Priority Development Area Grantees

Invoices should be submitted to PDAs@bayareametro.gov.

Please include the following documents:

• Cover sheet: Please use this cover sheet template.
• Tracking Sheet: This spreadsheet will help you track all expenses incurred under your grant. You will receive this form from your MTC project manager, but a tracking sheet sample can be found here.
• Copy of deliverable or proof of costs incurred.

With the final invoice, please provide the following two documents:

• Plan Summary
• Report on DBE Participation.  Please use Exhibit 17-F, Final Report-Utilization of Disadvantaged Business Enterprises (DBE).  This form can be found in Chapter 17, Project Completion of the Caltrans Local Assistance Procedures Manual.

A PDA orientation was presented to grantees on December 12th, 2023. The presentation includes an overview of the program, contracting process, federal/MTC requirements and invoicing process.

• View in PDF
• View in PPT (with additional information in the Speaker Notes section of the document)

The 109 Bay Area jurisdictions in Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano and Sonoma counties (Local Governments) may utilize this RFQ to obtain all services, at the same terms and conditions included in this procurement and firms’ submissions during the period of time that contracts resulting from this procurement are in effect. All terms and conditions of Local Agency contracts will be negotiated between the Consultant and Local Governments and will be subject to the Local Agency’s applicable procurement rules, terms and conditions, and form of contract. Please feel free to use this resource to facilitate your procurement process. Please see the Regional Planning Bench Contact List spreadsheet for a list of the firms on the MTC planning bench listed by category, with additional tabs on the bottom describing the categories and a list of prime- and subcontractors with SBE/DBE.

You are welcome to use these RFQ, A&E, and RFP templates. Please note that these are generic templates that may include text that is not applicable to your procurement. Please be sure to remove all references to MTC/ABAG and note all the instructions written in red. 

MTC and Caltrans require the designation of a Single Point of Contact (SPOC) by each jurisdiction. This person must have sufficient knowledge and expertise in the federal aid delivery process. They are responsible for working closely with the Federal Highway Administration (FHWA), Caltrans, MTC and the respective County Transportation Agency (CTA) on all issues related to FHWA-funded projects. To receive assistance with complying with Caltrans requirements, we recommend contacting your jurisdiction’s SPOC. They and the CTA would be good resources to meet the federal aid requirements. You can find more information about SPOCs on the "Single Point of Contact" tab at the bottom of the Project Delivery web page.

In order to receive PDA funds, a jurisdiction is required to have a compliant Housing Element by December 31, 2023.  A grace period for this policy was approved by the Commission on December 20, 2023. Furthermore, to ensure that program requirements do not impede progress on regional housing goals, MTC staff may make exceptions to this policy. Such exceptions would be determined by MTC staff on a case-by-case basis. For full details, please refer to December 13, 2023 Programming and Allocations Committee Meeting materials. You may also view tables summarizing the jurisdictions receiving PDA planning grants and their Housing Element compliance status. If you have any questions or concerns about this policy and the impact to your project, please contact Ada Chan at achan@bayareametro.gov.