State of Missouri
State Capitol
201 West Capitol Ave.
Room 132
Jefferson City, MO 65101
Telephone: (573) 751-4143
Fax: (573) 751-7681
The Division has two primary duties: the preparation of fiscal notes on all bills pending before the General Assembly and the performance of program evaluations and sunset reviews.
FISCAL NOTES
Chapter 23 of the Revised Statutes of Missouri requires the Oversight Division to prepare a fiscal note on each bill before action may be taken on it. The fiscal note must state:
Oversight prepares new fiscal notes on bills and joint resolutions at the following points in the course of the legislative process:
Oversight does, when requested, prepare fiscal notes on drafts of proposals which have not been introduced as bills or have not been formally presented as either committee or floor substitutes. These drafts are considered confidential until the proposal is publicly introduced.
The process in preparing a fiscal note begins when the drafter in either Senate Research or House Research forwards a copy of the bill draft to Oversight with a request for fiscal note. Oversight reviews the draft and forwards a copy to all affected state agencies and local political subdivisions as required by statute.
Once the agencies have reviewed the legislative draft and have determined what fiscal impact, if any, it will have upon their agency they respond to Oversight. Oversight compiles all agency responses and together with their own independent research, prepares a fiscal note stating the estimated fiscal impact to state government, local governments and small businesses.
The Oversight Division prepares approximately 2,200 fiscal notes during a regular legislative session.
PROGRAM EVALUATIONS/SUNSET REVIEWS
To meet the demands for more responsive and cost effective state government, legislators often desire to obtain information regarding the status of state programs they have created and the expenditure of funds they have authorized. The Committee on Legislative Research, through the Oversight Division, can investigate and assess state agency performance in the implementation of laws and report the findings to the legislature.
The Oversight Division conducts its work in an independent manner utilizing trained professional staff. An evaluation generally includes examination of state agency records, interviews of agency staff, surveys of affected citizens, on-site observation of program operations and review of similar programs in other states. The objectives of the evaluation usually include determining efficiency, effectiveness and quality of the program. Questions regarding sufficient funding levels, appropriate spending practices and the need for extension of sunset dates can often be answered in the course of the evaluation.
In addition, recommendations are made to the legislature for changes that could be made to enhance the program or facilitate more efficient management of the program. The Division is assigned evaluations pursuant to a concurrent resolution of the General Assembly or a resolution adopted by the Committee on Legislative Research. Staff devote time to completing the work during the interim, between June and December. Reports are typically presented to the Committee on Legislative Research for review and release to the public upon completion.
The Committee is comprised of the Chair of the Senate Appropriations Committee and nine other members of the Senate and the Chair of the House Budget Committee and nine other members of the House of Representatives.
The Senate members are appointed by the President Pro Tem of the Senate and House members are appointed by the Speaker of the House of Representatives.
No more than six members from the House and six members from the Senate may be of the same political party.
The Chair of the Committee on Legislative Research appoints an Oversight Subcommittee to more closely supervise the work of the Oversight Division. Three Representatives and three Senators from the full committee are appointed to the subcommittee.
Fiscal Notes State Agencies
Legislative Oversight
Fiscal Note Template (Complete)
2021 Fiscal Note Worksheet (Xls)
2021 Fiscal Note Comment Memo (Doc)
2021 Fiscal Note Worksheet Manual (Doc)
2021 Fiscal Note Worksheet Manual (Pdf)
2021 Fiscal Note Overview Questions (Doc)
2021 Fiscal Note Statement of No Change (Doc)
2021 Fiscal Note Technical Memo (Doc)
2021 Fiscal Note Worksheet Tips (Doc)
Power Point Presentation from 2019 training
Download instructions:
***Ensure macros are enabled
If you have questions about the
template, please email Valerie.Mueller@lr.mo.gov
Fiscal Notes - Local Government
Legislative Oversight
County Clerks Fiscal Note Presentation
Assessors Fiscal Note Presentation 2020
If you have questions about the
template, please email Valerie.Mueller@lr.mo.gov
To request a printed copy of our reports, please call 573-751-4143 or e-mail our office at Valerie.Mueller@lr.mo.gov. Please include your name and address.
To request a printed copy of our reports, please call 573-751-4143 or e-mail our office at Valerie.Mueller@lr.mo.gov. Please include your name and address.
To request a printed copy of our reports, please call 573-751-4143 or e-mail our office at Valerie.Mueller@lr.mo.gov. Please include your name and address.
| Name | Title | Telephone | |
|---|---|---|---|
| Julie Morff | Director | (573)526-8120 | Julie.Morff@lr.mo.gov |
| Ross Strope | Assistant Director | (573)751-4143 | Ross.Strope@lr.mo.gov |
| Kim Bax | Fiscal Analyst II | (573)751-4143 | Kim.Bax@lr.mo.gov |
| Bruno Blair | Fiscal Analyst | (573)751-4143 | Bruno.Blair@lr.mo.gov |
| Helen Cox, CPA | Senior Fiscal Analyst | (573)751-4143 | Helen.Cox@lr.mo.gov |
| Kendra Crum | Senior Fiscal Analyst | (573)751-4143 | Kendra.Crum@lr.mo.gov |
| Joshua Delaney | Programmer/IT Professional | (573)751-4143 | Josh.Delaney@lr.mo.gov |
| Debbie Duncan | Fiscal Analyst | (573)751-4143 | Debbie.Duncan@lr.mo.gov |
| Jessica Harris | Research Data Analyst | (573)751-4143 | Jessica.Harris@lr.mo.gov |
| Beth Hollis | Administrative Assistant | (573)751-4143 | beth.hollis@lr.mo.gov |
| Samantha Koeppen | Fiscal Analyst I | (573)751-4143 | Samantha.Koeppen@lr.mo.gov |
| Nina Medlock | Fiscal Analyst II | (573)751-4143 | Nina.Medlock@lr.mo.gov |
| Valerie Mueller | Executive Assistant | (573)526-8120 | Valerie.Mueller@lr.mo.gov |
| Kimberly Porch | Fiscal Analyst I | (573)751-4143 | kimberly.porch@lr.mo.gov |
| Tanner Stephenson | Fiscal Analyst I | (573)751-4143 | Tanner.Stephenson@lr.mo.gov |
| Rebecca Niemeier | Programmer/IT Professional | (573)751-4143 | Rebecca.Niemeier@lr.mo.gov |
| Updated: 17 Nov 2020 |
There are no job openings at this time.
Questions about this site: Valerie.Mueller@lr.mo.gov
Revisor of Statutes