Financial & Corporate Business Plans

2024 - 2028 Financial and Corporate Business Plan

2024 First Quarter Update - Financial and Corporate Business Plan

2023 - 2027 Financial and Corporate Business Plan 

• 2022 Corporate Business Plan
• 2022-2026 Financial Plan

• 2021 Corporate Business Plan
• 2021-2025 Adopted Financial Plan

• 2020 Corporate Business Plan
• 2020-2024 Financial Plan
• 2020 Grant Figures
• 2020 Notice of Motions Council Report for Budget

The public question period is now complete. All budget sessions are recorded and available on our Council Meetings page. The budget scheduling took place Dec. 10-12. 

Budget Overview Agendas

• 2020 Financial Plan Schedule

External Budget Presentations

• Penticton RCMP
• Tourism Penticton
• Global Spectrum (SOEC complex)
• Penticton Public Library  

Day 1 Presentations

• People & Community Safety (HR/Safety)
• Bylaw
• RCMP
• Penticton Fire Department
• Penticton Public Library 
• Global Spectrum (SOEC complex)
• Tourism Penticton
• Recreation & Culture
• Development Services

Day 2 Presentations 

• Grants (Community Events & Parks/Recreation/Sports)
• Grants (Arts/Culture/Heritage, Health/Safety/Social Services and Partnerships)
• Facilities
• Infrastructure
• Engineering
• Public Works
• Electric Utility
• Finance
• Corporate Services
• Communications & Engagement
• Debt & Reserves

In advance of Penticton City Council’s upcoming 2019 budget deliberations, scheduled February 26 through 28, residents are encouraged to review the 2019-2023 Financial Plan and Business Plans.

In addition to containing information on all areas of the City’s 2019 budget, these documents also contain details about each city department, including their functions and planned 2019 initiatives.

Public comment is scheduled for 9:45a.m. to 10:15a.m. on February 26^th. Members of the public can also ask questions at the end of each session. You can also follow along with budget deliberations by viewing our live video. 

The budget schedule includes three days:

• Day 1: Tuesday Feb 26 at 9:00 a.m.
• Day 2: Wednesday Feb 27 at 9:00 a.m. 
• Day 3: Thursday Feb 28 at 9:00 a.m. 

Budget Overview Agendas

 * Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

External Budget Presentations

* Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

Department Budget Presentations

Day 1

Day 2

Day 3

The public was invited to provide comment and ask questions during budget deliberations. Participants could also follow along by viewing our live video and using Twitter hashtag #penbudget18 to submit your comments and suggestions. All budget sessions are recorded and video is available online.

2018-2022 Financial Plan - Adopted

The budget schedule included three days:The public was invited to provide comment and ask questions during budget deliberations. Participants could also follow along by viewing our live video and using Twitter hashtag #penbudget18 to submit your comments and suggestions. All budget sessions are recorded and video is available online.

• Day 1: Tuesday Nov. 28 at 9 a.m.
• Day 2: Wednesday Nov 29 at 9 a.m. 
• Day 3: Thursday Nov 30 at 9 a.m. 

Budget Overview Presentations

 * Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

External Budget Presentations

* Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

Department Budget Presentations

Day 1

Day 2

Day 3

The budget schedule included three days:

• Day 1: Tuesday Nov. 28 at 9 a.m.
• Day 2: Wednesday Nov 29 at 9 a.m. 
• Day 3: Thursday Nov 30 at 9 a.m. 

Budget Overview Presentations

 * Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

External Budget Presentations

* Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

Department Budget Presentations

Day 1

Day 2

Day 3

Overview presentation of the 2017-2021 Five Year Financial Plan including highlights and explanatory graphs and charts.

2017-21 Financial Plan Overview.pdf [PDF - 2.7 MB]

2017-2021 Financial Plan [PDF - 1.1 MB]
 

Budget presentations from the museum, recreation, parks, transportation & transit, economic development, development services, planning, land management:

2017 Financial plan day 1.pdf [PDF - 4.2 MB]

Budget presentations from engineering, protective services, bylaw, solid waste, cemetery, corporate services, mayor & council, accounting & finance, communications, facilities, human resources, information technology, revenue & collections, procurement, debt & reserves:

2017 financial plan day 2.pdf [PDF - 4.4 MB]

Budget presentations from engineering (capital) and utilities (operating and capital) - electric, sewer, water, wastewater:

 2017 financial plan day 3.pdf [PDF - 1.9 MB]

Answers to budget questions from the gallery during the deliberations have been posted to the City's engagement website: http://www.shapeyourcitypenticton.ca/questions-answers

November 27, 2015

Residents, businesses and stakeholders were invited to take part in the 2016 Budget planning.

The format of the budget included the following discussions.

• Capital Budget: Monday, Nov. 30 at 1 p.m. 
  Read the capital budget [PDF - 1.6 MB].
   
• Operating Budget: Wednesday, Dec. 16 at 10 a.m. 
  Read the proposed operating budget. [PDF - 2.7 MB]
   
• Community grants: Monday, Dec. 21 at 10 a.m. Visit the Meetings page for the agenda.

Annual budget deliberations cover a wide array of spending decisions in both operating and capital budgets. Public input and feedback during the presentations are important, and time is set aside to allow citizens and stakeholders to ask questions, provide comments and give suggestions.

All budget meetings were streamed live on the City of Penticton’s website.

Members of the public were invited to take part in the 2015 Budget. Public comment took place at the following sessions, which were also broadcast on live video. All budget sessions were recorded and video is available online.

The 2015 budget schedule included four days:

• Day 1: Monday, Dec. 8 at 8:30 a.m. 
  Agenda [PDF-94 KB]
   
• Day 2 Wednesday, Dec. 10 at 8:30 a.m.
  Agenda [PDF-92 KB]
   
• Day 3: Tuesday, Dec. 16 at 8:30 a.m. 
  Agenda [PDF-94 KB]
   
• Day 4: Wednesday, Dec. 17 at 9 a.m.
  Agenda [PDF-95 KB]

A special session relating to civic grant applications was held on Friday, Dec. 17. For more information about the budget or the process, call 250-490-2400.

Overview Budget Presentations

 * Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

External Budget Presentations

* Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

Department Budget Presentations

The City of Penticton invited citizens and stakeholders to take part in the 2014 Budget process, with public comment scheduled for each session. The public could also follow along with budget deliberations by viewing our live video and using Twitter hashtag #penbudget14 to submit your comments and suggestions.

The budget schedule included four days:

• Day 1: Friday, Nov. 29 at 9 a.m.
  Agenda [PDF-47 KB]
   
• Day 2 Wednesday, Dec. 4 at 9 a.m.
  Agenda [PDF-47 KB]
   
• Day 3: Friday, Dec. 6 at 9 a.m.
  Agenda [PDF-46 KB]
   
• Day 4: Wednesday, Dec. 18 at 10 a.m.

A special session relating to civic grant applications was held on Dec. 3. For more information about the budget or the process, call 250-490-2400.

Overview Budget Presentations

 * Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

External Budget Presentations

* Please note: schedules are subject to change due to the volume of material to be presented and reviewed.

Department Budget Presentations

The City of Penticton made 2013 budget deliberations a social affair, inviting citizens and stakeholders to engage in presentations not just in person, but also through social media. The public could follow along with budget deliberations by joining us in Council Chambers at City Hall, viewing our live video, or using the Twitter hashtag #penbudget13 to give your comments, suggestions and questions. Twitter comments were presented to Council verbally, and responses provided back to the original poster.

Budget meetings were held on Thursday November 29, from 8:30AM - 4:45PM, on Friday November 30 from 9:00AM - 4:15PM, and finally on Friday December 7 from 8:30 a.m. - 4:00 p.m. The budget bylaw received its first three readings at a special meeting on December 13 at 9 a.m., with final adoption of the budget scheduled for December 17, during the regular meeting of Council at 6 p.m.

Budget Presentations

The 2012-2016 Financial Plan was presented for Council for budget discussions. In accordance with the Financial Plan policy, all budget deliberations shall be by the Committee of the Whole in open meetings, save and except matters dealing with Land, Legal and Labor as per Section 90 of the Community Charter.

In 2012 staff undertook a unique approach to budgeting that has not occurred previously at the City. All management staff were tasked with reviewing their own departments with a goal of delivering efficiencies, producing cost reductions, eliminating duplication and increasing productivity. The budget process commenced in early August. Guidelines and expectations were discussed at a senior leadership meeting. The senior staff met with their own departmental staff and commenced deliberations on the 2012 budget.

Upon completion of departmental reviews, the entire City's management team met five days to review each budget in detail. As a result of these meetings the budget was reduced by approximately $800k without significantly affecting existing service levels.

2012 Budget Overview Staff Report [PDF - 1 MB]

Highlights of Staff Budget Deliberations

• Zero Base Budgeting is utilized
• $2.1M deficit originally forecast for 2012
• Decreased by approximately $800k without significant impact on service delivery
• Limited flexibility to decrease deficit other than reduction of services and therefore reducing workforce
• Materials & Supplies have been scrutinized in detail during past three years by staff and Council
• IAFF labor contract has yet to be finalized.
• Community Centre open full year resulting in innovative and fresh approaches to revenue generation
• Efficiencies resulting from consolidating Public Works and Parks fully recognized in 2012
• RCMP staffing complement remains unchanged from 2011 levels.

Proposed Budget Timeline

• January 13, 16, 17 - Budget Review Meetings, City Hall - Council Chambers
• January 23 - Budget Bylaw to third reading
• February 6 - Budget Bylaw adopted
• April 16 - 3 readings of Tax Rates Bylaw
• May 7 - Adoption of Tax Rates Bylaw

Operating Budget Presentations and Detail

January 13 - Day 1

• Corporate Administration [PDF - 185 KB] - Karen Burley, Corporate Officer
• Human Resources [PDF - 236 KB] - Doug Leahy for Gillian Kenny, Human Resources Manager
• Information Technology [PDF - 156 KB] - Kristin Wilkes, Manager of Information Technology
• RCMP [PDF - 671 KB] - Inspector Brad Haugli, Officer in Charge
• Accounting [PDF - 146 KB] - Colin Fisher, Controller
• Collections [PDF - 151 KB] - Angela Campbell, Revenue Supervisor
• Purchasing [PDF - 159 KB] - Cathy Ingram, Purchasing Manager
• Animal Control [PDF - 274 KB] - Cathy Ingram, Purchasing Manager
• Public Works (Works, Parks, Fleet) [PDF - 5.9 MB] - Len Robson, Public Works Manager
• Recreation [PDF - 4.9 MB] - Chuck Loewen, General Manager - Recreation & Facilities
• Facilities [PDF - 1.2 MB] - Chuck Loewen, General Manager - Recreation & Facilities
• Penticton Museum & Archives [PDF - 794 KB] - Peter Ord, Manager / Curator
• Global Spectrum (PTCC, SOEC, Memorial Arena) [PDF - 225 KB] - Dean Clarke, General Manager, Global Spectrum

January 16 - Day 2

• Development Services [PDF - 3.9 MB] - Anthony Haddad, Director of Development Services
• Fire Department [PDF - 1.9 MB] - Wayne Williams, Fire Chief
• General Fund Revenues [PDF - 40 KB] - Doug Leahy, Chief Financial Officer
• Fiscal Services [PDF - 139 KB] - Doug Leahy, Chief Financial Officer
• Penticton Business Development Society (Economic Development, Tourism, Visitor Info) [PDF - 117 KB] - Doug Leahy, Chief Financial Officer
• Operations [PDF - 2.6 MB] (Transit, Street Lighting, Traffic Signals) - Mitch Moroziuk, Director of Operations
• Engineering [PDF - 798 KB] - Ian Chapman, City Engineer
• Advanced Waste Water Treatment Plant, Water Treatment Plant [PDF - 868 KB] - Ian Chapman, City Engineer
• Electric Utility [PDF - 1.1 MB] - Eric Livolsi, Electric Utility Operations Manager

January 17 - Day 3

• Capital Budget [PDF - 192 KB] - Doug Leahy, Chief Financial Officer
• Capital Budget, Engineering [PDF - 5 MB] - Ian Chapman, City Engineer
• Parking Management Strategy [PDF - 4.2 MB] - Jake Belobaba, Planner
• Library & Civic Grants [PDF - 1.4 MB] - Doug Leahy, Chief Financial Officer

Finance Department
Phone: 250-490-2400
Email: chieffinancialofficer@penticton.ca