Archives

2023 Biennium

2023 Biennium Budget Overview

Volume 1: Statewide Perspectives (June 2021)
Volume 1: Statewide Overview (January 2021)
2023 Biennium LFD Budget Analysis of Governor Gianforte’s Budget (Presentation PDF)
Governor’s Budget Director Alme’s Slides (January 14, 2021)
Preliminary 2023 Biennium Statewide Budget Analysis on Governor Bullock’s Budget

2023 Biennium Fiscal Overview

Estimates
- Volume 2: HJR 2 Revenue Estimates as adopted by RIC (FY 2021 – 2023)
Fiscal Reports
- Volume 2: Revenue Estimates

2023 Biennium Budget Analyses & Fiscal Reports

2023 Biennium HB 2 Narrative & Materials

General Fund Status Sheet & Revenue Updates

General Fund Status Sheet
- Status Sheet #11 (June 9, 2021)
- Status Sheet #10 (May 6, 2021)
- Status Sheet #9 (April 23, 2021)
- Status Sheet #8 (April 9, 2021)
- Status Sheet #7 (April 2, 2021)
- Status Sheet #6 (March 26, 2021)
- Status Sheet #5 (March 24, 2021)
- Status Sheet #4 (March 13, 2021)
- Status Sheet #3 (March 8, 2021)
- Status Sheet #2 (March 4, 2021)
- Status Sheet #1 (February 23, 2021)
2021 Session Status Sheet Rules
Governor Bullock’s General Fund Balance Sheet (December 15, 2020)
Revenue Updates
- FY 2021 General Fund Revenue Update #6 (June 15, 2021)
- FY 2021 General Fund Revenue Update #5 (May 10, 2021)
- General Fund Revenue Forecast Update #3 (House Tax Committee, March 19, 2021)
- General Fund Revenue Forecast Update #3 (Legislative Leadership, March 18, 2021)
- General Fund Revenue Forecast Update #2 (February 22, 2021)
- General Fund Revenue Forecast Update #1 (January 25, 2021)
ARPA Rules Update
Revenue Forecast
LFD Revenue Estimate Summary & Comparison to the Executive
HJR 2 Revenue Estimates as adopted by RIC (Fiscal Years 2021 – 2023)

2023 Biennium Subcommittee Materials

2023 Biennium Appropriations Subcommittees
Section A & Section F
Section B & Section D
Section C & Section E

Other 2023 Biennium Materials

Agendas
- Select Committee on HB 632 Federal Stimulus Implementation
- General Government and Long-Range Planning Subcommittee (Sections A & F)
- Health & Human Services, Judicial Branch, Law Enforcement & Justice Subcommittee (Sections B & D)
- Education & Natural Resources Subcommittee (Sections E & C)
Bill Summary by Topic
- Health and Human Services Legislation
- Economic Affairs Legislation
- Education Legislation
  - Higher Education
  - OPI-K-12
- Law and Justice Legislation
- Local Government Legislation
- Natural Resource Legislation
- Tax Legislation
- State Administration & Veterans’ Affairs Legislation
- State-Tribal Relations Legislation
- Transportation Legislation

Senate Finance & Claims Committee Hearing Materials
- HB 632 Summary SFC Amendment 003
- ARPA Funds Appropriated into Long-Range Bills via HB 632
House Appropriations Committee Hearing Materials
- Department of Commerce Broadband Deployment Task Force Proposal (March 17, 2021)
- HB 632 Materials
  - ARPA Rules Update
  - COVID Funding Summaries
  - HB 632
    - HB 632 Categories (March 24, 2021)
    - HB 632 Amendment Draft: Communication & Economic Stabilization (HB 632.1.6)
    - HB 632 Amendment Draft: Education (HB 632.1.1)
    - HB 632 Amendment Draft: Health (HB 632.1.8)
    - HB 632 Amendment Draft: Health (HB 632.1.7)
    - HB 632 Amendment Draft: Health (HB 632.1.3)
    - HB 632 Amendment Draft: Infrastructure (HB 632.1.2)
    - HB 632 Amendment Draft: Other Provisions (HB 632.1.5)
    - HB 632 Montana University System Projects (March 24 Addendum)
Select Committee Materials
Requested Information

2021 Biennium

2021 Biennium Budget Analysis

Volume 1: Statewide Perspectives
Section A
- Commissioner of Political Practices l Profile
- Consumer Counsel l Profile
- Department of Administration l Profile l Appendix
- Department of Commerce l Profile l Appendix
- Department of Labor & Industry l Profile l Appendix
- Department of Military Affairs l Profile
- Department of Revenue l Profile l Appendix
- Governor’s Office l Profile l Appendix
- Legislative Branch l Profile l Appendix
- Secretary of State l Profile
- State Auditor l Profile l Appendix
Section B
- Department of Public Health & Human Services | Profile | Appendix
Section C
- Department of Agriculture | Profile | Appendix
- Department of Environmental Quality | Profile | Appendix
- Department of Fish, Wildlife & Parks | Profile | Appendix
- Department of Livestock | Profile | Appendix
- Department of Natural Resources & Conservation | Profile | Appendix
- Department of Transportation | Profile | Appendix
Section D
- Department of Corrections | Profile | Appendix
- Department of Justice | Profile | Appendix
- Judicial Branch | Profile | Appendix
- Office of the State Public Defender | Profile | Appendix
- Public Service Commission | Profile | Appendix
Section E
- Board of Public Education | Profile
- Commissioner of Higher Education | Profile | Appendix
- Montana Arts Council | Profile
- Montana Historical Society | Profile | Appendix
- Montana State Library | Profile | Appendix
- Office of Public Instruction | Profile | Appendix
- School for the Deaf & Blind | Profile | Appendix
Section F
- Long-Range Planning | Appendix

2021 Biennium Fiscal Reports

2021 Biennium HB 2 Narrative & Materials

HB 2 Materials
- HB 2
- House
  - House Floor Action Plan
  - House Floor Action (All Funds, March 19, 2019)
  - House Appropriations Committee Action (All Funds, March 11, 2019)
  - House Appropriations Committee Action (General Fund, March 11, 2019 – No Change as of House Floor Action, March 19, 2019)
  - House Appropriations Passed Amendments
- Senate
  - Senate Floor Action (General Fund and All Funds, April 4, 2019)
  - Senate Finance & Claims Action (General Fund & All Funds, March 28, 2019)
  - Senate Finance & Claims Amendments Passed
- FTE Vacancies
- Free Conference Committee Action Plan
HB 2 Narrative
- HB 2 Narrative Summary (all sections of government)
- FTE Report
- Section A Overview
- Section B Overview
- Section C Overview
- Section D Overview
- Section E Overview
Amendments to HB 2 Companion Bills
- SB 352 (Generally Revise Laws Related to the State Budget)
  - SB035255-APM (Creating a Montana School-Ready Pre-School Program)
  - SB035267-APM (Providing “Bridge” Funding for Certain Pre-School Programs)
  - SB035297-APM (Creating the Montana School-Ready Pre-School Program)
  - SB035298-APM (Creating a Department of Early Childhood)
  - SB035201.AJC (Formation of Economic Investments)
  - SB035202.AJC (Unedited Draft – Public Defender Contribution Task Force)
  - SB035203.AJC (Unedited Draft – Public Defender Costs)
  - SB035204.AJC (Transfer)
  - SB035219.AJC (Draft Combination of 4/24/2019 Executive Action Amendments)
  - SB035275.AJJ (“Removing Resident Motor Vehicle Registration Fees from Aquatic Invasive Species Funding”)
  - SB035289.AJJ (Coordination Instruction)
  - SB035290.AJJ (Transferring Funds)
  - SB035292.AJJ (Providing Legislative Intent)
  - SB035293.AJJ (Coordination)
  - SB035295.AJJ (Legislative Intent)
- Previous SB 352 Amendments (presented at House Appropriations Committee)
  - SB035201.ASC (Providing for Temporary Supplemental State General Fund Contributions)
  - SB035201.AJJ (Providing Legislative Intent; Providing Amendments)
  - SB035266.AJJ (Unedited Draft – Providing Appropriations to Cat & Dog Bills)
- HB 662 (Implement Provisions of HB 2, Section E – Education)
  - HB066201.AJJ (Revising Allocation of Appropriations for K-12 Career & Vocational/Technical Education)
- HB 669 (Implement the Provisions of Section B of the General Appropriations Act)
  - HB066920.AJJ (Allowing Governor to Authorize a Supplemental Appropriation Transfer)
  - HB066921.AJJ (Temporarily Reducing the Physician Reimbursement Rate)
- HB 670 (Implement the Provisions of HB 2, Section B – Health & Human Services)
  - HB067001.AJJ (Providing for a Provider Rate Increase)
  - HB057010.AJJ
- HB 684 (Implement Provisions of HB 2, Section D – Subcommittee on Justice System)
  - HB068421.AJJ (Revising Rulemaking Authority Regarding Correctional Facilities)
  - HB068424.AJJ (Transfers)
  - HB068426.AJJ (This Amendment Removes the Provision that the POST Council Shall Supervise the POST Bureau Chief)
  - HB068427.AJJ
  - HB068440.AJJ (Providing Fund Transfers)
  - HB068441.AJJ (Drug Treatment Court Structure)
- HB 685 (Implement Provisions of HB 2, Section D – Judiciary, Law Enforcement, Justice)
  - HB068501.ARW (Generally Revising Laws Regarding Driving Under the Influence)
- HB 688 (Implement Provisions of HB 2, Section A – General Government)
  - HB068801.AJJ (Amending Section 28, Chapter 6, Special Laws of November 2017)
  - HB068803.AJJ (Amending Section 28, Chapter 6, Special Laws of November 2017)
20-Year History of Agency Expenditures (September 2019)
- All Agencies
20-Year History of Agency Expenditures (December 2019)
- All Agencies

2021 Biennium Subcommittee Materials

Other 2021 Biennium Materials

HB 715 Study
- Revenue
- Public Safety
  - NCSL Public Safety Breakout
  - Corrections Facility Costs per Day
  - 20-Year Expenditure History for:
- Infrastructure
  - State & Local Infrastructure
- Pensions
  - Pension Overview – Preflight Briefing
  - PERS Funding History Numbers Table
  - Funding Policy & Montana’s Public Pensions
  - Montana’s Public Pensions: Where We’ve Been (November 2018)
  - Green Sheets (Summary of FY2018- 2019 Public Retirement System Actuarial Valuations & Summary Tables)
  - S & P Global Ratings Report
  - Brookings Public Finance Report
  - Hidden Debt, Hidden Deficits
  - Elizabeth Wiley Actuarial Risks Presentation
  - Evaluating Pension Risk (Greg Mennis, PEW)
- State Revenue
  - An Overview of Montana Taxes
  - Comments on the Montana Economy & Implications for our Tax Structure
- Health & Human Services
- Natural Resources & Environment
- Local Trends
  - Entitlement Share (HB124 or the “Big Bill” from 2001)
  - Entitlement Share Timeline
  - School Funding & Property Taxes
  - Trends in Local Government Finance
HB 715 Amendments
- HB 715 (Generally Revise Laws Related to State Finance and Provide for Fiscal Studies)
  - HB071503.ASB (“(3) If the legislative council approves and requests the appointment of additional members to the interim committees pursuant to 5-5-211, for the biennium beginning July 1, 2019, there is appropriated $65,000 from the general fund to the legislative services division.”)
  - HB071572.AJJ (Unedited – Coordination Section)
  - HB071575.AJJ (Transfers & Appropriations)
  - HB071577.AJJ (Providing Legislative Intent)
  - HB071596.AJJ
  - HB071599.AJJ (Combination Amendment “Providing Fund Transfers”)
  - HB071503.ASN (“(3) The legislative fiscal division shall provide administrative staff support and fiscal analysis. The legislative services division may provide research and legal support at the request of the committee.”)

2019 Biennium

2019 Biennium Budget Analysis

2019 Biennium Fiscal Reports

2019 Biennium Revenue Estimates

General Fund Changes from 2017 Base to 2021 Governor’s Request
General Fund Revenue Process & Status Sheet Training
LFD Memo: Direct Tax Impacts of Closing Colstrip Units 1 & 2
RTIC Adopted Revenue Estimates (Fiscal Years 2019, 2020 & 2021)
General Fund Revenue Summary
- General Fund Revenue Forecast Update #4 (April 17, 2019)
- General Fund Revenue Forecast Update #3 (March 20, 2019)
- General Fund Revenue Forecast Update #2 (Feb. 21, 2019)
- General Fund Revenue Forecast Update #1 (Jan. 21, 2019)
Year-to-Date General Fund Revenue Summary
- FY 2019 General Fund Revenue Update #4 (April 2, 2019)
- FY 2019 General Fund Revenue Update #3 (March 1, 2019)
- FY 2019 General Fund Revenue Update #2 (Feb. 4, 2019)
- FY 2019 General Fund Revenue Update #1 (Jan. 7, 2019)
General Fund Status Sheet Updates
- General Fund Status Sheet Rules
- Governor’s Proposed 2021 Biennium Balance Sheet
- State General Fund: Where it Comes From and Where it Goes
- General Fund Revenue Process & Status Sheet Training
- General Fund Status Sheet #8 (April 19, 2019)
- General Fund Status Sheet #7 (April 13, 2019)
- General Fund Status Sheet #6 (April 6, 2019)
- General Fund Status Sheet #5 (March 30, 2019)
- General Fund Status Sheet #4 (March 23, 2019)
- General Fund Status Sheet #3 (March 14, 2019)
- General Fund Status Sheet #2 (March 1, 2019)
- General Fund Status Sheet #1 (February 25, 2019)

2017 Biennium

2017 Biennium Budget Analysis

2017 Biennium Fiscal Reports

2015 Biennium

2015 Biennium Budget Analysis

2015 Biennium Fiscal Reports

Fiscal Year 2024

Section A
- Legislative Branch
  - Q1 I Q2 I Q3 I Q4
- Montana Consumer Counsel
  - Q1 I Q2 I Q3 I Q4
- Governor’s Office
  - Q1 I Q2 I Q3 I Q4
- Secretary of State
  - Q1 I Q2 I Q3 I Q4
- Commissioner of Political Practices
  - Q1 I Q2 I Q3 I Q4
- State Auditor’s Office
  - Q1 I Q2 I Q3 I Q4
- Department of Revenue
  - Q1 I Q2 I Q3 I Q4
- Department of Administration
  - Q1 I Q2 I Q3 I Q4
- Department of Commerce
  - Q1 I Q2 I Q3 I Q4
- Department of Labor & Industry
  - Q1 I Q2 I Q3 I Q4
- Department of Military Affairs
  - Q1 I Q2 I Q3 I Q4
Section B
- Department of Public Health & Human Services
  - Q1 I Q2 I Q3 I Q4
Section C
- Department of Fish, Wildlife & Parks
  - Q1 I Q2 I Q3 I Q4
- Department of Environmental Quality
  - Q1 I Q2 I Q3 I Q4
- Department of Transportation
  - Q1 I Q2 I Q3 I Q4
- Department of Livestock
  - Q1 I Q2 I Q3 I Q4
- Department of Natural Resources & Conservation
  - Q1 I Q2 I Q3 I Q4
- Department of Agriculture
  - Q1 I Q2 I Q3 I Q4
Section D
- Judicial Branch
  - Q1 I Q2 I Q3 I Q4
- Department of Justice
  - Q1 I Q2 I Q3 I Q4
- Public Service Commission
  - Q1 I Q2 I Q3 I Q4
- Office of Public Defender
  - Q1 I Q2 I Q3 I Q4
- Department of Corrections
  - Q1 I Q2 I Q3 I Q4
Section E
- Office of Public Instruction
  - Q1 I Q2 I Q3 I Q4
- Board of Public Education
  - Q1 I Q2 I Q3 I Q4
- Office of Commissioner of Higher Education
  - Q1 I Q2 I Q3 I Q4
- Montana School for the Deaf & Blind
  - Q1 I Q2 I Q3 I Q4
- Montana Arts Council
  - Q1 I Q2 I Q3 I Q4
- Montana State Library
  - Q1 I Q2 I Q3 I Q4
- Montana Historical Society
  - Q1 I Q2 I Q3 I Q4

Fiscal Year 2023

Fiscal Year End 2023

Fiscal Year 2022

Fiscal Year End 2022

Section A

Section D

Section E

FY 2022 (December 21 – February 22)

FY 2022 (July 21 – November 21)

Fiscal Year 2021

Fiscal Year End 2021

Fiscal Year 2020

FY 2020 (June 2020)

FY 2020 (March 2020)

FY 2020 (December 2019)

Fiscal Year 2019

Fiscal Year End 2019

Demographics

Montana’s Changing Demographics
- Powerpoint (Demographic Changes & Potential Impacts)
Montana Individual Income Demographics (Summary of how individual income has changed over the pasts decade & how income types differ by age)
Persistent Economic & Workforce Trends in Montana (Department of Labor & Industry Report)
Population Aging and State Taxes (Presentation by Don Boyd, Co-Director State & Local Government Finance Project, Center for Policy Research)