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2016 Memos & Presentations

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2016 Memorandums

  • Treasurer’s Tax Statement (TS-1) for 2017 [Legal] - December 29, 2016
  • Golf Course Guidance [Assessment] - December 29, 2016
  • Cyclical Reassessment Status Report Phase III - December [Assessment] - December 1, 2016
  • Form 22 Data Submission Procedures [Data] - November 28, 2016
  • Updated Location Cost Modifiers for the 2017 Annual Adjustment [Assessment] - November 18, 2016
    • Updated Location Cost Modifiers
    • LCM Difference
  • Abatement Publication Deadline [Assessment] - November 16, 2016
  • IOT MEMO: Required Geographic Information System Characteristics of Parcels [Data] - November 9, 2016
    • GIS Benefits Flyer
  • Update to 50 IAC 26 Code List 37 – Adjustment Codes [Data] - October 19, 2016
  • FAQ Auditors’ Association 2016 Fall Conference [Budget] - October 19, 2016
  • Certified local income tax certifications for CY 2017 [Budget] - October 14, 2016
  • Data Gathering for Fire Protection Territories [Legal] - October 11, 2016
  • Local income tax certifications for CY 2017 [Budget] - September 30, 2016
  • Cyclical Reassessment Status Report Phase III - October [Assessment] - September 30, 2016
  • IRS Rule Change Concerning De Minimis Expensing Threshold (UPDATE) - September 20, 2016
  • Annexation Reporting [Budget] - September 9, 2016
  • Gateway Economic Development Reporting [Data] - September 9, 2016
  • Pay 2016 Statewide Average Township Assistance Tax Rate - September 6, 2016
  • Cyclical Reassessment Status Report Phase III - September [Assessment] - September 1, 2016
  • Local Income Tax Estimated Distributions for 2017 [Budget] - August 18, 2016
    • Local Income Tax Estimated Distributions for 2017
  • Local Income Tax Templates [Budget] - August 11, 2016
    • Templates
  • Estimates of 2017 Property Tax Cap Credits for School Corporations that Elect to Waive Protected Taxes [Budget] - August 4, 2016
  • Guidance for Using the Property Tax Cap Credits Allocation Workbook
  • STATE BUDGET AGENCY MEMO: Estimated local income tax certifications for CY 2017 [Budget] - August 1, 2016
  • Cyclical Reassessment Status Report Phase III - August [Assessment] - August 1, 2016
  • Estimates of 2017 Property Tax Cap Credits [Budget] - July 29, 2016
  • Line 7 Worksheet for Budget Year 2017 - July 29, 2016
  • Estimated Miscellaneous Revenues for Budget Year 2017 - July 29, 2016
  • Review of Excess Levy Appeals [Budget] - July 28, 2016
    • ​Templates
  • 2017 School Checklist [Budget] - July 26, 2016
  • 2017 Gateway Budgets Upload Codes [Gateway] - July 21, 2016
  • Reminder Concerning Voting on Budgets by Volunteer Firefighters [Legal] - July 19, 2016
  • 2016 Level I and II Continuing Education Classes - Third and Fourth Quarter [Assessment] July 14, 2016
  • Calculation of Estimated Cumulative Fund Maximum Rates for Budget Year 2017 [Budget] - July 14, 2016
  • Calculation of Estimated Maximum Levy for Budget Year 2017 [Budget] - July 14, 2016
  • Budget Year 2017 Survey [Budget] - July 5, 2016
  • Budget Form Changes for 2017 Budgets [Budget/Data] - July 1, 2016
  • Cyclical Reassessment Monthly Status Report – Phase III [Assessment] - July 1, 2016
  • STATE BUDGET AGENCY:Assessed valuation growth quotient [Budget] - June 28, 2016
    • Assessed Value Growth Quotient Supporting Documentation
    • County Personal Income Growth Quotients
    • County Personal Income Growth Quotients
  • 2016 – 2017 Budget Calendar UPDATED [Budget] - June 21, 2016
  • Bus Replacement Fund Notices and Plan Template for Budget Year 2017 [Budget] - June 20, 2016
    • ​Bus Replacement Fund Plan Template
    • Bus Replacement Fund Notices Template
  • Capital Projects Fund Plan Template and Notices for Budget Year 2017 [Budget] - June 20, 2016
    • Capital Projects Fund Plan Template
    • Capital Projects Fund Plan Notices Template
  • Bus Replacement Fund Maximum Levy Adjustment Petition [Budget] - June 20, 2016
  • Disclosure of Financial and Operational Data on Gateway [Data] - June 14, 2016
  • Form 22 Data Submission Procedures [Data] - June 13, 2016
  • 2016 Data Entry Application for CNAV Available [Data] - June 13, 2016
  • Procedures for the Establishment of Cumulative Funds [Budget] - June 13, 2016
    • Templates
  • Reallocation of Property Tax Cap Credits under IC 6-1.1-20.6-9.8 [Budget] - June 10, 2016
    • Instructions
    • Workbook
  • Appeals Procedures [Assessment] - June 10, 2016
  • Submission of Notice of Excess Assessed Value through Gateway [Data] - June 8, 2016
  • FAQ Auditors’ Association 2016 Spring Conference [Legal] - June 7, 2016
  • Cyclical Reassessment Monthly Status Report - Phase III [Assessment] - Jun 1, 2016
  • Contract Reporting Requirements [Budget] - May 24, 2016
  • Pay 2017 TIF Neutralization Worksheet [Budget] - May 24, 2016
  • Redevelopment Commission Responsibilities Regarding Excess Assessed Valuation [Budget] - May 10, 2016
  • Personal Property Clarification [Assessment] - May 6, 2016
  • Legislative Changes Affecting School Corporations [Legal] - May 5, 2016
  • 2016 – 2017 Budget Calendar UPDATED [Budget] - May 4, 2016
  • Certification of Agricultural Land Base Rate Value for Assessment Year 2016 [Assessment] - April 29, 2016
    • ​Resource Material for Ag Land Base Rate for Assessment Year 2016
  • Data Tracking for Automatic $20,000 Business Personal Property Exemption [Data] - April 29, 2016
  • Additional Appropriation and Transfer Procedures (IC 6-1.1-18-5; IC 6-1.1-18-6) [Budget] - April 26, 2016
  • STATE BUDGET AGENCY Memo - One-time Special Distribution per SEA 67 - April 22, 2016
  • School Corporation Waiver from the Implementation of Protected Taxes [Budget] - April 18, 2016
  • Manufactured (Mobile) Home Matters, Including 2016 Legislative Changes [Assessment] - April 11, 2016
  • 2015 Delinquency Reports and Calculation of Levy Excess [Budget] - April 11, 2016
    • ​Delinquency Report Template
  • Budget Streamlining [Budget] - March 30, 2016
  • 2016 Legislative Changes Affecting Fire Protection Territories [Legal] - March 30, 2016
  • Legislative Changes Affecting Property Assessment [Assessment] - March 30, 2016
  • Legislation Affecting Certain Budgeting Matters [Budget] - March 30, 2016
  • 2016 Legislative Changes Affecting Property Tax Deductions [Legal] - March 30, 2016
  • Legislation Affecting Appeals and Authorizing the Creation of Multiple County PTABOA [Assessment] - March 30, 2016
  • Legislative Changes Affecting City Park and Recreation Boards [Legal] - March 30, 2016
  • Phase III – Cyclical Reassessment [Assessment] - March 30, 2016
  • Legislative Changes Affecting the Petition & Remonstrance and Referendum Processes [Legal] - March 30, 2016
  • 2016 Legislative Changes Affecting Property Tax Exemptions [Assessment] - March 30, 2016
  • Legislative Changes Affecting the Exemption for Business Personal Property with an Acquisition Cost of Less than $20,000 [Assessment] - March 24, 2016
    • Frequently Asked Questions - Personal Property Exemptions
  • Conversion Certification Software Testing [Data] - March 8, 2016
  • 2016 Indiana Chapter IAAO Courses [Assessment] - February 10, 2016
  • 2016 Level I and II Continuing Education Classes [Assessment] - February 5, 2016
  • 2016 PTABOA Annual Report Application Launched [Assessment] - February 4, 2016
  • Provisional Guidance on the Agricultural Land Base Rate for Assessment Year 2016 - [Assessment] - January 28, 2016
  • Addendum to: 50 IAC 1-3-1 (STB Directive 78-101 - Real Property) - Assessments of Oil and Gas [Assessment] - January 27, 2016
  • IRS Rule Change Concerning De Minimis Expensing Threshold [Assessment] - January 27, 2016
  • 2016 TIF Management Application Launched [Data] - January 22, 2016
  • 2016 – 2017 Budget Calendar [Budget] - January 20, 2016
  • 2016 Level I & Level II Assessor Appraiser Certification Examinations [Assessment] - January 13, 2016
  • FAQ - Assessment of Personal Property [Assessment] - January 8, 2016
  • Reporting Requirement for Solid Waste Management Districts [Data] - January 7, 2016
  • 2016 Gateway Submission Calendar [Data] - January 7, 2016
  • Gateway Debt Management [Data] - January 7, 2016
  • Property Tax Appeal Reporting Requirements [Assessment] - January 6, 2016
  • 2016 Assessment Calendar [Assessment] - January 5, 2016
  • 2016 Data Submission Calendar [Data] - January 5, 2016
  • Supplement to 50 IAC 4.2-15-14 Present Value of Personal Property Leases [Assessment] - January 5, 2016
  • Other Post-Employment Benefits Reporting [Data] - January 5, 2016
  • Golf Course Guidance [Assessment] - January 5, 2016
  • 2016 Ratio Study Guidance [Assessment] - January 5, 2016
  • Cyclical Reassessment Monthly Status Report – Phase II [Assessment] - January 4, 2016
  • DLGF Agency Ethics Policy [Legal] - January 4, 2016

2016 Presentations

Newly Elected Officials Training - December 14, 2016

  • New Officials Training - Courtney Schaafsma

Indiana Advisory Commission on Intergovernmental Relations - December 13, 2016

  • Tax Bill Primer - Mike Duffy

Indiana Chapter of the National Association of Tax Professionals - October 25, 2016

  • Personal Property in Indiana - Barry Wood

Clerk-Treasurer's Conference - October 13 and 26, 2016

  • Clerk Treasurer's Conference - Dan Jones

Auditor's Association - October 6, 2016

  • Local income Tax Roundtable - Courtney Schaafsma
  • "Fall" into Deductions - Mike Duffy
  • FAQ Auditors’ Association 2016 Fall Conference

Indiana Library Federation - October 5, 2016

  • Updates from the DLGF - Courtney Schaafsma

Auditor's Association - October 4, 2016

  • New Budget Process - Courtney Schaafsma

Assessor's Conference - August 29, 2016 - September 2, 2016

  • Level I – Chris Wilkening
  • Level II – John Toumey
  • Oil, Gas, Coal & Land Assessments (powerpoint) (pdf) - Derek Grimes and DNR
  • Golf Courses (powerpoint) (pdf) - Barry Wood
  • Budgets (powerpoint) (pdf) - Dan Jones
  • Abatements (powerpoint) (pdf) - Steve McKinney
  • Sales Disclosures (powerpoint) (pdf) - Mike Duffy, James Johnson, and Geoff Kuester
Municipal Finance Officers Association - July 20, 2016

 

  • Local Income Tax and Budget Process Changes - Courtney Schaafsma

Financial Software Vendors Meeting - June 30, 2016

  • Presentation - Matt Parkinson

County Council Meeting - June 18, 2016

  • Budget Process and Local Income Tax Changes - Courtney Schaafsma & Matt Parkinson

Municipal Law Seminar - June 17, 2016

  • Presentation - Mike Duffy

State Library Budget Workshop - June 15, 2016

  • 2017 Budget and Beyond for Indiana Public Libraries - Dan Jones
  • Budget Cycle and Forms Overview - Dan Jones

United Township Association - June 10, 2016

  • 2017 Budget and Beyond for Indiana Township Trustee - Dan Jones

Clerk- Treasurers Conference - June 8, 2016

  • 2017 Budget and Beyond - Dan Jones

Gateway Budget Training - May & June 2016

  • New Officials Training (Morning Session) - Budget Field Representatives & Gateway Staff
  • 2017 Updates (Afternoon Session) - Budget Field Representatives & Gateway Staff

Auditor's Conference - May 25-27, 2016

Porter County Abatement Training - May 20, 2016

  • The Tax Abatement Process - Steve McKinney

IASBO Annual Meeting - May 13, 2016

  • Presentation - Courtney Schaafsma

IECT - May 10, 2016

  • Reporting Requirements for Cities and Towns - Dan Jones

AIC District Meetings - April 2016

  • Local Government Budget Streamlining - Courtney Schaafsma & Matt Parkinson

IASBO - March 29, 2016

  • IASBO Region 2 Meeting - Courtney Schaafsma

Police Chief Training - March 28, 2016

  • Introduction to Budgeting and Municipal Finance - Dan Jones

ICLEF - March 23, 2016

  • Developments at the Department of Local Government Finance - Courtney Schaafsma

Auditor Regional Meetings - March 2016

  • To 2017 and Beyond: Indiana Local Income Taxes - Courtney Schaafsma

Assessor's Conference - January 18-22, 2016

  • Level I – Chris Wilkening
  • Level II – John Toumey
  • Introduction to Gateway (powerpoint) (pdf) - Matt Parkinson
  • Low Income Property (powerpoint) (pdf) - Barry Wood
  • Personal Property (powerpoint) (pdf) - Steve McKinney
  • What's Wrong With My Ratio Study (powerpoint) (pdf) - Deliverance Bougie

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