Transcript Transportation Pooled Fund Website: User Perspective

2012 AASHTO-RAC/TRB Summer Meeting
Linda Taylor,
MnDOT Director Research Services
July 2012
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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
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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
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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
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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
Minnesota State Aid
TPF-5(187)
2009
MN
TPF-5(256)
TPF-5(254)
TPF-5(254)
TPF-5(254)
TPF-5(254)
2011
2011
2012
2013
2014
Commit Dollar
$82,374
$10,000
$15,000
$15,000
$15,000
$15,000
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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
◦ 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
Stage 1: Date that request is ready for processing.
Stage 2: Date that transfer is processed in FMIS (If transfer is not processed, enter N/A and justify with
comment)
Stage 3: Date that Budget Office submits advice of funds for signature; N/A for State to State transfers or unprocessed
transfers.
Stage 4: If transfer is from the State to FHWA HQ (i.e. 040, 050, 060, etc), then the transfer is completed once the advice of funds is provided to
the HQ office. For state to state transfers, they are completed once the funds are moved within FMIS. N/A for unprocessed transfers.
ID #
From
To
FY
PC
TPF Project #
FY12-P- 540
WI
WI
2006
L550
TPF-5156
FY12-PFY12-PFY12-PFY12-PFY12-P-
MS
IL
NC
NC
GA
040
300
040
040
040
2012
2010
2010
2009
2011
L56E
L56E
L55E
L560
L56E
TPF-5412
TPF-5063
TPF-5412
TPF-5412
TPF-5412
719
722
723
724
726
Amount
Stage 1
$25,000.00 4/25/2012
$122,728.00
$25,000.00
$197,683.00
$65,894.00
$334,749.00
6/26/2012
6/26/2012
6/28/2012
6/28/2012
7/2/2012
Stage 2
Stage 3
Stage 4
Transfer
Completed
Comments
N/A
N/A
N/A
6/27/2012
6/27/2012
6/28/2012
6/28/2012
7/2/2012
7/9/2012
7/9/2012
7/9/2012
7/9/2012
7/9/2012
MT 04/27/2012: Returned - need
to clarify
Partners Commitment Summary by Agency
Agency Name
Number
Year
Minnesota State Aid
TPF-5(187)
2009
MN
TPF-5(256)
TPF-5(254)
TPF-5(254)
TPF-5(254)
TPF-5(254)
2011
2011
2012
2013
2014
Commit Dollar
$82,374
$10,000
$15,000
$15,000
$15,000
$15,000
List of Studies by Descending Study Numbers
Report Generated on July 21, 2012 1:46 PM
Study
Number
TPF-5(146)
Title
Evaluation of Modified Performance Grade Binders in Thin Lift
Maintenance Mixes, Surface Mix, and a Reflective Crack Relief
Layer Mix
TPF-5(145)
TPF-5(144)
Western Maintenance Partnership
Use of Video Feedback in Urban Teen Drivers
TPF-5(142)
TPF-5(141)
Status
Lead Agency
Cleared by
FHWA
Cleared by
FHWA
Closed
Massachusetts Department of
Transportation
Utah Department of Transportation
Iowa Department of Transportation
U.S. Participation in the Border Survey Component ofthe National
Roadside Survey
Study cancelled Federal Highway Administration
Cleared by
Pavement Surface Properties Consortium: A Research Program
FHWA
Virginia Department of Transportation
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Solicitation Detailed Information available
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Number
General & contract information,
Financial summary,
Commitments by organization,
Study detail
Title
1275 Updating U.S. Precipitation Frequency Estimates
for Texas
Status
Solicitation
posted
Lead Agency
Last Updated
Federal Highway
Administration
30-Jun-11
1294 Full-Scale Shake Table Testing to Evaluate Seismic Solicitation
Performance of Reinforced Soil Walls
posted
Washington State
Department of
Transportation
11-Oct-11
1310 Development and Implementation of NonDestructive Testing
Minnesota Department
of Transportation
Solicitation
posted
Sign up for automatic e-mail notification of new postings,
quarterly reports, and new commitment postings
1-Jul-12
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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
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View all records (all solicitation from your
agency)
Number
Title
Status
1310
Development and Implementation of
Non-Destructive Testing
Solicitation
posted
1330
2014 Asset Management Conference
Solicitation
and Training on Implementation
posted
Strategies
SPR-2(133)
Culvert Repair Practices
Objectives
fulfilled
SPR-2(134)
Test and Evaluation of Bridge Rails
and Transitions
Objectives
fulfilled
Commitments
Needed / Received
$150,000 /
$60,000
$60,000 /
$120,000
$0 /
$74,000
$0 /
$283,000
Your Commitments
$60,000
View Commitment
Details
View Documents
$10,000
View Commitment
Details
View Documents
$8,000
View Commitment
Details
View Documents
$15,000
View Commitment
Details
View Documents
Study
Number:
TPF-5(218)
Title:
Clear Roads Winter Highway
Operations Pooled Fund (continued
from TPF-5(092))
Commitments
Total
Required
$200,000.00
Total
Received
$2,005,000.00
Study
Partner:
California Department of
Transportation
Partner
Funding
Contact:
Partner
Technical
Contact:
Partner
Comments:
Pete Zaniewski
([email protected])
Phone: 916-654-9873
Pete Zaniewski
([email protected])
Phone: 916-654-9873
The Technical Contact should
be David Frame. We will
probably change the funding
contact but that is for
another day.
Year
2013
2014
2015
Commitments
$25,000.00
$25,000.00
$25,000.00
Only the lead state can view this level of information
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List of projects that closed out
 Project #, title, date and UDO balance
 Http link => spreadsheet
 Close-out memo
 State Obligations
 UDO balance by state
TRANSPORTATION POOLED FUND FINANCIAL CLOSE OUT ANALYSIS
CLOSED PROJECTS
(As of June 19, 2012)
No.
Project
Number
Lead
Agency
Title
Completed
Date of Memo
1
2
SPR-2(001) FHWA
SPR-2(126) FHWA
Application of Global Positioning Systems (GPS) for Transportation Planning
Integrated Drainage Design Computer System [Later labeled HYDRAIN]
X
X
May 18, 2011
May 17, 2012
3
4
SPR-2(127) FHWA
SPR-2(130) FHWA
Cost-Effective Geometric Design Standards for 3R Projects
Eastern Skid Test and Evaluation Center
X
X
September 18, 2009
September 8, 2008
5
SPR-2(131) FHWA
Conduct Field Tests Using Calcium Magnesium Acetate (CMA)
SPR-2(136) FHWA
FHWA Traffic Noise Model (FHWA TNM) Software, Validation, and Training
X
X
September 18, 2008
6
7
SPR-2(140) FHWA
Research Development Needs in Highway Construction Engineering
X
September 8, 2008
8
SPR-2(144) FHWA
Testing of Large & Small Sign Supports
X
May 17, 2012
May 18, 2011
UDO Balance
Link to Closeout Memo and Funding Spreadshe
0.00 http://www.pooledfund.org/Document/Download/2450
1,691.05 http://www.pooledfund.org/Document/Download/3511
http://www.pooledfund.org/documents/SPR-2_127/CloseOutMem
0.00 http://www.pooledfund.org/documents/SPR-2_130/CloseOutMem
0.00 http://www.pooledfund.org/documents/SPR-2_131/CloseOutMem
3,067.25 http://www.pooledfund.org/Document/Download/2439
0.00 http://www.pooledfund.org/Document/Download/2285
1,370.03 http://www.pooledfund.org/Document/Download/3513
Not fully functional still work being done
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SPR #, name, State, comment, status, completed
Two weeks old
Incorrect TPF transfers,
Transfers to incorrect state
Resolution old TPR accounts
Name
Name
State
SPR-2(203)
WENDY
Ohio
SPR-3(042)
SPR-3(075)
WENDY
IOWA
Iowa
SPR-3(082)
WENDY
Maryland
FMIS Exps = Delphi
Comments
Exps
Completed
05/31/11: State-leading Ohio's email was received here
to keep and remain this 2-203 project open; one more
outstanding 33k invoice and not suffice to fund that
invoice but first to reconcile; 07/28/11: still researching
and reconciling about 75% completion
no
7/28/2011
7/28/11: study completed. Reconciliation of file under
review
7/28/2011
reconciliation ongoing
3-3-11: pending for PM's final closure confirmation;
7/29/11 updating reconciliation based on info from MD
Yes
7/29/2011
Delphi is the federal accounting program needs to reconcile with FMIS
** Still working on improvements to this area
◦ 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
Project No.: TPF-5(000)
Project Manager: John Doe
as of DATE
Final
Invoice
Amount
State
$
Originally
Currently
Total
Committed Program Code Obligated in Obligated in Contribution
Expenditures
on Website (e.g., L560)
FMIS
FMIS
Percentage $376,193.71
Per State
Actual
Expenditure
UDO Distribution
Variance
Over/
Actual
(Under) Expense %
25.00%
94,048.42
94,048.42
5,951.
58
94,048.42
-
25.00%
45,000.00
11.25%
42,321.78
42,321.78
2,678.
22
42,321.78
-
11.25%
20,000.00
20,000.23
5.00%
18,809.69
18,809.69
1,190.
54
18,809.69
-
5.00%
Q560
20,000.00
20,000.00
5.00%
18,809.69
18,809.69
1,190.
31
18,809.69
-
5.00%
Q560
20,000.00
20,000.00
5.00%
18,809.69
18,809.69
1,190.
31
18,809.69
-
5.00%
CALIFORNIA
-
Q560
100,000.00 100,000.00
CONNECTICUT
-
Q560
45,000.00
DISTRICT OF
COLUMBIA
-
Q560
IDAHO
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ILLINOIS
-
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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
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Contacts
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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
Division
Financial Manager
First
Last
FM Phone
Michigan
Eric
Purkiss
517-702-1848
Minnesota
Sheri
Koch
651-291-6113
Financial Spec/Tech
First
Last
William
Roark
Chun
Guo
Evelyn
Nobert
Rhonda
Keil
Elizabeth (Lynn)
Pitts
FT
FS
FS
FS
AO
FT
FS
FS-FT/Phone
617-494-2014
517-702-1828
517-702-1838
651-291-6115
651-291-6106
Topic
Staff
Phone Number
E-Mail
Questions regarding the TPF
website
Lisa Williams
(202) 493-3375
[email protected]
ov
TPF Program Webmaster
webmaster@pooledfund.
org
Requests to Waive the
Matching Requirements for
Planning Related Pooled
Fund Studies
Kenneth
Petty
(202) 366-6654
[email protected]
Pool Fund Technical Support
Deb Fick
MnDOT
(651)366-3759
[email protected]