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Minutes (Appointed) - Finance Advisory Committee - 20240910 Town of Aurora Finance Advisory Committee Meeting Minutes Date: Time: Location: Tuesday, September 10, 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, Director, Finance Robin McDougall, Director, Community Services Jason Gaertner, Manager, Financial Management John Firman, Manager, Business Support Services Philip Rose, Manager, Library Square Tracy Evans, Advisor, Financial Management Emily Freitas, Council/Committee Coordinator _____________________________________________________________________ 1. Call to Order The Chair called the meeting to order at 5:45 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. Finance Advisory Committee Meeting Minutes Tuesday, September 10, 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 June 11, 2024 Moved by Councillor Thompson Seconded by Ron Weese 1. That the Finance Advisory Committee Meeting Minutes of June 11, 2024, be received for information. Carried 6. Delegations None. 7. Matters for Consideration 7.1 Memorandum from Financial Management Advisor; Re: Budget Review of Community Services Staff provided a brief overview and answered questions regarding the operating budget of Community Services and the forecast for 2024, highlighting key components including program delivery expenses, impacts on operational costs, and facility maintenance and repair costs. Finance Advisory Committee Meeting Minutes Tuesday, September 10, 2024 3 The Committee and Staff discussed changes to the availability of community grants and inquired about further information around grants and sponsorships in the budget review, when revenue will be reported in terms of the opening of Aurora Town Square, variances in community programming revenue, changes in revenue projections due to fluctuations in rentals and vacancies, the increase cost for services and consultants, and spending on departmental training courses. Moved by Councillor Thompson Seconded by Ron Weese 1. That the memorandum regarding the Budget Review of Community Services be received; and 2. That the Finance Advisory Committee comments regarding the Budget Review of Community Services be received and referred to staff for consideration and further action as appropriate. Carried 7.2 Memorandum from Financial Management Advisor; Re: Prudent Investor Update Staff provided a brief update on the Town's prudent investor investments since transferring funds to the ONE Joint Investment Board (JIB) and presented the quarterly statements for 2024, discussing the expansion of JIB as the organization shifts towards an Outsourced Chief Investment Officer model, the wide variety of funds becoming available, and the increase in investment opportunities. The Committee and Staff discussed moving forward with the current investment strategy, the use of data to increase reserves and determine how much will be included in the user rate and tax levy, and how to mitigate investment returns to offset future increases. Moved by Ron Weese Seconded by Councillor Thompson 1. That the memorandum regarding the Prudent Investor Update be received; and Finance Advisory Committee Meeting Minutes Tuesday, September 10, 2024 4 2. That the Finance Advisory Committee comments regarding the Prudent Investor Update be received and referred to staff for consideration and further action as appropriate. Carried 8. New Business None. 9. Adjournment Moved by Councillor Thompson Seconded by Ron Weese That the meeting be adjourned at 6:11 p.m. Carried