# Presentation: 828753

## Getting to know TEAM

- FTA’s Internet-Accessible Grants and Financial Management System

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

- Administrative
- Payroll, rent, etc.
- Program Grants
- Program Support
- Paying contractors, consultants, other agencies, etc.

***Not tracked in TEAM***

## 2004 FTA Grant Program  Apportionments

**$7.8 billion **

## Summary of Grant Programs

- URBANIZED AREA FORMULA
- to urbanized areas for transit capital and operating assistance in urbanized areas.
- NONURBANIZED AREA FORMULA PROGRAM
- program provides formula funding to states for supporting public transportation in areas of less than 50,000 population.
- CAPITAL: BUS AND BUS-RELATED
- for buses, bus maintenance and administrative facilities, transfer facilities, park-and-ride stations, bus maintenance, passenger shelters and bus stop signs, and other bus-related purchases.
- CAPITAL: FIXED-GUIDEWAY MODERNIZATION
- to modernize or improve existing rail or fixed guideway systems, including rehabilitation of rolling stock, track, structures, signals, etc.
- CAPITAL: NEW STARTS
- for construction of new fixed guideway systems or extensions to existing fixed guideway systems.

## Summary of Grant Programs, continued

- METROPOLITAN PLANNING
- to support the planning of transportation investment decisions in metropolitan areas.
- STATE PLANNING AND RESEARCH GRANTS
- for statewide planning planning for non-urbanized areas, and other technical assistance activities.
- RURAL TRANSIT ASSISTANCE
- to assist in the design and implementation of training and technical assistance projects and other support services tailored to meet the needs of transit operators in nonurbanized areas.
- ELDERLY AND PERSONS WITH DISABILITIES
- provides formula funding to States for assisting private nonprofit groups in meeting the transportation needs of the elderly and persons with disabilities.

## Summary of Grant Programs, continued

- FLEXIBLE FUNDING
- authorized under TEA-21, allows some highway funds to be transferred to transit projects, and vice-versa.
- JOB ACCESS AND REVERSE COMMUTE
- to develop transportation services for welfare recipients and low income individuals to and from jobs, and to develop transportation services from urban centers to suburban employment opportunities.
- NATIONAL RESEARCH AND TECHNOLOGY
- to conduct national research and the development of advanced transit technology.
- OVER-THE-ROAD BUS ACCESSIBILITY
- for private over-the-road bus operators to retrofit vehicles to meet the requirements of the Americans with Disabilities Act.

## Project Types

- Formula & Discretionary Programs
- Grants
- Program Support
- Cooperative Agreements (Hire a contractor to do a project that has significant Federal Involvement)
- Contracts/Procurements (Hire a contractor to do a project)
- General Working Agreements (Volpe)
- Inter-agency Agreements (Outside DOT)
- Intra-agency Agreements (Within DOT)

## The money is made available...

- How do we get it to our grantees & contractors?

## TEAM:Tracks FTA program funds

- Where they come from (operating budgets)
- Who they go to (recipients)
- What they are used for (projects)
- By Schedule (milestones)
- By Activity (budgets)
- Reservations & Obligations (promised & dedicated amounts)
- Disbursements (payments)

- (non-administrative)

## Program Support Projects have...

- A place on the FTA Program Plan or in a Concept Memo (which serves as a modification to the Program Plan).
- An Approval Package
- A Project Record in TEAM (Application)

## Annual Program Plan

- Maintained by Cost Center Managers (as of 12/2003)
- TBP – Rhonda Lee
- TPM – Rhoda Shorter
- TAD – Eugene McCrae
- TCR – Beverly Phipps
- TRI – Bruce Robinson
- TPE – Vincent Valdes
- TCA – Jacqui Bennet

## Approval Packages

- Set of documents which fully describe the project in all the necessary legal detail
- Approval Request Document
- A Statement of Work
- Describes the scope and duration of the project, including any deliverables or other milestones.
- A Government Cost Estimate (GCE)
- A complete breakdown of the individual project activities and their associated costs
- Templates for each project type found on FTANet/Electronic Forms, TEAM Forms
- Questions? See Linda Sorkin

## TEAM Project Life Cycle

- Project application created
- Project number assigned
- Operating budget money is reserved
- Project awarded
- Project award executed
- Project managed
- Project closed

## The TEAM System

- The Basics

## TEAM: Logging IN ...

- Open Internet Explorer
- http://ftateamweb.fta.dot.gov
- Username and password
- Request username and password through Team Help Desk: Team.HelpDesk@fta.dot.gov
- Select your Database
- Production (REAL Working Data)
- Quality Assurance (This is a copy of Production made every night)
- Training (Used only for special training)
- Verify the database you are connected to by the title bar on the browser window

## TEAM: Logging OUT ...

- When exiting TEAM, Select “**Exit”** from the bottom of the TEAM Menu
- If you exit any other way, you may lock up the project record you were in

## Standards & Conventions 

- Menu Bar at Left
- Main Menu – (Home) Location for news, memos, reports, files, links, and other items of interest to TEAM users
- Menu Headers (begin with a + or a - )
- Can Expand or contract the list of options under each heading
- Clicking on most headers brings up a Query Window for you to search for a Recipient or Project Application

## Standards & Conventions, continued

- Query Windows
- When you log into TEAM, click open all the categories that you will be using.  Then when you query a project, you will just be able to click around the Menu items and not have to query again and again.
- TEAM is not case sensitive when searching Project Applications or Recipients.
- Project numbers need not have dashes in the Query Applications window
- If you don’t know the exact project number – you can put in a partial number and TEAM will find anything that matches.

## Standards & Conventions, continued

- Data Entry Window Icons
- Red X - Cancel
- Green check - Save
- Magnifying Glass - look up a value from a list of codes
- Printer Icon – Opens the Applications/View/Print Window
- Diskette – saves the changes you have made in a data entry window
- Diskette with Red Ban sign – discards the changes you have made in a data entry window
- A Blue Outline around any field on a data entry window indicates you can edit that value

## Standards & Conventions, continued

- Attachments
- The title of the attachment window indicates which level you are attaching to
- Recipient Level: Access Attachments by clicking the Paper Clip from a Recipient Record to access Attachment Folders
- Project Application Level: Access Attachments by clicking the Paper Clip from a Project Application Record to access Attachment Folders

## Standards & Conventions, continued

- Cutting, Pasting & Printing
- Standard Windows Stuff
- CTRL-C is the Clipboard “Copy to” for highlighted items
- CTRL-X is the Clipboard “Cut to” for highlighted items
- CTRL-V is the Clipboard “Paste from” for highlighted items
- ALT-PRINTSCREEN will copy a screenshot of the Active Window to the Clipboard.
- CTRL-PRINTSCREEN will copy a screenshot of the Windows Desktop to the Clipboard.
- TEAM
- Applications,View/Print allows you to view, save, and/or print all of the Recipient and Project Data in a single document format.

## TEAM Project Number

_**DC**_-26-5001-00 – Recipient State
- DC-_**26**_-5001-00 – Section Code
- DC-26-_**5**_001-00 – Activity/ Partial Cost Center Code
- DC-26-5_**001**_-00 – Sequence Number
- DC-26-5001-_**00**_ – Amendment Number

## TEAM Recipient ID

- Unique 4 digit number for all FTA Recipients
- Examples:
- 		1398 WMATA
- 		1211 KALAMAZOO METRO TRANSIT

## Getting Help

- TEAM Home Page
- User’s Guide
- Training Schedules
- Activity Line Item Tree (ALI Codes)
- TEAM Guidance-HQ
- System Problems:Team.HelpDesk@fta.dot.gov
- Problems with HQ projects in TEAM: see your TEAM Office Coordinator

## TEAM Office Coordinators