A Guide to the Records of the Virginia Office of the Secretary of Finance, 1998-2005 (bulk 2002-2005)
A Collection in
the Library of Virginia
Accession Numbers 42515 and 43560
Library of Virginia
The Library of Virginia800 East Broad Street
Richmond, Virginia 23219-8000
USA
Phone: (804) 692-3888 (Archives Reference)
Fax: (804) 692-3556 (Archives Reference)
Email: archdesk@lva.virginia.gov(Archives)
URL: http://www.lva.virginia.gov/
© 2007 By The Library of Virginia. All Rights Reserved.
Processed by: Roger E. Christman
Administrative Information
Access Restrictions
Collection is open to research.
Use Restrictions
Privacy protected information is considered closed for 75 years after date of record creation per Code of Virginia 42.1-78. Types of records restricted include, but are not limited to: state income tax returns. Restricted material has been sealed, but has not been removed from the collection.
Preferred Citation
Records of the Virginia Office of the Secretary of Finance, 1998-2005 (bulk 2002-2005), [cite specific accession number used]. State Records Collection, Library of Virginia
Acquisition Information
Office of the Secretary of Finance, Patrick Henry Building, 1111 E. Broad Street, Richmond, Virginia, 23219. Accession 42515 transferred 1 March 2006 and accessioned on 2 March 2006; Accession 43560 transferred 5 December 2007 and accessioned on 13 December 2007.
Historical Information
In 1970, the Governor's Management Commission Study recommended the creation of six "Deputy Governors" assist the Chief Executive in his managerial duties, compatible functions of government were grouped under these administrative heads, who would serve as the Governors top management team or "secretariats," as they are called now. The General Assembly in 1972 created six Secretariats positions initially. As government reorganized, that number fluctuated when government agencies expanded or consolidated.
Since the establishment of a secretarial system in 1972, there have been several reorganizations of that system. The financial management function of the state has shifted from under the direction of the Secretary of Finance to the Secretary of Administration; then to Secretary of Administration and Finance and currently back to the Secretary of Finance, through various reorganizations of state government from 1970's to the present. The function of the secretary is to provide sound fiscal management and recommend to the Governor a comprehensive budget for those agencies under his jurisdiction. The secretary's responsibilities are: to monitor programs, services and performance of subordinate state agencies to develop state policies programs for long-range planning and policy formulation; and approve solicitation or acceptance of any donations, gifts or grants; to hold agency heads accountable for their agency's administrative, fiscal and program performance. All secretaries are appointed by the governor and serve at his will.
During the Administration of Governor Mark R. Warner (2002-2006) the Secretary of Finance was responsible for the direction or jurisdiction over the following state agencies and boards: Dept. of Accounts, Dept. of Planning and Budget, Dept. of Taxation, Dept. of Treasury, Treasury Board, Debt Capacity Advisory Committee, Virginia College Building Authority, Virginia Public Building Authority and Virginia Public School Authority.
On 28 November 2001, Governor-elect Mark R. Warner named Senate Finance Committee Staff Director John M. Bennett as Secretary of Finance. Bennett served until the end of the Warner Administration in January 2006.
Scope and Content
The Secretary of Finance, Records, are housed in fifty-one (51) boxes. The collection is arranged into seven (7) series. Series have been designated for: I. Car Tax, 2002; II. Correspondence and Supporting Documentation - Assigned State Agencies, 2002-2005; III. Correspondence and Supporting Documentation - Chronological File, 1998-2000, 2002-2005; IV. Joint Money Committee Meeting Files, 1998-2004; V. Revenue Reports and Supporting Documentation, 2000-2005; VI. Special Projects Files, 2003-2005; and VII. Records, 2002-2005. These records include agenda items, correspondence, memorandums, presentations, reports, speeches, and files by subject. These records document the work of the Secretary of Finance under Governor Mark R. Warner. The bulk of the records can be found in the Records series which includes documents related to the development of Governor Warner's Tax and Budget Reform Plan, revenue forecasting, budget cuts and development, transportation initiatives and economic development.
Arrangement
This collection is arranged into the following series:
I. Car Tax, 2002 II. Correspondence and Supporting Documentation, Assigned State Agencies, 2002-2005 III. Correspondence and Supporting Documentation, Chronological Files, 1998-2000, 2002-2005 IV. Joint Money Committee Meeting Files, 1998-2004 V. Revenue Reports and Supporting Documentation, 2000-2005 VI. Special Project Files, 2003-2005 VII. Records, 2002-2005Contents List
The Car Tax series is housed in one folder and contains a copy of the Department of Taxation's report, Personal Property Tax Relief Act of 1998: Estimates of Reimbursements to Localities, Fiscal Years, 2003-2006. Also included is transmittal letter from Secretary of Finance John M. Bennett dated 12 November 2002 to John H. Chichester, Chairman, Senate Finance Committee and Vincent F. Callahan, Jr., Chairman, House Appropriations Committee.
- Box 1
Folder 1
Personal Property Tax Relief Act of 1998: Estimates of Reimbursements to Localities, Fiscal Years 2003-2006
The Correspondence and Supporting Documentation: Assigned State Agencies series is housed in seven folders and consists of documents and supporting documentation from the Departments of: Accounts, Planning and Budget, Taxation and Treasury. The files are arranged alphabetically by topic. The majority of the correspondence consist of service award letters written by Secretary Bennett and sent to state employees who work for agencies within the secretariat. Notable documents include: Information Technology Plans for the Departments of: Accounts, Planning and Budget, Taxation and Treasury, all written in 2003.
- Box 1
Folder 2
Administrative Dispute Resolution, 2002-2003
- Box 1
Folder 3
Continuity of Operations Plans (COOP), 2004
- Box 1
Folder 4
IT Strategic Planning Certification (Finance Agencies), 2002-2003
- Box 1
Folder 5
Service Awards (part one)
- Box 1
Folder 6
Service Awards (part two)
- Box 1
Folder 7
Southern Regional Education Board Conference, 14 November 2003
- Box 1
Folder 8
Tax - General, 2002
The Correspondence and Supporting Documentation: Chronological Files series is housed in 18 archival boxes and is arranged in four subseries. Subseries have been designated for Constituent Correspondence, Budget, General Assembly and Presentations. This series documents correspondence received by the Office of the Secretary of Finance during Governor Mark Warner's administration.
- Boxes 2-18
Subseries III.A. Constituent Correspondence, 1998-2000, 2002-2005 .Extent: 5.60 cubic feet
This subseries is housed in 17 archival boxes and is further subdivided by constituent mail and write-in campaigns. The constituent mail is arranged in roughly chronological order by last action taken. The write-in campaign material is arranged by topic. The subseries contains correspondence from various constituents to Governor Mark W. Warner, along with a copy of John M. Bennett's letter in response, and a page from the people summary database which includes the name, address, and phone number of the correspondent. Each letter in this series contains a unique tracking number assigned by the Governor's Office Constituent Services. Records are arranged by outgoing tracking number. The correspondence in this series relates to the following topics: budget reductions, reduction in state aid for libraries, taxation, capital improvements for higher education, sales tax on food, funding for K-12 public education, Rainy Day Fund, state budget, vehicle inspection fees, personal property tax, concerns with Budget amendments for Virginia School for the Deaf and Blind, cigarette taxes, state aid to public libraries, suggestions for solving the budget crisis of 2002, and Internet taxation.
Write-in campaign topics include: Ask Why? Campaign, Virginia Cooperative Extension, Cigarette Tax, Age Deduction, Find It Virginia and Ask It Virginia, and Budget Issues.
-
2002
- Box 2
Folder 1
2000345-2002342
- Box 2
Folder 2
2002349-2004005
- Box 2
Folder 3
2004023-2005883
- Box 2
Folder 4
2006020-2013155
- Box 2
Folder 5
2013233-2015032
- Box 2
Folder 6
2015036-2016591
- Box 3
Folder 1
2017007-2024667
- Box 3
Folder 2
2024670-2034168
- Box 3
Folder 3
2034190-2036201
- Box 3
Folder 4
2036270-2038533
- Box 3
Folder 5
2038534-2038985
- Box 3
Folder 6
2039102-2040324
- Box 4
Folder 1
2040509-2042379
- Box 4
Folder 2
2042380-2047678
- Box 4
Folder 3
2047679-2049475
- Box 4
Folder 4
2049476-2050097
- Box 4
Folder 5
2050188-2052302
- Box 4
Folder 6
2052304-2053791
- Box 5
Folder 1
2053829-2055477
- Box 5
Folder 2
2055518-2058886
- Box 5
Folder 3
2059030-2065338
- Box 5
Folder 4
2065702-2070374
- Box 5
Folder 5
2070384-2071821
- Box 5
Folder 6
2071824-2075443
- Box 2
Folder 1
-
2003
- Box 6
Folder 1
2075817-2081571
- Box 6
Folder 2
2081756-2095400
- Box 6
Folder 3
2096357-2107742
- Box 6
Folder 4
2108309-2120097
- Box 6
Folder 5
2122206-2150667
- Box 6
Folder 6
2151300-2165283
- Box 7
Folder 1
2166034-2177495
- Box 7
Folder 2
2177535-2189045
- Box 7
Folder 3
2189101-2198468
- Box 7
Folder 4
2198492-2207221
- Box 7
Folder 5
2207620-2214464
- Box 7
Folder 6
2214607-2218981
- Box 8
Folder 1
2218984-2223515
- Box 8
Folder 2
2223570-2235575
- Box 8
Folder 3
2235619-2240522
- Box 8
Folder 4
2241320-2245452
- Box 6
Folder 1
-
2004
- Box 8
Folder 5
2247259-2254523
- Box 8
Folder 6
2254683-2269712
- Box 9
Folder 1
2270000-2283395
- Box 9
Folder 2
2283612-2296539
- Box 9
Folder 3
2296561-2309825
- Box 9
Folder 4
2311151-2316054
- Box 9
Folder 5
2316077-2322490
- Box 9
Folder 6
2322509-2338535
- Box 10
Folder 1
2338537-2355519
- Box 10
Folder 2
2355647-2365501
- Box 10
Folder 3
2364734-2372842
- Box 10
Folder 4
2371731-2375387
- Box 10
Folder 5
2377567-2380627
- Box 11
Folder 1
2382384-2384896
- Box 11
Folder 2
2386707-2390764
- Box 8
Folder 5
-
2005
- Box 11
Folder 3
2392213-2412993
- Box 11
Folder 4
2258682-2417281
- Box 11
Folder 5
2416016-2433592
- Box 12
Folder 1
2433883-2453364
- Box 12
Folder 2
2450615-2465657
- Box 12
Folder 3
2466476-2485695
- Box 12
Folder 4
24/6079-2494541
- Box 12
Folder 5
2494686-2509201
- Box 13
Folder 1
2509203-2556265
- Box 13
Folder 2
2556260-2564208
- Box 11
Folder 3
-
Miscellaneous
- Box 13
Folder 3
Constituent Mail Not Routed thru Constituent Services (part one)
- Box 13
Folder 4
Constituent Mail Not Routed thru Constituent Services (part two)
- Box 13
Folder 5
Incoming Correspondence - No Response Necessary
- Box 14
Folder 1
George Krill correspondence, 1998-2000 (part one)
- Box 14
Folder 2
George Krill correspondence, 1998-2000 (part two)
- Box 13
Folder 3
-
Write-In Campaigns
- Box 14
Folder 3
Ask Why? Campaign, 2002
- Box 14
Folder 4
Virginia Cooperative Extension, 2002 (part one)
- Box 15
Folder 1
Virginia Cooperative Extension, 2002 (part two)
- Box 15
Folder 2
DMAS Dental Funding, 2004-2005
- Box 15
Folder 3
Virginia Tuition Assistance Grant (TAG) program, 2004-2005
- Box 15
Folder 4
Healthy Families of Martinsville and Henry County, 2003
- Box 15
Folder 5
Age Deduction, 2003
- Box 15
Folder 6
Find It Virginia and Ask It Virginia, 2003
- Box 15
Folder 7
Medicaid Funding, 2003
- Box 15
Folder 8
Cigarette Tax, 2002, 2004 (part one)
- Box 16
Folder 1
Cigarette Tax, 2002, 2004 (part two)
- Box 16
Folder 2
Cigarette Tax, 2002, 2004 (part three)
- Box 16
Folder 3
Age Deduction, 2002 (part one)
- Box 16
Folder 4
Age Deduction, 2002 (part two)
- Box 16
Folder 5
Age Deduction, 2002 (part three)
- Box 17
Folder 1
Age Deduction, 2002 (part four)
- Box 17
Folder 2
Age Deduction, 2002 (part five)
- Box 17
Folder 3
Budget Reduction Issues, 2003 (part one)
- Box 17
Folder 4
Budget Reduction Issues, 2003 (part two)
- Box 17
Folder 5
Eastern Virginia Medical School (EVMS), 2005
- Box 18
Folder 1
State Police Longevity Pay Increase, 2005
- Box 18
Folder 2
Sheriffs Salary Increase, 2005
- Box 14
Folder 3
-
- Box 18
Subseries III.B. Budget, 2002-2005 .Extent: 2 folders
Subseries consists of correspondence to Governor Warner, Secretary John M. Bennett and Deputy Secretary of Finance Stephen Harms concerning requests from various groups requesting funding for the 2002-2004 and 2006-2008 budgets.
- Box 18
Folder 3
Budget, 2002
- Box 18
Folder 4
Budget, 2005
- Box 18
Folder 3
- Box 18
Subseries III.C. General Assembly, 2002-2005 .Extent: 2 folders
Subseries consists of correspondence to members of the Virginia General Assembly from Secretary of Finance John Bennett. Topics include: state budget, Virginia economy, tax and budget reform plan, delinquent taxes, funding for projects, and personal property tax relief.
- Box 18
Folder 5
Correspondence (part one)
- Box 18
Folder 6
Correspondence (part two)
- Box 18
Folder 5
- Box 19
Subseries III.D. Presentations, 2002-2005 .Extent: 0.35 cubic feet
Subseries consists of presentations made from 2002 to 2005 by Secretary of Finance John M. Bennett and Deputy Secretary of Finance Pamela A. Currey concerning the state budget, tax and budget reform and Virginia's finances.
- Box 19
Folder 1
2002
- Box 19
Folder 2
2003
- Box 19
Folder 3
2005
- Box 19
Folder 4
2005
- Box 19
Folder 1
Series contains correspondence, presentations and supporting documentation presented by the Secretary of Finance (Ronald L. Tillett, 1998-2002 and John M. Bennett, 2002-2006) to the Joint Money Committee Meetings (House Appropriations, House Finance and Senate Finance Committees). Each August and December, the Secretary of Finance presents the fiscal year revenues and economic assumptions to the General Assembly joint money committees; these presentations cover the Governor's proposed biennial budget and proposed budget amendments. Also included is the text of remarks given to the Committee by Governor James S. Gilmore (1998-2002) and Mark R. Warner (2002-2006).
- Box 20
Folder 1
Joint Meeting, 17 August 1998
- Box 20
Folder 2
Joint Meeting, 18 December 1998
- Box 20
Folder 3
Joint Meeting, 23 August 1999
- Box 20
Folder 4
Joint Meeting, 17 December 1999
- Box 20
Folder 5
Joint Meeting, 21 August 2000
- Box 20
Folder 6
Joint Meeting, 20 December 2000
- Box 21
Folder 1
Joint Meeting, 20 August 2001
- Box 21
Folder 2
Joint Meeting, 19 December 2001
- Box 21
Folder 3
Joint Meeting, 19 August 2002
- Box 21
Folder 4
Joint Meeting, 20 December 2002
- Box 21
Folder 5
Joint Meeting, 25 August 2003
- Box 21
Folder 6
Joint Meeting, 17 December 2003
- Box 22
Folder 1
Joint Meeting, 23 August 2004
- Box 22
Folder 2
Joint Meeting, 17 December 2004
Series documents the financial status of the Commonwealth. It contains the monthly revenue reports, correspondence and other supporting documents created by the Secretary of Finance from 2000 to 2005.
- Box 22
Folder 3
August 2000-October 2000
- Box 22
Folder 4
November 2000-January 2001
- Box 22
Folder 5
February 2001-April 2001
- Box 22
Folder 6
May 2001-October 2001
- Box 23
Folder 1
November 2001-May 2002
- Box 23
Folder 2
Monthly Revenue Reports, Fiscal Year 2002
- Box 23
Folder 3
Monthly Revenue Reports, Fiscal Year 2003
- Box 23
Folder 4
Monthly Revenue Reports, Fiscal Year 2004 (part one)
- Box 24
Folder 1
Monthly Revenue Reports, Fiscal Year 2004 (part two)
- Box 24
Folder 2
Monthly Revenue Reports, Fiscal Year 2005
Series documents correspondence and supporting documentation on various special projects completed by the Office of the Secretary of Finance and its assigned agencies. Some of the special projects include: BRAC/Oceana, Healthy Virginians and Stem Cell Research.
Notable documents include: correspondence, meeting notes and reports compiled by Deputy Secretary of Finance Steve Harms relating to the economic impacts of closing the Naval Air Station Oceana, located in Virginia Beach. Included is a draft report prepared by RKG Associates, Inc. for Virginia Beach titled "The Economic Impacts of the NAS OCEANA BRAC Decision" dated 18 November 2005.
- Box 24
Folder 3
Agency Major Projects
- Box 24
Folder 4
Base Realignment and Closure Commission (BRAC) and Naval Air Station Oceana, 2005 (part one)
- Box 24
Folder 5
Base Realignment and Closure Commission (BRAC) and Naval Air Station Oceana, 2005 (part two)
- Box 24
Folder 6
Base Realignment and Closure Commission (BRAC) and Naval Air Station Oceana, 2005 (part three)
- Box 25
Folder 1
Healthy Virginians/Early Childhood Status, 2005
- Box 25
Folder 2
Nanotechnology, 2005
- Box 25
Folder 3
Reports, 2004
- Box 25
Folder 4
Revenue Forecasting - Other States Surveys, 2005
- Box 25
Folder 5
Revenue Forecasting - JLARC Reports (part one)
- Box 26
Folder 1
Revenue Forecasting - JLARC Reports (part two)
- Box 26
Folder 2
Richmond Health Department/Virginia Retirement System, 2005
- Box 26
Folder 3
Stem Cell Research Funding, 2005
- Box 26
Folder 4
"Take Off" Initiatives for Governor, 2005 (part one)
- Box 26
Folder 5
"Take Off" Initiatives for Governor, 2005 (part two)
- Box 26
Folder 6
Virginia Baseball Stadium Authority, 2003-2005
- Box 27
Folder 1
VITA, 2004-2005
- Box 27
Folder 2
VITA Cash Flow, 2005
- Box 27
Folder 3
VITA Savings Methodology, 2005
- Box 27
Folder 4
VITA/Enterprise Application, 2005
- Box 27
Folder 5
VITA/Public Private Education Facilities and Infrastructure Act (PPEA) Proposals, 2005
This is an artificial series containing records that were transferred to the Library of Virginia after the initial collection had already been processed. No attempt was made to interfile these records and the original order was retained. This series primarily documents budget and financial decisions of the Warner Administration. Some of the topics include: the development of Governor Warner's Tax and Budget Reform Plan, revenue forecasting, budget cuts and development, transportation initiatives and economic development.
Notable documents concerning Governor Warner's Tax and Budget Reform Plan include: the records of the Governor's Tax Restructuring Working group containing meeting agendas, background and reference material and briefing books, July-November 2003 (B31, F6; B48-B50); Dept. of Planning and Budget, Economic Analysis of Governor Warner's Budget and Tax Reform Plan, 7 January 2004 (B35, F11); and a memo from Paul Reagan, Communication Director, to Governor Mark Warner (and copied to Bill Leighty, Sec. Bennett, Bob Blue, Nicholas Perrins and Ellen Qualls), dated 11 October 2003 outlining the communication plan for Tax Reform Roll-out and Advocacy; includes drafts of survey questions for the VA Education Survey for the Garin-Hart-Yang Research Group (B30, F8).
Notable documents related to revenue forecasting consist of: A Comparison of Economic Outlooks and the Preliminary Mid-Session Revenue Forecast, 7 February 2002 and A Comparison of Economic Outlooks and the Mid-Session Revenue Forecast, 11 February 2002 (B33, F6); Interim Revenue Forecasts, July and August 2002 (B33, F7); Governor's Advisory Board of Economists (GABE), meeting materials, notes, and forecast recommendations, changes and forecast risks, 2002-2005 (B45-B46); Governor's Advisory Council on Revenue Estimates (GACRE), meeting materials, notes and some forecast recommendations, changes and forecast risks, 2002-2005 (B46-B47); and Revenue Forecasts, Fall 2004 (B33, F8).
Budget related records include: Dept. of Planning and Budget (DPB) Concerns with Money Committee Actions, 22 February 2002 (B39); Joint Conference Report on House Bill 29, 2002 Session (Budget Bill), 8 March 2002 (B39); DPB, 2003 Budget Development, December 2002 (B34); DPB, 2003 Session of the General Assembly, Enrolled Budget Bill Review, February 2003 (B34); Conference Report on House Bill 1400 (Budget Bill), March 2003 (B38); Budget Development, 2005 Session, November-December 2004 (B45); Summary of Capital Outlay Requests, October 2005 (B28); Budget Development, 2006-2008, Sec. Bennett, November 2005 (B28); and Budget Meetings with Governor (Sec. Bennett), November-December 2005 containing notes, agenda/materials related to budget development, including meetings with Governor on 2-3 December 2005 (B28-B29). Also included are materials concerning Governor Warner's 2002 budget cuts. Notable documents: Cabinet Workgroup on Budget Development and Governmental Restructuring; memo from Paul Reagan to Governor Warner, dated 9 October 2002, discussing the Governor's post October 15 communications (i.e. budget cuts) (all Box 37, F9); Agency Reduction Strategies, 15 October 2002, documenting the breakdown of cuts by agency, number of position and type of position (B37, F15); and General Fund Budget Shortfall reports for "Core" Strategies for Achieving Secretarial Savings Targets, "Other" Strategies for Closing the Revenue Gap, and Secretaries' Recommendations "Not in the Track", 20 November 2002 (B38, F1-2).
Documents describing transportation initiatives include: memo to Whitt Clement, Jane Kusiak, David Hallock and Ray Pethtel, dated 24 February 2002 discussing transportation authority/referendum issues (B37, F2); Potential Plan of Action [for transportation], 27 August 2004 (B41, F6); Transportation One-Time Funding Options, 6 October 2004 (B41, F6); and Drafts of - 2005 Transportation Initiatives: Solving Old Problems Investing in New Partnerships, ca. November 2004 (B41, F6).
Economic development material includes records related to the Virginia Baseball Stadium Authority (VBSA) and the NASCAR Hall of Fame. VBSA records consist of Virginia Dept. of Taxation, Estimate of Income Tax Revenue from Players, 30 August 2004 (B35); and Various scenarios for VBSA ballpark financing, 2 September 2004 (B35). NASCAR Hall of Fame material includes: Copy of Greater Richmond Proposal to NASCAR for the NASCAR Hall of Fame, confidential progress report, 13 May 2005 (B32, F15); E-mail from Michael Schewel to Joshua N. Lief, Executive Director, Virginians Racing for the Hall of Fame, 8 July 2005, describing the Administration's willingness to provide state support for the Hall of Fame project; and a copy of "Economic Impact of NASCAR Hall of Fame on Henrico County, Richmond Metro Area and the State of Virginia prepared for Lief by Chumra Economics & Analytics, 21 June 2005 (B32, F11); and Memo to Frederick T. Agostino, President, Virginians Racing for the Hall of Fame from James E. Sanderson, Jr., dated 18 July 2005 concerning the financial feasibility of the NASCAR Hall of Fame. Memo contains handwritten comments by Sec. Bennett (?) (B35, F10).
One other notable document is a communication document, ca. June 2003, Thematic Message Around Administration, 2003, describing the administration's philosophy, policy priorities, 2003 Work Plan and Communication Plan (B41, F9).
- Box 28
Folder 1
Summary of Capital Outlay Requests, 2006-2008, October 2005 (part one)
- Box 28
Folder 2
Summary of Capital Outlay Requests, 2006-2008, October 2005 (part two)
- Box 28
Folder 3
Summary of Capital Outlay Requests, 2006-2008, October 2005 (part three)
- Box 28
Folder 4
Budget Development, 2006-2008, John M. Bennett, Secretary of Finance, November 2005 (part one)
- Box 28
Folder 5
Budget Development, 2006-2008, John M. Bennett, Secretary of Finance, November 2005 (part two)
- Box 29
Folder 1
Budget Development and Meetings with the Governor, November-December 2005 (part one)
- Box 29
Folder 2
Budget Development and Meetings with the Governor, November-December 2005 (part two)
- Box 29
Folder 3
Budget Development and Meetings with the Governor, November-December 2005 (part three)
- Box 29
Folder 4
Department of Medical Assistance Services Issues, July 2003
- Box 29
Folder 5
Virginia Community College System, Transfer Initiative Program, 2003
- Box 29
Folder 6
Secretary of Health and Human Resources, Strategic Planning and Issues, 21 July 2003
- Box 30
Folder 1
Technology, VITA, July 2003
- Box 30
Folder 2
Public-Private Education Facilities and Infrastructure Act of 2002, 2002-2003
- Box 30
Folder 3
Economic Growth and Tax Relief Reconciliation Act of 2001, Preliminary Analysis by Dept. of Taxation, 2001
- Box 30
Folder 4
Financial Statements, 2003
- Box 30
Folder 5
Receivables, Dept. of Taxation Compliance Overview, 27 May 2003
- Box 30
Folder 6
AMS Project Schedule, Dept. of Taxation, 2004
- Box 30
Folder 7
Strategic Planning/Performance Measurements, 2003
- Box 30
Folder 8
Communication Plan for Tax Reform Roll-out and Advocacy, October 2003
- Box 30
Folder 9
Strategic Planning/Performance Measurements, 2004
- Box 30
Folder 10
Budget Growth, FY 1997 to FY 2002
- Box 30
Folder 11
Reengineering, Council on Virginia's Future, Group Meeting/Strategic planning materials, 2005
- Box 30
Folder 12
Virginia Horse Center, 2005
- Box 30
Folder 13
New College of Virginia, 2005
- Box 30
Folder 14
Group Life Insurance, 2003
- Box 31
Folder 1
Efficiency/Effectiveness Initiative (Council on Virginia's Future), 2004
- Box 31
Folder 2
Revenue Re-Forecast, 2004 Session, February 2004
- Box 31
Folder 3
Virginia Employment Commission, Budget Decision Package for FY 2007/08, 2005
- Box 31
Folder 4
Virginia Works, 2004
- Box 31
Folder 5
Budget Preparation for 2006 General Assembly Session, 2005
- Box 31
Folder 6
Proposed Tax Reform Plan, 2003-2004
- Box 31
Folder 7
Norfolk Land Deal, 2005
- Box 31
Folder 8
BRAC Commission, Oceana , 2005
- Box 31
Folder 9
Budget Initiatives for the 2006 General Assembly Session, 2005
- Box 31
Folder 10
Letter/Documents to Governor Warner from Donald M. Itzkoff, 29 July 2005 re: tax credit bonds
- Box 31
Folder 11
Article, 21st Century Workplace, 25 July 2005
- Box 32
Folder 1
Rating Agency Visit (Moody's), September 2003
- Box 32
Folder 2
Commercial Activities Inventory, 2005
- Box 32
Folder 3
Energy Performance-Based Contracts, 2004
- Box 32
Folder 4
Medicaid Forecast, 2003
- Box 32
Folder 5
Medicaid Forecast, 2004
- Box 32
Folder 6
OCR Agreement (U.S. Dept. of Education, Office for Civil Rights Agreement, Virginia State University, 2005 Budget Request Summary)
- Box 32
Folder 7
Telecommunications Taxation in Virginia, 2004
- Box 32
Folder 8
Energy Policy, 2005
- Box 32
Folder 9
Higher Education Model, Base Adequacy Model for Institutions of Higher Education, 2003
- Box 32
Folder 10
Enterprise Applications PPEA Program Manager, 2005
- Box 32
Folder 11
NASCAR Hall of Fame, 2005
- Box 32
Folder 12
High Priority 2004-2006 Capital Outlay Projects, 2003
- Box 32
Folder 13
Other Post Employment Benefits (OPEB), 2005
- Box 32
Folder 14
ERP Documents, 2004-2005
- Box 32
Folder 15
Budget Issues (eVA and NASCAR Hall of Fame), 2005
- Box 32
Folder 16
Virginia's Revenue Forecasting Process and Processes Used in Other States, 28 June 2005
- Box 32
Folder 17
Virginia Employment Commission Budget Problems, 2005
- Box 32
Folder 18
Estimated Fiscal Impact on Virginia of The Working Families Tax Relief At of 2004 and the American Jobs Creation Act of 2004, 15 November 2004
- Box 32
Folder 19
Council on Virginia's Future, Best Managed State Sub-Group Planning Session, October 2003
- Box 32
Folder 20
Virginia Economic Development Partnership (Dell, Project Emily), 2004
- Box 32
Folder 21
Car Tax Forecast for FY 2003-2006, November 2002
- Box 32
Folder 22
Year-End Balances, Summary Reports on General Fund and Lottery Revenue Collections, FY 2003, July 2003
- Box 32
Folder 23
Governor's Advisory Board of Economics, Meeting Materials for 22 October 2003
- Box 32
Folder 24
Jobs For Virginia (Rural Virginia Initiatives), 2004
- Box 32
Folder 25
Auditor of Public Accounts, Report on Governor's Office, 2004
- Box 32
Folder 26
Virginia Modeling and Simulation Initiative, 2005
- Box 32
Folder 27
Virginia Arts and Culture Economic Growth Coalition, 2004-2005
- Box 33
Folder 1
Rainy Day Fund, 2004
- Box 33
Folder 2
Title IV-E Liability, FY 2005 Federal Cash Shortfall, 2005
- Box 33
Folder 3
The Six-Year Financial Plan, Based on HB 1500/SB 700, Dept. of Planning and Budget, January 2005
- Box 33
Folder 4
Six-Year Plan, 2005 Session
- Box 33
Folder 5
General Fund Financial Plan, Fiscal Years 2005-10, Revised Revenues, 2005
- Box 33
Folder 6
Revenue Re-Forecast, February 2002
- Box 33
Folder 7
Interim Revenue Forecasts, July and August 2002
- Box 33
Folder 8
Revenue Forecasts, Fall 2004
- Box 33
Folder 9
Approved Reconvened Amendments, 2005 (part one)
- Box 33
Folder 10
Approved Reconvened Amendments, 2005 (part two)
- Box 34
Folder 1
Building Virginia's Future: A Capital Improvement Plan, 29 January 2002 (part one)
- Box 34
Folder 2
Building Virginia's Future: A Capital Improvement Plan, 29 January 2002 (part two)
- Box 34
Folder 3
Dept. of Planning and Budget, 2003 Budget Development, December 2002 (part one)
- Box 34
Folder 4
Dept. of Planning and Budget, 2003 Budget Development, December 2002 (part two)
- Box 34
Folder 5
Dept. of Planning and Budget, 2003 Session of the General Assembly, Enrolled Budget Bill Review, February 2003 (part one)
- Box 34
Folder 6
Dept. of Planning and Budget, 2003 Session of the General Assembly, Enrolled Budget Bill Review, February 2003 (part two)
- Box 35
Folder 1
Background Information, Budget Development, Miscellaneous Documents, Fall 2002
- Box 35
Folder 2
Interest and Literary Fund Forecasts, November 2002
- Box 35
Folder 3
Public Education Funding Conference Committee Report on HB 30, 9 March 2002
- Box 35
Folder 4
Virginia Baseball Stadium Authority, 2004
- Box 35
Folder 5
Capital Outlay Plans, 2003
- Box 35
Folder 6
Agency Processes, Strategic Planning Initiatives, 2003
- Box 35
Folder 7
Governor's Amendments, Fiscal Outlook 2003
- Box 35
Folder 8
Dept. of Medical Assistance Services, Medicaid Recoveries and Revenue Maximization Efforts, 2003
- Box 35
Folder 9
General Obligation Bonds, Meeting, 22 September 2002
- Box 35
Folder 10
NASCAR Hall of Fame, 2005
- Box 35
Folder 11
Virginia Dept. of Planning and Budget, Economic Analysis of Governor Warner's Budget and Tax Reform Plan, 7 January 2004
- Box 36
Folder 1
Car Tax Issues, March 2002
- Box 36
Folder 2
Dept. of Corrections, Budget Issues, 2002
- Box 36
Folder 3
Office of the Attorney General, Budget Issues, 2002
- Box 36
Folder 4
Dept. of the State Internal Auditor, Budget Issues, 2002
- Box 36
Folder 5
Recommended Candidates for The Governor's Advisory Board of Economist and The Governor's Advisory Council on Revenue Estimates, 29 April 2002
- Box 36
Folder 6
Virginia Congressional Delegation Meeting with Governor Mark Warner and Cabinet, 18 March 2002
- Box 36
Folder 7
Governor Mark Warner's Education Funding Proposals (School Construction), 2002
- Box 36
Folder 8
Cabinet Retreat, 5-6 May 2002
- Box 36
Folder 9
Virginia Performing Arts Center, 2002
- Box 36
Folder 10
Virginia Bioinformatics Institute, 2002
- Box 36
Folder 11
Eastern Virginia Medical School, Medical Sciences Complex, 2002
- Box 36
Folder 12
State Employee Health Insurance, 2002
- Box 36
Folder 13
Budget Conference Letters, 2002
- Box 36
Folder 14
Car Tax, FY 2002
- Box 36
Folder 15
Emergency Medical Services Funding (Two-for-Life), 2002
- Box 36
Folder 16
Virginia Commonwealth University Health Systems (VCUHS), 2002
- Box 36
Folder 17
Smithsonian Institute, 2002
- Box 36
Folder 18
2003 Aviation World's Fair, 2002
- Box 36
Folder 19
Tobacco Commission, 2002-2003 (part one)
- Box 36
Folder 20
Tobacco Commission, 2002-2003 (part two)
- Box 37
Folder 1
Route 28 Project Financing, 2002
- Box 37
Folder 2
Transportation Authority/Referendum Issues, 2002
- Box 37
Folder 3
Center for the Performing Arts, 2002
- Box 37
Folder 4
Privatizing ABC, 2002
- Box 37
Folder 5
VAR Forecast, 31 January 2002
- Box 37
Folder 6
Virginia Advanced Shipbuilding and Carrier Integration System, 2002
- Box 37
Folder 7
Agency Head Agreements, Finance Secretariat, 2002
- Box 37
Folder 8
Tax Restructuring, Internal Working Group, 2002
- Box 37
Folder 9
Cabinet Workgroup on Budget Development and Governmental Restructuring, 2002-2003
- Box 37
Folder 10
SB 668 (02) Hampton Roads Transportation District Program
- Box 37
Folder 11
Anti-Terrorism Grants Tracking Issues, 2002
- Box 37
Folder 12
Technology Strategic Plan, 2002
- Box 37
Folder 13
Federal and Out-of-State Inmate Contracts, 2002
- Box 37
Folder 14
Senate Finance Committee presentation by Secretary Bennett, 13 June 2002
- Box 37
Folder 15
Agency Reduction Strategies, 15 October 2002
- Box 38
Folder 1
General Fund Budget Shortfall, 20 November 2002 (part one)
- Box 38
Folder 2
General Fund Budget Shortfall, 20 November 2002 (part two)
- Box 38
Folder 3
Conference Report on House Bill 1400 (Budget Bill), March 2003 (part one)
- Box 38
Folder 4
Conference Report on House Bill 1400 (Budget Bill), March 2003 (part two)
- Box 38
Folder 5
Conference Report on House Bill 1400 (Budget Bill), March 2003 (part three)
- Box 38
Folder 6
Budget Concerns, 2004
- Box 39
Folder 1
FY 2002 Budget Materials (including Conference Report/Summary on HB 30), 2002 (part one)
- Box 39
Folder 2
FY 2002 Budget Materials (including Conference Report/Summary on HB 30), 2002 (part two)
- Box 39
Folder 3
FY 2002 Budget Materials (including Conference Report/Summary on HB 30), 2002 (part three)
- Box 40
Folder 1
STARS Management Group Meeting, 28 March 2003
- Box 40
Folder 2
Tax Refund Letters, 2001
- Box 40
Folder 3
Car Tax Triggers, 2000
- Box 40
Folder 4
Tax Replacement Project (Becky's Project), 2002
- Box 40
Folder 5
Fixed Date Conformity, 2002
- Box 40
Folder 6
Estate Tax, 2003
- Box 40
Folder 7
Sales and Use Tax Acceleration, 2002
- Box 40
Folder 8
Sales and Use Tax Exemptions, 2002
- Box 40
Folder 9
Streamlined Sales Tax Project, 2002
- Box 40
Folder 10
Department of Taxation Issues, 2002-2003
- Box 40
Folder 11
Constitutional Officer Liability Program, 2002
- Box 40
Folder 12
Insurance, 2002
- Box 40
Folder 13
Debt Materials, 2002
- Box 40
Folder 14
Treasury Board, 2002
- Box 40
Folder 15
Division of Unclaimed Property, 2002-2003
- Box 40
Folder 16
Bond Proceeds for Bureau of Capital Outlay Management (BCOM), 2002
- Box 40
Folder 17
Department of the Treasury, Generic, 2002
- Box 41
Folder 1
Revenue Reports, 2002 and 2004
- Box 41
Folder 2
Revenue, Fiscal Year 2002, 2001
- Box 41
Folder 3
Hampton Roads Transportation Referendum, 2002 (part one)
- Box 41
Folder 4
Hampton Roads Transportation Referendum, 2002 (part two)
- Box 41
Folder 5
Department of Motor Vehicles, Audit, 2002
- Box 41
Folder 6
Transportation, 2004
- Box 41
Folder 7
Litter Control and Recycling Fund, 2003-2004
- Box 41
Folder 8
Virginia Department of Taxation, VA Tax and AMS Partnership Project, 2002
- Box 41
Folder 9
Strategic Message Around Administration, 2003
- Box 41
Folder 10
Governor's Advisory Board of Economists, Recommendations, 2002
- Box 41
Folder 11
Virginia Retirement System, Group Life Insurance, 2001-2002
- Box 42
Folder 1
Governor's Initiatives, 2003
- Box 42
Folder 2
Federal Aid to Virginia, 2003
- Box 42
Folder 3
Veto Options, Budget, 2003
- Box 42
Folder 4
Budget Material, 2003
- Box 42
Folder 5
Global Insight, 2002-2003
- Box 42
Folder 6
Governor Warner's Tax Reform Plan for Virginia, 2004
- Box 42
Folder 7
General Provisions Language, Appropriation Act, 2001
- Box 42
Folder 8
Aviation Budget, 2003
- Box 42
Folder 9
Department of Corrections, 2003
- Box 42
Folder 10
Virginia State Police Compensation Issues, 2002-2003
- Box 43
Folder 1
Virginia State Police Retention Plan, 2003
- Box 43
Folder 2
Direct Aid to Public Education, 2003
- Box 43
Folder 3
Virginia Prepaid Education Program, 2003
- Box 43
Folder 4
Decentralization of Higher Education, 2002
- Box 43
Folder 5
OB/GYN DMAS Reimbursement, 2004
- Box 43
Folder 6
Medicaid Dental Services Reimbursement Rates, 2003-2004
- Box 43
Folder 7
Executive Branch Strategic Planning, Service Area Planning, and Performance Based Budgeting for FY 2006-08, 2005 (part one)
- Box 43
Folder 8
Executive Branch Strategic Planning, Service Area Planning, and Performance Based Budgeting for FY 2006-08, 2005 (part two)
- Box 43
Folder 9
Council on Virginia's Future, Council Planning Group, 4 August 2005
- Box 43
Folder 10
Council on Virginia's Future, Retreat, 29 August 2005 (part one)
- Box 43
Folder 11
Council on Virginia's Future, Retreat, 29 August 2005 (part two)
- Box 44
Folder 1
Council on Virginia's Future, Meeting Documents, 2005 (part one)
- Box 44
Folder 2
Council on Virginia's Future, Meeting Documents, 2005 (part two)
- Box 44
Folder 3
Council on Virginia's Future, Meeting Documents, 2005 (part three)
- Box 44
Folder 4
Council on Virginia's Future, Meeting Documents, 2005 (part four)
- Box 44
Folder 5
2003 Proposed Legislation of the Finance Secretariat
- Box 45
Folder 1
2004 Proposed Legislation of the Finance Secretariat (part one)
- Box 45
Folder 2
2004 Proposed Legislation of the Finance Secretariat (part two)
- Box 45
Folder 3
Finance Secretariat Proposed Legislation, 2005 Session, 9 September 2004
- Box 45
Folder 4
Finance Secretariat Proposed Legislation, 2005 Session, 17 January 2005
- Box 45
Folder 5
Budget Development, 2005 Session, November-December 2004 (part one)
- Box 45
Folder 6
Budget Development, 2005 Session, November-December 2004 (part two)
- Box 45
Folder 7
Interim Meeting of The Governor's Advisory Board of Economists, 11 July 2002
- Box 45
Folder 8
The Economic Outlook, prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Board of Economists, 22 October 2002
- Box 46
Folder 1
The Economic Outlook, prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Board of Economists, 22 October 2003
- Box 46
Folder 2
The Economic Outlook, prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Board of Economists, 20 October 2004 (copy one)
- Box 46
Folder 3
The Economic Outlook, prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Board of Economists, 20 October 2004 (copy two)
- Box 46
Folder 4
Meeting of the Governor's Advisory Board of Economists, 20 October 2004
- Box 46
Folder 5
The Economic Outlook, prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Board of Economists, 24 October 2005
- Box 46
Folder 6
Meeting of the Governor's Advisory Board of Economists, 24 October 2005
- Box 46
Folder 7
Meeting of the Governor's Advisory Council on Revenue Estimates, 7 August 2002
- Box 46
Folder 8
Meeting of the Governor's Advisory Council on Revenue Estimates, 22 October 2002
- Box 46
Folder 9
The Economic Outlook and Revenue Forecast Through Fiscal Year 2006 prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Council on Revenue Estimates, 25 November 2002
- Box 46
Folder 10
Meeting of the Governor's Advisory Council on Revenue Estimates, 25 November 2002
- Box 47
Folder 1
The Economic Outlook and Revenue Forecast Through Fiscal Year 2006 prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Council on Revenue Estimates, 21 November 2003
- Box 47
Folder 2
Meeting of the Governor's Advisory Council on Revenue Estimates, 21 November 2003
- Box 47
Folder 3
The Economic Outlook and Revenue Forecast Through Fiscal Year 2008 prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Council on Revenue Estimates, 22 November 2004
- Box 47
Folder 4
Meeting of the Governor's Advisory Council on Revenue Estimates, 22 November 2004
- Box 47
Folder 5
The Economic Outlook and Revenue Forecast Through Fiscal Year 2008 prepared by the Virginia Department of Taxation for Review by the Governor's Advisory Council on Revenue Estimates, 21 November 2005
- Box 47
Folder 6
Meeting of the Governor's Advisory Council on Revenue Estimates, 21 November 2005
- Box 47
Folder 7
Budget Reform, 2002, 2004
- Box 47
Folder 8
Car Tax Cap, 2004
- Box 47
Folder 9
Virginia Issues, Reforming the Individual Income Tax, by John H. Bowman, VCU, 2002
- Box 48
Folder 1
Tax Restructuring (Governor's Tax Restructuring Working Group), 2003 (part one)
- Box 48
Folder 2
Tax Restructuring (Governor's Tax Restructuring Working Group), 2003 (part two)
- Box 48
Folder 3
Tax Restructuring (Governor's Tax Restructuring Working Group), 2003 (part three)
- Box 48
Folder 4
Proposed Changed in Income Tax Structure on Resident Tax Payers (Governor's Tax Restructuring Working Group), 2003 (part one)
- Box 48
Folder 5
Proposed Changed in Income Tax Structure on Resident Tax Payers (Governor's Tax Restructuring Working Group), 2003 (part two)
- Box 48
Folder 6
Proposed Changed in Income Tax Structure on Resident Tax Payers (Governor's Tax Restructuring Working Group), 2003 (part three)
- Box 49
Folder 1
Tax Restructuring (Governor's Tax Restructuring Working Group), Agenda Items, 10 July 2003
- Box 49
Folder 2
Tax Restructuring (Governor's Tax Restructuring Working Group), Agenda Items, 23 July 2003
- Box 49
Folder 3
Tax Restructuring (Governor's Tax Restructuring Working Group), Agenda Items, 30 July 2003
- Box 49
Folder 4
Tax Restructuring (Governor's Tax Restructuring Working Group), Agenda Items, 22 August 2003
- Box 49
Folder 5
Governor's Tax Restructuring Working Group, Comparing the Virginia Individual Income Tax to Other States, 17 September 2003
- Box 49
Folder 6
Governor's Tax Restructuring Working Group, Package Spreadsheet, November 2003
- Box 49
Folder 7
Governor's Tax Restructuring Working Group, Profile of Tax Returns for All Residents, 2003
- Box 49
Folder 8
Governor's Tax Restructuring Working Group, Other States, 2003
- Box 49
Folder 9
Governor's Tax Restructuring Working Group, Closing Corporate Loopholes, 13 November 2003
- Box 49
Folder 10
Revenue Re-Forecast, October-December 2003 and February 2004
- Box 50
Folder 1
Military Family Tax Relief Act of 2003, 18 November 2003
- Box 50
Folder 2
Higher Education Budget Meeting, 19 November 2003
- Box 50
Folder 3
Senator Chichester Tax Plan, 20 February 2004
- Box 50
Folder 4
Potential General Fund Resources, April 2004
- Box 50
Folder 5
Stopgap Budget, FY04 (HB 5008)
- Box 50
Folder 6
Sales Tax Exemptions, HB 1448, 2004
- Box 50
Folder 7
Local Option Sales Tax, FY 2005 Distribution
- Box 50
Folder 8
Six Year Budget Projects, FY04-FY10, December 2003
- Box 50
Folder 9
House and Senate, Six Year Financial Plans, February 2005
- Box 50
Folder 10
Delaware Holding Company (HB 5018), 2004
- Box 50
Folder 11
PPEA Due Diligent Project, 2005 Estimated Information Technology Budget, 30 March 2005
- Box 50
Folder 12
A Comparison of Effective Tax Rates at Various Income Levels for Selected States, Tax Year 2000, nd
- Box 50
Folder 13
Governor's Tax Restructuring Working Group Briefing Binder for Secretary Bennett, Fall 2003 (part one)
- Box 50
Folder 14
Governor's Tax Restructuring Working Group Briefing Binder for Secretary Bennett, Fall 2003 (part two)
- Box 51
Folder 1
Governor's Tax Restructuring Working Group Briefing Binder for Secretary Bennett, Fall 2003 (part three)
- Box 51
Folder 2
Governor's Tax Restructuring Working Group Briefing Binder, Fall 2003 (copy)(part one)
- Box 51
Folder 3
Tax Reform Plan, Locality by Locality Data, ca. 2003 (part one)
- Box 51
Folder 4
Tax Reform Plan, Locality by Locality Data, ca. 2003 (part two)
- Box 51
Folder 5
Tax Reform Plan, Locality by Locality Data, ca. 2003 (part three)