A USER'S GUIDE

FOR THE

JOB ACCESS AND REVERSE COMMUTE (JARC) PROGRAM

GRANTEE QUARTERLY REPORTING (GQR) SYSTEM

U. S. DEPARTMENT OF TRANSPORTATION

FEDERAL TRANSIT ADMINISTRATION

Office of Research, Demonstration, and Innovation

Prepared for

September 28, 2001

**TABLE OF CONTENTS**

[1. INTRODUCTION 3](#introduction)

[2. DOWNLOADING GQR FROM TEAM 4](#downloading-gqr-from-team)

[a. Step 1. Online Screen 4](#a.-step-1.-online-screen)

[b. Step 2. Team-Web HomePage 4](#b.-step-2.-team-web-homepage)

[c. Step 3. Links Option Screen 4](#c.-step-3.-links-option-screen)

[d. Step 4 File Download Screen 5](#d.-step-4-file-download-screen)

[e. Step 5. Save As Screen 5](#e.-step-5.-save-as-screen)

[f. Step 6. Download Complete Screen
6](#f.-step-6.-download-complete-screen)

[g. Step 7. Download GQR System 7](#g.-step-7.-download-gqr-system)

[h. Step 8 Directory Screen 7](#h.-step-8-directory-screen)

[3. CUSTOMIZING GQR 8](#customizing-gqr)

[a. Screen Resolution 8](#a.-screen-resolution)

[b. Tool Tip Display 8](#b.-tool-tip-display)

[4. NAVIGATING THROUGH GQR SYSTEM 9](#navigating-through-gqr-system)

[5. ENTERING DATA ON THE GQR SCREENS
10](#entering-data-on-the-gqr-screens)

[a. Starting GQR. 10](#a.-starting-gqr.)

[b. Startup 10](#b.-startup)

[c. Step 1. Grantee Information 13](#c.-step-1.-grantee-information)

[d. Step 2. Planning Partnership Data Entry Form
14](#d.-step-2.-planning-partnership-data-entry-form)

[e. Step 3. Description of Services
16](#e.-step-3.-description-of-services)

[f. Step 4. Financial Partnership 18](#f.-step-4.-financial-partnership)

[g. Step 5. Operators and Operating Partnership
19](#g.-step-5.-operators-and-operating-partnership)

[6. UPLOADING GQR TO TEAM. 20](#uploading-gqr-to-team.)

[a. Step 1. Online Screen 20](#a.-step-1.-online-screen-1)

[b. Step 2. Team Web Page 20](#b.-step-2.-team-web-page)

[c. Step 3. Logon Screen 21](#c.-step-3.-logon-screen)

[d. Step 4. TEAM-Web Main Menu Screen
21](#d.-step-4.-team-web-main-menu-screen)

[e. Step 5. Query Application Screen
22](#e.-step-5.-query-application-screen)

[f. Step 6. Project Query Result Screen
22](#f.-step-6.-project-query-result-screen)

[g. Step 7. Milestone Status Report Screen
23](#g.-step-7.-milestone-status-report-screen)

[h. Step 8. Attachment Screen 23](#step-8.-attachment-screen)

[i. Step 9. Upload File Screen 24](#i.-step-9.-upload-file-screen)

[7. APPENDICES 25](#appendices)

[A. DATA DICTIONARY 25](#a.-data-dictionary)

[GENERAL 25](#general)

[STARTUP PAGE 25](#startup-page)

[GRANTEE/RECIPIENT INFORMATION 26](#granteerecipient-information)

[PLANNING PARTNERSHIP 27](#planning-partnership)

[DESCRIPTION OF SERVICES 27](#description-of-services)

[FINANCIAL PARTNERSHIP 29](#financial-partnership)

[OPERATORS AND OPERATING PARTNERSHIP
30](#operators-and-operating-partnership)

[B. FIELD INPUT INSTRUCTIONS 31](#b.-field-input-instructions)

[STARTUP PAGE 31](#startup-page-1)

[GRANTEE INFORMATION 32](#grantee-information)

[PLANNING PARTNERSHIP 33](#planning-partnership-1)

[DESCRIPTION OF SERVICES 34](#description-of-services-1)

[FINANCIAL PARTNERSHIP 37](#financial-partnership-1)

[OPERATORS AND OPERATING PARTNERSHIP
38](#operators-and-operating-partnership-1)

[C. GQR TEAM MEMBERS 40](#c.-gqr-team-members)

# **1. INTRODUCTION**

Welcome to Version 1.0 of the Grantee Quarterly Reporting (GQR) System
for the Job Access and Reverse Commute (JARC) Program. The GQR System is
a relational database system that simplifies quarterly reporting and
provides the necessary data to effectively and efficiently evaluate the
JARC Program. Microsoft (MS) Access 97 and 2000 were used to develop and
implement the GQR System.

This User's Guide is divided into seven (7) sections that provide
detailed information about how to use the GQR System:

1.  **Introduction**

> This section defines the GQR System and provides a brief explanation
> of each section.

2.  **Downloading GQR from TEAM.**

> This section describes how to access and download the GQR System from
> the Federal Transit Administration's TEAM (Transportation Electronic
> Award and Management) System.

3.  **Customizing Your Desktop**

> This section explains two personal computer requirements necessary to
> use the GQR System.
>
> **a.** Screen Resolution describes how to set screen resolution.
>
> **b.** Tool Tip Display describes how to set display properties.

4.  **Navigating GQR**.

> This section provides detailed instructions on tools used for data
> entry.

5.  **Entering Data on the GQR Screens**.

> This section describes each data entry screen and provides
> instructions for data input.

6.  **Uploading Data to TEAM**.

> This section describes how to attach the completed files to TEAM for
> submission to FTA.

7.  **Appendices**

> **A.** The Data Dictionary provides definitions of system data
> elements.

**B**. The Field Input Descriptions provides instructions for the input
of data on each screen.

**C**. This is a list of the GQR Team Members and contact information

# 

#  

# 

# **2. DOWNLOADING GQR FROM TEAM**

In order to download the User's Guide and the GQR System in either MS
Access 97 or 2000, eight steps must be taken:

##  a. [Step 1. Online Screen]{.underline}

Each recipient must logon to their internet service for retrieving their
HomePage.

##  b. [Step 2. Team-Web HomePage]{.underline}

At the respective Welcome Page, type Team-Web address
((ftateamweb.fta.dot.gov) and click go to display the Team-WebHomePage.

![](media/image1.png){width="4.309027777777778in"
height="3.217361111111111in"}

##  c. [Step 3. Links Option Screen]{.underline}

When the TEAM-Web HomePage is displayed click the word Links and the
Links screen will appear. **Do not click the TEAM-Web command button.**

![](media/image2.png){width="3.875in" height="2.3916666666666666in"}

##  d. [Step 4 File Download Screen]{.underline}

When the Links screen appears, three files will be displayed, double
click JARC User's Guide and the File Download screen will be displayed.
Check the circle that indicates save this file to disk and click Ok. The
Save As Screen will appear.

![](media/image3.png){width="4.934027777777778in"
height="3.341666666666667in"}

##  e. [Step 5. Save As Screen]{.underline}

On the Save As Screen, select the directory in which the file is to be
saved by using the drop down screen in the Save in field. In the File
Name field type the file name and click Save. The Download will appear.

![](media/image4.png){width="6.284027777777778in"
height="3.6166666666666667in"}

##  f. [Step 6. Download Complete Screen]{.underline}

When the Download Complete Screen is displayed, click the close button.
The Links Options Screen will reappear. At this point the GQR System can
be downloaded.

![](media/image5.png){width="4.184027777777778in" height="2.7in"}

##  g. [Step 7. Download GQR System]{.underline}

Repeat steps 3 through 6 for downloading the GQR System in MS Access 97
or 2000, based on which version your organization has loaded on a
personal computer. When complete, exit the internet.

![](media/image2.png){width="3.875in" height="2.3916666666666666in"}

##  h. [Step 8 Directory Screen]{.underline}

Select the directory you stored the JARC User's Guide to retrieve the
file, double click the icon to retrieve the guide for printing and
reading. When the User's Guide has been read, retrieve the GQR System
for data entry.

![](media/image6.png){width="5.418055555555555in"
height="3.323611111111111in"}

# 

# **3. CUSTOMIZING GQR**

There are two personal computer requirements to use the GQR System,
[Screen Resolution and Tool Tip Display]{.underline}.

##  a. [Screen Resolution]{.underline}

Although the GQR System will display in a lower resolution (800x600),
the optimal resolution is 1024x768. The following four (4) steps will
allow most users to check or change the Screen Resolution:

1.  From your Windows 95/98/00 desktop, click the Start Button,
    highlight the word Settings, and click Control Panel.

2.  When the Control Panel screen appears, double click the Display icon
    and click the Settings tab in the Display Properties screen.

3.  In the Screen Area of the Display Properties' screen, drag the
    slider until it shows 1024x768.

4.  Click the Apply Button and then click the Ok Button.

**Note:** **Your monitor and display adapter determines whether your
screen resolution can be changed.**

##  b. [Tool Tip Display]{.underline}

The following five steps will allow most users to check or change the
Tool Tip Display:

1.  From your Windows 95/98/00 desktop, click the Start Button,
    highlight the word Settings, and click Control Panel.

2.  When the Control Panel screen appears, double click the Display icon
    and click the Appearance tab in the Display Properties screen.

3.  In the Item Drop-Down List, scroll up or down for "Tool Tip" then
    highlight and click it.

4.  Once Tool Tip has been selected, choose your preferred font and text
    size.

5.  After the preferred font and text size has been selected, click the
    Apply Button and then click the Ok Button.

# **4. NAVIGATING THROUGH GQR SYSTEM**

It is important to become familiar with the MS Access navigation tools
before beginning the data entry process. The graphics below provide
examples of the navigation icons, commands, and descriptions. Please
review these before you continue.

![](media/image7.jpeg){width="5.686111111111111in"
height="3.472916666666667in"}

![](media/image8.jpeg){width="6.698611111111111in"
height="0.5833333333333334in"}

Use the navigation buttons on the tool bar at the top of the application
screen to Navigate through the Records.

![](media/image9.jpeg){width="0.3055555555555556in"
height="0.3333333333333333in"}![](media/image10.jpeg){width="0.3055555555555556in"
height="0.3333333333333333in"}![](media/image11.jpeg){width="0.3055555555555556in"
height="0.3333333333333333in"}![](media/image12.jpeg){width="0.3055555555555556in"
height="0.3333333333333333in"}![](media/image13.jpeg){width="0.3055555555555556in"
height="0.3333333333333333in"}![](media/image14.jpeg){width="0.3055555555555556in"
height="0.3333333333333333in"}![](media/image15.jpeg){width="0.3055555555555556in"
height="0.3333333333333333in"}

# **5. ENTERING DATA ON THE GQR SCREENS**

Entering Report information is done in seven (7) easy ordered steps.
Record data is saved initially when a new record is created, when a user
edit any field on a form, and when closing a form.

##  a. [Starting GQR.]{.underline}

> []{.mark}
>
> Locate the directory in which the database has been stored and double
> click the icon. The *Startup* screen with the main menu will be
> displayed as shown below.

![](media/image7.jpeg){width="5.686111111111111in"
height="3.472916666666667in"}

##  b. [Startup]{.underline}

> To begin the data entry process, you must first find your JARC
> project. Follow the instruction below to retrieve your project
> record(s). In order to enter information on a JARC project, the GQR
> reference table must contain a record for that project. If the correct
> project is not displayed, the user should contact a member of the GQR
> Team (Appendix C).
>
> Project Selection -- MS Access 1997/2000

1.  Click the *Find Recipient ID Record* icon. The *Find and Replace*
    pop-up screen will be displayed.

2.  Enter the recipient id in the *Find What:* field.

3.  Click *Find Next*. The recipient number, name, and cost center
    number will be displayed on the startup screen.

4.  Click cancel on the pop-up screen.

5.  If the information is correct, click *Accept Recipient ID*.

6.  If the information is incorrect, repeat #1 through #4 until the
    right information is displayed. When the right information is
    displayed, click *Accept Recipient ID*.

7.  The grantee information screen will now display the following
    fields: state id, project id, recipient id, recipient name, and cost
    center.

8.  If the information is correct, data can be entered into each entry
    form for Step **1 through Step 5** (The steps must be completed in
    sequential order)

9.  When data entry is complete for all steps, click *Save and Exit*
    command button to complete the data entry process. However, if data
    for one or more projects is to be entered for the recipient, click
    the Go to Next Record icon and the project id will change. Then,
    data for the next project can be entered into each entry form for
    Step 1 through Step 5. When data entry for all projects related to
    the recipient has been input, click the *Save and Exit* command
    button to complete the data entry process.

> **[Incorrect Information in Step 7]{.underline}**

1.  Click the Execute /Remove Search icon and all fields will become
    blank except state id.

2.  Click the Set Search Criteria icon and the state id will become
    blank and the recipient id will turn black.

3.  Type in the correct recipient id.

4.  Click the Execute/Remove Search icon and all fields will be filled.

5.  If the information is not correct, repeat #1 through #4 until the
    right information is displayed.

6.  When the right information is displayed, execute the above #8 and #9
    in the first nine steps.

> []{.mark}

[]{.mark}

Note: When the correct project has been selected and validated the
Startup Screen will be displayed as shown below.

![](media/image16.png){width="6.945138888888889in"
height="4.252083333333333in"}

[Note:]{.underline} Do not use Blank (new) record on Navigation bar.
Always use New Record Button designated for each form.

![](media/image17.png)

##  c. [Step 1. Grantee Information]{.underline}

Step 1

![](media/image18.jpeg){width="1.9722222222222223in"
height="0.8472222222222222in"} Click the Grantee command button to
display the data entry form.

The first three fields will be automatically filled.

Follow the instructions below to complete the remaining fields for
**Step 1**:

1.  Enter the amount of the FTA grant in this field.

2.  Click either Earmarked, Competitive, or Earmarked and Competitive to
    designate the type of grant.

3.  Click the drop down box to select the appropriate quarter.

4.  Click the drop down box to select the appropriate year.

5.  Click to close and return to the *Startup* screen.

[Note: There should be only one record for this entry form.]{.underline}

![](media/image19.jpeg){width="6.0in" height="4.708333333333333in"}

##  d. [Step 2. Planning Partnership Data Entry Form]{.underline}

Step 2

![](media/image20.jpeg){width="1.9444444444444444in"
height="0.8194444444444444in"} Click the Planning Partnership command
button to display the data entry form.

One entry form must be completed for each planning partner. When this
entry form is completed, the new record button can be clicked to obtain
another entry form for each additional partners. Repeat these procedures
until an entry form for each partner has been completed. The navigation
button at the bottom of the form will change to indicate the number of
partners entered. When finished, click the close button for returning to
the *Startup* screen.

The first three fields will be automatically completed.

![](media/image21.jpeg){width="7.496527777777778in"
height="4.773611111111111in"}

Follow the instructions below to complete the remaining fields **Step
2**:

1.  Click *Ongoing Partnership* to indicate if the partnership is
    continuous.

2.  Click *Partnership Oversight Activity* to indicate if the
    partnership has oversight responsibility.

3.  If *Partnership Oversight Activity,* write a brief narrative in the
    space provided to explain the type of oversight authority.

4.  To activate a Planning Partner Type select one of the options. Note:
    Before entering information review each category. Only one category
    is selectable for each Planning Partner.

5.  If a *Human and Employment Services* partnership, use the drop down
    menu to select the specific partnership description.

6.  Write a brief narrative in the space provided to explain the type of
    *Human and Employment Services* partnership*.* Go to #12.

7.  If a *Transportation* partnership, use the drop down menu to select
    the specific partnership description.

8.  Write a brief narrative in the space provided to explain the type of
    *Transportation* partnership*.* Go to #12.

9.  If an *Employers* partnership, use the drop down menu to select the
    specific partnership description.

10. Write a brief narrative in the space provided to explain the type of
    *Employers* partnership*.* Go to #12.

11. If a *Community Representative* partnership, use the drop down menu
    to select the specific partnership description.

12. Write a brief narrative in the space provided to explain the type of
    *Community Representative* partnership*.* Go to #12.

13. If there is another partnership record for this project, click new
    record and repeat #1 - \# 11 for the next partner.

14. If all the partnership information for this project has been
    entered, click close and return to the *Startup* screen.

##  e. [Step 3. Description of Services]{.underline}

Step 3

![](media/image22.jpeg){width="1.9583333333333333in"
height="0.7916666666666666in"} Click the Description of Services command
button to display the data entry form.

Complete all fields that are applicable to the service being provided by
the specified recipient or sub-recipient. The sub-recipient field must
be completed. The first three fields will be automatically filled-in.

Follow the instructions below to complete the remaining fields **Step
3**:

1.  If there are no sub-recipients, enter the name of the designated
    recipient in the field.

> 1a. Enter sub-recipient or designated recipient contact data.

2.  Provide a name or description of the geographic area served.

3.  Enter the type of geographic area served.

4.  Enter the amount of the project funds invested by this entity.

5.  Use the drop-down menu to select the urbanized area.

6.  Enter the date the service was started.

7.  Use the drop-down menu to select the category of the implemented
    service.

8.  Click the service category that matches the selection in #7 to
    display a list of service types.

9.  Select the service type.

10. If Information Services, provide a brief description of the service
    provided. (Note: The data entry area is limited to 250 characters.)

11. Enter ridership data. (Note: The total in the 5-8, 8-5, and week-end
    fields should equal the number in the ridership field.

12. Enter the cost per ride.

13. Describe the method of calculation for cost per ride.

14. Enter new service stops data. (Note: The total in the first two
    fields s should equal the total new stops field.)

15. Enter the number of employers. (For demand response, describe how
    this number was derived).

16. Enter the number of total jobs and entry-level jobs.

17. Once the applicable data on the *Description of Services* screen had
    been entered, do not close this screen. Go to Step 4 Financial
    Partnership.

18. Once the applicable data on the *Financial Partnership* screen had
    been entered, do not close this screen. Go to Step 5 *Operators and
    Operating Partners*

19. If there is another service to be entered for this project, click
    new record and repeat #1 - \# 18 for the next service.

20. If all the services for this project have been entered, click close
    and return to the *Startup* screen.

Additional field input instructions are provided in Appendix B
(**[please read]{.underline}**).

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

[]{.mark}

![](media/image23.jpeg){width="7.498611111111111in"
height="5.419444444444444in"}

![](media/image24.jpeg){width="4.28125in" height="1.7083333333333333in"}

##  f. [Step 4. Financial Partnership]{.underline}

Step 4.

![](media/image25.jpeg){width="1.4791666666666667in" height="0.4375in"}
Click the Financial Partnership command button to display the data entry
form.

The project id, recipient id, and category of service implemented will
be automatically filled in.

![](media/image26.png){width="6.590277777777778in"
height="4.470138888888889in"}

Follow the instructions below to complete the remaining fields:

1.  Enter the name of the financial partner

2.  Enter the amount of matching funds provided by the partner.

3.  Use the drop down menu to select the type of matching fund.

4.  Enter type institutional category of the financial partner.

5.  Use the drop down menu to select the primary business area of the
    partner.

6.  If there is another partner to be entered for this project, click
    new record and repeat #1 - \# 5 for the next partner.

7.  If all the partners for this project have been entered, click close
    and return to the *Description of Services* screen.

##  g. [Step 5. Operators and Operating Partnership]{.underline}

Step 5.

![](media/image27.jpeg){width="1.5583333333333333in"
height="0.7694444444444445in"} Click the Operators and Operating
Partnership command button to display the data entry form.

The project id, recipient id, and category of service implemented will
be automatically filled in.

![](media/image28.png){width="5.575in" height="4.120833333333334in"}

Follow the instructions below to complete the remaining fields:

1.  Enter the name of the operator or operating partner

2.  Use the drop down menu to select the type of new service.

3.  Use the drop down menu to select the method of integration.

4.  Use the drop down menu to select the type of partner.

5.  Click the category of service displayed in the Category of Service
    Implemented field. A list of specific services will be displayed.

6.  Click the appropriate service from the list to enter data in the
    *Type of Primary Service provided by Partner* field.

7.  If there is another partner to be entered for this project, click
    new record and repeat #1 - \# 6 for the next partner.

8.  If all the partners for this project have been entered, click close
    and return to the *Description of Services* screen.

# **6. UPLOADING GQR TO TEAM.**

[]{.mark}

In order to upload the GQR System in either MS Access 97 or 2000, eleven
steps must be taken:

##  a. [Step 1. Online Screen]{.underline}

Each recipient must logon to their internet service for retrieving their
HomePage.

##  b. [Step 2. Team Web Page]{.underline}

At the respective HomePage, type Team-Web address
((ftateamweb.fta.dot.gov) and click go to display the Team-Web HomePage.
Click the TEAM-Web command button and the Logon Screen will appear.

![](media/image1.png){width="4.309027777777778in"
height="3.217361111111111in"}

##  c. [Step 3. Logon Screen]{.underline}

When Logon Screen appears, user name and password must be input in the
respective fields. Use the drop-down screen to select production and
click logon button to display TEAM-Web Main Menu Screen.

![](media/image29.png){width="5.350694444444445in" height="3.325in"}

##  d. [Step 4. TEAM-Web Main Menu Screen]{.underline}

When the Main Menu appears, click Project Management on the left side of
the screen and the Query Application Screen will display.

![](media/image30.png){width="3.5416666666666665in"
height="2.441666666666667in"}

##  e. [Step 5. Query Application Screen]{.underline}

When the Query Application Screen appears, type the recipient id and
click submit query button to display the Project Query Result Screen.

![](media/image31.png){width="3.1666666666666665in"
height="2.716666666666667in"}

##  f. [Step 6. Project Query Result Screen]{.underline}

Highlight the right project and double click the word Milestone Progress
on the left side of the screen. The Milestone Status Report Screen will
display.

![](media/image32.png){width="6.909027777777778in" height="2.525in"}

## 

## g. [Step 7. Milestone Status Report Screen]{.underline}

[]{.mark}

With the Summary Tab selected, click the attachment document icon (paper
clip) to display the Attachment Screen.

# 

![](media/image33.png){width="4.942361111111111in"
height="4.759027777777778in"}

## [Step 8. Attachment Screen]{.underline} 

Click the first Milestones folder to display the Upload File Screen

## []{.mark}

![](media/image34.png){width="2.65in" height="2.7881944444444446in"}

##  i. [Step 9. Upload File Screen]{.underline} 

In the Description field, input JARC GQR 4^th^ Q -- 2001 and click the
browse button. The Choose File Screen appears and the folder containing
the GQR file (JARC 2000 v 1.0) can be selected. Single click the GQR
File so that its name will appear in the File Name field. Double click
the open button and the Upload File Screen will be displayed. Double
click the upload button to return the completed GQR File to TEAM-Web
within the milestone section.

![](media/image35.png){width="6.0569444444444445in" height="1.225in"}

![](media/image36.png){width="6.2756944444444445in"
height="3.6166666666666667in"}

# **7. APPENDICES**

##  A. DATA DICTIONARY

### [GENERAL]{.underline} 

**Project ID**

This field represents an alphanumeric identification number assigned to
each recipient's project. Each alphanumeric identification number begins
with the state abbreviation.

**Recipient ID**

This field represents a four digit number exclusively assigned to each
recipient.

###### Recipient Name

This field is the recipient's name signed on an executed grant
agreement. It should be noted that the term recipient and grantee
represent the same entity.

**New Record**

Double click this button to obtain a blank screen that new information
can be input.

**Close**

This icon is for exiting the current screen and return to the startup
screen.

### [STARTUP PAGE]{.underline}

**State ID**

This field represents state abbreviations.

**Cost Center**

This field is a five digit number used to identify the Federal Transit
Administration (FTA) Region in which each recipient is located.

**Step 1 Grantee Information**

This screen includes the basic descriptive information about each
grantee.

**Step 2 Planning Partnership**

This screen includes selected information about the partners listed in
each recipient application. It should be noted that a planning
partnership was a requirement for the recipient to submit an application

**Step 3 Description of Services**

This screen includes specific information about each service the
recipient has implemented.

**Step 4 Financial Partnership**

This screen includes selected information about each recipient's
financial partner that provided matching funds.

**Step 5 Operators and Operating Partnership**

> This screen includes selected information about each recipient's
> partner involved in operating the implemented service.

**Save and Exit**

This button is for saving information entered into each record and
exiting the database.

**Find Record**

> This button is for finding the appropriate recipient identification
> number.

**Accept**

This button is for confirming that the appropriate recipient
identification number has been selected.

### [GRANTEE/RECIPIENT INFORMATION]{.underline}

**Grant Amount**

This is the total amount of FTA funds provide for the implemented
service.

**Earmarked**

A project designated as earmarked means it was selected by U.S. Congress

**Competitive**

A project designated as competitive means it was chosen by FTA
Headquarters selection process.

**Quarterly Period**

> This field represents the last month of each quarter in which the
> recipient submits their quarterly report. The quarterly report must be
> submitted within thirty (30) days from the end of each quarter. (Note:
> The quarters are based on the federal fiscal year. Quarter 1 begins
> October 1^st^ and ends December 31^st^. Quarter 2 begins January 1^st^
> and ends March 31^st^. Quarter 3 begins April 1^st^ and ends June
> 30^th^. Quarter 4 begins July 1^st^ and ends September 30^th^.).

**Year**

> This field represents the year each quarterly report is submitted.
> (Note: The year is based on the federal fiscal year. The federal
> fiscal year begins October 1^st^ and ends September 30^th^. For
> example, the Year 2001 should be entered for the period ending
> September 30, 2001.)

### [PLANNING PARTNERSHIP]{.underline}

**Ongoing Partnership**

This field is for determining if the partnership is continuous or just
for project approval.

**Partnership Oversight Activity**

The field is for indicating if the partnership has supervisory
responsibilities for the project.

**Explain Oversight Activity**

> This field is for summarizing the scope of supervisory
> responsibilities.

### [DESCRIPTION OF SERVICES]{.underline}

**Sub-recipient (Required Field)**

> This designation is for entities that receive funds through the
> grantee to implement their services.

Enter Yourself as sub Recipient it No other Recipient(s) exist.

**Place Served**

\`

This field specifies the name of each geographical area being served by
an implemented service.

**Category of Places Served**

This field specifies the category of each geographical area being served
by the implemented service e.g., city, community, neighborhood, county.

**Grant Amount Invested**

The total amount of funds invested in the implemented service by the
designated recipient/sub-recipient is entered in this field.

**Urbanized Area Size**

This field is used to identify the size of the geographical area in
which the recipient is located. The options are large (major --
population over 200,00), medium (medium -- population between 50,000 and
200,000), and small (non-urbanized -- population below 50,000).

**Service Initiated Date**

The date (mm/dd/yy) the service was implemented is entered in this
field..

**Category of Service Implemented (Required Field)**

This field identifies one of four service categories for an implemented
service. The options are fixed route, demand response, ridesharing, and
information services.

**Type of Service Implemented**

This field identifies the type of service choices within each category
of service implemented

**Ridership**

This field is for number of rides taken by people using an implemented
service in a given time period. The time periods include: 5:00 am --
8:00 pm weekdays, 8:00 pm -- 5:00 am weekdays, and Weekends

**Cost per ride**

> This field is for calculating the cost-effectiveness of each
> implemented service. In addition, a field describing the method of
> calculating cost per ride is limited to 250 characters.

**Method of Calculation for "Cost Per Ride**

Each recipient will specify how their cost per ride is calculated.

**Total Number of New Service Stops**

This field is for entering the number of new stops serviced by the
recipient's implemented service during

each quarterly reporting period.

**Number of New Service Stops during a period not being previously
served**

This field is for entering the number of new stops serviced by the
recipient's implemented service during each quarterly reporting period
based on the time of day. It is assumed that the stops were not
previously serviced during a specific time of day.

**Employment Sites**

An employment site is a location where one or more employers are
located.

**New Service Stops at new locations**

This field is for entering the number of new stops serviced by the
recipient's implemented service during each quarterly reporting period
for a previously non-served geographical area.

**Childcare facilities within ¼ mile of new stops**

This field is for entering the number of childcare facilities within ¼
mile of new stops serviced by the recipient's implemented service during
each quarterly reporting period.

**Training facilities within ¼ mile of new stops**

This field is for entering the number of training facilities within ¼
mile of new stops serviced by the recipient's implemented service during
each quarterly reporting period.

**Other employment services within ¼ mile of new stops**

This field is for entering the number of other employment services
within ¼ mile of new stops serviced by the recipient's implemented
service during each quarterly reporting period.

**Other Employment Services**

Other employment services include the provision of requisite skills and
information that allow and an individual to become gainful employed
(e.g., resume writing, dress codes, and completion of applications).

Number of Low Income and/or welfare recipients within ¼ mile of new
stops

This field is for entering the number of new stops within ¼ mile or
directly reaching low income and/or welfare recipients serviced by the
recipient's implemented service during each quarterly reporting period.
If the implemented service is demand responsive, enter the number of
residents and/r recipients actually serviced. (Note: The number of
low-income residents should be determined by the number of persons in
household designated as low-income by the 2000 U. S. Bureau of the
Census Bureau report. The number of welfare recipients should be
determined by the number individuals designated as receiving public
assistance by the 2000 U. S. Bureau of the Census Bureau report.)

**Employers**

An employer is defined as an entity that hires one or more persons to
work for salary or wages.

**Jobs Reached**

For an implemented service, the number of jobs reached can is either be
those that are actually serviced or can be serviced

**Entry Level Jobs**

An entry level job is defined as the positions that require only a high
school education or its equivalency.

### [FINANCIAL PARTNERSHIP]{.underline}

**Partner Primary Business Area**

This field identifies the category in which the partner conducts
business

**Amount of Matching Funds**

> This is the amount of funds each partner provided for matching funds.

**Type of Matching Fund**

This is the categorical source for matching fund.

**Category of Service Implemented**

This field identifies one of four service categories a implemented
service may be assigned (fixed route, demand responsive, ridesharing,
and information services).

**Institutional Category of Financial Partner**

This field identifies the category in which the partner is classified.

### [OPERATORS AND OPERATING PARTNERSHIP]{.underline}

**New Service**

> This field specifies the category of new service implemented i.e.,
> Current Service Expansion, Current Network Addition, or Total New
> Service.

**Method of Integration**

> This field specifies the type of method used to integrate new service
> into an existing network or system.

**Type of Partner**

This field specifies the general category in which a partner may be
assigned i.e., public, private, non-profit.

**Category of Service Implemented**

This field identifies one of four service categories an implemented
service may be assigned (fixed route, demand responsive, ridesharing,
and information services).

**Type of Primary Service provided by Partner**

> This field identifies the type of service choices within each category
> of service implemented by the specified partner.

##  B. FIELD INPUT INSTRUCTIONS

The field input instructions are provided to explain: (1) what
information should be input in each field; (2) how the information
should be input in each field; and (3) the valid parameters for
information input in each field.

### [STARTUP PAGE]{.underline}

**State ID**

State abbreviation is automatically input in this field once recipient
id and name as well as cost center have been selected and validated. The
state represents where the service is implemented and where the
recipient is located.

**Project ID**

The project id assigned to each project by Federal Transit
Administration (FTA). It is automatically input in this field once
recipient id and name as well as cost center have been selected and
validated.

**Recipient ID**

Unique id assigned to a grantee recipient by Federal Transit
Administration (FTA). The recipient id is the primary system key and
must be entered to initiate the GQR data entry process.

**Recipient Name**

> The legal name of the grant recipient is displayed in this field. The
> name is stored on the GQR reference table and is retrieved after the
> recipient id is entered and validated.

**Cost Center**

> The cost center is specified with a five-digit number that identifies
> a recipient's FTA region. The cost center is stored on the GQR
> reference table and is retrieved after the recipient id is entered and
> validated

**Step 1 Grantee Information**

Click this button to display the *Grantee Information* screen.

**Step 2 Planning Partnership**

Click this button display the *Planning Partnership* screen.

**Step 3 Description of Services**

Click this button to display the *Description of Services* screen.

**Step 4 Financial Partnership**

Click this button to display the *Financial Partnership* screen.

**Step 5 Operators and Operating Partnership**

> Click this button to display the *Operators and Operating Partne*rship
> screen.

**Save and Exit**

> Click this button to save information that has been input and exit the
> GQR System.

**Find Record**

Click this button to select the appropriate recipient identification
number.

**Accept**

Click this icon to confirm that the appropriate recipient data has been
selected.

### [GRANTEE INFORMATION]{.underline}

Information about the grant amount, type of grant (earmarked or
competitive), federal fiscal year the grant was awarded, and quarter for
the period being reported is entered on this screen.

**Project ID**

This cell will be automatically filled with the same project id selected
on the startup page.

**Recipient ID**

This cell will be automatically filled with the same recipient id
entered on the startup page.

**Grant Amount**

Enter the total amount of FTA funds for the implemented service.

**Recipient Name**

The field will be automatically filled with the same name displayed on
the *Startup* screen.

**Earmarked**

> Enter a check mark in this cell to indicate congressional project
> selection. If a check is entered in this field, the Competitive field
> should be blank.

**Competitive**

> Enter a check mark in this cell to indicate competitive project
> selection. If a check is entered in this field, the Earmarked field
> should be blank.

**Quarterly Period**

> Use the drop down screen to select the reporting period for this
> quarterly report. (Note: The quarters are based on the federal fiscal
> year. Quarter 1 begins October 1^st^ and ends December 31^st^. Quarter
> 2 begins January 1^st^ and ends March 31^st^. Quarter 3 begins April
> 1^st^ and ends June 30^th^. Quarter 4 begins July 1^st^ and ends
> September 30^th^.).

**Year**

> Use the drop down screen to select the reporting year. (Note: The year
> is based on the federal fiscal year. The federal fiscal year begins
> October 1^st^ and ends September 30^th^. 2001 should be entered for
> the period ending September 30, 2001.)

**Close**

Click this button to exit the Grantee Information screen.

### [PLANNING PARTNERSHIP]{.underline}

Information about each service being implemented (i.e., ongoing
partnership, partnership oversight activity with narrative, name and
type of partner) is entered on this screen

**Project ID**

This cell will be automatically filled with the same project id selected
on the startup page.

**Recipient ID**

This cell will be automatically filled with the same recipient id
entered on the startup page.

**Recipient Name**

The field will be automatically filled with the same name displayed on
the *Startup* screen.

**Ongoing Partnership** (mutually exclusive)

Enter a check mark in this box to indicate an ongoing partnership

**Partnership Oversight Activity** (mutually exclusive)

Enter a check mark in this box to indicate oversight activity

**Explain Oversight Activity**

> Enter an explanation that describes oversight activity. There is a
> limitation of 250 characters for this section. This includes spaces,
> letters, and punctuations.

**Type of Planning Partner**

> Use the drop down screen to select the appropriate partner type. The
> name of each partner should be entered into the field directly below
> one of the categories listed below; they are mutually exclusive.

Human and Employment Services

Transportation

Employer

Community Representative

**New Record**

Click this button to enter data for a new planning partner.

**Close**

Click this button to exit the *Planning Partner* is screen.

### [DESCRIPTION OF SERVICES]{.underline}

Information about each service being implemented (i.e., type of service
implemented, sub-recipient, place served, grant amount invested,
urbanized area size, ridership, number of new stops, employers reached,
and jobs reached) is entered on this screen. This screen also provides a
link to the *Financial Partnership* and *Operators and Operating
Partnership* screens.

**Project ID**

This cell will be automatically filled with the same project id selected
on the startup page.

**Recipient ID**

This cell will be automatically filled with the same recipient id
entered on the startup page.

**Recipient Name**

The field will be automatically filled with the same name displayed on
the *Startup* screen.

**Sub-recipient**

> Enter the name of both recipients and sub-recipients in this field. A
> new screen should be submitted for each recipient and sub-recipient
> participating in a project. Always enter the information for the
> designated recipient first. If there are sub-recipients, click the
> *New Record* icon to enter data for each sub-recipient.

**Place Served**

Type the proper name of the geographic area for which the service is
provided.

**Category of Places Served**

Type the category for which the geographical area for which the service
is provided. Valid values are city, community, county, state, tribal
land, other.

**Grant Amount Invested**

Enter the total amount of project funds invested in the implemented
service

**Urbanized Area Size**

Use the drop down screen to select the size of urbanized area being
served. Valid options are large (major -- population over 200,00),
medium (medium -- population between 50,000 and 200,000), and small
(non-urbanized -- population below 50,000).

**Service Initiated Date**

Type in the actual date (mm/dd/yy) the implemented service began.

**Category of Service Implemented**

Use the drop down screen to select one of four service categories to
which an implemented service may be assigned. Valid values are fixed
route, demand response, ridesharing, and information services.

**Type of Service Implemented**

Click one of the four service categories to select the type of service
choices within each implemented service category.

###### Note

Field used to describe non-transit services implemented for a project.
Input is limited to 250 characters.

**Ridership**

> Enter the total number of rides provided during the reporting period.

**5-8 Weekdays**

Enter the total number of rides provided from 5:00 am until 8:00 pm
weekdays during the reporting period

**8-5 Weekdays**

[]{.mark}

Enter the total number of rides provided from 8:00 pm until 5:00 am
weekdays during the reporting period

###### Weekend

> []{.mark}
>
> Enter the total number of rides provided from 8:00 pm Friday until
> 5:00 am Monday during the reporting period

**Cost per ride**

Enter the dollar amount that it costs to provide each ride for the
service implemented.

###### Method of Calculation

[]{.mark}

Describe the method used to calculate the cost per ride. The explanation
cannot exceed 250 characters.

**Total Number of New Service Stops**

Enter the number of new service stops during the reporting period. If
the implemented service is demand response, use the Note field for
Non-Transit services to indicate what the data represents. The valid
values are: (1) the number of stops actually made or (2) the total
possible stops within the service area.

**New Service Stops during a period not being previously served**

Enter the number of new service stops that resulted from providing the
implemented service during a time period not previously available e.g.
owl service, midday, or off-peak. If the implemented service is demand
response, use the Note field for Non-Transit services to indicate what
the data represents. The valid values are: (1) the number of stops
actually made or (2) the total possible stops within the service area.

**Number of New Service Stops at new locations**

Enter the number of new service stops that resulted from providing the
implemented service within a geographical area not previously available.
If the implemented service is demand response, use the Note field for
Non-Transit services to indicate what the data represents. The valid
values are: (1) the number of stops actually made or (2) the total
possible stops within the service area.

**Childcare facilities within ¼ mile of new stops**

Enter the number of childcare facilities with ¼ mile of new service
stops. If the implemented service is demand responsive, enter the number
of discrete childcare facilities actually serviced.

**Training facilities within ¼ mile of new stops**

Enter the number of training facilities with ¼ mile of new service
stops. If the implemented service is demand responsive, enter the number
of discrete training facilities actually serviced.

**Other employment services within ¼ mile of new stops**

Enter the number of other employment services with ¼ mile of new service
stops. If the implemented service is demand responsive, enter the number
of discrete employment services actually serviced.

Number of Low Income and/or welfare recipients within ¼ mile of new
stops

Enter the number of low-income residents and/or welfare recipients
within ¼ mile of new stops. If the implemented service is demand
responsive, enter the number of residents and/or recipients actually
serviced. (Note: The number of low-income residents should be determined
by the number of persons in household designated as low-income by the
2000 U. S. Bureau of the Census Bureau report. The number of welfare
recipients should be determined by the number individuals designated as
receiving public assistance by the 2000 U. S. Bureau of the Census
Bureau report.)

**Employers**

Enter the number of employers that are accessible within ¼ mile of the
new stops. If the implemented service is demand response, use the Note
field for Non-Transit services to indicate what the data represents. The
valid values are: (1) the number of employers actually services or (2)
the total possible employers within the service area.

**Job Reached**

Enter the number of jobs accessible within ¼ mile of the new stops. If
the implemented service is demand response, use the Note field for
Non-Transit services to indicate what the data represents. The valid
values are: (1) the number of jobs actually made or (2) the total
possible jobs within the service area.

**Entry Level Jobs**

Enter the number of jobs defined as entry level. Entry level is defined
as jobs that require a high school education or its equivalency. If the
implemented service is demand response, use the Note field for
Non-Transit services to indicate what the data represents. The valid
values are: (1) the number of jobs actually made or (2) the total
possible jobs within the service area.

**New Record**

Click this icon to display a new *Description of Services* screen to
enter data for a new sub-recipient.

**Close**

Click this icon is used to exit this screen and return to the *Startup*
screen.

### [FINANCIAL PARTNERSHIP]{.underline}

This screen captures information about each financial partner related to
the service being implemented. i.e., name and type of partner, source of
matching funds, type of service provide by each partner. A separate data
entry screen should be completed for each financial partner. The new
record button is used to display a blank data entry screen.

**Project ID**

This field will be automatically filled with the same project id
selected on the startup page.

**Recipient ID**

This field will be automatically filled with the same id displayed on
the startup page.

**Partner Primary Business Area**

Use the drop down screen to select the primary business area. Valid
values are (1) economic development, (2) employment, (3) housing, (4)
human services, (5) non-profit organization, (6) profit organization,
(7) transportation, and (8) other.

**Financial Partner Name**

> Enter the name of the financial partner providing the matching funds.

**Amount of Matching Funds**

> Enter the amount of matching funds provided by each financial partner
> for the service being implemented.

**Type of Matching Fund**

> Use the drop down screen to select the categorical source of matching
> funds. Valid values are (1) local government, (2) state government,
> (3) federal government, and (4) private.

**Category of Service Implemented**

> This field will be automatically filled with the same choice entered
> on the Description of Services screen.

**Institutional Category of the Financial Partner**

> Enter the primary occupational category of the financial partner.
> Valid values are (1) managerial, (2) technical, (3) service, (4)
> government, (5) non-profit, and (6) other.

**New Record**

Click this icon to display a new *Financial Partnership* screen and
enter data for a financial partner.

###### Close

Click the button to exit this screen and return to the *Description of
Services* screen.

### [OPERATORS AND OPERATING PARTNERSHIP]{.underline}

Captures and displays information about each service being implemented
such as new service, method of integration, type of partner, and type of
service provided by each partner. A separate entry should be made for
each partner. Use the new record button to display a blank data entry
screen

**Project ID**

This cell will be automatically filled with the same id selected on the
*Startup* screen.

**Recipient ID**

This cell will be automatically filled with the same id displayed on the
*Startup* screen.

**Operating Partner Name**

> Enter the name of the operating partner providing the implemented
> service.

**New Service**

Use the drop down screen to specify the type of new service. Valid
values are (1) Current Service Expansion, (2) Current Network Addition,
or (3) Total New Service.

**Method of Integration**

> Use the drop down screen to specify the type of method used to
> integrate the new service into the existing network or system. Valid
> values are (1) Consolidated Consumer Information, (2) Transportation
> Brokerage, or (3) Integrated Fare Mechanism.

**Type of Partner**

Use the drop down screen to specify the type of partner. Valid values
are (1) Public, (2) Private for Profit, or (3) Non-Profit.

**Category of Service Implemented**

> This field will be automatically filled with the same choice entered
> on the Description of Services screen.

**Type of Primary Service Provided by Partner**

> Click the button that matches the value in the *Category of Service
> Implemented* field. Options for each category of service will be
> displayed. Click the option that best describes the type of service
> provided. This data displayed in the field indicates the specific type
> of primary service provided by this partner.

**New Record**

> Click this icon to display a new *Operators and Operating Partnership*
> screen and enter data for a new sub-recipient.

**Close**

Click the button to exit this screen and return to the *Description of
Services* screen.

##  C. GQR TEAM MEMBERS

**[KENNETH R. COOK]{.underline}**

Voice \-- (312) 902-2269

Email -- <Kam1968@aol.com>

[SIIM SOOT]{.underline}

Voice -- (312) 996-2666

Email -- Siim@uic.edu

[GLENDA F. WILSON]{.underline}

Voice -- (213) 977-4982

Email -- <Ksigfw@attglobal.net>

[KEITHA G. WILSON]{.underline}

Voice -- (703) 807-1185

Email -- Wilsonkg@attglobal.net