Financial Planning Committee Meeting Agenda

· Islands Trust Area · Meeting Documents · 2016

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

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Financial Planning Committee
Agenda
 
 
 
Date:Wednesday, November 16, 2016
Time:9:30 am - 12:30 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 - October 19, 20163 - 6
3.2Follow up Action List7 - 8
4.BUSINESS
4.1Adjustments to 2016/17 Budget
4.1.1North Pender LTC Budget Revisions9 - 10
4.1.2Saturna Budget Reallocation11 - 12
4.22016/17 2nd Quarter Results - Decision13 - 18
4.32016/17 Forecast19 - 22
4.42017/18 Proposed Budget - Changes since last FPC23 - 23
4.52017/18 Proposed Budget to Trust Council
4.5.1Budget Session Outline24 - 25
4.5.2Budget Overview26 - 27
4.5.3Budget Assumptions and Principles28 - 33
4.5.4Budget Detail34 - 34
4.5.5Project Requests
4.5.5.1Summary of all Projects35 - 35
4.5.5.2LTC Project Request Details36 - 50
4.5.5.3SSI Special Property Tax Requisition51 - 54
4.5.5.4Electronic Data Management55 - 58
4.6Staff Response to KPMG Report59 - 177
1

4.7Proposed Amendments to Trust Council Policy 6.5.i General Revenue Fund
Surplus
Will come as a late item.
4.8FPC Report to Trust Council178 - 178
5.NEW BUSINESS
6.NEXT MEETING
The next meetnig will take place on January 17, 2017.
7.ADJOURNMENT
*Approximate time is provided for the convenience of the public only and is subject to
change without notice.
2

 
DRAFT – Financial Planning Committee – October 19, 2016
 1 
 
Financial Planning Committee 
Minutes of Meeting 
 
Date: 
Location: 
October 19, 2016 
Islands Trust Victoria Boardroom 
200-1627 Fort Street, Victoria, BC 
 
Members Present Peter Grove, Chair 
Alison Morse, Vice-Chair 
George Harris, Local Trustee (by phone) 
Brian Crumblehume, TPC Rep 
Paul Brent, LPS Rep 
Peter Luckham, EC Rep 
Laura Busheikin, EC Rep (by phone) 
George Grams, EC Rep (by phone) 
Susan Morrison, EC Rep 
 
Staff Present Cindy Shelest, Director Administrative Services 
Nancy Roggers, Finance Officer 
Russ Hotsenpiller, Chief Administrative Officer 
David Marlor, Director Local Planning Services 
Lisa Gordon, Director Trust Area Services 
 
  
 
 
1. CALL TO ORDER 
 
The meeting was called to order at 10:01 am 
 
2. APPROVAL OF AGENDA 
 
Status of hiring for the new Director of Administrative Services was added to new 
business.  
 
By general consent, the Committee approved the amended agenda. 
 
3. ADOPTION OF MINUTES / COORDINATION 
 
3.1 Minutes of Meeting - August 24, 2016 
   
  Amend heading of 4.3 to “Financial” from Finance 
  Amend next meeting date to October 19, 2016 
 
By general consent, the minutes of August 24, 2016 were adopted. 
 
 
 
3

 
DRAFT – Financial Planning Committee – October 19, 2016
 2 
3.2 Follow up Action List 
 
Director Shelest provided an update on each of the items in the FUAL. 
 
 
4. BUSINESS 
 
 
4.1 1st Consideration of Proposed 2017/18 Budget 
 
Chief Administrative Officer Hotsenpiller introduced the first draft of the 2017/18 
budget. He advised that the next draft would be co

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