national transit database annual reporting. new reporting system ( “ntd 2.0 ” ) monthly...
TRANSCRIPT
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National Transit DatabaseAnnual Reporting
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New Reporting System (“NTD 2.0”)
• Monthly ridership was first operational module– Reporting started October for reporting
September data
• Annual reporting will start December 15 for RY 2014 reporting
• No change in data requirements– Same requirements in NTD 2.0 as current
system
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Our Agenda
Steps for Starting Annual Reporting
1. Perform “report kickoff”
– Systems now in FY 2014 will do on first day of FY 2015
– No action needed from reporters now in FY 2015 (kickoff already completed)
2. All systems perform reporting after end of FY 2014
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What is a Kickoff?
• Confirmation of current “profile” information at beginning of fiscal year– Profile information = Old B-10/B-20 data
• Actions– Confirm reporter contact information is
accurate.– Confirm mode information is accurate.– Confirm declared reporter type for
previous FY is still accurate (e.g., small systems waiver)
– Declare reporter type for new fiscal year
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Why is Kickoff Done?
• Create annual reporting forms for prior year (e.g., FY 2014)
• Create monthly reporting forms for current year (e.g., FY 2015)
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NTD Contact Logins to NTD 2.0
Enter your User Name and Password
Click on Sign In
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Kickoff Starts on News Page
Click on Tasks to start FY 2015 News
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How to Start Report Kickoff• Applies to reporters for FY 2015
Click on Task
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Accept Kickoff Task
1. Click Accept
2. Click Proceed
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Manage Reporter Users
• Only user manager can add new users
• Individual users can edit own profile
Click continue to go to next confirmation
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Manage Modes
• Add, edit, or end mode/TOS as needed
Click to add modeClick to edit/delete selected
mode/TOS
Click continue to go to next confirmation
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Previous Reporter Type Confirmation
• Reporter type determines your required forms
• Click yes to go through questionnaire – Questions appear– Strongly suggested for first-time NTD 2.0 users
Click yes for questionnaire
Click continue to complete kickoff
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NTD 2.0 Reporter Type Questionnaire
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Reporter Type Questionnaire
• 5307 beneficiary?• Reporting under another NTD ID?• Operating public transit service?• Building new modes?• Fixed guideway or high intensity bus
or both?• Operating less than 31 VOMS?
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Complete Kickoff
Click submit to complete kickoff
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Getting to “Forms” Page
Click to get to monthly 2015 forms
Click to get to annual 2014 forms
Click “NTD Report Packages” to get to forms
Click “Records”
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Report Packages Screen• Click Annual Forms
Click Annual Forms
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Individual Annual Forms by Mode/TOS• Check box for specific form and mode/TOS
• Then click View Form
1. Check box for specific from and mode/TOS
2. Click View Form
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Identification Form (B-10)
• Broken into sections– Organizational type – Demographic information– Filing a separate NTD report (seller)
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Identification Form (B-10)
Update
Update
Update
• Click update icons to update sections
Update
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Update Organization Type
Click Continue when completed
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Update Demographic Information
Click to multiple select UZAs
Click to update sections
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Update Filing a Separate Report
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What Happened to Name, Address, Other B-10 Data?
It is on the new P-10!1. Click Records
Click Records
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• Click My NTD Reporter Profiles
Records Page
Click My NTD Report Packages
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Profile Page
• Click Reporter Name
Click Reporter Name
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Profile Summary Page• Click Related Actions
Click Related Actions
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Profile Forms Page
• Click View & Manage Basic Information (P-10)
Click View & Manage Basic Information (P-10)
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Basic Information (P-10)
Click to update sections
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Click to add contract
Click to remove contract
Select prior RY contract and click “View Form”
Add/Remove/View Contract
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Contract Summary
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Key Financial and Operation Statistics
1. Select Mode
2. Click Edit Mode
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Enter Operating and Financial Data
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Sources of Funds (F-10)
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Funding Categories
1. Select Source
2. Click Update
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Passenger FaresDO and PT Services
Click when completed
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Park and Ride, Other, Auxiliary
and Non-Transportation
Click when completed
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Revenues Accrued from PT, Contributed Services and
Subsidy
Click when completed
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Revenue Sources of Independent Political
Entities
Click when completed
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Local Government Funds
Click when completed
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State Government Funds
Click when completed
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Customized Federal Funds Reporting
1. Click to select funding sources
2. Click when completed
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Customized Federal Data Entry
Click to edit funding sources
Click when completed
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Federal Funding Summary Page
Total Summary
Click Save before exiting
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Uses of Capital (F-20)
Click Save before exiting
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Operating Expenses (F-30)
Click Save before closing
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Operating Expense Summary (F-40)
Automatic Summary of expenses from
individual F-30 forms
Data entry for Reconciling Items
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Reconciling Items(F-40)
Click Save before closing
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Statement of Finances Form(F-60)
Click Save before closing
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Stations Maintenance Facilities (A-10)
Click Save before closing
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Transit Way Mileage (A-20)
Click Edit to enter data
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Entering Rail Transit Way Data
Click Save before closing
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Entering Bus Transit Way Data
Click Save before closing
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Revenue Vehicle Inventory (A-30)
1. Select existing fleet(s)
2. Click for Updates/Edit to selected existing fleet
Select to add new fleet
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“Add Fleet” Data Entry Screen
Click Continue
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“Edit Fleet” Data Entry Screen
Click Continue
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1. Click to select fleet(s)
2. Click Update Mileage(s)
Reporting Mileage by Fleet
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Enter Updated Mileage
Click Continue
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Click Update Energy Consumption
Reporting Energy Consumption
Data previously in R-30 now reported in A-30
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Enter Energy Consumption
Click Continue
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Key Data Summary Screen
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Service Supplied (S-10)• Form broken into
sections– VOMS and Periods of
Service– Service Supplied– Services Consumed– Service Operated
(Days)– Directional Route Miles
• Enter sections by clicking update icons
Update
Update
Update
Update
Update
Update
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VOMS and Periods of Service
Click Continue
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Services Supplied
Click Continue
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Services Consumed
Click Continue
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Services Operated (Days)
Click Continue
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Directional Route Miles
Click Continue
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Employees (R-10)
Click Save before closing
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Maintenance Performance (R-20)
Click Save before closing
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Federal Funding Allocation Statistics (FFA-10): No FG or
HIB
Click to select UZA Reporting
Method
Click to move from UZA to UZA
Click Save before closing
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CEO Certification (D-10)• Completed in a sequence of 6
screens
Click Save before going to next screen
Click Next to go to next screen
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D-10 Federal Funding Allocation Data
Click Save before going to next screen
Click Next to go to next screen
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D-10 Financial Data
Click Save before going to next screenClick Next to go to next screen
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D-10 Funding Allocation Review
Click Save before going to next screenClick Next to go to next screen
Click to add findings, if any
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D-10 PMT Sampling
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D-10 UPT Sampling
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National Transit Database Offices
• NTD Operations Center– Charlottesville, Virginia– Monday to Friday: 0800 –1900 Eastern– (888) 252-0936– [email protected]
• NTD Program Office– Washington, DC– Keith Gates, Program Manager– (202) 366-1794– [email protected]
NTD Help Desk
Me, email works best
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• NTD Website training page:http://www.ntdprogram.gov/ntdprogram/seminars.htm
• National Transit Institute, NTD courses: http://www.ntionline.com/courses/courseinfo.php?id=7
• NTD Website presentations page:http://www.ntdprogram.gov/ntdprogram/announcements.htm
Additional Training