Item 003 - Five-Year Financial Plan 2009-2014 + Duplicate

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Five-Year Financial Plan 2009-2014 + Duplicate

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WA_2016_042-01-003

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  • [2008] (Creation)

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19 mm textual material

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The Five-Year Financial Plan for the Resort Municipality of Whistler from 2009-2014. One of the two copies has the name Bill Barratt inscribed in the front cover. One duplicate.

Table of Contents:
Chapter One: Administrator's Message
1.1 Whistler2020
1.2 Long-Term Financial Plan
1.2 Five-Year Financial Plan 2009-2014

  • 1.2 Priorities
    -1.2 Key Deliverables
    • 1.3 2010 Olympic and Paralympic Winter Games
    • Continued integration of Whistler2020
      1.3 Issues
      -1.5 Community Engagement
      -1.6 Property Tax Trends
      -1.6 Table 1.1 Increased Costs Budgeted
      -1.6 Impact of the 2008 budget
      -1.6 Transit
      -1.7 Labour
      -1.7 Income
      -1.7 RCMP
      -1.7 Parking Fees
      -1.7 Impact on Parking Taxes
      1.7 Five Year Financial Plan 2009-2014 Summary
      -1.7 Table 1.2 Revenue (All Funds) 2009 budget
      -1.7 Table 1.3 Expenditure (All Funds) 2009 budget
      -1.7 Staff Levels
      -1.8 Projects Program
      -1.8 Table 1.4 Projects (All Funds) 2009 budget
      -1.9 Municipal Debt
      1.9 Summary
      Chapter Two: The Resort Community
      2.1 Where it all Started
      2.1 Location
      2.2 People
      2.2 A World-Class Resort
      2.3 Community and Culture
      2.5 The Economy
      Chapter Three: The Municipal Financial System
      3.1 Introduction
      3.1 Municipal Finance
      -3.1 Corporate Structure
      -3.1 Mayor and Council
      -3.1 Chief Administrative Officer
      -3.1 2010 Games Office
      -3.1 Policy and Program Development
      -3.1 Economic Viability
      -3.2 RMOW Organizational Chart
      -3.2 Resort Experience
      -3.2 Environmental Services
      -3.2 Community Life
      -3.3 Fund Accounting, Utilities and Reserves
      -3.3 Sewer Utility Example
      -3.3 Revenues and Expenditures
      -3.3 Reserves
      -3.4 Balanced Budget
      3.4 Financial Principles and Policies
      -3.4 Financial Principles
      -3.4 Whistler2020
      -3.4 The Whistler Experience
      -3.5 Financial Prudence and Responsibility
      -3.5 Efficient and Effective Government
      -3.5 Fairness and Equity
      -3.5 Building Community
      -3.5 Innovation
      -3.5 Leadership
      -3.5 Openness and Transparency
      -3.6 Financial Policies
      -3.6 Infrastructure Planning
      -3.6 Cost-Revenue Gap
      -3.7 Property Taxes
      -3.8 Revenue Uncertainty
      -3.8 Private Investment in Overnight Properties
      -3.8 Use of Resort Municipality Transfer Tax
      -3.9 Investment Management
      Chapter Four: The Budge Process
      4.1 Departmental Budgets
      4.1 Annual Target Operating Budget
      4.2 Supplemental Request
      4.2 Budget System in Action Chart
      4.3 The Budget Cycle
      -4.3 Budget Cycle Summary
      -4.3 Establish the Budge Guidelines
      -4.3 Divisions Prepare their Requests
      -4.3 Ranking of Requests
      -4.3 Public Consultation Process
      -4.3 Council Adoption of the Budget
      -4.4 Amending the Budget After Adoption
      Chapter Five: Factors Affecting Budget
      5.1 Economic Factors
      -5.1 Global Economic Downturn
      -5.1 2010 Olympic and Paralympic Winter Games
      -5.1 Property Development
      -5.2 Strata Hotel Classification
      5.2 Key Trends
      -5.2 Inflation
      -5.2 Changes in Existing Assessment
      -5.3 New Construction
      -5.3 Investment Income
      -5.4 Resort Municipality Transfer Tax
      5.5 Community Life Tracking Survey
      -5.5 Perceived Value for Money of Services Provided
      -5.5 Preferred Action to Deal With Anticipated Budget Shortfall
      5.6 Budget Guidelines
      -5.6 General Tax Rate
      -5.7 Other Fees and Charges
      -5.7 Departmental Budgets
      -5.7 Summary
      Chapter Six: Strategic Business Plan
      6.1 Whistler2020 - Moving Toward a Sustainable Future
      -6.1 What is Whistler2020?
      -6.1 Why is Whistler2020 Important?
      -6.1 Who is Responsible for Whistler2020?
      -6.1 How is Progress Toward Whistler2020 Monitored?
      -6.2 The Whistler2020 Framework
      -6.2 Whistler2020 Values
      -6.2 Whistler2020 Priorities
      -6.2 Whistler2020 Strategies
      -6.3 RMOW-Lead Whistler2020 Actions for 2009
      -6.3 Arts, Culture & Heritage
      -6.3 Built Environment
      -6.4 Health & Social
      -6.4 Materials and Solid Waste
      -6.4 Natural Areas
      -6.5 Recreation & Leisure
      -6.5 Resident Housing
      -6.6 Transportation
      -6.6 Visitor Experience
      -6.6 Water
      6.7 Strategic Framework for 2010 Winter Games
      -6.7 Strategic Objectives
      -6.7 Preparing for Extraordinary Games
      -6.7 Maximizing Business Success
      -6.7 Capitalizing on Tourism Opportunities
      -6.7 Enhancing Arts, Culture and Heritage
      -6.8 Community Engagement
      -6.8 Supporting Canadian Athletes
      -6.8 Creating the Right Environment for Athletes
      -6.8 Volunteerism and Community Pride
      -6.8 Delivery of Municipal Services
      -6.8 Partnerships
      -6.8 Accelerating Our Journey Toward Sustainability
      Chapter Seven: Revenues and Expenditures
      7.1 Summary of Revenues
      -7.1 Table 7.1 Revenue Categories 2009 Budget
      -7.2 Property and Parcel Taxes
      -7.2 Resort Municipality Transfer Tax
      -7.2 Grants in Lieu
      -7.2 Penalties and Interest
      -7.3 Provincial Grants
      -7.3 Interest Income
      -7.3 Fees and Charges
      -7.3 Utility User Fees
      7.4 Summary of Expenditures
      -7.4 Table 7.2 Expenditure Categories 2009 Budge
      -7.4 Operating
      -7.5 Residents and Partners
      -7.5 Transfers
      -7.5 Reserve Contributions
      -7.5 Other
      -7.5 Conference Hosting
      -7.6 Summary of Debt Obligation
      -7.6 Current Debt Levels
      -7.7 Borrowing Capacity
      -7.7 Table 7.3 Existing Long-Term Debt Repayments
      -7.7 Effect on Future Operations
      7.8 Summary of Personnel
      -7.8 Staffing of the Municipality
      -7.8 Summary of Changes
      -7.9 Table 7.4 Full Time Equivalents by Division
      7.10 Transit Services
      7.10 Policing
      7.10 Whistler Housing Authority
      -7.11 Whistler Housing Authority Five-Year Operating Projections
      Chapter Eight: Project Program
      -8.1 Table 8.1 Project Expenditure Program
      8.2 Project Program
      -8.2 Table 8.2 Project Expenditures 2009-2014
      -8.3 Table 8.3 Project Funding Sources 2009-2014
      -8.4 Table 8.4 Detailed List of Projects for 2009
      -8.4 General Fund
      -8.6 Water Fund
      -8.7 Sewer Fund
      -8.7 Solid Waste Fund
      8.8 Operational Impacts
      -8.8 Table 8.5 Ongoing Operating Costs Associated with Projects
      8.10 2009 Project Descriptions
      -8.10 Enhancing the Resort Experience
      -8.13 Enriching Community Life
      -8.14 Ensuring Economic Viability
      -8.15 Protecting the Environment
      -8.16 Water Fund
      -8.18 Sewer and Solid Waste Funds
      8.19 Whistler Athletes' Village
      Chapter Nine: Summary Schedules
      9.1 Five-Year Financial Plan 2009-2014
      9.2 Schedule A
      -9.2 Consolidated Fund Summary - Operating
      -9.4 General Fund Summary
      -9.6 4% Resort Municipality Transfer Tax
      -9.8 2% Resort Municipality Transfer Tax
      9.9 Schedule B
      -9.9 Water Fund Operations
      -9.10 Sewer Fund Operations
      -9.11 Solid Waste Operations
      9.12 Schedule C
      -9.12 Consolidated Fund Summary - Projects
      9.14 Project Details
      -9.14 General Fund Project Details
      -9.22 Water Fund Project Details
      -9.26 Sewer Fund Project Details
      -9.28 Solid Waste Fund Project Details
      9.30 Reserves
      -9.30 General Fund Reserves
      -9.31 Utility Fund Reserves
      I Glossary
      VII Acknowledgements

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Excellent (July 2016)

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All inquiries regarding use, reproduction, and publication should be addressed to museum staff.

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RAD July 2008 version. Canadian Council of Archives.

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Revised November 2016.

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