Financial Planning Committee Meeting Minutes

· Islands Trust Area · Meeting Documents · 2018

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

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Financial Planning Committee Minutes of Meeting – August 29, 2018 Page 1 
 
Financial Planning Committee 
Minutes of Meeting 
 
Date: 
 
Location: 
August 29, 2018 
 
Islands Trust Victoria Boardroom 
200-1627 Fort Street, Victoria, BC 
 
Two members of the public were present. 
 
1. CALL TO ORDER 
 
The meeting was called to order at 10:00 a.m. 
 
2. APPROVAL OF AGENDA 
 
 2.1  Introduction of New Items 
   
No new items were introduced. 
 
 2.2 Approval of Agenda 
 
By general consent the agenda was approved. 
 
3. ADOPTION OF MINUTES / COORDINATION 
 
3.1 Minutes of Meetings – May 30, 2018 
 
By general consent the Financial Planning Committee minutes of May 30, 2018 were 
adopted as presented. 
 
Members Present: Peter Grove, Chair 
Alison Morse, Vice-Chair (via phone) 
Paul Brent, LPC Rep  
Peter Luckham, EC Rep 
George Grams, EC Rep 
Brian Crumblehulme, TPC Rep 
Robin Williams, ITC Rep 
Susan Morrison, EC Rep 
 
Members Absent: Laura Busheikin, EC Rep  
George Harris, Local Trustee 
 
Staff Present: Russ Hotsenpiller, Chief Administrative Officer 
Julia Mobbs, Director Administrative Services 
David Marlor, Director Local Planning Services 
Carmen Thiel, Legislative Services Manager 
Andrew Templeton, Communications Specialist 
Robert Barlow, Recorder 
 

 
Financial Planning Committee Minutes of Meeting – August 29, 2018 Page 2 
3.2. Resolutions Without Meeting – RWM-01-2018 
 Received for information. 
 
3.3 Follow up Action List 
 
The List was provided for review. 
 
4. TRUST COUNCIL BUSINESS 
 
4.1 June 30, 2018 Quarterly Financial Report - RFD 
 
FPC-2018-013 
It was MOVED and SECONDED, 
that the Request for Decision “June 30, 2018 Quarterly Financial Report” as presented be 
forwarded to the September 2018 Trust Council for approval. 
CARRIED 
 
4.2 Statement of Financial Information (SOFI) Report 
 
Director Mobbs briefed the committee which provided comments and an amendment to 
correct a minor error. 
 
FPC-2018-014 
It was MOVED and SECONDED, 
that the Briefing “Statement of Financial Information” as amended be forwarded to the 
September 2018 Trust Council for information. 
CARRIED 
 
4.3 Local Planning Services Review 
 
Director Marlor provided an update and recommendations of the Local Planning Services 
Review for improving service delivery of the Local Planning Services. Manager Thiel 
provided a verbal report as to the status of the Electronic Document Management project. 
The review and recommendations will be presented at the September 2018 Trust Council 
meeting. 
 
4.4 2019/20 Budget 
 
4.4.1 2019/20 Draft Budget Assumptions and Principles – Briefing 
4.4.2 2019/20 Draft Budget Assumptions and Principles - Attachment 
4.4.3 2019/20 Draft Budget Timelines - Attachment 
 
Director Mobbs briefed the committee which provided comments and an amendment to 
correct a typographical error. 
  

 
Financial Planning Committee Minutes of Meeting – August 29, 2018 Page 3 
 
4.5 Financial Planning Committee Work Program 
 
FPC-2018

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