Financial Planning Committee Meeting Minutes

· Islands Trust Area · Meeting Documents · 2018

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Topics: Marine & foreshore · Governance & budget · Climate & environment — our classification, not the Trust's.

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Financial Planning Committee Minutes of Meeting – November 21, 2018 Page 1 
 
Financial Planning Committee 
Minutes of Meeting 
 
 
Date: 
 
Location: 
November 21, 2018 
 
Islands Trust Victoria Boardroom 
200-1627 Fort Street, Victoria, BC 
 
 
1. CALL TO ORDER 
 
The meeting was called to order at 10:00 a.m. 
 
2. ELECTION OF FPC CHAIR AND VICE CHAIR 
 
 Election for Chair, Financial Planning Committee 
 
FPC-2018-019 
It was MOVED and SECONDED, 
that Peter Grove be nominated. 
  
 Acclaimed: Peter Grove 
 
 Election of Vice-Chair, Financial Planning Committee 
 
FPC-2018-020 
It was MOVED and SECONDED, 
that Paul Brent be nominated. 
 
 Acclaimed: Paul Brent 
Members Present: Peter Grove, Chair 
Paul Brent, Vice Chair 
Tahirih Rockfella 
Peter Luckham, EC Rep 
Sue Ellen Fast, EC Rep 
Laura Patrick, EC Rep 
Dan Rogers, EC Rep (go to meeting) 
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 
Nancy Roggers, Finance Officer 
Carmen Thiel, Legislative Services Manager (item 2) 
Kate Emmings, Acting Islands Trust Conservancy Manager (item 5.3.5.2) 
Andrew Templeton, Communications Specialist (items 5.3.5.2 and 6.2) 
Mark Van Bakel, Senior Technical Analyst (item 6.2) 
Jas Chonk, Recorder 

 
Financial Planning Committee Minutes of Meeting – November 21, 2018 Page 2 
 
3. APPROVAL OF AGENDA 
 
 3.1  Introduction of New Items 
   
5.2.1 Trustee Laptops 
5.3.2.1 Bowen Island Contribution 
5.3.5.2  Business Case – Island Planner, Salt Spring Island 
 
 3.2 Approval of Agenda 
 
By General Consent, the agenda was approved as amended. 
 
4. ADOPTION OF MINUTES / COORDINATION 
 
4.1. Resolutions Without Meeting – RWM-02-2018 and RWM-03-2018 
 Received for information. 
 
4.2 Follow up Action List 
 
Director Mobbs provided an update on each of the items in the follow up action list. 
 
5. TRUST COUNCIL BUSINESS 
 
5.1 Sept 30, 2018 Q2 Financial Report 
 
FPC-2018-021 
It was MOVED and SECONDED, 
that the Financial Planning Committee recommend that the September 30, 2018 quarterly 
financial report be forwarded to January Trust Council. 
CARRIED 
 
5.2 Sept 30, 2018 Q2 Forecast 
 
FPC-2018-022 
It was MOVED and SECONDED, 
that the Financial Planning Committee forward the briefing on the 2018/19 Financial 
Forecast to January Trust Council for information. 
CARRIED 
 
5.2.1 Trustee Laptops 
 
CAO Russ Hotsenpiller provided next steps to follow up from Trust Council in regards to 
trustee laptops and noted that staff will provide recommendations to Executive Committee 
and follow up with Financial Planning Committee. 
 
5.3 2019/20 Proposed Budget to Trust Council 
 
5.3.1 Budget Session Overview 
 
Staff to change the timing to 90 minutes to give new Trustees more time for 
overview and questions. 

 
Financial Planning Committee Minutes of Meeting – Novem

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