Library of Virginia
Descriptive Summary
The Library of Virginia
State Treasurer's Correspondence of the Virginia Dept. of the Treasury,
1962-2002
38086, 54159, 54287
62 cubic feet (62 Boxes)
English
Virginia Dept. of the Treasury
Administrative Information
Access Restrictions
There are no access restrictions.
Use Restrictions
There are no restrictions.
Preferred Citation
State Treasurer's Correspondence of the Virginia Dept. of the Treasury, [cite specific date and accession used], State government records collection, The Library of Virginia, Richmond, Va. 23219.
Acquisition Information
Accession 38086 transferred from the Virginia Dept. of the Treasury on May 8, 2001.
Accession 54159 transferred from the Virginia Dept. of the Treasury on April 16, 2024.
Accession 54287 transferred from the Virginia Dept. of the Treasury on August 27, 2024.
Processing Information
This collection has been processed using minimal processing standards. The original arrangement has been maintained, the container list is brief and simple, and the records have not been refoldered and fasteners have not been removed.
Historical Information
OFrom 1691 to 1776, the Treasurer's Office was a powerful, independent agency. Following the adoption of the state constitution in May 1776, the treasurer has served as a fiscal agent subsidiary to the auditor of public accounts, then to the second auditor, as well, and finally, since March 1, 1928, to their successor, the comptroller. The treasurer kept separate books and sat on the board of directors for three significant funds: the Literary Fund (1811), the Internal Improvement Fund (1816), and the Sinking Fund (1835).
The office of treasurer was created to collect all the revenues raised from duties on skins, furs, and foreign liquors to support the College of William and Mary. From 1691 until 1723, the speaker of the House of Burgesses was appointed treasurer. The offices of speaker and treasurer were separated in 1766. In October 1776 the General Assembly established the auditor as the primary fiscal agent and in October 1778 specified the treasurer's subservient status to the auditor.
The treasurer received and disbursed state money on warrants from the first or second auditor after the latter office was created in 1823 and kept accounts in books which he compared yearly with those of the two auditors. His basic duties remained unchanged from 1792 until March 1, 1928, when the Byrd plan for reorganizing state government went into effect.
On April 18, 1927 the Reorganization Act of 1927 created the Dept. of Finance, which included the Division of the Treasury, was created. The Office of Comptroller was created to perform the functions formerly exercised by the first and second auditors. The treasurer's basic duties still remained unchanged, but he now answered to the comptroller. A significant change required the comptroller to audit each claim to determine its validity before he authorized the treasurer to make payment. In addition, these two officers were designated Commissioners of the Sinking Fund and, along with the governor, members of the Finance Board. A 1928 amendment to the Reorganization Act of 1927 required the treasurer to make daily reports of all receipts to the comptroller, and to take custody of all bonds and certificates of the state debt.
The Treasurer is now a gubernatorial appointment. A 1948 Act of the General Assembly changed the Division of Treasury to the Department of Treasury. The 1950 revision of the Code of Virginia stipulated that a treasury board was to replace both the Finance Board and the Commissioners of the Sinking Fund. The treasurer, comptroller, and state tax commissioner were designated as members of this board. They were responsible for supervising all investments of state funds, for designating state depositories, for managing the Sinking Fund, and for any other matters which might be conferred upon them by law.
In 1972 the General Assembly passed an act to establish a governor's cabinet composed of administrative secretaries, and the Dept. of Treasury was placed under the Secretary of Finance control. From 1973 until 1984 the Dept. of Treasury was placed under the Secretary of Administration and Finance. In 1984 it was placed under the Secretary of Finance.
Scope and Content
State Treasurer's correspondence, 1962-1999, includes correspondence and subject files related to the Virginia Dept. of the Treasury. Contains correspondence, budget files, conference and association materials, legislation, memoranda, procedures, program files, reports, and general files of the Treasurer of Virginia. Also contains meeting materials and minutes of the Treasury Board, Virginia Higher Education Tuition Trust Fund, Virginia Housing Development Authority, Virginia Outdoors Foundation, Virginia Public School Authority, Virginia College Building Authority, and the Virginia Port Authority.
Accession 38086: Contains correspondence, memoranda, and general files of the Treasurer of Virginia. Also contains meeting minutes of the Treasury Board, the Virginia Public School Authority, Virginia College Building Authority, and the Virginia Port Authority.
Accession 54159 (2005-2022): Includes records for State Treasurers, Jody Wagner, 2002-2006; Braxton Powell, 2006-2008; and Manju Ganeriwala, 2009-2022. Topics include, but not limited to: audits, Commission on Retirement Security and Pension Reform, decision requests, higher education restructuring, internal and external meetings, JLARC studies, legislation, Literary Fund, National Association of State Treasurers (NAST), strategic planning, and Virginia Port Authority.
Accession 54287 includes the correspondence and subject files of State Treasurer Jody Wagner, 2002-2005. Some documents may pre-date 2002, but they were collected during tenure of Wagner.
Arrangement
This collection is arranged in original order.
Contents List
State Treasurer's correspondence (Accession 38056), 1962-1999.
Administrative Process Act,
1994 July.
1
Executive meeting procedures,
undated.
1
Exective memorandums,
1997.
1
Executive Orders - Governor Allen,
1994-1997.
1
Governor's appointments,
1996.
1
Governor's Budget Symposium,
1993.
1
Governor's Office,
1993-1994.
1
Governor's Forum on Customer Service,
1994.
1
Governor's Office - General correspondence,
1998-1999.
1
Governor's Office - Gov. Gilmore,
1998.
1
Administration - Chief of Staff,
1998.
1
Car Tax,
1998-1999.
1
Administration "No Car Tax",
1998.
1
Governor's Office,
1997.
1
Governor's Office,
1996.
1
Governor's Office,
1995.
1
Governor's Office,
1994.
1
Governor's Office,
1993.
1
Governor's speech file,
1994-1999.
1
Transition to Governor Gilmore,
1997-1998.
1
Letters to Anthony Sgro - Governor's Office,
1996.
1
Governor Gilmore - Press releases and media,
1998.
1
Govenor's Office - Press releases and media,
1994-1997.
1
Govenor's Office - Governor's Commission on Electronic Communications,
1999.
1
Governor's Blue Ribbon Strike Force,
1994.
1
Blue Ribbon Strike Force recommendations,
1994.
1
Ceating a High Performance Work Force,
1994.
1
Higher Education Decentralization Symposium,
1997.
1
Higher Education Decentralization Report,
1992-1998.
1
Gov. Allen - State of the Commonwealth Debt report,
1997.
1
Tax Reform Task Force,
1998.
1
U.S. Small Business Administration,
1994-1995.
1
U.S. Treasury,
1993.
1
Administration - Other federal agencies,
1998.
2
Administration - State Quarter,
1998-1999.
2
Legislation,
1998.
2
Legislation,
1997.
2
Legislative Veto Sessions,
1997.
2
Joint Subcommittee Studying the Commonwealths Bond Debt,
1996.
2
General Assembly Session,
1997.
2
Legislation,
1996.
2
Legislation,
1995.
2
Legislation,
1994.
2
Budget,
1994.
2
Legislative Session,
1993.
2
GFOA Award for Excellenc (UCP System),
1999.
2
Senate Quality and Productivity Award,
1998-1999.
2
Kennedy School (Harvard) Innovations in American Government,
1998-1999.
2
Council of State Governments,
1990-1999.
2
Government Finance Officers Association (GFOA),
1995-1999.
2
MIRAC,
1996.
2
Government Finance Officers Association (GFOA),
1995-1999.
2
National Association of State Auditors, Comptrollers and Treasurers (NASACT),
1992-1999.
2
National Association of State Treasurers (NAST),
1994-1996.
2
National Association of State Treasurers (NAST),
1997.
2
National Association of State Treasurers (NAST),
1998.
2
National Association of State Treasurers (NAST),
1993.
3
National Association of State Treasurers (NAST),
1994.
3
Committee Assignments,
1994-1998.
3
College Savings Plan Network,
1995-1999.
3
Debt Management Network,
1995-1999.
3
Treasurer's Association of Virginia,
1994-1996.
3
Virginia Executive Institute Alumni Association (VEIAA),
1989-1999.
3
Virginia Executive Instititute Fall Conference,
1993.
3
Virginia Government Finance Officers Association (VGFOA),
1989-1995.
3
Task Force on Local Government Investment Pools,
1995.
3
National Association of State Treasurers (NAST) - Task Force on Local Government Investment Pools,
1995.
3
State Treasurers Regional Association for Technical Assistance,
1990-1991.
3
Expenditure reports,
1996-1999.
3
Monthly Cash and Investment Report,
1991-1999.
3
Monthly Revenue Report,
1994-1999.
3
Monthly Statistical Report,
1994-1999.
3
Quarterly Management Report,
1996-1998.
4
Revenue Reports,
1994-1999.
4
Weekly report to the Secretary of Finance,
1998-1999.
4
Treasurer's correspondence,
1994-1999.
4
General correspondence,
1995-1998.
4
General correspondence,
1995-1996.
4
Correspondence file,
1995.
4
Correspondence file,
1996.
4
Brotherhood of Teamsters - Merrill Lynch,
1994.
4
General Management - Senate Productivity and Quality Award,
1998-1999.
4
Treasurer's Memoranda - Agency-wide,
1995-1998.
4
Treasurer's Memoranda - Official,
1998.
4
Treasurer's Memoranda - Directors,
1994-1996.
4
James Monroe Building Committee,
1989-1992.
4
Office of the Attorney General - Notice of Service Transmittals,
1989-1994.
4
General correspondence,
1996-1999.
4
Agency regulations,
1993-1998.
4
Budget,
1996-1998.
4
Budget benchmark,
1996-1998.
4
Goal setting and performance,
1996-1998.
4
Budget/Planning Retreat,
1995.
4
Budget/Planning Retreat,
1994-1995.
5
Dept. of Planning and Budget instructions,
1997.
5
Meetings with the Secretary of Finance and Dept. of Planning and Budget,
1997.
5
Budget submissions,
1997.
5
Other Dept. of Planning and Budget submissions,
1997.
5
Financial Policy - Dept. of General Services Procurement Review,
1996.
5
Summary of accomplishments,
1996.
5
Goals and objectives,
1996.
5
Goals and objectives,
1996-1998.
5
Goals and objectives FY1995 - Summary of accomplishments,
1994.
5
Accomplishments,
1994.
5
Financial statements,
1995-1998.
5
Management Reports - Dept. of the Treasury,
1998.
5
Freedom of Information Act,
undated.
5
Policy and procedures,
1995.
5
Financial policy - Performance measures,
1996-1998.
5
Procurement workplan,
1993-1998.
5
Purchasing,
1994-1999.
5
Records management,
1992-1995.
5
Records retention,
1992-1996.
5
Financial Policy - Reprographic Study,
1996.
5
Treasury Newsletters,
1994-1995.
5
Internal audit - General,
1994-1999.
5
FY 99 Audit Reports,
1998-1999.
5
FY 98 Audit Reports,
1997-1998.
5
FY 97 Audit Reports,
1996-1997.
5
FY 98 Monthly Status Reports,
1997-1998.
5
FY 97 Monthly Status Reports,
1996-1997.
5
FY 96 Monthly Status Reports,
1995-1996.
5
FY 99 Quarterly Status Reports,
1998-1999.
5
FY 98 Quarterly Status Reports,
1997-1998.
5
FY 96 Quarterly Status Reports,
1995-1996.
5
Quality Assurance Review,
1997-1999.
5
Affirmative Action Plan,
1991-1993.
5
General correspondence,
1991-1998.
6
General correspondence,
195-1996.
6
General correspondence,
1992-1993.
6
Equal Employment Opportunity,
1991-1997.
6
Agency Leadership Workshop,
1996-1997.
6
Staff Development Retreat,
1995 June 3.
6
Staff Development Retreat,
1996 June 3.
6
Agency Leadership Workshop,
1995 June 2.
6
Treasury Management Retreat,
1997.
6
Customer Service Plan,
1994.
6
Treasury Management Retreat,
1994 Nov 3-4.
6
Goals and Objectives FY 1995 - Summary of accomplishments,
1994.
6
Treasury Staff Retreat,
1996-1997.
6
Personnel - Telecommuting,
1996.
6
Personnel - Treasurer's Award,
1996.
6
General correspondence,
1996.
6
General correspondence,
1996-1999.
6
General correspondence,
1995-1999.
6
College Savings Bonds Program,
1990.
6
College Savings Bonds Program,
1989-1993.
6
Management companies,
1994.
6
Asset managers,
1994-199.
6
Virginia Railway Express,
1999 Feb 17.
6
Investment Program,
1994-1997.
6
Investment Compliance Reports,
1995.
6
Interest Forecast,
1996-1998.
6
External Fixed Managers,
1996-1999.
6
Crestar/Rt. 28 investments,
1994.
6
Electronic benefit transfer,
1997.
6
College Savings Plan,
1992-1993.
6
College Savings Plan,
1989-1993.
6
Public Finance,
1997.
7
State Treasurer of Virginia,
1996.
7
Legg Mason,
1996.
7
Standard and Poor's Managed Fund Ratings,
1998.
7
Mercer Investment Reports,
1997-1998.
7
Investment performance evaluation,
1999.
7
Total Return Pool Compliance Report,
1998.
7
Investment performance evaluation,
1998.
7
Total Return Pool Compliance Report,
1998.
7
Total Return Pool Compliance Report,
1998 July-Sept.
7
Total Return Pool Compliance Report,
1998 Apr-June.
7
Total Return Pool Compliance Report,
1998 July.
7
Total Return Pool Compliance Report,
1998 Jan-Mar.
7
Investment performance evaluation,
1998 Mar.
7
Western Asset,
1998 Apr.
7
Fidelity Management Trust Company investment management,
1998.
7
Wellington Management Company - Portfolio Review,
1998 Apr.
7
Sovran Capital Management presentation,
1998.
7
Merganser Capital Management Corporation,
1998.
7
Local Government Investment Pool Guidelines,
1995-1997.
7
Local Government Investment Pool,
1995-1999.
7
Virginia Local Government Investment Pool, Inc.,
1987-1992.
7
Cash management - Virginia Education Loan Authority, transfer to Treasury Bond,
19.
7
Merchant Credit Card Program,
1990.
7
First Chicago,
1993.
7
U.S. Treasury,
1993.
7
s.240 Private Securities,
1995.
7
Save for America campaign,
1995.
7
Savings Bond Program,
1987-1996.
7
South African Divestiture,
1991-1993.
7
Bear Stearns - Information prepared for the Dept. of the Treasury,
1998.
7
Norwest Corporate Trust Services,
1997.
7
Sovran Capital Management presentation,
1998.
7
Scott and Stringfellow, Inc. - Public finance,
1997.
7
Unisys,
1998.
7
Artemis Capital Group,
1998.
7
JHM Capital Management,
1998.
7
Golman, Sachs and Company,
1995.
7
Virginia Retirement System,
1996.
7
Wellington Management,
1996.
7
Western Asset Management,
1996-1999.
7
General correspondence,
1996-1999.
7
Debt management,
1995.
8
Debt management - Media,
1999.
8
Debt management - Advisory Committee,
1996.
8
Debt management - Airport financing,
1998.
8
Bond issues / disclosures,
1994-1998.
8
Debt management - NRO,
1998.
8
9(b) Bonds / General obligation,
1993-1997.
8
General obligation bonds,
1994-1998.
8
9(c) Bonds / Higher education - VSU,
1995-1998.
8
9(d) Bonds,
1996.
8
Proposals,
1996.
8
Higher education,
1998.
8
Debt management - Transportation,
1996-1998.
8
Debt management - VCBA,
1996-1999.
8
Debt management - VPBA,
1998.
8
Debt management - VPSA,
1996-1998.
8
Transportation Trust Fund,
1996-1998.
8
Bond Buyer,
1995-1999.
8
Bond Buyer,
1996-1998.
8
Bond Buyer's Watch,
1996-1998.
8
Big Stone Gap Prison Project,
1995.
8
Commonwealth Debt,
1995-1997.
8
Debt management - Federal laws and regulations,
1997.
8
Innovation Technologyy Authority Refunding (CIT),
1996.
8
Industrial Development Bonds,
1996-1999.
8
Institute of Human Virology,
1995.
8
Debt management - Internet,
1998.
8
Juvenile Correctional Centers,
1997.
8
MCV - UVA restructuring,
1995-1998.
8
Master Equipment Leasin Program,
1990-1998.
8
Municipal Security Rulemaking Board (MSRB),
1990-1997.
8
Northern Virginia Transportation Revenue Bonds,
1990-1993.
8
Public Resources Advisory Group,
1993-1999.
8
Public Securities Association,
1989-1995.
9
Fitch,
1990-1998.
9
Moody's Investment Services,
1989-1998.
9
Standard and Poor's,
1994-1998.
9
Standard and Poor's,
1995.
9
Rating Agency presentation,
1999.
9
Rating Agency presentation,
1998.
9
VCBA - Lehman Brothers,
1997.
9
Rating Agency presentation,
1997.
9
Rating Agencies,
1993.
9
Rating Agencie,
1996.
9
Rating Agencies,
1992.
9
Financial World,
1995.
9
Treasury Board Regional Jail Financing Program,
1994-1998.
9
Short term borrowing,
1990.
9
State aid intercept,
1989-1991.
9
Tax-Exempt Commercial Paper,
1995-1998.
9
Tidewater Community College Project,
1993.
9
Transportation Trust Fund,
1994-1997.
9
UVA Neurological Institute Project,
1995.
9
Introduction to BT Alex Brown, Inc.,
1998.
9
Introduction to J.P. Morgan and Market Opportunities,
1997.
9
Froley, Revy Investment Company, Inc.,
1997.
9
Citibank,
1997.
10
Hopkins and Sutter,
1997.
10
Fairmount Capital Advisors, Inc.,
1997.
10
SBC Warburg,
1997.
10
Morgan Stanley,
1997.
10
Paine Webber,
1995-1998.
10
VCU Biotech Center,
1994-1998.
10
Virginia Baseball Stadium Authority,
1996-1998.
10
Virginia Horse Center,
1992.
10
General correspondence,
1996-1999.
10
Evaluation of Treasury's bank reconciliation function,
1997.
10
Bank reconciliation,
1996-1997.
10
Operations - Disaster recovery,
undated.
10
Central Mail Service,
1993-1998.
10
Literary Fund,
1989-1998.
10
Operations - Risk Assessment,
1994-1996.
10
Public Financial Management (PFM),
1992-1994.
10
Securities for Public Deposits,
1996-1999.
10
State Non-Arbitrage Program (SNAP),
1999.
10
State Non-Arbitrage Program (SNAP),
1998.
10
State Non-Arbitrage Program (SNAP),
1997.
10
State Non-Arbitrage Program (SNAP),
1996.
10
Zip plus 4 Program,
1987-1988.
10
Unclaimed Property - General correspondence,
1999.
11
Unclaimed Property - General correspondence,
1998.
11
Unclaimed Property - General correspondence,
1997.
11
Unclaimed Property - General correspondence,
1996.
11
Unclaimed Property audits,
1997-1999.
11
Audit,
1995-1999.
11
Unclaimed Property audits,
1997.
11
Unclaimed Property - Claims,
1995-1997.
11
Davenport and Company,
1994-1997.
11
Delaware v. New York,
1995.
11
Escheats law,
1995-1997.
11
Unclaimed Property - NAPPCO,
1996-1999.
11
Joint Subcommittee on Insurance and Banking,
1997 Dec.
11
Unclaimed Property - NAUPA,
1996-1998.
11
NAUPA - Annapolis, MD,
1998 Apr.
11
Unclaimed Property - NAUPA, UCP National Database,
1995-1997.
11
Unclaimed Property - Security and Exchange Commission regulations,
1997.
11
Unclaimed Property - State Street,
1998.
12
Statesman's Park Landfill,
1993-1994.
12
Statesman's Park Landfill,
1991-1993.
12
Statesman's Park Landfill,
1990.
12
Unclaimed Property - Swiss Dormant Accounts (Holocaust Survivors),
1997-1998.
12
Unclaimed Property - Systems,
1998-1999.
12
Unclaimed Property - Sale of UCP System,
1997-1998.
12
Tanglible Property internal controls,
1996.
12
Trigon - Blue Cross,
1995-1997.
12
Uniform law,
1995-1997.
12
Virginia Port Authority,
1999 Dec.
12
Virginia Port Authority,
1999 Sep-Nov.
12
Virginia Port Authority,
1996-1999.
12
Virginia Port Authority,
1996-1999.
12
Virginia Port Authority - Correspondence,
1994-1999.
12
Virginia Port Authority - Correspondence,
1993.
12
Virginia Port Authority - Board of Commissioners,
1999.
12
Virginia Port Authority - Gateway to America,
1999 Feb.
12
Virginia Port Authority,
1999 Jan.
12
Virginia Port Authority - Gateway to America,
1999 Jan.
12
Virginia Port Authority,
1998.
12
Virginia Port Authority - Gateway to America,
1998 Nov.
12
Virginia Port Authority - Board meeting,
1998 Nov.
12
Virginia Port Authority - General correspondence,
1998.
12
Virginia Port Authority - General correspondence,
1997-1998.
12
Virginia Port Authority,
1998 Sept.
13
Virginia Port Authority,
1998 June.
13
Virginia Port Authority - Executive Committee meeting,
1998 May.
13
Virginia Port Authority,
1998 Jan.
13
Virginia Port Authority - Correspondence,
1997.
13
Virginia Port Authority - Port Facilities Revenue Bonds,
1997.
13
Virginia Port Authority,
1997 May.
13
Virginia Port Authority - Capital Outlay Manual,
1997 May.
13
Virginia Port Authority,
1997 Apr.
13
Virginia Port Authority,
1997 Mar.
13
Finance / Planning Committee,
1997 Nov.
13
Historic Preservation Foundation,
1995.
13
VSBFA Loan Committee,
1999.
13
Virginia Higher Education Tuition Trust Fund,
1998-1999.
13
Virginia Higher Education Trust Fund,
1999.
13
Virginia Higher Education Trust Fund,
1998.
13
Virginia Higher Education Trust Fund Board meeting,
1998 July.
14
Virginia Higher Education Trust Fund Board meeting,
1998 May.
14
Virginia Higher Education Trust Fund Board meeting,
1998 Nov.
14
Virginia Higher Education Trust Fund Board meeting,
1998 Mar.
14
Virginia Higher Education Trust Fund Board meeting,
1998 Jan.
14
Virginia Higher Education Trust Fund,
1996.
14
Virginia Higher Education Trust Fund,
1994-1995.
14
Virginia Higher Education Trust Fund,
1994.
14
Virginia State Parks Foundation,
1998.
14
Virginia State Parks Foundation,
1996 May.
14
Virginia State Parks Foundation,
1995 Apr.
14
Virginia Outdoors Foundation - Correspondence,
1998-1999.
14
Virginia Outdoors Foundation - Board of Trustees meeting,
1999 Dec.
14
Virginia Outdoors Foundation - Board of Trustees meeting,
1999 Oct.
14
Virginia Outdoors Foundation - Board of Trustees meeting,
1999 June.
14
Virginia Outdoors Foundation - Board of Trustees meeting,
1999 Apr.
14
Virginia Outdoors Foundation - Board of Trustees meeting,
1998 Dec.
14
Virginia Outdoors Foundation - Board of Trustees meeting,
1998 Oct.
14
Virginia Outdoors Foundation - Board of Trustees meeting,
1998 Dec.
15
Virginia Outdoors Foundation - Board of Trustees meeting,
1998 Apr.
15
Susan F. Dewey - Travel,
1999.
15
Southern State Treasurers Conference,
1999.
15
NAST - Southern State Treasurers Conference,
1999.
15
NAST - Legislative Conference,
1999.
15
Northern Virginia Electric Coop - Security Exchange Commission,
1999.
15
Susan F. Dewey - Travel,
1998.
15
Susan F. Dewey - SNAP User's Conference,
1996.
15
VCBA Pricing at Lehman Brothers,
1996.
15
Virginia Executive Insitute Alumni Association,
1996.
15
NAUPA,
1996.
15
Grants Municipal Bond Fall Conference,
1996.
15
Treasury Staff Retreat,
1996.
15
National Institute for Public Conference,
1995.
15
Mid-West Treasurers' Conference,
1996.
15
Strategic Planning meeting,
1996.
15
Joint Subcommittee Bonded Debt,
1996.
15
NAST Annual Meeting,
1995.
15
Susan F. Dewey - Travel,
1996.
15
Council of State Government,
1998.
15
NAST Executive Committee meeting,
1998.
15
Association of Government Accountants,
1998.
15
NASACT - Annual Conference,
1998.
15
NAST - Issues Conference,
1998.
15
NAST - Unclaimed Property,
1998.
15
RFP Selection Panel - Tax Dept.,
1998.
15
NASACT - Atlanta,
1998.
15
Institutional Capital Investing,
1998.
15
State Debt Management Network,
1998.
15
National Association of Treasurers,
1998.
15
Southern Treasurers Conference,
1998.
15
Virginia Executive Institute Alumni Association Committee,
1998.
15
SNAP User Conference - Susan Dewey,
1998.
15
Senior Management Retreat,
1998.
15
NAUPA Mid-Year,
1998.
15
Treasury Management,
1998.
15
VPSA Bond Sale,
1998.
15
Hampton Roads Treasury Management,
1998.
15
Virginia Sales and Use Tax,
1998.
15
NAST Legislative Conference,
1998.
15
Bond Buyer - Southeast Public Finance,
1998.
15
Arthur N. Bowen, III - Travel,
1998.
15
SNAP Users Conference - Bowen,
1998.
15
Southern Treasurers Conference,
1998.
15
J. Braxton Powell - NAST Annual meeting,
1998.
15
Arthur N. Bowen, III - Institutional Capital Investing,
1998.
15
Virginia Executive Institute Alumni Association Fall Conference,
1998.
15
Arthur N. Bowen, III - GFOA,
1998.
15
Arthur N. Bowen, III - NAUPA,
1998 Aug-Sept.
15
The Bond Club,
1998 June.
15
Virginia Bond Club,
1998.
15
Virginia Housing Development Authority Board meeting,
1998 Dec.
16
Virginia Housing Development Authority Board meeting,
1998 Nov.
16
Virginia Housing Development Authority Board meeting,
1998 Oct.
16
Virginia Housing Development Authority Board meeting,
1998 Sept.
16
Virginia Housing Development Authority Board meeting,
1998 Aug.
16
Virginia Housing Development Authority Board meeting,
1998 July.
16
Virginia Housing Development Authority Board meeting,
1998 June.
16
Virginia Housing Development Authority salary survey,
1997.
16
Virginia Housing Development Authority Board Financing Overview,
1999.
16
Virginia Housing Development Authority Board meeting,
1999 Jan.
16
Virginia Housing Development Authority Board meeting,
1999 Feb.
16
Virginia Housing Development Authority Board meeting,
1999 Mar.
16
Virginia Housing Development Authority Board meeting,
1999 Apr.
17
Virginia Housing Development Authority Board meeting,
1999 May.
17
Virginia Housing Development Authority Board meeting,
1999 June.
17
Virginia Housing Development Authority Board meeting,
1999 July.
17
Virginia Housing Development Authority Board meeting,
1999 Aug.
17
Virginia Housing Development Authority Board meeting,
1999 Sept.
17
Virginia Housing Development Authority reports,
1999.
17
Virginia Housing Development Authority budget,
1999.
17
Virginia Housing Development Authority Board meeting,
1999 Oct.
17
Virginia Housing Development Authority Board meeting,
1999 Nov.
17
Virginia Housing Development Authority - Changes to 2000 Law Income Tax Credit Plan,
1999.
17
Virginia Housing Development Authority Board meeting,
1999 Dec.
17
Virginia Housing Development Authority - General,
1999.
17
Virginia Housing Development Authority - Correspondence,
1997-1998.
18
Virginia Housing Development Authority - General,
1995-1996.
18
Virginia Housing Development Authority - Single Family,
1994-1995.
18
Virginia Housing Development Authority - Legislative Committee,
1995.
18
Virginia Housing Development Authority - Overview,
1990-1992.
18
Virginia Housing Development Authority - Comments received January 19-22 on Amendement to Single Family Rules and Regulations,
1996.
18
Virginia Housing Development Authority - Expense forms,
1993-1996.
18
NCSHA Legislative Conference,
1996.
18
Virginia Housing Development Authority - Audit Committee,
1996.
18
Virginia Housing Development Authority - Housing Partnership Fund,
1995.
18
Virginia Housing Development Authority - Multi-Family,
1997.
18
Virginia Housing Development Authority - Single Family,
1997.
18
Virginia Housing Development Authority Board Retreat,
1996.
18
Virginia Public School Authority,
1997 Sept-1998 July.
18
Virginia Public School Authority,
1995 Sept-1997 Aug.
18
Virginia Public School Authority - Correspondence,
1996-1998.
18
Virginia Public School Authority,
1999.
18
Virgnia Public School Authority - Resolution ratings,
1997.
18
Virgnia Public School Authority - Board package,
1996 Sept.
18
Virgnia Public School Authority - Board package,
1997 Feb.
19
Virgnia Public School Authority - Board package,
1997 June.
19
Virgnia Public School Authority - Board package,
1997 Aug.
19
Virgnia Public School Authority - Board package,
1997 Sept.
19
Virgnia Public School Authority - Board package,
1997 Oct.
19
Virgnia Public School Authority - Board package,
1998 Mar.
19
Virgnia Public School Authority - Board package,
1998 July.
19
Virgnia Public School Authority - Board package,
1998 Oct.
19
Virgnia Public School Authority - Board package,
1999 Mar.
19
Virgnia Public School Authority - Board minutes,
1962 Oct-1971 Aug.
20
Virgnia Public School Authority - Board minutes,
1972 July-1977 Mar.
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Virgnia Public School Authority - Board minutes,
1977 Oct-1986 Oct.
20
Virgnia Public School Authority - Board minutes,
1987 Feb-1991 Mar.
20
Virgnia Public School Authority - Board minutes,
1991 May-1992 Dec.
20
Virgnia Public School Authority - Board minutes,
1993 Feb-Apr.
20
Virgnia Public School Authority - Board minutes,
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20
Virgnia Public School Authority - Board minutes,
1993 May-1994 Apr.
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Virgnia Public School Authority - Board minutes,
1994 June-1995 July.
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21
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1977 Mar-1985 Feb.
21
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21
Virgnia College Building Authority - Board minutes,
1990 Jan-1991 June.
21
Virgnia College Building Authority - Board minutes,
1991 Aug-1992 May.
21
Virgnia College Building Authority - Board minutes,
1992 June-1993 Apr.
21
Virgnia College Building Authority - Board minutes,
1993 May-Oct.
21
Virgnia College Building Authority - Correspondence,
1993-1996.
21
Virgnia College Building Authority - Pooled Bond Program,
1996.
21
Virginia Resources Authority - Correspondence,
1998-1999.
22
Virginia Resources Authority - Correspondence,
1996-1998.
22
Virginia Resources Authority - Board meeting,
1999 June.
22
Virginia Resources Authority - Board meeting,
1999 May.
22
Virginia Resources Authority - Board meeting,
1999 Apr.
22
Virginia Resources Authority - Board meeting,
1999 Mar.
22
Virginia Resources Authority - Board meeting,
1999 Jan.
22
Virginia Resources Authority - Board meeting,
1998 Dec.
22
Virginia Resources Authority - Board meeting,
1998 Oct.
22
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1998.
22
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1998 Aug.
22
Virginia Resources Authority - Board meeting,
1998 July.
22
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1974 Jan-1978 May.
22
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1979 Jan-1981 June.
22
Treasury Board - Minutes,
1981 Aug-1982 Sept.
22
Treasury Board - Minutes,
1982 Oct-1983 Oct.
22
Treasury Board - Minutes,
1983 Nov-1984 Dec.
23
Treasury Board - Minutes,
1985 Jan-1986 June.
23
Treasury Board - Minutes,
1986 July-1987 Nov.
23
Treasury Board - Minutes,
1987 Feb.
23
Treasury Board - Minutes,
1987 Dec-1988 July.
23
Treasury Board - Minutes,
1988 Aug-1989 Apr.
23
Treasury Board - Minutes,
1989 May-1990 Aug.
23
Treasury Board - Minutes,
1990 Sept-1991 Dec.
23
Treasury Board - Minutes,
1992 Jan-Oct.
23
Treasury Board - Minutes,
1992 Nov-1993 Mar.
23
Treasury Board - Minutes,
1993 Apr-May.
24
Treasury Board - Minutes,
1993 June-July.
24
Treasury Board - Minutes,
1993 Aug-Sept.
24
Treasury Board - Minutes,
1993 Oct-Nov.
24
Treasury Board - Minutes,
1993 Dec.
24
Treasury Board - Minutes,
1994 Jan-Mar.
24
Treasury Board - Minutes,
1994 Apr-July.
24
Treasury Board - Minutes,
1994 Aug-Nov.
24
Treasury Board - Minutes,
1994 Dec.
24
Treasury Board - Minutes,
1995 Jan-Feb.
24
Treasury Board - Minutes,
1995 Mar-May.
24
Treasury Board - Minutes,
1995 June-Aug.
24
Treasury Board - Minutes,
1995 Sept-Oct.
24
Treasury Board - Minutes,
1995 Nov-Dec.
24
Treasury Board - Minutes,
1996 Jan-Apr.
24
Treasury Board - Minutes,
1996 May-June.
24
Treasury Board - Minutes,
1996 July-Dec.
24
Treasury Board - Minutes,
1997 Jan-June.
25
Treasury Board - Minutes,
1997 July-Dec.
25
Treasury Board - Minutes,
1998 Jan-June.
25
Treasury Board - Minutes,
1998 July-Dec.
25
Treasury Board - Member Orientation,
1994.
25
Treasury Board - Meeting,
1997 Jan.
25
Treasury Board - Meeting,
1997 Feb.
25
Treasury Board - Meeting,
1997 Mar.
25
Treasury Board - Meeting,
1997 Apr.
25
Treasury Board - Meeting,
1997 May.
25
Treasury Board - Meeting,
1997 June.
25
Treasury Board - Meeting,
1997 July.
25
Treasury Board - Meeting,
1997 Aug.
25
Treasury Board - Meeting,
1997 Sept.
25
Treasury Board - Meeting,
1997 Oct.
25
Treasury Board - Meeting,
1997 Nov.
25
Treasury Board - Meeting,
1997 Dec.
25
Treasury Board - Meeting,
1998 Jan.
26
Treasury Board - Meeting,
1998 Feb.
26
Treasury Board - Meeting,
1998 Mar.
26
Treasury Board - Meeting,
1998 Apr.
26
Treasury Board - Meeting,
1998 May.
26
Treasury Board - Meeting,
1998 June.
26
Treasury Board - Meeting,
1998 July.
26
Treasury Board - Meeting,
1998 Aug.
26
Treasury Board - Meeting,
1998 Sept.
26
Treasury Board - Meeting,
1998 Oct.
26
Treasury Board - Meeting,
1998 Nov.
26
Treasury Board - Meeting,
1998 Dec.
26
Treasury Board - Meeting,
1999 Jan.
26
Treasury Board - Meeting,
1999 Feb.
26
Treasury Board - Meeting,
1999 Mar.
26
Treasury Board - Meeting,
1999 Apr.
26
Treasury Board - Meeting,
1999 May.
26
Treasury Board - Meeting,
1999 June.
26
Treasury Board - Meeting,
1999 July.
27
Treasury Board - Meeting,
1999 Aug.
27
Treasury Board - Meeting,
1999 Sept.
27
Treasury Board - Meeting,
1999 Oct.
27
Treasury Board - Meeting,
1999 Nov.
27
Treasury Board - Meeting,
1999 Dec.
27
Treasury Board - Correspondence,
1992.
27
Treasury Board - Correspondence,
1993.
27
Treasury Board - Correspondence,
1994.
27
Treasury Board - Correspondence,
1995.
27
Treasury Board - Correspondence,
1996.
27
Treasury Board - Correspondence,
1997.
27
Treasury Board - Correspondence,
1998.
27
Debt Capacity Advisory Committee update,
1998-1999.
27
Debt Capacity Advisory Committee update,
1994-1997.
27
Debt Capacity Advisorty Committee - House Document No. 50,
1998.
27
Debt Capacity Advisorty Committee - Moratorium on Debt,
1996.
27
Debt Capacity Advisorty Committee meeting,
1997 Dec.
27
Debt Capacity Advisorty Committee meeting,
1997 Sept.
27
Debt Capacity Advisorty Committee presentation,
1997 Jan.
27
Debt Capacity Advisorty Committee,
1997.
27
Debt Capacity Advisorty Committee,
1996.
27
Debt Capacity Advisorty Committee,
1995.
27
VADA,
1988-1995.
27
Assistive Technology Loan Fund Authority meeting,
1999 Apr.
27
Assistive Technology Loan Fund Authority,
1997-1999.
27
Assistive Technology Loan Fund Authority meeting,
1997 Jan.
27
Assistive Technology Loan Authority meeting,
1995 Dec.
27
Virginia College Building Authority - Correspondence,
1999.
28
Virginia College Building Authority - Correspondence,
1993-1995.
28
Virginia College Building Authority - Correspondence,
1996-1998.
28
Virginia College Building Authority - University of Richmond,
1996.
28
Virginia College Building Authority - Board meeting,
1996 Apr.
28
Virginia College Building Authority - Board meeting,
1996 July.
28
Virginia College Building Authority - Board meeting,
1996 Sept.
28
Virginia College Building Authority - Board meeting,
1996 Oct.
28
Virginia College Building Authority - Board meeting,
1997 Apr.
28
Virginia College Building Authority - Board meeting,
1997 Aug.
28
Virginia College Building Authority - Board meeting,
1997 Nov.
28
Virginia College Building Authority - Board meeting,
1998 Mar.
28
Virginia College Building Authority - Board meeting,
1998 Aug.
28
Virginia College Building Authority - Board meeting,
1998 Dec.
28
Virginia College Building Authority - Board meeting,
1999 Apr.
28
Virginia Public Building Authority - Correspondence,
1995.
29
Virginia Public Building Authority - Correspondence,
1996.
29
Virginia Public Building Authority - Correspondence,
1997.
29
Virginia Public Building Authority - Correspondence,
1998.
29
Virginia Public Building Authority - Correspondence,
1999.
29
Virginia Public Building Authority - Bear Stearns presentation,
1996 May.
29
Virginia Public Building Authority - Board meeting,
1997 Jan.
29
Virginia Public Building Authority - Board meeting,
1997 Mar.
29
Virginia Public Building Authority - Board meeting,
1997 Apr.
29
Virginia Public Building Authority - Board meeting,
1997 Sept.
29
Virginia Public Building Authority - Board meeting,
1997 Nov.
29
Virginia Public Building Authority - Board meeting,
1998 Feb.
29
Virginia Public Building Authority - Board meeting,
1998 May.
29
Virginia Public Building Authority - Board meeting,
1998 Dec.
29
Virginia Public Building Authority - Board meeting,
1999 Apr.
29
Virginia Public Building Authority - Audits,
1999.
29
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1985 Jan-1991 Dec.
29
State Council on Local Debt - Minutes,
1993 Apr-Oct.
29
State Council on Local Debt - Minutes,
1992 Jan-1994 Apr.
29
State Council on Local Debt - Minutes,
1993 Nov-1995 Apr.
29
State Council on Local Debt - Minutes,
1995 June-1996 Apr.
29
Ronald Tillet - Conflict of interest,
1995.
30
Conflict of interest,
1995.
30
Maclin Whiteman,
1994.
30
Belinda Blanchard,
1995.
30
Judy Siler,
1997.
30
Laurie Westberry,
1995.
30
Capitol Police (restricted),
1999.
30
Susan Dewey,
1993-1999.
30
Susan Dewey - Bio,
1996-1998.
30
Susan Dewey - NAST profile,
1999.
30
Higher Education Tuition Trust Fun - Executive Director,
1996.
30
Ronald Tillet - Bio,
1996.
30
Letter to the Editor,
1995.
30
Susan Dewey - Photographs,
1997.
30
News clippings,
1996-1997.
30
News clippings - Susan Dewey,
1995-1999.
30
Treasury Dept. - Newspaper articles,
1990-1993.
30
Treasury Dept. - Newspaper articles,
1980-1991.
30
State agency heads listing,
1997.
30
Board attendance roster,
1992-1997.
30
James Monroe conference rooms,
1996-1997.
30
Travel,
1994-1997.
30
Board candidates,
1992-1997.
30
Investment guidelines,
1996.
30
Garnishment,
1996.
30
Treasury Board appointment,
1993.
30
NAST News Tip Sheet,
1991.
30
Records management,
1998.
30
Freedom of information,
1994.
30
Media alerts to the Governor's Office,
1988-1999.
30
General obligation bonds - House Appropriations,
1997.
30
The Bond Club of Virginia,
1997.
30
Dept Capacity Advisory Committee,
1996.
30
Grants Municipal Board,
1996.
30
Commonwealth of Virginia Debt and Debt Capacity,
1996.
30
VCBA Pooled Bond Program,
1996.
30
Financial Women International,
1996.
30
Financial Management Issues - Society of Municipal Analysis,
1996.
30
Lithuania Delegation,
1996.
30
Presentation to The Bond Club of Virginia,
1996.
30
Senate Finance Committee - Virginia's Prepaid Tuition Program,
1996.
30
Legg Mason Public Finance Roundable,
1995.
30
Annual SNAP User's Conference,
1995.
30
Flat Tax - Speech information,
undated.
30
Public Finance Roundtable - Legg Mason,
1995.
30
The Best Bet on Developing a Savings Plan,
1995.
30
Performance Management for Public Funds (S and P),
1995.
30
Presentation to the Office of the Governor and Secretary of Finance,
1995.
31
Secondary Market disclosure - Presentation to The Bond Club of Virginia,
1995.
31
Chinese Delegation - Susan Dewey,
1995.
31
State Internal Auditor,
1996-1998.
31
State Police, Dept. of,
1994-1998.
31
Taxation, Dept. of,
1992-1999.
31
Transportation, Dept. of,
1997.
31
Transportation, Dept. of - 895 Connector,
1998.
31
Virginia Center for Innovative Technology,
1994-1996.
31
Virginia Code Commission,
1992-1997.
31
Virginia Employment Commission,
1992-1997.
31
Virginia Liaison Office,
1993-1994.
31
Virginia Retirement System,
1992-1998.
31
Visually Handicapped, Dept. of,
1997.
31
Volunteerism, Dept. of,
1987-1994.
31
Youth and Family Services, Dept. of,
1993-1995.
31
Auditor of Public Accounts,
1993-1999.
31
Auditor of Public Accounts - Audit comment,
1998-1999.
31
Auditor of Public Accounts - Revenue Stabilization Fund,
1997-1998.
31
Attorney General's Office - Notice of Service Transmittal,
1997-1998.
31
Money Committee staff,
1997-1999.
31
Joint Legislative Audit and Review Commission,
1998.
31
Legislative Services,
1997.
31
Correspondence - Senators and Delegates,
1999.
31
Christopher Newport College,
1992-1998.
31
George Mason University,
1991-1999.
31
State Council of Higher Education for Virginia,
1996-1997.
31
Commonwealth Health Research Board,
1997.
31
Norfolk State University,
1990-1998.
31
Old Dominion University,
1990.
31
University of Virginia,
1992-1999.
31
Virginia Commonwealth University,
1992-1998.
31
Virginia State University,
1992-1999.
31
Universities - General,
1996-1997.
31
Secretary of Finance,
1999.
31
Secretary of Finance,
1998.
31
Secretary of Finance,
1997.
31
Secretary of Finance,
1996.
31
Dept. of Accounts / Dept. of Planning and Budget - Study of Non-General Funds (Centralized Payroll),
1994-1995.
32
Federal legislation issues,
1994.
32
Secretary of Finance - School construction,
1998.
32
Finance Agency Heads - Retreat,
1996.
32
Finance Secretariat - Strategic Plan,
1997.
32
Secretary of Finance - Studies/Projects,
1998.
32
Finance Agency Heads,
1997.
32
Finance Workshops,
1997.
32
Finance Agency Heads,
1996.
32
Finance Agency Heads - Retreat,
1995.
32
Finance Agency Heads,
1995.
32
Finance Agency Heads,
1995.
32
Presentations to the General Assembly,
1993-1996.
32
Overview of Gov. Gilmore's Budget Actions,
1998-2000.
32
Privatization Proposals - Finance Agency Heads recommendations,
1994.
32
Agency Heads,
1992-1998.
32
Public-Private Partnership in Transportation,
1995.
32
Secretary of the Commonwealth,
1992-1999.
32
Dept. of Economic Development,
1992-1997.
32
Venture Capital and Business Start-Up,
1994.
32
Secretary of Education,
1994-1997.
32
Secretary of Health and Human Resources,
1993.
32
Secretary of Technology,
1999.
32
Dept. of Accounts,
1996-1999.
32
Agriculture and Consumer Services, Dept. of,
1991.
32
Air and Space Museum,
1993-1998.
32
Alcoholic Beverage Control, Dept. of,
1992-1993.
32
Aviation, Dept. of,
1993.
32
Compensation Board,
1997.
32
Commission on Local Government,
1996-1999.
32
Corrections, Dept. of,
1997.
32
Commonwealth Competition Council,
1995-1998.
32
Conservation and Recreation, Dept. of,
1994-1998.
32
Council on Information Development,
1992-1998.
32
Criminal Justice, Dept. of,
1995-1997.
32
Economic Development, Dept. of,
1992-1997.
32
Education, Dept. of,
1992-1998.
32
Emergency Services, Dept. of,
1995-1997.
32
Employee Relations Counselors,
1993-1997.
32
Environmental Quality, Dept. of,
1998.
32
Game and Inland Fisheries, Dept. of,
1992.
32
General Services, Dept. of (Purchase and Supply),
1992-1999.
32
Governor's Employment and Training Dept.,
1995.
32
Housing and Community Development, Dept. of,
1990-1995.
32
Information Technology, Dept. of,
1993-1998.
32
Joint Committee on Healthcare,
1993.
32
Joint Legislative Audit and Review Commission (JLARC),
1992-1995.
32
Legislative Services, Dept. of,
1992-1996.
32
Library of Virginia,
1993-1998.
32
Lottery, Dept. of,
1992-1998.
32
Medical Assistance Services, Dept. of,
1992.
32
Mines, Minerals and Energy, Dept. of,
1993-1997.
32
Motor Vehicles, Dept. of,
1993-1994.
32
Personnel and Training, Dept. of,
1994-1998.
32
Planning and Budget, Dept. of,
1998.
33
Planning and Budget, Dept. of,
1997.
33
Planning and Budget, Dept. of,
1996.
33
Social Services, Dept. of,
1992-1997.
33
State Corporation Commission,
1991-1995.
33
NAST: Final Pension Survey Report,
1991.
33
News articles,
1992.
33
Media,
1991-1992.
33
JLARC - Report to the General Assembly,
1995.
33
Awards,
1994-1996.
33
State Treasury Profiles,
1989.
33
State Treasury Profiles,
1991.
33
State Treasury Profiles,
1995.
33
State Finance Directory,
1992.
33
State Treasury - Activities and functions,
1997.
33
Agency Procurement and Surplus Property Manual,
1998.
33
Local Government Investment Pool - Investment Circular,
1995.
33
Decentralization Pilot Projects in Higher Education,
1997.
33
NAST Annual Conference,
1995.
33
NAST LGIP Task Force,
1993-1995.
33
State Treasurer's correspondence (Accession 54159), 2005-2022.
Auditor of Public Accounts - Audit (FY14),
2014.
1
Auditor of Public Accounts - Exit Conference (FY13),
2013.
1
Auditor of Public Accounts - Audit Report (FY15),
2015.
1
Auditor of Public Accounts - Audit Report (FY16),
2016.
1
Auditor of Public Accounts - Audit,
2012 May 10.
1
Debt capacity,
2015.
1
Debt Capacity Advisory Committee (DCAC) - Meeting,
2010 Sept.
1
Dept Capacity Advisory Committee (DCAC) - Pre-meeting,
2016 Dec 12.
1
Auditor of Public Accounts - Audit,
2017.
1
Virginia Port Authority (VPA) - Virginia International Gateway (VIG) Long term lease,
2016.
1
Republic of Gabon meeting,
2017 June 15.
1
China Ministry of Finances meeting,
2017.
1
Overview of Debt Capacity - Briefing for Secretary Layne,
2017 Dec 15.
1
Travel,
2019.
1
Travel,
2022.
1
Chronological file,
2022.
1
Travel,
2021.
1
Travel,
2020.
1
Meetings - Human Resources,
undated.
1
Meetings - Administrative Services,
2017-2018.
1
Meetings - Information Systems,
2017-2018.
1
Meetings - Internal Review,
2017-2018.
1
Meetings - Debt Management,
2017-2018.
1
Meetings - Risk Management,
2017-2018.
1
Meetings - Operations,
2017-2018.
1
Meetings - Unclaimed Property,
2017-2018.
1
Audit - Certification letter to financial institutions,
2009.
1
Treasurer Decision Requests,
2019.
1
Treasurer Decision Requests,
2020.
1
Congressional Delegation,
2016.
1
Center for Retirement Initiatives,
2014.
1
BB and T - Chris Bradley,
2017.
1
Unclaimed Property - Constituent correspondence,
2018-2022.
2
Letters,
2019.
2
Constituent letters,
2012-2018.
2
Leters,
2015.
2
Leadership Team meetings,
2016-2022.
2
Director meetings,
2017.
2
Travel,
2021.
2
Travel,
2019.
2
Meetings with Secretary Layne,
2019.
2
Standard and Poor's - Local Government Investment Pool (LGIP),
2018.
2
Box contents,
undated.
2
Credit / Interest Rates meeting,
2020 Aug 17.
2
Local Government Investment Pool (LGIP) - Standard and Poor's Rating Management meeting,
2019 Aug 7.
2
David Swynford,
2021.
2
Debt Management - Staff meeting,
2015-2018.
2
Cash Management and Investments - Staff meetings,
2021.
2
Human Resources - Staff meeting,
2017.
2
Information Systems - Staff meeting,
2018.
2
Internal Review - Staff meeting,
2018.
2
Operations - Staff meeting,
2018.
2
Risk Management - Staff meeting,
2018.
2
Information Systems Security Officer - Staff meeting,
2018.
2
Unclaimed Property - Staff meetings,
2017-2018.
2
Agency Head meeting,
2021.
2
Virginia Port Authority - FY20 Budget,
2020.
2
Virginia Port Authority - Finance and Audit,
2018 Apr 30.
2
Treasury Board / Virginia Port Authority MELP,
2017.
2
Risk Management - Constituent correspondence,
2018-2020.
2
P/E Investments,
2018.
2
Debt Management - Fidelity / Secondary Trades,
2015.
2
Meeting with Bill Coba - Co-Head, North America Institutional Investor Relations,
2019 Mar 21.
2
Treasury Logo,
2019.
2
Trust Accounting overtime,
undated.
2
TUP / Cardinal Staff Recognition,
2018.
2
Tax Strategice Plan,
2015.
2
Syntec - Bill Zuk,
2017.
2
Higher Education - Risk Management Program,
2014.
2
Education 5 Paycard Secretary,
2015-2017.
2
Risk Managment - Dombo v. Lyons,
2018.
2
Dept. of Motor Vehicles,
2017.
2
Director's Roundtable,
2010.
2
Securities and Exchange,
2014.
2
Quinton Jeffries,
2016.
2
Public Private Partnership Guidelines,
2014.
2
Meeting with Secretary Brown,
undated.
2
Meetings,
2017.
2
Meeting with Lyndon Lyman,
2017 May 18.
2
Debt Capacity Advisory Committee (DCAC) Overview Presentations,
2017.
2
Delegate Landes - Concentration Banks,
2017.
2
Higher Education Restructuring - VCU Management Agreement,
2017.
3
Higher Education Restructuring - William and Mary / Restructured Financial and Administration Operations Act of 2005,
undated.
3
Higher Education Restructuring - George Mason University,
2009.
3
Higher Education Restructuring - Old Dominion University,
2008-2009.
3
Higher Education Restructuring - James Madison University,
2008.
3
Higher Education Restructuring - Virginia Military Institute,
2008.
3
Higher Education Restructuring - Radford University,
2008.
3
Higher Education Restructuring - Level II / Letters and requests,
2007.
3
Higher Education Restructuring - Level III / Letters and requests,
2007.
3
Higher Education Restructuring,
2007.
3
Decision Requests,
2021.
4
Decision Requests,
2022.
4
House Appropriations Committee Presentation,
2013 Nov.
4
Literary Fund Briefing to House and Senate,
2016 Dec 20.
4
House Finance Committee,
2015.
4
House Appropriations Committee presentations,
2020 Feb.
4
State Street presentations,
2021 June.
4
House Appropriations Committee - Debt Capacity presentations,
undated.
4
Ric Brown Presentation to House and Senate,
2018 May 18.
4
Governor's Revenue Report Remarks to Joint Money Committee / Presentation to Secretary of Finance,
2018 Aug 17.
4
Actuarial Analysis of the Constitutional Officers Regional Jail (VARisk) Program,
2018 Nov.
4
Binational Treasury Forum,
2021 Jan 13.
4
Secretary's Briefing to the Money Committees,
2020 June.
4
Libyan Finance Ministry,
2012.
4
Senate Finance Committee,
2015 Oct 22.
4
Virginia Retirement System - Senate Finance Committee,
2013 Sept.
4
Subcommittee on Capital Outlay,
2013 Jan.
4
Presentations,
2020.
4
Travel,
2012.
4
Training,
2014.
4
Virginia Resource Authority - Conference,
2014 Dec.
4
Virginia Resource Authority - Presentation,
2012 Dec.
4
Decision Requests,
2021.
4
J.P. Morgan,
2018 June.
4
PFM,
2018 May 18.
4
Virginia Investor Conference,
2015.
4
Virginia Investor Conference,
2017.
4
Association of Governmental Accountants,
2018 Apr 19.
4
KAPS Demonstration,
2020 Jan.
4
Revenue Report - Remarks to Joint Money Committee,
2018 Aug.
4
Revenue Report,
2018 Oct.
4
Treasury Overview,
2018 Sept.
4
Joint Money Committee presentations,
2019 Aug.
4
Chronological file,
2021.
4
National Association of State Treasurers (NAST) - Lexington,
2013.
5
National Association of State Treasurers (NAST) - Executive Director Search,
2013-2014.
5
National Association of State Treasurers (NAST) - Visit,
2011 Sept 26.
5
National Association of State Treasurers (NAST) - Personnel Committee,
2011 Apr.
5
National Association of State Treasurers (NAST) - Personnel Committee,
2011 June.
5
National Association of State Treasurers (NAST) - Interim Report,
2011.
5
Higher Education Restructuring,
2005-2006.
6
Higher Education Restructuring - Chapters 933, 945 and 943,
2006.
6
Higher Education Restructuring - Performance Measures,
206-2008.
6
Higher Education Restructuring - Virginia Tech / Carilion Medical School,
2007.
6
Higher Education Restructuring - Virginia Commonwealth University management agreement,
2005-2007.
6
Financial and Administrative management measures,
2007.
6
Governor's Cabinet Retreat - Briefing book,
2007 June 16.
6
Overview of the Base Adequacy Funding Guidelines (DPB),
2007 Oct 30.
6
Higher Education Restructuring,
2006.
7
Higher Education Restructuring - Debt Management Certification letters,
2006-2008.
7
Higher Education Restructuring - Miscellaneous correspondence and legislation,
2006-2008.
7
Higher Education Restructuring - Higher Education bonds,
2007.
7
Higher Education Restructuring - Virginia Commonwealth University (VCU) Level III,
2007 Apr.
7
Higher Education Restructuring - Goal #11 Working Group,
2006 Oct.
7
Higher Education Restructuring Act,
2004-2007.
7
Higher Education Restructuring,
2006.
7
Higher Education Restructuring - Reading material,
2006.
7
Higher Education Restructuring - Debt Management Policy,
2008.
7
Higher Education Restructuring - Level III Institutions of Higher Education / Analysis of Sole Source Orders and eVA Fees,
2006-2007.
7
Governor Kaine's Trade Mission to Japan, Hong Kong, and India,
2007 Apr 15-28.
8
Miscellaneous,
2017-2018.
8
National Association of State Auditors, Comptrollers and Treasurers (NASACT),
2017.
8
Budget,
2016-2018, 2018-2020.
8
Middle River Jail Authority,
2017-2018.
8
Surviving and Thriving in the New Liquidity Environment,
2014-2017.
8
Rating Agencies,
2013-2018.
8
Reading material,
2018-2019.
8
Trip to Mexico,
2019.
8
Meetings with Optimal Group,
2017.
8
Passive investing,
2017 June 5.
8
VA529,
2017-2018.
8
India Trade Mission,
2007.
8
Higher Education Restructuring,
2006.
9
Higher Education Restructuring - William and Mary,
2005.
9
Higher Education Restructuring - Restructing Act meeting,
2006 Aug.
9
Higher Education Restructuring - Interest Earning,
2006.
9
Higher Education Restructuring - Management agreement,
2006.
9
Higher Education Restructuring - Level III,
2007.
9
Higher Education Restructuring - Debt policies,
2007.
9
Higher Education Restructuring - Certification,
2007.
9
Higher Education Restructuring - Notes,
undated.
9
Higher Education Restructuring - Revised language,
2008.
9
Higher Education Restructuring - State Council of Higher Education for Virginia (SCHEV) certification,
2007.
9
Higher Education Restructuring - State Council of Higher Education for Virginia (SCHEV),
2008.
9
Higher Education Restructuring - Correspondence with higher education presidents,
2009.
9
Higher Education Restructuring - Miscellaneous,
2006-2009.
9
Letters,
2015.
10
Letters,
2016.
10
Letters,
2017.
10
Letters,
2018.
10
Agency goals,
2014.
10
Agency Head meeting,
2014 Aug.
10
Agency Retreat,
2013.
10
CVC Council,
2016-2017.
10
Chronological file,
2012-2014.
10
Chronological file,
2014.
10
Chronological file,
2015.
10
Chronological file,
2016.
10
Chronological file,
2017.
10
Chronological file,
2020.
10
Decision Requests,
2014.
10
Decision Requests,
2015.
10
Decision Requests,
2016.
10
Decision Requests,
2017.
10
Travel,
2014.
10
Travel,
2015.
10
Senior staff meeting,
2012 Oct 15.
10
Meeting with General Warrants Procurement Team,
2016 Aug 4.
10
Meeting with Dept. of General Services (DGS) - Procurement,
202015 Aug 14.
10
Meeting with Delegate Massie - CMI,
2016 Sept 8.
10
Meeting with Vicki,
2015 Aug 7.
10
Board Appointments with Secretary of the Commonwealth,
2016 June 9.
10
Meeting with Mary Dimartino - J.P. Morgan,
2017 Jan 5.
10
Meeting with Mary Dimartino,
2016 Mar 22.
10
JLARC Investment Study,
2009-2010.
11
Debt University Board Issuance,
2014.
11
Village Bank,
2014.
11
Voting Rights Act - Restoration of Rights,
2016.
11
Virginia Retirement System,
2013.
11
Virginia Retirement System (VRS) Project,
2018.
11
Wells Fargo call with Patrick Dixon,
2016 Oct 7.
11
Virginia Port Authority - Virginia International Gateway (VIG) Lease,
2016.
11
Virginia Port Authority - Agenda,
2015 Jan 26.
11
Underwriting Proposal (Virginia Public Building Authority),
2020.
11
Banking Services Procurement Policy,
2022.
11
Downgraded securities,
2020.
12
Downgraded securities,
2021.
12
Dept. of Accounts (DOA) - W-2 issue,
2022.
12
Division of Risk Management (DRM) - USFS,
2019.
12
Division of Risk Management (DRM) - Issues,
2019.
12
Electronic meetins,
2020.
12
Electronice Municipal Market Access (EMMA) input,
2021.
12
Employee Opportunities Plan,
2021.
12
Federal Reserve - Municipal Liquidity Facilities,
2014.
12
Financial Advisors interviews,
2014.
12
Financial Advisors interviews,
2019.
12
Fluvanna case - Division of Risk Management,
2019.
12
Governmental Accounting Standards Board (GASB) webinar update,
2021.
12
Governmental Accounting Standards Board (GASB) Investment Fees,
2021.
12
Global Capital Markets Advisory Council (GCMAC) conference call,
2021.
12
Genworth life policies,
2015-2016.
12
IDIA Project presentation,
2022.
12
Gift Card Initiative,
2014.
12
George Mason University - Swap termination,
2022.
12
Governor Youngkin Telework Policy,
2022.
12
Governor's Infratructure Financing,
2014.
12
Governor's Rating trip - Supplemental information,
2017.
12
Gubernatorial Transition Report,
2021.
12
IFM - Brian Clarke,
2017.
12
Information requested by Secretary Cummings,
2022.
12
Information security,
2017-2021.
12
Information Security Officer,
2017.
12
Information Security Officer - Services/Designation,
2017.
12
Isle of Wight - Division of Risk Management,
2018.
12
IT Security Audit Plan,
2013.
12
IT Strategic Plan,
2018.
12
IT Security,
2015.
12
Joint Advisory Board of Economists (JABE),
2021.
12
Local Government Investment Pool (LGIP) Program,
2016-2020.
12
JLARC studies - Housing Study,
2021.
12
JLARC studies - Office of the Attorney General (RM),
2019.
12
JLARC studies - VA529,
2017.
12
JLARC studies - Compensation Study,
2017.
12
Kyle Grazier interview,
2012.
12
Language Equity and Access in State Government,
2021.
12
Virginia Retirement System Review,
2021.
12
Virginia Retirement System - Fund status,
2018.
12
Literary Fund Forecast meeting,
2018.
12
Meeting with RIC-Literary Fund,
2018.
12
Pre-Legislative Session meeting,
2021 Jan.
12
Taxation,
2020-2022.
13
Tax liens,
2021-2022.
13
Tax - DOA 1099 Compromise,
2022 Jan.
13
The Rules of Engagement,
undated.
13
Tobacco Indemnification and Community Revitalization (TICR) Endowment,
2018-2021.
13
TCIR,
2019.
13
TCIR - Investment/Bills,
2017.
13
TCIR - Tobacco bonds,
2018-2020.
13
TCIR - Tobacco bonds restructuring,
2015.
13
TCIR - Tobacco claims,
2012-2014.
13
TCIR - Tobacco refunding / Bank of America,
20.
13
TCIR - Tobacco bond refunding,
2021.
13
TICR - Portfolio Review,
2019 Apr.
13
Treasury budget requests,
2015.
13
Unclaimed Property - Gift cards,
2014 Dec.
13
Unclaimed Property - Talking points,
2020.
13
Unclaimed Property - Retirment Plan Initiative,
2017.
13
University of Mary Washington financing,
2021.
13
Use of Sales Tax for School Construction,
2018 Aug.
13
Unemployment Insurance Fund,
2020.
13
Unemployment Insurance,
2020.
13
Unconscious Bias training,
2021.
13
Virginia College Building Authority (VCBA) Variable Rate Debt,
2016 Oct.
13
VA529 - Prepaid Decentralization,
2019.
13
Virginia Commonwealth University Project - Jim Carney,
2019.
13
Virginia Beach Arena,
2016.
13
Continuity,
2019.
14
Stimulus Fund Planning and Options - Cash Management Investments,
2021.
14
AbleNow - Marketing issues,
2020.
14
Adjunct Emergency Workforce System,
2021.
14
Affordable Healthcare Act,
2016.
14
Agency legislation,
2020-2021.
14
Agency legislation,
2021-2022.
14
Allocation of funds - PLP/EDCP,
2019 Nov.
14
American Rescue Plan (ARP) - Investment Plan Funding,
2021.
14
Annual recognition event,
2020.
14
Amazon - Rating Agency Calls,
2018.
14
Annual Escheator Report,
2018.
14
Appointments / Vacant board positions,
2022.
14
Bank of America,
2021.
14
Bloomberg,
2021.
14
Bond link,
2020.
14
Buena Vista,
2012.
14
Budget,
2021.
14
Budget,
2022.
14
Budget reducation strategies,
2016-2018.
14
Budget reduction strategies,
2020.
14
Cannabis / Marijuana legislation,
2021.
14
CAP Team budget,
2021.
14
Cardinal,
2014-2015.
14
CARES Act,
2020.
14
Certificate of designation,
2022.
14
Claims Unit Assessment / PMG,
2019.
14
Commission on School Construction and Modernization,
2017-2021.
14
Commonwealth Center for Advanced Manufacturing,
2017.
14
Credit Committee meeting,
2018 Feb 21.
14
Credit Unions - Public deposits,
2019.
14
Chen Ming budget questions,
2011-2012.
14
Cryptocurrency,
2019.
14
Cyber - Other Insurance Market Outlook,
2022.
14
Cyber Insurance,
2020.
14
Commonwealth Debt Review,
2022 Apr.
14
REDI Virginia Program,
2019.
15
Security for Public Securities Act (SPSA) opt out guidelines,
2019-2020.
15
Risk Management Plans,
2016-2022.
15
Risk Management - Interagency claims,
2013-2016.
15
Risk Management - Briefing to Higher Education,
2014.
15
Risk Management - FOIA exemptions,
2016.
15
Risk Management - Acuarial analysis,
2019.
15
Risk Management - VACORP,
2017.
15
Risk Management - Briefing to Carolos and Ric,
2019 Dec 29.
15
Risk Management - Plan revisions,
2016.
15
Revenue Stabilization Fund - Calculation,
2020.
15
Revenue Stabilization Fund - Revenue reserve flow chart,
2020.
15
S and P - Local Government Investment Pool (LGIP) Program reviews,
2020.
15
Sears and Roebuck - Unclaimed Property refund claim,
2018.
15
Treasurer Decision Request - Increase Securities Lending Cap from 2 billion to 3 billion,
2021.
15
Security Industry and Financial Markets Association (SIFMA) / Electronice Municipal Market Access (EMMA),
2017.
15
SPDA Regulations - Proposed revisions,
2021.
15
SPDA Regulations - Proposed revisions,
2022.
15
SNAP Regulations,
2020.
15
Strategic Plan / Retreat,
2021.
15
Student Loan Financing Study,
2017.
15
Suffolk escheat issues,
2019.
15
States' Unclaimed Retirement Clearing House (SURCH),
2021.
15
Secretary of Finance,
2022.
15
Secretary of Finance - Meetings,
2022.
15
Secretary of Finance - Spending,
2022.
15
Stadium Authority,
2015.
15
Delegation of Authority (EO-88),
2019.
16
Human Resource Management, Dept. of - Compensation and Class Review MOU,
2019.
16
Director's work plans,
2020.
16
Diversity, Equity and Inclusion - Plan Debt Service Relief for Public Institutions of Higher Education / PRAG,
2020-2021.
16
Debt Service Relief for Public Institutions of Higher Education,
2020.
16
Capital Outlay HAC - Debt Capacity,
2010.
16
Dashboard updates,
2018.
16
Dashboard - Data Analytics Project,
2019.
16
Dashboard - Qlik,
2019.
16
Data Breach / Cyber Security,
2017.
16
Debt Capacity Advisory Committee - Model,
2020.
16
Debt Capacity Advisory Committee Report,
2017.
16
Debt Capacity Advisory Committee Report,
2018.
16
Debt Capacity Advisory Committee Report,
2019.
16
Debt Capacity Advisory Committee Report,
2020.
16
Debt Capacity Advisory Committee Report,
2021.
16
Debt Capacity Advisory Committee - Debt Capacity Measures of Other States,
2016.
16
Deputy Treasurer,
2014.
16
Deputy Treasurer - Work Profile,
undated.
16
Council for Inclusive Capitalism,
2021.
16
Court cases,
2016.
16
COVID 19 - Training,
2020.
16
COVID 19 - Disclosure policty,
2020.
16
Cash Management and Investments Division - Automatic Banking Service Business Process Review,
2017.
16
Cash Management and Investments Division - Automation,
2017.
16
Cash Management and Investments Division - Banking Services Budget Analysis,
2017.
16
Cash Management and Investments Division - Business Process Review,
2017.
16
Commission on School Construction,
2021.
16
Commission on School Construction - Meeting,
2021 Apr.
16
Commission on School Construction - Meeting,
2021 June.
16
Community Bank Program,
2020.
16
Constitutional Office Program,
2015.
16
Literary Fund,
2022.
17
Literary Fund - Forecast (FY19-20),
2019.
17
Literary Fund - Transfers,
2008-2022.
17
Literary Fund - Forecast,
2018 Nov.
17
Literary Fund - Forecast,
2019.
17
Literary Fund - Transfer talking points,
undated.
17
Literary Fund - Forecast,
2020.
17
Literary Fund - Tranfers (FY22),
2021-2022.
17
Literary Fund - Transfers,
2016.
17
Literary Fund - Transfers,
2017.
17
Airports Authority,
2022.
17
Maryland Debt EWPs,
2013.
17
Michael Moorhardt meeting,
2012.
17
Moody's updated Environmental Social Governance Methodology and Scores for the Commonwealth,
2021.
17
Municipal Finance Conference Panelist - The Perspective for Munibond Issues,
2021.
17
Municipal Securities Panel,
2019.
17
National Association of State Treasurers (NAST) - Annual Conference Program Committee,
2022 Feb 16.
17
NAST / NASACT,
2019-2022.
17
OAG - DRM issues,
2017.
17
One Virginia Strategic Plan,
2021.
17
OSIG,
2017-2021.
17
PFM - New ownership structure,
2014.
17
Prep meeting with Gov. Northam - Bond rating agency visits,
2018.
17
Parametric Insurance,
2019.
17
New state office building project,
2022.
17
Commonwealth of Virginia property insurance renewal,
2020.
17
Property Program,
2021.
17
Public Service Week,
2022.
17
DRM Plans,
2019-2022.
17
Rating Agencies,
2014.
17
Rating Agencies,
2015.
17
Rating Agencies - Update calls,
2018.
17
Rating Agencies - Briefing,
2018.
17
Rating Agencies - Briefing,
2021 May.
17
Rating Agencies - Briefing,
2022.
17
Rating Agencies - Conference call,
2016 Jan.
17
Rating Agencies - Conference call,
2020 May.
17
Rating Agencies - Conference call,
2020 July.
17
Rating comparatives,
2022.
17
Paper Vision - GM constituent correspondence,
2019.
17
Rating agencies - Criteria S and P,
2009.
18
Rating agencies - Information,
2010.
18
Rating agencies - Presentation,
2008.
18
Rating agencies - Presentation,
2010.
18
Route 460 MOU,
20.
18
Unclaimed Insurance Working Group,
2011.
18
Unclaimed Property - General information,
2010.
18
Unclaimed Property - U.S. Dept. of Treasury,
2011.
18
Virginia College Savings Plan (VCSP) - Meeting,
2011 Dec 14.
18
Virginia College Savings Plan (VCSP) - Board meeting,
2012 July 24.
18
Virginia College Savings Plan (VCSP) - Board meeting,
2012 Oct 12.
18
Virginia College Savings Plan (VCSP) - Board meeting and report,
2013 June.
18
Virginia College Savings Plan (VCSP) - Board meeting,
2013 Aug 28.
18
Virginia College Savings Plan (VCSP) - Audit and Actuarial,
2016 Sept 16.
18
Virginia College Savings Plan (VCSP) - Financial reports,
2010.
18
Virginia College Savings Plan (VCSP) - Investment Policy,
2013.
18
Virginia College Savings Plan (VCSP) - Philip Langham Bio,
2011.
18
Virginia Credit Union - Alco meeting,
2011 Nov.
18
Virginia Credit Union - Board meeting,
2011 Nov.
18
Virginia Credit Union - Fall Planning Session,
2011 Sept.
18
Virginia Housing Development Authority (VHDA) - Board meeting,
2011 Dec 6.
18
Virginia Housing Development Authority (VHDA) - EDAR for May and June Financials,
2011.
18
Virginia Housing Development Authority (VHDA) - Financial statements,
2011 Sept.
18
Virginia Housing Development Authority (VHDA) - Tax Credit Schedule,
2012.
18
Virginia Port Authority (VPA),
2011.
18
Virginia Port Authority (VPA) - Actuarial Report,
2011.
18
Virginia Port Authority (VPA) - Agency brief,
2011.
18
Virginia Port Authority (VPA) - Board meeting,
2010 Sept.
18
Virginia Port Authority (VPA) - Board meeting,
2011 May 24.
18
Virginia Port Authority (VPA) - Board meeting,
2011 Sept.
18
Virginia Port Authority (VPA) - Board meeting,
2011 Oct 24.
18
Virginia Port Authority (VPA) - Business Development Committee,
2011 Mar.
18
Virginia Port Authority (VPA) - Engineer update,
2011.
18
Virginia Port Authority (VPA) - Final numbers,
2011 July.
18
Virginia Port Authority (VPA) - Investment Committee,
2011 May 24.
18
Virginia Port Authority (VPA) - News articles,
2011.
18
Virginia Port Authority (VPA) - Old Dominion,
2010.
18
Virginia Port Authority (VPA) - Organizational restructuring,
2011.
18
Virginia Port Authortiy (VPA) - PPTA,
2012.
18
Virginia Port Authority (VPA) - Refunding,
20.
18
Virginia Port Authority (VPA) - Richmond lease,
2011.
18
Virginia Port Authority (VPA) - Structural Review Committee,
2006.
18
Virginia Port Authority (VPA) - Virginia International Terminals (VIT),
2006.
18
Virginia Port Authority (VPA) - Virginia International Terminals (VIT) - Organizational structure,
2011.
18
Virginia Public Building Authority (VPBA) - Board meeting,
2011 July 15.
18
Virginia Public Building Authority (VPBA) - Construction Bond Release,
2009.
18
Virginia Public Building Authority (VPBA) - Rates,
2010.
18
Virginia Public Building Authority (VPBA) - 2009A Series bonds,
2009.
18
Virginia Public School Authority (VPSA) - Appropriations Act,
2011.
18
Virginia Public School Authority (VPSA) - Letter to Auditor,
2011 Nov.
18
Virginia Public School Authority (VPSA) - Montgomery County,
2011.
18
Virginia Resources Authority (VRA) - Audit,
2011.
18
Virginia Resources Authority (VRA) - Board meeting,
2013 Sept 9.
18
Virginia Resources Authority (VRA) - Executive Director Report,
2011 Mar-Apr.
18
Virginia Resources Authority (VRA) - Executive Director Report,
2011 Oct.
18
Virginia Resources Authority (VRA) - Interim Report,
2011 July.
18
Virginia Resources Authority (VRA) - Financials,
2011 June.
18
Virginia Resources Authority (VRA) - Richmond and Essex schools,
2011.
18
Virginia Resources Authority (VRA) - VARF Series 2011 A and B,
2011.
18
Virginia Small Business Financing Authority (VSBFA),
undated.
18
Virginia Small Business Financing Authority (VSBFA) - Mercer,
2011.
18
Virginia Small Business Financing Authority (VSBFA) - MSRB article,
2011.
18
YWCA - Board meeting,
2011 Dec 13.
18
State Treasurer's correspondence - Jody Wagner (Accession 54287), 1999-2005.
Baseball Stadium,
2004.
1
Baseball Stadium - Baseball group proposals (NOVA, Norfolk),
2004.
1
Baseball Stadium - Melissa Mayes,
2004.
1
Baseball Stadium - Baseball Parks,
2003-2004.
1
Baseball Stadium - Baseball performers,
2004.
1
Baseball Stadium - Binder,
2004.
1
Major project, issues and challenges,
2003-2004.
1
Agency Strategic Plan,
2003.
1
Agency Head exective agreements,
2003.
1
Agency Head meeting,
2003.
1
Auditor of Public Accounts,
2004.
1
Auditor of Public Accounts,
2005.
1
Auditor of Public Accounts - Audit,
2003.
1
Auditor of Public Accounts - Audit Point,
2002.
1
Auditor of Public Accounts - Revenue stabilization,
2003.
1
Automata International, Inc. - Judgment against Treasurer of Virginia,
2002-2004.
1
Board appointments,
2002.
1
Board appointments - Recommendations,
2002-2005.
1
Board appointments - Rimler,
2003.
1
Bond School,
2003.
1
Budget cuts,
2004.
1
Cashflow - State Revenue,
2002-2003.
1
Chinese Delegation,
2003.
1
CMI Performance Management,
2000-2005.
1
Commonwealth of Virginia Campaign,
2003.
1
Compensation Board,
2002-2003.
1
CW Financial Statements,
2003.
1
Debt,
2002-2003.
1
Debt Overlapping,
2002.
1
Governor's Management Scorecard,
2004.
1
Public Information / AG Rules,
2003-2004.
1
Secretary of Finance,
2003.
1
Budget information,
2002.
2
FOIA,
20.
2
Governor Mark Warner,
2002.
2
Governor Mark Warner - Governor Elect's Economic Executive Amendments and Fiscal Budget Roundtable,
2002.
2
Governor's Office - Budget amendments,
2002.
2
Governor's Office - Correspondence and memoranda,
2002.
2
Governor's Office - Executive orders,
2002.
2
Governor's Office - Management agenda,
2003.
2
Governor's Office -,
20.
2
Secretary of Finance - John Bennett, correspondence,
2002.
2
State Board of Elections,
2002.
2
Virginia College Savings Plan,
2002.
2
Virginia Resources Authority,
2002.
2
Virginia Port Authority,
2002.
2
Risk Management / Richmond Medical Center v David Hicks,
2002.
2
BB and T,
2002.
2
Community Banker's Banks - Public Funds CD Program,
2002.
2
Decision Package Narrative Justification,
2003-2004.
2
Dept. of Planning and Budget - Virginia State University Jump Start Capital Projects,
2002.
2
Requests - Treasury Loan,
2002.
2
Board members,
2003.
2
Energy and Operational Efficiency - Energy Systems Group and Norfolk State University,
2004.
2
Energy and Operational Efficiency - Executive Orders,
2004.
2
Energy and Operational Efficiency - Master Lease Agreement,
2004.
2
Virginia Public School Authority,
2000.
2
Virginia Public School Authority,
2001.
2
Virginia Public School Authority,
2002.
2
Virginia Public School Authority,
2003.
2
Virginia Public School Authority - General Assembly,
2002.
2
SNAP with PFM,
2005.
2
Operations correspondence,
2003-2005.
2
VITA Service Move,
2003.
2
Correspondence,
2002-2004.
2
NAST meeting,
2002 Nov 22-26.
3
NAUPA annual meeting,
2002.
3
PPTS Advisory Panel,
2002 Sept 27.
3
Institute for Political Leadership,
2002 Oct.
3
Treasury Notes - Civil War letter and Confederate money,
1992-2002.
3
Inquiries from students,
1995-1997.
3
Correspondence,
1999 Oct-Nov.
3
Conflict of Interest - Correspondence,
1998-2004.
3
Statements of Economic Interest - Correspondence,
1999-2003.
3
Monthly cash investments,
2002-2003.
3
Thank you letters,
2002.
3
Treasury legislation,
2002.
4
Constituent correspondence,
2002.
4
Office of the Attorney General,
2002.
4
Sales tax revenue bonds,
2002.
4
Rating Agency correspondence,
2002.
4
Virginia Public School Authority,
2002.
4
Debt Management,
2002.
4
Operations,
2002.
4
Senior Staff Retreat,
2002.
4
Risk correspondence,
2002.
4
Job Enrichment Team (JETS),
2002.
4
Human Resources - Work profiles,
2002.
4
History of the Treasury - Inventory,
undated.
4
Rating Agency presentation,
2001.
4
Agency Head meeting,
2002 Apr.
4
Agency Retreat,
2001 June.
4
Virginia Retirement System,
2003-2004.
5
Virginia Executive Institute,
2004.
5
Anderson Claims Bill,
2003.
5
Jeffrey David Cox - Motion for judgment,
2003.
5
Lambert, et al v. Commonwealth,
2002.
5
Metromedia Fiber Network v. SCC and Clinton Miller,
2003.
5
Minh Ly v. SCC,
2003.
5
Virginia Property / American Eagle,
2003.
5
Jerry Falwell litigation against SCC and Chairman Clinton Miller,
2003.
5
Federal Election Commission,
2002.
5
Hampton Roads Planning District Commission,
2003.
5
Dept. of Minority Business,
2003.
5
Neighborhood Assistance Act,
2003.
5
Pension Obligation Bonds,
2002.
5
Public Private Education Facilities and Infrastructure Act,
2002.
5
Public Private Education Facilities and Infrastructure Act,
2002-2003.
5
Public Private Education Facilities and Infrastructure Act - Technology,
2003.
5
Public Private Education Facilities and Infrastructure Act - Model Procedures,
2002.
5
Price Waterhouse,
2002.
5
Public Finance - Fitch Rating,
2002.
5
Presentation - Senate Finance Committee,
2002.
5
Securities Lending,
2002.
5
Dept. of Social Services,
2003.
5
S and P bill,
2003.
5
Strategic Planning,
2003.
5
State Treasurers,
2003.
5
Technology Certification - It Data Collection for Due Diligence,
2002.
5
United Nations Day Commission,
2002.
5
U.S. Maps,
undated.
5
Virginia Resources Authority,
2002.
5
Virginia Retirement System,
2002.
5
Virginia Small Business and Networking Options,
2003.
5
Virginia Veterans Care Center,
2003.
5
Virginia Executive Institute Alumni Association,
2003.
5
Mitchell Organization Presentation,
2005.
5
Legislation,
2004.
5
Legislation - HB 106 Capitol Repair Improvements,
2004.
5
Legislation - SB 358 Henry Ridge,
2004.
5
Legislation - SB 601,
204.
5
Budget, Budget Amendments and Budget Reductions (2004-2006),
2003-2004.
5
First Southwest,
2003-2004.
5
Girls State / Women in Government,
2004.
6
Norfolk Southern / Rail info,
2003.
6
Agency Acomplishements during the Warner Administration,
2004.
6
Treasury Management Conference,
2004.
6
Personnel - Leave policies,
2002.
6
Proposal - Central Mail Service,
2003-2005.
6
SWAM meeting with Leighy,
2005.
6
SWAM 3rd Quarter Report,
2004.
6
Constituent Services,
2004.
6
General Assembly - Session Procedures,
2004.
6
Inbound 800 Voice Services,
2003.
6
Office of the Attorney General - Brands listed under manufactured under the MSA,
2003-2004.
6
Dept. of Accounts - Small purchase charge card underutilization,
2003-2004.
6
Monthly Expense Reports,
2002.
6
Statistic information,
2002.
6
Bond Markent Foundation - State Treasurer's Gateway Initiative,
2004.
6
National Association of State Treasurers Foundation,
2004.
6
Presentation - College Leaders Program / Treasury Overview and Mission,
2004.
6
Financial Literacy,
2004.
6
Virginia 21,
2003-2004.
6
Pension Bonds - Fitch Ratings,
2002-2003.
6
Vince Carpenter presentation,
2004.
6
Monthly cash investments,
2003-2004.
6
Executive Women's Forum,
2004.
6
Audit - Conservation and Recreation,
2003.
6
Libor historical rates,
2004.
6
Securities Lending,
2003-2004.
6
Securities Lending - 3rd Party,
undated.
6
BBB names,
2005.
6
Wachovia - Pay Access Card,
2003.
6
Wachovia - Check Clearning Act for the 21st Century,
2003-2004.
6
Roundtable meeting,
2005.
6
Pocahontas Parkway - Debt,
2005.
6
Check Reduction Project / Virginia Bankers Association,
2004.
6
Phillip Morris,
2004.
6
Chartered Universities - HB 1359 and SB 368,
2004.
6
Rainy Day Fund,
2004.
6
Virginia Biotech Research Park Authority,
2004.
6
Charter School Proposal,
2004.
6
Norfolk State University - Energy,
2004.
6
UVA meeting with Alice Handy,
2004.
6
Optimal Service Group - Investment Review Policy,
2004.
6
Financial Issues and Challenges (Jody Wagner),
2004.
6
Debt Calendar,
2004.
6
Presentation to Officials from the Ministry of Finance, China,
undated.
6
Local Government Investment Pool (LGIP),
2005.
6
Miscellaneous,
2003.
6
Miscellaneous,
2004.
6
Miscellaneous,
2005.
6