Regional Coordination and Fiscal Management & Oversight
This page combines the tools and resources from two branches within the Office of Regional and Community Planning: the Regional Coordination Branch and the Fiscal Management & Oversight Branch. While each branch has distinct responsibilities, together they play a vital role in advancing California’s regional transportation planning through effective coordination, funding management, and compliance.
Regional Coordination Branch
This branch focuses on building strong collaboration between Caltrans, Metropolitan Planning Organizations (MPOs), and Regional Transportation Planning Agencies (RTPAs). This branch provides technical assistance, policy guidance, and support for the development of key planning documents, such as the Regional Transportation Plans (RTPs) and the Overall Work Programs (OWPs). It also serves as a communication link between Caltrans and regional partners to ensure that planning efforts align with state and federal requirements.
Fiscal Management & Oversight Branch
The Fiscal Management & Oversight Branch manages over $134 million in federal and state pass-through funds annually, ensuring efficient and compliant resource distribution. Federal funds, including Metropolitan Planning (PL) and Section 5303 funds, support multimodal transportation planning, while additional competitive grants like SPR and Section 5304 are streamlined under the Consolidated Planning Grant (CPG). State funds, such as Rural Planning Assistance (RPA) and SB 1 funds, support regional and sustainable transportation initiatives through formula-based and competitive grant programs, promoting greenhouse gas reduction and statewide planning goals.
- Formula Grant
Distributed annually on a formula basis (consistent with the FHWA PL formula), these grant fund activities that further the region’s RTP and Sustainable Communities Strategies (SCS). - Competitive Grants (SB1-C)
Awarded through a competitive process, these grants encourage local and regional multimodal transportation and land-use planning that supports RTPs, State Greenhouse Gas (GHG) reduction targets and other statewide goals . Both OWPs and RTPs are developed using federal and state pass-through funds to support effective transportation planning and sustainable development across California.
Regional Planning Resources and Tools
OWP Guidance and Statewide Meeting Materials
- FY 2025-26 RTPA OWP Guidance Document (PDF)
- FY 2025-26 RTPA OWP Statewide Meeting Presentation (PDF)
- FY 2025-26 MPO OWP Statewide Meeting Presentation (PPT)
- FY 2025-26 MPO OWP Guidance Document (PDF)
OWPA
Amendment Transmittal Memo Template
Allocations/Estimates
- FY 2025-26 FTA 5303 FHWA PL&CS, and SB 1 Allocation Estimates (PDF)
- Statewide Meeting Recording
- RPA Estimates Coming Soon!
Certifications and Assurances
- FY 2024 FTA Certifications and Assurances (PDF)
- 2025-26 FTA Metropolitan Transportation Planning Process Self-Certification (PDF)
- 2025-26 FTA State and Metropolitan Transportation Planning Process Self-Certification (PDF)
- 2025-26 Debarment and Suspension Certification (PDF)
- Disclosure of Lobbying Activities Form (PDF)
Invoicing
OWPA
Allocations/Estimates
- FY 2024-25 FTA 5303, FHWA PL&CS and SB1 Final Allocations (PDF)
- FY 2024-25 Final Rural Planning Assistance Allocations (PDF)
Certifications and Assurances
- 2024-25 Debarment and Suspension Certification (PDF)
- 2024-25 FHWA Metropolitan Planning Process Certification for MPOs (PDF)
- 2024-25 FHWA Metropolitan Planning Process Certification for RTPAs (PDF)
- 2024-25 FTA Certifications and Assurances (PDF)
- Standard Lobbying Activities Form (PDF)
- Fiscal Year 2024 Annual List of Certifications and Assurances for FTA Grants and Cooperative Agreements
Invoicing
Contacts
Erin Thompson | Office Chief
Regional and Community Planning
Neil Dixon, AICP | Acting Branch Chief
Araceli Zuniga | Branch Chief
Federal and Fiscal Management Oversight Branch