Municipal Assessment

By Tim Duhamel

Learn the fundamentals of the assessment process, municipal assessment best practices and how to approach assessment disputes!

Register Today!

Course Content

Municipal assessment and assessment process fundamentals
Assessment best practices in relation to municipal assessment and how to approach assessment disputes
Assessment classes – how to strategically apply mill rates
Assessment calculation basics
Tax rate bylaw math – market/revenue neutrality will be covered
Assessment challenges
How to communicate the assessment process to Council and the public

Course Content
1. Municipal assessment and assessment process fundamentals
2. Assessment best practices in relation to municipal assessment and how to approach assessment disputes
3. Assessment classes – how to strategically apply mill rates
4. Assessment calculation basics
5. Tax rate bylaw math – market/revenue neutrality will be covered
6. Assessment challenges
7. How to communicate the assessment process to Council and the public

November 17, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical/Other

Updated: Jan 7, 2022

Duration: 1:36:46

Course Synopsis

Municipal Assessment

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical/Other

Date: Nov 17, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Municipal Assessment

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),

Read More/Less

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

Read More/Less

About the Author

Read More/Less

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Course Description

This course will demystify the fundamentals of municipal assessment and the assessment process. Learn about assessment best practices and how to approach assessment disputes. Learn about the different assessment classes, assessment calculation basics, tax rate bylaw math, and assessment challenges.

Read More/Less

Course Description

This course will demystify the fundamentals of municipal assessment and the assessment process. Learn about assessment best practices and how to approach assessment disputes. Learn about the different assessment classes, assessment calculation basics, tax rate bylaw math, and assessment challenges.
Explaining municipal assessment to stakeholders can be a challenge. Learn how to use common language to support engagement related to assessment education with council and the public and how it affects the budget process.

Learning Outcomes

Learn the fundamentals of the assessment process
Learn assessment best practices in relation to municipal assessment and how to approach assessment disputes
Learn about the different assessment classes and how to strategically apply mill rates to overcome short and long-term budget challenges

Read More/Less

Learning Outcomes
- Learn the fundamentals of the assessment process
- Learn assessment best practices in relation to municipal assessment and how to approach assessment disputes
- Learn about the different assessment classes and how to strategically apply mill rates to overcome short and long-term budget challenges
- How assessments are arrived at for residential properties
- Learn the fundamentals behind tax rate bylaws and the relationship between assessment fluctuations and mill rates
- Learn about the assessment challenge process for residential and business/industrial/linear properties
- How to use common language to support engagement related to assessment education with council and the public

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…

Municipal Assessment

Learn the fundamentals of the assessment process, municipal assessment best practices and how to approach assessment disputes!

Register Today!

Course Content

November 17, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical/Other

Updated: Jan 7, 2022

Duration: 1:36:46

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical/Other

Date: Nov 17, 2021

Time: 10:00 AM – 11:30 AM MST

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

This course will demystify the fundamentals of municipal assessment and the assessment process. Learn about assessment best practices and how to approach assessment disputes. Learn about the different assessment classes, assessment calculation basics, tax rate bylaw math, and assessment challenges.

Explaining municipal assessment to stakeholders can be a challenge. Learn how to use common language to support engagement related to assessment education with council and the public and how it affects the budget process.

Learning Outcomes

Learn the fundamentals of the assessment process

Learn assessment best practices in relation to municipal assessment and how to approach assessment disputes

Learn about the different assessment classes and how to strategically apply mill rates to overcome short and long-term budget challenges

How assessments are arrived at for residential properties

Learn the fundamentals behind tax rate bylaws and the relationship between assessment fluctuations and mill rates

Learn about the assessment challenge process for residential and business/industrial/linear properties

How to use common language to support engagement related to assessment education with council and the public

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…