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Reports form the Legislative Fiscal Division Staff
The Legislative Fiscal Division Staff members develop several different types of reports. Some standard reports are presented at each Legislative Finance Committee meeting, others are special reports prepared for Legislative requests, many are prepared for the respective subcommittees.
The documents linked on this page are in PDF format and require Adobe Acrobat Reader in order to view and print them. If you do not have Adobe Acrobat Reader, click here and follow the simple steps to download it. There is no cost for Adobe Acrobat Reader.
Note: Many of the reports are formatted to be printed duplex. You will see blank pages in the documents that compensate for the duplex format.
Other Fiscal Division Links
Montana Legislative Branch Fiscal Division Report Menu Report listing from Legislative Fiscal Division
The LFD staff reports are grouped in the following categories:

Legislative Finance Committee - Interim Committee Meeting Reports - Grouped by Date
  The Legislative Finance Committee (LFC) meets several times during each interim. Links to the reports for each LFC meeting are listed below and organized chronologically from left to right. To view the list of reports for a particular meeting, simply select the month and year link below. Then select the individual report.
  June 2008      
  June 2007 Oct 2007 Dec 2007 March 2008
  Oct 2006 Nov 2006
  Oct 2005
  Oct 2004
  June 2003 Oct 2003
  June 2002 Oct 2002
  June 2000 Oct 2001 Dec 2001
    Oct 2000 Nov 2000
 
Oct 1999

General Information on Budget Issues, Fiscal Concepts and Terminology
Legislator Training Manual - Understanding State Finances and the Budgeting Process
House Bill 2 - The Barbarian - How to Make HB2 Implement Public Policy as Determined by the Legislature

Fiscal Pocket Guides
The LFD Pocket Guides include general information related to a particular subject. The pocket guides are designed to be printed duplex then tri-folded like a brochure.
Pertinent State Statistics General Fund - Fiscal 2002 Liquor Excise Tax
Montana Highway Funding General Fund - Fiscal 2003 Metaliferous Mines Tax
Higher Education Funding General Fund - Fiscal 2004 Oil & Gas Tax
Resource Indemnity Trust General Fund - Fiscal 2005 Property Tax
State Employees General Fund - Fiscal 2006 Rental Car Sales Tax
Medicaid General Fund - Fiscal 2007 Telecommunications Tax
K-12 Education Funding Coal Severance Tax Tobacco Settlement
Insure Montana Coal Tax Trust - Data View Tobacco Settlement Financial Summary
Wildfire Suppression Coal Tax Trust - Distribution Detail Video Gambling Tax
Beer Tax Coal Tax Trust - Pictorial View Wholesale Energy Tax
Cigarette Tax Electrical Energy Tax Wine Tax
Corporation Tax Individual Income Tax  
Tobacco Tax Insurance Tax & License Fees  
State Financial & Budgeting Structure  
Temporary Assistance for Needy Families (TANF)  

Agency Profiles

Agency Profiles provide a brief review of the agency structure and funding, primary functions and historical expenditures along with various other fiscal information. The Agency Profiles are intended to print duplex then folded and stapled in the middle. Click here for Background on Agency Profiles.
Legislative Branch Public Service Regulation Dept of Natural Resources
Consumer Counsel Board of Public Education Dept of Revenue
Judiciary Commissioner of Higher Education Dept of Administration
Governor's Office School for the Deaf & Blind Consensus Council
Secretary of State Arts Council Public Defender
Commissioner of Political Practices Library Commission Dept of Agriculture
State Auditor Historical Society Dept of Corrections
Office of Public Instruction Dept of Fish, Wildlife, & Parks Dept of Labor
Crime Control Division Dept of Environmental Quality Dept of Military Affairs
Department of Justice Dept of Transportation Public Health & Human Services

LFC - Performance Management Reports
Date
Report Name
Report Originator
March 06
Barbara Smith
March 06
Barbara Smith
March 06
Barbara Smith
March 06
Barbara Smith
March 06
Pat Gervais
March 06
Office of the Court Administrator
Oct 05
Barb Smith
June 05
Barb Smith

Reports for: Finance Committee Meeting of June 5th & 6th, 2008
05/23/08 Approval of Preliminary Bill Drafts Roger Lloyd
05/20/2008 Spending Non-General Fund Money First - Statute Issues Lois Steinbeck
05/21/2008 Rainy Day Fund: Proposal and Options Jon Moe
05/20/2008 Corrections Populations Projections: Update Pat Gervais
05/22/2008 Agency Budget Templates Kris Wilkinson
05/20/2008 K-12 Facility Condition and Needs Assessment and Energy Audit: Update Cathy Duncan
06/06/2008 Update on MHESAC and SAF Alan Peura
06/07/2008 CIO Report to the Legislative Finance Committee IT Portfolio Report ITSD/CIO
05/19/2008 Historical Society Museum Project (Heritage Center) Update Cathy Duncan
05/23/2008 Op Plan Changes and Program Transfers Taryn Purdy
06/02/2008 Additional Op Plan Changes and Program Transfers Taryn Purdy
05/23/2008 Op Plan Changes - Time Sensitive Taryn Purdy
06/04/2008 Additional Op Plan Changes Taryn Purdy
05/22/2008 Required Reports Jon Moe
05/22/2008 Budget Amendment Report Greg DeWitt
05/20/2008 Acquiring Office Space For State Agencies Greg DeWitt
05/13/2008 Long-Range Planning Work Group:FWP Capital Project Appropriation Status CathyDuncan
05/22/2008 LRBP and LRITP Project Status Reports Cathy Duncan
05/19/2008 Performance Measurement Update Barb Smith
05/30/2008 SJR 31 and HB 488 Subcommittees Jim Standaert
06/04/2008 Montana State Hospital Update Lois Steinbeck
06/04/2008 Impact of Legislative and Executive Actions on K-!2 State Costs Jim Standaert
06/04/2008 Graying of Montana: Update Lois Steinbeck

Reports for: Finance Committee Meeting of March 6 th & 7th, 2008
02/06/2008 Department of Revenue: $ 14 Million Block Funding - Update Report DOR
02/22/2008 Budgeting for Personal Services Cost Greg DeWitt
03/7/2008 Montana State Hospital - Update Lois Steinbeck
03/5/2008 General Fund Revenue Update Fiscal 2008 - Report Terry Johnson
03/5/2008 General Fund Revenue Update Fiscal 2008 - Slides Terry Johnson
02/20/2008 Consensus Council Supplemental Appropriation Greg DeWitt
02/20/2008 Postsecondary Education Policy & Budget Subcommittee Update to LFC Alan Peura
02/20/2008 2008 Information Technology Strategic Plan Overview Greg DeWitt
02/19/2008 CIO Report to the Legislative Finance Committee IT Portfolio Report ITSD/CIO
02/20/2008 Historical Society Museum Building (Heritage Center) Update Cathy Duncan
02/28/2008 Op Plan Changes and Program Transfers Taryn Purdy
02/28/2008 Op Plan Changes - Time Sensitive Taryn Purdy
02/22/2008 Required Reports Jon Moe
02/20/2008 Real ID Act of 2005 March Deadline For Application Extension Pat Gervais
02/21/2008 Budget Amendment Report Greg DeWitt
02/21/2008 Potential Statutory Change For Purchasing Abandoned Mine Lands Barb Smith
02/21/2008 Acquiring Office Space For State Agencies Greg DeWitt
02/19/2008 Long-Range Planning Work Group / TSEP Recommendation CathyDuncan
02/21/2008 Refundable Income Tax Credit Relief Multiple Terry Johnson
02/20/2008 Performance Measurement Update Barb Smith
02/21/2008 FY 2008 Fire Suppression Costs - March Update Barb Smith
02/21/2008 Budget Growth Project / Graying of Montana Terry Johnson
02/21/2008 Montana State Hospital Update Lois Steinbeck


Reports for: Finance Committee Meeting of December 11 & 12, 2007
12/13/2007 SJR 31 and HB 488 Revenue & Transportation Interim Committee Studies Jim Standeart
12/11/2007 Short Term Investment Pool (STIP) Investments/Withdrawal Carroll South
12/07/2007 State of Montana Budget Process: Managing Change Clayton Schenck
12/11/2007 Montana State Hospital Lois Steinbeck
12/11/2007 Department of Corrections - Population Cost Management Pat Gervais
11/29/2007 Dept. of Environmental Quality, Operating Budget Change Barb Smith
11/30/2007 Workers' Compensation: Old Fund Analysis Kris Wilkinson
12/06/2007 General Fund Update Presentation Terry Johnson
12/06/2007 General Fund Update Report Terry Johnson
11/27/2007 Treasure State Endowment Program Cathy Duncan
11/27/2007 Federal Medicaid Match Rate - FY 2009 General Fund Pressure Point Lois Steinbeck
12/06/2007 CIO Report to the LFC Montana IT Portfolio Report IT Exception Log CIO/DOA
12/06/2007 Montana State Fund Recommendations for LFC Consideration Kris Wilkinson
11/30/2007 Montana State Fund Subcommittee Study Proposal Kris Wilkinson
11/28/2007 Performance Measurement - Best Practices

Kris Wilkinson

11/21/2007 Staff Services Project Update

Pam Joehler
11/07/2007 LFD Staff Services Project Management Outline

Staff
11/27/2007 Budget Amendment Report Greg DeWitt
11/20/2007 Solvency of the Petroleum Tank Compensation Fund Barb Smith
11/30/2007 Required Reports Jon Moe
11/29/2007 Fire Suppression Costs FY 2008 Barb Smith
11/27/2007 Background and Options for Statutory Appropriations Roger Lloyd
11/27/2007 General Fund Transfers Roger Lloyd
11/28/2007 Op Plan Changes and Program Transfers Taryn Purdy


Reports for: Finance Committee Meeting of October 9 & 10, 2007
10/04/2007 Retirement Systems Unfunded Liability - Update Jon Moe
10/04/2007 PEPB Subcommittee - Update Alan Peura
09/27/2007 General Fund FY 2007 Year End Presentation Terry Johnson
09/24/2007 General Fund Status: FY 2007 Actual / 2009 Biennium Projected Terry Johnson
09/24/2007 May 2007 Special Legislative Session Fiscal Policy Triggers Terry Johnson
09/27/2007 Department of Corrections Report: Average Daily Population (ADP) Pat Gervais
09/24/2007 CIO Report to the LFC CIO/DOA
09/21/2007 Montana State Fund 2008 Budget Analysis Kris Wilkinson
09/20/2007 Performance Management Workgroups

Barb Smith
Kris Wilkinson

09/20/2007 Performance Management Report Section A

Staff
09/20/2007 Performance Management Report Section B

Staff
09/20/2007 Performance Management Report Section C

Staff
09/20/2007 Performance Management Report Section D

Staff
09/20/2007 Performance Management Report Section E

Staff
09/24/2007 Budget Amendment Report Greg DeWitt
11/27/2006 2007 Biennium Budget Spending "Pressure Points" Taryn Purdy
09/27/2007 Required Reports Jon Moe
09/20/2007 Fire Suppression Costs FY 2008 Barb Smith
09/24/2007 K-12 Facility Condition & Needs Assessment& Energy Audit Phase II Report Cathy Duncan
09/24/2007 Capitol Complex Master Plan & Historical Society Building Updates Cathy Duncan
09/24/2007 Op Plan Changes of Time Sensitive Nature Additional Op Plan Changes Taryn Purdy
09/24/2007 Op Plan Changes and Program Transfers Taryn Purdy

September 2007 Special Session
Fiscal Information
Wildfire Suppression Funding - Updated Fiscal Pocket Guide
This document is a 3-fold brochure. To view it properly, print duplex then fold.

LFD - Reports to RATIC - September 2007
Fiscal Triggers


Reports for: Finance Committee Meeting of June 18th, 2007
06/11/2007 Legislative Fiscal Division 2009 Biennium Work Plan Clayton Schenck
06/11/2007 Budget Amendment Report Greg DeWitt
06/06/2007 Required Reports Jon Moe
06/06/2007 Op Plan Changes of Time Sensitive Nature Taryn Purdy
06/06/2007 Op Plan Changes and Program Transfers Taryn Purdy
06/04/2007 Information Technology Oversight Greg DeWitt


Reports for: Finance Committee Meeting of November 28th, 2006
11/27/2006 General Fund Revenue Presentation Terry Johnson
11/27/2006 General Fund Revenue Status Sheet Background Information Terry Johnson
11/27/2006 Long-Range Building Funding Bill LC 0184 Correction Cathy Duncan
11/27/2006 Global Fiscal Issues LFC Recommendations to the 2007 Legislature Jon Moe
11/27/2006 Implementing a Companion Bill to HB 2 Taryn Purdy
11/27/2006 Degree of Appropriation Flexibility - Supplemental Appropriations Lois Steinbeck
11/27/2006 Written Response to Montana State Fund 2007 Budget Analysis Kris Wilkinson
Laurence Hubbard
11/27/2006 Early Intervention and Prevention Lois Steinbeck
11/27/2006 Budget Amendment Report Greg DeWitt
11/27/2006 2007 Biennium Budget Spending "Pressure Points" Taryn Purdy
11/27/2006 Required Reports Jon Moe
11/27/2006 DNRC Supplemental Appropriation - Diversion of Trust Revenues Barb Smith
11/27/2006 Response from Office of Public Defender Harry Freebourn
11/27/2006 Senate Bill 495 Information Roger Lloyd
11/27/2006 Health and Medicaid Initiatives Account - Fund Balance Lois Steinbeck
11/27/2006 Op Plan Changes and Program Transfers Taryn Purdy


Reports for: Finance Committee Meeting of October 12th & 13th, 2006
10/12/2006 "Big Picture Report" Staff
10/12/2006 General Fund Revenue Presentation Terry Johnson
10/12/2006 General Fund Revenue Status Report Terry Johnson
09/27/2006 Revise Resource Indemnity Trust Funding Laws - LC0147 Barbara Smith
09/28/2006 LRBP Cash Program Funding Bill Drafts , LC0184 , LC0185 , LC0186 Cathy Duncan
09/28/2006 Modifications to LC0184 and LC0185 Cathy Duncan
09/22/2006 Bill Draft to Clarify Emergency Authority Statues Regarding Price of Energy - LC0066 Greg Petesch
10/12/2006 Montana Wildfires 2006 Bob Harrington
10/12/2006 Natural Resource Boom in Montana: How Long Can it Last? Dr. Paul Polzin
09/27/2006 Bill Draft, Recommendation from Law and Justice Interim Committee, LC0359 Pat Gervais
09/27/2006 Summary of Options Considered by the Law and Justice Interim Committee Pat Gervais
09/28/2006 Budget Stabilization Account Legislative Proposal Jon Moe
09/27/2006 Performance Management Projects / Companion Bill Taryn Purdy
09/27/2006 Companion Bill as Discussed by PEPB / ELG Alan Peura
09/27/2006 Performance Management Budget Tools Development: Update Barbara Smith
Kris Wilkinson
10/04/2006 Reliance on Federal Funds: Issues/Impacts Taryn Purdy
09/26/2006 Wildfire Cost Funding Options Barbara Smith
09/28/2006 June LFC Supplementals Update Taryn Purdy
09/28/2006 Review of New Proposals Approved by the 2005 Legislature Taryn Purdy
09/28/2006 DPHHS Appropriation Transfers Lois Steinbeck
10/09/2006 Montana State Fund 2007 Budget Analysis Kris Wilkinson
09/26/2006 FY 2007 Fire Suppression Costs Barbara Smith
10/06/2006 Early Intervention and Prevention Lois Steinbeck
10/10/2006 Budget Amendment Report - BA for SB 276 Tax Distributions Greg DeWitt
09/26/2006 Highways State Special Revenue Account Update Greg DeWitt
09/28/2006 Pension Plan Unfunded Liability Jon Moe
09/28/2006 Personal Services Budgeting Models Jon Moe
10/09/2006 Governor's Office & State Auditor - Goals & Objectives Kris Wilkinson
09/28/2006 K-12 Facility Condition & Needs Assessment & Energy Audit Cathy Duncan
10/12/2006 Community College Funding Formula Revision Alan Peura
10/12/2006 Six Mill Levy Historical Background Legislative Services Division
10/03/2006 Bulldog Report - Montana State Hospital  
10/12/2006 Bulldog Report - Montana Developmental Center: Overtime Costs  
10/12/2006 Bulldog Report - HIFA Waiver Update  
09/26/2006 2007 Biennium Budget Spending "Pressure Points" Taryn Purdy
09/25/2006 Information Technology Policies and Standards Greg DeWitt
09/28/2006 Sample Performance Measures for the Statewide Information Technology Plan Greg DeWitt
10/11/2006 Dept of Admin - Attachments, Major Initiatives, CRIS Process, Rates Dept. of Admin.
09/28/2006 Dept of Admin -CIO Report Dept. of Admin.
07/31/2006 Dept of Admin - ITSD Major Project Report Presentation Dept. of Admin.
09/11/2006 Dept of Admin - Exception Log Dept. of Admin.
09/29/2006 Required Reports Jon Moe
10/12/2006 Op Plan Changes of Time Sensitive Nature Taryn Purdy
10/12/2006 Op Plan Changes and Program Transfers Additional Op Plan Changes Taryn Purdy

Reports for: Finance Committee Meeting of June 8th & 9th, 2006
06/07/2006 Expenditure Limitation Concepts: Colorado's Tabor Amendment Experience Sen. Cooney
06/07/2006 General Fund Revenue Presentation