Capital Budgeting 101

By Tim Duhamel

Learn the requirements for high quality capital budgeting and planning!

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Course Content

  1. Capital budget vs. capital plan
  2. Capital budget structure
  3. Annual capital process
  4. Basics of funding – sources and how funding plans are developed
  5. Capital budget process and timeline
  6. Prioritizing a capital plan and criteria used
  7. Integrating input from internal and public communication
  8. Review of all funding sources
  9. Review of debt as a financing source
  10. How to build a funding plan with a strategic emphasis
  11. Cash-flow financing; leveraging future funding sources
  12. Capital business cases

Course Info


PD Credits: 1.5

Category: Budgeting

Updated: May 15, 2019

Duration: 1:34:37

Course Synopsis

Capital Budgeting 101

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.
He is a municipal veteran whose career has spanned over 21 years.
His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.


Course Description

Understand the complexity of a municipality and the role of capital in the delivery of municipal services.  Learn basic structure and differences between a capital budget and capital plan, interaction between capital budgeting, long-term planning, and tangible capital assets and asset management.

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Learning Outcomes

  • Capital budget vs. capital plan

  • Learn essential principles and best practices for good capital budgeting and planning

  • Capital budget structure (asset category, dept, asset type, funding, etc.) – template provided!

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Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.


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