Draft Measure M Guidelines

REVISED
ATTACHMENTA
MEASUREM
DRAFT
GUIDELINES
Introduction
On June 23, 2016, the Metro Board of Directors approved the Los Angeles County
Traffic Improvement Plan Ordinance (#16-01, the Ordinance). This Ordinance, known
as Measure M, was approved by more than 71% of voters at the November 8, 2016
general election. As a result, the projects and programs in the Expenditure Plan of the
Ordinance have been approved and must now be implemented accordingly.
Measure M is far more comprehensive and ambitious than Measure R. The Guidelines
must address all aspects of administering and overseeing Measure M. For this reason
the oversight of Measure M is also more complex. The attached master guidance was
prepared for a comprehensive and balanced approach for all elements of Measure M.
Primary topics include: Administration and Oversight; Audits; Assessments and
Amendments; Cashflow; Transit Operations and Other Designated Operational
Funding; Multi-year Subregional Programs; Local Return; and State of Good Repair.
The success of Measure M will be built upon the diverse and committed coalition that
supported its passage, and efficacy of the Measure M plan provisions as they impact
our various constituencies. The Metro Board and its staff are ultimately accountable to
the people of Los Angeles County. It is with this consideration, that we present these
[draft] Measure M Guidelines.
TABLEOFCONTENTS
Introduction..................................................................................................................................................2
ADMINISTRATION&OVERSIGHT..................................................................................................................4
AUDITS..........................................................................................................................................................8
COMPREHENSIVEPROGRAMASSESSMENTPROCESS&AMENDMENTS.....................................................9
MAJORPROJECTACCELERATIONAMENDMENTS.......................................................................................11
DEBTPOLICY................................................................................................................................................13
CASHFLOWMANAGEMENT........................................................................................................................14
CONTINGENCYSUBFUNDS..........................................................................................................................17
3%LOCALCONTRIBUTIONTOMAJORTRANSITPROJECTS........................................................................20
MULTIYEARSUBREGIONALPROGRAMS....................................................................................................22
MULTIYEARPROGRAMS(HIGHWAYSUBFUNDS)......................................................................................25
INTELLIGENTTRANSPORTATIONSYSTEMSANDTRANSPORTATIONTECHNOLOGYIMPROVEMENTS......32
ACTIVETRANSPORTATION(NORTHCOUNTY,GATEWAYCITIES,LASVIRGENES,MAIBU),........................35
FIRST/LASTMILE(WESTSIDEANDSANGABRIELVALLEYSUBREGIONS),...................................................35
GREENWAYPROJECTS(SANGABRIELVALLEY),..........................................................................................35
GREATSTREETS,..........................................................................................................................................35
TRANSITMULTIYEARSUBREGIONALPROGRAMS.....................................................................................39
METROACTIVETRANSPORTATON(2%)......................................................................................................41
2%SYSTEMCONNECTIVITYPROJECTS(HIGHWAYCONSTRUCTIONSUBFUND)........................................43
2%SYSTEMCONNECTIVITYPROJECTS(TRANSITCONSTRUCTIONSUBFUND)...........................................46
VISIONARYPROJECTSEEDFUNDING..........................................................................................................48
COUNTYWIDEBRTEXPANSION...................................................................................................................50
SUBREGIONALEQUITYPROGRAM..............................................................................................................52
1%REGIONALRAIL......................................................................................................................................54
5%METRORAILOPERATIONS....................................................................................................................58
20%TRANSITOPERATIONS(MetroandMunicipalProviders)..................................................................61
2%ADAPARATRANSITFORTHEDISABLED;METRODISCOUNTSFORSENIORSANDSTUDENTS..............65
2%METROSTATEOFGOODREPAIR...........................................................................................................68
LOCALRETURN............................................................................................................................................70
APPENDIXA:POTENTIAL3%JURISDICTIONSBYMAJORTRANSITPROJECT..............................................95
APPENDIXB:ATTACHMENTA.....................................................................................................................98
ADMINISTRATION&OVERSIGHT
Evolvingframework
Asmasterguidance,thisdocumentprovidestheoverarchingframeworkforthemanagement
andoversightofMeasureManditscomponentelements.Inseveralcases,moredetailed
processesand/orprocedureswillneedtobedevelopedfortheactualadministrationofthe
programelements,andtimelinesforthosedetailsarenotedthroughout.Thosedetailed
processes/procedures,whileextensionsofthisMasterGuidance,canbeamendedseparately,
asrequiredtoadjusttochangingcircumstancesovertime.
Ordinancebackground
MeasureMwasapprovedbythevotersofLosAngelesCountyonNovember8,2016to
improvetransportationandeasetrafficcongestionconsistentwiththeMeasureMOrdinance.
OVERSIGHT

MetrostaffdevelopedaSelectionProcesstoaddresstheMeasureMOrdinancerequirements
fortheIndependentTaxpayerOversightCommittee,comprisedofsevenvotingmembers
representingthefollowingareasofexpertise:
A. Aretiredfederalorstatejudge.
B. Aprofessionalfromthefieldofmunicipal/publicfinanceand/orbudgetingwitha
minimumoften(10)yearsofrelevantexperience.
C. Atransitprofessionalwithaminimumoften(10)yearsofexperienceinseniorlevel
decisionmakingintransitoperationsandlaborpractices.
D. Aprofessionalwithaminimumoften(10)yearsofexperienceinmanagementand
administrationoffinancialpolicies,performancemeasurements,andreviews.
E. Aprofessionalwithdemonstratedexperienceoften(10)yearsormoreinthe
managementoflargescaleconstructionprojects.
F. Alicensedarchitectorengineerwithappropriatecredentialsinthefieldof
transportationprojectdesignorconstructionandaminimumoften(10)yearsof
relevantexperience.
G. Aregionalassociationofbusinessesrepresentativewithatleastten(10)yearsofsenior
leveldecisionmakingexperienceintheprivatesector.
AdditionalinformationisavailableontheMetrowebsite.
TIMELYUSEOFFUNDS
GiventheobjectiveofMeasureMtoimprovetransportation,transitserviceandeasetraffic
congestionintheregion,thetimelyuseoffundsisafoundationalprinciplethroughoutthese
Guidelines.ItisthefiscalresponsibilityofMetrotoensurethatMeasureMsalestaxrevenues
arespentaccordingtotherequirementsoftheOrdinanceasquicklyaspossibletorealizethe
benefitsoftheMeasureMExpenditurePlanaspromisedforthepeopleofLosAngelesCounty.
ProjectReadiness
PartofMetrosobligationtoensuretimelyuseofMeasureMfundsistodefineandencourage
projectreadinessinordertomoveprojectsforwardinatimelymanner.Becausesalestax
revenuesareaccruedovertime,thecapacitytofundmultipleprojectsandprograms
necessitatessequencingovermultipleyears.Thissequencingisreflectedintheprojectand
programsliststhatcomprisetheMeasureMExpenditurePlan.
Thatsaid,individualprojectswillneedtomoveforwardwithinamanagedcashflowprocessas
outlinedintheCashflowManagementsectionoftheseGuidelines.Partofthatprocessisbuilt
onanassumptionthatprojectsorprogramswillobligateMeasureMfundsatthetimetheyare
readytousethem.Asaresult,projectreadinesscriteriahavebeenestablishedforseveral
MeasureMprograms,andarenotedassuchintheGuidelines.
Themostdirectwaytoincorporateadditionalaccelerationtodeliverprojectsmorequickly
relatestoMetrosOperationShovelReady,detailedinJanuary2016.Aspartofthis
program,Metrowillaggressivelymoveforwardinbringingtransit,highwayandregionalrail
projectsclosertotheimplementationstage.Bringingtheseprojectstoa"shovelready"state
allowsMetrototakeadvantageofpotentialopportunitiesthatmaydevelopandallowthe
projectstoadvanceintothedesignandconstructionstagessoonerratherthanlater.Asstated
inthereporttotheBoard,
"OperationShovelReadypotentialopportunitiesmayincludethoserelatedtofunding,grants,
privatesectorparticipationandlocalcommunitysupport.Iftheseprojectsarenotadvancedto
ashovelreadystate,Metromaynotbeabletotakeadvantageoffuture,unexpected
opportunities.Movingtheseprojectsclosertoashovelreadystatedoesnotnecessarilymean
thattheywillallmoveimmediatelyintotheconstructionstage.However,theywillgetdone
soonerwhenfundingbecomesavailableandarereadytostartquickly.
ThisconceptwillalsobeusedaspartoftheseMeasureMGuidelines.
LapsingRequirements
Oncefundsareobligated,theyneedtobeexpendedforthepurposesassigned.Recipients
mustcomplywithspecificlapsingrequirements,likethosesetforthintheLocalReturn
Guidelines.WhennotspecificallysetforthintheGuidelines,fundlapsingruleswillbeadopted
bytheMetroBoardhereafter.Processesforlapsingwillalsoincludeanoptionforextensions
onacasebycasebasis,accompaniedbyadequatedocumentationofjustificationoftheneed
fortheextensionrequest.
PROJECTACCELERATION
TheOrdinanceallowsforprojectacceleration.Projectaccelerationcanbeconsideredbythe
MetroBoardbaseduponprojectaccelerationconsiderations,ascomparedtoprojectsthatare
delayedduetofunding,environmentalclearanceissues,litigation,orotherconsiderations
which,include,butarenotlimitedto:
Availablelocalfundingsuchassupplementalalocalsalestaxballotmeasure;
AvailableprivateinvestmentwhenfundingassumessuchP3investment;
Uniquequalitiesthatattractfederalfundingsuchasaccesstohealthcareand
affordablehousingdevelopmentopportunities;and
Easeofpropertyacquisitionoruseduetoavailablerightsofwayand/ormunicipalor
Metroownedproperties.
Additionalacceleration,discussedhereinafter,requirestheapprovalby2/3voteoftheMetro
BoardandcannotdelayanyotherExpenditurePlanprojectorprogrambeyondthedates
containedintheExpenditurePlan.
COSTCONTAINMENTPOLICYFOREXPENDITUREPLANMAJORPROJECTS
ItisessentialthatcostsbemanagedandcontrolledtoensuredeliveryofMeasureMMajor
Projects.ItisexpectedthatallMajorProjectsaremanagedtotheapprovedbudgetand
schedulewithintheExpenditurePlan..
Theobjectiveofthecostmanagementpolicyandprocessistoinsurethepromptdevelopment
andconsiderationofprojectcostalternativesthatgenuinelyaddressthecostcontrols
necessarytosuccessfullydeliverallMeasureMtransitandhighwayMajorProjects.Firstand
foremostisthatnoprojectwillreceiveMeasureMfundsoverandabovetheamountlistedin
theexpenditureplanexceptunderthefollowingcircumstances:
A) Thecostisrelatedtoinflationarypressures,andmeetstherequirementsforthe
InflationrelatedContingencyFundprovisionsprovidedundertheOrdinance.Theseare
addressedintheContingencyFundGuidelinesSection__.
B) AdditionalMeasureMfundsareprovidedforandconsistentwithamendments
permittedintandemwiththeTenYearComprehensiveProgramAssessmentpermitted
undertheOrdinance.ThisprocessisaddressedintheComprehensiveProgram
AssessmentProcess&AmendmentsSection___.
C) RedirectionofMeasureMsubregionalfundsalignedwiththeprojectslocation,solong
astheprojectsatisfiesallsubregionalprogrameligibilitiesandproceduresconsistent
withtheseguidelines,andwiththeagreementofjurisdictionsotherwiseeligiblefor
thosesubregionalfunds.

Inallofthesecases,aspecificMetroBoardactionisrequiredtoaddresstheshortfallpriorto
theprojectproceeding.
Whentheaforementionedprocessesarenotappropriateorapplicable,accordingtothese
Guidelines,theshortfallwillthenfirstbeaddressedattheprojectlevelpriortoevaluationfor
anyadditional,nonMeasureMresourcesusingthesemethodsinthisorder:
1. ValueEngineering/ScopeReductionsthesemustbeconsistentwithanypriorrelated
requirementsorlimitationsattachedtotheprojectscope;;
2. NewLocalAgencyFundingSources;
3. ShorterSegmentationthesemustbeconsistentwithanypriorrelatedrequirements
orlimitationsattachedtotheprojectscope;
4. CorridorCostReductions;andthen
5. CountywideCostReductions.
Ifrecommendedsourcesinvolveanyfundsthatarenotfromlocallycontrolledsources,the
plannedreductionmustconformtotheprioritiesoftheLRTPandavailablefundingwiththe
TFP.
AUDITREQUIREMENTS
UseofMeasureMfundswillbesubjecttoauditandoversight,andallotherapplicablestate
andlocallaws.
MEASUREMRECOGNITION
ProjectsandservicesfundedbyMeasureMwillpublicallyacknowledgetheuseofMeasureM
fundsthroughwebsites,flyers,orotherpromotionalandmarketingmaterials.Theformof
recognitionwillbelefttothediscretionofMetroinconsultationwiththerecipientagency.
REVISIONSTOPROGRAMGUIDELINES
TheseprogramguidelinesmayberevisedbytheMetroBoardofDirectors.
AUDITS

AnnualFinancialandComplianceAuditandIndependentAuditFirmSolicitation
PertheMeasureMOrdinance,Metroshallcontractforanannualaudit,tobecompletedwithin
six(6)monthsaftertheendofthefiscalyearbeingaudited,forthepurposeofdetermining
compliancebyMetrowiththeprovisionsoftheOrdinancerelatingtothereceiptand
expenditureofSalesTaxRevenuesduringsuchfiscalyear.Theauditshouldincludea
determinationastowhetherrecipientsofNetRevenuesallocatedfromtheseSubfundshave
compliedwiththeOrdinanceandanyadditionalguidelinesdevelopedbyMetroforthese
Subfunds.
AnnualAuditWorkshop
Metrowillfacilitateanannualcollaborativeauditworkshopthatwillbeattendedbythe
selectedindependentauditfirmsandfundrecipientsforthepurposeofprovidinginsightinto
theauditprocess,documentationrequirementsandimportantauditduedates.Theworkshop
willgiveattendeesachancetomeetrepresentativesfromtheCPAFirmsconductingtheaudits,
whowillprovideanoverviewoftheauditprocessandtimelines.Inaddition,pertinentMetro
staffwillprovidebackgroundinformationonthevariousfundingprogramsincludedinthe
annualaudit.
ReviewofAnnualAuditResultsandPublicHearing
ResultsoftheannualfinancialandcomplianceauditswillbepresentedtotheIndependent
TaxpayerOversightCommitteewhichwillmakefindingsastowhetherMetroisincompliance
withthetermsoftheOrdinance.Suchfindingsshallincludeadeterminationastowhether
recipientsofNetRevenuesallocatedandfundswereexpendedforalltheSubfunds(outlinedin
theExpenditurePlan)andhavecompliedwiththisOrdinanceandanyadditionalguidelines
developedbyMetro.AuditresultswillalsobeavailableontheIndependentTaxpayerOversight
CommitteewebpagewhichislinkedtotheMeasureMwebsite.
TheIndependentTaxpayerOversightCommitteewillcauseasummaryofeachaudittobe
availableandaccessibletothepublic(throughvarioustypesofmedia)priortothepublic
hearinganduponrequest.TheIndependentTaxpayerOversightCommitteeshallholdan
annualpublichearingtoobtainthepublicsinputontheauditresults.AllIndependent
TaxpayerOversightCommitteemeetingsshallbeinaccordancewiththeRalphM.BrownAct.
COMPREHENSIVEPROGRAMASSESSMENTPROCESS&AMENDMENTS
FiveYearAssessment
Commencingincalendaryear2022,andeveryfive(5)yearsthereafter,theMetroBoardof
DirectorsshalladoptaFiveYearComprehensiveProgramAssessment.Theseassessmentsshall
becoordinatedwithMetrosShortRangeTransportationPlan(SRTP)and/ortheLongRange
TransportationPlan(LRTP)andprovideacomprehensivereviewofallprojectsandprograms
implementedundertheMeasureMExpenditurePlantoevaluatetheperformanceofthe
overallprogramandmakerecommendationstoinclude,butnotbelimitedto:
Improvementsoncurrentpractices;
Bestpractices;and
Organizationalchangestoimprovecoordination.
SpecificevaluationareasandcriteriaoftheFiveYearComprehensiveProgramAssessmentwill
beapprovedbytheMetroBoardofDirectorsinconsultationwiththeMeasureMIndependent
TaxpayerOversightCommittee,andwillincludeanupdatetotheTransportationFinancePlan
(TFP)Model,originallydevelopedfortheLRTP.
Priortoadoption,theMeasureMIndependentTaxpayerOversightcommitteeshallreviewthe
FiveYearComprehensiveProgramAssessmentandmakefindingsand/orprovide
recommendationsforimprovingtheprogram.TheresultsoftheCommitteesreviewshallbe
presentedtotheMetroBoardofDirectorsaspartoftheadoptionoftheComprehensive
ProgramAssessment.
TenYearAssessment
Commencingincalendaryear2027,andeveryten(10)yearsthereafter,theMetroBoardof
DirectorsshalladoptaTenYearComprehensiveProgramAssessment.Theseassessmentsshall
becoordinatedwithMetrosTFPModelandLongRangeTransportationPlan(LRTP)updates
andprovideacomprehensivereviewofallprojectsandprogramsimplementedunderthe
MeasureMExpenditurePlantoevaluatenotonlyallareasoftheFiveYearComprehensive
ProgramAssessment,butthoseimpactingtheabilitytoamendtheMeasureMOrdinanceand
ExpenditurePlan.Theseevaluationareasinclude,butarenotlimitedto:
Projects/programscompleted;
Projects/programsanticipatedforcompletioninthenexttenyears;and
Changesincircumstancesaffectingthedeliveryofprojects/programswithintheir
schedulesasidentifiedintheMeasureMExpenditurePlan.

Specificevaluationareas,performanceindicatorsforprojectdelivery,andcriteriaoftheTen
YearComprehensiveProgramAssessmentwillbedevelopedbytheMetroBoardofDirectors
throughtheLongRangeTransportationPlaninconsultationwiththeMeasureMIndependent
TaxpayerOversightCommittee.
AmendmentOpportunities
AspartofitsapprovaloftheTenYearComprehensiveProgramAssessmenttheMetroBoardof
DirectorsmayadoptamendmentstotheMeasureMOrdinanceandExpenditurePlanto:(1)
addMajorProjectsand/orMultiYearSubregionalPrograms;(2)transferfundsbetweencapital
project/programsubfunds;and(3)changesubregionalboundaries(limitedtonoearlierthan
2047bytheMeasureMOrdinance).TheMeasureMIndependentTaxpayerOversight
CommitteeshallreviewandprovidecommentontheassessmenttotheMetroBoardof
Directors.PriortoactiononanyamendmenttheMetroBoardofDirectorsshallholdapublic
meetingonproposedamendments.Noticeofthepublicmeetingshallbeprovidedatleast60
daysinadvanceofthemeetingtotheLosAngelesCountyBoardofSupervisors,thecitycouncil
ofeachcityinLosAngelesCounty,andthepublic,andshallincludeacopyoftheproposed
amendments.Allamendmentsmustbepassedbya2/3voteoftheMetroBoardofDirectors.
1. AddMajorProjectsand/orMultiYearSubregionalProgramsExpenditurePlanMajor
ProjectsandMultiYearSubregionalProgramsmaybeaddedtotheExpenditurePlan
providedthatsuchadditionsdonotdelaytheGroundbreakingStartDate,Expected
OpeningDate,oramountofMeasureMFunding2015$ofanyotherExpenditure
PlanMajorProjectsorMultiYearSubregionalProgram.Changesincircumstances
affectingthedeliveryofprojects/programswillbeevaluatedthroughtheTenYear
ComprehensiveProgramAssessmenttoconfirmandupdateactualprojectdelivery
schedules.
2. TransferFundsBetweenCapitalProject/ProgramSubfundsTheMetroBoardof
DirectorsmayadoptanamendmenttransferringNetRevenuesbetweentheTransit,
First/LastMile(Capital)SubfundandtheHighway,ActiveTransportation,Complete
Streets(Capital)Subfund.TheMetroBoardofDirectorsshallnotadoptanyamendment
totheMeasureMOrdinanceorExpenditurePlanthatreducestotalNetRevenues
allocatedtothesumoftheTransit,First/LastMile(Capital)SubfundandtheHighway,
ActiveTransportation,CompleteStreets(Capital)Subfund.
3. ChangeSubregionalBoundariesNotsoonerthan2047theMetroBoardofDirectors
mayamendtheboundariesofthesubregionalplanningareasasidentifiedin
AttachmentBoftheMeasureMOrdinance.
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MAJORPROJECTACCELERATIONAMENDMENTS
TheMetroBoardofDirectorsmayconsideranamendmentoftheScheduleofFunds
AvailabletoaccelerateanExpenditurePlanMajorProjectatanytimeovertheMeasureM
programprovidedthatsuchamendmentshallnot:
Reducetheamountoffundsassignedtoanyotherprojectorprogramasshowninthe
MeasureMFunding2015$columnoftheMeasureMExpenditurePlan;
DelaytheScheduleofFundsAvailableforanyotherprojectorprogram;or
NegativelyimpactMetroabilitytomeetFTArequirementsformaintainingexisting
servicelevels.
AccelerationisdefinedasadvancingmajorprojectsaheadoftheidentifiedGroundbreaking
StartDateidentifiedintheMeasureMExpenditurePlan.Accelerationofprojectsmaybe
triggeredbyeventsincluding,butnotlimitedto:
Unsolicitedproposalsfromtheprivatesectordeemedtohavetechnicalorfinancial
merit;
Unforeseenstateand/orfederalfundingopportunities;and
Unanticipated,unmitigated,andunavoidabledelaysinotherproject/programdelivery
schedules.
TheMetroBoardofDirectorsshallperformanassessmentofanymajorprojectacceleration
proposal.MajorprojectsproposedforaccelerationcanbeconsideredShovelReadysuch
thatthey:
Haveattainedallrequiredstateandfederalenvironmentalclearancesasapplicable;and
Haveattained30%designplansiftobedeliveredunderdesignbuildprocurement;or
Haveattained100%designplans,permitsessentialtobeginconstruction,andallright
ofwayclearances*iftobedeliveredunderdesignbidbuildprocurement;or
Haveafullfundingplan,includinganappropriatecontingency,of
committed/reasonablyassumedfundsconsistentwiththeproposedacceleration
schedule.
*Rightofwayclearanceincludesrightofwayworkaroundsduringconstructionascertifiedby
theCaliforniaDepartmentofTransportation.
Changesincircumstancesaffectingthedeliveryofotherprojects/programswillbeevaluated
throughtheassessmenttoconfirmandupdateactualprojectdeliveryschedules.
TheMeasureMIndependentTaxpayerOversightCommitteeshallreviewandprovidecomment
ontheassessmenttotheMetroBoardofDirectors.Priortoactiononanyamendmentthe
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MetroBoardofDirectorsshallholdapublicmeetingonproposedamendments.Noticeofthe
publicmeetingshallbeprovidedatleast60daysinadvanceofthemeetingtotheLosAngeles
CountyBoardofSupervisors,thecitycouncilofeachcityinLosAngelesCounty,andthepublic,
andshallincludeacopyoftheproposedamendments.Allamendmentsmustbepassedbya
2/3voteoftheMetroBoardofDirectors.
GeneralAmendments
TheMetroBoardofDirectorsshalldevelopproceduresforgeneralamendmentstothe
MeasureMOrdinanceandExpenditurePlaninconsultationwiththeMeasureMIndependent
TaxpayerOversightCommittee,andwillbeincludedasanaddendumtotheseGuidelines
withinoneyearofadoptionoftheseGuidelines.Theprocedureswillcoverallotherareasof
amendmentsbeyondthoseidentifiedinthe2017MeasureMGuidelinesandbeaddedtothe
2017MeasureMGuidelinesbyadoptionoftheMetroBoardofDirectors.Theseareasinclude,
butarenotlimitedto:
Timingofamendments;
ExclusionsOrdinanceprovisionsthatcannotbeamendedwithoutvoteofthepublic;
ExceptionsOrdinanceprovisionsthatchangewithoutamendmentrequirements;and
MetroBoardactionrequirements,includingpublicoutreachandMeasureM
IndependentTaxpayerOversightCommitteeinvolvement.

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DEBTPOLICY
INTRODUCTION
InApril2015,theMetroBoardadoptedMetrosDebtPolicy,incorporatingaffordabilitypolicy
limits,typesoffinancingproducts,structuralfeaturesandthedebtissuanceprocessatMetro.
ThispolicycoverslocalsalestaxesanddebtrelatedtoPropositionA,PropositionC,and
MeasureR.
PROGRAMOBJECTIVES
TheguidelinesforMeasureMdebtwillbeincludedinthenextiterationofMetrosDebtPolicy
whichisscheduledfor2017.Oncecompleted,the2017MetroDebtPolicywillprovideformal
guidancefordebtissuanceunderMeasureM.
PROGRAMAMOUNTANDALLOCATIONPERIOD
ThedebtguidelinesandaffordabilitytargetsforMeasureMwillbedevelopedby
Finance/TreasurywithinputfromPlanningaspartofthe2017updatefortheMetroDebtPolicy
andvariousguidelinesrelatedtoMeasureM.Debtissuedwilldeterminecashflowpriorities
accordingtobondcovenantrequirements.NolanguagesetforthintheseGuidelinesismeant
tocircumventbondobligationsrelatedtothesefunds.
REPORTINGREQUIREMENTS
MetrowillprovideannualreportstotheMeasureMIndependentTaxpayerOversight
CommitteedescribinghowfundsassociatedwiththeMeasureMdebtarecontributingto
accomplishingtheprogramobjectives.
AUDITREQUIREMENTS
UseofthesefundswillbesubjecttoauditandoversightasdeterminedbyMeasureMandall
otherapplicablefederal,stateandlocallaws.Metrowillretainalldocumentsandrecords
relatedtothisprogramandtheuseoffundsaccordingtoMetrosrecordsanddisposition
policiesinforceatthetimeofthedebtissuance.
TheseprogramguidelinesmayberevisedbytheMetroBoardofDirectors,includingby
adoptionoffuturerevisionstoMetrosDebtPolicy.
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CASHFLOWMANAGEMENT
INTRODUCTION
ThepurposeoftheCashflowManagementGuidelinesistoidentifytheforecastedfiveyear
cashflowavailabilityandneedsforoperatingandcapitalusesonanannualbasis.Thiswillbe
donethroughtheTransportationFinancePlan(TFP)Model,originallydevelopedtosupportthe
LRTPandSRTP.Theannualneedsforalloperatingandcapitalusesaredeterminedin
coordinationwiththeMetroOfficeofManagementandBudget,MetroProgramManagement
andConstruction,Caltrans,andotherprojectsponsorsandserviceprovidersas
appropriate.TheTFPmodelisacomprehensiveforecastforthedurationoftheLongRange
TransportationPlanperiod.ThismodelforecastsallrevenuesourcesavailabletoMetro
neededtofinancethecostsofoperatingandmaintainingthetransitsystem,aswellasthe
capitalprogramandprojectcommitmentsmadeoverthatperiod,includingallvoterapproved
expenditureplans.TheTFPdirectlysupportsandsatisfiestheanalyticalrequirementsimposed
bytheFederalTransitAdministrationforfullfundinggrantagreements.Italsosupportsthe
SouthernCaliforniaAssociationofGovernments(SCAG)RegionalTransportationPlanand
similarrequirementsfromtheStateofCalifornia.
PROGRAMOBJECTIVES
OnanannualbasisMetrowilldevelopafiveyearforecasttoidentifyhowmuchrevenuewillbe
generatedfromMeasureMtaxreceipts.MeasureMreceiptscanbecalculatedforfunding
TransitOperating&Maintenance,andtheLocalReturn/RegionalRailsubfundasapercentage
ofthisrevenuenumber,netofadministration(1.5%).Surplusordeficitamountswillbe
adjustedbasedonfinancialyearactualreceiptsasreportedinMetrosComprehensiveAnnual
FinancialReport(CAFR).CashflowneedsfortheTransitandHighwayCapitalprogramswillbe
identifiedintheTFPModel,andmayincludefundingfromotherlocal,state,andfederal
sourcesincludingdebtinstruments.
TheTFPModeloutputsidentifyannualprogrammedfundingfortheLRTPperiod,asdefined
above.Cashflowwillbeidentifiedtofundtheseprojectswithinthosecapacitiesafter
allocationstotheTransitOperating&Maintenance,andtheLocalReturn/RegionalRail
subfunds.AllHighwayandTransitCapitalprojectsandprogramswillbefundedbasedonthe
schedulesestablishedintheMeasureMExpenditurePlanassupportedbytheProgram
ManagementPlanand10YearCapitalandannualMetrobudgetprocesses.IfMeasureMcash
receiptsforcapitalprojectsorprogramsareinsufficientbasedontheannualreceiptsthen
bondproceedsmaybeusedtomaintaintheschedulesetforthintheExpenditurePlan.Ifbond
14

proceedsareinsufficienttomaintaintheExpenditurePlanschedule,thenotherlocal,state,and
federalfundingmaybeprogrammedforprojectcompletionintheTFPModel.TheExpected
OpeningDateidentifiedintheExpenditurePlanrepresentsthefirstyearofathreeyear
window,soMeasureMfundingmayextendbeyondtheExpectedOpeningDate.
ALLOCATIONMETHODOLOGY
Shortagesinthecashflowswillneedtobeaddressedbyborrowing(i.e.,debtissuance)or
delayingcapitalprojectstolaterintheirthreeyearopeningdaterangepermittedbythe
Ordinance.Othercashflowshortageswillbeaddressedattheprojectlevelandwillrequire
Boardapprovalasappropriate.Surplusesinthecashflowprofilemaybeusedtofundthe
HighwayandTransitContingencysubfundoranyotherusespermittedbytheOrdinance
consistentwiththeTFPModelforecastdevelopedforusewiththeLRTPandotherlongterm
capitalplanningneeds.
RESERVE/CARRYOVERREQUIREMENTS
GiventheobjectiveoftheprogramtoidentifyCashflowneeds,Metroencouragescapital
projectstodrawdownthesefundsinatimelymannerfortransportationimprovementsand
servicesforthetravelingpublic.However,Metromayreserveorcarryoveranyexcesssurplus
tothenextfiscalyear,providedsuchcarryoveriscoordinatedandconsistentwiththeTFP
Model,forthepurposesofachievingitsLongRangeTransportationPlangoals.
ADVANCINGMULTIYEARSUBREGIONALPROGRAMPROJECTSWITHLOCALFUNDS
OneofthemajorchallengesinaccessingtheMultiYearSubregionalMeasureMfundingisthat
theMeasureMExpenditurePlanidentifiestheavailabilityofthesefunds(Groundbreaking
StartDate)broadlyoverthefirst40years.Acrossallninesubregionsthereare37MultiYear
SubregionalProgramscoveringmultiplecategories/modesoftransportationinvestments.In
manycasestheGroundbreakingStartDateandExpectedOpeningDatesstretchfrom2018
to2057;andtheGroundbreakingStartDatecanvaryfromasearlyasfiscalyear2018toas
lateasfiscalyear2048.
MetrowillrequestnoticefromMultiYearSubregionalProgram(MSP)projectsponsorsseeking
fundingtoidentifyprojectreadinesstogetherwithfundingrequests,nolessthan4months
priortothebeginningofeachMetrofiscalyear.Whennoticeisnotprovided,projectsponsors
willbesubjecttoafirstcomefirstservefundavailabilityrequirementwithineachfiscalyear.
However,wherefundsmaynotyetbeavailable,andtosupporttheimmediatedeliveryofhigh
priorityprojectswithintheMultiYearSubregionalPrograms,theMetroBoardofDirectorswill
considervarioustoolstopromotedeliveryoftheseprojectsasquicklyaspossible,including,
15

butnotlimitedtosubregionalrequestsforaLetterofNoPrejudice(LONP),allowingthelocal
projectsponsortomoveforwardwiththedeliveryoftheprojectusingotherlocalfundswhile
requestingeligibilityforfuturereimbursementofMeasureMfundswhensuchfundingis
available.
AnotheravailabletoolwillallowsubregionalprojectsponsorstoelecttoborrowfromoneMSP
fundamounttoaccelerateaprojectinanotherMSPfundofadifferenttypethatmaynotbe
availableuntilalateryear.ThistypeofinterprogramborrowingwithintheMSPrequires
MetroBoardapprovalandconsenttheaffectedsubregion(s).Theprocessforthis,aswellas
theprocessforrequestingfundswillbedevelopedwithinoneyearoftheadoptionofthese
Guidelines.Theprocesswillincludecriteriaforresolvingconflictingrequestsforfundinginany
givenfiscalyear.
MetrowillprovideasneededreportstotheMeasureMIndependentTaxpayerOversight
Committeedescribinghowcashflowmanagementiscontributingtoaccomplishingtheoverall
programobjectives.MeasureMfundsmaybeusedtosupplementexistingstate,federaland
localtransitfundsinordertomaintaintheprovisionoftheexistinghighwayandtransitservices
intheeventofacurrentorprojectedfundingshortfall.
16

CONTINGENCYSUBFUNDS
INTRODUCTION
TheMeasureMcontingencysubfundsareestablishedtohelpidentifyresourcesnecessaryto
accommodatetherequirementsoftheTransitandHighwayContingencySubfundsasidentified
intheMeasureMOrdinance.Specifically,theOrdinancestates:
Section7(2)A:
MetromayexpendfundsfromtheContingencySubfundsforinflation
adjustmentsforanyprojectidentifiedintheExpenditurePlanMajorProjects
sectionofAttachmentAiflessthantwothirds(2/3)oftheamountallocatedin
theMeasureMFunding2015$columnhasbeenexpendedpriortothefirstday
ofFiscalYear2027.SuchexpendituresshallbedeductedfromtheHighway
ContingencySubfundiftheprojectiscodedHinthemodalcodecolumnof
AttachmentAorfromtheTransitContingencySubfundiftheprojectiscodedT
inthemodalcodecolumnofAttachmentA.Suchexpendituresshallnotexceed
theactualamountofinflationsince2015asdeterminedbyanindexselectedby
theMetroBoardofDirectors.
PROGRAMOBJECTIVES
Thecontingencysubfundisdesignedtoallowgreaterfundingflexibilityforprojectsthatare
programmedlaterintheExpenditurePlan(i.e.,afterFY2026).QualifyingMajorProjectshavea
supermajority(morethan2/3)oftheirfundingprogrammedafterFY2026andMultiYear
ProgramsthatextendpastFY2026.ThepostFY2026ProjectsandProgramscanusecontingency
fundstohelppayforcostincreasesduetoinflation.TheCashflowManagementguidancein
Section__providesadditionaldetailsregardingthemethodologyfordetermininghowmuch
moneyshouldbesetasideforthecontingencysubfundeachyear.
Projectsthatoccurinthefirst10yearsaretobeidentifiedintheTransportationFinancePlan
(TFP)Model.TheTFPModelwithannualupdatesandfiveyearforecastswillbeusedtomake
contingencyfundeligibilitydeterminationsdescribedherein.TheExpenditurePlanidentifies
thefollowingMajorProjectsthatmaybeeligibleforcontingencyfundinginthefirst10years,
insofarastheirprojectedMeasureMfundingneedsinthefirst10yearsareequivalentto1/3
orlessoftheamountslistedintheExpenditurePlan:
MajorProjects
SR57/SR60InterchangeImprovements
GreenLineExtensiontoCrenshawBlvdinTorrance
17

I710SouthCorridorProject(Phase1)
I105ExpressLanefromI405toI605
SepulvedaPassTransitCorridor(Phase2)
Forthefirst10yearsofMeasureM,projectseligibleforcontingencywillbereassessedwith
annualandfiveyearupdatesoftheTFPModel.
AllotherMajorProjectsareeligibleforcontingencyfundsbasedontheScheduleofFunds
AvailabletimelineidentifiedintheExpenditurePlan.MajorProjectsthatareacceleratedfor
anyreasonmayriskaccesstothecontingencyfundsifmorethan2/3oftheprojectfundingis
advancedpriortoFY2027.
MultiYearPrograms
AllMultiYearProgramsintheExpenditurePlanareeligibleforcontingencyfundsstartingin
FY2027.Exceptionsinclude:(1)StreetCarandCirculatorProjects;(2)NorthSanFernando
ValleyBusRapidTransitImprovements;and(3)CountywideBRTProjectsPhase1,sincetheir
programmingallocationsendpriortoFY2027asidentifiedintheExpenditurePlan.Withinthe
ContingencySubfundsnomoneyisavailableforinflationuntilafterFY2026atwhichtimefunds
forinflationmaybeavailable.MetroPlanningandFinancestaffwillidentifytheescalation
amountassociatedwithconstructioncostsannuallyusinganindexwhichistobeapprovedby
theMetroBoardofDirectors.TheExpenditurePlanidentifiesthefollowingMultiYear
Programswhoseprojectsmaybeeligibleforcontingencyfundinginthefirst10years:
MultiYearPrograms
MetroActiveTransportation,Transit1st/LastMileProgram
VisionaryProjectSeedFunding
StreetCarandCirculatorProjects
TransportationSystemandMobilityImprovementProjects
ActiveTransportation1st/LastMileConnectionsProgram
ActiveTransportationProgram(nc)
ActiveTransportationProgram(IncludingGreenwayProjects)
ActiveTransportation,1st/LastMile,&MobilityHubs
ActiveTransportation,Transit,andTechnologyProgram
HighwayEfficiencyProgram
BusSystemImprovementProgram
First/LastMileandCompleteStreets
HighwayDemandBasedProgram(HOVExtention&Connection)
I605Corridor"HotSpot"InterchangeImprovements
ModalConnectivityandCompleteStreetsProjects
SouthBayHighwayOperationalImprovements
TransitProgram(nc)
TransitProjects(av)
18

TransportationSystemandMobilityImprovementProgram
Note:Additionalprojectsfundedfromthesemultiyearprogramsthatdrawdownfundsin
advanceof2027willnotbeeligibletoutilizecontingencyfunds.
Giventheobjectiveoftheprogramtoaddresscapitalneeds,Metrointendstospendthese
fundsinatimelymanner.However,Metromayreserveorcarryoveritsallocationtothenext
fiscalyearortopaydownotherdebtsrelatedtoMeasureMprojectdelivery.
CommitteedescribinghowusesoftheContingencyFundsarecontributingtoaccomplishingthe
programobjectives.
AUDITREQUIREMENTS
otherapplicablestateandlocallaws.
TheseprogramguidelinesmayberevisedbytheMetroBoardofDirectors.Detailsabouthow
theseContingencySubfundaccountswillbecreatedandaccessedwillbefurtherdeveloped
andadoptedwithinoneyearoftheadoptionoftheseGuidelines.
19

3%LOCALCONTRIBUTIONTOMAJORTRANSITPROJECTS
INTRODUCTION
TheMeasureMOrdinanceincludesaprovisionfor3%localcontributiontomajortransitcapital
projects.Therationaleforthecontributionisthatlocalcommunitieswithafixedguideway
stationreceiveadirectbenefitduetotheincreasedaccesstohighqualitytransitservicethatis
aboveandbeyondtheprojectsbenefittotheCountyasawhole.Countywide,the3%local
fundingcontributionrepresentsapproximately$1billioninfundingtosupporttheproject
deliveryidentifiedintheExpenditurePlan.The3%localfundingcontributionisacritical
elementofafullfundingplanforthesetransitprojects.TheOrdinanceincludesprovisionsthat
allowdevelopmentofamutualagreementbetweenajurisdictionandMetro,andadefault
penaltyifsuchanagreementcannotbereached.Theagreementsshallbeinaccordancewith
theseguidelines.
PROGRAMMETHODOLOGY
TheOrdinancecalculatesthelocalcontributionbasedonthecenterlinetrackmileswithina
localjurisdictionwithanewstationinthosejurisdictions.Theseguidelinesreflectthenexus
betweenmobilitybenefitsprovidedtoajurisdictionbasedonthelocationandproximityofa
newstation.Thelocalcontributionwillbecalculatedbydividing3%oftheprojectstotalcost,
estimatedaftertheconclusionofpreliminaryengineering(30%plans),bythenumberofnew
railstationsconstructedontheline.Forpurposesofthissection,determinationofthelocal
jurisdictionborderswillbeanewstationlocatedwithinonehalfmileofthejurisdiction.
BuildingontheMetroBoardadoptedFirst/LastMilepolicyin2016,whichdefinesthewalk
shedaroundeachstationasahalfmileradius,the3%localcontributionrequirementwillbe
proportionatelysharedbyalllocalagenciesbaseduponthelocalagencyslandareawithina
onehalfmileradiusofanewstation.Otherarrangementsagreeduponbyeverylocal
jurisdictioninaprojectcorridorwithalocalcontributionobligationarealsoacceptable,
providedthatthetotalofalljurisdictionscontributionsequals3%oftheestimatedproject
cost.Alistofjurisdictionsthatmaybeaffected,subjecttochangesdeterminedbythe
environmentalprocess,isincludedasAppendixA.
AnagreementapprovedbybothMetroandthegoverningbodyofthejurisdictionshallspecify
thetotalprojectcostasdeterminedattheconclusionofpreliminaryengineering(30%plans),
theamounttobepaidbythelocaljurisdiction,andascheduleofpayments.Onceapproved,
theamounttobepaidbythelocaljurisdictionshallnotbesubjecttofuturecostincreases.The
jurisdictionmayrequestabettermentforaproject.Thejurisdiction,however,shallincurthe
fullcostofanysuchbettermentwithoutcredittowardstherequired3%localcontribution.A
bettermentisdefinedasachangethatwillimprovethelevelofserviceand/orcapacity,
capability,appearance,efficiencyorfunctionoverthatwhichisrequiredbytheMetroDesign
Criteriaandtheenvironmentaldocumentatthetimetheprojectisadvertisedforany
constructionrelatedbid.ThisdefinitioncanberevisedbytheMetroBoardthroughrevisions
totheseGuidelines.
20

EligibleFundContributions
Eligiblefundsourcestosatisfy3%localcontributionincludeanyfundscontrolledbythelocal
agencyorlocalagencies(e.g.GeneralFund,StateGasTaxSubventions,Prop.A,Prop.Cand
MeasureRandMLocalReturnFunds,MeasureMSubregionalProgramFunds),oranyfunds
awardedfromnonMetrocompetitivegrantprocessfunding.MeasureMSubregionalProgram
Fundcontributionsmustbeaccompaniedbydocumentedagreementfromalljurisdictionsthat
wouldotherwisebeeligibleforthosesubregionalfunds.Inkindcontributionseligibleto
satisfy3%localcontributionincludeprojectspecificrightofwayandwaiverofpermittingfees,
ifcalculatedintheprojectcostandcontributionamount.
ActiveTransportationCapitalImprovementContributions
TheseguidelinesreflectprovisionsadoptedbytheBoardthatallowforlocaljurisdictionsto
meetalloraportionoftheir3%localcontributionobligationthroughactivetransportation
capitalimprovementsandfirst/lastmileinvestmentsthatareincludedintheprojectscopeand
costestimateattheconclusionofpreliminaryengineering(30%plans).Alllocalimprovements
mustbeconsistentwithstationareaplansthatwillbedevelopedbyMetroincoordinationwith
theaffectedjurisdiction(s).Thecriteriaforlocalfirst/lastmileinvestmentsforfirst/lastmile
contributionsarebeingdevelopedbyMetro,specificallytocarryoutintegrationoffirst/last
milewithintransitcapitalprojects.
LocalContributionLimits
The3%localcontributionwillonlybecalculatedagainsttheoverallprojectscopeandcost
determinedattheconclusionofpreliminaryengineering(30%plans).Localagenciescannot
countothertransportationinvestmentsthatarenotincludedintheprojectscopeandcost
estimateaftertheconclusionofpreliminaryengineering(30%plans).Metrostaffwillprovide
writtennoticetotheaffectedjurisdiction(s)andareporttotheMetroBoardatthecompletion
of30%engineeringcompletion.
OptOutOption
Metrowillwithholdupto15yearsofMeasureMLocalReturnFundsforlocalagenciesthatfail
toreachatimelyagreementwithMetroontheir3%contributionpriortotheawardofany
contractauthorizingconstructionoftheprojectwithinthebordersofthatjurisdiction.Local
returnfundsfromPropositionA,PropositionC,andMeasureRarenotsubjecttowithholding.
Insomecases,principallyinsmallercities,thedefaultwithholdingof15yearsoflocalreturn
fromonlyMeasureMLocalReturnFundswillbelessthanaformal3%contribution.Inthese
cases,thecitieswhichdefaultonmakingtheirfull3%contributionwillsuffernofurtherimpact.
21

MULTIYEARSUBREGIONALPROGRAMS
INTRODUCTION
MultiYearSubregionalProgramsareincludedinMeasureMonpage3ofAttachmentA,known
astheExpenditurePlan.MeasureMrequiresGuidelinesfortheMultiYearSubregional
Programs(MSP),includingdefinitionsforspecifictypesoftheseprojects,pursuanttoSection7c
oftheOrdinance.Projectssubmittedfortheseprogramsaresubjecttothesedefinitions,which
areprovidedintheseGuidelines.AlloftheMultiYearSubregionalProgramfundsarelimited
tocapitalprojects.
READINESS
GiventheobjectiveoftheMeasureMtoimprovetransportation,transitserviceandeasetraffic
congestionintheregion,thetimelyuseoffundsisafoundationalprinciplethroughoutthese
Guidelines.Aspreviouslystated,itisthefiscalresponsibilityofMetrotoensurethatthetax
payerfundsarespentaccordingtotherequirementsoftheOrdinance,butalsoasquicklyas
possibletorealizethebenefitsoftheMeasureMExpenditurePlanaspromisedforthepeople
ofLosAngelesCounty.
TheTimelyUseofFundsprinciplealsoappliestotheMultiYearSubregionalPrograms,where
amountsvaryoveraseriesofyears,dependingonsequencingintheExpenditurePlan.They
aresubjecttoMeasureMCashflowparameters,andrequireestablishingprojectreadinessto
beabletoaccessprogramfunds.Ingeneral,projectfundscanberequestedforpre
constructionandconstructionphaseofaproject.Criteriathatwillindicateprojectreadiness
include:
Forboththepreconstructionandconstructionphase:
ProjectLocation/Physicallimitsenumerationoftheexactintersections,streetorother
appropriatelocationsinwhichworkwillbeperformed.Thepreconstructionphasemay
includeexploratoryexaminationsofsuch,ifapplicableandappropriate.
Projectdescriptiondescriptionofdeficiencyorissuetheprojectwilladdress,including
worktobeperformed,existingconstraintstobeaddressedandidentificationofthe
relevantpartiesorjurisdictionsinvolvedintheproject.
Fundingplanfundstocompletetheprojectincludingphasesthatwillbefundedby
MeasureMfundsandthosethatwillbefundedbyanyotherfundsourcestocomplete
theproject.
Community/CouncilSupportInclusioninacurrentlocalagencyadoptedCIPor
equivalent.Documentationmustbeprovided.
22

FortheConstructionPhase,thefollowingadditionalcriteriawillalsoapply:
Haveattainedallrequiredstateandfederalenvironmentalclearancesasapplicable;and
Haveattained30%designplansiftobedeliveredunderdesignbuildprocurement;or
Haveattained100%designplans,permitsessentialtobeginconstruction,andallright
ofwayclearances*iftobedeliveredunderdesignbidbuildprocurement;or
Schedulelistofphasescompleted,andproposedscheduleforfundedphases.
Proceduresfordeterminingprojectreadinesswillbeestablishedwithinoneyearofthe
adoptionoftheseGuidelines.Procedureswillincludearequirementthatprojectsponsors
notifyMetrobylastdayofFebruaryofeachyearoftheamountofMeasureMsubregional
fundingtheyplantouse,byproject,inthesubsequentfiscalyear,whichforMetrobeginsJuly
1steachyear.Whennoticeisnotprovided,fundavailabilitywillbeonafirstcomefirstserve
basisinthesubsequentfiscalyear.
USEOFMEASUREMFUNDS
ThesubregionalfundswithintheMSParesubjecttothecashflowparameterswithinthese
Guidelines.PertheCashflowprovisionsinSection___,MetroBoardwillconsidertoolsthat
allowforexpeditingprojectswithinandamongsubregionalprograms.Subregionalproject
sponsorscanelecttoborrowfromoneMSPfundamounttoaccelerateaprojectinanother
MSPfundofadifferenttypethatmaynotbeavailableuntilalateryear.Thistypeofinter
programborrowingwithintheMSPrequiresapprovalfromMetroandtheaffected
subregion(s).
Thesubregionalprogramswerebased,inpart,onprojectsidentifiedduringtheMobilityMatrix
processpriortothepassageofMeasureM.ThoseprojectssubmittedtotheMobilityMatrix
processarestillconsideredfoundationaltotheMultiyearSubregionalProgram.Specifically,
theprojectssubmittedtotheMobilityMatrixareeligible,andthesubregionsorjurisdictions
withinthesubregionsareconsideredeligibleprojectsponsors.
SupplementalFundsRequirements
IfprojectsponsorsareabletousetheMultiYearSubregionalProgramfundsforaMobility
Matrixprojectthatiswithintheavailableplannedfunding,andmatchesthedefinitionswithin
theseGuidelines,thentheprojectsponsormayproceedwiththeproject.However,ifthe
projectrequiressupplementalMetrosupportorfunding,includingMetrostaffresources,then
theprojectmustcomplywithallrequirementsattachedtoMetrosponsoredorcontrolledfund
sourcesandpolicies,asappropriate.Forexample,ifaprojectusingMeasureMsubregional
fundsismatchedwithdiscretionaryfundprogramsmanagedbyMetro,theprojectissubjectto
allevaluationcriteria,reportingrequirementsorotherprovisionsofthatdiscretionaryprogram.
ThisincludesanyMetrosponsoredMeasureMprogramsidentifiedintheseGuidelines(coded
asSC),assetforthherein.ThereisnominimalamountofadditionalMetroinvestmentthat
23

wouldpreventadditionalMeasureMpolicyrequirements.Theonlyexceptiontothisruleis
useofLocalReturnfundingfromMeasuresA,C,RorM.OncetheMetrosupplementalfunding
requestismade,staffwillnotifyprojectsponsorsofpolicyimplications.
Asanexample,subregionalActiveTransportationProgramsprojectsthatwouldrequest
supplementalfundsfromaMetromanagedATPeligiblefundingsourcewouldneedtobe
consistentwithboardadopted/approvedpoliciesinmobility,accessibility,safety,community,
andsustainability.Theseinclude:
CompleteStreetsPolicy
ActiveTransportationStrategicPlan(ATSP)
First/LastMileStrategicPlan(FLMSP)
UrbanGreeningPlan
AUDITREQUIREMENTS
andlocallaws.
MEASUREMRECOGNITION
24

MULTIYEARPROGRAMS(HIGHWAYSUBFUNDS)
MultiYearHighwaySubfundProgramcategoriesunderSection7.c.(Page13,Lines13through
24)oftheMeasureMordinance,identifiedintheExpenditurePlan(AttachmentAtothe
Ordinance),directstheMetroBoardofDirectorstoadoptguidelinesregardingMultiYear
SubregionalProgramsidentifiedinAttachmentA.Theguidelinesshall,ataminimum,specify
definitions.forthecategoriesbelow
HighwaySubfundProgram Subregion
HighwayEfficiencyandOperationalImprovements AV,SG,LVMNC,SB *1
HighwayDemandBasedprograms(suchasHOV SG
connections/extensions)
MultiModalconnectivityProjects AV
FreewayInterchangeImprovements CC *1
ArterialStreetImprovements NC
TransportationSystemandMobilityImprovements SB
*sharedprogramdefinition
Detaileddefinitionsareprovidedinthissection.
ThereareseveraloverlappingthemeswithintheMultiYearSubregionalPrograms(MSP)and
individualprojectsarenotdefinedintheOrdinance.TheGuidelinesassignauniformeligible
projectdefinitionwhenapplicabletoMSPprogramswithconsistentorsimilarthemes.The
followingactivitieswillneedtobeundertakentobetterdefinethescopeandscheduleof
futureMeasureMprojects:
Preconstructionactivitiessuchasplanningstudies,environmentalclearance,designandright
ofway,todefinetheprojectlimits,deficiency,andactualtotalprojectcost.
Constructionactivitiesderivedfromcompletedpreconstructionactivities.Inmanycases,total
projectcostswillnotbecoveredbytheallocatedmultiyearsubregionalprogramamounts.
Theremayalsobeinsufficientfinancialresourcesidentifiedintheexpenditureplantofundall
theneedsoftheproposedsubregionalimprovements.Itisexpectedthatlocaljurisdictionswill
contributetototalprojectcosts.
Subfundscanbeusedforbothpreconstructionandconstructionactivities.
Submittal,review,andapprovalofprojects
InordertoconformtoprojectreadinessrequirementsundertheTimelyUseofFunds
provisionsoftheseGuidelines,informationwillbesoughtinthefollowingareaspriorto
programmingfundsfromtheHighwaySubfund.
25

Projectsponsormustdefinethefollowing
o ProjectLocation/Physicallimitsenumerationoftheexactintersections,street
orotherappropriatelocationsinwhichworkwillbeperformed.
o Projectdescriptiondescriptionofdeficiencyorissuetheprojectwilladdress,
includingworktobeperformed,existingconstraintstobeaddressedandwhat
relevantpartiesorjurisdictionswillbeinvolvedintheproject.
o Fundingplanfundstocompletetheprojectincludephasesthatwillbefunded
byMeasureMfundsandthosethatwillbefundedbyanyotherfundsourcesto
completetheproject.
o Community/CouncilSupportInclusioninacurrentlocalagencyadoptedCIPor
equivalent.Documentationmustbeprovided.
o Schedulelistofphasescompleted,andproposedscheduleforfundedphases.
Projectmusthavebeenincludedonthesubregionsmobilitymatrix;or
IfnotincludedontheMobilityMatrix,councilofgovernmentmustadopttheprojectas
asubregionalprojecteligibleforMeasureMfunding;
Metrowillreviewtheprojectapplicationandclarifyanyitemsnecessarywiththe
projectsponsortodetermineprojectreadinessandeligibilityforpreconstructionor
constructionactivities.
A. HighwayEfficiencyandOperationalImprovementsdefinition:
HighwayEfficiencyandOperationalImprovementsincludesthoseprojects,whichupon
implementation,wouldimproveregionalmobilityandsystemperformance;enhancesafetyby
reducingconflicts;improvetrafficflow,tripreliability,traveltimes;andreducerecurring
congestionandoperationaldeficienciesonStateHighways.Similarly,improvementson
major/minorarterialsorkeycollectorroadways,whichachievethesesameobjectives,within
onemileofaStateHighway,arealsoeligibleunderthiscategory.Highwaysubfundsare
eligibleforconstructionrelatedworkupondemonstratedcompletionofpreconstruction
activities.Stateofgoodrepair,maintenanceimprovementsand/orbeautificationprojectsare
noteligibleforHighwaysubfunds.
ExampleofEligibleProjects:
systemandlocalinterchangemodifications
rampmodifications/improvements
auxiliarylanesformergingorweavingbetweenadjacentinterchanges
alignment/geometricdesignimprovements
leftturnorrightturnlanesonstatehighwaysorarterials
26

intersectionandstreetwidening/improvements
turnouts
shoulderwidening/improvements
safetyimprovementsthatreduceincidentdelay
freewaybypass/freewaytofreewayconnectionsfacilitatingtrafficdetoursforincidents,
shutdownsoremergencyevacuations
ExpressLanes
B. HighwayDemandBasedprogramsdefinition:
HighwayDemandBasedprograms(suchasHOVconnections/extensions)includemanagedlane
projects,whichonceimplemented,wouldimproveregionalmobilityandenhancesafetyonthe
Freewaysystem.Managedlaneprojectsincludehighoccupancyvehicle(HOV)lanes,access
controlorspecialuselanesandhighoccupancytoll(HOT)lanes.Managedlanesaredefined
ashighwayfacilitiesorasetoflaneswhereoperationalstrategiesareproactivelyimplemented
andmanagedinresponsetochangesintraffic/demandconditions.Managedlaneprojects
shouldprovidemotoristwithviabletraveloptions/solutionsformobilityimprovementsthrough
managedlanesconceptsincongestedcorridors.Highwaysubfundsareeligibleforconstruction
relatedworkupondemonstratedcompletionofpreconstructionactivities.Stateofgood
repair,maintenanceand/orbeautificationprojectsarenoteligibleforHighwaysubfunds.
freewaytofreewayHOV/HOTlaneconnectors
extensionofHOVlanesoninterstatesorstatefreeways
accesscontrolofexitandentrypoints
gradeseparatedramps
conversionofHOVlanestoHOTlanes
C. MultiModalconnectivitydefinition
MultiModalconnectivityprojectsincludethoseprojects,whichuponimplementation,would
improveregionalmobility,networkperformance,providenetworkconnections,reduce
congestion,queuingoruserconflictsandencourageridesharing.Projectshouldencourageand
providemultimodalaccessbasedonexistingdemandand/orplannedneedandobserved
safetyincidentsorconflicts.Subfundsareeligibleforconstructionrelatedworkupon
demonstratedcompletionofpreconstructionactivities.Stateofgoodrepair,maintenance
and/orbeautificationprojectsarenoteligibleforHighwaysubfunds.
27

TransportationCenterexpansions
ParkandRideexpansions
Multimodalaccessimprovements
Newmodeandaccessaccommodations
D. FreewayInterchangeImprovementsdefinition:
FreewayInterchangeImprovementsincludesthoseprojects,whichuponimplementation,
wouldimproveregionalmobility,systemperformance,enhancesafetybyreducingconflicts,
improvetrafficflow,tripreliability,traveltimes,andreducerecurringcongestionand
operationaldeficienciesonStateHighways.Similarly,improvementsonmajor/minorarterials
orkeycollectorroadwayswhichachievethesesameobjectives,withinonemileoftheState
Highway,arealsoeligibleunderthiscategory.Highwaysubfundsareeligibleforconstruction
relatedworkupondemonstratedcompletionofpreconstructionactivities.Stateofgood
repair,maintenanceimprovementsand/orbeautificationprojectsarenoteligibleforHighway
subfunds.
interchangemodification/improvements
rampmodifications
auxiliarylanesformergingorweavingbetweenadjacentinterchanges
curvecorrections/improvealignment
twowayleftturnorrightturnlanes
intersectionandstreetwidening
turnouts
shoulderwidening/improvements
E. ArterialStreetImprovementsdefinition:
ArterialStreetimprovementsincludethoseprojects,whichuponimplemented,wouldimprove
regionalmobility,systemperformance,enhancesafetybyreducingconflicts,improvetraffic
flow,tripreliability,traveltimes,andreducerecurringcongestionandoperationaldeficiencies.
Projectsmustbelocatedonaprincipalarterial,minorarterialorkeycollectorroadway.The
contextandfunctionoftheroadwayshouldbeconsideredi.e.servesmajoractivitycenter(s),
accommodatestripsenteringexitingthejurisdiction,servesintraareatravelandadoptedin
theCitysgeneralplan.Highwaysubfundsareeligibleforconstructionrelatedworkupon
28

improvementsand/orbeautificationprojectsarenoteligibleforHighwaysubfunds.
Intersectionorstreetwidening
curvecorrections/improvealignment
turnouts
networkconnectivitymultiplemodes
TransportationSystemandMobilityImprovements
TransportationSystemandMobilityImprovementsincludethoseprojectsthatonce
implemented,wouldimproveregionalmobility,enhancetripreliability,systemperformance,
andnetworkconnectivitybetweenmodes,reduceuserconflicts,andencourageridesharing.
Projectsmustbelocatedonaprincipalarterial,minorarterialorkeycollectorroadway.The
contextandfunctionoftheroadwayshouldbeconsideredi.e.servesmajoractivitycenter(s),
accommodatestripsenteringexitingthejurisdiction,servesintraareatravelandadoptedin
theCitysgeneralplan.Highwaysubfundsareeligibleforconstructionrelatedworkupon
improvementsand/orbeautificationprojectsarenoteligibleforHighwaysubfunds.
AdditionaldefinitionsrequiredbytheOrdinancefortheGuidelinesinclude:
Saferoutestoschools:Projectsthatremovethebarriersthatcurrentlypreventchildrenfrom
walkingorbicyclingtoschool.Thosebarriersinclude,butarenotlimitedto,lackof
infrastructure(sidewalks,safepassageways),unsafeinfrastructure,lackofcrosswalks,lackof
signalizedintersectionsatornearschoolsthatwouldprovideforsafecrossing,andsimilar
deficiencies.ThereisaStatelegislatedprogramreferredtoasSR2SandaFederalProgram
referredtoasSRTS.
Highwayandtransitnoisemitigations
Highwaynoisemitigations:Planning,engineeringandconstructionofretrofitnoise
barriers/soundwallsalongthefreewaysthroughresidentialareastoreducetheleveloffreeway
trafficnoiseexceedingtheStateandfederalthresholdsthatimpactstheadjacentproperties
deemedeligibleforsoundwallsbyCaltransandfederalpoliciesandguidelines.
Transitnoisemitigations:similarnoisebarriersashighway,butalongfixedtransitguideway
routes.
29

StreetscapeEnhancementsandGreatStreets:GreatStreetsconceptwasinitiatedbytheCity
ofLosAngelesto:1)BuildstrongpartnershipsbetweencommunitiesandtheCityofLos
Angeles;2)Designstreetswithacommunitysvisionofhowtoimproveneighborhoodsforall
people;and3)Implementprojectsthattransformstreetsintosafe,accessible,andvibrant
publicspacesinalignmentwithadoptedCityofLosAngelespolicies.
TrafficCongestionReliefImprovements:Transportationprojectsthatwouldrelieve
congestion,improvemobility/levelofservice,andresultinoperationalimprovementsalongthe
StateHighwaySystemandarterialroadways.Theseprojectsincludebutarenotlimitedto
roadwaywidening,geometriccorrections,substantialsignalsynchronization,carpoollanes,
parkandridefacilitiesnearfreewaysservedbycommutertransitservice,dedicatedrightand
leftturnlanesatmajorsignalizedintersections,andotherprojectswithverifiablebenefits.
OtherHighwayEfficiencyProgramandTrafficCongestionReliefdefinitionmayinclude:
FreewayServicePatrol(FSP)Thisisacongestionmitigationprogramwithrovingtowand
servicetruckswhichassistand/orremovedisabledvehiclesoffthefreewaytoadesignatedsafe
location.Theprogrammaximizessafetybyreducingtheincidenceofsecondaryaccidentsand
minimizesdelaythroughquickremovalofdisabledvehicles.
Eligibility:FreewayServicePatrol
ExpansionoftheFreewayServicePatrol(regularandbigrig)programsbeyondcurrent
corridorsandhoursofoperation.
ProvisionofFSPserviceswithincorridorsunderconstructiontofacilitatesafety.
I605CORRIDORHOTSPOTINTERCHANGEIMPROVEMENTS(GATEWAYCOG)
I605/I10INTERCHANGE(SANGABRIELVALLEYCOG)ORSOUTHBAYHIGHWAY
OPERATIONALIMPROVEMENTS
Definitionsmayinclude:
ExpressLanesLACountysHighOccupancyManagedLanesorpricedmanagedlaneswhere
HOVlanesareconvertedtoHOTlanesenablingSolodriverstorideinthelanesbypayingatoll
whileHOVswiththeappropriatevehicleoccupancytravelfreeofcharge.
EligibilityforExpressLanes:
AllaspectsofExpressLanesprojectsincludingdesign,planning,development,outreach,
constructionandimplementationofExpressLanesandconnectorsconsistentwiththeMetro
CountywideExpressLanesStrategicPlanareeligible.TheStrategicPlanmaybeupdatedonan
ongoingbasistoreflectchangesincludingprojectaccelerationandfundingavailability.
ProposedprojectsmustbecoordinatedwithMetrosCongestionReductionDepartment.Once
constructed,theExpressLaneswillbeoperatedbyMetrobasedonadoptedbusinessrules.
30

AllinterchangeprojectsandfreewayimprovementPSRs/PDSsandPAEDsfundedthrough
MeasureMmustconsideranExpressLanesalternativeforcorridorsidentifiedintheMetro
CountywideExpressLanesStrategicPlan.
31

INTELLIGENTTRANSPORTATIONSYSTEMSANDTRANSPORTATIONTECHNOLOGY
IMPROVEMENTS
ThefollowingarePolicyandProcedureguidelinesforIntelligentTransportationSystems(ITS)
andTransportationTechnologyImprovementslistedunderSection7.c(Page13,Lines13
through24)andMultiYearSubregionalProgram#84(ITS/TransportationTechnologySan
GabrielValley)inAttachmentAoftheMeasureMLosAngelesCountyTrafficImprovement
Plan.
Definition:
ITSelementsprovideasetofstrategiesthatincludetechnologysystems,communications,and
informationtechnologyapplicationstothetransportationsystemforalleviatingtraffic
congestion,improvingtransitoperations,enhancingsafety,improvingmobility,andpromoting
environmentalsustainability.ITSelementsareofteninstalledonvehicles(e.g.passengercar,
transit,freight/commercialtrucks),arterials/highways(infrastructure),and/orprovidedto
individualsthroughhandhelddevices.[Note:Sincetheordinancedoesnotclearlystipulatea
differencebetweenITSandTransportationTechnologyprojects,theywillbeviewedsimilarly
andtherequirementsforeachcategorywillbethesame.]
TheNationalITSArchitectureprovidesbestpracticeguidanceonITSprojects,andalso
identifiesasetofeightbundleduserservicesforITSstrategies(travelandtrafficmanagement,
publictransportationmanagement,electronicpayment,commercialvehicleoperation,
emergencymanagement,advancevehiclesafetysystems,informationmanagement,and
maintenanceandconstructionmanagement).
Requirements:
ITSandTransportationTechnologyprojectswillbeeligibleforfundingundermultipletransit
andhighwaymultiyearsubregionalprograms,andtherefore,mustalsoconformtothegeneral
HighwayandTransitSubregionalProgramsMeasureMpoliciesandproceduresaswellasany
additionalspecificguidelinesdevelopedtosupportMeasureM(AttachmentA).
EligibleProjects
ExamplesofeligibleITSandTransportationTechnologyprojectsinclude:
Multiagency/jurisdictionsystemintegrationtoimprovecoordinationand
responsiveness,andpromoteinformationsharingforhighway/arterialand/ortransit
systems;
AdvancedTravelerInformationSystems(ATIS)thatincreaseefficiencyofthe
transportationnetworkthroughcongestionmanagement,driver/personinformation,
freightoptimization,orpublictransportationmanagement;
32

IntegratedCorridorManagement(ICM)deployment(e.g.changeablemessagesigns,
CCTV,communications)toimprovemultiagencycoordinationandresponsiveness,
promoteinformationsharing,andenhanceoperationsintheeventofincidents;
Transportationtechnologyapplications/solutions/systemsforpassengercars,transit,
freight/goodsmovement,infrastructure,andpersonstoenhancethetransportation
network;
Connectedvehicleconcepts(Vehicletovehicle[V2V],vehicletoinfrastructure[V2I],
vehicletoperson[V2P])toenhancemobility,safety,andoperationsofthe
highway/arterialand/ortransitsystem;
ITSorTransportationTechnologyprojectsconsistentwiththeNationalITSArchitecture
(travelandtrafficmanagement,publictransportationmanagement,electronicpayment,
commercialvehicleoperation,emergencymanagement,advancevehiclesafety
systems,informationmanagement,andmaintenanceandconstructionmanagement);
OtherITSorTransportationTechnologyprojectsdeemedqualifiedbyMetro;and
Pilot/demonstrationprojectsthatpromoteinnovativeandadvancedtechnologyonthe
highway/arterialsystemand/ortransitreviewedandapprovedbyMetroonacaseby
casebasis.
AllITSandTransportationTechnologyprojectsshallcomplywiththelatestversionoftheLos
AngelesCountyRegionalITSArchitecturetoensureinstitutionalagreementandmaximize
technicalintegrationopportunities.Inaddition,allConnectedVehicleprojectsshallreference
thelatestversionofConnectedVehicleReferenceImplementationArchitecture(CVRIA)for
industrystandards.
ProjectInitiationandDeliveryRequirements
ITSandTransportationTechnologyprojectsshallconformtothefollowingrequirementsto
ensureconsistencywithregional/state/nationalITSpolicyandguidelinesandindustry
standardsandprocedures.
Allprojectsshallbedeliveredusingagenerallyacceptedsystemsengineeringapproach
tomaintaintheintegrityandqualityofcompletedprojects.
Operations&maintenanceplansshallbedevelopedforallITSprojects.Formulti
jurisdictionalprojects,multiagencyagreementsshallbeexecutedcommittingtothe
longtermoperations&maintenanceofsharedprojectelements.
DataderivedfromITSsystemprojectsshallbesharedthroughtheRegionalIntegration
ofITS(RIITS)networktosupportregionaltransportationplanningandoperations.
ProjectsshalladheretoexistingMetroguidelinesforspecificsubprogramsasapplicable.
TrafficcontrolprojectsshallconnecttotheLosAngelesCountyInformationExchange
Network(IEN)tofacilitatemultijurisdictionaltrafficmanagementandcoordination.
ProjectswillbecoordinatedthroughtheArterialITSCommittee,theCoalitionfor
TransportationTechnology,theRegionalIntegrationofITSConfigurationManagement
Committee,and/orotherappropriateandrecognizedforumstoensureconsistencywith
local,subregionalandregionalITSplans.
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Throughtheimplementationprocessanduponcompletionofprojectsfundedby
MeasureMfunds,projectsponsorswillworkwithMetrotodocumentprojectdelivery
risks,designandimplementationchallenges,institutionalrequirements,andlessons
learnedtoenhanceprojectimplementationsuccesscountywide.
ITSandTransportationTechnologypilotprojectsimplementingnewandinnovative
conceptswillbecloselymonitoredbyMetroandwillrequireaBeforeandAfterstudy
toassessoverallbenefitsachieved.
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ACTIVETRANSPORTATION(NORTHCOUNTY,GATEWAYCITIES,LASVIRGENES,MAIBU),
FIRST/LASTMILE(WESTSIDEANDSANGABRIELVALLEYSUBREGIONS),
GREENWAYPROJECTS(SANGABRIELVALLEY),
GREATSTREETS,
POLICYCONSIDERATIONS
Thesubregionalprogramswerebased,inpart,onprojectsidentifiedduringtheMobilityMatrix
processpriortothepassageofMeasureM.ThoseprojectssubmittedtotheMobilityMatrix
processarestillconsideredfoundationaltotheMultiyearSubregionalProgram.Specifically,
theprojectssubmittedtotheMobilityMatrixareeligible,andthesubregionsorjurisdictions
withinthesubregionsareconsideredeligibleprojectsponsors.
MetroencouragestheabovereferencedSubregionalProgramstoconsiderMetroPolicieslisted
below.NoteespeciallythattheSupplementalFundprovisionslistedonpage___applytothese
MSPfunds.
MetroBoard DateApproved/
Relevance
PolicyorPlan Adopted
Active DefinesRegionalActiveTransportation May2016
Transportation Network
StrategicPlan Providesdataandtoolsforplanning,project
(ATSP) identification,andimplementation.
Commitsregionalsupportprogramsincluding
metrics
Complete CreatesrequirementforlocalCompleteStreets Oct2014
StreetsPolicy policiesapplicablecapitalgrantprograms.
EstablishesCompleteStreetscommitments
andplanningprocessforMetro.
ProvidesforMetrotrainingoflocalagencies
Countywide Defines sustainability principles and priorities, Dec2012
Sustainability key concepts, planning framework, and
PlanningPolicy evaluationmetrics.
(CSPP) Requires Sustainable Design Plan for Call for
Projectsrecipients.
First/LastMile Describerationale,benefitsforFirst/LastMile Apr2014
StrategicPlan improvements
Establishesplanningmethodology,case
35

MetroBoard DateApproved/
Relevance
PolicyorPlan Adopted
studies,toolkitofimprovements
Motion14.1 DesignatesstreetswithintheActive May2016

(First/LastMile) TransportationStrategicPlans(ATSP)661
transitstationareasastheCountywide
First/LastMilePriorityNetwork.
DirectsMetroactivityforFirst/LastMile
planningandimplementation
Motion14.2 AllowslocallyfundedFirst/LastMile June2016
(First/LastMile) improvementstobecountedtoward3%match
requirement,subjecttoexecutedagreements,
aMetropreparedplan,andsubsequent
Guidelinesgoverningintegrationoffirst/last
mileintransitcapitalprojects.
Motion22.1 Createscriteriaforfundingoflocalbikeshare
NextStepsfor programsfocusedoninteroperability
Implementing
theCountywide
Bikeshare
Program
UrbanGreening Providestools/bestpracticesforpursuing Implementation
Planand urbangreeningandplacemaking ActionPlan
Implementation improvementsatorneartransitstations. ApprovedJan
ActionPlan AccompaniedbyImplementationActionPlan 2016
committingfurtherplanningtoolsand
demonstrationprojects
DEFINITIONS
ActiveTransportation:nonmotorizedtransportationviawalking,bicycling,orrollingmodes.
EligibleProjects
CapitalimprovementsthatfurtherthegoalsoutlinedintheMetroBoardadoptedActive
TransportationStrategicPlan:
Improveaccesstotransit;
Establishactivetransportationasintegralelementsofthecountywidetransportation
system;
36

Enhancesafety,removebarrierstoaccessorcorrectunsafeconditionsinareasofheavy
traffic,hightransituse,anddensebicycleandpedestrianactivity;
Promotemultiplecleantransportationoptionstoreducecriteriapollutantsand
greenhousegasemissionsandimproveairquality;and
Improvepublichealththroughtrafficsafety,reducedexposuretopollutants,design
infrastructurethatencourageresidentstouseactivetransportationasawayto
integratephysicalactivityintheirdailylives.
First/LastMile(FLM):Infrastructure,systemsandmodesoftravelusedbytransitriderstostart
orendtheirtransittrips.Thisincludesbutisnotlimitedtoinfrastructureforwalking,rolling,
andbiking(e.g.,bikelanes,bikeparking,sidewalks,andcrosswalks),shareduseservices(e.g.,
bikeshareandcarshare),facilitiesformakingmodalconnections(e.g.,kissandrideand
bus/railinterface),signageandwayfinding,andinformationandtechnologythateasestravel
(e.g.,informationkiosksandmobileapps).
EligibleProjects
Improvementsinclude,butarenotlimitedto:ADAcompliantcurbramps,crosswalkupgrades,
trafficsignals,busstops,carshare,bikeshare,bikeparking,contextsensitivebikeinfrastructure,
signage/wayfinding,crossingenhancementsandconnections,safetyandcomfort,allocationof
streetspace,andplugincomponents.
GreenStreets:Urbantransportationrightsofwayintegratedwithstormwatertreatment
techniquesthatusenaturalprocessesandlandscaping.Quantitativelydemonstratethatthey
captureandtreatstormwaterrunofffromtheirtributarywatershedthroughinfiltrationor
othermeans,andareincludedwithintherespectiveEnhancedWatershedManagementPlan.
EligibleProjects
GreenInfrastructureincludes:Costeffective,resilientapproachtomanagingwetweather
impactsthatprovidesmanycommunitybenefits.Reducesandtreatsstormwateratitssource
whiledeliveringenvironmental,social,andeconomicbenefits.
Greenway: A pedestrian and bicycle, nonmotorized vehicle transportation, and recreational

travelcorridor.
EligibleProjects
Examplesmeetthefollowingrequirements:
Includeslandscapingthatimprovesriversandstreams,providesfloodprotection
benefits,andincorporatesthesignificanceandvalueofnatural,historical,andcultural
resources,asdocumentedinthelocalagencysapplicableplanningdocument.
Isseparatedandprotectedfromsharedroadwaysandisadjacenttoanurban
waterway,withanarrayofamenities.
Islocatedonpubliclandsorprivatelands,oracombinationofboth,withpublicaccess
tothoselandsforgreenwaypurposes.
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Reflectsdesignstandardsthatareapplicableforeachaffectedlocalagency,as
documentedinthelocalagencysapplicableplanningdocument.
Mayincorporateappropriatelighting,publicamenities,art,andotherfeaturesthatare
consistentwithalocalagencysplanningdocument.
ForpurposesoftheseGuidelines,Greenwayfurtherreferstofacilitiesthatareplanned
aspartofanetworkforamultijurisdictionalsubregionalarea,thatareprimarilyoff
street.
MobilityHub:Providesservicesthatbridgethedistancebetweenatransitstationandan
individualsoriginordestinationbyprovidingmobilityoptionsatmajortransitstationsand
stopsMobilityhubsprovideondemandtransportationservicestoaddressfirstlastmile
connectionstopublictransit.
EligibleProjects
Onceoperational,thesemobilityhubsofferanintegratedmenuofoptionsforcustomers,
whichcanincludesecurebicyclestoragefacilities,bikeshare,carshare,personallockers,
electricvehiclechargingstations,bicyclerepairstations,electronicsignageofrealtimetransit
arrivalinformation,anddeparturetransitinformation.
38

TRANSITMULTIYEARSUBREGIONALPROGRAMS
INTRODUCTION
ThesefollowingfourcategoriesofMultiYearSubregionalProgram(MSP)areTransit:StreetCar
CirculatorProjects(SC/MetroAdministered);BusSystemImprovements(SG);BusRapidTransit
CapitalImprovements(SFV);andPublicTransitStateofGoodRepair(CC).Thesefourprograms
areonlydistinguishedfromtheotherMSPprojecttypesinprevioussectionsbythefund
source,specificallytransitfundversushighwayfund.AllgeneralMSPpoliciesfromthese
GuidelinesapplytoequallytobothTransitMSPandHighwayMSP.AllMSPfundsareforcapital
projects.
STREETCARCIRCULATORPROJECTS(SC)
Thesefundswillbecompetitivecountywideforcapitalprojects.Theprojectfundswillnotbe
usedforoperationalexpenses,andwillnotbeusedonanyprojectswithincompletefunding
plans.Definitionofstreetcarandcirculatorprojects,aswellaseligibilitycriteriawillbe
determinedaspartofestablishingthecompetitiveprocess.Thedetailsandcriteriaforsucha
processwillbedraftedwithinoneyearoftheadoptionoftheseMeasureMGuidelines.
BUSSYSTEMIMPROVEMENTS(SG)
Thesefundsareforbussystemimprovements.ConsistentwithprovisionsforotherMSP
projects,theseimprovementsshouldbepreviouslyidentifiedintheMobilityMatrix,andwillbe
subjecttoFundRestriction/SupplementalFundprovisions.Theprojectwillbesubjectto
readinessrequirementsasnotedinSection___andcashflowavailability.
BUSRAPIDTRANSITCAPITALIMPROVEMENT(SFV)
Theordinancerequiresadefinitionforthisterm,butcurrentlythereisnoprogramlistedas
suchintheMultiyearSubregionalProgramportionoftheExpenditurePlan.Thesefundsare
forbusrapidtransit(BRT)capitalimprovements.ForadescriptionofBRTfeaturesandother
criteriadescription,seesubsequentCountywideBRTExpansionsectionofGuidelines.Metro
willbetheleadagencyforthisproject,anditwillbesubjecttoCountywideBRTdesigncriteria
whenadopted.Theproject(s)willbesubjecttoreadinessrequirementsandcashflow
availability.
PUBLICTRANSITSTATEOFGOODREPAIR(CC)
ThesefundsareforpublictransitstateofgoodrepairintheCentralCitySubregion.Eligible
stateofgoodrepaircapitalinvestmentsinclude:CapitalAssetReplacement;CapitalAsset
Rehabilitation;andCapitalImprovementswhenrequiredbychangedregulationsand
standards.MSPprojectsandimprovementsshouldbepreviouslyidentifiedintheMobility
39

MatrixinordertoavoidadditionalMetrorestrictionsoneligibilityofprojects.Theprojectwill
besubjecttoreadinessrequirementsandcashflowavailability.
AUDITREQUIREMENTS
andlocallaws.
MEASUREMRECOGNITION
40

METROACTIVETRANSPORTATON(2%)
OverarchingPolicies
ThefollowingpolicieswillbeappliedtoadministrationoftheMetroActiveTransportation
Program(2%)aspartofthedeterminationofeligibility.Specificprogramprocedureswillbe
developedandadoptedbytheMetroBoardwithinoneyearoftheadoptionoftheseMeasure
MGuidelines.
ActiveTransportationStrategicPlan
TheActiveTransportationStrategicPlanidentifiestheRegionalActiveTransportationNetwork
includingspecifiedregionalcorridorprojectsandoutlinesMetrosoverallstrategyforfunding
andsupportingimplementationofactivetransportationinfrastructureandprogramsinLos
AngelesCounty;identifiesstrategiestoimproveandgrowtheactivetransportationnetwork,
expandthereachoftransit,anddeveloparegionalactivetransportationnetworktoincrease
traveloptions.
First/LastMilePolicies
MetroFirst/LastMilepoliciesincludetheFirst/LastMileStrategicPlan(2014)whichdescribes
therationaleforfirst/lastmileimprovementsandproscribesanapproachtoplananddesign
improvementssurroundinganytransitstation.MetroBoardMotions14.1(May2016)and14.2
(June2016)collectivelydesignatelocationsstudiedintheATSPastheFirst/LastMilePriority
Networkandcommitsspecificactivitiestoimplementfirst/lastmileimprovementscountywide.
BikeSharePolicies/Motion22.1
BoardMotion22.1(July2015)definesnextstepsforimplementationoftheregionalbikeshare
system.
DesignforSafety/VisionZero
ProjectsfundedwithMeasureMfunds,includingActiveTransportation2%,shouldsupportthe
protectionofpedestrianandbicyclesafetyinlinewithVisionZeroorequivalentpolicies.The
ActiveTransportation2%programwillincludeaseligibleprojectslocalroad/arterial
improvementsthatareexpresslydesignedtoenhancesafetyforpedestriansandbicyclists.
41

FundingAvailability
FundingavailabilitywillbedeterminedbytheCashflowpolicy,aswellastheprojectionsofthe
TFP.CriteriawillbebroughtforthwithinoneyearoftheadoptionoftheseGuidelines,to
establishacompetitiveprocessandfundscheduleforawardprojectswithinthisprogram.
TheLARiverWaterwayandSystemBikepathprojectistobefundedwiththeActive
Transportation2%funding.Anyfuturefundinginthisprogramwillincludecalculationbasedon
thiscommitment.
42

2%SYSTEMCONNECTIVITYPROJECTS(HIGHWAYCONSTRUCTIONSUBFUND)
INTRODUCTION
TheseguidelinessummarizethefundingpoliciesandadministrativeproceduresforMeasureM
2%SystemConnectivityProjects(HighwayConstruction)fortheLosAngelesCounty
MetropolitanTransportationAuthority(Metro).
PROGRAMOBJECTIVES
TheMeasureMOrdinancereferencestheSystemConnectivityProjectsaspartoftheoverall
17%HighwayConstructionProgram.IntheMeasureMOrdinancetheSystemConnectivity
ProjectscategoryincludesPorts,HighwayCongestionPrograms,[and]GoodsMovement.
ThepurposeofthisMeasureMSystemConnectivityProjects(HighwayConstruction)program
isasfollows:
A. ProvideafundingopportunityforcosteffectiveprojectsthatareincludedintheMetro
GoodsMovementStrategicPlanwiththegoalofimprovingthemovementofgoods
throughouttheLosAngelesCountytransportationnetwork,withadditionalconsideration
focusedonthemitigationofenvironmentalandhighwaycongestionimpactsassociated
withgoodsmovement.
B. Leverageadditionalprivatesector,local,state,orfederaldollarsforthepurposesof
implementinggoodsmovementrelatedprojects.
C. BecausethesefundsarecodedSCintheOrdinanceandareundertheallocationpurview
ofMetro,theGuidelinesareassigningprioritytogoodsmovementrelatedinvestments,and
highwaycongestionprogramsmusthaveanexusthereto.
FundswillbeallocatedtoMetroforadministration,andMetroshalldetermineona5year
basis,basedoncashflowandtheTFP,howmuchfundingwillbemadeavailableforthis
program,andthroughanapplicationprocesstoeligiblerecipients.Fundingcommitmentsmay
beprogrammedandallocatedovermultipleyearsifnecessary.
FundingAvailability
FundingavailabilityfortheHighwaySystemwideConnectivity2%programwillbedetermined
bytheCashflowpolicyincludingtheprojectionsoftheTFP.Criteriawillbebroughtforthwithin
oneyearoftheadoptionoftheseGuidelinestoestablishacompetitiveprocessandfund
scheduleforawardprojectswithinthisprogram.TheMeasureMExpenditurePlanalready
includestheI710SouthPhase1and2,andtheI105ExpresslaneProjectswhicharetobe
43

fundedwiththeHighway2%SystemConnectivityprogram.Anyfuturefundinginthisprogram
willincludethecalculationsnecessarytomeettheseExpenditurePlancommitments.
ELIGIBLERECIPIENTS
Allimplementingpublicagenciesareeligibletoapplyforavailablefunding,includingbutnot
limitedtothefollowing:
PortofLongBeach
PortofLosAngeles
AlamedaCorridorEastConstructionAuthority
LosAngelesCounty
CitiesinLosAngelesCounty
Metro
Airports
ELIGIBLEUSES
MetroispreparingaGoodsMovementStrategicPlanwhichwill,amongotherpurposes,
providethefoundationforacompetitiveprogramforthisSystemConnectivityfunding.
ProjectsandprogramsmustbeincludedintheMetroGoodsMovementStrategicPlantobe
consideredeligibletoreceivefundingfromtheSystemConnectivityProjects(Highway
Construction)Program.Proceduresforthecompetitivefundingprogramwillbedeveloped
withinoneyearofadoptionoftheStrategicPlan.
Eligibleexpensesinclude,butarenotlimitedto,theimplementationand/orconstructionofthe
following:
Highwayorrailprojectswithaclearlyidentifiedgoodsmovementpurpose
Systemconnectivityprojectslinkingtheregionaltransportationsystemtogoods
movementfacilities(seaports,airports,distribution/logisticscenters,etc.)
Technologyorinnovationprojectsdesignedtoimprovethemovementofgoodsandair
qualityassociatedwithgoodsmovement
Highway/railgradeseparationprojects
ProjectsonPortownedfacilitiesthatwillimprovetheefficiencyandcapacityforthe
movementoffreightthroughLosAngelesCounty
Projectsthatpromotesustainablefreightpractices
Studiesdesignedtoidentifychallengesto,trendswithin,andstrategicplanningefforts
associatedwiththemovementofgoodswithinLosAngelesCounty
44

RegionalIntegrationofIntelligentTransportationSystems(RIITS)relatedsystem
improvements,integrations,platformsandconnections(e.g.,Metrosvideowallor
SouthernCalifornia511TravelerInformationSystems)
ExpressLanesprojects,whereHOVlanesareconvertedtoHOTlanes,includingdesign,
planning,development,outreach,constructionandimplementationofExpressLanes
andconnectorsconsistentwiththeCountywideExpressLanesStrategicPlan
FreewayServicePatrol(FSP)acongestionmitigationprogramwithrovingtowand
servicetruckswhichassistand/orremovedisabledvehiclesoffthefreeway
Metrosgoalwillbetospendorallocatethesefundsinatimelymanner.However,Metromay
reserveorcarryoversomeorallofitsallocationtothenextfiscalyearifnecessary.
CommitteedescribinghowusesofMeasureMSystemConnectivityProjects(Highway
Construction)fundsarecontributingtoaccomplishingtheprogramobjectives.
AUDITREQUIREMENTS
otherapplicablestateandlocallaws.Metrowillretainalldocumentsandrecordsrelatedto
thisprogramandtheuseoffundsforaperiodofthreeyearsaftertheyearinwhichthefunds
areexpended.
45

2%SYSTEMCONNECTIVITYPROJECTS(TRANSITCONSTRUCTIONSUBFUND)
INTRODUCTION
2%SystemConnectivityProjects(TransitConstruction)fortheLosAngelesCountyMetropolitan
TransportationAuthority(Metro).
PROGRAMOBJECTIVES
TheMeasureMOrdinancereferencestheSystemConnectivityProjectsaspartoftheoverall
35%TransitConstructionProgram.IntheMeasureMOrdinancetheSystemConnectivity
ProjectscategoryincludesAirports,UnionStation,andCountywideBRT.
FundswillbeallocatedtoMetroforadministration,andMetroshalldetermineona5year
basis,basedoncashflowandtheTFP,howmuchfundingwillbemadeavailableforthis
program,andthroughanapplicationprocesstoeligiblerecipients.Fundingcommitmentsmay
beprogrammedandallocatedovermultipleyearsifnecessary.
FundingAvailability
FundingavailabilityfortheTransitSystemwideConnectivity2%programwillbedeterminedby
theCashflowpolicyincludingtheprojectionsoftheTFP.Criteriawillbebroughtforthwithin
oneyearoftheadoptionoftheseGuidelinestoestablishacompetitiveprocessandfund
scheduleforawardprojectswithinthisprogram.TheMeasureMExpenditurePlanalready
includestheAirportMetroConnector,Crenshaw/LAXTrackEnhancements(capovertracksat
LAXrunway),NorthSanFernandoValleyBusRapidTransitImprovementsandtheCountywide
BRTExpansionprojectswhicharetobefundedwiththeTransit2%SystemConnectivity
program.Anyfuturefundinginthisprogramwillincludethecalculationsnecessarytomeet
theseExpenditurePlancommitments.
ELIGIBLEUSES
Eligibleuses,evaluationcriteria,andproceduresforthecompetitivefundingprogramwillbe
developedwithintwoyearsofadoptionoftheGuidelines.
46

CommitteedescribinghowusesofMeasureMSystemConnectivityProjects(Highway
Construction)fundsarecontributingtoaccomplishingtheprogramobjectives.
AUDITREQUIREMENTS
areexpended.
47

VISIONARYPROJECTSEEDFUNDING
MeasureMmakes$20millionavailableover40years(FY2018FY2057)tobeusedfor
VisionaryProjectSeedFunding.Thisdocumentprovidesasetofguidelinesforhowthat
fundingwillbedistributed.
Summary
Mobilityischangingrapidly.Everydaytherearenewsolutionstooldtransportationchallenges,
newinnovativebusinessmodelstofacilitateimprovedservices,andnewtechnological
approachesdesignedtoimprovetheequityandaccessofmobility.
LAMetrosVisionaryProjectprogramisaimedatidentifyingandtestingthosesolutionsinLos
AngelesCounty.TheVisionaryProjectprogramseekstoidentifythemostcuttingedge,
researchbasedmobilitysolutionstoourspecificchallenges,andtouseLosAngelesCountyasa
testbedtoprovethoseconcepts.LAMetroisspecificallyinterestedinprojectsthatinclude
developing,testing,anddeployingnewmobilityapproachesandnewtechnologies.
AvailableFunding
LAMetrowillmake$1.5millionavailableeverythreeyearsthroughacompetitivegrant
process.
EligibleApplicants
LAMetro,MunicipalOperators,andLocalOperatorsarealleligibleforconsiderationforthis
award.Eligibleapplicantsshouldidentifyoneormoreresearchpartner(s)toensurerigorous
analyticsareapplies.Applicantsarealsoencouragedtoconsideradditionalprojectpartners
withsubstantialinterestandinvolvementintheproject.Eligiblepartnersunderthisprogram
mayinclude,butarenotlimitedto:
Privateforprofitandnotforprofitorganizations
Operatorsoftransportationservices
Stateorlocalgovernmententities
Academicinstitutions
EligibleProjects
Generally,eligibilityisbroad,beyondtherequirementthatprojectsbevisionaryandinnovative.
Specificeligibilitieswillbedefinedaspartoftheprojectselectioncriteriaandprocess.Project
conceptsshouldbedevelopedinpartnershipwithlocalresearchinstitutionsbuttargeted
towardsthedevelopmentanddeploymentofpioneeringtransportationsolutions.Research
basedsolutionsshouldaddressatleastoneofthefollowingtransportationgoals:
Safetyorsecurityimprovements
Substantialimprovementsintraveltimeandcustomerexperience
48

Majorreductionsinemissionsorotherenvironmentalexternalities
Improvementsinaccessfordisadvantagedpopulations
SelectionCriteria
Criteriaandselectionprocesswillbedevelopedandadoptedwithinoneyearoftheadoptionof
theseGuidelines.Criteriamayconsider,butisnotlimitedto,thefollowing:
1. ImpactandOutcomes.Applicantsmaybeexpectedtoidentifygoalsthattheirproject
seekstoachieveforLosAngelesCounty.
2. ProjectApproach.Applicantsmaybeexpectedtodefinethescopeandapproachof
theirproposedpilotprojectandresearch.
3. TeamCapacityandCommitment.Applicantsmaybeexpectedtodetailtheteamandits
capacitytocompletetheproject.LAMetrowillalsoexpectaletterofcommitmentfrom
participatingresearchinstitutions.
4. BusinessModelDesignedtoScale.Applicationsshouldincludeinformationonhowthe
applicantagencyseekstoscaletheprojectuponthepilotssuccess.
CostSharingorMatching
Thegrantfundedshareofthisprojectislimitedto60percent.Thetransportationoperatorin
partnershipwiththeaffiliatedresearchinstitutionwillbeexpectedtoidentifysourcesfora
localshareofnetprojectcostincashorinkind.
CommitteedescribinghowusesofMeasureMVisonaryProjectSeedfundsarecontributingto
AUDITREQUIREMENTS
areexpended.
49

COUNTYWIDEBRTEXPANSION
InDecember2013,MetrocompletedtheLosAngelesCountyBusRapidTransit(BRT)andStreet
ImprovementStudy.BRThasthepotentialtoincreasetransitaccess,improveregional
mobility,reducttransportationcostsandeasecommutes.KeyBRTfeaturesinclude,butare
notlimitedto,thefollowing:
Morefrequentservicewithlimitedstops;
Peakperiodorfulltimededicatedbuslanes;
Transitsignalpriority;
Brandedvehicles/stations;
Customerfriendlystations/stops;
Realtimebusarrivalinformation;and
Alldoorboarding.
MetrowillrevisittheproposedBRTcorridorsidentifiedinthe2013inanupdatedstudytobe
completedwithin24monthsoftheadoptionoftheMeasureMGuidelines.Theupdatedstudy
willincludeadditionalcorridorsthroughoutLosAngelesCountyfromtheMobilityMatrix
process,andexcludethosealreadyfunded.
Eligibileprojects
ThesefundsareeligibleforMetroBRTprojects.TheupdatedBRTstudywillestablishmetrics
forBRTsystemperformance,including,butnotlimitedto,corridortraveltime,busspeed,
increasingridership,anddwelltime.Subsequenttothecompletionoftheupdatedstudy,
MetrowilladoptaPhase1andPhase2prioritizedBRTprojectsequencelistbasedon
performancemetrics,regionalbalance,andavailablefunding.AspartofthePhase1andPhase
2listadoption,MetrowillestablishdesignguidelinesandadditionalBRTcriteria.Once
finalized,theBRTstudyanditselementswillprovidethefoundationfortheassignmentof
MeasureMfundsmadeavailableforthisprogram.Proceduresforthatassignmentwillbe
amendedbyreferencetotheGuidelinesonceadopted.Theprocedureswillalsoincludethe
definitionofBusRapidTransit(BRT)CapitalunderMeasureM.
Metrosgoalwillbetospendorallocatethesefundsinatimelymanner,onceallocationsare
made.However,Metromayreserveorcarryoversomeorallofitsallocationtothenextfiscal
yearifnecessary.
50

CommitteedescribinghowusesofMeasureMCountywideBRTExpansionfundsare
contributingtoaccomplishingtheprogramobjectives.
AUDITREQUIREMENTS
areexpended.
51

SUBREGIONALEQUITYPROGRAM
INTRODUCTION
AttheJune2016BoardMeetingDirectorFasanaintroducedanamendmenttotheexpenditure
plantoprovidefundingtoallsubregionsequivalenttotheallocationapprovedbytheBoardfor
theSanFernandoValleyTransitproject.TheSanFernandoValleyprojectwasidentifiedas$180
million(FY15$).
FASANAAMENDMENTtoMotion49.2(June23,2016):Toprovideequivalentfunding
basedontheoriginalallocationoffunding(i.e.$180millionis13%ofsuchfundingbased
ontheSanFernandoValleysshare)toeachoftheothersubregionstoassureand
maintainequitablefunding(i.e.,SubregionalEquityProgram).
ThefundingforprogramsinothersubregionsoutsideofSanFernandoValleyarenow
collectivelyreferredtoastheSubregionalEquityProgram.FootnotesfromtheMeasureM
Ordinanceprovidesguidanceasidentifiedbelow:
ThisprojectwillincreasesystemconnectivityintheNorthSanFernandoValley
andtheMetroTransitSystem.Environmentalplanworkshallbeginnolaterthan
sixmonthsafterpassageofMeasureM.Toprovideequivalentfundingtoeach
subregionotherthantheSanFernandoValley,thesubregionalequityprogram
willbeprovidedasearlyaspossibletothefollowingsubregionsintheamounts
(inthousands)specifiedhere:AV*$96,000;W*$160,000;CC*$235,000;NC*
$115,000;LVM*$17,000;GC*$244,000;SG*$199,000;andSB*$130,000.
FundingforthisprogramwillbeidentifiedaspartoftheCashflowManagementevaluation
consistentwiththeTFPModel.Thefundsidentifiedmaybeanycombinationoffederal,state,
orMetrocontrolledfundsincluding,butnotlimitedto,MeasureM.Priortoeach5yearreview
CountywidePlanningwillprovideaforecastoftheamountoffunding,ifany,thatisforecasted
tobeavailableforthisprogramoverthesubsequent5years.Oncefundingisidentifiedeach
subregionwillbeaffordedanopportunitytosubmittheirprojecttoMetrostaffforevaluation
basedonprojectreadinessprovisionsoutlinedintheseGuidelines.Additionaldetailsregarding
theevaluationprocessforthisprogramwillbedevelopedwithinoneyearoftheadoptionof
52

theseGuidelines.Intheinterim,projectswillbeconsideredonafirstcome,firstservebasis
providedthesponsorcanprovetheprojectisreadytogotoconstruction.
CommitteedescribinghowusesoftheSubregionalEquityProgramfundsarecontributingto
AUDITREQUIREMENTS
areexpended.
53

1%REGIONALRAIL
INTRODUCTION
Theseguidelinessummarizethefundingpoliciesandadministrativeproceduresforthe
MeasureM1%RegionalRailprogram,includingtherequiredmetricstoincreasetheallocation
from1%to2%beginningin2039.ThesefundsshallnotbeeligibleforLosAngelesCounty
MetropolitanTransportationAuthority(Metro)operatedbus,lightrail,orheavyrailtransit
services.
PROGRAMOBJECTIVES
AsdefinedinSection3oftheMeasureMOrdinance,RegionalRailmeansregionalcommuter
railservicewithinLosAngelesCounty,includingoperating,maintenance,expansion,andstate
ofgoodrepair.
RegionalcommuterrailservicesinLosAngelesCountyarecurrentlyprovidedonbehalfof
MetrobytheSouthernCaliforniaRegionalRailAuthority(SCRRA)underthebrandname
Metrolink.TheSCRRAisaJointPowersAuthority(JPA)representingthetransportation
commissionsofLosAngeles,Orange,Riverside,SanBernardinoandVenturacountiesinwhich
MetroisaMemberAgency.Metrolinktrainsoperateacrossasixcountynetwork,which
includesaportionofnorthernSanDiegoCounty.
ThisisaprogramfundedbytheMeasureMsalestaxwithnosunset,beginningonJuly1,2017.
EveryyearMetroshallallocate1%ofallnetrevenuesderivedfromthetaxforinvestmentin
regionalcommuterrailactivities.
Fundswillbeallocatedannuallyatthediscretionof,andinamountsdeterminedby,theMetro
BoardofDirectors.
ELIGIBLERECIPIENTS
TheLosAngelesCountyMetropolitanTransportationAuthorityforCommuterRailInvestments
inorbenefittingLosAngelesCounty,andtheSouthernCaliforniaRegionalRailAuthority,orits
successor.
54

ELIGIBLEUSES
EligibleexpensesincludethecostsofregionalcommuterrailoperationsandservicesforLos
AngelesCounty.Examplesofeligibleexpensesincludeoperations,maintenance,system
expansion,stateofgoodrepair,capitalprojects,feasibilitystudiesandanyotherexpensesthat
willcontributetomeettheprogramobjectives.
FUNDINGEXPANSION
Section7oftheMeasureMOrdinanceincludestheprovisionthat,noearlierthanJuly1,2039,
theMetroBoardofDirectorsshallincreasethepercentageofNetRevenuesallocatedtothe
RegionalRailprogramfrom1%to2%providedthattherecipientssatisfycertainperformance
criteria,whichshallbeadoptedbytheMetroBoardofDirectors.
PerformancecriteriashallincludetheongoingattainmentofOperating,CostContainment,and
Investmentgoals.
Operatinggoalsshallincludetheongoingattainmentofthefollowingstandards:
ServiceReliabilityandOnTimePerformance(OTP):Theoperatorofregionalcommuter
railservicesinLosAngelesCountyshallmaintainanaverageOTPofnotlessthan90%of
scheduledoperationsmeasuredonarolling24monthaverage.
Achievementoflessthan20traindelayspermonthduetoMechanicalIssuesasdefined
intheSCRRAsadoptedStrategicPlan.
Growandretainridershipbasedonthree(3)yearaverageridershipchangesthatareat
orabovetheaverageofthetop10commuterrailoperatorsasmeasuredbythe
NationalTransitDatabase(NTD)oritssuccessorindex.
Ensureasafeoperatingenvironmentbyreducingtrainaccidentsbyincidentsper
100,000trainmilesatoraboveofthetop10commuterrailoperatorsasmeasuredin
theNationalTransitDatabase(NTD)oritssuccessorindex.NTD.
CostContainmentgoalsshallincludetheongoingattainmentofthefollowingstandards:
Operatingcostsperrevenuetrainmile,measuredannually,onarolling3yearbasis,
shallnotexceedtheaverageincreaseofthetop10commuterrailoperatorsas
measuredbytheNationalTransitDatabase(NTD)oritssuccessorindex.
TotalRevenueRecovery,includingFaresandotherOperatingRevenues,shallmeetor
exceed50%ofoperatingcostsonanannualbasisasmeasuredona3yearrolling
average.
55

Investmentgoalsshallincludeandbemeasuredbythefollowingstandards:
TheSCRRA,successoragency,oragencyprovidingregionalcommuterrailservicesforLA
County,shallprovideMetroadetailedassetmanagementplan(StateofGoodRepair)for
Metroownedorsharedassetsthatreflectsbothafiscallyconstrained5yearplanofactionsas
wellasa10yearunconstrainedplantoidentifyRightOfWay(ROW),revenueequipment,
capitalprojects,andotherassetmaintenancerequirements.Thisplanshallbeupdated,at
minimum,onabiannualbasis.
Asreferencedabove,thetenlargestcommuterrailoperatorsshallbemeasuredonthebasisof
totaloperatingcostsfortheprovisionofcommuterrailservices.
FUNDDISBURSEMENT
Fundswillbedisbursedafter:
Amemorandumofunderstanding(MOU)betweentherecipientandMetrohasbeen
executed;or
AfterapprovalbytheMetroBoardofDirectorsandappliedtowardsanapproved
programofRegionalRailinvestmentandsubjecttoallMetropoliciesandprocedures.
LAPSINGREQUIREMENT
Giventheobjectiveoftheprogramtoimprovetransitservice,recipientsareencouragedto
spendthesefundsinatimelymanner.
Recipientshavefouryears,whichistheyearofallocationplusthreeyears,tospendthefunds
allocatedthroughthisprogram.Allinvoicesmustbesubmittednolaterthanoneyearafterthe
fouryearprogram.Metrostaffmaygrantextensionsonacasebycasebasis,accompaniedby
adequatedocumentationofjustificationoftheneedfortheextensionrequest.
EligiblerecipientswillprovideanannualreporttoMetrodescribinghowusesofMeasureM1%
fundsarecontributingtoaccomplishingtheprogramobjectives.Inaddition,eligiblerecipients
willberequiredtopreparequarterlyreportsonthestatusofperformancecriteriaoutlined
above.ThesequarterlyreportsshallbesubmittedtoMetroforreviewbytheIndependent
TaxpayerOversightCommittee.
AUDITREQUIREMENTS
Useofthesefundswillbeauditedaspartoftheannualauditofeachrecipient.Any
organizationreceivingandutilizingthesefundswillretainalldocumentsandrecordsrelatedto
56

areexpended.
MEASUREMRECOGNITION
AlloperatorsareencouragedtorecognizeprojectsandservicesthatarefundedusingMeasure
Mfunds.Examplesincludewebsites,carcards,schedules,otherpromotionsandmarketing
materials.Thiswillbelefttothediscretionofeachoperator.
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5%METRORAILOPERATIONS
INTRODUCTION
MetroRailOperationsfortheLosAngelesCountyMetropolitanTransportationAuthority
(Metro).
PROGRAMOBJECTIVES
AsdefinedinSection3oftheMeasureMOrdinance,MetroRailOperationsmeansservice
deliveryforoperatingandregularandpreventativemaintenanceforMetroRailLinesas
definedinguidelinesadoptedbytheMetroBoardofDirectors,aswellasMetroStateofGood
Repair.MetroStateofGoodRepairmeanstherepair,rehabilitation,andreplacement
requiredtomaintainreliable,safe,effective,andefficientrailtransitservices.
EveryyearMetroshallallocate5%ofallnetrevenuesderivedfromthetaxsolelyforMetroRail
Operations.
FundswillbeallocatedtoMetroexclusivelyforMetroRailOperations.Inaddition,Metromay
expendsomeportionorallofthesefundsforMetroStateofGoodRepair.Allocationsanduses
forMetroStateofGoodRepairarefurtherdefinedintheProgramGuidelinesfor2%Metro
StateofGoodRepair.
ELIGIBLERECIPIENTS
MetroshallbethesolerecipientofMetroRailOperationsfunds,asdefinedintheMeasureM
Ordinance.
ELIGIBLEUSES
Eligibleexpensesincludeoperating,regularandpreventativemaintenanceforexistingandnew
MetroRailLines,aswellastherepair,replacement,andrehabilitationofMetroassetsrequired
foritsrailtransitvehiclefleet,systemsandengineering,andstations.Examplesofeligible
expensesinclude,butarenotlimitedto,thefollowing:
58

Railtransitoperations,exclusiveofbusbridgesrequiredforcapitalprojectsor
disruptionsinservice
Railtransitmaintenance,includingdailycheckups,cleaning,andrepairs
Railtransitcommunications,signals,power,controls,andtracksystemsandengineering
operationsandupkeep
Railvehicleoverhaul,midlife,andacquisition
Maintenanceandcomponentreplacementofrailcommunications,signals,power,
controls,andtracksystemsandengineering
Railstationupkeep,repairs,andmaintenance,including,butnotlimitedto,faregates,
ticketvendingmachines(TVMs),transitpassengerinformationsystem(TPIS)systems,
andlighting
Farecollectionsystemandequipment
GiventheobjectiveoftheprogramtoaddressMetroRailOperations,Metroisencouragedto
spendthesefundsinatimelymanner.However,Metromayreserveorcarryoveritsallocation
tothenextfiscalyear.
MetrowillprovidequarterlyreportstotheMeasureMIndependentTaxpayerOversight
CommitteedescribinghowusesofMeasureM5%MetroRailOperationsfundsarecontributing
toaccomplishingtheprogramobjectives.
MeasureMfundsmaybeusedtosupplementexistingstate,federal,andlocaltransitfundsin
ordertomaintaintheprovisionoftheexistingtransitservicesintheeventofacurrentor
projectedfundingshortfall.
AUDITREQUIREMENTS
areexpended.
MEASUREMRECOGNITION
ProjectsandservicesfundedbytheMeasureMMetroRailOperationsprogramwillrecognize
theuseofMeasureMfunds.Examplesincludewebsites,carcards,schedules,other
promotionsandmarketingmaterials.ThiswillbelefttothediscretionofMetro.
59

60

20%TRANSITOPERATIONS
(MetroandMunicipalProviders)
INTRODUCTION
MeasureM20%TransitOperationsprogramfortheLosAngelesCountyMetropolitan
TransportationAuthority(Metro)andMunicipalOperators.
PROGRAMOBJECTIVES
AsdefinedinSection3oftheMeasureMOrdinance,TransitOperationsmeanscountywide
transitserviceoperatedbyMetroandtheIncludedandEligibleMunicipalOperatorsreceiving
fundsallocatedthroughaBoardadoptedFormulaAllocationProcedure(FAP).Thepurposeof
theMeasureM20%TransitOperationsprogramistoimprovecountywidetransitservice
operations,maintenance,andexpansion.TheintentofMeasureMistoincreaserevenues
availableforthepublictransitsystem.Theprogramisflexibletoalloweachoperatorto
determinehowbesttoaccomplishmakingpublictransportationmoreconvenient,affordable,
andimprovequalityoflife.
EveryyearMetroshallallocate20%ofallnetrevenuesderivedfromthetaxfortransit
operationstoallexistingeligibleandincludedmunicipaltransitoperatorsintheCountyofLos
AngelesandtoMetro.
Fundswillbeallocatedamongtheincludedandeligiblemunicipaloperatorsaccordingtothe
sharescalculatedbytheFormulaAllocationProcedure(FAP)fortheyearinwhichfundsare
allocated.TheallocationstotheeligibleandincludedmunicipaloperatorsandMetroforthis
programshallbemadesolelyfromtherevenuesderivedfromtheMeasureM20%funds,and
notfromotherlocaldiscretionarysources.MeasureM20%serviceswillnotbeincludedinthe
FoothillMitigationCalculation.
ELIGIBLERECIPIENTS
AllincludedandeligiblemunicipaloperatorsandMetroparticipatingintheFAPareeligibleto
receivethesefunds.Eligiblerecipientsarethoseoperatorsthatwereinexistencewhenthe
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MeasureMprogramwasapprovedbythevotersofLosAngelesCounty(California)andinclude
thefollowing:
CityofArcadia
CityofClaremont
CityofCommerce
CityofCulverCity
FoothillTransit
CityofGardena
CityofLaMirada
LongBeachTransit
CityofMontebello
CityofNorwalk
CityofRedondoBeach
CityofSantaMonica
CityofTorrance
AntelopeValleyTransitAuthority
CityofSantaClarita
LosAngelesDepartmentofTransportation
LosAngelesCountyMetropolitanTransportationAuthorityOperations
ELIGIBLEUSES
Eligibleexpensesincludeoperationsfortransitservice,maintenance,andexpansion,andany
otheroperatingexpensesthatwillcontributetomeettheaboveprogrampurposeand/or
objectives.ForMetro,thesefundsarealsoeligibletobeusedforMetroRailoperations,andas
secondaryMetroRailStateofGoodRepairandpilotprogramsfornewtransitservices.Metro
willdeveloppoliciesthatwilldefineandestablishcriteriaforimplementingpilotprograms.
MAINTENANCEOFEFFORT
SenateBillNo.767(DeLeon)statesthatfundsallocatedbyMetrotoeligibleandincluded
municipaloperatorsshallbeusedfortransitoperationsandshallnotsupplantanyfunds
authorizedbyotherprovisionsoflawandallocatedbyMetrototheeligibleandincluded
municipaloperatorsforpublictransit.Inadditiontoimplementingnewtransitservicesand
programs,eligiblerecipientsmayuseMeasureM20%fundstosupplementexistingstate,
federal,andlocaltransitfundsinordertomaintaintheprovisionoftheexistingtransitservices
intheeventofacurrentorprojectedfundingshortfall.Metrostaffreservestherightto
requestappropriatedocumentationfromeligiblerecipientstosupporttheexistenceofa
fundingshortfall.
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ForMetro,SenateBillNo.767(DeLeon)statesthatfundsallocatedbyMetrotoitselfshallbe
usedfortransitoperationsandshallnotsupplantfundsfromanyothersourceallocatedby
Metrotoitselfforpublictransitoperations(AttachmentBSenateBillNo.767).
MeasureMfundsshallnotsupplantanylocalreturnfundcontributionsmadetowardthe
operationsofatransitsystem.
FUNDDISBURSEMENT
Fundswillbedisbursedafteramemorandumofunderstanding(MOU)betweentheoperator
andMetrohasbeenexecutedandtheoperatorhassubmittedtoMetroaMeasureM20%
ImprovementPlanshowingtheassignmentofthatfiscalyearsfunds.TheMeasureM20%
ImprovementPlanshouldincludeadescriptionofhowthesefundswillbespent.Theplan
shouldexplainhowtheseserviceswillmeettheprogramobjectiveandbenefittransitusers.
TheMeasureM20%ImprovementPlanmaybeamendedbytheoperatorincoordinationwith
MetrosLocalProgrammingstaff.Fundsforoperatingpurposeswillbedisbursedmonthlyin
equalportionsofanoperatorsallocationonceaninvoicefortheannualallocationamountis
receivedfromthatoperator.
AllinterestaccruedontheMeasureM20%transitoperationsfundwillbereallocatedannually
throughtheFAPandaccordingtotheseguidelines.
Anoperatormayreserveorcarryoveritsallocationtothenextfiscalyear;however,thefunds
willretaintheiroriginalyearofallocationforthepurposeofapplyingthelapsingrequirement.
Anoperatormayassignitsfundsforagivenfiscalyeartoanotheroperatorthatisabletouse
themaccordingtotheprogram,purpose,andobjectivesandwithinthelapsingrequirement
timeframe.FundtradewillnotbeallowedusingMeasureM20%funds.
LAPSINGREQUIREMENT
Giventheobjectiveoftheprogramtoimprovetransitservice,operatorsareencouragedto
spendthesefundsinatimelymanner.
Operatorshavethreeyears,whichistheyearofallocationplustwoyears,tospendthefunds
allocatedthroughthisprogram.Metromaygrantextensionsonacasebycasebasis,
accompaniedbyadequatedocumentationofjustificationoftheneedfortheextensionrequest.
TheappealofanylapsingfundswillbesubmittedtoMetro,inconsultationwithBusOperations
Subcommittee(BOS),andsubjecttoapprovalbytheMetroBoardofDirectors,withanylapsed
fundsrevertingbacktotheMeasureM20%fundforreallocationtoeligiblerecipients.
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OperatorswillprovidequarterlyreportstoMetrodescribinghowusesofMeasureM20%funds
arecontributingtoaccomplishingtheprogramobjectives.Metrowillcompiletheoperators
quarterlyreportsintoaregionalMeasureM20%ProgramupdatefortheMetroBoardandthe
MeasureMIndependentTaxpayerOversightCommittee.Thequarterlyreportsareinaddition
totheannualImprovementPlan.AllservicefundedwithMeasureM20%TransitOperations
proceedswillbeincludedintheFAP,andreportedseparatelyontheTransportation
PerformanceMeasurementforms.MeasureMFundsmaybeusedtosupplementexisting
state,federal,andlocaltransitfundsinordertomaintaintheprovisionoftheexistingtransit
servicesintheeventofacurrentorprojectedfundingshortfall.MeasureM20%Fundsused
forexpansionmayonlybeincludedintheFAPifthereisanoverallservicelevelincrease(as
evidencedintheNationalTransitDatabaseReport).
AUDITREQUIREMENTS
Useofthesefundswillbeauditedaspartoftheannualauditofeachmunicipaloperator.
ThoseoperatorsthatperformtheirownauditshallconsultwithMetroforascopeofwork,
whichcoverstheMeasureM20%auditrequirement.Theauditshallincludeinthescopeof
workcompliancewiththeMaintenanceofEffortprovisionandexceptionstothatprovisionwill
bereportedasafinding.Operatorswillretainalldocumentsandrecordsrelatedtothis
programandtheuseoffundsforaperiodofthreeyearsaftertheyearinwhichthefundsare
expended.
MEASUREMRECOGNITION
AlloperatorsareencouragedtorecognizeprojectsandservicesthatarefundedusingMeasure
materials.Thiswillbelefttothediscretionofeachoperator.
Theseguidelinescannotbechangedwithoutconsensusfromtheeligiblerecipients,asdefined
intheseguidelines,anduponapprovaloftheMetroBoardofDirectors.
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2%ADAPARATRANSITFORTHEDISABLED;METRODISCOUNTSFORSENIORSAND
STUDENTS
INTRODUCTION
MeasureM2%programfor:
A) ADAparatransitforpeoplewithdisabilities,and
B) LosAngelesCountyMetropolitanTransportationAuthority(Metro)discountsforseniors
andstudents.
PROGRAMOBJECTIVES
ThepurposeofthisMeasureM2%programis:
A) TomaintainandimprovetheserviceperformanceofADAparatransitservicesfor
peoplewithdisabilitiesinLosAngelesCounty.AsdefinedinSection3oftheMeasureM
Ordinance,ADAparatransitmeansparatransitserviceforthedisabledasprovidedfor
bytheAmericanswithDisabilitiesAct,and
B) TofundMetrodiscountsforseniorsandstudents.
EveryyearMetroshallallocate2%ofallnetrevenuesderivedfromthetaxtotheprogram
objectivessetoutabove.
Theprogramfundswillbeallocatedannuallybasedonbudgetaryneeds,withADAasapriority,
foramaximumofof75%forADAparatransit,and
aminimumof25%forMetrodiscountsforseniorsandstudents.Anyunusedfundswill
revertbacktothepooloffundstoberedistributedinthefollowingfiscalyear.
ELIGIBLERECIPIENTS
A) FortheADAparatransitportion,anytransportationagencythatprovidesADA
paratransitservicesonbehalfofLosAngelesCountyfixedroutetransitoperatorsis
eligibletoreceivetheprogramfunds.InLosAngelesCounty,ADAparatransitis
65

currentlyprovidedbyAccessServicesonbehalfoffixedroutetransitoperators
countywide.IfthereareanychangestoeligibleADAparatransitproviders,thecontent
oftheseguidelinesshouldberevisited.
B) FortheMetrodiscountsforseniorsandstudentsportion,allfundswillbeallocatedto
MetrotofundthefaresubsidyprogramdescribedinAppendixB/AttachmentA.
ELIGIBLEUSES
A) FortheADAparatransitportion,eligibleusesincludeADAparatransitoperating
expenses,capitalexpensesandactivitiestoenhanceADAparatransitservicesprovided
bytheeligiblerecipientsasdescribedabove.
B) FortheMetrodiscountsforseniorsandstudentsportion,fundswillbeallocatedtothe
faresubsidyprogramdescribedinAppendixB/AttachmentA.
FUNDDISBURSEMENT
A) FortheADAparatransitportion,fundswillbedisbursedafteraMemorandumof
Understanding(MOU)betweeneacheligibleADAparatransitproviderandMetrohas
beenexecuted.
B) FortheMetrodiscountsforseniorsandstudentsportion,Metrowillbethesole
recipient,andallsuchmonieswillbeusedtofundthediscountsasdescribedin
AttachmentA.
A) EligiblerecipientswillprovideanannualreporttoMetrodescribinghowusesof
MeasureM2%fundsarecontributingtoaccomplishingtheprogramobjectives.In
addition,eligiblerecipientswillberequiredtopreparequarterlyreportsonthestatusof
performancemetricsasspecifiedintheMOU.Thesequarterlyreportsshallbe
submittedtoMetroforreviewbytheIndependentTaxpayerOversightCommittee.
B) MetrowillberequiredtoreportquarterlytotheIndependentTaxpayerOversight
Committeeonthestatusandutilizationofthefaresubsidyprogramdescribedin
AttachmentA.
AUDITREQUIREMENTS
A) UseofthesefundsbyADAparatransitproviderswillbeauditedaspartofMetros
ConsolidatedAuditprogram.
B) UseofthesefundsforMetrodiscountsforseniorsandstudentswillbeauditedaspart
ofMetrosConsolidatedAuditprogram.
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MEASUREMRECOGNITION
AllrecipientsareencouragedtorecognizeprojectsandservicesthatarefundedusingMeasure
materials.Thiswillbelefttothediscretionofeachrecipient.
TheseprogramguidelinesmayberevisedbytheMetroBoardofDirectors.FutureBoard
adoptedchangestothefaresubsidyprogramdescribedinAppendixB/AttachmentAshall
automaticallyappendtheseguidelines.
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2%METROSTATEOFGOODREPAIR
INTRODUCTION
2%MetroStateofGoodRepairfortheLosAngelesCountyMetropolitanTransportation
Authority(Metro).
PROGRAMOBJECTIVES
AsdefinedinSection3oftheMeasureMOrdinance,MetroStateofGoodRepairmeansthe
repair,rehabilitation,andreplacementrequiredtomaintainreliable,safe,effective,and
efficientrailtransitservices.ThisdefinitioniswillalsoapplytoMeasureMfundingcategories
thatareMetroStateofGoodRepaireligible:5%MetroRailOperationsand20%Transit
Operations.
EveryyearMetroshallallocate2%ofallnetrevenuesderivedfromthetaxsolelyforMetro
StateofGoodRepair.
FundswillbeallocatedtoMetroexclusivelyforMetroStateofGoodRepair.
ELIGIBLERECIPIENTS
MetroshallbethesolerecipientofMetroStateofGoodRepairfundsforrail,asdefinedinthe
MeasureMOrdinance.
ELIGIBLEUSES
Eligibleexpensesincludetherepair,replacement,andrehabilitationofMetroassetsrequired
foritsrailtransitvehiclefleet,systemsandengineering,andstations.Examplesofeligible
expensesinclude,butarenotlimitedto,thefollowing:
Railvehicleoverhaul,midlife,acquisition,andmaintenance
Maintenance,componentreplacement,andupkeepofrailcommunications,signals,
power,controls,andtracksystemsandengineering;and,
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Railstationupkeep,repairs,andmaintenance,including,butnotlimitedto,faregates,
ticketvendingmachines(TVMs),transitpassengerinformationsystem(TPIS)systems,
andlighting
Farecollectionsystemandequipment
Systems,softwareandservicestoassess,prioritizeandreportonstateofgoodrepair
projects
GiventheobjectiveoftheprogramtoaddressMetroStateofGoodRepair,Metrois
encouragedtospendthesefundsinatimelymanner.However,Metromayreserveor
carryoveritsallocationtothenextfiscalyear.
MetrowillprovidequarterlyreportstotheMeasureMIndependentTaxpayerOversight
CommitteedescribinghowusesofMeasureM2%MetroStateofGoodRepairfundsare
contributingtoaccomplishingtheprogramobjectives.
MeasureMfundsmaybeusedtosupplementexistingstate,federal,andlocaltransitfundsin
ordertomaintaintheprovisionoftheexistingtransitservicesintheeventofacurrentor
projectedfundingshortfall.
AUDITREQUIREMENTS
areexpended.
MEASUREMRECOGNITION
ProjectsandservicesfundedbytheMeasureMMetroStateofGoodRepairprogramwill
recognizetheuseofMeasureMfunds.Examplesincludewebsites,carcards,schedules,other
promotionsandmarketingmaterials.ThiswillbelefttothediscretionofMetro.
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LOCALRETURN
INTRODUCTION
improvetransportationandeasetrafficcongestion.ConsistentwiththeMeasureMOrdinance,
theseguidelinessummarizethefundingpoliciesandadministrativeproceduresfortheMeasure
MLocalReturn(LR)program.
PROGRAMOBJECTIVES
TheMeasureMOrdinancespecifiesthatLRfundsaretobeusedfortransportationpurposes.
NonetrevenuesdistributedtocitiesandtheCountyofLosAngeles(Jurisdictions)maybeused
forpurposesotherthantransportationpurposes.TheMeasureMOrdinancedirectstheLos
AngelesCountyMetropolitanTransportationAuthority(Metro)todevelopLRGuidelines,
includingadministrativerequirements.Theprojectsincludedhereinfurtherdefinethose
transportationpurposesforwhichMeasureMLRrevenuesmaybeused.
Everyyear,Metroshallallocate17%ofallnetrevenuestotheLRProgram.Thisamountshall
increaseto20%onJuly1,2039.
MetrowillrequirethatJurisdictionssubmitAssurancesandUnderstandingsagreementsbefore
participatingintheLRProgram.TheMeasureMOrdinancespecifiesthat17%ofitsrevenuesbe
allocatedtoJurisdictionsonapercapitabasis.Afteradministrativecostsarededucted,
apportionmentsaremadetoallJurisdictionswithintheLosAngelesCounty,currently88cities
andtheCountyofLosAngeles(forunincorporatedareas).TheJurisdictionsallocationsare
basedonthepopulationsharesfromtheprojectedpopulationsasderivedfromannual
estimatesmadebytheCaliforniaStateDepartmentofFinance.Theprojectedpopulationsare
revisedannuallyintheTransitFundAllocationsandapprovedbytheMetroBoard.
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ELIGIBLERECIPIENTS
ThefollowingcitiesandtheCountyofLosAngelesareeligibletoreceiveMeasureMLRfunds:
AgouraHills Irwindale SantaMonica

Alhambra LaCanadaFlintridge SierraMadre
Arcadia LaHabraHeights SignalHill
Artesia Lakewood SouthElMonte
Avalon LaMirada SouthGate
Azusa Lancaster SouthPasadena
BaldwinPark LaPuente TempleCity
Bell LaVerne Torrance
Bellflower Lawndale Vernon
BellGardens Lomita Walnut
BeverlyHills LongBeach WestCovina
Bradbury LosAngelesCity WestHollywood
Burbank Lynwood WestlakeVillage
Calabasas Malibu Whittier
Carson ManhattanBeach UnincorporatedLos
Cerritos Maywood AngelesCounty
Claremont Monrovia
Commerce Montebello
Compton MontereyPark
Covina Norwalk
Cudahy Palmdale
CulverCity PalosVerdesEstates
DiamondBar Paramount
Downey Pasadena
Duarte PicoRivera
ElMonte Pomona
ElSegundo RanchoPalosVerdes
Gardena RedondoBeach
Glendale RollingHills
Glendora RollingHillsEstates
HawaiianGardens Rosemead
Hawthorne SanDimas
HermosaBeach SanFernando
HiddenHills SanGabriel
HuntingtonPark SanMarino
Industry SantaClarita
Inglewood SantaFeSprings
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ELIGIBLEUSES
FollowingarelistingsofeligibleprojectsforwhichMeasureMLRfundscanbeused.
1. StreetsandRoads.Planning,rightofwayandutilityacquisition,engineeringanddesign,
administration,construction,improvement,maintenance,andoperationofpublic
streetsandroads,bridges,highwaysandexclusivepublicmasstransitguideways,and
theirrelatedpublicfacilitiesfornonmotorizedtraffic,includingthemitigationoftheir
environmentaleffects,improvementstocapture,convey,infiltrate,and/ortreaturban
runoffandstormwater,andallcostsassociatedwithpropertyacquisitionforsuch
purposes.
StreetsandRoadsimprovementsmayconsistof,butarenotlimitedto,thefollowing:
Repairandmaintenanceofpublicroadways,pavementmaintenance,
slurryandrubberizedseals,chipseals,potholerepair,pavement
rehabilitation,orotherpavementpreservationtreatments,roadway
constructionorreconstruction,curb,gutter,sidewalk,trees,roadway
signage,medianandparkwayimprovements,andstormdrainsystemsin
connectionwithanyroadwayimprovements
Capeseals,orotherpavementpreservationtreatments,slope
maintenancetopreservetheoperationofthepublicrightofway
Capacityenhancements,streetwidenings,pavementmarkingand
stripingorrestriping
Exclusivebikeorbuslanes
Roadwaysafetyimprovementssuchassoundwalls,roadwaylighting,
trafficsignals,raisedmedianorroadwaystripingandsignage,railroad
crossings,erosion/sedimentcontrolsforhillsideroads,andguardrails
StreetimprovementstomeetAmericanswithDisabilitiesAct(ADA)
requirements

CompleteStreets
AsdefinedinSection3oftheMeasureMOrdinance,CompleteStreetsmeansa
comprehensive,integratedtransportationnetworkwithinfrastructureanddesignthat
allowssafeandconvenienttravelalongandacrossstreetsforallusers,including
pedestrians,usersandoperatorsofpublictransit,bicyclist,personswithdisabilities,
seniors,children,motorists,usersofgreenmodes,andmoversofcommercialgoods.
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Specificaspectsofacompletestreetaredependentonthecontextinwhichthe
roadwayislocated(urban,suburban,rural,heavytrafficvolume,numerouspedestrian
destinations,etc.).
GreenStreets
AsdefinedinSection3oftheMeasureMOrdinance,GreenStreetsmeansurban
transportationrightsofwayintegratedwithstormwatertreatmenttechniquesthatuse
naturalprocessesandlandscapingandquantitativelydemonstratethattheycapture
andtreatstormwaterrunofffromtheirtributarywatershedthroughinfiltrationor
othermeansandareincludedwithintherespectiveEnhancedWatershedManagement
Plan.
GreenStreetsareastormwatermanagementapproachthatincorporatesvegetation
(perennials,shrubs,trees),soil,andengineeredsystems,suchaspermeablepavements,
toslow,filter,andcleansestormwaterrunofffromimpervioussurfaces(e.g.,streets,
sidewalks).Greenstreetsaredesignedtocapturerainwateratitssource,whererain
falls.EnhancedWatershedManagementProgramsmayinclude,butarenotlimitedto,
anyWatershedManagementPlanand/orProgramapprovedbytheCaliforniaRegional
WaterQualityControlBoard,LosAngelesRegion,oritssuccessors.Projectsthat
integrateurbanrunoffstormwatercapture,infiltration,and/ortreatmenttechniques
thatarenotincludedwithinawatershedmanagementplanorprogrammaystillbe
eligibleforMeasureMLRfundsaspartofothereligibleprojectcategories.
PerOrdinance,nomorethan331/3%ofLRfundsreceivedmaybespentonGreen
Streetsprojectsinanyfiscalyear.
StormDrains
Stormdrainsaredrainsdesignedtoremoveexcessrainandgroundwaterfrom
impervioussurfacessuchaspavedstreets,parkinglots,bikepaths,andsidewalks.Most
stormdrainagesystemsaredesignedtodrainthewater,untreatedandunfiltered,into
channelsandwaterbodies.
2. TrafficControlMeasures.SignalSynchronization,TransportationDemandManagement
(TDM),TransportationSystemsManagement(TSM),IntelligentTransportation
System(ITS),newtrafficsignals,trafficsignalmodification,signalizationofturns,
trafficmanagementcenter,andtrafficsafety.
a. SignalSynchronization.Theresearch,planning,design,engineering,
administration,construction,improvement,maintenance,andoperationof
trafficsignalsandtrafficsignalimprovementprojects,inparticularthose
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improvementsrequiredtoinstallandmaintaintrafficsignalsynchronizationand
coordinatedtrafficsignaltimingacrossjurisdictions.

SignalSynchronizationImprovementsmayconsistof,butarenotlimitedto,the
following:
Installationofnewtrafficsignal
Installationofleftturnorrightturnphasing
Maintenance,repair,replacementand/orupgradeoftrafficand
pedestriansignalequipment
Installation,repairandmaintenanceofvehicledetectionsystemwhich
mayincludeoperationasafullytrafficactuatedsignal
Installationoftimebasedcoordination;installationandmaintenanceof
trafficsignalcoordinationtiming
TrafficManagementCenter(TMC)establishmentormodificationfor
managementoftrafficsignals
Installationofsignalrelatedelectricalsystemand/orfiberopticinthe
roadway

b. TDMprojectsaredefinedasstrategies/actionsintendedtoinfluencehowpeople
commute,resultinginminimizingthenumberofvehicletripsmadeandvehicle
milestraveledduringpeaktravelperiods.

TDMprojectsmustbemadeavailabletoallemployersand/orresidentswithin
theJurisdictionboundaries.
TDMeligibleprojectexpendituresmayconsistof,butarenotlimitedto,the
following:
Vanpooland/orvanpoolincentiveprograms,andcarpoolandbiking
incentiveprograms.Communitybasedshuttlesforemployees,ifsuch
servicescomplementexistingtransitservice
Parkingmanagementincentiveprograms,includingparkingcashoutsor
parkingpricingstrategies
Employerorcitizenridematchingprogramsandsubsidies
TransportationManagementOrganization's(TMO)insurancecostsor
individualemployer'svanpoolprogramsundertheumbrellavehicle
insurancepolicyoftheJurisdiction
MatchingfundsforLReligibleprojectssuchasSafeRoutestoSchool
projects,CallforProjects,andhighwayimprovementsafetyprojects
Carsharingprograms
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Bikesharingprograms
GuaranteedRideHomePrograms,TeleworkIncentives,Ridehailing
incentives
First/lastmiletransitconnectivitystrategiesincludingsharedmobility
services(mobilityhubs,securebikeparking,bikeshare,carshare,
universalreservationpaymentsystems,etc.
SaferoutesforSeniors
Saferoutestoschool
Autonomousand/orConnectedSharedVehicleTechnology

c. TSMeligibleprojectexpendituresincludethoseforrelativelylowcost,non
capacityenhancingtrafficcontrolmeasuresthatimprovevehicularflowand/or
increasesafetywithinanexistingrightofway.TSMprojectsmayconsistof,but
arenotlimitedto,thefollowing:
Reservedbuslanes(nophysicalseparation)onsurfacearterials
Contraflowlanes(reversiblelanesduringpeaktravelperiods)
Rampmeterbypass(regulatedaccesswithbus/carpoolunrestricted
entry)
Trafficsignalpriorityforbuses(toallowapproachingtransitvehiclesto
extendgreenphaseorchangetrafficsignalfromredtogreen)
Preferentialturninglanesforbuses
Othertrafficsignalimprovementsthatfacilitatetrafficmovement
TrafficControlMeasuresEligibilityRestrictions
LRfundsmaynotbeusedtoaltersystem/signaltimingthatwasimplementedundera
trafficforumproject/grant,unlesscoordinatedwithallaffectedJurisdictionsinthe
corridor.IfaLRfundedprojectisorhasanITScomponent,itmustbeconsistentwith
theRegionalITSArchitecture.ITSprojectsmustcomplywiththeCountywideITSPolicy
andProceduresthattheMetroBoardhasadopted.
3. ActiveTransportation.Activetransportationisanynonmotorized,humanpowered
modeoftransportation,suchaswalking,bicycling,rolling,skatingorscooting.
CompleteStreetsprojectsareintendedtofacilitateandencouragetheuseofactive
transportationmodes.

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BikewayandpedestrianimprovementsareforpublicusesandshouldfollowADAand
CaliforniaTitle24specificationsforaccessibilityrequirements.Bikewaysandpedestrian
improvementsmayconsistof,butarenotlimitedto,thefollowing:
Constructionandmaintenanceofbike/pedestrianfacilities,sidewalks,
relatedlighting,andcycletrackoperationandmaintenanceofoffstreet
bikeandpedestrianfacilities,sharedusepaths,bike/pedestriantrailsand
trailconnections
Installation,repair,andmaintenanceofstreetfurniture,suchasseating
andparklets
Signage,information/safetyprograms
Lightingforbikeandpedestriansafety,includingongoingenergyand
maintenancecosts
Bikesignal,bikedetection,bikevalet,bikelaneandbikeparking/storage
ADAimprovements,streetscapes,crossingsandcurbcuts
Bikesharing
Pedestrian,bikesafetyandbikeeducationandstudies
Pedestrianplans
Demonstration,pilot,ortemporarystagingprojectstoshowthepublica
projectandtesttheprojectsfeasibility
Improvefirstandlastmileaccesstotransit
Bicyclecenterandsupportivesecureparking,andrepairservicesforcity
ownedbikeshareprogram
Openstreeteventstoprovideopportunitiesfor1)ridingtransit,walking
andridingabike,possiblyforthefirsttime,2)toencouragefuturemode
shifttomoresustainabletransportationmodes,and3)forcivic
engagementtofosterthedevelopmentofmultimodalpoliciesand
infrastructureatthecity/communitylevel.
Nonprofitandprivateorganizationconsultantservicesthatcanoffer
theirexpertiseinoutreach,planning,costestimation,grantwriting,
design,environmentalreview,implementation,andmaintenance.
4. PublicTransitServices.Proposedneworexpandedtransitorparatransitservicesto
addressunmettransitneedsmustbecoordinatedwithMetroandotheraffected
existingregionalbustransitsystemstodeterminetheproposedservicescompatibility
withtheexistingservice(s).Metromayrequestthattheproposedservicebemodified.
ProposedservicesmustalsomeetthecriteriaoutlinedunderNonExclusiveSchool
ServiceandSpecializedTransit.EmergencyMedicalTransportationisnotaneligible
useofLRfunds.Publictransitserviceexpendituresmayinclude,butarenotlimitedto,
thefollowing:

Newfixedroute,paratransit(ElderlyandDisabledand/orGeneralPublic)
orFlexibleDestinationbusservice
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Extensionoraugmentationofanexistingbusroute(s)andcoordination
ofexistingparatransitservice
Contractingwithatransitoperatororprivateproviderfortransportation
services
Contractingwithtransitoperatorinanadjacentcountytoprovide
transportationserviceswithinLosAngelesCounty
Operatingsubsidytoexistingmunicipalorregionalbusoperator
Serviceenhancementsrelatedtobus/railinterface
Shuttleservicebetweenactivitycenters
Faresubsidy,subsidizedtaxiserviceforresidents
Taxicouponprogramsusedtoprovideparatransitsystemsforseniorand
disabledpatrons
ADArelatedimprovementstofixedrouteorparatransitoperations
Transitsecurityoperations
Recreationaltransit
Softwareortechnologyforcollecting,reporting,andanalyzingrealtime
operations,performance,orfarecollectiondata
Supportexistinglevelsoftransitoperations
PublicTransitServicesEligibilityRestrictions
a. NonExclusiveSchoolServicewhichincludesfixedroutebusservicesor
demandresponsiveservicesavailabletothegeneralpublic,whichalso
provideschooltrips,areeligibleforLRfunding.Exclusiveschoolbus
servicesarenoteligible.Projectsmustmeetthefollowingconditions:

Thevehiclesutilizedcannotbemarked"SchoolBus"orfeature
graphicsthatinanywayindicatetheyarenotavailabletothe
generalpublic.Yellowpaintschemesshouldnotbeforthe
specificpurposeofmeetingthevehiclecodedefinitionofaschool
bus.

Thebusheadsignistodisplayitsroutedesignationbystreet
intersection,geographicarea,orotherlandmark/destination
descriptionandcannotdenote"SchoolTrip"or"Special."Incases
wheretheserviceincludesanalternaterushhourtriptoprovide
servicebyaschoollocation,thedashboardsignistoindicatethe
lineterminationwithoutindicatingtheschoolname.
Timetablesforsuchserviceswhichwillbemadeavailabletothe
generalpublic,shallprovidethegivenscheduleandroutebut
mustnotbelabeledschoolservice.
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Driversmustbeinstructedthatsuchserviceisavailabletothe
generalpublicandboardandalightallpassengersasrequiredat
designatedstops.
Thesamefarepaymentoptionsmustbemadeavailabletoall
users.
TheoveralltransportationserviceprovidedintheJurisdiction
mustnotbeforschoolhourserviceonly.

b. SpecializedPublicTransit,specialusergroupserviceorsocialservice
transitmaybeeligiblewhereitcanbeincorporatedintotheexistinglocal
transitorparatransitprogram.Jurisdictionsmustdemonstratethat
existingservicescannotbemodifiedtomeettheidentifieduserneed.
Projectsmustmeetthefollowingconditions:

Thespecialusergroupidentifieddoesnotdiscriminateonthe
basisofrace,religion,sex,disabilityorethnicity.

Serviceshallbeavailabletoallmembersofthegeneralpublic
havingthatspecializedneedandnotberestrictedtoaspecific
grouporprogram.
Serviceshallbeadvertisedtothegeneralpublic.
Metromayrequire,asaconditionofapproval,interjurisdictional
projectcoordinationandconsolidation.
LRfundsmayonlybeusedforthetransportationcomponentof
thespecialusergroupprogram,i.e.,direct,clearlyidentifiableand
auditabletransportationcosts,excludingsalariesforspecialized
escortsorotherprogramaides.
Thedesignatedvehicle(s)usedmustbemadeavailablefor
coordinationwithotherparatransitprogramsifspacepermits.

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c. RecreationalTransitServicesareeligiblefortravelwithina300mileradius
ofthedesignatedpointofdeparturewithintheJurisdiction.Alleligible
tripsmustbemadewithinCalifornia,andeligibilityrestrictstheusetoday
trips(noovernighttrips).Tripsmaybelimitedtocertaingeneralage
groups(e.g.,childrenunder18,seniorcitizens,personswithdisabilities);
however,tripsmustbemadeavailabletoallindividualswithinthat
designatedgroup.Specialeventsordestinationsmaybeserved;however,
allmembersofthegeneralpublicincludingindividualswithdisabilities
mustbeallowedtousetheservice.
LRfundsmaynotbeusedtopaythesalariesofrecreationleadersor
escortsinvolvedinrecreationaltransitprojects.Allrecreationaltransit
tripsmustbeadvertisedtothepublic,suchasthroughnewspapers,flyers,
posters,and/orwebsites.JurisdictionsmustsubmitaRecreationalTransit
ServiceForm(AppendixII)onorbeforeOctober15thafterthefiscalyear
theservicewasmadeavailable,tocertifythatallconditionsweremet.
5. PublicTransitCapital.Bus/railimprovements,maintenance,andtransitcapital.
Jurisdictionsmustcoordinatebusstopimprovementswithaffectedtransitoperators.
PublicTransitCapitalprojectsmayconsistof,butarenotlimitedto,thefollowing:

Improvementstobusstopsorrailstations(includingstreet
improvements)
TransitInfrastructure
Vehicles(new,replacement,and/ormaintenance)
Transitfacilities
Maintenanceoffacilities/stateofgoodrepair
TransportationEnhancements(TE),parkandridelots
Rightofwayimprovements
Improvementstorailcrossing(s)
Fareboxsystemsandrelatedimprovements
TransitAccessPass(TAP)
UniversalFareSystem(UFS),plandevelopmentorprojects
Passengercountingsystems,AutomatedPassengerCounter
Purchaseandinstallationsofbusstop/stationamenitiesandsignage
Parkingfacilitiesthatsupportpublictransituse
Transportationtechnicalsystems
Transitsecuritycapital

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6. TransitOrientedCommunityInvestments(TOC).Transitorienteddevelopment(TOD)is
atypeofcommunitydevelopmentthatincludesamixtureofhousing,office,retail
and/orothercommercialdevelopmentandamenitiesintegratedintoawalkableand
bikeableneighborhoodandlocatedwithinahalfmileofqualitypublictransportation.

MeasureMsintentgoesbeyondTODtofocusonthecreationoftransitoriented
communities(TOC).TOCsrepresentacomprehensiveapproachtocreatingcompact,
walkableandbikeableplacesinacommunitycontext,ratherthanfocusingonasingle
developmentsite,particularlyaroundtransit.
MeasureMfundsmustleverageprivateandotherpublicfundstocreateTOC.
JurisdictionsareencouragedtopublicizethatMeasureMfundingwasusedtofundthe
project.
7. TransportationMarketing.Ifpromotionalsignage,literature,orotherprojectmarketing
materialisdistributedordisplayedaspartofaMeasureMprojectoutreachor
marketingactivity,Jurisdictionsareencouragedtoincludeanotationindicatingthat
MeasureMfundingwasusedtofundtheproject.

Marketingprojectsmayconsistof,butarenotlimitedto,thefollowing:
Transportationkiosksand/ortransitpasssalescenters
Transportationinformationamenitiessuchasmaps,brochures,
transportationsignage
Transportationusersubsidyprograms
Promotionsandevents
GISmappingofbikeways&otherbikewayinformation
8. Planning,Engineeringand/orStudy,CongestionManagementProgram(CMP)
Planning,coordination,engineeringanddesigncostsincurredtowardimplementingan
eligibleLRprojectareeligiblewhenthefollowingconditionsaremet:

Projectsbeingplanned(designed,coordinated,etc.)areLReligible.
Coordinationincludes:JurisdictionsstartupcostsorduesforCouncilsof
Governments(COGs)andTransportationManagementAssociations
(TMAs);advocacy;andfundingforJointPowersAuthorities(JPAs)by
Jurisdictionsor(COGs).IfsomeactivitiesareLReligibleandsomeare
not,partialpaymentofduesmustbemadeproportionallytothe
organizationsbudgetforLReligibleprojects.

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TDMrelatedactivitiesasrequiredbytheCMP.CMPprojectsmayconsist
of,butarenotlimitedtothefollowing:

a. preparationofTDMordinances
b. administrationandimplementationoftransitorTDMrelated
projectspursuanttoCMPdeficiencyplans
c. monitoringoftransitstandardsbytransitoperators
9. TransportationAdministration.Expendituresforthoseadministrativecostsassociated
withandincurredfortheaforementionedeligibleprojects/programs.

Directadministrationincludethosefullyburdenedcoststhataredirectlyassociated
withadministeringLRprogramorprojects,salariesandbenefits,officesuppliesand
equipment,andotheroverheadcosts.Allcostsmustbeassociatedwithdeveloping,
maintaining,monitoring,coordinating,reportingandbudgetingspecificLRproject(s).
Expendituresmustbereasonableandappropriatetotheactivitiesundertakenbythe
locality.Theadministrativeexpendituresforanyyearshallnotexceedtwentypercent
(20%)ofthetotalLRannualexpenditures.
10. LocalFundingContributions.MeasureMLRfundsmaybeusedasmatchingfundsfor
otherfederal,state,orlocalsourcesthatmaybeusedtofundtransportationprojectsas
listedhereininthissection.

TheMeasureMOrdinancerequiresathreepercent(3%)localfundingcontributionfor
designatedprojects.LRfundsmaybeusedtoprovidetheselocalfundingcontributions.
The3%LocalContributiontoMajorTransitProjectsguidelinesareincludedin
AttachmentA.
MAINTENANCEOFEFFORT(MOE)
MeasureMLRProgramfundsaretobeusedtoaugment,notsupplant,existinglocalrevenues
beingusedfortransportationpurposes.Jurisdictionsmustmaintaintheirindividualexisting
localcommitmentoffunds,forcurrenttransportationprojectsandservices.
InadditiontoimplementingnewMeasureMeligibleprojectsandprograms,Jurisdictionsmay
useMeasureMLRfundstosupplementexistingMeasureMeligibleprojectsandprograms
shouldcurrentgrantfundingthatsupportstheoperationsofaprogramsunset,oritthereisa
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currentorprojectedfundingshortfall.Metroreservestherighttorequestappropriate
documentationfromaJurisdictiontosupporttheexistenceofgrantfundingschedulesand/ora
fundingshortfall.
COORDINATIONAPPROACH
JurisdictionsareencouragedtocoordinateandusetheirMeasureMLRfundedprojectsas
follows:
1. Morecorridorbasedprojects,specificallyprojectsthatsupportotherMeasureM
rail,busandhighwaycorridors
2. Coordinationonarterials
3. Landusepoliciestosupportrailandbustransit
4. BikeconnectivitybetweenJurisdictions
5. Bicycleandpedestrianaccesstosupporttransitstationsandrailstations
6. Rapidbusserviceimplementation
7. Streetimprovementstosupportcoordinatedsignalsynchronizationacross
jurisdictions
8. Completestreets,greenmeasures
9. Improvefirstandlastmileaccesstotransitnetwork.

PROMOTESUSTAINABILITY
JurisdictionsareencouragedtouseMeasureMLRfundsforprojectsthatwillfosteramore
sustainablecountywidetransportationsystembyimprovingtheefficiencyandoperationof
streetsandroadsand/orincreasingalternativetransportationchoices.Jurisdictionsshouldalso
considersustainabilityinthedevelopmentofeachprojectbyincorporatingdesignelements
thatreduceconstructionrelatedandlongtermenvironmentalimpacts.
Sustainabledesignelementsshouldaimtoreduceenergy,water,wasteandairpollutantsthat
occurthroughoutthelifecycleofaproject,includingitsconstruction,maintenance,and
operations.
ADMINISTRATIVE
AGREEMENT

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Priortoreceivingdisbursements,aJurisdictionmustsubmitanexecutedAssurancesand
Understandings(legalagreement),asampleofwhichisshowninAttachmentB.Fundsarethen
automaticallydisbursedonamonthlybasisfromthenetreceivedrevenues,onapercapita
basis,totheJurisdiction.
ExpenditurePlan(FormMOne)
TomaintainlegaleligibilityandmeetMeasureMLRprogramcompliancerequirements,
JurisdictionsshallsubmittoMetroanExpenditurePlan(FormMOne),annually,byAugust1stof
eachyear.AsampleofFormMOneisshowninAttachmentC.
FormMOneprovidesalistingofprojectsfundedwithMeasureMLRfundsalongwithestimated
expendituresfortheyear.Forbothoperationandcapitalprojects,PartIistobefilledout.PartII
istobefilledoutforcapitalprojects(projectsover$250,000).MetrowillprovideLRfundstoa
capitalprojectorprogramsponsorwhosubmitstherequiredexpenditureplancontainingthe
following:
1. Theestimatedtotalcostforeachprojectand/orprogramactivity;
2. FundsotherthanMeasureMthatwillbeexpendedontheprojectsand/or
programactivity;
3. Theactivefundingscheduleforeachprojectand/orprogramactivity;and,
4. Theexpectedcompletiondatesforeachprojectand/orprogramactivity.
ExpenditureReport(FormMTwo)
ThesubmittalofanExpenditureReport(FormMTwo)isalsorequiredtomaintainlegaleligibility
andmeetMeasureMLRprogramcompliancerequirements.JurisdictionsshallsubmitaFormM
Two,toMetroannually,byOctober15th(followingtheconclusionofthefiscalyear).The
ExpenditureReportservestonotifyMetroofpreviousyearLRfundreceiptsandexpenditures.
JurisdictionsarerequiredtospecifyadministrationchargestoDirectAdministrationinorderto
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verifycomplianceofthe20%caponadministrationcosts.AsampleofFormMTwoisshownin
AttachmentD.
RecreationalTransitForm
JurisdictionsthatusetheirMeasureMLRfundsforrecreationaltransitservicesmustfillout,
signandsubmitthisformnolaterthanOctober15thafterthefiscalyearinwhichtheservices
wererendered.AsampleRecreationalTransitFormisshowninAttachmentE.
FormSubmissionTimeline
FORM DETERMINATION ANNUAL
DUEDATE
ExpenditurePlan New,amended,ongoingand August1st

carryoverprojects;Capital
(FormMOne)
projectsrequireadditional
information
ExpenditureReport Allprojects October15th
(FormMTwo)
RecreationalTransitForm RecreationalTransitonly October15th
FINANCE
EstablishingaSeparateAccount
Jurisdictionsarerequiredtoestablishaseparateaccount,orsubaccount(lineitem),and
depositallMeasureMLRrevenues,interestearningsreceivedandotherincomeearned(such
asfarerevenues,revenuefromadvertising,etc.)inthataccount.
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PoolingofFunds
MetrowillallowJurisdictionstopoolMeasureMLRfundsinordertoobtainmaximumreturn
oninvestments.Suchinvestmentearningsmustbereportedandexpendedconsistentwith
theseguidelines.Asinfundexchangesortransfers,Jurisdictionsinvolvedinsucharrangement
shouldkeepadequaterecordsofsuchtransactionsinordertoallowforsubsequentaudits.
UnexpendedProjectFunds
Allunexpendedprojectfundsremaininguponcompletionofanapprovedprojectmustbere
programmed.
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Reimbursement
MeasureMLRfundsmaybeusedtoadvanceaprojectwhichwillsubsequentlybereimbursed
byfederal,state,orlocalgrantfunding,orprivatefunds,iftheprojectitselfiseligibleunder
theseguidelines.ThereimbursementmustbereturnedtotheMeasureMLRaccount.
AjurisdictionmayadvanceanapprovedMeasureMLRprojectusingCity/Countyfunds,tobe
subsequentlyreimbursedbyMeasureMLRfunds.
FundExchange:Trade,Loan,Gift
JurisdictionsinvolvedwithfundexchangesarerequiredtoobtainMetroapprovalandkeepall
relateddocumentsonfile.
1. TradingofMeasureMLRfundsarerestrictedtootherdedicatedtransportation
funds/revenues(exceptforPropositionCfundswhicharenotallowed).
2. Jurisdictionsmayarrangeamutuallyacceptabletemporarytransferorloanfrom
oneJurisdictiontoanotherinordertomeetshorttermprojectfinancingneeds
whileallowingformultiyearpaybacktotheleadagency.Theseloansaretobe
madeontermstobenegotiatedbetweentheinvolvedparties.Theparticipating
Jurisdictionsareheldmutuallyresponsibleforensuringthattheenduseof
MeasureMisforstatutorilyallowedpurposes.
3. JurisdictionscangiftitsMeasureMLRfundstoanotherJurisdictionforthe
implementationofamutualproject,providingthatthefundsareusedfor
eligibletransportationpurposesaslistedherein.Jurisdictionsgivingthefunds
awaycannotacceptanexchangeorgiftofanykindinreturn.
SeeAttachmentFforasampleFundExchangeAgreement.
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Bonding
JurisdictionsmayissuebondsagainstMeasureMLRRevenue.SeeAttachmentGforbonding
requirements.
LAPSINGREQUIREMENT
MeasureMLRfundshavefive(5)yearstobeexpended.Fundsmustbeexpendedwithinfive
yearsofthelastdayofthefiscalyearinwhichfundswereoriginallyallocatedorreceived.For
example:fundsreceivedinFY201718arerequiredtobeexpendedbyJune30,2023.AFirst
InFirstOut(FIFO)methodofcalculationwillbeusedtodetermineanylapsingoffunds.The
MeasureMLRallocation,interestincomeandotherincomeearnedfromLRprojects(suchas
revenuesfromadvertising)whicharenotexpendedwithintheallocatedtime,willconsequently
lapse,andbereturnedtoMetrouponrequest,forreallocationtoJurisdictionsonapercapita
basis.
MetrowillallowatimeextensionforJurisdictionstoreservefunds(seeRESERVE/CARRYOVER
REQUIREMENTSbelow).
Jurisdictions,maysetupareservefundaccounttoobtainadditionaltime(beyondthefiveyear
termlimit)toexpendfunds.Thereserveprojectwillbeaccountedforinaseparateaccount,or
subaccountforauditpurposesandlapsedatecalculation.Thereservefundprocessisas
follows:
1. TheJurisdictionmustsendalettertoMetrorequestingareservefundalongwith
projectdetails,includinganExpenditurePlanandjustificationandtime
continuancespecifictotheprojectforwhichtheextensionisneeded.

87

2. Metrowilldetermineiftheextensioniswarranted.Iftheprojectqualifies,Metro
willsendanapprovalletterforthereserve.

3. TheJurisdictionwillthenberequiredtoestablishaseparateaccount,orsub
account(lineitem),thatcanbeaudited.
However,ifaJurisdictionfindsthatthereservefundprojectcannotbeconstructedforreasons
beyondtheJurisdictionscontrol,theJurisdictionmaysubmitarequesttoMetrotoreprogram
thereserve.TheJurisdictionmustindicateinwritingtheproposeduseoftheaccumulated
reservefundstobereprogrammed,andreceivewrittenMetroapproval.Ifthereservefunds
arereprogrammedwithouttheapprovalofMetro,Metromayrequestthatthefundsbepaid
backtoMetroforreallocationtoJurisdictionsonapercapitabasisthroughtheMeasureMLR
allocationprocess.
AUDITREQUIREMENTS
AfinancialandcomplianceauditwillbeconductedannuallyaspartofMetrosConsolidated
AuditProgramtoverifyadherencetotheMeasureMGuidelines.Auditswillbeperformedin
accordancewithauditingstandardsgenerallyacceptedintheUnitedStatesofAmericaandthe
GovernmentAuditingStandards,issuedbytheComptrollerGeneraloftheUnitedStates.Those
standardsrequirethattheauditisplannedandperformedtoobtainreasonableassurance
aboutwhetherthebasicfinancialstatementsarefreeofmaterialmisstatement.Theauditshall
includeexamining,onatestbasis,evidencesupportingtheamountsanddisclosuresinthe
basicfinancialstatements.Theauditshallalsoincludereviewofinternalcontrolprocedures,
assessingtheaccountingprinciplesused,aswellasevaluationoftheoverallbasicfinancial
presentation.
ItistheJurisdictionsresponsibilitytomaintainproperaccountingrecordsanddocumentation
tofacilitatetheperformanceoftheauditprescribedintheseguidelines.Thisincludesproper
controlsthatadministrativechargesareadequatelysupported(timesheets,payrollregisters,
labordistributionreportsandotherrelateddocumentation).Jurisdictionsarerequiredtoretain
LRrecordsforatleastfouryearsfollowingtheyearofallocationandbeabletoprovidetrial
balances,financialstatements,worksheetsandotherdocumentationrequiredbytheauditor.
Jurisdictionsareadvisedthattheycanbeheldaccountableforexcessauditcostsarisingfrom
poorcooperationandinaccurateaccountingrecordsthatwouldcausedelaysinthecompletion
oftherequiredaudits.
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Note:JurisdictionsarerequiredtoexpendtheirMeasureMLRfundsfortransportation
purposes,asdefinedbytheseguidelines.AnyJurisdictionthatviolatesthisprovisionmustfully
reimbursetheLRMeasureMfund,includinginterestthereon,forthemisspentfundsandmay
bedeemedineligibletoreceiveMeasureMLRfundsforaperiodofthree(3)years.
FinancialandComplianceProvisions
TheMeasureMLRAuditsshallinclude,butnotlimitedto,verificationofadherencetothe
followingfinancialandcomplianceprovisionsofthisguidelines:
Non-Compliance Penalty
(forfailuretocomplywithAuditArea)
AuditArea
MeasureMLRfundswereexpendedfor ReimbursementtotheLRfundof
transportationpurposes(asdefinedby unsupportedexpenditures,andpossible
theMeasureMLRGuidelines) suspensionofdisbursementsforthree(3)
years.Thesuspendedfundswillbe

reallocatedtoJurisdictionsonapercapita
basis
Suspensionofdisbursementsuntil
compliance
AssurancesandUnderstandings(fully
executedagreement)
compliance
Accountsandrecordshaveestablisheda
separateoperatingMeasureMLocal
TransportationAssistanceAccountforLR

purposes.

Verificationofrevenuesreceived
89

includingallocations,projectgenerated compliance
revenues,interestincomeproperly

creditedtoMeasureMaccount

Verificationthatfundswereexpended
withMetrosapproval Jurisdictionwillberequiredtoreimburse
itsLRaccount

Verificationthatfundswerenot
substitutedforpropertytaxandarein Jurisdictionwillberequiredtoreimburse
compliancewiththeMOE itsLRaccount(AuditorswillmeasureMOE
complianceglobally,notprojectbyproject)

Verificationthatthefundsareexpended
withinfive(5)yearsfromthelastdayof LapsedfundswillbereturnedtoMetrofor
thefiscalyearinwhichfundswere reallocationtoJurisdictionsonapopulation
originallyallocatedorreceived(unlessan basis
approvedreservefundhasbeen
established).Seepage98.
Verificationthatadministrative
expendituresdidnotexceed20%ofthe

totalannualLRexpenditures.
Jurisdictionswillberequiredtoreimburse

theirLRaccountfortheamountoverthe
VerificationthattheExpenditurePlan 20%cap.
wassubmittedonorbeforeAugust1stat

thebeginningofthenewfiscalyear.
Auditexception.

VerificationthattheAnnualExpenditure
Reportwassubmittedonorbefore
October15thfollowingtheendofthe
90

priorfiscalyear.
AuditException.
Wherefundsexpendedarereimbursable
byothergrantsorfundsources,

verificationthatthereimbursementis
creditedtotheLocalReturnaccount
uponreceiptofreimbursement.

Auditexceptionandreimbursement
WhereMeasureMfundsweregiven, receivedmustbereturnedtotheLR
loanedorexchangedbyoneJurisdiction account
toanother,verificationthatthereceiving
JurisdictionhascrediteditsLRaccount
withthefundsreceived.

Whereacapitalreservehasbeen

granted,verificationthataseparate
accountforthecapitalreserveis Auditexceptionandreimbursementof
established,andcurrentstatusis affectedfundstotheLRaccount.
reportedintheExpenditurePlan

Auditexception.
91

AuditDeliverables
TheauditorshallsubmittotheJurisdictionsandtoMetroaComprehensiveAnnualReportof
MeasureMLRfundsnolaterthanMarch31stfollowingtheendoffiscalyear.Thereportmust,
attheminimum,containthefollowing:
AuditedFinancialStatementsBalanceSheet,StatementofRevenuesand
ExpendituresandChangesinFundBalances.

ComplianceReport,SummaryofExceptions,ifany,andensuing
recommendations.

SupplementalSchedulesCapitalReserves,ifany;ScheduleofDetailedProject
Expenditures;andCapitalAssets.
Suspension or Revocation
Jurisdictions are expected to take corrective action in response to the LR financial and
compliance audit. Notwithstanding the provisions of these guidelines, Metro reserves the right to
suspend or revoke allocation to Jurisdictions that may be found to be in gross violation of these
guidelines, or repeatedly committing violations, or refusing to take corrective measures.
MEASUREMRECOGNITION
Alljurisdictionsareencouragedtorecognizeprojectsandservicesthatarefundedusing
MeasureMfunds.Examplesmayincludewebsites,carcards,schedules,otherpromotionsand
marketingmaterials.Thiswillbelefttothediscretionofeachjurisdiction.
TheseguidelinesshallbereviewedbyaWorkingGroupofLRjurisdictionsatleasteveryfive
years.AnyrevisionstotheseprogramguidelinesshallbeapprovedbytheMetroBoardof
Directors.
92

93

ATTACHMENTS
Note:currentlyunderdevelopmentandnotincludedinthisdraft
A. 3%LocalContributiontoMajorTransitProjectsGuidelines
B. AssurancesandUnderstandings(Sample)
C. FormMOne(Sample)
D. FormMTwo(Sample)
E. RecreationalTransitForm(Sample)
F. FundExchangeAgreement(Sample)
G. Bonding
94
APPENDIXA:POTENTIAL3%JURISDICTIONSBYMAJORTRANSITPROJECT

MeasureMTransitProject CityStationLocation
CrenshawLightRailNorthernExttoWestHollywood(LRT) CityofLosAngeles
CrenshawLightRailNorthernExttoWestHollywood(LRT) CityofLosAngeles
CrenshawLightRailNorthernExttoWestHollywood(LRT) WestHollywood
EastSanFernandoValleyTransitCorridor(LRT) CityofLosAngeles
EastSanFernandoValleyTransitCorridor(LRT) SanFernando
GoldLineFoothillExtensiontoClaremontPhase2B(LRT) Pomona
GoldLineFoothillExtensiontoClaremontPhase2B(LRT) Glendora
GoldLineFoothillExtensiontoClaremontPhase2B(LRT) SanDimas
GoldLineFoothillExtensiontoClaremontPhase2B(LRT) LaVerne
GoldLineFoothillExtensiontoClaremontPhase2B(LRT) Claremont
GreenLinetoNorwalkMetrolinkStation(LRT) Norwalk/SantaFeSprings
GreenLinetoNorwalkMetrolinkStation(LRT) Norwalk
LincolnBlvdLRT LosAngelesCounty/CityofLos
Angeles
LincolnBlvdLRT Inglewood
LincolnBlvdLRT CityofLosAngeles
LincolnBlvdLRT SantaMonica
GoldLineEastsidePhaseII[SR60] Montebello/MontereyPark
GoldLineEastsidePhaseII[SR60] LosAngelesCounty/Monterey
Park
GoldLineEastsidePhaseII[SR60] LosAngelesCounty
GoldLineEastsidePhaseII[SR60] MontereyPark
GoldLineEastsidePhaseII[SR60] SouthElMonte
GoldLineEastsidePhaseII[SR60] Montebello
GoldLineEastsidePhaseII[SR60] Rosemead
GoldLineEastsidePhaseII[WashingtonBlvd] Montebello/MontereyPark
GoldLineEastsidePhaseII[WashingtonBlvd] LosAngelesCounty/Monterey
Park
GoldLineEastsidePhaseII[WashingtonBlvd] LosAngelesCounty/Whittier
GoldLineEastsidePhaseII[WashingtonBlvd] LosAngelesCounty/SantaFe
Springs
GoldLineEastsidePhaseII[WashingtonBlvd] LosAngelesCounty
GoldLineEastsidePhaseII[WashingtonBlvd] PicoRivera
GoldLineEastsidePhaseII[WashingtonBlvd] Whittier
GoldLineEastsidePhaseII[WashingtonBlvd] Montebello
GoldLineEastsidePhaseII[WashingtonBlvd] Commerce
GoldLineEastsidePhaseII[WashingtonBlvd] Montebello
95

MetroGoldLineEastsidePhaseII[WashingtonBlvd] LosAngelesCounty
MetroGoldLineEastsidePhaseII[WashingtonBlvd] SantaFeSprings
MetroGoldLineEastsidePhaseII[WashingtonBlvd] LosAngelesCounty
OrangeLineConversiontoLightRail(LRT) CityofLosAngeles
SepulvedaPassCorridorWestwoodtoLAX(HRT) CityofLosAngeles
SepulvedaPassCorridorWestwoodtoLAX(HRT) CulverCity
SepulvedaPassCorridorWestwoodtoLAX(HRT) CulverCity
SepulvedaPassTransitCorridor(HRT) CityofLosAngeles
SoBayGreenLineExttoTorranceTransitCen/CrenshawBlvd Torrance/RedondoBeach
(HarborSubdvsn182190St)
SoBayGreenLineExttoTorranceTransitCen/CrenshawBlvd Torrance
SoBayGreenLineExttoTorranceTransitCen/CrenshawBlvd Lawndale
SoBayGreenLineExttoTorranceTransitCen/CrenshawBlvd RedondoBeach
SoBayGreenLineExttoTorranceTransitCen/CrenshawBlvd RedondoBeach
TransitConnectorOrange/RedLinetoGoldLine(LRT) Glendale
TransitConnectorOrange/RedLinetoGoldLine(LRT) Burbank
TransitConnectorOrange/RedLinetoGoldLine(LRT) CityofLosAngeles
TransitConnectorOrange/RedLinetoGoldLine(LRT) Pasadena
VermontTransitCorridor(HRT) LosAngelesCounty/CityofLos
Angeles
VermontTransitCorridor(HRT) CityofLosAngeles
WestSantaAnaTransitCorridor(GardendaletoDowntown) HuntingtonPark/Vernon
WestSantaAnaTransitCorridor(GardendaletoDowntown) SouthGate/Cudahy;Metro
ROW
WestSantaAnaTransitCorridor(GardendaletoDowntown) HuntingtonPark/Cudahy;
MetroROW
WestSantaAnaTransitCorridor(GardendaletoDowntown) HuntingtonPark/Bell
WestSantaAnaTransitCorridor(GardendaletoDowntown) SouthGate
WestSantaAnaTransitCorridor(GardendaletoDowntown) HuntingtonPark
WestSantaAnaTransitCorridor(GardendaletoDowntown) LosAngelesCounty
WestSantaAnaTransitCorridor(GardendaletoDowntown) CityofLosAngeles
WestSantaAnaTransitCorridor(GardendaletoDowntown) Bell
WestSantaAnaTransitCorridor(GardendaletoDowntown) Downey
WestSantaAnaTransitCorridor(GardendaletoDowntown) SouthGate/Downey
WestSantaAnaTransitCorridor(PioneertoGardendale) Bellflower
WestSantaAnaTransitCorridor(PioneertoGardendale) SouthGate
WestSantaAnaTransitCorridor(PioneertoGardendale) Paramount
WestSantaAnaTransitCorridor(PioneertoGardendale) Cerritos
WestSantaAnaTransitCorridor(PioneertoGardendale) Artesia
WestsidePurpleLineExttoWestwood/VAHospital(Section3) CityofLosAngeles
WestsidePurpleLineExttoWestwood/VAHospital(Section3) LosAngelesCounty

96
97
APPENDIXB:ATTACHMENTA
Note: The program outlined below will be formally brought to the Board of Directors for
approval in May 2017, prior to Board approval of the Measure M guidelines.
Measure M Metro Discounts for Seniors and Students

Summary Description of Low Income Fare Subsidy Program
BACKGROUND
As required by the Measure M Ordinance and further described in the Measure M

Guidelines for the 2% program (ADA Paratransit for the Disabled; Metro Discounts for
Seniors and Students), a maximum of 25% of the revenues generated by this program
shall be allocated to fare discounts for seniors and students. This document outlines the
provisions for the use of these funds.
Current Fare Discounts Offered to Seniors and Students
Within Metros existing fare structure, there are a wide variety of discounted fare
products available to seniors, K-12 students, and college/vocational students. The total
effective subsidy for all reduced fare products and Metro fare subsidies currently offered
is over $100M annually. By contrast, Measure M is expected to generate $4M annually
for this purposean overall subsidy increase of less than 5%.
Leveraging Measure M to Benefit Low Income Seniors and Students
In order to best utilize the Measure M monies available for senior and student discounts,
these limited funds will be directed toward fare discounts for low income seniors and low
income students. With the fare subsidy program described below, Metro is aiming to
maximize the impact of the Measure M 2% program by providing fare subsidy benefits
to the senior and student transit riders who need it most.
LOW INCOME FARE SUBSIDY PROGRAM
This revised fare subsidy program focused on low income riders in Los Angeles County
will build upon the successes and lessons learned of the current fare subsidy programs
Immediate Needs Transportation Program (INTP) and Rider Relief Transportation
Program (RRTP). The program will utilize funds from the existing programs and the
additional Measure M revenues to offer additional subsidies to program participants,
with a total estimated FY18 budget of $14M - $5M from INTP, $5M from RRTP, and a
projected $4M in new sales tax revenue from Measure M.
The program will combine and increase benefits provided separately by each program
today, while improving the customers experience in applying for and utilizing program
98

benefits. Projected efficiencies under the new program together with additional funds
from Measure M will fund the expansion of subsidies to program participants, allowing
Metro to provide more benefits to more riders. Key elements of the new program are
summarized in the following table.
Eligibility o Low income per LA County Poverty Guidelines

o Annual determination of eligibility
Subsidy o Regular Riders - $18 to $24 pass subsidy
o Reduced Fare - $8 to $12 pass subsidy, with potential
variability by rider type to provide a more equitable discount
o Introduction of a ride benefit (i.e. 10 to 20 rides per month)
Note: subsidy levels are currently under evaluation
Annual Budget o $10M from existing RRTP and INTP budgets
o An estimated additional $4M from Measure M in FY18
TAP Integration o Program benefits available through TAP card
o Convenience of purchasing discounted fares through the
entire TAP vendor network and taptogo.net
Details on the new program, including comparison with the current fare subsidy
programs, are described in further detail below.
Consolidation of Transit Benefits for Individuals RRTP provides a discount off a

weekly or monthly pass while the INTP provides tokens for individual trips.
Individuals may not participate in both programs so must choose to register in
one or the other, receiving either the pass discount or tokens. The revised
program will allow participants to choose which benefit meets their needs each
month. Further, very few types of trips or trip purposes qualify for tokens under
the INTP program. The revised program will no longer consider trip purpose,
making all trips made using transit eligible.
Increased Subsidy Amount RRTP provides $10 off a full-fare pass, and $6 off a
reduced fare (senior/disabled, college/vocational, or student) pass. INTP
provides an average of 10 tokens (rides) per person per month. Under the new
program, pass discounts will increase to $X and $Y. The ride benefit will
increase to Z rides.
Simplify Participant Eligibility Process Customers are required to appear in

person twice a year for RRTP coupon distribution, and monthly for INTP token
allocation. Under the revised program, participant eligibility will be determined
once per year at any time during the year to allow the customer to receive
benefits for twelve consecutive months.
99

TAP Integration Today subsidies are provided in the form of paper coupons
(RRTP) and tokens (INTP). When fully implemented, the new program will
provide participant benefits through a customers enrolled TAP card, streamlining
and improving the experience for customers, agencies, vendors, and Metro staff.
New TAP Ride-Based Option Tying customer benefits to a TAP card allows for
a new ride fare product to replace the tokens issued under the INTP today.
Under the revised program, the customer can choose either a discounted pass
product or the TAP rides each month. This enhancement will allow the customer
to receive full benefit of the Metro two hour transfer that is not supportable with
the tokens used today.
Convenient Access to Program Benefits Customers will be able to utilize

taptogo.net as well as the entire TAP vendor network for redeeming their pass or
ride benefits under the revised program.
Refocused Taxi Element The taxi element of the revised program will focus on
agencies rather than individuals, and on specific critical trip purposes. Today,
individuals may receive taxi coupons from participating agencies that can be
utilized at any time and for any reason. The new program will provide access to
taxi services to approved agencies/organizations like hospitals and shelters to
call upon on behalf of their members to provide trips categorized by mobility
limitations, urgency, or safety. A members enrollment in the transit subsidy
element of the new program will not prevent them from receiving taxi services
initiated by an agency on their behalf.
IMPLEMENTATION TIMELINE
The new Low Income Fare Subsidy program will be presented to the Metro Board for
consideration in May 2017. If adopted, the implementation of the new program is
anticipated to occur in two phases beginning in January 2018. The first phase will
consist of program policy changes that can be implemented without TAP
enhancements/modifications including increases to subsidy levels and taxi service
provision, culminating in the issuance of an RFP in FY19 for new third party
administrators. The second phase will incorporate the remaining TAP program
elements and will also begin in January 2018 but will take longer to implement as
improvements to the TAP vendor network are rolled out countywide.
100

Draft Measure M Guidelines

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REVISED

Motion14.1 DesignatesstreetswithintheActive May2016

Greenway: A pedestrian and bicycle, nonmotorized vehicle transportation, and recreational

AgouraHills Irwindale SantaMonica

FORM DETERMINATION ANNUAL

ExpenditurePlan New,amended,ongoingand August1st

ExpenditureReport Allprojects October15th

RecreationalTransitForm RecreationalTransitonly October15th

Measure M Metro Discounts for Seniors and Students

As required by the Measure M Ordinance and further described in the Measure M

Current Fare Discounts Offered to Seniors and Students

Leveraging Measure M to Benefit Low Income Seniors and Students

LOW INCOME FARE SUBSIDY PROGRAM

Eligibility o Low income per LA County Poverty Guidelines

Consolidation of Transit Benefits for Individuals RRTP provides a discount off a

Simplify Participant Eligibility Process Customers are required to appear in

Convenient Access to Program Benefits Customers will be able to utilize

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