Montana State Legislature
Fiscal Publications
Recurring Reports and Fiscal Documents
2023 Biennium Budget Analysis
Volume 1 Statewide Perspectives - HB 2 Tables & Charts
- Volume 1 Statewide Perspectives
- Volume 2 HJR 2 Revenue Estimates as adopted by RIC - Fiscal Years 2021, 2022 & 2023
- Section A
- Section B
- Section C
- Section D
- Section E
- Section F
- Long-Range Building Program
- State Building Energy Conservation Program
- Long-Range Information Technology Program
- Treasure State Endowment Program
- Montana Historical Preservation Grant
- Treasure State Regional Water Program
- Renewable Resource Grant & Loan Program
- Reclamation & Development Grants Program
- Cultural & Aesthetic Grants Program
Governor’s Budget Director Alme’s Slides 1-14-2021
Preliminary 2023 Biennium Statewide Budget Analysis on Governor Bullock's Budget
If you are looking for the Governor's Budget Books, they are available on the
Coming Summer 2021
Legislative Week 2020
Basics
- Legislative Fiscal Division Introduction (video)
- Managing Volatility (videos)
- Part 1 - Montana's Financial Outlook
- Part 2 - Montana's Financial Management Tools
- Part 3 - Montana's Financial Reserves
- Part 4 - Governor's Interim Authority
- Fiscal Notes
- Understanding State Finances (in brief)
- Understanding State Finances (full book)
- HB 2 Guide | HB 2 Process
- Statutory Appropriations Guide
- Appropriations Process
- Funding Your Bill
- State General Fund - Where it Comes From and Where it Goes
- Present Law and Statewide Present Law
- Interim Budget Changes
- Vacancy Savings
- Acronyms
Brochures
Education
- Guarantee Fund
- Higher Education
- K-12 Education Funding (storymap)
- K-12 Funding Basics - District General Fund (brochure)
- Montana Property Taxes
- Montana State Lottery
Healthcare
- Medicaid & CHiP (in brief)
- Tobacco Settlement
Infrastructure
- Local Infrastructure Funding Matrix
- Bonding and Debt Service
- Highway Funding
- Local Government Water and Wastewater Infrastructure Funding
Local Government
- Entitlement Share
- Local Government Water and Wastewater Infrastructure Funding
- Montana Property Taxes
Natural Resources
- Wildfire Suppression
- Federal Forest Receipts
- Coal Severance Tax Trust Fund
- Coal Severance Tax pictoral
- Oil & Gas Production Tax
- Resource Indemnity Trust
Revenue
2023 Biennium HJ 2 Estimate as Adopted by RIC
Legislative Fiscal Division 2023 Biennium Revenue Estimate Summary & Comparison to the Executive
Revenue Estimate Recommendations - Fiscal Years 2021, 2022 & 2023
- Overview
- Business & Personal Taxes
- Natural Resource Taxes
- Interest Earnings
- Consumption Taxes
- Property Taxes
- Other General Fund Revenue
- Guarantee Account Revenue
2020
Pension basics and what to expect from stress testing - Legislative Week 2020 Video: Presentation by Elizabeth Wiley, consulting actuary, Cheiron, begins at 08:15:20
- Pension Overview - preflight briefing
- Elizabeth Wiley Actuarial Risks Presentation
- Greg Mennis, PEW, Evaluating Pension Risk
- Funding Policy and Montana's Public Pensions - Legislative Branch report
- PERS Funding History Numbers Table - Legislative Services
- Summary of FY2018- 2019 Public Retirement System Actuarial Valuations and Summary Tables (aka Green Sheets) - Legislative Services
- Montana's Public Pensions: Where We've Been (11/2018) - Legislative Services full report
- Stress Testing memo to LFC - December 2018
- Sections 5 and 6 of HB 715 (integration of stress testing into the sustainability study of the LFC)
Legislative Finance Committee Pension Subcommittee materials:
- Montana Teachers' Retirement System Valuation Results July 1, 2019
- Montana Public Employees' Retirement Board Valuation Results June 30, 2019
- Summary of FY 2019 Public Retirement System Actuarial Valuations - Legislative Services Division
- HB 124 "The Big Bill"
- HB 33 (2015) History
- FY16 ES Payments
- Summary of FY 2018 Public Retirement System Actuarial Valuations
- Legislator's Guide to Montana's Public Employee Retirement Systems
- History of general fund aid to pensions
- Entitlement Share History HB 124 (2001 Session)
- HB 454 (2013 Session)
- Comparison of general fund, entitlement share payments and the costs to operate the Office of the Public Defender
- PERS Employer Contribution Funding
- Regional water systems
- TSEP projects

