# Presentation: 828754

## Getting to know TEAM

- FTA’s Internet-Accessible Grants, Project, and Financial Management System
- Updated 10/2006, Lopez

## 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***

## 2006 Grant Awards

| Funding Program |  Award Amount  | Award Count |
| --- | --- | --- |
| Total |  $    9,404,684,232 |          2,191  |
| 49 USC 5307 - Urbanized Area Formula                                        | $4,783,413,963 | 986 |
| 49 USC 5309 - New Starts | $1,246,812,862 | 57 |
| 49 USC 5309 - Fixed Guideway Modernization  (2006 forward) | $960,225,623 | 40 |
| 49 USC 5309 - Bus | $486,226,135 | 385 |
| 49 USC 5309 - Fixed Guideway Modernization | $433,408,723 | 42 |
| 49 USC 5311 - Nonurbanized Area Programs  | $425,192,240 | 98 |
| 43 - NY Recovery (FTA/FEMA)                                                   | $357,063,900 | 5 |
| 49 USC 5309 - Bus and Bus Facilities (2006 and forward) | $222,632,188 | 154 |
| 49 USC 5310 - Elderly and Individuals with Disabilities  | $162,826,924 | 68 |
| Metro & State Planning | $135,115,562 | 78 |
| 49 USC 5316 - Job Access and Reverse Commute/TEA-21 3037 | $77,655,191 | 108 |
| 49 USC 5309 - REIMBURSABLE, RAIL MOD. | $19,437,250 | 1 |
| 42 - Emergency Ferry                                                          | $14,098,225 | 2 |
| 49 USC 5312 - Research, Development., Demonstration, Deployment                               | $12,892,138 | 46 |
| Sec 117 (FY 2005 FHWA Approps.) | $12,791,066 | 12 |
| 23 USC 133 - Surface Transportation (S. 330 -FY 2002/2003)                                  | $9,991,645 | 5 |
| Sec 115  (FY 2004 FHWA Approps.) | $7,476,000 | 5 |
| 49 USC 5505 - University Transportation Centers Program                     | $6,930,000 | 1 |
| Sec 112 (FY 2006 FHWA Approps.) | $5,859,678 | 6 |
| TEA-21 3038 - Over-the-Road Bus                                             | $5,803,682 | 69 |
| 49 USC 5339 - Alternatives Analysis Program                                | $5,445,000 | 6 |
| 49 USC 5309 - Denali Commission | $4,900,500 | 1 |
| 49 USC 5327 - Project Management Oversight/Compliance Reviews                           | $3,450,000 | 3 |
| Interstate Transfer Transit | $2,431,000 | 1 |
| 40 USC 5317 - New Freedom  | $1,285,027 | 8 |
| 49 USC 5308 - Clean Fuels Grant Program                                      | $919,710 | 3 |
| 49 USC 5320 - Alternative Transportation/Parks and Public Lands                       | $400,000 | 1 |

## 2006 TEAM Project Types

**Grants make up 90% of the projects, but 97% of the $ **

**2466 projects**

## FTA Grant Programsand corresponding Managers

- Metropolitan Planning (5303, 5305)  - Candace Noonan, TPE
- Statewide Planning and Research (5304, 5305) - Candace Noonan, TPE
- Large Urban Cities (5307)  - Scott Faulk, TPM
- Clean Fuels Formula Program (5308)  - Kimberly Sledge, TPM
- Major Capital Investments (New Starts & Small Starts) (5309)  - Cheryl Oliver, TPM
- Rail And Fixed Guideway Modernization (5309)  - Scott Faulk, TPM
- Buses And Bus Facilities (5309, 5318)  - Maria Wright, TPM
- Transportation For Elderly And Persons With Disabilities (5310)  - Cheryl Oliver, TPM
- Rural And Small Urban Areas (5311) – Lorna Wilson, TPM
- Rural Transit Assistance Program (5311(b)(3)) – Lorna Wilson, TPM
- Public Transportation On Indian Reservations (5311(c))  - Lorna Wilson, TPM
- Transit Cooperative Research Program (5313) – Bruce Robinson, TRI
- National Technology And Research Program (5314) – Bruce Robinson, TRI
- Job Access And Reverse Commute Program (5316)  - Maria Wright, TPM
- New Freedom Initiative (5317)  - Bryna Helfer, TPM
- Transit In The Parks (5320)  - Tina Hodges, TBP
- Alaska Railroad (5338(a))  - Cheryl Oliver, TPM
- University Transportation Centers Program (tea-21 5505) – Bruce Robinson, TRI
- Over The Road Bus Program – Blenda Younger, TPM
- Flexible Funds For Highway And Transit Flexible Funding – Kristen Clarke - TBP

## 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 (ex: 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?

## The Funding Process

## Slide 9

## Awarding Funds(formula/earmark)

## 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)

## Grant Projects have...

- A place in their State Transportation Improvement Plan (STIP) or their local Metropolitan Planning Organization Transportation Improvement Plan (TIP)
- A Project Record in TEAM (Application)

## Program Support Projects have...

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

## Cost Center Managers

| COST CENTER (CODE) | MANAGER | COST CENTER (CODE) | MANAGER |
| --- | --- | --- | --- |
| TOA 61000 | Gloria Buster | CEN 69300 | Phyllis Soldo (Lead) |
| TAD 62000 | Marlon Harris (1) | CEN 69400 | Sonia Brown |
| TAD 62000 | Terri Nunn (10) | WCF 69500 | Marlon Harris (Lead) |
| TAD 62000 | GiGi Gladden (20) | TPE 71000 | Susan Rollman |
| TAD 62000 | Jastine Caine (30) | TRO-1 78100 | Heidy Flores |
| TAD 62000 | Sonia Brown (40) | TRO-2 78200 | Miriam Arce |
| TCC 63000 | Patricia Cohen | TRO-3 78300 | Deborah Brown |
| TCA 64000 | Alisha Neal | TRO-4 78400 | Rhonda Lakeman |
| TPM 65000 | Vicki Bellet | TRO-5 78500 | Angelica Salgado |
| TBP 66000; TBP 66100 | Rhonda Lee (Lead) | TRO-6 78600 | Caron Cathers |
| TRI 67000; 671000 | Linda Wolfe | TRO-7 78700 | Alfreda Lewis |
| TCR 68000 | Cynthia Phifer | TRO-8 78800 | Sandi Streff |
| CEN 69000 | Marlon Harris | TRO-9 78900 | Patricia Valentine |
| CEN 69100 | Barbara Gibbs (Lead) | TRO-10 79000 | Hattie Wood |
| CEN 69200 | GiGi Gladden (Lead) | LMRO  72000 | Eddie Whitehurst |

**Cost Center Managers**

## Program Support Projects: The Approval Package

- 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, TCR

## TEAM Project Life Cycle

- Project Application _Created_
- Project Number _Assigned_
- Project Is _Submitted_
- _Concurrences And Approvals_ Are Obtained
- Funds Are _Reserved_ to Project
- Project _Awarded_
- Project Award _Executed_
- Project _Managed_
- Project _Closed_

## The TEAM System

- A Few Basics to Get You Started...

## Getting TEAM Access

- Request username and password through your Team Local Security Manager
- User access forms
- FTANet, Electronic Forms, Under TEAM Forms
- Posted on the TEAM Home Page

## TEAM: Logging IN ...

- Open Internet Explorer
- http://ftateamweb.fta.dot.gov
- Username and password
- Select your Database
- Production (REAL Working Data!)
- Quality Assurance (This is a copy of Production made every night – use it to test & play)
- Training (Used only for special training scenarios)
- 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 will lock up the project record you were working in

## Standards & Conventions 

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

## Standards & Conventions, continued

- Query Windows
- 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: click Paper Clip from a Recipient Record to access Attachment Folders
- Project Application Level: click Paper Clip from a Project Application Record to access Attachment Folders
- You can also switch to other amendments using the dropdown found on the top of this window

## 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 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/ Cost Center
- DC-26-5_**001**_-00 – Sequence #
- DC-26-5001-_**00**_ – Amendment

**(must match the ****funding you reserve!)**

**If it is a GRANT, it MUST be 0 or X if multiple financial purpose codes are to be used for funding, if non-grant, use the 2****nd**** digit of your cost center code**

## TEAM Recipient ID

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

## Account Classification Code

- Example:  2004.21.90.91.1
_**2004**_.21.90.91.1 – Funding Fiscal Year
- 2004._**21**_.90.91.1 – Appropriation Code
- 2004.21._**90**_.91.1 – Section ID
- 2004.21.90._**91**_.1 – Limitation
- 2004.21.90.91._**1**_ – Type Authority

**Be absolutely ****certain**** that you are using the correct code to reserve funds for your projects!!! There are many new codes from SAFETEA-LU!!!**

## Codes, Codes and more Codes

- Activity Line Item (ALI) Tree
- _[http://ftateamweb.fta.dot.gov/static/ALI%20Tree.xls](http://ftateamweb.fta.dot.gov/static/ALI%20Tree.xls)__ _
- Account Classification Codes
- Section & Limitation Codes
- _[http](http://ftateamweb.fta.dot.gov/static/FTAreports/2006_reportfiles/FinalFTA8011.PDF)__[://](http://ftateamweb.fta.dot.gov/static/FTAreports/2006_reportfiles/FinalFTA8011.PDF)__[ftateamweb.fta.dot.gov/static/FTAreports/2006_reportfiles/FinalFTA8011.PDF](http://ftateamweb.fta.dot.gov/static/FTAreports/2006_reportfiles/FinalFTA8011.PDF)_
- Other Codes?
- TEAM Code Lookup Reference
- _[http://ftateamweb.fta.dot.gov/static/Guidance-HQ/LIST_OF_TEAM_CODE_LOOKUPS.xls](http://ftateamweb.fta.dot.gov/static/Guidance-HQ/LIST_OF_TEAM_CODE_LOOKUPS.xls)__ _

## Cost Center Codes

| CODE | DESC |
| --- | --- |
| 62000 | TAD |
| 63000 | TCC |
| 64000 | TPACA |
| 65000 | TPM |
| 65100 | Security Supplemental Funds for Transit Security PL 107-117 |
| 65200 | Supplemental Projects Funds from Public Law 107-117 pg 2329 |
| 65300 | Supplemental Projects Orig. used for LMRO (no longer in use) 72000 |
| 66000 | TBP |
| 67000 | TRI |
| 68000 | TCR |
| 69000 | TAD central account |
| 71000 | TPE |
| 72000 | LMRO |
| 74000 | TSS |
| 78100 | Region 1 |
| 78200 | Region 2 |
| 78300 | Region 3 |
| 78400 | Region 4 |
| 78500 | Region 5 |
| 78600 | Region 6 |
| 78700 | Region 7 |
| 78800 | Region 8 |
| 78900 | Region 9 |
| 79000 | Region 10 |
| 67100 | TRI |

## Getting Help

- TEAM Home Page
- User’s Guide
- NTI Course Training Schedules
- TEAM Guidance-HQ
- Systems issues:Team.HelpDesk@dot.gov
- Problems with projects in TEAM: see your TEAM Local Security Manager.
- The LSM can contact the help desk if they need help to resolve them.