Funding and Programming Transportation Projects in California

Dates: April 12-13, 2017

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

Location: Ayres Suites Ontario at Mills Mall

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

Note: 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.

Or email us with your questions at registrar@techtransfer.berkeley.edu

Or call us at 510-643-4393

Notes:

We have a limited sleeping room block on a first come first serve basis. To make a reservation, please 800-706-4892 before March 13, 2017 and use the group name PL-02 Funding & Programming Transportation Projects.
Hours:16.00
CEUs:1.60

Fee Breakdown

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

Ayres Suites Ontario at Mills Mall

4370 Mills Circle
Ontario, CA 91764

Norma Ortega

Chief Financial Officer, California Department of Transportation

Norma Ortega was appointed Chief Financial Officer for the California Department of Transportation (Caltrans) in August 2009. Ms. Ortega has been with Caltrans over 25 years and has served in a number of increasing responsible fiscal management positions including serving as Acting, Chief Deputy Director during 2013 and 2014, bringing a wealth of knowledge and expertise to manage the internal operations of Caltrans. During her career at Caltrans, Ms. Ortega has lead a number of fiscal strategies designed to keep funds flowing for transportation, including serving as Caltrans lead on the Road Charge Pilot Program. Other strategies include 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 from other states through the August Redistribution of funds.


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. Andre currently serves as a member of the Advisory Board of the UCLA Institute of Transportation Studies, a member of the Steering Committee for the Annual UCLA Lake Arrowhead Symposium on Transportation, Land Use and Environment, and a member of the Board of Directors of the California Transportation Foundation.

Date Day Time Location
04/12/2017Wednesday8 AM to 5 PM Ayres Suites Ontario at Mills Mall
04/13/2017Thursday8 AM to 5 PM Ayres Suites Ontario at Mills Mall

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