Getting to know TEAM

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Getting to know TEAM

• FTAs Internet-Accessible Grants, Project, and
  Financial Management System
• Updated 10/2006, Lopez

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What does FTA do with its annual budget?

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

Not tracked in TEAM
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2006 Grant Awards
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2006 TEAM Project Types
2466 projects
Grants make up 90 of the projects, but 97 of
the
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FTA Grant Programsand 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

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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)

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The money is made available

• How do we get it to our grantees contractors?

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The Funding Process
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(No Transcript)
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Awarding Funds(formula/earmark)
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TEAMTracks FTA program funds
(non-administrative)

• 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)

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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)

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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)

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Cost Center Managers
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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

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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

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The TEAM System

• A Few Basics to Get You Started

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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

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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

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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

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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

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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 dont know the exact project number you
  can put in a partial number and TEAM will find
  anything that matches.

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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

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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

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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.

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TEAM Project Number

• DC-26-5001-00 Recipient State
• DC-26-5001-00 Section Code
• DC-26-5001-00 Activity/ Cost Center
• DC-26-5001-00 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 2nd digit of your
cost center code
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TEAM Recipient ID

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

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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!!!
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Codes, Codes and more Codes

• Activity Line Item (ALI) Tree
• http//ftateamweb.fta.dot.gov/static/ALI20Tree.xl
  s
• Account Classification Codes
• Section Limitation Codes
• http//ftateamweb.fta.dot.gov/static/FTAreports/20
  06_reportfiles/FinalFTA8011.PDF
• Other Codes?
• TEAM Code Lookup Reference
• http//ftateamweb.fta.dot.gov/static/Guidance-HQ/L
  IST_OF_TEAM_CODE_LOOKUPS.xls

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Cost Center Codes
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Getting Help

• TEAM Home Page
• Users Guide
• NTI Course Training Schedules
• TEAM Guidance-HQ
• Systems issuesTeam.HelpDesk_at_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.