1 Getting to know TEAM FTA’s Internet-Accessible Grants and Financial Management System.

1

Getting to know TEAMGetting to know TEAM

FTA’s Internet-Accessible Grants and Financial Management

System

FTA Office of Program Management

What does FTA do with it’s What does FTA do with it’s annual budget?annual budget?

• Administrativeo Payroll, rent, etc.

• Program Grants

• Program Supporto Paying contractors, consultants, other

agencies, etc.

Not tracked in TEAM


2004 FTA Grant Program 2004 FTA Grant Program ApportionmentsApportionments

2004 Program Apportionments

1%

49%43%

2%3%1%1%

(3037) Job Access andReverse CommuteJARC

(5307) Urban Formula

(5309) Capital Program

(5310) Elderly andPersons withDisabilities

(5311) Rural Formula

(5313/5314) Planning &Research

$7.8 billion


Summary of Grant ProgramsSummary of Grant Programs• URBANIZED AREA FORMULA

o to urbanized areas for transit capital and operating assistance in urbanized areas.

• NONURBANIZED AREA FORMULA PROGRAM o program provides formula funding to states for supporting public transportation

in areas of less than 50,000 population.

• CAPITAL: BUS AND BUS-RELATED o for buses, bus maintenance and administrative facilities, transfer facilities,

park-and-ride stations, bus maintenance, passenger shelters and bus stop signs, and other bus-related purchases.

• CAPITAL: FIXED-GUIDEWAY MODERNIZATION o to modernize or improve existing rail or fixed guideway systems, including

rehabilitation of rolling stock, track, structures, signals, etc.

• CAPITAL: NEW STARTS o for construction of new fixed guideway systems or extensions to existing fixed

guideway systems.


Summary of Grant Programs, continuedSummary of Grant Programs, continued

• METROPOLITAN PLANNING o to support the planning of transportation investment decisions in metropolitan

areas.

• STATE PLANNING AND RESEARCH GRANTS o for statewide planning planning for non-urbanized areas, and other technical

assistance activities.

• RURAL TRANSIT ASSISTANCE o to assist in the design and implementation of training and technical assistance

projects and other support services tailored to meet the needs of transit operators in nonurbanized areas.

• ELDERLY AND PERSONS WITH DISABILITIES o provides formula funding to States for assisting private nonprofit groups in

meeting the transportation needs of the elderly and persons with disabilities.


Summary of Grant Programs, continuedSummary of Grant Programs, continued

• FLEXIBLE FUNDINGo authorized under TEA-21, allows some highway funds to be transferred

to transit projects, and vice-versa.

• JOB ACCESS AND REVERSE COMMUTE o to develop transportation services for welfare recipients and low income

individuals to and from jobs, and to develop transportation services from urban centers to suburban employment opportunities.

• NATIONAL RESEARCH AND TECHNOLOGY o to conduct national research and the development of advanced transit

technology.

• OVER-THE-ROAD BUS ACCESSIBILITY o for private over-the-road bus operators to retrofit vehicles to meet the

requirements of the Americans with Disabilities Act.


Project TypesProject Types

• Formula & Discretionary Programso Grants

• Program Supporto Cooperative Agreements (Hire a contractor to do a

project that has significant Federal Involvement)o Contracts/Procurements (Hire a contractor to do a

project)o General Working Agreements (Volpe)o Inter-agency Agreements (Outside DOT)o Intra-agency Agreements (Within DOT)

8

The money is made The money is made available…available…

How do we get it to our grantees & contractors?


TEAM:Tracks FTA program TEAM:Tracks FTA program fundsfunds

• Where they come from (operating budgets)

• Who they go to (recipients)

• What they are used for (projects)o By Schedule (milestones)o By Activity (budgets)

• Reservations & Obligations (promised & dedicated amounts)

• Disbursements (payments)

(non-administrative)(non-administrative)


Program Support Projects Program Support Projects have…have…

• A place on the FTA Program Plan or in a Concept Memo (which serves as a modification to the Program Plan).

• An Approval Package

• A Project Record in TEAM (Application)


Annual Program PlanAnnual Program Plan

• Maintained by Cost Center Managers (as of 12/2003)o TBP – Rhonda Leeo TPM – Rhoda Shortero TAD – Eugene McCraeo TCR – Beverly Phippso TRI – Bruce Robinsono TPE – Vincent Valdeso TCA – Jacqui Bennet


Approval PackagesApproval Packages

• Set of documents which fully describe the project in all the necessary legal detail

o Approval Request Documento A Statement of Work

• Describes the scope and duration of the project, including any deliverables or other milestones.

o A Government Cost Estimate (GCE)• A complete breakdown of the individual project activities and

their associated costs

• Templates for each project type found on FTANet/Electronic Forms, TEAM Forms

• Questions? See Linda Sorkin


TEAM Project Life CycleTEAM Project Life Cycle

1. Project application created

2. Project number assigned

3. Operating budget money is reserved

4. Project awarded

5. Project award executed

6. Project managed

7. Project closed

14

The TEAM SystemThe TEAM System

The Basics


TEAM: Logging IN …TEAM: Logging IN …• Open Internet Explorer • http://ftateamweb.fta.dot.gov

o Username and passwordo Request username and password through Team Help

Desk: [email protected]

• Select your Databaseo Production (REAL Working Data)o Quality Assurance (This is a copy of Production made

every night)o Training (Used only for special training)

• Verify the database you are connected to by the title bar on the browser window


TEAM: Logging OUT …TEAM: Logging OUT …

• When exiting TEAM, Select “Exit” from the bottom of the TEAM Menu

• If you exit any other way, you may lock up the project record you were in


Standards & Conventions Standards & Conventions

• Menu Bar at Lefto Main Menu – (Home) Location for news,

memos, reports, files, links, and other items of interest to TEAM users

o Menu Headers (begin with a + or a - )• Can Expand or contract the list of options under

each heading• Clicking on most headers brings up a Query

Window for you to search for a Recipient or Project Application


Standards & ConventionsStandards & Conventions , ,

continuedcontinued

• Query Windowso When you log into TEAM, click open all the categories

that you will be using. Then when you query a project, you will just be able to click around the Menu items and not have to query again and again.

o TEAM is not case sensitive when searching Project Applications or Recipients.

o Project numbers need not have dashes in the Query Applications window

o If you don’t know the exact project number – you can put in a partial number and TEAM will find anything that matches.



continuedcontinued

• Data Entry Window Iconso Red X - Cancelo Green check - Saveo Magnifying Glass - look up a value from a list of codeso Printer Icon – Opens the Applications/View/Print

Window o Diskette – saves the changes you have made in a data

entry windowo Diskette with Red Ban sign – discards the changes you

have made in a data entry windowo A Blue Outline around any field on a data entry window

indicates you can edit that value



continuedcontinued

• Attachmentso The title of the attachment window

indicates which level you are attaching to• Recipient Level: Access Attachments by

clicking the Paper Clip from a Recipient Record to access Attachment Folders

• Project Application Level: Access Attachments by clicking the Paper Clip from a Project Application Record to access Attachment Folders



continuedcontinued

• Cutting, Pasting & Printingo Standard Windows Stuff

• CTRL-C is the Clipboard “Copy to” for highlighted items• CTRL-X is the Clipboard “Cut to” for highlighted items• CTRL-V is the Clipboard “Paste from” for highlighted items• ALT-PRINTSCREEN will copy a screenshot of the Active

Window to the Clipboard.• CTRL-PRINTSCREEN will copy a screenshot of the

Windows Desktop to the Clipboard.o TEAM

• Applications,View/Print allows you to view, save, and/or print all of the Recipient and Project Data in a single document format.


TEAM Project NumberTEAM Project Number

DC-26-5001-00 – Recipient State

DC-26-5001-00 – Section Code

DC-26-5001-00 – Activity/ Partial Cost Center Code

DC-26-5001-00 – Sequence Number

DC-26-5001-00 – Amendment Number


TEAM Recipient IDTEAM Recipient ID

• Unique 4 digit number for all FTA Recipients

Examples:

1398 WMATA

1211 KALAMAZOO METRO TRANSIT


Getting HelpGetting Help

• TEAM Home Pageo User’s Guideo Training Scheduleso Activity Line Item Tree (ALI Codes)o TEAM Guidance-HQ

• System Problems:[email protected]

• Problems with HQ projects in TEAM: see your TEAM Office Coordinator


TEAM Office CoordinatorsTEAM Office CoordinatorsOFFICE PRIMARY SECONDARYTAD Fred MayTBP Rhonda Lee Mary KilpatrickTCA Stephen FongTCC Linda SorkinTCR Sandy McCrea Cylinda QueenTOA Jacqueline BennetTPE Susan RollmanTRI Linda WolfeTSS Vicki Bellet Amy JerniganTPM Jacquelynn Evans Carol BusharDC Metro Office - WMATA Brian Glenn Lucille PearsonRegion 1 Donna Laidley Laurie Ansaldi

Region 2 Maureen Moritz Faye Ellison

Region 3 Marge Tornello Pat Kampf

Region 4 Marie Lopez David Mucher

Region 5 Oscar Waller Victor Austin

Region 6 Ruth Johnston Linda Kemp

Region 7 Shannon Graves Margaret Brown

Region 8 Debi Duggan

Region 9 Phillis Yue Ingrid Libao

Region 10 Elizabeth Sier Linda Gehrke

1 Getting to know TEAM FTA’s Internet-Accessible Grants and Financial Management System.

Documents

Transcript of 1 Getting to know TEAM FTA’s Internet-Accessible Grants and Financial Management System.