Financial Planning Committee Meeting Agenda

· Islands Trust Area · Meeting Documents · 2017

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Financial Planning Committee
Agenda
 
 
 
Date:Wednesday, May 31, 2017
Time:10:30 am - 2:00 pm
Location:Islands Trust Victoria Boardroom
200-1627 Fort Street, Victoria, BC
Pages
1.CALL TO ORDER
NOTE: The Audit Committee will meet from 10:00 to 10:30am.
2.APPROVAL OF AGENDA
3.ADOPTION OF MINUTES / COORDINATION
3.1Minutes of Meetings - February 28, 20172 - 6
3.2Follow up Action List7 - 7
4.TRUST COUNCIL BUSINESS
4.1March 31, 2017 Audited Fnancial Statements - RFD
Note: This item will be provided after the Audit Committee meeting.
4.2RFD - Policy 6.5.1 General Revenue Fund Surplus8 - 16
4.3RFD - Policy 7.2.1 Trustee  Remuneration17 - 24
4.4FPC Report to Trust Council25 - 25
5.BUSINESS
5.12016/17 Financial Results - Briefing26 - 30
5.2RFD - FPC Section of 2016/17 Annual Report31 - 34
That the Financial Planning Committee approves the attached text for inclusion
in the 2016-2017 Annual Report for approval (as amended) by Trust Council and
submission to the Minister of Community, Sport and Cultural Development.
6.NEW BUSINESS
7.NEXT MEETING - August 23, 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 – February 28, 2017 Page 1 
 
Financial Planning Committee 
Minutes of Meeting 
 
Date: 
 
Location: 
February 28, 2017 
 
Islands Trust Victoria Boardroom 
200-1627 Fort Street, Victoria, BC 
 
Members Present Peter Grove, Chair 
Alison Morse, Vice-Chair (by phone) 
Paul Brent, LPC Rep (by phone) 
Peter Luckham, EC Rep 
Laura Busheikin, EC Rep 
George Grams, EC Rep 
Susan Morrison, EC Rep 
Brian Crumblehulme, TPC Rep 
George Harris, Local Trustee (by phone) 
 
Staff Present Cindy Shelest, Director Administrative Services 
David Marlor, Director Local Planning Services 
Clare Frater, Director Trust Area Services 
Robert Barlow, Recorder 
 
1. CALL TO ORDER 
 
The meeting was called to order at 10:01 a.m. 
 
2. APPROVAL OF AGENDA 
 
By general consent the agenda was approved. 
 
3. ADOPTION OF MINUTES / COORDINATION 
 
3.1 Minutes of Meetings - January 17, 2017 
 
By general consent the Financial Planning Committee minutes of January 17, 
2017 were adopted as presented. 
 
3.2 Follow up Action List 
 
Director Shelest provided an update on each of the items in the follow up action list. 
 
4. TRUST COUNCIL BUSINESS 
 
4.1 RFD – December 31, 2016 Quarterly Financial Report 
 
FPC-2017-007 
It was MOVED and SECONDED, 
that the Request for Decision “December 31, 2016 Quarterly Financial Report” as 
presented be forwarded to the March 2017 Trust Council meeting . 
 
CARRIED 
 
2

 
Financial Planning Committee Minutes of Meeting – February 28, 2017 Page 2 
4.2 Briefing - 2016-17 Financial Forecast 
 
The Committee requested an amendment to the explanation related to statutory 
notices in the Expenditures section of the briefing. 
 
FPC-2017-008 
It was MOVED and SECONDED, 
that the Briefing “2016-17 Financial Forecast for the yea

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