Training

TFLEx Guide for Transit Newbies

Transit agencies hire finance professionals for their finance expertise, and many arrive without transit knowledge. These lessons cover the basics so staff can speak knowledgeably about the industry with internal and external customers.

  1. 1

    Module 1: History and Benefits of Transit (PDF)

    The benefits and history of public transportation in North America, and a sense of the transit customer's perspective.

    1.0 CPE credit with knowledge test
  2. 2A

    Module 2A: Bus and Rail Planning and Scheduling (PDF)

    Designing an efficient, effective transit network hinges on critical success factors in planning and scheduling and in operations and maintenance. This module covers planning and scheduling.

    1.0 CPE credit with knowledge test
  3. 2B

    Module 2B: Bus and Rail Operations & Maintenance (PDF)

    The heart and soul of large transit agencies. Operations and maintenance work hand in hand to deliver comfortable, safe, reliable, timely service, including demand response, ferry, and cable car services where offered.

    1.0 CPE credit with knowledge test
  4. 3

    Module 3: Key Performance Indicators (PDF)

    What are the different types of key performance indicators? What are the leading and lagging measures?

    1.0 CPE credit with knowledge test
  5. 4

    Module 4: Federal Regulatory Framework (PDF)

    Every agency faces local, state, and federal regulations. All agencies must abide by the same federal regulations, which this module covers.

    1.0 CPE credit with knowledge test
  6. 5

    Module 5: Sources of Capital and Operating Funds (PDF)

    A basic understanding of federal and non-federal funding sources.

  7. 6

    Module 6: Grants Management (PDF)

    The importance of grants to transit agencies, and how to manage them.

  8. 7

    Module 7: Fare Policy (PDF)

    A basic understanding of fares and fare collection for urban transit agencies.

  9. 8

    Module 8: Paratransit Operations (PDF)

    A basic understanding of paratransit operations.

  10. 9

    Module 9: Procurement (PDF)

    Comply with federal and non-federal regulations, recognize your agency's responsibilities as a steward of public funds, and identify the roles involved in procurement.

  11. 10

    Module 10: Capital Projects (PDF)

    The capital project process, the types of capital project risk, and how agencies manage them.

TFLEx members earn 1.0 CPE credit for each marked module after passing its knowledge test (qualified assessment).