Office of Budget and Policy National Transit Database 2020 Policy Manual REDUCED REPORTING 2020 NTD Reduced Reporter Policy Manual TABLE OF CONTENTS List of Exhibits .............................................................................................................. v Acronyms and Abbreviations .................................................................................... vii Report Year 2020 Policy Changes and Reporting Clarifications .............................. 1 Introduction ................................................................................................................... 2 The National Transit Database ................................................................................... 3 History .................................................................................................................... 3 NTD Data ................................................................................................................ 4 Data Use and Funding ............................................................................................ 7 Failure to Report ................................................................................................... 10 Inaccurate Data .................................................................................................... 11 Standardized Reporting Requirements ..................................................................... 11 Reporting Due Dates ............................................................................................ 11 Data Validation ..................................................................................................... 12 Financial Data Requirements ............................................................................... 13 Service Data Requirements .................................................................................. 16 General Data Formatting Rules ............................................................................ 16 Reporting Rules and Regulations ......................................................................... 17 Reporter Types ......................................................................................................... 17 Urban Reporters ................................................................................................... 17 Rural Reporters .................................................................................................... 18 Transit Asset Management (TAM) Reporters ....................................................... 22 Voluntary Reporters .............................................................................................. 23 Continuing Grant Requirements ........................................................................... 23 Transit Agency Profile Requirements ........................................................................ 24 Basic Information (Form P-10) .............................................................................. 24 Modes and Types of Service (Form P-20) ............................................................ 26 Reporter Users (Form P-30) ................................................................................. 34 Basic Agency Information Requirements ................................................................. 35 Identification (Form B-10) ......................................................................................... 36 Organization Types ............................................................................................... 36 Demographic Data ................................................................................................ 38 Contractual Relationship Data Requirements (Form B-30) ....................................... 40 Competitively Bid vs. Negotiated Agreements ...................................................... 41 Table of Contents — i 2020 NTD Reduced Reporter Policy Manual Reporting Contract Data for Vanpools .................................................................. 41 Capital Leasing Expenses .................................................................................... 42 Direct Payment ..................................................................................................... 42 Contract Cost ........................................................................................................ 42 Other Costs Incurred by the Buyer ....................................................................... 43 Subsidy Contract Type ......................................................................................... 43 Key Relationships Between Forms ....................................................................... 44 Financial Data Requirements ..................................................................................... 45 What to Report .......................................................................................................... 46 Fully Allocated Costs ............................................................................................ 47 How to Record and Report Financial Accounts ......................................................... 48 Allocating Costs .................................................................................................... 48 Direct vs. Shared Costs ........................................................................................ 48 Funding Sources (Form RR-20) ................................................................................ 51 Directly Generated Funds ..................................................................................... 51 Non-Federal Funding Sources .............................................................................. 55 Federal Government Sources ............................................................................... 57 Non-Added Revenues .......................................................................................... 62 Service Data Requirements (Form RR-20) ................................................................ 65 Revenue Service ....................................................................................................... 66 Incidental Transit Service ..................................................................................... 66 Vehicle Revenue Miles and Vehicle Revenue Hours ............................................ 66 Unlinked Passenger Trips ..................................................................................... 70 Vehicles Operated in Annual Maximum Service ................................................... 76 Deviated Services ................................................................................................. 77 Volunteer Resources ............................................................................................ 78 Service Data for Intercity Bus Subrecipients ............................................................. 78 §5311 Intercity Bus Vehicle Revenue Miles .......................................................... 78 §5311 Intercity Bus Unlinked Passenger Trips ..................................................... 79 Non-Reportable Service ............................................................................................ 79 Deadhead ............................................................................................................. 79 Charter Service ..................................................................................................... 80 School Bus Service ............................................................................................... 80 Safety Data Requirements .......................................................................................... 81 Reportable Events .................................................................................................... 81 ii — Table of Contents 2020 NTD Reduced Reporter Policy Manual Asset Inventory Data Requirements .......................................................................... 83 Transit Asset Management Performance Measure Targets (Form A-90) ................. 84 Capital Responsibility ........................................................................................... 85 Performance Target Categories ........................................................................... 85 Agency Tiers ......................................................................................................... 87 Group Plan Sponsors ........................................................................................... 88 Transit Agency Facilities ........................................................................................... 89 Station Criteria ...................................................................................................... 89 Stations and Maintenance Facilities (Form A-10) ................................................. 89 Transit Asset Management Facilities Inventory (Form A-15) ................................ 93 Vehicles .................................................................................................................. 106 Revenue Vehicle Inventory (Form A-30) ............................................................. 106 Service Vehicle Inventory (Form A-35) ............................................................... 118 Federal Funding Data Requirements ....................................................................... 122 Reporting Federal Funding