LGS Portal Resources

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Submit COMPLETED Reports and Other Documents to the LGSB Online!

Welcome to the LGS Portal Resources Page!

This page contains helpful information to assist registered users in utilizing the LGS Local Government Entity Portal.

BROWSER REQUIREMENTS
The Portal is compatible with IE (version 9 or newer), Chrome, Firefox, Safari and most mobile browsers.

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SUBMIT A REPORT ONLINE - follow the 4 steps below:

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Step 1 - Login to the LGS Portal using e-Pass

e-Pass Montana provides a convenient way to access authorized eGovernment services using one username and password.

  1. Navigate to the LGS Local Government Entity Portal, and click "Login"
  2. You will be directed to the e-Pass Montana Login Page
    • If you do not have an e-Pass account, click "Create an Account"
    • See the "Instructions" and "How Do I" tabs for assistance
  3. Provide your e-Pass credentials and click "Login"
    • "Local Government Services - LGE Portal" will automatically be added to "Your Services" in e-Pass, providing another way to access the LGS Portal in the future
  4. You will be directed to the LGS Local Government Entity Portal Homepage

PLEASE NOTE - Your LGS Portal contact information (first name, last name, email, and phone) originates from your e-Pass account.  If you need to update this information in the future, then you will need to edit your e-Pass account information.

Step 2 - Register with an Entity

Becoming a "Registered User" associates your LGS Portal account with a local government entity, and provides you with additional functionality.  If you need to be associated with more than one entity, you will complete this process for each entity. See the "How to Register with an Entity" video for more detailed instructions.

  1. Navigate to the LGS Local Government Entity Portal Homepage
  2. Click the drop-down arrow next to your name

  1. Click "Register With Entity..."
  2. Complete the "Entity Information" fields, and click "Register"
    • Your "Contact Information" originates from your e-Pass account
  3. A request will be submitted to the Local Government Services Bureau, and will be approved within 3 business days
  4. Once approved, you will receive a verification e-mail
  5. When you login to the LGS Portal, you will notice the entity now appears next to your name
    • If you register with more than one entity, a list of these entities displays after you click the drop-down arrow next to your name
    • To "Switch Entity," you simply click the entity's name in the list

Step 3 - Complete the applicable report

All the forms and information needed to complete Annual Financial Reports (AFR), Budgets, Audit Reports, Financial Reviews, and Contracts can be found on the right side of this page under QUICK LINKS



Local Governments are responsible for submitting their Annual Financial Report and, if a County, City, or Town, their Budget. They are also responsible for ensuring the Audit Report, Financial Review, and Audit Contract are submitted, although the contracted audit firms generally submit these documents. Before an Audit Report can be uploaded, the portal requires the audit firm's transmittal information.


Contact the Help Desk if you have any questions, LGSPortalRegistration@mt.gov.

Step 4 - Upload a document

See steps 1-4 listed under each document type, then go to the "Uploading a Document" section for steps 5-10. 


ANNUAL FINANCIAL REPORTS

  1. Click the "Annual Financial Reports" navigation link.
  2. Highlight the applicable record and press "Open."
  3. There are no fields that you need to complete before uploading a document.  
  4. Go to the "Uploading a Document" section below.

AUDITS AND FINANCIAL REVIEWS

  1. Click the "Audits & Financial Reviews" navigation link.
  2. Highlight the applicable record and press "Open."
  3. Complete the "Audit Report Transmittal Information" fields.
    • Note: You will no longer need to submit a separate Audit Transmittal Sheet, because you’re completing the form online.
  4. Go to the "Uploading a Document" section below.

BUDGETS (Counties, Cities, and Towns)

  1. Click the "Budgets" navigation link.
  2. Highlight the applicable Budget record and click "Open."
  3. Complete the applicable "Values."
    • Note: Counties will complete all fields, whereas Cities and Towns will skip the "Road Taxable Value."
  4. Go to the "Uploading a Document" section below.

CONTRACTS (for Audits and Financial Reviews)

  1. Click the "Contracts" navigation link.
  2. If the Contract record was created previously, highlight the applicable record and click "Open." 
  3. If you don’t see the Contract record, you will need to create a new record by clicking "New" and completing the "Contract Information" and "Audit Firm" fields that are white.
  4. Go to the "Uploading a Document" section below.

UPLOADING A DOCUMENT

  1. Find the "Documents" section at the bottom of the portal form and click "New."
  2. Under "File," click "Choose File" and locate the file you would like to upload.
  3. Click "Submit." 
  4. Repeat steps 5 through 7 until you have uploaded all documents.
  5. Click "Save" (bottom, right of form). 
  6. Click "Submit" confirmation button (top, right of form).
    • Note: By pressing “Submit”, you are acknowledging that as a representative of the entity, all information is correct to the best of your knowledge.

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FAQs - Frequently Asked Questions:

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Why doesn’t my e-Pass account work anymore?

If you haven’t used your e-Pass Montana account for over 24 months, it has expired and you will need to create a new account.

Can I use an existing e-Pass account, or do I have to create a new one to register with an entity?

You may use your existing ePass account to register with an entity or multiple entities.

I’m trying to open a report under the "Public Information" navigation link. Why won’t the reports open after I get the message to open or save?

When I type an entity’s name into the "Annual Financial Reports" search box, why is there nothing available to choose from?

The record will only be available once the LGS has accepted the report.

Why can’t I see any of the fields displayed below a section in a report form?

Press the report form’s section name (e.g. Budget Information, Documents, Audit/Financial Review Information) to see if the fields reappear underneath.

Why can’t I see the DLL in the "Public Information" report selection?

Only users registered with an entity can upload an entity’s DLL. Once the DLL is uploaded, the LGSB will retrieve and remove from the Portal.

Why didn’t I receive an email from LGSB after registering with an entity?

LGSB needs to approve your registration before you will receive an email. If you haven’t received an email within three business days after registering, contact the help desk by emailing LGSPortalRegistration@mt.gov.

What do I need to do before uploading an Audit or Financial Review?

Press the "Audits & Financial Reviews" navigation link. Highlight the applicable record and press "Open." Fill in the "Audit Report Transmittal Information" fields before uploading your document.

What do I need to do before uploading a Contract?

Press the "Contracts" navigation link. If you don’t see the applicable Contract record listed in the view, you will need to create a record by pressing "New" and filling out the "Contract Information" and "Audit Firm Information" fields that are white. If the Contract record was created previously, highlight the applicable record and press "Open."

What do I need to do before uploading a Budget document?

Press the "Budgets" navigation link. Highlight the applicable Budget record and press "Open." Fill in the applicable "Values" fields that are white, before uploading your document.

Why do I get an error when uploading a document?

The portal will accept documents up to 250MB. If your document is larger, you can upload as more than one document through the portal, or you can use the Montana File Transfer Service, https://transfer.mt.gov/, which will take documents as large as 2GB.

How do I upload a report?

See "STEP 4 – UPLOAD A DOCUMENT," shown above.

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