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 6: Submit data on projects consistent with the reporting requirements
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Purpose: CARB and administering agencies will develop the reporting structure and template. The reporting template will capture both program- and project-level reporting and will be used to demonstrate how the California Climate Investments portfolio is achieving or exceeding its statutory objectives. CARB provides a formatted reporting template that includes all required and optional reporting fields and that is specific to each project type and each stage of reporting. Administering agencies upload the completed template(s) within CARB’s California Climate Investments Reporting and Tracking System (CCIRTS).
Resources:
o California Climate Investments Reporting Tools
o Co-benefit Assessment Methodologies
Discussion Questions:
o Will program need one- or two-step reporting?
o How will the program define an implemented project?
o For funds going to households, will the benefits be quantified at the household level?
o Will the program report individual project locations, a polygon/line, or aggregated data at the census tract level? Can the agency provide a kmz or kml if a polygon or line is needed to show on the public California Climate Investments map?
o Does the project provide benefits to priority populations?
o Will the program have projects subject to jobs reporting?
o Will projects be implemented and reported on over several years?
o Will projects potentially receive GGRF funds from multiple California Climate Investments programs?
o Are there other funds (e.g., non-GGRF, earned interest) that may need to be captured for reporting purposes?
| Activity | Lead | Notes |
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Review Section VI (p. 60) of the Funding Guidelines. |
All | |
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Determine when projects can be reported as awarded and implemented. |
All |
Definitions of these terms are found in section VI.D.1 of the Funding Guidelines. |
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Determine what costs (administrative, state operations, etc.) and funding sources (GGRF or other) are relevant for reporting on projects. |
All |
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| Determine the information that must be reported for different project types funded and project stages. | All | Work with the CARB reporting lead to determine what fields are required for project types and project stages. |
| Determine the information needed to report benefits to priority populations, and at what level (e.g., household-level reporting). | All | |
| Determine which projects are subject to jobs reporting requirements (section VI.D.4) and review the jobs reporting tab to ensure jobs data is collected in advance of annual reporting. | All | Agencies are encouraged to review the “jobs-read me” tab of the jobs reporting template for more information about how to collect and report jobs. |
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Purpose: Administering agencies submit information on both program- and project-level activities. Administering agencies are responsible for collecting information and submitting reports into CARB’s California Climate Investments Reporting and Tracking System (CCIRTS) during each annual reporting cycle on the activities that occurred within the previous 12-month period.
Resources:
o California Climate Investments Reporting Tools
o California Climate Investments Reporting and Tracking System (CCIRTS)
Discussion Questions:
o What is the current program timeline for implementation? What considerations are relevant relative to annual reporting timelines in CCIRTS?
o What type of data are difficult or take longer for funding recipients or the administering agency to provide?
o What staff should be involved in reporting the data to CCIRTS?
o What staff should review CCIRTS summary data once reporting is done?
| Activity | Lead | Notes |
|---|---|---|
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Review section VI (p. 56) of the Funding Guidelines |
All | |
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Determine reporting check-in schedule. |
All |
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Register for a new account(s) in the California Climate Investments Reporting and Tracking System (CCIRTS). |
Administering Agency |
The online tracking tool agencies must register for and use to submit project and program information during bi-annual reporting periods. A User Guide and instructional videos are available within the online platform. |
| Complete available training modules and review CCIRTS User Guide. | Administering Agency | |
| Submit program and project data annually (Oct. 31 data cutoff). | Administering Agency |