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Finance Department - All Documents ( Including Archived ) Exclude Archived Documents
| Title | Date | Categories | Site |
|---|---|---|---|
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FY25 TM Proposed Budget 3-19-2024
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March 19, 2024 | Finance Department | |
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S and P Report – Sudbury, Massachusetts 2024
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February 14, 2024 | Finance Department | |
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FY25 TM Proposed Budget 2-1-2024
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February 6, 2024 | Finance Department | |
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Sudbury FY2022 ACFR
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June 22, 2023 (archived) | Finance Department | |
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FY24 Sudbury Town Manager Preliminary Budget Book 3-28-2023
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February 1, 2023 (archived) | Finance Department | |
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FY23 Town Manager Preliminary Budget 1-31-2022
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October 31, 2022 | Finance Department | |
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Sudbury FY2021 Annual Comprehensive Financial Report
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May 18, 2022 (archived) | Reports - Financial Statements | Finance Department |
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FY2022 Town Budgt Presentation 2021February23
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March 16, 2022 | Finance Department | |
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FY2023 Town Budget Presentation 2022March1
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March 16, 2022 | Finance Department | |
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Town Investment Policy
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January 14, 2022 | Collector / Treasurer Policy - Financial |
Finance Department |
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Town Trust Fund Investment Policy
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January 14, 2022 | Collector / Treasurer Policy - Financial |
Finance Department |
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Sudbury FY2020 Comprehensive Annual Financial Report (CAFR)
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June 2, 2021 | Reports - Financial Statements | Finance Department |
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Lincoln-Sudbury Regional School District FY22 Budget
With the strong and active support of the towns of Lincoln and Sudbury, Lincoln-Sudbury Regional High School has a long history of providing its students a robust variety of high quality academic and co-curricular programs and opportunities. The FY22 Budget continues that tradition while also being challenged financially by the rising cost of human resources, transportation and special education services. |
May 13, 2021 (archived) | Budget Reports - Financial Statements Schools - Lincoln-Sudbury |
Finance Department |
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FY22 Finance Committee Section as of 3-31-2021 FINAL
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March 31, 2021 (archived) | Finance Committee | |
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3-29-21 FinCom Agenda
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March 24, 2021 (archived) | Finance Committee | |
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3.5.21 FY22 Sudbury Town Manager Proposed Budget FinCom
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March 17, 2021 (archived) | Finance Committee | |
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3.5.21 FY21 Free Cash Estimated Usage (second) FinCom
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March 17, 2021 (archived) | Finance Committee | |
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FinCom Report to Select Board 3.16.21
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March 17, 2021 (archived) | Finance Committee | |
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SPS FY 22 Warrant Articles
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February 10, 2021 (archived) | Finance Committee | |
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SPS FY 22 Capital Plan
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February 10, 2021 (archived) | Finance Committee | |
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SPS FY 22 Budget Book
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February 10, 2021 (archived) | Finance Committee | |
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S&P 500 Credit Report 01.05.21
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February 10, 2021 (archived) | Finance Committee | |
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LS FY 22 LS Capital Plan – ALL Depts
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February 10, 2021 (archived) | Finance Committee | |
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FY22 Capital Plan 01.20.2021
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February 10, 2021 (archived) | Finance Committee | |
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2020 Town of Sudbury Financial Condition and Forecast 01.08.21
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February 10, 2021 (archived) | Finance Committee | |
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12.14.20 Finance Committee Reserve Fund Transfer Policy
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February 10, 2021 (archived) | Finance Committee | |
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2020 Town Report – Finance Committee
Finance Committee's Town Report for 2020 was approved at the January 25, 2021 meeting. |
January 29, 2021 (archived) | Town Report - Committee | Finance Committee |
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Temporary Finance Committee Appointment Application
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January 12, 2021 (archived) | Finance Committee | |
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S&P Sudbury Credit Rating 2021
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January 6, 2021 | Finance Department | |
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FY21 Town Manager’s Proposed Budget 9/12/2020
FY21 Town Manager's Proposed Budget |
July 28, 2020 | Finance Department | |
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Ratings Direct_Summary Sudbury Gen. Oblig. Note_June 12 2020
S&P Global Ratings Summary: Sudbury, MA; General Obligation; Note |
July 22, 2020 | Finance Department | |
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Sudbury FY2019 Comprehensive Annual Financial Report (CAFR)
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March 23, 2020 (archived) | Reports - Financial Statements | Finance Department |
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FY21 Town Budget Presentation 2020March3
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March 4, 2020 (archived) | Finance Department | |
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FY20 Town Budget Presentation 2019March12
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March 4, 2020 (archived) | Finance Department | |
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FY21 GFOA Budget 3-3-2020
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March 3, 2020 | Finance Department | |
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Sudbury FY2018 Comprehensive Annual Financial Report (CAFR)
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November 6, 2019 (archived) | Reports - Financial Statements | Finance Department |
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Spring 2019
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May 6, 2019 (archived) | Finance Committee | |
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2019 Finance Committee for Warrant -2
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May 6, 2019 (archived) | Finance Committee | |
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FY20 GFOA Budget
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February 7, 2019 (archived) | Finance Department | |
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Sudbury FY2017 Comprehensive Annual Financial Report (CAFR)
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June 6, 2018 (archived) | Reports - Financial Statements | Finance Department |
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FY2019 Town Budget Presentation 2018Jan23
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February 14, 2018 (archived) | Finance Department | |
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FY19 Town Manager Proposed Budget
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January 17, 2018 (archived) | Finance Department | |
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Sudbury FY2016 Comprehensive Annual Financial Report (CAFR)
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April 19, 2017 (archived) | Reports - Financial Statements | Finance Department |
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FY2018 Town Budget Presentation 2017Jan10
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April 18, 2017 (archived) | Budget | Finance Department |
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FY2018 Enterprise Fund Budgets Presentation
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April 18, 2017 (archived) | Budget | Finance Department |
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FY2018 Preliminary Budget Document
This preliminary budget contains the amounts requested by the major cost centers in accordance with the guidelines set forth by the Town of Sudbury Finance Committee. |
January 6, 2017 (archived) | Budget | Finance Department |
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Free Cash Use Guidelines
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October 17, 2016 (archived) | Budget Finance Committee |
Finance Committee |
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FY17 Recommended Operating Budget
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February 29, 2016 (archived) | Finance Department | |
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FY2017-General Operating Budget
Capital Available Sources/Uses |
February 29, 2016 (archived) | Finance Department | |
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FY2017 Preliminary Budget Document
This preliminary budget contains the amounts requested by the major cost centers in accordance with the guidelines set forth by the Town of Sudbury Finance Committee in their letter dated October 26, 2015. |
February 16, 2016 (archived) | Budget | Finance Department |
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Sudbury FY2015 Comprehensive Annual Financial Report (CAFR)
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February 11, 2016 (archived) | Reports - Financial Statements | Finance Department |
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Town of Sudbury Credit Rating – 11/2011
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October 2, 2015 (archived) | Reports | Finance Department |
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Town of Sudbury Credit Rating 3/2013
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October 2, 2015 (archived) | Reports | Finance Department |
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FY2007 Budget Guidelines for Cost Centers
Finance Committee FY07 Budget Guidelines for Cost Centers |
August 20, 2015 (archived) | Budget | Finance Committee |
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FY2009 Sudbury’s Budget Package
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August 20, 2015 (archived) | Budget | Finance Committee |
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FY2009 Town Budget Presentation to FinCom – 01/17/2008
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August 20, 2015 (archived) | Budget | Finance Committee |
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FY2009 Budget Forum Press Release
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August 20, 2015 (archived) | Budget | Finance Committee |
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FY2010 Budget Hearings Schedule
The Finance Committee has released their schedule for the FY10 Budget Hearings. All meetings will begin at 7:30pm and will be held in the Lower Town Hall, unless otherwise noted. |
August 20, 2015 (archived) | Finance Committee | Finance Committee |
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FY2014-FY2016 RFP for Tax Assessment Services
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August 20, 2015 (archived) | RFP (Request for Proposal) | Finance Department |
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FY2012 Budget Revenue Forecast (Draft for Discussion) – 04/25/2011
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August 20, 2015 (archived) | Finance Committee | Finance Committee |
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FY2013 Preliminary Budget Document (Web)
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August 20, 2015 (archived) | Budget | Finance Department |
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FY2013 Minuteman HS Budget FinCom Feb-6-2012
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August 20, 2015 (archived) | Budget Schools - Minuteman |
Finance Department |
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FY2014 FinCom Budget Hearing Schedule
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August 20, 2015 (archived) | Budget | Finance Department |
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Fincom Teacher Compensation Review – Final
Sudbury Public School & Lincoln Sudbury Regional School District FinCom Report on Teachers' Compensation Review |
May 12, 2015 (archived) | Reports | Finance Committee |
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FY2009 Budget: Complete as Appropriated
View the complete FY09 as Appropriated Budget. 320 pages fo FY09 budget detail, historical data and trands, Organziational facts, and financial outlook. |
May 8, 2015 (archived) | Budget | Finance Department |
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FY2008 Audit Financials
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2006 Audit Financials
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2007 Audit Financials
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2005 Audit Financials
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2004 Audit Financials
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2010 Budget: Complete as Appropriated
View the complete FY10 as Appropriated Budget. 366 pages of FY10 budget detail, historical data and trends, Organizational facts, and financial outlook. |
May 8, 2015 (archived) | Budget | Finance Department |
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FinCom – Comments on the Budget Review Task Force Final Report
The Finance have prepared responses to suggestions in the Final Report. These responses are intended to clarify and/or add to information presented by the Budget Review Task Force (BRTF). |
May 8, 2015 (archived) | Budget | Finance Committee |
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FY2009 Audit Financials
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2011 Budget: Complete as Appropriated
View the complete FY11 Consolidated As Appropriated Budget. 245 pages of FY11 budget detail, historical data and trends, Organizational facts, and financial outlook. You may navigate through the PDF file from Table of Contents using Ctrl+mouse click. |
May 8, 2015 (archived) | Budget | Finance Department |
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FY2012 Budget Hearing Introduction (FinCom)
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May 8, 2015 (archived) | Budget | Finance Department |
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FY2010 Sudbury Audit Financials
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2012 Town Budget Summary as Appropriated at Town Meeting 05/02/2011
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May 8, 2015 (archived) | Budget Town Meeting |
Finance Department |
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FY2012 Town Budget as of Town Meeting 05/02/2011
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May 8, 2015 (archived) | Budget Town Meeting |
Finance Department |
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FY2013-FY2015 Preliminary General Fund Revenue Projections
As presented to the Board of Selectmen on Tuesday, September 27, 2011. A preliminary look at revenue expectations through FY15. A revenue forecast specifically for FY13 is still pending. All results subject to change as more information becomes available. |
May 8, 2015 (archived) | Budget | Finance Department |
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FY2012 Consolidated As Appropriated Budget Book
View the complete FY12 Consolidated As Appropriated Budget. 242 pages of FY12 budget detail, historical data and trends, Organizational facts, and financial outlook. You may navigate through the PDF file from Table of Contents using Ctrl+mouse click. |
May 8, 2015 (archived) | Budget | Finance Department |
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Q1FY2012 1/2 Revolving Funds Report
FY12 Q1 MGL 53E 1/2 Revolving Funds Report. Current year balance information for revolving funds that require spending approval at Annual Town Meeting. |
May 8, 2015 (archived) | Reports | Finance Department |
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FY2013 FinCom Budget Hearings
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May 8, 2015 (archived) | Finance Committee | Finance Committee |
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Q2FY2012 1/2 Revolving Funds Report
FY12 Q2 MGL 53E 1/2 Revolving Funds Report. Current year balance information for revolving funds that require spending approval at Annual Town Meeting. |
May 8, 2015 (archived) | Reports | Finance Department |
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FY2011 Audit Financials
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2012 Town Meeting 1/2 Revolving Funds Report
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May 8, 2015 (archived) | Reports | Finance Department |
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Q3FY2012 1/2 Revolving Funds Report
FY12 Q3 MGL 53E 1/2 Revolving Funds Report. Current year balance information for revolving funds that require spending approval at Annual Town Meeting. |
May 8, 2015 (archived) | Reports | Finance Department |
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Q3FY2013 1/2 Revolving Funds Report
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May 8, 2015 (archived) | Reports | Finance Department |
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FY2013 Financial Summary Handout at Town Meeting 05/07/2012
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May 8, 2015 (archived) | Town Meeting | Finance Department |
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FY2013 Town Budget Summary as Appropriated at Town Meeting 05/07/2012
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May 8, 2015 (archived) | Town Meeting | Finance Department |
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FY2013 Town of Sudbury Budget and Financing Plan
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May 8, 2015 (archived) | Budget | Finance Department |
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Q2FY2013 1/2 Revolving Funds Report
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May 8, 2015 (archived) | Reports | Finance Department |
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FY2014 Preliminary Budget
This preliminary budget document contains the amounts requested by the major cost centers following the guidelines of the Sudbury Finance Committee as issued in their letter dated November 2, 2012. |
May 8, 2015 (archived) | Budget | Finance Department |
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Q1FY2013 1/2 Revolving Funds Report
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May 8, 2015 (archived) | Reports | Finance Department |
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FY2014 Revenue Forecast
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May 8, 2015 (archived) | Budget | Finance Department |
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FY2014 Budget Presentation to FinCom 2-7-14
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May 8, 2015 (archived) | Budget | Finance Department |
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FY2012 Audit Financials Comprehensive Annual Financial Report
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2013 Town Meeting 1/2 Revolving Funds Report May 2013
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May 8, 2015 (archived) | Town Meeting | Finance Department |
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FY2014 As Appropriated Budget Summary for Enterprise Funds
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May 8, 2015 (archived) | Budget | Finance Department |
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FY2014 As Appropriate Budget Summary for General Fund
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May 8, 2015 (archived) | Budget | Finance Department |
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FY2012 Comprehensive Annual Financial Statement Award Statements
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May 8, 2015 (archived) | Press Release | Finance Department |
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FY2014 Town of Sudbury Budget and Financing Plan
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May 8, 2015 (archived) | Budget | Finance Department |
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Q1FY2014 1/2 Revolving Funds Report
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May 8, 2015 (archived) | Reports | Finance Department |
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FY2015 Preliminary Budget
This preliminary budget document contains the amounts requested by the major cost centers following the guidelines of the Sudbury Finance Committee. |
May 8, 2015 (archived) | Budget | Finance Department |
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FY2013 Audit Financials Comprehensive Annual Financial Report
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May 8, 2015 (archived) | Reports - Financial Statements | Finance Department |
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Q3FY2014 1/2 Revolving Funds Report
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May 8, 2015 (archived) | Reports | Finance Department |
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Q2FY2014 1/2 Revolving Funds Report
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May 8, 2015 (archived) | Reports | Finance Department |
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Dept of Revenue Real Estate Sales Data – Top Reasons to Visit
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May 8, 2015 | Information | Finance Department |
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Town Meeting Free Cash Usage 2014
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May 8, 2015 (archived) | Budget | Finance Department |
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FY2015 As Appropriated Budget Summary for General Fund
FY15 As Appropriated Budget Summary for General Fund. ATM 2014 Results for Operating Budget 5-6-2014. |
May 8, 2015 (archived) | Budget | Finance Department |
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FY2015 As Appropriated Budget Summary for Enterprise Funds
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May 8, 2015 (archived) | Budget | Finance Department |
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FY2014 Comprehensive Annual Financial Report Award Statements
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May 8, 2015 (archived) | Press Release | Finance Department |
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FinCom Teachers’ Compensation Review Update
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May 7, 2015 (archived) | Reports | Finance Committee |
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FinCom Rules & Operating Procedures as of 11/2010
FinCom Policies & Procedures as of Nov. 2010 |
May 6, 2015 | Policy | Finance Committee |
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FY2014 Comprehensive Annual Financial Report Award Statements
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May 4, 2015 (archived) | Press Release | Finance Department |
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Strategic Financial Planning for OPEB Liabilities – Final Report
Sudbury Board of Selectmen voted to establish this ad-hoc committee to develop strategies and options for dealing with the unfunded Other Post-Employment Benefits (OPEB) liabilities facing the Town of Sudbury, including the Sudbury Public Schools and L-S Regional High School. |
March 18, 2015 (archived) | Reports - Financial Statements | Finance Department |
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FY2016 Preliminary Budget Document
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February 23, 2015 (archived) | Budget | Finance Department |
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FY2015 FinCom Budget Hearing Schedule
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February 19, 2015 (archived) | Budget | Finance Committee |
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Free Cash Primer
A primer and Division of Local Services discussion about Free Cash |
February 19, 2015 | Information | Finance Department |
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FY2011 Revenue Forecast Update 7-12-2010
FY11 Revenue Forecast -update 7/12/2010 |
February 12, 2015 (archived) | Finance Committee | Finance Committee |
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FY2014 Audit Financials Comprehensive Annual Financial Report
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February 5, 2015 (archived) | Reports - Financial Statements | Finance Department |
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Vacancy Announcements – 12-18-2014
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December 18, 2014 (archived) | Finance Committee | |
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Tutorial-Funding Capital Expenditures
A presentation made by the Finance Director about the various ways a community may pay for capital expenditures. |
September 16, 2014 | Information | Finance Department |
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Fund Balances – Tutorial
A tutorial presented to the FinCom on 9/15/2014 that deals with Fund Balances |
September 16, 2014 | Information | Finance Department |
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FY2015 Budget and Financing Plan
FY15 Budget and Financing Plan, As Appropriated at ATM 2014. Consolidated results for all funds and all cost centers. |
September 5, 2014 (archived) | Budget | Finance Department |
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Sudbury Trust – 2014
This is a comprehensive program of giving for the Town of Sudbury. This program introduces the many ways a potential donor may give a gift or donation to the Town |
July 10, 2014 (archived) | Finance Department | |
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FY2015 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget |
July 1, 2014 (archived) | Reports - Historic | Finance Committee |
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Levy Limits: A Primer of Proposition 2 1/2
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May 7, 2014 | Information | Finance Department |
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FY2014 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget |
July 1, 2013 (archived) | Reports - Historic | Finance Committee |
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FinCom Chairman Budget Presentation at 2013 Town Meeting
Finance Committee Chairman, Jim Rao, presentation at the 2013 Annual Town Meeting on Article 4 - FY14 Budget (May 6, 2013). |
May 7, 2013 (archived) | Town Meeting | Finance Committee |
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RFP for Property Tax Assessment Service
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August 7, 2012 (archived) | RFP (Request for Proposal) | Finance Department |
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FY2013 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 2012 (archived) | Reports - Historic | Finance Committee |
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FinCom Chairman Budget presentation at 2012 Town Meeting
Finance Committee Chairman, Jim Rao's presentation at the 2012 Annual Town Meeting on Article 4 - FY13 Budget. (May 7, 2012) |
May 8, 2012 (archived) | Town Meeting | Finance Committee |
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FY2012 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 2011 (archived) | Reports - Historic | Finance Committee |
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FinCom Chairman budget presentation at 2011 Town Meeting
Finance Committee Chairman, Jim Rao's presentation at the 2011 Annual Town Meeting on Article 4 - FY12 Budget. |
May 19, 2011 (archived) | Town Meeting | Finance Committee |
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FY2011 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 2010 (archived) | Reports - Historic | Finance Committee |
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2010 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 2010 (archived) | Reports - Historic | Finance Committee |
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FinCom Chairman Budget Presentation at 2010 Town Meeting
Finance Committee Chairman, Chuck Woodard presentation at the 2010 Annual Town Meeting on Article 4 - FY11 Budget. (April 5, 2010) |
April 12, 2010 (archived) | Town Meeting | Finance Committee |
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FinCom Chairman Budget Presentation at 2009 Town Meeting
Finance Committee Chairman, Chuck Woodard presentation at the 2009 Annual Town Meeting on Article 4 - FY10 Budget Non-override. (June 15, 2009) |
January 14, 2010 (archived) | Town Meeting | Finance Committee |
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Non-Override Letter
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March 10, 2009 (archived) | Budget | Finance Committee |
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Sudbury Budget Facts
|
January 29, 2009 (archived) | Budget | Finance Committee |
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Finance Committee Liaisons through Town Meeting 2007
The Finance Committee has released their list of liaisons that will be in place through the 2007 Annual Town Meeting. |
May 9, 2006 (archived) | Liaison Listing | Finance Committee |
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Financial Summit Presentation 2002Oct10
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October 10, 2002 (archived) | Presentation | Finance Committee |
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1965 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 1964 (archived) | Reports - Historic | Finance Committee |
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1963 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 1962 (archived) | Reports - Historic | Finance Committee |
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1962 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 1961 (archived) | Reports - Historic | Finance Committee |
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1960 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 1960 (archived) | Reports - Historic | Finance Committee |
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1961 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 1960 (archived) | Reports - Historic | Finance Committee |
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1959 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 1958 (archived) | Reports - Historic | Finance Committee |
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1958 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 1957 (archived) | Reports - Historic | Finance Committee |
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1957 Finance Committee Report
Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. |
July 1, 1956 (archived) | Reports - Historic | Finance Committee |
Showing 150 of 150 documents from Finance Department
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