loses its designation as Program Manager or otherwise becomes ineligible to receive TFCA funds or if for any reason, such TFCA funds are no longer available to it, AUTHORITY's obligations hereunder shall be terminated without further obligation or liability to SPONSOR.
13. Total Cost
The total cost of this AGREEMENT shall not exceed $229,878 from Resolution 25- 31-G (rev 1) approved November 19, 2025 .
14. Attorney’s Fees
If either Party commences an action against the other Party, either legal, administrative or otherwise, arising out of or in connection with this AGREEMENT, the prevailing Party in such litigation shall be entitled to have and recover from the losing Party reasonable attorney’s fees and all other costs of such action.
15. Waiver
No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel or otherwise.
16. Integration
This AGREEMENT represents the entire of AGREEMENT of the Parties with respect to the subject matter hereof. No representations, warranties, inducements, or oral agreements have been made by any of the Parties except as expressly set forth herein or in other contemporaneous written agreements.
[SIGNATURES ON FOLLOWING PAGE]
5.11.a
Packet Pg. 229 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
IN WITNESS WHEREOF, the Parties hereto have executed this AGREEMENT as of the date below written.
CONTRA COSTA TRANSPORTATION
AUTHORITY
“AUTHORITY”
CITY OF SAN RAMON
“SPONSOR”
By: By:
Aaron Meadows
Aaron Meadows Steven Spedowfski
Chair City Manager
By:
____________________________________
Brian Bornstein
Director of Public Works
ATTEST:
ATTEST:
By: By:
Tarienne Grover
Clerk of the Board
Joan Snashall
City Clerk
APPROVED as to legal form: APPROVED as to legal form:
By: By:
Fennemore Wendel
Authority General Counsel
Martin Lysons
Legal Counsel
5.11.a
Packet Pg. 230 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
EXHIBIT A
Sponsor Work Program
(Project Information Form, Cost-Effectiveness Calculation and Project Budget)
5.11.a
Packet Pg. 231 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
EXHIBIT B
Funding Agreement (No. 26-CC)
between
The Bay Area Air Quality Management District
and
Contra Costa Transportation Authority
5.11.a
Packet Pg. 232 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
EXHIBIT C
Transportation Fund for Clean Air 40% Fund Policy
5.11.a
Packet Pg. 233 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 1 TFCA 40% Fund, FYE 2026: Project Information Form
Revised 10/20/25
A. Project Number: 26CC02
B. Project Sponsor: South West Area Transportation (SWAT) C. Project Title: Countywide Vanpool Programs:
D. Project Category (project will be evaluated under this category): Ridesharing Projects Project Type Code: 5e Ridesharing – Vanpools
E. Project Coverage Type
X Countywide OR
☐ Subregional (Choose all that apply)
☐ West County
☐ Central County
☐ East County
☐ Southwest County
F. Project Budget: (See Attached SWAT Vanpool_Project Budget Regional Vanpool 1 Yr 25_26) TFCA 40% Funds Allocated: $229,878
TFCA Regional Funds Awarded (if applicable): $
Total TFCA Funds Allocated (sum of 40% and Regional Funds): $ Other / Matching Funds: $ Source:
Total Project Cost: $229,878
G. Performance Period: 06/30/2026
H. Project Schedule (required for infrastructure projects):
I. Project Description:
Project Sponsor will use TFCA funds to:
•Assist and coordinate vanpool ridematching workshops for worksites to encourage vanpooling instead of driving alone.
•Countywide Vanpool Passenger and Driver Incentive Programs:
• Vanpool Passengers – receive 50% reimbursement of their Vanpool fare after riding in a Vanpool for three consecutive months.
• Vanpool On the Road Bonus – provide Vanpools with a $1,000 bonus if they maintain a new Vanpool for 12 consecutive months, with a minimum of six (6) new Vanpool passengers.
o Program expanded to be continuous and provide a $1000 every year vanpool is on the road with a minimum of 6 passengers.
5.11.a
Packet Pg. 234 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 2 • Vanpool Driver Rides Free – provides an additional incentive to the drivers to start a new Vanpool. The incentive provides up to $200 a month towards the Vanpool lease payment for the first year. Project Sponsor will use TFCA funds to • Continue update, automation & redesign of the Countywide Vanpool Program and Website – Work with the 511 Contra Costa website consultant to do more targeted marketing promotions within the most congested areas throughout the County using social media. Combine older vanpool databases to create a more streamlined Countywide database for maintaining required records. The goal is to reduce the amount of paperwork received and processed for this Program and provide an easy online system for users as well as better and more powerful reporting tool for staff.
J. Final Report Content: Final Report form and final Cost Effectiveness Worksheet X Trip Reduction
☐ Clean Air Vehicles
☐ Bicycle Projects
☐ Arterial Management Projects
☐ Repower and Retrofit
K. Attach a completed Pre- Project Cost‐Effectiveness Worksheet and any other information used to evaluate the proposed project. (Attached 2_Trip Reduction FYE 2026 Vanpool - Southwest Emissions_Trip Reduction Program)
L. Confirm that the project is not required by regulation, contract, or policy: Not required M. Comments(if any):
N. Benefits to Priority Areas
a) Please indicate if the project is located in an SB535 Disadvantaged Community, AB1550 Low‐ income Community, and/or AB617 process (Please use this CA Air Resources Board link to verify your project’s location).
AB1550 Low‐income Community (Please use the map to find your project’s location:
https://ww3.arb.ca.gov/cc/capandtrade/auctionproceeds/communityinvestments.htm) YES – Disadvantaged & Low-Income Communities: Richmond, San Pablo, Bay Point, Rodeo, Pittsburg, Martinez, Concord, Antioch, Oakley
b) Estimate the percentage of funds spent in the Priority Areas and/or on the affected population within Priority Areas.
Disadvantaged percentage: 80%
Section 2. Project Category Specific Questions
O. If a ridesharing, first‐ and last‐mile connections service, pilot trip reduction, transit information, telecommuting or infrastructure improvement project, explain how the number of vehicle trips that will be reduced by the project was estimated, and provide supporting
5.11.a
Packet Pg. 235 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 3 information and data to justify the estimate.
Ridership Per Van
Month Apr-25
Average Passengers Per Van
Passengers
Travelled
VOMS (All vans in Bay
Area) Passengers Per Van
Average
Ridership 2,892 513 5.65
PMT = Passenger Miles Traveled Monthly
Month 2025-04
Weekday Weekend Saturday Sunday Total
UPT 81,182 11,906 6,994 4,912 93,088
VRH 18731:44:00 3506:54:00 2044:09:00 1462:45:00 22238:38:00 VRM 881,040 170,518 99,571 70,947 1,051,558
PMT 4,253,045 770,916 455,522 315,394 5,023,961
Days Operated 22 8 4 4 30
VOMS 513 304 241 152 513
Passengers Travelled 2,892 1,522 1,202 753 2,896
Avg One-Way Mileage 58.4 67.6 69.1 65.8 60
*Source April 2025 Monthly Ridership (MR) MR20 - National Transit Data (NTD) Reporting - Vanpooling Report Provided by MTC for FTA to utilize.
Average VMT per van is 2116.65. Multiplied by 85 vans is 236,015
P. If an alternative fuel vehicle project, provide the following information:
a. Vehicle type (e.g., plug‐in hybrid‐electric, fuel cell vehicles) b. Gross Vehicle Weight Rating
c. New vehicle or replacement project?
d. If this is a new vehicle project, explain how the anticipated usage (miles per year) for the vehicles were estimated.
RTPC
CC
Origin
CC
Destination
Both
CC Total
WCCTAC 9 15 6 24
SWAT
Lamorinda 0 0
TRANSPAC 10 10
TRNASPLAN 24 24
SWAT Tri
Valley 19 1 1 20
Total Vans 62 16 7 85
5.11.a
Packet Pg. 236 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 4 Q. If a first‐ and last‐mile connections service project, confirm that the service will comply with all the following requirements:
☐ Service connects directly to a transit station and a distinct commercial or employment location.
☐ Service schedule coordinates with the mass transit’s schedule. ☐ Service is available for use by all members of the public. ☐ Service is at least 70% unique and operates where no other service was provided within the past three years.
R. If a pilot trip reduction project, confirm that the project complies with all the following requirements:
☐ Project will reduce single‐occupancy vehicle trips and result in a reduction in emissions of criteria pollutants.
☐ Service is available for use by all members of the public. ☐ Applicant provided a written plan showing how the service will be financed in the future and require minimal, if any, TFCA funds to maintain its operation by the end of the third year.
☐ If the local transit provider is not a partner, the applicant demonstrated that they have attempted to have the service provided by the local transit agency. The transit provider was given the first right of refusal and determined that the proposed project does not conflict with existing service.
☐ Applicant provided data and/or other evidence demonstrating the public’s need for the service, such as a demand assessment survey and letters of support from potential users. ☐ Service is at least 70% unique and operates where no other service was provided within the past three years.
S. If a bicycle parking project, answer the following questions:
a. What plan is the project referenced in?
b. Will the project be publicly accessible and available for use by all members of the public? T. If a bikeway project, answer the following questions:
a. What plan is the project referenced in?
b. Will the project be publicly accessible and available for use by all members of the public? c. If applicable, will the project be consistent with design standards published in the California Highway Design Manual or conform to the provisions of the Protected Bikeway Act of 2014?
d. Has the project completed all applicable environmental reviews and either have been deemed exempt by the lead agency or have been issued the applicable negative declaration or environmental impact report or statement? U. If a bike share project, confirm that the project complies with all the following requirements:
☐ Project either increases the fleet size of existing service areas or expands existing service areas to include new Bay Area communities.
☐ Project completed and approved an environmental plan and a suitability study demonstrating the viability of bicycle sharing.
• Project has shared membership and/or is interoperable with the Bay Area Bike Share (BABS) project when they are placed into service. Please select the choice that best
5.11.a
Packet Pg. 237 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 5 describes the project:
☐ Interoperable with BABS
☐ Exempt from requirement for the following reason(s):
☐ i. Projects that do not require membership or any feesfor use; ☐ ii. Projects that were provided funding under MTC’s Bike Share Capital Program to start a new or expand an existing bike share program; or ☐ iii. Projects that attempted to coordinate with, but were refused by, the current BABS operator to have shared membership or be interoperable with BABS. Applicants must provide documentation showing proof of refusal.
V. If an infrastructure improvement for trip reduction project, answerthe following questions:
a. What plan is the project referenced in?
b. Which transportation control measure from the most recently adopted Air District plan is the project implementing?
c. Has the project completed all applicable environmental reviews and either have been deemed exempt by the lead agency or have been issued the applicable negative declaration or environmental impact report or statement? W. If an alternative fuel infrastructure project, confirm that the project complies with all the following requirements:
☐ Project must be designed, installed, and maintained as required by the existing recognized codes and standards and as approved by the local/state authority. ☐ Project funds awarded will not be used to pay for fuel, electricity operation, or maintenance costs.
• Please clarify the infrastructure project’s primary purpose (select all that apply):
☐ charge vehicles 14,000 lbs and less
☐ charge vehicles 14,001 lbs and more
☐ serve private fleet
☐ available for public use
☐ other (please specify):
X. Describe the methodology in measuring project performance, including eliminated automobile trips, VMT reduction, emission reduction, and other performance measures. Describe your reporting format.
Project Performance measured by eliminating automobile trips. Reporting format will be provided as backup for TDM bill as well as an annual vanpool survey.
Y. Provide either an authorizing “letter of commitment”, or a resolution to indicate the applicant has received their agency’s authority to apply for funding.
Certification:
I (print name), certify that the information provided is complete and correct. (Signature) Date
Project Sponsor
Chris Weeks
06/12/25
5.11.a
Packet Pg. 238 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) RIDESHARING, BICYCLE, SHUTTLE, AND SMART GROWTH PROJECTS Cost Effectiveness Inputs FYE 2026 TFCA 40% Fund Worksheet 26CC02 2025
Version 2026, Updated 1/9/25
Countywide Vanpool
Program 1
2026
410,978
Calculations Tab: Complete areas shaded in yellow only. 229,878
SAMPLE ENTRIES ARE SHOWN IN LIGHT BLUE NA
$229,878.00
Emission Reduction Calculations
Step 1 - Emissions for Eliminated Trips
A B C D E F G H I
# Trips/Day (1-way) Days/Yr Trip Length (1-
way) VMT
ROG
Emissions
(gr/yr)
NOx Emissions
(gr/yr)
Exhaust &Trip End
PM10 Emissions (gr/yr) *
Other PM10
Emissions
(gr/yr) *
CO2 Emissions
(gr/yr)
100 240 16 304294 30,344 26,259 409 61,880 88,770,567
960 354 58 19,846,656 1,284,255 1,381,789 22,692 4,035,947 5,699,992,672 0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0
Total 19,846,656 1,284,255 1,381,789 22,692 4,035,947 5,699,992,672 Step 2 - Emissions for New Trips to Access Transit/Ridesharing 50 250 3 304294 23,824 23,154 372 61,880 87,927,937
480.0 354 3.0 509,760 124,381 79,013 1,109 103,663 158,214,748 0 0 0 0 0 0
Total 509,760 124,381 79,013 1,109 103,663 158,214,748
A B C D E F G H I J K L M N
0.1 # Vehicles, Model Year Emission Std. Vehicle GVW ROG Factor (gr/mi)
NOx Factor
(g/mi)
Exhaust PM10
Factor (g/mi)
Total PM10 Factor
(g/mi)
CO2 Factor
(g/mi) (See
CO2 Table for
LD and LHD)
Total Annual VMT
(sum all vehicles)
ROG Emissions
(gr/yr)
NOx Emissions
(gr/yr)
Exhaust PM10
Emissions (gr/yr) Other PM10 Emissions (gr/yr) CO2 Emissions (gr/yr) 2, 2005 LEV 10,001-14,000 0.23 0.40 0.12 0.32 860 8000 1,840 3,200 960 1,600 6,880,000 85, 2021 LEV 10,001-14,000 0.361 0.108 0.002 0.0005438 60.49 236015 85,201 25,490 472 -344 14,276,547 0 0 0 0 0
Total 236,015 85,201 25,490 472 -344 14,276,547
A B C D E F G H I J K L M N O P Q
Vehicle Ref # Engine Year,
Make, & Model
Odometer
reading
ROG Factor
(gr/mi)
ROG DR
(g/10k miles)
NOx Factor
(g/mi) Nox DR (g/10k miles Exhaust PM10 Factor (g/mi)
Exhaust PM DR
(g/10k miles)
Other PM10 Factor
(g/mi)
CO2 Factor
(g/mi)
Total Annual VMT
(sum all vehicles) ROG Emissions (gr/yr) NOx Emissions (gr/yr) Exhaust PM10
Emissions (gr/yr)
Other PM10
Emissions (gr/yr)
CO2
Emissions
(gr/yr)
0.00 0 0 0 0
0.00 0 0 0 0
0.00 0 0 0 0
Total 0 0 0 0 0 0
Cost Effectiveness Results Annual Lifetime
19,100,881.00 19,100,881.00 Miles
169,920.00 169,920.00 Trips
1.1846 1.185 Tons
1.4079 1.408 Tons
4.3582 4.358 Tons
4.8003 4.800 Tons
6,092.9248 6,092.925 Tons
6.9507 6.951 Tons
33,072.52 /Ton
$31,095 /Ton
6. PM Weighted Emissions Reduced
7. CO2 Emissions Reduced
8. Emission Reductions (ROG, NOx & PM)
9. TFCA Project Cost - Cost Effectiveness (ROG, Nox & PM)
10. TFCA Project Cost - Cost Effectiveness (ROG, NOx & Weighted PM). THIS VALUE MUST MEET POLICY REQUIREMENTS.
5. PM Emissions Reduced
Total Cost for route 40%:
Total Cost for route 60%:
Total TFCA Cost for route:
Step 3A - Emissions for Shuttle/Vanpool Vehicles up to GVW of 14,000 lbs.
See Emission Factors Tab
Step 3B - Emissions for Buses
See Emission Factors Tab
1. VMT Reduced
2. Trips Reduced
3. ROG Emissions Reduced
4. NOx Emissions Reduced
Total Cost for route:
40% Proj.#: Project Operational Start Year:
Route Name: # Years Effectiveness:
Project Operational End Year:
Printed on:
5.11.a
Packet Pg. 239 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) version September 2025 Page 1 of 1
CONTRA COSTA TRANSPORTATION AUTHORITY
Transportation for Clean Air Fund (TFCA)
Invoice Cover Sheet & Progress Report
Report Date:
For Reporting Period Covering: [Most recent MONTH or QUARTER]
PROJECT INFORMATION
Project # : [i.e., 25CC0- ]
Project Title:
Project Sponsor:
Project Start Date:
Percent Complete (Estimated):
BILLING INFORMATION
Invoice Amount:
Total TFCA $ Awarded:
Fiscal Year Awarded: [i.e., FY2025-26]
Total TFCA Funds Expended by County Program Manager:
Total Project Cost:
PROJECT STATUS
Please summarize activities performed since the last invoice/progress report (if no reportable activity, indicate “N/A”):
CERTIFICATION
I (print name), to the best of my knowledge, certify that the information provided is complete and correct; and that if one or more extensions have been approved, that significant progress has been made on each project for which the funds were granted, pursuant to HSC 44242(d).
(Signature)
Project Sponsor
5.11.a
Packet Pg. 240 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Timothy Haile, Executive Director
Contra Costa Transportation Authority
2999 Oak Rd #100
Walnut Creek, CA 94597
RE: TFCA 40% Fund Funding Agreement for Fiscal Year Ending 2026 Dear Mr. Haile:
The Bay Area Air Quality Management District (Air District) Board of Directors approved your 2026 expenditure plan for the Transportation Fund for Clean Air (TFCA) 40% Fund (also called the County Program Manager Fund) on May 7, 2025.
Attached is the proposed Funding Agreement for FYE 2026. Although not attached, the TFCA 40% Fund Policies are incorporated by reference.
If you have questions regarding the enclosed Funding Agreement or any other TFCA 40% Fund matters, please contact us at [email protected].
We appreciate your efforts to improve air quality in Contra Costa County.
Sincerely,
Minda Berbeco
Manager, Strategic Incentives Division
5.11.a
Packet Pg. 241 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
FUNDING AGREEMENT
BETWEEN
THE BAY AREA AIR QUALITY MANAGEMENT DISTRICT
AND
CONTRA COSTA TRANSPORTATION AUTHORITY
26-CC
This Funding Agreement (Agreement) is entered into between the Contra Costa Transportation Authority (Administering Agency), and the Bay Area Air Quality Management District (Air District). The Administering Agency and the Air District will each be referred to as a Party, and as the Parties collectively. This Agreement includes Attachment A, which specifies the funding allocated under this Agreement, and Attachment B, which pertains to insurance requirements.
SECTION I
RECITALS:
1) The Air District is authorized under California Health and Safety (Health & Safety) Code Sections 44223 and 44225 to levy a fee on motor vehicles registered within its jurisdiction (Motor Vehicle Fees), a portion of which the Air District receives and dedicates to its Transportation Fund for Clean Air (TFCA) program.
2) TFCA program monies may be allocated for projects to reduce air pollution from motor vehicles and to implement transportation control measures included in the plan adopted pursuant to Health and Safety Code Sections 40233, 40717, and 40919. 3) In accordance with Health and Safety Code Section 44241(d), the Air District allocates not less than forty (40) percent of the TFCA monies received to implement the Transportation Fund for Clean Air 40% Fund (also referred to as the County Program Manager program) (Program).
4) The Air District has been notified, in a communication dated September 16, 1992, that the Administering Agency is the duly authorized recipient of the proportionate share of Program monies for Contra Costa County, and has been so designated by resolution(s) adopted by the Contra Costa County Board of Supervisors and by the city councils of a majority of the cities representing a majority of the population in the incorporated area of the county. The terms Administering
Agency are set forth in the resolution(s).
5) On November 6, 2024, the Air District Board of Directors (Board of Directors) approved the TFCA 40% Fund Policies Commencing FYE 2026 (Policies). The Policies set forth requirements, including eligibility and cost-effectiveness requirements, for projects funded by TFCA funds in fiscal year ending (FYE) 2026. The Policies are incorporated as Appendix Transportation Fund for Clean Air 40% Fund Expenditure Plan Guidance for Fiscal Year Ending 2026 (Guidance) and are incorporated herein and made a part hereof by this reference as if fully set forth herein. 6) On or about March 3, 2025, the Administering Agency submitted an Expenditure Plan Application to the Air District for its Contra Costa County TFCA Program, which specified
5.11.a
Packet Pg. 242 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 2 of 10
interest income earned by the Administering Agency and TFCA funds from previously funded TFCA projects available for reprogramming to other eligible TFCA projects. 7) On May 7, 2025 the Board of Directors approved an estimated new allocation of FYE 2026 TFCA Program monies of $1,563,500 for Contra Costa County (New FYE 2026 TFCA Department of Motor Vehicle (DMV) vehicle registration fees paid. On this same date, the Board of Directors approved an estimated total funding level for FYE 2026 of $1,988,906 for Contra Costa County (TFCA Funds), which is to be administered by the Administering Agency and will be covered by this Agreement. The TFCA Funds include: the New FYE 2026 TFCA Allocation, any reprogramming of TFCA monies remaining from projects from prior fiscal years, and any interest earned in the prior year. 8) The Air District and the Administering Agency, pursuant to Health and Safety Code Section 44241, hereby enter into this Agreement to: (a) implement the Program within Contra Costa County; (b) select and fund projects that improve air quality in the San Francisco Bay Area Air Basin and comply with the Policies; and (c) oversee such funded projects to assure that they meet, and are implemented in accordance with, the Policies and the terms of this Agreement. This Agreement covers the funding allocation set forth in Paragraph 7 above.
SECTION II
ADMINISTERING AGENCY AGREES:
1) To implement the FYE 2026 Program within Contra Costa County in accordance with this Agreement and the Policies.
2) To select and fund projects that improve air quality in the San Francisco Bay Area Air Basin and that comply with the Policies and the terms of this Agreement (Program Projects).
Recipients of TFCA Funds may include the Administering Agency, which undertakes its own County projects, and other entities (Sub-awardees). The Administering Agency will designate the Program Projects as FYE 2026 Program Projects for administrative purposes. 3) Except in the case where the Administering Agency is undertaking its own County projects, the Administering Agency must enter into a binding agreement with each Sub-awardee that sets forth the maximum amount of TFCA Funds awarded for each Program Project, and requires each Sub-awardee to comply with both the terms of this Agreement and the Policies and to implement the Program Projects as approved by the Administering Agency. The Administering Agency must maintain copies of the written agreements with Sub-awardees, including any amendments to carry out the Program Projects. 4) To allocate (i.e., program) all TFCA Funds by November 7, 2025. 5) To expend all TFCA Funds within two (2) years of receipt of the first payment of the TFCA funds (Expenditure Deadline) unless one of the following applies:
a) Multi-Year Funded Project: Administering Agency requests multi-year funding in compliance with the Guidance; and Air District approves the request for multi-year funding. b) Extensions of Expenditure Deadline:
5.11.a
Packet Pg. 243 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 3 of 10
i. Action by Administering Agency: If consistent with the Policies and Guidance, the Administering Agency may extend the Expenditure Deadline for up to an additional two (2) years, but no later than December 31, 2029, by one of the following methods:
1. A particular Program Project application for funds states that the project will take a longer period of time to implement and an extension is approved in writing by the Administering Agency; or
2. The Administering Agency finds, based on the Subthat despite significant progress on the particular Program Project, the Subawardee requires additional time to implement the Program Project and the Administering Agency approves the extension of time in writing. ii. Action by Air District: If consistent with the Policies and Guidance, the Air District may grant a further extension for a particular Program Project under the following circumstance:
1. The Administering Agency finds, based on the Subthat despite significant progress on the particular Program Project, the Subawardee requires additional time to implement the Program Project (beyond the two years that the Administering Agency has already granted); the Administering Agency submits an extension request to the Air District no later than sixty (60) days prior to the end of the Expenditure Deadline; and the Air District approves the request in writing.
6) To return to the Air District any TFCA Funds and associated interest unexpended as per Section II, Paragraphs 4 and 5.
7) To maintain, at all times during the term of this Agreement, a separate account or sub-ledger for all TFCA Funds and to withdraw funds from this separate account only for the reimbursement of costs to implement Program Projects. Failure to comply with this paragraph will constitute grounds for termination pursuant to Section IV, Paragraph 2 below. 8) To maintain, or cause to be maintained, adequate records to document and demonstrate to Air District staff and auditors the receipt, interest accrual, and expenditures of Air District funds to implement the Program.
9) To track and report to the Air District all interest accrued from TFCA Funds. a) The Administering Agency may not use interest from TFCA Funds for administrative purposes.
b) The distribution of any interest funds will be at the discretion of the Administering Agency, after consultation with the Air District and must be in accordance with the Policies and applicable State law.
10) To track and report to the Air District any TFCA Funds and associated interest unencumbered at the time of completion or termination of a Program Project. The distribution of any such funds and associated interest will be at the discretion of the Administering Agency, after consultation with the Air District.
5.11.a
Packet Pg. 244 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 4 of 10
11) To limit administrative costs to conduct the Program to no more than six and one quarter percent (6.25%) of the New FYE 2026 TFCA Allocation received by the Administering Agency.
12) To allow, and to require the Subrepresentatives, and its independent auditors, during the term of this Agreement and for five (5 Years of Effectiveness, defined below, to conduct
inspect the Program Projects. During audits, the Administering Agency will make available to the Air District in a timely manner all records relating to the implementation of the Program and of SubProgram Projects. During inspections, the Administering Agency will provide, at the request of the Air District, access to inspect a Sub13) To keep, and to require Sub-awardees to keep, all financial and Program Project implementation records necessary to demonstrate compliance with this Agreement and the Program. Such records include the reports required by Section II, Paragraphs 9 and 16 and those records required to demonstrate compliance with the terms of this Agreement, including those records specifically listed in Section II, Paragraphs 3, 7, 8, 9, 10, 11, 12, 14, 16, 17, and 21. Such records shall include documentation that demonstrates significant progress made for those Program Projects seeking extensions to the completion date. The Administering Agency must keep such documents in a central location, and require its Subawardee to keep such records at a central Sub-awardee location, for a period of five (5) years
14) To maintain, and to require that each Sub-awardee maintain, employee time sheets documenting those hourly labor costs incurred in the implementation of this Agreement, including both administrative and Program Project implementation costs, or to establish an alternative method to document staff costs charged to the funded project. 15) To distribute TFCA Funds allocated to the County, for County-sponsored Program Projects, or a Sub-awardee only as reimbursement for documented Program Project costs that are eligible and approvable under the Policies.
16) To prepare and submit reports to the Air District as follows:
a) Semi-annual Funding Status Report: Beginning May 31, 2026, the Administering Agency must submit a report by May 31 and October 31 of each year until all Program Projects are completed that specifies a) the Program Projects that have been cancelled, completed, and completed at a cost less than the allocation during the previous six-month period and if completed at a lesser cost, the amount of associated unexpended funds; and b) the Program Projects for which the Administering Agency has extended any deadlines and, for those projects, the revised completion date and documentation of the certification that, pursuant to Health and Safety Code Section 44242(d), the Sub-awardee had made significant progress. b) Post-Project Cost-Effectiveness Worksheet: Beginning May 31, 2026, the Administering Agency must submit by each May 31 and October 31, until all Program Projects are completed, a Post-Project Cost-Effectiveness Worksheet for each completed Program
5.11.a
Packet Pg. 245 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 5 of 10
Project, which itemizes (a) the expenditure of the TFCA Funds, and (b) the results of the monitoring of the performance of each Program Project on Air District-approved form. c) If the due date for a report specified above falls on a weekend or on a State holiday, then that report is due on the following business day.
17) To acknowledge, and to require all Sub-awardees to acknowledge, the Air District as a , if
applicable, as specified below:
a) The logo must be used on signs posted at the site of any Program Project construction. b) The logo must be displayed on any vehicles or equipment operated or obtained as part of a Program Project.
c) The logo must be used on any public information material relating to a Program Project, such as websites and printed materials, including transit schedules, brochures, handbooks, maps and other promotional materials.
d) The Administering Agency must retain documentation, such as photographs of vehicles and copies of press releases, demonstrating that Air District logos are used and displayed as required.
18) To assure that all TFCA Funds received under this Agreement are expended only in accordance with all applicable provisions of law for projects that are implemented directly by the Administering Agency, and to require Sub-awardees to expend the funds only in accordance with all applicable provisions of law.
19) To return TFCA Funds awarded for an Administering Agency's County project to the Air District, and require that Sub-awardees return TFCA Funds awarded to the Administering Agency, all TFCA Funds that are not expended in accordance with applicable provisions of law.
20) To return TFCA Funds awarded for an Administering Agency's County project to the Air District, and require that Sub-awardees return TFCA Funds awarded to the Administering Agency, if a project is not maintained and/or operated throughout and until the conclusion of value stated in Appendix H of the Guidance for the applicable project type, unless a different value was approved and shown to yield a Project meeting the cost-effectiveness requirement in the Policies by the Administering Agency. The amount of funds returned to the Administering Agency will be calculated on a prorated basis. Any such funds returned to the Administering Agency must be reallocated to eligible TFCA Program Projects. 21) To obtain and maintain, and to require that each Sub-awardee obtain and maintain, therein, including the provision of documentation of said insurance coverage. Failure to obtain and maintain the insurance coverage and to comply with all insurance requirements is a breach of this Agreement.
22) To the extent not otherwise prohibited by law, and to the extent required by the California Public Records Act (California Government Code section 7920 et seq.), to make available to
5.11.a
Packet Pg. 246 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 6 of 10
the public and to require that Sub-awardees make available to the public any software, written documents, or other products developed with TFCA Funds. 23) To ensure that work products provided by the Administering Agency under this Agreement comply with Web Content Accessibility Guidelines 2.0, levels A and AA, and otherwise meet the accessibility requirements set forth in California Government Code Sections 7405 and 11135, Section 202 of the federal Americans with Disabilities Act (42 U.S.C. § 12132), and Section 508 of the federal Rehabilitation Act (29 U.S.C. § 794d) and the regulations promulgated thereunder (36 C.F.R. Part 1194). For any work products provided in PDF format, the Administering Agency shall also provide an electronic version in the original electric format (for example, Microsoft Word or Adobe InDesign).
SECTION III
AIR DISTRICT AGREES:
1) To pay the FYE 2026 TFCA monies, the amount of which is estimated on Attachment A, Summary Information, Line 3 and calculated as set forth in Section III, Paragraphs 1a and 1b below, for Program Projects and administration that are consistent with the Policies and this Agreement, in two payments. Payments will be made after this Agreement has been signed by both the Administering Agency and the Air District. Notwithstanding the above, the Air District is only obligated to pay that portion of the FYE 2026 TFCA monies that constitutes that portion of the fees subvened by the DMV for calendar year 2025 to the Air District for its allocation to the Administering Agency from the Program funds. To the extent the estimated FYE 2026 TFCA monies exceed the Motor Vehicle Fees that are received by the Air District and are available to the Administering Agency, the Administering Agency understands and agrees that the Air District will not pay the difference between the Motor Vehicle Fees available and the estimated FYE 2026 TFCA monies. a) To endeavor to forward the first payment within thirty (30) business days of the Air District receiving from the DMV all the revenues that comprise the payment. The first payment will
generated from registration fees paid for motor vehicles that registered in Contra Costa County between January 1, 2025, and June 30, 2025
and audit costs.
b) To endeavor to forward the second payment within thirty (30) business days of the Air District receiving from the DMV all the revenues that comprise the payment. The second payment will
generated from registration fees paid for motor vehicles that registered in Contra Costa Countybetween July 1, 2025, and December 31, 2025
and audit costs.
2) To provide timely notice prior to conducting an audit. 3) To provide the Administering Agency, and any other requesting party, a copy of the fiscal and performance audits conducted pursuant to Section 44242 of the Health and Safety Code.
5.11.a
Packet Pg. 247 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 7 of 10
4) To provide the Administering Agency with all Air District-approved reporting forms required for the Administering Agency to submit pursuant to this Agreement, including the reports required pursuant to Section II, Paragraph 16 above. 5) To provide a copy of the Air District logo to the Administering Agency solely for use to fulfill the obligation under Section II, Paragraph 17 of this Agreement.
SECTION IV
IT IS MUTUALLY AGREED:
1) Term: The term of this Agreement is from July 1, 2025 to December 31, 2029, unless it is terminated or amended as provided for in Paragraphs 2 and 8 of this Section or elsewhere in this Agreement, or unless this Agreement has been fully satisfied. The Administering records retention obligations under this Agreement continue beyond the The Sub-awardee has two years to implement the project, unless the Expenditure Deadline is extended pursuant to Section II, Paragraph 5 for a particular Program Project. If the Expenditure Deadline is extended for a particular Program Project, the terms and conditions of this Agreement will continue to apply with respect to that particular Program Project until it is completed.
2) Termination: Either Party may terminate this Agreement at any time by giving written notice of termination to the other Party specifying the effective date thereof. Notice of termination under this paragraph must be given at least ninety (90) days before the effective date of such termination, unless the parties mutually agree to an earlier termination date. This Agreement will also terminate at the end of the fiscal year during which the Contra Costa Transportation Authority loses its designation as Administering Agency for Contra Costa County.
3) Indemnity: The Administering Agency agrees to indemnify and hold harmless the Air District, its employees, agents, representatives, and successors-in-interest against any and damages arising out of the performance by the Administering Agency of its duties under this Agreement or operation or use of equipment that is funded by the Program and must require Sub-awardees to indemnify and hold harmless the Air District, its employees, agents, representatives, and successors-in-interest against any and all liability, loss, of their performance of the project or operation or use of the equipment that is funded by the Program.
4) Notices: All notices that are required under this Agreement shall be provided in the manner set forth herein, unless specified otherwise. Notice to a party shall be delivered to the attention of the person at the address listed below, or to such other person or persons as may hereafter be designated by that party in writing. Notice shall be in writing sent by email.
5.11.a
Packet Pg. 248 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 8 of 10
Notice shall be deemed to have been received on the date of such transmission, provided such date was a business day and delivered prior to 4:00 p.m. PST/PDT. Otherwise, receipt of notices shall be deemed to have occurred on the following business day.
DISTRICT: Bay Area Air Quality Management District
Attn: Director of Strategic Incentives
RE: TFCA 40% Fund Project #26-CC
375 Beale Street, Suite 600
San Francisco, CA 94105
[email protected]
ADMINISTERING AGENCY: Contra Costa Transportation Authority Attn: Timothy Haile, Executive Director
RE: TFCA 40% Fund #26-CC
2999 Oak Rd. Suite 100
Walnut Creek, CA 94597
[email protected]
5) Program Liaison: Within thirty (30) days from the Effective Date of this Agreement, the Administering Agency shall notify the Air District of the Administering Agency Liaison shall be the liaison to the Air District pertaining to implementation of this Agreement and shall be the contact for information about the Program and Program Projects. The Administering Agency shall notify the Air District of the change of Program the date of any change.
6) Additional Provisions and Additional Acts and Documents: Each Party agrees to do all such things and take all such actions, and to make, execute and deliver such other documents that are reasonably required to carry out the provisions, intent and purpose of this Agreement. All attachments to this Agreement are expressly incorporated herein by this reference and made a part hereof as though fully set forth. 7) Integration: This Agreement, including all attachments hereto, represents the final, complete, and exclusive statement of the agreement between the Air District and the Administering Agency
described in this Agreement, and supersedes all prior and other contemporaneous understandings and agreements of the parties pertaining to the terms and conditions herein.
No Party has been induced to enter into this Agreement by, nor is any Party relying upon, any representation or warranty outside those expressly set forth herein. 8) Amendment: This Agreement may not be modified except in writing, signed by both Parties hereto, and any attempt at oral modification of this Agreement shall be void and of no effect.
9) Independent Contractor: Neither the Administering Agency nor its officers, employees, agents, or representative shall be considered employees or agents of the Air District. 10) Assignment: Neither Party shall assign, sell, license, or otherwise transfer any rights or obligations under this Agreement without the prior written consent of the other Party.
5.11.a
Packet Pg. 249 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 9 of 10
11) Waiver: No waiver of a breach, of failure of any condition, or of any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the Party waiving the breach, failure, right, or remedy. No waiver of any breach, failure, right, or remedy shall be deemed a waiver of any other breach, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. Further, the failure of a Party to enforce performance by the other Party of any term, covenant, or condition of this Agreement, and the failure of a Party to exercise any rights or remedies hereunder, shall not be deemed a waiver or relinquishment by that Party to enforce future performance of any such terms, covenants, or conditions, or to exercise any future rights or remedies.
12) Severability: If a court of competent jurisdiction holds any provision of this Agreement to be illegal, unenforceable or invalid in whole or in part for any reason, the validity and enforceability of the remaining provisions, or portions of them, will not be affected. 13) Force Majeure: Neither the Air District nor the Administering Agency shall be liable for or deemed to be in default for any delay or failure in performance under this Agreement or interruption of services resulting, directly or indirectly, from acts of God, enemy or hostile governmental action, civil commotion, strikes, lockouts, labor disputes, fire or other casualty, judicial orders, governmental controls, regulations or restrictions, inability to obtain labor or materials or reasonable substitutes for labor or materials necessary for performance of this Agreement, national or State declared pandemics, or other causes, except financial that are beyond the reasonable control of the Air District or the Administering Agency.
14) Governing Law: Any dispute that arises under or relates to this Agreement shall be governed by California law, excluding any laws that direct the application of another to this
Agreement, including mediation, shall be San Francisco, California. 15) Effective Date: The effective date of this Agreement is the date the Air District Executive Officer/Air Pollution Control Officer executes the Agreement (Effective Date). 16) Survival of Terms: Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled, and shall apply but may not be
limited to, Section II. Paragraph 8, 12, and 13 and Section IV. Paragraph 3 (Indemnity).
5.11.a
Packet Pg. 250 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 10 of 10
IN WITNESS WHEREOF, the Administering Agency and the Air District have entered into this Agreement as of the date listed below.
FOR AIR DISTRICT:
by: ________________________________
Philip M. Fine
Executive Officer/APCO
Bay Area Air Quality Management District
FOR ADMINISTERING AGENCY:
by: __________________________________
Timothy Haile
Executive Director
Contra Costa Transportation Authority
Date: ______________________________ Date: __________________________________ Approved as to form:
by: _________________________________
Alexander Crockett
General Counsel
Bay Area Air Quality Management District
Approved as to form (optional):
by: __________________________________
Legal Counsel
5.11.a
Packet Pg. 251 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Attachment A 26-CC FYE 2026 Bay Area Air District FYE 2026 TFCA 40% Fund Attachment A, Page 1 of 1 Summary Information Administering Agency Name: Contra Costa TransportationAuthority Address: 2999 Oak Road, Suite 100, Walnut Creek, CA 94597 Project Admin (max 6.25%) [1] Total (Project + Admin) 1 Estimated FYE 2026 DMV revenues (based on projected CY2024 revenues) Line 1 $ 1,465,781 $ 97,719 $ 1,563,500 2 Reconciliation and Reprogrammed Funds Line 2 $ 423,655 $ - $ 425,406 Reconciliation: Difference between prior-year estimate and actual revenue $ 26,266 $ - $ 28,017 a. Actual FYE 2024 DMV revenues (based on CY2023) 2a $ 1,467,016 $ 97,801 $ 1,564,817 b. Estimated FYE 2024 DMV revenues 2b $ 1,440,750 $ 96,050 $ 1,536,800 Reprogrammed: Total available for programming/reprogramming to other projects $ 397,389 $ 397,389 c. Amount available from previously funded projects 2c $ 267,064 d. Admin expended in FYE 2024 2d $ 97,801 e. Interest income earned on TFCA funds in CY 2024 2e $ 130,325 3 Move funds available from Admin to Projects (Optional) Line 3 $ - $ - 4 Estimated Total Available TFCA Funds (Sum of Lines 1, 2 and 3) Line 4 $ 1,889,436 $ 97,719 $ 1,988,906 Percentage of Estimated Revenue allocated to Administrative Costs (maximum of 6.25%) Previous % from FYE 2024 Expenditure Plan: 6.25% Current % for FYE 2026: 6.25% Health and Safety Code Section 44233, Administering Agency must limit their administrative costs to no more than 6.25% of the actual total revenue received from the Air District. 5.11.a Packet Pg. 252
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Attachment B 26-CC FYE 2026
Bay Area Air District FYE 2026 TFCA 40% Fund Attachment B, Page 1 of 1
INSURANCE REQUIREMENTS
Verification of Coverage
The Administering Agency shall obtain and maintain certificates and/or other evidence of the insurance coverage required below. The Air District reserves the right to require the Administering Agency to provide complete, certified copies of any insurance offered in compliance with these specifications. Certificates, policies and other evidence provided shall specify that the Air District shall receive 30 days advanced notice of cancellation from the insurers.
Minimum Scope of Insurance
Throughout the Term as defined in Section IV of the Agreement, the Administering Agency shall obtain and maintain in full force and effect the Liability Insurance as set forth below, and shall require any third party and each Sub-awardee to obtain and maintain in full force and effect the insurance as set forth below.
1. Liability Insurance with a limit of not less than $1,000,000 per occurrence. Such insurance shall be of the type usual and customary to the business of the Administering Agency and Sub-awardee, and to the operation of the vehicles, vessels, engines or equipment operated by the Sub-awardee.
2. Property Insurance in an amount of not less than the insurable value of Sub-awardee vehicles, vessels, engines or equipment funded under the Agreement, and covering all risks of loss, damage or destruction of such vehicles, vessels, engines or equipment.
Acceptability of Insurers
The Air District may, at its sole discretion, waive or alter this requirement or accept selfinsurance in lieu of any required policy of insurance.
5.11.a
Packet Pg. 253 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
5.11.a
Packet Pg. 254 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
5.11.a
Packet Pg. 255 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
5.11.a
Packet Pg. 256 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement)
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, Bay Area Air Quality Management District - Grants Department (we, us or Company) may be required by law to provide to you certain written notices or disclosures.
Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign system. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure (ERSD), please confirm your agreement by selecting the checkGetting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.
All notices and disclosures will be sent to you electronically
5.11.a
Packet Pg. 257 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
How to contact Bay Area Air Quality Management District - Grants Department:
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:
To contact us by email send messages to: [email protected] To advise Bay Area Air Quality Management District - Grants Department of your new email address
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you must send an email message to us at [email protected] and in the body of such request you must state: your previous email address, your new email address. We do not require any other information from you to change your email address.
If you created a DocuSign account, you may update it with your new email address through your account preferences.
To request paper copies from Bay Area Air Quality Management District - Grants Department
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an email to [email protected] and in the body of such request you must state your email address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with Bay Area Air Quality Management District - Grants Department
5.11.a
Packet Pg. 258 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an email to [email protected] and in the body of such request you must state your email, full name, mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The current system requirements are found here: https://support.docusign.com/guides/signer-guidesigning-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-box nex
By selecting the checkthat:
You can access and read this Electronic Record and Signature Disclosure; and You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and
Until or unless you notify Bay Area Air Quality Management District - Grants Department as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by Bay Area Air Quality Management District - Grants Department during the course of your relationship with Bay Area Air Quality Management District - Grants Department.
5.11.a
Packet Pg. 259 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Transportation Fund for Clean
Air 40% Fund
Expenditure Plan Guidance
Commencing
Fiscal Year Ending 2026
Transportation Fund for Clean Air
Bay Area Air Quality Management District
375 Beale Street, Suite 600, San Francisco, CA 94105
Issued December 2024
Revised January 2025, April 2025
5.11.a
Packet Pg. 260 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 202 6 BAAQMD Transportation Fund for Clean Air Page 1
5.11.a
Packet Pg. 261 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 2
TABLE OF CONTENTS
Transportation Fund for Clean Air (TFCA)....................................................... 3 Updates from Fiscal Year Ending (FYE) 2025 ................................................. 4 Bay Area Administering Agency Liaisons......................................................... 4 TFCA 40% Fund ................................................................................................ 5 Roles and Responsibilities......................................................................................5 Eligible TFCA Project Types.................................................................................6 Attributes of Cost-Effective Projects......................................................................6 Attributes of Projects that Meet the “Readiness” Policy ........................................7 Program Schedule...................................................................................................8 Expenditure Plan Application Process ...................................................................9 Programming of Funds...........................................................................................9 Reporting Forms...................................................................................................10 Administration of Project Requests......................................................................11 Additional Information.........................................................................................13 Appendix A: Guidelines for Eligible TFCA Reimbursable Costs ................... 14 Appendix B: Sample Expenditure Plan Application ........................................ 16 Appendix C: Sample Funding Status Report Form.......................................... 18 Appendix D: Board-Adopted Policies Commencing FYE 2026...................... 19 Appendix E: Glossary of Terms....................................................................... 28 Appendix F: Insurance Guidelines................................................................... 29 Appendix G: Sample Project Information Form .............................................. 31 Appendix H: Instructions for Cost-Effectiveness Worksheets......................... 34
5.11.a
Packet Pg. 262 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 3
Transportation Fund for Clean Air (TFCA)
Vehicle emissions represent the largest contributor to unhealthful levels of ozone (summertime "smog") and particulate matter; on-road motor vehicles, including cars, trucks, and buses, constitute the most significant sources of air pollution in the Bay Area.
To protect public health, the California State Legislature enacted the California Clean Air Act in 1988.
Pursuant to this law, the Bay Area Air Quality Management District (Air District) has adopted the 2017 Clean Air Plan (CAP), which describes how the region will work toward compliance with State and Federal ambient air quality standards and make progress on climate protection. To reduce emissions from motor vehicles, the 2017 CAP includes transportation control measures (TCMs) and mobile source measures (MSMs). A TCM is defined as “any strategy to reduce vehicle trips, vehicle use, vehicle miles traveled, vehicle idling, or traffic congestion for the purpose of reducing motor vehicle emissions.” MSMs encourage the retirement of older, more polluting vehicles and the introduction of newer, less polluting motor vehicle technologies.
In 1991, the California State Legislature authorized the Department of Motor Vehicles (DMV) to impose a $4 surcharge on motor vehicles registered within the Bay Area to fund projects of TCMs and MSMs. The Air District allocates this revenue through its Transportation Fund for Clean Air (TFCA) program to fund eligible projects and programs. The statutory authority and requirements of the TFCA program are set forth in California Health and Safety Code (HSC) Sections 44241 and 44242.
TFCA-funded projects have many benefits, for example:
Reducing air pollution, including air toxics such as benzene and diesel particulates Conserving energy and helping to reduce greenhouse gas emissions Improving water quality by decreasing contaminated runoff from roadways Improving transportation options
Reducing traffic congestion
Forty percent (40%) of these TFCA funds are pass-through funds to the designated administering agency in each of the nine counties within the Air District’s jurisdiction based on the county’s proportionate share of fee-paid vehicle registration (“TFCA 40% Fund”). The remaining sixty percent (60%) of these funds are awarded by the Air District to eligible projects and programs implemented directly by the Air District and to a grant program known as the Regional Fund.
This document provides guidance on the expenditure of the TFCA 40% Fund.
5.11.a
Packet Pg. 263 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 4
Updates from Fiscal Year Ending (FYE) 2025
Air District staff brings updates to the TFCA 40% Fund Policies for Board approval. Based on feedback and comments received during the public comment period, the following updates have been made:
• Increase the maximum cost-effectiveness for alternative fuel vehicles from $500,000/ton to $522,000/ton to align with the Carl Moyer Program (policy #2) • Redefine the Air District’s “Priority Areas” by removing the Air District’s Community Air Risk Evaluation (CARE) areas from the definition
• Revert the amount of time in which a grantee is required to commence a project from 24 to 12 months (policy #6)
• Update language so that zero emission vehicles are not restricted to the same gross vehicle weight rating (GVWR) as the baseline vehicle being replaced, as zero emission vehicles that complete the same work and are of the same size are often heavier than their diesel counterparts due to battery weight (policies #22 and #24)
• Updated the bike-parking language to allow for upgrades from bike racks to e-lockers or to bicycle storage facilities. (policy #30.a.)
• Removed requirement of submitting an Interim Project Report, Project Information Form, and a Final Report to the Air District for FYE 2026 and future cycles. Administering Agencies may choose to continue requiring their project sponsors to submit this information. Please note that Interim Project Reports and Final Reports are still required for projects FYE 2025 and prior years.
Bay Area Administering Agency Liaisons
County Contact Email
Alameda Jacki Taylor [email protected]
Contra Costa Ying Smith [email protected]
Marin Scott McDonald [email protected]
Napa Addrell ColemanDiana Meehan [email protected]@nvta.ca.gov Santa Clara Bill Hough [email protected]
San Francisco Mike Pickford [email protected]
San Mateo Kim Wever [email protected]
Solano Dulce Jimenez [email protected]
Sonoma David Ripperda [email protected]
5.11.a
Packet Pg. 264 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 5
TFCA 40% Fund
Roles and Responsibilities
Administering agencies are required to do the following:
1. Administer funding in accordance with applicable legislation, including HSC Sections 44233, 44241, and 44242, and with Air District Board-Adopted TFCA 40% Fund Policies Commencing FYE 2026 (found in Appendix D).
2. Hold one or more public meetings each year
a. to adopt criteria for the expenditure of the funds if those criteria have been modified in any way from the previous year (criteria must include the Air District Board-Approved TFCA 40% Fund Policies)1, and
b. to review the expenditure of revenues received.
3. Prepare and submit Expenditure Plan Applications, Project Information Forms, Cost-Effectiveness Worksheets, and Funding Status Reports, and Final Reports to the Air District.
4. Provide funds to only projects that comply with the Air District Board-Approved Policies and/or that have received Air District Board of Director’s approval for award.
5. Encumber and expend funds within two years of the receipt of funds, unless an application for funds states that the project will take a longer period of time to implement and an extension is approved in writing by the Air District or the administering agency, or unless the time is subsequently extended if the recipient requests an extension and the administering agency finds that significant progress has been made on the project. The administering agency is responsible for tracking and monitoring its administrative costs and Project Sponsors’ reimbursement costs. All costs incurred must be based on actual costs (e.g., timecards) and not estimated costs.
6. Limit administrative costs in handling of TFCA funds to no more than 6.25 percent of the actual funds received, or funds allocated in the funding agreement, whichever method the administering agency has historically administered.
7. Allocate (i.e., program) all new TFCA funds within six months of the date of the Air District Board of Director’s approval of the Expenditure Plan.
8. Provide information to the Air District and to auditors on the expenditures of TFCA funds.
Air District is required to do the following:
1. Hold a public hearing to
a. Adopt cost-effectiveness criteria that projects and programs are required to meet. Criteria shall maximize emission reductions and public health benefits; and b. Allocate the administering agency’s share of DMV fee revenues.
2. Provide guidance, offer technical support, and hold workshops on program requirements, including cost-effectiveness.
3. Review Expenditure Plan Applications, Cost-Effectiveness Worksheets, and Project Information Forms, Funding Status Reports, and Final Reports.
1 California Senate Bill 491. Transportation: omnibus bill. Retrieved from https://leginfo.legislature.ca.gov/. Approved by Governor on October 2, 2015.
5.11.a
Packet Pg. 265 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 6
4. Re-distribute unallocated TFCA funds from the TFCA 40% Fund.
5. Limit TFCA administrative costs to a maximum of 6.25 percent of the TFCA 40% funds.
6. Conduct audits of TFCA programs and projects.
7. Hold a public hearing in case of any misappropriation of revenue.
Eligible TFCA Project Types2
TFCA legislation requires that projects meet eligibility requirements, as described in the California HSC Section 44241. The following is a complete list of mobile source and transportation control project types authorized under the California HSC Section 44241(b):
1. The implementation of ridesharing programs;
2. The purchase or lease of clean fuel buses for school districts and transit operators;
3. The provision of local feeder bus or shuttle service to rail and ferry stations and to airports;
4. Implementation and maintenance of local arterial traffic management, including, but not limited to, signal timing, transit signal preemption, bus stop relocation and "smart streets”;
5. Implementation of rail-bus integration and regional transit information systems;
6. Implementation of demonstration projects in telecommuting and in congestion pricing of highways, bridges, and public transit;
7. Implementation of vehicle-based projects to reduce mobile source emissions, including, but not limited to, engine repowers, engine retrofits, fleet modernization, alternative fuels, and advanced technology demonstrations;
8. Implementation of a smoking vehicles program;
9. Implementation of an automobile buy-back scrappage program operated by a governmental agency;
10. Implementation of bicycle facility improvement projects that are included in an adopted countywide bicycle plan or congestion management program; and
11. The design and construction by local public agencies of physical improvements that support development projects and that achieve motor vehicle emission reductions. The projects and the physical improvements shall be identified in an approved area-specific plan, redevelopment plan, general plan, or other similar plan.
TFCA funds may not be used for:
• Planning activities that are not directly related to the implementation of a specific project; or • The purchase of personal computing equipment for an individual's home use.
Attributes of Cost-Effective Projects
Project uses the best available technology or cleanest vehicle (e.g., achieves significant petroleum reduction, is not a Family Emission Limit (FEL) engine, and/or have zero tailpipe emissions). Project is placed into service within one year and/or significantly in advance of regulatory changes (e.g., lower engine emission standards).
Project requests relatively low amounts of TFCA funds (Project Sponsor provides significant matching funds).
2 Projects must also comply with the Board-adopted 40% Fund Policies found in Appendix D.
5.11.a
Packet Pg. 266 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 7
The following are additional attributes of cost-effective projects for specific project categories:
o For vehicle trip reduction projects (e.g., bike facilities, First- and Last-Mile Connections, ridesharing):
▪ Project serves relatively large percentage of riders/participants who otherwise would have driven alone over a long distance.
▪ Project provides “first- and last-mile” connection between employers and transit. ▪ Service operates on a route (service and non-service miles) that is relatively short in distance. o For pilot trip reduction projects (excluding pilot First- and Last-Mile Connections projects):
▪ Project reduces single-occupancy commute-hour vehicle trips. Service operates in areas that are underserved and lack other comparable service in past three years, or significantly expands service to an existing area. If multiple transit agencies provide service in the project area, the relevant transit agencies must have been given the first right of refusal and determined that the proposed project does not conflict with existing service. If a similar service is already available in a project location, the new proposed project would be considered 70% unique if the service area expands access to at least 70% of unserved locations.
▪ Service is designed to be self-sustaining or require minimal TFCA funds by the end of the project’s operational period.
▪ Services connects users to mass transit.
o For vehicle-based projects:
▪ Vehicle has high operational use, annual mileage, and/or fuel consumption (e.g., taxis, transit fleets, utility vehicles). A vehicle can operate outside the Air District, but only the operation within the Air District will be counted towards the air emissions reduced. o For infrastructure improvements for trip reduction projects:
▪ Pre- and post-project counts demonstrate high usage and potential to shift mode or travel behavior that reduces emissions. Project demonstrates a strong potential to reduce motor vehicle trips by significantly improving mobility via walking, bicycling, and improving transit. ▪ Project is located along high-volume transit corridors and/or is near major activity centers such as schools, transit centers, civic or retail centers.
▪ Project is associated with a multi-modal transit center, supports high-density mixed-use development or communities.
▪ Project does not induce travel demand through roadway widening, intersection widening, and roadway capacity expansion.
Projects must also meet project-specific requirements in Appendix H, which provides further guidance on maximum project Years of Effectiveness and cost-effectiveness calculation.
Attributes of Projects that Meet the “Readiness” Policy The intent of TFCA is to fund projects that achieve surplus emission reductions within two years. For FYE 2026, administering agencies may grant project extensions up to December 31, 2029. Any additional project extensions must be requested to the Air District.
The following is a list of activities that should be completed prior to allocating TFCA funds to ensure the successful completion of projects:
• Planning (e.g., design)
• Jurisdictional approval (e.g., permits)
5.11.a
Packet Pg. 267 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 8
• Legislative approvals (e.g., CPUC)
• Environmental review/approvals (e.g., EIR, negative declaration)3 Program Schedule
Tentative Program Schedule (Administering agencies deadlines are italicized) Date Activity
December 2024 Expenditure Plan Application Guidance issued by Air District January 2025 Expenditure Plan Application funding estimates issued by Air District March 1, 2025 Deadline for administering agency to email Expenditure Plan Application, which includes:
• Summary Information Form, signed and dated by administering agency’s Executive Director
• Summary Information Addendum Form (if applicable)
April 16, 2024 Proposed Expenditure Plan funding allocations reviewed by Air District’s Policy, Grants, & Technology Committee
May 7, 2025 Expenditure Plan funding allocations considered for approval by Air District’s Board of Directors
May 31, 2025 Air District provides Funding Agreements for funding allocations to administering agency for signature
May 31, 2025 Deadline for administering agency to email reports for projects from FYE 2025 and prior years:
• Funding Status Report – Include all open projects and projects closed since July 1.
• Final Report – For projects closed July 1-December 31 (and optionally those closing later), submit both a Final Report Form and a final Cost-Effectiveness Worksheet
August 15, 2025 Within three months of Air District Board approval, deadline for administering agency to email request for Board approval of any projects that do not conform to TFCA policies:
• Project Information Form (sample can be found in Appendix G) • Pre-Project Cost-Effectiveness Worksheet (instructions can be found in Appendix H)
October-December Estimated time of first FYE 2026 payment October 31, 2025 Deadline for administering agency to email reports for projects from FYE 2025 and prior years to the Air District:
• Interim Project Report – Submit this form for every open project. • Funding Status Report – Include all open projects and projects closed since January 1.
•
3 Administering agency may make an exception when a project is on track to complete this requirement prior to contract execution. This exception needs to be captured in the Project Information Form submitted during allocation.
5.11.a
Packet Pg. 268 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 9
• Final Report – For projects closed January 1-June 30 (and optionally those closing later), submit both a Final Report Form and a final Cost-Effectiveness Worksheet.
November 7, 2025 Within six months of Air District Board approval, deadline for administering agency to allocate funds identified in the Expenditure PlanReport and to email reports for each new FYE 2026 project:
• Project Information Form (sample can be found in Appendix G)
• Pre-Project Cost-Effectiveness Worksheet (instructions can be found in Appendix H)
March 31, 2026 Deadline for administering agency to email reports: for projects from FYE 2026 and prior years:
• Funding Status Report – Include all open projects and projects closed since July 1.
•
• Final ReportPost-Project Cost-Effectiveness Worksheet – For FYE 2026 projects closed July 1-December 31 (and optionally those closing later)., submit both a Final Report Form and a final Costeffectiveness Worksheet • Final Report – For FYE 2025 and prior-year projects closed July 1- December 31 (and optionally those closing later), submit both a Final Report and a final Cost-Effectiveness Worksheet.
Note: Items due on dates that fall on weekends or on State/Federal holidays are due the next following business day.
Expenditure Plan Application Process
The Air District will provide the administering agencies the Summary Information Form and Summary Information - Addendum Form (i.e., the Expenditure Plan application materials). These forms must be completed by the administering agency and returned to the Air District as indicated below. See Appendix B for examples of these forms.
Expenditure Plans must be submitted electronically via email to [email protected].
Materials sent to the Air District via fax will not be accepted.
Programming of Funds
Administering agencies must allocate (i.e., program) TFCA funds within six months of Air District Board approval of an administering agency’s Expenditure Plan and submit electronic copies of: 1) the Costeffectiveness Worksheet and 2) the Project Information Form for each new project. Any unallocated funds must be returned to the Air District for programming. Funds are considered allocated when they are awarded to a project based on that administering agency’s own programming process. Note: During the application phase, administering agencies should ensure that applicants provide either an authorizing “letter of commitment”, or a resolution to indicate the applicant has received their agency’s authority to apply for funding.
Non-conforming projects: Policy #3 provides a mechanism for consideration of projects that are authorized in the TFCA legislation and meet the cost-effectiveness requirement for that project type but are in some
5.11.a
Packet Pg. 269 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 10
way inconsistent with the current-year TFCA 40% Fund Policies. To request that such a project be considered for funding, administering agencies must submit a Cost-Effectiveness Worksheet, Project Information Form, and supporting documentation to the Air District for review no later than three months after Air District Board’s approval of the Expenditure Plan. (See the Program Schedule section for further details.) Upon receiving the materials, the Air District will review for administrative approval internally by Air District staff.
Reporting Forms
The following Air District-approved forms will be emailed to the administering agencies or posted on either the Air District’s website at www.baaqmd.gov/tfca4pm or another online platform. • Cost-Effectiveness Worksheet (for new projects, due within six months of Air District Board approval of Expenditure Plan, and for prior year projects, due with the Final Report; see Appendix H) The purpose of the Cost-Effectiveness Worksheet is to calculate estimated (pre-project) and realized (post-project) emissions reduced for each project and to compare the emissions reductions to the TFCA funds invested. Administering agencies must submit a worksheet for each new project and must ensure that the TFCA cost-effectiveness value is equal to or less than the Board-approved TFCA costeffectiveness limit, as specified in Policy #2. Administering agencies must submit a Cost-effectiveness Worksheet in Microsoft Excel format for each project to the Air District pre- and post-project. Postproject evaluations should be completed using the version of the Cost-Effectiveness Worksheet for the year the purchased, installed, or constructed project became available for use by the public.
Instructions for completing the worksheets are found in Appendix H. If you do not use the Air District’s default guidelines to determine a project’s cost-effectiveness, then you must provide documentation and information to support alternative values and assumptions to the Air District for review, evaluation, and approval. Data used to support the project should be the most recent data available. ➢ Pre-project cost-effectiveness worksheets must be submitted in a Microsoft Excel spreadsheet with the filename structure listed below.
o [Last two digits of FYE][abbreviated county code][sequential project number]_CESubmitted-[Project Name].xlsx o Example: 26SC12_CE-Submitted-SanJoseZeroEmissionShuttle.xlsx • Project Information Form (due within six months of Air District Board approval of Expenditure Plan; see Appendix G)
The primary purpose of the Project Information Form is to provide a description of each project funded and other applicable (including technical) information that is not captured in the cost-effectiveness worksheet. A copy of this form and instructions for completing it are found in Appendix G. Project Information Forms must be submitted for all projects requesting funding, and a revised Project Information Form must be submitted whenever changes are approved by the administering agency that affect the information stated on this form.
➢ Information Forms must be submitted in a Microsoft Word document with the filename structure listed below.
o [Last two digits of FYE][abbreviated county code][sequential project number]_ProjInfo- [Project Name].docx
o Example: 26SC12_ProjInfo-SanJoseZeroEmissionShuttle.docx • Biannual Funding Status Report Form (due October 31 and May 31; see Appendix C)
5.11.a
Packet Pg. 270 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 11
This form is used to provide an update on all open and recently closed projects (closed since January 1 for the October 31 report and closed since July 1 for the May 31 report) and report any changes in status for all projects, including cancelled, completed under budget, received supplemental funding, or received a time extension during the previous six months. A sample form is provided in Appendix C. • Final Report Form (due October 31 and May 31 for projects from FYE 2025 and prior years ONLY) A Final Report Form is due at the conclusion of every project. The Final Report Forms are specific to each type of project. Final Report Forms are due to the Air District semi-annually as follows:
➢ Due October 31: Projects that closed Jan 1–Jun 30 (and optionally those closing later) ➢ Due May 31: Projects that closed Jul 1–Dec 31 (and optionally those closing later) • Annual Interim Project Report Form (due October 31 for projects from FYE 2025 and prior years ONLY)
For each active/open project, an Interim Project Report Form is due annually on October 31. This report provides status information on project progress and fund usage.
Administering agencies may also choose to require additional reports from Project Sponsors. ➢
Administration of Project Requests
• Project Extension Request
The administering agency may request a project extension when it finds, based on the Project Sponsor’s application that despite significant progress on the particular project, the Project Sponsor requires additional time to implement the project (beyond the 2 years of project extensions that the administering agency has already granted). The administering agency shall submit that request to the Air District in writing no later than sixty (60) days prior to the end of the project’s Expenditure Deadline.
The administering agency should include the following information in the project extension request letter:
a. Project Number
b. Reason for extension request
c. The date the administering agency’s Funding Agreement ends (this information can be found in Section IV, paragraph 1 of the Funding Agreement (e.g., the corresponding Funding Agreement for fiscal year ending 2026 is 26ALA) Then Air District staff will review the request and project’s status reports. If the project qualifies for the extension request, Air District staff will determine whether the extension request requires an amendment to approve the extension or an administrative approval (option is based on the terms of the Funding Agreement). A project extension is approved once an amendment is executed by both parties, or a confirmation letter of approval from the Air District is received. • Project Modification Request
Project modifications requested by a Project Sponsor can generally be approved or denied at the discretion of the administering agency. The administering agency shall re-evaluate the cost-effectiveness of the project using the most recent worksheet. If the project modification impacts the projected emission reductions, the administering agency should collect the following information from the Project Sponsor:
a. Updated Project Information Form indicating the requested project modification
5.11.a
Packet Pg. 271 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 12
b.a.Updated Cost Effectiveness Worksheet indicating both the change in emission reductions due to the requested modification and the requested modification.
The administering agency is responsible for reviewing the materials to check that the project is still eligible and within the cost-effectiveness limit. Then s/he may determine whether the modification will be recommended for approval. Finally, if the administering agency decides to approve the project modification, s/he must notify the Air District of this decision by email. This email should include (1) a clear description of the project modification request, (2) the updated project information form, (23) updated cost effectiveness worksheet, and (34) a description for why the project is still eligible and compliant with the policies. An administering agency may choose to hold off from approving project modifications until they have consulted with Air District staff.
• Multi-Year Funded Project Request
The administering agency may request to fund a project from multiple program cycles (up to 3 years), or earmark funds up to two future fiscal cycles. The administering agency shall submit the initial request to the Air District no later than three months after the Air District Board’s approval of the Expenditure Plan.
The project must meet the following criteria to qualify as a Multi-Year Funded Project:
a. Project Category is Bikeways or Infrastructure for Trip Reduction b. Project’s completion date is longer than the two-year timeframe traditionally allowed. c. Complies with the TFCA 40% Policies, including the project readiness policy. d. Request occurs before the project has been funded with any TFCA.
The administering agency should include the following information in the initial Multi-Year Funded Project request:
a. Project Number
b. Explanation of how the project meets the Multi-Year Funded Project criteria listed above. c.b. Project Information Form
d.c. Cost Effectiveness Worksheet evaluated using the total award amount (current allocation plus all future proposed allocation). To account for updates in the Cost Effectiveness Worksheet, the evaluation should leave a 15% buffer from the cost effectiveness limit. For instance, a Bikeway project with a cost effectiveness limit of $500,000 would have a buffer of $75,000. In this example, a multi-year bikeway project should not exceed a cost effectiveness limit of $425,000.
e.d.Indicate the portioning of funds for each program year. What is allocated for the current cycle and what is earmarked for future cycle(s)?
f.e. Project schedule (implementation, project service period and final reimbursement).
If the Air District approves the Multi-Year Funded project during the initial year, the Project Sponsor is still required to apply for approval for its earmarked funds during the regular programming cycle. In the subsequent program cycles, the project must still comply with the current policy for that year and provide regular documentation. The inputs for the Cost Effectiveness Worksheet evaluation would still use the total award amount (past funded, current funded, and future earmarked funds).
The project naming convention will be different for subsequent program cycles. The Project Number will be based on the initial Project Number with an added alphanumeric value. If the initial Project Number was 26ALA01, the subsequent project number will be 26ALA01a, 26ALA01b, and so forth. This will help identify the project as a Multi-Year Funded Project for reporting and audit purposes. Only one Final Report will be submitted to close the project. Although the project will be considered one project, the programmed funds will still need to comply with the corresponding policies and funding agreement.
5.11.a
Packet Pg. 272 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 13
Note: All the emission reductions will be attributed to the Project in its initial program year. Subsequent program cycles would allow for funds to be distributed but would not take additional emission reduction credit. Therefore, Multi-Year Funded Projects may not request any project extensions, including the 2 years that the administering agency may grant.
Additional Information
Workshops, Support, and Assistance
When assumptions are unavailable for a project type, administering agencies will need to propose a methodology for the Air District staff to approve. Consulting with the Air District prior to awarding funds minimizes the risk of both funding projects that are not eligible for TFCA funds and awarding more funding to a project than it is eligible for.
Air District Contact
Please direct questions to: JasonJason Newman, Assistant Staff Specialist, [email protected]
5.11.a
Packet Pg. 273 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 14
Appendix A: Guidelines for Eligible TFCA Reimbursable Costs The TFCA-enabling legislation allows vehicle registration fees collected for the program to be used for project implementation costs, as well as administrative project costs. This appendix provides guidance on differentiating and reporting these costs. The Air District will use the definitions and interpretations discussed below in the financial accounting of the TFCA program. The Air District conducts audits on TFCAfunded projects to ensure that the funds have been spent in accordance with the program guidelines and policies.
Project Implementation Costs
Project implementation costs are charges associated with implementing a TFCA-funded project including:
• Documented hourly labor charges (salaries, wages, and benefits) directly and solely related to implementation of the TFCA project;
• Capital equipment and installation costs;
• Shuttle driver labor and equipment maintenance costs; • Contractor labor charges related to the TFCA project; • Travel, training, and associated personnel costs that are directly related to the implementation of the TFCA-funded project (e.g., the cost of training mechanics to service TFCA-funded natural gas clean air vehicles); and
• Indirect costs associated with implementing the project, including reasonable overhead costs incurred to provide a physical place of work (e.g., rent, utilities, office supplies), general support services (e.g., payroll, reproduction), and managerial oversight. Project Sponsors should itemize these costs and, for each item, provide evidence that it supports the implementation of the project.
To determine if an indirect cost falls under the administrative or implementation costs, the reviewer should look at the cost in the larger context of the project type. For example, a printer can be purchased and used for (1) a project which installs a charging station versus (2) an outreach project. In the first instance, the printer is an administrative cost since the printer is not used directly as part of the charging station project; implementing the charging station project can be completed without the printer. In the second instance, the printer could be an implementation cost as a part of the project scope if the printer is used to print outreach materials related to the project; the printer is an integral part of the outreach project.
Administrative Project Costs for Project Sponsors4
Administrative project costs are costs associated with the administration of a TFCA project, and do not include project capital or operating costs, as discussed above. As best practice, we recommend that administrative project costs that are reimbursable to a Project Sponsor are limited to a maximum of 6.25% of the total TFCA funds received.
Administrative project costs are limited to the following activities that have documented hourly labor and overhead costs (salaries, wages, and benefits). Hourly labor charges must be expressed on the basis of hours worked on the TFCA project.
• Costs associated with administering the TFCA Funding Agreement (e.g., responding to requests for information from Air District and processing amendments). Note that costs incurred in preparation of a TFCA application or costs incurred prior to the execution of the Funding Agreement are not eligible for reimbursement;
• Accounting for TFCA funds;
4 This section applies to the Project Sponsor. The Administering Agency’s own administrative costs are discussed in Administering Agencies’ Roles and Responsibilities.
5.11.a
Packet Pg. 274 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 15
• Fulfilling all monitoring, reporting, and record-keeping requirements specified in the TFCA Funding Agreement, including the preparation of reports, and invoices., and final reports; and • Documented indirect administrative costs associated with administrating the project, including reasonable overhead costs of utilities, office supplies, reproduction, and managerial oversight.
These costs should be itemized and for each item provide evidence that it supports the administration of the project.
Reimbursement Procedure
The administering agency must track and monitor Project Sponsors reimbursement costs, including the following:
• Project implementation and administrative project costs that are approved by administering agency shall be described in a Funding Agreement with the Project Sponsor. • The Project Sponsor may seek reimbursement for project implementation and administrative project costs by providing proper documentation with project invoices and proof of payment if costs incurred. Documentation for these costs will show how these costs were calculated, for example, by listing the date when the hours were worked, employees’ job titles, employees’ hourly pay rates, tasks being charged, and total charges. Documentation of hourly charges may be provided with time sheets or any other generally accepted accounting method to allocate and document staff time.
• It is the administering agency’s responsibility to review reimbursement requests for proper documentation, such as itemized timesheets/time tracking, before reimbursing the Project Sponsor.
• All costs reimbursed by TFCA, including Administrative Cost, are required to be included in the CostEffectiveness Worksheet.
5.11.a
Packet Pg. 275 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 16
[1] The “Estimated TFCA funds budgeted for administration” amount is listed for informational purposes only. Per California Health and Safety Code Section 44233, County Program Managers must limit their administrative costs to no more than 6.25% of the actual total revenue received from the Air District.
Appendix B: Sample Expenditure Plan Application
Project Admin (max 6.25%) [1] Total (Project + Admin)
Estimated FYE 2026 DMV revenues (based on projected CY2024 revenues) Line 1 $ $ $
Reconciliation and Reprogrammed Funds Line 2 $ $ $
Reconciliation: Difference between prior-year estimate and actual revenue $ $ $
a. Actual FYE 2024 DMV revenues (based on CY2023) 2a $ $ $ b. Estimated FYE 2024 DMV revenues 2b $ $ $
Reprogrammed: Total available for programming/reprogramming to other projects $ $ $
c. Amount available from previously funded projects 2c $ d. Admin expended in FYE 2024 2d $
e. Interest income earned on TFCA funds in CY 2024 2e $ Move funds available from Admin to Projects (Optional) Line 3 $ - $ - Estimated Total Available TFCA Funds (Sum of Lines 1, 2 and 3) Line 4 $ $ $ Percentage of Estimated Revenue allocated to Administrative Costs (maximum of 6.25%) Previous % from FYE 20243
Expenditure Plan:
Current % for FYE 20265: 6.25%
I certify that, to the best of my knowledge, the information contained in this application is complete and accurate.
Executive Director Signature Date
Administering Agency Name: Summary Information
Address:
5.11.a
Packet Pg. 276 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 17
SUMMARY INFORMATION – ADDENDUM
Complete if there are TFCA Funds available for reprogramming.
Project # Project Sponsor/
Grantee Project Name
$ TFCA
Funds
Allocated
$ TFCA
Funds
Expended
$ TFCA
Funds
Available
Code*
TOTAL TFCA FUNDS AVAILABLE FOR REPROGRAMMING $
(Enter this amount in Part B, Line 2.c. of Summary Information form) * Enter UB (for projects that were completed under budget) and CP (for cancelled projects).
5.11.a
Packet Pg. 277 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 202 6 BAAQMD Transportation Fund for Clean Air Page 18
Appendix C: Sample Funding Status Report Form
5.11.a
Packet Pg. 278 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 19 Appendix D: Board-Adopted Policies Commencing FYE 2026
The following Policies, which was Board approved on November 6, 2024, apply to the Bay Area Air Quality Management District’s (Air District) Transportation Fund for Clean Air (TFCA) 40% Fund, also referred to as the County Program Manager Fund, commencing fiscal year ending (FYE) 2026.
BASIC ELIGIBILITY
1. Reduction of Emissions: Only projects that result in the reduction of motor vehicle emissions within the Air District’s jurisdiction are eligible.
Projects must conform to the provisions of the California Health and Safety Code (HSC) sections 44220 et seq. and these Air District Board of Directors adopted TFCA 40% Fund Policies.
Projects must achieve surplus emission reductions, i.e., reductions that are beyond what is required through regulations, ordinances, contracts, and other legally binding obligations at the time of the execution of a grant agreement between the administering agency and the grantee. Projects must also achieve surplus emission reductions at the time of an amendment to a grant agreement if the amendment modifies the project scope or extends the project completion deadline.
2. TFCA Cost-Effectiveness: Projects must not exceed the maximum cost-effectiveness (C-E) limit specified in Table 1. Cost-effectiveness ($/weighted ton) is the ratio of TFCA funds awarded to the sum of surplus emissions reduced, during a project’s operational period, of reactive organic gases (ROG), nitrogen oxides (NOx), and weighted PM10 (particulate matter 10 microns in diameter and smaller). All TFCA-generated funds (e.g., reprogrammed TFCA funds) that are awarded or applied to a project must be included in the evaluation. For projects that involve more than one independent component (e.g., more than one vehicle purchased, more than one shuttle route), each component must achieve this cost-effectiveness requirement.
Administering agencies’ administrative costs are excluded from the calculation of a project’s TFCA costeffectiveness.
Table 1: Maximum Cost-Effectiveness for TFCA 40% Fund Projects Policy
No.
Project Category Maximum C-E
($/weighted ton)
3 Case-by-Case Approval 250,000
22 Alternative Fuel Light- and Medium-Duty Vehicles 522,000 23 Reserved Reserved
24 Alternative Fuel Heavy-Duty Trucks and Buses 522,000 25 Reserved Reserved
26 Alternative Fuel Infrastructure 500,000
27 Ridesharing Projects – Existing 150,000
28 First- and Last-Mile Connections – Existing
250,000
5.11.a
Packet Pg. 279 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 20
29.a. First- and Last-Mile Connections – Pilot projects not in Priority Areas1 or Priority Development Areas2
(PDAs). These projects will be evaluated every year.
Year 1 - 500,000
Year 2 and beyond - see Policy
#28 service is considered
existing
First- and Last-Mile Connections – Pilot shuttle
projects located in Highly Impacted Communities as
defined in the Air District Priority Areas and/or a
Planned or Potential PDA may receive TFCA Funds
under the Pilot designation. These projects will be
evaluated every year.
Years 1 & 2 - 500,000
Year 3 and beyond - see Policy
#28 service is considered
existing
29.b. Pilot Trip Reduction 500,000
30.a. Bicycle Parking 250,000
30.b. Bikeways 500,000
31 Bike Share 500,000
32 Reserved Reserved
33 Infrastructure Improvements for Trip Reduction 500,000 34 Telecommuting 150,000
1 Priority Areas include communities identified through the Assembly Bill (AB) 617 (2017) process; and Priority Populations as defined by SB 535 disadvantaged communities and AB 1550 low-income communities. 2 Priority Development Areas are designated areas within existing communities and near public transit that are planned for new homes, jobs, and community amenities. These areas have been identified and approved by local cities or counties for future growth and have been identified in the region’s long-range plan, developed by the Association of Bay Area Governments and the Metropolitan Transportation Commission.
3. Eligible Projects and Case-by-Case Approval: Eligible projects are those that conform to the provisions of the HSC section 44241, Air District Board-adopted policies, and Air District guidance. On a case-by-case basis, agencies that administer the 40% funds may receive approval by the Air District for projects that are authorized by the HSC section 44241 and achieve Board-adopted TFCA cost-effectiveness but do not fully meet other Board-adopted Policies.
4. Consistent with Existing Plans and Programs: All projects must comply with the Transportation Control and Mobile Source Control Measures included in the Air District's most recently approved strategies for achieving and maintaining State and national ozone standards (2017 Clean Air Plan), those plans and programs established pursuant to HSC sections 40233, 40717, and 40919; and, when specified, other adopted federal, State, regional, and local plans and programs.
5. Eligible Recipients: Grant recipients must be responsible for the implementation of the project, have the authority and capability to complete the project, and be an applicant in good standing with the Air District (Policies #8-10).
a. Public agencies are eligible to apply for all project categories. b. Non-public entities are eligible to apply for only new alternative-fuel (light, medium, and heavy-duty) vehicle and infrastructure projects, and advanced technology demonstrations that are permitted pursuant to HSC section 44241(b)(7).
6. Readiness: Projects must commence within 12 months from the date of execution of the funding agreement with the subgrantee. If the project is sponsored directly by the agency that administers the 40% funds, the project must commence within 12 months from the date of the agency’s project
5.11.a
Packet Pg. 280 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 21 allocation. For purposes of this policy, “commence” means a tangible preparatory action taken in connection with the project’s operation or implementation, for which the grantee can provide documentation of the commencement date and action performed. “Commence” includes, but is not limited to, the issuance of a purchase order to secure project vehicles and equipment, commencement of first- and last-mile connections and ridesharing service, or the delivery of the award letter for a construction contract.
Prior to contract execution with the subgrantee, projects must have completed all applicable environmental reviews and must have been either deemed exempt by the lead agency or issued the applicable negative declaration, environmental impact report, or statement.
7. Maximum Two Years Operating Costs for Service-Based Projects: Unless otherwise specified in policies #22 through #33, TFCA 40% Funds may be used to support up to two years of operating costs for servicebased projects (e.g., ridesharing, first- and last-mile connections service). Grant applicants that seek TFCA funds for additional years must reapply for funding in the subsequent funding cycles.
APPLICANT IN GOOD STANDING
8. Independent Air District Audit Findings and Determinations: Grantees who have failed either the financial statement audit or the compliance audit for a prior TFCA-funded project awarded are excluded from receiving an award of any TFCA funds for three (3) years from the date of the Air District’s final audit determination in accordance with HSC section 44242 or for a duration determined by the Air District Air Pollution Control Officer (APCO). Existing TFCA funds already awarded to the project sponsor will not be released until all audit recommendations and remedies have been satisfactorily implemented.
A failed financial statement audit means a final audit report that includes an uncorrected audit finding that confirms an ineligible expenditure of TFCA funds. A failed compliance audit means an uncorrected audit finding that confirms a program or project was not implemented in accordance with the applicable Funding Agreement or grant agreement.
A failed financial statement or compliance audit of the administering agency or its grantee may subject the administering agency to a reduction of future revenue in an amount equal to the amount which was inappropriately expended pursuant to the provisions of HSC section 44242(c)(3).
9. Authorization for Administering Agency to Proceed: Only a fully executed Funding Agreement (i.e., signed by both the Air District and the administering agency) constitutes the Air District’s award of TFCA 40% Funds. Agencies may incur costs (i.e., contractually obligate itself to allocate the 40% Funds) only after the Funding Agreement with the Air District has been executed.
10. Maintain Appropriate Insurance: Both the administering agency and each grantee must obtain and maintain general liability insurance, workers compensation insurance, and additional insurance as appropriate for specific projects, with required coverage amounts provided in Air District guidance and final amounts specified in the respective grant agreements.
INELIGIBLE PROJECTS
11. Duplication: Projects that have previously received any TFCA funds, e.g., TFCA Regional Funds or TFCA 40% Funds, and that do not propose to achieve additional emission reductions are not eligible.
12. Planning Activities: The costs of preparing or conducting feasibility studies are not eligible. Planning activities are not eligible unless they are directly related to the implementation of a specific project or program.
13. Reserved.
5.11.a
Packet Pg. 281 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 22
14. Cost of Developing Proposals and Grant Applications: The costs to prepare proposals and/or grant applications are not eligible.
USE OF TFCA FUNDS
15. Combined Funds: TFCA 40% Funds may not be combined with TFCA Regional Funds to fund a project.
Projects that are funded by the TFCA 40% Fund are not eligible for additional funding from other funding sources that claim emissions reduction credits. However, TFCA 40% fund projects may be combined with funds that do not require emissions reductions for funding eligibility.
16. Administrative Costs: The administering agency may not expend more than 6.25 percent of its TFCA 40% Funds for its administrative costs. The agency’s costs to prepare and execute its Funding Agreement with the Air District are eligible administrative costs. Interest earned on TFCA 40% Funds shall not be included in the calculation of the administrative costs. To be eligible for reimbursement, administrative costs must be clearly identified in the expenditure plan application and in the Funding Agreement, and must be reported to the Air District.
17. Expend Funds within Two Years: TFCA 40% Funds must be expended within two (2) years of receipt of the first transfer of funds from the Air District to the administering agency in the applicable fiscal year, unless it has made the determination based on an application for funding that the eligible project will take longer than two years to implement. Additionally, an administering agency may, if it finds that significant progress has been made on a project, approve no more than two one-year schedule extensions for a project. Any subsequent schedule extensions for projects can only be given on a caseby-case basis, if the Air District finds that significant progress has been made on a project.
18. Unallocated Funds: Pursuant to HSC 44241(f), any TFCA 40% Funds that are not allocated to a project within six months of the Air District Board of Directors approval of the administering agency’s Expenditure Plan may be allocated to eligible projects by the Air District. The Air District shall make reasonable effort to award these funds to eligible projects in the Air District within the same county from which the funds originated.
19. Reserved.
20. Reserved.
21. Reserved.
ELIGIBLE PROJECT CATEGORIES
Clean Air Vehicle Projects
22. Alternative Fuel Light- and Medium-Duty Vehicles:
These projects are intended to accelerate the deployment of zero- and partial-zero emissions motorcycles, cars, and light-duty vehicles. All of the following conditions must be met for a project to be eligible for TFCA funds:
a. Vehicles must have a gross vehicle weight rating (GVWR) of 8,500 lbs. or lower; b. Vehicles may be purchased or leased;
c. Eligible vehicle types include plug-in hybrid-electric, plug-in electric, fuel cell vehicles, and neighborhood electric vehicles (NEV) as defined in the California Vehicle Code. Vehicles must also be approved by the CARB;
d. Vehicles that are solely powered by gasoline, diesel, or natural gas, and retrofit projects are not eligible;
5.11.a
Packet Pg. 282 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 23 e. The total amount of TFCA funds awarded may not exceed 90% of the project’s eligible cost; the sum of TFCA funds awarded with all other grants and applicable manufacturer and local/state/federal rebates and discounts may not exceed total project costs; f. Grantees may request authorization of up to 100% of the TFCA Funds awarded for each vehicle to be used to pay for costs directly related to the purchase and installation of alternative fueling infrastructure and/or equipment used to power the new vehicle; and g. Projects that seek to scrap and replace a vehicle may qualify for additional TFCA funding.
Costs related to the scrapping and/or dismantling of the existing vehicle are not eligible for reimbursement with TFCA funds.
23. Reserved.
24. Alternative Fuel Heavy-Duty Trucks and Buses:
These projects are intended to accelerate the deployment of qualifying alternative fuel vehicles that operate within the Air District’s jurisdiction by encouraging the replacement of older, compliant trucks and buses with the cleanest available technology. If replacing heavy-duty vehicles and buses with lightduty vehicles, light-duty vehicles must meet Policy #22. All of the following conditions must be met for a project to be eligible for TFCA Funds:
a. Each vehicle must be new and have a GVWR greater than 8,500 lbs.; b. Vehicles may be purchased or leased;
c. Eligible vehicle types include plug-in hybrid, plug-in electric, and fuel cell vehicles. Vehicles must also be approved by the CARB;
d. Vehicles that are solely powered by gasoline, diesel, or natural gas and retrofit projects are not eligible;
e. The total amount of TFCA funds awarded may not exceed 100% of the project’s eligible cost for School Buses and 90% of the project’s eligible cost for all other vehicle types; the sum of TFCA funds awarded combined with all other grants and applicable manufacturer and local/state/federal rebates and discounts may not exceed total project costs; f. Grantees may request authorization of up to 100% of the TFCA Funds awarded for each vehicle to be used to pay for costs directly related to the purchase and installation of alternative fueling infrastructure and/or equipment used to power the new vehicle; and g. Projects that seek to scrap and replace a vehicle may qualify for additional TFCA funding.
Costs related to the scrapping and/or dismantling of the existing vehicle are not eligible for reimbursement with TFCA funds.
25. Reserved.
26. Alternative Fuel Infrastructure: These projects are intended to accelerate the adoption of zero-emissions vehicles through the deployment of alternative fuel infrastructure, i.e., electric vehicle charging sites, hydrogen fueling stations.
Eligible refueling infrastructure projects include new dispensing and charging facilities, or additional equipment or upgrades and improvements that expand access to existing alternative fuel fueling/charging sites. This includes upgrading or modifying private fueling/charging sites or stations to allow public and/or shared fleet access. TFCA funds may be used to cover the cost of equipment and installation. TFCA funds may also be used to upgrade infrastructure projects previously funded with TFCA funds as long as the equipment was maintained and has exceeded the duration of its useful life after being placed into service.
5.11.a
Packet Pg. 283 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 24 Equipment and infrastructure must be designed, installed, and maintained as required by the existing recognized codes and standards and as approved by the local/state authority.
TFCA funds may not be used to pay for fuel, electricity, operation, and maintenance costs.
Trip Reduction Projects
27. Existing Ridesharing Services: The project provides carpool, vanpool, or other rideshare services.
Projects that provide a direct or indirect financial transit or rideshare subsidy are also eligible under this category. Projects that provide a direct or indirect financial transit or rideshare subsidy exclusively to employees of the grantee are not eligible.
28. Existing First- and Last-Mile Connections:
The project reduces single-occupancy vehicle trips by providing short-distance connections between mass transit and commercial hubs or employment centers. All the following conditions must be met for a project to be eligible for TFCA funds:
a. The service must provide direct connections between stations (e.g., rail stations, ferry stations, Bus Rapid Transit (BRT) stations, or airports) and a distinct commercial or employment location.
b. The service’s schedule, which is not limited to commute hours, must be coordinated to have a timely connection with corresponding mass transit service. c. The service must be available for use by all members of the public. d. TFCA funds may be used to fund only shuttle services to locations that are under-served and lack other comparable service. For the purposes of this policy, “comparable service” means that there exists, either currently or within the last three years, a direct, timed, and publicly accessible service that brings passengers to within one-third (1/3) mile of the proposed commercial or employment location from a mass transit hub. A proposed service will not be deemed “comparable” to an existing service if the passengers’ proposed travel time will be at least 15 minutes shorter and at least 33% shorter than the existing service’s travel time to the proposed destination.
e. Reserved.
f. Grantees must be either: (1) a public transit agency or transit district that directly operates the service; or (2) a city, county, or any other public agency. g. If an applicant is not the only transit agency serving the area, the applicant(s) must submit a letter of concurrence from all transit districts or transit agencies that provide service in the area of the proposed route, certifying that the service does not conflict with existing service. h. Each route must meet the cost-effectiveness requirement in Policy #2.
29. Pilot Projects:
a. Pilot First- and Last-Mile Connections:
The project provides new first- and last-mile connections service that is at least 70% unique and operates where no other service was provided within the past three years. In addition to meeting the conditions listed in Policy #28 for First- and Last-Mile Connections, project applicants must also comply with the following application criteria and agree to comply with the project implementation requirements:
i. Demonstrate the project will reduce single-occupancy vehicle trips and result in a reduction in emissions of criteria pollutants.
5.11.a
Packet Pg. 284 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 25 ii. Provide data and/or other evidence demonstrating the public’s need for the service, such as a demand assessment survey and letters of support from potential users. iii. Provide a written plan showing how the service will be financed in the future and require minimal, if any, TFCA funds to maintain its operation after the pilot period. iv. If the local transit provider is not a partner, the applicant must demonstrate that they have attempted to have the service provided by the local transit agency. The transit provider must have been given the first right of refusal and determined that the proposed project does not conflict with existing service; v. Projects located in the Air District Priority Areas and/or a Planned or Potential PDA may receive a maximum of two years of TFCA 40% Funds under the Pilot designation.
For these projects, the project applicants understand and must agree that such projects will be evaluated every year, and continued funding will be contingent upon the projects meeting the following requirements:
1. During the first year and by the end of the second year of operation, projects must not exceed a cost-effectiveness of $500,000/ton
2. Projects entering a third year of operation and beyond are subject to all of the requirements, including cost-effectiveness limit, of Policy #28 (existing First- and Last-Mile Connections).
vi. Projects located outside of Priority Areas and PDAs may receive a maximum of two years of TFCA 40% Funds under this designation. For these projects, the project applicant understands and must agree that such projects will be evaluated every year, and continued funding will be contingent upon the projects meeting the following requirements:
1. By the end of the first year of operation, projects shall meet a costeffectiveness of $500,000/ton, and
2. By the end of the second year of operation, projects shall meet all of the requirements, including cost-effectiveness limit, of Policy #28 (existing Firstand Last-Mile Connections). b. Pilot Trip Reduction:
The project reduces single-occupancy commute vehicle trips by encouraging mode-shift to other forms of shared transportation. Pilot projects are defined as projects that serve an area where no similar service was available within the past three years, or that will result in significantly expanded service to an existing area. Funding is designed to provide the necessary initial capital to a public agency for the start-up of a pilot project so that by the end of the third year of the trip reduction project’s operation, the project will be financially self-sustaining or require minimal public funds, such as grants, to maintain its operation. i. Applicants must demonstrate the project will reduce single-occupancy commute vehicle trips and result in a reduction in emissions of criteria pollutants; ii. The proposed service must be available for use by all members of the public; iii. Applicants must provide a written plan showing how the service will be financed in the future and require minimal, if any, TFCA funds to maintain its operation by the end of the third year;
iv. If the local transit provider is not a partner, the applicant must demonstrate that they have attempted to have the service provided by the local transit agency. The
5.11.a
Packet Pg. 285 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 26 transit provider must have been given the first right of refusal and determined that the proposed project does not conflict with existing service; v. Applicants must provide data and any other evidence demonstrating the public’s need for the service, such as a demand assessment survey and letters of support from potential users;
vi. Pilot trip reduction projects that propose to provide ridesharing service projects must comply with all applicable requirements in policy #27.
30. Bicycle Projects:
These projects expand public access to bicycle facilities. New bicycle facility projects or upgrades to an existing bicycle facility that are included in an adopted countywide bicycle plan, Congestion Management Program (CMP), countywide transportation plan (CTP), city plan, or the Metropolitan Transportation Commission’s (MTC) Regional Bicycle Plan and/or Regional Active Transportation Plan are eligible to receive TFCA funds. Projects that are included in an adopted city general plan or area-specific plan must specify that the purpose of the bicycle facility is to reduce motor vehicle emissions or traffic congestion. a. Bicycle Parking:
The project expands the public’s access to new or upgraded bicycle parking facilities (e.g., electronic bicycle lockers, bicycle racks), which must be publicly accessible and available for use by all members of the public. Eligible projects are limited to the purchase and installation of the following types of bike parking facilities that result in motor vehicle emission reductions:
i. New bicycle racks, including bicycle racks on transit buses, trains, shuttle vehicles, and ferry vessels;
ii. New electric bicycle lockers or upgrades to electronic bicycle lockers from bicycle racks; and
iii. Capital costs to construct new bicycle storage facilities or upgrade to bicycle storage facilities from bicycle racks.
b. Bikeways:
The project constructs and/or installs bikeways for the purpose of reducing motor vehicle emissions or traffic congestion. Bikeways for exclusively recreational use are ineligible.
Projects are limited to the following types of bikeways:
i. Class I Bikeway (e.g., bike path, multi-use path), new or upgrade improvement from Class II or Class III bikeway;
ii. New Class II Bikeway (e.g., bike lane, buffered bike lane) or upgrade improvement from either a Class III or a Class II (non-buffered) to a Class II buffered bike lane; iii. New Class III Bikeway (e.g., bike route, bicycle boulevards); and iv. Class IV Bikeway (e.g., separated bikeway, protected bikeway), new or upgrade improvement from Class II or Class III bikeway.
All bikeway projects must follow applicable local and state standards.
31. Bike Share:
Projects that make bicycles available to individuals for shared use for completing first- and last-mile trips in conjunction with regional transit and stand-alone short distance trips are eligible for TFCA funds, subject to all the following conditions:
5.11.a
Packet Pg. 286 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 27 a. Projects must either increase the fleet size of existing service areas or expand existing service areas to include new Bay Area communities.
b. Projects must have a completed a suitability study demonstrating the viability of bicycle sharing.
c. Projects must have shared membership and/or be interoperable with the Bay Area Bike Share (BABS) project when they are placed into service, in order to streamline transit for end users by reducing the number of separate operators that would comprise bike trips. Projects that meet one or more of the following conditions are exempt from this requirement:
i. Projects that do not require membership or any fees for use; ii. Projects that were provided funding under MTC’s Bike Share Capital Program to start a new or expand an existing bike share program; or
iii. Projects that attempted to coordinate with, but were refused by, the current BABS operator to have shared membership or be interoperable with BABS. Applicants must provide documentation showing proof of refusal.
TFCA funds may be awarded to pay for up to five years of operations, including the purchase of bicycles or tricycles (self-propelled or electric), plus mounted equipment required for the intended service and helmets.
32. Reserved
33. Infrastructure Improvements for Trip Reduction:
Projects that achieve motor vehicle emission reductions that expand the public’s access to alternative transportation modes through the design and construction of physical improvements. a. The project must be identified in an approved area-specific plan, redevelopment plan, general plan, bicycle plan, pedestrian plan, traffic-calming plan, or other similar plan. b. The project must implement one or more transportation control measures (TCMs) in the most recently adopted Air District plan for State and national ambient air quality standards. c. The project must have a completed and approved environmental plan. If a project is exempt from preparing an environmental plan as determined by the public agency or lead agency, then that project has met this requirement. Examples of projects that are eligible under this policy include but are not limited to installation of new ferry terminal stations or berths, and construction for improving pedestrian access (e.g., sidewalks, overpasses).
34. Telecommuting: Implementation of demonstration projects in telecommuting. No funds expended under this policy shall be used for the purchase of personal computing equipment for an individual's home use.
5.11.a
Packet Pg. 287 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 28 Appendix E: Glossary of Terms
The following is a glossary of terms found in the TFCA 40% Fund Policies:
Community Air Risk Evaluation (CARE) Areas – Areas identified where air pollution contributes most to health impacts and where populations are most vulnerable to air pollution.
Environmental plan - A completed and approved plan to mitigate environmental impacts as required by the result of the review process of all applicable local, state, and federal environmental reviews (e.g., CEQA, NEPA). For the purpose of the TFCA 40% Fund, projects requiring a completed and approved environmental plan must complete all required environmental review processes. Any project that is exempt from preparing an environmental plan, as determined by an environmental review process, has met the requirement of having a completed and approved environmental plan.
Final audit determination - The determination by the Air District of a administering agency’s or Project Sponsor’s TFCA program or project, following completion of all procedural steps set forth in HSC section 44242(a) – (c).
Funding Agreement - The agreement executed by and between the Air District and the administering agency for the allocation of TFCA 40% Funds for the respective fiscal year.
Grant Agreement - The agreement executed by and between the administering agency and a Project Sponsor.
Implementation Period – Status starts once Grant Agreement has been executed and project is being implemented. Status ends once Operational Period starts, i.e. once a service project starts its operation, a vehicle/equipment/facility project is purchased, installed, constructed, and placed into public service.
Operational Period –This status starts once a project has completed installation/construction/ procurement and has placed equipment/vehicles/facilities into public service and ends once years of effectiveness has been met. For service projects, the operational period starts when the project starts providing service and ends once project has met its years of effectiveness.
Priority Areas - Communities identified through the Assembly Bill (AB) 617 (2017) process; and Priority Populations as defined by SB 535 disadvantaged communities and AB 1550 low-income communities.
Priority Development Areas (PDAs) – Areas within existing communities that local city or county governments have identified and approved for future growth. These areas typically are accessible by one of more transit services, and are often located near established job centers, shipping districts, and other services.
Project Completion Date – Date the project scope is estimated to be completed. See Appendix H for difference between service and infrastructure projects.
Project Sponsor - Recipient of an award of TFCA Funds from the administering agency to carry out a TFCA project and who executes a grant agreement with the administering agency to implement that project. A project sponsor is also known as a grantee.
Project Useful Life (see Years of Effectiveness)
TFCA funds - Project Sponsor’s allocation of funds, or grant, pursuant to an executed grant agreement awarded pursuant to the TFCA 40% Fund Funding Agreement.
TFCA-generated funds - The Transportation Fund for Clean Air (TFCA) program funds generated by the $4 surcharge on motor vehicle registration fees that are allocated through the TFCA 60% Fund and the TFCA 40% Fund.
Weighted PM10 - Weighted particulate matter less than 10 microns in diameter (PM10) is calculated by multiplying the tailpipe PM emissions by a factor of 20, which is consistent with CARB methodology for estimating PM10 emissions for the Carl Moyer Program.
Years of Effectiveness - Equivalent to the administrative period of the grant and used in calculating a project’s Cost Effectiveness. This is different than how long the project will physically last.
5.11.a
Packet Pg. 288 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 29 Appendix F: Insurance Guidelines
This appendix provides guidance on the insurance coverage and documentation typically required for TFCA 40% Fund projects. Note that the Air District reserves the right to specify different types or levels of insurance in the Funding Agreement.
The typical Funding Agreement requires that each Project Sponsor provide documentation showing that they meet the following requirements for each of their projects. The administering agency is not required to meet these requirements itself, unless it is acting as a Project Sponsor.
1. Liability Insurance:
Corporations and Public Entities - a limit of not less than $1,000,000 per occurrence. Such insurance shall be of the type usual and customary to the business of the Project Sponsor, and to the operation of the vehicles, engines or equipment operated by the Project Sponsor.
Single Vehicle Owners - a limit of not less than $750,000 per occurrence. Such insurance shall be of the type usual and customary to the business of the Project Sponsor, and to the operation of the vehicles, engines or equipment operated by the Project Sponsor.
2. Property Insurance:
New Equipment Purchases - an amount of not less than the insurable value of Project Sponsor’s vehicles, engines or equipment funded under this Agreement, and covering all risks of loss, damage or destruction of such vehicles, engines or equipment.
Retrofit Projects - 2003 model year vehicles or engines or newer in an amount of not less than the insurable value of Project Sponsor’s vehicles, engines or equipment funded under this Agreement, and covering all risks of loss, damage or destruction of such vehicles, engines or equipment.
3. Workers Compensation Insurance:
Construction projects – including but not limited to bike/pedestrian paths, bike lanes, smart growth and vehicle infrastructure, as required by California law and employers’ insurance with a limit not less than $1 million.
4. Acceptability of Insurers:
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A: VII. The Air District may, at its sole discretion, waive or alter this requirement or accept self-insurance in lieu of any required policy of insurance.
The following table lists the type of insurance coverage generally required for each project type. The requirements may differ in specific cases. Administering agencies should contact the Air District liaison with questions, especially about unusual projects.
5.11.a
Packet Pg. 289 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 30 Project Category Liability Property
Workers
Compensation
Vehicle purchase and lease X X
Engine retrofits X X
Operation of shuttle services X X
Operation of vanpools X
Construction of bike/pedestrian path or overpass X X
Construction of bike lanes X X
Construction of cycle tracks/separated bikeways X X
Construction of smart growth/traffic calming projects X X Construction of vehicle fueling/charging infrastructure X X X Arterial management/signal timing X X
Purchase and installation of bicycle lockers and racks X X X Transit marketing programs X
Ridesharing projects X X
Bike Share projects X X X
Transit pass subsidy or commute incentives X
Guaranteed Ride Home Program X
5.11.a
Packet Pg. 290 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 31 Appendix G: Sample Project Information Form
A. Project Number:
Use consecutive numbers for projects funded, with year, county code, and number, e.g., 24MAR01, 24MAR02 for Marin County. Zero (e.g., 24MAR00) is reserved for 40% TFCA funds allocated for administration costs.
B. Project Title: ________________________________
Provide a concise, descriptive title for the project (e.g., “Elm Ave. Signal Interconnect” or “Purchase Ten Gasoline-Electric Hybrid Light-Duty Vehicles”).
C. Project Category (project will be evaluated under this category): _________________ D. TFCA 40% Funds Allocated: $__________________
E. TFCA Regional Funds Awarded (if applicable): $______________ F. Total TFCA Funds Allocated (sum of C and D): $______________ G. Total Project Cost: $________________
H. Project Description:
Project Sponsor will use TFCA funds to _________. Include information sufficient to evaluate the eligibility and cost-effectiveness of the project. Please provide answers for who, what, when, and where for the project. Examples of the information needed include but are not limited to: what will be accomplished by whom, how many pieces of equipment are involved, how frequently it is used, the location, the length of roadway segments, the size of target population, etc. Background information should be brief. For shuttle/feeder bus projects, indicate the hours of operation, frequency of service, and rail station and employment areas served.
I. Final Report Content: Final Report form and final Cost Effectiveness Worksheet Reference the appropriate Final Report form that will be completed and submitted after project completion. See www.baaqmd.gov/tfca4pm for a listing of the following reporting forms:
• Trip Reduction
• Clean Air Vehicles
• Bicycle Projects
• Arterial Management Projects
• Repower and Retrofit
J. Attach a completed Cost-Effectiveness Worksheet and any other information used to evaluate the proposed project. For example, for vehicle projects, include the California Air Resources Board Executive Orders for all engines and diesel emission control systems. Note, Cost-Effectiveness Worksheets are not needed for an administering agency’s own administrative costs.
K. Has or will this project receive any other TFCA funds, such as Regional Funds? L. Confirm that the project is not required by regulation, contract, or policy.
M. Based on the nature of the project, is the Air District logo requirement to acknowledge the Air District as a funding source applicable?
☐ Yes.
☐ No. Please explain:___________________________________________________ N. Comments (if any):
5.11.a
Packet Pg. 291 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 32 O. Please indicate if the project is located in a SB535 Disadvantaged Community and/or AB1550 Low-income Community (Please use the map to find your project’s location:
https://ww3.arb.ca.gov/cc/capandtrade/auctionproceeds/communityinvestments.htm) Section 2. Project Category Specific Questions
P. If a ridesharing, first- and last-mile connections service, pilot trip reduction, transit information, telecommuting or infrastructure improvement project, explain how the number of vehicle trips that will be reduced by the project was estimated, and provide supporting information and data to justify the estimate. For example, if the Project Sponsor is not using default assumptions, they should provide data based on a pre-project survey, focus groups, or other sources to document user demand, pre-project mode of travel, average length of vehicle trip, etc.
Q. If an alternative fuel vehicle project, provide the following information:
a. Vehicle type (e.g., plug-in hybrid-electric, fuel cell vehicles) b. Gross Vehicle Weight Rating
c. New vehicle or replacement project? A project is a replacement project if the existing vehicle is operational and will be scrapped for the sole purpose of the project. d. If this is a new vehicle project, explain how the anticipated usage (miles per year) for the vehicles were estimated.
R. If a first- and last-mile connections service project, confirm that the service will comply with all the following requirements:
☐ Service connects directly to a transit station and a distinct commercial or employment location. ☐ Service schedule coordinates with the mass transit’s schedule. ☐ Service is available for use by all members of the public. ☐ Service is at least 70% unique and operates where no other service was provided within the past three years.
S. If a pilot trip reduction project, confirm that the project complies with all the following requirements:
☐ Project will reduce single‐occupancy vehicle trips and result in a reduction in emissions of criteria pollutants. ☐ Service is available for use by all members of the public. ☐ Applicant provided a written plan showing how the service will be financed in the future and require minimal, if any, TFCA funds to maintain its operation by the end of the third year. ☐ If the local transit provider is not a partner, the applicant demonstrated that they have attempted to have the service provided by the local transit agency. The transit provider was given the first right of refusal and determined that the proposed project does not conflict with existing service. ☐ Applicant provided data and/or other evidence demonstrating the public’s need for the service, such as a demand assessment survey and letters of support from potential users. ☐ Service is at least 70% unique and operates where no other service was provided within the past three years.
T. If a bicycle parking project, answer the following questions:
a. What plan is the project referenced in?
b. Will the project be publicly accessible and available for use by all members of the public? U. If a bikeway project, answer the following questions:
a. What plan is the project referenced in?
b. Will the project be publicly accessible and available for use by all members of the public? c. If applicable, will the project be consistent with design standards published in the California Highway Design Manual or conform to the provisions of the Protected Bikeway Act of 2014?
5.11.a
Packet Pg. 292 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 33 d. Has the project completed all applicable environmental reviews and either have been deemed exempt by the lead agency or have been issued the applicable negative declaration or environmental impact report or statement?
V. If a bike share project, confirm that the project complies with all the following requirements:
☐ Project either increases the fleet size of existing service areas or expands existing service areas to include new Bay Area communities.
☐ Project completed and approved an environmental plan and a suitability study demonstrating the viability of bicycle sharing.
• Project has shared membership and/or is interoperable with the Bay Area Bike Share (BABS) project when they are placed into service. Please select the choice that best describes the project:
☐ Interoperable with BABS
☐ Exempt from requirement for the following reason(s):
☐ i. Projects that do not require membership or any fees for use; ☐ ii. Projects that were provided funding under MTC’s Bike Share Capital Program to start a new or expand an existing bike share program; or
☐ iii. Projects that attempted to coordinate with, but were refused by, the current BABS operator to have shared membership or be interoperable with BABS. Applicants must provide documentation showing proof of refusal.
W. If an infrastructure improvement for trip reduction project, answer the following questions:
a. What plan is the project referenced in?
b. Which transportation control measure from the most recently adopted Air District plan is the project implementing?
c. Has the project completed all applicable environmental reviews and either have been deemed exempt by the lead agency or have been issued the applicable negative declaration or environmental impact report or statement?
X. If an alternative fuel infrastructure project, confirm that the project complies with all the following requirements:
☐ Project must be designed, installed, and maintained as required by the existing recognized codes and standards and as approved by the local/state authority. ☐ Project funds awarded will not be used to pay for fuel, electricity operation, or maintenance costs. • Please clarify the infrastructure project’s primary purpose (select all that apply):
☐ charge vehicles 14,000 lbs and less
☐ charge vehicles 14,001 lbs and more
☐ serve private fleet
☐ available for public use
☐ other (please specify): ___________________________
5.11.a
Packet Pg. 293 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 34 Appendix H: Instructions for Cost-Effectiveness Worksheets Cost-Effectiveness Worksheets are used to calculate project emission reductions and TFCA cost-effectiveness (TFCA $/ton of emission reductions). Administering agencies must submit Cost-Effectiveness Worksheets for each new project and each project receiving additional TFCA funds , along with Project Information Forms, no later than six months after Air District Board approval of the administering agency’s Expenditure Plan.
Administering agencies must also submit Worksheets with Final Report Forms as follows:
➢ For service projects (e.g., ridesharing, shuttle, bike share projects), post-project evaluations should be completed using the Cost-Effectiveness Worksheet version from the year service was available to the public. (This version may be the same as the one used in the pre-project evaluation).
➢ For all other projects (e.g. vehicle replacement, EV charging station), post-project evaluations should be completed using the version of the Cost-Effectiveness Worksheet for the year the purchased, installed, or constructed project became available for use by the public.
The Air District provides Microsoft Excel worksheets for download on their Box account (link is provided via email to the administering agencies). Worksheets must be completed for all project types with the exception of TFCA administering agency’s administrative costs.
Make entries in the yellow-shaded areas only in the worksheets. Begin each new filename with the application number (e.g., 24MAR04) as described below. Each worksheet contains separate tabs for:
Instructions (no user input), General Information, Calculations, Notes and Assumptions, and Emission Factors (no user input).
Administering agencies must provide all relevant assumptions used to determine the project’s costeffectiveness in the Notes & Assumptions tab. If an administering agency seeks to use different default values or methodologies, it is advisable that they consult with the Air District before project approval, in order to avoid the risk of funding projects that are not eligible for TFCA funds. Please note, alternative data or methodologies are required to be supported by documentation or data.
Worksheet Name Project Type
Trip Reduction FYE 2026
• Ridesharing
• Shuttles
• Bicycle Parking, Bikeways, Bike Share
• Smart Growth, Traffic Calming, Transit Bus Signal Priority (also for Transit Rail Vehicles)
• Pilot Trip Reduction
• Telecommuting
Vehicles 14,000 lbs & less FYE
2026
• Alternative-Fuel Light-Duty and Light Heavy-Duty Vehicles • Alternative Fuel Infrastructure (for private fleet)
Vehicles 14,001 lbs + FYE 2026
• Alternative-Fuel Low-Mileage Utility Trucks - Idling Service • Alternative-Fuel Heavy-Duty Trucks, Buses
• Alternative Fuel Infrastructure (for private fleet)
EV Infrastructure FYE 2026
• EV charging infrastructure projects that do not involve private fleet. Note: Contact the Air District for projects that support vehicles that are 14,001 lbs +.
5.11.a
Packet Pg. 294 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 35 The Air District encourages administering agencies to assign the shortest duration possible for the # Years Effectiveness value for a project to meet the cost-effectiveness requirement. This practice will help to minimize both the Project Sponsor and the administering agency’s administrative burdens.
5.11.a
Packet Pg. 295 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 36 Instructions Specific to Each Project Type
Ridesharing and Shuttle Projects
Two key components in calculating cost-effectiveness are the number of vehicle trips eliminated per day and the trip length. The number of vehicle trips eliminated is the number of trips by participants that would have driven as a single occupant vehicle if not for the service; it is not the same as the total number of riders or participants. A frequently used proxy is the percentage of survey respondents who report that they would have driven alone if not for the service provided.
For calculating the length of trip, only use the length of the vehicle trip avoided by only the riders that otherwise would have driven alone.
In addition, each shuttle route must meet the cost-effectiveness criteria (Policy #2). If a project consists of more than one route, one worksheet should be submitted with all routes listed, and a separate worksheet must be prepared showing the cost-effectiveness of each route (i.e., as determined by that route’s ridership, funding allocation, etc.).
Annually funded service projects with a one-year project useful life, or one Year of Effectiveness, and that do propose surplus emissions reduction may continue receiving funds.
Note that MTC’s regional rideshare program (i.e., 511.org) provides funding to counties. This funding may also contain some TFCA funding, which, if used in combination with this TFCA funding, may violate Policy 11. Duplication.
Pilot Trip Reduction Projects
Two key components in calculating cost-effectiveness are the number of vehicle trips eliminated per day and the trip length. The number of vehicle commute trips eliminated is the number of trips by participants that would have driven as a single occupant vehicle if not for the service; it is not the same as the total number of riders or participants. If a survey was conducted on potential demand, a frequently used proxy is the percentage of survey respondents who report that they would have driven alone if not for the service provided. If survey data is not available, alternative supporting documentation must be provided to justify the inputs used in the cost-effectiveness worksheet. For calculating the length of trip, only use the length of the vehicle trip avoided by only the riders that otherwise would have driven alone. For the post-project CE worksheet, the project sponsor should provide similar data to support their post-project vehicle trips eliminated count.
Transit Signal Priority Projects
For the length of trip, a good survey practice is to determine the length of automobile trip avoided by just those riders that otherwise would have driven, rather than by all riders.
Smart Growth and Traffic Calming Projects
Projects must reduce vehicle trips by increasing pedestrian/bicycle travel and transit use. Projects that only involve slowing automobile traffic briefly (e.g., via speed bumps) tend to not be costeffective, as the acceleration following deceleration increases emissions. Due to the variety of potential Smart Growth and Traffic Calming projects, there currently are no default assumptions provided for emission reduction inputs aside from years effectiveness. A primary component in calculating cost-effectiveness is the number of vehicle trips eliminated as a result of the project.
Vehicle and Fueling Infrastructure Projects
5.11.a
Packet Pg. 296 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 37 The investment in each individual vehicle must be shown to be cost-effective (Policy #2). The worksheet calculates the cost-effectiveness of each vehicle separately, so only one worksheet is required when more than one vehicle is being considered for funding.
TFCA Policies require that all projects including those subject to emission reduction regulations, contracts, or other legally binding obligations achieve surplus emission reductions—that is, reductions that go beyond what is required. Therefore, vehicles with engines certified as Family Emission Limit (FEL) engines are not eligible for funding because the engine is certified for participation in an averaging, banking, and trading program in which emission benefits are already claimed by the manufacturer.
Because TFCA funds may only be used to fund early-compliance emissions reductions, and because of the various fleet rule requirements, calculating cost-effectiveness for vehicle grant projects can be complex, and it is recommended that it be done only by someone familiar with all applicable regulations and certifications.
Additionally, electric vehicle infrastructure generally does not qualify for more than $6,000 per single-port Level 2 (6.6KW) charging station, $8,000 per dual-port Level 2 charging station, and $35,000 per DC fast charging station; administering agencies should consult with the Air District on such projects, as the evaluation methodologies are evolving. Also, any questions should be raised to Air District staff well before project approval deadlines in order to assure project eligibility. Below is general guidance for charging type based on the duration the vehicle is parked at that specific location:
Category Typical Venues Available Charging
Time
Charging Method
(Primary/Secondary)
Opportunity and
Destination
• Shopping Centers
• Airport (short term parking)
• Other
• Cultural and Sports Centers
• Parking Garages
• Hotels/Recreation Sites
• Airports (long term parking)
0.5 – 2 hours
< 1 hour
< 1 hour
2 – 5 hours
2 – 10 hours
4 – 72 hours
8 – 72+ hours
Level 2/DC Fast
Level 2/DC Fast
Level 2/DC Fast
Level 2/Level 1
Level 2/Level 1
Level 2/Level 1
Level 1/Level 2
Corridor/Pathway • Interstate Highways
• Commuting/Recreation Roads
< 0.5 hours
< 0.5 hours
DC Fast/
DC Fast/Level 2
Emergency • Fixed
• Mobile
< 0.1 hours
< 1 hour
DC Fast
Level 2/DC Fast
For more information, please refer to the Bay Area EV Readiness Plan.
The cost-effectiveness of fueling infrastructure is based on the vehicles that will use the funded facility. For these projects, administering agencies must exercise care that emission reductions from the associated vehicles are only credited towards a TFCA infrastructure project and are not double counted in any other Air District grant program, either at the present time or for future vehicles that will use the facility during its years of effectiveness. EV charging infrastructure projects for private fleets should use their existing fleet information in the Vehicles 14,000 & Less or Vehicles 14,001 + cost-effectiveness worksheet. All other EV charging infrastructure projects should use the EV Infrastructure cost-effectiveness worksheet (for projects that support vehicles that are 14,001 lbs +, please contact the Air District for more information).
5.11.a
Packet Pg. 297 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 38 The total mileage a vehicle can travel may be limited by regulation, and the product of Years Effectiveness and Average Annual Miles cannot exceed that mileage (e.g., some cities limit the lifetime miles a taxicab can travel).
Heavy-duty vehicle, buses, and infrastructure projects: The California Air Resources Board (CARB) Carl Moyer Program Guidelines document is the source for the formulas and factors used in the Heavy-Duty Vehicle worksheet. Note that there are some differences between the TFCA and Moyer programs; consult Air District staff with any questions. At a minimum, a funded vehicle must have an engine complying with the model year 2010 and later emission standards. Vehicles that are funded by the TFCA shall not be co-funded with other funding sources that claim emissions credits.
Note that the Innovative Clean Transit (ICT) regulation requires all public transit agencies to gradually transition to a 100-percent zero-emission bus fleet. The zero-emission bus purchase requirement begin in 2023 for large transit agencies and 2026 for small transit agencies. A vehicle purchased to comply with ICT regulation is not considered surplus of emission reductions and therefore is not eligible for TFCA funding. Vehicle purchased that is above and beyond this requirement would be eligible for TFCA funding if the project meets all other requirements.
Zero Emission Bus Purchase Schedule (% of Total New Bus Purchases)
YEAR LARGE TRANSIT SMALL TRANSIT
2023 25% -
2024 25% -
2025 25% -
2026 50% 25%
2027 50% 25%
2028 50% 25%
2029 100% 100%
For more information and updates on this regulation, visit the Innovative Clean Transit Regulation website.
Telecommuting Demonstration Projects
Similar to Pilot Projects, telecommuting demonstration project category is meant to support the start-up costs of a demonstration project. Therefore, the estimated emission reductions should count only the additional vehicle trip reductions that would result from the project’s implementation or operational period. The number of vehicle commute trips eliminated is the number of trips by participants that would have driven as a single occupant vehicle if not for the ability to telecommute; it is not the same as the total number of participants. If a survey was conducted on potential demand, a frequently used proxy is the percentage of survey respondents who report that they would have driven alone if not for the ability to telecommute. If survey data is not available, alternative supporting documentation must be provided to justify the inputs used in the costeffectiveness worksheet. For calculating the length of trip, use the length of the vehicle trip avoided by only the participant that otherwise would have driven alone. For the post-project CE worksheet, the project sponsor should provide similar data to support their post-project vehicle trips eliminated count.
Note, only costs directly related to the project are eligible (e.g., remote work training, telework project management tools). Eligible costs must be incurred during the project operation or implementation period to be eligible. Subscription costs, must be limited to only the approved period in the “years of effectiveness” in the Cost-effectiveness Worksheet. For this category, equipment that will be used in an individual’s home, such as computing equipment, are ineligible.
5.11.a
Packet Pg. 298 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 39 Documentation and Recordkeeping
Beginning in FYE 2012, Project files must be maintained by administering agencies and Project Sponsors for a minimum of five years following completion of the Project Years of Effectiveness, versus three years as before. Project files must contain all related documentation including copies of CARB executive orders, quotes, mileage logs, fuel usage (if cost-effectiveness is based on fuel use), photographs of engines and frames that were required to be scrapped, and financial records, in order to document the funding of eligible and cost-effective projects. The record retention requirement can be satisfied with electronic files that are safely stored with data backup.
Guidance on inputs for the worksheets are as follows:
Instructions Tab
Provides instructions applicable to the relevant project type(s).
General Information Tab
Project Number, which has three parts:
1 st – fiscal year in which project will be funded (e.g., 26 for FYE 2026). 2 nd – Administering agency; use the following abbreviations:
ALA – Alameda CC – Contra Costa MAR – Marin
NAP – Napa SF – San Francisco SM – San Mateo
SC – Santa Clara SOL – Solano SON – Sonoma
3 rd – two-digit number identifying project; 00 is reserved for administering agency’s administrative costs.
Example: 26MAR04 = fiscal year ending 2026, Marin, Project #04.
Project Title: Short and descriptive title of project, matching that on the Project Information Form.
Project Type Code: Insert one and only one of the following codes for the corresponding project type. If a project has multiple parts, use the code for the main component. Note that not all listed project types may be allowed in the current funding cycle.
Code Project Type Code Project Type
0 Administrative costs 6c Shuttle services – NG powered Alternative Fuel Heavy‐Duty Trucks and Buses or OnRoad Truck Replacements 6d Shuttle services – EV powered 1a NG buses (transit or shuttle buses) 6e Shuttle services – Fuel cell powered 1b EV buses 6f Shuttle services – Hybrid vehicle
1c Hybrid buses 6g Shuttle services – Other fuel type
1d Fuel cell buses 6h Shuttle services w/TFCA purchased retrofit 1e Buses – Alternative fuel 6i Shuttle services – fleet uses various fuel types 2a NG school buses Bikeways and Bicycle Parking
2b EV school buses 7a Class 1 bicycle paths
2c Hybrid school buses 7b Class 2 bicycle lanes
2d Fuel cell school buses 7c Class 3 bicycle routes, bicycle boulevards 2e School buses – Alternative fuel 7d Bicycle lockers and cages 3a
Other heavy-duty – NG (street sweepers,
garbage trucks) 7e
Bicycle racks
5.11.a
Packet Pg. 299 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 40 Code Project Type Code Project Type
3b Other heavy-duty – EV 7f Bicycle racks on buses
3c Other heavy-duty – Hybrid 7g Attended bicycle parking (“bike station”) 3d Other heavy-duty – Fuel cell 7h Other type of bicycle project (e.g., bicycle loop detectors)
3e
Other heavy-duty - Alternative fuel (High
Mileage) 7i Bike share
3f Other heavy-duty - Alternative fuel (Low
Mileage) 7j Class 4 cycle tracks or separated bikeways
Alternative Fuel Light‐ and Medium‐Duty Vehicles Arterial Management 4a Light-duty vehicles – NG 8a Signal timing (Regular projects to speed traffic) 4b Light-duty vehicles – EV 8b Arterial Management – transit vehicle priority 4c Light-duty vehicles – Hybrid 8c Bus Stop Relocation
4d Light-duty vehicles – Fuel cell 8d Traffic roundabout 4e Light-duty vehicles – Other clean fuel Infrastructure Improvements for Trip Reduction Ridesharing Projects 9a Smart growth – traffic calming
5a Implement TROs (pre-1996 projects only) 9b Smart growth – pedestrian improvements 5b Regional Rideshare Program 9c Smart growth – other types 5c Incentive programs (for any alternative mode) Miscellaneous 5d Guaranteed Ride Home programs 10a Rail-bus integration 5e
Ridesharing – Vanpools (if cash incentive only,
use 5c) 10b Transit information / marketing
5f Ridesharing – School carpool match 11a Telecommuting demonstration 5g Other ridesharing / trip reduction projects 11b Congestion pricing demonstration Bike Share 11c Other demonstration project
5h Trip reduction bicycle projects (e.g., police on
bikes) Alternative Fuel Infrastructure
Last-Mile Connections 12a Natural gas infrastructure
6a Shuttle services – diesel powered 12b Electric vehicle infrastructure 6b Shuttle services – gasoline powered 12c Alternative fuel infrastructure County: Use the same abbreviations as used in Project Number.
Worksheet Calculated by: Name of person completing the worksheet.
Date of Submission: Date submitted to the administering agency.
Project Sponsor Organization: Organization responsible for the project.
Contact Name: Name of individual responsible for implementing the project. Include all contact information requested (email, phone, address).
Project Start Date: Date work begins on a project. Note: Project must meet Readiness Policy (Policy #6).
5.11.a
Packet Pg. 300 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 41 Project Completion Date: Date the project scope is estimated to be completed. - Service projects’ completion date: a project is completed after its Operational Period is completed.
- Infrastructure projects’ completion date: a project is completed after the equipment becomes available for public use (i.e., after the Implementation Period is completed).
Note, this date will be used to track the project. The project scope may be completed, but projects cannot be closed out until all payment is paid out and Final Report is approved.
Final Report to CMA: Date the post-project cost-effectiveness worksheetFinal Report was received by the administering agency. Note: Administering agencies must expend funds within two years of receipt, unless an application states that the project will take a longer period of time and is approved by the administering agency or the Air District.
Calculations Tab
Because the worksheets have many interrelated formulas and references, users must not add or delete rows or columns, or change any formulas, without consulting with the Air District. Several cells have input choices or information built in, as pull-down menus or comments in Excel. Pull-down menus are accessed by clicking on the cell. Comments are indicated by a small triangle in the upper right corner of a cell, and are made visible by resting the cursor over the cell.
Cost-Effectiveness Inputs
# Years of Effectiveness: Equivalent to the administrative period of the grant. See inputs table below. The best practice is to use shortest value possible.
Total Project Cost: Total cost of project including TFCA funding, sponsor funding, and funds contributed by other entities. Only include goods and services of which TFCA funding is an integral part.
TFCA Cost: TFCA 40% Funds and the TFCA 60%Funds (if any), listed separately.
Project Operational Start Year: The Year the Operation of project would begin (for service projects), or the Year the infrastructure is available for public use (for infrastructure projects).
Emission Reduction Calculations
Instructions and default values for each project type are provided in the table below. Default values for years of effectiveness are provided for the various project types. There are no defaults for Smart Growth projects, due to the wide variability in these projects.
Notes & Assumptions Tab
Provide an explanation of all assumptions used. If you choose to use assumptions or values different from those defaults values provided in the Air District’s guidelines, submit documentation and an explanation about your inputs and assumptions to request approval from the Air District prior to awarding funds to the project.
5.11.a
Packet Pg. 301 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 42 Emission Factors Tab
This tab contains references for the Calculations tab. No changes shall be made to this tab.
Additional Information for Heavy-duty Vehicle Projects
CARB has adopted a number of standards and fleet rules that limit funding opportunities for on-road heavyduty vehicles. See the below list of CARB rules that affect on-road heavy-duty fleets, followed by a reference sample CARB Executive Order. For assistance in determining whether a potential project is affected, contact Air District staff or consult Carl Moyer Implementation Charts at:
http://www.arb.ca.gov/msprog/moyer/guidelines/supplemental-docs.htm
5.11.a
Packet Pg. 302 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 43 Summary of On-Road Heavy-Duty Fleet Rules
Vehicle Type Subject to CARB Fleet Rule? *
Urban buses Fleet Rule for Transit Agencies, Innovative Clean Transit Regulation, Advanced Clean Fleets Regulation
Transit Fleet Vehicles Fleet Rule for Transit Agencies, Innovative Clean Transit Regulation, Advanced Clean Fleets Regulation
Solid Waste Collection Vehicles, excluding transfer trucks Solid Waste Collection Vehicle Regulation, Advanced Clean Fleets Regulation
Municipal Vehicles and Utility Vehicles Fleet Rule for Public Agencies and Utilities, Innovative Clean Transit Regulation, Advanced Clean Fleets
Regulation
Port and Drayage Trucks Port Truck Regulation, Advanced Clean Fleets Regulation
All other On-road heavy-duty vehicles On-road Rule, Innovative Clean Transit Regulation, Advanced Clean Fleets Regulation
* This is not a complete list and other applicable regulations may be found in California Air Resource Board website.
Summary of Maximum Cost-Effectiveness & Years of Effectiveness by Project Category Policy No. Project Category Maximum C-E
($/weighted ton) Years of Effectiveness
3 Case-by-Case Approval 250,000 Project Dependent
22 Alternative Fuel Light- and MediumDuty Vehicles 522,000 3 years recommended, 4 years max
23 Reserved Reserved Reserved
24 Alternative Fuel Heavy-Duty Trucks
and Buses 522,000 3 years recommended, 4 years max
25 Reserved Reserved Reserved
26 Alternative Fuel Infrastructure 500,000 3 years recommended, 4 years max
27 Ridesharing Projects – Existing 150,000 2 years max
28 First- and Last-Mile Connections –
Existing 250,000 2 years max
29.a.
First- and Last-Mile Connections –
Pilot not in CAREPriority Areas or
PDAs. These projects will be evaluated
every year.
Year 1 - 500,000
Year 2 and beyond - see
Policy #28 shuttle is
considered existing
2 years max
First- and Last-Mile Connections –
Pilot shuttle projects located in Highly
Impacted Communities as defined in
the Air District Priority AreasCARE
Program and/or a Planned or
Potential PDA may receive TFCA Funds
under the Pilot designation. These
projects will be evaluated every year.
Years 1 & 2 - 500,000
Year 3 and beyond - see
Policy #28 shuttle is
considered existing
2 years max
29.b. Pilot Trip Reduction 500,000 2 years max
30.a. Bicycle Parking 250,000 3 years max
30.b. Bikeways 500,000
10 years max for Class I
bikeways (7 years max for
other bikeways)
31 Bike Share 500,000 5 years max
5.11.a
Packet Pg. 303 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 44 32 Reserved Reserved Reserved
33 Infrastructure Improvements for Trip
Reduction 500,000 10 years max
34 Telecommuting 150,000 1 year recommended, 2 years
max
5.11.a
Packet Pg. 304 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 45
Emission Reduction Inputs
Administering agencies must describe all relevant assumptions used to determine the project’s cost-effectiveness in the Notes & Assumptions tab. If an administering agency seeks to use different default values or methodologies, it is advised that the agency consult with Air District staff, before project approval, to avoid the risk of funding projects that are not eligible for TFCA funds.
Project Type/Worksheet
Name Input Data Needed Default Assumptions
Trip Reduction (Existing and Pilot)
Worksheet = Trip Reduction FYE 2026
Input Field, “# Trips/Day eliminated” is in reference to vehicle trips eliminated due to proposed project. For Pilot Trip Reduction projects, follow the instructions of the most similar project type. Any deviations from the default assumptions used must be supported by documentation or data.
Project Type = 5a-h, 8b, 9a-c, 11a-c
Ridesharing # Years of Effectiveness Enter in Cost Effectiveness Inputs, up to 2 years # Trips/Day (1-way) eliminated [% of
target population (# employees)]
Enter in Step 1-Column A, 1% of target population
Days/Yr Enter in Step 1-Column B, 240 days (max.)
Trip Length (1-way) Step 1-Column C, Default = 16 miles (1-way commute distance from MTC’s Commute Profile)
# New Trips/Day (1-way) to access
transit
Step 2-Column A, Default = 50% of # Trips/Day Eliminated (Step 1-Column A) Days/Yr Enter in Step 2-Column B, same # as Step 1-Column B Trip Length (1-way) Enter in Step 2-Column C, Default = 3 miles For ridesharing, the default maximum number of vehicle trips reduced per day is 1% of target population.
School-Based Ridesharing # Years of Effectiveness Enter in Cost Effectiveness Inputs, up to 2 yrs # Trips/Day (1-way) eliminated [% of
target population (total # students)]
Step 1-Column A, No Default
Days/Yr Enter in Step 1-Column B, 180 days (max.)
Trip Length (1-way) Step 1-Column C, 1-3 miles
For ridesharing, the default maximum number of vehicle trips reduced per day is 1% of target population.
Transit Incentive Campaigns # Years of Effectiveness Enter in Cost Effectiveness Inputs, up to 2 yrs # Trips/Day (1-way) eliminated [% of
target population]. Use survey data if
available.
Step 1-Column A, No default
Days/Yr Enter in Step 1-Column B, 90 days (max.) if # Trips/Day based on % of target population. If # Trips/Day based on participants, 240 days (max).
5.11.a
Packet Pg. 305 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 46
Trip Length (1-way), based on routes
accessed
Step 1-Column C, No Default
# New Trips/Day (1-way) to access
transit
Step 2-Column A, 50% of # Trips/Day Eliminated (Step 1-Column A) Days/Yr (new trips) Enter in Step 2-Column B - same as # days used in Step 1 Trip Length (1-way) for new trips Step 2-Column C, Default = 3 miles Guaranteed Ride Home
Programs
# Years of Effectiveness Enter in Cost Effectiveness Inputs, up to 2 years # Trips/Day (1-way) eliminated Enter in Step 1-Column A, 0.2% of target population.
Days/Yr Enter in Step 1-Column B, 240 days (Max.)
Trip Length (1-way) Step 1-Column C, Default = 16 miles Transit Vehicle Signal
Prioritization
# Years of Effectiveness Enter in Cost Effectiveness Inputs, 2 yrs # Trips/Day (1-way) eliminated Step 1-Column A, No Default Days/Yr Enter in Step 1-Column B, 240 days (max)
Trip Length (1-way) Step 1-Column C, No Default
Step 2-Column A, 50% of # Trips/Day Eliminated (Step 1-Column A) Step 2-Column B, same as Step 1-Column B
Enter in Step 2-Column C, 3 miles
Infrastructure
Improvements for Trip
Reduction
Note: Default assumption
available for Years
Effectiveness only. Provide
detailed explanations (in
Notes and Assumptions tab)
of assumptions used for
other inputs.
# Years of Effectiveness Enter in Cost Effectiveness Inputs, 10 years max Project Type =6a-i, 10a-b
Shuttle/Feeder Bus, Rail-Bus
Integration, and Transit
Information Systems
# Years of Effectiveness Cost Effectiveness Inputs, up to 2 years # Trips/Day (1-way) eliminated trips.
Trips only from riders who previously
would have driven.
Step 1-Column A
For on-going service, use survey results
For new service, use 50% of daily seating capacity of vehicle * 67% (% single-occupancy vehicles (SOV) from MTC Commuter Profile)
5.11.a
Packet Pg. 306 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 47
Days/Yr eliminated trips Step 1-Column B, Enter number of operating days. Default =240 days/yr.
Trip Length (1-way) eliminated trips.
Average trip length that will be
eliminated due to shuttle passengers
taking train/ferry in conjunction with
the shuttle.
Enter in Step 1-Column C, a survey-based distance, or, if no survey, 16 miles for shuttles and 35 miles for vanpools
# Trips/Day (1-way) new trips to
access transit
Step 2-Column A, Use survey data or, if none, a default is 50% of # Trips/Day Eliminated (Step 1-Column A)
Days/Yr new trips Enter in Step 2-Column B, same # as in Step 1-Column B.
Trip Length (1-way) new trips.
Average trip length of shuttle
passengers that drive from home to
the BART/Caltrain station.
Enter in Step 2-Column C, a survey-based distance, or, if no survey, default is 3 miles for home-to-rail trips.
When possible, emissions from shuttle vehicles should be based on the vehicle engine Executive Order. Administering Agency should consult with Air District staff for guidance.
Follow Step 3A for vans and shuttle vehicles 14,000 lbs. and lighter. Follow Step 3B for buses # Vehicles, Model Year: Number of
vehicles with same model year
Step 3A - Column A, no default.
Emission Std.: Emission Standard
from list provided.
3A - Column B, no default.
Vehicle GVW: Weight Class from list
provided.
3A - Column C, no default.
ROG, NOx, Exhaust PM10, and Total
PM10 Factors: enter factor from
appropriate table provided on
Emission Factors tab—CARB Table 2
for vehicles less than 14,000 lbs. and
CARB Appendix D tables for vehicles
14,001 lbs and heavier.
3A - Column D through G, no default
CO2 Factor: enter factor from CO2
Table for Light- and Light Heavy-Duty
Shuttles, on Emission Factors tab.
3A - Column H, no default.
Total annual VMT = [length of
shuttle/van trip (one-way)] X [# oneway trips per day] X [# days of service per year]. For all vehicles listed in
Step 3A.
3A - Column I, no default.
If a vehicle does not match the factors provided, Administering Agency should consult with Air District staff.
5.11.a
Packet Pg. 307 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 48
ROG, NOx, Exhaust PM10, Other PM10
and CO2 Factors: enter factor from
Emissions for Buses Table provided on
Emission Factors tab.
Step 3B: Columns D through H, no default. Note that Step 3B uses Other PM10, not Total PM10.
Other PM10 is based on the vehicle fuel type (e.g., diesel, gas, natural gas and electric), The value for column J can be found in the tables 3.2-16 under each fuel type. The value is labeled BW + TW + RD (which translates to brake wear, tire wear and road dust).
Medium and heavy duty vehicle tables do not include CO2 factors, and those may be left blank.
Total annual VMT = [length of
shuttle/van trip (one-way)] X [# oneway trips per day] X [# days of service per year]. For all vehicles listed in
Step 3B.
3B Column L, no default.
Project Type = 7a-j, 11a
Bikeways (Paths, Lanes,
Routes)
Notes:
• For Class 1 projects, use
the ADT on the most
appropriate parallel
road.
• For gap closure projects
(where project will close
a gap between two
existing segments of
bikeway), use the length
for the total facility.
• The maximum number
of vehicle trips reduced
per day is 240. The Air
District generally
assumes that no bike
project will reduce more
than 240 vehicle trips
per day.
Methodology to estimate number of trips reduced for bike paths, lanes, & routes is based on:
• Facility type (Class 1, 2, 3, or 4)
• Length of the project segment
• Traffic volume (ADT) on the facility
# Years of Effectiveness Enter in Cost Effectiveness Inputs:
Class 1 bike path (or bike bridge) Not to exceed 10 years for Class 1 (trails/paths) Class 2 bike lane
Class 3 bike route
Class 4 cycle tracks or separated
bikeways
Not to exceed 7 years for Class 2, Class 3 and Class 4
# Trips/Day (1-way) eliminated
(depends on length of project
segment and ADT on project
segment)
Enter in Step 1-Column A:
Class 1 & Class 2 & Class 4 Length ≤ 1 mile = 0.4% ADT
ADT ≤ 12,000 vehicles per day Length >1 and ≤ 2 miles = 0.6% ADT Length >2 miles = 0.8% ADT
Class 1 & Class 2 & Class 4 Length ≤ 1 mile = 0.3% ADT
ADT > 12,000 and ≤ 24,000 Length > 1 and ≤ 2 miles = 0.45% ADT Length > 2 miles = 0.6% ADT
Class 1 & Class 2 & Class 4 Length ≤ 1 mile = 0.25% ADT ADT > 24,000 and ≤ 30,000 Length > 1 and ≤ 2 miles = 0.35% ADT
5.11.a
Packet Pg. 308 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 49
Maximum is 30,000. Length > 2 miles = 0.45% ADT
Class 3 bike route or bicycle blvd Route ≤ 1 mile = 0.1% ADT Route > 1 and ≤ 2 miles = 0.15% ADT
Route > 2 miles = 0.25% ADT
Upgraded Class 1 & Upgraded Class 4 Use 10% of the appropriate formula above Upgraded Class 2 buffered Use 5% of the appropriate formula above Days/Yr Enter in Step 1-Column B, 240 days
Trip Length (1-way) Enter in Step 1-Column C, 3 miles. (Not same as segment length.) Bicycle Parking # Years of Effectiveness Enter in Cost Effectiveness Inputs, 3 yrs # Trips/Day (1-way) eliminated Enter in Step 1-Column A:
Capacity of lockers x 2 trip/day
Capacity of cages x 0.75 trips per day
Capacity of racks x 0.5 trips per day
Days/Yr Enter in Step 1-Column B, 240 days
Trip Length (1-way) Enter in Step 1-Column C, 3 miles
Bike Share # Years of Effectiveness Enter in Cost Effectiveness Inputs, max. 5 yrs # Trips/Day (1-way) eliminated Enter in Step 1-Column A:
Number of bikes * 1.48 trips per day * 12% (actual vehicle trips replaced based on Shaheen research dated June 2015)
Weekdays
Days/Yr Enter in Step 1-Column B, 260 days
Trip Length (1-way) Enter in Step 1-Column C, 16 miles
Weekends
Days/Yr Enter in Step 1-Column B, 105 days
Trip Length (1-way) Enter in Step 1-Column C, 3 miles
Telecommuting
Note: Default assumption
available for Years
Effectiveness only. Provide
detailed explanations (in
Notes and Assumptions tab)
of assumptions used for
other inputs.
# Years of Effectiveness Cost Effectiveness Inputs, up to 2 years
5.11.a
Packet Pg. 309 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 50
Arterial Management * new projects ineligible for funds Worksheet = Arterial Management FYE 2026
Project Type = 8a-d
Arterial Management (Signal
Timing)
Note: Data for traffic volume
and vehicle speed must be
generated concurrently (i.e.,
during the exact same day
and time period)
# Years of Effectiveness Enter in Cost Effectiveness Inputs:
For signal timing/synchronization, 2 yrs or, with retiming required at 2 yrs, 4 yrs. Each project should include either 2- or 4-year segments, not both.
Name of Arterial Column A: Name of the arterial and the direction of travel.
Segment Length (miles) Enter under Column B the length of arterial over which speeds will be increased.
Days/Yr Enter under Column C the number of days per year over which the project would affect traffic. Default is 240 days.
Time Period Enter under Column D the time period over which the traffic volumes and speed will change (e.g., 4-7 PM). Include all the hours in a period that will benefit, not just the peak hour.
Traffic Volume Enter under Column E the traffic volume before the project for the corresponding Time Period and direction of travel that will make the stated speed change.
Traffic Speed without the Project Enter under Column F the average traffic speed along the length of the arterial before implementation of the project.
Travel Speed with Project Enter under Column G the average estimated traffic speed along the length of the arterial after implementation of the project. Note: Maximum increase in speed is 25%.
Alternative Fuel Heavy-Duty Vehicles and Infrastructure Worksheets = Vehicle 14,001 lbs + FYE 2026
Project Types = 1a-e, 2a-e, 3a-f, 12a-c
Vehicle 14,001 lbs +
Use separate workbook and
Project # for each set of
vehicles with different #
Years of Effectiveness or with
different fuel types.
For infrastructure projects
supporting private fleet, use
the Vehicles 14,001 lbs +
Worksheet. For EV
infrastructure projects that
do not support a private
fleet, contact the Air District
prior to using the EV
Infrastructure Worksheet.
Column AC, Project life (yrs.): # Years
of Effectiveness.
Cost Effectiveness Inputs, 3 years is recommended - not to exceed 4 years.
Column A, Unit #: A unique identifier.
List each vehicle on a separate row.
Column A: No default
Columns D through J, Baseline
Emission Rate: NOx, ROG, PM factors:
See Moyer Table D-1, D-2 or D-4,
based on your vehicle type, weight,
and engine model year.
Columns D through I: For alt-fuel heavy-duty vehicle projects, including urban buses, the baseline default is the Model Year 2010 emission standards (in Table D-2 this is the 2013+ (o.2 g/bhp-hr NOx std)). Note, the CE Worksheet has further guidance on how to determine baseline emission rates for urban buses.
Column J: If no existing vehicle is being replaced, the Baseline engine model year will be the year the new vehicle will be operational. If an existing vehicle is being replaced, the Baseline will be based on the existing engine model year of the vehicle.
Column K, Annual VMT: Base on
average vehicle miles traveled over 2
years, and document with 2 years of
records.
Column K: No default.
5.11.a
Packet Pg. 310 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 51
Column J, Baseline engine model
year: Vehicle Executive Order
Column J: No default.
Column L, Percent operation in Air
District: Only the operation within the
Air District’s jurisdiction can be
counted.
Column L: No default.
Columns N through S, New Emission
Rate: NOx, ROG, and PM: Use
Executive Order values.
Columns N through S: For heavy-duty vehicle projects, including urban buses, the new vehicle must be certified to exceed the Model Year 2010 standard of 0.2 g/bhp-hr of NOx and 0.01 g/bhp-hr of PM, which are the default values. Some exceptions apply.
Note: FEL engines are not eligible for TFCA funding.
CARB certifies engines and provides the engine manufacturers with an Executive Order (EO) for each certified engine family. An example of an EO is shown at the end of this attachment. The EO includes general information about the certified engine such as engine family, displacement, horsepower rating(s), intended service class, and emission control systems. It also shows the applicable certification emission standards as well as the average emission levels measured during the actual certification test procedure. For the purpose of the TFCA Program, the certification emission standards are used to calculate emission reductions. The certification emission standards are shown in the row titled “(DIRECT) STD” under the respective “FTP” column headings for each pollutant. For instance, the Cummins 8.3 liter natural gas engine illustrated in the sample was certified to a combined oxides of nitrogen plus nonmethane hydrocarbon (NOx+NMHC) emission standard of 1.8 g/bhp-hr, a carbon monoxide (CO) emission standard of 15.5 g/bhp-hr, and a particulate matter (PM) emission standard of 0.03 g/bhp-hr.
In the case where an EO shows emission values in the rows labeled “AVERAGE STD” and/or “FEL”, the engine is certified for participation in an averaging, banking, and trading (AB&T) program. AB&T engines (i.e., all FEL-certified engines) are not eligible to participate in the TFCA Program for new vehicle purchase projects since emission benefits from an engine certified to an FEL level are not surplus emissions.
Column V, Replacement Vehicle Cost:
Must be supported by a quote for the
new alt-fuel vehicle that exceeds
standards.
Column V: No Default.
Column W, Maximum eligible funding
%
Column W: 90% maximum eligible funding as indicated in the 40% Fund policy.
Column AB, Project start year. Column AB: Start year when vehicle will be on the road.
Column AG, 90% of eligible cost Column AG: 90% of value from Replacement Vehicle Cost, column V.
Columns AP – AR, Emission
Reductions.
Columns AP – AR. Calculated automatically. Enter zero (0) if a reduction cannot be claimed.
All reductions must be surplus to any regulatory, contractual, or other legally binding requirement.
Note that if ROG values are not available for both the baseline and the proposed engine, ensure value is zero (0) for ROG, as no ROG emission reductions can be claimed.
5.11.a
Packet Pg. 311 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 52
Column AW, TFCA Funding Amount:
Amount of total TFCA funding. The
column total must equal Total TFCA
Cost from Cost-Effectiveness Inputs at
top of worksheet.
Column AX, Actual Weighted CE w/o
CRF--Miles Basis ($/ton). Costeffectiveness based on emissions including weighted PM. Must meet
Policy Requirements.
Column AX: Calculated automatically.
Emissions and cost-effectiveness calculations can only be based on fuel usage for the following vehicles:
• Utility vehicles in idling service
• Street sweepers
• Solid waste collection vehicles
All other vehicles must use mileage basis. If using fuel-based calculations, usage must be based on two years of historical fuel usage documentation (e.g., fuel logs or purchase receipts.)
Alternative Fuel Vehicles and Infrastructure
Worksheets = Vehicle 14,000 lbs & less FYE 2026, EV Infrastructure FYE 2026 Project Types = 4a-e, 12a-c, including projects that replace heavy-duty vehicles with and buses with alternative fuel light-duty vehicles Alternative Fuel Vehicles
and Infrastructure
(14,000 lbs and less)
For infrastructure projects
supporting private fleet, use
the Vehicles 14,000 lbs & less
Worksheet. For EV
infrastructure projects that
do not support a private
fleet, use the EV
Infrastructure Worksheet.
Vehicles
# Years of Effectiveness 3 years is recommended - 4 years max.
Unit # / ID List each vehicle separately.
Current Standard and New Vehicle
Standard
In the Baseline Emission Standard (Columns I through L) and Proposed Clean Vehicle Emission Standard (Columns M through P) refer to Emission Factor table. Emission factors obtained from the specific vehicle’s Executive Order is the preferred method. Hybrid and plug-in hybrid vehicles without executive orders may use the default assumptions of 25% zero-emission/75% gas emissions (based on vehicle weight) included in the cost-effectiveness worksheet’s emissions tab.
Vehicle replacement projects, use the existing vehicle’s model year for the Baseline Emission section. Use the year of when the new vehicle will start operation for Proposed Emission section. A vehicle replacement project qualifies only if the existing vehicle is scrapped and replaced.
Fleet expansion projects, use the “vehicle purchase year” for both Baseline and Proposed Emission factors.
Cost-Effectiveness Column U, automatically calculated. Each vehicle must meet the Policy requirements for cost-effectiveness.
Avg Annual Miles: Base on average
vehicle miles traveled over 2 years.
Column G: No default.
5.11.a
Packet Pg. 312 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 53
Infrastructure
# Years of Effectiveness 3 recommended, 4 max
Charger ID List each charger separately
Description Enter description
Type Select a type from types defined in Notes and Assumptions tab Rate (kW) Enter the equipment’s power output rate kW
TFCA Funding Enter total amount of TFCA funding requested for all charging stations Annual Usage (kWh) (Rate kW) x (charger’s estimated hours of usage per day) x (365 days per year) x (quantity of chargers)
5.11.a
Packet Pg. 313 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 54
Sample CARB Executive Order for Heavy-Duty On-Road Engines
5.11.a
Packet Pg. 314 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) RESOLUTION 25-31-G
RE: COST-EFFECTIVENESS (CE) FOR FISCAL YEAR (FY) 2025-26 CONTRA COSTA TRANSPORTATION FUND FOR CLEAN AIR (TFCA) 40% FUND PROJECTS WHEREAS, on February 19, 2025 the Authority adopted Resolution 25-03-G submitting an expenditure plan to the Bay Area Air Quality Management District (Air District) for the FY 2025- 26 Contra Costa County TFCA 40% Fund in the amount of $1,841,290; and WHEREAS, on May 15, 2024, the Authority Board approved Resolution 24-16-G adopting the TFCA 40% Fund Policy to guide the annual allocation of the TFCA 40% Fund; and WHEREAS, on July 16, 2025, the Authority Board authorized execution of Funding Agreement No. 26-CC with the Air District for the TFCA 40% Fund; and
WHEREAS, the Air District policy requires that each county’s TFCA 40% Fund Administering Agency ensure that approved projects meet the eligibility criteria established in Health and Safety Code (HSC), Section 44241, and C-E thresholds in the respective project categories established by the Air District; and
WHEREAS, the Air District has provided each TFCA 40% Fund Administering Agency with C-E worksheets to check for project compliance with the C-E requirement; and WHEREAS, inputs into the C-E worksheets have been provided by the Air District and/or documented through available data.
NOW, THEREFORE, BE IT RESOLVED that the Authority Board hereby authorizes the projects listed in Exhibit 1 to meet the eligibility requirements of HSC, Section 44241, which will result in reductions in vehicle emissions, and are cost-effective in accordance with the Air District’s policy when calculated using C-E spreadsheets provided by the Air District.
5.11.a
Packet Pg. 315 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Resolution 25-31-G
October 15, 2025
This resolution was entered into at a meeting of the Contra Costa Transportation Authority Board held October 15, 2025 in Walnut Creek, California by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
__________________________________
Aaron Meadows, Chair
Attest: ______________________________
Tarienne Grover, Clerk of the Board
5.11.a
Packet Pg. 316 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) TFCA Fiscal Year 2025/2026 Project Summary
Countywide Programs
511CC Countywide Brand + Countywide TDM Commute & School Incentives + Seasonal Programs (26CC01)
This comprehensive program incorporates year-round and seasonal incentive-based TDM initiatives. For the year-round Big Win on Transit program, funding will provide cash incentives for people who use Clipper cards on transit trips (bus, BART, ferry) that start or end in Contra Costa County, instead of driving alone. The program will provide one $511 reward per week to a randomly selected eligible participant. Starting in January 2026, 511CC will distribute revised promotional outreach and advertising media across various channels throughout the remainder of the year, including direct promotional material provisions to cities, the County, transit agencies, and other stakeholders.
Various additional incentives will be offered on official Spare the Air days and in support of seasonal TDM incentives and promotions. Seasonal incentive programs will also include Winter Walk Challenge; Earth Day; Bike to Wherever/Work Days; Summer Bike Challenge; Pass2Class; and SchoolPool.
This project also includes funding to maintain the countywide 511 Contra Costa brand including the website, monthly newsletter, customer service, and social media accounts.
Countywide Vanpool Programs (26CC02)
The program provides countywide vanpool passenger and driver incentive to encourage ride sharing. This program will also offer assistance and coordination of vanpool ride-matching workshops for worksites to encourage vanpooling instead of driving alone.
Contra Costa County Guaranteed Ride Home (26CC03)
The Guaranteed Ride Home program reimburses all commuters and college students for emergency Uber, Lyft, and taxi rides home if a participant took transit, carpooled, vanpooled, biked, or walked on the day of the emergency. The program allows for up to six reimbursements per year (the 2 at 100% reimbursement, the following 4 at 75%).
Exhibit 1
5.11.a
Packet Pg. 317 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Subregional Programs
Walk n’ Roll (TRANSPAC) (26CC04)
CCTA will use TFCA funds for the TRANSPAC Walk N Roll School Trip Reduction Program to provide schools with a proven and trackable method for reducing drive-alone school trips.
Using the Active4Me app platform, students will receive barcode tags that attach to backpacks. On scheduled program days, such as weekly Walk & Roll Wednesdays, school volunteers will use the Active4Me app to scan students who arrive on campus by biking, walking, and carpooling. Participating students will earn small reward incentive “charms” that can be placed on their backpack scan tags. Parents can sign up to receive text notifications when their student is scanned in at school. The program will be marketed to all public elementary schools in the following cities: Martinez, Concord Clayton, Pleasant Hill, Walnut Creek, and unincorporated areas of the TRANSPAC region. Outreach materials, Active4Me subscription costs, participation incentives, scan tags, key chains, volunteer training, and volunteer incentives will be provided to participating schools. The project aims to enroll at least 16 schools during the program period.
East County Tri MyRide Service Expansion (26CC05)
Tri Delta Transit will use TFCA funding to increase service levels for the Oakley/Antioch zone of Tri MyRide service. The service expansion will increase the number of all-day vehicles in Walk n’ Roll (TRANSPLAN) (26CC06)
CCTA will use TFCA funds for the TRANSPAC Walk N Roll School Trip Reduction Program to provide schools with a proven and trackable method for reducing drive-alone school trips.
Using the Active4Me app platform, students will receive barcode tags that attach to backpacks. On scheduled program days, such as weekly Walk & Roll Wednesdays, school volunteers will use the Active4Me app to scan students who arrive on campus by biking, walking, and carpooling. Participating students will earn small reward incentive “charms” that can be placed on their backpack scan tags. Parents can sign up to receive text notifications when their student is scanned in at school. The program will be marketed to all public elementary schools in the following cities: Antioch, Pittsburg, Brentwood, Oakley, and unincorporated areas of the TRANSPLAN region. Outreach materials, Active4Me subscription costs, participation incentives, scan tags, key chains, volunteer training, and volunteer incentives will be provided to participating schools. The project aims to enroll at least 3 schools during the program period.
5.11.a
Packet Pg. 318 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Lamorinda School Bus Trip Reduction (26CC07)
The Lamorinda School Bus Program provides home-to-school transportation, servicing buses covering 32 routes.
TRAFFIX School Bus Trip Reduction (26CC08)
TRAFFIX provides transportation services to students at selected school sites throughout the This area is comprised of the City of San Ramon,
the Town of Danville, and a portion of the unincorporated area of County of Contra Costa that includes the communities of Alamo, Blackhawk, unincorporated Danville, and Diablo.
West County Transit Incentives (26CCO9)
WCCTAC will provide a comprehensive incentive program to encourage the use of transit and other alternative commute modes in West Contra Costa County. Programs will include Secure Your Cycle, providing commuters with $20 BikeLink incentives to store their bicycle at Bay Area bike lockers; Try Transit, which issues prepaid Clipper cards to residents that commit to using transit; Take 10 offers 10 free bus rides on SolTrans, AC Transit, and WestCAT routes that service West County; ferry promotions, including 10 free ferry commute trips via the Anchor app; as well as potential carpool incentive program.
5.11.a
Packet Pg. 319 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Attachment - FY2025-26 TFCA Project Budget Worksheet
TFCA County Total Funds Availalble for Projects 1,891,105 $ Countywide Projects - Serving All Residents
Project Project # Sponsor Initial Request Final
511CC Countywide Brand + Countywide TDM Commute & School Incentives + Seasonal Programs 26CC01 CCTA $ 773,237 792,453 $ Countywide Vanpool Program 26CC02 City of San Ramon $ 229,878 229,878 $ Guaranteed Ride Home 26CC03 WCCTC $ 60,000 60,000 $
Countywide Project Total $ 1,063,115 1,082,331 $
Funds Remaining for Subregional Projects 808,774 $ 827,990 $ Available by Subregion Jobs/Housing Formula
Central County 30.70% 248,294 $ 248,294 $
East County 26.60% 215,134 $ 215,134 $
Southwest 20.50% 165,799 $ 185,015 $
West County 22.20% 179,548 $ 179,548 $
Central County Available Funds 248,294 $ 248,294 $
Project Project # Sponsor Initial Request Final
Walk & Roll (TRANSPAC) 26CC04 CCTA $ 248,294 286,840 $
Central County Project Total $ 248,294 286,840 $
East County Available Funds 215,134 $ 215,134 $
Project Project # Sponsor Initial Request Final
Tri MyRide Service Expansion 26CC05 ECCTA $ 153,854 340,000 $ Walk & Roll (TRANSPLAN) 26CC06 CCTA $ 61,280 101,280 $
East County Project Total $ 215,134 441,280 $
Southwest County Available Funds 165,799 $ 185,015 $
Project Project # Sponsor Initial Request Final
Lamorinda School Bus Trip Reduction 26CC07 City of Lafayette $ 104,142 104,000 $ Traffix School Bus Trip Reduction 26CC08 City of San Ramon $ 80,873 80,763 $ Southwest County Project Total $ 185,015 184,763 $
West County Available Funds 179,548 $ 179,548 $
Project Project # Sponsor Initial Request Final
West County Commuter Incentive Program 26CC09 WCCTC $ 179,548 221,817 $ West County Project Total $ 179,548 221,817 $
$ 1,891,105 2,217,031 $
Benefits Distributed to Subregions
Subregion From Countywide Projects Subregional Total
Central County 30.39% $ 326,376 $ 248,294 $ 574,670
East County 26.33% $ 282,789 $ 215,134 $ 497,922
Southwest 21.31% $ 217,939 $ 185,015 $ 402,953
West County 21.97% $ 236,012 $ 179,548 $ 415,559
County Total $ 1,891,105
5.11.a
Packet Pg. 320 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Fiscal Year (FY) 2025-26 Transportation Fund for Clean Air (TFCA) Contra Costa TFCA 40% Fund Projects October , 2025 CCTA Meeting 1 5.11.a Packet Pg. 321
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) 2 TFCA 40% Fund Overview FY25-26 Call for Projects Evaluation Process Project Recommendations Content Funding Allocations RTPC Reviews & Approvals Resolution 25-31-G Youth Transit Programs 5.11.a Packet Pg. 322
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) The Authority Board approved the Contra Costa TFCA 40% Fund Policy on May 16, 2024 3 Policy adopted in spring 2024 FY25-26 funds available for projects is $1,891,105* *after deduction of 6.25% administrative costs TFCA funds are allocated annually by TFCA 40% Fund Bay Area Air District Overview The Call for Projects was released on May 29, 2025. Eligible sponsors were provided three (3) weeks to respond with applications FY25-26 is the second TFCA 40% Fund Call for Projects cycle The total requested funds exceeded the available county TFCA 40% Fund allocation by $325,926 (17% oversubscribed) 9 project proposals received by deadline with cumulative funding request for $2,217,031 5.11.a Packet Pg. 323
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Total project proposals: 9 Three (3) countywide Six (6) subregional Total funds requested: $2,217,031 Total funds available: $1,891,105 4 Application Statistics Projects evaluated with certain metrics: Submitted by eligible sponsor Consistent with state law in category and vehicle emission reduction Consistent with Air District policies Cost-Effectiveness (C- E) ratio below the maximum threshold for project type CCTA Staff Review CCTA staff provided initial feedback and assessments to applicants with opportunity to adjust project parameters. In summer 2025, CCTA and RTPC staff facilitated multiple meetings to refine scopes and funding allocations. Feedback & Collaboration FY25-26 Call for Projects Evaluation Process 5.11.a Packet Pg. 324
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Funding Allocations 5 Each of the four subregions in Contra Costa are initially allocated TFCA funds based on Census-based jobs/housing formula. For FY26, the RTPCs have collaborated to adjust the initial formulas to account for latent COVID-era rollover funds to SWAT (Southwest). TFCA Policy Subregion Initial Formula % Countywide Project Benefit Subregional Project Benefit Total Benefit Benefit Formula % Central 30.70% $ 326,376 $ 248,294 $ 574,670 30.40% East 26.60% $ 282,789 $ 215,134 $ 497,922 26.30% Southwest 20.50% $ 217,939 $ 185,015 $ 402,953 21.30% West 22.20% $ 236,012 $ 179,548 $ 415,559 22.00% Subtotal $ 1,891,105 5.11.a Packet Pg. 325
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) 6 Project Recommendations Countywide/Subregional Name Sponsor Allocation Countywide 511CC Countywide Brand + Countywide TDM Commute & School Incentives + Seasonal Programs CCTA $ 773,237 Countywide Countywide Vanpool Program SWAT $ 229,878 Countywide Guaranteed Ride Home WCCTAC $ 60,000 Subregional CCTA $ 248,294 Subregional Tri MyRide Service Expansion ECCTA $ 153,854 Subregional CCTA $ 61,280 Subregional Lamorinda School Bus Trip Reduction City of Lafayette $ 104,142 Subregional Traffix School Bus Trip Reduction City of San Ramon $ 80,873 Subregional West County Commuter Incentive Program WCCTAC $ 179,548 Subtotal $ 1,891,1055.11.a Packet Pg. 326
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) 511CC Countywide Brand + Countywide TDM Commute & School Incentives + Seasonal Programs Breakdown 7Project Element Cost 511 Contra Costa Brand Website hosting & management, social media hosting & management, monthly e-newsletter, phone & email systems, Bike Mapper, surveying $ 228,205 Year-round TDM Incentive Big Win on Transit: Weekly & Spare the Air Incentive $ 163,066 Seasonal TDM Incentives and Promotional Campaigns Pass2Class, Summer Bike Challenge, Winter Walk Challenge, SchoolPool Carpool, Bike to Work Day, National and regional TDM campaigns $ 381,966 Total $ 773,237 5.11.a Packet Pg. 327
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Youth Transit Programs 8 TFCA policy dictates specific C-E thresholds i.e., maximums for certain project types. Notwithstanding compliance with State law and Air District emissions regulations, the C-E threshold is the primary determining factor for TFCA funding eligibility. Impact of TFCA Cost-Effectiveness (C-E) Thresholds Youth Transit Program Operational Years Project Type/Category C-E Threshold/TFCA Eligible? Pass2Class 2022 - 2025 Trip Reduction/ Ridesharing Yes Summer Youth Program (SYP) 2022 - 2024 Trip Reduction/ Ridesharing No Youth Ride Free (YRF) 2025 Trip Reduction/ Ridesharing No 5.11.a Packet Pg. 328
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Approval pending October 6, 2025 meeting 9 Southwest Area Transportation Committee (SWAT) Approved September 26, 2025 West Contra Costa Transportation Commission (WCCTAC) Approval pending rescheduled October 2025 meeting Eastern Contra Costa Regional Planning Committee (TRANSPLAN) RTPC Reviews & Approvals Approved September 11, 2025 Transportation Partnership & Cooperation (TRANSPAC) 5.11.a Packet Pg. 329
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Resolution 25-31-G Staff seeks approval of Resolution 25-31-G, which approves the FY2025-26 Contra Costa TFCA 40% Fund projects that comply with the Bay Area Air District Board-approved policies and authorizes the Executive Director to execute cooperative agreements with the fund recipients. 10 5.11.a Packet Pg. 330
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) 11 Danielle Elkins Deputy Executive Director Planning, Programs, & Policy Thank you. Questions? 5.11.a Packet Pg. 331
Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Planning Committee STAFF REPORT
Meeting Date: October 02, 2025
Subject Approval of Fiscal Year (FY) 2025-26 Transportation Fund for Clean Air (TFCA) Projects that Comply with the Bay Area Air Policies
Summary of Issues On July 16, 2025, the Authority Board approved Funding Agreement No. 26-CC with the Air District. The TFCA 40% Fund Policy (Policy) was approved in May 2024 by the Authority Board. Staff issued a Call for Projects on May 29, 2025, and received a total of nine (9) eligible project proposals. It is the responsibility of the Authority to make a determination that the proposed projects funded through Agreement No. 26-CC meeting the Cost-Effectiveness (C-E) criteria. Staff has determined that each project is in compliance. Approval of Resolution 25-31-G will fulfill the Air District’s requirement that the Authority review and approve the C-E of each
proposed project.
Recommendations Staff seeks approval of Resolution 25-31-G, which approves the FY 2025-26 Contra Costa County TFCA 40% Fund projects that comply with the Air District Board-approved policies and authorizes the Executive Director or designee to execute cooperative agreements with the fund recipients.
Staff Contact Danielle Elkins
Financial Implications Funding to support these projects is provided by the Air District and is included in the Authority’s approved FY 2025-26 budget.
5.11.a
Packet Pg. 332 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Planning Committee STAFF REPORT
October 02, 2025
Options The Authority Board may choose to allocate funds to different projects. The Authority is required to allocate all new TFCA funds within six (6) months of the Air District’s Board of Directors’ approval of the Expenditure Plan on May 7, 2025, or Contra Costa County (County) TFCA 40% funds could be at risk of being reallocated to another county.
Attachments (See PC Packet
dated 10/2/25 for
Attachments A-C;
Attachment D is New)
A. Resolution 25-31-G
B. TFCA FY 2025-26 Project Summary
C. FY 2025-26 TFCA Project Budget Worksheet
D. Presentation – New (PC Meeting Handout)
Changes from Committee None
Background
Assembly Bill (AB) 434 (Chapter 807, Statutes of 1991), as amended by AB 414 (Chapter 950, Statutes of 1995) provides for the imposition of an additional vehicle registration fee to be used to reduce air pollution from motor vehicles and for related planning, monitoring, enforcement, and technical studies. The Air District allocates the revenue to fund eligible projects and programs. The law requires that 40% of the fee revenues, referred to as the TFCA 40% Funds, be allocated for projects and programs within each Bay Area county. The Authority is the designated Administering Agency for the county, assuming these responsibilities:
Administer funding in accordance with applicable legislation, including Health and Safety Code (HSC), Sections 44233, 44241, and 44242, and with the Air District Hold one or more public meetings each year to:
Adopt criteria for the expenditure of the funds if those criteria have been modified in any way from the previous year (criteria must include the Air
5.11.a
Packet Pg. 333 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Planning Committee STAFF REPORT
October 02, 2025
Review the expenditure of revenues received.
Prepare and submit Expenditure Plan Applications, Project Information Forms, C-E Worksheets, Funding Status Reports, Interim Project Reports, and Final Reports to the Air District.
policies and/or that have received the Air District Board of Directors’ approval for award.
Limit administrative costs in handling of TFCA funds to no more than 6.25 percent of the actual funds received, or funds allocated in the funding agreement, whichever method the administering agency has historically administered.
The FY 2025-26 TFCA Expenditure Plan submitted to the Air District shows that the total TFCA 40% Fund is $1,988,906, of which $97,801 is for administrative costs, and $1,891,105 is for allocation to projects.
To further advance the use of TFCA 40% funds to meet the Transportation Demand Management (TDM) 2.0 goals, the Authority Board approved the TFCA Policy on May 15, 2024. Under the TFCA Policy, staff released a Call for Projects on May 29, 2025, opening the allocation of the County’s TFCA 40% Fund to Regional Transportation Planning Committees (RTPC), cities/towns, the County, public transit agencies, and the Authority as eligible project sponsors.
Project Evaluation
The Authority received a total of nine (9) eligible proposals in response to the Call for Projects: three (3) countywide proposals and six (6) sub-regional proposals. To determine eligibility, Authority staff evaluated the projects submitted for compliance with the following requirements:
Consistency with State Law: The projects shall be consistent with one of the eligible project categories listed in HSC, Section 44241.
5.11.a
Packet Pg. 334 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Planning Committee STAFF REPORT
October 02, 2025
Reduction of Emissions from Motor Vehicles: Pursuant to HSC, Section 44220(b), the projects shall reduce emissions from motor vehicles.
Consistency with the Air District’s Adopted Policies: The projects shall be consistent with policies adopted by the Air District’s Board of Directors.
All submitted projects were determined to meet the above requirements. Pursuant to policies adopted by the Air District’s Board of Directors, all projects must achieve a TFCA C-E that is below the threshold in the respective project category established by the Air District, i.e., $150,000 per ton of emissions for trip reduction projects. Project sponsors calculated the C-E ratio for all proposed projects using the approved Air District templates. Authority staff reviewed the calculations and determined that all submitted projects have C-E ratios below the maximum thresholds.
Projects were also evaluated for their adherence to the Authority’s TFCA Policy goals of Vehicle Miles Traveled (VMT) and air pollution reduction, emphasis on measurable and verified VMT reduction, and benefits to Equity Priority Communities.
In accordance with the TFCA Policy, the selected countywide projects’ costs are to be deducted from the County total, and the remainder be allocated to each of the County’s four subregions using the existing jobs and housing formula. Although, for this funding cycle, in collaboration with the RTPCs, the respective formulas are adjusted slightly (less than 1% per subregion) to account for reprogramming of the Southwest Area Transportation Committee (SWAT) TFCA funds (as previously reported for the FY 2025-26 TFCA Expenditure Plan approved at the February 19, 2025 Authority Board meeting). Details are provided in Attachment C to this report.
The total of requested project funds exceeded the available fund allocation by $325,926.
Staff worked collaboratively with all project sponsors and RTPC staff to assess project scopes and budgets, holding two large group meetings and multiple individual meetings. Some of the project sponsors volunteered to reduce their funding requests to make it possible for all subregional projects to be either fully or partially funded. After the robust collaboration process, project sponsors reduced the funds requested for five (5) of the nine (9) projects to allow for the adoption of all countywide and sub-regional projects submitted for consideration.
5.11.a
Packet Pg. 335 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Planning Committee STAFF REPORT
October 02, 2025
The RTPCs reviewed all proposed projects, making recommendations for countywide projects and approval of sub-regional projects. The RTPC Boards approved the final proposed TFCA 40% fund projects as follows:
Central County Transportation Partnership and Cooperation (TRANSPAC): Approved by the TRANSPAC Board on September 11, 2025
East County Transportation Planning Committee (TRANSPLAN): Scheduled for approval by the TRANSPLAN Board on October 169, 2025
SWAT: Scheduled for approval by the SWAT Board on October 6, 2025 West Contra Costa Transportation Advisory Committee (WCCTAC): Approved by the WCCTAC Board on September 26, 2025
Proposed Project List
FY 2025-26 is the second cycle under the Authority’s TFCA Policy. The project evaluation process was lengthy and comprehensive. The projects and programs under final consideration represent a robust and diverse set of options that will benefit residents across the County. Many of the existing TDM projects and programs will be continued in the same or similar format. Attachment B summarizes the proposed scope-of-work for each of these recommended projects and programs.
One of the Fund Allocation Principles in the TFCA Policy states that each of the four subregions should receive a proportional TFCA benefit based on the jobs-housing formula.
The project TFCA amounts and benefit calculations are included in Attachment C and show, as noted above, a slight adjustment (less than 1%) to subregional benefits compared to prior year TFCA cycles.
Summary information for all the proposed projects in the FY 2025-26 County TFCA 40% Fund Expenditure Plan is provided in Exhibit 1 to Resolution 25-31-G, which lists the project sponsor, project description, TFCA funds requested, and TFCA C-E. In aggregate, the FY 2025- 26 projects are estimated to reduce trips by 6,664,723 and VMT by 68,114,524. More detailed project information is provided in Attachment B.
5.11.a
Packet Pg. 336 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Planning Committee STAFF REPORT
October 02, 2025
Staff seeks approval of Resolution 25-31-G, which approves the FY 2025-26 County TFCA 40% Fund projects that comply with the Air District Board-approved policies and authorizes the Executive Director or designee to execute cooperative agreements with the fund recipients.
5.11.a
Packet Pg. 337 Attachment: A - TFCA Cooperative Agreement No. 26CC02 (2026-029 : TFCA Vanpool Coop Agreement) Regional Vanpool Program – TFCA - BUDGET SW Emissions Trip Reduction (TFCA) - 5C
EXPENSES 26CC02 Programs & Projects
Personnel $139,378
Total Personnel $139,378
Vanpool Program Expenses
Countywide Vanpool- Incentives $80,000
Other Support Programs
Survey Incentives $5,000
Commuter Fairs/Events $500
Total TDM Expenses and Incentives $85,500
Travel & Training
TDM Administrative (mileage & training) $2,000
Program-related (dues, memberships) $2,000
Total Travel/Training $4,000
Office Expenses & Supplies
Postage $1,000
Office Supplies $0
Total Office Expenses & Supplies $1,000
Total Program Expenditures: $229,878
5.11.b
Packet Pg. 338 Attachment: B - FY 2025-26 Regional Vanpool Program Budget – TFCA (2026-029 : TFCA Vanpool Coop Agreement)
CITY COUNCIL STAFF REPORT
DATE: February 10, 2026
TO: City Council/City Manager
FROM: Brian Bornstein, Public Works Director
By: Chris Weeks, Transportation Division Manager
SUBJECT: RESOLUTION NO. 2026-030 - Authorizing the City Manager to Execute Cooperative Agreement No. 26CC07 Between the Contra Costa Transportation Authority (CCTA) and the City of San Ramon to Receive Transportation Fund for Clean Air Program (TFCA) Funds to Implement the City of San Ramon and Southwest Area Transportation (SWAT) Subregional TRAFFIX School Bus Program
EXECUTIVE SUMMARY
SWAT applied for TFCA funds in 2025 to supplement the Measure J funds provided to the TRAFFIX Joint Powers Authority for School Year 25/26 and was awarded $80,873. This Agreement is the reimbursement protocol for San Ramon, as SWAT Administrator, to request reimbursement from CCTA, the administrator of TFCA funds in Contra Costa County, for eligible TRAFFIX expenses.
RECOMMENDED ACTION
Staff recommends that the City Council approve this Resolution authorizing the City Manager to execute Cooperative Agreement No. 26CC07 between the Contra Costa Transportation Authority (CCTA) and the City of San Ramon to receive Transportation Fund for Clean Air Program (TFCA) funds to implement the City of San Ramon and Southwest Area Transportation’s (SWAT) Subregional TRAFFIX School Bus component of the Transportation Demand Management (TDM) Programs.
BACKGROUND
The passage of Measure J in November 2004 authorized a 25-year extension of the existing Countywide half-cent Sales Tax Measure for Congestion Relief. The “Safe Transportation for Children” Program category in Measure J provides approximately $40M for the development and operation of a School Bus Program, or other projects that would reduce school-related congestion in the San Ramon Valley.
The City of San Ramon, on behalf of the other public agencies in the SWAT Region (Danville, Lafayette, Moraga, Orinda, and unincorporated Contra Costa County), administers the TDM Programs. At the regional level, through the Regional Transportation Planning Committees
5.12 Packet Pg. 339
(RTPCs), the three regional TDM Program Managers are responsible for administering Countywide Programs, as well as local projects and programs.
The three regional program managers are West Contra Costa Transportation Commission (WCTAC), TRANSPLAN/TRANSPAC (both managed by Advanced Mobility Group (AMG)) & SWAT (Administered by the City of San Ramon). The Programs are a Countywide effort to reduce traffic congestion and air quality.
The SWAT TDM Program is structured so that the City of San Ramon’s Transportation staff provides all TDM Program management for SWAT with 100% reimbursement for Incentive Programs and partial reimbursement for administrative staff time. The funding is derived from both TFCA and Measure J Program 17 Funds. These Programs combined provide SWAT with funding for a comprehensive, cost-effective, and efficient TDM Program, known as 511 Contra Costa, which benefits employers, municipalities, school sites, colleges, commuters and local communities.
One of the programs identified in Measure J is for Safe Transportation for Children - School Bus Program in Southwest County, known as TRAFFIX, which is an independent Joint Powers Authority (JPA) known as the Measure J Traffic Congestion Relief Agency and is funded by the Contra Costa County Measure J half-cent transportation sales tax approved by voters in 2004.
In 2008, the governance structure for TRAFFIX was created with the intention that a Joint Powers Authority (JPA) would provide Program management and oversight of contract services.
To achieve this, the JPA intended to contract for all Program services, including the day-to-day program management and oversight of contract services to an independent contractor. Today, the TRAFFIX JPA administration is managed by City of San Ramon staff. All costs for this staff member are 100% reimbursed by the TRAFFIX JPA. The JPA creates a mechanism to enter into contracts. The funds for the Program became available July 1, 2009.
TRAFFIX first began bus operations in 2009 and currently operates a 26-bus student transportation service at three high schools, two middle schools, and six elementary schools within the San Ramon Valley Unified School District (SRVUSD). SRVUSD is comprised of the City of San Ramon, Town of Danville, and the unincorporated communities of Alamo, Blackhawk, and Diablo in Contra Costa County.
The TRAFFIX Board of Directors consists of seven representatives. Day-to-day Program administration is provided by City of San Ramon staff, with oversight by the Transportation Division Manager, a Technical Advisory Group (TAG), and a Citizen Advisory Committee.
TRAFFIX reduces traffic congestion by providing school bus service in the vicinity of 11 schools and monitors traffic delay at 65 identified intersections within school study areas to assist in prioritizing student bus transportation with the goal of reducing traffic congestion at these intersections.
TRAFFIX serves the following eleven (11) schools:
5.12 Packet Pg. 340
1. California High School
2. Country Club Elementary School
3. Coyote Creek Elementary School
4. Green Valley Elementary School
5. Los Cerros Middle School
6. Monte Vista High School
7. Neil Armstrong Elementary School
8. Pine Valley Elementary School
9. San Ramon Valley High School
10. Vista Grande Elementary School
11. Walt Disney Elementary School
The following seven (7) schools have been identified as candidates for possible future service based on intersection Level of Service (LOS) analysis:
1. Dougherty Valley High School
2. Gale Ranch Middle School
3. Golden View Elementary School
4. Iron Horse Middle School
5. Rancho Romero Elementary School
6. Sycamore Valley Elementary School
7. Windemere Ranch Middle School
In the past, one unified Cooperative Agreement was required every fiscal year between the City of San Ramon and CCTA to implement the SWAT TDM Programs including TFCA funding for the Measure J Traffic Congestion Relief Agency (TRAFFIX). The Agreement explained how both TFCA and Measure J Commute Alternative funds allocated to SWAT would be spent, how the City is reimbursed, and what are eligible expenditures.
In 2024, CCTA executed a Master Cooperative Agreement covering the distribution of just Measure J funds (No. 43.00.120) outlining dispersal protocol not only for this year but for the duration of Measure J. This Agreement was approved by the City Council on September 24, 2024, with Resolution No. 2024-097. Measure J is anticipated to run out of funds in 2035; however, the Agreement is not for specific dates but will remain in effect until funds run out.
Since 2024, TFCA funding has been awarded annually in a competitive grant process. In 2024 and now, again in 2025 two TFCA applications from SWAT were awarded funding:
• This Agreement, the TRAFFIX School Bus Program, (No.26CC07) is for SWAT TDM TFCA funding, focused on School Year 25/26 (August 2025 - June 2026) and will fund a small portion of the Subregional TRAFFIX School Bus operations component of the SWAT TDM Program in the amount of $80,873.
• The Regional Vanpool Program. A second Cooperative Agreement (No. 26CC02) provides one year of TFCA funding covering the Regional Vanpool component of SWAT’s TDM Program in the amount of $229,878.
5.12 Packet Pg. 341
DISCUSSION
Approval of TFCA Agreements and Resolutions will continue to be an annual action required by the City Council. CCTA is the Program Manager for the Bay Area Air Quality Management District (BAAQMD) TFCA Program in Contra Costa County. As the Contra Costa County Congestion Management Agency, CCTA is also responsible for the allocation of Measure J Funds to eligible jurisdictions. All cities/towns within Contra Costa County are required to adopt a Transportation Demand Management Ordinance as a condition of receiving Measure J Return to Source funds from the half-cent sales tax imposed by Measure J. Each city/town as well as unincorporated Contra Costa County, is required to develop and implement measures to reduce traffic congestion by promoting commute alternatives such as carpooling, vanpooling, public transit, biking, walking, and telecommuting, to receive Return to Source funding. The TFCA revenues are collected from a $4 surcharge fee on vehicles registered in the Bay Area, generating approximately $22 million each year, to fund cost-effective projects that reduce on-road motor vehicle emissions within the BAAQMD’s jurisdiction. Sixty percent (60%) of TFCA funds are awarded by BAAQMD to eligible projects and programs through a program referred to as the TFCA Regional Fund. The remaining forty percent (40%) of these revenues are distributed to the designated TFCA 40 Percent Fund in each of the nine counties within the Air District’s jurisdiction for similar emissions reduction projects.
The TFCA 40 Percent Fund Cooperative Agreement between the City of San Ramon and CCTA is to implement the TRAFFIX School Bus Program in the SWAT subregion of the County to reduce air pollution from motor vehicles and/or relieve traffic congestion by using TFCA funds combined with Measure J Commute Alternative funds. The City will invoice CCTA bi-monthly, along with providing supporting documentation to reimburse the City for qualified TRAFFIX Program expenditures. In addition, the City is responsible for submitting reports for each TDM Program agreement in the format and detail as required by CCTA. Measure J funding does not expire; however, TFCA funding does.
This TFCA 40 Percent Fund Cooperative Agreement is for one school year of TRAFFIX Program support providing a grant award of $80,873 for bus service. For the 25/26 School Year, approximately 1,400 bus passes have been sold.
FISCAL ANALYSIS
Adoption of this Resolution will have no direct fiscal impact on the City of San Ramon. TFCA 40 Percent Funds are designated for allocation to the TRAFFIX Program operations.
STEPS FOLLOWING APPROVAL
Upon approval, staff will forward the signed Cooperative Agreement (No. 26CC07) to the Contra Costa Transportation Authority.
ATTACHMENT(S)
A - TFCA Cooperative Agreement 26CC07
5.12 Packet Pg. 342
5.12 Packet Pg. 343
RESOLUTION NO. 2026-030
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAMON
AUTHORIZING THE CITY MANAGER TO EXECUTE COOPERATIVE
AGREEMENT NO. 26CC07 BETWEEN THE CONTRA COSTA TRANSPORTATION
AUTHORITY (CCTA) AND THE CITY OF SAN RAMON TO RECEIVE
TRANSPORTATION FUND FOR CLEAN AIR PROGRAM (TFCA) FUNDS TO
IMPLEMENT THE CITY OF SAN RAMON AND SOUTHWEST AREA
TRANSPORTATION (SWAT) SUBREGIONAL TRAFFIX SCHOOL BUS PROGRAM WHEREAS, the City of San Ramon was required to adopt a Transportation Demand Management (TDM) Ordinance as a condition of receiving Measure J Return to Source Funds from the half-cent sales tax imposed by Measure J and implement programs that reduce traffic congestion by promoting commute alternatives such as carpooling, vanpooling, transit, biking, walking, etc.; and
WHEREAS, the City of San Ramon adopted a TDM Ordinance in June 1998; and WHEREAS, the City of San Ramon's TDM Ordinance goals are to reduce traffic congestion and improve air quality; and
WHEREAS, the City of San Ramon, in concert with SWAT jurisdictions, works with the 511 Contra Costa TDM Program and the Contra Costa Transportation Authority (CCTA) to implement cost-effective TDM Programs and Projects for local communities, businesses, and school districts; and
WHEREAS, SWAT works with the City of San Ramon to administer 511 Contra Costa TDM Programs including regional and sub regional programs including funding for the TRAFFIX Joint Powers Authority; and
WHEREAS, CCTA requires an annual Cooperative Agreement to disperse TFCA grant funds for each TFCA grant awarded to sponsors; and
WHEREAS, this Agreement will fund a small portion of the Subregional TRAFFIX School Bus operation of the SWAT TDM Program; and
WHEREAS, this Resolution authorizes the City Manager to execute Cooperative Agreement No. 26CC07 between CCTA and the City of San Ramon; and WHEREAS, the City of San Ramon is required to submit invoices for reimbursement, along with supporting documentation to CCTA; and
WHEREAS, the City of San Ramon is required to submit reports for the TRAFFIX Program in the format and detail as required by CCTA; and
5.12 Packet Pg. 344
WHEREAS, any qualified expenditures approved under the Agreement shall be eligible for reimbursement from TFCA Funds when incurred on or after the execution of the Cooperative Agreement.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San Ramon does hereby approve this Resolution authorizing the City Manager to execute Cooperative Agreement No. 26CC07 between CCTA and the City of San Ramon to receive TFCA Funds to implement the City of San Ramon and SWAT Subregional TRAFFIX School Bus Program.
PASSED, APPROVED, AND ADOPTED, at the meeting of February 10, 2026 by the following votes:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________
Mark Armstrong, Mayor
ATTEST:
Joan Snashall, City Clerk
5.12 Packet Pg. 345
FISCAL YEAR 2025-26
TFCA COOPERATIVE AGREEMENT NO. 26CC07
BETWEEN
THE CONTRA COSTA TRANSPORTATION AUTHORITY
AND
CITY OF SAN RAMON
THIS TFCA COOPERATIVE AGREEMENT NO. 26CC07 (AGREEMENT) is made and entered into as of this 16 day of October, 2025 by and between the CITY OF SAN RAMON (SPONSOR), and the CONTRA COSTA TRANSPORTATION AUTHORITY (AUTHORITY). SPONSOR and AUTHORITY are sometimes individually referred to as “Party” and collectively as “Parties” in this AGREEMENT.
RECITALS
A. SPONSOR desires to implement one or more projects as described and attached to this AGREEMENT as EXHIBIT A, to reduce air pollution from motor vehicles and/or relieve traffic congestion, hereinafter referred to as “PROJECT,” which is eligible for funding pursuant to:
The Transportation Fund for Clean Air Program (TFCA), funded by the Bay Area Air Quality Management District (DISTRICT), pursuant to Health and Safety Code Section 44220 et seq.
B. AUTHORITY has been designated by resolution adopted by Contra Costa County and a majority of the incorporated cities within Contra Costa County having a majority of the population within the incorporated portion of Contra Costa County as Administrating Agency (formerly knowns as Program Manager) for TFCA projects within Contra Costa County. In accordance with Funding Agreement No. 26-CC (FUNDING AGREEMENT) between DISTRICT and AUTHORITY, AUTHORITY has agreed to act as Administering Agency for TFCA funds to be expended on projects within Contra Costa County. A copy of the FUNDING AGREEMENT between DISTRICT and AUTHORITY is attached to this AGREEMENT as EXHIBIT B and incorporated by this reference.
C. Pursuant to DISTRICT TFCA policy, previously unused funding by SPONSOR may be reassigned to this AGREEMENT pursuant to SECTION III, Paragraph 13 (TOTAL COST) of this AGREEMENT.
D. AUTHORITY approved the Transportation Fund for Clean Air 40% Fund Policy (POLICY). A copy of the POLICY is attached to this AGREEMENT as EXHIBIT C and incorporated by this reference.
5.12.a
Packet Pg. 346 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
NOW, THEREFORE, in consideration of the foregoing, AUTHORITY and SPONSOR do hereby agree as follows:
SECTION I
SPONSOR AGREES:
1. Application of Funding.
For each PROJECT approved and funded by AUTHORITY, to apply a program grant received under this AGREEMENT to PROJECT in accordance with the terms and conditions specified in funding resolutions approved by AUTHORITY; and consistent with the information contained in the PROJECT Information Form, Cost-Effectiveness Worksheet and Budget in EXHIBIT A attached to this AGREEMENT and incorporated by this reference.
2. Invoices.
To provide invoices requesting reimbursement of eligible expenditures incurred in the form and detail as requested by AUTHORITY, along with supporting documentation as required by AUTHORITY, including an accompanying project progress report.
Invoices will be submitted, at minimum, on a quarterly basis. If no reportable, eligible expenditures occur during a given quarter, then SPONSOR shall inform the AUTHORITY accordingly in said accompanying progress report.
3. Audit.
To maintain complete, accurate and clearly identifiable records with respect to all costs and expenses incurred under this AGREEMENT. To allow AUTHORITY, DISTRICT or any independent auditor selected by either of these parties, to audit all expenditures relating to each PROJECT funded through this AGREEMENT. For the duration of each PROJECT, and for four (4) years following completion of PROJECT, or earlier discharge of this AGREEMENT, SPONSOR shall make available all records relating to expenses incurred in performance of this AGREEMENT.
4. Reporting.
To submit to AUTHORITY any quarterly, semi-annual and annual reports on each PROJECT in the format and detail as required by AUTHORITY and specified in the FUNDING AGREEMENT supporting PROJECT(s), as applicable.
5.12.a
Packet Pg. 347 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
5. Management.
To provide overall management of PROJECT(s) including responsibility for schedule, budget, and oversight of services performed by others and to be responsible for evaluation, selection, and management of consultants and contractors.
6. Copies.
To maintain sufficient records demonstrating SPONSOR’s compliance with the terms of this AGREEMENT for a period of 5 years from the effective date of this AGREEMENT and to allow AUTHORITY and its duly authorized representatives, agents and consultants access such records and be audited. SPONSOR shall ensure that audit working papers are made available to AUTHORITY or its designee upon request for a period of 3 years from the date the audit report is issued, unless extended in writing by AUTHORITY.
7. Signage.
If PROJECT involves construction or capital acquisition, to install a sign approved by AUTHORITY that identifies AUTHORITY and DISTRICT as a funding source, if applicable. If PROJECT involves the production of promotional materials, including but not limited to brochures, signage, displays, give-away items used in connection with promotional events, to include AUTHORITY’s logo and DISTRICT’s logo thereon in accordance with the FUNDING AGREEMENT.
8. Surplus Personal Property.
To the extent that surplus personal property has been purchased in whole or in part with TFCA funds, SPONSOR shall comply with the provisions of FUNDING AGREEMENT with respect to that pro rata portion of the surplus personal property.
9. TFCA Funding Requirements
SPONSOR shall comply with all relevant requirements of applicable law relating to the application and/or expenditure of those funds and to be bound by, and to include in any funding or other agreements, which it may enter into with recipients of TFCA funds, all relevant requirements of FUNDING AGREEMENT applicable to recipients of TFCA funds, including, without limitation, the requirements set forth in Section II, Paragraphs 7, 11, 12, 13, 15, 16, 17, 18, 19, 20 and 21 of FUNDING AGREEMENT.
10. Compliance with Local, State, and Federal Requirements If PROJECT requires SPONSOR to enter into a contract with a contractor and/or consultant, SPONSOR shall ensure that such contract complies with all applicable local, state and federal requirements, as applicable, and shall give all notices required
5.12.a
Packet Pg. 348 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
by law. Additionally, any contractor and/or consultant is responsible for ensuring that subcontractors, at as many tiers of PROJECT as required, perform in accordance with the terms, conditions and specifications of such contract, including local, state and/or federal requirements. Upon request of AUTHORITY and/or SPONSOR, any contractor and/or consultant shall provide evidence of the steps it has taken to ensure its compliance with the local, state and/or federal requirements, as well as evidence of the subcontractor’s compliance, at all tiers.
SECTION II
AUTHORITY AGREES:
1. Reimbursement
Consistent with the procedures specified in Section I, Paragraph 2 above, to reimburse SPONSOR for eligible expenses incurred in conducting PROJECT up to the amounts stated in SECTION III, Paragraph 13 of this AGREEMENT.
2. Notice of Audit
To provide timely notice if an audit is to be conducted.
3. Compliance with Requirements Applicable to Administrating Agency To comply with requirements of FUNDING AGREEMENT applicable to Administrating Agency.
SECTION III
IT IS MUTUALLY AGREED:
1. Term
The term of this Agreement is effective July 1, 2025, until either the PROJECT is completed or terminated in accordance with SECTION III, Paragraph 2 below, but no later than June 30, 2027, without written approval as described below.
Qualified expenditures for PROJECT approved under this AGREEMENT shall be eligible for reimbursement from TFCA funds when incurred on or after July 1, 2025.
TFCA funding expires June 30, 2027, hereinafter referred to as TERMINATION DATE. TERMINATION DATE may be extended only as provided for in FUNDING AGREEMENT and confirmed in writing by AUTHORITY. Any appropriated but
5.12.a
Packet Pg. 349 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
unexpended funds related to this AGREEMENT as of TERMINATION DATE shall revert to AUTHORITY and shall be available for other TFCA-eligible projects or shall be refunded to DISTRICT by AUTHORITY in accordance with FUNDING AGREEMENT. To the extent there are insufficient funds available to reimburse SPONSOR for the full amount of TFCA funds appropriated herein, a pro rata portion of available TFCA funds shall be distributed to SPONSOR.
Funds are expected to be expended by the TERMINATION DATE applicable to the expenditure of TFCA funds, as provided above.
This AGREEMENT will remain in effect until discharged or otherwise terminated as provided above or in SECTION III, Paragraph 2 below, except for the provisions relating to indemnity (SECTION III, Paragraph 4), which shall survive termination of this AGREEMENT.
2. Discharge
This AGREEMENT shall be subject to discharge as follows:
This AGREEMENT may be canceled by a Party for breach of any obligation, covenant, or condition hereof by the other Party, upon written notice to the breaching Party. With respect to any breach that is reasonably capable of being cured, the breaching Party shall have thirty (30) days from the date of the notice to initiate steps to cure. If the breaching Party diligently pursues cure, such Party shall be allowed a reasonable time to cure, not-to-exceed sixty (60) days from the date of the initial notice, unless a further extension is granted by the non-breaching Party.
By mutual consent of both parties, this AGREEMENT may be terminated in writing at any time.
3. Indemnity
It is understood and agreed that neither AUTHORITY, nor any officer, employee, agent or contractor thereof, shall be responsible for, and SPONSOR shall indemnify and hold AUTHORITY and its officers, employees, agents and contractors harmless from, any damage or liability occurring by reason of anything done or omitted to be done by SPONSOR, its officers, employees, consultants or contractors, under or in connection with the services, authority or jurisdiction of SPONSOR or delegated to SPONSOR under this AGREEMENT. Without limiting the generality of the foregoing, it is further specifically understood and agreed that, pursuant to California Government Code Section 895.4, SPONSOR shall fully indemnify and hold AUTHORITY and its officers, employees, agents and contractors harmless from any liability or damages imposed for injury as defined by California Government Code Section 810.8 occurring by reason of anything done or omitted to be done by SPONSOR, its officers,
5.12.a
Packet Pg. 350 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
employees, agents or contractors under this AGREEMENT or in connection with any services, authority or jurisdiction of SPONSOR or delegated to SPONSOR under this AGREEMENT.
In addition, SPONSOR shall indemnify and hold harmless DISTRICT, its employees, agents, representatives, and successors-in-interest against any and all liability, loss, expense, including reasonable attorneys’ fees, or claims for injury or damages arising out of its performance of a project or operation or use of the equipment that is subject to FUNDING AGREEMENT.
1. 4. Notices
Any notice which may be required under this AGREEMENT shall be in writing, effective when received, and given by personal service, certified or registered mail (return receipt requested), or courier service to the addresses set forth below, or to such addresses which may be specified in writing by the Parties hereto.
Notices to SPONSOR: Notices to AUTHORITY:
Chris Weeks
Division Manager
City of San Ramon
7000 Bollinger Canyon Road
San Ramon, CA 94583
[email protected]
Brian Kelleher
Chief Financial Officer
Contra Costa Transportation Authority
2999 Oak Road, Suite 100
Walnut Creek, CA 94597
[email protected]
With a copy to:
By executing this AGREEMENT, each of the Parties acknowledges and agrees that the persons identified above, or any other person designated by either Party to this AGREEMENT by notice to the other Party, is authorized to execute documents and to bind Party with respect to this AGREEMENT.
5. Additional Acts and Documents
Each Party agrees to do all such things, take all such actions and to make, execute, and deliver such other documents and instruments as shall be reasonably requested to carry out the provisions, intent, and purpose of this AGREEMENT.
5.12.a
Packet Pg. 351 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
6. Counterparts:
This AGREEMENT may be signed in counterparts, each of which shall constitute an original.
7. Amendment
SPONSOR may, at any time, request an amendment to the work scope and budget of any PROJECT funded under this AGREEMENT with TFCA funds by submitting a revised Sponsor Worksheet/Budget (EXHIBIT A), indicating the proposed amendment in redline/strikeout format, together with a signed transmittal letter indicating the reason for the proposed change and a revised cost effectiveness worksheet, if necessary as determined by AUTHORITY. Submittal of these documents shall be construed as SPONSOR’s consent to amend this AGREEMENT as specified. AUTHORITY will convey SPONSOR’s request, along with supporting documents to DISTRICT for approval, if required. Upon approval by DISTRICT, this AGREEMENT will be considered amended per SPONSOR’s request.
This AGREEMENT may otherwise be amended by written amendment executed by Parties and shall not be changed, modified, or rescinded except as provided herein. Any attempt at oral modification of this AGREEMENT shall be void and of no effect.
8. Independent Agency
SPONSOR renders its services under this AGREEMENT as an independent agency.
None of SPONSOR's agents or employees shall be agents or employees of AUTHORITY.
9. Assignment
This AGREEMENT may not be assigned, transferred, hypothecated, or pledged by any Party without the express written consent of the other Party.
10. Binding on Successors
This AGREEMENT shall be binding upon the successor(s), assignee(s), or transferee(s) of AUTHORITY or SPONSOR(s) as the case may be. This provision shall not be construed as an authorization to assign, transfer, hypothecate, or pledge this AGREEMENT other than as provided above.
11. Severability
Should any part of this AGREEMENT be determined to be unenforceable, invalid, or beyond the authority of either Party to enter into or carry out, such determination shall not affect the validity of the remainder of this AGREEMENT, which shall continue in
5.12.a
Packet Pg. 352 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
full force and effect, provided that the remainder of this AGREEMENT can, absent the excised portion, be reasonably interpreted to give effect to the intentions of the Parties.
12. Limitation
All obligations of AUTHORITY hereunder with respect to TFCA funds are expressly subject to and limited by the terms of FUNDING AGREEMENT and applicable provisions of State and Federal law, including, but not limited to, provisions related to AUTHORITY'S designation as Program Manager. In the event that AUTHORITY loses its designation as Program Manager or otherwise becomes ineligible to receive TFCA funds or if for any reason, such TFCA funds are no longer available to it, AUTHORITY's obligations hereunder shall be terminated without further obligation or liability to SPONSOR.
13. Total Cost
The total cost of this AGREEMENT shall not exceed $80,873 from Resolution 25- 31-G (rev 1) approved November 19, 2025 .
14. Attorney’s Fees
If either Party commences an action against the other Party, either legal, administrative or otherwise, arising out of or in connection with this AGREEMENT, the prevailing Party in such litigation shall be entitled to have and recover from the losing Party reasonable attorney’s fees and all other costs of such action.
15. Waiver
No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel or otherwise.
16. Integration
This AGREEMENT represents the entire of AGREEMENT of the Parties with respect to the subject matter hereof. No representations, warranties, inducements, or oral agreements have been made by any of the Parties except as expressly set forth herein or in other contemporaneous written agreements.
5.12.a
Packet Pg. 353 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
IN WITNESS WHEREOF, the Parties hereto have executed this AGREEMENT as of the date below written.
CONTRA COSTA TRANSPORTATION
AUTHORITY
“AUTHORITY”
CITY OF SAN RAMON
“SPONSOR”
By: By:
Aaron Meadows
Aaron Meadows Steven Spedowfski
Chair City Manager
By:___________________________________
Brian Bornstein
Director of Public Works
ATTEST:
ATTEST:
By: By:
Tarienne Grover
Clerk of the Board
Joan Snashall
City Clerk
APPROVED as to legal form: APPROVED as to legal form:
By: By:
Fennemore Wendel
Authority General Counsel
Martin Lysons
Legal Counsel
5.12.a
Packet Pg. 354 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
EXHIBIT A
Sponsor Work Program
(Project Information Form, Cost-Effectiveness Calculation and Project Budget)
5.12.a
Packet Pg. 355 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
EXHIBIT B
Funding Agreement (No. 26-CC)
between
The Bay Area Air Quality Management District
and
Contra Costa Transportation Authority
5.12.a
Packet Pg. 356 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
EXHIBIT C
Transportation Fund for Clean Air 40% Fund Policy
5.12.a
Packet Pg. 357 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 1 TFCA 40% Fund, FYE 2026: Project Information Form
Revised 10/20/25
A. Project Number: 26CC07
B. Project Sponsor: South West Area Transportation (SWAT) - City of San Ramon (Administrator) C. Project Title: TRAFFIX School Bus Program:
D. Project Category (project will be evaluated under this category): Ridesharing Projects - 27 Refer to pages 19-20 of Guidance.
Project Type Code: Project Type Code: 6a
Refer to pages 39-40 of Guidance.
E. Project Coverage Type
☐ Countywide OR
X Subregional (Choose all that apply)
☐ West County
☐ Central County
☐ East County
X Southwest County
F. Project Budget:
(See Attached 3_2025.26 Project Budget TRAFFIX)
TFCA 40% Funds Allocated: $80,873
TFCA Regional Funds Awarded (if applicable): $ 0
Total TFCA Funds Allocated (sum of 40% and Regional Funds): $80,873 $ Other / Matching Funds: $ 4,058,137
Source: Measure J $2,793,177 / Parent Contributions $900,000 / SWAT Measure J $80,000 /CCC CSA T1 $310,623 / Other Funds $445,623
Total Project Cost: $4,138,800
G. Performance Period: 07/01/2025 -06/30/2026
H. Project Schedule (required for infrastructure projects):
I. Project Description:
TRAFFIX provides transportation services to students at selected school sites throughout the San Ramon Valley Unified School District (SRVUSD). This area is comprised of the City of San Ramon, the Town of Danville, and a portion of the unincorporated area of County of
5.12.a
Packet Pg. 358 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 2 Contra Costa that includes the communities of Alamo, Blackhawk, unincorporated Danville, and Diablo. At its current level, the TRAFFIX program serves approximately 1,300 students who ride 24 buses along 39 bus routes, some of which are tiered between middle and elementary schools. The selection of TRAFFIX bus service area and schools is based primarily on traffic analyses that have identified intersections near SRVUSD schools with the highest level of congestion during peak morning and afternoon school pick-up and dropoff periods. The other criterion used in the route selection process was a survey of parents’ willingnessto participate in the TRAFFIX program.
Current School Descriptions
• Country Club Elementary School (CC) (San Ramon)
• Coyote Creek Elementary School (CK) (San Ramon)
• Green Valley Elementary School (GV) (Danville)
• Neil Armstrong Elementary School (NA) (San Ramon)
• Vista Grande Elementary School (VG) (Danville)
• Walt Disney Elementary School (WD) (San Ramon)
• Los Cerros Middle School (LC) (Danville)
• Pine Valley Middle School (PV) (San Ramon)
• California High School (CA) (San Ramon)
• Monte Vista High School (MV) (Danville)
• San Ramon Valley High School (SR) (Danville)
5.12.a
Packet Pg. 359 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 3 Current Route Descriptions
Bus Route
Number
TRAFFIX ROUTE
NUMBERS One-Way Mileage Round Trip Mileage
101 VG-1 and LC-1 * 9 18
102 VG-2 and LC-2 * 17 34
103 VG-3 and LC-3 * 17 34
104 GV-4 and LC-4 * 16 32
105 GV-5 and LC-5 * 16 32
106 GV-6 and LC-6 * 15 30
107 GV-7 and LC-7 * 14 28
108 GV-8 and LC-8 * 17 34
109 GV-9 and LC-9 * 17 34
110 MV-10 11 22
111 WD-11 and PV-11 * 11 22
112 CK-13 and PV-12 * 14 28
113 WD-12 and PV-13 * 18 36
114 CC-14 and PV-14 * 12 24
115 CC-15 and PV-15 * 13 26
116 NA-16 and PV-16 * 11 22
117 CA-17 10 20
118 MV-18 20 40
119 MV-19 21.5 43
119A MV-19A 21.5 43
120 MV-20 11 22
121 SR-21 16 32
125 MV-25 20 40
* TRAFFIX Routes that are tiered between Elementary Schools and Middle Schools. ** Local Mileage from I-680
J. Final Report Content: Final Report form and final Cost Effectiveness Worksheet X Trip Reduction
☐ Clean Air Vehicles
☐ Bicycle Projects
☐ Arterial Management Projects
☐ Repower and Retrofit
K. Attach a completed Pre- Project Cost‐Effectiveness Worksheet and any other information used to evaluate the proposed project. (Attached 2_TRAFFX Trip Reduction FYE 2026_Final) L. Confirm that the project is not required by regulation, contract, or policy: Not required
5.12.a
Packet Pg. 360 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 4 M. Comments(if any):
N. Benefits to Priority Areas
a) Please indicate if the project is located in an SB535 Disadvantaged Community, AB1550 Low‐ income Community, and/or AB617 process (Please use this CA Air Resources Board link to verify your project’s location).
AB1550 Low‐income Community (Please use the map to find your project’s location:
https://ww3.arb.ca.gov/cc/capandtrade/auctionproceeds/communityinvestments.htm) No
b) Estimate the percentage of funds spent in the Priority Areas and/or on the affected population within Priority Areas.
Disadvantaged percentage: 0%
5.12.a
Packet Pg. 361 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 5 Section 2. Project Category Specific Questions
O. If a ridesharing, first‐ and last‐mile connections service, pilot trip reduction, transit information, telecommuting or infrastructure improvement project, explain how the number of vehicle trips that will be reduced by the project was estimated, and provide supporting information and data to justify the estimate.
We calculated total ridership and total milage on all the TRAFFIX vehicles at beginning of last school year August 2023, and at end of school year June , 2024 to confirm milage reduced multiplied by how many passengers. These vehicles are used exclusively for TRAFFIX. See chart below and attached.
Ridership Count is based on how many annual tickets are sold. We sold 1300 tickets again last year. We multiplied the number of tickets sold times the number of trips they reduced by using the service.Three (3) miles is average of how far the school bus takes passengers from the bus stop to the proximal destination school. No bus stops are placed within the ½ mile walking and biking catchment around each school
P. If an alternative fuel vehicle project, provide the following information:
5.12.a
Packet Pg. 362 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 6 a. Vehicle type (e.g., plug‐in hybrid‐electric, fuel cell vehicles) b. Gross Vehicle Weight Rating
c. New vehicle or replacement project? A project is a replacement project if the existing vehicle is operational and will be scrapped for the sole purpose of the project. d. If this is a new vehicle project, explain how the anticipated usage (miles per year) for the vehicles were estimated.
Q. If a first‐ and last‐mile connections service project, confirm that the service will comply with all the following requirements:
☐ Service connects directly to a transit station and a distinct commercial or employment location.
☐ Service schedule coordinates with the mass transit’s schedule. ☐ Service is available for use by all members of the public. ☐ Service is at least 70% unique and operates where no other service was provided within the past three years.
R. If a pilot trip reduction project, confirm that the project complies with all the following requirements:
☐ Project will reduce single‐occupancy vehicle trips and result in a reduction in emissions of criteria pollutants.
☐ Service is available for use by all members of the public. ☐ Applicant provided a written plan showing how the service will be financed in the future and require minimal, if any, TFCA funds to maintain its operation by the end of the third year.
☐ If the local transit provider is not a partner, the applicant demonstrated that they have attempted to have the service provided by the local transit agency. The transit provider was given the first right of refusal and determined that the proposed project does not conflict with existing service.
☐ Applicant provided data and/or other evidence demonstrating the public’s need for the service, such as a demand assessment survey and letters of support from potential users. ☐ Service is at least 70% unique and operates where no other service was provided within the past three years.
S. If a bicycle parking project, answer the following questions:
a. What plan is the project referenced in?
b. Will the project be publicly accessible and available for use by all members of the public? T. If a bikeway project, answer the following questions:
a. What plan is the project referenced in?
b. Will the project be publicly accessible and available for use by all members of the public? c. If applicable, will the project be consistent with design standards published in the California Highway Design Manual or conform to the provisions of the Protected Bikeway Act of 2014?
d. Has the project completed all applicable environmental reviews and either have been deemed exempt by the lead agency or have been issued the applicable negative declaration or environmental impact report or statement?
5.12.a
Packet Pg. 363 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 7 U. If a bike share project, confirm that the project complies with all the following requirements:
☐ Project either increases the fleet size of existing service areas or expands existing service areas to include new Bay Area communities.
☐ Project completed and approved an environmental plan and a suitability study demonstrating the viability of bicycle sharing.
• Project has shared membership and/or is interoperable with the Bay Area Bike Share (BABS) project when they are placed into service. Please select the choice that best describes the project:
☐ Interoperable with BABS
☐ Exempt from requirement for the following reason(s):
☐ i. Projects that do not require membership or any feesfor use; ☐ ii. Projects that were provided funding under MTC’s Bike Share Capital Program to start a new or expand an existing bike share program; or ☐ iii. Projects that attempted to coordinate with, but were refused by, the current BABS operator to have shared membership or be interoperable with BABS. Applicants must provide documentation showing proof of refusal.
V. If an infrastructure improvement for trip reduction project, answerthe following questions:
a. What plan is the project referenced in?
b. Which transportation control measure from the most recently adopted Air District plan is the project implementing?
c. Has the project completed all applicable environmental reviews and either have been deemed exempt by the lead agency or have been issued the applicable negative declaration or environmental impact report or statement? W. If an alternative fuel infrastructure project, confirm that the project complies with all the following requirements:
☐ Project must be designed, installed, and maintained as required by the existing recognized codes and standards and as approved by the local/state authority. ☐ Project funds awarded will not be used to pay for fuel, electricity operation, or maintenance costs.
• Please clarify the infrastructure project’s primary purpose (select all that apply):
☐ charge vehicles 14,000 lbs and less
☐ charge vehicles 14,001 lbs and more
☐ serve private fleet
☐ available for public use
☐ other (please specify):
X. Describe the methodology in measuring project performance, including eliminated automobile trips, VMT reduction, emission reduction, and other performance measures. Describe your reporting format.
Project Performance measured by eliminating automobile trips. Reporting format will be a calculation provided as attachment to annual TRAFFIX survey results.
We will calculate total ridership and total milage on all the TRAFFIX vehicles at beginning of
5.12.a
Packet Pg. 364 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Contra Costa: TFCA 40% Fund, FYE 2026_Project Information Form 8 school year August 11th, 2024, and at end of school year June 5th ,2025 to confirm milage reduced by how many passengers. These vehicles are used exclusively for TRAFFIX.
Ridership Count will be based on how many annual tickets are sold. We expect to have 1300 tickets sold. We will multiply the number of tickets sold times the number of trips they reduced by using the service.
Three (3) miles is average of how far the school bus takes passengers from the bus stop to the proximal destination school. No bus stops are placed within the ½ mile walking and biking catchment around each school.
Y. Provide either an authorizing “letter of commitment”, or a resolution to indicate the applicant has received their agency’s authority to apply for funding.
Certification:
I (print name), certify that the information provided is complete and correct. (Signature) Date
Project Sponsor
Charis Weeks
06/12/25
5.12.a
Packet Pg. 365 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) RIDESHARING, BICYCLE, SHUTTLE, AND SMART GROWTH PROJECTS Cost Effectiveness Inputs FYE 2026 TFCA 40% Fund Worksheet 26CC07 2025
Version 2026, Updated 1/9/25
TRAFFIX School Bus
Trip Reduction 1
2026
4,138,800
Calculations Tab: Complete areas shaded in yellow only. 80,873
SAMPLE ENTRIES ARE SHOWN IN LIGHT BLUE NA
$80,873.01
Emission Reduction Calculations
Step 1 - Emissions for Eliminated Trips
A B C DE F G H I
# Trips/Day (1-way) Days/Yr Trip Length (1- way) VMT ROG Emissions (gr/yr) NOx Emissions (gr/yr) Exhaust &Trip End PM10 Emissions (gr/yr) * Other PM10 Emissions (gr/yr) * CO2 Emissions (gr/yr) 100 240 16 304294 30,344 26,259 409 61,880 88,770,567
2,600 180 3 1,404,000 342,576 217,620 3,054 285,513 435,760,958 00 0 0 0 000 0 0 0 000 0 0 0 0
Total 1,404,000 342,576 217,620 3,054 285,513 435,760,958 Step 2 - Emissions for New Trips to Access Transit/Ridesharing 50 250 3 304294 23,824 23,154 372 61,880 87,927,937
00 0 0 0 000 0 0 0 0
Total 0 0 0 0 0 0
A B C DE F GH I J KL M N
0.1 # Vehicles, Model Year Emission Std. Vehicle GVW ROG Factor (gr/mi) NOx Factor (g/mi) Exhaust PM10 Factor (g/mi) Total PM10 Factor (g/mi) CO2 Factor
(g/mi) (See CO2
Table for LD and
LHD)
Total Annual VMT
(sum all vehicles)
ROG Emissions
(gr/yr)
NOx Emissions
(gr/yr)
Exhaust PM10
Emissions (gr/yr) Other PM10 Emissions (gr/yr) CO2 Emissions (gr/yr) 2, 2005 LEV 10,001-14,000 0.23 0.40 0.12 0.32 860 8000 1,840 3,200 960 1,600 6,880,000 852,021 LEV 10,001-14,000 0.361 0.108 0.002 0.0005438 60.49 70908 25,598 7,658 142 -103 4,289,225 0 00 0 0
Total 70,908 25,598 7,658 142 -103 4,289,225
A B C DE F G H I J K L M N O PQ
Vehicle Ref # Engine Year, Make, & Model Odometer reading ROG Factor (gr/mi) ROG DR (g/10k miles) NOx Factor (g/mi) Nox DR (g/10k miles Exhaust PM10 Factor (g/mi) Exhaust PM DR (g/10k miles) Other PM10 Factor (g/mi) CO2 Factor (g/mi) Total Annual VMT (sum all vehicles) ROG Emissions (gr/yr) NOx Emissions (gr/yr) Exhaust PM10 Emissions (gr/yr) Other PM10 Emissions (gr/yr) CO2 Emissions (gr/yr) 2020,Thomas, Saf-T-Liner HDX 0.03 0.1 0.19 0.244 0.01 367614 11,028.42 69,847 4,044 0 0
0.00 0 0 0 00.00 0 0 0 0
Total 367,614 11,028 69,847 4,044 0 0
Cost Effectiveness Results Annual Lifetime
965,478.00 965,478.00 Miles468,000.00 468,000.00 Trips
0.3372 0.337 Tons0.1544 0.154 Tons0.3136 0.314 Tons0.2899 0.290 Tons 475.6082 475.608 Tons
0.8053 0.805 Tons
100,428.58 /Ton
$103,475 /Ton
6. PM Weighted Emissions Reduced7. CO2 Emissions Reduced8. Emission Reductions (ROG, NOx & PM)9. TFCA Project Cost - Cost Effectiveness (ROG, Nox & PM)10. TFCA Project Cost - Cost Effectiveness (ROG, NOx & Weighted PM). THIS VALUE MUST MEET POLICY REQUIREMENTS.5. PM Emissions Reduced Total Cost for route 40%:
Total Cost for route 60%:
Total TFCA Cost for route:
Step 3A - Emissions for Shuttle/Vanpool Vehicles up to GVW of 14,000 lbs.
See Emission Factors Tab
Step 3B - Emissions for Buses
See Emission Factors Tab
1. VMT Reduced2. Trips Reduced3. ROG Emissions Reduced4. NOx Emissions Reduced Total Cost for route:
40% Proj.#: Project Operational Start Year:
Route Name: # Years Effectiveness:
Project Operational End Year:
Printed on: 1/5/2026
https://cctauthority.sharepoint.com/sites/Common/15Programs/TFCA/Call for Projects/FY2026/FUNDING AGREEMENTS/07/26CC07_CE-Submitted-TRAFFIXSchoolBusTripReduction
5.12.a
Packet Pg. 366
Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) version September 2025 Page 1 of 1
CONTRA COSTA TRANSPORTATION AUTHORITY
Transportation for Clean Air Fund (TFCA)
Invoice Cover Sheet & Progress Report
Report Date:
For Reporting Period Covering: [Most recent MONTH or QUARTER]
PROJECT INFORMATION
Project # : [i.e., 25CC0- ]
Project Title:
Project Sponsor:
Project Start Date:
Percent Complete (Estimated):
BILLING INFORMATION
Invoice Amount:
Total TFCA $ Awarded:
Fiscal Year Awarded: [i.e., FY2025-26]
Total TFCA Funds Expended by County Program Manager:
Total Project Cost:
PROJECT STATUS
Please summarize activities performed since the last invoice/progress report (if no reportable activity, indicate “N/A”):
CERTIFICATION
I (print name), to the best of my knowledge, certify that the information provided is complete and correct; and that if one or more extensions have been approved, that significant progress has been made on each project for which the funds were granted, pursuant to HSC 44242(d).
(Signature)
Project Sponsor
5.12.a
Packet Pg. 367 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Timothy Haile, Executive Director
Contra Costa Transportation Authority
2999 Oak Rd #100
Walnut Creek, CA 94597
RE: TFCA 40% Fund Funding Agreement for Fiscal Year Ending 2026 Dear Mr. Haile:
The Bay Area Air Quality Management District (Air District) Board of Directors approved your 2026 expenditure plan for the Transportation Fund for Clean Air (TFCA) 40% Fund (also called the County Program Manager Fund) on May 7, 2025.
Attached is the proposed Funding Agreement for FYE 2026. Although not attached, the TFCA 40% Fund Policies are incorporated by reference.
If you have questions regarding the enclosed Funding Agreement or any other TFCA 40% Fund matters, please contact us at [email protected].
We appreciate your efforts to improve air quality in Contra Costa County.
Sincerely,
Minda Berbeco
Manager, Strategic Incentives Division
5.12.a
Packet Pg. 368 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
FUNDING AGREEMENT
BETWEEN
THE BAY AREA AIR QUALITY MANAGEMENT DISTRICT
AND
CONTRA COSTA TRANSPORTATION AUTHORITY
26-CC
This Funding Agreement (Agreement) is entered into between the Contra Costa Transportation Authority (Administering Agency), and the Bay Area Air Quality Management District (Air District). The Administering Agency and the Air District will each be referred to as a Party, and as the Parties collectively. This Agreement includes Attachment A, which specifies the funding allocated under this Agreement, and Attachment B, which pertains to insurance requirements.
SECTION I
RECITALS:
1) The Air District is authorized under California Health and Safety (Health & Safety) Code Sections 44223 and 44225 to levy a fee on motor vehicles registered within its jurisdiction (Motor Vehicle Fees), a portion of which the Air District receives and dedicates to its Transportation Fund for Clean Air (TFCA) program.
2) TFCA program monies may be allocated for projects to reduce air pollution from motor vehicles and to implement transportation control measures included in the plan adopted pursuant to Health and Safety Code Sections 40233, 40717, and 40919. 3) In accordance with Health and Safety Code Section 44241(d), the Air District allocates not less than forty (40) percent of the TFCA monies received to implement the Transportation Fund for Clean Air 40% Fund (also referred to as the County Program Manager program) (Program).
4) The Air District has been notified, in a communication dated September 16, 1992, that the Administering Agency is the duly authorized recipient of the proportionate share of Program monies for Contra Costa County, and has been so designated by resolution(s) adopted by the Contra Costa County Board of Supervisors and by the city councils of a majority of the cities representing a majority of the population in the incorporated area of the county. The terms Administering
Agency are set forth in the resolution(s).
5) On November 6, 2024, the Air District Board of Directors (Board of Directors) approved the TFCA 40% Fund Policies Commencing FYE 2026 (Policies). The Policies set forth requirements, including eligibility and cost-effectiveness requirements, for projects funded by TFCA funds in fiscal year ending (FYE) 2026. The Policies are incorporated as Appendix Transportation Fund for Clean Air 40% Fund Expenditure Plan Guidance for Fiscal Year Ending 2026 (Guidance) and are incorporated herein and made a part hereof by this reference as if fully set forth herein. 6) On or about March 3, 2025, the Administering Agency submitted an Expenditure Plan Application to the Air District for its Contra Costa County TFCA Program, which specified
5.12.a
Packet Pg. 369 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 2 of 10
interest income earned by the Administering Agency and TFCA funds from previously funded TFCA projects available for reprogramming to other eligible TFCA projects. 7) On May 7, 2025 the Board of Directors approved an estimated new allocation of FYE 2026 TFCA Program monies of $1,563,500 for Contra Costa County (New FYE 2026 TFCA Department of Motor Vehicle (DMV) vehicle registration fees paid. On this same date, the Board of Directors approved an estimated total funding level for FYE 2026 of $1,988,906 for Contra Costa County (TFCA Funds), which is to be administered by the Administering Agency and will be covered by this Agreement. The TFCA Funds include: the New FYE 2026 TFCA Allocation, any reprogramming of TFCA monies remaining from projects from prior fiscal years, and any interest earned in the prior year. 8) The Air District and the Administering Agency, pursuant to Health and Safety Code Section 44241, hereby enter into this Agreement to: (a) implement the Program within Contra Costa County; (b) select and fund projects that improve air quality in the San Francisco Bay Area Air Basin and comply with the Policies; and (c) oversee such funded projects to assure that they meet, and are implemented in accordance with, the Policies and the terms of this Agreement. This Agreement covers the funding allocation set forth in Paragraph 7 above.
SECTION II
ADMINISTERING AGENCY AGREES:
1) To implement the FYE 2026 Program within Contra Costa County in accordance with this Agreement and the Policies.
2) To select and fund projects that improve air quality in the San Francisco Bay Area Air Basin and that comply with the Policies and the terms of this Agreement (Program Projects).
Recipients of TFCA Funds may include the Administering Agency, which undertakes its own County projects, and other entities (Sub-awardees). The Administering Agency will designate the Program Projects as FYE 2026 Program Projects for administrative purposes. 3) Except in the case where the Administering Agency is undertaking its own County projects, the Administering Agency must enter into a binding agreement with each Sub-awardee that sets forth the maximum amount of TFCA Funds awarded for each Program Project, and requires each Sub-awardee to comply with both the terms of this Agreement and the Policies and to implement the Program Projects as approved by the Administering Agency. The Administering Agency must maintain copies of the written agreements with Sub-awardees, including any amendments to carry out the Program Projects. 4) To allocate (i.e., program) all TFCA Funds by November 7, 2025. 5) To expend all TFCA Funds within two (2) years of receipt of the first payment of the TFCA funds (Expenditure Deadline) unless one of the following applies:
a) Multi-Year Funded Project: Administering Agency requests multi-year funding in compliance with the Guidance; and Air District approves the request for multi-year funding. b) Extensions of Expenditure Deadline:
5.12.a
Packet Pg. 370 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 3 of 10
i. Action by Administering Agency: If consistent with the Policies and Guidance, the Administering Agency may extend the Expenditure Deadline for up to an additional two (2) years, but no later than December 31, 2029, by one of the following methods:
1. A particular Program Project application for funds states that the project will take a longer period of time to implement and an extension is approved in writing by the Administering Agency; or
2. The Administering Agency finds, based on the Subthat despite significant progress on the particular Program Project, the Subawardee requires additional time to implement the Program Project and the Administering Agency approves the extension of time in writing. ii. Action by Air District: If consistent with the Policies and Guidance, the Air District may grant a further extension for a particular Program Project under the following circumstance:
1. The Administering Agency finds, based on the Subthat despite significant progress on the particular Program Project, the Subawardee requires additional time to implement the Program Project (beyond the two years that the Administering Agency has already granted); the Administering Agency submits an extension request to the Air District no later than sixty (60) days prior to the end of the Expenditure Deadline; and the Air District approves the request in writing.
6) To return to the Air District any TFCA Funds and associated interest unexpended as per Section II, Paragraphs 4 and 5.
7) To maintain, at all times during the term of this Agreement, a separate account or sub-ledger for all TFCA Funds and to withdraw funds from this separate account only for the reimbursement of costs to implement Program Projects. Failure to comply with this paragraph will constitute grounds for termination pursuant to Section IV, Paragraph 2 below. 8) To maintain, or cause to be maintained, adequate records to document and demonstrate to Air District staff and auditors the receipt, interest accrual, and expenditures of Air District funds to implement the Program.
9) To track and report to the Air District all interest accrued from TFCA Funds. a) The Administering Agency may not use interest from TFCA Funds for administrative purposes.
b) The distribution of any interest funds will be at the discretion of the Administering Agency, after consultation with the Air District and must be in accordance with the Policies and applicable State law.
10) To track and report to the Air District any TFCA Funds and associated interest unencumbered at the time of completion or termination of a Program Project. The distribution of any such funds and associated interest will be at the discretion of the Administering Agency, after consultation with the Air District.
5.12.a
Packet Pg. 371 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 4 of 10
11) To limit administrative costs to conduct the Program to no more than six and one quarter percent (6.25%) of the New FYE 2026 TFCA Allocation received by the Administering Agency.
12) To allow, and to require the Subrepresentatives, and its independent auditors, during the term of this Agreement and for five (5 Years of Effectiveness, defined below, to conduct
inspect the Program Projects. During audits, the Administering Agency will make available to the Air District in a timely manner all records relating to the implementation of the Program and of SubProgram Projects. During inspections, the Administering Agency will provide, at the request of the Air District, access to inspect a Sub13) To keep, and to require Sub-awardees to keep, all financial and Program Project implementation records necessary to demonstrate compliance with this Agreement and the Program. Such records include the reports required by Section II, Paragraphs 9 and 16 and those records required to demonstrate compliance with the terms of this Agreement, including those records specifically listed in Section II, Paragraphs 3, 7, 8, 9, 10, 11, 12, 14, 16, 17, and 21. Such records shall include documentation that demonstrates significant progress made for those Program Projects seeking extensions to the completion date. The Administering Agency must keep such documents in a central location, and require its Subawardee to keep such records at a central Sub-awardee location, for a period of five (5) years
14) To maintain, and to require that each Sub-awardee maintain, employee time sheets documenting those hourly labor costs incurred in the implementation of this Agreement, including both administrative and Program Project implementation costs, or to establish an alternative method to document staff costs charged to the funded project. 15) To distribute TFCA Funds allocated to the County, for County-sponsored Program Projects, or a Sub-awardee only as reimbursement for documented Program Project costs that are eligible and approvable under the Policies.
16) To prepare and submit reports to the Air District as follows:
a) Semi-annual Funding Status Report: Beginning May 31, 2026, the Administering Agency must submit a report by May 31 and October 31 of each year until all Program Projects are completed that specifies a) the Program Projects that have been cancelled, completed, and completed at a cost less than the allocation during the previous six-month period and if completed at a lesser cost, the amount of associated unexpended funds; and b) the Program Projects for which the Administering Agency has extended any deadlines and, for those projects, the revised completion date and documentation of the certification that, pursuant to Health and Safety Code Section 44242(d), the Sub-awardee had made significant progress. b) Post-Project Cost-Effectiveness Worksheet: Beginning May 31, 2026, the Administering Agency must submit by each May 31 and October 31, until all Program Projects are completed, a Post-Project Cost-Effectiveness Worksheet for each completed Program
5.12.a
Packet Pg. 372 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 5 of 10
Project, which itemizes (a) the expenditure of the TFCA Funds, and (b) the results of the monitoring of the performance of each Program Project on Air District-approved form. c) If the due date for a report specified above falls on a weekend or on a State holiday, then that report is due on the following business day.
17) To acknowledge, and to require all Sub-awardees to acknowledge, the Air District as a , if
applicable, as specified below:
a) The logo must be used on signs posted at the site of any Program Project construction. b) The logo must be displayed on any vehicles or equipment operated or obtained as part of a Program Project.
c) The logo must be used on any public information material relating to a Program Project, such as websites and printed materials, including transit schedules, brochures, handbooks, maps and other promotional materials.
d) The Administering Agency must retain documentation, such as photographs of vehicles and copies of press releases, demonstrating that Air District logos are used and displayed as required.
18) To assure that all TFCA Funds received under this Agreement are expended only in accordance with all applicable provisions of law for projects that are implemented directly by the Administering Agency, and to require Sub-awardees to expend the funds only in accordance with all applicable provisions of law.
19) To return TFCA Funds awarded for an Administering Agency's County project to the Air District, and require that Sub-awardees return TFCA Funds awarded to the Administering Agency, all TFCA Funds that are not expended in accordance with applicable provisions of law.
20) To return TFCA Funds awarded for an Administering Agency's County project to the Air District, and require that Sub-awardees return TFCA Funds awarded to the Administering Agency, if a project is not maintained and/or operated throughout and until the conclusion of value stated in Appendix H of the Guidance for the applicable project type, unless a different value was approved and shown to yield a Project meeting the cost-effectiveness requirement in the Policies by the Administering Agency. The amount of funds returned to the Administering Agency will be calculated on a prorated basis. Any such funds returned to the Administering Agency must be reallocated to eligible TFCA Program Projects. 21) To obtain and maintain, and to require that each Sub-awardee obtain and maintain, therein, including the provision of documentation of said insurance coverage. Failure to obtain and maintain the insurance coverage and to comply with all insurance requirements is a breach of this Agreement.
22) To the extent not otherwise prohibited by law, and to the extent required by the California Public Records Act (California Government Code section 7920 et seq.), to make available to
5.12.a
Packet Pg. 373 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 6 of 10
the public and to require that Sub-awardees make available to the public any software, written documents, or other products developed with TFCA Funds. 23) To ensure that work products provided by the Administering Agency under this Agreement comply with Web Content Accessibility Guidelines 2.0, levels A and AA, and otherwise meet the accessibility requirements set forth in California Government Code Sections 7405 and 11135, Section 202 of the federal Americans with Disabilities Act (42 U.S.C. § 12132), and Section 508 of the federal Rehabilitation Act (29 U.S.C. § 794d) and the regulations promulgated thereunder (36 C.F.R. Part 1194). For any work products provided in PDF format, the Administering Agency shall also provide an electronic version in the original electric format (for example, Microsoft Word or Adobe InDesign).
SECTION III
AIR DISTRICT AGREES:
1) To pay the FYE 2026 TFCA monies, the amount of which is estimated on Attachment A, Summary Information, Line 3 and calculated as set forth in Section III, Paragraphs 1a and 1b below, for Program Projects and administration that are consistent with the Policies and this Agreement, in two payments. Payments will be made after this Agreement has been signed by both the Administering Agency and the Air District. Notwithstanding the above, the Air District is only obligated to pay that portion of the FYE 2026 TFCA monies that constitutes that portion of the fees subvened by the DMV for calendar year 2025 to the Air District for its allocation to the Administering Agency from the Program funds. To the extent the estimated FYE 2026 TFCA monies exceed the Motor Vehicle Fees that are received by the Air District and are available to the Administering Agency, the Administering Agency understands and agrees that the Air District will not pay the difference between the Motor Vehicle Fees available and the estimated FYE 2026 TFCA monies. a) To endeavor to forward the first payment within thirty (30) business days of the Air District receiving from the DMV all the revenues that comprise the payment. The first payment will
generated from registration fees paid for motor vehicles that registered in Contra Costa County between January 1, 2025, and June 30, 2025
and audit costs.
b) To endeavor to forward the second payment within thirty (30) business days of the Air District receiving from the DMV all the revenues that comprise the payment. The second payment will
generated from registration fees paid for motor vehicles that registered in Contra Costa Countybetween July 1, 2025, and December 31, 2025
and audit costs.
2) To provide timely notice prior to conducting an audit. 3) To provide the Administering Agency, and any other requesting party, a copy of the fiscal and performance audits conducted pursuant to Section 44242 of the Health and Safety Code.
5.12.a
Packet Pg. 374 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 7 of 10
4) To provide the Administering Agency with all Air District-approved reporting forms required for the Administering Agency to submit pursuant to this Agreement, including the reports required pursuant to Section II, Paragraph 16 above. 5) To provide a copy of the Air District logo to the Administering Agency solely for use to fulfill the obligation under Section II, Paragraph 17 of this Agreement.
SECTION IV
IT IS MUTUALLY AGREED:
1) Term: The term of this Agreement is from July 1, 2025 to December 31, 2029, unless it is terminated or amended as provided for in Paragraphs 2 and 8 of this Section or elsewhere in this Agreement, or unless this Agreement has been fully satisfied. The Administering records retention obligations under this Agreement continue beyond the The Sub-awardee has two years to implement the project, unless the Expenditure Deadline is extended pursuant to Section II, Paragraph 5 for a particular Program Project. If the Expenditure Deadline is extended for a particular Program Project, the terms and conditions of this Agreement will continue to apply with respect to that particular Program Project until it is completed.
2) Termination: Either Party may terminate this Agreement at any time by giving written notice of termination to the other Party specifying the effective date thereof. Notice of termination under this paragraph must be given at least ninety (90) days before the effective date of such termination, unless the parties mutually agree to an earlier termination date. This Agreement will also terminate at the end of the fiscal year during which the Contra Costa Transportation Authority loses its designation as Administering Agency for Contra Costa County.
3) Indemnity: The Administering Agency agrees to indemnify and hold harmless the Air District, its employees, agents, representatives, and successors-in-interest against any and damages arising out of the performance by the Administering Agency of its duties under this Agreement or operation or use of equipment that is funded by the Program and must require Sub-awardees to indemnify and hold harmless the Air District, its employees, agents, representatives, and successors-in-interest against any and all liability, loss, of their performance of the project or operation or use of the equipment that is funded by the Program.
4) Notices: All notices that are required under this Agreement shall be provided in the manner set forth herein, unless specified otherwise. Notice to a party shall be delivered to the attention of the person at the address listed below, or to such other person or persons as may hereafter be designated by that party in writing. Notice shall be in writing sent by email.
5.12.a
Packet Pg. 375 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 8 of 10
Notice shall be deemed to have been received on the date of such transmission, provided such date was a business day and delivered prior to 4:00 p.m. PST/PDT. Otherwise, receipt of notices shall be deemed to have occurred on the following business day.
DISTRICT: Bay Area Air Quality Management District
Attn: Director of Strategic Incentives
RE: TFCA 40% Fund Project #26-CC
375 Beale Street, Suite 600
San Francisco, CA 94105
[email protected]
ADMINISTERING AGENCY: Contra Costa Transportation Authority Attn: Timothy Haile, Executive Director
RE: TFCA 40% Fund #26-CC
2999 Oak Rd. Suite 100
Walnut Creek, CA 94597
[email protected]
5) Program Liaison: Within thirty (30) days from the Effective Date of this Agreement, the Administering Agency shall notify the Air District of the Administering Agency Liaison shall be the liaison to the Air District pertaining to implementation of this Agreement and shall be the contact for information about the Program and Program Projects. The Administering Agency shall notify the Air District of the change of Program the date of any change.
6) Additional Provisions and Additional Acts and Documents: Each Party agrees to do all such things and take all such actions, and to make, execute and deliver such other documents that are reasonably required to carry out the provisions, intent and purpose of this Agreement. All attachments to this Agreement are expressly incorporated herein by this reference and made a part hereof as though fully set forth. 7) Integration: This Agreement, including all attachments hereto, represents the final, complete, and exclusive statement of the agreement between the Air District and the Administering Agency
described in this Agreement, and supersedes all prior and other contemporaneous understandings and agreements of the parties pertaining to the terms and conditions herein.
No Party has been induced to enter into this Agreement by, nor is any Party relying upon, any representation or warranty outside those expressly set forth herein. 8) Amendment: This Agreement may not be modified except in writing, signed by both Parties hereto, and any attempt at oral modification of this Agreement shall be void and of no effect.
9) Independent Contractor: Neither the Administering Agency nor its officers, employees, agents, or representative shall be considered employees or agents of the Air District. 10) Assignment: Neither Party shall assign, sell, license, or otherwise transfer any rights or obligations under this Agreement without the prior written consent of the other Party.
5.12.a
Packet Pg. 376 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 9 of 10
11) Waiver: No waiver of a breach, of failure of any condition, or of any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the Party waiving the breach, failure, right, or remedy. No waiver of any breach, failure, right, or remedy shall be deemed a waiver of any other breach, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. Further, the failure of a Party to enforce performance by the other Party of any term, covenant, or condition of this Agreement, and the failure of a Party to exercise any rights or remedies hereunder, shall not be deemed a waiver or relinquishment by that Party to enforce future performance of any such terms, covenants, or conditions, or to exercise any future rights or remedies.
12) Severability: If a court of competent jurisdiction holds any provision of this Agreement to be illegal, unenforceable or invalid in whole or in part for any reason, the validity and enforceability of the remaining provisions, or portions of them, will not be affected. 13) Force Majeure: Neither the Air District nor the Administering Agency shall be liable for or deemed to be in default for any delay or failure in performance under this Agreement or interruption of services resulting, directly or indirectly, from acts of God, enemy or hostile governmental action, civil commotion, strikes, lockouts, labor disputes, fire or other casualty, judicial orders, governmental controls, regulations or restrictions, inability to obtain labor or materials or reasonable substitutes for labor or materials necessary for performance of this Agreement, national or State declared pandemics, or other causes, except financial that are beyond the reasonable control of the Air District or the Administering Agency.
14) Governing Law: Any dispute that arises under or relates to this Agreement shall be governed by California law, excluding any laws that direct the application of another to this
Agreement, including mediation, shall be San Francisco, California. 15) Effective Date: The effective date of this Agreement is the date the Air District Executive Officer/Air Pollution Control Officer executes the Agreement (Effective Date). 16) Survival of Terms: Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled, and shall apply but may not be
limited to, Section II. Paragraph 8, 12, and 13 and Section IV. Paragraph 3 (Indemnity).
5.12.a
Packet Pg. 377 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) FYE 2026 TFCA 40% Fund Agreement 26-CC Page 10 of 10
IN WITNESS WHEREOF, the Administering Agency and the Air District have entered into this Agreement as of the date listed below.
FOR AIR DISTRICT:
by: ________________________________
Philip M. Fine
Executive Officer/APCO
Bay Area Air Quality Management District
FOR ADMINISTERING AGENCY:
by: __________________________________
Timothy Haile
Executive Director
Contra Costa Transportation Authority
Date: ______________________________ Date: __________________________________ Approved as to form:
by: _________________________________
Alexander Crockett
General Counsel
Bay Area Air Quality Management District
Approved as to form (optional):
by: __________________________________
Legal Counsel
5.12.a
Packet Pg. 378 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Attachment A 26-CC FYE 2026 Bay Area Air District FYE 2026 TFCA 40% Fund Attachment A, Page 1 of 1 Summary Information Administering Agency Name: Contra Costa TransportationAuthority Address: 2999 Oak Road, Suite 100, Walnut Creek, CA 94597 Project Admin (max 6.25%) [1] Total (Project + Admin) 1 Estimated FYE 2026 DMV revenues (based on projected CY2024 revenues) Line 1 $ 1,465,781 $ 97,719 $ 1,563,500 2 Reconciliation and Reprogrammed Funds Line 2 $ 423,655 $ - $ 425,406 Reconciliation: Difference between prior-year estimate and actual revenue $ 26,266 $ - $ 28,017 a. Actual FYE 2024 DMV revenues (based on CY2023) 2a $ 1,467,016 $ 97,801 $ 1,564,817 b. Estimated FYE 2024 DMV revenues 2b $ 1,440,750 $ 96,050 $ 1,536,800 Reprogrammed: Total available for programming/reprogramming to other projects $ 397,389 $ 397,389 c. Amount available from previously funded projects 2c $ 267,064 d. Admin expended in FYE 2024 2d $ 97,801 e. Interest income earned on TFCA funds in CY 2024 2e $ 130,325 3 Move funds available from Admin to Projects (Optional) Line 3 $ - $ - 4 Estimated Total Available TFCA Funds (Sum of Lines 1, 2 and 3) Line 4 $ 1,889,436 $ 97,719 $ 1,988,906 Percentage of Estimated Revenue allocated to Administrative Costs (maximum of 6.25%) Previous % from FYE 2024 Expenditure Plan: 6.25% Current % for FYE 2026: 6.25% Health and Safety Code Section 44233, Administering Agency must limit their administrative costs to no more than 6.25% of the actual total revenue received from the Air District. 5.12.a Packet Pg. 379
Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Attachment B 26-CC FYE 2026
Bay Area Air District FYE 2026 TFCA 40% Fund Attachment B, Page 1 of 1
INSURANCE REQUIREMENTS
Verification of Coverage
The Administering Agency shall obtain and maintain certificates and/or other evidence of the insurance coverage required below. The Air District reserves the right to require the Administering Agency to provide complete, certified copies of any insurance offered in compliance with these specifications. Certificates, policies and other evidence provided shall specify that the Air District shall receive 30 days advanced notice of cancellation from the insurers.
Minimum Scope of Insurance
Throughout the Term as defined in Section IV of the Agreement, the Administering Agency shall obtain and maintain in full force and effect the Liability Insurance as set forth below, and shall require any third party and each Sub-awardee to obtain and maintain in full force and effect the insurance as set forth below.
1. Liability Insurance with a limit of not less than $1,000,000 per occurrence. Such insurance shall be of the type usual and customary to the business of the Administering Agency and Sub-awardee, and to the operation of the vehicles, vessels, engines or equipment operated by the Sub-awardee.
2. Property Insurance in an amount of not less than the insurable value of Sub-awardee vehicles, vessels, engines or equipment funded under the Agreement, and covering all risks of loss, damage or destruction of such vehicles, vessels, engines or equipment.
Acceptability of Insurers
The Air District may, at its sole discretion, waive or alter this requirement or accept selfinsurance in lieu of any required policy of insurance.
5.12.a
Packet Pg. 380 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
5.12.a
Packet Pg. 381 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
5.12.a
Packet Pg. 382 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
5.12.a
Packet Pg. 383 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement)
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, Bay Area Air Quality Management District - Grants Department (we, us or Company) may be required by law to provide to you certain written notices or disclosures.
Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign system. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure (ERSD), please confirm your agreement by selecting the checkGetting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.
All notices and disclosures will be sent to you electronically
5.12.a
Packet Pg. 384 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
How to contact Bay Area Air Quality Management District - Grants Department:
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:
To contact us by email send messages to: [email protected] To advise Bay Area Air Quality Management District - Grants Department of your new email address
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you must send an email message to us at [email protected] and in the body of such request you must state: your previous email address, your new email address. We do not require any other information from you to change your email address.
If you created a DocuSign account, you may update it with your new email address through your account preferences.
To request paper copies from Bay Area Air Quality Management District - Grants Department
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an email to [email protected] and in the body of such request you must state your email address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with Bay Area Air Quality Management District - Grants Department
5.12.a
Packet Pg. 385 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an email to [email protected] and in the body of such request you must state your email, full name, mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The current system requirements are found here: https://support.docusign.com/guides/signer-guidesigning-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-box nex
By selecting the checkthat:
You can access and read this Electronic Record and Signature Disclosure; and You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and
Until or unless you notify Bay Area Air Quality Management District - Grants Department as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by Bay Area Air Quality Management District - Grants Department during the course of your relationship with Bay Area Air Quality Management District - Grants Department.
5.12.a
Packet Pg. 386 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Transportation Fund for Clean
Air 40% Fund
Expenditure Plan Guidance
Commencing
Fiscal Year Ending 2026
Transportation Fund for Clean Air
Bay Area Air Quality Management District
375 Beale Street, Suite 600, San Francisco, CA 94105
Issued December 2024
Revised January 2025, April 2025
5.12.a
Packet Pg. 387 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 1
5.12.a
Packet Pg. 388 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 2
TABLE OF CONTENTS
Transportation Fund for Clean Air (TFCA)....................................................... 3 Updates from Fiscal Year Ending (FYE) 2025 ................................................. 4 Bay Area Administering Agency Liaisons......................................................... 4 TFCA 40% Fund ................................................................................................ 5 Roles and Responsibilities......................................................................................5 Eligible TFCA Project Types.................................................................................6 Attributes of Cost-Effective Projects......................................................................6 Attributes of Projects that Meet the “Readiness” Policy ........................................7 Program Schedule...................................................................................................8 Expenditure Plan Application Process ...................................................................9 Programming of Funds...........................................................................................9 Reporting Forms...................................................................................................10 Administration of Project Requests......................................................................11 Additional Information.........................................................................................13 Appendix A: Guidelines for Eligible TFCA Reimbursable Costs ................... 14 Appendix B: Sample Expenditure Plan Application ........................................ 16 Appendix C: Sample Funding Status Report Form.......................................... 18 Appendix D: Board-Adopted Policies Commencing FYE 2026...................... 19 Appendix E: Glossary of Terms....................................................................... 28 Appendix F: Insurance Guidelines................................................................... 29 Appendix G: Sample Project Information Form .............................................. 31 Appendix H: Instructions for Cost-Effectiveness Worksheets......................... 34
5.12.a
Packet Pg. 389 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 3
Transportation Fund for Clean Air (TFCA)
Vehicle emissions represent the largest contributor to unhealthful levels of ozone (summertime "smog") and particulate matter; on-road motor vehicles, including cars, trucks, and buses, constitute the most significant sources of air pollution in the Bay Area.
To protect public health, the California State Legislature enacted the California Clean Air Act in 1988.
Pursuant to this law, the Bay Area Air Quality Management District (Air District) has adopted the 2017 Clean Air Plan (CAP), which describes how the region will work toward compliance with State and Federal ambient air quality standards and make progress on climate protection. To reduce emissions from motor vehicles, the 2017 CAP includes transportation control measures (TCMs) and mobile source measures (MSMs). A TCM is defined as “any strategy to reduce vehicle trips, vehicle use, vehicle miles traveled, vehicle idling, or traffic congestion for the purpose of reducing motor vehicle emissions.” MSMs encourage the retirement of older, more polluting vehicles and the introduction of newer, less polluting motor vehicle technologies.
In 1991, the California State Legislature authorized the Department of Motor Vehicles (DMV) to impose a $4 surcharge on motor vehicles registered within the Bay Area to fund projects of TCMs and MSMs. The Air District allocates this revenue through its Transportation Fund for Clean Air (TFCA) program to fund eligible projects and programs. The statutory authority and requirements of the TFCA program are set forth in California Health and Safety Code (HSC) Sections 44241 and 44242.
TFCA-funded projects have many benefits, for example:
Reducing air pollution, including air toxics such as benzene and diesel particulates Conserving energy and helping to reduce greenhouse gas emissions Improving water quality by decreasing contaminated runoff from roadways Improving transportation options
Reducing traffic congestion
Forty percent (40%) of these TFCA funds are pass-through funds to the designated administering agency in each of the nine counties within the Air District’s jurisdiction based on the county’s proportionate share of fee-paid vehicle registration (“TFCA 40% Fund”). The remaining sixty percent (60%) of these funds are awarded by the Air District to eligible projects and programs implemented directly by the Air District and to a grant program known as the Regional Fund.
This document provides guidance on the expenditure of the TFCA 40% Fund.
5.12.a
Packet Pg. 390 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 4
Updates from Fiscal Year Ending (FYE) 2025
Air District staff brings updates to the TFCA 40% Fund Policies for Board approval. Based on feedback and comments received during the public comment period, the following updates have been made:
• Increase the maximum cost-effectiveness for alternative fuel vehicles from $500,000/ton to $522,000/ton to align with the Carl Moyer Program (policy #2) • Redefine the Air District’s “Priority Areas” by removing the Air District’s Community Air Risk Evaluation (CARE) areas from the definition
• Revert the amount of time in which a grantee is required to commence a project from 24 to 12 months (policy #6)
• Update language so that zero emission vehicles are not restricted to the same gross vehicle weight rating (GVWR) as the baseline vehicle being replaced, as zero emission vehicles that complete the same work and are of the same size are often heavier than their diesel counterparts due to battery weight (policies #22 and #24)
• Updated the bike-parking language to allow for upgrades from bike racks to e-lockers or to bicycle storage facilities. (policy #30.a.)
• Removed requirement of submitting an Interim Project Report, Project Information Form, and a Final Report to the Air District for FYE 2026 and future cycles. Administering Agencies may choose to continue requiring their project sponsors to submit this information. Please note that Interim Project Reports and Final Reports are still required for projects FYE 2025 and prior years.
Bay Area Administering Agency Liaisons
County Contact Email
Alameda Jacki Taylor [email protected]
Contra Costa Ying Smith [email protected]
Marin Scott McDonald [email protected]
Napa Addrell ColemanDiana Meehan [email protected]@nvta.ca.gov Santa Clara Bill Hough [email protected]
San Francisco Mike Pickford [email protected]
San Mateo Kim Wever [email protected]
Solano Dulce Jimenez [email protected]
Sonoma David Ripperda [email protected]
5.12.a
Packet Pg. 391 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 5
TFCA 40% Fund
Roles and Responsibilities
Administering agencies are required to do the following:
1. Administer funding in accordance with applicable legislation, including HSC Sections 44233, 44241, and 44242, and with Air District Board-Adopted TFCA 40% Fund Policies Commencing FYE 2026 (found in Appendix D).
2. Hold one or more public meetings each year
a. to adopt criteria for the expenditure of the funds if those criteria have been modified in any way from the previous year (criteria must include the Air District Board-Approved TFCA 40% Fund Policies)1, and
b. to review the expenditure of revenues received.
3. Prepare and submit Expenditure Plan Applications, Project Information Forms, Cost-Effectiveness Worksheets, and Funding Status Reports, and Final Reports to the Air District.
4. Provide funds to only projects that comply with the Air District Board-Approved Policies and/or that have received Air District Board of Director’s approval for award.
5. Encumber and expend funds within two years of the receipt of funds, unless an application for funds states that the project will take a longer period of time to implement and an extension is approved in writing by the Air District or the administering agency, or unless the time is subsequently extended if the recipient requests an extension and the administering agency finds that significant progress has been made on the project. The administering agency is responsible for tracking and monitoring its administrative costs and Project Sponsors’ reimbursement costs. All costs incurred must be based on actual costs (e.g., timecards) and not estimated costs.
6. Limit administrative costs in handling of TFCA funds to no more than 6.25 percent of the actual funds received, or funds allocated in the funding agreement, whichever method the administering agency has historically administered.
7. Allocate (i.e., program) all new TFCA funds within six months of the date of the Air District Board of Director’s approval of the Expenditure Plan.
8. Provide information to the Air District and to auditors on the expenditures of TFCA funds.
Air District is required to do the following:
1. Hold a public hearing to
a. Adopt cost-effectiveness criteria that projects and programs are required to meet. Criteria shall maximize emission reductions and public health benefits; and b. Allocate the administering agency’s share of DMV fee revenues.
2. Provide guidance, offer technical support, and hold workshops on program requirements, including cost-effectiveness.
3. Review Expenditure Plan Applications, Cost-Effectiveness Worksheets, and Project Information Forms, Funding Status Reports, and Final Reports.
1 California Senate Bill 491. Transportation: omnibus bill. Retrieved from https://leginfo.legislature.ca.gov/. Approved by Governor on October 2, 2015.
5.12.a
Packet Pg. 392 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 6
4. Re-distribute unallocated TFCA funds from the TFCA 40% Fund.
5. Limit TFCA administrative costs to a maximum of 6.25 percent of the TFCA 40% funds.
6. Conduct audits of TFCA programs and projects.
7. Hold a public hearing in case of any misappropriation of revenue.
Eligible TFCA Project Types2
TFCA legislation requires that projects meet eligibility requirements, as described in the California HSC Section 44241. The following is a complete list of mobile source and transportation control project types authorized under the California HSC Section 44241(b):
1. The implementation of ridesharing programs;
2. The purchase or lease of clean fuel buses for school districts and transit operators;
3. The provision of local feeder bus or shuttle service to rail and ferry stations and to airports;
4. Implementation and maintenance of local arterial traffic management, including, but not limited to, signal timing, transit signal preemption, bus stop relocation and "smart streets”;
5. Implementation of rail-bus integration and regional transit information systems;
6. Implementation of demonstration projects in telecommuting and in congestion pricing of highways, bridges, and public transit;
7. Implementation of vehicle-based projects to reduce mobile source emissions, including, but not limited to, engine repowers, engine retrofits, fleet modernization, alternative fuels, and advanced technology demonstrations;
8. Implementation of a smoking vehicles program;
9. Implementation of an automobile buy-back scrappage program operated by a governmental agency;
10. Implementation of bicycle facility improvement projects that are included in an adopted countywide bicycle plan or congestion management program; and
11. The design and construction by local public agencies of physical improvements that support development projects and that achieve motor vehicle emission reductions. The projects and the physical improvements shall be identified in an approved area-specific plan, redevelopment plan, general plan, or other similar plan.
TFCA funds may not be used for:
• Planning activities that are not directly related to the implementation of a specific project; or • The purchase of personal computing equipment for an individual's home use.
Attributes of Cost-Effective Projects
Project uses the best available technology or cleanest vehicle (e.g., achieves significant petroleum reduction, is not a Family Emission Limit (FEL) engine, and/or have zero tailpipe emissions). Project is placed into service within one year and/or significantly in advance of regulatory changes (e.g., lower engine emission standards).
Project requests relatively low amounts of TFCA funds (Project Sponsor provides significant matching funds).
2 Projects must also comply with the Board-adopted 40% Fund Policies found in Appendix D.
5.12.a
Packet Pg. 393 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 7
The following are additional attributes of cost-effective projects for specific project categories:
o For vehicle trip reduction projects (e.g., bike facilities, First- and Last-Mile Connections, ridesharing):
▪ Project serves relatively large percentage of riders/participants who otherwise would have driven alone over a long distance.
▪ Project provides “first- and last-mile” connection between employers and transit. ▪ Service operates on a route (service and non-service miles) that is relatively short in distance. o For pilot trip reduction projects (excluding pilot First- and Last-Mile Connections projects):
▪ Project reduces single-occupancy commute-hour vehicle trips. Service operates in areas that are underserved and lack other comparable service in past three years, or significantly expands service to an existing area. If multiple transit agencies provide service in the project area, the relevant transit agencies must have been given the first right of refusal and determined that the proposed project does not conflict with existing service. If a similar service is already available in a project location, the new proposed project would be considered 70% unique if the service area expands access to at least 70% of unserved locations.
▪ Service is designed to be self-sustaining or require minimal TFCA funds by the end of the project’s operational period.
▪ Services connects users to mass transit.
o For vehicle-based projects:
▪ Vehicle has high operational use, annual mileage, and/or fuel consumption (e.g., taxis, transit fleets, utility vehicles). A vehicle can operate outside the Air District, but only the operation within the Air District will be counted towards the air emissions reduced. o For infrastructure improvements for trip reduction projects:
▪ Pre- and post-project counts demonstrate high usage and potential to shift mode or travel behavior that reduces emissions. Project demonstrates a strong potential to reduce motor vehicle trips by significantly improving mobility via walking, bicycling, and improving transit. ▪ Project is located along high-volume transit corridors and/or is near major activity centers such as schools, transit centers, civic or retail centers.
▪ Project is associated with a multi-modal transit center, supports high-density mixed-use development or communities.
▪ Project does not induce travel demand through roadway widening, intersection widening, and roadway capacity expansion.
Projects must also meet project-specific requirements in Appendix H, which provides further guidance on maximum project Years of Effectiveness and cost-effectiveness calculation.
Attributes of Projects that Meet the “Readiness” Policy The intent of TFCA is to fund projects that achieve surplus emission reductions within two years. For FYE 2026, administering agencies may grant project extensions up to December 31, 2029. Any additional project extensions must be requested to the Air District.
The following is a list of activities that should be completed prior to allocating TFCA funds to ensure the successful completion of projects:
• Planning (e.g., design)
• Jurisdictional approval (e.g., permits)
5.12.a
Packet Pg. 394 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 8
• Legislative approvals (e.g., CPUC)
• Environmental review/approvals (e.g., EIR, negative declaration)3 Program Schedule
Tentative Program Schedule (Administering agencies deadlines are italicized) Date Activity
December 2024 Expenditure Plan Application Guidance issued by Air District January 2025 Expenditure Plan Application funding estimates issued by Air District March 1, 2025 Deadline for administering agency to email Expenditure Plan Application, which includes:
• Summary Information Form, signed and dated by administering agency’s Executive Director
• Summary Information Addendum Form (if applicable)
April 16, 2024 Proposed Expenditure Plan funding allocations reviewed by Air District’s Policy, Grants, & Technology Committee
May 7, 2025 Expenditure Plan funding allocations considered for approval by Air District’s Board of Directors
May 31, 2025 Air District provides Funding Agreements for funding allocations to administering agency for signature
May 31, 2025 Deadline for administering agency to email reports for projects from FYE 2025 and prior years:
• Funding Status Report – Include all open projects and projects closed since July 1.
• Final Report – For projects closed July 1-December 31 (and optionally those closing later), submit both a Final Report Form and a final Cost-Effectiveness Worksheet
August 15, 2025 Within three months of Air District Board approval, deadline for administering agency to email request for Board approval of any projects that do not conform to TFCA policies:
• Project Information Form (sample can be found in Appendix G) • Pre-Project Cost-Effectiveness Worksheet (instructions can be found in Appendix H)
October-December Estimated time of first FYE 2026 payment October 31, 2025 Deadline for administering agency to email reports for projects from FYE 2025 and prior years to the Air District:
• Interim Project Report – Submit this form for every open project. • Funding Status Report – Include all open projects and projects closed since January 1.
•
3 Administering agency may make an exception when a project is on track to complete this requirement prior to contract execution. This exception needs to be captured in the Project Information Form submitted during allocation.
5.12.a
Packet Pg. 395 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 9
• Final Report – For projects closed January 1-June 30 (and optionally those closing later), submit both a Final Report Form and a final Cost-Effectiveness Worksheet.
November 7, 2025 Within six months of Air District Board approval, deadline for administering agency to allocate funds identified in the Expenditure PlanReport and to email reports for each new FYE 2026 project:
• Project Information Form (sample can be found in Appendix G)
• Pre-Project Cost-Effectiveness Worksheet (instructions can be found in Appendix H)
March 31, 2026 Deadline for administering agency to email reports: for projects from FYE 2026 and prior years:
• Funding Status Report – Include all open projects and projects closed since July 1.
•
• Final ReportPost-Project Cost-Effectiveness Worksheet – For FYE 2026 projects closed July 1-December 31 (and optionally those closing later)., submit both a Final Report Form and a final Costeffectiveness Worksheet • Final Report – For FYE 2025 and prior-year projects closed July 1- December 31 (and optionally those closing later), submit both a Final Report and a final Cost-Effectiveness Worksheet.
Note: Items due on dates that fall on weekends or on State/Federal holidays are due the next following business day.
Expenditure Plan Application Process
The Air District will provide the administering agencies the Summary Information Form and Summary Information - Addendum Form (i.e., the Expenditure Plan application materials). These forms must be completed by the administering agency and returned to the Air District as indicated below. See Appendix B for examples of these forms.
Expenditure Plans must be submitted electronically via email to [email protected].
Materials sent to the Air District via fax will not be accepted.
Programming of Funds
Administering agencies must allocate (i.e., program) TFCA funds within six months of Air District Board approval of an administering agency’s Expenditure Plan and submit electronic copies of: 1) the Costeffectiveness Worksheet and 2) the Project Information Form for each new project. Any unallocated funds must be returned to the Air District for programming. Funds are considered allocated when they are awarded to a project based on that administering agency’s own programming process. Note: During the application phase, administering agencies should ensure that applicants provide either an authorizing “letter of commitment”, or a resolution to indicate the applicant has received their agency’s authority to apply for funding.
Non-conforming projects: Policy #3 provides a mechanism for consideration of projects that are authorized in the TFCA legislation and meet the cost-effectiveness requirement for that project type but are in some
5.12.a
Packet Pg. 396 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 10
way inconsistent with the current-year TFCA 40% Fund Policies. To request that such a project be considered for funding, administering agencies must submit a Cost-Effectiveness Worksheet, Project Information Form, and supporting documentation to the Air District for review no later than three months after Air District Board’s approval of the Expenditure Plan. (See the Program Schedule section for further details.) Upon receiving the materials, the Air District will review for administrative approval internally by Air District staff.
Reporting Forms
The following Air District-approved forms will be emailed to the administering agencies or posted on either the Air District’s website at www.baaqmd.gov/tfca4pm or another online platform. • Cost-Effectiveness Worksheet (for new projects, due within six months of Air District Board approval of Expenditure Plan, and for prior year projects, due with the Final Report; see Appendix H) The purpose of the Cost-Effectiveness Worksheet is to calculate estimated (pre-project) and realized (post-project) emissions reduced for each project and to compare the emissions reductions to the TFCA funds invested. Administering agencies must submit a worksheet for each new project and must ensure that the TFCA cost-effectiveness value is equal to or less than the Board-approved TFCA costeffectiveness limit, as specified in Policy #2. Administering agencies must submit a Cost-effectiveness Worksheet in Microsoft Excel format for each project to the Air District pre- and post-project. Postproject evaluations should be completed using the version of the Cost-Effectiveness Worksheet for the year the purchased, installed, or constructed project became available for use by the public.
Instructions for completing the worksheets are found in Appendix H. If you do not use the Air District’s default guidelines to determine a project’s cost-effectiveness, then you must provide documentation and information to support alternative values and assumptions to the Air District for review, evaluation, and approval. Data used to support the project should be the most recent data available. ➢ Pre-project cost-effectiveness worksheets must be submitted in a Microsoft Excel spreadsheet with the filename structure listed below.
o [Last two digits of FYE][abbreviated county code][sequential project number]_CESubmitted-[Project Name].xlsx o Example: 26SC12_CE-Submitted-SanJoseZeroEmissionShuttle.xlsx • Project Information Form (due within six months of Air District Board approval of Expenditure Plan; see Appendix G)
The primary purpose of the Project Information Form is to provide a description of each project funded and other applicable (including technical) information that is not captured in the cost-effectiveness worksheet. A copy of this form and instructions for completing it are found in Appendix G. Project Information Forms must be submitted for all projects requesting funding, and a revised Project Information Form must be submitted whenever changes are approved by the administering agency that affect the information stated on this form.
➢ Information Forms must be submitted in a Microsoft Word document with the filename structure listed below.
o [Last two digits of FYE][abbreviated county code][sequential project number]_ProjInfo- [Project Name].docx
o Example: 26SC12_ProjInfo-SanJoseZeroEmissionShuttle.docx • Biannual Funding Status Report Form (due October 31 and May 31; see Appendix C)
5.12.a
Packet Pg. 397 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 11
This form is used to provide an update on all open and recently closed projects (closed since January 1 for the October 31 report and closed since July 1 for the May 31 report) and report any changes in status for all projects, including cancelled, completed under budget, received supplemental funding, or received a time extension during the previous six months. A sample form is provided in Appendix C. • Final Report Form (due October 31 and May 31 for projects from FYE 2025 and prior years ONLY) A Final Report Form is due at the conclusion of every project. The Final Report Forms are specific to each type of project. Final Report Forms are due to the Air District semi-annually as follows:
➢ Due October 31: Projects that closed Jan 1–Jun 30 (and optionally those closing later) ➢ Due May 31: Projects that closed Jul 1–Dec 31 (and optionally those closing later) • Annual Interim Project Report Form (due October 31 for projects from FYE 2025 and prior years ONLY)
For each active/open project, an Interim Project Report Form is due annually on October 31. This report provides status information on project progress and fund usage.
Administering agencies may also choose to require additional reports from Project Sponsors. ➢
Administration of Project Requests
• Project Extension Request
The administering agency may request a project extension when it finds, based on the Project Sponsor’s application that despite significant progress on the particular project, the Project Sponsor requires additional time to implement the project (beyond the 2 years of project extensions that the administering agency has already granted). The administering agency shall submit that request to the Air District in writing no later than sixty (60) days prior to the end of the project’s Expenditure Deadline.
The administering agency should include the following information in the project extension request letter:
a. Project Number
b. Reason for extension request
c. The date the administering agency’s Funding Agreement ends (this information can be found in Section IV, paragraph 1 of the Funding Agreement (e.g., the corresponding Funding Agreement for fiscal year ending 2026 is 26ALA) Then Air District staff will review the request and project’s status reports. If the project qualifies for the extension request, Air District staff will determine whether the extension request requires an amendment to approve the extension or an administrative approval (option is based on the terms of the Funding Agreement). A project extension is approved once an amendment is executed by both parties, or a confirmation letter of approval from the Air District is received. • Project Modification Request
Project modifications requested by a Project Sponsor can generally be approved or denied at the discretion of the administering agency. The administering agency shall re-evaluate the cost-effectiveness of the project using the most recent worksheet. If the project modification impacts the projected emission reductions, the administering agency should collect the following information from the Project Sponsor:
a. Updated Project Information Form indicating the requested project modification
5.12.a
Packet Pg. 398 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 12
b.a.Updated Cost Effectiveness Worksheet indicating both the change in emission reductions due to the requested modification and the requested modification.
The administering agency is responsible for reviewing the materials to check that the project is still eligible and within the cost-effectiveness limit. Then s/he may determine whether the modification will be recommended for approval. Finally, if the administering agency decides to approve the project modification, s/he must notify the Air District of this decision by email. This email should include (1) a clear description of the project modification request, (2) the updated project information form, (23) updated cost effectiveness worksheet, and (34) a description for why the project is still eligible and compliant with the policies. An administering agency may choose to hold off from approving project modifications until they have consulted with Air District staff.
• Multi-Year Funded Project Request
The administering agency may request to fund a project from multiple program cycles (up to 3 years), or earmark funds up to two future fiscal cycles. The administering agency shall submit the initial request to the Air District no later than three months after the Air District Board’s approval of the Expenditure Plan.
The project must meet the following criteria to qualify as a Multi-Year Funded Project:
a. Project Category is Bikeways or Infrastructure for Trip Reduction b. Project’s completion date is longer than the two-year timeframe traditionally allowed. c. Complies with the TFCA 40% Policies, including the project readiness policy. d. Request occurs before the project has been funded with any TFCA.
The administering agency should include the following information in the initial Multi-Year Funded Project request:
a. Project Number
b. Explanation of how the project meets the Multi-Year Funded Project criteria listed above. c.b. Project Information Form
d.c. Cost Effectiveness Worksheet evaluated using the total award amount (current allocation plus all future proposed allocation). To account for updates in the Cost Effectiveness Worksheet, the evaluation should leave a 15% buffer from the cost effectiveness limit. For instance, a Bikeway project with a cost effectiveness limit of $500,000 would have a buffer of $75,000. In this example, a multi-year bikeway project should not exceed a cost effectiveness limit of $425,000.
e.d.Indicate the portioning of funds for each program year. What is allocated for the current cycle and what is earmarked for future cycle(s)?
f.e. Project schedule (implementation, project service period and final reimbursement).
If the Air District approves the Multi-Year Funded project during the initial year, the Project Sponsor is still required to apply for approval for its earmarked funds during the regular programming cycle. In the subsequent program cycles, the project must still comply with the current policy for that year and provide regular documentation. The inputs for the Cost Effectiveness Worksheet evaluation would still use the total award amount (past funded, current funded, and future earmarked funds).
The project naming convention will be different for subsequent program cycles. The Project Number will be based on the initial Project Number with an added alphanumeric value. If the initial Project Number was 26ALA01, the subsequent project number will be 26ALA01a, 26ALA01b, and so forth. This will help identify the project as a Multi-Year Funded Project for reporting and audit purposes. Only one Final Report will be submitted to close the project. Although the project will be considered one project, the programmed funds will still need to comply with the corresponding policies and funding agreement.
5.12.a
Packet Pg. 399 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 13
Note: All the emission reductions will be attributed to the Project in its initial program year. Subsequent program cycles would allow for funds to be distributed but would not take additional emission reduction credit. Therefore, Multi-Year Funded Projects may not request any project extensions, including the 2 years that the administering agency may grant.
Additional Information
Workshops, Support, and Assistance
When assumptions are unavailable for a project type, administering agencies will need to propose a methodology for the Air District staff to approve. Consulting with the Air District prior to awarding funds minimizes the risk of both funding projects that are not eligible for TFCA funds and awarding more funding to a project than it is eligible for.
Air District Contact
Please direct questions to: JasonJason Newman, Assistant Staff Specialist, [email protected]
5.12.a
Packet Pg. 400 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 14
Appendix A: Guidelines for Eligible TFCA Reimbursable Costs The TFCA-enabling legislation allows vehicle registration fees collected for the program to be used for project implementation costs, as well as administrative project costs. This appendix provides guidance on differentiating and reporting these costs. The Air District will use the definitions and interpretations discussed below in the financial accounting of the TFCA program. The Air District conducts audits on TFCAfunded projects to ensure that the funds have been spent in accordance with the program guidelines and policies.
Project Implementation Costs
Project implementation costs are charges associated with implementing a TFCA-funded project including:
• Documented hourly labor charges (salaries, wages, and benefits) directly and solely related to implementation of the TFCA project;
• Capital equipment and installation costs;
• Shuttle driver labor and equipment maintenance costs; • Contractor labor charges related to the TFCA project; • Travel, training, and associated personnel costs that are directly related to the implementation of the TFCA-funded project (e.g., the cost of training mechanics to service TFCA-funded natural gas clean air vehicles); and
• Indirect costs associated with implementing the project, including reasonable overhead costs incurred to provide a physical place of work (e.g., rent, utilities, office supplies), general support services (e.g., payroll, reproduction), and managerial oversight. Project Sponsors should itemize these costs and, for each item, provide evidence that it supports the implementation of the project.
To determine if an indirect cost falls under the administrative or implementation costs, the reviewer should look at the cost in the larger context of the project type. For example, a printer can be purchased and used for (1) a project which installs a charging station versus (2) an outreach project. In the first instance, the printer is an administrative cost since the printer is not used directly as part of the charging station project; implementing the charging station project can be completed without the printer. In the second instance, the printer could be an implementation cost as a part of the project scope if the printer is used to print outreach materials related to the project; the printer is an integral part of the outreach project.
Administrative Project Costs for Project Sponsors4
Administrative project costs are costs associated with the administration of a TFCA project, and do not include project capital or operating costs, as discussed above. As best practice, we recommend that administrative project costs that are reimbursable to a Project Sponsor are limited to a maximum of 6.25% of the total TFCA funds received.
Administrative project costs are limited to the following activities that have documented hourly labor and overhead costs (salaries, wages, and benefits). Hourly labor charges must be expressed on the basis of hours worked on the TFCA project.
• Costs associated with administering the TFCA Funding Agreement (e.g., responding to requests for information from Air District and processing amendments). Note that costs incurred in preparation of a TFCA application or costs incurred prior to the execution of the Funding Agreement are not eligible for reimbursement;
• Accounting for TFCA funds;
4 This section applies to the Project Sponsor. The Administering Agency’s own administrative costs are discussed in Administering Agencies’ Roles and Responsibilities.
5.12.a
Packet Pg. 401 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 15
• Fulfilling all monitoring, reporting, and record-keeping requirements specified in the TFCA Funding Agreement, including the preparation of reports, and invoices., and final reports; and • Documented indirect administrative costs associated with administrating the project, including reasonable overhead costs of utilities, office supplies, reproduction, and managerial oversight.
These costs should be itemized and for each item provide evidence that it supports the administration of the project.
Reimbursement Procedure
The administering agency must track and monitor Project Sponsors reimbursement costs, including the following:
• Project implementation and administrative project costs that are approved by administering agency shall be described in a Funding Agreement with the Project Sponsor. • The Project Sponsor may seek reimbursement for project implementation and administrative project costs by providing proper documentation with project invoices and proof of payment if costs incurred. Documentation for these costs will show how these costs were calculated, for example, by listing the date when the hours were worked, employees’ job titles, employees’ hourly pay rates, tasks being charged, and total charges. Documentation of hourly charges may be provided with time sheets or any other generally accepted accounting method to allocate and document staff time.
• It is the administering agency’s responsibility to review reimbursement requests for proper documentation, such as itemized timesheets/time tracking, before reimbursing the Project Sponsor.
• All costs reimbursed by TFCA, including Administrative Cost, are required to be included in the CostEffectiveness Worksheet.
5.12.a
Packet Pg. 402 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 16
[1] The “Estimated TFCA funds budgeted for administration” amount is listed for informational purposes only. Per California Health and Safety Code Section 44233, County Program Managers must limit their administrative costs to no more than 6.25% of the actual total revenue received from the Air District.
Appendix B: Sample Expenditure Plan Application
Project Admin (max 6.25%) [1] Total (Project + Admin)
Estimated FYE 2026 DMV revenues (based on projected CY2024 revenues) Line 1 $ $ $
Reconciliation and Reprogrammed Funds Line 2 $ $ $
Reconciliation: Difference between prior-year estimate and actual revenue $ $ $
a. Actual FYE 2024 DMV revenues (based on CY2023) 2a $ $ $ b. Estimated FYE 2024 DMV revenues 2b $ $ $
Reprogrammed: Total available for programming/reprogramming to other projects $ $ $
c. Amount available from previously funded projects 2c $ d. Admin expended in FYE 2024 2d $
e. Interest income earned on TFCA funds in CY 2024 2e $ Move funds available from Admin to Projects (Optional) Line 3 $ - $ - Estimated Total Available TFCA Funds (Sum of Lines 1, 2 and 3) Line 4 $ $ $ Percentage of Estimated Revenue allocated to Administrative Costs (maximum of 6.25%) Previous % from FYE 20243
Expenditure Plan:
Current % for FYE 20265: 6.25%
I certify that, to the best of my knowledge, the information contained in this application is complete and accurate.
Executive Director Signature Date
Administering Agency Name: Summary Information
Address:
5.12.a
Packet Pg. 403 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 17
SUMMARY INFORMATION – ADDENDUM
Complete if there are TFCA Funds available for reprogramming.
Project # Project Sponsor/
Grantee Project Name
$ TFCA
Funds
Allocated
$ TFCA
Funds
Expended
$ TFCA
Funds
Available
Code*
TOTAL TFCA FUNDS AVAILABLE FOR REPROGRAMMING $
(Enter this amount in Part B, Line 2.c. of Summary Information form) * Enter UB (for projects that were completed under budget) and CP (for cancelled projects).
5.12.a
Packet Pg. 404 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 202 6 BAAQMD Transportation Fund for Clean Air Page 18
Appendix C: Sample Funding Status Report Form
5.12.a
Packet Pg. 405 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 19 Appendix D: Board-Adopted Policies Commencing FYE 2026
The following Policies, which was Board approved on November 6, 2024, apply to the Bay Area Air Quality Management District’s (Air District) Transportation Fund for Clean Air (TFCA) 40% Fund, also referred to as the County Program Manager Fund, commencing fiscal year ending (FYE) 2026.
BASIC ELIGIBILITY
1. Reduction of Emissions: Only projects that result in the reduction of motor vehicle emissions within the Air District’s jurisdiction are eligible.
Projects must conform to the provisions of the California Health and Safety Code (HSC) sections 44220 et seq. and these Air District Board of Directors adopted TFCA 40% Fund Policies.
Projects must achieve surplus emission reductions, i.e., reductions that are beyond what is required through regulations, ordinances, contracts, and other legally binding obligations at the time of the execution of a grant agreement between the administering agency and the grantee. Projects must also achieve surplus emission reductions at the time of an amendment to a grant agreement if the amendment modifies the project scope or extends the project completion deadline.
2. TFCA Cost-Effectiveness: Projects must not exceed the maximum cost-effectiveness (C-E) limit specified in Table 1. Cost-effectiveness ($/weighted ton) is the ratio of TFCA funds awarded to the sum of surplus emissions reduced, during a project’s operational period, of reactive organic gases (ROG), nitrogen oxides (NOx), and weighted PM10 (particulate matter 10 microns in diameter and smaller). All TFCA-generated funds (e.g., reprogrammed TFCA funds) that are awarded or applied to a project must be included in the evaluation. For projects that involve more than one independent component (e.g., more than one vehicle purchased, more than one shuttle route), each component must achieve this cost-effectiveness requirement.
Administering agencies’ administrative costs are excluded from the calculation of a project’s TFCA costeffectiveness.
Table 1: Maximum Cost-Effectiveness for TFCA 40% Fund Projects Policy
No.
Project Category Maximum C-E
($/weighted ton)
3 Case-by-Case Approval 250,000
22 Alternative Fuel Light- and Medium-Duty Vehicles 522,000 23 Reserved Reserved
24 Alternative Fuel Heavy-Duty Trucks and Buses 522,000 25 Reserved Reserved
26 Alternative Fuel Infrastructure 500,000
27 Ridesharing Projects – Existing 150,000
28 First- and Last-Mile Connections – Existing
250,000
5.12.a
Packet Pg. 406 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 20
29.a. First- and Last-Mile Connections – Pilot projects not in Priority Areas1 or Priority Development Areas2
(PDAs). These projects will be evaluated every year.
Year 1 - 500,000
Year 2 and beyond - see Policy
#28 service is considered
existing
First- and Last-Mile Connections – Pilot shuttle
projects located in Highly Impacted Communities as
defined in the Air District Priority Areas and/or a
Planned or Potential PDA may receive TFCA Funds
under the Pilot designation. These projects will be
evaluated every year.
Years 1 & 2 - 500,000
Year 3 and beyond - see Policy
#28 service is considered
existing
29.b. Pilot Trip Reduction 500,000
30.a. Bicycle Parking 250,000
30.b. Bikeways 500,000
31 Bike Share 500,000
32 Reserved Reserved
33 Infrastructure Improvements for Trip Reduction 500,000 34 Telecommuting 150,000
1 Priority Areas include communities identified through the Assembly Bill (AB) 617 (2017) process; and Priority Populations as defined by SB 535 disadvantaged communities and AB 1550 low-income communities. 2 Priority Development Areas are designated areas within existing communities and near public transit that are planned for new homes, jobs, and community amenities. These areas have been identified and approved by local cities or counties for future growth and have been identified in the region’s long-range plan, developed by the Association of Bay Area Governments and the Metropolitan Transportation Commission.
3. Eligible Projects and Case-by-Case Approval: Eligible projects are those that conform to the provisions of the HSC section 44241, Air District Board-adopted policies, and Air District guidance. On a case-by-case basis, agencies that administer the 40% funds may receive approval by the Air District for projects that are authorized by the HSC section 44241 and achieve Board-adopted TFCA cost-effectiveness but do not fully meet other Board-adopted Policies.
4. Consistent with Existing Plans and Programs: All projects must comply with the Transportation Control and Mobile Source Control Measures included in the Air District's most recently approved strategies for achieving and maintaining State and national ozone standards (2017 Clean Air Plan), those plans and programs established pursuant to HSC sections 40233, 40717, and 40919; and, when specified, other adopted federal, State, regional, and local plans and programs.
5. Eligible Recipients: Grant recipients must be responsible for the implementation of the project, have the authority and capability to complete the project, and be an applicant in good standing with the Air District (Policies #8-10).
a. Public agencies are eligible to apply for all project categories. b. Non-public entities are eligible to apply for only new alternative-fuel (light, medium, and heavy-duty) vehicle and infrastructure projects, and advanced technology demonstrations that are permitted pursuant to HSC section 44241(b)(7).
6. Readiness: Projects must commence within 12 months from the date of execution of the funding agreement with the subgrantee. If the project is sponsored directly by the agency that administers the 40% funds, the project must commence within 12 months from the date of the agency’s project
5.12.a
Packet Pg. 407 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 21 allocation. For purposes of this policy, “commence” means a tangible preparatory action taken in connection with the project’s operation or implementation, for which the grantee can provide documentation of the commencement date and action performed. “Commence” includes, but is not limited to, the issuance of a purchase order to secure project vehicles and equipment, commencement of first- and last-mile connections and ridesharing service, or the delivery of the award letter for a construction contract.
Prior to contract execution with the subgrantee, projects must have completed all applicable environmental reviews and must have been either deemed exempt by the lead agency or issued the applicable negative declaration, environmental impact report, or statement.
7. Maximum Two Years Operating Costs for Service-Based Projects: Unless otherwise specified in policies #22 through #33, TFCA 40% Funds may be used to support up to two years of operating costs for servicebased projects (e.g., ridesharing, first- and last-mile connections service). Grant applicants that seek TFCA funds for additional years must reapply for funding in the subsequent funding cycles.
APPLICANT IN GOOD STANDING
8. Independent Air District Audit Findings and Determinations: Grantees who have failed either the financial statement audit or the compliance audit for a prior TFCA-funded project awarded are excluded from receiving an award of any TFCA funds for three (3) years from the date of the Air District’s final audit determination in accordance with HSC section 44242 or for a duration determined by the Air District Air Pollution Control Officer (APCO). Existing TFCA funds already awarded to the project sponsor will not be released until all audit recommendations and remedies have been satisfactorily implemented.
A failed financial statement audit means a final audit report that includes an uncorrected audit finding that confirms an ineligible expenditure of TFCA funds. A failed compliance audit means an uncorrected audit finding that confirms a program or project was not implemented in accordance with the applicable Funding Agreement or grant agreement.
A failed financial statement or compliance audit of the administering agency or its grantee may subject the administering agency to a reduction of future revenue in an amount equal to the amount which was inappropriately expended pursuant to the provisions of HSC section 44242(c)(3).
9. Authorization for Administering Agency to Proceed: Only a fully executed Funding Agreement (i.e., signed by both the Air District and the administering agency) constitutes the Air District’s award of TFCA 40% Funds. Agencies may incur costs (i.e., contractually obligate itself to allocate the 40% Funds) only after the Funding Agreement with the Air District has been executed.
10. Maintain Appropriate Insurance: Both the administering agency and each grantee must obtain and maintain general liability insurance, workers compensation insurance, and additional insurance as appropriate for specific projects, with required coverage amounts provided in Air District guidance and final amounts specified in the respective grant agreements.
INELIGIBLE PROJECTS
11. Duplication: Projects that have previously received any TFCA funds, e.g., TFCA Regional Funds or TFCA 40% Funds, and that do not propose to achieve additional emission reductions are not eligible.
12. Planning Activities: The costs of preparing or conducting feasibility studies are not eligible. Planning activities are not eligible unless they are directly related to the implementation of a specific project or program.
13. Reserved.
5.12.a
Packet Pg. 408 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 22
14. Cost of Developing Proposals and Grant Applications: The costs to prepare proposals and/or grant applications are not eligible.
USE OF TFCA FUNDS
15. Combined Funds: TFCA 40% Funds may not be combined with TFCA Regional Funds to fund a project.
Projects that are funded by the TFCA 40% Fund are not eligible for additional funding from other funding sources that claim emissions reduction credits. However, TFCA 40% fund projects may be combined with funds that do not require emissions reductions for funding eligibility.
16. Administrative Costs: The administering agency may not expend more than 6.25 percent of its TFCA 40% Funds for its administrative costs. The agency’s costs to prepare and execute its Funding Agreement with the Air District are eligible administrative costs. Interest earned on TFCA 40% Funds shall not be included in the calculation of the administrative costs. To be eligible for reimbursement, administrative costs must be clearly identified in the expenditure plan application and in the Funding Agreement, and must be reported to the Air District.
17. Expend Funds within Two Years: TFCA 40% Funds must be expended within two (2) years of receipt of the first transfer of funds from the Air District to the administering agency in the applicable fiscal year, unless it has made the determination based on an application for funding that the eligible project will take longer than two years to implement. Additionally, an administering agency may, if it finds that significant progress has been made on a project, approve no more than two one-year schedule extensions for a project. Any subsequent schedule extensions for projects can only be given on a caseby-case basis, if the Air District finds that significant progress has been made on a project.
18. Unallocated Funds: Pursuant to HSC 44241(f), any TFCA 40% Funds that are not allocated to a project within six months of the Air District Board of Directors approval of the administering agency’s Expenditure Plan may be allocated to eligible projects by the Air District. The Air District shall make reasonable effort to award these funds to eligible projects in the Air District within the same county from which the funds originated.
19. Reserved.
20. Reserved.
21. Reserved.
ELIGIBLE PROJECT CATEGORIES
Clean Air Vehicle Projects
22. Alternative Fuel Light- and Medium-Duty Vehicles:
These projects are intended to accelerate the deployment of zero- and partial-zero emissions motorcycles, cars, and light-duty vehicles. All of the following conditions must be met for a project to be eligible for TFCA funds:
a. Vehicles must have a gross vehicle weight rating (GVWR) of 8,500 lbs. or lower; b. Vehicles may be purchased or leased;
c. Eligible vehicle types include plug-in hybrid-electric, plug-in electric, fuel cell vehicles, and neighborhood electric vehicles (NEV) as defined in the California Vehicle Code. Vehicles must also be approved by the CARB;
d. Vehicles that are solely powered by gasoline, diesel, or natural gas, and retrofit projects are not eligible;
5.12.a
Packet Pg. 409 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 23 e. The total amount of TFCA funds awarded may not exceed 90% of the project’s eligible cost; the sum of TFCA funds awarded with all other grants and applicable manufacturer and local/state/federal rebates and discounts may not exceed total project costs; f. Grantees may request authorization of up to 100% of the TFCA Funds awarded for each vehicle to be used to pay for costs directly related to the purchase and installation of alternative fueling infrastructure and/or equipment used to power the new vehicle; and g. Projects that seek to scrap and replace a vehicle may qualify for additional TFCA funding.
Costs related to the scrapping and/or dismantling of the existing vehicle are not eligible for reimbursement with TFCA funds.
23. Reserved.
24. Alternative Fuel Heavy-Duty Trucks and Buses:
These projects are intended to accelerate the deployment of qualifying alternative fuel vehicles that operate within the Air District’s jurisdiction by encouraging the replacement of older, compliant trucks and buses with the cleanest available technology. If replacing heavy-duty vehicles and buses with lightduty vehicles, light-duty vehicles must meet Policy #22. All of the following conditions must be met for a project to be eligible for TFCA Funds:
a. Each vehicle must be new and have a GVWR greater than 8,500 lbs.; b. Vehicles may be purchased or leased;
c. Eligible vehicle types include plug-in hybrid, plug-in electric, and fuel cell vehicles. Vehicles must also be approved by the CARB;
d. Vehicles that are solely powered by gasoline, diesel, or natural gas and retrofit projects are not eligible;
e. The total amount of TFCA funds awarded may not exceed 100% of the project’s eligible cost for School Buses and 90% of the project’s eligible cost for all other vehicle types; the sum of TFCA funds awarded combined with all other grants and applicable manufacturer and local/state/federal rebates and discounts may not exceed total project costs; f. Grantees may request authorization of up to 100% of the TFCA Funds awarded for each vehicle to be used to pay for costs directly related to the purchase and installation of alternative fueling infrastructure and/or equipment used to power the new vehicle; and g. Projects that seek to scrap and replace a vehicle may qualify for additional TFCA funding.
Costs related to the scrapping and/or dismantling of the existing vehicle are not eligible for reimbursement with TFCA funds.
25. Reserved.
26. Alternative Fuel Infrastructure: These projects are intended to accelerate the adoption of zero-emissions vehicles through the deployment of alternative fuel infrastructure, i.e., electric vehicle charging sites, hydrogen fueling stations.
Eligible refueling infrastructure projects include new dispensing and charging facilities, or additional equipment or upgrades and improvements that expand access to existing alternative fuel fueling/charging sites. This includes upgrading or modifying private fueling/charging sites or stations to allow public and/or shared fleet access. TFCA funds may be used to cover the cost of equipment and installation. TFCA funds may also be used to upgrade infrastructure projects previously funded with TFCA funds as long as the equipment was maintained and has exceeded the duration of its useful life after being placed into service.
5.12.a
Packet Pg. 410 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 24 Equipment and infrastructure must be designed, installed, and maintained as required by the existing recognized codes and standards and as approved by the local/state authority.
TFCA funds may not be used to pay for fuel, electricity, operation, and maintenance costs.
Trip Reduction Projects
27. Existing Ridesharing Services: The project provides carpool, vanpool, or other rideshare services.
Projects that provide a direct or indirect financial transit or rideshare subsidy are also eligible under this category. Projects that provide a direct or indirect financial transit or rideshare subsidy exclusively to employees of the grantee are not eligible.
28. Existing First- and Last-Mile Connections:
The project reduces single-occupancy vehicle trips by providing short-distance connections between mass transit and commercial hubs or employment centers. All the following conditions must be met for a project to be eligible for TFCA funds:
a. The service must provide direct connections between stations (e.g., rail stations, ferry stations, Bus Rapid Transit (BRT) stations, or airports) and a distinct commercial or employment location.
b. The service’s schedule, which is not limited to commute hours, must be coordinated to have a timely connection with corresponding mass transit service. c. The service must be available for use by all members of the public. d. TFCA funds may be used to fund only shuttle services to locations that are under-served and lack other comparable service. For the purposes of this policy, “comparable service” means that there exists, either currently or within the last three years, a direct, timed, and publicly accessible service that brings passengers to within one-third (1/3) mile of the proposed commercial or employment location from a mass transit hub. A proposed service will not be deemed “comparable” to an existing service if the passengers’ proposed travel time will be at least 15 minutes shorter and at least 33% shorter than the existing service’s travel time to the proposed destination.
e. Reserved.
f. Grantees must be either: (1) a public transit agency or transit district that directly operates the service; or (2) a city, county, or any other public agency. g. If an applicant is not the only transit agency serving the area, the applicant(s) must submit a letter of concurrence from all transit districts or transit agencies that provide service in the area of the proposed route, certifying that the service does not conflict with existing service. h. Each route must meet the cost-effectiveness requirement in Policy #2.
29. Pilot Projects:
a. Pilot First- and Last-Mile Connections:
The project provides new first- and last-mile connections service that is at least 70% unique and operates where no other service was provided within the past three years. In addition to meeting the conditions listed in Policy #28 for First- and Last-Mile Connections, project applicants must also comply with the following application criteria and agree to comply with the project implementation requirements:
i. Demonstrate the project will reduce single-occupancy vehicle trips and result in a reduction in emissions of criteria pollutants.
5.12.a
Packet Pg. 411 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 25 ii. Provide data and/or other evidence demonstrating the public’s need for the service, such as a demand assessment survey and letters of support from potential users. iii. Provide a written plan showing how the service will be financed in the future and require minimal, if any, TFCA funds to maintain its operation after the pilot period. iv. If the local transit provider is not a partner, the applicant must demonstrate that they have attempted to have the service provided by the local transit agency. The transit provider must have been given the first right of refusal and determined that the proposed project does not conflict with existing service; v. Projects located in the Air District Priority Areas and/or a Planned or Potential PDA may receive a maximum of two years of TFCA 40% Funds under the Pilot designation.
For these projects, the project applicants understand and must agree that such projects will be evaluated every year, and continued funding will be contingent upon the projects meeting the following requirements:
1. During the first year and by the end of the second year of operation, projects must not exceed a cost-effectiveness of $500,000/ton
2. Projects entering a third year of operation and beyond are subject to all of the requirements, including cost-effectiveness limit, of Policy #28 (existing First- and Last-Mile Connections).
vi. Projects located outside of Priority Areas and PDAs may receive a maximum of two years of TFCA 40% Funds under this designation. For these projects, the project applicant understands and must agree that such projects will be evaluated every year, and continued funding will be contingent upon the projects meeting the following requirements:
1. By the end of the first year of operation, projects shall meet a costeffectiveness of $500,000/ton, and
2. By the end of the second year of operation, projects shall meet all of the requirements, including cost-effectiveness limit, of Policy #28 (existing Firstand Last-Mile Connections). b. Pilot Trip Reduction:
The project reduces single-occupancy commute vehicle trips by encouraging mode-shift to other forms of shared transportation. Pilot projects are defined as projects that serve an area where no similar service was available within the past three years, or that will result in significantly expanded service to an existing area. Funding is designed to provide the necessary initial capital to a public agency for the start-up of a pilot project so that by the end of the third year of the trip reduction project’s operation, the project will be financially self-sustaining or require minimal public funds, such as grants, to maintain its operation. i. Applicants must demonstrate the project will reduce single-occupancy commute vehicle trips and result in a reduction in emissions of criteria pollutants; ii. The proposed service must be available for use by all members of the public; iii. Applicants must provide a written plan showing how the service will be financed in the future and require minimal, if any, TFCA funds to maintain its operation by the end of the third year;
iv. If the local transit provider is not a partner, the applicant must demonstrate that they have attempted to have the service provided by the local transit agency. The
5.12.a
Packet Pg. 412 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 26 transit provider must have been given the first right of refusal and determined that the proposed project does not conflict with existing service; v. Applicants must provide data and any other evidence demonstrating the public’s need for the service, such as a demand assessment survey and letters of support from potential users;
vi. Pilot trip reduction projects that propose to provide ridesharing service projects must comply with all applicable requirements in policy #27.
30. Bicycle Projects:
These projects expand public access to bicycle facilities. New bicycle facility projects or upgrades to an existing bicycle facility that are included in an adopted countywide bicycle plan, Congestion Management Program (CMP), countywide transportation plan (CTP), city plan, or the Metropolitan Transportation Commission’s (MTC) Regional Bicycle Plan and/or Regional Active Transportation Plan are eligible to receive TFCA funds. Projects that are included in an adopted city general plan or area-specific plan must specify that the purpose of the bicycle facility is to reduce motor vehicle emissions or traffic congestion. a. Bicycle Parking:
The project expands the public’s access to new or upgraded bicycle parking facilities (e.g., electronic bicycle lockers, bicycle racks), which must be publicly accessible and available for use by all members of the public. Eligible projects are limited to the purchase and installation of the following types of bike parking facilities that result in motor vehicle emission reductions:
i. New bicycle racks, including bicycle racks on transit buses, trains, shuttle vehicles, and ferry vessels;
ii. New electric bicycle lockers or upgrades to electronic bicycle lockers from bicycle racks; and
iii. Capital costs to construct new bicycle storage facilities or upgrade to bicycle storage facilities from bicycle racks.
b. Bikeways:
The project constructs and/or installs bikeways for the purpose of reducing motor vehicle emissions or traffic congestion. Bikeways for exclusively recreational use are ineligible.
Projects are limited to the following types of bikeways:
i. Class I Bikeway (e.g., bike path, multi-use path), new or upgrade improvement from Class II or Class III bikeway;
ii. New Class II Bikeway (e.g., bike lane, buffered bike lane) or upgrade improvement from either a Class III or a Class II (non-buffered) to a Class II buffered bike lane; iii. New Class III Bikeway (e.g., bike route, bicycle boulevards); and iv. Class IV Bikeway (e.g., separated bikeway, protected bikeway), new or upgrade improvement from Class II or Class III bikeway.
All bikeway projects must follow applicable local and state standards.
31. Bike Share:
Projects that make bicycles available to individuals for shared use for completing first- and last-mile trips in conjunction with regional transit and stand-alone short distance trips are eligible for TFCA funds, subject to all the following conditions:
5.12.a
Packet Pg. 413 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 27 a. Projects must either increase the fleet size of existing service areas or expand existing service areas to include new Bay Area communities.
b. Projects must have a completed a suitability study demonstrating the viability of bicycle sharing.
c. Projects must have shared membership and/or be interoperable with the Bay Area Bike Share (BABS) project when they are placed into service, in order to streamline transit for end users by reducing the number of separate operators that would comprise bike trips. Projects that meet one or more of the following conditions are exempt from this requirement:
i. Projects that do not require membership or any fees for use; ii. Projects that were provided funding under MTC’s Bike Share Capital Program to start a new or expand an existing bike share program; or
iii. Projects that attempted to coordinate with, but were refused by, the current BABS operator to have shared membership or be interoperable with BABS. Applicants must provide documentation showing proof of refusal.
TFCA funds may be awarded to pay for up to five years of operations, including the purchase of bicycles or tricycles (self-propelled or electric), plus mounted equipment required for the intended service and helmets.
32. Reserved
33. Infrastructure Improvements for Trip Reduction:
Projects that achieve motor vehicle emission reductions that expand the public’s access to alternative transportation modes through the design and construction of physical improvements. a. The project must be identified in an approved area-specific plan, redevelopment plan, general plan, bicycle plan, pedestrian plan, traffic-calming plan, or other similar plan. b. The project must implement one or more transportation control measures (TCMs) in the most recently adopted Air District plan for State and national ambient air quality standards. c. The project must have a completed and approved environmental plan. If a project is exempt from preparing an environmental plan as determined by the public agency or lead agency, then that project has met this requirement. Examples of projects that are eligible under this policy include but are not limited to installation of new ferry terminal stations or berths, and construction for improving pedestrian access (e.g., sidewalks, overpasses).
34. Telecommuting: Implementation of demonstration projects in telecommuting. No funds expended under this policy shall be used for the purchase of personal computing equipment for an individual's home use.
5.12.a
Packet Pg. 414 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 28 Appendix E: Glossary of Terms
The following is a glossary of terms found in the TFCA 40% Fund Policies:
Community Air Risk Evaluation (CARE) Areas – Areas identified where air pollution contributes most to health impacts and where populations are most vulnerable to air pollution.
Environmental plan - A completed and approved plan to mitigate environmental impacts as required by the result of the review process of all applicable local, state, and federal environmental reviews (e.g., CEQA, NEPA). For the purpose of the TFCA 40% Fund, projects requiring a completed and approved environmental plan must complete all required environmental review processes. Any project that is exempt from preparing an environmental plan, as determined by an environmental review process, has met the requirement of having a completed and approved environmental plan.
Final audit determination - The determination by the Air District of a administering agency’s or Project Sponsor’s TFCA program or project, following completion of all procedural steps set forth in HSC section 44242(a) – (c).
Funding Agreement - The agreement executed by and between the Air District and the administering agency for the allocation of TFCA 40% Funds for the respective fiscal year.
Grant Agreement - The agreement executed by and between the administering agency and a Project Sponsor.
Implementation Period – Status starts once Grant Agreement has been executed and project is being implemented. Status ends once Operational Period starts, i.e. once a service project starts its operation, a vehicle/equipment/facility project is purchased, installed, constructed, and placed into public service.
Operational Period –This status starts once a project has completed installation/construction/ procurement and has placed equipment/vehicles/facilities into public service and ends once years of effectiveness has been met. For service projects, the operational period starts when the project starts providing service and ends once project has met its years of effectiveness.
Priority Areas - Communities identified through the Assembly Bill (AB) 617 (2017) process; and Priority Populations as defined by SB 535 disadvantaged communities and AB 1550 low-income communities.
Priority Development Areas (PDAs) – Areas within existing communities that local city or county governments have identified and approved for future growth. These areas typically are accessible by one of more transit services, and are often located near established job centers, shipping districts, and other services.
Project Completion Date – Date the project scope is estimated to be completed. See Appendix H for difference between service and infrastructure projects.
Project Sponsor - Recipient of an award of TFCA Funds from the administering agency to carry out a TFCA project and who executes a grant agreement with the administering agency to implement that project. A project sponsor is also known as a grantee.
Project Useful Life (see Years of Effectiveness)
TFCA funds - Project Sponsor’s allocation of funds, or grant, pursuant to an executed grant agreement awarded pursuant to the TFCA 40% Fund Funding Agreement.
TFCA-generated funds - The Transportation Fund for Clean Air (TFCA) program funds generated by the $4 surcharge on motor vehicle registration fees that are allocated through the TFCA 60% Fund and the TFCA 40% Fund.
Weighted PM10 - Weighted particulate matter less than 10 microns in diameter (PM10) is calculated by multiplying the tailpipe PM emissions by a factor of 20, which is consistent with CARB methodology for estimating PM10 emissions for the Carl Moyer Program.
Years of Effectiveness - Equivalent to the administrative period of the grant and used in calculating a project’s Cost Effectiveness. This is different than how long the project will physically last.
5.12.a
Packet Pg. 415 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 29 Appendix F: Insurance Guidelines
This appendix provides guidance on the insurance coverage and documentation typically required for TFCA 40% Fund projects. Note that the Air District reserves the right to specify different types or levels of insurance in the Funding Agreement.
The typical Funding Agreement requires that each Project Sponsor provide documentation showing that they meet the following requirements for each of their projects. The administering agency is not required to meet these requirements itself, unless it is acting as a Project Sponsor.
1. Liability Insurance:
Corporations and Public Entities - a limit of not less than $1,000,000 per occurrence. Such insurance shall be of the type usual and customary to the business of the Project Sponsor, and to the operation of the vehicles, engines or equipment operated by the Project Sponsor.
Single Vehicle Owners - a limit of not less than $750,000 per occurrence. Such insurance shall be of the type usual and customary to the business of the Project Sponsor, and to the operation of the vehicles, engines or equipment operated by the Project Sponsor.
2. Property Insurance:
New Equipment Purchases - an amount of not less than the insurable value of Project Sponsor’s vehicles, engines or equipment funded under this Agreement, and covering all risks of loss, damage or destruction of such vehicles, engines or equipment.
Retrofit Projects - 2003 model year vehicles or engines or newer in an amount of not less than the insurable value of Project Sponsor’s vehicles, engines or equipment funded under this Agreement, and covering all risks of loss, damage or destruction of such vehicles, engines or equipment.
3. Workers Compensation Insurance:
Construction projects – including but not limited to bike/pedestrian paths, bike lanes, smart growth and vehicle infrastructure, as required by California law and employers’ insurance with a limit not less than $1 million.
4. Acceptability of Insurers:
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A: VII. The Air District may, at its sole discretion, waive or alter this requirement or accept self-insurance in lieu of any required policy of insurance.
The following table lists the type of insurance coverage generally required for each project type. The requirements may differ in specific cases. Administering agencies should contact the Air District liaison with questions, especially about unusual projects.
5.12.a
Packet Pg. 416 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 30 Project Category Liability Property
Workers
Compensation
Vehicle purchase and lease X X
Engine retrofits X X
Operation of shuttle services X X
Operation of vanpools X
Construction of bike/pedestrian path or overpass X X
Construction of bike lanes X X
Construction of cycle tracks/separated bikeways X X
Construction of smart growth/traffic calming projects X X Construction of vehicle fueling/charging infrastructure X X X Arterial management/signal timing X X
Purchase and installation of bicycle lockers and racks X X X Transit marketing programs X
Ridesharing projects X X
Bike Share projects X X X
Transit pass subsidy or commute incentives X
Guaranteed Ride Home Program X
5.12.a
Packet Pg. 417 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 31 Appendix G: Sample Project Information Form
A. Project Number:
Use consecutive numbers for projects funded, with year, county code, and number, e.g., 24MAR01, 24MAR02 for Marin County. Zero (e.g., 24MAR00) is reserved for 40% TFCA funds allocated for administration costs.
B. Project Title: ________________________________
Provide a concise, descriptive title for the project (e.g., “Elm Ave. Signal Interconnect” or “Purchase Ten Gasoline-Electric Hybrid Light-Duty Vehicles”).
C. Project Category (project will be evaluated under this category): _________________ D. TFCA 40% Funds Allocated: $__________________
E. TFCA Regional Funds Awarded (if applicable): $______________ F. Total TFCA Funds Allocated (sum of C and D): $______________ G. Total Project Cost: $________________
H. Project Description:
Project Sponsor will use TFCA funds to _________. Include information sufficient to evaluate the eligibility and cost-effectiveness of the project. Please provide answers for who, what, when, and where for the project. Examples of the information needed include but are not limited to: what will be accomplished by whom, how many pieces of equipment are involved, how frequently it is used, the location, the length of roadway segments, the size of target population, etc. Background information should be brief. For shuttle/feeder bus projects, indicate the hours of operation, frequency of service, and rail station and employment areas served.
I. Final Report Content: Final Report form and final Cost Effectiveness Worksheet Reference the appropriate Final Report form that will be completed and submitted after project completion. See www.baaqmd.gov/tfca4pm for a listing of the following reporting forms:
• Trip Reduction
• Clean Air Vehicles
• Bicycle Projects
• Arterial Management Projects
• Repower and Retrofit
J. Attach a completed Cost-Effectiveness Worksheet and any other information used to evaluate the proposed project. For example, for vehicle projects, include the California Air Resources Board Executive Orders for all engines and diesel emission control systems. Note, Cost-Effectiveness Worksheets are not needed for an administering agency’s own administrative costs.
K. Has or will this project receive any other TFCA funds, such as Regional Funds? L. Confirm that the project is not required by regulation, contract, or policy.
M. Based on the nature of the project, is the Air District logo requirement to acknowledge the Air District as a funding source applicable?
☐ Yes.
☐ No. Please explain:___________________________________________________ N. Comments (if any):
5.12.a
Packet Pg. 418 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 32 O. Please indicate if the project is located in a SB535 Disadvantaged Community and/or AB1550 Low-income Community (Please use the map to find your project’s location:
https://ww3.arb.ca.gov/cc/capandtrade/auctionproceeds/communityinvestments.htm) Section 2. Project Category Specific Questions
P. If a ridesharing, first- and last-mile connections service, pilot trip reduction, transit information, telecommuting or infrastructure improvement project, explain how the number of vehicle trips that will be reduced by the project was estimated, and provide supporting information and data to justify the estimate. For example, if the Project Sponsor is not using default assumptions, they should provide data based on a pre-project survey, focus groups, or other sources to document user demand, pre-project mode of travel, average length of vehicle trip, etc.
Q. If an alternative fuel vehicle project, provide the following information:
a. Vehicle type (e.g., plug-in hybrid-electric, fuel cell vehicles) b. Gross Vehicle Weight Rating
c. New vehicle or replacement project? A project is a replacement project if the existing vehicle is operational and will be scrapped for the sole purpose of the project. d. If this is a new vehicle project, explain how the anticipated usage (miles per year) for the vehicles were estimated.
R. If a first- and last-mile connections service project, confirm that the service will comply with all the following requirements:
☐ Service connects directly to a transit station and a distinct commercial or employment location. ☐ Service schedule coordinates with the mass transit’s schedule. ☐ Service is available for use by all members of the public. ☐ Service is at least 70% unique and operates where no other service was provided within the past three years.
S. If a pilot trip reduction project, confirm that the project complies with all the following requirements:
☐ Project will reduce single‐occupancy vehicle trips and result in a reduction in emissions of criteria pollutants. ☐ Service is available for use by all members of the public. ☐ Applicant provided a written plan showing how the service will be financed in the future and require minimal, if any, TFCA funds to maintain its operation by the end of the third year. ☐ If the local transit provider is not a partner, the applicant demonstrated that they have attempted to have the service provided by the local transit agency. The transit provider was given the first right of refusal and determined that the proposed project does not conflict with existing service. ☐ Applicant provided data and/or other evidence demonstrating the public’s need for the service, such as a demand assessment survey and letters of support from potential users. ☐ Service is at least 70% unique and operates where no other service was provided within the past three years.
T. If a bicycle parking project, answer the following questions:
a. What plan is the project referenced in?
b. Will the project be publicly accessible and available for use by all members of the public? U. If a bikeway project, answer the following questions:
a. What plan is the project referenced in?
b. Will the project be publicly accessible and available for use by all members of the public? c. If applicable, will the project be consistent with design standards published in the California Highway Design Manual or conform to the provisions of the Protected Bikeway Act of 2014?
5.12.a
Packet Pg. 419 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 33 d. Has the project completed all applicable environmental reviews and either have been deemed exempt by the lead agency or have been issued the applicable negative declaration or environmental impact report or statement?
V. If a bike share project, confirm that the project complies with all the following requirements:
☐ Project either increases the fleet size of existing service areas or expands existing service areas to include new Bay Area communities.
☐ Project completed and approved an environmental plan and a suitability study demonstrating the viability of bicycle sharing.
• Project has shared membership and/or is interoperable with the Bay Area Bike Share (BABS) project when they are placed into service. Please select the choice that best describes the project:
☐ Interoperable with BABS
☐ Exempt from requirement for the following reason(s):
☐ i. Projects that do not require membership or any fees for use; ☐ ii. Projects that were provided funding under MTC’s Bike Share Capital Program to start a new or expand an existing bike share program; or
☐ iii. Projects that attempted to coordinate with, but were refused by, the current BABS operator to have shared membership or be interoperable with BABS. Applicants must provide documentation showing proof of refusal.
W. If an infrastructure improvement for trip reduction project, answer the following questions:
a. What plan is the project referenced in?
b. Which transportation control measure from the most recently adopted Air District plan is the project implementing?
c. Has the project completed all applicable environmental reviews and either have been deemed exempt by the lead agency or have been issued the applicable negative declaration or environmental impact report or statement?
X. If an alternative fuel infrastructure project, confirm that the project complies with all the following requirements:
☐ Project must be designed, installed, and maintained as required by the existing recognized codes and standards and as approved by the local/state authority. ☐ Project funds awarded will not be used to pay for fuel, electricity operation, or maintenance costs. • Please clarify the infrastructure project’s primary purpose (select all that apply):
☐ charge vehicles 14,000 lbs and less
☐ charge vehicles 14,001 lbs and more
☐ serve private fleet
☐ available for public use
☐ other (please specify): ___________________________
5.12.a
Packet Pg. 420 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 34 Appendix H: Instructions for Cost-Effectiveness Worksheets Cost-Effectiveness Worksheets are used to calculate project emission reductions and TFCA cost-effectiveness (TFCA $/ton of emission reductions). Administering agencies must submit Cost-Effectiveness Worksheets for each new project and each project receiving additional TFCA funds , along with Project Information Forms, no later than six months after Air District Board approval of the administering agency’s Expenditure Plan.
Administering agencies must also submit Worksheets with Final Report Forms as follows:
➢ For service projects (e.g., ridesharing, shuttle, bike share projects), post-project evaluations should be completed using the Cost-Effectiveness Worksheet version from the year service was available to the public. (This version may be the same as the one used in the pre-project evaluation).
➢ For all other projects (e.g. vehicle replacement, EV charging station), post-project evaluations should be completed using the version of the Cost-Effectiveness Worksheet for the year the purchased, installed, or constructed project became available for use by the public.
The Air District provides Microsoft Excel worksheets for download on their Box account (link is provided via email to the administering agencies). Worksheets must be completed for all project types with the exception of TFCA administering agency’s administrative costs.
Make entries in the yellow-shaded areas only in the worksheets. Begin each new filename with the application number (e.g., 24MAR04) as described below. Each worksheet contains separate tabs for:
Instructions (no user input), General Information, Calculations, Notes and Assumptions, and Emission Factors (no user input).
Administering agencies must provide all relevant assumptions used to determine the project’s costeffectiveness in the Notes & Assumptions tab. If an administering agency seeks to use different default values or methodologies, it is advisable that they consult with the Air District before project approval, in order to avoid the risk of funding projects that are not eligible for TFCA funds. Please note, alternative data or methodologies are required to be supported by documentation or data.
Worksheet Name Project Type
Trip Reduction FYE 2026
• Ridesharing
• Shuttles
• Bicycle Parking, Bikeways, Bike Share
• Smart Growth, Traffic Calming, Transit Bus Signal Priority (also for Transit Rail Vehicles)
• Pilot Trip Reduction
• Telecommuting
Vehicles 14,000 lbs & less FYE
2026
• Alternative-Fuel Light-Duty and Light Heavy-Duty Vehicles • Alternative Fuel Infrastructure (for private fleet)
Vehicles 14,001 lbs + FYE 2026
• Alternative-Fuel Low-Mileage Utility Trucks - Idling Service • Alternative-Fuel Heavy-Duty Trucks, Buses
• Alternative Fuel Infrastructure (for private fleet)
EV Infrastructure FYE 2026
• EV charging infrastructure projects that do not involve private fleet. Note: Contact the Air District for projects that support vehicles that are 14,001 lbs +.
5.12.a
Packet Pg. 421 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 35 The Air District encourages administering agencies to assign the shortest duration possible for the # Years Effectiveness value for a project to meet the cost-effectiveness requirement. This practice will help to minimize both the Project Sponsor and the administering agency’s administrative burdens.
5.12.a
Packet Pg. 422 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 36 Instructions Specific to Each Project Type
Ridesharing and Shuttle Projects
Two key components in calculating cost-effectiveness are the number of vehicle trips eliminated per day and the trip length. The number of vehicle trips eliminated is the number of trips by participants that would have driven as a single occupant vehicle if not for the service; it is not the same as the total number of riders or participants. A frequently used proxy is the percentage of survey respondents who report that they would have driven alone if not for the service provided.
For calculating the length of trip, only use the length of the vehicle trip avoided by only the riders that otherwise would have driven alone.
In addition, each shuttle route must meet the cost-effectiveness criteria (Policy #2). If a project consists of more than one route, one worksheet should be submitted with all routes listed, and a separate worksheet must be prepared showing the cost-effectiveness of each route (i.e., as determined by that route’s ridership, funding allocation, etc.).
Annually funded service projects with a one-year project useful life, or one Year of Effectiveness, and that do propose surplus emissions reduction may continue receiving funds.
Note that MTC’s regional rideshare program (i.e., 511.org) provides funding to counties. This funding may also contain some TFCA funding, which, if used in combination with this TFCA funding, may violate Policy 11. Duplication.
Pilot Trip Reduction Projects
Two key components in calculating cost-effectiveness are the number of vehicle trips eliminated per day and the trip length. The number of vehicle commute trips eliminated is the number of trips by participants that would have driven as a single occupant vehicle if not for the service; it is not the same as the total number of riders or participants. If a survey was conducted on potential demand, a frequently used proxy is the percentage of survey respondents who report that they would have driven alone if not for the service provided. If survey data is not available, alternative supporting documentation must be provided to justify the inputs used in the cost-effectiveness worksheet. For calculating the length of trip, only use the length of the vehicle trip avoided by only the riders that otherwise would have driven alone. For the post-project CE worksheet, the project sponsor should provide similar data to support their post-project vehicle trips eliminated count.
Transit Signal Priority Projects
For the length of trip, a good survey practice is to determine the length of automobile trip avoided by just those riders that otherwise would have driven, rather than by all riders.
Smart Growth and Traffic Calming Projects
Projects must reduce vehicle trips by increasing pedestrian/bicycle travel and transit use. Projects that only involve slowing automobile traffic briefly (e.g., via speed bumps) tend to not be costeffective, as the acceleration following deceleration increases emissions. Due to the variety of potential Smart Growth and Traffic Calming projects, there currently are no default assumptions provided for emission reduction inputs aside from years effectiveness. A primary component in calculating cost-effectiveness is the number of vehicle trips eliminated as a result of the project.
Vehicle and Fueling Infrastructure Projects
5.12.a
Packet Pg. 423 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 37 The investment in each individual vehicle must be shown to be cost-effective (Policy #2). The worksheet calculates the cost-effectiveness of each vehicle separately, so only one worksheet is required when more than one vehicle is being considered for funding.
TFCA Policies require that all projects including those subject to emission reduction regulations, contracts, or other legally binding obligations achieve surplus emission reductions—that is, reductions that go beyond what is required. Therefore, vehicles with engines certified as Family Emission Limit (FEL) engines are not eligible for funding because the engine is certified for participation in an averaging, banking, and trading program in which emission benefits are already claimed by the manufacturer.
Because TFCA funds may only be used to fund early-compliance emissions reductions, and because of the various fleet rule requirements, calculating cost-effectiveness for vehicle grant projects can be complex, and it is recommended that it be done only by someone familiar with all applicable regulations and certifications.
Additionally, electric vehicle infrastructure generally does not qualify for more than $6,000 per single-port Level 2 (6.6KW) charging station, $8,000 per dual-port Level 2 charging station, and $35,000 per DC fast charging station; administering agencies should consult with the Air District on such projects, as the evaluation methodologies are evolving. Also, any questions should be raised to Air District staff well before project approval deadlines in order to assure project eligibility. Below is general guidance for charging type based on the duration the vehicle is parked at that specific location:
Category Typical Venues Available Charging
Time
Charging Method
(Primary/Secondary)
Opportunity and
Destination
• Shopping Centers
• Airport (short term parking)
• Other
• Cultural and Sports Centers
• Parking Garages
• Hotels/Recreation Sites
• Airports (long term parking)
0.5 – 2 hours
< 1 hour
< 1 hour
2 – 5 hours
2 – 10 hours
4 – 72 hours
8 – 72+ hours
Level 2/DC Fast
Level 2/DC Fast
Level 2/DC Fast
Level 2/Level 1
Level 2/Level 1
Level 2/Level 1
Level 1/Level 2
Corridor/Pathway • Interstate Highways
• Commuting/Recreation Roads
< 0.5 hours
< 0.5 hours
DC Fast/
DC Fast/Level 2
Emergency • Fixed
• Mobile
< 0.1 hours
< 1 hour
DC Fast
Level 2/DC Fast
For more information, please refer to the Bay Area EV Readiness Plan.
The cost-effectiveness of fueling infrastructure is based on the vehicles that will use the funded facility. For these projects, administering agencies must exercise care that emission reductions from the associated vehicles are only credited towards a TFCA infrastructure project and are not double counted in any other Air District grant program, either at the present time or for future vehicles that will use the facility during its years of effectiveness. EV charging infrastructure projects for private fleets should use their existing fleet information in the Vehicles 14,000 & Less or Vehicles 14,001 + cost-effectiveness worksheet. All other EV charging infrastructure projects should use the EV Infrastructure cost-effectiveness worksheet (for projects that support vehicles that are 14,001 lbs +, please contact the Air District for more information).
5.12.a
Packet Pg. 424 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 38 The total mileage a vehicle can travel may be limited by regulation, and the product of Years Effectiveness and Average Annual Miles cannot exceed that mileage (e.g., some cities limit the lifetime miles a taxicab can travel).
Heavy-duty vehicle, buses, and infrastructure projects: The California Air Resources Board (CARB) Carl Moyer Program Guidelines document is the source for the formulas and factors used in the Heavy-Duty Vehicle worksheet. Note that there are some differences between the TFCA and Moyer programs; consult Air District staff with any questions. At a minimum, a funded vehicle must have an engine complying with the model year 2010 and later emission standards. Vehicles that are funded by the TFCA shall not be co-funded with other funding sources that claim emissions credits.
Note that the Innovative Clean Transit (ICT) regulation requires all public transit agencies to gradually transition to a 100-percent zero-emission bus fleet. The zero-emission bus purchase requirement begin in 2023 for large transit agencies and 2026 for small transit agencies. A vehicle purchased to comply with ICT regulation is not considered surplus of emission reductions and therefore is not eligible for TFCA funding. Vehicle purchased that is above and beyond this requirement would be eligible for TFCA funding if the project meets all other requirements.
Zero Emission Bus Purchase Schedule (% of Total New Bus Purchases)
YEAR LARGE TRANSIT SMALL TRANSIT
2023 25% -
2024 25% -
2025 25% -
2026 50% 25%
2027 50% 25%
2028 50% 25%
2029 100% 100%
For more information and updates on this regulation, visit the Innovative Clean Transit Regulation website.
Telecommuting Demonstration Projects
Similar to Pilot Projects, telecommuting demonstration project category is meant to support the start-up costs of a demonstration project. Therefore, the estimated emission reductions should count only the additional vehicle trip reductions that would result from the project’s implementation or operational period. The number of vehicle commute trips eliminated is the number of trips by participants that would have driven as a single occupant vehicle if not for the ability to telecommute; it is not the same as the total number of participants. If a survey was conducted on potential demand, a frequently used proxy is the percentage of survey respondents who report that they would have driven alone if not for the ability to telecommute. If survey data is not available, alternative supporting documentation must be provided to justify the inputs used in the costeffectiveness worksheet. For calculating the length of trip, use the length of the vehicle trip avoided by only the participant that otherwise would have driven alone. For the post-project CE worksheet, the project sponsor should provide similar data to support their post-project vehicle trips eliminated count.
Note, only costs directly related to the project are eligible (e.g., remote work training, telework project management tools). Eligible costs must be incurred during the project operation or implementation period to be eligible. Subscription costs, must be limited to only the approved period in the “years of effectiveness” in the Cost-effectiveness Worksheet. For this category, equipment that will be used in an individual’s home, such as computing equipment, are ineligible.
5.12.a
Packet Pg. 425 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 39 Documentation and Recordkeeping
Beginning in FYE 2012, Project files must be maintained by administering agencies and Project Sponsors for a minimum of five years following completion of the Project Years of Effectiveness, versus three years as before. Project files must contain all related documentation including copies of CARB executive orders, quotes, mileage logs, fuel usage (if cost-effectiveness is based on fuel use), photographs of engines and frames that were required to be scrapped, and financial records, in order to document the funding of eligible and cost-effective projects. The record retention requirement can be satisfied with electronic files that are safely stored with data backup.
Guidance on inputs for the worksheets are as follows:
Instructions Tab
Provides instructions applicable to the relevant project type(s).
General Information Tab
Project Number, which has three parts:
1 st – fiscal year in which project will be funded (e.g., 26 for FYE 2026). 2 nd – Administering agency; use the following abbreviations:
ALA – Alameda CC – Contra Costa MAR – Marin
NAP – Napa SF – San Francisco SM – San Mateo
SC – Santa Clara SOL – Solano SON – Sonoma
3 rd – two-digit number identifying project; 00 is reserved for administering agency’s administrative costs.
Example: 26MAR04 = fiscal year ending 2026, Marin, Project #04.
Project Title: Short and descriptive title of project, matching that on the Project Information Form.
Project Type Code: Insert one and only one of the following codes for the corresponding project type. If a project has multiple parts, use the code for the main component. Note that not all listed project types may be allowed in the current funding cycle.
Code Project Type Code Project Type
0 Administrative costs 6c Shuttle services – NG powered Alternative Fuel Heavy‐Duty Trucks and Buses or OnRoad Truck Replacements 6d Shuttle services – EV powered 1a NG buses (transit or shuttle buses) 6e Shuttle services – Fuel cell powered 1b EV buses 6f Shuttle services – Hybrid vehicle
1c Hybrid buses 6g Shuttle services – Other fuel type
1d Fuel cell buses 6h Shuttle services w/TFCA purchased retrofit 1e Buses – Alternative fuel 6i Shuttle services – fleet uses various fuel types 2a NG school buses Bikeways and Bicycle Parking
2b EV school buses 7a Class 1 bicycle paths
2c Hybrid school buses 7b Class 2 bicycle lanes
2d Fuel cell school buses 7c Class 3 bicycle routes, bicycle boulevards 2e School buses – Alternative fuel 7d Bicycle lockers and cages 3a
Other heavy-duty – NG (street sweepers,
garbage trucks) 7e
Bicycle racks
5.12.a
Packet Pg. 426 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 40 Code Project Type Code Project Type
3b Other heavy-duty – EV 7f Bicycle racks on buses
3c Other heavy-duty – Hybrid 7g Attended bicycle parking (“bike station”) 3d Other heavy-duty – Fuel cell 7h Other type of bicycle project (e.g., bicycle loop detectors)
3e
Other heavy-duty - Alternative fuel (High
Mileage) 7i Bike share
3f Other heavy-duty - Alternative fuel (Low
Mileage) 7j Class 4 cycle tracks or separated bikeways
Alternative Fuel Light‐ and Medium‐Duty Vehicles Arterial Management 4a Light-duty vehicles – NG 8a Signal timing (Regular projects to speed traffic) 4b Light-duty vehicles – EV 8b Arterial Management – transit vehicle priority 4c Light-duty vehicles – Hybrid 8c Bus Stop Relocation
4d Light-duty vehicles – Fuel cell 8d Traffic roundabout 4e Light-duty vehicles – Other clean fuel Infrastructure Improvements for Trip Reduction Ridesharing Projects 9a Smart growth – traffic calming
5a Implement TROs (pre-1996 projects only) 9b Smart growth – pedestrian improvements 5b Regional Rideshare Program 9c Smart growth – other types 5c Incentive programs (for any alternative mode) Miscellaneous 5d Guaranteed Ride Home programs 10a Rail-bus integration 5e
Ridesharing – Vanpools (if cash incentive only,
use 5c) 10b Transit information / marketing
5f Ridesharing – School carpool match 11a Telecommuting demonstration 5g Other ridesharing / trip reduction projects 11b Congestion pricing demonstration Bike Share 11c Other demonstration project
5h Trip reduction bicycle projects (e.g., police on
bikes) Alternative Fuel Infrastructure
Last-Mile Connections 12a Natural gas infrastructure
6a Shuttle services – diesel powered 12b Electric vehicle infrastructure 6b Shuttle services – gasoline powered 12c Alternative fuel infrastructure County: Use the same abbreviations as used in Project Number.
Worksheet Calculated by: Name of person completing the worksheet.
Date of Submission: Date submitted to the administering agency.
Project Sponsor Organization: Organization responsible for the project.
Contact Name: Name of individual responsible for implementing the project. Include all contact information requested (email, phone, address).
Project Start Date: Date work begins on a project. Note: Project must meet Readiness Policy (Policy #6).
5.12.a
Packet Pg. 427 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 41 Project Completion Date: Date the project scope is estimated to be completed. - Service projects’ completion date: a project is completed after its Operational Period is completed.
- Infrastructure projects’ completion date: a project is completed after the equipment becomes available for public use (i.e., after the Implementation Period is completed).
Note, this date will be used to track the project. The project scope may be completed, but projects cannot be closed out until all payment is paid out and Final Report is approved.
Final Report to CMA: Date the post-project cost-effectiveness worksheetFinal Report was received by the administering agency. Note: Administering agencies must expend funds within two years of receipt, unless an application states that the project will take a longer period of time and is approved by the administering agency or the Air District.
Calculations Tab
Because the worksheets have many interrelated formulas and references, users must not add or delete rows or columns, or change any formulas, without consulting with the Air District. Several cells have input choices or information built in, as pull-down menus or comments in Excel. Pull-down menus are accessed by clicking on the cell. Comments are indicated by a small triangle in the upper right corner of a cell, and are made visible by resting the cursor over the cell.
Cost-Effectiveness Inputs
# Years of Effectiveness: Equivalent to the administrative period of the grant. See inputs table below. The best practice is to use shortest value possible.
Total Project Cost: Total cost of project including TFCA funding, sponsor funding, and funds contributed by other entities. Only include goods and services of which TFCA funding is an integral part.
TFCA Cost: TFCA 40% Funds and the TFCA 60%Funds (if any), listed separately.
Project Operational Start Year: The Year the Operation of project would begin (for service projects), or the Year the infrastructure is available for public use (for infrastructure projects).
Emission Reduction Calculations
Instructions and default values for each project type are provided in the table below. Default values for years of effectiveness are provided for the various project types. There are no defaults for Smart Growth projects, due to the wide variability in these projects.
Notes & Assumptions Tab
Provide an explanation of all assumptions used. If you choose to use assumptions or values different from those defaults values provided in the Air District’s guidelines, submit documentation and an explanation about your inputs and assumptions to request approval from the Air District prior to awarding funds to the project.
5.12.a
Packet Pg. 428 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 42 Emission Factors Tab
This tab contains references for the Calculations tab. No changes shall be made to this tab.
Additional Information for Heavy-duty Vehicle Projects
CARB has adopted a number of standards and fleet rules that limit funding opportunities for on-road heavyduty vehicles. See the below list of CARB rules that affect on-road heavy-duty fleets, followed by a reference sample CARB Executive Order. For assistance in determining whether a potential project is affected, contact Air District staff or consult Carl Moyer Implementation Charts at:
http://www.arb.ca.gov/msprog/moyer/guidelines/supplemental-docs.htm
5.12.a
Packet Pg. 429 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 43 Summary of On-Road Heavy-Duty Fleet Rules
Vehicle Type Subject to CARB Fleet Rule? *
Urban buses Fleet Rule for Transit Agencies, Innovative Clean Transit Regulation, Advanced Clean Fleets Regulation
Transit Fleet Vehicles Fleet Rule for Transit Agencies, Innovative Clean Transit Regulation, Advanced Clean Fleets Regulation
Solid Waste Collection Vehicles, excluding transfer trucks Solid Waste Collection Vehicle Regulation, Advanced Clean Fleets Regulation
Municipal Vehicles and Utility Vehicles Fleet Rule for Public Agencies and Utilities, Innovative Clean Transit Regulation, Advanced Clean Fleets
Regulation
Port and Drayage Trucks Port Truck Regulation, Advanced Clean Fleets Regulation
All other On-road heavy-duty vehicles On-road Rule, Innovative Clean Transit Regulation, Advanced Clean Fleets Regulation
* This is not a complete list and other applicable regulations may be found in California Air Resource Board website.
Summary of Maximum Cost-Effectiveness & Years of Effectiveness by Project Category Policy No. Project Category Maximum C-E
($/weighted ton) Years of Effectiveness
3 Case-by-Case Approval 250,000 Project Dependent
22 Alternative Fuel Light- and MediumDuty Vehicles 522,000 3 years recommended, 4 years max
23 Reserved Reserved Reserved
24 Alternative Fuel Heavy-Duty Trucks
and Buses 522,000 3 years recommended, 4 years max
25 Reserved Reserved Reserved
26 Alternative Fuel Infrastructure 500,000 3 years recommended, 4 years max
27 Ridesharing Projects – Existing 150,000 2 years max
28 First- and Last-Mile Connections –
Existing 250,000 2 years max
29.a.
First- and Last-Mile Connections –
Pilot not in CAREPriority Areas or
PDAs. These projects will be evaluated
every year.
Year 1 - 500,000
Year 2 and beyond - see
Policy #28 shuttle is
considered existing
2 years max
First- and Last-Mile Connections –
Pilot shuttle projects located in Highly
Impacted Communities as defined in
the Air District Priority AreasCARE
Program and/or a Planned or
Potential PDA may receive TFCA Funds
under the Pilot designation. These
projects will be evaluated every year.
Years 1 & 2 - 500,000
Year 3 and beyond - see
Policy #28 shuttle is
considered existing
2 years max
29.b. Pilot Trip Reduction 500,000 2 years max
30.a. Bicycle Parking 250,000 3 years max
30.b. Bikeways 500,000
10 years max for Class I
bikeways (7 years max for
other bikeways)
31 Bike Share 500,000 5 years max
5.12.a
Packet Pg. 430 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air – 40% Fund Page 44 32 Reserved Reserved Reserved
33 Infrastructure Improvements for Trip
Reduction 500,000 10 years max
34 Telecommuting 150,000 1 year recommended, 2 years
max
5.12.a
Packet Pg. 431 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 45
Emission Reduction Inputs
Administering agencies must describe all relevant assumptions used to determine the project’s cost-effectiveness in the Notes & Assumptions tab. If an administering agency seeks to use different default values or methodologies, it is advised that the agency consult with Air District staff, before project approval, to avoid the risk of funding projects that are not eligible for TFCA funds.
Project Type/Worksheet
Name Input Data Needed Default Assumptions
Trip Reduction (Existing and Pilot)
Worksheet = Trip Reduction FYE 2026
Input Field, “# Trips/Day eliminated” is in reference to vehicle trips eliminated due to proposed project. For Pilot Trip Reduction projects, follow the instructions of the most similar project type. Any deviations from the default assumptions used must be supported by documentation or data.
Project Type = 5a-h, 8b, 9a-c, 11a-c
Ridesharing # Years of Effectiveness Enter in Cost Effectiveness Inputs, up to 2 years # Trips/Day (1-way) eliminated [% of
target population (# employees)]
Enter in Step 1-Column A, 1% of target population
Days/Yr Enter in Step 1-Column B, 240 days (max.)
Trip Length (1-way) Step 1-Column C, Default = 16 miles (1-way commute distance from MTC’s Commute Profile)
# New Trips/Day (1-way) to access
transit
Step 2-Column A, Default = 50% of # Trips/Day Eliminated (Step 1-Column A) Days/Yr Enter in Step 2-Column B, same # as Step 1-Column B Trip Length (1-way) Enter in Step 2-Column C, Default = 3 miles For ridesharing, the default maximum number of vehicle trips reduced per day is 1% of target population.
School-Based Ridesharing # Years of Effectiveness Enter in Cost Effectiveness Inputs, up to 2 yrs # Trips/Day (1-way) eliminated [% of
target population (total # students)]
Step 1-Column A, No Default
Days/Yr Enter in Step 1-Column B, 180 days (max.)
Trip Length (1-way) Step 1-Column C, 1-3 miles
For ridesharing, the default maximum number of vehicle trips reduced per day is 1% of target population.
Transit Incentive Campaigns # Years of Effectiveness Enter in Cost Effectiveness Inputs, up to 2 yrs # Trips/Day (1-way) eliminated [% of
target population]. Use survey data if
available.
Step 1-Column A, No default
Days/Yr Enter in Step 1-Column B, 90 days (max.) if # Trips/Day based on % of target population. If # Trips/Day based on participants, 240 days (max).
5.12.a
Packet Pg. 432 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 46
Trip Length (1-way), based on routes
accessed
Step 1-Column C, No Default
# New Trips/Day (1-way) to access
transit
Step 2-Column A, 50% of # Trips/Day Eliminated (Step 1-Column A) Days/Yr (new trips) Enter in Step 2-Column B - same as # days used in Step 1 Trip Length (1-way) for new trips Step 2-Column C, Default = 3 miles Guaranteed Ride Home
Programs
# Years of Effectiveness Enter in Cost Effectiveness Inputs, up to 2 years # Trips/Day (1-way) eliminated Enter in Step 1-Column A, 0.2% of target population.
Days/Yr Enter in Step 1-Column B, 240 days (Max.)
Trip Length (1-way) Step 1-Column C, Default = 16 miles Transit Vehicle Signal
Prioritization
# Years of Effectiveness Enter in Cost Effectiveness Inputs, 2 yrs # Trips/Day (1-way) eliminated Step 1-Column A, No Default Days/Yr Enter in Step 1-Column B, 240 days (max)
Trip Length (1-way) Step 1-Column C, No Default
Step 2-Column A, 50% of # Trips/Day Eliminated (Step 1-Column A) Step 2-Column B, same as Step 1-Column B
Enter in Step 2-Column C, 3 miles
Infrastructure
Improvements for Trip
Reduction
Note: Default assumption
available for Years
Effectiveness only. Provide
detailed explanations (in
Notes and Assumptions tab)
of assumptions used for
other inputs.
# Years of Effectiveness Enter in Cost Effectiveness Inputs, 10 years max Project Type =6a-i, 10a-b
Shuttle/Feeder Bus, Rail-Bus
Integration, and Transit
Information Systems
# Years of Effectiveness Cost Effectiveness Inputs, up to 2 years # Trips/Day (1-way) eliminated trips.
Trips only from riders who previously
would have driven.
Step 1-Column A
For on-going service, use survey results
For new service, use 50% of daily seating capacity of vehicle * 67% (% single-occupancy vehicles (SOV) from MTC Commuter Profile)
5.12.a
Packet Pg. 433 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 47
Days/Yr eliminated trips Step 1-Column B, Enter number of operating days. Default =240 days/yr.
Trip Length (1-way) eliminated trips.
Average trip length that will be
eliminated due to shuttle passengers
taking train/ferry in conjunction with
the shuttle.
Enter in Step 1-Column C, a survey-based distance, or, if no survey, 16 miles for shuttles and 35 miles for vanpools
# Trips/Day (1-way) new trips to
access transit
Step 2-Column A, Use survey data or, if none, a default is 50% of # Trips/Day Eliminated (Step 1-Column A)
Days/Yr new trips Enter in Step 2-Column B, same # as in Step 1-Column B.
Trip Length (1-way) new trips.
Average trip length of shuttle
passengers that drive from home to
the BART/Caltrain station.
Enter in Step 2-Column C, a survey-based distance, or, if no survey, default is 3 miles for home-to-rail trips.
When possible, emissions from shuttle vehicles should be based on the vehicle engine Executive Order. Administering Agency should consult with Air District staff for guidance.
Follow Step 3A for vans and shuttle vehicles 14,000 lbs. and lighter. Follow Step 3B for buses # Vehicles, Model Year: Number of
vehicles with same model year
Step 3A - Column A, no default.
Emission Std.: Emission Standard
from list provided.
3A - Column B, no default.
Vehicle GVW: Weight Class from list
provided.
3A - Column C, no default.
ROG, NOx, Exhaust PM10, and Total
PM10 Factors: enter factor from
appropriate table provided on
Emission Factors tab—CARB Table 2
for vehicles less than 14,000 lbs. and
CARB Appendix D tables for vehicles
14,001 lbs and heavier.
3A - Column D through G, no default
CO2 Factor: enter factor from CO2
Table for Light- and Light Heavy-Duty
Shuttles, on Emission Factors tab.
3A - Column H, no default.
Total annual VMT = [length of
shuttle/van trip (one-way)] X [# oneway trips per day] X [# days of service per year]. For all vehicles listed in
Step 3A.
3A - Column I, no default.
If a vehicle does not match the factors provided, Administering Agency should consult with Air District staff.
5.12.a
Packet Pg. 434 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 48
ROG, NOx, Exhaust PM10, Other PM10
and CO2 Factors: enter factor from
Emissions for Buses Table provided on
Emission Factors tab.
Step 3B: Columns D through H, no default. Note that Step 3B uses Other PM10, not Total PM10.
Other PM10 is based on the vehicle fuel type (e.g., diesel, gas, natural gas and electric), The value for column J can be found in the tables 3.2-16 under each fuel type. The value is labeled BW + TW + RD (which translates to brake wear, tire wear and road dust).
Medium and heavy duty vehicle tables do not include CO2 factors, and those may be left blank.
Total annual VMT = [length of
shuttle/van trip (one-way)] X [# oneway trips per day] X [# days of service per year]. For all vehicles listed in
Step 3B.
3B Column L, no default.
Project Type = 7a-j, 11a
Bikeways (Paths, Lanes,
Routes)
Notes:
• For Class 1 projects, use
the ADT on the most
appropriate parallel
road.
• For gap closure projects
(where project will close
a gap between two
existing segments of
bikeway), use the length
for the total facility.
• The maximum number
of vehicle trips reduced
per day is 240. The Air
District generally
assumes that no bike
project will reduce more
than 240 vehicle trips
per day.
Methodology to estimate number of trips reduced for bike paths, lanes, & routes is based on:
• Facility type (Class 1, 2, 3, or 4)
• Length of the project segment
• Traffic volume (ADT) on the facility
# Years of Effectiveness Enter in Cost Effectiveness Inputs:
Class 1 bike path (or bike bridge) Not to exceed 10 years for Class 1 (trails/paths) Class 2 bike lane
Class 3 bike route
Class 4 cycle tracks or separated
bikeways
Not to exceed 7 years for Class 2, Class 3 and Class 4
# Trips/Day (1-way) eliminated
(depends on length of project
segment and ADT on project
segment)
Enter in Step 1-Column A:
Class 1 & Class 2 & Class 4 Length ≤ 1 mile = 0.4% ADT
ADT ≤ 12,000 vehicles per day Length >1 and ≤ 2 miles = 0.6% ADT Length >2 miles = 0.8% ADT
Class 1 & Class 2 & Class 4 Length ≤ 1 mile = 0.3% ADT
ADT > 12,000 and ≤ 24,000 Length > 1 and ≤ 2 miles = 0.45% ADT Length > 2 miles = 0.6% ADT
Class 1 & Class 2 & Class 4 Length ≤ 1 mile = 0.25% ADT ADT > 24,000 and ≤ 30,000 Length > 1 and ≤ 2 miles = 0.35% ADT
5.12.a
Packet Pg. 435 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 49
Maximum is 30,000. Length > 2 miles = 0.45% ADT
Class 3 bike route or bicycle blvd Route ≤ 1 mile = 0.1% ADT Route > 1 and ≤ 2 miles = 0.15% ADT
Route > 2 miles = 0.25% ADT
Upgraded Class 1 & Upgraded Class 4 Use 10% of the appropriate formula above Upgraded Class 2 buffered Use 5% of the appropriate formula above Days/Yr Enter in Step 1-Column B, 240 days
Trip Length (1-way) Enter in Step 1-Column C, 3 miles. (Not same as segment length.) Bicycle Parking # Years of Effectiveness Enter in Cost Effectiveness Inputs, 3 yrs # Trips/Day (1-way) eliminated Enter in Step 1-Column A:
Capacity of lockers x 2 trip/day
Capacity of cages x 0.75 trips per day
Capacity of racks x 0.5 trips per day
Days/Yr Enter in Step 1-Column B, 240 days
Trip Length (1-way) Enter in Step 1-Column C, 3 miles
Bike Share # Years of Effectiveness Enter in Cost Effectiveness Inputs, max. 5 yrs # Trips/Day (1-way) eliminated Enter in Step 1-Column A:
Number of bikes * 1.48 trips per day * 12% (actual vehicle trips replaced based on Shaheen research dated June 2015)
Weekdays
Days/Yr Enter in Step 1-Column B, 260 days
Trip Length (1-way) Enter in Step 1-Column C, 16 miles
Weekends
Days/Yr Enter in Step 1-Column B, 105 days
Trip Length (1-way) Enter in Step 1-Column C, 3 miles
Telecommuting
Note: Default assumption
available for Years
Effectiveness only. Provide
detailed explanations (in
Notes and Assumptions tab)
of assumptions used for
other inputs.
# Years of Effectiveness Cost Effectiveness Inputs, up to 2 years
5.12.a
Packet Pg. 436 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 50
Arterial Management * new projects ineligible for funds Worksheet = Arterial Management FYE 2026
Project Type = 8a-d
Arterial Management (Signal
Timing)
Note: Data for traffic volume
and vehicle speed must be
generated concurrently (i.e.,
during the exact same day
and time period)
# Years of Effectiveness Enter in Cost Effectiveness Inputs:
For signal timing/synchronization, 2 yrs or, with retiming required at 2 yrs, 4 yrs. Each project should include either 2- or 4-year segments, not both.
Name of Arterial Column A: Name of the arterial and the direction of travel.
Segment Length (miles) Enter under Column B the length of arterial over which speeds will be increased.
Days/Yr Enter under Column C the number of days per year over which the project would affect traffic. Default is 240 days.
Time Period Enter under Column D the time period over which the traffic volumes and speed will change (e.g., 4-7 PM). Include all the hours in a period that will benefit, not just the peak hour.
Traffic Volume Enter under Column E the traffic volume before the project for the corresponding Time Period and direction of travel that will make the stated speed change.
Traffic Speed without the Project Enter under Column F the average traffic speed along the length of the arterial before implementation of the project.
Travel Speed with Project Enter under Column G the average estimated traffic speed along the length of the arterial after implementation of the project. Note: Maximum increase in speed is 25%.
Alternative Fuel Heavy-Duty Vehicles and Infrastructure Worksheets = Vehicle 14,001 lbs + FYE 2026
Project Types = 1a-e, 2a-e, 3a-f, 12a-c
Vehicle 14,001 lbs +
Use separate workbook and
Project # for each set of
vehicles with different #
Years of Effectiveness or with
different fuel types.
For infrastructure projects
supporting private fleet, use
the Vehicles 14,001 lbs +
Worksheet. For EV
infrastructure projects that
do not support a private
fleet, contact the Air District
prior to using the EV
Infrastructure Worksheet.
Column AC, Project life (yrs.): # Years
of Effectiveness.
Cost Effectiveness Inputs, 3 years is recommended - not to exceed 4 years.
Column A, Unit #: A unique identifier.
List each vehicle on a separate row.
Column A: No default
Columns D through J, Baseline
Emission Rate: NOx, ROG, PM factors:
See Moyer Table D-1, D-2 or D-4,
based on your vehicle type, weight,
and engine model year.
Columns D through I: For alt-fuel heavy-duty vehicle projects, including urban buses, the baseline default is the Model Year 2010 emission standards (in Table D-2 this is the 2013+ (o.2 g/bhp-hr NOx std)). Note, the CE Worksheet has further guidance on how to determine baseline emission rates for urban buses.
Column J: If no existing vehicle is being replaced, the Baseline engine model year will be the year the new vehicle will be operational. If an existing vehicle is being replaced, the Baseline will be based on the existing engine model year of the vehicle.
Column K, Annual VMT: Base on
average vehicle miles traveled over 2
years, and document with 2 years of
records.
Column K: No default.
5.12.a
Packet Pg. 437 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 51
Column J, Baseline engine model
year: Vehicle Executive Order
Column J: No default.
Column L, Percent operation in Air
District: Only the operation within the
Air District’s jurisdiction can be
counted.
Column L: No default.
Columns N through S, New Emission
Rate: NOx, ROG, and PM: Use
Executive Order values.
Columns N through S: For heavy-duty vehicle projects, including urban buses, the new vehicle must be certified to exceed the Model Year 2010 standard of 0.2 g/bhp-hr of NOx and 0.01 g/bhp-hr of PM, which are the default values. Some exceptions apply.
Note: FEL engines are not eligible for TFCA funding.
CARB certifies engines and provides the engine manufacturers with an Executive Order (EO) for each certified engine family. An example of an EO is shown at the end of this attachment. The EO includes general information about the certified engine such as engine family, displacement, horsepower rating(s), intended service class, and emission control systems. It also shows the applicable certification emission standards as well as the average emission levels measured during the actual certification test procedure. For the purpose of the TFCA Program, the certification emission standards are used to calculate emission reductions. The certification emission standards are shown in the row titled “(DIRECT) STD” under the respective “FTP” column headings for each pollutant. For instance, the Cummins 8.3 liter natural gas engine illustrated in the sample was certified to a combined oxides of nitrogen plus nonmethane hydrocarbon (NOx+NMHC) emission standard of 1.8 g/bhp-hr, a carbon monoxide (CO) emission standard of 15.5 g/bhp-hr, and a particulate matter (PM) emission standard of 0.03 g/bhp-hr.
In the case where an EO shows emission values in the rows labeled “AVERAGE STD” and/or “FEL”, the engine is certified for participation in an averaging, banking, and trading (AB&T) program. AB&T engines (i.e., all FEL-certified engines) are not eligible to participate in the TFCA Program for new vehicle purchase projects since emission benefits from an engine certified to an FEL level are not surplus emissions.
Column V, Replacement Vehicle Cost:
Must be supported by a quote for the
new alt-fuel vehicle that exceeds
standards.
Column V: No Default.
Column W, Maximum eligible funding
%
Column W: 90% maximum eligible funding as indicated in the 40% Fund policy.
Column AB, Project start year. Column AB: Start year when vehicle will be on the road.
Column AG, 90% of eligible cost Column AG: 90% of value from Replacement Vehicle Cost, column V.
Columns AP – AR, Emission
Reductions.
Columns AP – AR. Calculated automatically. Enter zero (0) if a reduction cannot be claimed.
All reductions must be surplus to any regulatory, contractual, or other legally binding requirement.
Note that if ROG values are not available for both the baseline and the proposed engine, ensure value is zero (0) for ROG, as no ROG emission reductions can be claimed.
5.12.a
Packet Pg. 438 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 52
Column AW, TFCA Funding Amount:
Amount of total TFCA funding. The
column total must equal Total TFCA
Cost from Cost-Effectiveness Inputs at
top of worksheet.
Column AX, Actual Weighted CE w/o
CRF--Miles Basis ($/ton). Costeffectiveness based on emissions including weighted PM. Must meet
Policy Requirements.
Column AX: Calculated automatically.
Emissions and cost-effectiveness calculations can only be based on fuel usage for the following vehicles:
• Utility vehicles in idling service
• Street sweepers
• Solid waste collection vehicles
All other vehicles must use mileage basis. If using fuel-based calculations, usage must be based on two years of historical fuel usage documentation (e.g., fuel logs or purchase receipts.)
Alternative Fuel Vehicles and Infrastructure
Worksheets = Vehicle 14,000 lbs & less FYE 2026, EV Infrastructure FYE 2026 Project Types = 4a-e, 12a-c, including projects that replace heavy-duty vehicles with and buses with alternative fuel light-duty vehicles Alternative Fuel Vehicles
and Infrastructure
(14,000 lbs and less)
For infrastructure projects
supporting private fleet, use
the Vehicles 14,000 lbs & less
Worksheet. For EV
infrastructure projects that
do not support a private
fleet, use the EV
Infrastructure Worksheet.
Vehicles
# Years of Effectiveness 3 years is recommended - 4 years max.
Unit # / ID List each vehicle separately.
Current Standard and New Vehicle
Standard
In the Baseline Emission Standard (Columns I through L) and Proposed Clean Vehicle Emission Standard (Columns M through P) refer to Emission Factor table. Emission factors obtained from the specific vehicle’s Executive Order is the preferred method. Hybrid and plug-in hybrid vehicles without executive orders may use the default assumptions of 25% zero-emission/75% gas emissions (based on vehicle weight) included in the cost-effectiveness worksheet’s emissions tab.
Vehicle replacement projects, use the existing vehicle’s model year for the Baseline Emission section. Use the year of when the new vehicle will start operation for Proposed Emission section. A vehicle replacement project qualifies only if the existing vehicle is scrapped and replaced.
Fleet expansion projects, use the “vehicle purchase year” for both Baseline and Proposed Emission factors.
Cost-Effectiveness Column U, automatically calculated. Each vehicle must meet the Policy requirements for cost-effectiveness.
Avg Annual Miles: Base on average
vehicle miles traveled over 2 years.
Column G: No default.
5.12.a
Packet Pg. 439 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 53
Infrastructure
# Years of Effectiveness 3 recommended, 4 max
Charger ID List each charger separately
Description Enter description
Type Select a type from types defined in Notes and Assumptions tab Rate (kW) Enter the equipment’s power output rate kW
TFCA Funding Enter total amount of TFCA funding requested for all charging stations Annual Usage (kWh) (Rate kW) x (charger’s estimated hours of usage per day) x (365 days per year) x (quantity of chargers)
5.12.a
Packet Pg. 440 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) TFCA 40% Fund Expenditure Plan Guidance Commencing FYE 2026 BAAQMD Transportation Fund for Clean Air Page 54
Sample CARB Executive Order for Heavy-Duty On-Road Engines
5.12.a
Packet Pg. 441 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) RESOLUTION 25-31-G
RE: COST-EFFECTIVENESS (CE) FOR FISCAL YEAR (FY) 2025-26 CONTRA COSTA TRANSPORTATION FUND FOR CLEAN AIR (TFCA) 40% FUND PROJECTS WHEREAS, on February 19, 2025 the Authority adopted Resolution 25-03-G submitting an expenditure plan to the Bay Area Air Quality Management District (Air District) for the FY 2025- 26 Contra Costa County TFCA 40% Fund in the amount of $1,841,290; and WHEREAS, on May 15, 2024, the Authority Board approved Resolution 24-16-G adopting the TFCA 40% Fund Policy to guide the annual allocation of the TFCA 40% Fund; and WHEREAS, on July 16, 2025, the Authority Board authorized execution of Funding Agreement No. 26-CC with the Air District for the TFCA 40% Fund; and
WHEREAS, the Air District policy requires that each county’s TFCA 40% Fund Administering Agency ensure that approved projects meet the eligibility criteria established in Health and Safety Code (HSC), Section 44241, and C-E thresholds in the respective project categories established by the Air District; and
WHEREAS, the Air District has provided each TFCA 40% Fund Administering Agency with C-E worksheets to check for project compliance with the C-E requirement; and WHEREAS, inputs into the C-E worksheets have been provided by the Air District and/or documented through available data.
NOW, THEREFORE, BE IT RESOLVED that the Authority Board hereby authorizes the projects listed in Exhibit 1 to meet the eligibility requirements of HSC, Section 44241, which will result in reductions in vehicle emissions, and are cost-effective in accordance with the Air District’s policy when calculated using C-E spreadsheets provided by the Air District.
5.12.a
Packet Pg. 442 Attachment: A - TFCA Cooperative Agreement 26CC07 (2026-030 : TFCA Traffix Coop Agreement) Resolution 25-31-G
October 15, 2025