(run in four online sessions over 27-30 October)

The Funding and Rating Forum is an event delivered in four online modules designed to build knowledge and awareness of funding and rating policy issues and practice challenges across the sector.


  • 750.00 (plus GST) Members
  • 750.00 (plus GST) Non Members
Login to Register

About this event

This year’s Forum takes place against the backdrop of a once a lifetime health emergency and what is potentially the most significant economic depression New Zealand’s ever experienced. How has this played out in the experiences of those administering the rating function and what lessons can we take for funding and rating policy and practice.

This year’s event also takes place against two major policy reviews – the inquiry into Local Government Funding and Financing and the DIA/Te Puni Kōkiri review of the rating of Māori land. We’ll bring you the latest with each of these reviews and have a think about what each of these might mean for the sector.

Topics to be covered include:

  • the Productivity Commission’s Inquiry into Local Government Funding and Financing
  • Parliament’s granting other agencies access to the rating system
  • the water reforms and rating
  • the rating function post lockdown
  • remissions and postponements
  • the 21-31 LTP and rates – some things to remember
  • and the usual updates on legal, valuation, rates rebates and SOLGM matters.


Who should attend this forum?

  • finance managers and staff
  • rating and Revenue Managers
  • anyone with an interest in financial strategy, funding policy, or development contributions.

The cost for this event is $750+GST per council. All councils who register will also receive a copy of the event recording when it is available to view.

The link for session one will be sent out to all registered participants to share within their council on Friday 23rd October.


Session one: "The Big Picture" Tuesday 27th October

9.30am Introduction to the Module

9.35am The Big Picture
Raymond Horan, Chief Adviser, Society of Local Government Managers

To open, a session looking at the overall state of play with funding – a year on what’s happened with the Productivity Commission’s report on local government funding? What other developments have there been that impact on funding – such as the FENZ review? What’s SOLGM telling the incoming Minister of Local Government about funding issues?

10.30am Reform of Water Services and Rating
Philip Jones, Director PJ and Associates

The Government and a large number of councils have agreed to jointly consider reforms to the delivery of water services. Potentially multi-regional, public owned entities that might well be funded through the rating system.

To be followed by a group discussion around the practical issues with water charging featuring the experiences of those who’ve made the switch. This includes Martyn Cole, Water and Wastewater Manager at Kapiti Coast District Council

11.50am A Word from Our Sponsors: Local Government Funding Agency
Mark Butcher, Chief Executive, Local Government Funding Agency

12.00pm End of Session

Session two: "Valuation Matters" Wednesday 28th October

9.30am Introduction to the Session

9.35am Valuation Update
Neill Sullivan, Valuer-General, Land Information New Zealand

10.35am Locally Sourced Valuations
Fiona Scragg, Revenue Manager, Gisborne District Council

11.05am What’s Coming Up
Kate Macnaught, Sector Improvement Manager, SOLGM

All the latest from SOLGM and its good works for, and on behalf of the sector, as well as the latest from within the Wellington Beltway.

11.35am End of Session



Session three: "Lessons From 2020" Thursday 29th October

9.30am Introduction to the Session

9.35am Legal Update
Jonathan Salter/Lizzy Wiessing, Simpson Grierson

The annual update on changing legislation, case law, practice and other legal matters of interest to funding and rating professionals.

10.30am The Rating Function Post-Lockdown
Fiona Scragg, Revenue Manager, Gisborne District Council
Andrew Duncan, Manager Financial Policy, Auckland Council
Lizzy Wiessing, Senior Associate, Simpson Grierson

A panel discussion on the all of the thorny policy and implementation issues that the impact of the Covid-19 pandemic and the response have created for the rating system.

11.30am A Word from Our Sponsor: Ibis Information Systems

12.00pm End of Session


Session four: "Some Other Helpful Stuff" Friday 30th October

9.30am Introduction to the Session

9.35am Remissions and Postponements: Theory and Practice
Raymond Horan, Chief Adviser, Society of Local Government Managers

SOLGM has recently reviewed remission and postponement policies both from a ‘good practice’ and a ‘what do they allow for’ standpoint. A useful session for those reviewing policies post-lockdown or simply because they are part their use-by date.

10.20am Rates Rebate Update
Julia Taylor, Manager Operational Policy and Design Department of Internal Affairs and Jordan Thompson, Department of Internal Affairs

The annual update on current issues and other matters of interest with the Rates Rebate Scheme.

10.50am The ‘Open Mike’ Session (aka All You Ever Wanted to Know About Rating and Weren’t Afraid to Ask)

Toni Wilkinson, Revenue Manager, Taupo District Council
Jim Taylor, Manager Transaction Services, Tauranga City Council
Callum Taylor, Deputy Valuer-General, Land Information New Zealand
Lizzy Wiessing, Senior Associate, Simpson Grierson

An online session with our experienced and knowledgeable panel focussing that’s open for any question or issue – so long as its related to rating, valuations and similar matters.

11.50am LTP ’21 - Some Last Things to Think About
Raymond Horan, Chief Adviser, Society of Local Government Managers

And to finish, some reminders and things to avoid as your council gets into the 2021 long-term planning process.

12.00pm End of Session