Charitable Giving

• Charitable Giving (December 2018)
• Charitable Giving (December 2017)

Corrections

• Office of Public Defender Case Counts (November 2020)
• Office of Public Defender Expenditures (June 2020)
• Corrections Population Data (Interactive, January 2020)
• County Jail Holds Paid by the Department of Corrections (January 2018)

Demographics

• Montana Demographics (November 2019)
• Working Age Compared to Non-Working Age Population in 2010 & 2030 (October 2019)
• Comparison of Youth to Working Age Population in Montana in 2010 & 2030 (October 2019)
• Comparison of Retirement Aged to Working Aged Montanans in 2010 & 2030 (September 2019)

Education

• K-12 Enrollment (October 2020)
• MUS Historical Funding (September 2018)
• Montana University System Funding FY 2017 (May 2018)
• Montana Community College Funding FY 2017 (April 2018)

Financial Reserves

• Montana's Reserves Balance (March 2020)
• Montana's Financial Reserves (September 2019)
• Budget Stabilization Reserve Fund (August 2019)

General Fund

• General Fund Debt Service (October 2020)
• FYE 2020 General Fund Revenue and Expenditures (July 2020)
• FYE 2019 General Fund Expenditures (by type of expenditure) (August 2019)
• FY 2019 General Fund Expenditures (August 2019)
• Montana General Fund (December 2018)
• FY 2018 Expenditures: General Fund, State Special & Federal Special (August 2018)
• Fiscal Year-End 2018 General Fund Expenditures & Revenue (August 2018)
• FY 2018 Year-End GF Revenues & Expenditures (August 2018)
• FY 2018 General Fund Month End Cash Balance Before Borrowing (November 2017)
• General Fund Revenue & Expenditures by Fiscal Year (October 2017)

Infrastructure

• Infrastructure Projects Passed by the 2019 Legislature (July 2020)
• Growth in State Assistance for Local Government Road Funding (February 2020)
• Growth in State Infrastructure Assistance to Local Governments (February 2020)
• State & Local Infrastructure Bills Passed by the 2019 Legislature (July 2019)
• House Bill 652 Infrastructure Projects (July 2019)
• Appropriations for Transportation Infrastructure (June 2019)
• Montana Dept. of Transportation Winter Highway & Road Maintenance Costs (May 2019)
• Montana Winter Highway & Road Maintenance Costs (April 2018)
• Investment in State Buildings (March 2018)
• State-Owned Space by Agency (February 2018)

Local Government

• Growth in Service Costs by Entity (February 2020)
• Local Government Water & Wastewater Infrastructure Funding (November 2018)

Natural Resources

• Hunters & Anglers Revenue (September 2022)
• Wildfire Suppression (September 2020)
• Montana Agricultural Economy (January 2020)
• Federal Forest Receipts (December 2019)
• Resource Indemnity Trust (November 2019)
• Revenue from Hunters & Anglers (November 2019)
• Aquatic Invasive Species Inspections (September 2019)
• Montana Good Neighbor Authority Projects (September 2019)
• Fire Suppression Costs (August 2019)
• Resource Indemnity & Ground Water Assessment Tax (October 2018)
• Oil Production and Price by Calendar Year (October 2018)
• Montana Fire Suppression Costs (September 2018)
• Commodities: Natural Resources (December 2017)
• Commodities: Metals (December 2017)
• Commodities: Agriculture (December 2017)
• Fire Suppression Costs (October 2017)

Pensions

• PERS Funded Ratio Over Time (March 2020)
• Retirement Income as Share of Total (January 2018)

Public Health & Human Services

• Children's Health Insurance Program Enrollment (October 2020)
• Traditional Medicaid & Expansion Enrollment (October 2020)
• Child & Family Services Caseload (September 2020)
• Montana Temporary Assistance for Needy Families (May 2020)
• Tobacco Health and Medicaid Initiative Fund (October 2019)
• Children's Health Insurance Program Expenditures (October 2019)
• Tobacco Settlement Distribution (February 2019)
• Child Removal Rate (January 2019)
• Child Victimization Rate (January 2019)
• Medicaid/CHiP in Montana (November 2018)

Revenues

• Property Taxes (April 2020)
• Property Tax Mills (March 2020 )
• Federal Grants in Montana (February 2020)
• General Fund Revenue Actual Collections & HJ 2 (May 2019)
• Historic Montana State Lottery Revenue (February 2019)
• General Fund Growth 2001-2021 (November 2018)
• Motor Carrier Permit Revenue (August 2018)
• Montana Distilleries (August 2018)
• Historical Guarantee Account Revenues (July 2018)
• Montana Property Taxes (July 2018)
• Approximate Total Taxes Generated by Selected Industries (April 2018)
• General Fund Revenue Proportion by Major Type by Fiscal Year (March 2018)
• Approximate Taxes Generated on $1 Million of Sales (March 2018)
• Percentage of Smaller Producer Total Beer Sales in Montana (January 2018)
• Montana Breweries (January 2018)
• HB 647 (2017 Regular Session) Impacts on Property Taxes (November 2017)

Session

• Executive Proposed Medicaid Budget: Traditional & Expansion (February 2019)
• Exec Proposals: 2021 Biennium Impact to General Fund Ending Fund Balance (December 2018)

Unemployment

• BBER Unemployment Forecast (April 2020)
• Unemployment Insurance (March 2020)

Wages

• Wages Growth vs. Withholding Growth (May 2020)

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)

Education

• County Property Tax Comparison Chart
• Growth Rates of State & Local Property Tax Collections
• Guarantee Fund Brochure
• Higher Education 101 Brochure
• History of School Funding Litigation in MT & the Legislative Response
• K-12 Funding Basics: District General Fund
• K-12 Education Funding
• K-12 Funding in Montana: Big Picture Overview
• Montana Property Taxes (January 2020 Presentation to MARA)
• Montana State Lottery Brochure
• Property Tax Basics
• Property Tax History
• Property Tax Limits
• School Funding & Property Taxes: Basics & Background
• School Funding & Property Taxes in Montana
• School Mills Interactive Map
• School Property Tax Report
  • Powerpoint (School Property Taxes in Montana)

Historical

• Federal Revenues in Montana
• Historical Analysis of Montana Revenues
• Natural Resources Revenues
• Property Tax Revenues in Montana
  • Powerpoint (Montana Property Taxes)

Income Tax

• Analysis of the Impacts of SB 407 from the 2003 Session
• Individual Income Tax & Demographics Analyses Options
• Individual Income Tax Overview (HJ 35 Tax Study Committee)
• Montana Individual Income Demographics

Local Government

• Coal Industry Trends & Risks
• Entitlement Share Brochure
• Entitlement Share History (HB 124, 2001 Session)
• Growth Rates of State & Local Property Tax Collections
• HB 124 "The Big Bill"
• Local Government Interim Committee Entitlement Share Information
• Local Government & Property Taxes in Montana
  • Powerpoint (Local Government Property Taxes in Montana)
• Montana’s Changing Demographics
  • Powerpoint (Demographic Changes & Potential Impacts)
• Property Taxes in Montana (A Storymap Showing How Property Taxes Are Calculated & Distributed)
• Research on PILT vs Revenue Sharing State Distribution Options
• Special Districts: Statutory Authority (Local Government Interim Committee)
• State & Local Infrastructure (A Report on Trends & Pressures)
• Trends in Local Government Finances

Natural Resources & Other Taxes

• Coal Industry Trends & Risks
• Coal Severance Tax Trust Fund (An explanation of collections & where they go)
• Natural Resources Revenues (A look at where revenues go)
• Oil & Gas Production Tax Brochure
• Resource Indemnity Trust Brochure

Property Tax

• An Overview of Montana Taxes (Presented during Legislative Week 2020 by MSU Professor Emeritus Doug Young)
• Growth Rates of State and Local Property Tax Collections
• Market Value vs. Property Taxes Paid in Montana
• Property Tax History (HJ 35 Tax Study Committee, Megan Moore, LSD)
• Property Taxes in Montana (A storymap showing how property taxes are calculated & distributed)
• Property Tax Revenues in Montana (An introduction to the trends & comparisons of property taxes presented to the Financial Modernization & Risk Analysis Study (MARA) committee, January 2020)
  • Powerpoint (Montana Property Taxes)
• Rising Property Taxes: What You Should Know (Presented during Legislative Week 2020 by MSU Professor Emeritus Doug Young)
• School Funding and Property Taxes (Basics & Background)
• School Mills Interactive Map
• School Property Tax Report
  • Powerpoint (School Property Taxes in Montana)
• State Property Tax Authority & Limits (HJ 35 Tax Study Committee, Megan Moore, LSD)

Tax Policy

• Analysis of the Impacts of SB 407 from the 2003 Session
• Financial Modernization & Risk Analysis Study (MARA)
• HJ 35: Study of State & Local Tax Policy

Pension Resources & Guides

• HJ 8 Final Report (2022 Legislator's Guide to MT Public Employee Retirement Systems)
• Green Sheets FY 2022
• Elizabeth Wiley Actuarial Risks Presentation
• Funding Policy & Montana's Public Pensions (Legislative Branch Report)
  • Montana's Public Pensions: Where We've Been (November 2018, Legislative Services Division)
  • PERS Funding History Numbers Table (Legislative Services Division)
  • HB 715: Section 5 & 6 (Integration of Stress Testing into the Sustainability Study of the LFC)
  • Stress Testing Memo to LFC (December 2018)
  • Summary of FY18 - FY19 Public Retirement System Actuarial Valuations (aka Green Sheets, Legislative Services Division)
• Evaluating Public Pension Funding & Financial Risk (Greg Mennis, PEW)
  • Brookings Public Finance Report
  • S & P Global Ratings Report
  • Hoover Institution: Hidden Debt & Hidden Deficits
• Pension Overview (Preflight Briefing)

Videos

• Pension Basics & What to Expect from Stress Testing (Elizabeth Wiley, Consulting Actuary, Cheiron)

Legislative Finance Committee Materials: Pension Subcommittee

• Comparison of General Fund, Entitlement Share Payments & the Costs to Operate the Office of the Public Defender
• Entitlement Share History HB 124 (2001 Session)
• HB 124 "The Big Bill"
• HB 33 History (2015)
• HB 454 (2013 Session)
• History of General Fund Aid to Pensions
• FY16 ES Payments
• Legislator's Guide to Montana's Public Employee Retirement Systems
• Montana Teachers' Retirement System Valuation Results (July 1, 2019)
• Montana Public Employees' Retirement Board Valuation Results (June 30, 2019)
• PERS Employer Contribution Funding
• Regional Water Systems
• Summary of FY 2019 Public Retirement System Actuarial Valuations (Legislative Services Division)
• Summary of FY 2018 Public Retirement System Actuarial Valuations
• TSEP Projects

FY 2022 Quarterly Reports

Fiscal Year End 2022

• Section A
  • Consumer Counsel
  • Commissioner of Political Practices
  • Department of Administration
  • Department of Commerce
  • Department of Labor & Industry
  • Department of Military Affairs
  • Department of Revenue
  • Governor's Office
  • Legislative Branch
  • Secretary of State
  • State Auditor's Office

• Section B
  • Department of Health & Human Services
• Section C
  • Department of Agriculture
  • Department of Environmental Quality
  • Department of Fish, Wildlife, & Parks
  • Department of Livestock
  • Department of Natural Resources & Conservation
  • Department of Transportation

• Section D
  • Department of Corrections
  • Department of Justice
  • Judicial Branch
  • Office of Public Defender
  • Public Service Commission

• Section E
  • Board of Public Education
  • Montana Arts Council
    • MAC American Rescue Plan Act (ARPA) Quarterly Status Report
  • Montana Historical Society
  • Montana School for the Deaf & Blind
  • Montana State Library
  • Office of the Commissioner of Higher Education
  • Office of Public Instruction

FY 2022 (December 21 - February 22)

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

FY 2022 (July 21 - November 21) 

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

FY 2021 Quarterly Reports

Fiscal Year End 2021

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

FY 2020 Quarterly Reports

FY 2020 (June 2020) 

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

FY 2020 (March 2020) 

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

FY 2020 (December 2019) 

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

FY 2019 Quarterly Reports

Fiscal Year End 2019

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

2023 Biennium Budget & Revenue Overview

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)
    • Business & Personal Taxes
    • Consumption Taxes
    • Guarantee Account Revenue
    • Interest Earnings
    • Natural Resource Taxes
    • Other General Fund Revenue
    • Property Taxes
• Fiscal Reports
  • Volume 2: Revenue Estimates
    • Overview
    • Business & Personal Taxes
    • Consumption Taxes
    • Guarantee Account Revenue
    • Natural Resource Taxes
    • Interest Earnings
    • Other General Fund Revenue
    • Property Taxes

2023 Biennium Budget Analyses & Fiscal Reports

Section A

• Analyses
  • Commissioner of Political Practices
  • Department of Administration
  • Department of Commerce
  • Department of Labor & Industry
  • Department of Military Affairs
  • Department of Revenue
  • Governor's Office
  • Legislative Branch
  • Montana Consumer Counsel
  • State Auditor's Office
• Fiscal Reports
  • Commissioner of Political Practices
  • Department of Administration
  • Department of Commerce
  • Department of Labor & Industry
  • Department of Military Affairs
  • Department of Revenue
  • Governor's Office
  • Legislative Branch
  • Montana Consumer Counsel
  • State Auditor's Office

Section B

• Analyses
  • Department of Public Health & Human Services
• Fiscal Reports
  • Department of Public Health & Human Services

Section C

• Analyses
  • Department of Agriculture
  • Department of Environmental Quality
  • Department of Fish, Wildlife & Parks
  • Department of Livestock
  • Department of Natural Resources & Conservation
  • Department of Transportation
• Fiscal Reports
  • Department of Agriculture
  • Department of Environmental Quality
  • Department of Fish, Wildlife & Parks
  • Department of Livestock
  • Department of Natural Resources & Conservation
  • Department of Transportation

Section D

• Analyses
  • Department of Corrections
  • Department of Justice
  • Judicial Branch
  • Office of Public Defender
  • Public Service Commission
• Fiscal Reports
  • Department of Corrections
  • Department of Justice
  • Judicial Branch
  • Office of Public Defender
  • Public Service Commission

Section E

• Analyses
  • Board of Public Education
  • Commissioner of Higher Education
  • Montana Arts Council
  • Montana Historical Society
  • Montana State Library
  • Montana School for the Deaf & Blind
  • Office of Public Instruction
• Fiscal Reports
  • Board of Public Education
  • Commissioner of Higher Education
  • Montana Arts Council
  • Montana Historical Society
  • Montana State Library
  • Montana School for the Deaf & Blind
  • Office of Public Instruction
    • Appendix

Section F

• Analyses
  • Cultural & Aesthetic Grants Program
  • Long-Range Building Program
  • Long-Range Information Technology Program
  • Montana Historical Preservation Grant
  • Reclamation & Development Grants Program
  • Renewable Resource Grant & Loan Program
  • State Building Energy Conservation Program
  • Treasure State Endowment Program
  • Treasure State Regional Water Program
• Fiscal Reports
  • Cultural & Aesthetic Grants Program
  • Long-Range Building Program
  • Long-Range Information Technology Program
  • Montana Historical Preservation Grant
  • Reclamation & Development Grants Program
  • Renewable Resource Grant & Loan Program
  • State Building Energy Conservation Program
  • Treasure State Endowment Program
  • Treasure State Regional Water Program

2023 Biennium HB 2 Narrative & Materials

• HB 2 Materials
  • HB 2 Overview
  • HB 2 Amendments
• HB 2 Narrative
  • Section A
    • Commissioner of Political Practices
    • Consumer Counsel
    • Department of Administration
    • Department of Commerce
    • Department of Labor & Industry
    • Department of Military Affairs
    • Department of Revenue
    • Governor's Office
    • Legislative Branch
    • State Auditor's Office
    • Secretary of State
  • Section B
    • Department of Public Health & Human Services
  • Section C
    • Department of Agriculture
    • Department of Environmental Quality
    • Department of Fish, Wildlife, & Parks
    • Department of Livestock
    • Department of Natural Resources & Conservation
    • Department of Transportation
  • Section D
    • Department of Corrections
    • Department of Justice
    • Judicial Branch
    • Office of Public Defender
    • Public Service Commission
  • Section E
    • Board of Public Education
    • Commissioner of Higher Education
    • Montana Arts Council
    • Montana Historical Society
    • Montana School for the Deaf & Blind
    • Montana State Library
    • Office of Public Instruction

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)
  • ​​​​​​​Overview
    • HJ 2 Revenue Estimate as Adopted by RIC (Table Only)
    • HJ 2 Revenue Estimate House Taxation Adopted (Table Only)
  • ​​​​​​​Business & Personal Taxes
  • Natural Resources Taxes
  • Interest Earnings
  • Consumption Taxes
  • Property Taxes
  • Other General Fund Revenue
  • Guarantee Account Revenue

2023 Biennium Subcommittee Materials

• 2023 Biennium Appropriations Subcommittees
  • Section A: General Government
  • Section B: Public Health & Human Services
  • Section C: Natural Resources
  • Section D: Public Safety
  • Section E: Education / K-12
  • Section F: Long-Range Planning
• Section A & Section F
  • Recommendations: A & F
  • Proposed Water Projects
    • Water & Wastewater
    • Irrigation & Dam
    • Water
  • LEPO Memo: Use of Federal ARPA Funds for Water Rights Compact-Related Projects
  • DNRC Technology Modernization for Citizen Services
  • State Building Water/Wastewater Projects (Table)
  • Information Technology
  • ARPA 2021 & Stream Gages in MT
  • Settlement Funds for Tribal Water Compacts 2021 (Table)
  • ARPA Capital Project List
• Section B & Section D
  • Discussion: B & D (Updated March 19, 2021)
  • SNAP Bill Language
  • DOJ Letter: March 18, 2021
  • Healthcare Recovery Plan Summary
  • DPHHS Info Sheets
  • ARPA Business Assistance Grants
  • Montana State Small Business Credit Initiative 2.0
  • ARPA Bed Tax Backfill
  • ARPA Workforce Recovery Grant
• Section C & Section E
  • Recommendations: E & C
  • HB 632 MUS Projects
  • MREDI Map

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
    • Crimes
    • Corrections
    • Courts
  • 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
  • Chairs and Legislative Fiscal presentation to the Committee on the Process for HB 632
  • OBPP ARPA Overview
  • H.R. 1319: American Rescue Plan Act of 2021
  • Linked ARPA H.R. 1319
  • U.S. Senate Democrats' Title by Title Overview of ARP
  • NCSL: The American Rescue Plan Act Provisions
  • Congressional Budget Office Estimated Budget Effects of the American Rescue Plan Act of 2021
  • MT Coronavirus Relief Grant Awards
  • Travel & Tourism - Navigating a Pandemic & the Desires for Open Spaces (UM Institute for Tourism & Recreation Research)
  • Headwaters Economics: Natural Resource Sector Pandemic Response
  • Colstrip Economic Diversification Strategy
  • Colstrip Rediscovered
  • OBPP Summary of Other Ideas
  • Bureau of Business and Economic Research: Comments on MT Economy
• Requested Information
  • HB 632 MUS Projects with Performance Metrics
  • Montana Forest Products Industry Request for Funding
  • BOI MT Hospitality Assistance Program & Capital Assistance Program Application
  • BOI Hospitality Assistance Program & Capital Assistance Program Information
  • BOI Working Capital Application
  • BOI MT Working Capital Program Application Information
  • BOI Cares Act Report
  • BOI Loan Deferment Continuing Guidance
  • BOI Deferred Payment Program Application Sample
  • Montana Meat Processing Infrastructure Grant
  • Adaptability Application
  • Ag Resiliency 101
  • Grant Contract
  • Montana State Library ARPA Funding Options
  • Timber Industry Comment – Idaho Forest Group
  • Montana Forest Product Industry ARPA Funding Requests
  • Montana Nonprofit COVID Report
  • Montana Nonprofits and Impact of COVID-19

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

• Volume 1: Statewide Perspectives
• Volume 2: Revenue Estimates
• Section A
• Section B
• Section C
• Section D
• Section E
• Section F

2021 Biennium HB 2 Narrative & Materials

• HB 2 Materials
  • HB 2
    • HB 2 Guide
      • Quick Guide to HB2 Process
    • HB 2 Process
    • HB 2 Amendments
    • Amendments to HB 2 Companion Bills
  • 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
    • Section A
      • Commissioner of Political Practices
      • Consumer Counsel
      • Department of Administration
      • Department of Commerce
      • Department of Labor
      • Department of Military Affairs
      • Department of Revenue
      • Governor's Office
      • Legislative Branch
      • Secretary of State
      • State Auditor's Office
    • Section B
      • Department of Public Health & Human Services
    • Section C
      • Department of Agriculture
      • Department of Environmental Quality
      • Department of Fish, Wildlife, & Parks
      • Department of Livestock
      • Department of Natural Resources & Conservation
      • Department of Transportation
    • Section D
      • Department of Corrections
      • Department of Justice
      • Judicial Branch
      • Office of Public Defender
      • Public Service Commission
    • Section E
      • Board of Public Education
      • Commissioner of Higher Education
      • Montana Arts Council
      • Montana Historical Society
      • Montana School for the Deaf & Blind
      • Montana State Library
      • Office of Public Instruction
• 20-Year History of Agency Expenditures (December 2019)
  • All Agencies
    • Section A
      • Commissioner of Political Practices
      • Consumer Counsel
      • Department of Administration
      • Department of Commerce
      • Department of Labor
      • Department of Revenue
      • Governor's Office
      • Legislative Branch
      • Secretary of State
      • State Auditor's Office
    • Section B
      • Department of Public Health & Human Services
    • Section C
      • Department of Agriculture
      • Department of Environmental Quality
      • Department of Fish, Wildlife & Parks
      • Department of Livestock
      • Department of Natural Resources & Conservation
      • Department of Transportation
    • Section D
      • Department of Corrections
      • Department of Justice
      • Judicial Branch
      • Office of Public Defender
      • Public Service Commission
    • Section E
      • Board of Public Education
      • Commissioner of Higher Education
      • Montana Arts Council
      • Montana Historical Society
      • Montana School for the Deaf & Blind
      • Montana State Library
      • Office of Public Instruction

2021 Biennium Subcommittee Materials

• Budget Instructions to the Subcommittees
• General Fund Changes from 2017 Base to 2021 Governor's Request
• Present Law and Statewide Present Law
• Statewide Present Law Decision Package 1 Training Guide
  • Formula
• Subcommittee Training

Other 2021 Biennium Materials

• HB 715 Study
  • Revenue
    • Property Tax Overview
    • Historic Revenues Report
    • SB 407 Green Sheet
    • Property Tax Report
  • Public Safety
    • NCSL Public Safety Breakout
    • Corrections Facility Costs per Day
    • 20-Year Expenditure History for:
      • Judiciary
      • Department of Justice
      • Department of Corrections
      • Office of the Public Defender
  • 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
    • Medicaid Expansion Status of HB 658 Implementation (January 2020)
    • Federal Revenues in Montana
    • DPHHS 20-Year Expenditure History
    • Federal Funds Information for States (FFIS) Report
    • 2020 Medical Marijuana Registry Statistics
  • Natural Resources & Environment
    • Aquatic Invasive Species Funding
    • Chronic Wasting Disease Status Report
    • Coal Industry Trends & Risks
    • Colstrip -- A Snapshot of Revenue Impacts of the 2020 Closure of Colstrip Units 1 & 2
    • Colstrip -- A Timeline
    • Colstrip Units 1 & 2 Closure Updated Revenue Memo (Dept of Revenue, September 2019)
    • Coal Severance Tax Trust Fund Brochure (2018)
    • State Taxation of Natural Resources
  • 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 Budget Analysis

• Volume 1 Statewide Perspectives
• Volume 2 Revenue Estimates
• Section A
• Section B
• Section C
• Section D
• Section E
• Section F

2019 Biennium Fiscal Reports

• Volume 1: Statewide Perspectives
• Volume 2: Revenue Estimates
  • Revenue Estimates Recommendations
• Section A
• Section B
• Section C
• Section D
• Section E
• Section F

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 Budget Analysis

• Volume 1 Statewide Perspectives
• Volume 2 Revenue Estimates
• Section A
• Section B
• Section C
• Section D
• Section E
• Section F

2017 Biennium Fiscal Reports

• Special Session Fiscal Report: November 2017
• Volume 1 Statewide Perspectives
• Volume 2 Revenue Estimates
• Section A
• Section B
• Section C
• Section D
• Section E
• Section F

2015 Biennium Budget Analysis

• Volume 1 Statewide Perspectives
• Volume 2 Revenue Estimates
• Section A
• Section B
• Section C
• Section D
• Section E
• Section F

2015 Biennium Fiscal Reports

• Volume 1 Statewide Perspectives
• Volume 2 Revenue Estimates
• Section A
• Section B
• Section C
• Section D
• Section E
• Section F