The cost-saving commitments of Muni, BART, AC Transit, and Caltrain, tracked against primary sources
In November 2026, voters in five Bay Area counties decided on a 14-year sales tax for transit. The state law behind it, SB 63, also requires four of the region's largest transit agencies to commit to savings found by an independent review, and ties their share of the tax money to following through. This site tracks each commitment against public records.
How it works
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Done May 22, 2026
Independent review, Phase 1
A consultant hired by MTC lists cost-saving “early action strategies” for each agency.
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Done June 16, 2026
Agencies commit
Each agency's board adopts the Phase 1 strategies it commits to carrying out.
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Up next
Independent review, Phase 2
Only if the tax passes: a deeper menu of cost-saving measures, due 480 days after the election is certified.
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Later
Implementation plans
Each agency adopts a plan saying which Phase 2 measures it will carry out, and must follow it.
Where things stand
- Recommendations tracked
- 35
- Adopted
- 32
- Implemented
- 0
- Missed
- 0
MTC target: June 2029
Next step Election results certified (county elections officials): No statutory deadline.
Next deadline for the agencies Each agency submits a draft implementation plan to the oversight committee: 120 days after “Final Phase 2 analysis adopted” (date not yet set).
Scorecard
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Muni (SFMTA)
11 recommendations · board action June 16, 2026
168.4 million annual riders (FY 2024–25)
4 direct action6 study or plan1 ask another government3 aimed at revenue
- Unverified
- 0
- Not adopted
- 1
- Not started
- 0
- Adopted
- 10
- In progress
- 0
- Implemented
- 0
- Missed
- 0
- Superseded
- 0
Next deadline: Draft implementation plans due, date not yet set
See all 11 Muni (SFMTA) recommendations -
BART
9 recommendations · board action June 11, 2026
58.4 million annual riders (FY 2024–25)
4 direct action5 study or plan4 aimed at revenue
- Unverified
- 0
- Not adopted
- 0
- Not started
- 0
- Adopted
- 9
- In progress
- 0
- Implemented
- 0
- Missed
- 0
- Superseded
- 0
Next deadline: Draft implementation plans due, date not yet set
See all 9 BART recommendations -
AC Transit9 recommendations · board action June 10, 2026
40.7 million annual riders (FY 2024–25)
2 direct action6 study or plan1 ask another government2 aimed at revenue
- Unverified
- 1
- Not adopted
- 1
- Not started
- 0
- Adopted
- 7
- In progress
- 0
- Implemented
- 0
- Missed
- 0
- Superseded
- 0
Next deadline: Draft implementation plans due, date not yet set
See all 9 AC Transit recommendations -
Caltrain
6 recommendations · board action June 4, 2026
11.0 million annual riders (FY 2024–25)
3 direct action3 study or plan3 aimed at revenue
- Unverified
- 0
- Not adopted
- 0
- Not started
- 0
- Adopted
- 6
- In progress
- 0
- Implemented
- 0
- Missed
- 0
- Superseded
- 0
Next deadline: Draft implementation plans due, date not yet set
See all 6 Caltrain recommendations
Don't see your agency?
SB 63's efficiency review covers only these four agencies: AC Transit, BART, Caltrain, and Muni (Gov. Code §67762(a)). Eleven other agencies receive a share of the tax but are not part of the review, so they have no efficiency commitments to track.
Some of them must still show MTC that they are keeping up their own funding for operations instead of replacing it with tax money (the “maintenance of effort” rule, §67770). This tracker does not cover that requirement.
- Livermore Amador Valley Transit Authority (Wheels)Maintenance of effort applies
- Union City TransitMaintenance of effort applies
- Central Contra Costa Transit Authority (County Connection)Maintenance of effort applies
- Western Contra Costa Transit Authority (WestCAT)Maintenance of effort applies
- Eastern Contra Costa Transit Authority (Tri Delta Transit)Maintenance of effort applies
- San Francisco Bay Ferry (WETA)Maintenance of effort applies
- Golden Gate Transit (Golden Gate Bridge, Highway and Transportation District)Maintenance of effort applies
- Alameda County Transportation Commission
- Contra Costa Transportation Authority
- San Mateo County Transit District (SamTrans)
- Santa Clara Valley Transportation Authority (VTA)
Timeline
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Completed May 22, 2026
Oversight committee adopts final Phase 1 analysis
Oversight committee · Gov. Code §67766(a)
The Financial Efficiency Review Independent Oversight Committee adopted the Phase 1 report on May 22, 2026, and directed staff to make minor revisions and add one early action strategy. The revised report was posted May 27, 2026.
Details and sources (2)
- Deadline
- No statutory deadline (Gov. Code §67766(a))
- Status
- Completed May 22, 2026
- Last verified
- November 4, 2026
- Sources
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Completed June 16, 2026
Each agency identifies the Phase 1 strategies it commits to and adopts them as policy or budget actions
Operators · Gov. Code §67766(b)
All four boards acted before the deadline: Caltrain on June 4, AC Transit on June 10, BART on June 11, and SFMTA on June 16, 2026. MTC reports that 29 of 32 early action strategies were adopted in whole or in part. The completion date shown is the last of the four actions.
Details and sources (6)
- Deadline
- July 1, 2026 (Gov. Code §67766(b))
- Status
- Completed June 16, 2026
- Last verified
- November 4, 2026
- Sources
- SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(b), p. 14 Statute
- MTC Programming and Allocations Committee, Agenda Item 3a-26-0808, Summary Sheet (Aug. 12, 2026), p. 2 Board item
- Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12, p. 5 Board item
- AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026), p. 1 Board item
- BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026) News release
- SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026), p. 3 Board item
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Completed November 3, 2026
Election on the Regional Transit Measure (RTM)
Voters · Gov. Code §67740(a)
The election was held November 3, 2026. MTC's November 4, 2026 release, based on results reported so far, states that voters "appear to have approved the Regional Transit Measure (RTM)." Certified results have not yet been recorded here.
Details and sources (2)
- Deadline
- November 3, 2026 (Gov. Code §67740(a))
- Status
- Completed November 3, 2026
- Last verified
- November 4, 2026
- Sources
-
Due No statutory deadline
Election results certified
County elections officials · Gov. Code §67766(c)
Not yet recorded. The Phase 2 deadline is counted from the date the results are certified.
Details and sources (1)
- Deadline
- No statutory deadline (Gov. Code §67766(c))
- Status
- Not yet completed
- Last verified
- November 4, 2026
- Sources
- SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(c), p. 14 Statute
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Due 480 days after “Election results certified” (date not yet set)
Oversight committee adopts final Phase 2 analysis, including a regional development and financing strategy
Oversight committee · Gov. Code §67766(c)(1)
Details and sources (1)
- Deadline
- 480 days after “Election results certified” (date not yet set) (Gov. Code §67766(c)(1))
- Status
- Not yet completed
- Published estimates
- MTC: the second phase of the review "would be undertaken in 2027." MTC: Bay Area Voters Show Strong Support for Public Transit (Nov. 4, 2026).
- MTC staff: Phase 2 "is expected to be completed in spring 2028." MTC Programming and Allocations Committee, Agenda Item 3a-26-0808, Summary Sheet (Aug. 12, 2026), p. 2.
- Last verified
- November 4, 2026
- Sources
- SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(c), p. 14 Statute
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Due 120 days after “Final Phase 2 analysis adopted” (date not yet set)
Each agency submits a draft implementation plan to the oversight committee
Operators · Gov. Code §67766(d)
Details and sources (1)
- Deadline
- 120 days after “Final Phase 2 analysis adopted” (date not yet set) (Gov. Code §67766(d))
- Status
- Not yet completed
- Last verified
- November 4, 2026
- Sources
- SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(d), p. 14 Statute
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Due No statutory deadline
Oversight committee approves each draft plan or recommends revisions
Oversight committee · Gov. Code §67766(e)
The statute sets no deadline for this step.
Details and sources (1)
- Deadline
- No statutory deadline (Gov. Code §67766(e))
- Status
- Not yet completed
- Last verified
- November 4, 2026
- Sources
- SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(e), p. 14 Statute
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Due 60 days after “Oversight committee acts on draft plans” (date not yet set)
Each agency's board adopts a final implementation plan
Operators · Gov. Code §67766(f)
After adoption, each agency must follow its plan until the tax expires, and must verify its compliance with MTC as a condition of continued funding. MTC must give an agency 90 days to comply before withholding funds (§67766(g)-(h)).
Details and sources (1)
- Deadline
- 60 days after “Oversight committee acts on draft plans” (date not yet set) (Gov. Code §67766(f))
- Status
- Not yet completed
- Published estimates
- MTC: "by early 2028, all four agencies supported by the measure would be required to adopt and adhere" to cost-savings plans. MTC: Bay Area Voters Show Strong Support for Public Transit (Nov. 4, 2026).
- Caltrain staff: "Operators must adopt an implementation plan by August 2028." Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026), p. 8.
- Last verified
- November 4, 2026
- Sources
- SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(f)-(h), p. 15-16 Statute