Allocation Requests and Audits | Fund + Invest | Our Work

Allocation Requests and Audits

Please refer to the Fund Estimate page to identify funds available for allocation.

Complete the Application Workbook in order file a claim for funds. Instructions for completing the workbook are also provided.

Processing Timeline: Please allow approximately 2.5 months for the application workbook to be reviewed and allocation to be made.  Allocations are processed once a month and must be received by the 1st of the month preceding the month of allocation.  For example, requests received by September 1 will receive allocations in October.  Confirmation of allocation will arrive by mid-November.  Note: the Commission does not meet in August and allocation request generally cannot be approved in August.


Submitting Financial Audits to MTC
MTC requests electronic and hard copy submittal of audits.  Audits should be sent to Cheryl Chi at  Hard copies should be sent to:

Attn: TDA Audit
Bay Area Metro Center
375 Beale Street, Suite 800
San Francisco, CA 94105

Triennial Performance Audits of Transit Operators
As the Bay Area’s Regional Transportation Planning Agency , MTC is mandated to conduct Triennial Performance Audits of Transit Operators.  The audit cycles and copies of the most recent performance audit reports for transit operators that receive TDA funds can be found here:

Caltrans has compiled the statutes and regulations related to TDA and STA funds in the TDA Guidebook. The Guidebook is currently under revision due to statutory changes made in Senate Bill 508 (2015).