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Library of Virginia
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Processed by: Maria Shellman
Privacy protected and confidential information is restricted from public access for 75 years per Code of Virginia 42.1-78. Restricted documents have been sealed within the collection. Types of records restricted include, but are not limited to: state income tax returns and workers' compensation reports.
There are no restrictions.
Records of the Virginia Secretary of Finance, 2017-2022 (bulk 2018-2021). Accession 53509, State government records services, The Library of Virginia, Richmond, Va.
Transferred on 7 January 2022 by the Virginia Office of the Secretary of Finance, 1111 East Broad Street, Richmond, VA 23219.
In 1970, the Governor's Management Commission Study recommended the creation of six "Deputy Governors" assist the Chief Executive in his managerial duties, compatible functions of government were grouped under these administrative heads, who would serve as the Governors top management team or "secretariats," as they are called now. The General Assembly in 1972 created six Secretariats positions initially. As government reorganized, that number fluctuated when government agencies expanded or consolidated.
Since the establishment of a secretarial system in 1972, there have been several reorganizations of that system. The financial management function of the state has shifted from under the direction of the Secretary of Finance to the Secretary of Administration; then to Secretary of Administration and Finance and currently back to the Secretary of Finance, through various reorganizations of state government from 1970's to the present. The function of the secretary is to provide sound fiscal management and recommend to the Governor a comprehensive budget for those agencies under his jurisdiction. The secretary's responsibilities are: to monitor programs, services and performance of subordinate state agencies to develop state policies programs for long-range planning and policy formulation; and approve solicitation or acceptance of any donations, gifts or grants; to hold agency heads accountable for their agency's administrative, fiscal and program performance. All secretaries are appointed by the governor and serve at his will.
During the administration of Governor Ralph Northam (2018-2022), the Secretary of Finance was responsible for the direction or jurisdiction over the following agencies and boards: Dept. of Accounts, Dept. of Planning and Budget; Dept. of Taxation, Department of the Treasury, the Virginia Resources Authority, and the Virginia Board of Accountancy.
Governor Ralph Northam appointed former Secretary of Transportation Aubrey Layne Jr. to serve as Secretary of Finance. Upon Layne's resignation in June 2021, Governor Northam appointed Joe Flores as secretary. Flores served until the end of Governor Northam's Administration in 2022.
Records, 2017-2022, of Secretary of Finance Aubrey Layne Jr. and Secretary of Finance Joe Flores during the administration of Governor Ralph Northam. The collection is housed in 22 boxes and includes budget and financial presentations, decision briefs, revenue reports, correspondence, and Secretary of Finance department subject files. Information on the COVID-19 pandemic; Coronavirus Aid, Relief, and Economic Security (CARES) Act funds; American Rescue Plan Act (ARPA) funds; and other coronavirus relief funds can be found throughout the collection.
This collection is arranged into the following series:
Series I. Joint Money Committee Files, 2018-2021; Series II. Decision Briefs, 2017-2022; Series III. Revenue Reports, 2018-2021; Series IV. Correspondence and Subject Files, circa 2018-2022.Series I: Joint Money Committee Files, created and maintained by Secretary of Finance Aubrey Layne Jr. and Secretary of Finance Joe Flores, during the administration of Governor Ralph Northam. This series contains presentations to the Joint Money Committee and their cited reports. Topics include state budget, revenue reports, tax impact assessments, and fiscal trends and forecasts. Only the electronic file is available for the December 2021 Joint Money Committee presentation.
Arranged chronologically.
Series II: Decision Briefs, created and maintained by Secretary of Finance Aubrey Layne Jr. and Secretary of Finance Joe Flores, during the administration of Governor Ralph Northam. This series contains decision briefs and Secretary of Finance recommendations regarding state finances, including agency requests, coronavirus relief funds, transportation projects, environmental conservation, education programs, and economic development, among others.
Arranged chronologically by month.
Series III: Revenue Reports, created and maintained by Secretary of Finance Aubrey Layne Jr. and Secretary of Finance Joe Flores, during the administration of Governor Ralph Northam. This series contains economic and revenue update briefing presentations and reports including information and charts on tax collection, economic indicators, revenue analysis, general fund changes, and economic forecasts.
Arranged chronologically.
Series IV: Correspondence and Subject Files, created and maintained by Secretary of Finance Aubrey Layne Jr. and Secretary of Finance Joe Flores, during the administration of Governor Ralph Northam. This series contains department subject files, correspondence, financial statements, and meeting notes. The department subject files contain reports, memorandums, and requests from the departments and boards overseen by the Secretary of Finance. Correspondence includes constituent correspondence on subjects such as tax and state budget concerns, outgoing correspondence relating to state financial actions, and thank you notes.
Arranged by its original order.