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height="0.2916666666666667in"}

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height="1.0208333333333333in"}

***[TEAM-Web and TEAM: Summary of Differences]{.smallcaps}***

# General

-   No software to install or installation program to run.

-   TEAM-Web upgrades will be made at the server and will take minimal
    time.

-   More concurrent users are supported (the maximum number before
    performance significantly decreases has not yet been determined).

-   Performance has been enhanced for minimal wait time when logging on,
    and when querying the system for data.

-   You must have the latest version of Internet Explorer, currently
    version 5.5. In the future, Netscape 6.0 will also be supported.

-   There is currently no View/Print function.

-   The Navigation Menu, which is always accessible, is the supported
    method for navigating through TEAM-Web. The green buttons, icons,
    menus, and shortcut keys available in TEAM have been replaced with
    the Navigation Menu. This menu is in the standard directory format,
    as commonly used in most software applications and Internet sites,
    and is 508-compliant for accessibility to users with disabilities.

-   The traffic light graphic, used in TEAM to indicate whether or not a
    new application had errors, is no longer used in TEAM-Web. The
    Application Reviewer is now always accessible under the Navigational
    Menu. Though the decision was based on improving system performance,
    the popularity of the traffic light interface may lead to a
    reassessment based on feedback from the user community.

## General Continued

-   TEAM-Web contains links to information related to updates, allowing
    users to select when they want to view more information. TEAM
    displayed an Information window every time a user signed on. The
    information in TEAM-Web currently includes a Punch List and Rollout
    Schedule, detailing when updates occurred or will occur, and a
    Dynamic Query for polling state-specific data in TEAM.

-   The yellow text block icon for importing and exporting files has
    been replaced with a paper clip icon. TEAM-Web allows a user to
    attach any type of file---word processing, spreadsheets, pictures,
    etc---to any application.

# Recipients

-   Modify Recipient is scheduled to be activated in TEAM-Web on July
    27, 2001.

# Applications

-   Project Status has been added to the search criteria.

-   Currently there is no Change Submit Status function.

-   FTA Comments now appear under Modify Application.

-   Currently, there is no Amendment Editor.

-   Once a project is queried in TEAM-Web, a user can click the Query
    Results bar to re-query the database, using the same criteria as
    used in the first query. This is useful for re-querying the database
    after the status on a project has changed.

-   The Rec ID is displayed in the lower left corner of the screen as
    the mouse passes over each result of the query.

## Applications Continued

-   When creating a new project, there is an option to reset all fields
    to their defaults (i.e. clear all entered data).

-   Create New Project

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-   Must choose the Recipient ID from the drop down menu.

-   Cannot enter "NOW" or other shortcut words for the date.

-   TEAM-Web does not automatically run an Application Editor. Instead,
    TEAM-Web allows the user to choose from items in the Modify
    Application directory on the Navigational Menu.

-   Copy Project

-   No differences.

-   Assign Project Number

-   Cost Center defaults to 65000 in TEAM-Web (was 62000 in TEAM).

-   Application Reviewer

-   Can now be run at any time using the Navigational Menu.

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-   Submit Application

-   No differences.

-   Create Amendment

-   TEAM-Web does not open up an amendment editor. You must use the
    Project Information screen.

-   Modify Application

-   Project Information

-   No "ADD" button on the UZA/Congressional Districts tab. Add
    UZAs/Congressional Districts by clicking in the box and entering the
    criteria.

## Applications Continued

-   Budget

-   "Rolling Stock" is no longer the default Scope. There is no default
    Scope in TEAM-Web.

-   Milestones

-   No default Scope codes listed.

-   ALIs are not listed if there is no Milestone. To add a Milestone, go
    to the ADD button and choose the ALI from the drop down menu.

-   All control totals are displayed at the bottom of screen. As in
    TEAM, the totals are also displayed in chart format on the right.

-   TEAM-Web allows users to select completion dates by clicking in the
    entry field and choosing dates from a graphical calendar.

-   User prompt appears when user clicks on Milestone description field
    twice

-   Environmental Findings

-   No differences.

-   Fleet Status

-   No differences.

-   FTA Comments

-   No differences.

# Review and Approval

-   Application Reviewer is now under the Applications menu.

-   Project/Funds Status is now under the Project Management menu.

-   FTA Comments

-   No differences.

-   Review/Concur Dates

-   No differences.

-   Reservations

-   A default cost center no longer appears. User must select a cost
    center.

-   Obligation/Award

-   There is no "Award By" display field in the Summary tab. There is a
    separate tab for award that displays what has been awarded, and by
    whom.

-   The naming convention for Obligation and Deobligation has not been
    standardized, therefore the terms are used interchangeably. This
    will be standardized in the final version.

-   Deobligation

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-   No differences, however the TEAM-Web Deobligation page is still in
    development.

# Execution

-   Execute Award

-   No differences.

# Project Management

-   Deobligation is now under the Review and Approval menu.

-   Current Quarterly Report is no longer available.

-   FPC Transfer is now a part of Project Management.

-   Financial Status Report

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-   Option of Work In Progress or Submit Report are displayed at the top
    of the Summary tab.

-   You can no longer change the "Previous" column on the Financial
    Status tab.

-   Financial Status tab has dollar and cent amounts.

-   In TEAM-Web, close the Financial Status Report page for one project
    before selecting a new project.

-   In TEAM-Web, use the Navigational Menu to go directly to the Project
    Funds page.

-   Milestones/Progress

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-   You now have a choice for a Monthly, Quarterly, or Other Report

-   There is no column for Milestone \# in the Milestone Status tab.

-   FTA Amount, TOT Elig Cost and Quantity are now listed in the
    Milestone Screen at the bottom instead of the top.

-   Revise Project Budget

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-   No differences.

-   Project Funds/Status

-   No differences.

## Project Management Continued

-   FPC Transfer

-   New function in TEAM-Web that was not available in TEAM.

-   Allows transfer of funds from one FPC to another FPC.

-   Close-Out

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-   Use the Navigational Menu to access the Current Quarterly Report in
    TEAM-Web.

-   Use the Navigational Menu to access Deobligations (under Review and
    Approval).

-   Project Information

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```
-   Now provides a message when changes are successfully saved.

# Program Operations

-   Currently under development.

# Funds Control

-   Advice Management is no longer available.

-   Allotment Summary is no longer available.

-   Operating Budget is no longer available.

-   Formula Apportionment

-   View

-   Transfer and Create options are not available.

-   Modify

-   Currently under development.

# Civil Rights 

-   Currently under development.

# Data Query

-   New function in TEAM-Web that was not available in TEAM.

-   Provides a wide range of reports, including selection criteria for
    the columns of information you want to see, the criteria for
    specifying or limiting the set of results, and the format of the
    report.

# TEAM Administration

-   DAFIS option is no longer available.

-   Service Request Maint option is no longer available.

-   Edit Menu

-   No differences.

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-   Security

-   Add and Modify options are under development

-   Modify User

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-   Currently under development.

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-   Help Desk Utilities

-   System Messages option is no longer available.

-   Delete User Locks option is no longer available.

-   Change Project number

-   No differences.

-   Delete Project

-   No differences.

-   Delete Milestones

-   No differences.

***[Developing a New Project in TEAM-Web]{.smallcaps}***

**[Creating a New Project]{.underline}:**

1.  From the main menu, under **Applications**, click 'Create New
    Project'.

![](media/image3.wmf)

2.  Select the **Recipient ID** from the dropdown list in the Recipient
    Information section. The Recipient information appears.

3.  In the Project Information section in the **Project Number** field
    enter a generic name or number that will serve as a placeholder
    until FTA assigns an official project number.

4.  From the **Section ID** dropdown select the desired FTA codification
    or section of statute.

5.  In the **Brief Desc** field enter a clear and concise description
    for this project.

6.  In the **Program Date** field enter a STIP, UPWP, or other program
    date.

7.  Select the desired funding year from the **Fiscal Year** dropdown.

8.  In the **Proposed Environmental Classifications** section of Project
    Information select at least one of the four classifications.

9.  In the **Project Description** section you may elect to enter
    detailed text to augment the brief description.

10. Click **Create Project** at the bottom of the screen.

\*\* Note: The entire Create New Project page may not appear in your
browser window. If it does not, use the scroll bar on the right side of
your browser window, as you would on any standard Internet site.

After clicking 'Create Project' the following page will appear. At this
point, you can begin the **Modify Application** process. As in TEAM,
TEAM-Web breaks out an application into six sections -- Project
Information, Budget, Environmental Findings, Milestones, Fleet Status,
and FTA Comments.

![](media/image4.wmf)

**[Project Information]{.underline}** (Modify Application)**:**

1.  Under **Modify Application**, click 'Project Information' to begin
    updates to the newly added project application or any other queried,
    modifiable application. The Project Information screen contains
    three tab pages -- General, Control Totals, and UZA/Cong Dist.

\*\* Note: Unlike TEAM in its Application and Amendment Editors, the
Main Menu in TEAM-Web does not have traffic lights in its Modify
Application stage of project development.

![](media/image5.wmf)

2.  Starting on the **General** tab you can make selections, entries
    and/or updates to any entry or dropdown field with blue borders.
    Some of the more important fields are Project Type, FTA Proj Mgr,
    Recip Contact, and Est Start/End. You will also note that you can
    edit the Brief Desc (the field to the right of **Project**) carried
    over from the Create New Project screen, and add or edit the
    (detailed) Project Description. There are also several radio button
    options to select. Be sure to change any of the default values
    applicable to your application.

3.  Upon completion of the General tab click on Control Totals tab.

![](media/image6.wmf)

4.  In the **Control Totals** tab, enter the FTA and other cost figures
    that set the budgetary baseline for the project. Entries are made
    only in those fields with blue borders and under the Amendment
    column. They simultaneously populate the same amount fields in the
    Project column. For new projects these two columns will be the same,
    but for amendments these Project column totals are
    increased/decreased by the Amendment column totals.

5.  Enter **Total FTA Amount** of \$8,780,000.00.

6.  Enter Total State Amount, Total Local Amount, and Other Federal Amt,
    as appropriate. For this example enter **Total Local Amount** of
    \$2,195,000.00. Entries in any/all of these fields together with
    Total FTA Amount result in calculation of Total Eligible Cost.

7.  An Adjustment Amt entry will be added to or subtracted from the
    Total Eligible Cost to give the Gross Project Cost.

8.  Special Cond Amount does not figure into the project budget;
    however, should an entry be made, a corresponding Special Condition
    should be selected and applicable target and effective dates
    entered.

9.  Upon completion of the Control Totals tab click on the UZA/Cong Dist
    tab.

![](media/image7.wmf)

10. In the **UZA/Cong Dist** tab you can update the UZA and
    Congressional information applicable to the application. You may
    delete any of the existing entries in the Urbanized Areas and
    Congressional Districts tables by highlighting an entry and clicking
    the DELETE icon. You may manually add items in the two tables;
    however, any added entries must first exist in the Recipient
    organization's profile in TEAM-Web.

11. To manually add a UZA click on the bottom row of the Urbanized Areas
    table in the **UZA ID** column and a white entry box appears; type
    in a UZA that exists in the Recipient profile and hit \<tab\> and
    TEAM-Web will populate the UZA Name.

12. To manually add a Congressional District click on the bottom row of
    the Congressional District table in the **State ID** column and a
    white entry box appears; type in the 2-digit state code (do not hit
    \<tab\>); next click in the **Dist Code** field and type in the new
    district number in the white entry box; click or \<tab\> out of the
    field and TEAM-Web will populate the District Official field with
    the representative for the district.

13. Click the **OK** icon to save your work in Project Information and
    move on to the next component, Budget.

**[Budget]{.underline}** (Modify Application)**:**

1.  From the Main Menu under **Modify Application,** click on 'Budget'.
    Notice that the Project Control Totals -- Total FTA Amount and Total
    Eligible Cost -- have carried over from the Project Information
    screen and appear in the upper right of the Budget screen. Below
    them is a Difference line where any differences between these totals
    and the cumulative amounts of activity line items (ALIs) are
    calculated. These calculations are updated as Scopes and ALIs are
    added, deleted, or changed in the budget. A valid budget must show
    \$0 in differences, and have at least one Scope with one ALI.

![](media/image8.png){width="4.997222222222222in"
height="3.9270833333333335in"}

\*\*Note: You can build a budget in two ways or in combination. Manual
entries of Scopes and ALIs can be done on the Budget screen, or you can
link to the Budget Details screen where you can build a complete,
skeletal budget from dropdown and folder selections.

2.  Click on the Magnifying Glass icon to view the **Budget Details**
    page.

![](media/image9.wmf)

\*\* Note: When entering in budget details, Scope MUST be selected by
clicking on the **Scope** dropdown list, located just above the list of
folders. The displayed set of folders can be opened to reveal
sub-folders and/or ALIs. As you select a Scope and ALI, use the
right-facing arrow in the middle of the screen to build a budget that
appears to the right in table form.

3.  Choose the Scope 1110 -- Bus Rolling Stock (the full Scope number is
    completed to the right with its fifth digit; should you elect to
    have multiple Scopes of the same type, you can use this fifth digit
    to increment additional like Scopes by one -- change to 1 to create
    Scope 11101, to 2 for 11102, etc).

4.  Below the Scope option, choose a folder containing the ALI or ALIs
    you want to use. In this example, select 110000 -- Capital -- Bus.
    Work your way through the sub-folders until you find ALI 111201.
    (Follow the folder series 110000 / 111000 / 111200 / **111201**).

5.  Select ALI 111201. Click the right arrow to send it to the budget
    table under Scope 11100.

\*\*Note: ALI selections are not limited to those that match the first
three digits of the Scope; however, they usually do match.

6.  Continue by adding the following Scope and ALI combinations: 11100 /
    111301, 11400 / 114302, 11700 / 117101, and 11900 / 119303.

7.  Click the **OK** icon to return to the Budget screen.

8.  The Scopes and ALIs selected in the Budget Details screen now form
    the basis of your budget, and appear on the left side of the Budget
    page. You now must add the FTA Amount and Total Elig. Cost for each
    ALI.

![](media/image10.wmf)

9.  Highlight ALI item 111201 (under Scope 11100) on the left side
    folder list.

10. Click the **FTA Amount** field and enter \$1,400,000.

11. Click the **Total Elig. Cost** field and enter \$1,750,000.

12. Add the following amounts in the corresponding ALI lines:

Scope ALI FTA Amount Total Elig. Cost

11100 111301 \$2,800,000 \$3,500,000

11400 114302 \$80,000 \$100,000

11700 117101 \$60,000 \$75,000

11900 119303 \$4,440,000 \$5,550,000

13. Enter in an ALI justification, if required, in the **Details** text
    area.

14. Click the **Save** (diskette) icon to save your work.

\*\* Note: Each time an FTA or Total Elig. Cost Amount is added, the
corresponding Difference amount will decrease (or increase). After all
ALI amounts are entered, the Difference amount should be zero in all
three fields. If not, TEAM-Web will issue an error message and prevent
submission of the project.

![](media/image11.wmf)

15. As you review the budget, notice on two ALIs -- 111201 and 111301 --
    that the Reviewer Messages area has some entries. Not only is there
    a 'balanced budget' check in TEAM-Web, but there are Scope and ALI
    checks as well. For the two problem ALIs do the following:

16. For Scope 11100 / ALI 111201 enter a quantity of 5 in the **Qty**
    field and select an alternative fuel code (AFC) of Diesel Fuel from
    the **Fuel** dropdown.

17. For Scope 11100 / ALI 111301 enter a quantity of 10 in the **Qty**
    field and select Compressed Natural Gas as the AFC from the **Fuel**
    dropdown.

18. The Budget page now displays \$0 for the Difference amounts and has
    no Reviewer Messages -- a valid, submittable application budget.

![](media/image12.wmf)

19. Click the **OK** icon to continue with the next project application
    component, Milestones.

\*\* Note on manual budget entries: For manual Scope entries in the
Budget screen, click **PRJBUD** or an existing Scope, and then click the
Plus Sign icon. The **Scope** field in the budget table opens with an
entry box. Click in the box and manually enter your Scope. Click in
another area, or \<tab\>, and the new Scope appears in the budget.

Manual ALI entries are similar. Click on a Scope that has no ALI, and
then click the Plus Sign icon. A pop-up window appears, stating 'Click
OK button to add Scope or Cancel button to add Activity Line Item'.
Click **Cancel** and the budget table provides an entry box in the
Activity field. Click in this box and type in the ALI. Click in another
area or \<tab\> and the new ALI appears in the budget.

For a Scope with existing ALI(s), click on an ALI and then the Plus Sign
icon. The Activity entry box appears without a prompt. Add the new ALI.

There is also a Minus Sign icon in this screen. After selecting a Scope
or an ALI, click on this icon to delete a Scope (and all of its ALIs) or
an individual ALI.

**[Milestones]{.underline}** (Modify Application)**:**

1.  From the main menu under Modify Application, click on Milestones.
    Here you develop the initial Milestones schedule for tracking budget
    activities. TEAM-Web will pre-populate five standard Milestones for
    rolling stock ALIs and a Milestone or group of Milestones for other
    ALIs. You may add Milestones for other ALIs. You cannot delete
    standard Milestones. Before a project application can be submitted,
    every Milestone, pre-populated or added, must have an estimated
    completion date.

![](media/image13.wmf)

2.  To complete Milestones, click in the **Estimated Comp. Date** field
    for each Milestone and provide a date. As a rule, Milestones are
    meant to be chronological -- 1 happens before 2, 2 before 3, etc.
    Fill in all estimated completion dates. You may also provide text in
    the **Milestone Detailed Description** text area.

3.  Enter in all estimated completion dates as follows:

> Scope 11900, ProjBudget: 1/1/02
>
> Scope 11100, ALI 111201: 10/1/01
>
> Scope 11100, ALI 111301: 1/1/02
>
> Scope 11400, ALI 114302: 9/30/01
>
> Scope 11700, ALI 117101: 12/31/01

4.  Enter a **Milestone Detailed Description** if applicable.

5.  Click the **Save** icon.

> \*\* Note: New Milestones are entered by clicking the **ADD** icon.
> You can then pick the activity for which you wish to add a Milestone
> -- project budget, Scope, or ALI level -- from the ALI Key
> (dropdown/expandable field). Once added, enter a Milestone Description
> and Estimated Completion Date. Click the **Add Milestone** button to
> complete the entry.

![](media/image14.wmf)

6.  Click the **OK** icon to save your changes and move onto the next
    application component, Environmental Findings.

**[Environmental Findings]{.underline}** (Modify Application)**:**

1.  From the Main Menu under Modify Application, click on Environmental
    Findings. When this application was first initiated, you needed to
    pick at least one of the four Environmental Finding Classifications
    as a guide for the whole project. In this section, you now are
    required to provide findings at the activity level. A project
    application must have at least one finding in order to allow
    submission. Based on the activity in the budget, and in federal
    regulations and guidelines, you may need to add findings for certain
    activities. As with Milestones, Environmental Findings can be
    entered at the project budget, Scope, and ALI levels.

![](media/image15.wmf)

2.  Select ALI 111201 from the budget outline on the left.

3.  Click the **ADD** icon, which displays and **Env. Findings Table**
    dropdown option.

4.  From the dropdown list, choose Class I, Class II(c), Class II(d),
    Class III, or Other. Class I allows three EIS and ROD date entries;
    Class II(c) allows selections from twenty Categorical Exclusion
    Types; Class II(d) allows selections from twelve Categorical
    Exclusion Types; Class III allows three EA and FTA Action date
    entries; and Other permits entry of an Environmental Finding
    Details/Justification (as do the preceding four findings).

5.  For ALI 111201, choose finding Class II(c), and then select type 17
    from the Categorical Exclusions list.

6.  If applicable, type in an Environmental Finding
    Details/Justification.

7.  Repeat steps 2-5 for ALI 111301.

8.  Click the **OK** icon to save your changes and move onto the next
    application component, Fleet Status.

**[Fleet Status]{.underline}** (Modify Application)**:**

1.  From the Main Menu under Modify Application, select Fleet Status.
    You only need to complete Fleet Status if your application for
    funding affects your fleet(s), such as when buying new, replacement,
    or spare buses, rail cars, or ferries. You can enter up to seven
    Fleet Status reports for an application, one for each possible fleet
    type -- Fixed Route, Paratransit, Light Rail, Commuter Rail, Heavy
    Rail, Waterborne, and Other. You provide **Before** and **Change**
    figures for all Active and/or Inactive Fleets that will be affected
    by this project. TEAM-Web then makes computations to complete the
    report(s).

![](media/image16.wmf)

2.  Choose Fixed Route as the Fleet Type.

3.  On line A, in the **Before** column, enter 200. In the **Change**
    column, enter 15. This respectively represents a current fleet of
    200 buses, and the 15 additional buses that will be purchased if the
    application for funding is approved.

4.  On line B, in the **Before** column, enter 40.

5.  Lines C and D are calculated based on the previous entries. Note
    that if line D, Spare Ratio, has a resulting computation that is
    greater than 20 percent, you should provide quALIfying text in the
    Fleet Details tab.

6.  Click the **OK** icon to save your changes and move onto the next
    application component, FTA Comments.

\*\* Note: The entire Fleet Status page may not appear in your browser
window. If it does not, use the scroll bar on the right side of your
browser window, as you would on any standard Internet site.

**[FTA Comments]{.underline}** (Modify Application)**:**

1.  At this point, five of the six sections under the Modify Application
    portion of TEAM are complete. The last option in this section is
    'FTA Comments'. As a Recipient user in building an application for
    submission to FTA, upon completion of the application (or even
    before that time) you can mark your application 'Ready for Proj \#
    Assignment' in the Application Status section of the screen. An
    FTA-assigned project number is a requirement for submission.

2.  Another use a Recipient user will have for the FTA Comments screen
    is that, at any time during work-up of the application, FTA staff
    may provide comments on the application. Here the comments may be
    reviewed, and any suggested additions or modifications may be made
    to the appropriate application section(s).

![](media/image17.wmf)

3.  Mark the **Application Status** 'Ready for Project \# Assignment.'

4.  Click the **OK** icon to save and exit the screen.

5.  TEAM-Web returns to the Project Query Results screen and you will
    notice that the Status is now 'Pending Submission/Project No.
    Requested' in the Project Details section. Note that in the future
    this will have an e-mail notification option.

**[Assign Project Number]{.underline}** (Applications - FTA function
only)**:**

FTA assigns an official project number after receiving notification from
a Recipient of a request for one, or having noticed the request in the
database. Once assigned, the Status of the project changes to 'Pending
Submission/Project No. Assigned' in Project Details. The application may
now be submitted by the Recipient (assuming all Application Reviewer
checks are met).

![](media/image18.png){width="5.002083333333333in"
height="6.128472222222222in"}

1.  At this point, FTA has assigned 'VA-90-X209-00' as the official
    project number. This official number will override the generic name
    (Training) that was assigned in the beginning of the application.
    All future queries must use the official project number, since the
    project named "Web Training" no longer exists in the database.

2.  The status of the grant is now 'Pending Submission, Project Number
    Assigned'. The Recipient will now be able to submit the grant to
    FTA.

**[Submit Application]{.underline}** (Applications)**:**

1.  Under Applications in the Main Menu, query the project VA-90-X209-00
    and click 'Submit Application'.

![](media/image19.wmf)

![](media/image20.png){width="5.053472222222222in"
height="4.801388888888889in"}

2.  The Submit Application screen gives basic header information for the
    project and below that a scrollable field that captures all of the
    application's details. Below that appears the Official's Name and
    Title with a PIN entry box where the official types in his/her PIN
    and clicks the Submit button. Only a Recipient user having a PIN
    with submission rights for the Recipient organization can submit the
    project for FTA review. Once the Submit button is clicked the
    following screen appears.

![](media/image21.png){width="5.053472222222222in"
height="4.801388888888889in"}

3.  Click **Close** and TEAM-Web returns to the Project Query Results
    page. The 'Status' of the project in the Project Details now shows
    'Pending Application/Ready for FTA Review'. The application is now
    closed for Recipient modification to allow for FTA's review.

**[Reservations]{.underline}** (Review and Approval - FTA function
only)**:**

An FTA user marks the Application Status as 'Application Complete'. The
project status then changes to 'Pending Application/Fund Reservation
Required'.

![](media/image22.wmf)

The FTA user then selects a cost center and adds UZAs/Account FPCs. Once
reserved, the project status changes to 'Pending Application/Ready for
Award'.

![](media/image23.png){width="5.055555555555555in"
height="3.7041666666666666in"}

**[Obligation/Award]{.underline}** (Review and Approval -- FTA function
only)**:**

An FTA user with award authority now awards/obligates the example
project, VA-90-X209-00. .

![](media/image24.png){width="5.055555555555555in"
height="3.7041666666666666in"}

![](media/image25.png){width="5.054166666666666in"
height="1.0048611111111112in"}

TEAM-Web updates the project status to 'Obligated/Execution Reqd'. An
email option is under development, which will automatically notify the
Recipient that FTA has awarded funds for the project. The Recipient may
execute the project after the award.

**[Execution]{.underline}:**

1.  A Recipient organization should execute an FTA award within ninety
    days of its approval. To execute VA-90-X209-00, the Recipient user
    with award execution privileges clicks **Execution** in the
    navigational menu, then queries the project.

2.  For an award that has no supplemental agreement, the Execute Award
    screen opens with two tab pages. The Summary tab contains
    information about the project. The Award tab contains the agreement,
    and an entry field for the Recipient to PIN the award.

\*\*Note: An award with a supplemental agreement includes another tab
for the Designated Recipient. The Designated Recipient must PIN the
agreement before the Recipient official executes the agreement. A
project must be executed before funds can be drawn/disbursed.

![](media/image26.png){width="5.054861111111111in"
height="3.9229166666666666in"}

3.  The **Award** tab has the Award Agreement information. Enter the PIN
    number and click **Execute**. Note that only authorized officials
    have a PIN for executing an award.

4.  A pop-up message appears indicating that the project was
    successfully executed; click **Close** and TEAM-Web returns to the
    Project Query Results window. The status in the Project Details now
    reads 'Active'.

5.  An execution transaction is sent every night to the accounting
    system (DAFIS) in preparation for future drawdown/disbursement
    requests.

6.  The **Supplemental Agreement** tab is used when there is a
    supplemental agreement. In this case, the Designated Recipient must
    PIN the grant before the Recipient may PIN the grant.

    -   Supplemental agreements are only permitted for section 90
        (statute 49 USC 5307 -- Urbanized Area Formula from the 'Sec of
        Statute' dropdown) grant awards where the Recipient applying for
        the grant has specified that it has a designated Recipient.

    -   **Supplemental Agreement** is selected in the General tab of the
        project information when the project is created.

    -   Will default to "Yes" if you choose section 90.

    -   Once FTA awards the project, the status becomes 'Sup Agrmt
        Execution Req.'

    -   The Designated Recipient will PIN the award, and then the
        Recipient will execute the grant.

    -   If the Supplemental Agreement option is not marked on the
        Project Information page, it can be selected by a Recipient user
        prior to submission of the application. Afterwards, FTA staff
        can make the selection in the Project Information screen, or in
        the Reservations screen at the time of fund(s) reservation.

**[Financial Status Report]{.underline}** (Project Management)**:**

The Financial Status Report (FSR) is one of the two quarterly reports
required to be filed by Recipients of FTA funds for active/executed
projects. The FSR must be submitted before the Milestone progress/Report
can be submitted. If you try to submit the Milestone /Progress report
first you will receive an error message.

1.  The FSR page permits multiple updates as invoices come in (saved as
    a Work In Progress). The user has 30 days to Submit. Once submitted,
    the information can be viewed but not changed. From the navigational
    menu, click **Project Management** and query your project.

2.  Click **Financial Status Report**. The FSR page has a Summary,
    Financial Status, and Remarks & Comments tab.

3.  The **Summary** tab provides basic information, with entry fields
    for the Period of the FSR, Initial Submission and Last Update dates,
    a selection for whether it is a Final Report, selections for whether
    it is a Paper Award or requires Pre-Award Authority, and other
    relevant summary information. This tab is also where you mark
    whether the report is to be submitted by selecting **Submit
    Application**, or saved as unsubmitted by selecting **Work In
    Progress**.

![](media/image27.png){width="5.05625in" height="4.19375in"}

4.  The Summary tab also displays the Recipient Information, Report
    Status, and Project Status. Fields with a blue border may be edited.

5.  The **Financial Status** tab is used to prepare financial status
    reports. The financial status report provides a snapshot of funds
    drawn and/or encumbered through the latest reporting period based on
    Line H (Total Federal Funds (net project obligations)). Again, entry
    fields appear with a blue border. Total amounts can be entered in
    the **Cumulative** column, or current-period amounts in the **This
    Period** column (if applicable).

    -   The **Previous** column displays total amounts through the last
        report submitted.

    -   The **This Period** column displays the current-period totals,
        which is the cumulative minus the previous amounts.

    -   The **Cumulative** column is the total amounts, adding the
        previous plus the current period amounts.

6.  Enter amounts for any or all of Lines A (Total Outlays), B
    (Recipient Share of Outlays), D (Total Unliquidated Obligations),
    and E (Recipient Share of Unliq. Oblig.) in the Cumulative column.
    TEAM-Web will compute all other lines (C, F -- I) based on your
    entries.

\*\*Note: Unlike in TEAM, in TEAM-Web you now have the option to enter
figures in the **This Period** column for Lines A and B.

7.  Once submitted, the Cumulative amounts in Lines A, B, and C carry
    forward to the Previous column when the TEAM-Web FSR is opened for
    the next reporting period.

![](media/image28.png){width="5.05625in" height="4.19375in"}

8.  The **Remarks and Comments** tab is used to enter additional
    information pertaining to the FSR. Two boxes are available for
    entering comments; one is for Recipient comments and one is for FTA
    comments.

9.  Click the paperclip icon to attach additional files (of any type,
    such as spreadsheets, word processing documents, pictures, etc) to
    the project.

![](media/image29.png){width="5.05625in" height="4.19375in"}

\*\*Note: There are several differences between this TEAM-Web version
and the FSR window in TEAM. In TEAM-Web, you cannot change the Previous
column. The option to select Work In Progress or Submit are displayed at
the top of the Summary tab (the default is Work In Progress). The
Financial Status tab has dollar and cent amounts set. Finally, the icons
for going to other projects, and for going to the Project Funds window,
are not available in TEAM-Web. In TEAM-Web, all functionality is
accessible through the Navigational Menu.

\*\*Additional Notes:

-   If you have pre-award authority then you must submit an FSR. If you
    have not incurred costs, you must submit a \$0 FSR.

-   You must enter information in rows A and B in if you have incurred
    pre-award costs.

-   You must enter information in rows D and E for total and local
    amounts for contracts awarded but not yet paid (only for the end of
    the quarter).

-   The TEAM-Web system will calculate the federal share of these costs.
    Click the Save icon to save your information

-   Subsequent FSRs can be submitted by putting information into the
    cumulative column in the FSR financial status screen.

```{=html}
<!-- -->
```
-   Prior financial status reports will only open in read-only mode; no
    changes can be made to previous quarter reports.

**[Milestone/Progress]{.underline}** (Project Management)**:**

The Milestones/Progress Report is the other quarterly report, aside from
the Financial Status Report, that is filed by Recipients of FTA funds
for active/executed projects. The Milestone/Progress Report is used to
track progress at the budget level. It is initially based on the
Milestone schedule completed when the application is first created,
submitted, and approved. Milestones are required for rolling stock and
other activity at the ALI level. The system also allows for Milestones
to be added at the project and Scope levels.

1.  Click **Project Management** in the navigational menu, then select
    Milestone/Progress. The Milestone/Progress Report page is where most
    reporting is performed. Previous quarters may be viewed but not
    changed. There are options to submit a report monthly, quarterly, or
    other. There are 2 tabs; the Summary tab provides details on the
    Recipient, and the Milestone Status tab is used to prepare milestone
    status reports.

![](media/image30.png){width="5.054861111111111in"
height="4.634027777777778in"}

2.  Look at the report status in the Summary tab, then enter information
    into the **Project Status Overview** if you have comments about the
    project.

3.  Select the **Period** and whether or not this is a **Final Report**.
    Also make changes to the **Initial Submission** and **Last Update**
    dates, and the **Pre-Award Authority** and **Paper Award**
    selections, as needed.

4.  Select whether the report is to be submitted by choosing either
    **Submit Application**, or by selecting to save this as a **Work In
    Progress**.

5.  Click the **Milestone Status** tab. This is where you enter a new
    report or update/add to an existing, current-quarter, "Work In
    Progress" report.

![](media/image31.wmf)

6.  An activity line item summary is displayed at the bottom of this
    page. Selecting different activity line items will refresh this
    information to reflect the selected ALI.

7.  The **3^rd^ Party Contractor Code** dropdown list displays
    contractors the Recipient may choose for rolling stock purchases.

8.  The Navigation and Milestone table lists all current ALIs, and is
    used to select items to view or modify, and to enter estimated,
    revised, and actual completion dates.

9.  The **Milestone Detail Description** comment field is used for
    entering additional information about a specific Milestone. The
    **Milestone Progress** comment field is used for entering an
    explanation for the revised date on a specific Milestone.

10. To update the latest report, select an ALI from the Table.

11. Milestones are tracked by activity and date -- **Orig. Est. Comp.
    Date** (from original Milestones schedule), **Rev. Est. Comp.
    Date**, and **Actual Comp. Date**. Double click the entry field on
    the selected ALI's row in the **Revised Completion Date** column and
    enter the revised date.

12. Double click the entry field on the selected ALI's row in the
    **Actual Completion Date** column, and enter the actual date.

![](media/image32.wmf)

13. If you selected Rolling Stock vehicle purchases, you must enter a
    contractor code for those Milestones. Clicking on the Milestone and
    select a contractor from the **3^rd^ Party Contractor Code**
    dropdown list at the bottom of the page.

14. Click **OK** to save your Milestone Progress Report.

\*\*Note: TEAM-Web Milestone Progress Reporting differs from TEAM in a
few key areas. In TEAM-Web, there is a choice for selecting Monthly
Report, Quarterly Report, or Other. There is no longer a column for
Milestone #. The FTA Amount, TOT Elig Cost, and Quantity are now listed
at the bottom instead of the top of the Milestone Status tab. Previous
quarter information may not be modified, but may be viewed. Standard
Milestones (rolling stock -- buses, rail cars, ferries) cannot be
deleted, and when standard Milestone 2 -- Contract Awarded has an
"Actual Comp. Date" entered, then a **3^rd^ Party Contractor Code** must
be selected.

**[Revise Project Budget]{.underline}** (Project Management)**:**

Revising the project budget involves shifting funds between Activity
Line Items. You will no longer be able to reduce funds in a budget
revision, as you could in TEAM. Both increases and reductions in funds
will require an amendment, as will changes in Scope. If there is a
drastic change when shifting funds between ALIs, this will also require
an amendment. FTA regional offices will decide if an amendment needs to
be created for budget revisions that involve shifting funds.

1.  Query your project on the **Project Management** page.

2.  Click **Revise Project Budget** on the navigational menu.

3.  The first tab displayed is the **Summary** tab. This tab provides
    information about the budget revision, and basic header information
    on the project.

4.  If there is no current pending revision, the screen opens with the
    **Revision \#** field defaulting to "Rev. No.: X (Current-New
    Request)". Begin your revision by providing text in the **Reason**
    field.

5.  When a revision is performed, the **Created** field is populated
    with the name of the user creating the revision and the date of the
    revision. When it is submitted for FTA review/approval, the
    **Submitted** field is populated with the submitting user's name and
    the date of submission. Once approved by FTA, the **Approved** field
    is likewise populated with the FTA official's name and the date of
    approval.

![](media/image33.wmf)

6.  Click the **Revise Budget** tab. This tab is where fund amounts may
    be shifted from one ALI to another ALI.

7.  The current budget appears on the left side of the page. The
    revision table on the right is used to enter budget and quantity
    revision amounts. Select an existing ALI and make the necessary
    changes.

8.  Enter a justification for the budget revision in the **Details**
    entry field.

9.  Check the **Reviewer** **Messages** field for automatically updated
    information and results from the Application Reviewer. This review
    adheres to budget revision request requirements.

10. When shifting funds between ALIs, go to the ALI that you will be
    adding funds to, and add the shifted amount to the current amount.
    Then go to the ALI that you will be removing funds from, and
    subtract the shifted amount from the current amount.

11. For a shifting of funds, reduce the funds in the FTA column only.

12. To add an ALI, click the Plus icon and add the ALI number in the
    Budget Activity field

13. Tab or click out of the field and the default Activity Line Item
    Description appears; add appropriate quantity and cost figures (and
    AFC, if necessary), and provide a **Details** justification for the
    added ALI.

14. As with the budget, you can click the Magnifying Glass icon and
    select an existing Scope in the Budget Details screen. You can
    select individual ALIs from the folders by selecting an ALI, then
    clicking on the right arrow. Click **OK** to return to the Revise
    Budget page, and enter the necessary data and text for the new
    ALI(s).

15. Project Control Totals and Difference amounts appear at the top of
    the screen showing any changing differences as existing ALIs are
    modified or deleted and/or new ones added. The goal is a balanced
    (no Difference amounts), revised budget.

![](media/image34.wmf)

16. Click the **View Budget** tab. This tab permits viewing the current
    (proposed) budget in spreadsheet format. Note that no modifications
    may be made on this tab.

17. Click the **Change Log** tab. This tab is also read-only, and allows
    viewing of the revised line items in the project budget.

18. Click the **OK** icon to save the new revision or the modified,
    existing revision. You have the option to save this revision as a
    Work In Progress, or to submit it

19. After submitting the budget revision, FTA will determine whether the
    revision is approved.

**[Create Amendment]{.underline}** (Applications)**:**

If Recipient wants to make a significant change in how a project's funds
are used, or in the quantity of assets to be acquired, you must create
an amendment. An Amendment is needed when you want to increase or
decrease funds for the project, increase or decrease the duration of a
project, for changes in the Scope of a project, or for other
administrative reasons. Note that a change in the federal/local share
ratio requires a full amendment to the grant agreement.

1.  From the navigation menu under **Applications**, enter the project
    number and query it. Click **Create Amendment**. TEAM-Web will
    automatically assign an amendment #.

2.  Click Project Information under Modify Applications.

3.  In the **Summary** tab, enter the amendment description in the entry
    field next to the project number.

4.  Select the amendment reason from the drop down list

5.  Enter a detailed description for the amendment in the project
    description box at the bottom of the screen.

6.  In the **Control Total** tab, enter changes to the amount totals as
    needed.

7.  Click **OK** to save changes.

8.  Before submitting, make any other changes to the Project
    Information, Budget, Milestones, Environmental Findings, and Fleet
    Status.

9.  When complete, and after approved for submission by FTA, PIN the
    amendment using the process for submitting a new application. Once
    awarded, the Recipient executes the award using the same process
    used for new projects.

**[Close-Out]{.underline}** (Project Management)**:**

When a project has completed its Scope and purpose, and will not be
amended, it is a candidate for closure. A Recipient user can request
that a project be closed even if the project is not fully disbursed.

1.  Select a queried project, then from the Project Management menu
    click **Close-Out**.

![](media/image35.wmf)

2.  Read the **Reviewer Messages** and follow the required actions.
    Until these conditions are met, the project may not be closed out.

3.  Click the Final box next to **Budget**, **Financial Status Report**,
    and **Milestone/Progress report**. All three must be marked to do a
    close-out.

4.  Click the **Date Recip. Requests Close-Out** field, then click the
    **OK** icon to save the request.

5.  The project will be evaluated by FTA. FTA must approve the close-out
    before the project is officially closed.

6.  If no undisbursed/unliquidated amount exists, the FTA user clicks
    the **Date FTA Approves Close-Out** field and the current system
    date appears. Click the **OK** icon to save the approval. TEAM-Web
    updates the project status to "Closed".

7.  If there is an undisbursed/unliquidated amount, a close-out
    amendment must be entered. No PINning is involved for such a
    closeout amendment, but FTA must follow through to deobligation and
    award, and then perform the close-out process for the 'deobligation
    to close' amendment.

***[APPENDIX FOR REFERENCE:]{.smallcaps}***

***[TEAM-Web Project Life Cycle for Recipients]{.smallcaps}***

\- Create an Application

Applications Menu

Create New Project, Copy Project, or Create Amendment

> Modify Application

#########  Enter Project Information

#########  Enter Budget

> Enter Environmental Findings
>
> Enter Milestones
>
> Enter Fleet Status
>
> Application Reviewer
>
> Submit Application
>
> Modify Application as needed

#########  Read FTA Comments

\- Award Execution Process

> Execution Menu
>
> Execute Award

-   Maintain Project

> Project Management
>
> Financial Status Reports
>
> Milestones/Progress Reports

######## Revise Project Budget

> Closeout-Process