LGS Portal Resources (2024)

LOGIN TO THE LGS PORTAL USING OKTA

Okta provides a convenient way to access authorized eGovernment services using one username and password.

1. Navigate to the Local Government Services Bureau Portal and click “Login” in the upper right-hand corner of the page.

2. You will be prompted to provide your Okta Login information.

• If you do not have an Okta account, click the Sign-up link next to “Don’t have an Account.”
• See https://okta.mt.gov/Help for assistance using Okta

3. Provide your Okta credentials and click “Sign In.”

4. You will be logged into Okta.

5. Find the LGSB Portal in your applications or by searching for it and clicking on the application.

6. If the application does not come up, you will need to add it. Click on the “Add apps” menu item on the left, search for the application, and add it.

• Then, proceed to “My Apps” to find the application to access the LGSB portal.

7. If you experience any issues, please contact our Local Government Services Bureau Help Desk

• (406) 444-9101
• LGSBHelp@mt.gov

REGISTER AS A LOCAL GOVERNMENT ENTITY EMPLOYEE

Becoming a “Registered User” associates your LGSB Portal account with a local government entity and provides you with additional functionality.

1. After verification through Okta, you will be directed to the LGSB Portal Registration screen.

• Enter your email address and click next to continue. It's important to use the same email you used for logging into your Okta account.

2. Next, you will be directed to choose a user type:

• Choose the Local Government Employee user type and click next to continue.

3. For Local Government Employee, enter your first and last name. The first and last name may be prepopulated (based on contact information in our system). If this information is incorrect, please correct the names within the fields before selecting "next." Select the entity or entities you are associated with by selecting the box next to the corresponding entity and click next to continue.

• Note - The system will allow you to select multiple entities.

4. After you complete the registration process, you will be brought to the final page:

• The Local Government Services Bureau will review the registration. You will receive an email once your registration has been approved.

5. Once approved, navigate to the Local Government Services Bureau Portal and select “Log In.”

• You will then be able to access applicable pages for your selected user type.

6. If you experience any issues, please contact our Local Government Services Bureau Help Desk:

• (406) 444-9101
• LGSBHelp@mt.gov

REGISTER AS AN AUDITOR

Becoming a “Registered User” associates your LGSB Portal account with a local government entity and provides you with additional functionality.

1. After verification through Okta, you will be directed to the LGSB Portal Registration screen.

a. Enter your email address and click next to continue. It's important to use the same email address you used for Okta.

2. Next, you will be directed to choose a user type:

• Choose the Audit Firm Employee user type and click next to continue.

3. For Audit Firm Employee, enter your first and last name. The first and last names may be prepopulated (based on contact information in our system). If this information is incorrect, please correct the names within the fields before selecting "next." Select the Audit Firm you are associated with by selecting the box next to the corresponding firm and click next to continue.

4. After you complete the registration process, you will be brought to the final page:

• The Local Government Services Bureau will review the registration. You will receive an email once your registration has been approved.

5. Once approved, navigate to the Local Government Services Bureau Portal and select “Log In.”

• You will then be able to access applicable pages for your selected user type.

6. If you experience any issues, please contact our Local Government Services Bureau Help Desk:

• (406) 444-9101
• LGSBHelp@mt.gov

All the forms and information needed to complete Annual Financial Reports (AFRs), Budgets, Audit Reports, Financial Reviews, and Contracts can be found on our website.

• Visit the page to find:
  • AFR Forms
• Visit the Budget Resources page to find:
  • Budget Forms
• Visit the page to find information about:
  • Audits
  • Financial Reviews
  • Contracts

All Local Governments are responsible for submitting theirAnnual Financial Reports. Local Governments that are Cities, Counties, or Towns are also required to submit their Budget. If an Audit Report or Financial Review is required, the Local Government is also responsible for ensuring the report is submitted by their contracted Audit Firm.

Contact the Help Desk if you have any questionsat LGSBHelp@mt.gov.

1. Select the "Annual Financial Reports" tile:

2. Select the Blue Hyperlink in the “Annual Financial Report (AFR) Name” Column to open the AFR Record:

3. Select the “File Upload” Button in the upper-right corner:

4. In the “File Type” field, select “Annual Financial Report” from the drop-down options and select the “Next” Button:

5. Select the “Upload Files” Button or drag and drop your file:

6.After the file is uploaded (visualized by a green checkmark), select the “Done” Button:

7. Select the “Next” Button:

8. You will receive a message that your AFR was successfully uploaded, select the “Finish” Button:

• At this point, your AFR has been successfully uploaded.
• If your Filing Fee Form was not included in your AFR Document (separate PDF), repeat steps 3 through 8 (selecting the “Filing Fee Form” option on step 4) to upload your Filing Fee Form.
• If you are submitting an AFR for a City, County, or Town, repeat steps 3 through 8 (selecting the “Database Ledger Load" option on step 4) to upload your Database Ledger Load (DLL).

1. Select the “Budgets” Tile:

2. Select the Blue Hyperlink in the “Budget Name” Column to open the Budget Record:

3. Select the “Upload Budget Document” Button in the upper-right corner:

4. Complete the prompted fields and select the “Next” Button:

5. Select the “Upload Files” Button or drag and drop your file:

6. After the file is uploaded (visualized by a green checkmark), select the “Done” Button:

7. Select the “Next” Button:

8. You will receive a message that your Budget was successfully uploaded, select the “Finish” Button:

• At this point, your Budget has been successfully uploaded.

1. Select the “Contracts” Tile
2. Select the “Upload New Contract” Link in the upper-right corner
3. In the “File Type” field, select “Contract” from the drop-down options and select the “Next” Button
4. Select the checkbox for the other applicable party on the Contract (“Audit Firm” or “Local Government Entity”), select the “Contract Year” and select the “Next” Button
5. Select the “Upload Files” Button or drag and drop your file
6. After the file is uploaded (visualized by a green checkmark), select the “Done” Button
7. Select the “Next” Button
8. You will receive a message that your Contract was successfully uploaded; select the “Next” Button

• At this point, your Contract has been successfully uploaded.

1. Select the “Audits and Financial Review Reports” Tile:

2. Select the Blue Hyperlink in the “Audit Report Name” Column to open the Audit or Financial Review Record:

• Tip: You can search for specific entities by entering their name in the “Search this list…” field to reduce the results displayed.

3. Select the “Upload Audit Report Document” Button in the upper-right corner:

4. In the “Type of Document Field” field, select the applicable drop-down option (“Audit Report” or “Financial Review”) and select the “Next” Button:

5. Complete the prompted fields and select the “Next” Button:

6. Complete the prompted fields and select the “Upload Files” Button or drag and drop your file:

7. After the file is uploaded (visualized by a green checkmark), select the “Done” Button:

8. Select the “Next” Button:

9. You will receive a message that your File was successfully uploaded, select the “Finish” Button:

• At this point, your Audit or Financial Review Report has been successfully uploaded.