an introduction to the gateway public access site

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An Introduction to the Gateway Public Access Site Charles Gordon Sr. Tax Data Analyst and Gateway Support Data Analysis Division November 2016 1

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Page 1: An Introduction to the Gateway Public Access Site

An Introduction to the Gateway Public Access Site

Charles GordonSr. Tax Data Analyst and Gateway Support

Data Analysis Division

November 2016

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Page 2: An Introduction to the Gateway Public Access Site

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.

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Page 3: An Introduction to the Gateway Public Access Site

Gateway Overview

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

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Page 4: An Introduction to the Gateway Public Access Site

Gateway Overview

URL: https://gateway.ifionline.org/

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Page 5: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

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

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Page 6: An Introduction to the Gateway Public Access Site

Gateway Overview

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

Page 7: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

Report Builder:• Public data reports• Uses data entered by local officials• 14 public report categories (as of

September 2016)

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Page 8: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

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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.

Page 9: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

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)

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Page 10: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

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

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Page 11: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

Report Builder Features:• Submission logs• Ability to search by unit• Exports to Excel, Word, PDF, and other

formats to suit your needs

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Page 12: An Introduction to the Gateway Public Access Site

Gateway Overview

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

Page 13: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

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

Page 14: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

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

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Page 15: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

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.

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Page 16: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

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

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Page 17: An Introduction to the Gateway Public Access Site

Gateway Public Access Site

Questions???

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Page 18: An Introduction to the Gateway Public Access Site

Contact Information

Gateway Support Team:

Billy Ottensmeyer• Telephone: 317-234-4480

Charles Gordon• Telephone: 317-233-9509

Gateway Email address: [email protected]

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Page 19: An Introduction to the Gateway Public Access Site

Thank you!

Geoff Kuester, Director – Data Analysis Division• Telephone: 317-233-8347• E-mail: [email protected]

James Johnson, Asst Director – Data Analysis Division• Telephone: 317-234-8274• E-mail: [email protected]

Department Website: www.in.gov/dlgf• “Contact Us”: http://www.in.gov/dlgf/2338.htm

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