San Francisco County Transportation Authority
Moving the City

The following forms are required to ensure proper reporting and reimbursements for TFCA projects. 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 call Chad Rathmann at 415-522-4825 or Bill Bacon at 415-522-4824 if you have any questions.

Project Status Report Form

This form must be submitted four times annnually (by SEPTEMBER 1, OCTOBER 31, JANUARY 31, and APRIL 30) for projects that are still active (i.e. not closed out). Project sponsors will be notified by the Authority when this form is due.

• Project Status Report Form (.doc)
  

Reimbursement Request Form

A Reimbursment Request Form for the entire grant can be submitted when the project is complete or 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 Authority.

Final Reimbursement Requests must be accompanied by a Project Monitoring Form, a Project Closeout form, and any deliverables listed in the Project Information Sheet of the project's Funding Agreement, including 2-3 ditigal photos of the completed project.

• Reimbursement Request Form (.xls)

Project Closeout Form

Project sponsors must submit this form when closing out a project, in addition to a Project Monitoring Form.  This form is required no matter if all funds have been expended or if funds are to be deobligated for this project.

• Project Closeout Form (PDF)

Final Report Form

This form must be submitted when a project is complete and ready to be closed out.  While the forms request only limited information, any further detailed information on the completed projects is encouraged and should be attached to the forms.  Use only the monitoring form specified in the Funding Agreement for your project.