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Gateway Updates & DECAF

Data Analysis DivisionJanuary 9, 2015

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Gateway – Overview

• Gateway collects and provides free 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 Department via Gateway. Annual financial reports and employee compensation reports to the State Board of Accounts are submitted via Gateway.

• Submitted information is immediately available for review by state agencies and is accessible online by the public shortly thereafter.

Gateway – Overview

• Web Application & Data Warehouse used by local government entities to submit data, forms, and reports required by Indiana law.

Gateway – Current Applications

• Local Government Finance (DLGF)• Budget Forms• Debt Management• SB 131 Report• Redevelopment Commission Report• TIF Management• Economic Development Reporting• Other Post-Employment Benefits Report

• Board of Accounts (SBOA)• Annual Financial Report• 100R: Public Employee Compensation reporting

• Education Employment Relations Board (IEERB)• Collective Bargaining Reporting

• Gaming Commission (IGC)• Local Development Agreement Reporting

First launched in 2011

Gateway & Vendors

• Several Gateway applications accept flat-file uploads from local units.

• Gateway Budget file uploads are often prepared by Financial Software Vendors

• CompuTrain Enterprises• CYMA• Fink Forms• Harris• Keystone Software• L.L. Low Associates• Oracle• Skyward• Sungard Public Sector• Tyler

Gateway – Recent Updates

• New to 2014, Budget Notices (Form 3) became available online as the official budget advertisement for local governments.

• Department launched BudgetNotices.IN.gov to allow taxpayers to view the notices.

• Website offers a variety of methods for locating local units for a taxpayer’s district.

• Most advanced method uses address-based look-up utilizing Statewide GIS parcel data.

Gateway – Recent Updates

• BudgetNotices.IN.gov

Gateway Current Development - DECAF

• Data Entry – CNAV And Form22• CNAV – Certificate of Net Assessed Valuations

• Currently submitted by County units in Gateway Budget application

• Due August 1• Form 22 – Tax Revenue Distributions

• Currently submitted by Counties to DLGF on printed forms or in Excel workbooks

• Submitted for June & December distributions of Property Tax, License Excise, Commercial Vehicle Excise, and Financial Institution taxes.

DECAF

• New Gateway application will combine these two reporting requirements involving County units.

• Both portions of the application will have flat file upload features, in addition to the data-entry web forms.

• Flat-file specifications have already been issued by the Department for Form 22.

• Flat-file specifications for CNAV upcoming.

Form 22 Upload Specs

• Upload File Formats are being modified to a more flexible structure

• Data collected has essentially not changed

Form 22 Upload Specs

• Previously Released Specifications Start End Length Type

Header

Filename 1 10 10 A

County Number 11 12 2 A

County Description 13 32 20 A

Distribution Name 33 82 50 A

Distribution Date 83 92 10 D

County Contact Name 93 142 50 A

County Contact Phone 143 160 18 A

File Create Date 161 170 10 D

File Create Time 171 174 4 A

Software Vendor Company 175 224 50 A

Software Package Name and Version 225 274 50 A

Software Vendor Contact Name 275 324 50 A

Software Vendor Phone 325 342 18 A

Software Vendor Email 343 392 50 A

Transmission Description 393 492 100 A

Distribution Row Start End Length Type

County Number 1 2 2 A

Taxing Unit Type Code 3 3 1 A

Taxing Unit Code 4 7 4 A

Taxing Unit Name 8 67 60 A

Warrant Number 68 77 10 A

Fund or TIF District Code 78 83 6 A

Fund or TIF District Name 84 143 60 A

General Property Distribution 144 158 15 N

License Excise Distribution 159 173 15 N

CVET Distribution 174 188 15 N

FIT Distribution 189 203 15 N

Advances on Property 204 218 15 N

Advances on License Excise 219 233 15 N

Examination of Records 234 248 15 N

Form 22 Upload Specs

• Current Working Specifications

Start End Length Type

Header

File Name 1 10 10 A

County Code 11 12 2 A

County Name 13 32 20 A

County Contact Name 33 82 50 A

County Contact Phone # 83 100 18 A

File Create Date 101 110 10 D

File Create Time 111 114 4 A

Software Vendor Company 115 164 50 A

Software Package Name & Version 165 214 50 A

Software Vendor Contact Name 215 264 50 A

Software Vendor Contact Phone # 265 282 18 A

Software Vendor Contact Email 283 332 50 A

Transmission Description 333 432 100 A

Distribution Row Start End Length Type

Year 1 4 4 N

County Code 5 6 2 N

Unit Type Code 7 7 1 N

Unit Code 8 11 4 N

Distribution Code 12 13 2 A

Distribution Date 14 23 10 D

Amount 24 36 13 N

Entity Type 37 37 1 A

Entity Code 38 41 4 A

Advance 42 42 1 N

Advnace Date 43 52 10 D

Warrant Code 53 56 4 A

NOTE: These specifications are still being tested internally and are subject to change. The Department will announce final specifications to be used with the system. In the meantime, we welcome any feedback!

Form 22 Upload File Specs

• Comparison – Data from the old specifications contain all distribution types for a fund on one row. New specifications breaks the data out as individual rows for each distribution. Additionally, some fields have been moved out of the data rows, and added to the file header.

8610000Warren County ACH 0101 GENERAL 69061.49 7348.18 621458 36247.01 120.25 9652.24 121.31

20148610000 P12/30/2014     69061.49F08400           ACH 20148610000 L12/30/2014      7348.18F08400           ACH 20148610000 X12/30/2014       621458F08400           ACH 20148610000 F12/30/2014     69061.49F08400           ACH 20148610000 P12/30/2014       120.25F08401  10/31/14 ACH 20148610000 L12/30/2014      9652.24F08401  10/31/14 ACH 20148610000 E12/30/2014       121.31 08400           ACH

NEW

OLD

**Examples below are not in exact position, formatted for easier demonstration:

DECAF - CNAV Component

• Flat-file upload option will also be available on CNAV’s portion of the DECAF application.

• New CNAV will allow Tax Districts to be linked to units at the Fund level, which is more accurate than the current configuration.

• New CNAV will also capture additional data points such as Circuit Breaker AV (1%, 2%, 3%) and Conservancy District AV.

• Updated application framework, better support.

DECAF

• Demo