Service Inventory and Overhead Allocation

By Tim Duhamel

Understanding value for taxes requires communicating the services a municipality delivers. Learn how to develop a service inventory and allocate support services for accurate costing.

Register Today!

Course Content

Best practices and the value of identifying municipal services
Process requirements for developing a service inventory – descriptions, scope
Costing methodology for municipal services – understanding the cost of services is essential
Internal facing versus external facing services – identifying both is important from both transparency and planning perspectives
Allocating overhead to external services (fleet, facility maintenance, HR, finance, etc.)
Priorities, messaging, and graphics – understanding service priorities is critical and can help support budget delivery

Course Content
1. Best practices and the value of identifying municipal services
2. Process requirements for developing a service inventory – descriptions, scope
3. Costing methodology for municipal services – understanding the cost of services is essential
4. Internal facing versus external facing services – identifying both is important from both transparency and planning perspectives
5. Allocating overhead to external services (fleet, facility maintenance, HR, finance, etc.)
6. Priorities, messaging, and graphics – understanding service priorities is critical and can help support budget delivery

December 2, 2020

10:00 AM – 11:30 AM MST

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical

Updated: Dec 2, 2020

Duration: 1:38:44

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical

Date: Dec 2, 2020

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Service Inventory and Overhead Allocation

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

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

Read More/Less

About the Author

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Course Description

Municipalities are complex businesses that deliver hundreds of essential and value add services every day. Proper identification of a municipality’s service inventory helps illuminate the value of municipal services to residents and is a valuable planning tool.

Read More/Less

Course Description

Municipalities are complex businesses that deliver hundreds of essential and value add services every day. Proper identification of a municipality’s service inventory helps illuminate the value of municipal services to residents and is a valuable planning tool.
Learn best practices and the value of identifying municipal services, process requirements for developing a service inventory, the costing methodology for municipal services, internal facing versus external facing services, allocating overhead to external services, and how understanding service priorities is critical in today’s challenging financial environment.

Learning Outcomes

Learn how to properly identify a municipality’s service inventory to help illuminate the value of municipal services to residents
Learn how to develop and build a quality service inventory using an effective process
Learn how to develop an accurate service costing model

Read More/Less

Learning Outcomes
- Learn how to properly identify a municipality’s service inventory to help illuminate the value of municipal services to residents
- Learn how to develop and build a quality service inventory using an effective process
- Learn how to develop an accurate service costing model
- How to clearly identify both internal facing and external facing services for both transparency and planning perspectives, and to justify value for taxes that residents enjoy each day
- Learn how to develop the model to accurately allocate overhead costs to end services
- How messaging, priorities, and the utilization of graphics can help support budget delivery

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…

Service Inventory and Overhead Allocation

Understanding value for taxes requires communicating the services a municipality delivers. Learn how to develop a service inventory and allocate support services for accurate costing.

Register Today!

Course Content

December 2, 2020

10:00 AM – 11:30 AM MST

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical

Updated: Dec 2, 2020

Duration: 1:38:44

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical

Date: Dec 2, 2020

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

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.

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

Municipalities are complex businesses that deliver hundreds of essential and value add services every day. Proper identification of a municipality’s service inventory helps illuminate the value of municipal services to residents and is a valuable planning tool.

Learning Outcomes

Learn how to properly identify a municipality’s service inventory to help illuminate the value of municipal services to residents

Learn how to develop and build a quality service inventory using an effective process

Learn how to develop an accurate service costing model

How to clearly identify both internal facing and external facing services for both transparency and planning perspectives, and to justify value for taxes that residents enjoy each day

Learn how to develop the model to accurately allocate overhead costs to end services

How messaging, priorities, and the utilization of graphics can help support budget delivery

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…