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Tuesday, May 21, 2013

CITY RELEASES FIRST-EVER COMPREHENSIVE ANNUAL FINANCIAL REPORT




SOMERVILLE – Mayor Joseph A. Curtatone announced today the newest addition to the City of Somerville’s open government and cost-saving initiatives. The City has compiled its first-ever Comprehensive Annual Financial Report (CAFR), which presents a complete accounting of all government funds, investments, and operating activities. The CAFR complements the annual City budget by providing more detailed demographic and statistical information, as well as annual budget comparisons to help the reader better understand the financial condition of the City. The CAFR also has the potential to improve the City’s bond rating, which would reduce the cost of interest payments for the City over time.

The development of the CAFR is a significant continuation of Mayor Curtatone’s ongoing efforts to maintain open, transparent government. It contains information on real property and other fixed assets, long-term obligations, and investments held outside the government treasury. The CAFR also provides information that is used by investment companies such as Moody's Investors Services and Standard and Poor’s Corporation to determine the City’s fiscal integrity and set bond rates. By developing a CAFR, the potential for the City to improve its already high bond rating will increase. Currently, Somerville’s bond rating as determined by Moody’s is Aa2, the third highest rating. Moving to a higher bond rating would reduce borrowing costs for the City, which would eventually create savings on interest payments.

The 120-page City document, available at www.somervillema.gov/departments/finance, includes three sections: (1) Introduction, including a summary and transmittal letter; (2) Financial, including an independent auditor’s report, management discussion and analysis, financial statements and notes; and (3) Statistical, including additional financial, economic, and demographic information.


“We need more transparency and accountability in government so that people know how their money is being spent,” said Mayor Curtatone. “The CAFR is a thorough accounting to the citizens of Somerville on the use of public resources and funds. It assists users in assessing the level of services the government can provide and its ability to meet its obligations. At the same time, I’ve made smart cost savings and efficient delivery of services a central goal of my administration, and if an open government initiative also has the potential to reduce costs, this is a true win-win for the City.”

The CAFR also highlights interesting trends within City finances, displaying increases in the City’s fund equity, as well as detailing debt financing. The City’s fund equity, the difference between the City’s assets and liabilities, has been increasing dramatically over the last decade, going from just over $10 million in 2002 to over $40 million in 2013.  This is the key indicator that financial and lending institutions measure when determining the financial strength of a City. 



1 comment:

  1. I hope the CAFR will reveal any derivative exposure Somerville has. Such as Interest Rate Swaps - OTC derivatives that bankrupt municipalities (like Jefferson County, AL) sold by main line investment banks.

    This is "imaginary, IOU, toxic debt" that banksters feed off of. I'll be reading the CAFR and I hope Somerville is free of this garbage.

    When will Mass step up and follow North Dakota's lead and establish their own bank, which will issue bonds to Somerville, without Wall Street or State Street being involved? Why should S&P or Moody's analysts have any say in Somerville's debt rating - when they don't even live here? Bring on a Bank of the Commonwealth and remove these parasites from the picture all together.

    These are serious issues[rigged casino derivatives and municipal bonds sold by Wall/State St], bankrupting many local and state governments nationwide.

    I'm fine with debt, as long as it's not from the loan sharks! ESP Interest Rate Swap derivatives in light of the LIBOR interest rate rigging scandal unfolding in England and New York. The banks would sell swaps, then conspire to raise the rates in the other direction!

    Liz Warren, when are you going to send these criminals in NY/DC to jail????

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