Guidance for Transit Financial Plans defines the content and scope of a financial plan that accomplishes the objectives of the legislative mandate placed upon FTA. It provides a model format and detailed examples of the elements of a complete and concise financial plan. The financial plan documents the recent financial history of the transit agency, describes its financial health, documents projected costs and revenues, and demonstrates the reasonableness of key assumptions underlying these projections.
For additional technical guidance on developing transit agency financial plans and for specific questions related to this document, contact Sherry Riklin at the Federal Transit Administration's Planning and Environment office.
For guidance, see our user worksheets: