PUBLIC "-//Library of Virginia//TEXT (US::Vi::vi00951::A Guide to the Secretary of Finance, 1998-2001)//EN" "vi00951.xml" A Guide to the Secretary of Finance, 1998-2001 Finance, Secretary of, 1998-2001 38947 and 38989 Roger Christman Web version of the finding aid funded in part by a grant from the National Endowment for the Humanities. Library of Virginia © 2003 By the Library of Virginia.

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 Machine-readable finding aid derived from MARC record and Word document. Created by Roger Christman 2003 February 22 Description is in English Feb 14, 2004 PUBLIC "-//Library of Virginia//TEXT (US::Vi::vi00951::A Guide to the Secretary of Finance, 1998-2001)//EN" "vi00951.xml" converted from EAD 1.0 to 2002 by v1to02.xsl (sy2003-10-15). Feb 27, 2004 converted to conform to eadVIVA.dtd by vivastrict.xsl 2014-01-08 Converted to schema conforming EAD by dtd2schema.vh.xsl. A Guide to the Secretary of Finance, 1998-2001 A Collection in the Library of Virginia 38947 and 38989

Library of Virginia 2003 Roger Christman Web version of the finding aid funded in part by a grant from the National Endowment for the Humanities. Library of Virginia Descriptive Summary Library of Virginia Secretary of Finance, 1998-2001 38947 and 38989 State Records Collection, Virginia Secretary of Finance (Record Group 128). 6.40 cubic feet. English Transferred from Secretary of Finance, 11 January 2002. Administrative Information Access Restrictions

Privacy protected information closed for 100 years after date record created. Types of records restricted include, but are not limited to: federal and state income tax returns, W2s, death certificates, financial records and records with social security numbers that were sent to the Secretary of Finance and are part of the constituent correspondence series. Privacy protected material has been sealed but has not been removed from the collection.

 Use Restrictions

There are no restrictions.

 Preferred Citation

Virginia Secretary of Finance, 1998-2001. Accessions 38947 and 38989, State Records Collection, The Library of Virginia, Richmond, Virginia.

 Acquisition Information

Transferred from the Office of the Secretary of Finance on 11 January 2002.

 Biographical/Historical Information

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 Secretariat 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 the Secretary of Finance and Administration and currently back to the Secretary of Finance, through various reorganizations of state government from the 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 service and policy formation; 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.

Currently the Secretary of Finance is responsible for the direction or jurisdiction over the following state agencies and boards: Department of Accounts, Department of Planning and Budget, Department of Taxation, Department of Treasury, Treasury Board, Department of State Internal Auditor, Virginia Public Building Authority, Virginia College Building Board, Board of Commissioners of the Virginia Public School Authority and the State Council on Local Debt.

Governor George Allen appointed Ronald L. Tillett secretary in August 1996 following the resignation of Paul W. Timmrek. Governor James S. Gilmore III reappointed Tillett in January 1998. Tillett resigned in June 2001 and was replaced by his deputy, John W. Forbes. Forbes served until the end of the Gilmore administration.

 Scope and Content Information

The records of the Secretary of Finance consist of correspondence and subject files relating to the fiscal management of state government (accession 38947) and constituent correspondence to the Governor referred to the secretary for response (accession 38989). The secretary's correspondence are arranged chronologically and consist of invitations, congratulatory notes to Tillett on his reappointment as Secretary of Finance, and letters to the editor in response to editorials or op-ed columns concerning fiscal issues including the car tax. Additional correspondence are arranged by department. The subject files are organized by headings. Notable topics include the car tax (Personal Property Tax Relief Act of 1998), queries from members of the General Assembly, Freedom of Information Act requests, briefing material for Governor-elect Mark Warner, presentations made by the secretary before the General Assembly's joint money committees, annual meetings with representatives of the major bond rating agencies and monthly revenue reports.

Constituent correspondence are arranged by tracking numbers assigned by the Governor's office and date received. Subjects included are taxation, budget concerns and suggestions, funding requests and complaints/requests for assistance in dealing with the Virginia Department of Taxation.

 Arrangement

Accession 38947 arranged alphabtically by series name. Accession 38989 arranged numerically by constituent correspondence tracking number.

 Contents List Appointment Calendars Index of Speeches, 1998-2001 1998-2001 1 1 Car Tax - Correspondence and Press Releases, 1998-2001

chronological

 26 January 1998 - 12 February 1998 1 2 18 February 1998 - 1 November 1998 1 3 12 February 1999 - 23 February 2001 1 4 Car Tax - Presentations, 1998-2000 23 January 1998 - April 1998 1 5 June 1998 - July 2000 1 6 Correspondence - State Agencies, 1998-2001

Arranged alphabetically by agency and chronologically therein.

 Department of Planning and Budget 1 7 Department of Internal Auditor 1 8 Department of Taxation - Compliance Report 1 9 Department of Treasury - General 1 10 Department of Treasury - Bonds

Arranged alphabetically by bond issuer.

 Commonwealth Transportation Board 1 11 General Obligation Bonds 1 12 General Revenue Pledge Bonds 1 13 Higher Educational Institutions Bonds 1 14 Industrial Development Revenue Bonds (Virginia Advanced Shipbuilding and Carrier Integration Center) 1 15 Medical College of Hampton Roads 1 16 Medical College of Virginia Hospitals 1 17 Metropolitan Washington Airports Authority 1 18 Tax-Excempt Commercial Paper Program 1 19 Virginia Biotechnology Research Park 1 20 Virginia College Building Authority 1 21 Virginia Housing Development Authority 1 22 Virginia Public Building Authority 1 23 Virginia Public School Authority 1 24 Virginia Resources Authority 1 25 Virginia Small Business Financing Authority, February 1998 - May 1999 1 26 Virginia Small Business Financing Authority, October 1999 - March 2001 1 27 Correspondence - Chronological, 1998-2001 12 January 1998 - 22 April 1998 1 28 24 April 1998 - 11 August 1998 1 29 17 August 1998 - 29 December 1998 1 30 13 January 1999 - 20 April 1999 1 31 21 April 1999 - 23 August 1999 1 32 31 August 1999 - 28 December 1999 1 33 7 January 2000 - 4 May 2000 1 34 8 May 2000 - 16 August 2000 1 35 21 August 2000 - 20 October 2000 1 36 23 October 2000 - 20 December 2000 1 37 3 January 2001 - 30 April 2001 2 1 2 May 2001 - 10 December 2001 2 2 Correspondence - Councils and Institutions Virginia Executive Institute 2 3 Virginia Business Council 2 4 Correspondence - General Assembly, 1998-2001 1998 2 5 1999 2 6 2000 2 7 2001 2 8 Financial Management Systems Virginia Financial Systems: Report of Feasible Solutions 2 9 Freedom of Information Act FOIA Requests 2 10 Governor's Transition Files, 2001 A Briefing for Governor-Elect Warner and the Transition Team 2 11 A Briefing for Governor-Elect Warner and Transition Team (continued) 2 12 A Briefing for Governor-Elect Warner and the Transition Team (continued) 2 13 Joint Money Committee Meetings, 1998-2001 1998 2 14 1999 2 15 2000 2 16 2001 2 17 Rating Agency Files, 1998-2001 Articles 2 18 Rating Agency Meeting, June 3-4, 1998 2 19 Rating Agency Meeting, June 9-10, 1999 2 20 Rating Agency Meeting, June 26-27, 2000 2 21 Rating Agency Meeting, October 17-19, 2001 2 22 Revenue Reports, Fiscal Year 1998 3 1 Fiscal Year 1999 3 2 Fiscal Year 2000 3 3 Fiscal Year 2001 3 4 Fiscal Year 2002 3 5 Revenue Stablization Fund Records 3 6 Secretary of Finance - Strategic Plan Copy of 1999 Strategic Plan 3 7 Special Projects Virginia Advanced Shipbuilding and Carrier Integration 3 8 National Air and Space Museum 3 9 Year 2000 3 10 Decentralization in Higher Education 3 11 Decentralization in Higher Education 4 1 Decentralization in Higher Education 4 2 Decentralization in Higher Education - Reports 4 3 Decentralization in Higher Education 4 4 Tobacco Settlement Files, 1999-2000 Tobacco Securitization, 1999 4 5 Tobacco Securitization, 2000 4 6 Constituent Correpondence, 1998-2001

Accession 38989 - Arranged numerically by correspondence number.

 Correspondence Numbers, 161-1542 1 1 Correspondence Numbers, 1543-3166 1 2 Correspondence Numbers, 3303-9567 1 3 Correspondence Numbers, 9658-12150 1 4 Correspondence Numbers, 12156-15739 1 5 Correspondence Numbers, 15865-16745 1 6 Correspondence Numbers, 16817-17977 1 7 Correspondence Numbers, 18000-20584 1 8 Correspondence Numbers, 20615-25256 1 9 Correspondence Numbers, 25296-27418 1 10 Correspondence Numbers, 25296-27418 1 11 Correspondence Numbers, 27764-29994 1 12 Correspondence Numbers, 30194-31858 1 13 Correspondence Numbers, 31906-33707 1 14 Correspondence Numbers, 33850-36249 1 15 Correspondence Numbers, 36552-37192 1 16 Correspondence Numbers, 37196-37923 1 17 Correspondence Numbers, 37939-38328 1 18 Correspondence Numbers, 38461-49732 1 19 Correspondence Numbers, 49755-50732 1 20 Correspondence Numbers, 50912-53208 2 1 Correspondence Numbers, 53245-55393 2 2 Correspondence Numbers, 55412-57043 2 3 Correspondence Numbers, 57055-60320 2 4 Correspondence Numbers, 60449-62587 2 5 Correspondence Numbers, 65501-68644 2 6 Correspondence Numbers, 68686-69496 2 7 Correspondence Numbers, 69501-72155 2 8 Correspondence Numbers, 72368-77417 2 9 Correspondence Numbers, 77430-80536 2 10 Correspondence Numbers, 80726-85443 2 11 Correspondence Numbers, 85481-90929 2 12 Correspondence Numbers, 91111-94932 2 13 Correspondence Numbers, 95348-96420 2 14 Correspondence Numbers, 96457-97726 2 15 Correspondence Numbers, 97772-99254 2 16 Correspondence Numbers, 99316-100830 3 1 Correspondence Numbers, 100999-102642 3 2 Correspondence Numbers, 102646-106308 3 3 Correspondence Numbers, 106331-109820 3 4 Correspondence Numbers, 109821-115345 3 5 Correspondence Numbers, 115525-205472 3 6 Correspondence Numbers, 2004791-2026652 4 1 Correspondence Numbers, 2027483-2033675 4 2 Correspondence Numbers, 2033696-2037092 4 3 Correspondence Numbers, 2037093-2039116 4 4 Correspondence Numbers, 2039130-2044032 4 5 Correspondence Numbers, 2044363-2051942 4 6 Correspondence Numbers, 2051943-2058425 4 7 Correspondence Numbers, 2058430-2059202 4 8 Correspondence Numbers, 2059205-2060228 4 9 Correspondence Numbers, 2060253-2062393 4 10 Correspondence Numbers, 2062399-2064021 4 11 Correspondence Numbers, 2064039-2068424 4 12 Correspondence Numbers, 2068425-2072017 4 13 Correspondence Numbers, 2072060-2074348 4 14 Correspondence Numbers, 2074350-2075046 4 15 Correspondence Numbers, 2075227-2080507 4 16 Correspondence Numbers, 2080689-2084240 4a 1 Correspondence Numbers, 2084255-2086452 4a 2 Correspondence Numbers, 2086544-2087592 4a 3 Correspondence Numbers, 2087593-2088728 4s 4