Request for Proposal – Develop Strategic Asset Management Policy Templates & Municipal Case Studies

Request for Proposal – Develop Strategic Asset Management Policy Templates and Manual aligned with the Municipal Asset Management Planning Regulation

Case studies of select municipalities’ experience with the Strategic Asset Management Policy Templates

Municipal Finance Officers’ Association of Ontario (MFOA), established in 1989, is the professional association of municipal finance officers with more than 2,300 individual members.  We represent individuals who are responsible for handling the financial affairs of municipalities and who are key advisors to councils on matters of finance policy.

MFOA promotes the interests of our members in carrying out their statutory and other financial responsibilities through advocacy, information sharing, networking opportunities, and through the promotion of fiscal sustainability. We also provide members with training and education to enable continuous professional development and to support excellence in municipal finance.

We are looking to engage the services of a consultant (or consulting firm):

  • to develop strategic asset management (AM) policy templates that meet the requirements and recommendations set out in the proposed and ultimately final Ontario AM regulation. The proposed AM regulation is listed on Ontario’s regulatory registry and comments are due July 24, 2017 (http://www.ontariocanada.com/registry/). The final version of the regulation is expected to be approved in fall 2017. 
  • to test the templates with up to 12 municipalities and develop tailored policies for the participating municipalities, as well as; 
  • to develop a stand-alone manual that provides context and highlights the main points of each component of AM policies as per the regulation. The intent is for users to be able to use the manual and the policies separately or together. The AM policies manual will contain links to the related policies, where appropriate.    

Any questions regarding the proposal process, format of the response, or service requirements can be directed to Shira Babins, Manager of Policy at (416) 270-5233 or by email at [email protected].

All final proposals must be submitted electronically to [email protected] no later than 4pm on June 16, 2017.

Final proposals will not be accepted after the date and time designated above. Please make sure the email subject line includes “RFP – MFOA Strategic AM Policies”.

Municipal Finance Officers’ Association of Ontario

2169 Queen St East, 2nd Floor

Toronto, ON M4L 1J1

MFOA reserves the right, without prejudice, to reject any or all proposals submitted and to determine the firm that is best qualified to provide the required services to the Association. The proposal must be valid for 30 days to allow time for review and Association approval.

Jun 16, 2017