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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

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Transportation Pooled Fund Website – User Perspective

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  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 ?

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