Financial Planning Committee Meeting Minutes

· Islands Trust Area · Meeting Documents · 2019

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Topics: Governance & budget — our classification, not the Trust's.

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Financial Planning Committee Minutes of Meeting – January 21, 2019 Page 1 
 
Financial Planning Committee 
Minutes of Meeting 
 
 
Date: 
 
Location: 
January 21, 2019 
 
Islands Trust Victoria Boardroom 
200-1627 Fort Street, Victoria, BC 
 
 
1. CALL TO ORDER 
 
The meeting was called to order at 10:03 a.m. 
 
2. APPROVAL OF AGENDA 
 
 2.1  Introduction of New Items 
   
6.1  January 19, 2019 Correspondence from Trustee Steve Wright 
 
 2.2 Approval of Agenda 
 
By General Consent, the agenda was approved as amended. 
 
3. ADOPTION OF MINUTES / COORDINATION 
 
3.1 Minutes of Meetings – December 4, 2018 
FPC-2019-001 
It was MOVED and SECONDED, 
that Financial Planning Committee amend the December 4, 2018 minutes in section 4.1.2 to 
add to the end of the sentence “because funding no longer available from the Province.” 
 
CARRIED 
 
Members Present: Peter Grove, Chair 
Paul Brent, Vice Chair  
Tahirih Rockafella 
Peter Luckham, EC Rep 
Sue Ellen Fast, EC Rep 
Laura Patrick, EC Rep 
Dan Rogers, EC Rep, via GoToMeeting 
Robin Williams, ITC Rep 
 
Members Absent: None 
 
Staff Present: Julia Mobbs, Director Administrative Services 
Russ Hotsenpiller, Chief Administrative Officer 
David Marlor, Director Local Planning Services 
Clare Frater, Director Trust Area Services and Recorder 
Andrew Templeton, Communications Specialist 
Gillian Nicols, Program Coordinator 

 
Financial Planning Committee Minutes of Meeting – January 21, 2019 Page 2 
By General Consent, the Financial Planning Committee minutes of December 4, 2018 were 
adopted as amended. 
 
3.2 Follow up Action List 
 
Director Mobbs provided an update on the incomplete items in the follow up action list.  
 
4. TRUST COUNCIL BUSINESS 
 
5. BUSINESS 
 
5.1 Revised 2019/20 Proposed Budget 
 
Discussion ensued. The committee discussed their desire to learn more about how the 
budget is developed and to be able to explain to Bowen Islanders how their levy is 
calculated. 
 
FPC-2019-002 
It was MOVED and SECONDED, 
that staff prepare a presentation on property values and provincial land assessment for 
Financial Planning Committee.  
 
CARRIED 
 
5.1.1 Briefing - Changes to the Budget 
 
Received for information. 
 
5.2 2019-20 Budget Consultation - Briefing 
 
Director Frater provided Financial Planning Committee with an overview of the proposed 
consultation program for the 2019/20 budget and invited feedback from the committee. 
The committee provided comments on the content and structure of the survey and 
discussed the advertising plan.  
 
6. NEW BUSINESS 
 
6.1  January 19, 2019 Correspondence from Trustee Steve Wright 
 
Received for information. 
 
7. NEXT MEETING  
 
The next meeting will be held February 20, 2019 
  

 
Financial Planning Committee Minutes of Meeting – January 21, 2019 Page 3 
 
8. ADJOURNMENT 
 
By General Consent, the meeting adjourned at 1:12 p.m. 
 
 
_________________________ 
Peter Grove, Chair 
 
 
Certified Correct 
 
 
_________________________ 
Clare Frate

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