|
We strive to keep our friends and
clients abreast of current events and topics of
interest to help manage our local governments,
utilities and schools. Please let us know of
articles of interest that you would like to see in
future editions of footnotes.
To view a newsletter, click on the underlined
heading of the newsletter you'd like to view.
In this Newsletter:
 |
• |
 |
Build America Bonds – Are They Right For You?
|
|
|
|
County Council Budget Review Process: Can It Be Meaningful?
|
|
|
|
Grants Available For Water Treatment Energy Efficiency
|
 |
|
 |
|
August 18, 2010
In this Newsletter:
 |
• |
 |
Reductions in State Income Tax Distributions Delivery Unwelcome News for Local Governments at Budget Time
|
|
|
|
Look for Umbaugh at Fall Conferences
|
 |
|
 |
|
August 4, 2010
In this Newsletter:
 |
• |
 |
Managing Your City or Town if Tax Caps Are Here to Stay
|
|
|
|
Three Common Budgeting Myths
|
 |
|
 |
|
July 21, 2010
In this Newsletter:
 |
• |
 |
Alternative Energy Sources as Economic Development
|
|
|
|
2011 Budget Preparation - Some Helpful FAQ's
|
 |
|
 |
|
July 7, 2010
In this Newsletter:
 |
• |
 |
The Importance of Independence
|
|
|
|
|
 |
|
 |
|
June 23, 2010
In this Newsletter:
 |
• |
 |
Planning Ahead – Tax Caps May Be Here to Stay
|
|
|
|
A Strategy To Deal With Schools' Reduced Capital Project Funds
|
 |
|
 |
|
June 9, 2010
In this Newsletter:
 |
• |
 |
Planning Ahead – Tax Caps May Be Here to Stay
|
|
|
|
New Deadlines to Adjust Local Income Tax Rates for 2010
|
 |
|
 |
|
May 26, 2010
In this Newsletter:
 |
• |
 |
Is It Time To Consider Consolidation? Part 2
|
|
|
|
Effect of Successful Property Tax Appeals
|
 |
|
 |
|
May 12, 2010
In this Newsletter:
 |
• |
 |
Is It Time To Consider Consolidation?
|
|
|
|
Qualified School Construction Bond Deadline June 1st - Federal Changes Impacting Stimulus Programs
|
 |
|
 |
|
April 14, 2010
In this Newsletter:
 |
• |
 |
School Funding Flexibility – Fund Transfers
|
|
|
|
Umbaugh Receives Award from Alliance of Indiana Rural Water
|
 |
|
 |
|
March 31, 2010
In this Newsletter:
 |
• |
 |
What a Difference a Letter Makes - Ratings Really Matter
|
|
• |
|
Time Winding Down on Stimulus Act Financing Tools
|
|
|
|
Local Option Income Taxes
|
 |
|
 |
|
March 17, 2010
In this Newsletter:
 |
• |
 |
Requests for Bond Credit Rating Review from Standard and Poor's
|
|
|
|
New Disaster Recovery Grant Deadlines Approaching for Areas Affected by '08 Flooding
|
 |
|
 |
|
March 3, 2010
In this Newsletter:
 |
• |
 |
CSO Remediation and Long-Term Control Plan Funding
|
|
|
|
Looking for Ways to Save Money? Check for Refunding Opportunities on Your Outstanding Bonds
|
 |
|
 |
|
February 17, 2010
In this Newsletter:
 |
• |
 |
School Districts Respond to State Budget Cuts and Circuit Breaker Losses With Operating Referendums
|
|
|
|
|
 |
|
 |
|
February 3, 2010
In this Newsletter:
 |
• |
 |
Economic Development: Structuring It To Work For You
|
|
|
|
|
 |
|
 |
|
January 20, 2010
In this Newsletter:
 |
• |
 |
Economic Development: More Important Than Ever
|
|
|
|
Fire Territories: Deadline Extended To Levy Taxes Next Year
|
 |
|
 |
|
January 6, 2010
In this Newsletter:
 |
• |
 |
Why Revenue Projections Are So Unpredictable: Income Tax Revenue
|
|
|
|
Excited About Launching Your Long-Awaited Project? Don't Forget Bond Post-Issuance
|
 |
|
 |
|
December 23, 2009
In this Newsletter:
 |
• |
 |
Wishing You Happy Holidays
|
 |
|
 |
|
December 9, 2009
In this Newsletter:
 |
• |
 |
Why are Revenue Projections So Unpredictable? Changes in Assessed Value
|
|
|
|
Creating a Structured Investment and Banking Program
|
 |
|
 |
|
November 25, 2009
In this Newsletter:
 |
• |
 |
Why are Revenue Projections So Unpredictable?
|
|
|
|
Don't Burn Through the Deadline: Fire Territory 2001
|
 |
|
 |
|
November 11, 2009
In this Newsletter:
 |
• |
 |
State Levy Replacement Grants for Schools
|
|
|
|
Don't Burn Through the Deadline: Fire Territory 2001
|
| |
• |
|
Save Money For a Limited Time Only: Recovery Zone Bonds
|
 |
|
 |
|
October 28, 2009
In this Newsletter:
 |
• |
 |
Changes to Indiana Law Affect Approval Process for Schools and Local Government Building Projects
|
|
|
|
System Development Charges
|
| |
• |
|
Save Money For a Limited Time Only: Recovery Zone Bonds
|
 |
|
 |
|
October 14, 2009
In this Newsletter:
 |
• |
 |
Strategies for Government Efficiency: An Evolving Model for High Impact Strategic Planning
|
|
|
|
Additional Disaster Recovery Funding Announced for Areas
|
 |
|
 |
|
In this Newsletter:
 |
• |
 |
Strategies for Government Efficiency: The Process-Oriented Organization
|
|
|
|
Monitor the Economic Health of Your Large Utility Customers
|
 |
|
 |
|
September 16, 2009
In this Newsletter:
 |
• |
 |
Strategies for Government Efficiency: Strategic Planning
|
|
|
|
Tax Anticipation Warrants: Nearly a Necessity with Late Property Tax Distributions
|
 |
|
 |
|
September 2, 2009
In this Newsletter:
 |
• |
 |
Strategies for Government Efficiency: Grow Your Tax Base
|
|
|
|
A Year of Change for the Municipal Bond Market
|
 |
|
 |
|
August 19, 2009
In this Newsletter:
 |
• |
 |
Strategies for Government Efficiency: Managing Your Capital Needs
|
|
|
|
County Council Budget Review Process: Can it be Meaningful?
|
 |
|
 |
|
August 5, 2009
In this Newsletter:
 |
• |
 |
Strategies for Government Efficiency: Finding Opportunities for Cost Efficiencies
|
|
|
|
Consolidation - A Viable Option?
|
 |
|
 |
|
July 22, 2009
In this Newsletter:
 |
• |
 |
Strategies for Government Efficiency: Managing Revenues Efficiently
|
|
|
|
In the Middle of Preparing Your Budget? Some Reminders and Helpful Hints
|
 |
|
 |
|
July 8, 2009
In this Newsletter:
 |
• |
 |
Strategies for Government Efficiency: Where Did Our Taxes Go?
|
| |
• |
|
May we introduce EMMA? New Requirements for Continuing Disclosure |
 |
|
 |
|
June 24, 2009
In this Newsletter:
 |
• |
 |
Managing Your Utilities in Tough Economic Times
|
| |
• |
|
School Facility Projects Qualify For Special Funding Options Through Federal Stimulus Package |
 |
|
 |
|
June 10, 2009
In this Newsletter:
 |
• |
 |
Now Is the Time to Review Local Income Tax Rates
|
| |
• |
|
|
 |
|
 |
|
May 27, 2009
In this Newsletter:
 |
• |
 |
What Happened to My 2009 Net Assessed Value?
|
| |
• |
|
Protecting Your Maximum Levy |
| |
• |
|
Reminder - July 15 is Deadline for TIF Analysis |
 |
|
 |
|
May 13, 2009
In this Newsletter:
 |
• |
 |
The Importance of Adequate Fund Balances
|
| |
• |
|
How Did the 2009 General Assembly Affect Your Operations? |
| |
• |
|
Management Series: Property Tax Shortfalls |
 |
|
 |
|
April 29, 2009
In this Newsletter:
 |
• |
 |
Choosing The Best Matching Funds Option For Your Stimulus Projects
|
| |
• |
|
Red Flag Regulations: Enforcement Date is Almost Here |
| |
• |
|
Local Option Income Taxes |
 |
|
 |
|
April 15, 2009
In this Newsletter:
 |
• |
 |
Umbaugh Partner Colette Irwin-Knott Named To Valparaiso University Board
|
| |
• |
|
Impact Fees: Alternative Revenue For Infrastructure Funding |
 |
|
 |
|
April 1, 2009
In this Newsletter:
 |
• |
 |
Finding Matching Funds For Your Stimulus Projects
|
| |
• |
|
Notice of Final Budget Recommendations (the 1782 Notice) |
 |
|
 |
|
March 18, 2009
In this Newsletter:
 |
• |
 |
Declining Tax Revenues? What Next?
|
| |
• |
|
Municipal Annexation: Will It Generate the Revenue You Expect? |
 |
|
 |
|
In this Newsletter:
 |
• |
 |
Deadlines Looming As Stimulus Package Details Unfold
|
 |
|
 |
|
February 18, 2009
In this Newsletter:
 |
• |
 |
Economic Recovery Act: What It Could Mean for Local Infrastructure Projects
|
| |
• |
|
Ways to Develop and Monitor an Alternative Work Schedule |
 |
|
 |
|
February 4, 2009
In this Newsletter:
 |
• |
 |
Stimulus Package May Help Fund Local Infrastructure
|
 |
• |
 |
Considering an Alternative Work Week Schedule |
 |
• |
 |
Spam Alert! |
January 21, 2009
In this Newsletter:
 |
• |
 |
Looking Forward to 2009 |
December 24, 2008
In this Newsletter:
 |
• |
 |
Wishing You Happy Holidays
|
| |
|
|
|
December 10, 2008
In this Newsletter:
 |
• |
 |
Budget-Savvy Ways to Pay for Fire Protection (Part 2)
|
 |
• |
 |
Holiday Schedule |
| |
|
|
|
November 26, 2008
In this Newsletter:
 |
• |
 |
Distressed Unit Appeal – Deadline Looms
|
 |
• |
 |
Budget-Savvy Ways to Pay for Fire Protection |
 |
• |
 |
Umbaugh CPA Day of Service |
November 12, 2008
In this Newsletter:
 |
• |
 |
All Property Tax Relief LOITS are not the same - Part 2
|
 |
• |
 |
Top Ten Reasons to Form a Stormwater Utility with a User Fee System |
October 29, 2008
In this Newsletter:
 |
• |
 |
All Property Tax Relief LOITS are not the same - Part 1
|
 |
• |
 |
Salary Ordinance Adoption Dates |
 |
• |
 |
Red Flag Regulations: Deadline Extended |
October 15, 2008
In this Newsletter:
 |
• |
 |
Moody’s says HEA 1001-2008 could negatively impact Indiana local government credit
|
 |
• |
 |
Guaranteed Savings Contract - an alternative means of procurement |
|
 |