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Minutes - Finance Advisory Committee - 20240409 Town of Aurora Finance Advisory Committee Meeting Minutes Date: Time: Location: Tuesday, April 9, 2024 5:45 p.m. Holland Room, Aurora Town Hall Committee Members: Mayor Tom Mrakas (Chair) Councillor Michael Thompson Councillor Ron Weese Other Attendees: Doug Nadorozny, Chief Administrative Officer Rachel Wainwright-van Kessel Jason Gaertner, Manager, Financial Management Martin Stefanczyk, Manager, Project Management Office Rahul Varadharajulu, Consultant, Project Management Office Emily Freitas, Council/Committee Coordinator _____________________________________________________________________ 1. Call to Order The Chair called the meeting to order at 5:46 p.m. 2. Land Acknowledgement The Committee acknowledged that the meeting took place on Anishinaabe lands, the traditional and treaty territory of the Chippewas of Georgina Island, recognizing the many other Nations whose presence here continues to this day, the special relationship the Chippewas have with the lands and waters of this territory, and that Aurora has shared responsibility for the stewardship of these lands and waters. It was noted that Aurora is part of the treaty lands of the Mississaugas and Chippewas, recognized through Treaty #13 and the Williams Treaties of 1923. Financial Advisory Committee Meeting Minutes Tuesday, April 9, 2024 2 3. Approval of the Agenda Moved by Ron Weese Seconded by Councillor Thompson That the agenda as circulated by Legislative Services be approved. Carried 4. Declarations of Pecuniary Interest and General Nature Thereof There were no declarations of pecuniary interest under the Municipal Conflict of Interest Act, R.S.O. 1990, c. M.50. 5. Receipt of the Minutes 5.1 Finance Advisory Committee Meeting Minutes of February 13, 2024 Moved by Councillor Thompson Seconded by Ron Weese 1. That the Finance Advisory Committee Meeting Minutes of February 13, 2024, be received for information. Carried 6. Delegations None. 7. Matters for Consideration 7.1 Memorandum from Financial Management Advisor; Re: Budget Review the Aurora Historical Society Geoffrey Dawe, President, Dan McGeown, Director, John Green, Director, Kathleen Vahey, Curator, from the Aurora Historical Society presented an overview of the Aurora Historical Society's Budget Review, highlighting financial statements and balance sheets ending in 2022, including a detailed discussion of the building's operating expense, fundraising and Financial Advisory Committee Meeting Minutes Tuesday, April 9, 2024 3 volunteering challenges. The Hillary House’s approximate $1 million in outstanding capital works was highlighted. The Committee discussed the Aurora Historical Society’s declining membership, explored alternative revenue and funding options, and possible options for long-term sustainability of the Hillary House. Moved by Councillor Thompson Seconded by Ron Weese 1. That the memorandum regarding the Budget Review of the Aurora Historical Society be received; and 2. That the Finance Advisory Committee comments regarding the Budget Review of the Aurora Historical Society be received and referred to staff for consideration and further action as appropriate. Carried 7.2 Memorandum from Project Management Office; Re: Capital Project Portfolio Update Staff presented an alternative project management methodology called earned value management along with its associated corporate portfolio schedule and cost performance index. The Committee and Staff discussed sample schedules and cost variances, and how the Project Management Office is taking an active approach on how they manage the Town’s capital project portfolio through their collection of data that will enable Council, senior management and project managers to monitor how current projects are performing. It was acknowledged that the education of Council and other users on this proposed framework would be important in ensuring its successful implementation. Moved by Ron Weese Seconded by Councillor Thompson 1. That the memorandum regarding the Town’s Capital Project Portfolio Update be received for information. Carried Financial Advisory Committee Meeting Minutes Tuesday, April 9, 2024 4 7.3 Memorandum from Project Management Office; Re: Municipal Service Delivery Review Update Staff presented an update on the progress of implementing the recommendations from the Municipal Service Delivery Review (SDR), providing clarity on various topics including: hybrid work, the performance and goals of the Project Management Office including corporate performance management, corporate communications strategy, and further plans to provide updates to the Committee. The Committee and Staff discussed the modelling and methodology used in the Municipal Service Delivery Review, including the tangible outcomes to determine the progress of the service delivery. Moved by Councillor Thompson Seconded by Ron Weese 1. That the memorandum regarding the Town’s Municipal Service Delivery Review be received for information. Carried 8. New Business None. 9. Adjournment Moved by Councillor Thompson Seconded by Ron Weese That the meeting be adjourned at 6:45 p.m. Carried