2008 Annual Reporting Introduction

Overview
What Has Changed from Prior Year
Internet reporting System Security
Detailed Instructions
Accessing Internet Reporting
Home: The Annual Report Home Page
Sys Admin: Changing Your Password
Monthly: Providing Ridership Data
Safety and Security: Providing Incident Data
Help: Obtaining More Information
Annual: Reporting Annual Data
Issues: Validating Data
Reports: Accessing Reports to Help Report Annual Data
e-File: Sending Declarations, Requests and Other Communication
Communications Summary: Viewing a History of Correspondence with NTD
Tips for Using Internet Reporting
Navigating Between Screens
Saving a Form
Viewing, Printing and Exporting Reports

Identification form (B-10)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
NTD ID
Identification Information
Are You A Recipient or Beneficiary of Urbanized Area Program Grans with Continuing Requirements?
Are You Requesting a Nine or Fewer Vehicles Waiver?
Organization Type
Institutional Structure
Demographic Information
Number of Vehicles Operated in Annual Maximum Service by Mode and Type of Service
Capital or Non-Capital Investment for Mode not Currently in Service
Filing a Separate NTD Report
Line by Line Instructions
Contacts form (B-20)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Detailed Instructions
Contact Type: CEO
Contact Type: NTD Contact
Contact Type: Safety Contact
Contact Type: Security Contact
Line by Line Instructions
Contractual Relationship form (B-30)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
Monetary Nature of Contractual Relationship
Contracted Service
Operating Expenses
Line by Line Instructions

Sources of Funds — Funds Expended and Funds Earned form (F-10)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
Directly Generated Funds by the Transit Agency: All Transit Agencies
Funds Dedicated to Transit at their Source
Local and State Government Sources
Federal Government Sources
Summary
Line by Line Instructions
Uses of Capital form (F-20)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
Guideway
Passenger Stations
Administrative Buildings
Maintenance Buildings
Revenue Vehicles
Service Vehicles
Fare Revenue Collection Equipment
Communications and Information Systems
Other
Line by Line Instructions
Operating Expenses form (F-30)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
Chart of Accounts for Modal Operating Expenses
Functions
Object Classes
Line by Line Instructions
Operating Expenses Summary form (F-40)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
Reconciling Items
Americans with Disabilities Act of 1990 Related Expenses
Line by Line Instructions

Service form (S-10)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
Maximum Service Vehicles
Periods of Service
Service Supplied
Service Consumed
Service Operated (Days)
Directional Route Miles
Demand Response Taxicab Reporting
Line by Line Instructions
Fixed Guideway Segments form (S-20)
Overview
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
Required Data Fields
Directional Route Miles Summaries
Modifying, Adding and Deleting FG Segments
Delete Segment Data
Line by Line Instructions Fixed Guideway Segments form (S-20) - Bus
Line by Line Instructions Fixed Guideway Segments form (S-20) - Trolleybus
Line by Line Instructions Fixed Guideway Segments form (S-20) - Rail, Ferryboat, Aerial Tramway

Federal Funding Allocation Statistics form (FFA-10)
Overview
Urbanized Area Formula Program
Capital Program for Fixed Guideway Modernization
Reporting Requirements and Thresholds
What Has Changed from Prior Year
Approach
Detailed Instructions
Urbanized Area Number
Urbanized Area and Other than Urbanized Area Reporting Method
Reporting Statistics among Urbanized Areas and Other than Urbanized Areas
Bus Fixed Guideway Operations
Line by Line Instructions

Reporting Requirements and Thresholds
What Has Changed from Prior Year
Chief Executive Officer Certification
Overview
Overall Report
Federal Funding Allocation Data
Independent Auditor Statement for Financial Data
Independent Auditor Statement for Federal Funding Allocation Data
Passenger Miles Traveled Data
Unlinked Passenger Trip Data
Chief Executive Officer Certification form (D-10)
Line by Line Instructions
Independent Auditor Statements
Independent Auditor Statement of Financial Data
Overview
Suggested Format
Independent Auditor Statement for Federal Funding Allocation Data
Overview
Suggested Procedures
Suggested Format

NTD Glossary of Terms

List of Examples

Example 1 — Continuing Requirements
Example 2 — Nine or Fewer Vehicles Waiver Eligibility
Example 3 — Accrual Accounting
Example 4 — Cooperative Agreements
Example 5 — Purchased Transportation Services Reporting — Between Public Buyer and Private Seller
Example 6 — Reporting Fare Revenues and Net Contract Expenditures by Buyer
Example 7 — Purchased Transportation Services Reporting — Transit Agency X (User-side Subsidy Program)
Example 8 — Purchased Transportation Services Reporting — Transit Agency Y (Brokerage System)
Example 9 — Reporting Funding Sources
Example 10 — Reporting Net Funds for Bonds
Example 11 — Reporting Principal and Interest Payments for Loans
Example 12 — Reporting Project Need Classification
Example 13 — Reporting Predominant Use
Example 14 — Allocating Joint Expenses
Example 15 — Reporting Maintenance Facilities
Example 16 — Calculating Lane Miles
Example 17 — Reporting Total Mileage during Period and Average Lifetime Mileage per Active Vehicle
Example 18 — Computing Average Daily Data
Example 19 — Computing Average Weekday Passenger Car Revenue Miles and Passenger Miles Traveled by Time Period
Example 20 — Computing Annual Total Data
Example 21 — Calculating Vehicle Revenue and Vehicle Hours and Miles for Peak Periods
Example 22 — Calculating Actual Train and Passenger Car Statistics
Example 23 — Using Average Trip Length to Estimate Passenger Miles Traveled Data
Example 24 — Work Hours and Prorated Person Hours
Example 25 — Revenue Vehicle System Failure Reporting
Example 26 — Compressed Natural Gas Conversion
Example 27 — Reporting Options
Example 28 — Reporting Bus Statistics for Fixed and for Non-Fixed Guideway
Example 29 — Independent Auditor Statement for Financial Data — Suggested Format
Example 30 — Independent Auditor Statement for Federal Funding Allocation Data — Suggested Format

Exhibit 1 — FY 2008 Annual Reporting Changes and Clarifications
Exhibit 2 — Summary of NTD Reporting Requirements
Exhibit 3 — NTD Annual Reporting Timeline
Exhibit 4 — NTD Contact Information
Exhibit 5 — New Agency Reporing Timeline
Exhibit 6 — Reference Documents
Exhibit 7 — Issue Status
Exhibit 8 — Contractual Relationship Reporting
Exhibit 9 — Funding Categories and their Uses
Exhibit 10 — Assignment of Expense Object Classes to Allocation Variables
Exhibit 11 — Requirements for Weekday Periods
Exhibit 12 — Vehicles Operated in Maximum Service and Vehicles Available in Maximum Service
Exhibit 13 — Trains in Operation and Passenger Cars in Operation
Exhibit 14 — Accounting for Miles and Hours for Bus Service
Exhibit 15 — Accounting for Miles and Hours for Demand Response Service
Exhibit 16 — Accounting for Miles and Hours for Rail Service
Exhibit 17 — Mandatory Year Criteria for Sampling Passenger Miles
Exhibit 18 — Passenger Miles Traveled Chief Executive Officer Certification Requirements
Exhibit 19 — Guidelines for Determining Whether an Individual is an Employee
Exhibit 20 — Employee Operating Labor Classifications — Chapter 6 of Uniform System of Accounts
Exhibit 21 — Compressed Natural Gas Conversion Factors
Exhibit 22 — Federal Funding Allocation Statistics Form Corresponding Data
Exhibit 23 — Annual Declaration Requirements
Exhibit 24 — Federal Funding Allocation Data Review — Suggested Procedures

Viewing the 2008 Reporting Manual in PDF Format
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Downloading Instructions
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Printing Instructions
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2008 Reporting Manual
.pdf      Table of Contents
.pdf      Introduction
.pdf      Internet Reporting
.pdf      Basic Information Module
.pdf      Financial Module
.pdf      Asset Module
.pdf      Service Module
.pdf      Resource Module
.pdf      Federal Funding Allocation Statistics Module
.pdf      Declarations

.pdf      Auditor's Help Sheet for the IAS-FFA
.pdf      Auditor's Help Sheet for the IAS-FD
.pdf      Glossary of NTD Terms

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