Award Management Requirements: Availability of Final Circular, 4455-4459 [2017-00728]
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Federal Register / Vol. 82, No. 9 / Friday, January 13, 2017 / Notices
connection with these proceedings since
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in writing, before the end of the
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privacyNotice for the privacy notice of
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Robert C. Lauby,
Associate Administrator for Railroad Safety,
Chief Safety Officer.
[FR Doc. 2017–00693 Filed 1–12–17; 8:45 am]
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BILLING CODE 4910–06–P
DEPARTMENT OF TRANSPORTATION
Federal Transit Administration
[Docket No. FTA–2015–0030]
Award Management Requirements:
Availability of Final Circular
Federal Transit Administration
(FTA), DOT.
AGENCY:
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Notice of availability of final
circular.
ACTION:
The Federal Transit
Administration (FTA) has placed in the
docket and on its Web site guidance in
the form of FTA Circular 5010.1E,
‘‘Award Management Requirements,’’ to
facilitate implementation of FTA’s
assistance programs. The final Circular
updates the ‘‘Grant Management
Requirements’’ Circular 5010.1D to
reflect various changes in the law, as
well as FTA’s transition to a new
electronic award management system.
DATES: The effective date of the Circular
is February 13, 2017.
FOR FURTHER INFORMATION,
CONTACT: For program matters,
contact Pamela A. Brown, FTA Office of
Program Management, at (202) 493–
2503, or pamela.brown@dot.gov. For
legal matters, contact Linda W. Sorkin,
FTA Attorney Advisor, Office of Chief
Counsel, at (202) 366–0959 or
linda.sorkin@dot.gov.
SUPPLEMENTARY INFORMATION:
SUMMARY:
Availability of Final Circular
This notice provides a summary of the
final changes to the Award Management
Requirements Circular and responds to
comments received on the proposed
Circular. The final Circular itself is not
included in this notice; instead, an
electronic version may be found on
FTA’s Web site, at www.transit.dot.gov,
and in the docket, at
www.regulations.gov. Paper copies of
the final Circular may be obtained by
contacting FTA’s Administrative
Services Help Desk, at (202) 366–4865.
Table of Contents
I. Overview
II. Chapter-by-Chapter Analysis
A. General Comments
B. Chapter I—Introduction and Background
C. Chapter II—Circular Overview
D. Chapter III—Administration of the
Award
E. Chapter IV—Management of the Award
F. Chapter V—FTA Oversight
G. Chapter VI—Financial Management
H. Appendices
I. Overview
FTA is updating its Award
Management Requirements Circular
(formerly ‘‘Grant Management
Requirements’’ Circular) to incorporate
changes to FTA’s programs resulting
from enactment of FTA’s most recent
authorizing legislation, the Fixing
America’s Surface Transportation
(FAST) Act (Pub. L. 114–94, Dec. 4,
2015), as well as the Moving Ahead for
Progress in the 21st Century Act (MAP–
21) (Pub. L. 112–141, July 6, 2012). In
addition, the final Circular incorporates
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4455
Department of Transportation (DOT)
regulations, ‘‘Uniform Administrative
Requirements, Cost Principles, and
Audit Requirements for Federal
Awards,’’ 2 CFR part 1201, and changes
in the terms as used in FTA’s new
electronic award management system,
the Transit Award Management System
(TrAMS).
This notice provides a summary of
changes to FTA Circular 5010.1D,
‘‘Grant Management Requirements,’’
and addresses comments received in
response to the February 29, 2016,
Federal Register notice of proposed
circular and request for comments (81
FR 10358). The final Circular 5010.1E,
‘‘Award Management Requirements’’
becomes effective on February 13, 2017
and supersedes Circular 5010.1D.
On December 26, 2014, U.S. DOT
adopted the Office of Management and
Budget (OMB) regulatory guidance,
‘‘Uniform Administrative Requirements,
Cost Principles, and Audit
Requirements for Federal Awards,’’
(Uniform Guidance), 2 CFR part 200,
now incorporated by reference in U.S.
DOT regulations, 2 CFR part 1201. The
Uniform Guidance streamlines and adds
to the guidance formerly found in eight
OMB Circulars that have been
superseded by 2 CFR part 200. While 2
CFR part 1201 adopts most of the
Uniform Guidance, part 1201 does
contain several DOT-specific provisions.
U.S. DOT regulations, 2 CFR part
1201, apply to an FTA award and any
amendments thereto signed by an
authorized FTA official on or after
December 26, 2014. These regulations
supersede 49 CFR part 18, ‘‘Uniform
Administrative Requirements for Grants
and Cooperative Agreements to State
and Local Governments,’’ and 49 CFR
part 19, ‘‘Uniform Administrative
Requirements for Grants and
Agreements with Institutions of Higher
Education, Hospitals, and Other NonProfit Organizations,’’ except that Grants
and Cooperative Agreements executed
before December 26, 2014, continue to
be subject to 49 CFR parts 18 and 19 as
in effect on the date of such Grants or
Cooperative Agreements.
In addition to addressing changes to
federal law, the final Circular reflects
terminology changes for consistency
with FTA’s new electronic award
management system, TrAMS. The
Circular also clarifies FTA’s
requirements and processes, includes
FTA policies, and restructures FTA
Circular 5010.1D, ‘‘Grant Management
Requirements.’’ The final Circular
applies to Grants and Cooperative
Agreements when program-specific
requirements are not addressed in an
FTA program-specific Circular.
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II. Chapter-by-Chapter Analysis
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A. General Comments
Approximately 71 commenters
provided feedback to the docket in
response to the proposed Award
Management Requirements Circular,
including providers of public
transportation, State Departments of
Transportation, bus and bus part
manufacturers, members of Congress,
industry associations, and individuals.
Generally, commenters were
supportive of FTA’s efforts to update
this Circular. Several commenters
suggested the award management
process should be streamlined, with
Activity Line Items (ALIs) as general as
possible while still meeting FTA’s
oversight needs. Commenters suggested
that administrative staff time to receive
and then manage Awards is significant,
given the specificity of information
required, and that specific ALIs and
scope codes do not ensure better
oversight or stronger adherence to
federal law. Commenters suggested that
Grant Agreements and Cooperative
Agreements simply provide a ‘‘general
understanding of the project’’ in place of
the specific detail required currently.
FTA did not propose any changes to the
ALI and scope codes as the level of
information is necessary to define what
is being funded and to report on
program activities.
Commenters further suggested that, in
particular for states, FTA should
approach ‘‘Administration of Award’’ at
the recipient level, giving states more
flexibility to define projects for
subrecipients over the course of
implementing an Award. In response,
FTA’s practice is to approach
Administration of Award at the
recipient level. States and designated
recipients are required to have a State or
Program Management Plan and manage
subrecipient programs in compliance
with that plan. Further, when FTA last
issued the Rural Area Formula Program
Circular (C. 9040.1G), FTA made
streamlining efforts; for example,
commenters were supportive of FTA
providing flexibility to states when
making minor revisions to the program
of projects.
B. Chapter I—Introduction and
Background
Chapter I covers general information
regarding FTA, FTA’s authorizing
legislation, Grants.gov, and how to
contact FTA; this chapter also includes
definitions and acronyms used in the
Circular. In Chapter I, FTA proposed a
new list of acronyms and their
meanings, as well as changes to
definitions, particularly those needed
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for consistency with 49 U.S.C. chapter
53 as amended by the FAST Act and
MAP–21, the Uniform Guidance, and
TrAMS.
In the proposed Circular, FTA added
and amended numerous definitions to
align with changes in the law and
TrAMS. Some commenters noted
defined terms and acronyms that were
not included in the text of the
document; FTA has reviewed all
defined terms and acronyms to ensure
all are used in the text of the Circular.
Similarly, FTA has added terms (such as
‘‘Intelligent Transportation Systems,’’
‘‘Project Budget’’) in response to
commenters who noted the terms would
make the Circular easier to read.
A number of commenters suggested
small edits to some of the definitions,
and FTA adopted most of those
suggestions. For example, FTA has
amended the definition of the term
‘‘Rolling Stock Repowering’’ to clarify
that repowering does not require a
propulsion system to be replaced with
a different type of propulsion system,
and amended the definition of the term
‘‘Overhaul’’ to state that it applies to
revenue and non-revenue vehicles.
Where terms included in the Circular
are defined in regulation, FTA has not
amended the Circular definition; this
includes terms such as ‘‘Subrecipient’’
(2 CFR 200.93) and ‘‘Questioned Cost’’
(2 CFR 200.84). One commenter sought
a definition of ‘‘non-functional
landscaping’’; in response, FTA has
included examples of functional
landscaping in the definition of
‘‘Associated Transit Improvement.’’
Finally, several commenters
expressed concern with the definition of
‘‘Capital Asset,’’ both in reference to
proposed text indicating an asset with a
useful life of at least one year, and to the
value of capital assets, suggesting that
no individual asset with an initial value
below $50,000 should be deemed
capital for FTA purposes or tracked as
a unit of equipment. FTA has amended
the definition from a useful life of ‘‘at
least one year’’ to a useful life of ‘‘more
than one year.’’ In addition, FTA has
amended the definition for consistency
with the Uniform Guidance (2 CFR
200.12) and FTA’s Transit Asset
Management (TAM) rule (49 CFR 625.5).
Notably, the TAM rule requires an
inventory of ‘‘all capital assets that a
provider owns, except equipment with
an acquisition value under $50,000 that
is not a service vehicle.’’
C. Chapter II—Circular Overview
Chapter II covers general information
regarding the requirements and
procedures for FTA programs,
particularly when a program-specific
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Circular does not discuss a particular
issue.
Chapter II lists descriptions of new or
revised programs under 49 U.S.C.
chapter 53, as amended by the FAST
Act and MAP–21. As in Circular
5010.1D, Chapter II then discusses
various federal civil rights requirements,
such as those pertaining to the
Americans with Disabilities Act (ADA),
Title VI of the Civil Rights Act of 1964
(Title VI), Equal Employment
Opportunity (EEO), and Disadvantaged
Business Enterprise (DBE).
The proposed Circular provided
updates to Chapter II consistent with
changes in the law and FTA policy. FTA
has made some edits to this chapter for
clarity and ease of reading. In response
to comments, FTA had edited the
section on Disadvantaged Business
Enterprise (DBE), including Transit
Vehicle Manufacturers (TVM), and
closely reviewed to ensure the Circular
text is consistent with the DOT DBE
regulations.
D. Chapter III—Administration of the
Award
Chapter III provides more detail about
administrative requirements that
accompany an Award to ensure
compliance with 49 U.S.C. chapter 53
and the Uniform Guidance. While
Chapter III of the final Circular covers
the same information found in Circular
5010.1D, FTA proposed substantial
edits to this chapter.
In response to comments, FTA
included the stages of the Award Cycle
in a bulleted list, in order to provide
clarity for readers. In addition, the
Department is now using the term
‘‘notice of funding opportunity’’ or
NOFO, in place of ‘‘notice of funding
availability’’ or NOFA, so FTA has used
the acronym ‘‘NOFO’’ in the final
Circular.
In section 3, Reporting Requirements,
one commenter read the sentence,
‘‘FTA’s policy for reporting
requirements may vary depending on
the size of the recipient or the type or
amount of federal assistance the
recipient receives’’ as meaning the
recipient might be able to negotiate its
reporting requirements with FTA. The
sentence following the above-quoted
sentence is instructive: ‘‘The Award
may include special reporting
requirements.’’ In other words, there are
cases where additional reporting may be
required depending on the
circumstances; however, the basic
reporting requirements apply to all
recipients, with some variation as
necessary and appropriate, as
determined by FTA.
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A few commenters had questions
about the reporting requirements for
transit vehicle manufacturers (TVM).
The regulation at 49 CFR 26.49 requires
recipients to report to FTA the name of
the TVM contractor and the total dollar
amount of the contract to FTA within 30
days of entering into a contract for a
federally-funded vehicle. FTA has
amended the language in the Circular
for clarity. One commenter questioned
the threshold for reporting under the
Federal Funding Accountability and
Transparency Act of 2006 (FFATA)
(Pub. L. 109–282, Sept. 26, 2006). The
threshold for reporting is $25,000, not
$25 million as suggested by the
commenter.
Throughout Chapter III, FTA has
made edits as requested by commenters
to ensure consistency, add clarity, and
improve readability. Specifically, FTA
has edited the section on NTD reporting
to include additional information on the
small systems waiver, tribal reporting,
annual and monthly reports, and safety
reports. In addition, FTA has made
clarifying edits to the section on
modifications to the award, including
award budget revisions and
amendments to awards; as well as to the
section on award closeout.
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E. Chapter IV—Management of the
Award
Chapter IV includes guidance
regarding the management, use, and
disposition of FTA assisted assets,
including real property and the facilities
purchased or constructed thereon,
equipment consisting of rolling stock
and other items of personal property,
and supplies, consistent with 2 CFR part
1201 and 2 CFR part 200. It also
addresses the design and construction of
facilities in light of amendments to 49
U.S.C. chapter 53.
1. Real Property
One commenter sought clarity on the
text related to preliminary discussions
and preliminary negotiations related to
acquisition of real property. The text in
the Circular is clear that preliminary
discussions and preliminary
negotiations are two different activities.
FTA proposed that the paragraph,
‘‘title to real property’’ require the
recipient to include a covenant in the
title of the property acquired that
assures non-discrimination during the
useful life of the property. One
commenter suggested this covenant was
neither necessary nor customary for
commercial real estate transactions. The
U.S. DOT Title VI regulation at 49 CFR
21.7 provides, ‘‘the instrument effecting
or recording the transfer shall contain a
covenant running with the land assuring
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nondiscrimination for the period during
which the real property is used for a
purpose for which the federal financial
assistance is extended or for another
purpose involving the provision of
similar services or benefits.’’ There is a
similar provision in the Department’s
Section 504 regulation at 49 CFR 27.9.
Therefore, FTA has not amended the
language.
Some commenters had questions
about real property inventory and
reporting, with one commenter
recommending the inventory/reporting
requirements be removed, as pulling
data for property could be timeconsuming and expensive. To clarify,
the requirement applies only to new
federal awards made on or after
December 26, 2014. The Excess Real
Property and Utilization Plan continues
to apply to awards made prior to
December 26, 2014. FTA has made
clarifying edits to this section.
FTA received several comments
related to incidental use of federal
assets. The proposed Circular stated that
FTA approval would be required for
incidental use. One commenter
suggested FTA reconsider that proposal;
FTA has removed the language and
instead the final Circular states the
recipient must maintain satisfactory
continuing control over the asset, and
should consult with FTA before
continuing with incidental use. FTA
proposed that an incidental use
agreement should permit revocation by
the recipient. One commenter observed
that in its experience, few incidental
users would agree to a revocation
provision, and suggested FTA strike the
language or clarify that a revocation
clause may be commercially reasonable
under certain circumstances. FTA has
accepted the suggestion and added the
words, ‘‘if commercially feasible’’ to the
provision. Two commenters asked about
‘‘no-income incidental use’’; in
response, FTA has provided examples
of no-income use.
One commenter suggested the
language on shared use was not clear as
to whether a non-transit partner is free
to sell or lease the part of the property
that the partner is occupying. FTA has
added text to this section to be clear that
the recipient must maintain satisfactory
continuing control of the property.
2. Equipment, Supplies, and Rolling
Stock
Section 4 of Chapter IV addresses
issues pertaining to the acquisition, use,
management, and disposition of
equipment and supplies, including
rolling stock.
FTA received several comments
pertaining to useful life of rolling stock.
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One commenter suggested the useful life
of a trolley should be the same as that
of a bus, given they operate in the same
environment. The Circular indicates
that trolleys with combustion engines
do have the same useful life as a bus of
similar size. Trolleys that operate on
overhead catenaries have a longer useful
life as the propulsion system lasts
longer than combustion engines. For
rebuilt buses, FTA proposed the
additional useful life be the remaining
useful life at the time of rebuild plus
four years. One commenter suggested
the extension of useful life be based on
the cost of repowering the vehicle, and
two commenters suggested that FTA
add a mileage option to the useful life,
in addition to years. FTA declines to
accept the first suggestion, and we have
amended the Circular to include ‘‘or
miles equivalent to four years.’’
FTA specifically sought comment on
whether the current useful life
requirement for buses discourages the
consideration of zero emission
technology, and if so, what an
appropriate useful life requirement for
these vehicles should be and/or whether
these requirements should change over
time as the technology advances. One
commenter suggested that FTA consider
reassessing its useful life and spare ratio
requirements for zero emission vehicles.
One commenter suggested that a rigid
useful life requirement prevents transit
agencies from adopting new
technologies when they are first
introduced. The commenter suggested
that a graduated useful life policy for
new technologies would mean that
manufacturers would commit to a
certain durability, but recipients would
have the option to upgrade prior to the
end of the useful life of the vehicles
they’ve acquired, as additional
technologies become available. FTA did
not receive information sufficient to
determine another method of
determining whether useful life for zero
emission technology would be sufficient
or appropriate and has retained the
current language.
Several commenters addressed zero
emission buses and spare ratio
requirements. The proposed Circular
added the introduction of zero emission
vehicles as a reason that an agency
would be permitted to maintain their
contingency fleet. One commenter noted
that at times, it has experienced up to
45 percent of the zero emission fleet out
of commission due to mechanical
issues, and a 20 percent spare ratio does
not fill that gap. Some commenters
suggested removing advanced
technology vehicles from the spare ratio
calculation. Another commenter
suggested that, absent a spare ratio
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policy specifically for zero emission
buses, FTA’s proposal of permitting
agencies to include vehicles that have
met their useful life in their contingency
fleet if the agency is adding zero
emission vehicles into its fleet is a
reasonable solution. Another
commenter suggested that newer
technology should not be considered for
the spare ratio until the technology is at
least five years old and the industry has
an understanding of the durability of the
technology. In response to these
concerns as well as to a comment
requesting additional information on
contingency fleets, FTA has added
language to clarify the use of vehicles
held in a contingency fleet. In addition,
FTA has retained language from the
proposed Circular that permits an
agency to seek a spare ratio deviation
from FTA for no more than two (2)
years.
Similarly, some commenters
requested the spare ratio be increased to
25 percent and increased proportionally
for fleets with an average vehicle age
exceeding 12 years or an average vehicle
mileage greater than 500,000. There may
be situations in which a recipient may
want to seek a spare ratio deviation from
FTA, or keep vehicles in a contingency
fleet, and the final Circular provides
guidance on these issues.
Several small operators had questions
about spare ratio requirements for
smaller fleets. The proposed Circular
stated that the spare ratio requirement of
20 percent applies to recipients
operating 50 or more fixed route buses
in peak service, but was silent as to the
ratio requirement for operators with
fewer than 50 fixed route buses in peak
service. FTA does not set a specific
spare ratio for smaller operators, but
expects the number of spare buses to be
reasonable taking into account the
number of vehicles and variety of
vehicle types and sizes. We have added
this information to the final Circular for
clarity.
3. Remanufactured Vehicles
Almost every commenter to the
docket commented on FTA’s proposals
related to remanufactured vehicles.
Generally, commenters objected to FTA
including this information in a Circular;
asserted that remanufactured vehicles
should not be subject to bus testing,
useful life, and other requirements that
apply to new vehicles; and asserted that
remanufactured vehicles have already
undergone testing, proven reliable over
the years, and have provided value,
particularly to smaller transit providers.
Commenters asserted that FTA’s efforts
to define the remanufacturing process
limits the manufacturer’s ability to
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control the cost of the remanufacturing
process, and that requiring
remanufactured vehicles to comply with
new bus requirements would diminish
the cost and time savings in the
remanufacturing process, and likely
eliminate remanufactured buses as a
viable option.
FTA’s previous Grant Management
Requirements Circular did not
specifically address requirements for the
purchase of previously-owned and/or
remanufactured vehicles purchased
from a third party. As the
remanufactured vehicle market has
developed, FTA has received questions
from recipients on what requirements
apply to the acquisition of these
vehicles if using FTA funding. As the
previous Circular applied Buy America,
useful life, and Bus Testing
requirements to the acquisition of
vehicles in general, unless FTA
provided for otherwise, those
requirements would have applied to the
acquisition of all vehicles whether new
or previously owned.
While FTA will continue to study the
issue, FTA has modified its
requirements in the final Circular to
provide guidance for these
procurements without proscribing
specific performance characteristics. For
clarification, FTA has added a
definition of previously-owned vehicles
and modified its definition of
remanufactured vehicles to be a subset
of previously-owned vehicles. FTA has
added language permitting funds to be
used to purchase previously-owned
vehicles that had previously met FTA’s
Bus Testing and Buy America
requirements. Recipients are required to
identify their intent to purchase
previously-owned vehicles and identify
the proposed useful life in their
procurement. As part of the bid or
proposal the recipient is required to
obtain from the vendor certification and
documentation ascertaining that
applicable Bus Testing and Buy
America requirements have been met by
the original owner.
Additionally, for remanufactured
vehicles, the remanufacturer would
need to demonstrate compliance with
Buy America and DBE TVM
requirements. No additional bus testing
would be required for the
remanufactured vehicles.
Further, FTA has not added any new
requirements for bus overhauls or bus
rebuilds for work on buses a recipient
already owns, whether or not the work
is done by the recipient or contracted.
4. Other
FTA proposed a number of changes to
the section on capital leases, in
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accordance with changes to the law
pursuant to the FAST Act. One
commenter suggested that the
organization of the provisions in the
proposed Circular was confusing and
did not clearly indicate when FTA’s
capital leasing regulation, 49 CFR part
639, applies and when it doesn’t, nor
did it adequately explain when section
3019 of the FAST Act applies. Another
commenter asked for specificity related
to the applicability of 49 CFR part 639.
FTA has amended the text of the final
Circular to clarify these matters.
Several commenters had questions
and suggestions related to disposition of
assets. One commenter asked about
disposal costs of assets that have
become liabilities, as when a bus or
railcar is at the end of or past its useful
life and there is no buyer for the asset.
Disposal of assets is considered an
operating cost and thus may be an
eligible expense for recipients in small
urbanized or rural areas. Often, these
assets do have a salvage value that can
offset transportation and disposal costs.
To the extent there remains a federal
interest in the asset disposed of, the
final Circular provides that a recipient
may subtract $500 or ten percent of the
proceeds, whichever is less, for selling
and handling expenses, from the
amount due to FTA.
For calculating the federal interest in
an asset, one commenter requested
information on how fair market value is
determined. Generally, fair market value
is determined by the value an unrelated
party is willing to pay for an asset. This
may be obtained by advertising the asset
for sale, seeking an estimate from
dealers, published values for assets (e.g.,
blue book value), prior experience in
valuation of similar assets, selling the
asset for scrap, or any reasonable means
the recipient has to access to in order to
determine the remaining value of the
asset.
Section 5 of Chapter IV provides
information on design and construction
of facilities, sets forth references to
major environmental laws and
regulations that affect the design and
construction of facilities, and clarifies
force account requirements.
One commenter objected to language
in the proposed Circular stating that
recipients agree to comply with FTA
‘‘recommendations and determinations’’
pertaining to its review of construction
plans and specifications, given the
recipient is responsible for managing
the Award. The commenter asserted the
language suggests FTA would take full
control of the Award. Similarly, the
commenter suggested that language
providing the FTA regional office
should be consulted to determine
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whether FTA review is necessary to
advance the Award to the next level of
design could delay Awards.
Importantly, the text does not state that
FTA will manage or take control of the
Award. However, there may be
instances in which FTA or its
contractors observe a situation that must
be addressed, such as a failure to
comply with the law. Thus, FTA has not
amended the language in the final
Circular.
FTA received two comments related
to force accounts: one commenter asked
whether a force account plan is required
for preventive maintenance, and one
commenter asked whether the
requirement for force account plans was
subject to the Paperwork Reduction Act.
First, a force account plan is not
required for preventive maintenance.
Second, FTA has paperwork collection
approvals for all of its federal assistance
programs. Paperwork submissions and
recordkeeping requirements are
captured in those approvals.
In addition to the changes described
above, FTA made minor edits to the text
of Chapter IV for clarity.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
F. Chapter V—FTA Oversight
Chapter V includes guidance
regarding the various types of reviews
that FTA conducts. Reviews are grouped
in the following categories: (1) Program
Oversight, (2) Safety Oversight, and (3)
Project Oversight.
FTA received one comment related to
Chapter V. The commenter asked if FTA
intended to use the term ‘‘project
sponsor’’ instead of ‘‘recipient.’’ In
response, FTA edited the text to state,
‘‘project sponsor or recipient.’’ In
addition, FTA made minor, clarifying
edits to this chapter.
G. Chapter VI—Financial Management
Chapter VI includes guidance
regarding internal controls, non-federal
share, financial plan, federal principles
for determining allowable costs, indirect
costs, program income, annual audit,
payment procedures, de-obligation of
federal assistance, debt service reserve,
and the right to terminate.
Farebox Revenues is discussed in the
Program Income section of Chapter VI,
found at section 7(i). For purposes of
operating assistance grants, farebox
revenues are deducted from the eligible
operating expenses to derive the ‘‘net
project cost.’’ The question regarding
FTA’s treatment of farebox revenues for
recipients of capital assistance arose in
light of the proposed definition of
program income in proposed FTA
Circular 5010.1E. Although FTA
Circular 5010.1D does not discuss the
relationship, if any, between program
VerDate Sep<11>2014
19:06 Jan 12, 2017
Jkt 241001
income and farebox revenue, the
proposed Circular 5010.1E included
explicit language listing farebox revenue
as a type of program income. Whereas
Circular 5010.1D allowed program
income to be spent ‘‘for public
transportation purposes,’’ the proposed
Circular permits program income to be
spent only on allowable costs. Under
Circular 5010.1D, there are no federal
requirements governing the disposition
of program income earned after the end
of the period of performance (i.e., after
the ending date of the final Federal
Financial Report), unless the terms of
the agreement or the federal agency
regulations provide otherwise. In
proposed Circular 5010.1E, FTA has
included an exception to this general
rule for farebox revenue states that
farebox revenue retains its status as
program income after the close of the
Award. FTA has made edits to Chapter
VI to withdraw these changes and
clarify these points.
FTA received several comments
related to indirect costs. One commenter
noted that the discussion of indirect
costs in section 6 of Chapter VI
contained a different definition than
that found in the definitions section of
Chapter I. Specifically, the text in
Chapter VI contains additional language
relating to states and local governments
and Cost Allocation Plans found in 2
CFR 200.416. We have clarified the
language in Chapter VI.
One commenter suggested that FTA
clarify that cost allocation plans will not
apply to every recipient. The
commenter also suggested that FTA
clarify that indirect cost proposals and
cost allocation plans are separate
documents. FTA has made edits to
Chapter VI to clarify these points.
One commenter indicated that
reporting indirect costs on a cumulative
basis in the Federal Financial Report
(FFR) would require adding many lines
to the FFR. Further, the commenter
noted that indirect costs currently are
not reported for subrecipients. In
response, FTA agrees that cumulative
reporting will add lines to the FFR.
However, indirect cost rates should be
reported for the reporting agency, not
for subrecipients. Documentation and
reporting on subawards and contractual
indirect cost rates should be maintained
by the recipient and collected as part of
its subrecipient monitoring. We have
made edits to Appendix B to provide
additional guidance to recipients for
this reporting requirement. In addition,
a commenter suggested that the
requirement to identify the indirect cost
rate as a separate budget line item
‘‘would require recipients to provide a
level of budget detail that will be
PO 00000
Frm 00181
Fmt 4703
Sfmt 4703
4459
impossible to meet.’’ The commenter
asserted that many Awards contain
multiple projects, and many projects are
funded by multiple Awards. However,
the indirect cost rate should be the same
across multiple Awards and multiple
projects, as indirect cost rates are not
determined on an Award by Award or
project by project basis.
H. Appendices
As stated in the summary under
Chapter VI, FTA has amended
Appendix B, Federal Financial Report,
for clarity in reporting indirect costs.
FTA has reversed the order of
proposed Appendices F and G, such
that now Appendix F is Cost Allocation
Plans and Appendix G is Indirect Cost
Rate Proposals.
FTA struck proposed Appendix J,
‘‘Award Amendments and Budget
Revision Guidelines,’’ as the
information is otherwise available on
FTA’s Web site at https://
www.transit.dot.gov/trams.
In addition to the above, FTA made
minor, clarifying edits to the
appendices.
Carolyn Flowers,
Acting Administrator.
[FR Doc. 2017–00728 Filed 1–12–17; 8:45 am]
BILLING CODE 4910–57–P
DEPARTMENT OF THE TREASURY
Community Development Financial
Institutions Fund
Community Development Advisory
Board Meeting
ACTION:
Notice of open meeting.
This notice announces the
next meeting of the Community
Development Advisory Board (the
Advisory Board), which provides advice
to the Director of the Community
Development Financial Institutions
Fund (the CDFI Fund). The meeting will
be conducted via telephone conference
call.
DATES: The meeting will be held from
2:00 p.m. to 3:00 p.m. Eastern Standard
Time on Monday, January 30, 2017.
Submission of Written Statements:
Participation in the discussions at the
meeting will be limited to Advisory
Board members, Department of the
Treasury staff, and certain invited
guests. Anyone who would like to have
the Advisory Board consider a written
statement must submit it by 5:00 p.m.
Eastern Standard Time on Monday,
January 23, 2017. Send paper statements
to Bill Luecht, Senior Advisor, Office of
SUMMARY:
E:\FR\FM\13JAN1.SGM
13JAN1
Agencies
[Federal Register Volume 82, Number 9 (Friday, January 13, 2017)]
[Notices]
[Pages 4455-4459]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-00728]
-----------------------------------------------------------------------
DEPARTMENT OF TRANSPORTATION
Federal Transit Administration
[Docket No. FTA-2015-0030]
Award Management Requirements: Availability of Final Circular
AGENCY: Federal Transit Administration (FTA), DOT.
ACTION: Notice of availability of final circular.
-----------------------------------------------------------------------
SUMMARY: The Federal Transit Administration (FTA) has placed in the
docket and on its Web site guidance in the form of FTA Circular
5010.1E, ``Award Management Requirements,'' to facilitate
implementation of FTA's assistance programs. The final Circular updates
the ``Grant Management Requirements'' Circular 5010.1D to reflect
various changes in the law, as well as FTA's transition to a new
electronic award management system.
DATES: The effective date of the Circular is February 13, 2017.
FOR FURTHER INFORMATION, CONTACT: For program matters, contact
Pamela A. Brown, FTA Office of Program Management, at (202) 493-2503,
or pamela.brown@dot.gov. For legal matters, contact Linda W. Sorkin,
FTA Attorney Advisor, Office of Chief Counsel, at (202) 366-0959 or
linda.sorkin@dot.gov.
SUPPLEMENTARY INFORMATION:
Availability of Final Circular
This notice provides a summary of the final changes to the Award
Management Requirements Circular and responds to comments received on
the proposed Circular. The final Circular itself is not included in
this notice; instead, an electronic version may be found on FTA's Web
site, at www.transit.dot.gov, and in the docket, at
www.regulations.gov. Paper copies of the final Circular may be obtained
by contacting FTA's Administrative Services Help Desk, at (202) 366-
4865.
Table of Contents
I. Overview
II. Chapter-by-Chapter Analysis
A. General Comments
B. Chapter I--Introduction and Background
C. Chapter II--Circular Overview
D. Chapter III--Administration of the Award
E. Chapter IV--Management of the Award
F. Chapter V--FTA Oversight
G. Chapter VI--Financial Management
H. Appendices
I. Overview
FTA is updating its Award Management Requirements Circular
(formerly ``Grant Management Requirements'' Circular) to incorporate
changes to FTA's programs resulting from enactment of FTA's most recent
authorizing legislation, the Fixing America's Surface Transportation
(FAST) Act (Pub. L. 114-94, Dec. 4, 2015), as well as the Moving Ahead
for Progress in the 21st Century Act (MAP-21) (Pub. L. 112-141, July 6,
2012). In addition, the final Circular incorporates Department of
Transportation (DOT) regulations, ``Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for Federal
Awards,'' 2 CFR part 1201, and changes in the terms as used in FTA's
new electronic award management system, the Transit Award Management
System (TrAMS).
This notice provides a summary of changes to FTA Circular 5010.1D,
``Grant Management Requirements,'' and addresses comments received in
response to the February 29, 2016, Federal Register notice of proposed
circular and request for comments (81 FR 10358). The final Circular
5010.1E, ``Award Management Requirements'' becomes effective on
February 13, 2017 and supersedes Circular 5010.1D.
On December 26, 2014, U.S. DOT adopted the Office of Management and
Budget (OMB) regulatory guidance, ``Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for Federal
Awards,'' (Uniform Guidance), 2 CFR part 200, now incorporated by
reference in U.S. DOT regulations, 2 CFR part 1201. The Uniform
Guidance streamlines and adds to the guidance formerly found in eight
OMB Circulars that have been superseded by 2 CFR part 200. While 2 CFR
part 1201 adopts most of the Uniform Guidance, part 1201 does contain
several DOT-specific provisions.
U.S. DOT regulations, 2 CFR part 1201, apply to an FTA award and
any amendments thereto signed by an authorized FTA official on or after
December 26, 2014. These regulations supersede 49 CFR part 18,
``Uniform Administrative Requirements for Grants and Cooperative
Agreements to State and Local Governments,'' and 49 CFR part 19,
``Uniform Administrative Requirements for Grants and Agreements with
Institutions of Higher Education, Hospitals, and Other Non-Profit
Organizations,'' except that Grants and Cooperative Agreements executed
before December 26, 2014, continue to be subject to 49 CFR parts 18 and
19 as in effect on the date of such Grants or Cooperative Agreements.
In addition to addressing changes to federal law, the final
Circular reflects terminology changes for consistency with FTA's new
electronic award management system, TrAMS. The Circular also clarifies
FTA's requirements and processes, includes FTA policies, and
restructures FTA Circular 5010.1D, ``Grant Management Requirements.''
The final Circular applies to Grants and Cooperative Agreements when
program-specific requirements are not addressed in an FTA program-
specific Circular.
[[Page 4456]]
II. Chapter-by-Chapter Analysis
A. General Comments
Approximately 71 commenters provided feedback to the docket in
response to the proposed Award Management Requirements Circular,
including providers of public transportation, State Departments of
Transportation, bus and bus part manufacturers, members of Congress,
industry associations, and individuals.
Generally, commenters were supportive of FTA's efforts to update
this Circular. Several commenters suggested the award management
process should be streamlined, with Activity Line Items (ALIs) as
general as possible while still meeting FTA's oversight needs.
Commenters suggested that administrative staff time to receive and then
manage Awards is significant, given the specificity of information
required, and that specific ALIs and scope codes do not ensure better
oversight or stronger adherence to federal law. Commenters suggested
that Grant Agreements and Cooperative Agreements simply provide a
``general understanding of the project'' in place of the specific
detail required currently. FTA did not propose any changes to the ALI
and scope codes as the level of information is necessary to define what
is being funded and to report on program activities.
Commenters further suggested that, in particular for states, FTA
should approach ``Administration of Award'' at the recipient level,
giving states more flexibility to define projects for subrecipients
over the course of implementing an Award. In response, FTA's practice
is to approach Administration of Award at the recipient level. States
and designated recipients are required to have a State or Program
Management Plan and manage subrecipient programs in compliance with
that plan. Further, when FTA last issued the Rural Area Formula Program
Circular (C. 9040.1G), FTA made streamlining efforts; for example,
commenters were supportive of FTA providing flexibility to states when
making minor revisions to the program of projects.
B. Chapter I--Introduction and Background
Chapter I covers general information regarding FTA, FTA's
authorizing legislation, Grants.gov, and how to contact FTA; this
chapter also includes definitions and acronyms used in the Circular. In
Chapter I, FTA proposed a new list of acronyms and their meanings, as
well as changes to definitions, particularly those needed for
consistency with 49 U.S.C. chapter 53 as amended by the FAST Act and
MAP-21, the Uniform Guidance, and TrAMS.
In the proposed Circular, FTA added and amended numerous
definitions to align with changes in the law and TrAMS. Some commenters
noted defined terms and acronyms that were not included in the text of
the document; FTA has reviewed all defined terms and acronyms to ensure
all are used in the text of the Circular. Similarly, FTA has added
terms (such as ``Intelligent Transportation Systems,'' ``Project
Budget'') in response to commenters who noted the terms would make the
Circular easier to read.
A number of commenters suggested small edits to some of the
definitions, and FTA adopted most of those suggestions. For example,
FTA has amended the definition of the term ``Rolling Stock Repowering''
to clarify that repowering does not require a propulsion system to be
replaced with a different type of propulsion system, and amended the
definition of the term ``Overhaul'' to state that it applies to revenue
and non-revenue vehicles. Where terms included in the Circular are
defined in regulation, FTA has not amended the Circular definition;
this includes terms such as ``Subrecipient'' (2 CFR 200.93) and
``Questioned Cost'' (2 CFR 200.84). One commenter sought a definition
of ``non-functional landscaping''; in response, FTA has included
examples of functional landscaping in the definition of ``Associated
Transit Improvement.''
Finally, several commenters expressed concern with the definition
of ``Capital Asset,'' both in reference to proposed text indicating an
asset with a useful life of at least one year, and to the value of
capital assets, suggesting that no individual asset with an initial
value below $50,000 should be deemed capital for FTA purposes or
tracked as a unit of equipment. FTA has amended the definition from a
useful life of ``at least one year'' to a useful life of ``more than
one year.'' In addition, FTA has amended the definition for consistency
with the Uniform Guidance (2 CFR 200.12) and FTA's Transit Asset
Management (TAM) rule (49 CFR 625.5). Notably, the TAM rule requires an
inventory of ``all capital assets that a provider owns, except
equipment with an acquisition value under $50,000 that is not a service
vehicle.''
C. Chapter II--Circular Overview
Chapter II covers general information regarding the requirements
and procedures for FTA programs, particularly when a program-specific
Circular does not discuss a particular issue.
Chapter II lists descriptions of new or revised programs under 49
U.S.C. chapter 53, as amended by the FAST Act and MAP-21. As in
Circular 5010.1D, Chapter II then discusses various federal civil
rights requirements, such as those pertaining to the Americans with
Disabilities Act (ADA), Title VI of the Civil Rights Act of 1964 (Title
VI), Equal Employment Opportunity (EEO), and Disadvantaged Business
Enterprise (DBE).
The proposed Circular provided updates to Chapter II consistent
with changes in the law and FTA policy. FTA has made some edits to this
chapter for clarity and ease of reading. In response to comments, FTA
had edited the section on Disadvantaged Business Enterprise (DBE),
including Transit Vehicle Manufacturers (TVM), and closely reviewed to
ensure the Circular text is consistent with the DOT DBE regulations.
D. Chapter III--Administration of the Award
Chapter III provides more detail about administrative requirements
that accompany an Award to ensure compliance with 49 U.S.C. chapter 53
and the Uniform Guidance. While Chapter III of the final Circular
covers the same information found in Circular 5010.1D, FTA proposed
substantial edits to this chapter.
In response to comments, FTA included the stages of the Award Cycle
in a bulleted list, in order to provide clarity for readers. In
addition, the Department is now using the term ``notice of funding
opportunity'' or NOFO, in place of ``notice of funding availability''
or NOFA, so FTA has used the acronym ``NOFO'' in the final Circular.
In section 3, Reporting Requirements, one commenter read the
sentence, ``FTA's policy for reporting requirements may vary depending
on the size of the recipient or the type or amount of federal
assistance the recipient receives'' as meaning the recipient might be
able to negotiate its reporting requirements with FTA. The sentence
following the above-quoted sentence is instructive: ``The Award may
include special reporting requirements.'' In other words, there are
cases where additional reporting may be required depending on the
circumstances; however, the basic reporting requirements apply to all
recipients, with some variation as necessary and appropriate, as
determined by FTA.
[[Page 4457]]
A few commenters had questions about the reporting requirements for
transit vehicle manufacturers (TVM). The regulation at 49 CFR 26.49
requires recipients to report to FTA the name of the TVM contractor and
the total dollar amount of the contract to FTA within 30 days of
entering into a contract for a federally-funded vehicle. FTA has
amended the language in the Circular for clarity. One commenter
questioned the threshold for reporting under the Federal Funding
Accountability and Transparency Act of 2006 (FFATA) (Pub. L. 109-282,
Sept. 26, 2006). The threshold for reporting is $25,000, not $25
million as suggested by the commenter.
Throughout Chapter III, FTA has made edits as requested by
commenters to ensure consistency, add clarity, and improve readability.
Specifically, FTA has edited the section on NTD reporting to include
additional information on the small systems waiver, tribal reporting,
annual and monthly reports, and safety reports. In addition, FTA has
made clarifying edits to the section on modifications to the award,
including award budget revisions and amendments to awards; as well as
to the section on award closeout.
E. Chapter IV--Management of the Award
Chapter IV includes guidance regarding the management, use, and
disposition of FTA assisted assets, including real property and the
facilities purchased or constructed thereon, equipment consisting of
rolling stock and other items of personal property, and supplies,
consistent with 2 CFR part 1201 and 2 CFR part 200. It also addresses
the design and construction of facilities in light of amendments to 49
U.S.C. chapter 53.
1. Real Property
One commenter sought clarity on the text related to preliminary
discussions and preliminary negotiations related to acquisition of real
property. The text in the Circular is clear that preliminary
discussions and preliminary negotiations are two different activities.
FTA proposed that the paragraph, ``title to real property'' require
the recipient to include a covenant in the title of the property
acquired that assures non-discrimination during the useful life of the
property. One commenter suggested this covenant was neither necessary
nor customary for commercial real estate transactions. The U.S. DOT
Title VI regulation at 49 CFR 21.7 provides, ``the instrument effecting
or recording the transfer shall contain a covenant running with the
land assuring nondiscrimination for the period during which the real
property is used for a purpose for which the federal financial
assistance is extended or for another purpose involving the provision
of similar services or benefits.'' There is a similar provision in the
Department's Section 504 regulation at 49 CFR 27.9. Therefore, FTA has
not amended the language.
Some commenters had questions about real property inventory and
reporting, with one commenter recommending the inventory/reporting
requirements be removed, as pulling data for property could be time-
consuming and expensive. To clarify, the requirement applies only to
new federal awards made on or after December 26, 2014. The Excess Real
Property and Utilization Plan continues to apply to awards made prior
to December 26, 2014. FTA has made clarifying edits to this section.
FTA received several comments related to incidental use of federal
assets. The proposed Circular stated that FTA approval would be
required for incidental use. One commenter suggested FTA reconsider
that proposal; FTA has removed the language and instead the final
Circular states the recipient must maintain satisfactory continuing
control over the asset, and should consult with FTA before continuing
with incidental use. FTA proposed that an incidental use agreement
should permit revocation by the recipient. One commenter observed that
in its experience, few incidental users would agree to a revocation
provision, and suggested FTA strike the language or clarify that a
revocation clause may be commercially reasonable under certain
circumstances. FTA has accepted the suggestion and added the words,
``if commercially feasible'' to the provision. Two commenters asked
about ``no-income incidental use''; in response, FTA has provided
examples of no-income use.
One commenter suggested the language on shared use was not clear as
to whether a non-transit partner is free to sell or lease the part of
the property that the partner is occupying. FTA has added text to this
section to be clear that the recipient must maintain satisfactory
continuing control of the property.
2. Equipment, Supplies, and Rolling Stock
Section 4 of Chapter IV addresses issues pertaining to the
acquisition, use, management, and disposition of equipment and
supplies, including rolling stock.
FTA received several comments pertaining to useful life of rolling
stock. One commenter suggested the useful life of a trolley should be
the same as that of a bus, given they operate in the same environment.
The Circular indicates that trolleys with combustion engines do have
the same useful life as a bus of similar size. Trolleys that operate on
overhead catenaries have a longer useful life as the propulsion system
lasts longer than combustion engines. For rebuilt buses, FTA proposed
the additional useful life be the remaining useful life at the time of
rebuild plus four years. One commenter suggested the extension of
useful life be based on the cost of repowering the vehicle, and two
commenters suggested that FTA add a mileage option to the useful life,
in addition to years. FTA declines to accept the first suggestion, and
we have amended the Circular to include ``or miles equivalent to four
years.''
FTA specifically sought comment on whether the current useful life
requirement for buses discourages the consideration of zero emission
technology, and if so, what an appropriate useful life requirement for
these vehicles should be and/or whether these requirements should
change over time as the technology advances. One commenter suggested
that FTA consider reassessing its useful life and spare ratio
requirements for zero emission vehicles. One commenter suggested that a
rigid useful life requirement prevents transit agencies from adopting
new technologies when they are first introduced. The commenter
suggested that a graduated useful life policy for new technologies
would mean that manufacturers would commit to a certain durability, but
recipients would have the option to upgrade prior to the end of the
useful life of the vehicles they've acquired, as additional
technologies become available. FTA did not receive information
sufficient to determine another method of determining whether useful
life for zero emission technology would be sufficient or appropriate
and has retained the current language.
Several commenters addressed zero emission buses and spare ratio
requirements. The proposed Circular added the introduction of zero
emission vehicles as a reason that an agency would be permitted to
maintain their contingency fleet. One commenter noted that at times, it
has experienced up to 45 percent of the zero emission fleet out of
commission due to mechanical issues, and a 20 percent spare ratio does
not fill that gap. Some commenters suggested removing advanced
technology vehicles from the spare ratio calculation. Another commenter
suggested that, absent a spare ratio
[[Page 4458]]
policy specifically for zero emission buses, FTA's proposal of
permitting agencies to include vehicles that have met their useful life
in their contingency fleet if the agency is adding zero emission
vehicles into its fleet is a reasonable solution. Another commenter
suggested that newer technology should not be considered for the spare
ratio until the technology is at least five years old and the industry
has an understanding of the durability of the technology. In response
to these concerns as well as to a comment requesting additional
information on contingency fleets, FTA has added language to clarify
the use of vehicles held in a contingency fleet. In addition, FTA has
retained language from the proposed Circular that permits an agency to
seek a spare ratio deviation from FTA for no more than two (2) years.
Similarly, some commenters requested the spare ratio be increased
to 25 percent and increased proportionally for fleets with an average
vehicle age exceeding 12 years or an average vehicle mileage greater
than 500,000. There may be situations in which a recipient may want to
seek a spare ratio deviation from FTA, or keep vehicles in a
contingency fleet, and the final Circular provides guidance on these
issues.
Several small operators had questions about spare ratio
requirements for smaller fleets. The proposed Circular stated that the
spare ratio requirement of 20 percent applies to recipients operating
50 or more fixed route buses in peak service, but was silent as to the
ratio requirement for operators with fewer than 50 fixed route buses in
peak service. FTA does not set a specific spare ratio for smaller
operators, but expects the number of spare buses to be reasonable
taking into account the number of vehicles and variety of vehicle types
and sizes. We have added this information to the final Circular for
clarity.
3. Remanufactured Vehicles
Almost every commenter to the docket commented on FTA's proposals
related to remanufactured vehicles. Generally, commenters objected to
FTA including this information in a Circular; asserted that
remanufactured vehicles should not be subject to bus testing, useful
life, and other requirements that apply to new vehicles; and asserted
that remanufactured vehicles have already undergone testing, proven
reliable over the years, and have provided value, particularly to
smaller transit providers. Commenters asserted that FTA's efforts to
define the remanufacturing process limits the manufacturer's ability to
control the cost of the remanufacturing process, and that requiring
remanufactured vehicles to comply with new bus requirements would
diminish the cost and time savings in the remanufacturing process, and
likely eliminate remanufactured buses as a viable option.
FTA's previous Grant Management Requirements Circular did not
specifically address requirements for the purchase of previously-owned
and/or remanufactured vehicles purchased from a third party. As the
remanufactured vehicle market has developed, FTA has received questions
from recipients on what requirements apply to the acquisition of these
vehicles if using FTA funding. As the previous Circular applied Buy
America, useful life, and Bus Testing requirements to the acquisition
of vehicles in general, unless FTA provided for otherwise, those
requirements would have applied to the acquisition of all vehicles
whether new or previously owned.
While FTA will continue to study the issue, FTA has modified its
requirements in the final Circular to provide guidance for these
procurements without proscribing specific performance characteristics.
For clarification, FTA has added a definition of previously-owned
vehicles and modified its definition of remanufactured vehicles to be a
subset of previously-owned vehicles. FTA has added language permitting
funds to be used to purchase previously-owned vehicles that had
previously met FTA's Bus Testing and Buy America requirements.
Recipients are required to identify their intent to purchase
previously-owned vehicles and identify the proposed useful life in
their procurement. As part of the bid or proposal the recipient is
required to obtain from the vendor certification and documentation
ascertaining that applicable Bus Testing and Buy America requirements
have been met by the original owner.
Additionally, for remanufactured vehicles, the remanufacturer would
need to demonstrate compliance with Buy America and DBE TVM
requirements. No additional bus testing would be required for the
remanufactured vehicles.
Further, FTA has not added any new requirements for bus overhauls
or bus rebuilds for work on buses a recipient already owns, whether or
not the work is done by the recipient or contracted.
4. Other
FTA proposed a number of changes to the section on capital leases,
in accordance with changes to the law pursuant to the FAST Act. One
commenter suggested that the organization of the provisions in the
proposed Circular was confusing and did not clearly indicate when FTA's
capital leasing regulation, 49 CFR part 639, applies and when it
doesn't, nor did it adequately explain when section 3019 of the FAST
Act applies. Another commenter asked for specificity related to the
applicability of 49 CFR part 639. FTA has amended the text of the final
Circular to clarify these matters.
Several commenters had questions and suggestions related to
disposition of assets. One commenter asked about disposal costs of
assets that have become liabilities, as when a bus or railcar is at the
end of or past its useful life and there is no buyer for the asset.
Disposal of assets is considered an operating cost and thus may be an
eligible expense for recipients in small urbanized or rural areas.
Often, these assets do have a salvage value that can offset
transportation and disposal costs. To the extent there remains a
federal interest in the asset disposed of, the final Circular provides
that a recipient may subtract $500 or ten percent of the proceeds,
whichever is less, for selling and handling expenses, from the amount
due to FTA.
For calculating the federal interest in an asset, one commenter
requested information on how fair market value is determined.
Generally, fair market value is determined by the value an unrelated
party is willing to pay for an asset. This may be obtained by
advertising the asset for sale, seeking an estimate from dealers,
published values for assets (e.g., blue book value), prior experience
in valuation of similar assets, selling the asset for scrap, or any
reasonable means the recipient has to access to in order to determine
the remaining value of the asset.
Section 5 of Chapter IV provides information on design and
construction of facilities, sets forth references to major
environmental laws and regulations that affect the design and
construction of facilities, and clarifies force account requirements.
One commenter objected to language in the proposed Circular stating
that recipients agree to comply with FTA ``recommendations and
determinations'' pertaining to its review of construction plans and
specifications, given the recipient is responsible for managing the
Award. The commenter asserted the language suggests FTA would take full
control of the Award. Similarly, the commenter suggested that language
providing the FTA regional office should be consulted to determine
[[Page 4459]]
whether FTA review is necessary to advance the Award to the next level
of design could delay Awards. Importantly, the text does not state that
FTA will manage or take control of the Award. However, there may be
instances in which FTA or its contractors observe a situation that must
be addressed, such as a failure to comply with the law. Thus, FTA has
not amended the language in the final Circular.
FTA received two comments related to force accounts: one commenter
asked whether a force account plan is required for preventive
maintenance, and one commenter asked whether the requirement for force
account plans was subject to the Paperwork Reduction Act. First, a
force account plan is not required for preventive maintenance. Second,
FTA has paperwork collection approvals for all of its federal
assistance programs. Paperwork submissions and recordkeeping
requirements are captured in those approvals.
In addition to the changes described above, FTA made minor edits to
the text of Chapter IV for clarity.
F. Chapter V--FTA Oversight
Chapter V includes guidance regarding the various types of reviews
that FTA conducts. Reviews are grouped in the following categories: (1)
Program Oversight, (2) Safety Oversight, and (3) Project Oversight.
FTA received one comment related to Chapter V. The commenter asked
if FTA intended to use the term ``project sponsor'' instead of
``recipient.'' In response, FTA edited the text to state, ``project
sponsor or recipient.'' In addition, FTA made minor, clarifying edits
to this chapter.
G. Chapter VI--Financial Management
Chapter VI includes guidance regarding internal controls, non-
federal share, financial plan, federal principles for determining
allowable costs, indirect costs, program income, annual audit, payment
procedures, de-obligation of federal assistance, debt service reserve,
and the right to terminate.
Farebox Revenues is discussed in the Program Income section of
Chapter VI, found at section 7(i). For purposes of operating assistance
grants, farebox revenues are deducted from the eligible operating
expenses to derive the ``net project cost.'' The question regarding
FTA's treatment of farebox revenues for recipients of capital
assistance arose in light of the proposed definition of program income
in proposed FTA Circular 5010.1E. Although FTA Circular 5010.1D does
not discuss the relationship, if any, between program income and
farebox revenue, the proposed Circular 5010.1E included explicit
language listing farebox revenue as a type of program income. Whereas
Circular 5010.1D allowed program income to be spent ``for public
transportation purposes,'' the proposed Circular permits program income
to be spent only on allowable costs. Under Circular 5010.1D, there are
no federal requirements governing the disposition of program income
earned after the end of the period of performance (i.e., after the
ending date of the final Federal Financial Report), unless the terms of
the agreement or the federal agency regulations provide otherwise. In
proposed Circular 5010.1E, FTA has included an exception to this
general rule for farebox revenue states that farebox revenue retains
its status as program income after the close of the Award. FTA has made
edits to Chapter VI to withdraw these changes and clarify these points.
FTA received several comments related to indirect costs. One
commenter noted that the discussion of indirect costs in section 6 of
Chapter VI contained a different definition than that found in the
definitions section of Chapter I. Specifically, the text in Chapter VI
contains additional language relating to states and local governments
and Cost Allocation Plans found in 2 CFR 200.416. We have clarified the
language in Chapter VI.
One commenter suggested that FTA clarify that cost allocation plans
will not apply to every recipient. The commenter also suggested that
FTA clarify that indirect cost proposals and cost allocation plans are
separate documents. FTA has made edits to Chapter VI to clarify these
points.
One commenter indicated that reporting indirect costs on a
cumulative basis in the Federal Financial Report (FFR) would require
adding many lines to the FFR. Further, the commenter noted that
indirect costs currently are not reported for subrecipients. In
response, FTA agrees that cumulative reporting will add lines to the
FFR. However, indirect cost rates should be reported for the reporting
agency, not for subrecipients. Documentation and reporting on subawards
and contractual indirect cost rates should be maintained by the
recipient and collected as part of its subrecipient monitoring. We have
made edits to Appendix B to provide additional guidance to recipients
for this reporting requirement. In addition, a commenter suggested that
the requirement to identify the indirect cost rate as a separate budget
line item ``would require recipients to provide a level of budget
detail that will be impossible to meet.'' The commenter asserted that
many Awards contain multiple projects, and many projects are funded by
multiple Awards. However, the indirect cost rate should be the same
across multiple Awards and multiple projects, as indirect cost rates
are not determined on an Award by Award or project by project basis.
H. Appendices
As stated in the summary under Chapter VI, FTA has amended Appendix
B, Federal Financial Report, for clarity in reporting indirect costs.
FTA has reversed the order of proposed Appendices F and G, such
that now Appendix F is Cost Allocation Plans and Appendix G is Indirect
Cost Rate Proposals.
FTA struck proposed Appendix J, ``Award Amendments and Budget
Revision Guidelines,'' as the information is otherwise available on
FTA's Web site at https://www.transit.dot.gov/trams.
In addition to the above, FTA made minor, clarifying edits to the
appendices.
Carolyn Flowers,
Acting Administrator.
[FR Doc. 2017-00728 Filed 1-12-17; 8:45 am]
BILLING CODE 4910-57-P