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Managing Transportation Basics for New Transportation Coordinators Office of Pupil Transportation New Charter Schools 2013-14 School Year

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Managing Transportation

Basics for New Transportation Coordinators

Office of Pupil Transportation

New Charter Schools2013-14 School Year

Agenda

Eligibility

Transportation options for students

1. MetroCards

2. Stop-to-School Transportation> Variances

3. Specialized Transportation> Medical Accommodations

> Working with your CSE Chairperson

Reporting Service Issues

OPT web site and OPT applications

Additional Training and Support

Eligibility

Eligibility calculations determine what type of transportation a student may receiveK-6:

• Full fare eligible: MetroCard OR yellow bus stop [if school receives stop to school transportation]

• Half fare eligible: Half fare MetroCard valid only on MTA bus [student pays half fare when boarding bus]

7-12:• Full fare eligible: MetroCard

• Half fare eligible: Half fare MetroCard valid only on MTA bus

Eligibility calculation based on1. Shortest walking distance from home to school

• Calculated for all students, distance code displayed on TLST screen in ATS

2. Grade level• Eligibility changes for some students as they advance in grade

Eligibility displayed on TLST screen in ATS as letter

Full fare, Half fare, Special Ed [placement in SE class], or blank [no eligibility for any transportation]

What the distance letters mean

A Less than .5 mile

B .5 mile to less than 1 mile

C 1 mile to less than 1.5 miles

D 1.5 miles and greater

Eligibility Guidelines

Grades K-2

Distance Code A Distance Code B Distance Code C Distance Code D

Less than .5 mile .5 mile to less than 1 mile

1 mile to less than 1.5 miles

1.5 mile and greater

Half Fare Full Fare

May use MetroCard or stop to school transportation

Student may receive half fare MetroCard for

transportation

Student may receive full fare MetroCard or be assigned stop to school transportation if available

Grades 7-12

Distance Code A Distance Code B Distance Code C Distance Code D

Less than .5 mile .5 mile to less than 1 mile

1 mile to less than 1.5 miles

1.5 mile and greater

No Eligibility Half Fare Full Fare

Students receive MetroCards only for transportation

Students residing this close to school are not

eligible to receive transportation

Student may receive half fare MetroCard for transportation

Student may receive full fare MetroCard

Grades 3-6

Distance Code A Distance Code B Distance Code C Distance Code D

Less than .5 mile .5 mile to less than 1 mile

1 mile to less than 1.5 miles

1.5 mile and greater

No Eligibility Half Fare Full Fare

May use MetroCard or stop to school transportation

Students residing this close to school are not

eligible to receive transportation

Student may receive half fare MetroCard for

transportation

Student may receive full fare MetroCard or be assigned stop to school transportation if available

Students with B distance in grade 2 change eligibility in grade 3: from full fare to

half fare

Students with C distance in grade 6 change eligibility in grade 7: from full fare to

half fare

Student MetroCards

MetroCards valid for the school term

Valid for travel 5:30am – 8:30pm each day school is in session

May only be used by student assigned

Full fare MetroCard

1. Three trips each day; one transfer each trip

2. Valid on MTA Subway and buses (not valid on Express buses)

Half fare MetroCard

3. Valid only on MTA bus

4. Student pays half fare in coins after dipping card in fare box

K-6 Cards are

Orange

7-12 cards are

Green

Half fare cards

used K-12

Purchase MetroCards through MTA for dates outside DOE calendar

Managing your MetroCards = Managing your Inventory

Manage four key tasks:1. Distribute MetroCards based on current eligibility displayed on TLST

2. Assign serial number on individual student record in ATS

3. Deactivate and replace lost, stolen, or non-working MetroCards quickly

4. Maintain adequate inventory (10-15%) to have cards on hand for replacement

Start when cards arrive

1. Review and retain shipping invoice: it lists cards by type and range of serial numbers

2. Contact OPT immediately if shipment is not complete

3. Sort cards by type when shipments arrive: Special Ed MetroCards identified by serial number on receipt—keep in separate, labeled envelopes

4. Review document included in initial fall, spring, and summer shipments

5. Keep MetroCards in a secure location

6. Establish clear distribution procedures in your school

Continue when distributing MetroCards

Verify eligibility on the TLST screen prior to distribution

Use a log to record the serial number of each card and the student that received the card

Assign cards as quickly as possible on the student record

Student has never received a MetroCard before (TRAN STAT is blank)

1. Enter T on TLST screen: press enter (AT will display in TRAN STAT)

2. Follow steps below to assign MetroCard serial number

Student has AT in TRAN STAT column

3. Enter U on TLST screen: press enter

4. Enter serial number in MetroCard field

5. Press F2/Save twice

6. Card assigned (AP will display in TRAN STAT)

Deactivating MetroCards

Use Assigned Code when Deactivating MetroCard on Student record

AA Assigned: Student Moved

AC Assigned: Eligibility Change

AD Assigned: Damaged

AL Assigned: Lost

AR Assigned: Does Not Read in Turnstile

AS Assigned: Student Reported as Stolen

AT Assigned: Student Transferred/Discharged

AX Assigned: Prior Semester Card

Use Unassigned Code when Deactivating MetroCard on TDMC screen

UL Unassigned: Lost in Transit to School

UM Unassigned: Not Included in Shipment

UP Unassigned: Misplaced at School

US Unassigned: Stolen at School

Replacement Card on Hand1. U to update student record on TLST

screen: press enter2. Enter new serial number over old3. Press F/5 Deactivate4. Enter Deactivation Code5. Press F5/Deactivate twice

Replacement Card Not on Hand1. U to update student record on TLST

screen: press enter2. Press F/5 Deactivate3. Enter Deactivation Code4. Press F5/Deactivate twice5. T student6. Check inventory screen and request

additional cards

MetroCard Request

[email protected]. DBN/OPT code in subject line2. Request cards by type

Bus Stop Information

A Bus Stop is a four-digit number tied to an intersection1. Regular stops can be assigned to any full fare eligible student

2. Stops starting with “75” may only be assigned to specific students

• Approved variances

3. Stops are assigned to AM and PM routes (K2356, Q9356)

• PM routes start with number “9”

4. Students will have two routes—AM and PM—displayed on ridership

Requesting new Stops5. Use OPT 199 application

6. Granted stops will be assigned to specific routes: discuss denied stops with OPT borough team

7. Multiple buildings require stops for each location: stops tied to specific OPT code

Think of your stops as dots on a map . . .1. You will manage the dots2. OPT connects the dots by building routes

Guidelines for Granting New Stops

Stops must be at least .25 miles apart

No stop within .5 miles of school

Stop will not be granted if adding stop makes existing route more than five miles as measured through each stop

Schools manage stops through the year1. Request new stops

2. Delete unused stops

3. Change stop location

Stop to School Transportation

Charter School first yearOPT reviews roster

Determines eligibility

Creates stops and routes

Ridership posted with stop assignments

School staff enters stops on student records in ATS

During the school yearSchool staff manages school stops

Charter school subsequent yearsStudents remaining eligible continue to use existing stops

OPT reviews incoming students

Assigns to existing stop or creates new stops

Understanding Ridership Information

Incoming students are assigned to stops created over the summer—students’ stop information placed on OPT Ridership

Check Ridership on the OPT web site to view all students assigned stops: verify stops are assigned in ATS

School staff will assign or request stops for students enrolling after the start of the year

What to do when a parent requests a bus stop

1. Verify eligibility on TLST

2. Review list of routed stops (OPT 199 or Ridership) with parenta) If routed stop is suitable, assign stop in ATS (parents may not select Variance

stops)

b) If no stop is suitable ask parent to identify an intersection—request new stop in OPT 199

Variances

Request for Stop to School transportation for students not currently eligible: variances grant exceptions to regular transportation guidelines and procedures

MedicalRequest for transportation based on medical issue—DOE medical reviews/approves

HazardRequest for transportation due to hazardous condition on walking route to school

EmergencyRequest for transportation due to emergency situation

Shelter

Request for transportation for student in temporary housing—Family Assistant at shelter completes and submits request

Distance Dispute

Parent believes distance calculation is incorrect. First, confirm eligibility issue is not tied to grade change; use Google walking distance for quick calculation

Forms available on OPT Web site—Parent and school complete all fields and mail according to instructions on form—Variances renewed annually

Use the TLST screen to Manage Transportation

Transportation Status (TRAN STAT)

AT MetroCard Requested but not Assigned

AP MetroCard serial number saved on student record

AB Yellow Bus stop saved on student record

Blank

No transportation assigned

Student is mandated to receive specialized transportation

SB Suspended: issue with student data—review and correct

TLST provides a snapshot of your school’s transportation

Specialized Transportation

Step One

Student IEP (or SESIS) has mandate for specialized transportation

Step Two

Parent may request additional accommodations

1. Request form from Committee on Special Education (CSE)

2. Parent and student’s physician complete—request tied to student need

3. Forms returned to CSE

4. CSE reviews with DOH physician

5. If approved, CSE updates STRE screen in ATS

6. OPT adjusts route

Not all SE students are mandated for door-to-door transportationUse ATS to assign bus stop or assign SE MetroCard

Data Management for Students with Specialized Transportation

All updates made on STRE screen in ATS by CSE1. Address updates—contact CSE

2. School Changes—CSE will update OPT code assigned

3. Medical Accommodation changes—CSE will update after review/approval

4. Delete from transportation if student is not using transportation

OPT receives STRE updates next day after entry by CSERouters review and update routes, new route effective 7 days after change

Review Ridership Report on OPT web to view pending route changesStudent remains on current route until new route takes effect

Don’t know your CSE Chairperson?http://schools.nyc.gov/Academics/SpecialEducation/ContactsResources/cse.htm

Specialized Transportation Guidelines

Travel timeWithin borough up to 90 minutes

Across borough may be longer

Limited Travel Time (this is a medical accommodation) Within borough up to 60 minutes*

Across borough up to 75 minutes

Students are not routed by age, gender, or disabilityPrincipals may discuss issues with Borough Directors at OPT

Schools may schedule bus team training through OPT ContractsFocus on individual students’ needs and behavior

Behavior or discipline issues on the busDriver and Attendant complete misbehavior reports for follow up by school staff

Schools should work with bus teams: seating charts, strategies to manage behavior

OPT will not re-route students due to behavior issues without action by the school

OPT Customer Service

For Parents and School Staff

718 392-8855

Why call?

Service Issues

Bus is late, no pick up

Accident Reporting and Driver/Attendant Misconduct

Agents view student data for Door-to-Door and YB service

Issues requiring action by other teams: Caller receives reference number for follow up

Specific call types generate violations to vendors for not meeting contract requirements

People Get Ready

Parents can receive bus route information through OPT Customer Service in late August or print route information from OPT web site

Student ID (osis) number and DOB required to provide information

Provide parents with information about unattended students (handout)

Students should be at stop before bus arrives

OPT Applications

1. Share OPT username and password with relevant staff

2. Ridership: Check to ensure stops assigned in ATS (we will do this in August)

3. School and Route Information: Vendor contact numbers

4. Field trips: Check trip guidelines and request MTA travel certificates

5. Schedule time to review/edit calendar each month

Service Issues

School staff should report lateness or other service issues to OPT Customer Service each day they occur

Arrival timeBetween 30 minutes and five minutes before scheduled session time

DepartureBetween 5 minutes and 30 minutes after scheduled session time

Two methods to identify service issuesContact OPT Customer Service to report issues

Use Violations Application on OPT web site to enter a complaint

Driver/Attendant Misconduct issues reported through OPT Customer Service for follow up by OPT Investigations Unit

OPT Web Site and Applications

Navigate from DOE Home Page

> Office and Programs > Pupil Transportation (Office of) > School Resources

OPT Web siteInformation and Key Documents

School Applications Login

School shares OPT username and password

Ridership Report shows all students using transportation (application guide link)

School and Route Information shows route and vendor information

OPT 199 used by schools to request/manage bus stops (application guide link)

Field Trips used by schools to request trips (application guide link)

Violations used by schools to report lateness or no pick-up (or call OPT Customer Service)

Non-Public Calendar used by charter schools to identify days of service (application guide link)

Contact Borough Director or Account Manager

Resolve chronic or school-specific issues after contacting OPT Customer Service

OPT Training TeamApplication assistance and guidance

Adrian Clarke718 [email protected]

Ed Jacobsen718 [email protected]

Support