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Finance Services

The Financial Services Department is responsible for:

  • Property tax and utility preparation and collection
  • Budgeting and long term financial planning
  • Financial management, reporting, planning and analysis
  • Cash, investing, portfolio and debt management
  • Insurance and risk management
  • Processing accounts payable and receivable
  • Financial statement preparation and reporting
  • Payroll and benefit administration
  • Administration of the District’s assets and liabilities
  • Information technology services


Director of Finance

Roxanne Shepherd
Phone 250-674-2257
Email: dof@docbc.ca

Financial Accounting Supervisor

Tammy Rutsatz

Accounts Payable

Andrea Lever

Please send correspondence to:

District of Clearwater
PO Box 157
Clearwater, B.C. V0E 1N0
Tel: 250-674-2257
Fax: 250-674-2173
Email: admin@docbc.ca

Learn More

Overview of Assessment & 2019 Assessment Roll

This presentation covers the following topics:

  • About BC Assessment
  • Valuation
  • Classification
  • Assessment cycle & key dates
  • Relationship between assessments & taxes
  • 2019 assessment roll overview
  • Appeals process
  • Collaborating with BC Assessment

Download the Presentation

Property Tax and Utilities Payment Options
  • Mail cheque or money order to District of Clearwater
  • Pay in person with cash or cheque
  • Payment by phone or online (inquire with your bank).

Payments are NOT accepted at bank machines. Please enclose remittance stub with payment. DO NOT REMIT CASH BY MAIL.

Financial Plan

The budget serves as an outline for how the monies that come into the District of Clearwater should be spent to maintain and improve the District.

As the District is limited by the amount of resources available, the budget helps in determining which objectives have the highest priority and will produce the greatest positive impact in the community.

The District of Clearwater incorporates an overall long term financial sustainability principle into the development of the financial plan. The foundation of this principle is to:

  1. ensure adequate funding for services and infrastructure
  2. access diversified sources of revenue
  3. manage expenditures / contain costs / be efficient
  4. provide for contingencies / manage business risk / operate prudently
  5. maintain reserves for the future
  6. use debt strategically

The Financial Plan

  • focuses on sustaining reserves
  • continues Council’s policy of infrastructure sustainability
  • supports Council’s “Strategic Priorities”

2018 Five Year Financial Plan Public Information Package

2019 Financial Plan Timeline
Due Date(s) Responsibility Description of Activity
In Progress Department Heads 2018 Operating and Capital Budgets Five Year Financial Plan
January 8, 2019 CFO Budget Schedule to Council
February 2, 2019
9am – 3:45pm
Council Workshop Operating & Capital budget discussions
February 5, 2019 Finance & Audit COTW Review Operating & Capital Budgets
February 19, 2019
Council Workshop Consider public feedback, adjust financial plan
March 5, 2019 Regular Council Meeting 1st, 2nd and 3rd reading 2019-2023 Financial Plan Bylaw
April 2, 2019 Regular Council Meeting Adopt 2019-2023 Financial Plan Bylaw Introduce 2019 Tax Rates Bylaw
April 16, 2019 Regular Council Meeting 1st, 2nd and 3rd readings 2019 Tax Rates Bylaw
May 7, 2019 Regular Council Meeting Adopt 2019 Tax Rates Bylaw