,,ii ,cal5d> ,no4 #dfd #aag? ,,congress #b;d ,session ,h4 ,r4 #ecgf ,,9 ,,! ,,s5ate ,,( ,,! ,,unit$ ,,/ates ,augu/ #b1 #bjbb,receiv$2 read ! fir/ "t ,augu/ #c1 #bjbb,read ! second "t & plac$ on ! cal5d> ,,an ,,act ,to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 ,i ,committee on ,agriculture ,a ,g5]al provisions #ajjja4 ,def9itions ,9 ?is title3 7#a7 ,! t]m insul> area has ! mean+ giv5 su* t]m 9 section #adjd ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #cajc74 7#b7 ,! t]m ,secret>y means ! ,secret>y ( ,agriculture4 ,b ,=e/ry #aajja4 ,national =e/ sy/em re/oration & fuels r$uction projects 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #aj1jjj1jjj1jjj = haz>d\s fuels r$uction projects on ,national ,=e/ ,sy/em l& )9 ! wildl&-urban int]face2 7#b7 #d1jjj1jjj1jjj =1 on a det]m9ation made solely by ! ,secret>y t haz>d\s fuels r$uction projects )9 ! wildl&-urban int]face describ$ 9 p>agraph 7#a7 h be5 plann$ to protect1 to ! ext5t practicable1 at-risk communities1 haz>d\s fuels r$uction projects on ,national ,=e/ ,sy/em l& outside ! wildl&-urban int]face t are-- 7,a7 prim>ily noncomm]cial 9 nature1 provid$ t1 9 accordance ) ! be/ available sci5ce1 ! h>ve/ ( m]*antable mat]ials %all be ecologically appropriate = re/oration & to enhance ecological heal? & function1 & any sale ( m]*antable mat]ials "u ?is p>agraph %all be limit$ to small diamet] trees or biomass t are a byproduct ( haz>d\s fuel r$uction projects2 7,b7 collaboratively develop$2 & 7,c7 c>ri$ out 9 a mann] t enhances ! ecological integrity & a*ieves ! re/oration ( a =e/ ecosy/em2 maximizes ! ret5tion ( old-gr[? & l>ge trees1 z appropriate = ! =e/ type2 & prioritizes prescrib$ fire z ! prim>y means to a*ieve modifi$ wildl& fire behavior2 7#c7 #a1jjj1jjj1jjj = vegetation managem5t projects c>ri$ out solely on ,national ,=e/ ,sy/em l& t ! ,secret>y %all select foll[+ ! receipt ( proposals submitt$ 9 accordance ) subsections 7a71 7b71 & 7c7 ( section #djjc ( ! ,omnibus ,public ,l& ,managem5t ,act ( #bjji 7#af ,u4,s4,c4 #gcjc72 7#d7 #djj1jjj1jjj = vegetation managem5t projects on ,national ,=e/ ,sy/em l& c>ri$ out 9 accordance ) a wat] s\rce managem5t plan or a wat]%$ protection & re/oration action plan2 7#e7 #djj1jjj1jjj = vegetation managem5t projects on ,national ,=e/ ,sy/em l& t-- 7,a7 ma9ta91 or contribute t[>d ! re/oration (1 ref]5ce old gr[? *>act]i/ics1 includ+ /ructure1 composition1 function1 & connectivity2 7,b7 prioritize small diamet] trees & prescrib$ fire to modify fire behavior2 & 7,c7 maximize ! ret5tion ( l>ge trees1 z appropriate = ! =e/ type2 7#f7 #dej1jjj1jjj = ! ,legacy ,roads & ,trails program ( ! ,=e/ ,s]vice2 7#g7 #cej1jjj1jjj = ,national ,=e/ ,sy/em l& managem5t plann+ & monitor+1 prioritiz$ on ! assessm5t ( wat]%$1 ecological1 & c>bon conditions on ,national ,=e/ ,sy/em l& & ! revision & am5dm5t ( old] l& managem5t plans t pres5t opportunities to protect1 ma9ta91 re/ore1 & monitor ecological integrity1 ecological conditions = at-risk species1 & c>bon /orage2 7#h7 #ajj1jjj1jjj = ma9t5ance ( trails on ,national ,=e/ ,sy/em l&1 ) a priority on trails t provide to und]s]v$ communities access to ,national ,=e/ ,sy/em l&2 7#i7 #ajj1jjj1jjj = capital ma9t5ance & improvem5ts on ,national ,=e/ ,sy/em l&1 ) a priority on ma9t5ance level #c1 #d1 & #e roads & improvem5ts t re/ore ecological integrity & conditions = at-risk species2 7#aj7 #ajj1jjj1jjj to provide = m effici5t & m effective environm5tal reviews by ! ,*ief ( ! ,=e/ ,s]vice 9 satisfy+ ! obligations ( ! ,*ief ( ! ,=e/ ,s]vice "u ! ,national ,environm5tal ,policy ,act ( #aifi 7#db ,u4,s4,c4 #dcba ?r\gh #dcgjm-#ab72 7#aa7 #ej1jjj1jjj to develop & c>ry out activities & tactics = ! protection ( old] & mature =e/s on ,national ,=e/ ,sy/em l&1 includ+ complet+ an inv5tory ( old] & mature =e/s )9 ! ,national ,=e/ ,sy/em2 7#ab7 #ej1jjj1jjj to develop & c>ry out activities & tactics = ! ma9t5ance & re/oration ( habitat conditions necess>y = ! protection & recov]y ( at-risk species on ,national ,=e/ ,sy/em l&2 7#ac7 #ej1jjj1jjj to c>ry out po/-fire recov]y plans on ,national ,=e/ ,sy/em l& t emphasize ! use ( locally adapt$ native plant mat]ials to re/ore ! ecological integrity ( di/urb$ areas & d n include salvage logg+2 & 7#ad7 #ej1jjj1jjj to develop & c>ry out nonle?al activities & tactics to r$uce human-wildlife conflicts on ,national ,=e/ ,sy/em l&4 7b7 ,priority = fund+ ,= projects describ$ 9 p>agraphs 7#a7 ?r\gh 7#e7 ( subsection 7a71 ! ,secret>y %all prioritize = implem5tation projects-- 7#a7 = :i* an environm5tal assessm5t or an environm5tal impact /atem5t requir$ "u ! ,national ,environm5tal ,policy ,act ( #aifi 7#db ,u4,s4,c4 #dcba ?r\gh #dcgjm-#ab7 has be5 complet$2 7#b7 t are collaboratively develop$2 or 7#c7 t include opportunities to re/ore su/a9able recreation infra/ructure or access or accompli% o!r recreation outcomes on ,national ,=e/ ,sy/em l&s1 if ! opportunities are compatible ) ! prim>y re/oration purposes ( ! project4 7c7 ,limitations ,none ( ! funds made available by ?is section may be us$ = any activity-- 7#a7 conduct$ 9 a wild]ness area or wild]ness /udy area2 7#b7 t includes ! con/ruction ( a p]man5t road or p]man5t trail2 7#c7 t includes ! con/ruction ( a tempor>y road1 except 9 ! case ( a tempor>y road t is decommission$ by ! ,secret>y n lat] ?an #c ye>s aft] ! e>li] (-- 7,a7 ! date on :i* ! tempor>y road is no long] ne$$2 & 7,b7 ! date on :i* ! project = :i* ! tempor>y road 0 con/ruct$ is complet$2 7#d7 inconsi/5t ) ! applicable l& managem5t plan2 7#e7 inconsi/5t ) ! prohibitions ( ! rule ( ! ,=e/ ,s]vice entitl$ ,special ,areas2 ,roadless ,area ,cons]vation 7#ff ,f$4 ,reg4 #cbdd 7,janu>y #ab1 #bjja771 z modifi$ by subp>ts ,c & ,d ( "p #bid ( title #cf1 ,code ( ,f$]al ,regulations2 or 7#f7 c>ri$ out on any l& t is n ,national ,=e/ ,sy/em l&1 includ+ o!r =e/$ l& on ,f$]al1 ,/ate1 ,tribal1 or private l&4 7d7 ,def9itions ,9 ?is section3 7#a7 ,at-risk community ,! t]m at-risk community has ! mean+ giv5 ! t]m 9 section #aja ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #feaa74 7#b7 ,collaboratively develop$ ,! t]m collaboratively develop$ means1 ) respect to a project locat$ exclusively on ,national ,=e/ ,sy/em l&1 t ! project is develop$ & implem5t$ ?r\gh a collaborative process t-- 7,a7 includes multiple int]e/$ p]sons repres5t+ div]se int]e/s1 except su* p]sons %all n be employ$ by ! ,f$]al gov]nm5t or be repres5tatives ( =eign entities2 & 7,b7 7i7 is transp>5t & nonexclusive2 or 7ii7 meets ! requirem5ts = a res\rce advisory committee "u subsections 7c7 ?r\gh 7f7 ( section #bje ( ! ,secure ,rural ,s*ools & ,community ,self-,det]m9ation ,act ( #bjjj 7#af ,u4,s4,c4 #gabe74 7#c7 ,decommission ,! t]m decommission means1 ) respect to a road-- 7,a7 ree/abli%+ native vegetation on ! road2 7,b7 re/or+ any natural dra9age1 wat]%$ function1 or o!r ecological processes t 7 disrupt$ or adv]sely impact$ by ! road by remov+ or hydrologically disconnect+ ! road prism & ree/abli%+ /able slope cont\rs2 & 7,c7 effectively block+ ! road to vehicul> traffic1 :]e feasible4 7#d7 ,ecological integrity ,! t]m ecological integrity has ! mean+ giv5 ! t]m 9 section #bai4ai ( title #cf1 ,code ( ,f$]al ,regulations 7z 9 effect on ! date ( enactm5t ( ?is ,act74 7#e7 ,haz>d\s fuels r$uction project ,! t]m haz>d\s fuels r$uction project means an activity1 includ+ ! use ( prescrib$ fire1 to protect /ructures & communities f wildfire t is c>ri$ out on ,national ,=e/ ,sy/em l&4 7#f7 ,re/oration ,! t]m re/oration has ! mean+ giv5 ! t]m 9 section #bai4ai ( title #cf1 ,code ( ,f$]al ,regulations 7z 9 effect on ! date ( enactm5t ( ?is ,act74 7#g7 ,vegetation managem5t project ,! t]m vegetation managem5t project means an activity c>ri$ out on ,national ,=e/ ,sy/em l& to enhance ! ecological integrity & a*ieve ! re/oration ( a =e/ ecosy/em ?r\gh ! removal ( vegetation1 ! use ( prescrib$ fire1 ! re/oration ( aquatic habitat1 or ! decommission+ ( an unau?oriz$1 tempor>y1 or sy/em road4 7#h7 ,wat] s\rce managem5t plan ,! t]m wat] s\rce managem5t plan means a plan develop$ "u section #cjc7;d77#a7 ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #fedb7;d77#a774 7#i7 ,wat]%$ protection & re/oration action plan ,! t]m wat]%$ protection & re/oration action plan means a plan develop$ "u section #cjd7;a77#c7 ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #fedc7;a77#c774 7#aj7 ,wildl&-urban int]face ,! t]m wildl&-urban int]face has ! mean+ giv5 ! t]m 9 section #aja ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #feaa74 7e7 ,limitations ,no?+ 9 ?is section %all be int]pret$ to au?orize funds ( ! ,commodity ,cr$it ,corporation = activities "u ?is section if su* funds are n expressly au?oriz$ or curr5tly exp5d$ = su* purposes4 7f7 ,co/-%>+ requirem5t ,any p>tn]%ip agreem5ts1 includ+ coop]ative agreem5ts & mutual int]e/ agreem5ts1 us+ funds made available "u ?is section %all be subject to a non-,f$]al co/-%>e requirem5t ( n less ?an #bj p]c5t ( ! project co/1 :i* may be waiv$ at ! discretion ( ! ,secret>y4 #aajjb4 ,non-,f$]al l& =e/ re/oration & fuels r$uction projects & rese>* 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #b1jjj1jjj1jjj to aw>d grants to ,tribal1 ,/ate1 or local gov]nm5ts or ! gov]nm5t ( ! ,di/rict ( ,columbia1 regional organizations1 special di/ricts1 or nonpr(it organizations to support1 on non-,f$]al l&1 =e/ re/oration & resili5ce projects1 includ+ projects to r$uce ! risk ( wildfires & e/abli% def5sible space ar\nd /ructures )9 at-risk communities 7z def9$ 9 section #aja ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #feaa772 7#b7 #a1jjj1jjj1jjj to aw>d grants to ,tribal1 ,/ate1 or local gov]nm5ts or ! gov]nm5t ( ! ,di/rict ( ,columbia1 regional organizations1 special di/ricts1 or nonpr(it organizations to implem5t community wildfire protection plans 7z def9$ 9 section #aja ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #feaa77 9 exi/5ce on ! date ( ! enactm5t ( ?is ,act1 pur*ase firefight+ equipm5t1 provide firefight] tra9+1 & increase ! capacity = plann+1 coord9at+1 & monitor+ projects on non-,f$]al l& to protect at-risk communities 7z def9$ 9 section #aja ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #feaa772 7#c7 #bej1jjj1jjj to aw>d grants to ,tribal1 ,/ate1 or local gov]nm5ts or ! gov]nm5t ( ! ,di/rict ( ,columbia1 regional organizations1 special di/ricts1 or nonpr(it organizations = projects on non-,f$]al l& to aid 9 ! recov]y & rehabilitation ( burn$ =e/$ areas1 includ+ re=e/ation2 7#d7 #age1jjj1jjj to aw>d grants to ,tribal1 ,/ate1 or local gov]nm5ts or ! gov]nm5t ( ! ,di/rict ( ,columbia1 regional organizations1 special di/ricts1 or nonpr(it organizations = projects on non-,f$]al l& to exp& equitable outdoor access & promote t\rism on non-,f$]al =e/$ l& = memb]s ( und]s]v$ gr\ps2 7#e7 #aej1jjj1jjj = ! ,/ate ,fire ,assi/ance & ,volunte] ,fire ,assi/ance programs e/abli%$ pursuant to section #aj7;b7 ( ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #bajf7;b77 to be di/ribut$ at ! discretion ( ! ,secret>y2 7#f7 #aej1jjj1jjj = ! implem5tation ( ,/ate-wide =e/ res\rce /rategies "u section #b;,a ( ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #baja;a72 7#g7 #bej1jjj1jjj = ! competitive grant program "u section #ac;,a ( ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #baji;a7 = provid+ ?r\gh t program a co/ %>e to c>ry out climate mitigation or =e/ resili5ce practices 9 ! case ( und]s]v$ =e/ l&[n]s1 subject to ! condition t subsection 7h7 ( t section %all n apply2 7#h7 #bej1jjj1jjj = ! competitive grant program "u section #ac;,a ( ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #baji;a7 = provid+ ?r\gh t program grants to support ! p>ticipation ( und]s]v$ =e/ l&[n]s 9 em]g+ private m>kets = climate mitigation or =e/ resili5ce1 subject to ! condition t subsection 7h7 ( t section %all n apply2 7#i7 #bej1jjj1jjj = ! competitive grant program "u section #ac;,a ( ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #baji;a7 = provid+ ?r\gh t program grants to support ! p>ticipation ( =e/ l&[n]s :o own less ?an #b1ejj acres ( =e/ l& 9 em]g+ private m>kets = climate mitigation or =e/ resili5ce1 subject to ! condition t subsection 7h7 ( t section %all n apply2 7#aj7 #ejj1jjj1jjj = ! competitive grant program "u section #ac;,a ( ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #baji;a7 to provide grants to /ates & o!r eligible entities to provide paym5ts to own]s ( private =e/ l& = implem5tation ( =e/ry practices on private =e/ l&1 t are det]m9$ by ! ,secret>y1 bas$ on ! be/ available sci5ce1 to provide measurable increases 9 c>bon seque/ration & /orage beyond cu/om>y practices on comp>able l&1 subject to ! conditions t-- 7,a7 ^? paym5ts %all n preclude l&[n]s f p>ticipation 9 o!r public & private sector f9ancial inc5tive programs2 & 7,b7 subsection 7h7 ( t section %all n apply2 7#aa7 #ej1jjj1jjj = ! =e/ inv5tory & analysis program e/abli%$ "u section #c7;e7 ( ! ,=e/ & ,rangel& ,r5ewable ,res\rces ,rese>* ,act ( #aigh 7#af ,u4,s4,c4 #afdb7;e77 = activities & tactics to accel]ate & exp& exi/+ rese>* ef=ts to improve =e/ c>bon monitor+ te*nologies to bett] pr$ict *anges 9 =e/ c>bon due to climate *ange2 7#ab7 #ajj1jjj1jjj = ! =e/ inv5tory & analysis program e/abli%$ "u section #c7;e7 ( ! ,=e/ & ,rangel& ,r5ewable ,res\rces ,rese>* ,act ( #aigh 7#af ,u4,s4,c4 #afdb7;e77 to c>ry out recomm5dations f a panel ( relevant exp]ts conv5$ by ! ,secret>y t has review$ &1 bas$ on ! review1 issu$ recomm5dations reg>d+ ! curr5t priorities & future ne$s ( ! =e/ inv5tory & analysis program ) respect to climate *ange1 =e/ heal?1 su/a9able wood products1 & increas+ c>bon /orage 9 =e/s2 7#ac7 #ej1jjj1jjj = ! =e/ inv5tory & analysis program e/abli%$ "u section #c7;e7 ( ! ,=e/ & ,rangel& ,r5ewable ,res\rces ,rese>* ,act ( #aigh 7#af ,u4,s4,c4 #afdb7;e77 to provide enhancem5ts to ! te*nology manag$ & us$ by ! =e/ inv5tory & analysis program1 includ+ cl\d comput+ & remote s5s+ = purposes su* z small area e/imation2 7#ad7 #gge1jjj1jjj to provide grants "u ! wood innovation grant program "u section #hfdc ( ! ,agriculture ,improvem5t ,act ( #bjah 7#g ,u4,s4,c4 #gfee;d71 includ+ = ! con/ruction ( new facilities t advance ! purposes ( ! program1 subject to ! conditions t ! am\nt ( su* a grant %all be n m ?an #e1jjj1jjj2 not)/&+ subsection 7d7 ( t section1 a recipi5t ( su* a grant %all provide funds equal to n less ?an #ej p]c5t ( ! am\nt receiv$ "u ! grant1 to be d]iv$ f non-,f$]al s\rces2 & a priority %all be plac$ on projects t create a f9ancial model = address+ =e/ re/oration ne$s on public or private =e/ l&2 & 7#ae7 #ej1jjj1jjj = ! rese>* mission area ( ! ,=e/ ,s]vice to c>ry out gre5h\se gas life cycle analyses ( dome/ic wood products4 7b7 ,fund+ = re/oration on non-,f$]al areas by ,/ates ,! ,secret>y may use am\nts made available by ?is section to c>ry out eligible projects z det]m9$ by ! ,secret>y1 au?oriz$ 9 subsection 7a7 on non-,f$]al l& ^u ! reque/ ( ! ,gov]nor ( t ,/ate1 or1 9 ! case ( ! ,di/rict ( ,columbia1 ! ,mayor4 7c7 ,co/-%>+ requirem5t ,any p>tn]%ip agreem5ts1 includ+ coop]ative agreem5ts & mutual int]e/ agreem5ts1 us+ funds made available "u ?is section %all be subject to a non-,f$]al co/-%>e requirem5t ( n less ?an #bj p]c5t ( ! project co/1 :i* may be waiv$ at ! discretion ( ! ,secret>y4 7d7 ,limitations ,no?+ 9 ?is section %all be int]pret$ to au?orize funds ( ! ,commodity ,cr$it ,corporation = activities "u ?is section if su* funds are n expressly au?oriz$ or curr5tly exp5d$ = su* purposes4 #aajjc4 ,/ate & private =e/ry cons]vation programs 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #a1bej1jjj1jjj to provide competitive grants to ,/ates ?r\gh ! ,=e/ ,legacy ,program e/abli%$ "u section #g ( ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #bajc;c7 to acquire l& & int]e/s 9 l&1 ) priority giv5 to grant applications t (f] significant natural c>bon seque/ration b5efits1 contribute to ! resili5ce ( community infra/ructure1 local economies1 or natural sy/ems1 or provide b5efits to und]s]v$ populations2 7#b7 #b1ejj1jjj1jjj to provide multi-ye>1 programmatic1 competitive grants to a ,/ate ag5cy1 a local gov]nm5tal entity1 & ag5cy or gov]nm5tal entity ( ! ,di/rict ( ,columbia1 an ,indian ,tribe1 or a nonpr(it organization ?r\gh ! ,urban & ,community ,=e/ry ,assi/ance program e/abli%$ "u section #i7;c7 ( ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #baje7;c77 = tree plant+ & relat$ activities to increase tree equity & community tree canopy & associat$ societal & climate co-b5efits1 ) a priority = projects t b5efit und]s]v$ populations2 & 7#c7 #ajj1jjj1jjj = ! acquisition ( urban & community =e/s ?r\gh ! ,community ,=e/ & ,op5 ,space ,program ( ! ,=e/ ,s]vice4 7b7 ,waiv] ,any non-,f$]al co/-%>e requirem5t o!rwise applicable to projects c>ri$ out "u ?is section may be waiv$ at ! discretion ( ! ,secret>y4 #aajjd4 ,limitation ,! funds made available "u ?is subtitle are subject to ! condition t ! ,secret>y %all n-- 7#a7 ent] into any agreem5t-- 7,a7 t is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 "u :i* any paym5t c\ld be outlaid or funds disburs$ aft] ,septemb] #cj1 #bjca2 or 7#b7 use any o!r funds available to ! ,secret>y to satisfy obligations initially made "u ?is subtitle4 #aajje4 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjca1 = adm9i/rative co/s ( ! ag5cies & (fices ( ! ,dep>tm5t ( ,agriculture = co/s relat$ to implem5t+ ?is subtitle4 ,c ,rural developm5t & agricultural cr$it & outrea* #a ,rural developm5t #abjja4 ,additional support = ,,usda rural wat] programs ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 & not)/&+ sections #cha;,e ?r\gh #cha;,h & #cha,n ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #bjji;d ?r\gh #bjji;g & #bjjim71 #ig1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/ ( grants = rural wat] & wa/e wat] programs au?oriz$ by sections #cjf1 #cjf;,c1 & #cjf;,d & describ$ 9 sections #cjf;,c7a77#b7 & #cjf;,d ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 9 p]si/5t pov]ty c\nties 7or1 not)/&+ any population limits specifi$ 9 section #cdc ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act1 a c\nty seat ( a p]si/5t pov]ty c\nty ) a population t does n exce$ ! au?oriz$ population limit by m ?an #aj p]c5t71 ,tribal l&s1 colonias1 & insul> areas1 subject to ! condition t ! p]=mance ( any con/ruction "w complet$ ) am\nts provid$ "u ?is section meet ! condition describ$ 9 section #ijjc7;f7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajc7;f774 #abjjb4 ,,usda rural wat] grants = lead rem$iation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$ & not)/&+ sections #cha;,e ?r\gh #cha;,h & #cha,n ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #bjji;d ?r\gh #bjji;g & #bjjim71 #igj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 not)/&+ section #cjf;,c7a77#b77;,a7 ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #aibf;c7a77#b77;,a771 = grants "u sections #cjf;,c7a77#a77;,a7 & #cjf7;a77#b7 ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #aibf;c7a77#a77;,a7 & #aibf7;a77#b77 = ! purpose ( replacem5t ( s]vice l9es t conta9 lead1 subject to ! condition t ! p]=mance ( any con/ruction "w complet$ ) am\nts provid$ "u ?is section meet ! condition describ$ 9 section #ijjc7;f7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajc7;f774 #abjjc4 ,additional fund+ = electric loans = r5ewable en]gy 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1hhj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/ ( loans "u section #cag ( ! ,rural ,electrification ,act ( #aicf 7#g ,u4,s4,c4 #idj;g71 includ+ = projects t /ore electricity t supports ! types ( eligible projects "u su* section1 :i* %all be =giv5 9 :ole or 9 "p bas$ on h[ ! borr[] & ! project meets ! t]ms & conditions = loan =giv5ess consi/5t ) ! purposes ( su* section e/abli%$ by ! ,secret>y1 subject to ! condition t ! p]=mance ( any con/ruction "w complet$ ) am\nts provid$ "u ?is section meet ! condition describ$ 9 section #ijjc7;f7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajc7;f774 7b7 ,limitation ,! ,secret>y %all n ent] into any loan agreem5t pursuant to ?is section t c\ld result 9 disbursem5ts aft] ,septemb] #cj1 #bjca4 #abjjd4 ,rural en]gy sav+s program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out section #fdjg ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg;a7 & ?is section1 subject to ! condition t ! p]=mance ( any con/ruction "w complet$ ) am\nts provid$ "u ?is section meet ! condition describ$ 9 section #ijjc7;f7 ( su* ,act 7#g ,u4,s4,c4 #hajc7;f774 7b7 ,use ( funds 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b7 ( ?is subsection1 at ! election ( an eligible entity 7z def9$ 9 section #fdjg7;b7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg;a7b777 to :i* a loan is made "u section #fdjg7;c7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg;a7c771 ! ,secret>y %all make a grant to ! eligible entity 9 an am\nt equal to n m ?an #e p]c5t ( ! loan am\nt = ! purposes ( co/s incurr$ 9-- 7,a7 apply+ = a loan receiv$ "u section #fdjg7;c7 ( su* ,act2 7,b7 mak+ a loan "u section #fdjg7;d7 ( su* ,act2 7,c7 mak+ repairs to ! prop]ty ( a qualifi$ consum] t facilitate ! en]gy effici5cy measures = ! prop]ty f9anc$ ?r\gh a loan "u section #fdjg7;d7 ( su* ,act2 7,d7 ent]+ into a contract "u section #fdjg7;e7 ( su* ,act2 or 7,e7 c>ry+ out ! duties ( an eligible entity "u section #fdjg ( su* ,act4 7#b7 ,p]si/5t pov]ty c\nties ,9 ! case t ! grant is = ! purpose ( mak+ a loan "u section #fdjg7;d7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg;a7d77 to a qualifi$ consum] 7z def9$ 9 section #fdjg7;b7 ( su* ,act7 9 a p]si/5t pov]ty c\nty 7z det]m9$ by ! ,secret>y71 ! p]c5tage limitation 9 p>agraph 7#a7 ( ?is subsection %all be #aj p]c5t4 7c7 ,limitation ,! ,secret>y %all n ent] into any loan agreem5t pursuant to ?is section t c\ld result 9 disbursem5ts aft] ,septemb] #cj1 #bjca1 or any grant agreem5t pursuant to ?is section t c\ld result 9 any outlays aft] ,septemb] #cj1 #bjca4 #abjje4 ,rural ,en]gy = ,am]ica ,program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 = eligible projects "u section #ijjg ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg7 & subject to ! conditions t ! p]=mance ( any con/ruction "w complet$ ) am\nts provid$ "u ?is subsection meet ! condition describ$ 9 section #ijjc7;f7 ( su* ,act1 & not)/&+ section #ijjg7;c77#c77;,a7 ( su* ,act1 ! am\nt ( a grant %all n exce$ #ej p]c5t ( ! co/ ( ! activity c>ri$ out us+ ! grant funds-- 7#a7 #hbj1bej1jjj = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca2 & 7#b7 #ahj1bgf1ejj = ea* ( fiscal ye>s #bjbc ?r\gh #bjbg1 to rema9 available until ,septemb] #cj1 #bjca4 7b7 ,und]utiliz$ r5ewable en]gy te*nologies ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to provide grants & loans gu>ante$ by ! ,secret>y 7includ+ ! co/s ( su* loans7 "u ! program describ$ 9 subsection 7a7 ( ?is section relat+ to und]utiliz$ r5ewable en]gy te*nologies1 & to provide te*nical assi/ance = apply+ to ! program describ$ 9 subsection 7a7 ( ?is section1 includ+ = und]utiliz$ r5ewable en]gy te*nologies1 subject to ! conditions t ! p]=mance ( any con/ruction "w complet$ ) am\nts provid$ "u ?is subsection meet ! condition describ$ 9 section #ijjc7;f7 ( su* ,act &1 not)/&+ section #ijjg7;c77#c77;,a7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg7;c77#c77;,a771 ! am\nt ( a grant %all n exce$ #ej p]c5t ( ! co/ ( ! activity c>ri$ out us+ ! grant funds1 & to ! ext5t ! foll[+ am\nts rema9 available at ! end ( ea* fiscal ye>1 ! ,secret>y %all use su* am\nts 9 accordance ) subsection 7a7 ( ?is section-- 7#a7 #add1gej1jjj = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca2 & 7#b7 #ca1hac1ejj = ea* ( fiscal ye>s #bjbc ?r\gh #bjbg1 to rema9 available until ,septemb] #cj1 #bjca4 7c7 ,limitation ,! ,secret>y %all n ent] into any loan agreem5t pursuant to ?is section t c\ld result 9 disbursem5ts aft] ,septemb] #cj1 #bjca or any grant agreem5t pursuant to ?is section t c\ld result 9 any outlays aft] ,septemb] #cj1 #bjca4 #abjjf4 ,bi(uel infra/ructure & agriculture product m>ket expansion 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ifj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ?is section4 7b7 ,use ( funds ,! ,secret>y %all use ! am\nts made available by subsection 7a7 to provide grants1 = :i* ! ,f$]al %>e %all be n m ?an #ge p]c5t ( ! total co/ ( c>ry+ out a project = :i* ! grant is provid$1 on a competitive basis1 to transportation fuel+ facilities & di/ribution facilities1 includ+ fuel+ /ations1 conv5i5ce /ores1 hyp]m>ket retail] fuel+ /ations1 fleet facilities1 z well z fuel t]m9al op]ations1 mid-/ream p>tn]s1 & heat+ oil di/ribution facilities or equival5t entities1 subject to ! condition t ! p]=mance ( any con/ruction "w complet$ ) am\nts provid$ "u ?is section %all meet ! condition describ$ 9 section #ijjc7;f7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajc7;f77-- 7#a7 to in/all1 retr(it1 or o!rwise upgrade fuel disp5s]s or pumps & relat$ equipm5t1 /orage tank sy/em compon5ts1 & o!r infra/ructure requir$ at a location relat$ to disp5s+ c]ta9 bi(uels bl5ds to ensure ! increas$ sales ( fuels ) high levels ( commodity-bas$ e?anol & biodiesel t are at or great] ?an ! levels requir$ 9 ! ,notice ( ,fund+ ,availability = ! ,high] ,bl5ds ,infra/ructure ,inc5tive ,program = ,fiscal ,ye> #bjbj1 publi%$ 9 volume #he ( ! ,f$]al ,regi/] 7#he ,f$4 ,reg4 #bffef71 z det]m9$ by ! ,secret>y2 & 7#b7 to build & retr(it di/ribution sy/ems = e?anol bl5ds1 traditional & pipel9e biodiesel t]m9al op]ations 7includ+ rail l9es71 & home heat+ oil di/ribution c5t]s or equival5t entities-- 7,a7 to bl5d biodiesel2 & 7,b7 to c>ry e?anol & biodiesel4 7c7 ,limitation ,! ,secret>y may n limit ! am\nt ( fund+ an eligible entity may receive "u ?is section4 #abjjg4 ,,usda assi/ance = rural electric coop]atives 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #i1gjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! long-t]m resili5cy1 reliability1 & af=dability ( rural electric sy/ems1 by provid+ to an eligible entity 7def9$ z an electric coop]ative describ$ 9 section #eja7;c77#ab7 or #acha7;a77#b7 ( ! ,int]nal ,rev5ue ,code ( #aihf & is or has be5 a ,rural ,utilities ,s]vice electric loan borr[] pursuant to ! ,rural ,electrification ,act ( #aicf or s]v+ a pr$om9antly rural area7 assi/ance "u p>agraphs 7#a7 & 7#b7 by aw>d+ su* assi/ance to eligible entities = purposes describ$ 9 section #caj;,b7a77#b77;,c7 ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7provid$ t ! t]m r5ewable en]gy sy/em 9 t p>agraph has ! mean+ giv5 su* t]m 9 section #ijja7af7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb7 & = c>bon capture & /orage sy/ems1 t w a*ieve ! greate/ r$uction 9 gre5h\se gas emissions associat$ ) rural electric sy/ems us+ su* assi/ance & t w o!rwise aid disadvantag$ rural communities 7z det]m9$ by ! ,secret>y71 subject to ! condition t any con/ruction "w complet$ ) am\nts provid$ "u ?is section %all meet ! condition describ$ 9 section #ijjc7;f7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajc7;f771 :5-- 7#a7 mak+ grants & loans 7includ+ ! co/ ( loans & modifications !re(7 to pur*ase r5ewable en]gy 7z def9$ 9 section #ijja7ae7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #haja7ae7771 pur*ase r5ewable en]gy sy/ems 7z def9$ 9 section #ijja7af7 ( t ,act 7#g ,u4,s4,c4 #haja7af7771 & c>bon capture & /orage sy/ems1 deploy su* sy/ems1 or make en]gy effici5cy improvem5ts aft] ! date ( enactm5t ( ?is ,act2 & 7#b7 mak+ grants = debt relief & o!r co/s associat$ ) t]m9at+1 aft] ! date ( enactm5t ( ?is ,act or up to "o ye> prior to ! date ( enactm5t1 ! use (-- 7,a7 facilities op]at+ on nonr5ewable en]gy2 & 7,b7 relat$ transmission assets4 7b7 ,limitation ,no eligible entity may receive an am\nt equal to m ?an #aj p]c5t ( ! total am\nt made available by ?is section4 7c7 ,prohibition ,no?+ 9 ?is section %all be int]pret$ to au?orize funds ( ! ,commodity ,cr$it ,corporation = activities "u ?is section if su* funds are n expressly au?oriz$ or curr5tly exp5d$ = su* purposes4 #abjjh4 ,rural p>tn]%ip program 7a7 ,rural prosp]ity developm5t grants 7#a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #hgc1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide grants to support rural developm5t "u ?is subsection1 subject to ! condition t ! recipi5t ( a grant "u ?is subsection %all contribute a non-,f$]al mat* ( #be p]c5t ( ! am\nt ( ! grant1 :i* may be satisfi$ ?r\gh an 9-k9d contribution1 except t ! ,secret>y may waive su* mat*+ requirem5t on a f9d+ t ! recipi5t ( ! applicable grant is economically di/ress$4 7#b7 ,allocation ( funds 7,a7 ,=mula ,! ,secret>y %all e/abli% a =mula pursuant to :i* ! ,secret>y %all allocate1 = ea* ,/ate & = ,tribal gov]nm5ts1 an am\nt to be provid$ "u ?is subsection to eligible applicants describ$ 9 p>agraph 7#c74 7,b7 ,requirem5ts 7i7 ,=mula ,! =mula e/abli%$ "u subp>agraph 7,a7 %all include a graduat$ scale = ! am\nt to be allocat$ "u ?is subsection = eligible applicants 9 ea* ,/ate & eligible applicants ( ,tribal gov]nm5ts1 ) high] am\nts provid$ bas$ on l[] populations & l[] income levels1 z det]m9$ by ! ,secret>y4 7ii7 ,aw>d ,9 aw>d+ grants "u ?is subsection to eligible applicants 9 ea* ,/ate & eligible applicants ( ,tribal gov]nm5ts1 ! ,secret>y %all give priority to eligible applicants repres5t+ a micropolitan /ati/ical area 7z def9$ by ! ,(fice ( ,managem5t & ,budget 9 ,,omb ,bullet9 ,no4 #bj-ja 7effective ,m>* #bjbj7 & any subsequ5t updates7 & #a or m rural areas contigu\s to t micropolitan /ati/ical area or eligible applicants repres5t+ high pov]ty areas 7z det]m9$ by ! ,secret>y7 provid$ t ! ,secret>y may aw>d additional grants or fund+ "u ?is subsection to implem5t activities pursuant to a rural developm5t plan ^u ! ,secret>y's approval ( ! recipi5t's plan & report on ! use ( ea* grant provid$ to ! recipi5t "u ?is subsection4 7#c7 ,eligible applicants ,! ,secret>y may make a grant "u ?is subsection to a p>tn]%ip no memb] ( :i* has receiv$ a grant "u subsection 7b7 & t-- 7,a7 is compos$ ( entities repres5t+ a region compos$ ( #a or m rural areas1 includ+-- 7i7 except z provid$ 9 subp>agraph 7,b71 #a or m (-- 7,i7 a unit ( local gov]nm5t2 7,,ii7 a ,tribal gov]nm5t2 or 7,,iii7 an au?ority1 ag5cy1 or in/rum5tality ( an entity describ$ 9 subclauses 7,i7 or 7,,ii72 & 7ii7 a qualifi$ nonpr(it or =-pr(it organization1 z det]m9$ by ! ,secret>y2 7,b7 does n include a memb] describ$ 9 subp>agraph 7,a77i71 b demon/rates significant community support suffici5t to support a likelihood ( success on ! propos$ projects1 z det]m9$ by ! ,secret>y2 & 7,c7 demon/rates1 z det]m9$ by ! ,secret>y1 coop]ation among ! memb]s ( ! p>tn]%ip necess>y to complete compreh5sive rural developm5t1 ?r\gh align+ gov]nm5t inve/m5t1 lev]ag+ nongov]nm5tal res\rces1 build+ economic resili5ce1 & aid+ economic recov]y1 includ+ 9 communities impact$ by economic transitions & climate *ange4 7#d7 ,eligible activities ,! use ( grant funds provid$ "u ?is subsection may be us$ = ! foll[+ purposes1 provid$ t1 :]e applicable1 ! p]=mance ( any con/ruction "w complet$ ) ! grant funds %all meet ! condition describ$ 9 section #ijjc7;f7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajc7;f773 7,a7 ,conduct+ compreh5sive rural developm5t & pre-developm5t activities & plann+4 7,b7 ,support+ organizational op]at+ exp5ses relat+ to ! rural developm5t activities = :i* ! grant 0 provid$4 7,c7 ,implem5t+ plann$ rural developm5t activities & projects4 7#e7 ,limitation ,n m ?an #be p]c5t ( am\nts receiv$ by a recipi5t ( a grant "u ?is subsection may be us$ to satisfy a ,f$]al mat*+ requirem5t4 7b7 ,rural prosp]ity innovation grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ig1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide grants to entities t h n receiv$ a grant "u subsection 7a7 & t is a qualifi$ nonpr(it corporation t s]ves rural areas 7z det]m9$ by ! ,secret>y7 or an in/itution ( high] education t s]ves rural areas 7z det]m9$ by ! ,secret>y71 subject to ! condition t ! recipi5t ( su* grant %all contribute a non-,f$]al mat* ( #bj p]c5t ( ! am\nt ( ! grant1 :i* may be us$-- 7#a7 to support activities ( ! recipi5t relat+ to-- 7,a7 developm5t & pr$evelopm5t plann+ aspects ( rural developm5t2 & 7,b7 organizational capacity-build+ necess>y to support ! rural developm5t activities fund$ by ! grant2 & 7#b7 to support ! recipi5t ( a grant "u subsection 7a7 9 c>ry+ out activities = :i* t grant 0 provid$4 7c7 ,def9itions ,9 ?is section3 7#a7 ,rural area ,! t]m rural area has ! mean+ giv5 ! t]m 9 section #cdc7;a77#ac77;,c7 ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #aiia7;a77#ac77;,c774 7#b7 ,/ate ,! t]m ,/ate has ! mean+ giv5 ! t]m 9 section #adjd ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #cajc74 #abjji4 ,additional ,,usda rural developm5t adm9i/rative funds ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #eec1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = adm9i/rative co/s & sal>ies & exp5ses = ! ,rural ,developm5t mission area & exp5ses ( ! ag5cies & (fices ( ! ,dep>tm5t = co/s relat$ to implem5t+ ?is "p4 #b ,agricultural cr$it & outrea* #abaja4 ,assi/ance = c]ta9 f>m loan borr[]s ,section #ajje ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b7 is am5d$ to read z foll[s3 #ajje4 ,assi/ance = c]ta9 f>m loan borr[]s 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( am\nts 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 su* sums z may be necess>y = ! co/ ( paym5ts "u subsection 7b72 & 7#b7 #a1jbj1jjj1jjj to provide paym5ts or loan modifications or o!rwise c>ry out ! au?orities "u section #cca7;b77#d7 ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #aiha7;b77#d771 us+ a c5traliz$ process adm9i/]$ f ! national (fice1 = ,f>m ,s]vice ,ag5cy direct loan & loan gu>antee borr[]s1 focus+ on borr[]s :o are at risk 7z det]m9$ by ! ,secret>y ( ,agriculture us+ factors t may include :e!r ! borr[] is a limit$ res\rce f>m] or ran*]1 ! am\nt ( paym5ts receiv$ by ! borr[] dur+ cal5d> ye>s #bjbj & #bjba "u ! ,coronavirus ,food ,assi/ance ,program ( ! ,dep>tm5t ( ,agriculture1 & o!r factors1 z det]m9$ by ! ,secret>y74 7b7 ,paym5ts 7#a7 ,9 g5]al ,! ,secret>y %all provide a paym5t 9 an am\nt up to #ajj p]c5t ( ! out/&+ indebt$ness ( ea* economically di/ress$ borr[] on eligible f>m debt4 7#b7 ,o!r paym5ts 7,a7 ,9 g5]al ,= ea* f>m] & ran*] ) out/&+ indebt$ness on eligible f>m debt t does n qualify = a paym5t "u p>agraph 7#a71 ! ,secret>y %all provide a paym5t t is equal to1 subject to subp>agraph 7,b71 ! less] (-- 7i7 ! am\nt ( ! out/&+ indebt$ness ( ! f>m] or ran*] on eligible f>m debt2 & 7ii7 #aej1jjj4 7,b7 ,r$uction ,a paym5t det]m9$ "u subp>agraph 7,a7 %all be r$uc$ by ! am\nt equal to ! sum obta9$ by add+-- 7i7 ! total ( ! paym5ts receiv$ by ! f>m] or ran*] dur+ cal5d> ye> #bjbj pursuant to ! ,coronavirus ,food ,assi/ance ,program ( ! ,dep>tm5t ( ,agriculture2 & 7ii7 ! total ( ! paym5ts receiv$ by ! f>m] or ran*] dur+ cal5d> ye>s #bjah & #bjai pursuant to ! ,m>ket ,facilitation ,program ( ! ,dep>tm5t ( ,agriculture4 7c7 ,def9itions ,9 ?is section3 7#a7 ,economically di/ress$ borr[] ,! t]m economically di/ress$ borr[] means a f>m] or ran*] t1 z det]m9$ by ! ,secret>y-- 7,a7 0 #ij days or m del9qu5t ) respect to an eligible f>m debt z ( ,april #cj1 #bjba2 7,b7 0 #ij days or m del9qu5t ) respect to an eligible f>m debt z ( ,decemb] #ca1 #bjbj2 7,c7 op]ates a f>m or ran* ^: headqu>t]s ( op]ation1 z det]m9$ by ! ,secret>y1 location is-- 7i7 9 a c\nty ) a pov]ty rate ( n less ?an #bj p]c5t1 z det]m9$-- 7,i7 9 ! #aiij or #bjjj dec5nial c5sus2 or 7,,ii7 9 ! ,small ,area ,income & ,pov]ty ,e/imates ( ! ,bureau ( ! ,c5sus = ! mo/ rec5t ye> = :i* ! ,e/imates are available z ( ! date ( enactm5t ( ! ,act entitl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad2 7ii7 9 a ,,zip ,code ) a pov]ty rate ( n less ?an #bj p]c5t1 z det]m9$ by ! ,secret>y2 or 7iii7 on l& held 9 tru/ by ! ,unit$ ,/ates = ! b5efit ( an ,indian ,tribe or an individual ,indian2 7,d7 owes m int]e/ ?an pr9cipal ) respect to an eligible f>m debt z ( ,july #ca1 #bjba2 7,e7 is und]go+ bankruptcy or =eclosure or is 9 o!r f9ancially di/ress$ categories1 z det]m9$ by ! ,secret>y1 z ( ,july #ca1 #bjba2 7,f7 receiv$ a ,dep>tm5t ( ,agriculture disa/] set aside aft] ,janu>y #a1 #bjbj2 7,g7 has re/ructur$ an eligible f>m debt #c or m times z ( ,july #ca1 #bjba2 or 7,h7 has re/ructur$ an eligible f>m debt on or aft] ,janu>y #a1 #bjbj4 7#b7 ,eligible f>m debt 7,a7 ,9 g5]al ,! t]m eligible f>m debt means a debt ow$ to ! ,unit$ ,/ates by a f>m] or ran*] t 0 issu$ z a direct loan adm9i/]$ by ! ,f>m ,s]vice ,ag5cy "u subtitle ,a1 ,b1 or ,c ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #aibb ?r\gh #aigj7 & 0 out/&+ or o!rwise n paid z ( ,decemb] #ca1 #bjbj1 or ,july #ca1 #bjba4 7,b7 ,am\nt ,! am\nt ( eligible f>m debt ) respect to a borr[] %all be equal to ! am\nt ( eligible f>m debt out/&+ z ( a date det]m9$ by ! ,secret>y1 b no soon] ?an ! date ( enactm5t ( ! ,act entitl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con ,res4 #ad1 plus ! total ( all loan paym5ts on eligible f>m debt made by ! borr[] 9 cal5d> ye> #bjba4 7#c7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,agriculture4 7d7 ,limitation ,! ,secret>y %all n ent] into any loan agreem5t pursuant to ?is section t c\ld result 9 disbursem5ts aft] ,septemb] #cj1 #bjca or any grant agreem5t pursuant to ?is section t c\ld result 9 any outlays aft] ,septemb] #cj1 #bjca4 4 #abajb4 ,,usda assi/ance & support = und]s]v$ f>m]s1 ran*]s1 & =e/]s ,section #ajjf ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b7 is am5d$ to read z foll[s3 #ajjf4 ,,usda assi/ance & support = und]s]v$ f>m]s1 ran*]s1 =e/]s 7a7 ,te*nical & o!r assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj to provide outrea*1 m$iation1 f9ancial tra9+1 capacity build+ tra9+1 coop]ative developm5t & agricultural cr$it tra9+ & support1 & o!r te*nical assi/ance on issues conc]n+ food1 agriculture1 agricultural cr$it1 agricultural ext5sion1 rural developm5t1 or nutrition to und]s]v$ f>m]s1 ran*]s1 or =e/ l&[n]s1 includ+ vet]ans1 limit$ res\rce produc]s1 beg9n+ f>m]s & ran*]s1 & f>m]s1 ran*]s1 & =e/ l&[n]s liv+ 9 high pov]ty areas4 7b7 ,l& loss assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj to provide grants & loans to eligible entities1 z det]m9$ by ! ,secret>y1 to improve l& access 7includ+ heirs' prop]ty & fractionat$ l& issues7 = und]s]v$ f>m]s1 ran*]s1 & =e/ l&[n]s1 includ+ vet]ans1 limit$ res\rce produc]s1 beg9n+ f>m]s & ran*]s1 & f>m]s1 ran*]s1 & =e/ l&[n]s liv+ 9 high pov]ty areas4 7c7 ,equity commissions ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj to fund ! activities ( "o or m equity commissions t w address racial equity issues )9 ! ,dep>tm5t ( ,agriculture & ! programs ( ! ,dep>tm5t ( ,agriculture4 7d7 ,rese>*1 education1 & ext5sion ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ahi1jjj1jjj to support & supplem5t agricultural rese>*1 education1 & ext5sion1 z well z s*ol>%ips & programs t provide int]n%ips & pa?ways to agricultural sector or ,f$]al employm5t1 = #ahij ,in/itutions 7z def9$ 9 section #b ( ! ,agricultural1 ,rese>*1 ,ext5sion1 & ,education ,re=m ,act ( #aiih 7#g ,u4,s4,c4 #gfja771 #aiid ,in/itutions 7z def9$ 9 section #ecb ( ! ,equity 9 ,educational ,l&-,grant ,/atus ,act ( #aiid 7#g ,u4,s4,c4 #cja note2 ,public ,law #ajc-chb771 ,alaska ,native s]v+ in/itutions & ,native ,hawaiian s]v+ in/itutions eligible to receive grants "u subsections 7a7 & 7b71 respectively1 ( section #adai;,b ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #caef71 ,hispanic-s]v+ in/itutions eligible to receive grants "u section #adee ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #cbda71 & ! insul> area in/itutions ( high] education locat$ 9 ! t]ritories ( ! ,unit$ ,/ates1 z ref]r$ to 9 section #adhi ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #ccfa74 7e7 ,discrim9ation f9ancial assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gej1jjj1jjj = a program to provide f9ancial assi/ance to f>m]s1 ran*]s1 or =e/ l&[n]s det]m9$ to h exp]i5c$ discrim9ation prior to ,janu>y #a1 #bjba1 9 ,dep>tm5t ( ,agriculture f>m l5d+ programs1 "u :i* ! am\nt ( f9ancial assi/ance provid$ to a recipi5t may be n m ?an #ejj1jjj z appropriate 9 relation to any consequ5ces exp]i5c$ f ! discrim9ation1 :i* program %all be adm9i/]$ ?r\gh #a or m qualifi$ nongov]nm5tal entities select$ by ! ,secret>y subject to /&>ds set & en=c$ by ! ,secret>y1 subject to ! condition t any select$ entity adm9i/]+ ! program %all return ! funds to ! ,secret>y on ! reque/ ( ! ,secret>y if ! /&>ds are n adequately c>ri$ out or ! adm9i/ration ( ! program is n o!rwise suffici5t or if any funds provid$ to ! select$ entity are n di/ribut$ on ! date t is #e ye>s aft] ! date ( enactm5t ( ! ,act entitl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 & any su* return$ funds %all be available = obligation = any activity au?oriz$ "u ?is section1 except subsections 7c7 & 7f74 7f7 ,adm9i/rative co/s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ce1jjj1jjj = adm9i/rative co/s1 includ+ tra9+ employees1 ( ! ag5cies & (fices ( ! ,dep>tm5t ( ,agriculture to c>ry out ?is section4 7g7 ,limitation ,! funds made available "u subsection 7d7 are subject to ! condition t ! ,secret>y %all n-- 7#a7 ent] into any agreem5t-- 7,a7 t is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 "u :i* any paym5t c\ld be outlaid or funds disburs$ aft] ,septemb] #cj1 #bjca2 or 7#b7 use any o!r funds available to ! ,secret>y to satisfy obligations initially made "u subsection 7d74 4 ,d ,rese>* & ,urban ,agriculture #acjja4 ,dep>tm5t ( ,agriculture rese>* fund+ 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 to ! ,national ,agricultural ,/ati/ics ,s]vice1 = measurem5ts1 a survey1 & data collection to conduct ! /udy requir$ "u section #gbab7;b7 ( ! ,agriculture ,improvem5t ,act ( #bjah 7,public ,law #aae-ccd2 #acb ,/at4 #dhab71 :i* %all be complet$ n lat] ?an ,decemb] #ca1 #bjbb1 #e1jjj1jjj = fiscal ye> #bjbb2 7#b7 to ! ,national ,in/itute ( ,food & ,agriculture-- 7,a7 to fund agricultural education1 ext5sion1 & rese>* relat+ to climate *ange-- 7i7 ?r\gh ! ,agriculture & ,food ,rese>* ,initiative e/abli%$ by subsection 7b7 ( ! ,competitive1 ,special1 & ,facilities ,rese>* ,grant ,act 7#g ,u4,s4,c4 #caeg7;b771 #baj1jjj1jjj = fiscal ye> #bjbb2 7ii7 ?r\gh ! su/a9able agriculture rese>* education program e/abli%$ "u sections #afai1 #afba1 #afbb1 #afbh1 & #afbi ( ! ,food1 ,agriculture1 ,cons]vation1 & ,trade ,act ( #aiij 7#g ,u4,s4,c4 #ehja1 #ehaa1 #ehab1 #ehca1 #ehcb71 #abj1jjj1jjj = fiscal ye> #bjbb2 7iii7 ?r\gh ! organic agriculture rese>* & ext5sion initiative e/abli%$ "u section #afgb;,b ( ! ,food1 ,agriculture1 ,cons]vation1 & ,trade ,act ( #aiij 7#g ,u4,s4,c4 #eibe;b71 #fj1jjj1jjj = fiscal ye> #bjbb2 7iv7 ?r\gh ! urban1 indoor1 & o!r em]g+ agricultural production rese>*1 education1 & ext5sion initiative e/abli%$ "u section #afgb;,e ( ! ,food1 ,agriculture1 ,cons]vation1 & ,trade ,act ( #aiij 7#g ,u4,s4,c4 #eibe;g71 #e1jjj1jjj = fiscal ye> #bjbb2 7v7 ?r\gh ! c5t]s ( excell5ce l$ by #ahij ,in/itutions e/abli%$ "u section #afgc7;d7 ( ! ,food1 ,agriculture1 ,cons]vation1 & ,trade ,act ( #aiij 7#g ,u4,s4,c4 #eibf7;d771 #e1jjj1jjj = fiscal ye> #bjbb2 7vi7 ?r\gh ! specialty crop rese>* & ext5sion initiative e/abli%$ by section #dab ( ! ,agricultural ,rese>*1 ,ext5sion1 & ,education ,re=m ,act ( #aiih 7#g ,u4,s4,c4 #gfcb71 #fj1jjj1jjj = fiscal ye> #bjbb2 7vii7 ?r\gh ! coop]ative ext5sion "u ! ,smi?-,lev] ,act 7#g ,u4,s4,c4 #cda ?r\gh #cdi7 = agricultural ext5sion activities & rese>* relat+ to climate *ange1 te*nical assi/ance1 & te*nology adoption1 #hj1jjj1jjj = fiscal ye> #bjbb2 7viii7 ?r\gh ! coop]ative ext5sion at #aiid ,in/itutions 9 accordance ) section #c7;b77#c7 ( ! ,smi?-,lev] ,act 7#g ,u4,s4,c4 #cdc7;b77#c771 #ce1jjj1jjj = fiscal ye> #bjbb2 & 7ix7 ?r\gh ! coop]ative ext5sion at #ahij ,in/itutions "u section #addd ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #cbba71 #dj1jjj1jjj = fiscal ye> #bjbb2 7,b7 = grants to cov]$ in/itutions = con/ruction1 alt]ation1 acquisition1 mod]nization1 r5ovation1 or remodel+ ( agricultural rese>* facilities1 includ+ relat$ build+ co/s associat$ ) compliance ) applicable ,f$]al & ,/ate law1 "u section #d ( ! ,rese>* ,facilities ,act 7#g ,u4,s4,c4 #cij;b71 #a1jjj1jjj1jjj = fiscal ye> #bjbb1 subject to ! condition t not)/&+ section #c7;c77#b77;,a7 ( t ,act 7#g ,u4,s4,c4 #cij;a7c77#b77;,a771 ! recipi5t ( a grant provid$ us+ ^? am\nts %all n be requir$ to provide any non-,f$]al %>e ( total fund+ provid$ "u ?is subp>agraph2 7,c7 = ! s*ol>%ips = /ud5ts at #ahij ,in/itutions grant program "u section #addf ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #cbbb;a71 #ajj1jjj1jjj = fiscal ye> #bjbb1 to c>ry out su* program 9 fiscal ye>s #bjbd ?r\gh #bjca2 7,d7 = grants to l&-grant colleges & univ]sities to support ,tribal /ud5ts "u section #adej ( t ,act 7#g ,u4,s4,c4 #cbbb;e71 #ae1jjj1jjj = fiscal ye> #bjbb1 & = purposes ( ?is subp>agraph1 section #adej7;b77#d7 ( su* ,act %all n apply2 & 7,e7 = ! ,high] ,education ,multicultural ,s*ol>s ,program c>ri$ out pursuant to section #adag ( t ,act 7#g ,u4,s4,c4 #caeb71 #ae1jjj1jjj = fiscal ye> #bjbb2 7#c7 to ! ,(fice ( ! ,*ief ,sci5ti/1 to c>ry out advanc$ rese>* & developm5t relat+ to climate ?r\gh ! ,agriculture ,advanc$ ,rese>* & ,developm5t ,au?ority to fur!r ! goals "u section #adgc;,h7b77#b7 ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #ccaik7b77#b771 #cj1jjj1jjj = fiscal ye> #bjbb2 7#d7 to ! ,f\ndation = ,food & ,agriculture ,rese>*1 to c>ry out activities relat+ to climate *ange 9 accordance ) section #gfja ( ! ,agricultural ,act ( #bjad 7#g ,u4,s4,c4 #eici71 to be consid]$ z provid$ pursuant to subsection 7g77#a77;,a7 ( su* section1 #baj1jjj1jjj = fiscal ye> #bjbb2 7#e7 to ! ,(fice ( ,urban ,agriculture & ,innovative ,production1 to c>ry out activities 9 accordance ) section #bbb ( ! ,dep>tm5t ( ,agriculture ,reorganization ,act ( #aiid 7#g ,u4,s4,c4 #fibc71 #aj1jjj1jjj = fiscal ye> #bjbb4 7b7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ in/itution ,! t]m cov]$ in/itution means-- 7,a7 an #ahij ,in/itution 7z def9$ 9 section #b ( ! ,agricultural ,rese>*1 ,ext5sion1 & ,education ,re=m ,act ( #aiih 7#g ,u4,s4,c4 #gfja772 7,b7 a #aiid ,in/itution 7z def9$ 9 section #ecb ( ! ,equity 9 ,educational ,l&-,grant ,/atus ,act ( #aiid 7#g ,u4,s4,c4 #cja note2 ,public ,law #ajc-chb772 7,c7 an ,alaska ,native s]v+ in/itution or ,native ,hawaiian s]v+ in/itution eligible to receive grants "u subsections 7a7 & 7b71 respectively1 ( section #adai;,b ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #caef72 7,d7 ,hispanic-s]v+ agricultural colleges & univ]sities & ,hispanic-s]v+ in/itutions 7z ^? t]ms are def9$ 9 section #adjd ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #cajc772 7,e7 an eligible in/itution 7z def9$ 9 section #adhi ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #ccfa7 7relat+ to in/itutions ( high] education 9 insul> areas772 & 7,f7 ! ,univ]sity ( ! ,di/rict ( ,columbia e/abli%$ pursuant to ! ,act ( ,july #b1 #ahfb 7commonly kn[n z ! ,fir/ ,morrill ,act7 7#g ,u4,s4,c4 #cja ?r\gh #cji74 7#b7 ,/ate ,! t]m ,/ate has ! mean+ giv5 ! t]m 9 section #adjd ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #cajc74 #acjjb4 ,limitation ,! funds made available "u ?is subtitle are subject to ! condition t ! ,secret>y %all n-- 7#a7 ent] into any agreem5t-- 7,a7 t is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 "u :i* any paym5t c\ld be outlaid or funds disburs$ aft] ,septemb] #cj1 #bjca2 or 7#b7 use any o!r funds available to ! ,secret>y to satisfy obligations initially made "u ?is subtitle4 ,e ,miscellane\s #adjja4 ,additional ,support = ,,usda ,(fice ( ! ,inspector ,g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,(fice ( ! ,inspector ,g5]al ( ! ,dep>tm5t ( ,agriculture = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj to rema9 available until ,septemb] #cj1 #bjca1 = audits1 inve/igations1 & o!r ov]sight activities ( projects & activities c>ri$ out ) funds made available to ! ,dep>tm5t ( ,agriculture "u ?is title4 #adjjb4 ,additional support = ,f>mwork] & ,food ,work] ,relief ,grant ,program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb to rema9 available until ,septemb] #cj1 #bjca1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj to provide additional funds to ! ,secret>y = ! ,f>mwork] & ,food ,work] ,relief ,grant ,program ( ! ,agricultural ,m>ket+ ,s]vice to provide additional ,,covid-#ai assi/ance relief paym5ts = frontl9e groc]y work]s4 ,f ,cons]vation #aejja4 ,soil cons]vation assi/ance 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y ( ,agriculture 7ref]r$ to 9 ?is section z ! ,secret>y7 = ea* ( fiscal ye>s #bjbb ?r\gh #bjbh1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z are necess>y to c>ry out ?is section1 to rema9 available until exp5d$1 subject to ! conditions t1 = purposes ( provid+ paym5ts "u subsections 7b71 7c71 & 7d71 ! ,secret>y %all n-- 7#a7 ent] into any agreem5t-- 7,a7 t is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 "u :i* any paym5t c\ld be outlaid or funds disburs$ aft] ,septemb] #cj1 #bjca2 7#b7 use any o!r funds available to ! ,secret>y to satisfy obligations initially made "u ?is section2 or 7#c7 int]pret ?is section to au?orize funds ( ! ,commodity ,cr$it ,corporation = su* paym5ts if su* funds are n expressly au?oriz$ or curr5tly exp5d$ = su* purposes4 7b7 ,availability ( paym5ts to produc]s 7#a7 ,9 g5]al ,( ! funds made available "u subsection 7a71 = ea* ( ! #bjbb ?r\gh #bjbf crop ye>s1 ! ,secret>y %all make paym5ts to ! produc]s on a f>m = :i* ! produc] e/abli%es #a or m cov] crop practices ) respect to ! applicable crop ye>1 z det]m9$ by ! ,secret>y1 9 accordance ) ?is subsection1 subject to ! condition t a produc] receiv+ a paym5t %all n receive a paym5t "u any o!r provision ( law = ! same practices on ! same acres4 7#b7 ,paym5t rate ,! paym5t rate us$ to make paym5ts ) respect to a produc] :o e/abli%es #a or m cov] crop practices "u p>agraph 7#a7 %all be #be p] acre ( cov] crop e/abli%$4 7#c7 ,acres e/abli%$ ,! acres = :i* a produc] receives ! paym5t rate "u p>agraph 7#b7 %all be equal to ! total numb] ( acres on :i* ! produc] e/abli%es #a or m cov] crop practices1 n to exce$ #a1jjj acres p] produc]4 7c7 ,availability ( paym5ts to f>m own]s 7#a7 ,9 g5]al ,( ! funds made available "u subsection 7a71 = ea* ( ! #bjbb ?r\gh #bjbf crop ye>s1 ! ,secret>y %all make paym5ts to ! own]s ( a f>m ) respect to :i* a produc] e/abli%es #a or m cov] crop practices pursuant to subsection 7b71 9 accordance ) ?is subsection1 subject to ! condition t an own] ( a f>m may n receive a paym5t "u ?is subsection & subsection 7b7 = ! same f>m or acres1 z det]m9$ by ! ,secret>y4 7#b7 ,paym5t rate ,! paym5t rate us$ to make paym5ts "u p>agraph 7#a7 ) respect to ! own] ( a f>m %all be #e p] acre ( cov] crop e/abli%$4 7#c7 ,acres e/abli%$ ,! acres = :i* ! own] ( a f>m receives ! paym5t rate "u p>agraph 7#b7 %all be equal to ! total numb] ( acres = :i* ! applicable produc] e/abli%es #a or m cov] crop practices1 n to exce$ #a1jjj acres p] own]4 7d7 ,availability ( paym5ts = prev5t$ plant+ 7#a7 ,9 g5]al ,( ! funds made available "u subsection 7a7 & 9 addition to any o!r paym5ts or assi/ance1 = ! #bjbb ?r\gh #bjbf crop ye>s1 ! ,secret>y %all make paym5ts 9 accordance ) ?is subsection to produc]s on f>ms :o e/abli% #a or m cov] crop practices pursuant to subsection 7b74 7#b7 ,requirem5ts ,to receive a paym5t "u ?is subsection1 a produc]-- 7,a7 %all h-- 7i7 pur*as$ a crop insurance policy or plan ( insurance "u section #ejh7;c7 ( ! ,f$]al ,crop ,insurance ,act 7#g ,u4,s4,c4 #aejh7;c77 = ! applicable crop ye> foll[+ ! e/abli%m5t ( ! cov] crop practice1 z det]m9$ by ! ,secret>y2 7ii7 e/abli%$ a cov] crop practice pursuant to subsection 7b7 on ! f>m = :i* ! insurance describ$ 9 clause 7i7 0 pur*as$1 z det]m9$ by ! ,secret>y2 & 7iii7 be5 unable to plant ! crop = :i* insurance 0 pur*as$2 & 7,b7 z det]m9$ by ! ,secret>y1 %all n-- 7i7 h>ve/ ! cov] crop = m>ket or sale2 7ii7 h>ve/ ! cov] crop = se$ = purposes ( m>ket+ or sale1 except t a quantity may be h>ve/$ = se$ = on-f>m usage only2 or 7iii7 o!rwise use ! acres = :i* paym5ts are receiv$ "u ?is subsection = any unapprov$ uses or o!r uses t seek to defeat or und]m9e ! purposes ( ?is section4 7#c7 ,paym5t am\nt ,! ,secret>y %all make paym5ts to produc]s "u ?is subsection 9 an am\nt equal to ! product obta9$ by multiply+-- 7,a7 ! total numb] ( acres = :i* ! produc] is eligible to receive a paym5t "u ?is subsection2 & 7,b7 ! diff]5ce betwe5-- 7i7 #ajj p]c5t ( ! prev5t$ plant+ gu>antee1 calculat$ )\t reg>d to ! e/abli%m5t ( ! cov] crop practices pursuant to subsection 7b71 applicable = ! insurance policy pur*as$ by ! produc] "u section #ejh;,a ( ! ,f$]al ,crop ,insurance ,act 7#g ,u4,s4,c4 #aejh;a71 z det]m9$ by ! ,secret>y2 & 7ii7 ! prev5t$ plant+ indemnity paym5t receiv$ by ! produc] "u t section & ! policy pur*as$ by ! produc] = ! applicable crop1 z det]m9$ by ! ,secret>y4 #aejjb4 ,additional agricultural cons]vation inve/m5ts 7a7 ,appropriations ,9 addition to am\nts o!rwise available 7& subject to subsection 7b771 !re are appropriat$ to ! ,secret>y ( ,agriculture 7ref]r$ to 9 ?is section z ! ,secret>y71 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca 7subject to ! condition t no su* funds may be disburs$ aft] ,septemb] #cj1 #bjca7-- 7#a7 to c>ry out1 us+ ! facilities & au?orities ( ! ,commodity ,cr$it ,corporation1 ! environm5tal quality inc5tives program "u sub*apt] ,a ( *apt] #d ( subtitle ,d ( title ,,xii ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chci;aa ?r\gh #chci;aa-#h7-- 7,a7 7i7 #cjj1jjj1jjj = fiscal ye> #bjbb2 7ii7 #ejj1jjj1jjj = fiscal ye> #bjbc2 7iii7 #a1gej1jjj1jjj = fiscal ye> #bjbd2 7iv7 #c1jjj1jjj1jjj = fiscal ye> #bjbe2 & 7v7 #c1dej1jjj1jjj = fiscal ye> #bjbf2 & 7,b7 subject to ! conditions on ! use ( ! funds t-- 7i7 section #abdj;,b7f77#a7 ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chci;aa-#b7;f77#a77 %all n apply2 7ii7 section #abdj;,h7c77#b7 ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chci;aa-#h7;c77#b77 %all be appli$-- 7,i7 by sub/itut+ #ej1jjj1jjj = #be1jjj1jjj2 & 7,,ii7 ) ! ,secret>y prioritiz+ proposals t utilize diet & fe$ managem5t to r$uce ent]ic me?ane emissions f rum9ants2 7iii7 ! funds %all be available = #a or m agricultural cons]vation practices or enhancem5ts t ! ,secret>y det]m9es directly improve soil c>bon or r$uce nitrog5 losses or gre5h\se gas emissions1 or capture or seque/] gre5h\se gas emissions1 associat$ ) agricultural production2 & 7iv7 ! ,secret>y %all prioritize projects & activities t mitigate or address climate *ange ?r\gh ! managem5t ( agricultural production1 includ+ by r$uc+ or avoid+ gre5h\se gas emissions2 7#b7 to c>ry out1 us+ ! facilities & au?orities ( ! ,commodity ,cr$it ,corporation1 ! cons]vation /ew>d%ip program "u sub*apt] ,b ( t *apt] 7#af ,u4,s4,c4 #chci;aa-#ba ?r\gh #chci;aa-#be7-- 7,a7 7i7 #bej1jjj1jjj = fiscal ye> #bjbb2 7ii7 #ejj1jjj1jjj = fiscal ye> #bjbc2 7iii7 #hej1jjj1jjj = fiscal ye> #bjbd2 7iv7 #a1jjj1jjj1jjj = fiscal ye> #bjbe2 & 7v7 #a1ejj1jjj1jjj = fiscal ye> #bjbf2 & 7,b7 subject to ! conditions on ! use ( ! funds t-- 7i7 ! funds %all only be available =-- 7,i7 #a or m agricultural cons]vation practices or enhancem5ts t ! ,secret>y det]m9es directly improve soil c>bon or r$uce nitrog5 losses or gre5h\se gas emissions1 or capture or seque/] gre5h\se gas emissions1 associat$ ) agricultural production2 or 7,,ii7 ,/ate-specific or region-specific gr\p+s or bundles ( agricultural cons]vation activities = climate *ange mitigation appropriate = cropl&1 pa/urel&1 rangel&1 non9du/rial private =e/ l&1 & produc]s transition+ to organic or p]5nial production sy/ems2 & 7ii7 ! ,secret>y %all prioritize projects & activities t mitigate or address climate *ange ?r\gh ! managem5t ( agricultural production1 includ+ by r$uc+ or avoid+ gre5h\se gas emissions2 7#c7 to c>ry out1 us+ ! facilities & au?orities ( ! ,commodity ,cr$it ,corporation1 ! agricultural cons]vation easem5t program "u subtitle ,h ( title ,,xii ( t ,act 7#af ,u4,s4,c4 #chfe ?r\gh #chfe;d7-- 7,a7 7i7 #ajj1jjj1jjj = fiscal ye> #bjbb2 7ii7 #bjj1jjj1jjj = fiscal ye> #bjbc2 7iii7 #cjj1jjj1jjj = fiscal ye> #bjbd2 7iv7 #ejj1jjj1jjj = fiscal ye> #bjbe2 & 7v7 #fjj1jjj1jjj = fiscal ye> #bjbf2 & 7,b7 subject to ! condition on ! use ( ! funds t ! ,secret>y %all prioritize projects & activities t mitigate or address climate *ange ?r\gh ! managem5t ( agricultural production1 includ+ by r$uc+ or avoid+ gre5h\se gas emissions2 & 7#d7 to c>ry out1 us+ ! facilities & au?orities ( ! ,commodity ,cr$it ,corporation1 ! regional cons]vation p>tn]%ip program "u subtitle ,i ( title ,,xii ( t ,act 7#af ,u4,s4,c4 #chga ?r\gh #chga;f7-- 7,a7 7i7 #bjj1jjj1jjj = fiscal ye> #bjbb2 7ii7 #ejj1jjj1jjj = fiscal ye> #bjbc2 7iii7 #a1ejj1jjj1jjj = fiscal ye> #bjbd2 7iv7 #b1bej1jjj1jjj = fiscal ye> #bjbe2 & 7v7 #c1jej1jjj1jjj = fiscal ye> #bjbf2 & 7,b7 subject to ! conditions on ! use ( ! funds t ! ,secret>y-- 7i7 %all prioritize p>tn]%ip agreem5ts "u section #abga;,c7d7 ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chga;c7d77 t support ! implem5tation ( cons]vation projects t assi/ agricultural produc]s & non9du/rial private =e/l& own]s 9 directly improv+ soil c>bon or r$uc+ nitrog5 losses or gre5h\se gas emissions1 or captur+ or seque/]+ gre5h\se gas emissions1 associat$ ) agricultural production2 7ii7 %all prioritize projects & activities t mitigate or address climate *ange ?r\gh ! managem5t ( agricultural production1 includ+ by r$uc+ or avoid+ gre5h\se gas emissions2 & 7iii7 may prioritize projects t-- 7,i7 lev]age corporate supply *a9 su/a9ability commitm5ts2 or 7,,ii7 utilize models t pay = outcomes f t>get+ me?ane & nitr\s oxide emissions associat$ ) agricultural production sy/ems4 7b7 ,conditions ,! funds made available "u ?is section are subject to ! conditions t ! ,secret>y %all n-- 7#a7 ent] into any agreem5t-- 7,a7 t is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 "u :i* any paym5t c\ld be outlaid or funds disburs$ aft] ,septemb] #cj1 #bjca2 or 7#b7 use any o!r funds available to ! ,secret>y to satisfy obligations initially made "u ?is section4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #abdj;,b ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chci;aa-#b7 is am5d$-- 7,a7 9 subsection 7a71 by /rik+ #bjbc & ins]t+ #bjca2 & 7,b7 9 subsection 7f77#b77;,b7-- 7i7 9 ! subp>agraph head+1 by /rik+ #bjbc & ins]t+ #bjca2 & 7ii7 by /rik+ #bjbc & ins]t+ #bjca4 7#b7 ,section #abdj;,h ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chci;aa-#h7 is am5d$ by /rik+ #bjbc ea* place x appe>s & ins]t+ #bjca4 7#c7 ,section #abdj;,j7a7 ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chci;aa-#bb7;a77 is am5d$1 9 ! matt] prec$+ p>agraph 7#a71 by /rik+ #bjbc & ins]t+ #bjca4 7#d7 ,section #abdj,l7h77#b77;,a7 ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chci;aa-#bd7;h77#b77;,a77 is am5d$ by /rik+ #bjbc & ins]t+ #bjca4 7#e7 ,section #abda ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chda7 is am5d$-- 7,a7 9 subsection 7a7-- 7i7 9 ! matt] prec$+ p>agraph 7#a71 by /rik+ #bjbc & ins]t+ #bjca2 7ii7 9 p>agraph 7#a71 by /rik+ #bjbc ea* place x appe>s & ins]t+ #bjca2 7iii7 9 p>agraph 7#b77;,f71 by /rik+ #bjbc & ins]t+ #bjca2 & 7iv7 9 p>agraph 7#c71 by /rik+ fiscal ye> #bjbc ea* place x appe>s & ins]t+ ea* ( fiscal ye>s #bjbc ?r\gh #bjca2 7,b7 9 subsection 7b71 by /rik+ #bjbc & ins]t+ #bjca2 & 7,c7 9 subsection 7h7-- 7i7 9 p>agraph 7#a77;,b71 9 ! subp>agraph head+1 by /rik+ #bjbc & ins]t+ #bjca2 & 7ii7 by /rik+ #bjbc ea* place x appe>s & ins]t+ #bjca4 7#f7 ,section #abdd7n77#c77;,a7 ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chdd7n77#c77;,a77 is am5d$ by /rik+ #bjbc & ins]t+ #bjca4 7#g7 ,section #abga;,d7a7 ( ! ,food ,security ,act ( #aihe 7#af ,u4,s4,c4 #chga;d7a77 is am5d$ by /rik+ #bjbc & ins]t+ #bjca4 #aejjc4 ,cons]vation te*nical assi/ance 7a7 ,appropriations ,9 addition to am\nts o!rwise available 7& subject to subsection 7b771 !re are appropriat$ to ! ,secret>y ( ,agriculture 7ref]r$ to 9 ?is section z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca 7subject to ! condition t no su* funds may be disburs$ aft] ,septemb] #cj1 #bjca7-- 7#a7 #bjj1jjj1jjj to provide cons]vation te*nical assi/ance ?r\gh ! ,natural ,res\rces ,cons]vation ,s]vice2 7#b7 #ej1jjj1jjj to c>ry out climate *ange adaptation & mitigation activities ?r\gh ! ,natural ,res\rces ,cons]vation ,s]vice by work+ ) ! ,regional ,climate ,hubs design$ to provide in=mation & te*nical support on climate sm>t agriculture & =e/ry to agricultural produc]s1 l&[n]s1 & res\rce manag]s1 z det]m9$ by ! ,secret>y2 & 7#c7 #fjj1jjj1jjj to c>ry out a c>bon seque/ration & gre5h\se gas emissions quantification program ?r\gh :i* ! ,natural ,res\rces ,cons]vation ,s]vice1 includ+ ?r\gh te*nical s]vice provid]s & o!r p>tn]s1 %all collect field-bas$ data to assess ! c>bon seque/ration & gre5h\se gas emissions r$uction outcomes associat$ ) activities c>ri$ out pursuant to ?is section & use ! data to monitor & track gre5h\se gas emissions & c>bon seque/ration tr5ds ?r\gh ! ,gre5h\se ,gas ,inv5tory & ,assessm5t ,program ( ! ,dep>tm5t ( ,agriculture4 7b7 ,conditions ,! funds made available "u ?is section are subject to ! conditions t ! ,secret>y %all n-- 7#a7 ent] into any agreem5t-- 7,a7 t is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 "u :i* any paym5t c\ld be outlaid or funds disburs$ aft] ,septemb] #cj1 #bjca2 7#b7 use any o!r funds available to ! ,secret>y to satisfy obligations initially made "u ?is section2 or 7#c7 int]pret ?is section to au?orize funds ( ! ,commodity ,cr$it ,corporation = activities "u ?is section if su* funds are n expressly au?oriz$ or curr5tly exp5d$ = su* purposes4 7c7 ,adm9i/rative co/s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = adm9i/rative co/s ( ! ag5cies & (fices ( ! ,dep>tm5t ( ,agriculture = co/s relat$ to implem5t+ ?is section4 ,,ii ,committee on ,education & ,labor ,a ,education ,matt]s #a ,elem5t>y & ,second>y ,education #bjjja4 ,gr[ y\r own programs 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aab1fhd1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjbe1 to aw>d grants = ! developm5t & support ( ,gr[ ,y\r ,own ,programs1 z describ$ 9 section #bjb7;g7 ( ! ,high] ,education ,act ( #aife4 7b7 ,9 g5]al ,section #bjb ( ! ,high] ,education ,act ( #aife is am5d$-- 7#a7 9 subsection 7b77#f77;,c71 by /rik+ subsection 7f7 or 7g7 & ins]t+ subsection 7f7 or 7h72 7#b7 9 subsection 7c77#a71 by ins]t+ a ,gr[ ,y\r ,own program "u subsection 7g71 aft] subsection 7e712 7#c7 by r$esignat+ subsections 7g71 7h71 7i71 7j71 & 7k71 z subsections 7h71 7i71 7j71 7k71 & 7l71 respectively2 & 7#d7 by ins]t+ aft] subsection 7f7 ! foll[+3 7g7 ,p>tn]%ip grants = ! e/abli%m5t ( gr[ y\r own programs 7#a7 ,9 g5]al ,an eligible p>tn]%ip t receives a grant "u ?is section %all c>ry out an effective ,gr[ ,y\r ,own program to address %ortages ( tea*]s 9 high-ne$ subjects1 fields1 s*ools1 & geographic areas1 or %ortages ( s*ool lead]s 9 high-ne$ s*ools1 & to increase ! div]sity ( qualifi$ individuals ent]+ into ! tea*]1 pr9cipal1 or o!r s*ool lead] work=ce4 7#b7 ,requirem5ts ( a gr[ y\r own program ,9 addition to c>ry+ out ea* ( ! activities describ$ 9 p>agraphs 7#a7 ?r\gh 7#f7 ( subsection 7d71 an eligible p>tn]%ip c>ry+ out a ,gr[ ,y\r ,own program "u ?is subsection %all-- 7,a7 integrate c\rses on education topics ) a ye>-long s*ool-bas$ cl9ical exp]i5ce 9 :i* c&idates tea* or lead alongside an exp]t m5tor tea*] or s*ool lead] :o is ! tea*] or s*ool lead] ( record 9 ! same local educational ag5cies 9 :i* ! c&idates expect to "w2 7,b7 provide opportunities = c&idates to practice & develop tea*+ skills or s*ool lead]%ip skills2 7,c7 support c&idates z !y complete _! associate 79 fur!rance ( _! baccalaureate71 baccalaureate1 or ma/]'s degree or e>n _! tea*+ or s*ool lead]%ip cr$5tial2 7,d7 "w to provide academic1 c\nsel+1 & programmatic supports to c&idates2 7,e7 provide academic & nonacademic supports1 includ+ advis+ & f9ancial assi/ance1 to c&idates to ent] & complete tea*] or s*ool lead]%ip prep>ation programs1 to access & complete ,/ate lic5sure exams1 & to engage 9 s*ool-bas$ cl9ical placem5ts2 7,f7 include ef=ts to recruit individuals ) exp]i5ce 9 high-ne$ subjects or fields :o are n c]tifi$ to tea* or lead1 ) a specific focus on recruit+ individuals-- 7i7 f gr\ps or populations t are und]repres5t$2 & 7ii7 :o live 9 & come f ! communities ! s*ools s]ve2 & 7,g7 require c&idates to complete all ,/ate requirem5ts to become fully c]tifi$4 4 #bjjjb4 ,tea*] resid5cies ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aab1bff1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjbe1 to aw>d grants = ! developm5t & support ( high-quality tea*+ resid5cy programs1 z describ$ 9 section #bjb7;e7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajbb;a7e771 except t am\nts available "u ?is section %all also be available = resid5cy programs = prospective tea*]s 9 a ba*elor's degree program4 #bjjjc4 ,support s*ool pr9cipals ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aab1bff1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjbe1 to aw>d grants = ! developm5t & support ( s*ool lead]%ip programs1 z describ$ 9 section #bbdc ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #ffgc74 #bjjjd4 ,hawk9s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aab1bff1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjbe1 to aw>d grants = ! ,augu/us ,f4 ,hawk9s ,c5t]s ( ,excell5ce ,program1 z describ$ 9 section #bdb ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajcc;a74 #bjjje4 ,fund+ = ! ,individuals ) ,disabilities ,education ,"p ,d p]sonnel developm5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #afj1ggf1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = p]sonnel developm5t describ$ 9 section #ffb ( ! ,individuals ) ,disabilities ,education ,act 7#bj ,u4,s4,c4 #adfb74 #bjjjf4 ,grants = ,native ,am]ican language tea*]s & educators ,! ,native ,am]ican ,programs ,act ( #aigd is am5d$ by ins]t+ aft] section #hjc;,c ! foll[+3 #hjc;,d4 ,grants = ,native ,am]ican language tea*]s & educators 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca1 #bjj1jjj1jjj = ! ,secret>y1 9 c>ry+ out section #hjc;,c1 to aw>d grants to c>ry out activities relat+ to prep>+1 tra9+1 & (f]+ pr(essional developm5t to ,native ,am]ican language tea*]s & ,native ,am]ican language e>ly *ildhood educators to ensure ! survival & cont9u+ vitality ( ,native ,am]ican languages4 7b7 ,co/ %>e prohibition ,! ,secret>y %all n impose a co/ %>+ or mat*+ fund requirem5t ) respect to grants aw>d$ "u subsection 7a74 4 #b ,high] ,education #bjjba4 ,increas+ ! maximum ,f$]al ,pell ,grant 7a7 ,aw>d ye> #bjbb-bjbc ,section #dja7;b77#g7 ( ! ,high] ,education ,act ( #aife is am5d$-- 7#a7 9 subp>agraph 7,a77iii71 by ins]t+ & su* sums z may be necess>y = fiscal ye> #bjbb to c>ry out ! #eej increase = enrollm5t at in/itutions ( high] education def9$ 9 section #aja or #ajb7;a77#a77;,b7 provid$ "u subp>agraph 7,c77iii7 be=e 2 &2 & 7#b7 9 subp>agraph 7,c77iii71 by ins]t+ be=e ! p]iod at ! end ! foll[+3 1 except t1 = aw>d ye> #bjbb-bjbc1 su* am\nt %all be equal to ! am\nt det]m9$ "u clause 7ii7 = aw>d ye> #bjag-bjah1 increas$ by #eej = enrollm5t at in/itutions ( high] education def9$ 9 section #aja or #ajb7;a77#a77;,b74 7b7 ,subsequ5t aw>d ye>s ?r\gh #bjbe-bjbf ,section #dja7;b7 ( ! ,high] ,education ,act ( #aife1 z am5d$ by section #gjc ( ! ,,fafsa ,simplification ,act 7title ,,vii ( division ,,ff ( ,public ,law #aaf-bfj71 is am5d$-- 7#a7 9 p>agraph 7#e77;,a7-- 7,a7 9 clause 7i71 by /rik+ & aft] ! semicolon2 7,b7 by r$esignat+ clause 7ii7 z clause 7iii72 & 7,c7 by ins]t+ aft] clause 7i7 ! foll[+3 7ii7 = ea* ( aw>d ye>s #bjbc-bjbd ?r\gh #bjbe-bjbf1 an additional #eej = enrollm5t at in/itutions ( high] education def9$ 9 section #aja or #ajb7;a77#a77;,b72 & 2 & 7#b7 9 p>agraph 7#f77;,a7-- 7,a7 9 clause 7i7-- 7i7 by /rik+ appropriat$7 su* & ins]t+ ! foll[+3 appropriat$7-- 7,i7 su* 2 & 7ii7 by add+ at ! end ! foll[+3 7,,ii7 su* sums z are necess>y to c>ry out p>agraph 7#e77;,a77ii7 = ea* ( fiscal ye>s #bjbc ?r\gh #bjbe2 & 2 & 7,b7 9 clause 7ii71 by /rik+ 7#e77;,a77ii7 & ins]t+ 7#e77;,a77iii74 #bjjbb4 ,exp&+ ,f$]al ,/ud5t ,aid eligibility ,section #dhd7;a77#e7 ( ! ,high] ,education ,act ( #aife is am5d$ by ins]t+ 1 or1 ) respect to any grant1 loan1 or "w assi/ance receiv$ "u ?is title = aw>d ye>s #bjbb-bjbc ?r\gh #bjbi-bjcj1 be subject to a grant ( def]r$ en=c$ dep>ture or h def]r$ action pursuant to ! ,def]r$ ,action = ,*ildhood ,arrivals policy ( ! ,secret>y ( ,homel& ,security or tempor>y protect$ /atus aft] becom+ a citiz5 or p]man5t resid5t4 #bjjbc4 ,increase 9 ,pell grants = recipi5ts ( means-te/$ b5efits ,section #dgc ( ! ,high] ,education ,act ( #aife1 z am5d$ by section #gjb7;b7 ( ! ,,fafsa ,simplification ,act 7title ,,vii ( division ,,ff ( ,public ,law #aaf-bfj71 is am5d$ by add+ at ! end ! foll[+3 7d7 ,special rule = means-te/$ b5efit recipi5ts ,dur+ aw>d ye>s #bjbd-bjbe ?r\gh #bjbi-bjcj1 & not)/&+ subsection 7b71 = an applicant 7or1 z applicable1 an applicant & sp\se1 or an applicant's p>5ts7 :o is n describ$ 9 subsection 7c7 & :o1 at any "t dur+ ! previ\s #bd-mon? p]iod1 receiv$ a b5efit "u a means-te/$ ,f$]al b5efit program 7or ^: p>5t or sp\se receiv$ su* a b5efit1 z applicable7 describ$ 9 clauses 7i7 ?r\gh 7vi7 ( section #dgi7;b77#d77;,h71 ! ,secret>y %all = ! purposes ( ?is title consid] ! /ud5t aid index z equal to -#a1ejj = ! applicant4 4 #bjjbd4 ,ret5tion & completion grants ,title ,,vii ( ! ,high] ,education ,act ( #aife is am5d$ by add+ at ! end ! foll[+3 ,f ,ret5tion & ,completion ,grants #gia4 ,ret5tion & completion grants 7a7 ,9 g5]al ,f am\nts appropriat$ to c>ry out ?is section = a fiscal ye>1 ! ,secret>y %all c>ry out a program to make grants 7:i* %all be kn[n z ret5tion & completion grants7 to eligible entities to enable ! su* entities to c>ry out ! activities describ$ 9 ! applications submitt$ "u subsection 7b74 7b7 ,application ,to be eligible to receive a grant "u ?is section1 an eligible entity %all submit an application to ! ,secret>y t includes a description (-- 7#a7 h[ ! eligible entity w use ! funds to implem5t or exp& evid5ce-bas$ re=ms or practices to improve /ud5t outcomes at in/itutions ( high] education 9 ! ,/ate or sy/em ( in/itutions ( high] education1 or at ! ,tribal ,college or ,univ]sity1 z applicable2 & 7#b7 h[ ! eligible entity w su/a9 su* re=ms or practices aft] ! grant p]iod4 7c7 ,priority ,9 aw>d+ grants "u ?is section to eligible entities1 ! ,secret>y %all give priority to eligible entities t propose to use a significant %>e ( grant funds to1 among /ud5ts ( color1 l[-income /ud5ts1 /ud5ts ) disabilities1 /ud5ts 9 ne$ ( rem$iation1 fir/ g5]ation college /ud5ts1 /ud5t p>5ts1 & o!r und]s]v$ /ud5t populations 9 su* eligible entity1 improve enrollm5t1 ret5tion1 transf]1 or completion rates or labor m>ket outcomes4 7d7 ,adequate progress ,z a condition ( cont9u+ to receive funds "u ?is section1 = ea* ye> 9 :i* an eligible entity p>ticipates 9 ! program "u ?is section1 su* eligible entity %all demon/rate to ! satisfaction ( ! ,secret>y t ! entity has made adequate progress 9 implem5t+ or exp&+ evid5ce-bas$ re=ms or practices1 &1 among /ud5ts ( color1 l[-income /ud5ts1 /ud5ts ) disabilities1 /ud5ts 9 ne$ ( rem$iation1 fir/ g5]ation college /ud5ts1 /ud5t p>5ts1 & o!r und]s]v$ /ud5t populations 9 su* eligible entity1 improv+ enrollm5t1 ret5tion1 transf]1 or completion rates or labor m>ket outcomes4 7e7 ,mat*+ requirem5t ,z a condition ( receiv+ a grant "u ?is section = ! applicable ye> describ$ 9 p>agraphs 7#a7 ?r\gh 7#c71 an eligible entity t is n a ,tribal ,college or ,univ]sity %all provide mat*+ funds = su* applicable ye> t[>d ! co/ ( ! activities describ$ 9 ! application submitt$ "u subsection 7b74 ,su* mat*+ funds %all be 9 ! am\nt (-- 7#a7 9 ! second ye> ( a grant1 n less ?an #aj p]c5t ( ! grant am\nt aw>d$ to su* eligible entity = su* ye>2 7#b7 9 ! ?ird ye> ( a grant1 n less ?an #ae p]c5t ( ! grant am\nt aw>d$ to su* eligible entity = su* ye>2 & 7#c7 9 ! f\r? ye> & ea* subsequ5t ye> ( a grant1 n less ?an #bj p]c5t ( ! grant am\nt aw>d$ to su* eligible entity = su* ye>4 7f7 ,g5]al requirem5t ,an eligible entity %all use a grant "u ?is section only to c>ry out activities describ$ 9 ! application = su* ye> "u subsection 7b74 7g7 ,evid5ce-bas$ re=ms or practices ,an eligible entity receiv+ a grant "u ?is section %all1 directly or 9 collaboration ) in/itutions ( high] education & o!r non-pr(it organizations1 use ! grant funds to implem5t "o or m ( ! foll[+ evid5ce-bas$ re=ms or practices3 7#a7 ,provid+ compreh5sive academic1 c>e]1 & /ud5t support s]vices1 includ+ m5tor+1 advis+1 or case managem5t s]vices4 7#b7 ,provid+ assi/ance 9 apply+ = & access+ direct support s]vices1 f9ancial assi/ance1 or means-te/$ b5efit programs to meet ! basic ne$s ( /ud5ts4 7#c7 ,provid+ accel]at$ le>n+ opportunities1 includ+ dual or concurr5t enrollm5t programs & e>ly college high s*ool programs4 7#d7 ,re=m+ rem$ial or developm5tal education1 c\rse s*$ul+1 or cr$it-aw>d+ policies4 7#e7 ,improv+ transf] pa?ways betwe5-- 7,a7 9 ! case ( an eligible entity t is a ,/ate1 community colleges & #d-ye> in/itutions ( high] education 9 ! ,/ate2 7,b7 9 ! case ( an eligible entity t is a sy/em ( in/itutions ( high] education1 in/itutions )9 su* sy/em & o!r in/itutions ( high] education 9 ! ,/ate 9 :i* ! sy/em is locat$2 or 7,c7 9 ! case ( a ,tribal ,college or ,univ]sity1 betwe5 ! ,tribal ,college or ,univ]sity & o!r in/itutions ( high] education4 7h7 ,supplem5t1 n supplant ,funds made available "u ?is "p %all be us$ to supplem5t1 & n supplant1 o!r ,f$]al1 ,/ate1 local1 ,tribal1 & in/itutional funds t w\ld o!rwise be exp5d$ to c>ry out activities describ$ 9 ?is section4 7i7 ,def9itions ,9 ?is section3 7#a7 ,eligible entity ,! t]m eligible entity means a ,/ate1 a sy/em ( in/itutions ( high] education1 or a ,tribal ,college or ,univ]sity4 7#b7 ,evid5ce ti]s 7,a7 ,evid5ce ti] #a ,! t]m evid5ce ti] #a1 :5 us$ ) respect to a re=m or practice1 means a re=m or practice t meets ! crit]ia = receiv+ an expansion grant f ! education innovation & rese>* program "u section #dfaa7;a77#b77;,c7 ( ! ,elem5t>y & ,second>y ,education ,act ( #aife1 z det]m9$ by ! ,secret>y 9 accordance ) su* section4 7,b7 ,evid5ce ti] #b ,! t]m evid5ce ti] #b1 :5 us$ ) respect to a re=m or practice1 means a re=m or practice t meets ! crit]ia = receiv+ a mid-phase grant f ! education innovation & rese>* program "u section #dfaa7;a77#b77;,b7 ( ! ,elem5t>y & ,second>y ,education ,act ( #aife1 z det]m9$ by ! ,secret>y 9 accordance ) su* section4 7#c7 ,fir/ g5]ation college /ud5t ,! t]m fir/ g5]ation college /ud5t has ! mean+ giv5 ! t]m 9 section #djb;,a7h77#c74 7#d7 ,in/itution ( high] education ,! t]m in/itution ( high] education has ! mean+ giv5 ! t]m 9 section #aja or #ajb7;a77#a77;,b74 7#e7 ,/ate ,! t]m ,/ate means ea* ( ! #ej ,/ates ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 ,am]ican ,samoa1 ,guam1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & ! ,freely ,associat$ ,/ates4 7#f7 ,tribal college or univ]sity ,! t]m ,tribal ,college or ,univ]sity has ! mean+ giv5 ! t]m 9 section #caf7;b77#c74 7j7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #caj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjcj1 to aw>d competitive grants to eligible entities t are n ,tribal ,colleges & ,univ]sities to c>ry out ! approv$ activities describ$ 9 ! applications submitt$ "u subsection 7b72 7#b7 #cg1ejj1jjj to rema9 available until ,septemb] #cj1 #bjcj1 to aw>d competitive grants to ,tribal ,colleges & ,univ]sities to c>ry out ! approv$ activities describ$ 9 ! applications submitt$ "u subsection 7b72 7#c7 #ie1jjj1jjj to rema9 available until ,septemb] #cj1 #bjcj1 to supplem5t ! competitive grant am\nts aw>d$ to eligible entities ) funds available "u p>agraph 7#a7 & 7#b7 to implem5t re=ms or practices t meet evid5ce ti] #a2 7#d7 #dg1ejj1jjj to rema9 available until ,septemb] #cj1 #bjcj1 to supplem5t ! competitive grant am\nts aw>d$ to eligible entities ) funds available "u p>agraphs 7#a7 & 7#b7 to implem5t re=ms or practices t meet evid5ce ti] #a or evid5ce ti] #b1 or a comb9ation ( su* re=ms or practices2 & 7#e7 #aj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjcj1 to evaluate ! effectiv5ess ( ! activities c>ri$ out "u ?is section4 7k7 ,sunset ,! au?ority to make grants "u ?is section %all expire at ! end ( aw>d ye> #bjbf-bjbg4 7l7 ,inapplicability ( ,,gepa cont+5t ext5sion ( programs ,section #dbb ( ! ,g5]al ,education ,provisions ,act %all n apply to ?is "p4 4 #bjjbe4 ,in/itutional aid 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbb2 7#b7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbc2 7#c7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbd2 7#d7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbe2 7#e7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbf2 7#f7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbb2 7#g7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbc2 7#h7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbd2 7#i7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbe2 7#aj7 #dgj1fdj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbf2 7#aa7 #ada1abj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbb2 7#ab7 #ada1abj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbc2 7#ac7 #ada1abj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbd2 7#ad7 #ada1abj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbe2 7#ae7 #ada1abj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbf2 7#af7 #gj1efj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbb2 7#ag7 #gj1efj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbc2 7#ah7 #gj1efj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbd2 7#ai7 #gj1efj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbe2 7#bj7 #gj1efj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbf2 7#ba7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbb2 7#bb7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbc2 7#bc7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbd2 7#bd7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbe2 7#be7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbf2 7#bf7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbb2 7#bg7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbc2 7#bh7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbd2 7#bi7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbe2 & 7#cj7 #bc1ebj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 9 fiscal ye> #bjbf4 7b7 ,use ( funds 7#a7 ,9 g5]al ,an in/itution ( high] education receiv+ funds made available "u ?is section %all use su* funds 9 accordance ) ! uses ( funds describ$ "u subp>agraphs 7,b71 7,c71 & clauses 7i7 ?r\gh 7iv7 ( subp>agraph 7,d7 ( section #cga7;b77#b7 ( ! ,high] ,education ,act ( #aife1 z applicable1 & to aw>d ne$-bas$ f9ancial aid 7includ+ em]g5cy f9ancial aid grants7 to l[-income /ud5ts enroll$ 9 an eligible program 7z def9$ 9 section #dha7;b7 ( ! ,high] ,education ,act ( #aife7 at su* in/itution4 7#b7 ,di/ribution requirem5ts ,! ,secret>y ( ,education %all di/ribute ea* ( ! am\nts appropriat$ "u p>agraphs 7#f7 ?r\gh 7#aj7 ( subsection 7a7 9 accordance ) section #cga7;b77#b77;,c71 except t 9 clause 7ii7 ( su* section1 #be & ( #fjj1jjj annually %all n apply4 7c7 ,no additional eligibility requirem5ts ,no individual %all be det]m9$ by ! ,secret>y ( ,education to be ineligible = b5efits provid$ "u subsection 7b77#a7 except on ! basis ( n be+ a l[-income /ud5t enroll$ 9 an eligible program 7z def9$ 9 section #dha7;b7 ( ! ,high] ,education ,act ( #aife74 #bjjbf4 ,rese>* & developm5t infra/ructure competitive grant program ,title ,,iii ( ! ,high] ,education ,act ( #aife is am5d$-- 7#a7 by r$esignat+ "p ,g z "p ,h2 & 7#b7 by ins]t+ aft] section #cga ! foll[+3 ,g ,improv+ ,rese>* ,developm5t ,infra/ructure = ,hi/orically ,black ,colleges & ,univ]sities1 ,tribal ,colleges & ,univ]sities1 & ,m9ority-,s]v+ ,in/itutions #cha4 ,improv+ rese>* developm5t infra/ructure = hi/orically black colleges & univ]sities1 tribal colleges & univ]sities1 & m9ority-s]v+ in/itutions 7a7 ,eligible in/itution ,9 ?is section1 ! t]m eligible in/itution means-- 7#a7 an in/itution t-- 7,a7 is describ$ 9 section #cga7;a72 7,b7 is a #d-ye> in/itution2 & 7,c7 is n an in/itution classifi$ z v high rese>* activity by ! ,c>negie ,classification ( ,in/itutions ( ,high] ,education2 or 7#b7 an in/itution describ$ 9 p>agraph 7#a7 act+ on behalf ( a consortium1 :i* may include in/itutions classifi$ z v high rese>* activity by ! ,c>negie ,classification ( ,in/itutions ( ,high] ,education1 #b-ye> in/itutions ( high] education 7z def9$ 9 section #aja71 in/itutions ( high] education 7z def9$ 9 section #aja or section #ajb7;a77#a77;,b7 ( ! ,high] ,education ,act ( #aife71 non-pr(it organizations1 philan?ropic organizations1 & indu/ry p>tn]s1 provid$ t ! eligible in/itution is ! lead memb] & fiscal ag5t ( ! consortium4 7b7 ,au?orization ( grant programs ,= ! purpose ( support+ rese>* & developm5t infra/ructure at eligible in/itutions1 ! ,secret>y %all aw>d1 on a competitive basis1 to eligible in/itutions-- 7#a7 plann+ grants = a p]iod ( n m ?an #b ye>s2 & 7#b7 implem5tation grants = a p]iod ( n m ?an #e ye>s4 7c7 ,applications 7#a7 ,9 g5]al ,an eligible in/itution t desires to receive a plann+ grant "u subsection 7b77#a7 or an implem5tation grant "u subsection 7b77#b7 %all submit an application to ! ,secret>y t includes a description ( ! activities t w be c>ri$ out ) grant funds4 7#b7 ,no compreh5sive developm5t plan ,! requirem5t "u section #cia7;b77#a7 %all n apply to grants aw>d$ "u ?is section4 7d7 ,priority 9 aw>ds 7#a7 ,9 g5]al ,9 aw>d+ plann+ & implem5tation grants "u ?is section1 ! ,secret>y %all adm9i/] sep>ate competitions = ea* ( ! categories ( in/itutions li/$ 9 p>agraphs 7#a7 ?r\gh 7#g7 ( section #cga7;a74 7#b7 ,priority ,9 aw>d+ implem5tation grants "u ?is section1 ! ,secret>y %all give priority to eligible in/itutions t h receiv$ a plann+ grant "u ?is section4 7e7 ,use ( funds 7#a7 ,plann+ grants ,an eligible in/itution t receives a plann+ grant "u subsection 7b77#a7 %all use ! grant funds to develop a /rategic plan = improv+ in/itutional rese>* & developm5t infra/ructure t includes-- 7,a7 an assessm5t ( ! exi/+ in/itutional rese>* capacity & rese>* & developm5t infra/ructure2 & 7,b7 a detail$ description ( h[ ! in/itution w\ld use rese>* & developm5t infra/ructure funds provid$ by an implem5tation grant "u ?is section to increase ! in/itution's rese>* capacity & support rese>* & developm5t infra/ructure4 7#b7 ,implem5tation grants ,an eligible in/itution t receives an implem5tation grant "u subsection 7b77#b7 %all use ! grant funds to support rese>* & developm5t infra/ructure1 :i* %all include c>ry+ out at lea/ "o ( ! foll[+ activities3 7,a7 ,provid+ = ! improvem5t ( infra/ructure exi/+ on ! date ( ! grant aw>d1 includ+ def]r$ ma9t5ance1 or ! e/abli%m5t ( new physical infra/ructure1 includ+ in/ructional program spaces1 laboratories1 rese>* facilities or furniture1 fixtures1 & in/ructional rese>*-relat$ equipm5t & te*nology4 7,b7 ,hir+ & reta9+ faculty1 /ud5ts1 rese>*-relat$ /aff1 or o!r p]sonnel1 includ+ rese>* p]sonnel skill$ 9 op]at+1 us+1 or apply+ te*nology1 equipm5t1 or devices us$ to conduct or support rese>*4 7,c7 ,creat+ & support+ int]- & intra-in/itutional rese>* c5t]s 7includ+ =mal & in=mal communities ( practice7 9 fields ( rese>* = :i* rese>* & developm5t infra/ructure funds h be5 aw>d$ "u ?is section1 includ+ hir+ /aff & pur*as+ supplies & equipm5t4 7f7 ,supplem5t n supplant ,funds made available "u ?is section %all be us$ to supplem5t1 & n supplant1 o!r ,f$]al1 ,/ate1 tribal1 & local funds t w\ld o!rwise be exp5d$ to c>ry out ! activities describ$ 9 ?is section4 7g7 ,sunset 7#a7 ,9 g5]al ,! au?ority to make-- 7,a7 plann+ grants "u subsection 7b77#a7 %all expire at ! end ( fiscal ye> #bjbe2 & 7,b7 implem5tation grants "u subsection 7b77#b7 %all expire at ! end ( fiscal ye> #bjbg4 7#b7 ,inapplicability ( ,,gepa cont+5t ext5sion ( programs ,section #dbb ( ! ,g5]al ,education ,provisions ,act %all n apply to ?is section4 7h7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out ?is section4 4 #bjjbg4 ,nor!rn ,m>iana ,isl&s1 ,am]ican ,samoa1 ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 & freely associat$ ,/ates college access ,title ,,vii ( ! ,high] ,education ,act ( #aife1 z am5d$ by ?is ,act1 is fur!r am5d$ by add+ at ! end ! foll[+3 ,g ,college ,access = ,/ud5ts 9 ,outly+ ,areas #gib4 ,nor!rn ,m>iana ,isl&s1 ,am]ican ,samoa1 ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 & freely associat$ /ates college access grants 7a7 ,grants 7#a7 ,grant am\nts 7,a7 ,9 g5]al ,beg9n+ ) aw>d ye> #bjbc-bjbd1 f am\nts appropriat$ to c>ry out ?is section1 ! ,secret>y %all aw>d grants to ! ,gov]nors ( ea* outly+ area = su* ,gov]nors to aw>d grants to eligible in/itutions t enroll eligible /ud5ts to pay ! diff]5ce betwe5 ! tuition & fees *>g$ = 9-,/ate /ud5ts & ! tuition & fees *>g$ = out-(-,/ate /ud5ts on behalf ( ea* eligible /ud5t enroll$ 9 ! eligible in/itution4 7,b7 ,maximum /ud5t am\nts ,! am\nt paid on behalf ( an eligible /ud5t "u ?is section %all be-- 7i7 n m ?an #ae1jjj = any "o aw>d ye> 7z def9$ 9 section #dha7;a77#a772 & 7ii7 n m ?an #ge1jjj 9 ! aggregate4 7,c7 ,proration ,! ,gov]nor %all prorate paym5ts "u ?is section ) respect to eligible /ud5ts :o att5d an eligible in/itution on less ?an a full-"t basis4 7#b7 ,agreem5t ,ea* ,gov]nor desir+ a grant "u ?is section %all ent] into an agreem5t ) ! ,secret>y = ! purposes ( adm9i/]+ ! grant program4 7#c7 ,grant au?ority ,! au?ority to make grants "u ?is section %all expire at ! end ( aw>d ye> #bjbi-bjcj4 7b7 ,inapplicability ( ,,gepa cont+5t ext5sion ( programs ,section #dbb ( ! ,g5]al ,education ,provisions ,act %all n apply to ?is section4 7c7 ,no additional eligibility requirem5ts ,no individual %all be det]m9$1 by a ,gov]nor1 an eligible in/itution1 or ! ,secret>y1 to be ineligible = b5efits provid$ "u ?is section except on ! basis ( eligibility requirem5ts "u ?is section4 7d7 ,def9itions ,9 ?is section3 7#a7 ,eligible in/itution ,! t]m eligible in/itution means an in/itution t-- 7,a7 is a public f\r-ye> in/itution ( high] education locat$ 9 "o ( ! sev]al ,/ates ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 or an outly+ area2 7,b7 ent]s into an agreem5t ) ! ,gov]nor ( an outly+ area1 or ) two or m ( su* ,gov]nors 7except t su* in/itution may n ent] into an agreem5t ) ! ,gov]nor ( ! outly+ area 9 :i* su* in/itution is locat$71 to c>ry out ! grant program "u ?is section2 & 7,c7 submits an assurance to ! ,gov]nor & to ! ,secret>y t ! in/itution %all use funds made available "u ?is section to supplem5t1 & n supplant1 assi/ance t o!rwise w\ld be provid$ to eligible /ud5ts f outly+ areas4 7#b7 ,eligible /ud5t ,! t]m eligible /ud5t means a /ud5t :o-- 7,a7 0 domicil$ 9 an outly+ area = n less ?an #ab consecutive mon?s prec$+ ! comm5cem5t ( ! fre%man ye> at an in/itution ( high] education support$ by a grant aw>d$ "u ?is section2 7,b7 has n complet$ an und]graduate baccalaureate c\rse ( /udy2 & 7,c7 is enroll$ z an und]graduate /ud5t 9 an eligible program 7z def9$ 9 section #dha7;b77 on at lea/ a half-"t basis4 7#c7 ,in/itution ( high] education ,! t]m in/itution ( high] education has ! mean+ giv5 ! t]m 9 section #aja4 7#d7 ,gov]nor ,! t]m ,gov]nor means ! *ief executive ( an outly+ area4 7#e7 ,outly+ area ,! t]m outly+ area means ! ,nor!rn ,m>iana ,isl&s1 ,am]ican ,samoa1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 & ! ,freely ,associat$ ,/ates4 7e7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y1 to rema9 available until ,septemb] #cj1 #bjcj1 = c>ry+ out ?is section4 4 #c ,dep>tm5t ( ,education implem5tation #bjjca4 ,program adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ia1gdb1jjj1 to rema9 available until exp5d$1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is subtitle & sections #bbaja & #bbajb4 #bjjcb4 ,/ud5t aid adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #he1jjj1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjcj1 = ,/ud5t ,aid ,adm9i/ration )9 ! ,dep>tm5t ( ,education = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is subtitle & = additional ,f$]al adm9i/rative exp5ses4 #bjjcc4 ,(fice ( ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until exp5d$1 = ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,education1 = sal>ies & exp5ses necess>y = ov]sight1 inve/igations1 & audits ( programs1 grants1 & projects fund$ "u ?is subtitle & sections #bbaja & #bbajb c>ri$ out by ! ,(fice ( ,inspector ,g5]al4 ,b ,labor ,matt]s #bajja4 ,dep>tm5t ( ,labor ,9 addition to am\nts o!rwise available1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 !re are appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjbf1 ! foll[+ am\nts3 7#a7 #aie1jjj1jjj to ! ,employee ,b5efits ,security ,adm9i/ration = c>ry+ out en=cem5t activities4 7#b7 #gjg1jjj1jjj to ! ,occupational ,safety & ,heal? ,adm9i/ration = c>ry+ out en=cem5t1 /&>ds developm5t1 :i/lebl[] inve/igations1 compliance assi/ance1 fund+ = ,/ate plans1 & relat$ activities )9 ! ,occupational ,safety & ,heal? ,adm9i/ration4 7#c7 #acc1jjj1jjj to ! ,m9e ,safety & ,heal? ,adm9i/ration = c>ry+ out en=cem5t1 /&>d sett+1 te*nical assi/ance1 & relat$ activities4 7#d7 #dje1jjj1jjj to ! ,wage & ,h\r ,division = c>ry+ out activities ( ! ,division4 7#e7 #aba1jjj1jjj to ! ,(fice ( ,work]s' ,comp5sation ,programs = c>ry+ out activities ( ! ,(fice4 7#f7 #bja1jjj1jjj to ! ,(fice ( ,f$]al ,contract ,compliance ,programs = c>ry+ out audit1 inve/igation1 en=cem5t1 & compliance assi/ance1 & o!r activities4 7#g7 #agf1jjj1jjj to ! ,(fice ( ! ,solicitor = c>ry+ out necess>y legal support = activities c>ri$ out by ! ,(fice relat$ to & 9 support ( ! activities ( ^? ,dep>tm5t ( ,labor ag5cies receiv+ additional fund+ 9 ?is section4 #bajjb4 ,national ,labor ,relations ,bo>d ,9 addition to am\nts o!rwise available1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 !re are appropriat$ to ! ,national ,labor ,relations ,bo>d = fiscal ye> #bjbb1 #cej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,national ,labor ,relations ,bo>d to c>ry out ! functions ve/$ 9 x by ! ,national ,labor ,relations ,act4 #bajjc4 ,equal ,employm5t ,opportunity ,commission ,9 addition to am\nts o!rwise available1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 !re are appropriat$ to ! ,equal ,employm5t ,opportunity ,commission = fiscal ye> #bjbb1 #cba1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out inve/igation1 en=cem5t1 outrea*1 & relat$ activities4 #bajjd4 ,adju/m5t ( civil p5alties 7a7 ,occupational ,safety & ,heal? ,act ( #aigj ,section #ag ( ! ,occupational ,safety & ,heal? ,act ( #aigj 7#bi ,u4,s4,c4 #fff7 is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 by /rik+ #gj1jjj & ins]t+ #gjj1jjj2 & 7,b7 by /rik+ #e1jjj & ins]t+ #ej1jjj2 7#b7 9 subsection 7b71 by /rik+ #g1jjj & ins]t+ #gj1jjj2 & 7#c7 9 subsection 7d71 by /rik+ #g1jjj & ins]t+ #gj1jjj4 7b7 ,fair ,labor ,/&>ds ,act ( #aich ,section #af7;e7 ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #baf7;e77 is am5d$-- 7#a7 9 p>agraph 7#a77;,a7-- 7,a7 9 clause 7i71 by /rik+ #aa1jjj & ins]t+ #acb1bgj2 & 7,b7 9 clause 7ii71 by /rik+ #ej1jjj & ins]t+ #fja1aej2 & 7#b7 9 p>agraph 7#b7-- 7,a7 9 ! fir/ s5t5ce1 by /rik+ #a1ajj & ins]t+ #bj1gdj2 & 7,b7 9 ! second s5t5ce1 by /rik+ #a1ajj & ins]t+ #aa1fbj4 7c7 ,migrant & ,seasonal ,agricultural ,work] ,protection ,act ,section #ejc7;a77#a7 ( ! ,migrant & ,seasonal ,agricultural ,work] ,protection ,act 7#bi ,u4,s4,c4 #ahec7;a77#a77 is am5d$ by /rik+ #a1jjj & ins]t+ #be1gij4 7d7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ,janu>y #a1 #bjbb4 #bajje4 ,civil monet>y p5alties = p>ity violations 7a7 ,civil monet>y p5alties relat+ to p>ity 9 m5tal heal? & sub/ance use disord]s ,section #ejb7;c77#aj7 ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd 7#bi ,u4,s4,c4 #aacb7;c77#aj77;,a77 is am5d$-- 7#a7 9 ! head+1 by /rik+ use ( g5etic in=mation & ins]t+ use ( g5etic in=mation & p>ity 9 m5tal heal? & sub/ance use disord] b5efits2 & 7#b7 9 subp>agraph 7,a7-- 7,a7 by /rik+ any plan sponsor ( a gr\p heal? plan & ins]t+ any plan sponsor or plan adm9i/rator ( a gr\p heal? plan2 & 7,b7 by /rik+ = any failure & all t foll[s ?r\gh 9 connection ) ! plan4 & ins]t+ = any failure by su* sponsor1 adm9i/rator1 or issu]1 9 connection ) ! plan-- 7i7 to meet ! requirem5ts ( subsection 7a77#a77;,f71 7b77#c71 7c71 or 7d7 ( section #gjb or section #gja or #gjb7;b77#a7 ) respect to g5etic in=mation2 or 7ii7 to meet ! requirem5ts ( subsection 7a7 ( section #gab ) respect to p>ity 9 m5tal heal? & sub/ance use disord] b5efits4 4 7b7 ,exception to ! g5]al prohibition on en=cem5t ,section #ejb ( su* ,act 7#bi ,u4,s4,c4 #aacb7 is am5d$-- 7#a7 9 subsection 7a77#f71 by /rik+ or 7#i7 & ins]t+ 7#i71 or 7#aj72 & 7#b7 9 subsection 7b77#c7-- 7,a7 by /rik+ subsections 7c77#i7 & 7a77#f7 & ins]t+ subsections 7c77#i71 7c77#aj71 & 7a77#f72 7,b7 by /rik+ "u subsection 7c77#i77 & ins]t+ "u subsections 7c77#i7 & 7c77#aj771 & except ) respect to en=cem5t by ! ,secret>y ( section #gab2 & 7,c7 by /rik+ #gjf7;a77#a7 & ins]t+ #gcc7;a77#a74 7c7 ,effective date ,! am5dm5ts made by subsection 7a7 %all apply ) respect to gr\p heal? plans1 or any heal? insurance issu] (f]+ heal? insurance cov]age 9 connection ) su* plan1 = plan ye>s beg9n+ aft] ! date t is #a ye> aft] ! date ( enactm5t ( ?is ,act4 #bajjf4 ,p5alties "u ! ,national ,labor ,relations ,act 7a7 ,9 g5]al ,section #ab ( ! ,national ,labor ,relations ,act 7#bi ,u4,s4,c4 #afb7 is am5d$-- 7#a7 by /rik+ ,sec4 #ab4 ,any p]son & ins]t+ ! foll[+3 #ab4 ,p5alties 7a7 ,violations = int]f]5ce ) bo>d ,any p]son 2 & 7#b7 by add+ at ! end ! foll[+3 7b7 ,civil p5alties = unfair labor practices ,any employ] :o commits an unfair labor practice )9 ! mean+ ( section #h7;a7 affect+ comm]ce %all be subject to a civil p5alty 9 an am\nt n to exce$ #ej1jjj = ea* su* violation1 except t1 ) respect to su* an unfair labor practice )9 ! mean+ ( p>agraph 7#c7 or 7#d7 ( section #h7;a7 or su* a violation ( section #h7;a7 t results 9 ! dis*>ge ( an employee or o!r s]i\s economic h>m to an employee1 ! ,bo>d %all d\ble ! am\nt ( su* p5alty1 to an am\nt n to exce$ #ajj1jjj1 9 any case :]e ! employ] has )9 ! prec$+ #e ye>s committ$ ano!r su* violation ( su* p>agraph 7#c7 or 7#d7 or su* violation ( section #h7;a7 t results 9 su* dis*>ge or o!r s]i\s economic h>m4 ,a civil p5alty "u ?is p>agraph %all be 9 addition to any o!r rem$y ord]$ by ! ,bo>d4 7c7 ,consid]ations ,9 det]m9+ ! am\nt ( any civil p5alty "u ?is section1 ! ,bo>d %all consid]-- 7#a7 ! gravity ( ! actions ( ! employ] result+ 9 ! p5alty1 includ+ ! impact ( su* actions on ! *>g+ p>ty or on o!r p]sons seek+ to ex]cise rights gu>ante$ by ?is ,act2 7#b7 ! size ( ! employ]2 7#c7 ! hi/ory ( previ\s unfair labor practices or o!r actions by ! employ] result+ 9 a p5alty2 & 7#d7 ! public int]e/4 7d7 ,director & (fic] liability ,if ! ,bo>d det]m9es1 bas$ on ! p>ticul> facts & circum/ances pres5t$1 t a director or (fic]'s p]sonal liability is w>rant$1 a civil p5alty = a violation describ$ 9 ?is section may also be assess$ aga9/ any director or (fic] ( ! employ] :o direct$ or committ$ ! violation1 _h e/abli%$ a policy t l$ to su* a violation1 or _h actual or con/ructive k ( & ! au?ority to prev5t ! violation & fail$ to prev5t ! violation4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ,janu>y #a1 #bjbb4 ,c ,work=ce ,developm5t ,matt]s #a ,dep>tm5t ( ,labor #bbjja4 ,dislocat$ work] employm5t & tra9+ activities 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 :i* %all be allott$ 9 accordance ) subsection 7b77#b7 ( section #acb & res]v$ "u subsection 7a7 ( section #acc ( ! ,work=ce ,innovation & ,opportunity ,act1 & allocat$ "u subsection 7b77#a77;,b7 ( section #acc ( su* ,act = ea* local area to provide-- 7#a7 c>e] s]vices au?oriz$ "u subsection 7c77#b7 ( section #acd ( ! ,work=ce ,innovation & ,opportunity ,act1 includ+ individualiz$ c>e] s]vices describ$ 9 section #acd7;c77#b77;,a77xii7 ( su* ,act2 7#b7 supportive s]vices & ne$s-relat$ paym5ts au?oriz$ "u p>agraphs 7#b7 & 7#c7 ( section #acd7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act1 except t ! requirem5ts ( subp>agraphs 7,b7 & 7,c7 ( p>agraph 7#c7 ( su* section %all n apply2 & 7#c7 tra9+ s]vices1 includ+ ?r\gh individual tra9+ acc\nts1 au?oriz$ "u section #acd7;c77#c7 ( ! ,work=ce ,innovation & ,opportunity ,act1 except t = purposes ( provid+ transitional jobs z "p ( ^? s]vices "u ?is section1 section #acd7;d77#e7 ( su* ,act %all be appli$ by sub/itut+ #dj p]c5t = #aj p]c5t4 7b7 ,supplem5t n supplant ,am\nts made available to c>ry out ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ to provide employm5t & tra9+ activities = dislocat$ work]s1 includ+ funds provid$ "u ! ,work=ce ,innovation & ,opportunity ,act4 #bbjjb4 ,adult work] employm5t & tra9+ activities 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 :i* %all be allott$ 9 accordance ) subsection 7b77#a7 ( section #acb & res]v$ "u subsection 7a7 ( section #acc ( ! ,work=ce ,innovation & ,opportunity ,act1 & allocat$ "u subsection 7b77#a77;,a7 ( section #acc ( su* ,act = ea* local area to provide-- 7#a7 c>e] s]vices au?oriz$ "u subsection 7c77#b7 ( section #acd ( ! ,work=ce ,innovation & ,opportunity ,act1 includ+ individualiz$ c>e] s]vices describ$ 9 section #acd7;c77#b77;,a77xii7 ( su* ,act2 7#b7 supportive s]vices & ne$s-relat$ paym5ts au?oriz$ "u p>agraphs 7#b7 & 7#c7 ( section #acd7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act1 except t ! requirem5ts ( subp>agraphs 7,b7 & 7,c7 ( p>agraph 7#c7 ( su* section %all n apply2 & 7#c7 tra9+ s]vices1 includ+ ?r\gh individual tra9+ acc\nts1 au?oriz$ "u section #acd7;c77#c7 ( ! ,work=ce ,innovation & ,opportunity ,act1 except t = purposes ( provid+ incumb5t work] tra9+ z "p ( ^? s]vices "u ?is section1 if su* tra9+ is provid$ to l[-wage work]s1 section #acd7;d77#d77;,a77i7 ( su* ,act %all be appli$ by sub/itut+ #dj p]c5t = #bj p]c5t4 7b7 ,supplem5t n supplant ,am\nts made available to c>ry out ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ to provide adult employm5t & tra9+ activities1 includ+ funds provid$ "u ! ,work=ce ,innovation & ,opportunity ,act4 #bbjjc4 ,y\? work=ce inve/m5t activities 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 :i* %all be allott$ 9 accordance ) subp>agraphs 7,b7 & 7,c7 ( section #abg7;b77#a7 & res]v$ "u subsection 7a7 ( section #abh ( ! ,work=ce ,innovation & ,opportunity ,act1 & allocat$ "u subsection 7b7 ( section #abh ( su* ,act = ea* local area to-- 7#a7 c>ry out ! y\? work=ce inve/m5t activities au?oriz$ "u section #abi ( ! ,work=ce ,innovation & ,opportunity ,act2 7#b7 provide opportunities = 9-s*ool y\? & out-(-s*ool y\? to p>ticipate 9 paid "w exp]i5ces describ$ 9 subsection 7c77#b77;,c7 ( section #abi ( ! ,work=ce ,innovation & ,opportunity ,act2 & 7#c7 p>tn] ) community-bas$ organizations to support out-(-s*ool y\?1 includ+ ^? resid+ 9 high-crime or high-pov]ty areas4 7b7 ,supplem5t n supplant ,am\nts made available to c>ry out ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ = y\? work=ce inve/m5t activities1 includ+ funds provid$ "u ! ,work=ce ,innovation & ,opportunity ,act4 #bbjjd4 ,employm5t s]vice ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 ! foll[+ am\nts1 to rema9 available until ,septemb] #cj1 #bjbf3 7#a7 #djj1jjj1jjj = c>ry+ out ! ,/ate grant activities au?oriz$ "u section #g ( ! ,wagn]-,peys] ,act1 :i* %all be allott$ 9 accordance ) section #f ( su* ,act1 except t1 = purposes ( ?is section1 funds %all also be res]v$ & us$ = ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s & ,am]ican ,samoa 9 am\nts ! ,secret>y det]m9es appropriate prior to ! allotm5ts be+ made 9 accordance ) section #f ( su* ,act4 7#b7 #ajj1jjj1jjj = c>ry+ out improvem5ts to ,/ate work=ce & labor m>ket in=mation sy/ems4 #bbjje4 ,re-entry employm5t opportunities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 ! foll[+ am\nts1 to rema9 available until ,septemb] #cj1 #bjbf3 7#a7 #cge1jjj1jjj1 = c>ry+ out ! ,re5try ,employm5t ,opportunities program4 7#b7 #abe1jjj1jjj1 = competitive grants to national & regional int]m$i>ies to c>ry out ,re5try ,employm5t ,opportunity programs t prep>e = employm5t "y adults ) crim9al records1 "y adults :o h be5 ju/ice sy/em-involv$1 or "y adults :o h dropp$ out ( s*ool or o!r educational programs1 made ) a priority = projects s]v+ high-crime1 high-pov]ty areas4 #bbjjf4 ,regi/]$ appr5tice%ips1 y\? appr5tice%ips1 & pre-appr5tice%ips ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 ! foll[+ am\nts1 to rema9 available until ,septemb] #cj1 #bjbf3 7#a7 #ejj1jjj1jjj = c>ry+ out activities ?r\gh grants1 coop]ative agreem5ts1 contracts1 or o!r arrangem5ts1 includ+ arrangem5ts ) ,/ates & outly+ areas 7z su* t]ms are def9$ 9 p>agraphs 7#de7 & 7#ef71 respectively1 ( section #c ( ! ,work=ce ,innovation & ,opportunity ,act71 equity int]m$i>ies1 & bus9ess & labor indu/ry p>tn] int]m$i>ies1 to create or exp& only-- 7,a7 regi/]$ appr5tice%ip programs2 7,b7 pre-appr5tice%ip programs t articulate to regi/]$ appr5tice%ip programs2 & 7,c7 y\? appr5tice%ip programs t-- 7i7 provide p>ticipants ) high-quality1 classroom-bas$ relat$ in/ruction & tra9+1 & employm5t opportunities ) progressively increas+ wages2 & 7ii7 prep>e p>ticipants = enrollm5t 9 an in/itution ( high] education 7z def9$ 9 section #aja or #ajb7;c7 ( ! ,high] ,education ,act ( #aife71 a regi/]$ appr5tice%ip program1 & employm5t4 7#b7 #ejj1jjj1jjj = c>ry+ out activities ?r\gh arrangem5ts describ$ 9 p>agraph 7#a7 to support programs describ$ 9 su* p>agraph t s]ve a high numb] or high p]c5tage ( individuals ) b>ri]s to employm5t 7z def9$ 9 section #c7bd7 ( ! ,work=ce ,innovation & ,opportunity ,act71 includ+ individuals ) disabilities1 or nontraditional appr5tice%ip populations4 #bbjjg4 ,indu/ry or sector p>tn]%ip grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1fjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,secret>y to aw>d1 on a competitive basis1 grants1 contracts1 or coop]ative agreem5ts to eligible p>tn]%ips = ! purposes ( exp&+ employm5t & tra9+ activities = high-skill1 high-wage1 or 9-dem& indu/ry sectors or occupations4 7b7 ,eligibility ,to be eligible to receive funds "u ?is section1 an eligible p>tn]%ip %all submit to ! ,secret>y an application t includes a description ( programs to be support$ ) su* funds1 ! recogniz$ po/second>y cr$5tials p>ticipants 9 su* programs w e>n1 & relat$ employm5t opportunities = :i* p>ticipants 9 su* programs w be prep>$4 7c7 ,uses ( funds ,an eligible p>tn]%ip aw>d$ funds "u ?is section %all use su* funds to-- 7#a7 regul>ly engage & conv5e /akehold]s to develop1 or exp&1 employm5t & tra9+ activities = ! high-skill1 high-wage1 or 9-dem& indu/ry sector or occupation on :i* su* p>tn]%ip is focus$2 7#b7 directly provide1 or arrange = ! provision (1 high-quality1 evid5ce-bas$ tra9+ t leads to ! atta9m5t ( nationally or regionally portable & /ackable recogniz$ po/second>y cr$5tials = ! indu/ry sector or occupation describ$ 9 p>agraph 7#a71 :i* %all include-- 7,a7 7i7 tra9+ s]vices describ$ 9 any clause ( subp>agraph 7,d7 ( section #acd7;c77#c7 ( ! ,work=ce ,innovation & ,opportunity ,act provid$ ?r\gh contracts t meet ! requirem5ts ( t section #acd7;c77#c72 or 7ii7 tra9+ provid$ ?r\gh-- 7,i7 regi/]$ appr5tice%ip programs2 7,,ii7 pre-appr5tice%ip programs t articulate to regi/]$ appr5tice%ip programs2 7,,iii7 y\? appr5tice%ip programs t-- 7aa7 provide p>ticipants ) high-quality1 classroom-bas$ relat$ in/ruction & tra9+1 & employm5t opportunities ) progressively increas+ wages2 & 7bb7 prep>e p>ticipants = enrollm5t 9 an in/itution ( high] education 7z def9$ 9 section #aja or #ajb7;c77 ( ! ,high] ,education ,act ( #aife71 a regi/]$ appr5tice%ip program1 & employm5t2 or 7,,iv7 jo9t labor-managem5t organizations2 & 7,b7 ! provision ( in=mation on relat$ skills or compet5cies t may be atta9$ ?r\gh su* tra9+ or cr$5tials2 7#c7 directly provide1 or arrange = ! provision (1 s]vices to help individuals ) b>ri]s to employm5t prep>e =1 complete1 & successfully transition out ( tra9+ describ$ 9 p>agraph 7#b71 :i* s]vices %all include c>e] s]vices1 supportive s]vices1 or provision ( ne$s-relat$ paym5ts au?oriz$ "u subsections 7c77#b71 7d77#b71 & 7d77#c7 ( section #acd ( ! ,work=ce ,innovation & ,opportunity ,act1 except t1 = purposes ( ?is section1 subp>agraphs 7,b7 & 7,c7 ( section #acd7;d77#c7 ( t ,act %all n apply2 & 7#d7 e/abli% or implem5t plans = provid]s ( programs support$ ) su* funds to meet ! crit]ia & c>ry out ! proc$ures to be includ$ on ! eligible tra9+ s]vices provid] li/ describ$ 9 section #abb7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act4 7d7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 =-- 7#a7 t>get$ outrea* & support to eligible p>tn]%ips s]v+ local areas ) high unemploym5t rates or high p]c5tages ( dislocat$ work]s or individuals ) b>ri]s to employm5t1 to provide guidance & assi/ance 9 ! application process "u ?is section2 7#b7 adm9i/ration ( ! program describ$ 9 ?is section1 includ+ provid+ compreh5sive te*nical assi/ance & ov]sight to support eligible p>tn]%ips2 & 7#c7 evaluat+ & report+ on ! p]=mance & impact ( programs fund$ "u ?is section4 7e7 ,/ate bo>d or local bo>d funds ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide direct assi/ance to ,/ate bo>ds or local bo>ds to support ! creation or expansion ( indu/ry or sector p>tn]%ips 9 local areas ) high unemploym5t rates or high p]c5tages ( dislocat$ work]s or individuals ) b>ri]s to employm5t1 z comp>$ to ,/ate or national av]ages = su* rates or p]c5tages4 7f7 ,supplem5t n supplant ,am\nts made available to c>ry out ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ to support activities describ$ 9 ?is section4 #bbjjh4 ,job ,corps 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf-- 7#a7 to provide funds to op]ators & s]vice provid]s to-- 7,a7 c>ry out ! activities & s]vices describ$ 9 sections #adh & #adi ( ! ,work=ce ,innovation & ,opportunity ,act2 & 7,b7 improve & exp& access to all[ances & s]vices describ$ 9 section #aej ( su* ,act2 & 7#b7 = ! con/ruction1 rehabilitation1 & acquisition ( ,job ,corps c5t]s1 not)/&+ section #aeh7;c7 ( ! ,work=ce ,innovation & ,opportunity ,act4 7b7 ,eligibility ( op]ators & s]vice provid]s ,= ! purposes ( c>ry+ out subsection 7a71 an entity 9 a ,/ate or outly+ area 7z su* t]m is def9$ 9 section #c7de7 ( ! ,work=ce ,innovation & ,opportunity ,act7 may be eligible to be select$ z an op]ator or s]vice provid]4 #bbjji4 ,native ,am]ican programs ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities describ$ 9 section #aff7;d77#b77;,a7 ( ! ,work=ce ,innovation & ,opportunity ,act4 #bbjaj4 ,migrant & seasonal f>mwork] programs ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #gj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities describ$ 9 section #afg7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act1 except t1 = purposes ( provid+ s]vices z "p ( su* activities to l[-income individuals "u ?is section1 section #c7cf77;,a77ii77,i7 ( su* ,act %all be appli$ by sub/itut+ #aej p]c5t ( ! pov]ty l9e = ! pov]ty l9e4 #bbjaa4 ,y\?build program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities describ$ 9 section #aga7;c77#b7 ( ! ,work=ce ,innovation & ,opportunity ,act1 includ+ = ! purposes ( improv+ & exp&+ access to s]vices1 /ip5ds1 wages1 & b5efits describ$ 9 subp>agraphs 7,a77vii7 & 7,f7 ( section #aga7;c77#b7 ( su* ,act4 #bbjab4 ,s5ior community s]vice employm5t program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #ce1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,s5ior ,community ,s]vice ,employm5t program au?oriz$ "u section #ejb ( ! ,old] ,am]icans ,act ( #aife4 #bbjac4 ,provision ( in=mation ,= purposes ( det]m9ations ( ! eligibility ( individuals to p>ticipate 9 activities fund$ "u ?is subtitle1 ! provision ( in=mation = su* det]m9ations by ,f$]al ag5cies o!r ?an ! ,dep>tm5t ( ,labor or ! ,dep>tm5t ( ,education %all n be requir$4 #bbjad4 ,def9itions ,9 ?is "p3 7#a7 ,eligible p>tn]%ip ,! t]m eligible p>tn]%ip means-- 7,a7 an indu/ry or sector p>tn]%ip1 :i* %all include multiple repres5tatives describ$ 9 ea* ( clauses 7i7 ?r\gh 7iii7 ( p>agraph 7#bf77;,a7 ( section #c ( ! ,work=ce ,innovation & ,opportunity ,act2 or 7,b7 a ,/ate bo>d or local bo>d1 a jo9t labor-managem5t organization1 or an entity eligible to be a repres5tative "u clause 7i71 7ii71 or 7iii7 ( p>agraph 7#bf77;,a7 ( section #c ( ! ,work=ce ,innovation & ,opportunity ,act1 t is 9 ! process ( e/abli%+ an indu/ry or sector p>tn]%ip describ$ 9 subp>agraph 7,a71 to c>ry out a grant1 contract1 or coop]ative agreem5t "u section #bbjjg4 7#b7 ,evid5ce-bas$ ,! t]m evid5ce-bas$ has ! mean+ giv5 ! t]m 9 section #c7bc7 ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf4 7#c7 ,regi/]$ appr5tice%ip program ,! t]m regi/]$ appr5tice%ip program means an appr5tice%ip program regi/]$ ) ! ,(fice ( ,appr5tice%ip ( ! ,employm5t & ,tra9+ ,adm9i/ration ( ! ,dep>tm5t ( ,labor or a ,/ate appr5tice%ip ag5cy recogniz$ by ! ,(fice ( ,appr5tice%ip pursuant to ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc74 7#d7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,labor4 7#e7 ,,wioa def9itions 7,a7 ,9 g5]al ,! t]ms c>e] pa?way1 9-dem& indu/ry sector or occupation1 individual ) a b>ri] to employm5t1 indu/ry or sector p>tn]%ip1 local area1 local bo>d1 recogniz$ po/second>y cr$5tial1 ,/ate bo>d1 & supportive s]vices h ! mean+s giv5 ! t]ms 9 p>agraphs 7#g71 7#bc71 7#bd71 7#bf71 7#cb71 7#cc71 7#eb71 7#eg71 & 7#ei71 respectively1 ( section #c ( ! ,work=ce ,innovation & ,opportunity ,act4 7,b7 ,c>e] s]vices ,! t]m c>e] s]vices means s]vices describ$ 9 section #acd7;c77#b7 ( ! ,work=ce ,innovation & ,opportunity ,act4 #b ,dep>tm5t ( ,education #bbaja4 ,adult education & lit]acy 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( adult education & lit]acy activities au?oriz$ "u ! ,work=ce ,innovation & ,opportunity ,act1 except t1 = ea* fiscal ye> = :i* an eligible ag5cy receives funds appropriat$ "u ?is section1 section #bbb7;a77#a7 ( ! ,work=ce ,innovation & ,opportunity ,act %all be appli$ by sub/itut+ n less ?an #aj p]c5t = n m ?an #bj p]c5t1 & section #bbb7;b7 ( su* ,act %all n apply4 7b7 ,supplem5t n supplant ,am\nts made available to c>ry out ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ to support adult education & lit]acy activities1 includ+ funds provid$ "u ! ,work=ce ,innovation & ,opportunity ,act4 #bbajb4 ,c>e] & te*nical education 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 ! foll[+ am\nts1 to rema9 available until ,septemb] #cj1 #bjbg3 7#a7 #fjj1jjj1jjj = c>ry+ out c>e] & te*nical education programs au?oriz$ "u section #abd & section #ace ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf1 :i* %all be allott$ 9 accordance ) section #aaa & section #aab ( su* ,act1 except t subsection 7b7 ( section #aab %all n apply4 7#b7 #ajj1jjj1jjj = c>ry+ out ! innovation & mod]nization program 9 subsection 7e7 ( section #aad ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf1 except t1 = purposes ( ?is p>agraph1 p>agraph 7#b7 ( su* subsection & ! #bj p]c5t limitation 9 p>agraph 7#a7 ( su* subsection %all n apply & eligible ag5cies1 z def9$ 9 section #c7ah7 ( su* ,act1 %all be eligible to receive grants "u su* program4 7b7 ,supplem5t n supplant ,am\nts made available to c>ry out ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ = c>e] & te*nical education programs1 includ+ funds provid$ "u ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf4 #bbajc4 ,community college & indu/ry p>tn]%ip grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,secret>y1 9 coord9ation ) ! ,secret>y ( ,labor1 to aw>d grants1 on a competitive basis1 to eligible in/itutions = ! purposes ( exp&+ employm5t & tra9+ activities = high-skill1 high-wage1 or 9-dem& indu/ry sectors or occupations4 7b7 ,eligibility ,to be eligible to receive su* a grant1 an eligible in/itution %all submit to ! ,secret>y an application t includes a description ( programs to be support$ ) su* grant1 ! recogniz$ po/second>y cr$5tials p>ticipants 9 su* programs w e>n1 & ! relat$ employm5t opportunities = :i* p>ticipants 9 su* programs w be prep>$4 7c7 ,use ( funds ,an eligible in/itution aw>d$ a grant "u ?is section %all use su* grant funds to exp& opportunities = atta9m5t ( recogniz$ po/second>y cr$5tials t are nationally or regionally portable & /ackable = high-skill1 high-wage1 or 9-dem& indu/ry sectors or occupations by-- 7#a7 e/abli%+1 improv+1 or scal+ high-quality1 evid5ce-bas$ education or c>e] tra9+ programs1 c>e] pa?way programs1 or "w-bas$ le>n+ programs 7includ+ regi/]$ appr5tice%ip programs or pre-appr5tice%ips t articulate to regi/]$ appr5tice%ip programs72 7#b7 provid+ s]vices to help individuals ) b>ri]s to employm5t prep>e =1 complete1 & successfully transition out ( programs describ$ 9 p>agraph 7#a7 support$ by su* grant1 :i* %all include provid+ supportive s]vices1 c>e] s]vices1 c>e] guidance & academic c\nsel+1 or job placem5t assi/ance2 & 7#c7 c>ry+ out #a or m ( ! foll[+3 7,a7 ,creat+1 develop+1 or exp&+ articulation agreem5ts 7z def9$ 9 section #dhf;,a7a7 ( ! ,high] ,education ,act ( #aife71 cr$it transf] agreem5ts1 corequisite rem$iation programs1 dual or concurr5t enrollm5t programs1 or policies & processes to aw>d academic cr$it = prior le>n+ or = programs describ$ 9 p>agraph 7#a7 support$ by su* grant4 7,b7 ,mak+ available in=mation on curricula & recogniz$ po/second>y cr$5tials1 includ+ ^? creat$ or develop$ us+ su* grant1 & in=mation on ! relat$ skills or compet5cies & relat$ employm5t & e>n+s outcomes4 7,c7 ,e/abli%+ or implem5t+ plans = provid]s ( programs describ$ 9 p>agraph 7#a7 support$ by su* grant to meet ! crit]ia & c>ry out ! proc$ures to be includ$ on ! eligible tra9+ s]vices provid] li/ describ$ 9 section #abb7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act4 7,d7 ,pur*as+1 leas+1 or refurbi%+ specializ$ equipm5t necess>y to c>ry out su* programs4 7,e7 ,r$uc+ p>ticipants' co/ ( att5dance 9 su* programs4 7,f7 ,e/abli%+ or exp&+ indu/ry or sector p>tn]%ips to successfully c>ry out ! activities support$ by su* grant "u ?is p>agraph1 & p>agraphs 7#a7 & 7#b74 7d7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out1 9 coord9ation ( ! ,dep>tm5t ( ,labor1 ! foll[+ activities3 7#a7 ,t>get$ outrea* to eligible in/itutions s]v+ a high numb] or high p]c5tage ( l[-income individuals or individuals ) b>ri]s to employm5t1 & rural-s]v+ eligible in/itutions1 to provide guidance & assi/ance 9 ! grant application process "u ?is section4 7#b7 ,adm9i/ration ( ! program describ$ 9 ?is section1 includ+ provid+ te*nical assi/ance & ov]sight to support eligible in/itutions4 7#c7 ,evaluat+ & report+ on ! p]=mance & impact ( programs fund$ "u ?is section4 7e7 ,supplem5t n supplant ,am\nts available to c>ry out ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ to support activities describ$ 9 ?is section4 7f7 ,def9itions ,9 ?is section3 7#a7 ,community college ,! t]m community college means-- 7,a7 a degree-grant+ public in/itution ( high] education 7z def9$ 9 section #aja ( ! ,high] ,education ,act ( #aife7 at :i*-- 7i7 ! highe/ degree aw>d$ is an associate degree2 or 7ii7 an associate degree is ! mo/ frequ5tly aw>d$ degree2 7,b7 a #b-ye> ,tribal ,college or ,univ]sity 7z def9$ 9 section #caf7;b77#c7 ( ! ,high] ,education ,act ( #aife72 7,c7 a degree-grant+ ,tribal ,college or ,univ]sity 7z def9$ 9 section #caf7;b77#c7 ( ! ,high] ,education ,act ( #aife7 at :i*-- 7i7 ! highe/ degree aw>d$ is an associate degree2 or 7ii7 an associate degree is ! mo/ frequ5tly aw>d$ degree2 or 7,d7 a bran* campus ( a #d-ye> public in/itution ( high] education 7z def9$ 9 section #aja ( ! ,high] ,education ,act ( #aife71 if1 at su* bran* campus-- 7i7 ! highe/ degree aw>d$ is an associate degree2 or 7ii7 an associate degree is ! mo/ frequ5tly aw>d$ degree4 7#b7 ,eligible in/itution ,! t]m eligible in/itution means a community college1 a po/second>y vocational in/itution 7z def9$ 9 section #ajb7;c7 ( ! ,high] ,education ,act ( #aife71 or a consortium ( su* colleges or in/itutions1 t is work+ directly ) an indu/ry or sector p>tn]%ip1 or 9 ! process ( e/abli%+ su* p>tn]%ip1 to c>ry out a grant "u ?is section4 7#c7 ,p]k9s ,,cte def9itions ,! t]ms c>e] guidance & academic c\nsel+1 dual or concurr5t enrollm5t program1 evid5ce-bas$1 & "w-bas$ le>n+ h ! mean+s giv5 ! t]ms 9 p>agraphs 7#g71 7#ae71 7#bc71 & 7#ee71 respectively1 ( section #c ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf4 7#d7 ,regi/]$ appr5tice%ip program ,! t]m regi/]$ appr5tice%ip program means an appr5tice%ip program regi/]$ ) ! ,(fice ( ,appr5tice%ip ( ! ,employm5t & ,tra9+ ,adm9i/ration ( ! ,dep>tm5t ( ,labor or a ,/ate appr5tice%ip ag5cy recogniz$ by ! ,(fice ( ,appr5tice%ip pursuant to ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc74 7#e7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,education4 7#f7 ,,wioa def9itions 7,a7 ,9 g5]al ,! t]ms c>e] pa?way1 9-dem& indu/ry sector or occupation1 individual ) a b>ri] to employm5t1 indu/ry or sector p>tn]%ip1 recogniz$ po/second>y cr$5tial1 & supportive s]vices h ! mean+s giv5 ! t]ms 9 p>agraphs 7#g71 7#bc71 7#bd71 7#bf71 7#eb71 & 7#ei71 respectively1 ( section #c ( ! ,work=ce ,innovation & ,opportunity ,act4 7,b7 ,c>e] s]vices ,! t]m c>e] s]vices means s]vices describ$ 9 section #acd7;c77#b7 ( ! ,work=ce ,innovation & ,opportunity ,act4 #c ,competitive integrat$ employm5t trans=mation grant program #bbbja4 ,competitive integrat$ employm5t trans=mation grant program 7a7 ,appropriation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 ! foll[+ am\nts1 to rema9 available ?r\gh fiscal ye> #bjbi1 = ! ,secret>y ( ,labor to aw>d grants to cov]$ ,/ates 9 accordance ) ?is section to assi/ employ]s 9 su* ,/ates :o 7 issu$ special c]tificates "u section #ad7;c7 ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bad7;c77 7ref]r$ to 9 ?is "p z special c]tificates7 9 trans=m+ _! bus9ess & program models f provid+ employm5t us+ special c]tificates to bus9ess & program models t employ & support p ) disabilities 9 competitive integrat$ employm5t3 7#a7 #ahi1jjj1jjj = subsection 7d77#b77;,b74 7#b7 #ha1jjj1jjj = subsection 7d77#b77;,c74 7b7 ,applications 7#a7 ,9 g5]al ,to be eligible to receive a grant "u ?is section1 a cov]$ ,/ate %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & includ+ su* in=mation z ! ,secret>y may reasonably require4 7#b7 ,cont5ts ,ea* application submitt$ "u p>agraph 7#a7 %all include-- 7,a7 a description ( ! /atus ( ! employ]s 9 ! cov]$ ,/ate provid+ employm5t us+ special c]tificates1 includ+-- 7i7 ! numb] ( employ]s 9 ! cov]$ ,/ate us+ special c]tificates to employ & pay p ) disabilities2 7ii7 ! numb] ( employees 9 ! cov]$ ,/ate employ$ "u a special c]tificate2 7iii7 ! av]age numb] ( h\rs su* employees "w p] week2 & 7iv7 ! av]age h\rly wage = su* employees2 7,b7 a description ( activities to be fund$ "u ! grant1 & ! goals ( su* activities1 includ+ ! activities ( ! cov]$ ,/ate ) respect to competitive integrat$ employm5t = p ) disabilities2 & 7,c7 assurances t-- 7i7 ! activities c>ri$ out "u ! grant w result 9-- 7,i7 ea* employ] 9 ! cov]$ ,/ate t1 on ! date ( enactm5t ( ?is ,act1 provides employm5t us+ special c]tificates trans=m+ its bus9ess & program models z describ$ 9 subsection 7c77#a72 & 7,,ii7 ea* employ] 9 ! cov]$ ,/ate ceas+ to use special c]tificates by ! end ( ! #e-ye> grant p]iod & no long] apply+ = or r5ew+ su* c]tificates2 7ii7 ea* individual 9 ! cov]$ ,/ate :o is employ$ "u a special c]tificate w1 z a result ( su* a trans=mation1 be employ$ 9 competitive integrat$ employm5t or a comb9ation ( competitive integrat$ employm5t & integrat$ s]vices1 includ+ by comp5sat+ all employees ( ! employ] = all h\rs work$ at a rate t is-- 7,i7 n less ?an ! high] (-- 7aa7 ! rate specifi$ 9 section #f7;a77#a7 ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bjf7;a77#a772 7bb7 ! rate specifi$ 9 an applicable ,/ate or local m9imum wage law2 or 7cc7 9 ! case ( "w on a contract t is subject to *apt] #fg ( title #da1 ,unit$ ,/ates ,code1 ! applicable prevail+ wage rate "u su* *apt]2 & 7,,ii7 n less ?an ! rate paid by ! employ] = ! same or simil> "w p]=m$ by o!r employees :o are n p ) disabilities1 & :o are simil>ly situat$ 9 simil> occupations by ! same employ] & :o h simil> tra9+1 exp]i5ce1 & skills2 & 7iii7 ! cov]$ ,/ate w e/abli% an advisory c\ncil to monitor & guide ! process ( trans=m+ bus9ess & program models ( employ]s 9 ! cov]$ ,/ate z describ$ 9 subsection 7c77#a74 7c7 ,use ( funds ,a cov]$ ,/ate receiv+ a grant "u ?is section %all use ! grant funds = ea* ( ! foll[+ activities3 7#a7 ,id5tify+ ea* employ] 9 ! ,/ate t w trans=m its bus9ess & program models f employ+ p ) disabilities us+ special c]tificates to employ+ p ) disabilities 9 competitive integrat$ employm5t sett+s1 or a sett+ involv+ a comb9ation ( competitive integrat$ employm5t & integrat$ s]vices4 7#b7 ,implem5t+ a s]vice deliv]y infra/ructure to support p ) disabilities :o h be5 employ$ "u special c]tificates ?r\gh su* a trans=mation1 includ+ provid+ enhanc$ integrat$ s]vices to support p ) ! mo/ significant disabilities4 7#c7 ,exp&+ competitive integrat$ employm5t & integrat$ s]vices to be provid$ to su* p z a result ( trans=mations describ$ 9 p>agraph 7#a74 7d7 ,allotm5ts 7#a7 ,9 g5]al ,n lat] ?an #ah mon?s aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all-- 7,a7 det]m9e ! numb] ( cov]$ ,/ates2 & 7,b7 7i7 9 a case 9 :i* ! ,secret>y det]m9es t !re are #ae or m cov]$ ,/ates1 aw>d ea* cov]$ ,/ate a grant "u p>agraph 7#b72 or 7ii7 9 a case 9 :i* ! ,secret>y det]m9es t !re are #ad or few] cov]$ ,/ates1 aw>d ea* cov]$ ,/ate a grant "u p>agraph 7#c7 = ! fir/ #e-ye> grant p]iod "u su* p>agraph4 7#b7 #ae or m cov]$ ,/ates 7,a7 ,9 g5]al ,9 a case 9 :i* ! ,secret>y det]m9es "u p>agraph 7#a7 t !re are #ae or m cov]$ ,/ates1 f ! funds appropriat$ "u subsection 7a71 ! ,secret>y %all allot to ea* cov]$ ,/ate a grant "u ?is section 9 an am\nt equal to ! sum (-- 7i7 ! allotm5t made to ! cov]$ ,/ate 9 accordance ) subp>agraph 7,b72 & 7ii7 ! allotm5t made to ! cov]$ ,/ate 9 accordance ) subp>agraph 7,c74 7,b7 ,allotm5t bas$ on ! numb] ( employees employ$ "u special c]tificates ,f ! total am\nt ( ! funds appropriat$ "u subsection 7a77#a71 ! ,secret>y %all allot to ea* cov]$ ,/ate an am\nt t be>s ! same relation%ip to su* total am\nt z ! numb] ( p ) disabilities :o are employ$ "u a special c]tificate 9 ! cov]$ ,/ate be>s to ! total numb] ( p ) disabilities :o are employ$ "u a special c]tificate 9 all cov]$ ,/ates4 7,c7 ,allotm5t bas$ on ! numb] ( employ]s ) special c]tificates ,f ! total am\nt ( ! funds appropriat$ "u subsection 7a77#b71 ! ,secret>y %all allot to ea* cov]$ ,/ate an am\nt t be>s ! same relation%ip to su* total am\nt z ! numb] ( employ]s 9 ! cov]$ ,/ate :o h 9 effect a special c]tificate be>s to ! total numb] ( employ]s 9 all cov]$ ,/ates :o h 9 effect su* a c]tificate4 7,d7 ,data ,9 det]m9+ ! numb] ( p ) disabilities :o are employ$ "u a special c]tificate = purposes ( subp>agraph 7,b7 & ! numb] ( employ]s :o h 9 effect a special c]tificate = purposes ( subp>agraph 7,c71 ! ,secret>y %all use ! mo/ accurate data available to ! ,secret>y on ! date ( enactm5t ( ?is ,act4 7,e7 ,grant p]iod ,a grant "u ?is p>agraph %all be aw>d$ = a p]iod ( #e ye>s4 7#c7 #ad or few] cov]$ ,/ates 7,a7 ,9 g5]al ,9 a case 9 :i* ! ,secret>y det]m9es "u p>agraph 7#a7 t !re are #ad or few] cov]$ ,/ates1 f ! funds appropriat$ "u subsection 7a71 ! ,secret>y %all aw>d a grant to ea* cov]$ ,/ate 9 an am\nt t ! ,secret>y det]m9es necess>y = ! cov]$ ,/ate to accompli% ! purpose ( ! grant describ$ 9 su* subsection & = ! ,secret>y to meet ! requirem5ts ( ?is p>agraph4 7,b7 ,grant p]iods 7i7 ,9 g5]al ,! ,secret>y %all aw>d grants "u ?is p>agraph = #b sep>ate1 #e-ye> grant p]iods4 7ii7 ,second #e-ye> grant p]iod ,grants = ! second #e-ye> grant p]iod %all be aw>d$-- 7,i7 n e>li] ?an ! end ( ! second ye> ( ! fir/ #e-ye> grant p]iod describ$ 9 p>agraph 7#a77;,b77ii72 & 7,,ii7 n lat] ?an ,septemb] #cj1 #bjbe4 7,c7 ,limit on numb] ( grants ,no ,/ate may receive m ?an #a grant "u ?is p>agraph4 7e7 ,def9ition ( cov]$ ,/ate ,9 ?is section1 ! t]m cov]$ ,/ate means a ,/ate 7z def9$ 9 section #c ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bjc77 t-- 7#a7 z ( ! date ( enactm5t ( ?is ,act1 has n phas$ out1 or is n 9 ! process ( phas+ out1 ! use ( special c]tificates 9 ! ,/ate2 & 7#b7 submits an application "u subsection 7b7 t meets ! requirem5ts "u su* subsection4 #bbbjb4 ,grants = ,/ates to exp& competitive integrat$ employm5t 7a7 ,appropriation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bd1jjj1jjj1 to rema9 available ?r\gh fiscal ye> #bjbi1 = ! ,secret>y ( ,labor to aw>d grants to cov]$ ,/ates 9 accordance ) ?is section to assi/ employ]s 9 su* ,/ates :o 7 issu$ special c]tificates 9 cont9u+ to trans=m _! bus9ess & program models f provid+ employm5t us+ special c]tificates to bus9ess & program models t employ & support p ) disabilities 9 competitive integrat$ employm5t4 7b7 ,applications ,to be eligible to receive a grant "u ?is section1 a cov]$ ,/ate %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & include su* in=mation z ! ,secret>y may reasonably require1 includ+ a description ( activities to be fund$ "u ! grant & ! activities ( ! cov]$ ,/ate ) respect to competitive integrat$ employm5t = p ) disabilities4 7c7 ,use ( funds ,a cov]$ ,/ate t receives a grant "u ?is section %all use ! grant funds = activities to exp& competitive integrat$ employm5t & integrat$ s]vices to be provid$ to p ) disabilities4 7d7 ,grant aw>d ,n lat] ?an #ah mon?s aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all aw>d ea* cov]$ ,/ate a grant 9 an am\nt t be>s ! same relation%ip to ! total am\nt appropriat$ "u subsection 7a7 z ! population ( ! cov]$ ,/ate be>s to ! total population ( all cov]$ ,/ates4 7e7 ,grant p]iod ,a grant "u ?is section %all be aw>d$ = a p]iod ( #e ye>s4 7f7 ,def9ition ( cov]$ ,/ate ,9 ?is section1 ! t]m cov]$ ,/ate means a ,/ate 7z def9$ 9 section #c ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bjc77 t-- 7#a7 z ( ! date ( enactm5t ( ?is ,act1 has phas$ out1 or is ! process ( phas+ out1 ! use ( special c]tificates 9 ! ,/ate2 & 7#b7 submits an application "u subsection 7b7 t meets ! requirem5ts "u su* subsection4 #bbbjc4 ,te*nical assi/ance ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #f1jjj1jjj1 to rema9 available ?r\gh fiscal ye> #bjbi1 = ! ,secret>y to1 9 p>tn]%ip ) ! ,(fice ( ,special ,education & ,rehabilitative ,s]vices ( ! ,dep>tm5t ( ,education1 e/abli%1 ei!r directly or ?r\gh grants1 contracts1 or coop]ative agreem5ts1 a national te*nical assi/ance c5t] to-- 7#a7 provide te*nical assi/ance to employ]s :o are trans=m+ f employ+ p ) disabilities us+ special c]tificates to employ+ p ) disabilities 9 competitive integrat$ employm5t sett+s2 & 7#b7 collect & dissem9ate in=mation on evid5ce-bas$ practices = su* trans=mations & = provid+ competitive integrat$ employm5t & integrat$ s]vices4 #bbbjd4 ,supplem5t & n supplant ,any funds made available to a ,/ate "u ?is "p %all be us$ to supplem5t & n supplant any ,f$]al1 ,/ate1 or local public funds exp5d$-- 7#a7 to assi/ employ]s 9 su* ,/ate :o 7 issu$ a special c]tificate 9 trans=m+ 7or cont9u+ to trans=m7 _! bus9ess & program models f provid+ employm5t us+ special c]tificates to bus9ess & program models t employ & support p ) disabilities 9 competitive integrat$ employm5t2 or 7#b7 to support ! employm5t ( p ) disabilities 9 competitive integrat$ employm5t4 #bbbje4 ,def9itions ,9 ?is "p3 7#a7 ,competitive integrat$ employm5t ,! t]m competitive integrat$ employm5t has ! mean+ giv5 su* t]m 9 section #g7e7 ( ! ,rehabilitation ,act ( #aigc 7#bi ,u4,s4,c4 #gje7e774 7#b7 ,employee ,! t]m employee means any individual employ$ by an employ]4 7#c7 ,employ] ,! t]m employ] means any p]son act+ directly or indirectly 9 ! int]e/ ( an employ] 9 relation to an employee1 b does n include any labor organization 7o!r ?an :5 act+ z an employ]7 or anyone act+ 9 ! capacity ( (fic] or ag5t ( su* labor organization4 7#d7 ,integrat$ s]vices ,! t]m integrat$ s]vices means s]vices = p ) disabilities t are-- 7,a7 design$ to assi/ su* p 9 develop+ skills & abilities to reside successfully 9 home & community-bas$ sett+s2 7,b7 provid$ 9 accordance ) a p]son-c5t]$ writt5 plan ( c>e2 7,c7 creat$ us+ evid5ce-bas$ practices t lead to su* p-- 7i7 ma9ta9+ competitive integrat$ employm5t2 7ii7 a*iev+ indep5d5t liv+2 or 7iii7 maximiz+ socioeconomic self-suffici5cy1 optimal indep5d5ce1 & full p>ticipation 9 ! community2 7,d7 provid$ 9 a community location t is n specifically int5d$ = p ) disabilities2 7,e7 provid$ 9 a location t-- 7i7 all[s ! p receiv+ ! s]vices to int]act ) p )\t disabilities to ! fulle/ ext5t possible2 & 7ii7 makes x possible = ! p receiv+ ! s]vices to access community res\rces t are n specifically int5d$ = p ) disabilities & to h ! same opportunity to p>ticipate 9 ! community z p :o d n h a disability2 & 7,f7 provid$ 9 multiple locations to all[ ! individual receiv+ ! s]vices to h options1 !reby-- 7i7 optimiz+ individual initiative1 autonomy1 & indep5d5ce2 & 7ii7 facilitat+ *oice reg>d+ s]vices & supports1 & *oice reg>d+ ! provid] ( su* s]vices4 7#e7 ,p ) disabilities ,! t]m p ) disabilities includes individuals describ$ 9 section #ad7;c77#a7 ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bad7;c77#a774 7#f7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,labor4 #d ,recruitm5t1 ,education & ,tra9+1 ,ret5tion1 & ,c>e] ,advancem5ts = ! ,direct ,c>e ,work=ce #bbcja4 ,def9itions ,9 ?is "p3 7#a7 ,,cte def9itions ,! t]ms area c>e] & te*nical education s*ool1 evid5ce-bas$1 & "w-bas$ le>n+ h ! mean+s giv5 su* t]ms 9 p>agraphs 7#c71 7#bc71 & 7#ee71 respectively1 ( section #c ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf 7#bj ,u4,s4,c4 #bcjb74 7#b7 ,,wioa def9itions ,! t]ms c>e] pa?way1 c>e] plann+1 individual ) a b>ri] to employm5t1 local bo>d1 old] individual1 on-!-job tra9+1 recogniz$ po/second>y cr$5tial1 & ,/ate bo>d h ! mean+s giv5 su* t]ms p>agraphs 7#g71 7#h71 7#bd71 7#cc71 7#ci71 7#dd71 7#eb71 & 7#eg71 respectively1 ( section #c ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cajb74 7#c7 ,o!r def9itions 7,a7 ,direct support work] ,! t]m direct support work] means-- 7i7 a direct support pr(essional2 7ii7 a work] provid+ direct c>e s]vices1 :i* may include palliative c>e1 9 a home or community-bas$ sett+2 7iii7 a respite c>e provid] :o provides %ort-t]m support & c>e to an individual 9 ord] to provide relief to a family c>egiv]2 7iv7 a direct c>e work]1 z def9$ 9 section #gii;,b ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #biep72 or 7v7 an individual 9 any o!r position or job relat$ to ^? describ$ 9 clauses 7i7 ?r\gh 7iv71 z det]m9$ by ! ,secret>y 9 consultation ) ! ,secret>y ( ,heal? & ,human ,s]vices act+ ?r\gh ! ,adm9i/rator = ! ,adm9i/ration = ,community ,liv+4 7,b7 ,eligible entity ,! t]m eligible entity means an entity t is-- 7i7 a ,/ate2 7ii7 a labor organization or a jo9t labor-managem5t organization2 7iii7 a nonpr(it organization ) exp]i5ce 9 ag+1 disability1 support+ ! rights & int]e/s ( direct support work]s1 or tra9+ or educat+ direct support work]s2 7iv7 an ,indian ,tribe or ,tribal organization2 7v7 an urban ,indian organization2 7vi7 a ,/ate bo>d or local bo>d2 7vii7 an area ag5cy on ag+ 7z def9$ 9 section #ajb ( ! ,old] ,am]icans ,act ( #aife 7#db ,u4,s4,c4 #cjjb772 7viii7 :5 9 p>tn]%ip ) an entity describ$ 9 any ( clauses 7i7 ?r\gh 7vii7 or ) a consortium describ$ 9 clause 7ix7-- 7,i7 an in/itution ( high] education 7z def9$ 9 section #aja ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajja7 or section #ajb7;a77#a77;,b7 ( su* ,act 7#bj ,u4,s4,c4 #ajjb7;a77#a77;,b7772 or 7,,ii7 an area c>e] & te*nical education s*ool2 or 7ix7 a consortium ( entities li/$ 9 any ( clauses 7i7 ?r\gh 7vii74 7,c7 ,family c>egiv] ,! t]m family c>egiv] means a paid or unpaid adult family memb] or o!r individual :o has a significant relation%ip )1 & :o provides a broad range ( assi/ance to1 an individual ) a *ronic or o!r heal? condition1 disability1 or functional limitation4 7,d7 ,home & community-bas$ s]vices ,! t]m home & community-bas$ s]vices has ! mean+ giv5 su* t]m 9 section #ihag7;a77#b7 ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b74 7,e7 ,p]son ) a disability ,! t]m p]son ) a disability means an individual ) a disability z def9$ 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij 7#db ,u4,s4,c4 #abajb74 7,f7 ,pre-appr5tice%ip program ,! t]m pre-appr5tice%ip program means a program t articulates to a regi/]$ appr5tice%ip program4 7,g7 ,regi/]$ appr5tice%ip program ,! t]m regi/]$ appr5tice%ip program means an appr5tice%ip program regi/]$ ) ! ,(fice ( ,appr5tice%ip ( ! ,employm5t ,tra9+ ,adm9i/ration ( ! ,dep>tm5t ( ,labor or a ,/ate appr5tice%ip ag5cy recogniz$ by ! ,(fice ( ,appr5tice%ip pursuant to ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc74 7,h7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,labor4 7,i7 ,/ate ,! t]m ,/ate means ea* ( ! #ej ,/ates ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 ,am]ican ,samoa1 ,guam1 ! ,unit$ ,/ates ,virg9 ,isl&s1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 #bbcjb4 ,grants to support ! direct c>e work=ce 7a7 ,grants au?oriz$ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = aw>d+1 on a competitive basis1 grants to eligible entities to c>ry out ! activities describ$ 9 subsection 7c7 ) respect to direct support work]s4 7b7 ,applications2 aw>d basis 7#a7 ,applications 7,a7 ,9 g5]al ,an eligible entity seek+ a grant "u subsection 7a7 %all submit to ! ,secret>y an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y1 9 coord9ation ) ! ,secret>y ( ,heal? & ,human ,s]vices act+ ?r\gh ! ,adm9i/rator ( ! ,adm9i/ration = ,community ,liv+1 may require4 7,b7 ,cont5ts ,ea* application "u subp>agraph 7,a7 %all include-- 7i7 a description ( ! type or types ( direct support work]s ! entity plans to s]ve ?r\gh ! activities support$ by ! grant2 7ii7 a description ( ! "o or m eligible entities collaborat+ to c>ry out ! activities describ$ 9 subsection 7c72 & 7iii7 an assurance t-- 7,i7 ! eligible entity w consult on ! developm5t & implem5tation ( ! grant1 ) direct support work]s1 _! repres5tatives1 & recipi5ts ( direct c>e s]vices & _! families2 & 7,,ii7 ! eligible entity w consult on ! implem5tation ( ! grant1 or coord9ate ! activities ( ! grant1 ) ! ag5cies 9 ! ,/ate t are responsible = developm5tal disability s]vices1 ag+1 education1 work=ce developm5t1 & ,m$icaid1 to ! ext5t t ea* su* entity is n ! eligible entity4 7#b7 ,duration ( grants ,a grant aw>d$ "u ?is section %all be = a p]iod ( #c ye>s1 & may be r5ew$4 ,! ,secret>y1 9 coord9ation ) ! ,secret>y ( ,heal? & ,human ,s]vices act+ ?r\gh ! ,adm9i/rator ( ! ,adm9i/ration = ,community ,liv+1 %all aw>d grants 7includ+ any r5ewals7 "u ?is section 9 #c-ye> cycles subject to ! limits set =? 9 subsection 7a74 7c7 ,use ( funds 7#a7 ,requir$ use ( funds ,ea* eligible entity receiv+ a grant "u subsection 7a7 %all use ! grant funds to provide competitive wages1 b5efits1 & o!r supportive s]vices1 includ+ transportation1 *ild c>e1 dep5d5t c>e1 workplace accommodations1 & workplace heal? & safety protections1 to ! direct support work]s s]v$ by ! grant t are necess>y to enable su* work]s to p>ticipate 9 ! activities support$ by ! grant4 7#b7 ,additional activities ,9 addition to ! requirem5t describ$ 9 p>agraph 7#a71 ea* eligible entity receiv+ a grant "u subsection 7a7 %all use ! grant funds = "o or m ( ! foll[+ activities3 7,a7 ,develop+ & implem5t+ a /rategy = ! recruitm5t ( direct support work]s4 7,b7 ,develop+ & implem5t+ a /rategy = ! ret5tion ( direct support work]s us+ evid5ce-bas$ be/ practices1 su* z provid+ m5tor+ to su* work]s1 includ+ a /rategy t c also support family c>egiv]s4 7,c7 ,develop+ or implem5t+ an education & tra9+ program = ! direct support work]s s]v$ by ! grant1 :i* %all include-- 7i7 education & tra9+ on-- 7,i7 ! rights ( direct support work]s "u applicable ,f$]al1 ,/ate1 or local employm5t law on-- 7aa7 safe work+ conditions1 includ+ "u section #e ( ! ,occupational ,safety & ,heal? ,act ( #aigj 7#bi ,u4,s4,c4 #fed72 & 7bb7 =m+1 jo9+1 or assi/+ a labor organization1 includ+ "u sections #g & #h ( ! ,national ,labor ,relations ,act 7#bi ,u4,s4,c4 #aeg1 #aeh72 & 7,,ii7 relevant ,f$]al & ,/ate laws 7includ+ regulations7 on ! provision ( home & community-bas$ s]vices2 & 7ii7 provid+ a progressively increas+1 cle>ly def9$ s*$ule ( h\rly wages to be paid to ea* direct support work] s]v$ by ! grant = ea* h\r ! work] sp5ds on education or tra9+ provid$ ?r\gh ! program describ$ 9 ?is subp>agraph1 ) a s*$ule ( h\rly wages t-- 7,i7 is consi/5t ) measurable skill ga9s or atta9m5t ( a recogniz$ po/second>y cr$5tial receiv$ z a result ( p>ticipation 9 or completion ( su* education or tra9+ program2 & 7,,ii7 ensures t ea* su* work] is comp5sat$ = ea* h\r ! work] sp5ds on education or tra9+ ?r\gh su* program at an entry rate t is n less ?an ! great] ( ! applicable m9imum wage requir$ by o!r applicable ,f$]al1 ,/ate1 or local law1 or a collective b>ga9+ agreem5t2 7iii7 develop+ & implem5t+ a /rategy = ! ret5tion & c>e] advancem5t ( ! direct support work]s s]v$ by ! grant1 includ+ provid+ c>e] plann+ = ! direct support work]s s]v$ by ! grant to support ! id5tification ( advancem5t opportunities1 & c>e] pa?ways 9 ! direct c>e or home c>e sectors2 & 7iv7 us+ evid5ce-bas$ models & /&>ds = a*ievem5t = ! atta9m5t ( any associat$ recogniz$ po/second>y cr$5tials1 :i* include-- 7,i7 support+ opportunities to p>ticipate 9 pre-appr5tice%ip or regi/]$ appr5tice%ip programs1 "w-bas$ le>n+1 or on-!-job tra9+2 7,,ii7 provid+ on-!-job sup]vision or m5tor+ to support ! developm5t ( relat$ skills & compet5cies ?r\gh\t completion ( su* cr$5tials2 & 7,,iii7 tra9+ on ! 9-dem& skills & compet5cies ( direct support work]s s]v$ by ! grant1 includ+ ! provision ( culturally compet5t & disability compet5t supports & s]vices4 7d7 ,supplem5t & n supplant ,an eligible entity receiv+ a grant "u ?is section %all use su* grant only to supplem5t1 & n supplant1 ! am\nt ( funds t1 9 ! abs5ce ( su* grant1 w\ld be available to ! eligible entity to address ! recruitm5t1 education & tra9+1 ret5tion1 or c>e] advancem5t ( direct support work]s 9 ! ,/ate s]v$ by ! grant4 #e ,dep>tm5t ( ,labor ,inspector ,g5]al & ,program ,adm9i/ration ,fund+ #bbdja4 ,dep>tm5t ( ,labor ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dj1jjj1jjj1 to rema9 available until exp5d$1 = sal>ies & exp5ses necess>y = ov]sight1 inve/igations1 & audits ( programs1 grants1 & projects ( ! ,dep>tm5t ( ,labor fund$ "u ?is subtitle & subtitle ,b ( ?is title4 #bbdjb4 ,program adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ij1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = program adm9i/ration )9 ! ,dep>tm5t ( ,labor = sal>ies & exp5ses necess>y to implem5t "p #a 7o!r ?an section #bbjjg71 & p>ts #c & #d1 ( ?is subtitle4 ,d ,*ild c>e & univ]sal pre-k9d]g>t5 #bcjja4 ,bir? ?r\gh five *ild c>e & e>ly le>n+ entitlem5t 7a7 ,*ild c>e def9itions ,! def9itions 9 section #feh,p ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #ihehn7 %all apply to ?is section1 except z provid$ 9 subsection 7b7 & z o!rwise specifi$4 7b7 ,additional def9itions ,9 ?is section3 7#a7 ,*ild c>e c]tificate 7,a7 ,9 g5]al ,! t]m *ild c>e c]tificate means a c]tificate 7t may be a *eck or o!r disbursem5t7 t is issu$ by a ,/ate1 ,tribal1 t]ritorial1 or local gov]nm5t "u ?is section directly to a p>5t :o %all use su* c]tificate only z paym5t = *ild c>e s]vices or z a deposit = *ild c>e s]vices if su* a deposit is requir$ ( o!r *ildr5 be+ c>$ = by ! provid]4 7,b7 ,rule ,no?+ 9 ?is section %all preclude ! use ( su* c]tificates = sect>ian *ild c>e s]vices if freely *os5 by ! p>5t4 ,= ! purposes ( ?is section1 *ild c>e c]tificates %all be consid]$ ,f$]al f9ancial assi/ance to ! provid]4 7#b7 ,*ild exp]i5c+ homelessness ,! t]m *ild exp]i5c+ homelessness means an individual :o is a homeless *ild or y\? "u section #gbe ( ! ,mc,kinney-,v5to ,homeless ,assi/ance ,act 7#db ,u4,s4,c4 #aadcd;a74 7#c7 ,eligible activity ,! t]m eligible activity1 ) respect to a p>5t1 %all include1 at m9imum1 activities consi/+ (-- 7,a7 full-"t or "p-"t employm5t2 7,b7 self-employm5t2 7,c7 job se>* activities2 7,d7 job tra9+2 7,e7 second>y1 po/second>y1 or adult education1 includ+ education ?r\gh a program ( high s*ool classes1 a c\rse ( /udy at an in/itution ( high] education1 classes t[>ds an equival5t ( a high s*ool diploma recogniz$ by ,/ate law1 or ,engli% z a second language classes2 7,f7 heal? treatm5t 7includ+ m5tal heal? & sub/ance use treatm5t7 = a condition t prev5ts ! p>5t f p>ticipat+ 9 o!r eligible activities2 7,g7 activities to prev5t *ild abuse & neglect1 or family viol5ce prev5tion or int]v5tion activities2 7,h7 employm5t & tra9+ activities "u ! supplem5tal nutrition assi/ance program e/abli%$ "u section #f7;d77#d7 ! ,food & ,nutrition ,act ( #bjjh 7#g ,u4,s4,c4 #bjae7;d77#d772 7,i7 employm5t & tra9+ activities "u ! ,work=ce ,innovation & ,opportunity ,act2 7,j7 a "w activity describ$ 9 subsection 7d7 ( section #djg ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fjg7 = :i*1 consi/5t ) clauses 7ii7 & 7iii7 ( section #djb7;a77#a77;,a7 ( su* ,act 7#db ,u4,s4,c4 #fjb7;a77#a77;,a771 a p>5t or c>etak] is treat$ z be+ engag$ 9 "w = a mon? 9 a fiscal ye> = purposes ( ! program ( block grants to ,/ates = tempor>y assi/ance = ne$y families e/abli%$ "u "p ,a ( title ,,iv ( ! ,social ,security ,act2 & 7,k7 tak+ leave "u ! ,family & ,m$ical ,leave ,act ( #aiic 7or equival5t provisions = ,f$]al employees71 a ,/ate or local paid or unpaid leave law1 or a program ( employ]-provid$ leave4 7#d7 ,eligible *ild 7,a7 ,9 g5]al ,! t]m eligible *ild means an individual1 subject to subsection 7g77#a77;,c77i77,,iii7-- 7i7 :o is less ?an #f ye>s ( age2 7ii7 :o is n yet 9 k9d]g>t52 7iii7 ^: family income-- 7,i7 does n exce$ #ajj p]c5t ( ! ,/ate m$ian income = a family ( ! same size = fiscal ye> #bjbb2 7,,ii7 does n exce$ #abe p]c5t ( su* ,/ate m$ian income = fiscal ye> #bjbc2 7,,iii7 does n exce$ #aej p]c5t ( su* ,/ate m$ian income = fiscal ye> #bjbd2 & 7,,iv7 does n exce$ #bej p]c5t ( su* ,/ate m$ian income = ea* ( ! fiscal ye>s #bjbe ?r\gh #bjbg2 & 7iv7 :o-- 7,i7 resides ) a p>5t or p>5ts :o are p>ticipat+ 9 an eligible activity2 7,,ii7 is includ$ 9 a population ( vuln]able *ildr5 id5tifi$ by ! lead ag5cy involv$1 :i* at a m9imum %all include *ildr5 ) disabilities1 infants & toddl]s ) disabilities1 *ildr5 exp]i5c+ homelessness1 *ildr5 9 fo/] c>e1 *ildr5 9 k9%ip c>e1 & *ildr5 :o are receiv+1 or ne$ to receive1 *ild protective s]vices2 or 7,,iii7 resides ) a p>5t :o is m ?an #fe ye>s ( age4 7,b7 ,exp&$ eligibility rule = fiscal ye>s #bjbb ?r\gh #bjbd 7i7 ,9 g5]al ,a *ild :o is eligible to receive s]vices "u ?is subp>agraph %all be treat$ z an eligible *ild = ! o!r provisions ( ?is section4 7ii7 ,rule ,not)/&+ subp>agraph 7,a77iii71 a ,/ate may use ! paym5ts "u subsection 7g77#a7 = fiscal ye> #bjbb1 #bjbc1 or #bjbd1 to provide direct *ild c>e s]vices describ$ 9 subsection 7h77#a77;,a7 to *ildr5 :o meet ! requirem5ts ( clauses 7i71 7ii71 & 7iv7 ( subp>agraph 7,a7 & ^: family income exce$s ! p]c5tage specifi$ 9 subp>agraph 7,a77iii7 7b does n exce$ #bej p]c5t7 ( ,/ate m$ian income = a family ( ! same size = a giv5 fiscal ye>1 if ! ,/ate has appropriately prioritiz$1 subject to approval by ! ,secret>y1 assi/ance = su* s]vices bas$ on family income4 7iii7 ,v>iation 9 co/ ( liv+ ,9 det]m9+ eligibility "u ?is subp>agraph1 ! ,/ate may take into consid]ation geographic v>iation 9 ! co/ ( liv+ among regions ( ! ,/ate & exp& eligibility = *ildr5 describ$ 9 clause 7ii7 9 a region ( ! ,/ate bas$ on su* v>iation1 subject to approval by ! ,secret>y4 7#e7 ,eligible *ild c>e provid] 7,a7 ,9 g5]al ,! t]m eligible *ild c>e provid] means a c5t]-bas$ *ild c>e provid]1 a family *ild c>e provid]1 or o!r provid] ( *ild c>e s]vices = comp5sation t-- 7i7 is lic5s$ to provide *ild c>e s]vices "u ,/ate law or1 9 ! case ( an ,indian ,tribe or ,tribal organization1 meets ! rules set by ! ,secret>y2 7ii7 p>ticipates 9 ! ,/ate's ti]$ sy/em = measur+ ! quality ( eligible *ild c>e provid]s describ$ 9 subsection 7f77#d77;,b71 or1 9 ! case ( an ,indian ,tribe or ,tribal organization1 meets ! rules set by ! ,secret>y-- 7,i7 n lat] ?an ! la/ day ( ! ?ird fiscal ye> = :i* ! ,/ate receives funds "u ?is section2 & 7,,ii7 = ! rema9d] ( ! p]iod = :i* ! provid] receives funds "u ?is section2 & 7iii7 satisfies ! ,/ate & local requirem5ts1 includ+ ^? requirem5ts describ$ 9 section #feh;,e7c77#b77;,i7 ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #iheh;c7c77#b77;,i774 7,b7 ,special rule ,a *ild c>e provid] :o is eligible to provide *ild c>e s]vices 9 a ,/ate = *ildr5 receiv+ assi/ance "u ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij on ! date ! ,/ate submits an application = funds "u ?is section1 & rema9s 9 compliance ) any lic5s+ or regi/ration /&>ds1 or regulations1 ( ! ,/ate1 %all be deem$ to be an eligible *ild c>e provid] "u ?is section = #c4e ye>s aft] ! ,/ate fir/ receives fund+ "u ?is section4 7#f7 ,,fmap ,! t]m ,,fmap has ! mean+ giv5 ! t]m ,f$]al m$ical assi/ance p]c5tage 9 ! fir/ s5t5ce ( section #aije7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7b774 7#g7 ,family *ild c>e provid] ,! t]m family *ild c>e provid] means "o or m individuals :o provide *ild c>e s]vices1 9 a private resid5ce o!r ?an ! resid5ces ( ! *ildr5 involv$1 = less ?an #bd h\rs p] day p] *ild1 or = #bd h\rs p] day p] *ild due to ! nature ( ! "w ( ! p>5t involv$4 7#h7 ,inclusive c>e ,! t]m inclusive1 ) respect to c>e 7includ+ *ild c>e71 means c>e provid$ by an eligible *ild c>e provid]-- 7,a7 = :om ! p]c5tage ( *ildr5 s]v$ by ! provid] :o are *ildr5 ) disabilities or infants or toddl]s ) disabilities reflects ! preval5ce ( *ildr5 ) disabilities & infants & toddl]s ) disabilities 7:i*ev] ! provid] s]ves7 among *ildr5 )9 ! ,/ate involv$2 & 7,b7 t provides c>e & full p>ticipation = *ildr5 ) disabilities & infants & toddl]s ) disabilities 7:i*ev] ! provid] s]ves7 alongside *ildr5 :o are-- 7i7 n *ildr5 ) disabilities2 & 7ii7 n infants & toddl]s ) disabilities4 7#i7 ,infant or toddl] ,! t]m infant or toddl] means an individual :o is less ?an #c ye>s ( age4 7#aj7 ,infant or toddl] ) a disability ,! t]m infant or toddl] ) a disability has ! mean+ giv5 ! t]m 9 section #fcb ( ! ,individuals ) ,disabilities ,education ,act 7#bj ,u4,s4,c4 #adcb74 7#aa7 ,lead ag5cy ,! t]m lead ag5cy means ! ag5cy designat$ "u subsection 7e74 7#ab7 ,/ate ,! t]m ,/ate means any ( ! #ej ,/ates & ! ,di/rict ( ,columbia4 7#ac7 ,t]ritory ,! t]m t]ritory means ! ,commonweal? ( ,pu]to ,rico1 ! ,virg9 ,isl&s ( ! ,unit$ ,/ates1 ,guam1 ,am]ican ,samoa1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 7c7 ,appropriations 7#a7 ,/ates 7,a7 ,/ate appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7i7 7,i7 #aa1dfj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subsection 7h77#a77;,a7 9 fiscal ye> #bjbb2 7,,ii7 #e1gcj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subsection 7h77#a77;,b7 9 fiscal ye> #bjbb2 7,,iii7 #d1abe1fjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subp>agraph 7,a7 or 7,b7 ( subsection 7h77#a71 z det]m9$ by ! ,/ate or ,commonweal?1 9 fiscal ye> #bjbb2 & 7,,iv7 #a1fjd1djj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subp>agraph 7,a71 7,b71 or 7,c7 ( subsection 7h77#a71 z det]m9$ by ! ,/ate or ,commonweal?1 9 fiscal ye> #bjbb2 7ii7 7,i7 #af1bce1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subsection 7h77#a77;,a7 9 fiscal ye> #bjbc2 7,,ii7 #h1aag1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subsection 7h77#a77;,b7 9 fiscal ye> #bjbc2 7,,iii7 #e1hdd1fjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subp>agraph 7,a7 or 7,b7 ( subsection 7h77#a71 z det]m9$ by ! ,/ate or ,commonweal?1 9 fiscal ye> #bjbc2 & 7,,iv7 #b1bgb1ijj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subp>agraph 7,a71 7,b71 or 7,c7 ( subsection 7h77#a71 z det]m9$ by ! ,/ate or ,commonweal?1 9 fiscal ye> #bjbc2 & 7iii7 7,i7 #bj1jee1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subsection 7h77#a77;,a7 9 fiscal ye> #bjbd2 7,,ii7 #aj1jbg1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subsection 7h77#a77;,b7 9 fiscal ye> #bjbd2 7,,iii7 #g1bai1hjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subp>agraph 7,a7 or 7,b7 ( subsection 7h77#a71 z det]m9$ by ! ,/ate or ,commonweal?1 9 fiscal ye> #bjbd2 & 7,,iv7 #b1hjg1gjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = ,/ates & ! ,commonweal? ( ,pu]to ,rico1 to c>ry out ! activities describ$ 9 subp>agraph 7,a71 7,b71 or 7,c7 ( subsection 7h77#a71 z det]m9$ by ! ,/ate or ,commonweal?1 9 fiscal ye> #bjbd4 7,b7 ,/ate entitlem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y = ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 = paym5ts to ,/ates1 = c>ry+ out ?is section 7o!r ?an c>ry+ out activities describ$ 9 p>agraph 7#d71 7#e71 or 7#f774 7#b7 ,indian ,tribes & ,tribal organizations 7,a7 ,indian ,tribe & ,tribal organization appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 = grants to ,indian ,tribes & ,tribal organizations = ! purpose ( c>ry+ out ! *ild c>e program describ$ 9 ?is section 7o!r ?an c>ry+ out activities describ$ 9 p>agraph 7#d71 7#e71 or 7#f771 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y1 ) ! requirem5ts applicable to ,/ates-- 7i7 #ifj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! *ild c>e program 9 fiscal ye> #bjbb2 7ii7 #a1cfj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! *ild c>e program 9 fiscal ye> #bjbc2 & 7iii7 #a1fhj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! *ild c>e program 9 fiscal ye> #bjbd4 7,b7 ,indian ,tribe & ,tribal organization entitlem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y = ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 = paym5ts to ,indian ,tribes & ,tribal organizations1 = ! purpose ( c>ry+ out ! *ild c>e program describ$ 9 ?is section 7o!r ?an c>ry+ out activities describ$ 9 p>agraph 7#d71 7#e71 or 7#f771 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y1 ) ! requirem5ts applicable to ,/ates4 7#c7 ,t]ritories 7,a7 ,t]ritory appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 = grants to ,guam1 ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & ! ,unit$ ,/ates ,virg9 ,isl&s = ! purpose ( c>ry+ out ! *ild c>e program describ$ 9 ?is section 7o!r ?an c>ry+ out activities describ$ 9 p>agraph 7#d71 7#e71 or 7#f771 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y1 ) ! requirem5ts applicable to ,/ates-- 7i7 #abj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! *ild c>e program 9 fiscal ye> #bjbb2 7ii7 #agj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! *ild c>e program 9 fiscal ye> #bjbc2 & 7iii7 #baj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! *ild c>e program 9 fiscal ye> #bjbd4 7,b7 ,t]ritory entitlem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y = ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 = paym5ts to t]ritories1 = ! purpose ( c>ry+ out ! *ild c>e program describ$ 9 ?is section 7o!r ?an c>ry+ out activities describ$ 9 p>agraph 7#d71 7#e71 or 7#f771 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y1 ) ! requirem5ts applicable to ,/ates4 7#d7 ,grants to localities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7,a7 #iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7i77#b7 9 fiscal ye> #bjbc2 7,b7 #iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7i77#b7 9 fiscal ye> #bjbd2 7,c7 #iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7i77#b7 9 fiscal ye> #bjbe2 7,d7 #iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7i77#b7 9 fiscal ye> #bjbf2 & 7,e7 #iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7i77#b7 9 fiscal ye> #bjbg4 7#e7 ,head ,/>t expansion 9 nonp>ticipat+ ,/ates ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7,a7 #b1hej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7i77#c7 9 fiscal ye> #bjbc2 7,b7 #b1hej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7i77#c7 9 fiscal ye> #bjbd2 7,c7 #b1hej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7i77#c7 9 fiscal ye> #bjbe2 7,d7 #b1hej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7i77#c7 9 fiscal ye> #bjbf2 & 7,e7 #b1hej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7i77#c7 9 fiscal ye> #bjbg4 7#f7 ,f$]al adm9i/ration 7,a7 ,fiscal ye>s #bjbb ?r\gh #bjbe ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7i7 #acj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out subsections 7k7 & 7l7 9 fiscal ye> #bjbb2 7ii7 #acj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out subsections 7k7 & 7l7 9 fiscal ye> #bjbc2 7iii7 #acj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out subsections 7k7 & 7l7 9 fiscal ye> #bjbd2 & 7iv7 #acj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out subsections 7k7 & 7l7 9 fiscal ye> #bjbe4 7,b7 ,fiscal ye>s #bjbf ?r\gh #bjbg ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 = ea* ( fiscal ye>s #bjbf & #bjbg1 an am\nt equal to #a4jf p]c5t ( ! prior ye>'s appropriation "u p>agraph 7#a77;,b71 to c>ry out subsections 7k7 & 7l74 7d7 ,e/abli%m5t ( bir? ?r\gh five *ild c>e & e>ly le>n+ entitlem5t program 7#a7 ,9 g5]al ,! ,secret>y is au?oriz$ to adm9i/] a *ild c>e & e>ly le>n+ entitlem5t program "u :i* an eligible *ild1 9 a ,/ate1 t]ritory1 or ,indian ,tribe1 or s]v$ by a ,tribal organization1 ) an approv$ application "u subsection 7f7 or 7g71 %all be provid$ an opportunity to obta9 high-quality *ild c>e s]vices1 subject to ! requirem5ts ( ?is section4 7#b7 ,assi/ance = e eligible *ild ,beg9n+ on ,octob] #a1 #bjbd1 e *ild :o applies = assi/ance "u ?is section1 :o is 9 a ,/ate ) an approv$ application "u subsection 7g71 or 9 a t]ritory or ,indian ,tribe or s]v$ by a ,tribal organization ) an approv$ application "u subsection 7f71 & :o is det]m9$1 by a lead ag5cy 7or o!r entity designat$ by a lead ag5cy7 = ! ,/ate1 t]ritory1 ,indian ,tribe1 or ,tribal organization involv$1 foll[+ /&>ds & proc$ures e/abli%$ by ! ,secret>y by rule1 to be an eligible *ild1 %all be (f]$ assi/ance = direct *ild c>e s]vices 9 accordance ) & subject to ! requirem5ts & limitations ( ?is section4 7e7 ,lead ag5cy ,! ,gov]nor ( a ,/ate or ! head ( a t]ritory or ,indian ,tribe1 desir+ = ! ,/ate1 t]ritory1 or ,indian tribe or a relat$ tribal organization to receive a paym5t "u ?is section1 %all designate a lead ag5cy 7su* z a ,/ate ag5cy or jo9t int]ag5cy (fice7 to adm9i/] ! *ild c>e program c>ri$ out "u ?is section4 7f7 ,applications & /ate plans 7#a7 ,application ,to be eligible to receive assi/ance "u ?is section1 a ,/ate %all prep>e & submit to ! ,secret>y = approval an application conta9+ a ,/ate plan t-- 7,a7 = a transitional ,/ate plan1 meets ! requirem5ts "u p>agraph 7#c7 & conta9s su* in=mation z ! ,secret>y may require1 to demon/rate ! ,/ate w meet ! requirem5ts ( ?is section2 & 7,b7 = a full ,/ate plan1 meets ! requirem5ts "u p>agraph 7#d7 & conta9s t in=mation4 7#b7 ,p]iod cov]$ by plan ,a ,/ate plan conta9$ 9 ! application %all be design$ to be implem5t$-- 7,a7 = a transitional ,/ate plan1 dur+ a p]iod ( n m ?an #c ye>s2 & 7,b7 = a full ,/ate plan1 dur+ a p]iod ( n m ?an #c ye>s4 7#c7 ,requirem5ts = transitional /ate plans ,= a p]iod ( n m ?an #c ye>s foll[+ ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all aw>d funds "u ?is section to ,/ates ) an approv$ application t conta9s a transitional ,/ate plan1 submitt$ "u p>agraph 7#a77;,a7 at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y %all require1 includ+1 at a m9imum-- 7,a7 an assurance t ! ,/ate w submit a ,/ate plan "u p>agraph 7#d72 & 7,b7 a description ( h[ ! funds receiv$ by ! ,/ate "u ?is section w be sp5t to exp& access to assi/ance = direct *ild c>e s]vices & increase ! supply & quality ( *ild c>e provid]s )9 ! ,/ate1 9 alignm5t ) ! requirem5ts ( ?is section4 7#d7 ,requirem5ts = full /ate plans ,! ,secret>y %all aw>d funds "u ?is section to ,/ates ) an approv$ application t conta9s a full ,/ate plan1 submitt$ "u p>agraph 7#a77;,b71 at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y %all by rule require1 includ+1 at a m9imum1 ! foll[+3 7,a7 ,paym5t rates & co/ e/imation 7i7 ,paym5t rates ,! ,/ate plan %all c]tify t paym5t rates = ! provision ( direct *ild c>e s]vices = :i* assi/ance is provid$ 9 accordance ) ?is section = ! p]iod cov]$ by ! plan1 )9 #c ye>s aft] ! ,/ate fir/ receives funds "u ?is section-- 7,i7 w be suffici5t to meet ! co/ ( *ild c>e1 & set 9 accordance ) a co/ e/imation model or co/ /udy describ$ 9 clause 7ii7 t is approv$ by ! ,secret>y2 & 7,,ii7 w correspond to diff]5ces 9 quality 7includ+ improv$ quality7 bas$ on ! ,/ate's ti]$ sy/em = measur+ ! quality ( eligible *ild c>e provid]s describ$ 9 subp>agraph 7,b74 7ii7 ,co/ e/imation ,su* ,/ate plan %all-- 7,i7 demon/rate t ! ,/ate has1 aft] consult+ ) relevant entities & /akehold]s1 develop$ & uses a /ati/ically valid & reliable co/ e/imation model or co/ /udy = ! paym5t rates = direct *ild c>e s]vices 9 ! ,/ate t reflect rates = provid]s at ea* ( ! ti]s ( ! ,/ate's ti]$ sy/em = measur+ ! quality ( eligible *ild c>e provid]s describ$ 9 subp>agraph 7,b71 & v>iations 9 ! co/ ( direct *ild c>e s]vices by geographic area1 type ( provid]1 & age ( *ild1 & ! additional co/s associat$ ) provid+ inclusive c>e2 7,,ii7 c]tify t ! ,/ate's paym5t rates = direct *ild c>e s]vices = :i* assi/ance is provid$ 9 accordance ) ?is section-- 7aa7 are set 9 accordance ) ! mo/ rec5t e/imates f ! mo/ rec5t co/ e/imation model or co/ /udy "u subclause 7,i71 s t provid]s at ea* ti] ( ! ti]$ sy/em = measur+ provid] quality describ$ 9 subp>agraph 7,b7 receive a paym5t t is suffici5t to meet ! requirem5ts ( su* ti]2 7bb7 are set s z to provide paym5ts to provid]s n at ! top ti] ( ! ti]$ sy/em t are suffici5t to enable ! provid]s to increase quality to meet ! requirem5ts = ! next ti]2 7cc7 ensure adequate wages = /aff ( *ild c>e provid]s provid+ su* direct *ild c>e s]vices t-- 7,,aa7 at a m9imum1 provide a liv+ wage = all /aff ( su* *ild c>e provid]s2 & 7,,bb7 are equival5t to wages = elem5t>y educators ) simil> cr$5tials & exp]i5ce 9 ! ,/ate2 & 7dd7 are adju/$ on an annual basis = co/ ( liv+ increases to ensure ^? paym5t rates rema9 suffici5t to meet ! requirem5ts ( ?is section2 & 7,,iii7 c]tify t ! ,/ate w update1 n less (t5 ?an once e #c ye>s1 ! co/ e/imation model or co/ /udy describ$ 9 subclause 7,i74 7iii7 ,paym5t practices ,su* ,/ate plan %all include an assurance t ! ,/ate w implem5t paym5t practices t support ! fix$ co/s ( provid+ direct *ild c>e s]vices4 7,b7 ,ti]$ sy/em = measur+ ! quality ( eligible *ild c>e provid]s ,su* ,/ate plan %all c]tify t ! ,/ate has implem5t$1 or assure t ! ,/ate w implem5t )9 #c ye>s aft] fir/ receiv+ funds "u ?is section1 a ti]$ sy/em = measur+ ! quality ( eligible *ild c>e provid]s :o provide *ild c>e s]vices = :i* assi/ance is made available "u ?is section4 ,su* ti]$ sy/em %all-- 7i7 include a set ( /&>ds1 = det]m9+ ! ti] ( quality ( a *ild c>e provid]1 t-- 7,i7 uses /&>ds = a highe/ ti] t at a m9imum are equival5t to ,head ,/>t program p]=mance /&>ds describ$ 9 section #fda;,a7a77#a77;,b7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihcf;a7a77#a77;,b77 or o!r equival5t evid5ce-bas$ /&>ds approv$ by ! ,secret>y2 & 7,,ii7 includes quality indicators & ?re%olds t are appropriate = *ild developm5t 9 diff]5t types ( *ild c>e provid] sett+s1 includ+ *ild c>e c5t]s & ! sett+s ( family *ild c>e provid]s1 & are appropriate = provid]s s]v+ diff]5t age gr\ps 7includ+ mix$ age gr\ps7 ( *ildr52 7ii7 include a diff]5t set ( /&>ds t includes indicators1 :5 appropriate1 = c>e dur+ nontraditional h\rs ( op]ation2 & 7iii7 provide = suffici5t res\rces & supports = *ild c>e provid]s at ti]s l[] ?an ! highe/ ti] to facilitate progression t[>d meet+ high] quality /&>ds4 7,c7 ,a*iev+ high quality = all *ildr5 ,su* ,/ate plan %all c]tify ! ,/ate has implem5t$1 or w implem5t )9 #c ye>s aft] fir/ receiv+ funds "u ?is section1 policies & f9anc+ practices t w ensure all eligible *ildr5 c *oose to att5d *ild c>e at ! highe/ quality ti] )9 #f ye>s aft] ! date ( enactm5t ( ?is ,act4 7,d7 ,comp5sation ,su* plan %all provide a c]tification t ! ,/ate has or w h )9 #c ye>s aft] fir/ receiv+ funds "u ?is section1 a wage ladd] = /aff ( eligible *ild c>e provid]s receiv+ assi/ance "u ?is section1 includ+ a c]tification t wages = su* /aff1 at a m9imum1 w meet ! requirem5ts ( subp>agraph 7,a77ii77,,ii77cc74 7,e7 ,slid+ fee scale = copaym5ts 7i7 ,9 g5]al ,except z provid$ 9 clause 7ii77,i71 ! ,/ate plan %all provide an assurance t ! ,/ate w = ! p]iod cov]$ by ! plan use a slid+ fee scale describ$ 9 clause 7ii7 to det]m9e a copaym5t = a family receiv+ assi/ance "u ?is section 7or1 = a family receiv+ "p-"t c>e1 a r$uc$ copaym5t t is ! proportionate am\nt ( ! full copaym5t74 7ii7 ,slid+ fee scale ,a full copaym5t describ$ 9 clause 7i7 %all use a slid+ fee scale t provides t1 = a family ) a family income-- 7,i7 ( n m ?an #ge p]c5t ( ,/ate m$ian income = a family ( ! same size1 ! family %all n pay a copaym5t1 t[>d ! co/ ( ! *ild c>e involv$ = all eligible *ildr5 9 ! family2 7,,ii7 ( m ?an #ge p]c5t b n m ?an #ajj p]c5t ( ,/ate m$ian income = a family ( ! same size1 ! copaym5t %all be m ?an #j b n m ?an #b p]c5t ( t family income1 t[>d su* co/ = all su* *ildr52 7,,iii7 ( m ?an #ajj p]c5t b n m ?an #abe p]c5t ( ,/ate m$ian income = a family ( ! same size1 ! copaym5t %all be m ?an #b b n m ?an #d p]c5t ( t family income1 t[>d su* co/ = all su* *ildr52 7,,iv7 ( m ?an #abe p]c5t b n m ?an #aej p]c5t ( ,/ate m$ian income = a family ( ! same size1 ! copaym5t %all be m ?an #d b n m ?an #g p]c5t ( t family income1 t[>d su* co/ = all su* *ildr52 & 7,v7 ( m ?an #aej p]c5t b n m ?an #bej p]c5t ( ! ,/ate m$ian income = a family ( ! same size1 ! copaym5t %all be #g p]c5t ( t family income1 t[>d su* co/ = all su* *ildr54 7,f7 ,prohibition on *>g+ m ?an copaym5t ,! ,/ate plan %all c]tify t ! ,/ate w n p]mit a *ild c>e provid] receiv+ f9ancial assi/ance "u ?is section to *>ge1 = *ild c>e = an eligible *ild1 m ?an ! total (-- 7i7 ! f9ancial assi/ance provid$ = ! *ild "u ?is section2 & 7ii7 any applicable copaym5t pursuant to subp>agraph 7,e74 7,g7 ,eligibility ,! ,/ate plan %all assure t ea* *ild :o receives assi/ance "u ?is section w be consid]$ to meet all eligibility requirem5ts = su* assi/ance1 & w receive su* assi/ance1 = n less ?an #ab mon?s unless ! *ild has ag$ out ( ! program1 & ! *ild's eligibility det]m9ation & r$et]m9ation1 includ+ any det]m9ation bas$ on ! ,/ate's def9ition ( eligible activities1 %all be implem5t$ 9 a mann] t supports *ild well-be+ & r$uces b>ri]s to enrollm5t1 includ+ cont9uity ( s]vices4 7,h7 ,policies to support access to *ild c>e = und]s]v$ populations ,! ,/ate plan %all demon/rate t ! ,/ate w prioritize increas+ access to1 & ! quality & ! supply (1 *ild c>e 9 ! ,/ate = und]s]v$ populations1 includ+ at a m9imum1 l[-income *ildr51 *ildr5 9 und]s]v$ areas1 infants & toddl]s1 *ildr5 ) disabilities & infants & toddl]s ) disabilities1 *ildr5 :o are dual language le>n]s1 *ildr5 exp]i5c+ homelessness1 *ildr5 9 fo/] or k9%ip c>e1 *ildr5 :o receive c>e dur+ nontraditional h\rs1 & vuln]able *ildr5 z def9$ by ! lead ag5cy pursuant to subsection 7b77#d77;,a77iv77,,ii74 7,i7 ,policies ,! ,/ate plan %all include a c]tification t ! ,/ate w apply1 "u ?is section1 ! policies & proc$ures describ$ 9 subp>agraphs 7,a71 7,b71 7,i71 7,j71 7,k77i71 7,r71 & 7,u7 ( section #feh;,e7c77#b7 ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #iheh;c7c77#b771 & ! policies & proc$ures describ$ 9 section #feh;,h ( su* ,act 7#db ,u4,s4,c4 #iheh;f71 to *ild c>e s]vices provid$ "u ?is section4 7,j7 ,lic5s+ ,! ,/ate plan %all demon/rate t ! ,/ate has consult$ or w consult ) organizations 7includ+ labor organizations7 repres5t+ *ild c>e directors1 tea*]s1 or o!r /aff1 e>ly *ildhood education & developm5t exp]ts1 & families to develop1 )9 #b4e ye>s aft] fir/ receiv+ funds "u ?is section1 lic5s+ /&>ds appropriate = *ild c>e provid]s & a pa?way to su* lic5sure t is available to & appropriate = *ild c>e provid]s 9 a v>iety ( sett+s1 t w (f] provid]s eligible "u ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij a reasonable pa?way to become eligible provid]s "u ?is section1 & t w assure an adequate supply ( *ild c>e4 ,su* plan %all describe ! timel9e ! ,/ate w use to ensure suffici5t "t = provid]s describ$ 9 subsection 7b77#e77;,b7 to comply ) su* lic5s+ /&>ds 9 ord] to rema9 eligible provid]s aft] #c4e ye>s aft] ! ,/ate fir/ receives fund+ "u ?is section4 7g7 ,paym5ts 7#a7 ,paym5ts = fiscal ye>s #bjbb ?r\gh #bjbd 7,a7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ! t]m ,/ate means ! #ej ,/ates1 ! ,di/rict ( ,columbia1 & ! ,commonweal? ( ,pu]to ,rico2 & 7ii7 ! t]m t]ritory means ,guam1 ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & ! ,unit$ ,/ates ,virg9 ,isl&s4 7,b7 ,allotm5ts ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 ! ,secret>y %all1 f ! am\nt appropriat$ "u subsection 7c77#a77;,a7 = su* fiscal ye>1 make allotm5ts to ea* ,/ate ) an application approv$ "u subsection 7f7 9 ! same mann] z ! ,secret>y makes su* allotm5ts us+ ! =mula "u section #feh,o7b7 ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #ihehm7b774 7,c7 ,paym5ts 7i7 ,indian tribes & tribal organizations 7,i7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 f ! am\nt appropriat$ = ,indian ,tribes & ,tribal organizations "u subsection 7c77#b77;,a71 ! ,secret>y %all make paym5ts to ,indian ,tribes & ,tribal organizations ) an application approv$ "u subclause 7,,ii71 & ! ,tribes & ,tribal organizations %all be entitl$ to su* paym5ts = ! purpose ( c>ry+ out ! *ild c>e program describ$ 9 ?is section1 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y1 ) ! requirem5ts applicable to ,/ates4 7,,ii7 ,applications ,an ,indian ,tribe or ,tribal organization seek+ a paym5t "u ?is clause %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may specify1 includ+ an agreem5t to provide reports "u subsection 7j77#g74 7,,iii7 ,special rule ,! ,secret>y %all det]m9e eligibility crit]ia = *ildr5 f ,indian tribes :o are less ?an #f ye>s ( age & n yet 9 k9d]g>t51 :i* eligibility crit]ia %all n be m /r+5t ?an ! eligibility crit]ia "u subsection 7b77#d77;,a74 7ii7 ,t]ritories 7,i7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 f ! am\nt appropriat$ = t]ritories "u subsection 7c77#c77;,a71 ! ,secret>y %all make paym5ts to ! t]ritories ) an application approv$ "u subclause 7,,ii71 & ! t]ritories %all be entitl$ to su* paym5ts1 = ! purpose ( c>ry+ out ! *ild c>e program describ$ 9 ?is section1 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y1 ) ! requirem5ts applicable to ,/ates4 7,,ii7 ,applications ,a t]ritory seek+ a paym5t "u ?is clause %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may specify1 includ+ an agreem5t to provide reports "u subsection 7j77#g74 7iii7 ,/ates ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 ea* ,/ate t has an application approv$ "u subsection 7f7 %all be entitl$ to a paym5t "u ?is clause 9 ! am\nt equal to its allotm5t "u subp>agraph 7,b7 = su* fiscal ye>4 7,d7 ,au?orities 7i7 ,fiscal ye>s #bjbb ?r\gh #bjbd ,not)/&+ any o!r provision ( ?is p>agraph1 = ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 ! ,secret>y %all h ! au?ority-- 7,i7 to reallot funds t 7 allott$ "u subp>agraph 7,b7 f any ,/ate )\t an approv$ application "u subsection 7f7 by ! date requir$ by ! ,secret>y1 to ,/ates ) an approv$ application "u t subsection2 & 7,,ii7 to reallot any am\nts available = paym5ts "u subp>agraph 7,c7 t ! ,secret>y elect$ to allot =-- 7aa7 an ,indian ,tribe or ,tribal organization )\t an approv$ application "u subp>agraph 7,c77i77,,ii7 by ! date requir$ by ! ,secret>y1 to ,tribes or ,tribal organizations ) su* an approv$ application2 & 7bb7 any t]ritory )\t an approv$ application "u subp>agraph 7,c77ii77,,ii7 by ! date requir$ by ! ,secret>y1 to t]ritories ) su* an approv$ application4 7ii7 ,fiscal ye> #bjbe ,not)/&+ any o!r provision ( ?is section1 on ,octob] #a1 #bjbd1 ! ,secret>y %all h ! au?ority to reallot funds f paym5ts made "u subp>agraph 7,c7 t are unobligat$ on su* date1 to any entity )\t su* unobligat$ funds t is a ,/ate ) an approv$ application "u subsection 7f71 an ,indian ,tribe or ,tribal organization ) an approv$ application "u subp>agraph 7,c77i77,,ii71 or a t]ritory ) an approv$ application "u subp>agraph 7,c77ii77,,ii71 to c>ry out ! purposes ( ?is section4 7#b7 ,paym5ts = fiscal ye>s #bjbe ?r\gh #bjbg 7,a7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbe ?r\gh #bjbg3 7i7 ,*ild c>e assi/ance = eligible *ildr5 7,i7 ,9 g5]al ,! ,secret>y %all pay to ea* ,/ate ) an approv$ application "u subsection 7f71 & t ,/ate %all be entitl$ to1 an am\nt = ea* qu>t] equal to #ie4ddj p]c5t ( exp5ditures 7:i* %all be ! ,f$]al %>e ( su* exp5ditures7 9 ! qu>t] = direct *ild c>e s]vices describ$ "u subsection 7h77#b77;,b7 = eligible *ildr54 7,,ii7 ,exception ,funds res]v$ f ! total "u subsection 7h77#b77;,c7 %all be subject to clause 7ii74 7,,iii7 ,prohibition ,activities describ$ 9 clause 7ii7 & clause 7iii7 may n be includ$ 9 ! co/ ( direct *ild c>e s]vices describ$ 9 ?is clause4 7ii7 ,activities to improve ! quality & supply ( *ild c>e s]vices ,! ,secret>y %all pay to ea* ,/ate ) su* an approv$ application1 & t ,/ate %all be entitl$ to1 an am\nt equal to ! product ( #a4jfjde & ! ,,fmap ( exp5ditures 7:i* product %all be ! ,f$]al %>e ( su* exp5ditures7 to c>ry out activities to improve ! quality & supply ( *ild c>e s]vices "u subsection 7h77#b77;,c7 subject to ! limit specifi$ 9 clause 7i7 ( su* subsection4 7iii7 ,adm9i/ration ,! ,secret>y %all pay to ea* ,/ate ) su* an approv$ application1 & t ,/ate %all be entitl$ to1 an am\nt equal to #ec4jbb p]c5t ( exp5ditures 7:i* %all be ! ,f$]al %>e ( su* exp5ditures7 = ! co/s ( adm9i/ration incurr$ by ! ,/ate-- 7,i7 :i* %all include co/s incurr$ by ! ,/ate 9 c>ry+ out ! *ild c>e program e/abli%$ 9 ?is section2 & 7,,ii7 :i* may include1 at ! option ( ! ,/ate1 co/s associat$ ) c>ry+ out requirem5ts1 policies1 & proc$ures describ$ 9 section #feh;,h ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #iheh;f74 7,b7 ,advance paym5t2 retrospective adju/m5t ,= ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 ! ,secret>y %all make paym5ts "u ?is p>agraph = a p]iod on ! basis ( advance e/imates ( exp5ditures submitt$ by ! ,/ate & su* o!r inve/igation z ! ,secret>y may f9d necess>y1 & %all r$uce or increase ! paym5ts z necess>y to adju/ = any ov]paym5t or und]paym5t = previ\s p]iods4 ,no int]e/ %all be *>g$ or paid on any am\nt due because ( an ov]paym5t or und]paym5t = previ\s p]iods4 7,c7 ,t]ritories & tribes ,= ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 f ! am\nts appropriat$ "u p>agraph 7#b77;,b7 or 7#c77;,b7 ( subsection 7c7 ! ,secret>y %all make paym5ts to t]ritories1 & ,indian ,tribes & ,tribal organizations1 z ! case may be1 ) applications submitt$ z describ$ 9 p>agraph 7#a71 & approv$ by ! ,secret>y = ! purpose ( c>ry+ out ! *ild c>e program describ$ 9 ?is section1 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y 7subject to subsection 7d77#b771 ) ! requirem5ts applicable to ,/ates4 ,! ,secret>y %all make ! paym5ts to su* t]ritories1 ,indian ,tribes1 & ,tribal organizations on ! basis ( _! relative ne$4 ,ea* entity t is su* a t]ritory1 ,indian ,tribe1 or ,tribal organization %all be entitl$ to su* a paym5t z may be necess>y to c>ry out ! activities describ$ 9 subsection 7h77#b71 & to pay = ! co/s ( adm9i/ration incurr$ by ! entity1 :i* %all include co/s incurr$ by ! entity 9 c>ry+ out ! *ild c>e program1 & :i* may include1 at ! option ( ! entity1 co/s associat$ ) c>ry+ out requirem5ts1 policies1 & proc$ures describ$ 9 section #feh;,h ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij4 7h7 ,use ( funds 7#a7 ,use ( funds = fiscal ye>s #bjbb ?r\gh #bjbd ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 a ,/ate 7z def9$ 9 subsection 7g77#a77 t receives a paym5t "u subsection 7g77#a7 %all use su* paym5t =-- 7,a7 assi/ance = direct *ild c>e s]vices1 :i* %all consi/ only (-- 7i7 assi/ance = direct *ild c>e s]vices = eligible *ildr5 ?r\gh grants & contracts1 & *ild c>e c]tificates2 7ii7 increas+ *ild c>e provid] paym5t rates to support ! co/ ( provid+ high-quality direct *ild c>e s]vices1 includ+ rates suffici5t to support increas$ wages = /aff ( eligible *ild c>e provid]s2 & 7iii7 waiv+ or r$uc+ copaym5ts1 to ensure t ! families ( *ildr5 receiv+ assi/ance "u ?is section d n pay m ?an #g p]c5t ( family income t[>d ! co/ ( ! *ild c>e involv$ = all eligible *ildr5 9 ! family2 7,b7 activities describ$ 9 p>agraph 7#b77;,c71 )\t reg>d to ! requirem5t 9 clause 7i77,i7 ( su* p>agraph or to ! ref]5ces to a quality *ild c>e am\nt 9 su* p>agraph2 & 7,c7 co/s ( adm9i/ration incurr$ by ! ,/ate1 :i* %all include ! co/s describ$ 9 subclause 7,i7 ( subsection 7g77#b77;,a77iii7 & may1 at ! option ( ! ,/ate1 include ! co/s describ$ 9 subclause 7,,ii7 ( su* subsection4 7#b7 ,use ( funds = fiscal ye>s #bjbe ?r\gh #bjbg 7,a7 ,9 g5]al ,/>t+ on ,octob] #a1 #bjbd1 a ,/ate %all use am\nts provid$ to ! ,/ate "u subsection 7g77#b7 = direct *ild c>e s]vices 7provid$ on a slid+ fee scale basis71 activities to improve ! quality & supply ( *ild c>e s]vices consi/5t ) p>agraph 7,c71 & ,/ate adm9i/ration consi/5t ) subsection 7g77#b77;,a77iii74 7,b7 ,*ild c>e assi/ance = eligible *ildr5 7i7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 f paym5ts made to ! ,/ate "u subsection 7g77#b7 = t p>ticul> fiscal ye>1 ! ,/ate %all ensure t p>5ts ( eligible *ildr5 c access direct *ild c>e s]vices provid$ by an eligible *ild c>e provid] "u ?is section ?r\gh a grant or contract z describ$ 9 clause 7ii7 or a c]tificate z describ$ 9 clause 7iii74 7ii7 ,grants & contracts ,! ,/ate %all aw>d grants or contracts to eligible *ild c>e provid]s1 consi/5t ) ! requirem5ts "u ?is section1 = ! provision ( *ild c>e s]vices = eligible *ildr5 "u ?is section t1 at a m9imum-- 7,i7 support provid]s' op]at+ exp5ses to meet & su/a9 heal?1 safety1 quality1 & wage /&>ds requir$ "u ?is section2 & 7,,ii7 address und]s]v$ populations describ$ 9 subsection 7f77#d77;,h74 7iii7 ,c]tificates ,! ,/ate %all issue a *ild c>e c]tificate directly to a p>5t :o %all use su* c]tificate only z paym5t = direct *ild c>e s]vices or z a deposit = direct *ild c>e s]vices if su* a deposit is requir$ ( o!r *ildr5 be+ c>$ = by ! provid]1 consi/5t ) ! requirem5ts "u ?is section4 7,c7 ,activities to improve ! quality & supply ( *ild c>e s]vices 7i7 ,quality *ild c>e activities 7,i7 ,am\nt ,= ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 f ! total ( ! paym5ts made to ! ,/ate = a p>ticul> fiscal ye>1 ! ,/ate %all res]ve & use a quality *ild c>e am\nt equal to n less ?an #e p]c5t & n m ?an #aj p]c5t ( ! am\nt made available to ! ,/ate ?r\gh su* paym5ts = ! previ\s fiscal ye>4 7,,ii7 ,use ( quality *ild c>e am\nt ,ea* ,/ate %all use ! quality *ild c>e am\nt describ$ 9 subclause 7,i7 to implem5t activities describ$ 9 ?is subp>agraph to improve ! quality & supply ( *ild c>e s]vices by eligible *ild c>e provid]s1 & increase ! numb] ( available slots 9 ! ,/ate = *ild c>e s]vices fund$ "u ?is section1 prioritiz+ assi/ance = *ild c>e provid]s :o are 9 und]s]v$ communities & :o are provid+1 or are seek+ to provide1 *ild c>e s]vices = und]s]v$ populations id5tifi$ 9 subsection 7f77#d77;,h74 7,,iii7 ,adm9i/ration ,activities fund$ "u ?is subp>agraph may be adm9i/]$-- 7aa7 directly by ! lead ag5cy2 or 7bb7 ?r\gh o!r ,/ate gov]nm5t ag5cies1 local or regional *ild c>e res\rce & ref]ral organizations1 community developm5t f9ancial in/itutions1 o!r int]m$i>ies ) exp]i5ce support+ *ild c>e provid]s1 or o!r appropriate entities t ent] into a contract ) ! ,/ate to provide su* assi/ance4 7ii7 ,quality & supply activities ,activities fund$ "u ! quality *ild c>e am\nt describ$ 9 clause 7i7 %all include ea* ( ! foll[+3 7,i7 ,/>tup grants & supply expansion grants 7aa7 ,9 g5]al ,f a portion ( ! quality *ild c>e am\nt1 a ,/ate %all make />tup & supply expansion grants to support *ild c>e provid]s :o are provid+1 or seek+ to provide1 *ild c>e s]vices to *ildr5 receiv+ assi/ance "u ?is section1 ) priority = provid]s provid+ or seek+ to provide *ild c>e 9 und]s]v$ communities & = und]s]v$ populations id5tifi$ 9 subsection 7f77#d77;,h71 to-- 7,,aa7 support />tup & expansion co/s2 & 7,,bb7 assi/ su* provid]s 9 meet+ heal? & safety requirem5ts1 a*iev+ lic5sure1 & meet+ requirem5ts 9 ! ,/ate's ti]$ sy/em = measur+ ! quality ( eligible *ild c>e provid]s4 7bb7 ,requirem5t ,z a condition ( receiv+ a />tup or supply expansion grant "u ?is subclause1 a *ild c>e provid] %all commit to meet+ ! requirem5ts ( an eligible provid] "u ?is section1 & provid+ *ild c>e s]vices to *ildr5 receiv+ assi/ance "u ?is section on an ongo+ basis4 7,,ii7 ,quality grants ,f a portion ( ! quality *ild c>e am\nt1 a ,/ate %all provide quality grants to support eligible *ild c>e provid]s 9 provid+ *ild c>e s]vices to *ildr5 receiv+ assi/ance "u ?is section to improve ! quality ( su* provid]s1 includ+-- 7aa7 support+ su* provid]s 9 meet+ or mak+ progress t[>d ! requirem5ts = ! highe/ ti] ( ! ,/ate's ti]$ sy/em = measur+ ! quality ( eligible *ild c>e provid]s "u subsection 7f77#d77;,b72 & 7bb7 support+ su* provid]s 9 su/a9+ *ild c>e quality1 includ+ support+ increas$ wages = /aff & support+ paym5t ( fix$ co/s4 7,,iii7 ,facilities grants 7aa7 ,9 g5]al ,f a portion ( ! quality *ild c>e am\nt1 a ,/ate %all provide support1 includ+ ?r\gh aw>d+ facilities grants1 = remodel+1 r5ovation1 or repair ( a build+ or facility to ! ext5t p]mitt$ "u section #feh;,f7b7 ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #iheh74 7bb7 ,additional uses ,= fiscal ye>s #bjbb ?r\gh #bjbd1 & 9 subsequ5t ye>s ) approval f ! ,secret>y1 a ,/ate may aw>d su* facilities grants = con/ruction1 p]man5t improvem5t1 or major r5ovation ( a build+ or facility prim>ily us$ = provid+ direct *ild c>e s]vices1 9 accordance ) ! foll[+3 7,,aa7 ,f$]al int]e/ provisions w n apply to ! r5ovation or rebuild+ ( privately-own$ family *ild c>e homes "u ?is subclause4 7,,bb7 ,eligible *ild c>e provid]s may n use funds = build+s or facilities t are us$ prim>ily = sect>ian in/ruction or religi\s wor%ip4 7,,cc7 ,! ,secret>y %all develop p>amet]s on ! use ( funds "u ?is subclause = family *ild c>e homes4 7,,dd7 ,! ,secret>y %all n reta9 ,f$]al int]e/ aft] a p]iod ( #aj ye>s 9 any facility built1 r5ovat$1 or repair$ ) funds aw>d$ "u ?is subclause4 7,,iv7 ,limitation ,= purposes ( subclause 7,,iii71 ! ,secret>y %all n-- 7aa7 ent] into any agreem5t relat$ to funds = activities c>ri$ out "u subclause 7,,iii7-- 7,,aa7 t is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 & 7,,bb7 "u :i* any paym5t c\ld be outlaid aft] ,septemb] #cj1 #bjca2 or 7bb7 use any o!r funds available to ! ,secret>y1 o!r ?an funds provid$ "u ?is section1 to satisfy obligations initially made = activities c>ri$ out "u subclause 7,,iii74 7,v7 ,/ate activities to improve ! quality ( *ild c>e s]vices ,a ,/ate %all use a portion ( ! quality *ild c>e am\nt to improve ! quality ( *ild c>e s]vices available = ?is program1 :i* %all include-- 7aa7 support+ ! tra9+ & pr(essional developm5t ( ! e>ly *ildhood work=ce1 includ+ support+ degree atta9m5t & cr$5tial+ = e>ly *ildhood educators2 7bb7 develop+1 implem5t+1 or enhanc+ ! ,/ate's ti]$ sy/em = measur+ ! quality ( eligible *ild c>e provid]s "u subsection 7f77#d77;,b72 7cc7 improv+ ! supply & quality ( developm5tally appropriate & inclusive *ild c>e programs & s]vices = und]s]v$ populations describ$ 9 subsection 7f77#d77;,h72 7dd7 improv+ access to *ild c>e s]vices = vuln]able *ildr5 z def9$ by ! lead ag5cy pursuant to subsection 7b77#d77;,a77iv77,,ii72 & 7ee7 provid+ outrea* & enrollm5t support = families ( eligible *ildr54 7,,vi7 ,te*nical assi/ance ,f a portion ( ! quality *ild c>e am\nt1 ! ,/ate %all provide te*nical assi/ance to increase ! supply & quality ( eligible *ild c>e provid]s :o are provid+1 or seek+ to provide1 *ild c>e s]vices to *ildr5 receiv+ assi/ance "u ?is section1 includ+ provid+ support to enable provid]s to a*ieve lic5sure4 7i7 ,grants to localities & aw>ds to ,head ,/>t programs 7#a7 ,eligible locality def9$ ,9 ?is subsection1 ! t]m eligible locality means a city1 c\nty1 or o!r unit ( g5]al local gov]nm5t4 7#b7 ,grants to localities 7,a7 ,9 g5]al ,! ,secret>y %all use funds appropriat$ "u subsection 7c77#d7 to aw>d local ,bir? ,?r\gh ,five ,*ild ,c>e & ,e>ly ,le>n+ ,grants1 9 accordance ) rules e/abli%$ by ! ,secret>y1 to eligible localities locat$ 9 ,/ates t h n receiv$ paym5ts "u subsection 7g74 ,! ,secret>y %all aw>d ! grants to eligible localities 9 su* a ,/ate f ! allotm5t made = t ,/ate "u subp>agraph 7,b74 7,b7 ,allotm5ts 7i7 ,pov]ty l9e def9$ ,9 ?is subp>agraph1 ! t]m pov]ty l9e means ! pov]ty l9e def9$ & revis$ z describ$ 9 section #fgc ( ! ,community ,s]vices ,block ,grant ,act 7#db ,u4,s4,c4 #iijb74 7ii7 ,g5]al au?ority ,= ea* ,/ate describ$ 9 subp>agraph 7,a71 ! ,secret>y %all allot = ! ,/ate = a fiscal ye> an am\nt t be>s ! same relation%ip to ! funds appropriat$ "u subsection 7c77#d7 = ! fiscal ye> z ! numb] ( *ildr5 f families ) family incomes t are bel[ #bjj p]c5t ( ! pov]ty l9e1 & :o are "u ! age ( #f1 9 ! ,/ate be>s to ! total numb] ( all su* *ildr5 9 all ,/ates describ$ 9 subp>agraph 7,a74 7,c7 ,application ,to receive a grant f ! correspond+ ,/ate allotm5t "u subp>agraph 7,b71 an eligible locality %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may require4 ,! requirem5ts = ! application %all1 to ! greate/ ext5t practicable1 be consi/5t ) ! ,/ate plan requirem5ts applicable to ,/ates "u subsection 7f74 7,d7 ,requirem5ts ,! ,secret>y %all specify ! requirem5ts = an eligible locality to provide access to *ild c>e1 :i* *ild c>e requirem5ts %all1 to ! greate/ ext5t practicable1 be consi/5t ) ! requirem5ts applicable to ,/ates "u ?is section4 7,e7 ,rec\pm5t ( unus$ funds ,not)/&+ any o!r provision ( ?is section1 = ea* ( fiscal ye>s #bjbc ?r\gh #bjbg1 ! ,secret>y %all h ! au?ority to rec\p any unus$ funds allott$ "u subp>agraph 7,b7 = aw>ds "u p>agraph 7#c77;,a7 to ,head ,/>t ag5cies 9 accordance ) p>agraph 7#c74 7#c7 ,head ,/>t expansion 9 nonp>ticipat+ ,/ates 7,a7 ,9 g5]al ,! ,secret>y %all use funds appropriat$ "u subsection 7c77#e7 or rec\p$ "u p>agraph 7#b7 to make aw>ds to ,head ,/>t ag5cies 9 a ,/ate describ$ 9 p>agraph 7#b77;,a7 to c>ry out ! purposes ( ! ,head ,/>t ,act 9 su* ,/ate4 7,b7 ,rule ,= purposes ( c>ry+ out ! ,head ,/>t ,act 9 circum/ances n involv+ aw>ds "u ?is p>agraph1 funds aw>d$ "u subp>agraph 7,a7 %all n be includ$ 9 ! calculation ( a base grant z su* t]m is def9$ 9 section #fdj7;a77#g77;,a7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#g77;,a774 7,c7 ,def9ition ,9 ?is p>agraph1 ! t]m ,head ,/>t ag5cy means an entity designat$ or eligible to be designat$ z a ,head ,/>t ag5cy "u section #fda7;a77#a7 ( ! ,head ,/>t ,act or z an ,e>ly ,head ,/>t ag5cy 7by receiv+ a grant7 "u section #fde;,a7a7 ( su* ,act4 7#d7 ,priority = s]v+ und]s]v$ populations ,9 mak+ det]m9ations to aw>d a grant or make an aw>d "u ?is subsection1 ! ,secret>y %all give priority to entities s]v+ a high p]c5tage ( individuals f und]s]v$ populations describ$ 9 subsection 7f77#d77;,h74 7j7 ,program requirem5ts 7#a7 ,nondiscrim9ation ,! foll[+ provisions ( law %all apply to any program or activity t receives funds provid$ "u ?is section3 7,a7 ,title ,,ix ( ! ,education ,am5dm5ts ( #aigb4 7,b7 ,title ,,vi ( ! ,civil ,rights ,act ( #aifd4 7,c7 ,section #ejd ( ! ,rehabilitation ,act ( #aigc4 7,d7 ,! ,am]icans ) ,disabilities ,act ( #aiij4 7,e7 ,section #fed ( ! ,head ,/>t ,act4 7#b7 ,prohibition on additional eligibility requirem5ts ,no individual %all be det]m9$1 by ! ,secret>y1 a ,/ate1 or ano!r recipi5t ( funds "u ?is section1 to be ineligible = *ild c>e s]vices provid$ "u ?is section1 except on ! basis ( eligibility requirem5ts specifi$ 9 or "u ?is section4 7#c7 ,ma9t5ance ( ef=t 7,a7 ,9 g5]al ,a ,/ate t receives paym5ts "u ?is section = a fiscal ye>1 9 us+ ! funds made available ?r\gh ! paym5ts1 %all ma9ta9 ! exp5ditures ( ! ,/ate = *ild c>e s]vices at ! av]age level ( su* exp5ditures by ! ,/ate = ! #c prec$+ fiscal ye>s4 7,b7 ,c\nt+ rule ,/ate exp5ditures c\nt$ = purposes ( meet+ ! requirem5t 9 subp>agraph 7,a7 may also be c\nt$ = purposes ( meet+ ! requirem5t to provide a non-,f$]al %>e "u clause 7i71 7ii71 or 7iii71 z appropriate1 ( subsection 7g77#b77;,a74 7#d7 ,supplem5t n supplant ,funds receiv$ "u ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ to provide *ild c>e s]vices 9 ! ,/ate on ! date ( enactm5t ( ?is ,act1 calculat$ z ! av]age am\nt ( su* ,f$]al1 ,/ate1 & local public funds exp5d$ = fiscal ye>s #bjai1 #bjbj1 & #bjba4 7#e7 ,all[able s\rces ( non-f$]al %>e ,= purposes ( provid+ ! non-,f$]al %>e requir$ "u subsection 7g77#b71 a ,/ate's non-,f$]al %>e-- 7,a7 = direct *ild c>e s]vices describ$ 9 subsection 7g77#b77;,a77i7-- 7i7 %all n include contributions be+ us$ z a non-,f$]al %>e or mat* = ano!r ,f$]al aw>d2 & 7ii7 %all be provid$ f ,/ate or local s\rces1 contributions f philan?ropy or o!r private organizations1 or a comb9ation ( su* s\rces & contributions2 & 7,b7 = activities to improve ! quality & supply ( *ild c>e s]vices describ$ 9 subsection 7g77#b77;,a77ii71 & adm9i/ration describ$ 9 subsection 7g77#b77;,a77iii7-- 7i7 %all n include contributions be+ us$ z a non-,f$]al %>e or mat* = ano!r ,f$]al aw>d2 7ii7 %all be provid$ f ,/ate or local s\rces1 contributions f philan?ropy or o!r private organizations1 or a comb9ation ( su* s\rces & contributions2 & 7iii7 may be 9 ca% or 9 k9d1 fairly evaluat$1 includ+ facilities or prop]ty1 equipm5t1 or s]vices4 7#f7 ,in=mation = det]m9ations ,= purposes ( det]m9ations ( p>ticipation 9 an eligible activity1 ! provision ( in=mation = su* det]m9ations by ,f$]al ag5cies o!r ?an ! ,dep>tm5t ( ,heal? & ,human ,s]vices %all n be requir$4 7#g7 ,reports ,a ,/ate1 ,indian ,tribe1 ,tribal organization1 or t]ritory receiv+ funds "u ?is section %all provide to ! ,secret>y su* p]iodic reports1 provid+ a detail$ acc\nt+ ( ! uses ( ! funds receiv$ "u ?is section1 z ! ,secret>y may require = ! adm9i/ration ( ?is section4 ,! ,/ate1 ,indian ,tribe1 ,tribal organization1 or t]ritory %all beg9 to provide ! reports beg9n+ n lat] ?an #fj days aft] its initial receipt ( a paym5t "u subsection 7g77#a74 7k7 ,monitor+ & en=cem5t 7#a7 ,review ( compliance ) requirem5ts & /ate plan ,! ,secret>y %all review & monitor compliance ( ,/ates1 t]ritories1 ,tribal entities1 & local entities ) ?is section & ,/ate compliance ) ! plan describ$ 9 subsection 7f77#d74 7#b7 ,issuance ( rule ,! ,secret>y %all e/abli% by rule proc$ures =-- 7,a7 receiv+1 process+1 & det]m9+ ! validity ( compla9ts or f9d+s conc]n+ any failure ( a ,/ate to comply ) ! ,/ate plan or any o!r requirem5t ( ?is section2 7,b7 notify+ a ,/ate :5 ! ,secret>y has det]m9$ !re has be5 a failure by ! ,/ate to comply ) a requirem5t ( ?is section2 & 7,c7 impos+ sanctions "u ?is subsection = su* a failure4 7l7 ,f$]al adm9i/ration ,us+ funds res]v$ "u subsection 7c77#f71 ! ,secret>y %all c>ry out adm9i/ration ( ?is section1 %all provide 7includ+ ?r\gh ! use ( grants or coop]ative agreem5ts7 te*nical assi/ance to ,/ates1 t]ritories1 ,indian ,tribes1 & ,tribal organizations1 & %all c>ry out rese>*1 & evaluations relat$ to ?is section4 7m7 ,transition provisions 7#a7 ,treatm5t ( *ild c>e & developm5t block grant funds ,= ea* ( fiscal ye>s #bjbe1 #bjbf1 & #bjbg1 a ,/ate receiv+ assi/ance "u ?is section %all n use m ?an #aj p]c5t ( any funds receiv$ "u ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij to provide assi/ance = direct *ild c>e s]vices to *ildr5 :o are "u ! age ( #f1 are n yet 9 k9d]g>t51 & are eligible "u t ,act4 7#b7 ,special rules reg>d+ eligibility ,any *ild :o is less ?an #f ye>s ( age1 is n yet 9 k9d]g>t51 & is receiv+ assi/ance "u ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij on ! date fund+ is fir/ allocat$ to ! lead ag5cy = ! ,/ate1 t]ritory1 ,indian ,tribe1 or ,tribal organization involv$ "u ?is section-- 7,a7 %all be deem$ imm$iately eligible to receive assi/ance "u ?is section2 & 7,b7 may cont9ue to use ! *ild c>e provid] ( ! family's *oice4 7#c7 ,transition proc$ures ,! ,secret>y is au?oriz$ to in/itute proc$ures = implem5t+ ?is section1 includ+ issu+ guidance = ,/ates receiv+ funds "u subsection 7g77#a74 #bcjjb4 ,univ]sal pres*ool 7a7 ,def9itions ,9 ?is section3 7#a7 ,*ild exp]i5c+ homelessness ,! t]m *ild exp]i5c+ homelessness means an individual :o is a homeless *ild or y\? "u section #gbe ( ! ,mc,kinney-,v5to ,homeless ,assi/ance ,act 7#db ,u4,s4,c4 #aadcd;a74 7#b7 ,*ild ) a disability ,! t]m *ild ) a disability has ! mean+ giv5 ! t]m 9 section #fjb ( ! ,individuals ) ,disabilities ,education ,act 7#bj ,u4,s4,c4 #adja74 7#c7 ,compreh5sive s]vices ,! t]m compreh5sive s]vices means s]vices t are provid$ to l[-income *ildr5 & _! families1 & t are heal?1 educational1 nutritional1 social1 & o!r s]vices t are det]m9$1 bas$ on family ne$s assessm5ts1 to be necess>y1 )9 ! mean+ ( section #fcf ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihca74 7#d7 ,dual language le>n] ,! t]m dual language le>n] means a *ild :o is le>n+ #b or m languages at ! same "t1 or a *ild :o is le>n+ a second language :ile cont9u+ to develop ! *ild's fir/ language4 7#e7 ,eligible *ild ,! t]m eligible *ild means a *ild :o is age #c or #d1 on ! date e/abli%$ by ! applicable local educational ag5cy = k9d]g>t5 entry4 7#f7 ,eligible provid] ,! t]m eligible provid] means-- 7,a7 a local educational ag5cy1 act+ alone or 9 a consortium or 9 collaboration ) an educational s]vice ag5cy 7z def9$ 9 section #haja ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #ghja771 t is lic5s$ by ! ,/ate or meets comp>able heal? & safety /&>ds2 7,b7 a ,head ,/>t ag5cy or delegate ag5cy fund$ "u ! ,head ,/>t ,act2 7,c7 a lic5s$ c5t]-bas$ *ild c>e provid]1 lic5s$ family *ild c>e provid]1 or community- or neighborhood-bas$ network ( lic5s$ family *ild c>e provid]s2 or 7,d7 a consortium ( entities describ$ 9 any ( subp>agraphs 7,a71 7,b71 & 7,c74 7#g7 ,head ,/>t ag5cy ,! t]m ,head ,/>t ag5cy1 z us$ 9 p>agraph 7#f77;,b71 or subsection 7c77#e77;,d7 or 7f77#a71 means an entity designat$ z a ,head ,/>t ag5cy "u section #fda7;a77#a7 ( ! ,head ,/>t ,act or z an ,e>ly ,head ,/>t ag5cy 7by receiv+ a grant7 "u section #fde;,a7a7 ( su* ,act4 7#h7 ,indian ,tribe ,! t]m ,indian ,tribe has ! mean+ giv5 ! t]m 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd74 7#i7 ,local educational ag5cy ,! t]m local educational ag5cy has ! mean+ giv5 ! t]m 9 section #haja ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #ghja74 7#aj7 ,pov]ty l9e ,! t]m pov]ty l9e means ! pov]ty l9e def9$ & revis$ z describ$ 9 section #fgc ( ! ,community ,s]vices ,block ,grant ,act 7#db ,u4,s4,c4 #iijb74 7#aa7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,heal? & ,human ,s]vices4 7#ab7 ,/ate ,! t]m ,/ate means ea* ( ! sev]al ,/ates & ! ,di/rict ( ,columbia4 7#ac7 ,t]ritory ,! t]m t]ritory means ea* ( ! ,commonweal? ( ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 ,am]ican ,samoa1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 7#ad7 ,tribal organization ,! t]m ,tribal organization has ! mean+ giv5 ! t]m tribal organization 9 section #feh,p ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #ihehn74 7b7 ,univ]sal pres*ool 7#a7 ,appropriations = ,/ates 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7i7 #d1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = paym5ts to ,/ates1 = c>ry+ out ?is section 7except provisions & activities cov]$ by p>agraph 7#b77 9 fiscal ye> #bjbb2 7ii7 #f1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = paym5ts to ,/ates1 = c>ry+ out ?is section 7except provisions & activities cov]$ by p>agraph 7#b77 9 fiscal ye> #bjbc2 & 7iii7 #h1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = paym5ts to ,/ates1 = c>ry+ out ?is section 7except provisions & activities cov]$ by p>agraph 7#b77 9 fiscal ye> #bjbd4 7,b7 ,additional appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y = ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 to rema9 available = #a additional fiscal ye>1 = paym5ts to ,/ates1 = c>ry+ out ?is section 7except provisions & activities cov]$ by p>agraph 7#b774 7#b7 ,additional appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7,a7 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out paym5ts to ,indian ,tribes & ,tribal organizations = activities describ$ 9 ?is section2 7,b7 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out paym5ts to ! t]ritories1 to be di/ribut$ among ! t]ritories on ! basis ( _! relative ne$1 z det]m9$ by ! ,secret>y 9 accordance ) ! objectives ( ?is section1 = activities describ$ 9 ?is section2 7,c7 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out paym5ts to eligible local entities t s]ve *ildr5 9 families :o are engag$ 9 migrant or seasonal agricultural labor1 = activities describ$ 9 ?is section2 7,d7 7i7 #afe1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out ,f$]al activities to support ! activities fund$ "u ?is section1 includ+ adm9i/ration1 monitor+1 te*nical assi/ance1 & rese>*1 9 fiscal ye> #bjbb2 7ii7 #bjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out ,f$]al activities to support ! activities fund$ "u ?is section1 includ+ adm9i/ration1 monitor+1 te*nical assi/ance1 & rese>*1 9 fiscal ye> #bjbc2 7iii7 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out ,f$]al activities to support ! activities fund$ "u ?is section1 includ+ adm9i/ration1 monitor+1 te*nical assi/ance1 & rese>*1 9 fiscal ye> #bjbd2 7iv7 #bjh1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out ,f$]al activities to support ! activities fund$ "u ?is section1 includ+ adm9i/ration1 monitor+1 te*nical assi/ance1 & rese>*1 9 fiscal ye> #bjbe2 7v7 #bab1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out ,f$]al activities to support ! activities fund$ "u ?is section1 includ+ adm9i/ration1 monitor+1 te*nical assi/ance1 & rese>*1 9 fiscal ye> #bjbf2 & 7vi7 #baf1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out ,f$]al activities to support ! activities fund$ "u ?is section1 includ+ adm9i/ration1 monitor+1 te*nical assi/ance1 & rese>*1 9 fiscal ye> #bjbg2 7,e7 7i7 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to improve comp5sation ( ,head ,/>t /aff consi/5t ) subp>agraphs 7,a77i7 & 7,b77viii7 ( section #fdj7;a77#e7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#e771 not)/&+ section #fec7;a7 ( su* ,act 7#db ,u4,s4,c4 #ihdh7;a771 9 fiscal ye> #bjbb2 7ii7 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to improve comp5sation ( ,head ,/>t /aff consi/5t ) subp>agraphs 7,a77i7 & 7,b77viii7 ( section #fdj7;a77#e7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#e771 not)/&+ section #fec7;a7 ( su* ,act 7#db ,u4,s4,c4 #ihdh7;a771 9 fiscal ye> #bjbc2 7iii7 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to improve comp5sation ( ,head ,/>t /aff consi/5t ) subp>agraphs 7,a77i7 & 7,b77viii7 ( section #fdj7;a77#e7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#e771 not)/&+ section #fec7;a7 ( su* ,act 7#db ,u4,s4,c4 #ihdh7;a771 9 fiscal ye> #bjbd2 7iv7 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to improve comp5sation ( ,head ,/>t /aff consi/5t ) subp>agraphs 7,a77i7 & 7,b77viii7 ( section #fdj7;a77#e7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#e771 not)/&+ section #fec7;a7 ( su* ,act 7#db ,u4,s4,c4 #ihdh7;a771 9 fiscal ye> #bjbe2 7v7 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to improve comp5sation ( ,head ,/>t /aff consi/5t ) subp>agraphs 7,a77i7 & 7,b77viii7 ( section #fdj7;a77#e7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#e771 not)/&+ section #fec7;a7 ( su* ,act 7#db ,u4,s4,c4 #ihdh7;a771 9 fiscal ye> #bjbf2 & 7vi7 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to improve comp5sation ( ,head ,/>t /aff consi/5t ) subp>agraphs 7,a77i7 & 7,b77viii7 ( section #fdj7;a77#e7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#e771 not)/&+ section #fec7;a7 ( su* ,act 7#db ,u4,s4,c4 #ihdh7;a771 9 fiscal ye> #bjbg2 7,f7 7i7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7f77#b7 9 fiscal ye> #bjbc2 7ii7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7f77#b7 9 fiscal ye> #bjbd2 7iii7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7f77#b7 9 fiscal ye> #bjbe2 7iv7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7f77#b7 9 fiscal ye> #bjbf2 & 7v7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( grants to localities describ$ 9 subsection 7f77#b7 9 fiscal ye> #bjbg2 & 7,g7 7i7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7f77#c7 9 fiscal ye> #bjbc2 7ii7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7f77#c7 9 fiscal ye> #bjbd2 7iii7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7f77#c7 9 fiscal ye> #bjbe2 7iv7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7f77#c7 9 fiscal ye> #bjbf2 & 7v7 #a1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out ! program ( aw>ds to ,head ,/>t ag5cies describ$ 9 subsection 7f77#c7 9 fiscal ye> #bjbg4 7c7 ,paym5ts = /ate univ]sal pres*ool s]vices 7#a7 ,9 g5]al ,a ,/ate t has submitt$1 & _h approv$ by ! ,secret>y1 ! ,/ate plan describ$ 9 p>agraph 7#e7 is entitl$ to a paym5t "u ?is subsection4 7#b7 ,paym5ts to /ates 7,a7 ,paym5ts = fiscal ye>s #bjbb ?r\gh #bjbd ,f am\nts made available "u subsection 7b77#a7 = any ( fiscal ye>s #bjbb ?r\gh #bjbd1 ! ,secret>y1 9 collaboration ) ! ,secret>y ( ,education1 %all allot = ! fiscal ye>1 to ea* ,/ate t has a ,/ate plan "u p>agraph 7#e7 or transitional ,/ate plan "u p>agraph 7#g7 t is approv$ = a p]iod includ+ t fiscal ye>1 an am\nt = ! purpose ( provid+ grants to eligible provid]s to provide high-quality pres*ool1 us+ a =mula t consid]s-- 7i7 ! proportion ( ! numb] ( *ildr5 :o are bel[ ! age ( #f & ^: families h a family income at or bel[ #bjj p]c5t ( ! pov]ty l9e = ! mo/ rec5t ye> = :i* satisfactory data are available1 resid+ 9 ! ,/ate1 z comp>$ to ! numb] ( su* *ildr51 :o reside 9 all ,/ates ) approv$ plans = ! fiscal ye> = :i* ! allotm5t is be+ made2 & 7ii7 ! exi/+ ,f$]al pres*ool inve/m5ts 9 ! ,/ate "u ! ,head ,/>t ,act1 z ( ! date ( ! allotm5t4 7,b7 ,paym5ts = fiscal ye>s #bjbe ?r\gh #bjbg 7i7 ,pres*ool s]vices ,= ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 ! ,secret>y %all pay to ea* ,/ate ) an approv$ ,/ate plan "u p>agraph 7#e71 an am\nt = t ye> equal to-- 7,i7 #ie4ddj p]c5t ( ! ,/ate's exp5ditures 9 ! ye> = pres*ool s]vices provid$ "u subsection 7d71 = fiscal ye> #bjbe2 7,,ii7 #gi4ecd p]c5t ( ! ,/ate's exp5ditures 9 ! ye> = su* pres*ool s]vices1 = fiscal ye> #bjbf2 & 7,,iii7 #fc4fbg p]c5t ( ! ,/ate's exp5ditures 9 ! ye> = su* pres*ool s]vices1 = fiscal ye> #bjbg4 7ii7 ,/ate activities ,! ,secret>y %all pay to ea* ,/ate ) an approv$ ,/ate plan "u p>agraph 7#e7 an am\nt = a fiscal ye> equal to #ec4jbb p]c5t ( ! am\nt ( ! ,/ate's exp5ditures = ! activities describ$ 9 p>agraph 7#c71 except t 9 no case %all a paym5t = a fiscal ye> "u ?is clause exce$ ! am\nt equal to #aj p]c5t ( ! ,/ate's exp5ditures describ$ 9 clause 7i7 = su* fiscal ye>4 7iii7 ,non-f$]al %>e ,! rema9d] ( ! co/ paid by ! ,/ate = pres*ool s]vices1 t is n provid$ "u clause 7i71 %all be consid]$ ! non-,f$]al %>e ( ! co/ ( ^? s]vices4 ,! rema9d] ( ! co/ paid by ! ,/ate = ,/ate activities1 t is n provid$ "u clause 7ii71 %all be consid]$ ! non-,f$]al %>e ( ! co/ ( ^? activities4 7iv7 ,advance paym5t2 retrospective adju/m5t ,! ,secret>y %all make a paym5t "u clause 7i7 or 7ii7 = a ye> on ! basis ( advance e/imates ( exp5ditures submitt$ by ! ,/ate & su* o!r inve/igation z ! ,secret>y may f9d necess>y1 & %all r$uce or increase ! paym5t z necess>y to adju/ = any ov]paym5t or und]paym5t = a previ\s ye>4 7,c7 ,au?orities 7i7 ,fiscal ye>s #bjbb ?r\gh #bjbd ,not)/&+ any o!r provision ( ?is p>agraph1 = ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 ! ,secret>y %all h ! au?ority to reallot funds t 7 allott$ "u subp>agraph 7,a7 f any ,/ate )\t an approv$ application "u p>agraph 7#e7 by ! date requir$ by ! ,secret>y1 to ,/ates ) an approv$ application "u t subsection4 7ii7 ,fiscal ye> #bjbe ,not)/&+ any o!r provision ( ?is section1 on ,octob] #a1 #bjbd1 ! ,secret>y %all h ! au?ority to reallot funds f paym5ts made f allotm5ts "u subp>agraph 7,a7 t are unobligat$ on su* date1 to any ,/ate )\t su* unobligat$ funds t is a ,/ate ) an approv$ application "u p>agraph 7#e71 to c>ry out ! purposes ( ?is section4 7#c7 ,/ate activities ,a ,/ate t receives a paym5t "u p>agraph 7#b7 %all c>ry out all ( ! foll[+ activities3 7,a7 ,/ate adm9i/ration ( ! ,/ate pres*ool program describ$ 9 ?is section4 7,b7 ,support+ a cont9u\s quality improvem5t sy/em = provid]s ( pres*ool s]vices p>ticipat+1 or seek+ to p>ticipate1 9 ! ,/ate pres*ool program1 ?r\gh ! use ( data1 rese>*+1 monitor+1 tra9+1 te*nical assi/ance1 pr(essional developm5t1 & coa*+4 7,c7 ,provid+ outrea* & enrollm5t support = families ( eligible *ildr54 7,d7 ,support+ data sy/ems build+4 7,e7 ,support+ /aff ( eligible provid]s 9 pursu+ cr$5tials & degrees1 includ+ baccalaureate degrees4 7,f7 ,support+ activities t ensure access to inclusive pres*ool programs = *ildr5 ) disabilities4 7,g7 ,provid+ age-appropriate transportation s]vices = *ildr51 :i* at a m9imum %all include transportation s]vices = *ildr5 exp]i5c+ homelessness & *ildr5 9 fo/] c>e4 7,h7 ,conduct+ or updat+ a /atewide ne$s assessm5t ( access to high-quality pres*ool s]vices4 7#d7 ,lead ag5cy ,! ,gov]nor ( a ,/ate desir+ = ! ,/ate to receive a paym5t "u ?is subsection %all designate a lead ag5cy 7su* z a ,/ate ag5cy or jo9t int]ag5cy (fice7 = ! adm9i/ration ( ! ,/ate's pres*ool program "u ?is section4 7#e7 ,/ate plan ,9 ord] to be eligible = paym5ts "u ?is section1 ! ,gov]nor ( a ,/ate %all submit a ,/ate plan to ! ,secret>y = approval by ! ,secret>y1 9 collaboration ) ! ,secret>y ( ,education1 at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y %all by rule require1 t includes a plan = a*iev+ univ]sal1 high-quality1 free1 inclusive1 & mix$-deliv]y pres*ool s]vices4 ,su* plan %all include1 at a m9imum1 ea* ( ! foll[+3 7,a7 ,a c]tification t-- 7i7 ! ,/ate has 9 place developm5tally appropriate1 evid5ce-bas$ pres*ool /&>ds t1 at a m9imum1 are z rigor\s z ! /&>ds specifi$ 9 subp>agraph 7,b7 ( section #fda;,a7a77#a7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihcf;a7a77#a77 & include program /&>ds = class sizes & ratios2 & 7ii7 ! ,/ate w coord9ate su* /&>ds ) o!r e>ly le>n+ /&>ds 9 ! ,/ate4 7,b7 ,an assurance t ! ,/ate w ensure-- 7i7 all pres*ool s]vices 9 ! ,/ate fund$ "u ?is section w-- 7,i7 be univ]sally available to all *ildr5 9 ! ,/ate )\t any additional eligibility requirem5ts2 7,,ii7 be high-quality1 free1 & inclusive2 & 7,,iii7 by n lat] ?an #a ye> aft] ! ,/ate receives su* fund+1 meet ! ,/ate's pres*ool education /&>ds describ$ 9 subp>agraph 7,a72 & 7ii7 t ! local pres*ool programs 9 ! ,/ate fund$ "u ?is section w-- 7,i7 (f] programm+ t meets ! duration requirem5ts ( at lea/ #a1jbj annual h\rs2 7,,ii7 adopt policies & practices to conduct outrea* & provide exp$it$ enrollm5t1 includ+ prioritization1 to-- 7aa7 *ildr5 exp]i5c+ homelessness 7:i*1 9 ! case ( a *ild att5d+ a program provid$ by an eligible provid] describ$ 9 subsection 7a77#f77;,a71 %all include imm$iate enrollm5t = ! *ild72 7bb7 *ildr5 9 fo/] c>e or k9%ip c>e2 7cc7 *ildr5 9 families :o are engag$ 9 migrant or seasonal agricultural labor2 7dd7 *ildr5 ) disabilities1 includ+ eligible *ildr5 :o are s]v$ "u "p ,c ( ! ,individuals ) ,disabilities ,education ,act2 & 7ee7 dual language le>n]s2 7,,iii7 provide = sal>ies1 & set s*$ules = sal>ies1 = /aff ( provid]s 9 ! ,/ate pres*ool program t are equival5t to sal>ies ( elem5t>y s*ool /aff ) simil> cr$5tials & exp]i5ce2 7,,iv7 at a m9imum1 provide a liv+ wage = all /aff ( su* provid]s2 & 7,v7 require educational qualifications = tea*]s 9 ! pres*ool program includ+1 at a m9imum1 requir+ t lead tea*]s 9 ! pres*ool program h a baccalaureate degree 9 e>ly *ildhood education or a relat$ field by n lat] ?an #f ye>s aft] ! date on :i* ! ,/ate fir/ receives funds "u ?is ,act1 except t-- 7aa7 subject to item 7bb71 ! requirem5ts "u ?is subclause %all n apply to individuals :o 7 employ$ by an eligible provid] or e>ly education program = a cumulative #c ( ! #e ye>s imm$iately prec$+ ! date ( enactm5t ( ?is ,act & h ! necess>y cont5t k & tea*+ skills = e>ly *ildhood educators1 z demon/rat$ ?r\gh measures det]m9$ by ! ,/ate2 & 7bb7 no?+ 9 ?is section %all require ! ,/ate to less5 ,/ate requirem5ts = educational qualifications1 9 exi/5ce on ! date ( enactm5t ( ?is ,act1 to s]ve z a tea*] 9 a ,/ate pres*ool program4 7,c7 ,= ,/ates ) exi/+ publicly fund$ ,/ate pres*ool programs 7z ( ! date ( submission ( ! ,/ate plan71 a description ( h[ ! ,/ate plans to use fund+ provid$ "u ?is section to ensure t su* exi/+ programs 9 ! ,/ate meet ! requirem5ts ( ?is section = a ,/ate pres*ool program4 7,d7 ,a description ( h[ ! ,/ate1 9 e/abli%+ & op]at+ ! ,/ate pres*ool program support$ "u ?is section1 w-- 7i7 support a mix$-deliv]y sy/em = any new slots fund$ "u ?is section1 includ+ by facilitat+ ! p>ticipation ( ,head ,/>t programs & programs (f]$ by lic5s$ *ild c>e provid]s2 7ii7 ensure ! ,/ate pres*ool program does n disrupt ! /ability ( infant & toddl] *ild c>e ?r\gh\t ! ,/ate2 7iii7 ensure adequate consultation ) ! ,/ate ,advisory ,c\ncil on ,e>ly ,*ildhood ,education & ,c>e designat$ or e/abli%$ 9 section #fdb;,b7b77#a77;,a77i7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihcg;b7b77#a77;,a77i77 9 ! developm5t ( its plan1 includ+ consultation 9 h[ ! ,/ate int5ds to di/ribute slots "u clause 7v72 7iv7 p>tn] ) ,head ,/>t ag5cies to ensure ! full utilization ( ,head ,/>t programs )9 ! ,/ate2 & 7v7 di/ribute new pres*ool slots equitably among *ild c>e 7includ+ family *ild c>e7 provid]s1 ,head ,/>t ag5cies1 & s*ools )9 ! ,/ate4 7,e7 ,a c]tification t ! ,/ate1 9 op]at+ ! program describ$ 9 ?is section = a fiscal ye>-- 7i7 w n r$uce ! total pres*ool slots provid$ 9 ,/ate-fund$ pres*ool programs f ! numb] ( su* slots 9 ! previ\s fiscal ye>2 or 7ii7 if ! numb] ( eligible *ildr5 id5tifi$ 9 ! ,/ate decl9es f ! previ\s fiscal ye>1 w ma9ta9 at lea/ ! previ\s ye>'s ratio ( ! total pres*ool slots describ$ 9 clause 7i7 to eligible *ildr5 s id5tifi$4 7,f7 ,an assurance t ! ,/ate w use fund+ provid$ "u ?is section to ensure *ildr5 ) disabilities h access to & p>ticipate 9 inclusive pres*ool programs consi/5t ) provisions 9 ! ,individuals ) ,disabilities ,education ,act1 & a description ( h[ ! ,/ate w collaborate ) entities c>ry+ out programs "u section #fai or "p ,c ( ! ,individuals ) ,disabilities ,education ,act1 to support inclusive pres*ool programs4 7,g7 ,a c]tification t ! ,/ate w support ! cont9u\s quality improvem5t ( programs provid+ pres*ool s]vices "u ?is section1 includ+ support ?r\gh te*nical assi/ance1 monitor+1 & rese>*4 7,h7 ,a c]tification t ! ,/ate w ensure a highly qualifi$ e>ly *ildhood work=ce to support ! requirem5ts ( ?is section4 7,i7 ,an assurance t ! ,/ate w meet ! requirem5ts ( clauses 7ii7 & 7iii7 ( section #feh;,e7c77#b77,t7 ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #iheh;c7c77#b77,t771 ) respect to fund+ & assessm5ts "u ?is section4 7,j7 ,a c]tification t subgrant & contract am\nts provid$ z describ$ 9 subsection 7d7 w be suffici5t to enable eligible provid]s to meet ! requirem5ts ( ?is section1 & w provide = increas$ paym5t am\nts bas$ on ! crit]ia describ$ 9 subclauses 7,,iii7 & 7,,iv7 ( subp>agraph 7,b77ii74 7,k7 ,an agreem5t to provide to ! ,secret>y su* p]iodic reports1 provid+ a detail$ acc\nt+ ( ! uses ( fund+ receiv$ "u ?is section1 z ! ,secret>y may require = ! adm9i/ration ( ?is section4 7#f7 ,duration ( ! plan ,ea* ,/ate plan %all rema9 9 effect = a p]iod ( n m ?an #c ye>s4 ,am5dm5ts to ! ,/ate plan %all rema9 9 effect = ! duration ( ! plan4 7#g7 ,transitional /ate plan 7,a7 ,9 g5]al ,! ,secret>y %all develop p>amet]s =1 & all[ a ,/ate to submit = purposes ( ?is subsection = a p]iod ( n m ?an #c ye>s1 a transitional ,/ate plan1 at su* "t1 9 su* mann] & conta9+ su* in=mation z ! ,secret>y %all require4 7,b7 ,cont5ts ,! transitional plan %all-- 7i7 demon/rate t ! ,/ate w meet ! requirem5ts ( su* plan z det]m9$ by ! ,secret>y2 & 7ii7 include1 at a m9imum-- 7,i7 an assurance t ! ,/ate w submit a ,/ate plan "u p>agraph 7#e72 7,,ii7 a description ( h[ ! funds receiv$ by ! ,/ate "u ?is section w be sp5t to exp& access to univ]sal1 high-quality1 free1 inclusive1 & mix$-deliv]y pres*ool 9 alignm5t ) ! requirem5ts ( ?is section2 & 7,,iii7 su* data z ! ,secret>y may require on ! provision ( pres*ool s]vices 9 ! ,/ate4 7d7 ,subgrants & contracts = local pres*ool programs 7#a7 ,subgrants & contracts 7,a7 ,9 g5]al ,a ,/ate t receives a paym5t "u subsection 7c77#b7 = a fiscal ye> %all use am\nts provid$ ?r\gh ! paym5t to pay ! co/s ( subgrants to1 or contracts )1 eligible provid]s to op]ate univ]sal1 high-quality1 free1 & inclusive pres*ool programs 7:i* ,/ate-fund$ programs may be ref]r$ to 9 ?is section z local pres*ool programs7 ?r\gh ! ,/ate pres*ool program 9 accordance ) p>agraph 7#c74 ,a ,/ate %all r$uce or increase ! am\nts provid$ "u su* subgrants or contracts if ne$$ to adju/ = any ov]paym5t or und]paym5t describ$ 9 subsection 7c77#b77;,b77iv74 7,b7 ,am\nt ,a ,/ate %all aw>d a subgrant or contract "u ?is subsection 9 a suffici5t am\nt to enable ! eligible provid] to op]ate a local pres*ool program t meets ! requirem5ts ( subsection 7c77#e77;,b71 :i* am\nt %all reflect v>iations 9 ! co/ ( pres*ool s]vices by geographic area1 type ( provid]1 & age ( *ild1 & ! additional co/s associat$ ) provid+ inclusive pres*ool s]vices = *ildr5 ) disabilities4 7,c7 ,duration ,! ,/ate %all aw>d a subgrant or contract "u ?is subsection = a p]iod ( n less ?an #c ye>s1 unless ! subgrant or contract is t]m9at$ or susp5d$1 or ! subgrant p]iod is r$uc$1 = cause4 7#b7 ,enhanc$ paym5ts = compreh5sive s]vices ,9 aw>d+ subgrants or contracts "u ?is subsection & 9 addition to meet+ ! requirem5ts ( p>agraph 7#a77;,b71 ! ,/ate %all aw>d subgrants or contracts ) enhanc$ paym5ts to eligible provid]s t (f] local pres*ool programs fund$ "u ?is subsection to a high p]c5tage ( l[-income *ildr5 to support compreh5sive s]vices4 7#c7 ,e/abli%+ & exp&+ univ]sal pres*ool programs 7,a7 ,e/abli%+ & exp&+ univ]sal pres*ool programs 9 high-ne$ communities ,9 aw>d+ subgrants or contracts "u ?is subsection1 ! ,/ate %all fir/ prioritize e/abli%+ & exp&+ univ]sal local pres*ool programs )9 & across high-ne$ communities by aw>d+ subgrants or contracts to eligible provid]s op]at+ )9 & across1 or ) capacity to op]ate )9 & across1 su* high-ne$ communities4 ,! ,/ate %all-- 7i7 use a rese>*-bas$ me?odology approv$ by ! ,secret>y to id5tify su* high-ne$ communities1 z det]m9$ by-- 7,i7 ! rate ( pov]ty 9 ! community2 7,,ii7 rates ( access to high-quality pres*ool )9 ! community2 & 7,,iii7 o!r indicators ( community ne$ z requir$ by ! ,secret>y2 & 7ii7 di/ribute fund+ = pres*ool s]vices "u ?is section )9 su* a high-ne$ community s t a majority ( *ildr5 9 ! community are (f]$ su* pres*ool s]vices be=e ! ,/ate e/abli%es & exp&s pres*ool s]vices 9 communities ) l[] levels ( ne$4 7,b7 ,use ( funds ,subgrants or contracts aw>d$ "u subp>agraph 7,a7 %all be us$ to enroll & s]ve *ildr5 9 su* a local pres*ool program involv$1 includ+ by pay+ ! co/s-- 7i7 ( p]sonnel 7includ+ classroom & adm9i/rative p]sonnel71 includ+ comp5sation & b5efits2 7ii7 associat$ ) implem5t+ ! ,/ate's pres*ool /&>ds1 provid+ curriculum supports1 & meet+ e>ly le>n+ & developm5t /&>ds2 7iii7 ( pr(essional developm5t1 tea*] supports1 & tra9+2 7iv7 ( implem5t+ & meet+ developm5tally appropriate heal? & safety /&>ds 7includ+ lic5sure1 :]e applicable71 tea*] to *ild ratios1 & gr\p size maximums2 7v7 ( mat]ials1 equipm5t1 & supplies2 & 7vi7 ( r5t or a mortgage1 utilities1 build+ security1 indoor & outdoor ma9t5ance1 & insurance4 7#d7 ,e/abli%+ & exp&+ univ]sal pres*ool programs 9 additional communities ,once a ,/ate t receives a paym5t "u subsection 7c77#b7 meets ! requirem5ts ( p>agraph 7#c7 ) respect to e/abli%+ & exp&+ local pres*ool programs )9 & across high-ne$ communities1 ! ,/ate %all use funds f su* paym5t to enroll & s]ve *ildr5 9 local pres*ool programs1 z describ$ 9 su* p>agraph1 9 additional communities 9 accordance ) ! metrics describ$ 9 p>agraph 7#c77;,a77i74 ,su* funds %all be us$ = ! activities describ$ 9 clauses 7i7 ?r\gh 7vi7 ( p>agraph 7#c77;,b74 7e7 ,paym5ts = univ]sal pres*ool s]vices ,indian ,tribes & t]ritories 7#a7 ,indian tribes & tribal organizations 7,a7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbg1 f ! am\nt appropriat$ = ,indian ,tribes & ,tribal organizations "u subsection 7b77#b77;,a71 ! ,secret>y %all make paym5ts to ,indian ,tribes & ,tribal organizations ) an application approv$ "u subp>agraph 7,b71 & ! ,tribes & ,tribal organizations %all be entitl$ to su* paym5ts = ! purpose ( c>ry+ out ! pres*ool program describ$ 9 ?is section1 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y1 ) ! requirem5ts applicable to ,/ates4 7,b7 ,applications ,an ,indian ,tribe or ,tribal organization seek+ a paym5t "u ?is p>agraph %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may specify4 7#b7 ,t]ritories 7,a7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbg1 f ! am\nt appropriat$ = t]ritories "u subsection 7b77#b77;,b71 ! ,secret>y %all make paym5ts to ! t]ritories ) an application approv$ "u subp>agraph 7,b71 & ! t]ritories %all be entitl$ to su* paym5ts1 = ! purpose ( c>ry+ out ! pres*ool program describ$ 9 ?is section1 consi/5t1 to ! ext5t practicable z det]m9$ by ! ,secret>y1 ) ! requirem5ts applicable to ,/ates4 7,b7 ,applications ,a t]ritory seek+ a paym5t "u ?is p>agraph %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may specify4 7#c7 ,lead ag5cy ,! head ( an ,indian tribe or t]ritory desir+ = ! ,indian tribe or a relat$ tribal organization1 or t]ritory1 to receive a paym5t "u ?is subsection %all designate a lead ag5cy 7su* z a tribal or t]ritorial ag5cy or jo9t int]ag5cy (fice7 = ! adm9i/ration ( ! pres*ool program ( ! ,indian tribe or t]ritory1 "u ?is section4 7f7 ,grants to localities & ,head ,/>t expansion 9 nonp>ticipat+ ,/ates 7#a7 ,eligible locality def9$ ,9 ?is subsection1 ! t]m eligible locality means a city1 c\nty1 or o!r unit ( g5]al local gov]nm5t1 a local educational ag5cy1 or a ,head ,/>t ag5cy4 7#b7 ,grants to localities 7,a7 ,9 g5]al ,! ,secret>y1 9 consultation ) ! ,secret>y ( ,education1 %all use funds res]v$ 9 subsection 7b77#b77;,f7 to aw>d local univ]sal pres*ool grants1 9 accordance ) rules e/abli%$ by ! ,secret>y ( ,heal? & ,human ,s]vices1 to eligible localities locat$ 9 ,/ates t h n receiv$ paym5ts "u subsection 7c77#b77;,a74 ,! ,secret>y %all aw>d ! grants to eligible localities 9 a ,/ate f ! allotm5t made = t ,/ate "u subp>agraph 7,b74 ,! ,secret>y %all specify ! requirem5ts = an eligible locality to conduct a pres*ool program "u ?is subsection :i* %all1 to ! greate/ ext5t practicable1 be consi/5t ) ! requirem5ts applicable to ,/ates "u ?is section1 = a univ]sal1 high-quality1 free1 & inclusive pres*ool program4 7,b7 ,allotm5ts ,= ea* ,/ate describ$ 9 subp>agraph 7,a71 ! ,secret>y %all allot = ! ,/ate = a fiscal ye> an am\nt t be>s ! same relation%ip to ! funds appropriat$ "u subsection 7b77#b77;,f7 = ! fiscal ye> z ! numb] ( *ildr5 f families ) family incomes at or bel[ #bjj p]c5t ( ! pov]ty l9e1 & :o are "u ! age ( #f1 9 ! ,/ate be>s to ! total numb] ( all su* *ildr5 9 all ,/ates describ$ 9 subp>agraph 7,a74 7,c7 ,application ,to receive a grant f ! correspond+ ,/ate allotm5t "u ?is subsection1 an eligible locality %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may require4 ,! requirem5ts = ! application %all1 to ! greate/ ext5t practicable1 be consi/5t ) ! ,/ate plan requirem5ts applicable to ,/ates "u ?is section4 7,d7 ,rec\pm5t ( unus$ funds ,not)/&+ any o!r provision ( ?is section1 = ea* ( fiscal ye>s #bjbc ?r\gh #bjbg1 ! ,secret>y %all h ! au?ority to rec\p any unus$ funds allott$ "u subp>agraph 7,b7 = aw>ds "u p>agraph 7#c77;,a7 to ,head ,/>t ag5cies 9 accordance ) p>agraph 7#c74 7#c7 ,head ,/>t expansion 9 nonp>ticipat+ ,/ates 7,a7 ,9 g5]al ,! ,secret>y %all use funds appropriat$ "u subsection 7b77#b77;,g7 or rec\p$ "u p>agraph 7#b7 to make aw>ds to ,head ,/>t ag5cies 9 a ,/ate describ$ 9 p>agraph 7#b77;,a7 to c>ry out ! purposes ( ! ,head ,/>t ,act 9 su* ,/ate4 7,b7 ,rule ,= purposes ( c>ry+ out ! ,head ,/>t ,act 9 circum/ances n involv+ aw>ds "u ?is p>agraph1 funds aw>d$ "u subp>agraph 7,a7 %all n be includ$ 9 ! calculation ( a base grant z su* t]m is def9$ 9 section #fdj7;a77#g77;,a7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#g77;,a774 7,c7 ,def9ition ,9 ?is p>agraph1 ! t]m ,head ,/>t ag5cy means an entity designat$ or eligible to be designat$ z a ,head ,/>t ag5cy "u section #fda7;a77#a7 ( ! ,head ,/>t ,act or z an ,e>ly ,head ,/>t ag5cy 7by receiv+ a grant7 "u section #fde;,a7a7 ( su* ,act4 7#d7 ,priority = s]v+ und]s]v$ communities ,9 mak+ det]m9ations to aw>d a grant or make an aw>d "u ?is subsection1 ! ,secret>y %all give priority to entities s]v+ communities ) a high p]c5tage ( *ildr5 f families ) family incomes at or bel[ #bjj p]c5t ( ! pov]ty l9e4 7g7 ,all[able s\rces ( non-,f$]al %>e ,= purposes ( calculat+ ! am\nt ( ! non-,f$]al %>e1 z det]m9$ "u subsection 7c77#b77;,b77iii71 relat+ to a paym5t "u subsection 7c77#b77;,b71 a ,/ate's non-,f$]al %>e-- 7#a7 may be 9 ca% or 9 k9d1 fairly evaluat$1 includ+ facilities or prop]ty1 equipm5t1 or s]vices2 7#b7 %all include any increase 9 am\nts sp5t by ! ,/ate to exp& half-day k9d]g>t5 programs 9 ! ,/ate1 z ( ! day be=e ! date ( enactm5t ( ?is ,act1 into full-day k9d]g>t5 programs2 7#c7 %all n include contributions be+ us$ z a non-,f$]al %>e or mat* = ano!r ,f$]al aw>d2 7#d7 %all be provid$ f ,/ate or local s\rces1 contributions f philan?ropy or o!r private organizations1 or a comb9ation ( su* s\rces & contributions2 & 7#e7 %all c\nt n m ?an #ajj p]c5t ( ! ,/ate's curr5t sp5d+ on prek9d]g>t5 programs1 calculat$ z ! av]age am\nt ( su* sp5d+ by ! ,/ate = fiscal ye>s #bjai1 #bjbj1 & #bjba1 t[>d ! ,/ate's non-,f$]al %>e4 7h7 ,ma9t5ance ( ef=t 7#a7 ,9 g5]al ,if a ,/ate r$uces its comb9$ fiscal ef=t p] *ild = ! ,/ate pres*ool program 7:e!r a publicly fund$ pres*ool program or a program "u ?is section7 or ?r\gh ,/ate supplem5tal assi/ance funds = ,head ,/>t programs assi/$ "u ! ,head ,/>t ,act1 or ?r\gh any ,/ate sp5d+ on pres*ool s]vices = any fiscal ye> t a ,/ate receives paym5ts "u subsection 7c77#b7 7ref]r$ to 9 ?is p>agraph z ! r$uction fiscal ye>7 relative to ! previ\s fiscal ye>1 ! ,secret>y1 9 collaboration ) ! ,secret>y ( ,education1 %all r$uce support = su* ,/ate "u su* subsection by ! same am\nt z ! total r$uction 9 t ,/ate fiscal ef=t = su* r$uction fiscal ye>4 7#b7 ,waiv] ,! ,secret>y1 9 collaboration ) ! ,secret>y ( ,education1 may waive ! requirem5ts ( p>agraph 7#a7 if-- 7,a7 ! ,secret>ies det]m9e t a waiv] w\ld be appropriate due to a precipit\s decl9e 9 ! f9ancial res\rces ( a ,/ate z a result ( un=ese5 economic h>d%ip1 or a natural disa/]1 t has necessitat$ across-!-bo>d r$uctions 9 ,/ate s]vices dur+ ! #e-ye> p]iod prec$+ ! date ( ! det]m9ation1 includ+ = e>ly *ildhood education programs2 or 7,b7 due to ! circum/ance ( a ,/ate requir+ r$uctions 9 specific programs1 includ+ e>ly *ildhood education programs1 ! ,/ate pres5ts to ! ,secret>ies a ju/ification & demon/ration :y o!r programs c\ld n be r$uc$ & h[ e>ly *ildhood education programs 9 ! ,/ate w n be disproportionately h>m$ by su* ,/ate r$uctions4 7i7 ,supplem5t n supplant ,funds receiv$ "u ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ on prek9d]g>t5 programs 9 ! ,/ate on ! date ( enactm5t ( ?is ,act1 calculat$ z ! av]age am\nt ( su* ,f$]al1 ,/ate1 & local public funds exp5d$ = fiscal ye>s #bjai1 #bjbj1 & #bjba4 7j7 ,nondiscrim9ation provisions ,! foll[+ provisions ( law %all apply to any program or activity t receives funds provid$ "u ?is section3 7#a7 ,title ,,ix ( ! ,education ,am5dm5ts ( #aigb4 7#b7 ,title ,,vi ( ! ,civil ,rights ,act ( #aifd4 7#c7 ,section #ejd ( ! ,rehabilitation ,act ( #aigc4 7#d7 ,! ,am]icans ) ,disabilities ,act ( #aiij4 7#e7 ,section #fed ( ! ,head ,/>t ,act4 7k7 ,monitor+ & en=cem5t 7#a7 ,review ( compliance ) requirem5ts & /ate plan ,! ,secret>y %all review & monitor compliance ( ,/ates1 t]ritories1 ,tribal entities1 & local entities ) ?is section & ,/ate compliance ) ! ,/ate plan describ$ 9 subsection 7c77#e74 7#b7 ,issuance ( rule ,! ,secret>y %all e/abli% by rule proc$ures =-- 7,a7 receiv+1 process+1 & det]m9+ ! validity ( compla9ts or f9d+s conc]n+ any failure ( a ,/ate to comply ) ! ,/ate plan or any o!r requirem5t ( ?is section2 7,b7 notify+ a ,/ate :5 ! ,secret>y has det]m9$ !re has be5 a failure by ! ,/ate to comply ) a requirem5t ( ?is section2 & 7,c7 impos+ sanctions "u ?is subsection = su* a failure4 ,e ,*ild ,nutrition & ,relat$ ,programs #bdjja4 ,exp&+ community eligibility 7a7 ,multipli] & ?re%old adju/$ 7#a7 ,multipli] ,clause 7vii7 ( section #aa7;a77#a77;,f7 ( ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agei;a7a77#a77;,f77 is am5d$ to read z foll[s3 7vii7 ,multipli] 7,i7 ,implem5tation 9 #bjbb-bjbg ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjbb1 & end+ be=e ,july #a1 #bjbg1 ! ,secret>y %all use a multipli] ( #b4e4 7,,ii7 ,implem5tation aft] #bjbg ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjbg1 ! ,secret>y %all use a multipli] ( #a4f4 4 7#b7 ,?re%old ,clause 7viii7 ( section #aa7;a77#a77;,f7 ( ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agei;a7a77#a77;,f77 is am5d$ to read z foll[s3 7viii7 ,?re%old 7,i7 ,implem5tation 9 #bjbb-bjbg ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjbb1 & end+ be=e ,july #a1 #bjbg1 ! ?re%old %all be n m ?an #be p]c5t4 7,,ii7 ,implem5tation aft] #bjbg ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjbg1 ! ?re%old %all be n m ?an #dj p]c5t4 4 7b7 ,/atewide community eligibility ,section #aa7;a77#a77;,f7 ( ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agei;a7a77#a77;,f77 is am5d$ by add+ at ! end ! foll[+3 7xiv7 ,/atewide community eligibility ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjbb1 & end+ be=e ,july #a1 #bjbg1 ! ,secret>y %all e/abli% a /atewide community eligibility program "u :i*1 9 ! case ( a ,/ate ag5cy t agrees to provide fund+ f s\rces o!r ?an ,f$]al funds to ensure t local educational ag5cies 9 ! ,/ate receive ! free reimbursem5t rate = #ajj p]c5t ( ! meals s]v$ at applicable s*ools-- 7,i7 ! multipli] describ$ 9 clause 7vii7 %all apply2 7,,ii7 not)/&+ clause 7viii71 ! ?re%old %all be z]o2 & 7,,iii7 ! p]c5tage ( enroll$ /ud5ts :o 7 id5tifi$ /ud5ts %all be calculat$ across all applicable s*ools 9 ! ,/ate reg>dless ( local educational ag5cy4 4 #bdjjb4 ,summ] electronic b5efits transf] = *ildr5 program ,! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act is am5d$ by ins]t+ aft] section #ac 7#db ,u4,s4,c4 #agfa7 ! foll[+3 #ac;,a4 ,summ] electronic b5efits transf] = *ildr5 program 7a7 ,program e/abli%$ ,! ,secret>y %all e/abli% a program "u :i* ,/ates & cov]$ ,indian ,tribal organizations p>ticipat+ 9 su* program %all1 = summ] #bjbc & summ] #bjbd issue to eligible h\seholds summ] ,,ebt b5efits-- 7#a7 9 accordance ) ?is section2 & 7#b7 = ! purpose ( provid+ nutrition assi/ance ?r\gh electronic b5efits transf] dur+ ! summ] mon?s = eligible *ildr51 to ensure cont9u$ access to food :5 s*ool is n 9 session = ! summ]4 7b7 ,summ] ,,ebt b5efits requirem5ts 7#a7 ,pur*ase options 7,a7 ,b5efits issu$ by ,/ates 7i7 ,,wic p>ticipation ,/ates ,9 ! case ( a ,/ate t p>ticipat$ 9 a demon/ration program "u section #gdi7;g7 ( ! ,agriculture1 ,rural ,developm5t1 ,food & ,drug ,adm9i/ration1 & ,relat$ ,ag5cies ,appropriations ,act1 #bjaj 7,public ,law #aaa-hj2 #abc ,/at4 #bacb7 dur+ cal5d> ye> #bjah us+ a ,,wic model1 summ] ,,ebt b5efits issu$ pursuant to subsection 7a7 by su* a ,/ate may only be us$ by ! eligible h\sehold t receives su* summ] ,,ebt b5efits to pur*ase-- 7,i7 supplem5tal foods f retail]s t h be5 approv$ = p>ticipation 9-- 7aa7 ! special supplem5tal nutrition program = wom51 infants1 & *ildr5 "u section #ag ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aghf72 or 7bb7 ! program "u ?is section2 or 7,,ii7 food 7z def9$ 9 section #c7k7 ( ! ,food & ,nutrition ,act ( #bjjh 7#g ,u4,s4,c4 #bjab7k777 f retail food /ores t h be5 approv$ = p>ticipation 9 ! supplem5tal nutrition assi/ance program e/abli%$ "u su* ,act1 9 accordance ) section #i ( su* ,act 7#g ,u4,s4,c4 #bjah74 7ii7 ,o!r ,/ates ,summ] ,,ebt b5efits issu$ pursuant to subsection 7a7 by a ,/ate n describ$ 9 clause 7i7 may only be us$ by ! eligible h\sehold t receives su* summ] ,,ebt b5efits to pur*ase food 7z def9$ 9 section #c7k7 ( ! ,food & ,nutrition ,act ( #bjjh 7#g ,u4,s4,c4 #bjab7k777 f retail food /ores t h be5 approv$ = p>ticipation 9 ! supplem5tal nutrition assi/ance program e/abli%$ "u su* ,act1 9 accordance ) section #i7;b7 ( su* ,act 7#g ,u4,s4,c4 #bjah7 or retail food /ores t h be5 approv$ = p>ticipation 9 a ,dep>tm5t ( ,agriculture grant fund$ nutrition assi/ance program 9 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ,pu]to ,rico1 or ,am]ican ,samoa4 7,b7 ,b5efits issu$ by cov]$ ,indian ,tribal organizations ,summ] ,,ebt b5efits issu$ pursuant to subsection 7a7 by a cov]$ ,indian ,tribal organization may only be us$ by ! eligible h\sehold t receives su* summ] ,,ebt b5efits to pur*ase supplem5tal foods f retail]s t h be5 approv$ = p>ticipation 9-- 7i7 ! special supplem5tal nutrition program = wom51 infants1 & *ildr5 "u section #ag ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aghf72 or 7ii7 ! program "u ?is section4 7#b7 ,am\nt ,summ] ,,ebt b5efits issu$ pursuant to subsection 7a7-- 7,a7 %all be-- 7i7 = cal5d> ye> #bjbc1 9 an am\nt equal to #fe = ea* *ild 9 ! eligible h\sehold p] mon? dur+ ! summ]2 & 7ii7 = cal5d> ye> #bjbd1 9 an am\nt equal to ! am\nt describ$ 9 clause 7i71 adju/$ to ! ne>e/ l[] doll> increm5t to reflect *anges to ! co/ ( ! ?rifty food plan 7z def9$ 9 section #c7u7 ( ! ,food & ,nutrition ,act ( #bjjh 7#g ,u4,s4,c4 #bjab7u77 = ! #ab-mon? p]iod end+ on ,novemb] #cj ( ! prec$+ cal5d> ye>2 & 7,b7 may be issu$-- 7i7 9 ! =m ( an ,,ebt c>d2 or 7ii7 ?r\gh electronic deliv]y4 7c7 ,enrollm5t 9 program 7#a7 ,/ate requirem5ts ,/ates p>ticipat+ 9 ! program "u ?is section %all-- 7,a7 ) respect to a summ]1 automatically enroll eligible *ildr5 9 ! program "u ?is section )\t fur!r application2 & 7,b7 require local educational ag5cies to all[ eligible h\seholds to opt out ( p>ticipation 9 ! program "u ?is section & e/abli% proc$ures = opt+ out ( su* p>ticipation4 7#b7 ,cov]$ ,indian ,tribal organization requirem5ts ,cov]$ ,indian ,tribal organizations p>ticipat+ 9 ! program "u ?is section %all1 to ! maximum ext5t practicable1 meet ! requirem5ts "u subp>agraphs 7,a7 ?r\gh 7,c7 ( p>agraph 7#a74 7d7 ,implem5tation grants ,on & aft] ,janu>y #a1 #bjbb1 ! ,secret>y %all c>ry out a program to make grants to ,/ates & cov]$ ,indian ,tribal organizations to build capacity = implem5t+ ! program "u ?is section4 7e7 ,alt]nate plans 9 ! case ( cont9u\s s*ool cal5d> ,! ,secret>y %all e/abli% an alt]native me?od = det]m9+ ! s*$ule & numb] ( days dur+ :i* summ] ,,ebt b5efits may be issu$ pursuant to subsection 7a7 9 ! case ( *ildr5 :o are "u a cont9u\s s*ool cal5d>4 7f7 ,fund+ 7#a7 ,program fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ = ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums1 to rema9 available = ! #b-ye> p]iod foll[+ ! date su* am\nts are made available1 z may be necess>y to c>ry out ?is section1 includ+ = adm9i/rative exp5ses incurr$ by ! ,secret>y1 ,/ates1 cov]$ ,indian ,tribal organizations1 & local educational ag5cies4 7#b7 ,implem5tation grant fund+ ,9 addition to am\nts o!rwise available1 includ+ "u p>agraph 7#a71 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out subsection 7d74 7g7 ,sunset ,! au?ority "u ?is section %all t]m9ate on ,septemb] #cj1 #bjbd4 7h7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ ,indian ,tribal organization ,! t]m cov]$ ,indian ,tribal organization means an ,indian ,tribal organization t p>ticipates 9 ! special supplem5tal nutrition program = wom51 infants1 & *ildr5 "u section #ag ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aghf74 7#b7 ,eligible *ild ,! t]m eligible *ild means1 ) respect to a summ]1 a *ild :o 01 dur+ ! s*ool ye> imm$iately prec$+ su* summ]-- 7,a7 c]tifi$ to receive free or r$uc$ price lun* "u ! s*ool lun* program "u ?is ,act2 7,b7 c]tifi$ to receive free or r$uc$ price breakfa/ "u ! s*ool breakfa/ program "u section #d ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aggc72 or 7,c7 enroll$ 9 a s*ool describ$ 9 subp>agraph 7,b71 7,c71 7,d71 7,e71 or 7,f7 ( section #aa7;a77#a74 7#c7 ,eligible h\sehold ,! t]m eligible h\sehold means a h\sehold t includes at lea/ #a eligible *ild4 4 #bdjjc4 ,heal?y food inc5tives demon/ration 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bej1jjj1jjj1 to rema9 available until exp5d$1 to provide-- 7#a7 te*nical assi/ance & evaluation ) respect to ! activities describ$ 9 subp>agraphs 7,a7 ?r\gh 7,d7 ( p>agraph 7#b72 & 7#b7 grants & monet>y inc5tives to c>ry out #a or m ( ! foll[+3 7,a7 ,improv+ ! nutritional quality ( meals & snacks s]v$ "u a *ild nutrition program4 7,b7 ,enhanc+ ! nutrition & wellness environm5t ( in/itutions p>ticipat+ 9 a *ild nutrition program1 includ+ by r$uc+ ! availability ( less heal?y foods dur+ ! s*ool day4 7,c7 ,increas+ ! procurem5t ( fre%1 local1 regional1 & culturally appropriate foods & foods produc$ by und]s]v$ or limit$ res\rce f>m]s1 z def9$ by ! ,secret>y ( ,agriculture1 to be s]v$ z "p ( a *ild nutrition program4 7,d7 ,fund+ a /atewide nutrition education coord9ator-- 7i7 to support individual s*ool food au?ority nutrition education ef=ts2 & 7ii7 to facilitate collaboration ) o!r nutrition education ef=ts 9 ! ,/ate4 7b7 ,/ate def9$ ,9 ?is section1 ! t]m ,/ate has ! mean+ giv5 ! t]m 9 section #ab7;d7 ( ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agfj7;d774 #bdjjd4 ,s*ool kit*5 equipm5t grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,agriculture = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cj1jjj1jjj1 to rema9 available until exp5d$ ?r\gh fiscal ye> #bjcj1 = tra9+ & te*nical assi/ance to support scrat* cook+ & to aw>d grants to ,/ates 7z def9$ 9 section #ab7;d7 ( ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agfj7;d777 to make competitive subgrants to local educational ag5cies & s*ools to pur*ase equipm5t ) a value ( great] ?an #a1jjj t1 ) respect to ! s*ool lun* program e/abli%$ "u ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agea-agfi;j7 & ! s*ool breakfa/ program e/abli%$ "u section #d ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aggc71 is necess>y to s]ve heal?i] meals1 improve food safety1 & increase scrat* cook+4 ,f ,human ,s]vices & ,community ,supports #bejja4 ,assi/ive te*nology ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until exp5d$1 = necess>y exp5ses to c>ry out ! ,assi/ive ,te*nology ,act ( #aiih 7#bi ,u4,s4,c4 #cjjc7;a774 #bejjb4 ,family viol5ce prev5tion & s]vices fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices1 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cj1jjj1jjj1 to rema9 available until exp5d$1 = necess>y adm9i/rative exp5ses to c>ry out subsections 7c7 & 7d7 ( section #bbjd ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b74 #bejjc4 ,pregnancy assi/ance fund ,section #ajbad ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahbjd7 is am5d$ by add+ at ! end ! foll[+ new s5t5ce3 ,9 addition1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #be1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out ?is "p 9 fiscal ye> #bjbb2 7#b7 #be1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out ?is "p 9 fiscal ye> #bjbc2 & 7#c7 #be1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out ?is "p 9 fiscal ye> #bjbd4 4 #bejjd4 ,fund+ = ! ag+ network & infra/ructure 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re are appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,heal? & ,human ,s]vices-- 7#a7 #ge1jjj1jjj = ! ,rese>*1 ,demon/ration1 & ,evaluation ,c5t] = ! ,ag+ ,network = necess>y exp5ses to c>ry out ! activities ( ! ,c5t] "u section #bja7;g7 ( ! ,old] ,am]icans ,act ( #aife 7,,oaa72 7#b7 #fee1jjj1jjj = necess>y exp5ses to c>ry out "p ,b ( title ,,iii ( ! ,,oaa1 includ+ =-- 7,a7 supportive s]vices ( ! type made available = fiscal ye> #bjba & au?oriz$ "u su* "p2 7,b7 inve/+ 9 ! ag+ s]vices network = ! purposes ( improv+ ! availability ( supportive s]vices1 includ+ inve/+ 9 ! ag+ s]vices network work=ce2 7,c7 ! acquisition1 alt]ation1 or r5ovation ( facilities1 includ+ multipurpose s5ior c5t]s & mobile units2 & 7,d7 con/ruction or mod]nization ( facilities to s]ve z multipurpose s5ior c5t]s2 7#c7 #adj1jjj1jjj = necess>y exp5ses to c>ry out "p ,c ( title ,,iii ( ! ,,oaa1 includ+ to support ! mod]nization ( infra/ructure & te*nology1 includ+ kit*5 equipm5t & deliv]y vehicles1 to support ! provision ( congregate nutrition s]vices & home deliv]$ nutrition s]vices "u su* "p2 7#d7 #aej1jjj1jjj = necess>y exp5ses to c>ry out "p ,e ( title ,,iii ( ! ,,oaa1 includ+ section #cgc7;e7 ( su* "p2 7#e7 #ej1jjj1jjj = necess>y exp5ses to c>ry out title ,,vi ( ! ,,oaa1 includ+ "p ,c ( su* title2 7#f7 #ej1jjj1jjj = necess>y exp5ses to c>ry out ! long-t]m c>e ombudsman program "u title ,,vii ( ! ,,oaa2 7#g7 #ei1jjj1jjj = necess>y exp5ses = te*nical assi/ance c5t]s or national res\rce c5t]s support$ "u ! ,,oaa1 includ+ all su* c5t]s t receiv$ fund+ "u title ,,iv ( ! ,,oaa = fiscal ye> #bjba1 9 ord] to support te*nical assi/ance & res\rce developm5t relat$ to culturally appropriate c>e managem5t & s]vices = old] individuals ) ! greate/ social ne$1 includ+ racial & e?nic m9ority individuals2 7#h7 #ae1jjj1jjj = necess>y exp5ses = te*nical assi/ance c5t]s or national res\rce c5t]s support$ "u ! ,,oaa t are focus$ on provid+ s]vices = old] individuals :o are und]s]v$ due to _! sexual ori5tation or g5d] id5tity2 7#i7 #a1jjj1jjj = necess>y exp5ses = ef=ts ( national tra9+ & te*nical assi/ance c5t]s support$ "u ! ,,oaa to-- 7,a7 support exp&+ ! rea* ( ! ag+ s]vices network to m effectively assi/ old] individuals 9 rema9+ socially engag$ & active2 7,b7 provide additional support 9 te*nical assi/ance & tra9+ to ! ag+ s]vices network to address ! social isolation ( old] individuals2 7,c7 promote be/ practices & id5tify innovation 9 ! field2 & 7,d7 cont9ue to support a repository = innovations design$ to increase ! ability ( ! ag+ s]vices network to tailor social engagem5t activities to meet ! ne$s ( old] individuals2 & 7#aj7 #e1jjj1jjj = necess>y exp5ses to c>ry out section #dag ( ! ,,oaa4 ,am\nts appropriat$ by ?is subsection %all rema9 available until exp5d$4 7b7 ,nonapplicability ( c]ta9 requirem5ts ,! non-,f$]al contribution requirem5ts "u sections #cjd7;d77#a77;,d7 & #dca7;a7 ( ! ,old] ,am]icans ,act ( #aife1 & section #cgc7;h77#b7 ( su* ,act1 %all n apply to-- 7#a7 any am\nts made available "u ?is section2 or 7#b7 any am\nts made available "u section #biba ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b74 #bejje4 ,te*nical assi/ance c5t] = support+ direct c>e & c>egiv+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices1 act+ ?r\gh ! ,adm9i/rator = ! ,adm9i/ration = ,community ,liv+1 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = necess>y exp5ses to e/abli%1 directly or ?r\gh grants1 contracts1 or coop]ative agreem5ts1 a national te*nical assi/ance c5t] 7ref]r$ to 9 ?is section z ! ,c5t]7 to-- 7#a7 provide te*nical assi/ance = support+ direct c>e work=ce recruitm5t1 education & tra9+1 ret5tion1 c>e] advancem5t1 & = support+ family c>egiv]s & c>egiv+ activities2 7#b7 develop & dissem9ate a set ( replicable models or evid5ce-bas$ or evid5ce-in=m$ /rategies or be/ practices =-- 7,a7 recruitm5t1 education & tra9+1 ret5tion1 & c>e] advancem5t ( direct support work]s2 7,b7 r$uc+ b>ri]s to access+ direct c>e s]vices2 & 7,c7 increas+ access to alt]natives to direct c>e s]vices1 includ+ assi/ive te*nology1 t r$uce reliance on su* s]vices2 7#c7 provide recomm5dations = education & tra9+ curricula = direct support work]s2 & 7#d7 provide recomm5dations = activities to fur!r support paid & unpaid family c>egiv]s1 includ+ exp&+ respite c>e4 7b7 ,direct support work] def9$ ,! t]m direct support work] has ! mean+ giv5 su* t]m 9 section #bbcja4 #bejjf4 ,fund+ to support unpaid c>egiv]s 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices 7ref]r$ to 9 ?is section z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out ! purpose describ$ 9 subsection 7b74 7b7 ,use ( fund+ ,! ,secret>y1 act+ ?r\gh ! ,assi/ant ,secret>y = ,ag+1 %all use am\nts appropriat$ by subsection 7a7 = necess>y exp5ses to make aw>ds1 pursuant to section #cgc7;i7 ( ! ,old] ,am]icans ,act ( #aife 7#db ,u4,s4,c4 #cjcjs-#a7;i771 to ,/ates1 public ag5cies1 private nonpr(it ag5cies1 in/itutions ( high] education1 & organizations1 includ+ ,tribal organizations1 = initiatives to address ! behavioral heal? ne$s ( family c>egiv]s & old] relative c>egiv]s4 7c7 ,supplem5t n supplant ,am\nts appropriat$ by ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 or local public funds to support unpaid c>egiv]s4 #bejjg4 ,fund+ to support individuals ) intellectual & developm5tal disabilities 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices 7ref]r$ to 9 ?is section z ! ,secret>y71 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out ! purpose describ$ 9 subsection 7b74 7b7 ,use ( fund+ ,! ,secret>y1 act+ ?r\gh ! ,adm9i/rator ( ! ,adm9i/ration = ,community ,liv+1 %all use am\nts appropriat$ by subsection 7a7 = necess>y exp5ses to aw>d grants1 contracts1 or coop]ative agreem5ts to public or private nonpr(it entities pursuant to section #afb ( ! ,developm5tal ,disabilities ,assi/ance & ,bill ( ,rights ,act ( #bjjj 7#db ,u4,s4,c4 #aejhb7 = initiatives to address ! behavioral heal? ne$s ( individuals ) intellectual & developm5tal disabilities4 7c7 ,supplem5t n supplant ,am\nts appropriat$ by ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 or local public funds to support individuals ) intellectual & developm5tal disabilities4 #bejjh4 ,(fice ( ! ,inspector ,g5]al ( ! ,dep>tm5t ( ,heal? & ,human ,s]vices ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 = ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 = sal>ies & exp5ses necess>y = ov]sight1 inve/igations1 & audits ( programs1 grants1 & projects fund$ "u subtitles ,d & ,f ( ?is title4 ,g ,national ,s]vice & ,work=ce ,developm5t 9 ,support ( ,climate ,resili5ce & ,mitigation #bfjja4 ,corporation = national & community s]vice & ! ,national ,s]vice ,tru/ 7a7 ,ameri,corps ,/ate & national 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #c1bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 :i* %all be us$ to make fund+ adju/m5ts to exi/+ 7z ( ! date ( enactm5t ( ?is ,act7 aw>ds & make new aw>ds to entities 7:e!r or n su* entities are already recipi5ts ( a grant or o!r agreem5t on ! date ( enactm5t ( ?is ,act7 to support national s]vice programs describ$ 9 p>agraphs 7#a77;,a71 7#b77;,a71 7#c77;,a71 & 7#e77;,a7 ( subsection 7a71 & subsection 7b77#b71 ( section #abb ( ! ,national & ,community ,s]vice ,act ( #aiij & national s]vice programs c>ry+ out activities describ$ 9 clauses 7i71 7ii71 7iii71 7v71 7vi71 & 7vii7 ( p>agraph 7#d77;,b7 ( subsection 7a7 ( su* section1 to increase liv+ all[ances & improve b5efits ( p>ticipants 9 su* programs4 7#b7 ,requirem5ts ,= ! purposes ( c>ry+ out p>agraph 7#a7-- 7,a7 ! ,corporation %all waive ! requirem5ts describ$ 9 section #aba7;e77#a7 ( ! ,national & ,community ,s]vice ,act ( #aiij1 9 :ole or 9 "p1 if a recipi5t ( a grant or o!r agreem5t = su* a national s]vice program demon/rates-- 7i7 ! recipi5t w s]ve und]s]v$ or l[-income communities1 & a significant p]c5tage ( p>ticipants 9 su* program are l[-income individuals2 & 7ii7 )\t su* waiv]1 ! recipi5t _c meet ! requirem5ts ( ?is section2 7,b7 section #ahi7;a7 ( su* ,act %all be appli$ by sub/itut+ #abe p]c5t ( ! am\nt ( ! m9imum liv+ all[ance ( a full-"t p>ticipant p] full-"t equival5t position = #ah1jjj p] full-"t equival5t position2 & 7,c7 section #adj7;a77#a7 ( su* ,act %all be appli$ by sub/itut+ #bjj p]c5t ( ! pov]ty l9e = ! av]age annual subsi/5ce all[ance provid$ to ,,vi/a volunte]s "u section #aje ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc 7#db ,u4,s4,c4 #diee74 7b7 ,/ate commissions 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #djj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 :i* %all be us$ to make fund+ adju/m5ts to exi/+ 7z ( ! date ( enactm5t ( ?is ,act7 aw>ds & make new aw>ds to ,/ates to e/abli% or op]ate ,/ate ,commissions on ,national & ,community ,s]vice4 7#b7 ,mat* waiv] ,= ! purposes ( c>ry+ out p>agraph 7#a71 ! ,corporation %all waive ! mat*+ requirem5t describ$ 9 section #abf7;a77#b7 ( ! ,national & ,community ,s]vice ,act ( #aiij1 9 :ole or 9 "p1 = a ,/ate ,commission1 if su* ,/ate ,commission demon/rates ne$ = su* waiv]4 7c7 ,national civilian community corps ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #hj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 :i* %all be us$ to increase ! liv+ all[ance & b5efits ( p>ticipants 9 ! ,national ,civilian ,community ,corps au?oriz$ "u section #aeb ( ! ,national & ,community ,s]vice ,act ( #aiij4 7d7 ,ameri,corps vi/a 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #fjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbi1 :i* %all be us$ to increase ! subsi/5ce all[ances & improve b5efits ( p>ticipants 9 ! ,volunte]s 9 ,s]vice to ,am]ica program au?oriz$ "u section #ajb ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc4 7#b7 ,requirem5t ,= purposes ( c>ry+ out p>agraph 7#a7-- 7,a7 section #aje7;b77#b77;,a7 ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc %all be appli$ by sub/itut+ #bjj p]c5t = #ie p]c5t2 & 7,b7 section #aje7;b77#b77;,b7 ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc %all be appli$ by sub/itut+ #baj p]c5t = #aje p]c5t4 7e7 ,national s]vice 9 support ( climate resili5ce & mitigation 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #f1iae1jjj1jjj1 :i* %all be us$ = ! purposes specifi$ 9 p>agraph 7#c74 7#b7 ,availability ( ,funds ,am\nts appropriat$ "u p>agraph 7#a7 %all-- 7,a7 be available until ,septemb] #cj1 #bjbf1 = national s]vice programs describ$ 9 p>agraphs 7#a77;,a71 7#b77;,a71 7#c77;,a71 & 7#e77;,a7 ( subsection 7a71 & subsection 7b77#b71 ( section #abb ( ! ,national & ,community ,s]vice ,act ( #aiij & national s]vice programs c>ry+ out activities describ$ 9 clauses 7i71 7ii71 7iii71 7v71 7vi71 & 7vii7 ( p>agraph 7#d77;,b7 ( subsection 7a7 ( su* section2 & 7,b7 be available until ,septemb] #cj1 #bjbi1 = ,national ,civilian ,community ,corps programs au?oriz$ "u section #aeb ( ! ,national & ,community ,s]vice ,act ( #aiij & ,volunte]s 9 ,s]vice to ,am]ica programs au?oriz$ "u section #ajb ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc4 7#c7 ,use ( ,funds 7,a7 ,9 g5]al ,! ,corporation %all use am\nts appropriat$ "u p>agraph 7#a7 to fund programs describ$ 9 subp>agraph 7,b7 to c>ry out projects or activities describ$ 9 section #abb7;a77#c77;,b7 ( ! ,national & ,community ,s]vice ,act ( #aiij4 7,b7 ,programs ,! programs describ$ 9 subp>agraph 7,a7 %all include-- 7i7 national s]vice programs describ$ 9 p>agraphs 7#a77;,a71 7#b77;,a71 7#c77;,a71 & 7#e77;,a7 ( subsection 7a71 & subsection 7b77#b71 ( section #abb ( ! ,national & ,community ,s]vice ,act ( #aiij & national s]vice programs c>ry+ out activities describ$ 9 clauses 7i71 7ii71 7iii71 7v71 7vi71 & 7vii7 ( p>agraph 7#d77;,b7 ( subsection 7a7 ( su* section2 7ii7 ,national ,civilian ,community ,corps programs au?oriz$ "u section #aeb ( ! ,national & ,community ,s]vice ,act ( #aiij2 & 7iii7 ,volunte]s 9 ,s]vice to ,am]ica programs au?oriz$ "u section #ajb ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc4 7,c7 ,t]ms ,9 fund+ programs describ$ 9 subp>agraph 7,a71 ! ,corporation %all ensure-- 7i7 aw>ds are made to entities t s]ve1 & h repres5tation f1 l[-income communities or communities exp]i5c+ 7or at risk ( exp]i5c+7 adv]se heal? & environm5tal conditions2 7ii7 su* programs utilize culturally compet5t & multil+ual /rategies2 7iii7 projects c>ri$ out ?r\gh su* programs are plann$ ) community input1 & implem5t$ by div]se p>ticipants :o are f communities be+ s]v$ by su* programs2 & 7iv7 su* programs provide p>ticipants ) work=ce developm5t opportunities1 su* z pre-appr5tice%ips t articulate to regi/]$ appr5tice%ip programs1 & pa?ways to po/-s]vice employm5t 9 high-quality jobs1 includ+ regi/]$ appr5tice%ips4 7#d7 ,requirem5ts ,= ! purposes ( c>ry+ out p>agraph 7#a7-- 7,a7 9 implem5t+ national s]vice programs describ$ 9 p>agraph 7#c77;,b77i7 & fund$ by ! appropriations specifi$ 9 p>agraph 7#a7-- 7i7 ! ,corporation %all waive ! requirem5ts describ$ 9 section #aba7;e77#a7 ( ! ,national & ,community ,s]vice ,act ( #aiij1 9 :ole or 9 "p1 if a recipi5t ( a grant or o!r agreem5t = ! national s]vice program involv$ demon/rates-- 7,i7 ! recipi5t w s]ve und]s]v$ or l[-income communities1 & a significant p]c5tage ( p>ticipants 9 su* program are l[-income individuals2 & 7,,ii7 )\t su* waiv]1 ! recipi5t _c meet ! requirem5ts ( ?is section2 7ii7 section #ahi7;a7 ( ! ,national & ,community ,s]vice ,act ( #aiij %all be appli$ by sub/itut+ #abe p]c5t ( ! am\nt ( ! m9imum liv+ all[ance ( a full-"t p>ticipant p] full-"t equival5t position = #ah1jjj p] full-"t equival5t position2 7iii7 section #adj7;a77#a7 ( ! ,national & ,community ,s]vice ,act ( #aiij %all be appli$ by sub/itut+ #bjj p]c5t ( ! pov]ty l9e = ! av]age annual subsi/5ce all[ance provid$ to ,,vi/a volunte]s "u section #aje ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc 7#db ,u4,s4,c4 #diee72 & 7iv7 ! ,corporation %all waive ! mat*+ requirem5t describ$ 9 section #abf7;a77#b7 ( ! ,national & ,community ,s]vice ,act ( #aiij1 9 :ole or 9 "p1 = a ,/ate ,commission1 if su* ,/ate ,commission demon/rates ne$ = su* waiv]2 & 7,b7 9 implem5t+ national s]vice programs describ$ 9 p>agraph 7#c77;,b77iii7 & fund$ by ! appropriations specifi$ 9 p>agraph 7#a7-- 7i7 section #aje7;b77#b77;,a7 ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc %all be appli$ by sub/itut+ #bjj p]c5t = #ie p]c5t2 & 7ii7 section #aje7;b77#b77;,b7 ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc %all be appli$ by sub/itut+ #baj p]c5t = #aje p]c5t4 7f7 ,adm9i/rative co/s 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #a1jaj1djj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 :i* %all be us$ = ,f$]al adm9i/rative exp5ses to c>ry out programs & activities fund$ "u ?is section1 includ+-- 7,a7 corrective actions to address recomm5dations aris+ f audits ( ! f9ancial /atem5ts ( ! ,corporation & ! ,national ,s]vice ,tru/1 &1 9 consultation ) ! ,inspector ,g5]al ( ! ,corporation1 ! developm5t ( fraud prev5tion & detection controls & risk-bas$ anti-fraud monitor+ = grants & o!r f9ancial assi/ance fund$ "u ?is section2 & 7,b7 coord9ation ( ef=ts & activities ) ! ,dep>tm5ts ( ,labor & ,education to support ! national s]vice programs fund$ "u subsections 7a71 7c71 7d71 & 7e7 9 improv+ ! read9ess ( p>ticipants to transition to high-quality jobs or fur!r education4 7#b7 ,fiscal ye> #bjcj program adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjcj1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #gi1hjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 :i* %all be us$1 9 fiscal ye> #bjcj1 = ,f$]al adm9i/rative exp5ses to c>ry out programs & activities fund$ "u ?is section4 7#c7 ,plan ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation1 #cjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 :i* %all be us$ by ! ,*ief ,executive ,(fic] ( ! ,corporation to-- 7,a7 develop1 publi%1 & implem5t1 n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 a project1 op]ations1 & managem5t plan = funds appropriat$ "u ?is section2 & 7,b7 consult ) ! ,secret>y ( ,labor & ! ,inspector ,g5]al ( ! ,corporation 9 develop+ ! plan "u subp>agraph 7,a74 7#d7 ,outrea* ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #di1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = outrea* to & recruitm5t ( memb]s f communities traditionally und]repres5t$ 9 national s]vice programs & memb]s ( a community exp]i5c+ a significant dislocation ( work]s1 includ+ en]gy transition communities4 7g7 ,(fice ( ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #ge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 :i* %all be us$ = ! ,(fice ( ,inspector ,g5]al ( ! ,corporation = sal>ies & exp5ses necess>y = ov]sight & audit ( programs & activities fund$ "u ?is section4 7h7 ,national ,s]vice ,tru/ 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,national ,s]vice ,tru/1 #a1aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 =-- 7,a7 adm9i/ration ( ! ,national ,s]vice ,tru/2 & 7,b7 paym5t to ! ,tru/ = ! provision ( national s]vice educational aw>ds & int]e/ exp5ses-- 7i7 = p>ticipants1 = a t]m ( s]vice support$ by funds made available "u subsection 7e72 & 7ii7 pursuant to section #ade7;a77#a77;,a7 ( ! ,national & ,community ,s]vice ,act ( #aiij4 7#b7 ,supplem5tal educational aw>ds 7,a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,national ,s]vice ,tru/1 #a1ffj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = paym5t to ! ,national ,s]vice ,tru/ = ! purpose ( provid+ a supplem5tal national s]vice educational aw>d to an individual eligible to receive a national s]vice educational aw>d pursuant to section #adf7;a71 & ! individual's transf]ee pursuant to section #adh7;f71 ( ! ,national & ,community ,s]vice ,act ( #aiij1 = a t]m ( s]vice t began aft] ! date ( enactm5t ( ?is ,act 9 a national s]vice program 7includ+ a t]m ( s]vice support$ by funds made available "u subsection 7e774 7,b7 ,aw>d availability ,! supplem5tal educational aw>d ref]r$ to 9 subp>agraph 7,a7 %all be available to an individual or _! transf]ee describ$ 9 subp>agraph 7,a7 9 accordance ) ! p>agraph 7#c74 7,c7 ,calculation ,! am\nt ( ! supplem5tal educational aw>d t %all be available to an individual or _! transf]ee describ$ 9 subp>agraph 7,a7 %all be calculat$ z foll[s3 7i7 ,am\nt = full-"t national s]vice ,= an individual :o completes a requir$ t]m ( full-"t national s]vice1 or ! individual's transf]ee-- 7,i7 9 a case 9 :i* ! aw>d ye> = :i* ! national s]vice position is approv$ by ! ,corporation is aw>d ye> #bjbb-bjbc1 #ej p]c5t ( ! maximum am\nt ( a ,f$]al ,pell ,grant "u section #dja ( ! ,high] ,education ,act ( #aife t a /ud5t eligible = su* ,grant may receive 9 ! aggregate = su* aw>d ye>2 & 7,,ii7 9 a case 9 :i* ! aw>d ye> = :i* ! national s]vice position is approv$ by ! ,corporation is aw>d ye> #bjbc-bjbd or a subsequ5t aw>d ye>1 #ej p]c5t ( ! total maximum ,f$]al ,pell ,grant "u section #dja ( ! ,high] ,education ,act ( #aife t a /ud5t eligible = su* ,grant may receive 9 ! aggregate = su* aw>d ye>4 7ii7 ,am\nt = "p-"t national s]vice ,= an individual :o completes a requir$ t]m ( "p-"t national s]vice1 or ! individual's transf]ee1 #ej p]c5t ( ! am\nt det]m9$ "u clause 7i74 7iii7 ,am\nt = p>tial completion ( national s]vice ,= an individual releas$ f complet+ ! full-"t or "p-"t t]m ( s]vice agre$ to by ! individuals1 or ! individual's transf]ee1 ! portion ( ! am\nt det]m9$ "u clause 7i7 t corresponds to ! portion ( ! t]m ( s]vice complet$ by ! individual4 7#c7 ,p]iod ( availability = national s]vice educational aw>ds 7,a7 ,9 g5]al ,not)/&+ section #adf7;d7 ( ! ,national & ,community ,s]vice ,act ( #aiij1 relat+ to a p]iod ( "t = use ( a national s]vice educational aw>d1 or any ext5sions to su* "t p]iod grant$ "u section #adf7;d77#b7 ( su* ,act1 an individual eligible to receive a national s]vice educational aw>d = a t]m ( s]vice support$ by funds made available "u subsection 7e71 or ! individual's transf]ee1 & an individual eligible to receive a supplem5tal educational aw>d describ$ 9 p>agraph 7#b7 = a t]m ( s]vice1 or ! individual's transf]ee1 %all n use1 aft] ,septemb] #cj1 #bjcj1 ! national s]vice educational aw>d or supplem5tal educational aw>d = ! t]m ( s]vice involv$1 & ! national s]vice educational aw>d & supplem5tal educational aw>d %all be available = ! l5g?s ( "t describ$ 9 subp>agraph 7,b74 7,b7 ,l5g?s ( "t ,! l5g?s ( "t describ$ 9 ?is subp>agraph are z foll[s3 7i7 ,= an individual :o completes ! t]m ( s]vice involv$ by ,septemb] #cj1 #bjbc or ! individual's transf]ee1 until ! end ( ! #g-ye> p]iod beg9n+ on t date4 7ii7 ,= an individual :o completes su* t]m ( s]vice by ,septemb] #cj1 #bjbd or ! individual's transf]ee1 until ! end ( ! #f-ye> p]iod beg9n+ on t date4 7iii7 ,= an individual :o completes su* t]m ( s]vice by ,septemb] #cj1 #bjbe or ! individual's transf]ee1 until ! end ( ! #e-ye> p]iod beg9n+ on t date4 7iv7 ,= an individual :o completes su* t]m ( s]vice by ,septemb] #cj1 #bjbf or ! individual's transf]ee1 until ! end ( ! #d-ye> p]iod beg9n+ on t date4 7v7 ,= an individual :o completes su* t]m ( s]vice by ,septemb] #cj1 #bjbg or ! individual's transf]ee1 until ! end ( ! #c-ye> p]iod beg9n+ on t date4 7vi7 ,= an individual :o completes su* t]m ( s]vice by ,septemb] #cj1 #bjbh or ! individual's transf]ee1 until ! end ( ! #b-ye> p]iod beg9n+ on t date4 7vii7 ,= an individual :o completes su* t]m ( s]vice by ,septemb] #cj1 #bjbi or ! individual's transf]ee1 until ! end ( ! #a-ye> p]iod beg9n+ on t date4 7i7 ,limitation ,! funds made available "u ?is section are subject to ! condition t ! ,corporation %all n-- 7#a7 use su* funds to make any transf] to ! ,national ,s]vice ,tru/ = any use1 or ent] into any agreem5t involv+ su* funds-- 7,a7 t is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 = :i* or "u :i* any paym5t c\ld be outlaid aft] ,septemb] #cj1 #bjca2 & 7#b7 use any o!r funds available to ! ,corporation to liquidate obligations made "u ?is section4 7j7 ,def9ition ,= purposes ( ?is section1 ! t]m regi/]$ appr5tice%ip program means an appr5tice%ip program regi/]$ ) ! ,(fice ( ,appr5tice%ip ( ! ,employm5t & ,tra9+ ,adm9i/ration ( ! ,dep>tm5t ( ,labor1 or a ,/ate appr5tice%ip ag5cy recogniz$ by ! ,(fice ( ,appr5tice%ip1 pursuant to ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc74 #bfjjb4 ,work=ce developm5t 9 support ( climate resili5ce & mitigation 7a7 ,youth,build ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #dej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to support activities align$ ) high-quality employm5t opportunities 9 indu/ry sectors or occupations relat$ to climate resili5ce or mitigation & align$ ) ! activities describ$ 9 subsection 7e77#c7 ( section #bfjja by-- 7#a7 c>ry+ out activities describ$ 9 section #aga7;c77#b7 ( ! ,work=ce ,innovation & ,opportunity ,act2 & 7#b7 improv+ & exp&+ access to s]vices1 /ip5ds1 wages1 & b5efits describ$ 9 subp>agraphs 7,a77vii7 & 7,f7 ( section #aga7;c77#b7 ( su* ,act4 7b7 ,job ,corps 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #dej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to support activities align$ ) high-quality employm5t opportunities 9 indu/ry sectors or occupations relat$ to climate resili5ce or mitigation & align$ ) ! activities describ$ 9 subsection 7e77#c7 ( section #bfjja by-- 7,a7 provid+ funds to op]ators & s]vice provid]s to-- 7i7 c>ry out ! activities & s]vices describ$ 9 sections #adh & #adi ( ! ,work=ce ,innovation & ,opportunity ,act2 & 7ii7 improve & exp& access to all[ances & s]vices describ$ 9 section #aej ( su* ,act2 & 7,b7 not)/&+ section #aeh7;c7 ( su* ,act1 con/ruct+1 rehabilitat+1 & acquir+ ,job ,corps c5t]s to support activities describ$ 9 subp>agraph 7,a74 7#b7 ,eligibility ,= ! purposes ( c>ry+ out p>agraph 7#a71 an entity 9 a ,/ate or outly+ area may be eligible to be select$ z an op]ator or s]vice provid]4 7c7 ,pre-appr5tice%ip1 & ,regi/]$ ,appr5tice%ip ,programs 7#a7 ,pre-appr5tice%ip programs ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities ?r\gh grants1 coop]ative agreem5ts1 contracts1 or o!r arrangem5ts1 to create or exp& pre-appr5tice%ip programs t articulate to regi/]$ appr5tice%ip programs1 are align$ ) high-quality employm5t opportunities 9 indu/ry sectors or occupations relat$ to climate resili5ce or mitigation1 & are align$ ) ! activities describ$ 9 subsection 7e77#c7 ( section #bfjja4 7#b7 ,pre-appr5tice%ip p>tn]%ips ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to support p>tn]%ips betwe5 entities c>ry+ out pre-appr5tice%ip programs t articulate to regi/]$ appr5tice%ip programs & entities fund$ "u subsection 7e7 ( section #bfjja to ensure pa/ & curr5t p>ticipants 9 programs fund$ "u subsection 7e77#a7 ( section #bfjja h access to su* pre-appr5tice%ip programs4 7#c7 ,regi/]$ appr5tice%ip programs ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #dej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities ?r\gh grants1 coop]ative agreem5ts1 contracts1 or o!r arrangem5ts1 to create or exp& regi/]$ appr5tice%ip programs 9 climate-relat$ nontraditional appr5tice%ip occupations4 7#d7 ,p>ticipants ) ,b>ri]s to ,employm5t & nontraditional appr5tice%ip populations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #cej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = entities to c>ry out pre-appr5tice%ip programs describ$ 9 p>agraph 7#a71 & regi/]$ appr5tice%ip program describ$ 9 p>agraph 7#c71 s]v+ a high numb] or high p]c5tage ( individuals ) b>ri]s to employm5t1 includ+ individuals ) disabilities1 or nontraditional appr5tice%ip populations4 7d7 ,re5try employm5t opportunities program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,re5try ,employm5t ,opportunities program1 :i* am\nt %all be us$ to support activities align$ ) high-quality employm5t opportunities 9 indu/ry sectors or occupations relat$ to climate resili5ce or mitigation & align$ ) ! activities describ$ 9 subsection 7e77#c7 ( section #bfjja4 7e7 ,paid y\? employm5t opportunities ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,labor1 #cej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities ?r\gh grants1 contracts1 or coop]ative agreem5ts1 = ! purposes ( provid+ 9-s*ool y\? & out-(-s*ool y\? ) paid "w exp]i5ces au?oriz$ "u section #abi7;c77#b77;,c7 ( ! ,work=ce ,innovation & ,opportunity ,act1 not)/&+ section #aid7aj7 ( su* ,act1 t are-- 7#a7 c>ri$ out by public ag5cies or private nonpr(it entities1 includ+ community-bas$ organizations2 7#b7 provid$ 9 conjunction ) supportive s]vices & o!r elem5ts describ$ 9 section #abi7;c77#b7 ( su* ,act2 7#c7 align$ ) ! activities describ$ 9 subsection 7e77#c7 ( section #bfjja2 & 7#d7 design$ to prep>e p>ticipants =-- 7,a7 high-quality1 unsubsidiz$ employm5t opportunities 9 indu/ry sectors or occupations relat$ to climate resili5ce or mitigation2 7,b7 enrollm5t 9 an in/itution ( high] education 7z def9$ 9 section #aja or #ajb7;c7 ( ! ,high] ,education ,act ( #aife72 & 7,c7 regi/]$ appr5tice%ip programs4 7f7 ,dep>tm5t ( ,labor ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until exp5d$1 = sal>ies & exp5ses necess>y = ov]sight1 inve/igations1 & audits ( programs1 grants1 & projects ( ! ,dep>tm5t ( ,labor fund$ "u ?is section4 7g7 ,adm9i/ration 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fi1hjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = program adm9i/ration )9 ! ,dep>tm5t ( ,labor = sal>ies & exp5ses necess>y to implem5t ?is section4 7#b7 ,plan ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,labor1 #bjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 :i* %all be us$ by ! ,secret>y to-- 7,a7 develop1 publi%1 & implem5t1 n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 a project1 op]ations1 & managem5t plan = funds appropriat$ "u ?is section2 & 7,b7 consult ) ! ,*ief ,executive ,(fic] ( ! ,corporation = ,national & ,community ,s]vice 9 develop+ ! plan "u subp>agraph 7,a74 7h7 ,def9ition ,= purposes ( ?is section3 7#a7 ,climate-relat$ nontraditional appr5tice%ip occupation ,! t]m climate-relat$ nontraditional appr5tice%ip occupation means an appr5ticeable occupation-- 7,a7 t aligns ) ! activities describ$ 9 subsection 7e77#c7 ( section #bfjja2 7,b7 9 an indu/ry sector t tra9s less ?an #aj p]c5t ( all civilian regi/]$ appr5tices z ( ! date ( ! enactm5t ( ?is ,act2 & 7,c7 t is relat$ to climate resili5ce or mitigation4 7#b7 ,regi/]$ appr5tice%ip program ,! t]m regi/]$ appr5tice%ip program means an appr5tice%ip program regi/]$ ) ! ,(fice ( ,appr5tice%ip ( ! ,employm5t & ,tra9+ ,adm9i/ration ( ! ,dep>tm5t ( ,labor1 or a ,/ate appr5tice%ip ag5cy recogniz$ by ! ,(fice ( ,appr5tice%ip1 pursuant to ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc74 7#c7 ,wioa def9itions ,! t]ms community-bas$ organization1 individual ) a b>ri] to employm5t1 9-s*ool y\?1 outly+ area1 & out-(-s*ool y\? h ! mean+s giv5 su* t]ms 9 p>agraphs 7#aj71 7#bd71 7#bg71 7#de71 & 7#df71 respectively1 ( section #c ( ! ,work=ce ,innovation & ,opportunity ,act4 ,h ,prescription ,drug ,cov]age ,provisions #bgjja4 ,requirem5ts ) respect to co/-%>+ = c]ta9 insul9 products 7a7 ,9 g5]al ,subp>t ,b ( "p #g ( subtitle ,b ( title ,i ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd 7#bi ,u4,s4,c4 #aahe et seq47 is am5d$ by add+ at ! end ! foll[+3 #gbf4 ,requirem5ts ) respect to co/-%>+ = c]ta9 insul9 products 7a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 a gr\p heal? plan or heal? insurance issu] (f]+ gr\p heal? insurance cov]age %all provide cov]age ( select$ insul9 products1 & ) respect to su* products1 %all n-- 7#a7 apply any d$uctible2 or 7#b7 impose any co/-%>+ 9 excess ( ! less] (1 p] #cj-;day supply-- 7,a7 #ce2 or 7,b7 ! am\nt equal to #be p]c5t ( ! negotiat$ price ( ! select$ insul9 product net ( all price concessions receiv$ by or on behalf ( ! plan or cov]age1 includ+ price concessions receiv$ by or on behalf ( ?ird-p>ty entities provid+ s]vices to ! plan or cov]age1 su* z ph>macy b5efit managem5t s]vices4 7b7 ,def9itions ,9 ?is section3 7#a7 ,select$ insul9 products ,! t]m select$ insul9 products means at lea/ "o ( ea* dosage =m 7su* z vial1 pump1 or inhal] dosage =ms7 ( ea* diff]5t type 7su* z rapid-act+1 %ort-act+1 int]m$iate-act+1 long-act+1 ultra long-act+1 & premix$7 ( insul9 7z def9$ bel[71 :5 available1 z select$ by ! gr\p heal? plan or heal? insurance issu]4 7#b7 ,insul9 def9$ ,! t]m insul9 means insul9 t is lic5s$ "u subsection 7a7 or 7k7 ( section #cea ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bfb7 & cont9ues to be m>ket$ "u su* section1 includ+ any insul9 product t has be5 deem$ to be lic5s$ "u section #cea7;a7 ( su* ,act pursuant to section #gjjb7;e77#d7 ( ! ,biologics ,price ,competition & ,innovation ,act ( #bjji 7,public ,law #aaa-adh7 & cont9ues to be m>ket$ pursuant to su* lic5sure4 7c7 ,out-(-network provid]s ,no?+ 9 ?is section requires a plan or issu] t has a network ( provid]s to provide b5efits = select$ insul9 products describ$ 9 ?is section t are deliv]$ by an out-(-network provid]1 or precludes a plan or issu] t has a network ( provid]s f impos+ high] co/-%>+ ?an ! levels specifi$ 9 subsection 7a7 = select$ insul9 products describ$ 9 ?is section t are deliv]$ by an out-(-network provid]4 7d7 ,rule ( con/ruction ,subsection 7a7 %all n be con/ru$ to require cov]age (1 or prev5t a gr\p heal? plan or heal? insurance cov]age f impos+ co/-%>+ o!r ?an ! levels specifi$ 9 subsection 7a7 on1 insul9 products t are n select$ insul9 products1 to ! ext5t t su* cov]age is n o!rwise requir$ & su* co/-%>+ is o!rwise p]mitt$ "u ,f$]al & applicable ,/ate law4 7e7 ,application ( co/-%>+ t[>ds d$uctibles & out-(-pocket maximums ,any co/-%>+ paym5ts made pursuant to subsection 7a77#b7 %all be c\nt$ t[>d any d$uctible or out-(-pocket maximum t applies "u ! plan or cov]age4 4 7b7 ,cl]ical am5dm5t ,! table ( cont5ts 9 section #a ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd 7#bi ,u4,s4,c4 #ajja et seq47 is am5d$ by ins]t+ aft] ! item relat+ to section #gbe ! foll[+3 ,sec4 #gbf4 ,requirem5ts ) respect to co/-%>+ = c]ta9 insul9 products4 4 #bgjjb4 ,ov]sight ( ph>macy b5efit manag] s]vices 7a7 ,9 g5]al ,subtitle ,b ( title ,i ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd 7#bi ,u4,s4,c4 #ajba et seq47 is am5d$-- 7#a7 9 subp>t ,b ( "p #g 7#bi ,u4,s4,c4 #aahe et seq471 by add+ at ! end ! foll[+3 #gbg4 ,ov]sight ( ph>macy b5efit manag] s]vices 7a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 a gr\p heal? plan 7or heal? insurance issu] (f]+ gr\p heal? insurance cov]age 9 connection ) su* a plan7 or an entity or subsidi>y provid+ ph>macy b5efits managem5t s]vices on behalf ( su* a plan or issu] %all n ent] into a contract ) a drug manufactur]1 di/ributor1 :olesal]1 subcontractor1 rebate aggregator1 or any associat$ ?ird p>ty t limits ! disclosure ( in=mation to plan sponsors 9 su* a mann] t prev5ts ! plan or issu]1 or an entity or subsidi>y provid+ ph>macy b5efits managem5t s]vices on behalf ( a plan or issu]1 f mak+ ! reports describ$ 9 subsection 7b74 7b7 ,reports 7#a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 n less frequ5tly ?an once e #f mon?s1 a heal? insurance issu] (f]+ gr\p heal? insurance cov]age or an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan or an issu] provid+ gr\p heal? insurance cov]age %all submit to ! plan sponsor 7z def9$ 9 section #c7af77;,b77 ( su* gr\p heal? plan or gr\p heal? insurance cov]age a report 9 accordance ) ?is subsection & make su* report available to ! plan sponsor 9 a ma*9e-readable =mat4 ,ea* su* report %all include1 ) respect to ! applicable gr\p heal? plan or heal? insurance cov]age-- 7,a7 z applicable1 in=mation collect$ f drug manufactur]s by su* issu] or entity on ! total am\nt ( copaym5t assi/ance doll>s paid1 or copaym5t c>ds appli$1 t 7 fund$ by ! drug manufactur] ) respect to ! p>ticipants & b5efici>ies 9 su* plan or cov]age2 7,b7 a li/ ( ea* drug cov]$ by su* plan1 issu]1 or entity provid+ ph>macy b5efit managem5t s]vices t 0 disp5s$ dur+ ! report+ p]iod1 includ+1 ) respect to ea* su* drug dur+ ! report+ p]iod-- 7i7 ! br& "n1 *emical entity1 & ,national ,drug ,code2 7ii7 ! numb] ( p>ticipants & b5efici>ies = :om ! drug 0 fill$ dur+ ! plan ye>1 ! total numb] ( prescription fills = ! drug 7includ+ orig9al prescriptions & refills71 & ! total numb] ( dosage units ( ! drug disp5s$ across ! plan ye>1 includ+ :e!r ! disp5s+ *annel 0 by retail1 mail ord]1 or specialty ph>macy2 7iii7 ! :olesale acquisition co/1 li/$ z co/ p] days supply & co/ p] pill1 or 9 ! case ( a drug 9 ano!r =m1 p] dose2 7iv7 ! total out-(-pocket sp5d+ by p>ticipants & b5efici>ies on su* drug1 includ+ p>ticipant & b5efici>y sp5d+ ?r\gh copaym5ts1 co9surance1 & d$uctibles2 & 7v7 = any drug = :i* gross sp5d+ ( ! gr\p heal? plan or heal? insurance cov]age exce$$ #aj1jjj dur+ ! report+ p]iod-- 7,i7 a li/ ( all o!r drugs 9 ! same !rapeutic category or class1 includ+ br& "n drugs & biological products & g5]ic drugs or biosimil> biological products t are 9 ! same !rapeutic category or class z su* drug2 & 7,,ii7 ! rationale = pref]r$ =mul>y placem5t ( su* drug 9 t !rapeutic category or class2 7,c7 a li/ ( ea* !rapeutic category or class ( drugs t 7 disp5s$ "u ! heal? plan or heal? insurance cov]age dur+ ! report+ p]iod1 &1 ) respect to ea* su* !rapeutic category or class ( drugs1 dur+ ! report+ p]iod-- 7i7 total gross sp5d+ by ! plan1 be=e manufactur] rebates1 fees1 or o!r manufactur] remun]ation2 7ii7 ! numb] ( p>ticipants & b5efici>ies :o fill$ a prescription = a drug 9 t category or class2 7iii7 if applicable to t category or class1 a description ( ! =mul>y ti]s & utilization me*anisms 7su* z prior au?orization or /ep !rapy7 employ$ = drugs 9 t category or class2 7iv7 ! total out-(-pocket sp5d+ by p>ticipants & b5efici>ies1 includ+ p>ticipant & b5efici>y sp5d+ ?r\gh copaym5ts1 co9surance1 & d$uctibles2 & 7v7 = ea* !rapeutic category or class "u :i* #c or m drugs are includ$ on ! =mul>y ( su* plan or cov]age-- 7,i7 ! am\nt receiv$1 or expect$ to be receiv$1 f drug manufactur]s 9 rebates1 fees1 alt]native disc\nts1 or o!r remun]ation-- 7aa7 to be paid by drug manufactur]s = claims incurr$ dur+ ! report+ p]iod2 or 7bb7 t is relat$ to utilization ( drugs1 9 su* !rapeutic category or class2 7,,ii7 ! total net sp5d+1 aft] d$uct+ rebates1 price concessions1 alt]native disc\nts or o!r remun]ation f drug manufactur]s1 by ! heal? plan or heal? insurance cov]age on t category or class ( drugs2 & 7,,iii7 ! net price p] c\rse ( treatm5t or s+le fill1 su* z a #cj-;day supply or #ij-;day supply1 incurr$ by ! heal? plan or heal? insurance cov]age & its p>ticipants & b5efici>ies1 aft] manufactur] rebates1 fees1 & o!r remun]ation = drugs disp5s$ )9 su* !rapeutic category or class dur+ ! report+ p]iod2 7,d7 total gross sp5d+ on prescription drugs by ! plan or cov]age dur+ ! report+ p]iod1 be=e rebates & o!r manufactur] fees or remun]ation2 7,e7 total am\nt receiv$1 or expect$ to be receiv$1 by ! heal? plan or heal? insurance cov]age 9 drug manufactur] rebates1 fees1 alt]native disc\nts1 & all o!r remun]ation receiv$ f ! manufactur] or any ?ird p>ty1 o!r ?an ! plan sponsor1 relat$ to utilization ( drug or drug sp5d+ "u t heal? plan or heal? insurance cov]age dur+ ! report+ p]iod2 7,f7 ! total net sp5d+ on prescription drugs by ! heal? plan or heal? insurance cov]age dur+ ! report+ p]iod2 & 7,g7 am\nts paid directly or indirectly 9 rebates1 fees1 or any o!r type ( remun]ation to brok]s1 consultants1 advisors1 or any o!r individual or firm :o ref]r$ ! gr\p heal? plan's or heal? insurance issu]'s bus9ess to ! ph>macy b5efit manag]4 7#b7 ,privacy requirem5ts ,heal? insurance issu]s (f]+ gr\p heal? insurance cov]age & entities provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan %all provide in=mation "u p>agraph 7#a7 9 a mann] consi/5t ) ! privacy1 security1 & brea* notification regulations promulgat$ "u section #bfd7;c7 ( ! ,heal? ,insurance ,portability & ,acc\ntability ,act ( #aiif1 & %all re/rict ! use & disclosure ( su* in=mation accord+ to su* privacy regulations4 7#c7 ,disclosure & r$isclosure 7,a7 ,limitation to bus9ess associates ,a gr\p heal? plan receiv+ a report "u p>agraph 7#a7 may disclose su* in=mation only to bus9ess associates ( su* plan z def9$ 9 section #afj4ajc ( title #de1 ,code ( ,f$]al ,regulations 7or successor regulations74 7,b7 ,cl>ification reg>d+ public disclosure ( in=mation ,no?+ 9 ?is section prev5ts a heal? insurance issu] (f]+ gr\p heal? insurance cov]age or an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan f plac+ reasonable re/rictions on ! public disclosure ( ! in=mation conta9$ 9 a report describ$ 9 p>agraph 7#a71 except t su* issu] or entity may n re/rict disclosure ( su* report to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 ! ,dep>tm5t ( ,labor1 or ! ,dep>tm5t ( ! ,treasury4 7,c7 ,limit$ =m ( report ,! ,secret>y %all def9e ?r\gh rulemak+ a limit$ =m ( ! report "u p>agraph 7#a7 requir$ ( plan sponsors :o are drug manufactur]s1 drug :olesal]s1 or o!r direct p>ticipants 9 ! drug supply *a91 9 ord] to prev5t anti-competitive behavior4 7#d7 ,report to ,,gao ,a heal? insurance issu] (f]+ gr\p heal? insurance cov]age or an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan %all submit to ! ,comptroll] ,g5]al ( ! ,unit$ ,/ates ea* ( ! fir/ #d reports submitt$ to a plan sponsor "u p>agraph 7#a7 ) respect to su* cov]age or plan1 & o!r su* reports z reque/$1 9 accordance ) ! privacy requirem5ts "u p>agraph 7#b7 & ! disclosure & r$isclosure /&>ds "u p>agraph 7#c71 & su* o!r in=mation t ! ,comptroll] ,g5]al det]m9es necess>y to c>ry out ! /udy "u section #cjfjf7;b7 ( ! ,act entitl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 7c7 ,en=cem5t 7#a7 ,9 g5]al ,! ,secret>y1 9 consultation ) ! ,secret>y ( ,heal? & ,human ,s]vices & ! ,secret>y ( ! ,treasury1 %all en=ce ?is section4 7#b7 ,failure to provide timely in=mation ,a heal? insurance issu] or an entity provid+ ph>macy b5efit managem5t s]vices t violates subsection 7a7 or fails to provide in=mation requir$ "u subsection 7b71 or a drug manufactur] t fails to provide in=mation "u subsection 7b77#a77;,a7 9 a timely mann]1 %all be subject to a civil monet>y p5alty 9 ! am\nt ( #aj1jjj = ea* day dur+ :i* su* violation cont9ues or su* in=mation is n disclos$ or report$4 7#c7 ,false in=mation ,a heal? insurance issu]1 entity provid+ ph>macy b5efit managem5t s]vices1 or drug manufactur] t kn[+ly provides false in=mation "u ?is section %all be subject to a civil money p5alty 9 an am\nt n to exce$ #ajj1jjj = ea* item ( false in=mation4 ,su* civil money p5alty %all be 9 addition to o!r p5alties z may be prescrib$ by law4 7#d7 ,proc$ure ,! provisions ( section #aabh;,a ( ! ,social ,security ,act1 o!r ?an subsection 7a7 & 7b7 & ! fir/ s5t5ce ( subsection 7c77#a7 ( su* section %all apply to civil monet>y p5alties "u ?is subsection 9 ! same mann] z su* provisions apply to a p5alty or proce$+ "u section #aabh;,a ( ! ,social ,security ,act4 7#e7 ,waiv]s ,! ,secret>y may waive p5alties "u p>agraph 7#b71 or ext5d ! p]iod ( "t = compliance ) a requirem5t ( ?is section1 = an entity 9 violation ( ?is section t has made a good-fai? ef=t to comply ) ?is section4 7d7 ,rule ( con/ruction ,no?+ 9 ?is section %all be con/ru$ to p]mit a heal? insurance issu]1 gr\p heal? plan1 or o!r entity to re/rict disclosure to1 or o!rwise limit ! access (1 ! ,dep>tm5t ( ,labor to a report describ$ 9 subsection 7b77#a7 or in=mation relat$ to compliance ) subsection 7a7 by su* issu]1 plan1 or entity4 7e7 ,def9ition ,9 ?is section1 ! t]m :olesale acquisition co/ has ! mean+ giv5 su* t]m 9 section #ahdg;,a7c77#f77;,b7 ( ! ,social ,security ,act4 2 & 7#b7 9 section #ejb7;b77#c7 7#bi ,u4,s4,c4 #aacb7;b77#c771 by ins]t+ 7o!r ?an section #gbg7 aft] "p #g4 7b7 ,cl]ical am5dm5t ,! table ( cont5ts 9 section #a ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd 7#bi ,u4,s4,c4 #ajja et seq47 is am5d$ by ins]t+ aft] ! item relat+ to section #gbf ! foll[+ new item3 ,sec4 #gbg4 ,ov]sight ( ph>macy b5efit manag] s]vices4 4 ,,iii ,committee on ,en]gy & ,comm]ce ,a ,air ,pollution #cjaja4 ,clean heavy-duty vehicles ,! ,clean ,air ,act is am5d$ by ins]t+ aft] section #aca ( su* ,act 7#db ,u4,s4,c4 #gdca7 ! foll[+3 #acb4 ,clean heavy-duty vehicles 7a7 ,appropriations 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ?is section4 7#b7 ,nonatta9m5t areas ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to make aw>ds "u ?is section to eligible recipi5ts & to eligible contractors t propose to replace eligible vehicles to s]ve #a or m communities locat$ 9 an air quality area designat$ pursuant to section #ajg z nonatta9m5t = any air pollutant4 7#c7 ,res]vation ,( ! funds appropriat$ by p>agraph 7#a71 ! ,adm9i/rator %all res]ve #c p]c5t = adm9i/rative co/s necess>y to c>ry out ?is section4 7b7 ,program ,beg9n+ n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is section1 ! ,adm9i/rator %all implem5t a program to make aw>ds ( grants & rebates to eligible recipi5ts1 & to make aw>ds ( contracts to eligible contractors = provid+ rebates1 = up to #ajj p]c5t ( co/s =-- 7#a7 replac+ eligible vehicles ) z]o-emission vehicles2 7#b7 pur*as+1 in/all+1 op]at+1 & ma9ta9+ infra/ructure ne$$ to *>ge1 fuel1 or ma9ta9 z]o-emission vehicles2 7#c7 work=ce developm5t & tra9+ to support ! ma9t5ance1 *>g+1 fuel+1 & op]ation ( z]o-emission vehicles2 & 7#d7 plann+ & te*nical activities to support ! adoption & deploym5t ( z]o-emission vehicles4 7c7 ,applications ,to seek an aw>d "u ?is section1 an eligible recipi5t or eligible contractor %all submit to ! ,adm9i/rator an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,adm9i/rator %all prescribe4 7d7 ,def9itions ,= purposes ( ?is section3 7#a7 ,eligible contractor ,! t]m eligible contractor means a contractor t has ! capacity-- 7,a7 to sell z]o-emission vehicles1 or *>g+ or o!r equipm5t ne$$ to *>ge1 fuel1 or ma9ta9 z]o-emission vehicles1 to individuals or entities t own an eligible vehicle2 or 7,b7 to arrange f9anc+ = su* a sale4 7#b7 ,eligible recipi5t ,! t]m eligible recipi5t means-- 7,a7 a ,/ate2 7,b7 a municipality2 7,c7 an ,indian tribe2 or 7,d7 a nonpr(it s*ool transportation association4 7#c7 ,eligible vehicle ,! t]m eligible vehicle means a ,class #f or ,class #g heavy-duty vehicle z def9$ 9 section #ajcg4hja ( title #dj1 ,code ( ,f$]al ,regulations 7z 9 effect on ! date ( enactm5t ( ?is section74 7#d7 ,z]o-emission vehicle ,! t]m z]o-emission vehicle means a vehicle t has a drivetra9 t produces1 "u any possible op]ational mode or condition1 z]o exhau/ emissions (-- 7,a7 any air pollutant t is li/$ pursuant to section #ajh7;a7 7or any precursor to su* an air pollutant72 & 7,b7 any gre5h\se gas4 4 #cjajb4 ,grants to r$uce air pollution at ports ,! ,clean ,air ,act is am5d$ by ins]t+ aft] section #acb ( su* ,act1 z add$ by section #cjaja ( ?is ,act1 ! foll[+3 #acc4 ,grants to r$uce air pollution at ports 7a7 ,appropriations 7#a7 ,g5]al assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1fbe1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to aw>d rebates & grants to eligible recipi5ts on a competitive basis-- 7,a7 to pur*ase or in/all z]o-emission port equipm5t or te*nology = use at1 or to directly s]ve1 "o or m ports2 7,b7 to conduct any relevant plann+ or p]mitt+ 9 connection ) ! pur*ase or in/allation ( su* z]o-emission port equipm5t or te*nology2 & 7,c7 to develop qualifi$ climate action plans4 7#b7 ,nonatta9m5t areas ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #hge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to aw>d rebates & grants to eligible recipi5ts to c>ry out activities describ$ 9 p>agraph 7#a7 ) respect to ports locat$ 9 air quality areas designat$ pursuant to section #ajg z nonatta9m5t = an air pollutant4 7b7 ,limitation ,funds aw>d$ "u ?is section %all n be us$ by any recipi5t or subrecipi5t to pur*ase or in/all z]o-emission port equipm5t or te*nology t w n be locat$ at1 or directly s]ve1 ! "o or m ports involv$4 7c7 ,adm9i/ration ( funds ,( ! funds made available by ?is section1 ! ,adm9i/rator %all res]ve #b p]c5t = adm9i/rative co/s necess>y to c>ry out ?is section4 7d7 ,def9itions ,9 ?is section3 7#a7 ,eligible recipi5t ,! t]m eligible recipi5t means-- 7,a7 a port au?ority2 7,b7 a ,/ate1 regional1 local1 or ,tribal ag5cy t has jurisdiction ov] a port au?ority or a port2 7,c7 an air pollution control ag5cy2 or 7,d7 a private entity 7includ+ a nonpr(it organization7 t-- 7i7 applies = a grant "u ?is section 9 p>tn]%ip ) an entity describ$ 9 any ( subp>agraphs 7,a7 ?r\gh 7,c72 & 7ii7 owns1 op]ates1 or uses ! facilities1 c>go-h&l+ equipm5t1 transportation equipm5t1 or relat$ te*nology ( a port4 7#b7 ,qualifi$ climate action plan ,! t]m qualifi$ climate action plan means a detail$ & /rategic plan t-- 7,a7 e/abli%es goals1 implem5tation /rategies1 & acc\nt+ & inv5tory practices 7includ+ practices us$ to measure progress t[>d /at$ goals7 to r$uce emissions at "o or m ports (-- 7i7 gre5h\se gases2 7ii7 an air pollutant t is li/$ pursuant to section #ajh7;a7 7or any precursor to su* an air pollutant72 & 7iii7 haz>d\s air pollutants2 7,b7 includes a /rategy to collaborate )1 communicate )1 & address pot5tial effects on /akehold]s t may be affect$ by implem5tation ( ! plan1 includ+ l[-income & disadvantag$ ne>-port communities2 & 7,c7 describes h[ an eligible recipi5t has implem5t$ or w implem5t measures to increase ! resili5ce ( ! "o or m ports involv$1 includ+ measures relat$ to )/&+ & recov]+ f extreme wea!r ev5ts4 7#c7 ,z]o-emission port equipm5t or te*nology ,! t]m z]o-emission port equipm5t or te*nology means human-op]at$ equipm5t or human-ma9ta9$ te*nology t-- 7,a7 produces z]o emissions ( any air pollutant t is li/$ pursuant to section #ajh7;a7 7or any precursor to su* an air pollutant7 & any gre5h\se gas o!r ?an wat] vapor2 or 7,b7 captures #ajj p]c5t ( ! emissions describ$ 9 subp>agraph 7,a7 t are produc$ by an ocean-go+ vessel at b]?4 4 #cjajc4 ,gre5h\se gas r$uction fund ,! ,clean ,air ,act is am5d$ by ins]t+ aft] section #acc ( su* ,act1 z add$ by section #cjajb ( ?is ,act1 ! foll[+3 #acd4 ,gre5h\se gas r$uction fund 7a7 ,appropriations 7#a7 ,z]o-emission te*nologies ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #g1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 to make grants1 on a competitive basis & beg9n+ n lat] ?an #ahj cal5d> days aft] ! date ( enactm5t ( ?is section1 to ,/ates1 municipalities1 ,tribal gov]nm5ts1 & eligible recipi5ts = ! purposes ( provid+ grants1 loans1 or o!r =ms ( f9ancial assi/ance1 z well z te*nical assi/ance1 to enable l[-income & disadvantag$ communities to deploy or b5efit f z]o-emission te*nologies1 includ+ di/ribut$ te*nologies on resid5tial ro(tops1 & to c>ry out o!r gre5h\se gas emission r$uction activities1 z det]m9$ appropriate by ! ,adm9i/rator 9 accordance ) ?is section4 7#b7 ,z]o-emission vehicle supply equipm5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 to make grants1 on a competitive basis & beg9n+ n lat] ?an #ahj cal5d> days aft] ! date ( enactm5t ( ?is section1 to ,/ates1 municipalities1 ,tribal gov]nm5ts1 & eligible recipi5ts to support ! pur*ase1 in/allation1 or op]ation ( publicly available equipm5t to *>ge or fuel light-duty z]o-emission vehicles1 includ+ 9 l[-income & disadvantag$ communities1 ?r\gh grants1 rebates1 or o!r =ms ( f9ancial assi/ance1 & to c>ry out relat$ gre5h\se gas emission r$uction activities1 z det]m9$ appropriate by ! ,adm9i/rator 9 accordance ) ?is section4 7#c7 ,g5]al assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aa1igj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 to make grants1 on a competitive basis & beg9n+ n lat] ?an #ahj cal5d> days aft] ! date ( enactm5t ( ?is section1 to eligible recipi5ts = ! purposes ( provid+ f9ancial assi/ance & te*nical assi/ance 9 accordance ) subsection 7b74 7#d7 ,l[-income & disadvantag$ communities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #h1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 to make grants1 on a competitive basis & beg9n+ n lat] ?an #ahj cal5d> days aft] ! date ( enactm5t ( ?is section1 to eligible recipi5ts = ! purposes ( provid+ f9ancial assi/ance & te*nical assi/ance 9 l[-income & disadvantag$ communities 9 accordance ) subsection 7b74 7#e7 ,adm9i/rative co/s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! adm9i/rative co/s necess>y to c>ry out activities "u ?is section4 7b7 ,use ( funds ,an eligible recipi5t t receives a grant pursuant to subsection 7a7 %all use ! grant 9 accordance ) ! foll[+3 7#a7 ,direct inve/m5t ,! eligible recipi5t %all-- 7,a7 use a broad range ( f9ance & inve/m5t tools to provide f9ancial assi/ance to qualifi$ projects at ! national1 regional1 ,/ate1 & local levels1 includ+1 z applicable1 ?r\gh bo? concession>y & m>ket rate f9anc+2 7,b7 prioritize inve/m5t 9 qualifi$ projects t w\ld o!rwise lack access to f9anc+2 7,c7 reta91 manage1 recycle1 & monetize all repaym5ts & o!r rev5ue receiv$ f fees1 int]e/1 repaid loans1 & all o!r types ( f9ancial assi/ance provid$ us+ grant funds "u ?is section to ensure cont9u$ op]ability2 & 7,d7 meet any requirem5ts set =? by ! ,adm9i/rator to ensure acc\ntability & prop] managem5t ( funds appropriat$ by ?is section4 7#b7 ,indirect inve/m5t ,! eligible recipi5t %all provide fund+ & te*nical assi/ance to e/abli% new or support exi/+ public1 quasi-public1 or nonpr(it entities t provide f9ancial assi/ance to qualifi$ projects at ! ,/ate1 local1 t]ritorial1 or ,tribal level or 9 ! ,di/rict ( ,columbia1 includ+ community- & l[-income-focus$ l5d]s & capital provid]s4 7c7 ,def9itions ,9 ?is section3 7#a7 ,eligible recipi5t ,! t]m eligible recipi5t means a nonpr(it organization t-- 7,a7 is design$ to provide capital1 includ+ by lev]ag+ private capital1 & o!r =ms ( f9ancial assi/ance = ! rapid deploym5t ( l[- & z]o-emission products1 te*nologies1 & s]vices2 7,b7 does n take deposits o!r ?an deposits f repaym5ts & o!r rev5ue receiv$ f f9ancial assi/ance provid$ us+ grant funds "u ?is section2 7,c7 is fund$ by public or *>itable contributions2 & 7,d7 inve/s 9 or f9ances projects alone or 9 conjunction ) o!r inve/ors4 7#b7 ,qualifi$ project ,! t]m qualifi$ project includes any project1 activity1 or te*nology t-- 7,a7 r$uces or avoids gre5h\se gas emissions & o!r =ms ( air pollution 9 p>tn]%ip )1 & by lev]ag+ inve/m5t f1 ! private sector2 or 7,b7 assi/s communities 9 ! ef=ts ( ^? communities to r$uce or avoid gre5h\se gas emissions & o!r =ms ( air pollution4 7#c7 ,publicly available equipm5t ,! t]m publicly available equipm5t means equipm5t t-- 7,a7 is locat$ at a multi-unit h\s+ /ructure2 7,b7 is locat$ at a workplace & is available to employees ( su* workplace or employees ( a ne>by workplace2 or 7,c7 is at a location t is publicly accessible = a m9imum ( #ab h\rs p] day at lea/ #e days p] week & network$ or o!rwise capable ( be+ monitor$ remotely4 7#d7 ,z]o-emission te*nology ,! t]m z]o-emission te*nology means any te*nology t produces z]o emissions (-- 7,a7 any air pollutant t is li/$ pursuant to section #ajh7;a7 7or any precursor to su* an air pollutant72 & 7,b7 any gre5h\se gas4 7#e7 ,z]o-emission vehicle ,! t]m z]o-emission vehicle means a vehicle t has a drivetra9 t produces1 "u any possible op]ational mode or condition1 z]o exhau/ emissions (-- 7,a7 any air pollutant t is li/$ pursuant to section #ajh7;a7 7or any precursor to su* an air pollutant72 & 7,b7 any gre5h\se gas4 4 #cjajd4 ,collaborative community wildfire air grants 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants au?oriz$ "u subsections 7a7 ?r\gh 7c7 ( section #ajc ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c77 to assi/ eligible entities 9 develop+ & implem5t+ collaborative community plans to prep>e = smoke f wildfires1 r$uce risks ( smoke exposure due to wildfires1 & mitigate ! heal? & environm5tal effects ( smoke f wildfires4 7b7 ,te*nical assi/ance ,! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy may use am\nts made available "u subsection 7a7 to provide te*nical assi/ance to any eligible entity 9-- 7#a7 submitt+ an application = a grant to be made pursuant to ?is section2 or 7#b7 c>ry+ out a project us+ a grant made pursuant to ?is section4 7c7 ,adm9i/rative co/s ,( ! am\nts made available "u subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #e p]c5t = adm9i/rative co/s to c>ry out ?is section4 7d7 ,eligible entities ,9 ?is section1 ! t]m eligible entity means a ,/ate1 an air pollution control ag5cy1 a municipality1 or an ,indian tribe 7z su* t]ms are def9$ 9 section #cjb ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gfjb774 #cjaje4 ,diesel emissions r$uctions 7a7 ,goods movem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants1 rebates1 & loans "u section #gib ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afacb7 to id5tify & r$uce diesel emissions result+ f goods movem5t facilities1 & vehicles s]vic+ goods movem5t facilities1 9 l[-income & disadvantag$ communities to address ! heal? impacts ( su* emissions on su* communities4 7b7 ,adm9i/rative co/s ,! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #b p]c5t ( ! am\nts made available "u ?is section = ! adm9i/rative co/s necess>y to c>ry out activities pursuant to ?is section4 #cjajf4 ,fund+ to address air pollution 7a7 ,appropriations 7#a7 ,f5cel9e air monitor+ & scre5+ air monitor+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aag1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants & o!r activities au?oriz$ "u subsections 7a7 ?r\gh 7c7 ( section #ajc & section #aje ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c71 #gdje7 to deploy1 integrate1 support1 & ma9ta9 f5cel9e air monitor+1 scre5+ air monitor+1 national air toxics tr5d /ations1 & o!r air toxics & community monitor+4 7#b7 ,multipollutant monitor+ /ations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants & o!r activities au?oriz$ "u subsections 7a7 ?r\gh 7c7 ( section #ajc & section #aje ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c71 #gdje7-- 7,a7 to exp& ! national ambi5t air quality monitor+ network ) new multipollutant monitor+ /ations2 & 7,b7 to replace1 repair1 op]ate1 & ma9ta9 exi/+ monitors4 7#c7 ,air quality s5sors 9 l[-income & disadvantag$ communities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants & o!r activities au?oriz$ "u subsections 7a7 ?r\gh 7c7 ( section #ajc & section #aje ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c71 #gdje7 to deploy1 integrate1 & op]ate air quality s5sors 9 l[-income & disadvantag$ communities4 7#d7 ,emissions f wood heat]s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants & o!r activities au?oriz$ "u subsections 7a7 ?r\gh 7c7 ( section #ajc & section #aje ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c71 #gdje7 = te/+ & o!r ag5cy activities to address emissions f wood heat]s4 7#e7 ,me?ane monitor+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants & o!r activities au?oriz$ "u subsections 7a7 ?r\gh 7c7 ( section #ajc & section #aje ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c71 #gdje7 = monitor+ emissions ( me?ane4 7#f7 ,clean ,air ,act grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants & o!r activities au?oriz$ "u subsections 7a7 ?r\gh 7c7 ( section #ajc & section #aje ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c71 #gdje74 7#g7 ,o!r activities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #de1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out1 ) respect to gre5h\se gases1 sections #aaa1 #aae1 #afe1 #agg1 #bjb1 #baa1 #bac1 #bca1 & #fab ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdaa1 #gdae1 #gdge1 #gejg1 #geba1 #gede1 #gedg1 #gega1 & #gfgak74 7#h7 ,gre5h\se gas & z]o-emission /&>ds = mobile s\rces ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide grants to ,/ates to adopt & implem5t gre5h\se gas & z]o-emission /&>ds = mobile s\rces pursuant to section #agg ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gejg74 7b7 ,adm9i/ration ( funds ,( ! funds made available pursuant to p>agraphs 7#a71 7#b71 7#e7 & 7#f7 ( subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #e p]c5t = activities fund$ pursuant to su* subsection o!r ?an grants4 #cjajg4 ,fund+ to address air pollution at s*ools 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cg1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants & o!r activities to monitor & r$uce air pollution & gre5h\se gas emissions at s*ools 9 l[-income & disadvantag$ communities "u subsections 7a7 ?r\gh 7c7 ( section #ajc ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c77 & section #aje ( t ,act 7#db ,u4,s4,c4 #gdje74 7b7 ,te*nical assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ab1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = provid+ te*nical assi/ance to s*ools 9 l[-income & disadvantag$ communities "u subsections 7a7 ?r\gh 7c7 ( section #ajc ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7;a7-7c77 & section #aje ( t ,act 7#db ,u4,s4,c4 #gdje7-- 7#a7 to address environm5tal issues2 7#b7 to develop s*ool environm5tal quality plans t include /&>ds = s*ool build+1 design1 con/ruction1 & r5ovation2 & 7#c7 to id5tify & mitigate ongo+ air pollution haz>ds4 #cjajh4 ,l[ ,emissions ,electricity ,program ,! ,clean ,air ,act is am5d$ by ins]t+ aft] section #acd ( su* ,act1 z add$ by section #cjajc ( ?is ,act1 ! foll[+3 #ace4 ,l[ ,emissions ,electricity ,program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #ag1jjj1jjj = consum]-relat$ education & p>tn]%ips ) respect to r$uctions 9 gre5h\se gas emissions t result f dome/ic electricity g5]ation & use2 7#b7 #ag1jjj1jjj = education1 te*nical assi/ance1 & p>tn]%ips )9 l[-income & disadvantag$ communities ) respect to r$uctions 9 gre5h\se gas emissions t result f dome/ic electricity g5]ation & use2 7#c7 #ag1jjj1jjj = indu/ry-relat$ outrea* & te*nical assi/ance1 includ+ ?r\gh p>tn]%ips1 ) respect to r$uctions 9 gre5h\se gas emissions t result f dome/ic electricity g5]ation & use2 7#d7 #ag1jjj1jjj = outrea* & te*nical assi/ance to ,/ate & local gov]nm5ts1 includ+ ?r\gh p>tn]%ips1 ) respect to r$uctions 9 gre5h\se gas emissions t result f dome/ic electricity g5]ation & use2 7#e7 #a1jjj1jjj to assess1 n lat] ?an #a ye> aft] ! date ( enactm5t ( ?is section1 ! r$uctions 9 gre5h\se gas emissions t result f *anges 9 dome/ic electricity g5]ation & use t are anticipat$ to occur on an annual basis ?r\gh fiscal ye> #bjca2 & 7#f7 #ah1jjj1jjj to c>ry out ?is section to ensure t r$uctions 9 gre5h\se gas emissions f dome/ic electricity g5]ation & use are a*iev$ ?r\gh use ( ! au?orities ( ?is ,act1 includ+ ?r\gh ! e/abli%m5t ( requirem5ts "u ?is ,act1 incorporat+ ! assessm5t "u p>agraph 7#e7 z a basel9e4 7b7 ,adm9i/ration ( ,funds ,( ! am\nts made available "u subsection 7a71 ! ,adm9i/rator %all res]ve #b p]c5t = ! adm9i/rative co/s necess>y to c>ry out activities pursuant to t subsection4 4 #cjaji4 ,fund+ = section #baa7o7 ( ! ,clean ,air ,act 7a7 ,te/ & protocol developm5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out section #baa7o7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77 ) respect to-- 7#a7 ! developm5t & e/abli%m5t ( te/s & protocols reg>d+ ! environm5tal & public heal? effects ( a fuel or fuel additive2 7#b7 int]nal & extramural data collection & analyses to regul>ly update applicable regulations1 guidance1 & proc$ures = det]m9+ lifecycle gre5h\se gas emissions ( a fuel2 & 7#c7 ! review1 analysis & evaluation ( ! impacts ( all transportation fuels1 includ+ fuel lifecycle implications1 on ! g5]al public & on l[-income & disadvantag$ communities4 7b7 ,inve/m5ts 9 advanc$ bi(uels ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = new grants to indu/ry & o!r relat$ activities "u section #baa7o7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77 to support inve/m5ts 9 advanc$ bi(uels4 #cjaaj4 ,fund+ = implem5tation ( ! ,am]ican ,innovation & ,manufactur+ ,act 7a7 ,appropriations 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out subsections 7a7 ?r\gh 7i7 & subsection 7k7 ( section #ajc ( division ,s ( ,public ,law #aaf-bfj 7#db ,u4,s4,c4 #gfge74 7#b7 ,implem5tation & compliance tools ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to deploy new implem5tation & compliance tools to c>ry out subsections 7a7 ?r\gh 7i7 & subsection 7k7 ( section #ajc ( division ,s ( ,public ,law #aaf-bfj 7#db ,u4,s4,c4 #gfge74 7#c7 ,competitive grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = competitive grants = reclaim & innovative de/ruction te*nologies "u subsections 7a7 ?r\gh 7i7 & subsection 7k7 ( section #ajc ( division ,s ( ,public ,law #aaf-bfj 7#db ,u4,s4,c4 #gfge74 7b7 ,adm9i/ration ( funds ,( ! funds made available pursuant to subsection 7a77#c71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #e p]c5t = adm9i/rative co/s necess>y to c>ry out activities pursuant to su* subsection4 #cjaaa4 ,fund+ = en=cem5t te*nology & public in=mation 7a7 ,compliance monitor+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cg1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to update ! ,integrat$ ,compliance ,in=mation ,sy/em ( ! ,environm5tal ,protection ,ag5cy & any associat$ sy/ems1 necess>y in=mation te*nology infra/ructure1 or public access s(tw>e tools to ensure access to compliance data & relat$ in=mation4 7b7 ,communications ) ,,icis ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #g1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants to ,/ates1 ,indian tribes1 & air pollution control ag5cies 7z su* t]ms are def9$ 9 section #cjb ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gfjb77 to update _! sy/ems to ensure communication ) ! ,integrat$ ,compliance ,in=mation ,sy/em ( ! ,environm5tal ,protection ,ag5cy & any associat$ sy/ems4 7c7 ,inspection s(tw>e ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #f1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 to acquire or update inspection s(tw>e = use by ! ,environm5tal ,protection ,ag5cy1 ,/ates1 ,indian tribes1 & air pollution control ag5cies 7z su* t]ms are def9$ 9 section #cjb ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gfjb772 or 7#b7 to acquire necess>y devices on :i* to run su* inspection s(tw>e4 #cjaab4 ,gre5h\se gas corporate report+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! ,environm5tal ,protection ,ag5cy to support-- 7#a7 enhanc$ /&>dization & transp>5cy ( corporate climate action commitm5ts & plans to r$uce gre5h\se gas emissions2 7#b7 enhanc$ transp>5cy reg>d+ progress t[>d meet+ su* commitm5ts & implem5t+ su* plans2 & 7#c7 progress t[>d meet+ su* commitm5ts & implem5t+ su* plans4 #cjaac4 ,environm5tal product decl>ation assi/ance 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to develop & c>ry out a program to support ! developm5t1 & enhanc$ /&>dization & transp>5cy1 ( environm5tal product decl>ations = con/ruction mat]ials & products1 includ+ by-- 7#a7 provid+ grants to bus9esses t manufacture con/ruction mat]ials & products = develop+ & v]ify+ environm5tal product decl>ations1 & to ,/ates1 ,indian ,tribes1 & nonpr(it organizations t w support su* bus9esses2 7#b7 provid+ te*nical assi/ance to bus9esses t manufacture con/ruction mat]ials & products 9 develop+ & v]ify+ environm5tal product decl>ations1 & to ,/ates1 ,indian ,tribes1 & nonpr(it organizations t w support su* bus9esses2 & 7#c7 c>ry+ out o!r activities t assi/ 9 measur+1 report+1 & /eadily r$uc+ ! quantity ( embodi$ c>bon ( con/ruction mat]ials & products4 7b7 ,adm9i/rative co/s ,( ! am\nts made available "u ?is section1 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #e p]c5t = adm9i/rative co/s necess>y to c>ry out ?is section4 7c7 ,def9itions ,9 ?is section3 7#a7 ,embodi$ c>bon ,! t]m embodi$ c>bon means ! quantity ( gre5h\se gas emissions associat$ ) all relevant /ages ( production ( a mat]ial or product1 measur$ 9 kilograms ( c>bon dioxide-equival5t p] unit ( su* mat]ial or product4 7#b7 ,environm5tal product decl>ation ,! t]m environm5tal product decl>ation means a docum5t t reports ! environm5tal impact ( a mat]ial or product t-- 7,a7 includes measurem5t ( ! embodi$ c>bon ( ! mat]ial or product2 7,b7 con=ms ) int]national /&>ds1 su* z a ,type ,,iii environm5tal product decl>ation1 z def9$ by ! ,int]national ,organization = ,/&>dization /&>d #adjbe2 & 7,c7 is develop$ 9 accordance ) any /&>diz$ report+ crit]ia specifi$ by ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy4 7#c7 ,/ate ,! t]m ,/ate has ! mean+ giv5 to t t]m 9 section #cjb7;d7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gfjb7;d774 #cjaad4 ,me?ane emissions r$uction program ,! ,clean ,air ,act is am5d$ by ins]t+ aft] section #ace ( su* ,act1 z add$ by section #cjajh ( ?is ,act1 ! foll[+3 #acf4 ,me?ane emissions & wa/e r$uction inc5tive program = petroleum & natural gas sy/ems 7a7 ,inc5tives = me?ane mitigation & monitor+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh-- 7#a7 = grants1 rebates1 contracts1 loans1 & o!r activities ( ! ,environm5tal ,protection ,ag5cy = ! purposes ( provid+ f9ancial & te*nical assi/ance to own]s & op]ators ( applicable facilities to prep>e & submit gre5h\se gas reports "u subp>t ,w ( "p #ih ( title #dj1 ,code ( ,f$]al ,regulations 7or any successor regulations72 7#b7 = grants1 rebates1 contracts1 loans1 & o!r activities ( ! ,environm5tal ,protection ,ag5cy au?oriz$ "u subsections 7a7 ?r\gh 7c7 ( section #ajc = me?ane emissions monitor+2 7#c7 = grants1 rebates1 contracts1 loans1 & o!r activities ( ! ,environm5tal ,protection ,ag5cy = ! purposes ( provid+ f9ancial & te*nical assi/ance to r$uce me?ane & o!r gre5h\se gas emissions f petroleum & natural gas sy/ems1 mitigate legacy air pollution f petroleum & natural gas sy/ems1 & provide support = communities1 includ+ fund+ =-- 7,a7 improv+ climate resili5cy ( communities & petroleum & natural gas sy/ems2 7,b7 improv+ & deploy+ indu/rial equipm5t & processes t r$uce me?ane & o!r gre5h\se gas emissions & wa/e2 7,c7 support+ innovation 9 r$uc+ me?ane & o!r gre5h\se gas emissions & wa/e f petroleum & natural gas sy/ems2 7,d7 mitigat+ heal? effects ( me?ane & o!r gre5h\se gas emissions1 & legacy air pollution f petroleum & natural gas sy/ems 9 l[-income & disadvantag$ communities2 & 7,e7 support+ environm5tal re/oration2 & 7#d7 to cov] all direct & indirect co/s requir$ to adm9i/] ?is section1 includ+ ! co/s ( implem5t+ ! wa/e emissions *>ge "u subsection 7b71 prep>+ inv5tories1 ga!r+ empirical data1 & track+ emissions4 7b7 ,wa/e emissions *>ge ,! ,adm9i/rator %all impose & collect a *>ge on me?ane emissions t exce$ an applicable wa/e emissions ?re%old "u subsection 7e7 f an own] or op]ator ( an applicable facility t is requir$ to report me?ane emissions pursuant to subp>t ,w ( "p #ih ( title #dj1 ,code ( ,f$]al ,regulations 7or any successor regulations74 7c7 ,applicable facility ,= purposes ( ?is section1 ! t]m applicable facility means a facility )9 ! foll[+ indu/ry segm5ts1 z def9$ 9 subp>t ,w ( "p #ih ( title #dj1 ,code ( ,f$]al ,regulations 7or any successor regulations73 7#a7 ,(f%ore petroleum & natural gas production4 7#b7 ,on%ore petroleum & natural gas production4 7#c7 ,on%ore natural gas process+1 7#d7 ,on%ore natural gas transmission compression4 7#e7 ,und]gr\nd natural gas /orage4 7#f7 ,liquefi$ natural gas /orage4 7#g7 ,liquefi$ natural gas import & export equipm5t4 7#h7 ,on%ore petroleum & natural gas ga!r+ & boo/+4 7#i7 ,on%ore natural gas transmission pipel9e4 7d7 ,*>ge ,am\nt ,! am\nt ( a *>ge "u subsection 7b7 = an applicable facility %all be equal to ! product obta9$ by multiply+-- 7#a7 ! numb] ( tons ( me?ane emissions report$ pursuant to subp>t ,w ( "p #ih ( title #dj1 ,code ( ,f$]al ,regulations 7or any successor regulations7 = ! applicable facility t exce$ ! applicable annual wa/e emissions ?re%old li/$ 9 subsection 7e7 dur+ ! previ\s report+ p]iod2 & 7#b7 7,a7 #ijj = emissions report$ = cal5d> ye> #bjbc2 7,b7 #abjj = emissions report$ = cal5d> ye> #bjbd2 or 7,c7 #aejj = emissions report$ = cal5d> ye> #bjbe & ea* ye> !reaft]4 7e7 ,wa/e emissions ?re%old 7#a7 ,petroleum & natural gas production ,) respect to impos+ & collect+ ! *>ge "u subsection 7b7 = an applicable facility 9 an indu/ry segm5t li/$ 9 p>agraph 7#a7 or 7#b7 ( subsection 7c71 ! ,adm9i/rator %all impose & collect ! *>ge on ! report$ tons ( me?ane emissions t exce$-- 7,a7 #j4bj p]c5t ( ! natural gas s5t to sale f su* facility2 or 7,b7 #aj metric tons ( me?ane p] million b>rels ( oil s5t to sale f su* facility1 if su* facility s5t no natural gas to sale4 7#b7 ,nonproduction petroleum & natural gas sy/ems ,) respect to impos+ & collect+ ! *>ge "u subsection 7b7 = an applicable facility 9 an indu/ry segm5t li/$ 9 p>agraph 7#c71 7#f71 7#g71 or 7#h7 ( subsection 7c71 ! ,adm9i/rator %all impose & collect ! *>ge on ! report$ tons ( me?ane emissions t exce$ #j4je p]c5t ( ! natural gas s5t to sale f su* facility4 7#c7 ,natural gas transmission ,) respect to impos+ & collect+ ! *>ge "u subsection 7b7 = an applicable facility 9 an indu/ry segm5t li/$ 9 p>agraph 7#d71 7#e71 or 7#i7 ( subsection 7c71 ! ,adm9i/rator %all impose & collect ! *>ge on ! report$ tons ( me?ane emissions t exce$ #j4aa p]c5t ( ! natural gas s5t to sale f su* facility4 7#d7 ,exemption ,*>ges %all n be impos$ pursuant to p>agraph 7#a7 on emissions t exce$ ! wa/e emissions ?re%old specifi$ 9 su* p>agraph if su* emissions are caus$ by unreasonable delay 9 environm5tal p]mitt+ ( ga!r+ infra/ructure4 7f7 ,p]iod ,! *>ge "u subsection 7b7 %all be impos$ & collect$ beg9n+ ) respect to emissions report$ = cal5d> ye> #bjbc & = ea* ye> !reaft]4 7g7 ,implem5tation ,9 addition to o!r au?orities 9 ?is ,act address+ air pollution f ! oil & natural gas sectors1 ! ,adm9i/rator may issue guidance or regulations z necess>y to c>ry out ?is section4 7h7 ,report+ ,n lat] ?an #b ye>s aft] ! date ( enactm5t ( ?is section1 & z necess>y !reaft]1 ! ,adm9i/rator %all revise ! requirem5ts ( subp>t ,w ( "p #ih ( title #dj1 ,code ( ,f$]al ,regulations-- 7#a7 to r$uce ! facility emissions ?re%old = report+ "u su* subp>t & = pay+ ! *>ge impos$ "u ?is section to #aj1jjj metric tons ( c>bon dioxide equival5t ( gre5h\se gases emitt$ p] ye>2 & 7#b7 to ensure ! report+ "u su* subp>t1 & calculation ( *>ges "u subsections 7d7 & 7e7 ( ?is section1 are bas$ on empirical data & accurately reflect ! total me?ane emissions & wa/e emissions f ! applicable facilities4 7i7 ,liability = *>ge paym5t ,a facility own] or op]ator's liability = paym5t ( ! *>ge "u subsection 7b7 is n affect$ 9 any way by emission /&>ds1 p]mit fees1 p5alties1 or o!r requirem5ts "u ?is ,act or any o!r legal au?orities4 4 #cjaae4 ,fund+ = ! ,(fice ( ! ,inspector ,g5]al ( ! ,environm5tal ,protection ,ag5cy ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,(fice ( ! ,inspector ,g5]al ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ov]sight ( activities support$ ) funds appropriat$ to ! ,environm5tal ,protection ,ag5cy 9 ?is ,act4 #cjaaf4 ,climate ,pollution ,r$uction ,grants ,! ,clean ,air ,act is am5d$ by ins]t+ aft] section #acf ( su* ,act1 z add$ by section #cjaad ( ?is ,act1 ! foll[+3 #acg4 ,gre5h\se ,gas ,air ,pollution ,plans & ,implem5tation ,grants 7a7 ,appropriations 7#a7 ,gre5h\se gas air pollution plann+ grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out subsection 7b74 7#b7 ,gre5h\se gas air pollution implem5tation grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #d1gej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out subsection 7c74 7#c7 ,adm9i/rative co/s ,( ! funds made available "u p>agraph 7#b71 ! ,adm9i/rator %all res]ve #c p]c5t = adm9i/rative co/s necess>y to c>ry out ?is section1 includ+ provid+ te*nical assi/ance to eligible entities1 develop+ a plan t c\ld be us$ z a model by grantees 9 develop+ a plan "u subsection 7b71 & model+ ! effects ( plans describ$ 9 ?is section4 7b7 ,gre5h\se gas air pollution plann+ grants ,! ,adm9i/rator %all make a grant to at lea/ "o eligible entity 9 ea* ,/ate = ! co/s ( develop+ a plan = ! r$uction ( gre5h\se gas air pollution to be submitt$ ) an application = a grant "u subsection 7c74 ,ea* su* plan %all include programs1 policies1 measures1 & projects t w a*ieve or facilitate ! r$uction ( gre5h\se gas air pollution4 ,n lat] ?an #bgj days aft] ! date ( enactm5t ( ?is section1 ! ,adm9i/rator %all publi% a fund+ opportunity ann\ncem5t = grants "u ?is subsection4 7c7 ,gre5h\se gas air pollution r$uction implem5tation grants 7#a7 ,9 g5]al ,! ,adm9i/rator %all competitively aw>d grants to eligible entities to implem5t plans develop$ "u subsection 7b74 7#b7 ,application ,to apply = a grant "u ?is subsection1 an eligible entity %all submit to ! ,adm9i/rator an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,adm9i/rator %all require1 :i* su* application %all include in=mation reg>d+-- 7,a7 ! degree to :i* gre5h\se gas air pollution is project$ to be r$uc$1 includ+ ) respect to l[-income & disadvantag$ communities2 & 7,b7 ! quantifiability1 specificity1 additionality1 p]man5ce1 & v]ifiability ( su* project$ gre5h\se gas air pollution r$uction4 7#c7 ,t]ms & conditions ,! ,adm9i/rator %all make funds available to a grantee "u ?is subsection 9 su* am\nts1 ^u su* a s*$ule1 & subject to su* conditions bas$ on its p]=mance 9 implem5t+ its plan submitt$ "u ?is section & 9 a*iev+ project$ gre5h\se gas air pollution r$uction1 z det]m9$ by ! ,adm9i/rator4 7d7 ,eligible entity def9$ ,9 ?is section1 ! t]m eligible entity means-- 7#a7 a ,/ate2 7#b7 an air pollution control ag5cy2 7#c7 a municipality2 7#d7 an ,indian tribe2 & 7#e7 a gr\p ( "o or m entities li/$ 9 p>agraphs 7#a7 ?r\gh 7#d74 4 #cjaag4 ,environm5tal ,protection ,ag5cy effici5t1 accurate1 & timely reviews ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide = ! developm5t ( effici5t1 accurate1 & timely reviews = p]mitt+ & approval processes ?r\gh ! hir+ & tra9+ ( p]sonnel1 ! developm5t ( programmatic docum5ts1 ! procurem5t ( te*nical or sci5tific s]vices = reviews1 ! developm5t ( environm5tal data or in=mation sy/ems1 /akehold] & community engagem5t1 ! pur*ase ( new equipm5t = environm5tal analysis1 & ! developm5t ( geographic in=mation sy/ems & o!r analysis tools1 te*niques1 & guidance to improve ag5cy transp>5cy1 acc\ntability1 & public engagem5t4 #cjaah4 ,l[-embodi$ c>bon label+ = con/ruction mat]ials = transportation projects 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to develop & c>ry out a program1 9 consultation ) ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration1 to id5tify & label1 bas$ on environm5tal product decl>ations1 l[-embodi$ c>bon con/ruction mat]ials & products us$ = transportation projects1 & = necess>y adm9i/rative co/s ( ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy to c>ry out ?is section4 7b7 ,def9itions ,9 ?is section3 7#a7 ,embodi$ c>bon ,! t]m embodi$ c>bon means ! quantity ( gre5h\se gas emissions associat$ ) all relevant /ages ( production ( a mat]ial or product1 measur$ 9 kilograms ( c>bon dioxide-equival5t p] unit ( su* mat]ial or product4 7#b7 ,environm5tal product decl>ation ,! t]m environm5tal product decl>ation means a docum5t t reports ! environm5tal impact ( a mat]ial or product t-- 7,a7 includes measurem5t ( ! embodi$ c>bon ( ! mat]ial or product2 7,b7 con=ms ) int]national /&>ds1 su* z a ,type ,,iii environm5tal product decl>ation z def9$ by ! ,int]national ,organization = ,/&>dization /&>d #adjbe2 & 7,c7 is develop$ 9 accordance ) any /&>diz$ report+ crit]ia specifi$ by ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy4 7#c7 ,l[-embodi$ c>bon con/ruction mat]ials & products ,! t]m l[-embodi$ c>bon con/ruction mat]ials & products means con/ruction mat]ials & products id5tifi$ by ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy z hav+ sub/antially l[] levels ( embodi$ c>bon z comp>$ to e/imat$ indu/ry av]ages ( simil> mat]ials or products4 ,b ,haz>d\s ,mat]ials #cjbja4 ,grants to r$uce wa/e 9 communities ,! ,solid ,wa/e ,disposal ,act is am5d$ by ins]t+ aft] section #gjaj 7#db ,u4,s4,c4 #figi;b7 ! foll[+3 #gjaa4 ,grants to r$uce wa/e 9 communities 7a7 ,appropriations 7#a7 ,organics recycl+ & food wa/e ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ie1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to make grants1 on a competitive basis1 to eligible recipi5ts = projects 91 or directly s]v+1 l[-income or disadvantag$ communities to-- 7,a7 con/ruct1 exp&1 or mod]nize infra/ructure = recycl+ & reuse ( organic mat]ial1 includ+ any facility1 ma*9]y1 or equipm5t us$ to collect & process organic mat]ial2 or 7,b7 measure1 r$uce1 & prev5t food wa/e4 7#b7 ,o!r wa/e r$uction activities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ie1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to make grants1 on a competitive basis1 to eligible recipi5ts = projects 91 or directly s]v+1 l[-income or disadvantag$ communities to-- 7,a7 r$uce ! am\nt ( wa/e g5]at$ f manufactur+ processes or :5 consum] products are dispos$ (1 includ+ by enc\rag+ product or manufactur+ r$esign or r$evelopm5t t r$uces packag+ & wa/e byproducts2 7,b7 create m>ket dem& or manufactur+ capacity = recov]$1 recyclable1 or recycl$ commodities & products1 includ+ compo/2 or 7,c7 support ! developm5t & implem5tation ( activities t r$uce ! am\nt ( wa/e dispos$ ( 9 l&fills or prev5t ! disposal ( wa/e 9 l&fills1 includ+-- 7i7 exp&+ ! availability ( s\rce-sep>at$ organic wa/e collection2 7ii7 enc\rag+ div]sion ( organic wa/e f l&fills2 or 7iii7 increas+ fees impos$ on ! disposal ( wa/e1 includ+ organic wa/e1 at l&fills4 7b7 ,adm9i/ration ( funds ,( ! am\nts made available "u subsection 7a71 ! ,adm9i/rator %all res]ve #e p]c5t = ! adm9i/rative co/s necess>y to c>ry out activities pursuant to t subsection4 7c7 ,def9ition ( eligible recipi5t ,9 ?is section1 ! t]m eligible recipi5t means-- 7#a7 a s+le unit ( ,/ate1 local1 or ,tribal gov]nm5t2 or 7#b7 a nonpr(it organization4 4 #cjbjb4 ,environm5tal & climate ju/ice block grants ,! ,clean ,air ,act is am5d$ by ins]t+ aft] section #acg1 z add$ by subtitle ,a ( ?is title1 ! foll[+3 #ach4 ,environm5tal & climate ju/ice block grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #b1hjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to aw>d grants = ! activities describ$ 9 subsection 7b72 & 7#b7 #bjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to provide te*nical assi/ance to eligible entities relat$ to grants aw>d$ "u ?is section4 7b7 ,grants 7#a7 ,9 g5]al ,! ,adm9i/rator %all use am\nts made available "u subsection 7a77#a7 to aw>d grants = p]iods ( up to #c ye>s to eligible entities to c>ry out activities describ$ 9 p>agraph 7#b7 t b5efit disadvantag$ communities1 z def9$ by ! ,adm9i/rator4 7#b7 ,eligible activities ,an eligible entity may use a grant aw>d$ "u ?is subsection =-- 7,a7 community-l$ air & o!r pollution monitor+1 prev5tion1 & rem$iation1 & inve/m5ts 9 l[- & z]o-emission & resili5t te*nologies & relat$ infra/ructure & work=ce developm5t t help r$uce gre5h\se gas emissions & o!r air pollutants2 7,b7 mitigat+ climate & heal? risks f urban heat isl&s1 extreme heat1 wood heat] emissions1 & wildfire ev5ts2 7,c7 climate resili5cy & adaptation2 7,d7 r$uc+ indoor toxics & indoor air pollution2 or 7,e7 facilitat+ engagem5t ( disadvantag$ communities 9 ,/ate & ,f$]al public processes1 includ+ facilitat+ su* engagem5t 9 advisory gr\ps1 work%ops1 & rulemak+s4 7#c7 ,eligible entities ,9 ?is subsection1 ! t]m eligible entity means-- 7,a7 a p>tn]%ip betwe5-- 7i7 an ,indian tribe1 a local gov]nm5t1 or an in/itution ( high] education2 & 7ii7 a community-bas$ nonpr(it organization2 7,b7 a community-bas$ nonpr(it organization2 or 7,c7 a p>tn]%ip ( community-bas$ nonpr(it organizations4 7c7 ,adm9i/rative co/s ,! ,adm9i/rator %all res]ve #g p]c5t ( ! am\nts made available "u subsection 7a7 = adm9i/rative co/s to c>ry out ?is section4 4 #cjbjc4 ,fund+ = data collection on national recycl+ ef=ts ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to support data collection activities ) respect to recycl+ ef=ts ?r\gh\t ! nation1 ) a p>ticul> focus on recycl+ ef=ts 9 disadvantag$1 l[-income1 & rural communities t lack access to recycl+ s]vices4 ,c ,dr9k+ ,wat] #cjcja4 ,lead rem$iation projects 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #i1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 =-- 7#a7 grants "u ! lead r$uction grant program "u section #adei;,b7b7 ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;j-#ai;b7b77 to entities eligible = grants "u t program t s]ve communities det]m9$ to be disadvantag$ communities pursuant to p>agraph 7#c77;,a7 ( su* subsection1 = full s]vice l9e replacem5t )9 ^? disadvantag$ communities2 7#b7 grants = ! in/allation & ma9t5ance ( lead filtration /ations at s*ools & *ild c>e programs 7z def9$ 9 section #adfd7;d77#a7 ( t ,act 7#db ,u4,s4,c4 #cjj;j-#bd7;d77#a77 t s]ve disadvantag$ communities2 & 7#c7 grants "u subsection 7d7 ( section #adfd ( t ,act 7#db ,u4,s4,c4 #cjj;j-#bd7-- 7,a7 to pay ! co/s ( replacem5t ( dr9k+ wat] f\nta9s 9 s*ools & *ild c>e programs t s]ve disadvantag$ communities2 7,b7 = lead rem$iation projects 9 build+s op]at$ by entities eligible = grants "u t subsection t s]ve disadvantag$ communities2 & 7,c7 = compliance monitor+ 9 disadvantag$ communities4 7b7 ,co/-%>e waiv] ,an entity receiv+ assi/ance pursuant to ?is section %all n be requir$ to provide a %>e ( ! co/s ( c>ry+ out ! project or activity fund$ by t assi/ance4 7c7 ,adm9i/rative co/s ,( ! am\nts made available "u subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #g p]c5t = ! adm9i/rative co/s ( c>ry+ out ?is section4 #cjcjb4 ,fund+ = wat] assi/ance program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bbe1jjj1jjj1 to rema9 available until exp5d$1 to provide grants to ,/ates1 ,indian ,tribes1 & ,tribal organizations to assi/ l[-income h\seholds t pay a high proportion ( h\sehold income = dr9k+ wat] & wa/ewat] 7includ+ /ormwat]7 s]vices1 p>ticul>ly h\seholds ) an annual income t is less ?an or equal to #aej p]c5t ( ! ,f$]al pov]ty l9e1 by provid+ am\nts to community wat] sy/ems 7z def9$ 9 section #adja ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;f77 or publicly own$ treatm5t works 7z def9$ 9 section #bab ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #abib77 to r$uce ! arre>ages ( & rates *>g$ to ^? h\seholds = ^? s]vices by up to #ajj p]c5t4 7b7 ,requirem5t ,( ! am\nts made available "u subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve n m ?an #c p]c5t to provide ! assi/ance describ$ 9 t subsection to ,indian ,tribes & ,tribal organizations4 7c7 ,co/-%>e waiv] ,an entity receiv+ assi/ance pursuant to ?is section %all n be requir$ to provide a %>e ( ! co/s ( c>ry+ out ! activity fund$ by t assi/ance4 7d7 ,adm9i/rative co/s ,( ! am\nts made available "u subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #g p]c5t = ! adm9i/rative co/s ( c>ry+ out ?is section4 7e7 ,def9ition ( ,/ate ,9 ?is section1 ! t]m ,/ate means-- 7#a7 ea* ( ! #ej ,/ates2 7#b7 ! ,di/rict ( ,columbia2 7#c7 ! ,commonweal? ( ,pu]to ,rico2 7#d7 ,am]ican ,samoa2 7#e7 ,guam2 7#f7 ! ,unit$ ,/ates ,virg9 ,isl&s2 & 7#g7 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 ,d ,en]gy #a ,resid5tial ,effici5cy & ,electrification ,rebates #cjdaa4 ,home en]gy p]=mance-bas$1 :ole-h\se rebates & tra9+ grants 7a7 ,home on-l9e p]=mance-bas$ en]gy effici5cy 7,,hope7 contractor tra9+ grants 7#a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cfj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to aw>d grants to ,/ates to develop & implem5t a ,/ate program describ$ 9 section #cfb7;d77#ac7 ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb7;d77#ac771 :i* %all p>tn] ) nonpr(it organizations to fund qualify+ programs describ$ 9 p>agraph 7#b7 t provide tra9+ c\rses & opportunities to support home en]gy effici5cy upgrade con/ruction s]vices to tra9 work]s1 bo? on-l9e & 9-p]son1 to support & provide = ! home en]gy effici5cy retr(its "u subsection 7b71 & = adm9i/rative exp5ses associat$ ) c>ry+ out ?is subsection4 7#b7 ,qualify+ programs ,= ! purposes ( ?is p>agraph1 qualify+ programs are programs t-- 7,a7 provide ! equival5t ( at lea/ #cj h\rs 9 total c\rse "t2 7,b7 are provid$ by a provid] t is accr$it$ by ! ,int]/ate ,r5ewable ,en]gy ,c\ncil or has o!r accr$itation det]m9$ to be equival5t by ! ,secret>y2 7,c7 are1 ) respect to a p>ticul> job1 align$ ) ! relevant ,national ,r5ewable ,en]gy ,laboratory ,job ,task ,analysis1 or o!r cr$5tial+ program f\ndation t helps id5tify ! necess>y core k areas1 critical "w functions1 or skills1 z approv$ by ! ,secret>y2 7,d7 h e/abli%$ le>n+ objectives2 7,e7 include1 z ! ,secret>y det]m9es appropriate1 an appropriate assessm5t ( su* le>n+ objectives t may include a f9al exam1 to be proctor$ on-site or ?r\gh remote proctor+1 or an 9-p]son field exam2 & 7,f7 include tra9+ relat$ to-- 7i7 contractor c]tification2 7ii7 en]gy audit+ or assessm5t2 7iii7 home en]gy sy/ems 7includ+ ,en]gy ,/>-qualifi$ ,,hvac sy/ems & ,wi-,fi-enabl$ home en]gy communications te*nology1 or any future te*nology t a*ieves ! same goals72 7iv7 insulation in/allation & air leakage control2 7v7 heal? & safety reg>d+ ! in/allation ( en]gy effici5cy measures or heal? & safety impacts associat$ ) en]gy effici5cy retr(its2 7vi7 indoor air quality2 7vii7 en]gy effici5cy retr(its 9 manufactur$ h\s+2 & 7viii7 resid5tial electrification tra9+ & conv]sion tra9+4 7#c7 ,/ate en]gy program provid]s ,a ,/ate en]gy (fice may use n m ?an #aj p]c5t ( ! am\nts made available to ! ,/ate en]gy (fice "u ?is subsection to adm9i/] a qualify+ program describ$ 9 p>agraph 7#b71 includ+ = ! conduct ( design & op]ations activities4 7#d7 ,t]ms & conditions 7,a7 ,eligible use ( funds ,( ! am\nts made available to a ,/ate "u ?is subsection1 #he p]c5t %all be us$ by ! ,/ate-- 7i7 to support ! op]ations ( qualify+ programs1 includ+ e/abli%+1 modify+1 or ma9ta9+ ! onl9e sy/ems1 /aff "t1 & s(tw>e & onl9e program managem5t1 ?r\gh a c\rse t meets ! applicable crit]ia2 7ii7 to reimburse ! contractor company = tra9+ co/s = employees2 7iii7 to provide any home te*nology support ne$$ = an employee to receive tra9+ pursuant to ?is subsection2 & 7iv7 to support wages ( employees dur+ tra9+4 7,b7 ,tim+ ( obligations ,am\nts made available "u ?is subsection %all be us$1 z necess>y1 to cov] or reimburse all[able co/s incurr$ aft] ! date ( enactm5t ( ?is ,act4 7,c7 ,unobligat$ am\nts ,am\nts made available "u ?is subsection :i* are n accept$1 are volunt>ily return$1 or o!rwise recaptur$ = any reason %all be us$ to fund grants "u subsection 7b74 7b7 ,home own] manag+ en]gy sav+s 7,,homes7 rebates 7#a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1hij1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to aw>d grants1 9 accordance ) ! =mula = ! ,/ate ,en]gy ,program "u "p ,d ( title ,,iii ( ! ,en]gy ,policy & ,cons]vation ,act 9 effect on ,janu>y #a1 #bjba1 to ,/ate en]gy (fices to e/abli% ,home ,own] ,manag+ ,en]gy ,sav+s 7,,homes7 ,rebate ,programs pursuant to section #cfb7;d77#e7 ( su* ,act 7#db ,u4,s4,c4 #fcbb7;d77#e771 & = adm9i/rative exp5ses associat$ ) c>ry+ out ?is subsection4 7#b7 ,coord9ation ,9 c>ry+ out ?is subsection1 ! ,secret>y %all coord9ate ) ,/ate en]gy (fices to ensure t programs t receive aw>ds are =mulat$ to a*ieve maximum gre5h\se gas emissions r$uctions & h\sehold en]gy & co/s sav+s4 7#c7 ,application ,9 ord] to receive a grant "u ?is subsection1 a ,/ate %all submit to ! ,secret>y an application t includes a plan to implem5t a qualify+ ,/ate program t includes-- 7,a7 a plan to ensure t ea* home en]gy effici5cy retr(it "u ! program-- 7i7 is complet$ by a contractor :o meets m9imum tra9+ requirem5ts1 c]tification requirem5ts1 & o!r requirem5ts e/abli%$ by ! ,secret>y2 & 7ii7 includes in/allation ( #a or m home en]gy effici5cy retr(it measures t are model$ to a*ieve1 or are %[n to a*ieve1 ! m9imum r$uction requir$ 9 home en]gy use1 or ) respect to a portfolio ( home en]gy effici5cy retr(its1 9 aggregat$ home en]gy use = su* portfolio2 7,b7 a plan-- 7i7 to utilize1 = purposes ( model$ p]=mance home rebates1 model+ s(tw>e1 me?ods1 & proc$ures = det]m9+ & docum5t+ ! r$uctions 9 home en]gy use result+ f ! implem5tation ( a home en]gy effici5cy retr(it t is calibrat$ to hi/orical en]gy usage = a home consi/5t ) ,,bpi #bdjj1 t are approv$ by ! ,secret>y1 t c provide evid5ce = necess>y improvem5ts to a ,/ate program1 & t c help to calibrate models = accuracy2 7ii7 to utilize1 = purposes ( measur$ p]=mance home rebates1 op5-s\rce advanc$ measurem5t & v]ification s(tw>e approv$ by ! ,secret>y = det]m9+ & docum5t+ ! mon?ly & h\rly 7if available7 wea!r-normaliz$ basel9e en]gy use ( a home1 ! r$uctions 9 mon?ly & h\rly 7if available7 wea!r-normaliz$ en]gy use ( a home result+ f ! implem5tation ( a home en]gy effici5cy retr(it1 & op5-s\rce advanc$ measurem5t & v]ification s(tw>e approv$ by ! ,secret>y2 & 7iii7 to value sav+s bas$ on "t1 location1 or gre5h\se gas emissions2 7,c7 proc$ures = a home[n] to transf] ! "r to claim a rebate to ! contractor p]=m+ ! applicable home en]gy effici5cy retr(it or to an aggregator1 if ! ,/ate program w utilize aggregators2 7,d7 if ! ,/ate program w utilize aggregators to facilitate deliv]y ( rebates to home[n]s or contractors1 requirem5ts = an entity to be eligible to s]ve z an aggregator2 7,e7 quality monitor+ to ensure t ea* in/allation t receives a rebate is docum5t$ 9 a c]tificate1 provid$ by ! contractor to ! home[n]1 t details ! "w1 includ+ in=mation ab\t ! *>act]i/ics ( equipm5t & mat]ials in/all$1 z well z project$ en]gy sav+s or en]gy g5]ation1 9 a way t w enable ! home[n] to cle>ly communicate ! value ( ! high-p]=m+ features fund$ by ! rebate to buy]s1 real e/ate ag5ts1 apprais]s & l5d]s2 & 7,f7 a proc$ure = provid+ ! contractor p]=m+ a home en]gy effici5cy retr(it or an aggregator :o has ! "r to claim su* rebate ) #bjj = ea* home locat$ 9 an und]s]v$ community t receives a home effici5cy retr(it = :i* a rebate is provid$ "u ! program4 7#d7 ,am\nt ( rebates = s+le family & multifamily homes ,( ! am\nts provid$ to a ,/ate en]gy (fice "u ?is subsection1 #he p]c5t %all be us$ to provide ,home ,own] ,manag+ ,en]gy ,sav+s 7,,homes7 ,rebates to-- 7,a7 individuals & aggregators = ! en]gy effici5cy upgrades ( s+le-family homes ( n m ?an #d units-- 7i7 #b1jjj = a retr(it t a*ieves at lea/ #bj p]c5t model$ en]gy sy/em sav+s or #ej p]c5t ( ! project co/1 :i*ev] is l[]2 7ii7 #d1jjj = a retr(it t a*ieves at lea/ #ce p]c5t model$ en]gy sy/em sav+s or #ej p]c5t ( ! project co/1 :i*ev] is l[]2 or 7iii7 = measur$ en]gy sav+s1 a paym5t p] kil[att h\r sav$1 or kil[att h\r-equival5t sav$1 equal to #b1jjj = a #bj p]c5t r$uction ( en]gy use = ! av]age home 9 ! ,/ate1 = homes or portfolios ( homes t a*ieve at lea/ #ae p]c5t en]gy sav+s1 or #ej p]c5t ( ! project co/1 :i*ev] is l[]2 7,b7 multifamily build+ own]s & aggregators = ! en]gy effici5cy upgrades ( multifamily build+s-- 7i7 #b1jjj p] dwell+ unit = a retr(it t a*ieves at lea/ #bj p]c5t model$ en]gy sy/em sav+s up a maximum ( #bjj1jjj p] multifamily build+2 7ii7 #d1jjj p] dwell+ unit = a retr(it t a*ieves at lea/ #ce p]c5t model$ en]gy sy/em sav+s up to a maximum ( #djj1jjj p] multifamily build+2 or 7iii7 = measur$ en]gy sav+s1 a paym5t rate p] kil[att h\rs sav$1 or kil[att h\r-equival5t saves1 equal to #b1jjj = a #bj p]c5t r$uction ( en]gy use = ! av]age multifamily build+ 9 ! ,/ate1 = multifamily build+s or portfolios ( build+s t a*ieve at lea/ #ae p]c5t en]gy sav+s1 or #ej p]c5t ( ! project co/1 :i*ev] is l[]2 or 7,c7 individuals & aggregators = ! en]gy effici5cy upgrades ( s+le family homes ( #d units or less or multifamily build+s t are occupi$ by resid5ts ) an annual income ( less ?an #hj p]c5t ( ! area m$ian income z publi%$ publicly by ! ,dep>tm5t ( ,h\s+ & ,urban ,developm5t-- 7i7 #d1jjj = a retr(it t a*ieves at lea/ #bj p]c5t model$ en]gy sy/em sav+s or #hj p]c5t ( ! project co/1 :i*ev] is l[]2 7ii7 #h1jjj = a retr(it t a*ieves at lea/ #ce p]c5t model$ en]gy sy/em sav+s or #hj p]c5t ( ! project co/1 :i*ev] is l[]2 or 7iii7 = measur$ en]gy sav+s1 a paym5t rate p] kil[att h\r sav$1 or kil[att h\r-equival5t sav$1 equal to #d1jjj = a #bj p]c5t r$uction ( en]gy use = ! av]age multifamily build+ 9 ! ,/ate1 = multifamily build+s or portfolios ( build+s t a*ieve at lea/ #ae p]c5t en]gy sav+s1 or #hj p]c5t ( ! project co/1 :i*ev] is l[]4 7#e7 ,requirem5t ,n less ?an #be p]c5t ( ! funds provid$ to a ,/ate en]gy (fice "u ?is subsection %all be us$ = ! purposes ( ea* ( subp>agraphs 7,a71 7,b71 & 7,c7 ( p>agraph 7#d74 7#f7 ,eligibility ( c]ta9 appliances ,9 calculat+ total en]gy sav+s = s+le family or multifamily homes "u ?is subsection1 a program may include sav+s f ! pur*ase ( high-effici5cy natural gas ,,hvac sy/ems & wat] heat]s c]tifi$ "u ! ,en]gy ,/> program until ! date t is #f ye>s aft] ! date ( enactm5t ( ?is ,act4 7#g7 ,plann+ ,n to exce$ #bj p]c5t ( any grant made ) funds made available "u ?is subsection %all be exp5d$ = plann+ & managem5t developm5t & adm9i/ration4 7#h7 ,te*nical assi/ance ,am\nts made available "u ?is subsection %all be us$ = s+le family1 multifamily1 & manufactur$ h\s+ rebates & ! ,secret>y %all1 9 consultation ) ,/ates1 contractors1 & o!r local te*nical exp]ts design support1 me?odology1 & contractor crit]ia z appropriate = ! diff]5t build+ /ock4 7#i7 ,use ( funds ,rebate am\nts made available ?r\gh ! ,high-,effici5cy ,electric ,home ,rebate ,program e/abli%$ "u subsection 7b77#a7 ( section #abd ( ! ,en]gy ,policy ,act ( #bjje 7z am5d$ by ?is subtitle7 may be us$ 9 conjunction ) ! funds made available "u ?is subsection4 7c7 ,def9itions ,9 ?is section3 7#a7 ,aggregator ,! t]m aggregator means a gas utility1 electric utility1 comm]cial entity1 nonpr(it entity1 or ,/ate or local gov]nm5t entity t may receive rebates provid$ "u a ,/ate program "u ?is section = #a or m portfolios consi/+ ( #a or m en]gy effici5cy retr(its4 7#b7 ,contractor c]tification ,! t]m contractor c]tification means-- 7,a7 an indu/ry recogniz$ c]tification t may be obta9$ by a resid5tial contractor to advance ! exp]tise & education ( ! contractor 9 en]gy effici5cy retr(its ( resid5tial build+s2 & 7,b7 any o!r c]tification ! ,secret>y det]m9es appropriate = purposes ( ! ,,homes ,rebate ,program e/abli%$ "u subsection 7b74 7#c7 ,contractor company ,! t]m contractor company means a company-- 7,a7 ! bus9ess ( :i* is to provide s]vices to resid5tial build+ own]s ) respect to ,,hvac sy/ems1 insulation1 air seal+1 or o!r s]vices t are approv$ by ! ,secret>y2 7,b7 t holds ! lic5ses & insurance requir$ by ! ,/ate 9 :i* ! company provides s]vices2 & 7,c7 t provides s]vices = :i* a rebate may be provid$ pursuant to ! ,,homes ,rebate ,program e/abli%$ "u subsection 7b74 7#d7 ,en]gy /> program ,! t]m ,en]gy ,/> program means ! program e/abli%$ by section #cbd;,a ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fbid;a74 7#e7 ,home ,! t]m home means a build+ ) n m ?an #d dwell+ units or a manufactur$ h\s+ unit 7includ+ a unit built be=e ,june #ae1 #aigf71 t-- 7,a7 is locat$ 9 ! ,unit$ ,/ates2 7,b7 0 con/ruct$ be=e ! date ( enactm5t ( ?is ,act2 7,c7 is occupi$ at lea/ #f mon?s out ( ! ye>2 & 7,d7 is n on a milit>y base4 7#f7 ,,hvac sy/em ,! t]m ,,hvac sy/em means a sy/em-- 7,a7 is c]tifi$ "u ! ,en]gy ,/> program2 7,b7 consi/+ ( a heat+ compon5t1 a v5tilation compon5t1 & an air-condition+ compon5t2 & 7,c7 ! compon5ts ( :i* may include c5tral air condition+1 a heat pump1 a furnace1 a boil]1 a ro(top unit1 & a w9d[ unit4 7#g7 ,multifamily build+ ,! t]m multifamily build+ means a build+-- 7,a7 ) #e or m dwell+ units2 & 7,b7 t is n on a milit>y base4 7#h7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,en]gy4 7#i7 ,/ate en]gy (fice ,! t]m ,/ate en]gy (fice has ! mean+ giv5 ! t]m ,/ate en]gy ag5cy 9 section #cia7aj7 ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcga7aj774 7#aj7 ,und]s]v$ community ,! t]m und]s]v$ community means-- 7,a7 a community locat$ 9 a ,,zip ,code t includes #a or m c5sus tracts t are id5tifi$ z-- 7i7 a l[-income community2 or 7ii7 a community ( racial or e?nic m9ority conc5tration2 or 7,b7 any o!r community t ! ,secret>y det]m9es is disproportionately vuln]able to1 or be>s a disproportionate burd5 (1 any comb9ation ( economic1 social1 & environm5tal /ressors4 #cjdab4 ,high-,effici5cy ,electric ,home ,rebate ,program 7a7 ,9 g5]al ,section #abd ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #aehba7 is am5d$ to read z foll[s3 #abd4 ,high-,effici5cy ,electric ,home ,rebate ,program 7a7 ,appropriations 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7,a7 #b1bbf1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide rebates "u ?is section2 7,b7 #d1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = community & consum] education & outrea* relat$ to c>ry+ out ?is section2 & 7,c7 #bbj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to adm9i/] ?is section & to provide adm9i/rative & te*nical support to c]tifi$ contractor companies1 qualifi$ provid]s1 ,/ates1 & ,indian ,tribes4 7#b7 ,additional fund+ = ,tribal communities & l[- or mod]ate-income h\seholds ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1hjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 =-- 7,a7 rebates "u ?is section relat+ to qualifi$ electrification projects c>ri$ out 9 ,tribal communities or = l[- or mod]ate-income h\seholds2 & 7,b7 any necess>y adm9i/rative or te*nical support = ^? qualifi$ electrification projects4 7b7 ,high-effici5cy electric home rebates = qualifi$ electrification projects 7#a7 ,high-effici5cy electric home rebates ,! ,secret>y %all e/abli% a program )9 ! ,dep>tm5t1 to be kn[n z ! ,high-,effici5cy ,electric ,home ,rebate ,program1 "u :i* ! ,secret>y %all provide to home[n]s & own]s ( multifamily build+s high-effici5cy electric home rebates1 9 accordance ) ?is subsection1 = qualifi$ electrification projects c>ri$ out at1 or relat+ to1 ! homes or multifamily build+s1 z applicable4 7#b7 ,am\nt ( rebate 7,a7 ,9 g5]al ,subject to subsection 7c77#a77;,a71 a high-effici5cy electric home rebate "u p>agraph 7#a7 %all be equal to-- 7i7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7d77#aa77;,a77i77,,ii7 t in/alls a heat pump us$ = wat] heat+1 n m ?an #a1bej2 7ii7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7d77#aa77;,a77i77,,ii7 t in/alls a heat pump ,,hvac sy/em-- 7,i7 7aa7 n m ?an #c1jjj if ! heat pump ,,hvac sy/em has a heat+ capacity ( n less ?an #bg1ejj ,btu p] h\r2 or 7bb7 n m ?an #d1jjj if ! heat pump ,,hvac sy/em meets ,en]gy ,/> program cold climate crit]ia & is in/all$ 9 a cold climate1 z det]m9$ by ! ,secret>y2 7,,ii7 7aa7 n m ?an #a1ejj if ! heat pump ,,hvac sy/em has a heat+ capacity ( less ?an #bg1ejj ,btu p] h\r2 or 7bb7 n m ?an #b1jjj if ! heat pump ,,hvac sy/em meets ,en]gy ,/> program cold climate crit]ia & is in/all$ 9 a cold climate1 z det]m9$ by ! ,secret>y2 & 7,,iii7 #bej1 9 addition to ! am\nt describ$ 9 subclause 7,i7 or 7,,ii71 if a qualifi$ electrification project describ$ 9 subsection 7d77#aa77;,a77i77,v7 t in/alls insulation1 air seal+1 & v5tilation 9 accordance ) clause 7v7 is complet$ )9 #f mon?s be=e or aft] ! qualifi$ electrification project describ$ 9 t subclause2 7iii7 9 ! case ( a qualifi$ electrification project describ$ 9 subclause 7,,iii7 or 7,,iv7 ( subsection 7d77#aa77;,a77i71 n m ?an #fjj2 7iv7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7d77#aa77;,a77i77,i7 t in/alls an electric load or s]vice c5t] panel t enables ! in/allation & use ( any upgrade1 appliance1 sy/em1 equipm5t1 infra/ructure1 compon5t1 or o!r item in/all$ pursuant to any o!r qualifi$ electrification project1 n m ?an #c1jjj2 7v7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7d77#aa77;,a77i77,v7 t in/alls insulation & air seal+1 n m ?an #hjj2 & 7vi7 9 ! case ( any o!r qualifi$ electrification project1 includ+ a qualifi$ electrification project describ$ 9 any ( subclauses 7,i7 ?r\gh 7,,iii7 ( subsection 7d77#aa77;,a77ii71 = :i* ! ,secret>y provides a high-effici5cy electric home rebate1 n m ?an an am\nt det]m9$ by ! ,secret>y = t qualifi$ electrification project1 subject to subp>agraph 7,b74 7,b7 ,limitations on am\nt ( rebate 7i7 ,maximum total am\nt ,subject to subsection 7c77#a77;,b71 ! maximum total am\nt t may be aw>d$ z high-effici5cy electric home rebates "u ?is subsection %all be #aj1jjj ) respect to ea* home = :i* a high-effici5cy electric home rebate is provid$4 7ii7 ,co/s 7,i7 ,9 g5]al ,subject to subsection 7c77#a77;,c71 ! am\nt ( a high-effici5cy electric home rebate provid$ to a home[n] "u ?is subsection %all n exce$ #ej p]c5t ( ! total co/ ( ! applicable qualifi$ electrification project4 7,,ii7 ,labor co/s ,subject to subsection 7c77#a77;,c71 n m ?an #ej p]c5t ( ! labor co/s associat$ ) a qualifi$ electrification project may be includ$ 9 ! #ej p]c5t ( total co/s = :i* a high-effici5cy electric home rebate is provid$ "u ?is subsection1 z describ$ 9 subclause 7,i71 subject to ! condition t labor co/s acc\nt = n m ?an #ej p]c5t ( ! am\nt ( ! high-effici5cy electric home rebate4 7#c7 ,limitations on ,q,e,ps 7,a7 ,contractors ,a high-effici5cy electric home rebate may be provid$ = a qualifi$ electrification project c>ri$ out by a contractor company only if t contractor company is a c]tifi$ contractor company4 7,b7 ,heat pump ,,hvac sy/ems ,a high-effici5cy electric home rebate may be provid$ = a qualifi$ electrification project t in/alls or enables ! in/allation ( a heat pump ,,hvac sy/em only if ! heat pump ,,hvac sy/em-- 7i7 replaces-- 7,i7 a nonelectric ,,hvac sy/em2 7,,ii7 an electric resi/ance ,,hvac sy/em2 or 7,,iii7 an air condition+ unit t-- 7aa7 does n h a rev]s+ valve2 & 7bb7 has a l[] seasonal en]gy-effici5cy ratio ?an ! heat pump ,,hvac sy/em2 or 7ii7 is "p ( new con/ruction1 z det]m9$ by ! ,secret>y4 7,c7 ,heat pumps = wat] heat+ ,a high-effici5cy electric home rebate may be provid$ = a qualifi$ electrification project t in/alls or enables ! in/allation ( a heat pump us$ = wat] heat+ only if ! heat pump-- 7i7 replaces-- 7,i7 a nonelectric heat pump wat] heat]2 7,,ii7 a nonelectric wat] heat]2 or 7,,iii7 an electric resi/ance wat] heat]2 or 7ii7 is "p ( new con/ruction1 z det]m9$ by ! ,secret>y4 7,d7 ,electric /oves1 cooktops1 ranges1 & ov5s ,a high-effici5cy electric home rebate may be provid$ = a qualifi$ electrification project describ$ 9 subsection 7d77#aa77;,a77i77,,iii7 only if ! applicable electric /ove1 cooktop1 range1 or ov5-- 7i7 replaces a nonelectric /ove1 cooktop1 range1 or ov52 or 7ii7 is "p ( new con/ruction1 z det]m9$ by ! ,secret>y4 7,e7 ,electric heat pump clo!s dry]s ,a high-effici5cy electric home rebate may be provid$ = a qualifi$ electrification project describ$ 9 subsection 7d77#aa77;,a77i77,,iv7 only if ! applicable electric heat pump clo!s dry]-- 7i7 replaces a nonelectric clo!s dry]2 or 7ii7 is "p ( new con/ruction4 7#d7 ,additional inc5tives = contractors & qualifi$ provid]s 7,a7 ,g5]al inc5tive 7i7 ,9 g5]al ,) respect to ea* qualifi$ electrification project describ$ 9 clause 7ii71 ! ,secret>y %all provide a paym5t ( #ajj to ! c]tifi$ contractor company or qualifi$ provid] c>ry+ out ! qualifi$ electrification project4 7ii7 ,qualifi$ electrification project describ$ ,a qualifi$ electrification project ref]r$ to 9 clause 7i7 is a qualifi$ electrification project-- 7,i7 t is c>ri$ out at a home or multifamily build+2 7,,ii7 = :i* a rebate is provid$ "u ?is subsection2 & 7,,iii7 ) respect to :i* ! c]tifi$ contractor company or qualifi$ provid] is n eligible = a high] paym5t "u any ( subp>agraphs 7,b7 ?r\gh 7,d74 7,b7 ,inc5tive = ,q,e,ps 9 c]ta9 communities & h\seholds 7i7 ,9 g5]al ,) respect to ea* qualifi$ electrification project describ$ 9 clause 7ii71 ! ,secret>y %all provide a paym5t ( #bjj to ! c]tifi$ contractor company or qualifi$ provid] c>ry+ out ! qualifi$ electrification project4 7ii7 ,qualifi$ electrification project describ$ ,a qualifi$ electrification project ref]r$ to 9 clause 7i7 is a qualifi$ electrification project-- 7,i7 t is c>ri$ out at a home or multifamily build+ t-- 7aa7 is locat$ 9 an und]s]v$ community or a ,tribal community2 or 7bb7 is c]tifi$1 or ! h\sehold ( ! home[n] ( :i* is c]tifi$1 z applicable1 z l[- or mod]ate-income2 7,,ii7 = :i* a rebate is provid$ "u ?is subsection2 & 7,,iii7 ) respect to :i* ! c]tifi$ contractor company or qualifi$ provid] is n eligible = a high] paym5t "u subp>agraph 7,c7 or 7,d74 7,c7 ,inc5tive = c]ta9 labor practices 7i7 ,9 g5]al ,) respect to ea* qualifi$ electrification project describ$ 9 clause 7ii71 ! ,secret>y %all provide a paym5t ( #bej to ! c]tifi$ contractor company or qualifi$ provid] c>ry+ out ! qualifi$ electrification project4 7ii7 ,qualifi$ electrification project describ$ ,a qualifi$ electrification project ref]r$ to 9 clause 7i7 is a qualifi$ electrification project-- 7,i7 t is c>ri$ out-- 7aa7 at a home or multifamily build+2 & 7bb7 by a c]tifi$ contractor company or qualifi$ provid] t all[s = ! use ( collective b>ga9+ agreem5ts2 7,,ii7 = :i* a rebate is provid$ "u ?is subsection2 & 7,,iii7 ) respect to :i*-- 7aa7 all labor]s & me*anics employ$ on ! qualifi$ electrification project are paid wages at rates n less ?an ^? prevail+ on projects ( a "* simil> 9 ! locality2 & 7bb7 ! c]tifi$ contractor company or qualifi$ provid] is n eligible = a high] paym5t "u subp>agraph 7,d74 7,d7 ,maximum inc5tive 7i7 ,9 g5]al ,) respect to ea* qualifi$ electrification project describ$ 9 clause 7ii71 ! ,secret>y %all provide a paym5t ( #ejj to ! c]tifi$ contractor company or qualifi$ provid] c>ry+ out ! qualifi$ electrification project4 7ii7 ,qualifi$ electrification project describ$ ,a qualifi$ electrification project ref]r$ to 9 clause 7i7 is a qualifi$ electrification project-- 7,i7 t is c>ri$ out-- 7aa7 at a home or multifamily build+ t-- 7,,aa7 is locat$ 9 an und]s]v$ community or a ,tribal community2 or 7,,bb7 is c]tifi$1 or ! h\sehold ( ! home[n] ( :i* is c]tifi$1 z applicable1 z l[- or mod]ate-income2 & 7bb7 by a c]tifi$ contractor company or qualifi$ provid] t all[s = ! use ( collective b>ga9+ agreem5ts2 7,,ii7 = :i* a rebate is provid$ "u ?is subsection2 & 7,,iii7 ) respect to :i* all labor]s & me*anics employ$ on ! qualifi$ electrification project are paid wages at rates n less ?an ^? prevail+ on projects ( a "* simil> 9 ! locality4 7,e7 ,cl>ification ,an am\nt provid$ to a c]tifi$ contractor company or qualifi$ provid] "u any ( subp>agraphs 7,a7 ?r\gh 7,d7 %all be 9 addition to ! am\nt ( any high-effici5cy electric home rebate receiv$ by ! c]tifi$ contractor company or qualifi$ provid]4 7#e7 ,claim 7,a7 ,9 g5]al ,subject to p>agraph 7#b77;,b71 a home[n]1 a c]tifi$ contractor company1 or a qualifi$ provid] may claim a sep>ate high-effici5cy electric home rebate "u ?is subsection = ea* qualifi$ electrification project c>ri$ out at a home4 7,b7 ,transf] ,! ,secret>y %all e/abli% & publi% proc$ures pursuant to :i* a home[n] or own] ( a multifamily build+ may transf] ! "r to claim a rebate "u ?is subsection to ! c]tifi$ contractor company or qualifi$ provid] c>ry+ out ! applicable qualifi$ electrification project4 7#f7 ,multifamily build+s 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 ! own] ( a multifamily build+ may comb9e ! am\nts ( high-effici5cy electric home rebates = ea* dwell+ unit 9 ! multifamily build+ into a s+le rebate1 subject to-- 7i7 ! condition t ! applicable qualifi$ electrification projects b5efit ea* dwell+ unit ) respect to :i* ! rebate is claim$2 & 7ii7 any maximum p]-dwell+ unit rate e/abli%$ by ! ,secret>y4 7,b7 ,co/s 7i7 ,9 g5]al ,subject to clause 7ii71 ! am\nt ( a rebate "u subp>agraph 7,a7 %all n exce$ #ej p]c5t ( ! total co/1 includ+ labor co/s1 ( ! applicable qualifi$ electrification projects4 7ii7 ,l[- or mod]ate-income build+s ,9 ! case ( a multifamily build+ t is c]tifi$ by ! ,secret>y z l[- or mod]ate-income1 ! am\nt ( a rebate "u subp>agraph 7,a7 %all n exce$ #ajj p]c5t ( ! total co/ ( ! applicable qualifi$ electrification projects4 7,c7 ,proc$ures ,! ,secret>y %all e/abli% & publi% proc$ures-- 7i7 pursuant to :i* ! own] ( a multifamily build+ may comb9e rebate am\nts 9 accordance ) ?is subsection2 & 7ii7 = ! en=cem5t ( any limitations "u ?is subsection4 7#g7 ,process 7,a7 ,rebate process ,n lat] ?an ,july #a1 #bjbb1 ! ,secret>y %all e/abli% a rebate process+ sy/em t provides imm$iate price relief = consum]s :o pur*ase & h in/all$ qualifi$ electrification projects1 9 accordance ) ?is section4 7,b7 ,qualifi$ electrification project li/ 7i7 ,9 g5]al ,n lat] ?an ,july #a1 #bjbb1 ! ,secret>y %all publi% a li/ ( qualifi$ electrification projects = :i* a high-effici5cy electric home rebate may be provid$ "u ?is subsection t includes1 at a m9imum1 ! qualifi$ electrification projects describ$ 9 subsection 7d77#aa77;,a74 7ii7 ,requirem5ts ,! li/ publi%$ "u clause 7i7 %all include specifications = ea* qualifi$ electrification project includ$ on ! li/1 includ+-- 7,i7 appropriate c]tifications "u ! ,en]gy ,/> program2 & 7,,ii7 o!r applicable requirem5ts1 su* z requirem5ts relat+ to grid-int]active capability4 7iii7 ,updates 7,i7 ,9 g5]al ,n less frequ5tly ?an once e #c ye>s & subject to subclause 7,,ii71 ! ,secret>y %all publi% an updat$ li/ ( qualifi$ electrification projects = :i* a high-effici5cy electric home rebate may be provid$ "u ?is subsection4 7,,ii7 ,limitation ,an updat$ li/ "u subclause 7,i7 %all n all[ = any r$uctions 9 effici5cy levels = qualifi$ electrification projects includ$ on ! updat$ li/ t are bel[ an effici5cy level provid$ 9 a previ\sly publi%$ v]sion ( ! li/4 7c7 ,special provisions = l[- & mod]ate-income h\seholds & multifamily build+s 7#a7 ,maximum am\nts ,) respect to a qualifi$ electrification project c>ri$ out at a location describ$ 9 p>agraph 7#b7-- 7,a7 a high-effici5cy electric home rebate %all be equal to-- 7i7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7b77#b77;,a77i71 n m ?an #a1gej2 7ii7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7b77#b77;,a77ii7-- 7,i7 7aa7 n m ?an #f1jjj if ! applicable heat pump ,,hvac sy/em has a heat+ capacity ( n less ?an #bg1ejj ,btu p] h\r2 or 7bb7 n m ?an #g1jjj if ! applicable heat pump ,,hvac sy/em meets ,en]gy ,/> program cold climate crit]ia & is in/all$ 9 a cold climate1 z det]m9$ by ! ,secret>y2 & 7,,ii7 7aa7 n m ?an #c1jjj if ! applicable heat pump ,,hvac sy/em has a heat+ capacity ( less ?an #bg1ejj ,btu p] h\r2 or 7bb7 n m ?an #c1ejj if ! applicable heat pump ,,hvac sy/em meets ,en]gy ,/> program cold climate crit]ia & is in/all$ 9 a cold climate1 z det]m9$ by ! ,secret>y2 7iii7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7b77#b77;,a77iii71 n m ?an #hdj2 7iv7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7b77#b77;,a77iv71 n m ?an #d1jjj2 7v7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7b77#b77;,a77v7 t in/alls insulation & air seal+1 n m ?an #a1fjj2 & 7vi7 9 ! case ( a qualifi$ electrification project describ$ 9 subsection 7b77#b77;,a77vi71 n m ?an an am\nt det]m9$ by ! ,secret>y = t qualifi$ electrification project1 subject to subp>agraph 7,b72 7,b7 ! maximum total am\nt ( high-effici5cy electric home rebates t may be aw>d$ ) respect to ea* home ( a home[n] %all be #ad1jjj2 & 7,c7 ! am\nt ( a high-effici5cy electric home rebate may be us$ to cov] n m ?an #ajj p]c5t ( ! co/s1 includ+ labor co/s1 ( ! applicable qualifi$ electrification project4 7#b7 ,location describ$ ,! maximum am\nts describ$ 9 p>agraph 7#a7 %all apply to-- 7,a7 a home-- 7i7 ) respect to :i* ! h\sehold ( ! home[n] is c]tifi$ z l[- or mod]ate-income2 7ii7 t is locat$ 9 a ,tribal community2 or 7iii7 9 ! case ( a home t is r5t$1 ) respect to :i* ! h\sehold ( ! r5t] is c]tifi$ z l[- or mod]ate-income2 or 7,b7 a multifamily build+-- 7i7 t-- 7,i7 is c]tifi$ z l[- or mod]ate-income2 or 7,,ii7 is locat$ 9 a ,tribal community2 & 7ii7 ) respect to :i* m ?an m ?an ( ! dwell+ units 9 ! multifamily build+-- 7,i7 are occupi$ by h\seholds ! annual h\sehold incomes ( :i* d n exce$ #hj p]c5t ( ! m$ian annual h\sehold income = ! area 9 :i* ! multifamily build+ is locat$2 & 7,,ii7 h av]age mon?ly r5tal prices t are equal to1 or less ?an1 an am\nt t is equal to #cj p]c5t ( ! av]age mon?ly h\sehold income = ! area 9 :i* ! multifamily build+ is locat$4 7#c7 ,requirem5t ,! ,secret>y may provide a rebate 9 an am\nt describ$ 9 p>agraph 7#a7 to ! own] ( a multifamily build+ or home 79 ! case ( a home t is r5t$7 t meets ! requirem5ts ( ?is section if ! own] agrees 9 writ+ to provide comm5surate b5efits ( future sav+s to r5t]s 9 ! multifamily build+ or home4 7d7 ,def9itions ,9 ?is section3 7#a7 ,c]tifi$ contractor ,! t]m c]tifi$ contractor means a contractor ) a c]tification reflect+ tra9+1 education1 or o!r te*nical exp]tise relat+ to qualifi$ electrification projects = resid5tial build+s1 z id5tifi$ by ! ,secret>y4 7#b7 ,c]tifi$ contractor company ,! t]m c]tifi$ contractor company means a company-- 7,a7 ! bus9ess ( :i* is to provide s]vices-- 7i7 to resid5tial build+ own]s2 & 7ii7 = :i* a rebate may be provid$ pursuant to ?is section2 7,b7 t holds ! lic5ses & insurance requir$ by ! ,/ate 9 :i* ! company provides s]vices2 & 7,c7 t employs #a or m c]tifi$ contractors t p]=m ! s]vices = :i* a rebate may be provid$ "u ?is section4 7#c7 ,electric load or s]vice c5t] upgrade ,! t]m electric load or s]vice c5t] upgrade means an improvem5t to a circuit break] panel t enables ! in/allation & use (-- 7,a7 a ,,qep describ$ 9 any ( subclauses 7,,ii7 ?r\gh 7,,iv7 ( p>agraph 7#i77;,a77i72 or 7,b7 a ,,qep describ$ 9 any ( subclauses 7,i7 ?r\gh 7,,iii7 ( p>agraph 7#i77;,a77ii74 7#d7 ,en]gy /> program ,! t]m ,en]gy ,/> program means ! program e/abli%$ by section #cbd;,a ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fbid;a74 7#e7 ,heat pump ,! t]m heat pump means a heat pump us$ = wat] heat+1 space heat+1 or space cool+ t-- 7,a7 relies solely on electricity = its s\rce ( p[]2 & 7,b7 is air-s\rc$1 geo!rmal- or gr\nd-s\rc$1 or wat]-s\rc$4 7#f7 ,high-effici5cy electric home rebate ,! t]m high-effici5cy electric home rebate means a rebate provid$ 9 accordance ) subsection 7b74 7#g7 ,home ,! t]m home means ea* (-- 7,a7 a build+ ) n m ?an #d dwell+ units1 individual condom9ium units1 or manufactur$ h\s+ units1 t-- 7i7 is locat$ 9 a ,/ate2 & 7ii7 7,i7 is ! prim>y resid5ce (-- 7aa7 ! own] ( t build+1 condom9ium unit1 or manufactur$ h\s+ unit1 z applicable2 or 7bb7 a r5t]2 or 7,,ii7 is a new-con/ruction s+le-family resid5tial home2 & 7,b7 a unit ( a multifamily build+ t-- 7i7 is own$ by an individual :o is n ! own] ( ! multifamily build+2 7ii7 is locat$ 9 a ,/ate2 & 7iii7 is ! prim>y resid5ce (-- 7,i7 ! own] ( t unit2 or 7,,ii7 a r5t]4 7#h7 ,,hvac ,! t]m ,,hvac means heat+1 v5tilation1 & air condition+4 7#i7 ,l[- or mod]ate-income ,! t]m l[- or mod]ate-income1 ) respect to a h\sehold1 means a h\sehold-- 7,a7 ) an annual income t is less ?an #hj p]c5t ( ! annual m$ian income ( ! area 9 :i* ! h\sehold is locat$1 :i* su* annual m$ian income ( ! area is det]m9$ accord+ to publicly available data2 or 7,b7 t is l[-income z det]m9$ by ! ,secret>y4 7#aj7 ,multifamily build+ ,! t]m multifamily build+ means any build+-- 7,a7 ) #e or m dwell+ units t-- 7i7 are built on top ( "o ano!r or side-by-side2 7ii7 may %>e common facilities2 & 7,b7 t is n a home2 & 7,c7 t is n on a milit>y base4 7#aa7 ,qualifi$ electrification project2 ,,qep 7,a7 ,9 g5]al ,! t]ms qualifi$ electrification project & ,,qep mean a project t1 z applicable-- 7i7 in/alls1 or enables ! in/allation & use (1 9 a home or multifamily build+-- 7,i7 an electric load or s]vice c5t] upgrade2 7,,ii7 an electric heat pump2 7,,iii7 an induction or non9duction electric /ove1 cooktop1 range1 or ov52 7,,iv7 an electric heat pump clo!s dry]2 or 7,v7 insulation1 air seal+1 & v5tilation1 9 accordance ) requirem5ts e/abli%$ by ! ,secret>y2 or 7ii7 in/alls1 or enables ! in/allation & use (1 9 a home or multifamily build+ describ$ 9 subp>agraph 7,b7-- 7,i7 a sol> photovoltaic sy/em1 includ+ any electrical equipm5t1 wir+1 or o!r compon5ts necess>y = ! in/allation & use ( ! sol> photovoltaic sy/em1 includ+ a batt]y /orage sy/em2 7,,ii7 electric vehicle *>g+ infra/ructure or electric vehicle support equipm5t necess>y to re*>ge an electric vehicle on-site2 or 7,,iii7 electrical rewir+1 p[] %>+ plugs1 or o!r in/allation tasks directly relat$ to & necess>y = ! safe & effective function+ ( a ,,qep 9 a home or multifamily build+4 7,b7 ,home or multifamily build+ describ$ ,a home or multifamily build+ ref]r$ to 9 subp>agraph 7,a77ii7 is a home or multifamily build+ t is c]tifi$1 or ! h\sehold ( ! home[n] ( :i* is c]tifi$1 z applicable1 z l[- or mod]ate-income4 7,c7 ,exclusions ,! t]ms qualifi$ electrification project & ,,qep d n include any project ) respect to :i* ! appliance1 sy/em1 equipm5t1 infra/ructure1 compon5t1 or o!r item describ$ 9 clause 7i7 or 7ii7 ( subp>agraph 7,a7 is n c]tifi$ "u ! ,en]gy ,/> program if1 z ( ! date on :i* ! project is c>ri$ out1 ! item is ( a category = :i* a c]tification is provid$ "u t program4 7#ab7 ,qualifi$ provid] ,! t]m qualifi$ provid] means an electric utility1 ,tribal-own$ entity or ,tribally ,designat$ ,h\s+ ,entity 7,,tdhe71 or comm]cial1 nonpr(it1 or gov]nm5t entity1 includ+ a retail] & a c]tifi$ contractor company1 t provides s]vices = :i* a rebate may be provid$ pursuant to ?is section = #a or m portfolios t consi/ ( #a or m qualifi$ electrification projects4 7#ac7 ,sol> photovoltaic sy/em ,! t]m sol> photovoltaic sy/em means a sy/em-- 7,a7 plac$ on-site at a home or multifamily build+1 or z "p ( ! community ( ! home or multifamily build+2 & 7,b7 t g5]ates electricity f ! sun specifically = ! home1 multifamily build+1 or community4 7#ad7 ,/ate ,! t]m ,/ate means a ,/ate1 ! ,di/rict ( ,columbia1 or any t]ritory or possession ( ! ,unit$ ,/ates4 7#ae7 ,tribal community ,! t]m ,tribal community means a ,tribal tract or ,tribal block gr\p4 7#af7 ,und]s]v$ community ,! t]m und]s]v$ community means a community locat$ 9 a c5sus tract t is id5tifi$ by ! ,secret>y z-- 7,a7 a l[- or mod]ate-income community2 or 7,b7 a community ( racial or e?nic m9ority conc5tration4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,! table ( cont5ts = ! ,en]gy ,policy ,act ( #bjje 7,public ,law #aji-eh2 #aai ,/at4 #eid7 is am5d$ by /rik+ ! item relat+ to section #abd & ins]t+ ! foll[+3 ,sec4 #abd4 ,high-,effici5cy ,electric ,home ,rebate ,program4 4 7#b7 ,section #cbja7;c77#b77;,a77i7 ( ! ,en]gy ,act ( #bjbj 7#db ,u4,s4,c4 #agbcb7;c77#b77;,a77i77 is am5d$ by /rik+ 7a7 ea* place x appe>s4 #b ,build+ ,effici5cy & ,resili5ce #cjdba4 ,critical facility mod]nization 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjca1 to provide f9ancial assi/ance to ,/ates to develop & implem5t ,/ate programs describ$ 9 subsection 7d77#e7 ( section #cfb ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb71 z "p ( an approv$ ,/ate en]gy cons]vation plan "u t section1 to be di/ribut$ to ,/ates 9 accordance ) ! =mula = ! ,/ate ,en]gy ,program e/abli%$ 9 "p #dbj ( title #aj1 ,code ( ,f$]al ,regulations 7z 9 effect on ,janu>y #a1 #bjba71 to c>ry out projects to improve ! en]gy resili5ce ( public or nonpr(it build+s1 includ+ projects to increase ! en]gy effici5cy & grid integration ( public or nonpr(it build+s or ! r5ewable en]gy us$ at public or nonpr(it build+s4 7b7 ,use ( funds 7#a7 ,guidel9es ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all issue guidel9es = measures = ,/ates to include 9 any program ) respect to :i* a ,/ate receives f9ancial assi/ance "u ?is section4 7#b7 ,adm9i/rative exp5ses ,a ,/ate receiv+ f9ancial assi/ance "u ?is section %all use n m ?an #aj p]c5t = adm9i/rative purposes4 7#c7 ,no mat*+ funds requirem5t ,! ,secret>y may n require a ,/ate receiv+ f9ancial assi/ance "u ?is section to provide mat*+ funds4 7#d7 ,exemption ,activities c>ri$ out us+ funds appropriat$ "u subsection 7a7 %all n be subject to ! exp5diture prohibitions & limitations ( ! ,/ate ,en]gy ,program "u section #dbj4ah ( title #aj1 ,code ( ,f$]al ,regulations4 7c7 ,def9itions ,9 ?is section3 7#a7 ,en]gy resili5ce ,! t]m en]gy resili5ce means ! ability to )/& & quickly recov] f an en]gy supply disruption4 7#b7 ,public or nonpr(it build+ ,! t]m public or nonpr(it build+ means a public or nonpr(it build+ describ$ 9 section #cfb7;d77#e77;,b7 ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb7;d77#e77;,b774 7#c7 ,/ate ,! t]m ,/ate has ! mean+ giv5 ! t]m 9 section #c ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fbjb74 #cjdbb4 ,assi/ance = late/ & z]o build+ en]gy code adoption 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out activities "u "p ,d ( title ,,iii ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcba ?r\gh #fcbf7 9 accordance ) subsection 7b72 & 7#b7 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out activities "u "p ,d ( title ,,iii ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcba ?r\gh #fcbf7 9 accordance ) subsection 7c74 7b7 ,late/ build+ en]gy code ,! ,secret>y ( ,en]gy %all use funds made available "u subsection 7a77#a7 = grants to assi/ ,/ates1 & units ( local gov]nm5t t h au?ority to adopt build+ codes1 to-- 7#a7 adopt-- 7,a7 a build+ en]gy code 7or codes7 = resid5tial build+s t meets or exce$s ! #bjba ,int]national ,en]gy ,cons]vation ,code1 or a*ieves equival5t or great] en]gy sav+s2 7,b7 a build+ en]gy code 7or codes7 = comm]cial build+s t meets or exce$s ! ,,ansi_/,,a%rae_/,,ies ,/&>d #ij4a-bjai1 or a*ieves equival5t or great] en]gy sav+s2 or 7,c7 any comb9ation ( build+ en]gy codes describ$ 9 subp>agraph 7,a7 or 7,b72 & 7#b7 implem5t a plan = ! jurisdiction to a*ieve full compliance ) any build+ en]gy code adopt$ "u p>agraph 7#a7 9 new & r5ovat$ resid5tial or comm]cial build+s1 z applicable1 :i* plan %all include active tra9+ & en=cem5t programs & measurem5t ( ! rate ( compliance ea* ye>4 7c7 ,z]o en]gy code ,! ,secret>y ( ,en]gy %all use funds made available "u subsection 7a77#b7 = grants to assi/ ,/ates1 & units ( local gov]nm5t t h au?ority to adopt build+ codes1 to-- 7#a7 adopt a build+ en]gy code 7or codes7 = resid5tial & comm]cial build+s t meets or exce$s ! z]o en]gy provisions 9 ! #bjba ,int]national ,en]gy ,cons]vation ,code or an equival5t /ret* code2 & 7#b7 implem5t a plan = ! jurisdiction to a*ieve full compliance ) any build+ en]gy code adopt$ "u p>agraph 7#a7 9 new & r5ovat$ resid5tial & comm]cial build+s1 :i* plan %all include active tra9+ & en=cem5t programs & measurem5t ( ! rate ( compliance ea* ye>4 7d7 ,/ate mat* ,! ,/ate co/ %>e requirem5t "u ! item relat+ to ,dep>tm5t ( ,en]gy--,en]gy ,cons]vation 9 title ,,ii ( ! ,dep>tm5t ( ! ,int]ior & ,relat$ ,ag5cies ,appropriations ,act1 #aihe 7#db ,u4,s4,c4 #fcbc;a2 #ih ,/at4 #ahfa7 %all n apply to assi/ance provid$ "u ?is section4 7e7 ,/ate def9$ ,9 ?is section1 ! t]m ,/ate has ! mean+ giv5 t t]m 9 section #c ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fbjb74 7f7 ,adm9i/rative co/s ,( ! am\nts made available "u ?is section1 ! ,secret>y %all res]ve #e p]c5t = adm9i/rative co/s necess>y to c>ry out ?is section4 #c ,z]o-emissions vehicle infra/ructure #cjdca4 ,z]o-emissions vehicle infra/ructure grants 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available ?r\gh ,septemb] #cj1 #bjbh1 to be di/ribut$ to ,/ates 9 accordance ) ! =mula = ! ,/ate ,en]gy ,program e/abli%$ 9 "p #dbj ( title #aj1 ,code ( ,f$]al ,regulations 7z 9 effect on ,janu>y #a1 #bjba7-- 7#a7 #fjj1jjj1jjj to c>ry out a program to provide f9ancial assi/ance to ,/ates to develop & implem5t ,/ate programs describ$ 9 subsection 7d77#e7 ( section #cfb ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb71 z "p ( an approv$ ,/ate en]gy cons]vation plan "u t section1 to c>ry out projects to build out publicly accessible level #b electric vehicle supply equipm5t 9 rural communities or und]s]v$ or disadvantag$ communities2 7#b7 #bjj1jjj1jjj to c>ry out a program to provide f9ancial assi/ance to ,/ates to develop & implem5t ,/ate programs describ$ 9 subsection 7d77#e7 ( section #cfb ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb71 z "p ( an approv$ ,/ate en]gy cons]vation plan "u t section1 to c>ry out projects to build out publicly accessible network$ direct curr5t fa/ *>ge electric vehicle supply equipm5t 9 rural communities or und]s]v$ or disadvantag$ communities2 & 7#c7 #bjj1jjj1jjj to c>ry out a program to provide f9ancial assi/ance to ,/ates to develop & implem5t ,/ate programs describ$ 9 subsection 7d77#e7 ( section #cfb ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb71 z "p ( an approv$ ,/ate en]gy cons]vation plan "u t section1 to c>ry out projects to build out hydrog5 fuel+ /ations 9 rural communities or und]s]v$ or disadvantag$ communities4 7b7 ,requirem5ts 7#a7 ,measures ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all e/abli% requirem5ts = measures to be includ$ 9 any program ) respect to :i* a ,/ate receives f9ancial assi/ance "u ?is section4 7#b7 ,adm9i/rative exp5ses ,a ,/ate receiv+ f9ancial assi/ance "u ?is section %all use n m ?an #e p]c5t = adm9i/rative purposes4 7#c7 ,no mat*+ funds requirem5t ,! ,secret>y may n require a ,/ate receiv+ f9ancial assi/ance "u ?is section to provide mat*+ funds4 7#d7 ,eligible entities ,f9ancial assi/ance provid$ by a ,/ate us+ funds made available "u ?is section %all only be available to eligible entities4 7#e7 ,?ird-p>ty contracts ,a ,/ate or eligible entity may ent] into a contract ) a private ?ird-p>ty entity = ! build out ( electric vehicle supply equipm5t or hydrog5 fuel+ /ations "u subsection 7a74 7#f7 ,use ( private prop]ty ,a ,/ate or eligible entity may ent] into an agreem5t = ! use ( publicly accessible private prop]ty4 7#g7 ,limitation ,! ,secret>y %all ensure t no entity receives a pr(it = access to or ho/+ ( electric vehicle supply equipm5t or hydrog5 fuel+ /ations built out "u a contract ent]$ into "u p>agraph 7#e7 or pursuant to an agreem5t ent]$ into "u p>agraph 7#f71 except t ! ,secret>y %all det]m9e an appropriate am\nt ( pr(it t an entity may receive = ! sale ( electricity or hydrog5 & ! op]ation & ma9t5ance ( su* electric vehicle supply equipm5t or hydrog5 fuel+ /ations4 7#h7 ,reallocation ( funds ,a ,/ate %all return to ! ,secret>y any funds receiv$ "u subsection 7a7 t ! ,/ate does n aw>d )9 #c ye>s ( receiv+ su* funds1 & ! ,secret>y %all reallocate su* funds to o!r ,/ates4 7c7 ,def9itions ,9 ?is section3 7#a7 ,electric vehicle supply equipm5t ,! t]m electric vehicle supply equipm5t means any conductors1 includ+ ungr\nd$1 gr\nd$1 & equipm5t gr\nd+ conductors1 electric vehicle connectors1 atta*m5t plugs1 & all o!r fitt+s1 devices1 p[] outlets1 electrical equipm5t1 /ation>y en]gy /orage sy/ems1 (f-grid *>g+ in/allations1 or app>atuses in/all$ specifically = ! purpose ( deliv]+ en]gy to an electric vehicle or to a batt]y int5d$ to be us$ 9 an electric vehicle4 7#b7 ,eligible entity ,! t]m eligible entity means a local1 ,tribal1 or t]ritorial gov]nm5t1 a n-=-pr(it entity1 a nonpr(it entity1 a metropolitan plann+ organization1 or an entity ) few] ?an #ej employees1 z det]m9$ by ! ,secret>y4 7#c7 ,level #b electric vehicle supply equipm5t ,! t]m level #b electric vehicle supply equipm5t means electric vehicle supply equipm5t t provides an alt]nat+ curr5t p[] s\rce at a m9imum ( #bjh volts4 7#d7 ,network$ direct curr5t fa/ *>ge electric vehicle supply equipm5t ,! t]m network$ direct curr5t fa/ *>ge electric vehicle supply equipm5t means electric vehicle supply equipm5t t is capable ( provid+ a direct curr5t p[] s\rce at a m9imum ( #ej kil[atts & is enabl$ to connect to a network to facilitate at lea/ data collection & access4 7#e7 ,private ?ird-p>ty entity ,! t]m private ?ird-p>ty entity means a non-gov]nm5tal entity1 includ+ a private bus9ess1 t is able to contract ) ! ,/ate or an eligible entity to c>ry out projects to build out electric vehicle supply equipm5t or hydrog5 fuel+ /ations4 7#f7 ,publicly accessible ,! t]m publicly accessible means available to memb]s ( ! public1 includ+ )9 or ar\nd-- 7,a7 multiunit h\s+ /ructures2 7,b7 workplaces2 7,c7 comm]cial locations t are accessible = a m9imum ( #ab h\rs p] day at lea/ #e days a week1 & capable ( be+ monitor$ remotely2 or 7,d7 o!r locations t are accessible = a m9imum ( #ab h\rs p] day at lea/ #e days a week1 & capable ( be+ monitor$ remotely4 7#g7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,en]gy4 7#h7 ,und]s]v$ or disadvantag$ community ,! t]m und]s]v$ or disadvantag$ community means a community or geographic area t is id5tifi$ by ! ,secret>y z-- 7,a7 a l[-income community2 7,b7 a ,tribal community2 7,c7 hav+ a disproportionately l[ numb] ( electric vehicle *>g+ /ations p] capita1 comp>$ to simil> areas2 or 7,d7 disproportionately vuln]able to1 or be>+ a disproportionate burd5 (1 any comb9ation ( economic1 social1 environm5tal1 or climate /ressors4 #d ,,doe ,loan & ,grant ,programs #cjdda4 ,fund+ = ,dep>tm5t ( ,en]gy ,loan ,programs ,(fice 7a7 ,commitm5t au?ority ,9 addition to commitm5t au?ority o!rwise available & previ\sly provid$1 ! ,secret>y ( ,en]gy may make commitm5ts to gu>antee loans = eligible projects "u section #agjc ( ! ,en]gy ,policy ,act ( #bjje up to a total pr9cipal am\nt ( #dj1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf3 ,provid$1 ,t = am\nts collect$ pursuant to section #agjb7;b77#b7 ( ! ,en]gy ,policy ,act ( #bjje1 ! s\rce ( su* paym5t receiv$ f borr[]s may n be a loan or o!r debt obligation t is gu>ante$ by ! ,f$]al ,gov]nm5t3 ,provid$ fur!r1 ,t none ( ! loan gu>antee au?ority made available by ?is section %all be available = any project unless ! ,presid5t has c]tifi$ 9 advance 9 writ+ t ! loan gu>antee & ! project comply ) ! provisions "u ?is section3 ,provid$ fur!r1 ,t none ( su* loan gu>antee au?ority made available by ?is section %all be available = commitm5ts to gu>antee loans = any projects :]e funds1 p]sonnel1 or prop]ty 7tangible or intangible7 ( any ,f$]al ag5cy1 in/rum5tality1 p]sonnel1 or affiliat$ entity are expect$ to be us$ 7directly or indirectly7 ?r\gh acquisitions1 contracts1 demon/rations1 ex*anges1 grants1 inc5tives1 leases1 procurem5ts1 sales1 o!r transaction au?ority1 or o!r arrangem5ts1 to support ! project or to obta9 goods or s]vices f ! project3 ,provid$ fur!r1 ,t ! previ\s proviso %all n be int]pret$ z preclud+ ! use ( ! loan gu>antee au?ority provid$ by ?is section = commitm5ts to gu>antee loans =-- 7#a7 projects z a result ( su* projects b5efitt+ f o!rwise all[able ,f$]al tax b5efits2 7#b7 projects z a result ( su* projects b5efitt+ f be+ locat$ on ,f$]al l& pursuant to a lease or "r-(-way agreem5t = :i* all consid]ation = all uses is-- 7,a7 paid exclusively 9 ca%2 7,b7 deposit$ 9 ! ,treasury z (fsett+ receipts2 & 7,c7 equal to ! fair m>ket value2 7#c7 projects z a result ( su* projects b5efitt+ f ! ,f$]al insurance program "u section #agj ( ! ,atomic ,en]gy ,act ( #aied 7#db ,u4,s4,c4 #bbaj72 or 7#d7 electric g5]ation projects us+ transmission facilities own$ or op]at$ by a ,f$]al ,p[] ,m>ket+ ,adm9i/ration or ! ,t5nessee ,valley ,au?ority t h be5 au?oriz$1 approv$1 & f9anc$ indep5d5t ( ! project receiv+ ! gu>antee4 7b7 ,appropriation ,9 addition to am\nts o!rwise available & previ\sly provid$1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1fjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! co/s ( gu>antees made "u section #agjc ( ! ,en]gy ,policy ,act ( #bjje1 us+ ! loan gu>antee au?ority provid$ "u subsection 7a7 ( ?is section4 7c7 ,adm9i/rative exp5ses ,( ! am\nt made available "u subsection 7b71 ! ,secret>y ( ,en]gy %all res]ve #c p]c5t = adm9i/rative exp5ses to c>ry out title ,,xvii ( ! ,en]gy ,policy ,act ( #bjje & = c>ry+ out section #agjb7;h77#c7 ( su* ,act4 #cjddb4 ,advanc$ te*nology vehicle manufactur+ 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = ! co/s (-- 7#a7 provid+ direct loans "u section #acf7;d7 ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agjac7;d772 & 7#b7 provid+ direct loans1 9 accordance ) section #acf ( su* ,act1 = reequipp+1 exp&+1 or e/abli%+ a manufactur+ facility 9 ! ,unit$ ,/ates to produce1 or = eng9e]+ integration p]=m$ 9 ! ,unit$ ,/ates (-- 7,a7 a m$ium duty vehicle or a heavy duty vehicle2 or 7,b7 any ( ! foll[+ t emit1 "u any possible op]ational mode or condition1 z]o exhau/ emissions ( any gre5h\se gas3 7i7 ,a tra9 or locomotive4 7ii7 ,a m>itime vessel4 7iii7 ,an aircraft4 7iv7 ,hyp]loop te*nology4 7b7 ,adm9i/rative co/s ,! ,secret>y %all res]ve #be1jjj1jjj ( am\nts made available "u subsection 7a7 = adm9i/rative co/s ( provid+ loans z describ$ 9 subsection 7a74 7c7 ,elim9ation ( loan program cap ,section #acf7;d77#a7 ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agjac7;d77#a77 is am5d$ by /rik+ a total ( n m ?an #be1jjj1jjj1jjj 94 #cjddc4 ,dome/ic ,manufactur+ ,conv]sion ,grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1ejj1jjj1jjj1 to rema9 available until exp5d$1 = grants relat+ to dome/ic production ( plug-9 electric hybrid1 plug-9 electric drive1 & hydrog5 fuel cell electric vehicles1 9 accordance ) section #gab ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afjfb74 7b7 ,adm9i/rative co/s ,! ,secret>y %all res]ve #c p]c5t ( am\nts made available "u subsection 7a7 = adm9i/rative co/s ( mak+ grants describ$ 9 su* subsection 7a7 pursuant to section #gab ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afjfb74 #cjddd4 ,en]gy community re9ve/m5t f9anc+ ,title ,,xvii ( ! ,en]gy ,policy ,act ( #bjje is am5d$ by ins]t+ aft] section #agje 7#db ,u4,s4,c4 #afeaf7 ! foll[+3 #agjf4 ,en]gy community re9ve/m5t f9anc+ program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! co/ ( provid+ f9ancial support "u ?is section1 ! gross pr9cipal am\nt ( :i* %all n exce$ #bej1jjj1jjj1jjj4 7b7 ,e/abli%m5t ,not)/&+ section #agjb7;f7 & section #agjc1 & n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is section1 ! ,secret>y %all e/abli% a program to provide f9ancial support1 9 su* =m & on su* t]ms & conditions z ! ,secret>y det]m9es appropriate1 to eligible entities = ! purpose ( mak+ or enabl+ l[-c>bon re9ve/m5ts 9 en]gy communities1 :i* su* re9ve/m5ts may include-- 7#a7 support+ work]s :o are or h be5 engag$ 9 provid+1 or h be5 affect$ by ! provision (1 en]gy-int5sive goods or s]vices by help+ su* work]s f9d employm5t opportunities1 includ+ by provid+ tra9+ & education2 7#b7 r$evelop+ a community t is or 0 engag$ 9 provid+1 or has be5 affect$ by ! provision (1 en]gy-int5sive goods or s]vices2 7#c7 accel]at+ rem$iation ( environm5tal damage caus$ by ! provision ( en]gy-int5sive goods or s]vices2 & 7#d7 mitigat+ ! effects on cu/om]s ( any significant r$uction 9 ! c>bon int5sity ( goods or s]vices provid$ by ! eligible entity1 includ+ by ! co/-effective abatem5t ( gre5h\se gas emissions f cont9u+ op]ations & ! rep[]+1 retool+1 repurpos+1 r$evelop+1 or rem$iat+ ( any long-liv$ assets1 l&s1 or infra/ructure curr5tly or previ\sly us$ by ! eligible entity prim>ily to support ! provision ( en]gy-int5sive goods or s]vices4 7c7 ,application requirem5t ,to apply = f9ancial support provid$ "u ?is section1 an eligible entity %all submit to ! ,secret>y an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may require1 :i* su* application %all include-- 7#a7 a detail$ plan describ+ ! activities to be c>ri$ out 9 accordance ) subsection 7b71 includ+ activities = ! measurem5t1 monitor+1 & v]ification ( emissions ( gre5h\se gases2 & 7#b7 if ! eligible entity is a utility subject to regulation by a ,/ate commission or o!r ,/ate regulatory au?ority1 assurances1 z det]m9$ appropriate by ! ,secret>y1 t su* eligible entity %all pass ?r\gh any f9ancial b5efit f ! provision ( any f9ancial support "u ?is section to its cu/om]s or en]gy communities4 7d7 ,o!r requirem5ts 7#a7 ,fees ,not)/&+ section #agjb7;h77#a71 ! ,secret>y %all *>ge & collect a fee f ea* eligible entity t receiv$ f9ancial support provid$ "u ?is section 9 an am\nt ! ,secret>y det]m9es suffici5t to cov] applicable adm9i/rative exp5ses 7includ+ any co/s associat$ ) ?ird p>ty consultants engag$ by ! ,secret>y74 7#b7 ,specific ,appropriation or ,contribution ,any co/ = any f9ancial support provid$ "u ?is section %all be paid 9 accordance ) subsection 7b7 ( section #agjb 7= purposes ( :i* any ref]5ce 9 su* subsection to a gu>antee %all be consid]$ to be a ref]5ce to f9ancial support74 7e7 ,def9itions ,9 ?is section3 7#a7 ,co/ ,not)/&+ section #agja1 ! t]m co/ has ! mean+ giv5 su* t]m 9 section #ejb ( ! ,f$]al ,cr$it ,re=m ,act ( #aiij 7#b ,u4,s4,c4 #ffa;a74 7#b7 ,eligible entity ,! t]m eligible entity means any entity t is directly affiliat$ ) ! provision ( en]gy-int5sive goods or s]vices4 7#c7 ,en]gy community ,! t]m en]gy community means a community ^: memb]s are or 7 engag$ 9 provid+1 or h be5 affect$ by ! provision (1 en]gy-int5sive goods & s]vices4 7#d7 ,f9ancial support ,! t]m f9ancial support means any cr$it product or support ! ,secret>y det]m9es appropriate to implem5t ?is section1 includ+-- 7,a7 a l9e ( cr$it2 & 7,b7 a gu>antee1 includ+ ( a lett] ( cr$it = ! purposes ( subsection 7b77#c74 4 #cjdde4 ,tribal ,en]gy ,loan ,gu>antee ,program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 to c>ry out section #bfjb7;c7 ( ! ,en]gy ,policy ,act ( #aiib 7#be ,u4,s4,c4 #cejb7;c774 7b7 ,inclusions 9 title ,,xvii def9ition ( gu>antee ,section #agja7d77;,b7 ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afeaa7d77;,b77 is am5d$ by /rik+ ! p]iod at ! end & ins]t+ &1 = purposes ( m9imiz+ f9anc+ co/s1 includes a gu>antee by ! ,secret>y ( #ajj p]c5t ( ! unpaid pr9cipal & int]e/ due on any obligation to ! ,f$]al ,f9anc+ ,bank44 7c7 ,dep>tm5t ( ,en]gy ,tribal ,en]gy ,loan ,gu>antee ,program ,section #bfjb7;c7 ( ! ,en]gy ,policy ,act ( #aiib 7#be ,u4,s4,c4 #cejb7;c77 is am5d$-- 7#a7 9 p>agraph 7#a71 by /rik+ 7z def9$ 9 section #ejb ( ! ,f$]al ,cr$it ,re=m ,act ( #aiij 7#b ,u4,s4,c4 #ffa;a77 = an am\nt equal to n m ?an #ij p]c5t ( & ins]t+ 7z def9$ 9 section #agja ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afeaa77 =2 & 7#b7 9 p>agraph 7#d71 by /rik+ #b1jjj1jjj1jjj & ins]t+ #bj1jjj1jjj1jjj4 #e ,electric transmission #cjdea4 ,transmission l9e & int]tie inc5tives 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjcj1 #a1ejj1jjj1jjj = purposes ( provid+ grants "u subsection 7b7 & = adm9i/rative exp5ses associat$ ) c>ry+ out ?is section1 & #ejj1jjj1jjj = ! co/s ( provid+ direct loans "u subsection 7b73 ,provid$1 ,t ! ,secret>y %all n ent] into any loan agreem5t pursuant to ?is section t c\ld result 9 disbursem5ts aft] ,septemb] #cj1 #bjca1 or any grant agreem5t pursuant to ?is section t c\ld result 9 any outlays aft] ,septemb] #cj1 #bjca3 ,provid$ fur!r1 ,t none ( su* loan au?ority made available by ?is section %all be available = loans = any projects :]e funds1 p]sonnel1 or prop]ty 7tangible or intangible7 ( any ,f$]al ag5cy1 in/rum5tality1 p]sonnel1 or affiliat$ entity are expect$ to be us$ 7directly or indirectly7 ?r\gh acquisitions1 contracts1 demon/rations1 ex*anges1 grants1 inc5tives1 leases1 procurem5ts1 sales1 o!r transaction au?ority1 or o!r arrangem5ts to support ! project or to obta9 goods or s]vices f ! project3 ,provid$ fur!r1 ,t ! previ\s proviso %all n be int]pret$ z preclud+ ! use ( ! loan au?ority provid$ by ?is section = commitm5ts to loans =3 7#a7 projects b5efitt+ f o!rwise all[able ,f$]al tax b5efits2 7#b7 projects b5efitt+ f be+ locat$ on ,f$]al l& pursuant to a lease or "r-(-way agreem5t = :i* all consid]ation = all uses is3 7,a7 paid exclusively 9 ca%2 7,b7 deposit$ 9 ! ,treasury z (fsett+ receipts2 & 7,c7 equal to ! fair m>ket value2 7#c7 projects b5efitt+ f ! ,f$]al insurance program "u section #agj ( ! ,atomic ,en]gy ,act ( #aied 7#db ,u4,s4,c4 #bbaj72 or 7#d7 electric g5]ation projects us+ transmission facilities own$ or op]at$ by a ,f$]al ,p[] ,m>ket+ ,adm9i/ration or ! ,t5nessee ,valley ,au?ority t h be5 au?oriz$1 approv$1 & f9anc$ indep5d5t ( ! project receiv+ ! gu>antee3 ,provid$ fur!r1 ,t none ( ! loan au?ority made available by ?is section %all be available = any project unless ! ,presid5t has c]tifi$ 9 advance 9 writ+ t ! loan & ! project comply ) ! provisions "u ?is section4 7b7 ,9 g5]al ,except z provid$ 9 subsection 7c71 ! ,secret>y ( ,en]gy may provide grants & direct loans to eligible entities to con/ruct new1 or make upgrades to exi/+1 eligible transmission l9es or eligible int]ties1 includ+ ! relat$ facilities !re(1 if ! ,secret>y ( ,en]gy det]m9es t su* con/ruction or upgrade w\ld support-- 7#a7 a m robu/ & resili5t electric grid2 & 7#b7 ! integration ( electricity f a clean en]gy facility into ! electric grid4 7c7 ,o!r requirem5ts 7#a7 ,int]e/ rates ,! ,secret>y ( ,en]gy %all det]m9e ! rate ( int]e/ to *>ge on direct loans provid$ "u subsection 7b7 by tak+ into consid]ation m>ket yields on out/&+ m>ketable obligations ( ! ,unit$ ,/ates ( comp>able maturities z ( ! date ! loan is disburs$4 7#b7 ,recov]y ( co/s = grants ,a grant provid$ "u ?is section may n be us$ to cov] ! portion ( co/s = ! con/ruction ( new1 or = mak+ upgrades to exi/+1 eligible transmission l9es or eligible int]ties1 includ+ ! relat$ facilities !re(1 t are approv$ = recov]y ?r\gh a ,transmission ,organization1 regional plann+ au?ority1 gov]n+ or ratemak+ body ( an electric coop]ative1 ,/ate commission1 or ano!r simil> body4 7#c7 ,no duplicate assi/ance ,no eligible entity may receive bo? a grant & a direct loan = ! same con/ruction (1 or upgrade to1 an eligible transmission l9e or eligible int]tie "u ?is section4 7d7 ,def9itions ,9 ?is section3 7#a7 ,clean en]gy facility ,! t]m clean en]gy facility means any electric g5]at+ unit t does n emit c>bon dioxide4 7#b7 ,direct loan ,! t]m direct loan means a disbursem5t ( funds by ! ,gov]nm5t to a non-,f$]al borr[] "u a contract t requires ! repaym5t ( su* funds ) or )\t int]e/4 ,! t]m includes ! pur*ase (1 or p>ticipation 91 a loan made by ano!r l5d] & f9anc+ arrangem5ts t def] paym5t = m ?an #ij days1 includ+ ! sale ( a gov]nm5t asset on cr$it t]ms4 7#c7 ,eligible entity ,! t]m eligible entity means a non-,f$]al entity4 7#d7 ,eligible int]tie ,! t]m eligible int]tie means-- 7,a7 any int]ties across ! seam betwe5 ! ,we/]n ,int]connection & ! ,ea/]n ,int]connection2 7,b7 ! ,pacific ,nor?we/-,pacific ,s\?we/ ,int]tie2 7,c7 any int]ties betwe5 ! ,electric ,reliability ,c\ncil ( ,texas & ! ,we/]n ,int]connection or ! ,ea/]n ,int]connection2 or 7,d7 su* o!r int]ties t ! ,secret>y det]m9es contribute to-- 7i7 a m robu/ & resili5t electric grid2 & 7ii7 ! integration ( electricity f a clean en]gy facility into ! electric grid4 7#e7 ,eligible transmission l9e ,! t]m eligible transmission l9e means an electric p[] transmission l9e t-- 7,a7 9 ! case ( new con/ruction "u subsection 7b71 has a transmitt+ capacity ( n less ?an #a1jjj megawatts2 7,b7 9 ! case ( an upgrade made "u subsection 7b71 ! upgrade to :i* w increase its transmitt+ capacity by n less ?an #ejj megawatts2 & 7,c7 is capable ( transmitt+ electricity-- 7i7 across any eligible int]tie2 7ii7 f an (f%ore w9d g5]at+ facility2 or 7iii7 along a r\te1 or 9 a corridor1 det]m9$ by ! ,secret>y ( ,en]gy to be necess>y to meet int]regional or national electricity transmission ne$s4 7#f7 ,/ate commission2 ,transmission ,organization ,! t]ms ,/ate commission & ,transmission ,organization h ! mean+s giv5 su* t]ms 9 section #c ( ! ,f$]al ,p[] ,act 7#af ,u4,s4,c4 #gif74 #cjdeb4 ,grants to facilitate ! sit+ ( int]/ate electricity transmission l9es 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #hjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = mak+ grants 9 accordance ) ?is section & = adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 7b7 ,use ( funds 7#a7 ,9 g5]al ,! ,secret>y may make a grant "u ?is section to a sit+ au?ority =1 ) respect to a cov]$ transmission project1 any ( ! foll[+ activities3 7,a7 ,/udies & analyses ( ! impacts ( ! cov]$ transmission project4 7,b7 ,exam9ation ( up to #c alt]nate sit+ corridors )9 :i* ! cov]$ transmission project feasibly c\ld be sit$4 7,c7 ,ho/+ & facilitation ( negotiations 9 settlem5t meet+s involv+ ! sit+ au?ority1 ! cov]$ transmission project applicant1 & oppon5ts ( ! cov]$ transmission project1 = ! purpose ( id5tify+ & address+ issues t are prev5t+ approval ( ! application relat+ to ! sit+ or p]mitt+ ( ! cov]$ transmission project4 7,d7 ,p>ticipation by ! sit+ au?ority 9 regulatory proce$+s or negotiations 9 ano!r jurisdiction1 or "u ! auspices ( a ,transmission ,organization 7z def9$ 9 section #c ( ! ,f$]al ,p[] ,act 7#af ,u4,s4,c4 #gif77 t is also consid]+ ! sit+ or p]mitt+ ( ! cov]$ transmission project4 7,e7 ,p>ticipation by ! sit+ au?ority 9 regulatory proce$+s at ! ,f$]al ,en]gy ,regulatory ,commission or a ,/ate regulatory commission = det]m9+ applicable rates & co/ allocation = ! cov]$ transmission project4 7,f7 ,o!r measures & actions t may improve ! *ances (1 & %ort5 ! "t requir$ =1 approval by ! sit+ au?ority ( ! application relat+ to ! sit+ or p]mitt+ ( ! cov]$ transmission project1 z ! ,secret>y det]m9es appropriate4 7#b7 ,economic developm5t ,! ,secret>y may make a grant "u ?is section to a sit+ au?ority1 or o!r ,/ate1 local1 or ,tribal gov]nm5tal entity1 = economic developm5t activities = communities t may be affect$ by ! con/ruction & op]ation ( a cov]$ transmission project1 provid$ t ! ,secret>y %all n ent] into any grant agreem5t pursuant to ?is section t c\ld result 9 any outlays aft] ,septemb] #cj1 #bjca4 7c7 ,conditions 7#a7 ,f9al decision on application ,9 ord] to receive a grant = an activity describ$ 9 subsection 7b77#a71 ! ,secret>y %all require a sit+ au?ority to agree1 9 writ+1 to rea* a f9al decision on ! application relat+ to ! sit+ or p]mitt+ ( ! applicable cov]$ transmission project n lat] ?an #b ye>s aft] ! date on :i* su* grant is provid$1 unless ! ,secret>y au?orizes an ext5sion = good cause4 7#b7 ,f$]al %>e ,! ,f$]al %>e ( ! co/ ( an activity describ$ 9 subp>agraph 7,d7 or 7,e7 ( subsection 7b77#a7 %all n exce$ #ej p]c5t4 7#c7 ,economic developm5t ,! ,secret>y may only disburse grant funds = economic developm5t activities "u subsection 7b77#b7-- 7,a7 to a sit+ au?ority ^u approval by ! sit+ au?ority ( ! applicable cov]$ transmission project2 & 7,b7 to any o!r ,/ate1 local1 or ,tribal gov]nm5tal entity ^u comm5cem5t ( con/ruction ( ! applicable cov]$ transmission project 9 ! area "u ! jurisdiction ( ! entity4 7d7 ,return+ funds ,if a sit+ au?ority t receives a grant = an activity describ$ 9 subsection 7b77#a7 fails to use all grant funds )9 #b ye>s ( receipt1 ! sit+ au?ority %all return to ! ,secret>y any su* unus$ funds4 7e7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ transmission project ,! t]m cov]$ transmission project means a high-voltage int]/ate or (f%ore electricity transmission l9e-- 7,a7 t is propos$ to be con/ruct$ & to op]ate at a m9imum ( #bge kilovolts ( ei!r alt]nat+-curr5t or direct-curr5t electric en]gy by an entity2 & 7,b7 = :i* su* entity has appli$1 or in=m$ a sit+ au?ority ( su* entity's int5t to apply1 = regulatory approval4 7#b7 ,sit+ au?ority ,! t]m sit+ au?ority means a ,/ate1 local1 or ,tribal gov]nm5tal entity ) au?ority to make a f9al det]m9ation reg>d+ ! sit+1 p]mitt+1 or regulatory /atus ( a cov]$ transmission project t is propos$ to be locat$ 9 an area "u ! jurisdiction ( ! entity4 7#c7 ,/ate ,! t]m ,/ate means a ,/ate1 ! ,di/rict ( ,columbia1 or any t]ritory or possession ( ! ,unit$ ,/ates4 #cjdec4 ,organiz$ :olesale electricity m>ket te*nical assi/ance grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dj1jjj1jjj1 to rema9 available until fiscal ye> #bjca1 = purposes ( c>ry+ out a program to provide-- 7#a7 te*nical assi/ance & grants to ,/ates to evaluate =m+1 p>ticipat+ 91 exp&+1 or improv+ organiz$ :olesale electricity m>kets2 & 7#b7 grants to ,/ates to procure data or te*nology sy/ems relat$ to =m+1 p>ticipat+ 91 exp&+1 or improv+ organiz$ :olesale electricity m>kets4 7b7 ,applications ,to apply = te*nical assi/ance or a grant provid$ "u ?is section1 a ,/ate %all submit to ! ,secret>y an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may require4 7c7 ,def9itions ,9 ?is section3 7#a7 ,indep5d5t ,sy/em ,op]ator2 ,regional ,transmission ,organization ,! t]ms ,indep5d5t ,sy/em ,op]ator & ,regional ,transmission ,organization h ! mean+s giv5 su* t]ms 9 section #c ( ! ,f$]al ,p[] ,act 7#af ,u4,s4,c4 #gif74 7#b7 ,organiz$ :olesale electricity m>ket ,! t]m organiz$ :olesale electricity m>ket means an ,indep5d5t ,sy/em ,op]ator or a ,regional ,transmission ,organization4 7#c7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,en]gy4 7#d7 ,/ate ,! t]m ,/ate means a ,/ate or ! ,di/rict ( ,columbia4 #cjded4 ,int]regional & (f%ore w9d electricity transmission plann+1 model+1 & analysis 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ?is section4 7b7 ,use ( funds ,! ,secret>y ( ,en]gy %all use am\nts made available "u subsection 7a7 to-- 7#a7 pay exp5ses associat$ ) conv5+ relevant /akehold]s1 includ+ ,/ates1 g5]ation & transmission develop]s1 regional transmission organizations1 indep5d5t sy/em op]ators1 environm5tal organizations1 electric utilities1 & o!r /akehold]s ! ,secret>y det]m9es appropriate1 to address ! developm5t ( int]regional electricity transmission & transmission ( electricity t is g5]at$ by (f%ore w9d2 & 7#b7 conduct plann+1 model+1 & analysis reg>d+ int]regional electricity transmission & transmission ( electricity t is g5]at$ by (f%ore w9d1 tak+ into acc\nt ! local1 regional1 & national economic1 reliability1 resili5ce1 security1 public policy1 & environm5tal b5efits ( int]regional electricity transmission & transmission ( electricity t is g5]at$ by (f%ore w9d1 includ+ plann+1 model+1 & analysis1 z ! ,secret>y det]m9es appropriate1 p]ta9+ to-- 7,a7 clean en]gy integration into ! electric grid1 includ+ ! id5tification ( r5ewable en]gy zones2 7,b7 ! effects ( *anges 9 wea!r due to climate *ange on ! reliability & resili5ce ( ! electric grid2 7,c7 co/ allocation me?odologies t facilitate ! expansion ( ! bulk p[] sy/em2 7,d7 ! b5efits ( coord9ation betwe5 g5]ator int]connection processes & transmission plann+ processes2 7,e7 ! effect ( increas$ electrification on ! electric grid2 7,f7 p[] fl[ model+2 7,g7 ! b5efits ( increas$ int]connections or int]ties betwe5 or among ! ,we/]n ,int]connection1 ! ,ea/]n ,int]connection1 ! ,electric ,reliability ,c\ncil ( ,texas1 & o!r int]connections1 z applicable2 7,h7 ! cooptimization ( transmission & g5]ation1 includ+ v>iable en]gy res\rces1 en]gy /orage1 & dem&-side managem5t2 7,i7 ! opportunities = use ( nontransmission alt]natives1 en]gy /orage1 & grid-enhanc+ te*nologies2 7,j7 economic developm5t opportunities = communities aris+ f developm5t ( int]regional electricity transmission & transmission ( electricity t is g5]at$ by (f%ore w9d2 7,k7 evaluation ( exi/+ rights-(-way & ! ne$ = additional transmission corridors2 & 7,l7 a plann$ national transmission grid1 :i* w\ld include a network$ transmission sy/em to optimize ! exi/+ grid = int]connection ( (f%ore w9d f>ms4 #f ,environm5tal reviews #cjdfa4 ,dep>tm5t ( ,en]gy ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #abe1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide = ! developm5t ( m effici5t1 accurate1 & timely reviews = plann+1 p]mitt+1 & approval processes ?r\gh ! hir+ & tra9+ ( p]sonnel1 ! developm5t ( programmatic docum5ts1 ! procurem5t ( te*nical or sci5tific s]vices = reviews1 ! developm5t ( data or in=mation sy/ems1 /akehold] & community engagem5t1 ! pur*ase ( new equipm5t = analysis1 & ! developm5t ( geographic in=mation sy/ems & o!r analysis tools1 te*niques1 & guidance to improve ag5cy transp>5cy1 acc\ntability1 & public engagem5t4 #cjdfb4 ,f$]al ,en]gy ,regulatory ,commission 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,f$]al ,en]gy ,regulatory ,commission = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide = ! developm5t ( m effici5t1 accurate1 & timely reviews = plann+1 p]mitt+1 & approval processes ?r\gh ! hir+ & tra9+ ( p]sonnel1 ! developm5t ( programmatic docum5ts1 ! procurem5t ( te*nical or sci5tific s]vices = reviews1 ! developm5t ( data or in=mation sy/ems1 /akehold] & community engagem5t1 ! pur*ase ( new equipm5t = analysis1 & ! developm5t ( geographic in=mation sy/ems & o!r analysis tools1 te*niques1 & guidance to improve ag5cy transp>5cy1 acc\ntability1 & public engagem5t4 7b7 ,fees & *>ges ,section #cdja7;a7 ( ! ,omnibus ,budget ,reconciliation ,act ( #aihf 7#db ,u4,s4,c4 #gagh7;a77 %all n apply to ! co/s incurr$ by ! ,f$]al ,en]gy ,regulatory ,commission 9 c>ry+ out ?is section4 #g ,indu/rial #cjdga4 ,advanc$ indu/rial facilities deploym5t program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ?is section4 7b7 ,program ,! ,secret>y %all use funds appropriat$ by subsection 7a7 to e/abli% a program to provide f9ancial assi/ance1 on a competitive basis1 to eligible entities to c>ry out projects =-- 7#a7 ! pur*ase & in/allation1 or implem5tation1 ( advanc$ indu/rial te*nology at an eligible facility2 7#b7 retr(its1 upgrades to1 or op]ational improvem5ts at an eligible facility to in/all or implem5t advanc$ indu/rial te*nology2 or 7#c7 eng9e]+ /udies & o!r "w ne$$ to prep>e an eligible facility = activities describ$ 9 p>agraph 7#a7 or 7#b74 7c7 ,application ,to be eligible to receive f9ancial assi/ance "u ! program e/abli%$ "u subsection 7b71 an eligible entity %all submit to ! ,secret>y an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may require1 includ+ ! expect$ gre5h\se gas emissions r$uctions to be a*iev$ by c>ry+ out ! project4 7d7 ,priority ,9 provid+ f9ancial assi/ance "u ! program e/abli%$ "u subsection 7b71 ! ,secret>y %all give priority consid]ation to projects on ! basis (1 z det]m9$ by ! ,secret>y-- 7#a7 ! expect$ gre5h\se gas emissions r$uctions to be a*iev$ by c>ry+ out ! project2 7#b7 ! ext5t to :i* ! project w\ld provide ! greate/ b5efit = ! greate/ numb] ( p )9 ! area 9 :i* ! eligible facility is locat$2 & 7#c7 :e!r ! eligible entity p>ticipates or w\ld p>ticipate 9 a p>tn]%ip ) pur*as]s ( ! output ( ! eligible facility4 7e7 ,co/ %>e ,! ,secret>y may require an eligible entity to provide n m ?an #ej p]c5t ( ! co/ ( a project c>ri$ out pursuant to ?is section4 7f7 ,adm9i/rative co/s ,! ,secret>y %all res]ve #bjj1jjj1jjj ( am\nts made available "u subsection 7a7 = adm9i/rative co/s ( c>ry+ out ?is section4 7g7 ,def9itions 7#a7 ,advanc$ indu/rial te*nology ,! t]m advanc$ indu/rial te*nology means te*nology or processes design$ to accel]ate gre5h\se gas emissions r$uction progress to net-z]o at an eligible facility1 z det]m9$ by ! ,secret>y1 includ+-- 7,a7 indu/rial en]gy effici5cy te*nologies2 7,b7 equipm5t to electrify indu/rial processes2 7,c7 equipm5t to utilize l[- or z]o-c>bon fuels1 fe$/ocks1 & en]gy s\rces2 7,d7 l[- or z]o-c>bon process heat sy/ems2 & 7,e7 c>bon capture1 transport1 utilization1 & /orage sy/ems4 7#b7 ,eligible entity ,! t]m eligible entity means ! own] or op]ator ( an eligible facility4 7#c7 ,eligible facility ,! t]m eligible facility means a dome/ic1 non-,f$]al1 nonp[] indu/rial or manufactur+ facility engag$ 9 en]gy-int5sive indu/rial processes1 includ+ production processes = iron1 /eel1 /eel mill products1 alum9um1 cem5t1 concrete1 glass1 pulp1 pap]1 & indu/rial c]amics4 7#d7 ,f9ancial assi/ance ,! t]m f9ancial assi/ance means a grant1 rebate1 or coop]ative agreem5t4 7#e7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,en]gy4 #h ,o!r ,en]gy ,matt]s #cjdha4 ,ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ov]sight by ! ,dep>tm5t ( ,en]gy ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,en]gy activities = :i* fund+ is appropriat$ 9 ?is subtitle4 #cjdhb4 ,en]gy ,in=mation ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,en]gy ,in=mation ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = data collection1 rese>*1 & analysis activities4 ,e ,af=dable ,heal? ,c>e ,cov]age #cjfja4 ,ensur+ af=dability ( cov]age = c]ta9 l[-income populations 7a7 ,r$uc+ co/ %>+ "u qualifi$ heal? plans ,section #adjb ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjga7 is am5d$-- 7#a7 9 subsection 7b7-- 7,a7 9 p>agraph 7#b71 by ins]t+ 7or1 ) respect to plan ye>s #bjbc1 #bjbd1 & #bjbe1 ^: h\sehold income does n exce$ #djj p]c5t ( ! pov]ty l9e = a family ( ! size involv$7 be=e ! p]iod2 & 7,b7 9 ! matt] foll[+ p>agraph 7#b71 by add+ at ! end ! foll[+ new s5t5ce3 ,9 ! case ( an individual :o is det]m9$ at any po9t to h a h\sehold income = #bjbb t does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$1 su* individual %all1 = ea* mon? dur+ su* ye>1 be treat$ z hav+ a h\sehold income equal to #ajj p]c5t = purposes ( apply+ ?is section42 & 7#b7 9 subsection 7c7-- 7,a7 9 p>agraph 7#a77;,a71 9 ! matt] prec$+ clause 7i71 by ins]t+ 1 ) respect to eligible insur$s 7o!r ?an1 ) respect to plan ye>s #bjbc1 #bjbd1 & #bjbe1 specifi$ enrollees 7z def9$ 9 p>agraph 7#f77;,c7771 aft] fir/ be a*iev$2 7,b7 9 p>agraph 7#b71 9 ! matt] prec$+ subp>agraph 7,a71 by ins]t+ ) respect to eligible insur$s 7o!r ?an1 ) respect to plan ye>s #bjbc1 #bjbd1 & #bjbe1 specifi$ enrollees7 aft] "u ! plan2 7,c7 9 p>agraph 7#c7-- 7i7 9 subp>agraph 7,a71 by /rik+ ?is subsection & ins]t+ p>agraph 7#a7 or 7#b72 & 7ii7 9 subp>agraph 7,b71 by /rik+ ?is section & ins]t+ p>agraphs 7#a7 & 7#b72 & 7,d7 by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,special rule = specifi$ enrollees 7,a7 ,9 g5]al ,! ,secret>y %all e/abli% proc$ures "u :i* ! issu] ( a qualifi$ heal? plan to :i* ?is section applies %all r$uce co/-%>+ "u ! plan ) respect to mon?s occurr+ dur+ plan ye>s #bjbc1 #bjbd1 & #bjbe = enrollees :o are specifi$ enrollees 7z def9$ 9 subp>agraph 7,c77 9 a mann] suffici5t to increase ! plan's %>e ( ! total all[$ co/s ( b5efits provid$ "u ! plan to #ii p]c5t ( su* co/s4 7,b7 ,me?ods = r$uc+ co/ %>+ 7i7 ,9 g5]al ,an issu] ( a qualifi$ heal? plan mak+ r$uctions "u ?is p>agraph %all notify ! ,secret>y ( su* r$uctions & ! ,secret>y %all1 out ( funds made available "u clause 7ii71 make p]iodic & timely paym5ts to ! issu] equal to #ab p]c5t ( ! total all[$ co/s ( b5efits provid$ "u ea* su* plan to specifi$ enrollees dur+ plan ye>s #bjbc1 #bjbd1 & #bjbe4 7ii7 ,appropriation ,9 addition to am\nts o!rwise available1 !re are appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y to ! ,secret>y to make paym5ts "u clause 7i74 7,c7 ,specifi$ enrollee def9$ ,= purposes ( ?is section1 ! t]m specifi$ enrollee means1 ) respect to a plan ye>1 an eligible insur$ :o is det]m9$ at any po9t to h a h\sehold income = su* plan ye> t does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$4 ,su* insur$ %all be deem$ to be a specifi$ enrollee = ea* mon? 9 su* plan ye>4 4 7b7 ,op5 enrollm5ts applicable to c]ta9 l[]-income populations ,section #acaa7;c7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjca7;c77 is am5d$-- 7#a7 9 p>agraph 7#f7-- 7,a7 9 subp>agraph 7,c71 by /rik+ at ! end &2 7,b7 9 subp>agraph 7,d71 by /rik+ ! p]iod at ! end & ins]t+ 2 &2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraph3 7,e7 ) respect to a qualifi$ heal? plan ) respect to :i* section #adjb applies1 = mon?s occurr+ dur+ ! p]iod beg9n+ on ,janu>y #a1 #bjbb1 & end+ on ,decemb] #ca1 #bjbe1 enrollm5t p]iods describ$ 9 subp>agraph 7,a7 ( p>agraph 7#h7 = individuals describ$ 9 subp>agraph 7,b7 ( su* p>agraph4 2 & 7#b7 by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,special enrollm5t p]iod = c]ta9 l[-income populations 7,a7 ,9 g5]al ,! enrollm5t p]iod describ$ 9 ?is p>agraph is1 9 ! case ( an individual describ$ 9 subp>agraph 7,b71 ! cont9u\s p]iod beg9n+ on ! fir/ day t su* individual is s describ$4 7,b7 ,individual describ$ ,= purposes ( subp>agraph 7,a71 an individual describ$ 9 ?is subp>agraph is an individual-- 7i7 ) a h\sehold income t does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$2 & 7ii7 :o is n eligible = m9imum ess5tial cov]age 7z def9$ 9 section #ejjj;,a7f7 ( ! ,int]nal ,rev5ue ,code ( #aihf71 o!r ?an = cov]age describ$ 9 any ( subp>agraphs 7,b7 ?r\gh 7,e7 ( p>agraph 7#a7 ( su* section4 4 7c7 ,additional b5efits = c]ta9 l[-income individuals = plan ye>s #bjbd & #bjbe ,section #acja7;a7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjba7;a77 is am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 9 subp>agraph 7,b71 by /rik+ & at ! end2 7,b7 9 subp>agraph 7,c77iv71 by /rik+ ! p]iod & ins]t+ 2 &2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraph3 7,d7 provides1 ) respect to a plan (f]$ 9 ! silv] level ( cov]age to :i* section #adjb applies dur+ plan ye> #bjbd & #bjbe1 = b5efits describ$ 9 p>agraph 7#e7 9 ! case ( an individual :o has a h\sehold income t does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$1 & :o is eligible to receive co/-%>+ r$uctions "u section #adjb4 2 & 7#b7 by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,additional b5efits = c]ta9 l[-income individuals = plan ye> #bjbd & #bjbe 7,a7 ,9 g5]al 7i7 ,b5efits ,= purposes ( p>agraph 7#a77;,d71 ! b5efits describ$ 9 ?is p>agraph to be provid$ by a qualifi$ heal? plan are b5efits consi/+ (-- 7,i7 non-em]g5cy m$ical transportation s]vices 7z describ$ 9 section #aijb7;a77#d7 ( ! ,social ,security ,act7 = :i* ,f$]al paym5ts w\ld h be5 available "u title ,,xix ( ! ,social ,security ,act _h su* s]vices be5 furni%$ to an individual enroll$ "u a ,/ate plan 7or waiv] ( su* plan7 "u su* title2 & 7,,ii7 s]vices describ$ 9 subsection 7a77#d77;,c7 ( section #aije ( su* ,act = :i* ,f$]al paym5ts w\ld h be5 s available2 :i* are n o!rwise provid$ "u su* plan z "p ( ! ess5tial heal? b5efits package describ$ 9 section #acjb7;a74 7ii7 ,condition on provision ( b5efits ,b5efits describ$ 9 ?is p>agraph %all be provid$-- 7,i7 )\t any re/riction on ! *oice ( a qualifi$ provid] f :om an individual may receive su* b5efits2 & 7,,ii7 )\t any imposition ( co/ %>+4 7,b7 ,paym5ts = additional b5efits 7i7 ,9 g5]al ,an issu] ( a qualifi$ heal? plan mak+ paym5ts = s]vices describ$ 9 subp>agraph 7,a7 furni%$ to individuals describ$ 9 p>agraph 7#a77;,d7 dur+ plan ye> #bjbd or #bjbe %all notify ! ,secret>y ( su* paym5ts & ! ,secret>y %all1 out ( funds made available "u clause 7ii71 make p]iodic & timely paym5ts to ! issu] equal to paym5ts = su* s]vices s furni%$4 7ii7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y to ! ,secret>y to make paym5ts "u clause 7i74 4 7d7 ,education & outrea* activities -- 7#a7 ,9 g5]al ,section #acba7;c7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjda7;c77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,outrea* & educational activities 7,a7 ,9 g5]al ,9 ! case ( an ,ex*ange e/abli%$ or op]at$ by ! ,secret>y )9 a ,/ate pursuant to ?is subsection1 ! ,secret>y %all c>ry out outrea* & educational activities = purposes ( in=m+ individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 ( ! ,social ,security ,act :o reside 9 ,/ates t h n exp5d$ am\nts "u a ,/ate plan 7or waiv] ( su* plan7 "u title ,,xix ( su* ,act = all su* individuals ab\t qualifi$ heal? plans (f]$ ?r\gh ! ,ex*ange1 includ+ by in=m+ su* individuals ( ! availability ( cov]age "u su* plans & f9ancial assi/ance = cov]age "u su* plans4 ,su* outrea* & educational activities %all be provid$ 9 a mann] t is culturally & l+ui/ically appropriate to ! ne$s ( ! populations be+ s]v$ by ! ,ex*ange 7includ+ h>d-to-rea* populations1 su* z racial & sexual m9orities1 limit$ ,engli% pr(ici5t populations1 individuals resid+ 9 areas :]e ! unemploym5t rates exce$s ! national av]age unemploym5t rate1 individuals 9 rural areas1 vet]ans1 & "y adults74 7,b7 ,limitation on use ( funds ,no funds appropriat$ "u ?is p>agraph %all be us$ = exp5ditures = promot+ non-,,aca compliant heal? insurance cov]age4 7,c7 ,non-aca compliant heal? insurance cov]age ,= purposes ( subp>agraph 7,b73 7i7 ,! t]m non-,,aca compliant heal? insurance cov]age means heal? insurance cov]age1 or a gr\p heal? plan1 t is n a qualifi$ heal? plan4 7ii7 ,su* t]m includes ! foll[+3 7,i7 ,an association heal? plan4 7,,ii7 ,%ort-t]m limit$ duration insurance4 7,d7 ,fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until exp5d$1 #aje1jjj1jjj = fiscal ye> #bjbb to c>ry out ?is p>agraph1 ( :i*-- 7i7 #ae1jjj1jjj %all be us$ to c>ry out ?is p>agraph 9 fiscal ye> #bjbb2 & 7ii7 #cj1jjj1jjj %all be us$ to c>ry out ?is p>agraph = ea* ( fiscal ye>s #bjbc ?r\gh #bjbe4 4 7#b7 ,navigator program ,section #acaa7;i77#f7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjca7;i77#f77 is am5d$-- 7,a7 by /rik+ ,fund+4--,grants "u & ins]t+ ,fund+4-- 7,a7 ,/ate ,ex*anges ,grants "u 2 & 7,b7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 ,f$]al ,ex*anges ,= purposes ( c>ry+ out ?is subsection1 ) respect to an ,ex*ange e/abli%$ & op]at$ by ! ,secret>y )9 a ,/ate pursuant to section #acba7;c71 ! ,secret>y %all obligate n less ?an #aj1jjj1jjj out ( am\nts collect$ ?r\gh ! us] fees on p>ticipat+ heal? insurance issu]s pursuant to section #aef4ej ( title #de1 ,code ( ,f$]al ,regulations 7or any successor regulations7 = fiscal ye> #bjbb1 & n less ?an #bj1jjj1jjj = ea* ( fiscal ye>s #bjbc1 #bjbd1 & #bjbe4 ,su* am\nt s obligat$ = a fiscal ye> %all rema9 available until exp5d$4 4 7e7 ,fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fe1jjj1jjj1 to rema9 available until exp5d$1 = purposes ( c>ry+ out ! provisions (1 & ! am5dm5ts made by1 ?is section1 section #cjfjb1 & section #cjfjc4 #cjfjb4 ,e/abli%+ a heal? insurance af=dability fund 7a7 ,9 g5]al ,subtitle ,d ( title ,i ( ! ,pati5t ,protection & ,af=dable ,c>e ,act is am5d$ by ins]t+ aft] section #acdc 7#db ,u4,s4,c4 #ahjfc7 ! foll[+ new "p3 #f ,improve ,heal? ,insurance ,af=dability ,fund #acea4 ,e/abli%m5t ( program ,!re is h]eby e/abli%$ ! ,improve ,heal? ,insurance ,af=dability ,fund to be adm9i/]$ by ! ,secret>y ( ,heal? & ,human ,s]vices1 act+ ?r\gh ! ,adm9i/rator ( ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices 79 ?is section ref]r$ to z ! ,adm9i/rator71 to provide fund+1 9 accordance ) ?is "p1 to ! #ej ,/ates & ! ,di/rict ( ,columbia 7ea* ref]r$ to 9 ?is section z a ,/ate7 beg9n+ on ,janu>y #a1 #bjbc1 = ! purposes describ$ 9 section #aceb4 #aceb4 ,use ( funds 7a7 ,9 g5]al ,a ,/ate %all use ! funds allocat$ to ! ,/ate "u ?is "p = "o ( ! foll[+ purposes3 7#a7 ,to provide re9surance paym5ts to heal? insurance issu]s ) respect to individuals enroll$ "u individual heal? insurance cov]age 7o!r ?an ?r\gh a plan describ$ 9 subsection 7b77 (f]$ by su* issu]s4 7#b7 ,to provide assi/ance 7o!r ?an ?r\gh paym5ts describ$ 9 p>agraph 7#a77 to r$uce out-(-pocket co/s1 su* z copaym5ts1 co9surance1 premiums1 & d$uctibles1 ( individuals enroll$ "u qualifi$ heal? plans (f]$ on ! individual m>ket ?r\gh an ,ex*ange & ( individuals enroll$ "u /&>d heal? plans (f]$ ?r\gh a basic heal? program e/abli%$ "u section #acca4 7b7 ,exclusion ( c]ta9 gr&fa!r$ plans1 transitional plans1 /ud5t heal? plans1 & except$ b5efits ,= purposes ( subsection 7a71 a plan describ$ 9 ?is subsection is ! foll[+3 7#a7 ,a gr&fa!r$ heal? plan 7z def9$ 9 section #abea74 7#b7 ,a plan 7commonly ref]r$ to z a transitional plan7 cont9u$ "u ! lett] issu$ by ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices on ,novemb] #ad1 #bjac1 to ! ,/ate ,insurance ,commission]s outl9+ a transitional policy = cov]age 9 ! individual & small gr\p m>kets to :i* section #abea does n apply1 & "u ! ext5sion ( ! transitional policy = su* cov]age set =? 9 ! ,insurance ,/&>ds ,bullet9 ,s]ies guidance issu$ by ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices on ,m>* #e1 #bjad1 ,febru>y #bi1 #bjaf1 ,febru>y #ac1 #bjag1 ,april #i1 #bjah1 ,m>* #be1 #bjai1 ,janu>y #ca1 #bjbj1 & ,janu>y #ai1 #bjba1 or "u any subsequ5t ext5sions !re(4 7#c7 ,/ud5t heal? insurance cov]age 7z def9$ 9 section #adg4ade ( title #de1 ,code ( ,f$]al ,regulations1 or any successor regulation74 7#d7 ,except$ b5efits 7z def9$ 9 section #bgia7;c7 ( ! ,public ,heal? ,s]vice ,act74 #acec4 ,/ate eligibility & approval2 ,default safegu>d 7a7 ,enc\rag+ ,/ate options = allocations 7#a7 ,9 g5]al ,subject to subsection 7b71 to be eligible = an allocation ( funds "u ?is "p = a ye> 7beg9n+ ) #bjbc71 a ,/ate %all submit to ! ,adm9i/rator an application at su* "t 7b1 9 ! case ( allocations = #bjbc1 n lat] ?an #abj days aft] ! date ( ! enactm5t ( ?is "p &1 9 ! case ( allocations = a subsequ5t ye>1 n lat] ?an ,janu>y #a ( ! previ\s ye>7 & 9 su* =m & mann] z specifi$ by ! ,adm9i/rator conta9+-- 7,a7 a description ( h[ ! funds w be us$2 & 7,b7 su* o!r in=mation z ! ,adm9i/rator may require4 7#b7 ,automatic approval ,an application s submitt$ is approv$ 7z outl9$ 9 ! t]ms ( ! plan7 unless ! ,adm9i/rator notifies ! ,/ate submitt+ ! application1 n lat] ?an #ij days aft] ! date ( ! submission ( su* application1 t ! application has be5 d5i$ = n be+ 9 compliance ) any requirem5t ( ?is "p & ( ! reason = su* d5ial4 7#c7 ,subsequ5t ye> application approval ,if an application ( a ,/ate is approv$ = a purpose describ$ 9 section #aceb = a ye>1 su* application %all be treat$ z approv$ = su* purpose = ea* ( subsequ5t ye> ?r\gh #bjbe4 7#d7 ,ov]sight au?ority & au?ority to revoke approval 7,a7 ,ov]sight ,! ,secret>y may conduct p]iodic reviews ( ! use ( funds provid$ to a ,/ate "u ?is section1 ) respect to a purpose describ$ 9 section #aceb1 to ensure ! ,/ate uses su* funds = su* purpose & o!rwise complies ) ! requirem5ts ( ?is section4 7,b7 ,revocation ( approval ,! approval ( an application ( a ,/ate1 ) respect to a purpose describ$ 9 section #aceb1 may be revok$ if ! ,/ate fails to use funds provid$ to ! ,/ate "u ?is section = su* purpose or o!rwise fails to comply ) ! requirem5ts ( ?is section4 7b7 ,default ,f$]al safegu>d = #bjbc1 #bjbd1 & #bjbe = c]ta9 ,/ates 7#a7 ,9 g5]al ,= #bjbc1 #bjbd1 & #bjbe1 9 ! case ( a ,/ate describ$ 9 p>agraph 7#e71 ) respect to su* ye>1 ! ,/ate %all n be eligible to submit an application "u subsection 7a71 & ! ,adm9i/rator1 9 consultation ) ! applicable ,/ate au?ority1 %all f ! am\nt calculat$ "u p>agraph 7#c7 = su* ye>1 c>ry out ! purpose describ$ 9 p>agraph 7#b7 9 su* ,/ate = su* ye>4 7#b7 ,specifi$ use ,! am\nt describ$ 9 p>agraph 7#c71 ) respect to a ,/ate describ$ 9 p>agraph 7#e7 = #bjbc1 #bjbd1 or #bjbe1 %all be us$ to c>ry out ! purpose describ$ 9 section #aceb7;a77#a7 9 su* ,/ate = su* ye>1 z applicable1 by provid+ re9surance paym5ts to heal? insurance issu]s ) respect to atta*m5t range claims 7z def9$ 9 section #aced7;b77#b71 us+ ! doll> am\nts specifi$ 9 subp>agraph 7,b7 ( su* section = su* ye>7 9 an am\nt equal to1 subject to p>agraph 7#d71 ! p]c5tage 7specifi$ = su* ye> by ! ,secret>y "u su* subp>agraph7 ( ! am\nt ( su* claims4 7#c7 ,am\nt describ$ ,! am\nt describ$ 9 ?is p>agraph1 ) respect to #bjbc1 #bjbd1 or #bjbe1 is ! am\nt equal to ! total sum ( am\nts t ! ,secret>y w\ld o!rwise e/imate "u section #aced7;b77#b77;,a77i7 = su* ye> = ea* ,/ate describ$ 9 p>agraph 7#e7 = su* ye>1 z applicable1 if ea* su* ,/ate 7 n s describ$ = su* ye>4 7#d7 ,adju/m5t ,= purposes ( ?is subsection1 ! ,secret>y may apply a p]c5tage "u p>agraph 7#c7 ) respect to a ye> t is less ?an ! p]c5tage o!rwise specifi$ 9 section #aced7;b77#b77;,b7 = su* ye>1 if ! co/ ( pay+ ! total eligible atta*m5t range claims = ,/ates describ$ 9 p>agraph 7#e7 = su* ye> at su* p]c5tage o!rwise specifi$ w\ld exce$ ! am\nt calculat$ "u p>agraph 7#c7 = su* ye>4 7#e7 ,/ate describ$ ,a ,/ate describ$ 9 ?is p>agraph1 ) respect to ye>s #bjbc1 #bjbd1 & #bjbe1 is a ,/ate t1 z ( ,janu>y #a ( #bjbb1 #bjbc1 or #bjbd1 respectively1 0 n exp5d+ am\nts "u ! ,/ate plan 7or waiv] ( su* plan7 = all individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 dur+ su* ye>4 #aced4 ,allocations 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1jjj = #bjbc & ea* subsequ5t ye> ?r\gh #bjbe to provide allocations = ,/ates "u subsection 7b7 & paym5ts "u section #acec7;b74 7b7 ,allocations 7#a7 ,paym5t 7,a7 ,9 g5]al ,f am\nts appropriat$ "u subsection 7a7 = a ye>1 ! ,secret>y %all1 ) respect to a ,/ate n describ$ 9 section #acec7;b7 = su* ye> & n lat] ?an ! date specifi$ "u subp>agraph 7,b7 = su* ye>1 allocate = su* ,/ate ! am\nt det]m9$ = su* ,/ate & ye> "u p>agraph 7#b74 7,b7 ,specifi$ date ,= purposes ( subp>agraph 7,a71 ! date specifi$ 9 ?is subp>agraph is-- 7i7 = #bjbc1 ! date t is #ij days aft] ! date ( ! enactm5t ( ?is "p2 & 7ii7 = #bjbd or #bjbe1 ,janu>y #a ( ! previ\s ye>4 7,c7 ,notifications ( allocation am\nts ,= #bjbd & #bjbe1 ! ,secret>y %all notify ea* ,/ate ( ! am\nt det]m9$ = su* ,/ate "u p>agraph 7#b7 = su* ye> by n lat] ?an ,janu>y #a ( ! previ\s ye>4 7#b7 ,allocation am\nt det]m9ations 7,a7 ,9 g5]al ,= purposes ( p>agraph 7#a71 ! am\nt det]m9$ "u ?is p>agraph = a ye> = a ,/ate describ$ 9 p>agraph 7#a77;,a7 = su* ye> is ! am\nt equal to-- 7i7 ! am\nt t ! ,secret>y e/imates w\ld be exp5d$ "u ?is "p = su* ye> on atta*m5t range claims ( individuals resid+ 9 su* ,/ate if su* ,/ate us$ su* funds only = ! purpose describ$ 9 p>agraph 7#a7 ( section #aceb7;a7 at ! doll> am\nts & p]c5tage specifi$ "u subp>agraph 7,b7 = su* ye>2 m9us 7ii7 ! am\nt1 if any1 by :i* ! ,secret>y det]m9es-- 7,i7 ! e/imat$ am\nt ( premium tax cr$its "u section #cf;,b ( ! ,int]nal ,rev5ue ,code ( #aihf t w\ld be attributable to individuals resid+ 9 su* ,/ate = su* ye> )\t application ( ?is "p2 exce$s 7,,ii7 ! e/imat$ am\nt ( premium tax cr$its "u section #cf;,b ( ! ,int]nal ,rev5ue ,code ( #aihf t w\ld be attributable to individuals resid+ 9 su* ,/ate = su* ye> if section #acec7;b7 appli$ = su* ye> & appli$ ) respect to su* ,/ate = su* ye>4 ,= purposes ( ! previ\s s5t5ce & section #acec7;b77#c71 ! t]m atta*m5t range claims means1 ) respect to an individual1 ! claims = su* individual t exce$ a doll> am\nt specifi$ by ! ,secret>y = a ye>1 b d n exce$ a ceil+ doll> am\nt specifi$ by ! ,secret>y = su* ye>1 "u subp>agraph 7,b74 7,b7 ,specifications ,= purposes ( subp>agraph 7,a7 & section #acec7;b77#c71 ! ,secret>y %all det]m9e ! doll> am\nts & ! p]c5tage to be specifi$ "u ?is subp>agraph = a ye> 9 a mann] to ensure t ! total am\nt ( exp5ditures "u ?is "p = su* ye> is e/imat$ to equal ! total am\nt appropriat$ = su* ye> "u subsection 7a7 if su* exp5ditures 7 us$ solely = ! purpose describ$ 9 p>agraph 7#a7 ( section #aceb7;a7 = atta*m5t range claims at ! doll> am\nts & p]c5tage s specifi$ = su* ye>4 7#c7 ,availability ,funds allocat$ to a ,/ate "u ?is subsection = a ye> %all rema9 available ?r\gh ! end ( ! subsequ5t ye>4 4 7b7 ,basic ,heal? ,program fund+ adju/m5ts ,section #acca ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjea7 is am5d$-- 7#a7 9 subsection 7a71 by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,provision ( in=mation on qualifi$ heal? plan premiums 7,a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 ! program describ$ 9 p>agraph 7#a7 %all provide t a ,/ate may n e/abli% a basic heal? program unless su* ,/ate furni%es to ! ,secret>y1 ) respect to ea* qualifi$ heal? plan (f]$ 9 su* ,/ate dur+ a ye> t receives any re9surance paym5t f funds made available "u "p #f = su* ye>1 ! adju/$ premium am\nt 7z def9$ 9 subp>agraph 7,b77 = ea* su* plan & ye>4 7,b7 ,adju/$ premium am\nt def9$ ,= purposes ( subp>agraph 7,a71 ! t]m adju/$ premium am\nt means1 ) respect to a qualifi$ heal? plan & a ye>1 ! mon?ly premium = su* plan & ye> t w\ld h appli$ _h su* plan n receiv$ any paym5ts describ$ 9 subp>agraph 7,a7 = su* ye>4 2 & 7#b7 9 subsection 7d77#c77;,a77ii71 by add+ at ! end ! foll[+ new s5t5ce3 ,9 mak+ su* det]m9ation1 ! ,secret>y %all calculate ! value ( su* premium tax cr$its t w\ld h be5 provid$ to su* individuals enroll$ ?r\gh a basic heal? program e/abli%$ by a ,/ate dur+ a ye> us+ ! adju/$ premium am\nts 7z def9$ 9 subsection 7a77#c77;,b77 = qualifi$ heal? plans (f]$ 9 su* ,/ate dur+ su* ye>44 7c7 ,implem5tation au?ority ,! ,secret>y ( ,heal? & ,human ,s]vices may implem5t ! provisions (1 & ! am5dm5ts made by1 ?is section by subregulatory guidance or o!rwise4 #cjfjc4 ,fund+ = ! provision ( heal? insurance consum] in=mation ,section #bgic7;e7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjj;gg-#ic7;e77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,fund+ = #bjbb ?r\gh #bjbe ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj = #bjbb1 to rema9 available until exp5d$1 ( :i* #be1jjj1jjj %all be us$ = ea* ( #bjbb ?r\gh #bjbe to c>ry out ?is section4 4 #cjfjd4 ,requirem5ts ) respect to co/-%>+ = insul9 products 7a7 ,9 g5]al ,"p ,d ( title ,,xxvii ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjj;gg-#aaa et seq47 is am5d$ by add+ at ! end ! foll[+3 #bgii;,a-#aa4 ,requirem5ts ) respect to co/-%>+ = c]ta9 insul9 products 7a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 a gr\p heal? plan or heal? insurance issu] (f]+ gr\p or individual heal? insurance cov]age %all provide cov]age ( select$ insul9 products1 & ) respect to su* products1 %all n-- 7#a7 apply any d$uctible2 or 7#b7 impose any co/-%>+ 9 excess ( ! less] (1 p] #cj-;day supply-- 7,a7 #ce2 or 7,b7 ! am\nt equal to #be p]c5t ( ! negotiat$ price ( ! select$ insul9 product net ( all price concessions receiv$ by or on behalf ( ! plan or cov]age1 includ+ price concessions receiv$ by or on behalf ( ?ird-p>ty entities provid+ s]vices to ! plan or cov]age1 su* z ph>macy b5efit managem5t s]vices4 7b7 ,def9itions ,9 ?is section3 7#a7 ,select$ insul9 products ,! t]m select$ insul9 products means at lea/ "o ( ea* dosage =m 7su* z vial1 pump1 or inhal] dosage =ms7 ( ea* diff]5t type 7su* z rapid-act+1 %ort-act+1 int]m$iate-act+1 long-act+1 ultra long-act+1 & premix$7 ( insul9 7z def9$ bel[71 :5 available1 z select$ by ! gr\p heal? plan or heal? insurance issu]4 7#b7 ,insul9 def9$ ,! t]m insul9 means insul9 t is lic5s$ "u subsection 7a7 or 7k7 ( section #cea & cont9ues to be m>ket$ "u su* section1 includ+ any insul9 product t has be5 deem$ to be lic5s$ "u section #cea7;a7 pursuant to section #gjjb7;e77#d7 ( ! ,biologics ,price ,competition & ,innovation ,act ( #bjji & cont9ues to be m>ket$ pursuant to su* lic5sure4 7c7 ,out-(-network provid]s ,no?+ 9 ?is section requires a plan or issu] t has a network ( provid]s to provide b5efits = select$ insul9 products describ$ 9 ?is section t are deliv]$ by an out-(-network provid]1 or precludes a plan or issu] t has a network ( provid]s f impos+ high] co/-%>+ ?an ! levels specifi$ 9 subsection 7a7 = select$ insul9 products describ$ 9 ?is section t are deliv]$ by an out-(-network provid]4 7d7 ,rule ( con/ruction ,subsection 7a7 %all n be con/ru$ to require cov]age (1 or prev5t a gr\p heal? plan or heal? insurance cov]age f impos+ co/-%>+ o!r ?an ! levels specifi$ 9 subsection 7a7 on1 insul9 products t are n select$ insul9 products1 to ! ext5t t su* cov]age is n o!rwise requir$ & su* co/-%>+ is o!rwise p]mitt$ "u ,f$]al & applicable ,/ate law4 7e7 ,application ( co/-%>+ t[>ds d$uctibles & out-(-pocket maximums ,any co/-%>+ paym5ts made pursuant to subsection 7a77#b7 %all be c\nt$ t[>d any d$uctible or out-(-pocket maximum t applies "u ! plan or cov]age4 4 7b7 ,no effect on o!r co/-%>+ ,section #acjb7;d77#b7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjbb7;d77#b77 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,special rule relat+ to insul9 cov]age ,! exemption ( cov]age ( select$ insul9 products 7z def9$ 9 section #bgii;,a-#aa7;b7 ( ! ,public ,heal? ,s]vice ,act7 f ! application ( any d$uctible pursuant to section #bgii;,a-#aa7;a77#a7 ( su* ,act1 section #gbf7;a77#a7 ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd1 or section #ihbf7;a77#a7 ( ! ,int]nal ,rev5ue ,code ( #aihf %all n be consid]$ :5 det]m9+ ! actu>ial value ( a qualifi$ heal? plan "u ?is subsection4 4 7c7 ,cov]age ( c]ta9 insul9 products "u cata/rophic plans ,section #acjb7;e7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjbb7;e77 is am5d$ by add+ at ! end ! foll[+3 7#d7 ,cov]age ( c]ta9 insul9 products 7,a7 ,9 g5]al ,not)/&+ p>agraph 7#a77;,b77i71 a heal? plan describ$ 9 p>agraph 7#a7 %all provide cov]age ( select$ insul9 products1 9 accordance ) section #bgii;,a-#aa ( ! ,public ,heal? ,s]vice ,act1 = a plan ye> be=e an enroll$ individual has incurr$ co/-%>+ exp5ses 9 an am\nt equal to ! annual limitation 9 effect "u subsection 7c77#a7 = ! plan ye>4 7,b7 ,t]m9ology ,= purposes ( subp>agraph 7,a7-- 7i7 ! t]m select$ insul9 products has ! mean+ giv5 su* t]m 9 section #bgii;,a-#aa7;b7 ( ! ,public ,heal? ,s]vice ,act2 & 7ii7 ! requirem5ts ( section #bgii;,a-#aa ( su* ,act %all be appli$ by deem+ ea* ref]5ce 9 su* section to individual heal? insurance cov]age to be a ref]5ce to a plan describ$ 9 p>agraph 7#a74 4 #cjfje4 ,co/-%>+ r$uctions = individuals receiv+ unemploym5t comp5sation ,section #adjb7;f7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjga7;f77 is am5d$-- 7#a7 9 ! head]1 by /rik+ #bjba & ins]t+ c]ta9 ye>s2 7#b7 9 ! matt] prec$+ p>agraph 7#a71 by /rik+ #bjba & ins]t+ any ( ye>s #bjba ?r\gh #bjbb2 & 7#c7 9 p>agraph 7#b71 by /rik+ #acc p]c5t & ins]t+ #aej p]c5t4 #cjfjf4 ,ov]sight ( ph>macy b5efit manag] s]vices 7a7 ,9 g5]al ,title ,,xxvii ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjj;gg et seq471 z am5d$ by section #cjfjd1 is fur!r am5d$-- 7#a7 9 "p ,d 7#db ,u4,s4,c4 #cjj;gg-#aaa et seq471 by add+ at ! end ! foll[+ new section3 #bgii;,a-#ab4 ,ov]sight ( ph>macy b5efit manag] s]vices 7a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 a gr\p heal? plan or heal? insurance issu] (f]+ gr\p heal? insurance cov]age or an entity or subsidi>y provid+ ph>macy b5efits managem5t s]vices on behalf ( su* a plan or issu] %all n ent] into a contract ) a drug manufactur]1 di/ributor1 :olesal]1 subcontractor1 rebate aggregator1 or any associat$ ?ird p>ty t limits ! disclosure ( in=mation to plan sponsors 9 su* a mann] t prev5ts ! plan or issu]1 or an entity or subsidi>y provid+ ph>macy b5efits managem5t s]vices on behalf ( a plan or issu]1 f mak+ ! reports describ$ 9 subsection 7b74 7b7 ,reports 7#a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 n less frequ5tly ?an once e #f mon?s1 a heal? insurance issu] (f]+ gr\p heal? insurance cov]age or an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan or an issu] provid+ gr\p heal? insurance cov]age %all submit to ! plan sponsor 7z def9$ 9 section #c7af77;,b7 ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd7 ( su* gr\p heal? plan or heal? insurance cov]age a report 9 accordance ) ?is subsection & make su* report available to ! plan sponsor 9 a ma*9e-readable =mat4 ,ea* su* report %all include1 ) respect to ! applicable gr\p heal? plan or heal? insurance cov]age-- 7,a7 z applicable1 in=mation collect$ f drug manufactur]s by su* issu] or entity on ! total am\nt ( copaym5t assi/ance doll>s paid1 or copaym5t c>ds appli$1 t 7 fund$ by ! drug manufactur] ) respect to ! p>ticipants & b5efici>ies 9 su* plan or cov]age2 7,b7 a li/ ( ea* drug cov]$ by su* plan1 issu]1 or entity provid+ ph>macy b5efit managem5t s]vices t 0 disp5s$ dur+ ! report+ p]iod1 includ+1 ) respect to ea* su* drug dur+ ! report+ p]iod-- 7i7 ! br& "n1 *emical entity1 & ,national ,drug ,code2 7ii7 ! numb] ( p>ticipants & b5efici>ies = :om ! drug 0 fill$ dur+ ! plan ye>1 ! total numb] ( prescription fills = ! drug 7includ+ orig9al prescriptions & refills71 & ! total numb] ( dosage units ( ! drug disp5s$ across ! plan ye>1 includ+ :e!r ! disp5s+ *annel 0 by retail1 mail ord]1 or specialty ph>macy2 7iii7 ! :olesale acquisition co/1 li/$ z co/ p] days supply & co/ p] pill1 or 9 ! case ( a drug 9 ano!r =m1 p] dose2 7iv7 ! total out-(-pocket sp5d+ by p>ticipants & b5efici>ies on su* drug1 includ+ p>ticipant & b5efici>y sp5d+ ?r\gh copaym5ts1 co9surance1 & d$uctibles2 & 7v7 = any drug = :i* gross sp5d+ ( ! gr\p heal? plan or heal? insurance cov]age exce$$ #aj1jjj dur+ ! report+ p]iod-- 7,i7 a li/ ( all o!r drugs 9 ! same !rapeutic category or class1 includ+ br& "n drugs & biological products & g5]ic drugs or biosimil> biological products t are 9 ! same !rapeutic category or class z su* drug2 & 7,,ii7 ! rationale = pref]r$ =mul>y placem5t ( su* drug 9 t !rapeutic category or class2 7,c7 a li/ ( ea* !rapeutic category or class ( drugs t 7 disp5s$ "u ! heal? plan or heal? insurance cov]age dur+ ! report+ p]iod1 &1 ) respect to ea* su* !rapeutic category or class ( drugs1 dur+ ! report+ p]iod-- 7i7 total gross sp5d+ by ! plan1 be=e manufactur] rebates1 fees1 or o!r manufactur] remun]ation2 7ii7 ! numb] ( p>ticipants & b5efici>ies :o fill$ a prescription = a drug 9 t category or class2 7iii7 if applicable to t category or class1 a description ( ! =mul>y ti]s & utilization me*anisms 7su* z prior au?orization or /ep !rapy7 employ$ = drugs 9 t category or class2 7iv7 ! total out-(-pocket sp5d+ by p>ticipants & b5efici>ies1 includ+ p>ticipant & b5efici>y sp5d+ ?r\gh copaym5ts1 co9surance1 & d$uctibles2 & 7v7 = ea* !rapeutic category or class "u :i* #c or m drugs are includ$ on ! =mul>y ( su* plan or cov]age-- 7,i7 ! am\nt receiv$1 or expect$ to be receiv$1 f drug manufactur]s 9 rebates1 fees1 alt]native disc\nts1 or o!r remun]ation-- 7aa7 to be paid by drug manufactur]s = claims incurr$ dur+ ! report+ p]iod2 or 7bb7 t is relat$ to utilization ( drugs1 9 su* !rapeutic category or class2 7,,ii7 ! total net sp5d+1 aft] d$uct+ rebates1 price concessions1 alt]native disc\nts or o!r remun]ation f drug manufactur]s1 by ! heal? plan or heal? insurance cov]age on t category or class ( drugs2 & 7,,iii7 ! net price p] c\rse ( treatm5t or s+le fill1 su* z a #cj-;day supply or #ij-;day supply1 incurr$ by ! heal? plan or heal? insurance cov]age & its p>ticipants & b5efici>ies1 aft] manufactur] rebates1 fees1 & o!r remun]ation = drugs disp5s$ )9 su* !rapeutic category or class dur+ ! report+ p]iod2 7,d7 total gross sp5d+ on prescription drugs by ! plan or cov]age dur+ ! report+ p]iod1 be=e rebates & o!r manufactur] fees or remun]ation2 7,e7 total am\nt receiv$1 or expect$ to be receiv$1 by ! heal? plan or heal? insurance cov]age 9 drug manufactur] rebates1 fees1 alt]native disc\nts1 & all o!r remun]ation receiv$ f ! manufactur] or any ?ird p>ty1 o!r ?an ! plan sponsor1 relat$ to utilization ( drug or drug sp5d+ "u t heal? plan or heal? insurance cov]age dur+ ! report+ p]iod2 7,f7 ! total net sp5d+ on prescription drugs by ! heal? plan or heal? insurance cov]age dur+ ! report+ p]iod2 & 7,g7 am\nts paid directly or indirectly 9 rebates1 fees1 or any o!r type ( remun]ation to brok]s1 consultants1 advisors1 or any o!r individual or firm :o ref]r$ ! gr\p heal? plan's or heal? insurance issu]'s bus9ess to ! ph>macy b5efit manag]4 7#b7 ,privacy requirem5ts ,heal? insurance issu]s (f]+ gr\p heal? insurance cov]age & entities provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan %all provide in=mation "u p>agraph 7#a7 9 a mann] consi/5t ) ! privacy1 security1 & brea* notification regulations promulgat$ "u section #bfd7;c7 ( ! ,heal? ,insurance ,portability & ,acc\ntability ,act ( #aiif1 & %all re/rict ! use & disclosure ( su* in=mation accord+ to su* privacy regulations4 7#c7 ,disclosure & r$isclosure 7,a7 ,limitation to bus9ess associates ,a gr\p heal? plan receiv+ a report "u p>agraph 7#a7 may disclose su* in=mation only to bus9ess associates ( su* plan z def9$ 9 section #afj4ajc ( title #de1 ,code ( ,f$]al ,regulations 7or successor regulations74 7,b7 ,cl>ification reg>d+ public disclosure ( in=mation ,no?+ 9 ?is section prev5ts a heal? insurance issu] (f]+ gr\p heal? insurance cov]age or an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan f plac+ reasonable re/rictions on ! public disclosure ( ! in=mation conta9$ 9 a report describ$ 9 p>agraph 7#a71 except t su* issu] or entity may n re/rict disclosure ( su* report to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 ! ,dep>tm5t ( ,labor1 or ! ,dep>tm5t ( ! ,treasury4 7,c7 ,limit$ =m ( report ,! ,secret>y %all def9e ?r\gh rulemak+ a limit$ =m ( ! report "u p>agraph 7#a7 requir$ ( plan sponsors :o are drug manufactur]s1 drug :olesal]s1 or o!r direct p>ticipants 9 ! drug supply *a91 9 ord] to prev5t anti-competitive behavior4 7#d7 ,report to ,,gao ,a heal? insurance issu] (f]+ gr\p heal? insurance cov]age or an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan %all submit to ! ,comptroll] ,g5]al ( ! ,unit$ ,/ates ea* ( ! fir/ #d reports submitt$ to a plan sponsor "u p>agraph 7#a7 ) respect to su* cov]age or plan1 & o!r su* reports z reque/$1 9 accordance ) ! privacy requirem5ts "u p>agraph 7#b7 & ! disclosure & r$isclosure /&>ds "u p>agraph 7#c71 & su* o!r in=mation t ! ,comptroll] ,g5]al det]m9es necess>y to c>ry out ! /udy "u section #cjfjf7;b7 ( ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 7c7 ,en=cem5t 7#a7 ,9 g5]al ,! ,secret>y1 9 consultation ) ! ,secret>y ( ,labor & ! ,secret>y ( ! ,treasury1 %all en=ce ?is section4 7#b7 ,failure to provide timely in=mation ,a heal? insurance issu] or an entity provid+ ph>macy b5efit managem5t s]vices t violates subsection 7a7 or fails to provide in=mation requir$ "u subsection 7b71 or a drug manufactur] t fails to provide in=mation "u subsection 7b77#a77;,a7 9 a timely mann]1 %all be subject to a civil monet>y p5alty 9 ! am\nt ( #aj1jjj = ea* day dur+ :i* su* violation cont9ues or su* in=mation is n disclos$ or report$4 7#c7 ,false in=mation ,a heal? insurance issu]1 entity provid+ ph>macy b5efit managem5t s]vices1 or drug manufactur] t kn[+ly provides false in=mation "u ?is section %all be subject to a civil money p5alty 9 an am\nt n to exce$ #ajj1jjj = ea* item ( false in=mation4 ,su* civil money p5alty %all be 9 addition to o!r p5alties z may be prescrib$ by law4 7#d7 ,proc$ure ,! provisions ( section #aabh;,a ( ! ,social ,security ,act1 o!r ?an subsection 7a7 & 7b7 & ! fir/ s5t5ce ( subsection 7c77#a7 ( su* section %all apply to civil monet>y p5alties "u ?is subsection 9 ! same mann] z su* provisions apply to a p5alty or proce$+ "u section #aabh;,a ( ! ,social ,security ,act4 7#e7 ,waiv]s ,! ,secret>y may waive p5alties "u p>agraph 7#b71 or ext5d ! p]iod ( "t = compliance ) a requirem5t ( ?is section1 = an entity 9 violation ( ?is section t has made a good-fai? ef=t to comply ) ?is section4 7d7 ,rule ( con/ruction ,no?+ 9 ?is section %all be con/ru$ to p]mit a heal? insurance issu]1 gr\p heal? plan1 or o!r entity to re/rict disclosure to1 or o!rwise limit ! access (1 ! ,dep>tm5t ( ,heal? & ,human ,s]vices to a report describ$ 9 subsection 7b77#a7 or in=mation relat$ to compliance ) subsection 7a7 by su* issu]1 plan1 or entity4 7e7 ,def9ition ,9 ?is section1 ! t]m :olesale acquisition co/ has ! mean+ giv5 su* t]m 9 section #ahdg;,a7c77#f77;,b7 ( ! ,social ,security ,act4 2 & 7#b7 9 section #bgbc 7#db ,u4,s4,c4 #cjj;gg-#bb7-- 7,a7 9 subsection 7a7-- 7i7 9 p>agraph 7#a71 by ins]t+ 7o!r ?an subsections 7a7 & 7b7 ( section #bgii;,a-#ab7 aft] "p ,d2 & 7ii7 9 p>agraph 7#b71 by ins]t+ 7o!r ?an subsections 7a7 & 7b7 ( section #bgii;,a-#ab7 aft] "p ,d2 7,b7 9 subsection 7b7-- 7i7 9 p>agraph 7#a71 by ins]t+ 7o!r ?an subsections 7a7 & 7b7 ( section #bgii;,a-#ab7 aft] "p ,d2 7ii7 9 p>agraph 7#b77;,a71 by ins]t+ 7o!r ?an subsections 7a7 & 7b7 ( section #bgii;,a-#ab7 aft] "p ,d2 & 7iii7 9 p>agraph 7#b77;,c77ii71 by ins]t+ 7o!r ?an subsections 7a7 & 7b7 ( section #bgii;,a-#ab7 aft] "p ,d4 7b7 ,,gao /udy 7#a7 ,9 g5]al ,n lat] ?an #c ye>s aft] ! date ( enactm5t ( ?is ,act1 ! ,comptroll] ,g5]al ( ! ,unit$ ,/ates %all report to ,congress on-- 7,a7 ph>macy networks ( gr\p heal? plans1 heal? insurance issu]s1 & entities provid+ ph>macy b5efit managem5t s]vices "u su* gr\p heal? plan or gr\p or individual heal? insurance cov]age1 includ+ networks t h ph>macies t are "u common own]%ip 79 :ole or "p7 ) gr\p heal? plans1 heal? insurance issu]s1 or entities provid+ ph>macy b5efit managem5t s]vices or ph>macy b5efit adm9i/rative s]vices "u gr\p heal? plan or gr\p or individual heal? insurance cov]age2 7,b7 z x relates to ph>macy networks t include ph>macies "u common own]%ip describ$ 9 subp>agraph 7,a7-- 7i7 :e!r su* networks are design$ to enc\rage enrollees ( a plan or cov]age to use su* ph>macies ov] o!r network ph>macies = specific s]vices or drugs1 & if s1 ! reasons ! networks give = enc\rag+ use ( su* ph>macies2 & 7ii7 :e!r su* ph>macies are us$ by enrollees disproportionately m 9 ! aggregate or = specific s]vices or drugs comp>$ to o!r network ph>macies2 7,c7 :e!r gr\p heal? plans & heal? insurance issu]s (f]+ gr\p or individual heal? insurance cov]age h options to elect diff]5t network pric+ arrangem5ts 9 ! m>ketplace ) entities t provide ph>macy b5efit managem5t s]vices1 ! preval5ce ( elect+ su* diff]5t network pric+ arrangem5ts2 7,d7 ph>macy network design p>amet]s t enc\rage enrollees 9 ! plan or cov]age to fill prescriptions at mail ord]1 specialty1 or retail ph>macies t are :olly or p>tially-own$ by t issu] or entity2 & 7,e7 ! degree to :i* mail ord]1 specialty1 or retail ph>macies t disp5se prescription drugs to an enrollee 9 a gr\p heal? plan or heal? insurance cov]age t are "u common own]%ip 79 :ole or "p7 ) gr\p heal? plans1 heal? insurance issu]s1 or entities provid+ ph>macy b5efit managem5t s]vices or ph>macy b5efit adm9i/rative s]vices "u gr\p heal? plan or gr\p or individual heal? insurance cov]age receive reimbursem5t t is great] ?an ! m$ian price *>g$ to ! gr\p heal? plan or heal? insurance issu] :5 ! same drug is disp5s$ to enrollees 9 ! plan or cov]age by o!r ph>macies includ$ 9 ! ph>macy network ( t plan1 issu]1 or entity t are n :olly or p>tially own$ by ! heal? insurance issu] or entity provid+ ph>macy b5efit managem5t s]vices4 7#b7 ,requirem5t ,! ,comptroll] ,g5]al ( ! ,unit$ ,/ates %all ensure t ! report "u p>agraph 7#a7 does n conta9 in=mation t w\ld all[ a read] to id5tify a specific plan or entity provid+ ph>macy b5efits managem5t s]vices or o!rwise conta9 comm]cial or f9ancial in=mation t is privileg$ or confid5tial4 7#c7 ,def9itions ,9 ?is subsection1 ! t]ms gr\p heal? plan1 heal? insurance cov]age1 & heal? insurance issu] h ! mean+s giv5 su* t]ms 9 section #bgia ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjj;gg-#ia74 #cjfjg4 ,fund+ to support ,/ate applications = section #accb waiv]s & adm9i/ration ,section #accb ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjeb7 is am5d$ by add+ at ! end ! foll[+3 7f7 ,adm9i/ration & plann+ grants 7#a7 ,appropriation ,9 addition to any o!r am\nts made available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 = purposes ( implem5t+ ! grant program "u p>agraph 7#b7 & aw>d+ grants "u su* p>agraph4 7#b7 ,grants ,f ! am\nt appropriat$ "u p>agraph 7#a71 ! ,secret>y ( ,heal? & ,human ,s]vices %all aw>d grants to ,/ates = purposes ( develop+ a new waiv] application1 prep>+ an application = a waiv] ext5sion or am5dm5t1 or implem5t+ a ,/ate plan "u ?is section4 ,! am\nt ( a grant aw>d$ to a ,/ate "u ?is subsection %all rema9 available until exp5d$4 7#c7 ,limitation ,ea* grant aw>d$ to a ,/ate "u ?is subsection %all be 9 an am\nt n to exce$ #e1jjj1jjj4 4 #cjfjh4 ,adju/m5ts to uncomp5sat$ c>e pools & disproportionate %>e hospital paym5ts 7a7 ,adju/m5ts to uncomp5sat$ c>e pools ,section #aijc ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;b7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7cc7 ,exclud+ exp5ditures = expansion population f assi/ance "u waiv]s relat+ to uncomp5sat$ c>e ,) respect to a ,/ate ) a ,/ate plan 7or waiv] ( su* plan7 t does n provide1 ) respect to a fiscal ye> 7beg9n+ ) fiscal ye> #bjbc71 to all individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 b5*m>k cov]age describ$ 9 section #aicg7;b77#a7 or b5*m>k equival5t cov]age describ$ 9 section #aicg7;b77#b71 9 ! case ( any exp]im5tal1 pilot1 or demon/ration project und]tak5 "u section #aaae1 ) respect to su* ,/ate & fiscal ye>1 t provides = ,f$]al f9ancial p>ticipation ) respect to exp5ditures = paym5ts to provid]s = o!rwise uncomp5sat$ c>e t is furni%$ to l[-income individuals1 un9sur$ individuals1 or und]9sur$ individuals1 not)/&+ any waiv] au?ority available "u su* section1 su* project %all exclude f ,f$]al f9ancial p>ticipation any exp5ditures = c>e t is furni%$ ) respect to su* fiscal ye> to individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii74 4 7b7 ,adju/m5ts to disproportionate %>e hospital paym5ts 7#a7 ,9 g5]al ,section #aibc7;f7 ( ! ,social ,security ,act 7#db ,u4,s4,c4#acifr-#d7;f77 is am5d$-- 7,a7 9 p>agraph 7#c77;,a71 by /rik+ p>agraphs 7#f71 7#g71 & 7#h7 & ins]t+ p>agraphs 7#f71 7#g71 7#h71 & 7#aj72 7,b7 9 p>agraph 7#f77;,a77vi71 by ins]t+ 7except p>agraph 7#aj77 be=e 1 any o!r provision ( law2 7,c7 9 p>agraph 7#g77;,a77i71 by ins]t+ )\t reg>d to p>agraph 7#aj71 be=e ! ,secret>y2 & 7,d7 by add+ at ! end ! foll[+ new p>agraph3 7#aj7 ,/ate ,,d% allotm5ts = non-expansion ,/ates beg9n+ ) fiscal ye> #bjbc 7,a7 ,9 g5]al ,= fiscal ye> #bjbc & ea* subsequ5t fiscal ye>-- 7i7 9 ! case ( a ,/ate ) a ,/ate plan 7or waiv] ( su* plan7 t1 ) respect to su* fiscal ye>1 does n provide to all individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 b5*m>k cov]age describ$ 9 section #aicg7;b77#a7 or b5*m>k equival5t cov]age describ$ 9 section #aicg7;b77#b71 ! ,secret>y %all r$uce ! ,,d% allotm5t to ! ,/ate = su* fiscal ye> 9 ! am\nt equal to #ab4e p]c5t ( ! ,,d% allotm5t t w\ld 7aft] ! application ( p>agraph 7#f71 & )\t ! application ( p>agraphs 7#g71 7#h71 or ?is p>agraph7 be det]m9$ "u ?is subsection = ! ,/ate = su* fiscal ye>2 7ii7 9 ! case ( a ,/ate ) a ,/ate plan 7or waiv] ( su* plan7 t1 ) respect to su* fiscal ye>1 initially provides to all individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 b5*m>k cov]age describ$ 9 #aicg7;b77#a7 or b5*m>k equival5t cov]age describ$ 9 section #aicg7;b77#b71 b dur+ su* fiscal ye> /ops provid+ to any su* individual su* b5*m>k or b5*m>k equival5t cov]age1 ! ,secret>y %all r$uce ! ,,d% allotm5t to ! ,/ate = su* fiscal ye> 9 ! am\nt equal to ! product (-- 7,i7 #ab4e p]c5t ( ! ,,d% allotm5t t w\ld 7aft] ! application ( p>agraph 7#f71 & )\t ! application ( p>agraphs 7#g71 7#h71 or ?is p>agraph7 be det]m9$ "u ?is subsection = ! ,/ate = su* fiscal ye>2 & 7,,ii7 express$ z a p]c5tage1 ! numb] ( days ( su* fiscal ye> dur+ :i* su* ,/ate plan 7or waiv] ( su* plan71 ) respect to su* fiscal ye>1 did n provide to su* individuals su* b5*m>k or b5*m>k equival5t cov]age2 or 7iii7 9 ! case ( a ,/ate ) a ,/ate plan 7or waiv] ( su* plan7 t1 ) respect to su* fiscal ye>1 ei!r-- 7,i7 initially does n provide to all individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 b5*m>k cov]age describ$ 9 #aicg7;b77#a7 or b5*m>k equival5t cov]age describ$ 9 section #aicg7;b77#b71 b dur+ ! fiscal ye> e/abli%es a ,/ate plan 7or waiv] ( su* plan7 t provides1 = ! rema9d] ( ! fiscal ye>1 all su* individuals su* b5*m>k or b5*m>k equival5t cov]age2 or 7,,ii7 did n provide to all su* individuals su* b5*m>k or b5*m>k equival5t cov]age dur+ ! fiscal ye> prec$+ su* fiscal ye> describ$ 9 ! matt] prec$+ subclause 7,i71 b on ! fir/ day ( su* fiscal ye> e/abli%es a ,/ate plan 7or waiv] ( su* plan7 t provides1 = ! entirety ( su* fiscal ye>1 all su* individuals su* b5*m>k or b5*m>k equival5t cov]age2 ! ,,d% allotm5t = su* ,/ate = su* fiscal ye> is equal to ! ,,d% allotm5t "u ?is subsection 7)\t application ( ?is p>agraph7 = ! ,/ate = ! entirety ( su* fiscal ye>4 7,b7 ,calculation ( ,,d% allotm5ts aft] expansion p]iod ,! ,,d% allotm5t = a ,/ate = fiscal ye>s aft] :i* a ,/ate provides "u a ,/ate plan 7or waiv] ( su* plan7 to all individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 b5*m>k cov]age describ$ 9 section #aicg7;b77#a7 or b5*m>k equival5t cov]age describ$ 9 section #aicg7;b77#b7 &1 = :i* ! ,/ate cont9ues to provide "u ! ,/ate plan 7or waiv] ( su* plan7 su* b5*m>k or b5*m>k equival5t cov]age to su* individuals1 )\t ! provid+ ( su* b5*m>k or b5*m>k equival5t cov]age be+ /opp$ dur+ a fiscal ye> 7z describ$ 9 ! matt] prec$+ subclause 7,i7 ( subp>agraph 7,a77ii771 %all be calculat$ "u p>agraph 7#c7 )\t reg>d to ?is p>agraph4 4 7#b7 ,te*nical am5dm5t ,section #aibc7;f77#g77;,a77i77,,ii7 ( ! ,social ,security ,act 7#db ,u4,s4,c4#acifr-#d7;f77#g77;,a77i77,,ii7 7 is am5d$ by add+ at p]iod at ! end4 #cjfji4 ,fur!r increase 9 ,,fmap = ,m$ical ,assi/ance = ,newly ,eligible ,m&atory ,individuals ,section #aije7y77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7y77#a77 is am5d$-- 7#a7 9 subp>agraph 7,d71 by /rik+ at ! end &2 7#b7 9 subp>agraph 7,e71 by /rik+ #bjbj & ea* ye> !reaft]4 & ins]t+ #bjbj1 #bjba1 & #bjbb2 &2 & 7#c7 by add+ at ! end ! foll[+ new subp>agraphs3 7,f7 #ic p]c5t = cal5d> qu>t]s 9 #bjbc1 #bjbd1 & #bjbe2 & 7,g7 #ij p]c5t = cal5d> qu>t]s 9 #bjbf & ea* ye> !reaft]4 4 ,f ,m$icaid #a ,inve/m5ts 9 ,home & ,community-,bas$ ,s]vices & ,long-,t]m ,c>e ,quality & ,work=ce #cjgaa4 ,,hcbs improvem5t plann+ grants 7a7 ,fund+ 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #acj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out ?is section4 7#b7 ,te*nical assi/ance & guidance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until exp5d$1 = purposes ( issu+ guidance & provid+ te*nical assi/ance to ,/ates int5d+ to apply =1 or :i* are aw>d$1 a plann+ grant "u ?is section1 & = o!r adm9i/rative exp5ses relat$ to aw>d+ plann+ grants "u ?is section4 7b7 ,aw>d & use ( grants 7#a7 ,deadl9e = aw>d ( grants ,f ! am\nt appropriat$ "u subsection 7a77#a71 ! ,secret>y1 n lat] ?an #ab mon?s aft] ! date ( enactm5t ( ?is ,act1 %all solicit ,/ate reque/s = ,,hcbs improvem5t plann+ grants & aw>d su* grants to all ,/ates t meet su* requirem5ts z det]m9$ by ! ,secret>y4 7#b7 ,use ( funds ,subject to p>agraph 7#c71 a ,/ate aw>d$ a plann+ grant "u ?is section %all use ! grant to c>ry out plann+ activities = purposes ( develop+ & submitt+ to ! ,secret>y an ,,hcbs improvem5t plan = ! ,/ate t meets ! requirem5ts ( subsections 7c7 & 7d74 ,a ,/ate may use plann+ grant funds to support activities relat$ to ! implem5tation ( ! ,,hcbs improvem5t plan = ! ,/ate1 collect & report in=mation describ$ 9 subsection 7c71 id5tify areas = improvem5t to ! s]vice deliv]y sy/ems = home & community-bas$ s]vices1 c>ry out activities relat$ to evaluat+ paym5t rates = home & community-bas$ s]vices & id5tify+ improvem5ts to update ! rate sett+ process1 & make relat$ infra/ructure inve/m5ts 7su* z case managem5t or o!r in=mation te*nology sy/ems74 7#c7 ,limitation on use ( funds ,none ( ! funds aw>d$ to a ,/ate "u ?is section may be us$ by a ,/ate z ! s\rce ( ! non-,f$]al %>e ( exp5ditures "u ! ,/ate plan 7or waiv] ( su* plan74 7c7 ,,hcbs improvem5t plan requirem5ts ,9 ord] to meet ! requirem5ts ( ?is subsection1 an ,,hcbs improvem5t plan develop$ us+ funds aw>d$ to a ,/ate "u ?is section %all include1 ) respect to ! ,/ate & subject to subsection 7d71 ! foll[+3 7#a7 ,exi/+ ,m$icaid ,,hcbs l&scape 7,a7 ,eligibility & b5efits ,a description ( ! exi/+ /&>ds1 pa?ways1 & me?odologies = eligibility = home & community-bas$ s]vices pursuant to ! ,/ate plan 7or waiv] ( su* plan71 includ+ limits on assets & income1 ! home & community-bas$ s]vices available "u ! ,/ate ,m$icaid program & ! types ( sett+s 9 :i* !y may be provid$1 & utilization managem5t /&>ds = su* s]vices4 7,b7 ,access 7i7 ,b>ri]s ,a description ( ! b>ri]s to access+ home & community-bas$ s]vices 9 ! ,/ate id5tifi$ by ,m$icaid eligible individuals1 ! families ( su* individuals1 & direct c>e work]s & home c>e ag5cies1 or o!r simil> organizations4 7ii7 ,availability2 unmet ne$ ,a summ>y1 9 accordance ) guidance issu$ by ! ,secret>y & z able to be practicably det]m9$ by ! ,/ate1 ( ! ext5t to :i* home & community-bas$ s]vices are available to all individuals 9 ! ,/ate :o w\ld be eligible = su* s]vices "u ! ,/ate ,m$icaid program 7includ+ individuals :o are on a wait+ li/ = su* s]vices74 7,c7 ,utilization ,an assessm5t ( ! utilization ( home & community-bas$ s]vices 9 ! ,/ate 7includ+ ! numb] ( individuals receiv+ su* s]vices7 dur+ su* p]iod specifi$ by ! ,secret>y4 7,d7 ,s]vice deliv]y /ructures & supports ,a description ( ! s]vice deliv]y /ructures = provid+ home & community-bas$ s]vices 9 ! ,/ate4 7,e7 ,work=ce ,a description ( ! direct c>e work=ce1 includ+ e/imates ( ! numb] ( full- & "p-"t direct c>e work]s1 ! av]age & range ( direct c>e work] wages1 ! b5efits provid$ to direct c>e work]s1 & ! turnov] & vacancy rates ( direct c>e work] positions4 7,f7 ,paym5t rates 7i7 ,9 g5]al ,a description ( ! paym5t rates = home & community-bas$ s]vices1 includ+1 to ! ext5t applicable1 h[ paym5ts = su* s]vices are factor$ into ! developm5t ( manag$ c>e capitation rates1 :5 ! ,/ate la/ updat$ paym5t rates = home & community-bas$ s]vices1 & an e/imate ( ! portion ( ! paym5t rate t goes t[>d direct c>e work] comp5sation4 7ii7 ,assessm5t ,an assessm5t ( ! relation%ip betwe5 paym5t rates = su* s]vices & work=ce %ortages1 av]age b5efici>y wait times = su* s]vices1 & provid]-to-b5efici>y ratios 9 ! geographic region4 7,g7 ,quality ,a description ( h[ ! quality ( home & community-bas$ s]vices is measur$ & monitor$4 7,h7 ,long-t]m s]vices & supports provid$ 9 in/itutional sett+s ,a description ( ! numb] ( individuals enroll$ 9 ! ,/ate ,m$icaid program 9 a ye> :o receive items & s]vices furni%$ by an in/itution = great] ?an #cj days 9 an in/itutional sett+4 7,i7 ,,hcbs %>e ( ov]all ,m$icaid ,,ltss sp5d+ ,= ! mo/ rec5t ,/ate fiscal ye> = :i* complete data is available1 ! p]c5tage ( exp5ditures made by ! ,/ate "u ! ,/ate ,m$icaid program = long-t]m s]vices & supports t are = home & community-bas$ s]vices4 7,j7 ,demographic data ,to ! ext5t available & z applicable ) respect to ! in=mation requir$ "u subp>agraphs 7,b71 7,c71 & 7,h71 demographic data = su* in=mation1 disaggregat$ by age gr\ps1 prim>y disability1 income brackets1 g5d]1 race1 e?nicity1 geography1 prim>y language1 & type ( s]vice sett+4 7#b7 ,goals = ,,hcbs improvem5ts ,a description ( h[ ! ,/ate w d ! foll[+3 7,a7 ,conduct ! activities requir$ "u subsection 7jj7 ( section #aije ( ! ,social ,security ,act 7z add$ "u section #cjgab74 7,b7 ,r$uce b>ri]s to & disp>ities 9 access or utilization ( home & community-bas$ s]vices 9 ! ,/ate4 7,c7 ,monitor & report on access to home & community-bas$ s]vices "u ! ,/ate ,m$icaid program1 disp>ities 9 access to su* s]vices1 & ! utilization ( su* s]vices4 7,d7 ,monitor & report ! am\nt ( ,/ate ,m$icaid exp5ditures = home & community-bas$ s]vices "u ! ,/ate ,m$icaid program z a proportion ( ! total am\nt ( ,/ate exp5ditures "u ! ,/ate ,m$icaid program = long-t]m s]vices & supports4 7,e7 ,monitor & report on wages1 b5efits1 & vacancy & turnov] rates = direct c>e work]s4 7,f7 ,assess & monitor ! suffici5cy ( paym5t rates "u ! ,/ate ,m$icaid program1 9 a mann] specifi$ by ! ,secret>y1 = ! specific types ( home & community-bas$ s]vices available "u su* program = purposes ( support+ direct c>e work] recruitm5t & ret5tion & ensur+ ! availability ( home & community-bas$ s]vices4 7,g7 ,coord9ate implem5tation ( ! ,,hcbs improvem5t plan among ! ,/ate ,m$icaid ag5cy & ,/ate heal? & human s]vices ag5cies s]v+ individuals ) disabilities & ! eld]ly4 7d7 ,developm5t & approval requirem5ts 7#a7 ,developm5t requirem5ts ,9 ord] to meet ! requirem5ts ( ?is subsection1 a ,/ate aw>d$ a plann+ grant "u ?is section %all develop an ,,hcbs improvem5t plan = ! ,/ate ?r\gh a public notice & comm5t process t includes consultation ) ,m$icaid eligible individuals :o are recipi5ts ( home & community-bas$ s]vices1 family c>egiv]s ( su* recipi5ts1 provid]s1 heal? plans1 direct c>e work]s1 *os5 repres5tatives ( direct c>e work]s1 & ag+1 disability1 & work=ce advocates4 7#b7 ,au?ority to adju/ c]ta9 plan cont5t requirem5ts ,! ,secret>y may modify ! requirem5ts = any ( ! in=mation specifi$ 9 subsection 7c77#a7 if a ,/ate reque/s a modification & demon/rates to ! satisfaction ( ! ,secret>y t x is impracticable = ! ,/ate to collect & submit ! in=mation4 7#c7 ,submission & approval ,n lat] ?an #bd mon?s aft] ! date on :i* a ,/ate is aw>d$ a plann+ grant "u ?is section1 ! ,/ate %all submit an ,,hcbs improvem5t plan = approval by ! ,secret>y1 along ) assurances by ! ,/ate t ! ,/ate w implem5t ! plan 9 accordance ) ! requirem5ts ( ! ,,hcbs ,improvem5t ,program e/abli%$ "u subsection 7jj7 ( section #aije ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7 7z add$ by section #cjgab74 ,! ,secret>y %all approve & make publicly available ! ,,hcbs improvem5t plan = a ,/ate aft] ! plan & su* assurances are submitt$ to ! ,secret>y = approval & ! ,secret>y det]m9es ! plan meets ! requirem5ts ( subsection 7c74 ,a ,/ate may am5d its ,,hcbs improvem5t plan1 subject to ! approval ( ! ,secret>y t ! plan z s am5d$ meets ! requirem5ts ( subsection 7c74 ,! ,secret>y may )hold or rec\p funds provid$ "u ?is section to a ,/ate1 if ! ,/ate fails to comply ) ! requirem5ts ( ?is section4 7e7 ,def9itions ,9 ! "p3 7#a7 ,direct c>e work] ,! t]m direct c>e work] means1 ) respect to a ,/ate1 any ( ! foll[+ individuals :o are paid to provide directly to ,m$icaid eligible individuals home & community-bas$ s]vices available "u ! ,/ate ,m$icaid program3 7,a7 ,a regi/]$ nurse1 lic5s$ practical nurse1 nurse practition]1 or cl9ical nurse speciali/1 or a lic5s$ nurs+ assi/ant :o provides su* s]vices "u ! sup]vision ( a regi/]$ nurse1 lic5s$ practical nurse1 nurse practition]1 or cl9ical nurse speciali/4 7,b7 ,a direct support pr(essional4 7,c7 ,a p]sonal c>e att5dant4 7,d7 ,a home heal? aide4 7,e7 ,any o!r paid heal? c>e pr(essional or work] det]m9$ to be appropriate by ! ,/ate & approv$ by ! ,secret>y4 7#b7 ,,hcbs program improvem5t ,/ate ,! t]m ,,hcbs program improvem5t ,/ate means a ,/ate t is aw>d$ a plann+ grant "u subsection 7b7 & has an ,,hcbs improvem5t plan approv$ by ! ,secret>y "u subsection 7d77#c74 7#c7 ,heal? plan ,! t]m heal? plan means any ( ! foll[+ entities t provide or arrange = home & community-bas$ s]vices = ,m$icaid eligible individuals :o are enroll$ ) ! entities "u a contract ) a ,/ate3 7,a7 ,a m$icaid manag$ c>e organization1 z def9$ 9 section #aijc7m77#a77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;b7m77#a77;,a774 7,b7 ,a prepaid inpati5t heal? plan or prepaid ambulatory heal? plan1 z def9$ 9 section #dch4b ( title #db1 ,code ( ,f$]al ,regulations 7or any successor regulation74 7#d7 ,home & community-bas$ s]vices ,! t]m home & community-bas$ s]vices means any ( ! foll[+ 7:e!r provid$ on a fee-=-s]vice1 risk1 or o!r basis73 7,a7 ,home heal? c>e s]vices au?oriz$ "u p>agraph 7#g7 ( section #aije7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7a774 7,b7 ,private duty nurs+ s]vices au?oriz$ "u p>agraph 7#h7 ( su* section1 :5 su* s]vices are provid$ 9 a ,m$icaid eligible individual's home4 7,c7 ,p]sonal c>e s]vices au?oriz$ "u p>agraph 7#bd7 ( su* section4 7,d7 ,,pace s]vices au?oriz$ "u p>agraph 7#bf7 ( su* section4 7,e7 ,home & community-bas$ s]vices au?oriz$ "u subsections 7b71 7c71 7i71 7j71 & 7k7 ( section #aiae ( su* ,act 7#db ,u4,s4,c4 #acifn71 au?oriz$ "u a waiv] "u section #aaae ( su* ,act 7#db ,u4,s4,c4 #acae71 or provid$ ?r\gh cov]age au?oriz$ "u section #aicg ( su* ,act 7#db ,u4,s4,c4 #acifu-#g74 7,f7 ,case managem5t s]vices au?oriz$ "u section #aije7;a77#ai7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7a77#ai77 & section #aiae7;g7 ( su* ,act 7#db ,u4,s4,c4 #acifn7g774 7,g7 ,rehabilitative s]vices1 includ+ ^? relat$ to behavioral heal?1 describ$ 9 section #aije7;a77#ac7 ( su* ,act 7#db ,u4,s4,c4 #acif;d7a77#ac774 7,h7 ,su* o!r s]vices specifi$ by ! ,secret>y4 7#e7 ,in/itutional sett+ ,! t]m in/itutional sett+ means-- 7,a7 a skill$ nurs+ facility 7z def9$ 9 section #ahai7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie;i-#c7;a7772 7,b7 a nurs+ facility 7z def9$ 9 section #aiai7;a7 ( su* ,act 7#db ,u4,s4,c4 #acifr7a7772 7,c7 a long-t]m c>e hospital 7z describ$ 9 section #ahhf7;d77#a77;,b77iv7 ( su* ,act 7#db ,u4,s4,c4 #acieww7d77#a77;,b77iv7772 7,d7 a facility describ$ 9 section #aije7;d7 ( su* ,act 7#db ,u4,s4,c4 #acif;d7d7772 7,e7 an in/itution :i* is a psy*iatric hospital 7z def9$ 9 section #ahfa7;f7 ( su* ,act 7#db ,u4,s4,c4 #aciex7f777 or t provides inpati5t psy*iatric s]vices 9 a resid5tial sett+ specifi$ by ! ,secret>y2 & 7,f7 an in/itution describ$ 9 section #aije7;i7 ( su* ,act 7#db ,u4,s4,c4 #acif;d7i774 7#f7 ,m$icaid eligible individual ,! t]m ,m$icaid eligible individual means an individual :o is eligible = & receiv+ m$ical assi/ance "u a ,/ate ,m$icaid plan or a waiv] ( su* plan4 ,su* t]m includes an individual :o is on a wait+ li/ & :o w\ld become eligible = m$ical assi/ance & enroll$ "u a ,/ate ,m$icaid plan1 or waiv] ( su* plan1 ^u receipt ( home & community-bas$ s]vices4 7#g7 ,/ate ,m$icaid program ,! t]m ,/ate ,m$icaid program means1 ) respect to a ,/ate1 ! ,/ate program "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif ?r\gh #acifw-#f7 7includ+ any waiv] or demon/ration "u su* title or "u section #aaae ( su* ,act 7#db ,u4,s4,c4 #acae7 relat+ to su* title74 7#h7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,heal? & ,human ,s]vices4 7#i7 ,/ate ,! t]m ,/ate means ea* ( ! #ej ,/ates1 ! ,di/rict ( ,columbia1 ,pu]to ,rico1 ! ,virg9 ,isl&s1 ,guam1 ! ,nor!rn ,m>iana ,isl&s1 & ,am]ican ,samoa4 #cjgab4 ,,hcbs ,improvem5t ,program 7a7 ,increas$ ,,fmap = ,,hcbs program improvem5t ,/ates ,section #aije ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7 is am5d$-- 7#a7 9 subsection 7b71 by /rik+ & 7ii7 & ins]t+ 7ii71 & 7jj72 & 7#b7 by add+ at ! end ! foll[+ new subsection3 7jj7 ,additional support = ,,hcbs program improvem5t ,/ates 7#a7 ,9 g5]al 7,a7 ,additional support ,subject to p>agraph 7#e71 9 ! case ( a ,/ate t is an ,,hcbs program improvem5t ,/ate1 = ea* fiscal qu>t] t beg9s on or aft] ! fir/ date on :i* ! ,/ate is an ,,hcbs program improvem5t ,/ate-- 7i7 & = :i* ! ,/ate meets ! requirem5ts describ$ 9 p>agraphs 7#b7 & 7#d71 not)/&+ subsection 7b7 or 7ff71 subject to subp>agraph 7,b71 ) respect to am\nts exp5d$ dur+ ! qu>t] by su* ,/ate = m$ical assi/ance = home & community-bas$ s]vices1 ! ,f$]al m$ical assi/ance p]c5tage = su* ,/ate & qu>t] 7z det]m9$ = ! ,/ate "u subsection 7b7 &1 if applicable1 increas$ "u subsection 7y71 7z71 7aa71 or 7ii71 section #fjjh7;a7 ( ! ,families ,fir/ ,coronavirus ,response ,act71 or section #aiae7k77#b7 %all be increas$ by #f p]c5tage po9ts2 & 7ii7 ) respect to ! ,/ate meet+ ! requirem5ts describ$ 9 p>agraphs 7#b7 & 7#d7 & ) respect to am\nts exp5d$ dur+ ! qu>t] & be=e ,octob] #a1 #bjca1 = adm9i/rative co/s = exp&+ & enhanc+ home & community-bas$ s]vices1 includ+ = enhanc+ ,m$icaid data & te*nology infra/ructure1 modify+ rate sett+ processes1 adopt+ or improv+ tra9+ programs = direct c>e work]s & family c>egiv]s1 home & community-bas$ s]vices ombudsman (fice activities 7z reimbursable "u section #aijc7;a77#g771 develop+ processes to id5tify direct c>e work]s & assign su* work]s unique id5tifi]s 7z s reimbursable71 & adopt+1 c>ry+ out1 or enhanc+ programs t regi/] direct c>e work]s or connect b5efici>ies to direct c>e work]s1 ! p] c5tum specifi$ 9 sections #aijc7;a77#g7 & #aijc7;a77#c7 %all be increas$ to #hj p]c5t4 ,9 no case may ! application ( clause 7i7 result 9 ! ,f$]al m$ical assi/ance p]c5tage det]m9$ = a ,/ate be+ m ?an #ie p]c5t ) respect to su* exp5ditures4 ,9 no case %all ! application ( clause 7ii7 result 9 a r$uction to ! p] c5tum o!rwise specifi$ )\t application ( su* clause4 ,any increase pursuant to clause 7ii7 %all be available to a ,/ate be=e ! ,/ate meets ! requirem5ts ( p>agraphs 7#b7 & 7#d74 7,b7 ,additional ,,hcbs improvem5t ef=ts ,subject to p>agraph 7#e71 9 addition to ! increase to ! ,f$]al m$ical assi/ance p]c5tage "u subp>agraph 7,a77i7 = am\nts exp5d$ dur+ a qu>t] = m$ical assi/ance = home & community-bas$ s]vices by an ,,hcbs program improvem5t ,/ate t meets ! requirem5ts ( p>agraphs 7#b7 & 7#d7 = ! qu>t]1 ! ,f$]al m$ical assi/ance p]c5tage = am\nts exp5d$ by ! ,/ate dur+ ! qu>t] = m$ical assi/ance = home & community-bas$ s]vices %all be fur!r increas$ by #b p]c5tage po9ts 7b n to exce$ #ie p]c5t7 dur+ ! fir/ #f fiscal qu>t]s ?r\gh\t :i* ! ,/ate has implem5t$ & has 9 effect a program t meets ! requirem5ts ( p>agraph 7#c74 7,c7 ,nonapplication ( t]ritorial fund+ caps ,any paym5t made to ,pu]to ,rico1 ! ,virg9 ,isl&s1 ,guam1 ! ,nor!rn ,m>iana ,isl&s1 or ,am]ican ,samoa = exp5ditures t are subject to an increase 9 ! ,f$]al m$ical assi/ance p]c5tage "u subp>agraph 7,a77i7 or 7,b71 or an increase 9 an applicable ,f$]al mat*+ p]c5tage "u subp>agraph 7,a77ii71 %all n be tak5 into acc\nt = purposes ( apply+ paym5t limits "u subsections 7f7 & 7g7 ( section #aajh4 7,d7 ,nonapplication to ,,*ip ,,efmap ,any increase describ$ 9 subp>agraph 7,a7 7or paym5t made = exp5ditures on m$ical assi/ance t are subject to su* increase7 %all n be tak5 into acc\nt 9 calculat+ ! enhanc$ ,,fmap ( a ,/ate "u section #baje4 7#b7 ,requirem5ts ,subject to ! la/ s5t5ce ( p>agraph 7#a77;,a71 z conditions = receipt ( ! increase "u p>agraph 7#a7 to ! ,f$]al m$ical assi/ance p]c5tage det]m9$ = a ,/ate1 ) respect to a fiscal ye> qu>t]1 ! ,/ate %all meet ea* ( ! foll[+ requirem5ts3 7,a7 ,nonsupplantation ,! ,/ate uses ! ,f$]al funds attributable to ! increase 9 ! ,f$]al m$ical assi/ance p]c5tage = am\nts exp5d$ dur+ a qu>t] = m$ical assi/ance = home & community-bas$ s]vices "u p>agraph 7#a77;,a7 & p>agraph 7#a77;,b7 7if applicable7 to supplem5t1 & n supplant1 ! level ( ,/ate funds exp5d$ = home & community-bas$ s]vices = eligible individuals ?r\gh programs 9 effect z ( ! date ! ,/ate is aw>d$ a plann+ grant "u section #cjgaa ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 ,9 apply+ ?is subp>agraph1 ! ,secret>y %all provide t a ,/ate %all h a #c-ye> p]iod1 z specifi$ by ! ,secret>y1 to sp5d any accumulat$ unsp5t ,/ate funds attributable to ! increase describ$ 9 clause 7i7 9 ! ,f$]al m$ical assi/ance p]c5tage4 7,b7 ,ma9t5ance ( ef=t 7i7 ,9 g5]al ,! ,/ate does n-- 7,i7 r$uce ! am\nt1 duration1 or scope ( home & community-bas$ s]vices available "u ! ,/ate plan 7or waiv] ( su* plan7 relative to ! home & community-bas$ s]vices available "u ! plan or a waiv] ( su* plan z ( ! date on :i* ! ,/ate 0 aw>d$ a plann+ grant "u section #cjgaa ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad2 7,,ii7 r$uce paym5t rates = home & community-bas$ s]vices l[] ?an su* rates t 7 9 place z ( ! date describ$ 9 subclause 7,i71 includ+1 to ! ext5t applicable1 assum$ paym5t rates = su* s]vices t are includ$ 9 manag$ c>e capitation rates z su* rates are be+ prospectively built2 or 7,,iii7 except to ! ext5t p]mitt$ "u clause 7ii71 adopt m re/rictive /&>ds1 me?odologies1 or proc$ures = det]m9+ eligibility = or ! scope ( m$ical assi/ance ( home & community-bas$ s]vices1 includ+ ) respect to co/-%>+1 ?an ! /&>ds1 me?odologies1 or proc$ures applicable z ( ! date describ$ 9 subclause 7,i74 7ii7 ,conditions = flexibility ,a ,/ate may make modifications t w\ld o!rwise violate ! ma9t5ance ( ef=t describ$ 9 clause 7i7 if ! ,/ate demon/rates to ! satisfaction ( ! ,secret>y t su* modifications %all n result 9-- 7,i7 home & community-bas$ s]vices t are less compreh5sive or l[] 9 am\nt1 duration1 or scope2 7,,ii7 few] individuals 7ov]all & )9 p>ticul> eligibility gr\ps7 receiv+ home & community-bas$ s]vices1 ! calculation ( :i* may be adju/$ = demographic *anges s9ce ! date describ$ 9 clause 7i77,i72 or 7,,iii7 increas$ co/-%>+ 7o!r ?an result+ f ! rate ( inflation7 = home & community-bas$ s]vices4 7,c7 ,access to s]vices ,n lat] ?an an implem5tation date z specifi$ by ! ,secret>y 7:i* may v>y = ea* ( ! foll[+ clauses7 aft] ! fir/ day ( ! fir/ fiscal qu>t] = :i* a ,/ate receives an increase to ! ,f$]al m$ical assi/ance p]c5tage or o!r applicable ,f$]al mat*+ p]c5tage "u p>agraph 7#a71 ! ,/ate does all ( ! foll[+ to improve access to s]vices3 7i7 ,r$uce access b>ri]s & disp>ities 9 access or utilization ( home & community-bas$ s]vices1 z describ$ 9 ! ,/ate ,,hcbs improvem5t plan4 7ii7 ,provides cov]age ( p]sonal c>e s]vices au?oriz$ "u subsection 7a77#bd7 = all individuals eligible = & enroll$ 9 m$ical assi/ance 9 ! ,/ate4 7iii7 ,provides = navigation ( home & community-bas$ s]vices ?r\gh no wrong door programs1 provides exp$it$ eligibility = home & community-bas$ s]vices1 & improves home & community-bas$ s]vices c\nsel+ & education programs4 7iv7 ,exp&s access to behavioral heal? s]vices furni%$ 9 home & community-bas$ sett+s4 7v7 ,improves coord9ation ( home & community-bas$ s]vices ) employm5t1 h\s+1 & transportation supports4 7vi7 ,provides supports to family c>egiv]s4 7vii7 ,newly provides cov]age "u1 or exp&s exi/+ eligibility crit]ia =1 #a or m ( ! eligibility categories au?oriz$ "u subclause 7,,xiii71 7,,xv71 or 7,,xvi7 ( section #aijb7;a77#aj77;,a77ii74 7,d7 ,work=ce 7i7 ,9 g5]al ,! ,/ate /r5g!ns & exp&s ! direct c>e work=ce t provides home & community-bas$ s]vices by-- 7,i7 adopt+ processes to ensure t paym5t rates = home & community-bas$ s]vices are suffici5t 7z def9$ by ! ,secret>y7 to ensure t c>e & s]vices are available to ! ext5t describ$ 9 ! ,/ate ,,hcbs improvem5t plan2 & 7,,ii7 updat+ qualification /&>ds z appropriate1 & develop+ & adopt+ tra9+ opportunities = direct c>e work]s & family c>egiv]s1 at su* times z ! ,secret>y %all prescribe4 7ii7 ,paym5t rates ,9 c>ry+ out clause 7i77,i71 ! ,/ate %all-- 7,i7 update &1 z appropriate1 increase paym5t rates = home & community-bas$ s]vices to support recruitm5t & ret5tion ( ! direct c>e work=ce by n lat] ?an #b ye>s aft] approval ( ! ,,hcbs improvem5t plan &1 at lea/ e #c ye>s !reaft]1 us+1 ?r\gh exi/+ or o!r processes to det]m9e provid] paym5t1 a transp>5t process involv+ mean+ful input f nongov]nm5tal /akehold]s2 & 7,,ii7 ensure t increases 9 ! paym5t rates = home & community-bas$ s]vices-- 7aa7 at a m9imum1 result 9 a proportionate increase to paym5ts = direct c>e work]s & 9 a mann] t is det]m9$ ) input f ! /akehold]s describ$ 9 subclause 7,i72 & 7bb7 are incorporat$ into provid] paym5t rates = home & community-bas$ s]vices provid$ "u ?is title by a heal? plan1 "u a contract & paid ?r\gh capitation rates ) ! ,/ate4 7#c7 ,self-direct$ models = ! deliv]y ( s]vices ,z conditions = receipt ( ! increase "u p>agraph 7#a77;,b7 to ! ,f$]al m$ical assi/ance p]c5tage det]m9$ = a ,/ate1 ) respect to a fiscal ye> qu>t]1 ! ,/ate %all e/abli% directly1 or by contract ) #a or m entities1 includ+ an ag5cy ) *oice or a simil> s]vice deliv]y model1 a program = ! p]=mance ( all ( ! foll[+ functions to facilitate b5efici>y use ( self-direct$ c>e 9 ! case ! ,/ate cov]s home & community-bas$ s]vices "u au?orities t p]mit self-direction3 7,a7 ,regi/]+ qualifi$ direct c>e work]s & assi/+ b5efici>ies 9 f9d+ direct c>e work]s4 7,b7 ,und]tak+ activities to recruit & tra9 indep5d5t provid]s to enable b5efici>ies to direct _! own c>e1 includ+ by provid+ or coord9at+ tra9+ = b5efici>ies on self-direct$ c>e4 7,c7 ,ensur+ ! safety (1 & support+ ! quality (1 c>e provid$ to b5efici>ies4 7,d7 ,facilitat+ coord9ation betwe5 ,/ate & local ag5cies & direct c>e work]s = matt]s ( public heal?1 tra9+ opportunities1 *anges 9 program requirem5ts1 workplace heal? & safety1 or relat$ matt]s4 7,e7 ,support+ b5efici>y hir+1 if select$ by ! b5efici>y1 ( indep5d5t provid]s ( home & community-bas$ s]vices1 includ+ by process+ applicable tax in=mation1 collect+ & process+ time%eets1 submitt+ claims & process+ paym5ts to su* provid]s4 7,f7 ,to ! ext5t a ,/ate p]mits b5efici>ies to hire a family memb] or individual ) :om !y h an exi/+ relation%ip to provide home & community-bas$ s]vices1 provid+ support to b5efici>ies :o wi% to hire a c>egiv] :o is a family memb] or individual ) :om !y h an exi/+ relation%ip4 7,g7 ,ensur+ t ! program "u ?is p>agraph does n promote or det] ! ability ( work]s to =m a labor organization or discrim9ate aga9/ work]s :o may jo9 or decl9e to jo9 su* an organization4 7#d7 ,report+ & ov]sight ,z conditions = receipt ( ! increase "u p>agraph 7#a7 to ! ,f$]al m$ical assi/ance p]c5tage det]m9$ = a ,/ate1 ) respect to a fiscal ye> qu>t]1 ! ,/ate %all meet ea* ( ! foll[+ requirem5ts3 7,a7 ,! ,/ate designates 7by a date specifi$ by ! ,secret>y7 an ,,hcbs ombudsman (fice 7or a long-t]m c>e ombudsman program (fice7 t-- 7i7 op]ates indep5d5tly f ! ,/ate ,m$icaid ag5cy & heal? plans2 7ii7 provides direct assi/ance to recipi5ts ( home & community-bas$ s]vices available "u ! ,/ate ,m$icaid program & _! families2 & 7iii7 id5tifies & reports sy/emic problems to ,/ate (ficials1 ! public1 & ! ,secret>y4 7,b7 ,beg9n+ ) ! la/ day ( ! #e? fiscal qu>t] = :i* ! /ate is an ,,hcbs program improvem5t ,/ate1 & annually !reaft]1 ! ,/ate reports to ! ,secret>y1 9 a mann] ! ,secret>y %all prescribe1 on ! progress ( implem5tation ( ! activities describ$ 9 subp>agraphs 7,c7 & 7,d7 ( p>agraph 7#b71 p>agraph 7#c7 7if applicable71 ! use ( enhanc$ ,f$]al fund+ provid$ "u ?is subsection1 & progress ) respect to home & community-bas$ s]vices availability1 utilization1 disp>ities 9 access & use ( s]vices1 sp5d+ on ,,hcbs1 & ! /atus ( ! direct c>e work=ce4 7#e7 ,b5*m>ks = demon/rat+ improvem5ts ,an ,,hcbs program improvem5t ,/ate %all cease to be eligible = an increase 9 ! ,f$]al m$ical assi/ance p]c5tage "u p>agraph 7#a77;,a77i7 or 7#a77;,b7 or an increase 9 an applicable ,f$]al mat*+ p]c5tage "u p>agraph 7#a77;,a77ii7 on or aft] ! fir/ date on :i* a ,/ate is an ,,hcbs program improvem5t ,/ate if ! ,/ate is f\nd to be out ( compliance ) ! requirem5ts ( ?is subsection & unless1 at ! end ( ! #bi? fiscal qu>t]1 ! ,/ate demon/rates ! foll[+ 9 ! annual report requir$ 9 p>agraph 7#d7 = su* qu>t]3 7,a7 ,increas$ availability 7above a m>g9al increase7 ( home & community-bas$ s]vices 9 ! ,/ate relative to su* availability z report$ 9 ! ,/ate ,,hcbs improvem5t plan & adju/$ = demographic *anges 9 ! ,/ate s9ce ! submission ( su* plan4 7,b7 ,) respect to ! p]c5tage ( exp5ditures made by ! ,/ate = long-t]m s]vices & supports t are = home & community-bas$ s]vices1 9 ! case ( an ,,hcbs program improvem5t ,/ate = :i* su* p]c5tage 7z report$ 9 ! ,/ate ,,hcbs improvem5t plan7 0-- 7i7 less ?an #ej p]c5t1 ! ,/ate demon/rates t ! p]c5tage ( su* exp5ditures has increas$ to at lea/ #ej p]c5t s9ce ! plan 0 approv$2 & 7ii7 at lea/ #ej p]c5t1 ! ,/ate demon/rates t su* p]c5tage has n decreas$ s9ce ! plan 0 approv$4 7#f7 ,def9itions ,9 ?is subsection1 ! t]ms ,/ate ,m$icaid plan1 direct c>e work]1 ,,hcbs program improvem5t ,/ate1 heal? plan2 & home & community-bas$ s]vices h ! mean+ giv5 ^? t]ms 9 section #cjgaa7;e7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 4 #cjgac4 ,fund+ = ,f$]al activities relat$ to ,m$icaid ,,hcbs ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out section #cjgab 7includ+ ! am5dm5ts made by su* section71 includ+ by issu+ necess>y guidance & te*nical assi/ance to ,/ates1 conduct+ program integrity & ov]sight ef=ts1 & prep>+ & submitt+ to ! ,committee on ,en]gy & ,comm]ce ( ! ,h\se ( ,repres5tatives & ! ,committee on ,f9ance ( ! ,s5ate1 beg9n+ #e ye>s aft] ! date ( ! enactm5t ( ?is ,act & e ?ree ye>s !reaft]1 a report describ+ ! progress ( ! ,,hcbs plann+ & improvem5t activities und]tak5 by ,/ates z applicable & z describ$ 9 sections #cjgaa & #cjgab 7includ+ ! am5dm5ts made by su* sections71 & describ+ ! impact ( su* activities on access to c>e1 includ+ ) respect to disp>ities 9 access & utilization1 & ! direct c>e work=ce4 #cjgad4 ,fund+ = ,,hcbs quality measurem5t & improvem5t 7a7 ,increas$ ,f$]al mat*+ rate = adoption & report+ ( ,,hcbs quality measures 7#a7 ,9 g5]al ,section #aijc7;a77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;b7a77#c77 is am5d$-- 7,a7 9 subp>agraph 7,f77ii71 by /rik+ plus aft] ! semicolon & ins]t+ &2 & 7,b7 by ins]t+ aft] subp>agraph 7,f71 ! foll[+3 7,g7 #hj p]c5t ( s mu* ( ! sums exp5d$ dur+ su* qu>t] z are attributable to ! report+ ( in=mation reg>d+ ! quality ( home & community-bas$ s]vices 9 accordance ) sections #aaci;,a7a77#d77;,b77ii7 & #aaci;,b7b77#c77;,c72 & 4 7#b7 ,exemption f t]ritories' paym5t limits ,section #aajh7;g77#d7 ( ! ,social ,security ,act is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,additional exemption relat+ to ,,hcbs quality report+ ,paym5ts "u section #aijc7;a77#c77;,g7 %all n be tak5 into acc\nt 9 apply+ paym5t limits "u subsections 7f7 & 7g7 ( ?is subsection4 4 7b7 ,,hcbs quality measures = increase ,title ,,xi ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acja ?r\gh #acbj;e-#c7 is am5d$-- 7#a7 9 section #aaci;,a-- 7,a7 9 subsection 7a77#d77;,b7-- 7i7 by /rik+ ,beg9n+ ) ! annual ,/ate report on fiscal ye> #bjbd & ins]t+ ! foll[+3 7i7 ,9 g5]al ,subject to clause 7ii71 beg9n+ ) ! annual ,/ate report on fiscal ye> #bjbd 2 & 7ii7 by add+ at ! end ! foll[+ new clause3 7ii7 ,report+ ,,hcbs quality measures ,) respect to report+ on in=mation reg>d+ ! quality ( home & community-bas$ s]vices provid$ to *ildr5 "u title ,,xix or title ,,xxi1 beg9n+ ) ! annual ,/ate report requir$ "u subsection 7c77#a7 = ! fir/ fiscal ye> t beg9s on or aft] ! date t is #b ye>s aft] ! date t ! ,secret>y publi%es ! home & community-bas$ s]vices quality measures develop$ "u subsection 7b77#e77;,b7 ! ,secret>y %all require ,/ates to report su* in=mation us+ ! /&>diz$ =mat = report+ in=mation & proc$ures develop$ "u subp>agraph 7,a7 & us+ all su* home & community-bas$ quality measures develop$ "u subsection 7b77#e7 7includ+ any updates or *anges to su* measures74 2 & 7,b7 9 subsection 7b77#e7-- 7i7 by /rik+ ,beg9n+ no lat] ?an ,janu>y #a1 #bjac & ins]t+ ! foll[+3 7,a7 ,9 g5]al ,beg9n+ no lat] ?an ,janu>y #a1 #bjac 2 & 7ii7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 ,,hcbs quality measures ,beg9n+ ) ! fir/ ye> t beg9s on ! date t is #b ye>s aft] ! date ( enactm5t ( ?is subp>agraph 7or1 9 ! case ( measures t require developm5t & te/+ prior to availability1 n lat] ?an #d ye>s aft] ! date ( enactm5t ( ?is subp>agraph71 ! requirem5ts ( subp>agraph 7,a7 %all apply1 & ! core measures describ$ 9 subsection 7a7 7& any updates or *anges to su* measures7 %all include home & community-bas$ s]vices quality measures develop$ by ! ,secret>y4 ,! ,secret>y %all ensure t su* measures reflect ! full array ( home & community-bas$ s]vices1 & consult ) nongov]nm5tal /akehold]s ) exp]tise 9 home & community-bas$ s]vices 7includ+ recipi5ts & provid]s ( su* s]vices74 2 7,c7 9 subsection 7b77#f7-- 7i7 by ins]t+ or support s]vices be=e t is capable (2 7ii7 by /rik+ & ambulatory heal? c>e sett+s & ins]t+ 1 ambulatory heal? c>e1 & home & community-bas$ sett+s 2 & 7iii7 by ins]t+ & home & community-bas$ be=e c>e sy/em2 & 7,d7 9 subsection 7c77#a71 9 ! matt] prec$+ subp>agraph 7,a71 by ins]t+ 1 subject to subsection 7a77#d77;,b77ii71 be=e annually report2 & 7#b7 9 section #aaci;,b-- 7,a7 9 subsection 7b7-- 7i7 9 p>agraph 7#c71 by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,m&atory report+ ) respect to ,,hcbs quality measures ,beg9n+ ) ! ,/ate report requir$ "u subsection 7d77#a7 = ! fir/ ye> t beg9s on or aft] ! date t is #b ye>s aft] ! date t ! ,secret>y publi%es ! home & community-bas$ quality measures develop$ "u p>agraph 7#e77;,d71 ! ,secret>y %all require ,/ates to report in=mation1 us+ ! /&>diz$ =mat = report+ in=mation & proc$ures develop$ "u subp>agraph 7,a71 reg>d+ ! quality ( home & community-bas$ s]vices = ,m$icaid eligible adults us+ all ( ! home & community-bas$ s]vices quality measures includ$ 9 ! core set ( adult heal? quality measures "u p>agraph 7#e77;,d71 & any updates or *anges to su* measures4 2 & 7ii7 9 p>agraph 7#e71 by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,,hcbs quality measures 7i7 ,fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y1 = fiscal ye> #bjbb1 to be available until exp5d$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bb1jjj1jjj1 = c>ry+ out ?is subp>agraph4 7ii7 ,inclusion ( ,,hcbs quality measures ,beg9n+ ) respect to ,/ate reports requir$ "u subsection 7d77#a7 = ! fir/ ye> t beg9s on or aft] ! date t is #b ye>s aft] ! date ( enactm5t ( ?is subp>agraph 7or1 9 ! case ( measures t require developm5t & te/+ prior to availability1 n lat] ?an #d ye>s aft] ! date ( enactm5t ( ?is subp>agraph7 ! core set ( adult heal? quality measures ma9ta9$ "u ?is p>agraph 7& any updates or *anges to su* measures7 %all include home & community-bas$ s]vices quality measures develop$ 9 accordance ) ?is subp>agraph4 7iii7 ,requirem5ts 7,i7 ,9 g5]al ,9 develop+1 review+ & updat+ ! home & community-bas$ s]vices quality measures includ$ 9 ! core set ( adult heal? quality measures ma9ta9$ "u ?is p>agraph1 ! ,secret>y %all consult ) nongov]nm5tal /akehold]s ) exp]tise 9 home & community-bas$ s]vices 7includ+ recipi5ts & provid]s ( su* s]vices7 & ensure su* measures reflect ! full array ( home & community-bas$ s]vices & recipi5ts ( su* s]vices4 7,,ii7 ,def9ition ,= purposes ( ?is section & section #aaci;,a1 ! t]m home & community-bas$ s]vices has ! mean+ giv5 su* t]m 9 section #cjgaa7;e7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 2 & 7,b7 9 subsection 7d77#a77;,a71 by /rik+ 2 & & ins]t+ &1 beg9n+ ) ! report = ! fir/ ye> t beg9s aft] ! date t is #b ye>s aft] ! ,secret>y publi%es ! home & community-bas$ quality measures develop$ "u subsection 7b77#e77;,d71 all home & community-bas$ s]vices quality measures includ$ 9 ! core set ( adult heal? quality measures ma9ta9$ "u subsection 7b77#e7 & any updates or *anges to su* measures2 &4 #cjgae4 ,p]man5t ext5sion ( ,m$icaid protections aga9/ sp\sal impov]i%m5t = recipi5ts ( home & community-bas$ s]vices 7a7 ,9 g5]al ,section #aibd7;h77#a77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#e7;h77#a77;,a77 is am5d$ by /rik+ 7at ! option ( ! ,/ate7 is describ$ 9 section #aijb7;a77#aj77;,a77ii77,,vi7 & ins]t+ ! foll[+3 is eligible = m$ical assi/ance = home & community-bas$ s]vices provid$ "u subsection 7c71 7d71 or 7i7 ( section #aiae or "u a waiv] approv$ "u section #aaae1 or :o is eligible = su* m$ical assi/ance by reason ( be+ det]m9$ eligible "u section #aijb7;a77#aj77;,c7 or by reason ( section #aijb7;f7 or o!rwise on ! basis ( a r$uction ( income bas$ on co/s incurr$ = m$ical or o!r rem$ial c>e1 or :o is eligible = m$ical assi/ance = home & community-bas$ att5dant s]vices & supports "u section #aiae7k74 7b7 ,con=m+ am5dm5t ,section #bdjd ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #acifr-#e note7 is am5d$ by /rik+ ,septemb] #cj1 #bjbc & ins]t+ ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 #cjgaf4 ,p]man5t ext5sion ( ,money ,foll[s ! ,p]son ,rebalanc+ demon/ration 7a7 ,9 g5]al ,subsection 7h7 ( section #fjga ( ! ,deficit ,r$uction ,act ( #bjje 7#db ,u4,s4,c4 #acif;a note7 is am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 9 subp>agraph 7,i71 by ins]t+ & aft] ! semicolon2 7,b7 by am5d+ subp>agraph 7,j7 to read z foll[s3 7,j7 #dej1jjj1jjj = ea* fiscal ye> aft] fiscal ye> #bjbb4 2 7,c7 by /rik+ subp>agraph 7,k72 7#b7 9 p>agraph 7#b71 by /rik+ ,septemb] #cj1 #bjbc & ins]t+ ,septemb] #cj ( ! subsequ5t fiscal ye>2 & 7#c7 by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,te*nical assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb & = ea* subsequ5t #c-ye> p]iod1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out subsections 7f71 7g71 & 7i74 4 7b7 ,r$i/ribution ( unexp5d$ grant aw>ds ,subsection 7e77#b7 ( section #fjga ( ! ,deficit ,r$uction ,act ( #bjje 7#db ,u4,s4,c4 #acif;a note7 is am5d$ by add+ at ! end ! foll[+ new s5t5ce3 ,any portion ( a ,/ate grant aw>d = a fiscal ye> "u ?is section t is unexp5d$ by ! ,/ate at ! end ( ! f\r? succe$+ fiscal ye> %all be resc9d$ by ! ,secret>y & add$ to ! appropriation = ! fif? succe$+ fiscal ye>44 #cjgag4 ,fund+ to improve ! accuracy & reliability ( c]ta9 skill$ nurs+ facility data ,section #ahhh ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieyy7 is am5d$-- 7#a7 9 subsection 7h77#ab7-- 7,a7 9 subp>agraph 7,a71 by /rik+ & ! data submitt$ "u subsection 7e77#f7 a process to validate su* measures & data & ins]t+ 1 ! data submitt$ "u subsection 7e77#f71 &1 dur+ ! p]iod beg9n+ ) fiscal ye> #bjbd & end+ ) fiscal ye> #bjca1 ! resid5t assessm5t data describ$ 9 section #ahai7;b77#c7 & ! direct c>e /aff+ in=mation describ$ 9 section #aabh;,i7g7 a process to validate su* measures1 data1 & in=mation2 & 7,b7 9 subp>agraph 7,b7-- 7i7 by /rik+ ,fund+4--,= purposes & ins]t+ ,fund+4-- 7i7 ,fiscal ye>s #bjbc ?r\gh #bjbe ,= purposes 2 & 7ii7 by add+ at ! end ! foll[+ new clause3 7ii7 ,additional fund+ ,!re is appropriat$ to ! ,secret>y1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj = fiscal ye> #bjbb1 to rema9 available ?r\gh fiscal ye> #bjca1 = purposes ( c>ry+ out ?is p>agraph4 2 & 7#b7 9 subsection 7e77#f77;,a7-- 7,a7 9 ! head]1 by /rik+ = failure to report2 & 7,b7 9 clause 7i7-- 7i7 by /rik+ ,= fiscal ye>s beg9n+ ) fiscal ye> #bjah1 9 ! case ( a skill$ nurs+ facility t does n submit & ins]t+ ! foll[+3 7,i7 ,failure to report ,= fiscal ye>s beg9n+ ) fiscal ye> #bjah1 9 ! case ( a skill$ nurs+ facility t does n submit quality measure data specifi$ by ! ,secret>y & 2 & 7ii7 by add+ at ! end ! foll[+ new subclause3 7,,ii7 ,report+ ( inaccurate in=mation ,= fiscal ye>s dur+ ! p]iod beg9n+ ) fiscal ye> #bjbf & end+ ) fiscal ye> #bjca1 9 ! case ( a skill$ nurs+ facility t submits data "u ?is p>agraph1 measures "u subsection 7h71 resid5t assessm5t data describ$ 9 section #ahai7;b77#c71 or direct c>e /aff+ in=mation describ$ 9 section #aabh;,i7g7 ) respect to su* fiscal ye> t is inaccurate 7z det]m9$ by ! ,secret>y ?r\gh ! validation process describ$ 9 section #ahhh7;h77#ab7 or o!rwise71 aft] det]m9+ ! p]c5tage describ$ 9 p>agraph 7#e77;,b77i71 & aft] application ( clauses 7ii7 & 7iii7 ( p>agraph 7#e77;,b7 & ( subclause 7,i7 ( ?is clause 7if applicable71 ! ,secret>y %all r$uce su* p]c5tage = paym5t rates dur+ su* fiscal ye> by #b p]c5tage po9ts4 4 #cjgah4 ,ensur+ accurate in=mation on co/ reports ,section #ahhh7;f7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieyy7f77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,audit ( co/ reports ,!re is appropriat$ to ! ,secret>y1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 #bej1jjj1jjj = fiscal ye> #bjbb1 to rema9 available ?r\gh fiscal ye> #bjca1 = purposes ( conduct+ an annual audit 7beg9n+ ) #bjbc & end+ ) #bjca7 ( co/ reports submitt$ "u ?is title = a repres5tative sample ( skill$ nurs+ facilities4 4 #cjgai4 ,survey improvem5ts ,section #ahai ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie;i-#c7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7l7 ,survey improvem5ts 7#a7 ,9 g5]al ,!re is appropriat$ to ! ,secret>y1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 #cbe1jjj1jjj = fiscal ye> #bjbb1 to rema9 available ?r\gh fiscal ye> #bjca1 = purposes (-- 7,a7 conduct+ reviews & id5tify+ plans "u p>agraph 7#b72 & 7,b7 provid+ tra9+1 tools1 te*nical assi/ance1 & f9ancial support 9 accordance ) p>agraph 7#c74 7#b7 ,review ,! ,secret>y %all conduct reviews1 dur+ ! p]iod specifi$ 9 p>agraph 7#a71 ( 7&1 z appropriate1 id5tify plans to improve7 ! foll[+3 7,a7 ,! ext5t to :i* surveys conduct$ "u subsection 7g7 & ! en=cem5t process "u subsection 7h7 result 9 increas$ compliance ) requirem5ts "u ?is section & subp>t ,b ( "p #dhc ( title #db1 ,code ( ,f$]al ,regulations1 ) respect to skill$ nurs+ facilities 79 ?is subsection ref]r$ to z facilities74 7,b7 ,! timel9ess & ?or\ghness ( ,/ate ag5cy v]ification ( defici5cy corrections at facilities4 7,c7 ,! accuracy ( ! id5tification & appropriat5ess ( ! scope & sev]ity ( defici5cies cit$ at facilities4 7,d7 ,! accuracy ( ! id5tification & appropriat5ess ( ! scop+ & sev]ity ( life safety1 infection control1 & em]g5cy prep>$ness defici5cies cit$ at facilities4 7,e7 ,! timel9ess ( ,/ate ag5cy inve/igations (-- 7i7 compla9ts at facilities2 7ii7 facility-report$ incid5ts at facilities2 & 7iii7 report$ allegations ( abuse1 neglect1 & exploitation at facilities4 7,f7 ,! consi/5cy ( facility report+ ( sub/antiat$ compla9ts to law en=cem5t4 7,g7 ,! ability ( ! ,/ate ag5cy to suffici5tly hire1 tra91 & reta9 individuals :o conduct surveys4 7,h7 ,any o!r area relat$ to surveys ( facilities1 or ! individuals conduct+ su* surveys1 det]m9$ appropriate by ! ,secret>y4 7#c7 ,support ,bas$ on ! review "u p>agraph 7#b71 ! ,secret>y %all1 dur+ ! p]iod specifi$ 9 p>agraph 7#a71 provide tra9+1 tools1 te*nical assi/ance1 & f9ancial support to ,/ate & ,f$]al ag5cies t p]=m surveys ( facilities = ! purpose ( improv+ ! surveys conduct$ "u subsection 7g7 & ! en=cem5t process "u subsection 7h7 ) respect to ! areas review$ "u p>agraph 7#b74 4 #cjgbj4 ,nurse /aff+ requirem5ts ,section #ahai7;d7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie;i-#c7;d77 is am5d$-- 7#a7 9 p>agraph 7#d77;,a71 by ins]t+ & any regulations promulgat$ "u p>agraph 7#e77;,c7 aft] section #aabd2 & 7#b7 by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,nurse /aff+ requirem5ts 7,a7 ,fund+ ,!re is appropriat$ to ! ,secret>y1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj = fiscal ye> #bjbb1 to rema9 available ?r\gh fiscal ye> #bjca1 = purposes ( c>ry+ out ?is p>agraph4 7,b7 ,/udy ,n lat] ?an #c ye>s aft] ! date ( ! enactm5t ( ?is p>agraph1 & n less frequ5tly ?an once e #e ye>s !reaft]1 ! ,secret>y %all1 out ( funds appropriat$ "u subp>agraph 7,a71 conduct a /udy & submit to ,congress a report on ! appropriat5ess ( e/abli%+ m9imum /aff to resid5t ratios = nurs+ /aff = skill$ nurs+ facilities4 ,ea* su* report %all include-- 7i7 ) respect to ! fir/ su* report1 recomm5dations reg>d+ appropriate m9imum ratios ( regi/]$ nurses 7&1 if practicable1 lic5s$ practical nurses 7or lic5s$ vocational nurses7 & c]tifi$ nurs+ assi/ants7 to resid5ts at su* skill$ nurs+ facilities2 & 7ii7 ) respect to ea* subsequ5t su* report1 recomm5dations reg>d+ appropriate m9imum ratios ( regi/]$ nurses1 lic5s$ practical nurses 7or lic5s$ vocational nurses71 & c]tifi$ nurs+ assi/ants to resid5ts at su* skill$ nurs+ facilities4 7,c7 ,promulgation ( regulations 7i7 ,9 g5]al ,n lat] ?an #a ye> aft] ! ,secret>y fir/ submits a report "u subp>agraph 7,b71 ! ,secret>y %all1 out ( funds appropriat$ "u subp>agraph 7,a7-- 7,i7 specify ?r\gh regulations1 consi/5t ) su* report1 appropriate m9imum ratios 7if any7 ( regi/]$ nurses 7&1 if practicable1 lic5s$ practical nurses 7or lic5s$ vocational nurses7 & c]tifi$ nurs+ assi/ants7 to resid5ts at skill$ nurs+ facilities2 & 7,,ii7 except z provid$ 9 clause 7ii71 require su* skill$ nurs+ facilities to comply ) su* ratios4 7ii7 ,exception 7,i7 ,9 g5]al ,9 addition to ! au?ority to waive ! application ( clause 7i77,,ii7 "u section #aace1 ! ,secret>y may waive ! application ( su* clause ) respect to a skill$ nurs+ facility if ! ,secret>y f9ds t-- 7aa7 ! facility is locat$ 9 a rural area & ! supply ( skill$ nurs+ facility s]vices 9 su* area is n suffici5t to meet ! ne$s ( individuals resid+ !re92 7bb7 ! ,secret>y provides notice ( ! waiv] to ! ,/ate long-t]m c>e ombudsman 7e/abli%$ "u section #cjg7;a77#ab7 ( ! ,old] ,am]icans ,act ( #aife7 & ! protection & advocacy sy/em 9 ! ,/ate = ! m5tally ill2 & 7cc7 ! facility t is grant$ su* a waiv] notifies resid5ts ( ! facility 7or1 :]e appropriate1 ! gu>dians or legal repres5tatives ( su* resid5ts7 & memb]s ( _! imm$iate families ( ! waiv]4 7,,ii7 ,r5ewal ,any waiv] 9 effect "u ?is clause %all be subject to annual r5ewal4 7iii7 ,update ,n lat] ?an #a ye> aft] ! submission ( ea* subsequ5t report "u subp>agraph 7,b71 ! ,secret>y %all1 out ( funds appropriat$ "u subp>agraph 7,a7 & consi/5t ) su* report1 update ! regulations describ$ 9 clause 7i77,i7 to reflect appropriate m9imum ratios 7if any7 ( regi/]$ nurses1 lic5s$ practical nurses 7or lic5s$ vocational nurses71 & c]tifi$ nurs+ assi/ants to resid5ts at skill$ nurs+ facilities4 4 #b ,exp&+ ,access to ,mat]nal ,heal? #cjgba4 ,ext5d+ cont9u\s cov]age = pregnant & po/p>tum individuals 7a7 ,m$icaid 7#a7 ,requir+ full b5efits = pregnant & po/p>tum individuals = #ab-mon? p]iod po/ pregnancy 7,a7 ,9 g5]al ,p>agraph 7#e7 ( section #aijb7;e7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7e77 is am5d$-- 7i7 by /rik+ 7#e7 ,a woman :o & ins]t+ 7#e77;,a7 ,= any fiscal ye> qu>t] 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad7 ) respect to :i* subp>agraph 7,b7 does n apply1 an individual :o2 & 7ii7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 ,= any fiscal ye> qu>t] 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad71 any individual :o1 :ile pregnant1 is eligible = & receiv$ m$ical assi/ance "u ! ,/ate plan or a waiv] ( su* plan 7reg>dless ( ! basis = ! individual's eligibility = m$ical assi/ance & includ+ dur+ a p]iod ( retroactive eligibility "u subsection 7a77#cd771 %all rema9 eligible1 not)/&+ section #aiaf7;c77#c7 or any o!r limitation "u ?is title1 = m$ical assi/ance ?r\gh ! end ( ! mon? 9 :i* ! #ab-mon? p]iod 7beg9n+ on ! la/ day ( pregnancy ( ! individual7 ends1 & su* m$ical assi/ance %all be 9 accordance ) clauses 7i7 & 7ii7 ( p>agraph 7#af77;,b74 4 7,b7 ,con=m+ am5dm5ts ,title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif ?r\gh #acifw-#f7 is am5d$-- 7i7 9 section #aijb7;a77#aj71 9 ! matt] foll[+ subp>agraph 7,g71 by /rik+ 7,,vii7 ! m$ical assi/ance & all t foll[s ?r\gh 1 7,,viii7 & ins]t+ 7,,viii72 7ii7 9 section #aijb7;e77#f71 by /rik+ ,9 ! case ( & ins]t+ ,= any fiscal ye> qu>t] ) respect to :i* p>agraph 7#e77;,b7 does n apply1 9 ! case (2 7iii7 9 section #aijb7l77#a77;,a71 by /rik+ #fj-;day p]iod & ins]t+ #ab-mon? p]iod 7or1 = any fiscal ye> qu>t] ) respect to :i* subsection 7e77#e77;,b7 does n apply & = :i* ! ,/ate has n adopt$ ! option "u section #aijb7;e77#af77;,a71 #fj-;day p]iod72 7iv7 9 section #aijc7v77#d7-- 7,i7 9 subp>agraph 7,a77i71 by /rik+ ! #fj-;day p]iod & ins]t+ ! applicable p]iod 7z describ$ 9 subp>agraph 7,d772 7,,ii7 9 subp>agraph 7,a77ii71 by /rik+ ! p]iod & ins]t+ 1 &1 9 ! case ( su* an individual :o is or becomes pregnant1 su* individual 7reg>dless ( age7 dur+ pregnancy & dur+ ! applicable p]iod 7z describ$ 9 subp>agraph 7,d7742 7,,iii7 by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,= purposes ( subp>agraph 7,a71 ! applicable p]iod describ$ 9 ?is subp>agraph is-- 7i7 beg9n+ ) ! fir/ fiscal ye> qu>t] t beg9s "o ye> aft] ! date ( ! enactm5t ( ! ,am]ican ,rescue ,plan ,act ( #bjba1 = a ,/ate t has adopt$ ! option "u section #aijb7;e77#af77;,a71 ! #ab-mon? p]iod2 2 & 7,,iv7 9 ! subp>agraph 7,d7 add$ by subclause 7,,iii71 by add+ at ! end ! foll[+ new clauses3 7ii7 beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 ! #ab-mon? p]iod2 & 7iii7 = any fiscal ye> qu>t] 7beg9n+ ) su* fir/ fiscal ye> qu>t]7 ) respect to :i* section #aijb7;e77#e77;,b7 does n apply & = :i* ! ,/ate has n adopt$ ! option "u section #aijb7;e77#af77;,a71 ! #fj-;day p]iod4 2 7v7 9 section #aije7;a71 9 ! #d? s5t5ce 9 ! matt] foll[+ p>agraph 7#ca71 by /rik+ #fj-;day p]iod & ins]t+ #ab-mon? p]iod 7or1 = any fiscal ye> qu>t] ) respect to :i* section #aijb7;e77#e77;,b7 does n apply & = :i* ! ,/ate has n adopt$ ! option "u section #aijb7;e77#af77;,a71 #fj-;day p]iod72 & 7vi7 9 section #aije7y71 by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,treatm5t = c]ta9 indviduals ,not)/&+ p>agraphs 7#a7 & 7#b71 section #aijb7;a77#aj77;,a77i77,,iii71 & section #aijb7;a77#aj77;,a77i77,,iv71 ! t]m newly eligible 9 p>agraph 7#b77;,a7 & ! phrase newly eligible individuals describ$ 9 subclause 7,,viii7 ( section #aijb7;a77#aj77;,a77i7 9 p>agraph 7#a7 %all apply to individuals :o b = ! am5dm5ts made by section #cjgba7;a7 ( ! ,act titl$ #8,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad' w\ld be eligible "u ! ,/ate plan 7or waiv]7 = m$ical assi/ance "u section #aijb7;a77#aj77;,a77i77,,viii7 = ! p]iod beg9n+ on ! fir/ day occurr+ aft] ! end ( su* #fj-;day p]iod & end+ on ! la/ day ( ! mon? 9 :i* ! #ab-mon? p]iod 7beg9n+ on ! la/ day ( ! pregnancy7 ends4 4 7#b7 ,transition f ,/ate option 7,a7 ,9 g5]al ,section #aijb7;e77#af77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7e77#af77;,a77 is am5d$ by /rik+ ,at ! option ( ! ,/ate & ins]t+ ,= any fiscal ye> qu>t] ) respect to :i* p>agraph 7#e77;,b7 does n apply1 at ! option ( ! ,/ate4 7,b7 ,con=m+ am5dm5t ,section #ihab7;b7 ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b7 is am5d$ by /rik+ dur+ ! #e-ye> p]iod4 7#c7 ,effective date 7,a7 ,9 g5]al ,subject to subp>agraphs 7,b7 & 7,c71 ! am5dm5ts made by ?is p>agraph %all take effect on ! #a/ day ( ! #a/ fiscal ye> qu>t] t beg9s "o ye> aft] ! date ( ! enactm5t ( ?is ,act & %all apply ) respect to m$ical assi/ance provid$ on or aft] su* date4 7,b7 ,exception = c]ta9 ,am]ican ,rescue ,plan ,act ( #bjba con=m+ am5dm5ts ,! am5dm5ts made by subclauses 7,i71 7,,ii71 & 7,,iii7 ( p>agraph 7#a77;,b77iv7 %all take effect on ! fir/ day ( ! fir/ fiscal ye> qu>t] t beg9s "o ye> aft] ! date ( ! enactm5t ( ! ,am]ican ,rescue ,plan ,act ( #bjba & %all apply ) respect to m$ical assi/ance provid$ on or aft] su* date4 7,c7 ,exception = ,/ate legislation ,9 ! case ( a ,/ate plan "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif ?r\gh #acifw-#f7 t ! ,secret>y ( ,heal? & ,human ,s]vices det]m9es requires ,/ate legislation 9 ord] = ! plan to meet any requirem5t impos$ by am5dm5ts made by ?is subsection1 ! plan %all n be reg>d$ z fail+ to comply ) ! requirem5ts ( su* title solely on ! basis ( its failure to meet su* a requirem5t be=e ! fir/ day ( ! fir/ cal5d> qu>t] beg9n+ aft] ! close ( ! fir/ regul> session ( ! ,/ate legislature t beg9s aft] ! date ( ! enactm5t ( ?is ,act4 ,= purposes ( ! previ\s s5t5ce1 9 ! case ( a ,/ate t has a #b-ye> legislative session1 ea* ye> ( ! session %all be consid]$ to be a sep>ate regul> session ( ! ,/ate legislature4 7b7 ,,*ip 7#a7 ,requir+ full b5efits = pregnant & po/p>tum wom5 = #ab-mon? p]iod po/ pregnancy 7,a7 ,9 g5]al ,section #bajg7;e77#a77;,j7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;gg7e77#a77;,j77 is am5d$-- 7i7 by /rik+ ,p>agraphs 7#e7 & 7#af7 & ins]t+ 7i7 ,= any fiscal ye> qu>t] ) respect to :i* p>agraph 7#e77;,b7 ( section #aijb7;e7 does n apply1 p>agraphs 7#e77;,a7 & 7#af7 ( su* section2 & 7ii7 by add+ at ! end ! foll[+ new clause3 7ii7 ,= any fiscal ye> qu>t] 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad71 section #aijb7;e77#e77;,b7 7requir+1 not)/&+ section #bajc7;e77#c77;,c77ii77,i7 or any o!r limitation "u ?is title1 cont9u\s cov]age = pregnant & po/p>tum individuals1 includ+ #ab mon?s po/p>tum1 ( m$ical assi/ance7 if ! ,/ate provides *ild heal? assi/ance to t>get$ l[-income *ildr5 or pregnancy-relat$ assi/ance to t>get$ l[-income pregnant wom51 "u ! ,/ate *ild heal? plan or waiv]1 includ+ cov]age ( all items or s]vices provid$ to a t>get$ l[-income *ild or t>get$ l[-income pregnant woman 7z applicable7 "u ! ,/ate *ild heal? plan or waiv]74 4 7,b7 ,con=m+ am5dm5ts ,section #baab ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acigll7 is am5d$-- 7i7 9 subsection 7d7-- 7,i7 9 p>agraph 7#a71 by ins]t+ & includes1 ?r\gh application ( section #aijb7;e77#e77;,b7 pursuant to section #bajg7;e77#a77;,j77ii71 cont9u\s cov]age = pregnant & po/p>tum individuals1 includ+ #ab mon?s po/p>tum be=e ! p]iod at ! end2 & 7,,ii7 9 p>agraph 7#b77;,a71 by /rik+ #fj-;day p]iod & all t foll[s ?r\gh ends & ins]t+ #ab-mon? p]iod 7or1 = any fiscal ye> qu>t] ) respect to :i* section #bajg7;e77#a77;,j77ii7 does n apply & = :i* ! ,/ate has n adopt$ ! option "u section #aijb7;e77#af77;,a71 #fj-;day p]iod7 ends2 & 7ii7 9 subsection 7f77#b71 by /rik+ #fj-;day p]iod & ins]t+ #ab-mon? p]iod 7or1 = any fiscal ye> qu>t] 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad7 ) respect to :i* section #bajg7;e77#a77;,j77ii7 does n apply & = :i* ! ,/ate has n adopt$ ! option "u section #aijb7;e77#af77;,a71 #fj-;day p]iod74 7#b7 ,transition f ,/ate plan option ,section #ihbb7;b7 ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b7 is am5d$ by /rik+ 1 dur+ ! #e-ye> p]iod4 7#c7 ,effective date 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 ! am5dm5ts made by ?is subsection %all take effect on ! #a/ day ( ! #a/ fiscal ye> qu>t] t beg9s "o ye> aft] ! date ( ! enactm5t ( ?is ,act & %all apply ) respect to *ild heal? assi/ance & pregnancy-relat$ assi/ance1 z applicable1 provid$ on or aft] su* date4 7,b7 ,exception = ,/ate legislation ,9 ! case ( a ,/ate *ild heal? plan "u title ,,xxi ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;aa ?r\gh #acigmm7 t ! ,secret>y ( ,heal? & ,human ,s]vices det]m9es requires ,/ate legislation 9 ord] = ! plan to meet any requirem5t impos$ by am5dm5ts made "u ?is subsection1 ! plan %all n be reg>d$ z fail+ to comply ) ! requirem5ts ( su* title solely on ! basis ( its failure to meet su* a requirem5t be=e ! fir/ day ( ! fir/ cal5d> qu>t] beg9n+ aft] ! close ( ! fir/ regul> session ( ! ,/ate legislature t beg9s aft] ! date ( ! enactm5t ( ?is ,act4 ,= purposes ( ! previ\s s5t5ce1 9 ! case ( a ,/ate t has a #b-ye> legislative session1 ea* ye> ( ! session %all be consid]$ to be a sep>ate regul> session ( ! ,/ate legislature4 #cjgbb4 ,/ate option to provide coord9at$ c>e ?r\gh a mat]nal heal? home = pregnant & po/p>tum individuals ,title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7 is am5d$ by ins]t+ aft] section #aide;,a ! foll[+ new section3 #aide;,b4 ,/ate option to provide coord9at$ c>e ?r\gh a mat]nal heal? home = pregnant & po/p>tum individuals 7a7 ,9 g5]al ,not)/&+ section #aijb7;a77#a7 7relat+ to /atewid5ess7 & section #aijb7;a77#aj77;,b7 7relat+ to comp>ability71 beg9n+ #bd mon?s aft] ! date ( enactm5t ( ?is section1 a ,/ate1 at its option z a ,/ate plan am5dm5t1 may provide = m$ical assi/ance "u ?is title to eligible individuals :o *oose to enroll 9 a mat]nal heal? home "u ?is section & receive mat]nal heal? home s]vices f a designat$ provid]1 a team ( heal? pr(essionals op]at+ ) su* a provid]1 or a heal? team4 7b7 ,mat]nal heal? home qualification /&>ds ,a mat]nal heal? home "u ?is section %all demon/rate to ! ,/ate ! ability to d ! foll[+3 7#a7 ,develop an individualiz$ compreh5sive c>e plan = ea* eligible individual1 work+ 9 a culturally & l+ui/ically appropriate mann] ) su* individual to develop & incorporate su* c>e plan 9 a mann] consi/5t ) su* individual's ne$s & *oices1 includ+-- 7,a7 prim>y c>e2 7,b7 inpati5t c>e2 7,c7 social support s]vices2 7,d7 local hospital em]g5cy c>e2 7,e7 c>e managem5t & plann+ relat$ to a *ange 9 an eligible individual's eligibility = m$ical assi/ance or a *ange 9 heal? insurance cov]age z ne$$2 & 7,f7 behavioral heal? s]vices4 7#b7 ,coord9ate all necess>y s]vices to support pr5atal1 labor & deliv]y1 & po/p>tum c>e = eligible individuals4 7#c7 ,coord9ate access to speciali/s1 behavioral heal? provid]s1 e>ly int]v5tion s]vices1 & p$iatricians4 7#d7 ,collect & report in=mation "u subsection 7d74 7c7 ,paym5ts 7#a7 ,9 g5]al ,a ,/ate %all provide a designat$ provid]1 a team ( heal? pr(essionals op]at+ ) su* a provid]1 or a heal? team ) paym5ts = ! provision ( mat]nal heal? home s]vices to ea* eligible individual enroll$ 9 a mat]nal heal? home4 ,paym5ts = mat]nal heal? home s]vices made to a designat$ provid]1 a team ( heal? pr(essionals op]at+ ) su* a provid]1 or a heal? team %all be treat$ z paym5ts = m$ical assi/ance = purposes ( section #aijc7;a71 except t1 dur+ ! fir/ #h fiscal qu>t]s t ! ,/ate plan am5dm5t is 9 effect1 ! ,f$]al m$ical assi/ance p]c5tage o!rwise applicable to su* paym5ts %all be increas$ by #ae p]c5tage po9ts1 n to exce$ #ij p]c5t4 7#b7 ,me?odology 7,a7 ,9 g5]al ,! ,/ate %all specify 9 ! ,/ate plan am5dm5t ! me?odology ! ,/ate w use = det]m9+ paym5t = ! provision ( mat]nal heal? home s]vices4 ,su* me?odology = det]m9+ paym5t-- 7i7 may be ti]$ or adju/$ to reflect1 ) respect to ea* individual provid$ su* s]vices by a designat$ provid]1 a team ( heal? c>e pr(essionals op]at+ ) su* a provid]1 or a heal? team1 ! acuity ( ea* individual receiv+ c>e1 or ! specific capabilities ( ! provid]1 team ( heal? c>e provid]s1 or heal? team2 & 7ii7 %all be e/abli%$ consi/5t ) section #aijb7;a77#cj77;,a74 7,b7 ,alt]nate model ( paym5t ,! me?odology = det]m9+ paym5t = provision ( mat]nal heal? home s]vices "u ?is section %all n be limit$ to a fee-=-s]vice or p]-memb] p]-mon? paym5t model1 & may provide = alt]nate models ( paym5t t reflect ! ne$s ( a ,/ate1 subject to ! approval ( ! ,secret>y4 7#c7 ,plann+ grants 7,a7 ,9 g5]al ,beg9n+ #ab mon?s aft] ! date ( enactm5t ( ?is section1 ! ,secret>y may aw>d plann+ grants to ,/ates = purposes ( develop+ a ,/ate plan am5dm5t "u ?is section4 ,a plann+ grant aw>d$ to a ,/ate "u ?is p>agraph %all rema9 available until exp5d$4 7,b7 ,/ate contribution ,a ,/ate aw>d$ a plann+ grant %all contribute an am\nt equal to ! ,/ate p]c5tage det]m9$ "u section #aije7;b7 = ea* fiscal ye> = :i* ! grant is aw>d$4 7,c7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until exp5d$1 to c>ry out ?is p>agraph1 #e1jjj1jjj = aw>d+ grants "u ?is section4 7d7 ,data collection & report+ 7#a7 ,provid] report+ requirem5ts 7,a7 ,9 g5]al ,9 ord] to receive paym5ts f a ,/ate "u subsection 7c71 a designat$ provid]1 a team ( heal? pr(essionals op]at+ ) su* a provid]1 or a heal? team %all report to ! ,/ate1 9 accordance ) su* requirem5ts z ! ,secret>y %all specify1 ! foll[+3 7i7 ,) respect to ea* su* designat$ provid]1 team ( heal? pr(essionals1 or heal? team1 ! "n1 national provid] id5tification numb]1 address1 & specific mat]nal heal? home s]vices (f]$ to be provid$ to eligible individuals :o h select$ su* designat$ provid]1 team ( heal? pr(essionals1 or heal? team z ! mat]nal heal? home ( su* eligible individuals4 7ii7 ,in=mation on all applicable measures = det]m9+ ! quality ( mat]nal heal? home s]vices provid$ by su* designat$ provid]1 team ( heal? pr(essionals1 or heal? team1 includ+1 to ! ext5t applicable1 ! core set ( *ild heal? quality measures publi%$ "u section #aaci;,a1 ! core set ( adult heal? quality measures = ,m$icaid eligible adults publi%$ "u section #aaci;,b1 & mat]nal heal? quality measures4 7,b7 ,use ( heal? in=mation te*nology ,a designat$ provid]1 a team ( heal? pr(essionals op]at+ ) su* a provid]1 or a heal? team %all use1 to ! ext5t practicable1 heal? in=mation te*nology to provide a ,/ate ) ! in=mation requir$ "u subp>agraph 7,a7 & to improve c>e coord9ation = eligible individuals1 su* z by-- 7i7 facilitat+ ! review ( p]son-c5t]$ c>e plans2 7ii7 monitor+ s]vice deliv]y & id5tify+ gaps 9 treatm5t2 & 7iii7 communicat+ ) eligible individuals & ) prim>y1 behavioral heal? & specialty c>e provid]s4 7#b7 ,/ate report+ requirem5ts ,a ,/ate ) a ,/ate plan am5dm5t approv$ "u ?is section %all collect & report to ! ,secret>y1 at su* "t & 9 su* =m & mann] z requir$ by ! ,secret>y1 ! foll[+ in=mation3 7,a7 ,! numb] ( mat]nal heal? homes 9 a ,/ate 9 :i* individuals are enroll$ pursuant to a ,/ate plan am5dm5t "u ?is section4 7,b7 ,! numb] ( individuals s]v$ :o select$ a mat]nal heal? home1 disaggregat$ by race & e?nicity1 pursuant to a ,/ate plan am5dm5t "u ?is section4 7,c7 ,in=mation on ! quality measures applicable = mat]nal heal? home s]vices1 includ+1 to ! ext5t applicable1 ! core set ( *ild heal? quality measures publi%$ "u section #aaci;,a1 & ! core set ( adult heal? quality measures = ,m$icaid eligible adults publi%$ "u section #aaci;,b1 & mat]nal heal? quality measures4 7,d7 ,! type ( deliv]y sy/ems & paym5t models us$ to provide heal? home s]vices to eligible individuals enroll$ 9 a mat]nal heal? home "u a ,/ate plan am5dm5t "u ?is section4 7,e7 ,! numb] & *>act]i/ics ( designat$ provid]s1 teams ( heal? pr(essionals1 & heal? teams select$ z mat]nal heal? homes pursuant to a ,/ate plan am5dm5t "u ?is section4 7,f7 ,in=mation on hospitalizations1 morbidity1 & mortality ( eligible individuals & _! infants enroll$ 9 a mat]nal heal? home 9 su* ,/ate alongside comp>able data f a ,/ate's mat]nal mortality review committee4 7,g7 ,a report on be/ practices = effective /rategies 9 coord9at+ c>e to support access to compreh5sive mat]nal heal? s]vices4 7,h7 ,in=mation report$ to ! ,/ate "u p>agraph 7#a74 7e7 ,/ate plan am5dm5t 7#a7 ,9 g5]al ,a ,/ate plan am5dm5t submitt$ pursuant to ?is section %all include-- 7,a7 eligibility crit]ia = mat]nal heal? homes2 7,b7 s]vices available to eligible individuals ?r\gh ! mat]nal heal? home2 7,c7 a description ( provid]s t may provide c>e ?r\gh a mat]nal heal? home1 & t include h[ su* ,/ate w ensure any provid] arrangem5t (f]$ includes a p]son-c5t]$ plann+ approa* to det]m9+ necess>y s]vices & supports & provid+ ! appropriate c>e coord9ation to meet cl9ical & non-cl9ical ne$s ( eligible individuals2 & 7,d7 reimbursem5t me?odologies 7z describ$ 9 subsection 7c77#b774 7#b7 ,hospital notification ,a ,/ate ) a ,/ate plan am5dm5t approv$ "u ?is section %all require ea* hospital t is a p>ticipat+ provid] "u ! ,/ate plan 7or a waiv] ( su* plan7 to e/abli% proc$ures =1 9 ! case ( an individual :o is enroll$ 9 a mat]nal heal? home pursuant to ?is section & seeks treatm5t 9 ! em]g5cy dep>tm5t ( su* hospital1 notify+ ! heal? home ( su* individual ( su* treatm5t4 7#c7 ,education ) respect to availability ( mat]nal heal? home s]vices ,9 ord] = a ,/ate plan am5dm5t to be approv$ "u ?is section1 a ,/ate %all include 9 ! ,/ate plan am5dm5t-- 7,a7 a description ( ! ,/ate's process = educat+ provid]s p>ticipat+ 9 ! ,/ate plan 7or a waiv] ( su* plan7 on ! availability ( mat]nal heal? home s]vices1 includ+ ! process by :i* su* provid]s c ref] individuals to a designat$ provid]1 team ( heal? c>e pr(essionals op]at+ su* a provid]1 or heal? team = ! purpose ( e/abli%+ a mat]nal heal? home ?r\gh :i* su* individuals may receive su* s]vices2 & 7,b7 a description ( ! ,/ate's process = educat+ individuals on ! availability ( su* s]vices4 7#d7 ,confid5tiality ,a ,/ate ) a ,/ate plan am5dm5t approv$ "u ?is section %all e/abli% confid5tiality protections to ensure1 at a m9imum1 t ! ,/ate does n disclose any id5tify+ in=mation ) respect to any specific mortality case 7includ+ pursuant to ! report+ ( in=mation requir$ "u subsection 7d77#b77;,f774 7f7 ,rule ( con/ruction ,no?+ 9 ?is section %all be con/ru$-- 7#a7 to require an eligible individual to enroll 91 or prohibit an eligible individual f dis5roll+ at any "t f1 a mat]nal heal? home "u ?is section2 or 7#b7 to require a designat$ provid]1 team ( heal? pr(essionals1 or heal? team to act z a mat]nal heal? home & provide s]vices 9 accordance ) ?is section if ! designat$ provid]1 team ( heal? pr(essionals1 or heal? team does n volunt>ily agree to act z a mat]nal heal? home4 7g7 ,def9itions ,9 ?is section3 7#a7 ,designat$ provid] ,! t]m designat$ provid] means a physician1 cl9ical practice or cl9ical gr\p practice1 rural heal? cl9ic1 free/&+ bir? c5t]1 community heal? c5t]1 ob/etrician gynecologi/1 midwife :o meets at a m9imum ! int]national def9ition ( ! midwife & global /&>ds = midwif]y education z e/abli%$ by ! ,int]national ,conf$]ation ( ,midwives1 or any o!r heal? c>e entity or provid] det]m9$ by ! ,/ate & approv$ by ! ,secret>y to be qualifi$ to act z a mat]nal heal? home4 7#b7 ,eligible individual ,! t]m eligible individual means an individual eligible = m$ical assi/ance "u ! ,/ate plan or "u a waiv] ( su* plan :o-- 7,a7 is pregnant or 9 ! po/p>tum p]iod t beg9s on ! la/ day ( ! pregnancy & ends on ! la/ day ( ! mon? 9 :i* ! #ab-mon? p]iod 7beg9n+ on ! la/ day ( ! pregnancy ( ! individual7 ends 7or1 if ! ,/ate provides = a long] p]iod ( po/p>tum cov]age p]iod "u su* plan or waiv]1 on ! la/ day ( su* long] p]iod72 & 7,b7 is n enroll$ 9 a heal? home "u section #aide or #aide;,a4 7#c7 ,heal? team ,! t]m heal? team has ! mean+ giv5 su* t]m = purposes ( section #cejb ( ,public ,law #aaa-adh4 7#d7 ,mat]nal heal? home ,! t]m mat]nal heal? home means a designat$ provid] 7includ+ a provid] t op]ates 9 coord9ation ) a team ( heal? c>e pr(essionals71 or a heal? team select$ by a ,/ate to provide mat]nal heal? home s]vices to pregnant & po/p>tum individuals4 7#e7 ,mat]nal heal? home s]vices 7,a7 ,9 g5]al ,! t]m mat]nal heal? home s]vices means compreh5sive & timely high-quality s]vices describ$ 9 subp>agraph 7,b7 t are provid$ by a designat$ provid]1 a team ( heal? pr(essionals op]at+ ) su* a provid]1 or a heal? team4 7,b7 ,s]vices describ$ ,! s]vices describ$ 9 ?is subp>agraph %all include-- 7i7 a /&>diz$ risk assessm5t = all p>ticipants to det]m9e ne$s2 7ii7 compreh5sive c>e managem5t2 7iii7 c>e coord9ation & heal? promotion2 7iv7 compreh5sive transitional c>e1 includ+ arrang+ appropriate foll[-up1 = individuals transition+ f inpati5t c>e to o!r sett+s2 7v7 individual & family support 7includ+ au?oriz$ repres5tatives72 7vi7 mak+ ref]rals to o!r m$ical1 community1 & social support s]vices1 if relevant2 & 7vii7 ! use ( heal? in=mation te*nology to l9k s]vices & coord9ate c>e1 to ! ext5t practicable4 7#f7 ,/&>diz$ risk assessm5t ,! t]m /&>diz$ risk assessm5t means an assessm5t to det]m9e ! ne$s ( an eligible individual1 & %all include an assessm5t ( m$ical1 ob/etric1 behavioral heal?1 & social ne$s p]=m$ at ! initial pr5atal or po/p>tum visit4 7#g7 ,team ( heal? pr(essionals ,! t]m team ( heal? pr(essionals means a team ( heal? pr(essionals 7z describ$ 9 ! ,/ate plan am5dm5t "u ?is section7 t may-- 7,a7 include physicians1 midwives :o meet at a m9imum ! int]national def9ition ( ! midwife & global /&>ds = midwif]y education z e/abli%$ by ! ,int]national ,conf$]ation ( ,midwives1 nurses1 nurse c>e coord9ators1 nutritioni/s1 social work]s1 d\las1 behavioral heal? pr(essionals1 community heal? work]s1 translators & int]pret]s1 & o!r pr(essionals det]m9$ to be appropriate by ! ,/ate2 7,b7 a heal? c>e entity or individual :o is designat$ to coord9ate su* a team2 & 7,c7 provide c>e at a facility t is free/&+1 virtual1 or bas$ at a hospital1 free/&+ bir? c5t]1 community heal? c5t]1 community m5tal heal? c5t]1 rural cl9ic1 cl9ical practice or cl9ical gr\p practice1 academic heal? c5t]1 *ildr5's hospital1 or any heal? c>e entity det]m9$ to be appropriate by ! ,/ate & approv$ by ! ,secret>y4 4 #c ,t]ritories #cjgca4 ,increas+ ,m$icaid cap am\nts & ! ,f$]al m$ical assi/ance p]c5tage = ! t]ritories 7a7 ,cap am\nt adju/m5ts ,section #aajh7;g77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acjh7;g77#b77 is am5d$-- 7#a7 9 subp>agraph 7,a7-- 7,a7 9 clause 7i7-- 7i7 by /rik+ except z provid$ 9 clause 7ii7 & ins]t+ = ea* ( fiscal ye>s #aiii ?r\gh #bjai2 & 7ii7 by /rik+ & at ! end2 & 7,b7 by add+ at ! end ! foll[+ new clauses3 7iii7 = fiscal ye> #bjbb1 #c1fjj1jjj1jjj2 & 7iv7 = fiscal ye> #bjbc & ea* subsequ5t ye>1 ! sum ( ! am\nt provid$ 9 ?is subsection = ! prec$+ fiscal ye>1 increas$ by ! p]c5tage increase1 if any1 9 ,m$icaid sp5d+ "u title ,,xix dur+ ! prec$+ ye> 7z det]m9$ bas$ on ! mo/ rec5t ,national ,heal? ,exp5diture data ) respect to su* ye>71 r\nd$ to ! ne>e/ #ajj1jjj2 2 7#b7 9 subp>agraph 7,b7-- 7,a7 9 clause 7i71 by /rik+ except z provid$ 9 clause 7ii71 & ins]t+ = ea* ( fiscal ye>s #aiii ?r\gh #bjai12 7,b7 9 clause 7ii71 by /rik+ & at ! end2 7,c7 by add+ at ! end ! foll[+3 7iv7 = fiscal ye> #bjbb1 #ace1jjj1jjj2 & 7v7 = fiscal ye> #bjbc & ea* subsequ5t ye>1 ! sum ( ! am\nt provid$ 9 ?is subsection = ! prec$+ fiscal ye>1 increas$ by ! p]c5tage increase describ$ 9 subp>agraph 7,a77iv7 = ! prec$+ ye>1 r\nd$ to ! ne>e/ #aj1jjj2 2 7#c7 9 subp>agraph 7,c7-- 7,a7 9 clause 7i71 by /rik+ except z provid$ 9 clause 7ii71 & ins]t+ = ea* ( fiscal ye>s #aiii ?r\gh #bjai12 7,b7 9 clause 7ii71 by /rik+ & at ! end2 7,c7 by add+ at ! end ! foll[+3 7iv7 = fiscal ye> #bjbb1 #adj1jjj1jjj2 & 7v7 = fiscal ye> #bjbc & ea* subsequ5t ye>1 ! sum ( ! am\nt provid$ 9 ?is subsection = ! prec$+ fiscal ye>1 increas$ by ! p]c5tage increase describ$ 9 subp>agraph 7,a77iv7 = ! prec$+ ye>1 r\nd$ to ! ne>e/ #aj1jjj2 2 7#d7 9 subp>agraph 7,d7-- 7,a7 9 clause 7i71 by /rik+ except z provid$ 9 clause 7ii71 & ins]t+ = ea* ( fiscal ye>s #aiii ?r\gh #bjai12 7,b7 9 clause 7ii71 by /rik+ & at ! end2 7,c7 9 clause 7iii71 by /rik+ & at ! end2 & 7,d7 by add+ at ! end ! foll[+ new clauses3 7iv7 = fiscal ye> #bjbb1 #gj1jjj1jjj2 & 7v7 = fiscal ye> #bjbc & ea* subsequ5t ye>1 ! sum ( ! am\nt provid$ 9 ?is subsection = ! prec$+ fiscal ye>1 increas$ by ! p]c5tage increase describ$ 9 subp>agraph 7,a77iv7 = ! prec$+ ye>1 r\nd$ to ! ne>e/ #aj1jjj2 & 2 7#e7 9 subp>agraph 7,e7-- 7,a7 9 clause 7i71 by /rik+ except z provid$ 9 clause 7ii71 & ins]t+ = ea* ( fiscal ye>s #aiii ?r\gh #bjai12 7,b7 9 clause 7ii71 by /rik+ & at ! end2 7,c7 9 clause 7iii71 by /rik+ ! p]iod & ins]t+ a semicolon2 & 7,d7 by add+ at ! end ! foll[+3 7iv7 = fiscal ye> #bjbb1 #ij1jjj1jjj2 & 7v7 = fiscal ye> #bjbc & ea* subsequ5t ye>1 ! sum ( ! am\nt provid$ 9 ?is subsection = ! prec$+ fiscal ye>1 increas$ by ! p]c5tage increase describ$ 9 subp>agraph 7,a77iv7 = ! prec$+ ye>1 r\nd$ to ! ne>e/ #aj1jjj4 2 & 7#f7 by /rik+ ! flu% matt] foll[+ subp>agraph 7,e74 7b7 ,,fmap adju/m5ts ,section #aije7;ff7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7ff77 is am5d$-- 7#a7 by r$esignat+ p>agraphs 7#a7 ?r\gh 7#c7 z subp>agraphs 7,a7 ?r\gh 7,c71 respectively1 & adju/+ ! m>g9s accord+ly2 7#b7 by /rik+ ,not)/&+ & ins]t+ ! foll[+3 7#a7 ,9 g5]al ,not)/&+ 2 7#c7 9 p>agraph 7#a71 z s ins]t$-- 7,a7 9 ! matt] prec$+ subp>agraph 7,a71 z s r$esignat$1 by ins]t+ p>agraph 7#b7 & aft] subject to2 7,b7 9 subp>agraph 7,b71 z s r$esignat$-- 7i7 by /rik+ ,decemb] #c1 #bjba1 & ins]t+ ,septemb] #cj1 #bjba2 & 7ii7 by /rik+ & at ! end2 7,c7 9 subp>agraph 7,c71 z s r$esignat$1 by /rik+ ,decemb] #c1 #bjba1 & ins]t+ ,septemb] #cj1 #bjba2 7,d7 by add+ at ! end ! foll[+3 7,d7 = fiscal ye> #bjbb & ea* subsequ5t fiscal ye>1 ! ,f$]al m$ical assi/ance p]c5tage = ! ,virg9 ,isl&s1 ,guam1 ! ,nor!rn ,m>iana ,isl&s1 & ,am]ican ,samoa %all be equal to #hc p]c5t2 7,e7 = fiscal ye> #bjbb1 ! ,f$]al m$ical assi/ance p]c5tage = ,pu]to ,rico %all be equal to #gf p]c5t2 & 7,f7 = fiscal ye> #bjbc & ea* subsequ5t fiscal ye>1 ! ,f$]al m$ical assi/ance p]c5tage = ,pu]to ,rico %all be equal to #hc p]c5t4 2 & 7#d7 by add+ at ! end ! foll[+ new p>agraph3 7#b7 ,special rule = ,pu]to ,rico relat+ to e/abli%+ a paym5t floor 7,a7 ,9 g5]al ,= ea* fiscal qu>t] 7beg9n+ ) ! fir/ fiscal qu>t] beg9n+ on or aft] ! date ( ! enactm5t ( ?is p>agraph71 ,pu]to ,rico's ,/ate plan 7or waiv] ( su* plan7 %all e/abli% a reimbursem5t floor1 implem5t$ ?r\gh a direct$ paym5t arrangem5t plan1 = physician s]vices t are cov]$ "u ! ,m$ic>e "p ,b fee s*$ule 9 ! ,pu]to ,rico locality e/abli%$ "u section #ahdh7;b7 t is n less ?an #gj p]c5t ( ! paym5t t w\ld apply to su* s]vices if !y 7 furni%$ "u "p ,b ( title ,,xviii dur+ su* fiscal qu>t]4 7,b7 ,application to manag$ c>e ,9 det]m9+ :e!r ,pu]to ,rico has e/abli%$ a reimbursem5t floor "u a direct$ paym5t arrangem5t plan t satisfies ! requirem5ts ( subp>agraph 7,a7 = a fiscal qu>t] occurr+ dur+ fiscal ye> #bjbb or a subsequ5t fiscal ye>-- 7i7 ! ,secret>y %all disreg>d paym5ts made "u sub-capitat$ arrangem5ts = s]vices su* z prim>y c>e case managem5t2 & 7ii7 if ! reimbursem5t floor = physician s]vices applicable "u a manag$ c>e contract satisfies ! requirem5ts ( subp>agraph 7,a7 = a fiscal qu>t] occurr+ dur+ a ye> 9 :i* ! contract is ent]$ into or r5ew$1 su* reimbursem5t floor %all be deem$ to satisfy su* requirem5ts = ea* subsequ5t fiscal qu>t] occurr+ dur+ su* ye> & = ea* fiscal qu>t] occurr+ dur+ ! subsequ5t fiscal ye>4 7,c7 ,,fmap r$uction = failure to e/abli% paym5t floor 7i7 ,9 g5]al ,9 ! case t ! ,secret>y det]m9es t ,pu]to ,rico has fail$ to meet ! requirem5t ( subp>agraph 7,a7 ) respect to a fiscal qu>t]1 ! ,f$]al m$ical assi/ance p]c5tage o!rwise det]m9$ "u ?is subsection = ,pu]to ,rico %all be r$uc$ = su* qu>t] by ! applicable numb] ( p]c5tage po9ts describ$ 9 clause 7ii74 7ii7 ,applicable numb] ( p]c5tage po9ts ,= purposes ( clause 7i71 ! applicable numb] ( p]c5tage po9ts describ$ 9 ?is clause is1 ) respect to a fiscal qu>t]1 ! foll[+3 7,i7 ,9 ! case no r$uction 0 made "u ?is subp>agraph = ! prec$+ fiscal qu>t]1 #j4e p]c5tage po9ts4 7,,ii7 ,9 ! case a r$uction 0 made "u ?is subp>agraph = ! prec$+ fiscal qu>t]1 ! numb] ( p]c5tage po9ts ( su* r$uction = su* prec$+ fiscal qu>t]1 plus #j4be p]c5tage po9ts1 except t 9 no case may ! application ( ?is subclause result 9 a r$uction ( m ?an #e p]c5tage po9ts4 4 #d ,o!r ,m$icaid #cjgda4 ,inve/m5ts to ensure cont9u$ access to heal? c>e = *ildr5 & o!r individuals 7a7 ,provid+ = #a ye> ( cont9u\s eligibility = *ildr5 7#a7 ,"u ! ,m$icaid program 7,a7 ,9 g5]al ,section #aijb7;e7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7e77 is am5d$-- 7i7 9 p>agraph 7#ab71 by ins]t+ be=e ! date t is "o ye> aft] ! date ( ! enactm5t ( p>agraph 7#ag7 aft] subsection 7a77#aj77;,a72 & 7ii7 by add+ at ! end foll[+ new p>agraph3 7#ag7 #a ye> ( cont9u\s eligibility = *ildr5 ,! ,/ate plan 7or waiv] ( su* ,/ate plan7 %all provide t an individual :o is "u ! age ( #ai & :o is det]m9$ to be eligible = b5efits "u a ,/ate plan 7or waiv] ( su* plan7 approv$ "u subsection 7a77#aj77;,a7 %all rema9 eligible = su* b5efits until ! e>li] (-- 7,a7 ! end ( ! #ab-mon? p]iod beg9n+ on ! date ( su* det]m9ation2 7,b7 ! "t t su* individual atta9s ! age ( #ai2 or 7,c7 ! date t su* individual ceases to be a resid5t ( su* ,/ate4 4 7,b7 ,effective date 7i7 ,9 g5]al ,subject to clause 7ii71 ! am5dm5ts made by subp>agraph 7,a77ii7 %all take effect "o ye> aft] ! date ( enactm5t ( ?is ,act4 7ii7 ,exception = ,/ate legislation ,9 ! case ( a ,/ate plan "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif ?r\gh #acifw-#f7 t ! ,secret>y ( ,heal? & ,human ,s]vices det]m9es requires ,/ate legislation 9 ord] = ! plan to meet any requirem5t impos$ by am5dm5ts made "u subp>agraph 7,a77ii71 ! plan %all n be reg>d$ z fail+ to comply ) ! requirem5ts ( su* title solely on ! basis ( its failure to meet su* a requirem5t be=e ! fir/ day ( ! fir/ cal5d> qu>t] beg9n+ aft] ! close ( ! fir/ regul> session ( ! ,/ate legislature t beg9s aft] ! date ( ! enactm5t ( ?is ,act4 ,= purposes ( ! previ\s s5t5ce1 9 ! case ( a ,/ate t has a #b-ye> legislative session1 ea* ye> ( ! session %all be consid]$ to be a sep>ate regul> session ( ! ,/ate legislature4 7#b7 ,"u ! *ildr5's heal? insurance program ,section #bajg7;e77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;gg7e77#a77 is am5d$-- 7,a7 by r$esignat+ subp>agraphs 7,k7 ?r\gh 7,t7 z subp>agraphs 7,l7 ?r\gh 7,u71 respectively2 & 7,b7 by ins]t+ aft] subp>agraph 7,j7 ! foll[+ new subp>agraph3 7,k7 ,section #aijb7;e77#ag7 7relat+ to #a ye> ( cont9u\s eligibility = *ildr574 4 7b7 ,revisions to tempor>y increase ( ,m$icaid ,,fmap "u ! ,families ,fir/ ,coronavirus ,response ,act ,section #fjjh ( ! ,families ,fir/ ,coronavirus ,response ,act 7#db ,u4,s4,c4 #acif;d note7 is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 by /rik+ ,9 g5]al4--,subject to & ins]t+ ,tempor>y increase4-- 7#a7 ,9 g5]al ,subject to 2 7,b7 9 ! p>agraph 7#a7 ins]t$ by subp>agraph 7,a7-- 7i7 by /rik+ ! la/ day ( ! cal5d> qu>t] 9 :i* ! la/ day ( su* em]g5cy p]iod occurs & ins]t+ ,septemb] #cj1 #bjbb2 & 7ii7 by /rik+ #f4b p]c5tage po9ts & ins]t+ ! numb] ( p]c5tage po9ts specifi$ 9 p>agraph 7#b7 ) respect to su* cal5d> qu>t]2 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#b7 ,p]c5tage po9ts specifi$ ,= purposes ( p>agraph 7#a71 ! numb] ( p]c5tage po9ts specifi$ 9 ?is p>agraph is-- 7,a7 #f4b p]c5tage po9ts ) respect to ea* cal5d> qu>t] occurr+ dur+ ! p]iod beg9n+ on ! fir/ day ( ! em]g5cy p]iod def9$ 9 p>agraph 7#a77;,b7 ( section #aace7;g7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acbj;b-#e7;g77 & end+ ,m>* #ca1 #bjbb2 7,b7 #c4j p]c5tage po9ts ) respect to ! cal5d> qu>t] beg9n+ on ,april #a1 #bjbb1 & end+ on ,june #cj1 #bjbb2 & 7,c7 #a4e p]c5tage po9ts ) respect to ! cal5d> qu>t] beg9n+ on ,july #a1 #bjbb1 & end+ on ,septemb] #cj1 #bjbb4 2 7#b7 9 subsection 7b77#c7-- 7,a7 by /rik+ ! ,/ate fails & ins]t+ subject to subsection 7f71 ! ,/ate fails2 7,b7 by /rik+ & end+ ! la/ day ( ! mon? 9 :i* ! em]g5cy p]iod describ$ 9 subsection 7a7 ends & ins]t+ & end+ on ,m>* #ca1 #bjbb12 & 7,c7 by /rik+ ?r\gh ! end ( ! mon? 9 :i* su* em]g5cy p]iod ends & ins]t+ ?r\gh ,septemb] #cj1 #bjbb12 & 7#c7 by add+ at ! end ! foll[+ new subsection3 7f7 ,special rule = enrollm5ts z ( ,april #a1 #bjbb ,= cal5d> qu>t]s dur+ ! p]iod describ$ 9 subsection 7a7 t beg9 on or aft] ,april #a1 #bjbb1 a ,/ate describ$ 9 su* subsection may1 9 accordance ) p>agraph 7#c71 t]m9ate cov]age = an individual :o is det]m9$ to be no long] eligible = m$ical assi/ance & :o has be5 enroll$ = at lea/ #ab consecutive mon?s "u ! ,/ate plan ( su* ,/ate "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif7 7or waiv] ( su* plan71 & su* ,/ate %all n be ineligible = ! increase to ! ,f$]al m$ical assi/ance p]c5tage ( ! ,/ate describ$ 9 su* subsection on ! basis t ! ,/ate is 9 violation ( ! requirem5t ( subsection 7b77#c71 if ! ,/ate1 ) respect to su* t]m9ations ( cov]age conduct$ ?r\gh ,septemb] #cj1 #bjbb1 = su* individuals1 is 9 compliance ) ea* ( ! foll[+3 7#a7 ,! ,/ate %all conduct su* eligibility r$et]m9ations1 ) respect to su* an individual1 9 accordance ) ! provisions ( section #dce4iaf ( title #db ( ! ,code ( ,f$]al ,regulations 7or any successor regulation7 & ! provisions ( section #aidc ( ! ,social ,security ,act1 z applicable4 7#b7 ,prior to t]m9at+ cov]age = an individual1 ! ,/ate %all und]take a good fai? ef=t to ensure t ! ,/ate has contact in=mation 7includ+ an up-to-date mail+ address1 phone numb]1 or email address7 = su* individuals by coord9at+ ) ,m$icaid manag$ c>e organizations 7:]e applicable71 & o!r applicable ,/ate heal? & human s]vices ag5cies4 7#c7 ,! ,/ate may n dis5roll f ! ,/ate plan 7or waiv]7 su* an individual det]m9$ ineligible pursuant to su* a r$et]m9ation = m$ical assi/ance "u ! ,/ate plan 7or waiv]7 on ! basis ( return$ mail unless-- 7,a7 !re h be5 at lea/ two fail$ attempts to contact su* individual ?r\gh at lea/ #b modalities2 & 7,b7 aft] ! second attempt1 ! individual _h #cj days notice1 ?r\gh at lea/ #b modalities1 be=e su* dis5rollm5t takes effect4 7#d7 ,! ,/ate may n initiate eligibility r$et]m9ations = m ?an #a_/ab ( individuals enroll$ 9 ! ,/ate plan 7or waiv]7 ) respect to any mon? dur+ ! p]iod beg9n+ on ,april #a1 #bjbb1 & end+ on ,septemb] #cj1 #bjbb4 7#e7 ,! ,/ate %all submit to ! ,secret>y mon?ly reports dur+ ! p]iod describ$ 9 subsection 7a7 t beg9 on or aft] ,april #a1 #bjbb :i* ! ,/ate receives an increase pursuant to su* subsection p]iod on ! activities ( ! ,/ate1 includ+1 ) respect to ! p]iod = :i* ! report is submitt$-- 7,a7 ! numb] ( eligibility r5ewals initiat$1 b5efici>ies r5ew$1 & individuals ^: eligibility 0 t]m9at$2 7,b7 ! numb] ( su* cases 9 :i* eligibility = m$ical assi/ance "u ! ,/ate plan 7or waiv]7 7 s t]m9at$ due to ! individual's failure to return a r5ewal =m or o!r in=mation ne$$ by ! /ate to make an eligibility det]m9ation2 7,c7 ! numb] ( su* cases 9 :i* eligibility = m$ical assi/ance "u ! ,/ate plan 7or waiv]7 7 s t]m9at$ pursuant to su* a r$et]m9ation due to a kn[n *ange 9 circum/ance2 7,d7 ! numb] ( individuals ^: cov]age 0 t]m9at$ pursuant to su* a r$et]m9ation ^: acc\nts 71 dur+ su* p]iod1 transition$ to ! ,ex*ange1 ,,*ip1 or basic heal? program2 & 7,e7 ) respect to eligibility r$et]m9ations1 ! daily av]age volume1 wait times1 & ab&onm5t rate 7z det]m9$ by ! ,secret>y7 = ea* call c5t] dur+ su* mon?4 4 7c7 ,m$ical assi/ance "u ,m$icaid = inmates dur+ #cj-;day p]iod prec$+ release 7#a7 ,9 g5]al ,! subdivision 7,a7 foll[+ p>agraph 7#ca7 ( section #aije7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7a77 is am5d$ by ins]t+ &1 beg9n+ on ! fir/ day ( ! fir/ fiscal ye> qu>t] t beg9s two ye>s aft] ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 except dur+ ! #cj-;day p]iod prec$+ ! date ( release ( an inmate ( a public in/itution aft] m$ical in/itution4 7#b7 ,con=m+ am5dm5ts 9 title ,,xix ,section #aijb7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7a77 is am5d$-- 7,a7 9 p>agraph 7#gd71 by /rik+ at ! end &2 & 7,b7 9 p>agraph 7#hd7-- 7i7 9 subp>agraph 7,a71 by ins]t+ 1 except1 beg9n+ on ! fir/ day ( ! fir/ fiscal ye> qu>t] t beg9s two ye>s aft] ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 ! ,/ate may n susp5d cov]age dur+ ! #cj-;day p]iod prec$+ ! date ( release ( ! juv5ile aft] dur+ ! p]iod ! juv5ile is su* an inmate2 & 7ii7 9 subp>agraph 7,c71 by /rik+ ^u release & ins]t+ #cj days prior to release4 7#c7 ,con=m+ am5dm5t 9 title ,,xxi ,section #baaj7;b77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;jj7b77#b77-- 7,a7 9 subp>agraph 7,a71 by /rik+ at ! end or2 7,b7 9 subp>agraph 7,b71 by /rik+ ! p]iod at ! end & ins]t+ 2 or2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraph3 7,c7 except1 beg9n+ on ! fir/ day ( ! fir/ fiscal ye> qu>t] t beg9s two ye>s aft] ! date ( ! enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 except dur+ ! #cj-;day p]iod prec$+ ! date ( release ( su* *ild f su* public in/itution4 4 7d7 ,ext5sion ( c]ta9 provisions 7#a7 ,express lane eligibility option ,section #aijb7;e77#ac7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7e77#ac77 is am5d$ by /rik+ subp>agraph 7,i74 7#b7 ,con=m+ am5dm5ts = assurance ( af=dability /&>d = *ildr5 & families ,section #aijb7;gg77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7gg77#b77 is am5d$-- 7,a7 9 ! p>agraph head+1 by /rik+ ?r\gh ,septemb] #cj1 #bjbg2 & 7,b7 by /rik+ ?r\gh ,septemb] #cj & all t foll[s ?r\gh ends on ,septemb] #cj1 #bjbg & ins]t+ 7b beg9n+ on ,octob] #a1 #bjai14 7e7 ,expansion ( community m5tal heal? s]vices demon/ration program 7#a7 ,9 g5]al ,section #bbc ( ! ,protect+ ,access to ,m$ic>e ,act ( #bjad 7#db ,u4,s4,c4 #acif;a note7 is am5d$-- 7,a7 9 subsection 7c71 by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,additional plann+ grants ,9 addition to ! plann+ grants aw>d$ "u p>agraph 7#a71 ! ,secret>y %all aw>d plann+ grants to ,/ates 7o!r ?an ,/ates select$ to conduct demon/ration programs "u p>agraph 7#a7 or 7#h7 ( subsection 7d77 = ! purpose ( develop+ proposals to p>ticipate 9 "t-limit$ demon/ration programs describ$ 9 subsection 7d74 2 7,b7 9 subsection 7d7-- 7i7 9 p>agraph 7#c71 by /rik+ ,subject to p>agraph 7#h7 & ins]t+ ,subject to p>agraphs 7#h7 & 7#i72 7ii7 9 p>agraph 7#e77;,c77iii77,,ii71 by ins]t+ or p>agraph 7#i7 aft] p>agraph 7#h72 7iii7 9 p>agraph 7#g7-- 7,i7 9 subp>agraph 7,a71 by ins]t+ ?r\gh ! ye> 9 :i* ! la/ demon/ration "u ?is section ends aft] annually !reaft]2 & 7,,ii7 9 subp>agraph 7,b7-- 7aa7 by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,m>* #ca1 #bjbf2 7bb7 by /rik+ recomm5dations conc]n+ & all t foll[s ?r\gh ! p]iod & ins]t+ recomm5dations conc]n+ :e!r & h[ ! demon/ration programs "u ?is section %\ld be modifi$42 & 7cc7 by add+ at ! end ! foll[+ new s5t5ce3 ,su* recomm5dations %all be bas$ on data collect$ f ,/ates select$ to conduct demon/ration programs "u p>agraph 7#a7 &1 to ! ext5t available1 data collect$ f ,/ates select$ to conduct demon/ration programs "u p>agraphs 7#h7 & 7#i742 & 7iv7 by add+ at ! end ! foll[+ new p>agraph3 7#i7 ,fur!r additional programs 7,a7 ,9 g5]al ,9 addition to ! ,/ates select$ "u p>agraphs 7#a7 & 7#h7 & )\t reg>d to p>agraph 7#d71 ! ,secret>y %all select any ,/ate t meets ! requirem5ts describ$ 9 subp>agraph 7,b7 to conduct a demon/ration program t meets ! requirem5ts ( ?is subsection = #b ye>s4 7,b7 ,requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to a ,/ate are t ! ,/ate-- 7i7 0 aw>d$ a plann+ grant "u p>agraph 7#a7 or 7#c7 ( subsection 7c72 & 7ii7 submits an application 79 addition to any application t ! ,/ate may h previ\sly submitt$ "u ?is section7 t meets ! requirem5ts ( p>agraph 7#b77;,b74 7,c7 ,requirem5ts = select$ ,/ates ,! requirem5ts applicable to ,/ates select$ "u p>agraph 7#h7 pursuant to subp>agraph 7,c7 ( su* p>agraph %all apply 9 ! same mann] to ,/ates select$ "u ?is p>agraph4 2 7,c7 9 subsection 7e71 by am5d+ p>agraph 7#d7 to read z foll[s3 7#d7 ,/ate ,! t]m ,/ate means ea* ( ! #ej ,/ates1 ! ,di/rict ( ,columbia1 ,pu]to ,rico1 ! ,virg9 ,isl&s1 ,guam1 ! ,nor!rn ,m>iana ,isl&s1 & ,am]ican ,samoa4 2 & 7,d7 9 subsection 7f77#a7-- 7i7 9 subp>agraph 7,a71 by /rik+ 2 & & ins]t+ a semicolon2 7ii7 9 subp>agraph 7,b71 by /rik+ ! p]iod & ins]t+ 1 & #dj1jjj1jjj = fiscal ye> #bjbb2 &2 & 7iii7 by add+ at ! end ! foll[+ new subp>agraph3 7,c7 = purposes ( updat+ ! crit]ia "u subsection 7a7 z ne$$ = c]tifi$ community behavioral heal? cl9ics & c>ry+ out subsections 7c77#c71 7d77#g71 & 7d77#i7 7includ+ ! provision ( te*nical assi/ance to ,/ates apply+ = plann+ grants "u subsection 7c77#c7 & conduct+ demon/ration projects "u ?is section71 #e1jjj1jjj = fiscal ye> #bjbb4 4 7#b7 ,exclusion ( am\nts attributable to increas$ ,,fmap f t]ritorial caps ,section #aajh ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acjh7 is am5d$-- 7,a7 9 subsection 7f71 9 ! matt] prec$+ p>agraph 7#a71 by /rik+ subsections 7g7 & 7h7 & ins]t+ subsections 7g71 7h71 & 7i72 & 7,b7 by add+ at ! end ! foll[+3 7i7 ,exclusion f caps ( am\nts attributable to enhanc$ ,,fmap = community m5tal heal? s]vices ,any additional am\nt paid to ,pu]to ,rico1 ! ,virg9 ,isl&s1 ,guam1 ! ,nor!rn ,m>iana ,isl&s1 & ,am]ican ,samoa = exp5ditures = m$ical assi/ance t is attributable to an enhanc$ ,f$]al m$ical assi/ance p]c5tage applicable to su* exp5ditures "u section #bbc7;d77#e7 ( ! ,protect+ ,access to ,m$ic>e ,act ( #bjad %all n be tak5 into acc\nt = purposes ( apply+ paym5t limits "u subsections 7f7 & 7g74 4 7f7 ,mak+ p]man5t a ,/ate option to provide qualify+ community-bas$ mobile crisis int]v5tion s]vices ,section #aidg ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifw-#f7 is am5d$-- 7#a7 9 subsection 7a71 by /rik+ dur+ ! #e-ye> p]iod2 7#b7 9 subsection 7c71 by /rik+ occurr+ dur+ ! p]iod describ$ 9 subsection 7a7 t a ,/ate & ins]t+ 9 :i* a ,/ate provides m$ical assi/ance = qualify+ community-bas$ mobile crisis int]v5tion s]vices "u ?is section &2 & 7#c7 9 subsection 7d77#b7-- 7,a7 9 subp>agraph 7,a71 by /rik+ = ! fiscal ye> prec$+ ! fir/ fiscal qu>t] occurr+ dur+ ! p]iod describ$ 9 subsection 7a7 & ins]t+ = ! fiscal ye> prec$+ ! fir/ fiscal qu>t] 9 :i* ! ,/ate provides m$ical assi/ance = qualify+ community-bas$ mobile crisis int]v5tion s]vices "u ?is section2 & 7,b7 9 subp>agraph 7,b71 by /rik+ occurr+ dur+ ! p]iod describ$ 9 subsection 7a7 & ins]t+ occurr+ dur+ a fiscal qu>t]4 7g7 ,ext5sion ( #ajj p]c5t ,f$]al m$ical assi/ance p]c5tage = ,urban ,indian ,heal? ,organizations & ,native ,hawaiian ,heal? ,c>e ,sy/ems ,! ?ird s5t5ce ( section #aije7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7b77 is am5d$-- 7#a7 by /rik+ = ! #h fiscal ye> qu>t]s beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ aft] ! date ( ! enactm5t ( ! ,am]ican ,rescue ,plan ,act ( #bjba & ins]t+ = ! p]iod ( ! #af fiscal ye> qu>t]s t beg9s on ,april #a1 #bjba2 & 7#b7 by /rik+ su* #h fiscal ye> qu>t]s & ins]t+ su* p]iod ( #af fiscal ye> qu>t]s4 7h7 ,ensur+ accurate paym5ts to ph>macies "u ,m$icaid 7#a7 ,9 g5]al ,section #aibg7;f7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7;f77 is am5d$-- 7,a7 by /rik+ & aft] ! semicolon at ! end ( p>agraph 7#a77;,a77i7 & all t prec$es x ?r\gh 7#a7 & ins]t+ ! foll[+3 7#a7 ,det]m9+ ph>macy actual acquisition co/s ,! ,secret>y %all conduct a survey ( retail community ph>macy drug prices 9 ! #ej ,/ates & ! ,di/rict ( ,columbia1 to det]m9e ! national av]age drug acquisition co/1 z foll[s3 7,a7 ,use ( v5dor ,! ,secret>y may contract s]vices =-- 7i7 ) respect to retail community ph>macies1 ! det]m9ation ( retail survey prices ( ! national av]age drug acquisition co/ = cov]$ outpati5t drugs bas$ on a mon?ly survey ( su* ph>macies1 net ( all disc\nts & rebates 7to ! ext5t any in=mation ) respect to su* disc\nts & rebates is available71 ! av]age reimbursem5t receiv$ = su* drugs by su* ph>macies f all s\rces ( paym5t &1 to ! ext5t available1 ! usual & cu/om>y *>ges to consum]s = su* drugs2 & 2 7,b7 by add+ at ! end ( p>agraph 7#a7 ! foll[+3 7,f7 ,survey report+ ,a ,/ate %all require t any retail community ph>macy 9 ! ,/ate t receives any paym5t1 reimbursem5t1 adm9i/rative fee1 disc\nt1 or rebate relat$ to ! disp5s+ ( cov]$ outpati5t drugs to individuals receiv+ b5efits "u ?is title or title ,,xxi1 reg>dless ( :e!r su* paym5t1 fee1 disc\nt1 or rebate is receiv$ f ! ,/ate or a manag$ c>e entity directly or f a ph>macy b5efit manag] or ano!r entity t has a contract ) ! ,/ate or a manag$ c>e entity or o!r specifi$ entity 7z su* t]ms are def9$ 9 section #aijc7m77#i77;,d771 %all respond to surveys ( retail prices conduct$ "u ?is subsection ) ! specific in=mation reque/$ by ! v5dor4 7,g7 ,survey in=mation ,in=mation on retail community actual acquisition prices obta9$ "u ?is p>agraph %all be made publicly available & %all include at lea/ ! foll[+3 7i7 ,! mon?ly response rate ( ! survey1 includ+ a li/ ( ph>macies n 9 compliance ) subp>agraph 7,f7 & ! id5tification numb]s = su* ph>macies4 7ii7 ,! sampl+ frame & numb] ( ph>macies sampl$ mon?ly4 7iii7 ,*>act]i/ics ( report+ ph>macies1 includ+ type 7su* z indep5d5t or *a971 geographic or regional location1 & disp5s+ volume4 7iv7 ,report+ ( a sep>ate national av]age drug acquisition co/ = ea* drug = indep5d5t retail ph>macies & *a9 ph>macies4 7v7 ,in=mation on price concessions includ+ on & (f invoice disc\nts1 rebates1 & o!r price concessions4 7vi7 ,in=mation on av]age pr(essional disp5s+ fees paid4 7,h7 ,p5alties 7i7 ,failure to provide timely in=mation ,a retail community ph>macy t kn[+ly fails to respond to a survey conduct$ "u ?is subsection on a timely basis may be subject to a civil monet>y p5alty 9 an am\nt n to exce$ #aj1jjj = ea* day 9 :i* su* in=mation has n be5 provid$4 ,a retail community ph>macy %all n be subject to su* p5alty if ! ph>macy makes a good fai? ef=t to provide ! in=mation reque/$ by ! survey on a timely basis4 7ii7 ,false in=mation ,a retail community ph>macy t kn[+ly provides false in=mation 9 response to a survey conduct$ "u ?is subsection may be subject to a civil money p5alty 9 an am\nt n to exce$ #ajj1jjj = ea* item ( false in=mation4 2 & 7,c7 9 p>agraph 7#d71 by ins]t+ 1 & #g1jjj1jjj = fiscal ye> #bjbc & ea* fiscal ye> !reaft]1 aft] #bjaj4 7#b7 ,condition = f$]al f9ancial p>ticipation ,section #aijc7;i77#aj7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;b7i77#aj77 is am5d$-- 7,a7 9 subp>agraph 7,d71 by /rik+ & aft] ! semicolon2 7,b7 9 subp>agraph 7,e71 by /rik+ or aft] ! semicolon & ins]t+ &2 & 7,c7 by ins]t+ aft] subp>agraph 7,e71 ! foll[+ new subp>agraph3 7,f7 ) respect to any am\nt exp5d$ = reimbursem5t to a retail community ph>macy "u ?is title unless ! ,/ate requires ! retail community ph>macy to respond to surveys ( retail prices conduct$ "u section #aibg7;f7 9 accordance ) p>agraph 7#a77;,f7 ( su* section2 or 4 7#c7 ,effective date ,! am5dm5ts made by ?is section take effect on ! #a/ day ( ! #a/ qu>t] t beg9s on or aft] ! date t is #ah mon?s aft] ! date ( enactm5t ( ?is ,act4 7i7 ,fund+ = implem5tation & adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y1 = fiscal ye> #bjbb1 to be available until exp5d$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to provide te*nical assi/ance & guidance & cov] adm9i/rative co/s associat$ ) implem5t+ ! am5dm5ts made by ?is "p & "p #b4 #e ,ma9t5ance ( ,ef=t #cjgea4 ,enc\rag+ cont9u$ access aft] ! end ( ! public heal? em]g5cy ,section #fjjh ( ! ,families ,fir/ ,coronavirus ,response ,act 7#db ,u4,s4,c4 #acif;d note71 z am5d$ by section #cjgda7;b71 is fur!r am5d$-- 7#a7 by r$esignat+ ! second subsection 7d7 add$ by section #aa ( division ,x ( ,public ,law #aaf-bfj z subsection 7e72 & 7#b7 by add+ at ! end ! foll[+ new subsection3 7g7 ,enc\rag+ cont9u$ access aft] ! end ( ! public heal? em]g5cy 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 if1 betwe5 ,octob] #a1 #bjbb & ,decemb] #ca1 #bjbe1 a ,/ate puts into effect = any cal5d> qu>t] occurr+ dur+ su* p]iod eligibility /&>ds1 me?odologies1 or proc$ures = individuals 7except individuals describ$ 9 subp>agraph 7,d7 ( section #aijb7;e77#ad77 :o are apply+ = or receiv+ m$ical assi/ance "u ! ,/ate plan ( su* ,/ate "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif ?r\gh #acifw-#f7 7includ+ any waiv] "u su* title or section #aaae ( su* ,act 7#db ,u4,s4,c4 #acae77 t are m re/rictive ?an ! eligibility /&>ds1 me?odologies1 or proc$ures1 respectively1 "u ! ,/ate plan 7or waiv] ( su* plan7 t are 9 effect on ,octob] #a1 #bjba1 ! ,f$]al m$ical assi/ance p]c5tage o!rwise det]m9$ "u section #aije7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7b77 = t ,/ate %all be r$uc$ by #c4a p]c5tage po9ts = su* cal5d> qu>t]4 7#b7 ,nonapplication ,dur+ ! p]iod describ$ 9 p>agraph 7#a71 at ! option ( ! ,/ate1 ! condition "u su* p>agraph may n apply to ! ,/ate ) respect to nonpregnant1 nondisabl$ adults :o are eligible = m$ical assi/ance "u ! ,/ate plan 7or waiv] su* plan7 ^: income exce$s #acc p]c5t ( ! pov]ty l9e 7z def9$ 9 section #baaj7;c77#e77 applicable to a family ( ! size involv$ if1 on or aft] ,decemb] #ca1 #bjbb1 ! ,/ate _h c]tifi$ or c]tifies to ! ,secret>y t1 ) respect to ! ,/ate fiscal ye> dur+ :i* ! c]tification is made1 ! ,/ate has a budget deficit1 or ) respect to ! succe$+ ,/ate fiscal ye>1 ! ,/ate is project$ to h a budget deficit4 ,^u submission ( su* a c]tification to ! ,secret>y1 ! condition "u p>agraph 7#a7 %all n apply to ! ,/ate ) respect to any rema9+ portion ( ! p]iod describ$ 9 ! prec$+ s5t5ce4 4 ,g ,*ildr5's ,heal? ,insurance ,program #cjhja4 ,inve/m5ts to /r5g!n ,,*ip 7a7 ,p]man5t ext5sion ( *ildr5's heal? insurance program 7#a7 ,9 g5]al ,section #bajd7;a77#bh7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;dd7a77#bh77 is am5d$ to read z foll[s3 7#bh7 = fiscal ye> #bjbg & ea* subsequ5t ye>1 su* sums z are necess>y to fund allotm5ts to ,/ates "u subsection 7m74 4 7#b7 ,allotm5ts 7,a7 ,9 g5]al ,section #bajd7m7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;dd7m77 is am5d$-- 7i7 9 p>agraph 7#b77;,b77i71 by /rik+ 1 #bjbc1 & #bjbg & ins]t+ & #bjbc2 7ii7 9 p>agraph 7#e7-- 7,i7 by /rik+ 7#aj71 or 7#aa7 & ins]t+ or 7#aj72 7,,ii7 by /rik+ = a fiscal ye> & ins]t+ = a fiscal ye> be=e #bjbg2 & 7,,iii7 by /rik+ #bjbc1 or #bjbg & ins]t+ or #bjbc2 7iii7 9 p>agraph 7#g7-- 7,i7 9 subp>agraph 7,a71 by /rik+ & end+ ) fiscal ye> #bjbg12 & 7,,ii7 9 ! flu% left matt] at ! end1 by /rik+ or fiscal ye> #bjbf & ins]t+ fiscal ye> #bjbf1 or a subsequ5t ev5-numb]$ fiscal ye>2 7iv7 9 p>agraph 7#i7-- 7,i7 by /rik+ 7#aj71 or 7#aa7 & ins]t+ or 7#aj72 & 7,,ii7 by /rik+ #bjbc1 or #bjbg1 & ins]t+ or #bjbc2 & 7v7 by /rik+ p>agraph 7#aa74 7,b7 ,con=m+ am5dm5t ,section #ejaja7;b77#b7 ( ! ,bip>tisan ,budget ,act ( #bjah 7,public ,law #aae-abc7 is repeal$4 7b7 ,o!r relat$ ,,*ip policies 7#a7 ,p$iatric quality measures program ,section #aaci;,a7i77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acbj;b-#i;a7i77#a77 is am5d$-- 7,a7 9 subp>agraph 7,c71 by /rik+ at ! end &2 7,b7 9 subp>agraph 7,d71 by /rik+ ! p]iod at ! end & ins]t+ a semicolon2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraphs3 7,e7 = fiscal ye> #bjbh1 #ae1jjj1jjj = ! purpose ( c>ry+ out ?is section 7o!r ?an subsections 7e71 7f71 & 7g772 & 7,f7 = ea* subsequ5t fiscal ye>1 ! am\nt appropriat$ "u ?is p>agraph = ! previ\s fiscal ye>1 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7all items2 ,unit$ ,/ates city av]age1 z publi%$ by ! ,bureau ( ,labor ,/ati/ics7 r\nd$ to ! ne>e/ #ajj1jjj ov] su* previ\s fiscal ye>1 = ! purpose ( c>ry+ out ?is section 7o!r ?an subsections 7e71 7f71 & 7g774 4 7#b7 ,assurance ( eligibility /&>ds = *ildr5 ,section #baje7;d77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;ee7d77#c77 is am5d$-- 7,a7 9 ! p>agraph head+1 by /rik+ ?r\gh ,septemb] #cj1 #bjbg2 & 7,b7 9 subp>agraph 7,a7-- 7i7 9 ! matt] prec$+ clause 7i7-- 7,i7 by /rik+ ,dur+ ! p]iod t beg9s on ! date ( enactm5t ( ! ,pati5t ,protection & ,af=dable ,c>e ,act & ends on ,septemb] #cj1 #bjbg & ins]t+ ,beg9n+ on ! date ( ! enactm5t ( ! ,pati5t ,protection & ,af=dable ,c>e ,act2 7,,ii7 by /rik+ ,dur+ ! p]iod t beg9s on ,octob] #a1 #bjai1 & ends on ,septemb] #cj1 #bjbg & ins]t+ ,beg9n+ on ,octob] #a1 #bjai2 & 7,,iii7 by /rik+ ,! prec$+ s5t5ces %all n be con/ru$ z prev5t+ a ,/ate dur+ any su* p]iods f & ins]t+ ,! prec$+ s5t5ces %all n be con/ru$ z prev5t+ a ,/ate f2 7ii7 9 clause 7i71 by /rik+ ! semicolon at ! end & ins]t+ a p]iod2 7iii7 by /rik+ clauses 7ii7 & 7iii72 & 7iv7 z am5d$ by subclause 7i77,,iii71 by /rik+ z prev5t+ a ,/ate f & all t foll[s ?r\gh apply+ eligibility /&>ds & ins]t+ z prev5t+ a ,/ate f apply+ eligibility /&>ds4 7#c7 ,qualify+ ,/ates option ,section #baje7;g77#d7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;ee7g77#d77 is am5d$-- 7,a7 9 ! p>agraph head+1 by /rik+ = fiscal ye>s #bjji ?r\gh #bjbg & ins]t+ aft] fiscal ye> #bjjh2 & 7,b7 9 subp>agraph 7,a71 by /rik+ = any ( fiscal ye>s #bjji ?r\gh #bjbg & ins]t+ = any fiscal ye> aft] fiscal ye> #bjjh4 7#d7 ,outrea* & enrollm5t program ,section #baac ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acigmm7 is am5d$-- 7,a7 9 subsection 7a7-- 7i7 9 p>agraph 7#a71 by /rik+ dur+ ! p]iod ( fiscal ye>s #bjji ?r\gh #bjbg & ins]t+ 1 beg9n+ ) fiscal ye> #bjji12 7ii7 9 p>agraph 7#b7-- 7,i7 by /rik+ #aj p]c5t ( su* am\nts & ins]t+ #aj p]c5t ( su* am\nts = ! p]iod or ! fiscal ye> = :i* su* am\nts are appropriat$2 & 7,,ii7 by /rik+ dur+ su* p]iod & ins]t+ 1 dur+ su* p]iod or su* fiscal ye>12 & 7iii7 9 p>agraph 7#c71 by /rik+ ,= ! p]iod ( fiscal ye>s #bjbd ?r\gh #bjbg1 an am\nt equal to #aj p]c5t ( su* am\nts & ins]t+ ,beg9n+ ) fiscal ye> #bjbd1 an am\nt equal to #aj p]c5t ( su* am\nts = ! p]iod or ! fiscal ye> = :i* su* am\nts are appropriat$2 & 7,b7 9 subsection 7g7-- 7i7 by /rik+ #bjag11 & ins]t+ #bjag12 7ii7 by /rik+ & #dh1jjj1jjj & ins]t+ #dh1jjj1jjj2 & 7iii7 by ins]t+ aft] ?r\gh #bjbg ! foll[+3 1 #fj1jjj1jjj = fiscal ye>s #bjbh1 #bjbi1 & #bjcj1 & = ea* #c fiscal ye>s aft] fiscal ye> #bjcj1 ! am\nt appropriat$ "u ?is subsection = ! previ\s fiscal ye>1 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7all items2 ,unit$ ,/ates city av]age1 z publi%$ by ! ,bureau ( ,labor ,/ati/ics7 r\nd$ to ! ne>e/ #ajj1jjj ov] su* previ\s fiscal ye>4 7#e7 ,*ild enrollm5t cont+5cy fund ,section #bajd7n7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;dd7n77 is am5d$-- 7,a7 9 p>agraph 7#b7-- 7i7 9 subp>agraph 7,a77ii7-- 7,i7 by /rik+ #bjbd ?r\gh #bjbf & ins]t+ beg9n+ ) fiscal ye> #bjbd2 & 7,,ii7 by /rik+ #bjbc1 & #bjbg & ins]t+ & #bjbc2 & 7ii7 9 subp>agraph 7,b7-- 7,i7 by /rik+ #bjbd ?r\gh #bjbf & ins]t+ beg9n+ ) fiscal ye> #bjbd2 & 7,,ii7 by /rik+ #bjbc1 & #bjbg & ins]t+ & #bjbc2 & 7,b7 9 p>agraph 7#c77;,a7-- 7i7 by /rik+ fiscal ye>s #bjbd ?r\gh #bjbf & ins]t+ fiscal ye> #bjbd or any subsequ5t fiscal ye>2 & 7ii7 by /rik+ #bjbc1 or #bjbg & ins]t+ or #bjbc4 7c7 ,,*ip drug rebates 7#a7 ,9 g5]al ,section #bajg ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;gg71 z am5d$ by section #cjgba7;b77#b71 is fur!r am5d$-- 7,a7 9 subsection 7e77#a7 by add+ at ! end ! foll[+ new subp>agraph3 7,v7 ,beg9n+ ,janu>y #a1 #bjbd1 section #aibg1 9 accordance ) subsection 7h7 ( ?is section1 ) respect to cov]$ outpati5t drugs 7z def9$ 9 section #aibg7 = :i* *ild heal? assi/ance or pregnancy-relat$ assi/ance 7z def9$ 9 section #baab7;d77#a77 is provid$ "u ! ,/ate *ild heal? plan1 includ+ su* drugs disp5s$ to individuals enroll$ ) a manag$ c>e organization t meets ! requirem5ts ( subp>t ,l ( "p #deg ( title #db1 ,code ( ,f$]al ,regulations 7or a successor regulation7 if ! organization is responsible = cov]age ( su* drugs4 2 & 7,b7 by add+ at ! end ! foll[+ new subsection3 7h7 ,drug rebates ,= purposes ( subsection 7e77#a77,v71 9 apply+ section #aibg-- 7#a7 ! ,secret>y %all take su* actions z are necess>y & develop or adapt su* processes & me*anisms z are necess>y1 includ+ to report & collect data to bill & track rebates "u section #aibg1 z appli$ pursuant to subsection 7e77#a77,v7 = cov]$ outpati5t drugs 7z def9$ 9 su* section #aibg7 = :i* *ild heal? assi/ance or pregnancy-relat$ assi/ance 7z def9$ 9 section #baab7;d77#a77 is provid$ "u ! ,/ate *ild heal? plan2 7#b7 ! requirem5ts ( su* section #aibg %all apply to any drug or biological product describ$ 9 p>agraph 7#a77;,a7 ( section #aije7;ee7 t is-- 7,a7 furni%$ z *ild heal? assi/ance or pregnancy-relat$ assi/ance "u ! ,/ate *ild heal? plan2 & 7,b7 a cov]$ outpati5t drug 7z def9$ 9 section #aibg7k71 except t1 9 apply+ p>agraph 7#b77;,a7 ( su* section to a drug describ$ 9 su* p>agraph 7#a77;,a7 ( su* section #aije7;ee71 su* drug %all be deem$ a prescrib$ drug = purposes ( subsection 7a77#ab772 & 7#c7 9 ord] = paym5t to be available "u section #baje ) respect to *ild heal? assi/ance or pregnancy-relat$ assi/ance = cov]$ outpati5t drugs ( a manufactur]1 ! manufactur] mu/ h ent]$ into & h 9 effect a s+le rebate agreem5t to-- 7,a7 provide rebates "u section #aibg to a ,/ate ,m$icaid program "u title ,,xix z well z a ,/ate program "u ?is title2 & 7,b7 provide su* rebates to a ,/ate program "u ?is title 9 ! same =m & mann] z ! manufactur] is requir$ to provide rebates "u an agreem5t describ$ 9 section #aibg7;b7 to a ,/ate ,m$icaid program "u title ,,xix4 ,no?+ 9 ?is subsection or subsection 7e77#a77,v7 %all be con/ru$ z limit+ ,f$]al f9ancial p>ticipation = prescription drugs & biological products t d n satisfy ! def9ition ( a cov]$ outpati5t drug & = :i* !re is n a rebate agreem5t 9 effect4 4 7#b7 ,drug rebate con=m+ am5dm5t ,section #aibg7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7;a77#a77 is am5d$ 9 ! fir/ s5t5ce-- 7,a7 by /rik+ or "u "p ,b ( title ,,xviii & ins]t+ 1 "u "p ,b ( title ,,xviii1 or1 beg9n+ ) ! fir/ full cal5d> qu>t] ) respect to :i* section #bajg7;e77#a77,v7 applies1 "u section #baje ) respect to *ild heal? assi/ance or pregnancy-relat$ assi/ance "u title ,,xxi2 7,b7 by /rik+ a rebate agreem5t describ$ 9 subsection 7b7 & ins]t+ a s+le rebate agreem5t describ$ 9 subsection 7b7 ) respect to paym5t "u section #aijc7;a7 &1 beg9n+ ,janu>y #a1 #bjbd1 title ,,xxi12 & 7,c7 by ins]t+ & includ+ z su* subsection 7b7 is appli$ pursuant to subsections 7e77#a77,v7 & 7h7 ( section #bajg ) respect to *ild heal? assi/ance & pregnancy-relat$ assi/ance "u a ,/ate *ild heal? plan "u title ,,xxi be=e 1 & mu/ meet4 7#c7 ,non-duplication ( rebates con=m+ am5dm5t ,section #cdj;,b7a77#e77;,a7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;b7a77#e77;,a77 is am5d$-- 7,a7 9 clause 7i71 by ins]t+ be=e ! p]iod ! foll[+3 & %all n reque/ paym5t "u title ,,xxi ( su* ,act = *ild heal? assi/ance or pregnancy-relat$ assi/ance 7z def9$ 9 section #baab7;d77#a7 ( su* ,act7 "u a ,/ate *ild heal? plan "u title ,,xxi ( su* ,act ) respect to a drug t is subject to an agreem5t "u ?is section if ! drug is subject to ! paym5t ( a rebate to ! ,/ate "u section #aibg ( su* ,act1 z appli$ pursuant to subsections 7e77#a77,v7 & 7h7 ( section #bajg ( su* ,act2 & 7,b7 9 clause 7ii71 by ins]t+ 1 includ+ z appli$ pursuant to subsections 7e77#a77,v7 & 7h7 ( section #bajg ( su* ,act1 aft] ! requirem5ts ( section #aibg7;a77#e77;,c7 ( ! ,social ,security ,act4 7#d7 ,exclusion ( rebates f be/ price con=m+ am5dm5t ,section #aibg7;c77#a77;,c77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7;c77#a77;,c77i77 is am5d$-- 7,a7 9 subclause 7,v71 by /rik+ & at ! end2 7,b7 9 subclause 7,,vi71 by /rik+ ! p]iod & ins]t+ 2 &2 & 7,c7 by add+ at ! end ! foll[+ new subclause3 7,,vii7 any rebates paid pursuant to section #bajg7;e77#a77,v74 4 7d7 ,/ate option to exp& *ildr5's eligibility = *ip 7#a7 ,9 g5]al ,section #baaj7;b77#a77;,b77ii7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;jj7b77#a77;,b77ii77 is am5d$-- 7,a7 9 subclause 7,,ii71 by /rik+ or at ! end2 7,b7 9 subclause 7,,iii71 by /rik+ & at ! end & ins]t+ or2 & 7,c7 by ins]t+ aft] subclause 7,,iii7 ! foll[+ new subclause3 7,,iv7 at ! option ( ! ,/ate1 ^: family income exce$s ! maximum income level o!rwise e/abli%$ = *ildr5 "u ! ,/ate *ild heal? plan z ( ! date ( ! enactm5t ( ?is subclause2 & 4 7#b7 ,treatm5t ( t]ritories ,section #bajd7m77#g7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;dd7m77#g77 is am5d$-- 7,a7 9 ! matt] prec$+ subp>agraph 7,a71 by /rik+ ! #ej ,/ates or ! ,di/rict ( ,columbia & ins]t+ a ,/ate 7includ+ ! ,di/rict ( ,columbia & ea* commonweal? & t]ritory72 7,b7 9 subp>agraph 7,b77ii71 by /rik+ or ,di/rict2 & 7,c7 9 ! matt] foll[+ subp>agraph 7,b71 by /rik+ ea* place x occurs or ,di/rict 7#c7 ,removal ( sunset = increases 9 allotm5ts ,section #bajd7m77#g77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;dd7m77#g77;,a77 is am5d$ by /rik+ & end+ ) fiscal ye> #bjbg14 7e7 ,fund+ = implem5tation & adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y1 = fiscal ye> #bjbb1 to be available until exp5d$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to provide te*nical assi/ance & guidance & cov] adm9i/rative co/s associat$ ) implem5t+ ! am5dm5ts made by ?is section4 ,h ,m$ic>e ,cov]age ( ,he>+ ,s]vices #cjija4 ,provid+ cov]age = he>+ c>e "u ! ,m$ic>e program 7a7 ,provision ( audiology s]vices by qualifi$ audiologi/s & qualifi$ he>+ aid pr(essionals 7#a7 ,9 g5]al ,section #ahfa7ll7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7ll77 is am5d$-- 7,a7 9 p>agraph 7#c7-- 7i7 by ins]t+ 7&1 beg9n+ ,janu>y #a1 #bjbc1 su* aural rehabilitation & treatm5t s]vices7 aft] assessm5t s]vices2 7ii7 by ins]t+ 1 &1 beg9n+ on ,janu>y #a1 #bjbc1 su* he>+ assessm5t s]vices furni%$ by a qualifi$ he>+ aid pr(essional1 aft] by a qualifi$ audiologi/2 & 7iii7 by /rik+ ! audiologi/ & ins]t+ ! audiologi/ or qualifi$ he>+ aid pr(essional2 & 7,b7 9 p>agraph 7#d71 by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,! t]m qualifi$ he>+ aid pr(essional means1 ) respect to he>+ assessm5t s]vices describ$ 9 p>agraph 7#c71 an individual :o-- 7i7 is lic5s$ or regi/]$ z a he>+ aid disp5s]1 he>+ aid speciali/1 he>+ in/rum5t disp5s]1 or relat$ pr(essional by ! ,/ate 9 :i* ! individual furni%es su* s]vices2 & 7ii7 meets su* o!r requirem5ts z ! ,secret>y det]m9es appropriate 7includ+ requirem5ts relat+ to educational c]tifications or accr$itations71 tak+ into acc\nt any additional requirem5ts = he>+ aid speciali/s1 he>+ aid disp5s]s1 & he>+ in/rum5t disp5s]s e/abli%$ by ,m$ic>e ,advantage organizations "u "p ,c1 ,/ate plans 7or waiv]s ( su* plans7 "u title ,,xix1 & ! gr\p heal? plans & heal? insurance issu]s 7z su* t]ms are def9$ 9 section #bgia ( ! ,public ,heal? ,s]vice ,act74 4 7#b7 ,paym5t = qualifi$ he>+ aid pr(essionals ,section #ahcc7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciel7a77#a771 z am5d$ by section #aciaja7;b71 is fur!r am5d$-- 7,a7 by /rik+ & be=e 7,,ee72 & 7,b7 by ins]t+ be=e ! semicolon at ! end ! foll[+3 & 7,,ff7 ) respect to he>+ assessm5t s]vices 7z describ$ 9 p>agraph 7#c7 ( section #ahfa7ll77 furni%$ by a qualifi$ he>+ aid pr(essional 7z def9$ 9 p>agraph 7#d77;,c7 ( su* section71 ! am\nts paid %all be equal to #hj p]c5t ( ! less] ( ! actual *>ge = su* s]vices or #he p]c5t ( ! am\nt = su* s]vices det]m9$ "u ! paym5t basis det]m9$ "u section #ahdh4 7b7 ,cov]age ( he>+ aids 7#a7 ,inclusion ( he>+ aids z pro/hetic devices ,section #ahfa7s77#h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#h77 is am5d$ by ins]t+ 1 & includ+ he>+ aids 7z describ$ 9 section #ahcd7;h77#g77 furni%$ on or aft] ,janu>y #a1 #bjbc1 to individuals diagnos$ ) mod]ately sev]e1 sev]e1 or pr(\nd he>+ loss be=e ! semicolon at ! end4 7#b7 ,paym5t limitations = he>+ aids ,section #ahcd7;h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h77 is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#f7 ,paym5t only on an assignm5t-relat$ basis ,paym5t = he>+ aids = :i* paym5t may be made "u ?is "p may be made only on an assignm5t-relat$ basis4 ,! provisions ( section #ahdb7;b77#ah77;,b7 %all apply to he>+ aids 9 ! same mann] z !y apply to s]vices furni%$ by a practition] describ$ 9 subsection 7b77#ah77;,c74 7#g7 ,limitations = he>+ aids ,paym5t may be made "u ?is "p ) respect to an individual1 ) respect to he>+ aids furni%$ on or aft] ,janu>y #a1 #bjbc-- 7,a7 n m ?an once p] e> dur+ a #e-ye> p]iod2 7,b7 only = types ( su* he>+ aids t are det]m9$ appropriate by ! ,secret>y2 & 7,c7 only if furni%$ pursuant to a writt5 ord] ( a physician1 qualifi$ audiologi/ 7z def9$ 9 section #ahfa7ll77#d771 qualifi$ he>+ aid pr(essional 7z s def9$71 physician assi/ant1 nurse practition]1 or cl9ical nurse speciali/4 4 7#c7 ,application ( competitive acquisition 7,a7 ,9 g5]al ,section #ahcd7;h77#a77;,h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h77#a77;,h77 is am5d$-- 7i7 9 ! head]1 by ins]t+ & he>+ aids aft] or?otics2 7ii7 by ins]t+ 1 or ( he>+ aids describ$ 9 p>agraph 7#b77;,d7 ( su* section1 aft] #bjaa12 & 7iii7 9 clause 7i71 by ins]t+ or su* he>+ aids aft] su* or?otics4 7,b7 ,con=m+ am5dm5t 7i7 ,9 g5]al ,section #ahdg7;a77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c7;a77#b77 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,he>+ aids ,he>+ aids describ$ 9 section #ahfa7s77#h7 = :i* paym5t w\ld o!rwise be made "u section #ahcd7;h74 4 7ii7 ,exemption ( c]ta9 items f competitive acquisition ,section #ahdg7;a77#g7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c7;a77#g77 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,c]ta9 he>+ aids ,^? items & s]vices describ$ 9 p>agraph 7#b77;,d7 if furni%$ by a physician or o!r practition] 7z def9$ by ! ,secret>y7 to ! physician's or practition]'s own pati5ts z "p ( ! physician's or practition]'s pr(essional s]vice4 4 7#d7 ,inclusion ( qualifi$ audiologi/s & qualifi$ he>+ aid pr(essionals z c]ta9 practition]s to receive paym5t on an assignm5t-relat$ basis ,section #ahdb7;b77#ah77;,c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieu7b77#ah77;,c771 is am5d$ by add+ at ! end ! foll[+ new clauses3 7vii7 ,beg9n+ on ,janu>y #a1 #bjbc1 a qualifi$ audiologi/ 7z def9$ 9 section #ahfa7ll77#d77;,b774 7viii7 ,a qualifi$ he>+ aid pr(essional 7z def9$ 9 section #ahfa7ll77#d77;,c774 4 7c7 ,exclusion modification ,section #ahfb7;a77#g7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciey7a77#g77 is am5d$ by ins]t+ 7except su* he>+ aids or exam9ations !re= z describ$ 9 & o!rwise all[$ "u section #ahfa7s77#h77 aft] he>+ aids or exam9ations !re=4 7d7 ,inclusion z except$ m$ical treatm5t ,section #ahba7;b77#e77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie;i-#e7;b77#e77;,a77 is am5d$-- 7#a7 9 clause 7i71 by /rik+ or2 7#b7 9 clause 7ii71 by /rik+ ! p]iod & ins]t+ 1 or2 & 7#c7 by add+ at ! end ! foll[+ new clause3 7iii7 consi/+ ( audiology s]vices describ$ 9 subsection 7ll77#c7 ( section #ahfa1 or he>+ aids describ$ 9 subsection 7s77#h7 ( su* section1 t are payable "u "p ,b z a result ( ! am5dm5ts made by ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 4 7e7 ,rural heal? cl9ics & ,f$]ally qualifi$ heal? c5t]s 7#a7 ,cl>ify+ cov]age ( audiology s]vices z physicians' s]vices ,section #ahfa7;aa77#a77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7aa77#a77;,a77 is am5d$ by ins]t+ 7includ+ audiology s]vices 7z def9$ 9 subsection 7ll77#c777 aft] physicians' s]vices4 7#b7 ,inclusion ( qualifi$ audiologi/s & qualifi$ he>+ aid pr(essionals z ,,rhc & ,,fqhc practition]s ,section #ahfa7;aa77#a77;,b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7aa77#a77;,b77 is am5d$ by ins]t+ or by a qualifi$ audiologi/ or a qualifi$ he>+ aid pr(essional 7z su* t]ms are def9$ 9 subsection 7ll771 aft] 7z def9$ 9 subsection 7hh77#a7714 7#c7 ,tempor>y paym5t rates = c]ta9 s]vices "u ! ,,rhc ,,air & ,,fqhc ,,pps 7,a7 ,,air ,section #ahcc ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciel7 is am5d$-- 7i7 9 subsection 7a77#c77;,a71 by ins]t+ 7:i* %all1 9 ! case ( audiology s]vices 7z def9$ 9 section #ahfa7ll77#c771 9 lieu ( any limits on reasonable *>ges o!rwise applicable1 be bas$ on ! rates payable = su* s]vices "u ! paym5t basis det]m9$ "u section #ahdh until su* "t z ! ,secret>y det]m9es suffici5t data has be5 collect$ to o!rwise apply su* limits 7or ,janu>y #a1 #bjbi1 if no su* det]m9ation has be5 made z ( su* date77 aft] may prescribe 9 regulations2 & 7ii7 by add+ at ! end ! foll[+ new subsection3 7ee7 ,disreg>d ( co/s attributable to c]ta9 s]vices f calculation ( ,,rhc ,,air ,paym5ts = rural heal? cl9ic s]vices o!r ?an audiology s]vices 7z def9$ 9 section #ahfa7ll77#c77 "u ! me?odology = all-inclusive rates 7e/abli%$ by ! ,secret>y7 "u subsection 7a77#c7 %all n take into acc\nt ! co/s ( su* s]vices :ile rates = su* s]vices are bas$ on rates payable = su* s]vices "u ! paym5t basis e/abli%$ "u section #ahdh4 4 7,b7 ,,pps ,section #ahcd7o7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7o77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,tempor>y paym5t rates bas$ on ,,pfs = c]ta9 s]vices ,! ,secret>y %all1 9 e/abli%+ paym5t rates = audiology s]vices 7z def9$ 9 section #ahfa7ll77#c77 t are ,f$]ally qualifi$ heal? c5t] s]vices "u ! prospective paym5t sy/em e/abli%$ "u ?is subsection1 9 lieu ( ! rates o!rwise applicable "u su* sy/em1 base su* rates on rates payable = su* s]vices "u ! paym5t basis e/abli%$ "u section #ahdh until su* "t z ! ,secret>y det]m9es suffici5t data has be5 collect$ to o!rwise e/abli% rates = su* s]vices "u su* sy/em 7or ,janu>y #a1 #bjbi1 if no su* det]m9ation has be5 made z ( su* date74 ,paym5ts = ,f$]ally qualifi$ heal? c5t] s]vices o!r ?an su* audiology s]vices "u su* sy/em %all n take into acc\nt ! co/s ( su* s]vices :ile rates = su* s]vices are bas$ on rates payable = su* s]vices "u ! paym5t basis e/abli%$ "u section #ahdh4 4 7f7 ,implem5tation 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cgj1jjj1jjj1 to rema9 available until exp5d$1 = purposes ( implem5t+ ! am5dm5ts made by ?is section dur+ ! p]iod beg9n+ on ,janu>y #a1 #bjbb1 & end+ on ,septemb] #cj1 #bjca4 7#b7 ,program in/ruction ,! ,secret>y ( ,heal? & ,human ,s]vices %all implem5t ! provisions (1 & ! am5dm5ts made by1 ?is section = #bjbb & #bjbc by program in/ruction4 ,i ,public ,heal? #a ,heal? c>e infra/ructure & work=ce #cajja4 ,fund+ to support core public heal? infra/ructure = ,/ate1 t]ritorial1 local1 & ,tribal heal? dep>tm5ts at ! ,c5t]s = ,disease ,control & ,prev5tion 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices 79 ?is subtitle ref]r$ to z ! ,secret>y71 act+ ?r\gh ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion 79 ?is section ref]r$ to z ! ,director71 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 & to rema9 available until exp5d$-- 7#a7 = ! purposes ( c>ry+ out subsection 7c77#a77;,a7-- 7,a7 #bjj1jjj1jjj 9 fiscal ye> #bjbb2 7,b7 #cjj1jjj1jjj 9 fiscal ye> #bjbc2 & 7,c7 #a1jjj1jjj1jjj 9 ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 7#b7 = ! purposes ( c>ry+ out subsection 7c77#a77;,b7-- 7,a7 #ajj1jjj1jjj 9 fiscal ye> #bjbb2 7,b7 #aej1jjj1jjj 9 fiscal ye> #bjbc2 & 7,c7 #ejj1jjj1jjj 9 ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 & 7#c7 = ! purposes ( c>ry+ out subsection 7d7-- 7,a7 #ajj1jjj1jjj 9 fiscal ye> #bjbb2 7,b7 #aej1jjj1jjj 9 fiscal ye> #bjbc2 & 7,c7 #ejj1jjj1jjj 9 ea* ( fiscal ye>s #bjbd ?r\gh #bjbf4 7b7 ,use ( funds ,am\nts made available pursuant to subsection 7a7 %all be us$ to support core public heal? infra/ructure activities to /r5g!n ! public heal? sy/em ( ! ,unit$ ,/ates1 includ+ by aw>d+ grants "u ?is section & exp&+ & improv+ activities ( ! ,c5t]s = ,disease ,control & ,prev5tion "u subsections 7c7 & 7d74 7c7 ,grants 7#a7 ,aw>ds ,= ! purpose ( address+ core public heal? infra/ructure ne$s1 ! ,secret>y %all aw>d-- 7,a7 a grant to ea* ,/ate or t]ritorial heal? dep>tm5t1 & to local heal? dep>tm5ts t s]ve c\nties ) a population ( at lea/ #b1jjj1jjj or cities ) a population ( at lea/ #djj1jjj p2 & 7,b7 grants on a competitive basis to ,/ate1 t]ritorial1 local1 or ,tribal heal? dep>tm5ts4 7#b7 ,requir$ uses 7,a7 ,reallocation to local heal? dep>tm5ts ,a ,/ate heal? dep>tm5t receiv+ funds "u subp>agraph 7,a7 or 7,b7 ( p>agraph 7#a7 %all allocate at lea/ #be p]c5t ( su* funds to local heal? dep>tm5ts1 z applicable1 )9 ! ,/ate to support contributions ( ! local heal? dep>tm5ts to core public heal? infra/ructure4 7,b7 ,progress 9 meet+ accr$itation /&>ds ,a heal? dep>tm5t receiv+ funds "u ?is section t is n accr$it$ %all report to ! ,secret>y on an annual basis h[ ! dep>tm5t is work+ to meet accr$itation /&>ds4 7#c7 ,=mula grants to heal? dep>tm5ts ,9 aw>d+ grants "u p>agraph 7#a71 ! ,secret>y %all aw>d funds to ea* heal? dep>tm5t 9 accordance ) a =mula :i* consid]s population size1 ! ,social ,vuln]ability ,index ( ! ,c5t]s = ,disease ,control & ,prev5tion1 & o!r factors z det]m9$ by ! ,secret>y4 7#d7 ,competitive grants to ,/ate1 t]ritorial1 local1 & ,tribal heal? dep>tm5ts ,9 mak+ grants "u p>agraph 7#a77;,b71 ! ,secret>y %all give priority to applicants demon/rat+ core public heal? infra/ructure ne$s = public heal? ag5cies 9 ! applicant's jurisdiction4 7#e7 ,p]mitt$ uses 7,a7 ,9 g5]al ,! ,secret>y may make available a subset ( ! funds available = grants "u p>agraph 7#a7 = purposes ( aw>d+ grants to ,/ate1 t]ritorial1 local1 & ,tribal heal? dep>tm5ts = plann+ or to support public heal? accr$itation4 7,b7 ,uses ,recipi5ts ( su* grants may use ! grant funds to assess core public heal? infra/ructure ne$s & report to ! ,c5t]s = ,disease ,control & ,prev5tion on ef=ts to a*ieve accr$itation1 z applicable4 7#f7 ,requirem5ts ,to be eligible = a grant "u ?is section1 an entity %all-- 7,a7 submit an application 9 su* =m & conta9+ su* in=mation z ! ,secret>y %all require2 7,b7 demon/rate to ! satisfaction ( ! ,secret>y t-- 7i7 funds receiv$ ?r\gh ! grant w be exp5d$ only to supplem5t1 & n supplant1 non-,f$]al & ,f$]al funds o!rwise available to ! entity = ! purpose ( address+ core public heal? infra/ructure ne$s2 & 7ii7 ) respect to activities = :i* ! grant is aw>d$1 ! entity w ma9ta9 exp5ditures ( non-,f$]al am\nts = su* activities at a level n less ?an ! level ( su* exp5ditures ma9ta9$ by ! entity = fiscal ye> #bjai2 & 7,c7 agree to report annually to ! ,director reg>d+ ! use ( ! grant funds4 7d7 ,core public heal? infra/ructure & activities = ! ,,cdc ,! ,secret>y1 act+ ?r\gh ! ,director1 %all exp& & improve ! core public heal? infra/ructure & activities ( ! ,c5t]s = ,disease ,control & ,prev5tion to support activities necess>y to address unmet1 ongo+1 & em]g+ public heal? ne$s1 includ+ prev5tion1 prep>ation =1 & response to public heal? em]g5cies4 7e7 ,def9ition ,9 ?is section1 ! t]m core public heal? infra/ructure includes-- 7#a7 heal? equity activities2 7#b7 work=ce capacity & compet5cy2 7#c7 all haz>ds public heal? & prep>$ness2 7#d7 te/+ capacity1 includ+ te/ plat=ms1 mobile te/+ units1 & p]sonnel2 7#e7 heal? in=mation1 heal? in=mation sy/ems1 & heal? in=mation analysis 7includ+ data analytics72 7#f7 epidemiology & disease surveillance2 7#g7 contact trac+2 7#h7 policy & communications2 7#i7 f9anc+2 7#aj7 community p>tn]%ip developm5t2 & 7#aa7 relevant compon5ts ( organizational capacity4 7f7 ,supplem5t n supplant ,am\nts made available by ?is section %all be us$ to supplem5t1 & n supplant1 am\nts o!rwise made available = ! purposes describ$ 9 ?is ,act4 #cajjb4 ,fund+ = heal? c5t] capital grants 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until exp5d$1 = necess>y exp5ses = aw>d+ grants & ent]+ into coop]ative agreem5ts = capital projects to heal? c5t]s fund$ "u section #ccj ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;b7 to be aw>d$ )\t reg>d to ! "t limitation 9 subsection 7e77#c7 & subsections 7e77#f77;,a77iii71 7e77#f77;,b77iii71 & 7r77#b77;,b7 ( su* section #ccj1 & = necess>y exp5ses = aw>d+ grants & coop]ative agreem5ts = capital projects to ,f$]ally qualifi$ heal? c5t]s1 z describ$ 9 section #ahfa7;aa77#d77;,b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7aa77#d77;,b774 ,! ,secret>y %all take su* /eps z may be necess>y to exp$ite ! aw>d+ ( su* grants to ,f$]ally qualifi$ heal? c5t]s = capital projects4 7b7 ,use ( funds ,am\nts made available to a recipi5t ( a grant or coop]ative agreem5t pursuant to subsection 7a7 %all be us$ =-- 7#a7 heal? c5t] facility alt]ation1 r5ovation1 remodel+1 expansion1 con/ruction1 & o!r capital improvem5t co/s1 includ+ ! co/s ( amortiz+ ! pr9cipal (1 & pay+ int]e/ on1 loans = su* purposes2 & 7#b7 ! pur*ase1 r5ovation1 or ma9t5ance ( mobile cl9ics & relat$ vehicles & equipm5t4 #cajjc4 ,fund+ = tea*+ heal? c5t] graduate m$ical education 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 & not)/&+ ! limitations ref]r$ to 9 subsections 7b77#b7 & 7d77#b7 ( section #cdj;,h ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;h71 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1cgj1jjj1jjj1 to rema9 available until exp5d$1 =-- 7#a7 ! program ( paym5ts to tea*+ heal? c5t]s t op]ate graduate m$ical education programs "u su* section2 & 7#b7 ! aw>d ( tea*+ heal? c5t] developm5t grants pursuant to section #gdi;,a ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bicl-#a74 7b7 ,exemption ,f ,am\nt & ,duration ,limitations ,subsection 7b7 ( section #gdi;,a ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bicl-#a7 %all n apply ) respect to am\nts aw>d$ "u su* section out ( am\nts appropriat$ "u subsection 7a7 or "u section #bfjd ( ! ,am]ican ,rescue ,plan ,act 7,public ,law #aag-b74 7c7 ,use ( funds ,am\nts made available pursuant to subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,= mak+ paym5ts to e/abli% new approv$ graduate m$ical resid5cy tra9+ programs pursuant to section #cdj;,h7a77#a77;,c7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;h7a77#a77;,c774 7#b7 ,= mak+ paym5ts "u section #cdj;,h7a77#a77;,a7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;h7a77#a77;,a777 to qualifi$ tea*+ heal? c5t]s = ma9t5ance ( fill$ positions at exi/+ approv$ graduate m$ical resid5cy tra9+ programs4 7#c7 ,= mak+ paym5ts "u section #cdj;,h7a77#a77;,b7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;h7a77#a77;,b77 = ! expansion ( exi/+ approv$ graduate m$ical resid5cy tra9+ programs4 7#d7 ,= mak+ aw>ds "u section #gdi;,a ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bicl-#a7 to tea*+ heal? c5t]s = ! purpose ( e/abli%+ new accr$it$ or exp&$ prim>y c>e resid5cy programs4 7#e7 ,to provide an increase to ! p] resid5t am\nt describ$ 9 section #cdj;,h7a77#b7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;h7a77#b774 7d7 ,priority uses ( funds ,9 mak+ paym5ts & aw>ds "u subsection 7c71 ! ,secret>y %all1 9 addition to ! requirem5ts ( p>agraphs 7#c77;,a7 & 7#c77;,b7 ( section #cdj;,h ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;h71 make paym5ts & aw>ds to eligible entities 9 a mann] t acc\nts = ,/ates or t]ritories 9 :i* !re is no exi/+ qualifi$ tea*+ heal? c5t] fund$ by paym5ts "u su* section #cdj;,h4 #cajjd4 ,fund+ = *ildr5's hospitals t op]ate graduate m$ical education programs ,9 addition to am\nts o!rwise available1 & not)/&+ ! caps on aw>ds specifi$ 9 p>agraphs 7#a7 & 7#b7 ( subsection 7b7 & 7h77#a7 ( section #cdj;,e ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;e71 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out su* section #cdj;,e ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;e74 #cajje4 ,fund+ = ,national ,heal? ,s]vice ,corps ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out sections #cch;,a1 #cch;,b1 & #cch;,i ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bedl1 #bedl-#a1 #bedq-#a74 #cajjf4 ,fund+ = ! ,nurse ,corps ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #hdf ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bign74 #cajjg4 ,fund+ = s*ools ( m$ic9e 9 und]s]v$ areas 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until exp5d$1 = purposes ( mak+ aw>ds to eligible entities = ! e/abli%m5t1 improvem5t1 or expansion ( an allopa?ic or o/eopa?ic s*ool ( m$ic9e1 or a bran* campus ( an allopa?ic or o/eopa?ic s*ool ( m$ic9e1 consi/5t ) subsection 7b74 7b7 ,use ( funds ,! ,secret>y1 act+ ?r\gh ! ,adm9i/rator ( ! ,heal? ,res\rces & ,s]vices ,adm9i/ration1 %all1 ) priority giv5 to m9ority-s]v+ in/itutions describ$ 9 section #cga7;a7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7a771 & tak+ into consid]ation equitable di/ribution ( aw>ds among ! geographical regions ( ! ,unit$ ,/ates 7:i* %all include rural regions & populations z def9$ by ! ,secret>y = ! purposes ( ?is section7 & ! locations ( exi/+ s*ools ( m$ic9e & o/eopa?ic m$ic9e1 use am\nts appropriat$ by subsection 7a7 to aw>d grants to eligible entities to-- 7#a7 recruit1 enroll1 & reta9 /ud5ts1 includ+ individuals :o are f disadvantag$ backgr\nds 7includ+ racial & e?nic gr\ps und]repres5t$ among m$ical /ud5ts & heal? pr(essions71 individuals f rural & und]s]v$ areas1 l[-income individuals1 & fir/ g5]ation college /ud5ts 7z def9$ 9 section #djb;,a7h77#c7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajgj;a-#aa7;h77#c7771 at a s*ool ( m$ic9e or o/eopa?ic m$ic9e or bran* campus ( a s*ool ( m$ic9e or o/eopa?ic m$ic9e2 7#b7 develop1 implem5t1 & exp& curriculum t emphasizes c>e = rural & und]s]v$ populations1 includ+ accessible & culturally appropriate & l+ui/ically appropriate c>e & s]vices1 at su* s*ool or bran* campus2 7#c7 plan & con/ruct a s*ool ( m$ic9e or o/eopa?ic m$ic9e 9 an area 9 :i* no o!r su* s*ool or bran* campus ( su* a s*ool is bas$2 7#d7 plan1 develop1 & meet crit]ia = accr$itation = a s*ool ( m$ic9e or o/eopa?ic m$ic9e or bran* campus ( su* a s*ool2 7#e7 hire faculty1 includ+ faculty f racial & e?nic gr\ps :o are und]repres5t$ among ! m$ical & o!r heal? pr(essions1 & o!r /aff to s]ve at su* a s*ool or bran* campus2 7#f7 support educational programs at su* a s*ool or bran* campus1 includ+ mod]niz+ curriculum2 7#g7 mod]nize & exp& infra/ructure at su* a s*ool or bran* campus2 or 7#h7 support o!r activities t ! ,secret>y det]m9es w fur!r ! e/abli%m5t1 improvem5t1 or expansion ( a s*ool ( m$ic9e or o/eopa?ic m$ic9e or bran* campus ( a s*ool ( m$ic9e or o/eopa?ic m$ic9e4 7c7 ,def9itions ,9 ?is section3 7#a7 ,eligible entity ,! t]m eligible entity means an in/itution ( high] education z def9$ 9 section #aja ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajja74 7#b7 ,bran* campus 7,a7 ,9 g5]al ,! t]m bran* campus1 ) respect to a s*ool ( m$ic9e or o/eopa?ic m$ic9e1 means an additional location ( su* s*ool t is geographically ap>t & indep5d5t ( ! ma9 campus1 at :i* ! s*ool (f]s at lea/ #ej p]c5t ( ! program lead+ to a degree ( doctor ( m$ic9e or doctor ( o/eopa?y t is (f]$ at ! ma9 campus4 7,b7 ,indep5d5ce f ma9 campus ,= purposes ( subp>agraph 7,a71 ! location ( a s*ool describ$ 9 su* subp>agraph %all be consid]$ to be indep5d5t ( ! ma9 campus describ$ 9 su* subp>agraph if ! location-- 7i7 is p]man5t 9 nature2 7ii7 (f]s c\rses 9 educational programs lead+ to a degree1 c]tificate1 or o!r recogniz$ educational cr$5tial2 7iii7 has its own faculty & adm9i/rative or sup]visory organization2 & 7iv7 has its own budget>y & hir+ au?ority4 #cajjh4 ,fund+ = s*ools ( nurs+ 9 und]s]v$ areas 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until exp5d$1 = purposes ( mak+ aw>ds to s*ools ( nurs+ 7z def9$ 9 section #hja ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bif77 to enhance & mod]nize nurs+ education programs & increase ! numb] ( faculty & /ud5ts at su* s*ools4 7b7 ,use ( funds ,! ,secret>y1 act+ ?r\gh ! ,adm9i/rator ( ! ,heal? ,res\rces & ,s]vices ,adm9i/ration1 tak+ into consid]ation equitable di/ribution ( aw>ds among ! geographical regions ( ! ,unit$ ,/ates & ! capacity ( a s*ool ( nurs+ to provide c>e 9 und]s]v$ areas1 %all use am\nts appropriat$ by subsection 7a7 to aw>d grants = purposes (-- 7#a7 recruit+1 enroll+1 & reta9+ /ud5ts at su* s*ool1 ) a priority = /ud5ts f disadvantag$ backgr\nds 7includ+ racial or e?nic gr\ps und]repres5t$ 9 ! nurs+ work=ce71 individuals f rural & und]s]v$ areas1 l[-income individuals1 & fir/ g5]ation college /ud5ts 7z def9$ 9 section #djb;,a7h77#c7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajgj;a-#aa7;h77#c7772 7#b7 creat+1 support+1 or mod]niz+ educational programs & curricula at su* s*ool2 7#c7 reta9+ curr5t faculty1 & hir+ new faculty1 ) an emphasis on faculty f racial or e?nic gr\ps t are und]repres5t$ 9 ! nurs+ work=ce2 7#d7 mod]niz+ infra/ructure at su* s*ool1 includ+ audiovisual or o!r equipm5t1 p]sonal protective equipm5t1 simulation & augm5t$ reality res\rces1 teleheal? te*nologies1 & virtual & physical laboratories2 7#e7 p>tn]+ ) a heal? c>e facility1 nurse-manag$ heal? cl9ic1 or community heal? c5t]1 9 ord] to provide educational opportunities = ! purpose ( e/abli%+ or exp&+ cl9ical education2 7#f7 enhanc+ & exp&+ nurs+ programs t prep>e nurse rese>*]s & sci5ti/s2 7#g7 e/abli%+ nurse-l$ intradiscipl9>y & int]pr(essional educational p>tn]%ips2 or 7#h7 o!r activities t ! ,secret>y det]m9es w fur!r ! developm5t1 improvem5t1 & expansion ( s*ools ( nurs+4 #cajji4 ,fund+ = palliative c>e & hospice education & tra9+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until exp5d$1 to support ! e/abli%m5t or op]ation ( programs t-- 7#a7 support tra9+ ( heal? pr(essionals 9 palliative & hospice c>e 7includ+ ?r\gh tra9ee%ips or fell[%ips72 & 7#b7 fo/] pati5t & family engagem5t1 integration ( palliative & hospice c>e ) prim>y c>e & o!r appropriate specialties1 & collaboration ) community p>tn]s to address gaps 9 heal? c>e = individuals 9 ne$ ( palliative or hospice c>e4 7b7 ,use ( funds ,! ,secret>y %all1 giv+ priority to applicants propos+ to c>ry out programs or activities t demon/rate coord9ation ) o!r ,f$]al or ,/ate programs & are expect$ to sub/antially b5efit rural populations1 m$ically und]s]v$ populations1 m$ically und]s]v$ communities1 ,indian ,tribes or ,tribal organizations1 or ,urban ,indian organizations1 use am\nts appropriat$ by subsection 7a7 to c>ry out a program to aw>d grants or contracts to entities def9$ 9 p>agraph 7#a71 7#c71 or 7#d7 ( section #gii;,b ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #biep7 or section #hja7b7 ( su* ,act 7#db ,u4,s4,c4 #bif7 = purposes ( c>ry+ out ! foll[+ activities3 7#a7 ,cl9ical tra9+ on provid+ integrat$ palliative & hospice c>e & prim>y c>e deliv]y s]vices4 7#b7 ,int]pr(essional or int]discipl9>y tra9+ to practition]s f multiple discipl9es & specialties1 includ+ tra9+ on ! provision ( c>e to individuals ) palliative or hospice c>e ne$s4 7#c7 ,e/abli%+ or ma9ta9+ tra9+-relat$ community-bas$ programs = individuals ) palliative or hospice c>e ne$s & c>egiv]s to improve quality ( life1 & :]e appropriate1 heal? outcomes = individuals :o h palliative or hospice c>e ne$s4 #cajaj4 ,fund+ = palliative m$ic9e physician tra9+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out a program to aw>d grants & contracts to accr$it$ s*ools ( m$ic9e1 s*ools ( o/eopa?ic m$ic9e1 tea*+ hospitals1 & graduate m$ical education programs = ! purpose ( provid+ support = projects t fund ! tra9+ ( physicians or speciali/s :o plan to tea* or practice palliative m$ic9e4 7b7 ,use ( funds ,am\nts made available to an aw>dee pursuant to subsection 7a7 %all be us$ to-- 7#a7 provide tra9+ 9 int]pr(essional or int]discipl9>y team-bas$ palliative m$ic9e ?r\gh a v>iety ( s]vice rotations1 su* z rotations ) respect to consultation s]vices or acute & *ronic c>e s]vices1 & rotations 9 o!r heal? c>e sett+s1 includ+ ext5d$ c>e facilities1 ambulatory c>e & compreh5sive evaluation units1 hospices1 home c>e1 & community c>e programs2 7#b7 develop specific p]=mance-bas$ measures to evaluate ! compet5cy ( tra9ees2 & 7#c7 provide tra9+ 9 int]pr(essional or int]discipl9>y1 team-bas$ palliative m$ic9e4 7c7 ,graduate m$ical education program def9$ ,9 ?is section1 ! t]m graduate m$ical education program means a program sponsor$ by an accr$it$ s*ool ( m$ic9e1 an accr$it$ s*ool ( o/eopa?ic m$ic9e1 a hospital1 or a public or private in/itution t-- 7#a7 (f]s po/graduate m$ical tra9+ 9 ! specialties & subspecialties ( m$ic9e2 & 7#b7 has be5 accr$it$ by-- 7,a7 ! ,accr$itation ,c\ncil = ,graduate ,m$ical ,education2 or 7,b7 ! ,am]ican ,o/eopa?ic ,association ?r\gh its ,committee on ,po/doctoral ,tra9+ 7or a successor committee74 #cajaa4 ,fund+ = palliative c>e & hospice academic c>e] aw>ds ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until exp5d$1 to e/abli% a program1 consi/5t ) section #gec7;b7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bid;c7b771 includ+ p>agraphs 7#e77;,a7 & 7#e77;,b7 ( su* section #gec7;b7 conc]n+ ! am\nt & duration ( aw>ds1 respectively1 except t su* program %all be to provide aw>ds to accr$it$ s*ools ( m$ic9e1 o/eopa?ic m$ic9e1 nurs+1 social "w1 psy*ology1 alli$ heal?1 d5ti/ry1 or *apla9cy apply+ on behalf ( bo>d-c]tifi$ or bo>d-eligible individuals 9 hospice & palliative m$ic9e t h an e>ly-c>e] junior 7non-t5ur$7 faculty appo9tm5t at an accr$it$ s*ool ( m$ic9e1 or o/eopa?ic m$ic9e1 nurs+1 social "w1 psy*ology1 alli$ heal?1 d5ti/ry1 or *apla9cy1 to promote ! academic c>e] developm5t ( individuals z hospice & palliative c>e speciali/s4 #cajab4 ,fund+ = hospice & palliative nurs+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until exp5d$1 to e/abli% a program to aw>d grants & contracts to accr$it$ s*ools ( nurs+1 heal? c>e facilities1 programs lead+ to c]tification z a c]tifi$ nurse assi/ant1 p>tn]%ips ( su* s*ools & facilities1 or p>tn]%ips ( su* programs & facilities to develop & implem5t1 9 coord9ation ) o!r hospice & palliative c>e programs adm9i/]$ by ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 programs & initiatives to tra9 & educate individuals 9 provid+ int]pr(essional1 int]discipl9>y1 team-bas$ palliative c>e 9 heal?-relat$ educational1 hospital1 hospice1 home1 or long-t]m c>e sett+s4 7b7 ,use ( funds ,am\nts made available to an aw>dee pursuant to subsection 7a7 %all be us$ to-- 7#a7 provide tra9+ to individuals :o w provide palliative c>e 9 heal?-relat$ educational1 hospital1 home1 hospice1 or long-t]m c>e sett+s2 7#b7 develop & dissem9ate curricula relat+ to palliative c>e 9 heal?-relat$ educational1 hospital1 home1 hospice1 or long-t]m c>e sett+s2 7#c7 tra9 faculty memb]s 9 palliative c>e 9 heal?-relat$ educational1 hospital1 home1 hospice1 or long-t]m c>e sett+s2 & 7#d7 provide cont9u+ education to individuals :o provide palliative c>e 9 heal?-relat$ educational1 home1 hospice1 or long-t]m c>e sett+s4 #cajac4 ,fund+ = dissem9ation ( palliative c>e in=mation 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until exp5d$1 = ! purpose describ$ 9 subsection 7b74 7b7 ,use ( funds ,! ,secret>y1 aft] consultation ) appropriate m$ical & o!r heal? pr(essional societies & palliative c>e & hospice /akehold]s1 %all use am\nts appropriat$ by subsection 7a7 to aw>d grants or contracts to public & nonpr(it private entities to dissem9ate in=mation to in=m pati5ts1 families1 c>egiv]s1 direct c>e work]s1 & heal? pr(essionals ab\t ! b5efits ( palliative c>e ?r\gh\t ! cont9uum ( c>e = pati5ts ) s]i\s or life-?reat5+ illness4 ,su* aw>5ess campaign %all include-- 7#a7 in=mation1 res\rces1 communication1 & education mat]ials ab\t palliative c>e = pati5ts & families fac+ s]i\s or life-?reat5+ illnesses2 7#b7 in=mation reg>d+ hospice & palliative c>e s]vices1 includ+ in=mation on h[ su* s]vices may-- 7,a7 incorporate age-fri5dly1 pati5t-c5t]$1 & family-c5t]$ support ?r\gh\t ! cont9uum ( c>e = s]i\s & life-?reat5+ illness2 7,b7 anticipate1 prev5t1 & treat pa92 7,c7 optimize quality ( life2 & 7,d7 facilitate & support ! goals & values ( pati5ts & families2 7#c7 mat]ials t expla9 ! role ( pr(essionals tra9$ 9 hospice & palliative c>e 9 provid+ team-bas$ c>e = pati5ts & families ?r\gh\t ! cont9uum ( c>e = s]i\s or life-?reat5+ illness2 & 7#d7 mat]ials = specific populations1 includ+ pati5ts ) s]i\s or life-?reat5+ illness :o are among m$ically und]s]v$ populations 7z def9$ 9 section #ccj7;b77#c7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;b7b77#c77 & families ( su* pati5ts or heal? pr(essionals s]v+ m$ically und]s]v$ populations4 #b ,p&emic prep>$ness #cajba4 ,fund+ = laboratory activities at ! ,c5t]s = ,disease ,control & ,prev5tion 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1djj1jjj1jjj to rema9 available until exp5d$1 = purposes ( c>ry+ out activities consi/5t ) subsection 7b74 7b7 ,use ( funds ,! ,secret>y1 act+ ?r\gh ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion1 %all use am\nts made available pursuant to subsection 7a7 = ! foll[+ activities3 7#a7 ,support+ r5ovation1 improvem5t1 expansion1 & mod]nization ( ,/ate & local public heal? laboratory infra/ructure 7z ! t]m laboratory is def9$ 9 section #cec ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bfc;a771 includ+-- 7,a7 ! improvem5t & enhancem5t ( te/+ & response capacity2 7,b7 improvem5ts & expansion ( ! ,laboratory ,response ,network = rapid outbreak detection2 7,c7 ! improvem5t & expansion ( g5omic sequ5c+ capabilities to detect em]g+ diseases & v>iant /ra9s2 & 7,d7 ! improvem5t & expansion ( biosafety & biosecurity capacity4 7#b7 ,enhanc+ ! capacity ( ! laboratories ( ! ,c5t]s = ,disease ,control & ,prev5tion z describ$ 9 subp>agraphs 7,a7 ?r\gh 7,d7 ( p>agraph 7#a74 7#c7 ,enhanc+ ! ability ( ! ,c5t]s = ,disease ,control & ,prev5tion to monitor & ex]cise ov]sight ov] ! biosafety & biosecurity ( ,/ate & local public heal? laboratories4 #cajbb4 ,fund+ = public heal? & prep>$ness rese>*1 developm5t1 & c\nt]measure capacity 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1cjj1jjj1jjj1 to c>ry out activities to prep>e =1 & respond to1 public heal? em]g5cies decl>$ "u section #cai ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;d71 z describ$ 9 subsection 7b71 to rema9 available until exp5d$4 7b7 ,use ( funds ,! ,secret>y1 act+ ?r\gh ! ,assi/ant ,secret>y = ,prep>$ness & ,response1 %all use am\nts made available pursuant to subsection 7a7-- 7#a7 to support surge capacity1 includ+ ?r\gh con/ruction1 expansion1 or mod]nization ( facilities1 to respond to a public heal? em]g5cy1 & = developm5t1 procurem5t1 & dome/ic manufacture ( drugs1 active ph>maceutical +r$i5ts1 vacc9es & o!r biological products1 diagno/ic te*nologies & products1 m$ical devices 7includ+ p]sonal protective equipm5t71 vials1 syr+es1 ne$les1 & o!r compon5ts or supplies = ! ,/rategic ,national ,/ockpile "u section #cai;,f-#b ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;d-#f;b72 7#b7 to support exp&$ vacc9e production capacity & capabilities1 includ+ by develop+ or acquir+ new te*nology & exp&+ manufactur+ capacity ?r\gh con/ruction1 expansion1 or mod]nization ( facilities2 7#c7 to support activities to mitigate supply *a9 risks & enhance supply *a9 ela/icity & resili5ce = critical drugs1 active ph>maceutical +r$i5ts1 & supplies 7includ+ ess5tial m$ic9es1 m$ical c\nt]measures1 & supplies 9 %ortage or at risk ( %ortage71 drug & vacc9e raw mat]ials1 & o!r supplies1 z ! ,secret>y det]m9es appropriate1 includ+ con/ruction1 expansion1 or mod]nization ( facilities1 adoption ( advanc$ manufactur+ processes1 & o!r activities to support dome/ic manufactur+ ( su* supplies2 7#d7 to support activities conduct$ by ! ,biom$ical ,advanc$ ,rese>* & ,developm5t ,au?ority = advanc$ rese>*1 /&>ds developm5t1 & dome/ic manufactur+ capacity = drugs1 includ+ ess5tial m$ic9es1 diagno/ics1 vacc9es1 !rapeutics1 & p]sonal protective equipm5t2 & 7#e7 to support increas$ biosafety & biosecurity 9 rese>* on infecti\s diseases1 includ+ by mod]nization or improvem5t ( facilities4 #cajbc4 ,fund+ = infra/ructure mod]nization & innovation at ! ,food & ,drug ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until exp5d$1 ) respect to improv+ & mod]niz+ infra/ructure at ! ,food & ,drug ,adm9i/ration & enhanc+ food & m$ical product safety-- 7#a7 #aej1jjj1jjj = improv+ te*nological infra/ructure1 includ+ ?r\gh develop+ integrat$ sy/ems & improv+ ! int]op]ability ( in=mation te*nology sy/ems2 & 7#b7 #aej1jjj1jjj = mod]niz+ laboratory infra/ructure (1 or us$ by1 ! ,food & ,drug ,adm9i/ration1 includ+ mod]nization ( facilities relat$ to1 & support+1 su* laboratory infra/ructure1 includ+ ?r\gh plann+ =1 & ! con/ruction1 repair1 improvem5t1 ext5sion1 alt]ation1 demolition1 & pur*ase (1 fix$ equipm5t or facilities4 #c ,mat]nal mortality #cajca4 ,fund+ = local entities address+ social det]m9ants ( mat]nal heal? 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to community-bas$ organizations1 ,indian ,tribes & ,tribal organizations1 ,urban ,indian organizations1 ,native ,hawaiian organizations1 or o!r nonpr(it organizations work+ ) a community-bas$ organization1 or consortia ( any su* entities1 op]at+ 9 areas ) high rates ( adv]se mat]nal heal? outcomes or ) significant racial or e?nic disp>ities 9 mat]nal heal? outcomes4 7b7 ,use ( fund+ ,am\nts made available by subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,address+ social det]m9ants ( heal?1 includ+ social det]m9ants ( mat]nal heal?1 = pregnant & po/p>tum individuals & elim9at+ racial & e?nic disp>ities 9 mat]nal heal? outcomes by-- 7,a7 hir+1 tra9+1 or reta9+ /aff2 7,b7 develop+ or di/ribut+ culturally & l+ui/ically appropriate res\rces = social s]vices programs2 7,c7 (f]+ programs & res\rces to address social det]m9ants ( heal?2 7,d7 conduct+ demon/ration projects to address social det]m9ants ( heal?2 7,e7 e/abli%+ a culturally & l+ui/ically appropriate res\rce c5t] t provides multiple social s]vices programs 9 a s+le location2 & 7,f7 consult+ ) pregnant & po/p>tum individuals to conduct an assessm5t ( ! activities conduct$ "u ?is section4 7#b7 ,promot+ evid5ce-bas$ heal? lit]acy & pregnancy1 *ildbir?1 & p>5t+ education = pregnant & po/p>tum individuals1 & individuals seek+ to become pregnant4 7#c7 ,provid+ support f p]9atal heal? work]s1 includ+ cl9ical & community-bas$ /aff memb]s t provide direct c>e & support s]vices to pregnant & po/p>tum individuals4 7#d7 ,provid+ culturally congru5t1 l+ui/ically appropriate1 & trauma-in=m$ tra9+ to p]9atal heal? work]s1 includ+ cl9ical & community-bas$ /aff memb]s t provide direct c>e & support s]vices to pregnant & po/p>tum individuals4 7c7 ,te*nical assi/ance ,us+ am\nts made available "u subsection 7a71 ! ,secret>y %all-- 7#a7 conduct outrea* to eligible entities to apply = grants or contracts "u subsection 7a72 & 7#b7 provide te*nical assi/ance1 includ+ ?r\gh a grant or contract1 to eligible entities receiv+ fund+ pursuant to subsection 7a74 #cajcb4 ,fund+ = ! ,(fice ( ,m9ority ,heal? 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ge1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to community-bas$ organizations op]at+ 9 areas ) high rates ( adv]se mat]nal heal? outcomes or ) significant racial or e?nic disp>ities 9 mat]nal heal? outcomes4 7b7 ,use ( funds ,! ,secret>y1 act+ ?r\gh ! ,deputy ,assi/ant ,secret>y = ,m9ority ,heal?1 %all use am\nts made available "u subsection 7a7 to aw>d grants = ! foll[+ activities3 7#a7 ,address+ social det]m9ants ( heal?1 includ+ social det]m9ants ( mat]nal heal?1 = pregnant & po/p>tum individuals & elim9at+ racial & e?nic disp>ities 9 mat]nal heal? outcomes by-- 7,a7 hir+1 tra9+1 or reta9+ /aff2 7,b7 develop+ or di/ribut+ culturally & l+ui/ically appropriate res\rces = social s]vices programs2 7,c7 (f]+ programs & res\rces to address social det]m9ants ( heal?2 7,d7 conduct+ demon/ration projects to address social det]m9ants ( heal?2 7,e7 e/abli%+ a culturally & l+ui/ically appropriate res\rce c5t] t provides multiple social s]vices programs 9 a s+le location2 & 7,f7 consult+ ) pregnant & po/p>tum individuals to conduct an assessm5t ( ! activities conduct$ "u ?is section4 7#b7 ,promot+ evid5ce-bas$ heal? lit]acy & pregnancy1 *ildbir?1 & p>5t+ education = pregnant & po/p>tum individuals1 & individuals seek+ to become pregnant4 7#c7 ,provid+ support f p]9atal heal? work]s1 includ+ cl9ical & community-bas$ /aff memb]s t provide direct c>e & support s]vices to pregnant & po/p>tum individuals4 7#d7 ,provid+ culturally congru5t1 l+ui/ically appropriate1 & trauma-in=m$ tra9+ to p]9atal heal? work]s1 includ+ cl9ical & community-bas$ /aff memb]s t provide direct c>e & support s]vices to pregnant & po/p>tum individuals4 7c7 ,te*nical assi/ance ,us+ am\nts made available "u subsection 7a71 ! ,secret>y %all-- 7#a7 conduct outrea* to eligible entities to apply = grants or contracts "u subsection 7a72 & 7#b7 provide te*nical assi/ance1 includ+ ?r\gh a grant or contract1 to eligible entities receiv+ fund+ pursuant to subsection 7a74 #cajcc4 ,fund+ to gr[ & div]sify ! nurs+ work=ce 9 mat]nal & p]9atal heal? 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #agj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to accr$it$ s*ools ( nurs+ = ! purpose ( gr[+ & div]sify+ ! p]9atal nurs+ work=ce1 includ+ ?r\gh improv+ ! capacity & supply ( heal? c>e provid]s4 7b7 ,uses ( funds 7#a7 ,aw>dees ,prioritiz+ /ud5ts & regi/]$ nurses :o plan to practice or curr5tly practice 9 an und]s]v$ area1 am\nts made available to aw>dees by subsection 7a7 %all1 consi/5t ) section #hdf ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bign71 be us$ = ! foll[+ activities3 7,a7 ,provid+ s*ol>%ips to /ud5ts1 includ+ ^? f racial & e?nic gr\ps und]repres5t$ 9 ! heal? pr(essions1 seek+ to become nurse practition]s ^: education includes a focus on mat]nal & p]9atal heal?4 7,b7 ,provid+ s*ol>%ips to /ud5ts seek+ to become cl9ical nurse speciali/s ^: education includes a focus on mat]nal & p]9atal heal?4 7,c7 ,provid+ s*ol>%ips to /ud5ts seek+ to become c]tifi$ nurse midwives4 7,d7 ,provid+ s*ol>%ips to regi/]$ nurses seek+ c]tification z an ob/etrics & gynecology regi/]$ nurse4 7#b7 ,secret>y ,! ,secret>y %all use am\nts made available pursuant to subsection 7a7 = ! foll[+ activities3 7,a7 ,develop+ & implem5t+ /rategies to recruit & reta9 a div]se pool ( /ud5ts seek+ to ent] c>e]s focus$ on mat]nal & p]9atal heal?4 7,b7 ,develop+ p>tn]%ips ) practice sett+s 9 an und]s]v$ area = ! cl9ical placem5ts ( /ud5ts at ! s*ools receiv+ su* grants4 7,c7 ,develop+ curriculum = /ud5ts seek+ to ent] c>e]s focus$ on mat]nal & p]9atal heal? t includes tra9+ programs on bias1 racism1 discrim9ation1 provid+ culturally compet5t c>e1 or trauma-in=m$ c>e4 #cajcd4 ,fund+ = p]9atal quality collaboratives ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to e/abli% or support p]9atal quality collaboratives to improve p]9atal c>e & p]9atal heal? outcomes = pregnant & po/p>tum individuals & _! infants4 #cajce4 ,fund+ to gr[ & div]sify ! d\la work=ce 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to heal? pr(essions s*ools1 academic heal? c5t]s1 ,/ate or local gov]nm5ts1 t]ritories1 ,indian ,tribes & ,tribal organizations1 ,urban ,indian organizations1 ,native ,hawaiian organizations1 or o!r appropriate public or private nonpr(it entities 7or consortia ( any su* entities1 includ+ entities promot+ multidiscipl9>y approa*es71 to e/abli% or exp& programs to gr[ & div]sify ! d\la work=ce1 includ+ ?r\gh improv+ ! capacity & supply ( heal? c>e provid]s4 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,e/abli%+ programs t provide education & tra9+ to individuals seek+ appropriate tra9+ or c]tification z d\las4 7#b7 ,exp&+ ! capacity ( exi/+ programs describ$ 9 p>agraph 7#a71 = ! purpose ( increas+ ! numb] ( /ud5ts enroll$ 9 su* programs1 includ+ by aw>d+ s*ol>%ips = /ud5ts :o agree to "w 9 und]s]v$ communities aft] receiv+ su* education & tra9+4 7#c7 ,develop+ & implem5t+ /rategies to recruit & reta9 /ud5ts f und]s]v$ communities1 p>ticul>ly f demographic gr\ps exp]i5c+ high rates ( mat]nal mortality & sev]e mat]nal morbidity1 includ+ racial & e?nic m9ority gr\ps1 into programs describ$ 9 p>agraphs 7#a7 & 7#b74 #cajcf4 ,fund+ to gr[ & div]sify ! mat]nal m5tal heal? & sub/ance use disord] treatm5t work=ce 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ge1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to heal? pr(essions s*ools1 academic heal? c5t]s1 ,/ate or local gov]nm5ts1 t]ritories1 ,indian ,tribes & ,tribal organizations1 ,urban ,indian organizations1 ,native ,hawaiian organizations1 or o!r appropriate public or private nonpr(it entities 7or consortia ( any su* entities1 includ+ entities promot+ multidiscipl9>y approa*es71 to e/abli% or exp& programs to gr[ & div]sify ! mat]nal m5tal heal? & sub/ance use disord] treatm5t work=ce1 includ+ ?r\gh improv+ ! capacity & supply ( heal? c>e provid]s4 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,e/abli%+ programs t provide education & tra9+ to individuals seek+ appropriate lic5s+ or c]tification z m5tal heal? or sub/ance use disord] treatm5t provid]s :o plan to specialize 9 mat]nal m5tal heal? conditions or sub/ance use disord]s4 7#b7 ,exp&+ ! capacity ( exi/+ programs describ$ 9 p>agraph 7#a71 = ! purposes ( increas+ ! numb] ( /ud5ts enroll$ 9 su* programs1 includ+ by aw>d+ s*ol>%ips = /ud5ts4 7#c7 ,develop+ & implem5t+ /rategies to recruit & reta9 /ud5ts f und]s]v$ communities into programs describ$ 9 p>agraphs 7#a7 & 7#b74 #cajcg4 ,fund+ = mat]nal m5tal heal? equity grant programs 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to community-bas$ organizations1 ,indian ,tribes & ,tribal organizations1 ,urban ,indian organizations1 ,native ,hawaiian organizations1 heal? c>e provid]s1 accr$it$ m$ical s*ools1 accr$it$ s*ools ( nurs+1 tea*+ hospitals1 accr$it$ midwif]y programs1 physician assi/ant education programs1 resid5cy or fell[%ip programs1 or o!r nonpr(it organizations1 s*ools1 or programs det]m9$ appropriate by ! ,secret>y1 or consortia ( any su* entities1 to address mat]nal m5tal heal? conditions & sub/ance use disord]s ) respect to pregnant1 lactat+1 & po/p>tum individuals 9 areas ) high rates ( adv]se mat]nal heal? outcomes or ) significant racial or e?nic disp>ities 9 mat]nal heal? outcomes4 7b7 ,use ( funds ,am\nts made available pursuant to subsection 7a71 prioritiz+ community-bas$ organizations1 %all be = ! foll[+ activities3 7#a7 ,e/abli%+ or exp&+ mat]nity c>e programs to improve-- 7,a7 ! integration ( m5tal heal? & sub/ance use disord] treatm5t s]vices into prim>y c>e sett+s :]e pregnant individuals regul>ly receive heal? c>e s]vices2 & 7,b7 ! coord9ation betwe5 su* prim>y c>e sett+s & m5tal heal? & sub/ance use disord] pr(essionals :o treat mat]nal m5tal heal? conditions & sub/ance use disord]s4 7#b7 ,e/abli%+ or exp&+ programs t improve mat]nal m5tal heal? & sub/ance use disord] treatm5t f ! preconception ?r\gh ! po/p>tum p]iods1 ) a focus on individuals f racial & e?nic m9ority gr\ps ) high rates ( mat]nal mortality & morbidity4 7#c7 ,e/abli%+ or exp&+ programs to prev5t suicide or self-h>m among pregnant1 lactat+1 & po/p>tum individuals4 7#d7 ,e/abli%+ or exp&+ programs to provide education & tra9+ to mat]nity c>e provid]s1 ) respect to id5tify+ pot5tial w>n+ signs = mat]nal m5tal heal? conditions or sub/ance use disord]s 9 pregnant1 lactat+1 & po/p>tum individuals1 ) a focus on individuals f racial & e?nic m9ority gr\ps & (f]+ ref]rals to m5tal heal? sub/ance use disord] treatm5t pr(essionals4 7#e7 ,rais+ aw>5ess (1 & address+ /igma associat$ )1 mat]nal m5tal heal? conditions & sub/ance use disord]s1 ) a focus on pregnant1 lactat+1 & po/p>tum individuals f racial & e?nic m9ority gr\ps4 7#f7 ,c>ry+ out o!r evid5ce-bas$ or evid5ce-in=m$ programs to address mat]nal m5tal heal? conditions & sub/ance use disord]s = pregnant & po/p>tum individuals f racial & e?nic m9ority gr\ps4 #cajch4 ,fund+ = education & tra9+ at heal? pr(essions s*ools to id5tify & address heal? risks associat$ ) climate *ange 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #he1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to accr$it$ m$ical s*ools1 accr$it$ s*ools ( nurs+1 tea*+ hospitals1 accr$it$ midwif]y programs1 physician assi/ant education programs1 resid5cy or fell[%ip programs1 or o!r s*ools or programs det]m9$ appropriate by ! ,secret>y1 or consortia ( any su* entities1 to support ! developm5t & integration ( education & tra9+ programs = id5tify+ & address+ heal? risks associat$ ) climate *ange = pregnant1 lactat+1 & po/p>tum individuals4 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = develop+1 integrat+1 & implem5t+ curriculum & cont9u+ education t focuses on ! foll[+3 7#a7 ,id5tify+ heal? risks associat$ ) climate *ange = pregnant1 lactat+1 & po/p>tum individuals & individuals ) ! int5t to become pregnant4 7#b7 ,h[ heal? risks associat$ ) climate *ange affect pregnant1 lactat+1 & po/p>tum individuals & individuals ) ! int5t to become pregnant4 7#c7 ,racial & e?nic disp>ities 9 exposure to1 & ! effects (1 heal? risks associat$ ) climate *ange = pregnant1 lactat+1 & po/p>tum individuals & individuals ) ! int5t to become pregnant4 7#d7 ,pati5t c\nsel+ & mitigation /rategies relat+ to heal? risks associat$ ) climate *ange = pregnant1 lactat+1 & po/p>tum individuals4 7#e7 ,relevant s]vices & support = pregnant1 lactat+1 & po/p>tum individuals relat+ to heal? risks associat$ ) climate *ange & /rategies = ensur+ su* individuals h access to su* s]vices & support4 7#f7 ,implicit & explicit bias1 racism1 & discrim9ation 9 provid+ c>e to pregnant1 lactat+1 & po/p>tum individuals & individuals ) ! int5t to become pregnant4 #cajci4 ,fund+ = m9ority-s]v+ in/itutions to /udy mat]nal mortality1 sev]e mat]nal morbidity1 & adv]se mat]nal heal? outcomes 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$ = c>ry+ out a program to aw>d grants or contracts to m9ority-s]v+ in/itutions describ$ 9 section #cga ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7 to /udy mat]nal mortality1 sev]e mat]nal morbidity1 & mat]nal heal? outcomes4 7b7 ,use ( funds ,am\nts made available to an aw>dee "u subsection 7a7 %all be us$ = ! purpose specifi$ 9 su* subsection1 includ+ ! foll[+ activities3 7#a7 ,develop+ & implem5t+ sy/ematic processes ( li/5+ to ! /ories ( pregnant & po/p>tum individuals f racial & e?nic m9ority gr\ps1 & p]9atal heal? work]s support+ su* individuals1 to fully und]/& ! causes (1 & in=m pot5tial solutions to1 ! mat]nal mortality & sev]e mat]nal morbidity crisis )9 _! respective communities4 7#b7 ,assess+ ! pot5tial causes ( relatively l[ rates ( mat]nal mortality among ,hispanic individuals & =eign-born ,black wom54 7#c7 ,assess+ diff]5ces 9 rates ( adv]se mat]nal heal? outcomes among subgr\ps id5tify+ z ,hispanic4 7#d7 ,conduct+ rese>* on mat]nal morbidity & mortality1 ) a focus on heal? disp>ities4 7c7 ,te*nical assi/ance ,us+ am\nts made available by subsection 7a71 ! ,secret>y %all conduct outrea* to m9ority-s]v+ in/itutions 7z describ$ 9 section #cga ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq77-- 7#a7 to in=m & raise aw>5ess ( ! availability fund+ ?r\gh a grant or contract aw>d$ pursuant to ?is section2 7#b7 to provide te*nical assi/ance1 includ+ ?r\gh a grant or contract1 on ! application process = grants or contracts aw>d$ pursuant to subsection 7a72 & 7#c7 to promote capacity build+ to eligible entities = grant applications pursuant to subsection 7a74 #cajdj4 ,fund+ = id5tification ( mat]nity c>e heal? pr(essional t>get areas ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #ccb7k7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;e7k774 #cajda4 ,fund+ = mat]nal mortality review committees to promote repres5tative community engagem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #cag,k7d7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;b-#ab7;d77 to promote community engagem5t 9 mat]nal mortality review committees to increase ! div]sity ( a committee's memb]%ip ) respect to race & e?nicity1 location1 & pr(essional backgr\nd4 #cajdb4 ,fund+ = ! surveillance = em]g+ ?reats to mo!rs & babies 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #cag;,c ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;b-#d7 ) respect to conduct+ surveillance = em]g+ ?reats to mo!rs & babies4 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,exp&+ ! ,surveillance = ,em]g+ ,?reats to ,mo!rs & ,babies activities ( ! ,c5t]s = ,disease ,control & ,prev5tion4 7#b7 ,work+ ) public heal?1 cl9ical1 & community-bas$ organizations to provide timely1 cont9ually updat$1 evid5ce-bas$ guidance to families & heal? c>e provid]s on ways to r$uce risk to pregnant & po/p>tum individuals & _! newborns & tailor int]v5tions to improve _! long-t]m heal?4 7#c7 ,p>tn]+ ) m ,/ate1 ,tribal1 t]ritorial1 & local public heal? programs 9 ! collection & analysis ( cl9ical data on ! impact ( ,,covid-#ai on pregnant & po/p>tum pati5ts & _! newborns1 p>ticul>ly among pati5ts f racial & e?nic m9ority gr\ps4 7#d7 ,e/abli%+ regionally bas$ c5t]s ( excell5ce to (f] m$ical1 public heal?1 & o!r k 79 coord9ation ) ,/ate & ,tribal public heal? au?orities7 to ensure t communities1 especially communities ) l>ge populations ( individuals f racial & e?nic m9ority gr\ps1 c help pregnant & po/p>tum individuals & newborns get ! c>e & support !y ne$4 #cajdc4 ,fund+ = enhanc+ reviews & surveillance to elim9ate mat]nal mortality program 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out ! ,enhanc+ ,reviews & ,surveillance to ,elim9ate ,mat]nal ,mortality program e/abli%$ "u section #cag,k ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;b-#ab74 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,exp&+ ! ,enhanc+ ,reviews & ,surveillance to ,elim9ate ,mat]nal ,mortality program 7commonly kn[n z ! ,,erase ,,mm program7 ( ! ,c5t]s = ,disease ,control & ,prev5tion4 7#b7 ,exp&+ p>tn]%ips ) ,/ates1 t]ritories1 ,indian ,tribes1 & ,tribal organizations to support ,mat]nal ,mortality ,review ,committees4 7#c7 ,provid+ te*nical assi/ance to exi/+ mat]nal mortality review committees4 #cajdd4 ,fund+ = ! pregnancy risk assessm5t monitor+ sy/em 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #cag,k ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;b-#ab7 ) respect to ! ,pregnancy ,risk ,assessm5t ,monitor+ ,sy/em4 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,support+ ,,covid-#ai supplem5ts to ! ,pregnancy ,risk ,assessm5t ,monitor+ ,sy/em que/ionnaire4 7#b7 ,conduct+ a rapid assessm5t ( ,,covid-#ai aw>5ess1 impact on c>e & exp]i5ces1 & use ( prev5tive measures among pregnant1 labor+ & bir?+1 & po/p>tum individuals4 7#c7 ,support+ ! transition ( ! que/ionnaire describ$ 9 p>agraph 7#a7 to an electronic plat=m & exp&+ ! di/ribution ( ! que/ionnaire to a l>g] population1 ) a special focus on rea*+ und]repres5t$ communities4 #cajde4 ,fund+ = ! ,national ,in/itute ( ,*ild ,heal? & ,human ,developm5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until exp5d$1 consi/5t ) ! *ild heal? & human developm5t activities ( ! ,eunice ,k5n$y ,%riv] ,national ,in/itute ( ,*ild ,heal? & ,human ,developm5t describ$ 9 section #ddh ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bhe;g71 to conduct or support rese>* = int]v5tions to mitigate ! effects ( ,,covid-#ai on pregnant1 lactat+1 & po/p>tum individuals1 ) a p>ticul> focus on individuals f racial & e?nic m9ority gr\ps4 #cajdf4 ,fund+ = exp&+ ! use ( te*nology-enabl$ collaborative le>n+ & capacity build+ models = pregnant & po/p>tum individuals 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to community-bas$ organizations1 ,indian ,tribes & ,tribal organizations1 ,urban ,indian organizations1 heal? c>e provid]s1 accr$it$ m$ical s*ools1 accr$it$ s*ools ( nurs+1 tea*+ hospitals1 accr$it$ midwif]y programs1 physician assi/ant education programs1 resid5cy or fell[%ip programs1 or o!r s*ools or programs det]m9$ appropriate by ! ,secret>y1 or consortia ( any su* entities1 t are op]at+ 9 und]s]v$ areas ) high rates ( adv]se mat]nal heal? outcomes or significant racial & e?nic disp>ities 9 mat]nal heal? outcomes1 to evaluate1 develop1 & exp& ! use ( te*nology-enabl$ collaborative le>n+ & capacity build+ models 7z def9$ 9 section #ccj,n ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;c-#bj774 7b7 ,use ( funds 7#a7 ,aw>dees ,a recipi5t ( a grant or contract aw>d$ pursuant to subsection 7a7 %all use su* am\nts to-- 7,a7 tra9 mat]nal heal? c>e provid]s1 /ud5ts1 /aff ( community-bas$ organizations1 & o!r entities describ$ 9 subsection 7a7 ?r\gh ! use & expansion ( te*nology-enabl$ collaborative le>n+ & capacity build+ models1 includ+ h>dw>e & s(tw>e t-- 7i7 enables di/ance le>n+ & te*nical support2 & 7ii7 supports ! secure ex*ange ( electronic heal? in=mation2 & 7,b7 conduct evaluations on ! use ( te*nology-enabl$ collaborative le>n+ & capacity build+ models to improve mat]nal heal? outcomes4 7#b7 ,secret>y ,! ,secret>y %all use am\nts made available pursuant to subsection 7a7 to provide te*nical assi/ance to recipi5ts ( grants aw>d$ pursuant to subsection 7a7 on ! developm5t1 use1 & su/a9ability ( te*nology-enabl$ collaborative le>n+ & capacity build+ models to exp& access to mat]nal heal? s]vices provid$ by su* entities4 #cajdg4 ,fund+ = promot+ equity 9 mat]nal heal? outcomes ?r\gh digital tools 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out a program to aw>d grants or contracts to community-bas$ organizations1 ,indian ,tribes & ,tribal organizations1 ,urban ,indian organizations1 heal? c>e provid]s1 accr$it$ m$ical s*ools1 accr$it$ s*ools ( nurs+1 tea*+ hospitals1 accr$it$ midwif]y programs1 physician assi/ant education programs1 resid5cy or fell[%ip programs1 or o!r s*ools or programs det]m9$ appropriate by ! ,secret>y1 or consortia ( any su* entities1 t are op]at+ 9 und]s]v$ areas ) high rates ( adv]se mat]nal heal? outcomes or significant racial & e?nic disp>ities 9 mat]nal heal? outcomes to r$uce racial & e?nic disp>ities 9 mat]nal heal? outcomes by increas+ access to digital tools relat$ to mat]nal heal? c>e4 7b7 ,use ( funds ,am\nts made available to an aw>dee pursuant to subsection 7a7 %all be us$ = ! purpose specifi$ 9 su* subsection1 includ+ = increas+ access to teleheal? te*nologies 7z def9$ 9 section #ccj;,i ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;c-#ad77 & digital tools t c\ld improve mat]nal heal? outcomes1 su* z we>able te*nologies1 pati5t portals1 teleheal? s]vices1 & web-bas$ & mobile phone applications1 digital heal? s]vices1 secure text messag+1 onl9e provid] communities1 mobile cl9ical decision support s]vices1 & cl9ical tools to increase diagno/ic accuracy4 7c7 ,te*nical assi/ance ,us+ am\nts made available "u subsection 7a71 ! ,secret>y %all provide te*nical assi/ance1 includ+ ?r\gh a grant or contract1 to eligible entities receiv+ fund+ pursuant to subsection 7a7 on ! developm5t1 use1 evaluation1 & po/-grant su/a9ability ( digital tools design$ to promote equity & r$uce disp>ities 9 mat]nal heal? outcomes4 #cajdh4 ,fund+ = antidiscrim9ation & bias tra9+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 = ! purpose describ$ 9 subsection 7b74 7b7 ,use ( funds ,! ,secret>y %all1 ) a focus on mat]nal heal? provid]s1 use am\nts appropriat$ "u subsection 7a7 to c>ry out a program to aw>d competitive grants or contracts to national nonpr(it organizations focus$ on improv+ heal? equity1 accr$it$ s*ools ( m$ic9e or nurs+1 & o!r heal? pr(essional tra9+ programs to develop1 dissem9ate1 review1 rese>*1 & evaluate tra9+ = heal? pr(essionals & all /aff :o int]act ) pati5ts to r$uce discrim9ation & bias 9 ! provision ( heal? c>e1 ) a focus on mat]nal heal? c>e4 #d ,o!r public heal? inve/m5ts #cajea4 ,fund+ = m5tal heal? & sub/ance use disord] pr(essionals ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 = purposes ( c>ry+ out section #eig ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bijll74 #cajeb4 ,fund+ to support pe] recov]y speciali/s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out section #eji ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bij;bb-#b7 ) respect to /r5g!n+ recov]y community organizations & _! /atewide network ( recov]y /akehold]s4 #cajec4 ,fund+ = ,project ,aw>e ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #ebj;,a ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bij;bb-#cb7 ) respect to advanc+ wellness & resili5cy 9 education4 #cajed4 ,fund+ = ! ,national ,suicide ,prev5tion ,lifel9e ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ge1jjj1jjj1 to rema9 available until exp5d$1 = advanc+ infra/ructure = ! ,national ,suicide ,prev5tion ,lifel9e program "u section #ebj;,e-#c ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bij;bb-#cf;c7 9 ord] to exp& exi/+ capabilities = response 9 a mann] t avoids duplicat+ exi/+ capabilities = text-bas$ crisis support4 #cajee4 ,fund+ = community viol5ce & trauma int]v5tions 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y1 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$ #b1ejj1jjj1jjj1 to rema9 available until exp5d$1 = ! purposes describ$ 9 subsection 7b73 7b7 ,use ( fund+ ,! ,secret>y1 act+ ?r\gh ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion1 & 9 consultation ) ! ,assi/ant ,secret>y = ,m5tal ,heal? & ,sub/ance ,use1 ! ,adm9i/rator ( ! ,heal? ,res\rces & ,s]vices ,adm9i/ration1 ! ,deputy ,assi/ant ,secret>y = ,m9ority ,heal?1 & ! ,assi/ant ,secret>y = ! ,adm9i/ration = ,*ildr5 & ,families1 %all use am\nts appropriat$ by subsection 7a7 to support public heal?-bas$ int]v5tions to r$uce community viol5ce & trauma1 tak+ into consid]ation ! ne$s ( communities ) high rates (1 & preval5ce ( risk factors associat$ )1 viol5ce-relat$ injuries & dea?s1 by-- 7#a7 aw>d+ competitive grants or contracts to local gov]nm5tal entities1 ,/ates1 t]ritories1 ,indian ,tribes & ,tribal organizations1 ,urban ,indian organizations1 hospitals & community heal? c5t]s1 nonpr(it community-bas$ organizations1 culturally specific organizations1 victim s]vices provid]s1 or o!r entities z det]m9$ by ! ,secret>y 7or consortia ( su* entities7 to support evid5ce-in=m$1 culturally compet5t1 & developm5tally appropriate /rategies to r$uce community viol5ce1 includ+ outrea* & conflict m$iation1 hospital-bas$ viol5ce int]v5tion1 viol5ce int]ruption1 & s]vices = victims & individuals & communities at risk = exp]i5c+ viol5ce1 su* z trauma-in=m$ m5tal heal? c>e & c\nsel+1 social-emotional le>n+ & s*ool-bas$ m5tal heal? s]vices1 work=ce developm5t s]vices1 & o!r s]vices t prev5t or mitigate ! impact ( trauma1 build appropriate skills1 or promote resili5ce2 & 7#b7 support+ tra9+1 te*nical assi/ance1 rese>*1 evaluation1 public heal? surveillance sy/ems1 data collection1 & coord9ation among relevant /akehold]s1 to facilitate support = /rategies to r$uce community viol5ce & ensure safe & heal?y communities4 7c7 ,supplem5t n supplant ,am\nts appropriat$ "u ?is section %all be us$ to supplem5t & n supplant any ,f$]al1 ,/ate1 or local fund+ o!rwise made available = ! purposes describ$ 9 ?is section4 7d7 ,exp5diture requirem5t ,all exp5ditures made pursuant to subsection 7a7 %all be made on or be=e ,septemb] #cj1 #bjca4 #cajef4 ,fund+ = ! ,national ,*ild ,traumatic ,/ress ,network ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #ehb ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bij;hh-#a7 ) respect to address+ ! problem ( high-risk or m$ically und]s]v$ p]sons :o exp]i5ce viol5ce-relat$ /ress4 #cajeg4 ,fund+ = ,,hiv heal? c>e s]vices programs ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ge1jjj1jjj1 to rema9 available until exp5d$1 = necess>y exp5ses = modifications to exi/+ contracts1 & supplem5ts to exi/+ grants & coop]ative agreem5ts "u sections #bfja1 #bfaa1 #bfea1 #bfga1 & #bfib7;a7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4 ,code #cjj;ff-#aa1 #cjj;ff-#ba1 #cjj;ff-#ea1 #cjj;ff-#ga1 #cjj;ff-#aaa74 #cajeh4 ,fund+ = cl9ical s]vices demon/ration project ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fj1jjj1jjj1 to rema9 available until exp5d$1 to1 act+ ?r\gh ! ,adm9i/rator ( ! ,heal? ,res\rces & ,s]vices ,adm9i/ration1 c>ry out a program to aw>d grants or contracts to public & private nonpr(it cl9ics = ! provision ( cl9ical s]vices1 pursuant to a demon/ration project "u section #cah7;b77#b7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;c7b77#b774 #cajei4 ,fund+ to support ! lifespan respite c>e program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out sections #bijb1 #bijc1 & #bijd ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjj;ii-#a1 #cjj;ii-#b1 #cjj;ii-#c74 #cajfj4 ,fund+ to increase rese>* capacity at c]ta9 in/itutions 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ge1jjj1jjj1 to rema9 available until exp5d$1 = ! purposes describ$ 9 subsection 7b74 7b7 ,use ( funds ,! ,secret>y1 act+ ?r\gh ! ,director ( ! ,national ,in/itutes ( ,heal?1 %all use am\nts made available "u subsection 7a7 to-- 7#a7 ma9ta9 & exp& programs to increase rese>* capacity at m9ority-s]v+ in/itutions 7z describ$ 9 section #cga ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq771 includ+ by support+ ! ,pa? to ,excell5ce & ,innovation program ( ! ,national ,in/itutes ( ,heal?2 7#b7 support c5t]s ( excell5ce "u sections #dfdz-#d & #gcf ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bhet-#a1 #bic72 7#c7 support ef=ts to div]sify ! national sci5tific work=ce & exp& recruitm5t & ret5tion ( individuals :o are-- 7,a7 und]repres5t$ 9 ! biom$ical1 cl9ical1 behavioral1 & social sci5ces2 & 7,b7 f disadvantag$ backgr\nds2 & 7#d7 support & exp& ! activities ( ! ,sci5tific ,work=ce ,div]sity ,(fice ( ! ,national ,in/itutes ( ,heal?4 #cajfa4 ,fund+ = rese>* relat$ to developm5tal delays 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until exp5d$1 = ! purpose describ$ 9 subsection 7b74 7b7 ,use ( funds ,! ,secret>y1 act+ ?r\gh ! ,director ( ! ,national ,in/itutes ( ,heal?1 %all use am\nts appropriat$ by subsection 7a7 to conduct or support rese>* relat$ to developm5tal delays1 includ+ spee* & language delays 9 infants & toddl]s1 *>act]iz+ spee* & language developm5t & outcomes 9 infants & toddl]s ?r\gh e>ly adolesc5ce4 ,su* rese>* %all include /udies1 includ+ longitud9al /udies1 conduct$ or support$ by ! ,national ,in/itute on ,deafness & ,o!r ,communication ,disord]s1 ! ,eunice ,k5n$y ,%riv] ,national ,in/itute ( ,*ild ,heal? & ,human ,developm5t1 & o!r relevant in/itutes & c5t]s ( ! ,national ,in/itutes ( ,heal?4 7c7 ,supplem5t1 n supplant ,am\nts made available to c>ry out ?is section %all be us$ to supplem5t & n supplant o!r ,f$]al1 ,/ate1 & local public funds exp5d$ to conduct or support rese>* relat$ to developm5tal delays1 includ+ spee* & language delays1 9 infants1 toddl]s1 & *ildr54 #cajfb4 ,supplem5tal fund+ = ! ,_w ,trade ,c5t] ,heal? ,program 7a7 ,9 g5]al ,title ,,xxxiii ( ! ,public ,heal? ,s]vice ,act is am5d$ by add+ at ! end ! foll[+3 #cceb4 ,supplem5tal ,fund 7a7 ,9 g5]al ,!re is e/abli%$ a fund to be kn[n z ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund 7ref]r$ to 9 ?is section z ! ,supplem5tal ,fund71 consi/+ ( am\nts deposit$ into ! ,supplem5tal ,fund "u subsection 7b74 7b7 ,am\nt ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 !re is appropriat$ = fiscal ye> #bjbb1 #b1hfj1jjj1jjj1 = deposit into ! ,supplem5tal ,fund1 :i* am\nts %all rema9 available ?r\gh fiscal ye> #bjca4 7c7 ,use ( funds ,am\nts deposit$ into ! ,supplem5tal ,fund "u subsection 7b7 %all be available1 )\t fur!r appropriation & )\t reg>d to any sp5d+ limitation "u section #ccea7;c71 to ! ,,wtc ,program ,adm9i/rator z ne$$ at ! discretion ( su* ,adm9i/rator = c>ry+ out any provision 9 ?is title1 includ+ sections #ccjc & #ccda7;c74 7d7 ,return ( funds ,any am\nts t rema9 9 ! ,supplem5tal ,fund on ,septemb] #cj1 #bjca1 %all be deposit$ into ! ,treasury z miscellane\s receipts4 4 7b7 ,con=m+ am5dm5ts ,title ,,xxxiii ( ! ,public ,heal? ,s]vice ,act is am5d$-- 7#a7 9 section #ccaa7;a77#d77;,b77i77,,ii7 7#db ,u4,s4,c4 #cjjmm-#ba7;a77#d77;,b77i77,,ii771 by /rik+ section #ccea & ins]t+ sections #ccea & #cceb2 7#b7 9 section #ccba7;a77#c77;,b77i77,,ii7 7#db ,u4,s4,c4 #cjjmm-#ca7;a77#c77;,b77i77,,ii771 by /rik+ section #ccea & ins]t+ sections #ccea & #cceb2 7#c7 9 section #ccca 7#db ,u4,s4,c4 #cjjmm-#da7-- 7,a7 9 subsection 7a71 by ins]t+ & ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund be=e ! p]iod at ! end2 & 7,b7 9 subsection 7d7-- 7i7 9 p>agraph 7#a77;,b71 by ins]t+ 7exclud+ any exp5ditures f am\nts 9 ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund "u section #cceb7 be=e ! p]iod at ! end2 & 7ii7 9 p>agraph 7#b71 9 ! flu% text foll[+ subp>agraph 7,c71 by ins]t+ 7exclud+ any exp5ditures f am\nts 9 ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund "u section #cceb7 be=e ! p]iod at ! end2 & 7#d7 9 section #ccea7;b7 7#db ,u4,s4,c4 #cjjmm-#fa7;b77-- 7,a7 9 p>agraph 7#b71 by ins]t+ or z available f ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund "u section #cceb be=e ! p]iod at ! end2 & 7,b7 9 p>agraph 7#c71 by ins]t+ or z available f ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund "u section #cceb be=e ! p]iod at ! end4 #e ,native ,hawaiian ,provisions #cajga4 ,native ,hawaiian heal? c>e sy/ems 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! ,secret>y1 n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 to aw>d grants to1 or ent] into contracts )1 ,papa ,ola ,lokahi to support s]vices describ$ 9 section #f7;c7 ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagje7;c77 9 accordance ) ?is section4 7b7 ,use ( funds ,am\nts made available to an aw>dee pursuant to subsection 7a7 %all be us$ =-- 7#a7 ! pur*ase1 con/ruction1 alt]ation1 r5ovation1 or equipp+ ( heal? facilities2 7#b7 ma9t5ance & improvem5t projects2 7#c7 in=mation te*nology1 teleheal? infra/ructure1 electric heal? records sy/ems1 & m$ical equipm5t2 & 7#d7 aw>d+ grants to1 or ent]+ into contracts )1 ,native ,hawaiian heal? c>e sy/ems 7directly1 or ?r\gh subgrants or subcontracts7 to support s]vices describ$ 9 section #f7;c7 ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagje7;c771 on ! condition t su* grants or contracts may only be us$ = ! purposes & uses describ$ 9 p>agraphs 7#a7 ?r\gh 7#c74 7c7 ,waiv] ( c]ta9 re/rictions ,subsections 7e7 & 7f77#d7 ( section #f ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagje7;e71 #aagje7;f77#d77 %all n apply to grants 7or subgrants7 made us+ am\nts made available "u subsection 7a74 7d7 ,def9itions ,9 ?is section3 7#a7 ,native ,hawaiian heal? c>e sy/em ,! t]m ,native ,hawaiian heal? c>e sy/em has ! mean+ giv5 ! t]m 9 section #ab ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagaa74 7#b7 ,papa ,ola ,lokahi ,! t]m ,papa ,ola ,lokahi has ! mean+ giv5 ! t]m 9 section #ab ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagaa74 #cajgb4 ,native ,hawaiian heal? improvem5t grants 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bbd1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to aw>d grants to eligible ,native ,hawaiian entities to improve ! heal? /atus ( ,native ,hawaiians1 includ+ by provid+ to ,native ,hawaiians compreh5sive heal? promotion s]vices1 disease prev5tion s]vices1 & prim>y heal? s]vices1 z describ$ 9 section #f7;c7 ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagje7;c774 7b7 ,def9ition ( eligible ,native ,hawaiian entity ,9 ?is section1 ! t]m eligible ,native ,hawaiian entity means-- 7#a7 ,papa ,ola ,lokahi 7z def9$ 9 section #ab ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagaa772 7#b7 a ,native ,hawaiian heal? c>e sy/em 7z def9$ 9 section #ab ( t ,act 7#db ,u4,s4,c4 #aagaa772 7#c7 a ,native ,hawaiian organization 7z def9$ 9 section #ab ( t ,act 7#db ,u4,s4,c4 #aagaa772 7#d7 a consortium ( #b or m entities describ$ 9 p>agraphs 7#a7 ?r\gh 7#c72 & 7#e7 a consortium t conta9s at lea/ #a entity describ$ 9 any ( p>agraphs 7#a7 ?r\gh 7#c74 #cajgc4 ,native ,hawaiian heal? c>e sy/ems liability cov]age 7a7 ,9 g5]al ,subject to subsections 7b7 & 7c71 ! ,secret>y %all apply section #ajb7;d7 ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecba7;d77 to-- 7#a7 a ,native ,hawaiian heal? c>e sy/em t receives a grant f or ent]s into a contract ) ! ,secret>y "u section #f ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagje7 to ! same ext5t z section #ajb7;d7 ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecba7;d77 applies to an ,indian ,tribe1 a ,tribal organization1 & an ,indian contractor t c>ries out a contract1 grant agreem5t1 or coop]ative agreem5t1 z applicable1 "u section #ajb or #ajc ( t ,act 7#be ,u4,s4,c4 #ecba1 #ecbb72 & 7#b7 ! employees ( a ,native ,hawaiian heal? c>e sy/em t receives a grant f or ent]s into a contract ) ! ,secret>y "u section #f ( ! ,native ,hawaiian ,heal? ,c>e ,improvem5t ,act 7#db ,u4,s4,c4 #aagje7 to ! same ext5t z section #ajb7;d7 ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecba7;d77 applies to ! employees ( an ,indian ,tribe1 a ,tribal organization1 or an ,indian contractor t c>ries out a contract1 grant agreem5t1 or coop]ative agreem5t1 z applicable1 "u section #ajb or #ajc ( t ,act 7#be ,u4,s4,c4 #ecba1 #ecbb74 7b7 ,effective date ,= purposes ( subsection 7a71 ea* ref]5ce to ,decemb] #bb1 #aihg1 & ! ref]5ce to ! date ( enactm5t ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act ,am5dm5ts ( #aiij conta9$ 9 section #ajb7;d7 ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecba7;d77 %all be deem$ to be a ref]5ce to ! date ( enactm5t ( ?is section4 7c7 ,sunset ,?is section %all cease to h =ce or effect on ,octob] #a1 #bjca4 ,j ,next ,g5]ation #i-a-a #caaja4 ,deploym5t ( ,next ,g5]ation #i-a-a 7a7 ,appropriation 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,assi/ant ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dgj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to make grants to eligible entities = implem5t+ & ma9ta9+ ,next ,g5]ation #i-a-a 9 accordance ) subsection 7b74 7#b7 ,adm9i/rative exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,assi/ant ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to adm9i/] ?is section4 7b7 ,use ( funds ,an eligible entity may use grant funds receiv$ "u ?is section =-- 7#a7 reasonable co/s associat$ ) plann+1 implem5tation1 & developm5t activities1 includ+ su* activities relat$ to ! grant application2 7#b7 deploym5t1 op]ation1 & ma9t5ance ( int]op]able & reliable ,next ,g5]ation #i-a-a1 includ+ ensur+ ! cyb]security ( ,next ,g5]ation #i-a-a2 & 7#c7 tra9+ ( p]sonnel relat$ to ,next ,g5]ation #i-a-a4 7c7 ,clawback ,! ,assi/ant ,secret>y %all recov] "s or all ( ! grant funds made available to an eligible entity "u ?is section if-- 7#a7 ! eligible entity uses ! funds = any o!r purpose ?an ^? set =? 9 subsection 7b72 7#b7 ! eligible entity fails to e/abli% a fund+ me*anism = ,next ,g5]ation #i-a-a suffici5t to cov] op]ations1 ma9t5ance1 & upgrade co/s )9 #c ye>s ( ! e/abli%m5t ( ! grant program2 7#c7 ! eligible entity engages 9 ! div]sion ( any #i-a-a fee or *>ge impos$ by ! eligible entity2 or 7#d7 ! eligible entity uses funds to pur*ase1 r5t1 lease1 or o!rwise obta9 cov]$ communications equipm5t or s]vices 7z def9$ 9 section #i ( ! ,secure & ,tru/$ ,communications ,networks ,act ( #bjai 7#dg ,u4,s4,c4 #afjh774 #caajb4 ,e/abli%m5t ( ,next ,g5]ation #i-a-a ,cyb]security ,c5t] ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,telecommunications & ,in=mation ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #i1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = ! e/abli%m5t ( a ,next ,g5]ation #i-a-a ,cyb]security ,c5t] to coord9ate ) ,/ate1 local1 & regional gov]nm5ts on ! %>+ ( cyb]security in=mation ab\t1 ! analysis ( cyb]security ?reats to1 & /rategies to detect & prev5t cyb]security intrusions relat+ to1 ,next ,g5]ation #i-a-a4 #caajc4 ,public ,safety ,next ,g5]ation #i-a-a ,advisory ,bo>d ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,telecommunications & ,in=mation ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to e/abli% a #af-memb] ,public ,safety ,next ,g5]ation #i-a-a ,advisory ,bo>d1 consi/+ ( public safety (ficials & #i-a-a pr(essionals f div]se backgr\nds & ) ! necess>y te*nical exp]tise1 to provide recomm5dations to ! ,assi/ant ,secret>y ) respect to c>ry+ out ! duties & responsibilities ( ! ,assi/ant ,secret>y relat$ to ,next ,g5]ation #i-a-a1 includ+ ) respect to ! grant program e/abli%$ "u section #caaja4 #caajd4 ,def9itions ,9 ?is subtitle3 7#a7 #i-a-a fee or *>ge ,! t]m #i-a-a fee or *>ge has ! mean+ giv5 ! t]m 9 section #f7;f77#c77;,d7 ( ! ,wireless ,communications & ,public ,safety ,act ( #aiii 7#dg ,u4,s4,c4 #fae;a-#a7;f77#c77;,d774 7#b7 ,assi/ant secret>y ,! t]m ,assi/ant ,secret>y means ! ,assi/ant ,secret>y ( ,comm]ce = ,communications & ,in=mation4 7#c7 ,commonly accept$ /&>ds ,! t]m commonly accept$ /&>ds means ! te*nical /&>ds foll[$ by ! communications indu/ry = network1 device1 & ,int]net ,protocol connectivity t-- 7,a7 ensure int]op]ability by enabl+ em]g5cy communications c5t]s to receive1 process1 & analyze all types ( #i-a-a reque/s = em]g5cy assi/ance 7includ+ multim$ia & data7 & %>e su* reque/s ) o!r em]g5cy communications c5t]s & em]g5cy response provid]s )\t ! ne$ = propriet>y int]faces & reg>dless ( jurisdiction1 equipm5t1 device1 s(tw>e1 s]vice provid]1 or any o!r factor2 & 7,b7 are develop$ & approv$ by a /&>ds developm5t organization t is accr$it$ by a ,unit$ ,/ates or int]national /&>ds body ?r\gh a process-- 7i7 t is cons5sus-bas$ & op5 = p>ticipation1 provides conflict resolution1 & invites comm5t2 & 7ii7 ?r\gh :i* /&>ds are made publicly available once approv$4 7#d7 ,eligible entity ,! t]m eligible entity means a ,/ate or a ,tribal organization t has-- 7,a7 nam$ a s+le po9t ( contact to coord9ate ! implem5tation ( ,next ,g5]ation #i-a-a2 & 7,b7 develop$ & submitt$ a plan = ! coord9ation & implem5tation ( ,next ,g5]ation #i-a-a consi/5t ) any requirem5ts ( ! ,assi/ant ,secret>y4 7#e7 ,next g5]ation #i-a-a ,! t]m ,next ,g5]ation #i-a-a means an int]op]able1 secure1 ,int]net ,protocol-bas$ sy/em t-- 7,a7 employs commonly accept$ /&>ds2 7,b7 enables em]g5cy communications c5t]s to receive1 process1 & analyze all types ( #i-a-a reque/s = em]g5cy assi/ance2 7,c7 acquires & integrates additional in=mation useful to h&l+ #i-a-a reque/s = em]g5cy assi/ance2 7,d7 supports %>+ in=mation relat$ to #i-a-a reque/s = em]g5cy assi/ance among em]g5cy communications c5t]s & em]g5cy response provid]s )\t ! ne$ = propriet>y int]faces & reg>dless ( jurisdiction1 equipm5t1 device1 s(tw>e1 s]vice provid]1 or any o!r factor2 & 7,e7 ensures reliability by enabl+ ongo+ op]ation1 includ+ ?r\gh ! use ( geo-div]se device & network agno/ic elem5ts t provide m ?an #a physical r\te betwe5 end po9ts ) no common po9ts :]e a s+le failure at t po9t w\ld cause ! op]ation ( ,next ,g5]ation #i-a-a to fail4 7#f7 ,/ate ,! t]m ,/ate means any ,/ate ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ,pu]to ,rico1 ,am]ican ,samoa1 ,guam1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ! ,nor!rn ,m>iana ,isl&s1 & any o!r t]ritory or possession ( ! ,unit$ ,/ates4 ,k ,o!r ,matt]s ,relat$ to ,connectivity #cabja4 ,outrea* ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,f$]al ,communications ,commission = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to conduct outrea* & provide education to ! public reg>d+ ! broadb& & communications af=dability programs ( ! ,f$]al ,communications ,commission to raise aw>5ess ab\t ! programs & help consum]s access ! programs4 #cabjb4 ,future ( ,telecommunications ,c\ncil ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,comm]ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #g1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to e/abli% a c\ncil ( #ad memb]s 9 coord9ation ) ! ,committee on ,comm]ce1 ,sci5ce1 & ,transportation ( ! ,s5ate1 ! ,committee on ,en]gy & ,comm]ce ( ! ,h\se ( ,repres5tatives1 ! ,deputy ,secret>y ( ,comm]ce1 ! ,assi/ant ,secret>y ( ,comm]ce = ,communications & ,in=mation1 ! ,"u ,secret>y ( ,comm]ce = ,/&>ds & ,te*nology1 ! ,*air ( ! ,f$]al ,communications ,commission1 ! ,director ( ! ,national ,sci5ce ,f\ndation1 ! ,majority ,lead] ( ! ,s5ate1 & ! ,speak] ( ! ,h\se ( ,repres5tatives1 to be kn[n z ! ,future ( ,telecommunications ,c\ncil1 to advise ,congress on ! developm5t & adoption ( #f;,g & o!r advanc$ wireless communications te*nologies1 includ+ ensur+ equity 9 access to ^? te*nologies = communities ( color & rural communities4 #cabjc4 ,af=dability 7a7 ,def9itions ,9 ?is section3 7#a7 ,broadb&2 broadb& s]vice ,! t]m broadb& or broadb& s]vice has ! mean+ giv5 ! t]m broadb& int]net access s]vice 9 section #h4a ( title #dg1 ,code ( ,f$]al ,regulations1 or any successor regulation4 7#b7 ,cov]$ broadb& s]vice ,! t]m cov]$ broadb& s]vice means broadb& s]vice be+ deliv]$ ?r\gh a broadb& network t c easily scale spe$s ov] "t to-- 7,a7 meet ! evolv+ connectivity ne$s ( h\seholds & bus9esses2 & 7,b7 support ! deploym5t ( #e;,g1 successor wireless te*nologies1 & o!r advanc$ s]vices4 7#c7 ,cov]$ public-private p>tn]%ip ,! t]m cov]$ public-private p>tn]%ip means a p>tn]%ip betwe5-- 7,a7 a ,/ate1 #a or m political subdivisions ( a ,/ate1 a utility 7includ+ a utility coop]ative71 a public utility di/rict1 a nonpr(it organization1 a regional plann+ c\ncil1 or an economic developm5t au?ority2 & 7,b7 a provid] ( cov]$ broadb& s]vice4 7#d7 ,/ate ,! t]m ,/ate means any ,/ate ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ,pu]to ,rico1 ,am]ican ,samoa1 ,guam1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ! ,nor!rn ,m>iana ,isl&s1 & any o!r t]ritory or possession ( ! ,unit$ ,/ates4 7b7 ,fund+ 7#a7 ,pilot projects ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,telecommunications & ,in=mation ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bhj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants to cov]$ public-private p>tn]%ips = pilot projects to increase access to af=dable cov]$ broadb& s]vice 9 urban communities1 includ+ communities ( color & = l[- & middle-income consum]s1 ?r\gh long-t]m solutions = su* af=dability4 7#b7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,telecommunications & ,in=mation ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to adm9i/] ?is section4 7#c7 ,advisory committee ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,telecommunications & ,in=mation ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to e/abli% an advisory committee ( #ab memb]s consi/+ ( exp]ts on broadb& af=dability f div]se backgr\nds1 to be kn[n z ! ,af=dable ,urban & ,suburban ,broadb& ,advisory ,committee1 to advise ! ,national ,telecommunications & ,in=mation ,adm9i/ration1 ! ,f$]al ,communications ,commission1 & ,congress on ways to make broadb& m af=dable = urban & suburban broadb& subscrib]s1 includ+ = communities ( color & l[- & middle-income consum]s1 ?r\gh long-t]m solutions = su* af=dability4 #cabjd4 ,access to devices 7a7 ,def9itions ,9 ?is section3 7#a7 ,assi/ant ,secret>y ,! t]m ,assi/ant ,secret>y means ! ,assi/ant ,secret>y ( ,comm]ce = ,communications & ,in=mation4 7#b7 ,connect$ device ,! t]m connect$ device means any ( ! foll[+ devices t meets m9imum /&>ds e/abli%$ by ! ,assi/ant ,secret>y3 7,a7 ,a ,wi,fi-enabl$ desktop comput]4 7,b7 ,a ,wi,fi-enabl$ laptop comput]4 7,c7 ,a ,wi,fi-enabl$ tablet comput]4 7,d7 ,any simil> ,wi,fi-enabl$ device 7except = a telephone or sm>tphone74 7#c7 ,connect$ device di/ribution program ,! t]m connect$ device di/ribution program means a program approv$ by ! ,assi/ant ,secret>y t makes available connect$ devices = free or at a l[ co/ to an eligible h\sehold4 7#d7 ,eligible h\sehold ,! t]m eligible h\sehold means a h\sehold 9 :i*-- 7,a7 at lea/ "o memb] ( ! h\sehold meets ! qualifications = ! ,lifel9e program ( ! ,f$]al ,communications ,commission1 except t a h\sehold %all be deem$ to meet ! income compon5t ( ^? qualifications if ! h\sehold's income is at or bel[ #bjj p]c5t ( ! ,f$]al ,pov]ty ,guidel9es = a h\sehold ( t size2 7,b7 at lea/ "o memb] ( ! h\sehold has appli$ = & be5 approv$ to receive b5efits "u ! free & r$uc$ price lun* program or ! s*ool breakfa/ program2 7,c7 at lea/ "o memb] ( ! h\sehold has receiv$ a ,f$]al ,pell ,grant 9 ! curr5t aw>d ye>1 if su* aw>d is v]ifiable ?r\gh ! ,national ,v]ifi] or ,national ,lifel9e ,acc\ntability ,database or a connect$ device di/ribution program v]ifies eligibility2 or 7,d7 at lea/ "o memb] ( ! h\sehold receives assi/ance ?r\gh ! special supplem5tal nutritional program = wom51 infants1 & *ildr54 7b7 ,connect$ device grant program 7#a7 ,appropriations 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,assi/ant ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! aw>d+ ( grants to connect$ device di/ribution programs 9 accordance ) ?is section4 7,b7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,assi/ant ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to adm9i/] ?is section1 includ+ provid+ te*nical assi/ance to a connect$ device di/ribution program4 7,c7 ,outrea* ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,assi/ant ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to conduct outrea* relat$ to ! availability ( grants "u ?is section4 7#b7 ,use ( funds 7,a7 ,9 g5]al ,a connect$ device di/ribution program %all use grant funds receiv$ "u ?is section =-- 7i7 ! reasonable pur*ase or refurbi%m5t co/ ( connect$ devices = di/ribution to eligible h\seholds consi/5t ) ?is section2 & 7ii7 ! reasonable adm9i/rative co/s associat$ ) ! di/ribution ( connect$ devices describ$ 9 clause 7i74 7,b7 ,limitation ,a connect$ device di/ribution program may use grant funds receiv$ "u ?is section to provide n m ?an-- 7i7 #a connect$ device to an eligible h\sehold t includes n m ?an #b memb]s ov] ! age ( #f2 or 7ii7 #b connect$ devices to an eligible h\sehold t includes n few] ?an #c memb]s ov] ! age ( #f4 7#c7 ,clawback ,if a connect$ device di/ribution program is f\nd to h us$ grant funds aw>d$ "u ?is section 9 a mann] n p]mitt$ "u ?is section or is f\nd to h o!rwise violat$ a requirem5t "u ?is section1 ! ,assi/ant ,secret>y %all recov] f ! program "s or all ( ! grant funds aw>d$ to ! program4 ,l ,di/ance ,le>n+ #cacja4 ,additional support = di/ance le>n+ 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,em]g5cy ,connectivity ,fund e/abli%$ "u subsection 7c77#a7 ( section #gdjb ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to provide support "u ! cov]$ regulations promulgat$ "u subsection 7a7 ( t section1 except t t am\nt %all be us$ to provide support "u ! cov]$ regulations = co/s incurr$ aft] ! date ( enactm5t ( ?is ,act b be=e ,june #cj1 #bjcj1 reg>dless ( :e!r ^? co/s are incurr$ dur+ a ,,covid-#ai em]g5cy p]iod 7z def9$ 9 subsection 7d7 ( t section74 7b7 ,limitation ,none ( ! funds appropriat$ "u subsection 7a7 may be us$ to pur*ase1 r5t1 lease1 or o!rwise obta9 any cov]$ communications equipm5t or s]vice 7z def9$ 9 section #i ( ! ,secure & ,tru/$ ,communications ,networks ,act ( #bjai 7#dg ,u4,s4,c4 #afjh774 ,m ,manufactur+ ,supply ,*a9 & ,t\rism #cadja4 ,manufactur+ supply *a9 resili5ce ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,(fice ( ! ,secret>y ( ,comm]ce1 to support ! resili5ce ( manufactur+ supply *a9s affect+ int]/ate comm]ce & relat$ adm9i/rative co/s1 by-- 7#a7 mapp+ & monitor+ manufactur+ supply *a9s2 7#b7 facilitat+ & support+ ! e/abli%m5t ( volunt>y /&>ds1 guidel9es1 & be/ practices relevant to ! resili5ce ( manufactur+ supply *a9s2 7#c7 id5tify+1 accel]at+1 promot+1 demon/rat+1 & deploy+ te*nological advances = manufactur+ supply *a9s2 & 7#d7 provid+ grants1 loans1 & loan gu>antees to ma9ta9 & improve manufactur+ supply *a9 resili5cy4 #cadjb4 ,de/9ation m>ket+ organization grant program to promote safe dome/ic travel 7a7 ,grants = ,dome/ic ,m>ket+ ,organizations ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dg1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 to ! ,secret>y ( ,comm]ce to aw>d grants to de/9ation m>ket+ organizations1 includ+ public or public-private entities t p]=m ! functions ( a de/9ation m>ket+ organization z det]m9$ by ! ,secret>y1 to conduct m>ket+ activities to promote dome/ic travel )9 ! ,unit$ ,/ates1 includ+ ) respect to curr5t travel requirem5ts & safe travel practices1 ) pref]5ce to de/9ation m>ket+ organizations promot+ a t[n1 city1 ,/ate1 or region :]e ! civilian labor =ce 9 ! accommodation1 leisure1 & hospitality sector has suff]$1 & cont9ues to suff]1 significant job losses z a result ( ! ,,covid-#ai p&emic1 z det]m9$ by ! ,secret>y4 7b7 ,adm9i/rative co/s ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,secret>y ( ,comm]ce = adm9i/rative co/s associat$ ) provid+ grants "u subsection 7a74 7c7 ,data on dome/ic travel & t\rism ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,secret>y ( ,comm]ce to collect data on dome/ic travel & t\rism 9 ! ,unit$ ,/ates1 includ+ ! impact ( ! ,,covid-#ai p&emic on dome/ic travel & t\rism4 ,n ,,ftc ,privacy ,en=cem5t #caeja4 ,f$]al ,trade ,commission fund+ = a privacy bureau & relat$ exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 to ! ,f$]al ,trade ,commission to create & op]ate a bureau1 includ+ by hir+ & reta9+ te*nologi/s1 us] exp]i5ce design]s1 & o!r exp]ts z ! ,commission consid]s appropriate1 to accompli% its "w relat$ to unfair or deceptive acts or practices relat+ to privacy1 data security1 id5tity !ft1 data abuses1 & relat$ matt]s4 #caejb4 ,f$]al ,trade ,commission ,section #e7m77#a77;,a7 ( ! ,f$]al ,trade ,commission ,act 7#ae ,u4,s4,c4 #de7m77#a77;,a77 is am5d$-- 7#a7 by ins]t+ ?is ,act's prohibition ( unfair or deceptive acts or practices or aft] violates ! fir/ place x appe>s2 & 7#b7 by ins]t+ a violation ( ?is ,act or aft] unfair or deceptive &4 ,o ,dep>tm5t ( ,comm]ce ,inspector ,g5]al #cafja4 ,fund+ = ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,comm]ce ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,comm]ce = ov]sight ( activities support$ ) funds appropriat$ to ! ,dep>tm5t ( ,comm]ce 9 ?is ,act4 ,,iv ,committee on ,f9ancial ,s]vices ,a ,creat+ & ,pres]v+ ,af=dable1 ,equitable & ,accessible ,h\s+ = ! #ba/ ,c5tury #djjja4 ,public h\s+ inve/m5ts 7a7 ,appropriation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #aj1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! ,capital ,fund "u section #i7;d7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;g7d77 pursuant to ! same =mula z 9 fiscal ye> #bjba1 to be made available )9 #fj days ( ! date ( ! enactm5t ( ?is ,act2 7#b7 #ec1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = eligible activities "u section #i7;d77#a7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;g7d77#a77 = priority inve/m5ts z det]m9$ by ! ,secret>y to repair1 replace1 or con/ruct prop]ties assi/$ "u su* section #i2 7#c7 #a1bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = competitive grants "u section #bd ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcgv7 79 ?is section ref]r$ to z section #bd71 "u ! t]ms & conditions 9 subsection 7b71 = trans=mation1 rehabilitation1 & replacem5t h\s+ ne$s ( public & assi/$ h\s+1 & to trans=m neighborhoods ( pov]ty into function+1 su/a9able mix$-income neighborhoods2 7#d7 #gej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,public ,h\s+ ,capital ,fund & ! section #bd grant program g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluation1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 & 7#e7 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to make new aw>ds or increase prior aw>ds to exi/+ te*nical assi/ance provid]s to provide an increase 9 capacity build+ & te*nical assi/ance available to entities eligible = fund+ = activities or projects consi/5t ) ?is section4 7b7 ,t]ms & conditions = section #bd grants ,grants aw>d$ "u subsection 7a77#c7 %all be subject to t]ms & conditions det]m9$ by ! ,secret>y1 :i* %all include ! foll[+3 7#a7 ,use ,grant funds may be us$ = resid5t & community s]vices1 community developm5t & revitalization1 & af=dable h\s+ ne$s 9 ! community4 7#b7 ,applicants ,eligible recipi5ts ( grants %all include lead applicants & jo9t applicants1 z foll[s3 7,a7 ,lead applicants ,a lead applicant %all be a local gov]nm5t1 a public h\s+ ag5cy1 or an own] ( an assi/$ h\s+ prop]ty4 7,b7 ,jo9t applicants ,a nonpr(it organization or a =-pr(it develop] may apply jo9tly z a jo9t applicant ) su* public entities specifi$ 9 subp>agraph 7,a74 ,a local gov]nm5t mu/ be a jo9t applicant ) an own] ( an assi/$ h\s+ prop]ty specifi$ 9 subp>agraph 7,a74 7#c7 ,p]iod ( af=dability ,grantees %all commit to a p]iod ( af=dability det]m9$ by ! ,secret>y ( n few] ?an #bj ye>s1 b ! ,secret>y may specify a p]iod ( af=dability t is few] ?an #bj ye>s ) respect to home[n]%ip units develop$ ) section #bd grants4 7#d7 ,environm5tal review ,= purposes ( environm5tal review1 a grantee %all be treat$ z a public h\s+ ag5cy "u section #bf ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcgx74 7#e7 ,l[-income & af=dable h\s+ ,am\nts made available "u ?is section %all be us$ = l[-income h\s+ 7z su* t]m is def9$ "u section #c7;b7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;a7b7771 ,,hud-assi/$ h\s+1 & af=dable h\s+1 :i* %all be h\s+ = :i* ! own] ( ! project %all record an af=dability use re/riction approv$ by ! ,secret>y = h\seholds e>n+ up to #abj p]c5t ( ! area m$ian income & is subject to ! p]iod ( af=dability "u p>agraph 7#c7 ( ?is subsection4 7c7 ,o!r t]ms & conditions ,grants aw>d$ "u ?is section %all be subject to ! foll[+ t]ms & conditions3 7#a7 ,limitation ,am\nts provid$ pursuant to ?is section may n be us$ = op]at+ co/s or r5tal assi/ance4 7#b7 ,developm5t ( new units ,p>agraph 7#c7 ( section #i7;g7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;g7g77#c77 %all n apply to new funds made available "u ?is section4 7#c7 ,heal? & safety ,am\nts made available "u ?is section %all be us$ to address heal?1 safety1 & environm5tal haz>ds1 includ+ lead1 fire1 c>bon monoxide1 mold1 asbe/os1 radon1 pe/ infe/ation1 & o!r haz>ds z def9$ by ! ,secret>y4 7#d7 ,en]gy effici5cy & resili5ce ,am\nts made available "u ?is section %all advance improvem5ts to en]gy & wat] effici5cy or climate & disa/] resili5ce 9 h\s+ assi/$ "u ?is section4 7#e7 ,recapture ,if ! ,secret>y recaptures fund+ allocat$ by =mula f a public h\s+ ag5cy "u subsection 7a77#a71 su* recaptur$ am\nts %all be add$ to ! am\nts available "u subsection 7a77#b71 & %all be obligat$ by ! ,secret>y prior to ! expiration ( su* funds4 7#f7 ,supplem5tation ( funds ,! ,secret>y %all ensure t am\nts provid$ pursuant to ?is section %all s]ve to supplem5t & n supplant o!r am\nts g5]at$ by a recipi5t ( su* am\nts or am\nts provid$ by o!r ,f$]al1 ,/ate1 or local s\rces4 7#g7 ,waiv]s & alt]native requirem5ts ,! ,secret>y may waive or specify alt]native requirem5ts = subsections 7d77#a71 7d77#b71 7e71 & 7j7 ( section #i ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;g7 & associat$ regulations 9 connection ) ! use ( am\nts made available "u ?is section o!r ?an requirem5ts relat$ to t5ant rights & protections1 fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7d7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjjb4 ,inve/m5ts 9 af=dable & accessible h\s+ production 7a7 ,appropriation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #i1ibe1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = activities & assi/ance = ! ,,home ,inve/m5t ,p>tn]%ips ,program 79 ?is section ref]r$ to z ! ,,home program71 z au?oriz$ "u sections #bda ?r\gh #bdb1 #bdd ?r\gh #bec1 #bee ?r\gh #bef1 & #bha ?r\gh #bij ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgda-abgdb1 #db ,u4,s4,c4 #abgdd-abgec1 #db ,u4,s4,c4 #abgee-abgef1 #db ,u4,s4,c4 #abhca-abhdj7 79 ?is section ref]r$ to z ,,naha71 subject to ! t]ms & conditions p>agraph 7#a77;,a7 ( subsection 7b72 7#b7 #ad1ibe1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = activities & assi/ance = ! ,,home ,inve/m5t ,p>tn]%ips ,program1 z au?oriz$ "u sections #bda ?r\gh #bdb1 #bdd ?r\gh #bec1 #bee ?r\gh #bef1 & #bha ?r\gh #bij ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgda-abgdb1 #db ,u4,s4,c4 #abgdd-abgec1 #db ,u4,s4,c4 #abgee-abgef1 #db ,u4,s4,c4 #abhca-abhdj71 subject to ! t]ms & conditions 9 p>agraphs 7#a77;,b7 & 7#b7 ( subsection 7b72 7#c7 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to make new aw>ds or increase prior aw>ds to exi/+ te*nical assi/ance provid]s to provide an increase 9 capacity build+ & te*nical assi/ance available to any grantees implem5t+ activities or projects consi/5t ) ?is section2 & 7#d7 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,,home & ,h\s+ ,tru/ ,fund programs g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 7b7 ,t]ms & conditions 7#a7 ,=mulas 7,a7 ,! ,secret>y %all allocate am\nts made available "u subsection 7a77#a7 pursuant to section #bag ( ,,naha 7#db ,u4,s4,c4 #abgdg7 to grantees t receiv$ allocations pursuant to t same =mula 9 fiscal ye> #bjba & %all make su* allocations )9 #fj days ( ! enactm5t ( ?is ,act4 7,b7 ,! ,secret>y %all allocate am\nts made available "u subsection 7a77#b7 pursuant to ! =mula specifi$ 9 section #acch7;c77#c7 ( ! ,f$]al ,h\s+ ,ent]prises ,f9ancial ,safety & ,s\ndness ,act ( #aiib 7#ab ,u4,s4,c4 #defh7;c77#c77 to grantees t receiv$ ,h\s+ ,tru/ ,fund allocations pursuant to t same =mula 9 fiscal ye> #bjba & %all make su* allocations )9 #fj days ( ! date ( ! enactm5t ( ?is ,act4 7#b7 ,eligible activities ,o!r ?an z provid$ 9 p>agraph 7#e7 ( ?is subsection1 funds made available "u subsection 7a77#b7 may only be us$ = eligible activities describ$ 9 subp>agraphs 7,a7 ?r\gh 7,b77i7 ( section #acch7;c77#g7 ( ! ,f$]al ,h\s+ ,ent]prises ,f9ancial ,safety & ,s\ndness ,act ( #aiib 7#ab ,u4,s4,c4 #defh7;c77#g771 except t n m ?an #aj p]c5t ( funds made available may be us$ = activities "u su* subp>agraph 7,b77i74 7#c7 ,fund+ re/rictions ,! commitm5t requirem5ts 9 section #bah7;g7 7#db ,u4,s4,c4 #abgdh7;g77 ( ,,naha1 ! mat*+ requirem5ts 9 section #bbj 7#db ,u4,s4,c4 #abgej7 ( ,,naha1 & ! set-aside = h\s+ develop$1 sponsor$1 or own$ by community h\s+ developm5t organizations requir$ 9 section #bca ( ,,naha 7#db ,u4,s4,c4 #abgga7 %all n apply = am\nts made available "u ?is section4 7#d7 ,reallocation ,= funds provid$ "u p>agraphs 7#a7 & 7#b7 ( subsection 7a71 ! ,secret>y may recapture c]ta9 am\nts rema9+ available to a grantee "u ?is section or am\nts decl9$ by a grantee1 & reallocate su* am\nts to o!r grantees "u t p>agraph to ensure fund exp5diture1 geographic div]sity1 & availability ( fund+ to communities )9 ! ,/ate f :i* ! funds h be5 recaptur$4 7#e7 ,adm9i/ration ,not)/&+ subsections 7c7 & 7d77#a7 ( section #bab ( ,,naha 7#db ,u4,s4,c4 #abgdb71 grantees may use n m ?an #ae p]c5t ( _! allocations "u ?is section = adm9i/rative & plann+ co/s4 7c7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act specifi$ 9 subsection 7a77#a7 or 7a77#b7 or regulation = ! adm9i/ration ( ! am\nts made available "u ?is section o!r ?an requirem5ts relat$ to t5ant rights & protections1 fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7d7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjjc4 ,h\s+ inve/m5t fund 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjbf-- 7#a7 #gdj1jjj1jjj to ! ,dep>tm5t ( ! ,treasury to e/abli% ! ,h\s+ ,inve/m5t ,fund e/abli%$ by ?is section )9 ! ,community ,developm5t ,f9ancial ,in/itutions ,fund 79 ?is section ref]r$ to z ! ,,cdfi ,fund7 to make grants to increase inve/m5t 9 ! developm5t1 pres]vation1 rehabilitation1 f9anc+1 or pur*ase ( af=dable h\s+ prim>ily = l[-1 v-l[1 & extremely l[-income families :o are r5t]s1 & = home[n]s ) incomes up to #abj p]c5t ( ! area m$ian income1 & = economic developm5t & community facilities relat$ to su* h\s+ & to fur!r fair h\s+2 & 7#b7 #aj1jjj1jjj = ! co/s to ! ,,cdfi ,fund ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 & o!r co/s4 7b7 ,eligible grantees ,a grant "u ?is section may be made1 pursuant to su* requirem5ts z ! ,,cdfi ,fund %all e/abli%1 only to-- 7#a7 a ,,cdfi ,fund c]tifi$ community developm5t f9ancial in/itution1 z su* t]m is def9$ 9 section #ajc ( ! ,riegle ,community ,developm5t & ,regulatory ,improvem5t ,act ( #aiid 7#ab ,u4,s4,c4 #dgjb72 7#b7 a nonpr(it organization hav+ z "o ( its pr9cipal purposes ! creation1 developm5t1 or pres]vation ( af=dable h\s+1 includ+ a subsidi>y ( a public h\s+ au?ority2 or 7#c7 a consortium compris$ ( c]tifi$ community developm5t f9ancial in/itutions1 eligible nonpr(it h\s+ organizations1 or a comb9ation ( bo?4 7c7 ,eligible uses ,eligible uses = grant am\nts aw>d$ f ! ,h\s+ ,inve/m5t ,fund pursuant to ?is section %all-- 7#a7 be reasonably expect$ to result 9 eligible af=dable h\s+ activities t support or su/a9 af=dable h\s+ fund$ by a grant "u ?is section & capital f o!r public & private s\rces2 & 7#b7 include activities-- 7,a7 to provide loan loss res]ves2 7,b7 to capitalize an acquisition fund to acquire resid5tial1 indu/rial1 or comm]cial prop]ty & l& = ! purpose ( ! pres]vation1 developm5t1 or rehabilitation ( af=dable h\s+1 includ+ to support ! creation1 pres]vation1 or rehabilitation ( resid5t-own$ manufactur$ h\s+ communities2 7,c7 to capitalize an af=dable h\s+ fund1 = developm5t1 pres]vation1 rehabilitation1 or f9anc+ ( af=dable h\s+ & economic developm5t activities1 includ+ community facilities1 if "p ( a mix$-use project1 or activities describ$ 9 ?is p>agraph relat$ to transit-ori5t$ developm5t1 :i* may also be designat$ z a focus ( su* a fund2 7,d7 to capitalize an af=dable h\s+ mortgage fund1 to facilitate ! orig9ation ( mortgages to buy]s t may exp]i5ce significant b>ri]s to access+ af=dable mortgage cr$it1 includ+ mortgages hav+ l[ orig9al pr9cipal obligations2 7,e7 = risk-%>+ loans2 7,f7 to provide loan gu>antees2 & 7,g7 to fund r5tal h\s+ op]ations4 7d7 ,implem5tation ,! ,,cdfi ,fund %all h ! au?ority to issue su* regulations1 notice1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjjd4 ,section #haa supportive h\s+ = p ) disabilities 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #dej1jjj1jjj = capital advances1 includ+ am5dm5ts to capital advance contracts1 = supportive h\s+ = p]sons ) disabilities1 z au?oriz$ by section #haa7;b77#b7 ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #hjac7;b77#b77 79 ?is section ref]r$ to z ! ,act71 & subject to subsections 7a7 ?r\gh 7h77#d71 7h77#f7 ?r\gh 7i77#a77;,c71 & 7i77#b7 ?r\gh 7m7 ( su* section #haa 7#db ,u4,s4,c4 #hjac7;a7-#db ,u4,s4,c4 #hjac7;h77#d71 #db ,u4,s4,c4 #hjac7;h77#f7-db ,u4,s4,c4 #hjac7;i77#a77;,c71 #db ,u4,s4,c4 #hjac7;i77#b7-db ,u4,s4,c4 #hjac7m771 & = project r5tal assi/ance = supportive h\s+ = p]sons ) disabilities "u section #haa7;d77#b7 ( ! ,act & = project assi/ance contracts pursuant to section #bjb7;h7 ( ! ,h\s+ ,act ( #aiei 7,public ,law #hf-cgb2 #gc ,/at4 #ffg71 = project r5tal assi/ance to ,/ate h\s+ f9ance ag5cies & o!r appropriate entities z au?oriz$ "u section #haa7;b77#c7 ( ! ,act1 = ,/ate h\s+ f9ance ag5cies2 7#b7 #g1ejj1jjj = provid+ te*nical assi/ance to support ,/ate-level ef=ts to integrate h\s+ assi/ance & volunt>y supportive s]vices = resid5ts ( h\s+ receiv+ su* assi/ance1 :i* fund+ may also be us$ to provide te*nical assi/ance to applicants & pot5tial applicants to und]/& program requirem5ts & develop effective applications1 & ! ,secret>y may use am\nts made available "u ?is p>agraph to increase prior aw>ds to exi/+ te*nical assi/ance provid]s to provide an imm$iate increase 9 capacity build+ & te*nical assi/ance2 & 7#c7 #db1ejj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,supportive ,h\s+ = ,p]sons ) ,disabilities program g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,limitations on co/s ,:5 aw>d+ grants "u p>agraph 7#a7 ( subsection 7a71 ! ,secret>y %all e/abli% & assess reasonable developm5t co/ limitations by m>ket area = v>i\s types & sizes ( supportive h\s+ = p]sons ) disabilities4 ,! ,secret>y %all n c\nt own] or sponsor contributions ( o!r fund+ or assi/ance aga9/ ! ov]all co/ ( a project4 7c7 ,occupancy /&>ds ,! own] or sponsor ( h\s+ assi/$ ) funds provid$ "u ?is section may1 ) ! approval ( ! ,secret>y1 limit occupancy ) ! h\s+ to p]sons ) disabilities :o c b5efit f ! supportive s]vices (f]$ 9 connection ) ! h\s+4 7d7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = subsection 7c7 or 7bb7 ( section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f 7c71 #adcg;f7bb77 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7e7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjje4 ,section #bjb supportive h\s+ = ! eld]ly program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #dej1jjj1jjj = ! ,supportive ,h\s+ = ! ,eld]ly ,program au?oriz$ "u section #bjb ( ! ,h\s+ ,act ( #aiei1 & subject to subsections 7a7 ?r\gh 7g71 7h77#b7 ?r\gh 7h77#e71 & 7i7 ?r\gh 7m7 ( su* section #bjb 7#ab ,u4,s4,c4 #agjaq7a7-#ab ,u4,s4,c4 #agjaq7g71 #ab ,u4,s4,c4 #agjaq7h77#b7-ab ,u4,s4,c4 #agjaq7h77#e71 #ab ,u4,s4,c4 #agjaq7i7-#ab ,u4,s4,c4 #agjaq7m77 79 ?is section ref]r$ to z ! ,act71 :i* %all be us$-- 7,a7 = capital advance aw>ds 9 accordance ) section #bjb7;c77#a7 ( ! ,act to recipi5ts t are eligible "u ! ,act2 7,b7 = new section #h project-bas$ r5tal assi/ance contracts "u section #h7;b7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg ,act 7#db ,u4,s4,c4 #adcg;f7b771 subject to subsection 7c7 ( ?is section1 ) ! ,secret>y sett+ ! t]ms ( su* project-bas$ r5tal assi/ance contracts1 includ+ ! duration & provisions reg>d+ r5t sett+ & r5t adju/m5t1 to support ! capital advance projects fund$ "u ?is section2 & 7,c7 = s]vice coord9ators2 7#b7 #g1ejj1jjj1 to provide te*nical assi/ance to support ,/ate-level ef=ts to improve ! design & deliv]y ( volunt>y supportive s]vices = resid5ts ( any h\s+ assi/$ "u ! ,act & o!r h\s+ support+ l[-income old] adults1 9 ord] to support resid5ts to age-9-place & avoid in/itutional c>e1 z well z to assi/ applicants & pot5tial applicants ) project-specific design1 & ! ,secret>y may use am\nts made available "u ?is p>agraph to increase prior aw>ds to exi/+ te*nical assi/ance provid]s to provide an imm$iate increase 9 capacity build+ & te*nical assi/ance2 & 7#c7 #db1ejj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,supportive ,h\s+ = ! ,eld]ly program g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluation1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,limitation on co/s ,:5 aw>d+ grants "u p>agraph 7#a7 ( subsection 7a71 ! ,secret>y %all e/abli% & assess reasonable developm5t co/ limitations by m>ket area = v>i\s types & sizes ( supportive h\s+ = ! eld]ly4 ,! ,secret>y %all n c\nt own] or sponsor contributions ( o!r fund+ or assi/ance aga9/ ! ov]all co/ ( a project4 7c7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( subsection 7c7 or 7bb7 ( section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f 7c71 #adcg;f7bb77 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7d7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjjf4 ,improv+ en]gy effici5cy or wat] effici5cy or climate resili5ce ( af=dable h\s+ 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #a1ggj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = ! co/ ( provid+ direct loans1 includ+ ! co/s ( modify+ su* loans1 & = grants1 z provid$ = & subject to t]ms & conditions 9 subsection 7b71 includ+ to subsidize gross obligations = ! pr9cipal am\nt ( direct loans1 n to exce$ #d1jjj1jjj1jjj1 to fund projects t improve ! en]gy or wat] effici5cy1 indoor air quality & su/a9ability improvem5ts1 implem5t l[-emission te*nologies1 mat]ials1 or processes1 includ+ z]o-emission electricity g5]ation1 en]gy /orage1 or build+ electrification1 electric c> *>g+ /ation in/allations1 or address climate resili5ce ( multifamily prop]ties2 7#b7 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluation1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 7#c7 #abj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = exp5ses ( contracts adm9i/]$ by ! ,secret>y1 includ+ to c>ry out prop]ty climate risk1 en]gy1 or wat] assessm5ts1 due dilig5ce1 & und]writ+ functions = su* grant & direct loan program2 & 7#d7 #he1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = en]gy & wat] b5*m>k+ ( prop]ties eligible to receive grants or loans "u ?is section1 reg>dless ( :e!r !y actually receiv$ su* grants1 along ) associat$ data analysis & evaluation at ! prop]ty & portfolio level1 includ+ ! developm5t ( in=mation te*nology sy/ems necess>y = ! collection1 evaluation1 & analysis ( su* data4 7b7 ,loan & grant t]ms & conditions ,am\nts made available "u ?is section %all be = direct loans1 grants1 & direct loans t c be conv]t$ to grants to eligible recipi5ts t agree to an ext5d$ p]iod ( af=dability = ! prop]ty4 7c7 ,def9itions ,z us$ 9 ?is section-- 7#a7 ! t]m eligible recipi5t means any own] or sponsor ( an eligible prop]ty2 & 7#b7 ! t]m eligible prop]ty means a prop]ty receiv+ project-bas$ assi/ance pursuant to-- 7,a7 section #bjb ( ! ,h\s+ ,act ( #aiei 7#ab ,u4,s4,c4 #agjaq72 7,b7 section #haa ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #hjac72 or 7,c7 section #h7;b7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7b77 7d7 ,waiv] ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( subsection 7c7 or 7bb7 ( section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7c71 #adcg;f7bb77 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7e7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjjg4 ,revitalization ( di/ress$ multifamily prop]ties 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #a1eej1jjj1jjj = provid+ direct loans1 :i* may be =givable1 to own]s ( di/ress$ prop]ties = ! purpose ( mak+ necess>y physical improvem5ts1 includ+ to subsidize gross obligations = ! pr9cipal am\nt ( direct loans n to exce$ #f1jjj1jjj1jjj1 subject to ! t]ms & conditions 9 subsection 7b72 & 7#b7 #ej1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,(fice ( ,h\s+ programs g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjbi4 7b7 ,loan t]ms & conditions 7#a7 ,eligibility ,own]s or sponsors ( multifamily h\s+ projects :o meet ea* ( ! foll[+ requirem5ts %all be eligible = loan assi/ance "u ?is section3 7,a7 ,! multifamily h\s+ project1 includ+ any project f :i* assi/ance has be5 approv$ to be transf]r$ has defici5cies t cause ! project to be at risk ( physical obsolesc5ce or economic non-viability4 7,b7 ,! actual r5ts receiv$ by ! own] or sponsor ( ! di/ress$ prop]ty w\ld n adequately su/a9 ! debt ne$$ to make necess>y physical improvem5ts4 7,c7 ,! own] or sponsor meets any su* additional eligibility crit]ia z ! ,secret>y det]m9es to be appropriate1 consid]+ factors t contribut$ to ! project's defici5cies4 7#b7 ,use ( loan funds ,ea* recipi5t ( loan assi/ance "u ?is section may only use su* loan assi/ance to make necess>y physical improvem5ts4 7#c7 ,loan availability ,! ,secret>y %all only provide loan assi/ance to an own] or sponsor ( a multifamily h\s+ project :5 su* assi/ance1 consid]$ ) o!r f9ancial res\rces available to ! own] or sponsor1 is ne$$ to make ! necess>y physical improvem5ts4 7#d7 ,int]e/ rates & l5g? ,loans provid$ "u ?is section %all be> int]e/ at #a p]c5t1 & at orig9ation %all h a repaym5t p]iod cot]m9\s ) ! af=dability p]iod e/abli%$ "u p>agraph 7#f71 ) ! frequ5cy & am\nt ( repaym5ts to be det]m9$ by requirem5ts e/abli%$ by ! ,secret>y4 7#e7 ,loan modifications or =giv5ess ,) respect to loans provid$ "u ?is section1 ! ,secret>y may take any ( ! foll[+ actions if ! ,secret>y det]m9es t do+ s w pres]ve af=dability ( ! project3 7,a7 ,waive any due on sale or due on ref9anc+ re/riction4 7,b7 ,cons5t to ! t]ms ( new debt to :i* ! loans may be subord9ate1 ev5 if su* new debt w\ld impact ! repaym5t ( ! loans4 7,c7 ,ext5d ! t]m ( ! loan4 7,d7 ,=give ! loan 9 :ole or 9 "p4 7#f7 ,ext5d$ af=dability p]iod ,ea* recipi5t ( loan assi/ance "u ?is section %all agree to an ext5d$ af=dability p]iod = ! project t is subject to ! loan by ext5d+ any exi/+ af=dable h\s+ use agreem5ts = an additional #cj ye>s or1 if ! project is n curr5tly subject to a use agreem5t e/abli%+ af=dability requirem5ts1 by e/abli%+ a use agreem5t = #cj ye>s4 7#g7 ,mat*+ contribution ,ea* recipi5t ( loan assi/ance "u ?is section %all secure at lea/ #bj p]c5t ( ! total co/ ne$$ to make ! necess>y physical improvem5ts f non-,f$]al s\rces1 except 9 cases :]e ! ,secret>y det]m9es t a lack ( f9ancial res\rces qualifies a loan recipi5t =-- 7,a7 a r$uc$ contribution bel[ #bj p]c5t2 or 7,b7 an exemption to ! mat*+ contribution requirem5t4 7#h7 ,additional loan conditions ,! ,secret>y may e/abli% additional conditions = loan eligibility provid$ "u ?is section z ! ,secret>y det]m9es to be appropriate4 7#i7 ,prop]ties insur$ by ! ,secret>y ,9 ! case ( any prop]ty ) respect to :i* assi/ance is provid$ "u ?is section t has a mortgage insur$ by ! ,secret>y1 ! ,secret>y may use funds available "u ?is section z necess>y to pay = ! co/s ( modify+ su* loan4 7c7 ,def9itions ,z us$ 9 ?is section-- 7#a7 ! t]m multifamily h\s+ project means a project consi/+ ( five or m dwell+ units assi/$ or approv$ to receive a transf] ( assi/ance1 insur$1 or ) a loan held by ! ,secret>y or a ,/ate or ,/ate ag5cy 9 "p or 9 :ole pursuant to-- 7,a7 section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f71 n includ+ subsection 7o77#ac7 ( su* section2 7,b7 section #bjb ( ! ,h\s+ ,act ( #aiei 7#ab ,u4,s4,c4 #agjaq71 z am5d$ by section #hja ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act2 7,c7 section #bjb ( ! ,h\s+ ,act ( #aiei 7=m] #ab ,u4,s4,c4 #agjaq71 z su* section exi/$ be=e ! enactm5t ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act2 7,d7 section #haa ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #hjac72 or 7,e7 section #bcf ( ! ,national ,h\s+ ,act 7#ab ,u4,s4,c4 #agaez-#a72 & 7#b7 ! t]m necess>y physical improvem5ts means new con/ruction or capital improvem5ts to an exi/+ multifamily h\s+ project t ! ,secret>y det]m9es are necess>y to address ! defici5cies or t rise to su* a level t delay+ physical improvem5ts to ! project w\ld be detrim5tal to ! longevity ( ! project z suitable h\s+ = occupancy4 7d7 ,waiv] ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( subsection 7c7 or 7bb7 ( section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7c71 #adcg;f7bb77 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7e7 ,implem5tation ,! ,secret>y %all h ! au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjjh4 ,inve/m5ts 9 rural r5tal h\s+ 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #a1hjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = ! ,adm9i/rator ( ! ,rural ,h\s+ ,s]vice = mak+ loans & grants = new con/ruction1 improvem5ts to en]gy & wat] effici5cy or climate resili5ce1 ! removal ( heal? & safety haz>ds1 & ! pres]vation & revitalization ( h\s+ = o!r purposes describ$ "u section #ead ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adhd71 subsections 7a77#a7 ?r\gh 7a77#b71 7b77#a7 ?r\gh 7b77#c71 7b77#e7 ?r\gh 7aa77#b77;,a71 & 7aa77#d7 ( section #eae ( su* ,act 7#db ,u4,s4,c4 #adhe7;a77#a7-db ,u4,s4,c4 #adhe7;a77#b71 #db ,u4,s4,c4 #adhe7;b77#a7-7;b77#c71 #db ,u4,s4,c4 #adhe7;b77#e7-db ,u4,s4,c4 #adhe7;aa77#b77;,a71 #db ,u4,s4,c4 #adhe7;aa77#d771 & #eaf ( su* act 7#db ,u4,s4,c4 #adhf71 subject to ! t]ms & conditions 9 subsection 7b72 7#b7 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 to provide cont9u$ assi/ance pursuant to section #cbjc ( ! ,am]ican ,rescue ,plan ,act ( #bjba2 & 7#c7 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = ! co/s to ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 7b7 ,pres]vation & revitalization t]ms & conditions 7#a7 ,loans & grants & o!r assi/ance ,! ,adm9i/rator ( ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture %all provide direct loans & grants1 includ+ ! co/ ( modify+ loans1 to re/ructure exi/+ ,dep>tm5t ( ,agriculture multi-family h\s+ loans expressly = ! purposes ( ensur+ ! project has suffici5t res\rces to pres]ve ! project = ! purpose ( provid+ safe & af=dable h\s+ = l[-income resid5ts & f>m labor]s1 includ+-- 7,a7 r$uc+ or elim9at+ int]e/2 7,b7 def]r+ loan paym5ts2 7,c7 subord9at+1 r$uc+1 or re-amortiz+ loan debt2 & 7,d7 provid+ o!r f9ancial assi/ance1 includ+ advances1 paym5ts1 & inc5tives 7includ+ ! ability ( own]s to obta9 reasonable returns on inve/m5t7 requir$ by ! ,secret>y1 includ+ su* assi/ance to non-pr(it entities & public h\s+ au?orities4 7#b7 ,re/rictive use agreem5t ,! ,adm9i/rator ( ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture %all z "p ( ! pres]vation & revitalization agreem5t obta9 a re/rictive use agreem5t consi/5t ) ! t]ms ( ! re/ructur+4 7c7 ,implem5tation ,! ,adm9i/rator ( ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjji4 ,h\s+ v\*]s 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #ae1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 =-- 7,a7 increm5tal t5ant-bas$ r5tal assi/ance = extremely l[-income families "u section #h7o7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7o772 7,b7 r5ewals ( su* t5ant-bas$ r5tal assi/ance2 & 7,c7 fees = ! co/s ( adm9i/]+ t5ant-bas$ r5tal assi/ance & o!r exp5ses relat$ to ! utilization ( v\*] assi/ance "u subp>agraph 7,a71 :i* may include ! co/ ( facilitat+ ! use ( v\*] assi/ance provid$ "u p>agraph 7#e72 7#b7 #g1ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 =-- 7,a7 increm5tal t5ant-bas$ r5tal assi/ance "u section #h7o7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7o77 = h\seholds exp]i5c+ or at risk ( homelessness1 survivors ( dome/ic viol5ce1 dat+ viol5ce1 sexual assault1 & /alk+1 & survivors ( traffick+2 7,b7 r5ewals ( su* t5ant-bas$ r5tal assi/ance2 & 7,c7 fees = ! co/s ( adm9i/]+ t5ant-bas$ r5tal assi/ance & o!r exp5ses relat$ to ! utilization ( v\*] assi/ance "u subp>agraph 7,a71 :i* may include ! co/ ( facilitat+ ! use ( v\*] assi/ance provid$ "u p>agraph 7#e72 7#c7 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 =-- 7,a7 t5ant protection v\*]s = relocation & replacem5t ( public h\s+ units demoli%$ or dispos$ z "p ( a public h\s+ pres]vation or project-bas$ replacem5t transaction us+ funds made available "u ?is title2 7,b7 r5ewals ( su* t5ant-bas$ r5tal assi/ance2 & 7,c7 fees = ! co/s ( adm9i/]+ t5ant-bas$ r5tal assi/ance & o!r exp5ses relat$ to ! utilization ( v\*] assi/ance "u subp>agraph 7,a71 :i* may include ! co/ ( facilitat+ ! use ( v\*] assi/ance provid$ "u p>agraph 7#e72 7#d7 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = competitive grants1 subject to t]ms & conditions det]m9$ by ! ,secret>y1 to public h\s+ ag5cies = mobility-relat$ s]vices = v\*] families1 includ+ families ) *ildr51 & s]vice coord9ation2 7#e7 #bcj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = eligible exp5ses to facilitate ! use ( v\*] assi/ance "u ?is section & = o!r v\*] assi/ance "u section #h7o7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg1 z det]m9$ by ! ,secret>y1 9 addition to am\nts o!rwise available = su* exp5ses1 includ+ prop]ty own] outrea* & ret5tion activities su* z inc5tive paym5ts1 security deposit paym5ts & loss res]ves1 l&lord liaisons1 & o!r uses ( funds design$ prim>ily-- 7,a7 to recruit own]s ( dwell+ units1 p>ticul>ly dwell+ units 9 c5sus tracts ) a pov]ty rate ( less ?an #bj p]c5t1 to ent] into h\s+ assi/ance paym5t contracts2 & 7,b7 to enc\rage own]s t ent] into h\s+ assi/ance paym5t contracts z describ$ 9 subp>agraph 7,a7 to cont9ue to lease _! dwell+ units to t5ants assi/$ "u section #h7o7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg2 7#f7 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,h\s+ ,*oice ,v\*] program g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 & 7#g7 #gj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = mak+ new aw>ds or increas+ prior aw>ds to exi/+ te*nical assi/ance provid]s to provide an increase 9 capacity build+ & te*nical assi/ance available to public h\s+ ag5cies4 7b7 ,t]ms & conditions 7#a7 ,allocation ,! ,secret>y %all allocate initial increm5tal assi/ance provid$ = r5tal assi/ance "u subsection 7a77#a7 & 7#b7 9 ea* fiscal ye> comm5c+ 9 #bjbb & end+ 9 #bjbf 9 accordance ) a =mula or =mulas t include measures ( sev]e h\s+ ne$ among extremely l[-income r5t]s & public h\s+ ag5cy capacity1 & ensures geographic div]sity among public h\s+ ag5cies adm9i/]+ ! ,h\s+ ,*oice ,v\*] program4 7#b7 ,election to adm9i/] ,! ,secret>y %all e/abli% a proc$ure = public h\s+ ag5cies to accept or decl9e ! increm5tal v\*]s made available "u ?is section4 7#c7 ,failure to use v\*]s promptly ,if a public h\s+ ag5cy fails to lease ! au?oriz$ v\*]s x has receiv$ "u ?is subsection on behalf ( eligible families )9 a reasonable p]iod ( "t1 ! ,secret>y may (fset ! ag5cy's v\*] r5ewal allocations & may revoke & r$i/ribute any unleas$ v\*]s & associat$ funds1 :i* may include adm9i/rative fees & am\nts allocat$ "u subsections 7a77#c7 & 7a77#d71 to o!r public h\s+ ag5cies4 7#d7 ,limitation ( use ( funds ,public h\s+ ag5cies may use funds receiv$ "u ?is section only = ! activities li/$ 9 subsection 7a7 = :i* ! funds 7 provid$ to su* ag5cy4 7#e7 ,cap on project-bas$ v\*]s = vuln]able populations ,^u reque/ by a public h\s+ ag5cy1 ! ,secret>y may designate a numb] ( ! public h\s+ ag5cy's v\*]s allocat$ "u ?is section z except$ units t d n c\nt aga9/ ! p]c5tage limitation on ! numb] ( au?oriz$ units a public h\s+ ag5cy may project-base "u section #h7o77#ac77;,b7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg1 9 accordance ) ! conditions e/abli%$ by ! ,secret>y4 ,?is p>agraph may n be con/ru$ to waive1 limit1 or specify alt]native requirem5ts1 or p]mit su* waiv]s1 limitations1 or alt]native requirem5ts1 relat$ to fair h\s+ & nondiscrim9ation1 includ+ ! requirem5t to provide h\s+ & s]vices to individuals ) disabilities 9 integrat$ sett+s4 7#f7 ,homeless waiv] au?ority ,9 adm9i/]+ ! v\*] assi/ance t>get$ = h\seholds exp]i5c+ or at risk ( homelessness1 survivors ( dome/ic viol5ce1 dat+ viol5ce sexual assault1 & /alk+1 & survivors ( traffick+ "u subsection 7a77#b71 ! ,secret>y may1 ^u a f9d+ t a waiv] or alt]native requirem5t is necess>y to facilitate ! use ( su* assi/ance1 waive or specify alt]native requirem5ts =-- 7,a7 section #h7o77#f77;,a7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7o77#f77;,a77 & regulatory provisions relat$ to ! adm9i/ration ( wait+ li/s & local pref]5ces2 7,b7 section #bad7;d77#b7 ( ! ,h\s+ & ,community ,developm5t ,act ( #aihj 7#db ,u4,s4,c4 #adcf;a7d77#b771 section #egf7;a71 7b71 & 7c7 ( ! ,quality ,h\s+ & ,"w ,responsibility ,act ( #aiih 7#db ,u4,s4,c4 #acffa7;a71 7b71& 7c771 & regulatory provisions relat$ to ! v]ification ( eligibility1 eligibility requirem5ts1 & ! admissions process2 7,c7 section #h7o777#g77;,a7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7o77#g77;,a77 & regulatory provisions relat$ to ! initial lease t]m2 7,d7 section #h7r77,b77i7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7r77,b77i77 & regulatory provisions relat$ to portability moves by non-resid5t applicants2 & 7,e7 regulatory provisions relat$ to ! e/abli%m5t ( paym5t /&>ds4 7c7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjaj4 ,project-bas$ r5tal assi/ance 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #hhj1jjj1jjj = ! project-bas$ r5tal assi/ance program1 z au?oriz$ "u section #h7;b7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7b771 79 ?is section ref]r$ to z ! 8,act071 subject to ! t]ms & conditions ( subsection 7b7 ( ?is section2 7#b7 #bj1jjj1jjj = provid+ te*nical assi/ance to recipi5ts ( or applicants = project-bas$ r5tal assi/ance or to ,/ates allocat+ ! project-bas$ r5tal assi/ance2 & 7#c7 #ajj1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! section #h project-bas$ r5tal assi/ance program g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,t]ms & conditions 7#a7 ,au?ority ,not)/&+ section #h7;a7 ! ,act 7#db ,u4,s4,c4 #adcg;f7a771 ! ,secret>y may use am\nts made available "u ?is section to provide assi/ance paym5ts ) respect to newly con/ruct$ h\s+1 exi/+ h\s+1 or sub/antially rehabilitat$ non-h\s+ /ructures = use z new multifamily h\s+ 9 accordance ) ?is section & ! provisions ( section #h ( ! ,act4 ,9 addition1 ! ,secret>y may use am\nts made available "u ?is section = p]=mance-bas$ contract adm9i/rators = section #h project-bas$ assi/ance1 = c>ry+ out ?is section & section #h ( ! ,act4 7#b7 ,project-bas$ r5tal assi/ance ,! ,secret>y may make assi/ance paym5ts us+ am\nts made available "u ?is section pursuant to contracts ) own]s or prospective own]s :o agree to con/ruct h\s+1 to sub/antially rehabilitate exi/+ h\s+1 to sub/antially rehabilitate non-h\s+ /ructures = use z new multifamily h\s+1 or to atta* ! assi/ance to newly con/ruct$ h\s+ 9 :i* "s or all ( ! units %all be available = occupancy by v l[-income families 9 accordance ) ! provisions ( section #h ( ! ,act4 ,9 aw>d+ contracts pursuant to ?is section1 ! ,secret>y %all give priority to own]s or prospective own]s ( multifamily h\s+ projects locat$ or to be locat$ 9 areas ( high opportunity1 z def9$ by ! ,secret>y1 9 areas exp]i5c+ economic gr[? or ris+ h\s+ prices to prev5t displacem5t or secure af=dable h\s+ = l[-income h\seholds1 or t s]ve p at risk ( homelessness or t integrate additional units t are accessible = p]sons ) mobility impairm5ts & p]sons ) he>+ or visual impairm5ts beyond ^? requir$ by applicable ,f$]al accessibility /&>ds4 7#c7 ,allocation ,! ,secret>y %all make aw>ds ) am\nts made available "u ?is section us+ ! foll[+ me*anisms1 alone or 9 comb9ation3 7,a7 ,a competitive process1 :i* ! ,secret>y may c>ry out 9 multiple r\nds ( competition1 ea* ( :i* may h its own selection1 p]=mance1 & report+ crit]ia z e/abli%$ by ! ,secret>y4 7,b7 ,select+ proposals submitt$ ?r\gh ,,fha loan applications t meet specifi$ crit]ia4 7,c7 ,delegat+ to ,/ates ! aw>d+ ( contracts1 includ+ relat$ det]m9ations su* z ! maximum mon?ly r5t1 subject to ! requirem5ts ( section #h ( ! ,act1 z det]m9$ by ! ,secret>y4 7#d7 ,contract t]m1 r5t sett+1 & r5t adju/m5ts ,! ,secret>y may set ! t]ms ( ! contract1 includ+ ! duration & provisions reg>d+ r5t sett+ & r5t adju/m5ts4 7c7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( subsection 7c7 or 7bb7 ( section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7c71 #adcg;f7bb77 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7d7 ,implem5tation ,! ,secret>y %all h ! au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjaa4 ,inve/m5ts 9 ,native ,am]ican ,communities 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #bgg1ejj1jjj = =mula grants = eligible af=dable h\s+ activities describ$ 9 section #bjb ( ! ,native ,am]ican ,h\s+ ,assi/ance & ,self-,det]m9ation ,act ( #aiif 79 ?is section ref]r$ to z ,,nahasda7 7#be ,u4,s4,c4 #dacb71 :i* %all be di/ribut$ accord+ to ! mo/ rec5t fiscal ye> fund+ =mula = ! ,indian ,h\s+ ,block ,grant2 7#b7 #bjj1jjj1jjj =-- 7,a7 af=dable h\s+ activities au?oriz$ "u section #haj7;a7 ( ,,nahasda 7#be ,u4,s4,c4 #dbbi72 7,b7 community-wide infra/ructure & infra/ructure improvem5t projects c>ri$ out on ,hawaiian ,home ,l&s pursuant to section #haj7;b77#e7 ( ,,nahasda 7#be ,u4,s4,c4 #dbbi7;b77#e772 & 7,c7 r5tal assi/ance to ,native ,hawaiians 7z def9$ 9 section #hja ( ,,nahasda 7#be ,u4,s4,c4 #dbba77 on & (f ,hawaiian ,home ,l&s2 7#c7 #bgg1ejj1jjj = competitive grants = eligible af=dable h\s+ activities describ$ 9 section #bjb ( ,,nahasda 7#be ,u4,s4,c4 #dacb72 7#d7 #bjj1jjj1jjj =-- 7,a7 competitive s+le-purpose ,indian community developm5t block grants = ,indian tribes2 & 7,b7 imm95t ?reat ,indian community developm5t block grants1 includ+ = long-t]m environm5tal ?reats & relocation1 = ,indian tribes1 or a tribal organization1 gov]nm5tal entity1 or nonpr(it organization designat$ by ! ,indian tribe to apply = a grant on its behalf2 7#e7 #be1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ,indian & ,native ,hawaiian programs adm9i/]$ by ! ,secret>y1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 & 7#f7 #bj1jjj1jjj to make new aw>ds or increase prior aw>ds to te*nical assi/ance provid]s to provide an imm$iate increase 9 capacity build+ & te*nical assi/ance to grantees4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,reallocation ,am\nts made available "u subsection 7a77#a7 t are n accept$ )9 a "t specifi$ by ! ,secret>y1 are volunt>ily return$1 or are o!rwise recaptur$ = any reason %all be us$ to fund grants "u p>agraph 7#c7 or 7#d7 ( subsection 7a74 7c7 ,undisburs$ funds ,am\nts provid$ "u ?is ,act t rema9 undisburs$ may n be us$ z a basis to r$uce any grant allocation "u section #cjb ( ,,nahasda 7#be ,u4,s4,c4 #daeb7 to an ,indian tribe 9 any fiscal ye>4 7d7 ,prohibition on inve/m5ts ,am\nts made available "u ?is section may n be inve/$ 9 inve/m5t securities & o!r obligations4 7e7 ,waiv]s ,) respect to am\nts made available "u ?is section1 ! ,secret>y may1 ^u a f9d+ t a waiv] or alt]native requirem5t is necess>y to facilitate ! use ( su* am\nts1 waive or specify alt]native requirem5ts = any ,indian h\s+ block grants1 ,native ,hawaiian h\s+ block grants1 or ,indian community developm5t block grants issu$ pursuant to ?is section1 o!r ?an requirem5ts relat$ to fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t4 7f7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjab4 ,increas$ af=dable h\s+ program inve/m5t ,not)/&+ subsection 7j77#e77;,c7 ( section #aj ( ! ,f$]al ,home ,loan ,bank ,act 7#ab ,u4,s4,c4 #adcj71 9 #bjbb & e ye> !reaft] until #bjbg1 ea* ,f$]al ,home ,loan ,bank %all annually contribute #ae p]c5t ( ! prec$+ ye>'s net income ( ! ,f$]al ,home ,bank1 or su* prorat$ sums z may be requir$ to assure t ! aggregate contribution ( ! ,f$]al ,home ,loan ,banks %all n be less ?an #ajj1jjj1jjj = ea* su* ye>1 to support grants or subsidiz$ advances ?r\gh ! ,af=dable ,h\s+ ,programs e/abli%$ & c>ri$ out "u subp>agraphs 7j77#a71 7#b71 7#c77;,a71 7#c77;,c71 & 7#d7 ?r\gh 7#ac7 ( section #aj ( su* ,act4 ,b #ba/ ,c5tury ,su/a9able & ,equitable ,communities #djaja4 ,community developm5t block grant fund+ = af=dable h\s+ & infra/ructure 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #a1gce1jjj1jjj = grants 9 accordance ) sections #aja1 #ajb1 #ajc1 #ajd7;a7 ?r\gh #ajd7;i71 #ajd7l71 #ajd7m71 #aje7;a7 ?r\gh #aje7;g71 #ajf7;a77#b71 #ajf7;a77#d71 #ajf7;b7 ?r\gh #ajf7;f71 #aji1 #aaj1 #aaa1 #aac1 #aae1 #aaf1 #abj1 & #abb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja1 #ecjb1 #ecjc1 #ecjd7;a7-7i71 #ecjd7l71 #ecjd7m71 #ecje7;a7-7g71 #ecjf7;a77#b71 #ecjf7;a77#d71 #ecjf7;b7-7f71 #ecji1 #ecaj1 #ecaa1 #ecac1 #ecae1 #ecaf1 #ecai1 & #ecba7 to grantees "u subsections 7a77#b7 & 7#d7 & 7d7 ( section #ajf ( su* ,act 7#db ,u4,s4,c4#ecjf7;a77#b71 7a77#d71 & 7d771 subject to subsection 7b7 ( ?is section1 except t = purposes ( am\nts made available by ?is p>agraph1 p>agraph 7#b7 ( su* section #ajf7;a7 %all be appli$ by sub/itut+ #gj1jjj1jjj = #g1jjj1jjj2 7#b7 #gjj1jjj1jjj = grants 9 accordance ) sections #aja1 #ajb1 #ajc1 #ajd7;a7 ?r\gh #ajd7;i71 #ajd7l71 #ajd7m71 #aje7;a7 ?r\gh #aje7;g71 #ajf7;a77#b71 #ajf7;a77#d71 #ajf7;b7 ?r\gh #ajf7;f71 #aji1 #aaj1 #aaa1 #aac1 #aae1 #aaf1 #abj1 & #abb ( title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja1 #ecjb1 #ecjc1 #ecjd7;a7-7i71 #ecjd7l71 #ecjd7m71 #ecje7;a7-7g71 #ecjf7;a77#b71 #ecjf7;a77#d71 #ecjf7;b7-7f71 #ecji1 #ecaj1 #ecaa1 #ecac1 #ecae1 #ecaf1 #ecai1 & #ecba7 to community developm5t block grant grantees1 z det]m9$ by ! ,secret>y1 "u subsections 7a77#d7 & 7b7 ?r\gh 7f7 ( section #ajf ( su* ,act 7#ecjf7;a77#d7 & #ecjf7;b7-7f771 only = colonias1 to address ! community & h\s+ infra/ructure ne$s ( exi/+ colonia resid5ts bas$ on a =mula t takes into acc\nt p]sons 9 pov]ty 9 ! colonia areas1 except t grantees may use funds 9 colonias outside ( ! #aej-mile bord] area ^u approval ( ! ,secret>y2 7#c7 #ejj1jjj1jjj = grants 9 accordance ) sections #aja1 #ajb1 #ajc1 #ajd7;a7 ?r\gh #ajd7;i71 #ajd7l71 #ajd7m71 #aje7;a7 ?r\gh #aje7;g71 #ajf7;a77#b71 #ajf7;a77#d71 #ajf7;b7 ?r\gh #ajf7;f71 #aji1 #aaj1 #aaa1 #aac1 #aae1 #aaf1 #abj1 & #abb ( title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja1 #ecjb1 #ecjc1 #ecjd7;a7-7i71 #ecjd7l71 #ecjd7m71 #ecje7;a7-7g71 #ecjf7;a77#b71 #ecjf7;a77#d71 #ecjf7;b7-7f71 #ecji1 #ecaj1 #ecaa1 #ecac1 #ecae1 #ecaf1 #ecai1 & #ecba71 to eligible recipi5ts "u subsection 7c7 ( ?is section = manufactur$ h\s+ infra/ructure improvem5ts 9 eligible manufactur$ home communities2 7#d7 #hg1ejj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 ! ,community ,developm5t ,block ,grant program1 & ! manufactur$ home con/ruction & safety /&>ds program g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 & 7#e7 #bg1ejj1jjj = provid+ te*nical assi/ance to recipi5ts ( or applicants = grants "u ?is section4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,h\s+ con/ruction ,exp5ditures on new con/ruction ( h\s+ %all be an eligible exp5se = a recipi5t ( funds made available "u ?is section t is n a recipi5t ( funds "u section #djjjb ( ?is title4 7c7 ,manufactur$ h\s+ community improvem5t grant program 7#a7 ,e/abli%m5t ,! ,secret>y ( ,h\s+ & ,urban ,developm5t %all c>ry out a competitive grant program to aw>d funds appropriat$ "u subsection 7a77#c7 to eligible recipi5ts to c>ry out eligible projects = improvem5ts 9 eligible manufactur$ home communities4 7#b7 ,eligible projects ,am\nts f grants "u ?is subsection %all be us$ to assi/ 9 c>ry+ out a project = con/ruction1 recon/ruction1 repair1 or cle>ance ( h\s+1 facilities & improvem5ts 9 or s]v+ a manufactur$ h\s+ community t is necess>y to protect ! heal? & safety ( ! resid5ts ( ! manufactur$ h\s+ community & ! long-t]m su/a9ability ( ! community4 7d7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd specifi$ 9 subsection 7a77#a71 7a77#b71 or 7a77#c71 or regulation t ! ,secret>y adm9i/]s 9 connection ) use ( am\nts made available "u ?is section o!r ?an requirem5ts relat$ to fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is n inconsi/5t ) ! ov]all purposes ( su* ,act & t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7e7 ,def9itions ,= purposes ( ?is section1 ! foll[+ def9itions %all apply3 7#a7 ,colonia area ,! t]m colonia area means any c5sus tract t-- 7,a7 is an area ( ! ,unit$ ,/ates )9 #aej miles ( ! contigu\s bord] betwe5 ! ,unit$ ,/ates & ,mexico1 except z o!rwise det]m9$ by ! ,secret>y2 & 7,b7 lacks potable wat] supply1 adequate sewage sy/ems1 or dec5t1 safe1 sanit>y h\s+1 or o!r objective crit]ia z approv$ by ! ,secret>y4 7#b7 ,eligible manufactur$ home community ,! t]m eligible manufactur$ home community means a community t-- 7,a7 is af=dable to l[- & mod]ate-income p]sons 7z su* t]m is def9$ 9 section #ajb7;a7 ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjb7;a7772 & 7,b7 7i7 is own$ by ! resid5ts ( ! manufactur$ h\s+ community ?r\gh a resid5t-controll$ entity1 z def9$ by ! ,secret>y1 9 :i* at lea/ two-?irds ( resid5ts are memb]-own]s ( ! l&-own+ entity2 or 7ii7 w be ma9ta9$ z su* a community1 & rema9 af=dable = l[- & mod]ate-income families1 to ! maximum ext5t practicable & = ! longe/ p]iod feasible4 7#c7 ,eligible recipi5t ,! t]m eligible recipi5t means a p>tn]%ip (-- 7,a7 a grantee "u p>agraph 7#b7 or 7#d7 ( section #ajf7;a7 or section #ajf7;d7 ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjf7;a77#b71 7a77#d71 & 7d772 & 7,b7 an eligible manufactur$ home community1 a nonpr(it entity1 or a consortia ( nonpr(it entities work+ ) an eligible manufactur$ home community4 7#d7 ,manufactur$ home community ,! t]m manufactur$ home community means any community1 c\rt1 or p>k equipp$ to accommodate manufactur$ homes = :i* pad sites1 ) or )\t exi/+ manufactur$ homes or o!r all[$ homes1 or o!r suitable sites1 are us$ prim>ily = resid5tial purposes1 ) any additional requirem5ts z det]m9$ by ! ,secret>y1 includ+ any manufactur$ h\s+ community z su* t]m is us$ = purposes ( ! program ( ! ,f$]al ,national ,mortgage ,association = multifamily loans = manufactur$ h\s+ communities & ! program ( ! ,f$]al ,home ,loan ,mortgage ,corporation = loans = manufactur$ h\s+ communities4 7f7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djajb4 ,lead-bas$ pa9t haz>d control & h\s+-relat$ heal? & safety haz>d mitigation 9 h\s+ ( families ) l[] incomes 7a7 ,appropriation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #c1dbe1jjj1jjj = grants to ,/ates1 units ( g5]al local gov]nm5t1 ,indian tribes or _! tribally designat$ h\s+ entities1 & nonpr(it organizations = ! activities "u subsection 7c7 9 t>get h\s+ units t d n receive ,f$]al h\s+ assi/ance o!r ?an assi/ance provid$ "u subsection #h7o7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7o771 exclud+ p>agraph 7o77#ac7 ( su* section1 & common areas s]vic+ su* units1 :]e l[-income families reside or are expect$ to reside2 7#b7 #bej1jjj1jjj = grants to ,/ates or units ( g5]al local gov]nm5t or nonpr(it entities = ! activities 9 subsection 7c7 9 t>get h\s+ units1 & common areas s]vic+ su* units1 t are be+ assi/$ "u ! ,wea!rization ,assi/ance ,program au?oriz$ "u "p ,a ( title ,,iv ( ! ,en]gy ,cons]vation & ,production ,act 7#db ,u4,s4,c4 #fhfa-fhgb7 b are n assi/$ "u any o!r ,f$]al h\s+ program o!r ?an subsection #h7o7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7o771 exclud+ p>agraph #h7o77#ac7 ( su* section2 7#c7 #a1jjj1jjj1jjj = grants to own]s ( a prop]ty receiv+ project-bas$ r5tal assi/ance "u section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f71 includ+ "u subsection 7o77#ac7 ( su* section1 t meets ! def9ition ( t>get h\s+ & t has n receiv$ a grant = simil> purposes "u ?is ,act1 = ! activities 9 subsection 7c71 except = abatem5t ( lead-bas$ pa9t by enclosure or encapsulation1 or int]im controls ( lead-bas$ pa9t haz>ds 9 t>get h\s+ units receiv+ su* assi/ance & common areas s]vic+ su* units2 7#d7 #ge1jjj1jjj = co/s relat$ to tra9+ & te*nical assi/ance to support id5tification & mitigation ( lead & h\s+-relat$ heal? & safety haz>ds1 rese>*1 & evaluation2 & 7#e7 #bej1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 & ! ,secret>y's lead haz>d r$uction & relat$ programs g5]ally includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,t]ms & conditions 7#a7 ,income eligibility det]m9ations ,! ,secret>y may make income det]m9ations ( eligibility = enrollm5t ( h\s+ units = assi/ance "u ?is section t are consi/5t ) eligibility requirem5ts = grants aw>d$ "u o!r ,f$]al means-te/$ programs1 provid$ su* det]m9ation does n require additional action by o!r ,f$]al ag5cies4 7#b7 ,h\s+ families ) "y *ildr5 ,an own] ( r5tal prop]ty t receives assi/ance "u subsection 7a77#c7 %all give priority 9 r5t+ units = :i* ! lead-bas$ pa9t has be5 abat$ pursuant to subsection 7a77#c71 = n less ?an #c ye>s foll[+ ! completion ( lead abatem5t activities1 to families ) a *ild "u ! age ( #f ye>s4 7#c7 ,adm9i/rative exp5ses ,a recipi5t ( a grant "u ?is section may use up to #aj p]c5t ( ! grant = adm9i/rative exp5ses associat$ ) ! activities fund$ by ?is section4 7c7 ,eligible activities ,grants aw>d$ "u ?is section %all be us$ = purposes ( build+ capacity & conduct+ activities relat+ to te/+1 evaluat+1 & mitigat+ lead-bas$ pa9t1 lead-bas$ pa9t haz>ds1 & h\s+-relat$ heal? & safety haz>ds2 outrea*1 education1 & engagem5t ) community /akehold]s1 includ+ /akehold]s 9 disadvantag$ communities2 program evaluation & rese>*2 grant adm9i/ration1 & o!r activities t directly or indirectly support ! "w "u ?is section1 z applicable1 t )\t :i* su* activities c\ld n be conduct$4 7d7 ,def9itions ,= purposes ( ?is section1 ! foll[+ def9itions1 & def9itions 9 p>agraphs 7#a71 7#b71 7#c71 7#e71 7#f71 7#g71 7#aj7 ?r\gh 7#ag71 & 7#bj7 ?r\gh 7#bg7 ( section #ajjd ( ! ,resid5tial ,lead-,bas$ ,pa9t ,haz>d ,r$uction ,act ( #aiib 7#db ,u4,s4,c4 #dhea;b7#a7-7c71 #db ,u4,s4,c4 #dhea;b7#e7-7g71 #db ,u4,s4,c4 #dhea;b7#aj7-7ag74 #db ,u4,s4,c4 #dhea;b7#bj7-7bg71 %all apply3 7#a7 ,nonpr(it2 nonpr(it organization ,! t]ms nonpr(it & nonpr(it organization mean a corporation1 community *e/1 fund1 or f\ndation n organiz$ = pr(it1 b organiz$ & op]at$ exclusively = religi\s1 *>itable1 sci5tific1 te/+ = public safety1 lit]>y1 or educational purposes2 or an organization n organiz$ = pr(it b op]at$ exclusively = ! promotion ( social welf>e4 7#b7 ,public h\s+2 public h\s+ ag5cy2 l[-income family ,! t]ms public h\s+1 public h\s+ ag5cy1 & l[-income family h ! same mean+ giv5 su* t]ms 9 section #c7;b7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;a7b774 7#c7 ,/ate2 unit ( g5]al local gov]nm5t ,! t]ms ,/ate & unit ( g5]al local gov]nm5t h ! same mean+ giv5 su* t]ms 9 section #ajb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjb74 7e7 ,grant compliance ,= any grant ( assi/ance "u ?is section1 a ,/ate or unit ( g5]al local gov]nm5t may assume responsibilities = elem5ts ( grant compliance1 reg>dless ( :e!r x is ! grant recipi5t1 if ! ,/ate or unit ( g5]al local gov]nm5t is p]mitt$ to assume responsibility = ! applicable elem5t ( grant compliance = grants = :i* x is ! recipi5t "u section #ajaa ( ! ,resid5tial ,lead-,bas$ ,pa9t ,haz>d ,r$uction ,act ( #aiib 7#db ,u4,s4,c4 #dheb74 7f7 ,implem5tation ,! ,secret>y %all h ! au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djajc4 ,unlock+ possibilities program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #a1fdf1jjj1jjj = aw>d+ grants "u section #aja1 #ajb1 #ajc1 #ajd7;a7 ?r\gh #ajd7;i71 #ajd7l71 #ajd7m71 #aje7;a7 ?r\gh #aje7;g71 #ajf7;a77#b71 #ajf7;a77#d71 #ajf7;b7 ?r\gh #ajf7;f71 #aji1 #aaj1 #aaa1 #aac1 #aae1 #aaf1 #abj1 & #abb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja1 #ecjb1 #ecjc1 #ecjd7;a7-7i71 #ecjd7l71 #ecjd7m71 #ecje7;a7-7g71 #ecjf7;a77#b71 #ecjf7;a77#d71 #ecjf7;b7-7f71 #ecji1 #ecaj1 #ecaa1 #ecac1 #ecae1 #ecaf1 #ecai1 & #ecba7 aw>d$ on a competitive basis to eligible recipi5ts to c>ry out grants "u subsection 7c7 ( ?is section2 7#b7 #h1jjj1jjj = rese>* & evaluation relat$ to h\s+ plann+ & o!r associat$ co/s2 7#c7 #cj1jjj1jjj to provide te*nical assi/ance to grantees or applicants = grants made available by ?is section2 & 7#d7 #ff1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & community & economic developm5t programs ov]se5 by ! ,secret>y g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,program e/abli%m5t ,! ,secret>y ( ,h\s+ & ,urban ,developm5t %all e/abli% a competitive grant program =-- 7#a7 plann+ grants to develop & evaluate h\s+ plans & sub/antially improve h\s+ /rategies2 7#b7 /reaml9+ regulatory requirem5ts & %ort5 processes1 re=m zon+ codes1 increas+ capacity to conduct h\s+ inspections1 or o!r initiatives t r$uce b>ri]s to h\s+ supply ela/icity & af=dability2 7#c7 develop+ & evaluat+ local or regional plans = community developm5t to sub/antially improve community developm5t /rategies relat$ to su/a9ability1 fair h\s+1 & location effici5cy2 7#d7 implem5tation & livable community inve/m5t grants2 & 7#e7 rese>* & evaluation4 7c7 ,grants 7#a7 ,plann+ grants ,! ,secret>y %all1 "u selection crit]ia det]m9$ by ! ,secret>y1 aw>d grants "u ?is p>agraph on a competitive basis to eligible entities to assi/ plann+ activities1 includ+ adm9i/ration ( su* activities1 engagem5t ) community /akehold]s & h\s+ practition]s1 to-- 7,a7 develop h\s+ plans2 7,b7 sub/antially improve ,/ate or local h\s+ /rategies2 7,c7 develop new regulatory requirem5ts & processes1 re=m zon+ codes1 increas+ capacity to conduct h\s+ inspections1 or und]take o!r initiatives to r$uce b>ri]s to h\s+ supply ela/icity & af=dability2 7,d7 develop local or regional plans = community developm5t2 & 7,e7 sub/antially improve community developm5t /rategies1 includ+ /rategies to increase availability & access to af=dable h\s+1 to fur!r access to public transportation or to advance o!r su/a9able or location-effici5t community developm5t goals4 7#b7 ,implem5tation & livable community inve/m5t grants ,! ,secret>y %all aw>d implem5tation grants "u ?is p>agraph on a competitive basis to eligible entities = ! purpose ( implem5t+ & adm9i/]+-- 7,a7 complet$ h\s+ /rategies & h\s+ plans & any plann+ to affirmatively fur!r fair h\s+ )9 ! mean+ ( subsections 7d7 & 7e7 ( section #hjh ( ! ,fair ,h\s+ ,act 7#db ,u4,s4,c4 #fjh7 & applicable regulations & = community inve/m5ts t support ! goals id5tifi$ 9 su* h\s+ /rategies or h\s+ plans2 7,b7 new regulatory requirem5ts & processes1 re=m$ zon+ codes1 increas$ capacity to conduct h\s+ inspections1 or o!r initiatives to r$uce b>ri]s to h\s+ supply ela/icity & af=dability t are consi/5t ) a plan "u subp>agraph 7,a72 7,c7 complet$ local or regional plans = community developm5t & any plann+ to increase availability & access to af=dable h\s+1 access to public transportation & o!r su/a9able or location-effici5t community developm5t goals4 7d7 ,coord9ation ) ,,fta ,adm9i/rator ,to ! ext5t practicable1 ! ,secret>y %all coord9ate ) ! ,f$]al ,transit ,adm9i/rator 9 c>ry+ out ?is section4 7e7 ,def9itions ,= purposes ( ?is section1 ! foll[+ def9itions apply3 7#a7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a ,/ate1 insul> area1 metropolitan city1 or urban c\nty1 z su* t]ms are def9$ 9 section #ajb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjb72 or 7,b7 = purposes ( grants "u subsection 7b77#a71 a regional plann+ ag5cy or consortia4 7#b7 ,h\s+ plan2 h\s+ /rategy 7,a7 ,h\s+ plan ,! t]m h\s+ plan means a plan ( an eligible entity to1 ) respect to ! area )9 ! jurisdiction ( ! eligible entity-- 7i7 mat* ! creation ( h\s+ supply to exi/+ dem& & project$ dem& gr[? 9 ! area1 ) att5tion to prev5t+ displacem5t ( resid5ts1 r$uc+ ! conc5tration ( pov]ty1 & mean+fully r$uc+ & n p]petuat+ h\s+ segregation on ! basis ( race1 color1 religion1 natural orig91 sex1 disability1 or familial /atus2 7ii7 increase ! af=dability ( h\s+ 9 ! area1 increase ! accessibility ( h\s+ 9 ! area = p ) disabilities1 includ+ location-effici5t h\s+1 & pres]ve or improve ! quality ( h\s+ 9 ! area2 7iii7 r$uce b>ri]s to h\s+ developm5t 9 ! area1 ) consid]ation = location effici5cy1 af=dability1 & accessibility2 & 7iv7 coord9ate ) ! metropolitan transportation plan ( ! area "u ! jurisdiction ( ! eligible entity1 or o!r regional plan4 7,b7 ,h\s+ /rategy ,! t]m h\s+ /rategy means ! h\s+ /rategy requir$ "u section #aje ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgje74 7f7 ,co/s to grantees ,up to #ae p]c5t ( a recipi5t's grant may be us$ = adm9i/rative co/s4 7g7 ,rules ( con/ruction 7#a7 ,9 g5]al ,except z o!rwise provid$ by ?is section1 am\nts appropriat$ or o!rwise made available "u ?is section %all be subject to ! community developm5t block grant program requirem5ts "u subsection 7a77#a74 7#b7 ,exceptions 7,a7 ,h\s+ ,con/ruction ,exp5ditures on new con/ruction ( h\s+ %all be an eligible exp5se "u ?is section4 7,b7 ,build+s = ,g5]al ,conduct ( ,gov]nm5t ,exp5ditures on build+ = ! g5]al conduct ( gov]nm5t1 o!r ?an ! ,f$]al ,gov]nm5t1 %all be eligible "u ?is section :5 necess>y & appropriate z a "p ( a natural haz>d mitigation project4 7h7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( subsection 7a77#a7 or regulation = ! adm9i/ration ( ! am\nts made available "u ?is section o!r ?an requirem5ts relat$ to fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is n inconsi/5t ) ! ov]all purposes ( su* ,act & t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7i7 ,implem5tation ,! ,secret>y %all h ! au?ority to issue su* regulations notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djajd4 ,/r5g!n+ resili5ce "u national flood insurance program 7a7 ,,nfip program activities 7#a7 ,cancellation ,all indebt$ness ( ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy "u any notes or o!r obligations issu$ pursuant to section #acji7;a7 ( ! ,national ,flood ,insurance ,act ( #aifh 7#db ,u4,s4,c4 #djaf7;a77 & section #ae7;e7 ( ! ,f$]al ,insurance ,act ( #aief 7#db ,u4,s4,c4 #bdad7;e771 & out/&+ z ( ! date ( ! enactm5t ( ?is ,act1 is h]eby cancell$1 ! ,adm9i/rator & ! ,national ,flood ,insurance ,fund are reliev$ ( all liability "u any su* notes or o!r obligations1 includ+ = any int]e/ due1 includ+ capitaliz$ int]e/1 & any o!r fees & *>ges payable 9 connection ) su* notes & obligations4 7#b7 ,use ( sav+s = flood mapp+ ,9 addition to am\nts o!rwise available1 = ea* ( fiscal ye>s #bjbb & #bjbc1 an am\nt equal to ! int]e/ ! ,national ,flood ,insurance ,program w\ld h accru$ f s]vic+ ! cancel$ debt "u p>agraph 7#a7 9 t fiscal ye>1 :i* %all be d]iv$ f (fsett+ am\nts collect$ "u section #acaj7;d7 ( ! ,national ,flood ,insurance ,act ( #aifh 7#db ,u4,s4,c4 #djag7;d77 & %all rema9 available until exp5d$ = activities id5tifi$ 9 section #ajjbaf 7b77#a77;,a7 ( ! ,bigg]t-,wat]s ,flood ,insurance ,re=m ,act ( #bjab 7#db ,u4,s4,c4 #daja;b7b77#a77;,a77 & relat$ sal>ies & adm9i/rative exp5ses4 7b7 ,means-te/$ assi/ance = ,national ,flood ,insurance ,program policyhold]s 7#a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide assi/ance to eligible policyhold]s 9 ! =m ( graduat$ disc\nts = insurance co/s ) respect to cov]$ prop]ties4 7#b7 ,t]ms & conditions 7,a7 ,disc\nts ,! ,adm9i/rator %all use funds provid$ "u ?is subsection to e/abli% graduat$ disc\nts available to eligible policyhold]s "u ?is subsection1 ) respect to cov]$ prop]ties1 :i* may be bas$ on ! foll[+ factors3 7i7 ,! p]c5tage by :i* ! h\sehold income ( ! eligible policyhold] is equal to1 or less ?an1 #abj p]c5t ( ! area m$ian income = ! area 9 :i* ! prop]ty to :i* ! policy applies is locat$4 7ii7 ,! numb] ( eligible policyhold]s p>ticipat+ 9 ! program au?oriz$ "u ?is subsection4 7iii7 ,! availability ( fund+4 7,b7 ,di/ribution ( premium ,) respect to ! am\nt ( ! disc\nts provid$ "u ?is subsection 9 a fiscal ye>1 & any adm9i/rative exp5ses incurr$ 9 c>ry+ out ?is subsection = t fiscal ye>1 ! ,adm9i/rator %all1 f am\nts made available to c>ry out ?is subsection = t fiscal ye>1 deposit 9 ! ,national ,flood ,insurance ,fund e/abli%$ "u section #acaj ( ! ,national ,flood ,insurance ,act ( #aifh 7#db ,u4,s4,c4 #djag7 an am\nt equal to ^? disc\nts & adm9i/rative exp5ses1 except to ! ext5t t section #acaj;,a ( ! ,national ,flood ,insurance ,act ( #aifh 7#db ,u4,s4,c4 #djag;a7 applies to any portion ( ^? disc\nts or adm9i/rative exp5ses1 9 :i* case ! ,adm9i/rator %all deposit an am\nt equal to ^? am\nts to :i* su* section #acaj;,a applies 9 ! ,national ,flood ,insurance ,res]ve ,fund e/abli%$ "u su* section #acaj;,a4 7,c7 ,requirem5t on tim+ ,n lat] ?an #ba mon?s aft] ! date ( ! enactm5t ( ?is section1 ! ,adm9i/rator %all issue int]im guidance to implem5t ?is subsection :i* %all expire on ! lat] (-- 7i7 ! date t is #fj mon?s aft] ! date ( ! enactm5t ( ?is section2 or 7ii7 ! date on :i* a f9al rule issu$ to implem5t ?is subsection takes effect4 7#c7 ,def9itions ,9 ?is subsection3 7,a7 ,adm9i/rator ,! t]m ,adm9i/rator means ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy4 7,b7 ,cov]$ prop]ty ,! t]m cov]$ prop]ty means-- 7i7 a prim>y resid5tial dwell+ design$ = ! occupancy ( f #a to #d families2 or 7ii7 p]sonal prop]ty relat+ to a dwell+ describ$ 9 clause 7i7 or p]sonal prop]ty 9 ! prim>y resid5tial dwell+ ( a r5t]4 7,c7 ,eligible policyhold] ,! t]m eligible policyhold] means a policyhold] ) a h\sehold income t is n m ?an #abj p]c5t ( ! area m$ian income = ! area 9 :i* ! prop]ty to :i* ! policy applies is locat$4 7,d7 ,insurance co/s ,! t]m insurance co/s means insurance premiums1 fees1 & sur*>ges *>g$ "u ! ,national ,flood ,insurance ,program1 ) respect to a cov]$ prop]ty = a ye>4 #djaje4 ,community ,re/oration & ,revitalization ,fund 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,community ,re/oration & ,revitalization ,fund e/abli%$ "u subsection 7b7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #b1jjj1jjj1jjj = aw>ds ( plann+ & implem5tation grants "u section #aja1 #ajb1 #ajc1 #ajd7;a7 ?r\gh #ajd7;i71 #ajd7l71 #ajd7m71 #aje7;a7 ?r\gh #aje7;g71 #ajf7;a77#b71 #ajf7;a77#d71 #ajf7;b7 ?r\gh #ajf7;f71 #aji1 #aaj1 #aaa1 #aac1 #aae1 #aaf1 #abj1 & #abb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja1 #ecjb1 #ecjc1 #ecjd7;a7-7i71 #ecjd7l71 #ecjd7m71 #ecje7;a7-7g71 #ecjf7;a77#b71 #ecjf7;a77#d71 #ecjf7;b7-7f71 #ecji1 #ecaj1 #ecaa1 #ecac1 #ecae1 #ecaf1 #ecai1 & #ecba71 aw>d$ on a competitive basis to eligible recipi5ts1 z def9$ "u subsection 7c77#b7 ( ?is section1 to c>ry out community-l$ projects to create equitable civic infra/ructure & create or pres]ve af=dable1 accessible h\s+1 includ+ creat+1 exp&+1 & ma9ta9+ community l& tru/s & %>$ equity home[n]%ip programs2 7#b7 #ejj1jjj1jjj = plann+ & implem5tation grants "u section #aja1 #ajb1 #ajc1 #ajd7;a7 ?r\gh #ajd7;i71 #ajd7l71 #ajd7m71 #aje7;a7 ?r\gh #aje7;g71 #ajf7;a77#b71 #ajf7;a77#d71 #ajf7;b7 ?r\gh #ajf7;f71 #aji1 #aaj1 #aaa1 #aac1 #aae1 #aaf1 #abj1 & #abb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja1 #ecjb1 #ecjc1 #ecjd7;a7-7i71 #ecjd7l71 #ecjd7m71 #ecje7;a7-7g71 #ecjf7;a77#b7 #ecjf7;a77#d71 #ecjf7;b7-7f71 #ecji1 #ecaj1 #ecaa1 #ecac1 #ecae1 #ecaf1 #ecai1 & #ecba71 aw>d$ on a competitive basis to eligible recipi5ts to create1 exp&1 & ma9ta9 community l& tru/s & %>$ equity home[n]%ip1 includ+ ?r\gh ! acquisition1 rehabilitation1 & new con/ruction ( af=dable1 accessible h\s+2 7#c7 #djj1jjj1jjj = ! ,secret>y to provide te*nical assi/ance1 capacity build+1 & program support to applicants1 pot5tial applicants1 & recipi5ts ( am\nts appropriat$ = grants "u ?is section2 & 7#d7 #ajj1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & community & economic developm5t programs ov]se5 by ! ,secret>y g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 7b7 ,e/abli%m5t ( ,fund ,! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 %all e/abli% a ,community ,re/oration & ,revitalization ,fund 79 ?is section ref]r$ to z ! ,fund7 to aw>d plann+ & implem5tation grants on a competitive basis to eligible recipi5ts z def9$ 9 ?is section = activities au?oriz$ "u subsections 7a7 ?r\gh 7g7 ( section #aje ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecje7 & "u ?is section = community-l$ af=dable h\s+ & civic infra/ructure projects4 7c7 ,eligible geographical areas1 recipi5ts1 & applicants 7#a7 ,geographical areas ,! ,secret>y %all aw>d grants f ! ,fund to eligible recipi5ts )9 geographical areas at ! neighborhood1 c\nty1 or c5sus tract level1 includ+ c5sus tracts adjac5t to ! project area t are areas 9 ne$ ( inve/m5t1 z demon/rat$ by two or m ( ! foll[+ factors3 7,a7 ,high & p]si/5t rates ( pov]ty4 7,b7 ,population at risk ( displacem5t due to ris+ h\s+ co/s4 7,c7 ,dwell+ unit sales prices t are l[] ?an ! co/ to acquire & rehabilitate1 or build1 a new dwell+ unit4 7,d7 ,high proportions ( resid5tial & comm]cial prop]ties t are vacant due to =eclosure1 eviction1 ab&onm5t1 or o!r causes4 7,e7 ,l[ rates ( home[n]%ip by race & e?nicity1 relative to ! national home[n]%ip rate4 7#b7 ,eligible recipi5t ,an eligible recipi5t ( a plann+ or implem5tation grant "u subsection 7a77#a7 or an implem5tation grant "u subsection 7a77#b7 %all be a local p>tn]%ip ( a lead applicant & "o or m jo9t applicants ) ! ability to adm9i/] ! grant4 ,an eligible recipi5t ( a plann+ grant "u subsection 7b77#a7 %all be a lead applicant ) ! ability to adm9i/] ! grant1 includ+ a regional1 ,/ate1 or national nonpr(it4 7d7 ,eligible recipi5ts & applicants 7#a7 ,lead applicant ,an eligible lead applicant = a grant aw>d$ "u ?is section %all be an entity t is locat$ )9 or s]ves ! geographic area ( ! project1 or d]ives its mission & op]ational priorities f ! ne$s ( ! geographic area ( ! project1 demon/rates a commitm5t to anti-displacem5t ef=ts1 & t is-- 7,a7 a nonpr(it organization t has exp]tise 9 community plann+1 engagem5t1 organiz+1 h\s+ & community developm5t2 7,b7 a community developm5t corporation2 7,c7 a community h\s+ developm5t organization2 7,d7 a community-bas$ developm5t organization2 or 7,e7 a community developm5t f9ancial in/itution1 z def9$ by section #ajc ( ! ,riegle ,community ,developm5t & ,regulatory ,improvem5t ,act ( #aiid 7#ab ,u4,s4,c4 #dgjb74 7#b7 ,jo9t applicants ,a jo9t applicant %all be an entity eligible to be a lead applicant 9 p>agraph 7#a71 or a local1 regional1 or national-- 7,a7 nonpr(it organization2 7,b7 community developm5t f9ancial in/itution2 7,c7 unit ( g5]al local gov]nm5t2 7,d7 ,indian tribe2 7,e7 ,/ate h\s+ f9ance ag5cy2 7,f7 l& bank2 7,g7 fair h\s+ en=cem5t organization 7z su* t]m is def9$ 9 section #efa ( ! ,h\s+ & ,community ,developm5t ,act ( #aihg 7#db ,u4,s4,c4 #cfaf;a772 7,h7 public h\s+ ag5cy2 7,i7 tribally designat$ h\s+ entity2 or 7,j7 philan?ropic organization4 7#c7 ,lack ( local entity ,a regional1 ,/ate1 or national nonpr(it organization may s]ve z a lead entity if !re is no local entity t meets ! geographic requirem5ts 9 p>agraph 7#a74 7e7 ,uses ( funds 7#a7 ,9 g5]al ,plann+ & implem5tation grants aw>d$ "u ?is section %all be us$ to support civic infra/ructure & h\s+-relat$ activities4 7#b7 ,implem5tation grants ,implem5tation grants aw>d$ "u ?is section may be us$ = activities eligible "u subsections 7a7 ?r\gh 7g7 ( section #aje ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecje7 & o!r activities to support civic infra/ructure & h\s+-relat$ activities1 includ+-- 7,a7 new con/ruction ( h\s+2 7,b7 demolition ( ab&on$ or di/ress$ /ructures1 b only if su* activity is "p ( a /rategy t incorporates rehabilitation or new con/ruction1 anti-displacem5t ef=ts su* z t5ants' "r to return & "r ( fir/ refusal to pur*ase1 & ef=ts to increase af=dable1 accessible h\s+ & home[n]%ip1 except t n m ?an #aj p]c5t ( any grant made "u ?is section may be us$ = activities "u ?is subp>agraph unless ! ,secret>y det]m9es t su* use is to ! b5efit ( exi/+ resid5ts2 7,c7 facilitat+ ! creation1 ma9t5ance1 or availability ( r5tal units1 includ+ units 9 mix$-use prop]ties1 af=dable & accessible to a h\sehold ^: income does n exce$ #hj p]c5t ( ! m$ian income = ! area1 z det]m9$ by ! ,secret>y1 = a p]iod ( n less ?an #cj ye>s2 7,d7 facilitat+ ! creation1 ma9t5ance1 or availability ( home[n]%ip units af=dable & accessible to h\seholds ^: incomes d n exce$ #abj p]c5t ( ! m$ian income = ! area1 z det]m9$ by ! ,secret>y2 7,e7 e/abli%+ or op]at+ l& banks2 & 7,f7 provid+ assi/ance to exi/+ resid5ts exp]i5c+ economic di/ress or at risk ( displacem5t1 includ+ pur*as+ nonp]=m+ mortgages & cle>+ & obta9+ =mal title4 7#c7 ,community ,l& ,tru/ grants & %>$ equity home[n]%ip grants ,an eligible recipi5t ( a community l& tru/ grant aw>d$ = e/abli%+ & op]at+ a community l& tru/ or %>$ equity home[n]%ip program2 creation1 subsidization1 con/ruction1 acquisition1 rehabilitation1 & pres]vation ( h\s+ 9 a community l& tru/ or %>$ equity home[n]%ip program1 & exp&+ ! capacity ( ! recipi5t to c>ry out ! grant4 7f7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( subsection 7a77#a7 or 7a77#b71 or regulation = ! adm9i/ration ( ! am\nts made available "u ?is section o!r ?an requirem5ts relat$ to fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is n inconsi/5t ) ! ov]all purposes ( su* ,act & t ! waiv] or alt]native requirem5t is necess>y to exp$ite or facilitate ! use ( am\nts made available "u ?is section4 7g7 ,def9itions ,= purposes ( ?is section1 ! foll[+ def9itions %all apply3 7#a7 ,community l& tru/ ,! t]m community l& tru/' means a nonpr(it organization or ,/ate or local gov]nm5ts or in/rum5talities t-- 7,a7 use a gr\nd lease or de$ cov5ant ) an af=dability p]iod ( at lea/ #cj ye>s or m to-- 7i7 make r5tal & home[n]%ip units af=dable to h\seholds2 & 7ii7 /ipulate a preemptive option to pur*ase ! af=dable r5tals or home[n]%ip units s t ! af=dability ( ! units is pres]v$ = successive income-eligible h\seholds2 & 7,b7 monitor prop]ties to ensure af=dability is pres]v$4 7#b7 ,l& bank ,! t]m l& bank means a gov]nm5t entity1 ag5cy1 or program1 or a special purpose nonpr(it entity =m$ by "o or m units ( gov]nm5t 9 accordance ) ,/ate or local l& bank enabl+ law1 t has be5 designat$ by "o or m ,/ate or local gov]nm5ts to acquire1 /ew>d1 & dispose ( vacant1 ab&on$1 or o!r problem prop]ties 9 accordance ) locally-det]m9$ priorities & goals4 7#c7 ,%>$ equity home[n]%ip program ,! t]m %>$ equity home[n]%ip program means a program to facilitate af=dable home[n]%ip pres]vation ?r\gh a resale re/riction program adm9i/]$ by a community l& tru/1 o!r nonpr(it organization1 or ,/ate or local gov]nm5t or in/rum5talities & t utilizes a gr\nd lease1 de$ re/riction1 subord9ate loan1 or simil> me*anism t includes provisions ensur+ t ! program %all-- 7,a7 ma9ta9 ! home z af=dable = subsequ5t v l[-1 l[-1 or mod]ate-income families = an af=dability t]m ( at lea/ #cj ye>s aft] recordation2 7,b7 apply a resale =mula t limits ! home[n]'s proce$s ^u resale2 & 7,c7 provide ! program adm9i/rator or su* adm9i/rator's assignee a preemptive option to pur*ase ! home[n]%ip unit f ! home[n] at resale4 7h7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djajf4 ,fair h\s+ activities & inve/igations 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #edj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,fair ,h\s+ ,initiatives ,program "u section #efa ( ! ,h\s+ & ,community ,developm5t ,act ( #aihg 7#db ,u4,s4,c4 #cfaf;a7 to ensure exi/+ & new fair h\s+ organizations h exp&$ & /r5g!n$ capacity to address fair h\s+ inquiries & compla9ts1 conduct local1 regional1 & national te/+ & inve/igations1 conduct education & outrea* activities1 & address co/s ( deliv]+ or adapt+ s]vices to meet increas$ h\s+ m>ket activity & evolv+ bus9ess practices 9 ! h\s+1 h\s+-relat$1 & l5d+ m>kets4 ,am\nts made available "u ?is section %all support great] organizational cont9uity & capacity1 includ+ ?r\gh up to #aj-ye> grants2 & 7#b7 #afj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,fair ,h\s+ ,initiatives & ,fair ,h\s+ ,assi/ance ,programs g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 7b7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djajg4 ,int]gov]nm5tal fair h\s+ activities & inve/igations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #ge1jjj1jjj = support = coop]ative ef=ts ) ,/ate & local ag5cies adm9i/]+ fair h\s+ laws "u section #hag ( ! ,fair ,h\s+ ,act 7#db ,u4,s4,c4 #cfaf7 to assi/ ! ,secret>y to affirmatively fur!r fair h\s+1 & = ,fair ,h\s+ ,assi/ance ,program coop]ative agreem5ts ) int]im c]tifi$ & c]tifi$ ,/ate & local ag5cies1 "u ! requirem5ts ( subp>t ,c ( "p #aae ( title #bd1 ,code ( ,f$]al ,regulations1 to ensure exp&$ & /r5g!n$ capacity ( sub/antially equival5t ag5cies to assume a great] %>e ( ! responsibility = ! adm9i/ration & en=cem5t ( fair h\s+ laws2 & 7#b7 #be1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,fair ,h\s+ ,assi/ance & ,fair ,h\s+ ,initiatives ,programs g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,c ,home[n]%ip ,inve/m5ts #djbja4 ,fir/-,g5]ation ,d[npaym5t ,assi/ance 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,fir/ ,g5]ation ,d[npaym5t ,fund to increase equal access to home[n]%ip1 e/abli%$ "u subsection 7b7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #f1hbe1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,fir/-,g5]ation ,d[npaym5t ,assi/ance ,fund "u ?is section = allocation to ea* ,/ate 9 accordance ) a =mula e/abli%$ by ! ,secret>y1 :i* %all take into consid]ation be/ available data to approximate ! numb] ( pot5tial qualifi$ homebuy]s z def9$ 9 subsection 7e77#g7 z well z m$ian area home prices1 to c>ry out ! eligible uses ( ! ,fund z describ$ 9 subsection 7d72 7#b7 #b1bge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,fir/-,g5]ation ,d[npaym5t ,assi/ance ,program "u ?is section = competitive grants to eligible entities to c>ry out ! eligible uses ( ! ,fund z describ$ 9 subsection 7d72 7#c7 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/s ( provid+ h\s+ c\nsel+ requir$ "u ! ,fir/-,g5]ation ,d[npaym5t ,assi/ance ,program "u subsection 7d77#a72 & 7#d7 #djj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/s to ! ,secret>y ( ,h\s+ & ,urban ,developm5t ( adm9i/]+ & ov]see+ ! implem5tation ( ! ,fir/-,g5]ation ,d[npaym5t ,assi/ance ,program1 includ+ in=mation te*nology1 f9ancial report+1 programmatic report+1 rese>* & evaluations1 :i* %all include ! program's impact on racial & e?nic disp>ities 9 home[n]%ip rates1 te*nical assi/ance to recipi5ts ( am\nts "u ?is section1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is ,act1 & o!r co/s4 7b7 ,e/abli%m5t ,! ,secret>y ( ,h\s+ & ,urban ,developm5t %all e/abli% & manage a fund to be kn[n z ! ,fir/ ,g5]ation ,d[npaym5t ,fund 79 ?is section ref]r$ to z ! ,fund7 = ! uses set =? 9 subsection 7d74 7c7 ,allocation ( ,funds 7#a7 ,initial allocation ,! ,secret>y %all allocate & aw>d fund+ provid$ by subsection 7a7 z provid$ "u su* subsection n lat] ?an #ab mon?s aft] ! date ( ! enactm5t ( ?is section4 7#b7 ,reallocation ,if a ,/ate or eligible entity does n demon/rate ! capacity to exp5d grant funds provid$ "u ?is section1 ! ,secret>y may recapture am\nts rema9+ available to a grantee t has n demon/rat$ ! capacity to exp5d su* funds 9 a mann] t fur!rs ! purposes ( ?is section & %all reallocate su* am\nts among any o!r ,/ates or eligible entities t h demon/rat$ to ! ,secret>y ! capacity to exp5d su* am\nts 9 a mann] t fur!rs ! purposes ( ?is section4 7d7 ,t]ms & conditions ( grants allocat$ or aw>d$ f ,fund 7#a7 ,uses ( funds ,/ates & eligible entities receiv+ grants f ! ,fund %all use su* grants to provide assi/ance to or on behalf ( a qualifi$ homebuy] :o has complet$ a program ( h\s+ c\nsel+ provid$ ?r\gh a h\s+ c\nsel+ ag5cy approv$ by ! ,secret>y or o!r adequate homebuy] education be=e ent]+ into a sales pur*ase agreem5t =-- 7,a7 co/s 9 connection ) ! acquisition1 involv+ an eligible mortgage loan1 ( an eligible home1 includ+ d[npaym5t co/s1 clos+ co/s1 & co/s to r$uce ! rates ( int]e/ on eligible mortgage loans2 7,b7 subsidies to make %>$ equity homes af=dable to eligible homebuy]s2 & 7,c7 pre-occupancy home modifications to accommodate qualifi$ homebuy]s or memb]s ( _! h\sehold ) disabilities2 7#b7 ,am\nt ( assi/ance ,assi/ance "u ?is section-- 7,a7 may be provid$ to or on behalf ( any qualifi$ homebuy]2 7,b7 may be provid$ to or on behalf ( any qualifi$ homebuy] only once 9 ! =m ( grants or =givable1 non-amortiz+1 non-int]e/-be>+ loans t may only be requir$ to be repaid pursuant to p>agraph 7d77#d72 & 7,c7 may n exce$ ! great] ( #bj1jjj or #aj p]c5t ( ! pur*ase price 9 ! case ( a qualifi$ homebuy]1 n to include assi/ance receiv$ "u subsection 7d77#a77;,c7 = disability relat$ home modifications1 except t ! ,secret>y may increase su* maximum limitation am\nts = qualifi$ homebuy]s :o are economically disadvantag$4 7#c7 ,prohibition ( priority or rec\pm5t ( funds ,9 select+ qualifi$ homebuy]s = assi/ance ) grant am\nts "u ?is section1 a ,/ate or eligible entity may n provide any priority or pref]5ce = homebuy]s :o are acquir+ eligible homes ) a mortgage loan made1 insur$1 gu>ante$1 or o!rwise assi/$ by ! ,/ate h\s+ f9ance ag5cy = ! ,/ate1 any o!r h\s+ ag5cy ( ! ,/ate1 or an eligible entity :5 applicable1 nor may ! ,/ate or eligible entity seek to rec\p any funds associat$ ) ! provision ( d[npaym5t assi/ance to ! qualifi$ homebuy]1 :e!r ?r\gh premium pric+ or o!rwise1 except z provid$ 9 p>agraph 7#d7 ( ?is subsection or o!rwise au?oriz$ by ! ,secret>y4 7#d7 ,repaym5t ( assi/ance 7,a7 ,requirem5t ,! ,secret>y %all require t1 if a homebuy] to or on behalf ( :om assi/ance is provid$ f grant am\nts "u ?is section fails or ceases to occupy ! prop]ty acquir$ us+ su* assi/ance z ! prim>y resid5ce ( ! homebuy]1 except 9 ! case ( assi/ance provid$ 9 connection ) ! pur*ase ( a pr9cipal resid5ce ?r\gh a %>$ equity home[n]%ip program1 ! homebuy] %all repay to ! ,/ate or eligible entity1 z applicable1 9 a proportional am\nt ( ! assi/ance ! homebuy] receives bas$ on ! numb] ( ye>s !y h occupi$ ! eligible home up to #e ye>s1 except t no assi/ance %all be repaid if ! qualifi$ homebuy] occupies ! eligible home z a prim>y resid5ce = #e ye>s or m4 7,b7 ,limitation ,not)/&+ subp>agraph 7,a71 a homebuy] to or on behalf ( :om assi/ance is provid$ f grant am\nts "u ?is section %all n be liable to ! ,/ate or eligible entity = ! repaym5t ( ! am\nt ( su* %ortage if ! homebuy] fails or ceases to occupy ! prop]ty acquir$ us+ su* assi/ance z ! pr9cipal resid5ce ( ! homebuy] at lea/ 9 "p because ( a h>d%ip1 or sells ! prop]ty acquir$ ) su* assi/ance be=e ! expiration ( ! #fj-mon? p]iod beg9n+ on su* date ( acquisition & ! capital ga9s f su* sale to a bona fide pur*as] 9 an arm's l5g? transaction are less ?an ! am\nt ! homebuy] is requir$ to repay ! ,/ate or eligible entity "u subp>agraph 7,a74 7#e7 ,reliance on borr[] atte/ations ,no additional docum5tation beyond ! borr[]'s atte/ation %all be requir$ to demon/rate eligibility "u subp>agraphs 7,b7 & 7,c7 ( subsection 7e77#g7 & no ,/ate1 eligible entity1 or cr$itor %all be subject to liability bas$ on ! accuracy ( su* atte/ation4 7#f7 ,co/s to grantee ,/ates & eligible entities receiv+ grants f ! ,fund may use a portion ( su* grants = adm9i/rative co/s up to ! limit specifi$ by ! ,secret>y4 7e7 ,def9itions ,= purposes ( ?is section1 ! foll[+ def9itions %all apply3 7#a7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a m9ority depository in/itution1 z su* t]m is def9$ 9 section #cjh ( ! ,f9ancial ,in/itutions ,re=m1 ,recov]y1 & ,en=cem5t ,act ( #aihi 7#ab ,u4,s4,c4 #adfc note72 7,b7 a community developm5t f9ancial in/itution1 z su* t]m is def9$ 9 section #ajc ( ! ,riegle ,community ,developm5t & ,regulatory ,improvem5t ,act ( #aiid 7#ab ,u4,s4,c4 #dgjb71 t is c]tifi$ by ! ,secret>y ( ! ,treasury & t>gets s]vices to m9ority & l[-income populations or provides s]vices 9 neighborhoods hav+ high conc5trations ( m9ority & l[-income populations2 7,c7 any o!r nonpr(it entity t ! ,secret>y f9ds has a track record ( provid+ assi/ance to home[n]s1 t>gets s]vices to m9ority & l[-income or provides s]vices 9 neighborhoods hav+ high conc5trations ( m9ority & l[-income populations2 & 7,d7 a unit ( g5]al local gov]nm5t1 z su* t]m is def9$ 9 section #ajb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjb74 7#b7 ,eligible home ,! t]m eligible home means a resid5tial dwell+ t-- 7,a7 consi/s ( #a to #d dwell+ units2 & 7,b7 w be occupi$ by ! qualifi$ homebuy] z ! prim>y resid5ce ( ! homebuy]4 7#c7 ,eligible mortgage loan ,! t]m eligible mortgage loan means a s+le-family resid5tial mortgage loan t-- 7,a7 meets ! und]writ+ requirem5ts & doll> am\nt limitations = acquisition by ! ,f$]al ,national ,mortgage ,association or ! ,f$]al ,home ,loan ,mortgage ,corporation2 7,b7 is made1 insur$1 or gu>ante$ "u any program adm9i/]$ by ! ,secret>y2 7,c7 is made1 insur$1 or gu>ante$ by ! ,rural ,h\s+ ,adm9i/rator ( ! ,dep>tm5t ( ,agriculture2 7,d7 is a qualifi$ mortgage1 z su* t]m is def9$ 9 section #abi;,c7b77#b7 ( ! ,tru? 9 ,l5d+ ,act 7#ae ,u4,s4,c4 #afci;c7b77#b772 or 7,e7 is made1 insur$1 or gu>ante$ = ! b5efit ( a vet]an4 7#d7 ,fir/ g5]ation homebuy] ,! t]m fir/-g5]ation homebuy] means a homebuy] t is1 z atte/$ by ! homebuy]-- 7,a7 an individual-- 7i7 ^: p>5ts or legal gu>dians d n1 or did n at ! "t ( _! dea?1 to ! be/ ( ! individual's k1 h any pres5t own]%ip int]e/ 9 a resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty or own]%ip ( *attel2 & 7ii7 ^: sp\se or dome/ic p>tn] has n1 dur+ ! #c-ye> p]iod end+ ^u acquisition ( ! eligible home to be acquir$ us+ su* assi/ance1 _h any pres5t own]%ip int]e/ 9 a resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty or own]%ip ( *attel1 :e!r ! individual is a co-borr[] on ! loan or n2 or 7,b7 an individual :o has at any "t be5 plac$ 9 fo/] c>e or in/itutional c>e ^: sp\se or dome/ic p>tn] has n1 dur+ ! #c-ye> p]iod end+ ^u acquisition ( ! eligible home to be acquir$ us+ su* assi/ance1 _h any own]%ip int]e/ 9 a resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty or own]%ip ( *attel1 :e!r su* individuals are co-borr[]s on ! loan or n4 7#e7 ,heir prop]ty ,! t]m heir prop]ty means resid5tial prop]ty = :i* title pass$ by op]ation ( law ?r\gh inte/acy & is held by two or m heirs z t5ants 9 common4 7#f7 ,own]%ip int]e/ ,! t]m own]%ip int]e/ means any own]%ip1 exclud+ any int]e/ 9 heir prop]ty1 9-- 7,a7 real e/ate 9 fee simple2 7,b7 a leasehold on real e/ate "u a lease = n less ?an n9ety-n9e ye>s :i* is r5ewable2 or 7,c7 a fee int]e/ 91 or long-t]m leasehold int]e/ 91 real e/ate consi/+ ( a "o-family unit 9 a multifamily project1 includ+ a project 9 :i* ! dwell+ units are atta*$1 or are manufactur$ h\s+ units1 semi-deta*$1 or deta*$1 & an undivid$ int]e/ 9 ! common areas & facilities :i* s]ve ! project4 7#g7 ,qualifi$ homebuy] ,! t]m qualifi$ homebuy] means a homebuy]-- 7,a7 hav+ an annual h\sehold income t is less ?an or equal to-- 7i7 #abj p]c5t ( m$ian income1 z det]m9$ by ! ,secret>y1 =-- 7,i7 ! area 9 :i* ! home to be acquir$ us+ su* assi/ance is locat$2 or 7,,ii7 ! area 9 :i* ! place ( resid5ce ( ! homebuy] is locat$2 or 7ii7 #adj p]c5t ( ! m$ian income1 z det]m9$ by ! ,secret>y1 = ! area )9 :i* ! eligible home to be acquir$ us+ su* assi/ance is locat$ if ! homebuy] is acquir+ an eligible home locat$ 9 a high-co/ area2 7,b7 :o is a fir/-"t homebuy]1 z su* t]m is def9$ 9 section #ajd ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgjd71 except t = ! purposes ( ?is section ! ref]5ce 9 su* section #ajd to title ,,ii %all be consid]$ to ref] to ?is section1 & except t own]%ip ( heir prop]ty %all n be treat$ z own+ a home = purposes ( det]m9+ :e!r a borr[] qualifies z a fir/-"t homebuy]2 & 7,c7 :o is a fir/-g5]ation homebuy]4 7#h7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,h\s+ & ,urban ,developm5t4 7#i7 ,%>$ equity home[n]%ip program 7,a7 ,9 g5]al ,! t]m %>$ equity home[n]%ip program means af=dable home[n]%ip pres]vation ?r\gh a resale re/riction program adm9i/]$ by a community l& tru/1 o!r nonpr(it organization1 or ,/ate or local gov]nm5t or in/rum5talities4 7,b7 ,af=dability requirem5ts ,any su* program "u subp>agraph 7,a7 %all-- 7i7 provide af=dable home[n]%ip opportunities to h\seholds2 & 7ii7 utilize a gr\nd lease1 de$ re/riction1 subord9ate loan1 or simil> me*anism t includes provisions ensur+ t ! program %all-- 7,i7 ma9ta9 ! home[n]%ip unit z af=dable = subsequ5t v l[-1 l[-1 or mod]ate-income families = an af=dability t]m ( at lea/ #cj ye>s aft] recordation2 7,,ii7 apply a resale =mula t limits ! home[n]'s proce$s ^u resale2 & 7,,iii7 provide ! program adm9i/rator or su* adm9i/rator's assignee a preemptive option to pur*ase ! home[n]%ip unit f ! home[n] at resale4 7#aj7 ,/ate ,! t]m ,/ate means any ,/ate ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & ,am]ican ,samoa4 7f7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djbjb4 ,home loan program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #d1jjj1jjj1jjj to ! ,secret>y ( ,h\s+ & ,urban ,developm5t = ! co/ ( gu>ante$ or insur$ loans & o!r obligations1 includ+ ! co/ ( modify+ su* loans1 "u subsection 7e77#a77;,a72 7#b7 #ejj1jjj1jjj to ! ,secret>y ( ,h\s+ & ,urban ,developm5t = co/s ( c>ry+ out ! program "u p>agraph 7#a7 & programs ( ! ,f$]al ,h\s+ ,adm9i/ration & ! ,gov]nm5t ,national ,mortgage ,association g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 7#c7 #aej1jjj1jjj to ! ,secret>y ( ,agriculture = ! co/ ( gu>ante$ & insur$ loans & o!r obligations1 includ+ ! co/ ( modify+ su* loans1 "u subsection 7e77#a77;,b72 7#d7 #ej1jjj1jjj to ! ,secret>y ( ,agriculture = ! co/s ( c>ry+ out ! program "u p>agraph 7#c7 & programs ( ! ,rural ,h\s+ ,s]vice g5]ally1 includ+ in=mation te*nology & f9ancial report+ 9 support ( ! ,program adm9i/]$ by ! ,secret>y ( ,agriculture 9 ?is title2 & 7#e7 #cjj1jjj1jjj to ! ,secret>y ( ,treasury = ! co/s ( c>ry+ out ! program "u ?is section4 7b7 ,use ( funds 7#a7 ,9 g5]al 7,a7 ,! ,secret>y ( ,h\s+ & ,urban ,developm5t & ! ,secret>y ( ,agriculture %all use ! funds provid$ "u subsections 7a77#a71 7a77#b71 7a77#c71 & 7a77#d7 to c>ry out ! programs "u subsections 7a77#a7 & 7a77#c7 to make cov]$ mortgage loans4 7,b7 ,! ,secret>y ( ! ,treasury %all use ! funds provid$ "u subsections 7a77#e7 & 7b77#b7 to-- 7i7 pur*ase1 on behalf ( ! ,secret>y ( ,h\s+ & ,urban ,developm5t1 securities t are secur$ by cov]$ mortgage loans1 & sell1 manage1 & ex]cise any rights receiv$ 9 connection )1 any f9ancial in/rum5ts or assets acquir$ pursuant to ! au?orities grant$ "u ?is section1 includ+1 z appropriate1 e/abli%+ & us+ vehicles to pur*ase1 hold1 & sell su* f9ancial in/rum5ts or assets2 7ii7 designate "o or m banks1 security brok]s or deal]s1 asset manag]s1 or inve/m5t advis]s1 z a f9ancial ag5t ( ! ,f$]al ,gov]nm5t to p]=m duties relat$ to au?orities grant$ "u ?is section2 & 7iii7 use ! s]vices ( ! ,dep>tm5t ( ,h\s+ & ,urban ,developm5t on a reimbursable basis1 & ! ,secret>y ( ,h\s+ & ,urban ,developm5t is au?oriz$ to provide s]vices z reque/$ by ! ,secret>y ( ,treasury us+ all au?orities ve/$ 9 or delegat$ to ! ,dep>tm5t ( ,h\s+ & ,urban ,developm5t4 7#b7 ,transf] ( am\nts to ,treasury ,su* portions ( ! appropriation to ! ,secret>y ( ,h\s+ & ,urban ,developm5t %all be transf]r$ by ! ,secret>y ( ,h\s+ & ,urban ,developm5t to ! ,dep>tm5t ( ! ,treasury f "t-to-"t 9 an am\nt equal to1 z det]m9$ by ! ,secret>y ( ! ,treasury 9 consultation ) ! ,secret>y ( ,h\s+ & ,urban ,developm5t1 ! am\nt necess>y = ! pur*ase ( securities "u ! ,program dur+ ! p]iod = :i* ! funds are int5d$ to be available4 7#c7 ,use ( proce$s ,rev5ues ( & proce$s f ! sale1 ex]cise1 or surr5d] ( assets pur*as$ or acquir$ "u ! ,program "u ?is section %all be available to ! ,secret>y ( ! ,treasury ?r\gh ,septemb] #cj1 #bjca1 = purposes ( pur*ases "u subsection 7b77#a77;,b77i74 7c7 ,limitation on aggregate loan insurance or gu>antee au?ority ,! aggregate orig9al pr9cipal obligation ( all cov]$ mortgage loans insur$ or gu>ante$ "u subsection 7e77#a77;,a7 ( ?is section may n exce$ #dh1jjj1jjj1jjj1 & "u section 7e77#a77;,b7 may n exce$ #ab1jjj1jjj1jjj4 7d7 ,,gnma gu>antee au?ority & fee ,to c>ry out ! purposes ( ?is section1 ! ,gov]nm5t ,national ,mortgage ,association may ent] into new commitm5ts to issue gu>antees ( securities bas$ on or back$ by mortgages insur$ or gu>ante$ "u ?is section1 n exce$+ #fj1jjj1jjj1jjj1 & %all collect gu>anty fees consi/5t ) section #cjf7;g77#a7 ( ! ,national ,h\s+ ,act 7#ab ,u4,s4,c4 #agba7;g77#a77 t are paid at securitization4 7e7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ mortgage loan 7,a7 ,9 g5]al ,! t]m cov]$ mortgage loan means1 = purposes ( ! ,program e/abli%$ by ! ,secret>y ( ,h\s+ & ,urban ,developm5t1 a mortgage loan t-- 7i7 is insur$ by ! ,f$]al ,h\s+ ,adm9i/ration pursuant to section #bjc7;b7 ( ! ,national ,h\s+ ,act1 subject to ! eligibility crit]ia set =? 9 ?is subsection1 & has a case numb] issu$ on or be=e ,decemb] #ca1 #bjbi2 7ii7 is made = an orig9al t]m ( #bj ye>s ) a mon?ly mortgage paym5t ( pr9cipal & int]e/ t is n m ?an #aaj p]c5t & n less ?an #ajj p]c5t ( ! mon?ly paym5t ( pr9cipal1 int]e/1 & p]iodic mortgage insurance premium associat$ ) a newly orig9at$ #cj-ye> mortgage loan ) ! same loan balance insur$ by ! ag5cy z det]m9$ by ! ,secret>y2 7iii7 subject to subp>agraph 7,c7 ( ?is p>agraph & not)/&+ section #bjc7;c77#b7 ( ! ,national ,h\s+ ,act 7#ab ,u4,s4,c4 #agji7;c77#b771 has a mortgage insurance premium ( n m ?an #d p]c5t ( ! loan balance t is paid at clos+1 f9anc$ into ! pr9cipal balance ( ! loan1 paid ?r\gh an annual premium1 or a comb9ation !re(2 7iv7 involves a rate ( int]e/ t is fix$ ov] ! t]m ( ! mortgage loan2 & 7v7 is secur$ by a s+le-family resid5ce t is ! pr9cipal resid5ce ( an eligible homebuy]4 7,b7 ,! t]m cov]$ mortgage loan means1 = purposes ( ! ,program e/abli%$ by ! ,secret>y ( ,agriculture1 a loan gu>ante$ "u section #ejb7;h7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgb7;h77 t-- 7i7 not)/&+ section #ejb7;h77#g77;,a7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgb7;h77#g77;,a771 is made = an orig9al t]m ( #bj ye>s ) a mon?ly mortgage paym5t ( pr9cipal & int]e/ t is n m ?an #aaj p]c5t & n less ?an #ajj p]c5t ( ! mon?ly paym5t ( pr9cipal1 int]e/1 & loan gu>antee fee associat$ ) a newly orig9at$ #cj-ye> mortgage loan ) ! same loan balance gu>ante$ by ! ag5cy z det]m9$ by ! ,secret>y2 & 7ii7 subject to subp>agraph 7,c7 ( ?is p>agraph & not)/&+ section #ejb7;h77#h77;,a7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgb7;h77#h77;,a771 has a loan gu>antee fee ( n m ?an #d p]c5t ( ! pr9cipal obligation ( ! loan4 7,c7 ,waiv] & alt]native requirem5ts ,! ,secret>y ( ,h\s+ & ,urban ,developm5t & ! ,secret>y ( ,agriculture1 9 consultation ) ! ,secret>y ( ! ,treasury1 & not)/&+ p>agraph 7#h77;,a7 ( section #ejb7;h7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgb7;h77#h77;,a77 = purposes ( ! ,program e/abli%$ by ! ,secret>y ( ,agriculture1 may waive or specify alt]native requirem5ts = subsection 7e77#a77;,a77ii7 or 7e77#a77;,b77i7 = cov]$ mortgage loans 9 connection ) ! use ( am\nts made available "u ?is section ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( am\nts made available "u ?is section4 7#b7 ,eligible homebuy] ,! t]m eligible homebuy] means an individual :o-- 7,a7 = purposes ( ! ,program e/abli%$ by ! ,secret>y ( ,h\s+ & ,urban ,developm5t-- 7i7 has an annual h\sehold income t is less ?an or equal to-- 7,i7 #abj p]c5t ( m$ian income = ! area1 z det]m9$ by ! ,secret>y ( ,h\s+ & ,urban ,developm5t =-- 7aa7 ! area 9 :i* ! home to be acquir$ us+ su* assi/ance is locat$2 or 7bb7 ! area 9 :i* ! place ( resid5ce ( ! homebuy] is locat$2 or 7,,ii7 if ! homebuy] is acquir+ an eligible home t is locat$ 9 a high-co/ area1 #adj p]c5t ( ! m$ian income1 z det]m9$ by ! ,secret>y1 = ! area )9 :i* ! eligible home to be acquir$ us+ assi/ance provid$ "u ?is section is locat$2 7ii7 is a fir/-"t homebuy]1 z def9$ 9 p>agraph 7#d7 ( ?is subsection2 & 7iii7 is a fir/-g5]ation homebuy] z def9$ 9 p>agraph 7#c7 ( ?is subsection2 7,b7 = purposes ( ! ,program e/abli%$ by ! ,secret>y ( ,agriculture-- 7i7 meets ! applicable requirem5ts 9 section #ejb7;h7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgb7;h772 & 7ii7 is a fir/-"t homebuy] z def9$ 9 p>agraph 7#d7 ( ?is subsection & a fir/-g5]ation homebuy] z def9$ 9 p>agraph 7#c7 ( ?is subsection4 7#c7 ,fir/-g5]ation homebuy] ,! t]m fir/-g5]ation homebuy] means a homebuy] t1 z atte/$ by ! homebuy]1 is-- 7,a7 an individual-- 7i7 ^: p>5ts or legal gu>dians d n1 or did n at ! "t ( _! dea?1 to ! be/ ( ! individual's k1 h any pres5t own]%ip int]e/ 9 a resid5ce 9 any ,/ate or own]%ip ( *attel1 exclud+ own]%ip ( heir prop]ty2 & 7ii7 ^: sp\se1 or dome/ic p>tn] has n1 dur+ ! #c-ye> p]iod end+ ^u acquisition ( ! eligible home to be acquir$ us+ su* assi/ance1 h any pres5t own]%ip int]e/ 9 a resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty or own]%ip ( *attel1 :e!r ! individual is a co-borr[] on ! loan or n2 or 7,b7 an individual :o has at any "t be5 plac$ 9 fo/] c>e or in/itutional c>e ^: sp\se or dome/ic p>tn] has n1 dur+ ! #c-ye> p]iod end+ ^u acquisition ( ! eligible home to be acquir$ us+ su* assi/ance1 _h any own]%ip int]e/ 9 a resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty or own]%ip ( *attel1 :e!r su* individuals are co-borr[]s on ! loan or n4 7#d7 ,fir/-"t homebuy] ,! t]m fir/-"t homebuy] means a homebuy] z def9$ 9 section #ajd ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgjd71 except t = ! purposes ( ?is section ! ref]5ce 9 su* section #abgjd7ad7 to title ,,ii %all be consid]$ to ref] to ?is section1 & except t own]%ip ( heir prop]ty %all n be treat$ z own+ a home = purposes ( det]m9+ :e!r a borr[] qualifies z a fir/-"t homebuy]4 7#e7 ,heir prop]ty ,! t]m heir prop]ty means resid5tial prop]ty = :i* title pass$ by op]ation ( law ?r\gh inte/acy & is held by two or m heirs z t5ants 9 common4 7#f7 ,own]%ip int]e/ ,! t]m own]%ip int]e/ means any own]%ip1 exclud+ any int]e/ 9 heir prop]ty1 9-- 7,a7 real e/ate 9 fee simple2 7,b7 a leasehold on real e/ate "u a lease = n less ?an n9ety-n9e ye>s :i* is r5ewable2 or 7,c7 a fee int]e/ 91 or long-t]m leasehold int]e/ 91 real e/ate consi/+ ( a "o-family unit 9 a multifamily project1 includ+ a project 9 :i* ! dwell+ units are atta*$1 or are manufactur$ h\s+ units1 semi-deta*$1 or deta*$1 & an undivid$ int]e/ 9 ! common areas & facilities :i* s]ve ! project4 7#g7 ,/ate ,! t]m ,/ate means ! ,/ates ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ,guam1 ! ,virg9 ,isl&s1 ,am]ican ,samoa1 ! ,tru/ ,t]ritory ( ! ,pacific ,isl&s1 & any o!r t]ritory or possession ( ! ,unit$ ,/ates4 7f7 ,reliance on borr[] atte/ations ,no additional docum5tation beyond ! borr[]'s atte/ation %all be requir$ to demon/rate eligibility "u clauses 7ii7 & 7iii7 ( subsection 7e77#b77;,a7 & clause 7ii7 ( subsection 7e77#b77;,b7 & no ,/ate1 eligible entity1 or cr$itor %all be subject to liability bas$ on ! accuracy ( su* atte/ation4 7g7 ,implem5tation ,! ,secret>y ( ,h\s+ & ,urban ,developm5t1 ! ,secret>y ( ,agriculture1 & ! ,secret>y ( ,treasury %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djbjc4 ,,hud-insur$ small doll> mortgage demon/ration program 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #gf1jjj1jjj = a program to increase access to small-doll> mortgages1 z def9$ 9 subsection 7b71 :i* may include paym5t ( inc5tives to l5d]s1 adju/m5ts to t]ms & co/s1 individual f9ancial assi/ance1 te*nical assi/ance to l5d]s & c]ta9 f9ancial in/itutions to help orig9ate loans1 l5d] & borr[] outrea*1 & o!r activities2 7#b7 #aj1jjj1jjj = ! co/ ( insur$ or gu>ante$ loans1 includ+ ! co/ ( modify+ loans2 & 7#c7 #ad1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & programs 9 ! ,(fice ( ,h\s+ g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 fair h\s+ & fair l5d+ compliance1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 7b7 ,small-doll> mortgage ,= purposes ( ?is section1 ! t]m small-doll> mortgage means a =w>d mortgage t-- 7#a7 has an orig9al pr9cipal balance ( #ajj1jjj or less2 7#b7 is secur$ by a "o- to f\r-unit prop]ty t is ! mortgagor's pr9cipal resid5ce2 & 7#c7 is insur$ or gu>ante$ by ! ,secret>y4 7c7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djbjd4 ,inve/m5ts 9 rural home[n]%ip 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until exp5d$-- 7#a7 #ij1jjj1jjj = provid+ s+le family h\s+ repair grants "u section #ejd7;a7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgd7;a771 subject to ! t]ms & conditions 9 subsection 7b7 ( ?is section2 7#b7 #aj1jjj1jjj = adm9i/rative exp5ses ( ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture t 9 :ole or 9 "p support activities fund$ by ?is section & relat$ activities4 7b7 ,t]ms & conditions 7#a7 ,eligibility ,eligibility = grants f am\nts made available by subsection 7a77#a7 %all n be subject to ! limitations 9 section #ceej4ajc7;b7 ( title #g1 ,code ( ,f$]al ,regulations4 7#b7 ,uses ,not)/&+ ! limitations 9 section #ceej4ajb7;a7 ( title #g1 ,code ( ,f$]al ,regulations1 grants f am\nts made available by subsection 7a77#b7 %all be available = ! eligible purposes 9 section #ceej4ajb7;b7 ( title #g1 ,code ( ,f$]al ,regulations4 7c7 ,implem5tation ,! ,adm9i/rator ( ! ,rural ,h\s+ ,s]vice %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 ,d ,,hud ,adm9i/ration1 ,capacity ,build+1 ,te*nical ,assi/ance1 & ,ag5cy ,ov]sight #djcja4 ,program adm9i/ration1 tra9+1 te*nical assi/ance1 capacity build+1 & ov]sight 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1-- 7#a7 #idi1bej1jjj to ! ,secret>y ( ,h\s+ & ,urban ,developm5t =-- 7,a7 ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is title & ! ,dep>tm5t's programs g5]ally1 includ+ in=mation te*nology1 inspections ( h\s+ units1 rese>* & evaluation1 f9ancial report+1 & o!r co/s2 & 7,b7 new aw>ds or increas+ prior aw>ds to provide tra9+1 te*nical assi/ance1 & capacity build+ relat$ to ! ,dep>tm5t's programs1 includ+ direct program support to program recipi5ts ?r\gh\t ! c\ntry1 includ+ insul> areas1 t require su* assi/ance ) daily op]ations2 7#b7 #dc1bej1jjj to ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,h\s+ & ,urban ,developm5t = necess>y sal>ies & exp5ses = conduct+ ov]sight ( am\nts provid$ by ?is title2 7#c7 #e1jjj1jjj to ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ! ,treasury = necess>y sal>ies & exp5ses = conduct+ ov]sight ( am\nts provid$ by ?is title2 & 7#d7 #b1ejj1jjj to ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ! ,agriculture = necess>y sal>ies & exp5ses = conduct+ ov]sight ( am\nts provid$ by ?is title4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,implem5tation ,! ,secret>y ( ,h\s+ & ,urban ,developm5t %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djcjb4 ,community-l$ capacity build+ 7a7 ,appropriation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,secret>y ( ,h\s+ & ,urban ,developm5t 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #ij1jjj1jjj = competitively aw>d$ funds = te*nical assi/ance & capacity build+ to non-,f$]al entities1 includ+ grants aw>d$ to nonpr(it organizations to provide te*nical assi/ance activities to community developm5t corporations1 community h\s+ developm5t organizations1 community l& tru/s1 nonpr(it organizations 9 insul> areas1 & o!r mission-driv5 & nonpr(it organizations t t>get s]vices to l[-income & socially disadvantag$ populations1 & provide s]vices 9 neighborhoods hav+ high conc5trations ( m9ority1 l[-income1 or socially disadvantag$ populations to-- 7,a7 provide tra9+1 education1 support1 & advice to enhance ! te*nical & adm9i/rative capabilities ( community developm5t corporations1 community h\s+ developm5t organizations1 community l& tru/s1 & o!r mission-driv5 & nonpr(it organizations und]tak+ af=dable h\s+ developm5t1 acquisition1 pres]vation1 or rehabilitation activities2 7,b7 provide pr$evelopm5t assi/ance to community developm5t corporations1 community h\s+ developm5t organizations1 & o!r mission-driv5 & nonpr(it organizations und]tak+ af=dable h\s+ developm5t1 acquisition1 pres]vation1 or rehabilitation activities2 & 7,c7 c>ry out su* o!r activities z may be det]m9$ by ! grantees 9 consultation ) ! ,secret>y2 & 7#b7 #aj1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,dep>tm5t's te*nical assi/ance programs g5]ally1 includ+ in=mation te*nology1 rese>* & evaluations1 f9ancial report+1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations1 notices1 or o!r guidance1 =ms1 in/ructions1 & publications to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 ,e ,economic ,developm5t #djdja4 ,m9ority ,bus9ess ,developm5t ,ag5cy ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,m9ority ,bus9ess ,developm5t ,ag5cy ( ! ,dep>tm5t ( ,comm]ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ent]+ into agreem5ts ) m9ority-s]v+ in/itutions ( high] education or consortiums ( in/itutions ( high] education t are l$ by m9ority-s]v+ in/itutions ( high] education to op]ate a rural bus9ess c5t] to assi/ m9ority bus9ess ent]prises locat$ 9 rural areas1 priority = :i* %all be giv5 to in/itutions t h f9ancial ne$ & are locat$ 9 areas t h a significant population ( socially or economically disadvantag$ individuals2 & 7#b7 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ent]+ into grants & agreem5ts to-- 7,a7 assi/ ! =mation & gr[? ( m9ority bus9ess ent]prises2 7,b7 e/abli% & provide ,f$]al assi/ance to m9ority bus9ess c5t]s1 specialty c5t]s1 & m9ority bus9ess ent]prises2 7,c7 make grants to private1 nonpr(it organizations t c demon/rate t a prim>y activity ( ! organization is to provide s]vices to m9ority bus9ess ent]prises1 priority = :i* %all be giv5 to organizations locat$ 9 a ,f$]ally recogniz$ area ( economic di/ress2 & 7,d7 provide grants & assi/ance to m9ority-s]v+ in/itutions ( high] education to develop & implem5t entrepr5eur%ip curricula & p>ticipate 9 ! bus9ess c5t] program ( ! ,m9ority ,bus9ess ,developm5t ,ag5cy2 & 7#c7 #djj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 to-- 7,a7 e/abli% n less ?an #e regional (fices ( ! ,m9ority ,bus9ess ,developm5t ,ag5cy1 #a ( :i* %all be e/abli%$ 9 ea* region ( ! ,unit$ ,/ates1 z det]m9$ by ! ,secret>y2 7,b7 assi/ ! =mation & gr[? ( m9ority bus9ess ent]prises2 7,c7 collect data relat+ to ! ne$s & developm5t ( m9ority bus9ess ent]prises2 7,d7 annually review ! /atus ( problems & programs relat+ to capital =mation by m9ority bus9ess ent]prises2 & 7,e7 c>ry out ?is section4 #djdjb4 ,enhanc$ use ( ,def5se ,production ,act ( #aiej 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money at ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 to c>ry out ! ,def5se ,production ,act ( #aiej 9 accordance ) subsection 7b74 7b7 ,use ,am\nts appropriat$ by subsection 7a7 %all be us$ to create1 ma9ta91 protect1 exp&1 or re/ore ! dome/ic indu/rial base capabilities ess5tial = national & economic security4 #djdjc4 ,support+ factory-built h\s+ ?r\gh ,,ssbci 7a7 ,9 g5]al ,section #cjji ( ! ,/ate ,small ,bus9ess ,cr$it ,initiative ,act ( #bjaj 7#ab ,u4,s4,c4 #egjh7 is am5d$-- 7#a7 9 subsection 7c71 by /rik+ at ! end ( ! #g-ye> p]iod beg9n+ on ,m>* #aa1 #bjba & ins]t+ on ,septemb] #cj1 #bjcj2 & 7#b7 by add+ at ! end ! foll[+3 7f7 ,additional te*nical assi/ance ) respect to factory-built h\s+ sector ,! ,secret>y %all contract ) legal1 acc\nt+1 & f9ancial advisory firms to provide te*nical assi/ance to exi/+ & prospective bus9ess ent]prises )9 ! factory-built h\s+ sector apply+ to-- 7#a7 ,/ate programs "u ! ,program2 & 7#b7 o!r ,/ate or ,f$]al programs t support small bus9esses4 4 7b7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is h]eby appropriat$ to ! ,secret>y ( ! ,treasury = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to c>ry out ! am5dm5ts made by subsection 7a74 ,v ,committee on ,homel& ,security #ejjja4 ,cyb]security & ,infra/ructure ,security ,ag5cy 7a7 ,improv+ ,f$]al ,sy/em ,cyb]security ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = cyb]security risk mitigation4 7b7 ,cyb]security ,tra9+ ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! ,cyb]security ,education & ,tra9+ ,assi/ance ,program1 ,f$]al assi/ance grants "u ! ,cyb]security ,education & ,tra9+ ,assi/ance ,program1 & necess>y mission support activities4 7c7 ,cyb]security ,aw>5ess1 ,tra9+1 & ,work=ce ,developm5t ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = improv+ cyb]security aw>5ess1 tra9+1 & work=ce developm5t1 includ+ necess>y mission support activities4 7d7 ,multi-,/ate ,in=mation ,%>+ & ,analysis ,c5t] ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ce1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ,f$]al assi/ance ?r\gh coop]ative agreem5ts ) ! ,multi-,/ate ,in=mation ,%>+ & ,analysis ,c5t]4 7e7 ,cyb]s5try ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! purpose ( protect+ critical infra/ructure indu/rial control sy/ems & ! ,cyber,sentry program4 7f7 ,cl\d security ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! purpose ( execut+ ! secure cl\d ar*itecture activities1 migration advisory s]vices1 & cl\d ?reat hunt+ capabilities ( ! ,cyb]security & ,infra/ructure ,security ,ag5cy4 7g7 ,indu/rial control sy/ems security ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! purpose ( rese>*+ & develop+ ! means by :i* to secure op]ational te*nology & indu/rial control sy/ems aga9/ security vuln]abilities 7z su* t]m is def9$ 9 section #ajb7ag7 ( ! ,cyb]security ,in=mation ,%>+ ,act ( #bjae 7#f ,u4,s4,c4 #aeja7ag774 #ejjjb4 ,cyb]security assi/ance 7a7 ,/ate & local cyb]security recruitm5t & tra9+ ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #hj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy1 9 consultation ) ! ,cyb]security & ,infra/ructure ,security ,ag5cy1 to aw>d grants1 contracts1 or coop]ative agreem5ts to ,/ate1 local1 ,tribal1 & t]ritorial gov]nm5ts = cyb]security recruitm5t & tra9+ to enhance ef=ts to address cyb]security risks 7z def9$ 9 p>agraph 7#b7 ( section #bbja ( ! ,homel& ,security ,act7 & cyb]security ?reats 7z def9$ 9 p>agraph 7#c7 ( section #bbja ( ! ,homel& ,security ,act74 7b7 ,migration to 4gov doma9 ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy1 9 consultation ) ! ,cyb]security & ,infra/ructure ,security ,ag5cy1 to aw>d grants1 contracts1 or coop]ative agreem5ts to ,/ate1 local1 ,tribal1 & t]ritorial gov]nm5ts to c>ry out activities to migrat+ ! onl9e s]vices ( su* gov]nm5ts to ! 4gov int]net doma94 7c7 ,limitation ,! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy may n use am\nts appropriat$ "u ?is section = activities "u ! ,national ,flood ,insurance ,act ( #aifh or a function ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy relat+ to t ,act4 #ejjjc4 ,nonpr(it security grant program 7a7 ,high-risk urban areas ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! ,adm9i/rator ( ,f$]al ,em]g5cy ,managem5t ,ag5cy = ! ,nonpr(it ,security ,grant ,program = grants to nonpr(its "u ! ,urban ,area ,security ,initiative4 7b7 ,o!r areas ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = ! ,nonpr(it ,security ,grant ,program = grants to nonpr(its "u ! ,/ate ,homel& ,security ,grant ,program4 7c7 ,limitation ,! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy may n use am\nts appropriat$ "u ?is section = activities "u ! ,national ,flood ,insurance ,act ( #aifh or a function ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy relat+ to t ,act4 #ejjjd4 ,(fice ( ,*ief ,read9ess ,support ,(fic] ,9 addition to ! am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,homel& ,security = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = ! ,(fice ( ! ,*ief ,read9ess ,support ,(fic] to c>ry out su/a9ability & environm5tal programs4 ,,vi ,committee on ! ,judici>y ,a ,immigration ,provisions #fjjja4 ,protections & "w p]mits 7a7 ,9 g5]al ,! ,secret>y ( ,homel& ,security %all-- 7#a7 "u section #bab7;d77#e7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aahb7;d77#e77 & consi/5t ) ?is section1 p>ole into ! ,unit$ ,/ates = a p]iod ( #e ye>s or until ,septemb] #cj1 #bjca1 :i*ev] is e>li]1 an ali5 describ$ 9 subsection 7b71 if su* ali5-- 7,a7 files an application = p>ole aft] ! date ( ! enactm5t ( ?is section2 7,b7 pays an adm9i/rative fee 9 an am\nt suffici5t to cov] ! co/ ( process+ ! application2 & 7,c7 completes security & law en=cem5t backgr\nd *ecks to ! satisfaction ( ! ,secret>y2 & 7#b7 = ! p]iod dur+ :i* an ali5 is p>ol$ into ! ,unit$ ,/ates "u p>agraph 7#a7 & any p]iod 9 :i* su* p>ole is ext5d$ "u subsection 7c7-- 7,a7 provide employm5t & travel au?orization to su* ali52 & 7,b7 deem su* ali5 eligible = a driv]'s lic5se or id5tification c>d "u section #bjb ( ! ,,real ,,id ,act ( #bjje 7division ,b ( ,public ,law #aji-ac2 #di ,u4,s4,c4 #cjcja note74 7b7 ,ali5s describ$ ,an ali5 is describ$ 9 ?is subsection if ! ali5-- 7#a7 be=e ,janu>y #a1 #bjaa-- 7,a7 0 inspect$ & admitt$ to ! ,unit$ ,/ates2 7,b7 ent]$ ! ,unit$ ,/ates )\t inspection2 or 7,c7 0 p>ol$ into ! ,unit$ ,/ates2 7#b7 has cont9u\sly resid$ 9 ! ,unit$ ,/ates s9ce su* entry2 & 7#c7 is n inadmissible pursuant to p>agraph 7#b71 7#c71 7#f77;,e71 7#h71 7#aj77;,a71 7#aj77;,c71 or 7#aj77;,d7 ( section #bab7;a7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aahb7;a774 7c7 ,ext5sion ,consi/5t ) ! requirem5ts "u subsection 7a71 & bas$ on ! policies & implem5t+ guidance issu$ pursuant to ?is section & 9 effect :5 p>ole 0 initially grant$ to ! ali5 "u ?is section1 ! ,secret>y ( ,homel& ,security %all ext5d a grant ( p>ole = an ali5 describ$ 9 subsection 7b7 f ! date ! initial p>ole p]iod expires until ,septemb] #cj1 #bjca4 7d7 ,revocation ,! ,secret>y ( ,homel& ,security may n revoke p>ole grant$ to an ali5 "u subsection 7a7 unless ! ,secret>y det]m9es t su* ali5 is ineligible = p>ole "u subsection 7b7 bas$ on ! policies & implem5t+ guidance 9 effect :5 p>ole 0 initially grant$ to ! ali5 "u ?is section4 7e7 ,cl>ifications 7#a7 ,9 g5]al ,an ali5 p>ol$ "u ?is section %all n be c\nt$ = purposes ( ! calculation "u section #bja7;c77#d7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaea7;c77#d774 7#b7 ,o!r relief ,no?+ 9 ?is section %all limit ! exi/+ au?ority ( ! ,secret>y ( ,homel& ,security to provide adm9i/rative or /atutory relief to ali5s on an individual or class-wide basis4 7f7 ,confid5tiality ( in=mation ,! ,secret>y ( ,homel& ,security may n disclose in=mation provid$ 9 any application fil$ "u ?is section to ,u4,s4 ,immigration & ,cu/oms ,en=cem5t1 ,u4,s4 ,cu/oms & ,bord] ,protection1 or any designee ( ei!r su* entity or use su* in=mation = purposes ( immigration en=cem5t4 7g7 ,int]im rules ,n lat] ?an #ij days aft] ! date ( ! enactm5t ( ?is section1 ! ,secret>y ( ,homel& ,security %all publi% 9 ! ,f$]al ,regi/]1 int]im f9al rules implem5t+ ?is section & %all1 n lat] ?an #ij days aft] su* rules are publi%$1 beg9 accept+ & adjudicat+ applications = p>ole "u subsection 7a77#a77;,a74 #fjjjb4 ,recapture ( unus$ immigrant visa numb]s 7a7 ,ensur+ future use ( all immigrant visas ,section #bja7;c77#a77;,b77ii7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaea7;c77#a77;,b77ii77 is am5d$ to read z foll[s3 7ii7 ,9 no case %all ! numb] comput$ "u subp>agraph 7,a7 be less ?an ! sum (-- 7,i7 #bbf1jjj2 & 7,,ii7 ! numb] comput$ "u p>agraph 7#c74 4 7b7 ,recaptur+ unus$ visas ,section #bja ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaea7 is am5d$ by add+ at ! end ! foll[+3 7g7 ,recaptur+ unus$ visas 7#a7 ,family-sponsor$ visas 7,a7 ,9 g5]al ,not)/&+ ! num]ical limitations set =? 9 ?is section or 9 sections #bjb or #bjc1 beg9n+ 9 fiscal ye> #bjbb1 ! numb] ( family-sponsor$ immigrant visas t may be issu$ "u section #bjc7;a7 %all be increas$ by ! numb] comput$ "u subp>agraph 7,b74 7,b7 ,unus$ visas ,! numb] comput$ "u ?is subp>agraph is ! diff]5ce1 if any1 betwe5-- 7i7 ! diff]5ce1 if any1 betwe5-- 7,i7 ! numb] ( visas t 7 orig9ally made available to family-sponsor$ immigrants "u section #bja7;c77#a7 = fiscal ye>s #aiib ?r\gh #bjba1 sett+ aside any unus$ visas made available to su* immigrants 9 su* fiscal ye>s "u section #bja7;c77#c72 & 7,,ii7 ! numb] ( visas describ$ 9 subclause 7,i7 t 7 issu$ "u section #bjc7;a71 or1 9 accordance ) section #bja7;d77#b77;,c71 "u section #bjc7;b72 & 7ii7 ! numb] ( visas result+ f ! calculation "u clause 7i7 issu$ "u section #bjc7;a7 aft] fiscal ye> #bjba4 7#b7 ,employm5t-bas$ visas 7,a7 ,9 g5]al ,not)/&+ ! num]ical limitations set =? 9 ?is section or 9 sections #bjb or #bjc1 beg9n+ 9 fiscal ye> #bjbb1 ! numb] ( employm5t-bas$ immigrant visas t may be issu$ "u section #bjc7;b7 %all be increas$ by ! numb] comput$ "u subp>agraph 7,b74 7,b7 ,unus$ visas ,! numb] comput$ "u ?is p>agraph is ! diff]5ce1 if any1 betwe5-- 7i7 ! diff]5ce1 if any1 betwe5-- 7,i7 ! numb] ( visas t 7 orig9ally made available to employm5t-bas$ immigrants "u section #bja7;d77#a7 = fiscal ye>s #aiib ?r\gh #bjba1 sett+ aside any unus$ visas made available to su* immigrants 9 su* fiscal ye>s "u section #bja7;d77#b72 & 7,,ii7 ! numb] ( visas describ$ 9 subclause 7,i7 t 7 issu$ "u section #bjc7;b71 or1 9 accordance ) section #bja7;c77#c77;,c71 "u section #bjc7;a72 & 7ii7 ! numb] ( visas result+ f ! calculation "u clause 7i7 issu$ "u section #bjc7;b7 aft] fiscal ye> #bjba4 7#c7 ,div]sity visas ,not)/&+ section #bjd7;a77#a77;,i77ii77,,ii71 an immigrant visa = an ali5 select$ 9 accordance ) section #bjc7;e77#b7 9 fiscal ye> #bjag1 #bjah1 #bjai1 #bjbj1 or #bjba %all rema9 available to su* ali5 7& ! sp\se & *ildr5 ( su* ali57 if-- 7,a7 ! ali5 0 refus$ a visa1 prev5t$ f seek+ admission1 or d5i$ admission to ! ,unit$ ,/ates solely because ( ,executive ,ord] #acgfi1 ,executive ,ord] #acghj1 ,presid5tial ,proclamation #ifde1 or ,presid5tial ,proclamation #iihc2 or 7,b7 because ( re/rictions or limitations on visa process+1 visa issuance1 travel1 or o!r effects associat$ ) ! ,,covid-#ai public heal? em]g5cy-- 7i7 ! ali5 0 unable to receive a visa int]view despite submitt+ an ,onl9e ,immigrant ,visa & ,ali5 ,regi/ration ,application 7,=m ,,ds-#bfj7 to ! ,secret>y ( ,/ate2 or 7ii7 ! ali5 0 unable to seek admission or 0 d5i$ admission to ! ,unit$ ,/ates despite be+ approv$ = a visa "u section #bjc7;c74 4 #fjjjc4 ,adju/m5t ( /atus ,section #bde ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #abee7 is am5d$ by add+ at ! end ! foll[+3 7n7 ,visa availability 7#a7 ,9 g5]al ,not)/&+ subsection 7a77#c71 ! ,secret>y ( ,homel& ,security may accept = fil+ an application = adju/m5t ( /atus f an ali5 7& ! sp\se & *ildr5 ( su* ali571 if su* ali5-- 7,a7 is ! b5efici>y ( an approv$ petition "u section #bjd7;a77#a72 7,b7 pays a supplem5tal fee ( #a1ejj1 plus #bej = ea* d]ivative b5efici>y2 & 7,c7 is o!rwise eligible = su* adju/m5t4 7#b7 ,exemption ,! ,secret>y ( ,homel& ,security %all exempt an ali5 7& ! sp\se & *ildr5 ( su* ali57 f ! num]ical limitations describ$ 9 sections #bja1 #bjb1 & #bjc1 & ! ,secret>y ( ,homel& ,security may adju/ ! /atus ( su* ali5 7& ! sp\se & *ildr5 ( su* ali57 to lawful p]man5t resid5t1 if su* ali5 submits or has submitt$ an application = adju/m5t ( /atus &-- 7,a7 su* ali5-- 7i7 is ! b5efici>y ( an approv$ petition "u subp>agraph 7,a77i7 or 7,b77i77,i7 ( section #bjd7;a77#a7 t be>s a priority date t is m ?an #b ye>s be=e ! date ! ali5 reque/s an exemption f ! num]ical limitations2 & 7ii7 pays a supplem5tal fee ( #b1ejj2 7,b7 su* ali5-- 7i7 is ! b5efici>y ( an approv$ petition "u subp>agraph 7,e7 or 7,f7 ( section #bjd7;a77#a7 t be>s a priority date t is m ?an #b ye>s be=e ! date ! ali5 reque/s an exemption f ! num]ical limitations2 & 7ii7 pays a supplem5tal fee ( #e1jjj2 or 7,c7 su* ali5-- 7i7 is ! b5efici>y ( an approv$ petition "u subp>agraph 7,h7 ( section #bjd7;a77#a7 t be>s a priority date t is m ?an #b ye>s be=e ! date ! ali5 reque/s an exemption f ! num]ical limitations2 & 7ii7 pays a supplem5tal fee ( #ej1jjj4 7#c7 ,effective date 7,a7 ,9 g5]al ,! provisions ( ?is subsection-- 7i7 %all take effect on ! e>li] ( ! date t is-- 7,i7 #ahj days aft] ! date ( ! enactm5t ( ?is subsection2 or 7,,ii7 ,may #a1 #bjbb2 & 7ii7 except z provid$ 9 subp>agraph 7,b71 %all cease to h effect on ,septemb] #cj1 #bjca4 7,b7 ,cont9uation ,p>agraph 7#b7 %all cont9ue 9 effect ) respect to an ali5 :o reque/$ an exemption ( ! num]ical limitations & paid ! requisite fee prior to ! date describ$ 9 subp>agraph 7,a77ii71 until ! ,secret>y ( ,homel& ,security r5d]s a f9al adm9i/rative decision on su* application4 4 #fjjjd4 ,additional supplem5tal fees 7a7 ,treasury ,! fees describ$ 9 ?is section1 section #fjjja1 & section #bde7n7 ( ! ,immigration & ,nationality ,act1 z add$ by ?is subtitle-- 7#a7 %all be deposit$ 9 ! g5]al fund ( ! ,treasury2 & 7#b7 may n be waiv$1 9 :ole or 9 "p4 7b7 ,immigrant visa petitions ,9 addition to any o!r fee collect$ 9 connection ) a petition describ$ 9 ?is subsection1 ! ,secret>y ( ,homel& ,security %all collect a supplem5tal fee 9 ! am\nt (-- 7#a7 #ajj 9 connection ) ea* petition fil$ "u-- 7,a7 section #bjd7;a77#a77;,a77i7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaed7;a77#a77;,a77i77 = classification by reason ( a relation%ip describ$ "u p>agraph 7#a71 7#c71 or 7#d7 ( section #bjc7;a7 ( su* ,act 7#h ,u4,s4,c4 #aaec7;a772 & 7,b7 section #bjd7;a77#a77;,b77i77,i7 ( su* ,act 7#h ,u4,s4,c4 #aaed7;a77#a77;,b77i77,i772 7#b7 #hjj 9 connection ) ea* petition fil$ "u subp>agraph 7,e7 or 7,f7 ( section #bjd7;a77#a7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaed7;a77#a772 & 7#c7 #ae1jjj 9 connection ) ea* petition fil$ "u subp>agraph 7,h7 ( section #bjd7;a77#a7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaed7;a77#a774 7c7 ,=m ,i-#id or ,=m ,i-#id,w ,! ,secret>y ( ,homel& ,security %all collect f ea* individual :o is admitt$ to ! ,unit$ ,/ates z a nonimmigrant1 & is issu$ an electronic or pap] arrival_/dep>ture record 7,=m ,i-#id or ,=m ,i-#id,w1 or any successor =m71 a fee ( #ai4 7d7 ,/ud5t & ex*ange visitors ,9 addition to any o!r fee collect$ f an approv$ in/itution ( high] education1 o!r approv$ educational in/itution1 or designat$ ex*ange visitor program 9 ! ,unit$ ,/ates1 9 connection ) nonimmigrants describ$ 9 subp>agraph 7,f71 7,j71 or 7,m7 ( section #aja7;a77#ae7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaja7;a77#ae77 enroll$ 9 su* in/itution or program1 ! ,secret>y ( ,homel& ,security %all collect a supplem5tal fee ( #bej = ea* su* nonimmigrant4 7e7 ,p]man5t resid5t c>d replacem5t ,9 addition to any o!r fee collect$ 9 connection ) ea* ,application to ,replace ,p]man5t ,resid5t ,c>d 7,=m ,i-#ij1 or any successor =m71 fil$ = purposes ( replac+ an expir$ or expir+ p]man5t resid5t c>d1 ! ,secret>y ( ,homel& ,security %all collect a supplem5tal fee ( #ejj4 7f7 ,nonimmigrant visa petitions ,9 addition to any o!r fee collect$ 9 connection ) a petition fil$ "u section #bad ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aahd71 ! ,secret>y ( ,homel& ,security %all collect a supplem5tal fee ( #ejj 9 connection ) ea* su* petition = classification z a nonimmigrant "u subp>agraph 7,e71 7,h77i77b71 7,l71 7,o71 or 7,p7 ( section #aja7;a77#ae7 ( su* ,act 7#h ,u4,s4,c4 #aaja7;a77#ae774 7g7 ,ext5d_/*ange /atus ,9 addition to any o!r fee collect$ 9 connection ) ea* ,application to ,ext5d_/,*ange ,nonimmigrant ,/atus 7,=m ,i-#eci1 or any successor =m71 ! ,secret>y ( ,homel& ,security %all collect a supplem5tal fee ( #ejj4 7h7 ,employm5t au?orization ,9 addition to any o!r fee collect$ 9 connection ) an application = employm5t au?orization 7,=m ,i-#gfe1 or any successor =m71 ! ,secret>y ( ,homel& ,security %all collect a supplem5tal fee ( #ejj = ea* su* application fil$ by an individual seek+ su* au?orization z-- 7#a7 ! sp\se ( a nonimmigrant describ$ 9 subp>agraph 7,e71 7,h71 or 7,l7 ( section #aja7;a77#ae7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaja7;a77#ae772 7#b7 a nonimmigrant describ$ 9 section #aja7;a77#ae77;,f7 ( su* ,act 7#h ,u4,s4,c4 #aaja7;a77#ae77;,f77 to engage 9 optional practical tra9+2 or 7#c7 z an applicant = adju/m5t ( /atus "u section #bde7;a7 ( su* ,act 7#h ,u4,s4,c4 #abee7;a774 7i7 ,effective date ,! fees au?oriz$ by ?is section %all take effect on ! e>li] ( ! date t is-- 7#a7 #ahj days aft] ! date ( ! enactm5t ( ?is ,act2 & 7#b7 ,may #a1 #bjbb4 #fjjje4 ,u4,s4 ,citiz5%ip & ,immigration ,s]vices ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ,u4,s4 ,citiz5%ip & ,immigration ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1hjj1jjj1jjj1 to rema9 available until exp5d$1 = ! purpose ( increas+ ! capacity ( ,u4,s4 ,citiz5%ip & ,immigration ,s]vices to adjudicate effici5tly applications describ$ 9 section #fjjja ( ?is ,act1 & section #bde7n7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #abee7n771 z add$ by #fjjjc ( ?is ,act1 & to r$uce case process+ backlogs4 ,b ,community ,viol5ce ,prev5tion #fajja4 ,fund+ = community-bas$ viol5ce int]v5tion initiatives 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,attorney ,g5]al = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! purposes describ$ 9 subsection 7b74 7b7 ,use ( fund+ ,! ,attorney ,g5]al1 act+ ?r\gh ! ,assi/ant ,attorney ,g5]al ( ! ,(fice ( ,ju/ice ,programs1 ! ,director ( ! ,(fice ( ,community ,ori5t$ ,polic+ ,s]vices1 & ! ,director ( ! ,(fice on ,viol5ce ,aga9/ ,wom51 %all use am\nts appropriat$ by subsection 7a7-- 7#a7 to aw>d competitive grants or contracts to units ( local gov]nm5t1 ,/ates1 ! ,di/rict ( ,columbia1 ,indian ,tribes1 nonpr(it community-bas$ organizations1 victim s]vices provid]s1 or o!r entities z det]m9$ by ! ,attorney ,g5]al1 to support evid5ce-in=m$ int]v5tion /rategies to r$uce community viol5ce2 7#b7 to support tra9+1 te*nical assi/ance1 rese>*1 evaluation1 & data collection on /rategies to effectively r$uce community viol5ce & ensure public safety2 & 7#c7 to support rese>*1 evaluation1 & data collection on ! diff]+ impact ( community viol5ce on demographic categories4 ,c ,antitru/ #fbjja4 ,antitru/ division ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,attorney ,g5]al = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = necess>y exp5ses = ! ,dep>tm5t ( ,ju/ice ,antitru/ ,division = c>ry+ out "w ( ! ,division relat$ to competition or en=cem5t ( ! antitru/ laws4 #fbjjb4 ,f$]al trade commission fund+ = unfair competition & antitru/ en=cem5t "w ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,f$]al ,trade ,commission = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out "w ( ! ,commission relat$ to unfair me?ods ( competition or en=cem5t ( ! antitru/ laws4 ,d ,rev5ue ,matt]s #fcjja4 ,additional appropriation = en=cem5t relat+ to ,f$]al income tax evasion ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,attorney ,g5]al = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dih1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = necess>y exp5ses = ! ,dep>tm5t ( ,ju/ice ,tax ,division = purposes ( en=c+ ,f$]al laws aga9/ tax evasion1 includ+ by pursu+ civil cases or prosecut+ crim9al violations4 ,,vii ,,committee ,,on ,,natural ,,res\rces ,a ,native ,am]ican & ,native ,hawaiian ,affairs #gjaja4 ,tribal climate resili5ce 7a7 ,tribal climate resili5ce & adaptation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dda1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ,tribal climate resili5ce & adaptation programs4 7b7 ,bureau ( ,indian ,affairs fi% hat*]ies ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ai1fjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = fi% hat*]y op]ations & ma9t5ance programs ( ! ,bureau ( ,indian ,affairs4 7c7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #i1djj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! adm9i/rative co/s ( c>ry+ out ?is section4 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>+ or mat*+ requirem5ts 7d7 ,small & ne$y program ,am\nts made available "u ?is section %all be exclud$ f ! calculation ( funds receiv$ by ^? ,tribal gov]nm5ts t p>ticipate 9 ! ,small & ,ne$y program4 7e7 ,di/ribution2 use ( funds ,am\nts made available "u ?is section t are di/ribut$ to ,indian ,tribes & ,tribal organizations = s]vices pursuant to a self-det]m9ation contract 7z def9$ 9 subsection 7j7 ( section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd7;j777 or a self-gov]nance compact ent]$ into pursuant to subsection 7a7 ( section #djd ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecfd7;a77-- 7#a7 %all be di/ribut$ on a #a-"t basis2 7#b7 %all n be "p ( ! am\nt requir$ by subsections 7a7 ?r\gh 7b7 ( section #ajf ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecbe7;a7-7b772 & 7#c7 %all only be us$ = ! purposes id5tifi$ "u ! applicable subsection4 #gjajb4 ,native ,hawaiian climate resili5ce 7a7 ,native ,hawaiian climate resili5ce & adaptation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,s5ior ,program ,director ( ! ,(fice ( ,native ,hawaiian ,relations = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #di1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out1 ?r\gh f9ancial assi/ance1 te*nical assi/ance1 direct exp5diture1 grants1 contracts1 or coop]ative agreem5ts1 climate resili5ce & adaptation activities t s]ve ! ,native ,hawaiian ,community4 7b7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,s5ior ,program ,director ( ! ,(fice ( ,native ,hawaiian ,relations = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! adm9i/rative co/s ( c>ry+ out ?is section4 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>+ or mat*+ requirem5ts4 #gjajc4 ,tribal electrification program 7a7 ,tribal electrification program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bid1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 =-- 7#a7 ! provision ( electricity to unelectrifi$ ,tribal homes ?r\gh r5ewable en]gy sy/ems2 7#b7 transition+ electrifi$ ,tribal homes to r5ewable en]gy sy/ems2 & 7#c7 associat$ home repairs & retr(itt+ necess>y to in/all ! r5ewable en]gy sy/ems au?oriz$ "u p>agraphs 7#a7 & 7#b74 7b7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #f1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! adm9i/rative co/s ( c>ry+ out ?is section4 7c7 ,small & ne$y program ,am\nts made available "u ?is section %all be exclud$ f ! calculation ( funds receiv$ by ^? ,tribal gov]nm5ts t p>ticipate 9 ! ,small & ,ne$y program4 7d7 ,di/ribution2 use ( funds ,am\nts made available "u ?is section t are di/ribut$ to ,indian ,tribes & ,tribal organizations = s]vices pursuant to a self-det]m9ation contract 7z def9$ 9 subsection 7j7 ( section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd7;j777 or a self-gov]nance compact ent]$ into pursuant to subsection 7a7 ( section #djd ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecfd7;a77-- 7#a7 %all be di/ribut$ on a #a-"t basis2 7#b7 %all n be "p ( ! am\nt requir$ by subsections 7a7 ?r\gh 7b7 ( section #ajf ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecbe7;a7-7b772 & 7#c7 %all only be us$ = ! purposes id5tifi$ "u ! applicable subsection4 #gjajd4 ,em]g5cy dr\ght relief = ,tribes ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,commission] ( ! ,bureau ( ,reclamation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ne>-t]m dr\ght relief actions to mitigate dr\ght impacts = ,indian ,tribes t are impact$ by ! op]ation ( a ,bureau ( ,reclamation wat] project1 includ+ ?r\gh direct f9ancial assi/ance to address dr9k+ wat] %ortages & to mitigate ! loss ( ,tribal tru/ res\rces4 #gjaje4 ,native ,am]ican ,consultation ,res\rce ,c5t] 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ! ,int]ior = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cc1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to e/abli% & adm9i/] a ,native ,am]ican ,consultation ,res\rce ,c5t] 7! au?ority = :i* %all expire on ,septemb] #cj1 #bjca7 to provide tra9+ & te*nical assi/ance to support ,f$]al consultation & coord9ation responsibilities relat+ to-- 7#a7 ! protection ( ! natural & cultural res\rces ( ,native ,am]icans2 7#b7 l& use plann+ & developm5t t impacts ,tribal ,gov]nm5ts1 ,alaska ,native ,corporations1 & ! ,native ,hawaiian ,community2 & 7#c7 infra/ructure projects t impact ,tribal ,gov]nm5ts1 ,alaska ,native ,corporations1 & ! ,native ,hawaiian ,community4 7b7 ,def9ition ,9 ?is section3 7#a7 ,alaska ,native ,corporation ,! t]m ,alaska ,native ,corporation has ! mean+ giv5 ! t]m 9 subsection 7m7 ( section #c ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7m774 7#b7 ,native ,am]ican ,! t]m ,native ,am]ican means-- 7,a7 an ,indian 7z def9$ 9 subsection 7d7 ( section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd7;d7772 7,b7 a ,native ,hawaiian 7z def9$ 9 item 7#aj7 ( section #b ( ! ,native ,am]ican ,graves ,protection & ,repatriation ,act 7#be ,u4,s4,c4 #cjja7aj7772 & 7,c7 a ,native 7z def9$ 9 subsection 7b7 ( section #c ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7;b7774 7#c7 ,tribal ,gov]nm5t ,! t]m ,tribal ,gov]nm5t means ! recogniz$ gov]n+ body ( any ,indian or ,alaska ,native tribe1 b&1 nation1 pueblo1 village1 community1 compon5t b&1 or compon5t res]vation1 individually id5tifi$ 7includ+ p>5!tically7 9 ! li/ publi%$ mo/ rec5tly z ( ! date ( enactm5t ( ?is p>agraph pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid 7#be ,u4,s4,c4 #eaca74 #gjajf4 ,indian ,heal? ,s]vice 7a7 ,ma9t5ance & improvem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ide1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ma9t5ance & improvem5t ( facilities op]at$ by ! ,indian ,heal? ,s]vice or pursuant to a self-det]m9ation contract 7z def9$ 9 subsection 7j7 ( section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd7;j777 or a self-gov]nance compact ent]$ into pursuant to subsection 7a7 ( section #djd ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecfd7;a774 7b7 ,m5tal heal? & sub/ance use disord]s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #abc1gaf1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = m5tal heal? & sub/ance use prev5tion & treatm5t s]vices1 includ+ facility r5ovation1 con/ruction1 or expansion relat+ to m5tal heal? & sub/ance use prev5tion & treatm5t s]vices4 7c7 ,priority heal? c>e facilities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = projects id5tifi$ ?r\gh ! heal? c>e facility priority sy/em e/abli%$ & ma9ta9$ pursuant to subp>agraph 7,a7 ( p>agraph 7#a7 ( subsection 7c7 ( section #cja ( ! ,indian ,heal? ,c>e ,improvem5t ,act 7#be ,u4,s4,c4 #afca7;c77#a77;,a774 7d7 ,small ambulatory ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = small ambulatory con/ruction4 7e7 ,urban ,indian organizations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 =1 not)/&+ section #eji ( ! ,indian ,heal? ,c>e ,improvem5t ,act 7#be ,u4,s4,c4 #afei71 ! r5ovation1 con/ruction1 expansion1 equipp+1 & improvem5t ( facilities own$ or leas$ by an ,urban ,indian organization 7z def9$ 9 item 7#bi7 ( section #d ( t ,act 7#be ,u4,s4,c4 #afjc7bi7774 7f7 ,epidemiology c5t]s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! epidemiology c5t]s e/abli%$ "u p>agraphs 7#a7 ?r\gh 7#b7 ( subsection 7a7 ( section #bad ( ! ,indian ,heal? ,c>e ,improvem5t ,act 7#be ,u4,s4,c4 #afbam7a77#a7-7b774 7g7 ,environm5tal heal? & facilities support activities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aac1bhd1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = environm5tal heal? & facilities support activities ( ! ,indian ,heal? ,s]vice4 7h7 ,di/ribution2 use ( funds ,am\nts appropriat$ "u ?is section t are di/ribut$ to ,indian ,tribes & ,tribal organizations = s]vices pursuant to a self-det]m9ation contract 7z def9$ 9 subsection 7j7 ( section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd7;j777 or a self-gov]nance compact ent]$ into pursuant to subsection 7a7 ( section #djd ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecfd7;a77-- 7#a7 %all be di/ribut$ on a #a-"t basis2 7#b7 %all n be "p ( ! am\nt requir$ by subsections 7a7 ?r\gh 7b7 ( section #ajf ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecbe7;a7-7b772 & 7#c7 %all only be us$ = ! purposes id5tifi$ "u ! applicable subsection4 #gjajg4 ,tribal public safety 7a7 ,public safety & ju/ice ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,assi/ant ,secret>y = ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dij1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = public safety & ju/ice programs & con/ruction4 7b7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,assi/ant ,secret>y = ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! adm9i/rative co/s ( c>ry+ out ?is section4 7c7 ,small & ne$y program ,am\nts made available "u ?is section %all be exclud$ f ! calculation ( funds receiv$ by ^? ,tribal gov]nm5ts t p>ticipate 9 ! ,small & ,ne$y program4 7d7 ,di/ribution2 use ( funds ,am\nts made available "u ?is section t are di/ribut$ to ,indian ,tribes & ,tribal organizations = s]vices pursuant to a self-det]m9ation contract 7z def9$ 9 subsection 7j7 ( section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd7;j777 or a self-gov]nance compact ent]$ into pursuant to subsection 7a7 ( section #djd ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecfd7;a77-- 7#a7 %all be di/ribut$ on a #a-"t basis2 7#b7 %all n be "p ( ! am\nt requir$ by subsections 7a7 ?r\gh 7b7 ( section #ajf ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecbe7;a7-7b772 & 7#c7 %all only be us$ = ! purposes id5tifi$ "u ! applicable subsection4 #gjajh4 ,bureau ( ,indian ,affairs & ,tribal roads 7a7 ,roads ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gae1djj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,bureau ( ,indian ,affairs ,road ,sy/em & ,tribal transportation facilities 7z def9$ 9 p>agraph 7#ca7 ( subsection 7a7 ( section #aja ( title #bc1 ,unit$ ,/ates ,code7-- 7#a7 = road ma9t5ance2 7#b7 = plann+1 design1 con/ruction1 & recon/ruction activities2 & 7#c7 to address ! def]r$ road ma9t5ance backlog at ! ,bureau ( ,indian ,affairs4 7b7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ad1fjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! adm9i/rative co/s ( c>ry+ out ?is section4 ,b ,national ,oceanic & ,atmosph]ic ,adm9i/ration #gjbja4 ,inve/+ 9 coa/al communities & climate resili5ce 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #f1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide fund+ ?r\gh direct exp5diture1 contracts1 grants1 coop]ative agreem5ts1 or te*nical assi/ance to coa/al /ates 7z def9$ 9 p>agraph 7#d7 ( section #cjd ( ! ,coa/al ,zone ,managem5t ,act ( #aigb 7#af ,u4,s4,c4 #adec7d7771 ! ,di/rict ( ,columbia1 ,tribal ,gov]nm5ts1 nonpr(it organizations1 local gov]nm5ts1 & in/itutions ( high] education 7z def9$ 9 subsection 7a7 ( section #aja ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajja7;a7771 = ! cons]vation1 re/oration1 & protection ( coa/al & m>9e habitats & res\rces1 includ+ fi%]ies1 to enable coa/al communities to prep>e = extreme /orms & o!r *ang+ climate conditions1 & = projects t support natural res\rces t su/a9 coa/al & m>9e res\rce dep5d5t communities1 & = relat$ adm9i/rative exp5ses4 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>+ or mat*+ requirem5ts4 7b7 ,tribal ,gov]nm5t ,def9$ ,9 ?is section1 ! t]m ,tribal ,gov]nm5t means ! recogniz$ gov]n+ body ( any ,indian or ,alaska ,native tribe1 b&1 nation1 pueblo1 village1 community1 compon5t b&1 or compon5t res]vation1 individually id5tifi$ 7includ+ p>5!tically7 9 ! li/ publi%$ mo/ rec5tly z ( ! date ( enactm5t ( ?is subsection pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid 7#be ,u4,s4,c4 #eaca74 #gjbjb4 ,pacific salmon re/oration & cons]vation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! purposes ( support+ ! re/oration & cons]vation ( ,pacific salmon & /eelhead populations & ! habitat ( ^? populations1 includ+ by improv+ climate resili5ce & climate adaptation1 & = relat$ adm9i/rative exp5ses4 #gjbjc4 ,m>9e fi%]ies infra/ructure 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #djj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = grants to ,/ates & ,tribal ,gov]nm5ts1 to repair1 replace1 & upgrade hat*]y infra/ructure = ! production ( a fi%]y 7z def9$ 9 p>agraph 7#ac7 ( section #c ( ! ,magnuson-,/ev5s ,fi%]y ,cons]vation & ,managem5t ,act 7#af ,u4,s4,c4 #ahjb7ac777 t is includ$ 9 a fi%]y managem5t plan or plan am5dm5t approv$ by ! ,secret>y ( ,comm]ce "u subsection 7a7 ( section #cja ( ! ,magnuson-,/ev5s ,fi%]y ,cons]vation & ,managem5t ,act 7#af ,u4,s4,c4 #ahea7;a771 & = relat$ adm9i/rative exp5ses4 7b7 ,tribal ,gov]nm5t ,9 ?is section1 ! t]m ,tribal ,gov]nm5t means ! recogniz$ gov]n+ body ( any ,indian or ,alaska ,native tribe1 b&1 nation1 pueblo1 village1 community1 compon5t b&1 or compon5t res]vation1 individually id5tifi$ 7includ+ p>5!tically7 9 ! li/ publi%$ mo/ rec5tly z ( ! date ( enactm5t ( ?is subsection pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid 7#be ,u4,s4,c4 #eaca74 #gjbjd4 ,m>9e fi%]ies & m>9e mammal /ock assessm5ts1 surveys1 & rese>* & managem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = purposes ( ,f$]al fi%]ies managem5t1 m>9e fi%]ies cons]vation1 & m>9e mammal rese>*1 includ+ fi%]ies & m>9e mammal /ock assessm5ts1 m>9e fi%]ies data collection1 surveys1 sci5tific rese>*1 & managem5t1 acquisition ( electronic monitor+ equipm5t = fi%]y p>ticipants1 transitional ge> rese>*1 & ecosy/em-bas$ assessm5ts 9 support ( m>9e fi% species1 includ+ fi%]ies manag$ "u section #cjc ( ! ,magnuson-,/ev5s ,fi%]y ,cons]vation & ,managem5t ,act 7#af ,u4,s4,c4 #ahec7 & subsection 7a7 ( section #aag ( ! ,m>9e ,mammal ,protection ,act ( #aigb 7#af ,u4,s4,c4 #achf7;a774 #gjbje4 ,facilities ( ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration & ,national ,m>9e ,sanctu>ies 7a7 ,national ,oceanic & ,atmosph]ic ,adm9i/ration ,facilities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! con/ruction ( new facilities 7includ+ facilities 9 ne$ ( replacem5t7 includ+ pi]s1 m>9e op]ations facilities1 & fi%]ies laboratories4 7b7 ,national m>9e sanctu>ies facilities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! con/ruction ( facilities to support ! ,national ,m>9e ,sanctu>y ,sy/em e/abli%$ "u subsection 7c7 ( section #cja ( ! ,national ,m>9e ,sanctu>ies ,act 7#af ,u4,s4,c4 #adca7;c774 #gjbjf4 ,,noaa ,effici5t & ,effective ,reviews ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide = ! developm5t ( m effici5t1 accurate1 & timely reviews = plann+1 p]mitt+ & approval processes ?r\gh ! hir+ & tra9+ ( p]sonnel1 ! developm5t ( programmatic docum5ts1 ! procurem5t ( te*nical or sci5tific s]vices = reviews1 ! developm5t ( environm5tal data or in=mation sy/ems1 /akehold] & community engagem5t1 ! pur*ase ( new equipm5t = environm5tal analysis1 & ! developm5t ( geographic in=mation sy/ems & o!r analysis tools1 te*niques1 & guidance to improve ag5cy transp>5cy1 acc\ntability1 & public engagem5t4 #gjbjg4 ,seafood import monitor+ program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to implem5t ! seafood import monitor+ program ( ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration4 ,c ,unit$ ,/ates ,fi% & ,wildlife ,s]vice #gjcja4 ,endang]$ ,species ,act recov]y plans ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ahj1jjj1jjj1 to rema9 available until exp5d$1 = ! purposes ( develop+ & implem5t+ recov]y plans "u p>agraphs 7#a71 7#c71 & 7#d7 ( subsection 7f7 ( section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc7;f774 #gjcjb4 ,isl& plant cons]vation 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1hej1jjj1 to rema9 available until exp5d$1 to make direct exp5ditures1 aw>d grants1 & ent] into contracts & coop]ative agreem5ts = ! purposes ( cons]v+ endang]$ species & ?reat5$ species ( plants 9 ! ,hawaiian ,isl&s & ! ,pacific ,isl& ,t]ritories ( ! ,unit$ ,/ates "u p>agraphs 7#a71 7#c71 & 7#d7 ( subsection 7f7 ( section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc7;f774 7b7 ,adm9i/rative exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 #gjcjc4 ,poll9ator cons]vation 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1hej1jjj1 to rema9 available until exp5d$1 to make direct exp5ditures1 aw>d grants1 & ent] into contracts & coop]ative agreem5ts = ! purposes ( cons]v+ endang]$ species & ?reat5$ species ( poll9ators 9 ! ,unit$ ,/ates "u p>agraphs 7#a71 7#c71 & 7#d7 ( subsection 7f7 ( section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc7;f774 7b7 ,adm9i/rative exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 #gjcjd4 ,mussel cons]vation 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1hej1jjj1 to rema9 available until exp5d$1 to make direct exp5ditures1 aw>d grants1 & ent] into contracts & coop]ative agreem5ts = ! purposes ( cons]v+ endang]$ species & ?reat5$ species ( fre%wat] mussels 9 ! ,unit$ ,/ates "u p>agraphs 7#a71 7#c71 & 7#d7 ( subsection 7f7 ( section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc7;f774 7b7 ,adm9i/rative exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 #gjcje4 ,des]t fi% cons]vation 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1hej1jjj1 to rema9 available until exp5d$1 to make direct exp5ditures1 aw>d grants1 & ent] into contracts & coop]ative agreem5ts = ! purposes ( cons]v+ endang]$ species & ?reat5$ species ( des]t fi% 9 ! ,unit$ ,/ates "u p>agraphs 7#a71 7#c71 & 7#d7 ( subsection 7f7 ( section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc7;f774 7b7 ,adm9i/rative exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 #gjcjf4 ,fund+ = ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice to address climate-induc$ wea!r ev5ts 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bdb1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to make direct exp5ditures1 aw>d grants1 & ent] into contracts & coop]ative agreem5ts = ! purposes ( rebuild+ & re/or+ units ( ! ,national ,wildlife ,refuge ,sy/em & ,/ate wildlife managem5t areas1 includ+ by-- 7#a7 address+ ! ?reat ( invasive species2 7#b7 increas+ ! resili5cy & capacity ( habitats & infra/ructure to )/& climate-induc$ wea!r ev5ts2 & 7#c7 r$uc+ ! am\nt ( damage caus$ by climate-induc$ wea!r ev5ts4 7b7 ,adm9i/rative co/s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #g1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 #gjcjg4 ,wildlife corridor cons]vation 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #i1gjj1jjj1 to rema9 available until exp5d$1 to c>ry out1 ?r\gh direct exp5ditures1 contracts1 grants1 & coop]ative agreem5ts1 activities necess>y =-- 7#a7 mapp+ wildlife corridors2 7#b7 ! cons]vation & re/oration ( wildlife corridors2 & 7#c7 address+ ! cons]vation & re/oration ( wildlife corridors-- 7,a7 on l& includ$ 9 ! ,national ,wildlife ,refuge ,sy/em2 & 7,b7 on private l& ?r\gh-- 7i7 ! ,p>tn]s = ,fi% & ,wildlife ,program ( ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice2 & 7ii7 ! ,coa/al ,program ( ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice4 7b7 ,adm9i/rative co/s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 #gjcjh4 ,grassl& re/oration 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ch1hjj1jjj1 to rema9 available until exp5d$ to make direct exp5ditures1 aw>d grants1 & ent] into contracts & coop]ative agreem5ts = c>ry+ out ! protection & re/oration ( grassl& habitats4 7b7 ,adm9i/rative co/s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1bjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 ,d ,wat] ,res\rces ,rese>* & ,te*nology ,in/itutes #gjdja4 ,wat] ,res\rces ,rese>* & ,te*nology ,in/itutes ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,geological ,survey = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = grants & o!r f9ancial assi/ance to wat] res\rces rese>* & te*nology in/itutes1 c5t]s1 & equival5t ag5cies4 ,e ,c\ncil on ,environm5tal ,quality #gjeja4 ,environm5tal & climate data collection ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,*air ( ! ,c\ncil on ,environm5tal ,quality = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fe1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf-- 7#a7 to support data collection ef=ts relat+ to-- 7,a7 disproportionate negative environm5tal h>ms & climate impacts2 & 7,b7 cumulative impacts ( pollution & temp]ature rise2 7#b7 to e/abli%1 exp&1 & ma9ta9 ef=ts to track disproportionate burd5s & cumulative impacts1 includ+ academic & work=ce support = analytics & in=matics infra/ructure & data collection sy/ems2 & 7#c7 to support ef=ts to ensure t any mapp+ or scre5+ tool is accessible to community-bas$ organizations & community memb]s4 #gjejb4 ,c\ncil on environm5tal quality effici5t & effective environm5tal reviews ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,*air ( ! ,c\ncil on ,environm5tal ,quality = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! ,c\ncil on ,environm5tal ,quality's functions & = ! purposes ( tra9+ p]sonnel1 develop+ programmatic environm5tal docum5ts1 & develop+ tools1 guidance1 & te*niques to improve /akehold] & community engagem5t4 ,f ,dep>tm5t ( ! ,int]ior ,effici5t & ,effective ,reviews #gjfja4 ,dep>tm5t ( ! ,int]ior ,effici5t & ,effective ,reviews ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ! ,int]ior = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide = ! developm5t ( m effici5t1 accurate1 & timely reviews = plann+1 p]mitt+1 & approval processes = ! ,national ,p>k ,s]vice1 ! ,bureau ( ,l& ,managem5t1 ! ,bureau ( ,ocean ,en]gy ,managem5t1 ! ,bureau ( ,reclamation1 ! ,bureau ( ,safety & ,environm5tal ,en=cem5t1 & ! ,(fice ( ,surface ,m9+ ,reclamation & ,en=cem5t ?r\gh ! hir+ & tra9+ ( p]sonnel1 ! developm5t ( programmatic docum5ts1 ! procurem5t ( te*nical or sci5tific s]vices = reviews1 ! developm5t ( environm5tal data or in=mation sy/ems1 /akehold] & community engagem5t1 ! pur*ase ( new equipm5t = environm5tal analysis1 & ! developm5t ( geographic in=mation sy/ems & o!r analysis tools1 te*niques1 & guidance to improve ag5cy transp>5cy1 acc\ntability1 & public engagem5t4 ,g ,public ,l&s #gjgja4 ,national p>ks & public l&s cons]vation & resili5ce ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ! ,int]ior = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out projects = ! cons]vation1 protection1 & resili5cy ( l&s & res\rces adm9i/]$ by ! ,national ,p>k ,s]vice & ,bureau ( ,l& ,managem5t4 ,none ( ! funds provid$ "u ?is section %all be subject to co/-%>e or mat*+ requirem5ts4 #gjgjb4 ,national p>ks & public l&s cons]vation & ecosy/em re/oration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ! ,int]ior = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out cons]vation1 ecosy/em & habitat re/oration projects on l&s adm9i/]$ by ! ,national ,p>k ,s]vice & ,bureau ( ,l& ,managem5t4 ,none ( ! funds provid$ "u ?is section %all be subject to co/-%>e or mat*+ requirem5ts4 #gjgjc4 ,l&s ,projects 7a7 ,def9itions ,) reg>d to ?is section3 7#a7 ,appropriate cons]vation projects ,! t]m appropriate cons]vation projects means any project = ! cons]vation1 re/oration1 con/ruction1 or rehabilitation ( natural1 cultural1 hi/oric1 ar*aeological1 recreational1 or sc5ic res\rces on public l&s adm9i/]$ by ! ,national ,p>k ,s]vice or ,bureau ( ,l& ,managem5t4 7#b7 ,resili5cy or re/oration projects ,! t]m re/oration or resili5cy projects means any project fund$ "u sections #gjgja & #gjgjb4 7b7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ! ,int]ior = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide fund+1 includ+ all exp5ses necess>y to provide fund+1 ?r\gh direct exp5diture1 grants1 contracts1 or coop]ative agreem5ts1 to p]=m appropriate cons]vation projects or resili5cy or re/oration projects1 includ+ all exp5ses necess>y to c>ry out su* projects1 on public l&s adm9i/]$ by ! ,national ,p>k ,s]vice & ,bureau ( ,l& ,managem5t4 ,none ( ! funds provid$ "u ?is section %all be subject to co/-%>e or mat*+ requirem5ts4 #gjgjd4 ,wildfire managem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ! ,int]ior = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = wildl& fire managem5t by ! ,bureau ( ,l& ,managem5t or ,national ,p>k ,s]vice1 includ+ improvem5t1 relocation1 r5ovation1 or con/ruction ( firefight+ facilities2 r$uction ( wildfire haz>ds to communities ?r\gh fuels projects )9 ! wildl&-urban int]face2 burn$ area rehabilitation2 rural fire assi/ance2 = sal>ies & exp5ses = wildl& firefight]s2 wildfire-relat$ in=mation te*nology & geospatial analysis2 deploym5t ( remote s5s+ te*nologies2 wildfire sci5ce & rese>*1 includ+ fire%$ mapp+2 &1 ?r\gh ! ,(fice ( ,aviation ,s]vices1 pur*ase1 lease or contract ( fix$-w+ aircraft1 & ! assessm5t & deploym5t ( te*nologies to limit disruptions to firefight+ op]ations at night1 9 a degrad$ visual environm5t1 & by unau?oriz$ unmann$ aircraft sy/em1 includ+ ! feasibility ( optionally-pilot$ rotor-w+ aircraft & conta9]iz$ ret>dant-deliv]y sy/ems4 #gjgje4 ,national ,p>k ,s]vice ,def]r$ ,ma9t5ance & ,dep>tm5t ( ! ,int]ior ,h\s+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ! ,int]ior = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #djj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out priority def]r$ ma9t5ance projects1 :i* may include resolv+ directly-relat$ infra/ructure defici5cies1 includ+ ?r\gh direct exp5ditures or transf] au?ority1 )9 ! b\nd>ies ( ! ,national ,p>k ,sy/em & to provide h\s+1 includ+ exp5ses necess>y to provide h\s+1 =-- 7#a7 field employees ( ! ,national ,p>k ,s]vice pursuant to sub*apt] ,,iii ( *apt] #ajac ( title #ed1 ,unit$ ,/ates ,code2 7#b7 field employees ( ! ,bureau ( ,l& ,managem5t 9 a mann] simil> to ! provision ( h\s+ "u p>agraph 7#a72 & 7#c7 p>ticipants 9 corps programs p]=m+ appropriate cons]vation projects or resili5cy & re/oration projects "u grants1 contracts1 or coop]ative agreem5ts ) ! ,national ,p>k ,s]vice or ! ,bureau ( ,l& ,managem5t 9 a mann] simil> to ! provision ( h\s+ "u p>agraph 7#a74 #gjgjf4 ,urban p>ks ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,national ,p>k ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out direct1 competitive grants to localities = acquisition ( l& or int]e/s 9 l&1 or = developm5t ( recreation facilities to create or significantly enhance access to p>ks or outdoor recreation 9 urban areas1 subject to ! conditions t no prop]ty acquir$ or develop$ ) fund+ "u ?is section %all be conv]t$ to uses o!r ?an public outdoor recreation )\t ! approval ( ! ,secret>y4 ,su* approval %all require assurances z ! ,secret>y consid]s necess>y to ensure ! sub/itution ( o!r recreational prop]ties ( equival5t or great] fair m>ket value & ( equival5t usefulness & accessibility4 #gjgjg4 ,hi/oric pres]vation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,national ,p>k ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide fund+ ?r\gh direct exp5diture1 contracts1 grants1 coop]ative agreem5ts1 or te*nical assi/ance to ,/ates1 ,indian ,tribes1 ! ,di/rict ( ,columbia1 & ,t]ritories to c>ry out pres]vation or hi/oric pres]vation z def9$ by section #cjjcae ( title #ed1 ,unit$ ,/ates ,code4 #gjgjh4 ,national h]itage areas ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,national ,p>k ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out fund+ = ,national ,h]itage ,area ,p>tn]%ips1 includ+ fund+ 9 fiscal ye> #bjbb = any national h]itage area1 national h]itage corridor1 cultural h]itage corridor1 national h]itage p>tn]%ip1 national h]itage canalway1 national h]itage r\te1 & battlefields national hi/oric di/rict au?oriz$ to receive ,f$]al funds z ( ,septemb] #a1 #bjba4 #gjgji4 ,)drawals ,! ,secret>y ( ! ,int]ior %all1 on or be=e ,june #cj1 #bjbd1 )draw1 p]man5tly or = a set t]m & subject to valid exi/+ rights1 l&s or int]e/ 9 l&s adm9i/]$ by ! ,bureau ( ,l& ,managem5t f entry1 appropriation1 disposal1 location1 leas+1 p]mitt+1 & pat5t4 ,)drawals made "u ?is section %all result 9 an aggregate r$uction ( receipts payable to ! ,treasury betwe5 ! date ( ! enactm5t ( ?is section & ! end ( fiscal ye> #bjca ( #aj1jjj1jjj4 #gjgaj4 ,national p>k s]vice employees ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ! ,int]ior = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjcj1 to hire employees 9 units ( ! ,national ,p>k ,sy/em4 ,h ,dr\ght ,response & ,prep>$ness #gjhja4 ,bureau ( ,reclamation ,dome/ic wat] supply projects 7a7 ,fund+ = dome/ic wat] supply projects ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,commission] ( ! ,bureau ( ,reclamation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #eej1jjj1jjj1 to rema9 available until exp5d$1 = grants1 contracts1 or f9ancial assi/ance agreem5ts = disadvantag$ communities 7id5tifi$ accord+ to crit]ia adopt$ by ! ,commission]7 9 a mann] z det]m9$ by ! ,commission] = up to #ajj p]c5t ( ! co/ ( ! plann+1 design1 or con/ruction ( wat] projects ! prim>y purpose ( :i* is to provide dome/ic wat] supplies to communities or h\seholds t d n h reliable access to dome/ic wat] supplies 9 a ,/ate or t]ritory describ$ 9 ! fir/ section ( ! ,act ( ,june #ag1 #aijb 7#dc ,u4,s4,c4 #cia2 #cb ,/at4 #chh1 *apt] #ajic74 7b7 ,additional fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,commission] ( ! ,bureau ( ,reclamation = fiscal ye> #bjcb & ea* fiscal ye> !reaft]1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 = grants1 contracts1 or f9ancial assi/ance agreem5ts = disadvantag$ communities 7id5tifi$ accord+ to crit]ia adopt$ by ! ,commission]7 9 a mann] z det]m9$ by ! ,commission] = up to #ajj p]c5t ( ! co/ ( ! plann+1 design1 or con/ruction ( wat] projects ! prim>y purpose ( :i* is to provide dome/ic wat] supplies to communities or h\seholds t d n h reliable access to dome/ic wat] supplies 9 a ,unit$ ,/ates t]ritory or a ,we/]n ,/ate 7z describ$ 9 item 7#f7 ( section #cjjb ( ! ,we/]n ,wat] ,policy ,review ,act ( #aiib74 #gjhjb4 ,l>ge scale wat] reuse 7a7 ,def9itions ,9 ?is section3 7#a7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a ,/ate1 ,indian ,tribe1 municipality1 irrigation di/rict1 wat] di/rict1 wa/ewat] di/rict1 or o!r organization ) wat] or p[] deliv]y au?ority2 7,b7 a ,/ate1 regional1 or local au?ority1 ! memb]s ( :i* include #a or m organizations ) wat] or p[] deliv]y au?ority2 or 7,c7 an ag5cy e/abli%$ "u ,/ate law = ! jo9t ex]cise ( p[]s or a comb9ation ( entities describ$ 9 subp>agraphs 7,a7 & 7,b74 7#b7 ,reclamation /ate ,! t]m ,reclamation ,/ate means a ,/ate or t]ritory describ$ 9 ! fir/ section ( ! ,act ( ,june #ag1 #aijb 7#cb ,/at4 #chh1 *apt] #ajic2 #dc ,u4,s4,c4 #cia74 7b7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,reclamation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide nonreimbursable grants on a competitive basis to eligible entities t %all n exce$ #be p]c5t ( ! total co/ ( an eligible project unless ! project advances at lea/ a proportionate %>e ( au?oriz$ nonreimbursable b5efits 7includ+ b5efits provid$ ?r\gh measurable r$uctions 9 wat] div]sions f a riv] bas9 t is associat$ ) or affect$ by1 or locat$ )9 ! same riv] bas9 z a ,f$]al reclamation project7 up to a maximum #ge p]c5t ( ! total co/s ( an eligible project1 to c>ry out ! plann+1 design1 & con/ruction ( projects to reclaim & reuse municipal1 indu/rial1 dome/ic1 or agricultural wa/ewat] or impair$ gr\nd or surface wat]s t h a total e/imat$ co/ ( m ?an #ejj1jjj1jjj & t provide b5efits to dr\ght /rick5 regions )9 ! ,reclamation ,/ates = ! purposes (-- 7#a7 help+ to advance wat] managem5t plans across a multi-/ate area1 su* z dr\ght cont+5cy plans 9 ! ,colorado ,riv] ,bas92 & 7#b7 provid+ multiple b5efits1 includ+ wat] supply reliability b5efits = dr\ght-/rick5 ,/ates1 ,indian ,tribes1 & communities1 & b5efits f measurable r$uctions 9 wat] div]sions4 ,! ,bureau ( ,reclamation %all n impose a total doll> cap on ,f$]al contributions t applies to all individual projects fund$ "u ?is section4 ,an eligible project %all n be consid]$ ineligible = assi/ance "u ?is section because ! project has receiv$ assi/ance au?oriz$ "u title ,,xvi ( ,public ,law #ajb-ege or section #djji ( ,public ,law #aad-cbb4 ,! ,bureau ( ,reclamation %all consid] ! plann+1 design1 & con/ruction ( an eligible project's conveyance sy/em to be eligible = grant fund+ "u ?is section4 #gjhjc4 ,address+ r$uc$ wat] availability = inl& wat] bodies ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,reclamation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide grants & ent] into contracts & coop]ative agreem5ts to c>ry out projects to mitigate ! impact ( r$uc$ wat] infl[s into inl& wat] bodies associat$ )1 affect$ by1 or locat$ )9 ! same riv] bas9 z a ,bureau ( ,reclamation wat] project1 to cov] up to #ej p]c5t ( ! total co/ ( ! project1 9 p>tn]%ip ) a ,/ate1 ,indian ,tribe1 municipality1 irrigation di/rict1 wat] di/rict1 wa/ewat] di/rict1 nonpr(it organization1 in/itution ( high] le>n+1 or an ag5cy e/abli%$ "u ,/ate law = ! jo9t ex]cise ( p[]s4 #gjhjd4 ,canal repair & improvem5t projects 7a7 ,conveyance repairs ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,reclamation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to provide nonreimbursable grants 9 a mann] z det]m9$ by ! ,secret>y ( ! ,int]ior 79 ?is section ref]r$ to z ! ,secret>y7 on a competitive basis to eligible entities t 9 aggregate %all n exce$ #cc p]c5t ( ! total co/ ( an eligible project to c>ry out ! plann+1 design1 & con/ruction ( projects to make major1 non-recurr+ ma9t5ance repairs to wat] conveyance facilities t d n enl>ge ! c>ry+ capacity ( a conveyance facility beyond ! capacity z previ\sly con/ruct$ = conveyance facilities 9 ne$ ( em]g5cy capacity re/oration due to subsid5ce & exp]i5c+ exceptional dr\ght = ! purposes ( increas+ dr\ght resili5cy1 prim>ily ?r\gh gr\ndwat] re*>ge4 7b7 ,sol> canal integration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,reclamation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! design1 /udy1 & implem5tation ( projects 7includ+ pilot & demon/ration projects7 to cov] conveyance facilities receiv+ grants "u subsection 7a7 ) sol> panels to g5]ate r5ewable en]gy 9 a mann] z det]m9$ by ! ,secret>y or = o!r sol> projects associat$ ) ,bureau ( ,reclamation projects t increase wat] effici5cy & assi/ 9 implem5tation ( clean en]gy goals4 ,i ,insul> ,affairs #gjija4 ,insul> affairs critical infra/ructure fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ! ,int]ior ,(fice ( ,insul> ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = critical infra/ructure 9 ! t]ritories4 #gjijb4 ,(fice ( insul> affairs climate *ange te*nical assi/ance 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ! ,int]ior ,(fice ( ,insul> ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bi1ajj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide te*nical assi/ance = climate *ange plann+1 mitigation1 adaptation1 & resili5ce to ,unit$ ,/ates ,insul> ,areas "u ! ,(fice ( ,insul> ,affairs4 7b7 ,adm9i/rative exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ! ,int]ior ,(fice ( ,insul> ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ijj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is section4 #gjijc4 ,def9itions ,= ! purposes ( ?is subtitle3 7#a7 ,t]ritories ,! t]m t]ritories means ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ,guam1 & ! ,virg9 ,isl&s ( ! ,unit$ ,/ates4 7#b7 ,unit$ /ates insul> areas ,! t]m ,unit$ ,/ates ,insul> ,areas means ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ,guam1 ,pu]to ,rico1 or ! ,virg9 ,isl&s ( ! ,unit$ ,/ates4 ,j ,(f%ore ,w9d #gajja4 ,r5ewable en]gy leas+ on ! out] cont95tal %elf ,! ,secret>y ( ! ,int]ior %all grant leases1 easem5ts1 & rights-(-way1 to produce or support production1 transportation1 or transmission ( electricity f r5ewable en]gy facilities on ! ,out] ,cont95tal ,%elf 9 ! areas id5tifi$ on ! map entitl$ ,out] ,cont95tal ,%elf ,l[] #dh ,/ates ,plann+ ,areas & dat$ ,octob] #ah1 #bjba1 z ! ,mid ,atlantic ,plann+ ,area1 ! ,s\? ,atlantic ,plann+ ,area1 ! ,/raits ( ,florida ,plann+ ,area1 & ! ,ea/]n ,gulf ( ,mexico ,plann+ ,area4 #gajjb4 ,(f%ore w9d = ! t]ritories ,! ,secret>y ( ! ,int]ior %all grant leases1 easem5ts1 & rights-(-way to produce or support production1 transportation1 or transmission ( electricity f r5ewable en]gy facilities 9 subm]g$ l&s seaw>d f ! coa/l9e ( ,pu]to ,rico1 ,guam1 ,am]ican ,samoa1 ! ,virg9 ,isl&s ( ! ,unit$ ,/ates1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s & ( :i* ! subsoil & seab$ app]ta9 to ! ,unit$ ,/ates & are subject to its jurisdiction & control4 ,! ,secret>y ( ! ,int]ior %all conduct w9d lease sales 9 said subm]g$ l&s if ! ,secret>y ( ! ,int]ior has det]m9$ t a w9d lease sale is feasible & issu$ a call = in=mation & nom9ations1 det]m9$ !re is suffici5t int]e/ 9 leas+ ! area1 & consult$ ) ! ,gov]nor ( ! t]ritory reg>d+ ! suitability ( ! area = w9d en]gy developm5t4 ,k ,prev5t+ ,damage f ,m9+ #gaaja4 ,fund+ to prev5t damage f m9+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,l& ,managem5t = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to revise rules & regulations to prev5t undue degradation ( public l&s due to h>drock m9+ activities4 ,l ,arctic ,national ,wildlife ,refuge #gabja4 ,repeal ( ! arctic national wildlife refuge oil & gas program ,section #bjjja ( ,public ,law #aae-ig is repeal$ & any leases issu$ pursuant to section #bjjja ( ,public ,law #aae-ig are h]eby cancell$ & all paym5ts relat$ to ! leases %all be return$ to ! lessee7s7 )9 #cj days ( enactm5t ( ?is section4 ,m ,out] ,cont95tal ,%elf ,oil & ,gas ,leas+ #gacja4 ,protection ( ! ea/]n gulf1 ,atlantic1 & pacific coa/s ,! ,secret>y ( ! ,int]ior may n issue a lease or any o!r au?orization = ! exploration1 developm5t1 or production ( oil or natural gas 9 any ( ! plann+ areas on ! ,out] ,cont95tal ,%elf 9 ! ,pacific ,region ,plann+ ,areas1 9 ! ,atlantic ,region ,plann+ ,areas1 or 9 ! ,ea/]n ,gulf ( ,mexico ,plann+ ,area id5tifi$ on ! map entitl$ ,out] ,cont95tal ,%elf ,l[] #dh ,/ates ,plann+ ,areas & dat$ ,octob] #ah1 #bjba4 ,n ,fossil ,fuel ,res\rces #gadja4 ,on%ore fossil fuel royalty rates ,all new on%ore oil & gas leases issu$ by ! ,secret>y ( ! ,int]ior %all be condition$ ^u ! paym5t ( a royalty at a rate ( #ah4ge p]c5t 9 am\nt or value ( ! production f ! lease4 ,be=e a t]m9at$ or cancell$ oil or gas lease may be re9/at$ by ! ,secret>y ( ! ,int]ior1 back royalties mu/ be paid1 & future royalties %all be at a rate ( #be p]c5t 9 am\nt or value ( ! production f ! lease4 #gadjb4 ,(f%ore oil & gas royalty rate ,all new (f%ore oil & gas leases on subm]g$ l&s ( ! out] ,cont95tal ,%elf grant$ by ! ,secret>y ( ! ,int]ior %all be condition$ ^u ! paym5t ( a royalty at a rate ( n less ?an #ad p]c5t 9 am\nt or value ( ! production f ! lease4 #gadjc4 ,oil & gas m9imum bid ,! on%ore m9imum acceptable bid *>g$ by ! ,secret>y ( ! ,int]ior %all be #aj p] acre on ,f$]al l&s 9 ! contigu\s ,unit$ ,/ates au?oriz$ to be leas$ by ! ,secret>y = production ( oil & gas4 ,! ,secret>y ( ! ,int]ior %all by regulation1 at lea/ once e #d ye>s1 adju/ ! doll> am\nt to reflect ! *ange 9 inflation4 #gadjd4 ,def]r$ coal bonus paym5ts ,! ,secret>y ( ! ,int]ior may n (f] ,f$]al coal leases "u a sy/em ( def]r$ bonus paym5t4 #gadje4 ,fossil fuel r5tal rates ,! ,secret>y ( ! ,int]ior %all require all on%ore oil & gas leases 9 ! contigu\s ,unit$ ,/ates to be condition$ ^u paym5t by ! lessee ( a r5tal ( #c p] acre p] ye> dur+ ! #b-ye> p]iod beg9n+ on ! date ! lease beg9s = new leases1 & aft] ! end ( su* two-ye> p]iod #e p] acre p] ye>4 ,! ,secret>y ( ! ,int]ior %all by regulation1 at lea/ once e #d ye>s1 adju/ ! doll> am\nts to reflect ! *ange 9 inflation4 ,a t]m9at$ on%ore oil & gas lease may n be re9/at$ )\t ! paym5t ( back r5tals & a requirem5t t future r5tals be at a rate ( #bj p] acre p] ye>4 #gadjf4 ,fossil fuel lease t]m l5g? 7a7 ,a new coal lease issu$ by ! ,secret>y ( ! ,int]ior %all be = a t]m ( t5 ye>s4 ,any lease :i* is n produc+ 9 comm]cial quantities at ! end ( #e ye>s %all be t]m9at$4 ,! aggregate numb] ( ye>s dur+ ! p]iod ( any lease = :i* advance royalties may be accept$ 9 lieu ( ! condition ( cont9u$ op]ation %all n exce$ #aj ye>s4 7b7 ,leases = exploration = & developm5t ( oil or gas 9 ! contigu\s ,unit$ ,/ates issu$ by ! ,secret>y ( ! ,int]ior %all be = a prim>y t]m ( #e ye>s4 #gadjg4 ,expression ( int]e/ fee 7a7 ,9 g5]al ,! ,secret>y ( ! ,int]ior %all *>ge any p]son :o submits an expression ( int]e/ 9 leas+ l& 9 ! contigu\s ,unit$ ,/ates available = disposition = exploration & developm5t ( oil or gas a fee 9 an am\nt det]m9$ by ! ,secret>y ( ! ,int]ior "u subsection 7b74 7b7 ,am\nt ,! fee au?oriz$ "u subsection 7a7 %all be e/abli%$ by ! ,secret>y ( ! ,int]ior 9 an am\nt t is det]m9$ by ! ,secret>y ( ! ,int]ior to be appropriate to cov] ! aggregate co/ ( process+ an expression ( int]e/ "u ?is section1 b n less ?an #ae p] acre & n m ?an #ej p] acre ( ! area cov]$ by ! applicable expression ( int]e/4 7c7 ,adju/m5t ( fee ,! ,secret>y ( ! ,int]ior %all1 by regulation at lea/ e #d ye>s1 e/abli% a high] expression ( int]e/ fee to reflect ! *ange 9 inflation4 #gadjh4 ,elim9ation ( noncompetitive leas+ ,! ,secret>y ( ! ,int]ior may n issue an oil or gas lease noncompetitively4 ,l& made available by ! ,secret>y ( ! ,int]ior = oil & gas leas+ = :i* no bid is accept$ or receiv$1 or ! l& = :i* a lease t]m9ates1 expires1 is cancell$1 or is rel9qui%$1 may only be made available by ! ,secret>y ( ! ,int]ior = a new r\nd ( seal$1 competitive bidd+4 #gadji4 ,oil & gas bond+ requirem5ts ,n lat] ?an #ah mon?s aft] ! date ( enactm5t ( ?is subtitle1 ! ,secret>y ( ! ,int]ior %all publi% a f9al rule 9 ! ,f$]al ,regi/] requir+ t an adequate bond1 surety1 or o!r f9ancial arrangem5t be provid$ by an oil or gas lessee prior to ! comm5cem5t ( surface-di/urb+ activities on an on%ore oil & gas lease issu$ by ! ,secret>y to ensure ! complete & timely re/oration & reclamation ( any l&1 wat]1 range1 or o!r environm5tal res\rces adv]sely affect$ by lease activities or op]ations aft] ! ab&onm5t or cessation ( oil & gas op]ations on ! lease4 ,! ,secret>y ( ! ,int]ior %all f9d t a bond1 surety or o!r f9ancial arrangem5t requir$ by rule or regulation is inadequate if x is = less ?an ! complete & timely reclamation ( ! lea/ tract1 ! re/oration ( any l&s or surface wat]s adv]sely affect$ by lease op]ations1 &1 9 ! case ( an idl$ well1 ! total plugg+ & reclamation co/s = ea* idl$ well controll$ by ! same op]ator4 #gadaj4 ,p]-acre lease fees 7a7 ,oil & gas lease fees ,! ,secret>y ( ! ,int]ior %all *>ge on%ore & (f%ore oil & gas leasehold]s ! foll[+ annual1 non-refundable fees3 7#a7 ,cons]vation ( res\rces fee ,!re is e/abli%$ a ,cons]vation ( ,res\rces ,fee ( #d p] acre p] ye> on new produc+ ,f$]al on%ore & (f%ore oil & gas leases4 7#b7 ,speculative leas+ fee ,!re is e/abli%$ a ,speculative ,leas+ ,fee ( #f p] acre p] ye> on new nonproduc+ ,f$]al on%ore & (f%ore oil & gas leases4 7b7 ,deposit ,all funds collect$ pursuant to subsection 7a7 %all be deposit$ into ! ,unit$ ,/ates ,treasury ,g5]al ,fund4 7c7 ,adju/m5t = inflation ,! ,secret>y ( ! ,int]ior %all1 by regulation at lea/ once e f\r ye>s1 adju/ ea* fee creat$ by subsection 7a7 to reflect any increase 9 inflation4 #gadaa4 ,(f%ore oil & gas inspection fees 7a7 ,9 g5]al 7#a7 ,e/abli%m5t ,! ,secret>y ( ! ,int]ior %all collect inspection fees f ! op]ators ( oil & gas facilities on ! out] cont95tal %elf subject to any environm5tal or safety regulation to prev5t or ameliorate bl[\ts1 fires1 spills1 spillages1 or major accid5ts-- 7,a7 at an aggregate level to (fset ! annual exp5ses ( su* inspections2 & 7,b7 us+ a s*$ule t reflect ! diff]5ces 9 complexity among ! classes ( facilities to be inspect$4 7#b7 ,adju/m5t = inflation ,= ea* fiscal ye> beg9n+ aft] fiscal ye> #bjbb1 ! ,secret>y ( ! ,int]ior %all adju/ ! am\nt ( ! fees collect$ "u ?is section = inflation4 7#c7 ,fees = fiscal ye> #bjbb 7,a7 ,annual fees ,= fiscal ye> #bjbb1 ! ,secret>y ( ! ,int]ior %all collect annual fees f ! op]ator ( facilities t are above ! wat]l9e1 exclud+ drill+ rigs1 & are 9 place at ! />t ( ! fiscal ye> 9 ! foll[+ am\nts3 7i7 #aa1gbe = facilities ) no wells1 b ) process+ equipm5t or ga!r+ l9es4 7ii7 #ah1ihd = facilities ) #a to #aj wells1 ) any comb9ation ( active or inactive wells4 7iii7 #ce1agf = facilities ) m ?an #aj wells1 ) any comb9ation ( active or inactive wells4 7,b7 ,fees = drill+ rigs ,= fiscal ye> #bjbb1 ! ,secret>y ( ! ,int]ior %all collect fees = ea* inspection f ! op]ators ( drill+ rigs 9 ! foll[+ am\nts3 7i7 #cd1jei p] inspection = rigs op]at+ 9 wat] dep?s ( #ejj feet or m4 7ii7 #ah1fdi p] inspection = rigs op]at+ 9 wat] dep?s ( less ?an #ejj feet4 7,c7 ,fees = non-rig units ,= fiscal ye> #bjbb1 ! ,secret>y ( ! ,int]ior %all collect fees = ea* inspection f ! op]ators ( well op]ations conduct$ via non-rig units 9 ! foll[+ am\nts3 7i7 #ac1bfj p] inspection = non-rig units op]at+ 9 wat] dep?s ( #b1ejj feet or m4 7ii7 #aa1ecj p] inspection = non-rig units op]at+ 9 wat] dep?s betwe5 #ejj & #b1dii feet4 7iii7 #d1dgj p] inspection = non-rig units op]at+ 9 wat] dep?s ( less ?an #ejj feet4 7b7 ,disposition ,am\nts collect$ z fees "u subsection 7a7 %all be deposit$ into ! g5]al fund ( ! ,treasury4 7c7 ,bill+ 7#a7 ,annual fees ,! ,secret>y ( ! ,int]ior %all bill designat$ op]ators "u subsection 7a77#c77;,a7 annually1 ) paym5t requir$ n lat] ?an #cj days aft] su* bill+4 7#b7 ,fees = drill+ rigs ,! ,secret>y ( ! ,int]ior %all bill designat$ op]ators "u subsection 7a77#c77;,b7 n lat] ?an #cj days aft] ! end ( ! mon? 9 :i* ! inspection occurr$1 ) paym5t requir$ n lat] ?an #cj days aft] su* bill+4 #gadab4 ,on%ore oil & gas inspection fees 7a7 ,9 g5]al ,! designat$ op]ator "u ea* oil & gas lease on ,f$]al l& or ea* unit & communitization agreem5t t includes "o or m su* ,f$]al leases t is subject to inspection & t is 9 =ce at ! />t ( ! fiscal ye> #bjba1 %all pay a nonrefundable annual inspection fee 9 an am\nt t1 except z provid$ 9 subsection 7b71 is e/abli%$ by ! ,secret>y ( ! ,int]ior by regulation & is suffici5t to recov] ! full co/s incurr$ by ! ,unit$ ,/ates = inspection & en=cem5t ) respect to su* leases4 7b7 ,am\nt ,until ! effective date ( regulations "u subsection 7a7-- 7#a7 ! am\nt ( ! fee = all ,/ates %all be #a1jjj = ea* lease1 unit1 or communitization agreem5t2 & 7#b7 ! ,secret>y ( ! ,int]ior may increase ! fees bas$ ^u ! actual co/s incurr$ = inspections4 7c7 ,assessm5t = fiscal ye> #bjbb ,= fiscal ye> #bjbb1 ! ,secret>y ( ! ,int]ior %all assess ! fee describ$ "u ?is section at #a1jjj = ea* lease1 unit1 or communitization agreem5t1 & %all provide notice ( su* assessm5t to ea* designat$ op]ator :o is liable = su* fee1 by n lat] ?an #fj days aft] ! date ( enactm5t ( ?is section4 #gadac4 ,sev]ance fees ,! ,secret>y ( ! ,int]ior %all collect annual1 non-refundable fees on fossil fuels produc$ f new leases on ,f$]al l&s & ! ,out] ,cont95tal ,%elf & deposit ! funds into ! ,unit$ ,/ates ,treasury ,g5]al ,fund4 ,su* fees %all be-- 7#a7 #j4ej p] b>rel ( oil equival5t on oil & natural gas produc$ f ,f$]al l&s & ! ,out] ,cont95tal ,%elf2 & 7#b7 #b p] metric ton ( coal produc$ f ,f$]al l&s4 #gadad4 ,idl$ well fees 7a7 ,9 g5]al ,! ,secret>y ( ! ,int]ior %all1 n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is section1 issue regulations to require ea* op]ator ( an idl$ well on ,f$]al l& & ! ,out] ,cont95tal ,%elf to pay an annual1 nonrefundable fee = ea* su* idl$ well 9 accordance ) ?is subsection4 7b7 ,am\nts ,except z provid$ 9 subsection 7d71 ! am\nt ( ! fee %all be z foll[s3 7#a7 #ejj = ea* well t has be5 consid]$ an idl$ well = at lea/ #a ye>1 b n m ?an #e ye>s4 7#b7 #a1ejj = ea* well t has be5 consid]$ an idl$ well = at lea/ #e ye>s1 b n m ?an #aj ye>s4 7#c7 #c1ejj = ea* well t has be5 consid]$ an idl$ well = at lea/ #aj ye>s1 b n m ?an #ae ye>s4 7#d7 #g1ejj = ea* well t has be5 consid]$ an idl$ well = at lea/ #ae ye>s4 7c7 ,due date ,an own] ( an idl$ well t is requir$ to pay a fee "u ?is section %all submit to ! ,secret>y ( ! ,int]ior su* fee by n lat] ?an ,octob] #a ( ea* ye>4 7d7 ,adju/m5t = inflation ,! ,secret>y ( ! ,int]ior %all1 by regulation n less ?an once e #d ye>s1 adju/ ea* fee "u ?is section to acc\nt = inflation4 7e7 ,deposit ,all funds collect$ pursuant to subsection 7a7 %all be deposit$ into ! ,unit$ ,/ates ,treasury ,g5]al ,fund4 7f7 ,idl$ well def9ition ,= ! purposes ( ?is section1 ! t]m idl$ well means a well t has be5 non-op]ational = at lea/ two consecutive ye>s & = :i* !re is no anticipat$ b5eficial future use4 #gadae4 ,annual pipel9e own]s fee 7a7 ,9 g5]al ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is section1 ! ,bureau ( ,safety & ,environm5tal ,en=cem5t %all issue regulations to assess an annual fee on own]s ( exi/+ & new (f%ore oil & gas pipel9es def9$ z ,,doi pipel9es "u #cj ,c4,f4,r4 #bej4ajja4 ,no portion ( su* fee t is pass$ on to a lessee may be d$uct$ z "p ( a lessee's transportation all[ance :5 calculat+ royalties due to ! ,unit$ ,/ates4 7b7 ,am\nts ,fees e/abli%$ "u ?is p>agraph %all be-- 7#a7 #aj1jjj p] mile = pipel9es 9 wat] ) a dep? ( #ejj feet or great]2 & 7#b7 #a1jjj p] mile = pipel9es 9 wat] dep? ( "u #ejj feet4 #gadaf4 ,royalties on all extract$ me?ane 7a7 ,9 g5]al ,except z provid$ 9 subsection 7b71 royalties paid = gas produc$ f ,f$]al l&s & on ! ,out] ,cont95tal ,%elf %all be assess$ on all gas produc$1 includ+-- 7#a7 gas us$ or consum$ )9 ! area ( ! lease tract = ! b5efit ( ! lease2 & 7#b7 all gas t is consum$ or lo/ by v5t+1 fl>+1 or fugitive releases ?r\gh any equipm5t dur+ up/ream op]ations4 7b7 ,exception ,subsection 7a7 %all n apply ) respect to gas v5t$ or fl>$ = n long] ?an #dh h\rs 9 an acute em]g5cy situation t poses a dang] to human heal?4 #gadag4 ,elim9ation ( royalty relief 7a7 ,limitation on au?ority ,! ,secret>y ( ! ,int]ior may n r$uce1 elim9ate1 or susp5d royalties or net pr(it %>e = any oil & gas leases on ! ,out] ,cont95tal ,%elf4 ,royalty relief may n be p]mitt$ on any future oil & gas leases on ! ,out] ,cont95tal ,%elf4 7b7 ,repeal ,section #ci ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bji7 is repeal$4 ,o ,unit$ ,/ates ,geological ,survey #gaeja4 ,unit$ ,/ates geological survey #c;d elevation program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,director ( ! ,unit$ ,/ates ,geological ,survey = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dg1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to produce1 collect1 dissem9ate1 & use #c;,d elevation data4 #gaejb4 ,climate adaptation sci5ce c5t]s ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,geological ,survey = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! ,regional & ,national ,climate ,adaptation ,sci5ce ,c5t]s to provide localiz$ in=mation to help communities respond to climate *ange4 ,fund+ provid$ "u ?is section %all only be execut$ ?r\gh exi/+ coop]ative agreem5ts ) non-,f$]al p>tn]s or us$ int]nally = ,unit$ ,/ates ,geological ,survey activities4 ,,viii ,committee on ,ov]sight & ,re=m #hjjja4 ,g5]al ,s]vices ,adm9i/ration ,clean ,fleets ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ,g5]al ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1iie1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! procurem5t ( z]o-emission & electric vehicles & relat$ co/s4 #hjjjb4 ,fund+ = ,g5]al ,s]vices ,adm9i/ration ,(fice ( ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,inspector ,g5]al ( ! ,g5]al ,s]vices ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to support ov]sight ( ,g5]al ,s]vices ,adm9i/ration activities implem5t$ pursuant to ?is ,act4 #hjjjc4 ,unit$ ,/ates ,po/al ,s]vice ,clean ,fleets ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,po/al ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 ! foll[+ am\nts1 to be deposit$ into ! ,po/al ,s]vice ,fund e/abli%$ "u section #bjjc ( title #ci1 ,unit$ ,/ates ,code3 7#a7 #b1egc1eej1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjca1 = ! pur*ase ( electric deliv]y vehicles4 7#b7 #c1daa1dej1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjca1 = ! pur*ase1 design1 & in/allation ( ! requisite infra/ructure to support electric deliv]y vehicles at facilities t ! ,unit$ ,/ates ,po/al ,s]vice owns or leases f non-,f$]al entities4 #hjjjd4 ,unit$ ,/ates ,po/al ,s]vice ,(fice ( ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,inspector ,g5]al ( ! ,unit$ ,/ates ,po/al ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjca1 to support ov]sight ( ,unit$ ,/ates ,po/al ,s]vice activities implem5t$ pursuant to ?is ,act4 #hjjje4 ,gov]nm5t ,acc\ntability ,(fice ,ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,comptroll] ,g5]al ( ! ,unit$ ,/ates = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = necess>y exp5ses ( ! ,gov]nm5t ,acc\ntability ,(fice to support ! ov]sight (-- 7#a7 ! di/ribution & use ( funds appropriat$ "u ?is ,act2 & 7#b7 :e!r ! economic1 social1 & environm5tal impacts ( ! funds describ$ 9 p>agraph 7#a7 are equitable4 #hjjjf4 ,(fice ( ,managem5t & ,budget ,ov]sight ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,director ( ! ,(fice ( ,managem5t & ,budget = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = necess>y exp5ses to-- 7#a7 support ! implem5tation ( ?is ,act2 & 7#b7 track labor1 equity1 & environm5tal /&>ds & p]=mance4 #hjjjg4 ,g5]al ,s]vices ,adm9i/ration ,em]g+ ,te*nologies ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ,g5]al ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ige1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = em]g+ & su/a9able te*nologies1 & relat$ su/a9ability & environm5tal programs4 #hjjjh4 ,g5]al ,s]vices ,adm9i/ration ,procurem5t & ,te*nology ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ,g5]al ,s]vices = fiscal ye> #bjbb out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! pur*ase ( goods1 s]vices1 & sy/ems to improve en]gy effici5cy1 promote ! pur*ase ( l[]-c>bon mat]ials1 & r$uce ! c>bon footpr9t4 #hjjji4 ,te*nology ,mod]nization ,fund ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ,g5]al ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! purposes ( ! ,te*nology ,mod]nization ,fund4 #hjjaj4 ,f$]al ,citiz5s ,s]vices ,fund ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/rator ( ,g5]al ,s]vices = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! purposes ( ! ,f$]al ,citiz5 ,s]vices ,fund4 #hjjaa4 ,in=mation ,te*nology ,ov]sight & ,re=m ,fund ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjbf1 #ej1jjj1jjj = ! ,in=mation ,te*nology ,ov]sight & ,re=m ,fund4 ,,ix ,committee on ,sci5ce1 ,space1 & ,te*nology #ijjja4 ,dep>tm5t ( en]gy rese>*1 developm5t1 & demon/ration activities 7a7 ,(fice ( ,en]gy ,effici5cy & ,r5ewable ,en]gy ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy ,(fice ( ,en]gy ,effici5cy & ,r5ewable ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out demon/ration projects1 includ+ demon/ration ( advanc$-- 7#a7 build+ te*nologies2 7#b7 sol> en]gy te*nologies2 7#c7 geo!rmal en]gy te*nologies2 7#d7 w9d en]gy te*nologies2 7#e7 wat] p[] te*nologies2 7#f7 bio5]gy te*nologies2 & 7#g7 vehicle te*nologies4 7b7 ,(fice ( ,sci5ce ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,sci5ce ( ! ,dep>tm5t ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjbf-- 7#a7 #ajj1jjj1jjj to c>ry out ! l[-dose radiation rese>* program e/abli%$ "u section #cjf7;c7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfdd7;c77#a772 7#b7 #bjj1jjj1jjj to c>ry out ! fusion mat]ials rese>* & developm5t program e/abli%$ "u section #cjg7;b7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;b772 7#c7 #bjj1jjj1jjj to c>ry out ! alt]native & enabl+ fusion en]gy concepts program e/abli%$ "u section #cjg7;e7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;e772 7#d7 #cbe1jjj1jjj to c>ry out ! mile/one-bas$ fusion en]gy developm5t program e/abli%$ "u section #cjg7;i7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;i772 7#e7 #adj1jjj1jjj to c>ry out ! program ( rese>* & te*nology developm5t 9 in]tial fusion = en]gy applications e/abli%$ "u section #cjg7;d7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;d772 & 7#f7 #bj1jjj1jjj to c>ry out ! fusion reactor sy/em design activities au?oriz$ 9 section #cjg7;j7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;j74 7c7 ,(fice ( fossil en]gy & c>bon managem5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy ,(fice ( ,fossil ,en]gy & ,c>bon ,managem5t = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out on-site demon/ration projects on ! r$uction ( environm5tal impacts ( produc$ wat]4 7d7 ,div]sity support ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy ,(fice ( ,economic ,impact & ,div]sity = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to support programs across ! ,dep>tm5t's civilian rese>*1 developm5t1 demon/ration1 & comm]cial application activities4 #ijjjb4 ,availability ( high-assay l[-enri*$ uranium 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjbf1 #ejj1jjj1jjj to c>ry out ! program elem5ts describ$ 9 subp>agraphs 7,d7 ?r\gh 7,h7 ( section #bjja7;a77#b7 ( ! ,en]gy ,act ( #bjbj 7#db ,u4,s4,c4 #afbha7;a77#b771 & = relat$ adm9i/rative exp5ses4 7b7 ,competitive proc$ures ,to ! maximum ext5t practicable1 ! ,dep>tm5t ( ,en]gy %all1 9 a mann] consi/5t ) section #ihi ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afcec71 use a competitive1 m]it-bas$ review process 9 c>ry+ out rese>*1 developm5t1 demon/ration1 & deploym5t activities "u section #bjja ( ! ,en]gy ,act ( #bjbj 7#db ,u4,s4,c4 #afbha74 #ijjjc4 ,air quality & climate rese>* ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = air quality & climate rese>* 9 support ( rese>* relat$ to climate *ange mitigation1 adaptation & resili5ce activities to help r$uce ! impacts ( climate *ange on human heal? & welf>e2 ! issuance ( aw>d grants = ! collection ( regional & local climate data to bett] e/imate ! economic impacts ( climate *ange & support community-bas$ responses to climate *ange to bett] anticipate1 prep>e =1 adapt to1 & recov] f climate-driv5 extreme ev5ts2 rese>* on ! impacts ( climate *ange1 & ! cumulative impacts ( pollution exposure1 9 l[-income & disadvantag$ communities4 #ijjjd4 ,,pfas replacem5t assi/ance to firefight]s grants 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ie1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = grants = p]sonal protective firefight+ equipm5t & firefight+ foam t does n conta9 p]fluoroalkyl or polyfluoroalkyl sub/ances4 7b7 ,program adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = ! adm9i/ration & managem5t ( ?is section4 7c7 ,applications ,) respect to ! grant program describ$ 9 subsection 7a71 ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy %all-- 7#a7 require eligible applicants to submit an application at su* "t1 9 su* =m1 & conta9+ su* in=mation & assurances z ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy may require2 & 7#b7 e/abli% appropriate review & deliv]y me*anisms = an application submitt$ "u p>agraph 7#a74 #ijjje4 ,national a]onautics & space adm9i/ration infra/ructure ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,national ,a]onautics & ,space ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gdh1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = repair1 recapitalization1 modification1 mod]nization1 & con/ruction ( physical infra/ructure & facilities1 includ+ relat$ adm9i/rative exp5ses1 consi/5t ) ! responsibilities "u sections #caejb & #caejc ( title #ea1 ,unit$ ,/ates ,code4 #ijjjf4 ,national a]onautics & space adm9i/ration climate rese>* & developm5t ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,national ,a]onautics & ,space ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjbh-- 7#a7 #he1jjj1jjj = rese>* & developm5t on subseasonal to seasonal models & obs]vations1 climate resili5ce & su/a9ability1 & = airborne in/rum5ts1 campaigns1 & surface networks to und]/&1 obs]ve1 & mitigate climate *ange & its impacts1 consi/5t ) ,,nasa's mission to exp& human k ( ! ,e>?1 z c>ri$ out ?r\gh programs "u ! ,e>? ,sci5ce ,division1 & = rese>* & developm5t activities on upp] atmosph]ic rese>*1 & = relat$ adm9i/rative exp5ses2 7#b7 #cj1jjj1jjj = inve/m5ts 9 data managem5t & process+ to support rese>*1 developm5t1 & applications to und]/&1 obs]ve1 & mitigate climate *ange & its impacts1 consi/5t ) ,,nasa's mission to exp& human k ( ! ,e>?1 z c>ri$ out ?r\gh programs "u ! ,e>? ,sci5ce ,division1 & = relat$ adm9i/rative exp5ses2 7#c7 #be1jjj1jjj = rese>* & developm5t to support ! wildfire fight+ community & improve wildfire fight+ op]ations ?r\gh new & exi/+ programs "u ! au?ority ( ! ,adm9i/rator ( ! ,national ,a]onautics & ,space ,adm9i/ration1 & = relat$ adm9i/rative exp5ses2 & 7#d7 #bbe1jjj1jjj = a]onautics rese>* & developm5t on su/a9able aviation1 consi/5t ) sections #djgja & #djgjb ( title #ea1 ,unit$ ,/ates ,code1 & = relat$ adm9i/rative exp5ses4 #ijjjg4 ,national ,a]onautics & ,space ,adm9i/ration ,(fice ( ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,national ,a]onautics & ,space ,adm9i/ration = fiscal ye> #bjbb1 out ( money 9 ! treasury n o!rwise appropriat$1 #b1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = ! ,(fice ( ,inspector ,g5]al to provide ov]sight ov] ! managem5t ( funds appropriat$ "u sections #ijjje & #ijjjf4 #ijjjh4 ,national in/itute ( /&>ds & te*nology rese>* ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,in/itute ( ,/&>ds & ,te*nology = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$ #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = rese>* on ! impact ( fire on /ructures & communities locat$ at ! ,wildl& ,urban ,int]face "u ! direction ( ! ,in/itute1 & = relat$ adm9i/rative exp5ses4 #ijjji4 ,national in/itute ( /&>ds & te*nology holl+s manufactur+ ext5sion p>tn]%ip ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,in/itute ( ,/&>ds & ,te*nology = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bfj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = ! ,holl+s ,manufactur+ ,ext5sion ,p>tn]%ip ( ! ,national ,in/itute ( ,/&>ds & ,te*nology1 e/abli%$ 9 section #be7;b7 ( ! ,national ,in/itute ( ,/&>ds & ,te*nology ,act 7#ae ,u4,s4,c4 #bghk7b771 includ+ programs e/abli%$ "u section #be;,a7a7 ( su* ,act 7#ae ,u4,s4,c4 #bghk-#a7;a77 & section #bf7;a7 ( su* ,act 7#ae ,u4,s4,c4 #bghl7a771 & = relat$ adm9i/rative exp5ses1 except t no funds %all be us$ = subsections 7c77#b71 7c77#e71 7l71 or 7g7 ( su* ,act 7#ae ,u4,s4,c4 #bghk74 #ijjaj4 ,national in/itute ( /&>ds & te*nology manufactur+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,in/itute ( ,/&>ds & ,te*nology = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #bbj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 to provide funds = advanc$ manufactur+ rese>*1 developm5t1 & te/b$s1 ?r\gh new & exi/+ programs & public private p>tn]%ips1 & = relat$ adm9i/rative exp5ses2 & 7#b7 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = ! developm5t & execution ( a cyb]security work=ce tra9+ c5t]1 & = relat$ adm9i/rative exp5ses4 #ijjaa4 ,national in/itute ( /&>ds & te*nology rese>* infra/ructure ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,in/itute ( ,/&>ds & ,te*nology = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = ! upgrade1 replacem5t1 ma9t5ance1 or r5ovation ( facilities & equipm5t z necess>y to conduct laboratory activities1 & = relat$ adm9i/rative exp5ses4 #ijjab4 ,oceanic & atmosph]ic rese>* & =eca/+ = wea!r & climate 7a7 ,=eca/+ & rese>* ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to accel]ate advances & improvem5ts 9 rese>*1 obs]vation sy/ems1 model+1 =eca/+1 assessm5ts1 & dissem9ation ( in=mation to ! public z x p]ta9s to ocean & atmosph]ic processes relat$ to wea!r1 coa/s1 oceans1 & climate1 & to c>ry out section #ajb7;a7 ( ! ,wea!r ,rese>* & ,=eca/+ ,innovation ,act ( #bjag 7#ae ,u4,s4,c4 #heab7;a771 & = relat$ adm9i/rative exp5ses4 7b7 ,rese>* grants & sci5ce in=mation1 products1 & s]vices ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjbf-- 7#a7 #ajj1jjj1jjj = competitive grants to fund climate rese>* z x relates to wea!r1 ocean1 coa/al1 & atmosph]ic processes & conditions1 & impacts to m>9e species & coa/al habitat1 & = relat$ adm9i/rative exp5ses2 & 7#b7 #ajj1jjj1jjj = education & tra9+ pursuant to section #djjb7;b77#b7 ( ! ,am]ica ,,competes ,act 7#cc ,u4,s4,c4 #hic;a7b77#b771 & = increas$ developm5t & dissem9ation ( climate sci5ce in=mation1 products1 & s]vices1 9 support ( climate adaptation prep>$ness z x relates to wea!r1 ocean1 coa/al1 & atmosph]ic processes & conditions1 impacts to m>9e species & coa/al habitat1 & = relat$ adm9i/rative exp5ses4 7c7 ,rese>* infra/ructure & procurem5t ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! provision ( rese>* infra/ructure t improves accuracy1 tim+1 & dissem9ation ( public in=mation conc]n+ extreme climate & wea!r & = procurem5ts necess>y to support ! activities describ$ 9 subsections 7a7 & 7b71 & = relat$ adm9i/rative exp5ses4 #ijjac4 ,climate education ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = contracts1 grants1 & te*nical assi/ance = education activities & mat]ials "u section #djjb7;b77#b7 ( ! ,am]ica ,,competes ,act 7#cc ,u4,s4,c4 #hic;a7b77#b77 relat$ to improv+ public und]/&+ ( climate *ange z x relates to wea!r1 ocean1 coa/al1 & atmosph]ic processes & conditions & m>9e fi%]ies & res\rces1 & = relat$ adm9i/rative exp5ses4 ,none ( ! funds provid$ by ?is subsection %all be subject to co/-%>+ or mat*+ requirem5ts4 #ijjad4 ,comput+ capacity & rese>* = wea!r1 oceans1 & climate ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! procurem5t ( additional high-p]=mance comput+1 data process+ capacity1 data managem5t1 & /orage assets1 to c>ry out section #bjd7;a77#b7 ( ! ,high-,p]=mance ,comput+ ,act ( #aiia 7#ae ,u4,s4,c4 #eebd7;a77#b771 & = transaction agreem5ts au?oriz$ "u section #cja7;d77#a77;,a7 ( ! ,wea!r ,rese>* & ,=eca/+ ,innovation ,act ( #bjag 7#ae ,u4,s4,c4 #heca7;d77#a77;,a771 & = relat$ adm9i/rative exp5ses4 #ijjae4 ,acquisition ( hurricane =eca/+ aircraft ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aci1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! acquisition ( hurricane hunt] aircraft "u section #dac7;a7 ( ! ,wea!r ,rese>* & ,=eca/+ ,innovation ,act ( #bjag 7#ae ,u4,s4,c4 #hedi7;a774 #ijjaf4 ,national ,sci5ce ,f\ndation core rese>* ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,sci5ce ,f\ndation 7ref]r$ to 9 ?is section z ! ,f\ndation7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #ffh1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to fund or ext5d new & exi/+ rese>* aw>ds1 tra9ee%ips1 s*ol>%ips1 & fell[%ips adm9i/]$ by ! ,national ,sci5ce ,f\ndation1 across all sci5ce1 te*nology1 eng9e]+1 & ma!matics discipl9es support$ by ! ,national ,sci5ce ,f\ndation1 & = relat$ adm9i/rative exp5ses2 7#b7 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = activities & rese>* to ensure broad demographic p>ticipation 9 ! activities ( ! ,f\ndation1 consi/5t ) ! goals "u section #ebf7;a77#g7 ( ! ,am]ica ,,competes ,reau?orization ,act ( #bjaj 7#db ,u4,s4,c4 #ahfbp-#ad7;a77#g77 & section #c7;e7 ( ! ,national ,sci5ce ,f\ndation ,act ( #aiej 7#db ,u4,s4,c4 #ahfb7;e771 & = relat$ adm9i/rative exp5ses2 & 7#c7 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = climate *ange rese>* z x relates to fundam5tal und]/&+ ( physical1 *emical1 biological1 & human sy/ems & ! int]actions among !m1 & = relat$ adm9i/rative exp5ses4 #ijjag4 ,national ,sci5ce ,f\ndation te*nology1 innovation1 & p>tn]%ips directorate ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,sci5ce ,f\ndation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #a1ebj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to fund & adm9i/] ! ,directorate = ,te*nology1 ,innovation1 & ,p>tn]%ips1 :i* %all accel]ate use-inspir$ & translational rese>* & ! developm5t1 comm]cialization1 & use ( te*nologies & innovations ( national importance1 includ+ te*nologies & innovations relevant to natural disa/] mitigation & o!r societal *all5ges1 ?r\gh programs ( ! ,national ,sci5ce ,f\ndation1 & = relat$ adm9i/rative exp5ses2 7#b7 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = rese>* security activities2 7#c7 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = rese>* capacity build+ at hi/orically ,black colleges & univ]sities1 ,tribal ,colleges & ,univ]sities1 ,hispanic-s]v+ in/itutions1 & o!r m9ority-s]v+ in/itutions1 adm9i/]$ ?r\gh ! ,directorate = ,te*nology1 ,innovation1 & ,p>tn]%ips1 & = relat$ adm9i/rative exp5ses2 & 7#d7 #ee1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 to fund cyb]security education & tra9+1 includ+ s*ol>%ips1 ?r\gh programs ( ! ,national ,sci5ce ,f\ndation1 & = relat$ adm9i/rative exp5ses4 #ijjah4 ,national ,sci5ce ,f\ndation rese>* infra/ructure ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,sci5ce ,f\ndation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #bjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = ! repair1 r5ovation1 or1 9 exceptional cases1 replacem5t ( obsolete sci5ce & eng9e]+ facilities prim>ily devot$ to rese>* & rese>* tra9+1 & = relat$ adm9i/rative exp5ses2 7#b7 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = additional mid-scale & major rese>* in/rum5tation1 equipm5t1 & infra/ructure aw>ds "u ! direction ( ! ,national ,sci5ce ,f\ndation1 & = relat$ adm9i/rative exp5ses2 & 7#c7 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = academic rese>* facilities mod]nization & rese>* in/rum5tation1 includ+ con/ruction1 upgrade1 r5ovation1 or repair ( rese>* infra/ructure1 at hi/orically ,black colleges & univ]sities1 ,tribal ,colleges & ,univ]sities1 ,hispanic-s]v+ in/itutions1 & o!r m9ority-s]v+ in/itutions1 ?r\gh programs ( ! ,national ,sci5ce ,f\ndation1 & = relat$ adm9i/rative exp5ses4 #ijjai4 ,national ,sci5ce ,f\ndation ,ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,sci5ce ,f\ndation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #g1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = adm9i/rative exp5ses ( ! ,inspector ,g5]al relat+ to ov]sight ( funds provid$ to ! ,national ,sci5ce ,f\ndation "u ?is ,act4 ,x ,committee on ,small ,bus9ess ,a ,increas+ ,f$]al ,contract+ ,opportunities = ,small ,bus9esses #ajjaja4 ,vet]an ,f$]al procurem5t entrepr5eur%ip tra9+ program 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ce1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = c>ry+ out subsection 7h7 ( section #cb ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #feg;b71 z add$ by ?is section4 7b7 ,e/abli%m5t ,section #cb ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #feg;b7 is am5d$ by add+ at ! end ! foll[+3 7h7 ,vet]an ,f$]al procurem5t entrepr5eur%ip tra9+ program ,! ,adm9i/rator1 act+ ?r\gh ! ,associate ,adm9i/rator1 %all make grants to1 or ent] into coop]ative agreem5ts )1 nonpr(it entities to op]ate a ,f$]al procurem5t entrepr5eur%ip tra9+ program to provide assi/ance to small bus9ess conc]ns own$ & controll$ by vet]ans reg>d+ h[ to increase ! likelihood ( be+ aw>d$ contracts ) ! ,f$]al ,gov]nm5t4 ,a grant or coop]ative agreem5t "u ?is subsection-- 7#a7 %all be made to or ent]$ into ) nonpr(it entities t h a track record ( successfully provid+ educational & job tra9+ s]vices to vet]an populations f div]se locations2 & 7#b7 %all include t]ms "u :i* ! nonpr(it entities %all use a div]se gr\p ( pr(essional s]vice exp]ts1 su* z ,f$]al1 ,/ate1 & local contract+ exp]ts & private sector indu/ry exp]ts ) fir/-h& exp]i5ce 9 ,f$]al ,gov]nm5t contract+1 to provide assi/ance to small bus9ess conc]ns own$ & controll$ by vet]ans ?r\gh a program op]at$ "u ?is section4 4 #ajjajb4 ,exp&+ surety bond program 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #he1jjj1jjj = additional capital = ! fund e/abli%$ "u section #dab ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #fid;c72 & 7#b7 #ae1jjj1jjj = adm9i/rative exp5ses & ov]sight co/s relat$ to c>ry+ out ?is section1 & any am5dm5ts made by ?is section4 7b7 ,exp&+ surety bond program ,"p ,b ( title ,,iv ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh is am5d$-- 7#a7 9 section #daa-- 7,a7 9 subsection 7a77#a7-- 7i7 9 subp>agraph 7,a71 by /rik+ #f1ejj1jjj & ins]t+ #aj1jjj1jjj2 & 7ii7 by am5d+ subp>agraph 7,b7 to read z foll[s3 7,b7 ,! ,adm9i/rator may gu>antee a surety "u subp>agraph 7,a7 = a total "w ord] or contract 9 an am\nt t does n exce$ #bj1jjj1jjj4 2 & 7,b7 9 subsection 7e77#b71 by /rik+ #f1ejj1jjj & ins]t+ ! am\nt describ$ 9 subp>agraph 7,a7 or 7,b7 ( subsection 7a77#a71 z applicable2 & 7#b7 9 section #dab7;a7 7#ae ,u4,s4,c4 #fid;c7a771 9 ! ?ird s5t5ce1 by /rik+ 1 exclud+ adm9i/rative exp5ses14 ,b ,emp[]+ ,small ,bus9ess ,creation & ,expansion 9 ,und]repres5t$ ,communities #ajjbja4 ,fund+ = uplift incubators 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #hej1jjj1jjj = c>ry+ out section #di ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b72 & 7#b7 #aej1jjj1jjj = adm9i/rative exp5ses & co/s relat$ to c>ry+ out section #di ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b74 7b7 ,e/abli%m5t ,! ,small ,bus9ess ,act is am5d$-- 7#a7 by r$esignat+ section #di 7#ae ,u4,s4,c4 #fca note7 z section #ed2 & 7#b7 by ins]t+ aft] section #dh ! foll[+3 #di4 ,uplift incubators 7a7 ,def9itions ,9 ?is section3 7#a7 ,economic developm5t organization ,! t]m economic developm5t organization-- 7,a7 means a regional1 ,/ate1 tribal1 or local private nonpr(it organization e/abli%$ = purposes ( promot+ or o!rwise facilitat+ economic developm5t2 & 7,b7 includes community f9ancial in/itutions1 z def9$ 9 section #g7;a77#cf77;,a74 7#b7 ,eligible applicant ,! t]m eligible applicant means-- 7,a7 an economic developm5t organization2 7,b7 an ,,sba p>tn] organization2 7,c7 a hi/orically ,black college or univ]sity2 7,d7 an in/itution ( high] education1 z describ$ 9 section #cga7;a7 ( ! ,high] ,education ,act2 or 7,e7 a junior or community college4 7#c7 ,eligible small bus9ess conc]n ,! t]m eligible small bus9ess conc]n means a bus9ess conc]n t-- 7,a7 is organiz$ or incorporat$ 9 ! ,unit$ ,/ates2 7,b7 is op]at+ prim>ily 9 ! ,unit$ ,/ates2 7,c7 meets-- 7i7 ! applicable indu/ry-bas$ size /&>d e/abli%$ "u section #c2 or 7ii7 ! alt]nate size /&>d applicable to ! program "u section #g7;a7 or ! loan programs "u title ,v ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh2 7,d7 is-- 7i7 9 ! plann+ /ages or has be5 9 bus9ess = n m ?an #e ye>s z ( ! date on :i* assi/ance "u ?is section comm5ces2 or 7ii7 a small gov]nm5t contractor2 & 7,e7 is-- 7i7 own$ & controll$ by #a or m memb]s ( an und]repres5t$ community2 or 7ii7 a ,native ,entity4 7#d7 ,hi/orically black college or univ]sity ,! t]m hi/orically ,black college or univ]sity means a "p ,b in/itution1 z def9$ 9 section #cbb ( ! ,high] ,education ,act ( #aife4 7#e7 ,memb] ( an und]repres5t$ community ,! t]m memb] ( an und]repres5t$ community means an individual-- 7,a7 :o is a resid5t (-- 7i7 a l[-income community1 z def9$ 9 section #de;,d7e7 ( ! ,int]nal ,rev5ue ,code ( #aihf2 7ii7 a l[-income rural community2 or 7iii7 a ,h,u,b,zone1 z def9$ 9 section #ca7;b72 7,b7 :o is a memb] ( an ,indian or ,alaska ,native tribe1 b&1 nation1 pueblo1 village1 community1 compon5t b&1 or compon5t res]vation1 individually id5tifi$ 7includ+ p>5!tically7 9 ! mo/ rec5t li/ publi%$ pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid2 7,c7 ) a disability1 z def9$ 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij2 7,d7 :o is a vet]an2 7,e7 :o complet$ a t]m ( imprisonm5t2 or 7,f7 :o is o!rwise id5tifi$ by ! ,adm9i/rator4 7#f7 ,native ,entity ,! t]m ,native ,entity means-- 7,a7 an ,alaska ,native ,corporation1 z def9$ 9 section #c7m7 ( ! ,alaska ,native ,claims ,settlem5t ,act2 & 7,b7 a ,native ,hawaiian organization1 z def9$ 9 section #fbjg ( ! ,elem5t>y & ,second>y ,education ,act ( #aife4 7#g7 ,,sba p>tn] organization ,! t]m ,,sba p>tn] organization means any organization aw>d$ f9ancial assi/ance 9 ! =m ( a grant1 prize1 coop]ative agreem5t1 or contract = ! purpose ( conduct+ a public project fund$1 ei!r 9 :ole or 9 "p1 "u a program ( ! ,adm9i/ration4 7#h7 ,small gov]nm5t contractor ,! t]m small gov]nm5t contractor means a small bus9ess conc]n t is p]=m+ a gov]nm5t contract or subcontract4 7#i7 ,uplift incubator ,! t]m uplift incubator means an organization t is design$ to accel]ate ! gr[? & success ( />tups & small bus9ess conc]ns ?r\gh a v>iety ( bus9ess support res\rces & s]vices1 includ+-- 7,a7 access to physical workspace & facilities2 7,b7 access to capital1 bus9ess education1 & c\nsel+2 7,c7 network+ opportunities2 7,d7 m5tor%ip opportunities2 7,e7 assi/ance 9 becom+ prime contractors & submitt+ bids = prime contracts2 7,f7 conduct+ m>ket rese>*1 draft+ /atem5ts1 & id5tify+ acquisition au?orities "u :i* eligible small bus9ess conc]ns assi/$ "u ?is section may ent] into ,f$]al contracts or agreem5ts2 & 7,g7 o!r s]vices int5d$ to aid 9 develop+ a bus9ess4 7b7 ,au?ority ,! ,adm9i/rator may provide f9ancial assi/ance on a competitive basis 9 ! =m ( a grant1 prize1 coop]ative agreem5t1 or contract to an eligible applicant = purposes (-- 7#a7 provid+ ! s]vices ( a uplift incubator to eligible small bus9ess conc]ns2 or 7#b7 exp&+ or e/abli%+ a network ( ! eligible applicant to provide ! s]vices ( a uplift incubator to eligible small bus9ess conc]ns4 7c7 ,use ( funds ,an eligible applicant t receives assi/ance "u ?is section-- 7#a7 %all support areas t s]ve memb]s ( an und]repres5t$ community by provid+ ! s]vices ( a uplift incubator2 & 7#b7 %all n impose or o!rwise collect a fee or o!r comp5sation f eligible small bus9ess conc]ns 9 connection ) ! provision ( su* s]vices4 7d7 ,p5alties = failure to abide by t]ms or conditions ( aw>d ,at ! discretion ( ! ,adm9i/rator & 9 addition to any o!r civil or crim9al consequ5ces1 ! ,adm9i/rator %all )hold paym5ts to an eligible applicant or ord] ! eligible applicant to return any assi/ance provid$ "u ?is section = failure to abide by ! t]ms & conditions ( su* assi/ance4 4 #ajjbjb4 ,(fice ( ,native ,am]ican ,affairs 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration1 out ( any money 9 ! ,treasury n o!rwise appropriat$ = fiscal ye> #bjbb1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 to c>ry out section #ej ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b74 7b7 ,e/abli%m5t ,! ,small ,bus9ess ,act is am5d$ by ins]t+ aft] section #di1 z add$ by section #ajjbja ( ?is title1 ! foll[+3 #ej4 ,(fice ( ,native ,am]ican ,affairs 7a7 ,def9itions ,9 ?is section3 7#a7 ,alaska ,native ,corporation ,! t]m ,alaska ,native ,corporation has ! mean+ giv5 ! t]m section #c7m7 ( ! ,alaska ,native ,claims ,settlem5t ,act4 7#b7 ,indian ,tribe ,! t]m ,indian ,tribe means any ,indian or ,alaska ,native tribe1 b&1 nation1 pueblo1 village1 community1 compon5t b&1 or compon5t res]vation1 individually id5tifi$ 7includ+ p>5!tically7 9 ! mo/ rec5t li/ publi%$ pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid4 7#c7 ,native ,am]ican ,! t]m ,native ,am]ican means a memb] ( an ,indian ,tribe4 7#d7 ,native ,hawaiian ,organization ,! t]m ,native ,hawaiian ,organization has ! mean+ giv5 9 section #fbjg ( ! ,elem5t>y & ,second>y ,education ,act ( #aife4 7#e7 ,res\rce p>tn]s ,! t]m res\rce p>tn]s means-- 7,a7 small bus9ess developm5t c5t]s2 7,b7 wom5's bus9ess c5t]s describ$ 9 section #bi2 7,c7 *apt]s ( ! ,s]vice ,corps ( ,retir$ ,executives e/abli%$ "u section #h7;b77#a77;,b72 & 7,d7 ,vet]an ,bus9ess ,outrea* ,c5t]s describ$ 9 section #cb4 7b7 ,e/abli%m5t ,!re is e/abli%$ 9 ! ,adm9i/ration an ,(fice ( ,native ,am]ican ,affairs1 9 ?is section ref]r$ to z ! ,(fice1 :i* %all provide entrepr5eur%ip outrea* & developm5t assi/ance to ,native ,am]icans1 ,native ,hawaiian ,organizations & memb]s !re(1 ,alaska ,native ,corporations & memb]s !re(1 & ,indian ,tribes1 ?r\gh ! ,native ,am]ican ,outrea* ,program e/abli%$ "u subsection 7c74 7c7 ,native ,am]ican ,outrea* ,program 7#a7 ,e/abli%m5t ,! ,adm9i/rator %all e/abli% & adm9i/] a ,native ,am]ican ,outrea* ,program )9 ! ,(fice-- 7,a7 to ensure t small bus9ess conc]ns own$ & controll$ by ,native ,am]icans1 ,native ,hawaiian ,organizations1 ,alaska ,native ,corporations1 & ,indian ,tribes1 & ,native ,am]ican entrepr5eurs h access to programs & s]vices ( ! ,adm9i/ration2 7,b7 to provide in=mation to ,/ate1 local1 & tribal gov]nm5ts & o!r int]e/$ p]sons ab\t ,f$]al assi/ance available to small bus9ess conc]ns own$ & controll$ by ,native ,am]icans1 ,native ,hawaiian ,organizations1 ,alaska ,native ,corporations1 & ,indian ,tribes1 & ,native ,am]ican entrepr5eurs2 & 7,c7 to ensure access to 9-p]son & virtual c\nsel+ & tra9+ s]vices to small bus9ess conc]ns own$ & controll$ by ,native ,am]icans1 ,native ,hawaiian ,organizations1 ,alaska ,native ,corporations1 & ,indian ,tribes1 & ,native ,am]ican entrepr5eurs4 7#b7 ,s]vices ,! s]vices describ$ 9 p>agraph 7#a7 %all include-- 7,a7 f9ancial education on apply+ = & secur+ cr$it1 loan gu>antees1 surety bonds1 & inve/m5t capital1 manag+ f9ancial op]ations1 & prep>+ & pres5t+ f9ancial /atem5ts & bus9ess plans2 7,b7 education on managem5t ( a small bus9ess conc]n1 includ+ plann+1 organiz+1 /aff+1 & m>ket+2 7,c7 id5tify+ m>ket opportunities2 & 7,d7 implem5t+ economic & bus9ess developm5t /rategies to improve long-t]m job gr[?4 4 #ajjbjc4 ,(fice ( ,rural ,affairs 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration1 out ( any money 9 ! ,treasury n o!rwise appropriat$ = fiscal ye> #bjbb1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 to c>ry out subsection 7d7 ( section #bf ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fec71 z add$ by subsection 7b74 7b7 ,(fice ( ,rural ,affairs ,section #bf ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fec7 is am5d$ by add+ at ! end ! foll[+3 7d7 ,rural small bus9ess conf]5ces ,! ,(fice %all adm9i/] #a or m annual ,rural ,small ,bus9ess ,conf]5ces1 to be held 9 v>i\s regions ( ! ,unit$ ,/ates4 ,! purpose ( su* ,conf]5ces %all be to-- 7#a7 promote policies & programs ( ! ,adm9i/ration specific to small bus9ess conc]ns locat$ 9 rural areas1 & make publicly available in=mation ab\t su* policies & programs2 7#b7 coord9ate ) all (fices ( ! ,adm9i/ration1 res\rce p>tn]s1 l5d]s1 & o!r int]e/$ p]sons to ensure t ! ne$s ( small bus9ess conc]ns locat$ 9 rural area are be+ met2 & 7#c7 analyze data on ! effectiv5ess ( programs ( ! ,adm9i/ration t b5efit small bus9ess conc]ns locat$ 9 rural areas4 4 #ajjbjd4 ,(fice ( ,em]g+ ,m>kets 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration1 out ( any money 9 ! ,treasury n o!rwise appropriat$ 9 fiscal ye> #bjbb1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 to c>ry out subsection 7o7 ( section #g ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf71 z add$ by subsection 7b74 7b7 ,e/abli%m5t ,section #g ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7 is am5d$ by add+ at ! end ! foll[+3 7o7 ,(fice ( ,em]g+ ,m>kets 7#a7 ,def9itions ,9 ?is subsection-- 7,a7 ! t]m ,director means ! ,director ( ! ,(fice ( ,em]g+ ,m>kets2 7,b7 ! t]m microloan program means ! program describ$ 9 subsection 7m72 7,c7 ! t]m small bus9ess conc]n 9 an em]g+ m>ket means a small bus9ess conc]n-- 7i7 t is locat$ 9-- 7,i7 a l[-income or mod]ate-income area = purposes ( ! ,community ,developm5t ,block ,grant ,program "u title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd2 or 7,,ii7 a ,h,u,b,zone1 z t t]m is def9$ 9 section #ca7;b72 7ii7 t is gr[+1 newly e/abli%$1 or a />tup2 7iii7 own$ & controll$ by vet]ans2 7iv7 own$ & controll$ by individuals ) a disability1 z def9$ 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij2 or 7v7 own$ & controll$ by o!r individuals or gr\ps id5tifi$ by ! ,adm9i/rator4 7#b7 ,e/abli%m5t ,!re is e/abli%$ )9 ! ,(fice ( ,capital ,access ( ! ,adm9i/ration an (fice to be kn[n z ! ,(fice ( ,em]g+ ,m>kets4 ,! ,(fice ( ,em]g+ ,m>kets %all be adm9i/]$ by a ,director :o %all be responsible = ! plann+1 coord9ation1 implem5tation1 evaluation1 & improvem5t ( ! ef=ts ( ! ,adm9i/rator to enhance ! economic well-be+ ( small bus9ess conc]ns 9 an em]g+ m>ket4 4 #ajjbje4 ,/ate ,trade ,expansion ,program ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #ca1gaj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out section #bb7l7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fdi7l77 9 fiscal ye> #bjbc1 & 7#b7 #ca1gaj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to c>ry out section #bb7l7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fdi7l77 9 fiscal ye> #bjbd4 ,c ,enc\rag+ ,small ,bus9esses to ,fully ,engage 9 ! ,innovation ,economy #ajjcja4 ,gr[? accel]ator competition 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #aij1jjj1jjj = c>ry+ out section #ea ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b72 & 7#b7 #aj1jjj1jjj = adm9i/rative exp5ses & ov]sight co/s relat$ to c>ry+ out section #ea ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b74 7b7 ,9 g5]al ,! ,small ,bus9ess ,act is am5d$ by ins]t+ aft] section #ej1 z add$ by section #ajjbjb ( ?is title1 ! foll[+3 #ea4 ,gr[? accel]ator competition 7a7 ,def9itions ,9 ?is section3 7#a7 ,aw>d ,! t]m aw>d means a grant1 prize1 contract1 coop]ative agreem5t1 or o!r ca% or ca% equival5t4 7#b7 ,disability ,! t]m disability has ! mean+ giv5 ! t]m 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij4 7#c7 ,eligible entity ,! t]m eligible entity means-- 7,a7 an eligible applicant1 z def9$ 9 section #di2 or 7,b7 an organization t is a gr[? accel]ator locat$ 9 ! ,unit$ ,/ates4 7#d7 ,gr[? accel]ator ,! t]m gr[? accel]ator means an organization t-- 7,a7 supports new small bus9ess conc]ns t h a focus on te*nology1 rese>*1 & developm5t2 7,b7 works ) a new small bus9ess conc]n = a pr$et]m9$ am\nt ( "t2 7,c7 provides m5tor%ip & in/ruction to small bus9ess conc]ns to gr[ ! bus9ess conc]n2 or 7,d7 (f]s />tup capital or ! opportunity to raise capital f outside inve/ors to small bus9ess conc]ns4 7#e7 ,new small bus9ess conc]n ,! t]m new small bus9ess conc]n means a small bus9ess conc]n t has be5 9 op]ation = n m ?an #e ye>s4 7b7 ,e/abli%m5t ,! ,adm9i/rator %all make competitive aw>ds ( n less ?an #ajj1jjj to eligible entities to accel]ate ! gr[? ( new small bus9ess conc]ns by provid+-- 7#a7 assi/ance to small bus9ess conc]ns to access capital & f9d m5tors & network+ opportunities2 & 7#b7 advice to small bus9ess conc]ns1 includ+ advis+ on m>ket analysis1 company /rategy1 rev5ue gr[?1 comm]cialization1 & secur+ fund+4 7c7 ,use ( funds ,an aw>d "u ?is section-- 7#a7 may be us$ by an eligible entity recipi5t = con/ruction co/s1 acquisition ( physical workspace & facilities1 & programmatic purposes to b5efit new small bus9ess conc]ns2 & 7#b7 may n be us$ by an eligible entity recipi5t to provide capital to new small bus9ess conc]ns directly or ?r\gh ! subaw>d ( funds4 7d7 ,p5alties = failure to abide by t]ms or conditions ( aw>d ,at ! discretion ( ! ,adm9i/rator & 9 addition to any o!r civil or crim9al consequ5ces1 ! ,adm9i/rator %all )hold paym5ts to an eligible entity or ord] ! eligible entity to return an aw>d made "u ?is section = failure to abide by ! t]ms & conditions ( ! aw>d4 4 ,d ,increas+ ,equity ,opportunities #ajjdja4 ,increas+ equity inve/m5t 9 ! ,,sbic program 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out ?is section4 7b7 ,e/abli%m5t ,! ,small ,bus9ess ,inve/m5t ,act ( #aieh1 is am5d$-- 7#a7 9 section #ajc 7#ae ,u4,s4,c4 #ffb7-- 7,a7 9 p>agraph 7#i77;,b77iii7-- 7i7 9 subclause 7,,ii71 by /rik+ & at ! end2 7ii7 9 subclause 7,,iii71 by add+ & at ! end2 & 7iii7 by add+ at ! end ! foll[+3 7,,iv7 funds obta9$ f any f9ancial in/itution id5tifi$ "u section #cjb7;b72 2 & 7,b7 9 p>agraph 7#ac77;,c71 by /rik+ 9 an aggregate am\nt t does n exce$ #cc p]c5t ( ! private capital ( ! applicant or lic5see2 & 7#b7 9 section #cjd 7#ae ,u4,s4,c4 #fhd71 by add+ at ! end ! foll[+3 7e7 ,not)/&+ section #caj7;c77#f71 a lic5see "u section #cba may1 subject to rules to be issu$ by ! ,adm9i/ration1 inve/ equity capital 9 inve/m5t funds t-- 7#a7 are majority controll$ by memb]s ( an und]repres5t$ community1 z def9$ 9 section #di ( ! ,small ,bus9ess ,act2 7#b7 receive annual assi/ance provid$ by su* lic5see2 or 7#c7 meet additional crit]ia z det]m9$ by ! ,adm9i/ration4 2 & 7#c7 by add+ at ! end ( ! foll[+3 #cba4 ,em]g+ manag]s program 7a7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ inve/m5ts ,! t]m cov]$ inve/m5ts means inve/m5ts 9-- 7,a7 infra/ructure1 includ+-- 7i7 roads1 bridges1 & mass transit2 7ii7 wat] supply & sew]2 7iii7 ! electrical grid2 7iv7 broadb& & telecommunications2 7v7 clean en]gy2 or 7vi7 *ild c>e & eld] c>e2 7,b7 manufactur+2 7,c7 l[-income communities1 z t t]m is def9$ 9 section #de;,d7e7 ( ! ,int]nal ,rev5ue ,code ( #aihf2 7,d7 ,h,u,b,zones1 z def9$ 9 section #ca7;b7 ( ! ,small ,bus9ess ,act2 7,e7 small bus9ess conc]ns own$ & controll$ by a memb] ( an ,indian tribe individually id5tifi$ 7includ+ p>5!tically7 9 ! mo/ rec5t li/ publi%$ pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid2 7,f7 small bus9ess conc]ns own$ & controll$ by an individual ) a disability1 z def9$ 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij2 7,g7 small bus9ess conc]ns own$ & controll$ by a vet]an2 or 7,h7 indu/ries id5tifi$ by ! ,adm9i/rator4 7#b7 ,em]g+ manag] company ,! t]m em]g+ manag] company means an inve/m5t managem5t firm t is focus$ on inve/+ private equity & t meets n less ?an #b ( ! foll[+ crit]ia3 7,a7 ,! p>tn]s ( ! firm h-- 7i7 an inve/m5t track record ( less ?an #aj ye>s ( comb9$ inve/m5t exp]i5ce2 or 7ii7 a docum5t$ record ( successful bus9ess exp]i5ce4 7,b7 ,! firm has a focus on und]s]v$ m>kets4 7,c7 ,! firm is n less ?an #ej p]c5t own$1 manag$1 or controll$ by memb]s ( an und]repres5t$ community 7z def9$ 9 section #di ( ! ,small ,bus9ess ,act74 7b7 ,e/abli%m5t ,! ,adm9i/rator %all e/abli% an em]g+ manag]s program pursuant to :i* manag]s ) sub/antial exp]i5ce 9 op]at+ small bus9ess inve/m5t companies-- 7#a7 may ent] into a writt5 agreem5t approv$ by ! ,adm9i/rator to provide guidance & assi/ance to an applicant = a lic5se = a small bus9ess inve/m5t company t is to be manag$ by an em]g+ manag] company2 & 7#b7 may hold a m9ority f9ancial int]e/ 9 ! small bus9ess inve/m5t company describ$ 9 p>agraph 7#a74 7c7 ,lic5s+ ,an applicant describ$ 9 subsection 7b77#a7 %all apply = a lic5se "u section #cja7;c7 & %all-- 7#a7 h private capital n to exce$ #ajj1jjj1jjj2 7#b7 be manag$ by n less ?an two individuals2 7#c7 be a second g5]ation fund or e>li]2 & 7#d7 focus its inve/m5t /rategy on cov]$ inve/m5ts4 7d7 ,waiv] ( maximum lev]age ,! approval ( a writt5 agreem5t "u subsection 7b7 by ! ,adm9i/rator %all op]ate z a waiv] ( ! requirem5ts ( section #cjc7;b77#b77;,b7 to ! ext5t t su* section w\ld o!rwise apply4 7e7 ,increas$ lev]age maximum ,an exi/+ small bus9ess inve/m5t company t ent]s into a writt5 agreem5t "u subsection 7b7 may receive an increase 9 ! maximum lev]age cap ( ! company "u section #cjc7;b77#b7-- 7#a7 "u subp>agraph 7,a7 ( su* section1 ) respect to a s+le lic5se1 by n m ?an #ag1ejj1jjj2 & 7#b7 "u subp>agraph 7,b7 ( su* section1 ) respect to multiple lic5ses "u common control1 by n m ?an #ce1jjj1jjj4 4 #ajjdjb4 ,microcap small bus9ess inve/m5t company lic5se 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/ration = fiscal ye> #bjbb1 out ( am\nts 9 ! ,treasury n o!rwise appropriat$1 #dj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out p>agraph 7#e7 ( section #cja7;c7 ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #fha7;c771 z add$ by subsection 7b74 7b7 ,microcap small bus9ess inve/m5t company lic5se ,section #cja7;c7 ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #fha7;c77 is am5d$ by add+ at ! end ! foll[+3 7#e7 ,microcap small bus9ess inve/m5t company lic5se 7,a7 ,9 g5]al ,! ,adm9i/rator may issue lic5ses "u ?is subsection to applicants-- 7i7 t d n satisfy ! qualification requirem5ts "u p>agraph 7#c77;,a77ii7 to ! ext5t t su* requirem5ts relate to inve/m5t exp]i5ce & track record1 includ+ any su* requirem5ts fur!r set =? 9 section #ajg4cje ( title #ac1 ,code ( ,f$]al ,regulations1 or any successor regulation2 7ii7 t w\ld o!rwise be issu$ a lic5se "u ?is subsection1 except t ! managem5t ( ! applicant does n satisfy ! requirem5ts "u p>agraph 7#c77;,a77ii7 to ! ext5t t su* requirem5ts relate to inve/m5t exp]i5ce & track record1 includ+ any su* requirem5ts fur!r set =? 9 section #ajg4cje ( title #ac1 ,code ( ,f$]al ,regulations1 or any successor regulation2 7iii7 = :i* ! manag]s ( su* applicant h-- 7,i7 a docum5t$ record ( successful bus9ess exp]i5ce2 7,,ii7 a record ( bus9ess managem5t success2 or 7,,iii7 k 9 ! p>ticul> indu/ry or bus9ess = :i* ! applicant is pursu+ an inve/m5t /rategy2 & 7iv7 t h demon/rat$ appropriate qualifications = ! lic5se1 bas$ on factors det]m9$ by ! ,adm9i/rator4 7,b7 ,requir$ inve/m5ts ,a lic5see "u ?is p>agraph %all inve/ n less ?an #ej p]c5t ( ! total f9anc+s ( ! lic5see 9 cov]$ inve/m5ts 7z def9$ 9 section #cba71 ( :i* n m ?an #cc p]c5t ( ^? inve/m5ts are 9 small bus9ess conc]ns 9 infra/ructure or manufactur+4 7,c7 ,lev]age ,a company lic5s$ pursuant to ?is p>agraph %all-- 7i7 n be eligible to receive lev]age 9 an am\nt t is m ?an #ej1jjj1jjj2 & 7ii7 be able to access lev]age 9 an am\nt t is n m ?an #bjj p]c5t ( ! private capital ( ! company4 7,d7 ,inve/m5t committee ,if a company lic5s$ pursuant to ?is p>agraph has inve/m5t committee memb]s or control p]sons :o are pr9cipals approv$ by ! ,adm9i/rator or control p]sons ( lic5s$ small bus9ess inve/m5t companies n lic5s$ "u ?is p>agraph1 su* lic5see or lic5sees %all n be deem$ to be "u common control ) ! company lic5s$ pursuant to ?is p>agraph solely = ! purpose ( section #cjc7;b77#b77;,b74 7,e7 ,fees ,9 addition to ! fees au?oriz$ "u sections #cja7;e7 & #caj7;b71 ! ,adm9i/ration may prescribe fees to be paid by ea* company designat$ to op]ate "u ?is p>agraph4 4 #ajjdjc4 ,fund+ = ,,sbic outrea* & education 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out ?is section4 7b7 ,outrea* & education ,! ,adm9i/rator %all develop & implem5t a program to promote to1 conduct outrea* to1 & educate prospective lic5sees on ! lic5s+ proc$ures & o!r programs ( small bus9ess inve/m5t companies "u title ,,iii ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh4 ,e ,increas+ ,access to ,l5d+ & ,inve/m5t ,capital #ajjeja4 ,fund+ = ,community ,advantage ,loan ,program 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #bbd1hjj1jjj = c>ry+ out p>agraph 7#ch7 ( section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z add$ by subsection 7b72 7#b7 #d1jjj1jjj = ! ,adm9i/rator ( ! ,small ,bus9ess ,adm9i/ration to develop a tra9+ c\rse & provide free or l[-co/ tra9+ to cov]$ in/itutions mak+ loans "u ! program e/abli%$ "u su* p>agraph 7#ch72 & 7#c7 #dg1ajj1jjj = adm9i/rative exp5ses relat$ to c>ry+ out su* p>agraph 7#ch71 includ+ issu+ int]im f9al rules4 7b7 ,e/abli%m5t ,section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a77 is am5d$ by add+ at ! end ! foll[+3 7#ch7 ,community ,advantage ,loan ,program 7,a7 ,def9itions ,9 ?is p>agraph-- 7i7 ! t]m cov]$ in/itution means-- 7,i7 a developm5t company1 z def9$ 9 section #ajc ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh1 p>ticipat+ 9 ! loan program e/abli%$ "u title ,v ( su* ,act2 7,,ii7 a non-,f$]ally regulat$ entity c]tifi$ z a community developm5t f9ancial in/itution "u ! ,community ,developm5t ,bank+ & ,f9ancial ,in/itutions ,act ( #aiid2 7,,iii7 an int]m$i>y1 z def9$ 9 subsection 7m77#aa71 t is a nonpr(it organization & is p>ticipat+ 9 ! microloan program "u subsection 7m72 & 7,,iv7 an eligible int]m$i>y1 z def9$ 9 subsection 7l77#a71 p>ticipat+ 9 ! small bus9ess int]m$i>y l5d+ pilot program e/abli%$ "u subsection 7l77#b72 7ii7 ! t]m new bus9ess means a small bus9ess conc]n t has be5 9 bus9ess = n m ?an #b ye>s on ! date on :i* a loan is made to ! small bus9ess conc]n "u ! program2 7iii7 ! t]m program means ! ,community ,advantage ,loan ,program e/abli%$ "u subp>agraph 7,b72 7iv7 ! t]m small bus9ess conc]n 9 an und]s]v$ m>ket means a small bus9ess conc]n-- 7,i7 t is locat$ 9-- 7aa7 a l[- to mod]ate-income community2 7bb7 a ,h,u,b,zone1 z t t]m is def9$ 9 section #ca7;b72 7cc7 a rural area2 or 7dd7 any area = :i* a disa/] decl>ation or det]m9ation describ$ 9 subp>agraph 7,b71 7,c71 or 7,e7 ( subsection 7b77#b7 has be5 made t has n t]m9at$ m ?an #b ye>s 7or lat]1 z det]m9$ by ! ,adm9i/rator7 be=e ! date on :i* a loan is made to su* conc]n "u su* subsection1 or 9 any area = :i* a major disa/] describ$ 9 subsection 7b77#b77;,a7 has be5 decl>$1 t p]iod %all be #e ye>s2 7,,ii7 t is a new bus9ess2 7,,iii7 own$ & controll$ by vet]ans2 7,,iv7 own$ & controll$ by an individual :o has complet$ a t]m ( imprisonm5t2 7,v7 own$ & controll$ by an individual ) a disability1 z t t]m is def9$ 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij2 7,,vi7 own$ & controll$ by a memb] ( an ,indian tribe individually id5tifi$ 7includ+ p>5!tically7 9 ! mo/ rec5t li/ publi%$ pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid2 or 7,,vii7 o!rwise id5tifi$ by ! ,adm9i/rator4 7,b7 ,e/abli%m5t ,!re is e/abli%$ a ,community ,advantage ,loan ,program "u :i* ! ,adm9i/ration may gu>antee loans made by cov]$ in/itutions "u ?is subsection1 ) an emphasis on loans made to small bus9ess conc]ns 9 an und]s]v$ m>ket4 7,c7 ,requirem5t to make loans to und]s]v$ m>kets ,n less ?an #fj p]c5t ( loans made by a cov]$ in/itution "u ! program %all consi/ ( loans made to small bus9ess conc]ns 9 an und]s]v$ m>ket4 7,d7 ,maximum loan am\nt 7i7 ,9 g5]al ,except z provid$ 9 clause 7ii71 ! maximum loan am\nt = a loan gu>ante$ "u ! program is #bej1jjj4 7ii7 ,exceptions 7,i7 ,reque/$ exception 7aa7 ,9 g5]al ,^u reque/ by a cov]$ in/itution1 ! ,adm9i/rator may gu>antee a loan "u ! program t is m ?an #bej1jjj & n m ?an #cej1jjj4 7bb7 ,notification ,z soon z practicable & n lat] ?an #ad bus9ess days aft] receiv+ a reque/ "u item 7aa71 ! ,adm9i/ration %all-- 7,,aa7 review ! reque/2 & 7,,bb7 provide a decision reg>d+ ! reque/ to ! cov]$ in/itution mak+ ! loan4 7,,ii7 ,major disa/]s ,! maximum loan am\nt = a loan gu>ante$ "u ! program t is made to a small bus9ess conc]n locat$ 9 an area affect$ by a major disa/] describ$ 9 subsection 7b77#b77;,a7 is #cej1jjj4 7,e7 ,int]e/ rates ,! maximum int]e/ rate = a loan gu>ante$ "u ! program %all n exce$ ! maximum int]e/ rate1 z det]m9$ by ! ,adm9i/ration1 applicable to o!r loans gu>ante$ "u ?is subsection4 4 #ajjejb4 ,fund+ = cr$it enhancem5t & small doll> loan fund+ 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #a1dhj1fjj1jjj to c>ry out p>agraph 7#ci7 ( section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z add$ by subsection 7b72 & 7#b7 #dhd1jjj1jjj = adm9i/rative exp5ses relat$ to c>ry+ out su* p>agraph 7#ci71 includ+ issu+ int]im f9al rules )9 #ij days aft] ! date ( ! enactm5t ( ?is title1 ( :i* #be1jjj1jjj is res]v$ = grants to conduct outrea* to entities eligible to receive a loan "u su* p>agraph 7#ci74 7b7 ,small doll> loan fund+ ,section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z am5d$ by section #ajjeja1 is fur!r am5d$-- 7#a7 9 p>agraph 7#a77;,a77i71 9 ! ?ird s5t5ce1 by /rik+ 2 & & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ a p]iod2 7#b7 9 p>agraph 7#d77;,a71 by /rik+ ! comma aft] prescrib$ by ! ,adm9i/ration & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ a p]iod2 7#c7 9 p>agraph 7#bf71 by ins]t+ 7except = ^? collect$ "u p>agraph 7#ci77 aft] pr(its2 & 7#d7 by add+ at ! end ! foll[+3 7#ci7 ,small doll> loan fund+ 7,a7 ,def9itions ,9 ?is p>agraph3 7i7 ,small gov]nm5t contractor ,! t]m small gov]nm5t contractor means a small bus9ess conc]n t is p]=m+ a gov]nm5t contract4 7ii7 ,small manufactur] ,! t]m small manufactur] means a small bus9ess conc]n t is assign$ a ,nor? ,am]ican ,indu/ry ,classification ,sy/em code beg9n+ ) #ca1 #cb1 or #cc at ! "t at :i* ! small bus9ess conc]n receives loan "u ?is subsection4 7,b7 ,direct loans ,! ,adm9i/rator is au?oriz$ to orig9ate & disburse direct loans1 includ+ ?r\gh p>tn]%ips ) ?ird p>ties1 to small bus9ess conc]ns4 7,c7 ,maximum loan size ,not)/&+ p>agraph 7#c77;,c7 ( ?is subsection1 a loan made 9 accordance ) ?is p>agraph %all be-- 7i7 except z provid$ 9 clause 7ii71 n m ?an #aej1jjj2 or 7ii7 n m ?an #a1jjj1jjj1 if ! borr[] is a small manufactur] or a small gov]nm5t contractor4 7,d7 ,fees ,) respect to ea* loan made 9 accordance ) ?is p>agraph1 ! ,adm9i/rator1 an au?oriz$ ?ird p>ty1 or an ag5t may-- 7i7 impose1 collect1 reta91 & utilize fees1 :i* may be *>g$ to ! borr[]1 to cov] any co/s associat$ ) ref]r+ applications or orig9at+1 mak+1 und]writ+1 disburs+1 clos+1 s]vic+1 or liquidat+ ! loan1 includ+ any direct l5d+ ag5t co/s1 o!r program or contract co/s1 or o!r ag5t adm9i/rative exp5ses2 7ii7 impose1 collect1 reta91 & use fees 7includ+ unus$ fees & draw fees71 :i* may be *>g$ to ! borr[] on loans = revolv+ l9es ( cr$it2 & 7iii7 pay ?ird p>ties1 includ+ direct l5d+ ag5ts & f9ancial in/itutions1 ) :i* ! ,adm9i/ration p>tn]s = assi/ance 9 ref]r+ applicants or promot+1 orig9at+1 mak+1 und]writ+1 disburs+1 clos+1 s]vic+1 or liquidat+ loans 9 accordance ) ?is p>agraph on behalf ( ! ,adm9i/ration4 7,e7 ,t]ms ,n lat] ?an #ij days aft] ! date ( ! enactm5t ( ?is p>agraph1 ! ,adm9i/rator %all issue int]im f9al rules & revise any relevant rules to e/abli% ! t]ms & conditions = a direct loan1 includ+ repaym5t1 und]writ+ crit]ia1 int]e/ rate1 maturity1 & o!r t]ms ( a loan made 9 accordance ) ?is p>agraph4 4 #ajjejc4 ,ext5sion ( tempor>y fee r$uctions 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out ?is section & any am5dm5ts made by ?is section4 7b7 #g7;a7 loan program ,section #cbf ( ! ,economic ,aid to ,h>d-,hit ,small ,bus9esses1 ,nonpr(its1 & ,v5ues ,act 7title ,,iii ( division ,n ( ,public ,law #aaf-bfj2 #acd ,/at4 #bjcf2 #ae ,u4,s4,c4 #fcf note7 is am5d$-- 7#a7 9 subsection 7a77#b71 by /rik+ ,octob] #a1 #bjba & ins]t+ ,octob] #a1 #bjbf2 & 7#b7 9 subsection 7b77#b71 by /rik+ ,octob] #a1 #bjba & ins]t+ ,octob] #a1 #bjbf4 7c7 ,o!r fees ,section #cbg ( ! ,economic ,aid to ,h>d-,hit ,small ,bus9esses1 ,nonpr(its1 & ,v5ues ,act 7title ,,iii ( division ,n ( ,public ,law #aaf-bfj2 #acd ,/at4 #bjcg2 #ae ,u4,s4,c4 #fcf note7 is am5d$-- 7#a7 9 subsection 7a77#a71 by /rik+ ,septemb] #cj1 #bjba & ins]t+ ,septemb] #cj1 #bjbf2 & 7#b7 9 subsection 7b77#a71 by /rik+ ,septemb] #cj1 #bjba & ins]t+ ,septemb] #cj1 #bjbf4 #ajjejd4 ,fund+ = coop]atives 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out p>agraph 7#dj7 ( section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z add$ by subsection 7b74 7b7 ,coop]ative l5d+ pilot ,section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z am5d$ by section #ajjejb1 is fur!r am5d$ by add+ at ! end ! foll[+3 7#dj7 ,coop]ative l5d+ pilot 7,a7 ,def9itions ,9 ?is p>agraph3 7i7 ,community f9ancial in/itution ,! t]m community f9ancial in/itution has ! mean+ giv5 9 p>agraph 7#cf77;,a74 7ii7 ,coop]ative ,! t]m coop]ative-- 7,i7 means an entity det]m9$ by ! ,adm9i/rator to be a coop]ative2 & 7,,ii7 includes an entity own$ by employees or consum]s ( ! entity4 7iii7 ,eligible employee-own$ bus9ess conc]n ,! t]m eligible employee-own$ bus9ess conc]n means-- 7,i7 a coop]ative 9 :i* ! employees ( ! coop]ative are eligible = memb]%ip2 7,,ii7 a qualifi$ employee tru/2 or 7,,iii7 o!r employee-own$ entities z det]m9$ by ! ,adm9i/rator4 7iv7 ,pilot program ,! t]m pilot program means ! pilot program e/abli%$ "u subp>agraph 7,b74 7,b7 ,e/abli%m5t ,!re is e/abli%$ a pilot program "u :i* ! ,adm9i/rator %all gu>antee loans 7includ+ loans made by community f9ancial in/itutions71 )\t ! requirem5t ( a p]sonal or entity gu>antee1 :]e su* loans %all be made to coop]atives or eligible employee-own$ bus9ess conc]ns4 7,c7 ,t]m9ation ,! pilot program %all t]m9ate on ! date t is #e ye>s aft] ! date ( enactm5t ( ?is p>agraph4 4 7c7 ,delegat$ l5d+ au?ority = pref]r$ l5d]s ,section #e7;b77#g7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcd7;b77#g77 is am5d$ by /rik+ p>agraph 7#ae7 or 7#ce7 & ins]t+ p>agraph 7#ae71 7#ce71 or 7#dj74 ,f ,support+ ,entrepr5eurial ,second ,*ances #ajjfja4 ,re5try entrepr5eur%ip c\nsel+ & tra9+ = inc>c]at$ & =m]ly inc>c]at$ individuals 7a7 ,re5try entrepr5eur%ip c\nsel+ & tra9+ = inc>c]at$ individuals 7#a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration1 out ( money 9 ! ,treasury n o!rwise appropriat$ = fiscal ye> #bjbb1 #ce1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 to c>ry out section #eb ( ! ,small ,bus9ess ,act1 z add$ by p>agraph 7#b74 7#b7 ,9 g5]al ,! ,small ,bus9ess ,act is am5d$ by ins]t+ aft] section #ea1 z add$ by section #ajjcja ( ?is title1 ! foll[+3 #eb4 ,re5try entrepr5eur%ip c\nsel+ & tra9+ = inc>c]at$ individuals 7a7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ individual ,! t]m cov]$ individual means an individual :o is complet+ a t]m ( imprisonm5t 9 a facility designat$ z a m9imum1 l[1 or m$ium security4 7#b7 ,res\rce p>tn]s ,! t]m res\rce p>tn]s means a small bus9ess developm5t c5t] 7def9$ 9 section #c7 or a wom5's bus9ess c5t] 7describ$ "u section #bi74 7b7 ,e/abli%m5t ,! ,adm9i/rator %all coord9ate ) res\rce p>tn]s & associations =m$ to pursue matt]s ( common conc]n to res\rce p>tn]s to provide entrepr5eur%ip c\nsel+ & tra9+ s]vices to cov]$ individuals pursuant to subsection 7c74 7c7 ,use ( funds ,am\nts made available "u ?is section %all be us$ to-- 7#a7 develop & deliv] a curriculum1 includ+ classroom in/ruction & 9-dep? tra9+ to develop skills relat$ to bus9ess plann+ & f9ancial lit]acy2 7#b7 tra9 m5tors & in/ructors2 7#c7 e/abli% public-private p>tn]%ips to support cov]$ individuals2 & 7#d7 id5tify opportunities to access capital4 4 7b7 ,re5try entrepr5eur%ip c\nsel+ & tra9+ = =m]ly inc>c]at$ individuals 7#a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration1 out ( any money 9 ! ,treasury n o!rwise appropriat$ = fiscal ye> #bjbb1 #ce1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 to c>ry out section #ec ( ! ,small ,bus9ess ,act1 z add$ by p>agraph 7#b74 7#b7 ,9 g5]al ,! ,small ,bus9ess ,act is am5d$ by ins]t+ aft] section #eb1 z add$ by subsection 7a71 ! foll[+3 #ec4 ,re5try entrepr5eur%ip c\nsel+ & tra9+ = =m]ly inc>c]at$ individuals 7a7 ,cov]$ individual def9$ ,9 ?is section1 ! t]m cov]$ individual means an individual :o complet$ a t]m ( imprisonm5t4 7b7 ,e/abli%m5t ,! ,adm9i/rator %all e/abli% a program "u :i* ! ,s]vice ,corps ( ,retir$ ,executives au?oriz$ by section #h7;b77#a77;,b7 %all provide entrepr5eur%ip c\nsel+ & tra9+ s]vices to cov]$ individuals on a nationwide basis4 7c7 ,use ( funds ,am\nts made available "u ?is section %all be us$ by ! ,s]vice ,corps ( ,retir$ ,executives = provid+ to cov]$ individuals ! foll[+ s]vices3 7#a7 ,regul> individualiz$ m5tor+ sessions to id5tify & support developm5t ( ! bus9ess plans ( cov]$ individuals4 7#b7 ,work%ops on topics specifically tailor$ to meet ! ne$s ( cov]$ individuals4 7#c7 ,in/ructional videos design$ specifically = cov]$ individuals on h[ to />t or exp& a small bus9ess conc]n4 4 #ajjfjb4 ,new />t entrepr5eurial developm5t program = =m]ly inc>c]at$ individuals 7a7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration1 out ( any money 9 ! ,treasury n o!rwise appropriat$ = fiscal ye> #bjbb1 #ce1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = c>ry+ out ?is section4 7b7 ,def9itions ,9 ?is section-- 7#a7 ,cov]$ individual ,! t]m cov]$ individual means an individual :o-- 7,a7 complet$ a t]m ( imprisonm5t2 & 7,b7 meets ! (f5se eligibility requirem5ts set =? 9 any applicable policy notice or o!r guidance issu$ by ! ,small ,bus9ess ,adm9i/ration = ! program e/abli%$ "u section #g7m7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7m774 7#b7 ,int]m$i>y2 microloan ,! t]ms int]m$i>y & microloan h ! mean+s giv5 ^? t]ms1 respectively1 9 section #g7m77#aa7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7m77#aa774 7#c7 ,p>ticipat+ l5d] ,! t]m p>ticipat+ l5d] means a p>ticipat+ l5d] describ$ "u section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a774 7#d7 ,pilot program ,! t]m pilot program means ! pilot program e/abli%$ "u subsection 7b74 7#e7 ,res\rce p>tn] ,! t]m res\rce p>tn] means-- 7,a7 a small bus9ess developm5t c5t] 7def9$ 9 section #c ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcb772 7,b7 a wom5's bus9ess c5t] 7describ$ "u section #bi ( su* ,act 7#ae ,u4,s4,c4 #fef772 7,c7 a *apt] ( ! ,s]vice ,corps ( ,retir$ ,executives 7e/abli%$ "u section #h7;b77#a77;,b7 ( su* ,act 77#ae ,u4,s4,c4 #fcg7;b77#a77;,b7772 & 7,d7 a ,vet]an ,bus9ess ,outrea* ,c5t] 7describ$ "u section #cb ( su* ,act 7#ae ,u4,s4,c4 #feg;b774 7c7 ,e/abli%m5t ,! ,adm9i/rator %all e/abli% a pilot program to aw>d grants to organizations1 or p>tn]%ips ( organizations1 to provide assi/ance to cov]$ individuals ?r\gh\t ! ,unit$ ,/ates4 7d7 ,application 7#a7 ,9 g5]al ,an organization or p>tn]%ip ( organizations desir+ a grant "u ! pilot program %all submit an application to ! ,adm9i/rator 9 su* =m1 9 su* mann]1 & conta9+ su* in=mation z ! ,adm9i/rator may reasonably require4 7#b7 ,cont5ts ,an application submitt$ "u p>agraph 7#a7 %all-- 7,a7 demon/rate t ! applicant has a p>tn]%ip )1 or is1 an int]m$i>y t %all make microloans to cov]$ individuals2 7,b7 demon/rate an ability to provide a full range ( entrepr5eurial developm5t programm+ on an ongo+ basis2 7,c7 include a plan = rea*+ cov]$ individuals1 includ+ by id5tify+ p>ticul> t>get populations )9 ! community 9 :i* a cov]$ individual lives2 7,d7 include a plan to ref] cov]$ individuals :o h complet$ p>ticipation 9 ! pilot program to exi/+ res\rce p>tn]s & p>ticipat+ l5d]s2 7,e7 include a compreh5sive plan = ! use ( grant funds1 includ+ e/imates = adm9i/rative exp5ses & outrea* co/s2 & 7,f7 any o!r requirem5ts1 z det]m9$ by ! ,adm9i/rator4 7e7 ,mat*+ requirem5t 7#a7 ,9 g5]al ,z a condition ( a grant provid$ "u ! pilot program1 ! ,adm9i/rator %all require ! recipi5t ( ! grant to contribute an am\nt equal to #be p]c5t ( ! am\nt ( ! grant1 obta9$ solely f non-,f$]al s\rces4 7#b7 ,=m ,9 addition to ca% or o!r direct fund+1 ! contribution requir$ "u p>agraph 7#a7 may include indirect co/s or 9-k9d contributions paid = "u non-,f$]al programs4 ,g ,o!r ,matt]s #ajjgja4 ,adm9i/rative exp5ses 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #abe1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = adm9i/rative exp5ses relat$ to c>ry+ out ?is title 7or any am5dm5ts made by ?is title71 except z o!rwise provid$ 9 ?is title4 7b7 ,rulemak+ ,us+ am\nts made available "u subsection 7a71 n lat] ?an #cj days aft] ! date ( ! enactm5t ( ?is ,act1 ! ,adm9i/rator may issue rules1 includ+ int]im f9al rules1 z necess>y to c>ry out ?is title & ! am5dm5ts made by ?is title4 #ajjgjb4 ,(fice ( ,inspector ,g5]al ( ! ,small ,bus9ess ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,inspector ,g5]al ( ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ab1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = audits1 inve/igations1 & o!r ov]sight ( projects & activities c>ri$ out ) funds made available by ?is title to ! ,small ,bus9ess ,adm9i/ration4 ,,xi ,committee on ,transportation & ,infra/ructure #aajjja4 ,af=dable h\s+ access program 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #i1gej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,secret>y ( ,h\s+ & ,urban ,developm5t & ! ,adm9i/rator ( ! ,f$]al ,transit ,adm9i/ration to make competitive grants "u sections #ecjg1 #ecaa1 & #ecci7;c7 ( title #di1 ,unit$ ,/ates ,code1 to support-- 7#a7 access to af=dable h\s+2 7#b7 enhanc$ mobility = resid5ts & rid]s1 includ+ ^? 9 disadvantag$ communities & neighborhoods1 p]si/5t pov]ty communities1 or = l[-income rid]s g5]ally2 & 7#c7 o!r community b5efits = resid5ts ( disadvantag$ communities or neighborhoods1 p]si/5t pov]ty communities1 or = l[-income rid]s g5]ally id5tifi$ by ! ,secret>y & ! ,adm9i/rator relat$ to enhanc$ transit s]vice1 includ+-- 7,a7 access to job & educational opportunities2 7,b7 bett] connections to m$ical c>e2 & 7,c7 enhanc$ access to groc]y /ores ) fre% foods to help elim9ate food des]ts4 7b7 ,adm9i/ration ( funds ,funds made available "u ?is section-- 7#a7 %all n be subject to any prior re/riction on ! total am\nt ( funds available = implem5tation or execution ( programs au?oriz$ "u sections #ecjg1 #ecaa1 #ecab1 #ecad1 or #ecci7;c7 ( title #di1 ,unit$ ,/ates ,code2 7#b7 not)/&+ requirem5ts relat$ to ,gov]nm5t %>e "u su* sections1 %all be available = up to #ajj p]c5t ( ! net co/ ( a project2 7#c7 not)/&+ section #ecjg7;a77#a7 ( su* title1 may be us$ = op]at+ co/s ( equipm5t & facilities 9 an urbaniz$ area ) a population equal to or great] ?an #bjj1jjj individuals2 & 7#d7 %all be exp5d$ 9 compliance ) ! ,u4,s4 ,dep>tm5t ( ,transportation's ,disadvantag$ ,bus9ess ,ent]prise ,program4 7c7 ,eligible activities ,eligible activities = funds made available "u subsection 7a7 %all be-- 7#a7 con/ruction ( a new fix$ guideway capital project2 7#b7 con/ruction ( a bus rapid transit project or a corridor-bas$ bus rapid transit project t utilizes z]o-emission vehicles1 or a collection ( su* projects2 7#c7 ! e/abli%m5t or expansion ( high-frequ5cy bus s]vice t utilizes z]o-emission buses2 7#d7 ! acquisition ( z]o-emission vehicles or relat$ infra/ructure "u section #ecci7;c7 ( title #di1 ,unit$ ,/ates ,code1 to exp& s]vice 9 urban areas & ! acquisition ( vehicles "u section #ecaa ( su* title to exp& s]vice 9 non-urban areas2 7#e7 an expansion ( ! s]vice area or ! frequ5cy ( s]vice ( recipi5ts or subrecipi5ts "u sections #ecjg or #ecaa ( su* title1 includ+ ! provision ( f>e-free or r$uc$-f>e s]vice2 7#f7 r5ovation or con/ruction ( facilities & incid5tal exp5ses relat$ to transit s]vice 9 disadvantag$ communities or neighborhoods or s]vice t b5efits l[-income rid]s g5]ally2 7#g7 additional assi/ance to project sponsors ( new fix$ guideway capital projects1 core capacity improvem5t projects1 or corridor-bas$ bus rapid transit projects n yet op5 to rev5ue s]vice1 not)/&+ applicable requirem5ts reg>d+ ,gov]nm5t %>e ( contributions t[>d net project co/ ( ! project or ! %>e ( contributions provid$ by ! ,adm9i/rator ( ! ,f$]al ,transit ,adm9i/ration1 if-- 7,a7 ! applicant demon/rates t ! availability ( fund+ "u ?is section provides additional support = transit s]vices consi/5t ) ! requirem5ts 9 subsection 7a72 & 7,b7 assi/ance "u ?is p>agraph does n increase by m ?an #aj p]c5tage po9ts-- 7i7 ! ,gov]nm5t %>e ( contributions t[>d net project co/2 or 7ii7 ! ,gov]nm5t %>e ( assi/ance f a program c>ri$ out by ! ,adm9i/rator ( ! ,f$]al ,transit ,adm9i/ration2 7#h7 fleet transition1 r\te1 or o!r public transportation plann+1 includ+ plann+ relat$ to economic developm5t2 & 7#i7 projects to upgrade ! accessibility ( bus or rail public transportation s]vices = p]sons ) disabilities1 includ+ individuals :o use :eel*airs4 7d7 ,rese>*1 te*nical assi/ance1 & tra9+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = grants "u sections #ecab or #ecad ( title #di1 ,unit$ ,/ates ,code1 7exclud+ grants relat$ to any activities or agreem5ts ) int]national entities or =eign nationals7 =-- 7#a7 activities "u section #ecab ( su* title t support ef=ts to r$uce b>ri]s to ! deploym5t ( z]o-emission transit vehicles 9 disadvantag$ communities or neighborhoods & rural areas1 includ+ b>ri]s relat$ to ! co/ ( su* vehicles2 & 7#b7 activities "u section #ecad ( su* title = tra9+ & developm5t activities to support ! provision ( s]vice to disadvantag$ communities or neighborhoods & rural areas4 7e7 ,adm9i/rative exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = adm9i/rative exp5ses & ov]sight co/s ( c>ry+ out ?is section & to make new aw>ds or to increase prior aw>ds to provide te*nical assi/ance & capacity build+ = eligible recipi5ts or subrecipi5ts "u ?is section4 7f7 ,p]iod ( availability ,any funds provid$ f ! g5]al fund ( ! ,treasury to c>ry out grants "u section #ecci7;c7 ( title #di1 ,unit$ ,/ates ,code1 = fiscal ye>s #bjbe & #bjbf %all rema9 available until ,septemb] #cj1 #bjbh4 #aajjjb4 ,community climate inc5tive grant program 7a7 ,9 g5]al ,*apt] #a ( title #bc1 ,unit$ ,/ates ,code1 is am5d$ by add+ at ! end ! foll[+3 #agg4 ,community climate inc5tive grant program 7a7 ,e/abli%m5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration-- 7#a7 to e/abli% a gre5h\se gas p]=mance measure t requires ,/ates to set p]=mance t>gets to r$uce gre5h\se gas emissions2 7#b7 to e/abli% an inc5tive /ructure to rew>d ,/ates t demon/rate ! mo/ significant progress t[>d a*iev+ r$uctions 9 gre5h\se gas emissions2 7#c7 to e/abli% consequ5ces = ,/ates t d n a*ieve r$uctions 9 gre5h\se gas emissions2 7#d7 to issue guidance & regulations & provide te*nical assi/ance z necess>y to implem5t ?is section2 & 7#e7 = op]ations & adm9i/ration ( ! ,f$]al ,highway ,adm9i/ration 9 c>ry+ out ?is section4 7b7 ,inc5tive grants to /ates ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration = inc5tive grants = c>bon r$uction projects1 to be aw>d$ to ,/ates t-- 7#a7 qualify = a rew>d "u ! inc5tive /ructure e/abli%$ by ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration "u subsection 7a77#b72 or 7#b7 h incorporat$ c>bon r$uction /rategies t contribute to a*iev+ net z]o gre5h\se gas emissions by #bjej into ! transportation plans requir$ "u section #ace4 7c7 ,community climate grants to o!r eligible entities 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration to aw>d grants1 on a competitive basis1 = c>bon r$uction projects to eligible entities t are n ,/ates4 7#b7 ,f$]al %>e ,! ,f$]al %>e ( ! co/ ( a project c>ri$ out ) a grant "u ?is subsection may be up to #ajj p]c5t4 7d7 ,use ( funds 7#a7 ,9 g5]al ,a project c>ri$ out "u subsection 7b7 or 7c7 %all be treat$ z a project on a ,f$]al-aid highway4 7#b7 ,compliance ) exi/+ requirem5ts ,funds made available = a grant "u subsection 7b71 & funds made available = a grant "u subsection 7c7 t are adm9i/]$ by or ?r\gh a ,/ate dep>tm5t ( transportation1 %all be exp5d$ 9 compliance ) ! ,u4,s4 ,dep>tm5t ( ,transportation's ,disadvantag$ ,bus9ess ,ent]prise ,program4 7e7 ,limitation ,funds made available "u ?is section %all n-- 7#a7 be subject to any re/riction or limitation on ! total am\nt ( funds available = implem5tation or execution ( programs au?oriz$ = ,f$]al-aid highways2 or 7#b7 be us$ = projects t result 9 additional ?r\gh travel lanes = s+le occupant pass5g] vehicles4 7f7 ,def9itions ,9 ?is section3 7#a7 ,c>bon r$uction project ,! t]m c>bon r$uction project means a project-- 7,a7 t is eligible "u ?is title2 & 7,b7 t-- 7i7 w result 9 significant r$uctions 9 gre5h\se gas emissions relat$ to a surface transportation facility or project2 7ii7 provides z]o-emission transportation options2 7iii7 r$uces dep5d5ce on s+le-occupant vehicle trips2 or 7iv7 advances c>bon r$uction /rategies adopt$ by an eligible entity t contribute to a*iev+ net-z]o gre5h\se gas emissions by #bjej4 7#b7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a unit ( local gov]nm5t2 7,b7 a political subdivision ( a ,/ate2 7,c7 a t]ritory2 7,d7 a metropolitan plann+ organization 7z def9$ 9 section #acd7;b77#b772 7,e7 a special purpose di/rict or public au?ority ) a transportation function2 7,f7 an entity describ$ 9 section #bjg7m77#a77;,e72 or 7,g7 a ,/ate4 4 7b7 ,cl]ical am5dm5t ,! analysis = *apt] #a ( title #bc1 ,unit$ ,/ates ,code1 is am5d$ by add+ at ! end ! foll[+3 #agg4 ,community climate inc5tive grant program4 4 #aajjjc4 ,neighborhood access & equity grant program 7a7 ,9 g5]al ,*apt] #a ( title #bc1 ,unit$ ,/ates ,code1 is fur!r am5d$ by add+ at ! end ! foll[+3 #agh4 ,neighborhood access & equity grant program 7a7 ,9 ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1cgj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration = competitive grants to eligible entities describ$ 9 subsection 7b7-- 7#a7 to improve walkability1 safety1 & af=dable transportation access ?r\gh con/ruction ( projects t are context-s5sitive-- 7,a7 to remove1 rem$iate1 or reuse a facility describ$ 9 subsection 7c77#a72 7,b7 to replace a facility describ$ 9 subsection 7c77#a7 ) a facility t is at-grade or l[] spe$2 7,c7 to retr(it or cap a facility describ$ 9 subsection 7c77#a72 7,d7 to build or improve complete /reets1 multiuse trails1 regional gre5ways1 or active transportation networks & sp9es2 or 7,e7 to provide af=dable access to ess5tial de/9ations1 public spaces1 or transportation l9ks & hubs2 7#b7 to mitigate or rem$iate negative impacts on ! human or natural environm5t result+ f a facility describ$ 9 subsection 7c77#b7 9 a disadvantag$ or und]s]v$ community1 includ+ con/ruction (-- 7,a7 noise b>ri]s to r$uce impacts result+ f a facility describ$ 9 subsection 7c77#b72 7,b7 te*nologies1 infra/ructure1 & activities to r$uce surface transportation-relat$ air pollution1 includ+ gre5h\se gas emissions2 7,c7 infra/ructure or protective features to r$uce or manage /ormwat] run-(f result+ f a facility describ$ 9 subsection 7c77#b71 includ+ ?r\gh natural infra/ructure & p]vi\s1 p]meable1 or por\s pavem5t2 7,d7 infra/ructure & natural features to r$uce or mitigate urban heat isl& hot spots 9 ! transportation "r-(-way or on surface transportation facilities2 or 7,e7 safety improvem5ts = vuln]able road us]s2 & 7#c7 = plann+ & capacity build+ activities 9 disadvantag$ or und]s]v$ communities to-- 7,a7 id5tify1 monitor1 or assess local & ambi5t air quality1 emissions ( transportation gre5h\se gases1 hot spot areas ( extreme heat or elevat$ air pollution1 gaps 9 tree canopy cov]age1 or flood prone transportation infra/ructure2 7,b7 assess transportation equity or pollution impacts & develop local anti-displacem5t policies & community b5efit agreem5ts2 7,c7 conduct pr$evelopm5t activities = projects eligible "u ?is subsection2 7,d7 exp& public p>ticipation 9 transportation plann+ by individuals & organizations 9 disadvantag$ or und]s]v$ communities2 or 7,e7 adm9i/] or obta9 te*nical assi/ance relat$ to activities describ$ 9 ?is subsection4 7b7 ,eligible entities describ$ ,an eligible entity ref]r$ to 9 subsection 7a7 is-- 7#a7 a ,/ate2 7#b7 a unit ( local gov]nm5t2 7#c7 a political subdivision ( a ,/ate2 7#d7 an entity describ$ 9 section #bjg7m77#a77;,e72 7#e7 a t]ritory ( ! ,unit$ ,/ates2 7#f7 a special purpose di/rict or public au?ority ) a transportation function2 7#g7 a metropolitan plann+ organization 7z def9$ 9 section #acd7;b77#b772 or 7#h7 ) respect to a grant describ$ 9 subsection 7a77#c71 9 addition to an eligible entity describ$ 9 p>agraphs 7#a7 ?r\gh 7#g71 a nonpr(it organization or in/itution ( high] education t has ent]$ into a p>tn]%ip ) an eligible entity describ$ 9 p>agraphs 7#a7 ?r\gh 7#g74 7c7 ,facility describ$ ,a facility ref]r$ to 9 subsection 7a7 is-- 7#a7 a surface transportation facility = :i* high spe$s1 grade sep>ation1 or o!r design factors create an ob/acle to connectivity )9 a community2 or 7#b7 a surface transportation facility :i* is a s\rce ( air pollution1 noise1 /ormwat]1 or o!r burd5 to a disadvantag$ or und]s]v$ community4 7d7 ,inve/m5t 9 economically disadvantag$ communities 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1ehj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration to provide grants = projects 9 communities describ$ 9 p>agraph 7#b7 = ! same purposes & adm9i/]$ 9 ! same mann] z describ$ 9 subsection 7a74 7#b7 ,communities describ$ ,a community ref]r$ to 9 p>agraph 7#a7 is a community t-- 7,a7 is economically disadvantag$1 includ+ an und]s]v$ community or a community locat$ 9 an area ( p]si/5t pov]ty2 7,b7 has ent]$ or w ent] into a community b5efits agreem5t ) repres5tatives ( ! community2 7,c7 has an anti-displacem5t policy1 a community l& tru/1 or a community advisory bo>d 9 effect2 or 7,d7 has demon/rat$ a plan = employ+ local resid5ts 9 ! area impact$ by ! activity or project propos$ "u ?is section4 7e7 ,adm9i/ration 7#a7 ,9 g5]al ,a project c>ri$ out "u subsection 7a7 or 7d7 %all be treat$ z a project on a ,f$]al-aid highway4 7#b7 ,compliance ) exi/+ requirem5ts ,funds made available = a grant "u ?is section & adm9i/]$ by or ?r\gh a ,/ate dep>tm5t ( transportation %all be exp5d$ 9 compliance ) ! ,u4,s4 ,dep>tm5t ( ,transportation's ,disadvantag$ ,bus9ess ,ent]prise ,program4 7f7 ,co/ %>e ,! ,f$]al %>e ( ! co/ ( an activity c>ri$ out us+ a grant aw>d$ "u ?is section %all be n m ?an #hj p]c5t1 except t ! ,f$]al %>e ( ! co/ ( a project 9 a disadvantag$ or und]s]v$ community may be up to #ajj p]c5t4 7g7 ,te*nical assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration =-- 7#a7 guidance1 te*nical assi/ance1 templates1 tra9+1 or tools to facilitate effici5t & effective contract+1 design1 & project deliv]y by units ( local gov]nm5t2 7#b7 subgrants to units ( local gov]nm5t to build capacity ( su* units ( local gov]nm5t to assume responsibilities to deliv] surface transportation projects2 & 7#c7 op]ations & adm9i/ration ( ! ,f$]al ,highway ,adm9i/ration4 7h7 ,limitations ,am\nts made available "u ?is section %all n-- 7#a7 be subject to any re/riction or limitation on ! total am\nt ( funds available = implem5tation or execution ( programs au?oriz$ = ,f$]al-aid highways2 & 7#b7 be us$ = a project = additional ?r\gh travel lanes = s+le-occupant pass5g] vehicles4 4 7b7 ,cl]ical am5dm5t ,! analysis = *apt] #a ( title #bc1 ,unit$ ,/ates ,code1 is fur!r am5d$ by add+ at ! end ! foll[+3 #agh4 ,neighborhood access & equity grant program4 4 #aajjjd4 ,t]ritorial highway program fund+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cbj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration = di/ribution "u section #afe7;c7 ( title #bc1 ,unit$ ,/ates ,code4 7b7 ,limitation ,funds made available "u ?is section %all n be subject to any re/riction or limitation on ! total am\nt ( funds available = implem5tation or execution ( programs au?oriz$ = ,f$]al-aid highways4 #aajjje4 ,traffic safety cle>+h\se 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dg1ejj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,adm9i/rator ( ! ,national ,highway ,traffic ,safety ,adm9i/ration to make #a or m grants1 coop]ative agreem5ts1 or contracts ) #a or m qualifi$ in/itutions to-- 7#a7 op]ate a national cle>+h\se = fair & equitable traffic safety en=cem5t programs2 7#b7 conduct rese>* relat+ to1 & develop1 sy/ems = ,/ates to collect traffic safety en=cem5t data1 & provide te*nical assi/ance to ,/ates collect+ su* data1 includ+ ! %>+ ( data to a national database2 7#c7 develop recomm5dations & be/ practices to help ,/ates collect & use traffic safety en=cem5t data to promote equity & r$uce traffic-relat$ fatalities & injuries2 & 7#d7 develop in=mation & educational programs relat+ to implem5t+ equitable traffic safety en=cem5t be/ practices to assi/ ,/ates & local communities4 7b7 ,adm9i/ration ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1ejj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,adm9i/rator ( ! ,national ,highway ,traffic ,safety ,adm9i/ration = ! sal>ies1 exp5ses1 & co/s ( adm9i/]+ ?is section4 7c7 ,def9ition ( ,/ate ,9 ?is section ! t]m ,/ate has ! mean+ giv5 ! t]m 9 section #dja ( title #bc1 ,unit$ ,/ates ,code4 #aajjjf4 ,pass5g] rail improvem5t1 mod]nization1 & emissions r$uction grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,transportation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = f9ancial assi/ance "u sections #bfaja & #bfajf ( title #di1 ,unit$ ,/ates ,code1 to eligible entities = eligible projects4 7b7 ,def9itions ,9 ?is section3 7#a7 ,corridor ,! t]m corridor means an exi/+1 modifi$1 or propos$ int]city pass5g] rail s]vice 7z def9$ 9 section #bfajf7;b77#e7 ( title #di1 ,unit$ ,/ates ,code74 7#b7 ,eligible entity ,! t]m eligible entity means-- 7,a7 an entity t is eligible to receive f9ancial assi/ance "u section #bfaja ( title #di1 ,unit$ ,/ates ,code2 & 7,b7 an applicant t is eligible to receive a grant "u section #bfajf ( title #di1 ,unit$ ,/ates ,code4 7#c7 ,eligible project ,! t]m eligible project means-- 7,a7 a plann+ project = high-spe$ rail corridor developm5t t consi/s ( plann+ activities eligible to receive f9ancial assi/ance "u section #bfaja7;b77#a7 ( title #di1 ,unit$ ,/ates ,code2 & 7,b7 a capital project = high-spe$ rail corridor developm5t t-- 7i7 is eligible to receive a grant = a capital project 7z def9$ 9 section #bfajf7;b77#c7 ( title #di1 ,unit$ ,/ates ,code72 & 7ii7 directly s]ves rail /ations )9 urban areas 7z publi%$ by ! ,bureau ( ! ,c5sus7 t are locat$ 9 close proximity to a c5sus tract 7z publi%$ by ! ,bureau ( ! ,c5sus7 )9 ! urban area t has a great] d5sity population ?an ! urban area z a :ole4 7#d7 ,high-spe$ rail ,! t]m high-spe$ rail means non-highway gr\nd transportation t is own$ or op]at$ by an eligible entity & reasonably expect$ to rea* spe$s (-- 7,a7 #afj miles p] h\r or fa/] on a %>$ use "r-(-way2 or 7,b7 #ahf miles p] h\r or fa/] on a d$icat$ "r-(-way4 7c7 ,allocation ,n less ?an #a1jjj1jjj1jjj ( ! am\nts appropriat$ by subsection 7a7 %all be us$ = eligible projects describ$ 9 subsection 7b77#c77;,a74 7d7 ,f$]al %>e ,= any f9ancial assi/ance & grants provid$ pursuant to ?is section1 ! ,f$]al %>e may n exce$ #ij p]c5t ( ! total co/ ( ! eligible project4 7e7 ,ov]sight ,n m ?an #ajj1jjj1jjj ( ! am\nts appropriat$ by subsection 7a7 may be us$ by ! ,secret>y ( ,transportation = ! co/s ( aw>d & project managem5t ( f9ancial assi/ance provid$ "u ?is section4 #aajjjg4 ,alt]native fuel & l[-emission aviation te*nology program 7a7 ,appropriation & e/abli%m5t ,= purposes ( e/abli%+ a competitive grant program to provide grants to eligible entities to c>ry out projects locat$ 9 ! ,unit$ ,/ates t produce1 transport1 bl5d1 or /ore su/a9able aviation fuel1 or develop1 demon/rate1 or apply l[-emission aviation te*nologies1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjbf-- 7#a7 #bdg1jjj1jjj = projects relat+ to ! production1 transportation1 bl5d+1 or /orage ( su/a9able aviation fuel2 7#b7 #dg1jjj1jjj = projects relat+ to l[-emission aviation te*nologies2 & 7#c7 #f1jjj1jjj to fund ! aw>d ( grants "u ?is section1 & ov]sight ( ! program1 by ! ,secret>y4 7b7 ,consid]ations ,9 c>ry+ out subsection 7a71 ! ,secret>y %all consid]1 ) respect to a propos$ project-- 7#a7 ! capacity = ! eligible entity to increase ! dome/ic production & deploym5t ( su/a9able aviation fuel or ! use ( l[-emission aviation te*nologies among ! ,unit$ ,/ates comm]cial aviation & a]ospace indu/ry2 7#b7 ! project$ gre5h\se gas emissions f su* project1 includ+ emissions result+ f ! developm5t ( ! project1 & ! pot5tial ! project has to r$uce or displace1 on a lifecycle basis1 ,unit$ ,/ates gre5h\se gas emissions associat$ ) air travel2 7#c7 ! capacity to create new jobs & develop supply *a9 p>tn]%ips 9 ! ,unit$ ,/ates2 7#d7 = projects relat$ to ! production ( su/a9able aviation fuel1 ! project$ lifecycle gre5h\se gas emissions b5efits f ! propos$ project1 :i* %all include fe$/ock & fuel production & pot5tial direct & indirect gre5h\se gas emissions 7includ+ result+ f *anges 9 l& use72 & 7#e7 ! b5efits ( ensur+ a div]sity ( fe$/ocks = su/a9able aviation fuel1 includ+ ! use ( wa/e c>bon oxides & direct air capture4 7c7 ,co/ %>e ,! ,f$]al %>e ( ! co/ ( a project c>ri$ out us+ grant funds "u subsection 7a7 %all be a maximum ( #ij p]c5t ( ! propos$ total co/ ( ! project1 & ! ,secret>y %all consid] ! ext5t to :i* a propos$ project meets ! consid]ations describ$ 9 subsection 7b7 9 det]m9+ ! ,f$]al %>e "u ?is subsection4 7d7 ,fuel emissions r$uction te/ ,= purposes ( clause 7ii7 ( subsection 7e77#g77;,e71 ! ,secret>y %all1 n lat] ?an #b ye>s aft] ! date ( enactm5t ( ?is section1 adopt at lea/ #a me?odology = te/+ lifecycle gre5h\se gas emissions t meets ! requirem5ts ( su* clause4 7e7 ,def9itions ,9 ?is section3 7#a7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a ,/ate or local gov]nm5t1 includ+ ! ,di/rict ( ,columbia1 o!r ?an an airport sponsor2 7,b7 an air c>ri]2 7,c7 an airport sponsor2 7,d7 an accr$it$ in/itution ( high] education2 7,e7 a rese>* in/itution2 7,f7 a p]son or entity engag$ 9 ! production1 transportation1 bl5d+1 or /orage ( su/a9able aviation fuel 9 ! ,unit$ ,/ates or fe$/ocks 9 ! ,unit$ ,/ates t c\ld be us$ to produce su/a9able aviation fuel2 7,g7 a p]son or entity engag$ 9 ! developm5t1 demon/ration1 or application ( l[-emission aviation te*nologies2 or 7,h7 nonpr(it entities or nonpr(it consortia ) exp]i5ce 9 su/a9able aviation fuels1 l[-emission aviation te*nologies1 or o!r clean transportation rese>* programs4 7#b7 ,fe$/ock ,! t]m fe$/ock means s\rces ( hydrog5 & c>bon n orig9at+ f unref9$ or ref9$ petro*emicals4 7#c7 ,induc$ l&-use *ange values ,! t]m induc$ l&-use *ange values means ! gre5h\se gas emissions result+ f ! conv]sion ( l& to ! production ( fe$/ocks & f ! conv]sion ( o!r l& due to ! displacem5t ( crops or animals = :i* ! orig9al l& 0 previ\sly us$4 7#d7 ,lifecycle gre5h\se gas emissions ,! t]m lifecycle gre5h\se gas emissions means ! comb9$ gre5h\se gas emissions f fe$/ock production1 collection ( fe$/ock1 transportation ( fe$/ock to fuel production facilities1 conv]sion ( fe$/ock to fuel1 transportation & di/ribution ( fuel1 & fuel combu/ion 9 an aircraft eng9e1 z well z f induc$ l&-use *ange values4 7#e7 ,l[-emission aviation te*nologies ,! t]m l[-emission aviation te*nologies means te*nologies1 produc$ 9 ! ,unit$ ,/ates1 t significantly-- 7,a7 improve aircraft fuel effici5cy2 7,b7 increase utilization ( su/a9able aviation fuel2 or 7,c7 r$uce gre5h\se gas emissions produc$ dur+ op]ation ( civil aircraft4 7#f7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,transportation4 7#g7 ,su/a9able aviation fuel ,! t]m su/a9able aviation fuel means liquid fuel1 produc$ 9 ! ,unit$ ,/ates1 t-- 7,a7 consi/s ( syn!siz$ hydroc>bons2 7,b7 meets ! requirem5ts (-- 7i7 ,,a/m ,int]national ,/&>d ,d#geff2 or 7ii7 ! co-process+ provisions ( ,,a/m ,int]national ,/&>d ,d#afee1 ,annex ,a#a 7or su* successor /&>d72 7,c7 is d]iv$ f biomass 79 a simil> mann] z su* t]m is def9$ 9 section #de,k7c77#c7 ( ! ,int]nal ,rev5ue ,code ( #aihf71 wa/e /reams1 r5ewable en]gy s\rces1 or gase\s c>bon oxides2 7,d7 is n d]iv$ f palm fatty acid di/illates2 & 7,e7 a*ieves at lea/ a #ej p]c5t lifecycle gre5h\se gas emissions r$uction 9 comp>ison ) petroleum-bas$ jet fuel1 z det]m9$ by a te/ t %[s-- 7i7 ! fuel production pa?way a*ieves at lea/ a #ej p]c5t r$uction ( ! aggregate attributional core lifecycle emissions & ! induc$ l& use *ange values "u a lifecycle me?odology = su/a9able aviation fuels simil> to t adopt$ by ! ,int]national ,civil ,aviation ,organization ) ! agreem5t ( ! ,unit$ ,/ates2 or 7ii7 ! fuel production pa?way a*ieves at lea/ a #ej p]c5t r$uction ( ! aggregate attributional core lifecycle gre5h\se gas emissions values & ! induc$ l&-use *ange values "u ano!r me?odology t ! ,secret>y det]m9es is-- 7,i7 reflective ( ! late/ sci5tific und]/&+ ( lifecycle gre5h\se gas emissions2 & 7,,ii7 z /r+5t z ! requirem5t "u clause 7i74 #aajjjh4 ,assi/ance to update & en=ce haz>d resi/ant codes & /&>ds 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ade1ejj1jjj1 to rema9 available until exp5d$1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = ! ,build+ ,resili5t ,infra/ructure & ,communities ,program = activities & grants t provide te*nical assi/ance & capacity build+1 = :i* ! ,f$]al co/ %>e %all be #ajj p]c5t1 to ,/ate1 local1 ,indian ,tribal1 t]ritorial1 or ! ,di/rict ( ,columbia gov]nm5ts = e/abli%+1 implem5t+1 & c>ry+ out en=cem5t activities ( ! late/ publi%$ editions ( relevant p]=mance-bas$ & cons5sus-bas$ codes1 specifications1 & /&>ds1 includ+ am5dm5ts made by ,/ate1 local1 ,indian ,tribal1 t]ritorial1 or ! ,di/rict ( ,columbia gov]nm5ts dur+ ! adoption process1 t incorporate-- 7#a7 ! late/ haz>d-resi/ant designs2 & 7#b7 ! late/ requirem5ts = ! ma9t5ance & inspection ( exi/+ build+s to address haz>d risk4 7b7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise available1 #d1ejj1jjj to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy1 to rema9 available until exp5d$1 = adm9i/rative exp5ses ( c>ry+ out ?is section4 #aajjji4 ,economic ,developm5t ,adm9i/ration 7a7 ,economic developm5t assi/ance = regional economic gr[? clu/]s ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1cfj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! ,secret>y ( ,comm]ce 7ref]r$ to 9 ?is section z ! ,secret>y7 = grants "u section #bji 7except = assi/ance au?oriz$ by section #bji7;c77#a77 ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cadi7 to develop regional economic gr[? clu/]s1 includ+ grants = te*nical assi/ance1 plann+1 & pr$evelopm5t activities1 subject to ! condition t sections #bjd & #cja ( su* ,act 7#db ,u4,s4,c4 #cadd & #cafa7 %all n apply to grants made ) am\nts made available "u ?is subsection4 7b7 ,recompete grants = p]si/5tly di/ress$ communities 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! ,secret>y ( ,comm]ce = economic adju/m5t assi/ance z au?oriz$ by section #bji 7except = assi/ance au?oriz$ by section #bji7;c77#a77 ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cadi7 to provide grants to eligible recipi5ts 7z def9$ 9 section #c ( su* ,act7 to alleviate economic di/ress & support long-t]m compreh5sive economic developm5t & job creation 9 p]si/5tly di/ress$ local labor m>kets & local communities1 except t sections #bjd & #cja ( su* ,act 7#db ,u4,s4,c4 #cadd & #cafa7 %all be inapplicable to su* grants4 7#b7 ,recompete plan ,z a condition ( receipt ( a grant describ$ "u p>agraph 7#a71 an eligible recipi5t %all submit a compreh5sive #aj-ye> economic developm5t plan = approval by ! ,secret>y t includes-- 7,a7 propos$ programs & activities to be c>ri$ out ) a grant aw>d$ "u ?is subsection to address ! economic *all5ges ( ! local labor m>ket or local community 9 a mann] t promotes long-t]m1 su/a9$ economic gr[?1 quality job creation1 & local prime-age employm5t gr[?2 7,b7 project$ co/s1 annual exp5ditures1 & a propos$ grant disbursem5t s*$ule2 & 7,c7 o!r local economic in=mation & p]iodic b5*m>k+ crit]ia z ! ,secret>y det]m9es appropriate4 7#c7 ,maximum aw>d am\nt ,9 det]m9+ ! maximum am\nt ( a grant t may be aw>d$ "u p>agraph 7#a7 = ! purposes ( implem5t+ & c>ry+ out ! programs & activities id5tifi$ 9 an approv$ recompete plan describ$ 9 p>agraph 7#b71 ! ,secret>y %all use ! product obta9$ by multiply+-- 7,a7 ! diff]5ce 9 ! prime-age employm5t rate betwe5 ! ,unit$ ,/ates & ! local labor m>ket or local community2 7,b7 ! prime-age population ( ! local labor m>ket or local community2 & 7,c7 ei!r-- 7i7 #gj1ehe = local labor m>kets ) a prime-age employm5t rate n less ?an #b4e p]c5t bel[ ! ,unit$ ,/ates2 or 7ii7 #ec1fjj = local communities ) a prime-age employm5t rate n less ?an #e p]c5t bel[ ! ,unit$ ,/ates4 7#d7 ,def9itions ,9 ?is subsection3 7,a7 ,local labor m>ket ,! t]m local labor m>ket means any ( ! foll[+ areas t conta9s #a or m recipi5ts eligible "u p>agraph 7#a73 7i7 ,a metropolitan /ati/ical area or micropolitan /ati/ical area1 exclud+ any area describ$ 9 clause 7iii74 7ii7 ,a commut+ zone1 exclud+ any areas describ$ 9 clauses 7i7 & 7iii74 7iii7 ,tribal l& subject to ! jurisdiction ( an ,indian ,tribe4 7,b7 ,local community ,! t]m local community means ! area s]v$ by a unit ( g5]al local gov]nm5t t is locat$ )91 b does n cov] ! entire area (1 a local labor m>ket t does n meet ! crit]ia describ$ 9 p>agraph 7#c77;,c77i74 7c7 ,economic adju/m5t assi/ance = en]gy & indu/rial transition communities ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bdj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,secret>y ( ,comm]ce = economic adju/m5t assi/ance z au?oriz$ by section #bji 7except = assi/ance au?oriz$ by section #bji7;c77#a77 ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cadi7 to provide assi/ance1 includ+ grants = te*nical assi/ance1 plann+1 & pr$evelopm5t activities1 to en]gy & indu/rial transition communities1 includ+ oil1 gas1 coal1 nucle>1 & biomass transition communities1 & manufactur+ transition communities4 7d7 ,economic adju/m5t assi/ance = te*nical assi/ance1 project pr$evelopm5t1 & capacity build+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bdj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,secret>y ( ,comm]ce = economic adju/m5t assi/ance z au?oriz$ by section #bji 7except = assi/ance au?oriz$ by section #bji7;c77#a77 ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cadi7 to provide grants = te*nical assi/ance1 project pr$evelopm5t1 & capacity build+ activities1 includ+ activities relat+ to ! writ+ ( grant applications 7consi/5t ) section #bac ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #caec77 & /ip5ds to local community organizations = plann+ p>ticipation1 community outrea* & engagem5t activities1 subject to ! conditions t-- 7#a7 sections #bjd & #cja ( su* ,act %all n apply to grants made ) am\nts made available "u ?is subsection2 & 7#b7 n less ?an #ej p]c5t ( ! am\nts made available "u ?is subsection %all be = activities t are c>ri$ out 9 und]s]v$ communities4 7e7 ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #baj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! adm9i/rative exp5ses ( c>ry+ out ?is section4 #aajjaj4 ,assi/ance = ,f$]al build+s ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to be deposit$ 9 ! ,f$]al ,build+s ,fund e/abli%$ "u section #eib ( title #dj1 ,unit$ ,/ates ,code1 = measures necess>y to conv]t facilities ( ! ,adm9i/rator ( ,g5]al ,s]vices to high-p]=mance gre5 build+s 7z def9$ 9 section #dja ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agjfa774 #aajjaa4 ,climate resili5t ,coa/ ,gu>d infra/ructure ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,coa/ ,gu>d = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! acquisition1 design1 & con/ruction ( new1 or replacem5t ( exi/+1 climate resili5t facilities1 includ+ p]sonnel read9ess facilities su* z family support s]vices facilities1 t are ?reat5$ by or h be5 impact$ by climate *ange1 z au?oriz$ "u sections #ejd7;e7 & #aaja7;b77#a7 ( title #ad1 ,unit$ ,/ates ,code4 #aajjab4 ,great ,lakes icebreak] acquisition 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,coa/ ,gu>d = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = acquisition1 design1 & con/ruction ( a ,great ,lakes heavy icebreak]1 z au?oriz$ "u section #hajg ( ! ,william ,m4 7,mac7 ,?ornb]ry ,national ,def5se ,au?orization ,act = ,fiscal ,ye> #bjba 7,public ,law #aaf-bhc74 7b7 ,limitation ,! funds made available "u ?is section are subject to ! condition t ! ,coa/ ,gu>d %all n-- 7#a7 ent] into an agreem5t involv+ funds made available "u subsection 7a7 if su* agreem5t-- 7,a7 is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 involves any paym5t t c\ld be made or funds disburs$ us+ am\nts made available "u subsection 7a7 aft] ,septemb] #cj1 #bjca2 or 7#b7 use any o!r funds available to ! ,coa/ ,gu>d to satisfy obligations initially made "u subsection 7a74 #aajjac4 ,port infra/ructure & supply *a9 resili5ce 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,m>itime ,adm9i/ration = ! purposes ( mak+ grants = projects to support supply *a9 resili5ce1 r$uction 9 port conge/ion1 & ! developm5t ( (f%ore w9d ?r\gh ! program "u section #ejcjb7;c7 ( title #df1 ,unit$ ,/ates ,code4 7b7 ,limitations ,! funds made available "u ?is section are subject to ! condition t ! ,secret>y ( ,transportation %all n-- 7#a7 ent] into an agreem5t involv+ funds made available "u subsection 7a7 if su* agreem5t-- 7,a7 is = a t]m ext5d+ beyond ,septemb] #cj1 #bjca2 or 7,b7 involves any paym5t t c\ld be made or funds disburs$ us+ am\nts made available "u subsection 7a7 aft] ,septemb] #cj1 #bjca2 or 7#b7 use any o!r funds available to ! ,secret>y to satisfy obligations initially made "u subsection 7a74 #aajjad4 ,alt]native wat] s\rce project grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #abe1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #bbj ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #acjj71 9 accordance ) subsection 7b71 :i* funds may be us$ to make grants "u su* section on ! condition t-- 7#a7 a project c>ri$ out us+ su* funds %all1 to ! maximum ext5t practicable1 maximize ! avoidance1 m9imization1 or mitigation ( climate *ange impacts on1 & (1 any con/ruct$ "p ( ! project 7includ+ ?r\gh ! implem5tation ( te*nologies to recov] & reuse en]gy produc$ 9 ! treatm5t ( wa/ewat]72 & 7#b7 all ( ! iron & /eel us$ 9 ! project are produc$ 9 ! ,unit$ ,/ates 9 accordance ) section #fjh ( su* ,act 7#cc ,u4,s4,c4 #achh74 7b7 ,limitations ,= purposes ( subsection 7a7-- 7#a7 ! limitation 9 section #bbj7;d77#a7 ( ! ,f$]al ,wat] ,pollution ,control ,act 7z 9 effect on ,septemb] #a1 #bjba71 z x applies to ! receipt ( plann+ or design funds1 %all n apply ) respect to eligibility = a grant "u ?is section2 & 7#b7 ! requirem5ts ( sections #bbj7;d77#b7 & 7e7 ( su* ,act 7z 9 effect on ,septemb] #a1 #bjba7 %all n apply to ! mak+ ( a grant "u ?is section4 7c7 ,adm9i/rative co/s ,( ! am\nts made available "u subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #d p]c5t = ! adm9i/rative co/s ( c>ry+ out ?is section4 #aajjae4 ,sew] ov]fl[ & /ormwat] reuse municipal grants 7a7 ,g5]al assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #bba ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #acja71 :i* funds may be us$ to make grants "u su* section on ! condition t any activity c>ri$ out us+ su* funds %all1 to ! maximum ext5t practicable1 maximize ! avoidance1 m9imization1 or mitigation ( climate *ange impacts on1 & (1 any con/ruct$ "p ( ! activity 7includ+ ?r\gh ! implem5tation ( te*nologies to recov] & reuse en]gy produc$ 9 ! treatm5t ( wa/ewat]74 7b7 ,f9ancially di/ress$ communities 7#a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1cej1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #bba ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #acja71 :i* funds may be us$ to make grants "u su* section to a f9ancially di/ress$ community 7z def9$ 9 su* section71 or an ,indian tribe or o!r entity describ$ 9 section #eah7;c77#c7 ( su* ,act1 on ! condition t any activity c>ri$ out us+ su* funds %all1 to ! maximum ext5t practicable1 maximize ! avoidance1 m9imization1 or mitigation ( climate *ange impacts on1 & (1 any con/ruct$ "p ( ! activity 7includ+ ?r\gh ! implem5tation ( te*nologies to recov] & reuse en]gy produc$ 9 ! treatm5t ( wa/ewat]74 7#b7 ,limitation ,9 c>ry+ out p>agraph 7#a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy may n require a f9ancially di/ress$ community1 ,indian tribe1 or entity receiv+ a grant pursuant to ?is subsection to provide1 z a condition ( eligibility to receive su* grant1 a %>e ( ! co/ ( ! activity = :i* ! grant 0 made4 7c7 ,adm9i/rative co/s ,( ! am\nts made available "u ea* ( subsections 7a7 & 7b71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #d p]c5t = ! adm9i/rative co/s ( c>ry+ out ?is section4 #aajjaf4 ,individual h\sehold dec5traliz$ wa/ewat] treatm5t sy/em grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until exp5d$-- 7#a7 #ge1jjj1jjj to make grants to ,/ates1 municipalities1 & nonpr(it entities "u ! ,f$]al ,wat] ,pollution ,control ,act = ! con/ruction1 repair1 or replacem5t ( individual h\sehold dec5traliz$ wa/ewat] treatm5t sy/ems ( eligible individuals 7z su* t]m is def9$ 9 section #fjc7;j7 ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #achc7;j7772 & 7#b7 #ge1jjj1jjj to make grants to ,/ates1 municipalities1 & nonpr(it entities "u su* ,act = ! con/ruction1 repair1 or replacem5t ( individual h\sehold dec5traliz$ wa/ewat] treatm5t sy/ems ( eligible individuals 7z s def9$7 resid+ 9 h\seholds t are n connect$ to a sy/em or te*nology design$ to treat dome/ic sewage1 includ+ eligible individuals us+ h\sehold cesspools4 7b7 ,adm9i/rative co/s ,( ! am\nts made available "u subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #g p]c5t = ! adm9i/rative co/s ( c>ry+ out ?is section4 #aajjag4 ,disa/] relief ,! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy may provide f9ancial assi/ance ?r\gh ,septemb] #cj1 #bjbf1 pursuant to section #bjc7;h71 #djd7;a71 & #djf7;b7 ( ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act 7#db ,u4,s4,c4 #eacc7;h72 #db ,u4,s4,c4 #eagj;c7a72 #db ,u4,s4,c4 #eagb7;b77 =-- 7#a7 co/s associat$ ) l[-c>bon mat]ials2 & 7#b7 inc5tives t enc\rage l[-c>bon & net-z]o en]gy projects1 :i* may include an increase 9 ! ,f$]al co/ %>e4 #aajjah4 ,environm5tal review implem5tation funds 7a7 ,9 g5]al ,*apt] #a ( title #bc1 ,unit$ ,/ates ,code1 is fur!r am5d$ by add+ at ! end ! foll[+3 #agi4 ,environm5tal review implem5tation funds 7a7 ,e/abli%m5t ,9 addition to am\nts o!rwise available1 = fiscal ye> #bjbb1 !re is appropriat$ to ! ,adm9i/rator1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! purpose ( facilitat+ ! developm5t & review ( docum5ts = ! environm5tal review process = propos$ projects1 includ+ ?r\gh-- 7#a7 ! provision ( guidance1 te*nical assi/ance1 templates1 tra9+1 or tools to facilitate an effici5t & effective environm5tal review process = surface transportation projects1 includ+ any adm9i/rative exp5ses ( ! ,f$]al ,highway ,adm9i/ration to conduct su* activities2 & 7#b7 provid+ funds made available "u ?is subsection to eligible entities-- 7,a7 to build capacity ( su* eligible entities & facilitate ! environm5tal review process = propos$ projects1 includ+-- 7i7 def9+ ! scope or /udy areas2 7ii7 id5tify+ impacts1 mitigation measures1 & reasonable alt]natives2 7iii7 prep>+ plann+ & environm5tal /udies & o!r docum5ts prior to & dur+ ! environm5tal review process1 = pot5tial use 9 ! environm5tal review process 9 accordance ) applicable /atutes & regulations2 7iv7 conduct+ public engagem5t activities2 & 7v7 c>ry+ out o!r activities1 includ+ p]mitt+ activities1 z ! ,adm9i/rator det]m9es to be appropriate1 to support ! timely completion ( an environm5tal review process requir$ = a propos$ project2 & 7,b7 = adm9i/rative exp5ses ( ! eligible entity to conduct any ( ! activities describ$ 9 subp>agraph 7,a74 7b7 ,co/ %>e 7#a7 ,9 g5]al ,! ,f$]al %>e ( ! co/ ( an activity c>ri$ out "u ?is section by an eligible entity %all be n m ?an #hj p]c5t4 7#b7 ,s\rce ( funds ,! non-,f$]al %>e ( ! co/ ( an activity c>ri$ out "u ?is section by an eligible entity may be satisfi$ us+ funds made available to ! eligible entity "u any o!r ,f$]al1 ,/ate1 or local grant program1 includ+ funds made available to ! eligible entity "u ?is title or adm9i/]$ by ! ,u4,s4 ,dep>tm5t ( ,transportation4 7c7 ,def9itions ,9 ?is section3 7#a7 ,adm9i/rator ,! t]m ,adm9i/rator means ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration4 7#b7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a ,/ate2 7,b7 a unit ( local gov]nm5t2 7,c7 a political subdivision ( a ,/ate2 7,d7 a t]ritory ( ! ,unit$ ,/ates2 7,e7 an entity describ$ 9 section #bjg7m77#a77;,e72 7,f7 a recipi5t ( funds "u section #bjc2 or 7,g7 a metropolitan plann+ organization 7z def9$ 9 section #acd7;b77#b774 7#c7 ,environm5tal review process ,! t]m environm5tal review process has ! mean+ giv5 ! t]m 9 section #aci7;a77#c74 7#d7 ,propos$ project ,! t]m propos$ project means a surface transportation project = :i* an environm5tal review process is requir$4 4 7b7 ,cl]ical am5dm5t ,! analysis = *apt] #a ( title #bc1 ,unit$ ,/ates ,code1 is fur!r am5d$ by add+ at ! end ! foll[+3 #agi4 ,environm5tal review implem5tation funds4 4 #aajjai4 ,l[-c>bon transportation mat]ials grants 7a7 ,9 g5]al ,*apt] #a ( title #bc1 ,unit$ ,/ates ,code1 is fur!r am5d$ by add+ at ! end ! foll[+3 #ahj4 ,l[-c>bon transportation mat]ials grants 7a7 ,f$]al highway adm9i/ration appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator to reimburse eligible recipi5ts = ! increm5tal co/s ( us+ l[-embodi$ c>bon con/ruction mat]ials & products 9 projects & = ! adm9i/rative co/s ( c>ry+ out ?is section4 7b7 ,reimbursem5t ( increm5tal co/s2 inc5tives 7#a7 ,reimbursem5t ( increm5tal co/s 7,a7 ,9 g5]al ,! ,adm9i/rator %all1 subject to ! availability ( funds1 reimburse eligible recipi5ts t use l[-embodi$ c>bon con/ruction mat]ials & products on a project fund$ "u ?is title4 7,b7 ,am\nt ,! am\nt ( reimbursem5t "u subp>agraph 7,a7 %all be ! increm5tally high] co/ ( us+ su* mat]ials relative to ! co/ ( us+ traditional mat]ials1 z det]m9$ by ! eligible recipi5t & v]ifi$ by ! ,adm9i/rator4 7#b7 ,inc5tive ,if a reimbursem5t is provid$ "u p>agraph 7#a71 ! total ,f$]al %>e payable = ! project = :i* ! reimbursem5t is provid$ %all be up to #ajj p]c5t4 7#c7 ,limitations 7,a7 ,9 g5]al ,! ,adm9i/rator %all only provide a reimbursem5t "u p>agraph 7#a7 = a project on a-- 7i7 ,f$]al-aid highway2 7ii7 tribal transportation facility2 7iii7 ,f$]al l&s transportation facility2 or 7iv7 ,f$]al l&s access transportation facility4 7,b7 ,o!r re/rictions ,am\nts made available "u ?is section %all n be subject to any re/riction or limitation on ! total am\nt ( funds available = implem5tation or execution ( programs au?oriz$ = ,f$]al-aid highways4 7,c7 ,s+le occupant pass5g] vehicles ,funds made available "u ?is section %all n be us$ = projects t result 9 additional ?r\gh travel lanes = s+le occupant pass5g] vehicles4 7#d7 ,mat]ials id5tification ,! ,adm9i/rator %all review ! l[-embodi$ c>bon con/ruction mat]ials & products id5tifi$ by ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy & %all id5tify l[-embodi$ c>bon con/ruction mat]ials & products-- 7,a7 appropriate = use 9 projects eligible "u ?is title2 & 7,b7 eligible = reimbursem5t "u ?is section4 7c7 ,def9itions ,9 ?is section3 7#a7 ,adm9i/rator ,! t]m ,adm9i/rator means ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration4 7#b7 ,eligible recipi5t ,! t]m eligible recipi5t means-- 7,a7 a ,/ate2 7,b7 a unit ( local gov]nm5t2 7,c7 a political subdivision ( a ,/ate2 7,d7 a t]ritory ( ! ,unit$ ,/ates2 7,e7 an entity describ$ 9 section #bjg7m77#a77;,e772 7,f7 a recipi5t ( funds "u section #bjc2 7,g7 a metropolitan plann+ organization 7z def9$ 9 section #acd7;b77#b772 or 7,h7 a special purpose di/rict or public au?ority ) a transportation function4 7#c7 ,embodi$ c>bon ,! t]m embodi$ c>bon means ! quantity ( gre5h\se gas emissions associat$ ) all relevant /ages ( production ( a mat]ial or product1 measur$ 9 kilograms ( c>bon dioxide-equival5t p] unit ( su* mat]ial or product4 7#d7 ,l[-embodi$ c>bon con/ruction mat]ials & products ,! t]m l[-embodi$ c>bon con/ruction mat]ials & products means mat]ials & products id5tifi$ by ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy z hav+ sub/antially l[] levels ( embodi$ c>bon comp>$ to e/imat$ indu/ry av]ages ( simil> products or mat]ials4 4 7b7 ,cl]ical am5dm5t ,! analysis = *apt] #a ( title #bc1 ,unit$ ,/ates ,code1 is fur!r am5d$ by add+ at ! end ! foll[+3 #ahj4 ,l[-c>bon transportation mat]ials grants4 4 #aajjbj4 ,s\?we/ ,bord] ,regional ,commission ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,s\?we/ ,bord] ,regional ,commission = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cc1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out activities au?oriz$ by subtitle ,v ( title #dj1 ,unit$ ,/ates ,code4 ,,xii ,committee on ,vet]ans ,affairs #abjjja4 ,dep>tm5t ( ,vet]ans ,affairs infra/ructure improvem5ts ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1cag1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = facilities "u ! jurisdiction (1 or = ! use (1 ! ,dep>tm5t ( ,vet]ans ,affairs to c>ry out sections #bdjj1 #bdjc1 #bdjd1 #bdjf1 #bdjg1 #bdab1 #haja1 #hajb 7except = section #hajb7;d771 #hajc 7except = sup] con/ruction projects z def9$ 9 section #hajc7;e77#c771 #hajd ?r\gh #haaj1 #habb1 & #hafa ?r\gh #hafi ( title #ch1 ,unit$ ,/ates ,code1 tak+ into consid]ation ! integration ( climate resili5cy into infra/ructure z well z ! ne$s ( und]s]v$ areas & und]s]v$ vet]an populations4 #abjjjb4 ,modifications to enhanc$-use lease au?ority ( dep>tm5t ( vet]ans affairs 7a7 ,modifications to au?ority ,p>agraph 7#b7 ( section #hafb7;a7 ( title #ch1 ,unit$ ,/ates ,code1 is am5d$ to read z foll[s3 7#b7 7,a7 ,! ,secret>y may ent] into an enhanc$-use lease on or aft] ! date ( ! enactm5t ( ?is p>agraph only if ! ,secret>y det]m9es-- 7i7 t ! lease w n be inconsi/5t )1 & w n adv]sely affect-- 7,i7 ! mission ( ! ,dep>tm5t2 or 7,,ii7 ! op]ation ( facilities1 programs1 & s]vices ( ! ,dep>tm5t 9 ! local area2 & 7ii7 t-- 7,i7 ! lease w enhance ! use ( ! leas$ prop]ty by directly or indirectly b5efitt+ vet]ans2 or 7,,ii7 ! leas$ prop]ty w provide supportive h\s+4 7,b7 ,! ,secret>y %all give priority to enhanc$-use leases t1 on ! leas$ prop]ty-- 7i7 provide supportive h\s+ = vet]ans2 7ii7 provide direct s]vices or b5efits t>get$ to vet]ans2 or 7iii7 provide s]vices or b5efits t indirectly support vet]ans4 4 7b7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dee1jjj1jjj = ! ,dep>tm5t ( ,vet]ans ,affairs1 to rema9 available until exp5d$1 to ent] into enhanc$-use leases pursuant to section #hafb ( title #ch1 ,unit$ ,/ates ,code1 z am5d$ by ?is section4 7c7 ,modification ( sunset ,section #hafi ( su* title is am5d$ by /rik+ ,decemb] #ca1 #bjbc & ins]t+ ,septemb] #cj1 #bjbf4 #abjjjc4 ,major m$ical facility leases ( ! ,dep>tm5t ( ,vet]ans ,affairs 7a7 ,au?ority to ent] into major m$ical facility leases ,p>agraph 7#b7 ( subsection 7a7 ( section #hajd ( title #ch1 ,unit$ ,/ates ,code1 is am5d$-- 7#a7 by /rik+ ,no funds & ins]t+ 7,a7 ,no funds2 7#b7 by /rik+ or any major m$ical facility lease2 7#c7 by /rik+ or lease2 & 7#d7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 ,funds may be appropriat$ = a fiscal ye>1 & ! ,secret>y may obligate & exp5d funds1 includ+ = advance plann+ & design1 = any major m$ical facility lease4 4 7b7 ,modification ( def9ition ( major m$ical facility lease ,subp>agraph 7,b7 ( p>agraph 7#c7 ( su* subsection is am5d$ to read z foll[s3 7,b7 ,! t]m major m$ical facility lease-- 7i7 means a lease = space = use z a new m$ical facility approv$ ?r\gh ! ,g5]al ,s]vices ,adm9i/ration "u section #ccjg7;a77#b7 ( title #dj at an av]age annual r5t equal to or great] ?an ! doll> ?re%old describ$ 9 su* section1 :i* %all be subject to annual adju/m5t 9 accordance ) section #ccjg7;h7 ( su* title2 & 7ii7 does n include a lease = space = use z a %>$ ,f$]al m$ical facility = :i* ! ,dep>tm5t's e/imat$ %>e ( ! lease co/s does n exce$ su* doll> ?re%old4 4 7c7 ,int]im leas+ actions ,su* section is fur!r am5d$ by add+ at ! end ! foll[+ new subsection3 7i7 7#a7 ,! ,secret>y may c>ry out int]im leas+ actions = major m$ical facility leases 7z def9$ 9 subsection 7a77#c77;,b774 7#b7 ,9 ?is subsection1 ! t]m int]im leas+ actions has ! mean+ giv5 t t]m by ! ,adm9i/rator ( ! ,g5]al ,s]vices ,adm9i/ration4 4 7d7 ,applicability ,! am5dm5ts made by ?is section %all apply ) respect to a major m$ical facility lease ( ! ,dep>tm5t ( ,vet]ans ,affairs t has n be5 specifically au?oriz$ by law on or be=e ! date ( ! enactm5t ( ?is ,act & is includ$ z "p ( ! annual budget submission ( ! ,dep>tm5t ( ,vet]ans ,affairs = fiscal ye> #bjbb1 #bjbc1 or #bjbd4 7e7 ,pur*ase ,options ,! ,secret>y ( ,vet]ans ,affairs may obligate & exp5d funds to ex]cise a pur*ase option includ$ 9 any major m$ical facility lease describ$ 9 subsection 7d74 7f7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1hje1jjj1jjj1 to rema9 available until exp5d$1 = major m$ical facility leases pursuant to sub*apt] ,i ( *apt] #ha ( title #ch1 ,unit$ ,/ates ,code1 z am5d$ by ?is section1 z reque/$ 9 ! annual budget submission ( ! ,dep>tm5t ( ,vet]ans ,affairs = fiscal ye> #bjbb1 #bjbc1 or #bjbd4 7g7 ,t]m9ation & re/oration 7#a7 ,9 g5]al ,effective ^u ! date ( execution ( ! f9al lease aw>d = leases describ$ 9 subsection 7d71 subsections 7a7 ?r\gh 7e7 ( ?is section & ! am5dm5ts made by ^? subsections are repeal$ & any provision ( law am5d$ by ^? subsections is re/or$ z if ^? subsections _h n be5 enact$ into law4 7#b7 ,notification ,! ,secret>y ( ,vet]ans ,affairs %all submit to ,congress & ! ,law ,revision ,c\nsel ( ! ,h\se ( ,repres5tatives writt5 notification ( ! date specifi$ 9 p>agraph 7#a7 n lat] ?an #cj days be=e su* date4 #abjjjd4 ,increase 9 numb] ( heal? pr(essions resid5cy positions at ,dep>tm5t ( ,vet]ans ,affairs m$ical facilities 7a7 ,increase ,9 c>ry+ out section #gcjb7;a77#a7 ( title #ch1 ,unit$ ,/ates ,code1 dur+ ! sev5-ye> p]iod beg9n+ on ! day t is "o ye> aft] ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y ( ,vet]ans ,affairs %all increase ! numb] ( heal? pr(essions resid5cy positions at m$ical facilities ( ! ,dep>tm5t ( ,vet]ans ,affairs by n m ?an #ejj positions 7:i* %all be allocat$ among occupations includ$ 9 ! mo/ curr5t det]m9ation publi%$ 9 ! ,f$]al ,regi/] pursuant to section #gdab7;a7 ( su* title1 or allocat$ pursuant to a prioritization by ! ,secret>y ( occupations 9 prim>y c>e1 m5tal heal? c>e1 & any o!r heal? pr(essions occupation ! ,secret>y det]m9es appropriate7 ?r\gh ! e/abli%m5t ( su* new positions at-- 7#a7 m$ical facilities :]e ! ,secret>y e/abli%$ su* positions pursuant to section #cja7;b77#b7 ( ! ,vet]ans ,access1 ,*oice1 & ,acc\ntability ,act ( #bjad 7,public ,law #aac-adf2 #ch ,u4,s4,c4 #gcjb note72 or 7#b7 any m$ical facility-- 7,a7 ! director ( :i* expresses an int]e/ 9 e/abli%+ or exp&+ a heal? pr(essions resid5cy program at ! m$ical facility2 or 7,b7 t is locat$ 9 a community t has a high conc5tration ( vet]ans or is exp]i5c+ a %ortage ( heal? c>e pr(essionals4 7b7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,vet]ans ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bfh1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = ! purpose ( c>ry+ out ?is section4 #abjjje4 ,vet]an records scann+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,vet]ans ,b5efits ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 = co/s ( record scann+ & claims process+1 to c>ry out sections #ggja & #ggjc ( title #ch1 ,unit$ ,/ates ,code4 #abjjjf4 ,fund+ = ,dep>tm5t ,( ,vet]ans ,affairs ,(fice ( ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,vet]ans ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = audits1 inve/igations1 & o!r ov]sight ( projects & activities c>ri$ out ) funds made available to ! ,dep>tm5t ( ,vet]ans ,affairs4 ,,xiii ,committee on ,ways & ,means ,a ,univ]sal ,compreh5sive ,paid ,leave #acjjja4 ,compreh5sive ,paid ,leave ,! ,social ,security ,act is am5d$ by add+ at ! end ! foll[+3 ,,xxii ,compreh5sive ,paid ,leave ,b5efits #bbja4 ,table ( cont5ts ,! table ( cont5ts = ?is title is z foll[s3 ,sec4 #bbja4 ,table ( cont5ts4,sec4 #bbjb4 ,entitlem5t to compreh5sive paid leave b5efits4,sec4 #bbjc4 ,b5efit am\nt4,sec4 #bbjd4 ,b5efit det]m9ation & paym5t4,sec4 #bbje4 ,appeals4,sec4 #bbjf4 ,accurate paym5t4,sec4 #bbjg4 ,fund+ = b5efit paym5ts1 grants1 & program adm9i/ration4,sec4 #bbjh4 ,fund+ = ,/ate adm9i/ration option = legacy ,/ates4,sec4 #bbji4 ,reimbursem5t option = employ]-sponsor$ compreh5sive paid leave b5efits4,sec4 #bbaj4 ,def9itions4 #bbjb4 ,entitlem5t to compreh5sive paid leave b5efits 7a7 ,9 g5]al ,e individual :o-- 7#a7 has fil$ an application = a compreh5sive paid leave b5efit 9 accordance ) section #bbjd7;a72 7#b7 has1 or anticipates hav+1 at lea/ #d c>egiv+ h\rs 9 a week end+ at any "t dur+ ! p]iod t beg9s #ij days be=e ! date on :i* su* application is fil$ or n lat] ?an #ij days aft] su* date2 7#c7 has wages or self-employm5t income at any "t dur+ ! p]iod-- 7,a7 beg9n+ ) ! mo/ rec5t cal5d> qu>t] t ends at lea/ #d mon?s prior to ! beg9n+ ( ! individual's b5efit p]iod specifi$ 9 subsection 7b72 & 7,b7 end+ ) ! mon? be=e ! mon? 9 :i* su* b5efit p]iod beg9s2 & 7#d7 has at lea/ ! specifi$ am\nt ( wages & self-employm5t income dur+ ! mo/ rec5t #h-;cal5d> qu>t] p]iod t ends at lea/ #d mon?s prior to ! beg9n+ ( ! individual's b5efit p]iod specifi$ 9 subsection 7b71 %all be entitl$ to su* a b5efit = ea* mon? dur+ su* b5efit p]iod1 except z o!rwise provid$ 9 ?is section4 ,= purposes ( p>agraph 7#d71 ! specifi$ am\nt = individuals ^: b5efit p]iod beg9s 9 cal5d> ye> #bjbd %all be #b1jjj1 & ! specifi$ am\nt = individuals ^: b5efit p]iod beg9s 9 any cal5d> ye> aft] #bjbd %all equal ! specifi$ am\nt applicable = ! cal5d> ye> prec$+ su* cal5d> ye>1 or1 if l>g]1 ! product ( #b1jjj & ! quoti5t obta9$ by divid+ ! national av]age wage index 7z def9$ 9 section #bbaj7 = ! second cal5d> ye> prec$+ su* cal5d> ye> by ! national av]age wage index 7z s def9$7 = #bjbb4 7b7 ,b5efit p]iod 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 ! b5efit p]iod specifi$ 9 ?is subsection is ! p]iod beg9n+ ) ! mon? 9 :i* ends ! #a/ week 9 :i* ! individual has at lea/ #d c>egiv+ h\rs & o!rwise w\ld meet ! crit]ia specifi$ 9 p>agraphs 7#a71 7#b71 7#c71 & 7#d7 ( subsection 7a7 & end+ at ! end ( ! mon? 9 :i* ends ! #ebnd week end+ dur+ su* p]iod4 7#b7 ,retroactive b5efits ,9 ! case ( an application = b5efits "u ?is section ) respect to an individual :o has at lea/ #d c>egiv+ h\rs 9 a week at any "t dur+ ! p]iod t beg9s #ij days be=e ! date on :i* su* application is fil$1 ! b5efit p]iod specifi$ 9 ?is subsection is ! p]iod beg9n+ ) ! lat] (-- 7,a7 ! mon? 9 :i* ends ! #a/ week 9 :i* ! individual has at lea/ #d c>egiv+ h\rs2 or 7,b7 ! #a/ mon? t beg9s dur+ su* #ij-;day p]iod1 & end+ at ! end ( ! mon? 9 :i* ends ! #ebnd week end+ dur+ su* p]iod4 7#c7 ,limitation ,not)/&+ p>agraphs 7#a7 & 7#b71 no b5efit p]iod "u ?is title may beg9 ) any mon? beg9n+ be=e ,janu>y #bjbd4 7c7 ,c>egiv+ h\rs 7#a7 ,c>egiv+ h\r def9$ ,= purposes ( ?is title1 ! t]m c>egiv+ h\r means a #a-;h\r p]iod dur+ :i* ! individual engag$ 9 qualifi$ c>egiv+ 7det]m9$ on ! basis ( in=mation fil$ ) ! ,commission] pursuant to subsection 7c7 ( section #bbjd74 7#b7 ,qualifi$ c>egiv+ 7,a7 ,9 g5]al ,= purposes ( ?is subsection1 ! t]m qualifi$ c>egiv+ means any activity engag$ 9 by an individual 9 lieu ( "w 7dur+ ! h\rs t con/itute ! individual's regul> workweek 7)9 ! mean+ ( section #bbjc7;d7771 o!r ?an = monet>y comp5sation1 = a qualify+ reason 7z def9$ 9 section #bbaj74 7,b7 ,no monet>y comp5sation p]mitt$ ,= purposes ( subp>agraph 7,a71 an activity %all be consid]$ to be engag$ 9 by an individual = monet>y comp5sation if1 = ! "t dur+ :i* ! individual 0 s engag$1 ! individual receiv$-- 7i7 wages f an employ]2 7ii7 self-employm5t income2 or 7iii7 any =m ( ca% paym5t made by an employ] = purposes ( provid+ ! individual ) paid vacation1 paid sick leave1 or any o!r =m ( paid "t (f 7b n includ+ any su* =m ( ca% paym5t to ! ext5t t ! sum ( su* ca% paym5t & any compreh5sive paid leave b5efits "u section #bbjb does n exce$ #ajj p]c5t ( ! individual's regul> rate ( pay 7z det]m9$ "u section #g7;e7 ( ! ,fair ,labor ,/&>ds ,act ( #aich774 7,c7 ,treatm5t ( individuals cov]$ by employ]-sponsor$ compreh5sive paid leave program ,= purposes ( subp>agraph 7,a71 an activity engag$ 9 by an individual %all n be consid]$ to be engag$ 9 9 lieu ( "w if1 = ! "t dur+ :i* ! individual 0 s engag$1 ! individual is tak+ leave f cov]$ employm5t "u an employ]-sponsor$ program 7z def9$ 9 section #bbji7;g774 7,d7 ,treatm5t ( individuals cov]$ by legacy ,/ate compreh5sive paid leave program ,= purposes ( subp>agraph 7,a71 an activity engag$ 9 by an individual %all n be consid]$ to be engag$ 9 9 lieu ( "w if1 = ! "t dur+ :i* ! individual 0 s engag$1 ! individual is tak+ leave f cov]$ employm5t "u ! law ( a legacy ,/ate 7z def9$ 9 section #bbjh7;c774 ,9 ! case ( an individual :o is no long] employ$1 su* individual %all be treat$1 = purposes ( ! prec$+ s5t5ce1 z tak+ leave f cov]$ employm5t "u ! law ( a legacy ,/ate 7z s def9$7 ) respect to ! portion ( ! "t dur+ :i* ! individual 0 s engag$ correspond+ to ! %>e ( ! individual's regul> workweek 7)9 ! mean+ ( #bbjc7;d77 t 0 9 cov]$ employm5t "u ! law ( a legacy ,/ate 7z s def9$74 7d7 ,no c>egiv+ h\rs 9 individual's week ( dea? ,no c>egiv+ h\rs ( an individual may be cr$it$ "u section #bbjc7;c7 to ! week dur+ :i* ! individual dies4 7e7 ,disqualification ,an individual :o has be5 f\nd to h us$ false /atem5ts or repres5tation to secure b5efits "u ?is section %all be ineligible = b5efits "u ?is section = a #e-ye> p]iod foll[+ ! date ( su* f9d+4 #bbjc4 ,b5efit am\nt 7a7 ,9 g5]al ,! am\nt ( ! b5efit to :i* an individual is entitl$ "u section #bbjb = a mon? %all be an am\nt equal to ! sum ( ! weekly b5efit am\nts = ea* week end+ dur+ su* mon?4 ,! weekly b5efit am\nt ( an individual = a week %all be equal to ! product ( ! individual's weekly b5efit rate 7z det]m9$ "u subsection 7b77 multipli$ by a fraction-- 7#a7 ! num]ator ( :i* is ! numb] ( c>egiv+ h\rs ( ! individual cr$it$ to su* week 7z det]m9$ 9 subsection 7c772 & 7#b7 ! d5om9ator ( :i* is ! numb] ( h\rs 9 a regul> workweek ( ! individual 7z det]m9$ 9 subsection 7d774 7b7 ,weekly b5efit rate 7#a7 ,9 g5]al ,= purposes ( ?is section1 an individual's weekly b5efit rate %all be an am\nt equal to ! sum (-- 7,a7 #ij4ach p]c5t ( ! individual's av]age weekly e>n+s to ! ext5t t su* e>n+s d n exce$ ! am\nt e/abli%$ = purposes ( ?is subp>agraph by p>agraph 7#b72 7,b7 #gc4aga p]c5t ( ! individual's av]age weekly e>n+s to ! ext5t t su* e>n+s exce$ ! am\nt e/abli%$ = purposes ( subp>agraph 7,a7 b d n exce$ ! am\nt e/abli%$ = purposes ( ?is subp>agraph by p>agraph 7#b72 & 7,c7 #ec4jbc p]c5t ( ! individual's av]age weekly e>n+s to ! ext5t t su* e>n+s exce$ ! am\nt e/abli%$ = purposes ( subp>agraph 7,b7 b d n exce$ ! am\nt e/abli%$ = purposes ( ?is subp>agraph by p>agraph 7#b74 7#b7 ,am\nts e/abli%$ 7,a7 ,initial am\nts ,= individuals ^: b5efit p]iod "u ?is title beg9s 9 cal5d> ye> #bjbd1 ! am\nt e/abli%$ = purposes ( subp>agraphs 7,a71 7,b71 & 7,c7 ( p>agraph 7#a7 %all be #a_/eb ( #ae1jhj1 #cd1bdh1 & #fb1jjj1 respectively4 7,b7 ,wage index+ ,= individuals ^: b5efit p]iod "u ?is title beg9s 9 any cal5d> ye> aft] #bjbd1 ea* ( ! am\nts s e/abli%$ %all equal ! correspond+ am\nt e/abli%$ = ! cal5d> ye> prec$+ su* cal5d> ye>1 or1 if l>g]1 ! product ( ! correspond+ am\nt e/abli%$ ) respect to ! cal5d> ye> #bjbd & ! quoti5t obta9$ by divid+-- 7i7 ! national av]age wage index 7z def9$ 9 section #bbaj7 = ! second cal5d> ye> prec$+ su* cal5d> ye>1 by 7ii7 ! national av]age wage index 7z s def9$7 = cal5d> ye> #bjbb4 7,c7 ,r\nd+ ,ea* am\nt e/abli%$ "u subp>agraph 7,b7 = any cal5d> ye> %all be r\nd$ to ! ne>e/ #a1 except t any am\nt s e/abli%$ :i* is a multiple ( #j4ej b n ( #a %all be r\nd$ to ! next high] #a4 7#c7 ,av]age weekly e>n+s ,= purposes ( ?is subsection1 an individual's av]age weekly e>n+s1 z calculat$ by ! ,commission]1 %all be equal to ! quoti5t obta9$ by divid+-- 7,a7 ! total ( ! wages & self-employm5t income receiv$ by ! individual dur+ ! #h-;cal5d> qu>t] p]iod describ$ 9 section #bbjb7;a77#d72 by 7,b7 #ajd4 7#d7 ,evid5ce ( e>n+s ,= purposes ( det]m9+ ! wages & self-employm5t income ( an individual ) respect to an application = b5efits "u section #bbjb1 ! ,commission] %all make su* det]m9ation on ! basis ( data provid$ to ! ,commission] f ! ,national ,directory ( ,new ,hires pursuant to section #dec7;j77#ab7 & self-employm5t income in=mation provid$ to ! ,commission] pursuant to section #fajc7l77#bc7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 except t ! ,commission] %all also consid] any m rec5t or additional evid5ce ( wages or self-employm5t income ! individual *ooses to additionally submit4 7c7 ,cr$it+ ( c>egiv+ h\rs to a week ,! numb] ( c>egiv+ h\rs ( an individual cr$it$ to a week z det]m9$ "u ?is subsection %all equal ! numb] ( c>egiv+ h\rs ( ! individual occurr+ dur+ su* week1 except t-- 7#a7 su* numb] may n exce$ ! numb] ( h\rs 9 a regul> workweek ( ! individual 7z det]m9$ 9 subsection 7d772 7#b7 no c>egiv+ h\rs may be cr$it$ to a week 9 :i* few] ?an #d c>egiv+ h\rs ( ! individual occur2 7#c7 no c>egiv+ h\rs ( ! individual may be cr$it$ to ! individual's wait+ p]iod1 consi/+ ( ! fir/ week dur+ an individual's b5efit p]iod 9 :i* at lea/ #d c>egiv+ h\rs occur 7reg>dless ( :e!r ! individual receiv$ any =m ( ca% paym5t = ! purpose ( provid+ ! individual ) paid vacation1 paid sick leave1 or any o!r =m ( paid "t (f f ! individual's employ] dur+ su* week 9 accordance ) section #bbjb7;c77#b77;,b77iii772 & 7#d7 ! total numb] ( c>egiv+ h\rs cr$it$ to weeks dur+ ! individual's b5efit p]iod may n exce$ ! product ( #d multipli$ by ! numb] ( h\rs 9 a regul> workweek ( ! individual 7z s det]m9$74 7d7 ,numb] ( h\rs 9 a regul> workweek ,= purposes ( ?is section1 ! numb] ( h\rs 9 a regul> workweek ( an individual %all be ! numb] ( h\rs t ! individual regul>ly works 9 a week = all employ]s or z a self-employ$ individual 7or regul>ly work$ 9 ! case ( an individual :o is no long] work+ or ^: total weekly h\rs ( "w h be5 r$uc$7 dur+ ! mon? be=e ! individual's b5efit p]iod beg9s 7or prior to su* mon?1 if applicable 9 ! case ( an individual :o is no long] work+ or ^: total weekly h\rs ( "w h be5 r$uc$74 7e7 ,submission ( requir$ in=mation ,any p]son may submit applicable paid leave in=mation ) respect to an individual1 includ+1 z applicable1 ! individual's repres5tative1 ! individual's employ]1 or any relevant au?ority id5tifi$ "u section #bbjd7;b77#b74 ,= purposes ( ?is subsection1 ! t]m applicable paid leave in=mation means1 ) respect to an individual1 any in=mation submitt$ to ! ,commission] ) respect to ! compreh5sive paid leave b5efits ( ! individual1 includ+ any initial application1 p]iodic b5efit claim report1 appeal1 & any o!r in=mation submitt$ 9 support ( su* application1 report1 or appeal4 #bbjd4 ,b5efit det]m9ation & paym5t 7a7 ,9 g5]al ,an individual seek+ b5efits "u section #bbjb %all file an application ) ! ,commission] conta9+ at lea/ ! in=mation describ$ 9 subsection 7b74 ,any in=mation conta9$ 9 an application = b5efits "u section #bbjb1 or 9 a p]iodic b5efit claim report fil$ ) respect to su* b5efits1 %all be presum$ to be true & accurate1 unless ! ,commission] demon/rates by a prepond]ance ( ! evid5ce t in=mation conta9$ 9 ! application or p]iodic b5efit claim report is false1 except t ! ,commission] %all m&ate proc$ures to validate ! id5tity ( su* individual4 7b7 ,requir$ cont5ts ( initial application ,an application = a compreh5sive paid leave b5efit fil$ by an individual %all include-- 7#a7 an atte/ation t ! individual has1 or anticipates hav+1 at lea/ #d c>egiv+ h\rs 9 a week end+ at any "t dur+ ! p]iod t beg9s #ij days be=e ! date on :i* su* application is fil$ or n lat] ?an #ij days aft] su* date2 7#b7 at ! option ( ! ,commission]1 a c]tification1 issu$ by a relevant au?ority id5tifi$ "u regulations issu$ by ! ,commission]1 t conta9s su* in=mation z ! ,commission] %all specify 9 regulations z necess>y to affirm ! circum/ances giv+ rise to ! ne$ = su* c>egiv+ h\rs1 :i* %all be no m ?an is requir$ = reasonable docum5tation 7z def9$ 9 section #bbaj72 7#c7 an atte/ation f ! individual t notice ( ! individual's ne$ to be abs5t f "w dur+ su* c>egiv+ h\rs has be5 provid$1 n lat] ?an #g days aft] su* ne$ arises1 to ! individual's employ] 7except 9 cases ( h>d%ip or o!r ext5uat+ circum/ances or if ! individual does n h 7or no long] has7 an employ]72 7#d7 pay /ubs or su* o!r evid5ce z ! individual may provide demon/rat+ ! individual's wages or self-employm5t income dur+ ! p]iod describ$ 9 section #bbjb7;a77#c71 except t ! ,commission] may waive ?is requirem5t 9 any case 9 :i* su* evid5ce is o!rwise available to ! ,commission]2 & 7#e7 an atte/ation f ! individual /at+ ! numb] ( h\rs 9 a regul> workweek ( ! individual 7)9 ! mean+ ( section #bbjc7;d774 ,9 ! case ( an individual :o applies = a compreh5sive paid leave b5efit 9 ! anticipation ( c>egiv+ h\rs occurr+ aft] ! date ( application1 ! c]tification describ$ 9 p>agraph 7#b71 ! atte/ations describ$ 9 p>agraphs 7#c7 & 7#e71 & ! evid5ce describ$ 9 p>agraph 7#d7 may be provid$ aft] ! #a/ week 9 :i* at lea/ #d su* c>egiv+ h\rs occur4 7c7 ,p]iodic b5efit claim report 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 n lat] ?an #fj days 7or su* long] p]iod z may be provid$ 9 any case 9 :i* ! ,commission] det]m9es t good cause exi/s = an ext5sion7 aft] ! end ( ea* mon? dur+ ! b5efit p]iod ( an individual entitl$ to b5efits "u section #bbjb1 ! individual %all file a p]iodic b5efit claim report ) ! ,commission]4 ,su* p]iodic b5efit claim report %all specify ! c>egiv+ h\rs ( ! individual t occurr$ dur+ ea* week t end$ 9 su* mon?4 ,no p]iodic b5efit claim report %all be requir$ ) respect to any week 9 :i* few] ?an #d c>egiv+ h\rs occurr$4 7#b7 ,retroactive applications ,9 ! case ( an application fil$ by an individual = a compreh5sive paid leave b5efit ) a b5efit p]iod t beg9s1 9 accordance ) section #bbjb7;b77#b71 ) a mon? t ends be=e ! date on :i* su* application is fil$1 ! individual may include ) su* application ! in=mation describ$ 9 ! second s5t5ce ( p>agraph 7#a7 ) respect to ea* week 9 ! b5efit p]iod t ends be=e su* date4 7d7 ,det]m9ations 7#a7 ,initial application ,! ,commission] %all det]m9e1 ) respect to an individual apply+ = b5efits "u section #bbjb1 ! initial entitlem5t & ! b5efit p]iod 9 accordance ) su* section1 & ! weekly b5efit rate1 av]age weekly e>n+s1 & ! numb] ( h\rs 9 a regul> workweek 9 accordance ) section #bbjc4 7#b7 ,mon?ly b5efit det]m9ations ,on ! basis ( ! in=mation fil$ ) ! ,commission] pursuant to subsection 7c71 ! ,commission] %all det]m9e1 ) respect to an individual = ea* week end+ 9 a mon?1 ! numb] ( c>egiv+ h\rs to be cr$it$ to su* week 9 accordance ) section #bbjc7;c74 7#c7 ,*ang+ circum/ances ,if m ?an "o type ( circum/ance gives rise to ! ne$ = c>egiv+ h\rs dur+ ! individual's b5efit p]iod1 su* c>egiv+ h\rs %all be cr$it$ to weeks )9 ! b5efit p]iod 9 accordance ) section #bbjc7;c7 reg>dless ( circum/ance4 7e7 ,c]tification ( paym5t ,n lat] ?an #ae days aft] ! mak+ ( a det]m9ation "u subsection 7d77#b7 ) respect to ! numb] ( c>egiv+ h\rs ( an individual to be cr$it$ to weeks end+ 9 a mon?1 ! ,commission] %all c]tify paym5t ( ! compreh5sive paid leave b5efit = su* mon? to be made to su* individual1 & ! ,secret>y ( ! ,treasury %all make su* paym5t 9 accordance ) ! c]tification ( ! ,commission] ( ,social ,security4 7f7 ,regulations & proc$ures ,! ,commission] %all h full p[] & au?ority to make rules & regulation1 includ+ int]im f9al regulations1 & to e/abli% proc$ures1 n inconsi/5t ) ?is title1 :i* are necess>y & appropriate to c>ry out ?is title4 #bbje4 ,appeals 7a7 ,9 g5]al ,an individual %all h ! "r-- 7#a7 to appeal to ! ,commission] any det]m9ation made ) respect to-- 7,a7 compreh5sive paid leave b5efits "u section #bbjb2 & 7,b7 compreh5sive paid leave b5efits "u an employ]-sponsor$ program describ$ 9 section #bbji ^: appeal to ! employ] 7or adm9i/]+ entity7 pursuant to subsection 7b77#a77;,b77iii77,i7 ( su* section results 9 a det]m9ation unfavorable to ! individual2 & 7#b7 to h ! appeal he>d 9 a timely mann] by a decisionmak] :o 0 n ! initial decisionmak] & :o reviews any additional evid5ce submitt$4 7b7 ,treatm5t ( det]m9ations on appeal ,any det]m9ation by ! ,commission] on an appeal "u ?is section %all be a f9al det]m9ation4 #bbjf4 ,accurate paym5t 7a7 ,und]paym5ts & ov]paym5ts 7#a7 ,9 g5]al ,:5ev] ! ,commission] det]m9es t m or less ?an ! correct am\nt ( paym5t has be5 made to any individual "u ?is title1 ! ,commission] %all promptly notify ! individual ( su* det]m9ation & in=m ! individual ( ! "r to appeal su* det]m9ation 9 accordance ) ! provisions ( section #bbje4 ,prop] adju/m5t or recov]y %all be made z foll[s3 7,a7 ,und]paym5ts ,) respect to paym5t to an individual ( less ?an ! correct am\nt1 ! ,commission] %all promptly pay ! balance ( ! am\nt due to su* und]paid individual4 7,b7 ,ov]paym5ts 7i7 ,9 g5]al ,) respect to paym5t to an individual ( m ?an ! correct am\nt1 ! ,commission] %all decrease any paym5t = a mon? "u section #bbjb to :i* su* ov]paid individual is entitl$ 7except t no su* paym5t may be decreas$ 9 any mann] t results 9 weekly b5efit am\nts = ea* week end+ dur+ su* mon? t are less ?an ! l[] ( ! weekly b5efit am\nts = ea* su* week z det]m9$ = su* individual "u section #bbjc7;a7 or ! am\nt specifi$ 9 clause 7ii7 ) respect to su* weekly b5efit am\nts ( ! individual71 or %all require su* ov]paid individual to refund ! am\nt 9 excess ( ! correct am\nt1 or %all apply any comb9ation ( ! =ego+4 7ii7 ,limitation on recov]y 7,i7 ,am\nt specifi$ ,! am\nt specifi$ 9 ?is clause ) respect to a weekly b5efit am\nt ( an individual = a week is an am\nt equal to ! weekly b5efit am\nt t w\ld be det]m9$ = ! individual = su* week "u section #bbjc7;a7 if ! individual's weekly b5efit rate 7z det]m9$ "u section #bbjc7;b77 7 equal to ! applicable doll> am\nt z det]m9$ "u subclause 7,,ii74 7,,ii7 ,applicable doll> am\nt ,= purposes ( subclause 7,i71 ! applicable doll> am\nt is-- 7aa7 ) respect to a weekly b5efit am\nt det]m9$ = a week end+ 9 a mon? 9 cal5d> ye> #bjbd1 #cae2 & 7bb7 ) respect to a weekly b5efit am\nt det]m9$ = a week end+ 9 a mon? 9 any cal5d> ye> aft] #bjbd1 ! correspond+ am\nt e/abli%$ ) respect to a weekly b5efit am\nt det]m9$ = a week end+ 9 a mon? 9 ! cal5d> ye> prec$+ su* cal5d> ye> or1 if l>g]1 ! product ( ! correspond+ am\nt specifi$ 9 item 7aa7 ) respect to a weekly b5efit am\nt det]m9$ = a week end+ 9 a mon? 9 cal5d> ye> #bjbd multipli$ by ! quoti5t obta9$ by divid+-- 7,,aa7 ! national av]age wage index 7z def9$ 9 section #bbaj7 = ! second cal5d> ye> prec$+ su* cal5d> ye>1 by 7,,bb7 ! national av]age wage index 7z s def9$7 = #bjbb4 7#b7 ,waiv] ( c]ta9 ov]paym5ts ,9 any case 9 :i* m ?an ! correct am\nt ( paym5t = compreh5sive paid leave b5efits "u section #bbjb has be5 made1 !re %all be no adju/m5t ( paym5ts to1 or recov]y f1 any individual :o 0 )\t fault 9 connection ) ! ov]paym5t if su* adju/m5t or recov]y w\ld defeat ! purpose ( ?is title or w\ld imp$e effici5t or effective adm9i/ration ( ?is title1 or if su* individual reli$ on ! receipt or expect$ paym5t ( compreh5sive paid leave b5efits "u section #bbjb to make a f9ancial decision4 ,9 consid]+ :e!r an individual is )\t fault1 ! ,commission] %all take into acc\nt ! individual's age & any physical impairm5t or m5tal impairm5t 7includ+ intellectual disability71 limit$ ,engli% pr(ici5cy1 l[ levels ( lit]acy skills1 educational limitations1 & any o!r circum/ances t may r5d] ! individual n at fault4 7b7 ,civil monet>y p5alty 7#a7 ,9 g5]al ,any p]son :o kn[+ly makes a false /atem5t1 misrepres5ts a fact1 or omits mat]ial in=mation 9 connection ) an application = b5efits "u section #bbjb or a p]iodic b5efit claim report "u section #bbjd %all be subject to a civil monet>y p5alty ( n m ?an ! am\nt det]m9$ "u p>agraph 7#b7 = a cal5d> ye> = ea* su* /atem5t1 misrepres5tation1 or omission4 7#b7 ,am\nt det]m9$ ,! am\nt det]m9$ "u ?is p>agraph = a cal5d> ye> %all be ! am\nt t w\ld be 9 effect = su* cal5d> ye> if su* p5alty-- 7,a7 _h be5 fir/ e/abli%$ 9 ! am\nt ( #e1jjj 9 cal5d> ye> #aiid2 & 7,b7 _h be5 initially adju/$ = inflation 9 cal5d> ye> #bjaf4 7c7 ,exclusion f p>ticipation 7#a7 ,9 g5]al ,no p]son or entity :o-- 7,a7 kn[+ly & willfully makes or causes to be made any false /atem5t or repres5tation ( a mat]ial fact 9 any application = any b5efit "u ?is title1 7,b7 at any "t kn[+ly & willfully makes or causes to be made any false /atem5t or repres5tation ( a mat]ial fact = use 9 det]m9+ rights to any su* b5efit1 7,c7 hav+ k ( ! occurr5ce ( any ev5t affect+ 7i7 8 initial or cont9u$ "r to any su* b5efit1 or 7ii7 ! initial or cont9u$ "r to any su* b5efit ( any o!r individual 9 ^: behalf he has appli$ = or is receiv+ su* b5efit1 conceals or fails to disclose su* ev5t ) an int5t fraudul5tly to secure su* b5efit ei!r 9 a great] am\nt or quantity ?an is due or :5 no su* b5efit is au?oriz$1 7,d7 hav+ made application to receive any su* b5efit = ! use & b5efit ( ano!r & hav+ receiv$ x1 kn[+ly & willfully conv]ts su* b5efit or any "p !re( to a use o!r ?an = ! use & b5efit ( su* o!r p]son1 or 7,e7 conspires to take any action describ$ 9 any ( subp>agraphs 7,a7 ?r\gh 7,c71 may repres5t1 or submit evid5ce on behalf (1 an individual apply+ =1 or receiv+1 b5efits "u ?is title4 7#b7 ,effective ,date ,an exclusion "u ?is p>agraph %all be effective ) respect to s]vices furni%$ to any individual on or aft] ! effective date ( ! exclusion4 ,no?+ 9 ?is p>agraph may be con/ru$ to preclude consid]ation ( any m$ical evid5ce d]iv$ f s]vices provid$ by a heal? c>e provid] be=e ! effective date ( ! exclusion ( ! heal? c>e provid] "u ?is subsection4 7d7 ,r$et]m9ation ( entitlem5t 7#a7 ,9 g5]al 7,a7 ,t]m9ation or rev]sal ( b5efits ,! ,commission] %all imm$iately r$et]m9e ! entitlem5t ( an individual to compreh5sive paid leave b5efits "u section #bbjb if !re is reason to believe t fraud or simil> fault 0 involv$ 9 ! application ( ! individual = su* b5efits4 7,b7 ,disreg>d ( c]ta9 evid5ce ,:5 r$et]m9+ ! entitlem5t1 or mak+ an initial det]m9ation ( entitlem5t1 ( an individual "u ?is title1 ! ,commission] %all disreg>d any evid5ce if !re is reason to believe t fraud or simil> fault 0 involv$ 9 ! provid+ ( su* evid5ce4 7#b7 ,simil> fault describ$ ,= purposes ( p>agraph 7#a71 simil> fault is involv$ ) respect to a det]m9ation if-- 7,a7 an incorrect or incomplete /atem5t t is mat]ial to ! det]m9ation is kn[+ly made2 or 7,b7 in=mation t is mat]ial to ! det]m9ation is kn[+ly conceal$4 7#c7 ,t]m9ation ( b5efits ,if1 aft] r$et]m9+ pursuant to ?is subsection ! entitlem5t ( an individual to compreh5sive paid leave b5efits1 ! ,commission] det]m9es t !re is insuffici5t evid5ce to support su* entitlem5t1 ! ,commission] may t]m9ate su* entitlem5t & may treat b5efits paid on ! basis ( su* insuffici5t evid5ce z ov]paym5ts4 #bbjg4 ,fund+ = b5efit paym5ts1 grants1 & program adm9i/ration 7a7 ,fund+ = b5efit paym5ts & grants ,9 addition to am\nts o!rwise available1 !re are appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y to pay b5efits "u section #bbjb & = grants "u sections #bbjh & #bbji4 7b7 ,fund+ = program adm9i/ration 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #a1ejj1jjj1jjj = fiscal ye> #bjbb & #a1eij1gjj1jjj = ea* subsequ5t fiscal ye> 7subject to p>agraph 7#b77 = timely & accurate adm9i/ration ( all sections ( ?is title1 includ+ co/s relat$ to necess>y cu/om] s]vice1 /aff+1 te*nology1 tra9+1 data %>+1 id5tity validation1 te*nical assi/ance to legacy ,/ates "u section #bbjh & employ]s or employ]-designat$ ?ird p>ty adm9i/rators "u section #bbji1 public education & outrea* to pot5tial b5efici>ies1 & rese>* = ! purpose ( ensur+ full & equitable access to ! programs "u ?is title4 7#b7 ,index+ to wage gr[? ,= ea* fiscal ye> aft] #bjbd1 !re %all be sub/itut$ = ! doll> am\nt specifi$ 9 p>agraph 7#a7 = su* fiscal ye> an am\nt equal to ! l>g] ( ! doll> am\nt 9 effect "u ?is subsection = ! fiscal ye> prec$+ su* fiscal ye> or ! product ( #a1eij1gjj1jjj multipli$ by ! ratio (-- 7,a7 ! national av]age wage index 7z def9$ 9 section #bbaj7 = ! mo/ rec5t cal5d> ye> t ends be=e ! beg9n+ ( su* prec$+ fiscal ye>1 to 7,b7 ! national av]age wage index 7z s def9$7 = #bjba4 7#c7 ,no use ( title ,,ii funds ,no funds made available = ! adm9i/ration ( title ,,ii may be us$ to c>ry out ! paid leave program e/abli%$ "u ?is title4 7c7 ,availability ( em]g5cy fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until exp5d$1 = adm9i/rative exp5ses describ$ 9 subsection 7b77#a7 dur+ fiscal ye> #bjbd or any subsequ5t fiscal ye>1 except t su* am\nt %all n be available 9 any fiscal ye> unless ! ,commission] det]m9es t ! numb] ( applications fil$ dur+ su* fiscal ye> = compreh5sive paid leave b5efits "u section #bbjb7;a7 w exce$ ! numb] t 7 anticipat$ to be fil$ dur+ su* fiscal ye> 7z det]m9$ by ! ,commission]7 by #bj p]c5t or m4 #bbjh4 ,fund+ = ,/ate adm9i/ration option = legacy ,/ates 7a7 ,9 g5]al ,9 ea* cal5d> ye> beg9n+ ) cal5d> ye> #bjbe1 ! ,commission] %all make a grant to ea* ,/ate t1 = ! cal5d> ye> prec$+ su* cal5d> ye>1 0 a legacy ,/ate & t met ! data %>+ requirem5ts ( subsection 7e71 9 an am\nt equal to ! less] (-- 7#a7 an am\nt1 z e/imat$ by ! ,commission]1 equal to ! total am\nt ( compreh5sive paid leave b5efits t w\ld h be5 paid "u section #bbjb 7includ+ ! co/s to ! ,commission] to adm9i/] su* b5efits1 n to exce$ 7= purposes ( e/imat+ su* total am\nt "u ?is p>agraph7 #g p]c5t ( ! total am\nt ( su* b5efits paid7 to individuals :o receiv$ paid family & m$ical leave b5efits "u a ,/ate law describ$ 9 p>agraph 7#a7 or 7#c7 ( subsection 7b7 dur+ ! cal5d> ye> prec$+ su* cal5d> ye> if ! ,/ate _h n be5 a legacy ,/ate = su* prec$+ cal5d> ye>2 or 7#b7 an am\nt equal to ! total co/ ( paid family & m$ical leave b5efits "u a ,/ate law describ$ 9 p>agraph 7#a7 or 7#c7 ( subsection 7b7 = ! cal5d> ye> prec$+ su* cal5d> ye>1 includ+-- 7,a7 any paid family & m$ical leave b5efits provid$ by an employ] 7:e!r directly1 "u a contract ) an insur]1 or provid$ ?r\gh a multiemploy] plan7 z describ$ 9 subsection 7d72 & 7,b7 ! full co/ to ! ,/ate ( adm9i/]+ su* law 7except t su* co/ may n exce$ #g p]c5t ( ! total am\nt ( paid family & m$ical leave b5efits paid "u su* ,/ate law74 ,9 any case 9 :i*1 dur+ any cal5d> ye>1 ! ,commission] has reason to believe t a ,/ate w be a legacy ,/ate & meet ! data %>+ requirem5ts ( subsection 7e7 = su* cal5d> ye>1 ! ,commission] may make e/imat$ paym5ts dur+ su* cal5d> ye> ( ! grant :i* w\ld be paid to su* ,/ate 9 ! succe$+ cal5d> ye>1 to be adju/$ z appropriate 9 ! succe$+ cal5d> ye>4 7b7 ,legacy ,/ate ,= purposes ( ?is section1 ! t]m legacy ,/ate = a cal5d> ye> means a ,/ate ) respect to :i* ! ,commission] det]m9es t-- 7#a7 ! ,/ate has enact$1 n lat] ?an ! date ( enactm5t ( ?is title1 a ,/ate law t provides paid family & m$ical leave b5efits2 7#b7 = any cal5d> ye> t beg9s be=e ! date t is #c ye>s aft] ! date ( enactm5t ( ?is title1 ! ,/ate c]tifies to ! ,commission] t ! ,/ate int5ds to rema9 a legacy ,/ate & meet ! data %>+ requirem5ts ( subsection 7e7 at lea/ ?r\gh ! fir/ cal5d> ye> t beg9s on or aft] su* date2 & 7#c7 = any cal5d> ye> t beg9s on or aft] su* date1 a ,/ate law ( ! ,/ate provides = a ,/ate program to rema9 9 effect ?r\gh\t su* cal5d> ye> t provides compreh5sive paid family & m$ical leave b5efits 7:i* may be paid directly by ! ,/ate or1 if p]mitt$ "u su* ,/ate law1 by an employ] pursuant to su* ,/ate law7-- 7,a7 = at lea/ #d full workweeks ( leave dur+ ea* #ab-mon? p]iod to at lea/ all ( ^? individuals 9 ! ,/ate :o w\ld be eligible = compreh5sive paid leave b5efits "u section #bbjb 7)\t reg>d to section #bbjb7;c77#b77;,d771 except t ! ,/ate %all provide su* b5efits = leave f employm5t by ! ,/ate or any political subdivision !re(1 & may elect to provide su* b5efits = leave f any o!r gov]nm5tal employm5t2 7,b7 at a wage replacem5t rate t is at lea/ equival5t to ! wage replacem5t rate "u ! compreh5sive paid leave b5efit program "u section #bbjb 7)\t reg>d to section #bbjb7;c77#b77;,d774 7c7 ,cov]$ employm5t "u ! law ( a legacy ,/ate ,= purposes ( ?is title1 ! t]m cov]$ employm5t "u ! law ( a legacy ,/ate means employm5t 7or self-employm5t7 ) respect to :i* an individual w\ld be eligible to receive paid family & m$ical b5efits "u ! ,/ate law ( a ,/ate1 z describ$ 9 p>agraph 7#a7 or 7#c7 ( subsection 7b71 dur+ any p]iod dur+ :i* su* ,/ate is a legacy ,/ate4 7d7 ,employ]-provid$ b5efits 9 a legacy ,/ate 7#a7 ,treatm5t = purposes ( ?is title ,not)/&+ any provision ( section #bbji1 9 ! case ( a ,/ate t p]mits paid family & m$ical leave b5efits to be provid$ by an employ] 7:e!r directly1 "u a contract ) an insur]1 or provid$ ?r\gh a multiemploy] plan7 pursuant to a ,/ate law describ$ 9 p>agraph 7#a7 or 7#c7 ( subsection 7b7-- 7,a7 su* b5efits %all be consid]$1 = all purposes "u ?is title1 paid family & m$ical leave b5efits "u ! law ( a legacy ,/ate2 & 7,b7 leave = :i* su* b5efits are paid %all be consid]$1 = all su* purposes1 leave f cov]$ employm5t "u ! law ( a legacy ,/ate4 7#b7 ,di/ribution ( grant funds ,9 any case 9 :i* paid family & m$ical leave b5efits are provid$ by "o or m employ]s 7:e!r directly1 "u a contract ) an insur]1 or provid$ ?r\gh a multiemploy] plan7 9 a legacy ,/ate pursuant to a ,/ate law describ$ 9 p>agraph 7#a7 or 7#c7 ( subsection 7b71 ! ,/ate1 ^u ! receipt ( any grant am\nt "u subsection 7a71 may di/ribute an appropriate %>e ( su* grant to ea* su* employ]4 7e7 ,data %>+ ,z a condition ( receiv+ a grant "u subsection 7a7 9 a cal5d> ye>1 a ,/ate %all ent] into an agreem5t ) ! ,commission] "u :i* ! ,/ate %all provide ! ,commission]-- 7#a7 ) in=mation1 to be provid$ p]iodically z det]m9$ by ! ,commission]1 conc]n+ individuals :o receiv$ a paid leave b5efit "u a ,/ate law describ$ 9 p>agraph 7#a7 or 7#c7 ( subsection 7b71 includ+ ea* individual's "n1 in=mation to e/abli% ! individual's id5tity1 dates = :i* su* paid leave b5efits 7 paid1 ! am\nt ( su* paid leave b5efit1 &1 to ! ext5t available1 su* o!r in=mation conc]n+ su* individuals z necess>y = ! purpose ( c>ry+ out ?is section & section #bbjb7;c77#b77;,d72 7#b7 n lat] ?an ,july #a ( su* cal5d> ye>1 ! am\nt describ$ 9 subsection 7a77#b7 = ! cal5d> ye> prec$+ su* cal5d> ye>2 & 7#c7 su* o!r in=mation z ne$$ to det]m9e compliance ) grant requirem5ts4 7f7 ,great] b5efits p]mitt$ ,no?+ 9 ?is section %all be con/ru$ to prohibit a legacy ,/ate or an employ] provid+ b5efits pursuant to a legacy ,/ate law f provid+ paid family & m$ical leave b5efits t exce$ ! requirem5ts describ$ 9 ?is section4 #bbji4 ,reimbursem5t option = employ]-sponsor$ compreh5sive paid leave b5efits 7a7 ,9 g5]al ,= ea* cal5d> ye> beg9n+ ) cal5d> ye> #bjbd1 ! ,commission] %all make a grant to ea* employ] t is an eligible employ] = su* cal5d> ye> 9 an am\nt equal to-- 7#a7 9 ! case ( an eligible employ] sponsor+ a compreh5sive paid leave b5efit program ) respect to :i* b5efits are aw>d$ & paid "u a contract ) an insur] 7or ?r\gh a multiemploy] plan71 an am\nt 7n to exce$ ! employ]'s exp5ditures = su* program7 equal to ! less] (-- 7,a7 #ij p]c5t ( ! product (-- 7i7 ! project$ national av]age co/ p] individual ( provid+ compreh5sive paid leave b5efits "u section #bbjb z det]m9$ by ! ,commission] = su* cal5d> ye> "u subsection 7c77#c7 7or1 9 ! case ( a cal5d> ye> dur+ :i* ! eligible employ] sponsor$ su* compreh5sive paid leave b5efit program = only a fraction ( ! ye>1 an equal fraction ( su* project$ national av]age co/72 multipli$ by 7ii7 ! numb] ( eligible employees 7)9 ! mean+ ( subsection 7b77#a77;,a7 & pro-rat$ = "p-"t eligible employees7 ^: employm5t is cov]$ employm5t "u ! employ]-sponsor$ program 7z def9$ 9 subsection 7g77 = su* cal5d> ye> 7or1 9 ! case ( a cal5d> ye> dur+ :i* ! eligible employ] sponsor$ su* compreh5sive paid leave b5efit program = only a fraction ( ! ye>1 = su* fraction ( ! ye>72 & 7,b7 #ij p]c5t ( ! total premiums paid to ! insur] 7or contributions paid to ! multiemploy] plan7 by ! eligible employ] "u su* contract 7or su* plan7 = su* cal5d> ye> 7or su* fraction !re(7 = ! cov]age "u su* contract 7or su* plan7 ( eligible employees ( ! employ]2 & 7#b7 9 ! case ( an eligible employ] sponsor+ a self-insur$ compreh5sive paid leave b5efit program ) respect to :i* b5efits are aw>d$ & paid directly by ! employ] 7or by a ?ird p>ty adm9i/rator on behalf ( ! employ]71 an am\nt equal to #ij p]c5t (-- 7,a7 ! am\nt ( b5efits paid "u ! program = su* cal5d> ye> to eligible employees ( ! employ] = up to #d weeks ( leave p] eligible employee2 or 7,b7 if less]1 ! product ( ! national av]age weekly b5efit am\nt paid "u section #bbjc7;a7 dur+ su* cal5d> ye> multipli$ by ! numb] ( weeks ( leave 7up to #d p] eligible employee7 paid by ! employ] = all eligible employees "u ! program = ! cal5d> ye>4 7b7 ,eligibility 7#a7 ,9 g5]al ,= purposes ( subsection 7a71 an eligible employ] = a cal5d> ye> is an employ] 7o!r ?an ! ,f$]al ,gov]nm5t or ! gov]nm5t ( any ,/ate 7or political subdivision !re(7 t is a legacy ,/ate = su* cal5d> ye> "u section #bbjh7 t satisfies all ( ! foll[+ requirem5ts3 7,a7 ,non-legacy ,/ate employees ,! employ] has "o or m employees dur+ su* cal5d> ye> ^: employm5t ) su* employ] is n cov]$ employm5t "u ! law ( a legacy ,/ate 7z def9$ 9 section #bbjh7;c77 79 ?is section ref]r$ to z eligible employees74 7,b7 ,grant conditions ,z a condition ( ! grant1 ! employ] agrees-- 7i7 t1 on return f leave "u ! program describ$ 9 subp>agraph 7,c77ii71 ! eligible employee tak+ su* leave w-- 7,i7 be re/or$ by ! employ] to ! position ( employm5t held by ! eligible employee :5 ! leave comm5c$2 or 7,,ii7 be re/or$ to an equival5t position ) equival5t employm5t b5efits1 pay1 & o!r t]ms & conditions ( employm5t2 7ii7 to ma9ta9 cov]age = ! eligible employee "u any gr\p heal? plan 7z def9$ 9 section #bbaj7 = ! duration ( su* leave at ! level & "u ! conditions cov]age w\ld h be5 provid$ if ! eligible employee _h cont9u$ 9 employm5t cont9u\sly = ! duration ( su* leave2 7iii7 9 any case 9 :i* an eligible employee receives an adv]se det]m9ation f ! employ] 7or adm9i/]+ entity7 ) respect to compreh5sive paid leave b5efits "u ! program describ$ 9 subp>agraph 7,c77ii7-- 7,i7 to provide opportunity = ! eligible employee to appeal su* adv]se det]m9ation to ! employ] 7or adm9i/]+ entity72 & 7,,ii7 9 any case 9 :i* ! eligible employee elects to appeal ! results ( su* initial appeal to ! ,commission] pursuant to section #bbje7;a77#a77;,b7 & ! f9al decision ( ! ,commission] is 9 ! eligible employee's favor1 to provide = ! paym5t ( su* compreh5sive paid leave b5efits 9 addition to ! co/s to ! ,commission] ( su* second>y appeal2 7iv7 to provide annual notice to all eligible employees /at+ t _! employm5t is cov]$ employm5t "u an employ]-sponsor$ program 7z def9$ 9 subsection 7g77 & in=m+ !m ( ! "r to appeal any adv]se det]m9ation ) respect to compreh5sive paid leave b5efits "u ! program describ$ 9 subp>agraph 7,c77ii72 & 7v7 n to impose any fee on any eligible employee relat$ to ensur+ cov]age1 or to ! receipt ( compreh5sive paid leave b5efits1 "u ! program describ$ 9 subp>agraph 7,c77ii74 7,c7 ,application2 submission ( requir$ in=mation ,n lat] ?an ! c]tification deadl9e specifi$ 9 p>agraph 7#b77;,a7 = su* cal5d> ye>1 ! employ]-- 7i7 notifies ! ,commission] t ! employ] int5ds to seek a grant "u ?is section = su* cal5d> ye>2 7ii7 c]tifies to ! ,commission] t ! employ] w h 9 effect dur+ su* cal5d> ye> a compreh5sive paid leave b5efit program t meets ! requirem5ts ( subsection 7c7 &1 n lat] ?an ! submission deadl9e specifi$ 9 p>agraph 7#b77;,b7 = su* cal5d> ye>1 provides all docum5tation relat+ to su* program z ! ,commission] may reque/2 & 7iii7 pays an application fee to ! ,commission] 9 accordance ) ?is subp>agraph1 su* am\nts to rema9 available to ! ,commission] )\t fur!r appropriation1 9 addition to am\nts o!rwise available1 to adm9i/] ?is section & appeals describ$ 9 section #bbje7;a77#a77;,b74 ,9 ! case ( an initial application1 ! application fee "u ?is subp>agraph %all be #ejj = an employ] ) #ej or few] employees1 #a1jjj = an employ] ) m ?an #ej b few] ?an #ejj employees1 & #b1jjj = an employ] ) #ejj or m employees4 ,9 ! case ( a r5ew$ application1 ! application fee "u ?is subp>agraph %all be #bjj4 7,d7 ,approval by ! ,commission] ,! compreh5sive paid leave b5efit program ref]r$ to 9 subp>agraph 7,c77ii7 is subsequ5tly approv$ by ! ,commission] z meet+ all applicable requirem5ts4 7,e7 ,in=mation submission requirem5t ,at ! "t ( application = su* grant = ea* cal5d> ye>1 ! employ]-- 7i7 submits to ! ,commission]-- 7,i7 an atte/ation t ! compreh5sive paid leave b5efit program ref]r$ to 9 subp>agraph 7,c77ii7 w rema9 9 effect dur+ ! :ole ( su* cal5d> ye> 7or1 9 ! case ( a program n 9 effect at ! beg9n+ ( su* cal5d> ye>1 an atte/ation t su* program w rema9 9 effect until ! end ( su* cal5d> ye>72 & 7,,ii7 ) respect to ea* eligible employee ( ! employ] ^: employm5t is cov]$ employm5t "u ! employ]-sponsor$ program 7z def9$ 9 subsection 7g77 = su* cal5d> ye>1 ! eligible employee's "n1 in=mation to e/abli% ! eligible employee's id5tity1 & 9 ! case ( a "p-"t eligible employee 7= purposes ( det]m9+ ! numb] ( eligible employees 7pro-rat$ = "p-"t eligible employees7 cov]$ "u ! program = su* cal5d> ye> "u subsection 7a77#a77;,b771 ! numb] ( h\rs ! eligible employee regul>ly works 9 a week2 & 7ii7 agrees to submit in=mation to ! ,commission] z describ$ 9 subsection 7e74 7,f7 ,ma9t5ance ( records ,! employ] agrees to reta9 all records relat+ to ! employ]'s compreh5sive paid leave b5efit program = n less ?an #c ye>s4 7,g7 ,additional grant requirem5ts ,z a condition ( ! grant1 ! employ] 7or adm9i/]+ entity7 does n-- 7i7 int]f]e )1 re/ra91 or d5y ! ex]cise (1 or ! attempt to ex]cise1 any "r provid$ "u ! program describ$ 9 subp>agraph 7,c77ii72 or 7ii7 dis*>ge1 or 9 any o!r mann] discrim9ate aga9/1 any eligible employee = oppos+ any practice prohibit$ by su* program4 7,h7 ,additional eligibility requirem5ts = self-insur$ employ]s ,9 ! case ( a compreh5sive paid leave b5efit program ( an employ] ) respect to :i* b5efits are aw>d$ & paid directly by ! employ] 7or by a ?ird p>ty adm9i/rator on behalf ( ! employ]7-- 7i7 su* employ] employs at lea/ #ej eligible employees2 & 7ii7 su* b5efits are gu>ante$ by a surety bond held by ! employ]4 7#b7 ,tim+ ( application 7,a7 ,c]tification ,! c]tification deadl9e specifi$ 9 ?is subp>agraph = a cal5d> ye> is ! date t is #ij days be=e ! beg9n+ ( ! cal5d> ye>1 or1 if lat]1 ! date t is #ij days be=e a plan describ$ 9 p>agraph 7#a77;,c77ii7 fir/ goes into effect4 7,b7 ,submission ( docum5tation ,! submission deadl9e specifi$ 9 ?is subp>agraph = a cal5d> ye> is ! date t is #de days be=e ! beg9n+ ( ! cal5d> ye>1 or1 if lat]1 ! date t is #de days be=e a plan describ$ 9 p>agraph 7#a77;,c77ii7 fir/ goes into effect4 7c7 ,employ] program requirem5ts 7#a7 ,9 g5]al ,a compreh5sive paid leave b5efit program %all n be consid]$ to meet ! requirem5ts ( ?is subsection unless su* program consi/s ( a writt5 employ] policy 9 accordance ) p>agraph 7#b7 t provides = ! paym5t1 ?r\gh "o or m employee b5efit plans1 ( family & m$ical leave b5efits 79 addition to any paid vacation1 paid sick leave1 or paid consolidat$ leave o!rwise provid$71 :i* may be gu>ante$ ?r\gh an insur] or provid$ ?r\gh a multiemploy] plan & :i* may be adm9i/]$ by an insur]1 multiemploy] plan1 or by ano!r ?ird-p>ty entity1 t includes ea* elem5t describ$ 9 subp>agraphs 7,a7 ?r\gh 7,h7 ( p>agraph 7#b71 & "u :i* ! employ] provides = ea* ( ! foll[+3 7,a7 ,ea* ( ! additional grant conditions describ$ 9 subsection 7b77#a77;,b74 7,b7 ,ea* ( ! requirem5ts describ$ 9 subsection 7b77#a77;,g74 7,c7 ,submission ( in=mation to ! ,commission] z describ$ 9 subsection 7e74 7#b7 ,compreh5sive paid leave plan requirem5ts = grantees ,z a condition ( a grant "u ?is section1 ! writt5 employ] policy ref]r$ to 9 p>agraph 7#a7 %all provide compreh5sive paid leave b5efits-- 7,a7 to all eligible employees ( ! employ]1 reg>dless ( l5g? ( s]vice1 job type1 memb]%ip 9 a labor organization1 s5iority /atus1 or any o!r employee classification2 7,b7 at a wage replacem5t rate t is at lea/ z great z ! wage replacem5t rate t an eligible employee w\ld receive "u ! compreh5sive paid leave b5efit program "u section #bbjb 7)\t reg>d to section #bbjb7;c77#b77;,c772 7,c7 = a total numb] ( weeks ( paid leave t is at lea/ z great z ! total numb] ( weeks ( paid leave t an eligible employee w\ld receive "u su* program 7)\t reg>d to su* section72 7,d7 = all qualify+ reasons 7z describ$ 9 subp>agraphs 7,a71 7,b71 & 7,c7 ( section #bbaj7f771 reg>dless ( any pre-exi/+ m$ical conditions2 7,e7 = leave :i* may be tak5 int]mitt5tly or on a r$uc$ leave s*$ule2 7,f7 t does n impose any fee on any eligible employee relat$ to ensur+ cov]age =1 or to ! receipt (1 su* b5efits2 7,g7 :i* mu/ be paid n less frequ5tly ?an mon?ly2 & 7,h7 = :i* any in=mation conta9$ 9 an application = su* b5efits %all be presum$ to be true & accurate1 unless ! employ] 7or adm9i/]+ entity7 demon/rates by a prepond]ance ( ! evid5ce t in=mation conta9$ 9 ! application is false4 7#c7 ,national av]age co/ ,n lat] ?an ,octob] #a ( ! cal5d> ye> be=e ea* cal5d> ye> beg9n+ ) #bjbd1 ! ,commission] %all det]m9e & publi% ! project$ national av]age co/ p] individual ( provid+ compreh5sive paid leave b5efits "u section #bbjb = su* cal5d> ye>1 su* co/ to be det]m9$ by divid+ ! total co/ ( b5efits "u su* section = su* cal5d> ye> 7includ+ ! co/s to ! ,commission] to adm9i/] su* b5efits1 n to exce$ 7= purposes ( calculat+ ! national av]age co/ "u ?is p>agraph7 #g p]c5t ( ! total am\nt ( su* b5efits paid7 by ! numb] ( individuals-- 7,a7 :o h wages or self-employm5t income at any "t dur+ su* cal5d> ye>2 & 7,b7 ^: employm5t 9 a regul> workweek 7)9 ! mean+ ( section #bbjc7;d77 includes employm5t t is n cov]$ employm5t "u an employ]-sponsor$ program 7z def9$ 9 subsection 7g7 ( ?is section7 or cov]$ employm5t "u ! law ( a legacy ,/ate 7z def9$ 9 section #bbjh7;c774 7d7 ,tim+ ( paym5t2 p5alty = late fil+ 7#a7 ,insur$ employ]s & employ]s contribut+ to multiemploy] plans ,a grant paid "u ?is section = a cal5d> ye> to an eligible employ] describ$ 9 subsection 7a77#a7 %all be paid by ! ,commission] n lat] ?an #cj days aft] ! beg9n+ ( su* cal5d> ye>4 7#b7 ,self-insur$ employ]s ,a grant paid "u ?is section = a cal5d> ye> to an eligible employ] describ$ 9 subsection 7a77#b7 %all be paid by ! ,commission] n lat] ?an ,m>* #ca ( ! cal5d> ye> succe$+ su* cal5d> ye>4 7#c7 ,p5alty = late fil+ ,9 any case 9 :i* an eligible employ] seek+ a grant "u ?is subsection = a cal5d> ye> fails to submit all requir$ docum5tation by ! submission deadl9e = su* cal5d> ye> z requir$ "u subsection 7b77#b77;,b7-- 7,a7 ! grant = su* cal5d> ye> = su* employ] %all n be paid until #de days aft] ! date ( paym5t o!rwise specifi$ 9 p>agraph 7#a7 or 7#b71 z applicable2 & 7,b7 ! am\nt ( su* grant %all be r$uc$ by #b p]c5t = ea* #g days by :i* su* submission deadl9e is exce$$4 7e7 ,in=mation submission ,z a condition ( receiv+ a grant "u subsection 7a7 = a cal5d> ye>1 an employ] %all provide ! ,commission] ) in=mation1 at su* times & 9 su* mann] z requir$ by ! ,commission]1 conc]n+ eligible employees :o receiv$ a paid leave b5efit "u ! compreh5sive paid leave b5efit program ( ! employ]1 includ+ ea* eligible employee's "n1 in=mation to e/abli% ! eligible employee's id5tity1 dates = :i* su* paid leave b5efits 7 paid1 ! am\nt ( su* paid leave b5efit1 &1 to ! ext5t available1 su* o!r in=mation conc]n+ su* eligible employees z ne$$ = ! purpose ( c>ry+ out ?is section & section #bbjb7;c77#b77;,c71 & = o!rwise c>ry+ out ! provisions ( ?is title4 7f7 ,en=cem5t & grant recov]y 7#a7 ,9 g5]al ,! ,commission] %all conduct p]iodic reviews ( employ]s receiv+ grants "u ?is section 7& ( entities adm9i/]+ su* programs74 ,! ,commission] may )draw approval ( ! compreh5sive paid leave b5efit program ( an employ] 9 any case 9 :i* ! ,commission] f9ds t ! employ] 7or adm9i/]+ entity7 has violat$ any requirem5t ( ?is section1 may require ! employ] to repay ! full am\nt ( su* grant1 & may disqualify an employ] f receiv+ subsequ5t grants 7or an adm9i/]+ entity f adm9i/]+ programs7 "u ?is section 9 ! case ( repeat$ violations4 7#b7 ,p5alties relat+ to appeals ,9 any case 9 :i* ! ,commission] det]m9es t a patt]n exi/s ) respect to an employ] 7or adm9i/]+ entity7 9 :i* ! employ] 7or adm9i/]+ entity7 has incorrectly d5i$ claims = paid leave b5efits "u ! employ]-sponsor$ program & su* claims h subsequ5tly be5 approv$ by ! ,commission] pursuant to an appeal describ$ 9 section #bbje7;a77#a77;,b71 ! ,commission] may impose p5alties on ! employ] 7or adm9i/]+ entity71 :i* may include requir+ ! employ] to repay ! full am\nt ( su* grant & a r$uction 91 or disqualification f1 receiv+ subsequ5t grants 7or an entity f adm9i/]+ programs7 "u ?is section4 7#c7 ,p5alties on adm9i/]+ entities ,9 ! case ( a ?ird-p>ty entity adm9i/]+ a compreh5sive paid leave b5efit program ( an employ]1 su* entity %all notify su* employ] 9 any case 9 :i* a p5alty is impos$ "u ?is subsection on ! adm9i/]+ entity n lat] ?an #cj days aft] ! date on :i* su* p5alty has be5 impos$4 ,9 any case 9 :i* ! ,commission] det]m9es t a patt]n ( misconduct exi/s ) respect to an entity adm9i/]+ b5efits "u ?is section = multiple employ]s1 ! ,commission] may disqualify su* entity f adm9i/]+ employ]-sponsor$ programs receiv+ subsequ5t grants "u ?is section4 7#d7 ,employ] & adm9i/rator appeals ,an employ] 7or adm9i/]+ entity7 ) respect to :i* a p5alty is impos$ "u ?is subsection may appeal su* decision to ! ,commission] only if su* appeal is fil$ ) ! ,commission] n lat] ?an #fj days aft] ! date ( su* decision4 7g7 ,cov]$ employm5t "u an employ]-sponsor$ program ,= purposes ( ?is title1 ! t]m cov]$ employm5t "u an employ]-sponsor$ program-- 7#a7 means employm5t ) an eligible employ] sponsor+ a compreh5sive paid leave b5efit program t meets ! requirem5ts ( subsection 7c7 dur+ a cal5d> ye> = :i* ! eligible employ] receives a grant "u subsection 7a72 & 7#b7 does n include cov]$ employm5t "u ! law ( a legacy ,/ate 7z def9$ 9 section #bbjh7;c774 7h7 ,great] b5efits p]mitt$ ,no?+ 9 ?is section %all be con/ru$ to prohibit an eligible employ] f provid+ paid family & m$ical leave b5efits t exce$ ! requirem5ts describ$ 9 ?is section4 #bbaj4 ,def9itions ,= purposes ( ?is title3 7#a7 ,commission] ,! t]m ,commission] means ! ,commission] ( ,social ,security4 7#b7 ,eligibility ,) respect to any ref]5ce 9 ?is title to an individual's eligibility or ineligibility = compreh5sive paid leave b5efits "u section #bbjb7;a7 = a mon?1 an individual %all be consid]$ to be eligible = su* b5efits = su* mon? if1 ^u fil+ an application = su* b5efits = su* mon?1 ! individual w\ld be entitl$ to su* b5efits = su* mon?4 7#c7 ,gr\p heal? plan ,! t]m gr\p heal? plan has ! mean+ giv5 su* t]m 9 section #ejjj7;b77#a7 ( ! ,int]nal ,rev5ue ,code ( #aihf4 7#d7 ,multiemploy] plan ,! t]m multiemploy] plan has ! mean+ giv5 su* t]m 9 section #c7cg7 ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd 7#bi ,u4,s4,c4 #ajjb7cg774 7#e7 ,national av]age wage index ,! t]m national av]age wage index has ! mean+ giv5 su* t]m 9 section #bji7k77#a74 7#f7 ,qualify+ reason ,! t]m #8qualify+ reason' means1 ) respect to any det]m9ation ( :e!r an individual is engag$ 9 qualifi$ c>egiv+ "u section #bbjb7;c77#b77;,a71 any ( ! foll[+3 7,a7 ,a reason describ$ 9 subp>agraph 7,a7 or 7,b7 ( section #ajb7;a77#a7 ( ! ,family & ,m$ical ,leave ,act ( #aiic 7#bi ,u4,s4,c4 #bfab7;a77#a77 7appli$ = purposes ( ?is p>agraph z if ! individual involv$ 7 ! employee ref]r$ to 9 su* section74 7,b7 7i7 ,9 ord] to c>e = a qualifi$ family memb] ( ! individual1 if su* qualifi$ family memb] has a s]i\s heal? condition4 7ii7 ,= purposes ( clause 7i7-- 7,i7 ! t]m qualifi$ family memb] means1 ) respect to an individual-- 7aa7 a sp\se 7includ+ a dome/ic p>tn] 9 a civil union or o!r regi/]$ dome/ic p>tn]%ip recogniz$ by a ,/ate7 & a sp\se's p>5t2 7bb7 a *ild & a *ild's sp\se2 7cc7 a p>5t & a p>5t's sp\se2 7dd7 a sibl+ & a sibl+'s sp\se2 7ee7 a gr&p>5t1 a gr&*ild1 or a sp\se ( a gr&p>5t or gr&*ild2 & 7ff7 any o!r individual :o is relat$ by blood or aff9ity & ^: association ) ! individual involv$ is equival5t ( a family relation%ip2 & 7,,ii7 ! t]m s]i\s heal? condition has ! mean+ giv5 su* t]m 9 section #aja7aa7 ( ! ,family & ,m$ical ,leave ,act ( #aiic 7#bi ,u4,s4,c4 #bfaa7aa77 4 7,c7 ,because ( a s]i\s heal? condition 7z def9$ 9 subp>agraph 7,b77ii77,,ii77 t makes ! individual unable to satisfy ! requirem5ts ne$$ to cont9ue receiv+ 7or 9 ! case ( an individual no long] employ$1 to resume receiv+7 ! wages or self-employm5t income describ$ 9 section #bbjb7;a77#c74 7#g7 ,reasonable docum5tation ,! t]m reasonable docum5tation means ! in=mation t is requir$ to be /at$ "u subsection 7b7 ( section #ajc ( ! ,family & ,m$ical ,leave ,act ( #aiic 7#bi ,u4,s4,c4 #bfac74 7#h7 ,self-employm5t income ,! t]m self-employm5t income has ! mean+ giv5 ! t]m 9 section #adjb7;b7 ( ! ,int]nal ,rev5ue ,code ( #aihf = purposes ( ! taxes impos$ by section #adja7;b7 ( su* ,code4 ,= purposes ( section #bbjb7;a7 & #bbjc7;b77#c71 ! ,commission] %all det]m9e rules = ! cr$it+ ( self-employm5t income to cal5d> qu>t]s1 "u :i*-- 7,a7 9 ! case ( a taxable ye> :i* is a cal5d> ye>1 self-employm5t income %all be cr$it$ equally to ea* qu>t] ( su* cal5d> ye>2 & 7,b7 9 ! case ( any o!r taxable ye>1 su* income %all be cr$it$ equally to ! cal5d> qu>t] 9 :i* su* taxable ye> ends & to ea* ( ! next ?ree or few] prec$+ qu>t]s any "p ( :i* is 9 su* taxable ye>4 7#i7 ,/ate ,! t]m ,/ate means any ,/ate ( ! ,unit$ ,/ates or ! ,di/rict ( ,columbia or any t]ritory or possession ( ! ,unit$ ,/ates4 7#aj7 ,wages ,! t]m wages has ! mean+ giv5 su* t]m 9 section #caba7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf = purposes ( ! taxes impos$ by sections #caja7;b7 & #caaa7;b7 ( su* ,code 7)\t reg>d to section #caba7u77#b77;,c7 ( su* ,code71 except t su* t]m also includes-- 7,a7 comp5sation1 z def9$ 9 section #cbca7;e7 ( su* ,code = purposes ( ! ,railroad ,retirem5t ,tax ,act2 & 7,b7 unemploym5t comp5sation1 z def9$ 9 section #he7;b7 ( su* ,code4 7#aa7 ,week ,! t]m week means a #g-;day p]iod beg9n+ on a ,sunday4 4 #acjjjb4 ,access to wage in=mation f ! ,national ,directory ( ,new ,hires = ! purpose ( adm9i/]+ compreh5sive paid leave ,section #dec7;j7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fec7;j77 is am5d$ by add+ at ! end ! foll[+3 7#ab7 ,in=mation comp>isons & disclosure to assi/ 9 adm9i/ration ( title ,,xxii 7,a7 ,furni%+ ( in=mation by ! ,commission] ( ,social ,security ,! ,commission] ( ,social ,security %all furni% to ! ,secret>y1 on su* p]iodic basis z det]m9$ by ! ,commission] ( ,social ,security 9 consultation ) ! ,secret>y1 in=mation 9 ! cu/ody ( ! ,commission] ( ,social ,security = comp>ison ) in=mation 9 ! ,national ,directory ( ,new ,hires1 9 ord] to obta9 in=mation 9 su* ,directory ) respect to individuals = purposes ( adm9i/]+ title ,,xxii4 7,b7 ,requirem5t to seek m9imum in=mation ,! ,commission] ( ,social ,security %all seek in=mation pursuant to ?is section only to ! ext5t necess>y to adm9i/] title ,,xxii4 7,c7 ,duties ( ! ,secret>y 7i7 ,in=mation disclosure ,! ,secret>y1 9 coop]ation ) ! ,commission] ( ,social ,security1 %all comp>e in=mation 9 ! ,national ,directory ( ,new ,hires ) in=mation provid$ by ! ,commission] ( ,social ,security ) respect to individuals describ$ 9 subp>agraph 7,a71 & %all disclose in=mation 9 su* ,directory reg>d+ su* individuals to ! ,commission] ( ,social ,security1 9 accordance ) ?is p>agraph1 = ! purposes specifi$ 9 ?is p>agraph4 7ii7 ,condition on disclosure ,! ,secret>y %all make disclosures 9 accordance ) clause 7i7 only to ! ext5t t ! ,secret>y det]m9es t su* disclosures d n int]f]e ) ! effective op]ation ( ! program "u ?is "p4 7,d7 ,use ( in=mation by ! ,commission] ( ,social ,security ,! ,commission] ( ,social ,security may use in=mation provid$ "u ?is p>agraph only = purposes ( adm9i/]+ title ,,xxii1 & %all ma9ta9 su* in=mation 9 ! records ( ! ,commission] ( ,social ,security = su* "t z ! ,commission] ( ,social ,security deems necess>y = ! adm9i/ration ( su* title4 7,e7 ,disclosure ( in=mation by ! ,commission] ( ,social ,security 7i7 ,purpose ( disclosure ,! ,commission] ( ,social ,security may make a disclosure "u ?is subp>agraph only = purposes ( v]ify+ ! employm5t & income ( individuals describ$ 9 subp>agraph 7,a74 7ii7 ,conditions on disclosure ,disclosures "u ?is subp>agraph %all be-- 7,i7 made 9 accordance ) data security & control policies e/abli%$ by ! ,commission] ( ,social ,security & approv$ by ! ,secret>y2 7,,ii7 subject to audit 9 a mann] satisfactory to ! ,secret>y2 & 7,,iii7 subject to ! sanctions "u subsection 7l77#b74 7iii7 ,re/rictions on r$isclosure ,a p]son or entity to :i* in=mation is disclos$ "u ?is subp>agraph may use or disclose su* in=mation only z ne$$ = v]ify+ ! employm5t & income ( individuals describ$ 9 subp>agraph 7,a71 subject to ! conditions 9 clause 7ii7 & su* additional conditions z agre$ to by ! ,secret>y & ! ,commission] ( ,social ,security4 7,f7 ,reimbursem5t ( ,,hhs co/s 4 ,! ,commission] ( ,social ,security %all reimburse ! ,secret>y1 9 accordance ) subsection 7k77#c71 = ! co/s incurr$ by ! ,secret>y 9 furni%+ ! in=mation reque/$ "u ?is p>agraph4 4 #acjjjc4 ,access to self-employm5t income in=mation = paid leave adm9i/ration 7a7 ,9 g5]al ,section #fajc7l7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#bc7 ,disclosure ( c]ta9 return in=mation to c>ry out paid family & m$ical leave b5efit program 7,a7 ,9 g5]al ,! ,secret>y %all1 ^u writt5 reque/1 disclose to (fic]s & employees ( ! ,social ,security ,adm9i/ration return in=mation ) respect to a taxpay] ^: self-employm5t income is relevant 9 det]m9+ entitlem5t to1 or ! correct am\nt (1 a paid family & m$ical leave b5efit "u title ,,xxii ( ! ,social ,security ,act4 ,su* in=mation %all be limit$ to-- 7i7 ! taxpay] id5tity in=mation ) respect to ! taxpay]1 7ii7 ! self-employm5t income ( ! taxpay]1 7iii7 ! taxable ye> to :i* su* self-employm5t income relates1 & 7iv7 if applicable1 ! fact t any ( ! prec$+ in=mation is unavailable4 7,b7 ,re/riction on disclosure ,return in=mation disclos$ "u subp>agraph 7,a7 may be us$ by (fic]s & employees ( ! ,social ,security ,adm9i/ration solely = ! purpose ( adm9i/]+ ! paid family & m$ical leave b5efit program "u title ,,xxii ( ! ,social ,security ,act4 7,c7 ,self-employm5t income ,= purposes ( ?is p>agraph1 ! t]m self-employm5t income has ! mean+ giv5 su* t]m 9 section #adjb7;b7 = purposes ( ! taxes impos$ by section #adja7;b74 4 7b7 ,application ( safegu>ds ,section #fajc7p77#d7 ( su* ,code is am5d$ by /rik+ or 7#bb7 9 ! matt] prec$+ subp>agraph 7,a7 & 9 subp>agraph 7,f77ii7 & ins]t+ 7#bb71 or 7#bc74 #acjjjd4 ,c]ta9 compreh5sive paid leave b5efits exclud$ f gross income 7a7 ,9 g5]al ,"p ,,iii ( sub*apt] ,b ( *apt] #a ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by ins]t+ aft] section #aci;,i ! foll[+ new section3 #aci;,j4 ,c]ta9 compreh5sive paid leave b5efits ,9 ! case ( an individual1 gross income %all n include any am\nt receiv$ by ! taxpay] by reason ( entitlem5t to a compreh5sive paid leave b5efit "u section #bbjb7;a7 ( ! ,social ,security ,act4 4 7b7 ,cl]ical am5dm5t ,! table ( sections = "p ,,iii ( sub*apt] ,b ( *apt] #a ( su* ,code is am5d$ by ins]t+ aft] ! item relat+ to section #aci;,i ! foll[+ new item3 ,sec4 #aci;,j4 ,c]ta9 compreh5sive paid leave b5efits4 4 ,b ,miscellane\s ,heal? ,items #acbjjj4 ,regi/]$ pr(essional nurses 7a7 ,m$ic>e ,section #ahai7;b77#d77;,c77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie;i-#c7;b77#d77;,c77i77 is am5d$ by /rik+ regi/]$ pr(essional nurse & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ ! foll[+3 regi/]$ pr(essional nurse1 ) respect to su* s]vices furni%$-- 7,i7 be=e ,octob] #a1 #bjbd1 at lea/ #h consecutive h\rs a day1 #g days a week2 & 7,,ii7 on or aft] su* date1 #bd h\rs a day1 #g days a week4 4 7b7 ,m$icaid ,section #aiai7;b77#d77;,c77i77,,ii7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr7b77#d77;,c77i77,,ii77 is am5d$ by /rik+ regi/]$ pr(essional nurse & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ ! foll[+3 regi/]$ pr(essional nurse1 ) respect to su* s]vices furni%$-- 7aa7 be=e ,octob] #a1 #bjbd1 at lea/ #h consecutive h\rs a day1 #g days a week2 & 7bb7 on or aft] su* date1 #bd h\rs a day1 #g days a week4 4 #acbjja4 ,p]man5t ,ext5sion ( ! indep5d5ce at home m$ical practice demon/ration program ,section #ahff;,e ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie;cc-#e7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7j7 ,p]man5t demon/ration program 7#a7 ,9 g5]al ,not)/&+ subsection 7e77#a7 & subject to p>agraph 7#b71 beg9n+ on ! date ( enactm5t ( ?is subsection1 ! ,secret>y %all conduct ! demon/ration program on a p]man5t basis4 7#b7 ,adju/m5ts ,9 conduct+ ! demon/ration program on a p]man5t basis pursuant to p>agraph 7#a71 ! prec$+ provisions ( ?is section %all apply except t1 beg9n+ on ! date ( enactm5t ( ?is subsection1 ! foll[+ %all apply3 7,a7 ,not)/&+ p>agraphs 7#a7 & 7#e7 ( subsection 7e7-- 7i7 !re %all be no limit on ! numb] ( qualifi$ indep5d5ce at home m$ical practices or applicable b5efici>ies t may p>ticipate 9 ! demon/ration program2 & 7ii7 p>ticipation ( qualifi$ indep5d5ce at home m$ical practices 9 ! demon/ration program %all n be limit$ to practices t 7 select$ to p>ticipate prior to ! date ( enactm5t ( ?is subsection4 7,b7 ,9 apply+ subsection 7c71 any applicable b5efici>y t p>ticipates 9 ! demon/ration program1 includ+ by reason ( ! elim9ation "u subp>agraph 7,a7 ( ! limit on ! numb] ( applicable b5efici>ies :o may p>ticipate1 %all be tak5 into acc\nt 9 e/abli%+ any-- 7i7 e/imat$ annual sp5d+ t>get "u subsection 7c77#a72 & 7ii7 inc5tive paym5t "u subsection 7c77#b74 7#c7 ,fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices ,program ,managem5t ,acc\nt = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = purposes ( adm9i/]+ & c>ry+ out ! demon/ration program1 o!r ?an = paym5ts = items & s]vices furni%$ "u ?is title & inc5tive paym5ts "u subsection 7c74 4 ,c ,trade adju/m5t assi/ance #accjja4 ,%ort title ,?is subtitle may be cit$ z ! ,trade ,adju/m5t ,assi/ance ,mod]nization ,act ( #bjba4 #accjjb4 ,application ( provisions relat+ to trade adju/m5t assi/ance 7a7 ,effective date2 applicability ,except z o!rwise provid$ 9 ?is subtitle1 ! provisions ( *apt]s #b ?r\gh #f ( title ,,ii ( ! ,trade ,act ( #aigd1 z 9 effect on ,june #cj1 #bjba1 & z am5d$ by ?is subtitle1 %all-- 7#a7 take effect on ! date ( ! enactm5t ( ?is ,act2 & 7#b7 apply ) respect to petitions = c]tification fil$ "u *apt] #b1 #c1 #d1 or #f ( title ,,ii ( ! ,trade ,act ( #aigd on or aft] su* date ( enactm5t4 7b7 ,ref]5ce ,except z o!rwise provid$ 9 ?is subtitle1 :5ev] 9 ?is subtitle an am5dm5t or repeal is express$ 9 t]ms ( an am5dm5t to1 or repeal (1 a provision ( *apt]s #b ?r\gh #f ( title ,,ii ( ! ,trade ,act ( #aigd1 ! ref]5ce %all be consid]$ to be made to a provision ( any su* *apt]1 z 9 effect on ,june #cj1 #bjba4 7c7 ,repeal ( snapback ,section #djf ( ! ,trade ,adju/m5t ,assi/ance ,reau?orization ,act ( #bjae 7,public ,law #aad-bg2 #abi ,/at4 #cgi7 is repeal$4 #a ,trade adju/m5t assi/ance = work]s #accaja4 ,fil+ petitions ,section #bba7;a77#a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbga7;a77#a77 is am5d$-- 7#a7 by am5d+ subp>agraph 7,a7 to read z foll[s3 7,a7 ,"o or m work]s 9 ! gr\p ( work]s4 2 & 7#b7 9 subp>agraph 7,c71 by /rik+ or a ,/ate dislocat$ work] unit & ins]t+ a ,/ate dislocat$ work] unit1 or work=ce int]m$i>ies1 includ+ labor-managem5t organizations t c>ry out re-employm5t & tra9+ s]vices4 #accajb4 ,gr\p eligibility requirem5ts 7a7 ,9 g5]al ,section #bbb7;a77#b7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbgb7;a77#b77 is am5d$-- 7#a7 9 subp>agraph 7,a7-- 7,a7 9 clause 7i71 by ins]t+ 1 fail$ to increase1 or w decrease absolutely due to a s*$ul$ or imm95tly anticipat$1 long-t]m decrease 9 or reallocation ( ! production capacity ( ! firm aft] absolutely2 & 7,b7 9 clause 7iii7-- 7i7 by /rik+ to ! decl9e & ins]t+ to any decl9e or abs5ce ( increase2 & 7ii7 by /rik+ or at ! end2 7#b7 9 subp>agraph 7,b77ii71 by /rik+ ! p]iod at ! end & ins]t+ 2 or2 & 7#c7 by add+ at ! end ! foll[+3 7,c7 7i7 ! sales or production1 or bo?1 ( su* firm h decreas$2 7ii7 7,i7 exports ( articles produc$ or s]vices suppli$ by su* work]s' firm h decreas$2 or 7,,ii7 imports ( articles or s]vices necess>y = ! production ( articles or s]vices suppli$ by su* firm h decreas$2 & 7iii7 ! decrease 9 exports or imports describ$ 9 clause 7ii7 contribut$ to su* work]s' sep>ation or ?reat ( sep>ation & to ! decl9e 9 ! sales or production ( su* firm4 4 7b7 ,repeal ,section #bbb ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbgb7 is am5d$-- 7#a7 9 subsections 7a7 & 7b71 by /rik+ importantly ea* place x appe>s2 & 7#b7 9 subsection 7c7-- 7,a7 by /rik+ p>agraph 7#a72 & 7,b7 by r$esignat+ p>agraphs 7#b7 ?r\gh 7#d7 z p>agraphs 7#a7 ?r\gh 7#c71 respectively4 7c7 ,eligibility ( /aff$ work]s & telework]s ,section #bbb ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbgb71 z am5d$ by subsection 7b71 is fur!r am5d$ by add+ at ! end ! foll[+3 7f7 ,treatm5t ( /aff$ work]s & telework]s 7#a7 ,9 g5]al ,= purposes ( subsection 7a71 work]s 9 a firm include /aff$ work]s & telework]s4 7#b7 ,def9itions ,9 ?is subsection3 7,a7 ,/aff$ work] ,! t]m /aff$ work] means a work] :o p]=ms "w "u ! op]ational control ( a firm t is ! subject ( a petition fil$ "u section #bba1 ev5 if ! work] is directly employ$ by ano!r firm4 7,b7 ,telework] ,! t]m telework] means a work] :o works remotely b :o reports to ! location li/$ = a firm 9 a petition fil$ "u section #bba4 4 #accajc4 ,application ( det]m9ations ( eligibility to work]s employ$ by successors-9-int]e/ ,section #bbc ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbgc7 is am5d$ by add+ at ! end ! foll[+3 7f7 ,treatm5t ( work]s ( successors-9-,int]e/ ,if ! ,secret>y c]tifies a gr\p ( work]s ( a firm z eligible to apply = adju/m5t assi/ance "u ?is *apt]1 a work] ( a successor-9-int]e/ to t firm %all be cov]$ by ! c]tification to ! same ext5t z a work] ( t firm4 4 #accajd4 ,provision ( b5efit in=mation to work]s ,section #bbe ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbge7 is am5d$-- 7#a7 9 subsection 7a71 by ins]t+ aft] ! second s5t5ce ! foll[+ new s5t5ce3 ,! ,secret>y %all make e ef=t to provide su* in=mation & assi/ance to work]s 9 _! native language42 & 7#b7 9 subsection 7b7-- 7,a7 by r$esignat+ p>agraph 7#b7 z p>agraph 7#c72 7,b7 by ins]t+ aft] p>agraph 7#a7 ! foll[+3 7#b7 ,! ,secret>y %all provide a second notice to a work] describ$ 9 p>agraph 7#a7 be=e ! work] has exhau/$ all rights to any unemploym5t insurance to :i* ! work] is entitl$ 7o!r ?an additional comp5sation describ$ 9 section #bca7;a77#c77;,b7 fund$ by a ,/ate & n reimburs$ f ,f$]al funds74 2 7,c7 9 p>agraph 7#c71 z r$esignat$ by p>agraph 7#a71 by /rik+ newspap]s ( g5]al circulation & ins]t+ appropriate pr9t or digital outlets2 & 7,d7 by add+ at ! end ! foll[+3 7#d7 ,= purposes ( provid+ su/a9$ outrea* reg>d+ ! b5efits available "u ?is *apt] to work]s cov]$ by a c]tification made "u ?is sub*apt]1 ! ,secret>y may take any necess>y actions1 includ+ ! foll[+3 7,a7 ,collect+ ! email addresses & telephone numb]s ( su* work]s f ! employ]s ( su* work]s to provide su/a9$ outrea* to su* work]s4 7,b7 ,p>tn]+ ) ! c]tifi$ or recogniz$ union1 a community-bas$ work] organization1 or o!r duly au?oriz$ repres5tatives ( su* work]s4 7,c7 ,hir+ pe] support work]s to p]=m su/a9$ outrea* to o!r work]s cov]$ by t c]tification4 7,d7 ,us+ adv]tis+ me?ods & public in=mation campaigns1 includ+ social m$ia1 9 addition to notice publi%$ 9 pr9t or digital outlets "u p>agraph 7#c74 4 #accaje4 ,qualify+ requirem5ts = work]s 7a7 ,9 g5]al ,section #bca7;a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbia7;a77 is am5d$-- 7#a7 by /rik+ p>agraph 7#b72 7#b7 by r$esignat+ p>agraphs 7#c71 7#d71 & 7#e7 z p>agraphs 7#b71 7#c71 & 7#d71 respectively2 & 7#c7 9 p>agraph 7#d7 7z r$esignat$71 by /rik+ p>agraphs 7#a7 & 7#b7 ea* place x appe>s & ins]t+ p>agraph 7#a74 7b7 ,con=m+ am5dm5ts 7#a7 ,section #bcb ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbib7 is am5d$ by /rik+ section #bca7;a77#c77;,b7 ea* place x appe>s & ins]t+ section #bca7;a77#b77;,b74 7#b7 ,section #bcc7;a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbic7;a77 is am5d$-- 7,a7 9 p>agraph 7#a71 by /rik+ section #bca7;a77#c77;,a7 & ins]t+ section #bca7;a77#b77;,a72 & 7,b7 9 p>agraph 7#b7-- 7i7 by /rik+ adv]sely affect$ employm5t & all t foll[s ?r\gh 7,a7 )9 & ins]t+ adv]sely affect$ employm5t )92 7ii7 by /rik+ 1 & & ins]t+ a p]iod2 & 7iii7 by /rik+ subp>agraph 7,b74 #accajf4 ,modification to trade readju/m5t all[ances ,section #bcc ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbic7 is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 9 p>agraph 7#b71 by ins]t+ aft] #ajd-week p]iod ! foll[+3 7or1 9 ! case ( an adv]sely affect$ work] :o requires a program ( pr]equisite education or rem$ial education 7z describ$ 9 section #bcf7;a77#e77;,d77 9 ord] to complete tra9+ approv$ = ! work] "u section #bcf1 ! #acj-week p]iod72 7,b7 9 p>agraph 7#c71 by /rik+ #fe additional weeks 9 ! #gh-week p]iod & ins]t+ #gh additional weeks 9 ! #ia-week p]iod2 & 7,c7 9 ! flu% text1 by /rik+ #gh-week p]iod & ins]t+ #ia-week p]iod2 7#b7 by /rik+ subsection 7d72 & 7#c7 by am5d+ subsection 7f7 to read z foll[s3 7f7 ,paym5t ( trade readju/m5t all[ances to complete tra9+ ,not)/&+ any o!r provision ( ?is section1 9 ord] to assi/ an adv]sely affect$ work] to complete tra9+ approv$ = ! work] "u section #bcf t includes a program ( pr]equisite education or rem$ial education 7z describ$ 9 section #bcf7;a77#e77;,d771 & 9 accordance ) regulations prescrib$ by ! ,secret>y1 paym5ts may be made z trade readju/m5t all[ances = up to #bf additional weeks 9 ! #bf-week p]iod t foll[s ! la/ week ( entitlem5t to trade readju/m5t all[ances o!rwise payable "u ?is *apt]4 4 #accajg4 ,automatic ext5sion ( trade readju/m5t all[ances 7a7 ,9 g5]al ,"p ,i ( sub*apt] ,b ( *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbia-bbid7 is am5d$ by ins]t+ aft] section #bcc ! foll[+ new section3 #bcc;,a4 ,automatic ext5sion ( trade readju/m5t all[ances 7a7 ,9 g5]al ,not)/&+ ! limitations "u section #bcc7;a71 ! ,secret>y %all ext5d ! p]iod dur+ :i* trade readju/m5t all[ances are payable to an adv]sely affect$ work] :o completes tra9+ approv$ "u section #bcf by ! ,secret>y dur+ a p]iod ( height5$ unemploym5t ) respect to ! ,/ate 9 :i* su* work] seeks b5efits1 = ! %ort] (-- 7#a7 ! #bf-week p]iod beg9n+ on ! date ( completion ( su* tra9+2 or 7#b7 ! p]iod end+ on ! date on :i* ! adv]sely affect$ work] secures employm5t4 7b7 ,job se>* requir$ ,a work] %all only be eligible = an ext5sion "u subsection 7a7 if ! work] is comply+ ) ! job se>* requirem5ts associat$ ) unemploym5t insurance 9 ! applicable ,/ate4 7c7 ,p]iod ( height5$ unemploym5t def9$ ,9 ?is section1 ! t]m p]iod ( height5$ unemploym5t ) respect to a ,/ate means a #ij-;day p]iod dur+ :i*1 9 ! det]m9ation ( ! ,secret>y1 ei!r ( ! foll[+ av]age rates equals or exce$s #e4e p]c5t3 7#a7 ,! av]age rate ( total unemploym5t 9 su* ,/ate 7seasonally adju/$7 = ! p]iod consi/+ ( ! mo/ rec5t #c-mon? p]iod = :i* data = all ,/ates are publi%$ be=e ! close ( su* p]iod4 7#b7 ,! av]age rate ( total unemploym5t 9 all ,/ates 7seasonally adju/$7 = ! p]iod consi/+ ( ! mo/ rec5t #c-mon? p]iod = :i* data = all ,/ates are publi%$ be=e ! close ( su* p]iod4 4 7b7 ,cl]ical am5dm5t ,! table ( cont5ts = ! ,trade ,act ( #aigd is am5d$ by ins]t+ aft] ! item relat+ to section #bcc ! foll[+3 ,sec4 #bcc;,a4 ,automatic ext5sion ( trade readju/m5t all[ances4 4 #accajh4 ,employm5t & case managem5t s]vices ,section #bce ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbie7 is am5d$-- 7#a7 9 p>agraph 7#c7-- 7,a7 by ins]t+ aft] regional areas ! foll[+3 7includ+ in=mation ab\t regi/]$ appr5tice%ip programs1 on-!-job tra9+ opportunities1 & o!r "w-bas$ le>n+ opportunities72 & 7,b7 by ins]t+ aft] suitable tra9+ ! foll[+3 1 in=mation reg>d+ ! track record ( a tra9+ provid]'s ability to successfully place p>ticipants into suitable employm5t2 7#b7 by r$esignat+ p>agraph 7#h7 z p>agraph 7#aj72 & 7#c7 by ins]t+ aft] p>agraph 7#g7 ! foll[+3 7#h7 ,in=mation relat$ to direct job placem5t1 includ+ facilitat+ ! ext5t to :i* employ]s )9 ! community commit to employ+ work]s :o w\ld b5efit f ! employm5t & case managem5t s]vices "u ?is section4 7#i7 ,su/a9$ outrea* to gr\ps ( work]s likely to be c]tifi$ z eligible = adju/m5t assi/ance "u ?is *apt] & memb]s ( c]tifi$ work] gr\ps :o h n yet appli$ = or be5 enroll$ 9 b5efits or s]vices "u ?is *apt]1 especially su* gr\ps & memb]s f und]s]v$ communities4 4 #accaji4 ,tra9+ ,section #bcf ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbif7;a77 is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 9 p>agraph 7#a77;,d71 by ins]t+ 1 ) a demon/rat$ ability to place p>ticipants into employm5t be=e ! comma at ! end2 7,b7 9 p>agraph 7#c71 by add+ at ! end be=e ! p]iod ! foll[+3 1 except t e ef=t %all be made to ensure t employm5t opportunities are available ^u ! completion ( tra9+2 & 7,c7 9 p>agraph 7#e7-- 7i7 9 subp>agraph 7,g71 by /rik+ 1 & & ins]t+ a comma2 7ii7 9 subp>agraph 7,h77ii71 by /rik+ ! p]iod at ! end & ins]t+ 1 &2 & 7iii7 by add+ at ! end be=e ! flu% text ! foll[+3 7,i7 pre-appr5tice%ip tra9+4 2 & 7#b7 by add+ at ! end ! foll[+3 7h7 ,reimbursem5t = out-(-pocket tra9+ exp5ses ,if ! ,secret>y approves tra9+ = a work] "u p>agraph 7#a7 ( subsection 7a71 ! ,secret>y may reimburse ! work] = out-(-pocket exp5ses relat+ to tra9+ program describ$ 9 p>agraph 7#e7 ( t subsection t 7 incurr$ by ! work] on & aft] ! date ( ! work]'s total or p>tial sep>ation & be=e ! date on :i* ! c]tification ( eligibility "u section #bbb t cov]s ! work] is issu$4 4 #accaaj4 ,job se>*1 relocation1 & *ild c>e all[ances 7a7 ,job se>* all[ances ,section #bcg ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbig7 is am5d$-- 7#a7 9 subsection 7a77#a71 by /rik+ may use funds made available to ! ,/ate to c>ry out sections #bce ?r\gh #bch & ins]t+ %all use1 f funds made available to ! ,/ate to c>ry out sections #bce ?r\gh #bch;,a1 su* am\nts z may be necess>y2 7#b7 9 subsection 7a77#b71 9 ! matt] prec$+ subp>agraph 7,a71 by /rik+ may grant & ins]t+ %all grant2 & 7#c7 9 subsection 7b7-- 7,a7 9 p>agraph 7#a71 by /rik+ n m ?an #ij p]c5t & ins]t+ #ajj p]c5t2 7,b7 9 p>agraph 7#b71 by /rik+ #a1bej & ins]t+ #b1jjj 7subject to adju/m5t "u p>agraph 7#d772 & 7,c7 by add+ at ! end ! foll[+2 7#d7 ,adju/m5t ( maximum all[ance limitation = inflation 7,a7 ,9 g5]al ,! ,secret>y ( ,labor %all adju/ ! maximum all[ance limitation "u p>agraph 7#b7 on ! date t is #cj days aft] ! date ( ! enactm5t ( ?is p>agraph1 & at ! beg9n+ ( ea* fiscal ye> !reaft]1 to reflect ! p]c5tage 7if any7 ( ! increase 9 ! av]age ( ! ,consum] ,price ,index = ! prec$+ #ab-mon? p]iod comp>$ to ! ,consum] ,price ,index = fiscal ye> #bjbj4 7,b7 ,special rules = calculation ( adju/m5t ,9 mak+ an adju/m5t "u subp>agraph 7,a71 ! ,secret>y-- 7i7 %all r\nd ! am\nt ( any increase 9 ! ,consum] ,price ,index to ! ne>e/ doll>2 & 7ii7 may ignore any su* increase ( less ?an #a p]c5t4 7,c7 ,consum] ,price ,index def9$ ,= purposes ( ?is p>agraph1 ! t]m ,consum] ,price ,index means ! ,consum] ,price ,index = ,all ,urban ,consum]s publi%$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 4 7b7 ,relocation all[ances ,section #bch ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbih7 is am5d$-- 7#a7 9 subsection 7a77#a71 by /rik+ may use funds made available to ! ,/ate to c>ry out sections #bce ?r\gh #bch & ins]t+ %all use1 f funds made available to ! ,/ate to c>ry out sections #bce ?r\gh #bch;,a1 su* am\nts z may be necess>y2 7#b7 9 subsection 7a77#b71 9 ! matt] prec$+ subp>agraph 7,a71 by /rik+ may be grant$ & ins]t+ %all be grant$2 7#c7 9 subsection 7b7-- 7,a7 9 p>agraph 7#a71 by /rik+ n m ?an #ij p]c5t & ins]t+ #ajj p]c5t2 & 7,b7 9 p>agraph 7#b71 by /rik+ #a1bej & ins]t+ #b1jjj 7subject to adju/m5t "u subsection 7d772 & 7#d7 by add+ at ! end ! foll[+3 7d7 ,adju/m5t ( maximum paym5t limitation = inflation 7#a7 ,9 g5]al ,! ,secret>y ( ,labor %all adju/ ! maximum paym5t limitation "u subsection 7b77#b7 on ! date t is #cj days aft] ! date ( ! enactm5t ( ?is subsection1 & at ! beg9n+ ( ea* fiscal ye> !reaft]1 to reflect ! p]c5tage 7if any7 ( ! increase 9 ! av]age ( ! ,consum] ,price ,index = ! prec$+ #ab-mon? p]iod comp>$ to ! ,consum] ,price ,index = fiscal ye> #bjbj4 7#b7 ,special rules = calculation ( adju/m5t ,9 mak+ an adju/m5t "u p>agraph 7#a71 ! ,secret>y-- 7,a7 %all r\nd ! am\nt ( any increase 9 ! ,consum] ,price ,index to ! ne>e/ doll>2 & 7,b7 may ignore any su* increase ( less ?an #a p]c5t4 7#c7 ,consum] ,price ,index def9$ ,= purposes ( ?is subsection1 ! t]m ,consum] ,price ,index means ! ,consum] ,price ,index = ,all ,urban ,consum]s publi%$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 4 7c7 ,*ild c>e all[ances 7#a7 ,9 g5]al ,"p ,,ii ( sub*apt] ,b ( *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbie-bbih7 is am5d$ by add+ at ! end ! foll[+3 #bch;,a4 ,*ild ,c>e ,all[ances 7a7 ,*ild ,c>e ,all[ances ,au?oriz$ 7#a7 ,9 g5]al ,ea* ,/ate %all use1 f funds made available to ! ,/ate to c>ry out sections #bce ?r\gh #bch;,a1 su* am\nts z may be necess>y to all[ an adv]sely affect$ work] cov]$ by a c]tification issu$ "u sub*apt] ,a ( ?is *apt] to file an application = a *ild c>e all[ance ) ! ,secret>y1 & ! ,secret>y may grant ! *ild c>e all[ance1 subject to ! t]ms & conditions ( ?is section4 7#b7 ,conditions = grant+ all[ance ,a *ild c>e all[ance %all be grant$ if ! all[ance w assi/ an adv]sely affect$ work] to att5d tra9+ or seek suitable employm5t1 by provid+ = ! c>e ( "o or m ( ! m9or dep5d5ts ( ! work]4 7b7 ,am\nt ( ,all[ance ,any *ild c>e all[ance grant$ to a work] "u subsection 7a7 %all n exce$ #b1jjj p] m9or dep5d5t p] ye>4 7c7 ,adju/m5t ( maximum all[ance limitation = inflation 7#a7 ,9 g5]al ,! ,secret>y ( ,labor %all adju/ ! maximum all[ance limitation "u subsection 7b7 on ! date t is #cj days aft] ! date ( ! enactm5t ( ?is subsection1 & at ! beg9n+ ( ea* fiscal ye> !reaft]1 to reflect ! p]c5tage 7if any7 ( ! increase 9 ! av]age ( ! ,consum] ,price ,index = ! prec$+ #ab-mon? p]iod comp>$ to ! ,consum] ,price ,index = fiscal ye> #bjbj4 7#b7 ,special rules = calculation ( adju/m5t ,9 mak+ an adju/m5t "u p>agraph 7#a71 ! ,secret>y-- 7,a7 %all r\nd ! am\nt ( any increase 9 ! ,consum] ,price ,index to ! ne>e/ doll>2 & 7,b7 may ignore any su* increase ( less ?an #a p]c5t4 7#c7 ,consum] ,price ,index def9$ ,= purposes ( ?is subsection1 ! t]m ,consum] ,price ,index means ! ,consum] ,price ,index = ,all ,urban ,consum]s publi%$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 4 7#b7 ,con=m+ am5dm5ts 7,a7 ,limitations on adm9i/rative exp5ses & employm5t & case managem5t s]vices ,section #bce;,a ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbie;a7 is am5d$ 9 ! matt] prec$+ p>agraph 7#a7 by /rik+ ?r\gh #bch & ins]t+ ?r\gh #bch;,a4 7,b7 ,tra9+ ,section #bcf7;a77#b7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbif7;a77#b77 is am5d$-- 7i7 9 subp>agraph 7,a71 by /rik+ & #bch & ins]t+ #bch1 & #bch;,a2 7ii7 9 subp>agraph 7,b71 by /rik+ & #bch ea* place x appe>s & ins]t+ #bch1 & #bch;,a2 7iii7 9 subp>agraph 7,c77i71 by /rik+ & #bch & ins]t+ #bch1 & #bch;,a2 7iv7 9 subp>agraph 7,c77v71 by /rik+ & #bch & ins]t+ #bch1 & #bch;,a2 & 7v7 9 subp>agraph 7,e71 by /rik+ & #bch ea* place x appe>s & ins]t+ #bch1 & #bch;,a4 7#c7 ,cl]ical am5dm5t ,! table ( cont5ts = ! ,trade ,act ( #aigd is am5d$ by add+ aft] ! item relat+ to section #bch ! foll[+ new item3 ,sec4 #bch;,a4 ,*ild c>e all[ances4 4 #accaaa4 ,agreem5ts ) ,/ates 7a7 ,coord9ation ,section #bci7;f7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcaa7;f77 is am5d$-- 7#a7 by /rik+ 7f7 ,any agreem5t & ins]t+ ! foll[+3 7f7 7#a7 ,any agreem5t 2 & 7#b7 by add+ at ! end ! foll[+3 7#b7 ,9 arrang+ = tra9+ programs to be c>ri$ out "u ?is *apt]1 ea* coop]at+ ,/ate ag5cy %all1 among o!r factors1 take into acc\nt & measure ! progress ( ! ext5t to :i* su* programs-- 7,a7 a*ieve a satisfactory rate ( completion & placem5t 9 jobs t provide a liv+ wage & t increase economic security2 7,b7 assi/ work]s 9 develop+ ! skills1 networks1 & exp]i5ces necess>y to advance along a c>e] pa?2 7,c7 assi/ work]s f und]s]v$ communities to e/abli% a "w hi/ory1 demon/rate success 9 ! workplace1 & develop ! skills t lead to entry into & ret5tion 9 unsubsidiz$ employm5t2 & 7,d7 adequately s]ve individuals :o face ! greate/ b>ri]s to employm5t1 includ+ p ) l[ incomes1 p ( color1 immigrants1 p]sons ) disabilities1 & =m]ly inc>c]at$ individuals4 7#c7 ,ea* coop]at+ ,/ate ag5cy %all facilitate jo9t coop]ation betwe5 tra9+ programs1 repres5tatives ( work]s1 employ]s1 & communities1 especially 9 und]s]v$ rural & urban regions1 to ensure a fair & engag+ workplace t balances ! priorities & well-be+ ( work]s ) ! ne$s ( bus9esses4 7#d7 ,ea* coop]at+ ,/ate ag5cy %all seek1 includ+ ?r\gh agreem5ts & tra9+ programs describ$ 9 ?is subsection1 to ensure ! reemploym5t ( adv]sely affect$ work]s ^u completion ( tra9+ z describ$ 9 section #bcf4 4 7b7 ,adm9i/ration ,section #bci7;g7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcaa7;g77 is am5d$-- 7#a7 by r$esignat+-- 7,a7 p>agraphs 7#a7 ?r\gh 7#d7 z p>agraphs 7#c7 ?r\gh 7#f71 respectively2 & 7,b7 p>agraph 7#e7 z p>agraph 7#h72 7#b7 by ins]t+ be=e p>agraph 7#c7 7z r$esignat$7 ! foll[+3 7#a7 review ea* lay(f ( m ?an #e work]s 9 a firm to det]m9e :e!r trade play$ a role 9 ! lay(f & :e!r work]s 9 su* firm are pot5tially eligible to receive b5efits "u ?is *apt]1 7#b7 p]=m su/a9$ outrea* to firms to facilitate & assi/ ) fil+ petitions "u section #bba & collect+ necess>y support+ in=mation1 2 7#c7 9 p>agraph 7#c7 7z r$esignat$71 by /rik+ :o applies = unemploym5t insurance ( & ins]t+ id5tifi$ "u p>agraph 7#a7 ( unemploym5t insurance b5efits &2 7#d7 9 p>agraph 7#d7 7z r$esignat$71 by ins]t+ & assi/ ) aft] facilitate2 7#e7 9 p>agraph 7#f7 7z r$esignat$71 by /rik+ & at ! end2 7#f7 by ins]t+ aft] p>agraph 7#f7 7z r$esignat$7 ! foll[+3 7#g7 p]=m su/a9$ outrea* to work]s f und]s]v$ communities & to firms t employ a majority or a sub/antial p]c5tage ( work]s f und]s]v$ communities & develop a plan1 9 consultation ) ! ,secret>y1 = address+ common b>ri]s to receiv+ s]vices t su* work]s h fac$1 2 7#g7 9 p>agraph 7#h7 7z r$esignat$71 by /rik+ funds provid$ to c>ry out ?is *apt] are insuffici5t to make su* s]vices available1 make arrangem5ts to make su* s]vices available ?r\gh o!r ,f$]al programs & ins]t+ support s]vices are ne$$ beyond :at ?is *apt] c provide1 make arrangem5ts to coord9ate su* s]vices available ?r\gh o!r ,f$]al programs 2 & 7#h7 by add+ at ! end ! foll[+3 7#i7 develop a /rategy to engage ) local work=ce developm5t in/itutions1 includ+ local community colleges & o!r educational in/itutions1 & 7#aj7 develop a compreh5sive /rategy to provide ag5cy /aff+ to support ! requirem5ts ( p>agraphs 7#a7 ?r\gh 7#i74 4 7c7 ,/aff+ ,section #bci ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcaa7 is am5d$ by /rik+ subsection 7k7 & ins]t+ ! foll[+3 7k7 ,/aff+ ,an agreem5t ent]$ into "u ?is section %all provide t ! coop]at+ ,/ate or coop]at+ ,/ate ag5cy %all require t any individual engag$ 9 functions 7o!r ?an functions t are n inh]5tly gov]nm5tal7 to c>ry out ! trade adju/m5t assi/ance program "u ?is *apt] %all be a ,/ate employee cov]$ by a m]it sy/em ( p]sonnel adm9i/ration4 4 #accaab4 ,reemploym5t trade adju/m5t assi/ance program ,section #bdf7;a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcah7;a77 is am5d$-- 7#a7 9 p>agraph 7#c77;,b77ii71 by /rik+ #ej1jjj & ins]t+ #gj1jjj 7subject to adju/m5t "u p>agraph 7#h772 7#b7 9 p>agraph 7#e77;,b77i71 by /rik+ #aj1jjj & ins]t+ #bj1jjj 7subject to adju/m5t "u p>agraph 7#h772 & 7#c7 by add+ at ! end ! foll[+3 7#h7 ,adju/m5t ( sal>y limitation & total am\nt ( paym5ts = inflation 7,a7 ,9 g5]al ,! ,secret>y ( ,labor %all adju/ ! sal>y limitation "u p>agraph 7#c77;,b77ii7 & ! am\nt "u p>agraph 7#e77;,b77i7 on ! date t is #cj days aft] ! date ( ! enactm5t ( ?is p>agraph1 & at ! beg9n+ ( ea* fiscal ye> !reaft]1 to reflect ! p]c5tage 7if any7 ( ! increase 9 ! av]age ( ! ,consum] ,price ,index = ! prec$+ #ab-mon? p]iod comp>$ to ! ,consum] ,price ,index = fiscal ye> #bjbj4 7,b7 ,special rules = calculation ( adju/m5t ,9 mak+ an adju/m5t "u subp>agraph 7,a71 ! ,secret>y-- 7i7 %all r\nd ! am\nt ( any increase 9 ! ,consum] ,price ,index to ! ne>e/ doll>2 & 7ii7 may ignore any su* increase ( less ?an #a p]c5t4 7,c7 ,consum] ,price ,index def9$ ,= purposes ( ?is p>agraph1 ! t]m ,consum] ,price ,index means ! ,consum] ,price ,index = ,all ,urban ,consum]s publi%$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 4 #accaac4 ,ext5sion ( trade adju/m5t assi/ance to public ag5cy work]s 7a7 ,def9itions ,section #bdg ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcai7 is am5d$-- 7#a7 9 p>agraph 7#c7-- 7,a7 9 ! matt] prec$+ subp>agraph 7,a71 by /rik+ ,! & ins]t+ ,subject to section #bbb7;d77#e71 !2 & 7,b7 9 subp>agraph 7,a71 by /rik+ or s]vice sector firm & ins]t+ 1 s]vice sector firm1 or public ag5cy2 & 7#b7 by add+ at ! end ! foll[+3 7#bj7 ,! t]m public ag5cy means a dep>tm5t or ag5cy ( a ,/ate or local gov]nm5t or ( ! ,f$]al ,gov]nm5t4 4 7b7 ,gr\p eligibility requirem5ts ,section #bbb ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbgb71 z am5d$ by subsections 7b7 & 7c7 ( section #accajb1 is fur!r am5d$-- 7#a7 by r$esignat+ subsections 7c71 7d71 7e71 & 7f7 z subsections 7d71 7e71 7f71 & 7g71 respectively2 7#b7 by ins]t+ aft] subsection 7b7 ! foll[+3 7c7 ,adv]sely affect$ work]s 9 public ag5cies ,a gr\p ( work]s 9 a public ag5cy %all be c]tifi$ by ! ,secret>y z eligible to apply = adju/m5t assi/ance "u ?is *apt] pursuant to a petition fil$ "u section #bba if ! ,secret>y det]m9es t-- 7#a7 a significant numb] or proportion ( ! work]s 9 ! public ag5cy h become totally or p>tially sep>at$1 or are ?reat5$ to become totally or p>tially sep>at$2 7#b7 ! public ag5cy has acquir$ f a =eign c\ntry s]vices l or directly competitive ) s]vices :i* are suppli$ by su* ag5cy2 & 7#c7 ! acquisition ( s]vices describ$ 9 p>agraph 7#b7 contribut$ to su* work]s' sep>ation or ?reat ( sep>ation4 2 7#c7 9 subsection 7d7 7z r$esignat$71 by add+ at ! end ! foll[+3 7#e7 ,ref]5ce to firm ,= purposes ( subsections 7a7 & 7b71 ! t]m firm does n include a public ag5cy4 2 & 7#d7 9 p>agraph 7#b7 ( subsection 7e7 7z r$esignat$71 by /rik+ subsection 7a7 or 7b7 & ins]t+ subsection 7a71 7b71 or 7c74 #accaad4 ,def9itions 7a7 ,ext5sion ( adju/m5t assi/ance = work]s to t]ritories ,section #bdg7g7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcai7g77 is am5d$-- 7#a7 by ins]t+ 1 ,guam1 ! ,virg9 ,isl&s ( ! ,unit$ ,/ates1 ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 aft] ,di/rict ( ,columbia2 & 7#b7 by /rik+ su* ,commonweal?4 & ins]t+ su* t]ritories44 7b7 ,und]s]v$ community ,section #bdg ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcai71 z am5d$ by section #accaac7;a71 is fur!r am5d$ by add+ at ! end ! foll[+3 7#ba7 ,! t]m und]s]v$ community means a community ) populations %>+ a p>ticul> *>act]i/ic t h be5 sy/ematically d5i$ a full opportunity to p>ticipate 9 aspects ( economic1 social1 or civic life1 su* z ,black1 ,lat9o1 & ,indig5\s & ,native ,am]ican p]sons1 ,asian ,am]icans & ,pacific ,isl&]s1 o!r p]sons ( color1 memb]s ( o!r m9ority communities1 p]sons ) disabilities1 p]sons :o live 9 rural areas1 & o!r populations o!rwise adv]sely affect$ by p]si/5t pov]ty or inequality4 4 #accaae4 ,requirem5ts = c]ta9 t]ritories ,section #bdh ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcbj7 is am5d$ by add+ at ! end ! foll[+3 7c7 ,requirem5ts = c]ta9 t]ritories ,! ,secret>y %all e/abli% su* requirem5ts z may be necess>y & appropriate to modify ! requirem5ts ( ?is *apt]1 includ+ requirem5ts relat+ to eligibility = trade readju/m5t all[ances1 to address ! p>ticul> circum/ances ( ,guam1 ,am]ican ,samoa1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s 9 implem5t+ & c>ry+ out ?is *apt]4 4 #accaaf4 ,subpo5a p[] ,section #bdi ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcba7 is am5d$-- 7#a7 9 subsection 7a71 by add+ at ! end ! foll[+3 ,! au?ority "u ! prec$+ s5t5ce includes ! au?ority ( ,/ates to require1 by subpo5a1 a firm to provide in=mation on work]s employ$ by1 or totally or p>tially sep>at$ f1 ! firm t is necess>y to make a det]m9ation "u ?is *apt] or to provide outrea* to work]s1 includ+ ! names & address ( work]s42 & 7#b7 by add+ at ! end ! foll[+3 7c7 ,en=cem5t ( subpo5as by /ates ,a ,/ate may en=ce compliance ) a subpo5a issu$ "u subsection 7a7-- 7#a7 z provid$ = "u ,/ate law2 & 7#b7 by petition+ an appropriate ,unit$ ,/ates di/rict c\rt = an ord] requir+ compliance ) ! subpo5a4 4 #b ,trade adju/m5t assi/ance = firms #accbja4 ,petitions & det]m9ations ,section #bea ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcda7 is am5d$-- 7#a7 9 ! second s5t5ce ( subsection 7a71 by /rik+ ,^u & ins]t+ ,n lat] ?an #ae days aft]2 7#b7 by am5d+ subsection 7c7 to read z foll[s3 7c7 7#a7 ,! ,secret>y %all c]tify a firm 7includ+ any agricultural firm or s]vice sector firm7 z eligible to apply = adju/m5t assi/ance "u ?is *apt] if ! ,secret>y det]m9es-- 7,a7 7i7 t a significant numb] or proportion ( ! work]s 9 su* firm h become totally or p>tially sep>at$1 or are ?reat5$ to become totally or p>tially sep>at$1 or 7ii7 t-- 7,i7 sales or production1 or bo?1 ( ! firm h decreas$ absolutely or fail$ to increase1 7,,ii7 sales or production1 or bo?1 ( an article or s]vice t acc\nt$ = n less ?an #be p]c5t ( ! total sales or production ( ! firm dur+ ! #ab-mon? p]iod prec$+ ! mo/ rec5t #ab-mon? p]iod = :i* data are available h decreas$ absolutely or fail$ to increase1 7,,iii7 sales or production1 or bo?1 ( ! firm dur+ ! mo/ rec5t #ab-mon? p]iod = :i* data are available h decreas$ or fail$ to increase comp>$ to-- 7aa7 ! av]age annual sales or production = ! firm dur+ ! #bd-mon? p]iod prec$+ t #ab-mon? p]iod1 or 7bb7 ! av]age annual sales or production = ! firm dur+ ! #cf-mon? p]iod prec$+ t #ab-mon? p]iod1 or 7,,iv7 sales or production1 or bo?1 ( an article or s]vice t acc\nt$ = n less ?an #be p]c5t ( ! total sales or production ( ! firm dur+ ! mo/ rec5t #ab-mon? p]iod = :i* data are available h decreas$ or fail$ to increase comp>$ to-- 7aa7 ! av]age annual sales or production = ! article or s]vice dur+ ! #bd-mon? p]iod prec$+ t #ab-mon? p]iod1 or 7bb7 ! av]age annual sales or production = ! article or s]vice dur+ ! #cf-mon? p]iod prec$+ t #ab-mon? p]iod1 & 7,b7 7i7 increases ( imports ( articles or s]vices l or directly competitive ) articles :i* are produc$ or s]vices :i* are suppli$ by su* firm contribut$ to su* total or p>tial sep>ation1 or ?reat !re(1 or to su* decl9e or failure to increase 9 sales or production1 or 7ii7 decreases 9 exports ( articles produc$ or s]vices suppli$ by su* firm1 or imports ( articles or s]vices necess>y = ! production ( articles or s]vices suppli$ by su* firm1 contribut$ to su* total or p>tial sep>ation1 or ?reat !re(1 or to su* decl9e 9 sales or production4 7#b7 ,= purposes ( p>agraph 7#a77;,b73 7,a7 ,any firm :i* engages 9 exploration or drill+ = oil or natural gas %all be consid]$ to be a firm produc+ oil or natural gas4 7,b7 ,any firm t engages 9 exploration or drill+ = oil or natural gas1 or o!rwise produces oil or natural gas1 %all be consid]$ to be produc+ articles directly competitive ) imports ( oil & ) imports ( natural gas4 2 & 7#c7 9 subsection 7d7-- 7,a7 by /rik+ ?is section1 & ins]t+ ?is section42 & 7,b7 by /rik+ b 9 any ev5t & all t foll[s & ins]t+ ! foll[+3 ,if ! ,secret>y does n make a det]m9ation ) respect to a petition )9 #ee days aft] ! date on :i* an inve/igation is initiat$ "u subsection 7a7 ) respect to ! petition1 ! ,secret>y %all be deem$ to h c]tifi$ ! firm z eligible to apply = adju/m5t assi/ance "u ?is *apt]44 #accbjb4 ,approval ( adju/m5t proposals ,section #beb ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcdb7 is am5d$-- 7#a7 9 ! second s5t5ce ( subsection 7a71 by add+ at ! end be=e ! p]iod ! foll[+3 & an assessm5t ( ! pot5tial employm5t outcomes ( su* proposal2 7#b7 9 subsection 7b77#a77;,b71 by /rik+ gives adequate consid]ation to & ins]t+ is 92 7#c7 by r$esignat+ subsection 7c7 z subsection 7d72 & 7#d7 by ins]t+ aft] subsection 7b7 ! foll[+3 7c7 ,am\nt ( assi/ance 7#a7 ,9 g5]al ,a firm may receive adju/m5t assi/ance "u ?is *apt] ) respect to ! firm's economic adju/m5t proposal 9 an am\nt n to exce$ #cjj1jjj1 subject to adju/m5t "u p>agraph 7#b7 & ! mat*+ requirem5t "u p>agraph 7#c74 7#b7 ,adju/m5t ( assi/ance limitation = inflation 7,a7 ,9 g5]al ,! ,secret>y ( ,comm]ce %all adju/ ! te*nical assi/ance limitation "u p>agraph 7#a7 on ! date t is #cj days aft] ! date ( ! enactm5t ( ?is p>agraph1 & at ! beg9n+ ( ea* fiscal ye> !reaft]1 to reflect ! p]c5tage 7if any7 ( ! increase 9 ! av]age ( ! ,consum] ,price ,index = ! prec$+ #ab-mon? p]iod comp>$ to ! ,consum] ,price ,index = fiscal ye> #bjbj4 7,b7 ,special rules = calculation ( adju/m5t ,9 mak+ an adju/m5t "u subp>agraph 7,a71 ! ,secret>y-- 7i7 %all r\nd ! am\nt ( any increase 9 ! ,consum] ,price ,index to ! ne>e/ doll>2 & 7ii7 may ignore any su* increase ( less ?an #a p]c5t4 7,c7 ,consum] ,price ,index def9$ ,= purposes ( ?is p>agraph1 ! t]m ,consum] ,price ,index means ! ,consum] ,price ,index = ,all ,urban ,consum]s publi%$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 7#c7 ,mat*+ requirem5t ,a firm may receive adju/m5t assi/ance "u ?is *apt] only if ! firm provides mat*+ funds 9 an am\nt equal to ! am\nt ( adju/m5t assi/ance receiv$ "u p>agraph 7#a74 4 #accbjc4 ,te*nical assi/ance ,section #bec7;a77#c7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcdc7;a77#c77 is am5d$ by add+ at ! end be=e ! p]iod ! foll[+3 1 includ+ assi/ance to provide skills tra9+ programs to employees ( ! firm4 #accbjd4 ,def9itions ,section #bei ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcea7 is am5d$ by add+ at ! end ! foll[+3 7#c7 ,und]s]v$ community ,! t]m und]s]v$ community has ! mean+ giv5 t t]m 9 section #bdg4 4 #accbje4 ,plan = su/a9$ outrea* to pot5tially-eligible firms 7a7 ,9 g5]al ,*apt] #c ( title ,,ii ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcda-bcee7 is am5d$ by add+ at ! end ! foll[+3 #bfc4 ,plan = su/a9$ outrea* to pot5tially-eligible firms 7a7 ,9 g5]al ,! ,secret>y %all develop a plan to provide su/a9$ outrea* to firms t may be eligible = adju/m5t assi/ance "u ?is *apt]4 7b7 ,matt]s to be includ$ ,! plan requir$ by p>agraph 7#a7 %all include ! foll[+3 7#a7 ,outrea* to ! ,unit$ ,/ates ,int]national ,trade ,commission & to su* firms 9 indu/ries ) increas$ imports id5tifi$ 9 ! ,commission's annual report reg>d+ ! op]ation ( ! trade agreem5ts program "u section #afc7;c74 7#b7 ,outrea* to su* firms 9 ! s]vice sector4 7#c7 ,outrea* to su* firms t are small bus9esses4 7#d7 ,outrea* to su* firms t are m9ority- or wom5-own$ firms4 7#e7 ,outrea* to su* firms t employ a majority or a sub/antial p]c5tage ( work]s f und]s]v$ communities4 7c7 ,updates ,! ,secret>y %all update ! plan requir$ "u ?is section on an annual basis4 7d7 ,submission to ,congress ,! ,secret>y %all submit ! plan & ea* update to ! plan requir$ "u ?is section to ,congress4 4 7b7 ,cl]ical am5dm5t ,! table ( cont5ts = ! ,trade ,act ( #aigd is am5d$ by ins]t+ aft] ! item relat+ to section #bfb ! foll[+ new item3 ,sec4 #bfc4 ,plan = su/a9$ outrea* to pot5tially-eligible firms4 4 #c ,trade ,adju/m5t ,assi/ance = ,communities & ,community ,colleges #acccja4 ,trade adju/m5t assi/ance = communities 7a7 ,9 g5]al ,*apt] #d ( title ,,ii ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcga-bcgb7 is am5d$-- 7#a7 by ins]t+ aft] ! *apt] head+ ! foll[+3 ,b ,trade ,adju/m5t ,assi/ance = ,community ,colleges & ,c>e] ,tra9+ 2 & 7#b7 by r$esignat+ sections #bga & #bgb z sections #bgi & #bgi;,a1 respectively2 & 7#c7 by ins]t+ be=e sub*apt] ,b 7z designat$ by p>agraph 7#a77 ! foll[+3 ,a ,trade ,adju/m5t ,assi/ance = ,communities #bga4 ,def9itions ,9 ?is sub*apt]3 7#a7 ,agricultural commodity produc] ,! t]m agricultural commodity produc] has ! mean+ giv5 t t]m 9 section #bia4 7#b7 ,community ,! t]m community means-- 7,a7 a city or o!r political subdivision ( a ,/ate1 includ+ a special purpose unit ( a ,/ate or local gov]nm5t engag$ 9 economic or infra/ructure developm5t activities1 or a consortium ( political subdivisions2 7,b7 an ,economic ,developm5t ,di/rict designat$ by ! ,economic ,developm5t ,adm9i/ration ( ! ,dep>tm5t ( ,comm]ce2 or 7,c7 an ,indian ,tribe4 7#c7 ,eligible community ,! t]m eligible community means a community t is impact$ by trade "u section #bgc7;a77#b7 & is det]m9$ to be eligible = assi/ance "u ?is sub*apt]4 7#d7 ,eligible entity ,! t]m eligible entity means-- 7,a7 an eligible community2 7,b7 an in/itution ( high] education or a consortium ( in/itutions ( high] education2 or 7,c7 a public or private nonpr(it organization or association act+ 9 coop]ation ) (ficials ( a political subdivision ( a ,/ate4 7#e7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,comm]ce4 7#f7 ,und]s]v$ community ,! t]m und]s]v$ community has ! mean+ giv5 t t]m 9 section #bdg4 #bgb4 ,e/abli%m5t ( trade adju/m5t assi/ance = communities program ,! ,secret>y1 act+ ?r\gh ! ,assi/ant ,secret>y = ,economic ,developm5t1 %all1 n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is sub*apt]1 e/abli% a program to provide communities impact$ by trade ) assi/ance 9 accordance ) ! requirem5ts ( ?is sub*apt]4 #bgc4 ,eligibility2 notification ( eligibility 7a7 ,eligibility 7#a7 ,9 g5]al ,a community %all be eligible = assi/ance "u ?is sub*apt] if ! community is a community impact$ by trade "u p>agraph 7#b74 7#b7 ,community impact$ by trade ,a community is impact$ by trade if x meets ea* ( ! foll[+ requirem5ts3 7,a7 ,"o or m ( ! foll[+ c]tifications are made ) respect to ! community3 7i7 ,by ! ,secret>y ( ,labor1 t a gr\p ( work]s locat$ 9 ! community is eligible to apply = assi/ance "u section #bbc4 7ii7 ,by ! ,secret>y ( ,comm]ce1 t a firm locat$ 9 ! community is eligible to apply = adju/m5t assi/ance "u section #bea4 7iii7 ,by ! ,secret>y ( ,agriculture1 t a gr\p ( agricultural commodity produc]s locat$ 9 ! community is eligible to apply = adju/m5t assi/ance "u section #bic4 7,b7 ,! community-- 7i7 applies = assi/ance n lat] ?an #ahj days aft] ! date on :i* ! mo/ rec5t c]tification describ$ 9 subp>agraph 7,a7 is made2 or 7ii7 9 ! case ( a community ) respect to :i* "o or m su* c]tifications 7 made on or aft] ,janu>y #a1 #aiid1 & be=e ! date ( ! enactm5t ( ?is sub*apt]1 applies = assi/ance n lat] ?an ,septemb] #cj1 #bjbd4 7,c7 ,! community-- 7i7 has a p] capita income ( #hj p]c5t or less ( ! national av]age2 7ii7 has a hi/ory ( economic di/ress & long-t]m unemploym5t1 z det]m9$ by ! ,secret>y2 or 7iii7 is significantly affect$ by a loss (1 or ?reat to1 ! jobs associat$ ) any c]tification describ$ 9 subp>agraph 7,a71 or ! community is und]go+ transition ( its economic base z a result ( *ang+ trade patt]ns1 z det]m9$ by ! ,secret>y4 7b7 ,notification ( eligibility ,if "o or m c]tifications describ$ 9 subsection 7a77#b77;,a7 are made ) respect to a community1 ! applicable ,secret>y ) respect to su* c]tification %all concurr5tly notify ! ,gov]nor ( ! ,/ate 9 :i* ! community is locat$ ( ! ability ( ! community to apply = assi/ance "u ?is section4 #bgd4 ,grants to eligible communities 7a7 ,9 g5]al ,! ,secret>y may-- 7#a7 ^u ! application ( an eligible community1 aw>d a grant "u ?is section to ! community to assi/ 9 develop+ or updat+ a /rategic plan t meets ! requirem5ts ( section #bge2 or 7#b7 ^u ! application ( an eligible entity1 aw>d an implem5tation grant "u ?is section to ! entity to assi/ 9 implem5t+ projects includ$ 9 a /rategic plan t meets ! requirem5ts ( section #bge4 7b7 ,special provisions 7#a7 ,revolv+ loan fund grants 7,a7 ,9 g5]al ,! ,secret>y %all ma9ta9 ! prop] op]ation & f9ancial integrity ( revolv+ loan funds e/abli%$ by eligible entities ) assi/ance "u ?is section4 7,b7 ,effici5t adm9i/ration ,! ,secret>y may-- 7i7 at ! reque/ ( an eligible entity1 am5d & consolidate grant agreem5ts gov]n+ revolv+ loan funds to provide flexibility ) respect to l5d+ areas & borr[] crit]ia2 & 7ii7 assign or transf] assets ( a revolv+ loan fund to ?ird p>ty = ! purpose ( liquidation1 & ! ?ird p>ty may reta9 assets ( ! fund to defray co/s relat$ to liquidation4 7,c7 ,treatm5t ( actions ,an action tak5 by ! ,secret>y "u ?is subsection ) respect to a revolv+ loan fund %all n con/itute a new obligation if all grant funds associat$ ) ! orig9al grant aw>d h be5 disburs$ to ! recipi5t4 7#b7 ,use ( funds 9 projects con/ruct$ "u project co/ 7,a7 ,9 g5]al ,9 ! case ( a grant = a con/ruction project "u ?is section1 if ! ,secret>y det]m9es1 be=e close\t ( ! project1 t ! co/ ( ! project1 bas$ on ! designs & specifications t 7 ! basis ( ! grant1 has decreas$ because ( decreases 9 co/s1 ! ,secret>y may approve ! use ( ! excess funds 7or a portion ( ! excess funds7 to improve ! project4 7,b7 ,o!r uses ( excess funds ,any am\nt ( excess funds rema9+ aft] application ( subp>agraph 7,a7 may be us$ by ! ,secret>y = provid+ assi/ance "u ?is section4 7c7 ,coord9ation ,if an eligible in/itution 7z su* t]m is def9$ 9 section #bgi7 locat$ 9 an eligible community is seek+ a grant "u section #bgi at ! same "t ! community is seek+ an implem5tation grant "u subsection 7a7-- 7#a7 ! ,secret>y1 ^u receipt ( su* in=mation f ! ,secret>y ( ,labor z requir$ "u section #bgi7;e71 %all notify ! community t ! in/itution is seek+ a grant "u section #bgi2 & 7#b7 ! community %all provide to ! ,secret>y1 9 coord9ation ) ! in/itution1 a description ( h[ ! community w integrate projects includ$ 9 ! /rategic plan ) ! specific project = :i* ! in/itution submits ! grant proposal "u section #bgi4 7d7 ,limitation ,! total am\nt ( grants aw>d$ ) respect to an eligible community "u ?is section = fiscal ye>s #bjbb ?r\gh #bjbe may n exce$ #be1jjj1jjj4 7e7 ,priority ,! ,secret>y %all1 9 aw>d+ grants "u ?is section1 provide high] levels ( fund+ ) respect to eligible communities t h a hi/ory ( economic di/ress & long-t]m unemploym5t1 z det]m9$ by ! ,secret>y4 7f7 ,geographic div]sity 7#a7 ,9 g5]al ,! ,secret>y %all1 9 aw>d+ grants "u ?is section1 ensure t grants are aw>d$ ) respect to eligible communities f geographically div]se areas4 7#b7 ,geographic region requirem5t ,! ,secret>y %all1 9 meet+ ! requirem5t "u p>agraph 7#a71 aw>d a grant "u ?is section = ea* ( ! fiscal ye>s #bjbb ?r\gh #bjbe to at lea/ "o eligible community locat$ 9 ea* geographic region = :i* regional (fices ( ! ,economic ,developm5t ,adm9i/ration ( ! ,dep>tm5t ( ,comm]ce are responsible1 to ! ext5t t ! ,secret>y receives an application f at lea/ "o eligible community 9 ea* su* geographic region4 7g7 ,te*nical assi/ance ,! ,secret>y %all provide te*nical assi/ance = communities-- 7#a7 to id5tify significant imp$im5ts to economic developm5t t result f ! impact ( trade on ! community1 includ+ 9 ! c\rse ( develop+ a /rategic plan "u section #bge2 & 7#b7 to access assi/ance "u o!r available s\rces1 includ+ ,/ate1 local1 or private s\rces1 to implem5t projects t div]sify & /r5g!n ! economy 9 ! community4 #bge4 ,/rategic plans 7a7 ,9 g5]al ,a /rategic plan meets ! requirem5ts ( ?is section if-- 7#a7 ! consultation requirem5ts ( subsection 7b7 are met ) respect to ! developm5t ( ! plan2 7#b7 ! plan meets ! requirem5ts ( subsection 7c72 & 7#c7 ! plan is approv$ 9 accordance ) ! requirem5ts ( subsection 7d74 7b7 ,consultation 7#a7 ,9 g5]al ,to ! ext5t practicable1 an eligible community %all consult ) ! entities describ$ 9 p>agraph 7#b7 9 develop+ ! /rategic plan4 7#b7 ,entities describ$ ,! entities describ$ 9 ?is p>agraph are public & private entities locat$ 9 or s]v+ ! eligible community1 includ+-- 7,a7 local1 c\nty1 or ,/ate gov]nm5t ag5cies2 7,b7 firms1 includ+ small- & m$ium-siz$ firms2 7,c7 local work=ce inve/m5t bo>ds2 7,d7 labor organizations1 includ+ ,/ate labor f$]ations & labor-managem5t initiatives1 repres5t+ work]s 9 ! community2 7,e7 educational in/itutions1 local educational ag5cies1 & o!r tra9+ provid]s2 & 7,f7 local civil rights organizations & community-bas$ organizations1 includ+ organizations repres5t+ und]s]v$ communities4 7c7 ,cont5ts ,! /rategic plan may conta91 z applicable to ! community1 ! foll[+3 7#a7 ,a description & analysis ( ! capacity ( ! eligible community to a*ieve economic adju/m5t to ! impact ( trade4 7#b7 ,an analysis ( ! economic developm5t *all5ges & opportunities fac+ ! community1 includ+ ! /r5g?s & weaknesses ( ! economy ( ! community4 7#c7 ,an assessm5t (-- 7,a7 ! commitm5t ( ! community to c>ry out ! /rategic plan on a long-t]m basis2 7,b7 ! p>ticipation & input ( memb]s ( ! community :o are dislocat$ f employm5t due to ! impact ( trade2 & 7,c7 ! ext5t to :i* und]s]v$ communities h be5 impact$ by trade4 7#d7 ,a description ( h[ und]s]v$ communities w b5efit f ! /rategic plan4 7#e7 ,a description ( ! role ( ! entities describ$ 9 subsection 7b77#b7 9 develop+ ! /rategic plan4 7#f7 ,a description ( projects "u ! /rategic plan to facilitate ! community's economic adju/m5t to ! impact ( trade1 includ+ projects to-- 7,a7 develop public facilities1 public s]vices1 jobs1 & bus9esses 7includ+ e/abli%+ a revolv+ loan fund72 7,b7 provide = plann+ & te*nical assi/ance2 7,c7 provide = tra9+2 7,d7 provide = ! demolition ( vacant or ab&on$ comm]cial1 indu/rial1 or resid5tial prop]ty2 7,e7 r$evelop br[nfields2 7,f7 e/abli% or support l& banks2 7,g7 support en]gy cons]vation2 & 7,h7 support hi/oric pres]vation4 7#g7 ,a /rategy = cont9u+ ! community's economic adju/m5t to ! impact ( trade aft] ! completion ( su* projects4 7#h7 ,a description ( ! educational & tra9+ programs & ! pot5tial employm5t opportunities available to work]s 9 ! community1 includ+ = work]s "u ! age ( #be1 & ! future employm5t ne$s ( ! community4 7#i7 ,an assessm5t (-- 7,a7 ! co/ ( implem5t+ ! /rategic plan2 & 7,b7 ! tim+ ( fund+ requir$ by ! community to implem5t ! /rategic plan4 7#aj7 ,a description ( ! me?ods ( f9anc+ to be us$ to implem5t ! /rategic plan1 includ+-- 7,a7 an implem5tation grant receiv$ "u section #bgd or "u o!r au?orities2 7,b7 a loan1 includ+ ! e/abli%m5t ( a revolv+ loan fund2 or 7,c7 o!r types ( f9anc+4 7#aa7 ,an assessm5t ( h[ ! community w address unemploym5t among agricultural commodity produc]s1 if applicable4 7d7 ,approval2 ,,c$s equival5t 7#a7 ,approval ,! ,secret>y %all approve ! /rategic plan develop$ by an eligible community "u ?is section if ! ,secret>y det]m9es t ! /rategic plan meets ! requirem5ts ( ?is section4 7#b7 ,,c$s or equival5t ,! ,secret>y may deem an eligible community's ,compreh5sive ,economic ,developm5t ,/rategy t sub/antially meets ! requirem5ts ( ?is section to be an approv$ /rategic plan = purposes ( ?is sub*apt]4 7e7 ,allocation ,( ! funds appropriat$ to c>ry out ?is *apt] = ea* ( ! fiscal ye>s #bjbb ?r\gh #bjbe1 ! ,secret>y may make available n m ?an #ej1jjj1jjj to aw>d grants "u section #bgd7;a77#a74 #bgf4 ,g5]al provisions 7a7 ,regulations 7#a7 ,9 g5]al ,! ,secret>y %all1 subject to p>agraph 7#c71 promulgate su* regulations z may be necess>y to c>ry out ?is sub*apt]1 includ+ ) respect to-- 7,a7 adm9i/]+ ! aw>d+ ( grants "u section #bgd1 includ+ e/abli%+ guidel9es = ! submission & evaluation ( grant applications "u su* section2 & 7,b7 e/abli%+ guidel9es = ! evaluation ( /rategic plans develop$ to meet ! requirem5ts ( section #bge4 7#b7 ,consultations ,! ,secret>y %all consult ) ! ,committee on ,ways & ,means ( ! ,h\se ( ,repres5tatives & ! ,committee on ,f9ance ( ! ,s5ate n lat] ?an #ij days prior to promulgat+ any f9al rule or regulation "u ?is subsection4 7#c7 ,relation%ip to exi/+ regulations ,! ,secret>y1 to ! maximum ext5t practicable1 %all-- 7,a7 rely on & apply regulations promulgat$ to c>ry out o!r economic developm5t programs ( ! ,dep>tm5t ( ,comm]ce 9 c>ry+ out ?is sub*apt]2 & 7,b7 provide guidance reg>d+ ! mann] & ext5t to :i* su* o!r economic developm5t programs relate to ?is sub*apt]4 7b7 ,res\rces ,! ,secret>y %all allocate su* res\rces z may be necess>y to provide suffici5tly individualiz$ assi/ance to ea* eligible community t receives a grant "u section #bgd7;a7 or seeks te*nical assi/ance "u section #bgd7;g7 to develop & implem5t a /rategic plan t meets ! requirem5ts ( section #bge4 4 7b7 ,cl]ical am5dm5t ,! table ( cont5ts = ! ,trade ,act ( #aigd is am5d$ by /rik+ ! items relat+ to *apt] #d ( title ,,ii & ins]t+ ! foll[+3 ,*apt] #d--,trade adju/m5t assi/ance = communities,subchapter ,a--,trade adju/m5t assi/ance = communities,sec4 #bga4 ,def9itions4,sec4 #bgb4 ,e/abli%m5t ( trade adju/m5t assi/ance = communities program4,sec4 #bgc4 ,eligibility2 notification ( eligibility4,sec4 #bgd4 ,grants to eligible communities4,sec4 #bge4 ,/rategic plans4,sec4 #bgf4 ,g5]al provisions4,sub*apt] ,b--,community ,college & ,c>e] ,tra9+ ,grant ,program,sec4 #bgi4 ,community ,college & ,c>e] ,tra9+ ,grant ,program4,sec4 #bgi;,a4 ,au?orization ( appropriations4 4 #acccjb4 ,trade adju/m5t assi/ance = community colleges & c>e] tra9+ ,section #bgi ( ! ,trade ,act ( #aigd1 z r$esignat$ by section #acccja7;a77#b71 is am5d$ z foll[s3 7#a7 ,9 subsection 7a7-- 7,a7 9 p>agraph 7#a71 by /rik+ eligible in/itutions & ins]t+ eligible entities2 & 7,b7 9 p>agraph 7#b7-- 7i7 9 ! matt] prec$+ subp>agraph 7,a71 by /rik+ eligible in/itution & ins]t+ eligible entity2 & 7ii7 9 subp>agraph 7,b7-- 7,i7 by /rik+ #a1jjj1jjj & ins]t+ #b1ejj1jjj2 7,,ii7 by /rik+ 7,b7 & ins]t+ 7,b77i7 9 ! case ( an eligible in/itution12 7,,iii7 by /rik+ ! p]iod at ! end & ins]t+ 2 or2 & 7,,iv7 by add+ at ! end ! foll[+3 7ii7 9 ! case ( a consortium ( eligible in/itutions1 a grant "u ?is section 9 excess ( #ae1jjj1jjj4 4 7#b7 ,9 subsection 7b71 by add+ at ! end ! foll[+3 7#c7 ,eligible entity ,! t]m eligible entity means an eligible in/itution or a consortium ( eligible in/itutions4 7#d7 ,und]s]v$ community ,! t]m und]s]v$ community has ! mean+ giv5 t t]m 9 section #bdg4 4 7#c7 ,9 subsection 7c7-- 7,a7 by /rik+ eligible in/itution ea* place x appe>s & ins]t+ eligible entity2 & 7,b7 9 p>agraph 7#e77;,a77i7-- 7i7 9 subclause 7,i71 by /rik+ & at ! end2 & 7ii7 by add+ at ! end ! foll[+3 7,,iii7 any opportunities to support indu/ry or sector p>tn]%ips to develop or exp& quality academic programs & curricula2 & 4 7#d7 ,9 subsection 7d71 by /rik+ eligible in/itution ea* place x appe>s & ins]t+ eligible entity4 7#e7 ,by r$esignat+ subsection 7e7 z subsection 7h7 & ins]t+ aft] subsection 7d7 ! foll[+3 7e7 ,use ( funds 7#a7 ,9 g5]al ,an eligible entity %all use a grant aw>d$ "u ?is section to e/abli% & scale c>e] tra9+ programs1 includ+ c>e] & te*nical education programs1 & c>e] pa?ways & supports = /ud5ts p>ticipat+ 9 su* programs4 7#b7 ,/ud5t support & em]g5cy s]vices ,n less ?an #ae p]c5t ( ! am\nt ( a grant aw>d$ to an eligible entity "u ?is section %all be us$ to c>ry out /ud5t support s]vices1 :i* may include ! foll[+3 7,a7 ,supportive s]vices1 includ+ *ildc>e1 transportation1 m5tal heal? s]vices1 sub/ance use disord] prev5tion & treatm5t1 assi/ance 9 obta9+ heal? insurance cov]age1 h\s+1 & o!r b5efits1 z appropriate4 7,b7 ,connect+ /ud5ts to ,/ate or ,f$]al means-te/$ b5efits programs4 7,c7 ,! provision ( direct f9ancial assi/ance to help /ud5ts fac+ f9ancial h>d%ips t may impact enrollm5t 9 or completion ( a program support$ by su* funds4 7,d7 ,navigation1 coa*+1 m5tor%ip1 & case managem5t s]vices1 includ+ provid+ in=mation & outrea* to ! population describ$ 9 subp>agraph 7,c7 to take "p 9 su* a program4 7,e7 ,provid+ access to necess>y supplies1 mat]ials1 te*nological devices1 or requir$ equipm5t1 & o!r supports necess>y to p>ticipate 9 su* a program4 7f7 ,plan = outrea* to und]s]v$ communities 7#a7 ,9 g5]al ,9 aw>d+ grants "u ?is section1 ! ,secret>y %all-- 7,a7 ensure t eligible in/itutions effectively s]ve individuals f und]s]v$ communities2 & 7,b7 develop a plan to ensure t grants provid$ "u ?is sub*apt] effectively s]ve individuals f und]s]v$ communities4 7#b7 ,updates ,! ,secret>y %all update ! plan requir$ by p>agraph 7#a77;,b7 on an annual basis4 7#c7 ,submission to ,congress ,! ,secret>y %all submit ! plan requir$ by p>agraph 7#a77;,b7 & ea* update to ! plan requir$ by p>agraph 7#b7 to ,congress4 7g7 ,geographic div]sity ,! ,secret>y %all1 9 aw>d+ grants "u ?is section1 ensure t grants are aw>d$ ) respect to eligible entities f geographically div]se areas4 4 #d ,trade adju/m5t assi/ance = f>m]s #accdja4 ,def9itions ,section #bia ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bdja7 is am5d$-- 7#a7 by /rik+ p>agraph 7#c72 7#b7 by r$esignat+ p>agraphs 7#d7 ?r\gh 7#g7 z p>agraphs 7#c7 ?r\gh 7#f71 respectively2 & 7#c7 by add+ at ! end ! foll[+3 7#g7 ,und]s]v$ community ,! t]m und]s]v$ community has ! mean+ giv5 t t]m 9 section #bdg4 4 #accdjb4 ,gr\p eligibility requirem5ts ,section #bib ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bdja;a7 is am5d$-- 7#a7 9 subsection 7c7-- 7,a7 9 p>agraph 7#a7-- 7i7 by /rik+ #he p]c5t ( ea* place x appe>s2 & 7ii7 9 subp>agraph 7,d71 by add+ & at ! end2 7,b7 9 p>agraph 7#b71 by /rik+ 7#b7 & ins]t+ 7#b77;,a77i72 7,c7 by r$esignat+ p>agraph 7#c7 z clause 7ii7 ( p>agraph 7#b77;,a7 7z designat$ by subp>agraph 7,b772 7,d7 9 clause 7ii7 ( p>agraph 7#b77;,a7 7z r$esignat$ by subp>agraph 7,c77-- 7i7 by /rik+ importantly2 & 7ii7 by /rik+ ! p]iod at ! end & ins]t+ 2 or 2 & 7,e7 9 p>agraph 7#b71 by add+ at ! end ! foll[+3 7,b7 7i7 ! volume ( exports ( ! agricultural commodity produc$ by ! gr\p 9 ! m>ket+ ye> ) respect to :i* ! gr\p files ! petition decreas$ comp>$ to ! av]age volume ( su* exports dur+ ! #c m>ket+ ye>s prec$+ su* m>ket+ ye>2 & 7ii7 ! decrease 9 su* exports contribut$ to ! decrease 9 ! national av]age price1 quantity ( production1 or value ( production (1 or ca% receipts =1 ! agricultural commodity1 z describ$ 9 p>agraph 7#a74 2 & 7#b7 9 subsection 7e77#c71 by add+ at ! end be=e ! p]iod ! foll[+3 or exports4 #accdjc4 ,b5efit in=mation to agricultural commodity produc]s ,section #bie7;a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bdja;d7a77 is am5d$ by add+ at ! end ! foll[+3 ,! ,secret>y %all develop a plan to conduct t>get$ su/a9$ outrea* & (f] assi/ance to agricultural commodity produc]s f und]s]v$ communities4 #accdjd4 ,qualify+ requirem5ts & b5efits = agricultural commodity produc]s ,section #bif ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bdja;e7 is am5d$-- 7#a7 9 subsection 7a77#a77;,a71 by /rik+ #ij days & ins]t+ #abj days2 7#b7 9 subsection 7b7-- 7,a7 9 p>agraph 7#c77;,b71 by /rik+ #d1jjj & ins]t+ #ab1jjj2 & 7,b7 9 p>agraph 7#d77;,c71 by /rik+ #h1jjj & ins]t+ #bd1jjj2 7#c7 9 subsection 7c71 by /rik+ #ab1jjj & ins]t+ #cf1jjj2 & 7#d7 by add+ at ! end ! foll[+ new subsection3 7e7 ,adju/m5ts = inflation 7#a7 ,9 g5]al ,! ,secret>y ( ,agriculture %all adju/ ea* doll> am\nt limitation describ$ 9 ?is section on ! date t is #cj days aft] ! date ( ! enactm5t ( ?is subsection1 & at ! beg9n+ ( ea* fiscal ye> !reaft]1 to reflect ! p]c5tage 7if any7 ( ! increase 9 ! av]age ( ! ,consum] ,price ,index = ! prec$+ #ab-mon? p]iod comp>$ to ! ,consum] ,price ,index = fiscal ye> #bjbj4 7#b7 ,special rules = calculation ( adju/m5t ,9 mak+ an adju/m5t "u p>agraph 7#a71 ! ,secret>y-- 7,a7 %all r\nd ! am\nt ( any increase 9 ! ,consum] ,price ,index to ! ne>e/ doll>2 & 7,b7 may ignore any su* increase ( less ?an #a p]c5t4 7#c7 ,consum] ,price ,index def9$ ,= purposes ( ?is subsection1 ! t]m ,consum] ,price ,index means ! ,consum] ,price ,index = ,all ,urban ,consum]s publi%$ by ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 4 #e ,appropriations & o!r matt]s #acceja4 ,ext5sion ( & appropriations = trade adju/m5t assi/ance program 7a7 ,ext5sion ( t]m9ation provisions ,section #bhe ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbga note7 is am5d$ by /rik+ #bjba ea* place x appe>s & ins]t+ #bjbe4 7b7 ,tra9+ funds ,section #bcf7;a77#b77;,a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbif7;a77#b77;,a77 1 z am5d$ by section #accaaj7;c77#b77;,b71 is fur!r am5d$-- 7#a7 by /rik+ %all n exce$ #dej1jjj1jjj & ins]t+ ! foll[+3 %all n exce$-- 7i7 #dej1jjj1jjj 2 7#b7 by /rik+ ! p]iod at ! end & ins]t+ 2 &2 & 7#c7 by add+ at ! end ! foll[+3 7ii7 #a1jjj1jjj1jjj = ea* ( ! fiscal ye>s #bjbb ?r\gh #bjbe4 4 7c7 ,reemploym5t trade adju/m5t assi/ance ,section #bdf7;b77#a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcah7;b77#a77 is am5d$ by /rik+ #bjba & ins]t+ #bjbe4 7d7 ,au?orizations ( appropriations 7#a7 ,trade adju/m5t assi/ance = work]s ,section #bde ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcag7 is am5d$-- 7,a7 9 subsection 7a71 by /rik+ #bjba & ins]t+ #bjbe2 & 7,b7 by add+ at ! end ! foll[+3 7d7 ,res]vation by ! ,secret>y ,( ! funds appropriat$ to c>ry out ?is *apt] = any fiscal ye>1 ! ,secret>y ( ,labor may res]ve n m ?an #a p]c5t = adm9i/ration ( ! program 79 addition to am\nts o!rwise available = su* purposes71 te*nical assi/ance1 grants = pilots & demon/rations1 & ! evaluation ( activities c>ri$ out "u ?is *apt]4 4 7#b7 ,trade adju/m5t assi/ance = firms ,section #bee7;a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcde7;a77 is am5d$ 9 ! fir/ s5t5ce by add+ at ! end be=e ! p]iod ! foll[+3 & #ej1jjj1jjj = ea* ( ! fiscal ye>s #bjbb ?r\gh #bjbe4 7#c7 ,trade adju/m5t assi/ance = community colleges & c>e] tra9+ ,subsection 7a7 ( section #bgi;,a ( ! ,trade ,act ( #aigd 7z r$esignat$7 is am5d$ by /rik+ #dj1jjj1jjj & all t foll[s ?r\gh ,decemb] #ca1 #bjaj1 & ins]t+ #cjj1jjj1jjj = ea* ( ! fiscal ye>s #bjbb ?r\gh #bjbe4 7#d7 ,trade adju/m5t assi/ance = f>m]s ,section #bih ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bdja;g7a77 is am5d$-- 7,a7 9 subsection 7a7-- 7i7 by /rik+ #ij1jjj1jjj & ins]t+ #aj1jjj1jjj2 & 7ii7 by /rik+ #bjba & ins]t+ #bjbe2 & 7,b7 by add+ at ! end ! foll[+3 7c7 ,res]vation by ! ,secret>y ,( ! funds appropriat$ to c>ry out ?is *apt] = any fiscal ye>1 ! ,secret>y ( ,agriculture may n res]ve m ?an #e p]c5t = te*nical assi/ance1 pilots & demon/rations1 & ! evaluation ( activities c>ri$ out "u ?is *apt]4 4 7e7 ,appropriations 7#a7 ,trade adju/m5t assi/ance = work]s ,9 addition to am\nts o!rwise available1 !re is appropriat$ = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out ! purposes ( *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd1 z au?oriz$ by section #bde ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcag7 7z am5d$ by subsection 7d774 7#b7 ,trade adju/m5t assi/ance = firms ,9 addition to am\nts o!rwise available1 !re is appropriat$ = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out ! provisions ( *apt] #c ( title ,,ii ( ! ,trade ,act ( #aigd1 z au?oriz$ by section #bee ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bcde7 7z am5d$ by subsection 7d774 7#c7 ,trade adju/m5t assi/ance = communities 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cjj1jjj1jjj1 to rema9 available = obligation until ,septemb] #cj1 #bjbf1 to c>ry out sub*apt] ,a ( *apt] #d ( title ,,ii ( ! ,trade ,act ( #aigd1 z add$ by section #acccja ( ?is ,act4 7,b7 ,sal>ies & exp5ses ,( ! am\nts appropriat$ pursuant subp>agraph 7,a7 = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe1 n m ?an #dj1jjj1jjj %all be made available = ! sal>ies & exp5ses ( p]sonnel adm9i/]+ sub*apt] ,a ( *apt] #d ( title ,,ii ( ! ,trade ,act ( #aigd4 7,c7 ,supplem5t & n supplant ,am\nts appropriat$ pursuant to subp>agraph 7,a7 = ea* ( ! fiscal ye>s #bjbb ?r\gh #bjbe %all be us$ to supplem5t1 & n supplant1 o!r ,f$]al1 ,/ate1 regional1 & local gov]nm5t funds made available to provide economic developm5t assi/ance = communities4 7#d7 ,trade adju/m5t assi/ance = community colleges & c>e] tra9+ 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cjj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out sub*apt] ,b ( *apt] #d ( title ,,ii ( ! ,trade ,act ( #aigd1 z designat$ by section #accja ( ?is ,act1 z au?oriz$ by section #bgi;,a ( su* sub*apt] ,b 7z r$esignat$ & z am5d$ by subsection 7d774 7,b7 ,res]vation by ! ,secret>y ,( ! funds appropriat$ to c>ry out sub*apt] ,b ( *apt] #d ( title ,,ii ( ! ,trade ,act ( #aigd = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe1 ! ,secret>y ( ,labor may res]ve n m ?an #e p]c5t = adm9i/ration ( ! program1 includ+ provid+ te*nical assi/ance1 su/a9$ outrea* to eligible in/itutions effectively s]v+ und]s]v$ communities1 grants = pilots & demon/rations1 & a rigor\s ?ird-p>ty evaluation ( ! program c>ri$ out "u su* sub*apt]4 7#e7 ,trade adju/m5t assi/ance = f>m]s ,9 addition to am\nts o!rwise available1 !re is appropriat$ = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out ! purposes ( *apt] #f ( title ,,ii ( ! ,trade ,act ( #aigd1 z au?oriz$ by section #bih ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bdja7 7z am5d$ by subsection 7d774 #accejb4 ,applicability ( trade adju/m5t assi/ance provisions 7a7 ,work]s c]tifi$ be=e date ( enactm5t 7#a7 ,9 g5]al ,except z provid$ 9 p>agraphs 7#b7 & 7#c71 a work] c]tifi$ z eligible = adju/m5t assi/ance "u section #bbb ( ! ,trade ,act ( #aigd be=e ! date ( ! enactm5t ( ?is ,act %all be eligible1 on & aft] su* date ( enactm5t1 to receive b5efits only "u ! provisions ( *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd1 z 9 effect on su* date ( enactm5t1 or z su* provisions may be am5d$ aft] su* date ( enactm5t4 7#b7 ,computation ( maximum b5efits ,b5efits receiv$ by a work] describ$ 9 p>agraph 7#a7 "u *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd be=e ! date ( ! enactm5t ( ?is ,act %all be includ$ 9 any det]m9ation ( ! maximum b5efits = :i* ! work] is eligible "u ! provisions ( *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd1 z 9 effect on ! date ( ! enactm5t ( ?is ,act1 or z su* provisions may be am5d$ aft] su* date ( enactm5t4 7#c7 ,au?ority to make adju/m5ts to b5efits ,= ! #ij-;day p]iod beg9n+ on ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y is au?oriz$ to make any adju/m5ts to b5efits to work]s describ$ 9 p>agraph 7#a7 t ! ,secret>y det]m9es to be necess>y & appropriate 9 apply+ & adm9i/]+ ! provisions ( *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd1 z 9 effect on ! date ( ! enactm5t ( ?is ,act1 or z su* provisions may be am5d$ aft] su* date ( enactm5t1 9 a mann] t ensures p>ity ( treatm5t betwe5 ! b5efits ( su* work]s & ! b5efits ( work]s c]tifi$ aft] su* date ( enactm5t4 7b7 ,work]s n c]tifi$ pursuant to c]ta9 petitions fil$ be=e date ( enactm5t 7#a7 ,c]tifications ( work]s n c]tifi$ be=e date ( enactm5t 7,a7 ,crit]ia if a det]m9ation has n be5 made ,if1 z ( ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y ( ,labor has n made a det]m9ation ) respect to :e!r to c]tify a gr\p ( work]s z eligible to apply = adju/m5t assi/ance "u section #bbb ( ! ,trade ,act ( #aigd pursuant to a petition describ$ 9 subp>agraph 7,c71 ! ,secret>y %all make t det]m9ation bas$ on ! requirem5ts ( section #bbb ( ! ,trade ,act ( #aigd1 z 9 effect on su* date ( enactm5t4 7,b7 ,reconsid]ation ( d5ials ( c]tifications ,if1 be=e ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y made a det]m9ation n to c]tify a gr\p ( work]s z eligible to apply = adju/m5t assi/ance "u section #bbb ( ! ,trade ,act ( #aigd pursuant to a petition describ$ 9 subp>agraph 7,c71 ! ,secret>y %all-- 7i7 reconsid] t det]m9ation2 & 7ii7 if ! gr\p ( work]s meets ! requirem5ts ( section #bbb ( ! ,trade ,act ( #aigd1 z 9 effect on su* date ( enactm5t1 c]tify ! gr\p ( work]s z eligible to apply = adju/m5t assi/ance4 7,c7 ,petition describ$ ,a petition describ$ 9 ?is subp>agraph is a petition = a c]tification ( eligibility = a gr\p ( work]s fil$ "u section #bba ( ! ,trade ,act ( #aigd on or aft] ,janu>y #a1 #bjba1 & be=e ! date ( ! enactm5t ( ?is ,act4 7#b7 ,eligibility = b5efits 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 a work] c]tifi$ z eligible to apply = adju/m5t assi/ance "u section #bbb ( ! ,trade ,act ( #aigd pursuant to a petition describ$ 9 p>agraph 7#a77;,c7 %all be eligible1 on & aft] ! date ( ! enactm5t ( ?is ,act1 to receive b5efits only "u ! provisions ( *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd1 z 9 effect on su* date ( enactm5t1 or z su* provisions may be am5d$ aft] su* date ( enactm5t4 7,b7 ,computation ( maximum b5efits ,b5efits receiv$ by a work] describ$ 9 p>agraph 7#a7 "u *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd be=e ! date ( ! enactm5t ( ?is ,act %all be includ$ 9 any det]m9ation ( ! maximum b5efits = :i* ! work] is eligible "u ! provisions ( *apt] #b ( title ,,ii ( ! ,trade ,act ( #aigd1 z 9 effect on ! date ( ! enactm5t ( ?is ,act1 or z su* provisions may be am5d$ aft] su* date ( enactm5t4 7c7 ,con=m+ am5dm5ts 7#a7 ,trade ,act ( #bjjb ,section #aea ( ! ,trade ,act ( #bjjb 7#ai ,u4,s4,c4 note prec4 #bbga7 is am5d$ by /rik+ subsections 7a71 7b71 & 7c74 7#b7 ,trade & ,globalization ,adju/m5t ,assi/ance ,act ( #bjji ,section #ahia ( ! ,trade & ,globalization ,adju/m5t ,assi/ance ,act ( #bjji 7#ai ,u4,s4,c4 #bbga note7 is repeal$4 7#c7 ,trade ,adju/m5t ,assi/ance ,ext5sion ,act ( #bjaa ,! ,trade ,adju/m5t ,assi/ance ,ext5sion ,act ( #bjaa is am5d$-- 7,a7 9 section #bja 7#ai ,u4,s4,c4 note prec4 #bbga71 by /rik+ subsections 7b7 & 7c72 & 7,b7 9 section #bca7;a7 7#ai ,u4,s4,c4 #bbga note71 by /rik+ p>agraphs 7#a77;,b7 & 7#b74 7#d7 ,trade ,adju/m5t ,assi/ance ,reau?orization ,act ( #bjae ,! ,trade ,adju/m5t ,assi/ance ,reau?orization ,act ( #bjae is am5d$-- 7,a7 9 section #djb 7#ai ,u4,s4,c4 note prec4 #bbga71 by /rik+ subsections 7b7 & 7c72 & 7,b7 9 section #dje7;a77#a7 7#ai ,u4,s4,c4 #bcai7;a77#a771 by /rik+ subp>agraph 7,b74 7d7 ,trade adju/m5t assi/ance = firms 7#a7 ,c]tification ( firms n c]tifi$ be=e date ( enactm5t 7,a7 ,crit]ia if a det]m9ation has n be5 made ,if1 z ( ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y ( ,comm]ce has n made a det]m9ation ) respect to :e!r to c]tify a firm z eligible to apply = adju/m5t assi/ance "u section #bea ( ! ,trade ,act ( #aigd pursuant to a petition describ$ 9 subp>agraph 7,c71 ! ,secret>y %all make t det]m9ation bas$ on ! requirem5ts ( section #bea ( ! ,trade ,act ( #aigd1 z 9 effect on su* date ( enactm5t4 7,b7 ,reconsid]ation ( d5ial ( c]ta9 petitions ,if1 be=e ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y made a det]m9ation n to c]tify a firm z eligible to apply = adju/m5t assi/ance "u section #bea ( ! ,trade ,act ( #aigd pursuant to a petition describ$ 9 subp>agraph 7,c71 ! ,secret>y %all-- 7i7 reconsid] t det]m9ation2 & 7ii7 if ! firm meets ! requirem5ts ( section #bea ( ! ,trade ,act ( #aigd1 z 9 effect on su* date ( enactm5t1 c]tify ! firm z eligible to apply = adju/m5t assi/ance4 7,c7 ,petition describ$ ,a petition describ$ 9 ?is subp>agraph is a petition = a c]tification ( eligibility fil$ by a firm or its repres5tative "u section #bea ( ! ,trade ,act ( #aigd on or aft] ,janu>y #a1 #bjba1 & be=e ! date ( ! enactm5t ( ?is ,act4 7#b7 ,c]tification ( firms t did n submit petitions betwe5 janu>y #a1 #bjba1 & date ( enactm5t 7,a7 ,9 g5]al ,! ,secret>y ( ,comm]ce %all c]tify a firm describ$ 9 subp>agraph 7,b7 z eligible to apply = adju/m5t assi/ance "u section #bea ( ! ,trade ,act ( #aigd1 z 9 effect on ! date ( ! enactm5t ( ?is ,act1 if ! firm or its repres5tative files a petition = a c]tification ( eligibility "u section #bea ( ! ,trade ,act ( #aigd n lat] ?an #ij days aft] su* date ( enactm5t4 7,b7 ,firm describ$ ,a firm describ$ 9 ?is subp>agraph is a firm t ! ,secret>y det]m9es w\ld h be5 c]tifi$ z eligible to apply = adju/m5t assi/ance if-- 7i7 ! firm or its repres5tative _h fil$ a petition = a c]tification ( eligibility "u section #bea ( ! ,trade ,act ( #aigd on a date dur+ ! p]iod beg9n+ on ,janu>y #a1 #bjba1 & end+ on ! day be=e ! date ( ! enactm5t ( ?is ,act2 & 7ii7 ! provisions ( *apt] #c ( title ,,ii ( ! ,trade ,act ( #aigd1 z 9 effect on su* date ( enactm5t1 _h be5 9 effect on t date dur+ ! p]iod describ$ 9 clause 7i74 #accejc4 ,sunset provisions 7a7 ,application ( prior law ,subject to subsection 7b71 beg9n+ on ,july #a1 #bjbe1 ! provisions ( *apt]s #b1 #c1 #e1 & #f ( title ,,ii ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbga-bdja;g71 z 9 effect on ,janu>y #a1 #bjad1 %all be 9 effect & apply1 except t 9 apply+ & adm9i/]+ su* *apt]s-- 7#a7 p>agraph 7#a7 ( section #bca7;c7 ( t ,act %all be appli$ & adm9i/]$ z if subp>agraphs 7,a71 7,b71 & 7,c7 ( t p>agraph 7 n 9 effect2 7#b7 section #bcc ( t ,act %all be appli$ & adm9i/]$-- 7,a7 9 subsection 7a7-- 7i7 9 p>agraph 7#b71 by sub/itut+ #ajd-week p]iod = #ajd-week p]iod & all t foll[s ?r\gh #acj-week p]iod72 & 7ii7 9 p>agraph 7#c7-- 7,i7 9 ! matt] prec$+ subp>agraph 7,a71 by sub/itut+ #fe = #eb2 & 7,,ii7 by sub/itut+ #gh-week p]iod = #eb-week p]iod ea* place x appe>s2 & 7,b7 by apply+ & adm9i/]+ subsection 7g7 z if x read z foll[s3 7g7 ,paym5t ( trade readju/m5t all[ances ,to complete tra9+ ,not)/&+ any o!r provision ( ?is section1 9 ord] to assi/ an adv]sely affect$ work] to complete tra9+ approv$ = ! work] "u section #bcf t leads to ! completion ( a degree or indu/ry-recogniz$ cr$5tial1 paym5ts may be made z trade readju/m5t all[ances = n m ?an #ac weeks )9 su* p]iod ( eligibility z ! ,secret>y may prescribe to acc\nt = a break 9 tra9+ or = ju/ifiable cause t foll[s ! la/ week = :i* ! work] is o!rwise entitl$ to a trade readju/m5t all[ance "u ?is *apt] if-- 7#a7 paym5t ( ! trade readju/m5t all[ance = n m ?an #ac weeks is necess>y = ! work] to complete ! tra9+2 7#b7 ! work] p>ticipates 9 tra9+ 9 ea* su* week2 & 7#c7 ! work]-- 7,a7 has sub/antially met ! p]=mance b5*m>ks e/abli%$ z "p ( ! tra9+ approv$ = ! work]2 7,b7 is expect$ to cont9ue to make progress t[>d ! completion ( ! tra9+2 & 7,c7 w complete ! tra9+ dur+ t p]iod ( eligibility4 2 7#c7 section #bde7;a7 ( t ,act %all be appli$ & adm9i/]$ by sub/itut+ ,june #cj1 #bjbe = ,decemb] #ca1 #bjjg2 7#d7 section #bdf7;b77#a7 ( t ,act %all be appli$ & adm9i/]$ by sub/itut+ ,june #cj1 #bjbe = ! date t is #e ye>s & all t foll[s ?r\gh ,/ate2 7#e7 section #bef7;b7 ( t ,act %all be appli$ & adm9i/]$ by sub/itut+ ! #a-ye> p]iod beg9n+ on ,july #a1 #bjbe = ea* ( fiscal ye>s #bjjc ?r\gh #bjjg1 & #d1jjj1jjj = ! #c-mon? p]iod beg9n+ on ,octob] #a1 #bjjg2 7#f7 section #bih7;a7 ( t ,act %all be appli$ & adm9i/]$ by sub/itut+ ! #a-ye> p]iod beg9n+ on ,july #a1 #bjbe = ea* ( ! fiscal ye>s & all t foll[s ?r\gh ,octob] #a1 #bjjg2 & 7#g7 section #bhe ( t ,act %all be appli$ & adm9i/]$-- 7,a7 9 subsection 7a71 by sub/itut+ ,june #cj1 #bjbf = ,decemb] #ca1 #bjjg ea* place x appe>s2 & 7,b7 by apply+ & adm9i/]+ subsection 7b7 z if x read z foll[s3 7b7 ,o!r assi/ance 7#a7 ,assi/ance = firms 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 assi/ance may n be provid$ "u *apt] #c aft] ,june #cj1 #bjbf4 7,b7 ,exception ,not)/&+ subp>agraph 7,a71 any assi/ance approv$ "u *apt] #c pursuant to a petition fil$ "u section #bea on or be=e ,june #cj1 #bjbf1 may be provid$-- 7i7 to ! ext5t funds are available pursuant to su* *apt] = su* purpose2 & 7ii7 to ! ext5t ! recipi5t ( ! assi/ance is o!rwise eligible to receive su* assi/ance4 7#b7 ,f>m]s 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 assi/ance may n be provid$ "u *apt] #f aft] ,june #cj1 #bjbf4 7,b7 ,exception ,not)/&+ subp>agraph 7,a71 any assi/ance approv$ "u *apt] #f on or be=e ,june #cj1 #bjbf1 may be provid$-- 7i7 to ! ext5t funds are available pursuant to su* *apt] = su* purpose2 & 7ii7 to ! ext5t ! recipi5t ( ! assi/ance is o!rwise eligible to receive su* assi/ance4 4 7b7 ,exceptions ,! provisions ( *apt]s #b1 #c1 #e1 & #f ( title ,,ii ( ! ,trade ,act ( #aigd1 z 9 effect on ! date ( ! enactm5t ( ?is ,act1 %all cont9ue to apply on & aft] ,july #a1 #bjbe1 ) respect to-- 7#a7 work]s c]tifi$ z eligible = trade adju/m5t assi/ance b5efits "u *apt] #b ( title ,,ii ( t ,act pursuant to petitions fil$ "u section #bba ( t ,act be=e ,july #a1 #bjbe2 7#b7 firms c]tifi$ z eligible = te*nical assi/ance or grants "u *apt] #c ( title ,,ii ( t ,act pursuant to petitions fil$ "u section #bea ( t ,act be=e ,july #a1 #bjbe2 & 7#c7 agricultural commodity produc]s c]tifi$ z eligible = te*nical or f9ancial assi/ance "u *apt] #f ( title ,,ii ( t ,act pursuant to petitions fil$ "u section #bib ( t ,act be=e ,july #a1 #bjbe4 ,d ,c>e] ,pa?ways & ,social ,s]vices #a ,provisions ,relat+ to ,pa?ways to ,heal? ,c>e]s #acdaja4 ,pa?ways to ,heal? ,c>e]s ,effective ,octob] #a1 #bjba1 title ,,xx ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig-acign-#ac7 is am5d$ by add+ at ! end ! foll[+3 ,d ,c>e] pa?ways ?r\gh heal? pr(ession opportunity grants #bjga4 ,c>e] pa?ways ?r\gh heal? pr(ession opportunity grants 7a7 ,application requirem5ts ,an eligible entity desir+ a grant "u ?is section = a project %all submit to ! ,secret>y an application = ! grant1 t includes ! foll[+3 7#a7 ,a description ( h[ ! applicant w use a c>e] pa?ways approa* to tra9 eligible individuals = heal? pr(essions t w put eligible individuals on a c>e] pa? to an occupation t pays well1 "u ! project4 7#b7 ,a description ( ! adult basic education & lit]acy activities1 "w read9ess activities1 tra9+ activities1 & case managem5t & c>e] coa*+ s]vices t ! applicant w use to assi/ eligible individuals to ga9 "w exp]i5ce1 connection to employ]s1 & job placem5t1 & a description ( ! plan = recruit+1 hir+1 & tra9+ /aff to provide ! case managem5t1 m5tor+1 & c>e] coa*+ s]vices1 "u ! project directly or ?r\gh local gov]nm5tal1 appr5tice%ip1 educational1 or *>itable in/itutions4 7#c7 ,a demon/ration t ! applicant has exp]i5ce work+ ) l[-income populations1 or a description ( ! plan ( ! applicant to "w ) a p>tn] organization t has ! exp]i5ce4 7#d7 ,a plan = provid+ po/-employm5t support & ongo+ tra9+ z "p ( a c>e] pa?way "u ! project4 7#e7 ,a description ( ! support s]vices t ! applicant w provide "u ! project1 includ+ a plan = h[ *ild c>e & transportation support s]vices w be gu>ante$ &1 if ! applicant w provide a ca% /ip5d or wage supplem5t1 h[ ! /ip5d or supplem5t w\ld be calculat$ & di/ribut$4 7#f7 ,a c]tification by ! applicant t ! project developm5t includ$-- 7,a7 consultation or commitm5t to consult ) a local work=ce developm5t bo>d2 7,b7 consid]ation ( regi/]$ appr5tice%ip & pre-appr5tice%ip models2 7,c7 consid]ation ( c>e] pa?way programs 9 ! ,/ate 9 :i* ! project is to be conduct$2 & 7,d7 a review ( ! ,/ate plan "u section #ajb or #ajc ( ! ,work=ce ,innovation & ,opportunity ,act4 7#g7 ,a description ( ! availability & relevance ( rec5t labor m>ket in=mation & o!r p]t95t evid5ce ( 9-dem& jobs or work] %ortages4 7#h7 ,a c]tification t ! applicant w directly provide or contract = ! tra9+ s]vices describ$ 9 ! application4 7#i7 ,a commitm5t by ! applicant t1 if ! grant is made to ! applicant1 ! applicant w-- 7,a7 dur+ ! plann+ p]iod = ! project1 provide ! ,secret>y ) any in=mation ne$$ by ! ,secret>y to e/abli% adequate data report+ & adm9i/rative /ructure = ! project2 7,b7 hire a p]son to direct ! project n lat] ?an ! end ( ! plann+ p]iod applicable to ! project2 7,c7 accept all te*nical assi/ance (f]$ by ! ,secret>y ) respect to ! grant2 7,d7 p>ticipate 9 pe] te*nical assi/ance conf]5ces z are regul>ly s*$ul$ by ! ,secret>y2 & 7,e7 provide all data requir$ by ! ,secret>y "u subsection 7g74 7b7 ,additional application elem5t ,9 consid]+ applications = a grant "u ?is section1 ! ,secret>y %all require qualifi$ applicants to h at lea/ #a ( ! foll[+ application elem5ts-- 7#a7 applications submitt$ by applicants to :om a grant 0 made "u ?is section or any pr$ecessor to ?is section2 7#b7 applications submitt$ by applicants :o h bus9ess & community p>tn]s 9 ea* ( ! foll[+ categories3 7,a7 ,/ate & local gov]nm5t ag5cies & social s]vice provid]s1 includ+ a ,/ate or local entity t adm9i/]s a ,/ate program fund$ "u "p ,a ( ?is title2 7,b7 in/itutions ( high] education1 appr5tice%ip programs1 & local work=ce developm5t bo>ds2 & 7,c7 heal? c>e employ]s1 heal? c>e indu/ry or sector p>tn]%ips1 labor unions1 & labor-managem5t p>tn]%ips2 7#c7 applications t include opportunities = m5tor+ or pe] support1 & make c>e] coa*+ available1 z "p ( ! case managem5t plan2 7#d7 applications :i* describe a project t w s]ve a rural area 9 :i*-- 7,a7 ! community 9 :i* ! individuals to be enroll$ 9 ! project reside is locat$2 7,b7 ! project w be conduct$2 or 7,c7 an employ] p>tn]%ip t has committ$ to hir+ individuals :o successfully complete all activities "u ! project is locat$2 7#e7 applications t include a commitm5t to provid+ project p>ticipants ) a ca% /ip5d or wage supplem5t2 & 7#f7 applications :i* h an em]g5cy ca% fund to assi/ project p>ticipants f9ancially 9 em]g5cy situations4 7c7 ,grants 7#a7 ,competitive grants 7,a7 ,grant au?ority 7i7 ,9 g5]al ,! ,secret>y %all make a grant 9 accordance ) ?is p>agraph to an eligible entity ^: application = ! grant is approv$ by ! ,secret>y1 to conduct a project design$ to tra9 l[-income individuals = alli$ heal? pr(essions1 heal? in=mation te*nology1 physician assi/ants1 nurs+ assi/ants1 regi/]$ nurse1 advanc$ practice nurse1 & o!r pr(essions consid]$ "p ( a heal? c>e c>e] pa?way model4 7ii7 ,gu>antee ( grantees 9 ea* /ate & ! di/rict ( columbia ,= ea* grant cycle1 ! ,secret>y %all aw>d a grant "u ?is p>agraph to at lea/ #b eligible entities 9 ea* ,/ate t is n a t]ritory1 to ! ext5t !re are a suffici5t numb] ( applications t h a high likelihood ( success & t are submitt$ by ! entities t meet ! requirem5ts applicable ) respect to su* a grant4 ,if1 = a grant cycle1 !re are few] ?an #b su* eligible entities 9 a ,/ate t h submitt$ applications ) a high likelihood ( success1 ! ,secret>y %all id5tify qualifi$ eligible applicants locat$ else:]e1 t are o!rwise approv$ b un-fund$1 & issue a ,sub/itution ( ,grant & tailor$ te*nical assi/ance4 ,9 ! prec$+ s5t5ce1 ! t]m issue a ,sub/itution ( ,grant means1 9 a case 9 :i* an approv$ grantee does n complete its full project p]iod1 or 9 :i* !re are few] ?an #b qualifi$ grantees p] ,/ate ) a high likelihood ( success1 sub/itute an applicant locat$ 9 ano!r ,/ate t 0 approv$ b un-fund$ dur+ ! competition = ! aw>d = ! aw>d recipi5t4 7,b7 ,gu>antee ( grants = indian populations ,! ,secret>y %all aw>d a grant "u ?is p>agraph to at lea/ #aj eligible entities t are an ,indian tribe1 an ,alaska ,native ,corporation1 a tribal organization1 or a tribal college or univ]sity1 to ! ext5t !re are a suffici5t numb] ( applications submitt$ by ! entities t meet ! requirem5ts applicable ) respect to su* a grant4 7,c7 ,gu>antee ( grantees 9 ! t]ritories ,! ,secret>y %all aw>d a grant "u ?is p>agraph to at lea/ #b eligible entities t are locat$ 9 a t]ritory1 to ! ext5t !re are a suffici5t numb] ( applications submitt$ by ! entities t meet ! requirem5ts applicable ) respect to su* a grant4 7#b7 ,grant cycle ,! grant cycle "u ?is section %all be n less ?an #e ye>s1 ) a plann+ p]iod ( n m ?an ! fir/ #ab mon?s ( ! grant cycle4 ,dur+ ! plann+ p]iod1 ! am\nt ( ! grant %all be 9 su* less] am\nt z ! ,secret>y det]m9es appropriate4 7d7 ,use ( grant 7#a7 ,9 g5]al ,an entity to :i* a grant is made "u ?is section %all use ! grant 9 accordance ) ! approv$ application = ! grant4 7#b7 ,support to be provid$ 7,a7 ,requir$ support ,a project = :i* a grant is made "u ?is section %all include ! foll[+3 7i7 ,an assessm5t = adult basic skill compet5cy1 & provision ( adult basic skills education if necess>y = l[]-skill$ eligible individuals to enroll 9 ! project & g on to ent] & complete po/-second>y tra9+1 ?r\gh means includ+ ! foll[+3 7,i7 ,e/abli%+ a network ( p>tn]s t (f] pre-tra9+ activities = project p>ticipants :o ne$ to improve basic academic skills or ,engli% language pr(ici5cy be=e ent]+ a heal? occupational tra9+ c>e] pa?way program4 7,,ii7 ,(f]+ res\rces to enable project p>ticipants to cont9ue advanc+ adult basic skill pr(ici5cy :ile enroll$ 9 a c>e] pa?way program4 7,,iii7 ,emb$d+ adult basic skill ma9t5ance z "p ( ongo+ po/-graduation c>e] coa*+ & m5tor+4 7ii7 ,a gu>antee t *ild c>e is an available & af=dable support s]vice = project p>ticipants ?r\gh means su* z ! foll[+3 7,i7 ,ref]ral to1 & assi/ance )1 enrollm5t 9 a subsidiz$ *ild c>e program4 7,,ii7 ,direct paym5t to a *ild c>e provid] if a slot 9 a subsidiz$ *ild c>e program is n available or reasonably accessible4 7,,iii7 ,paym5t ( co-paym5ts or associat$ fees = *ild c>e4 7iii7 ,case managem5t plans t include c>e] coa*+ 7) ! option to (f] appropriate pe] support & m5tor+ opportunities to help develop s(t skills & social capital71 :i* may be (f]$ on an ongo+ basis be=e1 dur+1 & aft] initial tra9+ z "p ( a c>e] pa?way model4 7iv7 ,a plan to provide project p>ticipants ) transportation ?r\gh means su* z ! foll[+3 7,i7 ,ref]ral to1 & assi/ance ) enrollm5t 91 a subsidiz$ transportation program4 7,,ii7 ,if a subsidiz$ transportation program is n reasonably available1 direct paym5ts to subsidize transportation co/s4 ,= purposes ( ?is clause1 ! t]m transportation includes public transit1 or gasol9e = a p]sonal vehicle if public transit is n reasonably accessible or available4 7,b7 ,all[$ support ,! goods & s]vices provid$ "u a project = :i* a grant is made "u ?is section may include ! foll[+3 7i7 ,a ca% /ip5d4 7ii7 ,a res]ve fund = f9ancial assi/ance to project p>ticipants 9 em]g5cy situations4 7iii7 ,tuition1 c]tification exam fees1 & tra9+ mat]ials su* z books1 s(tw>e1 uni=ms1 %oes1 connection to ! int]net1 hair nets1 & p]sonal protective equipm5t4 7iv7 ,9-k9d res\rce donations su* z int]view clo?+ & conf]5ce att5dance fees4 7v7 ,assi/ance ) access+ & complet+ high s*ool equival5cy or adult basic education c\rses z necess>y to a*ieve success 9 ! project & make progress t[>d c>e] goals4 7vi7 ,assi/ance ) programs & activities1 includ+ legal assi/ance1 deem$ necess>y to address arre/ or conviction records z an employm5t b>ri]4 7vii7 ,o!r support s]vices z deem$ necess>y = family well-be+1 success 9 ! project1 & progress t[>d c>e] goals4 7#c7 ,tra9+ ,! numb] ( h\rs ( tra9+ provid$ to an eligible individual "u a project = :i* a grant is made "u ?is section1 = a recogniz$ po/second>y cr$5tial 7includ+ an indu/ry-recogniz$ cr$5tial1 & a c]tificate aw>d$ by a local work=ce developm5t bo>d71 :i* is aw>d$ 9 recognition ( atta9m5t ( measurable te*nical or occupational skills necess>y to ga9 employm5t or advance )9 an occupation1 %all be-- 7,a7 n less ?an ! numb] ( h\rs ( tra9+ requir$ = c]tification 9 t level ( skill by ! ,/ate 9 :i* ! project is conduct$2 or 7,b7 if !re is no su* requirem5t1 su* numb] ( h\rs ( tra9+ z ! ,secret>y f9ds is necess>y to a*ieve t skill level4 7#d7 ,inclusion ( ,,tanf recipi5ts ,9 ! case ( a project = :i* a grant is made "u ?is section t is conduct$ 9 a ,/ate t has a program fund$ "u "p ,a ( title ,,iv1 at lea/ #aj p]c5t ( ! eligible individuals to :om support is provid$ "u ! project %all meet ! income eligibility requirem5ts "u t ,/ate program1 )\t reg>d to :e!r ! individuals receive b5efits or s]vices directly "u t ,/ate program4 7#e7 ,income limitation ,an entity to :i* a grant is made "u ?is section %all n use ! grant to provide support to a p]son :o is n an eligible individual4 7#f7 ,prohibition ,an entity to :i* a grant is made "u ?is section %all n use ! grant = purposes ( ent]ta9m5t1 except t case managem5t & c>e] coa*+ s]vices may include celebrations ( specific c>e]-bas$ mile/ones su* z complet+ a seme/]1 graduation1 or job placem5t4 7e7 ,te*nical assi/ance 7#a7 ,9 g5]al ,! ,secret>y %all provide te*nical assi/ance-- 7,a7 to assi/ eligible entities 9 apply+ = grants "u ?is section2 7,b7 t is tailor$ to meet ! ne$s ( grantees at ea* /age ( ! adm9i/ration ( projects = :i* grants are made "u ?is section2 7,c7 t is tailor$ to meet ! specific ne$s ( ,indian tribes1 ,alaska ,native ,corporations1 tribal organizations1 & tribal colleges & univ]sities2 7,d7 t is tailor$ to meet ! specific ne$s ( ! t]ritories2 7,e7 t is tailor$ to meet ! specific ne$s ( applicants1 eligible entities1 & grantees1 9 c>ry+ out d$icat$ c>e] pa?way projects pursuant to subsections 7h7 & 7i72 & 7,f7 to facilitate ! ex*ange ( in=mation among eligible entities reg>d+ be/ practices & promis+ practices us$ 9 ! projects4 7#b7 ,cont9uation ( pe] te*nical assi/ance conf]5ces ,! ,secret>y %all cont9ue to hold pe] te*nical assi/ance conf]5ces = entities to :i* a grant is made "u ?is section or 0 made "u ! imm$iate pr$ecessor ( ?is section4 ,! prec$+ s5t5ce %all n be int]pret$ to require any su* conf]5ce to be held 9 p]son4 7f7 ,evaluation ( d$icat$ c>e] pa?ways 7#a7 ,9 g5]al ,! ,secret>y %all1 by grant1 contract1 or int]ag5cy agreem5t1 conduct rigor\s & well-design$ evaluations ( ! d$icat$ c>e] pa?way projects c>ri$ out pursuant to subsections 7h7 & 7i74 7#b7 ,requirem5t applicable to second *ance c>e] pa?way ,9 ! case ( a project ( ! type describ$ 9 subsection 7i71 ! evaluation %all include id5tification ( successful activities = creat+ opportunities = develop+ & su/a9+1 p>ticul>ly ) respect to l[-income individuals ) arre/ or conviction records1 a heal? pr(essions work=ce t has accessible entry po9ts1 t meets high /&>ds = education1 tra9+1 c]tification1 & pr(essional developm5t1 & t provides increas$ wages & af=dable b5efits1 includ+ heal? c>e cov]age1 t are responsive to ! ne$s ( ! work=ce4 7#c7 ,requirem5t applicable to mat]nal mortality c>e] pa?way ,9 ! case ( a project ( ! type describ$ 9 subsection 7h71 ! evaluation %all include id5tification ( successful activities = creat+ opportunities = develop+ & su/a9+1 p>ticul>ly ) respect to l[-income individuals & o!r entry-level work]s1 a c>e] pa?way t has accessible entry po9ts1 t meets high /&>ds = education1 tra9+1 c]tification1 & pr(essional developm5t1 & t provides increas$ wages & af=dable b5efits1 includ+ heal? c>e cov]age1 t are responsive to ! ne$s ( ! bir?1 pregnancy1 & po/-p>tum work=ce4 7g7 ,reports ,z a condition ( fund+1 an eligible entity aw>d$ a grant to conduct a project "u ?is section %all submit int]im reports to ! ,secret>y on ! activities c>ri$ out "u ! project1 &1 on ! conclusion ( ! project1 a f9al report on ! activities4 7h7 ,mat]nal mortality c>e] pa?way 7#a7 ,grant au?ority ,! ,secret>y %all aw>d grants 9 accordance ) ?is subsection to eligible entities to conduct c>e] pa?way projects = ! purpose ( provid+ education = pr(essions su* z d\las1 lactation consultants1 *ildbir? educators1 infant massage !rapi/s1 newborn c>e speciali/s1 midwives1 & o!r community heal? work] pr(essions1 = individuals to ent] & foll[ a d$icat$ c>e] pa?way 9 ! field ( pregnancy1 *ildbir?1 or po/-p>tum s]vices 9 a ,/ate t recognizes d\las or midwives z heal? c>e provid]s & t provides paym5t = s]vices provid$ by d\las or midwives1 z ! case may be1 "u ! ,/ate plan approv$ "u title ,,xix4 7#b7 ,duration ,a grant aw>d$ "u ?is subsection %all h ! same grant cycle z is provid$ 9 subsection 7c77#b71 & z a condition ( fund+ ! grantee %all comply ) all data report+ requirem5ts associat$ ) ! grant cycle4 7#c7 ,application requirem5ts ,an entity seek+ a grant "u ?is subsection = a project %all submit to ! ,secret>y an application = ! grant1 t includes ! foll[+3 7,a7 ,a description ( ! p>tn]%ips1 /rategic /aff hir+ decisions1 tailor$ program activities1 or o!r programmatic elem5ts ( ! project t are design$ to support a /rong c>e] pa?way 9 pregnancy1 bir?1 or po/-p>tum s]vices4 7,b7 ,a demon/ration t ! ,/ate 9 :i* ! project is to be conduct$ recognizes & p]mits d\las & midwives to practice 9 ! ,/ate4 7,c7 ,a demon/ration t ! applicant has exp]i5ce work+ ) l[-income populations1 or a description ( ! plan ( ! applicant to "w ) a p>tn] t has ! exp]i5ce4 7#d7 ,support to be provid$ ,! recipi5t ( a grant "u ?is subsection = a project %all provide requir$ supportive s]vices describ$ 9 subsection 7d77#b77;,a7 to project p>ticipants :o ne$ ! s]vices1 & may exp5d ! fund+ on eligible supportive s]vices describ$ 9 subsection 7d77#b77;,b74 7i7 ,second *ance c>e] pa?way 7#a7 ,grant au?ority ,! ,secret>y %all aw>d grants 9 accordance ) ?is subsection to eligible entities to conduct c>e] pa?way projects = ! purpose ( provid+ education & tra9+ = eligible individuals ) arre/ or conviction records to ent] & foll[ a c>e] pa?way 9 ! heal? pr(essions ?r\gh occupations t are expect$ to exp]i5ce a labor %ortage or be 9 high dem&4 7#b7 ,duration ,a grant aw>d$ "u ?is subsection %all h ! same grant cycle z is provid$ 9 subsection 7c77#b71 & z a condition ( fund+ ! grantee %all comply ) all data report+ requirem5ts associat$ ) ! grant cycle4 7#c7 ,application requirem5ts ,an entity seek+ a grant "u ?is subsection = a project %all submit to ! ,secret>y an application = ! grant1 t includes ! foll[+3 7,a7 ,a demon/ration t ! ,/ate 9 :i* ! project is to be conduct$ has 9 effect policies or laws t p]mit c]ta9 alli$ heal? & behavioral heal? c>e cr$5tials to be aw>d$ to p ) c]ta9 arre/ or conviction records 7:i* policies or laws %all include appeals processes & o!r opportunities to demon/rate rehabilitation to obta9 lic5sure & approval to "w 9 ! propos$ heal? c>e]s71 & a plan describ$ 9 ! application :i* w use a legally p]mitt$ c>e] pa?way to tra9 p ) su* a record to be tra9$ & employ$ 9 su* a c>e]4 7,b7 ,a discussion ( h[ ! project or future /rategic hir+ decisions w demon/rate ! exp]i5ce & exp]tise ( ! project 9 work+ ) job seek]s :o h arre/ or conviction records or employ]s ) exp]i5ce work+ ) p ) arre/ or conviction records4 7,c7 ,a demon/ration t ! applicant has exp]i5ce work+ ) l[-income populations1 or a description ( ! plan ( ! applicant to "w ) a p>tn] t has ! exp]i5ce4 7,d7 ,an id5tification ( promis+ innovations or be/ practices t c be us$ to provide ! tra9+4 7,e7 ,a pro( ( concept or demon/ration t ! applicant has done suffici5t rese>* on work=ce %ortage or 9-dem& jobs = :i* p ) c]ta9 types ( crim9al records c be hir$4 7,f7 ,a plan = recruit+ /ud5ts :o are eligible individuals into ! project4 7,g7 ,a plan = provid+ po/-employm5t support & ongo+ tra9+ z "p ( a c>e] pa?way "u ! project4 7#d7 ,support to be provid$ 7,a7 ,requir$ support ,a recipi5t ( a grant "u ?is subsection = a project %all provide-- 7i7 access to legal assi/ance = project p>ticipants = ! purpose ( address+ arre/ or conviction records & associat$ work=ce b>ri]s2 7ii7 assi/ance ) programs & activities deem$ necess>y to address arre/ or conviction records z an employm5t b>ri]2 7iii7 requir$ supportive s]vices describ$ 9 subsection 7d77#b77;,a7 to p>ticipants :o ne$ ! s]vices1 & may exp5d funds on eligible supportive s]vices describ$ 9 subsection 7d77#b77;,b74 7j7 ,def9itions ,9 ?is section3 7#a7 ,alaska ,native ,corporation ,! t]m ,alaska ,native ,corporation has ! mean+ giv5 ! t]m 9 section #c7m7 ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7m774 7#b7 ,alli$ heal? pr(ession ,! t]m alli$ heal? pr(ession has ! mean+ giv5 ! t]m 9 section #gii;,b7#e7 ( ! ,public ,heal? ,s]vice ,act4 7#c7 ,c>e] pa?way ,! t]m c>e] pa?way has ! mean+ giv5 ! t]m 9 section #c7g7 ( ! ,work=ce ,innovation & ,opportunity ,act4 7#d7 ,d\la ,! t]m d\la means an individual :o-- 7,a7 is c]tifi$ by an organization t has be5 e/abli%$ = n less ?an #e ye>s & t requires ! completion ( cont9u+ education to ma9ta9 ! c]tification1 to provide non-m$ical advice1 in=mation1 emotional support1 & physical com=t to an individual dur+ ! individual's pregnancy1 *ildbir?1 & po/-p>tum p]iod2 & 7,b7 ma9ta9s ! c]tification by complet+ ! requir$ cont9u+ education4 7#e7 ,eligible entity ,! t]m eligible entity means any ( ! foll[+ entities t demon/rates 9 an application submitt$ "u ?is section t ! entity has ! capacity to fully develop & adm9i/] ! project describ$ 9 ! application3 7,a7 ,a local work=ce developm5t bo>d e/abli%$ "u section #ajg ( ! ,work=ce ,innovation & ,opportunity ,act4 7,b7 ,a ,/ate or t]ritory1 a political subdivision ( a ,/ate or t]ritory1 or an ag5cy ( a ,/ate1 t]ritory1 or su* a political subdivision1 includ+ a ,/ate or local entity t adm9i/]s a ,/ate program fund$ "u "p ,a ( ?is title4 7,c7 ,an ,indian tribe1 an ,alaska ,native ,corporation1 a tribal organization1 or a tribal college or univ]sity4 7,d7 ,an in/itution ( high] education 7z def9$ 9 ! ,high] ,education ,act ( #aife74 7,e7 ,a hospital 7z def9$ 9 section #ahfa7;e774 7,f7 ,a high-quality skill$ nurs+ facility4 7,g7 ,a ,f$]ally qualifi$ heal? c5t] 7z def9$ 9 section #ahfa7;aa77#d774 7,h7 ,a nonpr(it organization describ$ 9 section #eja7;c77#c7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 a labor organization1 or an entity ) %>$ labor-managem5t ov]sight1 t has a demon/rat$ hi/ory ( provid+ heal? pr(ession tra9+ to eligible individuals4 7,i7 ,9 ! case ( a project ( ! type provid$ = 9 subsection 7h7 ( ?is section1 an entity recogniz$ by a ,/ate1 an ,indian tribe1 an ,alaska ,native ,corporation1 or a tribal organization z qualifi$ to tra9 d\las or midwives1 if midwives or d\las1 z ! case may be1 are p]mitt$ to practice 9 ! ,/ate involv$4 7,j7 ,an opioid treatm5t program 7z def9$ 9 section #ahfa7;jjj77#b771 & o!r high quality compreh5sive addiction c>e provid]s4 7#f7 ,eligible individual ,! t]m eligible individual means an individual ^: family income does n exce$ #bjj p]c5t ( ! ,f$]al pov]ty level4 7#g7 ,f$]al pov]ty level ,! t]m ,f$]al pov]ty level means ! pov]ty l9e 7z def9$ 9 section #fgc7b7 ( ! ,omnibus ,budget ,reconciliation ,act ( #aiha1 includ+ any revision requir$ by su* section applicable to a family ( ! size involv$74 7#h7 ,in/itution ( high] education ,! t]m in/itution ( high] education has ! mean+ giv5 ! t]m 9 section #aja or #ajb7;a77#a77;,b7 ( ! ,high] ,education ,act ( #aife4 7#i7 ,t]ritory ,! t]m t]ritory means ! ,commonweal? ( ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 ! ,nor!rn ,m>iana ,isl&s1 & ,am]ican ,samoa4 7#aj7 ,tribal college or univ]sity ,! t]m tribal college or univ]sity has ! mean+ giv5 ! t]m 9 section #caf7;b7 ( ! ,high] ,education ,act ( #aife4 7#aa7 ,tribal organization ,! t]m tribal organization means ! recogniz$ gov]n+ body ( any ,indian tribe2 any legally e/abli%$ organization ( ,indians :i* is controll$1 sanction$1 or *>t]$ by su* gov]n+ body or :i* is democratically elect$ by ! adult memb]s ( ! ,indian community to be s]v$ by su* organization & :i* includes ! maximum p>ticipation ( ,indians 9 all phases ( its activities4 7k7 ,fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 = grants "u subsection 7c77#a77;,a7-- 7,a7 #cah1gej1jjj = fiscal ye> #bjbb2 & 7,b7 #cch1ajh1dch = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf2 7#b7 = grants "u subsection 7c77#a77;,b7-- 7,a7 #ag1jjj1jjj = fiscal ye> #bjbb2 & 7,b7 #ah1jbg1fej = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf2 7#c7 = grants "u subsection 7c77#a77;,c7-- 7,a7 #ba1bej1jjj = fiscal ye> #bjbb2 & 7,b7 #bb1ecd1efc = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf2 7#d7 = projects conduct$ "u subsections 7h7 & 7i71 #bg1jda1dge = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf2 7#e7 = ! provision ( te*nical assi/ance & adm9i/ration-- 7,a7 = fiscal ye> #bjbb1 #be1ejj1jjj plus all am\nts ref]r$ to 9 p>agraphs 7#a7 ?r\gh 7#c7 ( ?is subsection t rema9 unus$ aft] all grant aw>ds are made = ! fiscal ye>2 & 7,b7 = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf1 #bg1jda1dge plus all am\nts ref]r$ to 9 p>agraphs 7#a7 ?r\gh 7#d7 ( ?is subsection t rema9 unus$ aft] all grant aw>ds are made = ! fiscal ye>2 & 7#f7 = /udy+ ! effects ( ! projects = :i* a grant is made "u ?is section1 & = adm9i/ration1 = ! purpose ( support+ ! rigor\s evaluation ( ! projects1 & support+ ! cont9u$ /udy ( ! %ort-1 m$ium-1 & long-t]m effects ( all su* projects1 includ+ ! effectiv5ess ( new or add$ elem5ts ( ! projects-- 7,a7 #ag1jjj1jjj = fiscal ye> #bjbb2 & 7,b7 #ah1jbg1fej = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf4 4 #b ,provisions ,relat+ to ,eld] ,ju/ice #acdbja4 ,reau?orization ( fund+ = programs to prev5t & inve/igate eld] abuse1 neglect1 & exploitation 7a7 ,long-t]m c>e /aff tra9+ grants ,section #bjda ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acigm7 is am5d$ to read z foll[s3 #bjda4 ,nurs+ home work] tra9+ grants 7a7 ,appropriation ,out ( any funds 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf-- 7#a7 #dae1fif1djj = grants "u subsection 7b77#a72 & 7#b7 #h1dhc1fjj = grants "u subsection 7b77#b74 7b7 ,grants 7#a7 ,/ate entitlem5t 7,a7 ,9 g5]al ,ea* ,/ate %all be entitl$ to receive f ! ,secret>y = ea* fiscal ye> specifi$ 9 subsection 7a7 a grant 9 an am\nt equal to ! am\nt allott$ to ! ,/ate "u subp>agraph 7,b7 ( ?is p>agraph4 7,b7 ,/ate allotm5ts ,! am\nt allott$ to a ,/ate "u ?is subp>agraph = a fiscal ye> %all be-- 7i7 ! am\nt made available by subsection 7a7 = ! fiscal ye> t is n requir$ to be res]v$ by subsection 7a72 multipli$ by 7ii7 7,i7 ! numb] ( ,/ate resid5ts :o h atta9$ #fe ye>s ( age or are individuals ) a disability1 z det]m9$ by ! ,secret>y us+ ! mo/ rec5t v]sion ( ! ,am]ican ,community ,survey publi%$ by ! ,bureau ( ! ,c5sus or a successor data set2 divid$ by 7,,ii7 ! total numb] ( su* resid5ts ( all ,/ates4 7#b7 ,grants to ,indian tribes & tribal organizations 7,a7 ,9 g5]al ,! ,secret>y1 9 consultation ) ! ,indian tribes & tribal organizations1 %all make grants 9 accordance ) ?is section to ,indian tribes & tribal organizations :o op]ate at lea/ #a eligible sett+4 7,b7 ,grant =mula ,! ,secret>y1 9 consultation ) ! ,indian tribes & tribal organizations1 %all devise a =mula = di/ribut+ among ,indian tribes & tribal organizations ! am\nt requir$ to be res]v$ by subsection 7a7 = ea* fiscal ye>4 7#c7 ,sub-grants ,a ,/ate1 ,indian tribe1 or tribal organization to :i* an am\nt is paid "u ?is p>agraph may use ! am\nt to make sub-grants to local organizations1 includ+ community organizations1 local non-pr(its1 eld] rights & ju/ice gr\ps1 & work=ce developm5t bo>ds = any purpose describ$ 9 p>agraph 7#a7 or 7#b7 ( subsection 7c74 7c7 ,use ( funds 7#a7 ,requir$ uses ,a ,/ate to :i* an am\nt is paid "u subsection 7b7 %all use ! am\nt to-- 7,a7 provide wage subsidies to eligible individuals2 7,b7 provide /ud5t loan repaym5t or tuition assi/ance to eligible individuals = a degree or c]tification 9 a field relevant to _! position ref]r$ to 9 subsection 7f77#a77;,a72 7,c7 gu>antee af=dable & accessible *ild c>e = eligible individuals1 includ+ help ) ref]rals1 co-pays1 or o!r direct assi/ance2 & 7,d7 provide assi/ance :]e necess>y ) obta9+ appropriate transportation1 includ+ public transportation if available1 or gas money or transit v\*]s = ride %>e1 taxis1 & simil> types ( transportation if public transportation is unavailable or impractical bas$ on "w h\rs or location4 7#b7 ,au?oriz$ uses ,a ,/ate to :i* an am\nt is paid "u subsection 7b7 may use ! am\nt to-- 7,a7 e/abli% a res]ve fund = f9ancial assi/ance to eligible individuals 9 em]g5cy situations2 7,b7 provide 9-k9d res\rce donations1 su* z int]view clo?+ & conf]5ce att5dance fees2 7,c7 provide assi/ance ) programs & activities1 includ+ legal assi/ance1 deem$ necess>y to address arre/ or conviction records t are an employm5t b>ri]2 7,d7 support employ]s op]at+ an eligible sett+ 9 ! ,/ate 9 provid+ employees ) n less ?an #b weeks ( paid leave p] ye>2 or 7,e7 provide o!r support s]vices ! ,secret>y deems necess>y to all[ = successful recruitm5t & ret5tion ( work]s4 7#c7 ,provision ( funds only = ! b5efit ( eligible individuals 9 eligible sett+s ,a ,/ate to :i* an am\nt is paid "u subsection 7b7 may provide ! am\nt to only an eligible individual or a p>tn] organization s]v+ an eligible individual4 7#d7 ,nonsupplantation ,a ,/ate to :i* an am\nt is paid "u subsection 7b7 %all n use ! am\nt to supplant ! exp5diture ( any ,/ate funds = recruit+ or reta9+ employees 9 an eligible sett+4 7d7 ,adm9i/ration ,a ,/ate to :i* a grant is made "u subsection 7b7 %all res]ve n m ?an #aj p]c5t ( ! grant to-- 7#a7 adm9i/] subgrants 9 accordance ) ?is section2 7#b7 provide te*nical assi/ance & support = apply+ = & access+ su* a subgrant opportunity2 7#c7 publicize ! availability ( ! subgrants2 7#d7 c>ry out activities to increase ! supply ( eligible individuals2 & 7#e7 provide te*nical assi/ance to help subgrantees f9d & tra9 individuals to provide ! s]vices = :i* !y are contract$4 7e7 ,def9itions ,9 ?is section3 7#a7 ,eligible individual ,! t]m eligible individual means an individual :o-- 7,a7 7i7 is a qualifi$ home heal? aide1 z def9$ 9 section #dhd4hj7;a7 ( title #db1 ,code ( ,f$]al ,regulations2 7ii7 is a nurse aide approv$ by ! ,/ate z meet+ ! requirem5ts ( sections #dhc4aej ?r\gh #dhc4aed ( su* title1 & is li/$ 9 good /&+ on ! ,/ate nurse aide regi/ry2 7iii7 is a p]sonal c>e aide approv$ by ! ,/ate1 & furni%es p]sonal c>e s]vices1 z def9$ 9 section #ddj4afg ( su* title2 7iv7 is a qualifi$ hospice aide1 z def9$ 9 section #dah4gf ( su* title2 or 7v7 is a lic5s$ practical nurse or a lic5s$ or c]tifi$ social work]2 or 7vi7 is receiv+ tra9+ to be c]tifi$ or lic5s$ z su* an aide1 nurse1 or social work]2 & 7,b7 provides 7or1 9 ! case ( a tra9ee1 int5ds to provide7 s]vices z su* an aide1 nurse1 or social work] 9 an eligible sett+4 7#b7 ,eligible sett+ ,! t]m eligible sett+ means-- 7,a7 a skill$ nurs+ facility1 z def9$ 9 section #ahai2 7,b7 a nurs+ facility1 z def9$ 9 section #aiai2 7,c7 a home heal? ag5cy1 z def9$ 9 section #ahia2 7,d7 a facility provid] approv$ to deliv] home or community-bas$ s]vices au?oriz$ "u ,/ate options describ$ 9 subsection 7c7 or 7i7 ( section #aiae or1 z relevant1 demon/ration projects au?oriz$ "u section #aaae2 7,e7 a hospice1 z def9$ 9 section #ahad2 7,f7 an int]m$iate c>e facility1 z def9$ 9 section #aije7;d72 or 7,g7 a tribal assi/$ liv+ facility4 7#c7 ,tribal organization ,! t]m tribal organization has ! mean+ giv5 ! t]m 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act4 4 7b7 ,adult protective s]vices functions & grant programs 7#a7 ,direct fund+2 ,/ate entitlem5t ,section #bjdb ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acigm-#a7 is am5d$-- 7,a7 9 subsection 7a7-- 7i7 9 p>agraph 7#a77;,a7-- 7,i7 by /rik+ (fices & ins]t+ programs2 & 7,,ii7 by ins]t+ & adults :o are "u a disability 7z def9$ 9 section #baf7;i77#a77 be=e ! semicolon2 & 7ii7 by /rik+ p>agraph 7#b7 & ins]t+ ! foll[+3 7#b7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y #h1dhc1fjj = ea* ( fiscal ye>s #bjbc ?r\gh #bjbe to c>ry out ?is subsection4 2 7,b7 9 subsection 7b7-- 7i7 9 p>agraph 7#b7-- 7,i7 9 subp>agraph 7,a71 by /rik+ ! availability ( appropriations &2 & 7,,ii7 9 subp>agraph 7,b7-- 7aa7 9 ! head+ = clause 7i71 by ins]t+ & ! di/rict ( columbia aft] ,/ates2 & 7bb7 9 clause 7ii71 by ins]t+ or ! ,di/rict ( ,columbia aft] ,/ates2 & 7ii7 by /rik+ p>agraph 7#e7 & ins]t+ ! foll[+3 7#e7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y = ea* ( fiscal ye>s #bjbc ?r\gh #bjbe-- 7,a7 #dae1fif1djj = grants to ,/ates "u ?is subsection2 & 7,b7 #h1dhc1fjj = grants to ,indian tribes & tribal organizations "u ?is subsection4 2 & 7,c7 9 subsection 7c71 by /rik+ p>agraph 7#f7 & ins]t+ ! foll[+3 7#f7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y #gi1ecc1gej = ea* ( fiscal ye>s #bjbc ?r\gh #bjbe to c>ry out ?is subsection4 4 7#b7 ,/ate entitlem5t2 grants to ,indian tribes & tribal organizations ,section #bjdb ( su* ,act 7#db ,u4,s4,c4 #acigm-#a7 is am5d$-- 7,a7 9 subsection 7a77#a77;,a71 by /rik+ ,/ate & local & ins]t+ ,/ate1 local1 & tribal2 7,b7 9 subsection 7b77#a71 by /rik+ ! ,secret>y %all annually aw>d grants to ,/ates 9 ! am\nts calculat$ "u p>agraph 7#b7 & ins]t+ ea* ,/ate %all be entitl$ to annually receive f ! ,secret>y 9 ! am\nts calculat$ "u p>agraph 7#b71 & ! ,secret>y may annually aw>d to ea* ,indian tribe & tribal organization 9 accordance ) p>agraph 7#c71 grants2 7,c7 9 subsection 7b77#b7-- 7i7 9 ! p>agraph head+1 by ins]t+ = a ,/ate aft] paym5t2 7ii7 9 subp>agraph 7,a71 by /rik+ to c>ry out & ins]t+ = grants to ,/ates "u2 & 7iii7 9 subp>agraph 7,b77i71 by /rik+ su* ye> & ins]t+ = grants to ,/ates "u ?is subsection = ! fiscal ye>2 & 7,d7 9 subsection 7b71 by r$esignat+ p>agraphs 7#c7 ?r\gh 7#e7 z p>agraphs 7#d7 ?r\gh 7#f71 respectively1 & ins]t+ aft] p>agraph 7#b7 ! foll[+3 7#c7 ,am\nt ( paym5t to ,indian tribe or tribal organization ,! ,secret>y1 9 consultation ) ,indian tribes & tribal organizations1 %all det]m9e ! am\nt ( any grant to be made to ea* ,indian tribe & tribal organization "u ?is subsection4 ,p>agraphs 7#d7 & 7#e7 %all apply to grantees "u ?is p>agraph 9 ! same mann] 9 :i* ! p>agraphs apply to ,/ates4 2 7,e7 9 subsection 7c7-- 7i7 9 p>agraph 7#a71 by /rik+ to ,/ates & ins]t+ to ,/ates1 ,indian tribes1 & tribal organizations2 7ii7 9 p>agraph 7#b7-- 7,i7 9 ! matt] prec$+ subp>agraph 7,a71 by ins]t+ & ,indian tribes & tribal organizations aft] gov]nm5t2 & 7,,ii7 9 subp>agraph 7,d71 by ins]t+ or ,indian tribe or tribal organization1 z ! case may be aft] gov]nm5t2 7iii7 9 p>agraph 7#d71 by ins]t+ or ,indian tribe or tribal organization aft] a ,/ate ! #a/ place x appe>s2 & 7iv7 9 p>agraph 7#e7-- 7,i7 by ins]t+ or ,indian tribe or tribal organization aft] ,ea* ,/ate2 & 7,,ii7 by ins]t+ or ,indian tribe or tribal organization1 z ! case may be aft] ! ,/ate2 & 7,f7 by add+ at ! end ! foll[+3 7d7 ,def9itions ( ,indian tribe & tribal organization ,9 ?is section1 ! t]ms ,indian tribe & tribal organization h ! mean+s giv5 ! t]ms 9 section #dai4 4 7#c7 ,con=m+ am5dm5t ,section #bjaa7b7 ( su* ,act 7#db ,u4,s4,c4 #acig;j7#b77 is am5d$ by /rik+ su* s]vices provid$ to adults z ! ,secret>y may specify & ins]t+ s]vices provid$ by an entity au?oriz$ by or "u ,/ate law address neglect1 abuse1 & exploitation ( old] adults & p ) disabilities4 7c7 ,long-t]m c>e ombudsman program grants & tra9+ ,section #bjdc ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acigm-#b7 is am5d$-- 7#a7 9 subsection 7a71 by /rik+ p>agraph 7#b7 & ins]t+ ! foll[+3 7#b7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y to c>ry out ?is subsection-- 7,a7 #bc1hfj1abe = fiscal ye> #bjbc2 & 7,b7 #ca1hac1ejj = ea* ( fiscal ye>s #bjbd & #bjbe4 2 & 7#b7 9 subsection 7b71 by /rik+ p>agraph 7#b7 & ins]t+ ! foll[+3 7#b7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y #ca1hac1ejj = ea* ( fiscal ye>s #bjbc ?r\gh #bjbe to c>ry out ?is subsection4 4 7d7 ,inc5tives = develop+ & su/a9+ /ructural compet5cy 9 provid+ heal? & human s]vices ,"p ,,ii ( subtitle ,b ( title ,,xx ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acigm-#acigm-#e7 is am5d$ by add+ at ! end ! foll[+3 #bjdg4 ,inc5tives = develop+ & su/a9+ /ructural compet5cy 9 provid+ heal? & human s]vices 7a7 ,grants to ,/ates to support l9kages to legal s]vices & m$ical legal p>tn]%ips 7#a7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y #ecj1bbe1jjj = fiscal ye> #bjbc1 to rema9 available = ! purposes ( ?is subsection ?r\gh fiscal ye> #bjbh4 7#b7 ,grants ,)9 #b ye>s aft] ! date ( ! enactm5t ( ?is section1 ! ,secret>y %all e/abli% & adm9i/] a program ( grants to ,/ates to support ! adoption ( evid5ce-bas$ approa*es to e/abli%+ or improv+ & ma9ta9+ real-"t l9kages betwe5 heal? & social s]vices & supports = vuln]able eld]s or 9 conjunction ) au?oriz$ repres5tatives ( vuln]able eld]s1 includ+ ?r\gh ! foll[+3 7,a7 ,m$ical-legal p>tn]%ips ,! e/abli%m5t & support ( m$ical-legal p>tn]%ips1 ! incorporation ( ! p>tn]%ips 9 ! eld] ju/ice framework & heal? & human s]vices safety net1 & ! implem5tation & op]ation ( su* a p>tn]%ip by an eligible grantee-- 7i7 at ! option ( a ,/ate1 9 conjunction ) an area ag5cy on ag+2 7ii7 9 a solo provid] practice 9 a heal? pr(essional %ortage area 7z def9$ 9 section #ccb7;a7 ( ! ,public ,heal? ,s]vice ,act71 a m$ically und]s]v$ community 7z def9$ 9 section #cii,v ( su* ,act71 or a rural area 7z def9$ 9 section #ccj;,j ( su* ,act72 7iii7 9 a m9ority-s]v+ in/itution ( high] le>n+ ) heal?1 law1 & social s]vices pr(essional programs2 7iv7 9 a f$]ally qualifi$ heal? c5t]1 z describ$ 9 section #ccj ( ! ,public ,heal? ,s]vice ,act1 or look-alike1 z describ$ 9 section #aije7l77#b77;,b7 ( ?is ,act2 or 7v7 9 c]ta9 hospitals t are critical access hospitals1 ,m$ic>e-dep5d5t hospitals1 sole community hospitals1 rural em]g5cy hospitals1 or t s]ve a high proportion ( ,m$ic>e or ,m$icaid pati5ts4 7,b7 ,legal hotl9es developm5t or expansion ,! provision ( inc5tives to develop1 enhance1 & integrate plat=ms1 su* z legal assi/ance hotl9es1 t help to facilitate ! id5tification ( old] adults :o c\ld b5efit f l9kages to available legal s]vices su* z ^? describ$ 9 subp>agraph 7,a74 7#c7 ,/ate reports ,ea* ,/ate to :i* a grant is made "u ?is subsection %all submit to ! ,secret>y biannual reports on ! activities c>ri$ out by ! ,/ate pursuant to ?is subsection1 :i* %all include assessm5ts ( ! effectiv5ess ( ! activities ) respect to-- 7,a7 ! numb] ( unique individuals id5tifi$ ?r\gh ! me*anism outl9$ 9 p>agraph 7#b77;,b7 :o are ref]r$ to s]vices describ$ 9 p>agraph 7#b77;,a71 & ! av]age "t p]iod associat$ ) resolv+ issues2 7,b7 ! success rate = ref]rals to community-bas$ res\rces2 & 7,c7 o!r factors det]m9$ relevant by ! ,secret>y4 7#d7 ,evaluation ,! ,secret>y %all1 by grant1 contract1 or int]ag5cy agreem5t1 evaluate ! activities conduct$ pursuant to ?is subsection1 :i* %all include a comp>ison among ! ,/ates4 7#e7 ,supplem5t n supplant ,support provid$ to area ag5cies on ag+1 ,/ate units on ag+1 eligible entities1 or o!r community-bas$ organizations pursuant to ?is subsection %all be us$ to supplem5t & n supplant any o!r ,f$]al1 ,/ate1 or local funds exp5d$ to provide ! same or comp>able s]vices describ$ 9 ?is subsection4 7b7 ,grants & tra9+ to support area ag5cies on ag+ or o!r community-bas$ organizations to address social isolation among vuln]able old] adults & p ) disabilities 7#a7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y #bfe1aab1ejj = fiscal ye> #bjbc1 to rema9 available = ! purposes ( ?is subsection ?r\gh fiscal ye> #bjbh4 7#b7 ,grants ,! ,secret>y %all make grants to eligible area ag5cies on ag+ or o!r community-bas$ organizations = ! purpose (-- 7,a7 conduct+ outrea* to individuals at risk =1 or already exp]i5c+1 social isolation or lonel9ess1 ?r\gh e/abli%$ scre5+ tools or o!r me?ods id5tifi$ by ! ,secret>y2 7,b7 develop+ community-bas$ int]v5tions = ! purposes ( mitigat+ lonel9ess or social isolation 7includ+ evid5ce-bas$ programs1 z def9$ by ! ,secret>y1 develop$ ) multi-/akehold] input = ! purposes ( promot+ social connection1 mitigat+ social isolation or lonel9ess1 or prev5t+ social isolation or lonel9ess7 among at-risk individuals2 7,c7 connect+ at-risk individuals ) community social & cl9ical supports2 & 7,d7 evaluat+ ! effect ( programs develop$ & implem5t$ "u subp>agraphs 7,b7 & 7,c74 7#c7 ,tra9+ ,! ,secret>y %all e/abli% programs to provide & improve tra9+ = area ag5cies on ag+ or community-bas$ organizations ) respect to address+ & prev5t+ social isolation & lonel9ess among old] adults & p ) disabilities4 7#d7 ,evaluation ,n lat] ?an #c ye>s aft] ! date ( ! enactm5t ( ?is section & at lea/ once aft] fiscal ye> #bjbe1 ! ,secret>y %all submit to ! ,congress a writt5 report :i* assesses ! ext5t to :i* ! programs e/abli%$ "u ?is subsection address social isolation & lonel9ess among old] adults & p ) disabilities4 7#e7 ,coord9ation ,! ,secret>y %all coord9ate ) res\rce c5t]s1 grant programs1 or o!r fund+ me*anisms e/abli%$ "u section #daa7;a77#ah7 ( ! ,old] ,am]icans ,act 7#db ,u4,s4,c4 #cjcb7;a77#ah771 section #dag7;a77#a7 ( su* ,act 7#db ,u4,s4,c4 #cjcb;,f7a77#a771 or o!r programs z det]m9$ by ! ,secret>y4 7c7 ,def9itions ,9 ?is section3 7#a7 ,area ag5cy on ag+ ,! t]m area ag5cy on ag+ means an area ag5cy on ag+ designat$ "u section #cje ( ! ,old] ,am]icans ,act ( #aife4 7#b7 ,social isolation ,! t]m social isolation means objectively be+ alone1 or hav+ few relation%ips or infrequ5t social contact4 7#c7 ,lonel9ess ,! t]m lonel9ess means subjectively feel+ alone1 or ! discrepancy betwe5 "o's desir$ level ( social connection & "o's actual level ( social connection4 7#d7 ,social connection ,! t]m social connection means ! v>iety ( ways "o c connect to o!rs socially1 ?r\gh physical1 behavioral1 social-cognitive1 & emotional *annels4 7#e7 ,community-bas$ organization ,! t]m community-bas$ organization includes1 except z o!rwise provid$ by ! ,secret>y1 a nonpr(it community-bas$ organization1 a consortium ( nonpr(it community-bas$ organizations1 a national nonpr(it organization act+ z an int]m$i>y = a community-bas$ organization1 or a community-bas$ organization t has a fiscal sponsor t all[s ! organization to function z an organization describ$ 9 section #eja7;c77#c7 ( ! ,int]nal ,rev5ue ,code ( #aihf & exempt f taxation "u section #eja7;a7 ( su* ,code4 4 7e7 ,te*nical am5dm5t ,section #bjaa7ab77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;j7#ab77;,a77 is am5d$ by /rik+ #dej;b & ins]t+ #ecjd4 #acdbjb4 ,appropriation = assessm5ts ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices #e1cjb1bej = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf to prep>e & submit to ! ,committee on ,ways & ,means ( ! ,h\se ( ,repres5tatives & ! ,committee on ,f9ance ( ! ,s5ate1 n lat] ?an #c ye>s aft] ! date ( enactm5t ( ?is ,act1 & at lea/ once aft] fiscal ye> #bjbe1 reports on ! programs1 coord9at+ bodies1 regi/ries1 & activities e/abli%$ or au?oriz$ "u subtitle ,b ( title ,,xx ( ! ,social ,security ,act or section #fgjc7;b7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #acie;i-#c;a71 :i* %all assess ! ext5t to :i* su* programs1 coord9at+ bodies1 regi/ries1 & activities h improv$ access to1 & ! quality (1 res\rces available to ag+ ,am]icans & _! c>egiv]s to ultimately prev5t1 detect1 & treat abuse1 neglect1 & exploitation1 & %all include1 z appropriate1 recomm5dations to ,congress on fund+ levels & policy *anges to help ^! programs1 coord9at+ bodies1 regi/ries1 & activities bett] prev5t1 detect1 & treat abuse1 neglect1 & exploitation ( ag+ ,am]icans4 ,e ,infra/ructure ,f9anc+ & ,community ,developm5t #acejja4 ,am5dm5t ( #aihf ,code ,except z o!rwise expressly provid$1 :5ev] 9 ?is subtitle an am5dm5t or repeal is express$ 9 t]ms ( an am5dm5t to1 or repeal (1 a section or o!r provision1 ! ref]5ce %all be consid]$ to be made to a section or o!r provision ( ! ,int]nal ,rev5ue ,code ( #aihf4 #a ,l[ ,income ,h\s+ ,cr$it #aceaja4 ,increases 9 ,/ate allocations 7a7 ,9 g5]al ,section #db7;h77#c77;,i7 is am5d$ to read z foll[s3 7,i7 ,increase 9 ,/ate h\s+ cr$it ceil+ aft] #bjba 7i7 ,9 g5]al ,9 ! case ( cal5d> ye>s #bjbb ?r\gh #bjbe1 ! doll> am\nts "u subclauses 7,i7 & 7,,ii7 ( subp>agraph 7,c77ii7 = any su* cal5d> ye> %all be det]m9$ 9 accordance ) ! foll[+ table3 ,9 ! case ( cal5d> ye>3,! subclause 7,i7 am\nt %all be3,! subclause 7,,ii7 am\nt %all be3#bjbbc4adc1fbi1jifbjbcc4edd1jha1hbebj bdc4igd1ehb1jecbjbeb4fec1abj1jjj 7ii7 ,inflation adju/m5t aft] #bjbe ,9 ! case ( cal5d> ye>s aft] #bjbe1 ! subclause 7,i7 & 7,,ii7 doll> am\nts %all be ! respective doll> am\nts correspond+ to cal5d> ye> #bjbe 9 ! table "u clause 7i7 ea* increas$ by an am\nt equal to-- 7,i7 su* doll> am\nt1 multipli$ by 7,,ii7 ! co/-(-liv+ adju/m5t det]m9$ "u section #a7;f77#c7 = su* cal5d> ye> by sub/itut+ cal5d> ye> #bjbd = cal5d> ye> #bjaf 9 p>agraph 7,a77ii7 !re(4 ,any increase "u ?is clause %all be r\nd$ to ! ne>e/ c5t 9 ! case ( ! subclause 7,i7 am\nt & ! ne>e/ doll> 9 ! case ( ! subclause 7,,ii7 am\nt4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to cal5d> ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #aceajb4 ,tax-exempt bond f9anc+ requirem5t 7a7 ,9 g5]al ,section #db7;h77#d77;,b7 is am5d$ to read z foll[s3 7,b7 ,special rule :]e a requir$ p]c5t ( build+s is f9anc$ ) tax-exempt bonds subject to volume cap ,= purposes ( subp>agraph 7,a71 p>agraph 7#a7 %all n apply to any portion ( ! cr$it all[able "u subsection 7a7 ) respect to a build+ if-- 7i7 #ej p]c5t or m ( ! aggregate basis ( any su* build+ & ! l& on :i* ! build+ is locat$ is f9anc$ by any obligation describ$ 9 subp>agraph 7,a71 or 7ii7 #be p]c5t or m ( ! aggregate basis ( su* build+ & ! l& on :i* ! build+ is locat$ is f9anc$ by any obligation describ$ 9 subp>agraph 7,a7 & issu$ 9 cal5d> ye> #bjbb1 #bjbc1 #bjbd1 #bjbe1 or #bjbf4 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to any build+ "s portion ( :i*1 or ( ! l& on :i* ! build+ is locat$1 is f9anc$ by an obligation :i* is describ$ 9 section #db7;h77#d77;,a7 & :i* is "p ( an issue ! issue date ( :i* is aft] ,decemb] #ca1 #bjba4 #aceajc4 ,build+s designat$ to s]ve extremely l[-income h\seholds 7a7 ,res]v$ ,/ate allocation 7#a7 ,9 g5]al ,section #db7;h7 is am5d$-- 7,a7 by r$esignat+ p>agraphs 7#f71 7#g71 & 7#h7 z p>agraphs 7#g71 7#h71 & 7#i71 respectively1 & 7,b7 by ins]t+ aft] p>agraph 7#e7 ! foll[+ new p>agraph3 7#f7 ,portion ( ,/ate ceil+ set-aside = projects designat$ to s]ve extremely l[-income h\seholds 7,a7 ,9 g5]al ,n m ?an #ib p]c5t ( ! portion ( ! ,/ate h\s+ cr$it ceil+ am\nt describ$ 9 p>agraph 7#c77;,c77ii7 = any ,/ate = any cal5d> ye> %all be allocat$ to build+s o!r ?an build+s describ$ 9 subp>agraph 7,b74 7,b7 ,build+s describ$ ,a build+ is describ$ 9 ?is subp>agraph if #bj p]c5t or m ( ! resid5tial units 9 su* build+ are r5t-re/rict$ 7det]m9$ z if ! imput$ income limitation applicable to su* units 7 #cj p]c5t ( area m$ian gross income7 & are designat$ by ! taxpay] = occupancy by h\seholds ! aggregate h\sehold income ( :i* does n exce$ ! great] (-- 7i7 #cj p]c5t ( area m$ian gross income1 or 7ii7 #ajj p]c5t ( an am\nt equal to ! ,f$]al pov]ty l9e 7)9 ! mean+ ( section #cf;,b7d77#c774 7,c7 ,exception ,a build+ %all n be treat$ z describ$ 9 subp>agraph 7,b7 if su* build+ is a "p ( a qualifi$ l[-income h\s+ project elect$ by ! taxpay] to meet ! requirem5ts ( subsection 7f77#a77;,c74 7,d7 ,/ate may n ov]ride set-aside ,no?+ 9 subp>agraph 7,f7 ( p>agraph 7#c7 %all be con/ru$ to p]mit a ,/ate n to comply ) subp>agraph 7,a7 ( ?is p>agraph4 4 7#b7 ,con=m+ am5dm5t ,section #db7;b77#d77;,c7 is am5d$ by /rik+ 7h77#g7 & ins]t+ 7h77#h74 7b7 ,increase 9 cr$it ,p>agraph 7#e7 ( section #db7;d7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,increase 9 cr$it = projects designat$ to s]ve extremely l[-income h\seholds 7i7 ,9 g5]al ,9 ! case ( any build+-- 7,i7 :i* is describ$ 9 subsection 7h77#f77;,b71 & 7,,ii7 :i* is designat$ by ! h\s+ cr$it ag5cy z requir+ ! increase 9 cr$it "u ?is subp>agraph 9 ord] = su* build+ to be f9ancially feasible z "p ( a qualifi$ l[-income h\s+ project1 subp>agraph 7,b7 %all n apply to ! portion ( su* build+ :i* is compris$ ( su* units1 & ! eligible basis ( su* portion ( ! build+ %all be #aej p]c5t ( su* basis det]m9$ )\t reg>d to ?is subp>agraph4 7ii7 ,allocation rules applicable to projects to :i* clause 7i7 applies 7,i7 ,/ate h\s+ cr$it ceil+ ,= any cal5d> ye>1 ! h\s+ cr$it ag5cy %all n allocate m ?an #ac p]c5t ( ! portion ( ! ,/ate h\s+ cr$it ceil+ am\nt describ$ 9 subsection 7h77#c77;,c77ii7 to build+s to :i* clause 7i7 applies1 & 7,,ii7 ,private activity bond volume cap ,9 ! case ( projects f9anc$ by tax-exempt bonds z describ$ 9 subsection 7h77#d71 = any cal5d> ye>1 ! ,/ate %all n issue m ?an #h p]c5t ( ! private activity bond volume cap z describ$ 9 section #adf7;d77#a7 to build+s to :i* clause 7i7 applies4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to allocations ( h\s+ cr$it doll> am\nt aft] ,decemb] #ca1 #bjba1 & to build+s t are describ$ 9 section #db7;h77#d77;,b7 tak+ into acc\nt only obligations t are "p ( an issue ! issue date ( :i* is aft] ,decemb] #ca1 #bjba4 #aceajd4 ,repeal ( qualifi$ contract option 7a7 ,t]m9ation ( option = c]ta9 build+s 7#a7 ,9 g5]al ,subclause 7,,ii7 ( section #db7;h77#g77;,e77i71 z r$esignat$ by section #acedjc1 is am5d$ by ins]t+ 9 ! case ( a build+ describ$ 9 clause 7iii71 be=e on ! la/ day4 7#b7 ,build+s describ$ ,subp>agraph 7,e7 ( section #db7;h77#g71 z s r$esignat$1 is am5d$ by add+ at ! end ! foll[+ new clause3 7iii7 ,build+s describ$ ,a build+ describ$ 9 ?is clause is a build+-- 7,i7 :i* receiv$ its allocation ( h\s+ cr$it doll> am\nt be=e ,janu>y #a1 #bjbb1 or 7,,ii7 9 ! case ( a build+ any portion ( :i* is f9anc$ z describ$ 9 p>agraph 7#d71 & :i* receiv$ be=e ,janu>y #a1 #bjbb1 "u ! rules ( p>agraphs 7#a7 & 7#b7 ( subsection 7m71 a det]m9ation f ! issu] ( ! tax-exempt bonds or ! h\s+ cr$it ag5cy t ! build+ w\ld be eligible "u ! qualifi$ allocation plan to receive an allocation ( h\s+ cr$it doll> am\nt or t ! cr$its to be e>n$ are necess>y = f9ancial feasibility ( ! project & its viability z a qualifi$ l[-income h\s+ project ?r\gh\t ! cr$it p]iod4 4 7b7 ,rules relat+ to exi/+ projects ,subp>agraph 7,f7 ( section #db7;h77#g71 z r$esignat$ by section #acedjc1 is am5d$ by /rik+ ! nonl[-income portion & all t foll[s & ins]t+ ! nonl[-income portion & ! l[-income portion ( ! build+ = fair m>ket value 7det]m9$ by ! h\s+ cr$it ag5cy by tak+ into acc\nt ! r5t re/rictions requir$ = ! l[-income portion ( ! build+ to cont9ue to meet ! /&>ds ( p>agraphs 7#a7 & 7#b7 ( subsection 7g774 ,! ,secret>y %all prescribe su* regulations z may be necess>y or appropriate to c>ry out ?is p>agraph44 7c7 ,con=m+ am5dm5ts 7#a7 ,p>agraph 7#g7 ( section #db7;h71 z r$esignat$ by section #acedjc1 is am5d$ by /rik+ subp>agraph 7,g7 & by r$esignat+ subp>agraphs 7,h71 7,i71 7,j71 & 7,k7 z subp>agraphs 7,g71 7,h71 7,i71 & 7,j71 respectively4 7#b7 ,subclause 7,,ii7 ( section #db7;h77#g77;,e77i71 z s r$esignat$ & z am5d$ by subsection 7a71 is fur!r am5d$ by /rik+ subp>agraph 7,i7 & ins]t+ subp>agraph 7,h74 7d7 ,effective dates 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 ! am5dm5ts made by ?is section %all take effect on ! date ( ! enactm5t ( ?is ,act4 7#b7 ,subsection 7b7 ,! am5dm5ts made by subsection 7b7 %all apply to build+s ) respect to :i* a writt5 reque/ describ$ 9 section #db7;h77#g77;,h7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 z r$esignat$ by section #acedjc & subsection 7c71 is submitt$ aft] ! date ( ! enactm5t ( ?is ,act4 #aceaje4 ,modification & cl>ification ( rights relat+ to build+ pur*ase 7a7 ,modification ( "r ( fir/ refusal 7#a7 ,9 g5]al ,subp>agraph 7,a7 ( section #db7;i77#g7 is am5d$ by /rik+ a "r ( #a/ refusal & ins]t+ an option4 7#b7 ,con=m+ am5dm5t ,! head+ ( p>agraph 7#g7 ( section #db7;i7 is am5d$ by /rik+ "r ( #a/ refusal & ins]t+ option4 7b7 ,cl>ification ) respect to "r ( fir/ refusal & pur*ase options 7#a7 ,pur*ase ( p>tn]%ip int]e/ 7,a7 ,9 g5]al ,subp>agraph 7,a7 ( section #db7;i77#g71 z am5d$ by subsection 7a71 is am5d$ by /rik+ ! prop]ty & ins]t+ ! prop]ty or all ( ! p>tn]%ip int]e/s 7o!r ?an int]e/s ( ! p]son ex]cis+ su* option or a relat$ p>ty !reto 7)9 ! mean+ ( section #bfg7;b7 or #gjg7;b77#a777 relat+ to ! prop]ty4 7,b7 ,application to ,s corporations & o!r pass-?r\gh entities ,subp>agraph 7,a7 ( section #db7;i77#g7 is am5d$ by add+ at ! end ! foll[+3 ,except z provid$ by ! ,secret>y1 ! rules ( ?is p>agraph %all apply to ,s corporations & o!r pass-?r\gh entities 9 ! same mann] z su* rules apply to p>tn]%ips4 7,c7 ,con=m+ am5dm5t ,subp>agraph 7,b7 ( section #db7;i77#g7 is am5d$ by add+ at ! end ! foll[+3 ,9 ! case ( a pur*ase ( all ( ! p>tn]%ip int]e/s1 ! m9imum pur*ase price "u ?is subp>agraph %all be an am\nt n less ?an ! sum ( ! int]e/s' %>es ( ! am\nt :i* w\ld be det]m9$ ) respect to ! prop]ty "u ?is subp>agraph )\t reg>d to ?is s5t5ce44 7#b7 ,prop]ty includes assets relat+ to ! build+ ,p>agraph 7#g7 ( section #db7;i7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,prop]ty ,= purposes ( subp>agraph 7,a71 ! t]m prop]ty may include all or any ( ! assets held = ! developm5t1 op]ation1 or ma9t5ance ( a build+4 4 7#c7 ,ex]cise ( "r ( fir/ refusal & pur*ase options ,subp>agraph 7,a7 ( section #db7;i77#g71 z am5d$ by subsection 7a7 & p>agraph 7#a77;,a71 is am5d$ by add+ at ! end ! foll[+3 8,= purposes ( det]m9+ :e!r an option1 includ+ a "r ( fir/ refusal1 to pur*ase prop]ty or all ( ! p>tn]%ip int]e/s hold+ 7directly or indirectly7 su* prop]ty is describ$ 9 ! prec$+ s5t5ce-- 7i7 su* option or "r ( fir/ refusal %all be ex]cisable ) or )\t ! approval ( any own] ( ! project 7includ+ any p>tn]1 memb]1 or affiliat$ organization ( su* an own]71 & 7ii7 a "r ( fir/ refusal %all be ex]cisable 9 response to any (f] to pur*ase ! prop]ty or all ( ! p>tn]%ip int]e/s1 includ+ an (f] by a relat$ p>ty4 4 7c7 ,o!r con=m+ am5dm5t ,subp>agraph 7,b7 ( section #db7;i77#g71 z am5d$ by subsection 7b71 is am5d$ by /rik+ ! sum ( & all t foll[s ?r\gh application ( clause 7ii74 & ins]t+ ! foll[+3 ! pr9cipal am\nt ( out/&+ indebt$ness secur$ by ! build+ 7o!r ?an indebt$ness incurr$ )9 ! #e-ye> p]iod end+ on ! date ( ! sale to ! t5ants744 7d7 ,effective dates 7#a7 ,modification ( "r ( fir/ refusal ,! am5dm5ts made by subsections 7a7 & 7c7 %all apply to agreem5ts ent]$ into or am5d$ aft] ! date ( ! enactm5t ( ?is ,act4 7#b7 ,cl>ification ,! am5dm5ts made by subsection 7b7 %all apply to agreem5ts among ! own]s ( ! project 7includ+ p>tn]s1 memb]s1 & _! affiliat$ organizations7 & p]sons describ$ 9 section #db7;i77#g77;,a7 ( ! ,int]nal ,rev5ue ,code ( #aihf ent]$ into be=e1 on1 or aft] ! date ( ! enactm5t ( ?is ,act4 7#c7 ,no effect on agreem5ts ,none ( ! am5dm5ts made by ?is section is int5d$ to sup]s$e express language 9 any agreem5t ) respect to ! t]ms ( a "r ( fir/ refusal or option p]mitt$ by section #db7;i77#g7 ( ! ,int]nal ,rev5ue ,code ( #aihf 9 effect on ! date ( ! enactm5t ( ?is ,act4 #b ,neighborhood ,homes ,inve/m5t ,act #acebja4 ,neighborhood homes cr$it 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #db ! foll[+ new section3 #db;,a4 ,neighborhood homes cr$it 7a7 ,all[ance ( cr$it ,= purposes ( section #ch1 ! neighborhood homes cr$it det]m9$ "u ?is section = ! taxable ye> is1 ) respect to ea* qualifi$ resid5ce sold by ! taxpay] dur+ su* taxable ye> 9 an af=dable sale1 ! less] (-- 7#a7 ! excess 7if any7 (-- 7,a7 ! reasonable developm5t co/s paid or incurr$ by ! taxpay] ) respect to su* qualifi$ resid5ce1 ov] 7,b7 ! sale price ( su* qualifi$ resid5ce 7r$uc$ by any reasonable exp5ses paid or incurr$ by ! taxpay] 9 connection ) su* sale71 or 7#b7 #ce p]c5t ( ! less] (-- 7,a7 ! eligible developm5t co/s paid or incurr$ by ! taxpay] ) respect to su* qualifi$ resid5ce1 or 7,b7 #hj p]c5t ( ! national m$ian sale price = new homes 7z det]m9$ pursuant to ! mo/ rec5t c5sus data available z ( ! date on :i* ! neighborhood homes cr$it ag5cy makes an allocation = ! qualifi$ project74 7b7 ,developm5t co/s ,= purposes ( ?is section-- 7#a7 ,reasonable developm5t co/s 7,a7 ,9 g5]al ,! t]m reasonable developm5t co/s means am\nts paid or incurr$ = ! acquisition ( build+s & l&1 con/ruction1 sub/antial rehabilitation1 demolition ( /ructures1 or environm5tal rem$iation1 to ! ext5t t ! neighborhood homes cr$it ag5cy det]m9es t su* am\nts meet ! /&>ds specifi$ pursuant to subsection 7f77#a77;,c7 7z ( ! date on :i* con/ruction or sub/antial rehabilitation is sub/antially complete1 z det]m9$ by su* ag5cy7 & are necess>y to ensure ! f9ancial feasibility ( su* qualifi$ resid5ce4 7,b7 ,consid]ations 9 mak+ det]m9ation ,9 mak+ ! det]m9ation "u subp>agraph 7,a71 ! neighborhood homes cr$it ag5cy %all consid]-- 7i7 ! s\rces & uses ( funds & ! total f9anc+1 7ii7 any proce$s or receipts g5]at$ or expect$ to be g5]at$ by reason ( tax b5efits1 & 7iii7 ! reasonabl5ess ( ! developm5tal co/s & fees4 7#b7 ,eligible developm5t co/s ,! t]m eligible developm5t co/s means ! am\nt :i* w\ld be reasonable developm5t co/s if ! am\nts tak5 into acc\nt z paid or incurr$ = ! acquisition ( build+s & l& did n exce$ #ge p]c5t ( su* co/s det]m9$ )\t reg>d to any am\nt paid or incurr$ = ! acquisition ( build+s & l&4 7#c7 ,sub/antial rehabilitation ,! t]m sub/antial rehabilitation means am\nts paid or incurr$ = rehabilitation ( a qualifi$ resid5ce if su* am\nts exce$ ! great] (-- 7,a7 #bj1jjj1 or 7,b7 #bj p]c5t ( ! am\nts paid or incurr$ by ! taxpay] = ! acquisition ( build+s & l& ) respect to su* qualifi$ resid5ce4 7#d7 ,con/ruction & rehabilitation only aft] allocation tak5 into acc\nt 7,a7 ,9 g5]al ,! t]ms reasonable developm5t co/s & eligible developm5t co/s %all n include any am\nt paid or incurr$ be=e ! date on :i* an allocation is made to ! taxpay] "u subsection 7e7 ) respect to ! qualifi$ project ( :i* ! qualifi$ resid5ce is "p unless su* am\nt is paid or incurr$ = ! acquisition ( build+s or l&4 7,b7 ,l& & build+ acquisition co/s ,am\nts paid or incurr$ = ! acquisition ( build+s or l& %all be includ$ "u p>agraph 7,a7 only if paid or incurr$ n m ?an #c ye>s be=e ! date on :i* ! allocation ref]r$ to 9 subp>agraph 7,a7 is made4 ,if ! taxpay] acquir$ any build+ or l& f an entity 7or any relat$ p>ty to su* entity7 t holds an own]%ip int]e/ 9 ! taxpay]1 !n su* entity mu/ also h acquir$ su* prop]ty )9 su* #c-ye> p]iod1 & ! acquisition co/ includ$ "u subp>agraph 7,a7 ) respect to ! taxpay] %all n exce$ ! am\nt su* entity paid or incurr$ to acquire su* prop]ty4 7c7 ,qualifi$ resid5ce ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ resid5ce means a resid5ce t-- 7,a7 is real prop]ty affix$ on a p]man5t f\ndation1 7,b7 is-- 7i7 a h\se :i* is compris$ ( #d or few] resid5tial units1 7ii7 a condom9ium unit1 or 7iii7 a h\se or an ap>tm5t own$ by a coop]ative h\s+ corporation 7z def9$ 9 section #baf7;b771 7,c7 is "p ( a qualifi$ project ) respect to ! neighborhood homes cr$it ag5cy has made an allocation "u subsection 7e71 & 7,d7 is locat$ 9 a qualifi$ c5sus tract 7det]m9$ z ( ! date ( su* allocation74 7#b7 ,qualifi$ c5sus tract 7,a7 ,9 g5]al ,! t]m qualifi$ c5sus tract means a c5sus tract-- 7i7 :i*-- 7,i7 has a m$ian family income :i* does n exce$ #hj p]c5t ( ! m$ian family income = ! applicable area1 7,,ii7 has a pov]ty rate t is n less ?an #acj p]c5t ( ! pov]ty rate ( ! applicable area1 & 7,,iii7 has a m$ian value = own]-occupi$ homes t does n exce$ ! m$ian value = own]-occupi$ homes 9 ! applicable area1 7ii7 :i*-- 7,i7 is locat$ 9 a city :i* has a population ( n less ?an #ej1jjj & su* city has a pov]ty rate t is n less ?an #aej p]c5t ( ! pov]ty rate ( ! applicable area1 7,,ii7 has a m$ian family income :i* does n exce$ ! m$ian family income = ! applicable area1 & 7,,iii7 has a m$ian value = own]-occupi$ homes t does n exce$ #hj p]c5t ( ! m$ian value = own]-occupi$ homes 9 ! applicable area1 7iii7 :i*-- 7,i7 is locat$ 9 a nonmetropolitan c\nty1 7,,ii7 has a m$ian family income :i* does n exce$ ! m$ian family income = ! applicable area1 & 7,,iii7 has be5 designat$ by a neighborhood homes cr$it ag5cy "u ?is clause1 or 7iv7 :i* is n o!rwise a qualifi$ c5sus tract & is locat$ 9 a disa/] area 7z def9$ 9 section #gejh;,a7d77#c771 b only ) respect to cr$its allocat$ 9 any p]iod dur+ :i* ! ,presid5t ( ! ,unit$ ,/ates has det]m9$ t su* area w>rants individual or individual & public assi/ance by ! ,f$]al ,gov]nm5t "u ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act4 7,b7 ,applicable area ,! t]m applicable area means-- 7i7 9 ! case ( a metropolitan c5sus tract1 ! metropolitan area 9 :i* su* c5sus tract is locat$1 & 7ii7 9 ! case ( a c5sus tract o!r ?an a c5sus tract describ$ 9 clause 7i71 ! ,/ate4 7d7 ,af=dable sale ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m af=dable sale means a sale to a qualifi$ home[n] ( a qualifi$ resid5ce t ! neighborhood homes cr$it ag5cy c]tifies z meet+ ! /&>ds promulgat$ "u subsection 7f77#a77;,d7 = a price t does n exce$-- 7,a7 9 ! case ( any qualifi$ resid5ce n describ$ 9 subp>agraph 7,b71 7,c71 or 7,d71 ! am\nt equal to ! product ( #d multipli$ by ! m$ian family income = ! applicable area 7z det]m9$ pursuant to ! mo/ rec5t c5sus data available z ( ! date ( ! contract = su* sale71 7,b7 9 ! case ( a h\se compris$ ( #b resid5tial units1 #abe p]c5t ( ! am\nt describ$ 9 subp>agraph 7,a71 7,c7 9 ! case ( a h\se compris$ ( #c resid5tial units1 #aej p]c5t ( ! am\nt describ$ 9 subp>agraph 7,a71 or 7,d7 9 ! case ( a h\se compris$ ( #d resid5tial units1 #age p]c5t ( ! am\nt describ$ 9 subp>agraph 7,a74 7#b7 ,qualifi$ home[n] ,! t]m qualifi$ home[n] means1 ) respect to a qualifi$ resid5ce1 an individual-- 7,a7 :o owns & uses su* qualifi$ resid5ce z ! pr9cipal resid5ce ( su* individual1 & 7,b7 ^: family income 7det]m9$ z ( ! date t a b9d+ contract = ! af=dable sale ( su* resid5ce is ent]$ into7 is #adj p]c5t or less ( ! m$ian family income = ! applicable area 9 :i* ! qualifi$ resid5ce is locat$4 7e7 ,cr$it ceil+ & allocations 7#a7 ,cr$it limit$ bas$ on allocations to qualifi$ projects 7,a7 ,9 g5]al ,! cr$it all[$ "u subsection 7a7 to any taxpay] = any taxable ye> ) respect to "o or m qualifi$ resid5ces :i* are "p ( ! same qualifi$ project %all n exce$ ! excess 7if any7 (-- 7i7 ! am\nt allocat$ by ! neighborhood homes cr$it ag5cy "u ?is p>agraph to su* taxpay] ) respect to su* qualifi$ project1 ov] 7ii7 ! aggregate am\nt ( cr$it all[$ "u subsection 7a7 to su* taxpay] ) respect to qualifi$ resid5ces :i* are a "p ( su* qualifi$ project = all prior taxable ye>s4 7,b7 ,deadl9e = completion ,no cr$it %all be all[$ "u subsection 7a7 ) respect to any qualifi$ resid5ce unless ! af=dable sale ( su* resid5ce is dur+ ! #e-ye> p]iod beg9n+ on ! date ( ! allocation to ! qualifi$ project ( :i* su* resid5ce is a "p 7or1 9 ! case ( a qualifi$ resid5ce to :i* subsection 7i7 applies1 ! rehabilitation ( su* resid5ce is complet$ dur+ su* #e-ye> p]iod74 7#b7 ,limitations on allocations to qualifi$ projects 7,a7 ,allocations limit$ by ,/ate neighborhood homes cr$it ceil+ ,! aggregate am\nt allocat$ to taxpay]s ) respect to qualifi$ projects by ! neighborhood homes cr$it ag5cy ( any ,/ate = any cal5d> ye> %all n exce$ ! ,/ate neighborhood homes cr$it am\nt ( su* ,/ate = su* cal5d> ye>4 7,b7 ,set-aside = c]ta9 projects involv+ qualifi$ nonpr(it organizations ,rules simil> to ! rules ( section #db7;h77#e7 %all apply = purposes ( ?is section4 7#c7 ,det]m9ation ( ,/ate neighborhood homes cr$it ceil+ 7,a7 ,9 g5]al ,! ,/ate neighborhood homes cr$it am\nt = a ,/ate = a cal5d> ye> is an am\nt equal to ! sum (-- 7i7 ! great] (-- 7,i7 ! product ( #c 7#f 9 ! case ( cal5d> ye> #bjbe71 multipli$ by ! ,/ate population 7det]m9$ 9 accordance ) section #adf7;j771 or 7,,ii7 #d1jjj1jjj 7#h1jjj1jjj 9 ! case ( cal5d> ye> #bjbe71 & 7ii7 any am\nt previ\sly allocat$ to any taxpay] ) respect to any qualifi$ project by ! neighborhood homes cr$it ag5cy ( su* ,/ate :i* c no long] be allocat$ to any qualifi$ resid5ce because ! #e-ye> p]iod describ$ 9 p>agraph 7#a77;,b7 expires dur+ cal5d> ye>4 7,b7 ,t]m9ation ( additional am\nts ,! am\nt det]m9$ "u subp>agraph 7,a77i7 %all be z]o ) respect to any cal5d> ye> beg9n+ aft] ,decemb] #ca1 #bjbe4 7,c7 #c-ye> c>ry=w>d ( unus$ limitation ,! ,/ate neighborhood homes cr$it am\nt = a ,/ate = a cal5d> ye> %all be increas$ by ! excess 7if any7 ( ! ,/ate neighborhood homes cr$it am\nt = su* ,/ate = ! prec$+ cal5d> ye> ov] ! aggregate am\nt allocat$ by ! neighborhood homes cr$it ag5cy ( su* ,/ate dur+ su* prec$+ cal5d> ye>4 ,any am\nt c>ri$ =w>d "u ! prec$+ s5t5ce %all n be c>ri$ pa/ ! ?ird cal5d> ye> aft] ! cal5d> ye> 9 :i* su* cr$it am\nt orig9ally arose1 det]m9$ on a fir/-91 fir/-out basis4 7f7 ,responsibilities ( neighborhood homes cr$it ag5cies 7#a7 ,9 g5]al ,not)/&+ subsection 7e71 ! ,/ate neighborhood homes cr$it doll> am\nt %all be z]o = a cal5d> ye> unless ! neighborhood homes cr$it ag5cy ( ! ,/ate-- 7,a7 allocates su* am\nt pursuant to a qualifi$ allocation plan ( ! neighborhood homes cr$it ag5cy1 7,b7 allocates n m ?an #bj p]c5t ( am\nts allocat$ 9 ! previ\s ye> 7or = allocations made 9 #bjbb1 n m ?an #bj p]c5t ( ! neighborhood homes cr$it ceil+ = su* ye>7 to projects ) respect to qualifi$ resid5ces :i*-- 7i7 are locat$ 9 c5sus tracts describ$ 9 subsection 7c77#b77;,a77iii71 7c77#b77;,a77iv71 7i77#e71 or 7ii7 are n locat$ 9 a qualifi$ c5sus tract b meet ! requirem5ts ( 7i77#h71 7,c7 promulgates /&>ds ) respect to reasonable qualifi$ developm5t co/s & fees1 7,d7 promulgates /&>ds ) respect to con/ruction quality1 7,e7 9 ! case ( any neighborhood homes cr$it ag5cy :i* makes an allocation to a qualifi$ project :i* includes any qualifi$ resid5ce to :i* subsection 7i7 applies1 promulgates /&>ds ) respect to protect+ ! own]s ( su* resid5ces1 includ+ ! capacity ( su* own]s to pay rehabilitation co/s n cov]$ by ! cr$it provid$ by ?is section & provid+ = ! disclosure to su* own]s ( _! rights & responsibilities ) respect to ! rehabilitation ( su* resid5ces1 & 7,f7 submits to ! ,secret>y 7at su* "t & 9 su* mann] z ! ,secret>y may prescribe7 an annual report specify+-- 7i7 ! am\nt ( ! neighborhood homes cr$its allocat$ to ea* qualifi$ project = ! previ\s ye>1 7ii7 ) respect to ea* qualifi$ resid5ce complet$ 9 ! prec$+ cal5d> ye>-- 7,i7 ! c5sus tract 9 :i* su* qualifi$ resid5ce is locat$1 7,,ii7 ) respect to ! qualifi$ project t includes su* qualifi$ resid5ce1 ! ye> 9 :i* su* project receiv$ an allocation "u ?is section1 7,,iii7 :e!r su* qualifi$ resid5ce 0 new1 sub/antially rehabilitat$ & sold to a qualifi$ home[n]1 or sub/antially rehabilitat$ pursuant to subsection 7i71 7,,iv7 ! eligible developm5t co/s ( su* qualifi$ resid5ce1 7,v7 ! am\nt ( ! neighborhood homes cr$it ) respect to su* qualifi$ resid5ce1 7,,vi7 ! sales price ( su* qualifi$ resid5ce1 if applicable1 & 7,,vii7 ! family income ( ! qualifi$ home[n] 7express$ z a p]c5tage ( ! applicable area m$ian family income = ! location ( ! qualifi$ resid5ce71 & 7iii7 su* o!r in=mation z ! ,secret>y may require4 7#b7 ,qualifi$ allocation plan ,= purposes ( ?is subsection1 ! t]m qualifi$ allocation plan means any plan :i*-- 7,a7 sets =? ! selection crit]ia to be us$ to prioritize qualifi$ projects = allocations ( ,/ate neighborhood homes cr$it doll> am\nts1 includ+-- 7i7 ! ne$ = new or sub/antially rehabilitat$ own]-occupi$ homes 9 ! area address$ by ! project1 7ii7 ! expect$ contribution ( ! project to neighborhood /ability & revitalization1 includ+ ! impact on neighborhood resid5ts1 7iii7 ! capability & prior p]=mance ( ! project sponsor1 & 7iv7 ! likelihood ! project w result 9 long-t]m home[n]%ip1 7,b7 has be5 made available = public comm5t1 & 7,c7 provides a proc$ure t ! neighborhood homes cr$it ag5cy 7or any ag5t or contractor ( su* ag5cy7 %all foll[ = purposes (-- 7i7 id5tify+ noncompliance ) any provisions ( ?is section1 & 7ii7 notify+ ! ,int]nal ,rev5ue ,s]vice ( any su* noncompliance ( :i* ! ag5cy becomes aw>e4 7g7 ,repaym5t 7#a7 ,9 g5]al 7,a7 ,sold dur+ #e-ye> p]iod ,if a qualifi$ resid5ce is sold dur+ ! #e-ye> p]iod beg9n+ imm$iately aft] ! af=dable sale ( su* qualifi$ resid5ce ref]r$ to 9 subsection 7a71 ! sell] 7) respect to ! sale dur+ su* #e-ye> p]iod7 %all transf] an am\nt equal to ! repaym5t am\nt to ! relevant neighborhood homes cr$it ag5cy4 7,b7 ,use ( repaym5ts ,a neighborhood homes cr$it ag5cy %all use any am\nt receiv$ pursuant to subp>agraph 7,a7 only = purposes ( qualifi$ projects4 7#b7 ,repaym5t am\nt ,= purposes ( p>agraph 7#a77;,a71 ! repaym5t am\nt is an am\nt equal to #ej p]c5t ( ! ga9 f ! sale to :i* ! repaym5t relates1 r$uc$ by #bj p]c5t = ea* ye> ( ! #e-ye> p]iod ref]r$ to 9 p>agraph 7#a77;,a7 :i* ends be=e ! date ( su* sale4 7#c7 ,li5 = repaym5t am\nt ,a neighborhood homes cr$it ag5cy receiv+ an allocation "u ?is section %all place a li5 on ea* qualifi$ resid5ce t is built or rehabilitat$ z "p ( a qualifi$ project = an am\nt su* ag5cy deems necess>y to ensure pot5tial repaym5t pursuant to p>agraph 7#a77;,a74 7#d7 ,d5ial ( d$uctions if conv]t$ to r5tal h\s+ ,if1 dur+ ! #e-ye> p]iod describ$ 9 p>agraph 7#a71 an individual :o owns a qualifi$ resid5ce fails to use su* qualifi$ resid5ce z su* individual's pr9cipal resid5ce = any p]iod ( "t1 no d$uction %all be all[$ = exp5ses paid or incurr$ by su* individual ) respect to r5t+1 dur+ su* p]iod ( "t1 su* qualifi$ resid5ce4 7#e7 ,waiv] ,! neighborhood homes cr$it ag5cy may waive ! repaym5t requir$ "u p>agraph 7#a77;,a7 9 ! case ( home[n] exp]i5c+ a h>d%ip4 7h7 ,o!r def9itions & special rules ,= purposes ( ?is section-- 7#a7 ,neighborhood homes cr$it ag5cy ,! t]m neighborhood homes cr$it ag5cy means ! ag5cy designat$ by ! gov]nor ( a ,/ate z ! neighborhood homes cr$it ag5cy ( ! ,/ate4 7#b7 ,qualifi$ project ,! t]m qualifi$ project means a project t a neighborhood homes cr$it ag5cy c]tifies w build or sub/antially rehabilitate "o or m qualifi$ resid5ces4 7#c7 ,det]m9ations ( family income ,rules simil> to ! rules ( section #adc7;f77#b7 %all apply = purposes ( ?is section4 7#d7 ,possessions treat$ z /ates ,! t]m ,/ate includes ! ,di/rict ( ,columbia & ! possessions ( ! ,unit$ ,/ates4 7#e7 ,special rules relat$ to condom9iums & coop]ative h\s+ corporations 7,a7 ,det]m9ation ( developm5t co/s ,9 ! case ( a qualifi$ resid5ce describ$ 9 clause 7ii7 or 7iii7 ( subsection 7c77#a77;,a71 ! reasonable developm5t co/s & eligible developm5t co/s ( su* qualifi$ resid5ce %all be an am\nt equal to su* co/s1 respectively1 ( ! entire condom9ium or coop]ative h\s+ prop]ty 9 :i* su* qualifi$ resid5ce is locat$1 multipli$ by a fraction-- 7i7 ! num]ator ( :i* is ! total floor space ( su* qualifi$ resid5ce1 & 7ii7 ! d5om9ator ( :i* is ! total floor space ( all resid5ces )9 su* prop]ty4 7,b7 ,t5ant-/ockhold]s ( coop]ative h\s+ corporations treat$ z own]s ,9 ! case ( a coop]ative h\s+ corporation 7z su* t]m is def9$ 9 section #baf7;b771 a t5ant-/ockhold] %all be treat$ z own+ ! h\se or ap>tm5t :i* su* p]son is entitl$ to occupy4 7#f7 ,relat$ p>ty sales n treat$ z af=dable sales 7,a7 ,9 g5]al ,a sale betwe5 relat$ p]sons %all n be treat$ z an af=dable sale4 7,b7 ,relat$ p]sons ,= purposes ( ?is p>agraph1 a p]son 79 ?is subp>agraph ref]r$ to z ! relat$ p]son7 is relat$ to any p]son if ! relat$ p]son be>s a relation%ip to su* p]son specifi$ 9 section #bfg7;b7 or #gjg7;b77#a71 or ! relat$ p]son & su* p]son are engag$ 9 trades or bus9esses "u common control 7)9 ! mean+ ( subsections 7a7 & 7b7 ( section #eb74 ,= purposes ( ! prec$+ s5t5ce1 9 apply+ section #bfg7;b7 or #gjg7;b77#a71 #aj p]c5t %all be sub/itut$ = #ej p]c5t4 7#g7 ,inflation adju/m5t 7,a7 ,9 g5]al ,9 ! case ( a cal5d> ye> aft] #bjbb1 ! doll> am\nts 9 subsections 7b77#c77;,a71 7e77#c77;,a77i77,i71 7e77#c77;,a77i77,,ii71 & 7i77#b77;,c7 %all ea* be increas$ by an am\nt equal to-- 7i7 su* doll> am\nt1 multipli$ by 7ii7 ! co/-(-liv+ adju/m5t det]m9$ "u section #a7;f77#c7 = su* cal5d> ye> by sub/itut+ cal5d> ye> #bjba = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 7,b7 ,r\nd+ 7i7 ,9 ! case ( ! doll> am\nts 9 subsection 7b77#c77;,a7 & 7i77#b77;,c71 any increase "u p>agraph 7#a7 :i* is n a multiple ( #a1jjj %all be r\nd$ to ! ne>e/ multiple ( #a1jjj4 7ii7 ,9 ! case ( ! doll> am\nt 9 subsection 7e77#c77;,a77i77,i71 any increase "u p>agraph 7#a7 :i* is n a multiple ( #j4ja %all be r\nd$ to ! ne>e/ multiple ( #j4ja4 7iii7 ,9 ! case ( ! doll> am\nt 9 subsection 7e77#c77;,a77i77,,ii71 any increase "u p>agraph 7#a7 :i* is n a multiple ( #ajj1jjj %all be r\nd$ to ! ne>e/ multiple ( #ajj1jjj4 7#h7 ,report 7,a7 ,9 g5]al ,! ,secret>y %all annually issue a report1 to be made available to ! public1 :i* conta9s ! in=mation submitt$ pursuant to subsection 7f77#a77;,f74 7,b7 ,de-id5tification ,! ,secret>y %all ensure t any in=mation made public pursuant to p>agraph 7#a7 excludes any in=mation t w\ld all[ = ! id5tification ( qualifi$ home[n]s4 7#i7 ,li/ ( qualifi$ c5sus tracts ,! ,secret>y ( ,h\s+ & ,urban ,developm5t %all1 = ea* ye>1 make publicly available a li/ ( qualifi$ c5sus tracts "u-- 7,a7 on a comb9$ basis1 clauses 7i7 & 7ii7 ( subsection 7c77#b77;,a71 7,b7 clause 7iii7 ( su* subsection1 & 7,c7 subsection 7i77#e77;,a74 7i7 ,application ( cr$it ) respect to own]-occupi$ rehabilitations 7#a7 ,9 g5]al ,9 ! case ( a qualifi$ rehabilitation by ! taxpay] ( any qualifi$ resid5ce :i* is own$ 7z ( ! date t ! writt5 b9d+ contract ref]r$ to 9 p>agraph 7#c7 is ent]$ into7 by a specifi$ home[n]1 ! rules ( p>agraphs 7#b7 ?r\gh 7#g7 %all apply4 7#b7 ,alt]native cr$it det]m9ation ,9 ! case ( any qualifi$ resid5ce describ$ 9 p>agraph 7#a71 ! neighborhood homes cr$it det]m9$ "u subsection 7a7 ) respect to su* resid5ce %all 79 lieu ( any cr$it o!rwise det]m9$ "u subsection 7a7 ) respect to su* resid5ce7 be all[$ 9 ! taxable ye> dur+ :i* ! qualifi$ rehabilitation is complet$ 7z det]m9$ by ! neighborhood homes cr$it ag5cy7 & %all be equal to ! lea/ (-- 7,a7 ! excess 7if any7 (-- 7i7 ! am\nts paid or incurr$ by ! taxpay] = ! qualifi$ rehabilitation ( ! qualifi$ resid5ce to ! ext5t t su* am\nts are c]tifi$ by ! neighborhood homes cr$it ag5cy 7at ! "t ( ! completion ( su* rehabilitation7 z meet+ ! /&>ds specifi$ pursuant to subsection 7f77#a77;,c71 ov] 7ii7 any am\nts paid to su* taxpay] = su* rehabilitation1 7,b7 #ej p]c5t ( ! am\nts describ$ 9 subp>agraph 7,a77i71 or 7,c7 #ej1jjj4 7#c7 ,qualifi$ rehabilitation 7,a7 ,9 g5]al ,= purposes ( ?is subsection1 ! t]m qualifi$ rehabilitation means a rehabilitation or recon/ruction p]=m$ pursuant to a writt5 b9d+ contract betwe5 ! taxpay] & ! qualifi$ home[n] if ! am\nt paid or incurr$ by ! taxpay] 9 ! p]=mance ( su* rehabilitation or recon/ruction exce$s ! doll> am\nt 9 effect "u subsection 7b77#c77;,a74 7,b7 ,application ( limitation to exp5ses paid or incurr$ aft] allocation ,a rule simil> to ! rule ( section 7b77#d7 %all apply = purposes ( ?is subsection4 7#d7 ,specifi$ home[n] ,= purposes ( ?is subsection1 ! t]m qualifi$ home[n] means1 ) respect to a qualifi$ resid5ce1 an individual-- 7,a7 :o owns & uses su* qualifi$ resid5ce z ! pr9cipal resid5ce ( su* individual z ( ! date t ! writt5 b9d+ contract ref]r$ to 9 p>agraph 7#c7 is ent]$ into1 & 7,b7 ^: family income 7det]m9$ z ( su* date7 does n exce$ ! m$ian family income = ! applicable area 7) respect to ! c5sus tract 9 :i* ! qualifi$ resid5ce is locat$74 7#e7 ,additional c5sus tracts 9 :i* own]-occupi$ resid5ces may be locat$ ,9 ! case ( any qualifi$ resid5ce describ$ 9 p>agraph 7#a71 ! t]m qualifi$ c5sus tract includes any c5sus tract :i*-- 7,a7 meets ! requirem5ts ( subsection 7c77#b77;,a77i7 )\t reg>d to subclause 7,,iii7 !re(1 & 7,b7 is designat$ by ! neighborhood homes cr$it ag5cy = purposes ( ?is p>agraph4 7#f7 ,modification ( repaym5t requirem5t ,9 ! case ( any qualifi$ resid5ce describ$ 9 p>agraph 7#a71 subsection 7g7 %all be appli$ by beg9n+ ! #e-ye> p]iod o!rwise describ$ !re9 on ! date on :i* ! qualifi$ own] acquir$ ! resid5ce4 7#g7 ,relat$ p>ties ,p>agraph 7#a7 %all n apply if ! taxpay] is ! own] ( ! qualifi$ resid5ce describ$ 9 p>agraph 7#a7 or is relat$ 7)9 ! mean+ ( subsection 7h77#f77;,b77 to su* own]4 7#h7 ,pyrrhotite rem$iation ,! requirem5t ( subsection 7c77#a77;,c7 %all n apply to a qualifi$ rehabilitation "u ?is subsection ( a qualifi$ resid5ce t is docum5t$ by an eng9e]'s report & core te/+ to h a f\ndation t is adv]sely impact$ by pyrrhotite or o!r iron sulfide m9]als4 7j7 ,regulations ,! ,secret>y %all prescribe su* regulations z may be necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations t prev5t avoidance ( ! rules1 & abuse ( ! purposes1 ( ?is section4 4 7b7 ,cr$it all[$ z "p ( g5]al bus9ess cr$it ,section #ch7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ plus at ! end ( p>agraph 7#cd71 by /rik+ ! p]iod at ! end ( p>agraph 7#ce7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#cf7 ! neighborhood homes cr$it det]m9$ "u section #db;,a7a71 4 7c7 ,cr$it all[$ aga9/ alt]native m9imum tax ,section #ch7;c77#d77;,b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by r$esg9at+ clauses 7iv7 ?r\gh 7xiii7 z clauses 7v7 ?r\gh 7xiv71 respectively1 & by ins]t+ aft] clause 7iii7 ! foll[+ new clause3 7iv7 ! cr$it det]m9$ "u section #db;,a1 4 7d7 ,con=m+ am5dm5ts 7#a7 ,subsections 7i77#c77;,c71 7i77#f77;,b77i71 & 7k77#a7 ( section #dfi are ea* am5d$ by ins]t+ or #db;,a aft] section #db 4 7#b7 ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #db ! foll[+ new item3 ,sec4 #db;,a4 ,neighborhood homes cr$it4 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #c ,inve/m5ts 9 tribal infra/ructure #acecja4 ,treatm5t ( ,indian ,tribes z ,/ates ) respect to bond issuance 7a7 ,9 g5]al ,section #ghga7;c7 is am5d$ to read z foll[s3 7c7 ,special rules = tax-exempt bonds 7#a7 ,9 g5]al ,9 apply+ section #adf to bonds issu$ by ,indian ,tribal ,gov]nm5ts ! ,secret>y %all annually-- 7,a7 e/abli% a national bond volume cap bas$ on ! great] (-- 7i7 ! ,/ate population =mula approa* 9 section #adf7;d77#a77;,a7 7us+ national ,tribal population e/imates suppli$ annually by ! ,dep>tm5t ( ! ,int]ior 9 consultation ) ! ,c5sus ,bureau71 & 7ii7 ! m9imum ,/ate ceil+ am\nt 9 section #adf7;d77#a77;,b7 7z adju/$ 9 accordance ) ! co/ ( liv+ provision 9 section #adf7;d77#b771 & 7,b7 allocate su* national bond volume cap among all ,indian ,tribal ,gov]nm5ts seek+ su* an allocation 9 a p>ticul> ye> "u regulations prescrib$ by ! ,secret>y4 7#b7 ,application ( geographic re/riction ,9 ! case ( national bond volume cap allocat$ "u p>agraph 7#a71 section #adf7k77#a7 %all n apply to ! ext5t t su* cap is us$ ) respect to f9anc+ = a facility locat$ on qualifi$ ,indian l&s4 7#c7 ,re/riction on f9anc+ ( c]ta9 gam+ facilities ,no portion ( ! volume cap allocat$ "u ?is subsection may be us$ ) respect to ! f9anc+ ( any portion ( a build+ 9 :i* class ,,ii or class ,,iii gam+ 7z def9$ 9 section #d ( ! ,indian ,gam+ ,regulatory ,act7 is conduct$ or h\s$ or any prop]ty actually us$ 9 ! conduct ( su* gam+4 7#d7 ,def9itions & special rules ,= purposes ( ?is subsection-- 7,a7 ,indian ,tribal ,gov]nm5t ,! t]m ,indian ,tribal ,gov]nm5t means ! gov]n+ body ( an ,indian ,tribe1 b&1 nation1 or o!r organiz$ gr\p or community1 or ( ,alaska ,natives1 :i* is recogniz$ z eligible = ! special programs & s]vices provid$ by ! ,unit$ ,/ates to ,indians because ( _! /atus z ,indians1 & also includes any ag5cies1 in/rum5talities or political subdivisions !re(4 7,b7 ,int]tribal consortiums1 etc ,9 any case 9 :i* an ,indian ,tribal ,gov]nm5t has au?oriz$ an int]tribal consortium1 a ,tribal organization1 or an ,alaska ,native regional or village corporation1 z def9$ 91 or e/abli%$ pursuant to1 ! ,alaska ,native ,claims ,settlem5t ,act1 to plan =1 coord9ate or o!rwise adm9i/] s]vices1 f9ances1 functions1 or activities on its behalf "u ?is subsection1 ! au?oriz$ entity %all h ! rights & responsibilities ( ! au?oriz+ ,indian ,tribal ,gov]nm5t only to ! ext5t provid$ 9 ! ,au?oriz+ resolution4 7,c7 ,qualifi$ ,indian l&s ,! t]m qualifi$ ,indian l&s %all mean an ,indian res]vation z def9$ 9 section #c7;d7 ( ! ,indian ,f9anc+ ,act ( #aigd 7#be ,u4,s4,c4 #adeb7;d771 includ+ l&s :i* are )9 ! jurisdictional area ( an ,oklahoma ,indian ,tribe 7z det]m9$ by ! ,secret>y ( ! ,int]ior7 & %all include l&s outside a res]vation :]e ! facility is to be plac$ 9 s]vice 9 connection )-- 7i7 ! active conduct ( a trade or bus9ess by an ,indian ,tribe on1 contigu\s to1 )9 reasonable proximity (1 or ) a sub/antial connection to1 an ,indian res]vation or ,alaska ,native village1 or 7ii7 infra/ructure 7includ+ roads1 p[] l9es1 wat] sy/ems1 railroad spurs1 & communication facilities7 s]v+ an ,indian res]vation or ,alaska ,native village4 4 7b7 ,con=m+ am5dm5t ,subp>agraph 7,b7 ( section #de7;c77#i7 is am5d$ to read z foll[s3 7,b7 ,indian ,tribe ,= purposes ( ?is p>agraph1 ! t]m ,indian tribe has ! mean+ giv5 ! t]m ,indian ,tribal ,gov]nm5t by section #ghga7;c77#c77;,a74 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to obligations issu$ 9 cal5d> ye>s beg9n+ aft] ! date ( ! enactm5t ( ?is ,act4 #acecjb4 ,new m>kets tax cr$it = ,tribal ,/ati/ical ,areas 7a7 ,additional allocations = ,tribal ,/ati/ical ,areas ,section #de;,d7f7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,additional allocations = ,tribal ,/ati/ical ,areas 7,a7 ,9 g5]al ,9 ! case ( cal5d> ye>s #bjbb ?r\gh #bjbe1 !re is 79 addition to any limitation "u any o!r p>agraph ( ?is subsection7 a new m>kets tax cr$it limitation ( #age1jjj1jjj :i* %all be allocat$ by ! ,secret>y z provid$ 9 p>agraph 7#b7 except t su* limitation may only be allocat$ ) respect to ,tribal ,/ati/ical ,areas4 7,b7 ,c>ryov] ( unus$ ,tribal ,/ati/ical ,area limitation 7i7 ,9 g5]al ,if ! cr$it limitation "u subp>agraph 7,a7 = any cal5d> ye> exce$s ! am\nt ( su* limitation allocat$ by ! ,secret>y = su* cal5d> ye>1 su* limitation = ! succe$+ cal5d> ye> %all be increas$ by ! am\nt ( su* excess4 7ii7 ,limitation on c>ryov] ,no am\nt ( cr$it limitation may be c>ri$ "u clause 7i7 pa/ ! #e? cal5d> ye> foll[+ ! cal5d> ye> 9 :i* su* am\nt ( cr$it limitation arose4 7iii7 ,transf] ( expir$ ,tribal ,/ati/ical ,area limitation to g5]al limitation ,9 ! case ( any am\nt ( cr$it limitation :i* w\ld 7b = clause 7ii77 be c>ri$ "u clause 7i7 to ! #f? cal5d> ye> foll[+ ! cal5d> ye> 9 :i* su* am\nt ( cr$it limitation arose1 ! new m>ket tax cr$it limitation "u p>agraph 7#a7 = su* #f? cal5d> ye> %all be increas$ by ! am\nt ( su* cr$it limitation1 except t no su* increase %all be made = any cal5d> ye> aft] #bjcj4 7,c7 ,tribal /ati/ical area ,= purposes ( ?is p>agraph1 ! t]m ,tribal ,/ati/ical ,area means-- 7i7 any l[-income community :i* is locat$ 9 any ,tribal ,c5sus ,tract1 ,oklahoma ,tribal ,/ati/ical ,area1 ,tribal-,designat$ ,/ati/ical ,area1 ,alaska ,native ,village ,/ati/ical ,area1 or ,hawaiian ,home ,l&1 & 7ii7 any l[-income community describ$ 9 subsection 7e77#a77;,b74 4 7b7 ,eligibility ( c]ta9 projects s]v+ tribal memb]s ,section #de;,d7e77#a7 is am5d$ to read z foll[s3 7#a7 ,9 g5]al ,! t]m l[-income community means any area-- 7,a7 compris+ a population c5sus tract if-- 7i7 ! pov]ty rate = su* tract is at lea/ #bj p]c5t1 or 7ii7 7,i7 9 ! case ( a tract n locat$ )9 a metropolitan area1 ! m$ian family income = su* tract does n exce$ #hj p]c5t ( /atewide m$ian family income1 or 7,,ii7 9 ! case ( a tract locat$ )9 a metropolitan area1 ! m$ian family income = su* tract does n exce$ #hj p]c5t ( ! great] ( /atewide m$ian family income or ! metropolitan area m$ian family income1 7,b7 :i* is us$ = a qualifi$ active l[-income community bus9ess :i*-- 7i7 s]vices a significant population ( ,tribal or ,alaska ,native ,village memb]s :o are resid5ts ( a l[-income community describ$ 9 subsection 7f77#e77;,c77i71 & 7ii7 obta9s a writt5 /atem5t f ! relevant ,indian ,tribal ,gov]nm5t 7)9 ! mean+ ( section #ghga7;c77 t docum5ts ! eligibility su* project ) respect to ! requirem5t ( clause 7i74 ,subp>agraph 7,a77ii7 %all be appli$ us+ possession wide m$ian family income 9 ! case ( c5sus tracts locat$ )9 a possession ( ! ,unit$ ,/ates4 4 7c7 ,coord9ation ) exi/+ c>ryov] ,section #de;,d7f77#c7 is am5d$-- 7#a7 is am5d$ by ins]t+ "u p>agraph 7#a7 aft] new m>kets tax cr$it limitation1 & 7#b7 by /rik+ ! aggregate am\nt allocat$ & ins]t+ ! am\nt ( su* limitation allocat$ by ! ,secret>y4 7d7 ,regulatory au?ority ,section #de;,d7i7 is am5d$ by /rik+ & at ! end ( p>agraph 7#e71 by /rik+ ! p]iod at ! end ( p>agraph 7#f7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new p>agraph3 7#g7 :i* provide docum5tation requirem5ts = ! writt5 /atem5t requir$ "u subsection 7e77#a77;,b77ii71 & 7#h7 :i* provide proc$ures = det]m9+ :i* projects "u subsection 7e77#a77;,b7 are qualifi$ active l[-income community bus9esses ) respect to ! populations describ$ 9 su* subsection4 ,su* proc$ures %all take into acc\nt ! location ne$s ( su* projects1 especially ) respect to projects t s]ve multiple tribal or ,alaska ,native ,village communities4 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply to new m>kets tax cr$it limitation det]m9$ = cal5d> ye>s aft] ,decemb] #ca1 #bjba4 #acecjc4 ,inclusion ( ,indian areas z difficult developm5t areas = purposes ( c]ta9 build+s 7a7 ,9 g5]al ,subclause 7,i7 ( section #db7;d77#e77;,b77iii7 is am5d$ by ins]t+ 1 or any ,indian area be=e ! p]iod at ! end4 7b7 ,indian area ,clause 7iii7 ( section #db7;d77#e77;,b7 is am5d$ by r$esignat+ subclause 7,,ii7 z subclause 7,,iv7 & by ins]t+ aft] subclause 7,i7 ! foll[+ new subclauses3 7,,ii7 ,indian area ,= purposes ( subclause 7,i71 ! t]m ,indian area means any ,indian area 7z def9$ 9 section #d7aa7 ( ! ,native ,am]ican ,h\s+ ,assi/ance & ,self ,det]m9ation ,act ( #aiif 7#be ,u4,s4,c4 #dajc7aa7774 7,,iii7 ,special rule = build+s 9 ,indian areas ,9 ! case ( an area :i* is a difficult developm5t area solely because x is an ,indian area1 a build+ %all n be treat$ z locat$ 9 su* area unless su* build+ is assi/$ or f9anc$ "u ! ,native ,am]ican ,h\s+ ,assi/ance & ,self ,det]m9ation ,act ( #aiif 7#be ,u4,s4,c4 #daja et seq47 or ! project sponsor is an ,indian tribe 7z def9$ 9 section #de;,a7c77#f771 a tribally designat$ h\s+ entity 7z def9$ 9 section #d7bb7 ( su* ,act 7#be ,u4,s4,c4 #dajc7bb7771 or :olly own$ or controll$ by su* an ,indian tribe or tribally designat$ h\s+ entity4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to build+s plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 #d ,o!r provisions #acedja4 ,possessions economic activity cr$it 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new section3 #de,v4 ,possessions economic activity cr$it 7a7 ,all[ance ( cr$it ,= purposes ( section #ch1 9 ! case ( a qualifi$ dome/ic corporation ! possessions economic activity cr$it det]m9$ "u ?is section = a taxable ye> is an am\nt equal to #bj p]c5t ( ! sum ( ! qualifi$ possession wages & allocable employee fr+e b5efit exp5ses paid or incurr$ by ! taxpay] = ! taxable ye>4 7b7 ,qualifi$ dome/ic corporation2 qualifi$ corporation ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ dome/ic corporation means any dome/ic corporation :i* is-- 7,a7 a qualifi$ corporation1 or 7,b7 a ,unit$ ,/ates %>ehold] ( a =eign corporation :i*-- 7i7 is a qualifi$ corporation1 & 7ii7 is :olly own$ by ! ,unit$ ,/ates %>ehold] toge!r ) any corporations :i* are memb]s ( ! same affiliat$ gr\p 7)9 ! mean+ ( section #aejd7;a77 z su* ,unit$ ,/ates %>ehold]4 7#b7 ,qualifi$ corporation ,! t]m qualifi$ corporation means any corporation if su* corporation meets ! foll[+ requirem5ts3 7,a7 ,s\rce qualification #hj p]c5t or m ( ! gross income ( ! corporation = ! #c-ye> p]iod imm$iately prec$+ ! close ( ! taxable ye> 7or = su* "p ( su* p]iod imm$iately prec$+ ! close ( su* taxable ye> z may be applicable7 0 d]iv$ f s\rces )9 a possession ( ! ,unit$ ,/ates 7det]m9$ )\t reg>d to section #ijd7;f774 7,b7 ,trade or bus9ess qualification #ge p]c5t or m ( ! gross income ( ! corporation = su* p]iod or su* "p !re( 0 d]iv$ f ! active conduct ( a trade or bus9ess )9 a possession ( ! ,unit$ ,/ates4 7#c7 ,special rule = sep>ate & cle>ly id5tifi$ units ( =eign corporations 7,a7 ,9 g5]al ,9 ! case ( a ,unit$ ,/ates %>ehold] ( a =eign corporation :i*-- 7i7 is n a qualifi$ corporation b ) respect to :i* ! own]%ip requirem5ts ( p>agraph 7#a77;,b77ii7 are met1 & 7ii7 has an eligible =eign bus9ess unit :i*1 if su* unit 7 a corporation1 w\ld be a qualifi$ corporation ) respect to :i* su* own]%ip requirem5ts w\ld be met1 !n1 = purposes ( ?is section1 ! ,unit$ ,/ates %>ehold] may elect to treat su* unit z a sep>ate =eign corporation :i* meets ! requirem5ts ( p>agraph 7#a77;,b7 & ) respect to :i* su* %>ehold] is a ,unit$ ,/ates %>ehold]4 7,b7 ,eligible =eign bus9ess unit ,= purposes ( ?is p>agraph1 ! t]m eligible =eign bus9ess unit means a sep>ate & cle>ly id5tifi$ =eign unit ( a trade or bus9ess1 includ+ a p>tn]%ip or an entity treat$ z disreg>d$ z a sep>ate entity f its own] 7"u section #ggja or o!r provision "u ?is title71 :i* ma9ta9s sep>ate books & records4 7,c7 ,special election = affiliat$ gr\ps ,9 ! case ( an affiliat$ gr\p describ$ 9 p>agraph 7#a77;,b77ii71 ! election "u subp>agraph 7,a7 ) respect to any eligible =eign bus9ess unit %all be made by ! common p>5t ( su* gr\p & %all apply uni=mly to all memb]s ( su* gr\p :i* are ,unit$ ,/ates %>ehold]s ) respect to ! =eign corporation :i* has su* unit4 7c7 ,qualifi$ possession wages ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ possession wages means wages paid or incurr$ by ! qualifi$ corporation dur+ ! taxable ye> 9 connection ) ! active conduct ( a trade or bus9ess )9 a possession ( ! ,unit$ ,/ates to any employee = s]vices p]=m$ 9 su* possession1 b only if su* s]vices are p]=m$ :ile ! pr9cipal place ( employm5t ( su* employee is )9 su* possession4 7#b7 ,limitation on am\nt ( wages tak5 into acc\nt 7,a7 ,9 g5]al ,! am\nt ( wages :i* may be tak5 into acc\nt "u p>agraph 7#a7 ) respect to any employee = any taxable ye> %all n exce$ #ej1jjj4 7,b7 ,treatm5t ( "p-"t employees1 etc ,if-- 7i7 any employee is n employ$ by ! qualifi$ corporation on a sub/antially full-"t basis at all times dur+ ! taxable ye>1 or 7ii7 ! pr9cipal place ( employm5t ( any employee ) ! qualifi$ corporation is n )9 a possession at all times dur+ ! taxable ye>1 ! limitation applicable "u p>agraph 7#a7 ) respect to su* employee %all be ! appropriate portion 7z det]m9$ by ! ,secret>y7 ( ! limitation :i* w\ld o!rwise be 9 effect "u p>agraph 7#a74 7,c7 ,wages 7i7 ,9 g5]al ,except z provid$ 9 clause 7ii71 ! t]m wages has ! mean+ giv5 to su* t]m by subsection 7b7 ( section #ccjf 7det]m9$ )\t reg>d to any doll> limitation conta9$ 9 su* section74 ,= purposes ( ! prec$+ s5t5ce1 su* subsection 7b7 %all be appli$ z if ! t]m ,unit$ ,/ates includ$ all possessions ( ! ,unit$ ,/ates4 7ii7 ,special rule = agricultural labor & railway labor ,9 any case to :i* subp>agraph 7,a7 or 7,b7 ( p>agraph 7#a7 ( section #ea7;h7 applies1 ! t]m wages has ! mean+ giv5 to su* t]m by section #ea7;h77#b74 7#c7 ,allocable employee fr+e b5efit exp5ses 7,a7 ,9 g5]al ,! allocable employee fr+e b5efit exp5ses ( any qualifi$ corporation = any taxable ye> is an am\nt :i* be>s ! same ratio to ! am\nt det]m9$ "u subp>agraph 7,b7 = su* taxable ye> z-- 7i7 ! aggregate am\nt ( ! qualifi$ corporation's qualifi$ possession wages = su* taxable ye>1 be>s to 7ii7 ! aggregate am\nt ( ! wages paid or incurr$ by su* qualifi$ corporation dur+ su* taxable ye>4 ,9 no ev5t %all ! am\nt det]m9$ "u ! prec$+ s5t5ce exce$ #ae p]c5t ( ! am\nt ref]r$ to 9 clause 7i74 7,b7 ,exp5ses tak5 into acc\nt ,= purposes ( subp>agraph 7,a71 ! am\nt det]m9$ "u ?is subp>agraph = any taxable ye> is ! aggregate am\nt all[able 7or1 9 ! case ( a =eign corporation1 :i* w\ld be all[able if su* =eign corporation 7 a dome/ic corporation7 z a d$uction "u ?is *apt] to ! qualifi$ corporation = su* taxable ye> ) respect to-- 7i7 employ] contributions "u a /ock bonus1 p5sion1 pr(it-%>+1 or annuity plan1 7ii7 employ]-provid$ cov]age "u any accid5t or heal? plan = employees1 & 7iii7 ! co/ ( life or disability insurance provid$ to employees4 ,any am\nt treat$ z wages "u p>agraph 7#b77;,c7 %all n be tak5 into acc\nt "u ?is subp>agraph4 7d7 ,special rule = qualifi$ small dome/ic corporation ,= purposes ( ?is section-- 7#a7 ,increas$ cr$it p]c5tage ,9 ! case ( a qualifi$ small dome/ic corporation1 subsection 7a7 %all be appli$ by sub/itut+ #ej p]c5t = #bj p]c5t4 7#b7 ,qualifi$ small dome/ic corporation 7,a7 ,9 g5]al ,! t]m qualifi$ small dome/ic corporation means a qualifi$ dome/ic corporation t meets ! requirem5ts ( subp>agraphs 7,b7 & 7,c74 7,b7 ,full-"t employm5t ,a qualifi$ dome/ic corporation meets ! requirem5ts ( ?is subp>agraph if ! qualifi$ corporation :i* is ! qualifi$ dome/ic corporation "u subsection 7b77#a77;,a7 or ! =eign corporation "u subsection 7b77#a77;,b77i7-- 7i7 has at lea/ #e full-"t employees 9 a possession ( ! ,unit$ ,/ates = ea* ye> 9 ! #c-ye> p]iod imm$iately prec$+ ! close ( ! taxable ye> 7or = su* "p ( su* p]iod imm$iately prec$+ ! close ( su* taxable ye> z may be applicable71 & 7ii7 has n m ?an a total ( #cj full-"t employees = ea* ye> 9 su* #c-ye> p]iod4 7,c7 ,gross receipts ,a qualifi$ dome/ic corporation meets ! requirem5ts ( ?is subp>agraph if ! annual gross receipts ( ! qualifi$ dome/ic corporation 7& all p]sons relat$ !reto7 = ea* ye> 9 su* #c-ye> p]iod is n m ?an #ej1jjj1jjj4 7#c7 ,relat$ p]sons ,9 det]m9+ :e!r ! limitations "u subp>agraphs 7,b77ii7 & 7,c7 ( p>agraph 7#b7 are met1 all p]sons :o are treat$ z a s+le employ] = purposes ( subsection 7a7 or 7b7 ( section #eb %all be tak5 into acc\nt4 7#d7 ,am\nt ( wages tak5 into acc\nt ,subsection 7c77#b77;,a7 %all be appli$ by sub/itut+ #adb1hjj = #ej1jjj4 7e7 ,possession ( ! ,unit$ ,/ates 7#a7 ,9 g5]al ,! t]m possession ( ! ,unit$ ,/ates means ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ! ,commonweal? ( ,pu]to ,rico1 ,guam1 & ! ,virg9 ,isl&s4 7#b7 ,mirror code possessions ,9 ! case ( any possession ( ! ,unit$ ,/ates ) a mirror code tax sy/em 7z def9$ 9 section #bd7k771 ?is section %all n be treat$ z "p ( ! income tax laws ( ! ,unit$ ,/ates = purposes ( det]m9+ ! income tax law ( su* possession unless su* possession elects to h ?is section be s treat$4 7f7 ,sep>ate application to ea* possession ,= purposes ( det]m9+ ! am\nt ( ! cr$it all[$ "u ?is section1 ?is section %all be appli$ sep>ately ) respect to ea* possession ( ! ,unit$ ,/ates4 7g7 ,t]m9ation ,no cr$it %all be all[$ "u ?is section = any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjca4 4 7b7 ,cr$it made "p ( g5]al bus9ess cr$it ,subsection 7b7 ( section #ch1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ plus at ! end ( p>agraph 7#cd71 by /rik+ ! p]iod at ! end ( p>agraph 7#ce7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#cf7 ! possessions economic activity cr$it det]m9$ "u section #de,v4 4 7c7 ,cl]ical am5dm5t ,! table ( sections = subp>t ,b ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+3 ,sec4 #de,v4 ,possessions economic activity cr$it4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ! date ( ! enactm5t ( ?is ,act1 & 9 ! case ( a qualifi$ corporation t is a =eign corporation1 to taxable ye>s beg9n+ aft] ! date ( enactm5t & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 #acedjb4 ,tax treatm5t ( c]ta9 assi/ance to f>m]s1 etc 7a7 ,9 g5]al ,= purposes ( ! ,int]nal ,rev5ue ,code ( #aihf1 9 ! case ( any paym5t describ$ 9 section #ajje7;b7 or #ajjf7;e7 ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7z am5d$ by ?is ,act7-- 7#a7 su* paym5t %all n be includ$ 9 ! gross income ( ! p]son on ^: behalf1 or to :om1 su* paym5t is made1 7#b7 no d$uction %all be d5i$1 no tax attribute %all be r$uc$1 & no basis increase %all be d5i$1 by reason ( ! exclusion f gross income provid$ by p>agraph 7#a71 & 7#c7 9 ! case ( a p>tn]%ip or ,s corporation on ^: behalf1 or to :om1 su* a paym5t is made-- 7,a7 any am\nt exclud$ f income by reason ( p>agraph 7#a7 %all be treat$ z tax exempt income = purposes ( sections #gje & #acff ( su* ,code1 & 7,b7 except z provid$ by ! ,secret>y ( ! ,treasury 7or ! ,secret>y's delegate71 any increase 9 ! adju/$ basis ( a p>tn]'s int]e/ 9 a p>tn]%ip "u section #gje ( su* ,code ) respect to any am\nt describ$ 9 subp>agraph 7,a7 %all equal ! p>tn]'s di/ributive %>e ( d$uctions result+ f int]e/ t is "p ( su* paym5t & ! p>tn]'s %>e1 z det]m9$ "u section #geb ( su* ,code1 ( pr9cipal t is "p ( su* paym5t4 7b7 ,au?ority to waive c]ta9 in=mation report+ requirem5ts ,! ,secret>y ( ! ,treasury 7or ! ,secret>y's delegate7 may provide an exception f any requirem5t to file an in=mation return o!rwise requir$ by *apt] #fa ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to any am\nt exclud$ f gross income by reason ( subsection 7a74 #acedjc4 ,exclusion ( am\nts receiv$ f /ate-bas$ cata/rophe loss mitigation programs 7a7 ,9 g5]al ,section #aci is am5d$ by r$esignat+ subsection 7h7 z subsection 7i7 & by ins]t+ aft] subsection 7g7 ! foll[+ new subsection3 7h7 ,/ate-,bas$ cata/rophe loss mitigation programs 7#a7 ,9 g5]al ,gross income %all n include any am\nt receiv$ by an individual z a qualifi$ cata/rophe mitigation paym5t "u a program e/abli%$ by-- 7,a7 a ,/ate1 or a political subdivision or in/rum5tality !re(1 7,b7 a jo9t p[]s au?ority1 or 7,c7 an entity creat$ "u ,/ate law to ensure ! availability ( an adequate m>ket ( la/ resort = ess5tial prop]ty insurance1 ov] :i* a ,/ate ag5cy or ,/ate dep>tm5t ( insurance has regulatory ov]sight4 7#b7 ,qualifi$ cata/rophe mitigation paym5t ,= purposes ( ?is section1 ! t]m qualifi$ cata/rophe mitigation paym5t means any am\nt :i* is receiv$ by an individual to make improvem5ts to su* individual's resid5ce = ! sole purpose ( r$uc+ ! damage t w\ld be done to su* resid5ce by a w9d/orm1 e>?quake1 or wildfire4 7#c7 ,no increase 9 basis ,rules simil> to ! rules ( subsection 7g77#c7 %all apply 9 ! case ( ?is subsection4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #aci7;d7 is am5d$ by /rik+ & qualifi$ & ins]t+ 1 qualifi$ cata/rophe mitigation paym5ts1 & qualifi$4 7#b7 ,section #aci7;i7 7z r$esignat$ by subsection 7a77 is am5d$ by /rik+ or qualifi$ & ins]t+ 1 qualifi$ cata/rophe mitigation paym5t1 or qualifi$4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbj4 ,f ,gre5 en]gy #acfjja4 ,am5dm5t ( #aihf ,code ,except z o!rwise expressly provid$1 :5ev] 9 ?is subtitle an am5dm5t or repeal is express$ 9 t]ms ( an am5dm5t to1 or repeal (1 a section or o!r provision1 ! ref]5ce %all be consid]$ to be made to a section or o!r provision ( ! ,int]nal ,rev5ue ,code ( #aihf4 #a ,r5ewable ,electricity & ,r$uc+ ,c>bon ,emissions #acfaja4 ,ext5sion & modification ( cr$it = electricity produc$ f c]ta9 r5ewable res\rces 7a7 ,9 g5]al ,! foll[+ provisions ( section #de7;d7 are ea* am5d$ by /rik+ ,janu>y #a1 #bjbb ea* place x appe>s & ins]t+ ,janu>y #a1 #bjbg3 7#a7 ,p>agraph 7#b77;,a74 7#b7 ,p>agraph 7#c77;,a74 7#c7 ,p>agraph 7#d77;,b74 7#d7 ,p>agraph 7#f74 7#e7 ,p>agraph 7#g74 7#f7 ,p>agraph 7#i74 7#g7 ,p>agraph 7#aa77;,b74 7b7 ,base cr$it am\nt ,section #de is am5d$ by /rik+ #a4e c5ts ea* place x appe>s & ins]t+ #j4c c5ts4 7c7 ,application ( ext5sion to sol> ,section #de7;d77#d77;,a7 is am5d$ by /rik+ is plac$ 9 s]vice be=e ,janu>y #a1 #bjjf & ins]t+ ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbg44 7d7 ,ext5sion ( election to treat qualifi$ facilities z en]gy prop]ty ,section #dh7;a77#e77;,c77ii7 is am5d$ by /rik+ ,janu>y #a1 #bjbb & ins]t+ ,janu>y #a1 #bjbg4 7e7 ,application ( ext5sion to w9d facilities 7#a7 ,9 g5]al ,section #de7;d77#a7 is am5d$ by /rik+ ,janu>y #a1 #bjbb & ins]t+ ,janu>y #a1 #bjbg4 7#b7 ,application ( phase\t p]c5tage 7,a7 ,r5ewable electricity production cr$it ,section #de7;b77#e7 is am5d$ by ins]t+ plac$ 9 s]vice be=e ,janu>y #a1 #bjbb aft] ,9 ! case ( any facility4 7,b7 ,en]gy cr$it ,section #dh7;a77#e77;,e7 is am5d$ by ins]t+ plac$ 9 s]vice be=e ,janu>y #a1 #bjbb aft] ,9 ! case ( any facility4 7#c7 ,qualifi$ (f%ore w9d facilities "u en]gy cr$it ,section #dh7;a77#e77;,f77i7 is am5d$ by /rik+ (f%ore w9d facility-- & all t foll[s & ins]t+ ! foll[+3 (f%ore w9d facility1 subp>agraph 7,e7 %all n apply44 7f7 ,wage & appr5tice%ip requirem5ts ,section #de7;b7 is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#f7 ,increas$ cr$it am\nt = qualifi$ facilities 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ facility :i* satisfies ! requirem5ts ( subp>agraph 7,b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 7det]m9$ aft] ! application ( p>agraphs 7#a7 ?r\gh 7#e77 %all be equal to su* am\nt multipli$ by #e 7det]m9$ )\t reg>d to ?is s5t5ce74 7,b7 ,qualifi$ facility requirem5ts ,a qualifi$ facility meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7i7 ,a facility ) a maximum net output ( less ?an #a megawatt4 7ii7 ,a facility ! con/ruction ( :i* beg9s prior to ! date t is #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#g7 & 7#h74 7iii7 ,a facility :i* satisfies ! requirem5ts ( p>agraphs 7#g7 & 7#h74 7#g7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any qualifi$ facility are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9-- 7i7 ! con/ruction ( su* facility1 & 7ii7 = ! p]iod ( ! taxable ye> :i* is )9 ! #aj-ye> p]iod beg9n+ on ! date ! facility 0 orig9ally plac$ 9 s]vice1 ! alt]ation or repair ( su* facility1 %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 ,= purposes ( det]m9+ an increas$ cr$it am\nt "u p>agraph 7#f77;,a7 = a taxable ye>1 ! requirem5t "u clause 7ii7 is appli$ to su* taxable ye> 9 :i* ! alt]ation or repair ( ! qualifi$ facility occurs40 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts 7i7 ,9 g5]al ,9 ! case ( any taxpay] :i* fails to satisfy ! requirem5t "u subp>agraph 7,a7 ) respect to ! con/ruction ( any qualifi$ facility or ) respect to ! alt]ation or repair ( a facility 9 any ye> dur+ ! p]iod describ$ 9 subp>agraph 7,a77ii71 su* taxpay] %all be deem$ to h satisfi$ su* requirem5t "u su* subp>agraph ) respect to su* facility = any ye> if1 ) respect to any labor] or me*anic :o 0 paid wages at a rate bel[ ! rate describ$ 9 su* subp>agraph = any p]iod dur+ su* ye>1 su* taxpay]-- 7,i7 makes paym5t to su* labor] or me*anic 9 an am\nt equal to ! sum (-- 7aa7 an am\nt equal to ! diff]5ce betwe5-- 7,,aa7 ! am\nt ( wages paid to su* labor] or me*anic dur+ su* p]iod1 & 7,,bb7 ! am\nt ( wages requir$ to be paid to su* labor] or me*anic pursuant to su* subp>agraph dur+ su* p]iod1 plus 7bb7 int]e/ on ! am\nt det]m9$ "u item 7aa7 at ! und]paym5t rate e/abli%$ "u section #ffba 7det]m9$ by sub/itut+ #f p]c5tage po9ts = #c p]c5tage po9ts 9 subsection 7a77#b7 ( su* section7 = ! p]iod describ$ 9 su* item1 & 7,,ii7 makes paym5t to ! ,secret>y ( a p5alty 9 an am\nt equal to ! product (-- 7aa7 #e1jjj1 multipli$ by 7bb7 ! total numb] ( labor]s & me*anics :o 7 paid wages at a rate bel[ ! rate describ$ 9 subp>agraph 7,a7 = any p]iod dur+ su* ye>4 7ii7 ,defici5cy proc$ures n to apply ,sub*apt] ,b ( *apt] #fc 7relat+ to defici5cy proc$ures = income1 e/ate1 gift1 & c]ta9 excise taxes7 %all n apply ) respect to ! assessm5t or collection ( any p5alty impos$ by ?is p>agraph4 7iii7 ,int5tional disreg>d ,if ! ,secret>y det]m9es t any failure describ$ 9 subclause 7i7 is due to int5tional disreg>d ( ! requirem5ts "u subp>agraph 7,a71 subclause 7,i7 %all be appli$ by sub/itut+ ?ree times ! sum = ! sum 9 item 7aa7 !re( & subclause 7,,ii7 %all be appli$ by sub/itut+ #aj1jjj = #e1jjj 9 item 7aa7 !re(4 7iv7 ,limitation on p]iod = paym5t ,pursuant to rules issu$ by ! ,secret>y :i* are simil> to ! rules "u *apt] #fc1 9 ! case ( a f9al det]m9ation by ! ,secret>y ) respect to any failure by ! taxpay] to satisfy ! requirem5t "u subp>agraph 7,a71 subp>agraph 7,b77i7 %all n apply unless ! paym5ts describ$ 9 subclauses 7,i7 & 7,,ii7 ( su* clause are made by ! taxpay] on or be=e ! date :i* is #ahj days aft] ! date ( su* det]m9ation4 7#h7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to ! con/ruction ( any qualifi$ facility are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,taxpay]s %all ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( ! con/ruction1 alt]ation1 or repair "w 7includ+ su* "w p]=m$ by any contractor or subcontractor7 on any qualifi$ facility %all1 subject to subp>agraph 7,b71 be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( clause 7i71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( a qualifi$ facility ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #aj p]c5t1 7,,ii7 9 ! case ( a qualifi$ facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #ab4e p]c5t1 & 7,,iii7 9 ! case ( a qualifi$ facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbc1 #ae p]c5t4 7,b7 ,appr5tice to j\rneywork] ratio ,! requirem5t "u subp>agraph 7,a77i7 %all be subject to any applicable requirem5ts = appr5tice-to-j\rneywork] ratios ( ! ,dep>tm5t ( ,labor or ! applicable ,/ate appr5tice%ip ag5cy4 7,c7 ,p>ticipation ,ea* contractor & subcontractor :o employs #d or m individuals to p]=m con/ruction1 alt]ation1 or repair "w on a qualifi$ facility %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,a taxpay] %all n be treat$ z fail+ to satisfy ! requirem5ts ( ?is p>agraph if su* taxpay]-- 7,i7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph1 or 7,,ii7 subject to clause 7iii71 9 ! case ( any failure by ! taxpay] to satisfy ! requirem5t "u subp>agraphs 7,a7 & 7,c7 ) respect to ! con/ruction1 alt]ation1 or repair "w on any qualifi$ facility to :i* subclause 7,i7 does n apply1 makes paym5t to ! ,secret>y ( a p5alty 9 an am\nt equal to ! product (-- 7aa7 #ej1 multipli$ by 7bb7 ! total labor h\rs = :i* ! requirem5t describ$ 9 su* subp>agraph 0 n satisfi$ ) respect to ! con/ruction1 alt]ation1 or repair "w on su* qualifi$ facility4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to a qualifi$ facility if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 &-- 7,i7 su* reque/ has be5 d5i$1 provid$ t su* d5ial is n ! result ( a refusal by ! contractors or subcontractors engag$ 9 ! p]=mance ( con/ruction1 alt]ation1 or repair "w on su* qualifi$ facility to comply ) ! e/abli%$ /&>ds & requirem5ts ( ! regi/]$ appr5tice%ip program1 or 7,,ii7 ! regi/]$ appr5tice%ip program fails to respond to su* reque/ )9 #e bus9ess days aft] ! date on :i* su* regi/]$ appr5tice%ip program receiv$ su* reque/4 7iii7 ,int5tional disreg>d ,if ! ,secret>y det]m9es t any failure describ$ 9 subclause 7i77,,ii7 is due to int5tional disreg>d ( ! requirem5ts "u subp>agraphs 7,a7 & 7,c71 subclause 7i77,,ii7 %all be appli$ by sub/itut+ #ejj = #ej 9 item 7aa7 !re(4 7,e7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ,labor h\rs ,! t]m labor h\rs-- 7,i7 means ! total numb] ( h\rs devot$ to ! p]=mance ( con/ruction1 alt]ation1 or repair "w by employees ( ! taxpay] 7includ+ con/ruction1 alt]ation1 or repair "w by any contractor or subcontractor71 & 7,,ii7 excludes any h\rs work$ by-- 7aa7 =em51 7bb7 sup]9t5d5ts1 7cc7 own]s1 or 7dd7 p]sons employ$ 9 a bona fide executive1 adm9i/rative1 or pr(essional capacity 7)9 ! mean+ ( ^? t]ms 9 "p #eda ( title #bi1 ,code ( ,f$]al ,regulations74 7ii7 ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice means an individual :o is an employee ( ! contractor or subcontractor & :o is p>ticipat+ 9 a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b74 7#i7 ,dome/ic cont5t bonus cr$it am\nt 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ facility :i* satisfies ! requirem5t "u subp>agraph 7,b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 7det]m9$ aft] ! application ( p>agraphs 7#a7 ?r\gh 7#h77 %all be increas$ by an am\nt equal to #aj p]c5t ( ! am\nt o!rwise 9 effect "u su* subsection4 7,b7 ,requirem5t 7i7 ,9 g5]al ,! requirem5t describ$ 9 ?is subclause ) respect to any qualifi$ facility is satisfi$ if ! taxpay] c]tifies to ! ,secret>y 7at su* "t1 & 9 su* =m & mann]1 z ! ,secret>y may prescribe7 t any /eel1 iron1 or manufactur$ product :i* is a compon5t ( su* facility 7^u completion ( con/ruction7 0 produc$ 9 ! ,unit$ ,/ates4 7ii7 ,/eel & iron 7,i7 ,9 g5]al ,9 ! case ( /eel or iron1 clause 7i7 %all be appli$ 9 a mann] consi/5t ) section #ffa4e7;b7 ( title #di1 ,code ( ,f$]al ,regulations4 7,,ii7 ,exception ,subclause 7,i7 %all n apply ) respect to any /eel or iron :i* is us$ z a compon5t or subcompon5t ( a manufactur$ product :i* is n prim>ily made ( /eel or iron4 7iii7 ,manufactur$ product ,= purposes ( clause 7i71 ! manufactur$ products :i* are compon5ts ( a qualifi$ facility ^u completion ( con/ruction %all be deem$ to h be5 produc$ 9 ! ,unit$ ,/ates if n less ?an ! adju/$ p]c5tage ( ! total co/s across all su* manufactur$ products ( su* facility are attributable to manufactur$ products 7includ+ compon5ts7 :i* are m9$1 produc$1 or manufactur$ 9 ! ,unit$ ,/ates4 7,c7 ,adju/$ p]c5tage 7i7 ,9 g5]al ,subject to subclause 7ii71 = purposes ( subp>agraph 7,b77iii71 ! adju/$ p]c5tage %all be-- 7,i7 9 ! case ( a facility ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbe1 #dj p]c5t1 7,,ii7 9 ! case ( a facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbd1 & be=e ,janu>y #a1 #bjbf1 #de p]c5t1 7,,iii7 9 ! case ( a facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbe1 & be=e ,janu>y #a1 #bjbg1 #ej p]c5t1 & 7,,iv7 9 ! case ( a facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbf1 #ee p]c5t4 7ii7 ,(f%ore w9d facility ,= purposes ( subp>agraph 7,b77iii71 9 ! case ( a qualifi$ facility :i* is an (f%ore w9d facility1 ! adju/$ p]c5tage %all be-- 7,i7 9 ! case ( a facility ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbe1 #bj p]c5t1 7,,ii7 9 ! case ( a facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbd1 & be=e ,janu>y #a1 #bjbf1 #bg4e p]c5t1 7,,iii7 9 ! case ( a facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbe1 & be=e ,janu>y #a1 #bjbg1 #ce p]c5t1 7,,iv7 9 ! case ( a facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbf1 & be=e ,janu>y #a1 #bjbh1 #de p]c5t1 & 7,v7 9 ! case ( a facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbg1 #ee p]c5t4 7#aj7 ,phase\t = elective paym5t 7,a7 ,9 g5]al ,9 ! case ( a taxpay] mak+ an election "u section #fdag ) respect to a cr$it "u ?is section1 ! am\nt ( su* cr$it %all be replac$ )-- 7i7 ! value ( su* cr$it 7det]m9$ )\t reg>d to ?is p>agraph71 multipli$ by 7ii7 ! applicable p]c5tage4 7,b7 #ajj p]c5t applicable p]c5tage = c]ta9 qualifi$ facilities ,9 ! case ( any qualifi$ facility-- 7i7 :i* satisfies ! requirem5ts "u p>agraph 7#i7 ) respect to ! con/ruction ( su* facility1 or 7ii7 ) a maximum net output ( less ?an #a megawatt1 ! applicable p]c5tage %all be #ajj p]c5t4 7,c7 ,phas$ dome/ic cont5t requirem5t ,subject to subp>agraph 7,d71 9 ! case ( any qualifi$ facility :i* is n describ$ 9 subp>agraph 7,b71 ! applicable p]c5tage %all be-- 7i7 if con/ruction ( su* facility began be=e ,janu>y #a1 #bjbd1 #ajj p]c5t1 7ii7 if con/ruction ( su* facility began 9 cal5d> ye> #bjbd1 #ij p]c5t1 7iii7 if con/ruction ( su* facility began 9 cal5d> ye> #bjbe1 #he p]c5t1 & 7iv7 if con/ruction ( su* facility began aft] ,decemb] #ca1 #bjbe1 #j p]c5t4 7,d7 ,exception 7i7 ,9 g5]al ,= purposes ( ?is p>agraph1 ! ,secret>y %all provide appropriate exceptions to ! requirem5ts "u subp>agraph 7,b7 = ! con/ruction ( qualifi$ facilities if-- 7,i7 ! inclusion ( dome/ic products increases ! ov]all co/s ( con/ruction ( qualifi$ facilities by m ?an #be p]c5t1 or 7,,ii7 relevant dome/ic products are n produc$ 9 ! ,unit$ ,/ates 9 suffici5t & reasonably available quantities or ( a satisfactory quality4 7ii7 ,applicable p]c5tage ,9 any case 9 :i* ! ,secret>y provides an exception pursuant to clause 7i71 ! applicable p]c5tage %all be #ajj p]c5t4 7#aa7 ,special rule = qualifi$ facility locat$ 9 en]gy community 7,a7 ,9 g5]al ,9 ! case ( a qualifi$ facility :i* is locat$ 9 an en]gy community1 ! cr$it det]m9$ "u subsection 7a7 %all be increas$ by an am\nt equal to #aj p]c5t ( ! am\nt o!rwise 9 effect "u su* subsection 7)\t application ( subsection 7b77#i774 7,b7 ,en]gy community ,! t]m en]gy community means a c5sus tract or any directly adjo9+ c5sus tract 9 :i*-- 7i7 aft] ,decemb] #ca1 #aiii1 a coal m9e has clos$1 or 7ii7 aft] ,decemb] #ca1 #bjji1 a coal-fir$ electric g5]at+ unit has be5 retir$4 7#ab7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is subsection4 4 7g7 ,cr$it r$uc$ = tax-exempt bonds ,section #de7;b77#c7 is am5d$ to read z foll[s3 7#c7 ,cr$it r$uc$ = tax-exempt bonds ,! am\nt ( ! cr$it det]m9$ "u subsection 7a7 ) respect to any facility = any taxable ye> 7det]m9$ aft] ! application ( p>agraphs 7#a7 & 7#b77 %all be r$uc$ by ! am\nt :i* is ! product ( ! am\nt s det]m9$ = su* ye> & ! less] ( #ae p]c5t or a fraction-- 7,a7 ! num]ator ( :i* is ! sum1 = ! taxable ye> & all prior taxable ye>s1 ( proce$s ( an issue ( any obligations us$ to provide f9anc+ = ! qualifi$ facility ! int]e/ on :i* is exempt f tax "u section #ajc1 & 7,b7 ! d5om9ator ( :i* is ! aggregate am\nt ( additions to ! capital acc\nt = ! qualifi$ facility = ! taxable ye> & all prior taxable ye>s4 ,! am\nts "u ! prec$+ s5t5ce = any taxable ye> %all be det]m9$ z ( ! close ( ! taxable ye>4 4 7h7 ,r\nd+ adju/m5t ,section #de7;b77#b7 is am5d$ by /rik+ ,if any am\nt z increas$ "u ! prec$+ s5t5ce is n a multiple ( #j4a c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4a c5t & ins]t+ ,if ! #j4c c5t am\nt z increas$ "u ! prec$+ s5t5ce is n a multiple ( #j4je c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4je c5t4 ,9 any o!r case1 if an am\nt z increas$ "u ?is p>agraph is n a multiple ( #j4a c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4a c5t4 7i7 ,con=m+ am5dm5t ,section #de7;b77#d77;,a7 is am5d$ by /rik+ la/ s5t5ce & ins]t+ la/ two s5t5ces4 7j7 ,effective dates 7#a7 ,! am5dm5ts made by subsections 7a71 7b71 7c71 7d71 7e71 7f71 7h71 & 7i7 ( ?is section %all apply to facilities plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 7#b7 ,! am5dm5t made by subsection 7g7 %all apply to facilities ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjba4 #acfajb4 ,ext5sion & modification ( en]gy cr$it 7a7 ,ext5sion ( cr$it ,! foll[+ provisions ( section #dh are ea* am5d$ by /rik+ ,janu>y #a1 #bjbd ea* place x appe>s & ins]t+ ,janu>y #a1 #bjbg3 7#a7 ,subsection 7a77#b77;,a77i77,,ii74 7#b7 ,subsection 7a77#c77;,a77ii74 7#c7 ,subsection 7c77#a77;,d74 7#d7 ,subsection 7c77#b77;,d74 7#e7 ,subsection 7c77#d77;,c74 7b7 ,fur!r ext5sion = c]ta9 en]gy prop]ty ,! foll[+ provisions ( section #dh are ea* am5d$ by /rik+ ,janu>y #a1 #bjbd ea* place x appe>s & ins]t+ ,janu>y #a1 #bjcd3 7#a7 ,subsection 7a77#c77;,a77vii74 7#b7 ,subsection 7c77#c77;,a77iv74 7c7 ,phase\t ( cr$it ,section #dh7;a7 is am5d$ by /rik+ p>agraphs 7#f7 & 7#g7 & ins]t+ ! foll[+ new p>agraph3 7#f7 ,phase\t = c]ta9 en]gy prop]ty ,9 ! case ( any qualifi$ fuel cell prop]ty1 qualifi$ small w9d prop]ty1 or en]gy prop]ty describ$ 9 clause 7i7 or clause 7ii7 ( p>agraph 7#c77;,a7 ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjai & :i* is plac$ 9 s]vice be=e ,janu>y #a1 #bjbb1 ! en]gy p]c5tage det]m9$ "u p>agraph 7#b7 %all be equal to #bf p]c5t4 4 7d7 ,base en]gy p]c5tage am\nt ,section #dh7;a7 is am5d$-- 7#a7 9 p>agraph 7#b77;,a7-- 7,a7 9 clause 7i71 by /rik+ #cj p]c5t & ins]t+ #f p]c5t1 & 7,b7 9 clause 7ii71 by /rik+ #aj p]c5t & ins]t+ #b p]c5t1 & 7#b7 9 p>agraph 7#e77;,a77ii71 by /rik+ #cj p]c5t & ins]t+ #f p]c5t4 7e7 #f p]c5t cr$it = geo!rmal ,section #dh7;a77#b77;,a77i77,,ii7 is am5d$ by /rik+ p>agraph 7#c77;,a77i7 & ins]t+ clause 7i7 or 7iii7 ( p>agraph 7#c77;,a74 7f7 ,en]gy /orage te*nologies2 qualifi$ biogas prop]ty2 microgrid controll]s2 ext5sion ( wa/e en]gy recov]y prop]ty 7#a7 ,9 g5]al ,section #dh7;a77#c77;,a7 is am5d$ by /rik+ or at ! end ( clause 7vii71 & by add+ at ! end ! foll[+ new clauses3 7ix7 en]gy /orage te*nology1 7x7 qualifi$ biogas prop]ty1 or 7xi7 microgrid controll]s1 4 7#b7 ,application ( #f p]c5t cr$it ,section #dh7;a77#b77;,a77i7 is am5d$ by /rik+ & at ! end ( subclauses 7,,iv7 & 7,v7 & add+ at ! end ! foll[+ new subclauses3 7,,vi7 en]gy /orage te*nology1 7,,vii7 qualifi$ biogas prop]ty1 7,,viii7 microgrid controll]s1 & 7,,ix7 en]gy prop]ty describ$ 9 clauses 7v7 & 7vii7 ( p>agraph 7#c77;,a71 & 4 7#c7 ,def9itions ,section #dh7;c7 is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#f7 ,en]gy /orage te*nology 7,a7 ,9 g5]al ,! t]m en]gy /orage te*nology means prop]ty 7o!r ?an prop]ty prim>ily us$ 9 ! transportation ( goods or individuals & n = ! production ( electricity7 :i* receives1 /ores1 & deliv]s en]gy = conv]sion to electricity 7or1 9 ! case ( hydrog51 :i* /ores en]gy71 & has a nameplate capacity ( n less ?an #e kil[att h\rs4 7,b7 ,modifications ( c]ta9 prop]ty ,9 ! case ( any equipm5t :i* ei!r-- 7i7 w\ld be describ$ 9 subp>agraph 7,a7 except t su* equipm5t has a capacity ( less ?an #e kil[att h\rs & is modifi$ su* t su* equipm5t 7aft] su* modification7 has a nameplate capacity ( n less ?an #e kil[att h\rs1 or 7ii7 is describ$ 9 subp>agraph 7,a7 & :i* has a capacity ( n less ?an #e kil[att h\rs & is modifi$ su* t su* equipm5t 7aft] su* modification7 has an increas$ nameplate capacity1 su* equipm5t %all be treat$ z describ$ 9 subp>agraph 7,a7 except t ! basis ( any prop]ty :i* 0 "p ( su* equipm5t be=e su* modification %all n be tak5 into acc\nt = purposes ( ?is section4 ,9 ! case ( any prop]ty to :i* ?is subp>agraph applies1 subp>agraph 7,c7 %all be appli$ by sub/itut+ modification = con/ruction4 7,c7 ,t]m9ation ,! t]m en]gy /orage te*nology %all n include any prop]ty ! con/ruction ( :i* does n beg9 be=e ,janu>y #a1 #bjbg4 7#g7 ,qualifi$ biogas prop]ty 7,a7 ,9 g5]al ,! t]m qualifi$ biogas prop]ty means prop]ty compris+ a sy/em :i*-- 7i7 conv]ts biomass 7z def9$ 9 section #de,k7c77#c71 z 9 effect on ! date ( enactm5t ( ?is p>agraph7 into a gas :i*-- 7,i7 consi/s ( n less ?an #eb p]c5t me?ane by volume1 or 7,,ii7 is conc5trat$ by su* sy/em into a gas :i* consi/s ( n less ?an #eb p]c5t me?ane1 & 7ii7 captures su* gas = sale or productive use1 & n = disposal via combu/ion4 7,b7 ,inclusion ( clean+ & condition+ prop]ty ,! t]m qualifi$ biogas prop]ty includes any prop]ty :i* is "p ( su* sy/em :i* cleans or conditions su* gas4 7,c7 ,t]m9ation ,! t]m qualifi$ biogas prop]ty %all n include any prop]ty ! con/ruction ( :i* does n beg9 be=e ,janu>y #a1 #bjbg4 7#h7 ,microgrid controll] 7,a7 ,9 g5]al ,! t]m microgrid controll] means equipm5t :i* is-- 7i7 "p ( a qualifi$ microgrid1 & 7ii7 design$ & us$ to monitor & control ! en]gy res\rces & loads on su* microgrid4 7,b7 ,qualifi$ microgrid ,! t]m qualifi$ microgrid means an electrical sy/em :i*-- 7i7 includes equipm5t :i* is capable ( g5]at+ n less ?an #d kil[atts & n great] ?an #bj megawatts ( electricity1 7ii7 is capable ( op]at+-- 7,i7 9 connection ) ! electrical grid & z a s+le controllable entity ) respect to su* grid1 & 7,,ii7 indep5d5tly 7& disconnect$7 f su* grid1 & 7iii7 is n "p ( a bulk-p[] sy/em 7z def9$ 9 section #bae ( ! ,f$]al ,p[] ,act 7#af ,u4,s4,c4 #bdo774 7,c7 ,t]m9ation ,! t]m microgrid controll] %all n include any prop]ty ! con/ruction ( :i* does n beg9 be=e ,janu>y #a1 #bjbg4 4 7#d7 ,d5ial ,( ,d\ble ,b5efit ,= ,qualifi$ ,biogas ,prop]ty ,section #de7;e7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#ab7 ,coord9ation ) en]gy cr$it = qualifi$ biogas prop]ty ,! t]m qualifi$ facility %all n include any facility :i* produces electricity f gas produc$ by qualifi$ biogas prop]ty 7z def9$ 9 section #dh7;c77#g77 if a cr$it is det]m9$ "u section #dh ) respect to su* prop]ty = ! taxable ye> or any prior taxable ye>4 4 7#e7 ,ext5sion ( wa/e en]gy recov]y prop]ty ,section #dh7;c77#e77;,d7 is am5d$ by /rik+ ,janu>y #a1 #bjbd & ins]t+ ,janu>y #a1 #bjcd4 7#f7 ,phase\t ( c]ta9 o!r en]gy prop]ty ,section #dh7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,phase\t = c]ta9 o!r en]gy prop]ty ,9 ! case ( any en]gy prop]ty describ$ 9 clause 7v71 7vii7 or 7viii7 ( p>agraph 7#c77;,a71 ! en]gy p]c5tage det]m9$ "u p>agraph 7#b7 %all be equal to-- 7,a7 9 ! case ( any prop]ty describ$ 9 p>agraph 7#c77;,a77viii7 ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjai1 & :i* is plac$ 9 s]vice be=e ,janu>y #a1 #bjbb1 #bf p]c5t1 7,b7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjcb1 & :i* is plac$ 9 s]vice aft] ,decemb] #ca1 #bjba1 #f p]c5t1 7,c7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjca & be=e ,janu>y #a1 #bjcc1 #e4b p]c5t1 & 7,d7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjcb & be=e ,janu>y #a1 #bjcd1 #d4d p]c5t4 4 7g7 ,fuel cells us+ electrome*anical processes 7#a7 ,9 g5]al ,section #dh7;c77#a7 is am5d$-- 7,a7 9 subp>agraph 7,a77i7-- 7i7 by ins]t+ or electrome*anical aft] electro*emical1 & 7ii7 by ins]t+ 7#a kil[att 9 ! case ( a fuel cell p[] plant ) a l9e> g5]ator assembly7 aft] #j4e kil[att1 & 7,b7 9 subp>agraph 7,c7-- 7i7 by ins]t+ 1 or l9e> g5]ator assembly1 aft] a fuel cell /ack assembly1 & 7ii7 by ins]t+ or electrome*anical aft] electro*emical4 7#b7 ,l9e> g5]ator assembly limitation ,section #dh7;c77#a7 is am5d$ by r$esignat+ subp>agraph 7,d7 z subp>agraph 7,e7 & by ins]t+ aft] subp>agraph 7,c7 ! foll[+ new subp>agraph3 7,d7 ,l9e> g5]ator assembly ,! t]m l9e> g5]ator assembly does n include any assembly :i* conta9s rotat+ p>ts4 4 7h7 ,dynamic glass ,section #dh7;a77#c77;,a77ii7 is am5d$ by ins]t+ 1 or electro*romic glass :i* uses electricity to *ange its light transmittance prop]ties 9 ord] to heat or cool a /ructure1 aft] sunlight4 7i7 ,coord9ation ) l[ income h\s+ tax cr$it ,p>agraph 7#c7 ( section #ej7;c7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$-- 7#a7 by /rik+ & at ! end ( subp>agraph 7,a71 7#b7 by /rik+ ! p]iod at ! end ( subp>agraph 7,b7 & ins]t+ 1 &1 & 7#c7 by add+ at ! end ! foll[+ new subp>agraph3 7,c7 p>agraph 7#a7 %all n apply = purposes ( det]m9+ eligible basis "u section #db4 4 7j7 ,int]connection prop]ty ,section #dh7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,int]connection prop]ty 7,a7 ,9 g5]al ,= purposes ( det]m9+ ! cr$it "u subsection 7a71 en]gy prop]ty %all include am\nts paid or incurr$ by ! taxpay] = qualifi$ int]connection prop]ty 9 connection ) ! in/allation ( en]gy prop]ty 7describ$ 9 p>agraph 7#c77;,a77 :i* has a maximum net output ( n great] ?an #e megawatts1 to provide = ! transmission or di/ribution ( ! electricity produc$ or /or$ by su* prop]ty1 & :i* are prop]ly *>geable to ! capital acc\nt ( ! taxpay]4 7,b7 ,qualifi$ int]connection prop]ty ,! t]m qualifi$ int]connection prop]ty means1 ) respect to an en]gy project :i* is n a microgrid controll]1 any tangible prop]ty-- 7i7 :i* is "p ( an addition1 modification1 or upgrade to a transmission or di/ribution sy/em :i* is requir$ at or beyond ! po9t at :i* ! en]gy project int]connects to su* transmission or di/ribution sy/em 9 ord] to accommodate su* int]connection1 7ii7 ei!r-- 7,i7 :i* is con/ruct$1 recon/ruct$1 or erect$ by ! taxpay]1 or 7,,ii7 = :i* ! co/ ) respect to ! con/ruction1 recon/ruction1 or erection ( su* prop]ty is paid or incurr$ by su* taxpay]1 & 7iii7 ! orig9al use ( :i*1 pursuant to an int]connection agreem5t1 comm5ces ) a utility4 7,c7 ,int]connection agreem5t ,! t]m int]connection agreem5t means an agreem5t ) a utility = ! purposes ( int]connect+ ! en]gy prop]ty own$ by su* taxpay] to ! transmission or di/ribution sy/em ( su* utility4 7,d7 ,utility ,! t]m utility means ! own] or op]ator ( an electrical transmission or di/ribution sy/em :i* is subject to ! regulatory au?ority ( a ,/ate or political subdivision !re(1 any ag5cy or in/rum5tality ( ! ,unit$ ,/ates1 a public s]vice or public utility commission or o!r simil> body ( any ,/ate or political subdivision !re(1 or ! gov]n+ or ratemak+ body ( an electric coop]ative4 7,e7 ,special rule = int]connection prop]ty ,9 ! case ( exp5ses paid or incurr$ = int]connection prop]ty1 am\nts o!rwise *>geable to capital acc\nt ) respect to su* exp5ses %all be r$uc$ "u rules simil> to ! rules ( section #ej7;c74 4 7k7 ,wage & appr5tice%ip requirem5ts ,section #dh7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#i7 ,increas$ cr$it am\nt = en]gy projects 7,a7 ,9 g5]al 7i7 ,rule ,9 ! case ( any en]gy project :i* satisfies ! requirem5ts ( subp>agraph 7,b71 ! am\nt ( ! cr$it det]m9$ "u ?is subsection 7det]m9$ aft] ! application ( p>agraphs 7#a7 ?r\gh 7#h7 %all be equal to su* am\nt multipli$ by #e 7det]m9$ )\t reg>d to ?is s5t5ce74 7ii7 ,en]gy project def9$ ,= purposes ( ?is subsection ! t]m en]gy project means a project consi/+ ( "o or m en]gy prop]ties t are "p ( a s+le project4 ,! requirem5ts ( ?is p>agraph %all be appli$ to su* project4 7,b7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7i7 ,a project ) a maximum net output ( less ?an #a megawatt ( electrical or !rmal en]gy4 7ii7 ,a project ! con/ruction ( :i* beg9s be=e ! date t is #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#aj7 & 7#aa74 7iii7 ,a project :i* satisfies ! requirem5ts ( p>agraphs 7#aj7 & 7#aa74 7#aj7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any en]gy project are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9-- 7i7 ! con/ruction ( su* en]gy project1 & 7ii7 = ! five-ye> p]iod beg9n+ on ! date su* project is orig9ally plac$ 9 s]vice1 ! alt]ation or repair ( su* project1 %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7,c7 ,recapture ,! ,secret>y %all1 by regulations or o!r guidance1 provide = recaptur+ ! b5efit ( any increase 9 ! cr$it all[$ "u ?is subsection by reason ( ?is p>agraph ) respect to any project :i* does n satisfy ! requirem5ts "u subp>agraph 7,a7 7aft] application ( subp>agraph 7,b77 = ! p]iod describ$ 9 clause 7ii7 ( subp>agraph 7,a7 7b :i* does n cease to be inve/m5t cr$it prop]ty )9 ! mean+ ( section #ej7;a774 ,! p]iod & p]c5tage ( su* recapture %all be det]m9$ "u rules simil> to ! rules ( section #ej7;a74 7#aa7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#ab7 ,dome/ic cont5t bonus cr$it am\nt 7,a7 ,9 g5]al ,9 ! case ( any en]gy project :i* satisfies ! requirem5t "u subp>agraph 7,b71 = purposes ( apply+ p>agraph 7#b7 ) respect to su* prop]ty1 ! en]gy p]c5tage %all be increas$ by ! applicable cr$it rate increase4 7,b7 ,requirem5t ,rules simil> to ! rules ( section #de7;b77#i77;,b7 %all apply4 7,c7 ,applicable cr$it rate increase ,= purposes ( subp>agraph 7,a71 ! applicable cr$it rate increase %all be-- 7i7 9 ! case ( an en]gy project t does n satisfy ! requirem5ts ( p>agraph 7#i77;,b71 #b p]c5tage po9ts1 & 7ii7 9 ! case ( an en]gy project t satisfies ! requirem5ts ( p>agraph 7#i77;,b71 #aj p]c5tage po9ts4 7#ac7 ,phase\t = elective paym5t ,rules simil> to ! rules ( section #de7;b77#aj7 %all apply4 7#ad7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is subsection4 4 7l7 ,special rule = prop]ty f9anc$ by tax-exempt bonds ,section #dh7;a77#d7 is am5d$ to read z foll[s3 7#d7 ,special rule = prop]ty f9anc$ by tax-exempt bonds ,rules simil> to ! rule "u section #de7;b77#c7 %all apply = purposes ( ?is section4 4 7m7 ,treatm5t ( c]ta9 contracts involv+ en]gy /orage ,section #ggja7;e7 is am5d$-- 7#a7 9 p>agraph 7#c7-- 7,a7 9 subp>agraph 7,a77i71 by /rik+ or at ! end ( subclause 7,,ii71 by /rik+ & at ! end ( subclause 7,,iii7 & ins]t+ or1 & by add+ at ! end ! foll[+ new subclause3 7,,iv7 ! op]ation ( a /orage facility1 & 1 & 7,b7 by add+ at ! end ! foll[+ new subp>agraph3 7,f7 ,/orage facility ,= purposes ( subp>agraph 7,a71 ! t]m /orage facility means a facility :i* uses en]gy /orage te*nology )9 ! mean+ ( section #dh7;c77#f74 1 & 7#b7 9 p>agraph 7#d71 by /rik+ or wat] treatm5t works facility & ins]t+ wat] treatm5t facility1 or /orage facility4 7n7 ,increase 9 cr$it rate = en]gy communities ,section #dh7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#ae7 ,increase 9 cr$it rate = en]gy communities 7,a7 ,9 g5]al ,9 ! case ( any en]gy project t is plac$ 9 s]vice )9 an en]gy community 7z def9$ 9 section #de7;b77#aa77;,b771 = purposes ( apply+ p>agraph 7#b7 ) respect to su* prop]ty1 ! en]gy p]c5tage %all be increas$ by ! applicable cr$it rate increase4 7,b7 ,applicable cr$it rate increase ,= purposes ( subp>agraph 7,a71 ! applicable cr$it rate increase %all be equal to-- 7i7 9 ! case ( any en]gy project t does n satisfy ! requirem5ts ( p>agraph 7#i77;,b71 #b p]c5tage po9ts1 & 7ii7 9 ! case ( any en]gy project t satisfies ! requirem5ts ( p>agraph 7#i77;,b71 #aj p]c5tage po9ts4 4 7o7 ,effective dates 7#a7 ,! am5dm5ts made by subsections 7a71 7b71 7c71 7d71 7h71 7i71 7j71 7l71 7m71 & 7n7 ( ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 7#b7 ,! am5dm5ts made by subsections 7e71 7f71 & 7g7 %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba1 &1 = any prop]ty ! con/ruction ( :i* beg9s prior to ,janu>y #a1 #bjbb1 only to ! ext5t ( ! basis !re( attributable to ! con/ruction1 recon/ruction1 or erection aft] ,decemb] #ca1 #bjba4 7#c7 ,! am5dm5ts made by subsection 7k7 %all apply to prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjba4 #acfajc4 ,increase 9 en]gy cr$it = sol> facilities plac$ 9 s]vice 9 connection ) l[-income communities 7a7 ,9 g5]al ,section #dh is am5d$ by add+ at ! end ! foll[+ new subsection3 7e7 ,special rules = c]ta9 sol> & w9d facilities plac$ 9 s]vice 9 connection ) l[-income communities 7#a7 ,9 g5]al ,9 ! case ( any qualifi$ sol> & w9d facility ) respect to :i* ! ,secret>y makes an allocation ( environm5tal ju/ice sol> & w9d capacity limitation "u p>agraph 7#d7-- 7,a7 ! en]gy p]c5tage o!rwise det]m9$ "u subsection 7a77#b7 ) respect to any eligible prop]ty :i* is "p ( su* facility %all be increas$ by-- 7i7 9 ! case ( a facility describ$ 9 subclause 7,i7 ( p>agraph 7#b77;,a77iii7 & n describ$ 9 subclause 7,,ii7 ( su* p>agraph1 #aj p]c5tage po9ts1 & 7ii7 9 ! case ( a facility describ$ 9 subclause 7,,ii7 ( p>agraph 7#b77;,a77iii71 #bj p]c5tage po9ts1 & 7,b7 ! increase 9 ! cr$it det]m9$ "u subsection 7a7 by reason ( ?is subsection = any taxable ye> ) respect to all prop]ty :i* is "p ( su* facility %all n exce$ ! am\nt :i* be>s ! same ratio to ! am\nt ( su* increase 7det]m9$ )\t reg>d to ?is subp>agraph7 z-- 7i7 ! environm5tal ju/ice sol> & w9d capacity limitation allocat$ to su* facility1 be>s to 7ii7 ! total megawatt nameplate capacity ( su* facility1 z measur$ 9 direct curr5t4 7#b7 ,qualifi$ sol> & w9d facility ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,! t]m qualifi$ sol> & w9d facility means any facility-- 7i7 :i* g5]ates electricity solely f prop]ty describ$ 9 section #de7;d77#a7 or 9 clause 7i7 or 7vi7 ( subsection 7a77#c77;,a71 7ii7 :i* has a maximum net output ( less ?an #e megawatts1 & 7iii7 :i*-- 7,i7 is locat$ 9 a l[-income community 7z def9$ 9 section #de;,d7e77 or on ,indian l& 7z def9$ 9 section #bfja7b7 ( ! ,en]gy ,policy ,act ( #aiib 7#be ,u4,s4,c4 #ceja7b7771 or 7,,ii7 is "p ( a qualifi$ l[-income resid5tial build+ project or a qualifi$ l[-income economic b5efit project4 7,b7 ,qualifi$ l[-income resid5tial build+ project ,a facility %all be treat$ z "p ( a qualifi$ l[-income resid5tial build+ project if-- 7i7 su* facility is in/all$ on a resid5tial r5tal build+ :i* p>ticipates 9 a cov]$ h\s+ program 7z def9$ 9 section #dadaa7;a7 ( ! ,viol5ce ,aga9/ ,wom5 ,act ( #aiid 7#cd ,u4,s4,c4 #abdia7;a77#c771 a ,h\s+ ,developm5t ,fund ,corporation coop]ative "u ,article ,,xi ( ! ,new ,york ,/ate ,private ,h\s+ ,f9ance ,law1 a h\s+ assi/ance program adm9i/]$ by ! ,dep>tm5t ( ,agriculture "u title ,v ( ! ,h\s+ ,act ( #aidi1 a h\s+ program adm9i/]$ by a tribally designat$ h\s+ entity 7z def9$ 9 section #d7bb7 ( ! ,native ,am]ican ,h\s+ ,assi/ance & ,self-,det]m9ation ,act ( #aiif 7#be ,u4,s4,c4 #dajc7bb777 or su* o!r af=dable h\s+ programs z ! ,secret>y may provide1 & 7ii7 ! f9ancial b5efits ( ! electricity produc$ by su* facility are allocat$ equitably among ! occupants ( ! dwell+ units ( su* build+4 7,c7 ,qualifi$ l[-income economic b5efit project ,a facility %all be treat$ z "p ( a qualifi$ l[-income economic b5efit project if at lea/ #ej p]c5t ( ! f9ancial b5efits ( ! electricity produc$ by su* facility are provid$ to h\seholds ) income (-- 7i7 less ?an #bjj p]c5t ( ! pov]ty l9e applicable to a family ( ! size involv$1 or 7ii7 less ?an #hj p]c5t ( area m$ian gross income 7z det]m9$ "u section #adb7;d77#b77;,b774 7,d7 ,f9ancial b5efit ,= purposes ( subp>agraphs 7,b7 & 7,c71 electricity acquir$ at a bel[-m>ket rate %all n fail to be tak5 into acc\nt z a f9ancial b5efit4 7#c7 ,eligible prop]ty ,= purposes ( ?is section1 ! t]m eligible prop]ty means en]gy prop]ty :i* is "p ( a facility describ$ 9 section #de7;d77#a7 or 9 clause 7i7 or 7vi7 ( subsection 7a77#c77;,a71 includ+ en]gy /orage prop]ty 7describ$ 9 subsection 7a77#c77;,a77viii77 in/all$ 9 connection ) su* en]gy prop]ty4 7#d7 ,allocations 7,a7 ,9 g5]al ,n lat] ?an #bgj days aft] ! date ( enactm5t ( ?is subsection1 ! ,secret>y %all e/abli% a program to allocate am\nts ( environm5tal ju/ice sol> & w9d capacity limitation to qualifi$ sol> & w9d facilities4 7,b7 ,limitation ,! am\nt ( environm5tal ju/ice sol> & w9d capacity limitation allocat$ by ! ,secret>y "u subp>agraph 7,a7 dur+ any cal5d> ye> %all n exce$ ! annual capacity limitation ) respect to su* ye>4 7,c7 ,annual capacity limitation ,= purposes ( ?is p>agraph1 ! t]m annual capacity limitation means #a4h gigawatts ( direct curr5t capacity = ea* ( cal5d> ye>s #bjbb ?r\gh #bjbf1 & z]o !reaft]4 7,d7 ,c>ryov] ( unus$ limitation ,if ! annual capacity limitation = any cal5d> ye> exce$s ! aggregate am\nt allocat$ = su* ye> "u ?is p>agraph1 su* limitation = ! succe$+ cal5d> ye> %all be increas$ by ! am\nt ( su* excess4 ,no am\nt may be c>ri$ "u ! prec$+ s5t5ce to any cal5d> ye> aft] #bjbf except z provid$ 9 section #dh;,f7i77#d77;,d77ii74 7,e7 ,plac$ 9 s]vice deadl9e 7i7 ,9 g5]al ,p>agraph 7#a7 %all n apply ) respect to any prop]ty :i* is plac$ 9 s]vice aft] ! date t is #d ye>s aft] ! date ( ! allocation ) respect to ! facility ( :i* su* prop]ty is a "p4 7ii7 ,application ( c>ryov] ,any am\nt ( environm5tal ju/ice sol> & w9d capacity limitation :i* expires "u clause 7i7 dur+ any cal5d> ye> %all be tak5 into acc\nt z an excess describ$ 9 subp>agraph 7,d7 7or z an increase 9 su* excess7 = su* cal5d> ye>1 subject to ! limitation impos$ by ! la/ s5t5ce ( su* subp>agraph4 7,f7 ,selection crit]ia 7i7 ,9 g5]al ,9 det]m9+ to :i* qualifi$ sol> & w9d facilities to allocate environm5tal ju/ice sol> & w9d capacity limitation "u ?is p>agraph1 ! ,secret>y %all take into consid]ation :i* facilities w result 9-- 7,i7 ! greate/ heal? & economic b5efits1 includ+ ! ability to )/& extreme wea!r ev5ts1 = individuals describ$ 9 section #de;,d7e77#b71 7,,ii7 ! greate/ employm5t & wages = su* individuals1 & 7,,iii7 ! greate/ engagem5t )1 outrea* to1 or own]%ip by1 su* individuals1 includ+ ?r\gh p>tn]%ips ) local gov]nm5ts1 community-bas$ organizations1 an ,indian tribal gov]nm5t 7z def9$ 9 clause 7ii771 or any ,alaska ,native ,corporation 7z def9$ 9 section #c ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7m774 7ii7 ,indian tribal gov]nm5t ,= purposes ( ?is subp>agraph1 ! t]m ,indian tribal gov]nm5t means ! recogniz$ gov]n+ body ( any ,indian or ,alaska ,native tribe1 b&1 nation1 pueblo1 village1 community1 compon5t b&1 or compon5t res]vation1 individually id5tifi$ 7includ+ p>5!tically7 9 ! li/ publi%$ mo/ rec5tly z ( ! date ( enactm5t ( ?is subsection pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid 7#be ,u4,s4,c4 #eaca74 7,g7 ,disclosure ( allocations ,! ,secret>y %all1 ^u mak+ an allocation ( environm5tal ju/ice sol> & w9d capacity limitation "u ?is p>agraph1 publicly disclose ! id5tity ( ! applicant1 ! am\nt ( ! environm5tal ju/ice sol> & w9d capacity limitation allocat$ to su* applicant1 & ! location ( ! facility = :i* su* allocation is made4 7#e7 ,recapture ,! ,secret>y %all1 by regulations or o!r guidance1 provide = recaptur+ ! b5efit ( any increase 9 ! cr$it all[$ "u subsection 7a7 by reason ( ?is subsection ) respect to any prop]ty :i* ceases to be prop]ty eligible = su* increase 7b :i* does n cease to be inve/m5t cr$it prop]ty )9 ! mean+ ( section #ej7;a774 ,! p]iod & p]c5tage ( su* recapture %all be det]m9$ "u rules simil> to ! rules ( section #ej7;a74 ,to ! ext5t provid$ by ! ,secret>y1 su* recapture may n apply ) respect to any prop]ty if1 )9 #ab mon?s aft] ! date ! taxpay] becomes aw>e 7or reasonably %\ld h become aw>e7 ( su* prop]ty ceas+ to be prop]ty eligible = su* increase1 ! eligibility ( su* prop]ty = su* increase is re/or$4 ,! prec$+ s5t5ce %all n apply m ?an once ) respect to any facility4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ,janu>y #a1 #bjbb4 #acfajd4 ,elective paym5t = en]gy prop]ty & electricity produc$ f c]ta9 r5ewable res\rces1 etc 7a7 ,9 g5]al ,sub*apt] ,b ( *apt] #fe is am5d$ by ins]t+ aft] section #fdaf ! foll[+ new section3 #fdag4 ,elective paym5t ( applicable cr$its 7a7 ,9 g5]al ,9 ! case ( a taxpay] mak+ an election 7at su* "t & 9 su* mann] z ! ,secret>y may provide7 "u ?is section ) respect to any applicable cr$it det]m9$ ) respect to su* taxpay]1 su* taxpay] %all be treat$ z mak+ a paym5t aga9/ ! tax impos$ by subtitle ,a 7= ! taxable ye> ) respect to :i* su* cr$it 0 det]m9$7 equal to ! am\nt ( su* cr$it4 7b7 ,applicable cr$it ,! t]m applicable cr$it means ea* ( ! foll[+3 7#a7 ,s mu* ( ! r5ewable electricity production cr$it det]m9$ "u section #de z is attributable to qualifi$ facilities :i* are orig9ally plac$ 9 s]vice aft] ,decemb] #ca1 #bjba1 & ) respect to :i* an election is made "u subsection 7c77#c74 7#b7 ,! en]gy cr$it det]m9$ "u section #dh4 7#c7 ,s mu* ( ! cr$it = c>bon oxide seque/ration det]m9$ "u section #de,q z is attributable to c>bon capture equipm5t :i* is orig9ally plac$ 9 s]vice aft] ,decemb] #ca1 #bjba1 & ) respect to :i* an election is made "u subsection 7c77#c74 7#d7 ,! cr$it = alt]native fuel vehicle refuel+ prop]ty all[$ "u section #cj;,c4 7#e7 ,! qualify+ advanc$ en]gy project cr$it det]m9$ "u section #dh;,c4 7c7 ,special rules ,= purposes ( ?is section-- 7#a7 ,application to tax-exempt & gov]nm5tal entities ,9 ! case ( any organization exempt f ! tax impos$ by subtitle ,a1 any ,/ate or local gov]nm5t 7or political subdivision !re(71 ! ,t5nessee ,valley ,au?ority1 an ,indian tribal gov]nm5t 7z def9$ 9 section #dh7;e77#d77;,f77ii771 or any ,alaska ,native ,corporation 7z def9$ 9 section #c ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7m77 :i* makes ! election describ$ 9 subsection 7a71 any applicable cr$it %all be det]m9$-- 7,a7 )\t reg>d to p>agraphs 7#c7 & 7#d77;,a77i7 ( section #ej7;b71 & 7,b7 by treat+ any prop]ty ) respect to :i* su* cr$it is det]m9$ z us$ 9 a trade or bus9ess ( ! taxpay]4 7#b7 ,application to p>tn]%ips & ,s corporations 7,a7 ,9 g5]al ,9 ! case ( any applicable cr$it det]m9$ ) respect to any facility or prop]ty held directly by a p>tn]%ip or ,s corporation1 if su* p>tn]%ip or ,s corporation makes an election "u ?is subsection 79 su* mann] z ! ,secret>y may provide7 ) respect to su* cr$it-- 7i7 ! ,secret>y %all make a paym5t to su* p>tn]%ip or ,s corporation equal to ! am\nt ( su* cr$it1 7ii7 subsection 7d7 %all be appli$ ) respect to su* cr$it be=e det]m9+ any p>tn]'s di/ributive %>e1 or %>ehold]'s pro rata %>e1 ( su* cr$it1 7iii7 any am\nt ) respect to :i* ! election 9 subsection 7a7 is made %all be treat$ z tax exempt income = purposes ( sections #gje & #acff1 & 7iv7 a p>tn]'s di/ributive %>e ( su* tax exempt income %all be bas$ on su* p>tn]'s di/ributive %>e ( ! o!rwise applicable cr$it = ea* taxable ye>4 7,b7 ,coord9ation ) application at p>tn] or %>ehold] level ,9 ! case ( any p>tn]%ip or ,s corporation1 subsection 7a7 %all be appli$ at ! p>tn] or %>ehold] level aft] application ( subp>agraph 7,a77ii74 7#c7 ,elections 7,a7 ,9 g5]al ,any election "u ?is subsection %all be made n lat] ?an ! due date 7includ+ ext5sions ( "t7 = ! return ( tax = ! taxable ye> = :i* ! election is made1 b 9 no ev5t e>li] ?an #bgj days aft] ! date ( ! enactm5t ( ?is section4 ,any su* election1 once made1 %all be irrevocable4 ,except z o!rwise provid$ 9 ?is p>agraph1 any election "u ?is subsection %all apply ) respect to any cr$it = ! taxable ye> = :i* ! election is made4 7,b7 ,r5ewable electricity production cr$it ,9 ! case ( ! cr$it describ$ 9 subsection 7b77#a71 any election "u ?is subsection %all-- 7i7 apply sep>ately ) respect to ea* qualifi$ facility1 7ii7 be made = ! taxable ye> 9 :i* su* qualifi$ facility is orig9ally plac$ 9 s]vice1 & 7iii7 %all apply to su* taxable ye> & all subsequ5t taxable ye>s ) respect to su* qualifi$ facility4 7,c7 ,cr$it = c>bon oxide seque/ration ,9 ! case ( ! cr$it describ$ 9 subsection 7b77#c71 any election "u ?is subsection %all-- 7i7 apply sep>ately ) respect to ! c>bon capture equipm5t orig9ally plac$ 9 s]vice by ! taxpay] dur+ a taxable ye>1 & 7ii7 %all apply to su* taxable ye> & all subsequ5t taxable ye>s ) respect to su* equipm5t4 7#d7 ,tim+ ,! paym5t describ$ 9 subsection 7a7 %all be treat$ z made on-- 7,a7 9 ! case ( any gov]nm5t1 or political subdivision1 describ$ 9 p>agraph 7#a7 & = :i* no return is requir$ "u section #fjaa or #fjcc7;a71 ! lat] ( ! date t a return w\ld be due "u section #fjcc7;a7 if su* gov]nm5t or subdivision 7 describ$ 9 t section or ! date on :i* su* gov]nm5t or subdivision submits a claim = cr$it or refund 7at su* "t & 9 su* mann] z ! ,secret>y %all provide71 & 7,b7 9 any o!r case1 ! lat] ( ! due date 7det]m9$ )\t reg>d to ext5sions7 ( ! return ( tax = ! taxable ye> or ! date on :i* su* return is fil$4 7#e7 ,treatm5t ( paym5ts to p>tn]%ips & ,s corporations ,= purposes ( section #acbd ( title #ca1 ,unit$ ,/ates ,code1 ! paym5ts "u p>agraph 7#b77;,a77ii7 %all be treat$ 9 ! same mann] z a refund due f a cr$it provision ref]r$ to 9 subsection 7b77#b7 ( su* section4 7#f7 ,additional in=mation ,z a condition (1 & prior to1 a paym5t "u ?is section1 ! ,secret>y may require su* in=mation or regi/ration z ! ,secret>y deems necess>y or appropriate = purposes ( prev5t+ duplication1 fraud1 improp] paym5ts1 or excessive paym5ts "u ?is section4 7#g7 ,excessive paym5t 7,a7 ,9 g5]al ,9 ! case ( a paym5t made to a taxpay] "u ?is subsection or any am\nt treat$ z a paym5t :i* is made by ! taxpay] "u subsection 7a7 :i* ! ,secret>y det]m9es con/itutes an excessive paym5t1 ! tax impos$ on su* taxpay] by *apt] #a = ! taxable ye> 9 :i* su* det]m9ation is made %all be increas$ by an am\nt equal to ! sum (-- 7i7 ! am\nt ( su* excessive paym5t1 plus 7ii7 an am\nt equal to #bj p]c5t ( su* excessive paym5t4 7,b7 ,reasonable cause ,subp>agraph 7,a77ii7 %all n apply if ! taxpay] demon/rates to ! satisfaction ( ! ,secret>y t ! excessive paym5t result$ f reasonable cause4 7,c7 ,excessive paym5t def9$ ,= purposes ( ?is p>agraph1 ! t]m excessive paym5t means1 ) respect to a facility = :i* an election is made "u ?is section = any taxable ye>1 an am\nt equal to ! excess (-- 7i7 ! am\nt ( ! paym5t made to ! taxpay] "u ?is subsection or any am\nt treat$ z a paym5t :i* is made by ! taxpay] "u subsection 7a7 ) respect to su* facility = su* taxable ye>1 ov] 7ii7 ! am\nt ( ! cr$it :i*1 )\t application ( ?is subsection1 w\ld be o!rwise all[able 7det]m9$ )\t reg>d to section #ch7;c77 "u ?is section ) respect to su* facility = su* taxable ye>4 7d7 ,d5ial ( d\ble b5efit ,9 ! case ( a taxpay] mak+ an election "u ?is section ) respect to an applicable cr$it1 su* cr$it %all be r$uc$ to z]o & %all1 = any o!r purposes "u ?is title1 be deem$ to h be5 all[$ to ! taxpay] = su* taxable ye>4 7e7 ,mirror code possessions ,9 ! case ( any possession ( ! ,unit$ ,/ates ) a mirror code tax sy/em 7z def9$ 9 section #bd7k771 ?is section %all n be treat$ z "p ( ! income tax laws ( ! ,unit$ ,/ates = purposes ( det]m9+ ! income tax law ( su* possession unless su* possession elects to h ?is section be s treat$4 7f7 ,basis r$uction & recapture ,except z o!rwise provid$ 9 subsection 7c77#a77;,a71 rules simil> to ! rules ( section #ej %all apply = purposes ( ?is section4 7g7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+-- 7#a7 regulations or o!r guidance provid+ rules = det]m9+ a p>tn]'s di/ributive %>e ( ! tax exempt income describ$ 9 subsection 7c77#b77;,a77iii71 & 7#b7 guidance to ensure t ! am\nt ( ! paym5t or deem$ paym5t made "u ?is section is comm5surate ) ! am\nt ( ! cr$it t w\ld be o!rwise all[able 7det]m9$ )\t reg>d to section #ch7;c774 4 7b7 ,application ) respect to real e/ate inve/m5t tru/s ,section #ej7;d7 is am5d$ by add+ at ! end ! foll[+3 ,9 ! case ( a real e/ate inve/m5t tru/ mak+ an election "u section #fdag1 p>agraphs 7#a77;,b7 & 7#b77;,b7 ( ! section #df7;e7 ref]r$ to 9 p>agraph 7#a7 ( ?is subsection %all n apply to any qualifi$ inve/m5t cr$it prop]ty ( a real e/ate inve/m5t tru/44 7d7 ,cl]ical am5dm5t ,! table ( sections = sub*apt] ,b ( *apt] #fe is am5d$ by ins]t+ aft] ! item relat+ to section #fdaf ! foll[+ new item3 ,sec4 #fdag4 ,elective paym5t ( applicable cr$its4 4 7e7 ,9 g5]al ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acfaje4 ,inve/m5t cr$it = electric transmission prop]ty 7a7 ,9 g5]al ,subp>t ,e ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #dh;,c ! foll[+ new section3 #dh;,d4 ,qualify+ electric transmission prop]ty 7a7 ,all[ance ( cr$it ,= purposes ( section #df1 ! qualify+ electric transmission prop]ty cr$it = any taxable ye> is an am\nt equal to #f p]c5t ( ! basis ( qualify+ electric transmission prop]ty plac$ 9 s]vice by ! taxpay] dur+ su* taxable ye>4 7b7 ,qualify+ electric transmission prop]ty ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualify+ electric transmission prop]ty means tangible prop]ty-- 7,a7 :i* is a qualify+ electric transmission l9e or relat$ transmission prop]ty1 7,b7 7i7 ! con/ruction1 recon/ruction1 or erection ( :i* is complet$ by ! taxpay]1 or 7ii7 :i* is acquir$ by ! taxpay] if ! orig9al use ( su* prop]ty comm5ces ) ! taxpay]1 & 7,c7 ) respect to :i* depreciation 7or amortization 9 lieu ( depreciation7 is all[able4 7#b7 ,qualify+ electric transmission l9e 7,a7 ,9 g5]al ,! t]m qualify+ electric transmission l9e means an electric transmission l9e :i*-- 7i7 is capable ( transmitt+ electricity at a voltage ( n less ?an #bge kilovolts or is a sup]conduct+ l9e1 & 7ii7 has a transmission capacity ( n less ?an #ejj megawatts4 7,b7 ,sup]conduct+ l9e ,= purposes ( subp>agraph 7,a71 ! t]m sup]conduct+ l9e means a transmission l9e t conducts all ( its curr5t ov] a sup]conduct+ mat]ial4 7#c7 ,relat$ transmission prop]ty 7,a7 ,9 g5]al ,! t]m relat$ transmission prop]ty means1 ) respect to any electric transmission l9e1 any prop]ty :i*-- 7i7 is li/$ z a transmission plant 9 ! ,uni=m ,sy/em ( ,acc\nts = ! ,f$]al ,en]gy ,regulatory ,commission "u "p #aja ( sub*apt] ,c ( *apt] ,i ( title #ah1 ,code ( ,f$]al ,regulations1 & 7ii7 is-- 7,i7 necess>y = ! op]ation ( su* electric transmission l9e1 or 7,,ii7 conv]sion equipm5t along su* electric transmission l9e4 7,b7 ,cr$it n all[$ sep>ately ) respect to relat$ prop]ty ,no cr$it %all be all[$ to any taxpay] "u ?is section ) respect to any relat$ transmission prop]ty unless su* taxpay] is all[$ a cr$it "u ?is section ) respect to ! qualify+ electric transmission l9e to :i* su* relat$ transmission prop]ty relates4 7c7 ,application to replacem5t & upgrad$ sy/ems 7#a7 ,9 g5]al ,9 ! case ( any qualify+ electric transmission l9e 7det]m9$ )\t reg>d to ?is subsection7 :i* replaces any exi/+ electric transmission l9e-- 7,a7 ! #ejj megawatts ref]r$ to 9 subsection 7b77#b77;,a77ii7 %all be increas$ by ! transmission capacity ( su* exi/+ electric transmission l9e1 & 7,b7 9 no ev5t %all ! basis ( su* exi/+ electric transmission l9e 7or relat$ transmission prop]ty ) respect to su* exi/+ electric transmission l9e7 be tak5 into acc\nt 9 det]m9+ ! cr$it all[$ "u ?is section4 7#b7 ,upgrades treat$ z replacem5ts ,= purposes ( ?is subsection1 any upgrade ( an exi/+ electric transmission l9e %all be treat$ z a replacem5t ( su* l9e4 7d7 ,exception = c]ta9 prop]ty & projects already 9 process 7#a7 ,9 g5]al ,no cr$it %all be all[$ "u ?is section ) respect to-- 7,a7 any prop]ty t is select$ = co/ allocation 9 a regional transmission plan approv$ by a transmission plann+ region t 0 approv$ by ! ,f$]al ,en]gy ,regulatory ,commission prior to ,janu>y #a1 #bjbb1 or 7,b7 any prop]ty if-- 7i7 con/ruction ( su* prop]ty beg9s be=e ,janu>y #a1 #bjbb1 or 7ii7 con/ruction ( any portion ( ! qualify+ electric transmission l9e to :i* su* prop]ty relates beg9s be=e su* date4 7#b7 ,:5 con/ruction beg9s ,= purposes ( subp>agraph 7,b7 ( p>agraph 7#a71 con/ruction ( prop]ty beg9s :5 ! taxpay] has begun on-site physical "w ( a significant nature ) respect to su* prop]ty4 7e7 ,c]ta9 qualifi$ progress exp5ditures rules made applicable ,rules simil> to ! rules ( subsections 7c77#d7 & 7d7 ( section #df 7z 9 effect on ! day be=e ! enactm5t ( ! ,rev5ue ,reconciliation ,act ( #aiij7 %all apply = purposes ( ?is section4 7f7 ,cr$it adju/m5ts2 ,wage & appr5tice%ip requirem5ts 7#a7 ,increas$ cr$it am\nt = applicable facilities 7,a7 ,9 g5]al 7i7 ,rule ,9 ! case ( any applicable facility :i* satisfies ! requirem5ts ( subp>agraph 7,b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 %all be su* am\nt multipli$ by #e 7det]m9$ )\t reg>d to ?is s5t5ce74 7ii7 ,applicable facility def9$ ,= purposes ( ?is subsection1 ! t]m applicable facility means a qualify+ electric transmission l9e & relat$ transmission prop]ty to :i* su* qualify+ electric transmission l9e relates4 7,b7 ,applicable facility requirem5ts ,an applicable facility meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7i7 ,an applicable facility ! con/ruction ( :i* beg9s prior to ! date t is #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#b7 & 7#c74 7ii7 ,an applicable facility :i* satisfies ! requirem5ts ( p>agraphs 7#b7 & 7#c74 7#b7 ,prevail+ wage requirem5ts ,rules simil> to ! rules ( section #dh7;a77#aj7 %all apply4 7#c7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#d7 ,dome/ic cont5t bonus cr$it am\nt ,rules simil> to ! rules ( section #dh7;a77#ab7 %all apply4 7#e7 ,phase\t = elective paym5t ,rules simil> to ! rules ( section #dh7;a77#ac7 %all apply4 7g7 ,t]m9ation ,?is section %all n apply to any qualify+ electric transmission prop]ty unless su* prop]ty is plac$ 9 s]vice be=e ,janu>y #a1 #bjcb4 7h7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is subsection4 4 7b7 ,elective paym5t ( cr$it ,section #fdag7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,! qualify+ electric transmission prop]ty cr$it det]m9$ "u section #dh;,d4 4 7c7 ,special rule = prop]ty f9anc$ by tax-exempt bonds ,section #dh;,d1 z add$ by subsection 7a71 is am5d$ by r$esignat+ subsection 7h7 z subsection 7i7 & by ins]t+ aft] subsection 7g7 ! foll[+ new subsection3 7h7 ,special rule = prop]ty f9anc$ by tax-exempt bonds ,rules simil> to ! rules ( section #de7;b77#c7 %all apply4 4 7d7 ,con=m+ am5dm5ts 7#a7 ,section #df is am5d$-- 7,a7 by /rik+ & at ! end ( p>agraph 7#e71 7,b7 by /rik+ ! p]iod at ! end ( p>agraph 7#f7 & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#g7 ! qualify+ electric transmission prop]ty cr$it4 4 7#b7 ,section #di7;a77#a77;,c7 is am5d$-- 7,a7 by /rik+ & at ! end ( clause 7vii71 7,b7 by /rik+ ! p]iod at ! end ( clause 7viii7 & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+ new clause3 7ix7 ! basis ( any qualify+ electric transmission prop]ty "u section #dh;,d4 4 7#c7 ,section #ej7;a77#b77;,e7 is am5d$ by /rik+ or #dh;,c7b77#b7 & ins]t+ #dh;,c7b77#b71 or #dh;,d7e74 7#d7 ,! table ( sections = subp>t ,e ( "p ,,iv ( sub*apt] ,a ( *apt] #a ( su* ,code is am5d$ by ins]t+ aft] ! item relat+ to section #dh;,c ! foll[+ new item3 ,sec4 #dh;,d4 ,qualify+ electric transmission prop]ty4 4 7e7 ,effective date 7#a7 ,9 g5]al ,! am5dm5ts made by subsections 7a71 7b71 & 7d7 ( ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 7#b7 ,tax-exempt bonds ,! am5dm5t made by subsection 7c7 %all apply to prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjba4 7#c7 ,exception = c]ta9 prop]ty & projects already 9 process ,= exclusion ( c]ta9 prop]ty & projects already 9 process1 see section #dh;,d7d7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is section74 #acfajf4 ,ext5sion & modification ( cr$it = c>bon oxide seque/ration 7a7 ,modification ( c>bon oxide capture requirem5ts ,section #de,q7d7 is am5d$ to read z foll[s3 7d7 ,qualifi$ facility 7#a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m qualifi$ facility means a facility :i* captures-- 7,a7 9 ! case ( a direct air capture facility1 n less ?an #a1jjj metric tons ( qualifi$ c>bon oxide dur+ ! taxable ye>1 7,b7 9 ! case ( an electricity g5]at+ facility1 n less ?an #ah1gej metric tons ( qualifi$ c>bon oxide dur+ ! taxable ye> & n less ?an #ge p]c5t by mass ( ! c>bon oxide t w\ld o!rwise be releas$ into ! atmosph]e by su* facility dur+ su* taxable ye>1 & 7,c7 9 ! case ( any o!r facility1 n less ?an #ab1ejj metric tons ( qualifi$ c>bon oxide dur+ ! taxable ye>4 7#b7 ,t]m9ation rule ,! t]m qualifi$ facility means any indu/rial facility or direct air capture facility-- 7,a7 ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjcb1 & 7,b7 ei!r-- 7i7 ! con/ruction ( c>bon capture equipm5t ( :i* beg9s be=e su* date1 or 7ii7 ! orig9al plann+ & design ( :i* includes in/allation ( c>bon capture equipm5t4 4 7b7 ,det]m9ation ( applicable doll> am\nt 7#a7 ,9 g5]al ,section #de,q7b77#a7 is am5d$ by /rik+ subp>agraph 7,b7 & by ins]t+ aft] subp>agraph 7,a7 ! foll[+ new subp>agraphs3 7,b7 ,special rule = direct air capture facilities ,= any qualifi$ facility describ$ 9 subsection 7d77#a77;,a71 ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjba1 ! applicable doll> am\nt %all be an am\nt equal to ! applicable doll> am\nt o!rwise det]m9$ ) respect to su* facility "u subp>agraph 7,a71 except t su* subp>agraph %all be appli$-- 7i7 9 clause 7i77,i7 ( su* subp>agraph1 by sub/itut+ #cf = #ag1 & 7ii7 9 clause 7i77,,ii7 ( su* subp>agraph1 by sub/itut+ #bf = #ab4 7,c7 ,applicable doll> am\nt = additional c>bon capture equipm5t ,9 ! case ( any qualifi$ facility ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbb1 if any additional c>bon capture equipm5t is in/all$ at su* facility & con/ruction ( su* equipm5t began aft] ,decemb] #ca1 #bjba1 ! applicable doll> am\nt %all be an am\nt equal to ! applicable doll> am\nt o!rwise det]m9$ "u subp>agraph 7,a71 except t su* subp>agraph %all be appli$ by sub/itut+ c>bon capture equipm5t = qualifi$ facility ea* place x appe>s4 4 7#b7 ,con=m+ am5dm5ts 7,a7 ,section #de,q7b77#a77;,a7 is am5d$ by /rik+ ,! applicable doll> am\nt & ins]t+ ,except z provid$ 9 subp>agraph 7,b71 ! applicable doll> am\nt4 7,b7 ,section #de,q7b77#a77;,d71 z r$esignat$ by subp>agraph 7,a71 is am5d$ by /rik+ subp>agraph 7,a7 & ins]t+ subp>agraph 7,a71 7,b71 or 7,c74 7,c7 ,section #de,q7b77#b7 is am5d$ by ins]t+ ,subject to p>agraph 7#c7 be=e 9 ! case4 7c7 ,wage & appr5tice%ip requirem5ts ,section #de,q is am5d$ by r$esignat+ subsection 7h7 z subsection 7i7 & ins]t+ aft] subsection 7g7 foll[+ new subsection3 7h7 ,increas$ cr$it am\nt = qualifi$ facilities & c>bon capture equipm5t 7#a7 ,9 g5]al ,9 ! case ( any qualifi$ facility & any c>bon capture equipm5t :i* satisfy ! requirem5ts ( p>agraph 7#b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 %all be equal to su* am\nt multipli$ by #e 7det]m9$ )\t reg>d to ?is s5t5ce74 7#b7 ,requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph are t-- 7,a7 ) respect to any qualifi$ facility ! con/ruction ( :i* beg9s on or aft] ! date t is #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#c7 & 7#d71 z well z any c>bon capture equipm5t plac$ 9 s]vice at su* facility-- 7i7 subject to subp>agraph 7,b7 ( p>agraph 7#c71 su* facility & equipm5t satisfy ! requirem5ts "u subp>agraph 7,a7 ( su* p>agraph1 & 7ii7 ! con/ruction ( su* facility & equipm5t satisfy ! requirem5ts "u p>agraph 7#d71 7,b7 ) respect to any c>bon capture equipm5t ! con/ruction ( :i* beg9s aft] ! date t is #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#c7 & 7#d71 & :i* is in/all$ at a qualifi$ facility ! con/ruction ( :i* began prior to su* date-- 7i7 subject to subp>agraph 7,b7 ( p>agraph 7#c71 su* equipm5t satisfies ! requirem5ts ( subp>agraphs 7,a7 ( su* p>agraph1 & 7ii7 ! con/ruction ( su* facility & equipm5t satisfy ! requirem5ts "u p>agraph 7#d71 & 7,c7 ! con/ruction ( c>bon capture equipm5t beg9s prior to ! date t is #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#c7 & 7#d71 & su* equipm5t is in/all$ at a qualifi$ facility ! con/ruction ( :i* beg9s prior to su* date4 7#c7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any qualifi$ facility & any c>bon capture equipm5t plac$ 9 s]vice at su* facility are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9-- 7i7 9 ! case (-- 7,i7 any qualifi$ facility describ$ 9 subp>agraph 7,a77i7 ( p>agraph 7#b71 ! con/ruction ( su* facility & c>bon capture equipm5t plac$ 9 s]vice at su* facility1 or 7,,ii7 any c>bon capture equipm5t describ$ 9 subp>agraph 7,a77ii7 ( p>agraph 7#b71 ! con/ruction ( su* equipm5t1 & 7ii7 = ! p]iod ( ! taxable ye> :i* is )9 ! #ab-ye> p]iod beg9n+ on ! date on :i* any c>bon capture equipm5t is orig9ally plac$ 9 s]vice at any qualifi$ facility 7z describ$ 9 p>agraphs 7#c77;,a7 & 7#d77;,a7 ( subsection 7a771 ! alt]ation or repair ( su* facility or su* equipm5t1 %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 ,= purposes ( det]m9+ an increas$ cr$it am\nt "u p>agraph 7#a7 = a taxable ye>1 ! requirem5t "u clause 7ii7 ( ?is p>agraph is appli$ to su* taxable ye> 9 :i* ! alt]ation or repair ( qualifi$ facility occurs4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7#d7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#e7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is subsection4 4 7d7 ,increas$ applicable doll> am\nt 7#a7 ,9 g5]al ,section #de,q7b77#a7 is am5d$-- 7,a7 by am5d+ clause 7i7 ( subp>agraph 7,a7 to read z foll[s3 7i7 = any taxable ye> beg9n+ 9 a cal5d> ye> aft] #bjaf & be=e #bjbg-- 7,i7 = purposes ( p>agraph 7#c7 ( subsection 7a71 #ag = ea* cal5d> ye> dur+ su* p]iod1 & 7,,ii7 = purposes ( p>agraph 7#d7 ( su* subsection1 #ab = ea* cal5d> ye> dur+ su* p]iod1 & 1 & 7,b7 9 clause 7ii7-- 7i7 9 subclause 7,i71 by /rik+ #ej & ins]t+ ! am\nt det]m9$ "u clause 7i77,i7 ) respect to ! qualifi$ facility1 & 7ii7 9 subclause 7,,ii71 by /rik+ #ce & ins]t+ ! am\nt det]m9$ "u clause 7i77,,ii7 ) respect to ! qualifi$ facility4 7e7 ,in/allation ( additional c>bon capture equipm5t on c]ta9 facilities ,section #de,q7b7 is am5d$ by r$esignat+ p>agraph 7#c7 z p>agraph 7#d7 & by ins]t+ aft] p>agraph 7#b7 ! foll[+ new p>agraph3 7#c7 ,in/allation ( additional c>bon capture equipm5t on c]ta9 facilities ,9 ! case ( a qualifi$ facility describ$ 9 p>agraph 7#a77;,c71 = purposes ( det]m9+ ! am\nt ( qualifi$ c>bon oxide :i* is captur$ by ! taxpay]1 rules simil> to rules ( p>agraph 7#b7 %all apply = purposes ( subsection 7a74 4 7f7 ,cr$it r$uc$ = tax-exempt bonds ,section #de,q7f7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,cr$it r$uc$ = tax-exempt bonds ,rules simil> to ! rule "u section #de7;b77#c7 %all apply = purposes ( ?is section4 4 7g7 ,application ( section = c]ta9 c>bon capture equipm5t ,section #de,q7g7 is am5d$ by ins]t+ ! e>li] ( ,janu>y #a1 #bjbc & be=e ! end ( ! cal5d> ye>4 7h7 ,election ,section #de,q7f7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#i7 ,election ,= purposes ( p>agraphs 7#c7 & 7#d7 ( subsection 7a71 a p]son describ$ 9 p>agraph 7#c77;,a77ii7 may elect1 at su* "t & 9 su* mann] z ! ,secret>y may prescribe1 to h ! #ab-ye> p]iod beg9 on ! fir/ day ( ! fir/ taxable ye> 9 :i* a cr$it "u ?is section is claim$ ) respect to c>bon capture equipm5t :i* is orig9ally plac$ 9 s]vice at a qualifi$ facility on or aft] ! date ( ! enactm5t ( ! ,bip>tisan ,budget ,act ( #bjah 7aft] application ( subsection 7f77#f7 :]e applicable7 if-- 7,a7 no taxpay] claim$ a cr$it "u ?is section ) respect to su* c>bon capture equipm5t = any prior taxable ye>1 7,b7 ! qualifi$ facility at :i* su* c>bon capture equipm5t is plac$ 9 s]vice is locat$ 9 an area affect$ by a f$]ally-decl>$ disa/] 7z def9$ by section #afe7;i7 7#e77;,a77 aft] ! c>bon capture equipm5t is orig9ally plac$ 9 s]vice1 & 7,c7 su* f$]ally-decl>$ disa/] results 9 a cessation ( ! op]ation ( ! qualifi$ facility aft] ! c>bon capture equipm5t is orig9ally plac$ 9 s]vice4 4 7i7 ,effective dates 7#a7 ,! am5dm5ts made by subsections 7a71 7b71 7c71 7d71 7e71 7f71 & 7g7 %all apply to facilities or equipm5t ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjba4 7#b7 ,! am5dm5ts made by subsection 7h7 %all apply to c>bon oxide captur$ & dispos$ ( aft] ,decemb] #ca1 #bjba4 #acfajg4 ,gre5 en]gy publicly trad$ p>tn]%ips 7a7 ,9 g5]al ,section #ggjd7;d77#a77;,e7 is am5d$-- 7#a7 by /rik+ income & ga9s d]iv$ f ! exploration & ins]t+ income & ga9s d]iv$ f-- 7i7 ! exploration 1 7#b7 by ins]t+ or be=e indu/rial s\rce1 & 7#c7 by /rik+ 1 or ! transportation or /orage & all t foll[s & ins]t+ ! foll[+3 7ii7 ! g5]ation ( electric p[] or !rmal en]gy exclusively us+ any qualifi$ en]gy res\rce 7z def9$ 9 section #de7;c77#a771 7iii7 ! op]ation ( en]gy prop]ty 7z def9$ 9 section #dh7;a77#c71 det]m9$ )\t reg>d to any date by :i* ! con/ruction ( ! facility is requir$ to beg971 7iv7 9 ! case ( a facility describ$ 9 p>agraph 7#c7 or 7#g7 ( section #de7;d7 7det]m9$ )\t reg>d to any plac$ 9 s]vice date or date by :i* con/ruction ( ! facility is requir$ to beg971 ! accept+ or process+ ( op5-loop biomass or municipal solid wa/e1 7v7 ! transportation or /orage ( any fuel describ$ 9 subsection 7b71 7c71 7d71 or 7e7 ( section #fdbf1 7vi7 ! conv]sion ( r5ewable biomass 7z def9$ 9 subp>agraph 7,i7 ( section #baa7o77#a7 ( ! ,clean ,air ,act 7z 9 effect on ! date ( ! enactm5t ( ?is clause77 into r5ewable fuel 7z def9$ 9 subp>agraph 7,j7 ( su* section z s 9 effect71 or ! /orage or transportation ( su* fuel1 7vii7 ! production1 /orage1 or transportation ( any fuel :i*-- 7,i7 uses z its prim>y fe$/ock c>bon oxides captur$ f an an?ropog5ic s\rce or ! atmosph]e1 7,,ii7 does n use z its prim>y fe$/ock c>bon oxide :i* is delib]ately releas$ f naturally occurr+ subsurface spr+s1 & 7,,iii7 is det]m9$ by ! ,secret>y to a*ieve a r$uction ( n less ?an a #fj p]c5t 9 lifecycle gre5h\se gas emissions 7z def9$ 9 section #baa7o77#a77;,h7 ( ! ,clean ,air ,act1 z 9 effect on ! date ( ! enactm5t ( ?is clause7 comp>$ to basel9e lifecycle gre5h\se gas emissions 7z def9$ 9 section #baa7o77#a77;,c7 ( su* ,act1 z s 9 effect71 or 7viii7 a qualifi$ facility 7z def9$ 9 section #de,q7d71 )\t reg>d to any date by :i* con/ruction ( ! facility is requir$ to beg974 4 7b7 ,effective date ,! am5dm5ts made by ?is section apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acfajh4 ,z]o-emission nucle> p[] production cr$it 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new section3 #de,w4 ,z]o-emission nucle> p[] production cr$it 7a7 ,am\nt ( cr$it ,= purposes ( section #ch1 ! z]o-emission nucle> p[] production cr$it = any taxable ye> is an am\nt equal to ! am\nt by :i*-- 7#a7 ! product (-- 7,a7 #j4c c5ts1 multipli$ by 7,b7 ! kil[att h\rs ( electricity-- 7i7 produc$ by ! taxpay] at a qualifi$ nucle> p[] facility1 & 7ii7 sold by ! taxpay] to an unrelat$ p]son dur+ ! taxable ye>1 exce$s 7#b7 ! r$uction am\nt = su* taxable ye>4 7b7 ,def9itions 7#a7 ,qualifi$ nucle> p[] facility ,= purposes ( ?is section1 ! t]m qualifi$ nucle> p[] facility means any nucle> facility-- 7,a7 :i* is own$ by ! taxpay] & :i* uses nucle> en]gy to produce electricity1 7,b7 :i* is n an advanc$ nucle> p[] facility z def9$ 9 subsection 7d77#a7 ( section #de;,j1 & 7,c7 :i* is plac$ 9 s]vice be=e ! date ( ! enactm5t ( ?is section4 7#b7 ,r$uction am\nt 7,a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m r$uction am\nt means1 ) respect to any qualifi$ nucle> p[] facility = any taxable ye>1 ! am\nt equal to ! less] (-- 7i7 ! am\nt det]m9$ "u subsection 7a77#a71 or 7ii7 ! am\nt equal to #af p]c5t ( ! excess (-- 7,i7 subject to subp>agraph 7,b71 ! gross receipts f any electricity produc$ by su* facility 7includ+ any electricity s]vices or products provid$ 9 conjunction ) ! electricity produc$ by su* facility7 & sold to an unrelat$ p]son dur+ su* taxable ye>1 ov] 7,,ii7 ! am\nt equal to ! product (-- 7aa7 #b4e c5ts1 multipli$ by 7bb7 ! am\nt det]m9$ "u subsection 7a77#a77;,b74 7,b7 ,treatm5t ( c]ta9 receipts 7i7 ,9 g5]al ,! am\nt det]m9$ "u subp>agraph 7,a77ii77,i7 %all include any am\nt receiv$ by ! taxpay] dur+ ! taxable ye> ) respect to ! qualifi$ nucle> p[] facility f a z]o-emission cr$it program unless ! am\nt receiv$ by ! taxpay] is subject to r$uction-- 7,i7 by ! full am\nt ( ! cr$it det]m9$ "u ?is section1 or 7,,ii7 by any less] am\nt if su* am\nt entirely (fsets ! am\nt receiv$ f a z]o-emission cr$it program4 7ii7 ,z]o-emission cr$it program ,= purposes ( ?is subp>agraph1 ! t]m z]o-emission cr$it program means any paym5ts to a qualifi$ nucle> p[] facility z a result ( any ,f$]al1 ,/ate or local gov]nm5t program =1 9 :ole or 9 "p1 ! z]o-emission1 z]o-c>bon1 or air quality attributes ( any portion ( ! electricity produc$ by su* facility4 7#c7 ,electricity ,= purposes ( ?is section1 ! t]m electricity means ! en]gy produc$ by a qualifi$ nucle> p[] facility f ! conv]sion ( nucle> fuel into electric p[]4 7c7 ,o!r rules 7#a7 ,inflation adju/m5t ,! #j4c c5t am\nt 9 subsection 7a77#a77;,a7 & ! #b4e c5t am\nt 9 subsection 7b77#b77;,a77ii77,,ii77aa7 %all ea* be adju/$ by multiply+ su* am\nt by ! inflation adju/m5t factor 7z det]m9$ "u section #de7;e77#b71 z appli$ by sub/itut+ cal5d> ye> #bjbb = cal5d> ye> #aiib 9 subp>agraph 7,b7 !re(7 = ! cal5d> ye> 9 :i* ! sale occurs4 ,if ! #j4c c5t am\nt z increas$ "u ?is p>agraph is n a multiple ( #j4je c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4je c5t4 ,if ! #b4e c5t am\nt z increas$ "u ?is p>agraph is n a multiple ( #j4a c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4a c5t4 7#b7 ,special rules ,rules simil> to ! rules ( p>agraphs 7#a71 7#c71 7#d71 & 7#e7 ( section #de7;e7 %all apply = purposes ( ?is section4 7#c7 ,ultimate pur*as] ,= purposes ( ?is section1 electricity produc$ by ! taxpay] %all be treat$ z sold to an unrelat$ p]son if ! ultimate pur*as] ( su* electricity is unrelat$ to su* taxpay]4 7d7 ,wage requirem5ts 7#a7 ,increas$ cr$it am\nt = qualifi$ nucle> p[] facilities ,9 ! case ( any qualifi$ nucle> p[] facility :i* satisfies ! requirem5ts ( p>agraph 7#b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 %all be equal to su* am\nt multipli$ by #e 7det]m9$ )\t reg>d to ?is s5t5ce74 7#b7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9 ! alt]ation or repair ( a facility %all be paid wages at rates n less ?an ! prevail+ rates = alt]ation or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7#c7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is subsection4 7e7 ,t]m9ation ,?is section %all n apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbg4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #ch7;b7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$-- 7,a7 9 p>agraph 7#cb71 by /rik+ plus at ! end1 7,b7 9 p>agraph 7#cc71 by /rik+ ! p]iod at ! end & ins]t+ 1 plus1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#cd7 ! z]o-emission nucle> p[] production cr$it det]m9$ "u section #de,w7a74 4 7#b7 ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a ( su* ,code is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de,w4 ,z]o-emission nucle> p[] production cr$it4 4 7c7 ,elective paym5t ( cr$it ,section #fdag7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,! z]o-emission nucle> p[] production cr$it det]m9$ "u section #de,w4 4 7d7 ,effective date ,?is section %all apply to electricity produc$ & sold aft] ,decemb] #ca1 #bjba1 9 taxable ye>s beg9n+ aft] su* date4 #b ,r5ewable ,fuels #acfbja4 ,ext5sion ( inc5tives = biodiesel1 r5ewable diesel & alt]native fuels 7a7 ,biodiesel & r5ewable diesel cr$it ,section #dj;,a7g7 is am5d$ by /rik+ ,decemb] #ca1 #bjbb & ins]t+ ,decemb] #ca1 #bjbf4 7b7 ,biodiesel mixture cr$it 7#a7 ,9 g5]al ,section #fdbf7;c77#f7 is am5d$ by /rik+ ,decemb] #ca1 #bjbb & ins]t+ ,decemb] #ca1 #bjbf4 7#b7 ,fuels n us$ = taxable purposes ,section #fdbg7;e77#f77;,b7 is am5d$ by /rik+ ,decemb] #ca1 #bjbb & ins]t+ ,decemb] #ca1 #bjbf4 7c7 ,alt]native fuel cr$it ,section #fdbf7;d77#e7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjbf4 7d7 ,alt]native fuel mixture cr$it ,section #fdbf7;e77#c7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjbf4 7e7 ,paym5ts = alt]native fuels ,section #fdbg7;e77#f77;,c7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjbf4 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to fuel sold or us$ aft] ,decemb] #ca1 #bjba4 #acfbjb4 ,ext5sion ( second g5]ation bi(uel inc5tives 7a7 ,9 g5]al ,section #dj7;b77#f77;,j77i7 is am5d$ by /rik+ #bjbb & ins]t+ #bjbg4 7b7 ,effective date ,! am5dm5t made by subsection 7a7 %all apply to qualifi$ second g5]ation bi(uel production aft] ,decemb] #ca1 #bjba4 #acfbjc4 ,su/a9able aviation fuel cr$it 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #dj;,a ! foll[+ new section3 #dj;,b4 ,su/a9able aviation fuel cr$it 7a7 ,9 g5]al ,= purposes ( section #ch1 ! su/a9able aviation fuel cr$it = ! taxable ye> is1 ) respect to any sale or use ( a qualifi$ mixture :i* occurs dur+ su* taxable ye>1 an am\nt equal to ! product (-- 7#a7 ! numb] ( gallons ( su/a9able aviation fuel 9 su* mixture1 multipli$ by 7#b7 ! sum (-- 7,a7 #a4be1 plus 7,b7 ! applicable supplem5t>y am\nt ) respect to su* su/a9able aviation fuel4 7b7 ,applicable supplem5t>y am\nt ,= purposes ( ?is section1 ! t]m applicable supplem5t>y am\nt means1 ) respect to any su/a9able aviation fuel1 an am\nt equal to #j4ja = ea* p]c5tage po9t by :i* ! lifecycle greeh\se gas emissions r$uction p]c5tage ) respect to su* fuel exce$s #ej p]c5t4 ,9 no ev5t %all ! applicable supplem5t>y am\nt det]m9$ "u ?is subsection exce$ #j4ej4 7c7 ,qualifi$ mixture ,= purposes ( ?is section1 ! t]m qualifi$ mixture means a mixture ( su/a9able aviation fuel & k]os5e if-- 7#a7 su* mixture is produc$ by ! taxpay] 9 ! ,unit$ ,/ates1 7#b7 su* mixture is us$ by ! taxpay] 7or sold by ! taxpay] = use7 9 an aircraft1 7#c7 su* sale or use is 9 ! ord9>y c\rse ( a trade or bus9ess ( ! taxpay]1 & 7#d7 ! transf] ( su* mixture to ! fuel tank ( su* aircraft occurs 9 ! ,unit$ ,/ates4 7d7 ,su/a9able aviation fuel ,= purposes ( ?is section1 ! t]m su/a9able aviation fuel means liquid fuel :i*-- 7#a7 meets ! requirem5ts (-- 7,a7 ,,a/m ,int]national ,/&>d ,d#geff1 or 7,b7 ! ,fis*] ,trops* provisions ( ,,a/m ,int]national ,/&>d ,d#afee1 ,annex ,a#a1 7#b7 is n d]iv$ f palm fatty acid di/illates or petroleum1 & 7#c7 has be5 c]tifi$ 9 accordance ) subsection 7e7 z hav+ a lifecycle gre5h\se gas emissions r$uction p]c5tage ( at lea/ #ej p]c5t4 7e7 ,lifecycle gre5h\se gas emissions r$uction p]c5tage ,= purposes ( ?is section1 ! t]m lifecycle gre5h\se gas emissions r$uction p]c5tage means1 ) respect to any su/a9able aviation fuel1 ! p]c5tage r$uction 9 lifecycle gre5h\se gas emissions-- 7#a7 z def9$ 9 accordance )-- 7,a7 ! mo/ rec5t ,c>bon ,(fsett+ & ,r$uction ,s*eme = ,int]national ,aviation :i* has be5 adopt$ by ! ,int]national ,civil ,aviation ,organization ) ! agreem5t ( ! ,unit$ ,/ates1 or 7,b7 any simil> me?odology :i* satisfies ! crit]ia "u section #baa7o77#a77;,h7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77#a77;,h771 & 7#b7 a*iev$ by su* fuel z comp>$ ) petroleum-bas$ jet fuel4 7f7 ,regi/ration ( su/a9able aviation fuel produc]s ,no cr$it %all be all[$ "u ?is section ) respect to any su/a9able aviation fuel unless ! produc] ( su* fuel is regi/]$ ) ! ,secret>y "u section #daja & has provid$ su* o!r in=mation ) respect to su* fuel z ! ,secret>y may require = purposes ( c>ry+ out ?is section4 7g7 ,coord9ation ) cr$it aga9/ excise tax ,! am\nt ( ! cr$it det]m9$ "u ?is section ) respect to any su/a9able aviation fuel %all1 "u rules prescrib$ by ! ,secret>y1 be prop]ly r$uc$ to take into acc\nt any b5efit provid$ ) respect to su* su/a9able aviation fuel solely by reason ( ! application ( section #fdbf or #fdbg7;e74 7h7 ,t]m9ation ,?is section %all n apply to any sale or use aft] ,decemb] #ca1 #bjbf4 4 7b7 ,cr$it made "p ( g5]al bus9ess cr$it ,section #ch7;b7 is am5d$ by /rik+ plus at ! end ( p>agraph 7#cc71 by /rik+ ! p]iod at ! end ( p>agraph 7#cd7 & ins]t+ 1 plus1 & by ins]t+ aft] p>agraph 7#cd7 ! foll[+ new p>agraph3 7#ce7 ! su/a9able aviation fuel cr$it det]m9$ "u section #dj;,b4 4 7c7 ,coord9ation ) biodiesel inc5tives 7#a7 ,9 g5]al ,section #dj;,a7d77#a7 is am5d$ by ins]t+ or #dj;,b aft] det]m9$ "u section #dj4 7#b7 ,con=m+ am5dm5t ,section #dj;,a7f7 is am5d$ by /rik+ p>agraph 7#d74 7d7 ,su/a9able aviation fuel add$ to cr$it = alcohol fuel1 biodiesel1 & alt]native fuel mixtures 7#a7 ,9 g5]al ,section #fdbf is am5d$ by add+ at ! end ! foll[+ new subsection3 7k7 ,su/a9able aviation fuel cr$it 7#a7 ,9 g5]al ,= purposes ( ?is section1 ! su/a9able aviation fuel cr$it = ! taxable ye> is1 ) respect to any sale or use ( a qualifi$ mixture1 an am\nt equal to ! product (-- 7,a7 ! numb] ( gallons ( su/a9able aviation fuel 9 su* mixture1 multipli$ by 7,b7 ! sum (-- 7i7 #a4be1 plus 7ii7 ! applicable supplem5t>y am\nt ) respect to su* su/a9able aviation fuel4 7#b7 ,applicable supplem5t>y am\nt ,= purposes ( ?is subsection1 ! t]m applicable supplem5t>y am\nt has ! mean+ giv5 su* t]m 9 section #dj;,b7b74 7#c7 ,o!r def9itions ,any t]m us$ 9 ?is subsection :i* is also us$ 9 section #dj;,b %all h ! mean+ giv5 su* t]m by section #dj;,b4 7#d7 ,regi/ration requirem5t ,= purposes ( ?is subsection1 rules simil> to ! rules ( section #dj;,b7f7 %all apply4 4 7#b7 ,con=m+ am5dm5ts 7,a7 ,section #fdbf is am5d$-- 7i7 9 subsection 7a77#a71 by /rik+ & 7e7 & ins]t+ 7e71 & 7k71 & 7ii7 9 subsection 7h71 by /rik+ "u section #dj or #dj;,a & ins]t+ "u section #dj1 #dj;,a1 or #dj;,b4 7,b7 ,section #fdbg7;e77#f7 is am5d$ by /rik+ ! & at ! end ( subp>agraph 7,c71 by /rik+ ! p]iod at ! end ( subp>agraph 7,d7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new subp>agraph3 7,e7 any qualifi$ mixture ( su/a9able aviation fuel 7z def9$ 9 section #fdbf7k77#c77 sold or us$ aft] ,decemb] #ca1 #bjbf4 4 7,c7 ,section #fdbg7;e7 is am5d$ 9 ! head+ by /rik+ or alt]native fuel & ins]t+1 alt]native fuel1 or su/a9able aviation fuel4 7,d7 ,section #fdbg7;e77#a7 is am5d$ by ins]t+ or ! su/a9able aviation fuel mixture cr$it aft] alt]native fuel mixture cr$it4 7,e7 ,section #daja7;a77#a7 is am5d$ by ins]t+ e p]son produc+ su/a9able aviation fuel 7z def9$ 9 section #dj;,b or section #fdbf7k77#c771 be=e & e p]son produc+ second g5]ation bi(uel4 7e7 ,guidance ,"u rules prescrib$ by ! ,secret>y ( ! ,treasury 7or ! ,secret>y's delegate71 ! am\nt ( ! cr$it all[$ "u section #dj;,b ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is subsection7 %all be prop]ly r$uc$ to take into acc\nt any b5efit provid$ ) respect to su/a9able aviation fuel 7z def9$ 9 su* section #dj;,b7 by reason ( ! application ( section #fdbf or section #fdbg7;e74 7f7 ,am\nt ( cr$it includ$ 9 gross income ,section #hg is am5d$ by /rik+ & 9 p>agraph 7#a71 by /rik+ ! p]iod at ! end ( p>agraph 7#b7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new p>agraph3 7#c7 ! su/a9able aviation fuel cr$it det]m9$ ) respect to ! taxpay] = ! taxable ye> "u section #dj;,b7a74 4 7g7 ,effective date ,! am5dm5ts made by ?is section %all apply to fuel sold or us$ aft] ,decemb] #ca1 #bjbb4 #acfbjd4 ,clean hydrog5 7a7 ,cr$it = production ( clean hydrog5 7#a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new section3 #de,x4 ,cr$it = production ( clean hydrog5 7a7 ,am\nt ( cr$it ,= purposes ( section #ch1 ! clean hydrog5 production cr$it = any taxable ye> is an am\nt equal to ! product (-- 7#a7 ! applicable am\nt1 multipli$ by 7#b7 ! kilograms ( qualifi$ clean hydrog5 produc$ by ! taxpay] dur+ su* taxable ye> at a qualifi$ clean hydrog5 production facility dur+ ! #aj-ye> p]iod beg9n+ on ! date su* facility 0 orig9ally plac$ 9 s]vice4 7b7 ,applicable am\nt 7#a7 ,9 g5]al ,= purposes ( subsection 7a77#a71 ! applicable am\nt %all be an am\nt equal to ! applicable p]c5tage ( #j4fj4 ,if any am\nt z det]m9$ "u ! prec$+ s5t5ce is n a multiple ( #j4a c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4a c5t4 7#b7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! t]m applicable p]c5tage %all be det]m9$ z foll[s3 7,a7 ,9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ by a facility t is plac$ 9 s]vice be=e ,janu>y #a1 #bjbg ?r\gh a process t results 9 a lifecycle gre5h\se gas emissions rate (-- 7i7 n great] ?an #f kilograms ( ,,co#b;e p] kilogram ( hydrog51 & 7ii7 n less ?an #d kilograms ( ,,co#b;e p] kilogram ( hydrog51 ! applicable p]c5tage %all be #ae p]c5t4 7,b7 ,9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ ?r\gh a process t results 9 a lifecycle gre5h\se gas emissions rate (-- 7i7 less ?an #d kilograms ( ,,co#b;e p] kilogram ( hydrog51 & 7ii7 n less ?an #b4e kilograms ( ,,co#b;e p] kilogram ( hydrog51 ! applicable p]c5tage %all be #bj p]c5t4 7,c7 ,9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ ?r\gh a process t results 9 a lifecycle gre5h\se gas emissions rate (-- 7i7 less ?an #b4e kilograms ( ,,co#b;e p] kilogram ( hydrog51 & 7ii7 n less ?an #a4e kilograms ( ,,co#b;e p] kilogram ( hydrog51 ! applicable p]c5tage %all be #be p]c5t4 7,d7 ,9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ ?r\gh a process t results 9 a lifecycle gre5h\se gas emissions rate (-- 7i7 less ?an #a4e kilograms ( ,,co#b;e p] kilogram ( hydrog51 & 7ii7 n less ?an #j4de kilograms ( ,,co#b;e p] kilogram ( hydrog51 ! applicable p]c5tage %all be #cc4d p]c5t4 7,e7 ,9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ ?r\gh a process t results 9 a lifecycle gre5h\se gas emissions rate ( less ?an #j4de kilograms ( ,,co#b;e p] kilogram ( hydrog51 ! applicable p]c5tage %all be #ajj p]c5t4 7#c7 ,inflation adju/m5t ,! #j4fj am\nt 9 p>agraph 7#a7 %all be adju/$ by multiply+ su* am\nt by ! inflation adju/m5t factor 7z det]m9$ "u section #de7;e77#b71 det]m9$ by sub/itut+ #bjbj = #aiib 9 subp>agraph 7,b7 !re(7 = ! cal5d> ye> 9 :i* ! qualifi$ clean hydrog5 is produc$4 ,if any am\nt z increas$ "u ! prec$+ s5t5ce is n a multiple ( #j4a c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4a c5t4 7c7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,lifecycle gre5h\se gas emissions 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 ! t]m #8lifecycle gre5h\se gas emissions' has ! same mean+ giv5 su* t]m "u subp>agraph 7,h7 ( section #baa7o77#a7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77#a771 z 9 effect on ! date ( enactm5t ( ?is section4 7,b7 ,,greet ,model ,! t]m lifecycle gre5h\se gas emissions %all only include emissions ?r\gh ! po9t ( production 7well-to-gate71 z det]m9$ "u ! mo/ rec5t ,gre5h\se gases1 ,regulat$ ,emissions1 & ,en]gy use 9 ,transportation model 7commonly ref]r$ to z ! ,,greet model7 develop$ by ,argonne ,national ,laboratory1 or a successor model 7z det]m9$ by ! ,secret>y74 7#b7 ,qualifi$ clean hydrog5 7,a7 ,9 g5]al ,! t]m qualifi$ clean hydrog5 means hydrog5 :i* is produc$ ?r\gh a process t results 9 a lifecycle gre5h\se gas emissions rate ( n great] ?an #f kilograms ( ,,co#b;e p] kilogram ( hydrog54 7,b7 ,additional requirem5ts ,su* t]m %all n include any hydrog5 unless su* hydrog5 is produc$-- 7i7 9 ! ,unit$ ,/ates 7z def9$ 9 section #fch7a7 or a possession ( ! ,unit$ ,/ates 7z def9$ 9 section #fch7b771 7ii7 9 ! ord9>y c\rse ( a trade or bus9ess ( ! taxpay]1 & 7iii7 = sale or use1 z v]ifi$ by an unrelat$ ?ird p>ty ( su* production & sale or use 9 su* =m or mann] z ! ,secret>y may prescribe "u subsection 7f77#b74 7#c7 ,qualifi$ clean hydrog5 production facility 7,a7 ,9 g5]al ,! t]m qualifi$ clean hydrog5 production facility means a facility own$ by ! taxpay] :i* produces qualifi$ clean hydrog5 & :i* meets ! requirem5ts ( subp>agraph 7,b74 7,b7 ,t]m9ation ,! t]m qualifi$ clean hydrog5 production facility %all n include any facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbh4 7d7 ,special rules 7#a7 ,treatm5t ( facilities own$ by m ?an #a taxpay] ,rules simil> to ! rules section #de7;e77#c7 %all apply = purposes ( ?is section4 7#b7 ,coord9ation ) cr$it = c>bon oxide seque/ration ,no cr$it %all be all[$ "u ?is section ) respect to any qualifi$ clean hydrog5 produc$ at a facility :i* includes c>bon capture equipm5t = :i* a cr$it is all[$ to any taxpay] "u section #de,q = ! taxable ye> or any prior taxable ye>4 7e7 ,increas$ cr$it am\nt = qualifi$ clean hydrog5 production facilities 7#a7 ,9 g5]al ,9 ! case ( any qualifi$ clean hydrog5 production facility :i* satisfies ! requirem5ts ( p>agraph 7#b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 ) respect to qualifi$ clean hydrog5 describ$ 9 subsection 7b77#b7 %all be equal to su* am\nt multipli$ by #e 7det]m9$ )\t reg>d to ?is s5t5ce74 7#b7 ,requirem5ts ,a facility meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7,a7 ,a facility-- 7i7 ! con/ruction ( :i* beg9s prior to ! date t is #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#c7 & 7#d71 & 7ii7 :i* meets ! requirem5ts ( p>agraph 7#c7 ) respect to con/ruction1 alt]ation1 or repair ( facilities :i* occurs aft] su* date4 7,b7 ,a facility :i* satisfies ! requirem5ts ( p>agraphs 7#c7 & 7#d74 7#c7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any qualifi$ clean hydrog5 production facility are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9-- 7i7 ! con/ruction ( su* facility1 & 7ii7 = ! p]iod ( ! taxable ye> :i* is )9 ! #aj-ye> p]iod beg9n+ on ! date ! facility 0 orig9ally plac$ 9 s]vice1 ! alt]ation or repair ( su* facility1 %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 ,= purposes ( det]m9+ an increas$ cr$it am\nt "u p>agraph 7#a7 = a taxable ye>1 ! requirem5t "u clause 7ii7 ( ?is p>agraph is appli$ to su* taxable ye> 9 :i* ! alt]ation or repair ( qualifi$ facility occurs4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7#d7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#e7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is subsection4 7f7 ,regulations ,n lat] ?an #a ye> aft] ! date ( enactm5t ( ?is section1 ! ,secret>y %all issue regulations or o!r guidance to c>ry out ! purposes ( ?is section1 includ+ regulations or o!r guidance-- 7#a7 = det]m9+ lifecycle gre5h\se gas emissions1 & 7#b7 :i* require v]ification by unrelat$ ?ird p>ties ( ! production & sale or use ( qualifi$ clean hydrog5 ) respect to :i* cr$it is o!rwise all[$ "u ?is section4 4 7#b7 ,elective paym5t ( cr$it 7,a7 ,9 g5]al ,section #fdag7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,s mu* ( ! ! cr$it = production ( clean hydrog5 det]m9$ "u section #de,x z is attributable to qualifi$ clean hydrog5 production facilities :i* are orig9ally plac$ 9 s]vice aft] ,decemb] #ca1 #bjaa1 & ) respect to :i* an election is made "u subsection 7c77#c74 4 7,b7 ,election ,section #fdag7;c77#c71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,cr$it = production ( clean hydrog5 ,9 ! case ( ! cr$it describ$ 9 subsection 7b77#h71 any election "u ?is subsection %all-- 7i7 apply sep>ately ) respect to ea* qualifi$ clean hydrog5 production facility1 7ii7 be made = ! taxable ye> 9 :i* ! facility is plac$ 9 s]vice 7or )9 #ij days ( date ( enactm5t 9 ! case ( facilities plac$ 9 s]vice be=e ,decemb] #ca1 #bjba71 7iii7 %all apply to su* taxable ye> & all subsequ5t taxable ye>s ) respect to su* facility4 4 7#c7 ,cr$it r$uc$ = tax-exempt bonds ,section #de,x7d71 z add$ by ?is section1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,cr$it r$uc$ = tax-exempt bonds ,rules simil> to ! rule "u section #de7;b77#c7 %all apply = purposes ( ?is section4 4 7#d7 ,con=m+ am5dm5ts 7,a7 ,section #ch7;b7 is am5d$-- 7i7 9 p>agraph 7#cd71 by /rik+ plus at ! end1 7ii7 9 p>agraph 7#ce71 by /rik+ ! p]iod at ! end & ins]t+ 1 plus1 & 7iii7 by add+ at ! end ! foll[+ new p>agraph3 7#cf7 ! clean hydrog5 production cr$it det]m9$ "u section #de,x7a74 4 7,b7 ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de,x4 ,cr$it = production ( clean hydrog54 4 7#e7 ,effective dates 7,a7 ,! am5dm5ts made by p>agraphs 7#a71 7#b71 & 7#d7 ( ?is subsection %all apply to hydrog5 produc$ aft] ,decemb] #ca1 #bjba4 7,b7 ,! am5dm5t made by p>agraph 7#c7 %all apply to facilities ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjba4 7b7 ,cr$it = electricity produc$ f r5ewable res\rces all[$ if electricity is us$ to produce clean hydrog5 7#a7 ,9 g5]al ,section #de7;e7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#ac7 ,special rule = electricity us$ at a qualifi$ clean hydrog5 production facility ,electricity produc$ by ! taxpay] %all be treat$ z sold by su* taxpay] to an unrelat$ p]son dur+ ! taxable ye> if su* electricity is us$ dur+ su* taxable ye> by ! taxpay] or a p]son relat$ to ! taxpay] at a qualifi$ clean hydrog5 production facility 7z def9$ 9 section #de,x7c77#c77 to produce qualifi$ clean hydrog5 7z def9$ 9 section #de,x7c77#b77 dur+ ! #aj ye> p]iod aft] su* facility is plac$ 9 s]vice4 ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es appropriate to c>ry out ! purposes ( ?is p>agraph1 includ+ regulations or o!r guidance to require v]ification by unrelat$ ?ird p>ties ( ! production & use ( electricity to :i* ?is p>agraph applies4 4 7#b7 ,effective date ,! am5dm5t made by ?is subsection %all apply to electricity produc$ aft] ,decemb] #ca1 #bjba4 7c7 ,election to treat clean hydrog5 production facilities z en]gy prop]ty 7#a7 ,9 g5]al ,section #dh7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#af7 ,election to treat clean hydrog5 production facilities z en]gy prop]ty 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ prop]ty 7z def9$ 9 p>agraph 7#e77;,d77 :i* is "p ( a specifi$ clean hydrog5 production facility-- 7i7 su* prop]ty %all be treat$ z en]gy prop]ty = purposes ( ?is section1 & 7ii7 ! en]gy p]c5tage ) respect to su* prop]ty is-- 7,i7 9 ! case ( a facility :i* is design$ & reasonably expect$ to produce qualifi$ clean hydrog5 :i* is describ$ 9 a subp>agraph 7,a7 ( section #de,x7b77#b71 #j4i p]c5t1 7,,ii7 9 ! case ( a facility :i* is design$ & reasonably expect$ to produce qualifi$ clean hydrog5 :i* is describ$ 9 a subp>agraph 7,b7 ( su* section1 #a4b p]c5t1 7,,iii7 9 ! case ( a facility :i* is design$ & reasonably expect$ to produce qualifi$ clean hydrog5 :i* is describ$ 9 a subp>agraph 7,c7 ( su* section1 #a4e p]c5t1 7,,iv7 9 ! case ( a facility :i* is design$ & reasonably expect$ to produce qualifi$ clean hydrog5 :i* is describ$ 9 a subp>agraph 7,d7 ( su* section1 #b p]c5t1 & 7,v7 9 ! case ( a facility :i* is design$ & reasonably expect$ to produce qualifi$ clean hydrog5 :i* is describ$ 9 subp>agraph 7,e7 ( su* section1 #f p]c5t4 7,b7 ,d5ial ( production cr$it ,no cr$it %all be all[$ "u section #de,x or section #de,q = any taxable ye> ) respect to any specifi$ clean hydrog5 production facility or any c>bon capture equipm5t includ$ at su* facility4 7,c7 ,specifi$ clean hydrog5 production facility ,= purposes ( ?is p>agraph1 ! t]m specifi$ clean hydrog5 production facility means any qualifi$ clean hydrog5 production facility 7z def9$ 9 section #de,x7c77#c77 or any portion ( su* facility-- 7i7 :i* is plac$ 9 s]vice aft] ,decemb] #ca1 #bjba1 & 7ii7 ) respect to :i*-- 7,i7 no cr$it has be5 all[$ "u section #de,x or #de,q1 & 7,,ii7 ! taxpay] makes an irrevocable election to h ?is p>agraph apply4 7,d7 ,qualifi$ clean hydrog5 ,= purposes ( ?is p>agraph1 ! t]m qualifi$ clean hydrog5 has ! mean+ giv5 su* t]m by section #de,x7c77#b74 7,e7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations or o!r guidance :i*-- 7i7 requires v]ification by "o or m unrelat$ ?ird p>ties t ! facility produces hydrog5 :i* is consi/5t ) ! hydrog5 t su* facility 0 design$ & expect$ to produce "u subp>agraph 7,a77ii71 & 7ii7 recaptures s mu* ( any cr$it all[$ "u ?is section z exce$s ! am\nt ( ! cr$it :i* w\ld h be5 all[$ if ! expect$ production 7 consi/5t ) ! actual v]ifi$ production 7or all ( ! cr$it s all[$ 9 ! abs5ce ( su* v]ification74 4 7#b7 ,effective date ,! am5dm5ts made by ?is subsection %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba &1 = any prop]ty ! con/ruction ( :i* beg9s prior to ,janu>y #a1 #bjbb1 only to ! ext5t ( ! basis !re( attributable to ! con/ruction1 recon/ruction1 or erection aft] ,decemb] #ca1 #bjba4 7d7 ,t]m9ation ( excise tax cr$it = hydrog5 7#a7 ,9 g5]al ,section #fdbf7;d77#b7 is am5d$ by /rik+ subp>agraph 7,d7 & by r$esignat+ subp>agraphs 7,e71 7,f71 & 7,g7 z subp>agraphs 7,d71 7,e71 & 7,f71 respectively4 7#b7 ,con=m+ am5dm5t ,section #fdbf7;e77#b7 is am5d$ by /rik+ 7,f7 & ins]t+ 7,e74 7#c7 ,effective date ,! am5dm5ts made by ?is subsection %all apply to fuel sold or us$ aft] ,decemb] #ca1 #bjba4 #c ,gre5 en]gy & effici5cy inc5tives = individuals #acfcja4 ,ext5sion1 increase1 & modifications ( nonbus9ess en]gy prop]ty cr$it 7a7 ,ext5sion ( cr$it ,section #be;,c7g77#b7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjca4 7b7 ,all[ance ( cr$it ,section #be;,c7a7 is am5d$ to read z foll[s3 7a7 ,all[ance ( cr$it ,9 ! case ( an individual1 !re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is *apt] = ! taxable ye> an am\nt equal to #cj p]c5t ( ! sum (-- 7#a7 ! am\nt paid or incurr$ by ! taxpay] = qualifi$ en]gy effici5cy improvem5ts in/all$ dur+ su* taxable ye>1 & 7#b7 ! am\nt ( ! resid5tial en]gy prop]ty exp5ditures paid or incurr$ by ! taxpay] dur+ su* taxable ye>4 4 7c7 ,application ( annual limitation 9 lieu ( lifetime limitation ,section #be;,c7b7 is am5d$ to read z foll[s3 7b7 ,limitations 7#a7 ,9 g5]al ,! cr$it all[$ "u ?is section ) respect to any taxpay] = any taxable ye> %all n exce$ #a1bjj4 7#b7 ,en]gy prop]ty ,! cr$it all[$ "u ?is subsection by reason ( subsection 7a77#a7 ) respect to any taxpay] = any taxable ye> %all n exce$1 ) respect to any item ( qualifi$ en]gy prop]ty1 #fjj4 7#c7 ,w9d[s ,! cr$it all[$ "u ?is section by reason ( subsection 7a77#a7 ) respect to any taxpay] = any taxable ye> %all n exce$1 9 ! aggregate ) respect to all ext]ior w9d[s & skylights1 #fjj4 7#d7 ,doors ,! cr$it all[$ "u ?is section by reason ( subsection 7a77#a7 ) respect to any taxpay] = any taxable ye> %all n exce$-- 7,a7 #bej 9 ! case ( any ext]ior door1 & 7,b7 #ejj 9 ! aggregate ) respect to all ext]ior doors4 7#e7 ,c]ta9 prop]ty exclud$ f limitation ,am\nts paid or incurr$ = prop]ty describ$ 9 clause 7i7 or 7ii7 ( subsection 7d77#b77;,a7 or subsection 7d77#b77;,b7 %all n be subject to ! limitations 9 p>agraphs 7#a7 & 7#b7 or factor$ 9 = purposes ( calculat+ ! limitation "u su* p>agraph4 4 7d7 ,modifications relat$ to qualifi$ en]gy effici5cy improvem5ts 7#a7 ,/&>ds = en]gy effici5t build+ envelope compon5ts ,section #be;,c7c77#b7 is am5d$ by /rik+ meets-- & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ ! foll[+3 meets-- 7,a7 9 ! case ( an ext]ior w9d[ or skylight1 ,en]gy ,/> mo/ effici5t c]tification requirem5ts 7,b7 9 ! case ( any o!r compon5t1 ! prescriptive crit]ia = su* compon5t e/abli%$ by ! mo/ rec5t ,int]national ,en]gy ,cons]vation ,code /&>d 9 effect z ( ! beg9n+ ( ! cal5d> ye> :i* is #b ye>s prior to ! cal5d> ye> 9 :i* su* compon5t is plac$ 9 s]vice4 4 7#b7 ,ro(s n treat$ z build+ envelope compon5ts ,section #be;,c7c77#c7 is am5d$ by add+ & at ! end ( subp>agraph 7,b71 by /rik+ 1 & at ! end ( subp>agraph 7,c7 & ins]t+ a p]iod1 & by /rik+ subp>agraph 7,d74 7#c7 ,air seal+ insulation add$ to def9ition ( build+ envelope compon5t ,section #be;,c7c77#c77;,a7 is am5d$ by /rik+ mat]ial or sy/em & ins]t+ mat]ial or sy/em1 includ+ air seal+ mat]ial or sy/em14 7e7 ,modification ( resid5tial en]gy prop]ty exp5ditures ,section #be;,c7d7 is am5d$ to read z foll[s3 7d7 ,resid5tial en]gy prop]ty exp5ditures ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m resid5tial en]gy prop]ty exp5ditures means exp5ditures made by ! taxpay] = qualifi$ en]gy prop]ty :i* is-- 7,a7 in/all$ on or 9 connection ) a dwell+ unit locat$ 9 ! ,unit$ ,/ates & us$ z a resid5ce by ! taxpay]1 & 7,b7 orig9ally plac$ 9 s]vice by ! taxpay]4 ,su* t]m includes exp5ditures = labor co/s prop]ly allocable to ! onsite prep>ation1 assembly1 or orig9al in/allation ( ! prop]ty4 7#b7 ,qualifi$ en]gy prop]ty ,! t]m qualifi$ en]gy prop]ty means3 7,a7 ,any ( ! foll[+ :i* meet or exce$ ! highe/ effici5cy ti] 7n includ+ any advanc$ ti]7 e/abli%$ by ! ,consortium = ,en]gy ,effici5cy :i* is 9 effect z ( ! beg9n+ ( ! cal5d> ye> 9 :i* ! prop]ty is plac$ 9 s]vice3 7i7 ,an electric heat pump wat] heat]4 7ii7 ,an electric heat pump4 7iii7 ,a c5tral air condition]4 7iv7 ,a natural gas1 propane1 or oil wat] heat]4 7v7 ,a natural gas1 propane1 or oil furnace or hot wat] boil]4 7,b7 ,a biomass /ove-- 7i7 :i* uses ! burn+ ( biomass fuel to heat a dwell+ unit locat$ 9 ! ,unit$ ,/ates & us$ z a resid5ce by ! taxpay]1 or to heat wat] = use 9 su* a dwell+ unit1 & 7ii7 :i* has a !rmal effici5cy rat+ ( at lea/ #ge p]c5t 7measur$ by ! high] heat+ value ( ! fuel74 7,c7 ,any oil furnace or hot wat] boil] :i*-- 7i7 is plac$ 9 s]vice aft] ,decemb] #ca1 #bjba & be=e ,janu>y #a1 #bjbg & meets or exce$s #bjba ,en]gy ,/> effici5cy crit]ia & is rat$ by ! manufactur] = use ) eligible fuel bl5ds ( #bj p]c5t or m1 or 7ii7 is plac$ 9 s]vice aft] ,decemb] #ca1 #bjbf & a*ieves an annual fuel utilization effici5cy rate ( n less ?an #ij & is rat$ by ! manufactur] = use ) eligible fuel bl5ds ( #ej p]c5t or m4 7#c7 ,eligible fuel ,= purposes ( p>agraph 7#b71 ! t]m eligible fuel means biodiesel & r5ewable diesel 7)9 ! mean+ ( section #dj;,a7 & second g5]ation bi(uel 7)9 ! mean+ ( section #dj74 4 7f7 ,home en]gy audits 7#a7 ,9 g5]al ,section #be;,c7a7 is am5d$ by /rik+ & at ! end ( p>agraph 7#a71 by /rik+ ! p]iod at ! end ( p>agraph 7#b7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new p>agraph3 7#c7 #cj p]c5t ( ! am\nt paid or incurr$ by ! taxpay] dur+ ! taxable ye> = home en]gy audits4 4 7#b7 ,limitation ,section #be;,c7b71 z am5d$ by subsection 7c71 is am5d$ add+ at ! end ! foll[+ new p>agraph3 7#e7 ,home en]gy audits 7,a7 ,doll> limitation ,! am\nt ( ! cr$it all[$ "u ?is section by reason ( subsection 7a77#c7 %all n exce$ #aej4 7,b7 ,sub/antiation requirem5t ,no cr$it %all be all[$ "u ?is section by reason ( subsection 7a77#c7 unless ! taxpay] includes ) ! taxpay]'s return ( tax su* in=mation or docum5tation z ! ,secret>y may require4 4 7#c7 ,home en]gy audits 7,a7 ,9 g5]al ,section #be;,c1 z am5d$ by subsection 7a71 is am5d$ by r$esignat+ subsections 7e71 7f71 & 7g71 z subsections 7f71 7g71 & 7h71 respectively1 & by ins]t+ aft] subsection 7d7 ! foll[+ new subsection3 7e7 ,home en]gy audits ,= purposes ( ?is section1 ! t]m home en]gy audit means an inspection & writt5 report ) respect to a dwell+ unit locat$ 9 ! ,unit$ ,/ates & own$ or us$ by ! taxpay] z ! taxpay]'s pr9cipal resid5ce 7)9 ! mean+ ( section #aba7 :i*-- 7#a7 id5tifies ! mo/ significant & co/-effective en]gy effici5cy improvem5ts ) respect to su* dwell+ unit1 includ+ an e/imate ( ! en]gy & co/ sav+s ) respect to ea* su* improvem5t1 & 7#b7 is conduct$ & prep>$ by a home en]gy auditor t meets ! c]tification or o!r requirem5ts specifi$ by ! ,secret>y 7n lat] ?an #cfe days aft] ! date ( ! enactm5t ( ?is subsection7 9 regulations or o!r guidance4 4 7,b7 ,con=m+ am5dm5t ,section #ajaf7;a77#cc7 is am5d$ by /rik+ section #be;,c7f7 & ins]t+ section #be;,c7g74 7#d7 ,lack ( sub/antiation treat$ z ma!matical or cl]ical error ,section #fbac7;g77#b7 is am5d$-- 7,a7 9 subp>agraph 7,p71 by /rik+ & at ! end1 7,b7 9 subp>agraph 7,q71 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+3 7,r7 an omission ( correct in=mation or docum5tation requir$ "u section #be;,c7b77#e77;,b7 7relat+ to home en]gy audits7 to be includ$ on a return4 4 7g7 ,id5tification numb] requirem5t 7#a7 ,9 g5]al ,section #be;,c1 z am5d$ by subsections 7a7 & 7f71 is am5d$ by r$esignat+ subsection 7h7 z subsection 7i7 & by ins]t+ aft] subsection 7g7 ! foll[+ new subsection3 7h7 ,product id5tification numb] requirem5t 7#a7 ,9 g5]al ,no cr$it %all be all[$ "u subsection 7a7 ) respect to any item ( specifi$ prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjbc1 unless-- 7,a7 su* item is produc$ by a qualifi$ manufactur]1 & 7,b7 ! taxpay] includes ! qualifi$ product id5tification numb] ( su* item on ! return ( tax = ! taxable ye>4 7#b7 ,qualifi$ product id5tification numb] ,= purposes ( ?is section1 ! t]m qualifi$ product id5tification numb] means1 ) respect to any item ( specifi$ prop]ty1 ! product id5tification numb] assign$ to su* item by ! qualifi$ manufactur] pursuant to ! me?odology ref]r$ to 9 p>agraph 7#c74 7#c7 ,qualifi$ manufactur] ,= purposes ( ?is section1 ! t]m qualifi$ manufactur] means any manufactur] ( specifi$ prop]ty :i* ent]s into an agreem5t ) ! ,secret>y :i* provides t su* manufactur] w-- 7,a7 assign a product id5tification numb] to ea* item ( specifi$ prop]ty produc$ by su* manufactur] utiliz+ a me?odology t w ensure t su* numb] 7includ+ any alphanum]ic7 is unique to ea* su* item 7by utiliz+ numb]s or lett]s :i* are unique to su* manufactur] or by su* o!r me?od z ! ,secret>y may provide71 7,b7 label su* item ) su* numb] 9 su* mann] z ! ,secret>y may provide1 & 7,c7 make p]iodic writt5 reports to ! ,secret>y 7at su* times & 9 su* mann] z ! ,secret>y may provide7 ( ! product id5tification numb]s s assign$ & includ+ su* in=mation z ! ,secret>y may require ) respect to ! item ( specifi$ prop]ty to :i* su* numb] 0 s assign$4 7#d7 ,specifi$ prop]ty ,= purposes ( ?is subsection1 ! t]m specifi$ prop]ty means any qualifi$ en]gy prop]ty & any prop]ty describ$ 9 subp>agraph 7,b7 or 7,c7 ( subsection 7c77#c74 4 7#b7 ,omission ( correct product id5tification numb] treat$ z ma!matical or cl]ical error ,section #fbac7;g77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7,a7 9 subp>agraph 7,q71 by /rik+ & at ! end1 7,b7 9 subp>agraph 7,r71 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+3 7,s7 an omission ( a correct product id5tification numb] requir$ "u section #be;,c7h7 7relat+ to cr$it = nonbus9ess en]gy prop]ty7 to be includ$ on a return4 4 7h7 ,effective dates 7#a7 ,9 g5]al ,except z o!rwise provid$ by ?is subsection1 ! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 7#b7 ,home en]gy audits ,! am5dm5ts made by subsection 7f7 %all apply to am\nts paid or incurr$ aft] ,decemb] #ca1 #bjba4 7#c7 ,id5tification numb] requirem5t ,! am5dm5ts made subsection 7g7 %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjbc4 #acfcjb4 ,resid5tial en]gy effici5t prop]ty 7a7 ,ext5sion ( cr$it 7#a7 ,9 g5]al ,section #be;,d7h7 is am5d$ by /rik+ ,decemb] #ca1 #bjbc & ins]t+ ,decemb] #ca1 #bjcc4 7#b7 ,application ( phase\t ,section #be;,d7g7 is am5d$-- 7,a7 by /rik+ be=e ,janu>y #a1 #bjbc 9 p>agraph 7#b7 & ins]t+ be=e ,janu>y #a1 #bjbb1 7,b7 by /rik+ & at ! end ( p>agraph 7#b71 7,c7 by r$esignat+ p>agraph 7#c7 z p>agraph 7#e7 & by ins]t+ aft] p>agraph 7#b7 ! foll[+ new p>agraphs3 7#c7 9 ! case ( prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjcb1 #cj p]c5t1 7#d7 9 ! case ( prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjca1 & be=e ,janu>y #a1 #bjcc1 #bf p]c5t1 & 1 & 7,d7 by /rik+ ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd 9 p>agraph 7#e7 7z s r$esignat$7 & ins]t+ ,decemb] #ca1 #bjcb1 & be=e ,janu>y #a1 #bjcd4 7b7 ,resid5tial en]gy effici5t prop]ty cr$it = batt]y /orage te*nology 7#a7 ,9 g5]al ,section #be;,d7a7 is am5d$ by /rik+ & at ! end ( p>agraph 7#e7 & by ins]t+ aft] p>agraph 7#f7 ! foll[+ new p>agraph3 7#g7 ! qualifi$ batt]y /orage te*nology exp5ditures1 4 7#b7 ,qualifi$ batt]y /orage te*nology exp5diture ,section #be;,d7d7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,qualifi$ batt]y /orage te*nology exp5diture ,! t]m qualifi$ batt]y /orage te*nology exp5diture means an exp5diture = batt]y /orage te*nology :i*-- 7,a7 is in/all$ 9 connection ) a dwell+ unit locat$ 9 ! ,unit$ ,/ates & us$ z a resid5ce by ! taxpay]1 & 7,b7 has a capacity ( n less ?an #c kil[att h\rs4 4 7c7 ,cr$it made refundable2 in/all] requirem5ts2 treatm5t ( c]ta9 possessions ,section #be;,d is am5d$ by r$esignat+ subsection 7h7 z subsection 7k7 & by ins]t+ aft] subsection 7g7 ! foll[+ new subsections3 7h7 ,cr$it made refundable = taxable ye>s aft] #bjbc ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbc1 ! cr$it all[$ "u subsection 7a7 7exclud+ any cr$it c>ri$ =w>d f a previ\s taxable ye>7 %all be treat$ z a cr$it all[$ "u subp>t ,c 7& n all[$ "u ?is subp>t74 7i7 ,requirem5t = qualifi$ in/all] 7#a7 ,9 g5]al ,no cr$it %all be all[$ "u ?is section ) respect to any prop]ty describ$ 9 subsection 7a7 plac$ 9 s]vice aft] ,decemb] #ca1 #bjbc unless-- 7,a7 su* prop]ty is in/all$ by a qualifi$ in/all]1 & 7,b7 ! taxpay] includes ! qualifi$ in/allation id5tification numb] describ$ 9 p>agraph 7#c7 on ! return ( tax = ! taxable ye>4 7#b7 ,qualifi$ in/all] 7,a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m qualifi$ in/all] means an in/all] :o ent]s into an agreem5t ) ! ,secret>y :i* provides t su* in/all] w1 ) respect to exp5ditures describ$ 9 subsection 7a7 9 connection ) ! resid5ce ( a taxpay]-- 7i7 provide ! taxpay] ) a qualifi$ in/allation id5tification numb] & a writt5 receipt ( ! pur*ase & in/allation ( su* prop]ty 9 a mann] prescrib$ by ! ,secret>y1 & 7ii7 make p]iodic writt5 reports to ! ,secret>y 79 su* mann] z ! ,secret>y may provide7 ( in/allation id5tification numb]s assign$ by ! in/all] correspond+ to su* exp5ditures1 includ+ su* in=mation z ! ,secret>y may require ) respect to su* exp5ditures4 7,b7 ,in/all] deem$ to meet requirem5t ,= purposes ( subp>agraph 7,a71 to ! ext5t provid$ by ! ,secret>y1 an in/all] may be deem$ to meet ! requirem5t "u clause 7ii7 ( su* subp>agraph on ! basis ( in=mation available to ! ,secret>y :i* ! ,secret>y det]m9es is reasonably reliable = purposes ( det]m9+ ! am\nt ( qualifi$ exp5ditures "u subsection 7a7 made by a taxpay] 9 connection ) a resid5ce ( su* taxpay]4 7#c7 ,qualifi$ in/allation id5tification numb] ,= purposes ( ?is section1 ! t]m qualifi$ in/allation id5tification numb] means a unique id5tification numb] ) respect to exp5ditures describ$ 9 subsection 7a7 9 connection ) a resid5ce ( a taxpay] t is in/all$ by a qualifi$ in/all]4 7#d7 ,regi/ration ,! ,secret>y may require su* in=mation or regi/ration ( a qualifi$ in/all] z ! ,secret>y deems necess>y or appropriate = purposes ( prev5t+ duplication1 fraud1 or improp] claims ) respect to prop]ty describ$ 9 subsection 7a74 ,"u regulations or o!r guidance prescrib$ by ! ,secret>y1 ! regi/ration ( any p]son "u ?is section may be d5i$1 revok$1 or susp5d$ if ! ,secret>y det]m9es t su* d5ial1 revocation1 or susp5sion is necess>y to prev5t duplication1 fraud1 or improp] claims ) respect to prop]ty describ$ 9 subsection 7a74 7j7 ,treatm5t ( c]ta9 possessions 7#a7 ,paym5ts to possessions ) mirror code tax sy/ems ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates :i* has a mirror code tax sy/em am\nts equal to ! loss 7if any7 to t possession by reason ( ! application ( ! provisions ( ?is section4 ,su* am\nts %all be det]m9$ by ! ,secret>y bas$ on in=mation provid$ by ! gov]nm5t ( ! respective possession4 7#b7 ,paym5ts to o!r possessions ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates :i* does n h a mirror code tax sy/em am\nts e/imat$ by ! ,secret>y z be+ equal to ! aggregate b5efits 7if any7 t w\ld h be5 provid$ to resid5ts ( su* possession by reason ( ! provisions ( ?is section if a mirror code tax sy/em _h be5 9 effect 9 su* possession4 ,! prec$+ s5t5ce %all n apply unless ! respective possession has a plan :i* has be5 approv$ by ! ,secret>y "u :i* su* possession w promptly di/ribute su* paym5ts to its resid5ts4 7#c7 ,mirror code tax sy/em2 treatm5t ( paym5ts ,rules simil> to ! rules ( p>agraphs 7#c71 7#d71 & 7#e7 ( section #ba7;h7 %all apply = purposes ( ?is section4 4 7d7 ,c]ta9 exp5ditures disall[$ ,section #be;,d is am5d$-- 7#a7 9 subsection 7a71 by add+ & at ! end ( p>agraph 7#d71 by /rik+ ! comma at ! end ( p>agraph 7#e7 & ins]t+ a p]iod1 & by /rik+ p>agraph 7#f71 & 7#b7 9 subsection 7d71 by /rik+ p>agraph 7#f74 7e7 ,c>ry=w>d ( unus$ cr$it disall[$ ,section #be;,d is am5d$ by /rik+ subsection 7c74 7f7 ,con=m+ am5dm5t ,section #fbac7;g77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7#a7 9 subp>agraph 7,t71 by /rik+ & at ! end1 7#b7 9 subp>agraph 7,u71 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7#c7 by add+ at ! end ! foll[+3 7,v7 an omission ( a correct qualifi$ in/allation id5tification numb] requir$ "u section #be;,d 7relat+ to cr$it = resid5tial en]gy effici5t prop]ty7 to be includ$ on a return4 4 7g7 ,effective dates 7#a7 ,! am5dm5ts made by subsections 7a71 7b71 7d71 & 7f7 %all apply to exp5ditures made aft] ,decemb] #ca1 #bjba4 7#b7 ,! am5dm5ts made by subsections 7c7 & 7e7 %all apply to exp5ditures made aft] ,decemb] #ca1 #bjbb4 #acfcjc4 ,en]gy effici5t comm]cial build+s d$uction 7a7 ,plac$ 9 s]vice requirem5t ,section #agi;,d7c77#b7 is am5d$ to read z foll[s3 7#b7 ,ref]5ce ,/&>d #ij4a ,! t]m ,ref]5ce ,/&>d #ij4a means1 ) respect to any prop]ty1 ! m rec5t (-- 7,a7 ,/&>d #ij4a-bjjg publi%$ by ! ,am]ican ,society ( ,heat+1 ,refrig]at+1 & ,air ,condition+ ,eng9e]s & ! ,illum9at+ ,eng9e]+ ,society ( ,nor? ,am]ica1 or 7,b7 ! mo/ rec5t ,/&>d #ij4a publi%$ by ! ,am]ican ,society ( ,heat+1 ,refrig]at+1 & ,air ,condition+ ,eng9e]s & ! ,illum9at+ ,eng9e]+ ,society ( ,nor? ,am]ica = :i* ! ,dep>tm5t ( ,en]gy has issu$ a f9al det]m9ation & :i* has be5 affirm$ by ! ,secret>y = purposes ( ?is section n lat] ?an ! date t is #d ye>s be=e ! date su* prop]ty is plac$ 9 s]vice4 4 7b7 ,tempor>y increase 9 d$uction1 etc4 ,section #agi;,d is am5d$ by add+ at ! end ! foll[+3 7i7 ,tempor>y rules 7#a7 ,p]iod ( application ,! provisions ( ?is subsection %all apply only to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjcb4 7#b7 ,modification ( effici5cy /&>d ,subsection 7c77#a77;,d7 %all be appli$ by sub/itut+ #be = #ej4 7#c7 ,maximum am\nt ( d$uction 7,a7 ,9 g5]al ,! d$uction "u subsection 7a7 ) respect to any build+ = any taxable ye> %all n exce$ ! excess 7if any7 (-- 7i7 ! product (-- 7,i7 ! applicable doll> value1 & 7,,ii7 ! squ>e footage ( ! build+1 ov] 7ii7 ! aggregate am\nt ( ! d$uctions "u subsection 7a7 & p>agraph 7#f7 ) respect to ! build+ = ! #c taxable ye>s imm$iately prec$+ su* taxable ye> 7or1 9 ! case ( any su* d$uction all[able to a p]son o!r ?an ! taxpay]1 = any taxable ye> end+ dur+ ! #d-taxable-ye> p]iod end+ ) su* taxable ye>74 7,b7 ,applicable doll> value ,= purposes ( p>agraph 7#c77;,a77i71 ! applicable doll> value %all be an am\nt equal to #j4ej increas$ 7b n above #a4jj7 by #j4jb = ea* p]c5tage po9t by :i* ! total annual en]gy & p[] co/s = ! build+ are c]tifi$ to be r$uc$ by a p]c5tage great] ?an #be p]c5t4 7,c7 ,application ( inflation adju/m5t ,subsection 7g7 %all be appli$-- 7i7 by sub/itut+ #bjbb = #bjbj1 7ii7 by sub/itut+ subsection 7i77#c77;,b7 = subsection 7b7 or subsection 7d77#a77;,a71 & 7iii7 by sub/itut+ #bjba = #bjai4 7,d7 ,limitation to apply 9 lieu ( curr5t limitation & p>tial all[ance ,subsections 7b7 & 7d77#a7 %all n apply4 7#d7 ,increas$ cr$it am\nt = c]ta9 prop]ty 7,a7 ,9 g5]al ,9 ! case ( any prop]ty :i* satisfies ! requirem5ts ( subp>agraph 7,b71 p>agraph 7#c77;,b7 %all be appli$ by sub/itut+ #b4ej = #j4ej1 4#aj = 4#jb1 & #e4jj = #a4jj4 7,b7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7i7 ,a build+ or qualifi$ retr(it plan ! con/ruction ( :i* beg9s prior to #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#e7 & 7#f74 7ii7 ,a build+ or qualifi$ retr(it plan ! con/ruction ( :i* satisfies ! requirem5ts ( p>agraphs 7#e7 & 7#f74 7#e7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any project are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9 ! con/ruction ( any prop]ty or ) respect to build+ modifications made z "p ( a qualifi$ retr(it plan %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7#f7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#g7 ,allocation ( d$uction by c]ta9 tax-exempt entities 7,a7 ,9 g5]al ,a specifi$ tax-exempt entity %all be treat$ 9 ! same mann] z a ,f$]al1 ,/ate1 or local gov]nm5t = purposes ( apply+ subsection 7d77#d74 7,b7 ,specifi$ tax-exempt entity ,= purposes ( ?is p>agraph1 ! t]m specifi$ tax-exempt entity means-- 7i7 ! ,unit$ ,/ates1 any ,/ate or political subdivision !re(1 any possession ( ! ,unit$ ,/ates1 or any ag5cy or in/rum5tality ( any ( ! =ego+1 7ii7 an ,indian tribal gov]nm5t 7z def9$ 9 section #dh7;e77#d77;,f77ii77 or ,alaska ,native ,corporation 7z def9$ 9 section #c ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7m771 & 7iii7 any organization exempt f tax impos$ by ?is *apt]4 7#h7 ,alt]native d$uction = en]gy effici5t retr(it build+ prop]ty 7,a7 ,9 g5]al ,9 ! case ( a taxpay] :i* elects 7at su* "t & 9 su* mann] z ! ,secret>y may provide7 ! application ( ?is p>agraph ) respect to any qualifi$ build+1 !re %all be all[$ z a d$uction = ! taxable ye> :i* includes ! date ( ! qualify+ f9al c]tification ) respect to ! qualifi$ retr(it plan ( su* build+1 an am\nt equal to ! less] (-- 7i7 ! excess describ$ 9 p>agraph 7#c7 7det]m9$ by sub/itut+ en]gy usage int5sity = total annual en]gy & p[] co/s 9 subp>agraph 7,b7 !re(71 or 7ii7 ! aggregate adju/$ basis 7det]m9$ aft] tak+ into acc\nt all adju/m5ts ) respect to su* taxable ye> o!r ?an ! r$uction "u subsection 7e77 ( en]gy effici5t retr(it build+ prop]ty plac$ 9 s]vice by ! taxpay] pursuant to su* qualifi$ retr(it plan4 7,b7 ,qualifi$ retr(it plan ,= purposes ( ?is p>agraph1 ! t]m qualifi$ retr(it plan means a writt5 plan prep>$ by a qualifi$ pr(essional :i* specifies modifications to a build+ :i*1 9 ! aggregate1 are expect$ to r$uce su* build+'s en]gy usage int5sity by #be p]c5t or m 9 comp>ison to ! basel9e en]gy usage int5sity ( su* build+4 ,su* plan %all provide = a qualifi$ pr(essional to-- 7i7 z ( any date dur+ ! #a-ye> p]iod end+ on ! date ( ! fir/ c]tification describ$ 9 clause 7ii71 c]tify ! en]gy usage int5sity ( su* build+ z ( su* date1 7ii7 c]tify ! /atus ( prop]ty in/all$ pursuant to su* plan z meet+ ! requirem5ts ( clauses 7ii7 & 7iii7 subp>agraph 7,c71 & 7iii7 z ( any date t is m ?an #a ye> aft] completion ( ! plan1 c]tify ! en]gy usage int5sity ( su* build+ z ( su* date4 7,c7 ,en]gy effici5t retr(it build+ prop]ty ,= purposes ( ?is p>agraph1 ! t]m en]gy effici5t retr(it build+ prop]ty means prop]ty-- 7i7 ) respect to :i* depreciation 7or amortization 9 lieu ( depreciation7 is all[able1 7ii7 :i* is in/all$ on or 9 any qualifi$ build+1 7iii7 :i* is in/all$ z "p (-- 7,i7 ! int]ior light+ sy/ems1 7,,ii7 ! heat+1 cool+1 v5tilation1 & hot wat] sy/ems1 or 7,,iii7 ! build+ envelope1 & 7iv7 :i* is c]tifi$ 9 accordance ) subp>agraph 7,b77ii7 z meet+ ! requirem5ts ( clauses 7ii7 & 7iii74 7,d7 ,qualifi$ build+ ,= purposes ( ?is p>agraph1 ! t]m qualifi$ build+ means any build+ :i*-- 7i7 is locat$ 9 ! ,unit$ ,/ates1 & 7ii7 0 orig9ally plac$ 9 s]vice n less ?an #e ye>s be=e ! e/abli%m5t ( ! qualifi$ retr(it plan ) respect to su* build+4 7,e7 ,qualify+ f9al c]tification ,= purposes ( ?is p>agraph1 ! t]m qualify+ f9al c]tification means1 ) respect to any qualifi$ retr(it plan1 ! c]tification describ$ 9 subp>agraph 7,b77iii7 if ! en]gy usage int5sity c]tifi$ 9 su* c]tification is n m ?an #ge p]c5t ( ! basel9e en]gy usage int5sity ( ! build+4 7,f7 ,basel9e en]gy usage int5sity 7i7 ,9 g5]al ,! t]m basel9e en]gy usage int5sity means ! en]gy usage int5sity c]tifi$ "u subp>agraph 7,b77i71 z adju/$ to take into acc\nt wea!r z comp>$ to ! en]gy usage int5sity det]m9$ "u subp>agraph 7,b77iii74 7ii7 ,det]m9ation ( adju/m5t ,= purposes ( clause 7i71 ! adju/m5ts describ$ 9 su* clause %all be det]m9$ 9 su* mann] z ! ,secret>y may provide4 7,g7 ,o!r def9itions ,= purposes ( ?is p>agraph-- 7i7 ,en]gy usage int5sity ,! t]m en]gy usage int5sity means ! annualiz$1 measur$ site en]gy usage int5sity det]m9$ 9 accordance ) su* regulations or o!r guidance z ! ,secret>y may provide & measur$ 9 ,briti% !rmal units4 7ii7 ,qualifi$ pr(essional ,! t]m qualifi$ pr(essional means an individual :o is a lic5s$ ar*itect or a lic5c$ eng9e] & meets su* o!r requirem5ts z ! ,secret>y may provide4 7,h7 ,coord9ation ) d$uction o!rwise all[$ "u subsection 7a7 7i7 ,9 g5]al ,9 ! case ( any build+ ) respect to :i* an election is made "u subp>agraph 7,a71 ! t]m en]gy effici5t comm]cial build+ prop]ty %all n include any en]gy effici5t retr(it build+ prop]ty ) respect to :i* a d$uction is all[able "u ?is p>agraph4 7ii7 ,c]ta9 rules n applicable 7,i7 ,9 g5]al ,except z provid$ 9 subclause 7,,ii71 subsection 7d7 %all n apply = purposes ( ?is p>agraph4 7,,ii7 ,allocation ( d$uction by c]ta9 tax-exempt entities ,rules simil> to subsection 7d77#d7 7det]m9$ aft] application ( p>agraph 7#e77 %all apply = purposes ( ?is p>agraph4 4 7c7 ,application to real e/ate inve/m5t tru/ e>n+s & pr(its ,section #cab7k77#c77;,b7 is am5d$-- 7#a7 by /rik+ = purposes ( comput+ ! e>n+s & pr(its ( a corporation & ins]t+ ! foll[+3 7i7 ,9 g5]al ,= purposes ( comput+ ! e>n+s & pr(its ( a corporation1 except z provid$ 9 clause 7ii7 1 & 7#b7 by add+ at ! end ! foll[+ new clause3 7ii7 ,special rule ,9 ! case ( a corporation t is a real e/ate inve/m5t tru/1 any am\nt d$uctible "u section #agi;,d %all be all[$ 9 ! ye> 9 :i* ! prop]ty giv+ rise to su* d$uction is plac$ 9 s]vice4 4 7d7 ,con=m+ am5dm5t ,section #agi;,d7d77#b7 is am5d$ by /rik+ n lat] ?an ! date t is #b ye>s be=e ! date t con/ruction ( su* prop]ty beg9s & ins]t+ n lat] ?an ! date t is #d ye>s be=e ! date su* prop]ty is plac$ 9 s]vice4 7e7 ,effective date 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7#b7 ,alt]native d$uction = en]gy effici5t retr(it build+ prop]ty ,p>agraph 7#h7 ( section #agi;,d7i7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is section71 & any o!r provision ( su* section solely = purposes ( apply+ su* p>agraph1 %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba 79 taxable ye>s end+ aft] su* date7 if su* prop]ty is plac$ 9 s]vice pursuant to qualifi$ retr(it plan 7)9 ! mean+ ( su* section7 e/abli%$ aft] su* date4 #acfcjd4 ,ext5sion1 increase1 & modifications ( new en]gy effici5t home cr$it 7a7 ,ext5sion ( cr$it ,section #de,l7g7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjca4 7b7 ,increase 9 cr$it am\nts ,section #de,l7a77#b7 is am5d$ to read z foll[s3 7#b7 ,applicable am\nt ,= purposes ( p>agraph 7#a71 ! applicable am\nt is an am\nt equal to-- 7,a7 9 ! case ( a dwell+ unit :i* is eligible to p>ticipate 9 ! ,en]gy ,/> ,resid5tial ,new ,con/ruction ,program or ! ,en]gy ,/> ,manufactur$ ,new ,homes program-- 7i7 t is describ$ 9 subsection 7c77#a77;,a7 7& n describ$ 9 subsection 7c77#a77;,b771 #b1ejj1 & 7ii7 t is describ$ 9 subsection 7c77#a77;,b71 #ejjj1 & 7,b7 9 ! case ( a dwell+ unit :i* is "p ( a build+ eligible to p>ticipate 9 ! ,en]gy ,/> ,multifamily ,new ,con/ruction ,program-- 7i7 t is describ$ 9 subsection 7c77#a77;,a7 7& n describ$ 9 subsection 7c77#a77;,b771 #ejj1 & 7ii7 t is describ$ 9 subsection 7c77#a77;,b71 #ajjj4 4 7c7 ,modification ( en]gy sav+ requirem5ts ,section #de,l7c7 is am5d$ to read z foll[s3 7c7 ,en]gy sav+ requirem5ts 7#a7 ,9 g5]al ,a dwell+ unit meets ! en]gy sav+ requirem5ts ( ?is subsection if-- 7,a7 su* dwell+ unit meets ! requirem5ts ( p>agraph 7#b7 or 7#c7 7:i*ev] is applicable71 or 7,b7 su* dwell+ unit is c]tifi$ z a z]o en]gy ready home "u ! z]o en]gy ready home program ( ! ,dep>tm5t ( ,en]gy 7or any successor program det]m9$ by ! ,secret>y7 z 9 effect on ,janu>y #a1 #bjbb4 7#b7 ,s+le-family home requirem5ts ,a dwell+ unit meets ! requirem5ts ( ?is p>agraph if-- 7,a7 su* dwell+ unit meets-- 7i7 9 ! case ( a dwell+ unit acquir$ be=e ,janu>y #a1 #bjbe1 ! ,en]gy ,/> ,s+le-,family ,new ,homes ,national ,program ,requirem5ts #c4a1 & 7ii7 9 ! case ( a dwell+ unit acquir$ aft] ,decemb] #ca1 #bjbd1 ! ,en]gy ,/> ,s+le-,family ,new ,homes ,national ,program ,requirem5ts #c4b1 7,b7 su* dwell+ unit meets ! mo/ rec5t ,en]gy ,/> ,s+le-,family ,new ,homes ,program ,requirem5ts applicable to ! location ( su* dwell+ unit 7z 9 effect on ! latt] ( ,janu>y #a1 #bjbb or ,janu>y #a ( two cal5d> ye>s prior to ! date ! dwell+ unit 0 acquir$71 or 7,c7 su* dwell+ unit meets ! mo/ rec5t ,en]gy ,/> ,manufactur$ ,home ,national program requirem5ts z 9 effect on ! latt] ( ,janu>y #a1 #bjbb or ,janu>y #a ( two cal5d> ye>s prior to ! date su* dwell+ unit is acquir$4 7#c7 ,multi-family home requirem5ts ,a dwell+ unit meets ! requirem5ts ( ?is p>agraph if-- 7,a7 su* dwell+ unit meets ! mo/ rec5t ,en]gy ,/> ,multifamily ,new ,con/ruction ,national ,program ,requirem5ts 7z 9 effect on ei!r ,janu>y #a1 #bjbb or ,janu>y #a ( ?ree cal5d> ye>s prior to ! date ! dwell+ 0 acquir$1 :i*ev] is lat]71 & 7,b7 su* dwell+ unit meets ! mo/ rec5t ,en]gy ,/> ,multifamily ,new ,con/ruction ,regional ,program ,requirem5ts applicable to ! location ( su* dwell+ unit 7z 9 effect on ei!r ,janu>y #a1 #bjbb or ,janu>y #a ( ?ree cal5d> ye>s prior to ! date ! dwell+ 0 acquir$1 :i*ev] is lat]74 4 7d7 ,prevail+ wage requirem5t ,section #de,l is am5d$ by r$esignat+ subsection 7g7 z subsection 7h7 & by ins]t+ aft] subsection 7f7 ! foll[+ new subsection3 7g7 ,prevail+ wage requirem5t 7#a7 ,9 g5]al ,9 ! case ( a qualify+ resid5ce describ$ 9 subsection 7b77#b77;,b7 meet+ ! prevail+ wage requirem5ts ( p>agraph 7#b71 ! cr$it am\nt all[$ ) respect to su* resid5ce %all be-- 7,a7 #b1ejj 9 ! case ( a resid5ce describ$ 9 subp>agraph 7,a7 ( subsection 7c77#a7 7& n describ$ 9 subp>agraph 7,b7 ( su* subsection71 & 7,b7 #e1jjj 9 ! case ( a resid5ce describ$ 9 7c77#a77;,b74 7#b7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is p>agraph ) respect to any qualifi$ resid5ce are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9 ! con/ruction ( su* resid5ce %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7#c7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is subsection4 4 7e7 ,effective dates ,! am5dm5ts made by ?is section %all apply to dwell+ units acquir$ aft] ,decemb] #ca1 #bjba4 #acfcje4 ,modifications to income exclusion = cons]vation subsidies 7a7 ,9 g5]al ,section #acf7;a7 is am5d$-- 7#a7 by /rik+ any subsidy provid$ & ins]t+ any subsidy-- 7#a7 provid$ 1 7#b7 by /rik+ ! p]iod at ! end & ins]t+ a comma1 & 7#c7 by add+ at ! end ! foll[+ new p>agraphs3 7#b7 provid$ 7directly or indirectly7 by a public utility to a cu/om]1 or by a ,/ate or local gov]nm5t to a resid5t ( su* ,/ate or locality1 = ! pur*ase or in/allation ( any wat] cons]vation or effici5cy measure1 7#c7 provid$ 7directly or indirectly7 by a /orm wat] managem5t provid] to a cu/om]1 or by a ,/ate or local gov]nm5t to a resid5t ( su* ,/ate or locality1 = ! pur*ase or in/allation ( any /orm wat] managem5t measure1 or 7#d7 provid$ 7directly or indirectly7 by a ,/ate or local gov]nm5t to a resid5t ( su* ,/ate or locality = ! pur*ase or in/allation ( any wa/ewat] managem5t measure1 b only if su* measure is ) respect to ! taxpay]'s pr9cipal resid5ce4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,def9ition ( wat] cons]vation or effici5cy measure & /orm wat] managem5t measure ,section #acf7;c7 is am5d$-- 7,a7 by /rik+ ,en]gy cons]vation measure 9 ! head+ !re( & ins]t+ ,def9itions1 7,b7 by /rik+ ,9 g5]al 9 ! head+ ( p>agraph 7#a7 & ins]t+ ,en]gy cons]vation measure1 & 7,c7 by r$esignat+ p>agraph 7#b7 z p>agraph 7#e7 & by ins]t+ aft] p>agraph 7#a7 ! foll[+3 7#b7 ,wat] cons]vation or effici5cy measure ,= purposes ( ?is section1 ! t]m wat] cons]vation or effici5cy measure means any evaluation ( wat] use1 or any in/allation or modification ( prop]ty1 ! prim>y purpose ( :i* is to r$uce consumption ( wat] or to improve ! managem5t ( wat] dem& ) respect to "o or m dwell+ units4 7#c7 ,/orm wat] managem5t measure ,= purposes ( ?is section1 ! t]m /orm wat] managem5t measure means any in/allation or modification ( prop]ty prim>ily design$ to r$uce or manage am\nts ( /orm wat] ) respect to "o or m dwell+ units4 7#d7 ,wa/ewat] managem5t measure ,= purposes ( ?is section1 ! t]m wa/ewat] managem5t measure means any in/allation or modification ( prop]ty prim>ily design$ to manage wa/ewat] 7includ+ septic tanks & cesspools7 ) respect to "o or m dwell+ units4 4 7#b7 ,def9ition ( public utility ,section #acf7;c77#e7 7z r$esignat$ by p>agraph 7#a77;,c77 is am5d$ by /rik+ subp>agraph 7,b7 & ins]t+ ! foll[+3 7,b7 ,public utility ,! t]m public utility means a p]son engag$ 9 ! sale ( electricity1 natural gas1 or wat] to resid5tial1 comm]cial1 or indu/rial cu/om]s = use by su* cu/om]s4 7,c7 ,/orm wat] managem5t provid] ,! t]m /orm wat] managem5t provid] means a p]son engag$ 9 ! provision ( /orm wat] managem5t measures to ! public4 7,d7 ,p]son ,= purposes ( subp>agraphs 7,b7 & 7,c71 ! t]m p]son includes ! ,f$]al ,gov]nm5t1 a ,/ate or local gov]nm5t or any political subdivision !re(1 or any in/rum5tality ( any ( ! =ego+4 4 7#c7 ,cl]ical am5dm5ts 7,a7 ,! head+ = section #acf is am5d$-- 7i7 by ins]t+ & wat] aft] en]gy1 & 7ii7 by /rik+ provid$ by public utilities4 7,b7 ,! item relat+ to section #acf 9 ! table ( sections ( "p ,,iii ( sub*apt] ,b ( *apt] #a is am5d$-- 7i7 by ins]t+ & wat] aft] en]gy1 & 7ii7 by /rik+ provid$ by public utilities4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to am\nts receiv$ aft] ,decemb] #ca1 #bjah4 7d7 ,no inf]5ce ,no?+ 9 ?is ,act or ! am5dm5ts made by ?is ,act %all be con/ru$ to create any inf]5ce ) respect to ! prop] tax treatm5t ( any subsidy receiv$ directly or indirectly f a public utility1 a /orm wat] managem5t provid]1 or a ,/ate or local gov]nm5t = any wat] cons]vation measure or /orm wat] managem5t measure be=e ,janu>y #a1 #bjai4 #acfcjf4 ,cr$it = qualifi$ wildfire mitigation exp5ditures 7a7 ,9 g5]al ,subp>t ,b ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #bg ! foll[+ new section3 #bh4 ,qualifi$ wildfire mitigation exp5ditures 7a7 ,9 g5]al ,!re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is *apt] = ! taxable ye> an am\nt equal to #cj p]c5t ( ! qualifi$ wildfire mitigation exp5ditures paid or incurr$ by ! taxpay] dur+ su* taxable ye> ) respect to real prop]ty own$ or leas$ by ! taxpay]4 7b7 ,qualifi$ wildfire mitigation exp5ditures ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ wildfire mitigation exp5ditures means any specifi$ wildfire mitigation exp5diture made pursuant to a qualifi$ ,/ate wildfire mitigation program ( a ,/ate :i* requires exp5ditures = wildfire mitigation to be paid bo? by ! taxpay] & su* ,/ate4 ,su* t]m %all n include any item ( exp5diture unless ! ratio ( ! ,/ate's exp5diture = su* item to ! sum ( ! ,/ate's & taxpay]'s exp5ditures = su* item is n less ?an #be p]c5t4 7#b7 ,specifi$ wildfire mitigation exp5diture ,! t]m specifi$ wildfire mitigation exp5diture means1 ) respect to any real prop]ty own$ or leas$ by ! taxpay]1 any am\nt paid or incurr$ to r$uce ! risk ( wildfire by remov+ accumulations ( vegetation 7includ+ e/abli%+1 exp&+1 or ma9ta9+ fuel breaks to s]ve z fire breaks7 on su* real prop]ty4 7#c7 ,qualifi$ ,/ate wildfire mitigation program ,! t]m qualifi$ ,/ate wildfire mitigation program means any program ( a ,/ate ! prim>y purpose ( :i* is to mitigate ! risk ( wildfires 9 su* ,/ate4 7#d7 ,treatm5t ( reimbursem5ts ,any am\nt orig9ally paid or incurr$ by ! taxpay] :i* is reimburs$ by a ,/ate "u a qualifi$ wildfire mitigation program ( su* ,/ate %all be treat$ z paid by su* ,/ate 7& n by su* taxpay]74 7c7 ,application ) o!r cr$its 7#a7 ,bus9ess cr$it treat$ z "p ( g5]al bus9ess cr$it ,s mu* ( ! cr$it :i* w\ld be all[$ "u subsection 7a7 = any taxable ye> 7det]m9$ )\t reg>d to ?is subsection7 t is attributable to exp5ditures made 9 ! ord9>y c\rse ( ! taxpay]'s trade or bus9ess 7or1 9 ! case ( exp5ditures made by a ,/ate1 w\ld h be5 exp5ditures made 9 ! ord9>y c\rse ( ! taxpay]'s trade or bus9ess if made by ! taxpay]7 %all be treat$ z a cr$it li/$ 9 section #ch7;b7 = taxable ye> 7& n all[$ "u subsection 7a774 7#b7 ,p]sonal cr$it ,= purposes ( ?is title1 ! cr$it all[$ "u subsection 7a7 = any taxable ye> 7det]m9$ aft] application ( p>agraph 7#a77 %all be treat$ z a cr$it all[able "u subp>t ,a = su* taxable ye>4 7d7 ,r$uction ( cr$it p]c5tage :]e taxpay] exp5ditures less ?an #cj p]c5t 7#a7 ,9 g5]al ,if ! exp5diture p]c5tage ) respect to any item ( qualifi$ wildfire mitigation exp5diture is less ?an #cj p]c5t1 subsection 7a7 %all be appli$ by sub/itut+ ! exp5diture p]c5tage = #cj p]c5t ) respect to su* item ( exp5diture4 7#b7 ,exp5diture p]c5tage ,= purposes ( ?is section1 ! t]m exp5diture p]c5tage means1 ) respect to any item ( qualifi$ wildfire mitigation exp5diture any portion ( :i* is paid or incurr$ by a ,/ate1 ! ratio 7express$ z a p]c5tage7 (-- 7,a7 ! taxpay]'s exp5diture = su* item1 divid$ by 7,b7 ! sum ( ! taxpay]'s & su* ,/ate's exp5ditures = su* item4 7e7 ,special rules 7#a7 ,treatm5t ( exp5ditures relat$ to m>ketable timb] ,an exp5diture %all n be tak5 into acc\nt = purposes ( ?is section 7:e!r made by ! taxpay] or a ,/ate pursuant to a qualifi$ ,/ate wildfire mitigation program ( su* ,/ate7 if su* exp5diture is prop]ly allocable to timb] :i* is sold or ex*ang$ by ! taxpay]4 ,! prec$+ s5t5ce %all n apply to ! ext5t t su* am\nt exce$s ! ga9 on su* sale or ex*ange4 7#b7 ,basis r$uction ,= purposes ( ?is subtitle1 if ! basis ( any prop]ty w\ld 7b = ?is p>agraph7 be det]m9$ by tak+ into acc\nt any qualifi$ wildfire mitigation exp5diture1 ! basis ( su* prop]ty %all be r$uc$ by ! am\nt ( ! cr$it all[$ "u subsection 7a7 ) respect to su* exp5diture 7det]m9$ )\t reg>d to subsection 7c774 7#c7 ,d5ial ( d\ble b5efit ,! am\nt ( any d$uction or o!r cr$it all[able "u ?is *apt] = any exp5diture = :i* a cr$it is all[able "u subsection 7a7 %all be r$uc$ by ! am\nt ( cr$it all[$ "u su* subsection = su* exp5diture 7det]m9$ )\t reg>d to subsection 7c774 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #ch7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ plus at ! end ( p>agraph 7#ce71 by /rik+ ! p]iod at ! end ( p>agraph 7#cf7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#cg7 ! portion ( ! qualifi$ wildfire mitigation exp5ditures cr$it to :i* section #bh7;c77#a7 applies4 4 7#b7 ,section #ajaf7;a7 is am5d$ by r$esignat+ p>agraphs 7#ce7 ?r\gh 7#ch7 z p>agraphs 7#cf7 ?r\gh 7#ci71 respectively1 & by ins]t+ aft] p>agraph 7#cd7 ! foll[+ new p>agraph3 7#ce7 to ! ext5t provid$ 9 section #bh7;e77#b71 4 7#c7 ,! table ( sections = subp>t ,b ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #bg ! foll[+ new item3 ,sec4 #bh4 ,qualifi$ wildfire mitigation exp5ditures4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to exp5ditures paid or incurr$ aft] ! date ( ! enactm5t ( ?is ,act1 9 taxable ye>s end+ aft] su* date4 #d ,gre5+ ! fleet & alt]native vehicles #acfdja4 ,refundable new qualifi$ plug-9 electric drive motor vehicle cr$it = individuals 7a7 ,9 g5]al ,subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #cf;,b ! foll[+ new section3 #cf;,c4 ,new qualifi$ plug-9 electric drive motor vehicles 7a7 ,all[ance ( cr$it ,9 ! case ( an individual1 !re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is subtitle = ! taxable ye> an am\nt equal to ! cr$it am\nt det]m9$ "u subsection 7b7 ) respect to a new qualifi$ plug-9 electric drive motor vehicle plac$ 9 s]vice by ! taxpay] dur+ ! taxable ye>4 7b7 ,cr$it am\nt 7#a7 ,9 g5]al ,! am\nt det]m9$ "u ?is subsection ) respect to any new qualifi$ plug-9 electric drive motor vehicle is ! sum ( ! am\nts det]m9$ "u p>agraphs 7#b7 ?r\gh 7#e7 ) respect to su* vehicle 7n to exce$ #ej p]c5t ( ! pur*ase price ( su* vehicle74 7#b7 ,base am\nt ,! am\nt det]m9$ "u ?is p>agraph is #d1jjj4 7#c7 ,batt]y capacity ,9 ! case ( a new qualifi$ plug-9 electric drive motor vehicle1 ! am\nt det]m9$ "u ?is p>agraph is #c1ejj if-- 7,a7 9 ! case ( a vehicle plac$ 9 s]vice be=e ,janu>y #a1 #bjbg1 su* vehicle draws propulsion en]gy f a batt]y ) n less ?an #dj kil[att h\rs ( capacity & has a gasol9e tank capacity n great] ?an #b4e gallons1 & 7,b7 9 ! case ( a vehicle plac$ 9 s]vice aft] ,decemb] #ca1 #bjbf1 su* vehicle draws propulsion en]gy f a batt]y ) n less ?an #ej kil[att h\rs ( capacity & has a gasol9e tank capacity n great] ?an #b4e gallons4 7#d7 ,dome/ic assembly ,9 ! case ( a new qualifi$ plug-9 electric drive motor vehicle :i* satisfies ! dome/ic assembly qualifications1 ! am\nt det]m9$ "u ?is p>agraph is #d1ejj4 7#e7 ,dome/ic cont5t ,9 ! case ( a new qualifi$ plug-9 electric drive motor vehicle :i* satisfies dome/ic cont5t qualifications1 ! am\nt det]m9$ "u ?is p>agraph is #ejj4 7c7 ,vehicle limitation ,! numb] ( new qualifi$ plug-9 electric drive motor vehicles tak5 9 acc\nt "u subsection 7a7 %all n exce$ #a p] taxpay] p] taxable ye>4 7d7 ,limitation bas$ on modifi$ adju/$ gross income 7#a7 ,9 g5]al ,! am\nt ( ! cr$it all[able "u subsection 7a7 = any taxable ye> %all be r$uc$ 7b n bel[ z]o7 by #bjj = ea* #a1jjj 7or fraction !re(7 by :i*-- 7,a7 ! less] (-- 7i7 ! taxpay]'s modifi$ adju/$ gross income = su* taxable ye>1 or 7ii7 ! taxpay]'s modifi$ adju/$ gross income = ! prec$+ taxable ye>1 exce$s 7,b7 ! ?re%old am\nt4 ,= purposes ( ! prec$+ s5t5ce1 ! t]m modifi$ adju/$ gross income means adju/$ gross income increas$ by any am\nt exclud$ f gross income "u section #iaa1 #ica1 or #icc4 7#b7 ,?re%old am\nt ,= purposes ( p>agraph 7#a71 ! t]m ?re%old am\nt means-- 7,a7 #ejj1jjj 9 ! case ( a jo9t return or surviv+ sp\se 7half su* am\nt 9 ! case ( a m>ri$ individual fil+ a sep>ate return71 7,b7 #cge1jjj 9 ! case ( a head ( h\sehold1 & 7,c7 #bej1jjj 9 any o!r case4 7e7 ,manufactur]'s sugge/$ retail price limitation 7#a7 ,9 g5]al ,no cr$it %all be all[$ "u subsection 7a7 = a vehicle ) a manufactur]'s sugge/$ retail price 9 excess ( ! applicable limitation4 7#b7 ,applicable limitation ,= purposes ( p>agraph 7#a71 ! applicable limitation = ea* vehicle classification is z foll[s3 7,a7 ,vans ,9 ! case ( a van1 #hj1jjj4 7,b7 ,sport ,utility ,vehicles ,9 ! case ( a sport utility vehicle1 #hj1jjj4 7,c7 ,pickup ,trucks ,9 ! case ( a pickup truck1 #hj1jjj4 7,d7 ,o!r ,9 ! case ( any o!r vehicle1 #ee1jjj4 7#c7 ,regulations & guidance ,= purposes ( ?is subsection1 ! ,secret>y %all prescribe su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate = det]m9+ vehicle classifications us+ crit]ia simil> to t employ$ by ! ,environm5tal ,protection ,ag5cy & ! ,dep>tm5t ( ! ,en]gy to det]m9e size & class ( vehicles40 7f7 ,new qualifi$ plug-9 electric drive motor vehicle ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m new qualifi$ plug-9 electric drive motor vehicle means a motor vehicle-- 7,a7 ! orig9al use ( :i* comm5ces ) ! taxpay]1 7,b7 :i* is acquir$ = use by ! taxpay] & n = resale1 7,c7 :i* is made by a qualifi$ manufactur]1 7,d7 :i* is treat$ z a motor vehicle = purposes ( title ,,ii ( ! ,clean ,air ,act1 7,e7 :i* has a gross vehicle weight rat+ ( less ?an #ad1jjj p\nds1 7,f7 :i* is propell$ to a significant ext5t by an electric motor :i* draws electricity f a batt]y :i*-- 7i7 has a capacity ( n less ?an #aj kil[att h\rs1 & 7ii7 is capable ( be+ re*>g$ f an ext]nal s\rce ( electricity1 7,g7 ) respect to :i*1 9 ! case ( a vehicle plac$ 9 s]vice aft] ,decemb] #ca1 #bjbf1 f9al assembly is )9 ! ,unit$ ,/ates1 7,h7 is n ( a "* subject to an all[ance = depreciation1 & 7,i7 = :i* ! p]son :o sells or leases any new qualifi$ plug-9 electric drive motor vehicle to ! taxpay] furni%es a report to ! taxpay] & to ! ,secret>y1 at su* "t & 9 su* mann] z ! ,secret>y %all provide1 conta9+-- 7i7 ! "n & taxpay] id5tification numb] ( ! taxpay]1 7ii7 ! vehicle id5tification numb] ( ! vehicle1 unless1 9 accordance ) any applicable rules promulgat$ by ! ,secret>y ( ,transportation1 ! vehicle is n assign$ su* a numb]1 7iii7 ! batt]y capacity ( ! vehicle1 7iv7 9 ! case ( any new qualifi$ plug-9 electric drive motor vehicle1 v]ification t orig9al use ( ! vehicle comm5ces ) ! taxpay]1 7v7 ! maximum cr$it "u ?is section all[able to ! taxpay] ) respect to ! vehicle1 & 7vi7 9 ! case ( a taxpay] :o makes an election "u subsection 7k77#a7-- 7,i7 ! modifi$ adju/$ gross income ( su* taxpay] 9 ! previ\s taxable ye>1 z describ$ 9 subsection 7k77#f77;,a71 & 7,,ii7 any am\nt describ$ 9 subsection 7k77#b77;,c7 :i* has be5 provid$ to su* taxpay]4 7#b7 ,motor vehicle ,! t]m motor vehicle means any vehicle :i* is manufactur$ prim>ily = use on public /reets1 roads1 & highways 7n includ+ a vehicle op]at$ exclusively on a rail or rails7 & :i* has at lea/ #d :eels4 7#c7 ,qualifi$ manufactur] ,! t]m qualifi$ manufactur] means any manufactur] 7)9 ! mean+ ( ! regulations prescrib$ by ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = purposes ( ! adm9i/ration ( title ,,ii ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #geba et seq477 :i* ent]s into a writt5 agreem5t ) ! ,secret>y "u :i* su* manufactur] agrees-- 7,a7 to ensure t ea* vehicle manufactur$ by su* manufactur] aft] ! lat] ( ! date on :i* su* agreem5t takes effect or ,decemb] #ca1 #bjba1 & t meets ! requirem5ts ( subsection 7d71 subp>agraphs 7,d71 7,e71 & 7,f7 ( p>agraph 7#a71 & p>agraph 7#f7 ( subsection 7f7 is label$ ) a unique vehicle id5tification numb]1 & 7,b7 to make p]iodic writt5 reports to ! ,secret>y 7at su* times & 9 su* mann] z ! ,secret>y may provide7 provid+ su* vehicle id5tification numb]s & su* o!r in=mation relat$ to su* vehicle z ! ,secret>y may require4 7#d7 ,batt]y capacity ,! t]m capacity means1 ) respect to any batt]y1 ! quantity ( electricity :i* ! batt]y is capable ( /or+1 express$ 9 kil[att h\rs1 z measur$ f a #ajj p]c5t /ate ( *>ge to a #j p]c5t /ate ( *>ge4 7g7 ,special rules 7#a7 ,basis r$uction ,= purposes ( ?is subtitle1 ! basis ( any prop]ty = :i* a cr$it is all[able "u subsection 7a7 %all be r$uc$ by ! am\nt ( su* cr$it s all[$4 7#b7 ,no d\ble b5efit ,! am\nt ( any d$uction or o!r cr$it all[able "u ?is *apt] = a vehicle = :i* a cr$it is all[able "u subsection 7a7 %all be r$uc$ by ! am\nt ( cr$it all[$ "u su* subsection = su* vehicle4 7#c7 ,prop]ty us$ outside unit$ /ates n qualifi$ ,no cr$it %all be all[able "u subsection 7a7 ) respect to any prop]ty ref]r$ to 9 section #ej7;b77#a74 7#d7 ,recapture ,! ,secret>y %all1 by regulations or o!r guidance1 provide = recaptur+ ! b5efit ( any cr$it all[able "u subsection 7a7 ) respect to any prop]ty :i* ceases to be prop]ty eligible = su* cr$it4 7#e7 ,election n to take cr$it ,no cr$it %all be all[$ "u subsection 7a7 = any vehicle if ! taxpay] elects to n h ?is section apply to su* vehicle4 7#f7 ,int]action ) air quality & motor vehicle safety /&>ds ,a vehicle %all n be consid]$ eligible = a cr$it "u ?is section unless su* vehicle is 9 compliance )-- 7,a7 ! applicable provisions ( ! ,clean ,air ,act = ! applicable make & model ye> ( ! vehicle 7or applicable air quality provisions ( ,/ate law 9 ! case ( a ,/ate :i* has adopt$ su* provision "u a waiv] "u section #bji7;b7 ( ! ,clean ,air ,act71 & 7,b7 ! motor vehicle safety provisions ( sections #cjaja ?r\gh #cjafi ( title #di1 ,unit$ ,/ates ,code4 7h7 ,cr$it all[$ = #b & #c-:eel$ plug-9 electric vehicles 7#a7 ,9 g5]al ,9 ! case ( a qualifi$ #b- or #c-:eel$ plug-9 electric vehicle-- 7,a7 !re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is subtitle = ! taxable ye> an am\nt equal to ! sum ( ! applicable am\nt ) respect to ea* su* qualifi$ #b- or #c-:eel$ plug-9 electric vehicle plac$ 9 s]vice by ! taxpay] dur+ ! taxable ye>1 & 7,b7 ! am\nt ( ! cr$it all[$ "u subp>agraph 7,a7 %all be treat$ z a cr$it all[$ "u subsection 7a74 7#b7 ,applicable am\nt ,= purposes ( p>agraph 7#a71 ! applicable am\nt is an am\nt equal to ! less] (-- 7,a7 #cj p]c5t ( ! co/ ( ! qualifi$ #b- or #c-:eel$ plug-9 electric vehicle1 or 7,b7 #g1ejj4 7#c7 ,qualifi$ #b- or #c-:eel$ plug-9 electric vehicle ,! t]m qualifi$ #b- or #c-:eel$ plug-9 electric vehicle means any vehicle :i*-- 7,a7 has #b or #c :eels1 7,b7 meets ! requirem5ts (-- 7i7 subp>agraphs 7,a71 7,b71 7,c71 7,e71 7,f71 7,g71 & 7,i7 ( subsection 7e77#a7 7det]m9$ by sub/itut+ #b4e kil[att h\rs = #aj kil[att h\rs 9 subp>agraph 7,f77i771 7ii7 p>agraphs 7#c7 & 7#d7 ( subsection 7e71 & 7iii7 subsections 7f71 7h71 7i71 & 7k71 7,c7 is manufactur$ prim>ily = use on public /reets1 roads1 & highways1 & 7,d7 is capable ( a*iev+ a spe$ ( #de miles p] h\r or great]4 7i7 ,,v9 numb] requirem5t ,no cr$it %all be all[$ "u ?is section ) respect to any vehicle unless ! taxpay] includes ! vehicle id5tification numb] ( su* vehicle on ! return ( tax = ! taxable ye>4 7j7 ,treatm5t ( c]ta9 possessions 7#a7 ,paym5ts to possessions ) mirror code tax sy/ems ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates :i* has a mirror code tax sy/em am\nts equal to ! loss 7if any7 to t possession by reason ( ! application ( ! provisions ( ?is section 7det]m9$ )\t reg>d to ?is subsection74 ,su* am\nts %all be det]m9$ by ! ,secret>y bas$ on in=mation provid$ by ! gov]nm5t ( ! respective possession4 7#b7 ,paym5ts to o!r possessions ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates :i* does n h a mirror code tax sy/em am\nts e/imat$ by ! ,secret>y z be+ equal to ! aggregate b5efits 7if any7 t w\ld h be5 provid$ to resid5ts ( su* possession by reason ( ! provisions ( ?is section if a mirror code tax sy/em _h be5 9 effect 9 su* possession4 ,! prec$+ s5t5ce %all n apply unless ! respective possession has a plan :i* has be5 approv$ by ! ,secret>y "u :i* su* possession w promptly di/ribute su* paym5ts to its resid5ts4 7#c7 ,mirror code tax sy/em2 treatm5t ( paym5ts ,rules simil> to ! rules ( p>agraphs 7#c71 7#d71 & 7#e7 ( section #ba7;h7 %all apply = purposes ( ?is section4 7k7 ,assembly & cont5t qualifications ,= purposes ( ?is section-- 7#a7 ,dome/ic assembly qualifications ,! t]m dome/ic assembly qualifications means1 ) respect to any new qualifi$ plug-9 electric vehicle1 t ! f9al assembly ( su* vehicle occurs at a plant1 factory1 or o!r place :i* is locat$ 9 ! ,unit$ ,/ates & op]at+ "u a collective b>ga9+ agreem5t negotiat$ by an employee organization 7z def9$ 9 section #dab7;c77#d771 det]m9$ 9 a mann] consi/5t ) section #ggja7;a77#df74 7#b7 ,dome/ic cont5t qualifications ,! t]m dome/ic cont5t qualifications means1 ) respect to any model ( a new qualifi$ plug-9 electric vehicle1 t vehicles ( t model are p[]$ by batt]y cells :i* are manufactur$ 9 ! ,unit$ ,/ates z c]tifi$ by ! manufactur] at su* "t & 9 su* =m & mann] z ! ,secret>y may prescribe4 7#c7 ,f9al assembly ,! t]m f9al assembly means ! process by :i* a manufactur] produces a new qualifi$ plug-9 electric drive motor vehicle at1 or ?r\gh ! use (1 a plant1 factory1 or o!r place f :i* ! vehicle is deliv]$ to a deal] or import] ) all compon5t p>ts necess>y = ! me*anical op]ation ( ! vehicle includ$ ) ! vehicle1 :e!r or n ! compon5t p>ts are p]man5tly in/all$ 9 or on ! vehicle4 7l7 ,t]m9ation ,no cr$it %all be all[$ "u ?is section ) respect to any vehicle acquir$ aft] ,decemb] #ca1 #bjca4 4 7b7 ,transf] ( cr$it 7#a7 ,9 g5]al ,section #cf;,c1 z add$ by subsection 7a71 is am5d$ by r$esignat+ subsection 7k7 z subsection 7l7 & by ins]t+ aft] subsection 7j7 foll[+ new subsection3 7k7 ,transf] ( cr$it 7#a7 ,9 g5]al ,subject to su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate1 if ! taxpay] :o acquires a new plug-9 electric drive motor vehicle elects ! application ( ?is subsection ) respect to su* vehicle1 ! cr$it :i* w\ld 7b = ?is subsection7 be all[$ to su* taxpay] ) respect to su* vehicle %all be all[$ to ! eligible entity specifi$ 9 su* election 7& n to su* taxpay]74 7#b7 ,eligible entity ,= purposes ( ?is p>agraph1 ! t]m eligible entity means1 ) respect to ! vehicle = :i* ! cr$it is all[$ "u subsection 7a71 ! deal] :i* sold su* vehicle to ! taxpay] & has-- 7,a7 subject to p>agraph 7#d71 regi/]$ ) ! ,secret>y = purposes ( ?is p>agraph1 at su* "t1 & 9 su* =m & mann]1 z ! ,secret>y may prescribe1 7,b7 prior to ! election describ$ 9 p>agraph 7#a7 & n lat] ?an at ! "t ( su* sale1 disclos$ to ! taxpay] pur*as+ su* vehicle-- 7i7 ! manufactur]'s sugge/$ retail price1 7ii7 ! value ( ! cr$it all[$ or o!r inc5tive available = ! pur*ase ( su* vehicle1 7iii7 all fees associat$ ) ! pur*ase ( su* vehicle1 & 7iv7 ! am\nt provid$ by ! deal] to su* taxpay] z a condition ( ! election describ$ 9 p>agraph 7#a71 7,c7 made paym5t to su* taxpay] 7:e!r 9 ca% or 9 ! =m ( a p>tial paym5t or d[n paym5t = ! pur*ase ( su* vehicle7 9 an am\nt equal to ! cr$it o!rwise all[able to su* taxpay]1 & 7,d7 ) respect to any inc5tive o!rwise available = ! pur*ase ( a vehicle = :i* a cr$it is all[$ "u ?is section1 includ+ any inc5tive 9 ! =m ( a rebate or disc\nt provid$ by ! deal] or manufactur]1 ensur$ t-- 7i7 ! availability or use ( su* inc5tive %all n limit ! ability ( a taxpay] to make an election describ$ 9 p>agraph 7#a71 & 7ii7 su* election %all n limit ! value or use ( su* inc5tive4 7#c7 ,tim+ ,an election describ$ 9 p>agraph 7#a7 %all be made by ! taxpay] n lat] ?an ! date on :i* ! vehicle = :i* ! cr$it is all[$ "u subsection 7a7 is pur*as$4 7#d7 ,revocation ( regi/ration ,^u det]m9ation by ! ,secret>y t a deal] has fail$ to comply ) ! requirem5ts describ$ 9 p>agraph 7#b71 ! ,secret>y may revoke ! regi/ration 7z describ$ 9 subp>agraph 7,a7 ( su* p>agraph7 ( su* deal]4 7#e7 ,tax treatm5t ( paym5ts ,) respect to any paym5t describ$ 9 p>agraph 7#b77;,c71 su* paym5t-- 7,a7 %all n be includible 9 ! gross income ( ! taxpay]1 & 7,b7 ) respect to ! deal]1 %all n be d$uctible "u ?is title4 7#f7 ,application ( c]ta9 o!r requirem5ts ,9 ! case ( any election "u p>agraph 7#a7 ) respect to any vehicle-- 7,a7 ! am\nt ( ! r$uction "u subsection 7c7 %all be det]m9$ ) respect to ! modifi$ adju/$ gross income ( ! taxpay] = ! taxable ye> prec$+ ! taxable ye> 9 :i* su* vehicle 0 acquir$ 7& n ) respect to su* income = ! taxable ye> 9 :i* su* vehicle 0 acquir$71 7,b7 ! requirem5ts ( p>agraphs 7#a7 & 7#b7 ( subsection 7f7 %all apply to ! taxpay] :o acquir$ ! vehicle 9 ! same mann] z if ! cr$it det]m9$ "u ?is section ) respect to su* vehicle 7 all[$ to su* taxpay]1 7,c7 subsection 7f77#e7 %all n apply1 & 7,d7 ! requirem5t ( subsection 7h7 %all be treat$ z satisfi$ if ! eligible entity provides ! vehicle id5tification numb] ( su* vehicle to ! ,secret>y 9 su* mann] z ! ,secret>y may provide4 7#g7 ,advance paym5t to regi/]$ deal]s 7,a7 ,9 g5]al ,! ,secret>y %all e/abli% a program to make advance paym5ts to any eligible entity 9 an am\nt equal to ! cumulative am\nt ( ! cr$its all[$ "u subsection 7a7 ) respect to any vehicles sold by su* entity = :i* an election describ$ 9 p>agraph 7#a7 has be5 made4 7,b7 ,excessive paym5ts ,rules simil> to ! rules ( section #fdag7;c77#g7 %all apply = purposes ( ?is p>agraph4 7#h7 ,deal] ,= purposes ( ?is subsection1 ! t]m deal] means a p]son lic5s$ by a ,/ate1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 any o!r t]ritory or possession ( ! ,unit$ ,/ates1 an ,indian tribal gov]nm5t 7z def9$ 9 section #dh7;e77#d77;,f77ii771 or any ,alaska ,native ,corporation 7z def9$ 9 section #c ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7m77 to engage 9 ! sale ( vehicles4 4 7#b7 ,con=m+ am5dm5t ,section #cf;,c7g77#c77;iii71 z add$ by subsection 7a71 is am5d$ by /rik+ 1 & 7k7 & ins]t+ 7k71 & 7l74 7c7 ,repeal ( nonrefundable new qualifi$ plug-9 electric drive motor vehicle cr$it ,subp>t ,b ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by /rik+ section #cj;,d 7& by /rik+ ! item relat+ to su* section 9 ! table ( sections ( su* subp>t74 7d7 ,con=m+ am5dm5ts 7#a7 ,section #ajaf7;a77#cg7 is am5d$ by /rik+ section #cj;,d7f77#a7 & ins]t+ section #cf;,c7f77#a74 7#b7 ,section #fbaa7;b77#d77;,a7 is am5d$ by ins]t+ #cf;,c1 aft] #cf;,b14 7#c7 ,section #fbac7;g77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7,a7 9 subp>agraph 7,r71 by /rik+ & at ! end1 7,b7 9 subp>agraph 7,s71 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+3 7,t7 an omission ( a correct vehicle id5tification numb] requir$ "u section #cf;,c7f7 7relat+ to cr$it = new qualifi$ plug-9 electric drive motor vehicles7 to be includ$ on a return4 4 7#d7 ,section #feja7m7 is am5d$ by /rik+ #cj;,d7e77#d7 & ins]t+ #cf;,c7f77#e74 7#e7 ,section #aff7;b77#e77;,a77ii7 ( title #bc1 ,unit$ ,/ates ,code1 is am5d$ by /rik+ section #cj;,d7d77#a7 & ins]t+ section #cf;,c7e77#a74 7#f7 ,section #acbd7;b77#b7 ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by ins]t+ #cf;,c1 aft] #cf;,b14 7#g7 ,! table ( sections = subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #cf;,b ! foll[+ new item3 ,sec4 #cf;,c4 ,new qualifi$ plug-9 electric drive motor vehicles4 4 7e7 ,effective dates 7#a7 ,! am5dm5ts made by subsections 7a71 7c71 & 7d7 ( ?is section %all apply to vehicles acquir$ aft] ,decemb] #ca1 #bjba4 7#b7 ,! am5dm5ts made by subsection 7b7 %all apply to vehicles acquir$ aft] ,decemb] #ca1 #bjbb4 #acfdjb4 ,cr$it = previ\sly-own$ qualifi$ plug-9 electric drive motor vehicles 7a7 ,9 g5]al ,subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ aft] section #cf;,c ! foll[+ new section3 #cf;,d4 ,previ\sly-own$ qualifi$ plug-9 electric drive motor vehicles 7a7 ,all[ance ( cr$it ,9 ! case ( a qualifi$ buy] :o dur+ a taxable ye> places 9 s]vice a previ\sly-own$ qualifi$ plug-9 electric drive motor vehicle1 !re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is subtitle = ! taxable ye> an am\nt equal to ! sum (-- 7#a7 #b1jjj1 plus 7#b7 ! supplem5tal cr$it am\nt4 7b7 ,supplem5tal cr$it am\nt ,= purposes ( subsection 7a71 ! t]m supplem5tal cr$it am\nt means-- 7#a7 #b1jjj1 if-- 7,a7 9 ! case ( a vehicle plac$ 9 s]vice be=e ,janu>y #a1 #bjbg1 su* vehicle draws propulsion en]gy f a batt]y ) n less ?an #dj kil[att h\rs ( capacity & has a gasol9e tank capacity n great] ?an #b4e gallons1 & 7,b7 9 ! case ( a vehicle plac$ 9 s]vice aft] ,decemb] #ca1 #bjbf1 su* vehicle draws propulsion en]gy f a batt]y ) n less ?an #ej kil[att h\rs ( capacity & has a gasol9e tank capacity n great] ?an #b4e gallons1 & 7#b7 #j 9 any o!r case4 7c7 ,limitations 7#a7 ,sale price ,! cr$it all[$ "u subsection 7a7 ) respect to sale ( a vehicle %all n exce$ #ej p]c5t ( ! sale price4 7#b7 ,limitation bas$ on modifi$ adju/$ gross income ,! am\nt :i* w\ld 7b = ?is p>agraph7 be all[$ z a cr$it "u subsection 7a7 %all be r$uc$ 7b n bel[ z]o7 by #bjj = ea* #a1jjj 7or fraction !re(7 by :i* ! less] (-- 7,a7 ! taxpay]'s modifi$ adju/$ gross income = su* taxable ye>1 or 7,b7 ! taxpay]'s modifi$ adju/$ gross income = ! prec$+ taxable ye>1 exce$s-- 7i7 #aej1jjj 9 ! case ( a jo9t return or a surviv+ sp\se 7z def9$ 9 section #b7;a771 7ii7 #aab1ejj 9 ! case ( a head ( h\sehold 7z def9$ 9 section #b7;b771 & 7iii7 #ge1jjj 9 ! case ( a taxpay] n describ$ 9 p>agraph 7#a7 or 7#b74 7d7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,previ\sly-own$ qualifi$ plug-9 electric drive motor vehicle ,! t]m previ\sly-own$ qualifi$ plug-9 electric drive motor vehicle means1 ) respect to a taxpay]1 a motor vehicle-- 7,a7 ! model ye> ( :i* is at lea/ #b ye>s e>li] ?an ! cal5d> ye> 9 :i* ! taxpay] acquires su* vehicle1 7,b7 ! orig9al use ( :i* comm5ces ) a p]son o!r ?an ! taxpay]1 7,c7 :i* is acquir$ by ! taxpay] 9 a qualifi$ sale1 & 7,d7 :i* meets ! requirem5ts ( subp>agraphs 7,c71 7,d71 7,e71 7,f71 7,g71 7,h71 & 7,i7 ( section #cf;,c7e77#a7 7det]m9$ by apply+ previ\sly-own$ qualifi$ plug-9 electric drive motor vehicle = new qualifi$ plug-9 electric drive motor vehicle71 or :i* is a new qualifi$ fuel cell motor vehicle 7z def9$ 9 subp>agraphs 7,a7 & 7,b7 ( section #cj;,b7b77#c77 :i* has a gross vehicle weight rat+ ( less ?an #ad1jjj p\nds4 7#b7 ,qualifi$ sale ,! t]m qualifi$ sale means a sale ( a motor vehicle-- 7,a7 by a sell] :o holds su* vehicle 9 inv5tory 7)9 ! mean+ ( section #dga7 = sale or lease1 7,b7 = a sale price n to exce$ #be1jjj1 & 7,c7 :i* is ! fir/ transf] s9ce ! date ( ! enactm5t ( ?is section to a p]son o!r ?an ! p]son ) :om ! orig9al use ( su* vehicle comm5c$4 7#c7 ,qualifi$ buy] ,! t]m qualifi$ buy] means1 ) respect to a sale ( a motor vehicle1 a taxpay]-- 7,a7 :o is an individual1 7,b7 :o pur*ases su* vehicle = use & n = resale1 7,c7 ) respect to :om no d$uction is all[able ) respect to ano!r taxpay] "u section #aea1 7,d7 :o has n be5 all[$ a cr$it "u ?is section = any sale dur+ ! #c-ye> p]iod end+ on ! date ( ! sale ( su* vehicle1 & 7,e7 :o possesses a c]tificate issu$ by ! sell] t c]tifies-- 7i7 t ! vehicle is a previ\sly-own$ qualifi$ plug-9 electric drive motor vehicle1 7ii7 ! vehicle id5tification numb] ( su* vehicle1 7iii7 ! capacity ( ! batt]y at "t ( sale1 & 7iv7 su* o!r in=mation z ! ,secret>y may require4 7#d7 ,motor vehicle2 capacity ,! t]ms motor vehicle & capacity h ! mean+ giv5 su* t]ms 9 p>agraphs 7#b7 & 7#d7 ( section #cf;,c7e71 respectively4 7e7 ,,v9 numb] requirem5t ,no cr$it %all be all[$ "u subsection 7a7 ) respect to any vehicle unless ! taxpay] includes ! vehicle id5tification numb] ( su* vehicle on ! return ( tax = ! taxable ye>4 7f7 ,application ( c]ta9 rules ,= purposes ( ?is section1 rules simil> to ! rules ( p>agraphs 7#a71 7#b71 7#d71 7#e71 & 7#f7 ( section #cf;,c7f7 %all apply = purposes ( ?is section4 7g7 ,c]tificate submission requirem5t ,! ,secret>y may require t ! issu] ( ! c]tificate describ$ 9 subsection 7c77#c77;,e7 submit su* c]tificate to ! ,secret>y at ! "t & 9 ! mann] requir$ by ! ,secret>y4 7h7 ,treatm5t ( c]ta9 possessions 7#a7 ,paym5ts to possessions ) mirror code tax sy/ems ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates :i* has a mirror code tax sy/em am\nts equal to ! loss 7if any7 to t possession by reason ( ! application ( ! provisions ( ?is section4 ,su* am\nts %all be det]m9$ by ! ,secret>y bas$ on in=mation provid$ by ! gov]nm5t ( ! respective possession4 7#b7 ,paym5ts to o!r possessions ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates :i* does n h a mirror code tax sy/em am\nts e/imat$ by ! ,secret>y z be+ equal to ! aggregate b5efits 7if any7 t w\ld h be5 provid$ to resid5ts ( su* possession by reason ( ! provisions ( ?is section if a mirror code tax sy/em _h be5 9 effect 9 su* possession4 ,! prec$+ s5t5ce %all n apply unless ! respective possession has a plan :i* has be5 approv$ by ! ,secret>y "u :i* su* possession w promptly di/ribute su* paym5ts to its resid5ts4 7#c7 ,mirror code tax sy/em2 treatm5t ( paym5ts ,rules simil> to ! rules ( p>agraphs 7#c71 7#d71 & 7#e7 ( section #ba7;h7 %all apply = purposes ( ?is section4 7i7 ,transf] ( cr$it ,rules simil> to ! rules ( section #cf;,c7k7 %all apply4 7j7 ,t]m9ation ,no cr$it %all be all[$ "u ?is section ) respect to any vehicle acquir$ aft] ,decemb] #ca1 #bjca4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #fbaa7;b77#d77;,a71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ #cf;,d1 aft] #cf;,c14 7#b7 ,section #fbac7;g77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7,a7 9 subp>agraph 7,s71 by /rik+ & at ! end1 7,b7 9 subp>agraph 7,t71 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+3 7,u7 an omission ( a correct vehicle id5tification numb] requir$ "u section #cf;,d7d7 7relat+ to cr$it = previ\sly-own$ qualifi$ plug-9 electric drive motor vehicles7 to be includ$ on a return4 4 7#c7 ,p>agraph 7#b7 ( section #acbd7;b7 ( title #ca1 ,unit$ ,/ates ,code1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ #cf;,d1 aft] #cf;,c14 7c7 ,cl]ical am5dm5t ,! table ( sections = subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ aft] ! item relat+ to section #cf;,c ! foll[+ new item3 ,sec4 #cf;,d4 ,previ\sly-own$ qualifi$ plug-9 electric drive motor vehicles4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to vehicles acquir$ aft] ,decemb] #ca1 #bjba4 #acfdjc4 ,qualifi$ comm]cial electric vehicles 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new section3 #de,y4 ,cr$it = qualifi$ comm]cial electric vehicles 7a7 ,9 g5]al ,= purposes ( section #ch1 ! qualifi$ comm]cial electric vehicle cr$it = any taxable ye> is an am\nt equal to ! sum ( ! cr$it am\nts det]m9$ "u subsection 7b7 ) respect to ea* qualifi$ comm]cial electric vehicle plac$ 9 s]vice by ! taxpay] dur+ ! taxable ye>4 7b7 ,p] vehicle am\nt 7#a7 ,9 g5]al ,! am\nt det]m9$ "u ?is subsection ) respect to any qualifi$ comm]cial electric vehicle %all be equal to ! less] (-- 7,a7 #ae p]c5t ( ! basis ( su* vehicle 7#cj p]c5t 9 ! case ( a vehicle n p[]$ by a gasol9e or diesel int]nal combu/ion eng9e71 or 7,b7 ! increm5tal co/ ( su* vehicle4 7#b7 ,increm5tal co/ ,= purposes ( p>agraph 7#a77;,b71 ! increm5tal co/ ( any qualifi$ comm]cial electric vehicle is an am\nt equal to ! excess ( ! pur*ase price = su* vehicle ov] su* price ( a comp>able vehicle4 7#c7 ,comp>able vehicle ,= purposes ( ?is p>agraph1 ! t]m comp>able vehicle means1 ) respect to any qualifi$ comm]cial electric vehicle1 any vehicle :i* is p[]$ solely by a gasol9e or diesel int]nal combu/ion eng9e & :i* is comp>able 9 size & use to su* vehicle4 7#d7 ,vehicles = lease to individuals 7,a7 ,9 g5]al ,9 ! case ( a comm]cial electric vehicle :i* is acquir$ by ! taxpay] = ! purpose ( leas+ su* vehicle to any individual1 ! am\nt det]m9$ "u ?is subsection ) respect to su* vehicle %all1 at ! election ( su* taxpay]1 be equal to ! am\nt ( ! cr$it t w\ld o!rwise be all[$ "u section #cf;,c7a7 ) respect to su* vehicle1 z det]m9$ z if su* vehicle-- 7i7 is a new qualifi$ plug-9 electric drive motor vehicle1 & 7ii7 has be5 acquir$ & plac$ 9 s]vice by an individual4 7,b7 ,election requirem5ts 7i7 ,9 g5]al ,an election "u subp>agraph 7,a7 %all be made at su* "t & 9 su* mann] z ! ,secret>y prescribes by regulations or o!r guidance4 7ii7 ,disclosure requirem5t ,= purposes ( any regulations or o!r guidance prescrib$ "u clause 7i71 ! ,secret>y %all require t1 z a condition ( an election "u subp>agraph 7,a71 ! taxpay] mak+ su* election %all be requir$ to disclose to ! lessee ( ! comm]cial electric vehicle ! value ( ! cr$it all[$ "u ?is section4 7c7 ,qualifi$ comm]cial electric vehicle ,= purposes ( ?is section1 ! t]m qualifi$ comm]cial electric vehicle means any vehicle :i*-- 7#a7 meets ! requirem5ts ( subp>agraphs 7,a7 & 7,c7 ( section #cf;,c7e77#a7 )\t reg>d to any gross vehicle weight rat+ or ! requirem5ts ( section #cf;,c7d71 & is acquir$ = use or lease by ! taxpay] & n = resale1 7#b7 ei!r-- 7,a7 meets ! requirem5ts ( subp>agraph 7,d7 ( section #cf;,c7e77#a7 & is manufactur$ prim>ily = use on public /reets1 roads1 & highways 7n includ+ a vehicle op]at$ exclusively on a rail or rails71 or 7,b7 is mobile ma*9]y1 z def9$ 9 section #djec7h7 7includ+ vehicles t are n design$ to p]=m a function ( transport+ a load ov] ! public highways71 7#c7 ei!r-- 7,a7 is propell$ to a significant ext5t by an electric motor :i* draws electricity f a batt]y :i* has a capacity ( n less ?an #ae kil[att h\rs & is capable ( be+ re*>g$ f an ext]nal s\rce ( electricity1 or 7,b7 is a new qualifi$ fuel cell motor vehicle describ$ 9 subp>agraphs 7,a7 & 7,b7 ( section #cj;,b7b77#c71 & 7#d7 is ( a "* subject to ! all[ance = depreciation4 7d7 ,special rules 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 rules simil> to ! rules "u subsection 7f7 ( section #cf;,c %all apply = purposes ( ?is section4 7#b7 ,recapture ,! ,secret>y %all1 by regulations or o!r guidance1 provide = recaptur+ ! b5efit ( any cr$it all[$ "u subsection 7a7 ) respect to any prop]ty :i* ceases to be prop]ty eligible = su* cr$it1 includ+ regulations or o!r guidance :i*1 9 ! case ( any comm]cial electric vehicle = :i* an election 0 made "u subsection 7b77#d7-- 7,a7 recaptures ! cr$it all[$ "u subsection 7a7 if-- 7i7 su* vehicle 0 n leas$ to an individual1 or 7ii7 ! taxpay] fail$ to comply ) ! requirem5ts describ$ 9 subsection 7b77#d77;,b77ii71 & 7,b7 9 ! case ( a comm]cial electric vehicle :i* is leas$ by an individual ^: modifi$ adju/$ gross income exce$s ! ?re%old am\nt "u section #cf;,c7c77#b71 recaptures s mu* ( ! cr$it all[$ "u subsection 7a7 z exce$s ! am\nt ( ! cr$it :i* w\ld h o!rwise be5 all[able "u su* subsection if1 = purposes ( subsection 7b77#d77;,a71 ! am\nt ( ! cr$it t w\ld o!rwise be all[$ "u section #cf;,c7a7 ) respect to su* vehicle _h be5 det]m9$ z if su* vehicle 0 acquir$ & plac$ 9 s]vice by su* individual & subject to r$uction "u section #cf;,c7c74 7#c7 ,vehicles plac$ 9 s]vice by tax-exempt entities ,subsection 7c77#d7 %all n apply to any vehicle :i* is n subject to a lease & :i* is plac$ 9 s]vice by a tax-exempt entity describ$ 9 clause 7i71 7ii71 or 7iv7 ( section #afh7;h77#b77;,a74 7e7 ,,v9 numb] requirem5t ,no cr$it %all be det]m9$ "u subsection 7a7 ) respect to any vehicle unless ! taxpay] includes ! vehicle id5tification numb] ( su* vehicle on ! return ( tax = ! taxable ye>4 7f7 ,t]m9ation ,no cr$it %all be det]m9$ "u ?is section ) respect to any vehicle acquir$ aft] ,decemb] #ca1 #bjca4 4 7b7 ,elective paym5t ( cr$it 9 case ( c]ta9 tax-exempt entities ,section #fdag7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#i7 ,9 ! case ( a tax-exempt entity describ$ 9 clause 7i71 7ii71 or 7iv7 ( section #afh7;h77#b77;,a71 ! cr$it = qualifi$ comm]cial vehicles det]m9$ "u section #de,y by reason ( subsection 7d77#b7 !re(4 4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #ch7;b7 is am5d$ by /rik+ p>agraph 7#cj7 & ins]t+ ! foll[+3 7#cj7 ! qualifi$ comm]cial electric vehicle cr$it det]m9$ "u section #de,y1 4 7#b7 ,section #fbac7;g77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7,a7 9 subp>agraph 7,t71 by /rik+ & at ! end1 7,b7 9 subp>agraph 7,u71 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+3 7,v7 an omission ( a correct vehicle id5tification numb] requir$ "u section #de,y7e7 7relat+ to comm]cial electric vehicle cr$it7 to be includ$ on a return4 4 7#c7 ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de,y4 ,qualifi$ comm]cial electric vehicle cr$it4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to vehicles acquir$ aft] ,decemb] #ca1 #bjba4 #acfdjd4 ,qualifi$ fuel cell motor vehicles 7a7 ,9 g5]al ,section #cj;,b7k77#a7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjca4 7b7 ,new qualifi$ fuel cell motor vehicle ,section #cj;,b7b7 is am5d$ by /rik+ & at ! end ( subp>agraph 7,d71 by /rik+ ! p]iod at ! end ( subp>agraph 7,e7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new subp>agraph3 7,f7 :i* is n prop]ty ( a "* subject to an all[ance = depreciation4 4 7c7 ,con=m+ am5dm5t ,section #cj;,b7g7 is am5d$ to read z foll[s3 7g7 ,p]sonal cr$it ,= purposes ( ?is title1 ! cr$it all[$ "u subsection 7a7 = any taxable ye> 7det]m9$ aft] application ( p>agraph 7#a77 %all be treat$ z a cr$it all[able "u subp>t ,a = su* taxable ye>4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 #acfdje4 ,alt]native fuel refuel+ prop]ty cr$it 7a7 ,9 g5]al ,section #cj;,c7g7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjca4 7b7 ,additional cr$it = c]ta9 electric *>g+ prop]ty 7#a7 ,9 g5]al ,section #cj;,c7a7 is am5d$-- 7,a7 by /rik+ equal to #cj p]c5t & ins]t+ ! foll[+3 equal to ! sum (-- 7#a7 #cj p]c5t 7#f p]c5t 9 ! case ( prop]ty ( a "* subject to depreciation7 1 7,b7 by /rik+ ! p]iod at ! end & ins]t+ 1 plus1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#b7 #d p]c5t ( s mu* ( su* co/ z exce$s ! limitation "u subsection 7b77#a7 t does n exce$ ! am\nt ( co/ attributable to qualifi$ alt]native fuel vehicle refuel+ prop]ty 7det]m9$ )\t reg>d to subsection 7c77#a7 & z if only electricity1 & fuel at lea/ #he p]c5t ( ! volume ( :i* consi/s ( hydrog51 7 treat$ z clean-burn+ fuels = purposes ( section #agi;,a7d77 :i*-- 7,a7 is int5d$ = g5]al public use ) no associat$ fee or paym5t arrangem5t1 7,b7 is int5d$ = g5]al public use & accepts paym5t via a cr$it c>d read]1 includ+ a cr$it c>d read] t uses contactless te*nology1 or 7,c7 is int5d$ = use exclusively by comm]cial or gov]nm5tal vehicles4 4 7#b7 ,con=m+ am5dm5t ,section #cj;,c7b7 is am5d$-- 7,a7 by /rik+ ,! cr$it all[$ "u subsection 7a7 & ins]t+ ,! am\nt ( co/ tak5 into acc\nt "u subsection 7a77#a71 7,b7 by /rik+ #cj1jjj & ins]t+ #ajj1jjj1 & 7,c7 by /rik+ #a1jjj & ins]t+ #c1ccc4cc4 7#c7 ,bidirectional *>g+ equipm5t includ$ z qualifi$ alt]native fuel vehicle refuel+ prop]ty ,section #cj;,c7c7 is am5d$ to read z foll[s3 7c7 ,qualifi$ alt]native fuel vehicle refuel+ prop]ty ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ alt]native fuel vehicle refuel+ prop]ty has ! same mean+ z ! t]m qualifi$ clean-fuel vehicle refuel+ prop]ty w\ld h "u section #agi;,a if-- 7,a7 p>agraph 7#a7 ( section #agi;,a7d7 did n apply to prop]ty in/all$ on prop]ty :i* is us$ z ! pr9cipal resid5ce 7)9 ! mean+ ( section #aba7 ( ! taxpay]1 & 7,b7 only ! foll[+ 7 treat$ z clean-burn+ fuels = purposes ( section #agi;,a7d73 7i7 ,any fuel at lea/ #he p]c5t ( ! volume ( :i* consi/s ( "o or m ( ! foll[+3 e?anol1 natural gas1 compress$ natural gas1 liquifi$ natural gas1 liquefi$ petroleum gas1 or hydrog54 7ii7 ,any mixture-- 7,i7 :i* consi/s ( two or m ( ! foll[+3 biodiesel 7z def9$ 9 section #dj;,a7d77#a771 diesel fuel 7z def9$ 9 section #djhc7;a77#c771 or k]os5e1 & 7,,ii7 at lea/ #bj p]c5t ( ! volume ( :i* consi/s ( biodiesel 7z s def9$7 det]m9$ )\t reg>d to any k]os5e 9 su* mixture4 7iii7 ,electricity4 7#b7 ,bidirectional *>g+ equipm5t ,prop]ty %all n fail to be treat$ z qualifi$ alt]native fuel vehicle refuel+ prop]ty solely because su* prop]ty-- 7,a7 is capable ( *>g+ ! batt]y ( a motor vehicle propell$ by electricity1 & 7,b7 all[s dis*>g+ electricity f su* batt]y to an electric load ext]nal to su* motor vehicle4 4 7c7 ,c]ta9 electric *>g+ /ations includ$ z qualifi$ alt]native fuel vehicle refuel+ prop]ty ,section #cj;,c is am5d$ by r$esignat+ subsections 7f7 & 7g7 z subsections 7g7 & 7h71 respectively1 & by ins]t+ aft] subsection 7e7 ! foll[+3 7f7 ,special rule = electric *>g+ /ations = c]ta9 vehicles ) #b or #c :eels ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ alt]native fuel vehicle refuel+ prop]ty includes any prop]ty describ$ 9 subsection 7c7 = ! re*>g+ ( a motor vehicle describ$ 9 p>agraph 7#b7 t is propell$ by electricity1 b only if ! prop]ty-- 7,a7 meets ! requirem5ts ( subsection 7a77#b71 & 7,b7 is ( a "* subject to depreciation4 7#b7 ,motor vehicle ,a motor vehicle is describ$ 9 ?is p>agraph if ! motor vehicle-- 7,a7 is manufactur$ prim>ily = use on public /reets1 roads1 or highways 7n includ+ a vehicle op]at$ exclusively on a rail or rails71 & 7,b7 has at lea/ #b1 b n m ?an #c1 :eels4 4 7d7 ,wage & appr5tice%ip requirem5ts ,section #cj;,c1 z am5d$ by ?is section1 is fur!r am5d$ by r$esignat+ subsections 7g7 & 7h7 z subsections 7h7 & 7i7 & by ins]t+ aft] subsection 7f7 ! foll[+ new subsection3 7g7 ,wage & appr5tice%ip requirem5ts 7#a7 ,increas$ cr$it am\nt 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ alt]native fuel vehicle refuel+ project :i* satisfies ! requirem5ts ( subp>agraph 7,c71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 = prop]ty ( a "* subject to an all[ance = depreciation %all be equal to su* am\nt multipli$ by #e 7det]m9$ )\t reg>d to ?is s5t5ce74 7,b7 ,qualifi$ alt]native fuel vehicle refuel+ project ,= purposes ( ?is subsection1 ! t]m qualifi$ alt]native fuel vehicle refuel+ project means a project consi/+ ( multiple prop]ties t are "p ( a s+le project4 ,! requirem5ts ( ?is p>agraph %all be appli$ to su* project4 7,c7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7i7 ,a project ! con/ruction ( :i* beg9s prior to ! date t is #fj days aft] ! ,secret>y publi%es guidance ) respect to ! requirem5ts ( p>agraphs 7#b7 & 7#c74 7ii7 ,a project :i* satisfies ! requirem5ts ( p>agraphs 7#b7 & 7#c74 7#b7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any qualifi$ alt]native fuel vehicle refuel+ project are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9 ! con/ruction ( su* prop]ty %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7#c7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#d7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is subsection4 4 7e7 ,effective date ,! am5dm5t made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 #acfdjf4 ,re9/atem5t & expansion ( employ]-provid$ fr+e b5efits = bicycle commut+ 7a7 ,repeal ( susp5sion ( exclusion = qualifi$ bicycle commut+ b5efits ,section #acb7;f7 is am5d$ by /rik+ p>agraph 7#h74 7b7 ,expansion ( bicycle commut+ b5efits ,section #acb7;f77#e77;,f7 is am5d$ to read z foll[s3 7,f7 ,def9itions relat$ to bicycle commut+ b5efits 7i7 ,qualifi$ bicycle commut+ b5efit ,! t]m qualifi$ bicycle commut+ b5efit means1 ) respect to any cal5d> ye>-- 7,i7 any employ] reimbursem5t dur+ ! #ae-mon? p]iod beg9n+ ) ! fir/ day ( su* cal5d> ye> = reasonable exp5ses incurr$ by ! employee dur+ su* cal5d> ye> = ! pur*ase 7includ+ associat$ f9ance *>ges71 lease1 r5tal 7includ+ a bike%>e71 improvem5t1 repair1 or /orage ( qualifi$ commut+ prop]ty1 or 7,,ii7 ! direct or indirect provision by ! employ] to ! employee dur+ su* cal5d> ye> ( ! use 7includ+ a bike%>e71 improvem5t1 repair1 or /orage ( qualifi$ commut+ prop]ty1 if ! employee regul>ly uses su* qualifi$ commut+ prop]ty = travel betwe5 ! employee's resid5ce1 place ( employm5t1 a qualifi$ p>k+ facility1 or a mass transit facility t connects ! employee to _! resid5ce or place ( employm5t4 7ii7 ,qualifi$ commut+ prop]ty ,! t]m qualifi$ commut+ prop]ty means-- 7,i7 any bicycle 7o!r ?an a bicycle equipp$ ) any motor71 7,,ii7 any electric bicycle :i* meets ! requirem5ts ( section #cf;,e7c77#e71 7,,iii7 any #b- or #c-:eel scoot] 7o!r ?an a scoot] equipp$ ) any motor71 & 7,,iv7 any #b- or #c-:eel scoot] propell$ by an electric motor if su* motor does n provide assi/ance if ! spe$ ( su* scoot] exce$s #bj mil] p] h\r 7or if ! spe$ ( su* scoot] is n capable ( exce$+ #bj miles p] h\r7 & ! weight ( su* scoot] does n exce$ #ajj p\nds4 7iii7 ,bike%>e ,! t]m bike%>e means a r5tal op]ation at :i* qualifi$ commut+ prop]ty is made available to cu/om]s to pick up & drop (f = po9t-to-po9t use )9 a def9$ geographic area4 4 7c7 ,limitation on exclusion ,section #acb7;f77#b77;,c7 is am5d$ to read z foll[s3 7,c7 #cj p]c5t ( ! doll> am\nt 9 effect "u subp>agraph 7,b7 p] mon? 9 ! case ( any qualifi$ bicycle commut+ b5efit4 4 7d7 ,no con/ructive receipt ,section #acb7;f77#d7 is am5d$ by /rik+ 7o!r ?an a qualifi$ bicycle commut+ reimbursem5t74 7e7 ,con=m+ am5dm5ts 7#a7 ,section #acb7;f77#a77;,d7 is am5d$ by /rik+ reimbursem5t & ins]t+ b5efit4 7#b7 ,section #bgd7l7 is am5d$ by /rik+ p>agraph 7#b74 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acfdjg4 ,cr$it = c]ta9 new electric bicycles 7a7 ,9 g5]al ,subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ aft] section #cf;,d ! foll[+ new section3 #cf;,e4 ,electric bicycles 7a7 ,all[ance ( cr$it ,!re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is *apt] = ! taxable ye> an am\nt equal to #cj p]c5t ( ! co/ ( ea* qualifi$ electric bicycle plac$ 9 s]vice by ! taxpay] dur+ su* taxable ye>4 7b7 ,limitations 7#a7 ,limitation on co/ p] electric bicycle tak5 into acc\nt ,! am\nt tak5 into acc\nt "u subsection 7a7 z ! co/ ( any qualifi$ electric bicycle %all n exce$ #c1jjj4 7#b7 ,bicycle limitation ) respect to cr$it 7,a7 ,limitation on numb] ( p]sonal-use bicycles ,9 ! case ( any taxpay] = any taxable ye>1 ! numb] ( p]sonal-use bicycles tak5 into acc\nt "u subsection 7a7 %all n exce$ ! excess 7if any7 (-- 7i7 #a 7#b 9 ! case ( a jo9t return71 r$uc$ by 7ii7 ! aggregate numb] ( bicycles tak5 into acc\nt by ! taxpay] "u subsection 7a7 = ! #b prec$+ taxable ye>s4 7,b7 ,phase\t bas$ on modifi$ adju/$ gross income ,! cr$it all[$ "u subsection 7a7 %all be r$uc$ by #bjj = ea* #a1jjj 7or fraction !re(7 by :i* ! taxpay]'s modifi$ adju/$ gross income exce$s-- 7i7 #aej1jjj 9 ! case ( a jo9t return or a surviv+ sp\se 7z def9$ 9 section #b7;a771 7ii7 #aab1ejj 9 ! case ( a head ( h\sehold 7z def9$ 9 section #b7;b771 & 7iii7 #ge1jjj 9 ! case ( a taxpay] n describ$ 9 clause 7i7 or 7ii74 7,c7 ,modifi$ adju/$ gross income ,= purposes ( subp>agraph 7,b71 ! t]m modifi$ adju/$ gross income means adju/$ gross income increas$ by any am\nt exclud$ f gross income "u section #iaa1 #ica1 or #icc4 7,d7 ,special rule = modifi$ adju/$ gross income tak5 into acc\nt ,! modifi$ adju/$ gross income ( ! taxpay] t is tak5 into acc\nt = purposes ( ?is p>agraph %all be ! less] (-- 7i7 ! modifi$ adju/$ gross income = ! taxable ye> 9 :i* ! cr$it is claim$1 or 7ii7 ! modifi$ adju/$ gross income = ! imm$iately prec$+ taxable ye>4 7c7 ,qualifi$ electric bicycle ,= purposes ( ?is section1 ! t]m qualifi$ electric bicycle means a bicycle-- 7#a7 ! orig9al use ( :i* comm5ces ) ! taxpay]1 7#b7 :i* is acquir$ = use by ! taxpay] & n = resale1 7#c7 :i* is made by a qualifi$ manufactur] & is label$ ) ! qualifi$ vehicle id5tification numb] assign$ to su* bicycle by su* manufactur]1 7#d7 ) respect to :i* ! aggregate am\nt paid = su* acquisition does n exce$ #d1jjj1 & 7#e7 :i* is equipp$ )-- 7,a7 fully op]able p$als1 7,b7 a saddle or seat = ! rid]1 & 7,c7 an electric motor ( less ?an #gej watts :i* is design$ to provid$ assi/ance 9 propell+ ! bicycle &-- 7i7 does n provide su* assi/ance if ! bicycle is mov+ 9 excess ( #bj mil] p] h\r1 or 7ii7 if su* motor only provides su* assi/ance :5 ! rid] is p$al+1 does n provide su* assi/ance if ! bicycle is mov+ 9 excess ( #bh miles p] h\r4 7d7 ,,v9 numb] requirem5t 7#a7 ,9 g5]al ,no cr$it %all be all[$ "u subsection 7a7 ) respect to any qualifi$ electric bicycle unless ! taxpay] includes ! qualifi$ vehicle id5tification numb] ( su* bicycle on ! return ( tax = ! taxable ye>4 7#b7 ,qualifi$ vehicle id5tification numb] ,= purposes ( ?is section1 ! t]m qualifi$ vehicle id5tification numb] means1 ) respect to any bicycle1 ! vehicle id5tification numb] assign$ to su* bicycle by a qualifi$ manufactur] pursuant to ! me?odology ref]r$ to 9 p>agraph 7#c74 7#c7 ,qualifi$ manufactur] ,= purposes ( ?is section1 ! t]m qualifi$ manufactur] means any manufactur] ( qualifi$ electric bicycles :i* ent]s into an agreem5t ) ! ,secret>y :i* provides t su* manufactur] w-- 7,a7 assign a vehicle id5tification numb] to ea* qualifi$ electric bicycle produc$ by su* manufactur] utiliz+ a me?odology t w ensure t su* numb] 7includ+ any alphanum]ic7 is unique to su* bicycle 7by utiliz+ numb]s or lett]s :i* are unique to su* manufactur] or by su* o!r me?od z ! ,secret>y may provide71 7,b7 label su* bicycle ) su* numb] 9 su* mann] z ! ,secret>y may provide1 & 7,c7 make p]iodic writt5 reports to ! ,secret>y 7at su* times & 9 su* mann] z ! ,secret>y may provide7 ( ! vehicle id5tification numb]s s assign$ & includ+ su* in=mation z ! ,secret>y may require ) respect to ! qualifi$ electric bicycle to :i* su* numb] 0 s assign$4 7e7 ,special rules 7#a7 ,basis r$uction ,= purposes ( ?is subtitle1 ! basis ( any prop]ty = :i* a cr$it is all[able "u subsection 7a7 %all be r$uc$ by ! am\nt ( su* cr$it s all[$4 7#b7 ,no d\ble b5efit ,! am\nt ( any d$uction or o!r cr$it all[able "u ?is *apt] = a qualifi$ electric bicycle = :i* a cr$it is all[able "u subsection 7a7 %all be r$uc$ by ! am\nt ( cr$it all[$ "u su* subsection = su* bicycle4 7#c7 ,prop]ty us$ outside unit$ /ates n qualifi$ ,no cr$it %all be all[able "u subsection 7a7 ) respect to any prop]ty ref]r$ to 9 section #ej7;b77#a74 7#d7 ,recapture ,! ,secret>y %all1 by regulations or o!r guidance1 provide = recaptur+ ! b5efit ( any cr$it all[able "u subsection 7a7 ) respect to any prop]ty :i* ceases to be prop]ty eligible = su* cr$it4 7#e7 ,election n to take cr$it ,no cr$it %all be all[$ "u subsection 7a7 = any bicycle if ! taxpay] elects to n h ?is section apply to su* bicycle4 7f7 ,treatm5t ( c]ta9 possessions 7#a7 ,paym5ts to possessions ) mirror code tax sy/ems ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates :i* has a mirror code tax sy/em am\nts equal to ! loss 7if any7 to t possession by reason ( ! application ( ! provisions ( ?is section 7det]m9$ )\t reg>d to ?is subsection74 ,su* am\nts %all be det]m9$ by ! ,secret>y bas$ on in=mation provid$ by ! gov]nm5t ( ! respective possession4 7#b7 ,paym5ts to o!r possessions ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates :i* does n h a mirror code tax sy/em am\nts e/imat$ by ! ,secret>y z be+ equal to ! aggregate b5efits 7if any7 t w\ld h be5 provid$ to resid5ts ( su* possession by reason ( ! provisions ( ?is section if a mirror code tax sy/em _h be5 9 effect 9 su* possession4 ,! prec$+ s5t5ce %all n apply unless ! respective possession has a plan :i* has be5 approv$ by ! ,secret>y "u :i* su* possession w promptly di/ribute su* paym5ts to its resid5ts4 7#c7 ,mirror code tax sy/em2 treatm5t ( paym5ts ,rules simil> to ! rules ( p>agraphs 7#c71 7#d71 & 7#e7 ( section #ba7;h7 %all apply = purposes ( ?is section4 7g7 ,transf] ( cr$it 7#a7 ,9 g5]al ,subject to su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate1 if ! taxpay] :o acquires a qualifi$ electric bicycle aft] ,decemb] #ca1 #bjbb elects ! application ( ?is subsection ) respect to su* qualifi$ electric bicycle1 ! cr$it :i* w\ld 7b = ?is subsection7 be all[$ to su* taxpay] ) respect to su* qualifi$ electric bicycle %all be all[$ to ! eligible entity specifi$ 9 su* election 7& n to su* taxpay]74 7#b7 ,eligible entity ,= purposes ( ?is p>agraph1 ! t]m eligible entity means1 ) respect to ! qualifi$ electric bicycle = :i* ! cr$it is all[$ "u subsection 7a71 ! retail] :i* sold su* qualifi$ electric bicycle to ! taxpay] & has-- 7,a7 subject to p>agraph 7#d71 regi/]$ ) ! ,secret>y = purposes ( ?is p>agraph1 at su* "t1 & 9 su* =m & mann]1 z ! ,secret>y may prescribe1 7,b7 prior to ! election describ$ 9 p>agraph 7#a7 & no lat] ?an at ! "t ( su* sale1 disclos$ to ! taxpay] pur*as+ su* qualifi$ electric bicycle-- 7i7 ! retail price1 7ii7 ! value ( ! cr$it all[$ or o!r inc5tive available = ! pur*ase ( su* qualifi$ electric bicycle1 7iii7 all fees associat$ ) ! pur*ase ( su* qualifi$ electric bicycle1 & 7iv7 ! am\nt provid$ by ! retail] to su* taxpay] z a condition ( ! election describ$ 9 p>agraph 7#a71 7,c7 made paym5t to su* taxpay] 7:e!r 9 ca% or 9 ! =m ( a p>tial paym5t or d[n paym5t = ! pur*ase ( su* qualifi$ electric bicycle7 9 an am\nt equal to ! cr$it o!rwise all[able to su* taxpay]1 & 7,d7 ) respect to any inc5tive o!rwise available = ! pur*ase ( a qualifi$ electric bicycle = :i* a cr$it is all[$ "u ?is section1 includ+ any inc5tive 9 ! =m ( a rebate or disc\nt provid$ by ! retail] or manufactur]1 ensur$ t-- 7i7 ! availability or use ( su* inc5tive %all n limit ! ability ( a taxpay] to make an election describ$ 9 p>agraph 7#a71 & 7ii7 su* election %all n limit ! value or use ( su* inc5tive4 7#c7 ,tim+ ,an election describ$ 9 p>agraph 7#a7 %all be made by ! taxpay] n lat] ?an ! date on :i* ! qualifi$ electric bicycle = :i* ! cr$it is all[$ "u subsection 7a7 is pur*as$4 7#d7 ,revocation ( regi/ration ,^u det]m9ation by ! ,secret>y t a retail] has fail$ to comply ) ! requirem5ts describ$ 9 p>agraph 7#b71 ! ,secret>y may revoke ! regi/ration 7z describ$ 9 subp>agraph 7,a7 ( su* p>agraph7 ( su* retail]4 7#e7 ,tax treatm5t ( paym5ts ,) respect to any paym5t describ$ 9 p>agraph 7#b77;,c71 su* paym5t-- 7,a7 %all n be includible 9 ! gross income ( ! taxpay]1 & 7,b7 ) respect to ! retail]1 %all n be d$uctible "u ?is title4 7#f7 ,application ( c]ta9 o!r requirem5ts ,9 ! case ( any election "u p>agraph 7#a7 ) respect to any qualifi$ electric bicycle-- 7,a7 ! am\nt ( ! r$uction "u subsection 7b7 %all be det]m9$ ) respect to ! modifi$ adju/$ gross income ( ! taxpay] = ! taxable ye> prec$+ ! taxable ye> 9 :i* su* qualifi$ electric bicycle 0 acquir$ 7& n ) respect to su* income = ! taxable ye> 9 :i* su* qualifi$ electric bicycle 0 acquir$71 7,b7 ! requirem5ts ( p>agraphs 7#a7 & 7#b7 ( subsection 7e7 %all apply to ! taxpay] :o acquir$ ! qualifi$ electric bicycle 9 ! same mann] z if ! cr$it det]m9$ "u ?is section ) respect to su* qualifi$ electric bicycle 7 all[$ to su* taxpay]1 & 7,c7 subsection 7e77#e7 %all n apply4 7#g7 ,advance paym5t to regi/]$ retail]s 7,a7 ,9 g5]al ,! ,secret>y %all e/abli% a program to make advance paym5ts to any eligible entity 9 an am\nt equal to ! cumulative am\nt ( ! cr$its all[$ "u subsection 7a7 ) respect to any qualifi$ electric bicycles sold by su* entity = :i* an election describ$ 9 p>agraph 7#a7 has be5 made4 7,b7 ,excessive paym5ts ,rules simil> to ! rules ( section #fdag7;c77#g7 %all apply = purposes ( ?is p>agraph4 7#h7 ,retail] ,= purposes ( ?is subsection1 ! t]m retail] means a p]son engag$ 9 ! trade or bus9ess ( sell+ qualifi$ electric bicycles 9 a ,/ate1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 any o!r t]ritory or possession ( ! ,unit$ ,/ates1 an ,indian tribal gov]nm5t 7z def9$ 9 section #dh7;e77#d77;,f77ii771 or any ,alaska ,native ,corporation 7z def9$ 9 section #c ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7m774 7h7 ,t]m9ation ,?is section %all n apply to bicycles plac$ 9 s]vice aft] ,decemb] #ca1 #bjbe4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #ajaf7;a7 is am5d$ by /rik+ & at ! end ( p>agraph 7#ch71 by /rik+ ! p]iod at ! end ( p>agraph 7#ci7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new p>agraph3 7#dj7 to ! ext5t provid$ 9 section #cf;,e7f77#a74 4 7#b7 ,section #fbaa7;b77#d77;,a7 ( su* ,code is am5d$ by ins]t+ #cf;,e by reason ( subsection 7c77#b7 !re(1 be=e #cb14 7#c7 ,section #fbac7;g77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7,a7 9 subp>agraph 7,u71 by /rik+ & at ! end1 7,b7 9 subp>agraph 7,v71 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+3 7,w7 an omission ( a correct vehicle id5tification numb] requir$ "u section #cf;,e7d7 7relat+ to electric bicycles cr$it7 to be includ$ on a return4 4 7#d7 ,section #feja7m7 is am5d$ by ins]t+ #cf;,e7f77#d71 aft] #ce7;g77#aa714 7#e7 ,section #acbd7;b77#b7 ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by ins]t+ #cf;,e1 aft] #cf;,d14 7c7 ,cl]ical am5dm5t ,! table ( sections = subp>t ,b ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #cf;,e4 ,electric bicycles4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba1 9 taxable ye>s end+ aft] su* date4 #e ,inve/m5t 9 ! ,gre5 ,work=ce & ,manufactur+ #acfeja4 ,ext5sion ( ! advanc$ en]gy project cr$it 7a7 ,ext5sion ( cr$it ,section #dh;,c is am5d$ by r$esignat+ subsection 7e7 z subsection 7f7 & by ins]t+ aft] subsection 7d7 ! foll[+ new subsection3 7e7 ,additional allocations 7#a7 ,9 g5]al ,n lat] ?an #bgj days aft] ! date ( enactm5t ( ?is subsection1 ! ,secret>y %all e/abli% a program to consid] & aw>d c]tifications = qualifi$ inve/m5ts eligible = cr$its "u ?is section to qualify+ advanc$ en]gy project sponsors4 7#b7 ,annual limitation 7,a7 ,9 g5]al ,! am\nt ( cr$its t may be allocat$ "u ?is subsection dur+ any cal5d> ye> %all n exce$ ! annual cr$it limitation ) respect to su* ye>4 7,b7 ,annual cr$it limitation 7i7 ,9 g5]al ,= purposes ( ?is subsection1 ! t]m annual cr$it limitation means #e1jjj1jjj1jjj = ea* ( cal5d> ye>s #bjbb ?r\gh #bjbc1 #a1hge1jjj1jjj = ea* ( cal5d> ye>s #bjbd ?r\gh #bjca1 & z]o !reaft]4 7ii7 ,am\nt set aside = automotive communities 7,i7 ,9 g5]al ,= purposes ( clause 7i71 #hjj1jjj1jjj ( ! annual cr$it limitation = ea* ( cal5d> ye>s #bjbb ?r\gh #bjbc & #cjj1jjj1jjj = ea* ( cal5d> ye>s #bjbd ?r\gh #bjca %all be allocat$ to qualifi$ inve/m5ts locat$ )9 automotive communities4 7,,ii7 ,automotive communities ,= purposes ( ?is clause1 ! t]m automotive communities means a c5sus tract & any directly adjo9+ c5sus tract1 includ+ a no-population c5sus tract1 t has exp]i5c$ major job losses 9 ! automotive manufactur+ sector s9ce ,janu>y #a1 #aiid1 z det]m9$ by ! ,secret>y4 7iii7 ,am\nt set aside = en]gy communities ,= purposes ( clause 7i71 #hjj1jjj1jjj ( ! annual cr$it limitation = ea* ( cal5d> ye>s #bjbb ?r\gh #bjbc & #cjj1jjj1jjj = ea* ( cal5d> ye>s #bjbd ?r\gh #bjca %all be allocat$ to qualifi$ inve/m5ts locat$ )9 en]gy communities 7z def9$ 9 section #de7;b77#aa77;,b774 7,c7 ,c>ryov] ( unus$ limitation ,if ! annual cr$it limitation = any cal5d> ye> exce$s ! aggregate am\nt designat$ = su* ye> "u ?is subsection1 su* limitation = ! succe$+ cal5d> ye> %all be increas$ by ! am\nt ( su* excess4 ,no am\nt may be c>ri$ "u ! prec$+ s5t5ce to any cal5d> ye> aft] #bjcf4 7#c7 ,c]tifications 7,a7 ,application requirem5t ,ea* applicant = c]tification "u ?is subsection %all submit an application at su* "t & conta9+ su* in=mation z ! ,secret>y may require4 7,b7 ,"t to meet crit]ia = c]tification ,ea* applicant = c]tification %all h #b ye>s f ! date ( acceptance by ! ,secret>y ( ! application dur+ :i* to provide to ! ,secret>y evid5ce t ! requirem5ts ( ! c]tification h be5 met4 7,c7 ,p]iod ( issuance ,an applicant :i* receives a c]tification %all h #b ye>s f ! date ( issuance ( ! c]tification 9 ord] to place ! project 9 s]vice & to notify ! ,secret>y t su* project has be5 s plac$ 9 s]vice1 & if su* project is n plac$ 9 s]vice 7& ! ,secret>y s notifi$7 by t "t p]iod1 !n ! c]tification %all no long] be valid4 ,if any c]tification is revok$ "u ?is subp>agraph1 ! am\nt ( ! annual cr$it limitation "u p>agraph 7#b7 = ! cal5d> ye> 9 :i* su* c]tification is revok$ %all be increas$ by ! am\nt ( ! cr$it ) respect to su* revok$ c]tification4 7#d7 ,selection crit]ia ,selection crit]ia simil> to ^? 9 subsection 7d77#c7 %all apply1 except t 9 det]m9+ designations "u ?is subsection1 ! ,secret>y %all-- 7,a7 9 addition to ! factors describ$ 9 subsection 7d77#c77;,b71 take into consid]ation :i* projects-- 7i7 w provide ! greate/ net impact 9 avoid+ or r$uc+ an?ropog5ic emissions ( gre5h\se gases1 z det]m9$ by ! ,secret>y1 7ii7 w provide ! greate/ dome/ic job creation 7bo? direct & indirect7 dur+ ! cr$it p]iod1 7iii7 w provide ! greate/ job creation )9 ! vic9ity ( ! project1 p>ticul>ly ) respect to-- 7,i7 l[-income communities 7z describ$ 9 section #de;,d7e771 & 7,,ii7 dislocat$ work]s :o 7 previ\sly employ$ 9 manufactur+1 coal p[] plants1 or coal m9+1 & 7iv7 w provide ! greate/ job creation 9 areas ) a population t is at risk ( exp]i5c+ high] or m adv]se human heal? or environm5tal effects & a significant portion ( su* population is compris$ ( communities ( color1 l[-income communities1 ,tribal & ,indig5\s communities1 or individuals =m]ly employ$ 9 ! fossil fuel indu/ry1 & 7,b7 give ! highe/ priority to projects :i*-- 7i7 manufacture 7o!r ?an prim>ily assembly ( compon5ts7 prop]ty describ$ 9 a subclause ( subsection 7c77#a77;,a77i7 7or compon5ts !re(71 & 7ii7 h ! greate/ pot5tial = comm]cial deploym5t ( new applications4 7#e7 ,disclosure ( allocations ,! ,secret>y %all1 ^u allocat+ a cr$it "u ?is subsection1 publicly disclose ! id5tity ( ! applicant1 ! am\nt ( ! cr$it ) respect to su* applicant1 & ! project location = :i* su* cr$it 0 allocat$4 7#f7 ,cr$it condition$ ^u wage & appr5tice%ip requirem5ts 7,a7 ,base rate ,= purposes ( allocations "u ?is subsection1 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 %all be det]m9$ by sub/itut+ #f p]c5t = #cj p]c5t4 7,b7 ,alt]native rate ,9 ! case ( any project :i* satisfies ! requirem5ts ( p>agraphs 7#g7 & 7#h71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 7aft] application ( subp>agraph 7,a77 %all be equal to su* am\nt multipli$ by #e4 7#g7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is p>agraph ) respect to a project are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9 ! re-equipp+1 expansion1 or e/abli%m5t ( a manufactur+ facility %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,9 ! case ( any taxpay] :i* fails to satisfy ! requirem5t "u subp>agraph 7,a7 ) respect to any project-- 7i7 rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply1 & 7ii7 if ! failure to satisfy ! requirem5t "u subp>agraph 7,a7 is n correct$ pursuant to ! rules describ$ 9 clause 7i71 ! c]tification ) respect to ! re-equipp+1 expansion1 or e/abli%m5t ( a manufactur+ facility %all no long] be valid4 7#h7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 4 7b7 ,modification ( qualify+ advanc$ en]gy projects 7#a7 ,inclusion ( wat] z a r5ewable res\rce ,section #dh;,c7c77#a77;,a77i77,i7 is am5d$ by ins]t+ wat]1 aft] sun14 7#b7 ,en]gy /orage sy/ems ,section #dh;,c7c77#a77;,a77i77,,ii7 is am5d$ by /rik+ an en]gy /orage sy/em = use ) electric or hybrid-electric motor vehicles & ins]t+ en]gy /orage sy/ems & compon5ts4 7#c7 ,modification ( qualify+ electric grid prop]ty ,section #dh;,c7c77#a77;,a77i77,,iii7 is am5d$ to read z foll[s3 7,,iii7 electric grid mod]nization equipm5t or compon5ts1 4 7#d7 ,use ( captur$ c>bon ,section #dh;,c7c77#a77;,a77i77,,iv7 is am5d$ by /rik+ seque/] & ins]t use or seque/]4 7#e7 ,electric vehicles & bicycles ,section #dh;,c7c77#a77;,a77i77,,vi7 is am5d$-- 7,a7 by /rik+ new qualifi$ plug-9 electric drive motor vehicles 7z def9$ by section #cj;,d7 & ins]t+ vehicles describ$ 9 sections #cf;,c & #de,y1 & bicycles describ$ 9 section #cf;,e1 & 7,b7 & /rik+ & p[] control units & ins]t+ p[] control units1 & equipm5t us$ = *>g+ or refuel+4 7#f7 ,prop]ty = production ( hydrog5 ,section #dh;,c7c77#a77;,a77i7 is am5d$ by /rik+ or at ! end ( subclause 7,,vi71 by r$esignat+ subclause 7,,vii7 z subclause 7,,viii71 an by ins]t+ aft] subclause 7,,vi7 ! foll[+ new subclause3 7,,vii7 prop]ty design$ to be us$ to produce qualifi$ clean hydrog5 7z def9$ 9 section #de,x71 or 4 7#g7 ,recycl+ ( advanc$ en]gy prop]ty ,section #dh;,c7c77#a7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,special rule = c]ta9 recycl+ facilities ,a facility :i* recycles batt]ies or simil> en]gy /orage prop]ty describ$ 9 subp>agraph 7,a77i7 %all be treat$ z "p ( a manufactur+ facility describ$ 9 su* subp>agraph4 4 7c7 ,d5ial ( d\ble b5efit #dh;,c7f71 z r$esignat$ by ?is section1 is am5d$ by /rik+ or #dh;,b & ins]t+ #dh;,b1 #dh;,f1 #de,q1 or #de,x4 7d7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ,janu>y #a1 #bjbb4 #acfejb4 ,labor co/s ( in/all+ me*anical insulation prop]ty 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is fur!r am5d$ by add+ at ! end ! foll[+ new section3 #de,z4 ,labor co/s ( in/all+ me*anical insulation prop]ty 7a7 ,9 g5]al ,= purposes ( section #ch1 ! me*anical insulation labor co/s cr$it det]m9$ "u ?is section = any taxable ye> is an am\nt equal to #b p]c5t ( ! me*anical insulation labor co/s paid or incurr$ by ! taxpay] dur+ su* taxable ye>4 7b7 ,me*anical insulation labor co/s ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m me*anical insulation labor co/s means ! labor co/ ( in/all+ me*anical insulation prop]ty ) respect to a me*anical sy/em ref]r$ to 9 p>agraph 7#b77;,a7 :i* 0 orig9ally plac$ 9 s]vice n less ?an #a ye> be=e ! date on :i* su* me*anical insulation prop]ty is in/all$4 7#b7 ,me*anical insulation prop]ty ,! t]m me*anical insulation prop]ty means insulation mat]ials1 & fac+s & accessory products in/all$ 9 connection to su* insulation mat]ials-- 7,a7 plac$ 9 s]vice 9 connection ) a me*anical sy/em :i*-- 7i7 is locat$ 9 ! ,unit$ ,/ates1 7ii7 is ( a "* subject to an all[ance = depreciation1 & 7iii7 meets ! requirem5ts ( section #dcd4djc ( title #aj1 ,code ( ,f$]al ,regulations 7z 9 effect on ! date ( enactm5t ( ?is section71 & 7,b7 :i* result 9 a r$uction 9 en]gy loss f ! me*anical sy/em :i* is great] ?an ! expect$ r$uction f ! in/allation ( insulation mat]ials :i* meet ! m9imum requirem5ts ( ,ref]5ce ,/&>d #ij4a 7z def9$ 9 section #agi;,d7c77#b774 7c7 ,wage & appr5tice%ip requirem5ts 7#a7 ,9 g5]al ,9 ! case ( any project :i* meets ! prevail+ wage & appr5tice%ip requirem5ts ( ?is subsection1 ! am\nt ( cr$it det]m9$ "u subsection 7a7 %all be multipli$ by #e4 7#b7 ,wage requirem5ts ,rules simil> to ! rules ( section #de7;b77#g77;,a7 & clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7#c7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7d7 ,t]m9ation ,?is section %all n apply to me*anical insulation labor co/s paid or incurr$ aft] ,decemb] #ca1 #bjbe4 4 7b7 ,cr$it all[$ z "p ( g5]al bus9ess cr$it ,section #ch7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is fur!r am5d$ by /rik+ plus at ! end ( p>agraph 7#cf71 by /rik+ ! p]iod at ! end ( p>agraph 7#cg7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#ch7 ! me*anical insulation labor co/s cr$it det]m9$ "u section #de,z7a74 4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #bhj;,c is am5d$ by add+ at ! end ! foll[+ new subsection3 7i7 ,me*anical insulation labor co/s cr$it 7#a7 ,9 g5]al ,no d$uction %all be all[$ = t portion ( ! me*anical insulation labor co/s 7z def9$ 9 section #de,z7b77 o!rwise all[able z d$uction = ! taxable ye> :i* is equal to ! am\nt ( ! cr$it det]m9$ = su* taxable ye> "u section #de,z7a74 7#b7 ,simil> rule :]e taxpay] capitalizes r ?an d$ucts exp5ses ,if-- 7,a7 ! am\nt ( ! cr$it det]m9$ = ! taxable ye> "u section #de,z7a71 exce$s 7,b7 ! am\nt ( all[able z a d$uction = su* taxable ye> = me*anical insulation labor co/s 7det]m9$ )\t reg>d to p>agraph 7#a771 ! am\nt *>geable to capital acc\nt = ! taxable ye> = su* co/s %all be r$uc$ by ! am\nt ( su* excess4 4 7#b7 ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is fur!r am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de,z4 ,labor co/s ( in/all+ me*anical insulation prop]ty4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to am\nts paid or incurr$ aft] ,decemb] #ca1 #bjba1 9 taxable ye>s end+ aft] su* date4 #acfejc4 ,advanc$ ,manufactur+ ,inve/m5t ,cr$it 7a7 ,9 g5]al ,subp>t ,e ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #dh;,d ! foll[+ new section3 #dh;,e4 ,advanc$ manufactur+ inve/m5t cr$it 7a7 ,e/abli%m5t ( cr$it 7#a7 ,9 g5]al ,= purposes ( section #df1 ! advanc$ manufactur+ inve/m5t cr$it = any taxable ye> is an am\nt equal to ! applicable p]c5tage ( ! qualifi$ inve/m5t = su* taxable ye> ) respect to any advanc$ manufactur+ facility4 7#b7 ,applicable p]c5tage 7,a7 ,base am\nt ,9 ! case ( any advanc$ manufactur+ facility :i* does n satisfy ! requirem5ts describ$ 9 clauses 7i7 & 7ii7 ( subp>agraph 7,b71 ! applicable p]c5tage %all be #e p]c5t4 7,b7 ,alt]native am\nt ,9 ! case ( any advanc$ manufactur+ facility :i*-- 7i7 subject to subp>agraph 7,b7 ( subsection 7c77#b71 satisfies ! requirem5ts "u subp>agraph 7,a7 ( su* subsection1 & 7ii7 ) respect to ! con/ruction ( su* facility1 satisfies ! appr5tice%ip requirem5ts "u subsection 7c77#c71 ! applicable p]c5tage %all be #be p]c5t4 7b7 ,qualifi$ inve/m5t 7#a7 ,9 g5]al ,= purposes ( subsection 7a77#a71 ! qualifi$ inve/m5t ) respect to any advanc$ manufactur+ facility = any taxable ye> is ! basis ( any qualifi$ prop]ty plac$ 9 s]vice by ! taxpay] dur+ su* taxable ye> :i* is "p ( an advanc$ manufactur+ facility4 7#b7 ,qualifi$ prop]ty 7,a7 ,9 g5]al ,= purposes ( ?is subsection1 ! t]m qualifi$ prop]ty means prop]ty-- 7i7 :i* is tangible prop]ty1 7ii7 ) respect to :i* depreciation 7or amortization 9 lieu ( depreciation7 is all[able1 7iii7 :i* is-- 7,i7 con/ruct$1 recon/ruct$1 or erect$ by ! taxpay]1 or 7,,ii7 acquir$ by ! taxpay] if ! orig9al use ( su* prop]ty comm5ces ) ! taxpay]1 & 7iv7 :i* is integral to ! op]ation ( ! advanc$ manufactur+ facility4 7,b7 ,build+s & /ructural compon5ts 7i7 ,9 g5]al ,! t]m qualifi$ prop]ty includes any build+ or its /ructural compon5ts :i* o!rwise satisfy ! requirem5ts "u subp>agraph 7,a74 7ii7 ,exception ,clause 7i7 %all n apply ) respect to a build+ or portion ( a build+ us$ = (fices1 adm9i/rative s]vices or o!r functions unrelat$ to manufactur+4 7#c7 ,advanc$ manufactur+ facility ,= purposes ( ?is subp>t1 ! t]m advanc$ manufactur+ facility means a facility = :i* ! prim>y purpose is ! manufactur+ ( semiconductors or semiconductor tool+ equipm5t4 7#d7 ,coord9ation ) rehabilitation cr$it ,! qualifi$ inve/m5t ) respect to any advanc$ manufactur+ facility = any taxable ye> %all n include t portion ( ! basis ( any prop]ty :i* is attributable to qualifi$ rehabilitation exp5ditures 7z def9$ 9 section #dg7;c77#b774 7c7 ,special rules 7#a7 ,c]ta9 progress exp5diture rules made applicable ,rules simil> to ! rules ( subsections 7c77#d7 & 7d7 ( section #df 7z 9 effect on ! day be=e ! date ( ! enactm5t ( ! ,rev5ue ,reconciliation ,act ( #aiij7 %all apply = purposes ( subsection 7a74 7#b7 ,wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any facility are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9-- 7i7 ! con/ruction ( su* facility1 & 7ii7 = any ye> dur+ ! #e-ye> p]iod beg9n+ on ! date ! facility is orig9ally plac$ 9 s]vice1 ! alt]ation or repair ( su* facility1 %all be paid wages at rates n less ?an ! prevail+ rates = con/ruction1 alt]ation1 or repair ( a simil> "* 9 ! locality z mo/ rec5tly det]m9$ by ! ,secret>y ( ,labor1 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7,c7 ,recapture ,! ,secret>y %all1 by regulations or o!r guidance1 provide = recaptur+ ! b5efit ( any increase 9 ! cr$it all[$ "u p>agraph 7#b77;,b7 ( subsection 7a71 ) respect to any project :i* does n satisfy ! requirem5ts "u subp>agraph 7,a7 7aft] application ( subp>agraph 7,b77 = ! p]iod describ$ 9 clause 7ii7 ( subp>agraph 7,a7 7b :i* does n cease to be inve/m5t cr$it prop]ty )9 ! mean+ ( section #ej7;a774 ,! p]iod & p]c5tage ( su* recapture %all be det]m9$ "u rules simil> to ! rules ( section #ej7;a74 7#c7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#d7 ,regulations & guidance ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations or o!r guidance :i* provides = requirem5ts = recordkeep+ or in=mation report+ = purposes ( e/abli%+ ! requirem5ts ( ?is section4 7d7 ,t]m9ation ( cr$it ,! cr$it all[$ "u ?is section %all n apply to facilities or prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbe4 4 7b7 ,elective paym5t ( cr$it ,section #fdag7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#aj7 ,! advanc$ manufactur+ inve/m5t cr$it det]m9$ "u section #dh;,e4 4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #df is am5d$-- 7,a7 by /rik+ & at ! end ( p>agraph 7#f71 7,b7 by /rik+ ! p]iod at ! end ( p>agraph 7#g7 & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#h7 ! advanc$ manufactur+ inve/m5t cr$it4 4 7#b7 ,section #di7;a77#a77;,c7 is am5d$-- 7,a7 by /rik+ & at ! end ( clause 7vi71 7,b7 by /rik+ ! p]iod at ! end ( clause 7vii7 & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+ new clause3 7viii7 ! basis ( any qualifi$ prop]ty 7z def9$ 9 section #dh;,e7b77#b77 :i* is "p ( an advanc$ manufactur+ facility4 4 7#c7 ,section #ej7;a77#b77;,e7 is am5d$ by /rik+ or #dh;,d7e7 & ins]t+ #dh;,d7e71 or #dh;,e7c77#a74 7#d7 ,! table ( sections = subp>t ,e ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #dh;,d ! foll[+ new item3 #dh;,e4 ,advanc$ manufactur+ inve/m5t cr$it4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba &1 = any prop]ty ! con/ruction ( :i* beg9s prior to ,janu>y #a1 #bjbb1 only to ! ext5t ( ! basis !re( attributable to ! con/ruction1 recon/ruction1 or erection aft] ,decemb] #ca1 #bjba4 #acfejd4 ,advanc$ manufactur+ production cr$it 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new section3 #de;,,aa4 ,advanc$ manufactur+ production cr$it 7a7 ,9 g5]al 7#a7 ,all[ance ( cr$it ,= purposes ( section #ch1 ! advanc$ manufactur+ production cr$it = any taxable ye> is an am\nt equal to ! sum ( ! cr$it am\nts det]m9$ "u subsection 7b7 ) respect to ea* eligible compon5t :i* is-- 7,a7 produc$ by su* taxpay]1 & 7,b7 dur+ ! taxable ye>1 sold by ! taxpay] to an unrelat$ p]son4 7#b7 ,production & sale mu/ be 9 trade or bus9ess ,any eligible compon5t produc$ & sold by ! taxpay] %all be tak5 into acc\nt only if ! production & sale describ$ 9 p>agraph 7#a7 is 9 a trade or bus9ess ( ! taxpay]4 7#c7 ,unrelat$ p]son ,= purposes ( ?is subsection1 a taxpay] %all be treat$ z sell+ compon5ts to an unrelat$ p]son if su* compon5t is sold to su* p]son by a p]son relat$ to ! taxpay]4 7b7 ,cr$it am\nt 7#a7 ,9 g5]al ,subject to p>agraph 7#c71 ! am\nt det]m9$ "u ?is subsection ) respect to any eligible compon5t1 includ+ any eligible compon5t x incorporates1 %all be equal to-- 7,a7 9 ! case ( a ?9 photovoltaic cell or a cry/all9e photovoltaic cell1 an am\nt equal to ! product (-- 7i7 #d c5ts1 multipli$ by 7ii7 ! capacity ( su* cell 7express$ on a p] direct curr5t watt basis71 7,b7 9 ! case ( a photovoltaic waf]1 #ab p] squ>e met]1 7,c7 9 ! case ( sol> grade polysilicon1 #c p] kilogram1 7,d7 9 ! case ( a sol> module1 an am\nt equal to ! product (-- 7i7 #g c5ts1 multipli$ by 7ii7 ! capacity ( su* module 7express$ on a p] direct curr5t watt basis71 & 7,e7 9 ! case ( a w9d en]gy compon5t1 an am\nt equal to ! product (-- 7i7 ! applicable am\nt ) respect to su* compon5t1 multipli$ by 7ii7 ! total rat$ capacity 7express$ on a p] watt basis7 ( ! complet$ w9d turb9e = :i* su* compon5t is design$4 7#b7 ,applicable am\nt ,= purposes ( p>agraph 7#a77;,e71 ! applicable am\nt ) respect to any w9d en]gy compon5t %all be-- 7,a7 9 ! case ( a blade1 #b c5ts1 7,b7 9 ! case ( a nacelle1 #e c5ts1 7,c7 9 ! case ( a t[]1 #c c5ts1 & 7,d7 9 ! case ( an (f%ore w9d f\ndation-- 7i7 :i* uses a fix$ plat=m1 #b c5ts1 or 7ii7 :i* uses a float+ plat=m1 #d c5ts4 7#c7 ,phase out 7,a7 ,9 g5]al ,9 ! case ( any eligible compon5t sold aft] ,decemb] #ca1 #bjbf1 ! am\nt det]m9$ "u ?is subsection ) respect to su* compon5t %all be equal to ! product (-- 7i7 ! am\nt det]m9$ "u p>agraph 7#a7 ) respect to su* compon5t1 z det]m9$ )\t reg>d to ?is p>agraph1 multipli$ by 7ii7 ! phase out p]c5tage "u subp>agraph 7,b74 7,b7 ,phase out p]c5tage ,! phase out p]c5tage "u ?is subp>agraph is equal to-- 7i7 9 ! case ( an eligible compon5t sold dur+ cal5d> ye> #bjbg1 #ge p]c5t1 7ii7 9 ! case ( an eligible compon5t sold dur+ cal5d> ye> #bjbh1 #ej p]c5t1 7iii7 9 ! case ( an eligible compon5t sold dur+ cal5d> ye> #bjbi1 #be p]c5t1 7iv7 9 ! case ( an eligible compon5t sold aft] ,decemb] #ca1 #bjbi1 #j p]c5t4 7c7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,eligible compon5t 7,a7 ,9 g5]al ,! t]m eligible compon5t means-- 7i7 any sol> en]gy compon5t1 & 7ii7 any w9d en]gy compon5t4 7,b7 ,application ) o!r cr$its ,! t]m eligible compon5t %all n include any prop]ty :i* is produc$ at a facility if ! basis ( any prop]ty :i* is "p ( su* facility is tak5 into acc\nt = purposes ( ! cr$it all[$ "u section #dh;,c or #dh;,e aft] ! date ( ! enactm5t ( ?is section4 7#b7 ,sol> en]gy compon5t 7,a7 ,9 g5]al ,! t]m sol> en]gy compon5t means any ( ! foll[+3 7i7 ,sol> modules4 7ii7 ,photovoltaic cells4 7iii7 ,photovoltaic waf]s4 7iv7 ,sol> grade polysilicon4 7,b7 ,associat$ def9itions 7i7 ,photovoltaic cell ,! t]m photovoltaic cell means ! smalle/ semiconductor elem5t ( a sol> module :i* p]=ms ! imm$iate conv]sion ( light into electricity4 7ii7 ,photovoltaic waf] ,! t]m photovoltaic waf] means a ?9 slice1 %eet1 or lay] ( semiconductor mat]ial ( at lea/ #bdj squ>e c5timet]s produc$ by a s+le manufactur]-- 7,i7 ei!r-- 7aa7 directly f molt5 or evaporat$ sol> grade polysilicon or deposition ( sol> grade ?9 film semiconductor photon absorb] lay]1 or 7bb7 ?r\gh =mation ( an +ot f molt5 polysilicon & subsequ5t slic+1 & 7,,ii7 :i* comprises ! sub/rate or absorb] lay] ( "o or m photovoltaic cells4 7iii7 ,sol> grade polysilicon ,! t]m sol> grade polysilicon means silicon :i* is-- 7,i7 suitable = use 9 photovoltaic manufactur+1 & 7,,ii7 purifi$ to a m9imum purity ( #ii4iiiiii p]c5t silicon by mass4 7iv7 ,sol> module ,! t]m sol> module means ! connection & lam9ation ( photovoltaic cells into an environm5tally protect$ f9al assembly :i* is-- 7,i7 suitable to g5]ate electricity :5 expos$ to sunlight1 & 7,,ii7 ready = in/allation )\t an additional manufactur+ process4 7#c7 ,w9d en]gy compon5t 7,a7 ,9 g5]al ,! t]m w9d en]gy compon5t means any ( ! foll[+3 7i7 ,blades4 7ii7 ,nacelles4 7iii7 ,t[]s4 7iv7 ,(f%ore w9d f\ndations4 7,b7 ,associat$ def9itions 7i7 ,blade ,! t]m blade means an airfoil-%ap$ blade :i* is responsible = conv]t+ w9d en]gy to l[-spe$ rotational en]gy4 7ii7 ,(f%ore w9d f\ndation ,! t]m (f%ore w9d f\ndation means ! compon5t :i* secures an (f%ore w9d t[] & any above-wat] turb9e compon5ts to ! seafloor us+-- 7,i7 fix$ plat=ms1 su* z (f%ore w9d monopiles1 jackets1 or gravity-bas$ f\ndations1 or 7,,ii7 float+ plat=ms & associat$ moor+ sy/ems4 7iii7 ,nacelle ,! t]m nacelle means ! assembly ( ! drivetra9 & o!r t[]-top compon5ts ( a w9d turb9e 7) ! exception ( ! blades & ! hub7 )9 _! cov] h\s+4 7iv7 ,t[] ,! t]m t[] means a tubul> or lattice /ructure :i* supports ! nacelle & rotor ( a w9d turb9e4 7d7 ,special rules ,9 ?is section-- 7#a7 ,relat$ p]sons ,p]sons %all be treat$ z relat$ to ea* o!r if su* p]sons w\ld be treat$ z a s+le employ] "u ! regulations prescrib$ "u section #eb7;b74 7#b7 ,only production 9 ! ,unit$ ,/ates tak5 into acc\nt ,sales %all be tak5 into acc\nt "u ?is section only ) respect to eligible compon5ts ! production ( :i* is )9-- 7,a7 ! ,unit$ ,/ates 7)9 ! mean+ ( section #fch7a771 or 7,b7 a possession ( ! ,unit$ ,/ates 7)9 ! mean+ ( section #fch7b774 7#c7 ,pass-?ru 9 ! case ( e/ates & tru/s ,"u regulations prescrib$ by ! ,secret>y1 rules simil> to ! rules ( subsection 7d7 ( section #eb %all apply4 7#d7 ,cr$it equal to #aj p]c5t ( ! cr$it am\nt = union facilities ,9 ! case ( a facility op]at+ "u a collective b>ga9+ agreem5t negotiat$ by an employee organization 7z def9$ 9 section #dab7;c77#d771 det]m9$ 9 a mann] consi/5t ) section #ggja7;a77#df71 = purposes ( det]m9+ ! am\nt ( ! cr$it "u subsection 7a7 ) respect to eligible compon5ts produc$ by su* facility1 ! applicable am\nt "u subsection 7b7 ( su* subsection %all be increas$ by an am\nt equal to #aj p]c5t ( ! am\nt o!rwise 9 effect "u su* subsection4 7#e7 ,sale ( integrat$ compon5ts ,= purposes ( ?is section1 a p]son %all be treat$ z hav+ sold an eligible compon5t if su* compon5t is integrat$1 incorporat$1 or assembl$ into ano!r eligible compon5t :i* is sold to an unrelat$ p]son4 4 7b7 ,elective paym5t ( cr$it ,section #fdag7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#aa7 ,! cr$it = advanc$ manufactur+ production "u section #de;,,aa4 4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #ch7;b7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$-- 7,a7 9 p>agraph 7#cg71 by /rik+ plus at ! end1 7,b7 9 p>agraph 7#ch71 by /rik+ ! p]iod at ! end & ins]t+ 1 plus1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#ci7 ! advanc$ manufactur+ production cr$it det]m9$ "u section #de;,,aa7a74 4 7#b7 ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de;,,aa4 ,advanc$ manufactur+ production cr$it4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to compon5ts produc$ & sold aft] ,decemb] #ca1 #bjba4 #f ,environm5tal ,ju/ice #acffja4 ,qualifi$ environm5tal ju/ice program cr$it 7a7 ,9 g5]al ,subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ aft] section #cf;,f ! foll[+ new section3 #cf;,g4 ,qualifi$ environm5tal ju/ice programs 7a7 ,all[ance ( cr$it ,9 ! case ( an eligible educational in/itution1 !re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is subtitle = any taxable ye> an am\nt equal to ! applicable p]c5tage ( ! am\nts paid or incurr$ by su* taxpay] dur+ su* taxable ye> :i* are necess>y = a qualifi$ environm5tal ju/ice program4 7b7 ,qualifi$ environm5tal ju/ice program ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ environm5tal ju/ice program means a program conduct$ by "o or m eligible educational in/itutions t is design$ to address1 or improve data ab\t1 qualifi$ environm5tal /ressors = ! prim>y purpose ( improv+1 or facilitat+ ! improvem5t (1 heal? & economic outcomes ( individuals resid+ 9 l[-income areas or areas t exp]i5ce1 or are at risk ( exp]i5c+1 multiple exposures to qualifi$ environm5tal /ressors4 7#b7 ,qualifi$ environm5tal /ressor ,! t]m qualifi$ environm5tal /ressor means1 ) respect to an area1 a contam9ation ( ! air1 wat]1 soil1 or food ) respect to su* area or a *ange relative to hi/orical norms ( ! wea!r conditions ( su* area1 includ+-- 7,a7 toxic pollutants 7su* z lead1 pe/icides1 or f9e p>ticulate matt]7 9 air1 soil1 food1 or wat]1 7,b7 high rates ( a/hma preval5ce & incid5ce1 & 7,c7 su* o!r adv]se human heal? or environm5tal effects z are id5tifi$ by ! ,secret>y4 7c7 ,eligible educational in/itution ,= purposes ( ?is section1 ! t]m eligible educational in/itution means an in/itution ( high] education 7z su* t]m is def9$ 9 section #aja or #ajb7;c7 ( ! ,high] ,education ,act ( #aife7 t is eligible to p>ticipate 9 a program "u title ,,iv ( su* ,act4 7d7 ,applicable p]c5tage ,= purposes ( ?is section1 ! t]m applicable p]c5tage means-- 7#a7 9 ! case ( a program involv+ mat]ial p>ticipation ( faculty & /ud5ts ( an in/itution describ$ 9 section #cga7;a7 ( ! ,high] ,education ,act ( #aife1 #cj p]c5t1 & 7#b7 9 all o!r cases1 #bj p]c5t4 7e7 ,cr$it allocation 7#a7 ,allocation 7,a7 ,9 g5]al ,! ,secret>y %all allocate cr$it doll> am\nts "u ?is section to eligible educational in/itutions1 = qualifi$ environm5tal ju/ice programs1 t-- 7i7 submit applications at su* "t & 9 su* mann] z ! ,secret>y may provide1 & 7ii7 are select$ by ! ,secret>y "u subp>agraph 7,b74 7,b7 ,selection crit]ia ,! ,secret>y %all select applications on ! basis ( ! foll[+ crit]ia3 7i7 ,! ext5t ( p>ticipation ( faculty & /ud5ts ( an in/itution describ$ 9 section #cga7;a7 ( ! ,high] ,education ,act ( #aife4 7ii7 ,! ext5t ( ! expect$ effect on ! heal? or economic outcomes ( individuals resid+ 9 areas )9 ! ,unit$ ,/ates t are l[-income areas or areas t exp]i5ce1 or are at risk ( exp]i5c+1 multiple exposures to qualifi$ environm5tal /ressors4 7iii7 ,! creation or significant expansion ( qualifi$ environm5tal ju/ice programs4 7#b7 ,limitations 7,a7 ,9 g5]al ,! am\nt ( ! cr$it det]m9$ "u ?is section = any taxable ye> to any eligible educational in/itution = any qualifi$ environm5tal ju/ice program %all n exce$ ! excess (-- 7i7 ! cr$it doll> am\nt allocat$ to su* in/itution = su* program "u ?is subsection1 ov] 7ii7 ! cr$its previ\sly claim$ by su* in/itution = su* program "u ?is section4 7,b7 ,five-ye> limitation ,no am\nts paid or incurr$ aft] ! #e-ye> p]iod beg9n+ on ! date a cr$it doll> am\nt is allocat$ to an eligible educational in/itution = a qualifi$ environm5tal ju/ice program %all be tak5 into acc\nt "u subsection 7a7 ) respect to su* in/itution = su* program4 7,c7 ,allocation limitation ,! total am\nt ( cr$its t may be allocat$ "u ! program %all n exce$-- 7i7 #a1jjj1jjj1jjj = ea* ( taxable ye>s #bjbb ?r\gh #bjca1 & 7ii7 #j = ea* subsequ5t ye>4 7,d7 ,c>ryov] ( unus$ limitation ,if ! annual cr$it limitation = any cal5d> ye> exce$s ! aggregate am\nt designat$ = su* ye> "u ?is subsection1 su* limitation = ! succe$+ cal5d> ye> %all be increas$ by ! am\nt ( su* excess4 ,no am\nt may be c>ri$ "u ! prec$+ s5t5ce to any cal5d> ye> aft] #bjcf4 7f7 ,requirem5ts 7#a7 ,9 g5]al ,an eligible educational in/itution t has be5 allocat$ cr$it doll> am\nts "u ?is section = a qualifi$ environm5tal ju/ice project = a taxable ye> %all-- 7,a7 make publicly available ! application submitt$ to ! ,secret>y "u subsection 7e7 ) respect to su* project1 & 7,b7 submit an annual report to ! ,secret>y t describes ! am\nts paid or incurr$ =1 & expect$ impact (1 su* project4 7#b7 ,failure to comply ,9 ! case ( an eligible educations in/itution t has fail$ to comply ) ! requirem5ts ( ?is subsection1 ! cr$it doll> am\nt allocat$ to su* in/itution "u ?is section is deem$ to be #j4 7g7 ,public disclosure ,! ,secret>y1 ^u mak+ an allocation ( cr$it doll> am\nts "u ?is section1 %all publicly disclose-- 7#a7 ! id5tity ( ! eligible educational in/itution receiv+ ! allocation1 & 7#b7 ! am\nt ( su* allocation4 4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #fbaa7;b77#d77;,a71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ #cf;,g1 aft] #cf;,f14 7#b7 ,p>agraph 7#b7 ( section #acbd7;b7 ( title #ca1 ,unit$ ,/ates ,code1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ #cf;,g1 aft] #cf;,f14 7d7 ,cl]ical am5dm5t ,! table ( sections = subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ aft] ! item relat+ to section #cf;,f ! foll[+ new item3 ,sec4 #cf;,g4 ,qualifi$ environm5tal ju/ice programs4 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ,janu>y #a1 #bjbb4 #g ,sup]fund #acfgja4 ,re9/atem5t ( ,sup]fund 7a7 ,haz>d\s ,sub/ance ,sup]fund f9anc+ rate 7#a7 ,ext5sion ,section #dfaa7;e7 is am5d$ to read z foll[s3 7e7 ,application ( ,haz>d\s ,sub/ance ,sup]fund f9anc+ rate ,! ,haz>d\s ,sub/ance ,sup]fund f9anc+ rate "u ?is section %all apply aft] ,june #cj1 #bjbb4 4 7#b7 ,adju/m5t = inflation 7,a7 ,section #dfaa7;c77#b77;,a7 is am5d$ by /rik+ #i4g c5ts & ins]t+ #af4d c5ts4 7,b7 ,section #dfaa7;c7 is am5d$ by add+ at ! end ! foll[+3 7#c7 ,adju/m5t = inflation 7,a7 ,9 g5]al ,9 ! case ( a ye> beg9n+ aft] #bjbb1 ! am\nt 9 p>agraph 7#b77;,a7 %all be increas$ by an am\nt equal to-- 7i7 su* am\nt1 multipli$ by 7ii7 ! co/-(-liv+ adju/m5t det]m9$ "u section #a7;f77#c7 = ! cal5d> ye>1 det]m9$ by sub/itut+ cal5d> ye> #bjba = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 7,b7 ,r\nd+ ,if any am\nt z adju/$ "u subp>agraph 7,a7 is n a multiple ( #j4ja1 su* am\nt %all be r\nd$ to ! next l[e/ multiple ( #j4ja4 4 7b7 ,au?ority = advances ,section #iejg7;d77#c77;,b7 is am5d$ by /rik+ ,decemb] #ca1 #aiie & ins]t+ ,decemb] #ca1 #bjca4 7c7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ,july #a1 #bjbb4 #h ,inc5tives = ,clean ,electricity & ,clean ,transportation #acfhja4 ,clean electricity production cr$it 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new section3 #de;,,bb4 ,clean electricity production cr$it 7a7 ,am\nt ( cr$it 7#a7 ,9 g5]al ,= purposes ( section #ch1 ! clean electricity production cr$it = any taxable ye> is an am\nt equal to ! product (-- 7,a7 ! kil[att h\rs ( electricity-- 7i7 produc$ by ! taxpay] at a qualifi$ facility1 & 7ii7 7,i7 sold by ! taxpay] to an unrelat$ p]son dur+ ! taxable ye>1 or 7,,ii7 9 ! case ( a qualifi$ facility :i* is equipp$ ) a met]+ device :i* is own$ & op]at$ by an unrelat$ p]son1 sold1 consum$1 or /or$ by ! taxpay] dur+ ! taxable ye>1 multipli$ by 7,b7 ! applicable am\nt ) respect to su* qualifi$ facility4 7#b7 ,applicable am\nt 7,a7 ,base am\nt ,subject to subsection 7g77#g71 9 ! case ( any qualifi$ facility :i* is n describ$ 9 clause 7i7 ( subp>agraph 7,b7 & does n satisfy ! requirem5ts describ$ 9 clause 7ii7 ( su* subp>agraph1 ! applicable am\nt %all be #j4c c5ts4 7,b7 ,alt]native am\nt ,subject to subsection 7g77#g71 9 ! case ( any qualifi$ facility-- 7i7 ) a maximum net output ( less ?an #a megawatt1 or 7ii7 :i*-- 7,i7 satisfies ! requirem5ts "u p>agraph 7#i7 ( subsection 7g71 & 7,,ii7 ) respect to ! con/ruction ( su* facility1 satisfies ! requirem5ts "u p>agraph 7#aj7 ( subsection 7g71 ! applicable am\nt %all be #a4e c5ts4 7b7 ,qualifi$ facility 7#a7 ,9 g5]al 7,a7 ,def9ition ,subject to subp>agraphs 7,b71 7,c71 & 7,d71 ! t]m qualifi$ facility means a facility own$ by ! taxpay]-- 7i7 :i* is us$ = ! g5]ation ( electricity1 7ii7 ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbf1 & 7iii7 = :i* ! gre5h\se gas emissions rate 7z det]m9$ "u p>agraph 7#b77 is n great] ?an z]o4 7,b7 #aj-ye> production cr$it ,= purposes ( ?is section1 a facility %all only be treat$ z a qualifi$ facility dur+ ! #aj-ye> p]iod beg9n+ on ! date ! facility 0 orig9ally plac$ 9 s]vice4 7,c7 ,expansion ( facility2 increm5tal production ,! t]m qualifi$ facility %all include ei!r ( ! foll[+ 9 connection ) a facility describ$ 9 subp>agraph 7,a7 7)\t reg>d to clause 7ii7 ( su* subp>agraph7 ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbg1 b only to ! ext5t ( ! increas$ am\nt ( electricity produc$ at ! facility by reason ( ! foll[+3 7i7 ,a new unit ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbf4 7ii7 ,any additions ( capacity ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbf4 7,d7 ,coord9ation ) o!r cr$its ,! t]m qualifi$ facility %all n include any facility = :i* a cr$it det]m9$ "u section #de1 #de;,j1 #de,q1 #dh1 #dh;,a1 or #dh;,f is all[$ "u section #ch = ! taxable ye> or any prior taxable ye>4 7#b7 ,gre5h\se gas emissions rate 7,a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m gre5h\se gas emissions rate means ! am\nt ( gre5h\se gases emitt$ into ! atmosph]e by a facility 9 ! production ( electricity1 express$ z grams ( ,,co#b;e p] ,k,wh4 7,b7 ,fuel combu/ion & gasification ,9 ! case ( a facility :i* produces electricity ?r\gh combu/ion or gasification1 ! gre5h\se gas emissions rate = su* facility %all be equal to ! net rate ( gre5h\se gases emitt$ into ! atmosph]e by su* facility 7tak+ into acc\nt lifecycle gre5h\se gas emissions1 z describ$ 9 section #baa7o77#a77;,h7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77#a77;,h777 9 ! production ( electricity1 express$ z grams ( ,,co#b;e p] ,k,wh4 7,c7 ,e/abli%m5t ( emissions rates = facilities 7i7 ,publi%+ emissions rates ,! ,secret>y %all annually publi% a table t sets =? ! gre5h\se gas emissions rates = types or categories ( facilities1 :i* a taxpay] %all use = purposes ( ?is section4 7ii7 ,provisional emissions rate ,9 ! case ( any facility = :i* an emissions rate has n be5 e/abli%$ by ! ,secret>y1 a taxpay] :i* owns su* facility may file a petition ) ! ,secret>y = det]m9ation ( ! emissions rate ) respect to su* facility4 7,d7 ,c>bon capture & seque/ration equipm5t ,= purposes ( ?is subsection1 ! am\nt ( gre5h\se gases emitt$ into ! atmosph]e by a facility 9 ! production ( electricity %all n include any qualifi$ c>bon dioxide t is captur$ by ! taxpay] &-- 7i7 pursuant to any regulations e/abli%$ "u p>agraph 7#b7 ( section #de,q7f71 dispos$ ( by ! taxpay] 9 secure geological /orage1 or 7ii7 utiliz$ by ! taxpay] 9 a mann] describ$ 9 p>agraph 7#e7 ( su* section4 7c7 ,inflation adju/m5t 7#a7 ,9 g5]al ,9 ! case ( a cal5d> ye> beg9n+ aft] #bjba1 ! #j4c c5t am\nt 9 p>agraph 7#b77;,a7 ( subsection 7a7 & ! #a4e c5t am\nt 9 p>agraph 7#b77;,b7 ( su* subsection %all ea* be adju/$ by multiply+ su* am\nt by ! inflation adju/m5t factor = ! cal5d> ye> 9 :i* ! sale or use ( ! electricity occurs4 ,if ! #j4c c5t am\nt z increas$ "u ?is p>agraph is n a multiple ( #j4je c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4je c5t4 ,if ! #a4e c5t am\nt z increas$ "u ?is p>agraph is n a multiple ( #j4a c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4a c5t4 7#b7 ,annual computation ,! ,secret>y %all1 n lat] ?an ,april #a ( ea* cal5d> ye>1 det]m9e & publi% 9 ! ,f$]al ,regi/] ! inflation adju/m5t factor = su* cal5d> ye> 9 accordance ) ?is subsection4 7#c7 ,inflation adju/m5t factor ,! t]m inflation adju/m5t factor means1 ) respect to a cal5d> ye>1 a fraction ! num]ator ( :i* is ! ,,gdp implicit price deflator = ! prec$+ cal5d> ye> & ! d5om9ator ( :i* is ! ,,gdp implicit price deflator = ! cal5d> ye> #aiib4 ,! t]m ,,gdp implicit price deflator means ! mo/ rec5t revision ( ! implicit price deflator = ! gross dome/ic product z comput$ & publi%$ by ! ,dep>tm5t ( ,comm]ce be=e ,m>* #ae ( ! cal5d> ye>4 7d7 ,cr$it phase-,out 7#a7 ,9 g5]al ,! am\nt ( ! clean electricity production cr$it "u subsection 7a7 = any qualifi$ facility ! con/ruction ( :i* beg9s dur+ a cal5d> ye> describ$ 9 p>agraph 7#b7 %all be equal to ! product (-- 7,a7 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 )\t reg>d to ?is subsection1 multipli$ by 7,b7 ! phase-out p]c5tage "u p>agraph 7#b74 7#b7 ,phase-out p]c5tage ,! phase-out p]c5tage "u ?is p>agraph is equal to-- 7,a7 = a facility ! con/ruction ( :i* beg9s dur+ ! fir/ cal5d> ye> foll[+ ! applicable ye>1 #ajj p]c5t1 7,b7 = a facility ! con/ruction ( :i* beg9s dur+ ! second cal5d> ye> foll[+ ! applicable ye>1 #ge p]c5t1 7,c7 = a facility ! con/ruction ( :i* beg9s dur+ ! ?ird cal5d> ye> foll[+ ! applicable ye>1 #ej p]c5t1 & 7,d7 = a facility ! con/ruction ( :i* beg9s dur+ any cal5d> ye> subsequ5t to ! cal5d> ye> describ$ 9 subp>agraph 7,c71 #j p]c5t4 7#c7 ,applicable ye> ,= purposes ( ?is subsection1 ! t]m applicable ye> means ! lat] (-- 7,a7 ! cal5d> ye> 9 :i* ! ,secret>y det]m9es t ! annual gre5h\se gas emissions f ! production ( electricity 9 ! ,unit$ ,/ates are equal to or less ?an #be p]c5t ( ! annual gre5h\se gas emissions f ! production ( electricity 9 ! ,unit$ ,/ates = cal5d> ye> #bjba1 or 7,b7 #bjca4 7e7 ,def9itions ,= purposes ( ?is section3 7#a7 ,,co#b;e p] ,k,wh ,! t]m ,,co#b;e p] ,k,wh means1 ) respect to any gre5h\se gas1 ! equival5t c>bon dioxide 7z det]m9$ bas$ on global w>m+ pot5tial7 p] kil[att h\r ( electricity produc$4 7#b7 ,gre5h\se gas ,! t]m gre5h\se gas has ! same mean+ giv5 su* t]m "u section #baa7o77#a77;,g7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77#a77;,g771 z 9 effect on ! date ( ! enactm5t ( ?is section4 7#c7 ,qualifi$ c>bon dioxide ,! t]m qualifi$ c>bon dioxide means c>bon dioxide captur$ f an indu/rial s\rce :i*-- 7,a7 w\ld o!rwise be releas$ into ! atmosph]e z indu/rial emission ( gre5h\se gas1 7,b7 is measur$ at ! s\rce ( capture & v]ifi$ at ! po9t ( disposal or utilization1 & 7,c7 is captur$ & dispos$ or utiliz$ )9 ! ,unit$ ,/ates 7)9 ! mean+ ( section #fch7a77 or a possession ( ! ,unit$ ,/ates 7)9 ! mean+ ( section #fch7b774 7f7 ,guidance ,n lat] ?an ,janu>y #a1 #bjbg1 ! ,secret>y %all issue guidance reg>d+ implem5tation ( ?is section1 includ+ calculation ( gre5h\se gas emission rates = qualifi$ facilities & det]m9ation ( clean electricity production cr$its "u ?is section4 7g7 ,special rules 7#a7 ,only production 9 ! ,unit$ ,/ates tak5 into acc\nt ,consumption or sales %all be tak5 into acc\nt "u ?is section only ) respect to electricity ! production ( :i* is )9-- 7,a7 ! ,unit$ ,/ates 7)9 ! mean+ ( section #fch7a771 or 7,b7 a possession ( ! ,unit$ ,/ates 7)9 ! mean+ ( section #fch7b774 7#b7 ,comb9$ heat & p[] sy/em prop]ty 7,a7 ,9 g5]al ,= purposes ( subsection 7a7-- 7i7 ! kil[att h\rs ( electricity produc$ by a taxpay] at a qualifi$ facility %all include any production 9 ! =m ( useful !rmal en]gy by any comb9$ heat & p[] sy/em prop]ty )9 su* facility1 & 7ii7 ! am\nt ( gre5h\se gases emitt$ into ! atmosph]e by su* facility 9 ! production ( su* useful !rmal en]gy %all be includ$ = purposes ( det]m9+ ! gre5h\se gas emissions rate = su* facility4 7,b7 ,comb9$ heat & p[] sy/em prop]ty ,= purposes ( ?is p>agraph1 ! t]m comb9$ heat & p[] sy/em prop]ty has ! same mean+ giv5 su* t]m by section #dh7;c77#c7 7)\t reg>d to subp>agraphs 7,a77iv71 7,b71 & 7,d7 !re(74 7,c7 ,conv]sion f ,,btu to ,k,wh 7i7 ,9 g5]al ,= purposes ( subp>agraph 7,a77i71 ! am\nt ( kil[att h\rs ( electricity produc$ 9 ! =m ( useful !rmal en]gy %all be equal to ! quoti5t (-- 7,i7 ! total useful !rmal en]gy produc$ by ! comb9$ heat & p[] sy/em prop]ty )9 ! qualifi$ facility1 divid$ by 7,,ii7 ! heat rate = su* facility4 7ii7 ,heat rate ,= purposes ( ?is subp>agraph1 ! t]m heat rate means ! am\nt ( en]gy us$ by ! qualifi$ facility to g5]ate #a kil[att h\r ( electricity1 express$ z ,briti% !rmal units p] net kil[att h\r g5]at$4 7#c7 ,production attributable to ! taxpay] ,9 ! case ( a qualifi$ facility 9 :i* m ?an #a p]son has an own]%ip int]e/1 except to ! ext5t provid$ 9 regulations prescrib$ by ! ,secret>y1 production f ! facility %all be allocat$ among su* p]sons 9 proportion to _! respective own]%ip int]e/s 9 ! gross sales f su* facility4 7#d7 ,relat$ p]sons ,p]sons %all be treat$ z relat$ to ea* o!r if su* p]sons w\ld be treat$ z a s+le employ] "u ! regulations prescrib$ "u section #eb7;b74 ,9 ! case ( a corporation :i* is a memb] ( an affiliat$ gr\p ( corporations fil+ a consolidat$ return1 su* corporation %all be treat$ z sell+ electricity to an unrelat$ p]son if su* electricity is sold to su* a p]son by ano!r memb] ( su* gr\p4 7#e7 ,pass-?ru 9 ! case ( e/ates & tru/s ,"u regulations prescrib$ by ! ,secret>y1 rules simil> to ! rules ( subsection 7d7 ( section #eb %all apply4 7#f7 ,allocation ( cr$it to patrons ( agricultural coop]ative 7,a7 ,election to allocate 7i7 ,9 g5]al ,9 ! case ( an eligible coop]ative organization1 any portion ( ! cr$it det]m9$ "u subsection 7a7 = ! taxable ye> may1 at ! election ( ! organization1 be apportion$ among patrons ( ! organization on ! basis ( ! am\nt ( bus9ess done by ! patrons dur+ ! taxable ye>4 7ii7 ,=m & effect ( election ,an election "u clause 7i7 = any taxable ye> %all be made on a timely fil$ return = su* ye>4 ,su* election1 once made1 %all be irrevocable = su* taxable ye>4 ,su* election %all n take effect unless ! organization designates ! apportionm5t z su* 9 a writt5 notice mail$ to its patrons dur+ ! paym5t p]iod describ$ 9 section #achb7;d74 7,b7 ,treatm5t ( organizations & patrons ,! am\nt ( ! cr$it apportion$ to any patrons "u subp>agraph 7,a7-- 7i7 %all n be includ$ 9 ! am\nt det]m9$ "u subsection 7a7 ) respect to ! organization = ! taxable ye>1 & 7ii7 %all be includ$ 9 ! am\nt det]m9$ "u subsection 7a7 = ! fir/ taxable ye> ( ea* patron end+ on or aft] ! la/ day ( ! paym5t p]iod 7z def9$ 9 section #achb7;d77 = ! taxable ye> ( ! organization or1 if e>li]1 = ! taxable ye> ( ea* patron end+ on or aft] ! date on :i* ! patron receives notice f ! coop]ative ( ! apportionm5t4 7,c7 ,special rules = decrease 9 cr$its = taxable ye> ,if ! am\nt ( ! cr$it ( a coop]ative organization det]m9$ "u subsection 7a7 = a taxable ye> is less ?an ! am\nt ( su* cr$it %[n on ! return ( ! coop]ative organization = su* ye>1 an am\nt equal to ! excess (-- 7i7 su* r$uction1 ov] 7ii7 ! am\nt n apportion$ to su* patrons "u subp>agraph 7,a7 = ! taxable ye>1 %all be treat$ z an increase 9 tax impos$ by ?is *apt] on ! organization4 ,su* increase %all n be treat$ z tax impos$ by ?is *apt] = purposes ( det]m9+ ! am\nt ( any cr$it "u ?is *apt]4 7,d7 ,eligible coop]ative def9$ ,= purposes ( ?is section1 ! t]m eligible coop]ative means a coop]ative organization describ$ 9 section #acha7;a7 :i* is own$ m ?an #ej p]c5t by agricultural produc]s or by entities own$ by agricultural produc]s4 ,= ?is purpose an entity own$ by an agricultural produc] is "o t is m ?an #ej p]c5t own$ by agricultural produc]s4 7#g7 ,increase 9 cr$it 9 c]ta9 cases 7,a7 ,en]gy communities ,9 ! case ( any qualifi$ facility :i* is locat$ 9 an en]gy community 7z def9$ 9 section #de7;b77#aa77;,b771 = purposes ( det]m9+ ! am\nt ( ! cr$it "u subsection 7a7 ) respect to any electricity produc$ by ! taxpay] at su* facility dur+ ! taxable ye>1 ! applicable am\nt "u p>agraph 7#b7 ( su* subsection %all be increas$ by an am\nt equal to #aj p]c5t ( ! am\nt o!rwise 9 effect "u su* p>agraph 7)\t application ( subp>agraph 7,b774 7,b7 ,dome/ic cont5t ,rules simil> to ! rules ( section #de7;b77#i7 %all apply4 7#h7 ,cr$it r$uc$ = tax-exempt bonds ,rules simil> to ! rules ( section #de7;b77#c7 %all apply4 7#i7 ,wage requirem5ts ,rules simil> to ! rules ( section #de7;b77#g77;,a7 & clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7#aj7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#aa7 ,dome/ic cont5t requirem5t = elective paym5t ,rules simil> to ! rules ( section #de7;b77#aj7 %all apply4 4 7b7 ,elective paym5t ( cr$it ,section #fdag7;b71 z am5d$ by prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#ab7 ,! clean electricity production cr$it det]m9$ "u section #de;,,bb7a74 4 7c7 ,election ,section #fdag7;c77#c71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,clean electricity production cr$it ,9 ! case ( ! cr$it describ$ 9 subsection 7b77#aj71 any election "u ?is subsection %all-- 7i7 apply sep>ately ) respect to ea* qualifi$ facility1 7ii7 be made = ! taxable ye> 9 :i* ! facility is plac$ 9 s]vice1 & 7iii7 %all apply to su* taxable ye> & all subsequ5t taxable ye>s ) respect to su* facility4 4 7d7 ,con=m+ am5dm5ts 7#a7 ,section #ch7;b7 is am5d$-- 7,a7 9 p>agraph 7#ch71 by /rik+ plus at ! end1 7,b7 9 p>agraph 7#ci71 by /rik+ ! p]iod at ! end & ins]t+ 1 plus1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#dj7 ! clean electricity production cr$it det]m9$ "u section #de;,,bb7a74 4 7#b7 ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de;,,bb4 ,clean electricity production cr$it4 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply to facilities plac$ 9 s]vice aft] ,decemb] #ca1 #bjbb4 #acfhjb4 ,clean electricity inve/m5t cr$it 7a7 ,9 g5]al ,subp>t ,e ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #dh;,e ! foll[+ new section3 #dh;,f4 ,clean electricity inve/m5t cr$it 7a7 ,inve/m5t cr$it = qualifi$ prop]ty 7#a7 ,9 g5]al ,= purposes ( section #df1 ! clean electricity inve/m5t cr$it = any taxable ye> is an am\nt equal to ! applicable p]c5tage ( ! qualifi$ inve/m5t = su* taxable ye> ) respect to-- 7,a7 any qualifi$ facility1 & 7,b7 any grid improvem5t prop]ty4 7#b7 ,applicable p]c5tage 7,a7 ,qualifi$ facilities ,subject to p>agraph 7#c7-- 7i7 ,base rate ,9 ! case ( any qualifi$ facility :i* is n describ$ 9 subclause 7,i7 ( clause 7ii7 & does n satisfy ! requirem5ts describ$ 9 subclause 7,,ii7 ( su* clause1 ! applicable p]c5tage %all be #f p]c5t4 7ii7 ,alt]native rate ,9 ! case ( any qualifi$ facility-- 7,i7 ) a maximum net output ( less ?an #a megawatt1 or 7,,ii7 :i*-- 7aa7 satisfies ! requirem5ts ( subsection 7d77#c71 & 7bb7 ) respect to ! con/ruction ( su* facility1 satisfies ! requirem5ts ( subsection 7d77#d71 ! applicable p]c5tage %all be #cj p]c5t4 7,b7 ,grid improvem5t prop]ty ,subject to p>agraph 7#c7-- 7i7 ,base rate ,9 ! case ( any grid improvem5t prop]ty :i* is n describ$ 9 subclause 7,i7 ( clause 7ii7 & does n satisfy ! requirem5ts describ$ 9 subclause 7,,ii7 ( su* clause1 ! applicable p]c5tage %all be #f p]c5t4 7ii7 ,alt]native rate ,9 ! case ( any grid improvem5t prop]ty-- 7,i7 :i* is en]gy /orage prop]ty ) a capacity ( less ?an #a megawatt1 or 7,,ii7 :i*-- 7aa7 satisfies ! requirem5ts ( subsection 7d77#c71 & 7bb7 ) respect to ! con/ruction ( su* prop]ty1 satisfies rules simil> to ! rules ( section #de7;b77#h71 ! applicable p]c5tage %all be #cj p]c5t4 7#c7 ,increase 9 cr$it rate 9 c]ta9 cases 7,a7 ,en]gy communities 7i7 ,9 g5]al ,9 ! case ( any qualifi$ inve/m5t ) respect to a qualifi$ facility or ) respect to grid improvem5t prop]ty :i* is plac$ 9 s]vice )9 an en]gy community 7z def9$ 9 section #de7;b77#aa77;,b771 = purposes apply+ p>agraph 7#b7 ) respect to su* prop]ty or inve/m5t1 ! applicable p]c5tage %all be increas$ by ! applicable cr$it rate increase4 7ii7 ,applicable cr$it rate increase ,= purposes ( clause 7i71 ! applicable cr$it rate increase %all be an am\nt equal to-- 7,i7 9 ! case ( any qualifi$ inve/m5t ) respect to a qualifi$ facility describ$ 9 p>agraph 7#b77;,a77i7 or ) respect to grid improvem5t prop]ty describ$ 9 p>agraph 7#b77;,b77i71 #b p]c5tage po9ts1 & 7,,ii7 9 ! case ( any qualifi$ inve/m5t ) respect to a qualifi$ facility describ$ 9 p>agraph 7#b77;,a77ii7 or ) respect to grid improvem5t prop]ty describ$ 9 p>agraph 7#b77;,b77ii71 #aj p]c5tage po9ts4 7,b7 ,dome/ic cont5t ,rules simil> to ! rules ( section #dh7;a77#ab7 %all apply4 7b7 ,qualifi$ inve/m5t ) respect to a qualifi$ facility 7#a7 ,9 g5]al ,= purposes ( subsection 7a71 ! qualifi$ inve/m5t ) respect to any qualifi$ facility = any taxable ye> is ! sum (-- 7,a7 ! basis ( any qualifi$ prop]ty plac$ 9 s]vice by ! taxpay] dur+ su* taxable ye> :i* is "p ( a qualifi$ facility1 plus 7,b7 ! am\nt ( any exp5ditures :i* are-- 7i7 paid or incurr$ by ! taxpay] = qualifi$ int]connection prop]ty-- 7,i7 9 connection ) a qualifi$ facility :i* has a maximum net output ( n great] ?an #e megawatts1 & 7,,ii7 plac$ 9 s]vice dur+ ! taxable ye> ( ! taxpay]1 & 7ii7 prop]ly *>geable to capital acc\nt ( ! taxpay]4 7#b7 ,qualifi$ prop]ty ,! t]m qualifi$ prop]ty means prop]ty-- 7,a7 :i* is-- 7i7 tangible p]sonal prop]ty1 or 7ii7 o!r tangible prop]ty 7n includ+ a build+ or its /ructural compon5ts71 b only if su* prop]ty is us$ z an integral "p ( ! qualifi$ facility1 7,b7 ) respect to :i* depreciation 7or amortization 9 lieu ( depreciation7 is all[able1 & 7,c7 7i7 ! con/ruction1 recon/ruction1 or erection ( :i* is complet$ by ! taxpay]1 or 7ii7 :i* is acquir$ by ! taxpay] if ! orig9al use ( su* prop]ty comm5ces ) ! taxpay]4 7#c7 ,qualifi$ facility 7,a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m qualifi$ facility means a facility-- 7i7 :i* is us$ = ! g5]ation ( electricity1 7ii7 ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbf1 & 7iii7 = :i* ! anticipat$ gre5h\se gas emissions rate 7z det]m9$ "u subp>agraph 7,b77ii77 is n great] ?an z]o4 7,b7 ,additional rules 7i7 ,expansion ( facility2 increm5tal production ,rules simil> to ! rules ( section #de;,,bb7b77#a77;,c7 %all apply = purposes ( ?is p>agraph4 7ii7 ,gre5h\se gas emissions rate ,rules simil> to ! rules ( section #de;,,bb7b77#b7 %all apply = purposes ( ?is p>agraph4 7,c7 ,exclusion ,! t]m qualifi$ facility %all n include any facility = :i*-- 7i7 a r5ewable electricity production cr$it det]m9$ "u section #de1 7ii7 an advanc$ nucle> p[] facility production cr$it det]m9$ "u section #de;,j1 7iii7 a c>bon oxide seque/ration cr$it det]m9$ "u section #de,q1 7iv7 a clean electricity production cr$it det]m9$ "u section #de;,,bb1 7v7 an en]gy cr$it det]m9$ "u section #dh1 7vi7 a qualify+ advanc$ coal project cr$it "u section #dh;,a1 or 7vii7 a qualify+ electric transmission prop]ty cr$it "u section #dh;,d1 is all[$ "u section #ch = ! taxable ye> or any prior taxable ye>4 7#d7 ,qualifi$ int]connection prop]ty ,= purposes ( ?is p>agraph1 ! t]m qualifi$ int]connection prop]ty has ! mean+ giv5 su* t]m 9 section #dh7;a77#h77;,b74 7#e7 ,coord9ation ) rehabilitation cr$it ,! qualifi$ inve/m5t ) respect to any qualifi$ facility = any taxable ye> %all n include t portion ( ! basis ( any prop]ty :i* is attributable to qualifi$ rehabilitation exp5ditures 7z def9$ 9 section #dg7;c77#b774 7#f7 ,def9itions ,= purposes ( ?is subsection1 ! t]ms ,,co#b;e p] ,k,wh & gre5h\se gas emissions rate h ! same mean+ giv5 su* t]ms "u section #de;,,bb7b74 7c7 ,qualifi$ inve/m5t ) respect to grid improvem5t prop]ty 7#a7 ,9 g5]al 7,a7 ,qualifi$ inve/m5t ,= purposes ( subsection 7a71 ! qualifi$ inve/m5t ) respect to grid improvem5t prop]ty = any taxable ye> is ! basis ( any grid improvem5t prop]ty plac$ 9 s]vice by ! taxpay] dur+ su* taxable ye>4 7,b7 ,grid improvem5t prop]ty ,= purposes ( ?is section1 ! t]m grid improvem5t prop]ty means any en]gy /orage prop]ty4 7#b7 ,en]gy /orage prop]ty ,= purposes ( ?is section1 ! t]m en]gy /orage prop]ty has ! mean+ giv5 su* t]m 9 section #dh7;c77#f74 7d7 ,special rules 7#a7 ,c]ta9 progress exp5diture rules made applicable ,rules simil> to ! rules ( subsections 7c77#d7 & 7d7 ( section #df 7z 9 effect on ! day be=e ! date ( ! enactm5t ( ! ,rev5ue ,reconciliation ,act ( #aiij7 %all apply = purposes ( subsection 7a74 7#b7 ,special rule = prop]ty f9anc$ by subsidiz$ en]gy f9anc+ or private activity bonds ,rules simil> to ! rules ( section #de7;b77#c7 %all apply4 7#c7 ,prevail+ wage requirem5ts ,rules simil> to ! rules ( section #dh7;a77#aj7 %all apply4 7#d7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 7#e7 ,dome/ic cont5t requirem5t = elective paym5t ,rules simil> to ! rules ( section #de7;b77#aj7 %all apply4 7e7 ,cr$it phase-,out 7#a7 ,9 g5]al ,! am\nt ( ! clean electricity inve/m5t cr$it "u subsection 7a7 = any qualifi$ inve/m5t ) respect to any qualifi$ facility or grid improvem5t prop]ty ! con/ruction ( :i* beg9s dur+ a cal5d> ye> describ$ 9 p>agraph 7#b7 %all be equal to ! product (-- 7,a7 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 )\t reg>d to ?is subsection1 multipli$ by 7,b7 ! phase-out p]c5tage "u p>agraph 7#b74 7#b7 ,phase-out p]c5tage ,! phase-out p]c5tage "u ?is p>agraph is equal to-- 7,a7 = any qualifi$ inve/m5t ) respect to any qualifi$ facility or grid improvem5t prop]ty ! con/ruction ( :i* beg9s dur+ ! fir/ cal5d> ye> foll[+ ! applicable ye>1 #ajj p]c5t1 7,b7 = any qualifi$ inve/m5t ) respect to any qualifi$ facility or grid improvem5t prop]ty ! con/ruction ( :i* beg9s dur+ ! second cal5d> ye> foll[+ ! applicable ye>1 #ge p]c5t1 7,c7 = any qualifi$ inve/m5t ) respect to any qualifi$ facility or grid improvem5t prop]ty ! con/ruction ( :i* beg9s dur+ ! ?ird cal5d> ye> foll[+ ! applicable ye>1 #ej p]c5t1 & 7,d7 = any qualifi$ inve/m5t ) respect to any qualifi$ facility or grid improvem5t prop]ty ! con/ruction ( :i* beg9s dur+ any cal5d> ye> subsequ5t to ! cal5d> ye> describ$ 9 subp>agraph 7,c71 #j p]c5t4 7#c7 ,applicable ye> ,= purposes ( ?is subsection1 ! t]m applicable ye> has ! same mean+ giv5 su* t]m 9 section #de;,,bb7d77#c74 7f7 ,gre5h\se gas ,9 ?is section1 ! t]m gre5h\se gas has ! same mean+ giv5 su* t]m "u section #de;,,bb7e77#b74 7g7 ,recapture ( cr$it ,= purposes ( section #ej1 if ! ,secret>y det]m9es t ! gre5h\se gas emissions rate = a qualifi$ facility is great] ?an #aj grams ( ,,co#b;e p] ,k,wh1 any prop]ty = :i* a cr$it 0 all[$ "u ?is section ) respect to su* facility %all cease to be inve/m5t cr$it prop]ty 9 ! taxable ye> 9 :i* ! det]m9ation is made4 7h7 ,guidance ,n lat] ?an ,janu>y #a1 #bjbg1 ! ,secret>y %all issue guidance reg>d+ implem5tation ( ?is section4 4 7b7 ,elective paym5t ( cr$it ,section #fdag7;b71 z am5d$ by prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#ac7 ,! clean electricity inve/m5t cr$it det]m9$ "u section #dh;,f4 4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #df is am5d$-- 7,a7 by /rik+ & at ! end ( p>agraph 7#e71 7,b7 by /rik+ ! p]iod at ! end ( p>agraph 7#f7 & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#g7 ! clean electricity inve/m5t cr$it4 4 7#b7 ,section #di7;a77#a77;,c7 is am5d$-- 7,a7 by /rik+ & at ! end ( clause 7iv71 7,b7 by /rik+ ! p]iod at ! end ( clause 7v7 & ins]t+ a comma1 & 7,c7 by add+ at ! end ! foll[+ new clauses3 7vi7 ! basis ( any qualifi$ prop]ty :i* is "p ( a qualifi$ facility "u section #dh;,f1 & 7vii7 ! basis ( any en]gy /orage prop]ty "u section #dh;,f4 4 7#c7 ,section #ej7;a77#b77;,e7 is am5d$ by /rik+ or #dh;,e7c77#a7 & ins]t+ #dh;,e7c77#a71 or #dh;,f7e74 7#d7 ,section #ej7;c77#c7 is am5d$ by ins]t+ or clean electricity inve/m5t cr$it aft] ,9 ! case ( any en]gy cr$it4 7#e7 ,! table ( sections = subp>t ,e ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #dh;,e ! foll[+ new item3 #dh;,f4 ,clean electricity inve/m5t cr$it4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjbf1 &1 = any prop]ty ! con/ruction ( :i* beg9s prior to ,janu>y #a1 #bjbg1 only to ! ext5t ( ! basis !re( attributable to ! con/ruction1 recon/ruction1 or erection aft] ,decemb] #ca1 #bjbf4 #acfhjc4 ,increase 9 clean electricity inve/m5t cr$it = facilities plac$ 9 s]vice 9 connection ) l[-income communities 7a7 ,9 g5]al ,section #dh;,f1 z add$ by ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new subsection3 7i7 ,special rules = c]ta9 facilities plac$ 9 s]vice 9 connection ) l[-income communities 7#a7 ,9 g5]al ,9 ! case ( any qualifi$ facility ) respect to :i* ! ,secret>y makes an allocation ( environm5tal ju/ice capacity limitation "u p>agraph 7#d7-- 7,a7 ! applicable p]c5tage o!rwise det]m9$ "u subsection 7a77#b7 ) respect to any eligible prop]ty :i* is "p ( su* facility %all be increas$ by-- 7i7 9 ! case ( a facility describ$ 9 subclause 7,i7 ( p>agraph 7#b77;,a77iii7 & n describ$ 9 subclause 7,,ii7 ( su* p>agraph1 #aj p]c5tage po9ts1 & 7ii7 9 ! case ( a facility describ$ 9 subclause 7,,ii7 ( p>agraph 7#b77;,a77iii71 #bj p]c5tage po9ts1 & 7,b7 ! increase 9 ! cr$it det]m9$ "u subsection 7a7 by reason ( ?is subsection = any taxable ye> ) respect to all prop]ty :i* is "p ( su* facility %all n exce$ ! am\nt :i* be>s ! same ratio to ! am\nt ( su* increase 7det]m9$ )\t reg>d to ?is subp>agraph7 z-- 7i7 ! environm5tal ju/ice capacity limitation allocat$ to su* facility1 be>s to 7ii7 ! total megawatt nameplate capacity ( su* facility1 z measur$ 9 direct curr5t4 7#b7 ,qualifi$ facility ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,! t]m qualifi$ facility means any facility-- 7i7 :i* is describ$ 9 subsection 7b77#c77;,a7 & n describ$ 9 section #de;,,bb7b77#b77;,b71 7ii7 :i* has a maximum net output ( less ?an #e megawatts1 & 7iii7 :i*-- 7,i7 is locat$ 9 a l[-income community 7z def9$ 9 section #de;,d7e77 or on ,indian l& 7z def9$ 9 section #bfja7b7 ( ! ,en]gy ,policy ,act ( #aiib 7#be ,u4,s4,c4 #ceja7b7771 or 7,,ii7 is "p ( a qualifi$ l[-income resid5tial build+ project or a qualifi$ l[-income economic b5efit project4 7,b7 ,qualifi$ l[-income resid5tial build+ project ,a facility %all be treat$ z "p ( a qualifi$ l[-income resid5tial build+ project if-- 7i7 su* facility is in/all$ on a resid5tial r5tal build+ :i* p>ticipates 9 a cov]$ h\s+ program 7z def9$ 9 section #dadaa7;a7 ( ! ,viol5ce ,aga9/ ,wom5 ,act ( #aiid 7#cd ,u4,s4,c4 #abdia7;a77#c771 a ,h\s+ ,developm5t ,fund ,corporation coop]ative "u ,article ,,xi ( ! ,new ,york ,/ate ,private ,h\s+ ,f9ance ,law1 a h\s+ assi/ance program adm9i/]$ by ! ,dep>tm5t ( ,agriculture "u title ,v ( ! ,h\s+ ,act ( #aidi1 a h\s+ program adm9i/]$ by a tribally designat$ h\s+ entity 7z def9$ 9 section #d7bb7 ( ! ,native ,am]ican ,h\s+ ,assi/ance & ,self-,det]m9ation ,act ( #aiif 7#be ,u4,s4,c4 #dajc7bb777 or su* o!r af=dable h\s+ programs z ! ,secret>y may provide1 & 7ii7 ! f9ancial b5efits ( ! electricity produc$ by su* facility are allocat$ equitably among ! occupants ( ! dwell+ units ( su* build+4 7,c7 ,qualifi$ l[-income economic b5efit project ,a facility %all be treat$ z "p ( a qualifi$ l[-income economic b5efit project if at lea/ #ej p]c5t ( ! f9ancial b5efits ( ! electricity produc$ by su* facility are provid$ to h\seholds ) income (-- 7i7 less ?an #bjj p]c5t ( ! pov]ty l9e applicable to a family ( ! size involv$1 or 7ii7 less ?an #hj p]c5t ( area m$ian gross income 7z det]m9$ "u section #adb7;d77#b77;,b774 7,d7 ,f9ancial b5efit ,= purposes ( subp>agraphs 7,b7 & 7,c71 electricity acquir$ at a bel[-m>ket rate %all n fail to be tak5 into acc\nt z a f9ancial b5efit4 7#c7 ,eligible prop]ty ,= purposes ( ?is section1 ! t]m eligible prop]ty means a qualifi$ inve/m5t ) respect to any qualifi$ facility :i* is describ$ 9 subsection 7b74 7#d7 ,allocations 7,a7 ,9 g5]al ,n lat] ?an ,janu>y #a1 #bjbg1 ! ,secret>y %all e/abli% a program to allocate am\nts ( environm5tal ju/ice capacity limitation to qualifi$ facilities4 7,b7 ,limitation ,! am\nt ( environm5tal ju/ice capacity limitation allocat$ by ! ,secret>y "u subp>agraph 7,a7 dur+ any cal5d> ye> %all n exce$ ! annual capacity limitation ) respect to su* ye>4 7,c7 ,annual capacity limitation ,= purposes ( ?is p>agraph1 ! t]m annual capacity limitation means #a4h gigawatts ( direct curr5t capacity = ea* ( cal5d> ye>s #bjbg ?r\gh #bjca1 & z]o !reaft]4 7,d7 ,c>ryov] ( unus$ limitation 7i7 ,9 g5]al ,if ! annual capacity limitation = any cal5d> ye> exce$s ! aggregate am\nt allocat$ = su* ye> "u ?is p>agraph1 su* limitation = ! succe$+ cal5d> ye> %all be increas$ by ! am\nt ( su* excess4 ,no am\nt may be c>ri$ "u ! prec$+ s5t5ce to any cal5d> ye> aft] #bjcc4 7ii7 ,c>ryov] f section #dh = cal5d> ye> #bjbg ,if ! annual capacity limitation = cal5d> ye> #bjbf "u section #dh7;e77#d77;,d7 exce$s ! aggregate am\nt allocat$ = su* ye> "u section #dh7;e77#d77;,d71 su* excess am\nt may be c>ri$ ov] & appli$ to ! annual capacity limitation "u ?is subsection = cal5d> ye> #bjbg4 ,su* limitation %all be increas$ by ! am\nt ( su* excess4 7,e7 ,plac$ 9 s]vice deadl9e 7i7 ,9 g5]al ,p>agraph 7#a7 %all n apply ) respect to any prop]ty :i* is plac$ 9 s]vice aft] ! date t is #d ye>s aft] ! date ( ! allocation ) respect to ! facility ( :i* su* prop]ty is a "p4 7ii7 ,application ( c>ryov] ,any am\nt ( environm5tal ju/ice capacity limitation :i* expires "u clause 7i7 dur+ any cal5d> ye> %all be tak5 into acc\nt z an excess describ$ 9 subp>agraph 7,d7 7or z an increase 9 su* excess7 = su* cal5d> ye>1 subject to ! limitation impos$ by ! la/ s5t5ce ( su* subp>agraph4 7,f7 ,selection crit]ia ,9 det]m9+ to :i* qualifi$ facilities to allocate environm5tal ju/ice capacity limitation "u ?is p>agraph1 ! ,secret>y %all take into consid]ation :i* facilities w result 9-- 7i7 ! greate/ heal? & economic b5efits1 includ+ ! ability to )/& extreme wea!r ev5ts1 = individuals describ$ 9 section #de;,d7e77#b71 7ii7 ! greate/ employm5t & wages = su* individuals1 & 7iii7 ! greate/ engagem5t )1 outrea* to1 or own]%ip by1 su* individuals1 includ+ ?r\gh p>tn]%ips ) local gov]nm5ts1 community-bas$ organizations1 an ,indian tribal gov]nm5t 7z def9$ 9 section #dh7;e77#d77;,f77ii771 or any ,alaska ,native ,corporation 7z def9$ 9 section #c ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afjb7m774 7,g7 ,disclosure ( allocations ,! ,secret>y %all1 ^u mak+ an allocation ( environm5tal ju/ice capacity limitation "u ?is p>agraph1 publicly disclose ! id5tity ( ! applicant1 ! am\nt ( ! environm5tal ju/ice capacity limitation allocat$ to su* applicant1 & ! location ( ! facility = :i* su* allocation is made4 7#e7 ,recapture ,! ,secret>y %all1 by regulations or o!r guidance1 provide = recaptur+ ! b5efit ( any increase 9 ! cr$it all[$ "u subsection 7a7 by reason ( ?is subsection ) respect to any prop]ty :i* ceases to be prop]ty eligible = su* increase 7b :i* does n cease to be inve/m5t cr$it prop]ty )9 ! mean+ ( section #ej7;a774 ,! p]iod & p]c5tage ( su* recapture %all be det]m9$ "u rules simil> to ! rules ( section #ej7;a74 ,to ! ext5t provid$ by ! ,secret>y1 su* recapture may n apply ) respect to any prop]ty if1 )9 #ab mon?s aft] ! date ! taxpay] becomes aw>e 7or reasonably %\ld h become aw>e7 ( su* prop]ty ceas+ to be prop]ty eligible = su* increase1 ! eligibility ( su* prop]ty = su* increase is re/or$4 ,! prec$+ s5t5ce %all n apply m ?an once ) respect to any facility4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ,janu>y #a1 #bjbg4 #acfhjd4 ,co/ recov]y = qualifi$ facilities1 qualifi$ prop]ty1 & grid improvem5t prop]ty 7a7 ,9 g5]al ,section #afh7;e77#c77;,b7 is am5d$-- 7#a7 9 clause 7vi77,,iii71 by /rik+ & at ! end1 7#b7 9 clause 7vii71 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7#c7 by ins]t+ aft] clause 7vii7 ! foll[+3 7viii7 any qualifi$ facility 7z def9$ 9 section #de;,,bb7b77#a77;,a771 any qualifi$ prop]ty 7z def9$ 9 subsection 7b77#b7 ( section #dh;,f7 :i* is a qualifi$ inve/m5t 7z def9$ 9 subsection 7b77#a7 ( su* section71 or any grid improvem5t prop]ty 7z def9$ 9 subsection 7c77#a77;,b7 ( su* section74 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to facilities & prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjbf4 #acfhje4 ,clean fuel production cr$it 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new section3 #de;,,cc4 ,clean fuel production cr$it 7a7 ,am\nt ( cr$it 7#a7 ,9 g5]al ,= purposes ( section #ch1 ! clean fuel production cr$it = any taxable ye> is an am\nt equal to ! product (-- 7,a7 ! applicable am\nt p] gallon 7or gallon equival5t7 ) respect to any transportation fuel :i* is-- 7i7 produc$ by ! taxpay] at a qualifi$ facility1 & 7ii7 sold by ! taxpay] 9 a mann] describ$ 9 p>agraph 7#d7 dur+ ! taxable ye>1 & 7,b7 ! emissions factor = su* fuel 7z det]m9$ "u subsection 7b774 7#b7 ,applicable am\nt 7,a7 ,base am\nt ,9 ! case ( any transportation fuel produc$ at a qualifi$ facility :i* does n satisfy ! requirem5ts describ$ 9 subp>agraph 7,b71 ! applicable am\nt %all be #bj c5ts4 7,b7 ,alt]native am\nt ,9 ! case ( any transportation fuel produc$ at a qualifi$ facility :i* satisfies ! requirem5ts "u p>agraphs 7#f7 & 7#g7 ( subsection 7g71 ! applicable am\nt %all be #a4jj4 7#c7 ,special rate = su/a9able aviation fuel 7,a7 ,9 g5]al ,9 ! case ( a transportation fuel :i* is su/a9able aviation fuel1 p>agraph 7#b7 %all be appli$-- 7i7 9 ! case ( a transportation fuel produc$ at a qualifi$ facility describ$ 9 p>agraph 7#b77;,a71 by sub/itut+ #ce c5ts = #bj c5ts1 & 7ii7 9 ! case ( a transportation fuel produc$ at a qualifi$ facility describ$ 9 p>agraph 7#b77;,b71 by sub/itut+ #a4ge = #a4jj4 7,b7 ,su/a9able aviation fuel ,= purposes ( ?is subp>agraph 7,a71 ! t]m su/a9able aviation fuel means liquid fuel :i* is sold = use 9 an aircraft & :i*-- 7i7 meets ! requirem5ts (-- 7,i7 ,,a/m ,int]national ,/&>d ,d#geff1 or 7,,ii7 ! ,fis*] ,trops* provisions ( ,,a/m ,int]national ,/&>d ,d#afee1 ,annex ,a#a1 & 7ii7 is n d]iv$ f palm fatty acid di/illates or petroleum4 7#d7 ,sale ,= purposes ( p>agraph 7#a71 ! transportation fuel is sold 9 a mann] describ$ 9 ?is p>agraph if su* fuel is sold by ! taxpay] to an unrelat$ p]son-- 7,a7 = use by su* p]son 9 ! production ( a fuel mixture1 7,b7 = use by su* p]son 9 a trade or bus9ess1 or 7,c7 :o sells su* fuel at retail to ano!r p]son & places su* fuel 9 ! fuel tank ( su* o!r p]son4 7#e7 ,r\nd+ ,if any am\nt det]m9$ "u p>agraph 7#a7 is n a multiple ( #j4a c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4a c5t4 7b7 ,emissions factors 7#a7 ,emissions factor 7,a7 ,calculation 7i7 ,9 g5]al ,! emissions factor ( a transportation fuel %all be an am\nt equal to ! quoti5t (-- 7,i7 an am\nt equal to-- 7aa7 #ej kilograms ( ,,co#b;e p] mm,b,t,u1 m9us 7bb7 ! emissions rate = su* fuel1 divid$ by 7,,ii7 #ej kilograms ( ,,co#b;e p] mm,b,t,u4 7,b7 ,e/abli%m5t ( emissions rate 7i7 ,9 g5]al ,subject to clauses 7ii7 & 7iii71 ! ,secret>y %all annually publi% a table :i* sets =? ! emissions rate = simil> types & categories ( transportation fuels bas$ on ! am\nt ( lifecycle gre5h\se gas emissions 7z describ$ 9 section #baa7o77#a77;,h7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77#a77;,h771 z 9 effect on ! date ( ! enactm5t ( ?is section7 = su* fuels1 express$ z kilograms ( ,,co#b;e p] mm,b,t,u1 :i* a taxpay] %all use = purposes ( ?is section4 7ii7 ,non-aviation fuel ,9 ! case ( any transportation fuel :i* is n a su/a9able aviation fuel1 ! lifecycle gre5h\se gas emissions ( su* fuel %all be bas$ on ! mo/ rec5t det]m9ations "u ! ,gre5h\se gases1 ,regulat$ ,emissions1 & ,en]gy use 9 ,transportation model develop$ by ,argonne ,national ,laboratory1 or a successor model 7z det]m9$ by ! ,secret>y74 7iii7 ,aviation fuel ,9 ! case ( any transportation fuel :i* is a su/a9able aviation fuel1 ! lifecycle gre5h\se gas emissions ( su* fuel %all be det]m9$ 9 accordance )-- 7,i7 ! mo/ rec5t ,c>bon ,(fsett+ & ,r$uction ,s*eme = ,int]national ,aviation :i* has be5 adopt$ by ! ,int]national ,civil ,aviation ,organization ) ! agreem5t ( ! ,unit$ ,/ates1 or 7,,ii7 any simil> me?odology :i* satisfies ! crit]ia "u section #baa7o77#a77;,h7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77#a77;,h774 7,c7 ,r\nd+ ( emissions rate ,! ,secret>y may r\nd ! emissions rates "u subp>agraph 7,b7 to ! ne>e/ multiple ( #e kilograms ( ,,co#b;e p] mm,b,t,u1 except t1 9 ! case ( an emissions rate t is less ?an #b4e kilograms ( ,,co#b;e p] mm,b,t,u1 ! ,secret>y may r\nd su* rate to z]o4 7,d7 ,provisional emissions rate ,9 ! case ( any transportation fuel = :i* an emissions rate has n be5 e/abli%$ "u subp>agraph 7,b71 a taxpay] produc+ su* fuel may file a petition ) ! ,secret>y = det]m9ation ( ! emissions rate ) respect to su* fuel4 7#b7 ,r\nd+ ,if any am\nt det]m9$ "u p>agraph 7#a77;,a7 is n a multiple ( #j4a1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #j4a4 7c7 ,inflation adju/m5t 7#a7 ,9 g5]al ,9 ! case ( cal5d> ye>s beg9n+ aft] #bjbf1 ! #bj c5t am\nt 9 subsection 7a77#b77;,a71 ! #a4jj am\nt 9 subsection 7a77#b77;,b71 ! #ce c5t am\nt 9 subsection 7a77#c77;,a77i71 & ! #a4ge am\nt 9 subsection 7a77#c77;,a77ii7 %all ea* be adju/$ by multiply+ su* am\nt by ! inflation adju/m5t factor = ! cal5d> ye> 9 :i* ! sale ( ! transportation fuel occurs4 ,if any am\nt z increas$ "u ! prec$+ s5t5ce is n a multiple ( #a c5t1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #a c5t4 7#b7 ,inflation adju/m5t factor ,= purposes ( p>agraph 7#a71 ! inflation adju/m5t factor %all be ! inflation adju/m5t factor det]m9$ & publi%$ by ! ,secret>y pursuant to section #de;,,bb7c71 det]m9$ by sub/itut+ cal5d> ye> #bjba = cal5d> ye> #aiib 9 p>agraph 7#c7 !re(4 7d7 ,cr$it phase-,out 7#a7 ,9 g5]al ,! am\nt ( ! clean fuel production cr$it "u subsection 7a7 = any transportation fuel sold dur+ a taxable ye> describ$ 9 p>agraph 7#b7 %all be equal to ! product (-- 7,a7 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 )\t reg>d to ?is subsection1 multipli$ by 7,b7 ! phase-out p]c5tage "u p>agraph 7#b74 7#b7 ,phase-out p]c5tage ,! phase-out p]c5tage "u ?is p>agraph is equal to-- 7,a7 = any taxable ye> beg9n+ 9 ! fir/ cal5d> ye> foll[+ ! applicable ye>1 #ajj p]c5t1 7,b7 = any taxable ye> beg9n+ 9 ! second cal5d> ye> foll[+ ! applicable ye>1 #ge p]c5t1 7,c7 = any taxable ye> beg9n+ 9 ! ?ird cal5d> ye> foll[+ ! applicable ye>1 #ej p]c5t1 & 7,d7 = any taxable ye> beg9n+ 9 any cal5d> ye> subsequ5t to ! cal5d> ye> describ$ 9 subp>agraph 7,c71 #j p]c5t4 7#c7 ,applicable ye> ,= purposes ( ?is subsection1 ! t]m applicable ye> means ! lat] (-- 7,a7 ! cal5d> ye> 9 :i* ! ,secret>y det]m9es t ! gre5h\se gas emissions f ! transportation ( p]sons & goods annually 9 ! ,unit$ ,/ates are equal to or less ?an #be p]c5t ( ! gre5h\se gas emissions f ! transportation ( p]sons & goods 9 ! ,unit$ ,/ates dur+ cal5d> ye> #bjba1 or 7,b7 #bjca4 7e7 ,def9itions ,9 ?is section3 7#a7 mm,b,t,u ,! t]m mm,b,t,u means #a1jjj1jjj ,briti% !rmal units4 7#b7 ,,co#b;e ,! t]m ,,co#b;e means1 ) respect to any gre5h\se gas1 ! equival5t c>bon dioxide 7z det]m9$ bas$ on relative global w>m+ pot5tial74 7#c7 ,gre5h\se gas ,! t]m gre5h\se gas has ! same mean+ giv5 t t]m "u section #baa7o77#a77;,g7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77#a77;,g771 z 9 effect on ! date ( ! enactm5t ( ?is section4 7#d7 ,qualifi$ facility ,! t]m qualifi$ facility-- 7,a7 means a facility us$ = ! production ( transportation fuels1 & 7,b7 does n include any facility = :i* "o ( ! foll[+ cr$its is all[$ "u section #ch = ! taxable ye>3 7i7 ,! cr$it = production ( clean hydrog5 "u section #de,x4 7ii7 ,! cr$it = clean hydrog5 production facilities "u section #dh7;a77#af74 7iii7 ,! cr$it = c>bon oxide seque/ration "u section #de,q4 7#e7 ,transportation fuel ,! t]m transportation fuel means a fuel :i*-- 7,a7 is suitable = use z a fuel 9 a highway vehicle or aircraft1 7,b7 has an emissions rate :i* is n great] ?an-- 7i7 9 ! case ( a fuel :i* is n a su/a9able aviation fuel-- 7,i7 = any su* fuel sold dur+ cal5d> ye>s #bjbg ?r\gh #bjcj1 #ej kilograms ( ,,co#b;e p] mm,b,t,u1 & 7,,ii7 = any su* fuel sold dur+ any cal5d> ye> beg9n+ aft] ,decemb] #ca1 #bjcj1 #be kilograms ( ,,co#b;e p] mm,b,t,u1 or 7ii7 9 ! case ( a fuel :i* is a su/a9able aviation fuel-- 7,i7 = any su* fuel sold dur+ any p]iod be=e ,janu>y #a1 #bjca1 #ce kilograms ( ,,co#b;e p] mm,b,t,u1 & 7,,ii7 = any su* fuel sold dur+ any p]iod aft] ,decemb] #ca1 #bjcj1 #be kilograms ( ,,co#b;e p] mm,b,t,u1 7,c7 is n hydrog5 fuel1 & 7,d7 9 ! case ( fuel :i* is n aviation fuel1 is n d]iv$ f coprocess+ biomass ) a fe$/ock :i* is n biomass4 ,= purposes ( ?is p>agraph1 ! t]m biomass has ! mean+ giv5 su* t]m 9 section #de,k7c77#c74 7f7 ,guidance ,n lat] ?an ,janu>y #a1 #bjbg1 ! ,secret>y %all issue guidance reg>d+ implem5tation ( ?is section1 includ+ calculation ( emissions factors = transportation fuel1 ! table describ$ 9 subsection 7b77#a77;,b77i71 & ! det]m9ation ( clean fuel production cr$its "u ?is section4 7g7 ,special rules 7#a7 ,only regi/]$ production 9 ! ,unit$ ,/ates tak5 into acc\nt 7,a7 ,9 g5]al ,no clean fuel production cr$it %all be det]m9$ "u subsection 7a7 ) respect to any transportation fuel unless-- 7i7 ! taxpay] is regi/]$ z a produc] ( clean fuel "u section #daja at ! "t ( production1 & 7ii7 su* fuel is produc$ 9 ! ,unit$ ,/ates4 7,b7 ,unit$ ,/ates ,= purposes ( ?is p>agraph1 ! t]m ,unit$ ,/ates includes any possession ( ! ,unit$ ,/ates4 7#b7 ,production attributable to ! taxpay] ,9 ! case ( a facility 9 :i* m ?an #a p]son has an own]%ip int]e/1 except to ! ext5t provid$ 9 regulations prescrib$ by ! ,secret>y1 production f ! facility %all be allocat$ among su* p]sons 9 proportion to _! respective own]%ip int]e/s 9 ! gross sales f su* facility4 7#c7 ,relat$ p]sons ,p]sons %all be treat$ z relat$ to ea* o!r if su* p]sons w\ld be treat$ z a s+le employ] "u ! regulations prescrib$ "u section #eb7;b74 ,9 ! case ( a corporation :i* is a memb] ( an affiliat$ gr\p ( corporations fil+ a consolidat$ return1 su* corporation %all be treat$ z sell+ fuel to an unrelat$ p]son if su* fuel is sold to su* a p]son by ano!r memb] ( su* gr\p4 7#d7 ,pass-?ru 9 ! case ( e/ates & tru/s ,"u regulations prescrib$ by ! ,secret>y1 rules simil> to ! rules ( subsection 7d7 ( section #eb %all apply4 7#e7 ,allocation ( cr$it to patrons ( agricultural coop]ative 7,a7 ,election to allocate 7i7 ,9 g5]al ,9 ! case ( an eligible coop]ative organization1 any portion ( ! cr$it det]m9$ "u subsection 7a7 = ! taxable ye> may1 at ! election ( ! organization1 be apportion$ among patrons ( ! organization on ! basis ( ! am\nt ( bus9ess done by ! patrons dur+ ! taxable ye>4 7ii7 ,=m & effect ( election ,an election "u clause 7i7 = any taxable ye> %all be made on a timely fil$ return = su* ye>4 ,su* election1 once made1 %all be irrevocable = su* taxable ye>4 ,su* election %all n take effect unless ! organization designates ! apportionm5t z su* 9 a writt5 notice mail$ to its patrons dur+ ! paym5t p]iod describ$ 9 section #achb7;d74 7,b7 ,treatm5t ( organizations & patrons ,! am\nt ( ! cr$it apportion$ to any patrons "u subp>agraph 7,a7-- 7i7 %all n be includ$ 9 ! am\nt det]m9$ "u subsection 7a7 ) respect to ! organization = ! taxable ye>1 & 7ii7 %all be includ$ 9 ! am\nt det]m9$ "u subsection 7a7 = ! fir/ taxable ye> ( ea* patron end+ on or aft] ! la/ day ( ! paym5t p]iod 7z def9$ 9 section #achb7;d77 = ! taxable ye> ( ! organization or1 if e>li]1 = ! taxable ye> ( ea* patron end+ on or aft] ! date on :i* ! patron receives notice f ! coop]ative ( ! apportionm5t4 7,c7 ,special rules = decrease 9 cr$its = taxable ye> ,if ! am\nt ( ! cr$it ( a coop]ative organization det]m9$ "u subsection 7a7 = a taxable ye> is less ?an ! am\nt ( su* cr$it %[n on ! return ( ! coop]ative organization = su* ye>1 an am\nt equal to ! excess (-- 7i7 su* r$uction1 ov] 7ii7 ! am\nt n apportion$ to su* patrons "u subp>agraph 7,a7 = ! taxable ye>1 %all be treat$ z an increase 9 tax impos$ by ?is *apt] on ! organization4 ,su* increase %all n be treat$ z tax impos$ by ?is *apt] = purposes ( det]m9+ ! am\nt ( any cr$it "u ?is *apt]4 7,d7 ,eligible coop]ative def9$ ,= purposes ( ?is section ! t]m eligible coop]ative means a coop]ative organization describ$ 9 section #acha7;a7 :i* is own$ m ?an #ej p]c5t by agricultural produc]s or by entities own$ by agricultural produc]s4 ,= ?is purpose an entity own$ by an agricultural produc] is "o t is m ?an #ej p]c5t own$ by agricultural produc]s4 7#f7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 rules simil> to ! rules ( section #de7;b77#g77;,a7 & clauses 7i7 ?r\gh 7iv7 ( section #de7;b77#g77;,b7 %all apply4 7,b7 ,special rule = facilities plac$ 9 s]vice be=e ,janu>y #a1 #bjbg ,9 ! case ( any qualifi$ facility plac$ 9 s]vice be=e ,janu>y #a1 #bjbg-- 7i7 ! rules ( clause 7i7 ( section #de7;b77#g77;,a7 %all n apply1 & 7ii7 clause 7ii7 ( su* section %all be appli$ by sub/itut+ = any p]iod ( ! taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbf = :i* ! cr$it is claim$ "u ?is section ) respect to production ( transportation fuel1 ! alt]ation or repair ( su* facility = = ! p]iod ( ! taxable ye> :i* is )9 ! #aj-ye> p]iod beg9n+ on ! date ! facility 0 orig9ally plac$ 9 s]vice1 ! alt]ation or repair ( su* facility4 7#g7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#h7 %all apply4 4 7b7 ,elective paym5t ( cr$it ,section #fdag7;b71 z am5d$ by prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#ad7 ,! clean fuel production cr$it det]m9$ "u section #de;,,cc7a74 4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #ch7;b71 z am5d$ by section #aja1 is am5d$-- 7,a7 9 p>agraph 7#ci71 by /rik+ plus at ! end1 7,b7 9 p>agraph 7#dj71 by /rik+ ! p]iod at ! end & ins]t+ 1 plus1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#da7 ! clean fuel production cr$it det]m9$ "u section #de;,,cc7a74 4 7#b7 ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by section #aja1 is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de;,,cc4 ,clean fuel production cr$it4 4 7#c7 ,section #daja7;a77#a7 is am5d$ by ins]t+ e p]son produc+ a fuel eligible = ! clean fuel production cr$it 7pursuant to section #de;,,cc71 aft] section #fdbf7;b77#d77;,a7714 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to transportation fuel produc$ aft] ,decemb] #ca1 #bjbf4 #i ,appropriations #acfija4 ,appropriations ,imm$iately ^u ! enactm5t ( ?is ,act1 9 addition to am\nts o!rwise available1 !re are appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1jgc1dcc1jjj to rema9 available until ,septemb] #cj1 #bjca1 = necess>y exp5ses = ! ,int]nal ,rev5ue ,s]vice to c>ry out ?is subtitle 7& ! am5dm5ts made by ?is subtitle71 :i* %all supplem5t & n supplant any o!r appropriations t may be available = ?is purpose4 ,g ,social ,safety ,net #acgjja4 ,am5dm5t ( #aihf ,code ,except z o!rwise expressly provid$1 :5ev] 9 ?is subtitle an am5dm5t or repeal is express$ 9 t]ms ( an am5dm5t to1 or repeal (1 a section or o!r provision1 ! ref]5ce %all be consid]$ to be made to a section or o!r provision ( ! ,int]nal ,rev5ue ,code ( #aihf4 #a ,*ild tax cr$it #acgaja4 ,modifications applicable beg9n+ 9 #bjba 7a7 ,safe h>bor exception = fraud & int5tional disreg>d ( rules & regulations ,section #bd7;j77#b77;,b7 is am5d$-- 7#a7 by /rik+ qualifi$ ea* place x appe>s 9 clause 7iv77,,ii7 & ins]t+ qualify+1 & 7#b7 by add+ at ! end ! foll[+ new clause3 7v7 ,exception = fraud & int5tional disreg>d ( rules & regulations 7,i7 ,9 g5]al ,= purposes ( det]m9+ ! safe h>bor am\nt "u clause 7iv7 ) respect to any taxpay]1 an individual %all n be treat$ z tak5 into acc\nt 9 det]m9+ ! annual advance am\nt ( su* taxpay] if ! ,secret>y det]m9es t su* individual 0 s tak5 into acc\nt due to fraud by ! taxpay] or int5tional disreg>d ( rules & regulations by ! taxpay]4 7,,ii7 ,arrangem5ts to take individual into acc\nt m ?an once ,= purposes ( subclause 7,i71 a taxpay] %all n fail to be treat$ z int5tionally disreg>d+ rules & regulations ) respect to any individual tak5 into acc\nt 9 det]m9+ ! annual advance am\nt ( su* taxpay] if su* taxpay] ent]$ into a plan or o!r arrangem5t )1 or expect$1 ano!r taxpay] to take su* individual into acc\nt 9 det]m9+ ! cr$it all[$ "u ?is section = ! taxable ye>4 4 7b7 ,rules relat+ to reconciliation ( cr$it & advance cr$it ,section #bd7;j7 is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#c7 ,jo9t returns ,except z o!rwise provid$ by ! ,secret>y1 9 ! case ( an advance paym5t made "u section #gebg;,a ) respect to a jo9t return1 half ( su* paym5t %all be treat$ z hav+ be5 made to ea* individual fil+ su* return4 7#d7 ,coord9ation ) possessions ( ! ,unit$ ,/ates ,= purposes ( ?is subsection1 paym5ts made "u section #gebg;,a include paym5ts made by any jurisdiction o!r ?an ! ,unit$ ,/ates "u section #gebg;,a ( ! income tax law ( su* jurisdiction1 & advance paym5ts made by ,am]ican ,samoa pursuant to a plan describ$ 9 subsection 7k77#c77;,b74 ,9 c>ry+ out ?is section1 ! ,secret>y %all coord9ate ) ea* possession ( ! ,unit$ ,/ates to prev5t any application ( ?is p>agraph t is inconsi/5t ) ! purposes ( ?is subsection4 4 7c7 ,annual advance am\nt ,section #gebg;,a7b7 is am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 9 subp>agraph 7,a71 by ins]t+ or bas$ on any o!r in=mation kn[n to ! ,secret>y aft] ref]5ce taxable ye>1 7,b7 9 subp>agraph 7,c71 by ins]t+ unless det]m9$ by ! ,secret>y bas$ on any in=mation kn[n to ! ,secret>y1 be=e ! only *ildr51 & 7,c7 9 subp>agraph 7,d71 by ins]t+ unless det]m9$ by ! ,secret>y bas$ on any in=mation kn[n to ! ,secret>y1 be=e ! ages (1 & 7#b7 9 p>agraph 7#c77;,a77ii71 by /rik+ provid$ by ! taxpay] & ins]t+ provid$1 or kn[n14 7d7 ,disclosure ( in=mation relat+ to jo9t fil]s & advance paym5t ( *ild tax cr$it ,section #fajc7;e7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#ab7 ,disclosure ( in=mation relat+ to jo9t fil]s & advance paym5t ( *ild tax cr$it ,9 ! case ( an individual to :om ! ,secret>y makes paym5ts "u section #gebg;,a1 if ! ref]5ce taxable ye> 7z def9$ 9 section #gebg;,a7b77#b77 t ! ,secret>y uses to calculate su* paym5ts is a ye> = :i* ! individual fil$ an income tax return jo9tly ) ano!r individual1 ! ,secret>y may disclose to su* individual any return in=mation ( su* o!r individual :i* is relevant 9 det]m9+ ! paym5t "u section #gebg;,a & ! individual's eligibility = su* paym5t1 includ+ in=mation reg>d+ any ( ! foll[+3 7,a7 ,! numb] ( specifi$ *ildr51 includ+ by reason ( ! bir? ( a *ild4 7,b7 ,! "n & ,,t9 ( specifi$ *ildr54 7,c7 ,m>ital /atus4 7,d7 ,modifi$ adju/$ gross income4 7,e7 ,pr9cipal place ( abode4 7,f7 ,any o!r factor :i* ! ,secret>y may provide pursuant to section #gebg;,a7c74 4 7e7 ,effective date 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+1 & paym5ts made1 aft] ,decemb] #ca1 #bjbj4 7#b7 ,disclosure ( in=mation relat+ to jo9t fil]s & advance paym5t ( *ild tax cr$it ,! am5dm5t made by subsection 7d7 %all take effect on ! date ( ! enactm5t ( ?is ,act4 #acgajb4 ,ext5sions & modifications applicable beg9n+ 9 #bjbb 7a7 ,ext5sions 7#a7 ,ext5sion ( *ild tax cr$it ,section #bd7;i7 is am5d$-- 7,a7 by /rik+ ,janu>y #a1 #bjbb 9 ! matt] prec$+ p>agraph 7#a7 & ins]t+ ,janu>y #a1 #bjbc1 & 7,b7 by ins]t+ & #bjbb aft] #bjba 9 ! head+ !re(4 7#b7 ,ext5sion ( provisions relat$ to possessions ( ! ,unit$ ,/ates 7,a7 ,section #bd7k77#b77;,b7 is am5d$-- 7i7 by /rik+ ,decemb] #ca1 #bjba 9 ! matt] prec$+ clause 7i7 & ins]t+ ,decemb] #ca1 #bjbb1 & 7ii7 by /rik+ aft] #bjba 9 ! head+ !re( & ins]t+ aft] #bjbb4 7,b7 ,section #bd7k77#c77;,c77ii7 is am5d$-- 7i7 9 subclause 7,i71 by ins]t+ or #bjbb aft] #bjba1 & 7ii7 9 subclause 7,,ii71 by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjbb4 7,c7 ,! head+ ( section #bd7k77#b77;,a7 is am5d$ by ins]t+ & #bjbb aft] #bjba4 7b7 ,ext5sion & modification ( advance paym5t 7#a7 ,9 g5]al ,section #gebg;,a is am5d$-- 7,a7 9 subsection 7b77#a71 by /rik+ #ej p]c5t (1 7,b7 9 clauses 7i7 & 7ii7 ( subsection 7e77#d77;,c71 by ins]t+ or #bjbb aft] 9 #bjba1 & 7,c7 9 subsection 7f71 by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjbb4 7#b7 ,mon?ly paym5ts 7,a7 ,9 g5]al ,section #gebg;,a7a7 is am5d$ to read z foll[s3 7a7 ,9 g5]al ,! ,secret>y %all e/abli% a program = mak+ mon?ly paym5ts to taxpay]s 9 am\nts equal to #a_/ab ( ! annual advance am\nt ) respect to su* taxpay]4 4 7,b7 ,modifications dur+ cal5d> ye> ,section #gebg;,a7b77#c71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7i7 by am5d+ subp>agraph 7,a77ii7 to read z foll[s3 7ii7 any o!r in=mation provid$1 or kn[n1 to ! ,secret>y :i* all[s ! ,secret>y to m accurately e/imate ! am\nt treat$ z all[$ "u subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a by reason ( section #bd7;i77#a7 ) respect to ! taxpay] = ! ref]5ce taxable ye>4 1 & 7ii7 9 subp>agraph 7,b71 by /rik+ p]iodic paym5t bo? places x appe>s & ins]t+ mon?ly paym5t4 7,c7 ,con=m+ am5dm5t ,section #gebg;,a7c77#b7 is am5d$ by /rik+ subsection 7b77#c77;,b7 & ins]t+ subsection 7b77#c74 7#c7 ,eligibility = advance paym5ts limit$ bas$ on modifi$ adju/$ gross income ,section #gebg;,a7b7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,limitation bas$ on modifi$ adju/$ gross income 7,a7 ,9 g5]al ,if ! modifi$ adju/$ gross income ( ! taxpay] = ! ref]5ce taxable ye> exce$s ! applicable ?re%old am\nt ) respect to su* taxpay] 7z def9$ 9 section #bd7;i77#d77;,b771 ! annual advance am\nt ) respect to su* taxpay] %all be z]o4 7,b7 ,exception = modifications made dur+ ! cal5d> ye> ,subp>agraph 7,a7 %all n apply to a ref]5ce taxable ye> tak5 into acc\nt by reason ( p>agraph 7#c77;,a77i7 or subsection 7c7 if ! taxpay] receiv$ "o or m paym5ts "u subsection 7a7 = mon?s 9 ! cal5d> ye> :i* prec$e ! mon? = :i* su* ref]5ce taxable ye> w be tak5 into acc\nt4 4 7#d7 ,advance paym5ts to ,pu]to ,rico resid5ts = #bjbb ,section #gebg;,a7e77#d7 is am5d$-- 7,a7 9 subp>agraph 7,a71 by /rik+ ,! advance & ins]t+ ,except z provid$ 9 subp>agraph 7,d71 ! advance1 & 7,b7 by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,advance paym5ts to ,pu]to ,rico resid5ts = #bjbb ,= ! p]iod beg9n+ on ,july #a1 #bjbb1 & end+ on ,decemb] #ca1 #bjbb1 ! ,secret>y may apply ?is section )\t reg>d to subp>agraph 7,a77i74 4 7c7 ,election to apply income phase\t on basis ( income f ! prec$+ taxable ye> ,section #bd7;i7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,election to apply income phase\t on basis ( income f ! prec$+ taxable ye> ,9 ! case ( a taxpay] :o elects 7at su* "t & 9 su* mann] z ! ,secret>y may provide7 ! application ( ?is p>agraph = any taxable ye>1 p>agraph 7#d7 & subsection 7b77#a7 %all bo? be appli$ ) respect to ! modifi$ adju/$ gross income 7z def9$ 9 subsection 7b77 = ! taxpay]'s prec$+ taxable ye>4 4 7d7 ,modification ( recapture safe h>bor = #bjbb ,section #bd7;j77#b77;,b77iv71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ to read z foll[s3 7iv7 ,safe h>bor am\nt ,= purposes ( ?is subp>agraph1 ! t]m safe h>bor am\nt means1 ) respect to any taxpay] = any taxable ye>1 ! sum (-- 7,i7 an am\nt equal to ! product ( #c1fjj multipli$ by ! excess 7if any7 ( ! numb] ( qualify+ *ildr5 :o h n atta9$ age #f z ( ! close ( ! cal5d> ye> 9 :i* ! taxable ye> ( ! taxpay] beg9s1 & :o are tak5 into acc\nt 9 det]m9+ ! annual advance am\nt ) respect to ! taxpay] "u section #gebg;,a ) respect to mon?s beg9n+ 9 su* taxable ye>1 ov] ! numb] ( su* qualify+ *ildr5 tak5 into acc\nt 9 det]m9+ ! cr$it all[$ "u ?is section = su* taxable ye>1 plus 7,,ii7 an am\nt equal to ! product ( #c1jjj multipli$ by ! excess 7if any7 ( ! numb] ( qualify+ *ildr5 n describ$ 9 clause 7,i71 & :o are tak5 into acc\nt 9 det]m9+ ! annual advance am\nt ) respect to ! taxpay] "u section #gebg;,a ) respect to mon?s beg9n+ 9 su* taxable ye>1 ov] ! numb] ( su* qualify+ *ildr5 tak5 into acc\nt 9 det]m9+ ! cr$it all[$ "u ?is section = su* taxable ye>4 4 7e7 ,repeal ( social security numb] requirem5t 7#a7 ,9 g5]al ,section #bd7;h7 is am5d$ by /rik+ p>agraph 7#g74 7#b7 ,con=m+ am5dm5ts 7,a7 ,section #bd7;h77#a7 is am5d$ by /rik+ p>agraphs 7#b7 ?r\gh 7#g7 & ins]t+ p>agraphs 7#b7 ?r\gh 7#f74 7,b7 ,section #bd7;h77#d7 is am5d$ by /rik+ subp>agraph 7,c74 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+1 & paym5ts made1 aft] ,decemb] #ca1 #bjba4 #acgajc4 ,refundable *ild tax cr$it aft] #bjbb 7a7 ,9 g5]al ,section #bd is am5d$ by add+ at ! end ! foll[+ new subsection3 7l7 ,refundable cr$it aft] #bjbb ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbb1 if ! taxpay] 79 ! case ( a jo9t return1 ei!r sp\se7 has a pr9cipal place ( abode 9 ! ,unit$ ,/ates 7det]m9$ z provid$ 9 section #cb7 = m ?an "o-half ( ! taxable ye> or is a bona fide resid5t ( ,pu]to ,rico 7)9 ! mean+ ( section #icg7;a77 = su* taxable ye>-- 7#a7 subsection 7d7 %all n apply1 & 7#b7 s mu* ( ! cr$it det]m9$ "u subsection 7a7 7aft] application ( p>agraph 7#a77 z does n exce$ ! am\nt ( su* cr$it :i* w\ld be s det]m9$ )\t reg>d to subsection 7h77#d7 %all be all[$ "u subp>t ,c 7& n all[$ "u ?is subp>t7 4 7b7 ,con=m+ am5dm5ts relat$ to possessions ( ! ,unit$ ,/ates 7#a7 ,pu]to ,rico ,section #bd7k77#b77;,b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ to read z foll[s3 7,b7 ,application to taxable ye>s aft] #bjbb ,= application ( refundable cr$it to resid5ts ( ,pu]to ,rico = taxable ye>s aft] #bjbb1 see subsection 7l74 4 7#b7 ,am]ican ,samoa ,section #bd7k77#c77;,c77ii77,,ii71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ to read z foll[s3 7,,ii7 if su* taxable ye> beg9s aft] ,decemb] #ca1 #bjbb1 subsection 7l7 %all be appli$ by sub/itut+ ,pu]to ,rico or ,am]ican ,samoa = ,pu]to ,rico4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 #acgajd4 ,appropriations ,imm$iately ^u ! enactm5t ( ?is ,act1 9 addition to am\nts o!rwise available1 !re are appropriat$ out ( any money 9 ! ,treasury n o!rwise appropriat$3 7#a7 #c1ifc1cjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = necess>y exp5ses = ! ,int]nal ,rev5ue ,s]vice to adm9i/] ! ,*ild ,tax ,cr$it1 & advance paym5ts ( ! ,*ild ,tax ,cr$it1 includ+ ! co/s ( disburs+ su* paym5ts1 :i* %all supplem5t & n supplant any o!r appropriations t may be available = ?is purpose1 & 7#b7 #a1jjj1jjj1jjj is appropriat$ to ! ,dep>tm5t ( ! ,treasury1 to rema9 available until ,septemb] #cj1 #bjbf1 to support ef=ts to increase enrollm5t ( eligible families 9 ! ,*ild ,tax ,cr$it1 = advance paym5ts ( ! ,*ild ,tax ,cr$it1 & = o!r tax b5efits1 includ+ b n limit$ to program outrea*1 co/s ( data %>+ arrangem5ts1 sy/ems *anges1 =ms *anges1 & relat$ ef=ts1 & ef=ts to support ! cross-enrollm5t ( b5efici>ies ( o!r programs 9 ! ,*ild ,tax ,cr$it1 & = advance paym5ts ( ! ,*ild ,tax ,cr$it1 includ+ by e/abli%+ int]gov]nm5tal coop]ative agreem5ts ) /ates & local gov]nm5ts1 ! ,di/rict ( ,columbia1 tribal gov]nm5ts1 & possessions ( ! ,unit$ ,/ates3 ,provid$1 t su* am\nt %all be available 9 addition to any am\nts o!rwise available3 ,provid$ fur!r1 t ^! funds may be aw>d$ by f$]al ag5cies to /ate & local gov]nm5ts1 ! ,di/rict ( ,columbia1 tribal gov]nm5ts1 & possessions ( ! ,unit$ ,/ates1 & private entities1 includ+ organizations d$icat$ to free tax return prep>ation & l[ income taxpay] cl9ics fund$ "u section #gebf ( ! ,int]nal ,rev5ue ,code ( #aihf4 #b ,e>n$ ,income ,tax ,cr$it #acgbja4 ,c]ta9 improvem5ts to ! e>n$ income tax cr$it ext5d$ ?r\gh #bjbb 7a7 ,9 g5]al ,section #cb7n7 is am5d$ by /rik+ ,janu>y #a1 #bjbb & ins]t+ ,janu>y #a1 #bjbc4 7b7 ,inflation adju/m5t ,section #cb7n77#d77;,b7 is am5d$ to read z foll[s3 7,b7 ,inflation adju/m5t ,9 ! case ( any taxable ye> beg9n+ aft] #bjba1 ! #i1hbj & #aa1faj doll> am\nts 9 subp>agraph 7,a7 %all be increas$ by an am\nt equal to-- 7i7 su* doll> am\nt1 multipli$ by 7ii7 ! co/-(-liv+ adju/m5t det]m9$ "u section #a7;f77#c7 = ! cal5d> ye> 9 :i* ! taxable ye> beg9s1 det]m9$ by sub/itut+ cal5d> ye> #bjbj = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 4 7c7 ,election to det]m9e e>n$ income bas$ on prior taxable ye> ,section #cb1 z am5d$ by subsection 7f71 is am5d$ by add+ at ! end ! foll[+ new subsection3 7o7 ,election to det]m9e e>n$ income bas$ on prior taxable ye> 7#a7 ,9 g5]al ,9 ! case ( a taxpay] ^: e>n$ income = any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbc1 is less ?an ! e>n$ income ( su* taxpay] = ! prec$+ taxable ye>1 if su* taxpay] elects 7at su* "t & 9 su* mann] z ! ,secret>y may provide7 ! application ( ?is subsection = su* taxable ye>1 ! e>n$ income ( su* taxpay] = su* taxable ye> %all be treat$ = purposes ( ?is section z be+ equal to ! e>n$ income ( su* taxpay] = su* prec$+ taxable ye>4 7#b7 ,jo9t returns ,= purposes ( ?is subsection1 9 ! case ( a jo9t return1 ! e>n$ income ( ! taxpay] = ! prec$+ taxable ye> %all be ! sum ( ! e>n$ income ( ea* sp\se = ! prec$+ taxable ye>4 7#c7 ,treatm5t z ma!matical or cl]ical error ,9 ! case ( a taxpay] describ$ 9 p>agraph 7#a7 :o makes ! election describ$ 9 su* p>agraph1 ! use on ! return = purposes ( ?is section ( an am\nt ( e>n$ income = ! prec$+ taxable ye> :i* diff]s f ! am\nt ( su* e>n$ income z %[n 9 ! electronic files ( ! ,int]nal ,rev5ue ,s]vice %all be treat$ z a ma!matical or cl]ical error = purposes ( section #fbac4 7#d7 ,treatm5t ( ref]5ces ,any provision ( ?is title :i* def9es or det]m9es e>n$ income by ref]5ce to ?is section %all be appli$ )\t reg>d to ?is subsection unless su* provision specifically provides o!rwise4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgbjb4 ,funds = adm9i/ration ( e>n$ income tax cr$its 9 ! t]ritories 7a7 ,pu]to ,rico ,section #gecj7;a77#a7 is am5d$ by /rik+ plus at ! end ( subp>agraph 7,a71 by /rik+ ! p]iod at ! end ( subp>agraph 7,b7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new subp>agraph3 7,c7 reasonable adm9i/rative co/s associat$ ) ! provision ( ! e>n$ income tax cr$it n 9 excess ( #d1jjj1jjj4 4 7b7 ,possessions ) mirror code tax sy/ems ,section #gecj7;b77#a7 is am5d$ by /rik+ plus at ! end ( subp>agraph 7,a71 by /rik+ ! p]iod at ! end ( subp>agraph 7,b7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new subp>agraph3 7,c7 reasonable adm9i/rative co/s associat$ ) ! provision ( ! e>n$ income tax cr$it n 9 excess ( #bjj1jjj4 4 7c7 ,am]ican ,samoa ,section #gecj7;c77#a7 is am5d$ by /rik+ plus at ! end ( subp>agraph 7,a71 by /rik+ ! p]iod at ! end ( subp>agraph 7,b7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new subp>agraph3 7,c7 reasonable adm9i/rative co/s associat$ ) ! provision ( ! e>n$ income tax cr$it n 9 excess ( #bjj1jjj4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to paym5ts made = cal5d> ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #c ,exp&+ ,access to ,heal? ,cov]age & ,l[]+ ,co/s #acgcja4 ,improve af=dability & r$uce premium co/s ( heal? insurance = consum]s 7a7 ,9 g5]al ,section #cf;,b7b77#c77;,a77iii7 is am5d$-- 7#a7 by /rik+ all t prec$es ! table conta9$ !re9 & ins]t+ ! foll[+3 7iii7 ,det]m9+ p]c5tages = #bjba ?r\gh #bjbf 7,i7 ,9 g5]al ,9 ! case ( a taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbj1 & be=e ,janu>y #a1 #bjbf1 ! foll[+ table %all be appli$ 9 lieu ( ! table conta9$ 9 clause 7i73 1 & 7#b7 by add+ at ! end ! foll[+ new subclause3 7,,ii7 ,index+ ,9 ! case ( a taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbj1 & be=e ,janu>y #a1 #bjbg1 clause 7ii7 %all n apply = purposes ( adju/+ premium p]c5tages "u ?is subp>agraph4 4 7b7 ,ext5sion ?r\gh #bjbe ( rule to all[ cr$it to taxpay]s ^: h\sehold income exce$s #djj p]c5t ( ! pov]ty l9e ,section #cf;,b7c77#a77;,e7 is am5d$-- 7#a7 by /rik+ 9 #bjba or #bjbb & ins]t+ aft] ,decemb] #ca1 #bjbj1 & be=e ,janu>y #a1 #bjbf1 & 7#b7 by /rik+ & #bjbb 9 ! head+ !re( & ins]t+ ?r\gh #bjbe4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgcjb4 ,modification ( employ]-sponsor$ cov]age af=dability te/ 9 heal? insurance premium tax cr$it 7a7 ,9 g5]al ,section #cf;,b7c77#b77;,c77i77,,ii7 is am5d$ by ins]t+ 7#h4e p]c5t 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbf7 aft] #i4e p]c5t4 7b7 ,qualifi$ small employ] heal? reimbursem5t arrangem5ts ,section #cf;,b7c77#d77;,c77ii7 is am5d$ by ins]t+ 7#h4e p]c5t 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbf7 aft] #i4e p]c5t4 7c7 ,p]c5tages tempor>ily det]m9$ )\t reg>d to adju/m5ts 7#a7 ,section #cf;,b7c77#b77;,c77iv7 is am5d$ by add+ at ! end ! foll[+3 ,! prec$+ s5t5ce %all n apply 9 ! case ( any plan ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbg44 7#b7 ,section #cf;,b7c77#d77;,f7 is am5d$ by add+ at ! end ! foll[+3 ,! prec$+ s5t5ce %all n apply 9 ! case ( any plan ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbg44 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgcjc4 ,treatm5t ( lump-sum social security b5efits 9 det]m9+ h\sehold income 7a7 ,9 g5]al ,section #cf;,b7d77#b7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,exclusion ( portion ( lump-sum social security b5efits 7i7 ,9 g5]al ,! t]m modifi$ adju/$ gross income %all n include s mu* ( any lump-sum social security b5efit paym5t z is attributable to mon?s end+ be=e ! beg9n+ ( ! taxable ye>4 7ii7 ,lump-sum social security b5efit paym5t ,= purposes ( ?is subp>agraph1 ! t]m lump-sum social security b5efit paym5t means any paym5t ( social security b5efits 7z def9$ 9 section #hf7;d77#a77 :i* con/itutes m ?an #a mon? ( su* b5efits4 7iii7 ,election to include excludable am\nt ,) respect to any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbe1 a taxpay] may elect 7at su* "t & 9 su* mann] z ! ,secret>y may provide7 to h ?is subp>agraph n apply = su* taxable ye>4 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgcjd4 ,tempor>y expansion ( heal? insurance premium tax cr$its = c]ta9 l[-income populations 7a7 ,9 g5]al ,section #cf;,b is am5d$ by r$esignat+ subsection 7h7 z subsection 7i7 & by ins]t+ aft] subsection 7g7 ! foll[+ new subsection3 7h7 ,c]ta9 tempor>y rules beg9n+ 9 #bjbb ,) respect to any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbf-- 7#a7 ,eligibility = cr$it n limit$ bas$ on income ,section #cf;,b7c77#a77;,a7 %all be disreg>d$ 9 det]m9+ :e!r a taxpay] is an applicable taxpay]4 7#b7 ,cr$it all[$ to c]ta9 l[-income employees (f]$ employ]-provid$ cov]age ,subclause 7,,ii7 ( subsection 7c77#b77;,c77i7 %all n apply if ! taxpay]'s h\sehold income does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$4 ,subclause 7,,ii7 ( subsection 7c77#b77;,c77i7 %all also n apply to an individual describ$ 9 ! la/ s5t5ce ( su* subsection if ! taxpay]'s h\sehold income does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$4 7#c7 ,cr$it all[$ to c]ta9 l[-income employees (f]$ qualifi$ small employ] heal? reimbursem5t arrangem5ts ,a qualifi$ small employ] heal? reimbursem5t arrangem5t %all n be treat$ z con/itut+ af=dable cov]age = an employee 7or any sp\se or dep5d5t ( su* employee7 = any mon?s ( a taxable ye> if ! employee's h\sehold income = su* taxable ye> does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$4 7#d7 ,limitations on recapture 7,a7 ,9 g5]al ,9 ! case ( a taxpay] ^: h\sehold income is less ?an #bjj p]c5t ( ! pov]ty l9e = ! size ( ! family involv$ = ! taxable ye>1 ! am\nt ( ! increase "u subsection 7f77#b77;,a7 %all 9 no ev5t exce$ #cjj 7"o-half ( su* am\nt 9 ! case ( a taxpay] ^: tax is det]m9$ "u section #a7;c7 = ! taxable ye>74 7,b7 ,limitation on increase = c]ta9 non-fil]s ,9 ! case ( any taxpay] :o w\ld n be requir$ to file a return ( tax = ! taxable ye> b = any requirem5t to reconcile advance cr$it paym5ts "u subsection 7f71 if an ,ex*ange e/abli%$ "u title ,i ( ! ,pati5t ,protection & ,af=dable ,c>e ,act has det]m9$ t-- 7i7 su* taxpay] is eligible = advance paym5ts "u section #adab ( su* ,act = any portion ( su* taxable ye>1 & 7ii7 su* taxpay]'s h\sehold income = su* taxable ye> is project$ to n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$1 subsection 7f77#b77;,a7 %all n apply to su* taxpay] = su* taxable ye> & su* taxpay] %all n be requir$ to file su* return ( tax4 7,c7 ,in=mation provid$ by ,ex*ange ,! in=mation requir$ to be provid$ by an ,ex*ange to ! ,secret>y & to ! taxpay] "u subsection 7f77#c7 %all include su* in=mation z is necess>y to det]m9e :e!r su* ,ex*ange has made ! det]m9ations describ$ 9 clauses 7i7 & 7ii7 ( subp>agraph 7,b7 ) respect to su* taxpay]4 4 7b7 ,employ] %>$ responsibility provision n applicable ) respect to c]ta9 l[-income taxpay]s receiv+ premium assi/ance ,section #dihj;,h7c77#c7 is am5d$ to read z foll[s3 7#c7 ,applicable premium tax cr$it & co/-%>+ r$uction 7,a7 ,9 g5]al ,! t]m applicable premium tax cr$it & co/-%>+ r$uction means-- 7i7 any premium tax cr$it all[$ "u section #cf;,b1 7ii7 any co/-%>+ r$uction "u section #adjb ( ! ,pati5t ,protection & ,af=dable ,c>e ,act1 & 7iii7 any advance paym5t ( su* cr$it or r$uction "u section #adab ( su* ,act4 7,b7 ,exception ) respect to c]ta9 l[-income taxpay]s ,su* t]m %all n include any premium tax cr$it1 co/-%>+ r$uction1 or advance paym5t o!rwise describ$ 9 subp>agraph 7,a7 if su* cr$it1 r$uction1 or paym5t is all[$ or paid = a taxable ye> ( an employee 7beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbf7 ) respect to :i*-- 7i7 an ,ex*ange e/abli%$ "u title ,i ( ! ,pati5t ,protection & ,af=dable ,c>e ,act has det]m9$ t su* employee's h\sehold income = su* taxable ye> is project$ to n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$1 or 7ii7 su* employee's h\sehold income = su* taxable ye> does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgcje4 ,special rule = individuals receiv+ unemploym5t comp5sation 7a7 ,ext5sion ,section #cf;,b7g77#a7 is am5d$ by /rik+ dur+ #bjba1 & ins]t+ aft] ,decemb] #ca1 #bjbj1 & be=e ,janu>y #a1 #bjbc14 7b7 ,modification ( income n tak5 into acc\nt ,section #cf;,b7g77#a77;,b7 is am5d$ by /rik+ #acc p]c5t & ins]t+ #aej p]c5t 7#acc p]c5t 9 ! case ( any week beg9n+ dur+ #bjba74 7c7 ,con=m+ am5dm5t ,section #cf;,b7g7 by ins]t+ ?r\gh #bjbb aft] #bjba 9 ! head+ !re(4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgcjf4 ,p]man5t cr$it = heal? insurance co/s 7a7 ,9 g5]al ,subp>agraph 7,b7 ( section #ce7;b77#a7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ 1 & be=e ,janu>y #a1 #bjbb & ins]t+ a p]iod4 7b7 ,increase 9 cr$it p]c5tage ,subsection 7a7 ( section #ce ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ #gb4e p]c5t & ins]t+ #hj p]c5t4 7c7 ,con=m+ am5dm5ts ,subsections 7b7 & 7e77#a7 ( section #gebg ( ! ,int]nal ,rev5ue ,code ( #aihf are ea* am5d$ by /rik+ #gb4e p]c5t & ins]t+ #hj p]c5t4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to cov]age mon?s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgcjg4 ,exclusion ( c]ta9 dep5d5t income = purposes ( premium tax cr$it 7a7 ,9 g5]al ,p>agraph 7#b7 ( section #cf;,b7d7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 z am5d$ by ?is ,act1 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,exception = c]ta9 dep5d5t income 7i7 ,9 g5]al ,solely = purposes ( det]m9+ ! cr$it "u ?is section & eligibility = co/ %>+ r$uctions "u section #adjb ( ! ,pati5t ,protection & ,af=dable ,c>e ,act1 & n = any o!r purpose 7includ+ any det]m9ation ( income = purposes ( ! programs e/abli%$ "u titles ,,xix & ,,xxi ( ! ,social ,security ,act & section #acca ( ! ,pati5t ,protection & ,af=dable ,c>e ,act71 !re %all n be tak5 into acc\nt "u subp>agraph 7,a77ii7 ! modifi$ adju/$ gross income ( any dep5d5t ( ! taxpay] :o has n atta9$ age #bd z ( ! la/ day ( ! cal5d> ye> 9 :i* ! taxable ye> ( ! taxpay] beg9s4 7ii7 ,limitation ,clause 7i7 %all n apply to s mu* ( ! aggregate ( ! modifi$ adju/$ gross income ( all dep5d5ts ( ! taxpay] :o h n atta9$ ! age describ$ 9 su* clause z exce$s #c1ejj4 7iii7 ,election to h subp>agraph n apply ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbe1 a taxpay] may elect 7at su* "t & 9 su* mann] z ! ,secret>y may provide7 to h ?is subp>agraph n apply ) respect to ! income ( any dep5d5t ( ! taxpay] = su* taxable ye>4 7iv7 ,adju/m5t = inflation ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbc1 ! #c1ejj am\nt 9 clause 7ii7 %all be increas$ by an am\nt equal to-- 7,i7 su* am\nt1 multipli$ by 7,,ii7 ! co/-(-liv+ adju/m5t det]m9$ "u section #a7;f77#c7 = ! cal5d> ye> 9 :i* ! taxable ye> beg9s1 det]m9$ by sub/itut+ cal5d> ye> #bjbb = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 ,if any increase det]m9$ "u ! prec$+ s5t5ce is n a multiple ( #ajj1 su* increase %all be r\nd$ to ! next l[e/ multiple ( #ajj4 7v7 ,t]m9ation ,?is subp>agraph %all n apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbf4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,clause 7ii7 ( section #cf;,b7d77#b77;,a7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by ins]t+ 1 except z provid$ 9 subp>agraph 7,d71 aft] individuals4 7#b7 ,p>agraph 7#c7 ( section #adaa7;b7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjha7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,in=mation reg>d+ c]ta9 dep5d5ts ,9 ! case ( taxable ye>s beg9n+ be=e ,janu>y #a1 #bjbg1 in=mation reg>d+ :e!r section #cf;,b7d77#b77;,d7 w apply to any individuals tak5 into acc\nt z memb]s ( ! h\sehold ( ! enrollee1 & ! am\nt ( income ( ea* su* individual = ! taxable ye> describ$ 9 subp>agraph 7,a74 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 #acgcjh4 ,requirem5ts ) respect to co/-%>+ = c]ta9 insul9 products 7a7 ,9 g5]al ,sub*apt] ,b ( *apt] #ajj is am5d$ by add+ at ! end ! foll[+ new section3 #ihbf4 ,requirem5ts ) respect to co/-%>+ = c]ta9 insul9 products 7a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 a gr\p heal? plan %all provide cov]age ( select$ insul9 products1 & ) respect to su* products1 %all n-- 7#a7 apply any d$uctible2 or 7#b7 impose any co/-%>+ 9 excess ( ! less] (1 p] #cj-;day supply-- 7,a7 #ce2 or 7,b7 ! am\nt equal to #be p]c5t ( ! negotiat$ price ( ! select$ insul9 product net ( all price concessions receiv$ by or on behalf ( ! plan1 includ+ price concessions receiv$ by or on behalf ( ?ird-p>ty entities provid+ s]vices to ! plan1 su* z ph>macy b5efit managem5t s]vices4 7b7 ,def9itions ,9 ?is section3 7#a7 ,select$ insul9 products ,! t]m select$ insul9 products means at lea/ "o ( ea* dosage =m 7su* z vial1 pump1 or inhal] dosage =ms7 ( ea* diff]5t type 7su* z rapid-act+1 %ort-act+1 int]m$iate-act+1 long-act+1 ultra long-act+1 & premix$7 ( insul9 7z def9$ bel[71 :5 available1 z select$ by ! gr\p heal? plan4 7#b7 ,insul9 def9$ ,! t]m insul9 means insul9 t is lic5s$ "u subsection 7a7 or 7k7 ( section #cea ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bfb7 & cont9ues to be m>ket$ "u su* section1 includ+ any insul9 product t has be5 deem$ to be lic5s$ "u section #cea7;a7 ( su* ,act pursuant to section #gjjb7;e77#d7 ( ! ,biologics ,price ,competition & ,innovation ,act ( #bjji 7,public ,law #aaa-adh7 & cont9ues to be m>ket$ pursuant to su* lic5sure4 7c7 ,out-(-network provid]s ,no?+ 9 ?is section requires a plan t has a network ( provid]s to provide b5efits = select$ insul9 products describ$ 9 ?is section t are deliv]$ by an out-(-network provid]1 or precludes a plan t has a network ( provid]s f impos+ high] co/-%>+ ?an ! levels specifi$ 9 subsection 7a7 = select$ insul9 products describ$ 9 ?is section t are deliv]$ by an out-(-network provid]4 7d7 ,rule ( con/ruction ,subsection 7a7 %all n be con/ru$ to require cov]age (1 or prev5t a gr\p heal? plan f impos+ co/-%>+ o!r ?an ! levels specifi$ 9 subsection 7a7 on1 insul9 products t are n select$ insul9 products1 to ! ext5t t su* cov]age is n o!rwise requir$ & su* co/-%>+ is o!rwise p]mitt$ "u ,f$]al & applicable ,/ate law4 7e7 ,application ( co/-%>+ t[>ds d$uctibles & out-(-pocket maximums ,any co/-%>+ paym5ts made pursuant to subsection 7a77#b7 %all be c\nt$ t[>d any d$uctible or out-(-pocket maximum t applies "u ! plan4 4 7b7 ,cl]ical am5dm5t ,! table ( sections = sub*apt] ,b ( *apt] #ajj is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #ihbf4 ,requirem5ts ) respect to co/-%>+ = c]ta9 insul9 products4 4 #acgcji4 ,ov]sight ( ph>macy b5efit manag] s]vices 7a7 ,9 g5]al ,sub*apt] ,b ( *apt] #ajj ( ! ,int]nal ,rev5ue ,code ( #aihf1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is fur!r am5d$ by add+ at ! end ! foll[+3 #ihbg4 ,ov]sight ( ph>macy b5efit manag] s]vices 7a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 a gr\p heal? plan or an entity or subsidi>y provid+ ph>macy b5efits managem5t s]vices on behalf ( su* a plan %all n ent] into a contract ) a drug manufactur]1 di/ributor1 :olesal]1 subcontractor1 rebate aggregator1 or any associat$ ?ird p>ty t limits ! disclosure ( in=mation to plan sponsors 9 su* a mann] t prev5ts ! plan1 or an entity or subsidi>y provid+ ph>macy b5efits managem5t s]vices on behalf ( a plan1 f mak+ ! reports describ$ 9 subsection 7b74 7b7 ,reports 7#a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 n less frequ5tly ?an once e #f mon?s1 an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan %all submit to ! plan sponsor 7z def9$ 9 section #c7af77;,b7 ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd7 ( su* gr\p heal? plan a report 9 accordance ) ?is subsection & make su* report available to ! plan sponsor 9 a ma*9e-readable =mat4 ,ea* su* report %all include1 ) respect to ! applicable gr\p heal? plan-- 7,a7 z applicable1 in=mation collect$ f drug manufactur]s by su* entity on ! total am\nt ( copaym5t assi/ance doll>s paid1 or copaym5t c>ds appli$1 t 7 fund$ by ! drug manufactur] ) respect to ! p>ticipants & b5efici>ies 9 su* plan2 7,b7 a li/ ( ea* drug cov]$ by su* plan or entity provid+ ph>macy b5efit managem5t s]vices t 0 disp5s$ dur+ ! report+ p]iod1 includ+1 ) respect to ea* su* drug dur+ ! report+ p]iod-- 7i7 ! br& "n1 *emical entity1 & ,national ,drug ,code2 7ii7 ! numb] ( p>ticipants & b5efici>ies = :om ! drug 0 fill$ dur+ ! plan ye>1 ! total numb] ( prescription fills = ! drug 7includ+ orig9al prescriptions & refills71 & ! total numb] ( dosage units ( ! drug disp5s$ across ! plan ye>1 includ+ :e!r ! disp5s+ *annel 0 by retail1 mail ord]1 or specialty ph>macy2 7iii7 ! :olesale acquisition co/1 li/$ z co/ p] days supply & co/ p] pill1 or 9 ! case ( a drug 9 ano!r =m1 p] dose2 7iv7 ! total out-(-pocket sp5d+ by p>ticipants & b5efici>ies on su* drug1 includ+ p>ticipant & b5efici>y sp5d+ ?r\gh copaym5ts1 co9surance1 & d$uctibles2 & 7v7 = any drug = :i* gross sp5d+ ( ! gr\p heal? plan exce$$ #aj1jjj dur+ ! report+ p]iod-- 7,i7 a li/ ( all o!r drugs 9 ! same !rapeutic category or class1 includ+ br& "n drugs & biological products & g5]ic drugs or biosimil> biological products t are 9 ! same !rapeutic category or class z su* drug2 & 7,,ii7 ! rationale = pref]r$ =mul>y placem5t ( su* drug 9 t !rapeutic category or class2 7,c7 a li/ ( ea* !rapeutic category or class ( drugs t 7 disp5s$ "u ! heal? plan dur+ ! report+ p]iod1 &1 ) respect to ea* su* !rapeutic category or class ( drugs1 dur+ ! report+ p]iod-- 7i7 total gross sp5d+ by ! plan1 be=e manufactur] rebates1 fees1 or o!r manufactur] remun]ation2 7ii7 ! numb] ( p>ticipants & b5efici>ies :o fill$ a prescription = a drug 9 t category or class2 7iii7 if applicable to t category or class1 a description ( ! =mul>y ti]s & utilization me*anisms 7su* z prior au?orization or /ep !rapy7 employ$ = drugs 9 t category or class2 7iv7 ! total out-(-pocket sp5d+ by p>ticipants & b5efici>ies1 includ+ p>ticipant & b5efici>y sp5d+ ?r\gh copaym5ts1 co9surance1 & d$uctibles2 & 7v7 = ea* !rapeutic category or class "u :i* #c or m drugs are includ$ on ! =mul>y ( su* plan-- 7,i7 ! am\nt receiv$1 or expect$ to be receiv$1 f drug manufactur]s 9 rebates1 fees1 alt]native disc\nts1 or o!r remun]ation-- 7aa7 to be paid by drug manufactur]s = claims incurr$ dur+ ! report+ p]iod2 or 7bb7 t is relat$ to utilization ( drugs1 9 su* !rapeutic category or class2 7,,ii7 ! total net sp5d+1 aft] d$uct+ rebates1 price concessions1 alt]native disc\nts or o!r remun]ation f drug manufactur]s1 by ! heal? plan on t category or class ( drugs2 & 7,,iii7 ! net price p] c\rse ( treatm5t or s+le fill1 su* z a #cj-;day supply or #ij-;day supply1 incurr$ by ! heal? plan & its p>ticipants & b5efici>ies1 aft] manufactur] rebates1 fees1 & o!r remun]ation = drugs disp5s$ )9 su* !rapeutic category or class dur+ ! report+ p]iod2 7,d7 total gross sp5d+ on prescription drugs by ! plan dur+ ! report+ p]iod1 be=e rebates & o!r manufactur] fees or remun]ation2 7,e7 total am\nt receiv$1 or expect$ to be receiv$1 by ! heal? plan 9 drug manufactur] rebates1 fees1 alt]native disc\nts1 & all o!r remun]ation receiv$ f ! manufactur] or any ?ird p>ty1 o!r ?an ! plan sponsor1 relat$ to utilization ( drug or drug sp5d+ "u t heal? plan dur+ ! report+ p]iod2 7,f7 ! total net sp5d+ on prescription drugs by ! heal? plan dur+ ! report+ p]iod2 & 7,g7 am\nts paid directly or indirectly 9 rebates1 fees1 or any o!r type ( remun]ation to brok]s1 consultants1 advisors1 or any o!r individual or firm :o ref]r$ ! gr\p heal? plan's bus9ess to ! ph>macy b5efit manag]4 7#b7 ,privacy requirem5ts ,entities provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan %all provide in=mation "u p>agraph 7#a7 9 a mann] consi/5t ) ! privacy1 security1 & brea* notification regulations promulgat$ "u section #bfd7;c7 ( ! ,heal? ,insurance ,portability & ,acc\ntability ,act ( #aiif1 & %all re/rict ! use & disclosure ( su* in=mation accord+ to su* privacy regulations4 7#c7 ,disclosure & r$isclosure 7,a7 ,limitation to bus9ess associates ,a gr\p heal? plan receiv+ a report "u p>agraph 7#a7 may disclose su* in=mation only to bus9ess associates ( su* plan z def9$ 9 section #afj4ajc ( title #de1 ,code ( ,f$]al ,regulations 7or successor regulations74 7,b7 ,cl>ification reg>d+ public disclosure ( in=mation ,no?+ 9 ?is section prev5ts an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan f plac+ reasonable re/rictions on ! public disclosure ( ! in=mation conta9$ 9 a report describ$ 9 p>agraph 7#a71 except t su* entity may n re/rict disclosure ( su* report to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 ! ,dep>tm5t ( ,labor1 or ! ,dep>tm5t ( ! ,treasury4 7,c7 ,limit$ =m ( report ,! ,secret>y %all def9e ?r\gh rulemak+ a limit$ =m ( ! report "u p>agraph 7#a7 requir$ ( plan sponsors :o are drug manufactur]s1 drug :olesal]s1 or o!r direct p>ticipants 9 ! drug supply *a91 9 ord] to prev5t anti-competitive behavior4 7#d7 ,report to ,,gao ,an entity provid+ ph>macy b5efits managem5t s]vices on behalf ( a gr\p heal? plan %all submit to ! ,comptroll] ,g5]al ( ! ,unit$ ,/ates ea* ( ! fir/ #d reports submitt$ to a plan sponsor "u p>agraph 7#a7 ) respect to su* plan1 & o!r su* reports z reque/$1 9 accordance ) ! privacy requirem5ts "u p>agraph 7#b7 & ! disclosure & r$isclosure /&>ds "u p>agraph 7#c71 & su* o!r in=mation t ! ,comptroll] ,g5]al det]m9es necess>y to c>ry out ! /udy "u section #cjfjf7;b7 ( an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 7c7 ,en=cem5t 7#a7 ,9 g5]al ,! ,secret>y1 9 consultation ) ! ,secret>y ( ,labor & ! ,secret>y ( ,heal? & ,human ,s]vices1 %all en=ce ?is section4 7#b7 ,failure to provide timely in=mation ,an entity provid+ ph>macy b5efit managem5t s]vices t violates subsection 7a7 or fails to provide in=mation requir$ "u subsection 7b71 or a drug manufactur] t fails to provide in=mation "u subsection 7b77#a77;,a7 9 a timely mann]1 %all be subject to a civil monet>y p5alty 9 ! am\nt ( #aj1jjj = ea* day dur+ :i* su* violation cont9ues or su* in=mation is n disclos$ or report$4 7#c7 ,false in=mation ,an entity provid+ ph>macy b5efit managem5t s]vices1 or drug manufactur] t kn[+ly provides false in=mation "u ?is section %all be subject to a civil money p5alty 9 an am\nt n to exce$ #ajj1jjj = ea* item ( false in=mation4 ,su* civil money p5alty %all be 9 addition to o!r p5alties z may be prescrib$ by law4 7#d7 ,proc$ure ,! provisions ( section #aabh;,a ( ! ,social ,security ,act1 o!r ?an subsection 7a7 & 7b7 & ! fir/ s5t5ce ( subsection 7c77#a7 ( su* section %all apply to civil monet>y p5alties "u ?is subsection 9 ! same mann] z su* provisions apply to a p5alty or proce$+ "u section #aabh;,a ( ! ,social ,security ,act4 7#e7 ,waiv]s ,! ,secret>y may waive p5alties "u p>agraph 7#b71 or ext5d ! p]iod ( "t = compliance ) a requirem5t ( ?is section1 = an entity 9 violation ( ?is section t has made a good-fai? ef=t to comply ) ?is section4 7d7 ,rule ( con/ruction ,no?+ 9 ?is section %all be con/ru$ to p]mit a gr\p heal? plan or o!r entity to re/rict disclosure to1 or o!rwise limit ! access (1 ! ,dep>tm5t ( ! ,treasury to a report describ$ 9 subsection 7b77#a7 or in=mation relat$ to compliance ) subsection 7a7 by su* plan or entity4 7e7 ,def9ition ,9 ?is section1 ! t]m :olesale acquisition co/ has ! mean+ giv5 su* t]m 9 section #ahdg;,a7c77#f77;,b7 ( ! ,social ,security ,act4 4 7b7 ,cl]ical am5dm5t ,! table ( sections = sub*apt] ,b ( *apt] #ajj ( ! ,int]nal ,rev5ue ,code ( #aihf1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is fur!r am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #ihbg4 ,ov]sight ( ph>macy b5efit manag] s]vices4 4 #d ,pa?way to ,practice ,tra9+ ,programs #acgdja4 ,adm9i/rative fund+ ( ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,programs = ,po/-,baccalaureate ,/ud5ts1 ,m$ical ,/ud5ts1 & ,m$ical ,resid5ts ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #f1jjj1jjj to rema9 available until ,septemb] #cj1 #bjca1 9 addition to am\nts o!rwise available1 to c>ry out ! adm9i/ration ( ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,program = ,po/-,baccalaureate & ,m$ical ,/ud5ts "u section #ahii;,c ( su* ,act 7#db ,u4,s4,c4 #aciemmm7 & ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,programs = ,m$ical ,resid5ts "u section #ahhf7;h77#d77;,h77vii7 ( su* ,act 7#db ,u4,s4,c4 #acieww7h77#d77;,h77vii774 ,am\nts transf]r$ "u ! prec$+ s5t5ce %all rema9 available until exp5d$4 #acgdjb4 ,e/abli%+ ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,programs = ,po/-,baccalaureate ,/ud5ts & ,m$ical ,/ud5ts 7a7 ,program 7#a7 ,9 g5]al ,title ,,xviii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie et seq47 is am5d$ by add+ at ! end ! foll[+ new section3 #ahii;,c4 ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,program = ,po/-,baccalaureate & ,m$ical ,/ud5ts 7a7 ,9 g5]al ,n lat] ?an ,octob] #a1 #bjbc1 ! ,secret>y %all1 subject to ! succe$+ provisions ( ?is section1 c>ry out ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,program = ,po/-,baccalaureate & ,m$ical ,/ud5ts 79 ?is section1 ref]r$ to z ! ,program7 "u :i* ! ,secret>y aw>ds ,pa?way to ,practice m$ical s*ol>%ip v\*]s to qualify+ /ud5ts describ$ 9 subsection 7b7 = ! purpose ( increas+ ! numb] ( physicians practic+ 9 rural & und]s]v$ communities4 7b7 ,qualify+ /ud5t describ$ ,= purposes ( ?is section1 a qualify+ /ud5t describ$ 9 ?is subsection is an individual :o-- 7#a7 atte/s he or %e-- 7,a7 is or w be a fir/-g5]ation /ud5t ( a #d-ye> college1 graduate s*ool1 or pr(essional s*ool2 7,b7 0 a ,pell ,grant recipi5t2 or 7,c7 liv$ 9 a m$ically und]s]v$ area1 rural area1 or heal? pr(essional %ortage area = a p]iod ( #d or m ye>s prior to att5d+ an und]graduate program2 7#b7 has accept$ enrollm5t 9-- 7,a7 a po/-baccalaureate program t is n m ?an #b ye>s & int5ds to enroll 9 a qualify+ m$ical s*ool )9 #b ye>s aft] completion ( su* program2 or 7,b7 a qualify+ m$ical s*ool2 7#c7 w practice m$ic9e 9 a heal? pr(essional %ortage area1 m$ically und]s]v$ area1 public hospital1 rural area1 or z requir$ "u subsection 7d77#e72 & 7#d7 submits an application & a sign$ copy ( ! agreem5t describ$ "u subsection 7c74 7c7 ,applications 7#a7 ,9 g5]al ,to be eligible to receive a ,pa?way to ,practice m$ical s*ol>%ip v\*] "u ?is section1 a qualify+ /ud5t describ$ 9 subsection 7b7 %all submit to ! ,secret>y an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may require4 7#b7 ,in=mation to be includ$ ,z a "p ( ! application describ$ 9 p>agraph 7#a71 ! ,secret>y %all include a notice ( ! items :i* are requir$ to be agre$ to "u subsection 7d77#e7 = ! purpose ( notify+ ! qualify+ /ud5t ( ! t]ms ( ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,program = ,po/-,baccalaureate & ,m$ical ,/ud5ts4 7d7 ,pa?way to ,practice m$ical s*ol>%ip v\*] details 7#a7 ,numb] ,on an annual basis1 ! ,secret>y %all aw>d a ,pa?way to ,practice m$ical s*ol>%ip v\*] "u ! ,program to #a1jjj qualify+ /ud5ts describ$ 9 subsection 7b74 7#b7 ,prioritization crit]ia ,9 det]m9+ :e!r to aw>d a ,pa?way to ,practice m$ical s*ol>%ip v\*] "u ! ,program to qualify+ /ud5ts describ$ 9 subsection 7b71 ! ,secret>y %all prioritize applications f any su* /ud5t :o atte/s t he or %e-- 7,a7 0 a p>ticipant 9 ! ,heal? ,res\rces & ,s]vices ,adm9i/ration ,heal? ,c>e]s ,opportunity ,program1 ,c5t]s ( ,excell5ce ,program1 or an ,area ,heal? ,education ,c5t] program2 7,b7 is a disadvantag$ /ud5t 7z def9$ by ! ,national ,heal? ,s]vice ,corps ( ! ,heal? ,res\rces ,s]vices ,adm9i/ration ( ! ,dep>tm5t ( ,heal? & ,human ,s]vices72 or 7,c7 att5d$ a hi/orically black college or o!r m9ority s]v+ in/itution 7z def9$ 9 section #ajfgq ( title #bj1 ,unit$ ,/ates ,code74 7#c7 ,duration ,ea* ,pa?way to ,practice m$ical s*ol>%ip v\*] aw>d$ to a qualify+ /ud5t pursuant to p>agraph 7#a7 %all be s aw>d$ to su* a /ud5t on an annual basis = ea* ye> ( enrollm5t 9 a po/-baccalaureate program & a qualify+ m$ical s*ool 7z appropriate74 7#d7 ,am\nt ,subject to p>agraph 7#e71 ea* ,pa?way to ,practice m$ical s*ol>%ip v\*] aw>d$ "u ! ,program %all include am\nts =-- 7,a7 tuition2 7,b7 academic fees 7z det]m9$ by ! qualify+ m$ical s*ool72 7,c7 requir$ textbooks & equipm5t2 7,d7 a mon?ly /ip5d equal to ! am\nt provid$ = individuals "u ! heal? pr(essions s*ol>%ip & f9ancial assi/ance program = active s]vice /ip5d mon?ly rate2 & 7,e7 any o!r educational exp5ses normally incurr$ by /ud5ts at ! po/-baccalaureate program or qualify+ m$ical s*ool 7z appropriate74 7#e7 ,requir$ agreem5t ,no am\nts "u p>agraph 7#d7 may be provid$ to a qualify+ /ud5t aw>d$ a ,pa?way to ,practice m$ical s*ol>%ip v\*] "u ! ,program unless ! qualify+ /ud5t submits to ! ,secret>y an agreem5t to-- 7,a7 complete a po/-baccalaureate program t is n m ?an #b ye>s 7if applicable pursuant to ! option "u subsection 7b77#b77;,a772 7,b7 graduate f a qualify+ m$ical s*ool2 7,c7 complete a resid5cy program 9 an approv$ resid5cy tra9+ program 7z def9$ 9 section #ahhf7;h77#e77;,a772 7,d7 complete an initial resid5cy p]iod or ! p]iod ( bo>d eligibility2 7,e7 practice m$ic9e = at lea/ ! numb] ( ye>s ( ! ,pa?way to ,practice m$ical s*ol>%ip v\*] aw>d$ "u p>agraph 7#b7 aft] a resid5cy program 9 a heal? pr(essional %ortage area1 a m$ically und]s]v$ area1 a public hospital1 or a rural area1 & dur+ su* p]iod annually submit docum5tation ) respect to :e!r ! qualify+ /ud5t practices m$ic9e 9 su* an area & :]e2 7,f7 = ! purpose ( det]m9+ compliance ) subp>agraph 7,e71 n lat] ?an #ahj days aft] ! date on :i* qualify+ /ud5t completes a resid5cy program1 provide to ! ,secret>y in=mation ) respect to :]e ! qualify+ /ud5t is practic+ m$ic9e foll[+ ! p]iod describ$ 9 su* subp>agraph2 7,g7 except 9 ! case ( a waiv] = h>d%ip pursuant to section #ahib7;f77#c71 be liable to ! ,unit$ ,/ates pursuant to section #ahib = any am\nts receiv$ "u ?is ,program t is det]m9$ a pa/-due obligation "u subsection 7b77#c7 ( su* section 9 ! case qualify+ /ud5t fails to complete all ( ! requirem5ts ( ?is agreem5t "u ?is subsection2 & 7,h7 = ! purpose ( det]m9+ ! am\nt ( ,pa?way to ,practice m$ical s*ol>%ip v\*]s paid or incurr$ by a qualify+ m$ical s*ool or any provid] ( a po/-baccalaureate program ref]r$ to 9 subsection 7b77#b77;,a7 = ! co/s ( ea* item specifi$ "u p>agraph 7#d71 cons5t to any p]sonally id5tify+ in=mation be+ %>$ ) ! ,secret>y ( ! ,treasury4 7#f7 ,responsibilities ( p>ticipat+ educational in/itutions ,ea* annual aw>d ( an am\nt ( ,pa?way to ,practice m$ical s*ol>%ip v\*] "u p>agraph 7#b7 %all be made ) respect to a specific qualify+ m$ical s*ool or to a po/-baccalaureate program t is n m ?an #b ye>s & su* s*ool or program %all 7z a condition (1 & prior to1 su* aw>d be+ made ) respect to su* s*ool or program7-- 7,a7 submit to ! ,secret>y su* in=mation z ! ,secret>y may require to det]m9e ! am\nt ( su* aw>d on ! basis ( ! co/s ( ! items specifi$ "u p>agraph 7#d7 7except = subp>agraph 7,d77 ) respect to su* s*ool or program1 & 7,b7 ent] into an agreem5t ) ! ,secret>y "u :i* su* s*ool or program w v]ify 79 su* mann] z ! ,secret>y may provide7 t am\nts paid by su* s*ool or program to ! qualify+ /ud5t are us$ = su* co/s4 7e7 ,def9itions ,9 ?is section3 7#a7 ,heal? pr(essional %ortage area ,! team heal? pr(essional %ortage area has ! mean+ giv5 su* t]m 9 subp>agraphs 7,a7 or 7,b7 ( section #ccb7;a77#a7 ( ! ,public ,heal? ,s]vice ,act4 7#b7 ,initial resid5cy p]iod ,! t]m initial resid5cy p]iod has ! mean+ giv5 su* t]m 9 section #ahhf7;h77#e77;,f74 7#c7 ,m$ically und]s]v$ area ,! t]m m$ically und]s]v$ area means an area designat$ pursuant to section #ccj7;b77#c77;,a7 ( ! ,public ,heal? ,s]vice ,act4 7#d7 ,pell ,grant recipi5t ,! t]m ,pell ,grant recipi5t has ! mean+ giv5 su* t]m 9 section #cbb7c7 ( ! ,high] ,education ,act ( #aife4 7#e7 ,p]iod ( bo>d eligibility ,! t]m p]iod ( bo>d eligibility has ! mean+ giv5 su* t]m 9 section #ahhf7;h77#e77;,g74 7#f7 ,qualify+ m$ical s*ool ,! t]m qualify+ m$ical s*ool means a s*ool ( m$ic9e accr$it$ by ! ,liaison ,committee on ,m$ical ,education ( ! ,am]ican ,m$ical ,association & ! ,association ( ,am]ican ,m$ical ,colleges 7or approv$ by su* ,committee z meet+ ! /&>ds necess>y = su* accr$itation7 or a s*ool ( o/eopa?y accr$it$ by ! ,am]ican ,o/eopa?ic ,association1 or approv$ by su* ,association z meet+ ! /&>ds necess>y = su* accr$itation :i*-- 7,a7 = ea* academic ye>1 enrolls at lea/ #aj qualify+ /ud5ts :o are 9 enroll$ 9 su* a s*ool2 7,b7 requires qualify+ /ud5ts to enroll 9 didactic c\rsework & cl9ical exp]i5ce applicable to practic+ m$ic9e 9 heal? pr(essional %ortage areas1 m$ically und]s]v$ areas1 or rural areas1 includ+-- 7i7 cl9ical rotations 9 su* areas 9 applicable specialties 7z applicable & z available72 7ii7 c\rsework or tra9+ exp]i5ces focus$ on m$ical issues preval5t 9 su* areas & cultural or /ructural compet5cy2 & 7,c7 is locat$ 9 a ,/ate 7z def9$ 9 section #baj7;h774 7#g7 ,rural area ,! t]m rural area has ! mean+ giv5 su* t]m 9 section #ahhf7;d77#b77;,d74 7f7 ,p5alty = false in=mation ,any p]son :o kn[+ly & willfully obta9s by fraud1 false /atem5t1 or =g]y1 or fails to refund any funds1 assets1 or prop]ty provid$ "u ?is section or attempts to s obta9 by fraud1 false /atem5t or =g]y1 or fail to refund any funds1 assets1 or prop]ty1 receiv$ pursuant to ?is section %all be f9$ n m ?an #bj1jjj or imprison$ = n m ?an #e ye>s1 or bo?4 4 7#b7 ,agreem5ts ,section #ahib ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie;ccc7 is am5d$-- 7,a7 9 subsection 7a77#a77;,a7-- 7i7 by /rik+ 1 or ! & ins]t+ 1 !2 & 7ii7 by ins]t+ or ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,program = ,po/- ,baccalaureate & ,m$ical ,/ud5ts "u section #ahii;,c be=e 1 owes a pa/-due obligation2 7,b7 9 subsection 7b7-- 7i7 9 p>agraph 7#a71 by /rik+ at ! end or2 7ii7 9 p>agraph 7#b71 by /rik+ ! p]iod at ! end & ins]t+ 2 or2 & 7iii7 by add+ ! end ! foll[+ new p>agraph3 7#c7 subject to subsection 7f71 ow$ by an individual to ! ,unit$ ,/ates by brea* ( an agreem5t "u section #ahii;,c7c7 & :i* paym5t has n be5 paid by ! individual = any am\nts receiv$ "u ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,program = ,po/-,baccalaureate & ,m$ical ,/ud5ts 7& accru$ int]e/ det]m9$ 9 accordance ) subsection 7f77#d77 9 ! case su* individual fails to complete ! requirem5ts ( su* agreem5t4 2 & 7,c7 by add+ at ! end ! foll[+ new subsection3 7f7 ,au?orities ) respect to ! collection "u ! ,pa?way to ,practice ,tra9+ ,program ,! ,secret>y-- 7#a7 %all require paym5t to ! ,unit$ ,/ates = any am\nt ( damages t ! ,unit$ ,/ates is entitl$ to recov] "u subsection 7b77#c71 )9 ! #e-ye> p]iod beg9n+ on ! date an eligible individual fails to complete ! requirem5ts ( su* agreem5t "u section #ahii;,c7d77#e7 7or su* long] p]iod beg9n+ on su* date z specifi$ by ! ,secret>y71 & any su* am\nts n paid )9 su* p]iod %all be subject to collection ?r\gh d$uctions 9 ,m$ic>e paym5ts pursuant to subsection 7e72 7#b7 %all all[ paym5ts describ$ 9 p>agraph 7#a7 to be paid 9 in/allm5ts ov] su* #e-ye> p]iod1 :i* %all accrue int]e/ 9 an am\nt det]m9$ pursuant to p>agraph 7#e72 7#c7 %all waive ! requirem5t = an individual to pay a pa/-due obligation "u subsection 7b77#c7 9 ! case ( h>d%ip 7z det]m9$ by ! ,secret>y72 7#d7 %all n disclose any pa/-due obligation "u subsection 7b77#c7 t is ow$ to ! ,unit$ ,/ates to any cr$it report+ ag5cy t ! ,unit$ ,/ates entitl$ to be recov]$ ! ,unit$ ,/ates "u ?is section2 & 7#e7 %all make a f9al det]m9ation ( :e!r ! am\nt ( paym5t "u section #ahii;,c made to a qualify+ /ud5t 7z describ$ 9 subsection 7b7 ( su* section7 0 9 excess ( or less ?an ! am\nt ( paym5t t is due1 & paym5t ( su* excess or deficit is n made 7or effect$ by (fset7 )9 #ij days ( ! date ( ! det]m9ation1 & int]e/ %all accrue on ! balance ( su* excess or deficit n paid or (fset 7to ! ext5t t ! balance is ow$ by or ow+ to ! provid]7 at a rate det]m9$ 9 accordance ) ! regulations ( ! ,secret>y ( ! ,treasury applicable to *>ges = late paym5ts4 4 #acgdjc4 ,fund+ = ! rural & und]s]v$ pa?way to practice tra9+ programs = po/-baccalaureate /ud5ts & m$ical /ud5ts 7a7 ,9 g5]al ,subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a ( ! ,int]nal ,rev5ue ,code ( #aihf1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ aft] section #cf;,f ! foll[+ new section3 #cf;,g4 ,pa?way to ,practice m$ical s*ol>%ip v\*] cr$it 7a7 ,9 g5]al ,9 ! case ( a qualifi$ educational in/itution1 !re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is subtitle = any taxable ye> an am\nt equal to ! aggregate am\nt paid or incurr$ by su* in/itution dur+ su* taxable ye> pursuant to any ,pa?way to ,practice m$ical s*ol>%ip v\*] aw>d$ to a qualify+ /ud5t ) respect to su* in/itution4 7b7 ,det]m9ation ( am\nts paid pursuant to qualifi$ s*ol>%ip v\*]s1 etc ,= purposes ( ?is section-- 7#a7 an am\nt %all be treat$ z paid or incurr$ pursuant to an annual aw>d ( a ,pa?way to ,practice m$ical s*ol>%ip v\*] only if su* am\nt is paid or incurr$ 9 reimbursem5t1 or anticipation (1 an exp5se describ$ 9 subp>agraphs 7,a7 ?r\gh 7,e7 ( p>agraph 7#d7 ( section #ahii;,c7d7 ( ! ,social ,security ,act & is subject to v]ification 9 su* mann] z ! ,secret>y ( ,heal? & ,human ,s]vices may provide "u p>agraph 7#f7 ( su* section1 & 7#b7 9 ! case ( any am\nt cr$it$ by a qualifi$ educational in/itution aga9/ a liability ow$ by ! qualify+ /ud5t to su* in/itution1 su* am\nt %all be treat$ z paid by su* in/itution to su* /ud5t z ( ! date t su* liability w\ld o!rwise be due4 7c7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,qualifi$ educational in/itution ,! t]m qualifi$ educational in/itution means1 ) respect to any annual aw>d ( a ,pa?way to ,practice m$ical s*ol>%ip v\*]-- 7,a7 any qualify+ m$ical s*ool 7z def9$ 9 subsection 7e77#f7 ( section #ahii;,c ( ! ,social ,security ,act71 & 7,b7 any provid] ( a po/-baccalaureate program ref]r$ to 9 subsection 7b77#b77;,a7 ( su* section1 :i* meets ! requirem5ts ( subsection 7d77#f7 ( su* section4 7#b7 ,qualify+ /ud5t ,! t]m qualify+ /ud5t means any /ud5t to :om ! ,secret>y ( ,heal? & ,human ,s]vices has made an annual aw>d ( a ,pa?way to ,practice m$ical s*ol>%ip v\*] "u section #ahii;,c ( ! ,social ,security ,act4 7#c7 ,annual aw>d ( a ,pa?way to ,practice m$ical s*ol>%ip v\*] ,! t]m annual aw>d ( a ,pa?way to ,practice m$ical s*ol>%ip v\*] means ! annual aw>d ( a ,pa?way to ,practice m$ical s*ol>%ip v\*] ref]r$ to 9 section #ahii;,c7d77#c7 ( ! ,social ,security ,act4 7d7 ,coord9ation ( academic & taxable ye>s ,! cr$it all[$ "u subsection 7a7 ) respect to any ,pa?way to ,practice m$ical s*ol>%ip v\*] %all n exce$ ! am\nt ( su* v\*] :i* is = exp5ses describ$ 9 subp>agraphs 7,a7 ?r\gh 7,e7 ( section #ahii;,c7d77#d7 ( ! ,social ,security ,act1 r$uc$ by any am\nt ( su* v\*] ) respect to :i* cr$it 0 all[$ "u ?is section = any prior taxable ye>4 7e7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z are necess>y or appropriate to c>ry out ! purposes ( ?is section4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #fbaa7;b77#d77;,a71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ #cf;,g1 aft] #cf;,f14 7#b7 ,p>agraph 7#b7 ( section #acbd7;b7 ( title #ca1 ,unit$ ,/ates ,code1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ #cf;,g1 aft] #cf;,f14 7#c7 ,! table ( sections = subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a ( ! ,int]nal ,rev5ue ,code ( #aihf1 & am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ aft] ! item relat+ to section #cf;,f ! foll[+ new item3 ,sec4 #cf;,g4 ,pa?way to ,practice m$ical s*ol>%ip v\*] cr$it4 4 7c7 ,in=mation %>+ ,! ,secret>y ( ,heal? & ,human ,s]vices %all annually provide ! ,secret>y ( ! ,treasury su* in=mation reg>d+ ! program "u section #ahii;,c ( ! ,social ,security ,act z ! ,secret>y ( ! ,treasury may require to adm9i/] ! tax cr$its det]m9$ "u section #cf;,g ( ! ,int]nal ,rev5ue ,code ( #aihf1 includ+ in=mation to id5tify qualify+ /ud5ts & ! qualifi$ educational in/itutions at :i* su* /ud5ts are enroll$ & ! am\nt ( ! annual aw>d ( ! ,pa?way to ,practice m$ical s*ol>%ip v\*] aw>d$ to ea* su* /ud5t ) respect to su* in/itution4 ,t]ms us$ 9 ?is subp>agraph %all h ! same mean+ z :5 us$ 9 su* section #cf;,g4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ! date ( ! enactm5t ( ?is ,act4 #acgdjd4 ,e/abli%+ ,rural & ,und]s]v$ ,pa?way to ,practice ,program = ,m$ical ,resid5ts ,section #ahhf ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieww7 is am5d$-- 7#a7 9 subsection 7d77#e77;,b77v71 by ins]t+ 7h77#d77;,h77vii71 aft] ,! provisions ( subsections 7h77#d77;,h77vi712 & 7#b7 9 subsection 7h77#d77;,h71 by add+ at ! end ! foll[+ new clause3 7vii7 ,exclusion f ,full-,"t ,equival5t limitation = hospitals implem5t+ ,rural & ,und]s]v$ ,pa?way to ,practice ,program 7,i7 ,9 g5]al ,= co/ report+ p]iods beg9n+ on or aft] ,octob] #a1 #bjbf1 dur+ :i* a qualify+ resid5t 7z def9$ 9 subclause 7,,ii77 tra9s 9 an applicable hospital 7z def9$ 9 subclause 7,,iii771 ! ,secret>y %all1 = su* co/ report+ p]iod by ! numb] ( full-"t equival5t resid5ts s tra9$ )9 ! applicable hospital dur+ su* p]iod1 exclude f ! limitation "u subp>agraph 7,f74 7,,ii7 ,qualify+ resid5t ,= purposes ( ?is clause1 ! t]m qualify+ resid5t means a full-"t equival5t resid5t :o-- 7aa7 0 a qualify+ /ud5t aw>d$ a ,pa?way to ,practice m$ical s*ol>%ip v\*] "u section #ahii;,c2 & 7bb7 graduat$ f a qualify+ m$ical s*ool4 7,,iii7 ,applicable hospital 7aa7 ,9 g5]al ,= purposes ( ?is clause1 ! t]m #8applicable hospital' means any hospital t-- 7,,aa7 meets ! requirem5ts ( item 7bb72 7,,bb7 agrees to provide data to ! ,secret>y ) respect to :]e qualify+ resid5ts 7z def9$ 9 subclause 7,,ii77 practice m$ic9e or p>ticipate 9 fell[%ips imm$iately foll[+ _! resid5cies2 & 7,,cc7 agrees to promote community-bas$ tra9+ ( qualify+ resid5ts 7z def9$ 9 subclause 7,,ii771 z appropriate4 7bb7 ,o!r requirem5ts ,= ! purpose ( item 7aa77,,aa71 an applicable hospital %all also be a subsection 7d7 hospital t has be5 recogniz$ by ! ,accr$itation ,c\ncil = ,graduate ,m$ical ,education z meet+ ! foll[+ requirem5ts3 7,,aa7 ,su* hospital provides m5tor%ips = resid5ts4 7,,bb7 ,su* hospital includes cultural or /ructural compet5cy z "p ( ! tra9+ ( resid5ts4 7,,cc7 ,! hospital has a demon/rat$ record ( tra9+ m$ical resid5ts 9 heal? pr(essional %ortage areas1 m$ically und]s]v$ areas1 public hospitals1 or rural areas4 7,,iv7 ,o!r def9itions 7aa7 ,heal? pr(essional %ortage area ,! team heal? pr(essional %ortage area has ! mean+ giv5 su* t]m 9 subp>agraphs 7,a7 or 7,b7 ( section #ccb7;a77#a7 ( ! ,public ,heal? ,s]vice ,act4 7bb7 ,m$ically und]s]v$ area ,! t]m m$ically und]s]v$ area means an area designat$ pursuant to section #ccj7;b77#c77;,a7 ( ! ,public ,heal? ,s]vice ,act4 7cc7 ,qualify+ m$ical s*ool ,! t]m qualify+ m$ical s*ool has ! mean+ giv5 su* t]m 9 section #ahii;,c7e77#f74 7dd7 ,qualify+ m$ical /ud5t ,! t]m qualify+ m$ical /ud5t has ! mean+ giv5 su* t]m 9 section #ahii;,c7b74 7ee7 ,rural ,area ,! t]m rural area has ! mean+ giv5 su* t]m 9 section #ahhf7;d77#b77;,d74 4 #acgdje4 ,di/ribution ( additional resid5cy positions 7a7 ,9 g5]al ,section #ahhf7;h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieww7h77 is am5d$-- 7#a7 9 p>agraph 7#d77;,f77i71 by /rik+ & 7#i7 & ins]t+ 7#i71 & 7#aj72 7#b7 9 p>agraph 7#d77;,h77i71 by /rik+ & 7#i7 & ins]t+ 7#i71 & 7#aj72 & 7#c7 by add+ at ! end ! foll[+ new p>agraph3 7#aj7 ,di/ribution ( additional resid5cy positions 7,a7 ,additional resid5cy positions 7i7 ,9 g5]al ,= fiscal ye>s #bjbe & #bjbf1 & = ea* succe$+ fiscal ye> until ! aggregate numb] ( full-"t equival5t resid5cy positions di/ribut$ "u ?is p>agraph is equal to ! aggregate numb] ( su* positions made available 7z specifi$ 9 clause 7ii771 ! ,secret>y %all1 subject to ! succe$+ provisions ( ?is p>agraph1 increase ! o!rwise applicable resid5t limit = ea* qualify+ hospital 7z def9$ 9 subp>agraph 7,f77 t submits a timely application "u ?is subp>agraph by su* numb] z ! ,secret>y may approve effective beg9n+ ,july #a ( ! fiscal ye> ( ! increase4 7ii7 ,numb] available = di/ribution 7,i7 ,total numb] available ,! aggregate numb] ( su* positions made available "u ?is p>agraph %all be equal to #d1jjj4 7,,ii7 ,annual limit ,! aggregate numb] ( su* positions s made available %all n exce$ #b1jjj = a fiscal ye>4 7iii7 ,r\nds ( applications ,! ,secret>y %all initiate a sep>ate r\nd ( applications = an increase "u clause 7i7 = ea* fiscal ye> = :i* su* an increase is to be provid$4 7iv7 ,di/ribution = prim>y c>e1 psy*iatry1 & o!r resid5cies 7,i7 ,9 g5]al ,except z provid$ "u subclause 7,,ii71 ( ! positions made available "u ?is p>agraph-- 7aa7 n less ?an #be p]c5t %all be 9 a prim>y c>e resid5cy 7z def9$ 9 subp>agraph 7,f77 or ob/etrics & gynecology resid5cy2 & 7bb7 n less ?an #ae p]c5t %all be 9 a psy*iatry resid5cy 7z def9$ 9 su* subp>agraph74 7,,ii7 ,di/ribution = o!r resid5cies ,! requirem5t "u subclause 7,i7 %all n apply ) respect to any positions made available "u ?is p>agraph t are n di/ribut$ to a qualify+ hospital by ,july #a1 #bjbg1 & su* positions %all be di/ribut$ to hospitals 9 accordance ) subp>agraph 7,b71 )\t reg>d to specialty4 7v7 ,cl>ification reg>d+ availability ( o!r increase ,a qualify+ hospital may apply =1 & receive1 an increase "u ?is p>agraph & p>agraph 7#i7 = a fiscal ye>4 7,b7 ,di/ribution ,= purposes ( provid+ an increase 9 ! o!rwise applicable resid5t limit "u subp>agraph 7,a71 ! foll[+ %all apply3 7i7 ,eligible hospitals ,) respect to ! aggregate numb] ( su* positions available = di/ribution "u ?is p>agraph1 ! ,secret>y %all di/ribute #cj p]c5t ( su* aggregate numb] to ! category ( hospitals describ$ 9 subclause 7,,ii7 ( clause 7ii71 #bj p]c5t ( su* aggregate numb] to ea* ( ! categories ( hospitals describ$ 9 subclauses 7,i71 7,,iii71 & 7,,iv7 ( su* clause1 & #aj p]c5t ( su* aggregate numb] to ! category ( hospitals describ$ 9 subclause 7,v7 ( su* clause1 subject to clauses 7iii7 & 7iv74 7ii7 ,categories ( hospitals describ$ ,! foll[+ categories ( hospitals are describ$ 9 ?is clause3 7,i7 ,hospitals t are locat$ 9 a rural area 7z def9$ 9 subsection 7d77#b77;,d77 or are treat$ z be+ locat$ 9 a rural area pursuant to subsection 7d77#h77;,e71 hospitals t are locat$ 9 a c5sus tract assign$ a rural-urban commut+ area code ( #d or great]1 & hospitals t are a sole community hospital 7z def9$ 9 subsection 7d77#e77;,d77iii774 7,,ii7 ,hospitals 9 :i* ! ref]5ce resid5t level ( ! hospital 7z specifi$ 9 subp>agraph 7,f77v77 is great] ?an ! o!rwise applicable resid5t limit4 7,,iii7 ,hospitals 9 ,/ates )-- 7aa7 a new m$ical s*ool t receiv$ ,c&idate ,s*ool /atus f ! ,liaison ,committee on ,m$ical ,education or ,pre-,accr$itation /atus f ! ,am]ican ,o/eopa?ic ,association ,commission on ,o/eopa?ic ,college ,accr$itation on or aft] ,janu>y #a1 #bjjj1 & a*iev$ or cont9u$ to progress t[>d ,full ,accr$itation /atus 7z su* t]m is def9$ by ! ,liaison ,committee on ,m$ical ,education7 or t[>d ,accr$itation /atus 7z su* t]m is def9$ by ! ,am]ican ,o/eopa?ic ,association ,commission on ,o/eopa?ic ,college ,accr$itation72 or 7bb7 an additional location or bran* campus e/abli%$ on or aft] ,janu>y #a1 #bjjj1 by a m$ical s*ool ) ,full ,accr$itation /atus 7z su* t]m is def9$ by ! ,liaison ,committee on ,m$ical ,education7 or ,accr$itation /atus 7z su* t]m is def9$ by ! ,am]ican ,o/eopa?ic ,association ,commission on ,o/eopa?ic ,college ,accr$itation74 7,,iv7 ,hospitals t are locat$ 9 or s]ve an area designat$ z a heal? pr(essional %ortage area "u section #ccb7;a77#a77;,a7 ( ! ,public ,heal? ,s]vice ,act or s]ve a population gr\p designat$ "u section #ccb7;a77#a77;,b7 ( su* ,act1 z det]m9$ by ! ,secret>y4 7,v7 ,hospitals locat$ 9 ,/ates 9 ! l[e/ qu>tile = resid5t-to-population ratios1 z def9$ by ! ,secret>y4 7iii7 ,di/ribution to o!r hospitals ,any positions made available "u ?is p>agraph t are n di/ribut$ to a qualify+ hospital 9 accordance ) clause 7i7 by ,july #a1 #bjbg1 %all be di/ribut$ to o!r hospitals1 subject to ! requirem5t "u clause 7iv74 ,9 c>ry+ out ! prec$+ s5t5ce1 ! ,secret>y %all ensure t su* positions are fir/ (f]$ to qualify+ hospitals 9 categories describ$ 9 clause 7ii7 be=e be+ di/ribut$ to o!r hospitals4 7iv7 ,requirem5t ,a hospital %all only be eligible to receive positions made available "u ?is p>agraph if ! hospital demon/rates to ! ,secret>y t ! hospital is likely to-- 7,i7 fill su* positions )9 ! fir/ #e tra9+ ye>s beg9n+ aft] ! date ! increase w\ld be effective1 z det]m9$ by ! ,secret>y2 & 7,,ii7 use "s portion 7z specifi$ by ! ,secret>y7 ( su* positions = ! resid5cies describ$ 9 7,a77iv74 7,c7 ,conditions ( di/ribution 7i7 ,9 g5]al ,subject to clause 7iv71 a hospital t receives an increase 9 ! o!rwise applicable resid5t limit "u ?is p>agraph %all ensure1 dur+ ! #e-ye> p]iod beg9n+ on ! date ( su* increase1 t ! numb]s ( full-"t equival5t resid5ts 9 a prim>y c>e or psy*iatry resid5cy 7z ^? t]ms are def9$ 9 subp>agraph 7,f771 exclud+ any additional positions attributable to an increase "u ?is p>agraph1 are n less ?an ! av]age numb]s ( full-"t equival5t resid5ts 9 a prim>y c>e or psy*iatry resid5cy 7z s def9$7 dur+ ! #c mo/ rec5t co/ report+ p]iods end+ prior to ! date ( enactm5t ( ?is p>agraph4 7ii7 ,report+ requirem5ts ,subject to clause 7iv71 a hospital t receives an increase 9 ! o!rwise applicable resid5t limit "u ?is p>agraph %all1 aft] mak+ a good fai? attempt to collect in=mation f =m] resid5ts1 report to ! ,secret>y 9 a "t & mann] specifi$ by ! ,secret>y ! foll[+ in=mation = ea* ye> 7beg9n+ ) ! fir/ ye> = :i* ! hospital receives an increase 9 ! o!rwise applicable resid5t limit "u ?is p>agraph71 z applicable3 7,i7 ,race & e?nicity ( resid5ts4 7,,ii7 ,! practice patt]ns ( resid5ts "o & two ye>s aft] completion ( _! resid5cy1 includ+ ! numb] & p]c5t ( resid5ts :o-- 7aa7 practice 9 a prim>y c>e1 psy*iatry1 or o!r specialty2 7bb7 prim>ily s]ve or are locat$ 9 a heal? pr(essional %ortage area ) a designation 9 effect "u section #ccb ( ! ,public ,heal? ,s]vice ,act2 or 7cc7 prim>ily s]ve or are locat$ 9 a rural area 7z def9$ 9 subsection 7d77#b77;,d774 7iii7 ,requirem5t = rural hospitals to exp& exi/+ programs ,subject to clause 7iv71 if a hospital t receives an increase 9 ! o!rwise applicable resid5t limit "u ?is p>agraph w\ld be eligible = an adju/m5t to ! o!rwise applicable resid5t limit = p>ticipation 9 a new m$ical resid5cy tra9+ program "u section #dac4gi7;e77#c7 ( title #db1 ,code ( ,f$]al ,regulations 7or any successor regulation71 ! hospital %all ensure t any positions made available "u ?is p>agraph are us$ to exp& an exi/+ program ( ! hospital1 & n = p>ticipation 9 a new m$ical resid5cy tra9+ program4 7iv7 ,r$i/ribution ( positions if hospital no long] meets c]ta9 requirem5ts ,9 ! case :]e ! ,secret>y det]m9es t a hospital t receives an increase 9 ! o!rwise applicable resid5t limit "u ?is p>agraph does n meet ei!r ( ! requirem5ts "u clause 7i71 ! report+ requirem5ts "u clause 7ii71 or1 if applicable1 ! requirem5t "u clause 7iii71 ! ,secret>y %all-- 7,i7 r$uce ! o!rwise applicable resid5t limit ( ! hospital by ! am\nt by :i* su* limit 0 increas$ "u ?is p>agraph2 & 7,,ii7 provide = ! di/ribution ( positions attributable to su* r$uction to o!r qualify+ hospitals 9 accordance ) ! requirem5ts ( ?is p>agraph4 7v7 ,limitation ,a hospital may n receive m ?an #be additional full-"t equival5t resid5cy positions "u ?is p>agraph4 7,d7 ,application ( p] resid5t am\nts = prim>y c>e & nonprim>y c>e ,) respect to additional resid5cy positions 9 a hospital attributable to ! increase provid$ "u ?is p>agraph1 ! approv$ ,,fte p] resid5t am\nts are deem$ to be equal to ! hospital p] resid5t am\nts = prim>y c>e & nonprim>y c>e comput$ "u p>agraph 7#b77;,d7 = t hospital4 7,e7 ,p]mitt+ facilities to apply aggregation rules ,! ,secret>y %all p]mit hospitals receiv+ additional resid5cy positions attributable to ! increase provid$ "u ?is p>agraph to1 beg9n+ 9 ! fif? ye> aft] ! effective date ( su* increase1 apply su* positions to ! limitation am\nt "u p>agraph 7#d77;,f7 t may be aggregat$ pursuant to p>agraph 7#d77;,h7 among memb]s ( ! same affiliat$ gr\p4 7,f7 ,def9itions ,9 ?is p>agraph3 7i7 ,o!rwise applicable resid5t limit ,! t]m o!rwise applicable resid5t limit means1 ) respect to a hospital1 ! limit o!rwise applicable "u subp>agraphs 7,f77i7 & 7,h7 ( p>agraph 7#d7 on ! resid5t level = ! hospital det]m9$ )\t reg>d to ?is p>agraph b tak+ into acc\nt p>agraphs 7#g77;,a71 7#g77;,b71 7#h77;,a71 7#h77;,b71 or 7#i77;,a74 7ii7 ,prim>y c>e resid5cy ,! t]m prim>y c>e resid5cy means a resid5cy tra9+ program describ$ 9 p>agraph 7#e77;,h74 7iii7 ,psy*iatry resid5cy ,! t]m psy*iatry resid5cy means a resid5cy 9 psy*iatry1 addiction m$ic9e1 addiction psy*iatry1 pa9 m$ic9e1 *ild & adolesc5t psy*iatry1 consultation-liaison psy*iatry1 g]iatric psy*iatry1 bra9 injury m$ic9e1 =5sic psy*iatry1 hospice & palliative m$ic9e1 & sleep m$ic9e4 ,su* t]m includes a resid5cy 9 a program t is a pr]equisite 7z det]m9$ by ! ,secret>y7 = a resid5cy describ$ 9 ! prec$+ s5t5ce4 7iv7 ,qualify+ hospital ,! t]m qualify+ hospital means a hospital describ$ 9 any ( subclauses 7,i7 ?r\gh 7,v7 ( subp>agraph 7,b77ii74 7v7 ,ref]5ce resid5t level ,! t]m ref]5ce resid5t level means1 ) respect to a hospital1 ! resid5t level = ! mo/ rec5t co/ report+ p]iod ( ! hospital end+ on or be=e ! date ( enactm5t ( ?is p>agraph1 = :i* a co/ report has be5 settl$ 7or1 if n1 submitt$ 7subject to audit771 z det]m9$ by ! ,secret>y4 7vi7 ,resid5t level ,! t]m resid5t level has ! mean+ giv5 su* t]m 9 p>agraph 7#g77;,c77i74 7,g7 ,fund+ ,!re is appropriat$ to ! ,secret>y1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until exp5d$1 = purposes ( c>ry+ out ?is p>agraph & subsection 7d77#e77;,b77xiii74 4 7b7 ,,ime ,section #ahhf7;d77#e77;,b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieww7d77#e77;,b77 is am5d$-- 7#a7 9 clause 7v71 9 ! ?ird s5t5ce1 by /rik+ & 7h77#i7 & ins]t+ 7h77#i71 & 7h77#aj72 7#b7 by add+ at ! end ! foll[+ new clause3 7xiii7 ,= dis*>ges occurr+ on or aft] ,july #a1 #bjbd1 ins(> z an additional paym5t am\nt "u ?is subp>agraph is attributable to resid5t positions di/ribut$ to a hospital "u subsection 7h77#aj71 ! indirect tea*+ adju/m5t factor %all be comput$ 9 ! same mann] z provid$ "u clause 7ii7 ) respect to su* resid5t positions4 4 #e ,high] education #acgeja4 ,cr$it = public univ]sity rese>* infra/ructure 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new section3 #de;,,aa4 ,public univ]sity rese>* infra/ructure cr$it 7a7 ,all[ance ( cr$it ,= purposes ( section #ch1 ! public univ]sity rese>* infra/ructure cr$it det]m9$ "u ?is section = a taxable ye> is an am\nt equal to #dj p]c5t ( ! qualifi$ ca% contributions made by a taxpay] dur+ su* taxable ye>4 7b7 ,qualifi$ ca% contribution 7#a7 ,9 g5]al 7,a7 ,def9$ ,= purposes ( subsection 7a71 ! qualifi$ ca% contribution = any taxable ye> is ! aggregate am\nt contribut$ 9 ca% by a taxpay] dur+ su* taxable ye> to a c]tifi$ educational in/itution 9 connection ) a qualify+ project t1 b = ?is section1 w\ld be treat$ z a *>itable contribution = purposes ( section #agj7;c74 7,b7 ,qualifi$ ca% contributions tak5 into acc\nt = purposes ( *>itable contribution limitations ,any qualifi$ ca% contributions made by a taxpay] "u ?is section %all be tak5 into acc\nt = purposes ( det]m9+ ! p]c5tage limitations "u section #agj7;b74 7#b7 ,designation requir$ ,a contribution %all only be treat$ z a qualifi$ ca% contribution to ! ext5t t x is designat$ z su* by a c]tifi$ educational in/itution "u subsection 7d74 7c7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,qualify+ project ,! t]m qualify+ project means a project to pur*ase1 con/ruct1 or improve rese>* infra/ructure prop]ty4 7#b7 ,rese>* infra/ructure prop]ty ,! t]m rese>* infra/ructure prop]ty means any portion ( a prop]ty1 build+1 or /ructure ( an eligible educational in/itution1 or any l& associat$ ) su* prop]ty1 build+1 or /ructure1 t is us$ = rese>*4 7#c7 ,eligible educational in/itution ,! t]m eligible educational in/itution means-- 7,a7 an in/itution ( high] education 7z su* t]m is def9$ 9 section #aja or #ajb7;c7 ( ! ,high] ,education ,act ( #aife7 t is a college or univ]sity describ$ 9 section #eaa7;a77#b77;,b71 or 7,b7 an organization describ$ 9 section #agj7;b77#a77;,a77iv71 section #agj7;b77#a77;,a77vi71 or section #eji7;a77#c7 to :i* au?ority has be5 delegat$ by an in/itution describ$ 9 subp>agraph 7,a7 = purposes ( apply+ = or adm9i/]+ cr$it am\nts on behalf ( su* in/itution4 7#d7 ,c]tifi$ educational in/itution ,! t]m c]tifi$ educational in/itution means an eligible educational in/itution :i* has be5 allocat$ a cr$it am\nt = a qualify+ project &-- 7,a7 has receiv$ a c]tification = su* project by submitt+ an application z requir$ "u subsection 7d77#b71 & 7,b7 designates cr$it am\nts to taxpay]s = qualify+ ca% contributions t[>d su* project "u subsection 7d77#d74 7d7 ,qualify+ univ]sity rese>* infra/ructure program 7#a7 ,e/abli%m5t 7,a7 ,9 g5]al ,n lat] ?an #ahj days aft] ! date ( ! enactm5t ( ?is section1 ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,education1 %all e/abli% a program to-- 7i7 c]tify & allocate cr$it am\nts = qualify+ projects to eligible educational in/itutions1 & 7ii7 all[ c]tifi$ educational in/itutions to designate ca% contributions = qualify+ projects ( su* c]tifi$ educational in/itutions z qualifi$ ca% contributions4 7,b7 ,limitations 7i7 ,allocation limitation p] in/itution ,! cr$it am\nts allocat$ to a c]tifi$ educational in/itution "u subp>agraph 7,a77i7 = all projects %all n exce$ #ej1jjj1jjj p] cal5d> ye>4 7ii7 ,ov]all allocation limitation 7,i7 ,9 g5]al ,! total am\nt ( qualify+ project cr$it am\nts t may be allocat$ "u subp>agraph 7,a77i7 %all n exce$-- 7aa7 #ejj1jjj1jjj = ea* ( cal5d> ye>s #bjbb1 #bjbc1 #bjbd1 #bjbe1 & #bjbf1 & 7bb7 #j = ea* subsequ5t ye>4 7,,ii7 ,rollov] ( unallocat$ cr$it am\nts ,any cr$it am\nts describ$ 9 subclause 7,i7 t are unallocat$ dur+ a cal5d> ye> %all be c>ri$ to ! succe$+ cal5d> ye> & add$ to ! limitation all[able "u su* subclause = su* succe$+ cal5d> ye>4 7iii7 ,designation limitation ,! aggregate am\nt ( ca% contributions :i* are designat$ by a c]tifi$ educational in/itution z qualify+ ca% contributions ) respect to any qualify+ project %all n exce$ #bej p]c5t ( ! cr$it am\nt allocat$ to su* c]tifi$ educational in/itution = a qualify+ project "u subp>agraph 7,a77i74 7#b7 ,c]tification application ,ea* eligible educational in/itution :i* applies = c]tification ( a project "u ?is p>agraph %all submit an application 9 su* "t1 =m1 & mann] z ! ,secret>y may require4 7#c7 ,selection crit]ia = allocations to eligible educational in/itutions ,! ,secret>y1 aft] consultation ) ! ,secret>y ( ,education1 %all select applications f eligible educational in/itutions-- 7,a7 bas$ on ! ext5t ( ! expect$ expansion ( an eligible educational in/itution's t>get$ rese>* )9 discipl9es 9 sci5ce1 ma!matics1 eng9e]+1 & te*nology1 & 7,b7 9 a mann] t ensures consid]ation is giv5 to eligible educational in/itutions ) full-"t /ud5t populations ( less ?an #ab1jjj4 7#d7 ,designation ( qualifi$ ca% contributions to taxpay]s ,! ,secret>y1 aft] consultation ) ! ,secret>y ( ,education1 %all e/abli% a process by :i* c]tifi$ educational in/itutions %all designate ca% contributions to su* in/itutions z qualifi$ ca% contributions4 7#e7 ,disclosure ( allocations & designations 7,a7 ,allocations ,! ,secret>y %all1 ^u allocat+ cr$it am\nts to an applicant "u ?is subsection1 publicly disclose ! id5tity ( ! applicant & ! cr$it am\nt allocat$ to su* applicant4 7,b7 ,designations ,ea* c]tifi$ educational in/itution %all1 ^u designat+ contributions ( a taxpay] z qualifi$ ca% contributions "u ?is subsection1 publicly disclose ! id5tity ( ! taxpay] & ! am\nt ( contributions designat$ 9 su* "t1 =m1 & mann] z ! ,secret>y may require4 7e7 ,regulations & guidance ,! ,secret>y1 aft] consultation ) ! ,secret>y ( ,education :5 applicable1 %all prescribe su* regulations & guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations or o!r guidance =-- 7#a7 prev5tion ( abuse1 7#b7 e/abli%m5t ( report+ requirem5ts1 7#c7 e/abli%m5t ( selection crit]ia = applications1 & 7#d7 disclosure ( allocations4 7f7 ,p5alty = noncompliance 7#a7 ,9 g5]al ,if at any "t dur+ ! #e-ye> p]iod beg9n+ on ! date ( ! allocation ( cr$it am\nts to a c]tifi$ educational in/itution "u subsection 7d77#a77;,a77i7 !re is a noncompliance ev5t ) respect to su* cr$it am\nts1 !n ! foll[+ rules %all apply3 7,a7 ,g5]al rule ,any ca% contribution designat$ z a qualify+ ca% contribution ) respect to a qualify+ project = :i* su* cr$it am\nts 7 allocat$ "u subsection 7d77#a77;,a77ii7 %all be treat$ z unrelat$ bus9ess taxable income 7z def9$ 9 section #eab7 ( su* c]tifi$ educational in/itution4 7,b7 ,rule = unus$ cr$it am\nts ,9 ! case ( cr$it am\nts describ$ "u p>agraph 7#b77;,a7 :i* are unus$ & id5tifi$ pursuant to subsection 7g71 ! ,secret>y %all reallocate any portion ( su* cr$it am\nts t are unus$ to c]tifi$ educational in/itutions 9 lieu ( impos+ ! g5]al rule "u subp>agraph 7,a74 7#b7 ,noncompliance ev5t ,= purposes ( ?is subsection1 ! t]m noncompliance ev5t means1 ) respect to a cr$it am\nt allocat$ to a c]tifi$ educational in/itution-- 7,a7 ca% contributions equal+ ! am\nt ( su* cr$it am\nt are n designat$ z qualify+ ca% contributions )9 #b ye>s aft] ,decemb] #ca ( ! ye> su* cr$it am\nt is allocat$1 7,b7 a qualify+ project ) respect to :i* su* cr$it am\nt 0 allocat$ is n plac$ 9 s]vice )9 ei!r-- 7i7 #d ye>s aft] ,decemb] #ca ( ! ye> su* cr$it am\nt is allocat$1 or 7ii7 a p]iod ( "t t ! ,secret>y det]m9es is appropriate1 or 7,c7 ! rese>* infra/ructure prop]ty plac$ 9 s]vice z "p ( a qualify+ project ) respect to :i* su* cr$it am\nt 0 allocat$ ceases to be us$ = rese>* )9 five ye>s aft] su* prop]ty is plac$ 9 s]vice4 7g7 ,review & reallocation ( cr$it am\nts 7#a7 ,review ,n lat] ?an #e ye>s aft] ! date ( enactm5t ( ?is section1 ! ,secret>y %all review ! cr$it am\nts allocat$ "u ?is section z ( su* date4 7#b7 ,reallocation 7,a7 ,9 g5]al ,! ,secret>y may reallocate cr$it am\nts allocat$ "u ?is section if ! ,secret>y det]m9es1 z ( ! date ( ! review 9 p>agraph 7#a71 t su* cr$it am\nts are subject to a noncompliance ev5t4 7,b7 ,additional program ,if ! ,secret>y det]m9es t cr$its "u ?is section are available = reallocation pursuant to ! requirem5ts set =? 9 subp>agraph 7,a71 ! ,secret>y is au?oriz$ to conduct an additional program = applications = c]tification4 7,c7 ,deadl9e = reallocation ,! ,secret>y %all n c]tify any project1 or reallocate any cr$it am\nt1 pursuant to ?is p>agraph aft] ,decemb] #ca1 #bjca4 7h7 ,d5ial ( d\ble b5efit ,no cr$it or d$uction %all be all[$ "u any o!r provision ( ?is *apt] = any qualifi$ ca% contribution = :i* a cr$it is all[$ "u ?is section4 7i7 ,rule = tru/s & e/ates ,= purposes ( ?is section1 rules simil> to ! rules ( subsection 7d7 ( section #eb %all apply4 7j7 ,t]m9ation ,?is section %all n apply to qualifi$ ca% contributions made aft] ,decemb] #ca1 #bjcc4 4 7b7 ,cr$it made "p ( g5]al bus9ess cr$it ,subsection 7b7 ( section #ch1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ plus at ! end ( p>agraph 7#da71 by /rik+ ! p]iod at ! end ( p>agraph 7#db7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#dc7 ! public univ]sity rese>* infra/ructure cr$it det]m9$ "u section #de;,,aa4 4 7c7 ,cl]ical am5dm5t ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de;,,aa4 ,public univ]sity rese>* infra/ructure cr$it44 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to qualifi$ ca% contributions made aft] ,decemb] #ca1 #bjba4 #acgejb4 ,treatm5t ( ,f$]al ,pell ,grants = income tax purposes 7a7 ,exclusion f gross income ,section #aag7;b77#a7 is am5d$ by /rik+ means any am\nt & all t foll[s & ins]t+ means-- 7,a7 any am\nt receiv$ by an individual z a s*ol>%ip or fell[%ip grant to ! ext5t ! individual e/abli%es t1 9 accordance ) ! conditions ( ! grant1 su* am\nt 0 us$ = qualifi$ tuition & relat$ exp5ses1 & 7,b7 any am\nt receiv$ by an individual aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbf1 z a ,f$]al ,pell ,grant "u section #dja ( ! ,high] ,education ,act ( #aife4 4 7b7 ,treatm5t = purposes ( ,am]ican ,opportunity ,tax ,cr$it & ,lifetime ,le>n+ ,cr$it ,section #be;,a7g77#b7 is am5d$-- 7#a7 9 subp>agraph 7,a71 by ins]t+ describ$ 9 section #aag7;b77#a77;,a7 aft] a qualifi$ s*ol>%ip1 & 7#b7 9 subp>agraph 7,c71 by ins]t+ or am\nt describ$ 9 section #aag7;b77#a77;,b7 aft] )9 ! mean+ ( section #ajb7;a74 7c7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgejc4 ,repeal ( d5ial ( ,am]ican ,opportunity ,tax ,cr$it on basis ( felony drug conviction 7a7 ,9 g5]al ,section #be;,a7b77#b7 is am5d$ by /rik+ subp>agraph 7,d74 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #f ,d$uction = ,/ate & local taxes1 etc4 #acgfja4 ,modification ( limitation on d$uction = ,/ate & local taxes1 etc 7a7 ,9 g5]al ,p>agraph 7#f7 ( section #afd7;b7 is am5d$-- 7#a7 by /rik+ #bjbe 9 ! head+ & ins]t+ #bjca1 7#b7 by /rik+ ,janu>y #a1 #bjbf & ins]t+ ,janu>y #a1 #bjcb1 7#c7 9 subp>agraph 7,a71 by ins]t+ or section #baf7;a77#a7 aft] subsection 7a77#a71 7#d7 9 subp>agraph 7,b7-- 7,a7 by ins]t+ 7& any tax describ$ 9 any su* p>agraph tak5 into acc\nt "u section #baf7;a77#a77 aft] p>agraph 7#e7 ( ?is subsection1 & 7,b7 by /rik+ %all n exce$ #aj1jjj 7#e1jjj 9 ! case ( a m>ri$ individual fil+ a sep>ate return74 & ins]t+ %all n exce$-- 7i7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbj1 & be=e ,janu>y #a1 #bjca1 #hj1jjj 7#dj1jjj 9 ! case ( an e/ate1 tru/1 or m>ri$ individual fil+ a sep>ate return71 & 7ii7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjcj1 & be=e ,janu>y #a1 #bjcb1 #aj1jjj 7#e1jjj 9 ! case ( an e/ate1 tru/1 or m>ri$ individual fil+ a sep>ate return74 1 & 7#e7 by /rik+ ! la/ s5t5ce & ins]t+ ! foll[+3 ,9 ! case ( taxes paid dur+ a taxable ye> beg9n+ be=e ,janu>y #a1 #bjca1 ! ,secret>y %all prescribe regulations or o!r guidance :i* treat all or a portion ( su* taxes z paid 9 a taxable ye> or ye>s o!r ?an ! taxable ye> 9 :i* actually paid z necess>y or appropriate to prev5t ! avoidance ( ! limitations ( ?is p>agraph44 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbj4 7c7 ,no inf]5ce ,! am5dm5ts made by p>agraphs 7#c71 7#d77;,a71 & 7#e7 %all n be con/ru$ to create any inf]5ce ) respect to ! prop] application ( section #afd7;b77#f7 or section #baf7;a7 ) respect to any taxable ye> beg9n+ be=e ,janu>y #a1 #bjba4 ,h ,responsibly ,fund+ ,our ,priorities #achjja4 ,am5dm5t ( #aihf ,code ,except z o!rwise expressly provid$1 :5ev] 9 ?is subtitle an am5dm5t or repeal is express$ 9 t]ms ( an am5dm5t to1 or repeal (1 a section or o!r provision1 ! ref]5ce %all be consid]$ to be made to a section or o!r provision ( ! ,int]nal ,rev5ue ,code ( #aihf4 #a ,corporate & ,int]national ,tax ,re=ms ,a ,corporate provisions #achaja4 ,corporate alt]native m9imum tax 7a7 ,imposition ( tax 7#a7 ,9 g5]al ,p>agraph 7#b7 ( section #ee7;b7 is am5d$ to read z foll[s3 7#b7 ,corporations 7,a7 ,applicable corporations ,9 ! case ( an applicable corporation1 ! t5tative m9imum tax = ! taxable ye> %all be ! excess (-- 7i7 #ae p]c5t ( ! adju/$ f9ancial /atem5t income = ! taxable ye> 7z det]m9$ "u section #ef;,a71 ov] 7ii7 ! corporate ,,amt =eign tax cr$it = ! taxable ye>4 7,b7 ,o!r corporations ,9 ! case ( any corporation :i* is n an applicable corporation1 ! t5tative m9imum tax = ! taxable ye> %all be z]o4 4 7#b7 ,applicable corporation ,section #ei is am5d$ by add+ at ! end ! foll[+ new subsection3 7k7 ,applicable corporation ,= purposes ( ?is "p-- 7#a7 ,applicable corporation def9$ 7,a7 ,9 g5]al ,! t]m applicable corporation means1 ) respect to any taxable ye>1 any corporation 7o!r ?an an ,s corporation1 a regulat$ inve/m5t company1 or a real e/ate inve/m5t tru/7 :i* meets ! av]age annual adju/$ f9ancial /atem5t income te/ ( subp>agraph 7,b7 = "o or m taxable ye>s :i*-- 7i7 are prior to su* taxable ye>1 & 7ii7 end aft] ,decemb] #ca1 #bjba4 7,b7 ,av]age annual adju/$ f9ancial /atem5t income te/ ,= purposes ( ?is subsection-- 7i7 a corporation meets ! av]age annual adju/$ f9ancial /atem5t income te/ = any taxable ye> if ! av]age annual adju/$ f9ancial /atem5t income ( su* corporation = ! #c-taxable-ye> p]iod end+ ) su* taxable ye> exce$s #a1jjj1jjj1jjj1 & 7ii7 9 ! case ( a corporation describ$ 9 p>agraph 7#b71 su* corporation meets ! av]age annual adju/$ f9ancial /atem5t income te/ if-- 7,i7 ! corporation meets ! requirem5ts ( clause 7i7 7det]m9$ aft] ! application ( p>agraph 7#b771 & 7,,ii7 ! av]age annual adju/$ f9ancial /atem5t income ( su* corporation 7det]m9$ )\t reg>d to ! application ( p>agraph 7#b77 = ! #c-taxable-ye>-p]iod end+ ) su* taxable ye> is #ajj1jjj1jjj or m4 7,c7 ,exception ,not)/&+ subp>agraph 7,a71 ! t]m applicable corporation %all n include any corporation :i* o!rwise meets ! requirem5ts ( subp>agraph 7,a7 if-- 7i7 su* corporation-- 7,i7 has a *ange 9 own]%ip1 or 7,,ii7 has a specifi$ numb] 7to be det]m9$ by ! ,secret>y & :i* %all1 z appropriate1 take into acc\nt ! facts & circum/ances ( ! taxpay]7 ( consecutive taxable ye>s1 includ+ ! mo/ rec5t taxable ye>1 9 :i* ! corporation does n meet ! av]age annual adju/$ f9ancial /atem5t income te/ ( subp>agraph 7,b71 & 7ii7 ! ,secret>y det]m9es t x w\ld n be appropriate to cont9ue to treat su* corporation z an applicable corporation4 ,! prec$+ s5t5ce %all n apply to any corporation if1 aft] ! ,secret>y makes ! det]m9ation describ$ 9 clause 7ii71 su* corporation meets ! av]age annual adju/$ f9ancial /atem5t income te/ = any taxable ye> beg9n+ aft] ! fir/ taxable ye> = :i* ! det]m9ation applies4 7,d7 ,special rules = det]m9+ av]age annual adju/$ f9ancial /atem5t income ,solely = purposes ( det]m9+ :e!r a corporation is an applicable corporation "u p>agraph 7#a7-- 7i7 all p]sons treat$ z a s+le employ] "u subsection 7a7 or 7b7 ( section #eb %all be treat$ z #a p]son1 & 7ii7 9 ! case ( a =eign corporation1 only income describ$ 9 p>agraph 7#c7 or 7#d7 ( section #ef;,a7c7 %all be tak5 into acc\nt4 7,e7 ,o!r special rules 7i7 ,corporations 9 exi/5ce = less ?an #c ye>s ,if ! corporation 0 9 exi/5ce = less ?an #c-taxable ye>s1 subp>agraph 7,b7 %all be appli$ on ! basis ( ! p]iod dur+ :i* su* corporation 0 9 exi/5ce4 7ii7 ,%ort taxable ye>s ,adju/$ f9ancial /atem5t income = any taxable ye> ( less ?an #ab mon?s %all be annualiz$ by multiply+ ! adju/$ f9ancial /atem5t income = ! %ort p]iod by #ab & divid+ ! result by ! numb] ( mon?s 9 ! %ort p]iod4 7iii7 ,treatm5t ( pr$ecessors ,any ref]5ce 9 ?is subp>agraph to a corporation %all include a ref]5ce to any pr$ecessor ( su* corporation4 7#b7 ,special rule = =eign-p>5t$ corporations 7,a7 ,9 g5]al ,solely = purposes ( det]m9+ :e!r a corporation meets ! av]age annual adju/$ f9ancial /atem5t income te/ "u p>agraph 7#a77;,b77i71 not)/&+ p>agraph 7#a77;,d77ii71 any corporation :i* = any taxable ye> is a memb] ( an int]national f9ancial report+ gr\p ! common p>5t ( :i* is a =eign corporation %all include 9 ! adju/$ f9ancial /atem5t income ( su* corporation = su* taxable ye> ! adju/$ f9ancial /atem5t income ( all =eign memb]s ( su* gr\p4 7,b7 ,int]national f9ancial report+ gr\p ,= purposes ( subp>agraph 7,a71 ! t]m int]national f9ancial report+ gr\p %all h ! mean+ giv5 su* t]m by section #afc7n77#c74 7#c7 ,regulations or o!r guidance ,! ,secret>y %all provide regulations or o!r guidance = ! purposes ( c>ry+ out ?is subsection1 includ+ regulations or o!r guidance-- 7,a7 provid+ a simplifi$ me?od = det]m9+ :e!r a corporation meets ! requirem5ts ( p>agraph 7#a71 & '7,b7 address+ ! application ( ?is subsection to a corporation t exp]i5ces a *ange 9 own]%ip4 4 7#c7 ,r$uction = base erosion & anti-abuse tax ,section #ee7;a77#b7 is am5d$ by ins]t+ plus1 9 ! case ( an applicable corporation 7z def9$ 9 subsection 7b77#b771 ! tax impos$ by section #ei;,a be=e ! p]iod at ! end4 7#d7 ,con=m+ am5dm5ts 7,a7 ,section #ee7;a7 is am5d$ by /rik+ ,9 ! case ( a taxpay] o!r ?an a corporation1 !re & ins]t+ ,!re4 7,b7 7i7 ,section #ee7;b77#a7 is am5d$-- 7,i7 by /rik+ s mu* z prec$es subp>agraph 7,a7 & ins]t+ ! foll[+3 7#a7 ,noncorporate taxpay]s ,9 ! case ( a taxpay] o!r ?an a corporation-- 1 & 7,,ii7 by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,alt]native m9imum taxable income ,! t]m alt]native m9imum taxable income means ! taxable income ( ! taxpay] = ! taxable ye>-- 7i7 det]m9$ ) ! adju/m5ts provid$ 9 section #ef & section #eh1 & 7ii7 increas$ by ! am\nt ( ! items ( tax pref]5ce describ$ 9 section #eg4 ,if a taxpay] is subject to ! regul> tax1 su* taxpay] %all be subject to ! tax impos$ by ?is section 7&1 if ! regul> tax is det]m9$ by ref]5ce to an am\nt o!r ?an taxable income1 su* am\nt %all be treat$ z ! taxable income ( su* taxpay] = purposes ( ! prec$+ s5t5ce74 4 7ii7 ,section #hfj;,e7a77#d7 is am5d$ by /rik+ #ee7;b77#b7 & ins]t+ #ee7;b77#a77;,d74 7iii7 ,section #hig7;a77#b77;,a77i7 is am5d$ by /rik+ #ee7;b77#b7 & ins]t+ #ee7;b77#a77;,d74 7,c7 ,section #aa7;d7 is am5d$ by /rik+ ! tax impos$ by subsection 7a7 & ins]t+ ! taxes impos$ by subsection 7a7 & section #ee4 7,d7 ,section #ab is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,= alt]native m9imum tax1 see section #ee4 4 7,e7 ,section #hhb7;a77#a7 is am5d$ by ins]t+ 1 #ee1 aft] section #aa4 7,f7 ,section #fdbe7;c77#a77;,a7 is am5d$ to read z foll[s3 7,a7 ! sum (-- 7i7 ! tax impos$ by section #aa or sub*apt] ,l ( *apt] #a1 :i*ev] is applicable1 plus 7ii7 ! tax impos$ by section #ee1 plus 7iii7 ! tax impos$ by section #ei;,a1 ov] 4 7,g7 ,section #ffee7;e77#b7 is am5d$ by ins]t+ 1 adju/$ f9ancial /atem5t income 7z def9$ 9 section #ef;,a71 be=e & modifi$ taxable income ea* place x appe>s 9 subp>agraphs 7,a77i7 & 7,b77i74 7,h7 ,section #ffee7;g77#a77;,a7 is am5d$ by r$esignat+ clauses 7ii7 & 7iii7 z clauses 7iii7 & 7iv71 respectively1 & by ins]t+ aft] clause 7i7 ! foll[+ new clause3 7ii7 ! tax impos$ by section #ee1 4 7b7 ,adju/$ f9ancial /atem5t income 7#a7 ,9 g5]al ,"p ,,vi ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #ef ! foll[+ new section3 #ef;,a4 ,adju/$ f9ancial /atem5t income 7a7 ,9 g5]al ,= purposes ( ?is "p1 ! t]m adju/$ f9ancial /atem5t income means1 ) respect to any corporation = any taxable ye>1 ! net income or loss ( ! taxpay] set =? on ! taxpay]'s applicable f9ancial /atem5t = su* taxable ye>1 adju/$ z provid$ 9 ?is section4 7b7 ,applicable f9ancial /atem5t ,= purposes ( ?is section1 ! t]m applicable f9ancial /atem5t means1 ) respect to any taxable ye>1 an applicable f9ancial /atem5t 7z def9$ 9 section #dea7;b77#c7 or z specifi$ by ! ,secret>y 9 regulations or o!r guidance7 :i* cov]s su* taxable ye>4 7c7 ,g5]al adju/m5ts 7#a7 ,/atem5ts cov]+ diff]5t taxable ye>s ,appropriate adju/m5ts %all be made 9 adju/$ f9ancial /atem5t income 9 any case 9 :i* an applicable f9ancial /atem5t cov]s a p]iod o!r ?an ! taxable ye>4 7#b7 ,special rules = relat$ entities 7,a7 ,consolidat$ f9ancial /atem5ts ,if ! f9ancial results ( a taxpay] are report$ on ! applicable f9ancial /atem5t = a gr\p ( entities1 rules simil> to ! rules ( section #dea7;b77#e7 %all apply4 7,b7 ,consolidat$ returns ,except z provid$ 9 regulations prescrib$ by ! ,secret>y1 if ! taxpay] files a consolidat$ return = any taxable ye>1 adju/$ f9ancial /atem5t income ( ! taxpay] = su* taxable ye> %all take into acc\nt items on ! taxpay]'s applicable f9ancial /atem5t :i* are prop]ly allocable to memb]s ( su* gr\p includ$ on su* return4 7,c7 ,treatm5t ( divid5ds & o!r am\nts ,9 ! case ( any corporation :i* is n includ$ on a consolidat$ return ) ! taxpay]1 adju/$ f9ancial /atem5t income ( ! taxpay] %all take into acc\nt ! e>n+s ( su* o!r corporation only to ! ext5t ( ! sum ( ! divid5ds receiv$ f su* o!r corporation 7r$uc$ to ! ext5t provid$ by ! ,secret>y 9 regulations or o!r guidance7 & o!r am\nts requir$ to be includ$ 9 gross income "u ?is *apt] 7o!r ?an am\nts requir$ to be includ$ "u sections #iea & #iea;,a7 9 respect ( ! e>n+s ( su* o!r corporation4 7,d7 ,gr\p includ+ "o or m p>tn]%ips ,"u rules prescrib$ by ! ,secret>y1 if ! f9ancial results ( a taxpay] are report$ on ! applicable f9ancial /atem5t = a gr\p ( entities t includes "o or m p>tn]%ips1 adju/$ f9ancial /atem5t income %all take into acc\nt ! e>n+s ( su* p>tn]%ips 9 ! same proportion z ! taxpay]'s di/ributive %>e ( items f ! p>tn]%ips requir$ to be includ$ 9 gross income "u ?is *apt]4 7#c7 ,adju/m5ts to take into acc\nt c]ta9 items ( =eign income 7,a7 ,9 g5]al ,if1 = any taxable ye>1 a taxpay] is a ,unit$ ,/ates %>ehold] ( "o or m controll$ =eign corporations1 ! adju/$ f9ancial /atem5t income ( su* taxpay] %all be adju/$ to take into acc\nt su* taxpay]'s pro rata %>e 7det]m9$ "u rules simil> to ! rules "u section #iea7;a77#b77 ( items tak5 into acc\nt 9 comput+ ! net income or loss set =? on ! applicable f9ancial /atem5t ( ea* su* controll$ =eign corporation ) respect to :i* su* taxpay] is a ,unit$ ,/ates %>ehold]4 7,b7 ,negative adju/m5ts ,9 any case 9 :i* ! adju/m5t det]m9$ "u subp>agraph 7,a7 w\ld result 9 a negative adju/m5t = su* taxable ye>-- 7i7 no adju/m5t %all be made "u ?is p>agraph = su* taxable ye>1 & 7ii7 ! am\nt ( ! adju/m5t det]m9$ "u ?is p>agraph = ! succe$+ taxable ye> 7det]m9$ )\t reg>d to ?is p>agraph7 %all be r$uc$ by an am\nt equal to ! negative adju/m5t = su* taxable ye>4 7#d7 ,effectively connect$ income ,9 ! case ( a =eign corporation1 to det]m9e adju/$ f9ancial /atem5t income1 ! pr9ciples ( section #hhb %all apply4 7#e7 ,adju/m5ts = c]ta9 taxes ,adju/$ f9ancial /atem5t income %all be appropriately adju/$ to disreg>d any ,f$]al income taxes1 or income1 w> pr(its1 or excess pr(its taxes 7)9 ! mean+ ( section #ija7 ) respect to a =eign c\ntry or possession ( ! ,unit$ ,/ates1 :i* are tak5 into acc\nt on ! taxpay]'s applicable f9ancial /atem5t4 ,to ! ext5t provid$ by ! ,secret>y1 ! prec$+ s5t5ce %all n apply to income1 w> pr(its1 or excess pr(its taxes 7)9 ! mean+ ( section #ija7 t are impos$ by a =eign c\ntry or possession ( ! ,unit$ ,/ates & tak5 into acc\nt on ! taxpay]'s applicable f9ancial /atem5t if ! taxpay] does n *oose to take ! b5efits ( section #ija4 ,! ,secret>y %all prescribe su* regulations or o!r guidance z may be necess>y & appropriate to provide = ! prop] treatm5t ( curr5t & def]r$ taxes = purposes ( ?is p>agraph1 includ+ ! "t at :i* su* taxes are prop]ly tak5 into acc\nt4 7#f7 ,adju/m5t ) respect to disreg>d$ entities ,adju/$ f9ancial /atem5t income %all be adju/$ to take into acc\nt any adju/$ f9ancial /atem5t income ( a disreg>d$ entity own$ by ! taxpay]4 7#g7 ,special rule = coop]atives ,9 ! case ( a coop]ative to :i* section #acha applies1 ! adju/$ f9ancial /atem5t income 7det]m9$ )\t reg>d to ?is p>agraph7 %all be r$uc$ by ! am\nts ref]r$ to 9 section #achb7;b7 7relat+ to patronage divid5ds & p]-unit reta9 allocations7 to ! ext5t su* am\nts 7 n o!rwise tak5 into acc\nt 9 det]m9+ adju/$ f9ancial /atem5t income4 7#h7 ,rules = ,alaska ,native ,corporations ,adju/$ f9ancial /atem5t income %all be appropriately adju/$ to all[-- 7,a7 co/ recov]y & depletion attributable to prop]ty ! basis ( :i* is det]m9$ "u section #ba7;c7 ( ! ,alaska ,native ,claims ,settlem5t ,act 7#dc ,u4,s4,c4 #afbj7;c771 & 7,b7 d$uctions = am\nts payable made pursuant to section #g7;i7 or section #g7;j7 ( su* ,act 7#dc ,u4,s4,c4 #afjf7;i7 & #afjf7;j77 only at su* "t z ! d$uctions are all[$ = tax purposes4 7#i7 ,am\nts attributable to elections = direct paym5t ( c]ta9 cr$its ,adju/$ f9ancial /atem5t income %all be appropriately adju/$ to disreg>d any am\nt receiv$ z a refund ( taxes :i* is attributable to an election "u section #fdag4 7#aj7 ,consi/5t treatm5t ( mortgage s]vic+ income ( taxpay] o!r ?an a regulat$ inve/m5t company 7,a7 ,9 g5]al ,adju/$ f9ancial /atem5t income %all be adju/$ s z n to include any item ( income 9 connection ) a mortgage s]vic+ contract any e>li] ?an :5 su* income is includ$ 9 gross income "u any o!r provision ( ?is *apt]4 7,b7 ,rules = am\nts n repres5t+ reasonable comp5sation ,! ,secret>y %all provide regulations to prev5t ! avoidance ( taxes impos$ by ?is *apt] ) respect to am\nts n repres5t+ reasonable comp5sation 7z det]m9$ by ! ,secret>y7 ) respect to a mortgage s]vic+ contract4 7#aa7 ,secret>ial au?ority to adju/ items ,! ,secret>y %all issue regulations or o!r guidance to provide = su* adju/m5ts to adju/$ f9ancial /atem5t income z ! ,secret>y det]m9es necess>y to c>ry out ! purposes ( ?is section1 includ+ adju/m5ts-- 7,a7 to prev5t ! omission or duplication ( any item1 7,b7 to take into acc\nt ! own]%ip ( a memb] ( a gr\p by a corporation or p>tn]%ip :i* is n a memb] ( su* gr\p1 & 7,c7 to c>ry out ! pr9ciples ( "p ,,ii ( sub*apt] ,c ( ?is *apt] 7relat+ to corporate liquidations71 "p ,,iii ( sub*apt] ,c ( ?is *apt] 7relat+ to corporate organizations & reorganizations71 & "p ,,ii ( sub*apt] ,k ( ?is *apt] 7relat+ to p>tn]%ip contributions & di/ributions74 7d7 ,d$uction = f9ancial /atem5t net op]at+ loss 7#a7 ,9 g5]al ,adju/$ f9ancial /atem5t income 7det]m9$ aft] application ( subsection 7c7 & )\t reg>d to ?is subsection7 %all be r$uc$ by an am\nt equal to ! less] (-- 7,a7 ! aggregate am\nt ( f9ancial /atem5t net op]at+ loss c>ryov]s to ! taxable ye>1 or 7,b7 #hj p]c5t ( adju/$ f9ancial /atem5t income comput$ )\t reg>d to ! d$uction all[able "u ?is subsection4 7#b7 ,f9ancial /atem5t net op]at+ loss c>ryov] ,a f9ancial /atem5t net op]at+ loss = any taxable ye> %all be a f9ancial /atem5t net op]at+ loss c>ryov] to ea* taxable ye> foll[+ ! taxable ye> ( ! loss4 ,! portion ( su* loss :i* %all be c>ri$ to subsequ5t taxable ye>s %all be ! am\nt ( su* loss rema9+ 7if any7 aft] ! application ( p>agraph 7#a74 7#c7 ,f9ancial /atem5t net op]at+ loss def9$ ,= purposes ( ?is subsection1 ! t]m f9ancial /atem5t net op]at+ loss means ! am\nt ( ! net loss 7if any7 set =? on ! corporation's applicable f9ancial /atem5t 7det]m9$ aft] application ( subsection 7c7 & )\t reg>d to ?is subsection7 = taxable ye>s end+ aft] ,decemb] #ca1 #bjai4 7e7 ,regulations & o!r guidance ,! ,secret>y %all provide = su* regulations & o!r guidance z necess>y to c>ry out ! purposes ( ?is section1 includ+ regulations & o!r guidance relat+ to ! effect ( ! rules ( ?is section on p>tn]%ips ) income tak5 into acc\nt by an applicable corporation4 4 7#b7 ,cl]ical am5dm5t ,! table ( sections = "p ,,vi ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #ef ! foll[+ new item3 ,sec4 #ef;,a4 ,adju/$ f9ancial /atem5t income4 4 7c7 ,corporate ,,amt =eign tax cr$it ,section #ei1 z am5d$ by ?is section1 is am5d$ by add+ at ! end ! foll[+ new subsection3 7l7 ,corporate ,,amt =eign tax cr$it 7#a7 ,9 g5]al ,= purposes ( ?is "p1 if an applicable corporation *ooses to h ! b5efits ( subp>t ,a ( "p ,,iii ( sub*apt] ,n = any taxable ye>1 ! corporate ,,amt =eign tax cr$it = ! taxable ye> ( ! applicable corporation is an am\nt equal to sum (-- 7,a7 ! less] (-- 7i7 ! aggregate ( ! applicable corporation's pro rata %>e 7z det]m9$ "u section #ef;,a7c77#c77 ( ! am\nt ( income1 w> pr(its1 & excess pr(its taxes 7)9 ! mean+ ( section #ija7 impos$ by any =eign c\ntry or possession ( ! ,unit$ ,/ates :i* are-- 7,i7 tak5 into acc\nt on ! applicable f9ancial /atem5t ( ea* controll$ =eign corporation ) respect to :i* ! applicable corporation is a ,unit$ ,/ates %>ehold]1 & 7,,ii7 paid or accru$ 7= ,f$]al income tax purposes7 by ea* su* controll$ =eign corporation1 or 7ii7 ! product ( ! am\nt ( ! adju/m5t "u section #ef;,a7c77#c7 & ! p]c5tage specifi$ 9 section #ee7;b77#b77;,a77i71 & 7,b7 ! am\nt ( income1 w> pr(its1 & excess pr(its taxes 7)9 ! mean+ ( section #ija7 impos$ by any =eign c\ntry or possession ( ! ,unit$ ,/ates to ! ext5t su* taxes are-- 7i7 tak5 into acc\nt on ! applicable corporation's applicable f9ancial /atem5t1 & 7ii7 paid or accru$ 7= ,f$]al income tax purposes7 by ! applicable corporation4 7#b7 ,c>ryov] ( excess tax paid ,= any taxable ye> = :i* an applicable corporation *ooses to h ! b5efits ( subp>t ,a ( "p ,,iii ( sub*apt] ,n1 ! excess ( ! am\nt describ$ 9 p>agraph 7#a77;,a77i7 ov] ! am\nt describ$ 9 p>agraph 7#a77;,a77ii7 %all increase ! am\nt describ$ 9 p>agraph 7#a77;,a77i7 9 any ( ! fir/ #e succe$+ taxable ye>s to ! ext5t n tak5 into acc\nt 9 a prior taxable ye>4 7#c7 ,regulations or o!r guidance ,! ,secret>y %all provide = su* regulations or o!r guidance z is necess>y to c>ry out ! purposes ( ?is subsection4 4 7d7 ,treatm5t ( g5]al bus9ess cr$it ,section #ch7;c77#f77;,e7 is am5d$ to read z foll[s3 7,e7 ,corporations ,9 ! case ( a corporation-- 7i7 ! fir/ s5t5ce ( p>agraph 7#a7 %all be appli$ by sub/itut+ #be p]c5t ( ! taxpay]'s net income tax z exce$s #be1jjj = ! great] ( & all t foll[s1 7ii7 p>agraph 7#b77;,a7 %all be appli$ )\t reg>d to clause 7ii77,i7 !re(1 & 7iii7 p>agraph 7#d77;,a7 %all be appli$ )\t reg>d to clause 7ii77,i7 !re(4 4 7e7 ,cr$it = prior ye> m9imum tax liability 7#a7 ,9 g5]al ,section #ec7;e7 is am5d$ to read z foll[s3 7e7 ,application to applicable corporations ,9 ! case ( a corporation-- 7#a7 subsection 7b77#a7 %all be appli$ by sub/itut+ ! net m9imum tax = all prior taxable ye>s beg9n+ aft] #bjbb = ! adju/$ net m9imum tax impos$ = all prior taxable ye>s beg9n+ aft] #aihf1 & 7#b7 ! am\nt det]m9$ "u subsection 7c77#a7 %all be increas$ by ! am\nt ( tax impos$ "u section #ei;,a = ! taxable ye>4 4 7#b7 ,con=m+ am5dm5ts ,section #ec7;d7 is am5d$-- 7,a7 9 p>agraph 7#b71 by /rik+ 1 except t 9 ! case & all t foll[s ?r\gh treat$ z z]o1 & 7,b7 by /rik+ p>agraph 7#c74 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 #achajb4 ,excise tax on repur*ase ( corporate /ock 7a7 ,9 g5]al ,subtitle ,d is am5d$ by ins]t+ aft] *apt] #cf ! foll[+ new *apt]3 #cg ,repur*ase ( corporate /ock ,sec4 #deja4 ,repur*ase ( corporate /ock4 #deja4 ,repur*ase ( corporate /ock 7a7 ,g5]al rule ,!re is h]eby impos$ on ea* cov]$ corporation a tax equal to #a p]c5t ( ! fair m>ket value ( any /ock ( ! corporation :i* is repur*as$ by su* corporation dur+ ! taxable ye>4 7b7 ,cov]$ corporation ,= purposes ( ?is section1 ! t]m cov]$ corporation means any dome/ic corporation ! /ock ( :i* is trad$ on an e/abli%$ securities m>ket 7)9 ! mean+ ( section #ggjd7;b77#a774 7c7 ,repur*ase ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m repur*ase means-- 7,a7 a r$emption )9 ! mean+ ( section #cag7;b7 ) reg>d to ! /ock ( a cov]$ corporation1 & 7,b7 any transaction det]m9$ by ! ,secret>y to be economically simil> to a transaction describ$ 9 subp>agraph 7,a74 7#b7 ,treatm5t ( pur*ases by specifi$ affiliates 7,a7 ,9 g5]al ,! acquisition ( /ock ( a cov]$ corporation by a specifi$ affiliate ( su* cov]$ corporation1 f a p]son :o is n ! cov]$ corporation or a specifi$ affiliate ( su* cov]$ corporation1 %all be treat$ z a repur*ase ( ! /ock ( ! cov]$ corporation by su* cov]$ corporation4 7,b7 ,specifi$ affiliate ,= purposes ( ?is section1 ! t]m specifi$ affiliate means1 ) respect to any corporation-- 7i7 any corporation m ?an #ej p]c5t ( ! /ock ( :i* is own$ 7by vote or by value71 directly or indirectly1 by su* corporation1 & 7ii7 any p>tn]%ip m ?an #ej p]c5t ( ! capital int]e/s or pr(its int]e/s ( :i* is held1 directly or indirectly1 by su* corporation4 7#c7 ,adju/m5t ,! am\nt tak5 into acc\nt "u subsection 7a7 ) respect to any /ock repur*as$ by a cov]$ corporation %all be r$uc$ by ! fair m>ket value ( any /ock issu$ by ! cov]$ corporation dur+ ! taxable ye>1 includ+ ! fair m>ket value ( any /ock issu$ to employees ( su* cov]$ corporation or a specifi$ affiliate ( su* cov]$ corporation dur+ ! taxable ye>1 :e!r or n su* /ock is issu$ 9 response to ! ex]cise ( an option to pur*ase su* /ock4 7d7 ,special rules = acquisition ( /ock ( c]ta9 =eign corporations 7#a7 ,9 g5]al ,9 ! case ( an acquisition ( /ock ( an applicable =eign corporation by a specifi$ affiliate ( su* corporation 7o!r ?an a =eign corporation or a =eign p>tn]%ip 7unless su* p>tn]%ip has a dome/ic entity z a direct or indirect p>tn]77 f a p]son :o is n ! applicable =eign corporation or a specifi$ affiliate ( su* applicable =eign corporation1 = purposes ( ?is section-- 7,a7 su* specifi$ affiliate %all be treat$ z a cov]$ corporation ) respect to su* acquisition1 7,b7 su* acquisition %all be treat$ z a repur*ase ( /ock ( a cov]$ corporation by su* cov]$ corporation1 & 7,c7 ! adju/m5t "u subsection 7c77#c7 %all be det]m9$ only ) respect to /ock issu$ by su* specifi$ affiliate to employees ( ! specifi$ affiliate4 7#b7 ,surrogate =eign corporations ,9 ! case ( a repur*ase ( /ock ( a cov]$ surrogate =eign corporation by su* cov]$ surrogate =eign corporation1 or an acquisition ( /ock ( a cov]$ surrogate =eign corporation by a specifi$ affiliate ( su* corporation1 = purposes ( ?is section-- 7,a7 ! expatriat$ entity ) respect to su* cov]$ surrogate =eign corporation %all be treat$ z a cov]$ corporation ) respect to su* repur*ase or acquisition1 7,b7 su* repur*ase or acquisition %all be treat$ z a repur*ase ( /ock ( a cov]$ corporation by su* cov]$ corporation1 & 7,c7 ! adju/m5t "u subsection 7c77#c7 %all be det]m9$ only ) respect to /ock issu$ by su* expatriat$ entity to employees ( ! expatriat$ entity4 7#c7 ,def9itions ,= purposes ( ?is subsection-- 7,a7 ,applicable =eign corporation ,! t]m applicable =eign corporation means any =eign corporation ! /ock ( :i* is trad$ on an e/abli%$ securities m>ket 7)9 ! mean+ ( section #ggjd7;b77#a774 7,b7 ,cov]$ surrogate =eign corporation ,! t]m cov]$ surrogate =eign corporation means any surrogate =eign corporation 7z det]m9$ "u section #ghgd7;a77#b77;,b7 by sub/itut+ ,septemb] #bj1 #bjba = ,m>* #d1 #bjjc ea* place x appe>s7 ! /ock ( :i* is trad$ on an e/abli%$ securities m>ket 7)9 ! mean+ ( section #ggjd7;b77#a771 b only ) respect to taxable ye>s :i* include any portion ( ! applicable p]iod ) respect to su* corporation "u section #ghgd7;d77#a74 7,c7 ,expatriat$ entity ,! t]m expatriat$ entity has ! mean+ giv5 su* t]m by section #ghgd7;a77#b77;,a74 7e7 ,exceptions ,subsection 7a7 %all n apply-- 7#a7 to ! ext5t t ! repur*ase is "p ( a reorganization 7)9 ! mean+ ( section #cfh7;a77 & no ga9 or loss is recogniz$ on su* repur*ase by ! %>ehold] "u *apt] #a by reason ( su* reorganization1 7#b7 9 any case 9 :i* ! /ock repur*as$ is1 or an am\nt ( /ock equal to ! value ( ! /ock repur*as$ is1 contribut$ to an employ]-sponsor$ retirem5t plan1 employee /ock own]%ip plan1 or simil> plan1 7#c7 9 any case 9 :i* ! total value ( ! /ock repur*as$ dur+ ! taxable ye> does n exce$ #a1jjj1jjj1 7#d7 "u regulations prescrib$ by ! ,secret>y1 9 cases 9 :i* ! repur*ase is by a deal] 9 securities 9 ! ord9>y c\rse ( bus9ess1 7#e7 to repur*ases by a regulat$ inve/m5t company 7z def9$ 9 section #hea7 or a real e/ate inve/m5t tru/1 or 7#f7 to ! ext5t t ! repur*ase is treat$ z a divid5d = purposes ( ?is title4 7f7 ,regulations & guidance ,! ,secret>y %all prescribe su* regulations & o!r guidance z are necess>y or appropriate to adm9i/] & to prev5t ! avoidance ( ! purposes ( ?is section1 includ+ regulations & o!r guidance-- 7#a7 to prev5t ! abuse ( ! exceptions provid$ by subsection 7e71 7#b7 to address special classes ( /ock & pref]r$ /ock1 & 7#c7 = ! application ( ! rules "u subsection 7d74 4 7b7 ,tax n d$uctible ,p>agraph 7#f7 ( section #bge7;a7 is am5d$ by ins]t+ #cg1 be=e #da4 7c7 ,cl]ical am5dm5t ,! table ( *apt]s = subtitle ,d is am5d$ by ins]t+ aft] ! item relat+ to *apt] #cf ! foll[+ new item3 ,*apt] #cg--,repur*ase ( corporate /ock 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to repur*ases 7)9 ! mean+ ( section #deja7;c7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 z add$ by ?is section7 ( /ock aft] ,decemb] #ca1 #bjba4 ,b ,limitations on d$uction = int]e/ exp5se #achaaa4 ,limitations on d$uction = int]e/ exp5se 7a7 ,int]e/ exp5se ( c]ta9 memb]s ( int]national f9ancial report+ gr\ps ,section #afc is am5d$ by r$esignat+ subsection 7n7 z subsection 7p7 & by ins]t+ aft] subsection 7m7 ! foll[+ new subsection3 7n7 ,limitation on d$uction ( int]e/ by c]ta9 memb]s ( int]national f9ancial report+ gr\ps 7#a7 ,9 g5]al ,9 ! case ( any specifi$ dome/ic corporation :i* is a memb] ( any int]national f9ancial report+ gr\p1 ! d$uction "u ?is *apt] = int]e/ paid or accru$ dur+ ! taxable ye> 9 excess ( ! am\nt ( int]e/ includible 9 ! gross income ( su* corporation %all n exce$ ! all[able p]c5tage ( #aaj p]c5t ( su* excess4 7#b7 ,specifi$ dome/ic corporation ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,! t]m specifi$ dome/ic corporation means any dome/ic corporation o!r ?an-- 7i7 any corporation if ! excess (-- 7,i7 ! av]age am\nt ( int]e/ paid or accru$ by su* corporation dur+ ! #c-taxable-ye> p]iod end+ ) ! taxable ye> to :i* p>agraph 7#a7 applies1 ov] 7,,ii7 ! av]age am\nt ( int]e/ includible 9 ! gross income ( su* corporation = su* #c-taxable-ye> p]iod1 does n exce$ #ab1jjj1jjj1 7ii7 any corporation to :i* p>agraph 7#a7 ( section #afc7;j7 does n apply by reason ( p>agraph 7#c7 ( su* section 7det]m9$ )\t reg>d to p>agraph 7#d77;,b7 ( su* section71 & 7iii7 any ,s corporation1 real e/ate inve/m5t tru/1 or regulat$ inve/m5t company4 7,b7 ,aggregation rule ,= purposes ( clauses 7i7 & 7ii7 ( subp>agraph 7,a71 all dome/ic corporations :i* are memb]s ( ! same int]national f9ancial report+ gr\p %all be treat$ z a s+le corporation4 7,c7 ,=eign corporations engag$ 9 trade or bus9ess )9 ! ,unit$ ,/ates ,if a =eign corporation is engag$ 9 a trade or bus9ess )9 ! ,unit$ ,/ates1 su* =eign corporation %all be treat$ z a dome/ic corporation ) respect to ! items t are effectively connect$ ) su* trade or bus9ess4 7#c7 ,int]national f9ancial report+ gr\p ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,! t]m int]national f9ancial report+ gr\p means1 ) respect to any report+ ye>1 two or m entities if-- 7i7 ei!r-- 7,i7 at lea/ "o entity is a =eign corporation engag$ 9 a trade or bus9ess )9 ! ,unit$ ,/ates1 or 7,,ii7 at lea/ "o entity is a dome/ic corporation & ano!r entity is a =eign corporation1 & 7ii7 su* entities are includ$ 9 ! same applicable f9ancial /atem5t ) respect to su* ye>4 7,b7 ,election to include eligible corporations 9 gr\p 7i7 ,9 g5]al ,to ! ext5t provid$ by ! ,secret>y 9 regulations or o!r guidance1 an int]national f9ancial report+ gr\p may elect 7at su* "t & 9 su* mann] z ! ,secret>y may provide7 to treat all eligible corporations ) respect to su* gr\p z memb]s ( su* gr\p = purposes ( ?is subsection4 ,z a condition ( su* election1 all su* eligible corporations mu/ ma9ta9 7& provide access to7 su* books & records z ! ,secret>y det]m9es are satisfactory to all[ = ! application ( ?is subsection ) respect to su* eligible corporations4 ,su* election may be revok$ only ) ! cons5t ( ! ,secret>y4 7ii7 ,eligible corporation ,! t]m eligible corporation means1 ) respect to any int]national f9ancial report+ gr\p1 any corporation if at lea/ #bj p]c5t ( ! /ock ( su* corporation 7det]m9$ by vote & value7 is held 7directly or indirectly7 by memb]s ( su* int]national f9ancial report+ gr\p 7det]m9$ )\t reg>d to ?is subp>agraph74 7#d7 ,all[able p]c5tage ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,! t]m all[able p]c5tage means1 ) respect to any specifi$ dome/ic corporation = any taxable ye>1 ! ratio 7express$ z a p]c5tage & n great] ?an #ajj p]c5t7 (-- 7i7 su* corporation's allocable %>e ( ! int]national f9ancial report+ gr\p's report$ net int]e/ exp5se = ! report+ ye> ( su* gr\p :i* ends 9 or ) su* taxable ye> ( su* corporation1 ov] 7ii7 su* corporation's report$ net int]e/ exp5se = su* report+ ye> ( su* gr\p4 7,b7 ,report$ net int]e/ exp5se ,! t]m report$ net int]e/ exp5se means-- 7i7 ) respect to any int]national f9ancial report+ gr\p = any report+ ye>1 ! excess (-- 7,i7 ! aggregate am\nt ( int]e/ exp5se report$ 9 su* gr\p's applicable f9ancial /atem5ts = su* taxable ye>1 ov] 7,,ii7 ! aggregate am\nt ( int]e/ income report$ 9 su* gr\p's applicable f9ancial /atem5ts = su* taxable ye>1 & 7ii7 ) respect to any specifi$ dome/ic corporation = any report+ ye>1 ! excess (-- 7,i7 ! am\nt ( int]e/ exp5se ( su* corporation report$ 9 ! books & records ( ! int]national f9ancial report+ gr\p :i* are us$ 9 prep>+ su* gr\p's applicable f9ancial /atem5ts = su* taxable ye>1 ov] 7,,ii7 ! am\nt ( int]e/ income ( su* corporation report$ 9 su* books & records4 7,c7 ,allocable %>e ( report$ net int]e/ exp5se ,) respect to any specifi$ dome/ic corporation :i* is a memb] ( any int]national f9ancial report+ gr\p1 su* corporation's allocable %>e ( su* gr\p's report$ net int]e/ exp5se = any report+ ye> is ! portion ( su* exp5se :i* be>s ! same ratio to su* exp5se z-- 7i7 ! ,,ebitda ( su* corporation = su* report+ ye>1 be>s to 7ii7 ! ,,ebitda ( su* gr\p = su* report+ ye>4 7,d7 ,,ebitda 7i7 ,9 g5]al ,! t]m ,,ebitda means1 ) respect to any report+ ye>1 e>n+s be=e int]e/ income & int]e/ exp5se1 taxes1 depreciation1 depletion1 & amortization-- 7,i7 z det]m9$ 9 ! int]national f9ancial report+ gr\p's applicable f9ancial /atem5ts = su* ye>1 or 7,,ii7 z det]m9$ 9 ! books & records ( ! int]national f9ancial report+ gr\p :i* are us$ 9 prep>+ su* /atem5ts if n det]m9$ 9 su* /atem5ts4 7ii7 ,det]m9ation ( ,,ebitda ( a specifi$ dome/ic corporation ,! ,,ebitda ( any specifi$ dome/ic corporation %all be det]m9$ on a /&-alone basis & )\t reg>d to any di/ribution receiv$ by su* corporation f any o!r memb] ( ! int]national f9ancial report+ gr\p4 7,e7 ,special rules = non-positive ,,ebitda 7i7 ,non-positive gr\p ,,ebitda ,9 ! case ( any int]national f9ancial report+ gr\p ! ,,ebitda ( :i* is z]o or less1 p>agraph 7#a7 %all n apply to any specifi$ dome/ic corporation :i* is a memb] ( su* gr\p4 7ii7 ,non-positive entity ,,ebitda ,9 ! case ( any specifi$ dome/ic corporation ! ,,ebitda ( :i* is z]o or less1 ! all[able p]c5tage %all be #j p]c5t4 7#e7 ,applicable f9ancial /atem5t ,= purposes ( ?is subsection1 ! t]m applicable f9ancial /atem5t has ! mean+ giv5 su* t]m 9 section #dea7;b77#c74 7#f7 ,report+ ye> ,= purposes ( ?is subsection1 ! t]m report+ ye> means any ye> = :i* an applicable f9ancial /atem5t is prep>$ or requir$ to be prep>$4 7#g7 ,regulations ,! ,secret>y may issue su* regulations or o!r guidance z are necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance :i*-- 7,a7 all[s or requires ! adju/m5t ( am\nts report$ on applicable f9ancial /atem5ts1 7,b7 all[s or requires any corporation to be includ$ or exclud$ z a memb] ( any int]national f9ancial report+ gr\p = purposes ( any det]m9ation or calculation "u ?is subsection1 7,c7 treats int]e/ income ( a controll$ =eign corporation :i* is subp>t ,f income1 & any int]e/ exp5se ( su* corporation :i* is relat$ to subp>t ,f income1 z income & int]e/ exp5se1 respectively1 ( a specifi$ dome/ic corporation = purposes ( ?is subsection1 7,d7 prev5ts ! omission1 inclusion1 or duplication ( any item or am\nt ( int]e/ income or int]e/ exp5se1 & 7,e7 provides rules = ! application ( ?is subsection ) respect to-- 7i7 a dome/ic corporation t is a p>tn] 7directly or indirectly7 9 a p>tn]%ip1 7ii7 a dome/ic corporation t owns 7directly or indirectly7 an int]e/ 9 an entity t is fiscally transp>5t 9 "o or m jurisdictions1 & 7iii7 a =eign corporation to :i* ?is subsection applies by reason ( p>agraph 7#b77;,c74 4 7b7 ,modification ( application ( limitation on bus9ess int]e/ to p>tn]%ips & ,s corporations 7#a7 ,9 g5]al ,section #afc7;j77#d7 is am5d$ to read z foll[s3 7#d7 ,application to p>tn]%ips & ,s corporations 7,a7 ,9 g5]al ,9 ! case ( any p>tn]%ip or ,s corporation1 ?is subsection %all be appli$ at ! p>tn] or %>ehold] level1 respectively4 7,b7 ,application ( exemption = c]ta9 small bus9esses ,9 ! case ( any p>tn]%ip or ,s corporation :i* does n meet ! gross receipts te/ ( section #ddh7;c7 = any taxable ye>1 p>agraph 7#c7 %all n apply ) respect to any di/ributive1 or pro rata1 %>e ( bus9ess int]e/ & o!r items "u ?is subsection ( su* p>tn]%ip or ,s corporation4 7,c7 ,regulations ,! ,secret>y %all prescribe su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations or o!r guidance-- 7i7 = requir+ or re/rict+ ! allocation ( bus9ess int]e/ & o!r items "u ?is subsection1 7ii7 to provide = su* report+ requirem5ts z ! ,secret>y det]m9es appropriate1 & 7iii7 = ! application ( ?is subsection 9 ! case ( ti]$ /ructures or trades or bus9esses describ$ 9 p>agraph 7#g74 4 7#b7 ,con=m+ am5dm5t ,section #afc7;j77#c7 is am5d$ by ins]t+ except to ! ext5t provid$ 9 p>agraph 7#d77;,b7 aft] to su* taxpay] = su* taxable ye>4 7c7 ,c>ry=w>d ( disall[$ int]e/ 7#a7 ,9 g5]al ,section #afc is am5d$ by ins]t+ aft] subsection 7n71 z add$ by subsection 7a71 ! foll[+ new subsection3 7o7 ,c>ry=w>d ( c]ta9 disall[$ int]e/ ,! am\nt ( any int]e/ n all[$ z a d$uction = any taxable ye> by reason ( subsection 7j7 or 7n77#a7 7:i*ev] imposes ! l[] limitation ) respect to su* taxable ye>7 %all be treat$ z int]e/ 7& z bus9ess int]e/ = purposes ( subsection 7j7 to ! ext5t su* am\nt is prop]ly attributable to a trade or bus9ess z def9$ 9 subsection 7j77#g77 paid or accru$ 9 ! succe$+ taxable ye>4 4 7#b7 ,con=m+ am5dm5ts 7,a7 ,section #afc7;j77#b7 is am5d$ to read z foll[s3 7#b7 ,c>ry=w>d cross-ref]5ce ,= c>ry=w>d treatm5t1 see subsection 7o74 4 7,b7 ,section #cha7;c77#bj7 is am5d$ to read z foll[s3 7#bj7 ,c>ry=w>d ( disall[$ int]e/ ,! c>ryov] ( disall[$ int]e/ describ$ 9 section #afc7o7 to taxable ye>s end+ aft] ! date ( di/ribution or transf]4 4 7,c7 ,section #chb7;d77#c7 is am5d$ to read z foll[s3 7#c7 ,application to c>ry=w>d ( disall[$ int]e/ ,! t]m pre-*ange loss %all include any c>ryov] ( disall[$ int]e/ describ$ 9 section #afc7o7 "u rules simil> to ! rules ( p>agraph 7#a74 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 7e7 ,transition rule ,9 ! case ( a p>tn]'s fir/ succe$+ taxable ye> describ$ 9 subclause 7,,ii7 ( section #afc7;j77#d77;,b77ii7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z 9 effect be=e ! am5dm5t made by subsection 7b77 :i* beg9s aft] ,decemb] #ca1 #bjbb1 ! am\nt ( excess bus9ess int]e/ :i* w\ld 7b = su* am5dm5t7 be c>ri$ to su* taxable ye> "u su* subclause %all be treat$ z int]e/ 7& z bus9ess int]e/ = purposes ( section #afc7;j7 ( su* ,code1 z am5d$ by ?is section7 paid or accru$ 9 su* taxable ye>4 ,a rule simil> to ! rule 9 ! prec$+ s5t5ce %all apply 9 ! case ( an ,s corporation & its %>ehold]s4 ,= c>ryov] ( any su* int]e/ disall[$ = su* taxable ye>1 see section #afc7o7 ( su* ,code1 z am5d$ by ?is section4 ,c ,outb\nd int]national provisions #achaba4 ,modifications to d$uction = =eign-d]iv$ intangible income & global intangible l[-tax$ income 7a7 ,9 g5]al ,section #bej7;a7 is am5d$ to read z foll[s3 7a7 ,9 g5]al ,9 ! case ( a dome/ic corporation = any taxable ye>1 !re %all be all[$ z a d$uction an am\nt equal to ! sum (-- 7#a7 #bd4h p]c5t ( ! =eign-d]iv$ intangible income ( su* dome/ic corporation = su* taxable ye>1 plus 7#b7 #bh4e p]c5t (-- 7,a7 ! global intangible l[-tax$ income 7if any7 :i* is includ$ 9 ! gross income ( su* dome/ic corporation "u section #iea;,a = su* taxable ye>1 & 7,b7 ! am\nt treat$ z a divid5d receiv$ by su* corporation "u section #gh :i* is attributable to ! am\nt describ$ 9 subp>agraph 7,a74 4 7b7 ,d$uction tak5 into acc\nt 9 det]m9+ net op]at+ loss d$uction ,section #agb7;d7 is am5d$ by /rik+ p>agraph 7#i74 7c7 ,c]ta9 o!r modifications 7#a7 ,section #bej7;b77#c7 is am5d$-- 7,a7 9 subp>agraph 7,a77i7-- 7i7 by /rik+ & at ! end ( subclause 7,v71 7ii7 by /rik+ ov] at ! end ( subclause 7,,vi71 & 7iii7 by add+ at ! end ! foll[+ new subclauses3 7,,vii7 any income describ$ 9 clause 7i7 or 7ii7 ( section #ijd7;d77#b77;,b71 det]m9$ )\t reg>d to clause 7iii77,,ii7 !re(1 7,,viii7 except z o!rwise provid$ by ! ,secret>y1 any income & ga9 f ! sale or o!r disposition 7includ+ ! deem$ sale or o!r deem$ disposition7 ( prop]ty giv+ rise to r5ts or royalties d]iv$ 9 ! active conduct ( a trade or bus9ess1 & 7,,ix7 any disqualifi$ extrat]ritorial income1 ov] 1 & 7,b7 by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,disqualifi$ extrat]ritorial income 7i7 ,9 g5]al ,= purposes ( subp>agraph 7,a77i77,,ix71 ! t]m disqualifi$ extrat]ritorial income means any am\nt includ$ 9 ! gross income ( ! corporation ) respect to any transaction = any taxable ye> if any am\nt c\ld 7det]m9$ aft] application ( clause 7ii7 b )\t reg>d to any election "u section #idb7;a77#c7 z 9 effect be=e its repeal7 be exclud$ f ! gross income ( ! corporation ) respect to su* transaction = su* taxable ye> by reason ( section #aad pursuant to ! application ( subsection 7d7 or 7f7 ( section #aja ( ! ,am]ican ,jobs ,creation ,act ( #bjjd4 7ii7 ,election out ( extrat]ritorial income b5efits 7,i7 ,9 g5]al ,except z provid$ 9 subclause 7,,ii71 ! corporation ref]r$ to 9 clause 7i7 may make an irrevocable election 7at su* "t & 9 su* =m & mann] z ! ,secret>y may provide7 to h subsections 7d7 & 7f7 ( section #aja ( ! ,am]ican ,jobs ,creation ,act ( #bjjd n apply ) respect to su* corporation = ! taxable ye> = :i* su* election is made & all succe$+ taxable ye>s 7applicable ) respect to all transactions1 includ+ transactions occurr+ be=e su* taxable ye>74 7,,ii7 ,exp&$ affiliat$ gr\ps ,9 ! case ( any corporation :i* is a memb] ( an exp&$ affiliat$ gr\p1 ! election describ$ 9 subclause 7,i7 may be made only by ! common p>5t ( su* gr\p 7or1 9 ! case ( a common p>5t :i* is n requir$ to file a return ( tax "u ?is *apt]1 ! delegate ( su* common p>5t7 & %all apply ) respect to all memb]s ( su* gr\p4 ,= purposes ( ! prec$+ s5t5ce1 ! t]m exp&$ affiliat$ gr\p means an affiliat$ gr\p z def9$ 9 section #aejd7;a71 det]m9$ )\t reg>d to section #aejd7;b77#c7 & by sub/itut+ m ?an #ej p]c5t = at lea/ #hj p]c5t ea* place x appe>s4 4 7,c7 ,section #bej7;b77#e77;,e7 is am5d$ by ins]t+ 7o!r ?an p>agraph 7#c77;,a77i77,,viii77 aft] ,= purposes ( ?is subsection4 7#b7 ,section #fac;,a7d77#a7 is am5d$ by /rik+ & at ! end ( subp>agraph 7,d71 by /rik+ ! p]iod at ! end ( subp>agraph 7,e7 & ins]t+ 1 &1 & by ins]t+ aft] subp>agraph 7,e7 ! foll[+ new subp>agraph3 7,f7 any d$uction all[able "u section #bej4 4 7d7 ,effective date 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 ! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 7#b7 ,c]ta9 modifications ,! am5dm5ts made by subsection 7c7 %all apply to taxable ye>s beg9n+ aft] ! date ( ! enactm5t ( ?is ,act4 7e7 ,no inf]5ce reg>d+ c]ta9 modifications ,! am5dm5ts made by subsection 7c7 %all n be con/ru$ to create any inf]5ce ) respect to ! prop] application ( any provision ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to any taxable ye> beg9n+ be=e ! taxable ye>s to :i* su* am5dm5ts apply4 7f7 ,transition rule = accel]at$ p]c5tage r$uction 7#a7 ,9 g5]al ,9 ! case ( any taxable ye> :i* includes ,decemb] #ca1 #bjbb 7o!r ?an a taxable ye> ) respect to :i* su* date is ! la/ day ( su* taxable ye>7-- 7,a7 ! p]c5tage 9 effect "u section #bej7;a77#a77;,a7 ( ! ,int]nal ,rev5ue ,code ( #aihf %all be treat$ z be+ equal to ! sum (-- 7i7 ! pre-effective date p]c5tage ( #cg4e p]c5t1 plus 7ii7 ! po/-effective date p]c5tage ( #bd4h p]c5t1 & 7,b7 ! p]c5tage 9 effect "u section #bej7;a77#a77;,b7 ( su* ,code %all be treat$ z be+ equal to ! sum (-- 7i7 ! pre-effective date p]c5tage ( #ej p]c5t1 plus 7ii7 ! po/-effective date p]c5tage ( #bh4e p]c5t4 7#b7 ,pre- & po/-effective date p]c5tages ,= purposes ( ?is subsection1 ) respect to any taxable ye>-- 7,a7 ! t]m pre-effective date p]c5tage means ! ratio t ! numb] ( days 9 su* taxable ye> :i* are be=e ,janu>y #a1 #bjbc1 be>s to ! numb] ( days 9 su* taxable ye>1 & 7,b7 ! t]m po/-effective date p]c5tage means ! ratio t ! numb] ( days 9 su* taxable ye> :i* are aft] ,decemb] #ca1 #bjbb1 be>s to ! numb] ( days 9 su* taxable ye>4 #achabb4 ,repeal ( election = #a-mon? def]ral 9 det]m9ation ( taxable ye> ( specifi$ =eign corporations 7a7 ,9 g5]al ,section #hih7;c7 is am5d$ by /rik+ p>agraph 7#b7 & r$esignat+ p>agraph 7#c7 z p>agraph 7#b74 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s ( specifi$ =eign corporations beg9n+ aft] ,novemb] #cj1 #bjbb4 7c7 ,transition rule ,9 ! case ( a corporation t is a specifi$ =eign corporation z ( ,novemb] #cj1 #bjbb1 su* corporation's fir/ taxable ye> beg9n+ aft] su* date %all end at ! same "t z ! fir/ requir$ ye> 7)9 ! mean+ ( section #hih7;c77#a7 ( ! ,int]nal ,rev5ue ,code ( #aihf7 end+ aft] su* date4 ,if any specifi$ =eign corporation is requir$ by ?is section 7or ! am5dm5ts made by ?is section7 to *ange its taxable ye> = its fir/ taxable ye> beg9n+ aft] ,novemb] #cj1 #bjbb-- 7#a7 su* *ange %all be treat$ z initiat$ by su* corporation1 7#b7 su* *ange %all be treat$ z hav+ be5 made ) ! cons5t ( ! ,secret>y1 & 7#c7 ! ,secret>y 7includ+ ! ,secret>y's delegate 9 ! case ( any ref]5ce to ! ,secret>y 9 ?is p>agraph7 %all issue regulations or o!r guidance = allocat+ =eign taxes t accrue 9 su* fir/ taxable ye> betwe5 su* taxable ye> & ! prior taxable ye>1 includ+ su* adju/m5ts z ! ,secret>y det]m9es are necess>y or appropriate to c>ry out ! purposes ( ?is section4 #achabc4 ,modifications ( =eign tax cr$it rules applicable to c]ta9 taxpay]s receiv+ specific economic b5efits 7a7 ,9 g5]al ,section #ija is am5d$ by r$esignat+ subsection 7n7 z subsection 7o7 & by ins]t+ aft] subsection 7m7 ! foll[+ new subsection3 7n7 ,special rules relat+ to dual capacity taxpay]s 7#a7 ,g5]al rule ,not)/&+ any o!r provision ( ?is *apt]1 any am\nt paid or accru$ by a dual capacity taxpay] to a =eign c\ntry or possession ( ! ,unit$ ,/ates = any p]iod %all n be consid]$ a tax-- 7,a7 if1 = su* p]iod1 ! =eign c\ntry or possession does n impose a g5]ally applicable income tax1 or 7,b7 to ! ext5t su* am\nt exce$s ! am\nt :i* w\ld be paid or accru$ by su* dual capacity taxpay] "u ! g5]ally applicable income tax impos$ by su* c\ntry or possession if su* taxpay] 7 n a dual capacity taxpay]4 ,no?+ 9 ?is p>agraph %all be con/ru$ to imply ! prop] treatm5t ( any su* am\nt n 9 excess ( ! am\nt det]m9$ "u subp>agraph 7,b74 7#b7 ,dual capacity taxpay] ,= purposes ( ?is subsection1 ! t]m dual capacity taxpay] means1 ) respect to any =eign c\ntry or possession ( ! ,unit$ ,/ates1 a p]son :o-- 7,a7 is subject to a levy ( su* c\ntry or possession1 & 7,b7 receives 7or w receive7 directly or indirectly a specific economic b5efit f su* c\ntry or possession 7or any political subdivision1 ag5cy1 or in/rum5tality !re(74 7#c7 ,g5]ally applicable income tax ,= purposes ( ?is subsection1 ! t]m g5]ally applicable income tax means an income tax 7or a s]ies ( income taxes7 :i* is g5]ally impos$ "u ! laws ( a =eign c\ntry or possession ( ! ,unit$ ,/ates on resid5ts ( su* =eign c\ntry or possession t are n dual capacity taxpay]s4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to am\nts paid or accru$ aft] ,decemb] #ca1 #bjba4 #achabd4 ,modifications to =eign tax cr$it limitations 7a7 ,c\ntry-by-c\ntry application ( limitation on =eign tax cr$it bas$ on taxable units 7#a7 ,9 g5]al ,section #ijd is am5d$ by ins]t+ aft] subsection 7d7 ! foll[+ new subsection3 7e7 ,c\ntry-by-c\ntry application bas$ on taxable units 7#a7 ,9 g5]al ,subsection 7d7 7& ! provisions ( ?is title ref]r$ to 9 p>agraph 7#a7 ( su* subsection7 %all be appli$ sep>ately ) respect to ea* c\ntry by tak+ into acc\nt ! aggregate income prop]ly attributable or o!rwise allocable to a taxable unit ( ! taxpay] :i* is a tax resid5t ( 7or1 9 ! case ( a bran*1 is locat$ 97 su* c\ntry4 7#b7 ,taxable units 7,a7 ,9 g5]al ,except z o!rwise provid$ by ! ,secret>y1 ea* item %all be attributable or o!rwise allocable to exactly "o taxable unit ( ! taxpay]4 7,b7 ,det]m9ation ( taxable units ,except z o!rwise provid$ by ! ,secret>y1 ! taxable units ( a taxpay] are z foll[s3 7i7 ,g5]al taxable unit ,! p]son t is ! taxpay] & t is n o!rwise describ$ 9 a sep>ate clause ( ?is subp>agraph4 7ii7 ,c]ta9 =eign corporations ,ea* =eign corporation ) respect to :i* ! taxpay] is a ,unit$ ,/ates %>ehold]4 7iii7 ,int]e/s 9 pass-?r\gh entities ,ea* int]e/ held 7directly or indirectly7 by ! taxpay] or any controll$ =eign corporation ref]r$ to 9 clause 7ii7 9 a pass-?r\gh entity if su* pass-?r\gh entity is a tax resid5t ( a c\ntry o!r ?an ! c\ntry ) respect to :i* su* taxpay] or controll$ =eign corporation 7z ! case may be7 is a tax resid5t4 7iv7 ,bran*es ,ea* bran* 7or portion !re(7 ! activities ( :i* are directly or indirectly c>ri$ on by ! taxpay] or any controll$ =eign corporation ref]r$ to 9 clause 7ii7 & :i* give rise to a taxable pres5ce 9 a c\ntry o!r ?an ! c\ntry ) respect to :i* su* taxpay] or controll$ =eign corporation 7z ! case may be7 is a tax resid5t4 7#c7 ,def9itions & special rules ,= purposes ( ?is subsection-- 7,a7 ,tax resid5t ,except z o!rwise provid$ by ! ,secret>y1 ! t]m tax resid5t means a p]son or entity subject to tax "u ! tax law ( a c\ntry z a resid5t4 ,if an entity is organiz$ "u ! law ( a c\ntry1 or resid5t 9 a c\ntry1 t does n impose an income tax ) respect to su* entities1 su* entity %all1 except z provid$ by ! ,secret>y1 be treat$ z subject to tax "u ! tax law ( su* c\ntry = ! purposes ( ! prec$+ s5t5ce4 7,b7 ,pass-?r\gh entity ,except z o!rwise provid$ by ! ,secret>y1 ! t]m pass-?r\gh entity includes any p>tn]%ip or o!r entity to ! ext5t t income1 ga91 d$uction1 or loss ( ! entity is tak5 into acc\nt 9 det]m9+ ! income or loss ( a p]son t owns 7directly or indirectly7 an int]e/ 9 su* entity4 7,c7 ,bran* ,except z o!rwise provid$ by ! ,secret>y1 ! t]m bran* means a taxable pres5ce ( a tax resid5t 9 a c\ntry o!r ?an its c\ntry ( resid5ce z det]m9$ "u su* o!r c\ntry's tax law4 ,! ,secret>y %all provide regulations or o!r guidance apply+ su* t]m to activities 9 a c\ntry t d n give rise to a taxable pres5ce4 7,d7 ,treatm5t ( fiscally autonom\s jurisdictions ,any fiscally autonom\s jurisdiction %all be treat$ z a sep>ate c\ntry4 ,any possession ( ! ,unit$ ,/ates %all also be treat$ z a sep>ate c\ntry4 7,e7 ,possession ( ! ,unit$ ,/ates ,! t]m possession ( ! ,unit$ ,/ates means ea* ( ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ! ,commonweal? ( ,pu]to ,rico1 ,guam1 & ! ,virg9 ,isl&s4 7#d7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out1 or prev5t avoidance (1 ! purposes ( ?is subsection1 includ+ regulations or o!r guidance-- 7,a7 provid+ = ! application ( ?is subsection to an entity or arrangem5t t is consid]$ a tax resid5t ( m ?an "o c\ntry or ( no c\ntry1 7,b7 provid+ = ! application ( ?is subsection to hybrid entities or hybrid transactions 7z su* t]ms are us$ = purposes ( section #bfg;,a71 pass-?r\gh entities1 passive =eign inve/m5t companies1 tru/s1 & o!r entities or arrangem5ts n o!rwise describ$ 9 ?is subsection1 & 7,c7 provid+ = ! assignm5t ( any item 7includ+ =eign taxes & d$uctions7 to taxable units1 includ+ 9 ! case ( am\nts n o!rwise tak5 into acc\nt 9 det]m9+ taxable income "u ?is *apt]4 4 7#b7 ,application ( sep>ate limitation losses ) respect to global intangible l[-tax$ income 7,a7 ,9 g5]al ,section #ijd7;f77#e77;,b7 is am5d$ to read z foll[s3 7,b7 ,allocation ( losses ,except z o!rwise provid$ 9 ?is subp>agraph1 ! sep>ate limitation losses = any taxable ye> 7to ! ext5t su* losses d n exce$ ! sep>ate limitation incomes = su* ye>7 %all be allocat$ among 7& op]ate to r$uce7 su* incomes on a proportionate basis4 ,9 ! case ( a sep>ate limitation loss = any taxable ye> 9 any category o!r ?an subp>agraph 7d77#a77;,a71 ! am\nt ( su* sep>ate limitation loss %all be allocat$ among 7& op]ate to r$uce7 sep>ate limitation income 9 any category o!r ?an income describ$ 9 subp>agraph 7d77#a77;,a7 on a proportionate basis 7)\t reg>d to income describ$ 9 subp>agraph 7d77#a77;,a774 ,! rema9+ sep>ate limitation losses may r$uce sep>ate limitation income describ$ 9 subp>agraph 7d77#a77;,a7 only to ! ext5t t ! aggregate am\nt ( su* losses exce$s ! aggregate am\nt ( sep>ate limitation incomes 7o!r ?an income describ$ 9 subp>agraph 7d77#a77;,a77 = su* taxable ye>4 4 7,b7 ,income category ,section #ijd7;f77#e77;,e77i7 is am5d$ to read z foll[s3 7i7 ,income category ,! t]m income category means ea* category ( income ) respect to :i* ?is section is requir$ to be appli$ sep>ately by reason ( any provision ( ?is title4 4 7,c7 ,sep>ate limitation loss ,section #ijd7;f77#e77;,e77iii7 is am5d$ to read z foll[s3 7iii7 ,sep>ate limitation loss ,! t]m sep>ate limitation loss means1 ) respect to any income category1 ! am\nt by :i* ! gross income f s\rces outside ! ,unit$ ,/ates is exce$$ by ! sum ( ! d$uctions prop]ly allocat$ & apportion$ !reto4 4 7b7 ,repeal ( sep>ate application to =eign bran* income 7#a7 ,9 g5]al ,section #ijd7;d77#a7 is am5d$ by /rik+ subp>agraph 7,b7 & r$esignat+ subp>agraphs 7,c7 & 7,d7 z subp>agraph 7,b7 & 7,c74 7#b7 ,coord9ation ) d$uction = =eign-d]iv$ intangible income ,section #bej7;b77#c77;,a7 is am5d$-- 7,a7 by /rik+ subclause 7,,vi7 ( clause 7i7 & ins]t+ ! foll[+ new subclause3 7,,vi7 ! income :i* is attributable to #a or m bran*es 7)9 ! mean+ ( section #ijd7;e77#c77;,c77 or pass-?r\gh entities 7)9 ! mean+ ( section #ijd7;e77#c77;,b77 9 #a or m =eign c\ntries1 ov] 1 & 7,b7 by add+ at ! end ! foll[+ flu% s5t5ce3 ,= purposes ( clause 7i77,,vi71 ! am\nt ( income attributable to a bran* or pass-?r\gh entity %all be det]m9$ "u rules e/abli%$ by ! ,secret>y4 4 7#c7 ,am5dm5ts 7,a7 ,section #ijd7;d77#b77;,a77ii7 is am5d$ by /rik+ 1 =eign bran* income14 7,b7 ,section #ijd7;d77#b77;,h7 is am5d$ to read z foll[s3 7,h7 ,treatm5t ( income tax base diff]5ces ,! ,secret>y %all issue regulations or o!r guidance assign+ to ! prop] category ( income any tax impos$ "u ! law ( a =eign c\ntry or possession ( ! ,unit$ ,/ates on an am\nt :i* does n con/itute income "u ,unit$ ,/ates tax pr9ciples4 4 7,c7 ,section #ijd7;d77#b7 is am5d$ by /rik+ subp>agraph 7,j74 7c7 ,modification ( =eign tax cr$it c>ryback & c>ry=w>d 7#a7 ,repeal ( c>ryback ,section #ijd7;c7 is am5d$-- 7,a7 by /rik+ 9 ! fir/ prec$+ taxable ye>1 &1 7,b7 by /rik+ prec$+ or ea* place x appe>s1 & 7,c7 by /rik+ ,c>ryback & 9 ! head+ !re(4 7#b7 ,application to limitation on =eign oil & gas taxes ,section #ijg7;f77#a7 is am5d$ by /rik+ 9 ! fir/ prec$+ taxable ye> &4 7#c7 ,application ( c>ry=w>d to taxes on global intangible l[-tax$ income 7,a7 ,9 g5]al ,section #ijd7;c7 is am5d$ by /rik+ ! la/ s5t5ce4 7,b7 ,tempor>y limitation ( c>ry=w>d to #e taxable ye>s ,section #ijd7;c71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7i7 by /rik+ ,any am\nt by :i* all taxes & all t prec$es x & ins]t+ ! foll[+3 7c7 ,c>ryback & c>ryov] ( excess tax paid 7#a7 ,9 g5]al ,any am\nt by :i* all taxes 1 & 7ii7 by add+ at ! end ! foll[+ new p>agraph3 7#b7 ,tempor>y limitation on c>ry=w>d ( taxes on global intangible l[-tax$ income 7,a7 ,9 g5]al ,9 ! case ( taxes paid or accru$ ) respect to am\nts describ$ 9 subsection 7d77#a77;,a71 p>agraph 7#a7 %all be appli$ by sub/itut+ #e succe$+ taxable ye>s = #aj succe$+ taxable ye>s4 7,b7 ,t]m9ation ,subp>agraph 7,a7 %all n apply to any tax paid or accru$ 9 a taxable ye> beg9n+ aft] ,decemb] #ca1 #bjcj4 4 7d7 ,treatm5t ( c]ta9 tax-exempt divid5ds 7#a7 ,c]ta9 tax-exempt divid5ds tak5 into acc\nt 9 apply+ limitations on =eign tax cr$its ,section #ijd7;b7 is am5d$ by /rik+ p>agraph 7#d74 7#b7 ,c]ta9 tax-exempt divid5ds n tak5 into acc\nt 9 allocat+ int]e/ exp5se ,section #hfd7;e77#c7 is am5d$ by /rik+ or #bde7;a7 & ins]t+ 1 #bde7;a71 or #bde;,a4 7e7 ,rules = allocation ( c]ta9 d$uctions to =eign s\rce global intangible l[-tax$ income = purposes ( =eign tax cr$it limitation ,section #ijd7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,d$uctions treat$ z allocable to =eign s\rce global intangible l[-tax$ income ,9 ! case ( a dome/ic corporation & solely = purposes ( ! application ( subsection 7a7 ) respect to am\nts describ$ 9 subsection 7d77#a77;,a71 ! taxpay]'s taxable income f s\rces )\t ! ,unit$ ,/ates %all be det]m9$-- 7,a7 by allocat+ & apportion+ any d$uction all[$ "u section #bej7;a77#b7 7& any d$uction all[$ "u section #afd7;a77#c7 = taxes impos$ on am\nts describ$ 9 section #bej7;a77#b77 to su* income1 & 7,b7 by allocat+ & apportion+ any o!r d$uction to su* income only if ! ,secret>y det]m9es t su* d$uction is directly allocable to su* income4 ,any d$uction :i* w\ld 7b = subp>agraph 7,b77 h be5 allocat$ or apportion$ to su* income %all only be allocat$ or apportion$ to income :i* is f s\rces )9 ! ,unit$ ,/ates4 4 7f7 ,treatm5t ( c]ta9 asset dispositions ,section #ijd7;b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,treatm5t ( c]ta9 asset dispositions 7,a7 ,9 g5]al ,except z o!rwise provid$ by ! ,secret>y1 9 ! case ( any cov]$ asset disposition1 ! pr9ciples ( section #cch7;h77#af7 %all apply 9 det]m9+ ! s\rce & "* ( any item = purposes ( ?is "p4 7,b7 ,cov]$ asset disposition ,= purposes ( ?is p>agraph1 ! t]m cov]$ asset disposition means any transaction :i*-- 7i7 is treat$ z a disposition ( assets "u sub*apt] ,n ( ?is *apt]1 & 7ii7 is treat$ z a disposition ( /ock ( a corporation 7or is disreg>d$7 = purposes ( ! tax laws ( a relevant =eign c\ntry or possession ( ! ,unit$ ,/ates4 7,c7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z is necess>y or appropriate to c>ry out1 or to prev5t ! avoidance (1 ! purposes ( ?is p>agraph4 4 7g7 ,r$et]m9ation ( =eign taxes & relat$ claims 7#a7 ,9 g5]al ,section #ije7;c7 is am5d$-- 7,a7 9 p>agraph 7#a71 by /rik+ or at ! end ( subp>agraph 7,b7 & by ins]t+ aft] subp>agraph 7,c7 ! foll[+ new subp>agraphs3 7,d7 ! taxpay] makes a timely *ange 9 its *oice to claim a cr$it or d$uction = taxes paid or accru$1 or 7,e7 !re is any o!r *ange 9 ! am\nt1 or treatm5t1 ( taxes1 :i* affects ! taxpay]'s tax liability "u ?is *apt]1 1 7,b7 9 p>agraph 7#b77;,b71 by /rik+ ,any su* taxes & ins]t+ ,except z o!rwise provid$ by ! ,secret>y1 any su* taxes1 & 7,c7 by /rik+ accru$ 9 ! head+ !re(4 7#b7 ,modification to "t = claim+ cr$it or d$uction ,section #ija7;a7 is am5d$ by /rik+ ! second s5t5ce & ins]t+ ! foll[+3 ,su* *oice = any taxable ye> may be made or *ang$ at any "t be=e ! expiration ( ! applicable p]iod prescrib$ by section #feaa = mak+ a claim = cr$it or refund ( an ov]paym5t ( ! tax impos$ by ?is *apt] = su* taxable ye> t is attributable to su* am\nts44 7#c7 ,modification to special p]iod ( limitation ,section #feaa7;d77#c7 is am5d$-- 7,a7 9 subp>agraph 7,a7-- 7i7 by ins]t+ a *ange 9 ! liability = be=e any taxes paid or accru$1 7ii7 by /rik+ actually paid & ins]t+ paid 7or deem$ paid "u section #ifj71 & 7iii7 by ins]t+ *ange 9 ! liability = be=e =eign taxes 9 ! head+ !re(1 & 7,b7 9 subp>agraph 7,b71 by /rik+ ! all[ance ( a cr$it = ! taxes & ins]t+ ! all[ance ( an additional cr$it by reason ( ! *ange 9 liability = ! taxes4 7h7 ,effective dates 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 7#b7 ,modification ( =eign tax cr$it c>ryback & c>ry=w>d ,! am5dm5ts made by subsection 7c7 %all apply to taxes paid or accru$ 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 7#c7 ,treatm5t ( c]ta9 asset dispositions 7,a7 ,9 g5]al ,! am5dm5t made by subsection 7f7 %all apply to transactions aft] ! date ( ! enactm5t ( ?is ,act4 7,b7 ,b9d+ contract exception ,! am5dm5t made by subsection 7f7 %all n apply to any transaction :i* is made pursuant to a writt5 b9d+ contract :i* 0 9 effect on ,septemb] #ac1 #bjba1 & is n modifi$ 9 any mat]ial respect !reaft]4 7#d7 ,r$et]m9ation ( =eign taxes & relat$ claims 7,a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is p>agraph1 ! am5dm5ts made by subsection 7g7 %all apply to taxes paid or accru$ 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7,b7 ,c]ta9 *anges ,! am5dm5ts made by subp>agraphs 7,a7 & 7,c7 ( subsection 7g77#a7 %all apply to *anges t occur on or aft] ! date :i* is #fj days aft] ! date ( ! enactm5t ( ?is ,act4 7,c7 ,modification to special p]iod ( limitation ,! am5dm5ts made by subsection 7g77#c7 %all apply to taxes paid1 accru$1 or deem$ paid 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7i7 ,regulations ,! ,secret>y %all issue regulations or o!r guidance provid+ = ! application ( subsections 7d71 7e71 7f71 & 7g7 ( section #ijd ( ! ,int]nal ,rev5ue ,code ( #aihf 7z am5d$ by ?is section7 ) respect to am\nts c>ri$ ov] "u subsections 7c71 7f71 or 7g7 f a taxable ye> ) respect to :i* subsection 7e7 ( su* section does n apply to a taxable ye> ) respect to :i* su* subsection 7e7 does apply & f a taxable ye> ) respect to :i* subsection 7d77#a77;,b7 ( su* section 7det]m9$ )\t reg>d to ! am5dm5ts made by ?is section7 applies to a taxable ye> ) respect to :i* su* section does n apply4 #achabe4 ,=eign oil & gas extraction income & =eign oil relat$ income to include oil %ale & t> s&s 7a7 ,9 g5]al ,p>agraphs 7#a77;,a7 & 7#b77;,a7 ( section #ijg7;c7 are ea* am5d$ by ins]t+ 7or oil %ale or t> s&s7 aft] oil or gas wells4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achabf4 ,modifications to inclusion ( global intangible l[-tax$ income 7a7 ,c\ntry-by-c\ntry application ( section bas$ on ,,cfc taxable units ,section #iea;,a is am5d$ by add+ at ! end ! foll[+ new subsection3 7g7 ,c\ntry-by-c\ntry application ( section bas$ on ,,cfc taxable units 7#a7 ,9 g5]al ,if any ,,cfc taxable unit ( a ,unit$ ,/ates %>ehold] is a tax resid5t ( 7or1 9 ! case ( a bran*1 is locat$ 97 a c\ntry :i* is diff]5t f ! c\ntry ) respect to :i* any o!r ,,cfc taxable unit ( su* ,unit$ ,/ates %>ehold] is a tax resid5t 7or1 9 ! case ( a bran*1 is locat$ 97-- 7,a7 su* %>ehold]'s global intangible l[-tax$ income = purposes ( subsection 7a7 %all be ! sum ( ! am\nts ( global intangible l[-tax$ income det]m9$ sep>ately ) respect to ea* su* c\ntry1 & 7,b7 = purposes ( det]m9+ su* sep>ate am\nts ( global intangible l[-tax$ income-- 7i7 except z o!rwise provid$ by ! ,secret>y1 any ref]5ce 9 subsection 7b71 7c71 or 7d7 to a controll$ =eign corporation ( su* %>ehold] %all be treat$ z ref]5ce to a ,,cfc taxable unit ( su* %>ehold]1 & 7ii7 net ,,cfc te/$ income1 net deem$ tangible income return1 qualifi$ bus9ess asset inve/m5t1 int]e/ exp5se describ$ 9 subsection 7b77#b77;,b71 & su* o!r items & am\nts z ! ,secret>y may provide1 %all be det]m9$ sep>ately ) respect to ea* su* c\ntry by det]m9+ su* am\nts ) respect to ! ,,cfc taxable units ( su* %>ehold] :i* are a tax resid5t ( su* c\ntry4 7#b7 ,def9itions ,= purposes ( ?is subsection-- 7,a7 ,,cfc taxable unit ,! t]m ,,cfc taxable unit means any taxable unit describ$ 9 clause 7ii71 7iii71 or 7iv7 ( section #ijd7;e77#b77;,b71 det]m9$-- 7i7 by sub/itut+ ,ea* controll$ =eign corporation = ,ea* =eign corporation 9 clause 7ii7 ( su* section1 & 7ii7 )\t reg>d to ! ref]5ces to ! taxpay] 9 clauses 7iii7 & 7iv7 ( su* section4 7,b7 ,application ( o!r def9itions ,t]ms us$ 9 ?is subsection :i* are also us$ 9 section #ijd7;e7 %all h ! same mean+ z :5 us$ 9 section #ijd7;e74 7#c7 ,special rules ,= purposes ( ?is subsection-- 7,a7 ,application ( c]ta9 rules ,except z o!rwise provid$ by ! ,secret>y1 rules simil> to ! rules ( section #ijd7;e7 %all apply4 7,b7 ,allocation ( global intangible l[-tax$ income to controll$ =eign corporations ,except z o!rwise provid$ by ! ,secret>y1 subsection 7f77#b7 %all be appli$ sep>ately ) respect to ea* ,,cfc taxable unit4 4 7b7 ,regulatory au?ority 7#a7 ,9 g5]al ,section #iea;,a1 z am5d$ by subsection 7a71 is am5d$ by add+ at ! end ! foll[+ new subsection3 7h7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out1 or prev5t ! avoidance (1 ! purposes ( ?is section1 includ+ regulations or guidance :i* provide =-- 7#a7 ! treatm5t ( prop]ty if su* prop]ty is transf]r$1 or held1 tempor>ily1 7#b7 ! treatm5t ( prop]ty if ! avoidance ( ! purposes ( ?is section is a factor 9 ! transf] or hold+ ( su* prop]ty1 7#c7 appropriate adju/m5ts to ! basis ( /ock & o!r own]%ip int]e/s1 & to e>n+s & pr(its1 to reflect te/$ losses 7:e!r or n tak5 into acc\nt 9 det]m9+ global intangible l[-tax$ income71 7#d7 rules simil> to ! rules provid$ "u ! regulations or guidance issu$ "u section #ijd7;e77#d71 7#e7 o!r appropriate basis adju/m5ts1 7#f7 appropriate adju/m5ts to be made1 & appropriate tax attributes & records to be ma9ta9$1 sep>ately ) respect to ,,cfc taxable units1 & 7#g7 appropriate adju/m5ts 9 det]m9+ te/$ income or te/$ loss if prop]ty is transf]r$ betwe5 relat$ p>ties or am\nts are paid or accru$ betwe5 relat$ p>ties4 4 7#b7 ,con=m+ am5dm5t ,section #iea;,a7d7 is am5d$-- 7,a7 by /rik+ p>agraph 7#d71 & 7,b7 by r$esignat+ ! second p>agraph 7#c7 7relat+ to p>tn]%ip prop]ty7 z p>agraph 7#d74 7c7 ,c>ryov] ( net ,,cfc te/$ loss 7#a7 ,9 g5]al ,section #iea;,a7c7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,c>ryov] ( net ,,cfc te/$ loss 7,a7 ,9 g5]al ,if ! am\nt describ$ 9 p>agraph 7#a77;,b7 ) respect to any ,unit$ ,/ates %>ehold] = any taxable ye> ( su* ,unit$ ,/ates %>ehold] 7det]m9$ aft] ! application ( ?is p>agraph ) respect to am\nts aris+ 9 prec$+ taxable ye>s7 exce$s ! am\nt describ$ 9 p>agraph 7#a77;,a7 ) respect to su* %>ehold] ( su* taxable ye>1 ! am\nt o!rwise describ$ 9 p>agraph 7#a77;,b7 ) respect to su* %>ehold] = ! succe$+ taxable ye> %all be increas$ by ! am\nt ( su* excess4 7,b7 ,prop] adju/m5t 9 allocations ( global intangible l[-tax$ income to controll$ =eign corporations ,prop] adju/m5ts %all be made 9 ! application ( subsection 7f77#b77;,b7 to take into acc\nt any decrease 9 global intangible l[-tax$ income by reason ( ! application ( subp>agraph 7,a74 4 7#b7 ,coord9ation ) c\ntry-by-c\ntry application ,section #iea;,a7g77#a77;,b77ii71 z add$ by subsection 7a71 is am5d$ by ins]t+ any increase det]m9$ "u subsection 7c77#c77;,a71 aft] int]e/ exp5se describ$ 9 subsection 7b77#b77;,b714 7#c7 ,application ( rules ) respect to own]%ip *anges ,section #chb7;d7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,application to c>ryov] ( net ,,cfc te/$ loss ,! t]m pre-*ange loss %all include any excess c>ri$ ov] "u section #iea;,a7c77#c7 "u rules simil> to ! rules ( p>agraph 7#a74 4 7d7 ,r$uction 9 net deem$ tangible income return = purposes ( det]m9+ global intangible l[-tax$ income 7#a7 ,9 g5]al ,section #iea;,a7b77#b77;,a7 is am5d$ by /rik+ #aj p]c5t & ins]t+ #e p]c5t4 7#b7 ,application to assets locat$ 9 possessions ( ! ,unit$ ,/ates ,section #iea;,a7b7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,application to assets locat$ 9 possessions ( ! ,unit$ ,/ates ,9 ! case ( any specifi$ tangible prop]ty locat$ 9 a possession ( ! ,unit$ ,/ates1 p>agraph 7#b77;,a7 & subsection 7d7 %all be appli$ by sub/itut+ #aj p]c5t = #e p]c5t 9 p>agraph 7#b77;,a74 4 7e7 ,inclusion ( =eign oil & gas extraction income 9 det]m9+ te/$ income & loss ,section #iea;,a7c77#b77;,a77i7 is am5d$ by ins]t+ & at ! end ( subclause 7,,iii71 by /rik+ & at ! end ( subclause 7,,iv7 & ins]t+ ov]1 & by /rik+ subclause 7,v74 7f7 ,coord9ation ) o!r provisions ,section #iea;,a7f77#a7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,treatm5t ( c]ta9 ref]5ces ,except z o!rwise provid$ by ! ,secret>y1 ref]5ces to section #iea or section #iea7;a7 9 sections #iei1 #ifa1 #ifb1 & su* o!r provisions z ! ,secret>y may id5tify %all include ref]5ces to section #iea;,a or section #iea;,a7a71 respectively4 4 7g7 ,effective date 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to taxable ye>s ( =eign corporations beg9n+ aft] ,decemb] #ca1 #bjbb1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7#b7 ,regulatory au?ority & coord9ation ) o!r provisions ,! am5dm5ts made by subsections 7b7 & 7f7 %all apply to taxable ye>s ( =eign corporations beg9n+ aft] ! date ( ! enactm5t ( ?is ,act1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7h7 ,no inf]5ce reg>d+ c]ta9 modifications ,! am5dm5ts made by subsections 7b7 & 7f7 %all n be con/ru$ to create any inf]5ce ) respect to ! prop] application ( any provision ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to any taxable ye> beg9n+ be=e ! taxable ye>s to :i* su* am5dm5ts apply4 #achabg4 ,modifications to det]m9ation ( deem$ paid cr$it = taxes prop]ly attributable to te/$ income 7a7 ,increase 9 deem$ paid cr$it ,section #ifj7;d77#a7 is am5d$ by /rik+ #hj p]c5t & ins]t+ #ie p]c5t 7#ajj p]c5t 9 ! case ( te/$ =eign income taxes paid or accru$ to a possession ( ! ,unit$ ,/ates74 7b7 ,inclusion ( taxes prop]ly attributable to te/$ loss 7#a7 ,9 g5]al ,section #ifj7;d77#c7 is am5d$ to read z foll[s3 7#c7 ,te/$ =eign income taxes ,= purposes ( p>agraph 7#a71 ! t]m te/$ =eign income taxes means1 ) respect to any dome/ic corporation :i* is a ,unit$ ,/ates %>ehold] ( a controll$ =eign corporation-- 7,a7 ! =eign income taxes paid or accru$ by su* =eign corporation :i* are prop]ly attributable to ! te/$ income or te/$ loss ( su* =eign corporation tak5 into acc\nt by su* dome/ic corporation "u section #iea;,a1 & 7,b7 solely to ! ext5t provid$ 9 regulations prescrib$ by ! ,secret>y1 ! =eign income taxes 7z s def9$7 paid or accru$ by a =eign corporation 7o!r ?an a controll$ =eign corporation7 :i* owns1 directly or indirectly1 #hj p]c5t or m 7by vote or value7 ( ! /ock 9 su* dome/ic corporation b only if-- 7i7 su* =eign income taxes are prop]ly attributable to am\nts ( su* controll$ =eign corporation tak5 into acc\nt 9 det]m9+ te/$ income or te/$ loss "u section #iea;,a7c77#b71 & 7ii7 no cr$it is all[$1 9 :ole or 9 "p1 = su* =eign taxes 9 any =eign jurisdiction4 4 7#b7 ,con=m+ am5dm5t ,section #ifj7;d77#b77;,b7 is am5d$ by /rik+ ! aggregate am\nt describ$ 9 section #iea;,a7c77#a77;,a7 & ins]t+ ! net ,,cfc te/$ income 7z def9$ 9 section #iea;,a7c77#a774 7c7 ,application ( =eign tax cr$it limitation to am\nts includ$ "u section #gh 7#a7 ,section #ijd7;d77#b7 is am5d$ by r$esignat+ subp>agraph 7,k7 z subp>agraph 7,l7 & by ins]t+ aft] subp>agraph 7,j7 ! foll[+ new subp>agraph3 7,k7 ,am\nts includible "u section #gh ,any am\nt includible 9 gross income "u section #gh %all be treat$ z income 9 ! same sep>ate category z ! relat$ =eign taxes deem$ paid4 4 7#b7 ,section #ijd7;d77#c77;,g7 is am5d$ by /rik+ ! second s5t5ce & ins]t+ ! foll[+3 ,any am\nt includ$ 9 gross income "u section #gh %all n be treat$ z a divid5d44 7d7 ,disall[ance ( =eign tax cr$it ) respect to di/ributions ( previ\sly tax$ global intangible l[-tax$ income ,section #ifj7;d7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,disall[ance ( =eign tax cr$it ) respect to di/ributions ( previ\sly tax$ global intangible l[-tax$ income ,no cr$it %all be all[$ "u section #ija = #bj p]c5t ( any =eign income taxes paid or accru$ 7or deem$ paid "u section #ifj7;b77#a77 ) respect to any am\nt exclud$ f gross income "u section #iei7;a7 by reason ( an inclusion 9 gross income "u section #iea;,a7a74 4 7e7 ,modification ( disall[ance ( =eign tax cr$it respect to di/ributions ( previ\sly tax$ global intangible l[-tax$ income ,section #ifj7;d77#d71 z add$ by subsection 7d71 is am5d$ by /rik+ #bj p]c5t & ins]t+ #e p]c5t4 7f7 ,effective date 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to taxable ye>s ( =eign corporations beg9n+ aft] ,decemb] #ca1 #bjbb1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7#b7 ,subsections 7c7 & 7d7 ,! am5dm5ts made by subsections 7c7 & 7d7 %all apply to taxable ye>s ( =eign corporations beg9n+ aft] ! date ( ! enactm5t ( ?is ,act1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7g7 ,no inf]5ce reg>d+ c]ta9 modifications ,! am5dm5ts made by subsections 7c7 & 7d7 %all n be con/ru$ to create any inf]5ce ) respect to ! prop] application ( any provision ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to any taxable ye> beg9n+ be=e ! taxable ye>s to :i* su* am5dm5ts apply4 #achabh4 ,d$uction = =eign s\rce portion ( divid5ds limit$ to controll$ =eign corporations1 etc 7a7 ,9 g5]al ,section #bde;,a is am5d$-- 7#a7 9 subsections 7a71 7c77#a71 & 7c77#b71 by /rik+ specifi$ #aj-p]c5t own$ =eign corporation ea* place x appe>s & ins]t+ controll$ =eign corporation1 & 7#b7 by /rik+ subsection 7b74 7b7 ,modifications relat$ to det]m9ation ( /atus z a controll$ =eign corporation 7#a7 ,subp>t ,f ( "p ,,iii ( sub*apt] ,n ( *apt] #a is am5d$ by ins]t+ aft] section #iea;,a ! foll[+ new section3 #iea;,b4 ,am\nts includ$ 9 gross income ( =eign controll$ ,unit$ ,/ates %>ehold]s 7a7 ,9 g5]al ,9 ! case ( any =eign controll$ ,unit$ ,/ates %>ehold] ( a =eign controll$ =eign corporation-- 7#a7 ?is subp>t 7o!r ?an sections #iea;,a1 #iea7;b71 & #ieg7 %all be appli$ ) respect to su* %>ehold] 7sep>ately f1 & 9 addition to1 ! application ( ?is subp>t )\t reg>d to ?is section7-- 7,a7 by sub/itut+ =eign controll$ ,unit$ ,/ates %>ehold] = ,unit$ ,/ates %>ehold] ea* place x appe>s !re91 & 7,b7 by sub/itut+ =eign controll$ =eign corporation = controll$ =eign corporation ea* place x appe>s !re91 & 7#b7 section #iea;,a %all be appli$ ) respect to su* %>ehold] -- 7,a7 by treat+ ea* ref]5ce to ,unit$ ,/ates %>ehold] 9 su* sections z includ+ a ref]5ce to su* %>ehold]1 & 7,b7 by treat+ ea* ref]5ce to controll$ =eign corporation 9 su* sections z includ+ a ref]5ce to su* =eign controll$ =eign corporation4 7b7 ,=eign controll$ ,unit$ ,/ates %>ehold] ,= purposes ( ?is section1 ! t]m =eign controll$ ,unit$ ,/ates %>ehold] means1 ) respect to any =eign corporation1 any ,unit$ ,/ates p]son :i* w\ld be a ,unit$ ,/ates %>ehold] ) respect to su* =eign corporation if-- 7#a7 section #iea7;b7 7 appli$ by sub/itut+ m ?an #ej p]c5t = #aj p]c5t or m1 & 7#b7 section #ieh7;b7 7 appli$ )\t reg>d to p>agraph 7#d7 !re(4 7c7 ,=eign controll$ =eign corporation ,= purposes ( ?is section1 ! t]m =eign controll$ =eign corporation means a =eign corporation1 o!r ?an a controll$ =eign corporation1 :i* w\ld be a controll$ =eign corporation if section #ieg7;a77#a7 7 appli$-- 7#a7 by sub/itut+ =eign controll$ ,unit$ ,/ates %>ehold]s = ,unit$ ,/ates %>ehold]s1 & 7#b7 by sub/itut+ section #ieh7;b7 7o!r ?an p>agraph 7#d7 !re(7 = section #ieh7;b74 7d7 ,regulations ,! ,secret>y %all prescribe su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations or o!r guidance-- 7#a7 to treat a =eign controll$ ,unit$ ,/ates %>ehold] or a =eign controll$ =eign corporation z a ,unit$ ,/ates %>ehold] or z a controll$ =eign corporation1 respectively1 = purposes ( provisions ( ?is title o!r ?an ?is subp>t1 & 7#b7 to prev5t ! avoidance ( ! purposes ( ?is section4 4 7#b7 ,section #ieg7;a7 is am5d$ to read z foll[s3 7a7 ,controll$ =eign corporation ,= purposes ( ?is title-- 7#a7 ,9 g5]al ,! t]m controll$ =eign corporation means any =eign corporation if m ?an #ej p]c5t (-- 7,a7 ! total comb9$ vot+ p[] ( all classes ( /ock ( su* corporation entitl$ to vote1 or 7,b7 ! total value ( ! /ock ( su* corporation1 is own$ 7)9 ! mean+ ( section #ieh7;a771 or is consid]$ z own$ by apply+ ! rules ( own]%ip ( section #ieh7;b71 by ,unit$ ,/ates %>ehold]s on any day dur+ ! taxable ye> ( su* =eign corporation4 7#b7 ,election to treat a =eign corporation z a controll$ =eign corporation = c]ta9 purposes 7,a7 ,9 g5]al ,9 ! case ( a =eign corporation ) respect to :i* an election is 9 effect "u ?is p>agraph1 su* =eign corporation %all be treat$ z a controll$ =eign corporation = purposes ( ?is title4 7,b7 ,exceptions ,not)/&+ any o!r provision ( ?is p>agraph1 a =eign corporation %all n be treat$ z a controll$ =eign corporation by reason ( ?is p>agraph = purposes ( any provision ( ?is title if ! ,secret>y det]m9es t treatm5t ( su* =eign corporation z a controll$ =eign corporation = purposes ( su* provision w\ld be inconsi/5t ) ! purposes ( ?is sub*apt]4 7,c7 ,election 7i7 ,by :om ,an election "u subp>agraph 7,a7 %all be effective only if made by ! =eign corporation & by all ,unit$ ,/ates %>ehold]s ( su* =eign corporation 7det]m9$ z ( ! "t ( su* election by su* =eign corporation74 7ii7 ,) respect to :om ,any election "u ?is p>agraph1 once effective1 %all apply to su* =eign corporation & to all ,unit$ ,/ates %>ehold]s ( su* =eign corporation 7includ+ any p]son :o becomes a ,unit$ ,/ates %>ehold] ( su* =eign corporation aft] su* election takes effect74 7iii7 ,"t1 mann]1 etc ,! election "u ?is p>agraph %all be made at su* "t & 9 su* mann] z ! ,secret>y may provide &1 once effective1 may be revok$ only ) ! cons5t ( ! ,secret>y4 7,d7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is p>agraph1 includ+ regulations or o!r guidance = ! application ( ?is p>agraph to an acquisition describ$ 9 section #cha7;a7 ) respect to any corporation to :i* an election "u ?is p>agraph applies4 4 7#c7 ,section #ieh7;b7 is am5d$-- 7,a7 by ins]t+ aft] p>agraph 7#c7 ! foll[+3 7#d7 ,subp>agraphs 7,a71 7,b71 & 7,c7 ( section #cah7;a77#c7 %all n be appli$ s z to consid] a ,unit$ ,/ates p]son z own+ /ock :i* is own$ by a p]son :o is n a ,unit$ ,/ates p]son4 1 & 7,b7 by /rik+ ,p>agraph 7#a7 9 ! la/ s5t5ce & ins]t+ ,p>agraphs 7#a7 & 7#d74 7#d7 ,section #iei7;b7 is am5d$-- 7,a7 by /rik+ ! e>n+s & pr(its ( a controll$ =eign corporation & ins]t+ ! e>n+s & pr(its ( a =eign corporation1 7,b7 by /rik+ ano!r controll$ =eign corporation & ins]t+ a controll$ =eign corporation1 7,c7 by /rik+ su* o!r controll$ =eign corporation & ins]t+ su* controll$ =eign corporation1 & 7,d7 by /rik+ ( su* ,unit$ ,/ates %>ehold] 9 ! controll$ =eign corporation & ins]t+ ( su* ,unit$ ,/ates %>ehold] 9 ! =eign corporation4 7#e7 ,! table ( sections = subp>t ,f ( "p ,,iii ( sub*apt] ,n ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #iea;,a ! foll[+ new item3 ,sec4 #iea;,b4 ,am\nts includ$ 9 gross income ( =eign controll$ ,unit$ ,/ates %>ehold]s4 4 7c7 ,c]ta9 o!r modifications 7#a7 ,section #bde;,a7e77#d7 is am5d$ by /rik+ an am\nt receiv$ & all t foll[s ?r\gh = :i* ! controll$ =eign corporation receiv$ a d$uction & ins]t+ any divid5d receiv$ f a controll$ =eign corporation = :i* su* controll$ =eign corporation receiv$ a d$uction4 7#b7 ,section #bde;,a7g7 is am5d$ to read z foll[s3 7g7 ,regulations ,! ,secret>y %all prescribe su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations or o!r guidance =-- 7#a7 ! treatm5t ( ,unit$ ,/ates %>ehold]s own+ /ock ( a controll$ =eign corporation ?r\gh a p>tn]%ip1 & 7#b7 ! d5ial ( all or a portion ( ! d$uction "u ?is section ) respect to divid5ds receiv$ f =eign corporations 9 situations 9 :i*-- 7,a7 any portion ( ! divid5d is out ( e>n+s & pr(its aris+ f transactions ) relat$ p>ties :i*-- 7i7 d n occur 9 ! ord9>y c\rse ( a trade or bus9ess1 & 7ii7 occur on or aft] ,janu>y #a1 #bjah1 & dur+ a taxable ye> to :i* section #iea;,a did n apply1 or 7,b7 a transf] or issuance ( /ock on or aft] ,janu>y #a1 #bjah1 results 9 a r$uction 9 a ,unit$ ,/ates %>ehold]'s pro rata %>e ( a controll$ =eign corporation's subp>t ,f income or te/$ income 7z def9$ 9 section #iea;,a74 4 7d7 ,con=m+ am5dm5ts 7#a7 ,section #ia is am5d$-- 7,a7 9 subsection 7a71 by /rik+ specifi$ #aj-p]c5t own$ =eign corporation 7z def9$ 9 section #bde;,a7 & ins]t+ controll$ =eign corporation1 & 7,b7 9 subsection 7e71 by /rik+ specifi$ #aj-p]c5t own$ =eign corporation & ins]t+ controll$ =eign corporation4 7#b7 7,a7 ,! head+ ( section #bde;,a is am5d$ by /rik+ specifi$ #aj-p]c5t own$ =eign corporations & ins]t+ controll$ =eign corporations4 7,b7 ,! item relat+ to section #bde;,a 9 ! table ( sections = "p ,,viii ( sub*apt] ,b ( *apt] #a is am5d$ by /rik+ specifi$ #aj-p]c5t own$ =eign corporations & ins]t+ controll$ =eign corporations4 7#c7 ,section #bdf7;c77#e7 is am5d$-- 7,a7 9 subp>agraph 7,b71 by /rik+ specifi$ #aj-p]c5t own$ =eign corporation ea* place x appe>s & ins]t+ controll$ =eign corporation1 & 7,b7 by /rik+ specifi$ #aj-p]c5t own$ =eign corporation 9 ! head+ & ins]t+ controll$ =eign corporation4 7#d7 ,section #ijd is am5d$-- 7,a7 9 subsection 7b77#d71 by /rik+ specifi$ #aj-p]c5t own$ =eign corporation bo? places x appe>s & ins]t+ controll$ =eign corporation1 & 7,b7 9 subsection 7d77#b77;,e7-- 7i7 9 clause 7i77,i71 by /rik+ 7z def9$ 9 section #bde;,a7b771 & 7ii7 by r$esignat+ clause 7ii7 z clause 7iii7 & by ins]t+ aft] clause 7i7 ! foll[+ new clause3 7ii7 ,specifi$ #aj-p]c5t own$ =eign corporation ,= purposes ( ?is subp>agraph-- 7,i7 ,9 g5]al ,! t]m specifi$ #aj-p]c5t own$ =eign corporation means any =eign corporation ) respect to :i* any dome/ic corporation is a ,unit$ ,/ates %>ehold] ) respect to su* corporation4 7,,ii7 ,exclusion ( passive =eign inve/m5t companies ,su* t]m %all n include any corporation :i* is a passive =eign inve/m5t company 7z def9$ 9 section #abig7 ) respect to ! %>ehold] & :i* is n a controll$ =eign corporation4 4 7#e7 ,section #iji7;b7 is am5d$ by /rik+ 7z def9$ 9 section #bde;,a7b7 )\t reg>d to p>agraph 7#b7 !re(7 & ins]t+ 7z def9$ 9 section #ijd7;d77#b77;,e77ii7 )\t reg>d to subclause 7,,ii7 !re(74 7#f7 ,section #ifa7;d7 is am5d$-- 7,a7 by /rik+ specifi$ #aj-p]c5t own$ =eign corporation 7z def9$ 9 section #bde;,a7 & ins]t+ controll$ =eign corporation1 & 7,b7 by /rik+ specifi$ #aj-p]c5t own$ =eign corporation 9 ! head+ & ins]t+ controll$ =eign corporation4 7e7 ,effective dates 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to di/ributions made aft] ! date ( ! enactm5t ( ?is ,act4 7#b7 ,modifications relat$ to det]m9ation ( /atus z a controll$ =eign corporation ,! am5dm5ts made by subsection 7b7 %all apply to taxable ye>s ( =eign corporations beg9n+ aft] ! date ( ! enactm5t ( ?is ,act1 & taxable ye>s ( ,unit$ ,/ates p]sons 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7f7 ,no inf]5ce reg>d+ c]ta9 modifications ,! am5dm5ts made by subsections 7b77#a71 7b77#c71 7b77#e71 & 7c7 %all n be con/ru$ to create any inf]5ce ) respect to ! prop] application ( any provision ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to di/ributions made1 or taxable ye>s beg9n+1 respectively1 be=e ! di/ributions or taxable ye>s1 respectively1 to :i* su* am5dm5ts apply4 #achabi4 ,limitation on =eign base company sales & s]vices income 7a7 ,=eign base company sales income 7#a7 ,9 g5]al ,section #ied7;d77#b7 is am5d$ to read z foll[s3 7#b7 ,limitation & regulatory au?ority 7,a7 ,9 g5]al ,= purposes ( ?is subsection1 ! t]m relat$ p]son %all n include any p]son unless su* p]son is-- 7i7 a taxable unit :i* is a tax resid5t ( 7or1 9 ! case ( a bran*1 is locat$ 97 ! ,unit$ ,/ates1 or 7ii7 is subject to tax "u ?is *apt] by reason ( su* p]son's activities 9 ! ,unit$ ,/ates4 7,b7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is subsection 7& subsection 7e771 includ+-- 7i7 regulations or o!r guidance provid+ = ! prop] application ( subp>agraph 7,a7 9 ! case ( a transaction 7or s]ies ( transactions7 9 :i* a p]son describ$ 9 subp>agraph 7,a7 is a p>ty1 & 7ii7 regulations or o!r guidance provid+ t a pass-?r\gh entity or bran* held directly or indirectly by a controll$ =eign corporation 7:e!r tax resid5t or locat$ inside or outside ! c\ntry 9 :i* ! controll$ =eign corporation is a tax resid5t7 %all be treat$ z a :olly own$ subsidi>y ( ! controll$ =eign corporation4 7,c7 ,c]ta9 t]ms ,any t]m us$ 9 ?is subsection or subsection 7e7 :i* is also us$ 9 section #ijd7;e7 %all h ! same mean+ z :5 us$ 9 su* section4 4 7#b7 ,con=m+ am5dm5t ,section #ied7;d77#a77;,a7 is am5d$ by /rik+ "u ! laws ( :i* ! controll$ =eign corporation is creat$ or organiz$ & ins]t+ 9 :i* ! controll$ =eign corporation is a tax resid5t4 7b7 ,=eign base company s]vices income 7#a7 ,9 g5]al ,section #ied7;e77#a77;,a7 is am5d$ by /rik+ subsection 7d77#c7 & ins]t+ subsection 7d74 7#b7 ,con=m+ am5dm5t ,section #ied7;e77#a77;,b7 is am5d$ by /rik+ "u ! laws ( :i* ! controll$ =eign corporation is creat$ or organiz$ & ins]t+ 9 :i* ! controll$ =eign corporation is a tax resid5t4 7c7 ,c]ta9 o!r modifications 7#a7 ,section #gh is am5d$ by /rik+ 1 7b714 7#b7 7,a7 ,section #iea7;a7 is am5d$ to read z foll[s3 7a7 ,am\nts includ$ 7#a7 ,9 g5]al ,if a =eign corporation is a controll$ =eign corporation on any day dur+ a taxable ye>1 e p]son :o is a ,unit$ ,/ates %>ehold] ( su* corporation1 & :o owns 7)9 ! mean+ ( section #ieh7;a77 /ock 9 su* corporation on any su* day1 %all include 9 su* %>ehold]'s gross income = su* %>ehold]'s taxable ye> 9 :i* or ) :i* su* taxable ye> ( su* corporation ends-- 7,a7 8 pro rata %>e 7det]m9$ "u p>agraph 7#b77 ( ! corporation's subp>t ,f income = su* ye>1 & 7,b7 if su* %>ehold] owns 7)9 ! mean+ ( section #ieh7;a77 /ock ( su* =eign corporation z ( ! close ( ! la/ relevant day ( su* =eign corporation's taxable ye>1 ! am\nt det]m9$ "u section #ief ) respect to su* %>ehold] = su* ye> 7b only to ! ext5t n exclud$ f gross income "u section #iei7;a77#b774 7#b7 ,pro rata %>e ( subp>t ,f income ,9 ! case ( any ,unit$ ,/ates %>ehold] ) respect to a =eign corporation1 ! pro rata %>e ref]r$ to 9 p>agraph 7#a77;,a7 is ! sum (-- 7,a7 if su* %>ehold] owns 7)9 ! mean+ ( section #ieh7;a77 /ock ( su* =eign corporation z ( ! close ( ! la/ relevant day ( su* =eign corporation's taxable ye>1 su* %>ehold]'s g5]al pro rata %>e det]m9$ "u p>agraph 7#c71 plus 7,b7 if su* %>ehold] owns 7)9 ! mean+ ( section #ieh7;a77 /ock ( su* =eign corporation dur+ su* taxable ye> b does n own 7)9 ! mean+ ( section #ieh7;a77 su* /ock z ( ! close ( su* la/ relevant day1 su* %>ehold]'s nontax$ curr5t divid5d %>e det]m9$ "u p>agraph 7#d74 7#c7 ,g5]al pro rata %>e 7,a7 ,9 g5]al ,9 ! case ( any ,unit$ ,/ates %>ehold] ) respect to a =eign corporation1 ! g5]al pro rata %>e det]m9$ "u ?is p>agraph is ! excess 7if any7 (-- 7i7 ! pro rata curr5t e>n+s p]c5tage ( ! am\nt :i* be>s ! same ratio to su* corporation's subp>t ,f income = ! taxable ye> 7r$uc$ by ! aggregate nontax$ curr5t divid5d %>es det]m9$ "u p>agraph 7#d7 ) respect to su* %>ehold] or any o!r ,unit$ ,/ates %>ehold]7 z ! "p ( su* ye> dur+ :i* su* corporation is a controll$ =eign corporation be>s to ! entire ye>1 ov] 7ii7 ! less] (-- 7,i7 ! am\nt ( any pre-hold+ p]iod divid5ds ) respect to /ock ( su* =eign corporation :i* su* %>ehold] owns 7)9 ! mean+ ( section #ieh7;a77 z ( ! close ( ! la/ relevant day ( su* =eign corporation's taxable ye>1 or 7,,ii7 ! am\nt :i* be>s ! same ratio to ! subp>t ,f income ( su* corporation = ! taxable ye> 7r$uc$ by ! aggregate nontax$ curr5t divid5d %>es det]m9$ "u p>agraph 7#d7 ) respect to su* %>ehold] or any o!r ,unit$ ,/ates %>ehold]7 z ! "p ( su* ye> dur+ :i* su* %>ehold] did n own 7)9 ! mean+ ( section #ieh7;a77 su* /ock be>s to ! entire ye>4 7,b7 ,pro rata curr5t e>n+s p]c5tage ,= purposes ( subp>agraph 7,a77i71 ! t]m pro rata curr5t e>n+s p]c5tage means1 9 ! case ( any ,unit$ ,/ates %>ehold] ) respect to a =eign corporation = any taxable ye> ( su* =eign corporation1 ! ratio 7express$ z a p]c5tage7 (-- 7i7 ! am\nt :i* w\ld h be5 di/ribut$ ) respect to ! /ock :i* su* %>ehold] owns 7)9 ! mean+ ( section #ieh7;a77 9 su* corporation if on ! la/ relevant day ( su* taxable ye> x _h di/ribut$ its e>n+s & pr(its = su* taxable ye> 7comput$ z ( ! close ( su* taxable ye> )\t dim9ution by reason ( any di/ributions made dur+ su* taxable ye>71 divid$ by 7ii7 su* corporation's e>n+s & pr(its = su* taxable ye> 7z s comput$74 7,c7 ,pre-hold+ p]iod divid5ds ,= purposes ( subp>agraph 7,a77ii77,i71 ! t]m pre-hold+ p]iod divid5ds means1 9 ! case ( any ,unit$ ,/ates %>ehold] ) respect to a =eign corporation = any taxable ye> ( su* =eign corporation1 divid5ds :i* are-- 7i7 made out ( su* corporation's e>n+s & pr(its = ! taxable ye> 7o!r ?an nontax$ curr5t divid5ds z def9$ 9 p>agraph 7#d77;,c771 & 7ii7 receiv$-- 7,i7 by any o!r ,unit$ ,/ates p]son ) respect to /ock ( su* =eign corporation :i* su* %>ehold] owns 7)9 ! mean+ ( section #ieh7;a77 z ( ! close ( ! la/ relevant day ( su* =eign corporation's taxable ye>1 & 7,,ii7 :ile su* =eign corporation 0 a controll$ =eign corporation & be=e su* %>ehold] own$ 7)9 ! mean+ ( section #ieh7;a77 su* /ock4 7#d7 ,nontax$ curr5t divid5d %>e 7,a7 ,9 g5]al ,9 ! case ( any ,unit$ ,/ates %>ehold] ) respect to a =eign corporation1 ! nontax$ curr5t divid5d %>e det]m9$ "u ?is p>agraph is ! nontax$ curr5t divid5d p]c5tage ( ! subp>t ,f income ( su* =eign corporation = ! taxable ye>4 7,b7 ,nontax$ curr5t divid5d p]c5tage ,= purposes ( ?is p>agraph1 ! t]m nontax$ curr5t divid5d p]c5tage means1 9 ! case ( any ,unit$ ,/ates %>ehold] ) respect to a =eign corporation = any taxable ye> ( su* =eign corporation1 ! ratio 7express$ z a p]c5tage7 (-- 7i7 ! am\nt ( nontax$ curr5t divid5ds ) respect to su* taxable ye> receiv$ ) respect to ! /ock ( su* =eign corporation :i* su* %>ehold] owns 7)9 ! mean+ ( section #ieh7;a77 at ! "t ( ! divid5d on a day 9 :i* su* corporation is a controll$ =eign corporation1 divid$ by 7ii7 su* =eign corporation's e>n+s & pr(its = su* taxable ye> 7comput$ z ( ! close ( su* taxable ye> )\t dim9ution by reason ( any di/ributions made dur+ su* taxable ye>74 7,c7 ,nontax$ curr5t divid5ds ,= purposes ( ?is p>agraph1 ! t]m nontax$ curr5t divid5ds means ! portion ( any am\nt receiv$ ) respect to /ock to ! ext5t su* am\nt 7)\t reg>d to am\nts includ$ 9 ! gross income ( a ,unit$ ,/ates %>ehold] = ! taxable ye> by reason ( ?is subp>t7-- 7i7 w\ld result 9 a divid5d out ( ! corporation's e>n+s & pr(its = ! taxable ye> 7includ+ a divid5d "u section #abdh attributable to e>n+s & pr(its = ! taxable ye>71 & 7ii7 ei!r-- 7,i7 w\ld give rise to a d$uction "u section #bde;,a7a71 or 7,,ii7 9 ! case ( a divid5d paid directly or indirectly to a controll$ =eign corporation ) respect to /ock own$ by ! %>ehold] )9 ! mean+ ( section #ieh7;a77#b71 w\ld n result 9 subp>t ,f income ) respect to su* controll$ =eign corporation by reason ( subsection 7b77#d71 7c77#c71 or 7c77#f7 ( section #ied4 7#e7 ,la/ relevant day ( taxable ye> ( a controll$ =eign corporation ,= purposes ( ?is subsection1 ! t]m la/ relevant day means1 ) respect to any taxable ye> ( a =eign corporation1 ! la/ day ( su* taxable ye> on :i* su* corporation is a controll$ =eign corporation4 7#f7 ,regulations ,! ,secret>y may prescribe su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance-- 7,a7 to treat a p>tn]%ip z an aggregate ( its p>tn]s1 7,b7 to provide rules all[+ a =eign corporation to close its taxable ye> ^u a *ange 9 own]%ip1 & 7,c7 to treat a di/ribution foll[$ by an issuance ( /ock to a %>ehold] n subject to tax "u ?is *apt] 9 ! same mann] z an acquisition ( /ock4 4 7,b7 ,section #iea;,a7a7 is am5d$ to read z foll[s3 7a7 ,9 g5]al ,if a =eign corporation is a controll$ =eign corporation on any day dur+ a taxable ye>1 e p]son :o is a ,unit$ ,/ates %>ehold] ( su* corporation1 & :o owns 7)9 ! mean+ ( section #ieh7;a77 /ock 9 su* corporation on any su* day1 %all include 9 su* %>ehold]'s gross income = su* %>ehold]'s taxable ye> 9 :i* or ) :i* su* taxable ye> ( su* corporation ends1 su* %>ehold]'s global intangible l[-tax$ income = su* taxable ye>4 4 7,c7 ,section #iea;,a7e7 is am5d$ to read z foll[s3 7e7 ,det]m9ation ( pro rata %>es ,= purposes ( ?is section1 ! pro rata %>es ref]r$ to 9 subsections 7b71 7c77#a77;,a71 & 7c77#a77;,b71 respectively1 %all be det]m9$ "u rules simil> to ! rules ( section #iea7;a77#b7 & %all be tak5 into acc\nt 9 ! taxable ye> ( ! ,unit$ ,/ates %>ehold] 9 :i* or ) :i* ! taxable ye> ( ! controll$ =eign corporation ends4 4 7,d7 ,section #iec7;c77#e77;,a77i7 is am5d$-- 7i7 9 subclause 7,i71 by add+ & at ! end1 7ii7 9 subclause 7,,ii7-- 7,i7 by /rik+ on ! la/ day ( ! taxable ye> & ins]t+ dur+ ! taxable ye>1 & 7,,ii7 by /rik+ & at ! end & ins]t+ or1 & 7iii7 by /rik+ subclause 7,,iii74 7#c7 ,section #iei is am5d$ by add+ at ! end ! foll[+3 7g7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is section4 4 7#d7 ,section #ifa7;b77#a7 is am5d$ by ins]t+ aft] ! fir/ s5t5ce ! foll[+3 ,! ,secret>y %all prescribe su* o!r r$uctions to basis z are necess>y or appropriate to c>ry out ! purposes ( ?is section44 7#e7 ,section #ifa7;c7 is am5d$-- 7,a7 by /rik+ ,basis adju/m5ts 9 9 ! head+ ( su* subsection & ins]t+ ,application ( rules to1 & 7,b7 by /rik+ !n adju/m5ts simil> to & all t foll[s 9 su* subsection & ins]t+ !n rules simil> to ! rules ( subsections 7a7 & 7b7 %all apply to-- 7#a7 su* /ock1 7#b7 /ock 9 any o!r controll$ =eign corporation by reason ( :i* ! ,unit$ ,/ates %>ehold] is consid]$ "u section #ieh7;a77#b7 z own+ ! /ock describ$ 9 p>agraph 7#a71 & 7#c7 prop]ty by reason ( :i* ! ,unit$ ,/ates %>ehold] is consid]$ z own+ /ock describ$ 9 p>agraph 7#a7 or 7#b71 b only = purposes ( det]m9+ ! am\nt includ$ "u section #iea 9 ! gross income ( su* ,unit$ ,/ates %>ehold] 7or any o!r ,unit$ ,/ates %>ehold] :o acquires f any p]son any portion ( ! int]e/ ( su* ,unit$ ,/ates %>ehold] by reason ( :i* su* %>ehold] 0 treat$ z own+ su* /ock1 b only to ! ext5t ( su* portion1 & subject to su* pro( ( id5tity ( su* int]e/ z ! ,secret>y may prescribe by regulations74 ,! prec$+ s5t5ce %all n apply ) respect to any /ock or prop]ty to :i* subsection 7a7 or 7b7 applies4 4 7d7 ,effective dates ,! am5dm5ts made by ?is section %all apply to taxable ye>s ( =eign corporations beg9n+ aft] ,decemb] #ca1 #bjba1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7e7 ,no inf]5ce reg>d+ c]ta9 modifications ,! am5dm5ts made by p>agraphs 7#a7 & 7#b7 ( subsection 7c7 %all n be con/ru$ to create any inf]5ce ) respect to ! prop] application ( any provision ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to any taxable ye> beg9n+ be=e ! taxable ye>s to :i* su* am5dm5ts apply4 ,d ,inb\nd int]national provisions #achaca4 ,modifications to base erosion & anti-abuse tax 7a7 ,modifications to base erosion m9imum tax am\nt 7#a7 ,modification ( rates ,section #ei;,a7b77#a77;,a7 is am5d$ by /rik+ #aj p]c5t 7#e p]c5t 9 ! case ( taxable ye>s beg9n+ 9 cal5d> ye> #bjah7 & ins]t+ ! applicable p]c5tage4 7#b7 ,base erosion m9imum tax am\nt det]m9$ )\t reg>d to cr$its ,section #ei;,a7b77#a77;,b7 is am5d$ to read z foll[s3 7,b7 an am\nt equal to ! regul> tax liability 7z def9$ 9 section #bf7;b77 ( ! taxpay] = ! taxable ye>4 4 7#c7 ,applicable p]c5tage ,section #ei;,a7b77#b7 is am5d$ to read z foll[s3 7#b7 ,applicable p]c5tage ,= purposes ( ?is section1 ! t]m applicable p]c5tage means-- 7,a7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbc1 #aj p]c5t1 7,b7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #ab4e p]c5t1 7,c7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbc1 & be=e ,janu>y #a1 #bjbe1 #ae p]c5t1 & 7,d7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbd1 #ah p]c5t4 4 7#d7 ,taxpay]s subject to rules = banks & securities deal]s ,section #ei;,a7b77#c77;,b7 is am5d$ to read z foll[s3 7,b7 ,taxpay] describ$ ,a taxpay] is describ$ 9 ?is subp>agraph if su* taxpay] is-- 7i7 a bank 7z def9$ 9 section #ehe7;a77#b771 7ii7 a securities deal] regi/]$ "u section #ae7;a7 ( ! ,securities ,ex*ange ,act ( #aicd1 or 7iii7 a memb] ( an affiliat$ gr\p 7z def9$ 9 section #aejd7;a77#a71 det]m9$ )\t reg>d to section #aejd7;b77#c77 :i* includes any p]son describ$ 9 clause 7i7 or 7ii74 4 7#e7 ,t]m9ation ( increas$ rate = banks & securities deal]s ,section #ei;,a7b77#c7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,t]m9ation ,subp>agraph 7,a7 %all n apply to any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbd4 4 7#f7 ,g5]al bus9ess cr$it all[$ aga9/ base erosion & anti-abuse tax ,section #ch7;c77#a7 is am5d$ by /rik+ ! tax impos$ by section #ee & ins]t+ ! taxes impos$ by sections #ee & #ei;,a4 7#g7 ,con=m+ am5dm5ts 7,a7 ,section #ei;,a7b77#c77;,a7 is am5d$ by /rik+ p>agraphs 7#a77;,a7 & 7#b77;,a7 %all ea* & ins]t+ p>agraph 7#b7 %all4 7,b7 ,section #ei;,a7b7 is am5d$ by /rik+ p>agraph 7#d74 7b7 ,modification ( rules = det]m9+ modifi$ taxable income 7#a7 ,9 g5]al ,section #ei;,a7c7 is am5d$ to read z foll[s3 7c7 ,modifi$ taxable income ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m modifi$ taxable income means ! taxable income ( ! taxpay] comput$ "u ?is *apt] = ! taxable ye> ) ! foll[+ adju/m5ts3 7,a7 ,base erosion paym5ts ,taxable income %all be det]m9$ )\t reg>d to any base erosion tax b5efit1 includ+ = purposes ( det]m9+ ! adju/$ basis ( prop]ty describ$ 9 subsection 7d77#b74 7,b7 ,adju/m5ts ) respect to co/ ( goods sold ,co/ ( goods sold %all be det]m9$ )\t reg>d to any base erosion paym5t describ$ 9 subp>agraph 7,a7 or 7,b7 ( subsection 7d77#e74 7,c7 ,net op]at+ losses ,! net op]at+ loss d$uction = ! taxable ye> "u section #agb %all be det]m9$-- 7i7 by sub/itut+ modifi$ taxable income 7z det]m9$ "u section #ei;,a7c77#a7 )\t reg>d to subp>agraph 7,c7 !re(7 = taxable income 9 section #agb7;a77#b77;,b77ii77,i71 7ii7 by det]m9+ any net op]at+ loss aris+ 9 any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 )\t reg>d to any base erosion tax b5efit 7det]m9$ ) respect to ea* su* taxable ye>71 & 7iii7 by mak+ appropriate adju/m5ts 9 ! application ( section #agb7;b77#b7 to take into acc\nt clauses 7i7 & 7ii7 ( ?is subp>agraph4 7,d7 ,application ( c]ta9 o!r adju/m5ts ,except z o!rwise provid$ by ! ,secret>y1 rules simil> to ! rules ( subsections 7g7 & 7h7 ( section #ei %all apply4 7#b7 ,base erosion tax b5efit ,! t]m base erosion tax b5efit means-- 7,a7 any d$uction all[$ "u ?is *apt] = ! taxable ye> ) respect to any base erosion paym5t describ$ 9 subsection 7d77#a71 7,b7 9 ! case ( a base erosion paym5t describ$ 9 subsection 7d77#b71 any d$uction all[$ "u ?is *apt] = ! taxable ye> = depreciation 7or amortization 9 lieu ( depreciation7 ) respect to prop]ty ref]r$ to 9 subp>agraph 7,a7 or 7,b7 ( su* subsection to ! ext5t ( ! am\nts describ$ 9 su* subsection ) respect to su* prop]ty1 7,c7 9 ! case ( a base erosion paym5t describ$ 9 subsection 7d77#c7-- 7i7 any r$uction "u section #hjc7;a77#a77;,b7 9 ! gross am\nt ( premiums & o!r consid]ation on insurance & annuity contracts = premiums & o!r consid]ation aris+ out ( indemnity insurance1 & 7ii7 any d$uction "u section #hcb7;b77#d77;,a7 f ! am\nt ( gross premiums writt5 on insurance contracts dur+ ! taxable ye> = premiums paid = re9surance1 & 7,d7 9 ! case ( a base erosion paym5t describ$ 9 subsection 7d77#d71 any r$uction 9 gross receipts ) respect to su* paym5t 9 comput+ gross income ( ! taxpay] = ! taxable ye> = purposes ( ?is *apt]4 4 7#b7 ,c]ta9 paym5ts ) respect to prop]ty produc$ by ! taxpay] ,section #ei;,a7d77#b7 is am5d$ to read z foll[s3 7#b7 ,treatm5t ( c]ta9 relat$-p>ty paym5ts ) respect to depreciable prop]ty ,su* t]m %all also include any am\nt paid or accru$ by ! taxpay] to a =eign p]son :i* is a relat$ p>ty ( ! taxpay] 9 connection )-- 7,a7 ! acquisition by ! taxpay] f su* p]son ( prop]ty ( a "* subject to ! all[ance = depreciation 7or amortization 9 lieu ( depreciation71 or 7,b7 prop]ty produc$ by ! taxpay] t is ( a "* subject to ! all[ance = depreciation 7or amortization 9 lieu ( depreciation7 if su* am\nt is requir$ to be capitaliz$ "u section #bfc;,a1 includ+ paym5ts 9 respect ( indebt$ness or s]vices4 4 7#c7 ,c]ta9 paym5ts ) respect to inv5tory treat$ z base erosion paym5ts ,section #ei;,a7d7 is am5d$ by r$esignat+ p>agraph 7#e7 z p>agraph 7#f7 & by ins]t+ aft] p>agraph 7#d7 ! foll[+ new p>agraph3 7#e7 ,c]ta9 paym5ts ) respect to inv5tory 7,a7 ,indirect co/s includ$ 9 inv5tory "u section #bfc;,a ,su* t]m %all also include any am\nt paid or incurr$ by ! taxpay] to a =eign p]son :i* is a relat$ p>ty ( ! taxpay] if su* am\nt is describ$ 9 p>agraph 7#b77;,b7 ( section #bfc;,a7a7 & requir$ to be includ$ 9 inv5tory co/s ( ! taxpay] "u p>agraph 7#a77;,a7 ( su* section4 ,su* t]m %all also include any am\nt paid or incurr$ by ! taxpay] to a =eign p]son :i* is a relat$ p>ty ( ! taxpay] if su* am\nt is capitaliz$ to ! basis ( prop]ty t is ( a "* subject to ! all[ance = depreciation 7or amortization 9 lieu ( depreciation71 & ! depreciation 7or amortization 9 lieu ( depreciation7 is requir$ to be includ$ 9 inv5tory co/s ( ! taxpay] "u section #bfc;,a7a77#a77;,a74 7,b7 ,c]ta9 co/s ( =eign relat$ p>ties ,su* t]m %all also include s mu* ( any am\nt :i* is paid or incurr$ by ! taxpay] to a =eign p]son :i* is a relat$ p>ty ( ! taxpay]1 is describ$ 9 p>agraph 7#b77;,a7 ( section #bfc;,a7a71 & is requir$ to be includ$ 9 inv5tory co/s ( ! taxpay] "u p>agraph 7#a77;,a7 ( su* section1 z exce$s ! sum (-- 7i7 ! direct co/s ( su* prop]ty 9 ! h&s ( su* =eign p]son1 plus 7ii7 s mu* ( ! co/s describ$ 9 section #bfc;,a7a77#b77;,b7 ) respect to su* prop]ty 9 ! h&s ( su* =eign p]son z ! taxpay] demon/rates to ! satisfaction ( ! ,secret>y are attributable to am\nts-- 7,i7 paid or incurr$ by su* =eign p]son to a ,unit$ ,/ates p]son or a p]son :i* is n a relat$ p>ty ( ! taxpay]1 or 7,,ii7 o!rwise subject to ! tax impos$ by ?is *apt]4 7,c7 ,application to relat$-p>ty transactions ,9 ! case ( direct co/s o!rwise describ$ 9 clause 7i7 ( subp>agraph 7,b7 :i* are paid or incurr$ by ! =eign p]son ref]r$ to 9 su* clause to ano!r =eign p]son :i* is a relat$ p>ty ( ! taxpay]1 su* co/s %all be tak5 into acc\nt "u su* clause only to ! ext5t t ! taxpay] demon/rates to ! satisfaction ( ! ,secret>y t su* co/s are attributable to am\nts-- 7i7 paid or incurr$ 7directly or indirectly7 to a ,unit$ ,/ates p]son or a p]son :i* is n a relat$ p>ty ( ! taxpay]1 or 7ii7 o!rwise subject to ! tax impos$ by ?is *apt]4 7,d7 ,safe h>bor ) respect to indirect co/s ( =eign relat$ p>ties ,9 ! case ( a taxpay] :i* elects ! application ( ?is subp>agraph 7at su* "t1 9 su* mann]1 & ) respect to su* inv5tory prop]ty1 z ! ,secret>y may provide71 ! am\nt describ$ 9 subp>agraph 7,b77ii7 ) respect to su* prop]ty %all be treat$ = purposes ( ?is section z be+ equal to #bj p]c5t ( ! am\nt paid or incurr$ by ! taxpay] to ! relat$ p>ty ( ! taxpay] 9 connection ) ! acquisition ( su* prop]ty4 7,e7 ,application ( c]ta9 rules ,rules simil> to ! rules ( subp>agraphs 7,b7 & 7,c7 ( subsection 7i77#a7 %all apply = purposes ( det]m9+ :e!r any am\nt is treat$ z subject to ! tax impos$ by ?is *apt] = purposes ( subp>agraph 7,b7 or 7,c7 ( ?is p>agraph4 4 7#d7 ,expansion & consolidation ( rules to exempt c]ta9 paym5ts f treatm5t z base erosion paym5ts 7,a7 ,9 g5]al ,section #ei;,a is am5d$ by r$esignat+ subsection 7i7 z subsection 7j7 & by ins]t+ aft] subsection 7h7 ! foll[+ new subsection3 7i7 ,c]ta9 paym5t n treat$ z base erosion paym5ts 7#a7 ,exception = paym5ts on :i* tax is impos$ 7,a7 ,9 g5]al ,an am\nt %all n be treat$ z a base erosion paym5t if tax is 7or 0 at ! "t ( paym5t or accrual7 impos$ by ?is *apt] ) respect to su* am\nt 7o!r ?an by ?is section74 7,b7 ,treatm5t ( c]ta9 d$uctions ,= purposes ( subp>agraph 7,a71 tax %all be treat$ z impos$ by ?is *apt] )\t reg>d to any d$uction all[$ "u "p ,,viii ( sub*apt] ,b4 7,c7 ,application ( c]ta9 rules ,! am\nt n treat$ z a base erosion paym5t by reason ( ?is p>agraph %all be det]m9$ "u rules simil> to ! rules ( section #afc7;j77#e7 7z 9 effect be=e ! date ( ! enactm5t ( ,public ,law #aae-ig74 7#b7 ,exception = c]ta9 paym5ts subject to suffici5t =eign tax 7,a7 ,9 g5]al ,an am\nt %all n be treat$ z a base erosion paym5t if ! taxpay] e/abli%es to ! satisfaction ( ! ,secret>y t su* am\nt 0 made to a =eign p]son :i* is a relat$ p>ty ( ! taxpay] t is subject to an effective rate ( =eign income tax 7z def9$ 9 section #ijd7;d77#b77;,f77 :i* is n less ?an ! less] (-- 7i7 #ae p]c5t1 or 7ii7 ! applicable p]c5tage 9 effect "u subsection 7b77#b7 7det]m9$ )\t reg>d to subsection 7b77#c77 = ! taxable ye> 9 :i* su* am\nt is paid or accru$4 7,b7 ,c]ta9 paym5ts to relat$ p>ties ,to ! ext5t provid$ by ! ,secret>y 9 regulations1 an am\nt paid to a =eign p]son :i* is a relat$ p>ty ( ! taxpay] %all be treat$ z paid to ano!r =eign p]son :i* is a relat$ p>ty ( ! taxpay] if su* second =eign p]son is subject to an effective rate ( =eign income tax 7z def9$ 9 section #ijd7;d77#b77;,f77 :i* is less ?an ! less] ( #ae p]c5t or ! p]c5tage describ$ 9 subp>agraph 7,a77ii71 to ! ext5t ! am\nt s paid directly or indirectly funds a paym5t to su* second =eign p]son4 7,c7 ,det]m9ation on basis ( applicable f9ancial /atem5ts ,except z o!rwise provid$ by ! ,secret>y "u subp>agraph 7,d71 ! effective rate ( =eign income tax ) respect to any am\nt may be e/abli%$ on ! basis ( applicable f9ancial /atem5ts 7z def9$ 9 section #dea7;b77#c774 7,d7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is p>agraph1 includ+ regulations or o!r guidance provid+ proc$ures = det]m9+ ! effective rate ( =eign income tax to :i* any am\nt is subject4 ,su* proc$ures may require t any transaction or s]ies ( transactions among multiple p>ties be re*>act]iz$ z "o or m transactions directly among any #b or m ( su* p>ties :]e ! ,secret>y det]m9es t su* re*>act]ization is appropriate to c>ry out1 or prev5t avoidance (1 ! purposes ( ?is section4 7#c7 ,exception = c]ta9 am\nts ) respect to s]vices ,subsections 7d77#a7 & 7d77#e77;,a7 %all n apply to s mu* ( any am\nt paid or accru$ by a taxpay] = s]vices z does n exce$ ! total s]vices co/ ( su* s]vices4 ,! prec$+ s5t5ce %all n apply unless su* s]vices meet ! requirem5ts = eligibility = use ( ! s]vices co/ me?od "u section #dhb 7det]m9$ )\t reg>d to ! requirem5t t ! s]vices n contribute significantly to fundam5tal risks ( bus9ess success or failure74 4 7,b7 ,con=m+ am5dm5t ,section #ei;,a7d71 z am5d$ by p>agraph 7#b71 is am5d$ by /rik+ p>agraph 7#f74 7c7 ,t]m9ation ( exemption f base erosion & anti-abuse tax = taxpay]s ) l[ base erosion p]c5tage ,section #ei;,a7e77#a77;,c7 is am5d$ by /rik+ ! base erosion p]c5tage 7z det]m9$ "u subsection 7c77#d77 & ins]t+ 9 ! case ( any taxable ye> beg9n+ be=e ,janu>y #a1 #bjbd1 ! base erosion p]c5tage 7z det]m9$ "u subsection 7c77#d7 z 9 effect be=e ! date ( ! enactm5t ( ! ,act enact$ dur+ ! #aag? ,congress :i* is entitl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad474 7d7 ,treatm5t ( applicable taxpay]s ,section #ei;,a7e7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,cont9uation ( treatm5t z applicable taxpay] ,if a taxpay] is an applicable taxpay] ) respect to any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba 7o!r ?an by reason ( ?is p>agraph71 su* taxpay] 7& any successor ( su* taxpay]7 %all be an applicable taxpay] ) respect to ea* ( ! #aj succe$+ taxable ye>s4 4 7e7 ,o!r modifications 7#a7 ,section #ei;,a7b77#a7 is am5d$ by /rik+ ,except z provid$ 9 p>agraphs 7#b7 & 7#c71 ! & ins]t+ ,!4 7#b7 ,section #ei;,a7h77#b77;,b7 is am5d$ by /rik+ section #fjch;,b7b77#b7 & ins]t+ section #fjch;,a7b77#b74 7#c7 ,section #ei;,a7j77#b71 z r$esignat$ by subsection 7b71 is am5d$ by /rik+ subsection 7g77#c7 & ins]t+ subsection 7h77#c74 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 ,e ,o!r ,bus9ess ,tax ,provisions #achada4 ,cr$it = cl9ical te/+ ( orphan drugs limit$ to fir/ use or indication 7a7 ,9 g5]al ,section #de;,c7b77#b77;,b7 is am5d$ to read z foll[s3 7,b7 ,te/+ mu/ be relat$ to fir/ use or indication = r>e disease or condition ,human cl9ical te/+ may be tak5 into acc\nt "u subp>agraph 7,a7 only to ! ext5t su* te/+ is relat$ to ! fir/ use or indication ) respect to :i* a drug = a r>e disease or condition is designat$ "u section #ebf ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act4 4 7b7 ,eligible te/+ mu/ be conduct$ be=e approval = any use or indication ,section #de;,c7b77#b77;,a77ii77,,ii7 is am5d$ to read z foll[s3 7,,ii7 be=e ! fir/ date on :i* an application 7) respect to any use or indication ) respect to any disease or condition7 ) respect to su* drug is approv$ "u section #eje7;c7 ( su* ,act or1 if ! drug is a biological product1 be=e ! fir/ date on :i* a lic5se 7) respect to any use or indication ) respect to any disease or condition7 = su* drug is issu$ "u section #cea7;a7 ( ! ,public ,heal? ,s]vice ,act1 & 4 7c7 ,eligibility ( biological products 7#a7 ,9 g5]al ,section #de;,c7b77#b77;,a77i7 is am5d$ by ins]t+ or1 if ! drug is a biological product1 section #cea7;a77#c7 ( ! ,public ,heal? ,s]vice ,act be=e ! comma at ! end4 7#b7 ,con=m+ am5dm5t ,section #de;,c7b77#b77;,a77ii77,i7 is am5d$ by /rik+ su* ,act & ins]t+ ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achadb4 ,modifications to treatm5t ( c]ta9 losses 7a7 ,losses f c]ta9 capital assets :i* become wor?less 7#a7 ,:5 treat$ z loss ,section #afe7;g77#a7 is am5d$ by /rik+ on ! la/ day ( ! taxable ye> & ins]t+ at ! "t ( ! id5tifiable ev5t e/abli%+ wor?lessness4 7#b7 ,treatm5t ( p>tn]%ip indebt$ness ,section #afe7;g77#b77;,c7 is am5d$ by ins]t+ 1 by a p>tn]%ip1 aft] by a corporation4 7#c7 ,treatm5t ( ab&onm5t ,section #afe7;g7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,treatm5t ( ab&onm5t ,= purposes ( ?is subsection & subsection 7m71 ab&onm5t %all be treat$ z an id5tifiable ev5t e/abli%+ wor?lessness4 4 7#d7 ,treatm5t ( p>tn]%ip int]e/ ,section #afe is am5d$ by r$esignat+ subsection 7m7 z subsection 7n7 & by ins]t+ aft] subsection 7l7 ! foll[+ new subsection3 7m7 ,wor?less p>tn]%ip int]e/ ,if any int]e/ 9 a p>tn]%ip becomes wor?less dur+ ! taxable ye>1 ! loss result+ !refrom %all1 = purposes ( ?is subtitle1 be treat$ z a loss f ! sale or ex*ange ( ! int]e/ 9 ! p>tn]%ip at ! "t ( ! id5tifiable ev5t e/abli%+ wor?lessness4 4 7b7 ,def]ral ( losses 9 c]ta9 controll$ gr\p corporate liquidations ,section #bfg is am5d$ by add+ at ! end ! foll[+ new subsection3 7h7 ,def]ral ( losses 9 c]ta9 controll$ gr\p liquidations 7#a7 ,9 g5]al ,9 ! case ( any specifi$ controll$ gr\p liquidation1 no loss %all be recogniz$ by any memb] ( ! controll$ gr\p on any /ock or security ( ! liquidat+ corporation until all prop]ty receiv$ by memb]s ( ! controll$ gr\p 9 connection ) su* liquidation has be5 transf]r$ to "o or m p]sons :o are n relat$ 7)9 ! mean+ ( subsection 7b77#c7 or section #gjg7;b77#a77 to ! memb] :i* receiv$ su* prop]ty4 7#b7 ,specifi$ controll$ gr\p liquidation ,= purposes ( ?is subsection1 ! t]m specifi$ controll$ gr\p liquidation means1 ) respect to any corporation :i* is a memb] ( a controll$ gr\p-- 7,a7 "o or m di/ributions 9 complete liquidation 7)9 ! mean+ ( section #cdf7 ( su* corporation1 7,b7 any o!r transf] 7includ+ any s]ies ( transf]s7 ( prop]ty ( su* corporation if any /ock or security ( su* corporation becomes wor?less 9 connection ) su* transf]1 & 7,c7 any issuance ( debt by su* corporation to "o or m p]sons :o are relat$ 7)9 ! mean+ ( subsection 7b77#c7 or section #gjg7;b77#a77 to su* corporation if any /ock or security ( su* corporation becomes wor?less 9 connection ) su* issuance4 7#c7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ to apply ! pr9ciples ( ?is subsection to liquidat+ corporation /ock or securities own$ by a corporation indirectly ?r\gh #a or m p>tn]%ips4 4 7c7 ,cross ref]5ce ,section #cca7;c7 is am5d$-- 7#a7 by /rik+ ,cross ref]5ce & all t foll[s ?r\gh ,= g5]al rule & ins]t+ ! foll[+3 ,cross ref]5ce4-- 7#a7 ,= g5]al rule 1 & 7#b7 by add+ at ! end ! foll[+ new p>agraph3 7#b7 ,= losses 9 controll$ gr\p liquidations1 see section #bfg7;h74 4 7d7 ,effective date 7#a7 ,subsection 7a7 ,! am5dm5ts made by ?is section %all apply to losses aris+ 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7#b7 ,subsection 7b7 ,! am5dm5t made by subsection 7b7 %all apply to liquidations on or aft] ! date ( ! enactm5t ( ?is ,act4 #achadc4 ,adju/$ basis limitation = divisive reorganization 7a7 ,9 g5]al ,section #cfa is am5d$ by add+ at ! end ! foll[+ new subsections3 7d7 ,adju/$ basis limitation = divisive reorganizations 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 9 ! case ( a reorganization describ$ 9 section #cfh7;a77#a77;,d7 ) respect to :i* /ock or securities ( ! controll$ corporation 7)9 ! mean+ ( section #cee7 are di/ribut$ by ! di/ribut+ corporation 7)9 ! mean+ ( su* section7 9 a transaction :i* qualifies "u su* section1 subsections 7b77#c7 & 7c77#c7 %all n apply to s mu* ( ! am\nt describ$ 9 clauses 7ii7 & 7iii7 ( subp>agraph 7,a7 z does n exce$ ! excess 7if any7 (-- 7,a7 ! sum (-- 7i7 ! total am\nt ( ! liabilities assum$ 7)9 ! mean+ ( section #ceg7;c77 by ! controll$ corporation1 & 7ii7 ! total am\nt ( money & ! fair m>ket value ( o!r prop]ty transf]r$ to ! cr$itors1 7iii7 ! fair m>ket value ( ! /ock describ$ 9 section #ced7;a77#b77;,c7 & ! total pr9cipal am\nt ( obligations ( ! controll$ corporation describ$ 9 subsection 7c77#b77;,b7 :i* are qualifi$ prop]ty 7z def9$ 9 subsection 7c77#b77;,b77 transf]r$ to ! cr$itors1 ov] 7,b7 ! total adju/$ bases ( ! assets transf]r$ by ! di/ribut+ corporation to ! controll$ corporation4 7#b7 ,exception reg>d+ c]ta9 /ock or rights to acquire /ock ,p>agraph 7#a7 %all n apply to any /ock 7or "r to acquire /ock7 describ$ 9 subsection 7c77#b77;,b74 7#c7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is subsection & to prev5t avoidance ( tax ?r\gh abuse or circumv5tion ( subsection 7b77#c71 subsection 7c77#c71 or ?is subsection1 includ+ to det]m9e :e!r a disposition ( prop]ty or any o!r transaction is 9 connection ) ! reorganization or pursuant to ! plan ( reorganization4 7e7 ,cross-ref]5ces ,= provisions provid+ = ! inclusion ( income or recognition ( ga9 9 c]ta9 di/ributions1 see subsections 7d71 7e71 7f71 7g71 & 7h7 ( section #cee4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #cfa7;b77#c7 is am5d$-- 7,a7 9 ! fir/ s5t5ce1 by ins]t+ 1 & except z provid$ 9 subsection 7d7 aft] p>agraph 7#a71 & 7,b7 by /rik+ ! second & ?ird s5t5ces4 7#b7 ,section #cfa7;c7 is am5d$-- 7,a7 9 p>agraph 7#c71 by ins]t+ 1 & except z provid$ 9 subsection 7d7 aft] ?is subsection1 & 7,b7 by /rik+ p>agraph 7#e74 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to reorganizations occurr+ on or aft] ! date ( ! enactm5t ( ?is ,act4 7d7 ,transition rule ,! am5dm5ts made by ?is section %all n apply to any ex*ange pursuant to a transaction :i* is-- 7#a7 made pursuant to a writt5 agreem5t :i* 0 b9d+ on ! date ( ! enactm5t ( ?is ,act1 & at all times !reaft]1 7#b7 describ$ 9 a rul+ reque/ submitt$ to ! ,int]nal ,rev5ue ,s]vice on or be=e su* date1 or 7#c7 describ$ on or be=e su* date 9 a public ann\ncem5t or 9 a fil+ ) ! ,securities & ,ex*ange ,commission4 #achadd4 ,r5ts f prison facilities n treat$ z qualifi$ income = purposes ( ,,reit income te/s 7a7 ,9 g5]al ,section #hef7;d77#b7 is am5d$ by /rik+ & at ! end ( subp>agraph 7,b71 by /rik+ ! p]iod at ! end ( subp>agraph 7,c7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new subp>agraph3 7,d7 any am\nt receiv$ or accru$1 directly or indirectly1 ) respect to any real or p]sonal prop]ty :i* is prim>ily us$ 9 connection ) any correctional1 det5tion1 or p5al facility4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achade4 ,modifications to exemption = portfolio int]e/ 7a7 ,9 g5]al ,section #hga7;h77#c77;,b77i7 is am5d$ to read z foll[s3 7i7 9 ! case ( an obligation issu$ by a corporation-- 7,i7 any p]son :o owns #aj p]c5t or m ( ! total comb9$ vot+ p[] ( all classes ( /ock ( su* corporation entitl$ to vote1 or 7,,ii7 any p]son :o owns #aj p]c5t or m ( ! total value ( ! /ock ( su* corporation1 & 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to obligations issu$ aft] ! date ( ! enactm5t ( ?is ,act4 #achadf4 ,c]ta9 p>tn]%ip int]e/ d]ivatives 7a7 ,9 g5]al ,section #hga7m7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,specifi$ p>tn]%ip int]e/ income equival5t paym5ts 7,a7 ,9 g5]al ,= purposes ( ?is subsection1 any paym5t made pursuant to a specifi$ notional pr9cipal contract t 7directly or indirectly7 is cont+5t ^u1 or is det]m9$ by ref]5ce to1 any income or ga9 9 respect ( an int]e/ 9 a specifi$ p>tn]%ip 7or any o!r paym5t ! ,secret>y det]m9es to be sub/antially simil>7 %all be treat$ z a divid5d equival5t4 ,= purposes ( ! prec$+ s5t5ce1 income or ga9 includes any income or ga9 f ! deem$ disposition ( su* int]e/ z a result ( ! t]m9ation (1 or paym5t ) respect to1 su* contract 7det]m9$ 9 ! same mann] z "u section #hfd7;c77#h7 b )\t reg>d to subp>agraph 7,c7 !re(7 & any income or ga9 describ$ 9 subsection 7a77#a7 or section #hha7;a74 7,b7 ,specifi$ p>tn]%ip ,= purposes ( ?is p>agraph1 ! t]m specifi$ p>tn]%ip means-- 7i7 any publicly trad$ p>tn]%ip 7z def9$ 9 section #ggjd7;b77 :i* is n treat$ z a corporation "u su* section1 or 7ii7 any o!r p>tn]%ip z ! ,secret>y may by regulation prescribe4 7,c7 ,exceptions 7i7 ,c]ta9 paym5ts ,subp>agraph 7,a7 %all n apply to any paym5t ! ,secret>y det]m9es does n h ! pot5tial = tax avoidance4 7ii7 ,c]ta9 income ,"u su* regulations z ! ,secret>y %all prescribe1 !re %all n be tak5 into acc\nt "u subp>agraph 7,a7 any paym5t to ! ext5t det]m9$ by ref]5ce to income or ga9 9 respect ( an int]e/ 9 a specifi$ p>tn]%ip :i* w\ld be1 if e>n$ by a nonresid5t ali5 individual or a =eign corporation-- 7,i7 exempt f tax "u ?is *apt]1 or 7,,ii7 f s\rces )\t ! ,unit$ ,/ates & n effectively connect$ ) ! conduct ( a trade or bus9ess )9 ! ,unit$ ,/ates4 7,d7 ,treatm5t ( def9itions & special rules ) respect to p>tn]%ips ,= purposes ( ?is p>agraph1 rules simil> to ! rules & def9itions 9 p>agraphs 7#c71 7#d71 7#e71 7#f71 & 7#g7 %all apply to an int]e/ 9 a specifi$ p>tn]%ip 9 a mann] simil> to an und]ly+ security1 & to income or ga9 9 respect ( an int]e/ 9 a specifi$ p>tn]%ip 9 a mann] simil> to a divid5d4 7,e7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es is necess>y or appropriate to c>ry out ! purposes ( ?is p>agraph1 includ+ to apply ?is p>agraph to paym5ts det]m9$ "u sale-repur*ase agreem5ts or securities l5d+ transactions ) respect to int]e/s 9 specifi$ p>tn]%ips1 to det]m9e ! am\nt ( a di/ribution by a specifi$ p>tn]%ip t is income or ga9 ( ! p>tn]%ip 7includ+ ! portion !re( t is except$ "u subp>agraph 7,c77 9 a mann] consi/5t ) section #adda7;g71 & to require ! provision ( in=mation by specifi$ p>tn]%ips necess>y to det]m9e su* am\nt4 4 7b7 ,)hold+ ( tax on nonresid5t ali5s ,section #adda is am5d$ by r$esignat+ subsection 7g7 z subsection 7h7 & by ins]t+ aft] subsection 7f7 ! foll[+ new subsection3 7g7 ,divid5d equival5ts 9 case ( c]ta9 specifi$ p>tn]%ips ,! ,secret>y may prescribe regulations1 "u rules simil> to ! rules ( section #addf1 to det]m9e ! am\nt ( a paym5t 9 respect ( income & ga9 ( a specifi$ p>tn]%ip 7z def9$ 9 #hga7m77#h77 :i* is a divid5d equival5t4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to paym5ts made aft] ,decemb] #ca1 #bjbb4 #achadg4 ,adju/m5ts to e>n+s & pr(its ( controll$ =eign corporations 7a7 ,9 g5]al ,section #cab7n7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#i7 ,special rules = controll$ =eign corporations ,e>n+s & pr(its ( any controll$ =eign corporation %all be det]m9$ )\t reg>d to p>agraphs 7#d71 7#e71 & 7#f74 4 7b7 ,con=m+ am5dm5t ,section #ieb7;c7 is am5d$ by /rik+ p>agraph 7#c74 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s ( =eign corporations end+ aft] ! date ( ! enactm5t ( ?is ,act1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 #achadh4 ,c]ta9 divid5ds ( controll$ =eign corporations treat$ z extraord9>y divid5ds 7a7 ,9 g5]al ,section #ajei is am5d$ by r$esignat+ subsection 7g7 z subsection 7h7 & by ins]t+ aft] subsection 7f7 ! foll[+ new subsection3 7g7 ,treatm5t ( c]ta9 divid5ds ( controll$ =eign corporations 7#a7 ,9 g5]al ,except z o!rwise provid$ by ! ,secret>y1 any disqualifi$ ,,cfc divid5d %all be treat$ z an extraord9>y divid5d to :i* p>agraphs 7#a7 & 7#b7 ( subsection 7a7 apply )\t reg>d to ! p]iod ! taxpay] held ! /ock ) respect to :i* su* divid5d is paid4 7#b7 ,disqualifi$ ,,cfc divid5d ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,! t]m disqualifi$ ,,cfc divid5d means any divid5d paid by a controll$ =eign corporation to ! ext5t su* divid5d is attributable to e>n+s & pr(its :i*-- 7i7 7 e>n$ dur+ any p]iod t su* corporation 0 n a controll$ =eign corporation1 or 7ii7 are attributable to disqualifi$ ,,cfc divid5ds receiv$ by su* controll$ =eign corporation f ano!r controll$ =eign corporation4 7,b7 ,application to corporations n :olly own$ by ,unit$ ,/ates %>ehold]s ,if n all ( ! /ock ( any controll$ =eign corporation is own$ 7)9 ! mean+ ( section #ieh7;a77 by "o or m ,unit$ ,/ates %>ehold]s at ! "t t any e>n+s & pr(its are e>n$1 ! portion ( su* e>n+s & pr(its :i* is prop]ly attributable to /ock n s own$ by ,unit$ ,/ates %>ehold]s %all be treat$ = purposes ( subp>agraph 7,a7 z e>n$ dur+ a p]iod t su* corporation 0 n a controll$ =eign corporation4 7,c7 ,treatm5t ( dome/ic p>tn]%ips & c]ta9 tru/s ,= purposes ( subp>agraph 7,b7-- 7i7 a dome/ic p>tn]%ip %all n be treat$ z a ,unit$ ,/ates %>ehold]1 & 7ii7 to ! ext5t provid$ by ! ,secret>y 9 regulations or o!r guidance1 a tru/ describ$ 9 section #ggja7;a77#cj77;,e7 %all n be treat$ z a ,unit$ ,/ates %>ehold]4 7,d7 ,special rule relat$ to con/ructive own]%ip ,9 ! case ( ! la/ taxable ye> ( a =eign corporation beg9n+ be=e ,janu>y #a1 #bjah1 & ea* subsequ5t taxable ye> ( su* =eign corporation :i* beg9s be=e ! date ( ! enactm5t ( ?is subsection1 if su* =eign corporation w\ld n h be5 a controll$ =eign corporation = any su* taxable ye> if section #ieh7;b77#d7 7z applicable to taxable ye>s beg9n+ aft] ! date ( ! enactm5t ( ?is subsection7 _h appli$ to su* taxable ye>1 su* corporation %all n be treat$ z a controll$ =eign corporation = su* taxable ye> = purposes ( ?is subsection4 4 7b7 ,regulations ,section #ajei7;h71 z r$esignat$ by subsection 7a71 is am5d$-- 7#a7 by /rik+ regulations bo? places x appe>s & ins]t+ regulations or o!r guidance1 & 7#b7 by /rik+ & at ! end ( p>agraph 7#a71 by /rik+ ! p]iod at ! end ( p>agraph 7#b7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new p>agraph3 7#c7 provid+ = ! coord9ation ( subsection 7g7 ) ! o!r provisions ( ?is *apt]1 includ+ section #abdh4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to divid5ds paid 7or am\nts treat$ z divid5ds7 aft] ! date ( ! enactm5t ( ?is ,act4 #achadi4 ,limitation on c]ta9 special rules = section #abjb ga9s 7a7 ,9 g5]al ,section #abjb7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,limitation on c]ta9 special rules ,9 ! case ( ! sale or ex*ange ( qualifi$ small bus9ess /ock aft] ,septemb] #ac1 #bjba1 p>agraphs 7#c7 & 7#d7 %all n apply to any taxpay] if-- 7,a7 ! adju/$ gross income ( su* taxpay] 7det]m9$ )\t reg>d to ?is section & sections #iaa1 #ica1 & #icc7 equals or exce$s #djj1jjj1 or 7,b7 su* taxpay] is a tru/ or e/ate4 4 7b7 ,effective date ,except z provid$ 9 subsection 7c71 ! am5dm5t made by ?is section %all apply to sales & ex*anges aft] ,septemb] #ac1 #bjba4 7c7 ,b9d+ contract exception ,! am5dm5t made by ?is section %all n apply to any sale or ex*ange :i* is made pursuant to a writt5 b9d+ contract :i* 0 9 effect on ,septemb] #ac1 #bjba1 & is n modifi$ 9 any mat]ial respect !reaft]4 #achaej4 ,con/ructive sales 7a7 ,application to appreciat$ digital assets 7#a7 ,9 g5]al ,section #abei7;b77#a7 is am5d$ by ins]t+ digital asset1 aft] debt in/rum5t14 7#b7 ,exception = sales ( nonpublicly trad$ prop]ty ,section #abei7;c77#b7 is am5d$ by add+ at ! end ! foll[+3 ,a simil> rule %all apply 9 ! case ( a contract = sale ( any digital asset44 7#c7 ,digital asset ,section #abei7;d7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,digital asset ,except z o!rwise provid$ by ! ,secret>y1 ! t]m digital asset means any digital repres5tation ( value :i* is record$ on a cryptographically secur$ di/ribut$ l$g] or any simil> te*nology z specifi$ by ! ,secret>y4 4 7b7 ,treatm5t ( c]ta9 contracts ,section #abei7;c77#a77;,d7 is am5d$ by ins]t+ or ent]s into a contract to acquire aft] acquires4 7c7 ,effective date 7#a7 ,9 g5]al ,! am5dm5ts made by subsection 7a7 %all apply to con/ructive sales 7det]m9$ aft] ! application ( ! am5dm5t made by subsection 7b77 aft] ! date ( ! enactm5t ( ?is ,act4 7#b7 ,treatm5t ( c]ta9 contracts ,! am5dm5t made by subsection 7b7 %all apply to contracts ent]$ into aft] ! date ( ! enactm5t ( ?is ,act4 #achaea4 ,rules relat+ to common control 7a7 ,9 g5]al ,section #eb is am5d$ by /rik+ subsections 7a7 & 7b7 & ins]t+ ! foll[+ new subsections3 7a7 ,treatm5t ( controll$ gr\ps ( corporations 7#a7 ,9 g5]al ,= purposes ( ?is subp>t1 all employees ( all corporations :i* are compon5t memb]s ( ! same controll$ gr\p ( corporations %all be treat$ z employ$ by a s+le employ]4 ,9 any su* case1 ! cr$it 7if any7 det]m9$ "u section #ea7;a7 ) respect to ea* su* memb] %all be its proportionate %>e ( ! wages giv+ rise to su* cr$it4 7#b7 ,controll$ gr\p ( corporations ,= purposes ( ?is subsection1 ! t]m controll$ gr\p ( corporations has ! mean+ giv5 to su* t]m by section #aefc7;a71 except t-- 7,a7 m ?an #ej p]c5t %all be sub/itut$ = at lea/ #hj p]c5t ea* place x appe>s 9 section #aefc7;a77#a71 & 7,b7 ! det]m9ation %all be made )\t reg>d to subsections 7a77#d7 & 7e77#c77;,c7 ( section #aefc4 7#c7 ,compon5t memb] ,= purposes ( ?is subsection1 ! t]m compon5t memb] has ! mean+ giv5 su* t]m by section #aefc7;b71 except t ! det]m9ation %all be made )\t reg>d to :e!r su* memb] is an exclud$ memb] 7)9 ! mean+ ( section #aefc7;b77#b774 7b7 ,employees ( p>tn]%ips1 proprietor%ips1 etc41 :i* are "u common control ,= purposes ( ?is subp>t1 "u regulations prescrib$ by ! ,secret>y-- 7#a7 all employees ( trades or bus9ess 7:e!r or n incorporat$7 :i* are "u common control %all be treat$ z employ$ by a s+le employ]1 & 7#b7 ! cr$it 7if any7 det]m9$ "u section #ea7;a7 ) respect to ea* trade or bus9ess %all be its proportionate %>e ( ! wages giv+ rise to su* cr$it4 ,! regulations prescrib$ "u ?is subsection %all be bas$ on pr9ciples simil> to ! pr9ciples :i* apply 9 ! case ( subsection 7a74 ,= purposes ( ?is subsection1 ! t]m trade or bus9ess includes any activity treat$ z a trade or bus9ess "u p>agraph 7#e7 or 7#f7 ( section #dfi7;c7 7det]m9$ )\t reg>d to ! phrase ,to ! ext5t provid$ 9 regulations 9 su* p>agraph 7#f774 4 7b7 ,con=m+ am5dm5t ,section #aefc7;b77#b77;,c7 is am5d$ to read z foll[s3 7,c7 is a =eign corporation n engag$ 9 a trade or bus9ess )9 ! ,unit$ ,/ates1 4 7c7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achaeb4 ,modification ( wa% sale rules 7a7 ,9 g5]al ,section #ajia is am5d$ to read z foll[s3 #ajia4 ,loss f wa% sales ( specifi$ assets 7a7 ,disall[ance ( loss d$uction ,9 ! case ( any loss claim$ to h be5 su/a9$ f any sale or disposition 7includ+ any t]m9ation7 ( specifi$ assets :]e x appe>s t1 )9 a p]iod beg9n+ #cj days be=e ! date ( su* sale or disposition & end+ #cj days aft] su* date1 ! taxpay] 7or relat$ p>ty7 has acquir$ 7by pur*ase or by an ex*ange on :i* ! entire am\nt ( ga9 or loss 0 recogniz$ by law71 or has ent]$ into1 or has ent]$ into a contract or option s to acquire or a long notional pr9cipal contract 9 respect (1 sub/antially id5tical specifi$ assets1 !n no d$uction %all be all[$ "u section #afe unless ! taxpay] is a deal] 9 specifi$ assets & ! loss is su/a9$ 9 a transaction made 9 ! ord9>y c\rse ( su* bus9ess4 7b7 ,am\nt ( specifi$ assets diff]5t f am\nt ( specifi$ assets sold ,if ! am\nt ( specifi$ assets acquir$ 7or cov]$ by ! contract or option to acquire or long notional pr9cipal contract 9 respect (7 is diff]5t f ! am\nt ( specifi$ assets sold or o!rwise dispos$ (1 !n ! p>ticul> specifi$ assets ! acquisition ( :i* 7or ! contract or option to acquire or long notional pr9cipal contract :i*7 result$ 9 ! nond$uctibility ( ! loss %all be det]m9$ "u regulations prescrib$ by ! ,secret>y4 7c7 ,adju/m5t to basis 9 case ( wa% sale ,if ! taxpay] 7or ! taxpay]'s sp\se7 acquires or ent]s into sub/antially id5tical specifi$ assets dur+ ! p]iod :i*-- 7#a7 beg9s #cj days be=e ! disposition ) respect to :i* a d$uction 0 disall[$ "u subsection 7a71 & 7#b7 ends ) ! close ( ! taxpay]'s fir/ taxable ye> :i* beg9s aft] su* disposition1 ! basis ( su* specifi$ assets %all be increas$ by ! am\nt ( ! d$uction s disall[$ 7r$uc$ by any am\nt ( su* d$uction tak5 into acc\nt "u ?is subsection to increase ! basis ( specifi$ assets previ\sly acquir$74 7d7 ,c]ta9 %ort sales ( specifi$ assets & contracts to sell ,rules simil> to ! rules ( subsection 7a7 %all apply to any loss realiz$ on ! clos+ ( a %ort sale ( 7or ! sale1 ex*ange1 or t]m9ation ( a contract or option to sell or a %ort notional pr9cipal contract 9 respect (7 specifi$ assets if1 )9 a p]iod beg9n+ #cj days be=e ! date ( su* clos+ & end+ #cj days aft] su* date-- 7#a7 sub/antially id5tical specifi$ assets 7 sold or t]m9at$ by ! taxpay] 7or a relat$ p>ty71 or 7#b7 ano!r %ort sale ( 7or contract or option to sell or %ort notional pr9cipal contract 9 respect (7 sub/antially id5tical specifi$ assets 0 ent]$ into by ! taxpay] 7or relat$ p>ty74 7e7 ,ca% settlem5t ,?is section %all n fail to apply to a contract or option to acquire or sell specifi$ assets solely by reason ( ! fact t ! contract or option settles 9 7or c\ld be settl$ 97 ca% or prop]ty o!r ?an su* specifi$ assets4 7f7 ,relat$ p>ty ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m relat$ p>ty means-- 7,a7 ! taxpay]'s sp\se1 7,b7 any dep5d5t ( ! taxpay] & any o!r taxpay] ) respect to :om ! taxpay] is a dep5d5t1 7,c7 any individual1 corporation1 p>tn]%ip1 tru/1 or e/ate :i* controls1 or is controll$ by1 7)9 ! mean+ ( section #ied7;d77#c77 ! taxpay] or any individual describ$ 9 subp>agraph 7,a7 or 7,b7 ) respect to ! taxpay] 7or any comb9ation !re(71 7,d7 to ! ext5t provid$ by ! ,secret>y 9 regulations or o!r guidance1 any individual :o be>s a relation%ip to ! taxpay] describ$ 9 section #bfg7;b7 if su* taxpay] is an individual1 7,e7 any individual retirem5t plan1 ,ar*] ,,msa 7z def9$ 9 section #bbj7;d771 or heal? sav+s acc\nt 7z def9$ 9 section #bbc7;d771 ( ! taxpay] or ( any individual describ$ 9 subp>agraph 7,a7 or 7,b7 ) respect to ! taxpay]1 7,f7 any acc\nt "u a qualifi$ tuition program describ$ 9 section #ebi or a ,cov]dell education sav+s acc\nt 7z def9$ 9 section #ecj7;b77 if ! taxpay]1 or any individual describ$ 9 subp>agraph 7,a7 or 7,b7 ) respect to ! taxpay]1 is ! designat$ b5efici>y ( su* acc\nt or has ! "r to make any decision ) respect to ! inve/m5t ( any am\nt 9 su* acc\nt1 & 7,g7 any acc\nt "u-- 7i7 a plan describ$ 9 section #dja7;a71 7ii7 an annuity plan describ$ 9 section #djc7;a71 7iii7 an annuity contract describ$ 9 section #djc7;b71 or 7iv7 an eligible def]r$ comp5sation plan describ$ 9 section #deg7;b7 & ma9ta9$ by an employ] describ$ 9 section #deg7;e77#a77;,a71 if ! taxpay] or any individual describ$ 9 subp>agraph 7,a7 or 7,b7 ) respect to ! taxpay] has ! "r to make any decision ) respect to ! inve/m5t ( any am\nt 9 su* acc\nt4 7#b7 ,rules = det]m9+ /atus 7,a7 ,relation%ips det]m9$ at "t ( acquisition ,det]m9ations "u p>agraph 7#a7 %all be made z ( ! "t ( ! pur*ase or ex*ange 7or ent]+ into a contract1 option1 or notional pr9cipal contract7 ref]r$ to 9 subsection 7a7 except t det]m9ations "u subp>agraphs 7,a7 & 7,b7 ( p>agraph 7#a7 %all be made = ! taxable ye> :i* includes su* pur*ase or ex*ange 7or ent]+ into74 7,b7 ,det]m9ation ( m>ital /atus 7i7 ,9 g5]al ,except z provid$ 9 clause 7ii71 m>ital /atus %all be det]m9$ "u section #ggjc4 7ii7 ,special rule = m>ri$ individuals fil+ sep>ately & liv+ ap>t ,a husb& & wife :o-- 7,i7 file sep>ate returns = any taxable ye>1 & 7,,ii7 live ap>t at all times dur+ su* taxable ye>1 %all n be treat$ z m>ri$ individuals4 7#c7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y to prev5t ! avoidance ( ! purposes ( ?is subsection1 includ+ regulations :i* treat p]sons z relat$ p>ties if su* p]sons are =m$ or avail$ ( to avoid ! purposes ( ?is subsection4 7g7 ,specifi$ asset ,= purposes ( ?is section1 ! t]m specifi$ asset means any ( ! foll[+3 7#a7 ,any security describ$ 9 subp>agraph 7,a71 7,b71 7,c71 7,d71 or 7,e7 ( section #dge7;c77#b74 7#b7 ,any =eign curr5cy4 7#c7 ,any commodity describ$ 9 subp>agraph 7,a71 7,b71 or 7,c7 ( section #dge7;e77#b74 7#d7 ,except z o!rwise provid$ by ! ,secret>y1 any digital repres5tation ( value :i* is record$ on a cryptographically secur$ di/ribut$ l$g] or any simil> te*nology z specifi$ by ! ,secret>y4 ,su* t]m %all1 except z provid$ 9 regulations1 include contracts or options to acquire or sell1 or notional pr9cipal contracts 9 respect (1 any specifi$ assets4 7h7 ,exception = bus9ess ne$s & h$g+ transactions ,except z provid$ 9 regulations prescrib$ by ! ,secret>y1 subsection 7a7 %all n apply 9 ! case ( any sale or o!r disposition-- 7#a7 ( a =eign curr5cy or commodity describ$ 9 subsection 7h71 & 7#b7 :i*-- 7,a7 is directly relat$ to ! bus9ess ne$s ( a trade or bus9ess ( ! taxpay] 7o!r ?an ! trade or bus9ess ( trad+ =eign curr5cies or commodities describ$ 9 subsection 7h771 or 7,b7 is "p ( a h$g+ transaction 7z def9$ 9 section #abba7;b77#b774 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #fjde7;g77#b77;,b7 is am5d$-- 7,a7 9 clause 7i77,i7-- 7i7 by /rik+ security 7o!r ?an /ock & ins]t+ cov]$ security 7o!r ?an /ock1 & 7ii7 by /rik+ /ock sold or transf]r$ & ins]t+ cov]$ security sold or transf]r$1 & 7,b7 9 clause 7ii7-- 7i7 by /rik+ /ock or securities & ins]t+ specifi$ assets1 & 7ii7 by /rik+ id5tical securities & ins]t+ id5tical specifi$ assets 7z def9$ 9 section #ajia7;g774 7#b7 ,! table ( sections = "p ,,vii ( sub*apt] ,o ( *apt] #a is am5d$ by /rik+ ! item relation to section #ajia & ins]t+ ! foll[+ new item3 ,sec4 #ajia4 ,loss f wa% sales ( specifi$ assets4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to sales1 dispositions1 & t]m9ations aft] ,decemb] #ca1 #bjba4 7d7 ,no inf]5ce ,no?+ 9 ?is section or ! am5dm5ts made by ?is section %all be con/ru$ to create any inf]5ce ) respect to ! prop] treatm5t ( relat$ p>ties "u section #ajia ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to sales1 dispositions1 & t]m9ations be=e ,janu>y #a1 #bjbb4 #achaec4 ,rese>* & exp]im5tal exp5ditures 7a7 ,9 g5]al ,section #acbjf ( ,public ,law #aae-ig is am5d$-- 7#a7 9 subsection 7b77#c71 by /rik+ #bjba & ins]t+ #bjbe1 & 7#b7 9 subsection 7e71 by /rik+ #bjba & ins]t+ #bjbe4 7b7 ,effective date ,! am5dm5t made by ?is section %all take effect on ! date ( ! enactm5t ( ?is ,act4 #b ,tax increases = high-income individuals #achbja4 ,application ( net inve/m5t income tax to trade or bus9ess income ( c]ta9 high income individuals 7a7 ,9 g5]al ,section #adaa is am5d$ by add+ at ! end ! foll[+ new subsection3 7f7 ,application to c]ta9 high income individuals 7#a7 ,9 g5]al ,9 ! case ( any individual ^: modifi$ adju/$ gross income = ! taxable ye> exce$s ! high income ?re%old am\nt1 subsection 7a77#a7 %all be appli$ by sub/itut+ ! great] ( specifi$ net income or net inve/m5t income = net inve/m5t income 9 subp>agraph 7,a7 !re(4 7#b7 ,phase-9 ( increase ,! increase 9 ! tax impos$ "u subsection 7a77#a7 by reason ( ! application ( p>agraph 7#a7 ( ?is subsection %all n exce$ ! am\nt :i* be>s ! same ratio to ! am\nt ( su* increase 7det]m9$ )\t reg>d to ?is p>agraph7 z-- 7,a7 ! excess describ$ 9 p>agraph 7#a71 be>s to 7,b7 #ajj1jjj 7#a_/b su* am\nt 9 ! case ( a m>ri$ taxpay] 7z def9$ 9 section #ggjc7 fil+ a sep>ate return74 7#c7 ,high income ?re%old am\nt ,= purposes ( ?is subsection1 ! t]m high income ?re%old am\nt means-- 7,a7 except z provid$ 9 subp>agraph 7,b7 or 7,c71 #djj1jjj1 7,b7 9 ! case ( a taxpay] mak+ a jo9t return "u section #fjac or a surviv+ sp\se 7z def9$ 9 section #b7;a771 #ejj1jjj1 & 7,c7 9 ! case ( a m>ri$ taxpay] 7z def9$ 9 section #ggjc7 fil+ a sep>ate return1 #a_/b ( ! doll> am\nt det]m9$ "u subp>agraph 7,b74 7#d7 ,specifi$ net income ,= purposes ( ?is section1 ! t]m specifi$ net income means net inve/m5t income det]m9$-- 7,a7 )\t reg>d to ! phrase o!r ?an su* income :i* is d]iv$ 9 ! ord9>y c\rse ( a trade or bus9ess n describ$ 9 p>agraph 7#b71 9 subsection 7c77#a77;,a77i71 7,b7 )\t reg>d to ! phrase describ$ 9 p>agraph 7#b7 9 subsection 7c77#a77;,a77ii71 7,c7 )\t reg>d to ! phrase o!r ?an prop]ty held 9 a trade or bus9ess n describ$ 9 p>agraph 7#b7 9 subsection 7c77#a77;,a77iii71 7,d7 )\t reg>d to p>agraphs 7#b71 7#c71 & 7#d7 ( subsection 7c71 & 7,e7 by treat+ p>agraphs 7#e7 & 7#f7 ( section #dfi7;c7 7det]m9$ )\t reg>d to ! phrase ,to ! ext5t provid$ 9 regulations1 9 su* p>agraph 7#f77 z apply+ = purposes ( subsection 7c7 ( ?is section4 4 7b7 ,application to tru/s & e/ates ,section #adaa7;a77#b77;,a7 is am5d$ by /rik+ undi/ribut$ net inve/m5t income & ins]t+ ! great] ( undi/ribut$ specifi$ net income or undi/ribut$ net inve/m5t income4 7c7 ,cl>ifications ) respect to det]m9ation ( net inve/m5t income 7#a7 ,c]ta9 exceptions ,section #adaa7;c77#f7 is am5d$ to read z foll[s3 7#f7 ,special rules ,net inve/m5t income %all n include-- 7,a7 any item tak5 into acc\nt 9 det]m9+ self-employm5t income = su* taxable ye> on :i* a tax is impos$ by section #adja7;b71 7,b7 wages receiv$ ) respect to employm5t on :i* a tax is impos$ "u section #caja7;b7 or #cbja7;a7 7includ+ am\nts tak5 into acc\nt "u section #caba7v77#b771 & 7,c7 wages receiv$ f ! p]=mance ( s]vices e>n$ outside ! ,unit$ ,/ates = a =eign employ]4 4 7#b7 ,net op]at+ losses n tak5 into acc\nt ,section #adaa7;c77#a77;,b7 is am5d$ by ins]t+ 7o!r ?an section #agb7 aft] ?is subtitle4 7#c7 ,inclusion ( c]ta9 =eign income 7,a7 ,9 g5]al ,section #adaa7;c77#a77;,a7 is am5d$ by /rik+ & at ! end ( clause 7ii71 by /rik+ ov] at ! end ( clause 7iii7 & ins]t+ &1 & by add+ at ! end ! foll[+ new clause3 7iv7 any am\nt includible 9 gross income "u section #iea1 #iea;,a1 #abic1 or #abif1 ov] 4 7,b7 ,prop] treatm5t ( c]ta9 previ\sly tax$ income ,section #adaa7;c7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,c]ta9 previ\sly tax$ income ,! ,secret>y %all issue regulations or o!r guidance provid+ = ! treatm5t (-- 7,a7 di/ributions ( am\nts previ\sly includ$ 9 gross income = purposes ( *apt] #a b n previ\sly subject to tax "u ?is section1 & 7,b7 di/ributions describ$ 9 section #ifb7;d74 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7e7 ,transition rule ,! regulations or o!r guidance issu$ by ! ,secret>y "u section #adaa7;c77#g7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is section7 %all include provisions :i* provide = ! prop] coord9ation & application ( clauses 7i7 & 7iv7 ( section #adaa7;c77#a77;,a7 ) respect to-- 7#a7 taxable ye>s beg9n+ on or be=e ,decemb] #ca1 #bjba1 & 7#b7 taxable ye>s beg9n+ aft] su* date4 #achbjb4 ,limitations on excess bus9ess losses ( noncorporate taxpay]s 7a7 ,limitation made p]man5t 7#a7 ,9 g5]al ,section #dfa7l77#a7 is am5d$ to read z foll[s3 7#a7 ,limitation ,9 ! case ( any taxpay] o!r ?an a corporation1 any excess bus9ess loss ( ! taxpay] = ! taxable ye> %all n be all[$4 4 7#b7 ,con=m+ am5dm5t ,section #dfa is am5d$ by /rik+ subsection 7j74 7b7 ,modification ( c>ryov] ( disall[$ losses ,section #dfa7l77#b7 is am5d$ to read z foll[s3 7#b7 ,disall[$ loss c>ryov] ,any loss :i* is disall[$ "u p>agraph 7#a7 = any taxable ye> %all be treat$ 7solely = purposes ( ?is *apt]7 z a d$uction describ$ 9 p>agraph 7#c77;,a77i7 = ! next taxable ye>4 4 7c7 ,treatm5t ( unus$ excess bus9ess loss c>ryov]s on t]m9ation ( e/ate or tru/ ,section #dfa7l7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,special rule = t]m9ation ( e/ate or tru/ ,if1 on ! t]m9ation ( an e/ate or tru/1 ! e/ate or tru/ has an excess bus9ess loss c>ryov]1 !n su* c>ryov] or su* excess %all be all[$ z a d$uction1 9 accordance ) regulations prescrib$ by ! ,secret>y1 to ! b5efici>ies succe$+ to ! prop]ty ( ! e/ate or tru/4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbj4 #achbjc4 ,sur*>ge on high income individuals1 e/ates1 & tru/s 7a7 ,9 g5]al ,"p ,i ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #a ! foll[+ new section3 #a;,a4 ,sur*>ge on high income individuals1 e/ates1 & tru/s 7a7 ,g5]al rule ,9 ! case ( a taxpay] o!r ?an a corporation1 !re is h]eby impos$ 79 addition to any o!r tax impos$ by ?is subtitle7 a tax equal to ! sum (-- 7#a7 #e p]c5t ( s mu* ( ! modifi$ adju/$ gross income ( ! taxpay] z exce$s-- 7,a7 #aj1jjj1jjj1 9 ! case ( any taxpay] n describ$ 9 subp>agraph 7,b7 or 7,c71 7,b7 #e1jjj1jjj1 9 ! case ( a m>ri$ individual fil+ a sep>ate return1 & 7,c7 #bjj1jjj1 9 ! case ( an e/ate or tru/1 plus 7#b7 #c p]c5t ( s mu* ( ! modifi$ adju/$ gross income ( ! taxpay] z exce$s-- 7,a7 #be1jjj1jjj1 9 ! case ( any taxpay] n describ$ 9 subp>agraph 7,b7 or 7,c71 7,b7 #ab1ejj1jjj1 9 ! case ( a m>ri$ individual fil+ a sep>ate return1 & 7,c7 #ejj1jjj1 9 ! case ( an e/ate or tru/4 7b7 ,modifi$ adju/$ gross income ,= purposes ( ?is section1 ! t]m modifi$ adju/$ gross income means adju/$ gross income r$uc$ by any d$uction 7n tak5 into acc\nt 9 det]m9+ adju/$ gross income7 all[$ = inve/m5t int]e/ 7z def9$ 9 section #afc7;d77 or bus9ess int]e/ 7z def9$ 9 section #afc7;j774 ,9 ! case ( an e/ate or tru/1 adju/$ gross income %all be det]m9$ z provid$ 9 section #fg7;e71 & r$uc$ by ! am\nt all[$ z a d$uction "u section #fdb7;c74 7c7 ,special rules 7#a7 ,nonresid5t ali5 ,9 ! case ( a nonresid5t ali5 individual 7o!r ?an an individual describ$ 9 section #hgf7;a7 or #hgg7;a771 only am\nts tak5 into acc\nt 9 connection ) ! tax impos$ "u section #hga7;b7 %all be tak5 into acc\nt "u ?is section4 7#b7 ,citiz5s & resid5ts liv+ abroad ,ea* doll> am\nt :i* is applicable to any taxpay] "u subsection 7a7 %all be decreas$ 7b n bel[ z]o7 by ! excess 7if any7 (-- 7,a7 ! am\nts exclud$ f ! taxpay]'s gross income "u section #iaa1 ov] 7,b7 ! am\nts ( any d$uctions or exclusions disall[$ "u section #iaa7;d77#f7 ) respect to ! am\nts describ$ 9 subp>agraph 7,a74 7#c7 ,*>itable tru/s ,subsection 7a7 %all n apply to a tru/ all ! unexpir$ int]e/s 9 :i* are devot$ to "o or m ( ! purposes describ$ 9 section #agj7;c77#b77;,b74 7#d7 ,n treat$ z tax impos$ by ?is *apt] = c]ta9 purposes ,! tax impos$ "u ?is section %all n be treat$ z tax impos$ by ?is *apt] = purposes ( det]m9+ ! am\nt ( any cr$it "u ?is *apt] 7o!r ?an sections #bg & #ija7 or = purposes ( section #ee4 7#e7 ,elect+ small bus9ess tru/s ,= purposes ( ! det]m9ation ( adju/$ gross income1 section #fda7;c77#a77;,a7 %all n apply & all portions ( any elect+ small bus9ess tru/ %all be treat$ z a s+le tru/4 7d7 ,regulations ,! ,secret>y %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations or o!r guidance to prev5t ! avoidance ( ! purposes ( ?is section4 4 7b7 ,coord9ation ) c]ta9 provisions 7#a7 ,int]e/ on c]ta9 def]r$ tax liability ,section #dec;,a7c7 is am5d$ by r$esignat+ p>agraph 7#f7 z p>agraph 7#g7 & by ins]t+ aft] p>agraph 7#e7 ! foll[+ new p>agraph3 7#f7 ,sur*>ge on high income individuals tak5 into acc\nt 9 det]m9+ maximum rate ( tax ,= purposes ( p>agraph 7#c77;,b71 ! maximum rate ( tax 9 effect "u section #a %all be treat$ z be+ equal to ! sum ( su* rate & ! rates 9 effect "u p>agraphs 7#a7 & 7#b7 ( section #a;,a7a74 4 7#b7 ,ali5 resid5ts ( ,pu]to ,rico1 ,guam1 ,am]ican ,samoa1 or ! ,nor!rn ,m>iana ,isl&s ,section #hgf7;a7 is am5d$ by /rik+ section #a & ins]t+ sections #a & #a;,a4 7#c7 ,expatriation to avoid tax ,section #hgg7;b7 is am5d$ by ins]t+ & section #a;,a aft] section #a or #ee4 7#d7 ,limitation on =eign tax cr$it 7,a7 ,section #ijd7;b77#c77;,e77i77,i7 is am5d$ by ins]t+ increas$ by ! sum ( ! rates set =? 9 p>agraphs 7#a7 & 7#b7 ( section #a;,a7a7 aft] 7:i*ev] applies74 7,b7 ,section #ijd7;d77#b77;,f7 is am5d$ by add+ at ! end ! foll[+3 ,= purposes ( ! fir/ s5t5ce ( ?is subp>agraph1 ! highe/ rate ( tax specifi$ 9 section #a %all be treat$ z be+ equal to ! sum ( su* rate & ! rates 9 effect "u p>agraphs 7#a7 & 7#b7 ( section #a;,a7a744 7#e7 ,election by individuals to be subject to tax at corporate rates ,section #ifb7;a77#a7 is am5d$ by ins]t+ 1 #a;,a1 aft] sections #a4 7#f7 ,int]e/ on c]ta9 tax def]ral ,section #abia7;c77#b7 is am5d$ by add+ at ! end ! foll[+3 ,= purposes ( ! prec$+ s5t5ce1 ! highe/ rate ( tax 9 effect "u section #a %all be treat$ z be+ equal to ! sum ( su* rate & ! rates 9 effect "u p>agraphs 7#a7 & 7#b7 ( section #a;,a7a744 7#g7 ,av]ag+ ( f>m income ,section #acja7;a7 is am5d$ by /rik+ section #a bo? places x appe>s & ins]t+ sections #a & #a;,a4 7#h7 ,title #aa cases ,section #acih7;c77#b7 is am5d$ by ins]t+ & tax %all be impos$ "u section #a;,a by treat+ ! e/ate z a m>ri$ individual fil+ a sep>ate return be=e ! p]iod at ! end4 7#i7 ,)hold+ ( tax on =eign p>tn]s' %>e ( effectively connect$ income ,section #addf7;b77#b7 is am5d$ by add+ at ! end ! foll[+ flu% s5t5ce3 ,= purposes ( subp>agraph 7,a71 ! highe/ rate ( tax 9 effect "u section #a %all be treat$ z be+ equal to ! sum ( su* rate & ! rates 9 effect "u p>agraphs 7#a7 & 7#b7 ( section #a;,a7a74 4 7#aj7 ,relief f jo9t & sev]al liability on jo9t return ,section #fjae7;d77#b77;,b7 is am5d$ by ins]t+ 1 #a;,a1 aft] section #a4 7#aa7 ,p>tn]%ip adju/m5ts 7,a7 ,section #fbbe7;b77#a7 is am5d$ by add+ at ! end ! foll[+ flu% s5t5ce3 ,= purposes ( subp>agraph 7,b71 ! highe/ rate ( tax 9 effect "u section #a %all be treat$ z be+ equal to ! sum ( su* rate & ! rates 9 effect "u p>agraphs 7#a7 & 7#b7 ( section #a;,a7a74 4 7,b7 ,section #fbbe7;c77#d77;,a7 is am5d$-- 7i7 by /rik+ subsection 7b77#a77;,a7 & ins]t+ subsection 7b77#a77;,b71 & 7ii7 by /rik+ or at ! end ( clause 7i71 by add+ or at ! end ( clause 7ii71 & by ins]t+ aft] clause 7ii7 ! foll[+ new clause3 7iii7 is n an individual subject to "o or bo? ( ! rates ( tax 9 effect "u p>agraphs 7#a7 & 7#b7 ( section #a;,a7a71 4 7#ab7 ,requir$ paym5ts = entities elect+ n to h requir$ taxable ye> ,section #geai7;b7 is am5d$ by ins]t+ & increas$ by ! sum ( ! rates 9 effect "u p>agraphs 7#a7 & 7#b7 ( section #a;,a7a7 be=e ! p]iod at ! end4 7c7 ,cl]ical am5dm5t ,! table ( sections = "p ,i ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #a ! foll[+ new item3 ,sec4 #a;,a4 ,sur*>ge on high income individuals4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #c ,modifications ( rules relat+ to retirem5t plans ,a ,limitations on high-income taxpay]s ) l>ge retirem5t acc\nt balances #achcja4 ,contribution limit = individual retirem5t plans ( high-income taxpay]s ) l>ge acc\nt balances 7a7 ,contribution limit 7#a7 ,9 g5]al ,subp>t ,a ( "p ,i ( sub*apt] ,d ( *apt] #a is am5d$ by add+ at ! end ! foll[+3 #dji;,b4 ,contribution limit on individual retirem5t plans ( high-income taxpay]s ) l>ge acc\nt balances 7a7 ,g5]al rule ,not)/&+ any o!r provision ( ?is title1 9 ! case ( an individual :o is an applicable taxpay] = any taxable ye>1 no annual additions = su* taxable ye> %all be made by1 or on behalf (1 su* individual to any individual retirem5t plan to ! ext5t su* annual additions exce$ ! excess 7if any7 (-- 7#a7 ! applicable doll> am\nt = su* taxable ye>1 ov] 7#b7 ! aggregate ve/$ balances to ! cr$it ( ! individual 7:e!r z a p>ticipant1 own]1 or b5efici>y7 9 all applicable retirem5t plans 7det]m9$ z ( ! close ( ! cal5d> ye> prec$+ ! cal5d> ye> 9 :i* su* taxable ye> beg9s74 7b7 ,def9itions & special rules ,= purposes ( ?is section-- 7#a7 ,annual addition 7,a7 ,9 g5]al ,except z provid$ 9 ?is p>agraph1 ! t]m annual addition means any contribution to an individual retirem5t plan4 7,b7 ,contributions to ,,sep & ,simple plans ,9 ! case ( any employ] or employee contributions by1 or on behalf (1 an individual to a simplifi$ employee p5sion "u section #djh7k7 or a simple retirem5t acc\nt "u section #djh7p7-- 7i7 su* contributions %all n be treat$ z annual additions = purposes ( apply+ ! limitation "u subsection 7a71 b 7ii7 ! excess describ$ 9 subsection 7a7 %all be r$uc$ by ! am\nt ( su* contributions 9 apply+ su* limitation to o!r annual additions ) respect to su* individual4 7,c7 ,rollov] contributions disreg>d$ ,a rollov] contribution "u section #djb7;c71 #djc7;a77#d71 #djc7;b77#h71 #djh7;d77#c71 or #deg7;e77#af7 %all n be treat$ z an annual addition4 7,d7 ,acc\nts acquir$ by dea? or divorce or sep>ation ,! acquisition ( an individual retirem5t plan 7or ! transf] to or contribution ( am\nts to an individual retirem5t plan7 by reason (-- 7i7 ! dea? ( ano!r individual1 or 7ii7 divorce or sep>ation 7pursuant to section #djh7;d77#f771 %all n be treat$ z an annual addition4 7#b7 ,applicable doll> am\nt ,! t]m applicable doll> am\nt means #aj1jjj1jjj4 7#c7 ,applicable retirem5t plan ,! t]m applicable retirem5t plan means-- 7,a7 a def9$ contribution plan to :i* section #dja7;a7 or #djc7;a7 applies1 7,b7 an annuity contract "u section #djc7;b71 7,c7 an eligible def]r$ comp5sation plan describ$ 9 section #deg7;b7 :i* is ma9ta9$ by an eligible employ] describ$ 9 section #deg7;e77#a77;,a71 or 7,d7 an individual retirem5t plan4 7#d7 ,applicable taxpay] 7,a7 ,9 g5]al ,! t]m applicable taxpay] means1 ) respect to any taxable ye>1 a taxpay] ^: modifi$ adju/$ gross income = su* taxable ye> exce$s ! am\nt det]m9$ "u subp>agraph 7,b74 7,b7 ,doll> limit ,! am\nt det]m9$ "u ?is subp>agraph = any taxable ye> is-- 7i7 #djj1jjj = an individual :o is a taxpay] n describ$ 9 clause 7ii7 or 7iii71 7ii7 #dbe1jjj 9 ! case ( an individual :o is a head ( h\sehold 7z def9$ 9 section #b7;b771 & 7iii7 #dej1jjj 9 ! case ( an individual :o is a m>ri$ individual fil+ a jo9t return or a surviv+ sp\se 7z def9$ 9 section #b7;a774 7,c7 ,modifi$ adju/$ gross income ,= purposes ( ?is p>agraph1 ! t]m modifi$ adju/$ gross income means adju/$ gross income det]m9$ )\t reg>d to sections #iaa1 #ica1 & #icc1 )\t reg>d to any d$uction = annual additions to individual retirem5t plans to :i* subsection 7a7 applies1 & )\t reg>d to any increase 9 m9imum requir$ di/ributions by reason ( section #digd7;e74 7#e7 ,adju/m5ts = inflation 7,a7 ,9 g5]al ,9 ! case ( any taxable ye> beg9n+ aft] #bjbi1 ! doll> am\nts 9 p>agraphs 7#b7 & 7#d77;,b7 %all be increas$ by an am\nt equal to ! product (-- 7i7 su* doll> am\nt1 & 7ii7 ! co/-(-liv+ adju/m5t "u section #a7;f77#c7 = ! cal5d> ye> 9 :i* su* taxable ye> beg9s1 det]m9$ by sub/itut+ cal5d> ye> #bjbh = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 7,b7 ,r\nd+ ,if any am\nt z adju/$ "u subp>agraph 7,a7 is n-- 7i7 9 ! case ( ! doll> am\nt "u p>agraph 7#b71 a multiple ( #bej1jjj1 su* am\nt %all be r\nd$ to ! next l[e/ multiple ( #bej1jjj4 7ii7 9 ! case ( a doll> am\nt "u p>agraph 7#d77;,b71 a multiple ( #a1jjj1 su* am\nt %all be r\nd$ to ! next l[e/ multiple ( #a1jjj4 7c7 ,regulations ,! ,secret>y %all prescribe su* regulations & guidance z are necess>y or appropriate to c>ry out ! purposes ( ?is section1 includ+ regulations or guidance t provide = ! application ( ?is section & section #digd7;e7 9 ! case ( plans ) a valuation date o!r ?an ! la/ day ( a cal5d> ye>4 4 7#b7 ,con=m+ am5dm5ts 7,a7 ,! table ( cont5ts = subp>t ,a ( "p ,i ( sub*apt] ,d ( *apt] #a is am5d$ by add+ aft] ! item relat+ to section #dji;,a ! foll[+ new item3 ,sec4 #dji;,b4 ,contribution limit on individual retirem5t plans ( high-income taxpay]s ) l>ge acc\nt balances4 4 7,b7 ,section #djh7r7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,= additional limitations on contributions to individual retirem5t plans ) l>ge acc\nt balances1 see sections #djh;,a7e77#c7 & #dji;,b4 4 7b7 ,excise tax on excess annual additions 7#a7 ,9 g5]al ,section #digc is am5d$ by add+ at ! end ! foll[+ new subsection3 7i7 ,special rule = individual retirem5t plans ) excess annual additions ,= purposes ( ?is section1 9 ! case ( individual retirem5t plans1 ! t]m excess contributions1 ) respect to any taxable ye>1 is increas$ by ! sum (-- 7#a7 ! excess ( ! annual additions 7)9 ! mean+ ( section #dji;,b7b77#a77 to su* plans ov] ! limitation "u section #dji;,b7a7 = su* taxable ye>1 r$uc$ by ! am\nt ( any excess contributions det]m9$ "u subsections 7b7 & 7f71 & 7#b7 ! less] (-- 7,a7 ! am\nt det]m9$ "u ?is subsection = ! prec$+ taxable ye> ) respect to su* plans1 r$uc$ by ! aggregate di/ributions f su* plans = ! taxable ye> 7includ+ di/ributions requir$ "u section #digd7;e77 to ! ext5t n contribut$ 9 a rollov] contribution to ano!r eligible retirem5t plan 9 accordance ) section #djb7;c71 #djc7;a77#d71 #djc7;b77#h71 #djh7;d77#c71 & #deg7;e77#af71 or 7,b7 ! am\nt 7if any7 by :i* ! am\nt det]m9$ "u section #dji;,b7a77#b7 = ! taxable ye> exce$s ! applicable doll> am\nt "u section #dji;,b7b77#b7 = ! taxable ye>4 4 7#b7 ,con=m+ am5dm5ts ,subsections 7b7 & 7f7 ( section #digc are ea* am5d$ by ins]t+ 1 except z fur!r provid$ 9 subsection 7i7 aft] ,= purposes ( ?is section4 7c7 ,report+ requirem5ts ,section #fjeg7;a7 is am5d$ by add+ at ! end ! foll[+3 7#c7 ,additional in=mation reg>d+ high acc\nt balances 7,a7 ,9 g5]al ,if1 z ( ! close ( any plan ye>1 #a or m p>ticipants or b5efici>ies 9 an applicable retirem5t plan 7z def9$ 9 section #dji;,b7b77#c7 )\t reg>d to subp>agraph 7,d7 !re(7 h a ve/$ acc\nt balance ( at lea/ #b1ejj1jjj1 ! plan adm9i/rator %all file a /atem5t ) ! ,secret>y1 )9 ! p]iod describ$ 9 p>agraph 7#a71 :i* includes-- 7i7 ! "n & id5tify+ numb] ( ea* su* p>ticipant 7)\t reg>d to :e!r su* p>ticipant has sep>at$ f employm5t7 or b5efici>ies1 7ii7 ! am\nt ( ! ve/$ acc\nt balance ( ea* su* p>ticipant or b5efici>y1 & 7iii7 a sep>ate acc\nt+ ( su* ve/$ acc\nt balances 9 designat$ ,ro? acc\nts 7)9 ! mean+ ( section #djb;,a7 & all o!r ve/$ acc\nt balances4 7,b7 ,inclusion 9 regi/ration /atem5t ,if bo? subp>agraph 7,a7 & p>agraph 7#a7 apply to a plan1 ! plan adm9i/rator %all include ! in=mation requir$ "u subp>agraph 7,a7 9 ! regi/ration /atem5t "u p>agraph 7#a7 r ?an file a /atem5t "u subp>agraph 7,a74 7,c7 ,adju/m5ts = inflation ,9 ! case ( any plan ye> beg9n+ aft] #bjbi1 ! #b1ejj1jjj am\nt "u subp>agraph 7,a7 %all be increas$ by an am\nt equal to ! product (-- 7i7 su* doll> am\nt1 & 7ii7 ! co/-(-liv+ adju/m5t "u section #a7;f77#c7 = ! cal5d> ye> 9 :i* su* taxable ye> beg9s1 det]m9$ by sub/itut+ cal5d> ye> #bjbh = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 ,if ! am\nt z adju/$ "u ! prec$+ s5t5ce is n a multiple ( #bej1jjj1 su* am\nt %all be r\nd$ to ! next l[e/ multiple ( #bej1jjj4 4 7d7 ,effective dates 7#a7 ,9 g5]al ,! am5dm5ts made by subsections 7a7 & 7b7 %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbh4 7#b7 ,plan requirem5ts ,! am5dm5ts made by subsection 7c7 %all apply to plan ye>s beg9n+ aft] ,decemb] #ca1 #bjbh4 #achcjb4 ,increase 9 m9imum requir$ di/ributions = high-income taxpay]s ) l>ge retirem5t acc\nt balances 7a7 ,9 g5]al ,section #digd is am5d$ by add+ at ! end ! foll[+3 7e7 ,increase 9 m9imum requir$ di/ributions = high-income taxpay]s ) l>ge aggregate acc\nt balances 7#a7 ,9 g5]al ,if ?is subsection applies to a payee :o is an applicable taxpay] 7z def9$ 9 section #dji;,b7b77#d77 = a taxable ye>-- 7,a7 all qualifi$ retirem5t plans & eligible def]r$ comp5sation plans ( ! payee :i* are applicable retirem5t plans tak5 into acc\nt 9 comput+ ! excess describ$ 9 p>agraph 7#c77;,a7 %all be treat$ z #a plan solely = purposes ( apply+ ?is section to ! increase 9 m9imum requir$ di/ributions = su* taxable ye> det]m9$ "u subp>agraph 7,b71 & 7,b7 ! m9imum requir$ di/ributions "u ?is section = all plans treat$ z #a plan "u subp>agraph 7,a7 ) respect to su* payee = su* taxable ye> %all be increas$ by ! excess 7if any7 (-- 7i7 ! sum (-- 7,i7 if p>agraph 7#b7 applies to su* taxable ye>1 ! applicable ,ro? excess am\nt1 plus 7,,ii7 #ej p]c5t ( ! excess det]m9$ "u p>agraph 7#c77;,a71 r$uc$ by ! applicable ,ro? excess am\nt1 ov] 7ii7 ! sum ( ! m9imum requir$ di/ributions 7det]m9$ )\t reg>d to ?is subsection7 = all su* plans4 7#b7 ,applicable ,ro? excess am\nt 7,a7 ,application ,= purposes ( p>agraph 7#a77;,b77i71 ?is p>agraph applies to a taxable ye> ( a payee if ! aggregate ve/$ balances to ! cr$it ( ! payee 7:e!r z a p>ticipant1 own]1 or b5efici>y7 9 all applicable retirem5t plans 7det]m9$ z ( ! close ( ! cal5d> ye> prec$+ ! cal5d> ye> 9 :i* ! taxable ye> beg9s7 exce$ #bjj p]c5t ( ! applicable doll> am\nt = ! cal5d> ye> 9 :i* ! taxable ye> beg9s4 7,b7 ,applicable ,ro? excess am\nt ,! applicable ,ro? excess am\nt = any taxable ye> to :i* ?is p>agraph applies is an am\nt equal to ! less] (-- 7i7 ! excess det]m9$ "u subp>agraph 7,a71 or 7ii7 ! aggregate balances to ! cr$it ( ! payee 7:e!r z a p>ticipant1 own]1 or b5efici>y7 9 all ,ro? ,i,r,as & designat$ ,ro? acc\nts 7)9 ! mean+ ( section #djb;,a7 z ( ! "t describ$ 9 subp>agraph 7,a74 7#c7 ,application ,?is subsection %all apply to a payee = a taxable ye>-- 7,a7 if ! aggregate ve/$ balances to ! cr$it ( ! payee 7:e!r z a p>ticipant1 own]1 or b5efici>y7 9 all applicable retirem5t plans 7det]m9$ z ( ! close ( ! cal5d> ye> prec$+ ! cal5d> ye> 9 :i* ! taxable ye> beg9s7 exce$ ! applicable doll> am\nt = ! cal5d> ye> 9 :i* ! taxable ye> beg9s1 & 7,b7 )\t reg>d to :e!r am\nts ) respect to ! payee are o!rwise requir$ to be di/ribut$ "u section #dja7;a77#i71 #djc7;b77#aj71 #djh7;a77#f71 #djh7;b77#c71 or #deg7;d77#b74 7#d7 ,coord9ation & allocation 7,a7 ,m9imum di/ribution requirem5ts ,if ?is subsection applies to a payee = any taxable ye>-- 7i7 ?is section %all apply fir/ to m9imum requir$ di/ributions det]m9$ )\t reg>d to ?is subsection & !n to any increase 9 m9imum requir$ di/ributions by reason ( ?is subsection1 & 7ii7 no?+ 9 ?is subsection %all be con/ru$ to affect ! am\nt ( any m9imum requir$ di/ribution det]m9$ )\t reg>d to ?is subsection or ! plan or plans f :i* x is requir$ to be di/ribut$4 7,b7 ,allocation ( increase 9 m9imum requir$ di/ributions 7i7 ,9 g5]al ,except z provid$ 9 clauses 7ii7 & 7iii71 ! taxpay] may1 9 su* =m & mann] z ! ,secret>y may prescribe1 allocate any increase 9 m9imum requir$ di/ributions by reason ( ?is subsection to applicable retirem5t plans treat$ z #a plan "u subp>agraph 7,a7 9 su* mann] z ! taxpay] *ooses4 7ii7 ,allocation to ,ro? ,i,r,as & acc\nts ,9 ! case ( a taxable ye> to :i* p>agraph 7#b7 applies1 ! portion ( any increase 9 m9imum requir$ di/ributions by reason ( ?is subsection equal to ! applicable ,ro? excess am\nt %all be allocat$ fir/ to ,ro? ,i,r,as & !n to designat$ ,ro? acc\nts 7)9 ! mean+ ( section #djb;,a7 ( ! payee4 7iii7 ,special rules = employee /ock own]%ip plans 7,i7 ,9 g5]al ,9 ! case ( a payee to :i* ?is subsection applies = any taxable ye> :o has acc\nt balances 9 #a or m employee /ock own]%ip plans 7z def9$ 9 section #dige7;e77#g77 any portion ( :i* is inve/$ 9 employ] securities :i* are n readily tradable on an e/abli%$ securities m>ket1 ! increase 9 m9imum requir$ di/ributions by reason ( ?is subsection %all n be allocat$ to any su* portion4 7,,ii7 ,exception = am\nts attributable to rollov] ,subclause 7,i7 %all n apply to s mu* ( any acc\nt balance z is attributable to a rollov] contribution aft] ! date ( ! enactm5t ( ?is subsection to ! acc\nt 9 accordance ) section #djb7;c71 #djc7;a77#d71 #djc7;b77#h71 #djh7;d77#c71 or #deg7;e77#af74 7#e7 ,di/ributions n eligible = rollov]s ,= purposes ( det]m9+ :e!r a di/ribution is an eligible rollov] di/ribution1 any di/ribution f an applicable retirem5t plan :i* is attributable to any increase 9 m9imum requir$ di/ributions by reason ( ?is subsection %all be treat$ z a di/ribution requir$ "u section #dja7;a77#i71 #djc7;b77#aj71 #djh7;a77#f71 #djh7;b77#c71 or #deg7;d77#b71 :i*ev] is applicable4 7#f7 ,ro? di/ributions treat$ z qualifi$ di/ributions ,9 ! case ( any di/ribution f a ,ro? ,,ira1 or designat$ ,ro? acc\nt 7)9 ! mean+ ( section #djb;,a71 ( ! payee by reason ( ! allocation ( an increase 9 m9imum requir$ di/ributions "u ?is subsection1 su* di/ribution %all be treat$ z a qualifi$ di/ribution "u section #djh;,a7d77#b7 or #djb;,a7d77#b71 z ! case may be4 7#g7 ,def9itions ,= purposes ( ?is subsection1 any t]m us$ 9 ?is subsection :i* is also us$ 9 section #dji;,b %all h ! same mean+ z :5 su* t]m is us$ 9 su* section4 4 7b7 ,special rules 7#a7 ,di/ribution rights 7,a7 ,qualifi$ tru/s 7i7 ,9 g5]al ,section #dja7;a7 is am5d$ by ins]t+ aft] p>agraph 7#ch7 ! foll[+ new p>agraph3 7#ci7 ,imm$iate di/ribution "r ,a tru/ =m+ "p ( a def9$ contribution plan %all n con/itute a qualifi$ tru/ "u ?is section unless an employee :o c]tifies to ! plan t ! employee is a taxpay] :o is subject to ! di/ribution requirem5ts ( section #digd7;e7 may elect to receive a di/ribution f ! employee's acc\nt balance "u ! plan 9 su* am\nt z ! employee may elect1 includ+ any am\nts attributable to a qualifi$ ca% or def]r$ arrangem5t 7z def9$ 9 subsection 7k77#b774 ,! prec$+ s5t5ce %all n apply 9 ! case ( any portion ( an acc\nt balance to :i* section #digd7;e77#d77;,b77iii77,i7 applies4 4 7ii7 ,application to employee's annuities ,section #djd7;a77#b7 is am5d$ by /rik+ & 7#cg7 & ins]t+ 7#cg71 & 7#ci74 7,b7 ,annuity contracts 7i7 ,cu/odial acc\nts ,section #djc7;b77#g77;,a7 is am5d$ by add+ at ! end ! foll[+ new flu% s5t5ce3 ,not)/&+ clause 7i71 ! cu/odial acc\nt %all p]mit an employee :o c]tifies t ! employee is a taxpay] :o is subject to ! di/ribution requirem5ts ( section #digd7;e7 to elect to receive a di/ribution f ! employee's cu/odial acc\nt 9 su* am\nt z ! employee may elect4 4 7ii7 ,annuity contracts ,section #djc7;b77#aa7 is am5d$ by add+ at ! end ! foll[+ new s5t5ce3 ,not)/&+ subp>agraphs 7,a71 7,b71 7,c71 & 7,d71 ! annuity contract %all p]mit an employee :o c]tifies t ! employee is a taxpay] :o is subject to ! di/ribution requirem5ts ( section #digd7;e7 to elect to receive a di/ribution ( contributions made pursuant to a sal>y r$uction agreem5t 7)9 ! mean+ ( section #djb7;g77#c77 f ! employee's annuity contract 9 su* am\nt z ! employee may elect4 7,c7 ,gov]nm5tal plans ,section #deg7;d77#a7 is am5d$ by add+ at ! end ! foll[+ new flu% s5t5ce3 ,not)/&+ subp>agraph 7,a71 an eligible def]r$ comp5sation plan ( an employ] describ$ 9 subsection 7e77#a77;,a7 %all p]mit a p>ticipant or b5efici>y :o c]tifies t ! p>ticipant or b5efici>y is a taxpay] :o is subject to ! di/ribution requirem5ts ( section #digd7;e7 to elect to receive a di/ribution f ! plan 9 su* am\nt z ! p>ticipant or b5efici>y may elect4 4 7#b7 ,exception f #aj p]c5t additional tax on e>ly di/ributions ,section #gb7t77#b7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,i7 ,di/ributions ( excess balances ,di/ributions f an applicable retirem5t plan 7)9 ! mean+ ( section #dji;,b77 to ! ext5t su* di/ributions = ! taxable ye> d n exce$ ! am\nt requir$ to be di/ribut$ f su* plan "u section #digd7;e74 4 7#c7 ,)hold+ ,section #cdje7;b7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,additional )hold+ = requir$ di/ributions f high balance retirem5t acc\nts 7,a7 ,9 g5]al ,= purposes ( ?is section1 a di/ribution pursuant to section #dja7;a77#ci71 ! la/ s5t5ce ( section #djc7;b77#g77;,a71 ! la/ s5t5ce ( section #djc7;b77#aa71 & ! la/ s5t5ce ( section #deg7;d77#a7 %all be treat$ z a nonp]iodic di/ribution1 except t 9 apply+ ?is subsection to su* di/ribution-- 7i7 p>agraph 7#a7 %all be appli$ by sub/itut+ #ce p]c5t = #aj p]c5t1 & 7ii7 no election may be made "u p>agraph 7#b7 ) respect to su* di/ribution4 7,b7 ,exception ,subp>agraph 7,a7 %all n apply to any qualifi$ di/ribution f a designat$ ,ro? acc\nt 7)9 ! mean+ ( section #djb;,a74 4 7c7 ,effective dates 7#a7 ,9 g5]al ,! am5dm5ts made by subsection 7a7 %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbh4 7#b7 ,plan requirem5ts ,! am5dm5ts made by subsection 7b7 %all apply to plan ye>s beg9n+ aft] ,decemb] #ca1 #bjbh4 ,b ,o!r provisions relat+ to individual retirem5t plans #achcaa4 ,tax treatm5t ( rollov]s to ,ro? ,i,r,as & acc\nts 7a7 ,rollov]s & conv]sions limit$ to taxable am\nts 7#a7 ,ro? ,i,r,as 7,a7 ,9 g5]al ,p>agraph 7#a7 ( section #djh;,a7e7 is am5d$ by add+ at ! end ! foll[+ new s5t5ce3 ,a qualifi$ rollov] contribution %all n include any rollov] contribution f any eligible retirem5t plan describ$ 9 subp>agraph 7,b7 7o!r ?an f a designat$ ,ro? acc\nt 7)9 ! mean+ ( section #djb;,a77 if any portion ( ! di/ribution f :i* su* contribution is made w\ld 7)\t reg>d to su* contribution7 be treat$ z n includible 9 gross income4 7,b7 ,conv]sions ,subp>agraph 7,c7 ( section #djh;,a7d77#c7 is am5d$ by add+ at ! end ! foll[+ new s5t5ce3 ,?is subp>agraph %all n apply if any portion ( ! plan be+ conv]t$ w\ld be treat$ z n includible 9 gross income if di/ribut$ at ! "t ( ! conv]sion4 7#b7 ,designat$ ,ro? acc\nts ,section #djb;,a7c77#d77;,b7 is am5d$ by ins]t+ 1 det]m9$ aft] ! application ( ! la/ s5t5ce ( p>agraph 7#a7 !re( aft] section #djh;,a7e74 7#c7 ,effective date ,! am5dm5ts made by ?is subsection %all apply to di/ributions1 transf]s1 & contributions made aft] ,decemb] #ca1 #bjba4 7b7 ,no rollov]s or conv]sions = high-income taxpay]s 7#a7 ,ro? ,i,r,as 7,a7 ,qualifi$ rollov] contribution ,section #djh;,a7e71 z am5d$ by subsection 7a71 is am5d$ by add+ at ! end ! foll[+3 7#c7 ,high-income taxpay]s may only rollov] f ,ro? ,i,r,as & acc\nts ,if-- 7,a7 a taxpay] is an applicable taxpay] 7z def9$ 9 section #dji;,b7b77#d77 = ! taxable ye> 9 :i* a di/ribution is made1 & 7,b7 su* di/ribution is contribut$ to a ,ro? ,,ira 9 a rollov] contribution1 su* contribution %all be treat$ z a qualifi$ rollov] contribution "u p>agraph 7#a7 only if x is made f ano!r ,ro? ,,ira or f a designat$ ,ro? acc\nt 7)9 ! mean+ ( section #djb;,a74 4 7,b7 ,elim9ation ( conv]sions ,p>agraph 7#c7 ( section #djh;,a7d71 z am5d$ by subsection 7a71 is am5d$ by add+ at ! end ! foll[+3 7,g7 ,p>agraph n to apply to high-income taxpay]s ,if a taxpay] is an applicable taxpay] 7z def9$ 9 section #dji;,b7b77#d77 = any taxable ye>1 ?is p>agraph %all n apply to any di/ribution to :i* ?is p>agraph o!rwise applies 7or to any conv]sion describ$ 9 subp>agraph 7,c77 :i* is made dur+ su* taxable ye>4 4 7#b7 ,designat$ ,ro? acc\nts ,p>agraph 7#d7 ( section #djb;,a7c7 is am5d$ by add+ at ! end ! foll[+3 7,f7 ,p>agraph n to apply to high-income taxpay]s ,if a taxpay] is an applicable taxpay] 7z def9$ 9 section #dji;,b7b77#d77 = any taxable ye>1 ?is p>agraph %all n apply to any di/ribution to :i* ?is p>agraph o!rwise applies & :i* is made dur+ su* taxable ye>4 4 7#c7 ,con=m+ am5dm5t ,section #dji;,b7b77#d77;,c71 z add$ by ?is ,act1 is am5d$-- 7,a7 by /rik+ & )\t reg>d to & ins]t+ )\t reg>d to1 & 7,b7 by ins]t+ be=e ! p]iod at ! end ! foll[+3 1 & )\t reg>d to ! inclusion 9 gross income ( any conv]t$ or contribut$ am\nt describ$ 9 section #djh;,a7e77#c71 #djh;,a7d77#c77;,g71 or #djb;,a7c77#d77;,f744 7#d7 ,effective date ,! am5dm5ts made by ?is subsection %all apply to di/ributions1 transf]s1 & contributions made 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjca4 #achcab4 ,/atute ( limitations ) respect to ,,ira noncompliance 7a7 ,9 g5]al ,subsection 7c7 ( section #feja is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#ac7 ,noncompliance relat+ to an individual retirem5t plan 7,a7 ,misreport+ ,9 ! case ( any sub/antial error 7willful or o!rwise7 9 ! report+ on a return ( any in=mation relat+ to ! valuation ( inve/m5t assets ) respect to an individual retirem5t plan1 ! "t = assessm5t ( any tax impos$ by ?is title ) respect to su* plan %all n expire be=e ! date :i* is #f ye>s aft] ! return conta9+ su* error 0 fil$ 7:e!r or n su* return 0 fil$ on or aft] ! date prescrib$74 7,b7 ,prohibit$ transactions ,! "t = assessm5t ( any tax impos$ by section #dige %all n expire be=e ! date :i* is #f ye>s aft] ! return 0 fil$ 7:e!r or n su* return 0 fil$ on or aft] ! date prescrib$74 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxes ) respect to :i* ! #c-ye> p]iod "u section #feja7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7)\t reg>d to ! am5dm5t made by ?is section7 ends aft] ,decemb] #ca1 #bjba4 #achcac4 ,,ira own]s treat$ z disqualifi$ p]sons = purposes ( prohibit$ transaction rules 7a7 ,9 g5]al ,p>agraph 7#b7 ( section #dige7;e7 is am5d$-- 7#a7 by /rik+ or at ! end ( subp>agraph 7,h71 7#b7 by /rik+ ! p]iod at ! end ( subp>agraph 7,i7 & ins]t+ 2 or1 7#c7 by ins]t+ aft] subp>agraph 7,i7 ! foll[+ new subp>agraph3 7,j7 ! individual = ^: b5efit a plan describ$ 9 subp>agraph 7,b7 or 7,c7 ( p>agraph 7#a7 is ma9ta9$4 1 7#d7 by /rik+ or 7,e7 bo? places x appe>s 9 subp>agraphs 7,f7 & 7,g7 & ins]t+ 7,e71 or 7,j7 79 ! case ( a plan describ$ 9 subp>agraph 7,b7 or 7,c7 ( p>agraph 7#a771 7#e7 by /rik+ or 7,g7 9 subp>agraph 7,i7 & ins]t+ 7,g71 or 7,j7 79 ! case ( a plan describ$ 9 subp>agraph 7,b7 or 7,c7 ( p>agraph 7#a771 & 7#f7 by add+ at ! end ! foll[+3 ,= purposes ( subp>agraphs 7,g7 & 7,i71 any asset or int]e/ held by a plan describ$ 9 subp>agraph 7,b7 or 7,c7 ( p>agraph 7#a7 %all be treat$ z own$ by ! individual describ$ 9 subp>agraph 7,j7 ) respect to su* plan44 7b7 ,con=m+ am5dm5t ,subp>agraph 7,a7 ( section #djh7;e77#b7 is am5d$ to read z foll[s3 7,a7 ,employee engag+ 9 prohibit$ transaction ,if1 dur+ any taxable ye> ( ! individual = ^: b5efit any individual retirem5t acc\nt is ma9ta9$1 t individual engages 9 any transaction prohibit$ by section #dige ) respect to su* acc\nt1 su* acc\nt ceases to be an individual retirem5t acc\nt z ( ! fir/ day ( su* taxable ye>4 ,= purposes ( ?is p>agraph1 ! sep>ate acc\nt = ! b5efit ( any individual )9 an individual retirem5t acc\nt ma9ta9$ by an employ] or association ( employees is treat$ z a sep>ate individual retirem5t acc\nt4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to transactions occurr+ aft] ,decemb] #ca1 #bjba4 #d ,fund+ ! ,int]nal ,rev5ue ,s]vice & ,improv+ ,taxpay] ,compliance #achdja4 ,enhancem5t ( ,int]nal ,rev5ue ,s]vice res\rces 7a7 ,appropriations 7#a7 ,9 g5]al ,! foll[+ sums are appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 = ! fiscal ye> end+ ,septemb] #cj1 #bjbb3 7,a7 ,int]nal ,rev5ue ,s]vice 7i7 ,9 g5]al 7,i7 ,taxpay] s]vices ,= necess>y exp5ses ( ! ,int]nal ,rev5ue ,s]vice to provide taxpay] s]vices1 includ+ pre-fil+ assi/ance & education1 fil+ & acc\nt s]vices1 taxpay] advocacy s]vices1 & o!r s]vices z au?oriz$ by #e ,u4,s4,c4 #caji1 at su* rates z may be det]m9$ by ! ,commission]1 #a1ica1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjca3 ,provid$1 ,t ^! am\nts %all be 9 addition to am\nts o!rwise available = su* purposes4 7,,ii7 ,en=cem5t ,= necess>y exp5ses = tax en=cem5t activities ( ! ,int]nal ,rev5ue ,s]vice to det]m9e & collect ow$ taxes1 to provide legal & litigation support1 to conduct crim9al inve/igations 7includ+ inve/igative te*nology71 to provide digital asset monitor+ & compliance activities1 to en=ce crim9al /atutes relat$ to violations ( int]nal rev5ue laws & o!r f9ancial crimes1 to pur*ase & hire pass5g] motor vehicles 7#ca ,u4,s4,c4 #acdc7;b771 & to provide o!r s]vices z au?oriz$ by #e ,u4,s4,c4 #caji1 at su* rates z may be det]m9$ by ! ,commission]1 #dd1hhg1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjca3 ,provid$1 ,t ^! am\nts %all be 9 addition to am\nts o!rwise available = su* purposes4 7,,iii7 ,op]ations support ,= necess>y exp5ses ( ! ,int]nal ,rev5ue ,s]vice to support taxpay] s]vices & en=cem5t programs1 includ+ r5t paym5ts2 facilities s]vices2 pr9t+2 po/age2 physical security2 headqu>t]s & o!r ,,irs-wide adm9i/ration activities2 rese>* & /ati/ics ( income2 telecommunications2 in=mation te*nology developm5t1 enhancem5t1 op]ations1 ma9t5ance1 & security2 ! hire ( pass5g] motor vehicles 7#ca ,u4,s4,c4 #acdc7;b772 ! op]ations ( ! ,int]nal ,rev5ue ,s]vice ,ov]sight ,bo>d2 & o!r s]vices z au?oriz$ by #e ,u4,s4,c4 #caji1 at su* rates z may be det]m9$ by ! ,commission]1 #bg1cgf1cjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca3 ,provid$1 ,t ^! am\nts %all be 9 addition to am\nts o!rwise available = su* purposes4 7,,iv7 ,bus9ess sy/ems mod]nization ,= necess>y exp5ses ( ! ,int]nal ,rev5ue ,s]vice's bus9ess sy/ems mod]nization program1 includ+ developm5t ( callback te*nology & o!r te*nology to provide a m p]sonaliz$ cu/om] s]vice b n includ+ ! op]ation & ma9t5ance ( legacy sy/ems1 #d1gej1gjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca3 ,provid$1 ,t ^! am\nts %all be 9 addition to am\nts o!rwise available = su* purposes4 7ii7 ,task ,=ce to design an ,,irs-run free ,direct e,file tax return sy/em ,= necess>y exp5ses ( ! ,int]nal ,rev5ue ,s]vice to deliv] to ,congress1 )9 n9e mon?s foll[+ ! date ( ! enactm5t ( ?is ,act1 a report on 7,i7 ! co/ 7includ+ options = diff]5tial cov]age bas$ on taxpay] adju/$ gross income & return complexity7 ( develop+ & runn+ a free direct efile tax return sy/em1 includ+ co/s to build & adm9i/] ea* release1 ) a focus on multi-l+ual & mobile-fri5dly features & safegu>ds = taxpay] data2 7,,ii7 taxpay] op9ions1 expectations1 & level ( tru/1 bas$ on surveys1 = su* a free direct efile sy/em2 & 7,,iii7 ! op9ions ( an indep5d5t ?ird-p>ty on ! ov]all feasibility1 approa*1 s*$ule1 co/1 organizational design1 & ,int]nal ,rev5ue ,s]vice capacity to deliv] su* a direct efile tax return sy/em1 #ae1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbb3 ,provid$1 ,t ^! am\nts %all be 9 addition to am\nts o!rwise available = su* purposes4 7,b7 ,treasury ,inspector ,g5]al = ,tax ,adm9i/ration ,= necess>y exp5ses ( ! ,treasury ,inspector ,g5]al = ,tax ,adm9i/ration 9 c>ry+ out ! ,inspector ,g5]al ,act ( #aigh1 z am5d$1 includ+ pur*ase & hire ( pass5g] motor vehicles 7#ca ,u4,s4,c4 #acdc7;b772 & s]vices au?oriz$ by #e ,u4,s4,c4 #caji1 at su* rates z may be det]m9$ by ! ,inspector ,g5]al = ,tax ,adm9i/ration1 #djc1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca3 ,provid$1 ,t ^! am\nts %all be 9 addition to am\nts o!rwise available = su* purposes4 7,c7 ,(fice ( ,tax ,policy ,= necess>y exp5ses ( ! ,(fice ( ,tax ,policy ( ! ,dep>tm5t ( ! ,treasury to c>ry out functions relat$ to promulgat+ regulations "u ! ,int]nal ,rev5ue ,code ( #aihf1 #ajd1ecc1hjc1 to rema9 available until ,septemb] #cj1 #bjca3 ,provid$1 ,t ^! am\nts %all be 9 addition to am\nts o!rwise available = su* purposes4 7,d7 ,unit$ ,/ates ,tax ,c\rt ,= necess>y exp5ses ( ! ,unit$ ,/ates ,tax ,c\rt1 includ+ contract report+ & o!r s]vices z au?oriz$ by #e ,u4,s4,c4 #caji2 #aec1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca3 ,provid$1 ,t ^! am\nts %all be 9 addition to am\nts o!rwise available = su* purposes4 7#b7 ,multi-ye> op]ational plan 7,a7 ,9 g5]al ,n lat] ?an #f mon?s aft] ! date ( ! enactm5t ( ?is ,act1 ! ,commission] ( ,int]nal ,rev5ue %all submit to ,congress a plan detail+ h[ ! funds appropriat$ "u p>agraph 7#a77;,a77i7 w be sp5t ov] ! t5-ye> p]iod end+ ) fiscal ye> #bjca4 7,b7 ,qu>t]ly updates 7i7 ,9 g5]al ,n lat] ?an ! la/ day ( ea* cal5d> qu>t] beg9n+ dur+ ! applicable p]iod1 ! ,commission] ( ,int]nal ,rev5ue %all submit to ,congress a report on ! plan e/abli%$ "u subp>agraph 7,a71 includ+-- 7,i7 any updates to ! plan2 7,,ii7 progress made 9 implem5t+ ! plan2 & 7,,iii7 any *anges 9 circum/ances or *all5ges 9 implem5t+ ! plan4 7ii7 ,applicable p]iod ,= purposes ( clause 7i71 ! applicable p]iod is ! p]iod beg9n+ #a ye> aft] ! date ! report "u subp>agraph 7,a7 is due & end+ on ,septemb] #cj1 #bjca4 7,c7 ,r$uction 9 appropriation 7i7 ,9 g5]al ,9 ! case ( any failure to submit a plan requir$ "u subp>agraph 7,a7 or a report requir$ "u subp>agraph 7,b7 by ! requir$ date1 ! am\nts made available "u p>agraph 7#a77;,a77i7 %all be r$uc$ by #ajj1jjj = ea* day aft] su* requir$ date t report has n be5 submitt$ to ,congress4 7ii7 ,requir$ date ,= purposes ( clause 7i71 ! requir$ date is ! date t is #fj days aft] ! date ! plan or report is requir$ to be submitt$ "u subp>agraph 7,a7 or 7,b71 z ! case may be4 7#c7 ,no tax increases on c]ta9 taxpay]s ,no?+ 9 ?is subsection is int5d$ to increase taxes on any taxpay] ) a taxable income bel[ #djj1jjj4 7b7 ,p]sonnel flexibilities ,! ,secret>y ( ! ,treasury 7or ! ,secret>y's delegate7 may use ! funds made available "u subsection 7a77#a77;,a71 subject to su* policies z ! ,secret>y 7or ! ,secret>y's delegate7 may e/abli%1 to take su* p]sonnel actions z ! ,secret>y 7or ! ,secret>y's delegate7 det]m9es necess>y to adm9i/] ! ,int]nal ,rev5ue ,code ( #aihf1 includ+-- 7#a7 utiliz+ direct hire au?ority to recruit & appo9t qualifi$ applicants1 )\t reg>d to any notice or pref]5ce requirem5ts1 directly to positions 9 ! competitive s]vice2 7#b7 9 addition to ! au?ority "u section #ghab7a7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 appo9t+ n m ?an #bjj individuals to positions 9 ! ,int]nal ,rev5ue ,s]vice "u /reaml9$ critical pay au?ority1 except t-- 7,a7 ! au?ority to (f] /reaml9$ critical pay "u ?is p>agraph %all expire on ,septemb] #cj1 #bjca2 & 7,b7 ! positions = :i* /reaml9$ critical pay is au?oriz$ "u ?is p>agraph may include positions critical to ! purposes describ$ 9 subclauses 7,i71 7,,ii71 & 7,,iii7 ( subsection 7a77#a77;,a77i72 & 7#c7 appo9t+1 )\t approval ( ! ,(fice ( ,p]sonnel ,managem5t1 n m ?an #cjj individuals to critical pay positions 9 ! ,int]nal ,rev5ue ,s]vice = :i*-- 7,a7 ! rate ( basic pay may n exce$ ! sal>y set 9 accordance ) section #ajd ( title #c1 ,unit$ ,/ates ,code2 & 7,b7 ! total annual comp5sation paid to an employee 9 su* a position1 includ+ all[ances1 diff]5tials1 bonuses1 aw>ds1 & simil> ca% paym5ts1 may n exce$ ! maximum am\nt ( total annual comp5sation payable at ! sal>y set 9 accordance ) section #ajd ( title #c1 ,unit$ ,/ates ,code4 #achdjb4 ,application ( backup )hold+ ) respect to ?ird p>ty network transactions 7a7 ,9 g5]al ,section #cdjf7;b7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,o!r reportable paym5ts include paym5ts 9 settlem5t ( ?ird p>ty network transactions only :]e aggregate = cal5d> ye> is #fjj or m ,any paym5t 9 settlem5t ( a ?ird p>ty network transaction requir$ to be %[n on a return requir$ "u section #fjej,w :i* is made dur+ any cal5d> ye> %all be treat$ z a reportable paym5t only if-- 7,a7 ! aggregate am\nt ( su* paym5t & all previ\s su* paym5ts made by ! ?ird p>ty settlem5t organization to ! p>ticipat+ payee dur+ su* cal5d> ye> equals or exce$s #fjj1 or 7,b7 ! ?ird p>ty settlem5t organization 0 requir$ "u section #fjej,w to file a return = ! prec$+ cal5d> ye> ) respect to paym5ts to ! p>ticipat+ payee4 4 7b7 ,con=m+ am5dm5t ,section #fjej,w7e7 is am5d$ by ins]t+ equal or be=e exce$ #fjj4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to cal5d> ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7d7 ,transitional rule = #bjbb ,9 ! case ( paym5ts made dur+ cal5d> ye> #bjbb1 section #cdjf7;b77#h77;,a7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is section7 %all be appli$ by ins]t+ & ! aggregate numb] ( ?ird p>ty network transactions settl$ by ! ?ird p>ty settlem5t organization ) respect to ! p>ticipat+ payee dur+ su* cal5d> ye> exce$s #bjj be=e ! comma at ! end4 #achdjc4 ,modification ( proc$ural requirem5ts relat+ to assessm5t ( p5alties 7a7 ,repeal ( approval requirem5t ,section #fgea is am5d$ by /rik+ subsection 7b74 7b7 ,qu>t]ly c]tifications ( compliance ) proc$ural requirem5ts ,section #fgea1 z am5d$ by subsection 7a7 ( ?is section1 is am5d$ by ins]t+ aft] subsection 7a7 ! foll[+ new subsection3 7b7 ,qu>t]ly c]tifications ( compliance ,ea* appropriate sup]visor ( employees ( ! ,int]nal ,rev5ue ,s]vice %all c]tify qu>t]ly by lett] to ! ,commission] ( ,int]nal ,rev5ue :e!r or n ! requirem5ts ( subsection 7a7 & adm9i/rative policies int5d$ to ensure volunt>y compliance h be5 met ) respect to notices ( p5alty issu$ by su* employees4 4 7c7 ,effective dates 7#a7 ,repeal ( approval requirem5t ,! am5dm5t made by subsection 7a7 %all take effect z if includ$ 9 section #ccjf ( ! ,int]nal ,rev5ue ,s]vice ,re/ructur+ & ,re=m ,act ( #aiih4 7#b7 ,qu>t]ly c]tifications ( compliance ) proc$ural requirem5ts ,! am5dm5t made by subsection 7b7 %all apply to notices ( p5alty issu$ aft] ! date ( ! enactm5t ( ?is ,act4 #e ,o!r provisions #acheja4 ,modifications to limitation on d$uction ( excessive employee remun]ation 7a7 ,9 g5]al ,section #afb7m7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,special rules relat$ to limitation on d$uction ( excessive employee remun]ation 7,a7 ,aggregation rule ,a rule simil> to ! rule ( p>agraph 7#f77;,c77ii7 %all apply = purposes ( p>agraph 7#a74 7,b7 ,regulations ,! ,secret>y %all prescribe su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( p>agraph 7#a71 includ+ regulations or o!r guidance to prev5t ! avoidance ( su* purposes1 includ+ ?r\gh ! p]=mance ( s]vices o!r ?an z an employee or by provid+ comp5sation ?r\gh a pass-?r\gh or o!r entity4 4 7b7 ,applicable employee remun]ation ,section #afb7m77#d77;,a7 is am5d$-- 7#a7 by ins]t+ 7includ+ p]=mance-bas$ comp5sation1 commissions1 po/-t]m9ation comp5sation1 & b5efici>y paym5ts7 aft] remun]ation = s]vices1 & 7#b7 by ins]t+ & :e!r or n su* remun]ation is paid directly by ! publicly held corporation aft] :e!r or n dur+ ! taxable ye>4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achejb4 ,ext5sion ( tax to fund ,black ,lung ,disability ,tru/ ,fund 7a7 ,9 g5]al ,section #daba7;e77#b77;,a7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjbe4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to sales aft] ,decemb] #ca1 #bjba4 #achejc4 ,prohibit$ transactions relat+ to hold+ ,,disc or ,,fsc 9 individual retirem5t acc\nt 7a7 ,9 g5]al ,section #dige7;c77#a7 is am5d$ by /rik+ or at ! end ( subp>agraph 7,e71 by /rik+ ! p]iod at ! end ( subp>agraph 7,f7 & ins]t+ 2 or1 & by add+ at ! end ! foll[+ new subp>agraph3 7,g7 inve/m5t1 at ! direction ( a disqualifi$ p]son1 by an individual retirem5t acc\nt 9 an int]e/ 9 a ,,disc or ,,fsc t receives any commission1 or o!r paym5t1 f an entity any /ock or int]e/ 9 :i* is own$ by ! individual = ^: b5efit ! acc\nt is ma9ta9$4 4 7b7 ,special rules ( application ,section #dige7;c7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,special rules ( application = ,,disc & ,,fsc inve/m5ts 7,a7 ,indirect hold+ ( ,,disc or ,,fsc ,= purposes ( p>agraph 7#a77;,g71 inve/m5t by an individual retirem5t acc\nt 9 an int]e/ 9 an entity t owns 7directly or indirectly7 an int]e/ 9 a ,,disc or ,,fsc %all be treat$ z inve/m5t by su* acc\nt 9 an int]e/ 9 su* ,,disc or ,,fsc4 7,b7 ,con/ructive own]%ip ,= purposes ( det]m9+ own]%ip ( /ock 7or any o!r int]e/7 9 an entity "u p>agraph 7#a77;,g7 & own]%ip ( an int]e/ 9 a ,,disc or ,,fsc "u subp>agraph 7,a71 ! rules prescrib$ by section #cah = det]m9+ own]%ip %all apply1 except t su* section %all be appli$ by sub/itut+ #aj p]c5t = #ej p]c5t ea* place x appe>s4 7,c7 ,,disc & ,,fsc ,= purposes ( ?is subsection1 ! t]ms ,,disc & ,,fsc %all h ! respective mean+s giv5 su* t]ms by section #iib7;a77#a77 & section #ibb7;a7 7z 9 effect be=e its repeal by ! ,,fsc ,repeal & ,extrat]ritorial ,income ,exclusion ,act ( #bjjj74 4 7c7 ,application ( tax to t]m9at$ individual retirem5t acc\nts ,section #dige7;c77#c7 is am5d$ by add+ at ! end ! foll[+3 ,! prec$+ s5t5ce %all n apply 9 ! case ( a prohibit$ transaction describ$ 9 p>agraph 7#a77;,g744 7d7 ,relat$ rules = individual retirem5t acc\nts 7#a7 ,9 g5]al ,section #djh7;a7 is am5d$ by ins]t+ aft] p>agraph 7#f7 ! foll[+ new p>agraph3 7#g7 ,no "p ( ! tru/ funds w be inve/$ 9 any int]e/ 9 a ,,disc or a ,,fsc t receives any commission1 or o!r paym5t1 f an entity any /ock or int]e/ 9 :i* is own$ by ! individual = ^: b5efit ! tru/ is ma9ta9$4 ,= purposes ( ! prec$+ s5t5ce1 ! def9itions & rules ( section #dige7;c77#h7 %all apply4 4 7e7 ,loss ( exemption ( acc\nt ,section #djh7;e77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7#a7 by r$esignat+ subp>agraph 7,b7 z subp>agraph 7,c71 7#b7 by ins]t+ aft] subp>agraph 7,a7 ! foll[+ new subp>agraph3 7,b7 ,prohibit$ inve/m5t ,if1 dur+ any taxable ye> ( ! individual = ^: b5efit any individual retirem5t acc\nt is ma9ta9$1 ! inve/m5t ( any "p ( ! funds ( su* individual retirem5t acc\nt does n comply ) subsection 7a77#g71 su* acc\nt ceases to be an individual retirem5t acc\nt z ( ! fir/ day ( su* taxable ye>4 ,= purposes ( ?is subp>agraph1 ! sep>ate acc\nt = ! b5efit ( any individual )9 an individual retirem5t acc\nt ma9ta9$ by an employ] or association ( employees is treat$ z a sep>ate individual retirem5t acc\nt4 1 7#c7 by /rik+ :]e employee engages 9 prohibit$ transaction 9 ! head+ & ins]t+ 9 case ( c]ta9 prohibit$ transactions & inve/m5ts1 7#d7 by /rik+ 7,a7 9 subp>agraph 7,c71 z s r$esignat$1 & ins]t+ 7,a7 or 7,b74 7f7 ,con=m+ am5dm5ts 7#a7 ,section #djh7;c77#a7 is am5d$ by /rik+ 7#a7 ?r\gh 7#f7 & ins]t+ 7#a7 ?r\gh 7#g74 7#b7 ,section #dige7;c77#c7 is am5d$-- 7,a7 /rik+ e/abli%$ & ins]t+ ma9ta9$1 7,b7 by /rik+ transaction bo? places x appe>s & ins]t+ transaction or inve/m5t1 & 7,c7 by /rik+ section #djh7;e77#b77;,a7 & ins]t+ subp>agraph 7,a7 or 7,b7 ( section #djh7;e77#b74 7g7 ,effective date ,! am5dm5ts made by ?is section %all apply to /ock & o!r int]e/s acquir$ or held on or aft] ,decemb] #ca1 #bjba4 #achejd4 ,cl>ification ( treatm5t ( ,,disc ga9s & di/ributions ( c]ta9 =eign %>ehold]s 7a7 ,9 g5]al ,section #iif7;g7 is am5d$ by /rik+ ( su* %>ehold] & ins]t+ deem$ to be _h by su* %>ehold]4 7b7 ,effective date ,! am5dm5ts made by subsection 7a7 %all apply to ga9s & di/ributions aft] ,decemb] #ca1 #bjba4 7c7 ,application to =eign sales corporations ,9 ! case ( any di/ribution aft] ,decemb] #ca1 #bjba1 section #ibf7;b77#a7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7prior to its repeal by ! ,,fsc ,repeal & ,extrat]ritorial ,income ,exclusion ,act ( #bjjj7 %all be appli$ by sub/itut+ deem$ to be _h by su* %>ehold] = ( su* %>ehold]4 7d7 ,no inf]5ce ,?is section 7& ! am5dm5ts made by ?is section7 %all n be con/ru$ to create any inf]5ce ) respect to ! prop] application ( any provision ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to ga9s & di/ributions be=e ,janu>y #a1 #bjbb4 #acheje4 ,treatm5t ( c]ta9 qualifi$ s\nd record+ productions 7a7 ,election ,to treat co/s z exp5ses ,section #aha7;a77#a7 is am5d$ by /rik+ qualifi$ film or television production1 & any qualifi$ live !atrical production1 & ins]t+ qualifi$ film or television production1 any qualifi$ live !atrical production1 & any qualifi$ s\nd record+ production4 7b7 ,doll> limitation ,section #aha7;a77#b7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,qualifi$ s\nd record+ production ,p>agraph 7#a7 %all n apply to s mu* ( ! aggregate co/ ( any qualifi$ s\nd record+ production1 or to s mu* ( ! aggregate1 cumulative co/ ( all su* qualifi$ s\nd record+ productions 9 ! taxable ye>1 z exce$s #aej1jjj4 4 7c7 ,no o!r d$uction or amortization d$uction all[able ,section #aha7;b7 is am5d$ by /rik+ qualifi$ film or television production or any qualifi$ live !atrical production & ins]t+ qualifi$ film or television production1 any qualifi$ live !atrical production1 or any qualifi$ s\nd record+ production4 7d7 ,election ,section #aha7;c77#a7 is am5d$ by /rik+ qualifi$ film or television production or any qualifi$ live !atrical production & ins]t+ qualifi$ film or television production1 any qualifi$ live !atrical production1 or any qualifi$ s\nd record+ production4 7e7 ,qualifi$ s\nd record+ production def9$ ,section #aha is am5d$ by r$esignat+ subsections 7f7 & 7g7 z subsections 7g7 & 7h71 respectively1 & by ins]t+ aft] subsection 7e7 ! foll[+ new subsection3 7f7 ,qualifi$ s\nd record+ production ,= purposes ( ?is section1 ! t]m qualifi$ s\nd record+ production means a s\nd record+ 7z def9$ 9 section #aja ( title #ag1 ,unit$ ,/ates ,code7 produc$ & record$ 9 ! ,unit$ ,/ates4 4 7f7 ,t]m9ation ,section #aha7;h7 7z r$esignat$ by subsection 7e77 is am5d$ by /rik+ or qualifi$ live !atrical productions & ins]t+ 1 qualifi$ live !atrical productions1 or qualifi$ s\nd record+ productions4 7g7 ,bonus depreciation 7#a7 ,qualifi$ s\nd record+ production z qualifi$ prop]ty ,section #afh7k77#b77;,a77i7 is am5d$-- 7,a7 by /rik+ or at ! end ( subclause 7,,iv71 by add+ or at ! end ( subclause 7,v71 & by ins]t+ aft] subclause 7,v7 ! foll[+3 7,,vi7 :i* is a qualifi$ s\nd record+ production 7z def9$ 9 subsection 7f7 ( section #aha7 = :i* a d$uction w\ld h be5 all[able "u section #aha )\t reg>d to subsections 7a77#b7 & 7h7 ( su* section or ?is subsection1 1 & 7,b7 9 subclauses 7,,iv7 & 7,v7 7z am5d$7 by /rik+ )\t reg>d to subsections 7a77#b7 & 7g7 bo? places x appe>s & ins]t+ )\t reg>d to subsections 7a77#b7 & 7h74 7#b7 ,production plac$ 9 s]vice ,section #afh7k77#b77;,h7 is am5d$ by /rik+ & at ! end ( clause 7i71 by /rik+ ! p]iod at ! end ( clause 7ii7 & ins]t+ 1 &1 & by add+ aft] clause 7ii7 ! foll[+3 7iii7 a qualifi$ s\nd record+ production %all be consid]$ to be plac$ 9 s]vice at ! "t ( initial release or broadca/4 4 7h7 ,con=m+ am5dm5ts 7#a7 ,! head+ = section #aha is am5d$ to read z foll[s3 ,treatm5t ( c]ta9 qualifi$ productions44 7#b7 ,! table ( sections = "p ,,vi ( sub*apt] ,b ( *apt] #a is am5d$ by /rik+ ! item relat+ to section #aha & ins]t+ ! foll[+ new item3 ,sec4 #aha4 ,treatm5t ( c]ta9 qualifi$ productions4 4 7i7 ,effective date ,! am5dm5ts made by ?is section %all apply to productions comm5c+ 9 taxable ye>s end+ aft] ! date ( ! enactm5t ( ?is ,act4 #achejf4 ,paym5t to c]ta9 individuals :o dye fuel 7a7 ,9 g5]al ,sub*apt] ,b ( *apt] #fe is am5d$ by add+ at ! end ! foll[+ new subsection3 #fdcc4 ,dy$ fuel 7a7 ,9 g5]al ,if a p]son e/abli%es to ! satisfaction ( ! ,secret>y t su* p]son meets ! requirem5ts ( subsection 7b7 ) respect to diesel fuel or k]os5e1 !n ! ,secret>y %all pay to su* p]son an am\nt 7)\t int]e/7 equal to ! tax describ$ 9 subsection 7b77#b77;,a7 ) respect to su* diesel fuel or k]os5e4 7b7 ,requirem5ts 7#a7 ,9 g5]al ,a p]son meets ! requirem5ts ( ?is subsection ) respect to diesel fuel or k]os5e if su* p]son removes f a t]m9al eligible indelibly dy$ diesel fuel or k]os5e4 7#b7 ,eligible indelibly dy$ diesel fuel or k]os5e def9$ ,! t]m eligible indelibly dy$ diesel fuel or k]os5e means diesel fuel or k]os5e-- 7,a7 ) respect to :i* a tax "u section #djha 0 previ\sly paid 7& n cr$it$ or refund$71 & 7,b7 :i* is exempt f taxation "u section #djhb7;a74 7c7 ,cross ref]5ce ,= civil p5alty = excessive claims "u ?is section1 see section #ffge4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #fbjf is am5d$-- 7,a7 by /rik+ or #fdbg ea* place x appe>s & ins]t+ #fdbg1 or #fdcc1 & 7,b7 by /rik+ #fdbj & #fdba & ins]t+ #fdbj1 #fdba1 & #fdcc4 7#b7 ,section #fdcj is am5d$-- 7,a7 by /rik+ or at ! end ( p>agraph 7#b71 by /rik+ ! p]iod at ! end ( p>agraph 7#c7 & ins]t+ or1 & by add+ at ! end ! foll[+ new p>agraph3 7#d7 :i* are remov$ z eligible indelibly dy$ diesel fuel or k]os5e "u section #fdcc4 4 7#c7 ,section #ffge is am5d$-- 7,a7 9 subsection 7a71 by /rik+ or #fdbg 7relat+ to fuels n us$ = taxable purposes7 & ins]t+ #fdbg 7relat+ to fuels n us$ = taxable purposes71 or #fdcc 7relat+ to eligible indelibly dy$ fuel71 & 7,b7 9 subsection 7b77#a71 by /rik+ #fdba1 or #fdbg1 & ins]t+ #fdba1 #fdbg1 or #fdcc4 7#d7 ,! table ( sections = sub*apt] ,b ( *apt] #fe is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #fdcc4 ,dy$ fuel4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to eligible indelibly dy$ diesel fuel or k]os5e remov$ on or aft] ! date t is #ahj days aft] ! date ( ! enactm5t ( ?is section4 #achejg4 ,treatm5t ( f9ancial gu>anty insurance companies z qualify+ insurance corporations "u passive =eign inve/m5t company rules 7a7 ,9 g5]al ,section #abig7;f77#c7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,special rules = f9ancial gu>anty insurance companies 7i7 ,9 g5]al ,not)/&+ subp>agraphs 7,a77ii7 & 7,b71 ! applicable insurance liabilities ( a f9ancial gu>anty insurance company %all include its une>n$ premium res]ves if-- 7,i7 su* company is prohibit$ "u g5]ally accept$ acc\nt+ pr9ciples f report+ on its applicable f9ancial /atem5ts res]ves = losses & loss adju/m5t exp5ses ) respect to a f9ancial gu>anty insurance or re9surance contract except to ! ext5t t losses & loss adju/m5t exp5ses are expect$ to exce$ ! une>n$ premium res]ves on ! contract1 7,,ii7 ! applicable f9ancial /atem5t ( su* company reports f9ancial gu>anty exposure ( at lea/ #ae-to-#a or ,/ate or local bond exposure ( at lea/ #i-to-#a 7#h-to-#a 9 ! case ( a taxable ye> ( su* company :i* ends on or be=e ,decemb] #ca1 #bjah71 & 7,,iii7 su* company includes 9 its insurance liabilities only its une>n$ premium res]ves relat+ to insurance writt5 or assum$ t is )9 ! s+le risk limits set =? 9 subsection 7,d7 ( section #d ( ! ,f9ancial ,gu>anty ,insurance ,guidel9e 7modifi$ by us+ total %>ehold]'s equity z report$ on ! applicable f9ancial /atem5t ( ! company r ?an aggregate ( ! surplus to policyhold]s & cont+5cy res]ves74 7ii7 ,application ( alt]native facts & circum/ances te/ ,a f9ancial gu>anty insurance company %all be treat$ z satisfy+ ! requirem5ts ( p>agraph 7#b77;,b77ii74 7iii7 ,f9ancial gu>anty insurance company ,= purposes ( ?is subp>agraph1 ! t]m f9ancial gu>anty insurance company means any insurance company ! sole bus9ess ( :i* is writ+ or re9sur+ f9ancial gu>anty insurance 7z def9$ 9 subsection 7,a7 ( section #a ( ! ,f9ancial ,gu>anty ,insurance ,guidel9e7 :i* is p]mitt$ "u subsection 7,b7 ( section #d ( su* ,guidel9e4 7iv7 ,f9ancial gu>anty exposure ,= purposes ( ?is subp>agraph1 ! t]m f9ancial gu>anty exposure means ! ratio (-- 7,i7 ! net debt s]vice out/&+ insur$ or re9sur$ by ! company t is )9 ! s+le risk limits set =? 9 ! ,f9ancial ,gu>anty ,insurance ,guidel9e 7z report$ on su* company's applicable f9ancial /atem5t71 to 7,,ii7 ! company's total assets 7z s report$74 7v7 ,/ate or local bond exposure ,= purposes ( ?is subp>agraph1 ! t]m ,/ate or local bond exposure means ! ratio (-- 7,i7 ! net unpaid pr9cipal ( ,/ate or local bonds 7z def9$ 9 section #ajc7;c77#a77 insur$ or re9sur$ by ! company t is )9 ! s+le risk limits set =? 9 ! ,f9ancial ,gu>anty ,insurance ,guidel9e 7z report$ on su* company's applicable f9ancial /atem5t71 to 7,,ii7 ! company's total assets 7z s report$740 7vi7 ,f9ancial ,gu>anty ,insurance ,guidel9e ,= purposes ( ?is subp>agraph-- 7,i7 ,9 g5]al ,! t]m ,f9ancial ,gu>anty ,insurance ,guidel9e means ! ,octob] #bjjh model regulation t 0 adopt$ by ! ,national ,association ( ,insurance ,commission]s on ,decemb] #d1 #bjjg4 7,,ii7 ,det]m9ations made by ,secret>y ,! det]m9ation ( :e!r any provision ( ! ,f9ancial ,gu>anty ,insurance ,guidel9e has be5 satisfi$ %all be made by ! ,secret>y4 4 7b7 ,report+ ( c]ta9 items ,section #abig7;f77#d7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,cl>ification t c]ta9 items on applicable f9ancial /atem5t be sep>ately report$ ) respect to corporation ,an am\nt describ$ 9 p>agraph 7#a77;,b7 or clause 7i77,,ii71 7i77,,iii71 7iv77,i71 7iv77,,ii71 7v77,i71 or 7v77,,ii7 ( p>agraph 7#c77;,c7 %all be treat$ z report$ on an applicable f9ancial /atem5t = purposes ( ?is section if-- 7i7 su* am\nt is sep>ately report$ on su* /atem5t ) respect to ! corporation ref]r$ to 9 p>agraph 7#a71 or 7ii7 su* am\nt is sep>ately det]m9$ = purposes ( calculat+ an am\nt :i* is report$ on su* /atem5t4 7,d7 ,au?ority ( ,secret>y to require report+ 7i7 ,9 g5]al ,ea* ,unit$ ,/ates p]son :o owns an int]e/ 9 a specifi$ non-publicly trad$ =eign corporation & :o takes ! position t su* corporation is n a passive =eign inve/m5t company %all report to ! ,secret>y su* in=mation ) respect to su* corporation z ! ,secret>y may require4 7ii7 ,specifi$ non-publicly trad$ =eign corporation ,= purposes ( ?is subp>agraph1 ! t]m specifi$ non-publicly trad$ =eign corporation means any =eign corporation-- 7,i7 :i* w\ld be a passive =eign inve/m5t company if subsection 7b77#b77;,b7 did n apply1 & 7,,ii7 no int]e/ 9 :i* is trad$ on an e/abli%$ securities m>ket4 4 7c7 ,effective date 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all take effect z if includ$ 9 section #adeja ( ,public ,law #aae-ig4 7#b7 ,report+ ,! am5dm5t made by subsection 7b7 %all apply to reports made aft] ! date ( ! enactm5t ( ?is ,act4 #achejh4 ,ext5sion ( p]iod ( limitation = c]ta9 legally m>ri$ c\ples 7a7 ,9 g5]al ,9 ! case ( an individual fir/ treat$ z m>ri$ = purposes ( ! ,int]nal ,rev5ue ,code ( #aihf by ! application ( ! hold+s ( ,rev5ue ,rul+ #bjac-ag-- 7#a7 if su* individual fil$ a return 7o!r ?an a jo9t return7 = a taxable ye> end+ be=e ,septemb] #af1 #bjac1 = :i* a jo9t return c\ld h be5 made by ! individual & ! individual's sp\se b = ! fact t su* hold+s 7 n effective at ! "t ( fil+1 su* return %all be treat$ z a sep>ate return )9 ! mean+ ( section #fjac7;b7 ( su* ,code & ! "t prescrib$ by section #fjac7;b77#b77;,a7 ( su* ,code = fil+ a jo9t return aft] fil+ a sep>ate return %all n expire be=e ! date prescrib$ by law 7includ+ ext5sions7 = fil+ ! return ( tax = ! taxable ye> t includes ! date ( ! enactm5t ( ?is ,act1 & 7#b7 9 ! case ( a jo9t return fil$ pursuant to p>agraph 7#a7-- 7,a7 ! p]iod ( limitation prescrib$ by section #feaa7;a7 ( su* ,code = any su* taxable ye> %all be ext5d$ until ! date prescrib$ by law 7includ+ ext5sions7 = fil+ ! return ( tax = ! taxable ye> t includes ! date ( ! enactm5t ( ?is ,act1 & 7,b7 section #feaa7;b77#b7 ( su* ,code %all n apply to any claim ( cr$it or refund ) respect to su* return4 7b7 ,am5dm5ts1 etc4 re/rict$ to *ange 9 m>ital /atus ,subsection 7a7 %all apply only ) respect to am5dm5ts to ! return ( tax1 & claims = cr$it or refund1 relat+ to a *ange 9 ! m>ital /atus = purposes ( ! ,int]nal ,rev5ue ,code ( #aihf ( ! individual4 #achead4 ,all[ance ( d$uction = c]ta9 exp5ses ( ! trade or bus9ess ( be+ an employee 7a7 ,above-!-,l9e d$uction = union dues ,section #fb7;a77#b7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,f7 ,union dues ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbf1 ! d$uctions all[$ by section #afb :i* are bo?-- 7,a7 n 9 excess ( #bej1 & 7,b7 attributable to a trade or bus9ess consi/+ ( ! p]=mance ( s]vices by ! taxpay] z an employee if su* d$uctions are = dues paid to a labor organization describ$ 9 section #eja7;c77#e7 & ) respect to :i* su* taxpay] rema9$ a memb] ?r\gh ! end ( ! taxable ye>4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acheae4 ,tempor>y increase 9 employ]-provid$ *ild c>e cr$it 7a7 ,9 g5]al ,section #de;,f is am5d$ by add+ at ! end ! foll[+ new subsection3 7g7 ,tempor>y increase ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbf-- 7#a7 ,increase 9 p]c5tage ( cr$it = qualifi$ *ild c>e exp5ditures ,subsection 7a77#a7 %all be appli$ by sub/itut+ #ej p]c5t = #be p]c5t4 7#b7 ,increase 9 doll> limitation ,subsection 7b7 %all be appli$ by sub/itut+ #ejj1jjj = #aej1jjj4 7#c7 ,pres]vation ( doll> limitation on qualifi$ *ild c>e res\rce & ref]ral exp5ditures ,! aggregate am\nt ( qualifi$ *ild c>e res\rce & ref]ral exp5ditures :i* may be tak5 into acc\nt "u subsection 7a77#b7 = any taxable ye> %all n exce$ #a1ejj1jjj4 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acheaf4 ,payroll cr$it = comp5sation ( local news j\rnali/s 7a7 ,9 g5]al ,sub*apt] ,d ( *apt] #ba is am5d$ by add+ at ! end ! foll[+ new section3 #cace4 ,local news j\rnali/ comp5sation cr$it 7a7 ,9 g5]al ,9 ! case ( an eligible local news j\rnali/ employ]1 !re %all be all[$ z a cr$it aga9/ ! taxes impos$ by section #caaa7;b7 = ea* cal5d> qu>t] an am\nt equal to ! applicable p]c5tage ( wages paid by su* employ] to local news j\rnali/s = su* cal5d> qu>t]4 7b7 ,limitations & refundability 7#a7 ,numb] ( local news j\rnali/s tak5 into acc\nt ,! numb] ( local news j\rnali/s :i* may be tak5 into acc\nt "u subsection 7a7 ) respect to any eligible local news j\rnali/ employ] = any cal5d> qu>t] %all n exce$ #a1ejj4 7#b7 ,wages tak5 into acc\nt ,! am\nt ( wages paid ) respect to any individual :i* may be tak5 into acc\nt "u subsection 7a7 dur+ any cal5d> qu>t] by ! eligible local news j\rnali/ employ] %all n exce$ #ab1ejj4 7#c7 ,cr$it limit$ to employm5t taxes ,! cr$it all[$ by subsection 7a7 ) respect to any cal5d> qu>t] %all n exce$ ! taxes impos$ by section #caaa7;b7 on ! wages paid ) respect to ! employm5t ( all ! employees ( ! eligible local news j\rnali/ employ] = su* cal5d> qu>t]4 7#d7 ,refundability ( excess cr$it ,if ! am\nt ( ! cr$it "u subsection 7a7 exce$s ! limitation ( p>agraph 7#c7 = any cal5d> qu>t]1 su* excess %all be treat$ z an ov]paym5t t %all be refund$ "u sections #fdjb7;a7 & #fdac7;b74 7c7 ,eligible local news j\rnali/ employ] ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m eligible local news j\rnali/ employ] means1 ) respect to any cal5d> qu>t]1 any employ] :i*-- 7,a7 is-- 7i7 an eligible local news organization1 or 7ii7 a qualify+ broadca/ /ation1 & 7,b7 employs local news j\rnali/s4 7#b7 ,eligible local news organization ,! t]m eligible local news organization means1 ) respect to any cal5d> qu>t]1 any employ]-- 7,a7 :i* publi%es "o or m qualify+ publications dur+ ! cal5d> qu>t]1 7,b7 :i* is n a disqualifi$ organization1 & 7,c7 :i* did n d]ive m ?an #ej p]c5t ( its gross receipts = su* cal5d> qu>t] f disqualifi$ organizations4 7#c7 ,qualify+ broadca/ /ation ,! t]m qualify+ broadca/ /ation means1 ) respect to any cal5d> qu>t]1 any employ]-- 7,a7 :i* owns or op]ates a broadca/ /ation 7z def9$ 9 section #c ( ! ,communications ,act ( #aicd71 7,b7 :i* is n a disqualifi$ organization1 7,c7 :i* did n d]ive m ?an #ej p]c5t ( its gross receipts = su* cal5d> qu>t] f disqualifi$ organizations1 & 7,d7 :i* discloses its own]%ip to ! public at su* times & 9 su* mann] z id5tifi$ by ! ,secret>y4 7d7 ,o!r def9itions ,= purposes ( ?is section-- 7#a7 ,applicable p]c5tage ,! t]m applicable p]c5tage means-- 7,a7 9 ! case ( ea* ( ! fir/ #d cal5d> qu>t]s to :i* ?is section applies1 #ej p]c5t1 & 7,b7 9 ! case ( ea* cal5d> qu>t] !reaft]1 #cj p]c5t4 7#b7 ,local news j\rnali/ 7,a7 ,9 g5]al ,! t]m local news j\rnali/ means1 ) respect to any eligible local news j\rnali/ employ] = any cal5d> qu>t]1 any full-"t employee 7z def9$ 9 section #dihj;,h7c77#d77 :o-- 7i7 provides qualifi$ s]vices = an av]age ( n less ?an #cj h\rs p] week = ea* week dur+ :i* su* employee is employ$ by ! eligible local news j\rnali/ employ] dur+ ! cal5d> qu>t]1 & 7ii7 resides )9 #ej miles ( ! local community ) respect to ! qualify+ publication or qualify+ broadca/ /ation ) respect to :i* ! qualifi$ s]vices are provid$4 7,b7 ,qualifi$ s]vices ,= purposes ( subp>agraph 7,a77ii71 ! t]m qualifi$ s]vices means s]vices-- 7i7 :i* consi/ ( ga!r+1 prep>+1 direct+ ! record+ (1 produc+1 collect+1 photograph+1 record+1 writ+1 edit+1 report+1 pres5t+1 or publi%+ orig9al local community news = dissem9ation to ! local community1 & 7ii7 :i* are provid$ ) respect to-- 7,i7 a qualify+ publication ( an eligible local news organization1 or 7,,ii7 ! local community ( a qualify+ broadca/ /ation4 7#c7 ,qualify+ publication ,! t]m qualify+ publication means1 ) respect to any cal5d> qu>t]1 any pr9t or digital publication-- 7,a7 ! prim>y purpose ( :i* is to s]ve a local community by provid+ local news1 7,b7 :i*-- 7i7 is publi%$ dur+ ! cal5d> qu>t]1 & 7ii7 has be5 publi%$ dur+ ea* ( ! #d cal5d> qu>t]s prec$+ su* cal5d> qu>t]1 7,c7 :i* is cov]$ by m$ia liability insurance = su* cal5d> qu>t]1 7,d7 :i* discloses its own]%ip to ! public at su* times & 9 su* mann] z id5tifi$ by ! ,secret>y1 & 7,e7 :i* receives s]vices f n m ?an #a1ejj p]sons dur+ su* cal5d> qu>t]4 7#d7 ,local community ,! t]m local community means1 ) respect to any qualify+ broadca/ /ation or qualify+ publication1 a geographically contigu\s area t does n exce$ ! b\nd>ies (-- 7,a7 9 ! case ( a qualify+ broadca/ /ation1 ! area = :i* ! qualify+ broadca/ /ation is lic5s$ to s]ve by ! ,f$]al ,communications ,commission "u section #cjg ( ! ,communications ,act ( #aicd1 & 7,b7 9 ! case ( a qualify+ publication-- 7i7 ! metropolitan or micropolitan /ati/ical area1 z def9$ by ! ,(fice ( ,managem5t & ,budget1 9 :i* ! qualify+ publication is prim>ily di/ribut$1 7ii7 if su* qualify+ publication is n prim>ily di/ribut$ 9 a metropolitan or micropolitan /ati/ical area1 political subdivision ( ! ,/ate 9 :i* su* qualify+ publication is prim>ily di/ribut$1 or 7iii7 if su* qualify+ publication is n prim>ily di/ribut$ 9 a metropolitan or micropolitan /ati/ical area or a political subdivision ( a ,/ate1 ! ,/ate 9 :i* su* qualify+ publication is prim>ily di/ribut$4 ,= purposes ( subp>agraph 7,b71 9 ! case ( a qualify+ publication :i* is a digital publication1 su* qualify+ publication %all be consid]$ to be prim>ily di/ribut$ 9 ! area :]e su* publication is prim>ily consum$4 7#e7 ,disqualifi$ organization ,! t]m disqualifi$ organization means-- 7,a7 any organization describ$ 9 section #eja7;c77#d7 & exempt f tax "u section #eja7;a71 7,b7 any organization describ$ 9 section #ebg1 & 7,c7 any organization t is own$ or controll$ 7directly or indirectly7 by "o or m organizations describ$ 9 subp>agraph 7,a7 or 7,b74 7#f7 ,gross receipts 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 ! t]m gross receipts has ! mean+ giv5 su* t]m z us$ 9 section #ddh7;c74 7,b7 ,tax-exempt organizations ,9 ! case ( an organization :i* is describ$ 9 section #eja7;c7 & exempt f tax "u section #eja7;a71 any ref]5ce 9 ?is section to gross receipts %all be treat$ z a ref]5ce to gross receipts )9 ! mean+ ( section #fjcc4 7#g7 ,o!r t]ms ,any t]m us$ 9 ?is section :i* is also us$ 9 ?is *apt] %all h ! same mean+ z :5 us$ 9 su* *apt]4 7e7 ,aggregation rule ,all p]sons treat$ z a s+le employ] "u subsection 7a7 or 7b7 ( section #eb1 or subsection 7m7 or 7o7 ( section #dad1 %all be treat$ z "o employ] = purposes ( ?is section4 7f7 ,c]ta9 rules to apply 7#a7 ,9 g5]al ,= purposes ( ?is section-- 7,a7 except z provid$ 9 p>agraph 7#b71 rules simil> to ! rules ( section #ea7;i77#a7 %all apply1 & 7,b7 rules simil> to ! rules ( section #bhj;,c7a7 %all apply4 7#b7 ,exception ,p>agraph 7#a77;,a7 %all n apply ) respect to any local news j\rnali/ ( an eligible local news j\rnali/ employ] :i* employs few] ?an #ae local news j\rnali/s dur+ ! cal5d> qu>t]4 7g7 ,c]ta9 gov]nm5tal employ]s 7#a7 ,9 g5]al ,?is cr$it %all n apply to ! ,gov]nm5t ( ! ,unit$ ,/ates1 ! gov]nm5t ( any ,/ate or political subdivision !re(1 or any ag5cy or in/rum5tality ( any ( ! =ego+4 7#b7 ,exception ,p>agraph 7#a7 %all n apply to any public broadca/+ entity 7z def9$ 9 section #cig7aa7 ( ! ,communications ,act ( #aicd 7#dg ,u4,s4,c4 #cig7aa7774 7h7 ,election ,to h section n apply ,?is section %all n apply ) respect to any eligible local news j\rnali/ employ] = any cal5d> qu>t] if su* employ] elects 7at su* "t & 9 su* mann] z ! ,secret>y may prescribe7 n to h ?is section apply4 7i7 ,special rules 7#a7 ,employee n tak5 into acc\nt m ?an once ,an employee %all n be includ$ = purposes ( ?is section = any p]iod ) respect to any employ] if su* employ] is all[$ a cr$it "u section #ea ) respect to su* employee = su* p]iod4 7#b7 ,d5ial ( d\ble b5efit ,any wages tak5 into acc\nt 9 det]m9+ ! cr$it all[$ "u ?is section %all n be tak5 into acc\nt = purposes ( det]m9+ ! cr$it all[$ "u section #da1 #de;,a1 #de,p1 #de,s1 or #acif4 7#c7 ,?ird-p>ty payors ,any cr$it all[$ "u ?is section %all be treat$ z a cr$it describ$ 9 section #ceaa7;d77#b7 ( su* ,code4 7j7 ,treatm5t ( deposits ,! ,secret>y %all waive any p5alty "u section #ffef = any failure to make a deposit ( any taxes impos$ "u section #caaa7;b7 if ! ,secret>y det]m9es t su* failure 0 due to ! reasonable anticipation ( ! cr$it all[$ "u ?is section4 7k7 ,ext5sion ( ,limitation on ,assessm5t ,not)/&+ section #feja1 ! limitation on ! "t p]iod = ! assessm5t ( any am\nt attributable to a cr$it claim$ "u ?is section %all n expire be=e ! date t is #e ye>s aft] ! lat] (-- 7#a7 ! date on :i* ! orig9al return :i* includes ! cal5d> qu>t] ) respect to :i* su* cr$it is det]m9$ is fil$1 or 7#b7 ! date on :i* su* return is treat$ z fil$ "u section #feja7;b77#b74 7l7 ,regulations & guidance ,! ,secret>y %all issue su* =ms1 in/ructions1 regulations1 & guidance z are necess>y-- 7#a7 ) respect to ! application ( ! cr$it "u subsection 7a7 to ?ird-p>ty payors 7includ+ pr(essional employ] organizations1 c]tifi$ pr(essional employ] organizations1 or ag5ts "u section #cejd71 includ+ regulations or guidance all[+ su* payors to submit docum5tation necess>y to sub/antiate ! eligible employ] /atus ( employ]s t use su* payors1 & 7#b7 to prev5t ! avoidance ( ! purposes ( ! limitations "u ?is section4 ,any =ms1 in/ructions1 regulations1 or o!r guidance describ$ 9 p>agraph 7#a7 %all require ! cu/om] to be responsible = ! acc\nt+ ( ! cr$it & = any liability = improp]ly claim$ cr$its & %all require ! c]tifi$ pr(essional employ] organization or o!r ?ird-p>ty payor to accurately report su* tax cr$its bas$ on ! in=mation provid$ by ! cu/om]4 7m7 ,application ,?is section %all only apply to wages paid 9 cal5d> qu>t]s beg9n+ aft] ! date ( ! enactm5t ( ?is section & beg9n+ be=e ! date t is #e ye>s aft] ! fir/ day ( ! fir/ cal5d> qu>t] to :i* ?is section applies4 4 7b7 ,refunds ,p>agraph 7#b7 ( section #acbd7;b7 ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by ins]t+ #cace1 aft] #cacd14 7c7 ,cl]ical am5dm5t ,! table ( sections = sub*apt] ,d ( *apt] #ba is am5d$ by add+ at ! end ! foll[+3 ,sec4 #cace4 ,local news j\rnali/ comp5sation cr$it4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to cal5d> qu>t]s beg9n+ aft] ! date ( ! enactm5t ( ?is ,act4 #acheag4 ,above-!-l9e d$uction = employee uni=ms 7a7 ,9 g5]al ,section #fb7;a77#b71 z am5d$ by ! prec$+ provision ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,g7 ,"w clo!s & uni=ms ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbe1 ! d$uctions all[$ by section #afb1 n 9 excess ( #bej1 :i* are attributable to a trade or bus9ess consi/+ ( ! p]=mance ( s]vices by ! taxpay] z an employee if su* d$uctions are = uni=ms or "w clo?+ :i* are-- 7i7 requir$ to be worn z a condition ( employm5t1 & 7ii7 n suitable = ev]yday we>4 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acheah4 ,exp5ses 9 cont+5cy fee cases 7a7 ,9 g5]al ,section #afb is am5d$ by r$esignat+ subsection 7s7 z subsection 7t7 & by ins]t+ aft] subsection 7r7 ! foll[+ new subsection3 7s7 ,exp5ses 9 cont+5cy fee cases ,9 ! case ( any am\nt paid or incurr$ 9 ! ord9>y c\rse ( ! trade or bus9ess ( practic+ law ! repaym5t ( :i* is cont+5t on a recov]y by judgm5t or settlem5t 9 ! action to :i* su* am\nt relates-- 7#a7 ! d$uction "u subsection 7a7 %all be det]m9$ by disreg>d+ ! possibility t su* am\nt w be repaid1 & 7#b7 income attributable to any relat$ recov]y %all n be r$uc$ by su* am\nt4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to am\nts paid1 incurr$1 or receiv$ 9 taxable ye>s beg9n+ aft] ! date ( ! enactm5t ( ?is ,act4 #acheai4 ,increase 9 rese>* cr$it aga9/ payroll tax = small bus9esses 7a7 ,9 g5]al ,clause 7i7 ( section #da7;h77#d77;,b7 is am5d$-- 7#a7 by /rik+ ,am\nt4--,! am\nt & ins]t+ 8,am\nt4-- 7,i7 ,9 g5]al ,! am\nt 1 & 7#b7 by add+ at ! end ! foll[+ new subclause3 7,,ii7 ,increase ,9 ! case ( taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba1 ! am\nt 9 subclause 7,i7 %all be increas$ by #bej1jjj4 4 7b7 ,all[ance ( cr$it 7#a7 ,9 g5]al ,p>agraph 7#a7 ( section #caaa7;f7 is am5d$-- 7,a7 by /rik+ = a taxable ye>1 !re %all be all[$ & ins]t+ 8= a taxable ye>-- 7,a7 !re %all be all[$ 1 7,b7 by /rik+ equal to ! & ins]t+ equal to s mu* ( !1 7,c7 by /rik+ ! p]iod at ! end & ins]t+ z does n exce$ ! limitation ( subclause 7,i7 ( section #da7;h77#d77;,b77i7 7appli$ )\t reg>d to subclause 7,,ii7 !re(71 &1 & 7,d7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 !re %all be all[$ z a cr$it aga9/ ! tax impos$ by subsection 7b7 = ! fir/ cal5d> qu>t] :i* beg9s aft] ! date on :i* ! taxpay] files ! return specifi$ 9 section #da7;h77#d77;,a77ii7 an am\nt equal to s mu* ( ! payroll tax cr$it portion det]m9$ "u section #da7;h77#b7 z is n all[$ z a cr$it "u subp>agraph 7,a74 4 7#b7 ,limitation ,p>agraph 7#b7 ( section #caaa7;f7 is am5d$-- 7,a7 by /rik+ p>agraph 7#a7 & ins]t+ p>agraph 7#a77;,a71 & 7,b7 by ins]t+ 1 & ! cr$it all[$ by p>agraph 7#a77;,b7 %all n exce$ ! tax impos$ by subsection 7b7 = any cal5d> qu>t]1 aft] cal5d> qu>t]4 7#c7 ,c>ryov] ,p>agraph 7#c7 ( section #caaa7;f7 is am5d$ by /rik+ ! cr$it & ins]t+ any cr$it4 7#d7 ,d$uction all[$ ,p>agraph 7#d7 ( section #caaa7;f7 is am5d$-- 7,a7 by /rik+ cr$it & ins]t+ cr$its1 & 7,b7 by /rik+ subsection 7a7 & ins]t+ subsection 7a7 or 7b74 7c7 ,aggregation rules ,clause 7ii7 ( section #da7;h77#e77;,b7 is am5d$ by /rik+ ! #bej1jjj am\nt & ins]t+ ea* ( ! #bej1jjj am\nts4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achebj4 ,imposition ( tax on nicot9e 7a7 ,9 g5]al ,section #egja is am5d$ by r$esignat+ subsection 7h7 z subsection 7i7 & by ins]t+ aft] subsection 7g7 ! foll[+ new subsection3 7h7 ,nicot9e ,on taxable nicot9e1 manufactur$ 9 or import$ into ! ,unit$ ,/ates1 !re %all be impos$ a tax equal to ! doll> am\nt specifi$ 9 section #egja7;b77#a7 7or1 if great]1 #ej4cc7 p] #a1haj milligrams ( nicot9e 7& a proportionate tax at ! l rate on any fractional "p !re(74 4 7b7 ,taxable nicot9e ,section #egjb is am5d$ by add+ at ! end ! foll[+ new subsection3 7q7 ,taxable nicot9e 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! t]m taxable nicot9e means any nicot9e :i* has be5 extract$1 conc5trat$1 or syn!siz$4 7#b7 ,exception = products approv$ by ,food & ,drug ,adm9i/ration ,su* t]m %all n include any nicot9e if ! manufactur] or import] !re( demon/rates to ! satisfaction ( ! ,secret>y ( ,heal? & ,human ,s]vices t su* nicot9e w be us$ 9-- 7,a7 a drug-- 7i7 t is approv$ "u section #eje ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act2 or 7ii7 = :i* an inve/igational use exemption has be5 au?oriz$ "u section #eje7;i7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or "u section #cea7;a7 ( ! ,public ,heal? ,s]vice ,act2 or 7,b7 a comb9ation product 7z describ$ 9 section #ejc7;g7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act71 ! con/itu5t p>ts ( :i* 7 approv$ or cle>$ "u section #eje1 #eaj7k71 or #eae ( su* ,act4 7#c7 ,coord9ation ) taxation ( o!r tobacco products ,tobacco products meet+ ! def9ition ( cig>s1 cig>ettes1 smokeless tobacco1 pipe tobacco1 & roll-y\r-own tobacco 9 ?is section %all be classifi$ & tax$ z su* despite any conc5tration ( ! nicot9e inh]5t 9 ^? products or any addition ( nicot9e to ^? products dur+ ! manufactur+ process4 7#d7 ,regulations ,! ,secret>y %all prescribe su* regulations or o!r guidance z is necess>y or appropriate to c>ry out ! purposes ( ?is subsection1 includ+ regulations or o!r guidance = coord9at+ ! taxation ( tobacco products & taxable nicot9e to protect rev5ue & prev5t d\ble taxation4 4 7c7 ,taxable nicot9e treat$ z a tobacco product ,section #egjb7;c7 is am5d$ by /rik+ & roll-y\r-own tobacco & ins]t+ roll-y\r-own tobacco1 & taxable nicot9e4 7d7 ,manufactur] ( taxable nicot9e ,section #egjb1 z am5d$ by subsection 7b71 is am5d$ by add+ at ! end ! foll[+ new subsection3 7r7 ,manufactur] ( taxable nicot9e 7#a7 ,9 g5]al ,any p]son :o extracts1 conc5trates1 or syn!sizes nicot9e %all be treat$ z a manufactur] ( taxable nicot9e 7& z manufactur+ su* taxable nicot9e74 7#b7 ,application ( rules relat$ to manufactur]s ( tobacco products ,any ref]5ce to a manufactur] ( tobacco products1 or to manufactur+ tobacco products1 %all be treat$ z includ+ a ref]5ce to a manufactur] ( taxable nicot9e1 or to manufactur+ taxable nicot9e1 respectively4 4 7e7 ,effective date 7#a7 ,9 g5]al ,! am5dm5ts made by ?is section %all apply to articles remov$ 9 cal5d> qu>t]s beg9n+ aft] ! date :i* is #ahj days aft] ! date ( ! enactm5t ( ?is ,act4 7#b7 ,transition rule = p]mit & bond requirem5ts ,a p]son :i* is lawfully engag$ 9 bus9ess z a manufactur] or import] ( taxable nicot9e 7)9 ! mean+ ( sub*apt] ,a ( *apt] #eb ( ! ,int]nal ,rev5ue ,code ( #aihf1 z am5d$ by ?is section7 on ! date ( ! enactm5t ( ?is ,act1 fir/ becomes subject to ! requirem5ts ( sub*apt] ,b ( *apt] #eb ( su* ,code by reason ( ! am5dm5ts made by ?is section1 & submits an application "u su* sub*apt] ,b to engage 9 su* bus9ess n lat] ?an #ij days aft] ! date ( ! enactm5t ( ?is ,act1 %all n be d5i$ ! "r to c>ry on su* bus9ess by reason ( su* requirem5ts be=e f9al action on su* application4 #acheba4 ,t]m9ation ( employ] cr$it = paid family & m$ical leave ,section #de,s7i7 is am5d$ by /rik+ ,decemb] #ca1 #bjbe & ins]t+ ,decemb] #ca1 #bjbc4 ,i ,drug ,pric+ #a ,l[]+ ,prices ,?r\gh ,drug ,price ,negotiation #acijja4 ,provid+ = l[] prices = c]ta9 high-pric$ s+le s\rce drugs 7a7 ,program ,to l[] prices = c]ta9 high-,pric$ s+le s\rce drugs ,title ,,xi ( ! ,social ,security ,act is am5d$ by add+ aft] section #aahd 7#db ,u4,s4,c4 #acbj;e-#c7 ! foll[+ new "p3 ,e ,price ,negotiation ,program to ,l[] ,prices = ,c]ta9 ,high-,pric$ ,s+le ,s\rce ,drugs #aaia4 ,e/abli%m5t ( program 7a7 ,9 g5]al ,! ,secret>y %all e/abli% a ,drug ,price ,negotiation ,program 79 ?is "p ref]r$ to z ! program74 ,"u ! program1 ) respect to ea* price applicability p]iod1 ! ,secret>y %all-- 7#a7 publi% a li/ ( negotiation-eligible drugs & select$ drugs 9 accordance ) section #aaib2 7#b7 ent] into agreem5ts ) manufactur]s ( select$ drugs ) respect to su* p]iod1 9 accordance ) section #aaic2 7#c7 negotiate &1 if applicable1 r5egotiate maximum fair prices = su* select$ drugs1 9 accordance ) section #aaid2 & 7#d7 c>ry out ! adm9i/rative duties describ$ 9 section #aaif4 7b7 ,def9itions relat+ to tim+ ,= purposes ( ?is "p3 7#a7 ,initial price applicability ye> ,! t]m initial price applicability ye> means a ye> 7beg9n+ ) #bjbe74 7#b7 ,price applicability p]iod ,! t]m price applicability p]iod means1 ) respect to a qualify+ s+le s\rce drug1 ! p]iod beg9n+ ) ! fir/ initial price applicability ye> ) respect to :i* su* drug is a select$ drug & end+ ) ! la/ ye> dur+ :i* ! drug is a select$ drug4 7#c7 ,select$ drug publication date ,! t]m select$ drug publication date means1 ) respect to ea* initial price applicability ye>1 ,febru>y #a ( ! ye> t beg9s #b ye>s prior to su* ye>4 7#d7 ,negotiation p]iod ,! t]m negotiation p]iod means1 ) respect to an initial price applicability ye> ) respect to a select$ drug1 ! p]iod-- 7,a7 beg9n+ on ! soon] (-- 7i7 ! date on :i* ! manufactur] ( ! drug & ! ,secret>y ent] into an agreem5t "u section #aaic ) respect to su* drug2 or 7ii7 ,febru>y #bh foll[+ ! select$ drug publication date ) respect to su* select$ drug2 & 7,b7 end+ on ,novemb] #a ( ! ye> t beg9s #b ye>s prior to ! initial price applicability ye>4 7c7 ,o!r def9itions ,= purposes ( ?is "p3 7#a7 ,maximum fair price eligible individual ,! t]m maximum fair price eligible individual means1 ) respect to a select$ drug-- 7,a7 9 ! case su* drug is disp5s$ to ! individual at a ph>macy1 by a mail ord] s]vice1 or by ano!r disp5s]1 an individual :o is enroll$ "u a prescription drug plan "u "p ,d ( title ,,xviii or an ,,ma-,,pd plan "u "p ,c ( su* title if cov]age is provid$ "u su* plan = su* select$ drug2 & 7,b7 9 ! case su* drug is furni%$ or adm9i/]$ to ! individual by a hospital1 physician1 or o!r provid] ( s]vices or suppli]1 an individual :o is enroll$ "u "p ,b ( title ,,xviii1 includ+ an individual :o is enroll$ "u an ,,ma plan "u "p ,c ( su* title1 if su* select$ drug is cov]$ "u su* "p4 7#b7 ,maximum fair price ,! t]m maximum fair price means1 ) respect to a ye> dur+ a price applicability p]iod & ) respect to a select$ drug 7z def9$ 9 section #aaib7;c77 ) respect to su* p]iod1 ! price publi%$ pursuant to section #aaie 9 ! ,f$]al ,regi/] = su* drug & ye>4 7#c7 ,unit ,! t]m unit means1 ) respect to a drug or biological1 ! l[e/ id5tifiable am\nt 7su* z a capsule or tablet1 milligram ( molecules1 or grams7 ( ! drug or biological t is disp5s$ or furni%$4 ,! det]m9ation ( a unit1 ) respect to a drug or biological1 pursuant to ?is p>agraph %all n be subject to adm9i/rative or judicial review4 7#d7 ,total exp5ditures ,! t]m total exp5ditures includes1 9 ! case ( exp5ditures ) respect to "p ,d ( title ,,xviii1 +r$i5t co/s1 disp5s+ fees1 sales tax1 & if applicable1 vacc9e adm9i/ration fees4 ,! t]m total exp5ditures excludes1 9 ! case ( exp5ditures ) respect to "p ,b ( su* title1 exp5ditures = a drug or biological t are bundl$ or packag$ into ! paym5t = ano!r s]vice4 #aaib4 ,selection ( negotiation-eligible drugs z select$ drugs 7a7 ,9 g5]al ,n lat] ?an ! select$ drug publication date ) respect to an initial price applicability ye>1 9 accordance ) subsection 7b71 ! ,secret>y %all select & publi% 9 ! ,f$]al ,regi/] a li/ (-- 7#a7 7,a7 ) respect to ! initial price applicability ye> #bjbe1 n m ?an #aj negotiation-eligible drugs describ$ 9 subp>agraph 7,a77i7 ( subsection 7d77#a71 b n subp>agraph 7,b7 ( su* subsection1 ) respect to su* ye>2 7,b7 ) respect to ! initial price applicability ye> #bjbf1 n m ?an #ae negotiation-eligible drugs describ$ 9 subp>agraph 7,a77i7 ( subsection 7d77#a71 b n subp>agraph 7,b7 ( su* subsection1 ) respect to su* ye>2 7,c7 ) respect to ! initial price applicability ye> #bjbg1 n m ?an #ae negotiation-eligible drugs describ$ 9 subp>agraph 7,a7 ( subsection 7d77#a71 b n subp>agraph 7,b7 ( su* subsection1 ) respect to su* ye>2 & 7,d7 ) respect to ! initial price applicability ye> #bjbh or a subsequ5t ye>1 n m ?an #bj negotiation-eligible drugs describ$ 9 subp>agraph 7,a7 ( subsection 7d77#a71 b n subp>agraph 7,b7 ( su* subsection1 ) respect to su* ye>2 & 7#b7 all negotiation-eligible drugs describ$ 9 subp>agraph 7,b7 ( su* subsection ) respect to su* ye>4 ,subject to subsection 7c77#b7 & section #aaid7;f77#e71 ea* drug publi%$ on ! li/ pursuant to ! previ\s s5t5ce %all be subject to ! negotiation process "u section #aaid = ! negotiation p]iod ) respect to su* initial price applicability ye> 7& ! r5egotiation process "u su* section z applicable = any subsequ5t ye> dur+ ! applicable price applicability p]iod74 7b7 ,selection ( drugs 7#a7 ,9 g5]al ,9 c>ry+ out subsection 7a77#a71 subject to p>agraph 7#b71 ! ,secret>y %all1 ) respect to an initial price applicability ye>-- 7,a7 rank a comb9$ li/ ( negotiation-eligible drugs describ$ 9 subsection 7d77#a77;,a7 accord+ to ! total exp5ditures = su* drugs "u p>ts ,b & ,d ( title ,,xviii1 z det]m9$ by ! ,secret>y1 dur+ ! mo/ rec5t p]iod ( #ab mon?s prior to ! select$ drug publication date 7b end+ n lat] ?an ,octob] #ca ( ! ye> prior to ! ye> ( su* drug publication date71 ) respect to su* ye>1 = :i* data are available1 ) ! negotiation-eligible drugs ) ! highe/ total exp5ditures be+ rank$ ! highe/2 & 7,b7 select f su* rank$ comb9$ li/ = inclusion on ! publi%$ li/ describ$ 9 subsection 7a7 ) respect to su* ye> ! negotiation-eligible drugs ) ! highe/ su* rank+s4 7#b7 ,high sp5d "p ,d drugs = #bjbe & #bjbf ,) respect to ! initial price applicability ye> #bjbe & ) respect to ! initial price applicability ye> #bjbf1 ! ,secret>y %all apply p>agraph 7#a7 z if ! ref]5ce to negotiation-eligible drugs describ$ 9 subsection 7d77#a77;,a7 7 a ref]5ce to negotiation-eligible drugs describ$ 9 subsection 7d77#a77;,a77i7 & z if ! ref]5ce to total exp5ditures = su* drugs "u p>ts ,b & ,d ( title ,,xviii 7 a ref]5ce to total exp5ditures = su* drugs "u "p ,d ( title ,,xviii4 7c7 ,select$ drug 7#a7 ,9 g5]al ,= purposes ( ?is "p1 consi/5t ) subsection 7e77#b7 & subject to p>agraph 7#b71 ea* negotiation-eligible drug includ$ on ! li/ publi%$ "u subsection 7a7 ) respect to an initial price applicability ye> %all be ref]r$ to z a select$ drug ) respect to su* ye> & ea* subsequ5t ye> beg9n+ be=e ! fir/ ye> t beg9s aft] ! date on :i* ! ,secret>y det]m9es at lea/ "o drug or biological product-- 7,a7 is approv$ or lic5s$ 7z applicable7-- 7i7 "u section #eje7;j7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act us+ su* drug z ! li/$ drug2 or 7ii7 "u section #cea7k7 ( ! ,public ,heal? ,s]vice ,act us+ su* drug z ! ref]5ce product2 & 7,b7 is m>ket$ pursuant to su* approval or lic5sure4 7#b7 ,cl>ification ,a negotiation-eligible drug-- 7,a7 t is includ$ on ! li/ publi%$ "u subsection 7a7 ) respect to an initial price applicability ye>2 & 7,b7 = :i* ! ,secret>y makes a det]m9ation describ$ 9 p>agraph 7#a7 be=e or dur+ ! negotiation p]iod ) respect to su* initial price applicability ye>1 %all n be subject to ! negotiation process "u section #aaid ) respect to su* negotiation p]iod & %all cont9ue to be consid]$ a select$ drug "u ?is "p ) respect to ! numb] ( negotiation-eligible drugs publi%$ on ! li/ "u subsection 7a7 ) respect to su* initial price applicability ye>4 7d7 ,negotiation-,eligible drug 7#a7 ,9 g5]al ,= purposes ( ?is "p1 subject to p>agraph 7#b71 ! t]m negotiation-eligible drug means1 ) respect to ! select$ drug publication date ) respect to an initial price applicability ye>1 a qualify+ s+le s\rce drug1 z def9$ 9 subsection 7e71 t is describ$ 9 ei!r ( ! foll[+ subp>agraphs 7or1 ) respect to ! initial price applicability ye> #bjbe or #bjbf1 t is describ$ 9 subp>agraph 7,a77i7 or 7,b773 7,a7 ,high sp5d drugs ,! qualify+ s+le s\rce drug is1 det]m9$ 9 accordance ) subsection 7e77#b7-- 7i7 among ! #ej qualify+ s+le s\rce drugs ) ! highe/ total exp5ditures "u "p ,d ( title ,,xviii1 z det]m9$ by ! ,secret>y 9 accordance ) p>agraph 7#c71 dur+ ! mo/ rec5t p]iod = :i* data are available ( at lea/ #ab mon?s prior to ! select$ drug publication date 7b end+ no lat] ?an ,octob] #ca ( ! ye> prior to ! ye> ( su* drug publication date71 ) respect to su* ye>2 or 7ii7 among ! #ej qualify+ s+le s\rce drugs ) ! highe/ total exp5ditures "u "p ,b ( title ,,xviii1 z det]m9$ by ! ,secret>y 9 accordance ) p>agraph 7#c71 dur+ su* mo/ rec5t p]iod1 z describ$ 9 clause 7i74 7,b7 ,insul9 ,! qualify+ s+le s\rce drug is describ$ 9 subsection 7e77#a77;,c74 7#b7 ,exception = small biote* drugs 7,a7 ,9 g5]al ,subject to subp>agraph 7,c71 ! t]m negotiation-eligible drug %all n include1 ) respect to ! initial price applicability ye>s #bjbe1 #bjbf1 & #bjbg1 a qualify+ s+le s\rce drug t meets ei!r ( ! foll[+3 7i7 ,"p ,d drugs ,! total exp5ditures = ! qualify+ s+le s\rce drug "u "p ,d ( title ,,xviii1 z det]m9$ by ! ,secret>y 9 accordance ) p>agraph 7#c71 dur+ #bjba-- 7,i7 are equal to or less ?an #a p]c5t ( ! total exp5ditures "u su* "p ,d1 z s det]m9$1 = all cov]$ "p ,d drugs dur+ su* ye>2 & 7,,ii7 are equal to at lea/ #hj p]c5t ( ! total exp5ditures "u su* "p ,d1 z s det]m9$1 = all cov]$ "p ,d drugs = :i* ! manufactur] ( ! drug has an agreem5t 9 effect "u section #ahfj;,d-#ad;,a dur+ su* ye>4 7ii7 ,"p ,b drugs ,! total exp5ditures = ! qualify+ s+le s\rce drug "u "p ,b ( title ,,xviii1 z det]m9$ by ! ,secret>y 9 accordance ) p>agraph 7#c71 dur+ #bjba-- 7,i7 are equal to or less ?an #a p]c5t ( ! total exp5ditures "u su* "p ,b1 z s det]m9$1 = all qualify+ s+le s\rce drugs cov]$ "u su* "p ,b dur+ su* ye>2 & 7,,ii7 are equal to at lea/ #hj p]c5t ( ! total exp5ditures "u su* "p ,b1 z s det]m9$1 = all qualify+ s+le s\rce drugs ( ! manufactur] t are cov]$ "u su* "p ,b dur+ su* ye>4 7,b7 ,cl>ifications relat+ to manufactur]s 7i7 ,aggregation rule ,all p]sons treat$ z a s+le employ] "u subsection 7a7 or 7b7 ( section #eb ( ! ,int]nal ,rev5ue ,code ( #aihf %all be treat$ z "o manufactur] = purposes ( ?is p>agraph4 7ii7 ,limitation ,a qualify+ s+le s\rce drug describ$ 9 subp>agraph 7,a7 %all n include a qualify+ s+le s\rce drug ( a manufactur] if su* manufactur] is acquir$ aft] #bjba by ano!r manufactur] t does n meet ! def9ition ( a specifi$ manufactur] "u section #ahfj;,d-#ad;,c7g77#d77;,b77ii771 effective at ! beg9n+ ( ! plan ye> imm$iately foll[+ su* acquisition or1 9 ! case ( an acquisition be=e #bjbd1 effective ,janu>y #a1 #bjbd4 7,c7 ,drugs n includ$ z small biote* drugs ,! foll[+ %all n be consid]$ a qualify+ s+le s\rce drug describ$ 9 subp>agraph 7,a73 7i7 ,a vacc9e t is lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act & is m>ket$ pursuant to su* section4 7ii7 ,a new =mulation1 su* z an ext5d$ release =mulation1 ( a qualify+ s+le s\rce drug4 7iii7 ,a qualify+ s+le s\rce drug describ$ 9 subsection 7e77#a77;,c74 7#c7 ,cl>ifications & det]m9ations 7,a7 ,previ\sly select$ drugs & small biote* drugs exclud$ ,9 apply+ clauses 7i7 & 7ii7 ( p>agraph 7#a77;,a71 ! ,secret>y %all n consid] or c\nt-- 7i7 drugs t are already select$ drugs2 & 7ii7 = initial price applicability ye>s #bjbe1 #bjbf1 & #bjbg1 qualify+ s+le s\rce drugs describ$ 9 p>agraph 7#b77;,a74 7,b7 ,use ( data ,9 det]m9+ :e!r a qualify+ s+le s\rce drug satisfies any ( ! crit]ia describ$ 9 p>agraph 7#a7 or 7#b71 ! ,secret>y %all use data t is aggregat$ across dosage =ms & /r5g?s ( ! drug1 includ+ new =mulations ( ! drug1 su* z an ext5d$ release =mulation1 & n bas$ on ! specific =mulation or package size or package type ( ! drug4 7#d7 ,publication ,n lat] ?an ! select$ drug publication date ) respect to an initial price applicability ye>1 ! ,secret>y %all publi% 9 ! ,f$]al ,regi/] a li/ ( negotiation-eligible drugs ) respect to su* select$ drug publication date4 7e7 ,qualify+ s+le s\rce drug 7#a7 ,9 g5]al ,= purposes ( ?is "p1 ! t]m qualify+ s+le s\rce drug means1 ) respect to an initial price applicability ye>1 subject to p>agraphs 7#b7 & 7#c71 a cov]$ "p ,d drug 7z def9$ 9 section #ahfj;,d-#b7;e77 t is describ$ 9 any ( ! foll[+ or a drug or biological product cov]$ "u "p ,b ( title ,,xviii t is describ$ 9 any ( ! foll[+3 7,a7 ,drug products ,a drug-- 7i7 t is approv$ "u section #eje7;c7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act & is m>ket$ pursuant to su* approval2 7ii7 = :i*1 z ( ! select$ drug publication date ) respect to su* initial price applicability ye>1 at lea/ #g ye>s w h elaps$ s9ce ! date ( su* approval2 & 7iii7 t is n ! li/$ drug = any drug t is approv$ & m>ket$ "u section #eje7;j7 ( su* ,act4 7,b7 ,biological products ,a biological product-- 7i7 t is lic5s$ "u section #cea7;a7 ( ! ,public ,heal? ,s]vice ,act & is m>ket$ "u section #cea ( su* ,act2 7ii7 = :i*1 z ( ! select$ drug publication date ) respect to su* initial price applicability ye>1 at lea/ #aa ye>s w h elaps$ s9ce ! date ( su* lic5sure2 & 7iii7 t is n ! ref]5ce product = any biological product t is lic5s$ & m>ket$ "u section #cea7k7 ( su* ,act4 7,c7 ,insul9 product ,any insul9 product t is approv$ "u section #eje ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act & m>ket$ pursuant to su* approval or lic5sure1 includ+ any insul9 product t has be5 deem$ to be lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act pursuant to section #gjjb7;e77#d7 ( ! ,biologics ,price ,competition & ,innovation ,act ( #bjji & is m>ket$ pursuant to su* section1 reg>dless ( :e!r su* insul9 product w\ld be describ$ 9 subp>agraph 7,a7 or 7,b74 7#b7 ,treatm5t ( au?oriz$ g5]ic drugs 7,a7 ,9 g5]al ,9 ! case ( a qualify+ s+le s\rce drug describ$ 9 subp>agraph 7,a7 or 7,b7 ( p>agraph 7#a7 t is ! li/$ drug 7z su* t]m is us$ 9 section #eje7;j7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act7 or ! ref]5ce product 7z def9$ 9 section #cea7;i7 ( ! ,public ,heal? ,s]vice ,act71 ) respect to an au?oriz$ g5]ic drug1 9 apply+ ! provisions ( ?is "p1 su* au?oriz$ g5]ic drug & su* li/$ drug or ref]5ce product %all be treat$ z ! same qualify+ s+le s\rce drug4 7,b7 ,au?oriz$ g5]ic drug def9$ ,= purposes ( ?is p>agraph1 ! t]m au?oriz$ g5]ic drug means-- 7i7 9 ! case ( a drug1 an au?oriz$ g5]ic drug 7z su* t]m is def9$ 9 section #eje7t77#c7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act72 & 7ii7 9 ! case ( a biological product1 a ref]5ce product 7z su* t]m is def9$ 9 section #cea7;i7 ( ! ,public ,heal? ,s]vice ,act7 t-- 7,i7 has be5 lic5s$ "u section #cea7;a7 ( su* ,act2 & 7,,ii7 is m>ket$1 sold1 or di/ribut$ directly or indirectly to retail class ( trade "u a diff]5t label+1 packag+ 7o!r ?an repackag+ z ! ref]5ce product 9 bli/] packs1 unit doses1 or simil> packag+ = use 9 in/itutions71 product code1 label] code1 trade "n1 or trade m>k ?an ! ref]5ce product4 7#c7 ,exclusions ,9 ?is "p1 ! t]m qualify+ s+le s\rce drug does n include any ( ! foll[+3 7,a7 ,c]ta9 orphan drugs ,a drug t is designat$ z a drug = only "o r>e disease or condition "u section #ebf ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act & = :i* ! only approv$ indication 7or indications7 is = su* disease or condition4 7,b7 ,l[ sp5d ,m$ic>e drugs ,a drug or biological product 7o!r ?an an insul9 product describ$ 9 p>agraph 7#a77;,c77 ) respect to :i* ! total exp5ditures "u p>ts ,b & ,d ( title ,,xviii1 z det]m9$ by ! ,secret>y1 dur+ ! mo/ rec5t p]iod = :i* data are available ( at lea/ #ab mon?s prior to ! select$ drug publication date 7b end+ no lat] ?an ,octob] #ca ( ! ye> prior to ! ye> ( su* drug publication date71 ) respect to su* ye> is less ?an-- 7i7 ) respect to #bjba1 #bjj1jjj1jjj2 or 7ii7 ) respect to a subsequ5t ye>1 ! doll> am\nt specifi$ 9 ?is subp>agraph = ! previ\s ye> increas$ by ! annual p]c5tage increase 9 ! consum] price index 7all items2 ,u4,s4 city av]age7 z ( ,decemb] ( su* previ\s ye>4 7f7 ,no adm9i/rative or judicial review ( det]m9ations & selections ,! det]m9ation ( negotiation-eligible drugs "u subsection 7d7 & ! selection ( drugs "u ?is section are n subject to adm9i/rative or judicial review4 #aaic4 ,manufactur] agreem5ts 7a7 ,9 g5]al ,= purposes ( section #aaia7;a77#b71 ! ,secret>y %all ent] into agreem5ts ) manufactur]s ( select$ drugs ) respect to a price applicability p]iod1 by n lat] ?an ,febru>y #bh foll[+ ! select$ drug publication date ) respect to su* select$ drug1 "u :i*-- 7#a7 dur+ ! negotiation p]iod = ! initial price applicability ye> = ! select$ drug1 ! ,secret>y & manufactur]1 9 accordance ) section #aaid1 negotiate to det]m9e 7&1 by n lat] ?an ! la/ date ( su* p]iod1 agree to7 a maximum fair price = su* select$ drug ( ! manufactur] 9 ord] = ! manufactur] to provide access to su* price-- 7,a7 to maximum fair price eligible individuals :o ) respect to su* drug are describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a7 & are disp5s$ su* drug 7& to ph>macies1 mail ord] s]vices1 & o!r disp5s]s1 ) respect to su* maximum fair price eligible individuals :o are disp5s$ su* drugs7 dur+1 subject to subp>agraph 7#b71 ! price applicability p]iod2 & 7,b7 to hospitals1 physicians1 & o!r provid]s ( s]vices & suppli]s ) respect to maximum fair price eligible individuals :o ) respect to su* drug are describ$ 9 subp>agraph 7,b7 ( su* section & are furni%$ or adm9i/]$ su* drug dur+1 subject to subp>agraph 7#b71 ! price applicability p]iod2 7#b7 ! ,secret>y & ! manufactur] %all1 9 accordance ) section #aaid1 r5egotiate 7&1 by n lat] ?an ! la/ date ( su* p]iod1 agree to7 ! maximum fair price = su* drug1 9 ord] = ! manufactur] to provide access to su* maximum fair price 7z s r5egotiat$7-- 7,a7 to maximum fair price eligible individuals :o ) respect to su* drug are describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a7 & are disp5s$ su* drug 7& to ph>macies1 mail ord] s]vices1 & o!r disp5s]s1 ) respect to su* maximum fair price eligible individuals :o are disp5s$ su* drugs7 dur+ any ye> dur+ ! price applicability p]iod 7beg9n+ aft] su* r5egotiation7 ) respect to su* select$ drug2 & 7,b7 to hospitals1 physicians1 & o!r provid]s ( s]vices & suppli]s ) respect to maximum fair price eligible individuals :o ) respect to su* drug are describ$ 9 subp>agraph 7,b7 ( su* section & are furni%$ or adm9i/]$ su* drug dur+ any ye> describ$ 9 subp>agraph 7,a72 7#c7 access to ! maximum fair price 7includ+ z r5egotiat$ pursuant to p>agraph 7#b771 ) respect to su* a select$ drug1 %all be provid$ by ! manufactur] to-- 7,a7 maximum fair price eligible individuals1 :o ) respect to su* drug are describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a71 at ! ph>macy1 mail ord] s]vice1 or o!r disp5s] at ! po9t-(-sale ( su* drug 7& %all be provid$ by ! manufactur] to ! ph>macy1 mail ord] s]vice1 or o!r disp5s]1 ) respect to su* maximum fair price eligible individuals :o are disp5s$ su* drugs71 z describ$ 9 p>agraph 7#a77;,a7 or 7#b77;,a71 z applicable2 & 7,b7 hospitals1 physicians1 & o!r provid]s ( s]vices & suppli]s ) respect to maximum fair price eligible individuals :o ) respect to su* drug are describ$ 9 subp>agraph 7,b7 ( su* section & are furni%$ or adm9i/]$ su* drug1 z describ$ 9 p>agraph 7#a77;,b7 or 7#b77;,b71 z applicable2 7#d7 ! manufactur]1 subject to subsection 7d71 submits to ! ,secret>y1 ?r\gh an onl9e portal e/abli%$ by ! ,secret>y or o!r =m & mann] specifi$ by ! ,secret>y1 = ! negotiation p]iod = ! price applicability p]iod 7&1 if applicable1 be=e any p]iod ( r5egotiation pursuant to section #aaid7;f77 ) respect to su* drug-- 7,a7 in=mation on ! non-,f$]al av]age manufactur] price = ! drug = ! applicable ye> or p]iod2 & 7,b7 all o!r in=mation t ! ,secret>y requires to c>ry out ! negotiation 7or r5egotiation process7 "u ?is "p1 includ+ in=mation describ$ 9 section #aaid7;e77#a72 & 7#e7 ! manufactur] complies ) requirem5ts impos$ by ! ,secret>y = purposes ( adm9i/]+ ! program1 includ+ ) respect to ! duties describ$ 9 section #aaif4 7b7 ,agreem5t 9 effect until drug is no long] a select$ drug ,an agreem5t ent]$ into "u ?is section %all be effective1 ) respect to a select$ drug1 until su* drug is no long] consid]$ a select$ drug "u section #aaib7;c74 7c7 ,confid5tiality ( in=mation ,in=mation submitt$ to ! ,secret>y "u ?is "p by a manufactur] ( a select$ drug t is propriet>y in=mation ( su* manufactur] 7z det]m9$ by ! ,secret>y7 %all be us$ only by ! ,secret>y or disclos$ to & us$ by ! ,comptroll] ,g5]al ( ! ,unit$ ,/ates or ! ,m$ic>e ,paym5t ,advisory ,commission = purposes ( c>ry+ out ?is "p4 7d7 ,implem5tation = #bjbe & #bjbf ,not)/&+ any o!r provision ( ?is "p1 ! ,secret>y %all implem5t ?is section = #bjbe & #bjbf by program in/ruction or o!rwise4 #aaid4 ,negotiation & r5egotiation process 7a7 ,9 g5]al ,= purposes ( ?is "p1 "u an agreem5t "u section #aaic betwe5 ! ,secret>y & a manufactur] ( a select$ drug1 ) respect to ! p]iod = :i* su* agreem5t is 9 effect & 9 accordance ) subsections 7b71 7c71 & 7d71 ! ,secret>y & ! manufactur]-- 7#a7 %all dur+ ! negotiation p]iod ) respect to su* drug1 9 accordance ) ?is section1 negotiate a maximum fair price = su* drug = ! purpose describ$ 9 section #aaic7;a77#a72 & 7#b7 r5egotiate1 9 accordance ) ! process specifi$ pursuant to subsection 7f71 su* maximum fair price = su* drug if su* drug is a r5egotiation-eligible drug "u su* subsection4 7b7 ,negotiation process requirem5ts 7#a7 ,me?odology & process ,! ,secret>y %all develop & use a consi/5t me?odology & process1 9 accordance ) p>agraph 7#b71 = negotiations "u subsection 7a7 t aims to a*ieve ! l[e/ maximum fair price = ea* select$ drug4 7#b7 ,specific elem5ts ( negotiation process ,z "p ( ! negotiation process "u ?is section1 ) respect to a select$ drug & ! negotiation p]iod ) respect to ! initial price applicability ye> ) respect to su* drug1 ! foll[+ %all apply3 7,a7 ,submission ( in=mation ,n lat] ?an ,m>* #a ( ! ye> ( ! select$ drug publication date1 ) respect to ! select$ drug1 ! manufactur] ( ! drug %all submit to ! ,secret>y1 9 accordance ) section #aaic7;a77#d71 ! in=mation describ$ 9 su* section4 7,b7 ,initial (f] by ,secret>y ,n lat] ?an ! ,june #a foll[+ ! select$ drug publication date1 ! ,secret>y %all provide ! manufactur] ( a select$ drug ) a writt5 initial (f] t conta9s ! ,secret>y's proposal = ! maximum fair price ( ! drug & a li/ ( ! consid]ations describ$ 9 section #aaid7;e7 t 7 us$ 9 develop+ su* (f]4 7,c7 ,response to initial (f] 7i7 ,9 g5]al ,n lat] ?an #cj days aft] ! date ( receipt ( an initial (f] "u subp>agraph 7,b71 ! manufactur] %all ei!r accept su* (f] or propose a c\nt](f] to su* (f]4 7ii7 ,c\nt](f] requirem5ts ,if a manufactur] proposes a c\nt](f]1 su* c\nt](f]-- 7,i7 %all be 9 writ+2 & 7,,ii7 %all be ju/ifi$ bas$ on ! factors describ$ 9 subsection 7e74 7,d7 ,response to c\nt](f] ,aft] receiv+ a c\nt](f] "u subp>agraph 7,c71 ! ,secret>y %all respond 9 writ+ to su* c\nt](f]4 7,e7 ,deadl9e ,all negotiations %all end prior to ! fir/ day ( ,novemb] foll[+ ! select$ drug publication date1 ) respect to ! initial price applicability ye>4 7,f7 ,limitations on (f] am\nt ,9 negotiat+ ! maximum fair price ( a select$ drug1 ) respect to an initial price applicability ye> = ! select$ drug1 &1 z applicable1 9 r5egotiat+ ! maximum fair price = su* drug1 ) respect to a subsequ5t ye> dur+ ! price applicability p]iod = su* drug1 ! ,secret>y %all n (f] 7or agree to a c\nt](f] =7 a maximum fair price = ! select$ drug t-- 7i7 exce$s ! ceil+ det]m9$ "u subsection 7c7 = ! select$ drug & ye>2 or 7ii7 z applicable1 is less ?an ! floor det]m9$ "u subsection 7d7 = ! select$ drug & ye>4 7,g7 ,treatm5t ( det]m9ation ,! e/abli%m5t ( a maximum fair price "u ?is section is n subject to adm9i/rative or judicial review4 7c7 ,ceil+ = maximum fair price 7#a7 ,9 g5]al ,! maximum fair price negotiat$ "u ?is section = a select$ drug1 ) respect to ! fir/ ye> ( ! price applicability p]iod ) respect to su* drug1 %all n exce$ ! applicable p]c5t describ$ 9 p>agraph 7#b71 ) respect to su* drug1 ( ! foll[+3 7,a7 ,initial price applicability ye> #bjbe ,9 ! case ( a select$ drug ) respect to :i* su* initial price applicability ye> is #bjbe1 ! av]age ( ! non-,f$]al av]age manufactur] price = su* drug = ! fir/ #c cal5d> qu>t]s ( #bjba 7or1 9 ! case t !re is n a non-,f$]al av]age manufactur] price available = su* drug = any ( su* fir/ #c cal5d> qu>t]s ( #bjba1 = ! fir/ full ye> foll[+ ! m>ket entry = su* drug71 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7all items2 ,unit$ ,/ates city av]age7 f ,septemb] #bjba 7or su* fir/ full ye> foll[+ ! m>ket entry71 z applicable1 to ! ye> prior to ! select$ drug publication date ) respect to su* initial price applicability ye>4 7,b7 ,initial price applicability ye> #bjbf & subsequ5t ye>s ,9 ! case ( a select$ drug ) respect to :i* su* initial price applicability ye> is #bjbf or a subsequ5t ye>1 ! l[] (-- 7i7 ! av]age ( ! non-,f$]al av]age manufactur] price = su* drug = ! fir/ #c cal5d> qu>t]s ( #bjba 7or1 9 ! case t !re is n a non-,f$]al av]age manufactur] price available = su* drug = any ( su* fir/ #c cal5d> qu>t]s ( #bjba1 = ! fir/ full ye> foll[+ ! m>ket entry = su* drug71 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7all items2 ,unit$ ,/ates city av]age7 f ,septemb] #bjba 7or su* fir/ full ye> foll[+ ! m>ket entry71 z applicable1 to ! ye> prior to ! select$ drug publication date ) respect to su* initial price applicability ye>2 or 7ii7 ! non-,f$]al av]age manufactur] price = su* drug = ! ye> prior to ! select$ drug publication date ) respect to su* initial price applicability ye>4 7#b7 ,applicable p]c5t describ$ ,= purposes ( p>agraph 7#a71 ! applicable p]c5t describ$ 9 ?is p>agraph is ! foll[+3 7,a7 ,%ort-monopoly drugs ,) respect to a select$ drug 7o!r ?an a po/-exclusivity drug & a long-monopoly drug71 #ge p]c5t4 7,b7 ,po/-exclusivity drugs ,) respect to a po/-exclusivity drug1 #fe p]c5t4 7,c7 ,long-monopoly drugs ,) respect to a long-monopoly drug1 #dj p]c5t4 7#c7 ,po/-exclusivity drug def9$ 7,a7 ,9 g5]al ,9 ?is "p1 subject to subp>agraph 7,b71 ! t]m po/-exclusivity drug means1 ) respect to an initial price applicability ye>1 a select$ drug = :i* at lea/ #ab ye>s1 b few] ?an #af ye>s1 h elaps$ s9ce ! date ( approval ( su* drug "u section #eje7;c7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or s9ce ! date ( lic5sure ( su* drug "u section #cea7;a7 ( ! ,public ,heal? ,s]vice ,act1 z applicable4 7,b7 ,exclusions ,! t]m po/-exclusivity drug %all n include any ( ! foll[+3 7i7 ,a vacc9e t is lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act & m>ket$ pursuant to su* section4 7ii7 ,a select$ drug t _h an agreem5t "u ?is "p ) ! ,secret>y prior to ! initial price applicability ye> #bjcj4 7,c7 ,cl>ification ,no?+ 9 subp>agraph 7,b77ii7 %all limit ! transition ( a select$ drug describ$ 9 p>agraph 7#b77;,a7 to a long-monopoly drug if ! select$ drug meets ! def9ition ( a long-monopoly drug4 7#d7 ,long-monopoly drug def9$ 7,a7 ,9 g5]al ,9 ?is "p1 subject to subp>agraph 7,b71 ! t]m long-monopoly drug means1 ) respect to an initial price applicability ye>1 a select$ drug = :i* at lea/ #af ye>s h elaps$ s9ce ! date ( approval ( su* drug "u section #eje7;c7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or s9ce ! date ( lic5sure ( su* drug "u section #cea7;a7 ( ! ,public ,heal? ,s]vice ,act1 z applicable4 7,b7 ,exclusion ,! t]m long-monopoly drug %all n include a vacc9e t is lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act & m>ket$ pursuant to su* section4 7#e7 ,non-,f$]al av]age manufactur] price ,9 ?is "p1 ! t]m non-,f$]al av]age manufactur] price has ! mean+ giv5 su* t]m 9 section #habf7;h77#e7 ( title #ch1 ,unit$ ,/ates ,code4 7d7 ,tempor>y floor = small biote* drugs ,9 ! case ( a select$ drug t is a qualify+ s+le s\rce drug describ$ 9 section #aaib7;d77#b7 & ) respect to :i* ! fir/ initial price applicability ye> ( ! price applicability p]iod ) respect to su* drug is #bjbh or #bjbi1 ! maximum fair price negotiat$ "u ?is section = su* drug = su* initial price applicability ye> may n be less ?an #ff p]c5t ( ! av]age ( ! non-,f$]al av]age manufactur] price = su* drug 7z def9$ & appli$ 9 subsection 7c77#d77 = ! fir/ #c cal5d> qu>t]s ( #bjba 7or1 9 ! case t !re is n a non-,f$]al av]age manufactur] price available = su* drug = any ( su* fir/ #c cal5d> qu>t]s ( #bjba1 = ! fir/ full ye> foll[+ ! m>ket entry = su* drug71 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7all items2 ,unit$ ,/ates city av]age7 f ,septemb] #bjba 7or su* fir/ full ye> foll[+ ! m>ket entry71 z applicable1 to ! ye> prior to ! select$ drug publication date ) respect to ! initial price applicability ye>4 7e7 ,consid]ations ,= purposes ( negotiat+ ! maximum fair price ( a select$ drug "u ?is "p ) ! manufactur] ( ! drug1 ! ,secret>y %all consid] ! foll[+ factors 7&1 ) respect to po/-exclusivity drugs & long-monopoly drugs1 %all n consid] factors o!r ?an ^? describ$ 9 subp>agraphs 7,b7 & 7,c7 ( p>agraph 7#a773 7#a7 ,manufactur]-specific in=mation ,! foll[+ in=mation1 ) respect to su* select$ drug1 includ+ z submitt$ by ! manufactur]3 7,a7 ,rese>* & developm5t co/s ( ! manufactur] = ! drug & ! ext5t to :i* ! manufactur] has rec\p$ rese>* & developm5t co/s4 7,b7 ,m>ket data = ! drug1 includ+ ! di/ribution ( sales across diff]5t programs & pur*as]s & project$ future rev5ues = ! drug4 7,c7 ,unit co/s ( production & di/ribution ( ! drug4 7,d7 ,prior ,f$]al f9ancial support = novel !rapeutic discov]y & developm5t ) respect to ! drug4 7,e7 ,data on pat5ts & on exi/+ & p5d+ exclusivity = ! drug4 7,f7 ,national sales data = ! drug4 7,g7 ,in=mation on cl9ical trials = ! drug4 7#b7 ,in=mation on unmet m$ical ne$s & alt]native treatm5ts ,! foll[+ in=mation1 ) respect to su* select$ drug3 7,a7 ,! ext5t to :i* ! drug repres5ts a !rapeutic advance z comp>$ to exi/+ !rapeutic alt]natives &1 to ! ext5t su* in=mation is available1 ! co/s ( su* exi/+ !rapeutic alt]natives4 7,b7 ,in=mation on approval by ! ,food & ,drug ,adm9i/ration ( alt]native drug products or biological products4 7,c7 ,in=mation on comp>ative effectiv5ess analysis = su* products1 tak+ into consid]ation ! effects ( su* products on specific populations1 su* z individuals ) disabilities1 ! eld]ly1 ! t]m9ally ill1 *ildr51 & o!r pati5t populations4 7,d7 ,! ext5t to :i* ! drug addresses unmet m$ical ne$s = a condition = :i* treatm5t or diagnosis is n address$ adequately by available !rapy4 ,9 consid]+ in=mation describ$ 9 subp>agraph 7,c71 ! ,secret>y %all n use evid5ce or f9d+s f comp>ative cl9ical effectiv5ess rese>* 9 a mann] t treats ext5d+ ! life ( an eld]ly1 disabl$1 or t]m9ally ill individual z ( l[] value ?an ext5d+ ! life ( an individual :o is y\ng]1 nondisabl$1 or n t]m9ally ill4 7#c7 ,additional in=mation ,in=mation submitt$ to ! ,secret>y1 9 accordance ) a process specifi$ by ! ,secret>y1 by o!r p>ties t are affect$ by ! e/abli%m5t ( a maximum fair price = ! select$ drug4 7f7 ,r5egotiation process 7#a7 ,9 g5]al ,9 ! case ( a r5egotiation-eligible drug 7z def9$ 9 p>agraph 7#b77 t is select$ "u p>agraph 7#c71 ! ,secret>y %all provide = a process ( r5egotiation 7= ye>s 7beg9n+ ) #bjbg7 dur+ ! price applicability p]iod1 ) respect to su* drug7 ( ! maximum fair price = su* drug consi/5t ) p>agraph 7#d74 7#b7 ,r5egotiation-eligible drug def9$ ,9 ?is section1 ! t]m r5egotiation-eligible drug means a select$ drug t is any ( ! foll[+3 7,a7 ,addition ( new indication ,a select$ drug = :i* a new indication is add$ to ! drug4 7,b7 ,*ange ( /atus to a po/-exclusivity drug ,a select$ drug t is describ$ 9 section #aaib7;d77#a77;,a7 t-- 7i7 is n a po/-exclusivity drug or a long-monopoly drug2 & 7ii7 = :i* !re is a *ange 9 /atus to t ( a po/-exclusivity drug4 7,c7 ,*ange ( /atus to a long-monopoly drug ,a select$ drug t is describ$ 9 section #aaib7;d77#a77;,a7 t-- 7i7 is n a long-monopoly drug2 & 7ii7 = :i* !re is a *ange 9 /atus to t ( a long-monopoly drug4 7,d7 ,mat]ial *anges ,a select$ drug = :i* ! ,secret>y det]m9es !re has be5 a mat]ial *ange ( factors describ$ 9 p>agraph 7#a7 or 7#b7 ( subsection 7e74 7#c7 ,selection ( drugs = r5egotiation ,ea* ye> ! ,secret>y %all select among r5egotiation-eligible drugs = r5egotiation z foll[s3 7,a7 ,all po/-exclusivity negotiation-eligible drugs ,! ,secret>y %all select all r5egotiation-eligible drugs describ$ 9 p>agraph 7#b77;,b74 7,b7 ,all long-monopoly negotiation-eligible drugs ,! ,secret>y %all select all r5egotiation-eligible drugs describ$ 9 p>agraph 7#b77;,c74 7,c7 ,rema9+ drugs ,among ! rema9+ r5egotiation-eligible drugs describ$ 9 subp>agraphs 7,a7 & 7,d7 ( p>agraph 7#b71 ! ,secret>y %all select r5egotiation-eligible drugs = :i* ! ,secret>y expects r5egotiation is likely to result 9 a significant *ange 9 ! maximum fair price o!rwise negotiat$4 7#d7 ,r5egotiation process ,! ,secret>y %all specify ! process = r5egotiation ( maximum fair prices ) ! manufactur] ( a r5egotiation-eligible drug select$ = r5egotiation "u ?is subsection4 ,su* process %all1 to ! ext5t practicable1 be consi/5t ) ! me?odology & process e/abli%$ "u subsection 7b7 & 9 accordance ) subsections 7c7 & 7d71 & = purposes ( apply+ subsections 7c7 & 7d71 ! ref]5ce to ! fir/ initial price applicability ye> ( ! price applicability p]iod ) respect to su* drug %all be treat$ z ! fir/ initial price applicability ye> ( su* p]iod = :i* ! maximum fair price e/abli%$ pursuant to su* r5egotiation applies1 includ+ = apply+ subsection 7c77#b77;,b7 9 ! case ( r5egotiation-eligible drugs describ$ 9 p>agraph 7#c77;,a7 ( ?is subsection & subsection 7c77#b77;,c7 9 ! case ( r5egotiation-eligible drugs describ$ 9 p>agraph 7#c77;,b7 ( ?is subsection4 7#e7 ,cl>ification ,a r5egotiation-eligible drug = :i* ! ,secret>y makes a det]m9ation describ$ 9 section #aaib7;c77#a7 be=e or dur+ ! p]iod ( r5egotiation %all n be subject to ! r5egotiation process "u ?is section4 7#f7 ,no adm9i/rative or judicial review ,! det]m9ation ( r5egotiation-eligible drugs "u p>agraph 7#b7 & ! selection ( r5egotiation-eligible drugs "u p>agraph 7#c7 are n subject to adm9i/rative or judicial review4 7g7 ,reque/ = in=mation ,= purposes ( negotiat+ &1 z applicable1 r5egotiat+ 7includ+ = purposes ( det]m9+ :e!r to r5egotiate7 ! maximum fair price ( a select$ drug "u ?is "p ) ! manufactur] ( ! drug1 ) respect to a price applicability p]iod1 & o!r relevant data = purposes ( ?is section-- 7#a7 ! ,secret>y %all1 n lat] ?an ! select$ drug publication date ) respect to ! initial price applicability ye> ( su* p]iod1 reque/ drug pric+ in=mation f ! manufactur] ( su* select$ drug1 includ+ in=mation describ$ 9 subsection 7e77#a72 & 7#b7 by n lat] ?an ,m>* #a foll[+ ! select$ drug publication date1 ! manufactur] ( su* select$ drug %all submit to ! ,secret>y su* reque/$ in=mation 9 su* =m & mann] z ! ,secret>y requires4 ,! ,secret>y %all reque/1 f ! manufactur] or o!rs1 all additional in=mation ne$$ to c>ry out ! negotiation & r5egotiation process "u ?is section4 7h7 ,cl>ification ,9 no case %all ! maximum fair price negotiat$ "u ?is section = a select$ drug t is a qualify+ s+le s\rce drug describ$ 9 subp>agraph 7,a7 or 7,b7 ( section #aaib7;e77#a7 apply be=e-- 7#a7 9 ! case ! select$ drug is a qualify+ s+le s\rce drug describ$ 9 su* subp>agraph 7,a71 ! date t is #i ye>s aft] ! date on :i* ! drug 0 approv$ "u section #eje7;c7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act2 & 7#b7 9 ! case ! select$ drug is a qualify+ s+le s\rce drug describ$ 9 su* subp>agraph 7,b71 ! date t is #ac ye>s aft] ! date on :i* ! drug 0 lic5s$ "u section #cea7;a7 ( ! ,public ,heal? ,s]vice ,act4 7i7 ,implem5tation = #bjbe & #bjbf ,not)/&+ any o!r provision ( ?is "p1 ! ,secret>y %all implem5t ?is section = #bjbe & #bjbf by program in/ruction or o!rwise4 #aaie4 ,publication ( maximum fair prices 7a7 ,9 g5]al ,) respect to an initial price applicability ye> & a select$ drug ) respect to su* ye>-- 7#a7 n lat] ?an ,novemb] #ae ( ! ye> t is #b ye>s prior to su* initial price applicability ye>1 ! ,secret>y %all publi% on ,,cms4gov ! maximum fair price = su* drug negotiat$ "u ?is "p ) ! manufactur] ( su* drug2 7#b7 n lat] ?an ,novemb] #cj ( ! ye> t is #b ye>s prior to su* initial price applicability ye>1 ! ,secret>y %all publi% 9 ! ,f$]al ,regi/] ! maximum fair price = su* drug describ$ 9 p>agraph 7#a72 & 7#c7 n lat] ?an ,m>* #a ( ! ye> prior to su* initial price applicability ye>1 ! ,secret>y %all publi% 9 ! ,f$]al ,regi/]1 subject to section #aaic7;c7 & bas$ on ! consid]ations z describ$ 9 section #aaid7;e71 ! explanation = ! maximum fair price = su* drug describ$ 9 p>agraphs 7#a7 & 7#b74 7b7 ,updates 7#a7 ,subsequ5t ye> maximum fair prices ,= a select$ drug1 = ea* ye> subsequ5t to fir/ initial price applicability ye> ( ! price applicability p]iod ) respect to su* drug1 ) respect to :i* an agreem5t = su* drug is 9 effect "u section #aaic1 n lat] ?an ,novemb] #cj ( ! ye> t is #b ye>s prior to su* subsequ5t ye>1 ! ,secret>y %all publi% 9 ! ,f$]al ,regi/] ! maximum fair price applicable to su* drug & ye>1 :i* %all be-- 7,a7 subject to subp>agraph 7,b71 ! am\nt equal to ! maximum fair price publi%$ = su* drug = ! previ\s ye>1 increas$ by ! annual p]c5tage increase 9 ! consum] price index = all urban consum]s 7all items2 ,u4,s4 city av]age7 z ( ,septemb] ( su* previ\s ye>2 or 7,b7 9 ! case ! maximum fair price = su* drug 0 r5egotiat$1 = ! fir/ ye> = :i* su* price z s r5egotiat$ applies1 su* r5egotiat$ maximum fair price4 7#b7 ,prices negotiat$ aft] deadl9e ,9 ! case ( a select$ drug ) respect to an initial price applicability ye> = :i* ! maximum fair price is det]m9$ "u ?is "p aft] ! date ( publication "u ?is section1 ! ,secret>y %all publi% su* maximum fair price 9 ! ,f$]al ,regi/] by n lat] ?an #cj days aft] ! date su* maximum price is s det]m9$4 #aaif4 ,adm9i/rative duties2 coord9ation provisions 7a7 ,adm9i/rative duties 7#a7 ,9 g5]al ,= purposes ( section #aaia1 ! adm9i/rative duties describ$ 9 ?is section are ! foll[+3 7,a7 ,! e/abli%m5t ( proc$ures to ensure t ! maximum fair price = a select$ drug is appli$ be=e-- 7i7 any cov]age or f9ancial assi/ance "u o!r heal? b5efit plans or programs t provide cov]age or f9ancial assi/ance = ! pur*ase or provision ( prescription drug cov]age on behalf ( maximum fair price eligible individuals2 & 7ii7 any o!r disc\nts4 7,b7 ,! e/abli%m5t ( proc$ures to compute & apply ! maximum fair price across diff]5t /r5g?s & dosage =ms ( a select$ drug & n bas$ on ! specific =mulation or package size or package type ( ! drug4 7,c7 ,! e/abli%m5t ( proc$ures to c>ry out ! provisions ( ?is "p1 z applicable1 ) respect to-- 7i7 maximum fair price eligible individuals :o are enroll$ "u a prescription drug plan "u "p ,d ( title ,,xviii or an ,,ma-,,pd plan "u "p ,c ( su* title2 & 7ii7 maximum fair price eligible individuals :o are enroll$ "u "p ,b ( su* title1 includ+ :o are enroll$ "u an ,,ma plan "u "p ,c ( su* title4 7,d7 ,! e/abli%m5t ( a negotiation process & r5egotiation process 9 accordance ) section #aaid1 includ+ a process = acquir+ in=mation describ$ 9 subsection 7e7 ( su* section4 7,e7 ,! e/abli%m5t ( an onl9e portal :i* manufactur]s %all be requir$ to use to submit in=mation describ$ 9 section #aaid7;b77#b77;,a74 7,f7 ,! %>+ ) ! ,secret>y ( ! ,treasury ( su* in=mation z is necess>y to det]m9e ! tax impos$ by section #daib ( ! ,int]nal ,rev5ue ,code ( #aihf 7relat+ to en=cem5t ( ?is "p74 7,g7 ,! e/abli%m5t ( an atte/ation & v]ification process = purposes ( apply+ section #aaib7;d77#b77;,b74 7#b7 ,monitor+ compliance ,! ,secret>y %all monitor compliance by a manufactur] ) ! t]ms ( an agreem5t "u section #aaic1 includ+ by e/abli%+ a me*anism ?r\gh :i* violations ( su* t]ms %all be report$4 7b7 ,implem5tation = #bjbe & #bjbf ,not)/&+ any o!r provision ( ?is "p1 ! ,secret>y %all implem5t ?is section = #bjbe & #bjbf by program in/ruction or o!rwise4 #aaig4 ,civil monet>y p5alty 7a7 ,violations relat+ to (f]+ ( maximum fair price ,any manufactur] ( a select$ drug t has ent]$ into an agreem5t "u section #aaic1 ) respect to a ye> dur+ ! price applicability p]iod ) respect to su* drug1 t does n provide access to a price t is n m ?an ! maximum fair price 7or a less] price7 = su* drug = su* ye>-- 7#a7 to a maximum fair price eligible individual :o ) respect to su* drug is describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a7 & :o is disp5s$ su* drug dur+ su* ye> 7& to ph>macies1 mail ord] s]vices1 & o!r disp5s]s1 ) respect to su* maximum fair price eligible individuals :o are disp5s$ su* drugs72 or 7#b7 to a hospital1 physician1 or o!r provid] ( s]vices or suppli] ) respect to maximum fair price eligible individuals :o ) respect to su* drug is describ$ 9 subp>agraph 7,b7 ( su* section & is furni%$ or adm9i/]$ su* drug by su* hospital1 physician1 or provid] or suppli] dur+ su* ye>2 %all be subject to a civil monet>y p5alty equal to t5 times ! am\nt equal to ! product ( ! numb] ( units ( su* drug s furni%$1 disp5s$1 or adm9i/]$ dur+ su* ye> & ! diff]5ce betwe5 ! price = su* drug made available = su* ye> by su* manufactur] ) respect to su* individual or hospital1 physician1 provid] ( s]vices1 or suppli] & ! maximum fair price = su* drug = su* ye>4 7b7 ,violations ( c]ta9 t]ms ( agreem5t ,any manufactur] ( a select$ drug t has ent]$ into an agreem5t "u section #aaic1 ) respect to a ye> dur+ ! price applicability p]iod ) respect to su* drug1 t is 9 violation ( a requirem5t impos$ pursuant to section #aaic7;a77#e71 includ+ ! requirem5t to submit in=mation pursuant to section #aaic7;a77#d71 %all be subject to a civil monet>y p5alty equal to #a1jjj1jjj = ea* day ( su* violation4 7c7 ,false in=mation ,any manufactur] t kn[+ly provides false in=mation = ! atte/ation process or v]ification process e/abli%$ pursuant to section #aaif7;a77#a77;,h71 %all be subject to a civil monet>y p5alty equal to #ajj1jjj1jjj = ea* item ( su* false in=mation4 7d7 ,application ,! provisions ( section #aabh;,a 7o!r ?an subsections 7a7 & 7b77 %all apply to a civil monet>y p5alty "u ?is section 9 ! same mann] z su* provisions apply to a p5alty or proce$+ "u section #aabh;,a7a74 4 7b7 ,application ( maximum fair prices & con=m+ am5dm5ts 7#a7 ,"u ,m$ic>e 7,a7 ,application to paym5ts "u "p ,b ,section #ahdg;,a7b77#a77;,b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c;a7b77#a77;,b77 is am5d$ by ins]t+ or 9 ! case ( su* a drug or biological t is a select$ drug 7z ref]r$ to 9 section #aaib7;c771 ) respect to a price applicability p]iod 7z def9$ 9 section #aaia7;b77#b771 #ajf p]c5t ( ! maximum fair price 7z def9$ 9 section #aaia7;c77#b77 applicable = su* drug & a ye> dur+ su* p]iod aft] p>agraph 7#d74 7,b7 ,application "u ,,ma ( co/-%>+ = "p ,b drugs bas$ (f ( negotiat$ price ,section #aheb7;a77#a77;,b77iv7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#bb7;a77#a77;,b77iv77 is am5d$-- 7i7 by r$esignat+ subclause 7,,vii7 z subclause 7,,viii72 & 7ii7 by ins]t+ aft] subclause 7,,vi7 ! foll[+ subclause3 7,,vii7 ,a drug or biological t is a select$ drug 7z ref]r$ to 9 section #aaib7;c774 4 7,c7 ,exception to "p ,d non-int]f]5ce ,section #ahfj;,d-#aa7;i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aaa7;i77 is am5d$-- 7i7 9 p>agraph 7#a71 by /rik+ & at ! end2 7ii7 9 p>agraph 7#b71 by /rik+ or in/itute a price /ructure = ! reimbursem5t ( cov]$ "p ,d drugs & ins]t+ = cov]$ "p ,d drugs2 &2 & 7iii7 by add+ at ! end ! foll[+3 7#c7 may n in/itute a price /ructure = ! reimbursem5t ( cov]$ "p ,d drugs1 except z provid$ "u "p ,e ( title ,,xi4 4 7,d7 ,application z negotiat$ price "u "p ,d ,section #ahfj;,d-#b7;d77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb7;d77#a77 is am5d$-- 7i7 9 subp>agraph 7,b71 by ins]t+ 1 subject to subp>agraph 7,d71 aft] negotiat$ prices2 & 7ii7 by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,application ( maximum fair price = select$ drugs ,9 apply+ ?is section1 9 ! case ( a cov]$ "p ,d drug t is a select$ drug 7z ref]r$ to 9 section #aaib7;c771 ) respect to a price applicability p]iod 7z def9$ 9 section #aaia7;b77#b771 ! negotiat$ prices us$ = paym5t 7z describ$ 9 ?is subsection7 %all be no great] ?an ! maximum fair price 7z def9$ 9 section #aaia7;c77#b77 = su* drug & = ea* ye> dur+ su* p]iod plus any disp5s+ fees = su* drug4 4 7,e7 ,cov]age ( select$ drugs ,section #ahfj;,d-#d7;b77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajd7;b77#c77 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,i7 ,requir$ inclusion ( select$ drugs ,= #bjbe & ea* subsequ5t ye>1 ! ,,pdp sponsor (f]+ a prescription drug plan %all include ea* cov]$ "p ,d drug t is a select$ drug "u section #aaib = :i* an agreem5t = su* drug is 9 effect "u section #aaic ) respect to ! ye>4 4 7,f7 ,in=mation f prescription drug plans & ,,ma-,,pd plans requir$ 7i7 ,prescription drug plans ,section #ahfj;,d-#ab7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aab7;b77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,provision ( in=mation relat$ to maximum fair prices ,ea* contract ent]$ into ) a ,,pdp sponsor "u ?is "p ) respect to a prescription drug plan (f]$ by su* sponsor %all require ! sponsor to provide in=mation to ! ,secret>y z reque/$ by ! ,secret>y 9 accordance ) section #aaid7;g74 4 7ii7 ,,ma-,,pd plans ,section #aheg7;f77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#bg7;f77#c77 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,e7 ,provision ( in=mation relat$ to maximum fair prices ,section #ahfj;,d-#ab7;b77#h74 4 7#b7 ,drug price negotiation program prices includ$ 9 be/ price ,section #aibg7;c77#a77;,c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7;c77#a77;,c77 is am5d$-- 7,a7 9 clause 7i77,,vi71 by /rik+ any prices *>g$ & ins]t+ subject to clause 7ii77,v71 any prices *>g$2 & 7,b7 9 clause 7ii7-- 7i7 9 subclause 7,,iii71 by /rik+ at ! end 2 &2 7ii7 9 subclause 7,,iv71 by /rik+ at ! end ! p]iod & ins]t+ 2 &2 & 7iii7 by add+ at ! end ! foll[+ new subclause3 7,v7 9 ! case ( a rebate p]iod & a cov]$ outpati5t drug t is a select$ drug 7z ref]r$ to 9 section #aaib7;c77 dur+ su* rebate p]iod1 %all be inclusive ( ! maximum fair price 7z def9$ 9 section #aaia7;c77#b77 = su* drug ) respect to su* p]iod4 4 #acijjb4 ,select$ drug manufactur] excise tax impos$ dur+ noncompliance p]iods 7a7 ,9 g5]al ,*apt] #cb ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new sub*apt]3 ,e ,o!r items ,sec4 #daib4 ,select$ drugs dur+ noncompliance p]iods4 #daib4 ,select$ drugs dur+ noncompliance p]iods 7a7 ,9 g5]al ,!re is h]eby impos$ on ! sale by ! manufactur]1 produc]1 or import] ( any select$ drug dur+ a day describ$ 9 subsection 7b7 a tax 9 an am\nt su* t ! applicable p]c5tage is equal to ! ratio (-- 7#a7 su* tax1 divid$ by 7#b7 ! sum ( su* tax & ! price = :i* s sold4 7b7 ,noncompliance p]iods ,a day is describ$ 9 ?is subsection ) respect to a select$ drug if x is a day dur+ "o ( ! foll[+ p]iods3 7#a7 ,! p]iod beg9n+ on ! ,m>* #a/ imm$iately foll[+ ! select$ drug publication date & end+ on ! fir/ date dur+ :i* ! manufactur] ( ! drug has 9 place an agreem5t describ$ 9 subsection 7a7 ( section #aaic ( ! ,social ,security ,act ) respect to su* drug4 7#b7 ,! p]iod beg9n+ on ! ,novemb] #bnd imm$iately foll[+ ! ,m>* #a/ describ$ 9 p>agraph 7#a7 & end+ on ! fir/ date dur+ :i* ! manufactur] ( ! drug & ! ,secret>y h agre$ to a maximum fair price "u su* agreem5t4 7#c7 ,9 ! case ( a select$ drug ) respect to :i* ! ,secret>y ( ,heal? & ,human ,s]vices has specifi$ a r5egotiation p]iod "u su* agreem5t1 ! p]iod beg9n+ on ! fir/ date aft] ! la/ date ( su* r5egotiation p]iod & end+ on ! fir/ date dur+ :i* ! manufactur] ( ! drug has agre$ to a r5egotiat$ maximum fair price "u su* agreem5t4 7#d7 ,) respect to in=mation t is requir$ to be submitt$ to ! ,secret>y ( ,heal? & ,human ,s]vices "u su* agreem5t1 ! p]iod beg9n+ on ! date on :i* su* ,secret>y c]tifies t su* in=mation is ov]due & end+ on ! date t su* in=mation is s submitt$4 7c7 ,applicable p]c5tage ,= purposes ( ?is section1 ! t]m applicable p]c5tage means-- 7#a7 9 ! case ( sales ( a select$ drug dur+ ! fir/ #ij days describ$ 9 subsection 7b7 ) respect to su* drug1 #fe p]c5t1 7#b7 9 ! case ( sales ( su* drug dur+ ! #ia/ day ?r\gh ! #ahj? day describ$ 9 subsection 7b7 ) respect to su* drug1 #ge p]c5t1 7#c7 9 ! case ( sales ( su* drug dur+ ! #aha/ day ?r\gh ! #bgj? day describ$ 9 subsection 7b7 ) respect to su* drug1 #he p]c5t1 & 7#d7 9 ! case ( sales ( su* drug dur+ any subsequ5t day1 #ie p]c5t4 7d7 ,select$ drug ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m select$ drug means any select$ drug 7)9 ! mean+ ( section #aaib ( ! ,social ,security ,act7 :i* is manufactur$ or produc$ 9 ! ,unit$ ,/ates or ent]$ into ! ,unit$ ,/ates = consumption1 use1 or w>eh\s+4 7#b7 ,unit$ ,/ates ,! t]m ,unit$ ,/ates has ! mean+ giv5 su* t]m by section #dfab7;a77#d74 7#c7 ,coord9ation ) rules = possessions ( ! ,unit$ ,/ates ,rules simil> to ! rules ( p>agraphs 7#b7 & 7#d7 ( section #dacb7;c7 %all apply = purposes ( ?is section4 7e7 ,o!r def9itions ,= purposes ( ?is section1 ! t]ms select$ drug publication date & maximum fair price h ! mean+ giv5 su* t]ms 9 section #aaia ( ! ,social ,security ,act4 7f7 ,anti-,abuse rule ,9 ! case ( a sale :i* 0 tim$ = ! purpose ( avoid+ ! tax impos$ by ?is section1 ! ,secret>y may treat su* sale z occurr+ dur+ a day describ$ 9 subsection 7b74 4 7b7 ,no d$uction = excise tax paym5ts ,section #bge7;a77#f7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by ins]t+ or by section #daib be=e ! p]iod at ! end4 7c7 ,c]ta9 exemptions f tax n applicable 7#a7 ,section #dbba7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+3 ,9 ! case ( ! tax impos$ by section #daib1 p>agraphs 7#c71 7#d71 7#e71 & 7#f7 %all n apply44 7#b7 ,section #fdaf7;b77#b7 ( su* ,code is am5d$ by add+ at ! end ! foll[+3 ,9 ! case ( ! tax impos$ by section #daib1 subp>agraphs 7,b71 7,c71 7,d71 & 7,e7 %all n apply44 7d7 ,cl]ical am5dm5t ,! table ( sub*apt]s = *apt] #cb ( su* ,code is am5d$ by add+ at ! end ! foll[+ new item3 ,sub*apt] ,e4 ,o!r items 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply to sales aft] ! date ( ! enactm5t ( ?is ,act4 #acijjc4 ,fund+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until exp5d$-- 7#a7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjbb2 7#b7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjbc2 7#c7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjbd2 7#d7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjbe2 7#e7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjbf2 7#f7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjbg2 7#g7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjbh2 7#h7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjbi2 7#i7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjcj2 & 7#aj7 #cjj1jjj1jjj to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is "p 9 fiscal ye> #bjca4 #b ,prescription ,drug ,inflation ,rebates #aciaja4 ,m$ic>e "p ,b rebate by manufactur]s 7a7 ,9 g5]al ,section #ahdg;,a ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c;a7 is am5d$-- 7#a7 by r$esignat+ subsection 7h7 z subsection 7i7 & by ins]t+ aft] subsection 7g7 ! foll[+ subsection3 7h7 ,rebate by manufactur]s = s+le s\rce drugs & biologicals ) prices increas+ fa/] ?an inflation 7#a7 ,requirem5ts 7,a7 ,secret>ial provision ( in=mation ,n lat] ?an #f mon?s aft] ! end ( ea* cal5d> qu>t] beg9n+ on or aft] ,july #a1 #bjbc1 ! ,secret>y %all1 = ea* "p ,b rebatable drug1 report to ea* manufactur] ( su* "p ,b rebatable drug ! foll[+ = su* cal5d> qu>t]3 7i7 ,in=mation on ! total numb] ( bill+ units ( ! bill+ & paym5t code describ$ 9 subp>agraph 7,a77i7 ( p>agraph 7#c7 ) respect to su* drug & cal5d> qu>t]4 7ii7 ,in=mation on ! am\nt 7if any7 ( ! excess av]age sales price increase describ$ 9 subp>agraph 7,a77ii7 ( su* p>agraph = su* drug & cal5d> qu>t]4 7iii7 ,! rebate am\nt specifi$ "u su* p>agraph = su* "p ,b rebatable drug & cal5d> qu>t]4 7,b7 ,manufactur] requirem5t ,= ea* cal5d> qu>t] beg9n+ on or aft] ,july #a1 #bjbc1 ! manufactur] ( a "p ,b rebatable drug %all1 = su* drug1 n lat] ?an #cj days aft] ! date ( receipt f ! ,secret>y ( ! in=mation describ$ 9 subp>agraph 7,a7 = su* cal5d> qu>t]1 provide to ! ,secret>y a rebate t is equal to ! am\nt specifi$ 9 p>agraph 7#c7 = su* drug = su* cal5d> qu>t]4 7#b7 ,"p ,b rebatable drug def9$ 7,a7 ,9 g5]al ,9 ?is subsection1 ! t]m "p ,b rebatable drug means a s+le s\rce drug or biological 7z def9$ 9 subp>agraph 7,d7 ( subsection 7c77#f771 includ+ a biosimil> biological product 7z def9$ 9 subp>agraph 7,h7 ( su* subsection7 b exclud+ a qualify+ biosimil> biological product 7z def9$ 9 subsection 7b77#h77;,b77iii771 t w\ld be payable "u ?is "p if su* drug 7 furni%$ to an individual enroll$ "u ?is "p1 except su* t]m %all n include su* a drug or biological-- 7i7 if1 z det]m9$ by ! ,secret>y1 ! av]age total all[$ *>ges = su* drug or biological "u ?is "p = a ye> p] individual t uses su* a drug or biological are less ?an1 subject to subp>agraph 7,b71 #ajj2 or 7ii7 t is a vacc9e describ$ 9 subp>agraph 7,a7 or 7,b7 ( section #ahfa7s77#aj74 7,b7 ,increase ,! doll> am\nt appli$ "u subp>agraph 7,a77i7-- 7i7 = #bjbd1 %all be ! doll> am\nt specifi$ "u su* subp>agraph = #bjbc1 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! #ab-mon? p]iod end+ ) ,june ( ! previ\s ye>2 & 7ii7 = a subsequ5t ye>1 %all be ! doll> am\nt specifi$ 9 ?is clause 7or clause 7i77 = ! previ\s ye> 7)\t application ( subp>agraph 7,c771 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! #ab-mon? p]iod end+ ) ,june ( ! previ\s ye>4 7,c7 ,r\nd+ ,any doll> am\nt det]m9$ "u subp>agraph 7,b7 t is n a multiple ( #aj %all be r\nd$ to ! ne>e/ multiple ( #aj4 7#c7 ,rebate am\nt 7,a7 ,9 g5]al ,= purposes ( p>agraph 7#a71 ! am\nt specifi$ 9 ?is p>agraph = a "p ,b rebatable drug assign$ to a bill+ & paym5t code = a cal5d> qu>t] is1 subject to subp>agraphs 7,b7 & 7,g7 & p>agraph 7#d71 ! am\nt equal to ! product (-- 7i7 ! total numb] ( bill+ units det]m9$ "u subp>agraph 7,b7 = ! bill+ & paym5t code ( su* drug2 & 7ii7 ! am\nt 7if any7 by :i*-- 7,i7 ! am\nt equal to-- 7aa7 9 ! case ( a "p ,b rebatable drug describ$ 9 p>agraph 7#a77;,b7 ( section #ahdg;,a7b71 #ajf p]c5t ( ! am\nt det]m9$ "u p>agraph 7#d7 ( su* section = su* drug dur+ ! cal5d> qu>t]2 or 7bb7 9 ! case ( a "p ,b rebatable drug describ$ 9 p>agraph 7#a77;,c7 ( su* section1 ! paym5t am\nt "u su* p>agraph = su* drug dur+ ! cal5d> qu>t]2 exce$s 7,,ii7 ! inflation-adju/$ paym5t am\nt det]m9$ "u subp>agraph 7,c7 = su* "p ,b rebatable drug dur+ ! cal5d> qu>t]4 7,b7 ,total numb] ( bill+ units ,= purposes ( subp>agraph 7,a77i71 ! total numb] ( bill+ units ) respect to a "p ,b rebatable drug is det]m9$ z foll[s3 7i7 ,det]m9e ! total numb] ( units equal to-- 7,i7 ! total numb] ( units1 z report$ "u subsection 7c77#a77;,b7 = ea* ,national ,drug ,code ( su* drug dur+ ! cal5d> qu>t] t is two cal5d> qu>t]s prior to ! cal5d> qu>t] z describ$ 9 subp>agraph 7,a71 m9us 7,,ii7 ! total numb] ( units ) respect to ea* ,national ,drug ,code ( su* drug = :i* paym5t 0 made "u a ,/ate plan "u title ,,xix 7or waiv] ( su* plan71 z report$ by ,/ates "u section #aibg7;b77#b77;,a7 = ! rebate p]iod t is ! same cal5d> qu>t] z describ$ 9 subclause 7,i74 7ii7 ,conv]t ! units det]m9$ "u clause 7i7 to bill+ units = ! bill+ & paym5t code ( su* drug1 us+ a me?odology simil> to ! me?odology us$ "u ?is section1 by divid+ ! units det]m9$ "u clause 7i7 = ea* ,national ,drug ,code ( su* drug by ! bill+ unit = ! bill+ & paym5t code ( su* drug4 7iii7 ,compute ! sum ( ! bill+ units = ea* ,national ,drug ,code ( su* drug 9 clause 7ii74 7,c7 ,det]m9ation ( inflation-adju/$ paym5t am\nt ,! inflation-adju/$ paym5t am\nt det]m9$ "u ?is subp>agraph = a "p ,b rebatable drug = a cal5d> qu>t] is-- 7i7 ! paym5t am\nt = ! bill+ & paym5t code = su* drug 9 ! paym5t am\nt b5*m>k qu>t] 7z def9$ 9 subp>agraph 7,d772 increas$ by 7ii7 ! p]c5tage by :i* ! rebate p]iod ,,cpi-,u 7z def9$ 9 subp>agraph 7,f77 = ! cal5d> qu>t] exce$s ! b5*m>k p]iod ,,cpi-,u 7z def9$ 9 subp>agraph 7,e774 7,d7 ,paym5t am\nt b5*m>k qu>t] ,! t]m paym5t am\nt b5*m>k qu>t] means ! cal5d> qu>t] imm$iately prior to ! cal5d> qu>t] beg9n+ ,octob] #a1 #bjba4 7,e7 ,b5*m>k p]iod ,,cpi-,u ,! t]m b5*m>k p]iod ,,cpi-,u means ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! la/ mon? ( ! cal5d> qu>t] beg9n+ ,octob] #a1 #bjba4 7,f7 ,rebate p]iod ,,cpi-,u ,! t]m rebate p]iod ,,cpi-,u means1 ) respect to a cal5d> qu>t] describ$ 9 subp>agraph 7,c71 ! great] ( ! b5*m>k p]iod ,,cpi-,u & ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! fir/ mon? ( ! cal5d> qu>t] t is two cal5d> qu>t]s prior to su* describ$ cal5d> qu>t]4 7,g7 ,exemption = %ortages & sev]e supply *a9 disruptions ,! ,secret>y %all r$uce or waive ! am\nt "u subp>agraph 7,a7 ) respect to a "p ,b rebatable drug t is describ$ z curr5tly 9 %ortage on ! %ortage li/ 9 effect "u section #ejf;,e ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or 9 ! case ( a biosimil> biological product1 :5 ! ,secret>y det]m9es !re are sev]e supply *a9 disruptions4 7#d7 ,special treatm5t ( c]ta9 drugs & exemption 7,a7 ,subsequ5tly approv$ drugs ,9 ! case ( a "p ,b rebatable drug fir/ approv$ or lic5s$ by ! ,food & ,drug ,adm9i/ration aft] ,m>* #a1 #bjba1 clause 7i7 ( p>agraph 7#c77;,c7 %all be appli$ z if ! t]m paym5t am\nt b5*m>k qu>t] 7 def9$ "u p>agraph 7#c77;,d7 z ! ?ird full cal5d> qu>t] aft] ! day on :i* ! drug 0 fir/ m>ket$ & clause 7ii7 ( p>agraph 7#c77;,c7 %all be appli$ z if ! t]m b5*m>k p]iod ,,cpi-,u 7 def9$ "u p>agraph 7#c77;,e7 z if ! ref]5ce to ! la/ mon? ( ! cal5d> qu>t] imm$iately prior to ! cal5d> qu>t] beg9n+ ,octob] #a1 #bjba "u su* p>agraph 7 a ref]5ce to ! fir/ mon? ( ! fir/ full cal5d> qu>t] aft] ! day on :i* ! drug 0 fir/ m>ket$4 7,b7 ,timel9e = provision ( rebates = subsequ5tly approv$ drugs ,9 ! case ( a "p ,b rebatable drug fir/ approv$ or lic5s$ by ! ,food & ,drug ,adm9i/ration aft] ,m>* #a1 #bjba1 p>agraph 7#a77;,b7 %all be appli$ z if ! ref]5ce to ,july #a1 #bjbc "u su* p>agraph 7 a ref]5ce to ! lat] ( ! #f? full cal5d> qu>t] aft] ! day on :i* ! drug 0 fir/ m>ket$ or ,july #a1 #bjbc4 7,d7 ,select$ drugs ,9 ! case ( a "p ,b rebatable drug t is a select$ drug 7z def9$ 9 section #aaib7;c77 = a price applicability p]iod 7z def9$ 9 section #aaia7;b77#b771 9 ! case su* drug is det]m9$ 7pursuant to su* section #aaib7;c77 to no long] be a select$ drug1 beg9n+ ! fir/ cal5d> qu>t] aft] ! price applicability p]iod ) respect to su* drug1 clause 7i7 ( p>agraph 7#c77;,c7 %all be appli$ z if ! t]m paym5t am\nt b5*m>k qu>t] 7 def9$ "u p>agraph 7#c77;,d7 z ! cal5d> qu>t] beg9n+ ,janu>y #a ( ! la/ ye> beg9n+ dur+ su* price applicability p]iod ) respect to su* select$ drug & clause 7ii7 ( p>agraph 7#c77;,c7 %all be appli$ z if ! t]m b5*m>k p]iod ,,cpi-,u 7 def9$ "u p>agraph 7#c77;,e7 z if ! ref]5ce to ! la/ mon? ( ! cal5d> qu>t] imm$iately prior to ! cal5d> qu>t] beg9n+ ,octob] #a1 #bjba "u su* p>agraph 7 a ref]5ce to ! ,m>* ( ! ye> prec$+ su* la/ ye>4 7#e7 ,application to b5efici>y co9surance ,9 ! case ( a "p ,b rebatable drug1 if ! paym5t am\nt describ$ 9 p>agraph 7#c77;,a77ii77,i7 7or1 9 ! case ( a "p ,b rebatable drug t is a select$ drug 7z def9$ 9 section #aaib7;c71 ! paym5t am\nt describ$ 9 subsection 7b77#a77;,b7 = su* drug7 = a cal5d> qu>t] exce$s ! inflation adju/$ paym5t = su* qu>t]-- 7,a7 9 comput+ ! am\nt ( any co9surance applicable "u ?is "p to an individual to :om su* drug is furni%$1 ! computation ( su* co9surance %all be equal to #bj p]c5t ( ! inflation-adju/$ paym5t am\nt det]m9$ "u p>agraph 7#c77;,c7 = su* "p ,b rebatable drug2 & 7,b7 ! am\nt ( su* co9surance = su* cal5d> qu>t]1 z comput$ "u subp>agraph 7,a71 %all be appli$ z a p]c5t1 z det]m9$ by ! ,secret>y1 to ! paym5t am\nt t w\ld o!rwise apply "u subp>agraphs 7,b7 or 7,c7 ( subsection 7b77#a74 7#f7 ,rebate deposits ,am\nts paid z rebates "u p>agraph 7#a77;,b7 %all be deposit$ into ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund e/abli%$ "u section #ahda4 7#g7 ,civil money p5alty ,if a manufactur] ( a "p ,b rebatable drug has fail$ to comply ) ! requirem5ts "u p>agraph 7#a77;,b7 = su* drug = a cal5d> qu>t]1 ! manufactur] %all be subject to1 9 accordance ) a process e/abli%$ by ! ,secret>y pursuant to regulations1 a civil money p5alty 9 an am\nt equal to at lea/ #abe p]c5t ( ! am\nt specifi$ 9 p>agraph 7#c7 = su* drug = su* cal5d> qu>t]4 ,! provisions ( section #aabh;,a 7o!r ?an subsections 7a7 7) respect to am\nts ( p5alties or additional assessm5ts7 & 7b77 %all apply to a civil money p5alty "u ?is p>agraph 9 ! same mann] z su* provisions apply to a p5alty or proce$+ "u section #aabh;,a7a74 2 & 7#b7 9 subsection 7i71 z r$esignat$ by p>agraph 7#a7-- 7,a7 9 p>agraph 7#d71 by /rik+ at ! end &2 7,b7 9 p>agraph 7#e71 by /rik+ at ! end ! p]iod & ins]t+ a semicolon2 & 7,c7 by add+ at ! end ! foll[+ new p>agraphs3 7#f7 ! det]m9ation ( units "u subsection 7h72 7#g7 ! det]m9ation ( :e!r a drug is a "p ,b rebatable drug "u subsection 7h72 7#h7 ! calculation ( ! rebate am\nt "u subsection 7h72 & 7#i7 ! computation ( co9surance "u subsection 7h77#e72 & 7#aj7 ! computation ( am\nts paid "u section #ahcc7;a77#a77;,,ee74 4 7b7 ,am\nts payable2 co/-,%>+ ,section #ahcc ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciel7 is am5d$-- 7#a7 9 subsection 7a77#a7-- 7,a7 9 subp>agraph 7,g71 by ins]t+ 1 subject to subsection 7i77#i71 aft] ! am\nts paid2 7,b7 9 subp>agraph 7,s71 by /rik+ ) respect to & ins]t+ subject to subp>agraph 7,,ee71 ) respect to2 7,c7 by /rik+ & 7,,dd7 & ins]t+ 7,,dd72 & 7,d7 by ins]t+ be=e ! semicolon at ! end ! foll[+3 1 & 7,,ee7 ) respect to a "p ,b rebatable drug 7z def9$ 9 p>agraph 7#b7 ( section #ahdg;,a7h77 = :i* ! paym5t am\nt = a cal5d> qu>t] "u p>agraph 7#c77;,a77ii77,i7 ( su* section 7or1 9 ! case ( a "p ,b rebatable drug t is a select$ drug 7z def9$ 9 section #aaib7;c7 = :i*1 ! paym5t am\nt describ$ 9 section #ahdg;,a7b77#a77;,b77 = su* drug = su* qu>t] exce$s ! inflation-adju/$ paym5t "u p>agraph 7#c77;,a77ii77,,ii7 ( su* section = su* qu>t]1 ! am\nts paid %all be equal to ! p]c5t ( ! paym5t am\nt "u p>agraph 7#c77;,a77ii77,i7 ( su* section or section #ahdg;,a7b77#a77;,b71 z applicable1 t equals ! diff]5ce betwe5 7i7 #ajj p]c5t1 & 7ii7 ! p]c5t appli$ "u section #ahdg;,a7h77#e77;,b72 7#b7 9 subsection 7i71 by add+ at ! end ! foll[+ new p>agraph3 7#i7 ,9 ! case ( a "p ,b rebatable drug 7z def9$ 9 p>agraph 7#b7 ( section #ahdg;,a7h77 = :i* paym5t "u ?is subsection is n packag$ into a paym5t = a s]vice furni%$ on or aft] ,july #a1 #bjbc1 "u ! revis$ paym5t sy/em "u ?is subsection1 9 lieu ( calculation ( co9surance & ! am\nt ( paym5t o!rwise applicable "u ?is subsection1 ! provisions ( section #ahdg;,a7h77#e7 & p>agraph 7#a77;,,ee7 ( subsection 7a71 %all1 z det]m9$ appropriate by ! ,secret>y1 apply "u ?is subsection 9 ! same mann] z su* provisions ( section #ahdg;,a7h77#e7 & subsection 7a7 apply "u su* section & subsection4 2 & 7#c7 9 subsection 7t77#h71 by add+ at ! end ! foll[+ new subp>agraph3 7,f7 ,"p ,b rebatable drugs ,9 ! case ( a "p ,b rebatable drug 7z def9$ 9 p>agraph 7#b7 ( section #ahdg;,a7h71 except if su* drug does n h a copaym5t am\nt z a result ( application ( subp>agraph 7,e77 = :i* paym5t "u ?is "p is n packag$ into a paym5t = a cov]$ ,,opd s]vice 7or gr\p ( s]vices7 furni%$ on or aft] ,july #a1 #bjbc1 & ! paym5t = su* drug "u ?is subsection is ! same z ! am\nt = a cal5d> qu>t] "u p>agraph 7#c77;,a77ii77,i7 ( section #ahdg;,a7h71 "u ! sy/em "u ?is subsection1 9 lieu ( calculation ( ! copaym5t am\nt & ! am\nt ( paym5t o!rwise applicable "u ?is subsection 7o!r ?an ! application ( ! limitation describ$ 9 subp>agraph 7,c771 ! provisions ( section #ahdg;,a7h77#e7 & p>agraph 7#a77;,,ee7 ( subsection 7a71 %all1 z det]m9$ appropriate by ! ,secret>y1 apply "u ?is subsection 9 ! same mann] z su* provisions ( section #ahdg;,a7h77#e7 & subsection 7a7 apply "u su* section & subsection4 4 7c7 ,con=m+ am5dm5ts 7#a7 ,to "p ,b ,,asp calculation ,section #ahdg;,a7c77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c;a7c77#c77 is am5d$ by ins]t+ subsection 7h7 or be=e section #aibg4 7#b7 ,exclud+ "p ,b drug inflation rebate f be/ price ,section #aibg7;c77#a77;,c77ii77,i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7;c77#a77;,c77ii77,i77 is am5d$ by ins]t+ or section #ahdg;,a7h7 aft] ?is section4 7#c7 ,coord9ation ) ,m$icaid rebate in=mation disclosure ,section #aibg7;b77#c77;,d77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7;b77#c77;,d77i77 is am5d$ by ins]t+ & ! rebate aft] ! paym5t am\nt4 7#d7 ,exclud+ "p ,b drug inflation rebates f av]age manufactur] price ,section #aibg7k77#a77;,b77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7k77#a77;,b77i771 z previ\sly am5d$1 is fur!r am5d$-- 7,a7 9 subclause 7,,iv71 by /rik+ &2 7,b7 9 subclause 7,v71 by /rik+ ! p]iod at ! end & ins]t+ a semicolon2 & 7,c7 by add+ at ! end ! foll[+ new subclause3 7,,vi7 rebates paid by manufactur]s "u section #ahdg;,a7h72 & 4 7d7 ,fund+ ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ab1ejj1jjj = fiscal ye> #bjbb & #g1ejj1jjj = ea* ( fiscal ye>s #bjbc ?r\gh #bjca1 to rema9 available until exp5d$1 to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is section4 #aciajb4 ,m$ic>e "p ,d rebate by manufactur]s 7a7 ,9 g5]al ,"p ,d ( title ,,xviii ( ! ,social ,security ,act is am5d$ by ins]t+ aft] section #ahfj;,d-#ad;,a 7#db ,u4,s4,c4 #aciew-#aad;a7 ! foll[+ new section3 #ahfj;,d-#ad;,b4 ,manufactur] rebate = c]ta9 drugs ) prices increas+ fa/] ?an inflation 7a7 ,requirem5ts 7#a7 ,secret>ial provision ( in=mation ,n lat] ?an #i mon?s aft] ! end ( ea* applicable ye> 7z def9$ 9 subsection 7g77#g771 subject to p>agraph 7#c71 ! ,secret>y %all1 = ea* "p ,d rebatable drug1 report to ea* manufactur] ( su* "p ,d rebatable drug ! foll[+ = su* ye>3 7,a7 ,! am\nt 7if any7 ( ! excess annual manufactur] price increase describ$ 9 subsection 7b77#a77;,a77ii7 = ea* dosage =m & /r5g? ) respect to su* drug & ye>4 7,b7 ,! rebate am\nt specifi$ "u subsection 7b7 = ea* dosage =m & /r5g? ) respect to su* drug & ye>4 7#b7 ,manufactur] requirem5ts ,= ea* applicable ye>1 ! manufactur] ( a "p ,d rebatable drug1 = ea* dosage =m & /r5g? ) respect to su* drug1 n lat] ?an #cj days aft] ! date ( receipt f ! ,secret>y ( ! in=mation describ$ 9 p>agraph 7#a7 = su* ye>1 %all provide to ! ,secret>y a rebate t is equal to ! am\nt specifi$ 9 subsection 7b7 = su* dosage =m & /r5g? ) respect to su* drug = su* ye>4 7#c7 ,transition rule = report+ ,! ,secret>y may1 = ea* rebatable cov]$ "p ,d drug1 delay ! timeframe = report+ ! in=mation & rebate am\nt describ$ 9 subp>agraphs 7,a7 & 7,b7 ( su* p>agraph = ! applicable ye> ( #bjbc until n lat] ?an ,septemb] #cj1 #bjbe4 7b7 ,rebate am\nt 7#a7 ,9 g5]al 7,a7 ,calculation ,= purposes ( ?is section1 ! am\nt specifi$ 9 ?is subsection = a dosage =m & /r5g? ) respect to a "p ,d rebatable drug & applicable ye> is1 subject to subp>agraph 7,c71 p>agraph 7#e77;,b71 & p>agraph 7#f71 ! am\nt equal to ! product (-- 7i7 subject to subp>agraph 7,b7 ( ?is p>agraph1 ! total numb] ( units t are us$ to calculate ! av]age manufactur] price ( su* dosage =m & /r5g? ) respect to su* "p ,d rebatable drug1 z report$ by ! manufactur] ( su* drug "u section #aibg = ea* mon?1 ) respect to su* ye>2 & 7ii7 ! am\nt 7if any7 by :i*-- 7,i7 ! annual manufactur] price 7z det]m9$ 9 p>agraph 7#b77 paid = su* dosage =m & /r5g? ) respect to su* "p ,d rebatable drug = ! ye>2 exce$s 7,,ii7 ! inflation-adju/$ paym5t am\nt det]m9$ "u p>agraph 7#c7 = su* dosage =m & /r5g? ) respect to su* "p ,d rebatable drug = ! ye>4 7,b7 ,exclud$ units ,= purposes ( subp>agraph 7,a77i71 ! ,secret>y %all exclude f ! total numb] ( units = a dosage =m & /r5g? ) respect to a "p ,d rebatable drug1 ) respect to an applicable ye>1 ! foll[+3 7i7 ,units ( ea* dosage =m & /r5g? ( su* "p ,d rebatable drug = :i* paym5t 0 made "u a ,/ate plan "u title ,,xix 7or waiv] ( su* plan71 z report$ by ,/ates "u section #aibg7;b77#b77;,a74 7ii7 ,units ( ea* dosage =m & /r5g? ( su* "p ,d rebatable drug = :i* a rebate is paid "u section #ahdg;,a7h74 7,c7 ,exemption = %ortages & sev]e supply *a9 disruptions ,! ,secret>y %all r$uce or waive ! am\nt "u subp>agraph 7,a7 ) respect to a "p ,d rebatable drug t is describ$ z curr5tly 9 %ortage on ! %ortage li/ 9 effect "u section #ejf;,e ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or 9 ! case ( a g5]ic drug1 :5 ! ,secret>y det]m9es !re are sev]e supply *a9 disruptions4 7#b7 ,det]m9ation ( annual manufactur] price ,! annual manufactur] price det]m9$ "u ?is p>agraph = a dosage =m & /r5g?1 ) respect to a "p ,d rebatable drug & an applicable ye>1 is ! sum ( ! products (-- 7,a7 ! av]age manufactur] price 7z def9$ 9 subsection 7g77#f77 ( su* dosage =m & /r5g?1 z calculat$ = a unit ( su* drug1 ) respect to ea* ( ! cal5d> qu>t]s ( su* ye>2 & 7,b7 ! ratio (-- 7i7 ! total numb] ( units ( su* dosage =m & /r5g? report$ "u section #aibg ) respect to ea* su* cal5d> qu>t] ( su* ye>2 to 7ii7 ! total numb] ( units ( su* dosage =m & /r5g? report$ "u section #aibg ) respect to su* ye>1 z det]m9$ by ! ,secret>y4 7#c7 ,det]m9ation ( inflation-adju/$ paym5t am\nt ,! inflation-adju/$ paym5t am\nt det]m9$ "u ?is p>agraph = a dosage =m & /r5g? ) respect to a "p ,d rebatable drug = an applicable ye>1 subject to p>agraph 7#e71 is-- 7,a7 ! b5*m>k ye> manufactur] price det]m9$ "u p>agraph 7#d7 = su* dosage =m & /r5g? ) respect to su* drug & ye>2 increas$ by 7,b7 ! p]c5tage by :i* ! applicable ye> ,,cpi-,u 7z def9$ 9 subsection 7g77#e77 = ! ye> exce$s ! b5*m>k p]iod ,,cpi-,u 7z def9$ 9 subsection 7g77#d774 7#d7 ,det]m9ation ( b5*m>k ye> manufactur] price ,! b5*m>k ye> manufactur] price det]m9$ "u ?is p>agraph = a dosage =m & /r5g?1 ) respect to a "p ,d rebatable drug & an applicable ye>1 is ! sum ( ! products (-- 7,a7 ! av]age manufactur] price 7z def9$ 9 subsection 7g77#f77 ( su* dosage =m & /r5g?1 z calculat$ = a unit ( su* drug1 ) respect to ea* ( ! cal5d> qu>t]s ( ! paym5t am\nt b5*m>k ye> 7z def9$ 9 subsection 7g77#c772 & 7,b7 ! ratio (-- 7i7 ! total numb] ( units report$ "u section #aibg ( su* dosage =m & /r5g? ) respect to ea* su* cal5d> qu>t] ( su* paym5t am\nt b5*m>k ye>2 to 7ii7 ! total numb] ( units report$ "u section #aibg ( su* dosage =m & /r5g? ) respect to su* paym5t am\nt b5*m>k ye>4 7#e7 ,special treatm5t ( c]ta9 drugs & exemption 7,a7 ,subsequ5tly approv$ drugs ,9 ! case ( a "p ,d rebatable drug fir/ approv$ or lic5s$ by ! ,food & ,drug ,adm9i/ration aft] ,octob] #a1 #bjba1 subp>agraphs 7,a7 & 7,b7 ( p>agraph 7#d7 %all be appli$ z if ! t]m paym5t am\nt b5*m>k ye> 7 def9$ "u subsection 7g77#c7 z ! fir/ cal5d> ye> beg9n+ aft] ! day on :i* ! drug 0 fir/ m>ket$ by any manufactur] & subp>agraph 7,b7 ( p>agraph 7#c7 %all be appli$ z if ! t]m b5*m>k p]iod ,,cpi-,u 7 def9$ "u subsection 7g77#d7 z if ! ref]5ce to ! mon? imm$iately prior to ,octob] #bjba "u su* subsection 7 a ref]5ce to ,janu>y ( ! fir/ ye> beg9n+ aft] ! date on :i* ! drug 0 fir/ m>ket$ by any manufactur]4 7,b7 ,treatm5t ( new =mulations 7i7 ,9 g5]al ,9 ! case ( a "p ,d rebatable drug t is a l9e ext5sion ( a "p ,d rebatable drug t is an oral solid dosage =m1 ! ,secret>y %all e/abli% a =mula = det]m9+ ! rebate am\nt "u p>agraph 7#a7 & ! inflation adju/$ paym5t am\nt "u p>agraph 7#c7 ) respect to su* "p ,d rebatable drug & an applicable ye>1 consi/5t ) ! =mula appli$ "u subsection 7c77#b77;,c7 ( section #aibg = det]m9+ a rebate obligation = a rebate p]iod "u su* section4 7ii7 ,l9e ext5sion def9$ ,9 ?is subp>agraph1 ! t]m l9e ext5sion means1 ) respect to a "p ,d rebatable drug1 a new =mulation ( ! drug1 su* z an ext5d$ release =mulation1 b does n include an abuse-det]r5t =mulation ( ! drug 7z det]m9$ by ! ,secret>y71 reg>dless ( :e!r su* abuse-det]r5t =mulation is an ext5d$ release =mulation4 7,c7 ,select$ drugs ,9 ! case ( a "p ,d rebatable drug t is a select$ drug 7z def9$ 9 section #aaib7;c77 = a price applicability p]iod 7z def9$ 9 section #aaia7;b77#b771 9 ! case su* drug is det]m9$ 7pursuant to su* section #aaib7;c77 to no long] be a select$ drug1 = ea* applicable ye> beg9n+ aft] ! price applicability p]iod ) respect to su* drug1 subp>agraphs 7,a7 & 7,b7 ( p>agraph 7#d7 %all be appli$ z if ! t]m paym5t am\nt b5*m>k ye> 7 def9$ "u subsection 7g77#c7 z ! la/ ye> beg9n+ dur+ su* price applicability p]iod ) respect to su* select$ drug & subp>agraph 7,b7 ( p>agraph 7#c7 %all be appli$ z if ! t]m b5*m>k p]iod ,,cpi-,u 7 def9$ "u subsection 7g77#d7 z if ! ref]5ce to ! mon? imm$iately prior to ,octob] #a1 #bjba "u su* subsection 7 a ref]5ce to ,janu>y ( ! la/ ye> beg9n+ dur+ su* price applicability p]iod ) respect to su* drug4 7#f7 ,reconciliation 9 case ( revis$ ,,amp reports ,! ,secret>y %all provide = a me?od & process "u :i*1 9 ! case ( a manufactur] ( a "p ,d rebatable drug t submits revisions to in=mation submitt$ "u section #aibg by ! manufactur] ) respect to su* drug1 ! ,secret>y det]m9es1 pursuant to su* revisions1 adju/m5ts1 if any1 to ! calculation ( ! am\nt specifi$ 9 ?is subsection = a dosage =m & /r5g? ) respect to su* "p ,d rebatable drug & an applicable ye> & reconciles any ov]paym5ts or und]paym5ts 9 am\nts paid z rebates "u ?is subsection4 ,any id5tifi$ und]paym5t %all be rectifi$ by ! manufactur] n lat] ?an #cj days aft] ! date ( receipt f ! ,secret>y ( in=mation on su* und]paym5t4 7c7 ,rebate deposits ,am\nts paid z rebates "u subsection 7b7 %all be deposit$ into ! ,m$ic>e ,prescription ,drug ,acc\nt 9 ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund e/abli%$ "u section #ahda4 7d7 ,in=mation ,= purposes ( c>ry+ out ?is section1 ! ,secret>y %all use in=mation submitt$ by manufactur]s "u section #aibg7;b77#c7 & in=mation submitt$ by ,/ates "u section #aibg7;b77#b77;,a74 7e7 ,civil money p5alty ,if a manufactur] ( a "p ,d rebatable drug has fail$ to comply ) ! requirem5t "u subsection 7a77#b7 ) respect to su* drug = an applicable ye>1 ! manufactur] %all be subject to1 9 accordance ) a process e/abli%$ by ! ,secret>y pursuant to regulations1 a civil money p5alty 9 an am\nt equal to #abe p]c5t ( ! am\nt specifi$ 9 subsection 7b7 = su* drug = su* ye>4 ,! provisions ( section #aabh;,a 7o!r ?an subsections 7a7 7) respect to am\nts ( p5alties or additional assessm5ts7 & 7b77 %all apply to a civil money p5alty "u ?is subsection 9 ! same mann] z su* provisions apply to a p5alty or proce$+ "u section #aabh;,a7a74 7f7 ,no adm9i/rative or judicial review ,!re %all be no adm9i/rative or judicial review ( ! foll[+3 7#a7 ,! det]m9ation ( units "u ?is section4 7#b7 ,! det]m9ation ( :e!r a drug is a "p ,d rebatable drug "u ?is section4 7#c7 ,! calculation ( ! rebate am\nt "u ?is section4 7g7 ,def9itions ,9 ?is section3 7#a7 ,"p ,d rebatable drug 7,a7 ,9 g5]al ,! t]m "p ,d rebatable drug means a drug or biological t w\ld 7)\t application ( ?is section7 be a cov]$ "p ,d drug1 except su* t]m %all1 ) respect to an applicable ye>1 n include su* a drug or biological if ! av]age annual total co/ "u ?is "p = su* ye> p] individual :o uses su* a drug or biological1 z det]m9$ by ! ,secret>y1 is less ?an1 subject to subp>agraph 7,b71 #ajj1 z det]m9$ by ! ,secret>y us+ ! mo/ rec5t data available or1 if data is n available1 z e/imat$ by ! ,secret>y4 7,b7 ,increase ,! doll> am\nt appli$ "u subp>agraph 7,a7-- 7i7 = #bjbd1 %all be ! doll> am\nt specifi$ "u su* subp>agraph = #bjbc1 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! #ab-mon? p]iod beg9n+ ) ,janu>y ( #bjbc2 & 7ii7 = a subsequ5t ye>1 %all be ! doll> am\nt specifi$ 9 ?is subp>agraph = ! previ\s ye>1 increas$ by ! p]c5tage increase 9 ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! #ab-mon? p]iod beg9n+ ) ,janu>y ( ! previ\s ye>4 ,any doll> am\nt specifi$ "u ?is subp>agraph t is n a multiple ( #aj %all be r\nd$ to ! ne>e/ multiple ( #aj4 7#b7 ,unit ,! t]m unit means1 ) respect to a "p ,d rebatable drug1 ! l[e/ disp5sable am\nt 7su* z a capsule or tablet1 milligram ( molecules1 or grams7 ( ! "p ,d rebatable drug1 z report$ "u section #aibg4 7#c7 ,paym5t am\nt b5*m>k ye> ,! t]m paym5t am\nt b5*m>k ye> means ! ye> end+ 9 ! mon? imm$iately prior to ,octob] #a1 #bjba4 7#d7 ,b5*m>k p]iod ,,cpi-,u ,! t]m b5*m>k p]iod ,,cpi-,u means ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! mon? imm$iately prior to ,octob] #bjba4 7#e7 ,applicable ye> ,,cpi-,u ,! t]m applicable ye> ,,cpi-,u means1 ) respect to an applicable ye>1 ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ,janu>y ( su* ye>4 7#f7 ,av]age manufactur] price ,! t]m av]age manufactur] price has ! mean+1 ) respect to a "p ,d rebatable drug ( a manufactur]1 giv5 su* t]m 9 section #aibg7k77#a71 ) respect to a cov]$ outpati5t drug ( a manufactur] = a rebate p]iod "u section #aibg4 7#g7 ,applicable ye> ,! t]m applicable ye> means a cal5d> ye> beg9n+ ) #bjbc4 7h7 ,implem5tation = #bjbc & #bjbd ,not)/&+ any o!r provision ( ?is section1 ! ,secret>y %all implem5t ?is section = #bjbc & #bjbd by program in/ruction or o!rwise4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,to "p ,b ,,asp calculation ,section #ahdg;,a7c77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c;a7c77#c771 z am5d$ by section #aciaja7;c77#a71 is fur!r am5d$ by /rik+ subsection 7h7 or section #aibg & ins]t+ subsection 7h71 section #aibg1 or section #ahfj;,d-#ad;,b4 7#b7 ,exclud+ "p ,d drug inflation rebate f be/ price ,section #aibg7;c77#a77;,c77ii77,i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7;c77#a77;,c77ii77,i771 z am5d$ by section #aciaja7;c77#b71 is fur!r am5d$ by /rik+ or section #ahdg;,a7h7 & ins]t+ 1 section #ahdg;,a7h71 or section #ahfj;,d-#ad;,b4 7#c7 ,coord9ation ) ,m$icaid rebate in=mation disclosure ,section #aibg7;b77#c77;,d77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7;b77#c77;,d77i771 z am5d$ by section #aciaja7;c77#c71 is fur!r am5d$ by /rik+ or to c>ry out section #ahdg;,b & ins]t+ or to c>ry out section #ahdg;,b or section #ahfj;,d-#ad;,b4 7#d7 ,exclud+ "p ,d drug inflation rebates f av]age manufactur] price ,section #aibg7k77#a77;,b77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7k77#a77;,b77i771 z previ\sly am5d$1 is fur!r am5d$ by add+ at ! end ! foll[+ new subclause3 7,,vii7 rebates paid by manufactur]s "u section #ahfj;,d-#ad;,b4 4 7c7 ,fund+ ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ab1ejj1jjj = fiscal ye> #bjbb & #g1ejj1jjj = ea* ( fiscal ye>s #bjbc ?r\gh #bjca1 to rema9 available until exp5d$1 to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is section4 #c ,"p ,d ,improvem5ts & ,maximum ,out-(-,pocket ,cap = ,m$ic>e ,b5efici>ies #acibja4 ,m$ic>e "p ,d b5efit r$esign 7a7 ,b5efit /ructure r$esign ,section #ahfj;,d-#b7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb7;b77 is am5d$-- 7#a7 9 p>agraph 7#b7-- 7,a7 9 subp>agraph 7,a71 9 ! matt] prec$+ clause 7i71 by ins]t+ = a ye> prec$+ #bjbd & = co/s above ! annual d$uctible specifi$ 9 p>agraph 7#a7 & up to ! annual out-(-pocket ?re%old specifi$ 9 p>agraph 7#d77;,b7 = #bjbd & ea* subsequ5t ye> aft] p>agraph 7#c72 7,b7 9 subp>agraph 7,c7-- 7i7 9 clause 7i71 9 ! matt] prec$+ subclause 7,i71 by ins]t+ = a ye> prec$+ #bjbd1 aft] p>agraph 7#d712 & 7ii7 9 clause 7ii77,,iii71 by /rik+ & ea* subsequ5t ye> & ins]t+ ?r\gh #bjbc2 & 7,c7 9 subp>agraph 7,d7-- 7i7 9 clause 7i7-- 7,i7 9 ! matt] prec$+ subclause 7,i71 by ins]t+ = a ye> prec$+ #bjbd1 aft] p>agraph 7#d712 & 7,,ii7 9 subclause 7,i77bb71 by /rik+ a ye> aft] #bjah & ins]t+ ea* ( ye>s #bjai ?r\gh #bjbc2 & 7ii7 9 clause 7ii77,v71 by /rik+ #bjai & ea* subsequ5t ye> & ins]t+ ea* ( ye>s #bjai ?r\gh #bjbc2 7#b7 9 p>agraph 7#c77;,a7-- 7,a7 9 ! matt] prec$+ clause 7i71 by ins]t+ = a ye> prec$+ #bjbd1 aft] & 7#d712 & 7,b7 9 clause 7ii71 by /rik+ = a subsequ5t ye> & ins]t+ = ea* ( ye>s #bjjg ?r\gh #bjbc2 & 7#c7 9 p>agraph 7#d7-- 7,a7 9 subp>agraph 7,a7-- 7i7 9 clause 7i7-- 7,i7 by r$esignat+ subclauses 7,i7 & 7,,ii7 z items 7aa7 & 7bb71 respectively1 & mov+ ! m>g9 ( ea* su* r$esignat$ item #b ems to ! "r2 7,,ii7 9 ! matt] prec$+ item 7aa71 z r$esignat$ by subclause 7,i71 by /rik+ is equal to ! great] (-- & ins]t+ 8is equal to-- 7,i7 = a ye> prec$+ #bjbd1 ! great] (-- 2 7,,iii7 by /rik+ ! p]iod at ! end ( item 7bb71 z r$esignat$ by subclause 7,i71 & ins]t+ 2 &2 & 7,,iv7 by add+ at ! end ! foll[+3 7,,ii7 = #bjbd & ea* succe$+ ye>1 #j4 2 & 7ii7 9 clause 7ii7-- 7,i7 by /rik+ clause 7i77,i7 & ins]t+ clause 7i77,i77aa72 & 7,,ii7 by add+ at ! end ! foll[+ new s5t5ce3 ,! ,secret>y %all cont9ue to calculate ! doll> am\nts specifi$ 9 clause 7i77,i77aa71 includ+ ) ! adju/m5t "u ?is clause1 aft] #bjbc = purposes ( section #ahfj;,d-#ad7;a77#a77;,d77iii742 7,b7 9 subp>agraph 7,b7-- 7i7 9 clause 7i7-- 7,i7 9 subclause 7,v71 by /rik+ or at ! end2 7,,ii7 9 subclause 7,,vi7-- 7aa7 by /rik+ = a subsequ5t ye> & ins]t+ = ea* ( ye>s #bjba ?r\gh #bjbc2 & 7bb7 by /rik+ ! p]iod at ! end & ins]t+ a semicolon2 & 7,,iii7 by add+ at ! end ! foll[+ new subclauses3 7,,vii7 = #bjbd1 is equal to #b1jjj2 or 7,,viii7 = a subsequ5t ye>1 is equal to ! am\nt specifi$ 9 ?is subp>agraph = ! previ\s ye>1 increas$ by ! annual p]c5tage increase describ$ 9 p>agraph 7#f7 = ! ye> involv$4 2 & 7ii7 9 clause 7ii71 by /rik+ clause 7i77,,ii7 & ins]t+ clause 7i72 7,c7 9 subp>agraph 7,c77i71 by /rik+ & = am\nts & ins]t+ &1 = a ye> prec$+ #bjbd1 = am\nts2 & 7,d7 9 subp>agraph 7,e71 by /rik+ ,9 apply+ & ins]t+ ,= ea* ( ye>s #bjaa ?r\gh #bjbc1 9 apply+4 7b7 ,re9surance paym5t am\nt ,section #ahfj;,d-#ae7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aae7;b77 is am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 by /rik+ equal to #hj p]c5t & ins]t+ 8equal to-- 7,a7 = a ye> prec$+ #bjbd1 #hj p]c5t 2 7,b7 9 subp>agraph 7,a71 z add$ by subp>agraph 7,a71 by /rik+ ! p]iod at ! end & ins]t+ 2 &2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 = #bjbd & ea* subsequ5t ye>1 ! sum (-- 7i7 an am\nt equal to #bj p]c5t ( su* all[able re9surance co/s attributable to t portion ( gross prescription drug co/s z specifi$ 9 p>agraph 7#c7 incurr$ 9 ! cov]age ye> aft] su* individual has incurr$ co/s t exce$ ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b7 ) respect to applicable drugs 7z def9$ 9 section #ahfj;,d-#ad;,c7g77#b772 & 7ii7 an am\nt equal to #dj p]c5t ( su* all[able re9surance co/s attributable to t portion ( gross prescription drug co/s z specifi$ 9 p>agraph 7#c7 incurr$ 9 ! cov]age ye> aft] su* individual has incurr$ co/s t exce$ ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b7 ) respect to cov]$ "p ,d drugs t are n applicable drugs 7z s def9$74 2 7#b7 9 p>agraph 7#b7-- 7,a7 by /rik+ ,,co/s4--,= purposes & ins]t+ ,co/s4-- 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 = purposes 2 & 7,b7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 ,inclusion ( manufactur] disc\nts on applicable drugs ,= purposes ( apply+ subp>agraph 7,a71 ! t]m #8all[able re9surance co/s' %all include ! portion ( ! negotiat$ price 7z def9$ 9 section #ahfj;,d-#ad;,c7g77#f77 ( an applicable drug 7z def9$ 9 section #ahfj;,d-#ad;,c7g77#b77 t 0 paid by a manufactur] "u ! manufactur] disc\nt program "u section #ahfj;,d-#ad;,c4 2 & 7#c7 9 p>agraph 7#c7-- 7,a7 9 ! fir/ s5t5ce1 by /rik+ ,= purposes & ins]t+ ,subject to p>agraph 7#b77;,b71 = purposes2 & 7,b7 9 ! second s5t5ce1 by ins]t+ 7or1 ) respect to #bjbd & subsequ5t ye>s1 9 ! case ( an applicable drug1 z def9$ 9 section #ahfj;,d-#ad;,c7g77#b71 by a manufactur]7 aft] by ! individual or "u ! plan4 7c7 ,r$uc$ co/-%>+2 b5efici>y premium p]c5tage 7#a7 ,co/-%>+ 7,a7 ,9 g5]al ,section #ahfj;,d-#b7;b77#b77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb7;b77#b77;,a77 is am5d$-- 7i7 9 ! subp>agraph head]1 by /rik+ #be p]c5t co9surance & ins]t+ ,co9surance2 7ii7 9 clause 7i71 by ins]t+ 7or1 = #bjbd & ea* subsequ5t ye>1 #bc p]c5t7 aft] #be p]c5t2 & 7iii7 9 clause 7ii71 by ins]t+ 7or1 = #bjbd & ea* subsequ5t ye>1 #bc p]c5t7 aft] #be p]c5t4 7,b7 ,con=m+ am5dm5t ,section #ahfj;,d-#ad7;a77#b77;,d7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aad7;a77#b77;,d77 is am5d$ by ins]t+ 7or1 = #bjbd & ea* subsequ5t ye>1 in/ead ( co9surance ( #bc p]c5t7 aft] in/ead ( co9surance ( #be p]c5t4 7#b7 ,b5efici>y premium p]c5tage 7,a7 ,9 g5]al ,section #ahfj;,d-#ac7;a77#c77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aac7;a77#c77;,a77 is am5d$ by ins]t+ 7or1 = #bjbd & ea* subsequ5t ye>1 #bc4e p]c5t7 aft] #be4e p]c5t4 7,b7 ,con=m+ am5dm5ts 7i7 ,section #ahfj;,d-#aa7;g77#f7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aaa7;g77#f77 is am5d$ by ins]t+ 7or1 = #bjbd & ea* subsequ5t ye>1 #bc4e p]c5t7 aft] #be4e p]c5t4 7ii7 ,section #ahfj;,d-#ac7;a77#g77;,b77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aac7;a77#g77;,b77i77 is am5d$-- 7,i7 9 subclause 7,i71 by ins]t+ 7or1 = #bjbd & ea* subsequ5t ye>1 #bc4e p]c5t7 aft] #be4e p]c5t2 & 7,,ii7 9 subclause 7,,ii71 by ins]t+ 7or1 = #bjbd & ea* subsequ5t ye>1 #bc4e p]c5t7 aft] #be4e p]c5t4 7iii7 ,section #ahfj;,d-#ae7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aae7;a77 is am5d$ by ins]t+ 7or1 = #bjbd & ea* subsequ5t ye>1 #gf4e p]c5t7 aft] #gd4e p]c5t4 7d7 ,manufactur] disc\nt program 7#a7 ,9 g5]al ,"p ,d ( title ,,xviii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aja ?r\gh #db ,u4,s4,c4 #aciew-#aec71 z am5d$ by section #aciajb1 is fur!r am5d$ by ins]t+ aft] section #ahfj;,d-#ad;,b ! foll[+ new sections3 #ahfj;,d-#ad;,c4 ,manufactur] disc\nt program 7a7 ,e/abli%m5t ,! ,secret>y %all e/abli% a manufactur] disc\nt program 79 ?is section ref]r$ to z ! program74 ,"u ! program1 ! ,secret>y %all ent] into agreem5ts describ$ 9 subsection 7b7 ) manufactur]s & provide = ! p]=mance ( ! duties describ$ 9 subsection 7c74 ,! ,secret>y %all e/abli% a model agreem5t = use "u ! program by n lat] ?an ,janu>y #a1 #bjbc1 9 consultation ) manufactur]s1 & all[ = comm5t on su* model agreem5t4 7b7 ,t]ms ( agreem5t 7#a7 ,9 g5]al 7,a7 ,agreem5t ,an agreem5t "u ?is section %all require ! manufactur] to provide1 9 accordance ) ?is section1 disc\nt$ prices = applicable drugs ( ! manufactur] t are disp5s$ to applicable b5efici>ies on or aft] ,janu>y #a1 #bjbd4 7,b7 ,cl>ification ,no?+ 9 ?is section %all be con/ru$ z affect+-- 7i7 ! application ( a co9surance ( #bc p]c5t ( ! negotiat$ price1 z appli$ "u p>agraph 7#b77;,a7 ( section #ahfj;,d-#b7;b71 = co/s describ$ 9 su* p>agraph2 or 7ii7 ! application ( ! copaym5t am\nt describ$ 9 p>agraph 7#d77;,a7 ( su* section1 ) respect to co/s describ$ 9 su* p>agraph4 7,c7 ,tim+ ( agreem5t 7i7 ,special rule = #bjbd ,9 ord] = an agreem5t ) a manufactur] to be 9 effect "u ?is section ) respect to ! p]iod beg9n+ on ,janu>y #a1 #bjbd1 & end+ on ,decemb] #ca1 #bjbd1 ! manufactur] %all ent] into su* agreem5t n lat] ?an #cj days aft] ! date ( ! e/abli%m5t ( a model agreem5t "u subsection 7a74 7ii7 #bjbe & subsequ5t ye>s ,9 ord] = an agreem5t ) a manufactur] to be 9 effect "u ?is section ) respect to plan ye> #bjbe or a subsequ5t plan ye>1 ! manufactur] %all ent] into su* agreem5t n lat] ?an a cal5d> qu>t] or semi-annual deadl9e e/abli%$ by ! ,secret>y4 7#b7 ,provision ( appropriate data ,ea* manufactur] ) an agreem5t 9 effect "u ?is section %all collect & h available appropriate data1 z det]m9$ by ! ,secret>y1 to ensure t x c demon/rate to ! ,secret>y compliance ) ! requirem5ts "u ! program4 7#c7 ,compliance ) requirem5ts = adm9i/ration ( program ,ea* manufactur] ) an agreem5t 9 effect "u ?is section %all comply ) requirem5ts impos$ by ! ,secret>y or a ?ird p>ty ) a contract "u subsection 7d77#c71 z applicable1 = purposes ( adm9i/]+ ! program1 includ+ any det]m9ation "u subp>agraph 7,a7 ( subsection 7c77#a7 or proc$ures e/abli%$ "u su* subsection 7c77#a74 7#d7 ,l5g? ( agreem5t 7,a7 ,9 g5]al ,an agreem5t "u ?is section %all be effective = an initial p]iod ( n less ?an #ab mon?s & %all be automatically r5ew$ = a p]iod ( n less ?an #a ye> unless t]m9at$ "u subp>agraph 7,b74 7,b7 ,t]m9ation 7i7 ,by ! ,secret>y ,! ,secret>y %all provide = t]m9ation ( an agreem5t "u ?is section = a kn[+ & willful violation ( ! requirem5ts ( ! agreem5t or o!r good cause %[n4 ,su* t]m9ation %all n be effective e>li] ?an #cj days aft] ! date ( notice to ! manufactur] ( su* t]m9ation4 ,! ,secret>y %all provide1 ^u reque/1 a manufactur] ) a he>+ conc]n+ su* a t]m9ation1 & su* he>+ %all take place prior to ! effective date ( ! t]m9ation ) suffici5t "t = su* effective date to be repeal$ if ! ,secret>y det]m9es appropriate4 7ii7 ,by a manufactur] ,a manufactur] may t]m9ate an agreem5t "u ?is section = any reason4 ,any su* t]m9ation %all be effective1 ) respect to a plan ye>-- 7,i7 if ! t]m9ation occurs be=e ,janu>y #ca ( a plan ye>1 z ( ! day aft] ! end ( ! plan ye>2 & 7,,ii7 if ! t]m9ation occurs on or aft] ,janu>y #ca ( a plan ye>1 z ( ! day aft] ! end ( ! succe$+ plan ye>4 7iii7 ,effectiv5ess ( t]m9ation ,any t]m9ation "u ?is subp>agraph %all n affect disc\nts = applicable drugs ( ! manufactur] t are due "u ! agreem5t be=e ! effective date ( its t]m9ation4 7iv7 ,notice to ?ird p>ty ,! ,secret>y %all provide notice ( su* t]m9ation to a ?ird p>ty ) a contract "u subsection 7d77#c7 )9 n less ?an #cj days be=e ! effective date ( su* t]m9ation4 7c7 ,duties describ$ ,! duties describ$ 9 ?is subsection are ! foll[+3 7#a7 ,adm9i/ration ( program ,adm9i/]+ ! program1 includ+-- 7,a7 ! det]m9ation ( ! am\nt ( ! disc\nt$ price ( an applicable drug ( a manufactur]2 7,b7 ! e/abli%m5t ( proc$ures to ensure t1 n lat] ?an ! applicable numb] ( cal5d> days aft] ! disp5s+ ( an applicable drug by a ph>macy or mail ord] s]vice1 ! ph>macy or mail ord] s]vice is reimburs$ = an am\nt equal to ! diff]5ce betwe5-- 7i7 ! negotiat$ price ( ! applicable drug2 & 7ii7 ! disc\nt$ price ( ! applicable drug2 7,c7 ! e/abli%m5t ( proc$ures to ensure t ! disc\nt$ price = an applicable drug "u ?is section is appli$ be=e any cov]age or f9ancial assi/ance "u o!r heal? b5efit plans or programs t provide cov]age or f9ancial assi/ance = ! pur*ase or provision ( prescription drug cov]age on behalf ( applicable b5efici>ies z specifi$ by ! ,secret>y2 & 7,d7 provid+ a reasonable dispute resolution me*anism to resolve disagreem5ts betwe5 manufactur]s1 applicable b5efici>ies1 & ! ?ird p>ty ) a contract "u subsection 7d77#c74 7#b7 ,monitor+ compliance 7,a7 ,9 g5]al ,! ,secret>y %all monitor compliance by a manufactur] ) ! t]ms ( an agreem5t "u ?is section4 7,b7 ,notification ,if a ?ird p>ty ) a contract "u subsection 7d77#c7 det]m9es t ! manufactur] is n 9 compliance ) su* agreem5t1 ! ?ird p>ty %all notify ! ,secret>y ( su* noncompliance = appropriate en=cem5t "u subsection 7e74 7#c7 ,collection ( data f prescription drug plans & ,,ma-,,pd plans ,! ,secret>y may collect appropriate data f prescription drug plans & ,,ma-,,pd plans 9 a timeframe t all[s = disc\nt$ prices to be provid$ = applicable drugs "u ?is section4 7d7 ,adm9i/ration 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 ! ,secret>y %all provide = ! implem5tation ( ?is section1 includ+ ! p]=mance ( ! duties describ$ 9 subsection 7c74 7#b7 ,limitation ,9 provid+ = ! implem5tation ( ?is section1 ! ,secret>y %all n receive or di/ribute any funds ( a manufactur] "u ! program4 7#c7 ,contract ) ?ird p>ties ,! ,secret>y %all ent] into a contract ) #a or m ?ird p>ties to adm9i/] ! requirem5ts e/abli%$ by ! ,secret>y 9 ord] to c>ry out ?is section4 ,at a m9imum1 ! contract ) a ?ird p>ty "u ! prec$+ s5t5ce %all require t ! ?ird p>ty-- 7,a7 receive & transmit in=mation betwe5 ! ,secret>y1 manufactur]s1 & o!r individuals or entities ! ,secret>y det]m9es appropriate2 7,b7 receive1 di/ribute1 or facilitate ! di/ribution ( funds ( manufactur]s to appropriate individuals or entities 9 ord] to meet ! obligations ( manufactur]s "u agreem5ts "u ?is section2 7,c7 provide adequate & timely in=mation to manufactur]s1 consi/5t ) ! agreem5t ) ! manufactur] "u ?is section1 z necess>y = ! manufactur] to fulfill its obligations "u ?is section2 & 7,d7 p]mit manufactur]s to conduct p]iodic audits1 directly or ?r\gh contracts1 ( ! data & in=mation us$ by ! ?ird p>ty to det]m9e disc\nts = applicable drugs ( ! manufactur] "u ! program4 7#d7 ,p]=mance requirem5ts ,! ,secret>y %all e/abli% p]=mance requirem5ts = a ?ird p>ty ) a contract "u p>agraph 7#c7 & safegu>ds to protect ! indep5d5ce & integrity ( ! activities c>ri$ out by ! ?ird p>ty "u ! program "u ?is section4 7#e7 ,implem5tation ,! ,secret>y %all implem5t ! program "u ?is section = #bjbd & #bjbe by program in/ruction or o!rwise4 7e7 ,en=cem5t 7#a7 ,audits ,ea* manufactur] ) an agreem5t 9 effect "u ?is section %all be subject to p]iodic audit by ! ,secret>y4 7#b7 ,civil money p5alty 7,a7 ,9 g5]al ,a manufactur] t fails to provide disc\nt$ prices = applicable drugs ( ! manufactur] disp5s$ to applicable b5efici>ies 9 accordance ) su* agreem5t %all be subject to a civil money p5alty = ea* su* failure 9 an am\nt ! ,secret>y det]m9es is equal to ! sum (-- 7i7 ! am\nt t ! manufactur] w\ld h paid ) respect to su* disc\nts "u ! agreem5t1 :i* w !n be us$ to pay ! disc\nts :i* ! manufactur] _h fail$ to provide2 & 7ii7 #be p]c5t ( su* am\nt4 7,b7 ,application ,! provisions ( section #aabh;,a 7o!r ?an subsections 7a7 & 7b77 %all apply to a civil money p5alty "u ?is p>agraph 9 ! same mann] z su* provisions apply to a p5alty or proce$+ "u section #aabh;,a7a74 7f7 ,cl>ification reg>d+ availability ( o!r cov]$ "p ,d drugs ,no?+ 9 ?is section %all prev5t an applicable b5efici>y f pur*as+ a cov]$ "p ,d drug t is n an applicable drug 7includ+ a g5]ic drug or a drug t is n on ! =mul>y ( ! prescription drug plan or ,,ma-,,pd plan t ! applicable b5efici>y is enroll$ 974 7g7 ,def9itions ,9 ?is section3 7#a7 ,applicable b5efici>y ,! t]m applicable b5efici>y means an individual :o1 on ! date ( disp5s+ a cov]$ "p ,d drug-- 7,a7 is enroll$ 9 a prescription drug plan or an ,,ma-,,pd plan2 7,b7 is n enroll$ 9 a qualifi$ retiree prescription drug plan2 & 7,c7 has incurr$ co/s1 z det]m9$ 9 accordance ) section #ahfj;,d-#b7;b77#d77;,c7 z if clause 7iii7 ( su* section includ$ a ref]5ce to co/s reimburs$ ?r\gh insurance1 a gr\p heal? plan1 or c]ta9 o!r ?ird-p>ty paym5t arrangem5ts1 = cov]$ "p ,d drugs 9 ! ye> t exce$-- 7i7 9 ! case ( an individual n describ$ 9 clause 7ii7 or 7iii71 ! annual d$uctible = su* ye>1 z specifi$ 9 section #ahfj;,d-#b7;b77#a72 7ii7 9 ! case ( a subsidy eligible individual describ$ 9 section #ahfj;,d-#ad7;a77#a71 ! annual d$uctible = su* ye>1 z specifi$ 9 subp>agraph 7,b7 ( su* section2 & 7iii7 9 ! case ( a subsidy eligible individual describ$ 9 section #ahfj;,d-#ad7;a77#b71 ! annual d$uctible = su* ye>1 z specifi$ 9 subp>agraph 7,b7 ( su* section4 7#b7 ,applicable drug ,! t]m applicable drug1 ) respect to an applicable b5efici>y-- 7,a7 means a cov]$ "p ,d drug-- 7i7 approv$ "u a new drug application "u section #eje7;c7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or1 9 ! case ( a biologic product1 lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act2 & 7ii7 7,i7 if ! ,,pdp sponsor ( ! prescription drug plan or ! ,,ma organization (f]+ ! ,,ma-,,pd plan uses a =mul>y1 :i* is on ! =mul>y ( ! prescription drug plan or ,,ma-,,pd plan t ! applicable b5efici>y is enroll$ 92 7,,ii7 if ! ,,pdp sponsor ( ! prescription drug plan or ! ,,ma organization (f]+ ! ,,ma-,,pd plan does n use a =mul>y1 = :i* b5efits are available "u ! prescription drug plan or ,,ma-,,pd plan t ! applicable b5efici>y is enroll$ 92 or 7,,iii7 is provid$ ?r\gh an exception or appeal2 & 7,b7 does n include a select$ drug 7z ref]r$ to "u section #aaib7;c77 dur+ a price applicability p]iod 7z def9$ 9 section #aaia7;b77#b77 ) respect to su* drug4 7#c7 ,applicable numb] ( cal5d> days ,! t]m applicable numb] ( cal5d> days means-- 7,a7 ) respect to claims = reimbursem5t submitt$ electronically1 #ad days2 & 7,b7 ) respect to claims = reimbursem5t submitt$ o!rwise1 #cj days4 7#d7 ,disc\nt$ price 7,a7 ,9 g5]al ,! t]m disc\nt$ price means1 subject to subp>agraphs 7,b7 & 7,c71 ) respect to an applicable drug ( a manufactur] disp5s$ dur+ a ye> to an applicable b5efici>y-- 7i7 :o has n incurr$ co/s1 z det]m9$ 9 accordance ) section #ahfj;,d-#b7;b77#d77;,c71 = cov]$ "p ,d drugs 9 ! ye> t are equal to or exce$ ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b77i7 = ! ye>1 #ij p]c5t ( ! negotiat$ price ( su* drug2 & 7ii7 :o has incurr$ su* co/s1 z s det]m9$1 9 ! ye> t are equal to or exce$ su* ?re%old = ! ye>1 #hj p]c5t ( ! negotiat$ price ( su* drug4 7,b7 ,phase-9 = c]ta9 drugs disp5s$ to ,,lis b5efici>ies 7i7 ,9 g5]al ,9 ! case ( an applicable drug ( a specifi$ manufactur] 7z def9$ 9 clause 7ii77 t is m>ket$ z ( ! date ( enactm5t ( ?is subp>agraph & disp5s$ = an applicable b5efici>y :o is a subsidy eligible individual 7z def9$ 9 section #ahfj;,d-#ad7;a77#c771 ! t]m disc\nt$ price means ! specifi$ ,,lis p]c5t 7z def9$ 9 clause 7iii77 ( ! negotiat$ price ( ! applicable drug ( ! manufactur]4 7ii7 ,specifi$ manufactur] 7,i7 ,9 g5]al ,9 ?is subp>agraph1 subject to subclause 7,,ii71 ! t]m specifi$ manufactur] means a manufactur] ( an applicable drug = :i*1 9 #bjba-- 7aa7 ! manufactur] _h a cov]age gap disc\nt agreem5t "u section #ahfj;,d-#ad;,a2 7bb7 ! total exp5ditures = all ( ! specifi$ drugs ( ! manufactur] cov]$ by su* agreem5t or agreem5ts = su* ye> & cov]$ "u ?is "p dur+ su* ye> repres5t$ less ?an #a4j p]c5t ( ! total exp5ditures "u ?is "p = all cov]$ ,"p ,d drugs dur+ su* ye>2 & 7cc7 ! total exp5ditures = all ( ! specifi$ drugs ( ! manufactur] t are s+le s\rce drugs & biological products cov]$ "u "p ,b dur+ su* ye> repres5t$ less ?an #a4j p]c5t ( ! total exp5ditures "u "p ,b = all drugs or biological products cov]$ "u su* "p dur+ su* ye>4 7,,ii7 ,specifi$ drugs 7aa7 ,9 g5]al ,= purposes ( ?is clause1 ! t]m specifi$ drug means1 ) respect to a specifi$ manufactur]1 = #bjba1 an applicable drug t is produc$1 prep>$1 propagat$1 comp\nd$1 conv]t$1 or process$ by ! manufactur]4 7bb7 ,aggregation rule ,all p]sons treat$ z a s+le employ] "u subsection 7a7 or 7b7 ( section #eb ( ! ,int]nal ,rev5ue ,code ( #aihf %all be treat$ z "o manufactur] = purposes ( ?is subp>agraph4 ,= purposes ( mak+ a det]m9ation pursuant to ! previ\s s5t5ce1 an agreem5t "u ?is section %all require t a manufactur] provide & atte/ to su* in=mation z specifi$ by ! ,secret>y z necess>y4 7,,iii7 ,limitation ,! t]m specifi$ manufactur] %all n include a manufactur] describ$ 9 subclause 7,i7 if su* manufactur] is acquir$ aft] #bjba by ano!r manufactur] t is n a specifi$ manufactur]1 effective at ! beg9n+ ( ! plan ye> imm$iately foll[+ su* acquisition or1 9 ! case ( an acquisition be=e #bjbd1 effective ,janu>y #a1 #bjbd4 7iii7 ,specifi$ ,,lis p]c5t ,9 ?is subp>agraph1 ! specifi$ ,,lis p]c5t means1 ) respect to a ye>-- 7,i7 = an applicable drug disp5s$ = an applicable b5efici>y describ$ 9 clause 7i7 :o has n incurr$ co/s1 z det]m9$ 9 accordance ) section #ahfj;,d-#b7;b77#d77;,c71 = cov]$ "p ,d drugs 9 ! ye> t are equal to or exce$ ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b77i7 = ! ye>-- 7aa7 = #bjbd1 #ii p]c5t2 7bb7 = #bjbe1 #ih p]c5t2 7cc7 = #bjbf1 #ie p]c5t2 7dd7 = #bjbg1 #ib p]c5t2 & 7ee7 = #bjbh & ea* subsequ5t ye>1 #ij p]c5t2 & 7,,ii7 = an applicable drug disp5s$ = an applicable b5efici>y describ$ 9 clause 7i7 :o has incurr$ co/s1 z det]m9$ 9 accordance ) section #ahfj;,d-#b7;b77#d77;,c71 = cov]$ "p ,d drugs 9 ! ye> t are equal to or exce$ ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b77i7 = ! ye>-- 7aa7 = #bjbd1 #ii p]c5t2 7bb7 = #bjbe1 #ih p]c5t2 7cc7 = #bjbf1 #ie p]c5t2 7dd7 = #bjbg1 #ib p]c5t2 7ee7 = #bjbh1 #ij p]c5t2 7ff7 = #bjbi1 #he p]c5t2 & 7gg7 = #bjcj & ea* subsequ5t ye>1 #hj p]c5t4 7,c7 ,phase-9 = specifi$ small manufactur]s 7i7 ,9 g5]al ,9 ! case ( an applicable drug ( a specifi$ small manufactur] 7z def9$ 9 clause 7ii77 t is m>ket$ z ( ! date ( enactm5t ( ?is subp>agraph & disp5s$ = an applicable b5efici>y1 ! t]m disc\nt$ price means ! specifi$ small manufactur] p]c5t 7z def9$ 9 clause 7iii77 ( ! negotiat$ price ( ! applicable drug ( ! manufactur]4 7ii7 ,specifi$ small manufactur] 7,i7 ,9 g5]al ,9 ?is subp>agraph1 subject to subclause 7,,iii71 ! t]m #8specifi$ small manufactur]' means a manufactur] ( an applicable drug = :i*1 9 #bjba-- 7aa7 ! manufactur] is a specifi$ manufactur] 7z def9$ 9 subp>agraph 7,b77ii772 & 7bb7 ! total exp5ditures "u "p ,d = any "o ( ! specifi$ small manufactur] drugs ( ! manufactur] t are cov]$ by ! agreem5t or agreem5ts "u section #ahfj;,d-#ad;,a ( su* manufactur] = su* ye> & cov]$ "u ?is "p dur+ su* ye> are equal to or m ?an #hj p]c5t ( ! total exp5ditures "u ?is "p = all specifi$ small manufactur] drugs ( ! manufactur] t are cov]$ by su* agreem5t or agreem5ts = su* ye> & cov]$ "u ?is "p dur+ su* ye>4 7,,ii7 ,specifi$ small manufactur] drugs 7aa7 ,9 g5]al ,= purposes ( ?is clause1 ! t]m specifi$ small manufactur] drugs means1 ) respect to a specifi$ small manufactur]1 = #bjba1 an applicable drug t is produc$1 prep>$1 propagat$1 comp\nd$1 conv]t$1 or process$ by ! manufactur]4 7bb7 ,aggregation rule ,all p]sons treat$ z a s+le employ] "u subsection 7a7 or 7b7 ( section #eb ( ! ,int]nal ,rev5ue ,code ( #aihf %all be treat$ z "o manufactur] = purposes ( ?is subp>agraph4 ,= purposes ( mak+ a det]m9ation pursuant to ! previ\s s5t5ce1 an agreem5t "u ?is section %all require t a manufactur] provide & atte/ to su* in=mation z specifi$ by ! ,secret>y z necess>y4 7,,iii7 ,limitation ,! t]m specifi$ small manufactur] %all n include a manufactur] describ$ 9 subclause 7,i7 if su* manufactur] is acquir$ aft] #bjba by ano!r manufactur] t is n a specifi$ small manufactur]1 effective at ! beg9n+ ( ! plan ye> imm$iately foll[+ su* acquisition or1 9 ! case ( an acquisition be=e #bjbd1 effective ,janu>y #a1 #bjbd4 7iii7 ,specifi$ small manufactur] p]c5t ,9 ?is subp>agraph1 ! t]m specifi$ small manufactur] p]c5t means1 ) respect to a ye>-- 7,i7 = an applicable drug disp5s$ = an applicable b5efici>y :o has n incurr$ co/s1 z det]m9$ 9 accordance ) section #ahfj;,d-#b7;b77#d77;,c71 = cov]$ "p ,d drugs 9 ! ye> t are equal to or exce$ ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b77i7 = ! ye>-- 7aa7 = #bjbd1 #ii p]c5t2 7bb7 = #bjbe1 #ih p]c5t2 7cc7 = #bjbf1 #ie p]c5t2 7dd7 = #bjbg1 #ib p]c5t2 & 7ee7 = #bjbh & ea* subsequ5t ye>1 #ij p]c5t2 & 7,,ii7 = an applicable drug disp5s$ = an applicable b5efici>y :o has incurr$ co/s1 z det]m9$ 9 accordance ) section #ahfj;,d-#b7;b77#d77;,c71 = cov]$ "p ,d drugs 9 ! ye> t are equal to or exce$ ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b77i7 = ! ye>-- 7aa7 = #bjbd1 #ii p]c5t2 7bb7 = #bjbe1 #ih p]c5t2 7cc7 = #bjbf1 #ie p]c5t2 7dd7 = #bjbg1 #ib p]c5t2 7ee7 = #bjbh1 #ij p]c5t2 7ff7 = #bjbi1 #he p]c5t2 & 7gg7 = #bjcj & ea* subsequ5t ye>1 #hj p]c5t4 7,d7 ,total exp5ditures ,= purposes ( ?is p>agraph1 ! t]m total exp5ditures includes1 9 ! case ( exp5ditures ) respect to "p ,d1 +r$i5t co/s1 disp5s+ fees1 sales tax1 &1 if applicable1 vacc9e adm9i/ration fees4 ,! t]m total exp5ditures excludes1 9 ! case ( exp5ditures ) respect to "p ,b1 exp5ditures = a drug or biological t are bundl$ or packag$ into ! paym5t = ano!r s]vice4 7,e7 ,special case = c]ta9 claims 7i7 ,claims spann+ d$uctible ,9 ! case :]e ! entire am\nt ( ! negotiat$ price ( an individual claim = an applicable drug ) respect to an applicable b5efici>y does n fall above ! annual d$uctible specifi$ 9 section #ahfj;,d-#b7;b77#a7 = ! ye>1 ! manufactur] ( ! applicable drug %all provide ! disc\nt$ price "u ?is section on only ! portion ( ! negotiat$ price ( ! applicable drug t falls above su* annual d$uctible4 7ii7 ,claims spann+ out-(-pocket ?re%old ,9 ! case :]e ! entire am\nt ( ! negotiat$ price ( an individual claim = an applicable drug ) respect to an applicable b5efici>y does n fall entirely bel[ or entirely above ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b77i7 = ! ye>1 ! manufactur] ( ! applicable drug %all provide ! disc\nt$ price-- 7,i7 9 accordance ) subp>agraph 7,a77i7 on ! portion ( ! negotiat$ price ( ! applicable drug t falls bel[ su* ?re%old2 & 7,,ii7 9 accordance ) subp>agraph 7,a77ii7 on ! portion ( su* price ( su* drug t falls at or above su* ?re%old4 7#e7 ,manufactur] ,! t]m manufactur] means any entity :i* is engag$ 9 ! production1 prep>ation1 propagation1 comp\nd+1 conv]sion1 or process+ ( prescription drug products1 ei!r directly or indirectly by extraction f sub/ances ( natural orig91 or indep5d5tly by means ( *emical syn!sis1 or by a comb9ation ( extraction & *emical syn!sis4 ,su* t]m does n include a :olesale di/ributor ( drugs or a retail ph>macy lic5s$ "u ,/ate law4 7#f7 ,negotiat$ price ,! t]m negotiat$ price has ! mean+ giv5 su* t]m 9 section #dbc4ajj ( title #db1 ,code ( ,f$]al ,regulations 7or any successor regulation7 &1 ) respect to an applicable drug1 su* negotiat$ price %all include any disp5s+ fee &1 if applicable1 any vacc9e adm9i/ration fee = ! applicable drug4 7#g7 ,qualifi$ retiree prescription drug plan ,! t]m qualifi$ retiree prescription drug plan has ! mean+ giv5 su* t]m 9 section #ahfj;,d-#bb7;a77#b74 #ahfj;,d-#ad;,d4 ,select$ drug subsidy program ,) respect to cov]$ "p ,d drugs t w\ld be applicable drugs 7z def9$ 9 section #ahfj;,d-#ad;,c7g77#b7 b = ! application ( subp>agraph 7,b7 ( su* section1 ! ,secret>y %all provide a process :]eby1 9 ! case ( an applicable b5efici>y 7z def9$ 9 section #ahfj;,d-#ad;,c7g77#a77 :o1 ) respect to a ye>1 is enroll$ 9 a prescription drug plan or is enroll$ 9 an ,,ma-,,pd plan1 has n incurr$ co/s t are equal to or exce$ ! annual out-(-pocket ?re%old specifi$ 9 section #ahfj;,d-#b7;b77#d77;,b77i71 & is disp5s$ su* a drug ! ,secret>y 7p]iodically & on a timely basis7 provides ! ,,pdp sponsor or ! ,,ma organization (f]+ ! plan1 a subsidy ) respect to su* drug t is equal to #aj p]c5t ( ! negotiat$ price 7z def9$ 9 section #ahfj;,d-#ad;,c7g77#f77 ( su* drug4 4 7#b7 ,sunset ( ,m$ic>e cov]age gap disc\nt program ,section #ahfj;,d-#ad;,a ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie-aad;a7 is am5d$-- 7,a7 9 subsection 7a71 9 ! fir/ s5t5ce1 by /rik+ ,! ,secret>y & ins]t+ ,subject to subsection 7h71 ! ,secret>y2 & 7,b7 by add+ at ! end ! foll[+ new subsection3 7h7 ,sunset ( program 7#a7 ,9 g5]al ,! program %all n apply ) respect to applicable drugs disp5s$ on or aft] ,janu>y #a1 #bjbd1 &1 subject to p>agraph 7#b71 agreem5ts "u ?is section %all be t]m9at$ z ( su* date4 7#b7 ,cont9u$ application = applicable drugs disp5s$ prior to sunset ,! provisions ( ?is section 7includ+ all responsibilities & duties7 %all cont9ue to apply on & aft] ,janu>y #a1 #bjbd1 ) respect to applicable drugs disp5s$ prior to su* date4 4 7#c7 ,inclusion ( actu>ial value ( manufactur] disc\nts 9 bids ,section #ahfj;,d-#aa ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aaa7 is am5d$-- 7,a7 9 subsection 7b77#b77;,c77iii7-- 7i7 by /rik+ assumptions reg>d+ ! re9surance & ins]t+ 8assumptions reg>d+-- 7,i7 ! re9surance 2 & 7ii7 by add+ at ! end ! foll[+3 7,,ii7 = #bjbd & ea* subsequ5t ye>1 ! manufactur] disc\nts provid$ "u section #ahfj;,d-#ad;,c subtract$ f ! actu>ial value to produce su* bid2 & 2 & 7,b7 9 subsection 7c77#a77;,c7-- 7i7 by /rik+ an actu>ial valuation ( ! re9surance & ins]t+ 8an actu>ial valuation (-- 7i7 ! re9surance 2 7ii7 9 clause 7i71 z ins]t$ by clause 7i7 ( ?is subp>agraph1 by add+ & at ! end2 & 7iii7 by add+ at ! end ! foll[+3 7ii7 = #bjbd & ea* subsequ5t ye>1 ! manufactur] disc\nts provid$ "u section #ahfj;,d-#ad;,c2 4 7e7 ,con=m+ am5dm5ts 7#a7 ,section #ahfj;,d-#b ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb7 is am5d$-- 7,a7 9 subsection 7a77#b77;,a77i77,i71 by /rik+ 1 or an increase 9 ! initial & ins]t+ or1 = a ye> prec$+ #bjbd1 an increase 9 ! initial2 7,b7 9 subsection 7c77#a77;,c7-- 7i7 9 ! subp>agraph head+1 by /rik+ at initial cov]age limit2 & 7ii7 by ins]t+ = a ye> prec$+ #bjbd or ! annual out-(-pocket ?re%old specifi$ 9 subsection 7b77#d77;,b7 = ! ye> = #bjbd & ea* subsequ5t ye> aft] subsection 7b77#c7 = ! ye> ea* place x appe>s2 & 7,c7 9 subsection 7d77#a77;,a71 by /rik+ or an initial & ins]t+ or1 = a ye> prec$+ #bjbd1 an initial4 7#b7 ,section #ahfj;,d-#d7;a77#d77;,b77i7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajd7;a77#d77;,b77i77 is am5d$ by /rik+ ! initial & ins]t+ = a ye> prec$+ #bjbd1 ! initial4 7#c7 ,section #ahfj;,d-#ad7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aad7;a77 is am5d$-- 7,a7 9 p>agraph 7#a7-- 7i7 9 subp>agraph 7,c71 by /rik+ ,! cont9uation & ins]t+ ,= a ye> prec$+ #bjbd1 ! cont9uation2 7ii7 9 subp>agraph 7,d77iii71 by /rik+ #ahfj;,d-#b7;b77#d77;,a77i77,i7 & ins]t+ #ahfj;,d-#b7;b77#d77;,a77i77,i77aa72 & 7iii7 9 subp>agraph 7,e71 by /rik+ ,! elim9ation & ins]t+ ,= a ye> prec$+ #bjbd1 ! elim9ation2 & 7,b7 9 p>agraph 7#b7-- 7i7 9 subp>agraph 7,c71 by /rik+ ,! cont9uation & ins]t+ ,= a ye> prec$+ #bjbd1 ! cont9uation2 & 7ii7 9 subp>agraph 7,e71 by /rik+ #ahfj;,d-#b7;b77#d77;,a77i77,i7 & ins]t+ #ahfj;,d-#b7;b77#d77;,a77i77,i77aa74 7#d7 ,section #ahfj;,d-#ba7;d77#g7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aca7;d77#g77 is am5d$ by /rik+ section #ahfj;,d-#b7;b77#d77;,b77i7 & ins]t+ section #ahfj;,d-#b7;b77#d77;,c77i74 7#e7 ,section #ahfj;,d-#bb7;a77#b77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#acb7;a77#b77;,a77 is am5d$-- 7,a7 by /rik+ ! value ( any disc\nt & ins]t+ ! foll[+3 ! value (-- 7i7 = ye>s prior to #bjbd1 any disc\nt 2 7,b7 9 clause 7i71 z ins]t$ by subp>agraph 7,a7 ( ?is p>agraph1 by /rik+ ! p]iod at ! end & ins]t+ 2 &2 & 7,c7 by add+ at ! end ! foll[+ new clause3 7ii7 = #bjbd & ea* subsequ5t ye>1 any disc\nt provid$ pursuant to section #ahfj;,d-#ad;,c4 4 7#f7 ,section #ahfj;,d-#da7;a77#f7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aea7;a77#f77 is am5d$-- 7,a7 by ins]t+ = a ye> be=e #bjbd aft] #ahfj;,d-#b7;b77#c72 & 7,b7 by ins]t+ = su* ye> be=e ! p]iod4 7#g7 ,section #ahfj;,d-#dc ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aec7 is am5d$-- 7,a7 9 subsection 7a7-- 7i7 by /rik+ p>agraph 7#a7 & ins]t+ ! foll[+3 7#a7 p>ticipate 9-- 7,a7 = #bjaa ?r\gh #bjbc1 ! ,m$ic>e cov]age gap disc\nt program "u section #ahfj;,d-#ad;,a2 & 7,b7 = #bjbd & ea* subsequ5t ye>1 ! manufactur] disc\nt program "u section #ahfj;,d-#ad;,c2 2 7ii7 by /rik+ p>agraph 7#b7 & ins]t+ ! foll[+3 7#b7 h ent]$ into & h 9 effect-- 7,a7 = #bjaa ?r\gh #bjbc1 an agreem5t describ$ 9 subsection 7b7 ( section #ahfj;,d-#ad;,a ) ! ,secret>y2 & 7,b7 = #bjbd & ea* subsequ5t ye>1 an agreem5t describ$ 9 subsection 7b7 ( section #ahfj;,d-#ad;,c ) ! ,secret>y2 & 2 & 7iii7 by /rik+ p>agraph 7#c7 & ins]t+ ! foll[+3 7#c7 h ent]$ into & h 9 effect1 "u t]ms & conditions specifi$ by ! ,secret>y-- 7,a7 = #bjaa ?r\gh #bjbc1 a contract ) a ?ird p>ty t ! ,secret>y has ent]$ into a contract ) "u subsection 7d77#c7 ( section #ahfj;,d-#ad;,a2 & 7,b7 = #bjbd & ea* subsequ5t ye>1 a contract ) a ?ird p>ty t ! ,secret>y has ent]$ into a contract ) "u subsection 7d77#c7 ( section #ahfj;,d-#ad;,c4 2 & 7,b7 by /rik+ subsection 7b7 & ins]t+ ! foll[+3 7b7 ,effective date ,p>agraphs 7#a77;,a71 7#b77;,a71 & 7#c77;,a7 ( subsection 7a7 %all apply to cov]$ "p ,d drugs disp5s$ "u ?is "p on or aft] ,janu>y #a1 #bjaa1 & be=e ,janu>y #a1 #bjbd1 & p>agraphs 7#a77;,b71 7#b77;,b71 & 7#c77;,b7 ( su* subsection %all apply to cov]$ "p ,d drugs disp5s$ "u ?is "p on or aft] ,janu>y #a1 #bjbd4 4 7#h7 ,section #aibg ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7 is am5d$-- 7,a7 9 subsection 7c77#a77;,c77i77,,vi71 by ins]t+ be=e ! p]iod at ! end ! foll[+3 or "u ! manufactur] disc\nt program "u section #ahfj;,d-#ad;,c2 & 7,b7 9 subsection 7k77#a77;,b77i77,v71 by ins]t+ be=e ! p]iod at ! end ! foll[+3 or "u section #ahfj;,d-#ad;,c4 7f7 ,implem5tation = #bjbd & #bjbe ,not)/&+ any o!r provision ( ?is section1 ! ,secret>y %all implem5t ?is section1 includ+ ! am5dm5ts made by ?is section1 = #bjbd & #bjbe by program in/ruction or o!rwise4 7g7 ,fund+ ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dd1jjj1jjj = fiscal ye> #bjbb1 #ch1jjj1jjj = fiscal ye> #bjbc1 & #cb1jjj1jjj = ea* ( fiscal ye>s #bjbd ?r\gh #bjca1 to rema9 available until exp5d$1 to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is section4 #acibjb4 ,maximum mon?ly cap on co/ %>+ paym5ts "u prescription drug plans & ma-pd plans 7a7 ,9 g5]al ,section #ahfj;,d-#b7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb7;b771 z am5d$ by section #acibja1 is am5d$-- 7#a7 9 p>agraph 7#b7-- 7,a7 9 subp>agraph 7,a71 by /rik+ & 7,d7 & ins]t+ 1 7,d71 & 7,e72 & 7,b7 by add+ at ! end ! foll[+ new subp>agraph3 7,e7 ,maximum mon?ly cap on co/ %>+ paym5ts 7i7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbe1 ea* ,,pdp sponsor (f]+ a prescription drug plan & ea* ,,ma organization (f]+ an ,,ma-,,pd plan %all provide to any enrollee ( su* plan1 includ+ an enrollee :o is a subsidy eligible individual 7z def9$ 9 p>agraph 7#c7 ( section #ahfj;,d-#ad7;a771 ! option to elect ) respect to a plan ye> to pay co/ %>+ "u ! plan 9 mon?ly am\nts t are capp$ 9 accordance ) ?is subp>agraph4 7ii7 ,det]m9ation ( maximum mon?ly cap ,= ea* mon? 9 ! plan ye> = :i* an enrollee 9 a prescription drug plan or an ,,ma-,,pd plan has made an election pursuant to clause 7i71 ! ,,pdp sponsor or ,,ma organization %all det]m9e a maximum mon?ly cap 7z def9$ 9 clause 7iv77 = su* enrollee4 7iii7 ,b5efici>y mon?ly paym5ts ,) respect to an enrollee :o has made an election pursuant to clause 7i71 = ea* mon? describ$ 9 clause 7ii71 ! ,,pdp sponsor or ,,ma organization %all bill su* enrollee an am\nt 7n to exce$ ! maximum mon?ly cap7 = ! out-(-pocket co/s ( su* enrollee 9 su* mon?4 7iv7 ,maximum mon?ly cap def9$ ,9 ?is subp>agraph1 ! t]m maximum mon?ly cap means1 ) respect to an enrollee-- 7,i7 = ! fir/ mon? = :i* ! enrollee has made an election pursuant to clause 7i71 an am\nt det]m9$ by calculat+-- 7aa7 ! annual out-(-pocket ?re%old specifi$ 9 p>agraph 7#d77;,b7 m9us ! incurr$ co/s ( ! enrollee z describ$ 9 p>agraph 7#d77;,c72 divid$ by 7bb7 ! numb] ( mon?s rema9+ 9 ! plan ye>2 & 7,,ii7 = a subsequ5t mon?1 an am\nt det]m9$ by calculat+-- 7aa7 ! sum ( any rema9+ out-(-pocket co/s ow$ by ! enrollee f a previ\s mon? t h n yet be5 bill$ to ! enrollee & any additional out-(-pocket co/s incurr$ by ! enrollee2 divid$ by 7bb7 ! numb] ( mon?s rema9+ 9 ! plan ye>4 7v7 ,additional requirem5ts ,! foll[+ requirem5ts %all apply ) respect to ! option to make an election pursuant to clause 7i7 "u ?is subp>agraph3 7,i7 ,secret>ial responsibilities ,! ,secret>y %all provide in=mation to "p ,d eligible individuals on ! option to make su* election ?r\gh educational mat]ials1 includ+ ?r\gh ! notices provid$ "u section #ahjd7;a74 7,,ii7 ,tim+ ( election ,an enrollee 9 a prescription drug plan or an ,,ma-,,pd plan may make su* an election-- 7aa7 prior to ! beg9n+ ( ! plan ye>2 or 7bb7 9 any mon? dur+ ! plan ye>4 7,,iii7 ,pdp sponsor & ma organization responsibilities ,ea* ,,pdp sponsor (f]+ a prescription drug plan or ,,ma organization (f]+ an ,,ma-,,pd plan-- 7aa7 may n limit ! option = an enrollee to make su* an election to c]ta9 cov]$ "p ,d drugs2 7bb7 %all1 prior to ! plan ye>1 notify prospective enrollees ( ! option to make su* an election 9 promotional mat]ials2 7cc7 %all include in=mation on su* option 9 enrollee educational mat]ials2 7dd7 %all h 9 place a me*anism to notify a ph>macy dur+ ! plan ye> :5 an enrollee incurs out-(-pocket co/s ) respect to cov]$ "p ,d drugs t make x likely ! enrollee may b5efit f mak+ su* an election2 7ee7 %all provide t a ph>macy1 aft] receiv+ a notification describ$ 9 item 7dd7 ) respect to an enrollee1 in=ms ! enrollee ( su* notification2 7ff7 %all ensure t su* an election by an enrollee has no effect on ! am\nt paid to ph>macies 7or ! tim+ ( su* paym5ts7 ) respect to cov]$ "p ,d drugs disp5s$ to ! enrollee2 & 7gg7 %all h 9 place a f9ancial reconciliation process to correct inaccuracies 9 paym5ts made by an enrollee "u ?is subp>agraph ) respect to cov]$ "p ,d drugs dur+ ! plan ye>4 7,,iv7 ,failure to pay am\nt bill$ ,if an enrollee fails to pay ! am\nt bill$ = a mon? z requir$ "u ?is subp>agraph1 ! election ( ! enrollee pursuant to clause 7i7 %all be t]m9at$ & ! enrollee %all pay ! co/ %>+ o!rwise applicable = any cov]$ "p ,d drugs subsequ5tly disp5s$ to ! enrollee up to ! annual out-(-pocket ?re%old specifi$ 9 p>agraph 7#d77;,b74 7,v7 ,cl>ification reg>d+ pa/ due am\nts ,no?+ 9 ?is subp>agraph %all be con/ru$ z prohibit+ a ,,pdp sponsor or an ,,ma organization f bill+ an enrollee = an am\nt ow$ "u ?is subp>agraph4 7,,vi7 ,treatm5t ( unsettl$ balances ,any unsettl$ balances ) respect to am\nts ow$ "u ?is subp>agraph %all be treat$ z plan losses & ! ,secret>y %all n be liable = any su* balances outside ( ^? assum$ z losses e/imat$ 9 plan bids4 2 & 7#b7 9 p>agraph 7#d7-- 7,a7 9 subp>agraph 7,c71 by /rik+ 9 subp>agraph 7,e7 & ins]t+ 9 subp>agraph 7,e7 & subject to subp>agraph 7,f72 & 7,b7 by add+ at ! end ! foll[+ new subp>agraph3 7,f7 ,inclusion ( co/s paid "u maximum mon?ly cap option ,9 apply+ subp>agraph 7,a71 ) respect to an enrollee :o has made an election pursuant to clause 7i7 ( p>agraph 7#b77;,e71 co/s %all be treat$ z incurr$ if su* co/s are paid by a ,,pdp sponsor or an ,,ma organization "u ! option provid$ "u su* p>agraph4 4 7b7 ,application to alt]native prescription drug cov]age ,section #ahfj;,d-#b7;c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb7;c77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,same maximum mon?ly cap on co/ %>+ ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbe1 ! maximum mon?ly cap on co/ %>+ paym5ts "u ! option provid$ "u subsection 7b77#b77;,e7 %all apply to su* cov]age4 4 7c7 ,implem5tation = #bjbe ,! ,secret>y %all implem5t ?is section1 includ+ ! am5dm5ts made by ?is section1 = #bjbe by program in/ruction or o!rwise4 7d7 ,fund+ ,9 addition to am\nts o!rwise available1 !re are appropriat$ to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjca1 to rema9 available until exp5d$1 to c>ry out ! provisions (1 includ+ ! am5dm5ts made by1 ?is section4 #d ,repeal ( ,c]ta9 ,prescription ,drug ,rebate ,rule #acicja4 ,prohibit+ implem5tation ( rule relat+ to elim9at+ ! anti-kickback /atute safe h>bor protection = prescription drug rebates ,beg9n+ ,janu>y #a1 #bjbf1 ! ,secret>y ( ,heal? & ,human ,s]vices %all n implem5t1 adm9i/]1 or en=ce ! provisions ( ! f9al rule publi%$ by ! ,(fice ( ! ,inspector ,g5]al ( ! ,dep>tm5t ( ,heal? & ,human ,s]vices on ,novemb] #cj1 #bjbj1 & titl$ ,fraud & ,abuse2 ,removal ( ,safe ,h>bor ,protection = ,rebates ,involv+ ,prescription ,ph>maceuticals & ,creation ( ,new ,safe ,h>bor ,protection = ,c]ta9 ,po9t-(-,sale ,r$uctions 9 ,price on ,prescription ,ph>maceuticals & ,c]ta9 ,ph>macy ,b5efit ,manag] ,s]vice ,fees 7#he ,f$4 ,reg4 #gffff74 #e ,miscellane\s #acidja4 ,appropriate co/-%>+ = c]ta9 insul9 products "u ,m$ic>e "p ,d 7a7 ,9 g5]al ,section #ahfj;,d-#b ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb7 is am5d$-- 7#a7 9 subsection 7b7-- 7,a7 9 p>agraph 7#a77;,a71 by /rik+ ,! cov]age & ins]t+ ,subject to p>agraph 7#h71 ! cov]age2 7,b7 9 p>agraph 7#b77;,a71 by /rik+ & 7,d7 & ins]t+ & 7,d7 & p>agraph 7#h72 7,c7 9 p>agraph 7#c77;,a71 by /rik+ & 7#d7 & ins]t+ 7#d71 & 7#h72 7,d7 9 p>agraph 7#d77;,a77i71 by /rik+ ,! cov]age & ins]t+ ,subject to p>agraph 7#h71 ! cov]age2 & 7,e7 by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,treatm5t ( co/-%>+ = c]ta9 insul9 products 7,a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbc1 ! foll[+ %all apply ) respect to insul9 products 7z def9$ 9 subp>agraph 7,b773 7i7 ,no application ( d$uctible ,! d$uctible "u p>agraph 7#a7 %all n apply ) respect to su* insul9 products4 7ii7 ,application ( co/-%>+ 7,i7 ,plan ye> #bjbc ,= plan ye> #bjbc1 ! cov]age provides b5efits = su* insul9 products1 reg>dless ( :e!r an individual has rea*$ ! initial cov]age limit "u p>agraph 7#c7 or ! out-(-pocket ?re%old "u p>agraph 7#d71 ) co/-%>+ t is equal to ! applicable copaym5t am\nt4 7,,ii7 ,plan ye> #bjbd & subsequ5t plan ye>s ,= plan ye> #bjbd & subsequ5t plan ye>s1 ! cov]age provides b5efits = su* insul9 products1 prior to an individual rea*+ ! out-(-pocket ?re%old "u p>agraph 7#d71 ) co/-%>+ t is equal to ! applicable copaym5t am\nt4 7,,iii7 ,applicable copaym5t am\nt ,= purposes ( ?is clause1 ! t]m applicable copaym5t am\nt means1 ) respect to an insul9 product "u a prescription drug plan or an ,,ma-,,pd plan1 an am\nt t is n m ?an #ce4 7,b7 ,insul9 product ,= purposes ( ?is p>agraph1 ! t]m insul9 product means an insul9 product t is approv$ "u section #eje ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act & m>ket$ pursuant to su* approval or lic5sure1 includ+ any insul9 product t has be5 deem$ to be lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act pursuant to section #gjjb7;e77#d7 ( ! ,biologics ,price ,competition & ,innovation ,act ( #bjji & m>ket$ pursuant to su* section4 2 & 7#b7 9 subsection 7c71 by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,treatm5t ( co/-%>+ = insul9 products ,! cov]age is provid$ 9 accordance ) subsection 7b77#h74 4 7b7 ,con=m+ am5dm5ts to co/-%>+ = l[-income individuals ,section #ahfj;,d-#ad7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aad7;a77 is am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 9 subp>agraph 7,d77iii71 by add+ at ! end ! foll[+ new s5t5ce3 ,= plan ye> #bjbc & subsequ5t plan ye>s1 ! copaym5t am\nt applicable "u ! prec$+ s5t5ce to an insul9 product 7z def9$ 9 section #ahfj;,d-#b7;b77#h77;,b77 furni%$ to ! individual may n exce$ ! applicable copaym5t am\nt = ! product "u ! prescription drug plan or ,,ma-,,pd plan 9 :i* ! individual is enroll$42 & 7,b7 9 subp>agraph 7,e71 by ins]t+ ! foll[+ be=e ! p]iod at ! end or "u section #ahfj;,d-#b7;b77#h7 9 ! case ( an insul9 product 7z def9$ 9 subp>agraph 7,b7 ( su* section72 & 7#b7 9 p>agraph 7#b7-- 7,a7 9 subp>agraph 7,d71 by add+ at ! end ! foll[+ new s5t5ce3 ,= plan ye> #bjbc & subsequ5t plan ye>s1 ! am\nt ( ! co9surance applicable "u ! prec$+ s5t5ce to an insul9 product 7z def9$ 9 section #ahfj;,d-#b7;b77#h77;,b77 furni%$ to ! individual may n exce$ ! applicable copaym5t am\nt = ! product "u ! prescription drug plan or ,,ma-,,pd plan 9 :i* ! individual is enroll$42 & 7,b7 9 subp>agraph 7,e71 by add+ at ! end ! foll[+ new s5t5ce3 ,= plan ye> #bjbc1 ! am\nt ( ! copaym5t or co9surance applicable "u ! prec$+ s5t5ce to an insul9 product 7z def9$ 9 section #ahfj;,d-#b7;b77#h77;,b77 furni%$ to ! individual may n exce$ ! applicable copaym5t am\nt = ! product "u ! prescription drug plan or ,,ma-,,pd plan 9 :i* ! individual is enroll$4 7c7 ,implem5tation ,! ,secret>y %all implem5t ?is section = plan ye>s #bjbc & #bjbd by program in/ruction or o!rwise4 #acidjb4 ,cov]age ( adult vacc9es recomm5d$ by ! ,advisory ,committee on ,immunization ,practices "u ,m$ic>e "p ,d 7a7 ,ensur+ treatm5t ( co/ %>+ is consi/5t ) treatm5t ( vacc9es "u m$ic>e "p b ,section #ahfj;,d-#b ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb71 z am5d$ by section #acidja1 is fur!r am5d$-- 7#a7 9 subsection 7b7-- 7,a7 9 p>agraph 7#a77;,a71 by /rik+ p>agraph 7#h7 & ins]t+ p>agraphs 7#h7 & 7#i72 7,b7 9 p>agraph 7#b77;,a71 by /rik+ p>agraph 7#h7 & ins]t+ p>agraphs 7#h7 & 7#i72 7,c7 9 p>agraph 7#c77;,a71 by /rik+ & 7#h7 & ins]t+ 7#h71 & 7#i72 7,d7 9 p>agraph 7#d77;,a77i71 by /rik+ p>agraph 7#h7 & ins]t+ p>agraphs 7#h7 & 7#i72 & 7,e7 by add+ at ! end ! foll[+ new p>agraph3 7#i7 ,treatm5t ( co/ %>+ = adult vacc9es recomm5d$ by ! advisory committee on immunization practices consi/5t ) treatm5t ( vacc9es "u "p b 7,a7 ,9 g5]al ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbd 1 ! foll[+ %all apply ) respect to an adult vacc9e recomm5d$ by ! ,advisory ,committee on ,immunization ,practices 7z def9$ 9 subp>agraph 7,b773 7i7 ,no application ( d$uctible ,! d$uctible "u p>agraph 7#a7 %all n apply ) respect to su* vacc9e4 7ii7 ,no application ( co9surance or any o!r co/-%>+ ,!re %all be no co9surance or o!r co/-%>+ "u ?is "p ) respect to su* vacc9e1 reg>dless ( :e!r = co/s bel[1 at1 or above ! initial cov]age limit "u p>agraph 7#c7 or ! out-(-pocket ?re%old "u p>agraph 7#d74 7,b7 ,adult vacc9es recomm5d$ by ! advisory committee on immunization practices ,= purposes ( ?is p>agraph1 ! t]m adult vacc9e recomm5d$ by ! ,advisory ,committee on ,immunization ,practices means a cov]$ "p ,d drug t is a vacc9e lic5s$ "u section #cea ( ! ,public ,heal? ,s]vice ,act = use by adult populations & adm9i/]$ 9 accordance ) recomm5dations ( ! ,advisory ,committee on ,immunization ,practices ( ! ,c5t]s = ,disease ,control & ,prev5tion4 2 & 7#b7 9 subsection 7c71 by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,treatm5t ( co/ %>+ = adult vacc9es recomm5d$ by ! advisory committee on immunization practices ,! cov]age is 9 accordance ) subsection 7b77#i74 4 7b7 ,con=m+ am5dm5ts to co/ %>+ = l[-income individuals ,section #ahfj;,d-#ad7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aad7;a771 z am5d$ by section #acidja1 is fur!r am5d$-- 7#a7 9 p>agraph 7#a77;,d71 9 ea* ( clauses 7ii7 & 7iii71 by /rik+ ,9 ! case & ins]t+ ,subject to p>agraph 7#f71 9 ! case2 7#b7 9 p>agraph 7#b7-- 7,a7 9 subp>agraph 7,b71 by /rik+ ,a r$uction & ins]t+ ,subject to p>agraph 7#f71 a r$uction 7,b7 9 subp>agraph 7,d71 by /rik+ ,! sub/itution & ins]t+ ,subject to p>agraph 7#f71 ! sub/itution2 & 7,c7 9 subp>agraph 7,e71 by /rik+ subsection 7c7 & ins]t+ p>agraph 7#f7 & subsection 7c72 & 7#c7 by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,no application ( co/ %>+ = adult vacc9es recomm5d$ by ! advisory committee on immunization practices ,= plan ye>s beg9n+ on or aft] ,janu>y #a1 #bjbd1 !re %all be no co/ %>+ "u ?is section1 includ+ no annual d$uctible applicable "u ?is section1 ) respect to an adult vacc9e recomm5d$ by ! ,advisory ,committee on ,immunization ,practices 7z def9$ 9 subp>agraph 7,b7 ( su* section74 4 7c7 ,rule ( con/ruction ,no?+ 9 ?is section %all be con/ru$ z limit+ cov]age "u "p ,d ( title ,,xviii ( ! ,social ,security ,act = vacc9es t are n recomm5d$ by ! ,advisory ,committee on ,immunization ,practices4 7d7 ,implem5tation = #bjbd ,! ,secret>y %all implem5t ?is section1 includ+ ! am5dm5ts made by ?is section1 = #bjbd by program in/ruction or o!rwise4 #acidjc4 ,paym5t = biosimil> biological products dur+ initial p]iod ,section #ahdg;,a7c77#d7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c;a7c77#d77 is am5d$-- 7#a7 9 ea* ( subp>agraphs 7,a7 & 7,b71 by r$esignat+ clauses 7i7 & 7ii7 z subclauses 7,i7 & 7,,ii71 respectively1 & mov+ su* subclauses #b ems to ! "r2 7#b7 by r$esignat+ subp>agraphs 7,a7 & 7,b7 z clauses 7i7 & 7ii7 & mov+ su* clauses #b ems to ! "r2 7#c7 by /rik+ unavailable4--,9 ! case & ins]t+ 8unavailable4-- 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 9 ! case 2 & 7#d7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 ,limitation on paym5t am\nt = biosimil> biological products dur+ initial p]iod ,9 ! case ( a biosimil> biological product furni%$ on or aft] ,july #a1 #bjbc1 dur+ ! initial p]iod describ$ 9 subp>agraph 7,a7 ) respect to ! biosimil> biological product1 ! am\nt payable "u ?is section = ! biosimil> biological product is ! less] ( ! foll[+3 7i7 ,! am\nt det]m9$ "u clause 7ii7 ( su* subp>agraph = ! biosimil> biological product4 7ii7 ,! am\nt det]m9$ "u subsection 7b77#a77;,b7 = ! ref]5ce biological product4 4 #acidjd4 ,tempor>y increase 9 ,m$ic>e "p ,b paym5t = c]ta9 biosimil> biological products ,section #ahdg;,a7b77#h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c;a7b77#h77 is am5d$-- 7#a7 by r$esignat+ subp>agraphs 7,a7 & 7,b7 z clauses 7i7 & 7ii71 respectively1 & mov+ ! m>g9 ( ea* su* r$esignat$ clause #b ems to ! "r2 7#b7 by /rik+ product4--,! am\nt & ins]t+ ! foll[+3 8product4-- 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 ! am\nt 2 & 7#c7 by add+ at ! end ! foll[+ new subp>agraph3 7,b7 ,tempor>y paym5t increase 7i7 ,9 g5]al ,9 ! case ( a qualify+ biosimil> biological product t is furni%$ dur+ ! applicable #e-ye> p]iod = su* product1 ! am\nt specifi$ 9 ?is p>agraph = su* product ) respect to su* p]iod is ! sum det]m9$ "u subp>agraph 7,a71 except t clause 7ii7 ( su* subp>agraph %all be appli$ by sub/itut+ #h p]c5t = #f p]c5t4 7ii7 ,applicable #e-ye> p]iod ,= purposes ( clause 7i71 ! applicable #e-ye> p]iod = a qualify+ biosimil> biological product is-- 7,i7 9 ! case ( su* a product = :i* paym5t 0 made "u ?is p>agraph z ( ,m>* #ca1 #bjbb1 ! #e-ye> p]iod beg9n+ on ,april #a1 #bjbb2 & 7,,ii7 9 ! case ( su* a product = :i* paym5t is fir/ made "u ?is p>agraph dur+ a cal5d> qu>t] dur+ ! p]iod beg9n+ ,april #a1 #bjbb1 & end+ ,m>* #ca1 #bjbg1 ! #e-ye> p]iod beg9n+ on ! fir/ day ( su* cal5d> qu>t] dur+ :i* su* paym5t is fir/ made4 7iii7 ,qualify+ biosimil> biological product def9$ ,= purposes ( ?is subp>agraph1 ! t]m qualify+ biosimil> biological product means a biosimil> biological product describ$ 9 p>agraph 7#a77;,c7 ) respect to :i*-- 7,i7 9 ! case ( a product describ$ 9 clause 7ii77,i71 ! av]age sales price "u p>agraph 7#h77;,a77i7 = a cal5d> qu>t] dur+ ! #e-ye> p]iod describ$ 9 su* clause is n m ?an ! av]age sales price "u p>agraph 7#d77;,a7 = su* qu>t] = ! ref]5ce biological product2 & 7,,ii7 9 ! case ( a product describ$ 9 clause 7ii77,,ii71 ! av]age sales price "u p>agraph 7#h77;,a77i7 = a cal5d> qu>t] dur+ ! #e-ye> p]iod describ$ 9 su* clause is n m ?an ! av]age sales price "u p>agraph 7#d77;,a7 = su* qu>t] = ! ref]5ce biological product4 4 #acidje4 ,improv+ access to adult vacc9es "u ,m$icaid & ,,*ip 7a7 ,m$icaid 7#a7 ,requir+ cov]age ( adult vacc9ations 7,a7 ,9 g5]al ,section #aijb7;a77#aj77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7a77#aj77;,a77 is am5d$ 9 ! matt] prec$+ clause 7i7 by ins]t+ 7#ac77;,b71 aft] 7#e714 7,b7 ,m$ically ne$y ,section #aijb7;a77#aj77;,c77iv7 ( su* ,act 7#db ,u4,s4,c4 #acif;a7a77#aj77;,c77iv77 is am5d$ by ins]t+ 1 7#ac77;,b71 aft] 7#e74 7#b7 ,no co/ %>+ = vacc9ations 7,a7 ,g5]al co/-%>+ limitations ,section #aiaf ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifo7 is am5d$-- 7i7 9 subsection 7a77#b7-- 7,i7 9 subp>agraph 7,g71 by ins]t+ a comma aft] ,/ate plan2 7,,ii7 9 subp>agraph 7,h71 by /rik+ 2 or & ins]t+ a comma2 7,,iii7 9 subp>agraph 7,i71 by /rik+ 2 & & ins]t+ 1 or2 & 7,,iv7 by add+ at ! end ! foll[+ new subp>agraph3 7,j7 vacc9es describ$ 9 section #aije7;a77#ac77;,b7 & ! adm9i/ration ( su* vacc9es2 & 2 & 7ii7 9 subsection 7b77#b7-- 7,i7 9 subp>agraph 7,g71 by ins]t+ a comma aft] ,/ate plan2 7,,ii7 9 subp>agraph 7,h71 by /rik+ 2 or & ins]t+ a comma2 7,,iii7 9 subp>agraph 7,i71 by /rik+ 2 & & ins]t+ 1 or2 & 7,,iv7 by add+ at ! end ! foll[+ new subp>agraph3 7,j7 vacc9es describ$ 9 section #aije7;a77#ac77;,b7 & ! adm9i/ration ( su* vacc9es2 & 4 7,b7 ,application to alt]native co/ %>+ ,section #aiaf;,a7b77#c77;,b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifo-#a7;b77#c77;,b77 is am5d$ by add+ at ! end ! foll[+ new clause3 7xiv7 ,vacc9es describ$ 9 section #aije7;a77#ac77;,b7 & ! adm9i/ration ( su* vacc9es4 4 7#c7 ,increas$ ,,fmap = adult vacc9es ,section #aije7;b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;d7b77 is am5d$-- 7,a7 by /rik+ & 7#e7 & ins]t+ 7#e72 7,b7 by /rik+ s]vices & vacc9es describ$ 9 subp>agraphs 7,a7 & 7,b7 ( subsection 7a77#ac71 & prohibits co/-%>+ = su* s]vices & vacc9es & ins]t+ s]vices describ$ 9 subsection 7a77#ac77;,a71 & prohibits co/-%>+ = su* s]vices2 7,c7 by /rik+ m$ical assi/ance = su* s]vices & vacc9es & ins]t+ m$ical assi/ance = su* s]vices2 & 7,d7 by ins]t+ 1 & 7#f7 dur+ ! fir/ #h fiscal qu>t]s beg9n+ on or aft] ! effective date ( ?is clause1 9 ! case ( a ,/ate :i*1 z ( ! date ( enactm5t ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 provides m$ical assi/ance = vacc9es describ$ 9 subsection 7a77#ac77;,b7 & _! adm9i/ration & prohibits co/-%>+ = su* vacc9es1 ! ,f$]al m$ical assi/ance p]c5tage1 z det]m9$ "u ?is subsection & subsection 7y71 %all be increas$ by #a p]c5tage po9t ) respect to m$ical assi/ance = su* vacc9es be=e ! fir/ p]iod4 7b7 ,,*ip 7#a7 ,requir+ cov]age ( adult vacc9ations ,section #bajc7;c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;cc7c77 is am5d$ by add+ at ! end ! foll[+ p>agraph3 7#ab7 ,requir$ cov]age ( approv$1 recomm5d$ adult vacc9es & _! adm9i/ration ,reg>dless ( ! type ( cov]age elect$ by a ,/ate "u subsection 7a71 if ! ,/ate *ild heal? plan or a waiv] ( su* plan provides *ild heal? assi/ance or pregnancy-relat$ assi/ance 7z def9$ 9 section #baab7 to an individual :o is #ai ye>s ( age or old]1 su* assi/ance %all include cov]age ( vacc9es describ$ 9 section #aije7;a77#ac77;,b7 & _! adm9i/ration4 4 7#b7 ,no co/-%>+ = vacc9ations ,section #bajc7;e77#b7 ( su* ,act 7#db ,u4,s4,c4 #acig;cc7e77#b77 is am5d$ by ins]t+ vacc9es describ$ 9 subsection 7c77#ab7 7& ! adm9i/ration ( su* vacc9es71 aft] 9 vitro diagno/ic products describ$ 9 subsection 7c77#aj7 7& adm9i/ration ( su* products714 7c7 ,effective date ,! am5dm5ts made by ?is section take effect on ! #a/ day ( ! #a/ fiscal qu>t] t beg9s on or aft] ! date t is #a ye> aft] ! date ( enactm5t ( ?is ,act & %all apply to exp5ditures made "u a ,/ate plan or waiv] ( su* plan "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif ?r\gh #acifw-#f7 or "u a ,/ate *ild heal? plan or waiv] ( su* plan "u title ,,xxi ( su* ,act 7#db ,u4,s4,c4 #acig;aa ?r\gh #acigmm7 on or aft] su* effective date4 ,j ,supplem5tal ,security ,income = ! ,t]ritories #acajja4 ,ext5sion ( ! supplem5tal security income program to ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 & ,am]ican ,samoa 7a7 ,9 g5]al ,section #cjc ( ! ,social ,security ,am5dm5ts ( #aigb 7#hf ,/at4 #adhd7 is am5d$ by /rik+ subsection 7b74 7b7 ,con=m+ am5dm5ts 7#a7 ,def9ition ( /ate ,section #aaja7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acja7;a77#a77 is am5d$ by /rik+ ! #e? s5t5ce & ins]t+ ! foll[+3 ,su* t]m :5 us$ 9 title ,,xvi includes ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 & ,am]ican ,samoa44 7#b7 ,exemption ( ,,ssi paym5ts f limit on total paym5ts to ! t]ritories ,section #aajh7;a77#a7 ( su* ,act 7#db ,u4,s4,c4 #acjh7;a77#a77 is am5d$ by /rik+ "u titles ,i1 ,x1 ,,xiv1 & ,,xvi4 7#c7 ,unit$ ,/ates nationals treat$ ! same z citiz5s ,section #afad7;a77#a77;,b7 ( su* ,act 7#db ,u4,s4,c4 #achb;c7a77#a77;,b77 is am5d$-- 7,a7 9 clause 7i77,i71 by ins]t+ or national ( ! ,unit$ ,/ates1 aft] citiz52 7,b7 9 clause 7i77,,ii71 by add+ 2 or at ! end2 & 7,c7 9 clause 7ii71 by ins]t+ or national aft] citiz54 7#d7 ,t]ritories includ$ 9 geographic mean+ ( ,unit$ ,/ates ,section #afad7;e7 ( su* ,act 7#db ,u4,s4,c4 #achb;c7e77 is am5d$ by /rik+ & ! ,di/rict ( ,columbia & ins]t+ 1 ! ,di/rict ( ,columbia1 ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 & ,am]ican ,samoa4 7c7 ,waiv] au?ority ,! ,commission] ( ,social ,security may waive or modify any /atutory requirem5t relat+ to ! provision ( b5efits "u ! ,supplem5tal ,security ,income ,program "u title ,,xvi ( ! ,social ,security ,act 9 ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 or ,am]ican ,samoa1 to ! ext5t t ! ,commission] deems x necess>y 9 ord] to adapt ! program to ! ne$s ( ! t]ritory involv$4 7d7 ,effective date ,?is section & ! am5dm5ts made by ?is section %all take effect on ,janu>y #a1 #bjbd4 ,pass$ ! ,h\se ( ,repres5tatives ,novemb] #ai1 #bjba4;,*]yl ,l4 ,johnson1,cl]k4 ,augu/ #c1 #bjbb,read ! second "t & plac$ on ! cal5d>