Development Offsite Levies Accounting

By Tim Duhamel, Stephanie Porter

Learn about detailed development levy accounting. This is must have knowledge for professionals dealing with municipal development challenges!

Register Today!

In Alberta (GFOA)

Outside Alberta

Course Content

An overview of MGA legislation related to development charges
Basic theory, as well as levy calculation inputs and math
Detailed calculations and accounting for development levies
How levy models work behind the scenes to limit risk
How to calculate the cost of a levy and conduct risk analysis
Detailed accounting of debt for front ended projects
Detailed account journal entries required for development levies
Debt financing related to development levies, debt management, legal obligations, and risk
Understand the impact of using grants to fund development projects

Course Content
1. An overview of MGA legislation related to development charges
2. Basic theory, as well as levy calculation inputs and math
3. Detailed calculations and accounting for development levies
4. How levy models work behind the scenes to limit risk
5. How to calculate the cost of a levy and conduct risk analysis
6. Detailed accounting of debt for front ended projects
7. Detailed account journal entries required for development levies
8. Debt financing related to development levies, debt management, legal obligations, and risk
9. Understand the impact of using grants to fund development projects

Course Info

Price:$175.00

PD Credits: 1.5

Category: Reporting

Updated: Feb 26, 2020

Duration: 1:37:57

Course Synopsis

Development Offsite Levies Accounting – In Depth

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Read More/Less

About the Author

Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and

Read More/Less

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.

Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and external auditor with Metrix Group LLP.
She has a passion for education and is a course developer and instructor for the University of Alberta in addition to her work at Bloom.
She is the lead Associate of curriculum development and instruction for Bloom’s reporting and audit stream.

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.

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Course Description

This webinar covers in depth financial details and accounting for development levies, an overview of MGA legislation related to development charges, basic theory, as well as levy calculation inputs and math, with levy calculation sample Excel templates provided!

Read More/Less

Course Description

This webinar covers in depth financial details and accounting for development levies, an overview of MGA legislation related to development charges, basic theory, as well as levy calculation inputs and math, with levy calculation sample Excel templates provided!
Detailed accounting of debt for front ended projects, revenue recognition, detailed account journal entries required for development levies, financial impacts, process requirements, subsidization implications, and legal considerations will also be covered.

Learning Outcomes

Learn detailed calculations and accounting for development levies
Learn how levy models work behind the scenes to limit risk
Learn how to calculate the cost of a levy and conduct risk analysis for decision making

Read More/Less

Learning Outcomes
- Learn detailed calculations and accounting for development levies
- Learn how levy models work behind the scenes to limit risk
- Learn how to calculate the cost of a levy and conduct risk analysis for decision making
- Revenue recognition and the relationship between deferred revenue and accumulated surplus
- Detailed account journal entries required for development levies, with examples
- Learn about debt financing related to development levies, debt management, legal obligations, and risk
- Financial impacts, process requirements, subsidization implications, and legal considerations
- Understand the impact of using grants to fund development projects

Who Should Attend?

A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!

The webinar focus is on the professional development needs of any municipal financial professional and senior executive.

Who Should Attend?

Register Today!

In Alberta (GFOA)

Outside Alberta

BLOOM can customize courses for your needs.

Some topics include:

Financial Planning & Management
- Municipal risk and opportunity reviews
- Financial condition assessments
- Budget process reviews and development
- Priority based budgeting
- Program and service costing
- Operating budget forecasting and financial solution development
- Asset management
- Capital budget development and prioritization
- Capital plan development and prioritization
- Capital plan funding strategies (debt, grants, reserves, operating budget)
- Long term financial plan development
- Municipal price inflation (MPI) development
- User fee and permit reviews
- Development levy plans
- Grant research and application support

Strategic Business Planning
- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies

Education & Mentorship
- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship

Project & Change Management
- Project plans
- Change management plans and facilitation
- Services reviews

Advocacy
- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations

Communications
- Communication plans and strategies
- Facility sponsorship packages
- Narrative process development (budgets, strategic plans, business plans)
- Business plan writing
- Budget communication support
- Media releases
- Media strategy
- Newsletter development
- Public survey development
- Business case development

Environment
- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support

Questions? Get in touch…

Development Offsite Levies Accounting

Learn about detailed development levy accounting. This is must have knowledge for professionals dealing with municipal development challenges!

Register Today!

Course Content

Course Info

Price:$175.00

PD Credits: 1.5

Category: Reporting

Updated: Feb 26, 2020

Duration: 1:37:57

Course Synopsis

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.

About the Author

Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and

external auditor with Metrix Group LLP.

She has a passion for education and is a course developer and instructor for the University of Alberta in addition to her work at Bloom.

She is the lead Associate of curriculum development and instruction for Bloom’s reporting and audit stream.

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

This webinar covers in depth financial details and accounting for development levies, an overview of MGA legislation related to development charges, basic theory, as well as levy calculation inputs and math, with levy calculation sample Excel templates provided!

Detailed accounting of debt for front ended projects, revenue recognition, detailed account journal entries required for development levies, financial impacts, process requirements, subsidization implications, and legal considerations will also be covered.

Learning Outcomes

Learn detailed calculations and accounting for development levies

Learn how levy models work behind the scenes to limit risk

Learn how to calculate the cost of a levy and conduct risk analysis for decision making

Revenue recognition and the relationship between deferred revenue and accumulated surplus

Detailed account journal entries required for development levies, with examples

Learn about debt financing related to development levies, debt management, legal obligations, and risk

Financial impacts, process requirements, subsidization implications, and legal considerations

Understand the impact of using grants to fund development projects

Who Should Attend?

A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!

The webinar focus is on the professional development needs of any municipal financial professional and senior executive.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…