Montana State Legislature

Agenda (Updated 10/21/2024)

Administrative Materials

• Legislator Reimbursement Form
• Meeting Chart (Updated September 2024)

Annual Actuarial Valuations

• MPERA Presentation
  • MPERA FY24 Actuarial Valuation Report
• TRS Presentation
• Draft FY24 Green Sheets

SJ 4 Study

• Draft SJ 4 Final Report
  • Draft Options for SJ 4 Statement of Findings
• Draft 2024 Legislator's Guide
• Draft 2024 Historical Overview
• Equable Institute Presentation: State of Pensions 2024 (pages 1-6)

Stress Tests

• PERS and TRS Stress Test Presentation

Final Reports

• SJ 4 Final Report
• 2024 Legislator's Guide
• FY24 Green Sheets

Agenda (Updated 9/4/2024)

Administrative Materials

• Legislator Reimbursement Form
• SAVA Committee Legislation for the 2023-2024 Interim
• Meeting Schedule (Updated June 2024)
• Meeting Chart (Updated August 2024)

SJ 4 Pension Study

• SJ 4 Study Plan (Updated August 2024)
• Draft SJ 4 Final Report
• Draft 2024 Legislator's Guide to Montana's Public Employee Retirement Systems

Provisional Bill Drafts Related to Elections

• PD 20 - Disclosure Requirements for the Use of AI in Elections
• PD 21 - Local Government Ballot Issues
• PD 22 - Online Voter Registration

Final Reports

• Election Security Study Plan (Updated August 2024)
• Draft Election Security Final Report
• HJ 23 Study Plan (Updated August 2024)
• Draft HJ 23 Findings & Recommendations

Update from the Senate Select Committee on Elections

• Staff Spreadsheet - Butte-Silver Bow County Primary and Recount Results

Agency Required Reports

• Required Agency Reports
• Statewide Election Security Report (SOS)
• Report on the Use of Help America Vote Act (HAVA) Funds (SOS)
• Grants to the Montana Civil Air Patrol (DMA)
• Montana Board of Veteran's Affairs Report (MVAD)
• Cover Letter - Decennial Veterans' Long-Term Care Needs Study (DPHHS/MVAD)
• Decennial Veterans' Long-Term Care Needs Study (DPHHS/MVAD)
• DPHHS Presentation - Decennial Veterans' Long-Term Care Needs Study
• Report on Information Technology Activities (DOA)
• Capitol Complex Advisory Council Report (DOA)
• Employee Incentive Program Report (DOA)
• Commissioner of Political Practices Report (COPP)
• Commissioner of Political Practices Report (COPP) Attachment
• Report on Reemployment of Retired TRS Members

MIC3

• 2024 Report on the Montana Council on Educational Opportunity for Military Children
• OPI Presentation - MIC3 Report

Veterans Guardian

• Presentation - Veterans Guardians: Veterans Helping Veterans
• PLUS Act Model Legislation

DMA Agency Update & Legislation Proposals

• GUARD VA Benefits Act of 2023 (U.S. Senate Bill)
• Handout - Proposed Legislation (DMA)
• Handout - MVAD Stats FY 2023 (DMA)
• Handout - EIS Brochure 2024 (DMA)
• Handout - Defend the Guard Statement

Administrative Rule Review & Litigation Update

• September 2024 Litigation Update Memo
• No administrative rules have been submitted since the July SAVA meeting, so there will not be a rule review memo for the September meeting.

Agenda

Administrative Materials

• Legislator Reimbursement Form
• Meeting Schedule (Updated June 2024)
• Meeting Chart (Updated June 2024)

SJ 4 Pension Study
Study Materials

• SJ 4 Study Plan (Updated July 2024)
• FY23 Green Sheets

Evaluating Risk in Pension Systems

• Pew Memo - Pension System Risk Management

Updating the Legislator's Guide to Montana's Public Employee Retirement Systems

• Draft 2024 Legislator's Guide to Montana's Public Employee Retirement Systems (Updated July 2024)

Pension System Information Requests

• MPERA Information Request - FY24 PERS-DC Plan Withdrawals
• MPERA Information Request - Accrued Liability by GABA by Tier

Agency Updates & Legislation Proposals
Administrative Materials

• Overview of Agency Legislation Request Process

Teacher's Retirement System

• TRS Agency Update

Montana Public Employee Retirement Administration

• MPERA Agency Update

Board of Investments

• BOI Agency Update

Department of Administration

• DOA Agency Update
• DOA House Bill 580 Report
• HB 580 (2023)
• SB 232 (2023)

Pension Oversight
Provisional Bill Drafts Related to Pensions 

• Staff Spreadsheet - Pension Provisional Drafts
• PD 15 – ADEC Repeal for HPORS, SRS, GWPORS 
• PD 16 - Supplemental Employer Contribution for PERS, HPORS, SRS, GWPORS
• PD 17 - Retirement Criteria Change Repeal for HPORS, SRS
• PD 18 – ADEC Repeal for JRS, HPORS, SRS, GWPORS 

Pension System Information Requests 

• MPERA Information Request - Retirement Age for Public Safety Systems in Other States
• MPERA Information Request - Projected Cost of PD 16

Election Security Study
Study Materials

• Election Security Study Plan (Updated July 2024)
• Staff Spreadsheet - AI in Elections Statutes and Bills (Updated July 2024)
• NCSL Summary - Artificial Intelligence (AI) in Elections and Campaigns

Montana Election Observation Initiative

• Carter Center Press Release - Montana Election Observation Initiative
• Montana Election Observation Initiative Preliminary Findings on Missoula County's Primary Election (June 2024)

Online Voter Registration 

• Online Voter Registration Presentation
• Overview of The National Voter Registration Act of 1993
• NCSL Brief - Online Voter Registration
• Voter Registration Flowchart from the Bipartisan Policy Center
• 2022 EAVS Data Brief from the Election Assistance Commission
• HB 557 (2019)
• HB 557 (2019) Fiscal Note
• Proposed Statutory Language from Secure Democracy

Cast Vote Records

• SB 481 (2023)
• Cast Vote Record Information from NCSL
• ES&S Email re. Cast Vote Records with Examples

Provisional Bill Drafts Related to Elections 

• PD 20 - Regulating the Use of AI in Election Communications
• PD 21 – Local Government Referendum and Petition Procedures 

HJ 23 Subcommittee
Study Materials

• HJ 23 Study Plan (Updated July 2024)
• Draft Findings and Recommendations of the HJ 23 Subcommittee (Updated July 2024)

Provisional Bill Draft Related to HJ 23 

• PD 19 – Emergency Procedure Timeline Changes 

Administrative Rule Review & Litigation Update
Administrative Rule Review

• July 2024 Rule Review Memo

Litigation Update

• July 2024 Litigation Update Memo

Agenda

Draft Findings & Recommendations (Updated June 2024)

Full SAVA Meeting

Meeting Agenda

Administrative Materials

• Legislator Reimbursement Form
• Meeting Schedule (Updated January 2024)
• Meeting Chart (Updated March 2024)

SJ 4 Pension Study

• SJ 4 Study Plan (Updated March 2024)
• FY23 Green Sheets
• Pew Presentation - "State Pension Practices and Considerations for Montana"
• BOI Data Request: Montana Rate of Return and Asset Allocation History
• NASRA Issue Brief: Public Pension Plan Investment Return Assumptions
• NIRS Report - "No Quick Fix: Closing a Public Pension Plan Leads to Unexpected Challenges"
• NIRS Presentation - "A Look at the Outcomes of Closing a Public Pension Plan"
• Brief History of the MUS-RP and MUS Supplemental Contributions to TRS
• MUS-ORP: Report on the History and Operation (May 2006)
• SB 25 (2023)
• SB 25 (2023) Fiscal Note
• MPERA Info Request - DC Balances by Years of Service
• TRS Survey Results
• Staff Memo: National Data re. Pensions/Public Service Recruitment & Retention
• Staff Memo: Updating the 2024 Legislator's Guide
• Draft 2024 Legislator's Guide to Montana's Public Employee Retirement Systems

Pension Oversight

• MPERA Research Request - Public Safety System Numbers
• Staff Spreadsheet - Pension Provisional Drafts
• PD0009 - Supplemental Employer Contribution for PERS, HPORS, SRS, GWPORS; Partial HB 569 Repeal
• PD0010 - Supplemental Employer Contribution for PERS
• PD0011 - HB 569 Repeal
• PD0012 - HB 569 Repeal; Supplemental Employer Contributions for HPORS, SRS, GWPORS

Administrative Rule Review & Litigation Update

• May Rule Review Memo
• May Litigation Update Memo

Election Security Study

• Election Security Study Plan (Updated March 2024)
• NCSL Election Administration Profile for Montana
• NCSL Summary: Artificial Intelligence (AI) in Elections and Campaigns
• Staff Memo: Use of AI in Elections - "Deepfake" and "Synthetic Media" Definition Examples
• Staff Memo: Regulating the Use of AI Elections - Examples from Other States
• Montana Code of Fair Campaign Practices
• SB 481 (2023)
• Cast Vote Record Information from NCSL

HJ 23 Subcommittee

• HJ 23 Study Plan (Updated April 2024)
• Draft Findings and Recommendations of the HJ 23 Subcommittee

Emerging Issue: RTM Protocol

• The American Legion Magazine Article: "Mind Shift"
• PTTI Presentation - Reconsolidation of Traumatic Memories (RTM) Protocol
• News Article - "New experimental therapy for PTSD provides relief for local veteran"

HJ 23 Subcommittee

• Agenda
• HJ 23 Study Plan (Updated May 2024)
• 310 Permitting During Emergencies
• Legislator Reimbursement Form

HJ 23 Subcommittee

• Agenda
• HJ 23 Study Plan- Updated April 2024
• Legislator Reimbursement Form
• DES Presentation - Delila Bruno, DES Administrator

Agenda

Administrative Materials

• Meeting Schedule (Updated January 2024)
• Meeting Chart (Updated January 2024)
• Legislator Reimbursement Form

SJ 4 Pension Study

• SJ 4 Study Resolution
• SJ 4 Study Plan (Updated January 2024)
• FY23 Green Sheets
• NASRA Infographic
• Research Request - Appropriations History FY02-FY23
• Research Request - Contribution Rates in Other States
• Cheiron Retirement System Overview for Legislators
• Pew Presentation: State Pension Funding and Models for Success - Updated March 12, 2024
• Pew Infographic: Montana Pension Sustainability Fact Sheet (Draft)

Pension Oversight

• HB 569 (2023)
• Staff Memo - HB 569

Decennial Veterans' Study

• HB 264 (2023)
• Veterans Long Term Care Needs Assessment - PowerPoint Presentation

Administrative Rule Review

• March 2024

HJ 23 Subcommittee

• HJ 23 (2023)
• HJ 23 Study Plan (Updated January 2024)

SB 93 Follow-Up Bill

• SB 93 (2023)
• Request for SB 93 Follow-Up Bill - Clarification re. Local Government Initiative and Referendum Procedures

Election Security Study

• Election Security Study Plan (Updated January 2024)
• Joint Select Committee on Election Security (2023 Session)
• 2023 Election Legislation
• Votinginmontana.org
• Elections in Montana FAQ
• Johns Hopkins Article: "Introducing New Conservative Principles for Building Trust in Elections"
• Conservative Principles for Building Trust in Elections
• EAC Voter Information Pamphlet
• South Dakota Secure Elections Brochure
• Research Request - AI in Elections
• 2024 Legislation re. Use of AI in Elections
• Risk in Focus: Generative A.I. and the 2024 Election Cycle

Impact of SB 176

• SB 176 (2023)
• NCSL Information Request - Interim Committees
• NCSL Information Request - Proportional Representation

Litigation Update

• March 2024 Litigation Update Memo - Andria Hardin, Staff Attorney, LSD

HJ 23 SUBCOMMITTEE

• Agenda
• HJ23 Study Resolution
• HJ23 Study Plan
• HJ23 Study Page
• MCA - Disaster and Emergency Services
• ARM - Emergency and Disaster Relief

Agenda

Administrative Materials

• SAVA Meeting Chart
• SAVA Schedule 2023-24 Interim

Senate Joint Resolution 4 Pension Study

• SJ 4 Study Resolution
• Fiscal Year 2023 Green Sheets
• PERS and TRS Data 2000-2023
• PERS Data Spreadsheet
• TRS Data Spreadsheet
• Brief History of Montana Pension Plans
• Senate Bill 29 (2023)
• PERS and TRS Contribution History
• NASRA Brief - State and Local Government Spending
• NASRA Brief - Employee Contributions
• NASRA Public Fund Survey
• NASRA - Appendix A
• NASRA - Appendix B
• SJ 4 Committee Feedback Summary
• Updated SJ 4 Study Plan
• Historical Look at PERS and TRS Assumed Rate of Return & Actual Performance

Administrative Rule Review

• MAR 44-2-269
• MAR 44-2-270
• MAR 44-2-271
• MAR 44-2-272
• MAR 44-2-273
• MAR 44-2-274

Election Administrator Training

• Staff Memo - Election Administrator Training
• 2024 Election Calendar
• Polling Place Quick Guide for Election Judges

Poll Watchers

• Staff Memo - Poll Watchers

AI in Elections

• NCSL Article
• ​​​​​​​Artificial Intelligence (AI) in Elections and Campaigns

Member Topic Study Plans

• House Joint Resolution 23 (2023)
  • HJ 23 Study Plan
• Election Security Study Plan

Litigation Update

• Litigation Memo

Legislator Reimbursement Form

Agenda

Ballot Issue #13

• Ballot Issue #13 Petition Form
• Ballot Issue #13 The Complete Text of Constitutional Initiative
• Secretary Of State Referral Letter
• Attorney General Memorandum Ballot Measure #13
• Ballot Initiatives and the 13-27-228 meeting

Legislator Expense Claim Form

Agenda

Review of Process and Ballot Issue #12

• Ballot Issue #12 Petition Form
• Ballot Review Process- LSD, September 2023
• Ballot Issue #12 Legal Sufficiency Determination- Attorney General
• Ballot Issue #12 Court Decision- Supreme Court
• The Ballot Initiative Process- LSD

Legislator Expense Claim Form

Agenda

ADMINISTRATIVE MATERIALS

• Meeting Chart
• Adopted Work Plan
• Meeting Schedule

SJ 4: PROVIDE FOR INTERIM STUDY OF PERS AND TRS

• SJ 4 Study Resolution
• Pensions 101 - Rebecca Power
• TRS Valuation Results - Shawn Graham, MT TRS
• MPERA Valuation Results - Dore Schwinden, MPERA
• Draft  FY 23 Green Sheets – Rebecca Power
• SJ 4 Study Plan - Rebecca Power
• 2022 Legislator's Guide to Montana's Public Employee Retirement Systems
• State Employee Benefits & Trends- Misty Ann Giles, Director, Department of Administration
• 2024 State Employee Benefits at a Glance- Misty Ann Giles, Director, Department of Administration

DECENNIAL VETERANS LONG TERM CARE NEEDS STUDY

• HB 264 (2023)

ADMINISTRATIVE RULE REVIEW

• Administrative Rule Review November - Jaret Coles, Staff Attorney
  • Ballot Form and Uniformity Pursuant to 13.12.202-MCA
  • MCA 13.12.202
  • MAR Notice No. 44-2-268

WORK SESSION – MEMBER TOPICS

• Survey Results – Rebecca Power

AGENCY REPORTS

• 2023 Annual Report on HAVA Grant Activity– Angela Nunn, Chief Deputy, Secretary of State
• 2023 Annual Report on Statewide Election Security – Angela Nunn, SOS
• Report on the Youth Voting Program – Richie Melby, Communications Director, SOS

Agenda

Work Session: SAVA Work Plan

• Draft Work Plan
  • Member Topics-Survey Results
  • SJ 4 Pension Study
  • Decision Matrix
  • Proposed Meeting Schedule
  • Meeting Chart

Work Session: Administrative Rule Review

• Rule Review Summary

Agenda

Welcome to SAVA

• Past SAVA Presiding Officers
• Rules, Procedures, & Guidelines for Interim Committees
• SAVA Legislation Summary
• 21-22 SAVA Legislation

SJ4: Provide for Interim Study of PERS and TRS

• SJ4 Interim Study
• FY22 Green Sheets
• 2022 Legislator's Guide to Montana's Public Employee Retirement Systems and HJ8 Final Report

Work Session: Administrative Rule Review 

• Administrative Rule Review Memo
• Rule Review Summary

Work Session: SAVA Work Plan

• Draft Work Plan
• Decision Matrix
• Draft Meeting Chart
• Proposed Meeting Schedule
• Agency Required Reports

Agency Introductions and Overviews

• Montana Public Employee Retirement Administration Presentation
• Teachers Retirement System Presentation
• Department of Administration Presentation
• Montana Veterans Service Program Presentation