Office of Budget and Policy National Transit Database 2019 Policy Manual REDUCED REPORTING 2019 NTD Reduced Reporter Policy Manual TABLE OF CONTENTS List of Exhibits .............................................................................................................. v Acronyms and Abbreviations .................................................................................... vii Report Year 2019 Policy Changes and Reporting Clarifications .............................. 1 Introduction ................................................................................................................... 6 The National Transit Database ................................................................................... 7 History .................................................................................................................... 7 NTD Data ................................................................................................................ 8 Data Use and Funding .......................................................................................... 11 Failure to Report ................................................................................................... 14 Inaccurate Data .................................................................................................... 15 Standardized Reporting Requirements ..................................................................... 15 Reporting Due Dates ............................................................................................ 15 Data Validation ..................................................................................................... 16 Financial Data Requirements ............................................................................... 17 Service Data Requirements .................................................................................. 20 General Data Formatting Rules ............................................................................ 20 Reporting Rules and Regulations ......................................................................... 21 Reporter Types ......................................................................................................... 21 Urban Reporters ................................................................................................... 21 Rural Reporters .................................................................................................... 22 Transit Asset Management (TAM) Reporters ....................................................... 26 Voluntary Reporters .............................................................................................. 27 Continuing Grant Requirements ........................................................................... 27 Transit Agency Profile Requirements ........................................................................ 28 Basic Information (Form P-10) .............................................................................. 28 Modes and Types of Service (Form P-20) ............................................................ 30 Reporter Users (Form P-30) ................................................................................. 37 Basic Agency Information Requirements ................................................................. 38 Identification (Form B-10) ......................................................................................... 39 Organization Types ............................................................................................... 39 Demographic Data ................................................................................................ 41 Contractual Relationship Data Requirements (Form B-30) ....................................... 43 Competitively Bid vs. Negotiated Agreements ...................................................... 44 Table of Contents — i 2019 NTD Reduced Reporter Policy Manual Reporting Contract Data for Vanpools .................................................................. 44 Capital Leasing Expenses .................................................................................... 45 Direct Payment ..................................................................................................... 45 Contract Cost ........................................................................................................ 45 Other Costs Incurred by the Buyer ....................................................................... 46 Subsidy Contract Type ......................................................................................... 46 Key Relationships Between Forms ....................................................................... 47 Financial Data Requirements ..................................................................................... 48 What to Report .......................................................................................................... 49 Fully Allocated Costs ............................................................................................ 50 How to Record and Report Financial Accounts ......................................................... 51 Allocating Costs .................................................................................................... 51 Direct vs. Shared Costs ........................................................................................ 51 Funding Sources (Form RR-20) ................................................................................ 54 Directly Generated Funds ..................................................................................... 54 Non-Federal Funding Sources .............................................................................. 58 Federal Government Sources ............................................................................... 60 Non-Added Revenues .......................................................................................... 65 Service Data Requirements (Form RR-20) ................................................................ 67 Revenue Service ....................................................................................................... 68 Incidental Transit Service ..................................................................................... 68 Vehicle Revenue Miles and Vehicle Revenue Hours ............................................ 68 Unlinked Passenger Trips ..................................................................................... 72 Vehicles Operated in Annual Maximum Service ................................................... 78 Deviated Services ................................................................................................. 78 Volunteer Resources ............................................................................................ 79 Service Data for Intercity Bus Subrecipients ............................................................. 79 §5311 Intercity Bus Vehicle Revenue Miles .......................................................... 80 §5311 Intercity Bus Unlinked Passenger Trips ..................................................... 80 Non-Reportable Service ............................................................................................ 80 Deadhead ............................................................................................................. 80 Charter Service ..................................................................................................... 81 School Bus Service ............................................................................................... 81 Safety Data Requirements .......................................................................................... 82 Reportable Events .................................................................................................... 82 ii — Table of Contents 2019 NTD Reduced Reporter Policy Manual Asset Inventory Data Requirements .......................................................................... 84 Transit Asset Management Performance Measure Targets (Form A-90) ................. 85 Capital Responsibility ........................................................................................... 85 Performance Target Categories............................................................................ 86 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