Environmental Finance Center at Sac State

Asset Management

Asset Management is a key process for tracking system components and planning operations and maintenance. It supports prioritization and planning efforts, and provides a verifiable procedure for developing current and future program costs that inform long-term investments. Asset management can also assist utilities and communities in developing sustainable revenue sources for infrastructure systems.


Fiscal Sustainability Plan/Asset Management Plan (FSP/AM) Template and Tool

Download the Fiscal Sustainability and Asset Management Plan template and toolkit for small water and wastewater systems. The tool provides a starting point when developing asset management plans. It helps track ongoing costs and keep budgets on track throughout the life of a system. A sample tool filled out with a hypothetical system scenario is included to provide examples for working with the blank version.

Asset Management is key for tracking system components and planning operations and maintenance. It can support prioritization and planning efforts, as well as assist utilities and communities in developing sustainable revenue sources for infrastructure systems.

Download the FSP/AM files

A Toolkit for Stormwater Asset Management and Funding

The EFC supports utilities and communities to build capacity for asset management through tools and technical assistance. We developed a free toolkit for asset management in municipal stormwater programs. The toolkit includes a guidance report and worksheets that help record data on system assets, from pipes to gutters to green infrastructure. The toolkit helps prioritize maintenance needs and estimate long-term costs and revenues from rates.

Toolkit for Stormwater Asset Management and Funding

Asset Management Training and Workshops

We offer training and workshops to communities on asset management and utility performance, including a webinar on indicators of financial and technical performance for water supply utilities.

The EFC also co-hosted a Stormwater Asset Management Forum in 2019. Information, including presentations and recording are available under our Stormwater TMF Forums.

Training and Workshops

Building Capacity in Communities Blog

The EFC staff is always happy to share our wide-ranging experiences and perspectives from our work assisting communities to build capacity in their environmental and public health programs, and blog posts give us a great way to offer some quick insight and overviews on general and specific topics as well as short discussions of the advantages and disadvantages of approaches and products. You can also read our thoughts on developing technologies, polices, and practices and see how our services are being used around EPA Region 9. We also contribute to the blog collection hosted by the EFCN. Hope you enjoy reading!


Field Data Collection Apps

Asset Management Field Data Collection Apps

The EFC works with partners to provide technical assistance for using GIS and software to support asset management, including mobile apps for collecting field data on system assets.