The document provides an overview of the 2009 legislative and budget process in Oklahoma, including the composition of the legislature, executive branch officials, the legislative session timeline, policy development process, and budget process. It describes the majority and minority leadership structures for both the House and Senate, as well as the committee assignments and chairs for the 2009 session.

1. 2009 Legislative and Budget
Process Overview
January 2009

2. Overview
I. Composition of the Legislature
II. Executive Branch
III. Legislative Session
IV. Policy Path
V. Budget Process
VI. Legislative Resources

3. OKLAHOMA LEGISLATURE
House of Representatives
o 101 Members
o Two-Year Elected Terms
o Republicans gained control of House in 2002 for first time since
1920
o Current Breakdown: 61 Republicans / 40 Democrats
o 17 Newly Elected Representatives (2008)
o 12 Republicans, 5 Democrats
o Presided over by Speaker
State Senate
o 48 Members
o Four-Year Staggered Elected Terms
o Republicans gained control of Senate in 2008 for first time ever
o Current Breakdown: 26 Republicans / 22 Democrats
o 6 Newly Elected Senators (2008)
o 5 Republicans, 1 Democrat
o Presided Over by President Pro-Tempore
o Lt. Governor is the President of the Senate

4. OKLAHOMA LEGISLATURE
Legislative Salary
Members - $38,400 (base)
President Pro-Tempore and Speaker - $17,932 (additional)
Committee Chairs, Leadership - $12,364 (additional)
All Members Receive Travel and Per Diem during Legislative Session
Terms of Office
Prohibition on holding multiple offices

A twelve-year term limit (beginning 1992)

Years in legislative office do not need not to be consecutive

Years of service in both the Senate and the House of

Representatives are added together and included in
determining the total number of legislative years in office
 In the event of a vacancy in the Legislature, the Governor
issues writs of election to fill the vacancies

5. OKLAHOMA LEGISLATURE
House Majority Leadership
SPEAKER SPEAKER PRO TEMPORE MAJORITY FLOOR LEADER
Chris Benge (R- Tulsa) Kris Steele (R-Shawnee) Tad Jones (R-Claremore)
MAJORITY WHIP
FIRST ASSISTANT MAJORITY FLOOR LEADER
• Mike Jackson (R-Enid)
• Ron Peters, R- Tulsa
DEPUTY MAJORITY WHIPS
ASSISTANT MAJORITY FLOOR LEADERS
• Marian Cooksey (R-Edmond)
• Lisa Billy (R-Purcell)
• Fred Jordan (R-Jenks)
• George Faught (R-Muskogee)
• Steve Martin (R-Bartlesville)
• Dennis Johnson (R-Duncan)
• Randy McDaniel (R-Oklahoma City)
• Charles Key (R-Oklahoma City)
• Leslie Osborn (R-Tuttle)
• Todd Thomsen (R-Ada)
• Mike Sanders (R-Kingfisher)
• Harold Wright (R-Weatherford)
• Colby Schwartz (R-Yukon)
CAUCUS CHAIR – John Wright (R-Broken
• Mike Thompson (R- Oklahoma City)
Arrow)
• Weldon Watson (R- Tulsa)
CAUCUS VICE-CHAIR – Skye McNeil (R-
Bristow)

6. OKLAHOMA LEGISLATURE
House Minority Leadership
MINORITY LEADER MINORITY FLOOR LEADER
Danny Morgan (D-Prague) Mike Brown (D-Tahlequah)
DEPUTY FLOOR LEADERS ASSISTANT FLOOR LEADERS
• Wes Hilliard (D-Sulphur) • Wallace Collins (D-Norman)
• Jerry McPeak (D-Warner) • Wade Rousselot (D-Wagoner)
• Jabar Shumate (D-Tulsa)
MINORITY WHIP • Jeannie McDaniel (D-Tulsa)
• Ben Sherrer (D-Chouteau) • Larry Glenn (D-Miami)
CAUCUS CHAIR
• Chuck Hoskins (D-Vinita)

7. OKLAHOMA LEGISLATURE
OKLAHOMA LEGISLATURE
Senate Majority Leadership
PRESIDENT PRO-TEMPORE MAJORITY FLOOR LEADER
Glenn Coffee (R-Oklahoma City) Todd Lamb (R-Edmond)
ASSISTANT MAJORITY FLOOR LEADERS MAJORITY WHIPS
• Mike Mazzei (R –Bixby) • Cliff Branan (R –Oklahoma City)
• Clark Jolley (R –Edmond) • Mike Schultz (R –Altus)
• Brian Bingman (R-Sapulpa) • Anthony Sykes (R –Moore)
CAUCUS CHAIR: John Ford (R – Bartlesville)

8. OKLAHOMA LEGISLATURE
SENATE POWER-SHARING AGREEMENT
Senate Minority Leadership
MINORITY LEADER
Charlie Laster (D- Shawnee)
ASSISTANT LEADERS MINORITY WHIPS
• Tom Adelson (D-Tulsa) • Roger Ballenger (D-Okmulgee)
• Sean Burrage (D-Claremore) • Debbe Leftwich (D-Oklahoma City)
• Jay Paul Gumm (D-Durant) • Susan Paddack (D-Ada)
• Tom Ivester (D-Sayre) • Charles Wyrick (D-Fairland)
• Richard Lerblance (D-Hartshorne)
CAUCUS CHAIRMAN: Kenneth Corn (D-Poteau)
CAUCUS VICE-CHAIR: Judy Eason McIntyre (D-Tulsa)

9. EXECUTIVE BRANCH
Governor as Chief Executive
 Elected four-year term, two-term limit
 Powers and Duties:
 The Governor is the head of state and chief executive
for the State of Oklahoma
 Commander in Chief of the Oklahoma National Guard
 Yearly “State of the State” address to the Legislature
(delivered first day of session)
 Governor Brad Henry (D-Shawnee)
 Elected Nov 2002, re-elected Nov.
2006
 Former State Senator

10. EXECUTIVE BRANCH
Executive Branch Officials (Elected)
Lt. Governor, Attorney General, State Treasurer, Insurance
Jari Askins Drew Edmondson Scott Meacham Commissioner,
Kim Holland
Corporation
Commissioners,
State Auditor & Labor Superintendent of Bob Anthony
Inspector, Commissioner, Public Instruction, Jeff Cloud
Steve Burrage Lloyd Fields Sandy Garrett Dana Murphy

11. EXECUTIVE BRANCH
Governor Henry‟s Cabinet (Appointed)
 Secretary of State: M. Susan Savage
 Secretary of Agriculture: Terry Peach
 Secretary of Commerce and Tourism: Natalie Shirley
 Secretary of Energy: Bobby Wegener
 Secretary of Environment: J.D. Strong
 Secretary of Finance and Revenue: Scott Meacham
 Secretary of Health: Terri White
 Secretary of Human Resources and Administration: Oscar B. Jackson
 Secretary of Human Services: Howard Hendrick
 Secretary of the Military: Major General Myles Deering
 Secretary of Safety and Security: Kevin Ward
 Secretary of Transportation: Phil Tomlinson
 Secretary of Science and Technology: Dr. Joseph W. Alexander
 Secretary of Veterans Affairs: Norman Lamb

12. LEGISLATIVE SESSION
Regular Session
 Legislative Sessions begin at noon on the first Monday in
February and must adjourn by no later than 5:00 p.m. on
the last Friday in May.
 However, in odd number years (years following an election)
the Legislature must meet on the Tuesday after the first
Monday in January for the sole purpose of determining the
outcome of the statewide elections.
 The current 2009 session is designated as the First Session
of the 52nd Legislature.
Special Session
Special sessions can be convened as follows:
 Issued jointly by two-thirds of the members of the
Senate and two-thirds of the members of the House of
Representatives, OR
 Call of the Governor
 Special sessions can run concurrent with regular sessions

13. POLICY PATH
Where Do Bills Come From?
 Request of a government agency or  Governor
local government  Legislator‟s interest
 Request of an interest group  Interim Study
 Request of a constituent
 National model legislation
(e.g. NCSL, ALEC)
Preparation
 All bills must be requested and introduced by a legislator
 Bill Request deadline –December 12, 2008
 Bill Introduction deadline – January 15, 2009
Appropriation bills, and some substantive bills, are drafted
as “shell bills” – specifics are initially left blank and filled
in later

14. POLICY PATH
Volume of Legislation
 1,240 Senate bills and 42 Joint Resolutions
introduced in 2009
 2,199 Senate bills introduced in the 51st
Legislature (2007-08); 445 passed
 1,269 House bills and 46 Joint Resolutions
introduced in 2009
 2,401 House bills introduced in 2007-2008; 388
passed
 Legislators may introduce an unlimited
number of bills
 For non-leadership House members, only
eight bills per session may be assigned to
committees for consideration (extra bills
sent to Rules Committee)

15. POLICY PATH
Governor Brad Henry

16. POLICY PATH
First Reading
 Bill introduced by legislator
 Bill “read” into the House or Senate Journal
 Procedural motion – no votes required
Second Reading
 Preliminary action for the referral of bills to committee for
discussion and debate
 Occurs the day following first reading
 By order of the Speaker or Pro-Tempore, the bill can be
placed directly on the calendar for the consideration of the
legislative body (the next legislative day)

17. POLICY PATH
Committee Assignment
 Bill assignments are determined by legislative leadership
 Senate: Floor Leaders in consultation with the President Pro-
Tempore
 House: Floor Leader in consultation with the Speaker of the House
 Committee Structure
 Each committee and subcommittee has a Chair and Vice-Chair
appointed by leadership
 Chairs are all members of the majority party
 Some Vice-Chairs in both chambers are members of the
minority
 Senate: 14 full standing committees and 5 subcommittees
(appropriations)
 House: 17 full standing committees and 7 subcommittees
 Typically, bills sent to the Appropriations Committee are those that
will have implementation costs and impact the state budget
 Bills referred to the Appropriations Committee are further assigned
to subcommittees for discussion and vote

18. Senate Committee Structure and Chairs
APPROPRIATIONS
Education Subcommittee Health & Human Services Subcommittee
• Sen. James Halligan (R-Stillwater), Chair • Sen. Brian Crain (R-Tulsa), Chair
• Sen. John Ford (R-Bartlesville), Vice-Chair • Sen. Patrick Anderson (R-End) – Vice-Chair
Appropriations & Budget Committee
Gen Govt & Transportation Subcommittee Public Safety and Judiciary Subcommittee
• Sen. Mike Johnson (R-Kingfisher), Chair
• Sen. Randy Brogdon (R-Owasso), Chair • Sen. Anthony Sykes (R-Moore), Chair
• Sen. David Myers (R-Ponca City), Vice-Chair
• Sen. Brian Bingman (R-Sapulpa), Vice-Chair • Sen. Jim Reynolds (R-Oklahoma City), Co-Chair
Natural Res. & Reg. Svcs. Subcommittee
• Sen. David Myers (R-Ponca City), Chair
• Sen. Ron Justice (R-Chickasha), Vice-Chair
STANDING COMMITTEES
COMMITTEE CHAIR VICE-CHAIR
Agriculture and Rural Development Sen. Ron Justice (R-Chickasha) Sen. Mike Schulz (R-Altus)
Business and Labor Sen. Harry Coates (R-Seminole) Sen. Dan Newberry (R-Tulsa)
Education Sen. John Ford (R-Bartlesville) Sen. Clark Jolley (R-Edmond)
Energy & Environment Sen. Brian Bingman (R-Sapulpa) Sen. Randy Brogdon (R-Owasso)
Finance Sen. Mike Mazzei (R-Tulsa) Sen. Gary Stanislawski (R-Tulsa)
General Government Sen. Cliff Aldridge (R-Midwest City) Sen. Roger Ballenger (D-Okmulgee)
Health and Human Resources Sen. Clark Jolley (R-Edmond) Sen. Sean Burrage (D-Claremore)
Judiciary Sen. Patrick Anderson (R-Enid) Sen. Susan Paddack (D-Ada)
Public Safety & Homeland Security Sen. Don Barrington (R-Lawton) Sen. Steve Russell (R-Oklahoma City)
Retirement & Insurance Sen. Bill Brown (R-Broken Arrow) Sen. Cliff Aldridge (R-Midwest City)
Rules Sen. Jonathan Nichols (R-Norman) Sen. Earl Garrison (D-Muskogee)
Tourism & Wildlife Sen. Mike Schulz (R-Altus) Sen. Jerry Ellis (D-Valliant)

19. House Committee Structure and Chairs APPROPRIATIONS
Health Subcommittee
Gen Govt & Transportation Subcommittee
• Rep. Doug Cox (R-Grove), Chair
• Rep. Guy Liebmann (R-Ok. City), Chair
•Rep. Paul Wessellhoft (R-Moore), Vice-Chair
• Rep. Colby Schwartz (R-Yukon), Vice-Chair
Appropriations & Budget Committee
• Rep. Ken Miller (R-Edmond), Chair
Judiciary and Public Safety Subcommittee
Human Services Subcommittee
• Rep. Scott Martin (R-Norman), Vice-Chair
• Rep. Randy Terrill (R-Moore), Chair
• Rep. Ron Peters (R-Tulsa), Chair
• Rep. Mark McCullough (R-Sapulpa), Vice-Chair
• Rep. Marion Cooksey (R-Edmond), Vice-Chair
Education Subcommittee
• Rep. Lee Denney (R-Cushing), Chair Natural Resources & Reg. Affairs Subcttee Revenue & Taxation Subcommittee
• Rep. Earl Sears (R-Bartlesville), Vice-Chair
• Rep. Dale DeWitt (R-Braman), Chair • Rep. Jeff Hickman (R-Dacoma), Chair
• Rep. Skye McNeil (R-Bristow), Vice-Chair • Rep. Neil Brannon (D-Arkoma), Vice-Chair
STANDING COMMITTEES
COMMITTEE CHAIR VICE-CHAIR
Administrative Rules and Agency Oversight Rep. John Wright (R–Broken Arrow) Rep. George Faught (R-Muskogee)
Agriculture and Rural Development Rep. Don Armes (R-Faxon) Rep. John Enns (R-Enid)
Common Education Rep. Ann Coody (R-Lawton) Rep. Sally Kern (R-Oklahoma City)
Economic Development & Financial Services Rep. Dan Sullivan (R-Tulsa) Rep. Randy McDaniel (R-Oklahoma City)
Energy and Utility Regulation Rep. Mike Thompson (R-Oklahoma City) Rep. Weldon Watson (R-Tulsa)
General Government Rep. Lisa Billy (R-Purcell) Rep. Dennis Johnson (R-Duncan)
Government Modernization Rep. Jason Murphy (R-Guthrie) Rep. David Derby (R-Owasso)
Higher Education and Career Technology Rep. Todd Thomsen (R-Ada) Rep. Bill Nations (D-Norman)
Human Services Rep. Pam Peterson (R-Tulsa) Rep. Wade Rousselot (D-Wagoner)
International Relations & Tourism Rep. Shane Jett (R-Tecumseh) Rep. Purcy Walker (D-Elk City)
Judiciary Rep. Rex Duncan (R-Sand Springs) Rep. Fred Jordan (R-Jenks)
Public Health & Social Services Rep. John Trebilcock (R-Broken Arrow) Rep. David Derby (R-Owasso)
Public Safety & Homeland Security Rep. Sue Tibbs (R-Tulsa) Rep. Steve Martin (R-Bartlesville)
Rules Rep. Gus Blackwell (R-Goodwell) Rep. Mike Jackson (R-Enid)
Transportation Rep. T.W. Shannon (R-Lawton) Rep. Charlie Joyner (R-Midwest City)
Veterans & Military Affairs Rep. Gary Banz (R-Midwest City) Rep. John Carey (D-Durant)
Wildlife Rep. Phil Richardson (R-Minco) Rep. R.C. Pruett (R-Antlers)

20. POLICY PATH
Committee Hearing
 Bills are considered by committees only if put on the
agenda by the chair.
 Committee hearings may offer opportunities for supporters
and opponents of legislation to have their voices heard
about the issue.
 Bills can be changed through amendments. A substantial
change to a bill is rewritten as a “Committee Substitute.”
 Bills are reported from committee with recommendations
 If the bill is not heard or it fails to receive a simple majority vote, it
is said to “die in committee” (or “report progress”).
 If the bill received a “do pass” motion and secured a majority vote
of the committee members, the bill is printed and placed on the
general order for consideration by the full body of the chamber.
 Bills assigned to the Appropriations Committee must be
approved by the subcommittee and the full committee
before advancing.

21. POLICY PATH
Third Reading
 From committee, bills are placed on General Order and then
brought up for a third reading for the full body of the
chamber.
 At this stage, bills are subject to further discussion, debate,
and amendments. Substantial changes to a bill are written
as a “Floor Substitute.” House rules require that Floor
Substitutes be submitted 48 hours prior to a bill‟s hearing.
 All bills advance if they receive a simple majority of votes.
Emergency Clauses attached to bills and measures that
change the constitution require 2/3rds majority vote.
 All bills have titles. If members “Strike the Title,” the bill
becomes “defective” or “crippled.” This action slows down
the progress of a bill and ensures that it receives further
consideration. This mostly happens to bills containing
financial impacts to the state or that are works in progress.
 Bills that pass are transmitted to the other chamber.

22. POLICY PATH
Opposite Chamber
 Following successful passage of a bill in its chamber of
origin, it becomes “engrossed,” and sent to the opposite
chamber.
 Bills advance through the same process of First Reading,
Second Reading, committee consideration, and Third
Reading as in the original chamber.
 There are some variations in the procedures used by each chamber
as specified by the House and Senate Rules.
 Bills can have their titles stricken during this process.
 For bills that already have stricken titles, the second chamber may
“Strike the Enacting Clause,” which further ensures that the bill will
not advance without further consideration by both chambers.
 If bills pass the opposite chamber unchanged, it becomes
“enrolled” and is sent to the Governor for his/her action.
 If bills are amended in any way, they are returned to the
original chamber for additional consideration.

23. POLICY PATH
After Third Reading
 Once the bill returns to the original chamber, the author can:
 Move to accept the amendments. If approved by a vote of the
chamber, it is moved to Fourth Reading and Final Passage under the
same rules as Third Reading; OR
 Move to reject the amendments and send the bill to conference
committee.
 Bills with stricken titles and/or enacting clauses must be sent to a
conference committee to advance further.
Conference Committee
 A bill must be assigned to a conference committee for it to advance.
 Committees contain at least three members assigned by House and Senate
leadership.
 Appropriations bills and bills with budgetary impacts may be referred to
the General Conference Committee on Appropriations (GCCA).
 Other than GCCA, few conference committees actually meet.
 Working with their colleagues, lobbyists, advocates, and state agency
personnel, key leaders assigned to the conference committee work out the
details of the bill.

24. POLICY PATH
Conference Committee Reports
 A Conference Committee can:
 Accept the amendments from both houses.
 Reject the amendments of both houses and propose a Conference Committee
Substitute.
 Conference Committee Substitutes can often bear little resemblance to the
original legislation proposed. They may contain language from bills that were
defeated or not heard earlier in session.
 Action taken by a Conference Committee results in a Conference Committee
Report (CCR). The report must gain a majority of signatures from members
assigned to the committee from each chamber.
 CCRs must lay over in the House 36 hours before it can be considered.
Exception: final days of Session or suspension of the rules.
 CCRs are submitted to a vote of the originating chamber first. Reports can
be approved or rejected, but not amended.
 If a CCR is approved, it is then brought up for a vote on fourth and final
reading. If approved, the CCR is brought to the second chamber for
approval.
 If a CCR is rejected, another conference may be requested with the same or
different members appointed by the two chambers.

25. POLICY PATH
Action by the Governor
 An enrolled bill approved by both chambers is transmitted to the
Governor. The Governor can do the following:
 Sign the bill into law within five days.
 Allow the bill to become law by taking no action within five days when
the legislature is in session.
 Veto the entire bill. The legislature can override the Governor by a
2/3rd majority vote (68 votes from the House and 32 from the Senate).
If the bill contains an emergency clause, the veto must be overridden
by a 3/4th majority vote (76 votes from the House and 36 from the
Senate).
 Line-item veto spending items in appropriations bills. Such vetoes are
similarly subject to being overridden by the legislature.
 Following legislative adjournment, the Governor has fifteen days to
sign the bill, veto a bill, or exercise a “pocket veto” by taking no
action.

26. POLICY PATH
Legislative Deadlines: 2009 Session
DEADLINE 2009 SESSION
First Legislative Day -- convenes at noon Monday, February 2, 2009
Senate Bills in Senate Committees deadline Thursday, February 19, 2009
Third reading of measures in House of origin Thursday, March 12, 2009
House Bills in Senate Committees deadline Thursday, April 3, 2009
Third reading of measures in opposite house Thursday, April 23, 2009
Sine Die Deadline, Adjournment, Friday, May 29, 2009
no later than 5:00 p.m.

27. Policy Path
To Track the Status and History of a Bill
1. Go to http://www2.lsb.state.ok.us/
2. Select “Status of Measures” from the middle column
3. Choose “Basic Search Form” from menu on left-hand
column
4. Complete the Bill Search Form
To Find the Text of a Legislative Measure
1. Go to http://www2.lsb.state.ok.us/
Select “Text of Measures” from the middle column
2.
3. Select Chamber, Session and Status of measure
“Introduced” is initial version

“Engrossed” is version that passed

first version
“Enrolled” is final version


28. BUDGET PROCESS
Revenue and Budget
 The legislature appropriates for the upcoming fiscal year (July 1 to June 30).
 Constitutional Taxpayer Protections:
 Constitutional requirement for a balanced budget.
 Tax increases must be approved by a 3/4ths vote of the legislature or a
vote of the people (SQ 640).
 Annual limit on appropriations increases are set to 12% plus inflation.
 Appropriation totals are based on projected revenue as certified by the
Equalization Board in December (preliminary) and in February (final).
 The Equalization Board is a constitutional body consisting of:
o Attorney General
o Governor
o President of the Board of
o Lt. Governor
Agriculture
o State Auditor & Inspector
o Superintendent of Public Instruction
o State Treasurer
 Board projects upcoming revenue for the year for each appropriated
fund based on estimates of tax collections.

29. BUDGET PROCESS
Budget Process Timeline
January February March April May June
Legislature in Session
State agencies
submit budget
Legislative Review of State Agency Budgets
Governor Submits
work program to
the Executive Passage of Budgets for State Agencies
Office of State
Budget to the
Finance for
Final Review of
Oklahoma State
Available Revenue for approval
Legislature for Expenditure by State
Consideration Legislature by the
June 30
State Board of
Equalization End of Fiscal Year
July August September October November December
OSF Reviews State Agency Budget Requests; House and Senate
Committees Hold Agency Performance Reviews Hearings
July 1 State agencies
submit budget
Beginning of Preliminary
request to the Certification of State
the New Fiscal Office of State Revenue by the State
Year Finance Board of Equalization
for next year

30. BUDGET PROCESS
Tax Collections
 STATE REVENUE
 Six Largest Sources accounted for 89% of all Tax Revenues – 2007
 Motor Vehicle Tax – 6.8%
 Personal Income Tax - 38.3%
 Motor Fuels Tax – 4.5%
 General Sales Tax – 22.1%
 Corporate Income Tax – 6.3%
 Gross Production Tax (Severance) – 10.6%
Oklahoma State Tax Collections by Major Tax Sources, in Thousands (Source: US Census Bureau)
10,000,000
9,000,000
8,000,000
7,000,000
6,000,000
5,000,000
4,000,000
3,000,000
2,000,000
1,000,000
Individual Income Tax General Sales Tax Motor Fuels Tax Motor Vehicle License
Corporate Income Tax Severance Tax Other Taxes

31. BUDGET PROCESS
Appropriating Revenue
 The largest fund subject to appropriations is the General Revenue
Fund.
 Other major funds have restricted purposes.
 The legislature cannot appropriate more than 95% of certified
funds for the upcoming year. This allows for a budgetary
cushion in case of a revenue shortfall.
 Some funds are not certified and the legislature can appropriate
100% of the projected revenues.
 During the fiscal year, if revenues meet expectations, the 5%
reserve is deposited into the Cash Flow Reserve Fund and is
available for appropriation.

32. BUDGET PROCESS
Appropriating Revenue
 About 83% of all appropriations are from the General Revenue Fund
 1017 Education Reform Fund is 2nd largest source – 10%
State Expenditures by Revenue Source, in Millions
(2008 Session Authorized Expenditures)
State
Transportation
Fund, $208
OK Education
Lottery Trust
Fund, $69
General Revenue
Special Cash
Fund, $5,846
Fund, $104
Gross Production
1017 Fund, $617
Tax - Oil Funds,
$142
Other Funds, $74

33. BUDGET PROCESS
Rainy Day Fund
 Revenues exceeding 100% of certification are deposited in the
Constitutional Reserve Fund (known as the Rainy Day Fund),
created in 1985.
 During the fiscal year, if GR falls below 95% of the certified
projection, a budget shortfall is declared and across-the-board
cuts proportional to the shortfall become necessary.
 Money in the Rainy Day Fund can be spent as follows:
 Up to 3/8th for a shortfall in current year General Revenue
collections;
 Up to 3/8th if projected General Revenues collections for the
upcoming year are below General Revenue collections for the current
fiscal year;
 Up to 1/4th upon declaration of an Emergency and legislative
approval; and
 Up to $10 million from the RDF on tax incentives for at-risk
manufacturers.

34. BUDGET PROCESS
Rainy Day Fund
Rainy Day Balances, FY ‘01 to FY ‘09
(opening balances in $ millions)
$700
$596.6
$571.6
$600
$496.7
$500 $461.3
$400
$340.9
$300
$217.5
$200 $157.5
$72.3
$100
$0.1
$0
2001 2002 2003 2004 2005 2006 2007 2008 2009
 FY ‟03 and FY ‟04 – State budget shortfalls depleted the Rainy
Day Fund to $100,000.
 FY ‟06, ‟07, „08 – The Rainy Day Fund met and exceeded its
constitutional cap.

35. BUDGET PROCESS
State Budget
 Three main funding sources pay for government operations and
programs:
 State Appropriated Funds,
 Federal Funds, and
 Revolving Funds (fees, millage, co-pays, etc).
 State agencies combine funding streams and sources.
 State agencies are either appropriated or non-appropriated.
 Non-appropriated agencies are funded through fees, assessments,
contributions, etc. (examples: Oklahoma Public Employees
Retirement System, State Banking Department, Board of Nursing,
and others).

36. BUDGET PROCESS
Appropriations History, FY ‟00 – FY „09
(in $ millions; includes supplementals; excludes non-recurring “spillover funds”)
$7,500
$7,089
$7,043
$6,760
$7,000
$6,500 $6,217
$6,000
$5,491 $5,459
$5,389
$5,500 $5,191 $5,145
$4,981
$5,000
$4,500
$4,000
FY'00 FY'01 FY'02 FY'03 FY'04 FY'05 FY'06 FY'07 FY'08 FY'09
(initial)
 State appropriations fell in FY‟03 and FY‟04, but recovered strongly between
FY‟05 and FY‟07
 Average annual rate of growth over nine-year period of 4.0%
 In December 2008, the State Board of Equalization certified $6,759.2
million in available revenue for FY ’10 – a decrease of $309.6 million
(-4.4 percent) compared to the final FY ‘09 certification

37. BUDGET PROCESS
State Appropriations by
Appropriations Subcommittee, FY ‟09
(total appropriations: $7,089.3 million)
Amount
State Appropriations
($ Million)
Education $3,793.8
$1,214.7
Health & Social Services
Public Safety $803.1
Human Services $705.4
General Government $381.8
Natural Resources $160.0
Other $30.5

38. BUDGET PROCESS
State Appropriations by State Agency, FY ‟09
[Total State Appropriations: $7,089.3 million]
10 Largest Agencies - 88%
Corrections, 7%
Common Education
DHS, 8%
Transportation, 3%
Higher Education
OHCA (Medicaid), 12%
Health Care Authority
Mental Health, 3%
Department of Human Services
Career Tech, 2%
Juv. Affairs, 2%
Department of Corrections
Public Safety, 1%
Higher Ed, 15%
Department of Transportation
All Other
Mental Health Department
Agencies,
Career & Technology Education
12%
Common Ed, 36% Juvenile Affairs
Public Safety
All Other Agencies - 12%
75 State Agencies

39. Recent Office Holders
Governor House Speaker Senate Pro Tem
2009-10 Brad Henry Chris Benge Glenn Coffee
2007-08 Brad Henry Lance Cargill/ Mike Morgan &
Chris Benge Glenn Coffee
2005-06 Brad Henry Todd Hiatt Cal Hobson/ Mike
Morgan
2003-04 Brad Henry Larry Adair Cal Hobson
2001-02 Frank Keating Larry Adair Stratton Taylor
1999-00 Frank Keating Lloyd Benson Stratton Taylor
1997-98 Frank Keating Lloyd Benson Stratton Taylor
1995-96 Frank Keating Glen Johnson Stratton Taylor
1993-94 David Walters Glen Johnson Bob Cullison
1991-92 David Walters Glen Johnson Bob Cullison
1989-90 Henry Bellmon Bob Cullison
Jim Barker/Steve Lewis
1987-88 Henry Bellmon Jim Barker Rodger Randle
1985-86 George Nigh Jim Barker Rodger Randle
1983-84 George Nigh Melvin York
Dan Draper/Jim Barker
1981-82 George Nigh Dan Draper Melvin York
1979-80 George Nigh Dan Draper Gene Howard

40. LEGISLATIVE RESOURCES
Helpful Online Resources
 Oklahoma Legislature Home Page
 www.LSB.STATE.OK.US
o Link to House and Senate Homepages
o Check Legislation – status, wording, intent, etc
o Search OK Statutes and Constitution
 Office of State Finance
 www.OSF.STATE.OK.US
o Governor‟s Annual Budget
o Certification Estimates
 Open Book – Oklahoma‟s Finances
 www.OK.GOV/OKAA/
o State spending and budget info
 State Treasurer‟s Office
 www.TREASURER.STATE.OK.US
o Monthly Revenue Reporting
 State Homepage
 www.OK.gov
 Updated Budget and Tax Information
 www.OKPOLICY.org

41. FOR MORE INFORMATION:
Email – info@okpolicy.org
www.OKPOLICY.org