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Annual Comprehensive Financial Reports Order Form

 

Earlier this year GFOA published a new policy to deal with a diversity, equity, and inclusion issue that came to light with the use of the common acronym used for Comprehensive Annual Financial Reports. Effective immediately, we will discontinue use of the acronym and refer to the report as “Annual Comprehensive Financial Report” or “ACFR.”

HdL Coren & Cone is once again pleased to provide the annual GFOA Annual Comprehensive Financial Reports Statistical Section package to assist cities in preparing their Fiscal Year 2020-2021 Statistical Section information. The package offers desired information for both the GFOA and CSMFO awards programs.

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Please note, if your county is not listed here we do not currently offer the GFOA Annual Comprehensive Financial Reports Statistical Package in your area.

Your Annual Comprehensive Financial Reports Statistical Section Package costs $795 and will include:

  • Use Category Report 2020-21
  • "Where Your Tax Dollar Goes" Bar Chart
  • 2020-21 General Property Valuation
  • Ten Year Property Tax Assessed Valuation Table and Graph
  • Top 10 Property Owner Report through 6/30/21 - in Net Assessed Value Order
  • Property Value by Category for 10 Years (GASB 44 "Assessed Value and Actual Value of Taxable Property" report)
  • Direct & Overlapping Tax Rates (10 Year History where available)
  • Top 10 Property Taxpayer Report - 9 Years Ago (2011-21) - in Net Assessed Value Order
  • Direct & Overlapping Debt Schedule 2020-21 (through 6/30/2021)
  • Direct & Overlapping Debt Schedule 2011-12 (through 6/30/2012)
  • Demographic and Economic Statistics Report for 2020
  • 3 Year Single-Family Residential Sale History

Accompanying Sales Tax data provided to HdL Sales Tax Clients at no charge 

  • Sales Tax by Category (10 Year History)
  • Sales Tax Producers Current Year and 9 Years Ago (Alphabetical)

Please review the Sample Package

Your Annual Comprehensive Financial Reports Statistical Section Package costs $795 and will include:

  • Use Category Report 2020-21
  • "Where Your Tax Dollar Goes" Bar Chart
  • 2020-21 General Property Valuation
  • Ten Year Property Tax Assessed Valuation Table and Graph
  • Top 10 Property Owner Report through 6/30/21 - in Net Assessed Value Order
  • Property Value by Category for 10 Years (GASB 44 "Assessed Value and Actual Value of Taxable Property" report)
  • Direct & Overlapping Tax Rates (10 Year History where available)
  • Top 10 Property Taxpayer Report - 9 Years Ago (2011-12) - in Net Assessed Value Order
  • Direct & Overlapping Debt Schedule 2020-21 (through 6/30/2021)
  • Demographic and Economic Statistics Report for 2020
  • 3 Year Single-Family Residential Sale History

Accompanying Sales Tax data provided to HdL Sales Tax Clients at no charge 

  • Sales Tax by Category (10 Year History)
  • Sales Tax Producers Current Year and 9 Years Ago (Alphabetical)

Please review the Sample Package

Your Annual Comprehensive Financial Reports Statistical Section Package costs $695 and will include:

  • Use Category Report 2020-21
  • "Where Your Tax Dollar Goes" Bar Chart
  • 2020-21 General Property Valuation
  • Ten Year Property Tax Assessed Valuation Table and Graph
  • Top 10 Property Owner Report through 6/30/21 - in Net Assessed Value Order
  • Property Value by Category for 10 Years (GASB 44 "Assessed Value and Actual Value of Taxable Property" report)
  • Direct & Overlapping Tax Rates (10 Year History where available)
  • Top 10 Property Taxpayer Report - 9 Years Ago (2011-12) - in Net Assessed Value Order
  • Demographic and Economic Statistics Report for 2020
  • 3 Year Single-Family Residential Sale History

Accompanying Sales Tax data provided to HdL Sales Tax Clients at no charge 

  • Sales Tax by Category (10 Year History)
  • Sales Tax Producers Current Year and 9 Years Ago (Alphabetical)

Please review the Sample Package

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Terms

Carefully review the information and terms listed below, as clicking the box below constitutes your acceptance of all terms.

  • Please be advised that GASB 44 requires the inclusion of outstanding long-term general fund debt instruments including general obligation bonds whether secured by property tax or not, notes, certificates of participation (COPs), loans and capital leases of governments that overlap geographically with the government preparing the statistical information. In order for your direct and overlapping debt report to be complete, the City is required to provide the description of the debt issued and the debt balances as of June 30, 2021 for any of the above types of debt. Failure to provide this data may result in an incomplete report for submission with your statistical section.
  • Data received from the purchase of this package is not to be used in support of debt issuance or continuing disclosure statements without the written consent of HdL Coren & Cone.
  • A $100 late fee applies to all orders placed after September 15, 2021.
  • Additional reports requested will be charged according our regular fee schedule.
  • Annual Comprehensive Financial Reports Statistical Packages are delivered from mid-September 2021 through October 2021. HdL Coren & Cone will try our best to send orders out according to the time frame above. Because we are relying on county and special district data, our ability to provide reports is contingent on the timely receipt of data from those entities.
  • By clicking the box below, I confirm that I have looked at the list of reports and the sample package and I understand which reports are included in the package.
  • By clicking the box below, I agree to pay the price of the package when invoiced.

Terms

Carefully review the information and terms listed below, as clicking the box below constitutes your acceptance of all terms.

  • Please be advised that GASB 44 requires the inclusion of outstanding long-term general fund debt instruments including general obligation bonds whether secured by property tax or not, notes, certificates of participation (COPs), loans and capital leases of governments that overlap geographically with the government preparing the statistical information. In order for your direct and overlapping debt report to be complete, the City is required to provide the description of the debt issued and the debt balances as of June 30, 2021 for any of the above types of debt. Failure to provide this data may result in an incomplete report for submission with your statistical section.
  • Data received from the purchase of this package is not to be used in support of debt issuance or continuing disclosure statements without the written consent of HdL Coren & Cone.
  • A $100 late fee applies to all orders placed after September 15, 2021.
  • Additional reports requested will be charged according our regular fee schedule.
  • Annual Comprehensive Financial Reports Statistical Packages are delivered from mid-September 2021 through October 2021. HdL Coren & Cone will try our best to send orders out according to the time frame above. Because we are relying on county and special district data, our ability to provide reports is contingent on the timely receipt of data from those entities.
  • By clicking the box below, I confirm that I have looked at the list of reports and the sample package and I understand which reports are included in the package.
  • By clicking the box below, I agree to pay the price of the package when invoiced.

Terms

Carefully review the information and terms listed below, as clicking the box below constitutes your acceptance of all terms.

  • Data received from the purchase of this package is not to be used in support of debt issuance or continuing disclosure statements without the written consent of HdL Coren & Cone.
  • A $100 late fee applies to all orders placed after September 15, 2021.
  • Additional reports requested will be charged according our regular fee schedule.
  • Annual Comprehensive Financial Reports Statistical Packages are delivered from mid-August 2021 through October 2021. HdL Coren & Cone will try our best to send orders out according to the time frame above. Because we are relying on county and special district data, our ability to provide reports is contingent on the timely receipt of data from those entities.
  • By clicking the box below, I confirm that I have looked at the list of reports and the sample package and I understand which reports are included in the package.
  • By clicking the box below, I agree to pay the price of the package when invoiced.

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Please Complete the Order Form

All entries with an asterisk (*) are required.

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Please be advised that GASB 44 requires the inclusion of outstanding long-term general fund debt instruments including general obligation bonds whether secured by property tax or not, notes, certificates of participation (COPs), loans and capital leases of governments that overlap geographically with the government preparing the statistical information. In order for your direct and overlapping debt report to be complete, the City is required to provide the description of the debt issued and the debt balances as of June 30, 2021 for any of the above types of debt. Failure to provide this data may result in an incomplete report for submission with your statistical section. You may provide any necessary details about the debt in the Description of Indebtedness answer.

Please be advised that GASB 44 requires the inclusion of outstanding long-term general fund debt instruments including general obligation bonds whether secured by property tax or not, notes, certificates of participation (COPs), loans and capital leases of governments that overlap geographically with the government preparing the statistical information. In order for your direct and overlapping debt report to be complete, the City is required to provide the description of the debt issued and the debt balances as of June 30, 2021 for any of the above types of debt. Failure to provide this data may result in an incomplete report for submission with your statistical section. You may provide any necessary details about the debt in the Description of Indebtedness answer.

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Note: You must enter an amount in the Outstanding Tax-Override Debt Amount field for your order to be accepted. If you have no outstanding debt, enter 0 (zero) for the amount (for zero amounts you may use the text None for the Description of Indebtedness).

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