Reserve Policy Essentials

By Tim Duhamel

This course will deliver everything required to provide your municipality with an effective reserve policy. Included are the essentials for determining optimal reserve balances.

Register Today!

Course Content

Relationship of the business of land development and municipalities
Overview of statutory plans
Roles and responsibility in land use planning
Municipal Development Plan (MDP)
Area Structure Plan (ASP)
Linkage of long term tax strategy, capital budget/planning and operating budget
Land Use Bylaw
Offsite levies defined – offsite vs. onsite infrastructure
Math behind development charges explained
Development risks
Offsite levy bylaw
Communication with the public

Course Content
1. Relationship of the business of land development and municipalities
2. Overview of statutory plans
3. Roles and responsibility in land use planning
4. Municipal Development Plan (MDP)
5. Area Structure Plan (ASP)
6. Linkage of long term tax strategy, capital budget/planning and operating budget
7. Land Use Bylaw
8. Offsite levies defined – offsite vs. onsite infrastructure
9. Math behind development charges explained
10. Development risks
11. Offsite levy bylaw
12. Communication with the public

July 5, 2023

10:00 AM – 11:30 AM MST

Course Info

Price:$199.00

PD Credits: 1.5

Category: Technical

Date: July 5, 2023

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

About the Author

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.

Policy,Text,On,Desk,Office.business,Management,And,Strategy,Of,Organization

Course Description

This course will deliver everything required to provide your municipality with an effective reserve policy.

Course Description

Who Should Attend?

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

Elected officials, CAO’s, planners, and finance officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

Who Should Attend?

Training 8

Training 3

Career Development 5 (3)

Training 2 (3)

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…

Bloom Course 6b

Bloom Course 2b

Bloom Course 3b