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ST0502-PS101022} h �a $ RAFTS Workshop Regional And Project Tracking System Surface Transportation North Central Texas Council of Governments Technical Committee http: / /www.nctcog.org October 22 2010 Agenda • Purpose and Objectives Christie Jestis • Dashboard /Financial Reports/ Molly Rendon Archived Reports • County Funding /Project Detail/ Omar Barrios i Project Search • Online Reporting System Brian Murawski Financial Component • Online Reporting System Status Angela Smith Report Component 1 Purpose and Objectives • System • Provide open, transparent information to public and elected officials • Provide real -time data ,rto�tr • NCTCOG provides "fund" and project level data by account and county • Need implementing agencies to provide expenditures, project status, and photos • Workshop • Help agencies understand how the system works • Establish principles for data input by local agencies Background • Phase I • Initial MS Excel -based tracking system posted online • Included basic "fund" and project tracking • Completed in April 2009 • Phase II • Online RTR Tracking System • Includes interactive web display of "fund" and project data • Completed in September 2010 • Phase III • Incorporate all TIP projects into this system • Begins in FY 2011 2 l�rtr Dashboard /Financial Reports/ Archived Reports • Fund Balances • Interest • Reclassifications Z610 - 0 3 6,51,Iplo Disbursements -se,�- • Advances • Local Entity Disbursements • Available /Archived Reports County Funding/ Project Detail /Project Search • County balances /RTR project commitments • How to drill down to county- specific information • Three sections for projects that are: • On- system • Receiving advances • Loans • How to drill down to project specific information • How to add projects to your dashboard • How to search for projects /generate reports • Glossary/contact information — U_�e- 4, >< :. O, it c a ,L f -Q',.. �..� 3 Online Reporting System Financial & Status Report Components • Article 22 of TxDOT Agreement "...The Local Government shall provide to NCTCOG on a monthly basiS a report of expenses, including the Local Government's expenditure of local match funds. The report shall list separately the expenditures b pro/eCt phaSe as shown in Attachment A, including but not limited to engineering, environmental review, right of way acquisition, and construction. The report shall also describe intereSt earned on money from the SH 121 Subaccount, including the intereSt rate interest earned during the month, and cumulative interest earned. The report shall further describe the SWUS of developing the ProleCt • User Account Setup G� • IN Acct r • Creating a Report — http : / /rtr.dfwmaps.com /RTRinternal/ • Financial Reporting -interest Reporting -Expenditures by Phase �ll 5 All Ca A•-el %k - No C k 1�r Online Reporting System Financial and Status Report Components • Project Status Reporting y�pA • Phase Status Information i • Updating staff and completion dates for / each phase • Summarizing completed activities /work • Supporting Documentation • Phase attachments • Before /after photos El • Regional Toll Revenue Funding Initiative www.nctcog.org/trans/rtr • Regional Toll Revenue Tracking System Introduction www.nctcog.org/trans/rtr/tracking.asp • Regional Toll Revenue and Project Tracking System Public http://rtr.nctcog.org/ • Regional Toll Revenue and Project Tracking System Internal hftp://rtr.dfwmaps.com/RTRInternal/ • TIP Modification Policy & Online Modification System http://www.nctcog.org/trans/tir)/modification.asp 5