ICCSD Forecasting · unofficial analysis

Board materials triage — gold mines vs. noise

Which board documents feed the forecast — and which are noise

The merged board-packet corpus (data/raw/board_packets/, 14 meetings Jan–Jun 2026) holds ~520 documents, but only ~84 feed the cash forecast. The rest are contracts, data-privacy agreements (DPAs), MOUs, policies, and committee charters — important governance, irrelevant to cash.

This document is the extraction target list: every forecast-relevant board document, grouped by the canonical table it feeds. The classifications here are applied to the inventory via data/manual/document_classification_manual.csv (63 overrides), so document_inventory.csv reflects this triage. Regenerate the list by re-running the inventory after editing the manual file.

⚠️ Relevance is a judgment call on filenames (the PDFs aren't parsed yet). Treat this as a living shortlist — correct anything mis-bucketed, and confirm the actual contents during extraction (Phase 2).


Priority 1 — Direct cash position

The closest thing to a monthly cash read. Start extraction here.

meetingdocumenttype→ table
2026-05-12Financials as of 3.31.26 Board Mtg 5.12.26.pdfmonthly_financial_reportcash_balances
2026-04-28Financial ICCSD Monthly Close Schedule as of 4.17.26.pdfmonthly_financial_reportcash_balances / monthly_actuals
2026-02-10FY26 Quarter 2 Financial Report (1).pdfquarterly_financial_reportcash_balances / receipts_disbursements
2026-04-28PFM_Presentation_ICCSD_YTD_GenFund_Fiscal_Progress.pdfboard_financial_updatecash_balances (GF YTD)
2026-05-12PFM Presentation ICCSD YTD General Fund Fiscal Progress …board_financial_updatecash_balances (GF YTD)

Priority 2 — Monthly financial / CFO updates

One Board Financial Leadership Update per meeting, plus Interim CFO reports (ICCSD has an interim/contracted CFO — FGMK/PFM). These narrate receipts, disbursements, and risks → monthly_actuals + assumptions.

meetingdocumenttype
2026-02-10Financial Update - Feb 10 Board Meeting.pdfboard_financial_update
2026-02-24ICCSD FGMK Interim CFO.pdfcfo_update
2026-03-10Board Financial Leadership Update.pdfboard_financial_update
2026-03-24Interim Chief Financial (Officer Report).pdfcfo_update
2026-04-14Interim Chief Financial Officer Report 4.10.26 / 4.3.26.pdfcfo_update
2026-04-14Board Financial Leadership Update.pdfboard_financial_update
2026-04-28Interim Chief Financial Report 4.17.26 / 4.24.26.pdfcfo_update
2026-04-28Board Financial Leadership Update.pdfboard_financial_update
2026-05-12(Exhibit 2m) Board Financial Leadership Update – May 12, 2026.pdfboard_financial_update
2026-06-09Board Financial Leadership Update.pdfboard_financial_update

Priority 3 — Accounts payable (disbursement backbone)

36 documentsaccounts_payable.csv. Two formats of (likely) the same data: weekly BoardReport10003 runs and Accounts_Payable_Summaries. Pick one as canonical to avoid double-counting disbursements; one per meeting batch.

(Full per-meeting list is in the inventory: filter document_type = accounts_payable_report.)

Priority 4 — One-time inflows: property-sale proceeds

known_events.csv. Spring 2026 property sales with "Deposit of Proceeds to General Fund" hearings — exactly the uncertain one-time inflows the project plan flags. Properties: 1725 N. Dodge St., Hills Property, Scanlon Property, plus "Deposit of Funds" notices/affidavits.

meetingdocumenttype
2026-05-121725 N. Dodge Street – Notice of PH for Deposit of Proceeds to Generalproperty_sale_document
2026-05-12Hills Property – Notice of Public Hearing, Deposit of Proceeds to Generalproperty_sale_document
2026-05-12Scanlon Property – Conveyance of Real Property / Notice of Public Hearingproperty_sale_document
2026-04-28Affidavit and Resolution re Conveyance of Real Propertyproperty_sale_document
2026-05-26(Affidavits of Publication) Deposit of Fundsproperty_sale_document

Priority 5 — Interfund loans & short-term borrowing

interfund_loans.csv / known_events.csv. The GF→SAVE interfund loan and an Anticipated Borrowing Need memo are material to liquidity.

meetingdocumenttype
2026-01-27Resolution Approving Interfund Loan ICCSD.pdfinterfund_loan_document
2026-05-12Resolution Approving Interfund Loan GF to SAVE Iowa City CSD.pdfinterfund_loan_document
2026-03-24Interfund correction.xlsxinterfund_loan_document
2026-05-12Anticipated Borrowing Need Memo Update for 4_28.pdfboard_financial_update (short-term borrowing)

Priority 6 — Budget authority

budget_authority.csv. FY27 certified budget cycle + FY26 amendment.

meetingdocumenttype
2026-02-24FY27 Certified Budget Update / Proposed Budget Actions (2026-27)certified_budget
2026-03-24FY27 Certified Budget / Exhibit 2c – Budgetcertified_budget
2026-04-28FY27 Certified Budget Discussion / NOPA 2026-2027 Certified Budgetcertified_budget
2026-05-12FY26 Certified Budget Amendment Public Hearing Noticecertified_budget
2026-06-09Iowa City CSD FY27 Amendment.pdfbudget_amendment

Priority 7 — Forecast drivers (no document_type yet)

Relevant context, but no matching recognized document_type — left as generic_pdf, listed here so they aren't forgotten:


Noise — safe to skip (~400 docs)

Not cash-relevant: vendor contracts & invoices, data-privacy agreements (DPAs) (Clever, GearLocker, IssueBadge, HMH, VHL…), MOUs (iJAG), board policies & regulations (700 Policies, 208.R1), Financial Oversight Committee charters (these contain the word "financial" but are governance, not numbers), affidavits unrelated to fund deposits, and recycling/facility items.

The inventory leaves these as generic_pdf and the data-quality report flags them unknown_document_type — that's expected and correct.


Caveats found during triage

  1. Truncated-name twins. Some files appear both full and truncated (Interim Chief Financ.pdf vs `Interim Chief Financial Officer Report 4.10.26.pdf; FY27 Certified Budge.pdf; Board Financial lead.pdf`). Several may be duplicate copies — the duplicate detector will catch identical content; confirm any that differ.
  2. AP double-representation. Accounts_Payable_Summaries vs weekly BoardReport10003 likely cover the same disbursements — choose one canonical source per period.
  3. Property-sale cluster. Multiple Affidavit of Publication files repeat across the 05-12 and 05-26 meetings; dedupe before counting proceeds once.