Financial Planning Committee Meeting Minutes

· Islands Trust Area · Meeting Documents · 2014

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Final – Financial Planning Committee Minutes February 12, 2014 
 
Financial Planning Committee 
Minutes of Meeting 
 
Date: 
Location: 
Wednesday, February 12, 2014 
Islands Trust Victoria Boardroom 
200-1627 Fort Street, Victoria, BC 
 
Members Present Gary Steeves, Chair 
Peter Grove, Vice-Chair 
Paul Brent 
Peter Luckham 
Sheila Malcolmson (by telephone) 
David Graham (by telephone) 
Jeanine Dodds (by telephone) 
Ken Hancock (by telephone) 
Susan Morrison 
 
Regrets Louise Decario 
 
Staff Present Cindy Shelest, Director Administrative Services 
Nancy Roggers, Finance Officer 
Linda Adams, Chief Administrative Officer 
Lisa Gordon, Director Trust Area Services 
David Marlor, Director Local Planning Services 
Clare Frater, Trust Area Policy Analyst 
 
1. CALL TO ORDER 
 
The meeting was called to order at 10:02 am 
 
2. APPROVAL OF AGENDA 
 
Director Shelest advised the Committee that there would be discussion of 
salaries and training analysis as part of section 4.3.2. 
   
BY GENERAL CONSENT, the Committee approved the agenda. 
  
 
 
 
 
 

Page 2 of 6 
 
Final – Financial Planning Committee Minutes February 12, 2014 
3. ADOPTION OF MINUTES / COORDINATION 
 
3.1. Minutes of Meeting – January 22, 2014 
 
 BY GENERAL CONSENT, the minutes of January 22, 2014 were adopted  
 
3.2. Follow up Action List 
 
Director Shelest updated the Committee on the FUAL items and advised the 
Committee that the request for decision and revised policy on trustee expenses would 
be presented at the June 2, 2014 meeting. 
 
The Committee requested that Director Shelest add a descriptor to indicate what 
Bylaw # 29 is. 
 
4. BUSINESS 
 
4.1. RFD – Quarterly Financial Statements December 31, 2013 
 
Director Shelest reviewed the December 31, 2013 third quarter financial statements.  
 
Trustee Grove requested that the December 31, 2012 results be included on the 
balance sheet before it goes to Trust Council.   
 
FPC-2014-011 
It was MOVED and SECONDED that the December 31, 2013 third quarter 
financial statements be forwarded to Trust Council.   
CARRIED 
   
4.2. Briefing on the 2013/14 Forecast 
 
Director Shelest reviewed the 2013/14 forecast and briefing with the Committee.  
 
Director Marlor reviewed the forecasted expenditures for various projects and legal 
fees with the Committee. 
  
FPC-2014-012 
It was MOVED and SECONDED that the Financial Planning Committee 
f
orward the briefing of the 2013/14 forecast updated Dec 31/13 to Trust Council as 
amended.          
CARRIED 
 
 
 
 

Page 3 of 6 
 
Final – Financial Planning Committee Minutes February 12, 2014 
4.3. Finalize 2014-15 Proposed Budget 
 
  4.3.1.  Public Feedback Received to February 11, 2014 
 
Director Shelest distributed the public feedback that was received on the budget.  She 
advised that only comments on the general budget were included and that all 
comments on the Salt Spring Island tax requisition had been forwarded to Salt Spring 
Island. 
 
FPC-2014-013 
It  was MOV

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