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
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- 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
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.
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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.
-
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
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.
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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.
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.
-
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
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
-
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.
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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.
BLOOM can customize courses for your needs.
Some topics include:
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- 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
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- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies
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- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship
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- Project plans
- Change management plans and facilitation
- Services reviews
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- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations
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- 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
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- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support
Questions? Get in touch…
