer time frame.|5|14|19|22|24|25|29|30|31|32|34|37|38|43|44|45|50|51|55|59|62|67|
55Maintenance Management in Network Utilities1905-07-04This resource provides practical guidance on the development of maintenance frameworks, how to plan and execute implementation and maintain the framework on an ongoing basis for linear assets. The contents include: - A Literature Review: of the essential concepts and models needed for the design, development and implementation of a maintenance management framework. - Framework Design and Definition: guidance on development of key pillars of network utilities maintenance management framework. - Performance Evaluation & Maturity: focusing on the reliability concept and maturity models from different stakeholder views. Gómez Fernández, Juan Francisco, Crespo Márquez, AdolfoSpringer Series in Reliability EngineeringGómez Fernández, Juan Francisco, Crespo Márquez, AdolfoMaintenance Management Framework, Maintenance Strategy, Maintenance Implementation, Maintenenace Modelling, Maintenance Case StudyHow-to GuidanceThis resource helps organizations and teams develop and assess effective maintenance strategies, assess requirements for implementation of maintenance plans, and determine how to model maintenance scenarios. Readers will have access to case studies including lessons learned and implementation tips from featured case studies.  |5|6|7|14|15|16|17|19|21|22|24|25|26|27|28|29|30|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|59|63|68|
49Framework and Guide for Road and Bridge Asset Management Plan Development1905-07-03This resource provides guidance for the development of Asset Management Plans for Road and Bridge Assets. These documents are targeted at municipalities less than 15,000 and present a step by step guide that references relevant materials and components of asset management plans that can be incorporated from other planning processes and provides an easy to use template for a plan and enables a gap analysis. Brian AndersonOntario Good Roads AssociationOntario Good Roads AssociationTags: Road, Bridge, Asset Management Plan, Asset Management Plan TemplateFramework and GuideTThis resource helps typically smaller municipalities and organizations beginning their journey to developing an Asset Management Plan for roads and bridges. It provides clear guidance and a simple process to follow for approaching management of highway assets.|2|3|4|5|6|7|8|9|10|14|15|16|17|18|19|21|22|24|25|26|27|28|29|30|37|43|49|50|55|59|63|65|
52Asset Management Data Collection for Supporting Decision Processes1905-06-28This resource is a comprehensive assessment of data management approaches for Transportation agencies linked to their decision-making capabilities and processes to determine the extent to which data collected is used to support effective asset management decision making. The study consists of the following: - Literature review: assessing extent and maturity with regard to collection and use - Survey capture the current level of Asset Management endorsement and implementation, as well as specific aspects of their data collection practices and their relationship with the project selection level of decision-making. - Case Studies of 4 targeted agencies based on literature review featuring link between data practices and decision making along with documented data processes. - Data Collection Framework to define data needs related to decision making and process for shifting to this targeted optimized sate of data management. Gerardo W. Flintsch, Ph.D., P.E.,, J. W. Bryant, Jr., Ph.D., P.E., US Department of TransportationUS Department of TransportationTags: Transportation, Roads, Data Collection, Data Framework, Decision Making, Case Studies, Data Storage, AnalysisStudyThis resource helps practitioners, leaders and those responsible for data collection, maintenance and use. It provides an understanding of data collection for asset management decision-making, benchmarking of their data management capabilities for asset management, case studies of leading practices successful approaches to data management for decision making and frameworks to support effective data management aligned to asset management objectives. While transport sector assets are the subject of this study, the mechanisms for data collection, organization and application to asset management decision making processes have applicability to all asset classes.|5|8|14|15|16|17|18|19|20|21|22|24|25|26|27|28|29|30|33|34|37|48|50|55|59|63|
2Asset Management Policy, Strategy & Plans (IAM SSGs 1, 2, & 5) This resource covers the Asset Management Policy, Strategy and Objectives as well as Asset Management planning. Clear descriptions of these elements of the Strategy and Planning are given and, how they can help towards the contribution of long-term asset management objectives such as financial sustainability. Different case studies, including rail and utilities companies, have been used to illustrate the importance of having a proper Strategy and Planning framework, and how it can contribute towards the good practice of asset management. Institute of Asset ManagementInstitute of Asset ManagementAsset Management Policy, Asset Management Strategy, Asset management objectives, Asset Management Planning, Financial stability, Rail asset management; Utilities asset managementGuidance documentThis resource helps both practitioners and other stakeholders to understand the different factors that underlie asset management policy, strategy and plans (i.e. definitions, concepts, management principles and other key factors). Beyond improving knowledge, this resource and the guidance it provides can also be applied by anyone who has been tasked or who must oversee the development of a policy, strategy or plan. The case studies in this resource can also be used to gain an understanding of the application of these three documents in non-municipal sectors, which can assist in communicating their value to sceptical peers by showing what others are doing.|2|10|14|19|20|21|22|24|25|26|28|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|60|64|68|
3Risk Assessment & Management (IAM SSG 31) This resource covers the many facets of risk assessment and management. This includes a diverse range of considerations, such as the risks associated with physical asset failures, as well the failures of management systems or organisational processes. It discusses the overlap and interaction of various risk categories (e.g. financial, health and safety, reputation, etc.) and how they are used in prioritization. Institute of Asset ManagementInstitute of Asset ManagementRisk Assessment, Risk management, Institute of Asset Mangement, Asset management risk categories, Physical asset failure, Management system failure, Risk prioritizationGuidance documentThis resource helps practitioners interested in improving their ability to assess and manage the various risks they face. This includes a wide range of risks; for example, from a governance and management perspective, an asset condition and service delivery perspective, or a data collection and process perspective. The resource will support readers in deepening their knowledge of risk management, and putting it into practice. |5|9|10|17|20|24|25|26|28|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|54|56|60|64|68|
4Capital Investment Operation & Maintenance Decision-Making (IAM SSGs 6 & 7) This resource covers decision making for all types of asset management activities including capital, operations and maintenance. It discusses techniques that enable optimisation of life cycle strategies, and the prioritizing of plans. Capital Investment Decision-Making is defined in the document as the processes used to evaluate and analyse scenarios for decisions related to an organisation's capital investments to acquire or replace assets. Conversely, Operations and Maintenance Decision-Making is defined in the document as the management activities and processes involved in determining the operations and maintenance requirements that support objectives such as managing risk while achieving low lifecycle costs.  Institute of Asset ManagementInstitute of Asset ManagementAsset management decision making, Optimisation of lifecycle strategies, asset management investment prioritization, Capital Investment Decision Making, Capital investment, Operation and maintenance plans Guidance documentThis resource helps practitioners improve the methods they use to analyse capital investments, as well as operations and maintenance plans. This is supported by guidance in scenario analysis, life cycle optimisation, and investment prioritization. *misses council view, climate change,…|3|5|15|19|22|24|25|26|30|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|54|56|59|64|68|
5Asset Information, Strategy, Standards & Data Management (IAM SSGs 22, 23, & 25) This resource covers approaches to managing asset data, including the strategic approach to management and the setting of standards. It addresses commonly needed improvements to asset information, such as the improvement of supporting processes and utilization of data. This resource outlines generic approaches to managing data and infmoration quality and applies them within the field of asset management. This document therefore is not focussed on information technology, such as decision support tools or maintenance management systems, but rather the data and information that enables their use.Institute of Asset ManagementInstitute of Asset ManagementInstitute of Asset ManagementAsset data management, Non-practioner asset information management, Strategic approach to asset information management, information qualityGuidance documentThis resource helps both practitioners and ‘non-practitioners’ of all kinds to better understand the key aspects of leading practice asset information management. The practices discussed in this resource wil support municipalities in proactively manage the diverse datasets and reference files (e.g. master plans) used to inform service delivery and financial decisions.*should be reviewed in relation to requirement that information be made public|8|9|10|18|19|21|24|25|26|27|28|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|59|62|68|
6Organisation Structure & Culture (IAM SSGs 28 & 29) This resource describes the organizational structure and culture elements that underlie the successful roll-out of asset management, which requires people from different functions and disciplines to work more closely together. It provides examples of different ways of structuring groups involved in asset management, how to assess barriers to adopting new practices, and a comparison of best practice and bad practice change management activities.  Institute of Asset ManagementInstitute of Asset ManagementOrganizational structure, Organizational culture, change management, change management activities examplesGuidance documentThis resource helps municipal leaders and human resource professionals bring structure to asset management practices and strengthen the culture of their municipal government as it relates to the management of infrastructure-supported services. Though culture change must be driven from the top, municipal leaders in this context come from any professional background, position within the organisational structure, and community size.|2|7|10|13|19|22|24|25|26|27|28|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|59|64|68|
7Life Cycle Value Realization (SSG 8)  This resource is focussed on lifecycle value realization, or how to optimize value from assets and overall lifecycle costs. Lifecycle costing and value optimization techniques, relationships, and applications are explained. Over ten case studies that put the techniques into context are also provided.  Institute of Asset ManagementInstitute of Asset ManagementLifecycle value realization, lifecycle cost optimization, Value optimization techniques, value optimization case studies, value optimization applicationsGuidance documentThis resource helps practitioners improve their or their municipality's ability to optimize decisions regarding the lifecycle of assets and capital investment plans. This resource is best suited to practitioners that consider themselves to be asset management analysts or that are especially interested in analytical methods.|3|5|8|9|10|12|15|19|20|24|25|26|29|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|59|62|68|
8Demand Analysis (SSG 3)  This resource relates how asset intensive organisations like municipalities and others can understand, analyse, and forecast demand in order to support strategic planning activities. It breaks down a high level process for demand analysis into four steps: - Demand analysis strategy - Demand analysis planning - Conduct demand analysis - Act upon demand analysis outputs The document explains demand analysis in the context of asset management, and outlines several key benefits of it within this context: - Aids with future cash-flow forecasting - Helps with portfolio planning and assessing working capital requirements - Provides the basis for analysing and adapting to influences on the types of services and service levels  Institute of Asset ManagementInstitute of Asset ManagementDemand analysis strategy, demand analysis planning, demand analysis, demand analysis outputs, municipalities asset demand forecast, municipalities asset strategic planning, demand analysis benefitsGuidance documentThis resource should be referenced by medium and large municipalities that are either faced with demand management challenges, rapid growth patterns, or other growth contexts that require strategic decision making about addressing demand and allocating infrastructure spending.|5|13|19|20|22|24|25|26|29|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|59|62|68|
9Reliability Engineering (SSG 16)  This resource identifies how to better manage the reliability of existing assets. It should be perceived as a toolbox with methods that have specific and others broad applications. Eleven components of reliability engineering, such as root cause analysis and failure modes and effects analysis, are treated separately so as to differentiate the value each offers to asset management practitioners. Many case study examples from different sectors are provided to demonstrate the key guidance points. Institute of Asset ManagementInstitute of Asset ManagementAsset management toolbox, reliability engineering, asset reliability, root cause analysis, failure modes, effects analysis, asset management practioner tools, asset reliability case study This resource helps asset management, maintenance and reliability practitioners seeking to optimize decisions regarding the lifecycle of assets, particularly complex facilities such as treatment plants and large pump stations. This resource is best suited to practitioners that are focussed on managing the operational phase of the asset's lifecycle and that consider themselves to be asset management analysts or that are especially interested in analytical methods for optimizing reliability.|5|8|16|19|20|22|32|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|54|56|60|62|68|
11Community Lifecycle Infrastructure Costing (CLIC) Tool This resource was developed to help local governments make informed decisions related to the long-term sustainability of infrastructure development. It enables the comparison of infrastructure costs (including initial capital, annual operating and maintenance, and replacement costs) of different development scenarios over a 100 year period informing sustainable development and asset management decisions. It facilitates integrated decision making by bringing together engineering, finance and planning perspectives. Though the tool is best suited for residential development, financial impacts of commercial and other types of development can be incorporated. Province of British ColumbiaProvince of British ColumbiaLong term sustainiability, sustainable infrastructure development, infrastructure costs of development scenarios, sustainable asset management decisions, integrated decision making, residential development tool, financial impact of commercial development Planning ToolThis resource helps municipal planners (both land use and infrastructure) that are seeking to quantify and cost options with respect to growth planning, and forecast short and long-term financial sustainability of development initiatives.|5|14|16|19|22|23|24|25|26|27|29|30|31|32|37|38|43|45|50|53|55|59|62|66|
12InfraGuide This set of resources is a collection of technical best practices and principles to help better inform municipal staff and decision-makers in infrastructure management. It addresses key areas in infrastructure planning, providing a range of resources from highly technical guides to strategic planning tools. While infrastructure management practices and technology have continuously evolved since these documents were developed between 2001 - 2006, many of these best practices continue to be relevant today. FCM makes these resources available so the sector can continue to build on this work. Federation of Canadian MunicipalitiesFederation of Canadian MunicipalitiesTechnical best practice, infrastructure management principles, infrastructure management stratgic planning tool This resource helps municipal administrators and Councillors maximize returns on community infrastructure investments, while being mindful of the social and environmental implications of those decisions. Technical staff can explore the principles and best practices in their specific areas of work, while senior managers, CAOs and elected officials can better understand the principles and governance structures that support better infrastructure planning and maintenance.|1|2|3|4|5|6|7|8|9|10|11|13|14|15|16|17|18|19|22|24|25|26|27|28|29|30|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|60|64|67|
14Improving Financial Sustainability for Local Government  This resource provides information on key financial management topics to assist Councils in making informed budget decisions and to build and maintain financial sustainability. It discusses the use of financial indicators, the role of debt, and strategies and long term financial planning. Western Australian Local Government AssociationWorking for Local Government (WALGA)Financial management, council budget, financial sustainability, financial indicator, financial strategies, financial planning This resource helps Councillors make better informed long-term financial decisions and monitor financial sustainability, as well as municipal administrators seeking to inform them.,-Events-and-Publications/Publications/Local-Government-Economic-Briefing/WAL6893-LG-Finance-Ed-Papers-V3_WEB.pdf.aspx|6|15|19|24|25|26|27|29|30|31|32|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|59|62|68|
20Optimized Decision Making Guidelines: A Sustainable Approach to Managing Infrastructure The Optimised Decision Making Guidelines is a paid resource that provides a step by step guide to developing processes and functions to support optimal decision making across the asset life cycle. It presents the quantitative analysis needed to effectively assess costs and benefits to support decision making in easily accessible formats with guidance on implementation and assessment of the outputs for wider stakeholders. This resource includes over 30 case studies to provide practical examples of the application of the processes and methodologies outlined.VariousNational Asset Management Steering GroupNational Asset Management Steering GroupAsset Life Cycle, Decision Making, Optimization, Quantitative Analysis, Cost Benefit Analysis BookThis resource can support stakeholders and organizations to develop a systematic approach to the decision making across the asset life cycle that features guidance on assessment of the wider benefits and risks associated with decision making such as social and environmental impacts. In addition this resource can support users with selection of appropriate analysis capability to suit individual objectives, context and needs.|5|6|7|8|9|10|15|16|17|18|19|20|21|22|24|25|26|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|56|60|64|68|
21Whole-Life Value Based Decision Making in Asset Management This resource provides guidance on determining the level of spending on assets to maximize value over their lifecycle. It aims to aid decision makers in understanding and defining the value generated by assets, the risks that are inherent to them, and the impact of key decisions. The book: - Delivers a systematic method to map the value generation process - Supports stakeholders in making asset management decisions - Provides guidance to make a decision framework based on value - Illustrates the process' applicability through case studies Institute of Civil Engineers Institute of Civil Engineers Value based methods, risk management, value generation process, asset management decision making, decision framework, case studiesBookThe book helps more experienced practitioners transition their asset management practices beyond introductory risk and cost analysis towards value based methods which are a better reflection of the typical service delivery objectives of municipalities.|5|6|7|9|15|16|17|18|19|20|21|22|24|25|26|68|
22Questions to ask before your municipality considers AM Software This resource succinctly (in two pages) clarifies what asset management software can and cannot do. It also clearly outlines questions that should be asked prior to and during the purchase of asset management software. The questions pertain to the municipality's readiness and matters that should be discussed with suppliers. Federation of Canadian Municipalities Municipal Asset Management ProgramMunicipal Asset Management Program#software, #data, #analytics, #analysis, #modelling, #model, #spreadsheetWhitepaperThis document helps municipalities considering or in the process of purchasing asset management software. It can be used to realign and broaden the drivers and rationale for the purchase and use of software. For example, it can be helpful where a particular person or group within the organization is driving the purchase of asset management software, in isolation or without consideration of broader municipal needs, and can help correct misperceptions of the capabilities and requirements for asset management software tools.|5|6|8|9|15|16|17|18|19|26|27|28|29|30|31|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|58|67|
25Asset Management Manual This resource is an online manual on how asset management principles may be used to support a more efficient approach to maintaining road infrastructure assets. It also covers the implementation and continuous development of road infrastructure asset management. The manual's online structure enables ease of access to its different sections in a way that is akin to an online course. The manual's structure follows an asset management framework comprised of the following four parts: - Management - Data modeling - Planning - Application World Road AssociationWorld Road AssociationRoad infrastructure assets, data modelling, road infrastructure asset management, asset management framework, asset management application, transportation asset examples, online manualManualThis resource helps individuals looking for introductory training on the topic of asset management. It is well suited to those that learn well through an online course format. Originating from a transportation sector entity, most examples are focused on transportation assets, but this does not prevent the applicability and use of this resource by those with non-transportation backgrounds.|1|2|3|4|5|6|7|8|9|10|11|13|14|15|16|17|18|19|20|21|22|24|25|26|28|29|30|31|33|34|37|38|50|51|55|59|64|68|
29The Joy of Governing This resource is a handbook written by former a mayor and a municipal Councillor, directed to elected municipal officials. It provides background information on municipal governance, leadership, and asset management. It also provides the reader information on how they may guide the asset management process from their position on Council.Caleb Moss, Christina BentyYukon Asset Management Community of PracticeYukon Asset Management Community of PracticeMunicipal governance, municipal asset management, councillor roleGuidance documentThis resource helps elected officials seeking to understand the relationship between asset management and their role on Council. Municipal employees that seek to understand asset management from a Councillor's perspective, and support Council in adopting asset management, should also read this resource.|1|10|11|13|14|15|26|27|28|29|33|34|55|58|66|
31Rural-Urban Cost Sharing Toolkit This resource is a step by step guide that outlines the actions that could be taken during the development and implementation of a cost-sharing initiative. It is organized using the six development stages of a cost-sharing initiative: • Relationship-building; • Research and Preparation; • Agreement Selection; • Negotiation • Implementation and Communications • Monitoring and EvaluationAAMDC/AUMAAAMDC/AUMARural Municipalities of AlbertaCost-sharing, relationship building, negotiation, cost sharing implementation, cost sharing evaluation, cost sharing agreementWorkbookThis resource helps those tasked with development and implementation of a cost-sharing initiative, and could be directly leveraged in infrastructure and service sharing.|6|10|14|15|22|26|27|28|29|30|33|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|58|66|
37Asset Management in Saskatchewan (Video),  This resource is a video hosted on YouTube. It provides an overview of asset management, directed towards municipal residents. It highlights the current state of infrastructure, outlines asset management principles and concepts in laymen's terms, connects them to long term sustainability and affordability, and outlines the benefits of adopting asset management. The video is accompanied by a 'Getting Started' Guide. Asset Management SaskatchewanAsset Management SaskatchewanAsset management overview, asset management benefit, asset management video, Video and GuidebookThis resource helps administrators start a conversation about asset management with Council and residents. It allows the readerto introduce the topic of asset management, present its benefits, and explains key asset management concepts for decision makers.|1|11|12|13|14|19|20|26|27|28|29|30|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|
39Asset Management Toolkit This resource combines a range of asset management resources to support rural communities in developing suitable asset management approaches and knowledge and providing access to useful tools to support their asset management activities. Resources include: - Asset Management Introductory Content - Inspection Forms for select asset classes - Guidance on developing asset management plans and policies - Life Cycle Workbook - Developing levels of Service 2018Northwest Territories Association of CommunitiesNorthwest Territories Association of CommunitiesAsset Management Plan, Asset management Life Cycle Management, Asset Management Policy, Rural Communities. Levels of ServiceToolkitThis resource helps practitioners, adminstrators and Councillors in rural, smaller communities who are seeking access to asset management knowledge and content. The templates, tools and forms will help practitioners support their asset management activities, as well as the knowledge and resources outlined by Northwest Territories Association of Communities.|3|18|23|26|27|28|29|33|34|37|46|49|55|59|63|66|
40Asset Management Workbooks for Elected Officials and Municipal Staff This resource is a series of asset management workshops on a variety of asset management subjects to support knowledge building and development of elected officials and senior leadership in rural municipalities. Subjects include: - Asset Management for Elected Officials: The Strategic Basics - Asset Management and Climate Change - Engaging the Public in Asset Management - Communicating Levels of Service - Asset Management Policy - Asset Management and Risk - The Technical Basics  Rural Municipalities of AlbertaRural Municipalities of AlbertaTags: Elected officials, Senior Leadership, Training, Workshops, Workbooks, Introduction to Asset Management. Strategy, Policy, Risk, Technical, levels of Service, Public Engagement, Community Engagement, Rural Communities, Municipalities Presentations / Learning MaterialsThis resource helps senior administrators and Councillors in municipalities of all sizes. These workshops are accompanied by workbooks that provide a structured summary of the subject complete with definitions, exercises and references to supporting materials and tools to elected officials and senior leadership serving rural communities with essential knowledge on these subjects to support community engagement and decision making.|1|4|5|6|10|11|12|14|15|16|17|18|19|22|24|25|26|27|28|29|30|31|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|63|66|
41Municipal Data Works This resource is a data standards platform to develop and manage asset data to support asset management planning through a province wide standard for collection of data. This member service provides a relational non-proprietary data repository for municipalities to build and update their asset management plans. Resources available include: - User Guides - Inventory manuals - Data Conversion training and supports - Bridge Inspection Training and supports - Asset Valuation content and support Ontario Good Roads AssociationOntario Good Roads AssociationOntario Good Roads AssociationData standards platform, asset data, asset data management, provinicial asset management, asset management planning, relational data repository, municipal data repository, inventory manuals, data conversion training, bridge inspection training, asset valuData PlatformThis resource helps practitioners in adopting a structured and standardized approach to managing asset data for planning purposes. Users can benefit from the suite of tools, guidance and training offered within this platform. In addition to the content provided on the platform, users have direct access to technical support for the platform if needed.|3|4|5|6|7|8|15|16|17|18|21|22|23|24|25|26|27|28|29|30|31|32|33|34|37|38|43|50|54|56|59|63|65|
42Cover Your Assets  This resource is an online, self-paced introduction to asset management presenting fundamental information about asset management and how assets support municipal programs and services. Topics featured include: - Define and understand why asset management is important - Understand how the knowledge will assist with decision-making at Council - Understand how asset management will assist in achieving more sustainable communities - Understand your role as Councilor in asset management - The importance of communicating with the public AMOAssociation of Municipalities Ontario Management OntarioAssociation of Municipalities Ontario Management OntarioTags: Introduction to Asset Management, Municipal Asset Management, Asset Management Webinar, Asset Management for Beginners, Asset Management TrainingGuidance documentThis resource helps practitioners seeking easily digestible introductory information on Asset Management principles and how it relates to municipalities and councils. This material can be used for individual development or for a broader objective such as training and education of large groups of stakeholders on asset management.|1|2|11|12|13|14|19|22|24|25|26|27|28|29|30|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|63|67|
43AMOpen Municipal Government Data Repository This resource provides a valuable data repository containing data and information on municipal government programs and services through an accessible open data format that features access to source data and capability to easy to create reports and interactive visualizations. Data and information is presented for the following areas: - Municipal Finance Data: Revenue and expenditure data - Municipal Asset Data: Asset data - Municipal Information & Data Analysis System: Provides 15 years of Financial Information Return Data - Full Data Catalogue - Municipal Boundary Map - Municipal Government Information: Key characteristics of municipalities across Ontario AMOAssociation of Municipalities Ontario Management OntarioAssociation of Municipalities Ontario Management OntarioTags: Municipal Open Source Data, Municipal Finance Data, Municipal Asset Management Data, Municipal Benchmarking, Data RepositoryThis resource helps practitioners of asset management, financial planning, information technology, and other disciplines access information and specific data on these subjects to inform their planning processes, develop options and strategies for management of services, data, reporting and assets. In addition this resource could be used for benchmarking and assessment of the current landscape of these subject categories in Ontario.|5|7|8|11|12|15|16|18|21|23|24|25|26|27|28|29|30|31|32|33|34|35|36|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|54|55|59|63|65|
44AIMnet Solution This resource is a system of integrated computer software. It was developed specifically to meet the asset management planning needs of smaller communities faced with limited funding and in-house resources. It is primarily designed to support the management of linear infrastructure such as roads and water systems. The AIMnet Solution has been developed using the free open-source QGIS software as its base. It is integrated with data storage and analytical tools developed using MS-Excel spreadsheets. It is namely focused on the management Atlantic Infrastructure Management (AIM) NetworkAtlantic Infrastructure Management (AIM) NetworkAtlantic infrastructure management (AIM) NetworkIntegrated computer software, asset management planning tool, small community asset management, roads asset management, water systems asset management, QGIS, state of infrastructure reports, linear infrastructure mapsSoftwareThis resource helps practitioners looking for integrated, open source software and methodologies focused on linear infrastructure management. These are deemed appropriate for smaller communities and those getting started on their asset management journey. The AIMnet Solution should be able to assist in: • Building an inventory of linear infrastructure including water, sanitary, storm and road networks. • Producing hard-copy maps of linear infrastructure. • Providing the municipality with a functional GIS for viewing its linear infrastructure on a desktop computer. • Providing an easy-to-use view and query interface & web-mobile component to facilitate updating data in the field. • Preparing preliminary State of Infrastructure (linear) Reports.|3|5|7|8|9|15|16|17|18|22|23|26|27|28|29|30|31|33|34|35|37|38|39|40|41|42|43|44|45|46|47|48|49|50|51|55|59|63|66|

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