California Climate Investments Roadmap
Process and Resources for Administering California Climate Investments Programs
Once the legislature appropriates GGRF funds, administering agencies design and implement California Climate Investments programs in accordance with the Funding Guidelines and any program‑specific statutory requirements. This roadmap illustrates how administering agencies use the Funding Guidelines through program design, implementation, and reporting. This is not a comprehensive resource; please refer to the Funding Guidelines for details. Download a PDF version of the roadmap activities.
Step 3: How to prepare or update an expenditure record for posting on the program website
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Purpose: Administering agencies will develop and post their expenditure record, which provides transparency about how GGRF funds will be used, ensures that their program meets statutory requirements, and furthers the purposes of AB 32 and related statutes.
Resources:
o Coming Soon! Expenditure Review Checklist
o California Climate Investments Funded Programs
Discussion Questions:
o Does a new expenditure record need to be created or does the program already have an expenditure record in place that needs to be updated?
o If a new expenditure record needs to be created, does the program meet the criteria to use the alternative compliance expenditure record template?
o Has the program undergone any changes since posting the expenditure record that would warrant an update?
| Activity | Lead | Notes |
|---|---|---|
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Read section II.D (p. 22) and III.A.1 (p. 25) of the Funding Guidelines. |
All | |
| Hold a call to discuss Expenditure Record content, engage relevant CARB staff. | CARB |
Identify and consider key events for potential applicants (for example, busy harvesting seasons for farmers, key tribal events, EPA grant timelines, etc.). |
| Determine timeframe for expenditure record posting in accordance with statutory requirements. | Administering Agency |
Administering agency must post the final expenditure record on their website prior to expending funds. |
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Complete Expenditure Record template and share with CARB staff for review. CARB may only provide informal review and comments. |
Administering Agency | The template is meant to assist agencies in developing their expenditure record. Agencies may choose to answer the template questions generally if detailed information is not available but are strongly encouraged to amend the expenditure record if and when it no longer reflects program design, implementation or statutory requirements. |
| Route Expenditure Record for administering agency review and posting. | Administering Agency | |
| Finalize and post Expenditure Record on program webpage. Submit a copy of the expenditure record, and the associated URL for public posting, to CARB via the GGRF Program email. | Administering Agency | |
| Post link to Expenditure Record to CARB website. Ensure program is listed on funded program page. | CARB |