An Introduction to the Gateway Public Access Site

Transcription

1 An Introduction to the Gateway Public Access Site Charles Gordon Sr. Tax Data Analyst and Gateway Support Data Analysis Division November

2 Gateway Overview Gateway serves two primary purposes: 1. Data Collection Gateway collects and provides access to information about how taxes and other public dollars are budgeted and spent by Indiana s local units of government. Local units of government submit data to certain state agencies online. Specifically, local officials submit budget forms and debt reports to the DLGF via Gateway. Annual financial reports and employee compensation reports are submitted to the SBOA via Gateway. 2. Data Transparency Submitted information is immediately available for review by state agencies and is accessible online to the public shortly thereafter. 2

3 Gateway Overview Users of Gateway include: Auditors Assessors Trustees Clerk-Treasurers Superintendents Special District Directors Library Directors Financial Advisors Many others 3

4 Gateway Overview URL: 4

5 Public Site Options: Home Report Builder Download Data Tools Learn More 5

6 Gateway Overview The Report Builder section has several reports available, all of which are related to taxing, budgeting, and spending by local unit governments. 6

7 Report Builder: Public data reports Uses data entered by local officials 14 public report categories (as of September 2016) 7

8 By clicking on the icon or on the link of the report, you will be directed to another screen which will allow you to specify and narrow your report criteria. 8

9 Report Builder: Likely to see reorganization in 2017 Color-coded Reports: Green reports DLGF (Department of Local Government Finance) Red reports SBOA (State Board of Accounts) Blue reports IEERB (Indiana Education Employment Relations Board) Gray reports IGC (Indiana Gaming Commission) 9

10 Popular Reports: Annual Financial Report (SBOA) Budgets (DLGF) Debt Management (DLGF) Employee Compensation by Unit (SBOA) 10

11 Report Builder Features: Submission logs Ability to search by unit Exports to Excel, Word, PDF, and other formats to suit your needs 11

12 Gateway Overview The Download Data section provides users with large quantities of data without going through the report building process. 12

13 Data is downloaded as a text file (.txt) usually within a compressed zip file (.zip) 13

14 Downloadable Data includes Finance and Budget Files: 1. Annual Financial Report Data: Capital Assets Cash and Investments Debt Disbursements by Fund and Department Disbursements by Fund Detailed Receipts Financial Assistance to Non-Government Entities Grants Leases Pensions Township Disbursements Township Assistance 14

15 Downloadable Data includes Finance and Budget Files: 2. Budget Data: Budget Estimate Financial Statement Tax Rate (Form 4B) Budget Summary (Form 4A) Line-Item Budget Estimate (Form 1) Estimate of Miscellaneous Revenue (Form 2) You may also download Property files by selecting the file type, Pay Year, and County. File types available are Real Property, Personal Property, Tax Bill, and Adjustments files. 15

16 Let s take a look at the Gateway Public Site!! 16

17 Questions??? 17

18 Contact Information Gateway Support Team: Billy Ottensmeyer Telephone: Charles Gordon Telephone: Gateway address: 18

19 Thank you! Geoff Kuester, Director Data Analysis Division Telephone: James Johnson, Asst Director Data Analysis Division Telephone: Department Website: Contact Us : 19