Per the TFCA funding agreement between the Authority and project sponsors, quarterly progress reports must be submitted by January 15, April 15, and October 15 for the second, third, and first quarters, respectively. The annual report is due to the Transportation Authority by July 15 of following Fiscal Year for which the annual report covers. The annual report also covers the fourth quarter of each Fiscal Year. Quarterly progress reports should be entered via each TFCA project's page at the the Transporation Authority's Portal at https://portal.sfcta.org/.
The below form should be used for annual reports, and should then be uploaded to the respective TFCA project page on the Portal.
- Interim Project Report Form (PDF) (For all projects that are not complete)
Project sponsors must submit this form when closing out a project, in addition to a Final Report Form (see below). This form is required whether or not all funds have been expended or if funds are to be deobligated for the project. Project close-out forms should be completed over the Portal.
See the Portal Guide for Sponsors for additional detail on the above reports and forms.
Final Report Form
This form is not available through the Portal and must be submitted through the Portal as part of the project Close-Out Request. Any additional project information (e.g., final report; evaluation, photos) should also be attached to the Close-Out Request through the Portal. Please note that a Cost-Effectiveness Worksheet must also be submitted along with a Final Report Form. The Final Report Form and Cost-Effectiveness Worksheet, which should be updated to reflect actual project and TFCA costs as well as any revised input data based on project evaluation, are to be uploaded as attachments to the close-out form on the Portal.
- Form 1: Ridesharing; Shuttle/Feeder Bus; Transit Information; Rail-Bus Integration; Smart Growth Projects (Word)
- Form 2: Clean Air Vehicle Projects (Word)
- Form 3: Bicycle Projects (Word)
- Form 4: Arterial Management Projects (Word)
- Cost Effectiveness Worksheets
If you have problems downloading the forms, please try a right click, select "Save Target As," and save the downloaded file to your computer. Please contact Mike Pickford, Transportation Planner, at 415-522-4822 or via email, if you have any questions.
REIMBURSEMENT REQUEST FORM
A Reimbursment Request Form for the entire grant can be submitted when the project is complete. Partial payment can be requested during any stage of the project. Full documentation of all expenses must be provided with the request, including receipts for all purchases, employee timesheets, etc. No expenses incurred prior to the date of the fully executed Funding Agreement will be reimbursed without prior written approval by the Transportation Authority. Please submit reimbursement requests via email to firstname.lastname@example.org.
Final Reimbursement Requests must be accompanied by a Final Report Form, a Project Closeout form (via the Portal), and any deliverables included in the Funding Agreement.
- Reimbursement Request Form (Excel)
FOR MORE INFORMATION
Please contact Mike Pickford, Transportation Planner, at 415-522-4822 or via email, if you have any questions.