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SFMTA Budget Update

Upper Noe Valley Neighborhood Association

Monday, May 18, 2026

San Francisco Municipal Transportation Agency

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Muni is vital to San Francisco

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riders every weekday

Muni serves over

500,000+

students take Muni to and from school

Roughly

14,000

About 270, 000

people commute�into the city for work.

Muni accounts for almost 50% of all transit trips within the

nine-county Bay Area

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Investments in Muni service quality are paying off

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SAFETY

TRANSIT INFRASTRUCTURE

CUSTOMER INFORMATION

CLEANLINESS

MAINTENANCE

EMPLOYEE MENTORING

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Initiatives to make the Bay Area’s transit systems feel like one seamless system

Working with the MTC and other operators to reshape the regional transit system into a more connected, more efficient and more rider-focused mobility network.

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REGIONAL FARE INTEGRATION

UNIFORM TRANSIT SIGNAGE

SCHEDULE COORDINATION

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March Weekday and Weekend Ridership

Note: Excludes cable car and streetcar.

529k

Weekday

362k

Weekend

Average Daily Boardings

Ridership surges as Spring begins, with continued growth across both weekdays and weekends.

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Transit funding is a local responsibility� �

In other countries with great transit, the national government pays for transit service.

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In other US states with great transit, the state government pays for a large portion of transit service

In California, transit is funded primarily by local jurisdictions

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Balanced Two-Year Budget

On April 21, the SFMTA Board of Directors unanimously passed a two-year budget for the agency.

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Revenue Type

FY 25-26

($M)

FY 26-27

($M)

FY 27-28

($M)

Revenue

1,452

1,515

1,616

Expenditure

1,452

1,515

1,616

Source: Budget System Output (e-turn), April 14, 2026

The budget protects:

  • Muni Service - No Muni or paratransit service reductions in FY26-27
  • Discount Programs - Maintains discount fare programs for youth, seniors, people with disabilities and people with limited incomes
  • Service Quality - Small Muni increase funded in FY27-28 to address crowding/downtown recovery (parcel tax commitment)

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5-Year Deficit Forecast from July 2025

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The budget approved by our Board of Directors closed a $307M deficit projected for FY26-27 and a $344M deficit projected for FY27-28. That’s when pandemic relief funding ran out.

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Closing the Deficit

The approved budget closed the FY26-27 and FY27-28 budget deficit using a state loan, agency efficiencies and revenue, and new revenue from regional and local ballot measures.

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FY26-27 and FY27-28 Budget Plan

Regional Revenue Measure: The Connect Bay Area Act allows San Francisco to pursue a one-cent sales tax increase to maintain Muni. If passed by voters, Muni will receive ~$155M per year to address the structural deficit.

Local Revenue Measure: As the regional measure will not fully address the structural deficit, a local parcel tax has been proposed to further reduce the gap. If passed by voters, the Stronger Muni for All measure will generate ~$150M annually to reduce the deficit and ~$10M for service quality improvements.

Agency Efficiencies & Revenue: Building an efficiency culture and identifying new enterprise revenues in the out years will close the remaining structural deficit.

In the short-term, one-time sources will close the budget deficit until regional and local revenue measures are implemented.

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Regional Revenue Measure, Nov. 2026

Participating Counties

The Connect Bay Area Act authorizes a regional sales tax for the November 2026 ballot in Alameda, Contra Costa, San Francisco, San Mateo and Santa Clara counties.

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Funding for Transit

The regional revenue measure would fund BART, Muni, Caltrain, AC Transit and other transit systems.

Regional Benefits

Fare programs for people with limited incomes, accessibility projects, wayfinding and transit priority projects.

Rate

Due to the density of transit operating in San Francisco, San Francisco voters will consider a 1% sales tax. Voters in the other counties will consider a .05% sales tax.

Ballot Placement

The measure is being advanced by a coalition of stakeholders and voters, the Connect Bay Area Transit Committee.

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If successful, the regional revenue measure will raise about $1 billion annually for transit agencies in the region.

Of this, Muni would receive approximately $155 million per year.

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Local Revenue Measure

The Stronger Muni for All Measure would be an annual tax on parcels of real property in San Francisco beginning on July 1, 2027, and ending on June 30, 2042. The tax rates would be adjusted annually for inflation.

The proposed 2027 tax rates would be:

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* There is a cap of additional charges of $50,000 for multi-family residential and $400,000 for non-residential parcels.

*

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Local Revenue Measure

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If successful, the local revenue measure will raise approximately $150 million annually for existing transit operations, plus at least $10 million for service quality improvements.

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Examples of Efficiency Work Completed

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Ongoing cost reductions

Eliminated vacant positions. If filled, these roles would have cost $170 million annually.

Cost avoidance

$30 million savings from eliminating planned one-time investments

Expenses to reduce future costs

$30 million savings from implementing transit priority upgrades to provide more Muni service with the same resources

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New Agency Efficiencies and Revenue

  • Eliminates 54 operating and 35 project positions. This is in addition to more than 500 vacancies that were previously eliminated.�
  • Offsets costs by approximately $20M by reducing materials/supplies and work order costs and starting efficiency work.�
  • Increases agency-generated revenue by approximately $30M in FY26-27 from improved fare compliance, cable car day pass, ridership growth and parking optimization.�
  • Minimizes overall use of one-time funding to balance ongoing expenditure: combination of state loan and prior year cost savings (fund balance).�
  • Reduces out-year budget deficit through early actions.

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This two-year budget captures initial efficiencies and lays the groundwork for the big moves to come. The overall goal of the work is to bring long-term costs into alignment with revenues, while protecting Muni service.

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Scenario Planning for the Ballot

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if both initiatives pass

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Muni Service Options for Cutting CostsWithout Necessary Funding

These cuts would have citywide impacts: Slower downtown recovery, increased traffic congestion, less access and fewer opportunities for people who rely on Muni, major systemwide crowding.

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Timeline for Muni service cuts

if one or both measures fail

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  • Refine scenarios for Muni service cuts in the event one or both measures fail

Pre-Election

Present-November 2026

  • Prepare service cut options for outreach
  • Begin outreach and community briefings

Winter 2027

  • Share final Muni service cut options with public
  • SFMTA Board approval (w/ Title VI Analysis)
  • BOS approval (Route Abandonments and/or Fare Changes)

Spring 2027

  • Develop final service plan and schedule materials
  • Conduct outreach to inform customers of coming service cuts

Summer 2027

  • Implement approved Muni service cuts

Fall 2027

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  • Despite our financial challenges, Muni riders gave us their highest satisfaction rating in the 25-year history of our customer satisfaction survey.
  • 78% of riders rated Muni service as excellent or good.
  • This is six points higher than our 2024 overall satisfaction rating, which was already a historic high.

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In 2025, Muni riders gave us their highest satisfaction rating ever

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Thank you! Questions?

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Appendix

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Transit and Parking Revenue Changes

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Policy Changes

Parking Revenue:

  • Increase citation late penalties by 10%
  • Increase meter rates $0.25 in FY27-28
  • Increased meter recovery construction/temp no-parking permits
  • Pass-through online credit card fees
  • Select fine reductions

Tourism Revenue:

  • Cable Car Plus - $18 (up to 2 youth ride frees)
  • Cable Car Single Ride Ticket - $12 (through December 2027)

Daily Rider Revenue:

  • Eliminate Clipper Discount in FY26-27
  • Index fares in FY27-28
  • Implement Fare Capping