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HB65 • 2025

Audit State Bar of Montana

Audit State Bar of Montana

Budget Education
Passed Legislature

This bill passed both chambers and reached final enrollment, even if later executive action is not shown here.

Sponsor
Lee Deming
Last action
2025-03-21
Official status
(S) Tabled in Committee
Effective date
Not listed

Plain English Breakdown

Checked against official source text during the last sync.

Audit State Bar of Montana

This bill requires a financial performance audit of the Montana State Bar Association and mandates the judicial branch to cover the cost.

What This Bill Does

  • Requires the Legislative Audit Division to conduct a one-time financial performance audit of the Montana State Bar Association.
  • Specifies that the audit must examine funding sources, how money is spent over the past ten years, and analyze budgets, costs, and functions of the state bar.
  • Limits the audit from examining confidential or sensitive files protected by Montana Supreme Court rules.
  • Requires the judicial branch to pay for the entire cost of the audit.
  • Sets a deadline for completing and presenting the audit to the legislative audit committee by December 15, 2026.

Who It Names or Affects

  • The Legislative Audit Division
  • The Montana State Bar Association
  • The judicial branch

Terms To Know

Legislative Audit Division
An agency that conducts audits of state agencies and organizations to ensure they are using public funds properly.
Montana State Bar Association
A professional organization for lawyers in Montana, responsible for regulating the legal profession within the state.

Limits and Unknowns

  • The bill does not specify what actions will be taken based on the audit results.
  • It is unclear how the judicial branch will fund the audit costs.

Amendments

These notes stay tied to the official amendment files and metadata from the legislature.

COMMITTEE

Plain English: Amendment 1 to HB65 requires a one-time audit of the Montana State Bar Association by the legislative auditor, with costs covered by the judicial branch and results posted online.

  • Adds requirements for a detailed financial audit of the Montana State Bar Association, including an analysis of funding sources over ten years and operational risks.
  • Specifies that the audit must not examine confidential or sensitive files protected by Montana supreme court rules.
  • Requires the judicial branch to cover all costs associated with the audit.
  • Sets a deadline for completing and presenting the audit results to relevant committees and posting them online.
  • The amendment text does not specify how the legislative auditor will be directed or what specific industry standards will be used, which may limit understanding of these aspects.
COMMITTEE

Plain English: Amendment 2 to HB65 adds a requirement for the legislative auditor to exclude certain confidential and sensitive files when conducting an audit of the Montana State Bar Association.

  • The amendment specifies that the financial audit must not examine any confidential or sensitive files protected by Montana Supreme Court rules, including law firm or attorney trust account information, character and fitness reports, disciplinary files, assistance program files, and mandatory continuing legal education files.
  • The exact scope of other parts of the bill remain unchanged and are not detailed in this amendment text.
FLOOR

Plain English: FLOOR 3

  • The official amendment file could not be read automatically during the last sync, so only the official amendment metadata is shown right now.
FLOOR

Plain English: FLOOR 4

  • The official amendment file could not be read automatically during the last sync, so only the official amendment metadata is shown right now.

Bill History

  1. 2025-03-21 SENATE

    (S) Committee Executive Action--Bill Not Concurred

  2. 2025-03-21 SENATE

    (S) Tabled in Committee

  3. 2025-03-17 SENATE

    (S) Hearing

  4. 2025-02-14 SENATE

    (S) Scheduled for 2nd Reading

  5. 2025-02-14 SENATE

    (S) 2nd Reading Concurred

  6. 2025-02-14 SENATE

    (S) Rereferred to Committee

  7. 2025-02-12 SENATE

    (S) Committee Executive Action--Bill Concurred as Amended

  8. 2025-02-12 SENATE

    (S) Committee Report--Bill Concurred as Amended

  9. 2025-02-03 SENATE

    (S) Hearing

  10. 2025-01-30 SENATE

    (S) Referred to Committee

  11. 2025-01-30 SENATE

    (S) First Reading

  12. 2025-01-29 HOUSE

    (H) Scheduled for 3rd Reading

  13. 2025-01-29 HOUSE

    (H) 3rd Reading Passed

  14. 2025-01-29 HOUSE

    (H) Transmitted to Senate

  15. 2025-01-27 HOUSE

    (H) Scheduled for 2nd Reading

  16. 2025-01-27 HOUSE

    (H) 2nd Reading Motion to Amend Failed

  17. 2025-01-27 HOUSE

    (H) 2nd Reading Motion to Amend Carried

  18. 2025-01-27 HOUSE

    (H) 2nd Reading Passed as Amended

  19. 2025-01-24 HOUSE

    (H) Reconsidered Previous Action; Placed on 2nd Reading

  20. 2025-01-23 HOUSE

    (H) 2nd Reading Passed

  21. 2025-01-20 HOUSE

    (H) Committee Executive Action--Bill Passed

  22. 2025-01-20 HOUSE

    (H) Committee Executive Action--Bill Passed

  23. 2025-01-20 HOUSE

    (H) Committee Report--Bill Passed

  24. 2025-01-09 HOUSE

    (H) Sponsor Rebuttal to Fiscal Note Received

  25. 2025-01-09 HOUSE

    (H) Sponsor Rebuttal to Fiscal Note Signed

  26. 2025-01-09 HOUSE

    (H) Fiscal Note Printed

  27. 2025-01-08 HOUSE

    (H) Fiscal Note Unsigned

  28. 2025-01-08 HOUSE

    (H) Sponsor Rebuttal to Fiscal Note Requested

  29. 2025-01-07 HOUSE

    (H) Fiscal Note Received

  30. 2025-01-06 HOUSE

    (H) First Reading

  31. 2025-01-06 HOUSE

    (H) Hearing

  32. 2024-12-20 HOUSE

    (H) Referred to Committee

  33. 2024-12-18 HOUSE

    (H) Introduced

  34. 2024-12-18 HOUSE

    (H) Fiscal Note Requested

  35. 2024-12-12 HOUSE

    (LC) Draft Delivered to Requester

  36. 2024-12-11 HOUSE

    (LC) Draft Ready for Delivery

  37. 2024-11-27 HOUSE

    (LC) Draft in Assembly

  38. 2024-11-26 HOUSE

    (LC) Draft in Final Drafter Review

  39. 2024-11-25 HOUSE

    (LC) Draft in Input/Proofing

  40. 2024-11-22 HOUSE

    (LC) Draft in Edit

  41. 2024-11-20 HOUSE

    (LC) Draft in Legal Review

  42. 2024-11-20 HOUSE

    (LC) Drafter Assigned

  43. 2024-11-20 HOUSE

    (LC) Draft in Legal Review

  44. 2024-10-24 HOUSE

    (LC) Drafter Assigned

Official Summary Text

Audit State Bar of Montana

Current Bill Text

Read the full stored bill text
- 2025
69th Legislature 2025 HB0065.3
- 1 - Authorized Print Version – HB 65
1 HOUSE BILL NO. 65
2 INTRODUCED BY L. DEMING
3 BY REQUEST OF THE SENATE SELECT COMMITTEE ON JUDICIAL OVERSIGHT AND REFORM
4
5 A BILL FOR AN ACT ENTITLED: “AN ACT REQUIRING THE LEGISLATIVE AUDIT DIVISION TO AUDIT THE
6 MONTANA STATE BAR ASSOCIATION; REQUIRING THE JUDICIAL BRANCH TO COVER THE COST OF
7 THE AUDIT; AND AMENDING SECTION 5-13-102, MCA.”
8
9 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF MONTANA:
10
11 NEW SECTION. Section 1. Audit OF state bar of Montana. (1) There must be a one-time
12 performance FINANCIAL PERFORMANCE audit of the state bar of Montana. The performance FINANCIAL
13PERFORMANCE audit must be conducted by or at the direction of the legislative auditor and may include but is
14 not limited to:
15 (a) an audit creating a thorough understanding of each funding source and how the state bar of
16 Montana is funded and from where, how much money is received from each funding source, and how each
17 dollar from each source is spent over the past 10 years; and
18 (b) an analysis of budgets, costs, and functions of the state bar of Montana over time.
19 (2) The legislative auditor shall scope and plan the audit based on risk, including a consideration of
20 the state bar of Montana's financial, operational, and technological risks associated with meeting its intended
21 purpose, goals, objectives, and legal mandates. The legislative auditor shall consider all of the responsibilities,
22 goals, and objectives of the state bar of Montana and the office of disciplinary counsel as part of the legislative
23 auditor's scoping and selection process. THE FINANCIAL AUDIT MAY NOT EXAMINE ANY CONFIDENTIAL OR SENSITIVE
24FILES OR RECORDS PROTECTED BY MONTANA SUPREME COURT RULES, INCLUDING:
25 (A)ANY LAW FIRM OR ATTORNEY TRUST ACCOUNT OR TAX INFORMATION;
26 (B)CHARACTER AND FITNESS REPORTS;
27 (C)ATTORNEY DISCIPLINARY FILES;
28 (D)ATTORNEY ASSISTANCE PROGRAM FILES; OR
- 2025
69th Legislature 2025 HB0065.3
- 2 - Authorized Print Version – HB 65
1 (E)ATTORNEY MANDATORY CONTINUING LEGAL EDUCATION FILES. AS PART OF THE LEGISLATIVE AUDITOR'S
2SCOPING AND SELECTION PROCESS.
3 (3) The objectives of this audit must be formulated, defined, and conducted in accordance with
4 industry standards established for auditing as described in 5-13-308.
5 (4) The cost of the audit in whole must be paid for by the judicial branch.
6 (5) The audit must be completed and presented to the legislative audit committee no later than
7 December 15, 2026. Following review by the legislative audit committee, the audit and any audit followup must:
8 (a) be delivered to members of the law and justice interim committee and the section D interim
9 budget subcommittee who shall serve in the 70th legislature; and
10 (b) be posted on the website of the legislative audit division.
11
12Section 2. Section 5-13-102, MCA, is amended to read:
13 "5-13-102. Definitions. In this chapter:
14 (1) "committee" means the legislative audit committee;
15 (2) "state agency" means all offices, departments, boards, commissions, institutions, universities,
16 colleges, entities created by an order of or subject to supervision by the Montana supreme court, and any other
17 person or any other administrative unit of state government that spends or encumbers public moneys by virtue
18 of an appropriation from the legislature or that handles money on behalf of the state or that holds any trust or
19 agency moneys from any source."
20 - END -