Budget Resources & Guides
- Legislative Fiscal Division Introduction (video)
- Understanding State Finances (in brief)
- Understanding State Finances (full book)
- Differences in Audit and Fiscal Reporting
- State General Fund - Where it Comes From and Where it Goes
- Appropriations Process
- Statutory Appropriations Guide
- HB 2 Guide | HB 2 Process
- Funding Your Bill
- Getting Your Bill Funded in HB 2
- Fiscal Notes Training (video) (Updated 12/21)
- Acronyms
- Interim Budget Changes
- Vacancy Savings
- Present Law and Statewide Present Law
- Managing Volatility
- Training Examples for Revenue Volatility
- Managing Volatility Tools Quick Guide
- Videos
- Montana's Financial Management Tools
- Montana's Financial Reserves
- Governor's Interim Authority
- HB2 Process Training (Video)
- Legislative Budgeting
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
AMY CARLSON
Legislative Fiscal Analyst &
Division Director
406-444-2986