Town
Int
“Team Befo
of Petrolia, Incoming Council Briefing
troduction by CAO, 3 November 2022
Rick Charlebois, CAO/Treasurer
ore Self”
Incoming Council Training
Date/Location Subjects
Amberley Gavel
Monday, 31 October 2022, training
09:00 am to 4:30 pm, Town
Hall (Lunch provided) Director overvie
procedure, Com
Thursday, 3 November 2022, Council Jeopard
09:00 am to 4:30 pm, Town
Hall (Lunch provided) Lambton Group
County Planning
Monday, 21 November 2022, by-law Update
2:00 pm to 5:00 pm, Town Hall
County Training
25 November 2022 (day long
training)
2
l company to provide general Council
ew of their Departments, Council
mmittee Appointment, Public Engagement,
dy
p Police Services Board, External Auditors,
g ( Development, Official Plan and Zoning
g for all Councillors
22
Residents of Pet
Council
CAO/Treasurer
Rick Charlebois
Fire Chief Community Marketing, Arts &
& CEMC Services Communications
Jay Arns Dave Menzies Laurissa Ellsworth
trolia
Operations Clerk & Deputy Deputy Treasurer
Mike Thompson Operations & Tax Collector
Mandi Pearson Annette Strand
Aiden Kennard, won this year’s OMAA
Association) bursary. Just released last
Aiden Kennard OMAA Bursary A
(Ontario Municipal Administrators
t week.
Application video - YouTube
Some pictu
key Tow
Petrolia pr
completed o
past few y
ures of
wn of
rojects
over the
years
5
Water Treatment Plant Clearw
capital p
well/Pumps ($7M grant on $8M
project)
6
Water Treatment Plant Up
pgrade – Bright’s Grove
7
$3.5M Water Reser
rvoir Replacement
8
Replacement
t of Clock Tower
9
VPP Seat Replaceme
ent – all fundraised
10
New Fire Ladder
r Truck ($1.3M)
11
Petrolia Line Road Recon
nstruction (Big Dig!)
12
Reconstruction of Petro
olia Line Downtown
13
Greenfield Street Roa
ad Reconstruction
14
Wingfield Street Road
d Reconstruction
15
New Waste Wate
($14M grant o
er Treatment Plant
on $21M project)
16
Arena $500K renovations wit
through grant and WM contr
th MP Bob Bailey (paid for
ribution)
17
Town
T
The best way to find yourself is to los
Mahatma Gandi
of Petrolia, Incoming Council Briefing
Treasurer Function, 3 November 2022
Rick Charlebois, CAO/Treasurer
se yourself in service of others.
Petrolia’s Treasurer/Chief F
• I know that not everyone loves all thing
make this as interesting and painless as po
• I will keep today’s presentation at a hig
important that Council have a deeper unde
• I am always available to meet with Cou
anything/anytime
• I do not intend to make you all into acco
have a good enough familiarization with m
understand the big pictures and main issue
• Council may wish to include a Council E
financial aspects in the future. Glad to spe
• I am a Chartered Professional Account
• As a CPA, my profession demands a ve
transparency
• My CPA Code of Conduct is very detail
accountable
• CPAs that violate the trust of their organ
cleared or fined/reprimanded/expelled
2
Finance Officer Function
gs financial as much as me, so I will try to
ossible
gh level, except where I believe it is
erstanding
uncillors to further discuss/explain
ountants, but it is important for you to
municipal finances to ask questions and
es
Education session or two on various
eak to any subject
tant (CPA) with my MBA
ery high level of integrity and
led and extensive, and members are held
nization are investigated and then either
22
Petrolia’s Treasurer/Chief Fi
• I will give a more detailed biograph
responsibilities
• I started as your treasurer at the en
municipal experience, expect for payin
always too high!).
• I attended my first ever municipal C
as your new Treasurer back in 2013
• We have made tremendous progre
provide evidence of this improveme
• Does Petrolia still have financial ch
unless we move the Town to a lake
from Petrolia to the United States o
always have to make the difficult st
repair a road or purchase a critical
repair our water treatment plant.
3
inance Officer Function
hy when I speak about my CAO
nd of March 2013 with no previous
ng my property taxes (which were
Council meeting after four long days
ess in many critical areas and I will
ent during my presentation
hallenges? Yes, and we always will
e front or build an international bridge
or get a Casino. Petrolia Council will
trategic decisions/choices such as
piece of equipment like a fire truck or
33
Petrolia’s Deputy Treasure
• Reports directly to CAO/Treasurer
• Acts as Treasurer in absence of C
• Responsible for overseeing and pa
Town’s financial systems
• Assists in the consolidation of the
10-year Long Term Capital and Fin
• Provide technical expertise in finan
and analysis; interpret & communi
Town’s financial system
• Participation as a member of my M
leader (when assigned) on town-w
• Team lead & liaison for annual ext
reconciliations, including Financial
statements (takes about 6 months
• Tax Collector – Manage & lead pro
• Supervises accounts receivable (o
others), accounts payable (over 1,
4
er Function (Annette Strand)
r
CAO/Treasurer
articipating in the development of the
annual budgets and updating of our
nancial Plan (LTCFP)
ncial data preparation, administration
icate technical issues related to the
Management Team; act as project
wide improvement processes
ternal audit and year end
l Information Return, audited financial
s per year)
operty tax processes and reporting
over 2,600 tax accounts; about 110
,200 suppliers), and payroll
44
How Your Mu
Budget Works
unicipal
s - YouTube
Petrolia Is a financial leader on
• Asset Management initiative by th
Council and staff have presented t
Managers (CNAM), Association of
Municipal Finance Officers of Onta
of Municipal Clerks and Treasurers
Management Ontario (AMONTario
first NAMS Plus Course on Asset M
of Canadian Municipalities (2018)
• AMO selected Petrolia to produce
Management that was released at
• Link: https://youtu.be/euFOg4qFgz
• Members of Council presented wit
health care conference on our Hea
• Staff were asked by MPAC as an e
MPAC’s new municipal information
previous system) – 15 municipalitie
6
n several financial fronts
he province – several members of
to the Canadian National Asset
Municipalities of Ontario (AMO),
ario Association (MFOA), Association
s of Ontario (AMCTO), Asset
o) and a Councillor and staff took the
Management offered by Federation
a promotional video on Asset
the 2022 AMO Conference
zo
th Blue Water Health at a national
alth Hub initiative (2017-18)
expert advisor for development of
n system (huge improvement over
es like Ottawa and Hamilton
66
Petrolia’s Treasurer/Chief Fi
• The next slide is my inverted trian
first impressions after four days as th
• Strategic Level
• Operational Level
• Tactical Level
7
inance Officer Function
ngle slide presented to Council with my
he Town of Petrolia Treasurer
77