The Resource Records of the Virginia Office of the Secretary of Finance

Records of the Virginia Office of the Secretary of Finance

Label
Records of the Virginia Office of the Secretary of Finance, 1998-2005 (bulk 2002-2005)
Title
Records of the Virginia Office of the Secretary of Finance
Inclusive dates
1998-2005 (bulk 2002-2005)
Creator
Contributor
Subject
Genre
Language
eng
Summary
  • 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
  • Series I. Car Tax, 2002, 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
  • Series II. Correspondence and Supporting Documentation: Assigned State Agencies, 2002-2005, 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
  • Series III. Correspondence and Supporting Documentation: Chronological Files, 1998-2000, 2002-2005, 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. (Extent: 6.30 cubic feet)
  • Series IV. Joint Money Committee Meetings Files, 1998-2004, is housed in two archival boxes and two folders and is arranged chronologically. Series contains correspondence, presentations and supporting documentation presented by the Secretary of Finance (Ronald L. Tillett, 1998-2000, John W. Forbes, 2001, 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). (Extent: 0.70 cubic feet)
  • Series V. Revenue Reports and Supporting Documentation, 2000-2005, is housed in two archival boxes and is arranged chronologically. 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. (Extent: 0.70 cubic feet)
  • Series VI. Special Project Files, 2003-2004, is housed in four archival boxes and is arranged alphabetically by topic. 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, Stem Cell Research and Virginia Information Technology Agency (VITA) issues. (Extent: 1.40 cubic feet)
  • Series VII. Records, 2002-2005 (accession 43560) 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. (Extent: 8.50 cubic feet)
Note
Agency history record describes the history and functions of the Virginia Secretary of Finance. (Search Virginia Secretary of Finance as author).
Member of
Action
  • Accessioned
  • Described
  • Accessioned
  • Described
Biographical or historical data
  • In 1970, the Governor's Management Commission Study recommended the creation of six "Deputy Governors" to assist the Chief Executive in his managerial duties; compatible functions of government were grouped under these administrative heads, who would serve as the Governor's 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 1970s 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.
Cataloging source
VIC
Citation source
Salmon, John S., comp. A GUIDE TO STATE RECORDS IN THE ARCHIVES BRANCH OF THE VIRGINIA BRANCH OF THE VIRGINIA STATE LIBRARY AND ARCHIVES. Richmond: Virginia State Library, 1985
Label
Records of the Virginia Office of the Secretary of Finance
Link
http://ead.lib.virginia.edu/vivaead/published/lva/vivadoc.pl?file=vi00971.xml
Note
  • Dates of record creation: 1998-2005
  • Dates of record-keeping activity: 2002-2005
  • Record Group 128 (Secretary of Finance)
Arrangement
Arranged alphabetically or chronologically depending on the series.
http://library.link/vocab/branchCode
  • The Library of Virginia
Cumulative index finding aids
  • Inventory
  • Inventory
Extent
17.95
Governing access note
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
Immediate source of acquisition
Erika Holmes, Office of the Secretary of Finance
Organization method
Organized into the following series: I. Car Tax, 2002; II. Correspondence and Supporting Documentation-State Agencies, 2002-2005; III. Correspondence and Supporting Documentation-Chronological, 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; and VII. Records, 2002-2005.
http://library.link/vocab/recordID
001575969
Terms governing use
There are no use restrictions.
Type of unit
cu. ft. (51 boxes)

Subject

Genre

Member of

Library Locations

    • Library of VirginiaBorrow it
      800 East Broad Street, Richmond, VA, 23219, US
      37.5415632 -77.4360805
Processing Feedback ...