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.
- 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
December 2, 2020
10:00 AM – 11:30 AM MST
PD Credits: 1.5
Updated: Dec 2, 2020
PD Credits: 1.5
Date: Dec 2, 2020
Time: 10:00 AM – 11:30 AM MST
About the Author
Tim Duhamel is the founder and President of Bloom Centre of
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.
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.
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.
BLOOM can customize courses for your needs.
Some topics include:
Questions? Get in touch…