Financial Planning Committee Meeting Minutes

· Islands Trust Area · Meeting Documents · 2016

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Topics: First Nations & reconciliation · Governance & budget — our classification, not the Trust's.

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Final – Financial Planning Committee – January 19, 2016
 
1 
 
Financial Planning Committee 
Minutes of Meeting 
 
Date: 
Location: 
January 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) 
Derek Masselink, TPC Rep (by phone) 
Paul Brent, LPC Rep 
Dereck Atha, TFB Rep (by phone) 
Peter Luckham, EC Rep 
Laura Busheikin, EC Rep 
George Grams, EC Rep 
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 
Pamela Hafey, Communications Specialist 
 
1. CALL TO ORDER 
 
The meeting was called to order at 11:00 am 
 
2. APPROVAL OF AGENDA 
 
By general consent the Committee approved the agenda as presented. 
 
3. ADOPTION OF MINUTES / COORDINATION 
 
3.1 Minutes of Meeting - November 18, 2015 
 
It  was noted that Susan Morrison attended the November 18, 2015 meeting in 
person and that the minutes should reflect this.  
 
The minutes were adopted by general consensus as amended. 
 
3.2 Follow up Action List 
 
The Follow up Action List was received for information. 
 
Trustees Grove, Morse, Brent along with Director Shelest and Finance Officer 
Roggers will meet to review and discuss the allocated financial statements. 

 
Final – Financial Planning Committee – January 19, 2016
 
2 
 
4. BUSINESS 
 
 
4.1 General Discussion 2016/17 Budget 
 
Director Shelest advised changes to budget since November, 2015 as follows:   
 
• Reduction to the Victoria Office move budget as requested at 
December Trust Council; 
• Bowen calculation has been reviewed and discussed with Bowen 
Municipality representatives.   
 
Director Shelest advised that Non market growth numbers were received from 
BC Assessment and that the Non market growth will be adjusted.  Adjustments 
will be reflected on the budget that comes back to the Committee at their March 
2
nd
 meeting.  
 
The Committee requested that some of the accounts be consolidated on the 
budget spreadsheet to be included in the budget consultation package.  
 
Trustee Harris arrived at 11:30 by phone 
 
FPC-2016-001 
It was MOVED and SECONDED 
that in respect of the budget materials for public consultation that the Financial 
Planning Committee include the 2014/15 actual numbers as a fourth column and 
the 2014/15 budget as a fifth column.  
CARRIED 
Trustee Masselink and Busheikin opposed 
 
The Committee requested that some accounts on the budget be consolidated 
and renamed to provide summary information in the budget consultation 
package. 
 
4.2 2016/17 Budget - Public Consultation documents 
 
Director Gordon gave an overview of the public consultation documents.  She 
also advised how documents will appear on the website. Ads will appear starting 
Monday, February 26, 201

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