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Montana Office of Budget and Program Planning records, 1961-1978

Overview of the Collection

Creator
Montana. Office of Budget and Program Planning
Title
Montana Office of Budget and Program Planning records
Dates
1961-1978 (inclusive)
Quantity
2.75 linear ft
Collection Number
RS 502 (Formerly RS 190)
Summary
This collection is a subgroup (Office) of the Montana Office of the Governor records. The Montana Office of Budget and Program Planning is administered through the Governor's Office. Please see the primary finding aid for more Montana Office of the Governor records. These records (1962-1975) include correspondence, news releases, organizational charts, along with subject files on the deinstitutionalization of the developmentally disabled, Glasgow Air Force Base, the Montana Futures Survey, the Needs Assessment Project, and other projects, as well as miscellaneous materials.
Repository
Montana Historical Society, Library & Archives
Montana Historical Society Research Center Archives
225 North Roberts
PO Box 201201
Helena MT
59620-1201
Telephone: 4064442681
Fax: 4064445297
mhslibrary@mt.gov
Access Restrictions

Collection open for research.

Languages
English
Sponsor
Funding for encoding this finding aid was provided through a grant awarded by the National Endowment for the Humanities.
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Historical Note

From 1909 to 1951 the State Accountant was responsible for budgetary matters. The State Controller assumed those responsibilities from 1951 until 1959, when the Office of State Budget Director was created. That Office handled budgeting until 1969, when it was eliminated and a Budget Division was created within the Department of Administration. A 1974 law delegated all budgetary responsibilities to the Governor. Also in 1974, the Office of Budget and Program Planning was created, under the control of a Budget Director appointed by the Governor.

The general purpose of the Office of Budget and Program Planning and its predecessor agencies was and is to assist in the preparation and execution of the state budget by aiding the state's chief budget officer (the Governor) and the legislature in making the best decisions in allocating fiscal resources to meet public needs, and insuring that government agencies carry out state programs efficiently, effectively, and in compliance with legislative intent. While the legislature is in session, the primary function of the agency is to assist the Appropriations Committees and state agencies during appropriation hearings, and assist in the preparation of appropriation measures.

While the legislature is not in session, the agency does research for the Governor. Office of Budget and Program Planning personnel consult with and advise agencies in the preparation and presentation of budget requests; analyze and evaluate agencies' budget requests; revise agencies' budgets or make recommendations for budget revisions to the governor; assist at legislative budget hearings; interpret approved appropriations for agencies; gather data and produce studies on problems with budgetary administration; and consult with and advise agencies on how to control expenditures and develop annual budgets.

For the years covered by this collection, budget directors include the following people: Edward W. Nelson (1961-1964); Richard F. Morris 1964-1969; Keith L. Colbo, 1969-1974; Michael G. Billings, 1974-1977; George L. Boulisman, 1977-1978.

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Content Description

This collection is made up of eight series: general correspondence (1961-1978); interoffice correspondence (1967-1978); news releases (1961-1977); organizational materials (1971, undated); reports (1970, 1975); speeches (1969-1970); subject files (1962-1978); and miscellany (1969-1971, undated).

The general correspondence is largely outgoing correspondence, and a substantial portion with the Governor. The correspondence discusses agencies' budgets and requests, fiscal policy and procedures, relevant legislation, and special projects. The interoffice correspondence discusses similar topics. The news releases are few and concern news releases issued by other state agencies considered erroneous by the budget director, and the budget of Montana Highway Patrol. The organizational materials are agency charts and position descriptions. The reports are reviews of the agency's work for the fiscal year. The three speeches concern the general work of the agency and state revenue and budget agency policy.

The subject files concern special studies which the Office of Budget and Program Planning undertook, usually in conjunction with other state agencies. One such study (files on which comprise about half of the total collection) is a study, coordinated by the Office of Budget and Program Planning and conducted with the Department of Social and Rehabilitation Services, the Office of the Superintendent of Public Instruction, the Department of Health and Environmental Sciences, and the Department of Institutions, of a proposal to deinstitutionalize the developmentally disabled. These files contain varied information on the treatment of institutionalized individuals and the attitudes of all levels of personnel in the various state departments. The miscellany series contains blank budget forms and some unidentified writings chiefly concerning taxes in Montana.

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Use of the Collection

Restrictions on Use

Researchers must use collection in accordance with the policies of the Montana Historical Society Library & Archives. The Library & Archives does not necessarily hold copyright to all materials in the collection. In some cases permission for use may require additional authorization from the copyright owners. For more information contact an archivist.

Preferred Citation

Item description and date. Collection Title. Collection Number. Box and Folder numbers. Montana Historical Society Library & Archives, Helena, Montana.

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Administrative Information

Arrangement

The collection is arranged by series.

Processing Note

In 2024, the various collections of the Montana Office of the Governor were integrated under one collection identifier, RS 502, in order to help facilitate access, reduce redundancy in the MTHS catalog, and to follow best archival practices.

Collections from the Montana Office of the Governor's various Offices and Programs that were previously treated as separate entities are now integrated into this collection, RS 502. Rather than reprocessing over 15 linear feet of Governor's materials, MTHS staff decided to keep the past arrangement of those collections/finding aids, and provide access to them via links through the central finding aid. This decision has allowed the MTHS archival staff to maintain intellectual control over the collection, while removing the need to reprocess it. It also keeps State Agency finding aids at manageable sizes. Please read the scope and content note carefully to determine if this subgroup/sub-subgroup pertains to your research needs.

Acquisition Information

Acquisition information available upon request.

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Detailed Description of the Collection

Detailed Description of the Collection

The following section contains a detailed listing of the materials in the collection

  • General Correspondence

    • Description: Chronological (correspondents include State Controller, Helen Johnson, Montana Legislative Council, Art E. Lund, James M. Haughey, Maxine Nutter, Vernon Sletten, James R. Felt, Montana Soldiers' Home, Montana Fish and Game Commission, Ralph Levengood, Montana Taxpayers' Association, John C. Hall, James Battin, plus many requests for information from other states' budget offices)
      Dates: 1961-1965
      Container: Box/Folder 1 / 1
      Location: General Correspondence
    • Description: Chronological (correspondents include Dept. of State Institutions, James P. Lucas, Gordon L. Doering, William R. Mackay, Montana Stockgrowers Association secretary Ralph Miracle, Bernard Copping, Registrar of Motor Vehicles, William H. Bertsche, memo re Anaconda Company strike, Montana State Prison, Montana Highway Commission, plus many requests for information from other states' budget offices)
      Dates: 1965-1969
      Container: Box/Folder 1 / 2
      Location: General Correspondence
    • Description: Chronological (correspondents include Montana State Controller, State Budget Director, Allan Louden, Montana Highway Commission, Montana Milk Control Board, Industrial Accident Board, Dept. of Revenue, Attorney General, Legislative Council)
      Dates: 1970-1973
      Container: Box/Folder 1 / 3
      Location: General Correspondence
    • Description: Chronological (correspondents include Montana Dept. of Revenue, Attorney General, Francis Bardanouve, State Budget Director, Public Employees Retirement Division, Leon G. Billings, Governor Thomas L. Judge, David Lewis, Dept. of Social and Rehabilitation Services, plus interoffice memos)
      Dates: 1974-1978
      Container: Box/Folder 1 / 4
      Location: General Correspondence
    • Description: Montana Governor and staff
      Dates: 1961-1975
      Container: Box/Folder 1 / 5-7
      Location: General Correspondence
    • Description: Montana House of Representatives (re legislation)
      Dates: 1974-1975
      Container: Box/Folder 1 / 8
      Location: General Correspondence
    • Description: Montana Legislative Council
      Dates: 1970-1971
      Container: Box/Folder 1 / 9
      Location: General Correspondence

  • Interoffice Correspondence

  • Organizational Records

    • Description: Organizational charts, position descriptions, etc.
      Dates: 1971, undated
      Container: Box/Folder 1 / 11
      Location: Organizational Records

  • Press Releases

    • Description: Miscellaneous (re breakdown of expenditures, appropriations for Highway Patrol, public school funding)
      Dates: 1961-1977
      Container: Box/Folder 1 / 12
      Location: Press Releases

  • Printed Material

    • Description: List of printed material transferred to the Library
      Dates: undated
      Container: Box/Folder 1 / 13
      Location: Printed Material

  • Reports

    • Description: "Report with recommendations, on position classification and compensation plans and related personnel matters" by J.L. Jacobs and Company
      Dates: 1968
      Container: Box/Folder 1 / 13a
      Location: Reports
    • Description: Miscellaneous (includes agency reports and requests, Budget Division reports on major accomplishments, position of Budget Director)
      Dates: 1970, 1975
      Container: Box/Folder 1 / 14
      Location: Reports

  • Speeches

    • Description: State budget directors
      Dates: 1963-1970
      Container: Box/Folder 1 / 15
      Location: Speeches

  • Subject Files

    • Description: Deinstitutionalization of the developmentally disabled: background information and Developmental Disabilities Advisory Council
      Dates: 1971-1977
      Container: Box/Folder 1 / 16
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: Boulder River School and Hospital
      Dates: 1963-1976, undated
      Container: Box/Folder 1 / 17
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: correspondence and miscellany
      Dates: 1976-1977
      Container: Box/Folder 1 / 18
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: grant application to U.S. Dept. of Health, Education and Welfare
      Dates: 1976-1977
      Container: Box/Folder 1 / 19
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: Hughes, Heiss and Associates reports
      Dates: 1976-1977
      Container: Box/Folder 1 / 19a
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: Keith McCarthy report
      Dates: 1976
      Container: Box/Folder 1 / 19b
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: miscellany and notes
      Dates: 1975-1977
      Container: Box/Folder 1 / 20
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: Montana Advocacy Program
      Dates: 1977
      Container: Box/Folder 1 / 20a
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: Montana Dept. of Institutions
      Dates: 1974-1977
      Container: Box/Folder 1 / 21
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: Montana Dept. of Social and Rehabilitation Services Developmental Disabilities Division report of activities for FY 1977
      Dates: 1977
      Container: Box/Folder 1 / 22
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: Montana Dept. of Social and Rehabilitation Services Developmental Disabilities Division training and policies
      Dates: 1976-1977
      Container: Box/Folder 1 / 23
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: organization of service agencies
      Dates: 1975-1976
      Container: Box/Folder 1 / 24
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: organization of service agencies
      Dates: 1976-1977
      Container: Box/Folder 2 / 1
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: plan for providing services in Region II (north- central Montana)
      Dates: 1976
      Container: Box/Folder 2 / 2
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: progress reports
      Dates: 1976-1977
      Container: Box/Folder 2 / 3
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: provider agencies
      Dates: 1974-1977, undated
      Container: Box/Folder 2 / 4-5
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: reports
      Dates: 1976-1977
      Container: Box/Folder 2 / 6
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: survey summaries (mental health care providers)
      Dates: undated
      Container: Box/Folder 2 / 7
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: survey summaries (regional mental health centers)
      Dates: undated
      Container: Box/Folder 2 / 8-9
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: survey summaries (regional staff, county social workers, administrators)
      Dates: 1975, undated
      Container: Box/Folder 2 / 10
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: survey summaries (social service regional council members)
      Dates: 1975, undated
      Container: Box/Folder 2 / 11
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: surveys (mental health center governing board members)
      Dates: undated
      Container: Box/Folder 2 / 12
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: surveys (miscellaneous)
      Dates: 1975-1976, undated
      Container: Box/Folder 2 / 13
      Location: Subject Files
    • Description: Deinstitutionalization of the developmentally disabled: Warm Springs State Hospital
      Dates: 1965-1976
      Container: Box/Folder 2 / 14
      Location: Subject Files
    • Description: Drug, alcohol, and mental health programs (re Dr. J.S. Rothstein's failure to fulfill a contract with the Montana Addictive Diseases Unit)
      Dates: 1975, undated
      Container: Box/Folder 2 / 15
      Location: Subject Files
    • Description: Glasgow Air Force Base (re project to convert military facility to an industrial complex)
      Dates: 1974-1975
      Container: Box/Folder 2 / 16
      Location: Subject Files
    • Description: Human services (re delivery and planning of)
      Dates: 1974-1976
      Container: Box/Folder 2 / 17
      Location: Subject Files
    • Description: Mentally retarded (re project to return them to their area of origin)
      Dates: 1975
      Container: Box/Folder 2 / 18
      Location: Subject Files
    • Description: Montana Dept. of Intergovernmental Relations (re proposed reorganization)
      Dates: 1974
      Container: Box/Folder 2 / 19
      Location: Subject Files
    • Description: Montana Futures survey (re survey for public input into policy and planning alternatives)
      Dates: 1976-1978
      Container: Box/Folder 3 / 1-2
      Location: Subject Files
    • Description: Montana School for the Deaf and Blind
      Dates: 1962-1970, undated
      Container: Box/Folder 3 / 3
      Location: Subject Files
    • Description: Needs Assessment Project (re planning for the provision of social services by the Montana Dept. of Social and Rehabilitation Services, including Indian reservations)
      Dates: 1975-1977, undated
      Container: Box/Folder 3 / 4-6
      Location: Subject Files
    • Description: Newsletters of state agencies (review of)
      Dates: 1974-1975
      Container: Box/Folder 3 / 7
      Location: Subject Files
    • Description: Public Employees Retirement System
      Dates: 1977-1978
      Container: Box/Folder 3 / 8
      Location: Subject Files
    • Description: School Equalization Study (re school finance)
      Dates: 1963-1964
      Container: Box/Folder 4 / 1
      Location: Subject Files
    • Description: Wage and salary plan for state employees
      Dates: 1974-1975
      Container: Box/Folder 4 / 2
      Location: Subject Files

  • Miscellany

    • Description: Blank budget forms and examples of budget analyses by Office of Budget and Program Planning
      Dates: 1969-1971
      Container: Box/Folder 4 / 3
      Location: Miscellany
    • Description: Writings
      Dates: 1970, undated
      Container: Box/Folder 4 / 4
      Location: Miscellany

Names and SubjectsReturn to Top

Subject Terms

  • Developmentally disabled--Deinstitutionalization--Montana
  • Indians of North America--Health and hygiene--Montana.
  • Mental illness--Montana
  • Public welfare--Montana
  • Taxation--Montana

Finding aid prepared by MTHS Staff; Updated by Lindsey Mick
2004

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This work is licensed under a Creative Commons Attribution 4.0 International License.

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