Skip to content

Texas Public Transportation Performance Reporting Training Courses:
Training Outline

[Updated January 18, 2006]

DAY ONE
 
9:00 am - 10:00 am Welcome and Overview
  • Training Objectives
    • Consistency of definition
    • Accuracy of data collection
    • Data analysis
    • Quality control / quality assurance
    • Data reporting
    • Performance management and enhancement
  • Texas demographics and future trends
  • Overview of state funding formula as it relates to performance
  • Introductions
10:00 am - 10:30 am What to Report
  • Report all services
  • Contracted services
    • Public transit provider purchases from public transit provider
    • Public transit provider purchases from non-public transit provider
    • Non-public transit provider purchases from public transit provider
    • Non-public transit provider purchases from non-public transit provider
10:30 am - 12:00 noon Operating Data
  • Service Hours and Miles
    • Revenue Service
    • Deadhead Service
    • Actual vs. Scheduled Service
    • Revenue hours and miles (fixed route, demand response)
      • Data collection methods
        • Scheduling system / automated systems
        • Manual methods
        • Sample reports
        • Reasonableness checks
  • Passengers (boardings)
    • Definition
    • Data collection (fixed route, demand response)
      • Scheduling system / farebox / automated system
      • Manual methods
        • Sample
        • Census
  • Failures
    • Definition
    • Data collection
  • Data analysis / quality control
    • Examine data by mode (fixed route, demand response)
      • Variance analysis (previous month, same month previous year, year-to-date)
      • Generate performance indicators
        • Miles per hour
        • Passengers per hour
        • Miles between failures
      • Trend analysis on performance indicators
12:00 noon - 1:30 pm Lunch Break / Q & A
1:30 pm - 3:30 pm Financial Reporting
  • Revenues (fixed route and demand response)
    • Federal and State Revenues (includes 5310)
    • Local Revenues
      • Passenger fares
      • Local government funding (not dedicated tax)
      • Contributed services (not cash)
      • Other auxillary, transit/non-transit related revenues
      • Sales tax (dedicated)
      • Other entity funding
    • Contract Revenues
      • Medical Transportation Program (MTP)
      • JARC
      • C-MAQ
      • New Freedom
      • Head Start
      • Other Contract Revenues
  • Expenses (fixed route and demand response)
    • Operating expenses
    • Maintenance expenses
    • Administrative expenses
    • Purchased transportation expenses
    • Less Capital expenses in PT
    • Planning expenses
  • Data analysis / quality control
    • Examine data by mode (fixed route, demand response)
      • Variance analysis (previous month, same month previous year, year-to-date)
      • Generate performance indicators
        • Cost per mile
        • Cost per passenger
        • Cost per hour
        • Local Investment per operating expense
      • Trend analysis on performance indicators
3:30 pm - 3:45 pm Break
3:45 pm - 5:00 pm Financial Allocation Concepts
  • Distribution of expenses by mode
  • Distribution of revenues by mode
  • Distribution of expenses from larger organization
 
DAY TWO
 
9:00 am - 9:30 am Brief Summary of Day One
9:30 am - 10:30 am Breakout 1: Focus on Data Collection / Reporting
9:30 am - 10:30 am Breakout 2: Presentation of Performance Data
10:30 am - 12:00 noon Management Analysis
  • Management Statistics – what is it telling you
    • Efficiency
      • Cost per mile
      • Cost per passenger
      • Cost per hour
      • Farebox recovery ratios
      • Subsidy per passenger
      • Subsidy per mile
      • Subsidy per hour
    • Effectiveness
      • Passengers per hour
      • Passengers per mile
      • Passengers per capita
    • Local Investment
      • Local funds per operating expense
    • Maintenance Indicators
      • Miles between failures
      • Maintenance expense per mile
      • Spare Ratio
      • Fleet age
      • Average miles per vehicle annually
      • Average lifetime miles per vehicle
12:00 noon - 1:15 pm Lunch
1:15 pm - 3:00 pm Performance Enhancement (Urban and Rural breakout)
  • Operations
    • Service Design
    • Scheduling efficiency / effectiveness
    • In-house versus contracting
    • Coordination
3:00 pm - 3:30 pm Final Questions and Evaluation

Information About: