• Transportation Funding Analyst, Senior

    Job ID
    # Positions
  • Overview

    About OCTA:


    The Orange County Transportation Authority (OCTA), Orange County’s primary transportation agency. It’s our job to develop and deliver transportation solutions to enhance the quality of life and keep Orange County moving. Operating in a 798 square-mile area, we serve more than 3 million residents in 34 cities and unincorporated areas. Our responsibilities extend to all forms of transportation, including bus and paratransit service, Metrolink commuter rail service, planned future rail, including street cars, the 91 Express Lanes Toll Road, freeway, street and road improvement projects, motorist services and regulating taxi operations. OCTA has been recognized for excellence in the public transportation industry by the American Public Transportation Association and has been honored with awards from local and national organizations for our transportation improvements. OCTA’s core values consist of integrity, teamwork/partnership, communication, customer focus, can-do spirit and safety.




    Under general direction, develops, plans, analyzes, coordinates and implements the programming and administration of multi-modal transportation funding programs and related activities.  Incumbents may be assigned to Discretionary Funding Programs, Formula Funding Programs or Measure M Local Programs and will be responsible for the administration, funding, compliance, and monitoring of Discretionary Funding Programs, Formula Funding Programs, Federal Transportation Improvement Programs and Local Programs in accordance with Comprehensive Transportation Funding Program (CTFP) guidelines.



    This is an exempt position in Salary Grade R: Min $76,294.40 – Mid $93,600.00 – Max $110,905.60 annually. The starting salary will be within this range based on qualifications.


    The application deadline for this position is September 17, 2019.


    This list is intended to indicate the general nature and level of work performed by employees within this classification and is not designed to be interpreted as an exhaustive listing of all tasks required of employees assigned to this job.

    • Conducts research, interpretation, analysis, programming, forecasting and preparation of applications, allocations and reports for existing and new federal, state and local funding sources (such as State Transportation Improvement Program, SB1, Cap and Trade, Federal Transit Administration, and Congestion Mitigation and Air Quality Improvement Program) as well as preparation and submittal of funding proposals, allocation requests and required reports.
    • Provides technical guidance to management and policy makers on funding alternatives to ensure that the region fully leverages all available funding and remains in compliance with grant program rules and regulations as well as grant terms and conditions.
    • Develops and presents written, oral and visual reports, agendas, presentations, workshops, analyses, maps, charts, and other graphics for the Board of Directors, policy and stakeholder committees such as the Technical Advisory Committee, agencies, community groups, private organizations, internal staff and members of the public.
    • Represents the agency, and responds to inquiries of the public, professional groups, consultants, contractors, cities, and federal, state, and local regulatory and government agencies.
    • Administers or supports calls for projects to provide funding to local agencies under various funding programs.
    • Prepares and maintains manuals, guidebooks and guidelines for funding related programs, requirements, processes and calls for projects. Serves as liaison between the local agencies, OCTA and other funding agencies. Develops and provides training/workshops related to funding programs.
    • Assesses eligibility of expenditures, complies with state and federal regulations, and adheres to project requirements and Comprehensive Transportation Funding Program (CTFP) guidelines.
    • Maintains project specific funding information and schedules for multiple funding programs.
    • Prepares monthly, annual and ad hoc reports for management, policymakers, and funding agencies.
    • Creates invoices and sends to local agencies for matching requirements per OCTA cooperative agreements or funding agreements ensuring compliance with project guidelines and the requirements identified in the agreements.
    • Processes requests for reimbursement and payment requests utilizing analysis to ensure conformance with CTFP eligible program expenditures, local match requirements, adherence to project requirements and compliance with state and federal regulations.
    • Reconciles project allocations and expenditures and prepares cash flow information to determine long range funding availability.
    • Works with various external agency representatives on the Technical Advisory Committee (TAC) and Technical Steering Committee (TSC).
    • Maintains project specific funding and funding eligibility information and schedules for multiple federal, state and local funding programs, measures, and/or propositions. Maintains records related to recipients, funding allocations, project details, and expenditures using spreadsheets and databases.
    • Manages project funding, and monitors project implementation status as well as tracks progress against time and funding requirements. Develops and monitors financial programming documents as well as assists with the development of agreements and documents necessary to receive or to provide funding.
    • Processes grant and other payment and reimbursement requests. Participates in project closeout.  Assists with internal and external financial or grant related audits and reviews.
    • Remains current on changing federal, state and local grant rules and regulations, and comments on proposed grant related legislation, rules, and requirements.
    • Assesses agencies and projects for eligibility for federal, state and local funding programs consistent with various measures, ordinances or funding guidelines and coordinates with agencies and project managers to ensure continued or future eligibility.
    • Prepares and distributes meeting agendas, meeting minutes, correspondence, etc., for administration of various programming meetings.
    • Develops scopes of work and participates in vendor selection for transportation related projects as well as monitoring the performance of selected consultants/ contractors.
    • Performs other related duties as assigned.



    Any combination of education and experience equivalent to a bachelor's degree in planning, public/business administration, finance, marketing, social sciences, communications, or related field with a minimum of four years of related experience, two of which are at the journey level in transportation or financial analysis or grant writing or grant management or related field.  A master’s degree is desirable.


     Knowledge of: 

    • Familiarity with major federal, state and local transportation funding sources, financial programming requirements and strategies for funding capital projects and the related laws, regulations and processes.
    • Principles and practices of planning, transportation, project development, transit and transportation planning, transportation funding and programming.
    • Project development, implementation, and management techniques and systems.
    • Local, state and federal laws, rulemaking, regulations and procedures related to planning, environmental analysis, funding sources, and project development, including the California Department of Transportation project development process.
    • Web-based grant development, management and reporting systems.
    • Research and statistical methods and techniques.
    • Computer applications including word processing, advanced spreadsheet applications, databases, presentations, internet, and transportation air quality modeling software related to funding requirements.
    • Principles and applications of travel demand forecasting, air quality and benefit -cost models.
    • General financial and project management techniques and systems.
    • General accounting, budgeting, and finance methods.
    • Contracting methods and contract negotiations.

     Ability to: 

    • Perform analysis of potential funding sources and strategies and summarize information in reports and formulate recommendations.
    • Manage multiple activities concurrently and within strict deadlines.
    • Demonstrate excellent written and verbal communication skills, and ability to write in a clear and persuasive manner.
    • Coordinate the work and manage the projects of staff and consultants.
    • Develop and apply an understanding of departmental and agency goals and objectives.
    • Conduct research, analyze and interpret complex data, and formulate recommendations on that data.
    • Analyze and interpret complex legislation and federal, state and local rules and regulations, and determine potential impacts to the agency.
    • Establish funding programs and associated policies and procedures.
    • Establish and maintain priorities and work with minimal guidance.


    Working Conditions/Physical Activities:


    (The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. OCTA provides reasonable accommodation to enable individuals with disabilities to perform the essential functions).

    Positions in this class typically require:

    • Work may be performed in a stressful, fast-paced office environment, depending upon assignment.
    • Requires ability to understand verbal communication and to respond effectively.
    • Positions in this class typically require: Reaching, Fingering, Grasping, Feeling, Talking, Hearing, Seeing, and Repetitive Motions in computer use.

    Compensation and Benefits:


    OCTA offers an attractive compensation and benefits package that includes medical, dental and vision health insurance programs, flex time (may be available), paid sick leave, paid vacation and holidays, short-term and long-term disability, life insurance, flexible spending accounts, retirement, deferred compensation plan, educational reimbursement, excellent in-house training programs, free transportation passes for the employee and dependents, wellness and ergonomic programs, and much more.


    OCTA is an equal opportunity employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity, religion, disability, ethnicity, national origin, marital status, status as a protected veteran, genetic information, or any other legally protected classification or status.

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