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Office of the State Comptroller - Local Government & School Accountability

Local Government and School Accountability

Multiyear Financial Planning

A Tutorial for Local Government Officials

The OSC Multiyear Planning Templates

Simple OSC Multiyear Planning Template for Counties, Cities, Towns and Villages / Template [.xls]

This template is for local governments that have not previoulsy been doing financial planning and wish to create a simple but effective multiyear plan. It has worksheets for the general fund, operating funds, and levey and employement. the template may be modified with additional funds, graphics and detail as needed by the user.

Simple OSC Multiyear Planning Template for School Districts / Template [.xls]

This template is for school districts that wish to create a simple but effective multiyear plan. It has been optimized for the school accounting format. The template may be modified with additional graphics and detail as needed by the user.

OSC Multiyear Planning Template for Cities under Aid and Incentives for Municipalities (AIM) / Template [.xls]

This template is designed for cities that need to conform to the requirements of the Aid and Incentives for Municipalities (AIM) legislation. It has worksheets for the general fund, water fund, sewer fund nand real property taxes, and also includes useful graphics. The template may be modified with additional funds, graphics and detail as needed by the user.

OSC Fiscal Performance Plan Template for Cities / Template [.xls] -- Narrative Forms [.doc]

This template was designed for cities that needed to create a Fiscal Performance Pan in order to conform to the requirements of the Aid and Incentives for Municipalities (AIM) legislation. These plans are not currently required for any cities, but this template is included here for any municipality that wishes to include performance measurement in its financial planning process. In addition to the worksheets included in the AIM multiyear plan template, it has worksheets and narrative forms for Fiscal Improvement Plans and fiscal Accountability Reports. The template may be modified with additional fund, graphics and detail as needed by the user.

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