PUBLIC "-//Library of Virginia//TEXT (US::Vi::vi05905::A Guide to the Records of the Virginia Secretary of Finance, 1992; 1994; 2000-2018 (bulk 2013-2017))//EN" "vi05905.xml" A Guide to the Records of the Virginia Secretary of Finance, 1992; 1994; 2000-2018 (bulk 2013-2017) Finance, Secretary of, Records, 1992; 1994; 2000-2018 52169 Roger Christman Library of Virginia © 2024 By The Library of Virginia. All Rights Reserved.

Conditions of Use

Machine-readable finding aid derived from MS Excel, created by Roger Christman, 18 June 2024 Description is in English 2024-06-18 Converted to schema conforming EAD by dtd2schema.vh.xsl. A Guide to the Records of the Virginia Secretary of Finance, 1992; 1994; 2000-2018 (bulk (2013-2017) A Collection in the Library of Virginia 52169 Roger Christman

Library of Virginia 2024 Processed by: Roger Christman Library of Virginia Descriptive Summary The Library of Virginia Records of the Virginia Secretary of Finance, 1992; 1994; 2000-2018 (bulk 2013-2017) 52169 20.84 cubic feet (30 Boxes) English Virginia Secretary of Finance Administrative Information Access Restrictions

Confidential information is restricted from public access for 75 years per Code of Virginia 42.1-78 and 2.2-3808.1. Restricted documents have been sealed within the collection. Types of records restricted include, but are not limited to: attorney-client privilege, mediation and settlement discussions, and bank account numbers.

Use Restrictions

There are no restrictions.

Preferred Citation

Records of the Virginia Secretary of Finance, 1992; 1994; 2000-2018 (bulk 2013-2017). Accession 52169, State government records collection, The Library of Virginia, Richmond, Va. 23219.

Acquisition Information

Transferred from the Virginia Secretary of Finance on 8 January 2018.

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 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.

Governor Terry McAuliffe (2014-2018) reappointed Richard "Ric" D. Brown to serve as Secretary of Finance. Richard Brown was appointed as Secretary of Finance by Governor Timothy Kaine in 2008, reappointed by Governor Robert McDonnell in 2010, and continued to serve until he retired in 2018. Prior to his appointment as Secretary of Finance, Brown worked in the Virginia Department of Planning and budget beginning in 1971. He served as agency head from 2001 to 2008.

Scope and Content

Records, 1992, 1994, 2000-2018, of Secretary of Finance Richard "Ric" D. Brown during the administrations of Governor Tim M. Kaine (2006-2010), Governor Robert F. McDonnell (2010-2014) and Terry McAuliffe (2014-2018). The collection is housed in 30 boxes and includes budget and financial presentations, decision briefs, revenue reports, correspondence, and Secretary of Finance department subject files. Information on the state budget, revenue forecasting, Virginia's bond rating, and Medicaid expansion can be found throughout the collection. Also included are records from Brown's tenure at the Virginia Department of Planning and Budget.

Arrangement

This collection is arranged into the following series:

Series I. Correspondence and Subject Files: Secretariat, 2006; 2008-2018; Series II. Bond Rating, 1992; 1994; 2000-2017; Series III. Decision Briefs, 2014-2017; Series IV. Joint Money Committee Meetings Files, 2005; 2007-2014; 2016-2017; Series V. Planning and Budget Files, 2004-2006; 2013-2017; Series VI. Public Relations-Presentations, 2008; 2008; 2010; 2013-2014; 2017; Series VII. Special Projects and Studies, 2012; 2014; 2016-2017. Contents List Series I. Correspondence and Subject Files: Secretariat, 2006; 2008-2018. 1-4 Extent: 4 boxes (4.0 cu. ft.).

Series I. Correspondence and Subject Files, 2006, 2008-2018, created and maintained by Secretary of Finance Ric Brown, during multiple gubernatorial administrations, is housed in 4 record center boxes. This series documents communication and subject matter with boards and committees that the secretary was a member of: Virginia Tobacco Commission (VTC)/Virginia Tobacco Region Revitalization Commission (VTRRC), Virginia Research Investment Committee (VRIC) and Virginia Growth and Opportunity Board (GO Virginia). This series includes agendas, correspondence, handouts, memorandums, minutes, email and reports.

Boards and Committees Virginia Tobacco Commission (VTC)/Virginia Tobacco Region Revitalization Commission (VTRRC), 2006, 2008-2017.

In 1998, the Attorneys General of 46 states signed the Master Settlement Agreement (MSA) with the four largest tobacco companies in the United States to settle state suits and recover billions of dollars in costs associated with treating smoking-related illnesses. The Tobacco Region Revitalization Commission is a 28-member body created by the 1999 General Assembly. Its mission is the promotion of economic growth and development in formerly tobacco-dependent communities, using proceeds of the national tobacco settlement. To date, the Commission has created tens of thousands of jobs and hundreds of millions of dollars of investment in Southern and Southwest Virginia. Originally called the Virginia Tobacco Commission, the name was changed in 2016. Source: website of the Commission, https://revitalizeva.org/ (accessed 19 July 2024). Originally called the Virginia Tobacco Commission, the name was changed in 2015.

Chronological

Virginia Tobacco Indemnification and Community Revitalization Commission, Briefing Book, 2006. 1 1 Correspondence and handouts, 2008. 1 2 Virginia Tobacco Commission Meeting, 2009 Jan 13. 1 3 Virginia Tobacco Commission Meeting, 2009 Apr 23. 1 4 Virginia Tobacco Commission Meeting, 2009 July 29-30. 1 5 Virginia Tobacco Commission Meeting, 2009 Oct 28-29. 1 6 Correspondence, 2009. 1 7 Virginia Tobacco Commission Meeting, 2010 Jan 11-12. 1 8 Virginia Tobacco Commission Meeting, 2010 Apr 28-29. 1 9 Virginia Tobacco Commission Meeting, 2010 July 28-29. 1 10 VTC, Southwest Economic Development and Special Projects Committees Meeting, 2010 Oct 4. 1 11 Virginia Tobacco Commission Meeting, 2010 Oct 27-28. 1 12 Correspondence and Reports, 2010 Nov 2. 1 13 VTC, Special Projects Committee Meeting, 2010 Dec 14. 1 14 Virginia Tobacco Commission Meeting, 2011 Jan 10-11. 1 15 Virginia Tobacco Commission Meeting, 2011 May 25-26. 1 16 JLARC, Review of the Tobacco Indemnification and Community Revitalization Commission, 2011 June. 1 17 VTC, Special Projects Committee Meeting (1 of 3), 2011 Sept 15. 1 18 VTC, Special Projects Committee Meeting (2 of 3), 2011 Sept 15. 1 19 VTC, Special Projects Committee Meeting (3 of 3), 2011 Sept 15. 1 20 Virginia Tobacco Commission Meeting, 2011 Sept 28-29. 1 21 Virginia Tobacco Commission Meeting, 2012 Jan 9-10. 1 22 Virginia Tobacco Commission Meeting, 2012 May 23-24. 1 23 Virginia Tobacco Commission Meeting, 2012 Sept 26-27. 1 24 Virginia Tobacco Commission Meeting, 2013 Jan 7-8. 1 25 Virginia Tobacco Commission Meeting, 2013 May 22-23. 1 26 Correspondence, 2013. 1 27 Virginia Tobacco Commission Meeting, 2013 Sept 25-26. 1 28 Virginia Tobacco Commission Meeting, 2014 Jan 6-7. 2 1 Correspondence, 2014 Mar. 2 2 Virginia Tobacco Commission Meeting, 2014 May 21-22. 2 3 Virginia Tobacco Commission Meeting, 2014 Sept 24-25. 2 4 Virginia Tobacco Commission Meeting, 2015 Jan 12-13. 2 5 Virginia Tobacco Commission Meeting, 2015 May 20-21. 2 6 Virginia Tobacco Region Revitalization Commission (VTRRC) Meeting, 2015 Sept 22-23 . 2 7 Virginia Tobacco Region Revitalization Commission Meeting, 2016 Jan 11-12. 2 8 Virginia Tobacco Region Revitalization Commission Meeting, 2016 May 23-24. 2 9 Correspondence, 2016 June-Aug. 2 10 Virginia Tobacco Region Revitalization Commission Meeting, 2016 Sept 19-20. 2 11 Virginia Tobacco Region Revitalization Commission Meeting, 2017 Jan 9-10. 2 12 Correspondence, 2017. 2 13 Virginia Tobacco Region Revitalization Commission Meeting, 2017 May 17-18. 2 14 Virginia Research Investment Committee (VRIC), 2015-2018.

The Virginia Research Investment Committee (VRIC) and the Virginia Research Investment Fund were established by the General Assembly in 2016 as a part of the GO Virginia Initiative. To position the Commonwealth as a national leader in science-based and technology-based research, VRIC makes investments in innovative and collaborative research, development, and commercialization projects and programs from Virginia’s public colleges and universities that have a high potential for economic development and job creation opportunities. Source: website GO Virginia, https://govirginia.org/initiatives/research-and-innovation/ (accessed 19 July 2024).

Chronological

Correspondence and Handouts, 2015. 2 15 Commonwealth Health Research Board (CHRB) Meeting, 2015 May 11. 2 16 Virginia Research Investment Committee Meeting, 2016 May 23. 2 17 Correspondence, 2016 June-Oct. 2 18 Virginia Research Investment Committee Meeting, 2016 Oct 12. 2 19 Correspondence, 2016 Oct-Nov. 2 20 Virginia Research Investment Committee Meeting, 2016 Dec 5. 2 21 Correspondence, 2016 Dec. 2 22 Virginia Research Investment Committee Meeting, 2017 Mar 14. 2 23 Virginia Research Investment Committee Meeting, 2017 Apr 6. 2 24 Virginia Research Investment Committee Meeting (1 of 2), 2017 May 19. 2 25 Virginia Research Investment Committee Meeting (2 of 2), 2017 May 19. 2 26 Virginia Research Investment Committee Meeting (1 of 2), 2017 May 24. 2 27 Virginia Research Investment Committee Meeting (2 of 2), 2017 May 24. 2 28 Correspondence, 2017 Apr-Aug. 2 29 Virginia Research Investment Committee Meeting, 2017 Aug 24. 2 30 Virginia Research Investment Committee Meeting (1 of 2), 2017 Oct 9. 2 31 Virginia Research Investment Committee Meeting (2 of 2), 2017 Oct 9. 2 32 Virginia Research Investment Committee Meeting, 2017 Nov 7. 2 33 Virginia Research Investment Committee Meeting, 2017 Dec 11. 2 34 Correspondence, 2018 Jan. 2 35 Virginia Economic Development Partnership, 2006, 2008-2017.

The Virginia Economic Development Partnership (VEDP) is the state economic development authority for the Commonwealth of Virginia. Created in 1995, VEDP collaborates with local, regional, and state partners to encourage the expansion and diversification of Virginia’s economy. VEDP works to accomplish these objectives through a variety of activities, including marketing and lead generation; business retention, expansion, and attraction; trade development; business intelligence; competitive benchmarking; site development; performance-based incentives; and talent solutions. Source: website of the Virginia Economic Development Partnership, https://www.vedp.org/(accessed 19 July 2024).

Chronological

Virginia Economic Development Partnership Proposed Operating Plan for the Fiscal Year Ending June 30, 2007 (Draft), 2006 June 2. 3 1 Auditor of Public Accounts, Report on Audit of Virginia Economic Development Partnership for the Year Ended 30 June 2008, 2008. 3 1 VEDP Board of Directors' Meeting, 2008 Sept 11. 3 2 Genworth, 2008 Oct-Nov. 3 2 VEDP Board of Directors' Meeting, 2008 Dec 11. 3 2 Correspondence, 2009 Jan-Feb. 3 3 VEDP Board of Directors' Meeting, 2009 Mar 10. 3 3 Correspondence, 2009 Apr. 3 3 VEDP Board of Directors' Meeting, 2009 June 18. 3 3 Correspondence, 2009 June-Aug. 3 4 VEDP Board of Directors' Meeting, 2009 Sept 10. 3 4 Correspondence, 2009 Sept-Dec. 3 4 VEDP Board of Directors' Meeting, 2009 Dec 10. 3 4 VEDP Board of Directors' Meeting, 2010 Mar 11. 3 5 Correspondence, 2010 Apr-May. 3 5 VEDP Board of Directors' Meeting, 2010 June 10. 3 5 VEDP Board of Directors' Meeting, 2010 Sept 9. 3 5 VEDP Board of Directors' Meeting, 2010 Dec 9. 3 5 Presentation to Senate Finance Subcommittee on Economic Development and Natural Resources, 2011 Feb 1. 3 6 VEDP Board of Directors' Meeting, 2011 Mar 10. 3 6 VEDP Board of Directors' Meeting, 2011 June 16. 3 6 VEDP Board of Directors' Meeting, 2011 Sept 8. 3 6 VEDP Annual Report, 2011 Nov. 3 7 VEDP Board of Directors' Meeting, 2011 Dec 8. 3 7 VEDP Board of Directors' Meeting, 2012 Mar 15. 3 8 VEDP Board of Directors' Meeting, 2012 June 27. 3 8 VEDP Board of Directors' Meeting, 2012 Sept 13. 3 9 VEDP Board of Directors' Meeting, 2012 Dec 13. 3 9 VEDP Board of Directors' Meeting, 2013 Mar 14. 3 10 VEDP Board of Directors' Meeting, 2013 June 13. 3 10 VEDP Board of Directors' Meeting, 2013 Sept 12. 3 10 VEDP Board of Directors' Meeting, 2014 Mar 12. 3 11 Governor's Opportunity Fund transactions for FY 2014, 2014 July. 3 11 VEDP, Major Employment and Investment (MEI) Project Approval Commission Meeting, 2014 Aug 15. 3 11 VEDP Return on Investment (ROI) Meeting, 2015 Aug 12. 3 12 VEDP Board of Directors' Meeting, 2015 Sept 10. 3 13 VEDP Funding, 2015 Nov. 3 13 Virginia Sustained Growth Study, 2016 Jan. 3 14 Correspondence, 2016 Feb. 3 14 VEDP Executive Committee Meeting, 2016 Apr 13. 3 14 VEDP Finance and Auditing Committee Meeting, 2016 Apr 13. 3 14 Correspondence, 2016 May. 3 15 VEDP Executive Committee Meeting, 2016 May 27. 3 15 VEDP Executive Committee Meeting, 2016 June 8. 3 16 VEDP Finance and Auditing Committee Meeting, 2016 June 8. 3 16 VEDP Board of Directors' Meeting, 2016 June 9. 3 16 VEDP, Major Employment and Investment (MEI) Project Approval Commission Meeting, 2016 July 11. 3 16 Correspondence, 2016 Aug. 3 16 VEDP Board of Directors' Meeting, 2016 Sept 8. 3 17 VEDP Finance and Auditing Committee Meeting, 2016 Sept 8. 3 18 VEDP Regional Visits and Listening Tour, Final Report, 2016 Sept. 3 18 VEDP Board of Directors' Meeting, 2016 Dec 8. 3 18 Correspondence, 2016 Nov-Dec; 2017 Feb; undated. 3 18 VEDP CEO Search Process (1 of 5), 2016 May. 3 19 VEDP CEO Search Process (2 of 5), 2016 May. 3 20 VEDP CEO Search Process (3 of 5), 2016 June; 2016 Sept. 4 1 VEDP CEO Search Process (4 of 5), 2016 Sept-Oct. 4 2 VEDP CEO Search Process (5 of 5), 2016 Oct-Nov. 4 3 Virginia Growth and Opportunity Board (GO Virginia), 2014-2017.

GO Virginia is an initiative by Virginia’s senior business leaders to foster private-sector growth and job creation through state incentives for regional collaboration by business, education, and government. GO Virginia Coalition launched in July 2015 by Virginia's senior business leadership with broad bipartisan support. These records document the creation of GO Virginia. Source: website of GO Virginia, https://govirginia.org/(accessed 19 July 2024).

Chronological

Correspondence, 2014. 4 4 Correspondence, 2015 May-July. 4 5 Correspondence, 2015 July. 4 6 Correspondence, 2015 Aug; 2015 Oct. 4 7 Correspondence, 2015 Nov-Dec. 4 8 Correspondence and Meeting Documents, 2016 Jan-Mar. 4 9 Correspondence and Meeting Documents, 2016 Apr-Oct. 4 10 Correspondence and Meeting Documents, 2016 Oct-Dec. 4 11 Virginia DHCD Go Virginia Presentation to Senate Finance Committee, 2017 Jan 17. 4 12 GO Virginia Board Meeting, 2017 Mar 14. 4 12 GO Virginia Board Meeting, 2017 Apr 6. 4 12 GO Virginia Orientation, 2017 Apr 20. 4 12 GO Virginia Stakeholder Workgroup Meeting, 2017 May 16. 4 12 GO Virginia Executive Committee Meeting, 2017 June 6. 4 13 GO Virginia Board Meeting, 2017 June 13. 4 14 GO Virginia Executive Committee Meeting, 2017 Aug 31. 4 15 GO Virginia Board Meeting, 2017 Sept 12. 4 16 GO Virginia Board Meeting, 2017 Oct 16. 4 17 Series II. Bond Rating, 1992; 1994; 2000-2017. 5-7 Extent: 3 boxes (1.70 cu. ft.).

Series II. Bond Rating, 1992; 1994; 2000-2017, created and maintained by Secretary of Finance Ric Brown, during multiple gubernatorial administrations, is housed in 3 boxes. This series documents the fiscal health and credit worthiness of the Commonwealth as it pertains to obtaining and defending its bond rating. Included are meeting records between Commonwealth officials and three credit rating companies: Fitch, IBCA; Standard and Poor's; and Moody's. This series includes reports, presentations, agendas, meeting notes, and correspondence.

Rating Agency Briefing, 1992 Mar 26. 5 1 Rating Agency Presentation, 1992 Sept 17. 5 2 Rating Agency Presentation, 1994 Oct 26. 5 3 Rating Agency Presentation, 2000 June 26-27. 5 4 Rating Agency Presentation, 2000 May 28-29. 5 5 Rating Agency Presentation, 2001 Oct 18-19. 5 6 Rating Agency Presentation, 2002 May 28-29. 5 7 Rating Agency Presentation, 2003 May 13-14. 5 8 Presentation to Moody's Investors Services, Inc., 2003 Sept 26. 5 9 Arimax Presentation to Joint Meeting of House Appropriations and House Finance Committees, 2004 Feb 11. 5 10 Presentation to Standard and Poor's Ratings Service, Inc., 2004 May 21. 5 11 Presentation to Standard and Poor's, 2004 October 21. 5 12 Rating Agency Presentation, 2005 Sept 26-27. 5 13 Rating Agency Presentation (copy), 2005 Sept 26-27. 5 14 Rating Agency Presentation, 2006 June 7. 5 15 Rating Agency Presentation (copy), 2006 June 7. 5 16 Rating Agency Presentation, 2007 June 26-27. 5 17 Rating Agency Presentation, 2007 June 26-27. 5 18 Debt Capacity Advisory Committee, Report to the Governor and General Assembly, 2007 Dec 17. 5 19 Correspondence, 2008 Aug-Dec. 5 20 Rating Agency Presentation, 2009 Jan 9. 5 21 Correspondence, 2009 Feb-Dec. 5 22 Rating Agency Presentation, 2010 Jan 12. 5 23 October Revenue Update, A Briefing for Bond Rating Firms, 2010 Nov 15. 5 24 Correspondence, 2011 Apr-July. 5 25 Correspondence, 2011 Aug. 5 26 2012 Rating Agency Presentation, Economic Outlook and Revenue Forecast, 2012 Jan 5. 5 27 Rating Agency Visit, 2012 Sept 27-28. 5 28 Correspondence, 2012 Sept. 6 1 Bond Rating Agencies, 2012 Sept 27. 6 2 Governor's Rating Agency Trip (1 of 2), 2013 Oct 3. 6 3 Governor's Rating Agency Trip (2 of 2), 2013 Oct 3. 6 4 Correspondence, 2013 Jan-June. 6 5 Correspondence, 2013 Oct-Dec. 6 6 Correspondence, 2014. 7 1 Governor's Rating Agency Trip, 2015 Jan 9. 7 2 Governor's Rating Agency Trip, Supporting Documents, 2014 Nov-2015 Jan. 7 3 Update for Moody's Investors Service, 2015 Jan 16. 7 4 Call with Standard and Poor's Ratings Services, 2015 Jan 20. 7 5 Senate Finance Committee, General Government Subcommittee, 2015 Jan 27. 7 6 Correspondence, 2015-2017. 7 7 Series III. Decision Briefs, 2014-2017. 8-9 Extent: 2 boxes (2.0 cu. ft.).

Series III. Decision Briefs, 2014-2017, created and maintained by Secretary of Finance Ric Brown, during the administration of Governor Ralph Northam, is housed in 3 boxes. This series documents the history of decision briefs sent by the staff to the Secretary of Finance or the Governor for approval. This series includes decision memoranda and supporting documentation from assigned agency heads asking the Secretary's permission to perform a major function or policy initiative within their agency. Arranged in reverse chronological order by last action taken.

2017 Dec 8 1 2017 Dec 8 2 2017 Dec 8 3 2017 Dec 8 4 2017 Nov 8 5 2017 Oct-Nov 8 6 2017 Oct-Sept 8 7 2017 Sept 8 8 2017 Aug 8 9 2017 July 8 10 2017 June 8 11 2017 May 8 12 2017 Apr 8 13 2017 Mar 8 14 2017 Jan-Feb 8 15 2017 Jan 8 16 2016 Dec 8 17 2016 Nov 8 18 2016 Sept-Oct 9 1 2016 Aug 9 2 2016 June-July 9 3 2016 May-June 9 4 2016 Mar-Apr 9 5 2016 Feb 9 6 2016 Jan 9 7 2015 Dec 9 8 2015 Sept-Nov 9 9 2015 Aug 9 10 2015 July 9 11 2015 June 9 12 2015 May 9 13 2015 Apr 9 14 2015 Jan-Mar 9 15 2014 Nov-Dec 9 16 2014 Oct 9 17 2014 Sept 9 18 2014 Aug 9 19 2014 June-July 9 20 2014 Apr-May 9 21 2014 Jan-Mar 9 22 Series IV. Joint Money Committee Meetings Files, 2005; 2007-2014; 2016-2017. 10-12; 23 Extent: 4 boxes (2.05 cu. ft.).

Series IV. Joint Money Committee Meetings Files, 2005; 2007-2014; 2016-2017, created and maintained by Secretary of Finance Ric Brown, during multiple gubernatorial administrations, is housed in 4 boxes. This series contains presentations to the Joint Money Committee (House Appropriation and Senate Finance) and supporting documentation (correspondence, speeches, meeting notes and reports). Subjects include the state budget, revenue reports, tax impact assessments, and fiscal trends and forecasts.

Governor Warner's Proposed Budget for 2006 and the 2006-2008 Biennium, A Briefing for the Senate Finance Committee, the House Appropriations Committee, and the House Finance Committee (Draft Copy), 2005 Dec 15. 10 1 Governor Kaine's Proposed Budget for 2008 and the 2008-2010 Biennium, A Briefing for the Senate Finance Committee, the House Appropriations Committee, and the House Finance Committee, 2007 Dec 17. 10 2 Governor Kaine's Proposed Budget for 2008 and the 2008-2010 Biennium, A Briefing for the Senate Finance Committee, the House Appropriations Committee, and the House Finance Committee (with Richard Brown's notes and supporting documents), 2007 Dec 17. 10 3 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2008, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees, 2008 Aug 18. 10 4 Governor Kaine's Proposed Amendments to the 2008-2010 Biennial Budget, A Briefing for the Joint Meeting of the Senate Finance Committee, House Appropriations Committee, and the House Finance Committee, by Daniel Timberlake, Director, Virginia Department of Planning and Budget, 2008 Dec 17. 10 5 Governor Kaine's Proposed Amendments to the 2008-2010 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees, 2008 Dec 17. 10 6 Governor Kaine's Proposed Amendments to the 2008-2010 Biennial Budget, Economic Outlook and Revenue Forecast, A Briefing for the Halifax Chamber of Commerce, 2009 Jan 15. 10 7 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2009, The Interim Economic Forecast for Fiscal Years 2010 through 2012, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees, 2009 Aug 19. 10 8 Governor Kaine's Proposed 2010-2012 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees, 2009 Dec 18. 10 9 2010 Session, Budget Overview, Amendments to FY 2008-10 Budget; Proposed FY 2010-2012 Budget, 2010 Jan 14. 10 10 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2010, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees (1 of 2), 2010 Aug 19. 10 11 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2010, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees (2 of 2), 2010 Aug 19. 10 12 Governor McDonnell's Proposed Amendments to the 2010-2012 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees (1 of 3), 2010 Dec 17. 10 13 Governor McDonnell's Proposed Amendments to the 2010-2012 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees (2 of 3), 2010 Dec 17. 10 14 Governor McDonnell's Proposed Amendments to the 2010-2012 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees (3 of 3), 2010 Dec 17. 10 15 Overview of Governor McDonnell's Proposed Amendments to the 2010-2012 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Halifax County Chamber of Commerce, 2011 Jan 20. 10 16 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2011, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees, 2011 Aug 18. 10 17 Governor McDonnell's Proposed 2012-2014 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees, 2011 Dec 19. 10 18 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2012, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees, 2012 Aug 15. 10 19 Governor McDonnell's Proposed Amendments to the 2012-2014 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees, 2012 Dec 17. 11 1 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2013, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees, 2013 Aug 19. 11 2 Governor McDonnell's Proposed 2014-2016 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees, 2013 Dec 16. 11 3 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2014, The Interim Economic Outlook and Revenue Forecast for Fiscal Years 2015 through 2016, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees, 2014 Aug 15. 11 4 Governor McAuliffe's Proposed Amendments to the 2014-2016 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees, 2014 Dec 17. 11 5 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2016, The Interim Economic Outlook and Revenue Forecast for Fiscal Years 2017 through 2018, A Presentation to the Senate Finance, House Appropriations, and House Finance Committees, 2016 Aug 26. 12 1 Governor McAuliffe's Proposed Amendments to the 2016-2018 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Finance, and House Appropriations Committees, 2016 Dec 16. 12 2 Briefing for Rating Agencies, Revenue Update and Governor's Budget Actions, 2017 Jan. 12 3 Review of General Fund Revenues and the Virginia Economy for Fiscal Year 2017, A Presentation to the Senate Finance, House Finance, and House Finance Committees, 2017 Aug 21. 12 4 Governor McAuliffe's Proposed 2018-2020 Budget, Economic Outlook and Revenue Forecast, A Briefing for the Senate Finance, House Appropriations and House Finance Committees, 2017 Dec 18. 12 5 Economic and Revenue Update, A Briefing for the Money Committees, 2016 May. 23 1 Economic and Revenue Update, A Briefing for the Money Committees, 2016 June. 23 2 Economic and Revenue Update, A Briefing for the Money Committees, 2016 Sept. 23 3 Economic and Revenue Update, A Briefing for the Money Committees, 2016 Oct. 23 4 Economic and Revenue Update, A Briefing for the Money Committees, 2017 Jan. 23 5 Economic and Revenue Update, A Briefing for the Money Committees, 2017 Feb. 23 6 Economic and Revenue Update, A Briefing for the Money Committees, 2017 Sept. 23 7 Series V. Planning and Budget Files, 2004-2006; 2012-2017. 13-22; 28-30 Extent: 13 boxes (9.21 cu. ft.).

Series V. Planning and Budget Files, 2004-2006; 2012-2017, created and maintained by Secretary of Finance Ric Brown, during multiple gubernatorial administrations, is housed in 13 boxes. This series documents the interactions between the Office of the Secretary of Finance and the Governor's staff, state agencies, and the Department of Planning and Budget regarding the development and modification of the Commonwealth's budget. This series may include, but is not limited to: incoming and outgoing correspondence, email, budget reports, budget amendments, capital outlay, notes and supporting documentation. This series appears to be in loose chronological order by legislative session. Capitol Outlay records are in loose reverse chronological order. While some records were foldered, none of them were labeled. Subjects include the state budget, state agency budget reduction plans, Medicaid expansion, legislation, revenue forecasts, and the Governor's Advisory Council on Revenue Estimates.

Governor McDonnell's Proposed Executive Amendments to the Introduced Budget (HB1500/SB800), 2013 Jan 14. 13 1 Revenue Forecast and Budget Development, 2013 May-Aug. 13 2 Revenue Forecast and Budget Development, 2013 Aug. 13 3 2014 Legislative Proposals, 2013 Sept. 13 4 Revenue Forecast and Budget Development, 2013 Oct. 13 5 Revenue Forecast and Budget Development, 2013 Nov. 13 6 Revenue Forecast and Budget Development, 2013 Nov. 13 7 Capital Outlay, 2013-2014. 13 8 2014 Regular Session, 2014 Jan. 13 9 2014 Regular Session and Special Session I (1 of 2), 2014 Jan-Mar. 13 10 2014 Regular Session and Special Session I (2 of 2), 2014 Jan-Mar. 13 11 2014 Special Session I, 2014 Mar. 13 12 2014 Special Session I, 2014 Mar. 13 13 2014 Special Session I (1 of 3), 2014 Mar-June. 13 14 2014 Special Session I (2 of 3), 2014 Mar-June. 13 15 2014 Special Session I (3 of 3), 2014 Mar-June. 13 16 2014 Special Session I (1 of 2), 2014 June. 13 17 2014 Special Session I (2 of 2), 2014 June. 14 1 Governor's Advisory Council on Revenue Estimates, 2014 Aug 1. 14 2 Joint Meeting of the Senate Finance, House Appropriations and House Finance Committees (1 of 2), 2014 Aug 15. 14 3 Joint Meeting of the Senate Finance, House Appropriations and House Finance Committees (2 of 2), 2014 Aug 15. 14 4 2014 Special Session I, 2014 Aug-Oct. 14 5 Medicaid Expansion, 2014 Apr-Oct. 14 6 Budget Reduction Plans for FY 2015, 2014 Aug; Oct. 14 7 2014 Special Session I, 2014 Aug-Sept. 14 8 Revenue Forecast and Budget Development, 2014 Oct. 14 9 Revenue Forecast and Budget Development, 2014 Oct-Nov. 14 10 Revenue Forecast and Budget Development, 2014 Nov. 14 11 Revenue Forecast and Budget Development, 2014 Nov-Dec. 14 12 Revenue Forecast and Budget Development, 2014 Dec. 14 13 2015 Legislative Proposals, 2014 Sept. 14 14 2015 Regular Session (1 of 2), 2015 Jan-Apr. 14 15 2015 Regular Session (2 of 2), 2015 Jan-Apr. 14 16 2015 Regular Session (1 of 2), 2015 Feb. 15 1 2015 Regular Session (2 of 2), 2015 Feb. 15 2 2015 Regular Session (1 of 2), 2015 Feb. 15 3 2015 Regular Session (2 of 2), 2015 Feb. 15 4 2015 Regular Session (1 of 2), 2015 Jan-Feb. 15 5 2015 Regular Session (2 of 2), 2015 Jan-Feb. 15 6 2015 Regular Session (1 of 2), 2015 Feb-Mar. 15 7 2015 Regular Session (2 of 2), 2015 Feb-Mar. 15 8 Revenue Forecast and Budget Development, 2015 Mar. 15 9 Revenue Forecast and Budget Development (1 of 3), 2015 Mar-May. 15 10 Revenue Forecast and Budget Development (2 of 3), 2015 Mar-May. 15 11 Revenue Forecast and Budget Development (3 of 3), 2015 Mar-May. 15 12 Revenue Forecast and Budget Development, 2015 Apr. 15 13 Hancock Geriatric Treatment Center (HGTC) Closure, 2015 June-Sept. 15 14 Medicaid Expansion, 2015 July-Oct. 15 15 Capital Outlay Budget, 2015 Oct. 15 16 Revenue Forecast and Budget Development, 2015 Aug-Dec. 15 17 Revenue Forecast and Budget Development, 2015 Sept-Dec. 15 18 Revenue Forecast and Budget Development, 2015 July-Aug. 16 1 Revenue Forecast and Budget Development, 2015 Aug. 16 2 Revenue Forecast and Budget Development, 2015 Sept-Nov. 16 3 Revenue Forecast and Budget Development, 2015 Sept-Nov. 16 4 Revenue Forecast and Budget Development, 2015 Oct-Nov. 16 5 Revenue Forecast and Budget Development, 2015 Oct-Nov. 17 1 Revenue Forecast and Budget Development, 2015 Nov-Dec. 17 2 Finance Legislation (1 of 2), 2015 Dec-2016 Feb. 17 3 Finance Legislation (2 of 2), 2015 Dec-2016 Feb. 17 4 General Fund Budget Spreadsheet, FY2017 and FY2018, 2017 Feb. 17 5 Governor McAuliffe's Proposed 2016-2018 Budget, 2015 Dec. 18 1 Governor McAuliffe's Proposed 2016-2018 Budget, 2015 Dec. 18 2 Governor McAuliffe's Proposed 2016-2018 Budget, 2015 Dec. 18 3 2016-2018 Budget Roll Out, 2015 Dec. 18 4 2016-2018 Budget Roll Out, 2015 Dec. 18 5 2016 Regular Session, Economic Development, 2016 Jan-Feb. 18 6 2016 Regular Session (1 of 5), 2016 Feb. 18 7 2016 Regular Session (2 of 5), 2016 Feb. 18 8 2016 Regular Session (3 of 5), 2016 Feb. 18 9 2016 Regular Session (4 of 5), 2016 Feb. 18 10 2016 Regular Session (5 of 5), 2016 Feb. 18 11 2016 Regular Session, 2016 Feb. 18 12 2016 Regular Session (1 of 2), 2016 Feb-Mar. 18 13 2016 Regular Session (2 of 2), 2016 Feb-Mar. 18 14 Side by Side Comparison of HB/SB 29 and 30 Budget Actions (Conference Report Version) (1 of 2), 2016 Mar 15. 18 15 Side by Side Comparison of HB/SB 29 and 30 Budget Actions (Conference Report Version) (2 of 2), 2016 Mar 15. 18 16 2016 Regular Session (1 of 4), 2016 Mar-Apr. 18 17 2016 Regular Session (1 of 4), 2016 Mar-Apr. 18 18 2016 Regular Session (3 of 4), 2016 Mar-Apr. 19 1 2016 Regular Session (4 of 4), 2016 Mar-Apr. 19 2 2016 Regular Session, 2016 Mar-Apr. 19 3 2016 Veto Session, 2016 Apr. 19 4 Executive Amendments to the Budget, 2016 Session (1 of 2), 2015 Dec-2016 Mar. 19 5 Executive Amendments to the Budget, 2016 Session (2 of 2), 2015 Dec-2016 Mar. 19 6 Bonds (1 of 3), 2016 Feb-Apr. 19 7 Bonds (2 of 3), 2016 Feb-Apr. 19 8 Bonds (2 of 3), 2016 Feb-Apr. 19 9 Revenue Forecast and Budget Development, 2016 Apr-June. 19 10 2016 Year End Close, 2016 June. 19 11 Revenue Forecast and Budget Development, 2016 June-July. 19 12 Revenue Forecast and Budget Development (1 of 3), 2016 May-Aug. 19 13 Revenue Forecast and Budget Development (2 of 3), 2016 May-Aug. 19 14 Revenue Forecast and Budget Development (3 of 3), 2016 May-Aug. 19 15 Revenue Forecast and Budget Development (1 of 5), 2016 Nov-Dec. 19 16 Revenue Forecast and Budget Development (2 of 5), 2016 Nov. 19 17 Revenue Forecast and Budget Development (3 of 5), 2016 Oct-Nov. 19 18 Revenue Forecast and Budget Development (4 of 5), 2016 Aug-Oct. 19 19 Revenue Forecast and Budget Development (5 of 5), 2016 Aug-Sept. 19 20 Budget Issues (Medicaid Expansion), 2016 Oct-Nov. 19 21 Revenue Forecast and Budget Development (1 of 4), 2016 July-Oct. 20 1 Revenue Forecast and Budget Development (2 of 4), 2016 July-Oct. 20 2 Revenue Forecast and Budget Development (3 of 4), 2016 July-Oct. 20 3 Revenue Forecast and Budget Development (4 of 4), 2016 July-Oct. 20 4 Revenue Forecast and Budget Development (1 of 4), 2016 July-Nov. 20 5 Revenue Forecast and Budget Development (2 of 4), 2016 July-Nov. 20 6 Revenue Forecast and Budget Development (3 of 4), 2016 July-Nov. 20 7 Revenue Forecast and Budget Development (4 of 4), 2016 July-Nov. 20 8 Revenue Forecast and Budget Development, 2016 Aug-Nov. 20 9 Revenue Forecast and Budget Development (1 of 2), 2016 Aug-Nov. 20 10 Revenue Forecast and Budget Development (2 of 2), 2016 Aug-Nov. 20 11 Revenue Forecast and Budget Development (1 of 3), 2016 Aug-Nov. 20 12 Revenue Forecast and Budget Development (2 of 3), 2016 Aug-Nov. 20 13 Revenue Forecast and Budget Development (3 of 3), 2016 Aug-Nov. 20 14 Joint Advisory Board of Economists Meeting, 2016 Nov 9. 20 15 Revenue Forecast and Budget Development (1 of 4), 2016 Dec. 20 16 Revenue Forecast and Budget Development (2 of 4), 2016 Dec. 20 17 Revenue Forecast and Budget Development (3 of 4), 2016 Dec. 20 18 Revenue Forecast and Budget Development (4 of 4), 2016 Dec. 20 19 News stories on national economic conditions, 2016 Aug-Oct. 21 1 2017 Regular Session, 2017 Jan-Feb. 21 2 2017 Regular Session (1 of 3), 2017 Feb 5. 21 3 2017 Regular Session (2 of 3), 2017 Feb 5. 21 4 2017 Regular Session (3 of 3) 2017 Feb 7. 21 5 2017 Regular Session, 2017 Feb. 21 6 2017 Regular Session, 2017 Feb-Mar. 21 7 Bill Review, 2017 Mar. 21 8 Budget Actions and Amendments (1 of 2), 2017 Mar. 21 9 Budget Actions and Amendments (2 of 2), 2017 Mar. 21 10 Budget Amendments, HB1500 (1 of 3), 2017 Mar. 21 11 Budget Amendments, HB1500 (2 of 3), 2017 Mar. 21 12 Budget Amendments, HB1500 (3 of 3), 2017 Mar. 21 13 Federal Budget Information, 2006; 2012; 2017. 21 14 Line of Duty Legislation, 2012; 2014-2016. 21 15 Virginia Information Technology Agency (VITA), 2016-2017. 21 16 Revenue Information and Money Committee Presentations, 2014-2016. 21 17 Virginia Information Technology Agency (VITA), VITA - Northrop Grumman Mediation/Settlement [RESTRICTED], 2017 Mar-Apr. 22 1 Capital Outlay, 2017 Apr-2016 Sept. 28 1 Capital Outlay, 2016 Sept-July. 28 2 Capital Outlay, 2016 July. 28 3 Capital Outlay, 2016 July. 28 4 Capital Outlay, 2016 June. 28 5 Capital Outlay, 2016 Jan-2015 Nov. 28 6 Capital Outlay, 2015 Oct-Sept. 29 1 Capital Outlay, 2015 Aug-May. 29 2 Capital Outlay, 2015 Apr-Jan. 29 3 Capital Outlay, 2014. 29 4 Capital Outlay, 2013. 29 5 Capital Outlay, Reference Documents, 2004-2005. 30 1 Series VI. Public Relations-Presentations, 2008; 2010; 2013-2014; 2017. 24-25 Extent: 2 boxes (0.53 cu. ft.).

Series VI. Public Relations-Presentations, 2008; 2010; 2013-2014; 2017, created and maintained by Secretary of Finance Ric Brown, during multiple gubernatorial administrations, is housed in two boxes. This series documents presentations made by the Secretary of Finance not covered in other series.

Economic, Revenue, and Budget Status Report for Virginia, A Presentation to the Virginia Municipal League (1 of 2), 2008 Sept 18. 24 1 Economic, Revenue, and Budget Status Report for Virginia, A Presentation to the Virginia Municipal League (2 of 2), 2008 Sept 18. 24 2 Core Services and Trends Affecting Intergovernmental Relations, Presentation to Governor McDonnell's Reform and Restructuring Commission, 2010 July 14. 24 3 ABC Privatization and State Revenue, 2010 Sept 8. 24 4 Presentation to House Appropriations Committee, 2013 Nov 20. 24 5 Meeting with the Virginia Congressional Delegation (1 of 2), 2014 Apr 9. 24 6 Meeting with the Virginia Congressional Delegation (2 of 2), 2014 Apr 9. 24 7 Southside Cabinet Trip, 2014 July 28-29. 24 8 Virginia Tax 2017 Amnesty Program, 2017 Aug 9. 25 1 Fiscal Matters Do Matter! - 2017 Governor's Transportation Conference, 2017 Oct 26. 25 2 Financial Considerations and Issues, Presented to Local Government Policy Council, 2017 Oct 31. 25 3 Overview of the HIS Markit Virginia Revenue Forecasting Review, 2017 Nov 14. 25 4 Series VII. Special Projects and Studies, 2012; 2014; 2016-2017. 26-27 Extent: 2 boxes (1.35 cu. ft.).

Series VI. Public Relations-Presentations, 2008; 2010; 2013-2014; 2017, created and maintained by Secretary of Finance Ric Brown, during the gubernatorial administrations of Robert McDonnell and Terry McAuliffe, is housed in two boxes. This series documents the office's interaction with and oversight of various projects and studies. The four projects and studies for the Secretary of Finance were: Catalog of State and Federal Mandates on Local Governments, Amazon (Retail Sales and Use Tax) Washington Redskins (now Washington Commanders) (financial incentives to move their practice facility to Richmond), Petersburg financial crisis, and Capital Outlay.

The City of Petersburg had a major financial crisis in 2016. Tax collections were below 60 percent due to the closing of a pharmaceutical plant and the move of Brown and Williamson's corporate headquarters to Georgia. Petersburg City Council hired the DC based Robert Bobb Group to help with the city's finances. The Bobb Group worked with Secretary of Finance Ric Brown to secure needed funding for the city to pay its' bills. These records arranged loosely in chronological order document the actions taken by the secretary to stabilize Petersburg's finances in 2016 and 2017.

Catalog of State and Federal Mandates on Local Governments (1 of 2), 2014 Sept. 26 1 Catalog of State and Federal Mandates on Local Governments (2 of 2), 2014 Sept. 26 2 Amazon (Retail Sales and Use Tax), 2012 Jan-Feb. 26 3 Washington Redskins, 2012 Feb-Mar. 26 4 Washington Redskins, 2012 June. 26 5 Petersburg, 2016 June-July. 26 6 Petersburg, 2016 July-Aug. 27 1 Petersburg, 2016 Aug. 27 2 Petersburg, 2016 Aug-Sept. 27 3 Petersburg, 2016 Aug. 27 4 Petersburg, 2016 Aug. 27 5 Petersburg, 2016 Sept. 27 6 Petersburg, 2016 Sept. 27 7 Petersburg, 2016 Sept. 27 8 Petersburg, 2016 Sept-Oct. 27 9 Petersburg, 2016 Oct-Nov. 27 10 Petersburg, 2017 Feb-Apr. 27 11 Petersburg, 2017 Jan. 27 12 Petersburg, 2017 Jan. 27 13 Petersburg, 2016 Dec-2017 Jan. 27 14 Petersburg (Reference Materials), 2016 Feb-Mar. 27 15 Petersburg (Reference Materials), 2012 July-Aug. 27 16