Financial Planning Committee Regular Meeting Minutes

· Islands Trust Area · Meeting Documents · 2024

Original Trust document · 207 KB · SHA-256 a8252eb8df2da246…

11,982 characters of machine-extracted text. Extraction is automatic and can be wrong; the original governs.

Topics: Climate & environment · First Nations & reconciliation · Governance & budget · Housing & affordability — our classification, not the Trust's.

Extracted text (beginning)

ADOPTED 
Financial Planning Committee 
Minutes of a Regular Meeting 
January 24, 2024 ADOPTED Page 1 of 8 
Financial Planning Committee 
Minutes of a Regular Meeting 
 
Date of Meeting:  
Location:  
January 24, 2024 
Electronic Meeting 
 
Members Present:  
 
Joe Bernardo, Local Trustee (Chair) 
Mairead Boland, Local Trustee (Vice Chair) 
Tobi Elliott, Executive Committee Representative 
Kristina Evans, Trust Programs Committee Representative 
David Graham, Local Trustee 
Jamie Harris, Governance Committee Representative 
Peter Luckham, Executive Committee Representative 
David Maude, Executive Committee Representative 
Laura Patrick, Regional Planning Committee Representative 
Tim Peterson, Executive Committee Representative 
Susan Yates, Islands Trust Conservancy Board Representative 
 
Staff Present: 
 
Russ Hotsenpiller, Chief Administrative Officer (CAO) 
Julia Mobbs, Director, Administrative Services 
David Marlor, Director, Legislative Services 
Stefan Cermak, Director, Planning Services 
Clare Frater, Director, Trust Area Services 
Nancy Roggers, Finance Officer 
Robert Barlow, Legislative Services Clerk/Recorder 
 
Others Present: 
 
 
No member of the public was present. 
 
1. CALL TO ORDER 
 
Chair Bernardo called the meeting to order at 10:00 a.m. and acknowledged that the lands and 
waters that encompass the Islands Trust area have been home to indigenous people since time 
immemorial.  
 
2. AGENDA 
 
2.1 Review of the Agenda 
 
The following additions to the agenda were presented for consideration: 
9.1  Potential financial considerations of the Chief Administrative Officer Hiring 
Committee 
7.2.2.6 Budget Request materials from Islands Trust Conservancy Board: Protected Area 
Management Resources Briefing, including a Protected Areas Manager business 
case, a protected area management software business case, and an Islands 
Trust Conservancy Protected Areas Management Business Solution Options 
document 

ADOPTED 
Financial Planning Committee 
Minutes of a Regular Meeting 
January 24, 2024 ADOPTED Page 2 of 8 
7.1 “Guidelines Memo” (email attachment) from Chair Bernardo to Financial 
Planning Committee, dated January 23, 2024 
7.1 “Guidelines discussion and RFD tomorrow” email from Trustee Elliott to 
Financial Planning Committee, dated January 24, 2024 
 
2.2 Approval of the Agenda 
 
It was noted that approval of new items on the agenda require a 2/3 majority vote. 
 
By general consent the Committee added 9.1 to the agenda. 
 
FPC-2024-001 
It was MOVED and SECONDED, 
that Financial Planning Committee add Trustee Elliott’s email as a New Business 
item to the agenda. 
DEFEATED 
 
FPC-2024-002 
It was MOVED and SECONDED, 
that Financial Planning Committee add Guidelines Memo as a New Business 
item. 
DEFEATED 
 
FPC-2024-003 
It was MOVED and SECONDED, 
that Financial Planning Committee add the Islands Trust Conservancy Board 
Property Management Briefing to the agenda. 
CARRIED 
 
FPC-2024-004 
It was MOVED and SECONDED, 
tha

First 3,000 characters. Open the original for the whole document.

Nearby in Islands Trust Area

Browse the archive

Archive index · Full-text search · All Islands Trust Area records · All Meeting Documents