OAR 732-042-0010
STIF Formula Fund Calculation and Disbursement

(1) Ninety percent of the Statewide Transportation Improvement Fund shall be distributed as the STIF Formula Fund.
(2) Minimum Distributions:
(a) The Agency shall distribute $100,000 annually to each Qualified Entity unless the Qualified Entity is entitled to a larger distribution based on the calculation described in section (4) of this rule.
(b) The Agency shall distribute $100,000 annually to each Indian Tribe unless the Indian Tribe submits documentation to the Agency demonstrating that it remits more than $100 million annually in taxable employee payroll from Tribal Enterprises. Such documentation must be submitted by July 1 each year in order to be included in estimates and calculations for the following year. An Indian Tribe that demonstrates it remits more than $100 million in employee payroll annually will receive a distribution equal to its proportionate share as calculated in section (4) of this rule.
(3) Estimation of STIF Formula Fund Disbursements:
(a) The Agency shall estimate STIF Formula Fund disbursements based on the Agency’s projections of the amount of transit payroll tax to be collected, the Agency’s projections of minimum distributions required under section (2) of this rule, and the proportionate share calculated for each Qualified Entity in section (4) of this rule.
(b) The Agency shall estimate the proportionate share annually.
(c) The Agency shall notify Qualified Entities of their estimated annual disbursements no later than December 31 each year.
(d) Qualified Entities shall work collaboratively with Public Transportation Service Providers and other potential Sub-Recipients, as relevant, to develop a method for sub-allocating STIF Formula Fund moneys to Public Transportation Service Providers.
(e) To the extent possible, using the best available data, the sub-allocation method used by Qualified Entities must be proportionate to the amount of employee payroll tax revenue generated within the geographic territory of each Public Transportation Service Provider.
(f) A Qualified Entity that is a Mass Transit or Transportation District which does not share contiguous jurisdictional boundaries with a county shall work collaboratively with Public Transportation Service Providers and other potential Sub-Recipients to develop an estimate of STIF Formula Fund disbursements for those areas of the county(ies) in which the District is located that are outside the District’s own jurisdictional boundaries.
(g) The Qualified Entity’s sub-allocation estimate shall be a starting point for the Qualified Entity’s STIF Plan and funding prioritization process. The sub-allocation is not an entitlement to the Public Transportation Service Provider and decision criteria may affect the prioritization of Projects.
(h) Estimated disbursements are not guaranteed. If revenues in the Statewide Transportation Improvement Fund are less than the Agency’s projections, the Agency may proportionately reduce quarterly payments to Qualified Entities from its estimated disbursements.
(4) Calculation of STIF Formula Fund Disbursements:
(a) The Agency shall calculate the proportionate share for each Qualified Entity by dividing the amount of the wages paid by employers located within the boundary of the Qualified Entities’ areas of responsibility, by the total amount of the wages paid by employers statewide.
(A) The Agency shall use the final wage data collected by the Oregon Employment Department for the prior Calendar Year and reported to the Agency.
(B) The Agency shall exclude from the calculation of proportionate shares any Qualified Entity that is entitled to a minimum distribution under section (2) of this rule.
(b) Each fiscal quarter, the Agency shall calculate the quarterly distribution as follows:
(A) The product of the amount of the transit payroll tax revenue collected in the preceding fiscal quarter, as reduced by minimum distributions required under subsection (4)(b)(B) of this rule, multiplied by the Qualified Entity’s proportionate share calculated in subsection (4)(a) of this rule; or
(B) For Qualified Entities receiving the minimum distribution under section (2) of this rule, $25,000.
(5) Distribution of STIF Formula Funds to Qualified Entities:
(a) The Agency shall not disburse STIF Formula Fund moneys to a Qualified Entity until the Commission has approved by the Qualified Entity’s STIF Plan and the Legislative Fiscal Office and the State’s Chief Financial Officer have determined that there is sufficient revenue in the Statewide Transportation Improvement Fund sufficient to fund the STIF Formula Fund disbursements.
(b) The Agency shall disburse the proportionate share of STIF Formula Funds to Qualified Entities in quarterly distributions.
(c) If more than one Mass Transit District or Transportation District is located within a single county, the Agency shall distribute the moneys to the larger district.
(d) If there is a significant unexpected shortfall in revenues in the Statewide Transportation Improvement Fund or if there has been an overpayment in a prior quarter, the Agency may proportionately reduce quarterly payments to Qualified Entities.
(e) Qualified Entities are not responsible for satisfying Public Transportation Service Providers’ budgetary shortfalls or remedying delays in funding to Public Transportation Service Providers that are due to insufficient STIF Formula Fund revenues or for any other reason beyond the Qualified Entities’ direct control.
(6) Qualified Entities may incur STIF expenditures as of the operative date of ORS 184.766 (Qualified entities). During the first STIF Formula Fund Cycle after the enactment of Oregon Laws 2017, chapter 750, a Qualified Entity may reimburse itself for such expenditures contingent upon Commission approval of a STIF Plan that includes these expenses.
(7) Qualified Entities shall notify the Agency in writing of any adjustment to the geographic boundaries of their areas of responsibility within thirty days of the effective date of the adjustment.
(8) Upon Commission approval of a STIF Plan that describes such a Project, a Qualified Entity may carry forward unspent STIF Formula Fund moneys for as long as specified in the approved STIF Plan in order to accumulate sufficient funds for a capital Project that costs more than can be funded during a single STIF Formula Fund funding cycle or to make bond payments on the acquisition of a Capital Asset.
(9) Each Qualified Entity is required to spend at least one percent of STIF Formula Fund moneys received each year on student transit services for students in grades 9 through 12, if practicable.

Source: Rule 732-042-0010 — STIF Formula Fund Calculation and Disbursement, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=732-042-0010.

Last Updated

Jun. 8, 2021

Rule 732-042-0010’s source at or​.us