Financial Planning Committee Meeting Agenda

· Islands Trust Area · Meeting Documents · 2018

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Topics: Bylaw enforcement · Climate & environment · First Nations & reconciliation · Governance & budget · Housing & affordability · Marine & foreshore · Transportation & ferries · Fresh water & aquifers — our classification, not the Trust's.

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Financial Planning Committee
Agenda
 
 

Date:Wednesday, August 29, 2018
Time:10:00 am - 3:00 pm
Location:Islands Trust Victoria Boardroom
200-1627 Fort Street, Victoria, BC
Pages
1.CALL TO ORDER
2.APPROVAL OF AGENDA
2.1Introduction of New Items
2.2Approval of Agenda
3.ADOPTION OF MINUTES / COORDINATION
3.1Minutes of Meetings - May 30, 2018
3 - 5
3.2Resolutions Without Meeting - RWM-01-2018
6 - 6
3.3Follow up Action List
7 - 7
4.TRUST COUNCIL BUSINESS
4.1June 30, 2018 Quarterly Financial Report_RFD
8 - 13
To be forwarded to Trust Council for approval.
4.2Statement of Financial Information (SOFI) Report
14 - 21
To be forwarded to Trust Council for information.
4.3LPS Review
22 - 47
Presentation by David Marlor, Director of Local Planning Services
4.42019/20 Budget
To be forwarded to Trust Council for information and discussion as required.
4.4.12019/20 Draft Budget Assumptions and Principles_Briefing
48 - 48
4.4.22019/20 Draft Budget Assumptions and Principles
49 - 53
4.4.32019/20 Draft Budget Timelines
54 - 54

4.5FPC Top Priorities
55 - 55
FPC work program to report to TC in September.
5.BUSINESS
5.1Trustee Morse Sponsored Item: Accounting Change for Elections Costs
Awaiting documents from trustee Morse.
5.2Trustee Morse Sponsored Item: Proposed Amendment to Policy 7.2.6 Municipal Tax
Requisition Calculation
Awaiting documents from trustee Morse.
5.3Trustee Luckham Sponsored Item: Budget Consultation Tool
56 - 61
Email communication from Citizen Budget attached.
Verbal update from Andrew Templeton, Communications Specialist.
5.4Project Update: Victoria Office Renovation
62 - 72
Update by CAO Hotsenpiller.
6.NEW BUSINESS
7.NEXT MEETING - October 17, 2018
8.ADJOURNMENT
*Approximate time is provided for the convenience of the public only and is subject to change
without notice.
2

 
Financial Planning Committee Minutes of Meeting – DRAFT May 30, 2018 Page 1 
 
Financial Planning Committee 
Minutes of Meeting 
 
Date: 
 
Location: 
May 30, 2018 
 
Islands Trust Victoria Boardroom 
200-1627 Fort Street, Victoria, BC 
 
Members Present Peter Grove, Chair 
Alison Morse, Vice-Chair 
Paul Brent, LPC Rep (via phone) 
Peter Luckham, EC Rep 
George Grams, EC Rep 
Brian Crumblehulme, TPC Rep 
Robin Williams, TFB Rep 
George Harris, Local Trustee (via phone) 
Laura Busheikin, EC Rep (via phone) 
Susan Morrison, EC Rep 
 
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 Clerk 
Jas Chonk, Recorder 
 
1. CALL TO ORDER 
 
The meeting was called to order at 10:45 a.m. 
 
2. APPROVAL OF AGENDA 
 
 2.1  Introduction of New Items 
   
4.3 LTC Specific Reserve Fund - RFD 
 
 2.2 Approval of Agenda 
 
FPC-2018-008 
It was MOVED and SECONDED, 
that the Committee approve the agenda as amended. 
 
3. ADOPTION OF MINUTES / COORDINATION 
 
3.1 Minutes of Meetings – February 21, 2018 
 
By General Cons

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