PTMS Instructions

The Office of Transit requires the vehicle and equipment information be updated annually and facilities updated every three years.

Vehicles:

On the spreadsheet provided, enter vehicle mileage and condition as of December 31, 20??:

 DO NOT delete disposed vehicles. Enter the date the vehicle was removed from service, the disposition date and the mileage at the time of disposition;  All vehicles are to be reported regardless of the source of funding. Vehicles used for support (i.e. supervisor’s vehicles, tow trucks, etc.) must be included and identified with the Use Code “SUP”;  Add any active vehicles (i.e. revenue, service and supervisory) that are not included on the spreadsheet;  Vehicle year and VIN# can be obtained from the title;  Refer to the attached listings for Manufacturer, Vehicle Type, Vehicle Class, Vehicle Use, and Fuel Codes;  Refer to the attached instructions for assigning condition ratings.

Equipment:

On the form provided, enter all equipment with an original price of $1,000 or greater for Rural Systems;

 Enter the equipment condition rating as of December 31, 20??;  DO NOT include service and/or supervisory vehicles;  Refer to the attached instructions for assigning condition ratings.

Facilities:

 All facilities must be reported regardless of ownership;  The threshold for reporting shelters is $5,000;  Enter the facility rating as of December 31, 20??;  Refer to the attached instructions for assigning condition ratings.

The following items are included:

 PTMS Vehicle and Equipment Condition Instructions;  Manufacturer List;  Vehicle Codes and Replacement Age;  FTA Codes, Vehicle Types and Vehicle Class Cross Reference List;  Blank forms to add new facilities. PTMS VEHICLE AND EQUIPMENT CONDITION INSTRUCTIONS

The condition of each vehicle and all equipment costing more than $100,000 for Urban Systems, and more than $1,000 for Rural Systems must be checked using the techniques described below. Your agency must record the condition as a number between 0 and 100.

A. Vehicle Condition

There are ten vehicle subsystems (engine, drive-train, electrical, suspension/steering, A/C and heating, structure, body interior, body exterior, wheelchair safety, and safety systems) per vehicle that are to be evaluated. Each subsystem should be given a score from 1 to 10, using the scale listed below. Maintenance and inspection records should be used to evaluate subsystems one through six. Visual inspections should be done to complete items seven through ten. When all of the subsystems have been scored, the scores should be added together to determine the vehicle condition to be reported with your PTMS data.

Subsystem Rating Scores: Score Rating Description

10 Excellent Brand new, no major problems exist, only routine preventive maintenance

7 - 9 Good Elements are in good working order, requiring only nominal or infrequent minor repairs (Greater than 6 months between minor repairs)

4 - 6 Moderate Requires frequent minor repairs (less than 6 months between repairs) or infrequent major repairs (more than 6 months between major repairs)

1 - 3 Poor Requires frequent major repairs (less than 6 months between major repairs)

0 - In such a poor condition, that continued use presents potential problems

System Descripton Score

1 Engine Evaluate available compression tests, oil usage, oil analysis and noise

2 Drive-train Evaluate transmission and rear-end based on fluid analysis, shift quality, fluid leaks and noises

3 Electrical Evaluate lights, switches, gauges, and other electrical mechanisms relative to general working conditions. Evaluate wiring condition especially front to back wiring

4 Suspension/ Evaluate cooling and heating capability throughout the in order steering to maintain passenger and driver comfort

5 A/C, Heating Evaluate cooling and heating capability throughout the bus in order to maintain passenger driver and comfort

6 Structure Evaluate extent of crack and rust involvement in structure

7 Body Interior Evaluate condition of floor, windows, seats, side and modesty panels and other interior items

Page 1 of 4 System Descripton Score

8 Body Exterior Evaluate extent of cracks, dents, and rust

9 W heelchair Evaluate ability to load and unload passengers safely Safety

10 Safety Evaluate the braking system including the emergency braking Systems system, emergency exit windows, doors, hatches, etc

Vehicles Condition Score

The total score determines the vehicle condition score. Based on the score the vehicle should be rated as:

Score Rating

81 - 100 Excellent

61 - 80 Good

41 - 60 Moderate

21 - 40 Poor

# 20 Unusable/Inoperable

B. Equipment Condition

The condition of all equipment costing over $100,000 must be updated annually. The same definitions of Excellent, Good, Moderate, Poor and Unusable conditions as defined in the vehicles section should be used to rate equipment. Using the definition selected, rate the equipment based on the 0-100 scores listed below I.E. Equipment rated as excellent should receive a score between 81 - 100.

Score Rating Description

81 - 100 Excellent Brand new, no major problems exist, only routine preventive maintenance

61 - 80 Good Elements are in good working order, requiring only nominal or infrequent minor repairs (Greater than 6 months between minor repairs)

41 - 60 Moderate Requires frequent minor repairs (less than 6 months between repairs) or infrequent major repairs (more than 6 months between major repairs)

21- 40 Poor Requires frequent major repairs (less than 6 months between major repairs)

# 20 - Unusable/Inoperable

C. Facility Condition

Operations facilities, transfer facilities, electric substations, rail stations and intermodal facilities. Each transit agency facility will be evaluated to be determine its function and structure and condition.

Page 2 of 4 1. Structural Condition (50 points) - Evaluate the overall condition of each facility, (i.e. walls, floors, roof, mechanical systems (HVAC), water, sewer, fueling storage systems, fare collection areas, conformity to federal/state mandates) using this scale:

Score Rating

41 - 50 Excellent

31 - 40 Good

21 - 30 Moderate

11 - 20 Poor

# 20 Unusable/Inoperable

Functional Condition (50 points) - Evaluates the overall condition of each facility relative to usability of the various areas taking into account such things as employee safety and comfort, functional usefulness, maintenance and storage capacity, access by the general public, dispatching and other operational considerations, etc. Using the scale above, rate the functionality of the facility.

Using the evaluation figures for the Structural and Functional Conditions, calculate the maximum score to determine the Facility Health Index (See formula below). Factor Description Score Weight Individual Maximum Facility Score Score

1 Structural (Structural 50 Condition Evaluation Score/100)*50

2 Functional (Functional 50 Condition Evaluation Score/100)*50

Score: 100

2. Facilities (include storage buildings, passenger shelters, and other general purpose buildings). Evaluate interior conditions as follows:

Score Rating

81 - 100 Excellent

61 - 80 Good

41 - 60 Moderate

21 - 40 Poor

# 20 Unusable/Inoperable

3. Facility Remaining Service Life (RSL). The Remaining Service Life for a facility is to be based upon a Four-Year Capital and Operating Plan, an evaluation in a Transit Development

Page 3 of 4 Program (TDP) or other technical document where programming of major renovations and replacements are scheduled. Documents establishing the remaining useful life (or time until major renovations are needed) must be completed within the past 5 years for a project to have a remaining useful life established in terms of either Inventory System or PTMS system.

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Page 4 of 4 Manufacturer List

Manufacturer Code Manufacturer Name AAI Allen Ashley, Inc. ABI Advanced Bus Industries ATC American Transportation Corporation BBB Blue Bird Body Corporation BFC Breda Transportation, Inc. BIA Bus Industries of America BOY Boyertown Auto Body Work BRN Braun CCI Chance , Inc. CEQ Coach and Equipment Company CMC Champion Motor Coach, Inc. CMD Motor Division, GM CMI Coons Manufacturing, Inc. DCB Diamler Chrysler Commercial Bus DTD Dodge Division, Chrysler Corporation EBC El Dorado Bus, Inc. (EBC) ETI Electric Transit, Inc. FIL Flyer Industries, Inc. FLX Corporation FRD Ford Motor Corporation GCA General Coach GCC Corporation GIL Corporation GMC General Motor Corporation INT International JEEP Jeep MBZ Mercedes Benz MCI MTC Metrotrans Corporation NAB North American Bus Industries NEO Neoplan, USA NFI New Flyers Industries NOV Company OBI Orion Bus, Inc. PLY Plymouth Division, Chrysler Corporation SKL Skillcraft Industries, Inc. SPC Supreme Corporation TBB Thomas Built TCC Tokyo Company TES Tesco TMC Transportation Manufacturing Company TTT Turtle Top Transit WAY ZZZ all other manufacturers

Updated: 12/15/05 New Vehicle Replacement Codes New Vehicle Code Description Age B30-MD Bus‐Medium Duty‐25‐30 7 CV Converted Van 4 B30-HD Bus Heavy Duty‐25‐30 10 BU-40 Bus‐>40 12 B35-HD Bus‐Heavy Duty‐>35 12 HR Heavy Rail 25 IB Intercity Bus 10 LR Light Rail 25 B30-LD Bus‐Light Duty‐25‐30 10 LTV-FS Light Transit Vehicle‐Fiberglass/Steel 5 LTV-N Light Transit Vehicle‐Narrow 5 LTV-S Light Transit Vehicle‐Steel 5 MMV Modified Mini Van 4 AO Auto 4 BSV 5 SMV Small Mini Van 4 SV Standard Van 4 TB Tolley Bus 10 PTMS VEHICLE AND EQUIPMENT CONDITION INSTRUCTIONS

The condition of each vehicle and all equipment costing more than $100,000 for Urban Systems, and more than $1,000 for Rural Systems must be checked using the techniques described below. Your agency must record the condition as a number between 0 and 100.

A. Vehicle Condition

There are ten vehicle subsystems (engine, drive-train, electrical, suspension/steering, A/C and heating, structure, body interior, body exterior, wheelchair safety, and safety systems) per vehicle that are to be evaluated. Each subsystem should be given a score from 1 to 10, using the scale listed below. Maintenance and inspection records should be used to evaluate subsystems one through six. Visual inspections should be done to complete items seven through ten. When all of the subsystems have been scored, the scores should be added together to determine the vehicle condition to be reported with your PTMS data.

Subsystem Rating Scores: Score Rating Description

10 Excellent Brand new, no major problems exist, only routine preventive maintenance

7 - 9 Good Elements are in good working order, requiring only nominal or infrequent minor repairs (Greater than 6 months between minor repairs)

4 - 6 Moderate Requires frequent minor repairs (less than 6 months between repairs) or infrequent major repairs (more than 6 months between major repairs)

1 - 3 Poor Requires frequent major repairs (less than 6 months between major repairs)

0 - In such a poor condition, that continued use presents potential problems

System Descripton Score

1 Engine Evaluate available compression tests, oil usage, oil analysis and noise

2 Drive-train Evaluate transmission and rear-end based on fluid analysis, shift quality, fluid leaks and noises

3 Electrical Evaluate lights, switches, gauges, and other electrical mechanisms relative to general working conditions. Evaluate wiring condition especially front to back wiring

4 Suspension/ Evaluate cooling and heating capability throughout the bus in order steering to maintain passenger and driver comfort

5 A/C, Heating Evaluate cooling and heating capability throughout the bus in order to maintain passenger driver and comfort

6 Structure Evaluate extent of crack and rust involvement in structure

7 Body Interior Evaluate condition of floor, windows, seats, side and modesty panels and other interior items

Page 1 of 4 System Descripton Score

8 Body Exterior Evaluate extent of cracks, dents, and rust

9 W heelchair Evaluate ability to load and unload passengers safely Safety

10 Safety Evaluate the braking system including the emergency braking Systems system, emergency exit windows, doors, hatches, etc

Vehicles Condition Score

The total score determines the vehicle condition score. Based on the score the vehicle should be rated as:

Score Rating

81 - 100 Excellent

61 - 80 Good

41 - 60 Moderate

21 - 40 Poor

# 20 Unusable/Inoperable

B. Equipment Condition

The condition of all equipment costing over $100,000 must be updated annually. The same definitions of Excellent, Good, Moderate, Poor and Unusable conditions as defined in the vehicles section should be used to rate equipment. Using the definition selected, rate the equipment based on the 0-100 scores listed below I.E. Equipment rated as excellent should receive a score between 81 - 100.

Score Rating Description

81 - 100 Excellent Brand new, no major problems exist, only routine preventive maintenance

61 - 80 Good Elements are in good working order, requiring only nominal or infrequent minor repairs (Greater than 6 months between minor repairs)

41 - 60 Moderate Requires frequent minor repairs (less than 6 months between repairs) or infrequent major repairs (more than 6 months between major repairs)

21- 40 Poor Requires frequent major repairs (less than 6 months between major repairs)

# 20 - Unusable/Inoperable

C. Facility Condition

Operations facilities, transfer facilities, electric substations, rail stations and intermodal facilities. Each transit agency facility will be evaluated to be determine its function and structure and condition.

Page 2 of 4 1. Structural Condition (50 points) - Evaluate the overall condition of each facility, (i.e. walls, floors, roof, mechanical systems (HVAC), water, sewer, fueling storage systems, fare collection areas, conformity to federal/state mandates) using this scale:

Score Rating

41 - 50 Excellent

31 - 40 Good

21 - 30 Moderate

11 - 20 Poor

# 20 Unusable/Inoperable

Functional Condition (50 points) - Evaluates the overall condition of each facility relative to usability of the various areas taking into account such things as employee safety and comfort, functional usefulness, maintenance and storage capacity, access by the general public, dispatching and other operational considerations, etc. Using the scale above, rate the functionality of the facility.

Using the evaluation figures for the Structural and Functional Conditions, calculate the maximum score to determine the Facility Health Index (See formula below). Factor Description Score Weight Individual Maximum Facility Score Score

1 Structural (Structural 50 Condition Evaluation Score/100)*50

2 Functional (Functional 50 Condition Evaluation Score/100)*50

Score: 100

2. Facilities (include storage buildings, passenger shelters, and other general purpose buildings). Evaluate interior conditions as follows:

Score Rating

81 - 100 Excellent

61 - 80 Good

41 - 60 Moderate

21 - 40 Poor

# 20 Unusable/Inoperable

3. Facility Remaining Service Life (RSL). The Remaining Service Life for a facility is to be based upon a Four-Year Capital and Operating Plan, an evaluation in a Transit Development

Page 3 of 4 Program (TDP) or other technical document where programming of major renovations and replacements are scheduled. Documents establishing the remaining useful life (or time until major renovations are needed) must be completed within the past 5 years for a project to have a remaining useful life established in terms of either Inventory System or PTMS system.

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Page 4 of 4 OPTMS-31A Blank TYPE A: OFFICE/GARAGE FACILITIES

Circle Appropriate Garage Only Administration Facility Combined Garage/Administration

GRANTEE ______Federal Grant ______Facility Name ______State Grant Number ______Address ______Federal Grant Percentage ______City, State Zip ______State Grant Percentage ______TDP ______GPS Coordinates ______TDP Year ______Condition Rating ______Remaining Life ______Acquisition Cost $______Renovation Cost $______Year Constructed ______Replacement Cost $______Year Renovated ______Ownership: Owned Leased Rented Other Other Arrangement, Describe ______ADA Accessible Yes No Date Placed in Service ______Bicycle Facilities Yes No Date Removed from Service ______Dispositon Date ______Disposition Value $______Disposition Status Active Disposed

Sq Ft. Office Space ______Number of Vehicles Served ______Sq. Ft Operations ______Number of Adminsitration Employees ______Sq. Ft. Maintenance ______Number of Operations Employees ______Sq. Ft. Storage ______Structure Type Block Block/Steel Brick/Concrete Block/Steel Concrete Sq. Ft. Total ______Corrigated Aluminum Steel/Brick Glass Trailer Wood Wood/Steel Other Roof Type Asphalt Rubber Membrane Shingle Tar Glass/Steel Other Real Estate Acreage ______Number of Gasoline Tanks: ______Comments: Sq. Ft. Parking Lot ______Number of Diesel Tanks: ______Number of Indoor Parking ______Capacity: Gasoline ______Number of Maintenance Bays ______Capacity: Diesel ______Number of Lifts ______Number of CNG Probes ______Number of Paint Stalls ______Number of Propulsion Battery ______Compliant with Building Codes ______OPTMS-31B Blank TYPE B: PARK-AND-RIDE FACILITY

GRANTEE ______Federal Grant ______Facility Name ______State Grant Number ______Address ______Federal Grant Percentage ______City, State Zip ______State Grant Percentage ______TDP ______GPS Coordinates ______TDP Year ______Condition Rating ______Remaining Life ______Acquisition Cost $______Renovation Cost $______Year Constructed ______Replacement Cost $______Year Renovated ______Ownership Owned Leased Rented Other Other Arrangement, Describe ______ADA Accessible Yes No Date Placed in Service ______Bicycle Facilities Yes No Date Removed from Service ______Disposition Date ______Disposition Value $______Disposition Status Active Disposed

Total Acreage ______Parking Acreage ______Number of Parking ______Number of Shelters ______Construction Type Brick Metal/Glass Wood If other, describe ______Surface Type Asphalt Asphalt/Concrete Concrete Gravel Undeveloped If other, describe ______Transit Exclusive Yes No Lighted Yes No OPTMS-31C Blank TYPE C: SHELTERS: Purchase Price over $5,000

GRANTEE ______Federal Grant ______Facility Name ______State Grant Number ______Address ______Federal Grant Percentage ______City, State Zip ______State Grant Percentage ______TDP ______GPS Coordinates ______TDP Year ______Condition Rating ______Remaining Life ______Acquisition Cost $______Renovation Cost $______Year Constructed ______Replacement Cost $______Year Renovated ______Ownership Owned Leased Rented Other Other Arrangement, Describe ______ADA Accessible Yes No Date Placed in Service ______Bicycle Facilities Yes No Date Removed from Service ______Disposition Date ______Disposition Value $______Disposition Status Active Disposed

Open Front Yes No No. of Shelters ______Construction Type Brick Metal/Glass Wood Other If other, describe ______Kiosk Electronic Medium Printed Medium None OPTMS-31D Blank TYPE D: TRANSFER FACILITY

GRANTEE ______Federal Grant ______Facility Name ______State Grant Number ______Address ______Federal Grant Percentage ______City, State Zip ______State Grant Percentage ______TDP ______GPS Coordinates ______TDP Year ______Condition Rating ______Remaining Life ______Acquisition Cost $______Renovation Cost $______Year Constructed ______Replacement Cost $______Year Renovated ______Ownership Owned Leased Rented Other Other Arrangement, Describe ______ADA Accessible Yes No Date Placed in Service ______Bicycle Facilities Yes No Date Removed from Service ______Disposition Date ______Disposition Value $______Disposition Status Active Disposed Serve Intercity Bus Yes No Serve Commercial Air Yes No Number of Routes ______Kiosk Yes No Other Amenities ______Total Sq. Footage ______Number of Parking Spaces ______Total Acreage ______For next two items circle appropriate description, if other checked for either item, please describe Structure Type Block Block/Steel Brick Brick/Concrete Block/Steel Concrete Block Corrugated Aluminum Steel Steel/brick Steel/Glass Trailer Wood Wood/Steel Other

Roof Type Asphalt Asphalt/Shingle Rubber Membrane Shingle Steel Tar Glass/Steel Other If other, description ______

Check Modes Served Bus Taxi Amtra Bike Pedestrian Light Heavy Rail OPTMS-31E Blank TYPE E: PEDESTRIAN FACILITY

GRANTEE ______Federal Grant ______Facility Name ______State Grant Number ______Address ______Federal Grant Percentage ______City, State Zip ______State Grant Percentage ______TDP ______GPS Coordinates ______TDP Year ______Condition Rating ______Remaining Life ______Acquisition Cost $______Renovation Cost $______Year Constructed ______Replacement Cost $______Year Renovated ______Ownership Owned Leased Rented Other Other Arrangement, Describe ______ADA Accessible Yes No Date Placed in Service ______Bicycle Facilities Yes No Date Removed from Service ______Disposition Date ______Disposition Value $______Disposition Status Active Disposed

Length, Feet ______Width, Feet ______Usage, Peak Hour ______Usage, Off-peak ______State FTA Vehicle New Vehcle Vehicle Type Class Codes CMSB BC B30-MD CV AO AO CV BC B30-MD CV VN CV DWC BC B30-MD DWC VN LTV-FS HD B30-HD HD BA BU-40 HD BB B35-HD HD BC B30-HD HR BB HR HR HR HR IB BA IB LR BC LR LR LR LR LTB BA B30-HD LTB BB B30-MD LTB BC B30-LD LTB OR LTV-FS LTF BC LTV-FS LTF VN LTV-N LTN BC LTV-N LTN VN LTV-N LTS BC LTV-S LTS VN LVT-S LTV LTV-N LTV AO LTV-N LTV BA B30-HD LTV BB B30-LD LTV BC B30-MD LTV OR LTV-N LTV VN B30-LD MD BB B30-MD MD BC B30-MD MD VN B30-LD MMV BC MMV MMV VN MMV SEDAN AO SEDAN AG AO SEDAN AO AO SEDAN OR AO SEDAN VN BSV SHD BB B30-HD SMV BSV SMV AO BSV SMV CC SMV SMV CV SMV SMV VN SMV SV BC BSV SV OR SV SV VN BSV TB BC TB TB TB TB V VN BSV

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