Funding/Financing Capital Budgets

By Tim Duhamel

Learn how to develop a funding strategy for your capital budget and long term capital plan!

Register Today!

Course Content

Capital funding importance – planning for and maintaining capital assets are essential for municipal long-term sustainability
Gain an understanding of each capital budget funding source – grants, reserves, development charges, tax/utility rate support, community contributions, and debt
Funding pool and capital gap
Learn funding strategies for maintenance and growth
Learn how to develop a capital funding strategy for your municipality
Capital planning policy and communication

Course Content
1. Capital funding importance – planning for and maintaining capital assets are essential for municipal long-term sustainability
2. Gain an understanding of each capital budget funding source – grants, reserves, development charges, tax/utility rate support, community contributions, and debt
3. Funding pool and capital gap
4. Learn funding strategies for maintenance and growth
5. Learn how to develop a capital funding strategy for your municipality
6. Capital planning policy and communication

February 10, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$175.00

PD Credits: 1.5

Category: Budgeting

Date: Feb 10, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Funding/Financing Capital Budgets

Course Info

Price:$175.00

PD Credits: 1.5

Category: Budgeting

Updated: Feb 10, 2021

Duration: 1:39:27

Course Synopsis

Funding/Financing Capital Budgets

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

Mauricio Reyes is a Chartered Professional Accountant (CPA),

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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.

Mauricio Reyes is a Chartered Professional Accountant (CPA), a Certified Asset Management Professional (CAMP), and is the Senior Manager of Financial Services at the City of Lacombe.
He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.
He deeply interested in understanding how his role as a Finance officer can be used in Asset Management.

About the Author

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About the Author

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Course Description

Capital budget and long-term capital planning priorities are necessary due to limited funding sources. Sustainable funding strategies require the analysis and matching of capital needs to appropriate funding sources. Reserve, grant, development charges, tax/utility rate, and debt management strategies are all critical components of an overall funding strategy.

Read More/Less

Course Description

Capital budget and long-term capital planning priorities are necessary due to limited funding sources. Sustainable funding strategies require the analysis and matching of capital needs to appropriate funding sources. Reserve, grant, development charges, tax/utility rate, and debt management strategies are all critical components of an overall funding strategy.
Learn how to develop a funding strategy for your capital budget and long term capital plan, gain an understanding of each capital budget funding source, learn reserve, grant, and debt management strategies, and learn funding strategies for maintenance, growth, and service.

Learning Outcomes

Learn about capital funding importance and why having strategies to fund capital plans is a critical component of any long-term capital plan
Gain an understanding of each capital budget funding source (grants, reserves, development charges, tax/utility rate support, community contributions, and debt)
Learn how to calculate the funding pool and capital gap for your municipality

Read More/Less

Learning Outcomes
- Learn about capital funding importance and why having strategies to fund capital plans is a critical component of any long-term capital plan
- Gain an understanding of each capital budget funding source (grants, reserves, development charges, tax/utility rate support, community contributions, and debt)
- Learn how to calculate the funding pool and capital gap for your municipality
- Learn funding strategies for maintenance and growth and how to analyze your capital plan and link projects to appropriate funding sources
- Learn how to develop strategies for each funding component and integrate them into an overall funding strategy to support your municipality’s capital planning needs
- Learn how to create effective policy that supports long-term capital plan goals and how to communicate effectively with stakeholders

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)

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…

Funding/Financing Capital Budgets

Learn how to develop a funding strategy for your capital budget and long term capital plan!

Register Today!

Course Content

February 10, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$175.00

PD Credits: 1.5

Category: Budgeting

Date: Feb 10, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Budgeting

Updated: Feb 10, 2021

Duration: 1:39:27

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

Mauricio Reyes is a Chartered Professional Accountant (CPA),

a Certified Asset Management Professional (CAMP), and is the Senior Manager of Financial Services at the City of Lacombe.

He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.

He is he deeply interested in understanding how his role as a Finance officer can be used in Asset Management.

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.

Course Description

Learn how to develop a funding strategy for your capital budget and long term capital plan, gain an understanding of each capital budget funding source, learn reserve, grant, and debt management strategies, and learn funding strategies for maintenance, growth, and service.

Learning Outcomes

Learn about capital funding importance and why having strategies to fund capital plans is a critical component of any long-term capital plan

Gain an understanding of each capital budget funding source (grants, reserves, development charges, tax/utility rate support, community contributions, and debt)

Learn how to calculate the funding pool and capital gap for your municipality

Learn funding strategies for maintenance and growth and how to analyze your capital plan and link projects to appropriate funding sources

Learn how to develop strategies for each funding component and integrate them into an overall funding strategy to support your municipality’s capital planning needs

Learn how to create effective policy that supports long-term capital plan goals and how to communicate effectively with stakeholders

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…