Statewide Transportation Improvement Fund

Background

Section 122 of HB 2017 Transportation Funding Package established a new dedicated source of funding for improving or expanding public transportation service in Oregon. This new funding source is called the Statewide Transportation Improvement Fund, or STIF. The Public Transportation Division, or PTD, has developed programs and policies to implement the STIF under the oversight of the Oregon Transportation Commission. ODOT staff developed the STIF programs with significant input from the Oregon State Public Transportation Advisory Committee, public transportation providers, and other interested stakeholders. STIF Fact Sheets in both English and Spanish are located on the right navigation bar.

STIF Legislative Report

On Friday, January 31, the Oregon Transportation Commission submitted the STIF Legislative Report on progress and outcomes, consistent with the requirements of HB 2017 to the Joint Committee on Transportation. This 10-page report includes data about service improvements that have occurred after one quarter of funding and improvements that are anticipated by the end of the 19-21 biennium. This data shows ODOT and public transportation providers across Oregon are successfully implementing the STIF program. This report has been formatted for ADA and translated in Spanish. Supporting material includes a one-page document that shows key STIF data, photos, and quotes from people that are benefiting from the public transportation improvements. This document has also been formatted for ADA and translated in Spanish.

• STIF Legislative Report, Jan. 2020
  
• STIF Legislative Report, Feb. 2020 (ADA)
  
• STIF Legislative Report, Feb. 2020 (Spanish)
  
• STIF Success Stories, Feb. 2020
• STIF Success Stories, Feb. 2020 (ADA)
  
• STIF Success Stories, Feb. 2020 (Spanish)
  

Solicitation Schedule

STIF Resources

The Oregon "transit tax" is a state payroll tax equal to one-tenth of 1 percent. The Transit Tax is the sole revenue source for STIF. The state will estimate the total funding amount annually. Actual revenues will vary based on transit tax collections. 

STIF revenues are allocated across four funds.

Formula Fund 

The Formula Fund receives 90 percent of STIF funds. ODOT disburses Formula funds to mass transit districts, transportation districts, or counties without either a mass transit or transportation district, and to federally-recognized tribes based on formula allocation.

Formula Fund Resources:

Quarterly Reporting Guidance (FY 2019-21)

• Supplemental SPR Guidance and Instructions, Oct. 2020
  
• Updated STIF Guidance for Determining Whether Expenditures are Substantially Compliant and Consistent with STIF Plan, Oct. 2020
  
• OPTIS Upgrades and SPR Demonstration, Oct. 2019
• OPTIS Upgrades and SPR Demonstration Presentation, Oct. 2019
• Grant Management Training Resources, July 2019
• Reporting Overview Webinar Video, May 2019
• Reporting Overview Webinar Presentation, May 2019
• Reporting Requirements Acronyms, May 2019
• Reporting Requirements Webinar Q & A, May 2019
• Reporting Requirements Overview, May 2019
• STIF Guidance for Determining Whether Expenditures are Substantially Compliant and Consistent with STIF Plan, May 2019
• Request for Reimbursement Supporting Documents Checklist

Annual Reporting Guidance (FY 2019-21)

• Low-Income Reporting Video, Oct. 2019
• Low-Income Reporting Presentation, Oct. 2019
• STIF QE Low-Income Impact Mitigation Cover Letter, Oct. 2019
• STIF PTSP Low-Income Impact Mitigation Form, Oct. 2019
• PTSP Reference Guide, Oct. 2019
• Grant Management Training Resources, July 2019
• STIF Agreed-Upon Audit Procedures, May 2019

Formula Disbursements and Estimates (FY 2019-21)

• STIF Allocation Estimates, July 2020
  
• STIF Allocation Estimates, Dec. 2019
• STIF Formula Disbursements, Dec. 2019

STIF Plan Guidance and Resources (FY 2019-21)

• Updated Formula Fund Guidance and Application Instructions, Dec. 20, 2019
• Formula Fund Schedule, April 2019
• Formula Fund Guidance Supplemental, Feb 28, 2019
• STIF Plan Submissions Page, Nov. 2018 and May 2019
• Formula Fund Solicitation Notice and Materials, July, 19, 2018
• STIF Plan Process Graphic, May 2018
• OTC STIF Plan Rejection Considerations, Oct. 19, 2018
• STIF Carry Forward Funds Guidance Oct. 8, 2018
• Formula Fund Sub-allocation Guidance
• STIF Methods for Calculating Low-Income Households, October 2018
• Methods for Calculating Low-Income Households Training PPT, October 2018
• Map of Qualified Entities

Discretionary Fund and Intercommunity Discretionary Fund

The Discretionary Fund receives 5 percent of STIF funds. ODOT awards Discretionary funds to public transportation service providers based on a competitive grant process.

The Intercommunity Discretionary Fund receives 4 percent of STIF funds. ODOT awards Intercommunity funds to public transportation service providers to improve public transportation between two or more communities based on a competitive grant process. 

Discretionary Fund Resources:

STIF Discretionary and Statewide Transit Network Grant Awards for FY 2019-21, July 18, 2019

Recipient Reporting Resources (FY 2019-21)

• STIF Discretionary and STN Reporting Overview Webinar Video, Jan. 16, 2020
  
• STIF Discretionary and STN Reporting Overview Webinar Q&A, Jan. 16, 2020
• STIF Discretionary and STN Reporting Overview Webinar Presentation, Jan. 16, 2020
• Supplemental Guidance on Outcomes Achieved Reporting, Dec. 5, 2019
• STIF Discretionary and STN Reporting Guidance, Oct. 24, 2019
• STIF QE Low-Income Impact Mitigation Cover Letter, Oct. 2019
• STIF PTSP Low-Income Impact Mitigation Form, Oct. 2019
• PTSP Reference Guide, Oct. 2019
• STIF Agreed-Upon Audit Procedures, May 2019

Application Review and Public Comment (FY 2019-21)

• Public Comments on Funding Recommendation Report, July 2019
  
• Coos County Public Comment, July 2019
• STIF Discretionary and STN Funding Recommendation Report to PTAC, June 2019
  
• Appendix A to PTAC Report - Funding Recommendation Summary with Project Task Totals, June 2019
• Appendix B to PTAC Report - Qualified Entity Advisory Committee and ACT Feedback Report, June 2019
• Appendix C to PTAC Report - Qualified Entity Advisory Committee and ACT Project Prioritization Report, June 2019
• Discretionary Fund Solicitation Schedule, April 2019
• STIF Discretionary and STN Application Submissions, Feb. 2019

Application Guidance Resources

• STIF Discretionary and STN Webinar Video, Oct. 5, 2020
  
• STIF Discretionary and STN Webinar PowerPoint, Oct. 5, 2020
  
• STIF Discretionary and STN Webinar Video, Nov. 14, 2018
• STIF Discretionary and STN Webinar PowerPoint, Nov. 14, 2018
• STIF Discretionary and Statewide Transit Network Evaluation Criteria Framework: FY 2019-21, Nov. 2018
• STIF Discretionary and STN Solicitation Notice and Materials, Oct. 2018

Technical Resource Center

ODOT uses 1 percent of STIF funds to establish and administer a statewide public transportation technical resource center to assist public transportation providers in rural areas and also to administer STIF.

Adopted STIF Rules

The Oregon Transportation Commission adopted the Oregon Administrative Rules to implement the STIF on June 22, 2018 and the rules became effective on July 1, 2018. Potential funding applicants should review the General and relevant program rules (Formula or Discretionary) to determine funding eligibility, application processes, and other requirements.

• General rules that apply to all three funds (Chapter 732, Division 40),
  
• Formula Fund rules (Chapter 732, Division 42), and the
• Discretionary Fund and Intercommunity Discretionary Fund rules (Chapter 732, Division 44).

Resources:

• STIF Rules Overview Fact Sheet
• Print copy of the complete STIF rules
• STIF Rules Webinar - Response to Questions, August 15, 2018
• STIF Rules Webinar PowerPoint Presentation, July 12, 2018
  
• Recording of STIF Rules Webinar, July 12, 2018

STIF Resource Library