Who is involved with this process
Introduction to debt
- Introduction to Municipal Debt (Video)
Borrowing procedures
- A Deeper Dive Into Municipal Debt - Accounting for debt and surplus proceeds/abandoned projects (Video)
- A Deeper Dive Into Municipal Debt - Borrowings subject to debt exclusion approval (Video)
- A Deeper Dive Into Municipal Debt - Full Video (Video)
- A Deeper Dive Into Municipal Debt - Introduction and overview (Video)
- A Deeper Dive Into Municipal Debt - Municipal borrowing authority (Video)
- A Deeper Dive Into Municipal Debt - Voting to borrow (Video)
- Borrowing: Purposes and Procedures (IGR 2022-2: Borrowing) (PDF)
- Guidelines: Municipal Finance Provisions of the Community Preservation Act (CPA) (IGR2019-14) (PDF)
- Premiums and Surplus Proceeds for Proposition 2½ Excluded Debt (IGR 2022-1) (PDF)
Credit ratings
Long and short-term debt
State house notes
State oversight
Capital planning
Tax exempt lease purchases (TELPs)
Financial forecasting
Reserves
Enterprise funds
Tools
- Capital Projects Request Form (PDF)
- Capital Planning and Budgeting workbook (XLS)
- Capital Improvement Planning Guide (PDF)
- Capital Targets Template (XLS)
- Debt Service Calculator (XLS)
- Debt Service Schedule (XLS)
- Financial Forecasting Template - Instructions (PDF)
- Financial Forecasting Template (XLS)
- Tax Impact Calculator (Databank report)