File #: 2019-0629   
Type: Informational Report Status: Agenda Ready
File created: 8/7/2019 In control: Planning and Programming Committee
On agenda: 11/20/2019 Final action:
Title: RECEIVE AND FILE the Measure R Ordinance Preliminary Ten-Year Review and Potential Amendments.
Sponsors: Planning and Programming Committee, Executive Management Committee
Indexes: "Hot Spots" Program, Budgeting, Capital Project, Capital Project Funds, Debt, I-5, Informational Report, Interchanges, Measure R, Metro Purple Line, Plan, Proposition C, South Bay Cities subregion, Southern California Highways, Transfers
Attachments: 1. Presentation
Related files: 2019-0884, 2019-0883, 2015-1763
Date Action ByActionResultAction DetailsMeeting DetailsAudio
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Meeting_Body
2nd REVISED
PLANNING AND PROGRAMMING COMMITTEE
NOVEMBER 20, 2019
EXECUTIVE MANAGEMENT COMMITTEE
NOVEMBER 21, 2019

Subject
SUBJECT: MEASURE R ORDINANCE PRELIMINARY 10-YEAR REVIEW AND POTENTIAL AMENDMENTS

Action
ACTION: RECEIVE AND FILE

Heading
RECOMMENDATION

Title
RECEIVE AND FILE the Measure R Ordinance Preliminary Ten-Year Review and Potential Amendments.

Issue
ISSUE

The Measure R Ordinance ("Ordinance") permits the Board to amend the Ordinance not more than once every ten years, beginning in 2020, to transfer sales tax revenue between the transit and highway capital subfunds. This Board item provides preliminary staff findings regarding the transfer. In addition, information is given on possible additional amendments to transfer funding among existing projects or add funding for new projects.

No recommendations for amendments to the Ordinance are being made at this time.

Background
BACKGROUND

The Measure R Ordinance, which became effective in January 2009, identifies the allowable uses for the 0.5% countywide sales tax that funds Metro capital projects and transit operations. The Ordinance created both transit and highway capital subfunds that receive a percentage of the Measure R sales tax revenue and fund the capital projects listed on the Expenditure Plan (Attachment A of the Ordinance). One of the capital projects is a Capital Project Contingency ("Contingency"). Per the Ordinance, the Contingency is to be used, among other things, to pay interest on debt.

Discussion
DISCUSSION

The amount available for Contingency is currently estimated to be significantly lower than identified in the Expenditure Plan, as the total amount of Measure R sales tax is less than initially anticipated. The following table shows the current estimate of Contingency (from the November 2019 Short Range Financial Forecast, or "2019 Financial Forecast") versus the amount in the Expenditure Plan. Contingency has decreased from $3.3 billion to $694 m...

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