Funding and Programming Transportation Projects in California

Dates: May 24-25, 2022

Meets: Tu and W from 8:00 AM to 5:00 PM

Location: DoubleTree by Hilton Fullerton Ballroom

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

This class is offered in partnership with the California Department of Transportation, Division of Local Assistance. Registration fees are subsidized with funding from the Cooperative Training Assistance Program. Reduced rates are available to employees of California's city, county, regional, and other public agencies only.

Credits

This course grants 1.6 CEUs and 16 AICP CM credits. (AICP CMs pending approval)

Description

Funding state and local transportation projects in California is a complex process involving multiple inter-related federal, state, regional, and local planning and operating agencies as well as an alphabet soup of documents and funding programs. Changing requirements and shifting political priorities can further complicate the process. Without a map and a strategy for developing fundable projects, public agencies and local governments risk losing funding opportunities. This course explains how the process works on the ground and provides planners, project managers, and grant managers with guidelines for thinking strategically as they develop fiscal plans, programs, and project descriptions.

Click here for a detailed course outline

Topics Include

  • How the federal and state funding process works in California, including relevant rules and laws
  • Specific policy concerns in California
  • The institutional frameworks through which funding decisions are made and how to navigate them
  • The specific roles played by Caltrans, MPOs, and the CTC
  • How conditions governing different funding sources influence what gets funded and what does not
  • The programming process and its iterations in different programming documents
  • Steps to build an effective funding strategy
  • How to match project description with eligibility criteria for key fund sources
  • Current state and federal transportation funding issues, including federal and state legislation affecting funding, with specific overview of California Senate Bill 1 (SB-1), The Road Repair and Accountability Act of 2017

What You Will Learn

This course focuses on the dynamics of transportation funding as well as knowledge to inform practical grantsmanship. Students develop a better understanding of how the process works in California, including who the players are, how to develop or match a project with a particular funding source(s), and what's on the horizon with regard to funding priorities. Participants will also gain insights into the underlying sources of complexity and uncertainty in transportation funding and finance.

This is not a course on how to prepare a Transportation Improvement Program (TIP) or how to meet specific procedural requirements for a funding program.

Who Should Attend

This course is for transportation planners and project managers in state and local agencies or governments, regional planning agencies, and transit operators. It will also benefit board members, managers, and others involved with developing fundable plans and projects and understanding where transportation funding comes from or how transportation investment choices get made.

For More Information

About our courses and credits, see our FAQ
About cancellations, refunds, and substitutions, see How to Enroll

Cancellation Policy

Cancellation fee is $75. There are no refunds for classes with registration fees of $75 or less. For all other classes, you may cancel your enrollment and receive a refund of your registration fee less $75, provided we receive your written request to cancel at least 5 full working days before the class is scheduled to begin.

In lieu of canceling your registration, you have three additional options, you may (1) transfer your registration to another class, (2) receive a tuition credit for the full amount, useable toward a future class, or (3) send a substitute in your place. Please contact us at least 5 full working days before the class is scheduled to begin so we may process your request.

We recommend you discuss any possible problems or online security issues with your IT person before you register for any online classes. If you are worried about connectivity issues, please contact the online training coordinator the week before the class to schedule a time to test your system. If you do not test your system and you have technical issues during a live online class, we will not provide a refund.

Or email us with your questions at registrar@techtransfer.berkeley.edu
Or call us at 510-643-4393

Notes:

For all in-person classes, we will meet or exceed recommendations from the Centers for Disease Control and Prevention, the California Department of Public Health, and guidance from the University of California, Berkeley regarding events, as well as any local health department directives from the jurisdiction in which the class is located.

At this time, that means that in most of our classrooms physical distancing among class participants is not required. We will be providing and encouraging use of hand sanitizer and discouraging handshakes. In compliance with current UC requirements regarding masks, we will strongly recommend but not require masks indoors, unless the course is being held in a jurisdiction that requires mask wearing at the time the course is held.
Hours:16.00
CEUs:1.60

Fee Breakdown

CategoryDescriptionAmount
Course Fee (Basic)CA Public Agency$ 395.00
Course Fee (Alternate)Standard fee$ 790.00

DoubleTree by Hilton Fullerton Ballroom

DoubleTree by Hilton Fullerton
2932 Nutwood Ave
Fullerton, CA 92831

Andre Boutros

PE, Former Executive Director, California Transportation Commission

Mr. Boutros retired from public service in December 2014, as the Executive Director of the California Transportation Commission. Andre concluded a career of more than 30 years of direct involvement in the development and preservation of California's transportation infrastructure with extensive focus on program and project delivery, and transportation policy and finance. Andre had staffed the Commission since 2007, holding the positions of Chief Program Delivery Officer and Chief Deputy Director, leading to his appointment to the Executive Director in January 2013. Prior to joining the Commission, Andre spent over 23 years with the California Department of Transportation, holding numerous technical and leadership positions, with extensive involvement in bridge and highway engineering, and program and policy development and implementation.


Norma Ortega

Chief Financial Officer, California Department of Transportation (retired 2018)

Norma Ortega served as the Chief Financial Officer for the California Department of Transportation (Caltrans) for nine years managing a $12 billion annual budget prior to retiring in 2018. Ms. Ortega was with Caltrans over 35 years and served in a number of increasingly responsible fiscal management positions including Acting, Chief Deputy Director during 2013 and 2014, bringing a wealth of knowledge and expertise in transportation funding. During her career at Caltrans, Ms. Ortega led a number of fiscal strategies designed to keep funds flowing for transportation, including aggressive cash management of funds during very challenging fiscal times, allowing projects to continue through numerous years of stops and starts of funding; federal approval of almost $5 billion in federal toll credits; reduction of federal inactive obligations; and capturing over $1.5 billion of additional federal funds through the August Redistribution of funds. Ms. Ortega also served as lead on the California Road Charge Pilot Program, exploring an alternative to the traditional funding source for transportation.

Ms. Ortega now works as a strategic advisor with Gray-Bowen-Scott, a professional consulting firm specializing in the delivery of transportation projects in the Greater Bay Area.


Gian-Claudia Sciara

Date Day Time Location
05/24/2022Tuesday8 AM to 5 PM DoubleTree by Hilton Fullerton Ballroom
05/25/2022Wednesday8 AM to 5 PM DoubleTree by Hilton Fullerton Ballroom

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