Budget & Finance
Description
The Budget and Finance Advisory Committee advises the Board of Directors and assists the General Manager in the preparation of budgets, both operating and capital; reviews financial performance and updates financial forecasts throughout the year; reviews and provides recommendations regarding the annual audit of the Association’s financial statements; and develops programs of asset management and investment policies and procedures.
For meeting time and location, see the committee calendar.
Current Committee Members
Larry Perrone - Board Liaison
Phone: 443-513-1407
Email: lperrone@oceanpines.org
Harold Dick Keiling - Chair
603-303-3704
Email: keiling8082@gmail.com
2nd Term
Term Ends: July 28, 2022
Thomas Piatti
410-302-0558
Email: tompiatti@aol.com
2nd Term
Term Ends: Sept. 15, 2023
Brian Reynolds
609-489-2367
Email: bsreyns@outlook.com
1st Term
Term Ends: October 2, 2022
George Solyak
717-723-6507
Email: gdsolyak@gmail.com
1st Term
Term Ends: October 2, 2022
Donald Nederostek
215-435-0257
Email: donned22@yahoo.com
1st Term
Term Ends: November 18, 2023
Donald Bonafede
717-884-4694
Email: bonafede1308@comcast.net
1st Term
Term Ends: February 20, 2024
Yvette Tanious
1st Term
Term Ends: March 20, 2024
Committee Resolution
Committee Meeting Minutes
Document Name | Description |
---|---|
March 21, 2022 Minutes | Budget and Finance Advisory Committee Meeting Minutes for March 21, 2022 |
Jan. 26, 2022 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Jan. 26, 2022 |
Jan. 4-6, 2022 Minutes | Budget and Finance Advisory Committee Budget Review Meeting Minutes for Jan. 4-6, 2021 |
Dec. 22, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Dec. 22, 2021 |
Oct. 27, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Oct. 27, 2021 |
Sept. 22, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Sept. 22, 2021 |
July 2021 Financial Q&A | Committee questions and comments on the July 2021 financial report |
June 23, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for May 26, 2021 |
May 26, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for May 26, 2021 |
April 28, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for April 28, 2021 |
March 31, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for March 31, 2021 |
Feb. 24, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Feb. 24, 2021 |
Jan. 27, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Jan. 27, 2021 |
Jan. 5-8, 2021 Executive Summary | Budget and Finance Advisory Committee Executive Summary for Jan. 5-8, 2021 |
Jan. 5-8, 2021 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Jan. 5-8, 2021 |
Dec. 21, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Dec. 21, 2020 |
Nov. 25, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Nov. 25, 2020 |
Nov. 11, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Nov. 11, 2020 |
Oct. 28, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Oct. 28, 2020 |
Sept. 30, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Sept. 30, 2020 |
Aug. 26, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Aug. 26, 2020 |
July 29, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for July 29, 2020 |
June 24, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for June 24, 2020 |
June 10, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for June 10, 2020 |
Feb. 26, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for Feb. 26, 2020 |
January 29, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for January 29, 2020 |
January 6-8, 2020 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for January 6-8, 2020 |
January 3, 2020 Minutes | Budget and Finance Advisory Committee Meeting Minutes for January 3, 2020 |
October 23, 2019 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for October 23, 2019 |
Budget and Finance Advisory Committee Meeting Minutes for October 9, 2019 | |
Budget and Finance Advisory Committee Meeting Minutes for September 25, 2019 | |
Budget and Finance Advisory Committee Meeting Minutes for August 28, 2019 | |
Budget and Finance Advisory Committee Meeting Minutes for July 24, 2019 | |
June 5, 2019 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for June 5, 2019 |
April 24, 2019 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for April 24, 2019 |
March 20, 2019 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for March 20, 2019 |
February 27, 2019 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for February 27, 2019 |
February 21, 2019 Minutes |
Budget and Finance Advisory Committee Budget Guidance and Special Meeting Minutes for February 21, 2019 |
Reserve Study Minutes August 3, 2018 |
Budget and Finance Advisory Committee Reserve Study Meeting Minutes from August 3, 2018 |
August 22, 2018 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for August 2018 |
July 2018 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for July 2018 |
June 2018 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for June 2018 |
Executive Council Meeting Minutes |
Executive Council Meeting Minutes for June 7, 2018 |
April 2018 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for April 2018 |
March 2018 Minutes |
Budget and Finance Advisory Committee Meeting Minutes for March 2018 |
Committee Agendas and Reports
Document Name | Description |
---|---|
April 25, 2022 Agenda | Budget and Finance Advisory Committee Meeting Agenda for April 25, 2022 |
March 21, 2022 Agenda | Budget and Finance Advisory Committee Meeting Agenda for March 21, 2022 |
Feb. 22, 2022 Agenda | Budget and Finance Advisory Committee Meeting Agenda for Feb. 22, 2022 |
Jan. 26, 2022 Agenda | Budget and Finance Advisory Committee Meeting Agenda for Jan. 26, 2022 |
Jan. 4-6, 2022 Agendas | Budget and Finance Advisory Committee Meeting Agendas for January 4-6, 2021 |
Dec. 22, 2021 Agenda | Budget and Finance Advisory Committee Meeting Agenda for Dec. 22, 2021 |
Nov. 10, 2021 Agenda | Budget and Finance Advisory Committee Reserve Study Working Session Agenda for Nov. 10, 2021 |
Oct. 27, 2021 Agenda |
Budget and Finance Advisory Committee Meeting Agenda for Oct. 27, 2021 |
Sept. 22, 2021 Agenda | Budget and Finance Advisory Committee Meeting Agenda for Sept. 22, 2021 |
July 28, 2021 Agenda | Budget and Finance Advisory Committee Meeting Agenda for July 28, 2021 |
June 23, 2021 Agenda | Budget and Finance Advisory Committee Meeting Agenda for June 23, 2021 |
April 28, 2021 Agenda | Budget and Finance Advisory Committee Meeting Agenda for April 28, 2021 |
March 31, 2021 Agenda | Budget and Finance Advisory Committee Meeting Agenda for March 31, 2021 |
Feb. 24, 2021 Agenda | Budget and Finance Advisory Committee Meeting Agenda for Feb. 24, 2021 |
January 27, 2021 Agenda | Budget and Finance Advisory Committee Meeting Agenda for January 27, 2021 |
January 5-8, 2020 Agendas | Budget and Finance Advisory Committee Meeting Agendas for January 5-8, 2021 |
Nov. 11, 2020 Agenda | Budget and Finance Advisory Committee Work Session Agenda for Nov. 11, 2020 |
Oct. 28, 2020 Agenda | Budget and Finance Advisory Committee Meeting Agenda for Oct. 28, 2020 |
2020 Budget Guidance | Presented to the Ocean Pines Board of Directors on Oct. 17, 2020 |
Aug. 26, 2020 Agenda | Budget and Finance Advisory Committee Meeting Agenda for Aug. 26, 2020 |
July 29, 2020 Agenda | Budget and Finance Advisory Committee Meeting Agenda for July 29, 2020 |
June 24, 2020 Agenda | Budget and Finance Advisory Committee Meeting Agenda for June 24, 2020 |
February 26, 2020 Agenda | Budget and Finance Advisory Committee Meeting Agenda for February 26, 2020 |
January 29, 2020 Agenda | Budget and Finance Advisory Committee Meeting Agenda for January 29, 2020 |
January 6-8, 2020 Agendas | Budget and Finance Advisory Committee Meeting Agendas for January 6-8, 2020 |
January 3, 2020 Agenda | Budget and Finance Advisory Committee Meeting Agenda for January 3, 2020 |
November 20, 2019 |
Budget and Finance Advisory Committee Meeting Agenda for November 20, 2019 |
Budget and Finance Advisory Committee Meeting Agenda for October 23, 2019 | |
Annual Report of the Budget and Finance Advisory Committee for 2019 | |
September 25, 2019 Agenda |
Budget and Finance Advisory Committee Meeting Agenda for September 25, 2019 |
June 26, 2019 Agenda |
Budget and Finance Advisory Committee Meeting Agenda for June 26, 2019 |
February 21, 2019 Agenda |
Budget and Finance Advisory Committee Special Meeting Agenda for February 21, 2019 |
February 19, 2019 Special B&F Meeting Agenda |
Budget and Finance Advisory Committee Special Q&A Meeting Agenda for February 19, 2019 |
January 7-9, 2019 Agendas |
Budget and Finance Advisory Committee Budget Session Agendas for January 7-9, 2019 |
Reserve Study Memo October 15, 2018 |
October 15, 2018 Memo to the Board of Directors from the Budget and Finance Advisory Committee Regarding the Reserve Study |
September 2018 Agenda |
Budget and Finance Advisory Committee Meeting Agenda for September 2018 |
Budget Guidance for FY 2019-2020 |
Budget and Finance Advisory Committee Budget Guidance Recommendation to the Board of Directors for FY 2019-2020 |
August 22, 2018 Agenda |
Budget and Finance Advisory Committee Meeting Agenda for August 22, 2018 |
August 11, 2018 Agenda |
Budget and Finance Advisory Committee Meeting Agenda for August 11, 2018 |
Major Capital Projects & Reserve Study |
Summary Review |
2018 Advisory Committee Minutes Report |
A list of the approved 2018 meeting minutes provided by the Advisory Committees of the Board Updated 6/12/18 |
Proposed Budget Response January 2018 |
Budget and Finance Advisory Committee Proposed Budget Response January 2018 |
Executive Council Meeting Agenda |
Executive Council Meeting Agenda for June 7, 2018 |
April 2018 Agenda |
Budget and Finance Advisory Committee Meeting Agenda for April 2018 |
March 2018 Agenda |
Budget and Finance Advisory Committee Meeting Agenda for March 2018 |
January 10-12, 2018 Agendas |
Budget and Finance Advisory Committee Budget Session Agendas for January 10-12, 2018 |
Committee Meeting Videos
Meeting Date and Description | Video Link |
---|---|
Jan. 5, 2021 Budget Review | https://youtu.be/y0SxV8GlkCs |
Jan. 6, 2021 Budget Review | https://youtu.be/Nj8sYmYXXLE |
Jan. 7, 2021 Budget Review | https://youtu.be/pT4XgMjY28I |
Jan. 8, 2021 Budget Review | https://youtu.be/zzRI9iyRU4M |