October Prop K Strategic Plan & 5-Year Prioritization Programs Presentation to the Citizens Advisory Committee October 24, 2007

2 WHAT IS PROPOSITION K?  Prop K was approved by 75% of San Francisco voters in November 2003  It includes:  Extension of the prior ½ cent sales tax (Prop B) to fund transportation improvements  Approval of a new Expenditure Plan

3 WHAT IS THE EXPENDITURE PLAN? The Prop K Expenditure Plan:  Determines eligibility for Prop K funds through a list of specific projects (e.g. Central Subway) and programs (e.g. traffic calming)  Sets caps for the maximum amount of Prop K funds that will be available to specific categories, sub-categories, project and programs over the 30-year Expenditure Plan period  Assumes leveraging of sales tax funds to fully fund Expenditure Plan projects and programs  $2.82 billion in Prop K  ~$9.6 billion in other funds (2003 $’s)  Establishes other requirements such as 5-Year Prioritization Programs (5YPPs)

4 EXPENDITURE PLAN CATEGORIES Transit65.5% Paratransit8.6% Streets and Traffic Safety24.6% Transportation System Management / Strategic Initiatives 1.3% Total100% Percent of Prop K Funding

5 EXPENDITURE PLAN CAPS SubcategoryCap (millions of 2003 $’s) Major Capital Projects117.5 Systems Operations, Efficiency & Safety60.6 System Maintenance & Renovation281.6 Bicycle & Pedestrian Improvements255.0 Total100% Category: Streets and Traffic Safety

6 WHAT IS THE STRATEGIC PLAN?  The Prop K Strategic Plan is the primary implementation document for the Expenditure Plan.  The Strategic Plan:  Establishes policies  Forecasts sales tax revenue  Budgets program expenses  Programs funds by fiscal year to projects and programs  Assumes reimbursement rates for past and future allocations  Includes financing proceeds and expenses

7 5-YEAR PRIORITIZATION PROGRAMS (5YPPs) 5YPPs are a condition of allocation for all programmatic (i.e., non- project specific) Expenditure Plan categories, such as:  Bus Rapid Transit/Muni Metro Network  BART Station Access, Safety and Capacity  New Signs and Signals  Pedestrian and Bicycle Circulation/Safety  Transportation/Land Use Coordination

8 DESIRED OUTCOME OF THE 5YPPS  A strong pipeline of grant-ready projects that can be advanced as soon as funds (Prop K and other funds) are available.  Why is this important?  The Expenditure Plan assumes leveraging of sales tax funds to fully fund its projects and program ($2.82 billion in Prop K  ~$9.6 billion in other funds (2003 $’s))  To support faster delivery of projects and programs so the public can enjoy the benefits sooner

9 5YPPs PURPOSE  Establish a clear set of criteria for prioritizing projects  Improve agency coordination, particularly during the early stages of the planning process  Encourage and enable public input early and throughout the planning process  Establish performance measures that are intended to inform future project prioritization and development

10 5YPP Required Elements Among other requirements, 5YPPs must address:  Project Readiness  Compatibility with existing and planned land uses  A prioritization mechanism to rank projects  Full funding plans for projects and programs (Prop K and other $)  Performance measures For the 2008 update, the 5YPPs will also include:  Project delivery accomplishments to date  Project delivery trends, issues and opportunities

11 REGIONAL TRANSPORTATION PLAN (RTP)  The RTP is the master plan that guides the nine-county Bay Area’s transportation investments for a 25-year period.  The Metropolitan Transportation Commission’s (MTC’s) adopts the RTP every 4 years.  Update of the 2009 RTP, also known as Transportation 2035, is now underway.

12 PROP K RELATIONSHIP TO THE RTP  Implementation of the Expenditure Plan relies on extensive leveraging of other funds - consistency with the RTP is a condition of eligibility for most federal and state fund sources  The RTP provides a basis for regional advocacy for new revenue sources  The Countywide Transportation Plan, Strategic Plan and 5YPPs are key inputs into the RTP Regional Transportation Plan Expenditure Plan & Strategic Plan Countywide Transportation Plan

13 SCHEDULE HIGHLIGHTS December 5, 2007Strategic Plan Policies – ACTION January 23, 2008Draft Strategic Plan – INFO Late January 2008Public Workshop (not a CAC meeting) February 27, 2008Public Workshop (before CAC meeting) Draft 5YPPs – INFO March 26, 2008Final Draft Strategic Plan – ACTION April 23, 2008Final Draft 5YPPs - ACTION Milestones correspond to Citizen Advisory Committee (CAC) meetings, except where noted.

14 PUBLIC INPUT OPPORTUNITIES  Authority Board and committee meetings  Public Workshops  Late January 2008  February 27, 2008 – immediately preceding the CAC meeting  Contact Authority Staff  Contact Project Sponsor Staff  Other Authority outreach (website, direct mailing)  Other Project Sponsor outreach, if appropriate

15 FOR MORE INFORMATION  Website: click on Funding Opportunities, then Prop Kwww.sfcta.org  Authority Policy & Programming Staff: Maria Lombardo, Deputy Director Amber Crabbe, Senior Transportation Planner Melissa Pelkey, Senior Transportation Planner (e.g. Phone:

October