1 / 18

Transportation Pooled Fund Website – User Perspective

Transportation Pooled Fund Website – User Perspective. 2012 AASHTO-RAC/TRB Summer Meeting Linda Taylor, MnDOT Director Research Services July 2012. Background. 1999 FHWA lead workshop to reengineer the TPF Program Development of TPF Fund Program Procedure Manual & TPF website

brede
Download Presentation

Transportation Pooled Fund Website – User Perspective

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Transportation Pooled Fund Website – User Perspective 2012 AASHTO-RAC/TRB Summer Meeting Linda Taylor, MnDOT Director Research Services July 2012

  2. Background • 1999 FHWA lead workshop to reengineer the TPF Program • Development of TPF Fund Program Procedure Manual & TPF website • Development of Transportation Pooled Fund Program Financial Process Guidebook • Enhanced Transportation Pooled Fund Website NCHRP 20-82

  3. MnDOT SP & R Program • Responsible for SP & R Part I –Planning • Responsible for SP & R Part II- Research • NCHRP and TRB Contributions • Active Pool Funds • FY11 Lead 11, • Participated in 23 • Research & Implementation projects (single state projects) • Research Support Contracts • AASHTO Technical Programs • SP & R Coordinator

  4. Research Manager Tips • Direct Access to FMIS Information • Open Solicitations Status & Management • Project Close-Outs and Reconciliation • Sample Forms • Resources • Contacts Tips and Hints to make your job easier

  5. Reports • TPF Program Financial Report (FMISM85A) • Persons by Agency • Studies by Lead Agency • Studies by Study Number • Partner Commitment Summary by Agency (PDF) • Partner Commitment Summary by Agency (Excel) • Partner Commitment Summary by Number Partners Commitment Summary by Agency Agency Name Number Year Commit Dollar Minnesota State Aid TPF-5(187) 2009 $82,374 MN TPF-5(256) 2011 $10,000 TPF-5(254) 2011 $15,000 TPF-5(254) 2012 $15,000 TPF-5(254) 2013 $15,000 TPF-5(254) 2014 $15,000

  6. Direct access to FMIS information TPF Program Financial Report • Current status of each pooled project • Search using CTL F key and enter TPF number (5218) or State (Minn) Funding listed newest to oldest Most current balance is listed first

  7. Direct access to FMIS information • Fiscal Year 2012 funding transfer requests • ID#, Fund transfer from state/to state, FY, PC, TPF number, amount and status transaction, comments • 2 tabs: in-progress, completed

  8. Reports Examples Partners Commitment Summary by Agency Agency Name Number Year Commit Dollar Minnesota State Aid TPF-5(187) 2009 $82,374 MN TPF-5(256) 2011 $10,000 TPF-5(254) 2011 $15,000 TPF-5(254) 2012 $15,000 TPF-5(254) 2013 $15,000 TPF-5(254) 2014 $15,000

  9. Open Solicitation • Solicitation Detailed Information available • General & contract information, • Financial summary, • Commitments by organization, • Study detail Sign up for automatic e-mail notification of new postings, quarterly reports, and new commitment postings

  10. Post/Updating Solicitations • Update the solicitation • View the details • View commitment details • Manage the documents (add or update documents) • Acceptance letters (don’t need send copy to each state) • 100% waivers letters • Quarterly Reports or other documents • One stop for all open solicitation Information

  11. Add/Update Commitments • View all records (all solicitation from your agency)

  12. View Commitment Details Only the lead state can view this level of information

  13. Spreadsheet of Closed Out Projects • List of projects that closed out • Project #, title, date and UDO balance • Http link => spreadsheet • Close-out memo • State Obligations • UDO balance by state Not fully functional still work being done

  14. Reconciliation Sheet • SPR #, name, State, comment, status, completed • Two weeks old • Incorrect TPF transfers, • Transfers to incorrect state • Resolution old TPR accounts Delphi is the federal accounting program needs to reconcile with FMIS ** Still working on improvements to this area

  15. Sample Forms & Tutorials Forms Library • Instructions for FHWA Transfer Requests • Form FHWA 1575 transfer funds to state that is lead agency • Form FHWA 1576 transfer funds to FHWA as the lead agency • Quarterly Report Form • Sample Funding Spreadsheet of a Completed Project *** Acceptance Letter & 100% Waive Request coming soon

  16. TPF Quarterly Webinar Archive • Website Transcript • Website Recording • PowerPoint presentation • OCT 23 Presentation (Jennifer Symoun) Great overview of new website features • Iowa DOT presentation • ALDOT presentation Great resources are available in many formats and level of detail

  17. Other Resources • Contacts • TPF Program • Request to Waive Match Requirements • FHWA Headquarters Program Office • FHWA Federal Aid Division Office • FHWA Division Office (financial staff) • TPF Program Procedure Manual • Glossary of General Terms

  18. Questions ?

More Related