Finance Department

The mission of the Finance Department is to support the Town and its departments by providing high quality financial, accounting, and administrative services, so that they can perform their missions more efficiently, effectively, and innovatively, both now and in the future.

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Sudbury receives a Certificate of Achievement for Excellence in Financial Reporting
Sudbury receives a Certificate of Achievement for Excellence in Financial Reporting. Finance Department given an Award of Financial Reporting Achievement (AFRA). See enclosed Press Release for further details.
(Posted: Tuesday, May 21, 2013)
Town of Sudbury issues RFP for Tax Assessment Services
Town of Sudbury issues RFP for Tax Assessment Services for FY14-FY16.
(Posted: Tuesday, May 14, 2013)
FY14 As Appropriated Budget Summary for Enterprises
(Posted: Wednesday, May 8, 2013)
FY14 As Appropriated Budget Summary for General Fund
(Posted: Wednesday, May 8, 2013)
FY 2013 Information
For information on FY 2013 valuations and appeals please read more:
(Posted: Monday, December 31, 2012) Load more...
FY 2013 Tax Rates Residential: $17.99 CIP: $23.52
The Residential Tax Rate is certified at: $17.99/$1,000 of assessed value and the Commercial/Industrial/Personal Property Tax Rate has been certified at: $23.52/$1,000 of assessed value.
(Posted: Friday, December 21, 2012) Load more...
FY12 Consolidated As Appropriated Budget Book Online
View the complete FY12 Consolidated As Appropriated Budget online. 242 pages of FY12 budget detail, historical data and trends, Organizational facts, and financial outlook.
(Posted: Wednesday, September 28, 2011) Load more...
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Budget | Expand

Title Description Info
FY09 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 30, 2008
29.58 KB
FY10 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. September 4, 2009
13.37 KB
FY11 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.

 August 31, 2010
5.96 KB
FY12 Budget Hearing Introduction (FinCom) February 11, 2011
82.05 KB
FY12 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. September 28, 2011
4502.09 KB
FY13 Town of Sudbury Budget and Financing Plan October 5, 2012
2978.73 KB
FY13-FY15 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.

 September 28, 2011
325.50 KB
FY14 As Appropriate Budget Summary for General Fund May 8, 2013
13.39 KB
FY14 As Appropriated Budget Summary for Enterprise Funds May 8, 2013
10.10 KB
FY14 Budget Presentation to FinCom 7Feb2013 February 12, 2013
1714.82 KB
FY14 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. February 4, 2013
12030.77 KB
FY14 Revenue Forecast February 11, 2013
722.27 KB

Finance Committee | Expand

Title Description Info
FY13 FinCom Budget Hearings February 14, 2012
11.87 KB

Information | Expand

Title Description Info
What is Free Cash? A primer & DLS discussion about Free Cash May 7, 2013
113.59 KB

Press Release | Expand

Title Description Info
CAFR Award FY12 Statements May 21, 2013
34.46 KB

Reports | Expand

Title Description Info
ATM FY12 MGL 53 E1/2 Revolving Funds Report May 8, 2012
271.99 KB
FY12 Q1 MGL 53E 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. October 25, 2011
78.83 KB
FY12 Q2 MGL 53E 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. January 24, 2012
68.19 KB
FY12 Q3 MGL 53 E1/2 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 2, 2012
67.65 KB
FY13 Q1 MGL 53E 1/2 Revolving Funds Report January 8, 2013
68.83 KB
FY13 Q2 MGL 53E 1/2 Revolving Funds Report January 8, 2013
68.51 KB
FY13 Q3 MGL 53E 1/2 Revolving Funds Report April 5, 2013
67.69 KB
Residential Exemption Report November 2011 Assessors Report to Board of Selectmen November 2, 2011
3414.49 KB
Sudbury's Strategic Financial Planning Report Apr 2013 May 14, 2013
0.20 KB
Town of Sudbury Credit Rating 11-2011 December 1, 2011
422.40 KB
Town of Sudbury Credit Rating 3-2013 April 5, 2013
292.24 KB

Reports - Financial Statements | Expand

Title Description Info
Sudbury Audit Financials FY04 May 12, 2009
495.12 KB
Sudbury Audit Financials FY05 May 12, 2009
1618.66 KB
Sudbury Audit Financials FY06 May 12, 2009
507.77 KB
Sudbury Audit Financials FY07 May 12, 2009
2802.70 KB
Sudbury Audit Financials FY08 May 12, 2009
1805.20 KB
Sudbury Audit Financials FY09 May 28, 2010
3236.83 KB
Sudbury Audit Financials FY10 April 13, 2011
3306.55 KB
Sudbury Audit Financials FY11 April 27, 2012
3296.17 KB
Sudbury Audit Financials FY12 CAFR February 28, 2013
4446.73 KB

Reports - Historic | Expand

Title Description Info
1957 Finance Committee Report Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. April 30, 2013
807.20 KB
1958 Finance Committee Report Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. April 30, 2013
918.05 KB
1959 Finance Committee Report Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. April 30, 2013
785.60 KB
1960 Finance Committee Report Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. April 30, 2013
879.30 KB
1961 Finance Committee Report Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. April 30, 2013
799.21 KB
1962 Finance Committee Report Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. April 30, 2013
1400.90 KB
1963 Finance Committee Report Report includes Warrant Articles for Annual Town Meeting and Finance Committee's Recommendations and Budget. April 30, 2013
1233.18 KB

RFP (Request for Proposal) | Expand

Title Description Info
RFP for Tax Assessment Services FY14-FY16 May 14, 2013
23.67 KB

Town Meeting | Expand

Title Description Info
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
1964.77 KB
FY12 Town Budget as of ATM 5/2/2011 May 9, 2011
17.48 KB
FY12 Town Budget Summary as Appropriated at ATM 5-2-2011 May 9, 2011
877.15 KB
FY13 Financial Summary Handout at ATM 5-7-2012 May 9, 2012
42.25 KB
FY13 Town Budget Summary as Appropriated at ATM 5-7-2012 May 9, 2012
15.54 KB
FY13 Town Meeting May 2013-MGL 53E 1/2 Revolving Funds Report May 7, 2013
68.25 KB

 

This department has 49 documents

Collector / Treasurertreasurer@sudbury.ma.us | (978) 639-3376

Name Position Office Location
Andrea Terkelsen Finance Director / Treasurer - Collector Flynn Building
Sharon Albertini Accounting Clerk Flynn Building
Sharon Baumer Accounting Clerk Flynn Building
Melinda Connor Ass't Town Treasurer/Collector Flynn Building
Peter Anderson Financial Analyst Flynn Building

Information Systemsinfosystems@sudbury.ma.us | (978) 639-3307

Name Position Office Location
Mark Thompson Technology Administrator Flynn Building
Edward Hurtig Summer Intern - Web Developer Flynn Building
Brian Powell Technical Support Specialist Flynn Building

Assessors Officeassessors@sudbury.ma.us | (978) 639-3393

Name Position Office Location
Cynthia Gerry Assistant Assessor Flynn Building
John Irish Assessing Analyst Flynn Building
Elaine Taranto Data Collector Flynn Building

Accounting Departmentaccounting@sudbury.ma.us | (978) 639-3309

Name Position Office Location
Barbara Chisholm Town Accountant Flynn Building
Jeanne Kriger Accounting Assistant/Payroll Flynn Building
Marilyn Reiman Acctg. Ass't/Accts. Payable Flynn Building
Robin Porcella Assistant Town Accountant Flynn Building
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