HFA Reports by Date

All Reports by Date

In chronological order beginning with most recent

Reports published in 2006 and prior can be found on our Archives page.

Most of these documents are in "portable document format" (PDF), which requires Adobe Acrobat Reader to view and print the files. It is a free plug-in for your web browser and is available from Adobe. Some of the documents require Adobe Version 8, or higher. Free upgrades are available from Adobe here. Copies of the reports listed below may be obtained by contacting the office at 517.373.8080 or contacting Kathryn Bateson.

2012

Revenue Review, February, 2012 [90K], prepared by Mary Ann Cleary, Director and Rebecca Ross, Senior Economist. A quarterly revenue report for the State of Michigan.

Public University Summary Data, Fiscal Years 2006-07 to 2010-11 [596K], February 8, 2012. Prepared by Kyle I. Jen, Deputy Director and Bill Bowerman, Senate Fiscal Agency.

Motor Fuel Taxes, Sales Tax on Motor Fuels, and Tax Collection [25K] February 6, 2012, Prepared by William E. Hamilton. This memo provides background information on taxes imposed on motor fuels in Michigan.

Estimated Constitutional Revenue Sharing Payments to Cities, Villages, and Townships, FY 2011-12 through FY 2013-14. [618K] January 26, 2012. Prepared by Jim Stansell. This document provides estimated Constitutional revenue sharing payments to cities, villages, and townships for FY 2011-12 through FY 2013-14, based on sales tax projections from the January 13, 2012 Consensus Revenue Estimating Conference.

Payments in Lieu of Taxes (PILT) Reductions [112K] January 19, 2012, Prepared by Ben Gielczyk, Senior Fiscal Analyst. This memo provides information on recent reductions in appropriations for payments in lieu of taxes (PILT) paid to local units of government for state-owned property.

Economic Outlook and Revenue Estimates for Michigan FY 2011-12 thru FY 2013-14 [203K], January 2012. Prepared by Rebecca Ross and Jim Stansell. This report includes a national and State economic forecast for calendar year (CY) 2011 through 2014. It also presents preliminary final General Fund/General Purpose (GF/GP) and School Aid Fund (SAF) revenue for fiscal year FY 2010-11, revised revenue estimates for FY 2011-12 and FY 2012-13, and initial estimates for FY 2013-14.

Consensus Revenue Agreement, Final Summary [46K], January 17, 2012. This memo provides a summation of the agreements reached at the January 2012 conference. The consensus estimates will be revised or updated at the May 2012 conference.

Consensus Revenue Agreement, Executive Summary [203K], January 13, 2012. Economic and Revenue forecasts for fiscal years 2012, 2013 and 2014.

Civil Filing Fee fund [92K], January 11, 2012. Prepared by Erik Jonasson, Fiscal Analyst. This memo discusses the Civil Filing Fee Fund that was created by Public Act 138 of 2003 (MCL 600.171).

Justice System Fund Overview [109K], January 11, 2012. Prepared by Erik Jonasson, Fiscal Analyst. This memo discusses the Justice System Fund (JSF) that was created by Public Act 97 of 2003 (MCL 600.181) to simplfy the assessment, collection, and distribution of monetary obligations imposed in criminal cases.

Traffic Citation Revenue [271K], January 11, 2012. Prepared by Erik Jonasson, Fiscal Analyst. This memo outlines the distribution of funds from traffic citations in Michigan.

2011

Bureau of Commercial Services, Licensing Division - Analysis of Revenues & Expenditures [641K] December 14, 2011, Prepared by Paul Holland, Fiscal Analyst. This memo discusses Bureau of Commerical Services, Licensing Division - Analysis of Revenues & Expenditures.

Economic/Review Overview and Revenue Monthly Review [127K], December 8, 2011. Prepared by Rebecca Ross.

Milk Safety and Quality Assurance Program [41K], December 1, 2011. Prepared by William E. Hamilton.

Performance Indicators Formula [124K] November 17, 2011, Prepared by Erik Jonasson, Fiscal Analyst. This memorandum provides summarizes the distribution formula set out by the Performance Indicators Task Force in a 2006 report and used in some subsequent budget years, including the FY 2011-12 Community Colleges budget (Article II, PA 62 of 2011).

Office of Great Start, Supplemental Request 2012-3 [69K] November 17, 2011, Prepared by Mark Wolf and Bethany Wicksall, School Aid Analysts and Kevin Koorstra, DHS Analyst. This memorandum provides an overview of EO 2011-8 and Supplemental Request 2012-3, establishing the Office of Great Start within the Department of Education.

LARA Regulatory Fees - Updated for FY 2011 [1,140K] December 14, 2011, Prepared by Paul Holland, Fiscal Analyst. This memo discusses LARA Regulatory Fees.

State Support for Aeronautics Programs [43K]. November 7, 2011. Prepared by William E. Hamilton. This memo gives information on State Support for Aeronautics Programs in Michigan.

State Health Insurance Exchanges [81K] November 7, 2011, Prepared by Paul Holland, Fiscal Analyst. This memo discusses State Health Insurance Exchanges.

Revenue Review [61K] November 2011, prepared by Mary Ann Cleary, Director and Rebecca Ross, Senior Economist. A quarterly revenue report for the State of Michigan.

The Basics of the Foundation Allowance - FY 2011-12 [65K], October 12, 2011. Prepared by Bethany Wicksall, Senior Fiscal Analyst and Mark Wolf, Senior Fiscal Analyst. This memo gives detail how the foundation allowance is determined and paid to schools. (Update)

Economic/Review Overview and Revenue Monthly Review [121K], October 13, 2011. Prepared by Rebecca Ross.

State Services Fee Fund [108K] Octber 11, 2011. Prepared by Ben Gielczyk. This memo provides information on the State Services Fee Fund, its sources of revenue, the annual appropriations from the fund, and issues with the divergence in revenues and appropriations.

Higher Education Appropriations Report, Fiscal Year 2011-12 [1088K]. Prepared by Kyle I. Jen and Bill Bowerman, September 2011.

Line Item Summaries FY 2011-12 [39K], September 2011(html).

Preliminary Overview of Executive Contingency Plan for FY 2011-12 [212K]. October 3, 2011. Prepared by Mary Ann Cleary, Director. This memo gives information on the Preliminary Overivew of Executive Contingency Plan for FY 2011-12 General Fund budget agreement assumed for $145.0 million in savings from employee concessions.

Michigan's High Speed Intercity Passenger Rail Projects [212K]. September 27, 2011. Prepared by William E. Hamilton. This memo gives information on Michigan's High Speed Intercity Passenger Rail Projects.

The Effect of Personal Property Tax Elimination on Community Colleges [83K], September 28, 2011. Prepared by Erik Jonasson, Fiscal Analyst. This memo focuses specifically on how this change would affect community college budgets in Michigan.

Unemployment Insurance Interest Liability [383K], September 28, 2011. Prepared by Mark Wolf, Senior Fiscal Analyst. This memo provides information on Unemployment Insurance Interest Liability.

Economic Vitality Incentive Program [106K], September 22, 2011. Prepared by Ben Gielczyk, Senior Fiscal Analyst and Jim Stansell, Economist. This memo provides information on constitutional and statutory revenue sharing and the development and enactment of the Economic Vitality Incentive Program (EVIP) for cities, villages, and townships (CVTs) in the FY 2011-12 budget.

Personal Property Tax Elimination on School Funding [251K], September 22, 2011. Prepared by Bethany Wicksall, Senior Fiscal Analyst and Mark Wolf, Senior Fiscal Analyst. This memo gives detail on the Impact of Personal Property Tax Elimination on School Funding. (Revised)

Economic and Budget Update [168K], September 20, 2011. Prepared by Mary Ann Cleary, Director. This memo provides an update on the U.S. and Michigan economies and the state budget.

State Employee Retiree Health Benefit Prefunding [24K], September 20, 2011. Prepared by Kyle I. Jen, Deputy Director and Bethany Wicksall, Senior Fiscal Analyst. This memo provides information on State Employee Retiree Health Benefit Prefunding.

University Tuition Restraint Submissions [253K], September 15, 2011. Prepared by Kyle I. Jen, Deputy Director. This memo gives detail on University Tutiion Restraints.

Judicial Resources Recommendations [131K], September 15, 2011. Prepared by Erik Jonasson.

Economic/Review Overview and Revenue Monthly Review [131K], September 13, 2011. Prepared by Rebecca Ross.

Appropriations: Summary and Analysis, FY 2011-12 [625K], August 2011. This report summarizes the enacted FY 2011-12 appropriations.

Reports Required by Boilerplate FY 2011-12 [179K], August 2011.

Revenue Review, August 2011 [63K], prepared by Mary Ann Cleary, Director and Rebecca Ross, Senior Economist. A quarterly revenue report for the State of Michigan. Revised to exclude tax amnesty revenue.

FY 2011-12 Public University Tuition Increases [75K], prepared by Kyle I. Jen, Deputy Director, July 18, 2011. This memo discusses the FY 2011-12 Public University Tuition Increases.

Pure Michigan Tourism Advertising Campaign [32K]. July 18, 2011. Prepared by Ben Gielczyk. This memo discusses the Pure Michigan Advertising Campaign.

Description of Recently Enacted Personal Income Tax Changes with Taxpayer Examples [166K]. July 8, 2011. Prepared by Rebecca A. Ross

Rail Passenger Service in Michigan [166K]. June 27, 2011. Prepared by William E. Hamilton. This memo gives information on Rail Passenger Service in Michigan.

Michigan's High Speed Intercity Passenger Rail Projects [37K]. June 27, 2011. Prepared by William E. Hamilton. This memo gives information on Michigan's High Speed Intercity Passenger Rail Projects.

Bay City State Police Post Memo [28K]. Prepared by Robin Risko, June 9, 2011.

FY 2011-12 Appropriations Bill Summaries (All Budgets) [55K], June 2011 (html).

Revenue Source and Distribution [363K], prepared by Rebecca Ross, June 2011. This report provides information on the source and distribution of revenue for the State of Michigan, and includes estimated FY 2010-11 and FY 2011-12 revenue. Estimates in this report are based on revenue amounts agreed to at the May 2011 Consensus Revenue Estimating Conference and revenue detail in the FY 2011-12 Executive Budget Recommendation. It also reflects revenue impacts due to tax amnesty, unclaimed property, liquor reforms, and changes to the state's tax structure included in HB 4361 and HB 4362 of 2011.

Economic/Review Overview and Revenue Monthly Review [127K] June, 2011. Prepared by Rebecca Ross.

Consensus Revenue Agreement [46K], May 24, 2011. These tables provide a summation of the agreements reached at the May 2011 conference. These consensus estimates will be reviewed and updated at the January 2012 conference.

A Problem 10 Years in the Making [322K] May 20, 2011, Prepared by Mitchell E. Bean, Director.

Consensus Revenue Agreement, Executive Summary [47K], May 16, 2011. Economic and Revenue forecasts for fiscal years 2011, 2012 and 2013.

Economic Outlook and Revenue Estimates for Michigan FY 2010-11 Through FY 2012-13 [207K], May 2011. Prepared by Rebecca Ross and Jim Stansell. This report presents final General Fund/General Purpose and School Aid Fund revenue for fiscal year (FY) 2009-10, revised revenue estimates for FY 2010-11, and initial estimates for FY 2011-12, and an initial estimate for FY 2012-13. Estimates reported herein will be presented to the Consensus Revenue Estimating Conference on May 16, 2011, and will be used to facilitate the consensus estimating process.

HFA May Revenue Estimates with Enacted Tax Plan Under HB 4361 and HB 4362 [9K], May 2011. Prepared by Rebecca Ross.

Revenue Review, May 2011 [52K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

A Problem 10 Years in the Making [366K], Presentation by Mitchell E. Bean, Director. Prepared for Representative Joan Bauer, District 68 Budget Town Hall, April 21, 2011.

Revenue Source and Distribution [366K], prepared by Rebecca Ross, April 2011. This report provides information on the source and distribution of revenue for the State of Michigan, and includes estimated FY 2010-11 and FY 2011-12 revenue. Estimates in this report are based on revenue amounts agreed to at the January 2011 Consensus Revenue Estimating Conference and revenue detail in the FY 2011-12 Executive Budget Recommendation.

Review and Analysis: FY 2011-12 and FY 2012-13 Executive Budget Recommendation [680K], March 2011. In this publication, the Director's Overview provides information on revenue sources and appropriations proposed in the Executive Budget Recommendation for FY 2011-12 and FY 2012-13, as well as information on proposed changes to the state's retirement systems and tax structure. It also provides summary charts and tables of appropriations and fund sources in the proposed budget.

A Problem 10 Years in the Making [439K] March 10, 2011, Presentation by: Mitchell E. Bean, Director. Prepared for Representative Hobbs and Senator Gregory Budget Town Hall.

FY 2011-12 Executive Recommendation for Tax Changes. [87K] March 8, 2011, Prepared by Rebecca Ross, Jim Stansell and Chris Couch. This analysis describes the Governor's Tax Proposal.

Executive Orders 2011-4 and 2011-5 [459K] March 3, 2011, Prepared by Mark Wolf, Fiscal Analyst. This memo discusses Executive Orders 2011-4 and 2011-5 and the creation of the Department of Licensing and Regulatory Affairs.

Agriculture Equine Industry Development Fund - State Support for Horse Race Programs [38K] March 2, 2011, Prepared by William E. Hamilton. This memo talks about the Agriculture Equine Industry Development Fund and State Support for Horse Race Programs.

A Problem 10 Years in the Making [459K] February 26, 2011, Prepared by Mitchell E. Bean, Director.

Preliminary Review of the FY 2011-12 and FY 2012-13 Executive Budget Recommendation [193K], February 22, 2011. This preliminary review provides a quick look at the Executive Budget Recommendation for FY 2011-12 and FY 2012-13.

Revenue Review, February 2011 [79K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Public University Summary Data, Fiscal Years 2005-06 to 2009-10 [606K], February 1, 2011. Prepared by Kyle I. Jen, Associate Director and Bill Bowerman, Senate Fiscal Agency.

Michigan's General Fund/General Purpose Budget [355K], January 2011. REVISED: SEE FINAL PAGE Prepared by Kyle I. Jen, Associate Director.

Consensus Revenue Agreement [36K], January 14, 2011. The attached tables provide a summation of the agreements reached at the January 2011 conference. These consensus estimates will be revised or updated at the May 2011 conference.

Line Item Summaries FY 2010-11 [38K], January 2011 (html).

Unemployment Insurance Solvency Issues and Interest Liability [648K]. Prepared by Mark Wolf, January 7, 2011. This memo to the House Appropriations Subcommittee on Economic Development provides information on Unemployment Insurance Solvency Issues and Liability.

Economic Outlook and Revenue Estimates for Michigan FY 2010-11 and FY 2011-12 [226K], January 2011. Prepared by Rebecca Ross and Jim Stansell. This report presents final General Fund/General Purpose and School Aid Fund revenue for fiscal year (FY) 2009-10, revised revenue estimates for FY 2010-11, and initial estimates for FY 2011-12.

2010

Transportation Needs and Revenue Distribution Memo. [1897K], December 3, 2010, Prepared by William E. Hamilton.

Michigan's Budget: Issues and Options. [376K] November 8, 2010. Presentation for New Member Training by Mitchell E. Bean, Director.

Higher Education Appropriations Report, Fiscal Year 2010-11 [244K]. Prepared by Kyle I. Jen and Ellen Jeffries, November 2010.

Appropriations: Summary and Analysis, FY 2010-11 [1079K], November 2010. This report summarizes the enacted FY 2010-11 appropriations.

FY 2010-11 Public University Financial Information - Section 436 of Public Act 203 of 2010. [194K], November 19, 2010, Prepared by Kyle Jen.

Reports Required by Boilerplate FY 2010-11 [196K], November 2010.

Revenue Review, November 2010 [52K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Michigan's Economy and Budget. [381K] October 28, 2010. Presentation by Mitchell E. Bean at the Grand Valley Metro Council.

Constitutional Convention Ballot Proposal 1 of 2010. [105K] October 14, 2010, by Chris Couch and Ben Gielczyk. This analysis gives information on the fiscal impact, background information and for/against arguments on the Constitutional Convention

Where We Are and How We Got There. [118K] October 8, 2010, presentation by Mitchell E. Bean at Oakland Unveristy Campaigns and Elections Forum.

The Treatment of Game Animals as Livestock in Michigan: Fiscal and Reuglatory Issues [60K] October 5, 2010. Prepared by William E. Hamilton, Senior Fiscal Analyst. This memo provides detailed information on the Treatment of Game Animals as Livestock in Michigan, Fiscal and Regulatory Issues.

FY 2010-11 Fiscal Summaries (All Budgets) [54K], September 2010 (html).

Memo on House Bill 6453: Michigan Promise Tax Credit, September 17, 2010.Prepared by Kyle I. Jen, Associate Director. [26K],

Tax Amnesty, Unclaimed Property Revenue, and Debt Service Restructuring Proposals, August 23, 2010. [35K], prepared by Mitchell E. Bean and Ben Gielczyk. This memo gives a summary of the Govenor's proposals for closing the FY 2010-11 general fund budget deficit.

AMTRAK Service in Michigan including State Contract Options, August 19, 2010 [35K], prepared by William E. Hamilton. This memo discusses the AMTRAK Service in Michigan and State Contract Operations.

Federal Education Jobs Fund Memo, August 18, 2010 [124K], prepared by Bethany Wicksall and MaryAnn Cleary. This memo discusses the Federal Education Jobs Fund Act.

Where We Are and How We Got There, August 16, 2010.Presentation by Mitchell E. Bean at the Michigan Judges' Association Annual Conference. [83K],

Revenue Review, August 2010 [75K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

State Unemployment Funds: Implications for Michigan's Budget, July 28, 2010 [246K], presentation by Mitchell E. Bean at the National Conference of State Legislatures (NSCL).

Standard Principles and Practice in Public Finance, July 25, 2010 [90K], presentation by Mitchell E. Bean at the National Conference of State Legislatures (NSCL).

Public University Tuition Rates [96K]. Prepared by Kyle Jen, July 26, 2010.

Michigan's Economy and Budget [416K]. A presentation by Mitch Bean to the District 62 Town Hall Meeting, July 1, 2010.

Revenue Source and Distribution [324K], prepared by Rebecca Ross, June 2010. This report provides information on the source and distribution of revenue for the State of Michigan, and includes estimated FY 2009-10 and FY 2010-11 revenue. Estimates in this report are based on revenue amounts agreed to at the May 2010 Consensus Revenue Estimating Conference and revenue detail in the FY 2010-11 Executive Budget Recommendation.

The Impact of Tax Expenditures on Budget Shortfalls. [139K], June 1, 2010 presentation by Mitchell E. Bean.

Summary of Public School Employee Retirement Revisions - PA 75 of 2010

Consensus Revenue Agreement [88K], May 21, 2010. These tables provide a summation of the agreements reached at the May 2010 conference. These consensus estimates will be reviewed and updated at the January 2011 conference.

Estimated FY 2009-10 Revenue Sharing Payments to Cities, Villages, and Townships [450K], May 21, 2010. Prepared by Jim Stansell. This document provides detailed estimates of revenue sharing payments to cities, villages, and townships for FY 2009-10 under current law, revised to reflect the estimates from the May 21, 2010 Consensus Revenue Estimating Conference.

Economic Outlook and Revenue Estimates for Michigan FY 2009-10 and FY 2010-11 [236K], prepared by Rebecca Ross and Jim Stansell, May 2010. This report presents final General Fund/General Purpose and School Aid Fund final revenue for fiscal year (FY) 2008-09, and revised revenue estimates for FY 2009-10 and 2010-11. Estimates reported herein will be presented to the Consensus Revenue Estimating Conference on May 21, 2010, and will be used to facilitate the consensus estimating process.

Michigan Gas and Oil Lease Revenue [21K], prepared by Viola Bay Wild, May 12, 2010. The following contains information concerning the revenue that is received by the State of Michigan from the sale of land oil and gas leases on state-owned lands.

Revenue Review, May 2010 [73K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Michigan's Economy and Budget [395K]. A presentation by Mitch Bean to the District 62 Town Hall Meeting, May 3, 2010.

State Transportation Borrowing and Debt Service [54K], April 22, 2010.

Transportation Administration Collection Fund [74K], updated April 20, 2010. This memo provides information on the Transportation Administration Collection Fund (TACF) and its revenue shortfall.

Revenue Source and Distribution [324K], prepared by Rebecca Ross, March 2010. This report provides information on the source and distribution of revenue for the State of Michigan, and includes estimated FY 2009-10 and FY 2010-11 revenue. Estimates in this report are based on revenue amounts agreed to at the January 2010 Consensus Revenue Estimating Conference and revenue detail in the FY 2010-11 Executive Budget Recommendation.

State University Summary Data FY 2004-05 to FY 2008-09 [224K], March 31, 2010. Prepared by Kyle I. Jen and Ellen Jeffries. Headcount and fiscal year-equated student history, higher education tuition history, state and financial aid history, etc.

Revenue Sharing Payments to Cities, Villages, and Townships FY2009-10 and FY2010-11 (HB5880 H-2) [702K], March 26, 2010. Prepared by Jim Stansell. This document provides detailed estimates of revenue sharing payments to cities, villages, and townships for FY 2009-10 under current law and FY 2010-11 as per HB5880 (H-2) as passed the House of Representatives.

Revenue Sharing Payments to Counties for FY2009-10 and FY2010-11 (HB5880 H-2) [75K], March 26, 2010. Prepared by Jim Stansell. This document provides detailed estimates of revenue sharing payments to eligible counties for FY 2009-10 under current law and FY 2010-11 as per HB5880 (H-2) as passed by the House of Representatives.

Background Briefing: State Financial Aid Programs [38K], March 16, 2010. Prepared by Kyle I. Jen.

Interdepartmental Grants from State-Restricted Transportation Funds [46K], March 9, 2010. A memo to the House Appropriations Subcommittee on Transportation.

Tuition Incentive Program [78K]. Prepared by Kyle I. Jen, March 2, 2010. This memo to the House Appropriations Subcommittee on Higher Education provides background information on the Tuition Incentive Program, as well as details on the proposed policy changes to the program under the FY 2010-11 Executive Recommendation.

Review and Analysis: FY 2010-11 Executive Budget Recommendation [485K], March 2010. This publication provides information on revenue sources proposed in the Executive Recommendation for FY 2010-11, including tobacco settlement funds. It also provides summary charts and tables of proposed budget funds and sources.

Executive Proposed Reforms for Michigan School Employees' Retirement System (MPSERS) [26K], February 17, 2010. A memo, prepared by Bethany Wicksall, to the Members of the Michigan House of Representatives.

Executive Proposed Reforms for State Employees' Retirement System (SERS) [27K], February 17, 2010. A memo, prepared by Bethany Wicksall, to the Members of the Michigan House of Representatives.

Preliminary Review of the FY 2010-11 Executive Budget Recommendation [202K], February 16, 2010. This preliminary review provides a quick look at the Executive Budget Recommendation for FY 2010-11.

Revenue Sharing Payments to Local Units of Government [677K], February 11, 2010. Prepared by Jim Stansell. This document provides detailed estimates of revenue sharing payments to cities, villages, and townships for FY 2009-10 (under current law) and FY 2010-11 (as per the Executive Recommendation).

Converting MPSERS from a Defined Benefit (DB) to a Defined Contribution (DC) System [21K], February 3, 2010. A memo, prepared by Bethany Wicksall, discussing the fiscal impact of closing the Michigan Public School Employees' Retirement System's (MPSERS) DB plan and moving to a DC plan.

Revenue Review, February 2010 [95K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Appropriations: Summary and Analysis, FY 2009-10 [550K], January 2010. This report summarizes the enacted FY 2009-10 appropriations.

Line Item Summaries FY 2009-10 [37K], January 2010 (html).

Department of Labor, Energy, and Economic Growth FY 2009-10 Decision Document [767K]. Prepared by Mark Wolf, January 26, 2010. Public Act 130 of 2009.

Healthy Michigan Fund Appropriations FY 2009-10 [20K], January 25, 2010. Prepared by Sue Frey.

Consensus Revenue Agreement [87K], January 2010. These tables provide a summation of the agreements reached at the January 2010 conference. The consensus estimates will be revised or updated at the May 2010 conference. Consensus Revenue Agreement - Executive Summary [49K], January 2010. The attached document provides an Executive Summary of the January 11, 2010 Consensus Revenue Estimating Conference.

Reports Required by Boilerplate FY 2009-10 [205K], January 2010.

Economic Outlook and Revenue Estimates for Michigan FY 2009-10 and FY 2010-11 [241K], prepared by Rebecca Ross and Jim Stansell, January 2010. This report presents final General Fund/General Purpose and School Aid Fund revenue for fiscal year (FY) 2008-09, revised revenue estimates for FY 2009-10, and initial estimates for FY 2010-11.

2009

Higher Education Appropriations Report, Fiscal Year 2009-10 [133K]. Prepared by Kyle I. Jen and Ellen Jeffries, December 2009.

Implementation of FY 2009-10 Financial Aid Appropriations, [250K]. Prepared by Kyle I. Jen, December 21, 2009. A memo to the House Appropriations Subcommittee on Higher Education.

American Recovery and Reinvestment Act Funding and Michigan's State Budget, Fiscal Forum, [150K]. Prepared by Kyle I. Jen, December 8, 2009.

Energy, Labor, and Economic Growth (Dept of) Final FY 2008-09 Summary [130K]. Prepared by Mark Wolf, November 23, 2009. A memo to the House Appropriations Subcommittee on Economic Development.

Extension of Unemployment Insurance Benefits [644K]. Prepared by Mark Wolf, November 18, 2009. A memo to the House Appropriations Subcommittee on Economic Development. This memo provides an overview of the unemployment insurance provisions contained in the Worker, Homeownership, and Business Assistance Act of 2009.

Merit Award Trust Fund [67K], prepared by Kyle I. Jen, November 6, 2009. This memo provides updated information on Merit Award Trust Fund revenues and appropriations for fiscal years (FYs) 2008-09 and 2009-10.

Revenue Review, November 2009 [73K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Vetoed Budget Bill Items: Summary, FY 2009-10 State Budget [44K]. November 6, 2009.

Proration of School Funding [81K]. Prepared by Bethany Wicksall and Mary Ann Cleary, October, 28, 2009.

Michigan Unemployment Trust Fund [153K]. Prepared by Mark Wolf, October, 2009.

Revenue Sharing Payments to Local Units of Government [820K]. Prepared by Jim Stansell, September 29, 2009. Final FY 2008-09 and Estimated FY 2009-10 Revenue sharing payments to cities, villages, and townships under SB 245 (S-2) CR-1 *.

Executive Order 2009-43 [25K], prepared by Robin Risko, September 14, 2009. A memo to the House Standing Committee on Appropriations.

Community College Renaissance Zone Reimbursement Elimination [200K], prepared by Benjamin Gielczyk, September 11, 2009.

Developmental and Remedial Education at Michigan's Community Colleges [109K], prepared by Benjamin Gielczyk, September 11, 2009. A memo to the House Appropriations Subcommittee on Community Colleges.

Indian Tuition Waiver Program [84K], prepared by Benjamin Gielczyk, September 11, 2009. A memo to the House Appropriations Subcommittee on Community Colleges.

FY 2008-09 SUPPLEMENTAL APPROPRIATIONS, Summary: House Bill 4721 as Enacted, Public Act 73 of 2009 [33K], August 31, 2009. Prepared by Mary Ann Cleary and Bethany Wicksall.

FY 2008-09 SUPPLEMENTAL APPROPRIATIONS, Summary: House Bill 4308 as Enacted, Public Act 39 of 2009 [33K], August 30, 2009. Prepared by Kyle I. Jen.

Executive Order 2009-36 [35K], prepared by Robin Risko, August 12, 2009. A memo to the House Standing Committee on Appropriations.

Revenue Review, August 2009 [75K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Revenue Source and Distribution [226K], prepared by Rebecca Ross, July 2009. This report provides information on the source and distribution of revenue for the State of Michigan, and compares projected FY 2008-09 revenue with estimated FY 2009-10 revenue. Estimates in this report are based on revenue amounts agreed to at the May 2009 Consensus Revenue Estimating Conference and revenue detail in the FY 2009-10 Executive Budget Recommendation.

Michigan Promise Grant Program [61K], July 2, 2009 (revised for Senate passage). Prepared by Kyle I. Jen. This memo provides background information on the Promise Grant Program, as well as information on projected program costs.

FY 2008-09 SUPPLEMENTAL APPROPRIATIONS, Summary: House Bill 4310 as Enacted, Public Act 64 of 2009 [68K], June 26, 2009. Prepared by Kyle I. Jen.

Consensus Revenue Agreement [90K], May 19, 2009. These tables provide a summation of the agreements reached at the May 2009 conference. These consensus estimates will be reviewed and updated at the January 2010 conference.

Consensus Revenue Agreement, Executive Summary [47K], May 15, 2009. Economic and revenue forecasts for fiscal years 2009 and 2010.

Economic Outlook and Revenue Estimates for Michigan FY 2008-09 and FY 2009-10 [304K], May 2009. Prepared by Rebecca Ross and Jim Stansell. This report presents final General Fund/General Purpose and School Aid Fund final revenue for fiscal year (FY) 2007-08, and revised revenue estimates for FY 2008-09 and FY 2009-10.

Revenue Review, May 2009 [109K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Revenue Sharing Payments to Local Units of Government, Estimated FY 2008-09 [528K]. Prepared by Jim Stansell, May 5, 2009. This document provides detailed revenue sharing estimates for FY2008-09 to reflect changes due to Executive Order 2009-22.

Executive Order 2009-22, Summary [678K], May 5, 2009. FY 2008-09 Appropriation Reductions.

Transportation-Related Programs within the 2009 Federal Stimulus Package - The American Recovery and Reinvestment Act of 2009 [79K]. Prepared by William E. Hamilton, April 8, 2009.

State University Summary Data FY 2003-04 to FY 2007-08 [220K], March 17, 2009. Prepared by Kyle I. Jen and Ellen Jeffries. Headcount and fiscal year-equated student history, higher education tuition history, state and financial aid history, etc.

Review and Analysis: FY 2009-10 Executive Budget Recommendation [648K], March 2009. This publication provides information on revenue sources proposed in the Executive Recommendation for FY 2009-10, including tobacco settlement funds. It also provides summary charts and tables of proposed budget funds and sources.

Agriculture Development Fund [23K]. Prepared by William E. Hamilton, March 5, 2009.

Transportation-Related Programs within the 2009 Federal Stimulus Package - The American Recovery and Reinvestment Act of 2009 [79K]. Prepared by William E. Hamilton, March 5, 2009.

Fiscal Impact of HB 4285/SB 255 - School Employees' Retirement Incentive [89K], Prepared by Bethany Wicksall, February 20, 2009.

Preliminary Conference Agreement Federal Stimulus Allocations [153K], February 18, 2009.

Preliminary Review of the FY 2009-10 Executive Budget Recommendation [305K], February 17, 2009. This preliminary review provides a quick look at the Executive Budget Recommendation for FY 2009-10.

Explanation of Unreserved General Fund and School Aid Fund Balances [89K], February 10, 2009.

Economic and Revenue Forecasts: Implications for Michigan's Budget [690K], February 5, 2009. A presentation for the Michigan House of Representatives, given by Mitchell E. Bean.

Revenue Review: February 2009 [117K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Consensus Revenue Agreement [95K], January 2009. These tables provide a summation of the agreements reached at the January 2009 conference. The consensus estimates will be revised or updated at the May 2009 conference.

Economic Outlook and Revenue Estimates for Michigan FY 2008-09 and FY 2009-10 [317K], January 2009. Prepared by Rebecca Ross and Jim Stansell. This report presents final General Fund/General Purpose and School Aid Fund revenue estimates for fiscal year (FY) 2007-08, revised revenue estimates for FY 2008-09, and initial revenue estimates for FY 2009-10.

2008

Summary of Executive Order 2008-21 [168K], December 10, 2008.

Reports Required by Boilerplate FY 2008-09 [250K], November 2008.

Line Item Summaries FY 2008-09 [34K], November 2008 (html).

FY 2008-09 Appropriation Report, Department of Community Health, Public Act No. 246 of 2008 and FY 2007-08 Supplemental Actions [387K], November 2008. Prepared by Margaret Alston, Susan Frey, and Steve Stauff. Technical legislative intent report of the enacted Department of Community Health Fiscal Year 2008-09 budget, detailing each appropriation line item change from the prior fiscal year budget, and including a brief summary of each boilerplate section. Enacted supplemental appropriations and boilerplate for Fiscal Year 2007-08 are also detailed.

Civil Service Salary and Benefit Comparisons [311K], November 2008. Prepared by Viola Bay Wild, Jim Stansell, and Mitch Bean. This report was prepared at the request of the Speaker of the House, State Representative Andy Dillon, for a comparison of wages and benefits for State of Michigan classified employees and wages and benefits for similar positions in the private sector.

Revenue Review, November 2008 [109K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Higher Education Appropriations Report, Fiscal Year 2008-09 [322K]. Prepared by Ellen Jeffries and Kyle I. Jen, October 2008.

Appropriations: Summary and Analysis, FY 2008-09 [619K], October 2008. This report summarizes the enacted FY 2008-09 appropriations.

Stem Cell Research Ballot Proposal of 2008 [155K], October 22, 2008. Prepared by Susan Stutzky and Susan Frey. An analysis of Proposal 08-2.

Medical Marijuana Ballot Proposal of 2008 [160K], October 15, 2008. Prepared by Chris Couch, Susan Frey, Ben Gielczyk, Marilyn Peterson, and Jan Wisniewski. An analysis of Proposal 8-1.

A Guide to the Legislative Appropriation Process [301K], September 2008. This publication explains the State of Michigan budget process and includes information on constitutional and statutory provisions that guide the budget process, the consensus revenue estimating process, the legislature's role in the budget process, appropriation bill format, and adjustments to enacted appropriations.

State Financial Aid Funding for Postsecondary Education (Fiscal Focus) [285K]. Prepared by Kyle I. Jen, September 2008. This report provides information on each of Michigan's state financial aid programs, as well as context regarding historical changes to state financial aid funding and comparisons with financial aid funding in other states.

Child Development and Care Program Performance Audit, Summary of the [88K], August 11, 2008. The following information was compiled by Kevin Koorstra and Bob Schneider after a review of the findings of the recent Auditor General's report on the Child Development and Care Program in the Department of Human Services.

Revenue Review, August 2008 [122K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

State University Tuition Rates - Revised [84K], prepared by Kyle I. Jen, August 7, 2008. This memo provides preliminary information regarding FY 2008-09 state university tuition rates, as well as historical context on changes in tuition rates and overall state university resources available for student instruction.

Revenue Source and Distribution [295K], prepared by Rebecca Ross, June 2008. This report provides information on the source and distribution of revenue for the State of Michigan, and compares projected FY 2007-08 revenue with estimated FY 2008-09 revenue. Estimates in this report are based upon those agreed to at the May 2008 Consensus Revenue Estimating Conference and revenue detail in the revised Executive Budget Recommendation.

Pseudorabies Outbreak and the Fiscal Impact [20K], Prepared by William E. Hamilton, June 25, 2008. A memo on the Michigan Department of Agriculture and animal health.

Impact on Michigan of Proposed Federal Medicaid Rules [50K], May 19, 2008. The following provides information currently available to the House Fiscal Agency about a potentially significant fiscal issue.

Consensus Revenue Agreement [95K], May 2008. These tables provide a summation of the agreements reached at the May 16, 2008 conference. The consensus estimates will be revised or updated at the January 2009 conference.

Economic Outlook and Revenue Estimates for Michigan FY 2007-08 and FY 2008-09 [266K], May 2008. Prepared by Rebecca Ross and Jim Stansell. This report presents final General Fund/General Purpose and School Aid Fund revenue estimates for fiscal year (FY) 2006-07, and revised revenue estimates for FY 2007-08 and FY 2008-09.

Revenue Review: May 2008 [124K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

State Transportation Borrowing and Debt Service [52K], May 5, 2008. Prepared by William E. Hamilton.

Michigan Department of Transportation's 2008-2012 Five-Year Transportation Program, The [81K], May 1, 2008. Prepared by William E. Hamilton.

State University Summary Data FY 2002-03 to FY 2006-07 [314K], April 1, 2008. Prepared by Kyle I. Jen and Ellen Jeffries. Headcount and fiscal year-equated student history, higher education tuition history, state and financial aid history, etc.

Revenue Source and Distribution [299K], prepared by Rebecca Ross, March 2008. This report provides information on the source and distribution of revenues for the State of Michigan and comparisons of projected FY 2007-08 revenue with estimated FY 2008-09 revenue. Estimates in this report are based upon those agreed to at the Consensus Revenue Estimating Conference in January 2008.

FY 2007-08 Appropriation Report, Department of Community Health, Public Act No. 123 of 2007 and FY 2006-07 Supplemental Actions [424K], February 2008. Technical legislative intent report of the enacted Department of Community Health Fiscal Year 2007-08 budget, detailing each appropriation line item change from the prior fiscal year budget, and including a brief summary of each boilerplate section. Enacted supplemental appropriations and boilerplate for Fiscal Year 2006-07 are also detailed.

Review and Analysis: FY 2008-09 Executive Budget Recommendation [578K], February 2008. This publication provides information on revenue sources proposed in the Executive Recommendation for FY 2008-09, including tobacco settlement funds. It also provides summary charts and tables of proposed budget funds and sources.

Aeronautics Capital Outlay Program [41K], prepared by William E. Hamilton, February 2008.

Line Item Summaries FY 2007-08 [31K], February 2008 (html).

Public Transit Systems in Southeast Michigan: DDOT, SMART, the RTCC, and DARTA [43K], William E. Hamilton, February 19, 2008. This memo discusses the public agencies which provide and coordinate public transportation services in Southeast Michigan. The memo discusses the coordination of services between the two major transit agencies in Southeast Michigan, DDOT and SMART, as well as the broader issues related to regional public transportation. The memo also reviews recent legislative history.

Revenue Sharing Payments to Local Units of Government [515K]. Prepared by Jim Stansell, February 13, 2008. FY 2008-09 Executive recommendation.

Revenue Review: February 2008 [111K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Preliminary Review of the FY 2008-09 Executive Budget Recommendation [320K], February 11, 2008. This preliminary review provides a quick look at the Executive Budget Recommendation for FY 2008-09.

Reports Required by Boilerplate FY 2007-08 [230K], January 2008.

Consensus Revenue Agreement - Executive Summary [47K], January 2008. The attached document provides an Executive Summary of the January 11, 2008 Consensus Revenue Estimating Conference.

Consensus Revenue Agreement [93K], January 2008. These tables provide a summation of the agreements reached at the January 2008 conference. The consensus estimates will be revised or updated at the May 2008 conference.

Economic Outlook and Revenue Estimates for Michigan FY 2007-08 and FY 2008-09 [310K], January 2008. Prepared by Rebecca Ross and Jim Stansell. This report presents final General Fund/General Purpose and School Aid Fund revenue estimates for fiscal year (FY) 2006-07, revised revenue estimates for FY 2007-08, and initial revenue estimates for FY 2008-09.

2007

Appropriations: Summary and Analysis, FY 2007-08 [609K], December 2007. This report summarizes the enacted FY 2007-08 appropriations.

Higher Education Appropriations Report, Fiscal Year 2007-08 [167K]. Prepared by Kyle I. Jen and Ellen Jeffries, December 2007.

Revenue Review: November 2007 [69K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Implications of Having No Budget in Place by October 1, 2007, or Passing an Interim Budget [62K], prepared by Mitchell E. Bean, September 10, 2007.

Revenue Source and Distribution [255K], prepared by Rebecca Ross, August 2007. This report provides information on the source and distribution of revenues for the State of Michigan and comparisons of projected FY 2006-07 revenue with estimated FY 2007-08 revenue. Estimates in this report are based upon those agreed to at the Consensus Revenue Estimating Conference on May 18, 2007.

Revenue Review: August 2007 [69K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Consensus Revenue Agreement [90K], May 2007. These tables provide a summation of the agreements reached at the May 18, 2007 conference. The consensus estimates will be revised or updated at the January 2008 conference.

Economic Outlook and Revenue Estimates for Michigan FY 2006-07 and FY 2007-08 [241K], May 2007. Prepared by Rebecca Ross and Jim Stansell. The report presents preliminary final General Fund/General Purpose and School Aid Fund revenue estimates for fiscal year (FY) 2005-06, revised revenue estimates for FY 2006-07, and initial revenue estimates for FY 2007-08.

Revenue Review: May 2007 [85K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

State University Summary Data FY 2001-02 to FY 2005-06 [213K], May 4, 2007. Prepared by Kyle I. Jen and Ellen Jeffries. Headcount and fiscal year-equated student history, higher education tuition history, state and financial aid history, etc.

Revenue Source and Distribution [331K], prepared by Rebecca Ross, March 2007. This report provides information on the source and distribution of revenues for the State of Michigan and comparisons of projected FY 2006-07 revenue with estimated FY 2007-08 revenue. Estimates in this report are based upon those agreed to at the Consensus Revenue Estimating Conference on January 18, 2007.

Michigan's Capital Outlay Process [527K]. Prepared by Al Valenzio, March 2007.

Summary of Executive Order 2007-3 [76K].

JCOS Formal Policies 2007-08 (As adopted March 8, 2007) POLICY NO. 1, JOINT CAPITAL OUTLAY, SUBCOMMITTEE MEMBERS, CHAIRPERSON, QUORUM, AND APPROVAL OF AGENDA ITEMS. JOINT CAPITAL OUTLAY SUBCOMMITTEE PROJECT DATA SHEET USE AND FINANCE STATEMENT.

Act 51 Primer [772K]. Prepared by William E. Hamilton, updated February 2007. Public Act 51 of 1951, known simply as "Act 51," governs state appropriations for most Michigan transportation programs, including state and local highway programs and state and local public transportation programs. This report was prepared as a primer on Act 51 and how Act 51 controls state transportation funding.

Review and Analysis: The Governor's FY 2007-08 Budget Proposal [507K], February 2007. This publication provides information on revenue sources proposed in the Executive Recommendation for FY 2007-08, including tobacco settlement funds. It also provides summary charts and tables of proposed budget funds and sources.

Revenue Review: February 2007 [113K], prepared by Mitchell E. Bean and Rebecca Ross. A quarterly revenue report for the State of Michigan.

Preliminary Review of the FY 2007-08 Executive Budget Recommendation [237K], February 12, 2007. This preliminary review provides a quick look at the Executive Budget Recommendation for FY 2007-08.

Executive Order 2007-1 and Proposed 2006-07 Supplemental [133K], February 12, 2007. This report provides detail about the Governor's proposal to address the FY 2006-07 budget shortfall.

The Michigan Department of Transportation's 2007-2011 Five-Year Program [531K], February 6, 2007. Prepared by William E. Hamilton.

Managing Medicaid Costs in Michigan [163K], January 2007. Prepared by Bill Fairgrieve and Steve Stauff. Fiscal Forum on Medicaid.

Consensus Revenue Agreement [88K], January 2007. These tables provide a summation of the agreements reached at the January 2007 conference. The consensus estimates will be revised or updated at the May 2007 conference.

State of Michigan Revenue Estimates, State and Local Spending Pressures, and the FY 2006-07 Budget [237K], prepared by Mitchell E. Bean. Presented to the members of the Michigan House of Representatives January 22, 2007. Handout version [446K].

Economic Outlook and Revenue Estimates for Michigan FY 2006-07 and FY 2007-08 [264K], January 2007. Prepared by Rebecca Ross and Jim Stansell. The report presents preliminary final General Fund/General Purpose and School Aid Fund revenue estimates for fiscal year (FY) 2005-06, revised revenue estimates for FY 2006-07, and initial revenue estimates for FY 2007-08.