managing transportation basics for new transportation coordinators office of pupil transportation...
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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
Non-publicschoolmetrocards@schools.nyc.gov1. 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)
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