Legislative Finance Committee 2025 Biennium

December 17, 2024

Agenda
- 2027 Biennium Budget Analysis
- Volume I: Statewide Perspectives
- OBPP Financial Update (Office of Budget & Program Planning)
- State Information Technology Services Division
  - CIO Report Q1 FY25
  - Project Portfolio Summary Q1 FY25
  - IT Project Portfolio Summary (December 2024)
- Zero Trust Architecture Report
- Budget Recommendations Memo
- Positions Budgeted (PB) Brochure
- Budget Amendment Report All Sections
- Pension Systems
  - Montana Teacher's Retirement System (TRS) Valuation Results
  - Montana Public Employees' Retirement Board (MPERA) Valuation Results
- PERS & TRS Stress Test
Required Reports
- 2-6-1033, MCA, Quarterly Claims Reports (quarter ending Dec 30, 2024)
- 2-6-1033, MCA, Quarterly Claims Reports (quarter ending Sept 30, 2024)
- 5-12-208, MCA, Grant Award Reporting
  - Board of Public Education
  - Commissioner of Political Practices
  - Department of Agriculture (downloads as excel spreadsheet)
  - Department of Commerce (downloads as excel spreadsheet)
  - Department of Environmental Quality (downloads as excel spreadsheet)
  - Judicial Branch (downloads as excel spreadsheet)
  - State Auditor's Office
  - Secretary of State (downloads as excel spreadsheet)
- 5-12-209, MCA, Public Information Request
- DPHHS Medicaid Enterprise System (MES) Program Level Report
- HB 146 Reporting
- HB 283 Grant Reporting
  - Department of Labor & Industry (downloads as excel spreadsheet)
  - Department of Natural Resources & Conservation (downloads as excel spreadsheet)
  - Department of Transportation (downloads as excel spreadsheet)
  - Office of Public Instruction (downloads as excel spreadsheet)
- HB 367 Reporting, OPI Data Modernization Status & Overview Report (December 2024)
- HB 946 Montana University System Report (January 30, 2024)
- HB 946 Montana University System Report (July 31, 2023)

December 4, 2024

Agenda
- NCSL Performance Budgeting Across the States
- Utah's Performance Measure Model
- Tennessee Office of Evidence & Impact Overview
- Pilot Ideas
- Background Materials
  - Full Budget Review
  - NCSL State Performance-Based Budgeting Process

September 19, 2024

Agenda
- 2025 Biennium Budget Update
  - FYE 2024 Financial Overview Report
  - OBPP Financial Update (Office of Budget & Program Planning)
  - Budget Recommendations Memo
  - Budget Amendment Report (Sections A-F)
- State Information Technology Services Division
  - CIO Report Q4 FY24
  - Project Portfolio Summary Q4 FY24
- New Mexico Legislating for Results
- Financial Analysis of Zero-Trust Architecture
- 2027 Biennium Goals & Objectives
- HB 5 Select Committee Report
- Personal Services Demonstration (Chris Dorrington, Director of Department of Environmental Quality)

The following are required reports due to the Legislative Finance Committee by September 1 and September 15, or at fiscal year-end, or quarterly required reports from the most recently completed financial quarter (June 30, 2024):

Required Reports
- 2-6-1033, MCA, Quarterly Claims Reports (quarter ending June 30, 2024)
  - Department of Administration
  - Department of Justice
  - Department of Natural Resources & Conservation
  - Department of Transportation
  - Secretary of State
  - State Auditor's Office
  - Teacher's Retirement Systems
- 2-17-101, MCA, DOA General Services Division, Biennial Lease Summary Report
- 5-11-210, MCA, Summary of 5-11-222, MCA reporting from Legislative Services Division (Updated report will be available just prior to 2025 session)
- 15-1-121(4)(b) Entitlement Share Growth Factor FY 2025 (from Oct 5, 2023)
- 17-1-102, MCA, Encumbrance Extensions
  - Department of Administration
- 17-2-107, MCA, Inter-Entity Loans
  - Department of Administration
  - Montana University Systems
  - MUS Loans & Balances
- 17-2-302(3), MCA independent audit of local government entities
- 17-2-304 Reports
  - Cash Balances
  - Public Service Announcements
- 17-6-105(9), Modified Deposit Schedules
- 17-6-214, MCA Debt and Liability Free Fund (quarter ending June 30, 2024)
- 17-8-101, MCA, Enterprise & Internal Service Funds
  - Department of Administration
- 17-7-202, MCA Statewide Facility Inventory & Condition Report
- 53-6-1325, MCA Quarterly HELP Act Report (quarter ending June 30, 2024)
- HB 2 - SITSD to report to the Legislative Finance Committee on any changes of 5.0% or greater to each expenditure category (personal services, operating expenses, equipment, and debt service)
- HB 5 (2023 session) Fish, Wildlife, and Parks WMA Facilities Upgrade Quarterly Report (June 30, 2024)
- HB 367 Reporting, OPI Data Modernization Status & Overview Report (September 2024)
- HB 424 Reporting, DPHHS Operation of State-Run Health Care Facilities Appropriations Report
- HB 580 (2023 session), Chapter 514 – quarterly reporting of public information request information, effective date July 1, 2024
  - HB 580 Office of Public Instruction Requests Spreadsheet
- HB 693 (2021 session) and other Section D reporting to both LFC and IBC-D, see Interim Budget Committee Section D Reports
- HB 946 Montana University System Report (July 31, 2024)

July 23, 2024

Agenda
- Behavioral Health Systems for Future Generations Commission Report (BHSFG, July 2024)
- Behavioral Health Systems for Future Generations Commission Presentation (BHSFG, July 2024)

June 21, 2024

Agenda
- 2027 Biennium Financial Outlook
- 2027 Biennium Outlook Revenues Summary
- 2025 Biennium Budget Quarterly Financial Overview Report
- OBPP Financial Update (Office of Budget and Program Planning)
- Goals and Objectives Report
  - Goals and Objectives Appendix
- Financial Analysis of Zero Trust Architecture
- Budget Amendment Report Sections A-F
- OPI Data Modernization Legislative Report
- State Information Technology Services Division
  - CIO Report Q3 FY24 (January 1 - March 31, 2024)
  - Project Portfolio Summary Q3 FY24 (January 1 - March 31, 2024)
  - IT Project Portfolio Quarterly Report
  - IT Consolidation One Pager
  - SITSD IT Projects Dashboard
-  HB 424 Personal Services Budgeting Report to LFC & OBPP
- DPHHS Medicaid Change Reporting
Required Reports
- Montana State Fund
  - Annual Budget 2024
- 2-6-1033, MCA, Quarterly Claims Reports

March 14, 2024

Agenda
- 2025 Biennium Quarterly Financial Overview Report
- Budget Amendment Report
- Update on Debt Free Status (OBPP, March 8, 2024)
- Budget Changes Memo, OBPP
- State Information Technology Services Division
- Retirement System Overview (Elizabeth Wiley, Cheiron)
- State Pension Funding and Models for Success (Pew Presentation to SAVA & LFC)
- Montana Pension Sustainability Fact Sheet (Draft)
Required Reports: March
- 2-6-1033, MCA, Quarterly Claims Reports
- HB 367 Reporting
  - OPI Data Modernization Status & Overview Report

January 9, 2024

Agenda
- State Auditor's Office
  - Request for Fiscal Year Transfer (Office of Budget & Program Planning)
  - Supplemental Request Memo
  - Proposed Transfer (Legislative Services Division, Legal)
  - CSI Legal Analysis Memo
- Future Meeting Date Summary
Required Reports: January
- 2-6-1033, MCA, Quarterly Claims Reports
- HB 946 Reporting
  - Montana University Systems

December 14, 2023

Agenda
- 2025 Biennium Budget Quarterly Financial Overview Report
- Budget Amendment Report (December 2023)
- OBPP Budget Changes Memo
- Property Tax Tool Updates & Further Analysis
  - Property Tax Data Tool Training Part 1
  - Property Tax Data Tool Training Part 2
- State Information Technology Systems Division (SITSD)
  - SITSD Project Portfolio Summary Q1 FY24
  - SITSD CIO Report Q1 FY24
  - SITSD IT Project Portfolio Quarterly Report (December 2023)
- Pension Systems
  - Teachers' Retirement System Actuarial Valuation Presentation
    - TRS Actuarial Valuation Results (as of July 1, 2023)
  - MPERA Actuarial Valuation Presentation (Montana Public Employee Retirement Administration)
    - MPERA Actuarial Valuation Results (as of July 1, 2023)
Required Reports: December
- 5-12-208, MCA, Grant Reporting
- 17-2-302, MCA, Fee Account Balances Exceeding Biennium Appropriations
  - Office of Budget and Program Planning
- 17-2-304, MCA, Public Service Announcements
  - Office of Budget and Program Planning
- HB 146 Reporting
  - OBPP Annual Report
- HB 367 Reporting
  - OPI Data Modernization Status & Overview Report

September 14, 2023

Agenda
- Fiscal Report: Statewide Perspectives
- FYE 2023 Report Overview
- Federal COVID/IIJA Funding Summary Report
- Budget Amendment Report
- OBPP Budget Amendment Memo
- State Information Technology Services Division
- LFC Workplan
Required Reports: September
- 2-6-1033, MCA, Quarterly Claims Reports
- 17-1-102, MCA, Encumbrance Extensions
  - Department of Administration
- 17-2-107, MAC, Inter-Entity Loans
  - Department of Administration
  - Montana University Systems
- 17-8-101, MCA, Enterprise & Internal Service Funds
  - Department of Administration
- HB 251 Reporting
  -  OBPP Quarterly Report Q4 FY23
- HB 367 Reporting
  - OPI Data Modernization Status & Overview Report (August 2023)
- HB 424 Reporting
  - DPHHS 2021 Legislative Session FMAP Savings Report
  - DPHHS Operation of State-Run Health Care Facilities Appropriations Report

June 16, 2023

Agenda
- LFD Web Statistics Memo (2023 Session)
- Budget Amendments Report (September 2022 - May 31, 2023)
- OBPP Budget Modifications Memo
- IT Project Portfolio Quarterly Report (June 2023)
- IT Project Portfolio Dashboard
- CIO Report Q3 (SITSD, January 1 - March 30, 2023)
- Miles City Data Center Q&A
Required Reports: June
- 2-6-1033, MCA, Quarterly Claims Reports
- HB 367 Reporting
  - OPI Data Modernization Legislative Update

May 19, 2023

Agenda
- Role of the LFC
- Proposed Rules for LFC
  - Adopted Rules for LFC (adopted May 19, 2023)

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
- 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)
    - Q2 (October - December 2024)
  - Fiscal Year 2024
    - Q1 (July - September 2023)
    - Q2 (October - December 2023)
    - Q3 (January - March 2024)
    - Q4 (April - June 2024)
  - Fiscal Year 2023
    - Q4 (April - June 2023)
- 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
- House Bill 367, OPI Database Modernization Status & Overview Report

Legislative Finance Committee 2023 Biennium

December 4, 2024
Minutes I Video

September 19, 2024
Minutes I Video

March 14, 2024
Minutes I Video

December 14, 2023
Minutes I Video

September 14, 2023
Minutes I Video

June 16, 2023
Minutes I Video

May 19, 2023
Minutes I Video

» Submit Public Comment

October 16, 2024
Bob Olsen, MHA President & CEO, Comments on Medicaid Expansion (Montana Hospital Association)

August 5, 2024
Vanessa Berry, Letter of Support for Reconsolidation of Traumatic Memories Protocol

August 4, 2024
Rob Watson, Comments on HB 872 Commission's Draft

July 31, 2024
Representative Dave Fern & Senator Christopher Pope, Comments on HB 872 Commission's Draft
Representative Bill Mercer, Comments on HB 872 Commission's Draft
Representative Lyn Hellegaard, Comments on HB 872 Commission's Draft Senator Janet Ellis, Comments on HB 872 Commission's Draft

April 9, 2024
Rita Docken, Taxation of Social Security

June 18, 2023
James Reavis, HB 845

Committee Members

Rep Llew Jones - Chair
Rep Terry Falk
Rep Eric Matthews
Rep David Bedey
Rep Mary Caferro
Rep Connie Keogh
Senator Janet Ellis - Vice Chair
Senator Tom McGillvray
Senator Christopher Pope
Senator Shane Morigeau
Senator Carl Glimm
Senator John Esp

Ex Officio

Rep Terry Moore
Rep Bob Keenan
Rep Jerry Schillinger
Rep Bill Mercer
Rep Mike Hopkins

The Legislative Finance Committee (LFC) is a permanent joint administrative committee of the Montana Legislature. Administrative committees are created by state law to manage the administrative functions of the Legislative Branch; the LFC oversees the Legislative Fiscal Division.

The LFC meets during the interim between sessions to review fiscal issues. Meeting agendas, minutes, and reports will be added to this website as they become available.

To find out how vacancies are filled, what the powers and duties of the committee are, and other details associated with the LFC, see the Montana Code Annotated, Title 5, Chapter 12, Part 2.

Montana State Legislature

Legislative Finance Committee 2025 Biennium

Legislative Finance Committee

2025 Biennium