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Overview of Earmark Fixes and Enhancements. Release 3.0 October 2006. Earmark Overview. Earmarks are Federal funds allocated by Congress for a specific project Appropriations Committee publishes a list annually (October timeframe)
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Overview of EarmarkFixes and Enhancements Release 3.0 October 2006
Earmark Overview • Earmarks are Federal funds allocated by Congress for a specific project • Appropriations Committee publishes a list annually (October timeframe) • FTA TPM reviews the list and prepares them for upload to TEAM-Web
Earmarks Loaded into TEAM-Web • FTA may use the Earmark Report dynamic query to build tables to publish in the Federal Register in the future. • FTA may use the Earmark Report dynamic query to determine carryover amounts after YEC in the future. • Earmark Unreserved Balance will determine carryover amount to be entered into accounts.
Highlights for Earmark Release 3.0 • Earmark Unreserved Balance updated automatically at Reservation • New security roles for Earmark Administration • Tally fields for Project Information • Auto-check Deobligations as earmarked • Earmarks added to View/Print • GNS Feed Updates • More robust Query capability • Ability to monitor when grants are deobligated
Earmark Administration Earmarks are managed and modified through the Earmark Administration screen.
Earmark Administration Security • Access to Earmark Administration is now role-based. Roles are assigned to user accounts in the Security screen. • Earmark Administration standard access must be given to view Earmark Administration screen.
Earmark Administration Roles • A user with Earmark Administration standard access will be able to update Earmark Manager, Status, Comments and Recipient ID fields. • “Earmark HQ Manager” can edit many fields in Earmark Administration, exceptthe Earmark ID, FY, Program and any date updated or financial fields. • “Earmark Financial Manager” can edit most fields in Earmark Administration, including financial fields. User cannot edit the Earmark ID, FY, Program or any date updated fields.
User Access Request Forms • When assigning roles/privileges of Financial Manager and HQ Manager, TPM must sign-off. • Be prepared to sign and log authorized users for periodic review.
Earmark Administration Query • Search Criteria: • Earmark FY • Program • Number • State • Status • Lapse Year • If there is an earmark record in the database, the content will be displayed in the drop-down fields of the Query screen.
Earmark Query • Change of description from “Funds Expended” to “No Balance Remaining” • Three new status descriptions available: • Grantee seeking extension • Expect to obligate by end of FY • Expect to lapse
Earmark Query Results • To modify an earmark, click on the link of the earmark to be modified. • Once the earmark is highlighted, the earmark record will be displayed in the bottom part of the screen. • Click on the Edit button at the bottom of the record.
Earmark Administration Updates Status drop-down field allows users with standard access to Earmark Administration to update the Status of an earmark.
Earmark Administration Updates • The Comment field is available to supplement status updates in the Status drop-down field. • Users with standard access to Earmark Administration can edit the Earmark Manager, Status, Comments and Recipient ID fields.
Earmark Administration Updates • Earmark Financial Managers can edit most fields in Earmark Admin., including financial fields. • Earmark HQ Managers can edit many fields in Earmark Admin., but not the financial fields.
Discretionary Earmarks Discretionary Research Projects are now available in the Earmark Administration screen.
Project Information Earmark Tab The recipient will enter the earmark text and financial information via the Project Information screen. Earmarks are chosen via the Earmark Details lookup window.
Project Information Earmark Tab • When an earmark is added, the Number of Earmarks field automatically updates. • When the user enters the Amount Applied for each earmark, the Total Amount Applied field automatically updates.
Reservation Earmark checkbox is marked, if a project is earmarked
Compare Reservation to Earmarks • Total amount reserved and total amount applied are compared. If they do not match, a warning message is displayed. • User must correct earmark amount to continue.
Automatic Balance Update Earmark Unreserved Balance is automatically updated when an earmark project is reserved.
Release to GNS Once a project is reserved, Earmark is released to GNS via the Project Information screen.
Review/DOL Screen Once the grant is released from GNS, the Date Released must be manually entered in the Review/DOL screen.
Deobligation • If project is earmarked, the Type of Funding checkbox will be automatically marked. (Read-only) • If earmark money is deobligated, FTA staff will have to adjust the earmark in the Earmark Administration screen.
Earmark Grant Report • Earmark Grant Report now includes • Recipient Name • Deobligation Amount
View/Print Earmark information is displayed in View/Print under the Project Information section
Earmark Administration – Rights for Standard Access With only Earmark Administration checked under the Roles/Privileges tab, the user can only edit the Earmark Manager, Status, Comments and Recipient ID fields.
Earmark Administration Plus HQ Manager’s Rights With Earmark Admin. and HQ Mngr checked under the Roles tab, the user can edit many fields in Earmark Admin., but not the financial fields.
Earmark Administration – Plus Financial Manager’s Rights With Earmark Admin. and Financial Mgr checked in the Roles tab, the user can edit most fields in Earmark Admin, including some financial fields.
