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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

Contacts


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


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 Financial Plan Timeline
Due Date(s) Responsibility Description of Activity
In Progress Department Heads 2018 Operating and Capital Budgets Five Year Financial Plan
November 21, 2017 CFO Budget Schedule to Council
December 5, 2017 Finance & Audit Committee Review 2017 to date, 2018 levels of service, special projects and challenges
January 9, 2018

9am-noon

Council Workshop General Fund Operations & Capital budget presentations by Director of Finance
January 23, 2018

9am-noon

Council Workshop  

Water & Sewer Fund presentations by Director of Finance

 

February 6, 2018 Finance & Audit COTW Review Operating & Capital Budgets
February 6, 2018

6-8pm

Open House Financial Plan Public Consultation
February 20, 2018

9am-noon

Council Workshop Consider public feedback, adjust financial plan
March 6, 2018 Regular Council Meeting 1st, 2nd and 3rd reading 2018-2022 Financial Plan Bylaw
April 17, 2018

 

Regular Council Meeting Adopt 2018-2022 Financial Plan Bylaw

Introduce 2018 Tax Rates Bylaw

May 1, 2018 Regular Council Meeting 1st, 2nd and 3rd readings 2018 Tax Rates Bylaw
May 15, 2018 Regular Council Meeting Adopt 2018 Tax Rates Bylaw

Ways to Learn About the Budget

  • The Financial Plan (Files) provides detailed information on the District of Clearwater budget. View the latest Five Year Financial Plan Open House Presentation (Files) and attend this year’s upcoming open house.
  • View Financial Statements and Bylaws here, or contact us for a copy.
  • Contact the District via email, phone, or in person with any questions you might have regarding the budget.

Links