{
  "generated": "2026-11-05",
  "milestones": [
    {
      "id": "m-2026-05-22-phase1-final",
      "title": "Oversight committee adopts final Phase 1 analysis",
      "short_title": "Final Phase 1 analysis adopted",
      "responsible": "oversight committee",
      "statute": "Gov. Code §67766(a)",
      "deadline": null,
      "deadline_rule": null,
      "completed_on": "2026-05-22",
      "outcome": "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.",
      "estimates": [],
      "status_as_of": "2026-11-04",
      "sources": [
        {
          "title": "SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(a)",
          "url": "https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB63",
          "page": 14,
          "type": "statute"
        },
        {
          "title": "MTC: Independent Oversight Committee Approves Transit Agencies' Financial Efficiency Review (May 27, 2026)",
          "url": "https://mtc.ca.gov/news/independent-oversight-committee-approves-transit-agencies-financial-efficiency-review",
          "page": null,
          "type": "news_release"
        }
      ],
      "computed_deadline": null
    },
    {
      "id": "m-2026-07-01-operator-adoption",
      "title": "Each agency identifies the Phase 1 strategies it commits to and adopts them as policy or budget actions",
      "short_title": "Agencies adopt Phase 1 strategies",
      "responsible": "operators",
      "statute": "Gov. Code §67766(b)",
      "deadline": "2026-07-01",
      "deadline_rule": null,
      "completed_on": "2026-06-16",
      "outcome": "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.",
      "estimates": [],
      "status_as_of": "2026-11-04",
      "sources": [
        {
          "title": "SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(b)",
          "url": "https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB63",
          "page": 14,
          "type": "statute"
        },
        {
          "title": "MTC Programming and Allocations Committee, Agenda Item 3a-26-0808, Summary Sheet (Aug. 12, 2026)",
          "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_1_Summary_Sheet_FY25_26_PIP_ACTransit_SFMTA_BART.pdf",
          "page": 2,
          "type": "board_item"
        },
        {
          "title": "Caltrain (Peninsula Corridor JPB) Board of Directors, Minutes of June 4, 2026, item 12",
          "url": "https://www.caltrain.com/media/37536/download",
          "page": 5,
          "type": "board_item"
        },
        {
          "title": "AC Transit Board of Directors, Master Minute Order, Report ID 26-209 (June 10, 2026)",
          "url": "https://actransit.legistar1.com/actransit/attachments/28a6060f-8654-4daa-976c-c838ece127de.pdf",
          "page": 1,
          "type": "board_item"
        },
        {
          "title": "BART Board adopts FY27 budget with $18M in cuts and reductions in employee headcount (June 11, 2026)",
          "url": "https://www.bart.gov/news/articles/2026/news20260611",
          "page": null,
          "type": "news_release"
        },
        {
          "title": "SFMTA Board of Directors Resolution No. 260616-052 (June 16, 2026)",
          "url": "https://www.sfmta.com/media/45289/download?inline",
          "page": 3,
          "type": "board_item"
        }
      ],
      "computed_deadline": "2026-07-01"
    },
    {
      "id": "m-2026-11-03-election",
      "title": "Election on the Regional Transit Measure (RTM)",
      "short_title": "Election",
      "responsible": "voters",
      "statute": "Gov. Code §67740(a)",
      "deadline": "2026-11-03",
      "deadline_rule": null,
      "completed_on": "2026-11-03",
      "outcome": "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.",
      "estimates": [],
      "status_as_of": "2026-11-04",
      "sources": [
        {
          "title": "SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67740(a)",
          "url": "https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB63",
          "page": 7,
          "type": "statute"
        },
        {
          "title": "MTC: Bay Area Voters Show Strong Support for Public Transit (Nov. 4, 2026)",
          "url": "https://mtc.ca.gov/news/bay-area-voters-show-strong-support-public-transit",
          "page": null,
          "type": "news_release"
        }
      ],
      "computed_deadline": "2026-11-03"
    },
    {
      "id": "m-election-certified",
      "title": "Election results certified",
      "short_title": "Election results certified",
      "responsible": "county elections officials",
      "statute": "Gov. Code §67766(c)",
      "deadline": null,
      "deadline_rule": null,
      "completed_on": null,
      "outcome": "Not yet recorded. The Phase 2 deadline is counted from the date the results are certified.",
      "estimates": [],
      "status_as_of": "2026-11-04",
      "sources": [
        {
          "title": "SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(c)",
          "url": "https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB63",
          "page": 14,
          "type": "statute"
        }
      ],
      "computed_deadline": null
    },
    {
      "id": "m-phase2-final",
      "title": "Oversight committee adopts final Phase 2 analysis, including a regional development and financing strategy",
      "short_title": "Final Phase 2 analysis adopted",
      "responsible": "oversight committee",
      "statute": "Gov. Code §67766(c)(1)",
      "deadline": null,
      "deadline_rule": {
        "after": "m-election-certified",
        "days": 480
      },
      "completed_on": null,
      "outcome": "",
      "estimates": [
        {
          "text": "MTC: the second phase of the review \"would be undertaken in 2027.\"",
          "source": {
            "title": "MTC: Bay Area Voters Show Strong Support for Public Transit (Nov. 4, 2026)",
            "url": "https://mtc.ca.gov/news/bay-area-voters-show-strong-support-public-transit",
            "page": null,
            "type": "news_release"
          }
        },
        {
          "text": "MTC staff: Phase 2 \"is expected to be completed in spring 2028.\"",
          "source": {
            "title": "MTC Programming and Allocations Committee, Agenda Item 3a-26-0808, Summary Sheet (Aug. 12, 2026)",
            "url": "https://mtc.ca.gov/sites/default/files/meetings/attachments/6681/9a_26_0946_1_Summary_Sheet_FY25_26_PIP_ACTransit_SFMTA_BART.pdf",
            "page": 2,
            "type": "board_item"
          }
        }
      ],
      "status_as_of": "2026-11-04",
      "sources": [
        {
          "title": "SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(c)",
          "url": "https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB63",
          "page": 14,
          "type": "statute"
        }
      ],
      "computed_deadline": null
    },
    {
      "id": "m-impl-plan-draft",
      "title": "Each agency submits a draft implementation plan to the oversight committee",
      "short_title": "Draft implementation plans due",
      "responsible": "operators",
      "statute": "Gov. Code §67766(d)",
      "deadline": null,
      "deadline_rule": {
        "after": "m-phase2-final",
        "days": 120
      },
      "completed_on": null,
      "outcome": "",
      "estimates": [],
      "status_as_of": "2026-11-04",
      "sources": [
        {
          "title": "SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(d)",
          "url": "https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB63",
          "page": 14,
          "type": "statute"
        }
      ],
      "computed_deadline": null
    },
    {
      "id": "m-impl-plan-ioc-review",
      "title": "Oversight committee approves each draft plan or recommends revisions",
      "short_title": "Oversight committee acts on draft plans",
      "responsible": "oversight committee",
      "statute": "Gov. Code §67766(e)",
      "deadline": null,
      "deadline_rule": null,
      "completed_on": null,
      "outcome": "The statute sets no deadline for this step.",
      "estimates": [],
      "status_as_of": "2026-11-04",
      "sources": [
        {
          "title": "SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(e)",
          "url": "https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB63",
          "page": 14,
          "type": "statute"
        }
      ],
      "computed_deadline": null
    },
    {
      "id": "m-impl-plan-final",
      "title": "Each agency's board adopts a final implementation plan",
      "short_title": "Final implementation plans adopted",
      "responsible": "operators",
      "statute": "Gov. Code §67766(f)",
      "deadline": null,
      "deadline_rule": {
        "after": "m-impl-plan-ioc-review",
        "days": 60
      },
      "completed_on": null,
      "outcome": "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)).",
      "estimates": [
        {
          "text": "MTC: \"by early 2028, all four agencies supported by the measure would be required to adopt and adhere\" to cost-savings plans.",
          "source": {
            "title": "MTC: Bay Area Voters Show Strong Support for Public Transit (Nov. 4, 2026)",
            "url": "https://mtc.ca.gov/news/bay-area-voters-show-strong-support-public-transit",
            "page": null,
            "type": "news_release"
          }
        },
        {
          "text": "Caltrain staff: \"Operators must adopt an implementation plan by August 2028.\"",
          "source": {
            "title": "Caltrain staff presentation, Adopt SB63 Phase 1 Financial Efficiency Review Early Action Strategies (June 4, 2026)",
            "url": "https://www.caltrain.com/media/37136/download",
            "page": 8,
            "type": "board_item"
          }
        }
      ],
      "status_as_of": "2026-11-04",
      "sources": [
        {
          "title": "SB 63 (Wiener), Stats. 2025, Ch. 740, Gov. Code §67766(f)-(h)",
          "url": "https://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260SB63",
          "page": "15-16",
          "type": "statute"
        }
      ],
      "computed_deadline": null
    }
  ]
}