HomeMy WebLinkAbout24 062 - Strategic Asset Management Policy By-lawTHE CORPORATION OF THE MUNICIPALITY OF KINCARDINE
Being a By-law to Adopt a Strategic Asset Management Policy for
The Corporation of the Municipality of Kincardine
Whereas pursuant to the said Municipal Act, Sections 8 and 9 provides that a municipality
has the capacity, rights, powers and privileges of a natural person for the purpose of
exercising its authority under this or any other Act; and
Whereas Section 270 (1) of the Municipal Act 2001, S.O. 2001, c. 25, as amended,
requires a municipality to adopt and maintain a policy with respect to the manner in which
the municipality will try to ensure that it is accountable to the public for its actions, and the
manner in which the municipality will try to ensure that its actions are transparent to the
public; and
Whereas the Council of the Corporation of the Municipality of Kincardine desires to adopt
a new Strategic Asset Management Policy; now therefore be it
Resolved that the Council of The Corporation of the Municipality of Kincardine Enacts
as follows:
1. That the Strategic Asset Management Policy for The Municipality of Kincardine,
attached hereto as Schedule `A' and forming part of this By-law be adopted.
2. That this By-law shall come into full force and effect upon its final passing.
3. That all other Policies passed by By-law and Resolution inconsistent with this By-
law, be repealed.
4. That By-law may be cited as the "Strategic Asset Management Policy By-law".
Read a First, Second and Third Time and Finally passed this 24th day of April, 2024.
Kenneth Craig Jennifer Lawrie
Signed with Consign0 Cloud (2024/04/2, • Signed with ConsiVO Cloud (2024/04/30)
Ver;dWr,h verifio.com or Adobe Reader. Verifywith verifio.com or Adobe Reader.
Mayor
Clerk
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Schedule `A'
Policy No.: FIN.06
Section: Your Government and People
Policy Title: Strategic Asset Management Policy
Adopted Date: April 24, 2024
By-law No.: 2024 - 062
Revision Date:
1. Purpose
The purpose of this policy is to provide leadership in and commitment to the
development and implementation of the Municipality's asset management
program. It is intended to guide the consistent use of asset management across
the organization, to facilitate logical and evidence -based decision -making for the
management of municipal infrastructure assets and to support the delivery of
sustainable community services now and in the future.
Through sound asset management practices, staff, Council and the community
can be assured that these assets are maintained to meet desired service levels
in the most cost effective and efficient manner.
The objectives of the asset management policy are to:
a) Provide a framework for implementing asset management to enable a
consistent and strategic approach at all levels of the organization;
b) Provide guidance to staff responsible for asset management;
c) Communicate to stakeholders the management principles and approach
endorsed by the Municipality;
d) Provide transparency and demonstrate to stakeholders the legitimacy of
decision -making processes which combine strategic plans, budgets,
service levels, and risks; and
e) Commit the Municipality to support the implementation of asset
management methods that are consistent with the organization and meet
the Council's priority objectives.
2. Scope
2.1. This policy applies to all tangible capital assets owned by and/or managed by
the Municipality which support the provision of services, as well as all assets
which are being planned for the future provision of services.
2.2. The Municipality will use a service -based (qualitative) perspective when
applying this policy to municipal assets, rather than a monetary value
(quantitative). The service -focus intent of this policy differentiates its
requirements for identifying assets from the capitalization thresholds which
are developed for the purposes of financial reporting.
3. Definitions
For the purposes of this policy, the following definitions are used:
"Asset Management" shall mean a formalized and integrated approach to
planning and budgeting for municipal infrastructure needs, which considers a
wide variety of data from across an organization with the long-term vision of the
community in mind.
"Asset Management Plan" shall mean a detailed plan that outlines how assets
will be managed in one or more service areas. An asset management plan
identifies how assets will be maintained and renewed, and the cost, level of
service and risk considerations in each service area.
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"Capitalization Threshold" shall mean the value of a municipal infrastructure
asset at or above which a municipality will capitalize the value of it and below
which it will expense the value of it.
4. Procedure/Policy
The Municipality's mission is to provide quality services that address the needs of
our citizens, provide long-term sustainability, and improve the well-being of the
community. This policy formalizes the Municipality's commitment to asset
management, aligns its asset management actions with strategic goals and
objectives, and provides direction to guide Council and staff in carrying out its
strategies, plans and activities, in order to achieve our mission.
Asset management planning will not replace existing Strategic Plans, Financial
Plans and policies. Instead, asset management planning will complement and
align with these initiatives in order to support the Municipality in achieving it's
objectives.
4.1. Guiding Principles
The Municipality shall adopt the following principles in managing its infrastructure
assets:
a) Forward looking: Infrastructure planning and investment shall take a
long-term view, taking into account the demographic and economic trends
in the region.
b) Budgeting and Planning: Infrastructure planning and investment should
take into account any applicable budgets or fiscal plans, such as fiscal
plans released under the Fiscal Sustainability, Transparency and
Accountability Act, 2019 and budgets adopted under Part VII of
the Municipal Act, 2001.
c) Prioritizing: The Municipality shall clearly identify infrastructure priorities
which will drive investment decisions.
d) Economic Development: The Municipality shall promote economic
competitiveness, productivity, job creation and training opportunities.
e) Health and Safety: The Municipality shall ensure that the health and
safety of workers involved in the construction and maintenance of
infrastructure assets is protected.
f) Innovation: The Municipality shall foster innovation by creating
opportunities to make use of innovative technologies, services and
practices, particularly where doing so would utilize technology, techniques
and practices developed in Ontario.
g) Transparency: The Municipality shall be evidence -based and
transparent, and shall make decisions with respect to infrastructure based
on information that is publicly available. The Municipality shall also share
information with implications on infrastructure and investment decisions
with the Government and broader public sector entities.
h) Consistency: The Municipality shall ensure the continued provision of
core public services.
i) Integration: Where provincial or municipal plans or strategies have been
established in Ontario, under an Act or otherwise, but do not bind or apply
to the Municipality, the Municipality should nevertheless be mindful of
those plans and strategies and make investment decisions regarding
infrastructure that support them, to the extent that they are relevant.
j) Environmentally Conscious: The Municipality shall minimize the impact
of infrastructure on the environment by:
i. Respecting and helping maintain ecological and biological diversity;
ii. Augmenting resilience to the effect of climate change; and
iii. Endeavoring to make use of acceptable recycled aggregates.
k) Community Focused: The Municipality shall promote community
benefits, being the supplementary social and benefits arising from an
infrastructure project that are intended to improve the well-being of a
community affected by the projects, such as
i. Local job creation and training opportunities;
ii. Improvement of public space within the community; and
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iii. Promoting accessibility for persons with disabilities.
4.2. Responsibility
This policy requires the commitment of key stakeholders within the Municipality's
organizational structure. The following passages outline the persons responsible
for the Municipality's asset management program:
a) Council: On behalf of citizens, Council will be entrusted with the
responsibility of overseeing the management of the Municipality's assets.
Council will approve the asset management planning documents and
required updates by resolution, every five years, as well as review
implementation of the plan as part of the annual budget process.
The review will address:
i. The Municipality's progress in implementing its asset
management plan;
ii. Any factors impeding the Municipality's ability to implement
its asset management plan; and
iii. A strategy to address the factors described in clause (b).
Council will support efforts to improve the plan and ensure it includes
changes necessitated by updates to other Municipal strategic
documents.
b) Senior Leadership Team: The Senior Leadership Team is responsible
for asset management planning activities that fall within each service area
and in support of others. This includes:
i. Ensuring that adequate resources are available to
implement and maintain core asset management practices;
ii. Provide departmental staff coordination;
iii. Develop and monitor levels of service and make
recommendations to Council; and
iv. Track, analyze and report on asset management program
progress and results.
c) Director of Corporate Services/Treasurer: The Director of Corporate
Services/Treasurer will assume the lead role and be responsible for the
reporting on activities related to the management of the Municipality's
assets. This includes:
i. Managing the policy and policy updates;
ii. Providing organization -wide leadership in asset
management practices and concepts;
iii. Monitoring levels of service; and
iv. Coordinating and tracking asset management program
implementation and progress.
4.3. Budgeting
The Municipality will consider the asset management plan in the development of
the Municipality's budget or of any long-term financial plans of the Municipality
that take into account municipal infrastructure assets.
The Municipality will ensure that asset management planning aligns with
financial plans related to the Municipality's water and wastewater assets. The
alignment will stem from common analytical methods and common data
sources used.
Service levels will be reviewed to ensure that they are appropriate, based on
the Municipality's ability to afford the proposed levels of services.
The asset management plan will be used as a resource to:
a) Identify all potential revenues and costs (including operating,
maintenance, replacement and decommissioning) associated with
forthcoming infrastructure asset decisions;
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b) Evaluate the validity and need of each significant new capital asset,
including considering the impact on future operating and replacement
costs; and
c) Incorporate new revenue tools and alternative funding strategies where
possible.
4.4. Stakeholder Engagement
The Municipality recognizes the need and value of stakeholder input into the
planning process. It will foster informed dialogue and engagement using the
best available information.
5. Related Documents/Legislation
a) O.Reg. 588/17 Asset Management Planning for Municipal Infrastructure
Assets
b) Infrastructure for Jobs and Prosperity Act, 2015
6. Reviewing and Updating
The Regulation requires this policy be reviewed at least every 5 years and
updated as required. This policy shall be reviewed no later than 2029.