Tool Shed: Financial Management

Financial Management

One of the oft-repeated concerns expressed by park and recreation administrators is the availability of sufficient financial resources for operational and capital expenses. As a result, preventative maintenance and appropriate expenditures often get tabled, become deferred, or are ignored. This area contains resources applicable to explore strategies for creative financing among exemplary park and recreation agencies, learn more about potential grant opportunities, and investigate alternative approaches to funding.

SAMPLE - RFP for Town-wide Facilities Management Services

Town of Southwest Ranches, 2020

The Department is soliciting proposals from qualified and experienced firms for all material, labor, tools, equipment, machinery and supplies necessary for town-wide facilities maintenance services.

SAMPLE - RFP for Town-wide Parks and Property Maintenance Services

Town of Southwest Ranches, 2020

The Department is soliciting proposals from qualified and experienced firms for the Town Wide Parks and Property Maintenance Services including the furnishing of all labor, materials, tools, equipment, machinery and services for proper maintenance which for the purposes of this RFP, shall include, but is not limited to litter, trash, debris removal and proper disposal, mowing, edging, hedge trimming, selective trimming, tree maintenance, and various other maintenance tasks.

SAMPLE - RFP Asset Management Plan Update

City of St. Joseph, 2021

The City invites interested Consultants to submit information regarding their experience, qualifications, and fees for providing professional services for an Asset Management Plan Update.

SAMPLE - RFP - Golf Course Management and Operation Services

Morris County Park Commission, 2013

The intent of this Request For Proposal is to select a Golf Management firm tooperate, maintain and market the public golf courses owned by the park commission.

SAMPLE - RFP for Campground Improvement Project

Helix Water District, 2020

RFP is requesting proposals to provide evaluation, predesign, and design engineering/architectural services for a campground improvement project.This request for proposals describes the project, the required scope of services, the proposal submittal requirements, and the Consultant selection process.

SAMPLE - RFP Aquatic Facility Management

City of Aransas Pass, 2014

The scope of work is to provide pool management services for the aquatic center - including swim lessons, swim team, and public swimming times.

Park Maintenance Funding

Cosumnes Parks & Recreation, 2020

Cosumnes Community Services District (CSD) relies on different funding sources to plan, construct and maintain these facilities. Construction is generally funded through agreements with community developers, such as park impact fees. Maintenance is funded by property owners through Landscape and Lighting (L&L) assessments.

2019 Asset Management Award - Bend Parks & Recreation District

Oregon Recreation and Park Association, 2019

Bend Parks and Recreation District won the ORPA Asset Management Award for 2019

Complete Communities Toolbox

University of Delaware, 2013

The Delaware Complete Communities Planning Toolbox aims to help build local government capacity to develop: complete-communities planning approaches, community-design tools, and public engagement strategies.

Sample Level of Care Cost Estimate Budgeting Sheet

Great Rivers Greenway, 2020

"The following are ""Programmatic level"" estimates of annualized LOC O&M Cost and Capital Repair Cost to be estimated at the Planning, Design and Constructed stages of development."

What is an Asset? What is Asset Management?

Structured Change, 2017

This video will explain in the simplest terms what an Asset is and what Asset Management is. By considering a “whole of life” perspective of an Asset we are considering Asset Management. If you're a Change Manager you need to understand Asset Management!

How to track your data with Excel

ForeverMore Training

This video demonstrates practical ways to implement a simple maintenance log using Excel.

Model Maintenance and Operation Agreement with Commentary

Pennsylvania Land Trust Association

This model document with commentary is intended to help local governments and nonprofit organizations better define their partnerships for providing outdoor recreational opportunities to the public and lessen the possibility of misunderstandings when carrying out their respective activities, tasks, and duties.

Alabama's Gulf State Park Master Plan

Gulf State Park

This sample Park Master Plan considers operational recommendations to support the physical enhancements, ensuring maximum long-term park revenue potential.

Hammonds Rocks - Graffiti Cleanup Case Study

Pennsylvania Parks & Forests Foundation

This case study outlines the collaborations and logistical steps required to coordinate successful clean-up efforts.