Capital Budgeting & Infrastructure Finance

Training Type: 
Live Training
Course Status: 
Repeat Offering
Date and Time: 
Jun 4 2018 - 8:30am to 4:30pm  PDT
Jun 5 2018 - 8:30am to 4:30pm  PDT
Region: 
Pacific
Location: 

Seattle, WA (Hyatt Regency Lake Washington at Seattle's Southport)

1053 Lake Washington Boulevard North
Renton, WA 98056
United States
Phone: 
Level: 
Intermediate
Field of Study: 
Finance
CPE Credits: 
16
Member Price: 
$580.00
Non-Member Price: 
$790.00
Prerequisite: 

Experience working in a local government.

Who Will Benefit: 
Managing an effective capital planning program is essential to the long-term financial health of an organization. This seminar is designed for individuals who are directly involved with preparing a jurisdiction’s capital improvement plan or capital budget. It will cover GFOA best practices in identifying and communicating capital needs, developing a long-term capital plan, prioritizing projects, and preparing and monitoring a capital budget.
Program Description: 

This course will focus on the finance or budget officer’s role in the overall capital planning and budgeting process. To meet the many challenges governments face in infrastructure and asset management, finance officers must have skills and knowledge necessary to coordinate the entire end-to-end capital planning process. This session will identify how to prepare an effective capital plan, including how to coordinate a jurisdiction’s process for identifying needs, determining appropriate service levels, and prioritizing projects. Also covered will be how to communicate effectively with operations staff, determining appropriate funding mechanisms, identifying opportunities for possible public-private partnerships, facilitating community outreach and participation, and linking capital plans with overall organizational goals, master plans, and community priorities.

Seminar Objectives: 
  • Identify key responsibilities of the finance office for facilitating an effective capital improvement planning process
  • Learn how to take a proactive approach to identifying capital needs
  • Learn how to communicate with operations staff 
  • Analyze approaches to selecting, timing, rating, and prioritizing capital projects
  • Estimate and analyze capital projects
  • Design a capital financing strategy
  • Prepare a capital budget document that is consistent with long-term capital improvement plans
  • Evaluate and monitor capital project expenditures