Measure I Policy for San Bernardino County
In November 1989, San Bernardino County voters approved passage of Measure I authorizing the San Bernardino County Transportation Authority to impose a one-half of one percent retail transactions and use tax applicable in the incorporated and unincorporated territory of the County of San Bernardino for a period not to exceed twenty years. San Bernardino Associated Governments (SANBAG), acting as the Authority, is authorized to administer the programs described in the Measure. Revenue from the tax can only be used for transportation improvement and traffic management programs authorized in the Expenditure Plan set forth in Ordinance No. 89-1.
Following is a summary of the categories of expenditures contained in the Measure. For more specific guidance, refer to Ordinance 89-1.
Valley Expenditure Plan
Major Projects
This category provide for expenditures necessary for the construction
and/or improvement of highways within the San Bernardino Valley
area, including Interstate 10, Interstate 215, State Route 210, State
Route 60,
and State Route 71.
Local Distribution
This category of Measure I revenue is distributed to the cities and County
within the Valley region on a per capita basis using the most recent State
Department of Finance estimates of city and unincorporated county population.
Revenues in this category shall be expended on streets and roads pursuant
to a Twenty-Year Transportation Plan and a Five-Year Capital Improvement
Program adopted by resolution of the local jurisdictions. The transportation
plan and improvement program shall be updated annually and available for
public
Arterial Program
The arterial program shall fund improvements to major thoroughfares within
the Valley region. Expenditures for projects funded by the arterial program
shall be undertaken pursuant to the Twenty-Year Transportation Plan and
Five-Year Capital Improvement Program adopted by the Authority. The transportation
plan and improvement program shall be updated annually and made available
for public review.
Commuter Rail Program
Commuter rail expenditures shall include purchase and/or preservation
of rail rights-of-way for, 1) a San Bernardino-West Valley-Los Angeles
corridor; 2) a San Bernardino-Riverside-Orange County corridor; and 3)
other rail linkages within San Bernardino County. Expenditures shall also
be made for development of a comprehensive rail transit plan and other
acquisitions necessary for the development and operation of major rail
facilities.
Elderly and Handicapped Transit Program
Funds in this category shall be expended annually for a program of reduced
fares and enhanced service for elderly and handicapped transit users in
the Valley region, to be developed by the Authority in cooperation with
transit service agencies.
Traffic Management
and Environmental Enhancement Program
Expenditures within this category shall include projects for both traffic
management and environmental enhancement planning in the Valley region.
Mountain/Desert Expenditure Plan
The Mountain/Desert region is defined as the Victor Valley, North Desert, Colorado River, Morongo Basin, and Mountain Subareas. Revenue generated within the subareas shall be returned to each subarea, where local representatives shall make decisions related to revenue expenditure. Revenues will be accounted for separately for each subarea and allocated based upon a formula of population (50%) and sales tax generation (50%).
Measure I funds within the Mountain/Desert region shall be expended 65% for arterial and regional needs which include state highways; 30% for local needs; and 5% for elderly and handicapped transportation services and fare reductions. If the full 65% is not needed for regional projects, the balance may be added to the local portion.
Subarea representatives shall agree on a regional road network upon which funds slated for arterial improvements may be used by each jurisdiction as deemed appropriate. Funds for local improvements will be controlled by each local jurisdiction, as well as the local share of transit funds. Each jurisdiction shall adopt a Five-Year Capital Improvement Program and a Twenty-Year Transportation Plan which shall be consistent with other local and regional plans.
Complete Measure I Funding Policy
All documents are in Acrobat PDF format.
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Measure I Subarea Boundaries
- Boundaries (53K) -
Allocation Formula Policies
- Policy 34002, Measure I Allocation Formula Policies (20K) -
Local Expenditure Policies
- Policy 34100, Responsibilities (27K updated 8/4/03)
- Policy 34101, Street Purpose and Definitions and Guidelines (34K)
- Policy 34102, Specific Determinations (35K)
- Policy 34103, Special Accounting Requirements (33K)
- Policy 34104, Informal Determination (19K)
- Policy 34105, Five-Year Capital Improvement Plans
for Expenditure of Measure I Pass Through Funds (26K) -
Elderly and Handicapped Funds and Policies
- Policy 34200, Measure I Elderly and Handicapped Funds (26K)
- Policy 34201, Measure I Elderly and Handicapped Policies (26K) -
Valley Traffic Management and
Environmental Enhancement Policies
- Policy 34300, Valley Management & Environmental Enhancement
Policies, Guidelines & Criteria for Project Selection & Funding (25K) -
Valley Arterial Program Policies
- Policy 34400, Measure I Valley Arterial Program-
Policies, Guidelines & Criteria (30K)
- Policy 34401, Project Selection and Prioritization Process
with the Valley Areas (27K) -
Ordinance No. 89-1 (30K)
San Bernardino County Transportation Authority Transportation Expenditure Plan and Retail Transactions and Use Tax Ordinance
- Ordinance No. 89-1 Expenditure plan (61K)
- Ordinance No. 89-1 Schedule E Mountain-Desert Area
Expenditure Plan (29k) -
Ordinance No. 90-1 (39k)
Ordinance of San Bernardino County Transportation Authority Amending Ordinance No. 89-1 Relating to Implementation of a Transaction and Use Tax
Forms
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View/download the Five Year Plan Forms:
- Mountain/Desert Plan Form (Excel)
- Valley Plan Form (Excel)
- Expenditure Strategy Form (Word)
- Measure I Resolution Form (Word)