Financial Planning Committee Meeting Agenda

· Islands Trust Area · Meeting Documents · 2017

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

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Financial Planning Committee
Agenda
 
 
 
Date:Wednesday, August 23, 2017
Time:10:00 am - 2:00 pm
Location:Islands Trust Victoria Boardroom
200-1627 Fort Street, Victoria, BC
Pages
1.CALL TO ORDER
2.APPROVAL OF AGENDA
3.ADOPTION OF MINUTES / COORDINATION
3.1Minutes of Meetings - May 31, 20172 - 4
3.2Follow up Action List5 - 6
4.TRUST COUNCIL BUSINESS
4.1June 30, 2017 Quarterly Financial Report - RFD7 - 11
4.2Statement of Financial Information (SOFI) Report12 - 16
4.32018/19 Budget
4.3.1Draft Budget Assumptions and Principles 2018/19 Budget Process -
Briefing
17 - 17
4.3.21st Draft Budget Assumptions and Principles18 - 24
4.3.3Timelines25 - 25
4.4FPC Report to September Trust Council26 - 26
5.BUSINESS
5.1LTC Project Specific Reserve Fund - Briefing27 - 41
5.2SSI LTC 2017/18 Budget Reallocation42 - 43
5.3Northern LTC 2017/18 Budget Reallocation44 - 45
6.NEW BUSINESS
7.NEXT MEETING - October 18, 2017
8.ADJOURNMENT
*Approximate time is provided for the convenience of the public only and is subject to
change without notice.
1

 
Financial Planning Committee Minutes of Meeting – Draft May 31, 2017 Page 1 
 
Financial Planning Committee 
Minutes of Meeting 
 
Date: 
 
Location: 
May 31, 2017 
 
Islands Trust Victoria Boardroom 
200-1627 Fort Street, Victoria, BC 
 
Members Present Peter Grove, Chair 
Alison Morse, Vice-Chair 
Paul Brent, LPC Rep (by phone) 
Peter Luckham, EC Rep 
George Grams, EC Rep 
Brian Crumblehulme, TPC Rep (by phone) 
Robin Williams, TFB Rep 
George Harris, Local Trustee (by phone) 
 
Members Absent: Laura Busheikin, EC Rep 
Susan Morrison, EC Rep 
 
Staff Present Cindy Shelest, Director Administrative Services 
Russ Hotsenpiller, Chief Administrative Officer 
David Marlor, Director Local Planning Services 
Clare Frater, Director Trust Area Services 
Jas Chonk, Recorder 
 
1. CALL TO ORDER 
 
The meeting was called to order at 10:40 a.m. 
 
2. APPROVAL OF AGENDA 
 
By General Consent, the Committee approved the agenda as presented. 
 
3. ADOPTION OF MINUTES / COORDINATION 
 
3.1 Minutes of Meetings – February 28, 2017 
 
FPC-2017-015 
It was MOVED and SECONDED 
to amend section 4.3.3 resolution FPC-2017-009 by replacing in the last sentence 
“June 2017” with “April, 2017”. 
CARRIED 
 
By General Consent, the minutes of February 28, 2017 were adopted as amended. 
 
3.2 Follow up Action List 
 
Director Shelest provided an update on each of the items in the follow up action list. 
  
2

 
Financial Planning Committee Minutes of Meeting – Draft May 31, 2017 Page 2 
 
4. TRUST COUNCIL BUSINESS 
 
4.1 March 31, 2017 Audited Financial Statements - RFD 
 
FPC-2017-016 
It was MOVED and SECONDED, 
that the Request for Decision “March 31, 2017 Audited Financial Statements” as 
amended be forwarded to the June 2017 Trust Council meeting. 
CARRIED 
 
4.2 Policy 6.5.1 General Revenue Fund Surplus - RFD 
 
FPC-2017-017 
It was MOVED and SECONDED, 
that the Request for Decision “Policy 6.5.1 General Revenue Fund Surplus” as 
presented be forwar

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