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Guides & Resources
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Introduction to the Legislative Fiscal Division
(November 2024)
Fiscal Note Training
(December 2022)
Funding Your Bill
(December 2022)
Understanding State Finances
(Full Book)
Appropriations Process
HB 2 Guide
HB 2 Process
(December 2022)
Subcommittee Training: Present Law & Statewide Present Law
Subcommittee Training: Vacancy Savings
Subcommittee Training: Decision Package 1
Subcommittee Training: Decision Package 2
Subcommittee Training: Carryforward Authority
(March 2024)
Subcommittee Training: Interim Budget Changes
Subcommittee Training: Positions Budgeted (PB)
(December 2024)
Statutory Appropriations Guide
State General Fund: Where it Comes From & Where it Goes
Managing Volatility Tools Quick Guide
Differences in Audit & Fiscal Reporting
Videos
Legislative Fiscal Division Introduction
HB 2 Process Training
Montana’s Financial Tools
Lunch & Learn Training Videos
December 2024
2027 Biennium Budget Analysis Summary
HJ 2 Revenue Estimate
Public Health: Substance Use Disorder in Justice-Involved Populations
Substance Use Disorder in Justice-Involved Populations Presentation
Accommodations Tax Tool & Policy
State Financial Volatility Tools
Non-Discrimination & Harassment
Entitlement Share
Entitlement Share Presentation
November 2024
Oil & Gas Interactive Tool and Library
Oil & Gas Interactive Tool and Library Presentation
Income Tax Policy Changes & Ramifications
Income Tax Policy Changes & Ramifications Presentation
Understanding Energy in Montana
Licensing
Licensing Presentation
Fiscal Notes & the Process
State Government Finance Structure
Fiscal Team Introduction
Natural Resources & Fish and Game
October 2024
Marijuana Historical Policy Overview
Marijuana Historical Policy Overview Presentation
Property Tax & School Funding Data Tools
Transportation Funding
Transportation Funding Presentation
Property Tax: Property Tax Assistance
Property Tax Assistance Presentation
Medicaid
Property Tax: School Funding
School Funding Presentation
State Special Funds for Natural Resources
State Special Funds for Natural Resources Presentation
Property Tax: How Non-School Levies Are Set
How Non-School Levies Are Set Presentation
Local Government Finance
State & Local Infrastructure
State & Local Infrastructure Presentation
Property Tax: Basics
Property Tax Basics Presentation
August 2024
Wildfire Suppression Funding
Wildfire Suppression Funding Presentation
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MT Environmental Policy Act
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(March 2024)
Positions Budgeted (PB)
(December 2024)
Education
Funding the University System
(October 2024)
Guarantee Fund
(August 2024)
K-12 Funding: District General Fund FY 2025
(November 2024)
K-12 Funding: District General Fund FY 2024
(March 2024)
School GTB Aid
(as compared to property taxes paid on the 95 mills)
Infrastructure
Local Government Water & Wastewater Infrastructure Funding
(October 2018)
Local Infrastructure Funding Matrix
(August 2020)
Montana Highway Funding
(October 2020)
Medicaid
FMAP Overview
(Federal Medical Assistance Percentage, June 2024)
Medicaid 101
(June 2024)
Medicaid & CHIP
(In Brief, June 2024)
Medicaid Expansion
(June 2024)
Medicaid Waivers
(June 2024)
Natural Resources
Federal Forest Receipts
(December 2019)
Resource Indemnity Trust
(October 2019)
Wildfire Suppression Funding
(August 2024)
Revenue & Taxes
Entitlement Share
(January 2023)
Entitlement Share Brochure Tutorial
(video, March 13, 2024)
Montana State Lottery Revenue
(October 2020)
Tobacco Settlement Revenue
(January 2022)
SB 458 Expanded Fiscal Analysis
(December 2023)
Oil & Gas Collections Distribution
(January 2024)
Accommodations Tax
(January 2023)
Coal Severance Tax Trust Fund
(
August 2024)
Film Tax Credit
(February 2023)
Marijuana Tax
(January 2023)
Oil & Gas Production Tax
(October 2020)
Section A
BIENNIAL REPORTS
2-17-101, MCA, Biennial Lease Summary Report
Fiscal Year 2024
DOA General Services Division
ANNUAL REPORTS
5-11-210, MCA, Actual Costs for Legislation with Projected Fiscal Impact
Fiscal Year 2024
Montana State Fund Annual Budget
Office of Budget & Program Planning
(October 1, 2024)
Fiscal Year 2023
Montana State Fund Annual Budget
Office of Budget & Program Planning
(October 1, 2023)
5-12-208, MCA, Grant Reporting
Fiscal Year 2024
Commissioner of Political Practices
Department of Commerce
(downloads as an excel spreadsheet)
Department of Labor & Industry
(downloads as an excel spreadsheet)
Secretary of State
(downloads as an excel spreadsheet)
State Auditor’s Office
5-12-209, MCA, Public Information Requests
Fiscal Year 2024
Department of Administration
Secretary of State
State Auditor’s Office
15-1-121(4)(b), MCA, Entitlement Share Growth Factor
Fiscal Year 2025, October 1
Department of Revenue
17-1-102, MCA, Encumbrance Extensions
Fiscal Year 2023
Department of Administration
17-2-107, MCA, Inter-Entity Loans
Fiscal Year 2024
Department of Administration
Fiscal Year 2023
Department of Administration
17-2-302, MCA, Fee Account Balances Exceeding Biennium Appropriations
Fiscal Year 2024
Office of Budget & Program Planning
Fiscal Year 2023
Office of Budget & Program Planning
17-2-304, MCA, Public Service Announcements
Fiscal Year 2024
Office of Budget & Program Planning
Fiscal Year 2023
Office of Budget & Program Planning
17-6-105, MCA, Modified Deposit Schedules
Fiscal Year 2024
Department of Administration
17-8-101, MCA, Enterprise & Internal Service Funds
Fiscal Year 2024
Department of Administration
Fiscal Year 2023
Department of Administration
QUARTERLY REPORTS
2-6-1033, MCA, Quarterly Claims Reports
Fiscal Year 2025
Q1
(July – September 2024)
Department of Administration
Secretary of State
State Auditor’s Office
Q2
(October – December 2024)
Department of Administration
Montana State Fund
State Auditor’s Office
Teacher’s Retirement System
Fiscal Year 2024
Q1
(July – September 2023)
Department of Administration
Secretary of State
State Auditor’s Office
Teacher’s Retirement System
Q2
(October – December 2023)
Montana State Fund
Secretary of State
State Auditor’s Office
Teacher’s Retirement System
Q3
(January – March 2024)
Department of Administration
Secretary of State
State Auditor’s Office
Teacher’s Retirement System
Q4
(April – June 2024)
Department of Administration
Secretary of State
State Auditor’s Office
Teacher’s Retirement System
Fiscal Year 2023
Q4
(April – June 2023)
Department of Administration
Montana State Fund
Secretary of State
State Auditor’s Office
Teacher’s Retirement System
5-11-210, MCA, Debt Payoff or Other Expenditure from Debt & Liability Free Fund
Fiscal Year 2024
Q4
(April – June 2024)
Office of Budget & Program Planning
Fiscal Year 2023
Q4
(April – June 2023)
Office of Budget & Program Planning
Section B
ANNUAL REPORTS
5-12-208, MCA, Grant Reporting
Fiscal Year 2024
Department of Public Health & Human Services
(downloads as an excel spreadsheet)
QUARTERLY REPORTS
2-6-1033, MCA, Quarterly Claims Reports
Fiscal Year 2024
Q1
(July – September 2023)
Department of Public Health & Human Services
Fiscal Year 2023
Q4
(April – June 2023)
Department of Public Health & Human Services
Medicaid Enterprise System (MES) Program Level Report
Fiscal Year 2025
Q1
(July – September 2024)
Department of Public Health & Human Services
DATE SPECIFIC REPORTS
DPHHS Operation of State-Run Health Care Facilities Appropriation Report
September 1, 2024
September 1, 2023
House Bill 2
DPHHS 2021 Legislative Session FMAP Savings Report
(September 1, 2023)
Section C
ANNUAL REPORTS
5-12-208, MCA, Grant Reporting
Fiscal Year 2024
Department of Agriculture
(downloads as an excel spreadsheet)
Department of Environmental Quality
(downloads as an excel spreadsheet)
Department of Natural Resources & Conservation
Department of Transportation
(downloads as an excel spreadsheet)
Fiscal Year 2023
Department of Agriculture
Department of Transportation
QUARTERLY REPORTS
2-6-1033, MCA, Quarterly Claims Reports
Fiscal Year 2025
Q1
(July – September 2024)
Department of Natural Resources & Conservation
Department of Transportation
Q2
(October – December 2024)
Department of Fish, Wildlife, & Parks
Department of Transportation
Fiscal Year 2024
Q1
(July – September 2023)
Department of Natural Resources & Conservation
Department of Transportation
Q2
(October – December 2023)
Department of Natural Resources & Conservation
Department of Transportation
Q3
(January – March 2024)
Department of Natural Resources & Conservation
Department of Transportation
Q4
(April – June 2024)
Department of Natural Resources & Conservation
Department of Transportation
Fiscal Year 2023
Q4
(April – June 2023)
Department of Natural Resources & Conservation
Department of Transportation
5-12-501, MCA, HB 5 WMA Facilities Upgrade Quarterly Report
Fiscal Year 2023
Q4
(April – June 2023)
Department of Fish, Wildlife, & Parks
Section D
ANNUAL REPORTS
5-12-208, MCA, Grant Reporting
Fiscal Year 2024
Judicial Branch
(downloads as an excel spreadsheet)
5-12-209, MCA, Public Information Requests
Fiscal Year 2024
Department of Justice
Judicial Branch
QUARTERLY REPORTS
2-6-1033, MCA, Quarterly Claims Reports
Fiscal Year 2025
Q1
(July – September 2024)
Department of Justice
Q2
(October – December 2024)
Department of Justice
Office of Public Defender
Fiscal Year 2024
Q1
(July – September 2023)
Department of Justice
Office of Public Defender
Q4
(April – June 2024)
Department of Justice
Section E
ANNUAL REPORTS
5-12-208, MCA, Grant Reporting
Fiscal Year 2025
Office of Commissioner of Higher Education
Fiscal Year 2024
Board of Public Education
Montana Historical Society
(downloads as an excel spreadsheet)
Montana State Library
(downloads as an excel spreadsheet)
Office of Public Instruction
(downloads as an excel spreadsheet)
Fiscal Year 2023
Office of Public Instruction
17-2-107, MCA, Inter-Entity Loans
Fiscal Year 2023
Montana University Systems
DATE SPECIFIC REPORTS
House Bill 946, Office of Commissioner of Higher Education
July 31, 2024 Submission
January 30, 2024 Submission
July 31, 2024 Submission
House Bill 367, OPI Database Modernization Status & Overview Report
December 2024
October 2024
August 2024
April 2024
February 2024
December 2023
August 2023
June 2023
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