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RM2 Funding

Regional Measure 2 (RM2)
Regional Traffic Relief Plan Capital Program

Project Sponsor and Implementing Agency’s Page

Information on this page is intended to provide guidance to project sponsors on the RM2 CAPITAL program allocation, reimbursement, and progress report processes. Additionally, other information updates relevant to project sponsors will be posted here.

Information Updates

  • April 27, 2006 – Please use the new IPR template updated in December 2005, as posted below.

Requesting an Allocation

STEP 1: INITIATION OF AN ALLOCATION REQUEST

Approximately 60 days prior to a requested MTC Commission action (see calendar), the project sponsor or implementing agency must submit the following two documents listed. Upon receipt of these documents, MTC staff will review the request and contact the project sponsor. This process is intended to allow time for MTC staff and the project sponsor’s staff to address any outstanding issues on the Initial Project Report (IPR) before the project sponsor presents the IPR to its respective Board for approval. Also during this time, MTC will work with the project sponsor to develop project specific conditions.

Please submit your request electronically to Melanie Choy (mchoy@mtc.ca.gov) with the following attachments completely filled out:

STEP 2: SUBMITTAL OF OFFICIAL ALLOCATION REQUEST PACKAGE

Once the outstanding issues have been addressed and that the implementing agency’s board has taken action on the IPR and resolution of project compliance, approximately 30 days prior to a requested MTC Commission action (see calendar) , the implementing agency must submit final, official signed copies of the following documents listed below. MTC must receive this allocation package before the allocation request can be included in MTC’s Committee agenda for action.  Please refer to Appendix A of the RM2 Policies and Procedures for a description of the documents listed below.

  1. Implementing Agency Resolution of Project Compliance
    (already includes Opinion of Legal Counsel Language)
  2. Opinion of Legal Counsel / MTC Indemnification
    (use only if you wish to take the Opinion of Legal Counsel action separately from the Implementing Agency Board Resolution)
  3. Board or Official Governing Body Approved Initial Project Report (IPR)
  4. Environmental Clearance Documentation
  5. Evidence of Allocation and Commitment of Complementary Funds

MTC’s Allocation review and approval process

Upon agreement to move forward and recommend an allocation, MTC staff will bring the request to the MTC’s Programming and Allocations Committee and Commission for consideration.

STEP 1: Presentation to Programming and Allocations Committee (which meets on the Second Wednesday of everyone month generally)

STEP 2: Presentation to MTC Commission Meeting (which meets on the Fourth Wednesday of every month generally)

STEP 3: Once an allocation is approved by the Commission, MTC's Finance Section sends a letter confirming the allocation and provides instructions on the invoicing process to the project sponsor or implementing agency.

Invoicing and Reimbursement Process

Invoices should be submitted on a quarterly basis, unless MTC approved monthly invoicing for a project sponsor or implementing agency.

The following is  the invoice format for the capital program.

Progress Reports

As of September 21, 2005, approximately half of the RM2 projects will be reporting to MTC on a quarterly basis; the other half will report on a Semi-Annual basis. This categorization is summarized in the Progress Reporting List (Excel) and will be reviewed and updated periodically as the circumstances surrounding projects change. As a reminder only projects with allocations need to submit a quarterly or semi-annual progress reports. However, all projects need to submit an annual update every July, see below.

Quarterly Progress Reporting Schedule Due dates:

  • October 31, 2005 (Covers July 1, 2005 - September 30, 2005)
  • January 31, 2006 (Covers October 1, 2005 - December 31, 2005)
  • April 28, 2006 (Covers January 1, 2006 - March 31, 2006)
  • July 31, 2006 (covers April 1 – June 30, 2006)

Semi-Annual Progress Reporting Schedule Due Dates:

  • January 31, 2006 (Covers July 1, 2005 - December 31, 2005)
  • July 31, 2006 (covers January 1, 2006 – June 30, 2006 )

Details regarding the quarterly progress reports are emailed to project sponsors listed in the IPRs. If you are not receiving the quarterly announcments, please contact Melanie Choy at mchoy@mtc.ca.gov.

Project Signage Logos and Templates

  • For projects with multiple fund sources, sponsors can use the RM2/MTC/BATA logo provided here to insert into already formatted signage or newsletter, or other marketing materials for the project.
  • For projects with RM2 funding only, or if the sponsor wishes to use MTC's signage template, there are two signage formats available: