,,ib ,union ,cal5d> ,no4 #id #aag? ,,congress #a/ ,session ,h4 ,r4 #ecgf ,report ,no4 #aag-acj ,,9 ,,! ,,h\se ,,( ,,repres5tatives ,septemb] #bg1 #bjba,mr4 ,y>mu?1 f ! ,committee on ! ,budget1 report$ ! foll[+ bill2 :i* 0 committ$ to ! ,committee ( ! ,:ole ,h\se on ! ,/ate ( ! ,union & ord]$ to be pr9t$ ,a ,,bill ,to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 ,i ,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 )9 ! wildl&-urban int]face2 7#b7 #d1jjj1jjj1jjj =1 on a det]m9ation by ! ,secret>y t haz>d\s fuels )9 ! wildl&-urban int]face h be5 effectively treat$ to prev5t ! spread ( wildfire to at-risk communities1 haz>d\s fuels r$uction projects outside ! wildl&-urban int]face t are-- 7,a7 noncomm]cial 9 nature1 except on a det]m9ation by ! ,secret>y1 9 accordance ) ! be/ available sci5ce1 t ! h>ve/ ( m]*antable mat]ials is ecologically necess>y = re/oration & to enhance ecological integrity1 subject to ! requirem5t t ! sale ( m]*antable mat]ials %all be limit$ to small diamet] trees or biomass t are a byproduct ( projects "u ?is p>agraph2 7,b7 collaboratively develop$2 & 7,c7 c>ri$ out 9 a mann] t-- 7i7 enhances ! ecological integrity & a*ieves ! re/oration ( a =e/ ecosy/em2 7ii7 maximizes ! ret5tion ( old-gr[? & l>ge trees1 z appropriate = ! =e/ type2 & 7iii7 focuses on prescrib$ fire z ! prim>y means to a*ieve modifi$ wildl& fire behavior1 z measur$ by ! project$ r$uction ( un*>act]i/ically sev]e wildfire effects = ! =e/ type2 7#c7 #a1jjj1jjj1jjj = vegetation managem5t projects c>ri$ 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 #ejj1jjj1jjj = vegetation managem5t projects c>ri$ out 9 accordance )-- 7,a7 a wat] s\rce managem5t plan2 or 7,b7 a wat]%$ protection & re/oration action plan2 7#e7 #ejj1jjj1jjj = vegetation managem5t projects t-- 7,a7 ma9ta91 or contribute t[>d ! re/oration (1 old gr[? *>act]i/ics1 includ+ /ructure1 composition1 function1 & connectivity1 accord+ to ! ref]5ce old gr[? conditions *>act]i/ic ( ! =e/ type1 tak+ into acc\nt-- 7i7 ! contribution ( ! project to l&scape fire adaptation & ! ecological integrity ( wat]%$ & ecosy/em heal?2 & 7ii7 ! goal ( reta9+ ! l>ge trees contribut+ to old gr[? /ructure2 7,b7 focus prim>ily on small diamet] trees & prescrib$ fire to modify fire behavior1 z measur$ by ! project$ r$uction ( un*>act]i/ically sev]e wildfire effects = ! =e/ type2 & 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 ) a focus on-- 7,a7 ! assessm5t ( wat]%$1 ecological1 & c>bon conditions on ,national ,=e/ ,sy/em l&2 & 7,b7 ! revision & am5dm5t ( old] l& managem5t plans t pres5t opportunities to protect1 ma9ta91 re/ore1 & monitor ecological integrity1 ecological conditions = at-risk species1 & c>bon /orage2 7#h7 #ajj1jjj1jjj = ma9t5ance ( trails on ,national ,=e/ ,sy/em l&1 ) a focus on trails t provide to und]s]v$ communities access to ,national ,=e/ ,sy/em l&2 7#i7 #ajj1jjj1jjj = capital ma9t5ance & improvem5ts on ,national ,=e/ ,sy/em l&1 ) a focus 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 et seq47 ?r\gh-- 7,a7 ! hir+ & tra9+ ( additional p]sonnel2 7,b7 ! developm5t ( programmatic assessm5ts or templates2 7,c7 ! procurem5t ( te*nical or sci5tific s]vices2 7,d7 ! developm5t ( data or te*nology sy/ems2 7,e7 /akehold] & community engagem5t2 & 7,f7 ! pur*ase ( new equipm5t2 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& 9 implem5t+ ,=e/ ,s]vice haz>d\s fuels r$uction & o!r vegetation managem5t programs & projects bas$ on a sci5ce-bas$ analysis c>ri$ out by ! ,secret>y2 7#ac7 #ej1jjj1jjj to c>ry out po/-fire recov]y plans t-- 7,a7 emphasize ! use ( locally adapt$ native plant mat]ials to re/ore ! ecological integrity ( di/urb$ areas2 & 7,b7 d n include salvage logg+2 7#ad7 #ej1jjj1jjj to develop & c>ry out nonle?al activities & tactics to r$uce human-wildlife conflicts on ,national ,=e/ ,sy/em l&2 & 7#ae7 #b1bej1jjj1jjj to be us$ = /aff+1 sal>ies1 & o!r work=ce ne$s to support ! developm5t ( a ,civilian ,climate ,corps = ! purposes ( manag+ ,national ,=e/ ,sy/em l&1 subject to ! conditions t-- 7,a7 ! am\nts made available "u ?is p>agraph %all be 9 addition to any am\nts requir$ = sal>ies & exp5ses ne$$ to c>ry out projects "u ?is subsection2 & 7,b7 memb]s ( ! ,civilian ,climate ,corps %all be comp5sat$ at n less ?an #bjj p]c5t ( ! annual ,f$]al pov]ty l9e4 7b7 ,priority = fund+ ,! ,secret>y %all prioritize = implem5tation "u ?is section projects describ$ 9 p>agraphs 7#a7 ?r\gh 7#e7 ( subsection 7a7-- 7#a7 = :i* an environm5tal assessm5t or an environm5tal impact /atem5t requir$ "u ! ,national ,environm5tal ,policy ,act ( #aifi 7#db ,u4,s4,c4 #dcba et seq47 has be5 complet$2 7#b7 t are collaboratively develop$2 or 7#c7 t include opportunities to re/ore su/a9able recreation infra/ructure or access or accompli% o!r recreation outcomes1 if ! opportunities are compatible ) ! prim>y re/oration purposes ( ! project4 7c7 ,limitations ,none ( ! funds made available by ?is section may be us$ = any activity-- 7#a7 conduct$ 9 a wild]ness area or wild]ness /udy area2 7#b7 t includes ! con/ruction ( a p]man5t road or p]man5t trail2 7#c7 t includes ! con/ruction ( a tempor>y road1 except 9 ! case ( a tempor>y road t is decommission$ by ! ,secret>y n lat] ?an #c ye>s aft] ! e>li] (-- 7,a7 ! date on :i* ! tempor>y road is no long] ne$$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/s2 & 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-- 7,a7 ! removal ( vegetation2 7,b7 ! use ( prescrib$ fire2 7,c7 ! re/oration ( aquatic habitat2 or 7,d7 ! 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-- 7,a7 9 ! case ( ! l[] #dh ,/ates1 means ! areas mapp$ z ! wildl&-urban int]face 9 ! docum5t entitl$ ,! ,wildl&-,urban ,int]face ( ! ,cont]m9\s ,unit$ ,/ates1 & publi%$ by ! ,dep>tm5t ( ,agriculture 9 #bjae2 & 7,b7 9 ! case ( ! ,/ates ( ,alaska & ,hawaii1 has ! mean+ giv5 ! t]m 9 section #aja ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #feaa74 #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$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #i1jjj1jjj1jjj to aw>d grants to a ,tribal1 ,/ate1 or local gov]nm5t1 a regional organization1 a special di/rict1 or a nonpr(it organization to support1 on non-,f$]al l&1 =e/ re/oration & resili5ce projects1 includ+ projects to r$uce ! risk ( wildfires & e/abli% def5sible space ar\nd /ructures )9 at-risk communities2 7#b7 #a1jjj1jjj1jjj to aw>d grants to a ,tribal1 ,/ate1 or local gov]nm5t1 a regional organization1 a special di/rict1 or a nonpr(it organization to implem5t community wildfire protection plans 7z def9$ 9 section #aja ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #feaa771 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 a ,tribal1 ,/ate1 or local gov]nm5t1 a regional organization1 a special di/rict1 or a nonpr(it organization = projects on non-,f$]al l& to aid 9 ! recov]y & rehabilitation ( burn$ areas1 includ+ re=e/ation2 7#d7 #bej1jjj1jjj to aw>d grants to a ,tribal1 ,/ate1 or local gov]nm5t1 a regional organization1 a special di/rict1 or a nonpr(it organization = 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 #bej1jjj1jjj = ! ,/ate ,fire ,assi/ance & ,volunte] ,fire ,assi/ance programs e/abli%$ "u ! ,coop]ative ,=e/ry ,assi/ance ,act ( #aigh 7#af ,u4,s4,c4 #baja et seq471 to be di/ribut$ at ! discretion ( ! ,secret>y2 7#f7 #bej1jjj1jjj = ! 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 to c>ry out ! heal?y =e/s res]ve program e/abli%$ "u section #eja ( ! ,heal?y ,=e/s ,re/oration ,act ( #bjjc 7#af ,u4,s4,c4 #fega72 7#ab7 #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 = collaborative p>tn]%ips ) ! ,national ,association ( ,univ]sity ,=e/ ,res\rces ,programs2 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 = activities & tactics to accel]ate & exp& exi/+ rese>* ef=ts to improve =e/ c>bon monitor+ te*nologies to bett] pr$ict *anges 9 =e/ c>bon due to climate *ange2 7#ad7 #ajj1jjj1jjj = ! =e/ inv5tory & analysis program e/abli%$ "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$s ( ! =e/ inv5tory & analysis program ) respect to climate *ange1 =e/ heal?1 su/a9able wood products1 & increas+ c>bon /orage 9 =e/s2 7#ae7 #ej1jjj1jjj = ! =e/ inv5tory & analysis program e/abli%$ "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#af7 #a1jjj1jjj1jjj 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-- 7,a7 ! am\nt ( su* a grant %all be n m ?an #e1jjj1jjj2 7,b7 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$]al s\rces2 & 7,c7 a priority %all be plac$ on projects t create a f9ancial model = address+ =e/ re/oration ne$s on public or private =e/ l&2 7#ag7 #ej1jjj1jjj = ! rese>* mission area ( ! ,=e/ ,s]vice to accel]ate & exp& exi/+ rese>* ef=ts relat+ to /rategies to increase c>bon /ocks on ,national ,=e/ ,sy/em l&2 7#ah7 #ej1jjj1jjj = ! rese>* mission area ( ! ,=e/ ,s]vice to accel]ate & exp& exi/+ rese>* ef=ts relat+ to ! impacts ( climate *ange & wea!r v>iability on national =e/ ecosy/ems2 7#ai7 #ej1jjj1jjj = ! rese>* mission area ( ! ,=e/ ,s]vice to accel]ate & exp& exi/+ rese>* ef=ts relat+ to /rategies to ensure t national =e/ ecosy/ems1 includ+ =e/s1 plants1 aquatic ecosy/ems1 & wildlife1 are able to adapt to climate *ange & wea!r v>iability2 7#bj7 #ej1jjj1jjj = ! rese>* mission area ( ! ,=e/ ,s]vice to assess ! quantity ( c>bon seque/ration & /orage accompli%$ by diff]5t =e/ practices :5 appli$ 9 div]se ecological & geographic sett+s2 7#ba7 #ej1jjj1jjj = ! rese>* mission area ( ! ,=e/ ,s]vice to c>ry out gre5h\se gas life cycle analyses ( dome/ic wood products2 7#bb7 #ej1jjj1jjj = ! ,=e/ ,heal? ,monitor+ ,program ( ! ,=e/ ,s]vice = activities & tactics to r$uce ! spread ( invasive species on non-,f$]al =e/$ l&2 & 7#bc7 #b1bej1jjj1jjj to be us$ = /aff+1 sal>ies1 & o!r work=ce ne$s & exp5ses to support ! developm5t ( a ,civilian ,climate ,corps = c>ry+ out projects on non-,f$]al l& ?r\gh ! ,=e/ ,s]vice ,/ate & private =e/ry mission area & o!r ,dep>tm5t ( ,agriculture programs1 includ+ rural & urban cons]vation & tree plant+ projects1 subject to ! conditions t-- 7,a7 ! am\nts made available "u ?is p>agraph %all be 9 addition to any am\nts requir$ = sal>ies & exp5ses ne$$ to c>ry out projects "u ?is subsection2 & 7,b7 memb]s ( ! ,civilian ,climate ,corps %all be comp5sat$ at n less ?an #bjj p]c5t ( ! annual ,f$]al pov]ty l9e4 7b7 ,submission ( non-,f$]al re/oration areas by ,/ates 7#a7 ,9 g5]al ,! ,gov]nor ( a ,/ate may submit to ! ,secret>y1 9 writ+1 a reque/ to include ) l& on :i* a project is c>ri$ out us+ am\nts made available by ?is section c]ta9 non-,f$]al l& 9 ! ,/ate4 7#b7 ,inclusions ,a writt5 reque/ submitt$ "u p>agraph 7#a7 may include #a or m maps or recomm5dations4 7#c7 ,au?orization ,on approval ( a writt5 reque/ submitt$ "u p>agraph 7#a71 a project may be c>ri$ out us+ am\nts made available by ?is section on ! non-,f$]al l& 9 ! ,/ate t is ! subject ( ! reque/4 7c7 ,co/-%>+ requirem5t 7#a7 ,9 g5]al ,! grants made available "u p>agraphs 7#a7 ?r\gh 7#e7 ( subsection 7a7 %all be subject to a non-,f$]al mat* requirem5t ( n less ?an #bj p]c5t ( ! ov]all project co/4 7#b7 ,waiv] ,! co/-%>+ requirem5t "u p>agraph 7#a7 may be waiv$1 at ! discretion ( ! ,secret>y1 = high priority projects t-- 7,a7 h ! purpose ( protect+ human life or critical infra/ructure2 & 7,b7 are locat$ 9 c\nties :]e ! av]age m$ian h\sehold income ( ! population is less ?an #aej p]c5t ( ! pov]ty l9e4 #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 eligible entities ?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& t-- 7,a7 (f] significant natural c>bon seque/ration b5efits2 or 7,b7 contribute to ! resili5ce ( community infra/ructure1 local economies1 or natural sy/ems2 7#b7 #c1jjj1jjj1jjj to provide multi-ye>1 programmatic1 competitive grants to a ,/ate ag5cy1 a local gov]nm5tal entity1 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 community tree canopy & associat$ societal & climate co-b5efits1 ) a priority = projects t increase tree equity2 & 7#c7 #ajj1jjj1jjj = ! acquisition ( urban & community =e/s ?r\gh ! ,community ,=e/ & ,op5 ,space ,program ( ! ,=e/ ,s]vice4 7b7 ,priority ,9 provid+ grants "u ?is section1 ! ,secret>y %all-- 7#a7 ) respect to grants "u subsection 7a77#b71 give priority to projects t are locat$ 9-- 7,a7 a c5sus block gr\p 9 :i* #cj p]c5t or m ( ! population lives bel[ ! pov]ty l9e2 & 7,b7 a neighborhood ) l[] tree canopy & high] maximum daytime summ] temp]atures comp>$ to surr\nd+ neighborhoods1 z det]m9$ by ! ,secret>y1 bas$ on publicly available in=mation2 7#b7 ) respect to grants "u p>agraphs 7#a7 & 7#b7 ( subsection 7a71 give priority to grant applications f und]s]v$ populations2 & 7#c7 set aside n less ?an #aj p]c5t ( ! am\nts made available "u ea* ( p>agraphs 7#a7 & 7#b7 ( subsection 7a7 to provide grants "u ea* ( ^? p>agraphs to individuals :o are memb]s ( und]s]v$ populations4 #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 & 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 subtitle4 ,c ,rural developm5t & en]gy #abjja4 ,additional support = ! ,,usda ,bus9ess & ,indu/ry ,loan ,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 & 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 #dj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! co/ ( direct loans & loan gu>antees = ! rural bus9ess developm5t programs au?oriz$ "u section #caj;,b ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act & describ$ 9 subsections 7a7 & 7g7 ( section #caj;,b ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #aicb7;a7 & 7g774 #abjjb4 ,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 #dcj1jjj1jjj1 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-- 7#a7 p]si/5t pov]ty c\nties or1 not)/&+ any population limits specifi$ 9 ! ,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]c5t2 & 7#b7 insul> areas4 #abjjc4 ,subsidy = c]ta9 ,,usda rural developm5t loan paym5ts 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 #cij1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ?is section4 7b7 ,use ( funds 7#a7 ,paym5t ,! ,secret>y %all make a paym5t to ! l5d] on a cov]$ loan equal to half ( ! total ( ! in/allm5t am\nts ow$ by ! borr[] on ! loan = #a ye>1 if ! borr[] has ! opportunity to opt out ( ! paym5t4 7#b7 ,additional paym5ts ,to ! ext5t t am\nts made available by subsection 7a7 rema9 aft] mak+ ! paym5ts "u p>agraph 7#a71 ! ,secret>y %all make additional loan paym5ts on a cov]$ loan4 7c7 ,t]ms & conditions 7#a7 ,waiv] ,! ,secret>y %all waive /atutory limits on maximum loan maturities = any cov]$ loan durations1 includ+ ^? :]e ! l5d] provides a def]ral & ext5ds ! maturity ( a cov]$ loan dur+ ! #a-ye> p]iod beg9n+ ) ! date ( enactm5t ( ?is ,act4 7#b7 ,ext5sion ,! ,secret>y %all1 :5 necess>y to provide m "t because ( ! pot5tial ( high] volumes1 travel re/rictions1 & ! inability to access "s prop]ties dur+ ! ,,covid-#ai p&emic1 ext5d l5d] site visit requirem5ts to-- 7,a7 n m ?an #fj days 7:i* may be ext5d$ at ! discretion ( ! ,secret>y7 aft] ! occurr5ce ( an adv]se ev5t1 o!r ?an a paym5t default1 t causes a loan to be classifi$ z 9 liquidation2 & 7,b7 n m ?an #ij days aft] a paym5t default4 7d7 ,def9ition ,9 ?is section1 ! t]m cov]$ loan means-- 7#a7 a bus9ess & indu/ry loan made or gu>ante$ be=e ,janu>y #a1 #bjba1 "u subsection 7a7 or 7g7 ( section #caj;,b ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #aicb7;a7 or 7g772 7#b7 a loan t is made by an int]m$i>y l5d] be=e ,janu>y #a1 #bjba1 to an ultimate recipi5t us+ a loan receiv$ "u section #acbc ( ! ,food ,security ,act ( #aihe 7#g ,u4,s4,c4 #aicb note2 ,public ,law #ii-aih7 or section #caj;,h ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #aicf;b72 & 7#c7 a loan t is made by a micro5t]prise developm5t organization be=e ,janu>y #a1 #bjba1 to a micro5trepr5eur "u section #cgi;,e ( ! ,consolidat$ ,f>m & ,rural ,developm5t ,act 7#g ,u4,s4,c4 #bjjhs74 #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 ?is section4 7b7 ,use ( funds 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b7 ( ?is subsection1 at ! election ( an eligible entity 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] 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 ,def9itions ,9 ?is section3 7#a7 ,eligible entity ,! t]m eligible entity has ! mean+ giv5 ! t]m 9 section #fdjg7;b7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg;a7b774 7#b7 ,qualifi$ consum] ,! t]m qualifi$ consum] has ! mean+ giv5 ! t]m 9 section #fdjg7;b7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg;a7b774 #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 ! ,rural ,en]gy = ,am]ica ,program e/abli%$ "u section #ijjg ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajg7-- 7#a7 #haa1gej1jjj = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca1 & = :i* !re may be no outlays aft] ,septemb] #cj1 #bjca2 & 7#b7 #bgb1jjj1jjj = ea* ( fiscal ye>s #bjbc ?r\gh #bjbg1 to rema9 available until ,septemb] #cj1 #bjca1 & = :i* !re may be no outlays aft] ,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 & o!r f9ancial assi/ance "u ! program describ$ 9 subsection 7a7 relat+ to und]utiliz$ r5ewable en]gy te*nologies1 & to provide te*nical assi/ance = apply+ to su* program1 z det]m9$ by ! ,secret>y1 & to ! ext5t ! foll[+ am\nts rema9 available at ! end ( ea* fiscal ye>1 ! ,secret>y %all use su* am\nts 9 accordance ) subsection 7a7-- 7#a7 #adc1bej1jjj = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjca1 & = :i* !re may be no outlays aft] ,septemb] #cj1 #bjca2 & 7#b7 #dh1jjj1jjj = ea* ( fiscal ye>s #bjbc ?r\gh #bjbg1 to rema9 available until ,septemb] #cj1 #bjca1 & = :i* !re may be no outlays aft] ,septemb] #cj1 #bjca4 7c7 ,non-f$]al %>e ,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 provid$ us+ am\nts made available by ?is section %all n exce$ #ej p]c5t ( ! co/ ( ! activity c>ri$ out us+ ! grant funds4 #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 on a competitive basis1 to eligible entities describ$ 9 subsection 7c7-- 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 to ensure ! environm5tally safe availability ( fuel conta9+ e?anol bl5ds at levels great] ?an #aj p]c5t 7z det]m9$ by ! ,secret>y7 or fuel conta9+ biodiesel bl5ds at levels great] ?an #bj p]c5t 7z det]m9$ by ! ,secret>y72 & 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 ,eligible entities ,entities eligible to receive a grant "u ?is section are 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 entities4 7d7 ,f$]al %>e ,! ,f$]al %>e ( ! total co/ ( c>ry+ out a project = :i* a grant is provid$ "u ?is section %all be n m ?an #ge p]c5t4 7e7 ,limitation ,! ,secret>y may n limit ! am\nt ( fund+ an eligible entity may receive "u ?is section4 #abjjg4 ,clean en]gy rep[]+ = rural utilities 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 to provide to an eligible entity assi/ance "u p>agraphs 7#a7 & 7#b7 by prioritiz+ su* assi/ance to eligible entities t w a*ieve ! greate/ r$uction 9 gre5h\se gas emissions us+ su* assi/ance & t w o!rwise aid disadvantag$ communities 7z det]m9$ by ! ,secret>y7 :5-- 7#a7 mak+ grants & loans 7includ+ ! co/ ( loans & modifications !re( z def9$ 9 section #ejb ( ! ,congressional ,budget ,act ( #aigd7 to pur*ase r5ewable en]gy or r5ewable en]gy sy/ems 7z def9$ 9 section #ijja7ae7 & 7#af7 ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #haja7ae7 & 7#af7771 deploy r5ewable en]gy 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 ) high gre5h\se gas emissions2 & 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 ,def9ition ( eligible entity ,9 ?is section1 ! t]m eligible entity means-- 7#a7 an electric coop]ative describ$ 9 section #eja7;c77#ab7 or #acha7;a77#b7 ( ! ,int]nal ,rev5ue ,code ( #aihf2 & 7#b7 an entity prim>ily own$ or controll$ by #a or m entities describ$ 9 p>agraph 7#a74 #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 #c1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ?is subsection to provide grants to support rural developm5t "u ?is subsection4 7#b7 ,allocation ( funds 7,a7 ,=mula ,! ,secret>y %all e/abli% a =mula pursuant to :i* ! ,secret>y %all allocate1 = ea* ,/ate & = ,indian ,tribes1 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 ( ,indian ,tribes1 ) high] am\nts provid$ bas$ on l[] populations & l[] income levels1 z det]m9$ by ! ,secret>y4 7ii7 ,priority ,9 aw>d+ grants "u ?is subsection to eligible applicants 9 ea* ,/ate & eligible applicants ( ,indian ,tribes1 ! ,secret>y %all give priority to eligible applicants repres5t+ a micropolitan /ati/ical area 7z def9$ by ! ,(fice ( ,managem5t & ,budget7 & #a or m rural areas contigu\s to t micropolitan /ati/ical area4 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$ (-- 7i7 entities repres5t+ a region compos$ ( #a or m rural areas1 includ+-- 7,i7 except z provid$ 9 subp>agraph 7,b71 #a or m (-- 7aa7 a unit ( local gov]nm5t2 7bb7 a ,tribal gov]nm5t2 or 7cc7 an au?ority1 ag5cy1 or in/rum5tality ( an entity describ$ 9 item 7aa7 or 7bb72 & 7,,ii7 a nonpr(it or =-pr(it organization1 includ+ a public b5efit corporation1 an economic developm5t organization1 a community or labor organization1 an in/itution ( high] education1 a community developm5t f9ancial in/itution1 a philan?ropic organization1 an in/rum5tality ( a ,/ate ag5cy relevant to community & rural developm5t1 a coop]ative ext5sion1 an in/itution 9 ! ,f>m ,cr$it ,sy/em1 & a local food policy c\ncil2 & 7ii7 su* o!r entities z ! ,secret>y or ! p>tn]%ip may det]m9e to be appropriate2 7,b7 does n include a memb] describ$ 9 subp>agraph 7,a77i77,i71 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 compreh5sive1 asset-bas$ rural developm5t to align ,f$]al1 ,/ate1 regional1 & ,tribal inve/m5t1 :ile lev]ag+ nongov]nm5tal res\rces1 to build economic resili5ce & 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$ 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 ,t]ms & conditions 7,a7 ,9 g5]al ,! recipi5t ( a grant "u ?is subsection may n receive an additional grant "u ?is subsection or fund+ to implem5t activities pursuant to a rural developm5t plan unless ! recipi5t provides to ! ,secret>y an annual plan & report1 :i* ! ,secret>y has approv$1 on ! use ( ea* grant provid$ to ! recipi5t "u ?is subsection4 7,b7 ,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*+ requirem5t ( any o!r program4 7#f7 ,mat*+ requirem5t 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 ! 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 contribution4 7,b7 ,waiv] ,! ,secret>y may waive any portion ( ! mat*+ requirem5t describ$ 9 subp>agraph 7,a7 on a f9d+ t ! recipi5t ( ! applicable grant is economically di/ress$4 7b7 ,rural prosp]ity innovation 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 #cgj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ?is subsection4 7#b7 ,eligible applicants ,! ,secret>y may make a grant "u ?is subsection to an entity t has n receiv$ a grant "u subsection 7a7 & t-- 7,a7 s]ves rural areas2 & 7,b7 is a qualifi$ nonpr(it corporation or an in/itution ( high] education4 7#c7 ,eligible activities ,a grant provid$ "u ?is subsection may be us$-- 7,a7 to support activities ( ! recipi5t relat+ to-- 7i7 developm5t & pr$evelopm5t plann+ aspects ( rural developm5t2 & 7ii7 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 7#d7 ,mat*+ requirem5t ,! recipi5t ( a grant "u ?is subsection %all contribute a non-,f$]al mat* ( #bj p]c5t ( ! am\nt ( ! grant4 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 means-- 7,a7 ! #ej ,/ates ( ! ,unit$ ,/ates2 7,b7 ! ,di/rict ( ,columbia2 & 7,c7 ! insul> areas4 #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 #ede1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = adm9i/rative co/s & sal>ies & exp5ses = ! ,rural ,developm5t mission area & = rese>*1 data collection1 & o!r associat$ co/s = section #abjjh4 ,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 ! ,agricultural ,rese>* ,s]vice1 #bej1jjj1jjj = fiscal ye> #bjbb1 to c>ry out agricultural rese>* relat+ to climate *ange1 includ+ ?r\gh climate hubs1 long-t]m agroecosy/em rese>*1 nutri5t uses & outcomes1 soil c>bon data collection1 & o!r relat$ agricultural climate sci5ce2 7#b7 to ! ,economic ,rese>* ,s]vice1 #de1jjj1jjj = fiscal ye> #bjbb1 to c>ry out economic analysis & economic agricultural rese>* relat+ to climate *ange2 7#c7 to ! ,(fice ( ! ,*ief ,economi/1 #c1bjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf1 to c>ry out economic analysis & economic agricultural rese>* relat+ to climate *ange & environm5tal s]vices m>kets2 7#d7 to ! ,national ,agricultural ,/ati/ics ,s]vice-- 7,a7 #dj1jjj1jjj = fiscal ye> #bjbb1 to c>ry out data collection & agricultural rese>* relat+ to climate *ange2 & 7,b7 #ad1jjj1jjj = fiscal ye> #bjbb1 = 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 #bjbb2 7#e7 to ! ,national ,in/itute ( ,food & ,agriculture-- 7,a7 to c>ry out 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;b77-- 7,i7 #be1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc2 & 7,,ii7 #aej1jjj1jjj = ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 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 #ehcb7-- 7,i7 #be1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc2 & 7,,ii7 #aej1jjj1jjj = ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 7iii7 ?r\gh ! crop protection pe/ managem5t competitive grant program au?oriz$ "u section #djf ( ! ,agricultural ,rese>*1 ,ext5sion1 & ,education ,re=m ,act ( #aiih 7#g ,u4,s4,c4 #gfbf71 #cj1jjj1jjj = fiscal ye> #bjbb2 7iv7 ?r\gh ! ,agricultural ,g5ome to ,ph5ome ,initiative e/abli%$ "u section #afga ( ! ,food1 ,agriculture1 ,cons]vation1 & ,trade ,act ( #aiij 7#g ,u4,s4,c4 #eibd71 #bj1jjj1jjj = fiscal ye> #bjbb2 7v7 ?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;b7-- 7,i7 #ae1jjj1jjj = fiscal ye> #bjbb2 7,,ii7 #e1jjj1jjj = fiscal ye> #bjbc2 & 7,,iii7 #fj1jjj1jjj = ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 7vi7 ?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 #fe1jjj1jjj = fiscal ye> #bjbb2 7vii7 ?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 #ae1jjj1jjj = fiscal ye> #bjbb2 7viii7 ?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 #gfcb7-- 7,i7 #aj1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc2 & 7,,ii7 #fj1jjj1jjj = ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 7ix7 ?r\gh ! coop]ative ext5sion "u ! ,smi?-,lev] ,act 7#g ,u4,s4,c4 #cda et seq47 = te*nical assi/ance1 te*nology adoption1 & o!r ext5sion activities relat+ to climate *ange-- 7,i7 #fj1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc2 & 7,,ii7 #afj1jjj1jjj = ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 7x7 ?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 #h1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf2 & 7xi7 ?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 #be1bjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf2 7,b7 #b1ffd1ejj1jjj = fiscal ye> #bjbb1 = grants = 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 subject to ! condition t1 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 #ihe1ejj1jjj = fiscal ye> #bjbb1 = 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 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,d7 #ajj1jjj1jjj = fiscal ye> #bjbb1 = rese>* equipm5t grants "u section #adfb;,a ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #ccaj;a72 7,e7 = ! 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;a7-- 7i7 #aj1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc2 7ii7 #ej1jjj1jjj = ea* ( fiscal ye>s #bjbd & #bjbe2 & 7iii7 #gj1jjj1jjj = fiscal ye> #bjbf2 7,f7 #aj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf1 = grants to l&-grant colleges & univ]sities to support ,tribal /ud5ts "u section #adej ( t ,act 7#g ,u4,s4,c4 #cbbb;e7 & = purposes ( ?is subp>agraph1 section #adej7;b77#d7 ( su* ,act %all n apply2 & 7,g7 #aj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf1 = ! ,high] ,education ,multicultural ,s*ol>s ,program c>ri$ out pursuant to section #adag ( t ,act 7#g ,u4,s4,c4 #caeb72 7#f7 to ! ,(fice ( ! ,*ief ,sci5ti/1 to c>ry out advanc$ rese>* & developm5t relat+ to climate ?r\gh ! ,agriculture ,advanc$ ,rese>* & ,developm5t ,au?ority "u section #adgc;,h ( ! ,national ,agricultural ,rese>*1 ,ext5sion1 & ,tea*+ ,policy ,act ( #aigg 7#g ,u4,s4,c4 #ccaik7-- 7,a7 #aj1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc2 & 7,b7 #abj1jjj1jjj = ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 7#g7 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 ( t section1 & subject to ! condition t ! ,f\ndation %all n secure funds f any in/itution ( high] education 7z def9$ 9 section #aja ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajja77 to fulfill ! mat*+ funds requirem5t "u section #gfja7;g77#a77;,b77i7 ( ! ,agricultural ,act ( #bjad 7#g ,u4,s4,c4 #eici7;g77#a77;,b77i77-- 7,a7 #de1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc2 & 7,b7 #aej1jjj1jjj = ea* ( fiscal ye>s #bjbd ?r\gh #bjbf2 7#h7 = biomass rese>*1 #e1jjj1jjj = fiscal ye> #bjbb1 to c>ry out agriculture climate rese>* on biomass1 includ+ pyrolysis & bio*>1 & relat$ activities 9 accordance ) section #ijjh ( ! ,f>m ,security & ,rural ,inve/m5t ,act ( #bjjb 7#g ,u4,s4,c4 #hajh72 & 7#i7 to ! ,(fice ( ,urban ,agriculture & ,innovative ,production1 #fb1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc1 to c>ry out activities 9 accordance ) section #bbb ( ! ,dep>tm5t ( ,agriculture ,reorganization ,act ( #aiid 7#g ,u4,s4,c4 #fibc74 7b7 ,cov]$ in/itution def9$ ,9 ?is section1 ! 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 et seq474 #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 & 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 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 ,,ii ,committee on ,education & ,labor ,a ,education ,matt]s #a ,elem5t>y & ,second>y ,education #bjjja4 ,rebuild ,am]ica's s*ools grant program 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education-- 7#a7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1bgj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = c>ry+ out ?is section2 & 7#b7 = ea* ( fiscal ye>s #bjbc ?r\gh #bjbd1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ci1fdc1fej1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out ?is section4 7b7 ,rebuild ,am]ica's s*ools grants au?oriz$ ,f funds provid$ "u p>agraphs 7#a7 & 7#b7 ( subsection 7a71 ! ,secret>y %all aw>d grants 9 fiscal ye>s #bjbb ?r\gh #bjbd to ,/ate educational ag5cies 9 accordance ) subsection 7c74 7c7 ,rebuild ,am]ica's s*ools grants 7#a7 ,eligibility ,a ,/ate educational ag5cy is eligible = an allocation "u ?is section-- 7,a7 ) respect to fiscal ye> #bjbb1 = ! purpose ( public s*ool facilities inv5tory ef=ts 9 accordance ) p>agraph 7#c77;,a72 & 7,b7 ) respect to fiscal ye>s #bjbc & #bjbd1 if su* ,/ate educational ag5cy has _h approv$ by ! ,secret>y a ,/ate facilities plan develop$ "u p>agraph 7#c77;,a77ii77,i71 = ! purpose ( improv+ public s*ool facilities 9 accordance ) p>agraph 7#c77;,b74 7#b7 ,allocations to ,/ates ,! am\nt allocat$ to ea* ,/ate educational ag5cy "u p>agraph 7#a7 %all be 9 ! same proportion z ! am\nts di/ribut$ to ! ,/ate "u "p ,a ( title ,i ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #fcaa7 9 ! mo/ rec5t fiscal ye>1 relative to ! total am\nt receiv$ "u su* "p by all o!r ,/ates receiv+ an allocation "u ?is section 9 su* fiscal ye>4 7#c7 ,/ate uses ( funds ,a ,/ate educational ag5cy t receives an allocation "u p>agraph 7#a7-- 7,a7 ) respect to fiscal ye> #bjbb1 %all use-- 7i7 n less ?an #hj p]c5t ( su* allocation to aw>d subgrants to local educational ag5cies 7includ+ public *>t] s*ools t are local educational ag5cies7 9 ! ,/ate1 9 proportion to ! am\nt ( funds su* local educational ag5cies & *>t] s*ools receiv$ "u "p ,a ( title ,i ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #fcaa7 9 ! mo/ rec5t fiscal ye>1 to support ea* su* local educational ag5cy 9-- 7,i7 ! developm5t & publication ( a local facilities ma/] plan to address ! heal?1 safety1 education equity1 enrollm5t div]sity1 environm5tal su/a9ability1 & climate resili5cy ( ! public s*ool facilities op]at$ by su* ag5cy2 & 7,,ii7 ! collection & submission ( data to ! ,/ate educational ag5cy to support implem5tation ( ! ,/ate s*ool facilities database2 & 7ii7 n m ?an #bj p]c5t ( su* allocation to-- 7,i7 develop a ,/ate facilities plan t details-- 7aa7 h[ ! ,/ate w use grant funds receiv$ "u ?is section & ,/ate funds to make improvem5ts to public s*ool facilities ( eligible local educational ag5cies to address disp>ities 9 bo? ! f9anc+ & exp5ditures ( s*ool facilities capital outlay projects & 9 ! conditions ( public s*ool facilities betwe5 eligible local educational ag5cies & o!r local educational ag5cies 9 ! ,/ate2 7bb7 h[ ! ,/ate w develop a competitive process to provide subgrants to eligible local educational ag5cies1 includ+ ! ,/ate's crit]ia = subgrant eligibility2 & 7cc7 h[ ! ,/ate w1 9 c>ry+ out ! competitive process = subgrants describ$ 9 item 7bb71 take into consid]ation ! impact t su* subgrants may h on increas+ /ud5t div]sity & decreas+ racial & socioeconomic isolation ( /ud5ts att5d+ public elem5t>y or second>y s*ools improv$ by su* subgrants2 7,,ii7 develop & op]ate 7directly or ?r\gh grants or contracts7 ! ,/ate s*ool facilities database2 & 7,,iii7 provide te*nical assi/ance to local educational ag5cies 9 c>ry+ out activities describ$ 9 clause 7i7 & supports relat$ to ! requirem5ts ( p>agraph 7#d7 = eligible local educational ag5cies2 & 7,b7 ) respect to ea* ( fiscal ye>s #bjbc & #bjbd1 %all-- 7i7 use n less ?an #ij p]c5t ( su* allocation to aw>d subgrants on a competitive basis to eligible local educational ag5cies ) approv$ applications describ$ 9 p>agraph 7#d77;,a72 & 7ii7 use n m ?an #aj p]c5t ( su* allocation to-- 7,i7 ma9ta9 & update 7directly or ?r\gh grants or contracts7 ! ,/ate s*ool facilities database2 7,,ii7 provide te*nical assi/ance to eligible local educational ag5cies 9 ! ,/ate 9 c>ry+ out s*ool facilities capital outlay projects1 includ+ te*nical assi/ance reg>d+ capital con/ruction1 en]gy effici5cy1 & climate resili5cy2 7,,iii7 develop & implem5t ,/ate-level /rategies = safe1 heal?y1 en]gy effici5t1 & environm5tally resili5t public s*ool facilities t address-- 7aa7 indoor air quality2 7bb7 wat] quality2 7cc7 en]gy & wat] effici5cy2 7dd7 r5ewable en]gy & dec>bonization2 7ee7 exposure to toxic sub/ances1 includ+ m]cury1 radon1 poly*lor9at$ biph5yls1 lead1 vapor intrusions1 & asbe/os2 7ff7 climate resili5cy2 7gg7 em]g5cy prep>$ness = natural or man-made disa/]s or em]g5cies2 & 7hh7 /ructural haz>ds creat$ by pyrrhotite1 z det]m9$ by an eng9e]'s report & pyrrhotite te/+2 7,,iv7 provide pr(essional developm5t opportunities = ,/ate & local /aff involv$ 9 ma9t5ance & op]ations & s*ool facilities capital outlay projects2 & 7,v7 adm9i/] & monitor ! implem5tation ( subgrants provid$ "u clause 7i74 7#d7 ,rebuild ,am]ica's s*ools subgrants to eligible local educational ag5cies 7,a7 ,application ,! ,/ate educational ag5cy %all require an eligible local educational ag5cy desir+ a subgrant "u p>agraph 7#c77;,b77i7 to submit an application to ! ,/ate educational ag5cy t1 at a m9imum1 includes-- 7i7 a c]tification t ! eligible local educational ag5cy %all use subgrant funds = s*ool facilities capital outlay projects t prioritize ! improvem5t ( ! public s*ool facilities ( su* ag5cy t s]ve ! highe/ numb]s or p]c5tages ( /ud5ts :o are eligible = a free or r$uc$ price lun* "u ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agea71 "u a me?od e/abli%$ by ! ,secret>y2 & 7ii7 su* ag5cy's facilities ma/] plan4 7,b7 ,rebuild ,am]ica's s*ools subgrant use ( funds ,an eligible local educational ag5cy t receives a subgrant "u p>agraph 7#c77;,b77i7 %all use su* funds to c>ry out s*ool facilities capital outlay projects1 includ+ #a or m ( ! foll[+3 7i7 ,assess+1 plann+1 design+1 con/ruct+1 mod]niz+1 retr(itt+1 or dec>boniz+ public s*ool facilities4 7ii7 ,c>ry+ out major repairs ( public s*ool facilities1 includ+ repairs to ext5d ! life ( facilities sy/ems & compon5ts by n less ?an #aj ye>s4 7iii7 ,upgrad+ or replac+ major facilities sy/ems1 compon5ts1 furniture1 fixtures1 & equipm5t ) a life ( n less ?an #aj ye>s4 7iv7 ,con/ruct+ new public s*ool facilities1 includ+ :5 /ud5t enrollm5t exce$s ! physical & in/ructional capacity ( public s*ool facilities4 7v7 ,pur*as+ & prep>+ sites on :i* public s*ool facilities w be con/ruct$4 7vi7 ,improv+ en]gy & wat] effici5cy 9 public s*ool facilities1 includ+ improvem5ts relat$ to clean en]gy4 7vii7 ,r$uc+ or elim9at+ ! pres5ce ( heal? & safety haz>ds 9 public s*ool facilities1 includ+-- 7,i7 toxic sub/ances1 includ+ m]cury1 radon1 poly*lor9at$ biph5yls1 lead1 & asbe/os2 7,,ii7 mold or mildew2 7,,iii7 rod5ts & pe/s2 & 7,,iv7 /ructural haz>ds creat$ by pyrrhotite4 7viii7 ,improv+ in/ructional or outdoor public s*ool facilities relat+ to e>ly le>n+1 special education1 sci5ce1 te*nology1 c>e] & te*nical education1 physical education1 ! arts1 lit]acy 7includ+ libr>y programs71 or community-bas$ p>tn]%ips4 7ix7 ,improv+ ! public s*ool facilities ( magnet s*ools1 or o!r in/ructional programs1 design$ to increase /ud5t div]sity & decrease racial or socioeconomic isolation4 7x7 ,support+ indep5d5t commission+ & c]tification ( public s*ool facilities1 public s*ool facility sy/ems1 & s*ool facilities capital outlay projects4 7d7 ,conditions 7#a7 ,/ate mat*+ requirem5t 7,a7 ,9 g5]al ,z a condition ( receiv+ an allocation "u subsection 7c77#a77;,b71 a ,/ate %all contribute1 f non-,f$]al s\rces1 an am\nt equal to #aj p]c5t ( ! am\nt ( ! allocation receiv$ "u su* subsection to c>ry out activities support$ by su* allocation4 7,b7 ,exemption ,/ates t contribut$ an av]age ( #aj p]c5t or great] t[>d total local educational ag5cy capital outlay f non-,f$]al funds1 )9 ! mo/ rec5t #e-ye> fiscal p]iod1 are exempt f ! ,/ate mat*+ requirem5t "u subp>agraph 7,a74 7#b7 ,/ate ma9t5ance ( ef=t 7,a7 ,9 g5]al ,! ,/ate %all provide an assurance to ! ,secret>y t = ea* fiscal ye> t ! ,/ate receives an allocation "u ?is section1 ! ,/ate's %>e ( s*ool facilities capital outlay w be n less ?an #ij p]c5t ( ! av]age ( ! ,/ate's %>e ( s*ool facilities capital outlay = ! #e ye>s prec$+ ! #bjbj fiscal ye>4 7,b7 ,waiv] ,not)/&+ subp>agraph 7,a71 9 response to a reque/ f a ,/ate1 ! ,secret>y may modify or waive1 9 :ole or 9 "p1 ! requirem5t ( subp>agraph 7,a7 if ! ,secret>y det]m9es t su* ,/ate demon/rates an exceptional or uncontrollable circum/ance1 su* z a natural disa/]1 p&emic1 or precipit\s decl9e 9 rev5ue4 7#c7 ,supplem5t n supplant ,z a condition ( receiv+ an allocation "u subsection 7c77#a77;,b71 a ,/ate %all use funds receiv$ "u ?is section only to supplem5t ! level ( ,/ate & local public funds t w\ld1 9 ! abs5ce ( ! receipt ( ,f$]al funds "u ?is section1 be made available = ! ,/ate's contribution to s*ool facilities capital outlays1 & n to supplant ^? o!r funds4 7e7 ,def9itions 7#a7 ,,esea t]ms ,! t]ms elem5t>y s*ool1 local educational ag5cy1 second>y s*ool1 & ,/ate educational ag5cy h ! mean+s giv5 ! t]ms 9 section #haja ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #ghja74 7#b7 ,eligible local educational ag5cy ,! t]m eligible local educational ag5cy means a local educational ag5cy 7includ+ a public *>t] s*ool t is a local educational ag5cy "u ,/ate law7 9 a ,/ate t-- 7,a7 is id5tifi$ by ! ,/ate bas$ on ! crit]ia e/abli%$ "u ! ,/ate facilities plan z among ! local educational ag5cies 9 su* ,/ate )-- 7i7 ! highe/ numb]s or p]c5tages ( /ud5ts c\nt$ "u section #aabd7;c7 ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #fccc7;c772 or 7ii7 ! mo/ limit$ capacity to raise funds = ! long-t]m improvem5t ( public s*ool facilities1 z det]m9$ by an assessm5t ( factors det]m9$ by ! ,secret>y2 7,b7 c]tifies t any funds receiv$ "u ?is section %all be us$ to prioritize ! improvem5t ( public s*ool facilities ( public elem5t>y or second>y s*ools t s]ve ! highe/ p]c5tages ( /ud5ts :o are eligible = a free or r$uc$ price lun* "u ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agea71 "u a me?od e/abli%$ by ! ,secret>y2 & 7,c7 c]tifies t any public s*ool facilities improv$ by funds receiv$ "u ?is section are-- 7i7 op]at$ & manag$ by a public ag5cy or a non-pr(it private entity2 & 7ii7 7,i7 own$ or leas$ f a public ag5cy2 or 7,,ii7 own$ or leas$ f a private entity1 except t no individual associat$ ) su* private entity may h a f9ancial int]e/ or managem5t role 9 ! local educational ag5cy4 7#c7 ,local facilities ma/] plan ,! t]m local facilities ma/] plan means a plan ( a local educational ag5cy develop$ "u subsection 7c77#c77;,a77i77,i7 by ! local educational ag5cy1 9 consultation ) local /akehold]s1 :i* includes an assessm5t ( su* ag5cy's public s*ool facilities1 f9anc+ ( s*ool capital project outlays1 & /ud5t enrollm5t levels1 & o!r factors det]m9$ by ! ,secret>y4 7#d7 ,op]ations & ma9t5ance ( s*ool facilities ,! t]m op]ations & ma9t5ance ( s*ool facilities means ! labor1 contracts1 & supplies & mat]ials support$ by a local educational ag5cy's annual op]at+ budget relat$ to-- 7,a7 clean+1 gr\ndskeep+1 & prev5tive & r\t9e ma9t5ance ( public s*ool facilities & gr\nds2 7,b7 m9or repairs & op]ations ( build+ sy/ems & equipm5t = public s*ool facilities2 & 7,c7 paym5ts = utilities = public s*ool facilities4 7#e7 ,public s*ool facility ,! t]m public s*ool facility means a s*ool facility op]at$ by a local educational ag5cy t is prim>ily us$ to educate /ud5ts1 includ+ outdoor facilities & gr\nds1 b does n include-- 7,a7 a facility t is prim>ily us$ = a?letic conte/s or exhibitions or o!r ev5ts = :i* admission is *>g$ to ! g5]al public2 7,b7 a vehicle2 or 7,c7 a di/rict c5tral (fice1 op]ation c5t]1 or o!r s*ool facility if x is n prim>ily us$ to educate /ud5ts4 7#f7 ,s*ool facilities capital outlay project ,! t]m s*ool facilities capital outlay project means ! assessm5t1 plann+1 design1 con/ruction1 r5ovation1 repair1 managem5t1 & f9anc+ ( a public s*ool facility project ) a life expectancy ( at lea/ #aj ye>s1 b does n include op]ations & ma9t5ance ( s*ool facilities4 7#g7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,education4 7#h7 ,/ate ,! t]m ,/ate means ea* ( ! #ej ,/ates1 ! ,di/rict ( ,columbia1 & ! ,commonweal? ( ,pu]to ,rico4 7#i7 ,/ate's contribution to s*ool facilities capital outlays ,! t]m ,/ate's contribution to s*ool facilities capital outlays means ! total am\nt ( ,/ate appropriations on elem5t>y & second>y education capital exp5ditures 9 ! ,/ate1 includ+-- 7,a7 ,/ate aid reimbursem5ts = s*ool facilities capital outlay projects2 7,b7 ,/ate paym5t ( debt s]vice = s*ool facilities capital outlay projects2 7,c7 direct paym5t ( s*ool facilities capital outlay projects2 & 7,d7 grants or facilities all[ances to *>t] s*ools = facilities capital projects4 7#aj7 ,/ate facilities plan ,! t]m ,/ate facilities plan means a ,/ate's plan develop$ by ! ,/ate educational ag5cy1 9 accordance ) subsection 7c77#c77;,a77ii77,i7 & includ+ plan elem5ts det]m9$ by ! ,secret>y1 = ! purpose ( be+ eligible = an allocation describ$ 9 subsection 7c77#a77;,b74 7#aa7 ,/ate s*ool facilities database ,! t]m ,/ate s*ool facilities database means an electronic1 publicly available database ma9ta9$ by ! ,/ate educational ag5cy t conta9s an inv5tory ( ! infra/ructure ( all public s*ool facilities 9 ! ,/ate1 includ+ ! data elem5ts det]m9$ by ! ,secret>y4 #bjjjb4 ,outly+ areas ,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 #daj1ijj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,secret>y ( ,education to allocate to ea* outly+ area 7z def9$ 9 section #haja ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #ghja77 an am\nt 9 proportion to ! am\nt receiv$ by ! outly+ area "u "p ,a ( title ,i ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #fcaa7 9 ! mo/ rec5t fiscal ye> relative to ! total am\nt receiv$ "u su* "p = su* fiscal ye> by all outly+ areas1 to c>ry out ! activities describ$ 9 section #bjjja7;c7 9 ! outly+ areas4 #bjjjc4 ,impact aid con/ruction grants ,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 #daj1ijj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = mak+ paym5ts to local educational ag5cies 9 accordance ) ! same t]ms & conditions z ! t]ms & conditions ( section #gjjg ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #ggjg71 except t-- 7#a7 subsection 7a77#b77;,a7 ( su* section %all be appli$ by sub/itut+ #bj p]c5t = #ej p]c5t2 7#b7 subsection 7a77#b77;,b7 ( su* section %all be appli$ by sub/itut+ #bj p]c5t = #ej p]c5t2 & 7#c7 clauses 7i7 & 7vi7 ( subsection 7b77#e77;,a7 ( su* section %all n apply to funds provid$ or receiv$ "u ?is section4 #bjjjd4 ,bureau ( ,indian ,education ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,indian ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #cfi1haj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = necess>y exp5ses relat$ to con/ruction1 repair1 improvem5t1 & ma9t5ance ( build+s1 utilities1 & o!r facilities necess>y = ! op]ation ( ,indian education programs1 includ+ ar*itectural & eng9e]+ s]vices by contract1 acquisition ( l&s1 & int]e/s 9 l&s1 ( :i* no m ?an #c p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section2 & 7#b7 #da1jij1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = digital infra/ructure to improve access to high-spe$ broadb& suffici5t = digital le>n+ & relat$ digital infra/ructure activities or programs op]at$ or fund$ by ! ,bureau ( ,indian ,education1 = ,bureau-fund$ s*ools 7z def9$ 9 section #aada7c7 ( ! ,education ,am5dm5ts ( #aigh 7#be ,u4,s4,c4 #bjba7c7774 #bjjje4 ,gallaudet ,univ]sity ,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 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,k5dall ,demon/ration ,elem5t>y ,s*ool & ! ,model ,second>y ,s*ool = ! ,deaf at ,gallaudet ,univ]sity = con/ruction1 z def9$ 9 section #bja7b7 ( ! ,education ( ! ,deaf ,act ( #aihf 7#bj ,u4,s4,c4 #dcea7b774 #bjjjf4 ,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 #aig1jjj1jjj1 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 ( #aife 7#bj ,u4,s4,c4 #ajbb;a7g774 7b7 ,9 g5]al ,section #bjb ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajbb;a7 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>e]-focus$ 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 programs & to access & complete ,/ate lic5sure exams2 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 evaluate ! effectiv5ess ( ! program1 includ+1 at a m9imum1 us+ ! data requir$ "u section #bjd7;a77#a72 7,h7 require c&idates to complete all ,/ate requirem5ts to become fully c]tifi$2 & 7,i7 provide /ip5ds = c&idates to engage 9 s*ool-bas$ cl9ical placem5ts4 4 #bjjjg4 ,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 #aih1jjj1jjj1 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 be available = resid5cy programs = prospective tea*]s 9 a ba*elor's or ma/]'s degree program4 #bjjjh4 ,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 #aih1jjj1jjj1 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 #bjjji4 ,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 #aih1jjj1jjj1 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 #bjjaj4 ,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 #big1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = p]sonnel developm5t 9 section #ffb ( ! ,individuals ) ,disabilities ,education ,act 7#bj ,u4,s4,c4 #adfb74 #b ,high] ,education ,a ,am]ica's ,college ,promise #bjjba4 ,grants = ,tuition-,free ,community ,college ,title ,,vii ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #aacc et seq47 is am5d$ by add+ at ! end ! foll[+3 ,f ,am]ica's college promise #a ,grants = ,tuition-,free ,community ,college #ghe4 ,grant aw>ds 7a7 ,9 g5]al ,beg9n+ ) aw>d ye> #bjbc-bjbd1 f am\nts appropriat$ to c>ry out ?is subp>t = any fiscal ye>1 ! ,secret>y %all aw>d grants to ,/ates & eligible ,tribal ,colleges & ,univ]sities to pay ! ,f$]al %>e ( exp5ditures ne$$ to c>ry out ! activities & s]vices describ$ 9 section #ghi4 7b7 ,tim+ ( grant aw>ds ,! ,secret>y %all aw>d grant funds "u subsection 7a7 = an aw>d ye> n less ?an #cj days be=e ! fir/ day ( ! aw>d ye>4 #ghf4 ,f$]al %>e2 ,/ate %>e 7a7 ,f$]al %>e 7#a7 ,9 g5]al 7,a7 ,am\nt ,subject to p>agraph 7#b71 ! am\nt ( ! ,f$]al %>e ( a grant "u ?is subp>t %all be bas$ on a =mula t provides1 = ea* eligible /ud5t enroll$ 9 a community college op]at$ or controll$ by ! ,/ate or 9 an eligible ,tribal ,college or ,univ]sity1 a p]-/ud5t am\nt 7bas$ on full-"t equival5t enrollm5t7 t is equal to ! applicable p]c5t describ$ 9 subp>agraph 7,b71 or ! p]c5t describ$ 9 p>agraph 7#b7 ) respect to an eligible ,tribal ,college or ,univ]sity1 (-- 7i7 = ! #bjbc-bjbd aw>d ye>1 ! m$ian resid5t community college tuition & fees p] /ud5t 9 all ,/ates1 n weight$ = enrollm5t1 = ! mo/ rec5t aw>d ye> = :i* data are available2 & 7ii7 = ea* subsequ5t aw>d ye>1 ! am\nt det]m9$ "u ?is p>agraph = ! prec$+ aw>d ye>1 increas$ by ! less] (-- 7,i7 a p]c5tage equal to ! e/imat$ p]c5tage increase 9 ! ,consum] ,price ,index 7z det]m9$ by ! ,secret>y7 s9ce ! date ( su* det]m9ation2 or 7,,ii7 #c p]c5t4 7,b7 ,applicable p]c5t ,! applicable p]c5t = a ,/ate receiv+ a grant "u ?is subp>t %all be-- 7i7 = ! #bjbc-bjbd aw>d ye>1 #ajj p]c5t2 7ii7 = ! #bjbd-bjbe aw>d ye>1 #ie p]c5t2 7iii7 = ! #bjbe-bjbf aw>d ye>1 #ij p]c5t2 7iv7 = ! #bjbf-bjbg aw>d ye>1 #he p]c5t2 & 7v7 = ! #bjbg-bjbh aw>d ye>1 #hj p]c5t4 7#b7 ,tribal colleges & univ]sities ,! am\nt ( ! ,f$]al %>e = an eligible ,tribal ,college or ,univ]sity receiv+ a grant "u ?is subp>t %all be ! great] (-- 7,a7 #ajj p]c5t ( ! p]-/ud5t am\nt det]m9$ 9 accordance ) clause 7i7 or 7ii7 ( p>agraph 7#a77;,a71 z applicable1 ) respect to eligible /ud5ts enroll$ 9 su* eligible ,tribal ,college or ,univ]sity 7bas$ on full-"t equival5t enrollm5t72 or 7,b7 ! am\nt t is #ajj p]c5t ( ! total am\nt ne$$ to set tuition & fees to #j = all eligible /ud5ts enroll$ 9 su* eligible ,tribal ,college or ,univ]sity = ! #bjba-bjbb aw>d ye>1 increas$ by ! p]c5tage increase 9 ! ,consum] ,price ,index 7z det]m9$ by ! ,secret>y7 betwe5 ,july #a1 #bjba1 & ! applicable aw>d ye>1 & adju/$ to reflect ! enrollm5t 9 su* eligible ,tribal ,college or ,univ]sity = su* applicable aw>d ye>4 7b7 ,/ate %>e 7#a7 ,=mula 7,a7 ,9 g5]al ,! ,/ate %>e ( a grant "u ?is subp>t = ea* aw>d ye> %all be ! am\nt ne$$ to pay ! applicable p]c5t describ$ 9 subp>agraph 7,b7 ( ! m$ian resid5t community college tuition & fees 9 all ,/ates1 n weight$ = enrollm5t1 p] /ud5t 7bas$ on full-"t equival5t enrollm5t7 det]m9$ 9 accordance ) subsection 7a77#a77;,a77i7 = all eligible /ud5ts enroll$ 9 a community college op]at$ or controll$ by ! ,/ate = su* aw>d ye>4 7,b7 ,applicable p]c5t ,! applicable p]c5t %all be-- 7i7 = ! #bjbc-bjbd aw>d ye>1 #j p]c5t2 7ii7 = ! #bjbd-bjbe aw>d ye>1 #e p]c5t2 7iii7 = ! #bjbe-bjbf aw>d ye>1 #aj p]c5t2 7iv7 = ! #bjbf-bjbg aw>d ye>1 #ae p]c5t2 & 7v7 = ! #bjbg-bjbh aw>d ye>1 #bj p]c5t4 7,c7 ,obligation to provide %>e ,! ,/ate %all provide ! ,/ate %>e ev5 if ! ,/ate is able to set tuition & fees *>g$ to eligible /ud5ts att5d+ community colleges op]at$ or controll$ by ! ,/ate to #j z requir$ by section #ghh7;a7 )\t su* ,/ate %>e4 7,d7 ,no d\ble c\nt+ funds ,except ) respect to fund+ describ$ 9 p>agraph 7#b77;,a71 no funds t c\nt t[>d ! ma9t5ance ( ef=t requirem5t "u section #ghh7;c7 may also c\nt t[>d ! ,/ate %>e "u ?is subsection4 7,e7 ,special rule = outly+ areas & t]ritories 7i7 ,9 g5]al ,if ! ,secret>y det]m9es t requir+ an outly+ area or t]ritory to provide a ,/ate %>e 9 accordance ) ?is subsection w\ld repres5t a sub/antial h>d%ip = ! outly+ area or t]ritory1 ! ,secret>y may r$uce or waive ! ,/ate %>e = su* area or t]ritory4 ,if ! ,secret>y s r$uces or waives ! am\nt ( ! ,/ate %>e ( an outly+ area or t]ritory1 ! ,secret>y %all increase ! applicable p]c5t us$ to calculate ! ,f$]al %>e = su* area or t]ritory1 9 proportion to ! r$uction 9 ! applicable p]c5t us$ to calculate su* ,/ate %>e4 7ii7 ,def9ition ,= ! purposes ( ?is subp>agraph1 ! t]m outly+ area or t]ritory means ! ,commonweal? ( ,pu]to ,rico1 ! ,di/rict ( ,columbia1 ,guam1 ,am]ican ,samoa1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & ! ,freely ,associat$ ,/ates4 7#b7 ,inclusion ( ,/ate f9ancial aid & local funds ,9 ! case ( a ,/ate t demon/rates to ! satisfaction ( ! ,secret>y t community colleges op]at$ or controll$ by su* ,/ate w n exp]i5ce a net r$uction 9 total p]-/ud5t rev5ue 7includ+ rev5ue d]iv$ f tuition & fees7 z comp>$ to ! prec$+ fiscal ye> 9 su* ,/ate1 a ,/ate may include1 z "p ( ! ,/ate %>e-- 7,a7 any f9ancial aid t is provid$ f ,/ate funds to an eligible /ud5t & t-- 7i7 7,i7 is n aw>d$ pr$om9antly on ! basis ( m]it1 includ+ programs aw>d$ on ! basis ( pr$ict$ or actual academic p]=mance or assessm5ts2 & 7,,ii7 may be us$ by su* /ud5t to pay any compon5t ( co/ ( att5dance1 z def9$ "u section #dgb2 & 7,b7 any funds provid$ to community colleges by local gov]nm5ts 9 su* ,/ate = ! purpose ( c>ry+ out ?is subp>t4 7#c7 ,relation%ip to ,ma9t5ance ( ,ef=t ,! inclusion ( funds describ$ 9 p>agraph 7#b7 z "p ( a ,/ate's %>e %all modify ! ma9t5ance ( ef=t requirem5ts "u section #ghh7;c7 9 accordance ) ! provisions (-- 7,a7 section #gia7aj77;,b77iii71 ) respect to funds includ$ "u p>agraph 7#b77;,a72 & 7,b7 section #gia7aj77;,a77ii71 ) respect to funds includ$ "u p>agraph 7#b77;,b74 7#d7 ,no 9-k9d contributions ,a ,/ate %all n include 9-k9d contributions = purposes ( ! ,/ate %>e describ$ 9 p>agraph 7#a74 7c7 ,det]m9+ numb] ( eligible /ud5ts 7#a7 ,9 g5]al ,= purposes ( subsections 7a7 & 7b71 ! ,secret>y %all1 9 consultation ) ! ,/ate or eligible ,tribal ,college or ,univ]sity conc]n$1 det]m9e ! e/imat$ numb] ( eligible /ud5ts enroll$ 9 ! community colleges op]at$ or controll$ by su* ,/ate or 9 su* eligible ,tribal ,college or ,univ]sity = ! applicable aw>d ye>4 7#b7 ,adju/m5t ( grant am\nt ,= ea* ye> = :i* a ,/ate or eligible ,tribal ,college or ,univ]sity receives a grant "u ?is subp>t1 ! ,secret>y %all1 once f9al enrollm5t data = su* ye> are available-- 7,a7 9 consultation ) ! ,/ate or eligible ,tribal ,college or ,univ]sity conc]n$1 det]m9e ! actual numb] ( eligible /ud5ts enroll$ 9 ! community colleges op]at$ or controll$ by su* ,/ate or 9 su* eligible ,tribal ,college or ,univ]sity = ! ye> cov]$ by ! grant2 & 7,b7 adju/ ! ,f$]al %>e ( ! grant am\nt receiv$ by ! ,/ate or eligible ,tribal ,college or ,univ]sity & ! ,/ate %>e "u subsection 7b7 to reflect ! actual numb] ( eligible /ud5ts1 :i* may include apply+ ! relevant adju/m5t to su* ,f$]al %>e or ! ,/ate %>e1 or bo?1 9 ! subsequ5t aw>d ye>4 7d7 ,community colleges op]at$ or controll$ by ,/ate to include community colleges op]at$ or controll$ by local gov]nm5ts )9 ! /ate ,= purposes ( ?is subp>t1 ! t]m community college op]at$ or controll$ by a ,/ate %all include a community college op]at$ or controll$ by a local gov]nm5t )9 su* ,/ate4 7e7 ,inapplicability ( ,/ate requirem5ts to eligible ,t,c,us ,! ,secret>y may n apply any requirem5ts applicable only to ,/ates "u ?is subp>t to an eligible ,tribal ,college or ,univ]sity1 includ+ ! requirem5ts "u subsection 7b71 section #ghh7;b7 & 7c71 & section #gij4 #ghg4 ,applications ,9 ord] to receive a grant "u ?is subp>t1 a ,/ate or eligible ,tribal ,college or ,univ]sity %all submit an application to ! ,secret>y t includes-- 7#a7 an e/imate ( ! numb] ( eligible /ud5ts enroll$ 9 ! community colleges op]at$ or controll$ by ! ,/ate or 9 ! eligible ,tribal ,college or ,univ]sity & ! co/ ( waiv+ tuition & fees = all eligible /ud5ts = ea* aw>d ye> cov]$ by ! grant2 7#b7 9 ! case ( a ,/ate1 a li/ ( ea* ( ! community colleges op]at$ or controll$ by ! ,/ate2 7#c7 an assurance t ea* community college op]at$ or controll$ by ! ,/ate1 or ! eligible ,tribal ,college or ,univ]sity1 z applicable1 w set community college tuition & fees = eligible /ud5ts to #j z requir$ by section #ghh7;a72 7#d7 a description ( h[ ! ,/ate or eligible ,tribal ,college or ,univ]sity w ensure t programs lead+ to a recogniz$ po/second>y cr$5tial meet ! quality crit]ia e/abli%$ by ! ,/ate "u section #abb7;b77#a7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #caeb7;b77#a77 or o!r quality crit]ia det]m9$ appropriate by ! ,/ate or eligible ,tribal ,college or ,univ]sity2 7#e7 an assurance t ea* community college op]at$ or controll$ by ! ,/ate or ! eligible ,tribal ,college or ,univ]sity1 z applicable1 has ent]$ into a program p>ticipation agreem5t "u section #dhg2 7#f7 an assurance t ! ,/ate or eligible ,tribal ,college or ,univ]sity w assi/ eligible /ud5ts 9 obta9+ in=mation ab\t & access+ means-te/$ ,f$]al b5efit programs & simil> ,/ate1 tribal1 & local b5efit programs t c provide f9ancial assi/ance = any compon5t ( ! /ud5t's co/ ( att5dance1 z def9$ "u section #dgb1 o!r ?an tuition & fees2 7#g7 an assurance t1 = ea* ye> ( ! grant1 ! ,/ate or eligible ,tribal ,college or ,univ]sity w notify ea* eligible /ud5t ( ! /ud5t's rema9+ eligibility = assi/ance "u ?is subp>t2 7#h7 if ! application is submitt$ by a ,/ate-- 7,a7 an assurance t ! ,/ate w meet ! requirem5ts ( section #ghh7;b77#a7 relat+ to ! alignm5t ( second>y & po/second>y education2 & 7,b7 an assurance t ! ,/ate w meet ! requirem5ts ( section #ghh7;b77#b7 relat+ to ! improvem5t ( transf] pa?ways betwe5 in/itutions ( high] education2 & 7#i7 an assurance t ! ,/ate or eligible ,tribal ,college or ,univ]sity w cle>ly communicate to prospective /ud5ts1 includ+ /ud5ts ) prior college exp]i5ce :o h n complet$ a po/second>y degree or cr$5tial1 _! families1 & ! g5]al public-- 7,a7 plans to implem5t ! program fund$ "u ?is subp>t2 & 7,b7 h[ eligible /ud5ts c att5d a community college op]at$ or controll$ by ! ,/ate or an eligible ,tribal ,college or ,univ]sity )\t pay+ tuition & fees4 #ghh4 ,program requirem5ts 7a7 ,g5]al requirem5ts ,z a condition ( receiv+ a grant "u ?is subp>t 9 ea* aw>d ye>1 a ,/ate or eligible ,tribal ,college or ,univ]sity %all-- 7#a7 ensure t ! total am\nt ( tuition & fees *>g$ to an eligible /ud5t att5d+ a community college op]at$ or controll$ by ! ,/ate or ! eligible ,tribal ,college or ,univ]sity1 z applicable1 is #j2 7#b7 n apply f9ancial assi/ance = :i* an eligible /ud5t qualifies to tuition or fees2 & 7#c7 n use any funds provid$ "u ?is subp>t = adm9i/rative purposes relat+ to su* grant4 7b7 ,/ate requirem5ts ,9 addition to ! requirem5ts "u subsection 7a71 z a condition ( receiv+ a grant "u ?is subp>t a ,/ate %all meet ! foll[+ requirem5ts3 7#a7 ,alignm5t ( second>y & high] education ,! ,/ate %all-- 7,a7 submit & implem5t a plan to align ! requirem5ts = receiv+ a regul> high s*ool diploma f public s*ools 9 ! ,/ate ) ! requirem5ts = ent]+ cr$it-be>+ c\rsework at community colleges 9 su* ,/ate2 & 7,b7 n lat] ?an #c ye>s aft] ! date on :i* ! ,/ate fir/ receives a grant "u ?is subp>t1 c]tify to ! ,secret>y t su* alignm5t has be5 a*iev$4 7#b7 ,transf] pa?ways ,! ,/ate %all-- 7,a7 submit a plan1 develop$ 9 collaboration ) faculty f in/itutions ( high] education 9 ! ,/ate1 to improve transf] pa?ways among in/itutions ( high] education 9 ! ,/ate1 includ+ by-- 7i7 ensur+ t associate degrees aw>d$ by community colleges 9 ! ,/ate are fully transf]able to1 & cr$it$ z1 ! fir/ #b ye>s ( relat$ baccalaureate programs at public in/itutions ( high] education 9 su* ,/ate2 7ii7 increas+ ! transf]ability ( individual c\rses )9 ! c]tificate or associate programs (f]$ by community colleges 9 ! ,/ate to relat$ baccalaureate programs (f]$ by in/itutions ( high] education 9 su* ,/ate to maximize ! transf]ability ( cr$its = /ud5ts :o transf] be=e complet+ an associate degree2 7iii7 exp&+ ! use ( rev]se transf] policies t all[ in/itutions to-- 7,i7 implem5t ! process ( retroactively grant+ a c]tificate or associate degree to /ud5ts :o _h n complet$ ! requirem5ts = su* c]tificate or degree be=e !y transf]r$2 & 7,,ii7 all[ academic cr$its = c\rsework complet$ at a #d-ye> in/itution to be appli$ to a previ\sly-att5d$ community college = ! purpose ( obta9+ an associate degree or a c]tificate2 & 7iv7 ensur+ t /ud5ts att5d+ community colleges 9 ! ,/ate h access to compreh5sive c\nsel+ & supports to facilitate ! process ( transf]r+ to a #d-ye> in/itution ( high] education2 & 7,b7 n lat] ?an #c ye>s aft] ! date on :i* ! ,/ate fir/ receives a grant "u ?is subp>t1 c]tify to ! ,secret>y t ! ,/ate is c>ry+ out ! plan submitt$ 9 accordance ) subp>agraph 7,a7 & is meet+ ! requirem5ts ( clauses 7i7 ?r\gh 7iv7 ( su* subp>agraph4 7c7 ,/ate ma9t5ance ( ef=t ,a ,/ate receiv+ a grant "u ?is subp>t %all be entitl$ to receive its full allotm5t ( funds "u ?is subp>t = a fiscal ye> only if1 = ea* ye> ( ! grant1 ! ,/ate provides-- 7#a7 ,/ate fiscal support = high] education p] full-"t equival5t /ud5t at a level equal to or exce$+ ! av]age am\nt ( ,/ate fiscal support = high] education p] full-"t equival5t /ud5t provid$ = ! #c consecutive prec$+ fiscal ye>s2 7#b7 f9ancial support = op]at+ exp5ses 7exclud+ capital exp5ses & rese>* & developm5t co/s7 = public #d-ye> in/itutions ( high] education at a level equal to or exce$+ ! av]age am\nt provid$ = ! #c consecutive prec$+ ,/ate fiscal ye>s2 & 7#c7 f9ancial support = ne$-bas$ f9ancial aid at a level equal to or exce$+ ! av]age am\nt provid$ = ! #c consecutive prec$+ ,/ate fiscal ye>s4 7d7 ,no additional eligibility requirem5ts ,a ,/ate or eligible ,tribal ,college or ,univ]sity t receives a grant "u ?is subp>t may n impose additional eligibility requirem5ts on eligible /ud5ts o!r ?an ! requirem5ts "u ?is subp>t4 7e7 ,eligibility = b5efits ,no individual %all be det]m9$ to be ineligible to receive b5efits provid$ "u ?is subp>t 7includ+ tuition & fees set to #j & o!r aid provid$ "u ?is subp>t7 on ! basis ( citiz5%ip1 ali5age1 or immigration /atus4 #ghi4 ,all[able uses ( funds 7a7 ,9 g5]al ,except z provid$ 9 subsection 7b7-- 7#a7 a ,/ate %all use a grant "u ?is subp>t only to provide funds to ea* community college op]at$ or controll$ by ! ,/ate to enable ea* su* community college to set community college tuition & fees = eligible /ud5ts to #j z requir$ "u section #ghh7;a72 & 7#b7 an eligible ,tribal ,college or ,univ]sity %all use a grant "u ?is subp>t only to set community college tuition & fees = eligible /ud5ts to #j z requir$ "u section #ghh7;a74 7b7 ,additional uses ,if a ,/ate or an eligible ,tribal ,college or ,univ]sity demon/rates to ! ,secret>y t ! ,/ate or eligible ,tribal ,college or ,univ]sity has grant funds rema9+ aft] meet+ ! dem& = activities describ$ 9 subsection 7a71 ! ,/ate or eligible ,tribal ,college or ,univ]sity %all use ! rema9+ funds to c>ry out #a or m ( ! foll[+3 7#a7 ,provid+ ne$-bas$ f9ancial aid to /ud5ts t may be us$ by su* /ud5ts to pay any compon5t ( co/ ( att5dance1 z def9$ "u section #dgb4 7#b7 ,r$uc+ unmet ne$ at public #d-ye> in/itutions ( high] education4 7#c7 ,improv+ /ud5t outcomes by implem5t+ evid5ce-bas$ in/itutional re=ms or practices1 includ+ re=ms or practices t are describ$ 9 section #gie;,d7b77#a7 or t meet an evid5ce ti] def9$ 9 section #gie;,e7#b74 7#d7 ,exp&+ access to dual or concurr5t enrollm5t programs or e>ly college high s*ool programs4 7c7 ,supplem5t1 n supplant ,except z provid$ 9 section #ghf7;b77#b77;,a71 funds made available "u ?is subp>t %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 7d7 ,cont9uation ( fund+ 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 a ,/ate or an eligible ,tribal ,college or ,univ]sity receiv+ a grant "u ?is subp>t = an aw>d ye> may cont9ue to receive fund+ "u ?is subp>t = subsequ5t aw>d ye>s condition$ on ! availability ( budget au?ority & on meet+ ! requirem5ts ( ! grant1 z det]m9$ by ! ,secret>y4 7#b7 ,discont9uation ,! ,secret>y %all discont9ue or r$uce fund+ ( ! ,f$]al %>e ( a grant "u ?is subp>t if ! ,/ate or an eligible ,tribal ,college or ,univ]sity has violat$ ! t]ms ( ! grant4 7e7 ,rule ( con/ruction reg>d+ ,,bie funds ,no?+ 9 ?is subp>t %all be con/ru$ to impact ! availability ( funds f1 or uses ( funds provid$ by1 ! ,bureau ( ,indian ,education = ,tribal ,colleges & ,univ]sities4 #gij4 ,automatic /abiliz]s = ,am]ica's college promise 7a7 ,ma9t5ance ( ef=t relief ,a ,/ate t meets ! qualify+ sp5d+ requirem5t may reque/ a waiv] ( ! requirem5ts "u section #ghh7;c74 ,^u reque/ by su* a ,/ate1 ! ,secret>y %all waive ! requirem5ts ( section #ghh7;c7 = ! ,/ate z foll[s3 7#a7 ,ti] i ,) respect to ea* ,/ate eligible = relief "u ti] ,i1 su* requirem5ts %all be waiv$ = ! fiscal ye> succe$+ ! fiscal ye> = :i* ! det]m9ation ( ! ,/ate's eligibility = su* relief is made4 7#b7 ,ti]s ii ?r\gh v ,) respect to ea* ,/ate eligible = relief "u ti] ,,ii1 ,,iii1 ,,iv1 or ,v1 su* requirem5ts %all be waiv$1 9 accordance ) subsection 7d71 =-- 7,a7 ! fiscal ye> = :i* ! det]m9ation ( ! ,/ate's eligibility = su* relief is made2 7,b7 ! fiscal ye> succe$+ ! fiscal ye> describ$ 9 subp>agraph 7,a72 or 7,c7 bo? su* fiscal ye>s4 7b7 ,/ate %>e relief 7#a7 ,/ate %>e relief ,a ,/ate t meets ! qualify+ sp5d+ requirem5t & is eligible = relief "u ti] ,,ii1 ,,iii1 ,,iv1 or ,v may reque/ relief ) respect to ! requirem5ts ( section #ghf7;b77#a77;,b74 ,^u reque/ by su* a ,/ate1 ! ,secret>y %all provide relief f ! requirem5ts ( section #ghf7;b77#a77;,b71 = ! applicable aw>d ye> or ye>s1 = ! ,/ate z foll[s3 7,a7 ,ti] ii ,) respect to a ,/ate t is eligible = relief "u ti] ,,ii1 ! ,secret>y %all-- 7i7 apply section #ghf7;a77#a77;,b77v7 by sub/itut+ #he p]c5t = #hj p]c5t2 & 7ii7 apply section #ghf7;b77#a77;,b77v7 by sub/itut+ #ae p]c5t = #bj p]c5t4 7,b7 ,ti] iii ,) respect to a ,/ate t is eligible = relief "u ti] ,,iii1 ! ,secret>y %all-- 7i7 apply section #ghf7;a77#a77;,b77iv7 by sub/itut+ #ij p]c5t = #he p]c5t2 7ii7 apply section #ghf7;a77#a77;,b77v7 by sub/itut+ #ij p]c5t = #hj p]c5t2 7iii7 apply section #ghf7;b77#a77;,b77iv7 by sub/itut+ #aj p]c5t = #ae p]c5t2 & 7iv7 apply section #ghf7;b77#a77;,b77v7 by sub/itut+ #aj p]c5t = #bj p]c5t4 7,c7 ,ti] iv ,) respect to a ,/ate t is eligible = relief "u ti] ,,iv1 ! ,secret>y %all-- 7i7 apply section #ghf7;a77#a77;,b77iii7 by sub/itut+ #ie p]c5t = #ij p]c5t2 7ii7 apply section #ghf7;a77#a77;,b77iv7 by sub/itut+ #ie p]c5t = #he p]c5t2 7iii7 apply section #ghf7;a77#a77;,b77v7 by sub/itut+ #ie p]c5t = #hj p]c5t2 7iv7 apply section #ghf7;b77#a77;,b77iii7 by sub/itut+ #e p]c5t = #aj p]c5t2 7v7 apply section #ghf7;b77#a77;,b77iv7 by sub/itut+ #e p]c5t = '#ae p]c5t'2 & 7vi7 apply section #ghf7;b77#a77;,b77v7 by sub/itut+ #e p]c5t = #bj p]c5t4 7,d7 ,ti] v ,) respect to a ,/ate t is eligible = relief "u ti] ,v1 ! ,secret>y %all-- 7i7 apply section #ghf7;a77#a77;,b77ii7 by sub/itut+ #ajj p]c5t = #ie p]c5t2 7ii7 apply section #ghf7;a77#a77;,b77iii7 by sub/itut+ #ajj p]c5t = #ij p]c5t2 7iii7 apply section #ghf7;a77#a77;,b77iv7 by sub/itut+ #ajj p]c5t = #he p]c5t2 7iv7 apply section #ghf7;a77#a77;,b77v7 by sub/itut+ #ajj p]c5t = #hj p]c5t2 7v7 apply section #ghf7;b77#a77;,b77ii7 by sub/itut+ #j p]c5t = #e p]c5t2 7vi7 apply section #ghf7;b77#a77;,b77iii7 by sub/itut+ #j p]c5t = #aj p]c5t2 7vii7 apply section #ghf7;b77#a77;,b77iv7 by sub/itut+ #j p]c5t = '#ae p]c5t'2 & 7viii7 apply section #ghf7;b77#a77;,b77v7 by sub/itut+ #j p]c5t = #bj p]c5t4 7#b7 ,applicable aw>d ye>s ,) respect to ea* ,/ate eligible = relief "u ti] ,,ii1 ,,iii1 ,,iv1 or ,v1 ! ,secret>y %all provide ! relief "u p>agraph 7#a71 9 accordance ) subsection 7d71 =-- 7,a7 ! aw>d ye> = :i* ! det]m9ation ( ! ,/ate's eligibility = su* relief is made2 7,b7 ! aw>d ye> succe$+ ! aw>d ye> describ$ 9 subp>agraph 7,a72 or 7,c7 bo? su* aw>d ye>s4 7c7 ,/ate eligibility ,a ,/ate's eligibility = relief "u ?is section %all be det]m9$ z foll[s3 7#a7 ,ti] i ,a ,/ate %all be eligible = relief "u ti] ,i = a fiscal ye> = :i*-- 7,a7 ! ,/ate is 9 an elevat$ unemploym5t p]iod at any po9t 9 ! fiscal ye>2 & 7,b7 ! ,/ate is n eligible = relief "u any o!r ti]4 7#b7 ,ti] ii ,a ,/ate %all be eligible = relief "u ti] ,,ii = a fiscal or aw>d ye>1 z applicable1 = :i*-- 7,a7 7i7 ! ,/ate av]age unemploym5t rate is equal to or great] ?an #f4e p]c5t b less ?an #g4e p]c5t at any po9t 9 ! fiscal or aw>d ye>2 or 7ii7 ! national av]age unemploym5t rate is equal to or great] ?an #f4e p]c5t b less ?an #g4e p]c5t at any po9t 9 ! fiscal or aw>d ye>2 & 7,b7 ! ,/ate is n eligible = relief "u ti] ,,iii1 ,,iv1 or ,v4 7#c7 ,ti] iii ,a ,/ate %all be eligible = relief "u ti] ,,iii = a fiscal or aw>d ye>1 z applicable1 = :i*-- 7,a7 7i7 ! ,/ate av]age unemploym5t rate is equal to or great] ?an #g4e p]c5t b less ?an #h4e p]c5t at any po9t 9 ! fiscal or aw>d ye>2 or 7ii7 ! national av]age unemploym5t rate is equal to or great] ?an #g4e p]c5t b less ?an #h4e p]c5t at any po9t 9 ! fiscal or aw>d ye>2 & 7,b7 ! ,/ate is n eligible = relief "u ti] ,,iv or ,v4 7#d7 ,ti] iv ,a ,/ate %all be eligible = relief "u ti] ,,iv = a fiscal or aw>d ye>1 z applicable1 = :i*-- 7,a7 7i7 ! ,/ate av]age unemploym5t rate is equal to or great] ?an #h4e p]c5t b less ?an #i4e p]c5t at any po9t 9 ! fiscal or aw>d ye>2 or 7ii7 ! national av]age unemploym5t rate is equal to or great] ?an #h4e p]c5t b less ?an #i4e p]c5t at any po9t 9 ! fiscal or aw>d ye>2 & 7,b7 ! ,/ate is n eligible = relief "u ti] ,v4 7#e7 ,ti] v ,a ,/ate %all be eligible = relief "u ti] ,v = a fiscal or aw>d ye>1 z applicable1 = :i*-- 7,a7 ! ,/ate av]age unemploym5t rate is equal to or great] ?an #i4e p]c5t at any po9t 9 ! fiscal or aw>d ye>2 or 7,b7 ! national av]age unemploym5t rate is equal to or great] ?an #i4e p]c5t at any po9t 9 ! fiscal or aw>d ye>4 7d7 ,discretion 9 ! provision ( relief ,9 det]m9+ ! fiscal ye>s = :i* to provide relief 9 accordance ) subsection 7a77#b71 or ! aw>d ye>s = :i* to provide relief 9 accordance ) subsection 7b71 to a ,/ate t is eligible "u ti] ,,ii1 ,,iii1 ,,iv1 or ,v1 ! ,secret>y %all take into acc\nt ! foll[+3 7#a7 ,9 ! case ( a ,/ate t reque/s relief "u subsection 7a77#b71 ! fiscal ye>s = :i* ! ,/ate reque/s su* relief1 includ+-- 7,a7 if ! ,/ate reque/s su* relief = ! fiscal ye> = :i* ! det]m9ation ( ! ,/ate's eligibility = su* relief is made1 ! am\nt by :i* ! ,/ate is unable to meet ! requirem5ts ( section #ghh7;c7 = su* fiscal ye>2 & 7,b7 if ! ,/ate reque/s su* relief = ! fiscal ye> succe$+ ! ye> describ$ 9 subp>agraph 7,a71 ! am\nt by :i* ! ,/ate anticipates be+ unable to meet su* requirem5ts = su* succe$+ fiscal ye>4 7#b7 ,9 ! case ( a ,/ate t reque/s relief "u subsection 7b71 ! aw>d ye>s = :i* ! ,/ate reque/s su* relief1 includ+-- 7,a7 if ! ,/ate reque/s su* relief = ! aw>d ye> = :i* ! det]m9ation ( ! ,/ate's eligibility = su* relief is made1 ! ext5t to :i* ! ,/ate is unable to meet ! requirem5ts ( section #ghf7;b77#a77;,b7 = su* aw>d ye>2 & 7,b7 if ! ,/ate reque/s su* relief = ! aw>d ye> succe$+ ! ye> describ$ 9 subp>agraph 7,a71 ! ext5t to :i* ! ,/ate anticipates be+ unable to meet su* requirem5ts = su* succe$+ aw>d ye>4 7#c7 ,! actual or anticipat$ tim+1 sev]ity1 & duration ( ! unemploym5t rate increase dur+-- 7,a7 ! fiscal or aw>d ye>1 z applicable1 = :i* ! det]m9ation ( ! ,/ate's eligibility = su* relief is made2 7,b7 ! fiscal or aw>d ye>1 z applicable1 succe$+ ! fiscal or aw>d ye> describ$ 9 subp>agraph 7,a72 & 7,c7 ! fiscal or aw>d ye>1 z applicable1 prec$+ ! fiscal or aw>d ye> describ$ 9 subp>agraph 7,a74 7#d7 ,o!r factors det]m9$ to be relevant by ! ,secret>y4 7e7 ,cont9u$ paym5t to employees ,a ,/ate t receives relief "u subsection 7a7 or 7b7 %all1 to ! greate/ ext5t practicable1 cont9ue to pay its employees (1 & contractors )1 public in/itutions ( high] education 9 ! ,/ate dur+ ! p]iod 9 :i* ! ,/ate is receiv+ su* relief4 7f7 ,def9itions ,9 ?is section3 7#a7 ,elevat$ unemploym5t p]iod ,! t]m elevat$ unemploym5t p]iod-- 7,a7 :5 us$ ) respect to ! ,nation z a :ole1 means a consecutive1 #c-mon? p]iod 9 a fiscal ye> = :i* ! national av]age unemploym5t rate is n less ?an #j4e p]c5tage po9ts above ! l[e/ national av]age unemploym5t rate = ! #ab-mon? p]iod prec$+ su* #c-mon? p]iod2 & 7,b7 :5 us$ ) respect to a ,/ate1 means a consecutive1 #c-mon? p]iod 9 a fiscal ye> 9 :i* ! ,/ate av]age unemploym5t rate is n less ?an #j4e p]c5tage po9ts above ! l[e/ ,/ate av]age unemploym5t rate = su* ,/ate = ! #ab-mon? p]iod prec$+ su* #c-mon? p]iod4 7#b7 ,qualify+ sp5d+ requirem5t ,! t]m qualify+ sp5d+ requirem5t1 :5 us$ ) respect to det]m9+ :e!r a ,/ate has met su* requirem5t1 means ! ,/ate has n disproportionately decreas$ sp5d+ = any ( ! categories describ$ 9 p>agraphs 7#a7 ?r\gh 7#c7 ( section #ghh7;c7 relative to su* ,/ate's ov]all decrease 9 sp5d+ av]ag$ ov] ! #c consecutive prec$+ fiscal ye>s4 7#c7 ,national av]age unemploym5t rate ,! t]m national av]age unemploym5t rate means ! av]age 7seasonally adju/$7 rate ( total unemploym5t 9 all ,/ates = a consecutive1 #c-mon? p]iod 9 a fiscal ye>1 bas$ on data f ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 7#d7 ,/ate av]age unemploym5t rate ,! t]m ,/ate av]age unemploym5t rate means ! av]age 7seasonally adju/$7 rate ( total unemploym5t 9 a ,/ate = a consecutive1 #c-mon? p]iod 9 a fiscal ye>1 bas$ on data f ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor4 #gia4 ,def9itions ,9 ?is subp>t3 7#a7 ,c>e] pa?way ,! t]m c>e] pa?way has ! mean+ giv5 ! t]m 9 section #c ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cajb74 7#b7 ,community college ,! t]m community college means-- 7,a7 a degree-grant+ public in/itution ( high] education at :i*-- 7i7 ! highe/ degree aw>d$ is an associate degree2 or 7ii7 an associate degree is ! pr$om9ant degree aw>d$2 7,b7 an eligible ,tribal ,college or ,univ]sity2 7,c7 a degree-grant+ bran* campus ( a #d-ye> public in/itution ( high] education1 if1 at su* bran* campus-- 7i7 ! highe/ degree aw>d$ is an associate degree2 or 7ii7 an associate degree is ! pr$om9ant degree aw>d$2 or 7,d7 at ! designation ( ! ,secret>y1 9 ! case ( a ,/ate t does n op]ate or control any in/itution t meets a def9ition "u subp>agraph 7,a7 or 7,c71 a college or simil>ly def9$ & /ructur$ academic entity-- 7i7 t 0 9 exi/5ce on ,july #a1 #bjba2 7ii7 )9 a #d-ye> public in/itution ( high] education2 & 7iii7 at :i*-- 7,i7 ! highe/ degree aw>d$ is an associate degree2 or 7,,ii7 an associate degree is ! pr$om9ant degree aw>d$4 7#c7 ,dual or concurr5t enrollm5t program ,! t]m dual or concurr5t enrollm5t program has ! mean+ giv5 ! t]m 9 section #haja ( ! ,elem5t>y & ,second>y ,education ,act ( #aife4 7#d7 ,e>ly college high s*ool ,! t]m e>ly college high s*ool has ! mean+ giv5 ! t]m 9 section #haja ( ! ,elem5t>y & ,second>y ,education ,act ( #aife4 7#e7 ,eligible /ud5t ,! t]m eligible /ud5t means a /ud5t :o-- 7,a7 is enroll$ z an und]graduate /ud5t 9 an eligible program 7z def9$ 9 section #dha7;b77 at a community college on n less ?an a half-"t basis2 7,b7 9 ! case ( a /ud5t :o is enroll$ 9 a community college t *>ges diff]5t tuition rates on ! basis ( 9-,/ate or 9-di/rict resid5cy1 ei!r-- 7i7 qualifies = 9-,/ate or 9-di/rict resid5t tuition at su* community college2 or 7ii7 w\ld qualify = su* 9-,/ate or 9-di/rict resid5t tuition at su* community college1 b = ! immigration /atus ( su* /ud5t2 7,c7 has n be5 enroll$ 7:e!r full-"t or less ?an full-"t7 = m ?an #f seme/]s 7or ! equival5t7 = :i* ! community college tuition & fees ( ! /ud5t 7 set to #j pursuant to section #ghh7;a72 7,d7 is n enroll$ 9 a dual or concurr5t enrollm5t program or e>ly college high s*ool2 & 7,e7 9 ! case ( a /ud5t :o is a ,unit$ ,/ates citiz51 has fil$ a ,free ,application = ,f$]al ,/ud5t ,aid describ$ 9 section #dhc = ! applicable aw>d ye> = :i* ! /ud5t is enroll$4 7#f7 ,eligible tribal college or univ]sity ,! t]m eligible ,tribal ,college or ,univ]sity means-- 7,a7 a #b-ye> ,tribal ,college or ,univ]sity2 or 7,b7 a degree-grant+ ,tribal ,college or ,univ]sity-- 7i7 at :i* ! highe/ degree aw>d$ is an associate degree2 or 7ii7 an associate degree is ! pr$om9ant degree aw>d$4 7#g7 ,in/itution ( high] education ,! t]m in/itution ( high] education has ! mean+ giv5 ! t]m 9 section #aja4 7#h7 ,means-te/$ f$]al b5efit program ,! t]m means-te/$ ,f$]al b5efit program has ! mean+ giv5 ! t]m 9 section #dgi4 7#i7 ,recogniz$ po/second>y cr$5tial ,! t]m recogniz$ po/second>y cr$5tial has ! mean+ giv5 ! t]m 9 section #c ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cajb74 7#aj7 ,/ate fiscal support = high] education 7,a7 ,inclusions 7i7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 ! t]m ,/ate fiscal support = high] education1 us$ ) respect to a ,/ate = a fiscal ye>1 means an am\nt t is equal to-- 7,i7 ! gross am\nt ( applicable ,/ate funds appropriat$ or d$icat$1 & exp5d$ by ! ,/ate1 includ+ funds f lott]y receipts1 9 ! fiscal ye>1 t are us$ to support in/itutions ( high] education & /ud5t f9ancial aid = high] education 9 ! ,/ate2 & 7,,ii7 any funds describ$ 9 clause 7ii71 if applicable4 7ii7 ,local funds ,9 ! case ( a ,/ate t includes1 z "p ( ! ,/ate %>e "u section #ghf7;b77#b77;,b7 = an aw>d ye>1 funds provid$ to community colleges by local gov]nm5ts 9 su* ,/ate = ! purpose ( c>ry+ out ?is subp>t1 local funds provid$ to community colleges op]at$ or controll$ by su* ,/ate = op]at+ exp5ses 7exclud+ capital exp5ses & rese>* & developm5t co/s7 %all be includ$ 9 ! calculation ( ! ,/ate fiscal support = high] education = su* aw>d ye> "u clause 7i74 7,b7 ,exclusions ,/ate fiscal support = high] education = a ,/ate = a fiscal ye> %all n include-- 7i7 funds describ$ 9 subp>agraph 7,a7 t are return$ to ! ,/ate2 7ii7 ,/ate-appropriat$ funds d]iv$ f ,f$]al s\rces1 includ+ funds provid$ "u section #ghf7;a7 & section #gie;,a7a77#b72 7iii7 funds t are includ$ 9 ! ,/ate %>e "u section #ghf7;b71 includ+ funds includ$ 9 ! ,/ate %>e 9 accordance ) p>agraph 7#b77;,a7 ( su* section2 7iv7 am\nts t are portions ( multiye> appropriations to be di/ribut$ ov] multiple ye>s t are n to be sp5t = ! ye> = :i* ! calculation "u ?is p>agraph is be+ made1 subject to subp>agraph 7,c72 7v7 tuition1 fees1 or o!r educational *>ges paid directly by a /ud5t to a public in/itution ( high] education or to ! ,/ate2 7vi7 funds =-- 7,i7 f9ancial aid to /ud5ts att5d+1 or op]at+ exp5ses (-- 7aa7 out-(-,/ate in/itutions ( high] education2 7bb7 propriet>y in/itutions ( high] education 7z def9$ 9 section #ajb7;b772 7cc7 in/itutions ( high] education n accr$it$ by an ag5cy or association recogniz$ by ! ,secret>y pursuant to section #dif2 7,,ii7 f9ancial aid to /ud5ts aw>d$ pr$om9antly on ! basis ( m]it1 includ+ programs aw>d$ on ! basis ( pr$ict$ or actual academic p]=mance or assessm5ts2 7,,iii7 rese>* & developm5t2 or 7,,iv7 hospitals1 a?letics1 or o!r auxili>y ent]prises2 7vii7 corporate or o!r private donations direct$ to "o or m in/itutions ( high] education p]mitt$ to be exp5d$ by ! ,/ate2 or 7viii7 any o!r funds t ! ,secret>y det]m9es %all n be includ$ 9 ! calculation ( ,/ate fiscal support = high] education = su* ,/ate4 7,c7 ,adju/m5ts = bi5nial appropriations ,! ,secret>y %all take into consid]ation any adju/m5ts to ! calculations "u ?is p>agraph t may be requir$ to accurately reflect ,/ate fiscal support = high] education 9 ,/ates ) bi5nial appropriation cycles4 7#aa7 ,/ate fiscal support = high] education p] full-"t equival5t /ud5t ,! t]m ,/ate fiscal support = high] education p] full-"t equival5t /ud5t1 :5 us$ ) respect to a ,/ate = a fiscal ye>1 means ! am\nt t is equal to-- 7,a7 ! ,/ate fiscal support = high] education = ! previ\s fiscal ye>2 divid$ by 7,b7 ! numb] ( full-"t equival5t /ud5ts enroll$ 9 public in/itutions ( high] education 9 su* ,/ate = su* previ\s fiscal ye>4 7#ab7 ,tribal college or univ]sity ,! t]m ,tribal ,college or ,univ]sity has ! mean+ giv5 su* t]m 9 section #caf7;b77#c74 #gib4 ,sunset 7a7 ,9 g5]al ,! au?ority to make grants "u ?is subp>t %all expire at ! end ( aw>d ye> #bjbg-bjbh4 7b7 ,inapplicability ( ,,gepa cont+5t ext5sion ( programs ,section #dbb ( ! ,g5]al ,education ,provisions ,act 7#bj ,u4,s4,c4 #abbf;a7 %all n apply to ?is subp>t4 #gic4 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y1 to rema9 available until ,septemb] #cj1 #bjcj1 = c>ry+ out ?is subp>t4 4 #bjjbb4 ,ret5tion & completion grants ,"p ,f ( title ,,vii ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #aacc et seq471 z add$ by section #bjjba1 is fur!r am5d$ by add+ at ! end ! foll[+3 #b ,ret5tion & completion grants #gie4 ,ret5tion & completion grants ,beg9n+ ) aw>d ye> #bjbc-bjbd1 f am\nts appropriat$ to c>ry out ?is subp>t = any fiscal ye>1 ! ,secret>y %all c>ry out a grant program to make grants 7:i* %all be kn[n z ret5tion & completion grants7 to eligible ,/ates & ,tribal ,colleges & ,univ]sities to enable ! eligible ,/ates & ,tribal ,colleges & ,univ]sities to c>ry out ! activities describ$ 9 section #gie;,d4 #gie;,a4 ,grant am\nts 7a7 ,res]vation ,f ! am\nts appropriat$ to c>ry out ?is subp>t1 ! ,secret>y %all-- 7#a7 res]ve an am\nt equal to #c p]c5t ( su* am\nts to allocate grants to ,tribal ,colleges & ,univ]sities1 :i* %all be di/ribut$ accord+ to ! =mula 9 section #caf7;d77#c77;,b71 to c>ry out ! activities describ$ 9 section #gie;,d7b77#a7 & implem5t re=ms or practices t meet an evid5ce ti] def9$ 9 section #gie;,e7#b72 & 7#b7 use ! am\nt rema9+ aft] ! allocation "u p>agraph 7#a7 to aw>d competitive grants to eligible ,/ates t h submitt$ applications "u section #gie;,b4 7b7 ,supplem5t1 n supplant ,grant funds aw>d$ "u ?is subp>t %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 assi/$ "u ?is subp>t4 7c7 ,grant p]iod ,subject to ! requirem5ts "u section #gie;,c1 a grant "u ?is subp>t %all be = a p]iod ( n m ?an #g ye>s4 #gie;,b4 ,applications 7a7 ,9 g5]al ,z a condition ( receiv+ a grant "u ?is subp>t1 an eligible ,/ate %all submit an application to ! ,secret>y t includes-- 7#a7 a description (-- 7,a7 h[ ! eligible ,/ate w use ! funds to implem5t evid5ce-bas$ in/itutional re=ms or practices at in/itutions ( high] education 9 su* ,/ate to improve /ud5t outcomes & meet ! requirem5ts ( section #gie;,d7b77#b71 includ+-- 7i7 h[ su* eligible ,/ate w use grant funds to implem5t #a or m re=ms or practices describ$ 9 section #gie;,d7b77#a7 at su* in/itutions2 7ii7 ! ext5t to :i* ea* re=m or practice to be implem5t$ meets an evid5ce ti] def9$ 9 section #gie;,e7#b72 & 7iii7 annual implem5tation b5*m>ks t ! eligible ,/ate w use to track progress 9 implem5t+ su* re=ms or practices2 7,b7 h[ su* eligible ,/ate w increase support = ! public in/itutions ( high] education id5tifi$ 9 accordance ) p>agraph 7#b77;,b72 & 7,c7 ! improvem5ts ! eligible ,/ate anticipates 9 /ud5t outcomes1 includ+ improvem5ts 9 ret5tion1 completion1 or transf] rates or labor m>ket outcomes1 or a comb9ation ( su* /ud5t outcomes1 disaggregat$ by /ud5t demographics includ+1 at a m9imum1 race1 e?nicity1 income1 disability /atus1 rem$iation1 & /atus z a fir/ g5]ation college /ud5t2 7#b7 7,a7 ) respect to ea* ,/ate public in/itution ( high] education-- 7i7 ! total p]-/ud5t fund+2 7ii7 ! am\nt ( p]-/ud5t fund+ t is f ,/ate-appropriat$ funds2 & 7iii7 ! %>e ( /ud5ts at ! in/itution :o are /ud5ts ( color1 l[-income /ud5ts1 /ud5ts ) disabilities1 /ud5ts 9 ne$ ( rem$iation1 or fir/ g5]ation college /ud5ts2 & 7,b7 an id5tification ( public in/itutions ( high] education 9 ! eligible ,/ate t receiv$ less fund+ on a p]-/ud5t basis z describ$ 9 clause 7i7 or 7ii71 or bo?1 ( subp>agraph 7,a71 & are s]v+ disproportionately high %>es ( /ud5ts ( color1 l[-income /ud5ts1 /ud5ts ) disabilities1 /ud5ts 9 ne$ ( rem$iation1 or fir/ g5]ation college /ud5ts2 7#c7 a description ( ! /eps ! eligible ,/ate w take to ensure ! su/a9ability ( ! in/itutional re=ms or practices id5tifi$ 9 p>agraph 7#a77;,a72 & 7#d7 a description ( h[ ! eligible ,/ate w evaluate ! effectiv5ess ( activities fund$ "u ?is subp>t1 includ+ h[ su* eligible ,/ate w assess impacts on /ud5t outcomes1 includ+ ret5tion1 transf]1 & completion rates & labor m>ket outcomes4 7b7 ,priorities ,9 aw>d+ funds "u ?is subp>t1 ! ,secret>y %all give priority to eligible ,/ates t d "o or m ( ! foll[+3 7#a7 ,propose to use a significant %>e ( grant funds = re=ms or practices t meet an evid5ce ti] def9$ 9 section #gie;,e7#b74 7#b7 ,propose to use a significant %>e ( grant funds to improve ret5tion1 transf]1 & completion rates & labor m>ket outcomes among /ud5ts ( color1 l[-income /ud5ts1 /ud5ts ) disabilities1 /ud5ts 9 ne$ ( rem$iation1 fir/ g5]ation college /ud5ts1 & o!r und]s]v$ /ud5t populations 9 su* ,/ate4 7#c7 ,propose to use a significant %>e ( grant funds to improve ret5tion1 transf]1 & completion rates & labor m>ket outcomes among /ud5ts att5d+ in/itutions id5tifi$ 9 subsection 7a77#b77;,b74 7#d7 ,demon/rate a commitm5t to support+ activities fund$ "u ?is subp>t ) non-,f$]al funds4 #gie;,c4 ,program requirem5ts 7a7 ,9 ,g5]al ,z a condition ( cont9u+ to receive funds "u ?is subp>t1 = ea* ye> 9 :i* an eligible ,/ate p>ticipates 9 ! program "u ?is subp>t1 ! eligible ,/ate %all submit to ! ,secret>y ! eligible ,/ate's progress-- 7#a7 9 meet+ ! annual implem5tation b5*m>ks includ$ 9 ! application ( su* eligible ,/ate "u section #gie;,b7a77#a77;,a77iii72 7#b7 9 increas+ fund+ = ! public in/itutions ( high] education id5tifi$ 9 accordance ) section #gie;,b7a77#b77;,b71 z includ$ 9 ! application ( su* eligible ,/ate "u section #gie;,b7a77#a77;,b72 & 7#c7 9 improv+ ! /ud5t outcomes id5tifi$ by ! ,/ate "u section #gie;,b7a77#a77;,c74 7b7 ,eligibility = b5efits ,no individual %all be det]m9$ to be ineligible to receive b5efits provid$ "u ?is subp>t 7includ+ s]vices & o!r aid provid$ "u ?is subp>t7 on ! basis ( citiz5%ip1 ali5age1 or immigration /atus4 #gie;,d4 ,uses ( funds 7a7 ,g5]al requirem5t = ,/ates ,except z provid$ 9 subsection 7c71 an eligible ,/ate %all use a grant "u ?is subp>t only to c>ry out activities describ$ 9 ! application = su* ye> "u section #gie;,b7a77#a74 7b7 ,evid5ce-bas$ in/itutional re=ms or practices 7#a7 ,9 g5]al ,an eligible ,/ate or ,tribal ,college or ,univ]sity receiv+ a grant "u ?is subp>t %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$ in/itutional re=ms or practices3 7,a7 ,provid+ compreh5sive academic1 c>e]1 & /ud5t support s]vices1 includ+ m5tor+1 advis+1 case managem5t s]vices1 or c>e] pa?way navigation4 7,b7 ,provid+ assi/ance 9 apply+ = & access+ direct support s]vices1 means-te/$ ,f$]al b5efit programs1 or simil> ,/ate1 tribal1 or local b5efit programs4 7,c7 ,provid+ em]g5cy f9ancial aid grants to /ud5ts = unexpect$ exp5ses & to meet basic ne$s4 7,d7 ,provid+ accel]at$ le>n+ opportunities1 includ+ dual or concurr5t enrollm5t programs & e>ly college high s*ool programs1 & pa?ways to graduate & pr(essional degree programs1 & re=m+ c\rse s*$ul+ & cr$it aw>d+ policies4 7,e7 ,re=m+ rem$ial & developm5tal education4 7,f7 ,utiliz+ c>e] pa?ways1 includ+ ?r\gh build+ capacity = c>e] & te*nical education z def9$ 9 section #c ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf 7#bj ,u4,s4,c4 #bcjb71 programs ( /udy z def9$ 9 su* section1 or degree pa?ways4 7,g7 ,improv+ transf] pa?ways betwe5 community colleges & f\r-ye> in/itutions ( high] education 9 ! eligible ,/ate1 or1 9 ! case ( a ,tribal ,college or ,univ]sity1 betwe5 ! ,tribal ,college or ,univ]sity & o!r in/itutions ( high] education4 7#b7 ,/ate allocation m9imums ) respect to evid5ce ti]s ,an eligible ,/ate receiv+ a grant "u ?is subp>t %all use n less ?an #cj p]c5t ( ! grant funds = evid5ce-bas$ re=ms or practices t meet an evid5ce ti] def9$ 9 section #gie;,e7#b71 ( :i* at lea/ two-?irds %all be us$ = evid5ce-bas$ re=ms or practices t meet evid5ce ti] #a4 7c7 ,use ( funds = adm9i/rative purposes ,an eligible ,/ate or ,tribal ,college or ,univ]sity t receives a grant "u ?is subp>t may use-- 7#a7 n m ?an #c p]c5t ( su* grant = adm9i/rative purposes relat+ to ! grant "u ?is subp>t2 & 7#b7 n m ?an #c p]c5t ( su* grant to evaluate ! effectiv5ess ( activities c>ri$ out "u ?is subp>t4 #gie;,e4 ,def9itions ,9 ?is subp>t3 7#a7 ,eligible ,/ate ,! t]m eligible ,/ate means a ,/ate t is a recipi5t ( a grant "u subp>t #a4 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 #dfaa ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #gbfa71 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 t meets ! crit]ia = receiv+ a mid-phase grant f ! education innovation & rese>* program "u section #dfaa ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #gbfa71 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;,a7h74 7#d7 ,in/itution ( high] education ,! t]m in/itution ( high] education has ! mean+ giv5 ! t]m 9 section #aja4 7#e7 ,tribal ,college or ,univ]sity ,! t]m ,tribal ,college or ,univ]sity has ! mean+ giv5 ! t]m 9 section #caf7;b77#c74 #gie;,f4 ,sunset 7a7 ,9 g5]al ,! au?ority to make grants "u ?is subp>t %all expire at ! end ( aw>d ye> #bjbi-bjcj4 7b7 ,inapplicability ( ,,gepa cont+5t ext5sion ( programs ,section #dbb ( ! ,g5]al ,education ,provisions ,act 7#bj ,u4,s4,c4 #abbf;a7 %all n apply to ?is subp>t4 #gie;,g4 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #i1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 = c>ry+ out ?is subp>t4 4 #bjjbc4 ,tuition ,assi/ance = ,/ud5ts at ,hi/orically ,black ,colleges & ,univ]sities1 ,tribal ,colleges & ,univ]sities1 & ,m9ority-s]v+ ,in/itutions ,"p ,f ( title ,,vii ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #aacc et seq471 z add$ & am5d$ by ?is ,act1 is fur!r am5d$ by add+ at ! end ! foll[+3 #c ,tuition ,assi/ance = ,/ud5ts at ,hi/orically ,black ,colleges & ,univ]sities1 ,tribal ,colleges & ,univ]sities1 & ,m9ority-s]v+ ,in/itutions #gif4 ,tuition assi/ance = hi/orically black colleges & univ]sities ,beg9n+ ) aw>d ye> #bjbc-bjbd1 f am\nts appropriat$ to c>ry out ?is subp>t = any fiscal ye>1 ! ,secret>y %all aw>d grants to p>ticipat+ hi/orically ,black colleges & univ]sities t are eligible in/itutions4 #gif;,a4 ,tuition assi/ance = tribal colleges & univ]sities ,beg9n+ ) aw>d ye> #bjbc-bjbd1 f am\nts appropriat$ to c>ry out ?is subp>t = any fiscal ye>1 ! ,secret>y %all aw>d grants to p>ticipat+ ,tribal ,colleges & ,univ]sities t are eligible in/itutions4 #gif;,b4 ,tuition assi/ance = ,alaska native-s]v+ in/itutions1 ,asian ,am]ican & native ,am]ican pacific isl&]-s]v+ in/itutions1 ,hispanic-s]v+ in/itutions1 native ,am]ican-s]v+ nontribal in/itutions1 native ,hawaiian-s]v+ in/itutions1 & pr$om9antly black in/itutions 7a7 ,9 g5]al ,beg9n+ ) aw>d ye> #bjbc-bjbd1 f am\nts appropriat$ to c>ry out ?is subp>t = any fiscal ye>1 ! ,secret>y %all aw>d grants to p>ticipat+ ,alaska ,native-s]v+ in/itutions1 ,asian ,am]ican & ,native ,am]ican ,pacific ,isl&]-s]v+ in/itutions1 ,hispanic-s]v+ in/itutions1 ,native ,am]ican-s]v+ nontribal in/itutions1 ,native ,hawaiian-s]v+ in/itutions1 & ,pr$om9antly ,black in/itutions t are eligible in/itutions4 7b7 ,/atus ( in/itution ,an in/itution's /atus z an eligible in/itution describ$ 9 subsection 7a7 %all-- 7#a7 be bas$ on ! mo/ rec5t data available2 & 7#b7 be review$ annually to ensure t ! in/itution cont9ues to meet ! requirem5ts = /atus z an in/itution describ$ 9 subsection 7a74 #gif;,c4 ,grant t]ms 7a7 ,grant am\nt 7#a7 ,9 g5]al ,= ea* ye> = :i* an eligible in/itution p>ticipates 9 ! grant program "u ?is subp>t1 su* eligible in/itution %all receive a grant 9 an am\nt equal to ! product (-- 7,a7 ! numb] ( eligible /ud5ts enroll$ at ! in/itution = su* ye>2 & 7,b7 7i7 = ! #bjbc-bjbd aw>d ye>1 ! m$ian resid5t community college tuition & fees p] /ud5t 9 all ,/ates1 n weight$ = enrollm5t1 = ! mo/ rec5t aw>d ye> = :i* data are available2 & 7ii7 = ! #bjbd-bjbe aw>d ye> & ea* subsequ5t aw>d ye>1 ! am\nt det]m9$ "u ?is subp>agraph = ! prec$+ aw>d ye>1 increas$ by ! less] (-- 7,i7 a p]c5tage equal to ! e/imat$ p]c5tage increase 9 ! ,consum] ,price ,index 7z det]m9$ by ! ,secret>y7 s9ce ! date ( su* det]m9ation2 or 7,,ii7 #c p]c5t4 7#b7 ,fir/-ye> tuition & fees ,z a condition ( receiv+ a grant "u ?is subp>t1 an eligible in/itution %all n increase tuition & fees dur+ ! fir/ ye> ( p>ticipation 9 ! grant program "u ?is subp>t at a rate great] ?an ! av]age annual increase at ! eligible in/itution 9 ! previ\s #e ye>s4 7#c7 ,/ud5ts enroll$ less ?an full-"t ,! ,secret>y %all develop & implem5t a =mula = mak+ adju/m5ts to grant am\nts "u ?is subp>t bas$ on ! numb] ( eligible /ud5ts at ea* eligible in/itution enroll$ less ?an full-"t & ! associat$ tuition & fees *>g$ to su* /ud5ts 9 proportion to ! degree to :i* ea* su* /ud5t is n att5d+ on a full-"t basis4 7#d7 ,data adju/m5ts 7,a7 ,9 g5]al ,! ,secret>y %all e/abli% a process ?r\gh :i* ea* eligible in/itution t p>ticipates 9 ! program "u ?is section-- 7i7 provides ! necess>y eligible /ud5t enrollm5t data at ! />t ( ! aw>d ye>2 & 7ii7 initially receives grant funds1 z calculat$ "u ?is subsection1 bas$ on su* data4 7,b7 ,adju/m5t ( grant am\nt ,= ea* ye> = :i* an eligible in/itution receives a grant "u ?is subp>t1 ! ,secret>y %all1 once f9al enrollm5t data = su* ye> are available-- 7i7 9 consultation ) ! eligible in/itution conc]n$1 det]m9e ! actual numb] ( eligible /ud5ts = ! ye> cov]$ by ! grant2 & 7ii7 adju/ ! grant am\nt receiv$ by ! eligible in/itution to reflect ! actual numb] ( eligible /ud5ts1 :i* may include apply+ ! relevant adju/m5t to su* grant am\nt 9 ! subsequ5t aw>d ye>4 7b7 ,duplicate grants prohibit$ ,an in/itution %all n receive m ?an "o grant at a "t "u ?is subp>t4 7c7 ,application ,an eligible in/itution t desires a grant "u ?is subp>t %all submit an application to ! ,secret>y t includes-- 7#a7 an assurance t ! in/itution commits to ma9ta9+1 exp&+1 or adopt+ & implem5t+ evid5ce-bas$ in/itutional re=ms or practices to improve /ud5t outcomes1 :i* %all include "o or m ( ! practices describ$ 9 section #gie;,d7b77#a72 & 7#b7 9 ! case ( an eligible in/itution t enrolls /ud5ts :o transf] f ano!r in/itution1 an assurance t ! in/itution-- 7,a7 commits to increas+ ! transf]ability ( individual c\rses )9 c]tificate or associate programs (f]$ by community colleges 9 ! ,/ate to relat$ baccalaureate programs (f]$ by su* in/itution to maximize ! transf]ability ( cr$its = /ud5ts :o transf] be=e complet+ an associate degree2 7,b7 w ensure t /ud5ts att5d+ community colleges 9 ! ,/ate h access to compreh5sive c\nsel+ & o!r easily accessible tools reg>d+ ! process = transf]r+ to su* in/itution2 & 7,c7 has a =mal1 /atewide articulation agreem5t ) community colleges 9 ! ,/ate 9 :i* su* in/itution op]ates t1 at a m9imum1 ensures t associate degrees aw>d$ by community colleges 9 ! ,/ate are fully transf]able to1 & cr$it$ z1 ! fir/ #b ye>s ( relat$ baccalaureate programs at su* in/itution4 7d7 ,use ( funds 7#a7 ,requir$ use ,funds aw>d$ "u ?is subp>t to a p>ticipat+ eligible in/itution %all be us$ to r$uce tuition & fees = eligible /ud5ts by an am\nt t is n less ?an ! m9imum p]-/ud5t am\nt describ$ 9 p>agraph 7#b71 unless ! actual co/ ( tuition & fees at su* in/itution is n m ?an su* p]-/ud5t am\nt1 9 :i* case su* in/itution %all use su* funds to waive all su* tuition & fees *>g$ to su* /ud5ts & use any rema9+ funds 9 accordance ) p>agraph 7#c74 7#b7 ,m9imum p]-/ud5t am\nt ,! m9imum p]-/ud5t am\nt describ$ 9 ?is p>agraph %all be equal to-- 7,a7 = ! #bjbc-bjbd aw>d ye>1 ! m$ian resid5t community college tuition & fees p] /ud5t 9 all ,/ates1 n weight$ = enrollm5t1 = ! mo/ rec5t aw>d ye> = :i* data are available2 & 7,b7 = ! #bjbd-bjbe aw>d ye> & ea* subsequ5t aw>d ye>1 ! am\nt det]m9$ "u ?is p>agraph = ! prec$+ aw>d ye>1 increas$ by ! less] (-- 7i7 a p]c5tage equal to ! e/imat$ p]c5tage increase 9 ! ,consum] ,price ,index 7z det]m9$ by ! ,secret>y7 s9ce ! date ( su* det]m9ation2 or 7ii7 #c p]c5t4 7#c7 ,additional uses ,a p>ticipat+ eligible in/itution %all use any grant funds rema9+ aft] meet+ ! requirem5ts ( p>agraph 7#a7 to provide f9ancial aid to eligible /ud5ts t may be us$ by su* /ud5ts to pay = any compon5t ( co/ ( att5dance o!r ?an tuition & fees1 :i* may include em]g5cy f9ancial aid grants4 7e7 ,supplem5t1 n supplant ,funds made available to c>ry out ?is subp>t %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 "u ?is subp>t4 7f7 ,sixty cr$its ,funds "u ?is subp>t may only be us$ to waive or r$uce tuition & fees = ! fir/ #fj cr$its = :i* an eligible /ud5t is enroll$ 9 ! p>ticipat+ eligible in/itution except t1 :5 calculat+ ! numb] ( cr$its 9 :i* ! /ud5t has be5 enroll$ = ! purpose ( c>ry+ out ?is subp>t-- 7#a7 no /ud5t %all be consid]$ to h be5 enroll$ = m ?an #ab cr$its p] seme/] 7or ! equival5t7 dur+ ! p]iod = :i* ! /ud5t is receiv+ b5efits "u ?is subp>t2 & 7#b7 ! p>ticipat+ eligible in/itution may exclude any cr$its t a /ud5t enroll$ 9 & did n complete at su* in/itution if ! in/itution det]m9es t su* exclusion w\ld be 9 ! be/ int]e/ ( ! /ud5t1 except t an in/itution may exclude no m ?an #ae cr$its "u ?is p>agraph = ea* individual /ud5t4 7g7 ,eligibility = b5efits ,no individual %all be det]m9$ to be ineligible to receive b5efits provid$ "u ?is subp>t 7includ+ r$uction ( tuition & fees & o!r aid provid$ "u ?is subp>t7 on ! basis ( citiz5%ip1 ali5age1 or immigration /atus4 #gif;,d4 ,def9itions ,9 ?is subp>t3 7#a7 ,alaska native-s]v+ in/itution ,! t]m ,alaska ,native-s]v+ in/itution has ! mean+ giv5 su* t]m 9 section #cag7;b74 7#b7 ,asian ,am]ican & native ,am]ican pacific isl&]-s]v+ in/itution ,! t]m ,asian ,am]ican & ,native ,am]ican ,pacific ,isl&]-s]v+ in/itution has ! mean+ giv5 su* t]m 9 section #cga7;c74 7#c7 ,co/ ( att5dance ,! t]m co/ ( att5dance has ! mean+ giv5 su* t]m 9 section #dgb4 7#d7 ,eligible in/itution 7,a7 ,9 g5]al ,! t]m eligible in/itution means a public or nonpr(it #d-ye> in/itution ( high] education t has an und]graduate /ud5t body ( :i* n less ?an #ce p]c5t are l[-income /ud5ts4 7,b7 ,cont9u+ eligibility ,! ,secret>y's det]m9ation ( :e!r an in/itution meets ! requirem5t "u subp>agraph 7,a7 %all be bas$ on ! mo/ rec5t data available1 & %all be review$ annually to ensure t ! in/itution cont9ues to meet ! requirem5ts = p>ticipation4 7#e7 ,eligible /ud5t 7,a7 ,9 g5]al ,! t]m eligible /ud5t means a /ud5t1 reg>dless ( age1 :o-- 7i7 is enroll$ z an und]graduate /ud5t 9 an eligible program 7z def9$ 9 section #dha7;b77 at a p>ticipat+ eligible in/itution1 on at lea/ a half-"t basis2 7ii7 is a l[-income /ud5t2 7iii7 has be5 enroll$ at su* p>ticipat+ eligible in/itution "u ?is subp>t = n m ?an #fj cr$its1 subject to section #gif;,c7f72 7iv7 has n be5 enroll$ 7:e!r full-"t or less ?an full-"t7 = m ?an #f seme/]s 7or ! equival5t7 = :i* ! /ud5t receiv$ a b5efit "u ?is subp>t2 7v7 is n enroll$ 9 a dual or concurr5t enrollm5t program or e>ly college high s*ool2 7vi7 has n complet$ an und]graduate baccalaureate c\rse ( /udy2 & 7vii7 9 ! case ( a /ud5t :o is a ,unit$ ,/ates citiz51 has fil$ a ,free ,application = ,f$]al ,/ud5t ,aid describ$ 9 section #dhc = ! applicable aw>d ye> = :i* ! /ud5t is enroll$4 7,b7 ,cont9u$ eligibility ,9 ! case ( an eligible /ud5t :o receives assi/ance "u ?is subp>t & att5ds an in/itution t loses /atus z an eligible in/itution or z an in/itution describ$ 9 section #gif;,b7a71 ! /ud5t may cont9ue to receive su* assi/ance = ! p]iod = :i* ! /ud5t w\ld h be5 eligible if ! in/itution at :i* !y are enroll$ _h reta9$ su* /atus4 7#f7 ,hispanic-s]v+ in/itution ,! t]m ,hispanic-s]v+ in/itution has ! mean+ giv5 su* t]m 9 section #ejb4 7#g7 ,hi/orically black college or univ]sity ,! t]m hi/orically ,black college or univ]sity means a "p ,b in/itution z def9$ 9 section #cbb4 7#h7 ,l[-income /ud5t ,! t]m l[-income /ud5t means a /ud5t :o meets ! f9ancial eligibility crit]ia = receiv+ a ,f$]al ,pell ,grant "u section #dja1 reg>dless ( :e!r su* /ud5t is o!rwise eligible to receive su* ,f$]al ,pell ,grant4 7#i7 ,native ,am]ican-s]v+ nontribal in/itution ,! t]m ,native ,am]ican-s]v+ nontribal in/itution has ! mean+ giv5 su* t]m 9 section #cai4 7#aj7 ,native ,hawaiian-s]v+ in/itution ,! t]m ,native ,hawaiian-s]v+ in/itution has ! mean+ giv5 su* t]m 9 section #cag7;b74 7#aa7 ,pr$om9antly black in/itution ,! t]m ,pr$om9antly ,black in/itution has ! mean+ giv5 su* t]m 9 section #cga7;c74 7#ab7 ,tribal college or univ]sity ,! t]m ,tribal ,college or ,univ]sity has ! mean+ giv5 su* t]m 9 section #caf7;b77#c74 #gif;,e4 ,sunset 7a7 ,9 g5]al ,! au?ority to make grants "u ?is subp>t %all expire at ! end ( aw>d ye> #bjbi-bjcj4 7b7 ,inapplicability ( ,,gepa cont+5t ext5sion ( programs ,section #dbb ( ! ,g5]al ,education ,provisions ,act 7#bj ,u4,s4,c4 #abbf;a7 %all n apply to ?is subp>t4 #gif;,f4 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y1 to rema9 available until ,septemb] #cj1 #bjcj1 = c>ry+ out ?is subp>t4 4 #bjjbd4 ,nor!rn ,m>iana ,isl&s1 ,am]ican ,samoa1 ,unit$ ,/ates ,virg9 ,isl&s1 & ,guam college access ,"p ,f ( title ,,vii ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #aacc et seq471 z add$ & am5d$ by ?is ,act1 is fur!r am5d$ by add+ at ! end ! foll[+3 #gih4 ,nor!rn ,m>iana ,isl&s1 ,am]ican ,samoa1 ,unit$ ,/ates ,virg9 ,isl&s1 & ,guam 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 provide su* sums z may be necess>y 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 #dha72 & 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 ,application ,ea* eligible /ud5t desir+ a paym5t "u ?is section %all submit an application to ! eligible in/itution at :i* su* /ud5t is enroll$ or plans to enroll4 7#c7 ,eligibility = b5efits ,no individual %all be det]m9$ to be ineligible to receive b5efits provid$ "u ?is subp>t 7includ+ tuition paym5ts & o!r aid provid$ "u ?is subp>t7 on ! basis ( citiz5%ip1 ali5age1 or immigration /atus4 7b7 ,adm9i/ration ( program 7#a7 ,9 g5]al ,ea* ,gov]nor %all c>ry out ! program "u ?is section 9 consultation ) ! ,secret>y4 ,ea* ,gov]nor may ent] into a grant1 contract1 or coop]ative agreem5t ) ano!r public or private entity to adm9i/] ! program "u ?is section4 7#b7 ,memor&um ( agreem5t ,ea* ,gov]nor & ! ,secret>y %all ent] into a memor&um ( agreem5t t describes-- 7,a7 ! mann] 9 :i* ! ,gov]nor w consult ) ! ,secret>y ) respect to adm9i/]+ ! program "u ?is section2 & 7,b7 any te*nical or o!r assi/ance to be provid$ to ! ,gov]nor by ! ,secret>y = purposes ( adm9i/]+ ! program "u ?is section 7:i* may include access to ! in=mation 9 ! ,free ,application = ,f$]al ,/ud5t ,aid describ$ 9 section #dhc74 7#c7 ,con/ruction ,no?+ 9 ?is section %all be con/ru$ to require an in/itution ( high] education to alt] ! in/itution's admissions policies or /&>ds 9 any mann] to enable an eligible /ud5t to enroll 9 ! in/itution4 7#d7 ,grant au?ority ,! au?ority to make grants "u ?is section %all expire at ! end ( aw>d ye> #bjbi-bjcj4 7c7 ,inapplicability ( ,,gepa cont+5t ext5sion ( programs ,section #dbb ( ! ,g5]al ,education ,provisions ,act 7#bj ,u4,s4,c4 #abbf;a7 %all n apply to ?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 ,pu]to ,rico1 or an outly+ area2 7,b7 is eligible to p>ticipate 9 ! /ud5t f9ancial assi/ance programs "u title ,,iv2 & 7,c7 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$71 conta9+ su* conditions z ea* ,gov]nor may specify1 includ+ a requirem5t t ! in/itution use ! funds made available "u ?is section to supplem5t & n supplant assi/ance t o!rwise w\ld be provid$ to eligible /ud5ts f outly+ areas4 7#b7 ,eligible /ud5t ,! t]m eligible /ud5t means an individual :o-- 7,a7 0 domicil$ 9 an outly+ area = n less ?an #ab consecutive mon?s prec$+ ! comm5cem5t ( ! fre%man ye> at an in/itution ( high] education2 7,b7 has n complet$ an und]graduate baccalaureate c\rse ( /udy2 7,c7 beg9s ! individual's c\rse ( /udy at an eligible in/itution )9 #c cal5d> ye>s 7exclud+ any p]iod ( s]vice on active duty 9 ! ,arm$ ,=ces or s]vice "u ! ,peace ,corps ,act 7#bb ,u4,s4,c4 #beja et seq47 or subtitle ,d ( title ,i ( ! ,national & ,community ,s]vice ,act ( #aiij 7#db ,u4,s4,c4 #abega et seq477 (-- 7i7 graduation f second>y s*ool1 or obta9+ ! recogniz$ equival5t ( a second>y s*ool diploma2 or 7ii7 transf] f an in/itution ( high] education locat$ 9 an outly+ area 7includ+ transf] foll[+ ! completion ( an associate degree or c]tificate at su* in/itution72 & 7,d7 is enroll$ or accept$ = enrollm5t1 on at lea/ a half-"t basis1 9 a baccalaureate degree or o!r program 7includ+ a program ( /udy abroad approv$ = cr$it by ! in/itution at :i* su* /ud5t is enroll$7 lead+ to a recogniz$ educational cr$5tial at an eligible in/itution4 7#c7 ,in/itution ( high] education ,! t]m in/itution ( high] education has ! mean+ giv5 ! t]m 9 section #aja4 7#d7 ,gov]nor ,! t]m ,gov]nor means ! ,gov]nor ( an outly+ area4 7#e7 ,outly+ area ,! t]m outly+ area means ! ,nor!rn ,m>iana ,isl&s1 ,am]ican ,samoa1 ! ,unit$ ,/ates ,virg9 ,isl&s1 & ,guam4 7e7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y1 to rema9 available until ,septemb] #cj1 #bjcj1 = c>ry+ out ?is section4 4 ,b ,pell ,grants & ,/ud5t ,loans #bjjca4 ,increas+ ! maximum ,f$]al ,pell grant 7a7 ,aw>d ye> #bjbb-bjbc ,section #dja7;b77#g7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajgj;a7b77#g77 is am5d$-- 7#a7 9 subp>agraph 7,a77iii71 by ins]t+ & su* sums z may be necess>y = fiscal ye> #bjbb to c>ry out ! #ejj increase provid$ "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 increas$ by #ejj4 7b7 ,subsequ5t aw>d ye>s ?r\gh #bjbi-bjcj 7#a7 ,9 g5]al ,section #dja7;b7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajgj;a7b771 z am5d$ by section #gjc ( ! ,,fafsa ,simplification ,act 7title ,,vii ( division ,,ff ( ,public ,law #aaf-bfj71 is am5d$-- 7,a7 9 p>agraph 7#e77;,a7-- 7i7 9 clause 7i71 by /rik+ & aft] ! semicolon2 7ii7 by r$esignat+ clause 7ii7 z clause 7iii72 & 7iii7 by ins]t+ aft] clause 7i7 ! foll[+3 7ii7 = ea* ( aw>d ye>s #bjbc-bjbd ?r\gh #bjbi-bjcj1 an additional #ejj2 & 2 & 7,b7 9 p>agraph 7#f77;,a7-- 7i7 9 clause 7i7-- 7,i7 by /rik+ appropriat$7 su* & ins]t+ ! foll[+3 appropriat$7-- 7,i7 su* 2 & 7,,ii7 by add+ at ! end ! foll[+3 7,,ii7 su* sums z are necess>y to c>ry out p>agraph 7#e77;,a77ii7 = ea* ( fiscal ye>s #bjbc ?r\gh #bjbi2 & 2 & 7ii7 9 clause 7ii71 by /rik+ 7#e77;,a77ii7 & ins]t+ 7#e77;,a77iii74 7#b7 ,effective date ,! am5dm5ts made by p>agraph 7#a7 %all take effect z if includ$ 9 section #gjc ( ! ,,fafsa ,simplification ,act 7title ,,vii ( division ,,ff ( ,public ,law #aaf-bfj7 & 9 accordance ) section #gja7;b7 ( su* ,act4 #bjjcb4 ,f$]al /ud5t aid eligibility ,section #dhd7;a77#e7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajia7;a77#e77 is am5d$ 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 "u section #bdd ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #abed;a7 aft] becom+ a citiz5 or p]man5t resid5t4 #bjjcc4 ,active duty def]m5t p]iods c\nt$ t[>d public s]vice loan =giv5ess ,section #dee7m7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajhg;e7m77 is am5d$-- 7#a7 by r$esignat+ p>agraphs 7#b7 ?r\gh 7#d7 z p>agraphs 7#c7 ?r\gh 7#e71 respectively2 & 7#b7 9 p>agraph 7#a71 9 ! matt] prec$+ subp>agraph 7,a71 by /rik+ p>agraph 7#b7 & ins]t+ p>agraph 7#c72 & 7#c7 by ins]t+ aft] p>agraph 7#a7 ! foll[+3 7#b7 ,active duty def]m5t p]iods 7,a7 ,9 g5]al ,not)/&+ p>agraph7#a77;,a7 & subject to subp>agraph 7,b71 ! ,secret>y %all deem ea* mon? = :i* a loan paym5t 0 9 def]m5t "u subsection 7f77#b7 ( ?is section or = :i* a loan paym5t 0 9 =be>ance "u section #fhe4bje7;a77#g7 ( title #cd1 ,code ( ,f$]al ,regulations1 7or simil> successor regulations71 = a borr[] describ$ 9 subsection 7f77#b77;,c7 z if ! borr[] ( ! loan _h made a paym5t = ! purpose ( public s]vice loan =giv5ess "u ?is subsection4 7,b7 ,limitation ,subp>agraph 7,a7 %all apply only to eligible ,f$]al ,direct ,loans orig9at$ be=e ! fir/ day ( fiscal ye> #bjca4 4 ,c ,inve/m5ts 9 ,hi/orically ,black ,colleges & ,univ]sities1 ,tribal ,colleges & ,univ]sities1 & ,m9ority-,s]v+ ,in/itutions #bjjda4 ,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 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbb1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,b77 9 fiscal ye> #bjbb2 7#b7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,b77 9 fiscal ye> #bjbc2 7#c7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,b77 9 fiscal ye> #bjbd2 7#d7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,b77 9 fiscal ye> #bjbe2 7#e7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out section #cga7;b77#b77;,b7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,b77 9 fiscal ye> #bjbf2 7#f7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbb1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,c77 9 fiscal ye> #bjbb2 7#g7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,c77 9 fiscal ye> #bjbc2 7#h7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,c77 9 fiscal ye> #bjbd2 7#i7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,c77 9 fiscal ye> #bjbe2 7#aj7 #aac1gch1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out section #cga7;b77#b77;,c7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,c77 9 fiscal ye> #bjbf2 7#aa7 #cd1ajd1jjj1 to rema9 available until ,septemb] #cj1 #bjbb1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77i77 9 fiscal ye> #bjbb2 7#ab7 #cd1ajd1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77i77 9 fiscal ye> #bjbc2 7#ac7 #cd1ajd1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77i77 9 fiscal ye> #bjbd2 7#ad7 #cd1ajd1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77i77 9 fiscal ye> #bjbe2 7#ae7 #cd1ajd1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out section #cga7;b77#b77;,d77i7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77i77 9 fiscal ye> #bjbf2 7#af7 #ag1jeb1jjj1 to rema9 available until ,septemb] #cj1 #bjbb1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77ii77 9 fiscal ye> #bjbb2 7#ag7 #ag1jeb1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77ii77 9 fiscal ye> #bjbc2 7#ah7 #ag1jeb1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77ii77 9 fiscal ye> #bjbd2 7#ai7 #ag1jeb1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77ii77 9 fiscal ye> #bjbe2 7#bj7 #ag1jeb1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out section #cga7;b77#b77;,d77ii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77ii77 9 fiscal ye> #bjbf2 7#ba7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbb1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iii7 9 fiscal ye> #bjbb2 7#bb7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iii7 9 fiscal ye> #bjbc2 7#bc7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iii7 9 fiscal ye> #bjbd2 7#bd7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iii7 9 fiscal ye> #bjbe2 7#be7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out section #cga7;b77#b77;,d77iii7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iii7 9 fiscal ye> #bjbf2 7#bf7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbb1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iv7 9 fiscal ye> #bjbb2 7#bg7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iv7 9 fiscal ye> #bjbc2 7#bh7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iv7 9 fiscal ye> #bjbd2 7#bi7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbe1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iv7 9 fiscal ye> #bjbe2 & 7#cj7 #e1fhd1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out section #cga7;b77#b77;,d77iv7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7b77#b77;,d77iv7 9 fiscal ye> #bjbf2 7b7 ,use ( funds ,! ,secret>y %all use #ae p]c5t ( ea* ( ! am\nts appropriat$ "u p>agraphs 7#f7 ?r\gh 7#aj7 ( subsection 7a7 to aw>d #be additional grants "u section #cga7;b77#b77;,c77ii74 #bjjdb4 ,rese>* & ,developm5t ,infra/ructure ,competitive ,grant ,program ,title ,,iii ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajea et seq47 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 = m9ority-s]v+ in/itutions #cha4 ,improv+ rese>* developm5t infra/ructure = m9ority-s]v+ in/itutions 7a7 ,eligible in/itution ,9 ?is section1 ! t]m eligible in/itution means 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] ,education4 7b7 ,au?orization ( grant programs 7#a7 ,plann+ grants ,! ,secret>y %all aw>d plann+ grants1 on a competitive basis1 to eligible in/itutions to assi/ ! eligible in/itutions 9 develop+ a /rategic plan1 assess+ capacity1 & c>ry+ out o!r activities to develop & submit an application = an implem5tation grant "u p>agraph 7#b7 to support rese>* & developm5t infra/ructure4 ,plann+ grants aw>d$ "u ?is p>agraph %all be = a p]iod ( #a to #b ye>s4 7#b7 ,implem5tation grants ,! ,secret>y %all aw>d implem5tation grants1 on a competitive basis1 to eligible in/itutions to assi/ ! eligible in/itutions 9 support+ rese>* & developm5t infra/ructure4 ,implem5tation grants aw>d$ "u ?is p>agraph %all be = a p]iod ( #a to #e ye>s4 7c7 ,applications 7#a7 ,9 g5]al 7,a7 ,plann+ grants ,an eligible in/itution t desires to receive a plann+ grant "u subsection 7b77#a7 %all submit an application to ! ,secret>y4 ,su* application %all include-- 7i7 a description ( ! activities t w be c>ri$ out ) grant funds2 & 7ii7 an assurance t ! grant funds provid$ "u subsection 7b77#a7 %all be us$ to supplem5t1 & n supplant1 o!r ,f$]al1 ,/ate1 tribal1 & local funds t w\ld o!rwise be exp5d$ to develop a plan1 assess capacity1 or c>ry out o!r activities relat$ to rese>* & developm5t infra/ructure4 7,b7 ,implem5tation grants 7i7 ,9 g5]al ,an eligible in/itution t desires to receive an implem5tation grant "u subsection 7b77#b7 %all submit an application to ! ,secret>y4 ,su* application %all include-- 7,i7 a description ( ! projects t w be c>ri$ out ) grant funds &1 9 ! case ( an in/itution t 0 previ\sly aw>d$ a plann+ grant "u subsection 7b77#a71 ! /rategic plan develop$ z "p ( su* plann+ grant2 7,,ii7 a description ( h[ su* projects w support ! rese>* & developm5t infra/ructure ( ! in/itution2 & 7,,iii7 an assurance t ! grant funds provid$ "u subsection 7b77#b7 %all be us$ to supplem5t1 & n supplant1 o!r ,f$]al1 ,/ate1 tribal1 & local funds t w\ld o!rwise be exp5d$ to support rese>* & developm5t infra/ructure4 7#b7 ,consortia ,an eligible in/itution may apply to receive a grant "u ?is section on behalf ( a consortium1 :i* may include in/itutions classifi$ z v high rese>* activity by ! ,c>negie ,classification ( ,in/itutions ( ,high] ,education1 two-ye> in/itutions ( high] education1 & o!r academic p>tn]s1 philan?ropic organizations1 & indu/ry p>tn]s1 provid$ t ! eligible in/itution is ! lead memb] & fiscal ag5t ( ! consortium4 7#c7 ,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 ,9 aw>d+ plann+ & implem5tation grants "u ?is section1 ! ,secret>y %all give priority to eligible in/itutions t meet any ( ! foll[+3 7#a7 ,receiv$ less ?an #aj1jjj1jjj = ! previ\s fiscal ye> = rese>* & developm5t f all ,f$]al s\rces comb9$1 except t1 9 ! case ( an eligible in/itution be+ consid]$ = an implem5tation grant1 ! calculation ( su* am\nt %all n include a plann+ grant "u ?is section4 7#b7 ,9 ! case ( eligible in/itutions be+ consid]$ = an implem5tation grant1 h receiv$ a plann+ grant "u ?is section & h develop$ & submitt$ to ! ,secret>y a high-quality /rategic plan1 9 accordance ) ! requirem5ts ( su* plann+ grant4 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 plan1 assess capacity1 & c>ry out o!r activities to develop & submit an application = an implem5tation grant to support rese>* & developm5t infra/ructure4 ,9 c>ry+ out ! activities "u su* grant1 ea* su* eligible in/itution-- 7,a7 %all develop a high-quality /rategic plan = improv+ in/itutional rese>* & developm5t infra/ructure t includes-- 7i7 an assessm5t ( ! exi/+ in/itutional rese>* capacity & rese>* & developm5t infra/ructure2 & 7ii7 a detail$ description ( h[ rese>* & developm5t infra/ructure funds provid$ by an implem5tation grant "u ?is section w\ld be us$ to increase in/itutional rese>* capacity & support rese>* & developm5t infra/ructure2 & 7,b7 9 develop+ su* /rategic plan1 may "w 9 p>tn]%ip ) entities describ$ 9 subsection 7c77#b7 to id5tify & secure non-,f$]al fund+ to support rese>* & developm5t infra/ructure4 7#b7 ,implem5tation grants ,an eligible in/itution t receives an implem5tation grant "u subsection 7b77#b7 %all use ! grant funds to support rese>* & developm5t infra/ructure1 :i* %all include c>ry+ out at lea/ "o ( ! foll[+ activities3 7,a7 ,provid+ fund+ = a program "u p>agraph 7#a71 7#b71 or 7#i7 ( section #caa7;c7 or "u p>agraph 7#a71 7#b71 or 7#h7 ( section #ejc7;b7 relat$ to rese>* & developm5t infra/ructure t is be+ c>ri$ out by ! eligible in/itution on ! date on :i* ! eligible in/itution receives a grant "u ?is section4 7,b7 ,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 or rese>* facilities relat+ to ! fields ( sci5ce1 te*nology1 eng9e]+1 ! arts1 ma!matics1 heal?1 agriculture1 education1 m$ic9e1 law1 & o!r discipl9es4 7,c7 ,hir+ & reta9+ faculty1 /ud5ts1 rese>*-relat$ /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,d7 ,support+ rese>* int]n%ips & fell[%ips = /ud5ts1 includ+ und]graduate1 graduate1 & po/-doctoral positions1 :i* may include provid+ direct /ud5t f9ancial assi/ance to su* /ud5ts4 7,e7 ,creat+ new1 or exp&+ exi/+1 academic positions1 includ+ int]n%ips1 fell[%ips1 & po/-doctoral positions1 9 fields ( rese>* = :i* rese>* & developm5t infra/ructure funds h be5 aw>d$ "u ?is section4 7,f7 ,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+ /aff1 pur*as+ supplies & equipm5t1 & fund+ travel to relevant conf]5ces & sem9>s to support ! "w ( su* c5t]s4 7,g7 ,build+ new in/itutional support /ructures & dep>tm5ts t help faculty le>n ab\t1 & increase faculty & /ud5t access to1 ,f$]al rese>* & developm5t grant funds & non-,f$]al academic rese>* grants4 7,h7 ,build+ data & collaboration infra/ructure s t e>ly f9d+s & rese>* c be securely %>$ to facilitate pe] review & o!r appropriate collaboration4 7,i7 ,provid+ programs ( /udy & c\rses 9 fields ( rese>* = :i* rese>* & developm5t infra/ructure funds h be5 aw>d$ "u ?is section4 7,j7 ,pay+ op]at+ & adm9i/rative exp5ses =1 & coord9at+ project p>tn]%ips ) memb]s (1 a consortium describ$ 9 subsection 7c77#b7 on behalf ( :i* ! eligible in/itution has receiv$ a grant "u ?is section4 7,k7 ,in/all+ or ext5d+ ! life & usability ( basic sy/ems & compon5ts ( campus facilities relat$ to rese>*1 includ+ high-spe$ broadb& int]net infra/ructure suffici5t to support digital & te*nology-bas$ le>n+4 7,l7 ,exp&+1 remodel+1 r5ovat+1 or alt]+ biom$ical & behavioral rese>* facilities exi/+ on ! date ( ! grant aw>d t receive support "u section #djd;,i ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bhck74 7,m7 ,acquir+ & in/all+ furniture1 fixtures1 & in/ructional rese>*-relat$ equipm5t & te*nology = academic in/ruction 9 campus facilities 9 fields ( rese>* = :i* rese>* & developm5t infra/ructure funds h be5 aw>d$ "u ?is section4 7,n7 ,provid+ increas$ fund+ to programs t support rese>* & developm5t at ! eligible in/itution t are fund$ by ,national ,in/itutes ( ,heal?1 includ+ ! ,pa? to ,excell5ce & ,innovation program ) ! ,national ,in/itutes ( ,heal?4 7f7 ,eligibility = ,b5efits ,no individual %all be det]m9$ to be ineligible to receive b5efits provid$ ) grant funds aw>d$ "u ?is section 7includ+ direct /ud5t f9ancial assi/ance7 on ! basis ( citiz5%ip1 ali5age1 or immigration /atus4 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 7#bj ,u4,s4,c4 #abbf;a7 %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$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 = c>ry+ out ?is section4 4 #c ,miscellane\s #bjjea4 ,(fice ( ,inspector ,g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ce1jjj1jjj1 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 #bjjeb4 ,program adm9i/ration funds ,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 #gch1jjj1jjj1 to rema9 available until exp5d$1 = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is subtitle & sections #bbaja & #bbajb4 #bjjec4 ,/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$1 #ia1jjj1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjcj1 = ,/ud5t ,aid ,adm9i/ration )9 ! ,dep>tm5t ( ,education = necess>y adm9i/rative exp5ses associat$ ) c>ry+ out ?is subtitle4 ,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 activities4 7#e7 #aba1jjj1jjj to ! ,(fice ( ,work]s' ,comp5sation ,programs = c>ry+ out activities ( ! ,(fice relat+ to claims activity1 policy & /&>ds developm5t1 & monitor+ ( ,/ate work]s' comp5sation programs4 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 = c>ry+ out ! activities ( ! ,bo>d1 ( :i* n m ?an #e1jjj1jjj %all be = ! implem5tation ( sy/ems to conduct electronic vot+ = union repres5tation elections4 #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 ,additional p5alties ,! ,national ,labor ,relations ,act 7#bi ,u4,s4,c4 #aea et seq47 is am5d$ by ins]t+ aft] section #ab 7#bi ,u4,s4,c4 #afb7 ! foll[+3 #ab;,a4 ,additional p5alties 7a7 ,civil p5alties = additional conduct ,any employ] :o violates subsection 7d7 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* a violation 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 ( subsection 7d7 t results 9 su* dis*>ge or o!r s]i\s economic h>m4 7b7 ,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 7c7 ,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 7d7 ,prohibition ,x %all be unlawful = an employ]-- 7#a7 to promise1 ?reat51 or take any action-- 7,a7 to p]man5tly replace an employee :o p>ticipates 9 a /rike z def9$ by section #eja7b7 ( ! ,labor ,managem5t ,relations ,act1 #aidg 7#bi ,u4,s4,c4 #adb7b772 7,b7 to discrim9ate aga9/ an employee :o is work+ or has unconditionally (f]$ to return to "w = ! employ] because ! employee support$ or p>ticipat$ 9 su* a /rike2 or 7,c7 to lock\t1 susp5d1 or o!rwise )hold employm5t f employees 9 ord] to influ5ce ! position ( su* employees or ! repres5tative ( su* employees 9 collective b>ga9+ prior to a /rike2 7#b7 to communicate or misrepres5t to an employee "u section #b7c7 t su* employee is exclud$ f ! def9ition ( employee "u section #b7c72 7#c7 to require or co]ce an employee to att5d or p>ticipate 9 su* employ]'s campaign activities unrelat$ to ! employee's job duties1 includ+ activities t are subject to ! requirem5ts "u section #bjc7;b7 ( ! ,labor-,managem5t ,report+ & ,disclosure ,act ( #aiei 7#bi ,u4,s4,c4 #dcc7;b772 or 7#d7 to violate subsection 7e74 7e7 ,collective action 7#a7 ,9 g5]al ,no employ] %all-- 7,a7 ent] into or attempt to en=ce any agreem5t1 express or impli$1 :]eby prior to a dispute to :i* ! agreem5t applies1 an employee und]takes or promises n to pursue1 br+1 jo91 litigate1 or support any k9d ( jo9t1 class1 or collective claim aris+ f or relat+ to ! employm5t ( su* employee 9 any =um t1 b = su* agreem5t1 is ( compet5t jurisdiction2 7,b7 co]ce an employee into und]tak+ or promis+ n to pursue1 br+1 jo91 litigate1 or support any k9d ( jo9t1 class1 or collective claim aris+ f or relat+ to ! employm5t ( su* employee2 or 7,c7 retaliate or ?reat5 to retaliate aga9/ an employee = refus+ to und]take or promise n to pursue1 br+1 jo91 litigate1 or support any k9d ( jo9t1 class1 or collective claim aris+ f or relat+ to ! employm5t ( su* employee4 7#b7 ,exception ,?is subsection %all n apply to any agreem5t embodi$ 9 or expressly p]mitt$ by a contract betwe5 an employ] & a labor organization4 7f7 ,en=cem5t ,! provisions ( section #aj & #aa %all apply to a violation ( ?is section 9 ! same mann] z su* provisions apply to an unfair labor practice1 except t-- 7#a7 an ord] "u section #aj ) respect to a violation ( ?is section-- 7,a7 %all require only t ! p]son 9 su* violation pay a civil p5alty "u subsection 7a72 & 7,b7 %all n include a requirem5t = a p]son to cease & desi/ su* violation or any =m ( affirmative action o!r ?an ! paym5t ( su* p5alty2 7#b7 a petition "u subsection 7e7 ( section #aj ) respect to a violation ( ?is section may be only = en=cem5t ( an ord] = ! paym5t ( a civil p5alty "u subsection 7a72 7#c7 a petition "u subsection 7f7 ( section #aj ) respect to a violation ( ?is section may be only = review ( an ord] = ! paym5t ( su* a civil p5alty2 & 7#d7 a c\rt "u section #aj may n grant any =m ( relief1 includ+ tempor>y relief1 a re/ra9+ ord]1 or any o!r =m ( injunctive relief1 = a violation ( ?is section o!r ?an a decree to en=ce1 modify1 or set aside 9 :ole or 9 "p an ord] ( ! ,bo>d impos+ a civil p5alty "u subsection 7a7 = a violation ( ?is section4 4 7c7 ,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 ,9 g5]al ,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$1 #af1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 :i* %all be res]v$ & allott$ to ,/ates 9 accordance ) subsection 7b77#b7 ( section #acb ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagb71 res]v$ & allocat$ to local areas 9 accordance ) subsections 7a7 & 7b77#a77;,b7 ( section #acc ( su* ,act 7#bi ,u4,s4,c4 #cagc71 & res]v$ by su* local areas z foll[s3 7#a7 ,n less ?an #bj p]c5t %all be res]v$ = c>ry+ out ! c>e] s]vices au?oriz$ "u subsection 7c77#b7 ( section #acd ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7 & exp&+ access to ! individualiz$ c>e] s]vices describ$ 9 section #acd7;c77#b77;,a77xii7 ( su* ,act 7#bi ,u4,s4,c4 #cagd7;c77#b77;,a77xii774 7#b7 ,n less ?an #bj p]c5t %all be res]v$ = c>ry+ out ! supportive s]vices & provid+ ! ne$s-relat$ paym5ts au?oriz$ "u p>agraphs 7#b7 & 7#c7 ( section #acd7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7;d771 except t = purposes ( ! res]vation "u ?is p>agraph ! requirem5ts ( subp>agraphs 7,b7 & 7,c7 ( p>agraph 7#c7 ( su* section %all n apply2 & 7#c7 ,n less ?an #ej p]c5t %all be res]v$ = c>ry+ out ! tra9+ s]vices-- 7,a7 ( :i*1 n less ?an #fj p]c5t %all be made available = individual tra9+ acc\nts au?oriz$ "u section #acd7;c77#c7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7;c77#c774 7,b7 except t = purposes ( provid+ transitional jobs z "p ( ^? s]vices "u ?is section1 section #acd7;d77#e7 ( su* ,act 7#bi ,u4,s4,c4 #cagd7;d77#e77 %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 ,act 7#bi ,u4,s4,c4 #caja et seq474 #bbjjb4 ,adult work] employm5t & tra9+ activities 7a7 ,9 g5]al ,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$1 #ae1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 :i* %all be res]v$ & allott$ to ,/ates 9 accordance ) subsection 7b77#a7 ( section #acb ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagb71 res]v$ & allocat$ to local areas 9 accordance ) subsections 7a7 & 7b77#a77;,a7 ( section #acc ( su* ,act 7#bi ,u4,s4,c4 #cagc71 & res]v$ by su* local areas z foll[s3 7#a7 ,n less ?an #bj p]c5t %all be res]v$ = c>ry+ out ! c>e] s]vices au?oriz$ "u subsection 7c77#b7 ( section #acd ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7 & exp&+ access to ! individualiz$ c>e] s]vices describ$ 9 section #acd7;c77#b77;,a77xii7 ( su* ,act 7#bi ,u4,s4,c4 #cagd7;c77#b77;,a77xii774 7#b7 ,n less ?an #aj p]c5t %all be res]v$ = c>ry+ out ! supportive s]vices & provid+ ! ne$s-relat$ paym5ts au?oriz$ "u p>agraphs 7#b7 & 7#c7 ( section #acd7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7;d774 7#c7 ,n less ?an #ej p]c5t %all be res]v$ = c>ry+ out ! tra9+ s]vices-- 7,a7 ( :i*1 n less ?an #fj p]c5t %all be made available = individual tra9+ acc\nts or contracts au?oriz$ "u ( section #acd7;c77#c7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7;c77#c772 & 7,b7 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 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7;d77#d77;,a77i77 %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 ,act 7#bi ,u4,s4,c4 #caja et seq474 #bbjjc4 ,y\? work=ce inve/m5t activities 7a7 ,9 g5]al ,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$1 #i1jed1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 :i* %all be res]v$ & allott$ to ,/ates 9 accordance ) subp>agraphs 7,b7 & 7,c7 ( section #abg7;b77#a7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cafb7;b77#a771 res]v$ & allocat$ to local areas 9 accordance ) subsections 7a7 & 7b7 ( section #abh ( su* ,act 7#bi ,u4,s4,c4 #cafc71 & res]v$ by su* local areas z foll[s3 7#a7 #be p]c5t %all be res]v$ = c>ry+ out ! y\? work=ce inve/m5t activities au?oriz$ "u section #abi ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cafd et seq474 7#b7 #ge p]c5t %all be res]v$ to 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 ,act 7#bi ,u4,s4,c4 #cafd74 7b7 ,p>tn]%ips ,n less ?an #bj p]c5t ( am\nts made available "u subsection 7a7 %all be us$ by local areas to p>tn] ) community-bas$ organizations s]v+ out-(-s*ool y\? to c>ry out activities describ$ 9 p>agraphs 7#a7 & 7#b7 ( subsection 7a71 includ+ ^? resid+ 9 high-crime or high-pov]ty areas4 7c7 ,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 ,act 7#bi ,u4,s4,c4 #caja et seq474 #bbjjd4 ,employm5t s]vice ,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$1 ! foll[+ am\nts1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca 7#a7 #a1bej1jjj1jjj = c>ry+ out ! ,/ate grant activities au?oriz$ "u section #g ( ! ,wagn]-,peys] ,act 7#bi ,u4,s4,c4 #di;f71 :i* %all be allott$ 9 accordance ) section #f ( su* ,act 7#bi ,u4,s4,c4 #di;e71 except t1 = purposes ( ?is section1 funds %all also be provid$ to ! ,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* ,act 7#bi ,u4,s4,c4 #di;d74 7#b7 #ajj1jjj1jjj = c>ry+ out improvem5ts to ! work=ce & labor m>ket in=mation sy/ems au?oriz$ "u section #ae ( ! ,wagn]-,peys] ,act 7#bi ,u4,s4,c4 #dil-#b74 #bbjje4 ,re-entry employm5t opportunities ,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$1 #c1fjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ex-(f5d] activities1 "u ! au?ority ( section #afi ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cbbd74 ,n less ?an #be p]c5t ( su* funds %all be = competitive grants to national & regional int]m$i>ies = activities 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 ) a priority = projects s]v+ high-crime1 high-pov]ty areas4 #bbjjf4 ,regi/]$ appr5tice%ips1 y\? appr5tice%ips1 & pre-appr5tice%ips 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to c>ry out activities ?r\gh grants1 coop]ative agreem5ts1 contracts or o!r arrangem5ts1 ) ,/ates & o!r appropriate entities1 includ+ equity int]m$i>ies & bus9ess & labor indu/ry p>tn] int]m$i>ies1 to create or exp& only-- 7#a7 appr5tice%ip programs regi/]$ "u ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc2 #bi ,u4,s4,c4 #ej et seq472 & 7#b7 y\? appr5tice%ip programs & pre-appr5tice%ip programs t articulate to appr5tice%ip programs describ$ 9 p>agraph 7#a74 7b7 ,res]vation ,n less ?an #ej p]c5t ( ! funds made available "u section 7a7 %all be res]v$ =-- 7#a7 entities s]v+ a high numb] or high p]c5tage ( individuals ) b>ri]s to employm5t 7z def9$ 9 section #c ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cajb771 includ+ individuals ) disabilities1 or nontraditional appr5tice%ip populations2 or 7#b7 y\? appr5tice%ips or pre-appr5tice%ips t articulate to su* regi/]$ appr5tice%ips programs4 #bbjjg4 ,community college & indu/ry p>tn]%ip grants 7a7 ,def9itions ,9 ?is section-- 7#a7 ,eligible in/itution ,! t]m eligible in/itution means an in/itution ( high] education 7z def9$ 9 section #aja or #ajb7;c7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajja1 #ajjb7;c771 includ+ a ,tribal ,college or ,univ]sity 7z def9$ 9 section #caf ( su* ,act 7#bj ,u4,s4,c4 #ajei;c771 or a consortium ( su* in/itutions-- 7,a7 at :i* ! highe/ degree aw>d$ is an associate degree2 or an associate degree is ! pr$om9ant degree aw>d$2 & 7,b7 t is work+ directly ) an indu/ry or sector p>tn]%ip1 or 9 ! process ( e/abli%+ su* p>tn]%ip1 to c>ry out a grant "u ?is section4 7#b7 ,p]k9s cte def9itions ,! t]ms c>e] & te*nical education1 c>e] guidance & academic c\nsel+ 1 dual or concurr5t enrollm5t program1 evid5ce-bas$ & "w-bas$ le>n+ h ! mean+s giv5 ! t]ms 9 section #c ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf 7#bj ,u4,s4,c4 #bcjb74 7#c7 ,regi/]$ appr5tice%ip program ,! t]m regi/]$ appr5tice%ip program means an appr5tice%ip regi/]$ "u ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc2 #bi ,u4,s4,c4 #ej et seq474 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 integrat$ education & tra9+1 recogniz$ po/second>y cr$5tial & supportive s]vices h ! mean+s giv5 ! t]ms 9 section #c ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cajb74 7,b7 ,c>e] s]vices ,! t]m c>e] s]vices means s]vices describ$ 9 section #acd7;c77#b7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7;c77#b774 7b7 ,9 g5]al ,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$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to c>ry out ?is section4 7c7 ,grants ,f funds appropriat$ "u subsection 7b7 & n res]v$ "u subsection 7e71 & "u ! au?ority ( section #afi7;b77#e7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cbbd7;b77#e771 ! ,secret>y %all aw>d grants on a competitive basis to eligible in/itutions = ! purposes ( exp&+ work=ce developm5t & employm5t opportunities 9 high-skill1 high-wage1 or 9-dem& indu/ry sectors or occupations4 ,to receive su* a grant1 an eligible in/itution %all submit to ! ,secret>y an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z specifi$ by ! ,secret>y1 includ+ a description ( ! relat$ programs1 recogniz$ po/second>y cr$5tials1 & employm5t opportunities4 7d7 ,use ( grant funds 7#a7 ,9 g5]al ,an eligible in/itution aw>d$ a grant "u ?is section %all use su* grant funds to exp& opportunities = atta9m5t ( recogniz$ po/second>y cr$5tials t are nationally portable & /ackable = high-skill1 high-wage1 or 9-dem& indu/ry sectors or occupations by-- 7,a7 e/abli%+1 improv+1 or scal+ high-quality1 evid5ce-bas$ education & tra9+ programs1 su* z c>e] & te*nical education programs1 c>e] pa?way programs1 & "w-bas$ le>n+ programs 7includ+ programs ( regi/]$ appr5tice%ips or pre-appr5tice%ips t articulate to regi/]$ appr5tice%ips72 7,b7 creat+1 develop+1 or exp&+ articulation agreem5ts 7z def9$ 9 section #dhf;,a7a7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajic;a7a7771 cr$it transf] agreem5ts1 corequisite rem$iation programs1 dual or concurr5t enrollm5t programs1 or policies & processes to aw>d academic cr$it = prior le>n+ or c>e] tra9+ programs support$ by ! funds describ$ 9 subsection 7c72 7,c7 mak+ available op51 se>*able1 & comp>able in=mation on curriculum or recogniz$ po/second>y cr$5tials1 includ+ ^? creat$ or develop$ us+ su* funds1 & in=mation on ! relat$ skills or compet5cies1 & relat$ employm5t & e>n+s outcomes2 7,d7 e/abli%+ or implem5t+ plans = provid]s ( programs support$ ) su* funds to be includ$ on ! eligible tra9+ s]vices provid] li/ describ$ 9 section #abb7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #caeb7;d772 7,e7 pur*as+1 leas+1 or refurbi%+ specializ$ equipm5t necess>y to c>ry out ! education or c>e] tra9+ programs support$ by su* funds2 7,f7 r$uc+ or elim9at+ out-(-pocket exp5ses relat$ to p>ticipants' co/ ( att5dance 9 ! education or c>e] tra9+ activities support$ by su* funds2 or 7,g7 e/abli%+ or exp&+ indu/ry or sector p>tn]%ips to successfully c>ry out ! activities describ$ 9 subp>agraphs 7,a7 ?r\gh 7,f74 7#b7 ,res]vation ,an eligible in/itution aw>d$ a grant "u ?is section %all use n less ?an #ae p]c5t ( su* grant funds to provide s]vices to help individuals ) b>ri]s to employm5t complete & successfully transition out ( education or c>e] tra9+ programs support$ by su* funds1 :i* %all include provid+ supportive s]vices1 c>e] s]vices1 c>e] guidance & academic c\nsel+1 or job placem5t assi/ance4 7e7 ,res]vations ,f ! am\nts made available "u subsection 7b71 ! ,secret>y %all res]ve n m ?an #e p]c5t =-- 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 section2 7#b7 adm9i/ration ( ! program describ$ 9 ?is section1 includ+ provid+ te*nical assi/ance & ov]sight to support eligible in/itutions 7includ+ consortia ( eligible in/itutions72 & 7#c7 evaluat+ & report+ on ! p]=mance & impact ( programs fund$ "u ?is section4 7f7 ,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 community college education or c>e] tra9+ programs4 #bbjjh4 ,indu/ry or sector p>tn]%ip grants 7a7 ,9 g5]al ,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$1 #aj1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to c>ry out ?is section4 7b7 ,grants ,f am\nts appropriat$ "u subsection 7a7 & n res]v$ "u subsection 7d71 & "u ! au?ority ( section #afi7;b77#e7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cbbd7;b77#e771 ! ,secret>y %all aw>d grants on a competitive basis to eligible p>tn]%ips = ! purposes ( exp&+ work=ce developm5t & employm5t opportunities = high-skill1 high-wage1 or 9-dem& indu/ry sectors or occupations1 includ+ in=mation te*nology1 clean en]gy1 arts & ent]ta9m5t1 infra/ructure & transportation1 advanc$ manufactur+1 heal? c>e1 public heal?1 home c>e1 & e>ly *ildhood c>e & education4 ,to receive su* a grant1 an eligible p>tn]%ip %all submit to ! ,secret>y an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z specifi$ by ! ,secret>y4 7c7 ,uses ( funds ,an eligible p>tn]%ip aw>d$ su* a grant "u ?is section %all use-- 7#a7 su* grant funds to engage & regul>ly conv5e /akehold]s 9 a collaborative /ructure to id5tify1 develop1 improve1 or exp& tra9+1 employm5t1 & gr[? opportunities = ! high-skill1 high-wage1 or 9-dem& indu/ry sector or occupation on :i* su* p>tn]%ip is focus$2 7#b7 n less ?an #ej p]c5t ( su* grant funds to directly provide1 or arrange = ! provision (1 high-quality1 evid5ce-bas$ tra9+ = ! high-skill1 high-wage1 or 9-dem& indu/ry sector or occupation on :i* su* p>tn]%ip is focus$1 :i* %all include-- 7,a7 tra9+ s]vices describ$ 9 any clause ( subp>agraph 7,d7 ( section #acd7;c77#c7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cagd7;c77#c777 provid$ ?r\gh contracts t meet ! requirem5ts ( t section #acd7;c77#c72 or 7,b7 tra9+ provid$ ?r\gh regi/]$ appr5tice%ip programs1 y\? appr5tice%ip1 or pre-appr5tice%ip programs t articulate to regi/]$ appr5tice%ip programs1 or ?r\gh jo9t labor-managem5t p>tn]%ips2 & 7,c7 e/abli%+ or implem5t+ plans = provid]s ( programs support$ ) su* funds to be includ$ on ! eligible tra9+ s]vices provid] li/ describ$ 9 section #abb7;d7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #caeb7;d774 7#c7 n less ?an #ae p]c5t ( su* grant funds to directly provide1 or arrange = ! provision (1 s]vices to help individuals ) b>ri]s to employm5t complete & 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 ,act 7#bi ,u4,s4,c4 #cagd74 7d7 ,res]vations 7#a7 ,9 g5]al ,f ! am\nts made available "u subsection 7a71 ! ,secret>y %all res]ve n m ?an #e p]c5t =-- 7,a7 t>get$ outrea* & support to eligible p>tn]%ips s]v+ local areas ) high unemploym5t rates or high p]c5tages ( individuals ) l[ incomes or individuals ) b>ri]s to employm5t1 to provide guidance & assi/ance 9 ! grant 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 7#b7 ,/ate bo>d or local bo>d funds ,f am\nts made available "u subsection 7a71 ! ,secret>y %all res]ve n less ?an #e p]c5t 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 ( individuals ) l[ incomes or individuals ) b>ri]s to employm5t1 z comp>$ to ,/ate or national av]ages = su* rates or p]c5tages4 7e7 ,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 7f7 ,def9itions ,9 ?is section3 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 ,act 7#bi ,u4,s4,c4 #cajb72 or 7,b7 a p>tn]%ip ( multiple entities describ$ 9 section #c7bf7 ( su* ,act 7#bi ,u4,s4,c4 #cajb7bf771 & a ,/ate bo>d or local bo>d1 t is 9 ! process ( e/abli%+ an indu/ry or sector p>tn]%ip4 7#b7 ,p]k9s cte def9itions ,! t]ms c>e] guidance & academic c\nsel+ & evid5ce-bas$ h ! mean+s giv5 ! t]ms 9 section #c ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf 7#bj ,u4,s4,c4 #bcjb74 7#c7 ,regi/]$ appr5tice%ip program ,! t]m regi/]$ appr5tice%ip program means an appr5tice%ip regi/]$ "u ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc2 #bi ,u4,s4,c4 #ej et seq474 7#d7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,labor4 7#e7 ,wioa def9itions ,! 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 & ,/ate bo>d h ! mean+s giv5 ! t]ms 9 section #c ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cajb74 #bbjji4 ,job ,corps ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #a1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! ,job ,corps program au?oriz$ "u section #adc ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #caic71 includ+ improv+ & exp&+ access to all[ances & supports describ$ 9 section #aej ( su* ,act 7#bi ,u4,s4,c4 #cbjj71 except t = ! purposes ( ?is section1 outly+ areas z def9$ 9 section #c ( su* ,act 7#bi ,u4,s4,c4 #cajb7 %all be consid]$ eligible to receive funds "u ?is section4 ,( su* funds1 no less ?an #gej1jjj1jjj %all be res]v$ = con/ruction1 rehabilitation & acquisition ( ,job ,corps ,c5t]s4 #bbjaj4 ,native ,am]ican programs ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #dej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! ,native ,am]ican programs au?oriz$ "u ! ,work=ce ,innovation & ,opportunity ,act4 #bbjaa4 ,migrant & seasonal f>mwork] programs ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #dej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! migrant & seasonal f>mwork] programs au?oriz$ "u ,work=ce ,innovation & ,opportunity ,act1 except t1 = purposes ( provid+ s]vices "u ^? programs to l[-income individuals "u ?is section1 section #c7cf77;,a77ii77,i7 ( su* ,act 7#bi ,u4,s4,c4 #cajb7cf77;,a77ii77,i77 %all be appli$ by sub/itut+ #aej p]c5t ( ! pov]ty l9e = ! pov]ty l9e4 #bbjab4 ,y\?build program ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! ,youth,build program au?oriz$ "u ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cbbf71 includ+ = ! purposes ( improv+ & exp&+ access to s]vices1 /ip5ds1 wages1 & b5efits describ$ 9 subsections 7c77#b77;,a77vii7 & 7c77#b77;,f7 ( section #aga ( su* ,act4 #bbjac4 ,s5ior community s]vice employm5t program ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! ,s5ior ,community ,s]vice ,employm5t program au?oriz$ "u title ,v ( ! ,old] ,am]icans ,act 7#db ,u4,s4,c4 #cjef et seq474 #bbjad4 ,program adm9i/ration ,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$1 #gbj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = program adm9i/ration )9 ! ,dep>tm5t ( ,labor = sal>ies & exp5ses necess>y to implem5t ?is "p1 p>ts #c & #d1 & section #bbdjb ( "p #e ( ?is subtitle1 includ+ = managem5t1 legal1 or o!r support necess>y to implem5t su* p>ts or section4 #b ,dep>tm5t ( ,education #bbaja4 ,adult education & lit]acy 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1fjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbh1 to c>ry out title ,,ii ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #caja et seq471 :i* %all be res]v$1 & grant$ & allott$ to eligible ag5cies 9 accordance ) subsections 7a71 7b71 & 7c7 ( section #baa ( su* ,act1 respectively4 7b7 ,requirem5t ,) respect to ea* eligible ag5cy t receives funds appropriat$ by ?is section1 = ea* fiscal ye> = :i* su* eligible ag5cy receives su* funds1 section #bbb7;a77#a7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #ccjb7;a77#a77 ! %all be appli$ by sub/itut+ n less ?an #aj p]c5t = n m ?an #bj p]c5t4 #bbajb4 ,c>e] & te*nical education 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,education = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 ! foll[+ am\nts1 to rema9 available until ,septemb] #cj1 #bjbh3 7#a7 #c1jjj1jjj1jjj = c>ry+ out c>e] & te*nical education programs au?oriz$ "u section #abd & section #ace ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf 7#bj ,u4,s4,c4 #bcja et seq471 :i* %all be allott$ 9 accordance ) section #aaa & section #aab ( su* ,act 7#bj ,u4,s4,c4 #bcba1 #bcbb71 except t subsection 7b7 ( section #aab ( su* ,act 7#bj ,u4,s4,c4 #bcbb7 %all n apply4 7#b7 #a1jjj1jjj1jjj = c>ry+ out ! innovation & mod]nization program describ$ 9 subsection7e7 ( section #aad ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf 7#bj ,u4,s4,c4 #bcbd7;e771 except t = purposes ( ?is p>agraph-- 7,a7 ! #bj p]c5t limitation 9 p>agraph 7#a7 ( su* subsection1 & p>agraph 7#b7 ( su* subsection1 %all n apply2 & 7,b7 eligible ag5cies 7z def9$ 9 section #c ( su* ,act7 %all be eligible to receive grants "u section #aad7;e7 ( su* ,act4 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 ( #bjjf 7#bj ,u4,s4,c4 #bcja et seq474 #c ,competitive integrat$ employm5t trans=mation grant program #bbbja4 ,competitive integrat$ employm5t trans=mation grant program 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,labor1 #cjj1jjj1jjj = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until exp5d$1 = ! ,secret>y ( ,labor 7ref]r$ to 9 ?is section z ! ,secret>y7 to aw>d grants to ,/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 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$ employm5t & to cov] any adm9i/rative co/s associat$ ) su* grants4 7b7 ,res]vations & allotm5ts2 duration ( aw>ds 7#a7 ,res]vations 7,a7 ,allotm5ts to non-cov]$ ,/ates 7i7 ,9 g5]al ,! ,secret>y %all res]ve #aj p]c5t ( ! am\nt appropriat$ by subsection 7a7 to aw>d grants1 9 accordance to clause 7ii71 to ,/ates describ$ 9 subsection 7c77#c7 t submit an application "u subsection 7c7 meet+ ! applicable requirem5ts ( su* subsection4 7ii7 ,allotm5t am\nt ,! ,secret>y %all allot grants to ea* ,/ate "u clause 7i7 a grant 9 an am\nt t be>s ! same relation%ip to ! total am\nt res]v$ "u clause 7i7 z ! population ( ! ,/ate be>s to ! total population ( all ,/ates describ$ 9 su* clause4 7,b7 ,national te*nical assi/ance c5t] ,! ,secret>y %all use #b p]c5t ( ! am\nts appropriat$ 9 subsection 7a7 to e/abli%1 ei!r directly or ?r\gh grants1 contracts1 or coop]ative agreem5ts1 a national te*nical assi/ance c5t] to provide te*nical assi/ance to employ]s :o are trans=m+ f employ+ p ) disabilities us+ special c]tificates to provid+ competitive integrat$ employm5t & to collect & dissem9ate evid5ce-bas$ practices ) respect to ! trans=mations & 9 provid+ competitive integrat$ employm5t & integrat$ s]vices4 7#b7 ,allotm5ts to cov]$ ,/ates 7,a7 #ae or m cov]$ ,/ates 7i7 ,9 g5]al ,9 ! case t1 z ( a date det]m9$ appropriate by ! ,secret>y1 !re are #ae or m cov]$ ,/ates ! ,secret>y %all allot to ea* cov]$ ,/ate a grant 9 an am\nt equal to ! sum ( ! allott$ to su* ,/ate "u clauses 7ii7 & 7iii74 7ii7 ,allotm5t bas$ on numb] ( employees "u special c]tificates ,f ! total am\nt t is #gj p]c5t ( ! funds appropriat$ "u subsection 7a7 & n res]v$ "u p>agraph 7#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 7iii7 ,allotm5t bas$ on employ]s ) special c]tificates ,f ! total am\nt t is #cj p]c5t ( ! funds appropriat$ "u subsection 7a7 & n res]v$ "u p>agraph 7#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] ( 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,b7 #ad or few] cov]$ ,/ates ,9 ! case t1 z ( ! date det]m9$ appropriate by ! ,secret>y "u subp>agraph 7,a71 !re are few] ?an #ae cov]$ ,/ates1 ! ,secret>y %all aw>d grants to ea* cov]$ ,/ate on a competitive basis 9 an am\nt t ! ,secret>y det]m9es necess>y to accompli% ! purpose ( ! grant describ$ 9 subsection 7a74 7,c7 ,cov]$ ,/ate ,9 ?is subsection1 ! t]m cov]$ ,/ate means a ,/ate t-- 7i7 is n describ$ 9 subsection 7c77#c72 & 7ii7 submits an application "u subsection 7c7 t meets ! applicable requirem5ts "u su* subsection4 7#c7 ,duration ( aw>ds ,a grant "u ?is section %all be aw>d$ = a p]iod ( #e ye>s4 7#d7 ,cut(f ,! ,secret>y may n issue a grant "u ?is subsection aft] ,septemb] #cj1 #bjbe4 7c7 ,applications 7#a7 ,9 g5]al ,to be eligible to receive a grant "u ?is section1 a ,/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 ,9 ! case ( a ,/ate n describ$ 9 p>agraph 7#c71 an application submitt$ "u p>agraph 7#a7 %all include-- 7,a7 a description ( ! /atus ( ! employ]s 9 ! ,/ate provid+ employm5t us+ special c]tificates1 :i* may include-- 7i7 ! numb] ( employ]s 9 ! ,/ate us+ special c]tificates to employ & pay p ) disabilities2 7ii7 ! numb] ( employees 9 ! ,/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 ( ! ,/ate ) respect to competitive integrat$ employm5t = p ) disabilities2 & 7,c7 assurances t-- 7i7 ! activities c>ri$ out "u ! grant w1 by n lat] ?an ! end ( ! #e-ye> grant p]iod1 result 9-- 7,i7 ea* employ] 9 ! ,/ate volunt>ily ceas+ to use special c]tificates by ! end ( ! #e-ye> grant p]iod & no long] apply+ = or r5ew+ su* c]tificates2 or 7,,ii7 9 ! case ( an employ] 9 ! ,/ate t1 z ( ! date ( enactm5t ( ?is ,act1 provides employm5t us+ special c]tificates1 ! employ]-- 7aa7 trans=ms its bus9ess & program models z describ$ 9 subsection 7d77#a77;,a72 or 7bb7 ceases provid+ specializ$ employm5t s]vices = p ) disabilities2 & 7ii7 ea* individual 9 ! ,/ate :o is employ$ "u a special c]tificate on or aft] ! date ( enactm5t w 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] ( ! rate specifi$ 9 section #f7;a77#a7 ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bjf7;a77#a77 or ! rate specifi$ 9 ! applicable ,/ate or local m9imum wage law1 or ! applicable prevail+ wage rate "u ! ,mc,namara-,o',h>a ,s]vice ,contract ,act 7#da ,u4,s4,c4 #fgja et seq472 & 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 ! ,/ate w e/abli% an advisory c\ncil describ$ 9 subsection 7e7 to monitor & guide ! process ( trans=m+ bus9ess & program models ( employ]s 9 ! ,/ate z describ$ 9 subsection 7d77#a77;,a74 7#c7 ,applications = ,/ates receiv+ am\nt f res]vation ,9 ! case ( a ,/ate t1 z ( ! date ( enactm5t ( ?is ,act1 is det]m9$ by ! ,secret>y to h phas$ out or to be 9 ! process ( phas+ out ! use ( special c]tificates 9 ! ,/ate1 an application "u ?is subsection f su* ,/ate %all include only ! in=mation describ$ 9 p>agraph 7#b77;,b74 7d7 ,use ( funds 7#a7 ,9 g5]al ,9 ! case ( a ,/ate n describ$ 9 p>agraph 7#b71 su* ,/ate %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 subp>agraph 7,a74 7#b7 ,/ates receiv+ am\nt f res]vation ,a ,/ate t1 z ( ! date ( enactm5t ( ?is ,act1 is det]m9$ by ! ,secret>y to h phas$ out or to be 9 ! process ( phas+ out ! use ( special c]tificates 9 ! ,/ate1 %all use ! grant funds = expansion ( competitive integrat$ employm5t & integrat$ s]vices to be provid$ to p ) disabilities4 7e7 ,memb]s ( ! advisory c\ncil ,a ,/ate receiv+ a grant "u ?is section %all1 = ! purpose describ$ 9 subsection 7c77#b77;,c77iii71 e/abli% an advisory c\ncil compos$ ( ! foll[+3 7#a7 ,p ) disabilities1 includ+ p ) intellectual or developm5tal disabilities & p ) m5tal heal? disabilities1 :o are or 7 employ$ "u a special c]tificate1 :o %all comprise n less ?an #be p]c5t ( ! memb]s ( su* advisory c\ncil4 7#b7 ,family memb]s ( a p]son ) an intellectual1 developm5tal1 or m5tal heal? disability :o is or 0 employ$ "u a special c]tificate or is employ$ 9 competitive integrat$ employm5t4 7#c7 ,an employ] provid+ competitive integrat$ employm5t4 7#d7 ,an employ] provid+ employm5t "u special c]tificates4 7#e7 ,repres5tatives ( relevant ,/ate ag5cies ) exp]tise 9 competitive integrat$ employm5t1 disability organizations ) su* exp]tise1 & disability relat$ (fices & gr\ps ) su* exp]tise4 #bbbjb4 ,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 ,employee2 employ] ,! t]ms employee & employ] h ! mean+s giv5 su* t]ms 9 section #c ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bjc74 7#c7 ,integrat$ community p>ticipation & wrap>\nd s]vices2 integrat$ s]vices ,! t]ms integrat$ community p>ticipation & wrap>\nd s]vices or integrat$ s]vices mean 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#d7 ,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#e7 ,/ate ,! t]m ,/ate has ! mean+ giv5 ! t]m 9 section #c ( ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bjc774 #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 evid5ce-bas$ & "w-bas$ le>n+ h ! mean+s giv5 su* t]ms 9 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$5tial1 & ,/ate bo>d h ! mean+s giv5 su* t]ms 9 section #c ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cajb74 7#c7 ,o!r def9itions 7,a7 ,c>e] & te*nical education s*ool ,! t]m c>e] & te*nical education s*ool has ! mean+ giv5 ! t]m eligible recipi5t 9 section #c ( ! #c ( ! ,c>l ,d4 ,p]k9s ,c>e] & ,te*nical ,education ,act ( #bjjf 7#bj ,u4,s4,c4 #bcjb74 7,b7 ,direct c>e work] ,! t]m direct c>e work] means-- 7i7 a direct support pr(essional2 7ii7 any work] :o provides direct c>e s]vices 9 home or community-bas$ 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 palliative c>e work]2 7v7 a direct c>e work]1 z def9$ 9 section #gii;,b ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #giep72 or 7vi7 an individual 9 any o!r position or job relat$ to ^? describ$ 9 clauses 7i7 ?r\gh 7vi71 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,c7 ,eligible entity ,! t]m eligible entity means an entity t is-- 7i7 a ,/ate2 7ii7 a labor organization1 a jo9t labor-managem5t organization1 or a ,multi-,employ] ,tra9+ & ,education ,fund2 7iii7 a nonpr(it organization ) exp]i5ce 9 ag+1 disability1 support+ ! rights & int]e/s ( direct c>e work]s1 or tra9+ or educat+ direct c>e work]s2 7iv7 an ,indian ,tribe or ,tribal organization 7z def9$ 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd772 7v7 an urban ,indian organization 7z def9$ 9 section #d ( ! ,indian ,heal? ,c>e ,improvem5t ,act 7#be ,u4,s4,c4 #afjc772 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-- 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 a c>e] & te*nical education s*ool2 or 7ix7 a consortium ( entities li/$ 9 any ( clauses 7i7 ?r\gh 7vii74 7,d7 ,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,e7 ,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,f7 ,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,g7 ,pre-appr5tice%ip program ,! t]m pre-appr5tice%ip program means a program t articulates to a regi/]$ appr5tice%ip program4 7,h7 ,regi/]$ appr5tice%ip program ,! t]m regi/]$ appr5tice%ip program means an appr5tice%ip program regi/]$ "u ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc2 #bi ,u4,s4,c4 #ej et seq474 7,i7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,labor4 7,j7 ,/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$1 #a1dhj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = aw>d+1 on a competitive basis1 grants to eligible entities to c>ry out ! activities describ$ 9 subsection 7c7 ) respect to direct c>e 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 c>e work]s ! entity plans to s]ve ?r\gh ! activities support$ by ! grant2 7ii7 a description ( ! "o or m eligible p>tn]+ entities collaborat+ to c>ry out ! activities describ$ 9 subsection 7c72 7iii7 an assurance t-- 7,i7 ! eligible entity w e/abli% a consultative process1 z describ$ 9 subsection 7c77#b72 & 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$icaid1 to ! ext5t t ea* su* entity is n ! eligible entity2 & 7iv7 a plan = ensur+ t ! eligible entity w rema9 neutral 9 any organiz+ ef=t involv+ direct c>e work]s s]v$ by ! grant :o seek to =m1 jo91 or assi/ a labor organization4 7#b7 ,consid]ation ,9 aw>d+ grants "u subsection 7a71 ! ,secret>y1 9 coord9ation ) ! ,secret>y ( ,heal? & ,human s]vices act+ ?r\gh ! ,adm9i/rator ( ! ,adm9i/ration = ,community ,liv+1 %all ensure equitable geographic div]sity 9 di/ribution ( ! grants1 includ+ by select+ recipi5ts 9 rural areas & select+ recipi5ts 9 urban areas4 7#c7 ,duration ( grants ,a grant aw>d$ "u ?is section %all be = a p]iod ( #c ye>s1 & may be r5ew$4 ,! ,secret>y1 9 coord9ation ) ! ,secret>y ( ,heal? & ,human ,s]vices act+ ?r\gh ! ,adm9i/rator ( ! ,adm9i/ration = ,community ,liv+1 %all aw>d grants 7includ+ any r5ewals7 "u ?is section 9 #c-ye> cycles subject to ! limits set =? 9 subsection 7a74 7c7 ,use ( funds 7#a7 ,9 g5]al 7,a7 ,requir$ 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 c>e 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 subp>agraph 7,a71 ea* eligible entity receiv+ a grant "u subsection 7a7 %all use ! grant funds = "o or m ( ! foll[+ activities3 7i7 ,develop+ & implem5t+ a /rategy = ! recruitm5t ( direct c>e work]s4 7ii7 ,develop+ & implem5t+ a /rategy = ! ret5tion ( direct c>e work]s us+ evid5ce-bas$ be/ practices1 su* z provid+ m5tor+ to su* work]s4 7iii7 ,develop+ or implem5t+ an education & tra9+ program = ! direct c>e work]s s]v$ by ! grant1 :i* %all include-- 7,i7 education & tra9+ on-- 7aa7 ! rights ( direct c>e work]s "u applicable ,f$]al1 ,/ate1 or local employm5t law on-- 7,,aa7 wages & h\rs1 includ+ "u ! ,fair ,labor ,/&>ds ,act ( #aich 7#bi ,u4,s4,c4 #bja et seq472 7,,bb7 safe work+ conditions1 includ+ "u ! ,occupational ,safety & ,heal? ,act ( #aigj 7#bi ,u4,s4,c4 #fea et seq472 7,,cc7 =m+1 jo9+1 or assi/+ a labor organization1 includ+ "u ! ,national ,labor ,relations ,act 7#bi ,u4,s4,c4 #aec et seq472 & 7,,dd7 o!r applicable t]ms & conditions ( employm5t2 & 7bb7 relevant ,f$]al & ,/ate laws 7includ+ regulations7 on ! provision ( home & community-bas$ s]vices2 & 7,,ii7 provid+ a progressively increas+1 cle>ly def9$ s*$ule ( h\rly wages to be paid to ea* direct c>e work] s]v$ by ! grant = ea* h\r ! work] sp5ds on education or tra9+ provid$ ?r\gh ! program describ$ 9 ?is clause1 ) a s*$ule ( h\rly wages t-- 7aa7 is consi/5t ) measurable skill ga9s or atta9m5t ( a recogniz$ po/second>y cr$5tial receiv$ z a result ( p>ticipation 9 or completion ( su* education or tra9+ program2 & 7bb7 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$]al1 ,/ate1 or local law1 or a collective b>ga9+ agreem5t2 7,,iii7 develop+ & implem5t+ a /rategy = ! ret5tion & c>e] advancem5t ( ! direct c>e work]s s]v$ by ! grant1 includ+ provid+ c>e] plann+ = ! direct c>e work]s s]v$ by ! grant to support ! id5tification ( advancem5t opportunities1 & c>e] pa?ways 9 ! direct c>e or home c>e sectors2 & 7,,iv7 us+ evid5ce-bas$ models & /&>ds = a*ievem5t = ! atta9m5t ( any associat$ recogniz$ po/second>y cr$5tials1 :i* include-- 7aa7 support+ opportunities to p>ticipate 9 pre-appr5tice%ip or regi/]$ appr5tice%ip programs1 "w-bas$ le>n+1 or on-!-job tra9+2 7bb7 provid+ on-!-job sup]vision or m5tor+ to support ! developm5t ( relat$ skills & compet5cies ?r\gh\t completion ( su* cr$5tials2 & 7cc7 tra9+ on ! 9-dem& skills & compet5cies ( direct c>e work]s s]v$ by ! grant1 includ+ ! provision ( culturally compet5t & disability compet5t supports & s]vices4 7#b7 ,consultation ,ea* eligible entity receiv+ a grant "u ?is section %all consult 9 ! developm5t & implem5tation ( ! grant )-- 7,a7 individuals ) disabilities2 7,b7 old] individuals2 7,c7 direct c>e work]s2 7,d7 family c>egiv]s1 gu>dians1 or family memb]s2 or 7,e7 repres5tatives (-- 7i7 organizations repres5t+ ! rights & int]e/s ( p receiv+ home & community-bas$ s]vices2 7ii7 provid] ag5cies or employ]s ( direct c>e work]s s]v$ by ! grant2 7iii7 labor or jo9t labor-managem5t organizations1 or advocacy organizations1 repres5t+ direct c>e work]s s]v$ by ! grant2 or 7iv7 in/itutions ( high] education or c>e] & te*nical education s*ools provid+ education & tra9+ on direct c>e4 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 c>e work]s 9 ! ,/ate s]v$ by ! grant4 #e ,work=ce ,developm5t ,programs 9 ,support ( ,communities & ! ,environm5t #bbdja4 ,corporation = ,national & ,community ,s]vice 7a7 ,9 g5]al 7#a7 ,ameri,corps ,/ate & ,national programs 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #a1cje1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out national s]vice programs au?oriz$ "u section #abb7;a77#c77;,b7 ( ! ,national & ,community ,s]vice ,act ( #aiij 7#db ,u4,s4,c4 #abegb7;a77#c77;,b77 :i* %all be us$ to make fund+ adju/m5ts to exi/+ 7z ( ! date ( enactm5t ( ?is ,act7 aw>ds & make new aw>ds to entities to support national s]vice programs au?oriz$ "u ! ,ameri,corps ,/ate & ,national program 7:e!r or n ! entities are already grant recipi5ts "u su* provisions on ! date ( enactm5t ( ?is ,act7 & to increase ! liv+ all[ances ( p>ticipants 9 national s]vice programs4 7,b7 ,waiv] ( mat*+ requirem5t ,= ! purposes ( c>ry+ out ?is subp>agraph1 ! ,corporation %all waive any mat* requirem5t 9 :ole or 9 "p :]e a grantee demon/rates su* waiv] w\ld increase access & remove b>ri]s = organizations t s]ve communities t are adv]sely affect$ by p]si/5t pov]ty1 discrim9ation1 or inequality4 7#b7 ,national ,civilian ,community ,corps ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #hj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out ! ,national ,civilian ,community ,corps au?oriz$ "u section #aeb ( ! ,national & ,community ,s]vice ,act ( #aiij 7#db ,u4,s4,c4 #abfab74 7#c7 ,volunte]s 9 ,s]vice to ,am]ica program ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 = c>ry+ out ! ,volunte]s 9 ,s]vice to ,am]ica 7,,vi/a7 program = ! purposes describ$ 9 section #aja ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc 7#db ,u4,s4,c4 #diea71 includ+ to increase ! liv+ all[ances ( volunte]s1 describ$ 9 section #aje7;b7 ( su* ,act 7#db ,u4,s4,c4 #diee74 7#d7 ,/ate commissions ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #dj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to make adju/m5ts to exi/+ 7z ( ! date ( enactm5t ( ?is ,act7 aw>ds & new & additional aw>ds1 includ+ aw>ds to ,/ate ,commissions on ,national & ,community ,s]vice1 "u section #abf7;a7 ( ! ,national & ,community ,s]vice ,act ( #aiij 7#db ,u4,s4,c4 #abegf7;a774 7#e7 ,use ( funds ,am\nts made available "u p>agraphs 7#a7 ?r\gh 7#d7 %all be us$ by ! ,corporation = ,national & ,community ,s]vice to c>ry out activities describ$ 9 section #abb7;a77#c77;,b7 ( ! ,national & ,community ,s]vice ,act ( #aiij 7#db ,u4,s4,c4 #abegb7;a77#c77;,b77 & = activities relat$ to environm5tal resili5cy1 rem$iation1 or mitigation by-- 7,a7 ensur+ at lea/ #ej p]c5t ( su* funds are aw>d$ to entities t s]ve1 & h repres5tation f1 l[-income communities1 ,tribal1 ,alaska ,native1 or ,native ,hawaiian communities1 or communities exp]i5c+ 7or at risk ( exp]i5c+7 adv]se heal? & environm5tal conditions2 7,b7 tak+ into acc\nt ! div]sity ( communities s]v$ by su* entities & ! div]sity ( ,ameri,corps memb]s s]v+ 9 ^! projects1 includ+ racial1 e?nic1 socioeconomic1 l+ui/ic1 or geographic div]sity1 & utiliz+ culturally compet5t & multil+ual /rategies 9 ! provision ( s]vices to communities & 9 ! recruitm5t ( memb]s2 7,c7 support+ projects t are plann$ & implem5t$ ) ! community s]v$ by su* activities2 7,d7 provid+ p>ticipants ) work=ce developm5t opportunities su* z pre-appr5tice%ip programs t articulate to regi/]$ appr5tice%ips1 & pa?ways to po/-s]vice employm5t 9 high-quality jobs or regi/]$ appr5tice%ips2 & 7,e7 coord9at+ ) & provid+ res\rces to ! ,dep>tm5ts ( ,labor & ,education to improve ! read9ess ( p>ticipants to transition to high-quality jobs or fur!r education4 7b7 ,adm9i/rative co/s 7#a7 ,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$1 to ! ,corporation = ,national & ,community ,s]vice1 #aii1fej1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 :i* %all be us$ = adm9i/rative exp5ses z provid$ "u section #eja7;a77#e7 ( ! ,national & ,community ,s]vice ,act ( #aiij 7#db ,u4,s4,c4 #abfha7;a77#e77 & "u section #ejd7;a7 ( ! ,dome/ic ,volunte] ,s]vice ,act ( #aigc 7#db ,u4,s4,c4 #ejhd7;a771 includ+ an evaluation ( ! ,corporation's in=mation te*nology security1 corrective actions to address recomm5dations aris+ f audits ( ! ag5cy & ! ,national ,s]vice ,tru/1 &1 9 consultation ) ! ,inspector ,g5]al1 ! developm5t ( grant fraud prev5tion & detection controls & risk-bas$ anti-fraud grant monitor+4 ,n less ?an #e p]c5t ( funds "u ?is p>agraph %all be res]v$ = outrea* to & recruitm5t ( memb]s f communities traditionally und]repres5t$ 9 ! programs & activities fund$ "u ?is section4 7#b7 ,project1 op]ations1 & managem5t plan ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,corporation = ,national & ,community ,s]vice1 #cej1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 :i* %all be us$ by ! ,*ief ,executive ,(fic] ( ! ,corporation = ,national & ,community ,s]vice 9 collaboration ) ! ,dep>tm5t ( ,labor1 to develop1 issue1 & implem5t a project1 op]ations1 & managem5t plan = funds appropriat$ "u ?is section4 ,9 develop+ ! f9ancial managem5t portion ( ! plan1 ! ,*ief ,executive ,(fic] %all consult ) ! ,inspector ,g5]al4 ,su* plan %all be provid$ to ! ,committee on ,education & ,labor ( ! ,h\se ( ,repres5tatives & ! ,committee on ,heal?1 ,education1 ,labor1 & ,p5sions ( ! ,s5ate prior to obligat+ funds or mak+ outlays = funds appropriat$ "u subsection 7a74 7c7 ,(fice ( inspector 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$1 to ! ,(fice ( ,inspector ,g5]al ( ! ,corporation = ,national & ,community ,s]vice1 #ae1jjj1jjj to rema9 available until ,septemb] #cj1 #bjcj1 :i* %all be us$ by ! ,(fice ( ,inspector ,g5]al ( ! ,corporation = ,national & ,community ,s]vice = sal>ies & exp5ses necess>y = ov]sight & audit ( programs1 activities & op]ations fund$ "u ?is section4 7d7 ,national s]vice tru/ ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,national ,s]vice ,tru/1 #bfj1jjj1jjj1 to rema9 available until exp5d$1 =-- 7#a7 adm9i/ration ( ! ,national ,s]vice ,tru/2 & 7#b7 paym5t to ! ,tru/ = ! provision ( educational aw>ds pursuant to section #ade7;a77#a77;,a7 & section #adh ( ! ,national & ,community ,s]vice ,act ( #aiij 7#db ,u4,s4,c4 #abfja7;a77#a77;,a72 #abfjd74 #bbdjb4 ,dep>tm5t ( ,labor 7a7 ,9 g5]al 7#a7 ,y\?build program ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,labor1 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! ,youth,build program au?oriz$ "u section #aga7;c77#a7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cbbf7;c77#a771 includ+ = ! purposes ( improv+ & exp&+ access to s]vices1 /ip5ds1 wages1 & b5efits describ$ 9 subsections 7c77#b77;,a77vii7 & 7c77#b77;,f7 ( section #aga ( su* ,act4 7#b7 ,job ,corps program ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,labor1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! ,job ,corps program au?oriz$ "u section #adc ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #caic et seq471 includ+ ,civilian ,cons]vation ,c5t]s z describ$ 9 section #adg7;d77#a7 ( su* ,act 7#bi ,u4,s4,c4 #caig7 & = ! purposes ( improv+ & exp&+ access to all[ances & supports describ$ 9 section #aej ( su* ,act 7#bi ,u4,s4,c4 #cbjj74 7#c7 ,ex-(f5d] activities ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,labor1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ex-(f5d] activities "u ! au?ority ( section #afi7;b77#e7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cbbd7;b77#e774 7#d7 ,appr5tice%ip programs ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,labor1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to c>ry out activities ?r\gh grants1 coop]ative agreem5ts1 contracts or o!r arrangem5ts1 ) ,/ates & o!r appropriate entities1 includ+ equity int]m$i>ies & bus9ess & labor indu/ry p>tn] int]m$i>ies1 to create or exp& only appr5tice%ip programs regi/]$ "u ! ,act ( ,augu/ #af1 #aicg 7commonly kn[n z ! ,national ,appr5tice%ip ,act2 #ej ,/at4 #ffd1 *apt] #ffc2 #bi ,u4,s4,c4 #ej et seq471 y\? appr5tice%ip programs1 & pre-appr5tice%ip programs articulat+ to appr5tice%ip programs regi/]$ "u su* ,act4 7#e7 ,paid y\? employm5t activities ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbc1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,labor1 #bdi1hjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = paid y\? employm5t activities "u ! au?ority ( section #afi7;b77#e7 ( ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #cbbd7;b77#e77 = 9-s*ool & out-(-s*ool y\? z def9$ 9 section #c ( su* ,act 7#bi ,u4,s4,c4 #cajb74 7b7 ,use ( funds ,am\nts made available "u p>agraphs 7#a7 ?r\gh 7#h7 ( subsection 7a7 %all be us$ = activities to include tra9+ = c>e]s 9 indu/ry sectors & occupations relat$ to environm5tal resili5cy1 rem$iation1 or mitigation & activities to increase div]sity )9 su* indu/ry sectors & occupations1 tak+ into acc\nt ! div]sity ( communities & p>ticipants s]v$ by su* programs1 includ+ racial1 e?nic1 socioeconomic1 l+ui/ic1 or geographic div]sity4 7c7 ,project1 op]ations1 & managem5t plan ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to ! ,dep>tm5t ( ,labor1 #bjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbc1 :i* %all be us$ by ! ,secret>y ( ,labor 9 collaboration ) ! ,*ief ,executive ,(fic] ( ! ,corporation = ,national & ,community ,s]vice1 to develop & issue a project1 op]ations1 & managem5t plan = funds appropriat$ "u ?is section4 ,su* plan %all be provid$ to ! ,committee on ,education & ,labor ( ! ,h\se ( ,repres5tatives & ! ,committee on ,heal?1 ,education1 ,labor1 & ,p5sions ( ! ,s5ate prior to obligat+ funds or mak+ outlays = funds appropriat$ "u subsection 7a74 #f ,dep>tm5t ( ,labor ,inspector ,g5]al fund+ #bbeja4 ,dep>tm5t ( ,labor ,inspector ,g5]al fund+ ,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$1 #ajj1jjj1jjj1 to rema9 available until exp5d$ = sal>ies & exp5ses necess>y = ov]sight1 inve/igations1 & audits ( programs1 grants1 & projects ( ! ,dep>tm5t ( ,labor fund$ "u ?is subtitle & subtitle ,b ( ?is title4 ,d ,*ild ,c>e & ,univ]sal ,pre-,k9d]g>t5 #bcjja4 ,bir? ?r\gh five *ild c>e & e>ly le>n+ entitlem5t 7a7 ,%ort title ,?is section may be cit$ z ! ,bir? ,?r\gh ,five ,*ild ,c>e & ,e>ly ,le>n+ ,entitlem5t ,act4 7b7 ,def9itions 7#a7 ,9 g5]al ,! 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 subp>agraph 7#b7 & z o!rwise specifi$4 7#b7 ,additional t]ms ,9 ?is section3 7,a7 ,*ild c>e c]tificate 7i7 ,9 g5]al ,! t]m *ild c>e c]tificate means a c]tificate 7t may be a *eck or o!r disbursem5t7 t is issu$ by a ,/ate or local gov]nm5t "u ?is section directly to a p>5t :o may 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 7ii7 ,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$]al f9ancial assi/ance to ! provid]4 7,b7 ,*ild exp]i5c+ homelessness ,! t]m *ild exp]i5c+ homelessness means an individual :o is a homeless *ild or y\? "u section #gbe ( ! ,mc,kinney-,v5to ,homeless ,assi/ance ,act 7#db ,u4,s4,c4 #aadcd;a74 7,c7 ,eligible activity ,! t]m eligible activity1 ) respect to a p>5t1 %all include1 at m9imum1 activities consi/+ (-- 7i7 full-"t or "p-"t employm5t2 7ii7 self-employm5t2 7iii7 job se>* activities2 7iv7 job tra9+2 7v7 second>y1 po/second>y1 or adult education1 includ+ education ?r\gh a program ( high s*ool classes1 a c\rse ( /udy at an in/itution ( high] education1 classes t[>ds an equival5t ( a high s*ool diploma recogniz$ by ,/ate law1 or ,engli% z a second language classes2 7vi7 heal? treatm5t 7includ+ m5tal heal? & sub/ance use treatm5t7 = a condition t prev5ts ! p>5t f p>ticipat+ 9 o!r eligible activities2 7vii7 activities to prev5t *ild abuse & neglect1 or family viol5ce prev5tion or int]v5tion activities2 7viii7 employm5t & tra9+ activities "u ! supplem5tal nutrition assi/ance program e/abli%$ "u ! ,food & ,nutrition ,act ( #bjjh 7#g ,u4,s4,c4 #bjaa et seq472 7ix7 employm5t & tra9+ activities "u ! ,work=ce ,innovation & ,opportunity ,act 7#bi ,u4,s4,c4 #caja7 7x7 "w activities "u ! program ( block grants to ,/ates = tempor>y assi/ance = ne$y families "u "p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja et seq472 & 7xi7 tak+ leave "u ! ,family & ,m$ical ,leave ,act ( #aiic 7#bi ,u4,s4,c4 #bfja et seq47 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 ,! t]m eligible *ild means an individual 7)\t reg>d to ! immigration /atus ( ! individual or ( any p>5t ( ! individual7-- 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$ian income = a family ( ! same size = fiscal ye> #bjbb2 7,,ii7 does n exce$ #aae p]c5t ( su* ,/ate m$ian income = fiscal ye> #bjbc2 7,,iii7 does n exce$ #acj p]c5t ( su* ,/ate m$ian income = fiscal ye> #bjbd2 & 7,,iv7 = ea* ( ! fiscal ye>s #bjbe ?r\gh #bjbg1 is ( any level2 7iv7 ^: family assets d n exce$ #a1jjj1jjj 7z c]tifi$ by a memb] ( su* family72 & 7v7 :o-- 7,i7 resides ) a p>5t p>ticipat+ 9 an eligible activity2 7,,ii7 is includ$ 9 a population ( vuln]able *ildr5 id5tifi$ by ! lead ag5cy involv$1 :i* at a m9imum %all include *ildr5 exp]i5c+ homelessness1 *ildr5 9 fo/] c>e1 *ildr5 9 k9%ip c>e1 & *ildr5 :o are receiv+1 or ne$ to receive1 *ild protective s]vices2 or 7,,iii7 resides ) a p>5t :o is m ?an #fe ye>s ( age4 7,e7 ,eligible *ild c>e provid] 7i7 ,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-- 7,i7 is lic5s$ to provide *ild c>e s]vices "u ,/ate law2 7,,ii7 p>ticipates 9 ! ,/ate's ti]$ sy/em = measur+ ! quality ( *ild c>e provid]s describ$ 9 subsection7f77#d77;,b7-- 7aa7 n lat] ?an ! la/ day ( ! ?ird fiscal ye> = :i* ! ,/ate receives funds "u ?is section2 & 7bb7 = ! rema9d] ( ! p]iod = :i* ! provid] receives funds "u ?is section2 & 7,,iii7 satisfies ! ,/ate & local requirem5ts applicable to eligible *ild c>e provid]s "u ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #iheg et seq471 includ+ ^? requirem5ts describ$ 9 section #feh;,e7c77#b77;,i7 ( su* ,act 7#db ,u4,s4,c4 #iheh;c7c77#b77;,i774 7ii7 ,special rule ,a *ild c>e provid] :o has be5 eligible to provide *ild c>e s]vices 9 a ,/ate = *ildr5 receiv+ assi/ance "u ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #iheg et seq47 on ! date ! ,/ate submits an application = funds "u ?is section & rema9s 9 good /&+ ) ! ,/ate1 %all be deem$ to be an eligible *ild c>e provid] "u ?is section = #c ye>s aft] ! ,/ate 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] ,family *ild c>e provid] means "o or m individuals :o provide *ild c>e s]vices less ?an #bd h\rs p] day p] *ild1 9 a private resid5ce o!r ?an ! resid5ces ( ! *ildr51 unless c>e = #bd h\rs is provid$ due to ! nature ( ! p>5t7s7' "w4 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]-- 7i7 = :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$2 & 7ii7 t provides c>e & full p>ticipation = *ildr5 ) disabilities & infants & toddl]s ) disabilities 7:i*ev] ! provid] s]ves7 alongside *ildr5 :o are-- 7,i7 n *ildr5 ) disabilities2 & 7,,ii7 n infants & toddl]s ) disabilities4 7,i7 ,infant or toddl] ,! t]m infant or toddl] means an individual :o is less ?an #c ye>s ( age4 7,j7 ,infant or toddl] ) a disability ,! t]m infant or toddl] ) a disability has ! mean+ giv5 ! t]m 9 section #fcb ( ! ,individuals ) ,disabilities ,education ,act 7#bj ,u4,s4,c4 #adcb74 7,k7 ,lead ag5cy ,! t]m lead ag5cy means ! ag5cy designat$ or e/abli%$ "u subsection 7e74 7,l7 ,/ate ,! t]m ,/ate means any ( ! #ej ,/ates & ! ,di/rict ( ,columbia4 7,m7 ,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 7,n7 ,tribal organization ,! t]m ,tribal organization has ! mean+ giv5 ! t]m 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #dej;b74 7,o7 ,urban ,indian organization ,! t]m ,urban ,indian organization has ! mean+ giv5 ! t]m 9 section #d ( ! ,indian ,heal? ,c>e ,improvem5t ,act 7#be ,u4,s4,c4 #afjc74 7c7 ,appropriations 7#a7 ,9 g5]al ,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$1 = c>ry+ out ?is section-- 7,a7 #bj1jjj1jjj1jjj = fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjbe1 7,b7 #cj1jjj1jjj1jjj = fiscal ye> #bjbc1 to rema9 available until ,septemb] #cj1 #bjbf 7,c7 #dj1jjj1jjj1jjj = fiscal ye> #bjbd1 to rema9 available until ,septemb] #cj1 #bjbg2 7,d7 su* sums z may be necess>y = ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 to rema9 available = "o fiscal ye>4 7#b7 ,adm9i/ration 7,a7 ,fiscal ye>s #bjbb ?r\gh #bjbd ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #acj1jjj1jjj = ea* ( fiscal ye>s #bjbb1 #bjbc1 & #bjbd1 to c>ry out subsection 7k74 ,am\nts appropriat$ by ! prec$+ s5t5ce %all be available = "o fiscal ye>4 7,b7 ,fiscal ye>s #bjbe ?r\gh #bjbg ,f ! am\nts appropriat$ "u subsection 7a71 ! ,secret>y %all res]ve1 to c>ry out subsection 7k71 up to #a p]c5t ( su* am\nts = ea* ( fiscal ye>s #bjbe1 #bjbf1 & #bjbg1 :i* %all be 9 addition to am\nts o!rwise available = ?is purpose4 ,am\nts appropriat$ by ! prec$+ s5t5ce %all be available = "o fiscal ye>4 7d7 ,e/abli%m5t ( bir? ?r\gh five *ild c>e & e>ly le>n+ entitlem5t program 7#a7 ,9 g5]al ,! ,secret>y is au?oriz$ to adm9i/] a *ild c>e & e>ly le>n+ entitlem5t program "u :i* families1 9 ,/ates1 t]ritories1 & ,indian ,tribes ) an approv$ application "u subsection 7f7 or 7g71 %all be provid$ an opportunity to obta9 high-quality *ild c>e s]vices = eligible *ildr51 subject to ! requirem5ts ( ?is section4 7#b7 ,assi/ance = e eligible *ild ,beg9n+ on ,octob] #a1 #bjbd1 e family :o applies = assi/ance "u ?is section ) respect to a *ild 9 a ,/ate ) an approv$ application "u subsection 7g71 or 9 a t]ritory or ,indian tribe ) an approv$ application "u subsection 7f71 & :o is det]m9$1 by a lead ag5cy 7or o!r entity designat$ by a lead ag5cy7 foll[+ /&>ds & proc$ures e/abli%$ by ! ,secret>y by rule1 to be an eligible *ild1 %all be (f]$ *ild c>e assi/ance 9 accordance ) & subject to ! requirem5ts & limitations ( ?is section4 7e7 ,lead ag5cy ,! ,gov]nor ( a ,/ate or ! head ( a t]ritory or ,indian tribe1 desir+ to receive assi/ance "u ?is section %all designate an ag5cy 7:i* may be an appropriate collaborative ag5cy71 or e/abli% a jo9t int]ag5cy (fice-- 7#a7 to s]ve z ! lead ag5cy = ! ,/ate1 t]ritory1 or ,indian tribe "u ?is section2 & 7#b7 to adm9i/]1 directly or ?r\gh o!r gov]nm5tal or nongov]nm5tal ag5cies ( ! ,/ate1 t]ritory or ,indian tribe ! f9ancial assi/ance receiv$ "u ?is section by ! ,/ate1 t]ritory1 or ,indian tribe1 includ+ by c]tify+ ! eligibility ( *ildr54 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 at su* "t1 9 su* mann]1 & conta9+ a ,/ate plan t-- 7,a7 = a transitional ,/ate plan1 meets ! requirem5ts "u subsection 7c7 & 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 subsection 7d7 & conta9s t in=mation4 7#b7 ,p]iod cov]$ by plan ,a ,/ate plan conta9$ 9 ! application %all be design$ to be implem5t$-- 7,a7 = a transitional ,/ate plan1 dur+ a #a-ye> p]iod2 & 7,b7 = a full ,/ate plan1 dur+ a #c-ye> p]iod4 7#c7 ,requirem5ts = transitional ,/ate plans ,= a p]iod ( #a ye> foll[+ ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all aw>d funds "u ?is section to ,/ates ) an approv$ application t conta9s a transitional ,/ate plan1 submitt$ "u p>agraph 7#a77;,a7 t includes1 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 *ild c>e assi/ance & increase ! supply & quality ( *ild c>e provid]s )9 ! ,/ate1 9 alignm5t ) ! requirem5ts ( ?is section4 7#d7 ,requirem5ts = full ,/ate plans ,! ,secret>y may aw>d funds "u ?is section to ,/ates ) an approv$ application t conta9s a subsequ5t ,/ate plan1 submitt$ "u subsection 7a77#b71 t includes1 at a m9imum1 ! foll[+3 7,a7 ,paym5t rates & co/ e/imation 7i7 ,paym5t rates ,! ,/ate plan %all c]tify t paym5t rates = ! provision ( *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 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 ( *ild c>e s]vices 9 ! ,/ate t reflect rates = provid]s at ea* ( ! ti]s ( ! ,/ate's ti]$ sy/em = measur+ ! quality ( *ild c>e provid]s describ$ 9 subp>agraph 7,b71 & v>iations 9 ! co/ ( *ild c>e s]vices by geographic area1 type ( provid]1 & age ( *ild1 & ! additional co/s associat$ ) provid+ inclusive *ild c>e s]vices2 & 7,,ii7 c]tify t ! ,/ate's paym5t rates = *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* *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 section4 7iii7 ,paym5t practices ,su* ,/ate plan %all include an assurance t ! ,/ate w implem5t paym5t practices t support ! fix$ co/s ( provid+ *ild c>e s]vices4 7,b7 ,ti]$ sy/em = measur+ ! quality ( *ild c>e provid]s ,su* ,/ate plan %all c]tify t ! ,/ate has implem5t$1 or assure t ! ,/ate w implem5t )9 #c ye>s aft] receiv+ funds "u ?is section1 a ti]$ 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 high] quality /&>ds4 7,c7 ,a*iev+ high quality = all *ildr5 ,su* ,/ate plan %all c]tify ! ,/ate has implem5t$1 or w implem5t )9 #c ye>s ( receiv+ funds "u ?is section1 policies & f9anc+ practices t w ensure all families ( eligible *ildr5 c *oose = ! *ildr5 to att5d *ild c>e at ! highe/ quality ti] )9 #f ye>s aft] ! date ( enactm5t ( ?is ,act4 7,d7 ,comp5sation ,su* plan %all provide a c]tification t ! ,/ate has or w h )9 #c ye>s aft] receiv+ funds "u ?is section1 a wage ladd] = /aff ( eligible *ild c>e provid]s receiv+ assi/ance "u ?is section1 includ+ a c]tification t wages = su* /aff1 at a m9imum1 w meet ! requirem5ts ( subp>agraph 7,a77ii77,,ii77cc74 7,e7 ,slid+ fee scale = copaym5ts 7i7 ,9 g5]al ,except z provid$ 9 clauses 7ii77,i7 & 7iii71 ! ,/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$ian income = a family ( ! same size1 ! copaym5t %all be m ?an #d b n m ?an #g p]c5t ( t family income1 t[>d su* co/ = all su* *ildr52 & 7,v7 ( m ?an #aej p]c5t ( ! ,/ate m$ian income = a family ( ! same size1 ! copaym5t %all be #g p]c5t ( t family income1 t[>d su* co/ = all su* *ildr54 7iii7 ,special rules ,! ,/ate %all n require a copaym5t "u ?is subp>agraph = any eligible *ild ( a family ) a *ild t is eligible = a ,head ,/>t program "u ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihca et seq471 or a *ild :o has be5 id5tifi$ z a memb] ( a population li/$ 9 subsection 7b77#b77;,d77v777,,ii74 ,a ,/ate or ano!r entity may pay a copaym5t 7full or r$uc$7 "u ?is subp>agraph on behalf ( a family1 b may n receive ,f$]al reimbursem5t "u ?is section = su* paym5t4 7,f7 ,prohibition on *>g+ m ?an copaym5t ,! ,/ate plan %all c]tify t ! ,/ate %all 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 #bd mon?s1 & ! *ild's eligibility det]m9ation & r$et]m9ation1 includ+ any det]m9ation bas$ on ! ,/ate's def9ition ( eligible activities1 %all be implem5t$ 9 su* 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 assure 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 :o receive c>e dur+ nontraditional h\rs4 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* ,act1 to *ild c>e s]vices provid$ "u ?is section4 7,j7 ,lic5s+ ,! ,/ate plan %all include an assurance t ! ,/ate has or w develop )9 #c ye>s aft] receiv+ funds "u ?is section1 lic5s+ /&>ds = *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 to ensure provid]s eligible "u ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij 7#db ,u4,s4,c4 #iheg et seq471 h a pa?way to become eligible provid]s "u ?is section4 7,k7 ,reports ,! ,/ate plan %all include an agreem5t to provide to ! ,secret>y su* p]iodic reports1 provid+ a detail$ acc\nt+ ( ! uses ( su* funds receiv$ "u ?is section1 z ! ,secret>y may require = ! adm9i/ration ( ?is section4 7g7 ,paym5ts 7#a7 ,transition paym5ts = fiscal ye>s #bjbb ?r\gh #bjbd 7,a7 ,res]vations & allotm5ts 7i7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 ! ,secret>y %all1 f ! am\nt appropriat$ "u subsection 7c77#a77;,a7 = ea* su* fiscal ye>-- 7,i7 res]ve n less ?an #d p]c5t = ,indian ,tribes1 ,tribal organizations1 & ,urban ,indian organizations = *ild c>e assi/ance2 7,,ii7 res]ve n less ?an #j4e ( #a p]c5t = ,guam1 ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & ! ,unit$ ,/ates ,virg9 ,isl&s = *ild c>e assi/ance2 & 7,,iii7 f ! am\nt s appropriat$ & n res]v$ "u subclauses 7,i7 & 7,,ii71 make allotm5ts to ea* ,/ate 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 #ihehn7b774 7,,iv7 #i1fjj1jjj1jjj = ea* ( ! fiscal ye>s #bjbb ?r\gh #bjbg to c>ry out ! program ( grants to localities 9 subsection 7i74 7ii7 ,def9ition ,= purposes ( ?is p>agraph1 ! t]m ,/ate means ! #ej ,/ates1 ! ,di/rict ( ,columbia1 & ! ,commonweal? ( ,pu]to ,rico4 7,b7 ,paym5ts 7i7 ,indian tribes1 tribal organizations1 & urban ,indian organizations 7,i7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 f ! am\nt res]v$ = ,indian ,tribes1 ,tribal organizations1 & ,urban ,indian organizations "u subp>agraph 7,a77i77,i71 ! ,secret>y %all make paym5ts to ,indian ,tribes1 ,tribal organizations1 & ,urban ,indian organizations1 & ! ,tribes1 ,tribal organizations1 & ,indian organizations %all be entitl$ to su* paym5ts1 = c>ry+ out programs or activities consi/5t ) ! objectives ( ?is section4 7,,ii7 ,applications ,an ,indian ,tribe1 ,tribal organization1 or ,urban ,indian organization seek+ a paym5t "u clause 7ii77,,ii7 %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may specify1 includ+ ! agreem5t describ$ 9 subsection 7f77#d77,k74 7ii7 ,t]ritories 7,i7 ,9 g5]al ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 f ! am\nt res]v$ = t]ritories "u subsection 7,a77i77,,ii71 ! ,secret>y %all make paym5ts to ! t]ritories specifi$ 9 t p>agraph1 & ! t]ritories %all be entitl$ to su* paym5ts1 = c>ry+ out programs or activities consi/5t ) ! objectives ( ?is section4 7,,ii7 ,applications ,a t]ritory specifi$ 9 clause 7i77,,ii7 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+ ! agreem5t describ$ 9 subsection 7f77#d77,k74 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,a7 = su* fiscal ye>4 7,c7 ,au?orities ,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 subsection 7f7 by ! date requir$ by ! ,secret>y1 to ,/ates ) approv$ applications "u t subsection1 to ,tribes ) an approv$ application "u subp>agraph 7,a77ii71 & to t]ritories ) an approv$ application "u 4 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 #ij p]c5t ( exp5ditures 9 ! qu>t] = *ild c>e assi/ance = eligible *ildr5 describ$ "u subsection 7h77#b77;,b74 ,! ,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 #ij p]c5t ( exp5ditures 9 ! qu>t] = ! compon5ts ( ! *ild c>e entitlem5t program describ$ "u subsection 7h77#b77;,b74 7,,ii7 ,exception ,funds res]v$ f ! am\nt "u subsection 7h77#b77;,c7 %all be subject to clause 7ii74 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 = ea* qu>t] equal to ! ,,fmap ( exp5ditures 9 ! qu>t] to c>ry out ! quality & supply build+ activities "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 = ea* qu>t] equal to #ej p]c5t ( exp5ditures 9 ! qu>t] = ! co/s ( adm9i/ration incurr$ by ! ,/ate-- 7,i7 :i* %all include reasonable 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 7#db ,u4,s4,c4 #iheh;f74 7,b7 ,advance paym5t2 retrospective adju/m5t ,= ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 ! ,secret>y may make paym5ts "u ?is subsection = ea* qu>t] on ! basis ( advance e/imates ( exp5ditures submitt$ by ! ,/ate & su* o!r inve/igation z ! ,secret>y may f9d necess>y1 & %all r$uce or increase ! paym5ts z necess>y to adju/ = any ov]paym5t or und]paym5t = previ\s qu>t]s4 7,c7 ,flexibility 9 submittal ( claims ,no?+ 9 ?is subsection %all be con/ru$ z prev5t+ a ,/ate f claim+ z exp5ditures 9 a qu>t] exp5ditures t 7 incurr$ 9 a previ\s qu>t] & n claim$ 9 su* previ\s qu>t]4 7,d7 ,t]ritories & tribes ,= ea* ( fiscal ye>s #bjbe ?r\gh #bjbg1 ! ,secret>y %all make paym5ts to t]ritories1 & ,indian tribes1 tribal organizations1 & ,urban ,indian organizations1 ) applications submitt$ z describ$ 9 subsection 7a71 & approv$ by ! ,secret>y4 ,! t]ritories1 ,indian tribes1 tribal organizations1 & ,urban ,indian organizations %all be entitl$ to su* paym5ts to c>ry out ! activities describ$ 9 subsection 7h77#b74 7h7 ,use ( funds 7#a7 ,use ( funds = transition ye>s ,= ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 a ,/ate t receives a paym5t "u subsection 7g77#a7 %all res]ve & use-- 7,a7 #ej p]c5t ( su* paym5t = activities to-- 7i7 exp& access to *ild c>e assi/ance = eligible *ildr5 7) priority = provid+ access = *ildr5 9 families ) incomes less ?an #he p]c5t ( ! ,/ate m$ian income72 & 7ii7 increase *ild c>e provid] paym5t rates to support ! co/ ( provid+ high-quality *ild c>e s]vices1 includ+ rates suffici5t to support increas$ wages = /aff ( eligible *ild c>e provid]s2 7,b7 #be p]c5t ( su* paym5t = activities describ$ 9 subsection 7b77#c72 & 7,c7 #be p]c5t = activities "u subp>agraph 7,a7 or activities "u subp>agraph 7,b71 z det]m9$ by ! ,/ate4 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 = *ild c>e s]vices 7provid$ on a slid+ fee scale basis71 activities to improve ! quality & supply ( *ild c>e s]vices1 & ,/ate adm9i/ration4 7,b7 ,*ild c>e assi/ance = eligible *ildr5 7i7 ,9 g5]al ,! ,/ate %all ensure t p>5ts ( eligible *ildr5 c access *ild c>e s]vices provid$ by an eligible *ild c>e provid] ?r\gh a grant or contract "u clause 7ii7 or a c]tificate "u 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 t1 at m9imum1 support provid]s' op]at+ exp5ses to meet & su/a9 heal?1 safety1 quality1 & wage /&>ds requir$ "u ?is section4 7iii7 ,c]tificates ,! ,/ate %all issue a *ild c>e c]tificate directly to a *ild c>e provid] on behalf ( a p>5t :o may 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]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 ( ! annual 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 = t p>ticul> fiscal ye> 7& %all res]ve & use a proportional am\nt f ea* qu>t]ly paym5t made to ! ,/ate = t p>ticul> fiscal ye>74 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 subp>agraphs 7,b7 & 7,c7 t increase ! quality & supply ( eligible *ild c>e provid]s1 & ! 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 ,assi/ance provid$ "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 ,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 requirem5ts & a*iev+ lic5sure4 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 eligible *ild c>e provid]s 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 ( *ild c>e provid]s "u subsection 7f77#d77;,b72 & 7bb7 support+ su* provid]s 9 su/a9+ *ild c>e quality4 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 provide su* facilities grants = con/ruction1 p]man5t improvem5t1 or major r5ovation ( a build+ or facility prim>ily us$ = provid+ *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 ,additional 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]vices1 :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 ( *ild c>e provid]s "u subsection 7f77#d77;,b72 7cc7 improv+ ! supply & quality ( developm5tally appropriate *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 = *ildr5 exp]i5c+ homelessness & *ildr5 9 fo/] c>e2 & 7ee7 o!r activities to improve ! supply & quality ( *ild c>e s]vices1 includ+ activities describ$ 9 p>agraphs 7#a7 ?r\gh 7#aj7 ( section #feh;,g7b7 ( ! ,*ild ,c>e & ,developm5t ,block ,grant ,act ( #aiij #db ,u4,s4,c4 #iheh;e74 7,v7 ,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 7#a7 ,def9ition ( eligible locality -,9 ?is subsection ! t]m eligible locality means a city1 c\nty1 or o!r unit ( g5]al local gov]nm5t1 or a ,head ,/>t grantee4 7#b7 7,a7 ,9 g5]al ,! ,secret>y %all use funds res]v$ 9 subsection 7g77#a77;,a77i77,,iv77 to aw>d local ,bir? ?r\gh ,five ,*ild ,c>e & ,e>ly ,le>n+ ,grants to eligible localities locat$ 9 ,/ates t h made x app>5t t !y w n apply = paym5ts "u subsection 7f74 ,! ,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 provide access to *ild c>e to *ildr5 9 families ) income t does n exce$ #bjj p]c5t ( ! ,f$]al pov]ty level1 :i* %all1 to ! greate/ ext5t practicable1 be consi/5t ) ! requirem5ts applicable to ,/ates "u ?is section4 7,b7 ,application ,to receive a grant f ! correspond+ ,/ate allotm5t "u ?is subsection1 an eligible locality %all submit an application to ! ,secret>y at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may require4 ,! requirem5ts = ! application %all1 to ! greate/ ext5t practicable1 be consi/5t ) ! ,/ate plan requirem5ts applicable to ,/ates "u ?is subsection 7f74 7,c7 ,priority = localities s]v+ und]s]v$ populations ,9 aw>d+ a grant "u ?is p>agraph1 ! ,secret>y1 %all give priority to eligible localities seek+ to s]ve und]s]v$ populations4 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 ( #aigb 7#bj ,u4,s4,c4 #afha et seq474 7,b7 ,title ,,vi ( ! ,civil ,rights ,act ( #aifd 7#db ,u4,s4,c4 #bjjj;d et seq474 7,c7 ,section #ejd ( ! ,rehabilitation ,act ( #aigc 7#bi ,u4,s4,c4 #gid74 7,d7 ,! ,am]icans ) ,disabilities ,act ( #aiij 7#db ,u4,s4,c4 #abaja et seq474 7,e7 ,section #fed ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihdi74 7#b7 ,ma9t5ance ( ef=t ,to be eligible to receive a grant "u ?is section1 a ,/ate %all t receives paym5ts "u ?is section = a fiscal ye>1 9 us+ ! funds made available ?r\gh ! paym5ts1 %all ma9ta9 *ild c>e assi/ance = families at levels n less ?an ! levels provid$ by ! ,/ate 9 fiscal ye> #bjba4 ,! ,secret>y %all det]m9e ! ,/ate exp5ditures all[able "u ?is requirem5t4 7k7 ,monitor+ & en=cem5t 7#a7 ,review ( compliance ) requirem5ts & ,/ate plan ,! ,secret>y %all review & monitor ,/ate compliance ) ?is section & ! plan describ$ 9 subsection 7f77#d7 ( ! ,/ate4 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 ,adm9i/ration ,us+ funds res]v$ "u subsection 7b77#b71 ! ,secret>y %all provide te*nical assi/ance to ,/ates1 t]ritories & ,indian ,tribes & c>ry out rese>*1 evaluations1 & adm9i/ration 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 *ild c>e assi/ance to *ildr5 "u ! age ( #f1 :o 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 7#db ,u4,s4,c4 #iheg et seq47 on ! date fund+ is fir/ allocat$ to ! lead ag5cy "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$ures = implem5t+ ?is section1 includ+ issu+ guidance = ,/ates receiv+ funds "u subsection 7g74 #bcjjb4 ,univ]sal pres*ool 7a7 ,def9itions ,9 ?is section3 7#a7 ,*ild exp]i5c+ homelessness ,! t]m *ild exp]i5c+ homelessness means an individual :o is a homeless *ild or y\? "u section #gbe ( ! ,mc,kinney-,v5to ,homeless ,assi/ance ,act 7#db ,u4,s4,c4 #aadcd;a74 7#b7 ,*ild ) a disability ,! t]m *ild ) a disability has ! mean+ giv5 ! t]m 9 section #fjb ( ! ,individuals ) ,disabilities ,education ,act 7#bj ,u4,s4,c4 #adja74 7#c7 ,compreh5sive s]vices ,! t]m compreh5sive s]vices means s]vices t are provid$ 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$s assessm5ts1 to be necess>y1 )9 ! means ( section #fcf ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihca74 7#d7 ,dual language le>n] ,! t]m dual language le>n] means an individual :o is limit$ ,engli% pr(ici5t1 z def9$ 9 section #fcg ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihcb74 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 ,act 7#db ,u4,s4,c4 #ihca et seq472 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 ,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 #dej;b74 7#h7 ,local educational ag5cy ,! t]m local educational ag5cy has ! mean+ giv5 ! t]m 9 section #haja ( ! ,elem5t>y & ,second>y ,education ,act ( #aife4 7#i7 ,pov]ty guidel9es ,! t]m pov]ty guidel9es means ! pov]ty guidel9es updat$ p]iodically 9 ! ,f$]al ,regi/] by ! ,dep>tm5t ( ,heal? & ,human ,s]vices "u ! au?ority ( section #fgc ( ! ,community ,s]vices ,block ,grant ,act 7#db ,u4,s4,c4 #iijb74 7#aj7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,heal? & ,human ,s]vices4 7#aa7 ,/ate ,! t]m ,/ate means ea* ( ! sev]al ,/ates & ! ,di/rict ( ,columbia4 7#ab7 ,t]ritory ,! t]m t]ritory means ea* ( ! ,commonweal? ( ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 ,am]ican ,samoa1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 7#ac7 ,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 7#ad7 ,urban ,indian organization ,! t]m ,urban ,indian organization has ! mean+ giv5 ! t]m 9 section #d ( ! ,indian ,heal? ,c>e ,improvem5t ,act 7#be ,u4,s4,c4 #afjb74 7b7 ,univ]sal pres*ool 7#a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y = ea* ( fiscal ye>s #bjbb ?r\gh #bjbh1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y to c>ry out ?is section & provide ! ,f$]al %>e ( ! co/ ( univ]sal1 high-quality1 free1 inclusive1 & mix$ deliv]y pres*ool s]vices1 on a volunt>y basis1 to *ildr5 ?r\gh\t ! ,/ates "u ?is section1 includ+ provid+ ! ,f$]al %>e ( ! co/ ( ,/ate activities describ$ 9 subsection 7c77#d74 7#b7 ,secret>ial res]vations ,! ,secret>y1 9 collaboration ) ! ,secret>y ( ,education1 %all res]ve1 f ! am\nt appropriat$ "u ?is subsection-- 7,a7 n less ?an #d p]c5t = paym5ts to ,indian ,tribes1 ,tribal organizations1 & ,urban ,indian organizations = activities describ$ 9 ?is section2 7,b7 n m ?an ( #a p]c5t = ! t]ritories1 to be di/ribut$ among ! t]ritories on ! basis ( _! relative ne$1 z det]m9$ by ! ,secret>y ( ,heal? & ,human ,s]vices 9 accordance ) ! objectives ( ?is section1 = activities describ$ 9 ?is section2 7,c7 ( #a p]c5t = 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 = ,f$]al activities1 includ+ adm9i/ration1 monitor+1 te*nical assi/ance1 & rese>*-- 7i7 #afe1jjj1jjj = fiscal ye> #bjbb & #bjj1jjj1jjj = fiscal ye> #bjbc2 & 7ii7 = ea* ( fiscal ye>s #bjbe ?r\gh #bjbh1 n m ?an #b p]c5t2 7,e7 #b1ejj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbg to improve comp5sation ( ,head ,/>t /aff consi/5t ) subp>agraphs 7,a77i7 & 7,b77viii7 ( section #fdj7;a77#e7 ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihce7;a77#e771 not)/&+ section #fec7;a77#a7 ( su* ,act 7#dc ,u4,s4,c4 #ihdh7;a77#a72 & 7,f7 #a1bej1jjj1jjj annually = ea* ( fiscal ye>s #bjbc ?r\gh #bjbh to c>ry out ! program ( grants to localities describ$ 9 subsection 7e74 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 a ,/ate plan = univ]sal pres*ool s]vices is entitl$ to a paym5t "u ?is subsection4 7#b7 ,paym5ts to ,/ates 7,a7 ,pres*ool s]vices ,! ,secret>y %all pay to ea* ,/ate ) an approv$ ,/ate plan "u p>agraph 7#f71 an am\nt = ea* ye> equal to-- 7i7 #ajj p]c5t ( ! ,/ate's exp5ditures 9 ! ye> = pres*ool s]vices describ$ 9 subsection 7d71 = ea* ( fiscal ye>s #bjbb1 #bjbc1 & #bjbd2 7ii7 #ij p]c5t ( ! ,/ate's exp5ditures 9 ! ye> = su* pres*ool s]vices1 = fiscal ye> #bjbe2 7iii7 #hj p]c5t ( ! ,/ate's exp5ditures 9 ! ye> = su* pres*ool s]vices1 = fiscal ye> #bjbf2 7iv7 #gj p]c5t ( ! ,/ate's exp5ditures 9 ! ye> = su* pres*ool s]vices1 = fiscal ye> #bjbg2 & 7v7 #fj p]c5t ( ! ,/ate's exp5ditures 9 ! ye> = su* pres*ool s]vices1 = fiscal ye> #bjbh4 7,b7 ,/ate activities ,! ,secret>y %all pay to ea* ,/ate ) an approv$ ,/ate plan "u p>agraph 7#f7 an am\nt = a fiscal ye> equal to #ej p]c5t ( ! am\nt ( ! ,/ate's exp5ditures = ! activities describ$ 9 p>agraph 7#d71 except t 9 no case %all a paym5t = a fiscal ye> "u ?is subp>agraph exce$ ! am\nt equal to #aj p]c5t ( ! ,/ate's exp5ditures describ$ 9 subp>agraph 7,a7 = su* fiscal ye>4 7,c7 ,non-,f$]al %>e ,! rema9d] ( ! co/ paid by ! ,/ate = pres*ool s]vices1 t is n provid$ "u subp>agraph 7,a71 %all be consid]$ ! non-,f$]al %>e ( ! co/ ( ^? s]vices4 ,! rema9d] ( ! co/ paid by ! ,/ate = ,/ate activities1 t is n provid$ "u subp>agraph 7,b71 %all be consid]$ ! non-,f$]al %>e ( ! co/ ( ^? activities4 7#c7 ,advance paym5t2 retrospective adju/m5t ,! ,secret>y may make a paym5t "u subp>agraph 7,a7 or 7,b7 ( p>agraph 7#b7 = a ye> on ! basis ( advance e/imates ( exp5ditures submitt$ by ! ,/ate & su* o!r inve/igation z ! ,secret>y may f9d necess>y1 & may r$uce or increase ! paym5t z necess>y to adju/ = any ov]paym5t or und]paym5t = a previ\s ye>4 7#d7 ,/ate activities ,a ,/ate t receives a paym5t "u p>agraph 7#b77;,b7 %all c>ry out all ( ! foll[+ activities3 7,a7 ,/ate adm9i/ration ( ! ,/ate's pres*ool s]vices program describ$ 9 ?is section4 7,b7 ,support+ a cont9u\s quality improvem5t sy/em ?r\gh ! use ( data1 rese>*+1 monitor+1 tra9+1 te*nical assi/ance1 pr(essional developm5t1 & coa*+ to support provid]s p>ticipat+ or seek+ to p>ticipate 9 ! ,/ate's pres*ool s]vices program & to support su* provid]s 9 meet+ ! requirem5ts ( ?is section4 7,c7 ,provid+ outrea* & enrollm5t support = families ( eligible *ildr51 includ+ specific outrea* to families ( und]s]v$ populations4 7,d7 ,support+ data sy/ems build+4 7,e7 ,support+ /aff ( eligible provid]s 9 pursu+ cr$5tials & degrees1 includ+ baccalaureate degrees4 7,f7 ,support+ activities t ensure access to inclusive pres*ool programs = *ildr5 ) disabilities1 includ+1 z applicable1 activities t r$esign or re/ructure exi/+ pres*ool programs1 z ( ! date ( ! activity1 to improve inclusive s]vices = *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+ ! ,/ate's /atewide ne$s assessm5t us$ = purposes ( p>agraph 7#f77;,b77ii74 7#e7 ,lead ag5cy ,! ,gov]nor ( a ,/ate desir+ to receive a paym5t "u ?is subsection %all designate a ,/ate lead ag5cy 7su* z a ,/ate ag5cy or jo9t int]ag5cy (fice7 = ! adm9i/ration ( ! univ]sal pres*ool s]vices program "u ?is section4 7#f7 ,/ate plan ,9 ord] to be eligible = paym5ts "u ?is section1 ! ,gov]nor ( a ,/ate %all submit a ,/ate plan = univ]sal1 high-quality1 free1 inclusive1 & mix$ deliv]y pres*ool s]vices to ! ,secret>y = approval at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y1 9 collaboration ) ! ,secret>y ( ,education1 may require4 ,su* plan %all include ea* ( ! foll[+3 7,a7 ,a c]tification t ! ,/ate has 9 place developm5tally appropriate1 evid5ce-bas$ pres*ool /&>ds t1 at a m9imum 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 & ratios4 7,b7 ,a c]tification t ! ,/ate w prioritize ! e/abli%m5t & expansion ( univ]sal1 high-quality1 free1 inclusive1 & mix$ deliv]y pres*ool s]vices 9 high-ne$ communities1 z id5tifi$ by ! ,/ate1 includ+-- 7i7 a description ( :i* high-ne$ communities ! ,/ate w prioritize = t e/abli%m5t & expansion )9 & across ^? communities2 7ii7 a description ( h[ ! ,/ate det]m9$ :i* communities are high-ne$ communities1 includ+ h[ ! ,/ate us$ a rese>*-bas$ me?odology1 approv$ by ! ,secret>y1 to id5tify & s]ve su* communities1 z det]m9$ by-- 7,i7 ! rate ( pov]ty among eligible *ildr5 9 ! community2 7,,ii7 rates ( access to high-quality pres*ool )9 ! community1 includ+1 z applicable1 rates ( disp>ities = und]s]v$ or vuln]able populations z id5tifi$ ?r\gh a p]iodic ne$s assessm5t conduct$ ?r\gh ! pres*ool developm5t grants program "u section #ibab ( ! ,e ,/ud5t ,succe$s ,act 7#db ,u4,s4,c4 #ihca note7 z applicable1 or ?r\gh ano!r su* /atewide ne$s assessm5t2 & 7,,iii7 o!r indicators ( community ne$ z requir$ by ! ,secret>y2 & 7iii7 an assurance t ! ,/ate w di/ribute fund+ = su* 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 free pres*ool s]vices 9 communities ) l[] levels ( ne$4 7,c7 ,z applicable1 a description ( h[ ! ,/ate plans to use fund+ provid$ "u ?is section to ensure t exi/+ 7z ( ! date ( submission ( ! ,/ate plan7 publicly fund$ pres*ool programs 9 ! ,/ate meet ! requirem5ts ( ?is section = a pres*ool program4 7,d7 ,a c]tification t ! ,/ate w1 9 e/abli%+ & op]at+ ! program ( pres*ool s]vices support$ "u ?is section1 support a mix$ deliv]y pres*ool sy/em1 includ+ a c]tification t ! ,/ate w facilitate ! p>ticipation 9 ! sy/em ( ,head ,/>t programs & programs (f]$ by o!r eligible provid]s1 includ+ provid]s ( lic5s$ family *ild c>e74 7,e7 ,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 includ+ an assurance t ! ,/ate w (f] inclusive programm+ t supports ! lea/ re/rictive environm5t requirem5ts 9 ,section #fai ( ! ,individuals ) ,disabilities ,act = all eligible *ildr5 :o are *ildr5 ) disabilities4 7,f7 ,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,g7 ,a c]tification t ! ,/ate w ensure a highly qualifi$ e>ly *ildhood work=ce to support ! requirem5ts ( ?is section4 7,h7 ,a description ( h[ ! ,/ate w coord9ate ! ,/ate's pres*ool /&>ds describ$ 9 subp>agraph 7,a7 ) o!r e>ly le>n+ /&>ds )9 ! ,/ate4 7,i7 ,a description ( h[ ! ,/ate w-- 7i7 coord9ate s]vices & fund+ provid$ "u ?is section ) s]vices & fund+ = o!r ,f$]al1 ,/ate1 & local *ild c>e & e>ly *ildhood developm5t programs2 7ii7 at ! option ( an ,indian ,tribe or ,tribal organization 9 ! ,/ate1 collaborate & coord9ate s]vices & fund+ ) su* ,indian ,tribe or ,tribal organization2 7iii7 p>tn] ) ,head ,/>t ag5cies to ensure ! full utilization ( ,head ,/>t programs )9 ! ,/ate2 7iv7 collaborate ) entities c>ry+ out programs "u section #fai or "p ,c ( ! ,individuals ) ,disabilities ,education ,act1 to support inclusive pres*ool programs2 & 7v7 improve transitions ( *ildr5 f e>ly *ildhood education to elem5t>y s*ool4 7,j7 ,an assurance t ! ,/ate w p>tn] ) n less ?an #a in/itution ( high] education to facilitate degree atta9m5t = /aff ( pres*ool programs4 7,k7 ,an assurance t ! ,/ate w ensure all pres*ool s]vices 9 ! ,/ate fund$ "u ?is section w be-- 7i7 7,i7 univ]sally available to all *ildr5 9 ! ,/ate )\t any additional eligibility requirem5ts2 & 7,,ii7 be high quality1 free1 & inclusive2 7ii7 by n lat] ?an #a ye> aft] receiv+ su* fund+1 meet ! ,/ate's pres*ool education /&>ds describ$ 9 subp>agraph 7,a72 7iii7 (f] programm+ t meets ! duration requirem5ts ( at lea/ #a1jbj annual h\rs1 9 ! program p]=mance /&>ds applicable to ,head ,/>t programs describ$ 9 section #fda;,a ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihcf;a72 7iv7 adopt policies & practices to conduct outrea* & provide exp$it$ enrollm5t1 includ+ prioritization1 to-- 7,i7 *ildr5 exp]i5c+ homelessness2 7,,ii7 *ildr5 9 fo/] c>e or k9%ip c>e2 7,,iii7 *ildr5 9 families :o are engag$ 9 migrant or seasonal agricultural labor2 7,,iv7 *ildr5 ) disabilities1 includ+ *ildr5 s]v$ "u "p ,c ( ! ,individuals ) ,disabilities ,education ,act :o are an eligible *ild "u section #aja7;a77#c7 ( ?is ,act2 & 7,v7 dual language le>n]s2 7v7 provide sal>ies1 & set sal>y s*$ules1 = /aff t are equival5t to sal>ies ( elem5t>y s*ool /aff ) simil> cr$5tials & exp]i5ce2 7vi7 at a m9imum1 provide a liv+ wage = all /aff ( su* provid]s2 & 7vii7 require educational qualifications = tea*]s 7exclud+ individuals :o 7 employ$ by an eligible *ild c>e provid] or e>ly education program = a cumulative ?ree ( ! la/ five ye>s f ! date ( enactm5t & h ! necess>y cont5t k & tea*+ skills = e>ly *ildhood educators1 z demon/rat$ ?r\gh measures det]m9$ by ! ,/ate7 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 #g ye>s aft] ! date ( enactm5t ( ?is ,act 7,! requirem5ts specifi$ 9 ?is clause %all n apply to individuals :o 7 employ$ by an eligible *ild c>e provid] or e>ly education program = a cumulative #c ( ! la/ #e ye>s f ! date ( enactm5t & h ! necess>y cont5t k & tea*+ skills = e>ly *ildhood educators1 z demon/rat$ ?r\gh measures det]m9$ by ! ,/ate474 7,l7 ,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,m7 ,a c]tification t subgrant am\nts describ$ "u subsection 7d7 are suffici5t to enable ! eligible provid] to meet ! requirem5ts ( ?is title1 & w provide = increas$ /aff paym5t am\nts bas$ on ! crit]ia describ$ 9 7,k77v7 & 7vi74 7,n7 ,a c]tification t pres*ool seats w be di/ribut$ equitably among *ild c>e 7includ+ family *ild c>e71 ,head ,/>t1 & s*ools )9 ! ,/ate4 7#g7 ,duration ( ! plan ,ea* ,/ate plan %all rema9 9 effect = a p]iod ( #c ye>s4 ,am5dm5ts to ! ,/ate plan %all rema9 9 effect = ! duration ( ! plan4 7#h7 ,transitional ,/ate ,plan--,! ,secret>y %all make available a transitional ,/ate plan = a p]iod ( "o ye> t conta9s su* in=mation z ! ,secret>y may require1 to demon/rate ! ,/ate w meet ! requirem5ts ( ?is title & t includes-- 7,a7 an assurance t ! ,/ate w submit a ,/ate plan "u p>agraph 7#f72 & 7,b7 a description ( h[ ! funds receiv$ by ! ,/ate "u ?is title w be sp5t to exp& access to univ]sal1 high-quality1 free1 inclusive1 & mix$ deliv]y pres*ool programs 9 alignm5t ) ! requirem5ts ( ?is title4 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#b77;,a7 = a fiscal ye> %all use am\nts provid$ ?r\gh ! paym5t to pay ! ,f$]al %>e ( ! co/s ( subgrants to1 or contracts )1 eligible provid]s to op]ate univ]sal1 high-quality1 free1 inclusive1 & mix$ deliv]y pres*ool programs ?r\gh ! ,/ate pres*ool program 9 accordance ) p>agraph 7#b74 ,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#c74 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 univ]sal1 high-quality1 free1 & inclusive pres*ool program t meets ! requirem5ts ( subsection 7c77#f77,k7 & :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 ) disabilities 4 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] pres*ool programs fund$ "u ?is subsection to a high p]c5tage ( l[-income *ildr5 to support-- 7,a7 compreh5sive s]vices1 includ+ social1 emotional & o!r s]vices t support *ild well-be+2 7,b7 heal? & developm5tal scre5+s2 & 7,c7 s]vice ref]ral = *ildr5 & families s]v$ by ! program involv$4 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 pres*ool programs )9 & across high-ne$ communities id5tifi$ "u subsection 7c77#f77;,b7 by aw>d+ subgrants or contracts to eligible provid]s op]at+ )91 or ) capacity to op]ate )9 & across1 su* high-ne$ communities4 ,su* subgrants or contracts %all be us$ to enroll & s]ve *ildr5 9 ! pres*ool program1 includ+-- 7i7 p]sonnel 7includ+ classroom & adm9i/rative p]sonnel71 includ+ comp5sation & b5efits2 7ii7 co/s associat$ ) implem5t+ ! ,/ate's pres*ool /&>ds1 provid+ curriculum sports1 & meet+ e>ly le>n+ & developm5t /&>ds2 7iii7 pr(essional developm5t1 tea*] supports1 & tra9+2 7iv7 implem5t+ developm5tally appropriate heal? & safety /&>ds 7includ+ lic5sure1 :]e applicable71 tea*] to *ild ratios1 & gr\p size maximums2 7v7 mat]ials1 equipm5t & supplies2 7vi7 meet+ heal? & safety /&>ds1 includ+ lic5sure2 & 7vii7 r5t or 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#b77;,a7 meets ! requirem5ts ( p>agraph 7#b7 ) respect to e/abli%+ & exp&+ pres*ool programs )9 & across high-ne$ communities1 ! ,/ate %all use any rema9+ funds f su* paym5t to enroll & s]ve *ildr5 9 pres*ool programs1 z describ$ 9 su* p>agraph1 to additional communities 9 accordance ) ! /atewide ne$s assessm5t us$ = purposes ( p>agraph 7#f77;,b77ii74 ,su* funds %all be us$ = ! activities describ$ 9 7#b77;,a77i7-7viii74 7e7 ,grants to localities 7#a7 ,def9itions ,9 ?is subsection3 7,a7 ,eligible locality ,! 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 ,l[-income "y *ild ,! t]m l[-income "y *ild means a *ild :o is "u age #f & f a family ) a family income t is n m ?an #bjj p]c5t ( ! pov]ty guidel9es4 7#b7 ,9 g5]al ,! ,secret>y %all use funds res]v$ 9 subsection 7b77#b77;,f7 to aw>d local univ]sal pres*ool grants to eligible localities locat$ 9 ,/ates t h made x app>5t t !y w n apply = paym5ts "u subsection 7c77#b77;,a74 ,! ,secret>y %all aw>d ! grants to eligible localities 9 a ,/ate f ! allotm5t made = t ,/ate "u p>agraph 7#c74 ,! ,secret>y %all specify ! requirem5ts = an eligible locality to conduct a pres*ool s]vices program "u ?is subsection :i* %all1 to ! greate/ ext5t practicable1 be consi/5t ) ! requirem5ts applicable to ,/ates "u ?is section1 includ+ ensur+ a free1 univ]sal1 high-quality1 inclusive mix$ deliv]y pres*ool sy/em4 7#c7 ,allotm5ts ,= ea* ,/ate describ$ 9 p>agraph 7#b71 ! ,secret>y %all allot = ! ,/ate an am\nt t be>s ! same relation%ip to ! funds res]v$ "u subsection 7b77#b77;,f7 z ! numb] ( l[-income "y *ildr5 9 ! ,/ate be>s to ! total ( all su* *ildr5 9 ,/ates describ$ 9 p>agraph 7#b74 7#d7 ,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#e7 ,priority = localities s]v+ und]s]v$ communities ,9 aw>d+ a grant "u ?is subsection1 ! ,secret>y1 9 collaboration ) ! ,secret>y ( ,education1 %all give priority to eligible localities s]v+ high-ne$ communities1 det]m9$ 9 accordance ) subsection 7d77#b77;,b74 7f7 ,all[able s\rces ( non-,f$]al %>e ,= purposes ( calculat+ ! am\nt ( ! non-,f$]al %>e1 z det]m9$ "u subsection 7c71 relat+ to a paym5t "u su* subsection1 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 & contributions & 7#e7 %all c\nt no m ?an #ej p]c5t ( ! ,/ate's curr5t sp5d+ on prek9d]g>t5 programs 7z ( ! date ( enactm5t ( ?is ,act7 t[>d ! ,/ate mat*4 7g7 ,ma9t5ance ( ef=t 7#a7 ,9 g5]al ,if a ,/ate r$uces its comb9$ fiscal ef=t p] *ild = ! ,/ate's 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 ,act 7#db ,u4,s4,c4 #ihca et seq471 or ?r\gh any ,/ate sp5d+ on pres*ool s]vices = any fiscal ye> t a ,/ate receives paym5ts "u subp>agraphs 7,a7 & 7,b7 ( 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 ,/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 education1 ! ,/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 7h7 ,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 e>ly *ildhood education programs 9 ! ,/ate4 7i7 ,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 ( #aigb 7#bj ,u4,s4,c4 #afha et seq474 7#b7 ,title ,,vi ( ! ,civil ,rights ,act ( #aifd 7#db ,u4,s4,c4 #bjjj;d et seq474 7#c7 ,section #ejd ( ! ,rehabilitation ,act ( #aigc 7#bi ,u4,s4,c4 #gid74 7#d7 ,! ,am]icans ) ,disabilities ,act ( #aiij 7#db ,u4,s4,c4 #abaja et seq474 7#e7 ,section #fed ( ! ,head ,/>t ,act 7#db ,u4,s4,c4 #ihdi7 ,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-bjcj ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjbb1 & end+ be=e ,july #a1 #bjcj1 ! ,secret>y %all use a multipli] ( #b4e4 7,,ii7 ,implem5tation aft] #bjcj ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjcj1 ! ,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-bjcj ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjbb1 & end+ be=e ,july #a1 #bjcj1 ! ?re%old %all be n m ?an #be p]c5t4 7,,ii7 ,implem5tation aft] #bjcj ,= ea* s*ool ye> beg9n+ on or aft] ,july #a1 #bjcj1 ! ?re%old %all be n m ?an #dj p]c5t4 4 7#c7 ,applicability ,! am5dm5ts made by ?is subsection %all apply to a local educational ag5cy ) respect to a s*ool ye> beg9n+ on or aft] ,july #a1 #bjbb1 = :i* su* local educational ag5cy elects to receive special assi/ance paym5ts "u subp>agraph 7,f7 ( section #aa7;a77#a7 ( ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agei;a7a77#a774 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 #bjcj1 ! ,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 ! ?re%old describ$ 9 clause 7viii7 %all be appli$ by sub/itut+ z]o = #be2 & 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 ,direct c]tification = *ildr5 receiv+ ,m$icaid b5efits 7a7 ,9 g5]al ,section #i ( ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #ageh7;b77 is am5d$-- 7#a7 9 subsection 7b7-- 7,a7 by am5d+ p>agraph 7#e7 to read z foll[s3 7#e7 ,discretion>y c]tification 7,a7 ,free lun*es or breakfa/s ,subject to p>agraph 7#f71 any local educational ag5cy may c]tify any *ild z eligible = free lun*es or breakfa/s1 )\t fur!r application1 by directly communicat+ ) ! appropriate ,/ate or local ag5cy to obta9 docum5tation ( ! /atus ( ! *ild z-- 7i7 a memb] ( a family t is receiv+ assi/ance "u ! tempor>y assi/ance = ne$y families program fund$ "u "p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja et seq47 t ! ,secret>y det]m9es complies ) /&>ds e/abli%$ by ! ,secret>y t ensure t ! /&>ds "u ! ,/ate program are comp>able to or m re/rictive ?an ^? 9 effect on ,june #a1 #aiie2 7ii7 a homeless *ild or y\? 7def9$ z #a ( ! individuals describ$ 9 section #gbe7b7 ( ! ,mc,kinney-,v5to ,homeless ,assi/ance ,act 7#db ,u4,s4,c4 #aadcd;a7#b772 7iii7 s]v$ by ! runaway & homeless y\? grant program e/abli%$ "u ! ,runaway & ,homeless ,y\? ,act 7#db ,u4,s4,c4 #egja et seq472 7iv7 a migratory *ild 7z def9$ 9 section #acji ( ! ,elem5t>y & ,second>y ,education ,act ( #aife 7#bj ,u4,s4,c4 #fcii772 7v7 an eligible *ild 7z def9$ 9 p>agraph 7#ae77;,a772 or 7vi7 7,i7 a fo/] *ild ^: c>e & placem5t is ! responsibility ( an ag5cy t adm9i/]s a ,/ate plan "u "p ,b or ,e ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fba et seq472 or 7,,ii7 a fo/] *ild :o a c\rt has plac$ ) a c>etak] h\sehold4 7,b7 ,r$uc$ price lun*es or breakfa/s ,subject to p>agraph 7#f71 any local educational ag5cy may c]tify any *ild :o is n eligible = free s*ool lun* or breakfa/ z eligible = r$uc$ price lun*es or breakfa/s1 )\t fur!r application1 by directly communicat+ ) ! appropriate ,/ate or local ag5cy to obta9 docum5tation ( ! /atus ( ! *ild z a *ild eligible = r$uc$ price meals 7z def9$ 9 p>agraph 7#ae77;,a774 2 7,b7 9 p>agraph 7#f77;,a71 by /rik+ or 7#e7 bo? places x appe>s & ins]t+ 7#e71 or 7#ae72 & 7,c7 9 p>agraph 7#ae7-- 7i7 9 subp>agraph 7,a7-- 7,i7 by am5d+ clause 7i7 to read z foll[s3 7i7 ,eligible *ild ,! t]m eligible *ild means a *ild-- 7,i7 7aa7 :o is eligible = & receiv+ m$ical assi/ance "u ! ,m$icaid program2 & 7bb7 :o is a memb] ( a family ) an income z measur$ by ! ,m$icaid program t does n exce$ #acc p]c5t ( ! pov]ty l9e 7z det]m9$ "u ! pov]ty guidel9es updat$ p]iodically 9 ! ,f$]al ,regi/] by ! ,dep>tm5t ( ,heal? & ,human ,s]vices "u ! au?ority ( section #fgc7b7 ( ! ,community ,s]vices ,block ,grant ,act 7#db ,u4,s4,c4 #iijb7b71 includ+ any revision requir$ by su* section77 applicable to a family ( ! size us$ = purposes ( det]m9+ eligibility = ! ,m$icaid program2 7,,ii7 :o is eligible = ! ,m$icaid program because su* *ild receives supplem5tal security income b5efits "u title ,,xvi ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acha-ache7 or ,/ate supplem5t>y b5efits ( ! type ref]r$ to 9 section #afaf7;a7 ( su* ,act 7or paym5ts ( ! type describ$ 9 section #bab7;a7 ( ,public ,law #ic-ff72 7,,iii7 :o is eligible = ! ,m$icaid program because su* *ild receives an adoption assi/ance paym5t made "u section #dgc7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fgc7;a77 or "u a simil> ,/ate-fund$ or ,/ate-op]at$ program1 z det]m9$ by ! ,secret>y2 7,,iv7 :o is eligible = ! ,m$icaid program because su* *ild receives a k9%ip gu>dian%ip assi/ance paym5t made "u section #dgc7;d7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fgc7;d77 or "u a simil> ,/ate-fund$ or ,/ate-op]at$ program1 z det]m9$ by ! ,secret>y1 )\t reg>d to :e!r su* *ild 0 previ\sly 9 fo/] c>e2 or 7,v7 :o is a memb] ( a h\sehold 7z t t]m is def9$ 9 section #bde4b ( title #g1 ,code ( ,f$]al ,regulations 7or successor regulations77 ) a *ild describ$ 9 subclause 7,i71 7,,ii71 7,,iii71 or 7,,iv74 2 & 7,,ii7 by add+ at ! end ! foll[+3 7iii7 ,*ild eligible = r$uc$ price meals ,! t]m *ild eligible = r$uc$ price meals means a *ild-- 7,i7 7aa7 :o is eligible = & receiv+ m$ical assi/ance "u ! ,m$icaid program2 & 7bb7 :o is a memb] ( a family ) an income z measur$ by ! ,m$icaid program t does exce$ #acc p]c5t b does n exce$ #ahe p]c5t ( ! pov]ty l9e 7z det]m9$ "u ! pov]ty guidel9es updat$ p]iodically 9 ! ,f$]al ,regi/] by ! ,dep>tm5t ( ,heal? & ,human ,s]vices "u ! au?ority ( section #fgc7b7 ( ! ,community ,s]vices ,block ,grant ,act 7#db ,u4,s4,c4 #iijb7b71 includ+ any revision requir$ by su* section77 applicable to a family ( ! size us$ = purposes ( det]m9+ eligibility = ! ,m$icaid program2 or 7,,ii7 :o is a memb] ( a h\sehold 7z t t]m is def9$ 9 section #bde4b ( title #g1 ,code ( ,f$]al ,regulations 7or successor regulations77 ) a *ild describ$ 9 subclause 7,i74 2 7ii7 by /rik+ subp>agraphs 7,b71 7,c71 7,d71 7,e71 7,g71 & 7,h72 7iii7 9 subp>agraph 7,f7-- 7,i7 9 ! enum]ator1 by /rik+ 7,f7 & ins]t+ 7,d72 & 7,,ii7 by /rik+ conduct+ ! demon/ration project "u ?is p>agraph & ins]t+ c>ry+ out ?is p>agraph2 7iv7 by ins]t+ aft] subp>agraph 7,a7 ! foll[+3 7,b7 ,agreem5ts to c>ry out c]tification ,to c]tify a *ild "u subp>agraph 7,a77v7 or 7,b7 ( p>agraph 7#e71 a ,/ate ag5cy %all ent] into an agreem5t ) #a or m ,/ate ag5cies conduct+ eligibility det]m9ations = ! ,m$icaid program4 7,c7 ,proc$ures ,subject to p>agraph 7#f71 an agreem5t "u subp>agraph 7,b7 %all e/abli% proc$ures "u :i*-- 7i7 an eligible *ild may be c]tifi$ = free lun*es "u ?is ,act & free breakfa/s "u section #d ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aggc71 )\t fur!r application 7z def9$ 9 p>agraph 7#d77;,g772 & 7ii7 a *ild eligible = r$uc$ price meals may be c]tifi$ = r$uc$ price lun*es "u ?is ,act or r$uc$ price breakfa/s "u section #d ( ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #aggc71 )\t fur!r application 7z def9$ 9 p>agraph 7#d77;,g774 2 & 7v7 by add+ at ! end ! foll[+3 7,e7 ,sunset ,! au?ority "u ?is p>agraph %all t]m9ate on ! la/ day ( s*ool ye> #bjcj-bjca4 2 & 7#b7 9 subsection 7d77#b77;,g71 by ins]t+ or *ild eligible = r$uc$ price meals aft] eligible *ild4 7b7 ,applicability ,! am5dm5ts made by ?is section %all apply ) respect to ! p]iod-- 7#a7 beg9n+ on ,july #a1 #bjbb2 & 7#b7 end+ on ! la/ day ( s*ool ye> #bjcj-bjca4 #bdjjc4 ,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 beg9n+ ) summ] #bjbc & annually = ea* summ] be=e ! date describ$ 9 subsection 7g71 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 #bjaa7k777 f retail food /ores t h be5 approv$ = p>ticipation 9 ! supplem5tal nutrition assi/ance program e/abli%$ "u su* ,act1 9 accordance ) section #g7;b7 ( su* ,act 7#g ,u4,s4,c4 #bjaf7;b774 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 #bjaa7k777 f retail food /ores t h be5 approv$ = p>ticipation 9 ! supplem5tal nutrition assi/ance program e/abli%$ "u su* ,act1 9 accordance ) section #g7;b7 ( su* ,act 7#g ,u4,s4,c4 #bjaf7;b774 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 #ge = ea* *ild 9 ! eligible h\sehold p] mon? dur+ ! summ]2 & 7ii7 = cal5d> ye> #bjbd & ea* ye> !reaft]1 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 e/abli% proc$ures to c>ry out ! enrollm5t describ$ 9 subp>agraph 7,a72 & 7,c7 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] ,octob] #a1 #bjba1 ! ,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% alt]native plans = :5 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 #bjbi1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums1 to rema9 available = ! p]iod describ$ 9 p>agraph 7#b71 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 ,p]iod describ$ ,) respect to ea* fiscal ye> "u p>agraph 7#a71 am\nts made available = su* a fiscal ye> "u su* p>agraph %all rema9 available = ! #b-ye> p]iod foll[+ ! date su* am\nts are made available4 7#c7 ,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 #bjbi4 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 7#d7 ,supplem5tal foods ,! t]m supplem5tal foods-- 7,a7 means foods-- 7i7 conta9+ nutri5ts det]m9$ by nutritional rese>* to be lack+ 9 ! diets ( *ildr52 & 7ii7 t promote ! heal? ( ! population s]v$ by ! program "u ?is section1 z indicat$ by relevant nutrition sci5ce1 public heal? conc]ns1 & cultural eat+ patt]ns1 z det]m9$ by ! ,secret>y2 & 7,b7 includes foods n describ$ 9 subp>agraph 7,a7 sub/itut$ by ,/ate ag5cies1 ) ! approval ( ! ,secret>y1 t-- 7i7 provide ! nutritional equival5t ( foods describ$ 9 su* subp>agraph2 & 7ii7 all[ = diff]5t cultural eat+ patt]ns ?an foods describ$ 9 su* subp>agraph4 4 #bdjjd4 ,s*ool kit*5 equipm5t grants 7a7 ,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 #ejj1jjj1jjj1 to rema9 available until exp5d$1 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 7b7 ,! ,secret>y may set aside up to #e p]c5t ( ! funds made available "u subsection 7a7 = ! purpose ( tra9+ & te*nical assi/ance to support scrat* cook+1 :i* may be adm9i/]$ by ,/ates or o!r entities4 #bdjje4 ,heal?y food inc5tives demon/ration 7a7 ,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 #fcd1jjj1jjj1 to rema9 available until exp5d$1 to provide competitive grants to ,/ates 9 accordance ) ?is section4 7b7 ,a ,/ate t receives a grant "u ?is section %all use su* grant funds to make subgrants to local educational ag5cies & s*ools = activities t support-- 7#a7 s]v+ heal?y s*ool meals & aft]s*ool snacks t meet discretion>y goals e/abli%$ by ! ,secret>y2 7#b7 increas+ scrat* cook+2 7#c7 conduct+ exp]i5tial nutrition education activities1 includ+ s*ool g>d5 programs2 7#d7 procur+ local1 regional1 & culturally appropriate foods & foods produc$ by und]s]v$ or limit$ res\rce f>m]s1 z def9$ by ! ,secret>y1 to s]ve z "p ( ! *ild nutrition programs "u ! ,ri*>d ,b4 ,russell ,national ,s*ool ,lun* ,act 7#db ,u4,s4,c4 #agea-agfi;j7 or ! ,*ild ,nutrition ,act ( #aiff 7#db ,u4,s4,c4 #agga-agic72 7#e7 r$uc+ ! availability ( less heal?y foods1 z def9$ by ! ,secret>y1 dur+ ! s*ool day2 or 7#f7 c>ry+ out additional activities to enc\rage ! developm5t ( heal?y nutrition & physical activity habits among *ildr54 7c7 ,a ,/ate t receives a grant "u ?is section may use su* grant funds to fund a /atewide nutrition education coord9ator to-- 7#a7 support individual s*ool food au?ority nutrition education ef=ts2 & 7#b7 facilitate collaboration ) o!r nutrition education ef=ts 9 ! ,/ate4 7d7 ,a ,/ate t receives a grant "u ?is section may n use m ?an #e p]c5t ( su* grant funds to c>ry out adm9i/rative activities4 7e7 ,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 ,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 to c>ry out ! ,assi/ive ,te*nology ,act ( #aiih 7#bi ,u4,s4,c4 #cjja et seq474 #bejjb4 ,family viol5ce prev5tion & s]vices 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 #bg1jjj1jjj1 to rema9 available until exp5d$1 = necess>y adm9i/rative exp5ses to c>ry out sections #cjc1 #cji1 & #cac ( ! ,family ,viol5ce ,prev5tion & ,s]vices ,act 7#db ,u4,s4,c4 #ajdja-ajdad7 & 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 /rik+ ! p]iod & ins]t+ 1 & #be1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbd1 to rema9 available until exp5d$1 to c>ry out ?is "p44 #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 to c>ry out ! activities ( ! ,c5t] "u section #bja7;g7 ( ! ,old] ,am]icans ,act ( #aife 7,,oaa7 7#db ,u4,s4,c4 #cjaa7;g772 7#b7 #fee1jjj1jjj to c>ry out "p ,b ( title ,,iii ( ! ,,oaa 7#db ,u4,s4,c4 #cjcj;d71 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 to c>ry out "p ,c ( title ,,iii ( ! ,,oaa 7#db ,u4,s4,c4 #cjcj;d-#ba-cjcj;g-#bc71 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 to c>ry out "p ,e ( title ,,iii ( ! ,,oaa 7#db ,u4,s4,c4 #cjcjs-#cjcjs-#b71 includ+ section #cgc7;e7 ( su* "p 7#db ,u4,s4,c4 #cjcjs-#a7;e772 7#e7 #ej1jjj1jjj to c>ry out title ,,vi ( ! ,,oaa 7#db ,u4,s4,c4 #cjeg-cjego71 includ+ "p ,c ( su* title 7#db ,u4,s4,c4 #cjegk-#aa72 7#f7 #ej1jjj1jjj to c>ry out ! long-t]m c>e ombudsman program "u title ,,vii ( ! ,,oaa 7#db ,u4,s4,c4 #cjeh-cjeh;ff72 7#g7 #ei1jjj1jjj = 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 7#db ,u4,s4,c4 #cjca-cjcc;a7 = 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 = 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 = 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 to c>ry out section #dag ( ! ,,oaa 7#db ,u4,s4,c4 #cjcb;f74 ,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 ( #aife 7#db ,u4,s4,c4 #cjbd7;d77#a77;,d71 #cjcc7;a771 & section #cgc7;h77#b7 ( su* ,act 7#db ,u4,s4,c4 #cjcjs-#a7;h77#b771 %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 ,(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 #bejjf4 ,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 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 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 c>e 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 c>e work]s2 & 7#d7 provide recomm5dations = activities to fur!r support paid & unpaid family c>egiv]s1 includ+ exp&+ respite c>e4 7b7 ,direct c>e work] def9$ ,! t]m direct c>e work] has ! mean+ giv5 su* t]m 9 section #bbcja4 ,,iii ,committee on ,en]gy & ,comm]ce ,a ,air ,pollution #cjaja4 ,clean heavy-duty vehicles 7a7 ,appropriation 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 #e1jjj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to c>ry out section #acb ( ! ,clean ,air ,act1 z add$ by subsection 7b74 7#b7 ,res]vation ,( ! funds appropriat$ by p>agraph 7#a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #c p]c5t = adm9i/rative co/s necess>y to c>ry out section #acb ( ! ,clean ,air ,act1 z add$ by subsection 7b74 7b7 ,am5dm5t ,"p ,a ( title ,i ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdja et seq47 is am5d$ by add+ at ! end ! foll[+3 #acb4 ,clean heavy-duty vehicles 7a7 ,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 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 7b7 ,applications ,to seek an aw>d "u ?is section1 an eligible recipi5t or eligible contractor %all submit to ! ,adm9i/rator an application 9 su* =m & mann] z ! ,adm9i/rator %all prescribe4 7c7 ,allocation ,( any am\nt appropriat$ to c>ry out ?is section1 no less ?an #dj p]c5t %all be us$ = aw>ds to eligible recipi5ts propos+ to replace eligible vehicles to s]ve "o or m communities locat$ 9 an air quality area designat$ pursuant to section #ajg z nonatta9m5t = any air pollutant4 7d7 ,def9itions ,= purposes ( ?is section3 7#a7 ,eligible contractor ,! t]m eligible contractor means a contractor t is a =-pr(it or nonpr(it entity 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 ,/ate or local gov]nm5tal entity2 7,b7 an ,indian ,tribe 7z def9$ 9 section #cjb72 7,c7 a nonpr(it s*ool transportation association2 or 7,d7 an eligible contractor4 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/ emission (-- 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 ,"p ,a ( title ,i ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdja et seq471 z am5d$1 is fur!r am5d$ by add+ at ! end ! foll[+3 #acc4 ,grants to r$uce air pollution at ports 7a7 ,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 #c1ejj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to aw>d rebates & grants to eligible recipi5ts on a competitive basis to-- 7#a7 pur*ase or in/all z]o-emissions port equipm5t & te*nology = use at1 or to directly s]ve1 "o or m ports2 7#b7 conduct any relevant plann+ or p]mitt+ 9 connection ) su* z]o-emissions port equipm5t & te*nology2 & 7#c7 develop qualifi$ climate action plans4 7b7 ,res]vation ,( ! funds made available by ?is section1 #hge1jjj1jjj %all be res]v$ = aw>ds to eligible recipi5ts to c>ry out activities ) respect to ports locat$ 9 nonatta9m5t areas = any air pollutant4 7c7 ,limitation ,funds aw>d$ "u ?is section %all n be us$-- 7#a7 to pur*ase fully automat$ c>go-h&l+ equipm5t or t]m9al infra/ructure t is design$ = fully automat$ c>go-h&l+ equipm5t2 or 7#b7 by any recipi5t or sub-recipi5t to p]=m con/ruction1 alt]ation1 in/allation1 or repair "w t is n locat$ at1 or does n directly s]ve1 ! "o or m ports involv$4 7d7 ,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 7e7 ,def9itions ,= purposes ( ?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+ any nonpr(it organization7 t-- 7i7 applies = a grant "u ?is section 9 p>tn]%ip ) an entity describ$ 9 subp>agraphs 7,a71 7,b71 or 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[>ds /at$ goals7 to r$uce emissions at "o or m ports (-- 7i7 gre5h\se gases2 7ii7 any 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 ( su* plan1 includ+ l[-income & disadvantag$ ne>-port communities4 7#c7 ,z]o-emissions port equipm5t & te*nology ,! t]m z]o-emissions port equipm5t & te*nology means any equipm5t or 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 ( su* emissions produc$ by an ocean-go+ vessel at b]?4 4 #cjajc4 ,gre5h\se gas r$uction fund ,"p ,a ( title ,i ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdja et seq471 z am5d$1 is fur!r am5d$ by add+ at ! end ! foll[+3 #acd4 ,gre5h\se gas r$uction 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$-- 7#a7 #g1die1jjj1jjj to ! ,adm9i/rator1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjbf71 to make grants1 on a competitive basis & n lat] ?an #ahj cal5d> days aft] ! date ( enactm5t ( ?is section1 to ,/ates1 units ( local gov]nm5t1 ! ,di/rict ( ,columbia1 t]ritories ( ! ,unit$ ,/ates1 ,tribal gov]nm5ts1 & eligible recipi5ts = ! purposes ( provid+ f9ancial & te*nical assi/ance to enable l[-income & disadvantag$ communities to deploy z]o-emission te*nologies1 includ+ di/ribut$ z]o-emission 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 section2 7#b7 #ai1iie1jjj1jjj to ! ,adm9i/rator1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjbf71 to make grants1 on a competitive basis & n lat] ?an #ahj cal5d> days aft] ! date ( enactm5t ( ?is section1 to eligible recipi5ts1 ( :i* #h1jjj1jjj1jjj %all be us$ to provide f9ancial assi/ance 9 l[-income & disadvantag$ communities2 & 7#c7 #aj1jjj1jjj to ! ,adm9i/rator1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = ! 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 op]ate 9 accordance ) ! foll[+3 7#a7 ,direct inve/m5t ,an 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 ,an eligible recipi5t %all provide f9ancial & 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 & activities2 7,b7 does n take deposits1 o!r ?an 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 l[- or z]o-emission project1 te*nology1 or activity 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 ,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 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 exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = grants au?oriz$ "u section #ajc ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjc7 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 #g4e 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 a t]ritory1 a unit ( local gov]nm5t 7includ+ any special di/rict1 su* z an air quality managem5t di/rict71 or an ,indian ,tribe4 #cjaje4 ,diesel emissions r$uctions 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 #agj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to address diesel emissions1 ( :i*-- 7#a7 #ajj1jjj1jjj %all be = grants1 rebates1 loans1 & o!r ,environm5tal ,protection ,ag5cy activities "u subtitle ,g ( title ,,vii ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afaca ?r\gh #afacg7 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* communities2 7#b7 #ej1jjj1jjj %all be = grants1 rebates1 loans1 & o!r ,environm5tal ,protection ,ag5cy activities "u subtitle ,g ( title ,,vii ( ! ,en]gy ,policy ,act ( #bjje2 & 7#c7 #bj1jjj1jjj %all be = grants1 rebates1 loans1 & o!r ,environm5tal ,protection ,ag5cy activities "u subtitle ,g ( title ,,vii ( ! ,en]gy ,policy ,act ( #bjje to id5tify & r$uce diesel emissions 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 #e p]c5t ( ! am\nts made available "u subsection 7a7 = ! adm9i/rative co/s necess>y to c>ry out activities pursuant to su* subsection4 #cjajf4 ,fund+ to address air pollution 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 #cbj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to address air pollution1 ( :i*-- 7#a7 #bfe1jjj1jjj %all be = grants & o!r activities au?oriz$ "u sections #ajb1 #ajc1 & #aje ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdjb1 #gdjc1 & #gdje71 ( :i*-- 7,a7 #abb1jjj1jjj %all be to deploy1 integrate1 support1 & ma9ta9 f5cel9e monitor+ & scre5+ air monitor+1 includ+ national air toxics tr5d /ations & o!r air toxics & community monitor+2 7,b7 #ge1jjj1jjj %all be to exp& ! national ambi5t air quality monitor+ network ) new multipollutant monitor+ /ations & to replace1 repair1 op]ate1 & ma9ta9 exi/+ monitors2 7,c7 #c1jjj1jjj %all be to deploy1 integrate1 & op]ate air quality s5sors 9 l[-income & disadvantag$ communities2 & 7,d7 #ae1jjj1jjj %all be = te/+ & o!r ag5cy activities to address emissions f wood heat]s2 & 7,e7 #ej1jjj1jjj %all be = monitor+ emissions ( me?ane2 7#b7 #ej1jjj1jjj %all be to c>ry out1 ) respect to gre5h\se gases1 sections #aaa1 #aae1 #afi1 #agg1 #bjb1 #baa1 #bac1 #bca1 & #fab1 & o!r sections ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdaa1 #gdae1 #gdgi1 #gejg1 #geba1 #gede1 #gedg1 #gega1 #gfgak1 & o!rs72 & 7#c7 #e1jjj1jjj %all be 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 subsection 7a77#a71 ! ,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 ,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 exp5d$1 = grants1 rebates1 contracts1 & 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 & section #aje ( t ,act 7#db ,u4,s4,c4 #gdje71 ( :i* ! ,adm9i/rator %all res]ve n less ?an #be p]c5t = te*nical assi/ance to su* s*ools-- 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 ,"p ,a ( title ,i ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdja et seq471 z am5d$1 is fur!r am5d$ by add+ at ! end ! foll[+3 #ace4 ,l[ ,emissions ,electricity ,program 7a7 ,appropriations ,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 #ajj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to c>ry out ?is section4 7b7 ,use ( funds ,( ! am\nts made available by subsection 7a71 ! ,adm9i/rator %all use-- 7#a7 n less ?an #aj1jjj1jjj = 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 n less ?an #aj1jjj1jjj = 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 n less ?an #aj1jjj1jjj = 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 n less ?an #aj1jjj1jjj = 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 n less ?an #a1jjj1jjj to assess1 n lat] ?an ! date t is #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 n less ?an #bj1jjj1jjj to c>ry out ?is section to ensure t ! anticipat$ r$uctions 9 gre5h\se gas emissions f dome/ic electricity g5]ation & use z assess$ "u p>agraph 7#e7 are a*iev$ ?r\gh use ( ! au?orities ( ?is ,act1 includ+ ?r\gh ! e/abli%m5t ( requirem5ts "u ?is ,act4 4 #cjaji4 ,fund+ = section #baa ( ! ,clean ,air ,act ,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 exp5d$1 to c>ry out section #baa ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede71 ( :i*-- 7#a7 n less ?an #e1jjj1jjj %all be = ! developm5t & e/abli%m5t ( te/s & protocols reg>d+ ! environm5tal & public heal? effects ( a fuel or fuel additive2 int]nal & extramural data collection & analyses to regul>ly update applicable regulations1 guidance1 & proc$ures = det]m9+ lifecycle gre5h\se gas emissions ( a fuel2 & ! review1 analysis & evaluation ( ! impacts ( all transportation fuels1 includ+ fuel lifecycle implications1 on ! g5]al public & on l[-income & disadvantag$ communities2 & 7#b7 n less ?an #e1jjj1jjj %all be = new grants to indu/ry & o!r relat$ activities to support inve/m5ts 9 advanc$ bi(uels4 #cjaaj4 ,fund+ = implem5tation ( ! ,am]ican ,innovation & ,manufactur+ ,act 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 #db1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out section #ajc ( division ,s ( ,public ,law #aaf-bfj1 ( :i*-- 7#a7 #c1ejj1jjj %all be to deploy new implem5tation & compliance tools2 & 7#b7 #ae1jjj1jjj %all be = competitive grants = reclaim & innovative de/ruction te*nologies4 7b7 ,adm9i/ration ( funds ,( ! funds made available pursuant to subsection 7a77#b71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #e p]c5t = adm9i/rative co/s ( c>ry+ out su* section #ajc4 #cjaaa4 ,fund+ = en=cem5t te*nology & public in=mation ,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 exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to address air pollution1 ( :i*-- 7#a7 #cg1jjj1jjj %all be 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=mation2 7#b7 #g1jjj1jjj %all be = 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 ) su* ,integrat$ ,compliance ,in=mation ,sy/em & any associat$ sy/ems2 & 7#c7 #f1jjj1jjj %all be 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 #gfjb771 or 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 ! ,environm5tal ,protection ,ag5cy ,(fice ( ,air & ,radiation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = ! ,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 exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to develop & c>ry out a program1 to be kn[n z ! ,environm5tal ,product ,decl>ation ,assi/ance ,program1 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>ations2 7#b7 provid+ te*nical assi/ance to bus9esses t manufacture con/ruction mat]ials & products 9 develop+ & v]ify+ environm5tal product decl>ations2 & 7#c7 c>ry+ out o!r activities t assi/ 9 measur+ & /eadily r$uc+ ! quantity ( embodi$ c>bon ( con/ruction mat]ials & products4 7b7 ,adm9i/ration ( funds ,( ! am\nts made available "u ?is section1 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #g4e 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 #cjaad4 ,environm5tal ,protection ,ag5cy me?ane fee 7a7 ,appropriation ,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 #ge1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjbd71 to c>ry out section #acf ( ! ,clean ,air ,act1 z add$ by ?is section4 7b7 ,am5dm5t ,"p ,a ( title ,i ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gdja et seq471 z am5d$1 is fur!r am5d$ by add+ at ! end ! foll[+3 #acf4 ,me?ane fee f petroleum & natural gas sy/ems 7a7 ,9 g5]al ,! ,adm9i/rator %all impose & collect a fee f ! own] or op]ator ( ea* 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 7b7 ,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 ,natural gas process+1 7#d7 ,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 pipel9e 7c7 ,fee am\nt ,! am\nt ( a fee impos$ & collect$ "u subsection 7a7 = an applicable facility %all be equal to ! product obta9$ by multiply+-- 7#a7 subject to subsection 7d71 ! numb] ( tons ( me?ane report$ = ! applicable facility pursuant to subp>t ,w ( "p #ih ( title #dj1 ,code ( ,f$]al ,regulations 7or any successor regulations71 dur+ ! previ\s report+ p]iod2 & 7#b7 #aejj4 7d7 ,int5sity ?re%old 7#a7 ,petroleum & natural gas production ,) respect to impos+ & collect+ ! fee "u subsection 7a7 = an applicable facility 9 an indu/ry segm5t li/$ 9 p>agraph 7#a7 or 7#b7 ( subsection 7b71 ! ,adm9i/rator %all impose & collect ! fee on ! report$ tons ( me?ane emissions t exce$ #j4bj p]c5t ( ! natural gas s5t to sale f su* facility4 7#b7 ,nonproduction petroleum & natural gas sy/ems ,) respect to impos+ & collect+ ! fee "u subsection 7a7 = an applicable facility 9 an indu/ry segm5t li/$ 9 p>agraph 7#c71 7#e71 7#f71 7#g71 or 7#h7 ( subsection 7b71 ! ,adm9i/rator %all impose & collect ! fee 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+ ! fee "u subsection 7a7 = an applicable facility 9 an indu/ry segm5t li/$ 9 p>agraph 7#d7 or 7#i7 ( subsection 7b71 ! ,adm9i/rator %all impose & collect ! fee on ! report$ tons ( me?ane emissions t exce$ #j4aa p]c5t ( ! natural gas s5t to sale f su* facility4 7e7 ,p]iod ,! fee "u subsection 7a7 %all be impos$ & collect$ beg9n+ ) respect to emissions report$ = cal5d> ye> #bjbc & = ea* ye> !reaft]4 7f7 ,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 7g7 ,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+ ! fee 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 ( fees "u subsection 7c7 ( ?is section1 are bas$ on empirical data & accurately reflect ! total me?ane emissions f ! applicable facilities4 7h7 ,liability = fee paym5t ,a facility own] or op]ator's liability = paym5t ( ! fee "u subsection 7a7 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 7i7 ,use ( proce$s 7#a7 ,transf] ( funds ,= ea* applicable fiscal ye>1 ! ,secret>y ( ! ,treasury %all1 )\t fur!r appropriation1 transf] to ! ,adm9i/rator an am\nt equal to #ge p]c5t ( ! am\nts receiv$ dur+ ! prec$+ fiscal ye> z a result ( ! me?ane fee 9 subsection 7a74 7#b7 ,use ( funds ,! ,adm9i/rator %all1 )\t fur!r appropriation1 use ! am\nts transf]r$ "u p>agraph 7#a7 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjbh7-- 7,a7 to cov] all direct & indirect co/s requir$ to develop & adm9i/] ?is section1 includ+ ! co/s (-- 7i7 implem5t+ ! fee2 7ii7 cont9u\s emissions & ambi5t me?ane & o!r gre5h\se gas monitor+2 7iii7 prep>+ g5]ally applicable regulations1 or guidance2 7iv7 model+1 analyses1 & demon/rations2 & 7v7 prep>+ inv5tories1 ga!r+ empirical data1 & track+ emissions2 7,b7 = grants1 rebates1 contracts & o!r activities ( ! ,environm5tal ,protection ,ag5cy = ! purposes ( provid+ f9ancial & te*nical assi/ance to own]s & op]ators ( applicable facilities prep>+ & submitt+ gre5h\se gas reports "u subp>t ,w ( "p #ih ( title #dj1 ,code ( ,f$]al ,regulations 7or successor regulations72 7,c7 = grants1 rebates1 contracts1 & o!r activities ( ! ,environm5tal ,protection ,ag5cy au?oriz$ "u section #ajc = me?ane emissions monitor+2 & 7,d7 = grants1 rebates1 contracts1 & 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+ =-- 7i7 improv+ climate resili5cy ( communities & petroleum & natural gas sy/ems2 7ii7 improv+ & deploy+ indu/rial equipm5t & processes t r$uce me?ane & o!r gre5h\se gas emissions2 7iii7 support+ innovation 9 r$uc+ me?ane & o!r gre5h\se gas emissions f petroleum & natural gas sy/ems2 7iv7 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 & 7v7 support+ environm5tal re/oration4 4 ,b ,haz>d\s ,mat]ials #cjbja4 ,sup]fund inve/m5ts ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1jjj1 to rema9 available until exp5d$1 = response actions c>ri$ out by ,f$]al ag5cies1 consi/5t ) section #abj ( ! ,compreh5sive ,environm5tal ,response1 ,comp5sation1 & ,liability ,act ( #aihj 7#db ,u4,s4,c4 #ifbj7 at ,f$]al facilities includ$ on ! ,national ,priority ,li/ publi%$ pursuant to section #aje ( su* ,act 7#db ,u4,s4,c4 #ifje71 :i* %all supplem5t1 n supplant1 individual ag5cy appropriations = su* response actions4 #cjbjb4 ,fund+ ,to address toxics 9 s*ools ,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 exp5d$1 = grants1 contracts1 & o!r activities to r$uce pollution at s*ools 9 l[-income & disadvantag$ communities "u title ,v ( ! ,toxic ,sub/ances ,control ,act 7#ae ,u4,s4,c4 #bfie et seq474 #cjbjc4 ,grants to r$uce wa/e 9 communities 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 #gej1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to make grants1 on a competitive basis1 to eligible recipi5ts to-- 7#a7 m9imize ! 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 con/ruct1 exp&1 or mod]nize infra/ructure = organics recycl+ & reuse1 includ+ any facility1 ma*9]y1 or equipm5t us$ to collect & process organic mat]ial2 7#c7 create m>ket dem& or manufactur+ capacity = recov]$1 recyclable1 or recycl$ commodities & products2 7#d7 support projects & programs t r$uce food wa/e2 or 7#e7 support ! developm5t & implem5tation ( activities t r$uce ! am\nt ( wa/e dispos$ ( 9 l&fills1 includ+-- 7,a7 exp&+ ! availability ( curbside organic wa/e collection2 7,b7 enc\rag+ div]sion ( organic wa/e f l&fills2 or 7,c7 increas+ fees impos$ on ! disposal ( wa/e1 includ+ organic wa/e1 at l&fills4 7b7 ,res]vation ,( ! funds made available "u ?is section1 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #cjj1jjj1jjj = grants = projects 9 l[-income or disadvantag$ communities4 7c7 ,adm9i/ration ( funds ,( ! funds made available "u ?is section1 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #b p]c5t = adm9i/rative co/s to c>ry out ?is section4 7d7 ,def9ition ( eligible recipi5t ,9 ?is section1 ! t]m eligible recipi5t means-- 7#a7 a s+le unit ( ,/ate1 local1 or ,tribal gov]nm5t2 7#b7 a p>tn]%ip ( multiple units ( ,/ate1 local1 or ,tribal gov]nm5ts2 7#c7 a p>tn]%ip ( "o or m units ( ,/ate1 local1 or ,tribal gov]nm5ts & "o or m =-pr(it or nonpr(it organizations2 or 7#d7 a nonpr(it organization or a p>tn]%ip ( nonpr(it organizations4 #cjbjd4 ,environm5tal & ,climate ,ju/ice ,block ,grants 7a7 ,appropriation ,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 #e1jjj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to c>ry out ?is section4 7b7 ,grants 7#a7 ,9 g5]al ,! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy may use am\nts made available "u subsection 7a7 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 inve/m5ts 9 community l[-emission1 z]o-emission1 & emission-r$uc+ infra/ructure1 includ+ con/ruction ( su* infra/ructure2 7,b7 climate resili5cy1 mitigation1 & adaptation projects1 includ+ projects relat$ to urban heat isl&s1 extreme heat1 wood heat] emissions1 & wildfire ev5ts2 7,c7 community-l$ pollution monitor+1 prev5tion1 & rem$iation1 includ+ any necess>y job tra9+ programs2 7,d7 r$uc+ indoor toxics & indoor air pollution2 7,e7 facilitat+ engagem5t ( disadvantag$ communities 9 ,/ate & ,f$]al public processes1 includ+ facilitat+ su* engagem5t 9 advisory gr\ps1 work%ops1 & rulemak+s2 or 7,f7 any o!r activity ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy det]m9es appropriate4 7#c7 ,eligible entities ,9 ?is subsection1 ! t]m eligible entity means-- 7,a7 a p>tn]%ip betwe5 an ,indian ,tribe1 a local gov]nm5t1 or an in/itution ( high] education & 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 7#d7 ,priority ,9 aw>d+ grants "u ?is subsection1 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all give priority to eligible entities describ$ 9 subp>agraph 7,b7 or 7,c7 ( p>agraph 7#c74 7c7 ,te*nical assi/ance ,! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all res]ve #ejj1jjj1jjj ( ! am\nts made available "u subsection 7a7 = grants or contracts = te*nical assi/ance ?r\gh\t ! ,unit$ ,/ates relat$ to grants aw>d$ 9 ?is section4 ,c ,dr9k+ ,wat] #cjcja4 ,lead s]vice l9e replacem5t 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 #cj1jjj1jjj1jjj1 to make capitalization grants "u section #adeb ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;j-#ab71 to rema9 available until exp5d$1 = full lead s]vice l9e replacem5t projects & associat$ activities directly connect$ to ! id5tification1 plann+1 design1 & full replacem5t ( lead s]vice l9es1 ( :i* #bj1jjj1jjj1jjj %all be = subsidies to disadvantag$ communities 7z def9$ 9 subsection 7d77#c7 ( su* section7 9 ! =m ( loans1 ) #ajj p]c5t =giv5ess ( pr9cipal1 or grants1 not)/&+ subsection 7d77#b7 ( su* section4 7b7 ,prohibition on p>tial l9e replacem5t ,no funds made available "u ?is section may be us$ = p>tial replacem5t ( lead s]vice l9es4 7c7 ,no lev]ag+ ,funds made available "u ?is section may n be us$ z a s\rce ( paym5t (1 or security = 7directly or indirectly71 9 :ole or 9 "p1 any obligation ! int]e/ on :i* is exempt f ! tax impos$ "u *apt] #a ( ! ,int]nal ,rev5ue ,code ( #aihf4 #cjcjb4 ,community wat] sy/em risk & 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 #ejj1jjj1jjj1 to rema9 available until exp5d$1 = grants "u section #adcc7;g7 ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;i-#b7;g774 #cjcjc4 ,grants = ,/ate ,programs ,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 exp5d$1 = grants "u section #addc ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;j-#b74 #cjcjd4 ,assi/ance = ,colonias ,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 exp5d$1 = grants "u section #adef ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;j-#af74 #cjcje4 ,grants to r$uce lead 9 s*ool dr9k+ wat] ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gjj1jjj1jjj1 to rema9 available until exp5d$1 = grants "u sections #adfd & #adfe ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;j-#bd & #cjj;j-#be71 ( :i*-- 7#a7 #dbj1jjj1jjj %all be = grants = ! in/allation & ma9t5ance ( lead filtration /ations at s*ools & *ild c>e programs2 7#b7 #aej1jjj1jjj %all be = grants "u section #adfd7;d72 & 7#c7 #ej1jjj1jjj %all be = grants "u section #adfe7;b77#a7 to pay ! co/s ( replacem5t ( dr9k+ wat] f\nta9s 9 s*ools4 #cjcjf4 ,grants = ,indian ,res]vation ,dr9k+ ,wat] ,infra/ructure ,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 exp5d$1 to implem5t eligible projects "u section #bjja ( ,am]ica's ,wat] ,infra/ructure ,act ( #bjah 7#db ,u4,s4,c4 #cjj;j-#c;c note71 not)/&+ ! geographic limitations 9 t section4 #cjcjg4 ,assi/ance = ,areas ,affect$ by ,natural ,disa/]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 #ajj1jjj1jjj1 to rema9 available until exp5d$1 = grants "u section #bjbj ( ,am]ica's ,wat] ,infra/ructure ,act ( #bjah 7#db ,u4,s4,c4 #cjj;j-#ab note71 ( :i*1 not)/&+ subsection 7a77#b7 ( su* section1 #aj1jjj1jjj %all be available to make grants to ,guam1 ! ,virg9 ,isl&s1 ,am]ican ,samoa1 & ! ,nor!rn ,m>iana ,isl&s = ! purposes ( provid+ assi/ance to eligible sy/ems to re/ore or increase compliance ) national prim>y dr9k+ wat] regulations 9 an und]s]v$ area4 #cjcjh4 ,assi/ance = ,disadvantag$ ,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 #bjj1jjj1jjj1 to rema9 available until exp5d$1 = grants "u section #adei;,a7b7 ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;j-#ai;a7b774 #cjcji4 ,grants = ,contam9ant ,monitor+ ,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 exp5d$1 to make grants to pay = ! co/s ( monitor+ requir$ "u section #adde7;a77#b7 ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;j-#d7;a77#b774 #cjcaj4 ,te*nical ,assi/ance to ,small ,public ,wat] ,sy/ems ,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 exp5d$1 to provide te*nical assi/ance "u section #addb7;e7 ( ! ,safe ,dr9k+ ,wat] ,act 7#db ,u4,s4,c4 #cjj;j-#a7;e774 #cjcaa4 ,fund+ = wat] assi/ance program 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until exp5d$1 = grants to ,/ates & ,indian ,tribes to assi/ l[-income h\seholds1 p>ticul>ly ^? ) ! l[e/ incomes1 t pay a high proportion ( h\sehold income = dr9k+ wat] & wa/ewat] s]vices1 by provid+ funds to own]s or op]ators ( public wat] sy/ems or treatm5t works to r$uce arre>ages ( & rates *>g$ to su* h\seholds = su* s]vices4 7b7 ,allotm5t ,! ,secret>y %all-- 7#a7 allot am\nts appropriat$ 9 ?is section to a ,/ate or ,indian ,tribe bas$ on-- 7,a7 ! p]c5tage ( h\seholds 9 ! ,/ate1 or "u ! jurisdiction ( ! ,indian ,tribe1 ) annual income equal to or less ?an #aej p]c5t ( ! ,f$]al pov]ty l9e2 & 7,b7 ! p]c5tage ( h\seholds 9 ! ,/ate1 or "u ! jurisdiction ( ! ,indian ,tribe1 t sp5d m ?an #cj p]c5t ( mon?ly income on h\s+2 & 7#b7 res]ve up to #c p]c5t ( ! am\nt appropriat$ 9 ?is section = ,indian ,tribes & ,tribal organizations4 7c7 ,def9ition ,9 ?is section1 ! t]m ,/ate means ea* ( ! #ej ,/ates ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 ,am]ican ,samoa1 ,guam1 ! ,virg9 ,isl&s1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 ,d ,en]gy #a ,clean ,electricity ,p]=mance ,program #cjdaa4 ,clean ,electricity ,p]=mance ,program 7a7 ,appropriation 7#a7 ,adm9i/ration ,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 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = ! adm9i/rative exp5ses ( c>ry+ out section #bbd ( ! ,f$]al ,p[] ,act 7z add$ by ?is section74 7#b7 ,grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = ea* ( fiscal ye>s #bjbc ?r\gh #bjca1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 su* sums z are necess>y to issue grants "u section #bbd ( ! ,f$]al ,p[] ,act 7z add$ by ?is section7 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca74 7b7 ,program ,"p ,,ii ( ! ,f$]al ,p[] ,act is am5d$ by add+ aft] section #bbc 7#af ,u4,s4,c4 #hbdw7 ! foll[+3 #bbd4 ,clean electricity p]=mance program 7a7 ,e/abli%m5t ( program ,n lat] ?an #a ye> aft] ! date ( enactm5t ( ?is section1 ! ,secret>y %all e/abli% a program to-- 7#a7 issue grants = ea* ( cal5d> ye>s #bjbc ?r\gh #bjcj to eligible electricity suppli]s 9 accordance ) ?is section2 & 7#b7 collect paym5ts = ea* ( cal5d> ye>s #bjbc ?r\gh #bjcj f eligible electricity suppli]s 9 accordance ) ?is section4 7b7 ,grants to eligible electricity suppli]s 7#a7 ,eligibility = grants 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 an eligible electricity suppli] %all be eligible = a grant "u ?is section = a p]=mance ye> if ! c]tifi$ clean electricity p]c5tage ( ! eligible electricity suppli] = t p]=mance ye> is increas$ by at lea/ #d p]c5tage po9ts f ! great] (-- 7i7 ! highe/ c]tifi$ clean electricity p]c5tage ( ! eligible electricity suppli] = any ye> prior to t p]=mance ye>2 or 7ii7 ! basel9e clean electricity p]c5tage ( ! eligible electricity suppli]4 7,b7 ,adju/m5t ,) respect to a p]=mance ye> 9 :i* an eligible electricity suppli] submitt$ a paym5t "u ?is section = ! ye> prior to t p]=mance ye>1 ! eligible electricity suppli] %all be eligible = a grant "u ?is section if ! c]tifi$ clean electricity p]c5tage ( ! eligible electricity suppli] = t p]=mance ye> is increas$ by at lea/-- 7i7 ! numb] ( p]c5tage po9ts describ$ 9 subp>agraph 7,a72 plus 7ii7 ! numb] ( p]c5tage po9ts t equals ! sum describ$ 9 subsection 7c77#b77;,b7 = ! ye> = :i* ! paym5t 0 submitt$4 7#b7 ,grant calculation ,except z provid$ 9 subsection 7d71 ! ,secret>y %all issue to an eligible electricity suppli] a grant "u ?is section = a p]=mance ye> 9 an am\nt equal to #aej = ea* megawatt-h\r ( qualifi$ clean electricity validly claim$ by ! eligible electricity suppli] "u subsection 7e77#a77;,a77i7 = t p]=mance ye> t exce$s ! sum (-- 7,a7 ! product obta9$ by multiply+-- 7i7 ! total load ( ! eligible electricity suppli] = t p]=mance ye>2 & 7ii7 #j4jae2 & 7,b7 ! great] (-- 7i7 ! l>ge/ quantity ( megawatt-h\rs ( qualifi$ clean electricity claim$ by ! eligible electricity suppli] "u subsection 7e77#a77;,a77i7 = any ye> prior to t p]=mance ye>2 or 7ii7 ! quantity ( megawatt-h\rs repres5t$ by ! basel9e clean electricity p]c5tage ( ! eligible electricity suppli]4 7#c7 ,initial grants ,9 calculat+ a grant = p]=mance ye> #bjbc1 ! product describ$ 9 p>agraph 7#b77;,a7 %all be obta9$ by sub/itut+ #j4jbe = #j4jae4 7c7 ,paym5ts 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#c7 & subsection 7d71 ! ,secret>y %all collect a paym5t = a p]=mance ye> 9 accordance ) ?is subsection f ea* eligible electricity suppli] t does n h a c]tifi$ clean electricity p]c5tage = t p]=mance ye> t is increas$ by at lea/ #d p]c5tage po9ts above ! great] (-- 7,a7 ! highe/ c]tifi$ clean electricity p]c5tage ( ! eligible electricity suppli] f any ye> prior to t p]=mance ye>2 or 7,b7 ! basel9e clean electricity p]c5tage ( ! eligible electricity suppli]4 7#b7 ,paym5t calculation ,= ea* eligible electricity suppli]1 ! paym5t describ$ 9 p>agraph 7#a7 %all be equal to ! doll> am\nt t is ! product obta9$ by multiply+-- 7,a7 #dj2 & 7,b7 ! quantity ( megawatt-h\rs t repres5ts ! p]c5tage ( ! total electricity load ( ! eligible electricity suppli] = ! p]=mance ye> t is repres5t$ by ! numb] t equals ! sum (-- 7i7 #d2 plus 7ii7 ! numb] t is equal to-- 7,i7 ! great] (-- 7aa7 ! highe/ c]tifi$ clean electricity p]c5tage ( ! eligible electricity suppli] = any ye> prior to t p]=mance ye>2 or 7bb7 ! basel9e clean electricity p]c5tage ( ! eligible electricity suppli]2 m9us 7,,ii7 ! c]tifi$ clean electricity p]c5tage ( ! eligible electricity suppli] = t p]=mance ye>4 7#c7 ,exception ,! ,secret>y %all n collect a paym5t = a p]=mance ye> f an eligible electricity suppli] t has a c]tifi$ clean electricity p]c5tage = t p]=mance ye> t is #he p]c5t or great]1 subject to ! condition t ! c]tifi$ clean electricity p]c5tage ( ! eligible electricity suppli] = t p]=mance ye> is n less ?an ! c]tifi$ clean electricity p]c5tage ( ! eligible electricity suppli] = ! ye> prior to t p]=mance ye>4 7#d7 ,deadl9e ,! ,secret>y %all collect a paym5t "u ?is section f an eligible electricity suppli] n lat] ?an #f mon?s aft] ! date on :i* ! eligible electricity suppli] submits ! applicable c]tification "u subsection 7e77#a77;,a77i74 7#e7 ,re/riction ,an eligible electricity suppli] may n recov] ! co/ ( a paym5t submitt$ "u ?is section f any p]son o!r ?an ! %>ehold]s or own]s ( ! eligible electricity suppli]4 7d7 ,def]ral ( grants & paym5ts 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 ) respect to any ( cal5d> ye>s #bjbc ?r\gh #bjbi1 an eligible electricity suppli] may elect to def] a grant or a paym5t = ! cal5d> ye>1 & %all notify ! ,secret>y ( su* election at su* "t & 9 su* =m z ! ,secret>y requires4 7#b7 ,limitation ,an eligible electricity suppli] may n make an election describ$ 9 p>agraph 7#a7 = a cal5d> ye> if ! eligible electricity suppli] made t election = ! prec$+ #b cal5d> ye>s4 7#c7 ,grant or paym5t foll[+ def]ral 7,a7 ,eligibility ,an eligible electricity suppli] mak+ an election "u ?is subsection %all be eligible = a grant1 or %all submit a paym5t1 = a p]=mance ye> foll[+ a def]r$ ye> bas$ on :e!r its c]tifi$ clean electricity p]c5tage increas$1 on av]age1 by #d or m p]c5tage po9ts 9 t p]=mance ye> & ea* consecutive def]r$ ye> imm$iately prec$+ t p]=mance ye>4 7,b7 ,am\nts ,! am\nt ( a grant or paym5t pursuant to ?is subsection %all be bas$ on ! calculations set =? 9 subsections 7b7 & 7c71 respectively1 adju/$ to acc\nt = ! p]=mance ye> & ea* def]r$ ye>4 7e7 ,requirem5ts 7#a7 ,conditions ,9 ea* ( cal5d> ye>s #bjbd ?r\gh #bjca1 ea* eligible electricity suppli]-- 7,a7 %all submit to ! ,secret>y1 by a date det]m9$ by ! ,secret>y 7b n lat] ?an ,june #a7-- 7i7 a p]=mance c]tification = ! prec$+ cal5d> ye>1 us+ su* me?ods & subject to su* audit provisions z ! ,secret>y det]m9es appropriate1 (-- 7,i7 ! total electricity load ( ! eligible electricity suppli] 9 su* prec$+ cal5d> ye>2 7,,ii7 ! quantity ( megawatt-h\rs ( qualifi$ clean electricity t ! eligible electricity suppli] claims = su* prec$+ cal5d> ye> = purposes ( ?is section2 & 7,,iii7 ! p]c5tage ( ! total electricity load c]tifi$ "u subclause 7,i7 t is qualifi$ clean electricity claim$ "u subclause 7,,ii72 7ii7 a writt5 assurance t ! eligible electricity suppli] w promptly report to any applicable commission1 bo>d1 or gov]nance body t regulates ! eligible electricity suppli] any grant receiv$ or paym5t submitt$ by ! eligible electricity suppli] "u ?is section2 & 7iii7 a compliance c]tification t ! eligible electricity suppli] has compli$1 ) respect to ea* grant receiv$ or paym5t submitt$ by ! eligible electricity suppli] "u ?is section1 z applicable1 )-- 7,i7 all writt5 assurances submitt$ "u ?is section2 7,,ii7 ! requirem5ts ( p>agraph 7#c72 & 7,,iii7 requirem5ts e/abli%$ by ! ,secret>y to ensure ! f9ancial integrity ( grants issu$ & paym5ts collect$ "u ?is section2 & 7,b7 may n receive a grant "u ?is section = a p]=mance ye> unless ! eligible electricity suppli]-- 7i7 complies ) subp>agraph 7,a7 ) respect to t p]=mance ye>2 & 7ii7 submits to ! ,secret>y1 = t p]=mance ye>1 a writt5 assurance 9 accordance ) section #hjc7;b77#c7 ( ! ,en]gy ,indep5d5ce & ,security ,act 7#db ,u4,s4,c4 #agbhb7;b77#c77 7= purposes ( :i* any ref]5ce to a grant "u t section %all be consid]$ to be a ref]5ce to a grant "u ?is section74 7#b7 ,basel9e ,ea* eligible electricity suppli]1 includ+ ea* new eligible electricity suppli]1 %all provide suffici5t in=mation to ! ,secret>y1 z det]m9$ by ! ,secret>y1 to e/abli% its basel9e clean electricity p]c5tage4 7#c7 ,use ( funds ,an eligible electricity suppli] %all use a grant receiv$ "u ?is section exclusively = ! b5efit ( ! ratepay]s ( ! eligible electricity suppli]1 includ+ direct bill assi/ance to ratepay]s1 inve/m5ts 9 qualifi$ clean electricity & en]gy effici5cy1 & work] ret5tion4 7f7 ,def9itions ,9 ?is section3 7#a7 ,basel9e clean electricity p]c5tage 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 ! t]m basel9e clean electricity p]c5tage means1 ) respect to an eligible electricity suppli]1 ! av]age p]c5tage ( ! total electricity load ( ! eligible electricity suppli] = cal5d> ye>s #bjai & #bjbj t is repres5t$ by1 z det]m9$ by ! ,secret>y-- 7i7 ! av]age clean electricity p]c5tage ( ! eligible electricity suppli] = su* cal5d> ye>s2 & 7ii7 a %>e ( any unallocat$ qualifi$ clean electricity = su* cal5d> ye>s4 7,b7 ,new eligible electricity suppli]s ,) respect to a new eligible electricity suppli]1 ! t]m basel9e clean electricity p]c5tage means ! prevail+ av]age clean electricity p]c5tage ( comp>able eligible electricity suppli]s 9 ! area 9 :i* ! new eligible electricity suppli] provides end-use electricity cu/om]s ) electricity1 z det]m9$ by ! ,secret>y4 7#b7 ,c>bon dioxide equival5t emissions ,! t]m c>bon dioxide equival5t emissions means1 ) respect to a gre5h\se gas1 ! numb] ( metric tons ( c>bon dioxide emissions ) ! same global w>m+ pot5tial ov] a #bj-ye> p]iod z #a metric ton ( emissions ( ! gre5h\se gas1 z det]m9$ by ! ,secret>y1 tak+ into consid]ation relevant me?ods & in=mation describ$ 9 assessm5t reports prep>$ by ! ,int]gov]nm5tal ,panel on ,climate ,*ange4 7#c7 ,c>bon int5sity ,! t]m c>bon int5sity means ! c>bon dioxide equival5t emissions releas$ into ! atmosph]e f ! g5]ation ( #a megawatt-h\r ( electricity by an electric g5]at+ unit1 z det]m9$ by ! ,secret>y4 7#d7 ,c]tifi$ clean electricity p]c5tage ,! t]m c]tifi$ clean electricity p]c5tage means1 ) respect to an eligible electricity suppli]1 ! p]c5tage c]tifi$ by ! eligible electricity suppli] "u subsection 7e77#a77;,a77i77,,iii71 :i* may only include qualifi$ clean electricity ) respect to :i* ! eligible electricity suppli] holds ! exclusive rights to ! qualify+ attributes4 7#e7 ,clean electricity p]c5tage ,! t]m clean electricity p]c5tage means1 ) respect to an eligible electricity suppli]1 ! p]c5tage ( ! total electricity load ( ! eligible electricity suppli] t is qualifi$ clean electricity1 ) respect to :i* ! eligible electricity suppli] holds ! exclusive rights to ! qualify+ attributes4 7#f7 ,eligible electricity suppli] ,! t]m eligible electricity suppli] means1 not)/&+ section #bja7;b77#a71 any entity )9 ! ,unit$ ,/ates1 includ+ an entity describ$ 9 section #bja7;f71 t-- 7,a7 provides end-use electricity cu/om]s ) electricity2 & 7,b7 is grant$ ! au?ority or has an obligation pursuant to ,f$]al1 ,/ate1 or local law or regulation to provide electricity to end-use electricity cu/om]s4 7#g7 ,new eligible electricity suppli] ,! t]m new eligible electricity suppli] means an eligible electricity suppli] t did n provide electricity to end-use electricity cu/om]s 9 bo? ( cal5d> ye>s #bjai & #bjbj4 7#h7 ,p]=mance ye> ,! t]m p]=mance ye> means ! cal5d> ye> = :i* a c]tification 0 submitt$ "u subsection 7e77#a77;,a77i74 7#i7 ,qualifi$ clean electricity ,! t]m qualifi$ clean electricity means electricity g5]at$ by an electric g5]at+ unit1 or te*nology type or class !re(1 t has a c>bon int5sity t is n m ?an #j4aj4 7#aj7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,en]gy4 7#aa7 ,total electricity load ,! t]m total electricity load means1 ) respect to an eligible electricity suppli]1 ! total quantity1 9 megawatt-h\rs1 ( electricity provid$ by ! eligible electricity suppli] to end-use electricity cu/om]s 9 a cal5d> ye>4 4 #b ,resid5tial ,effici5cy & ,electrification ,rebates #cjdba4 ,home en]gy p]=mance-bas$1 :ole-h\se rebates & tra9+ grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy 7ref]r$ to 9 ?is section z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #i1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to in/itute guidel9es = ,/ate en]gy (fices to provide rebates to home[n]s & aggregators = :ole-h\se en]gy sav+ retr(its z au?oriz$ "u section #cfb ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb71 :i* %all be made available z foll[s3 7#a7 ,home on-l9e p]=mance-bas$ en]gy effici5cy 7,,hope7 contractor tra9+ grants 7,a7 ,9 g5]al #ejj1jjj1jjj %all be available = ! ,secret>y to aw>d grants to ,/ates ?r\gh ! ,/ate ,en]gy ,program1 :i* %all p>tn] ) nonpr(it organizations to fund qualify+ programs describ$ 9 subp>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 p>agraph 7#b74 7,b7 ,qualify+ programs ,= ! purposes ( ?is p>agraph1 qualify+ programs are programs t-- 7i7 provide ! equival5t ( at lea/ #cj h\rs 9 total c\rse "t2 7ii7 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 7iii7 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 7iv7 h e/abli%$ le>n+ objectives2 7v7 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 & 7vi7 include tra9+ relat$ to-- 7,i7 contractor c]tification2 7,,ii7 en]gy audit+ or assessm5t2 7,,iii7 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 7,,iv7 insulation in/allation & air leakage control2 7,v7 heal? & safety reg>d+ ! in/allation ( en]gy effici5cy measures or heal? & safety impacts associat$ ) en]gy effici5cy retr(its2 7,,vi7 indoor air quality2 7,,vii7 en]gy effici5cy retr(its 9 manufactur$ h\s+2 & 7,,viii7 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 p>agraph to adm9i/] a qualify+ program describ$ 9 subp>agraph 7,b71 includ+ = ! conduct ( design & op]ations activities4 7,d7 ,t]ms & conditions 7i7 ,eligible use ( funds ,( ! am\nts made available to a ,/ate "u ?is p>agraph1 #he p]c5t %all be us$ by ! ,/ate-- 7,i7 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 7,,ii7 to reimburse ! contractor company = tra9+ co/s = employees2 7,,iii7 to provide any home te*nology support ne$$ = an employee to receive tra9+ pursuant to ?is section2 & 7,,iv7 to support wages ( employees dur+ tra9+4 7ii7 ,tim+ ( obligations ,am\nts made available "u ?is p>agraph %all be us$1 z necess>y1 to cov] or reimburse all[able co/s incurr$ aft] ! date ( enactm5t ( ?is ,act4 7iii7 ,unobligat$ am\nts ,am\nts made available "u ?is p>agraph :i* are n accept$1 are volunt>ily return$1 or o!rwise recaptur$ = any reason %all be us$ to fund grants "u p>agraph 7#b74 7#b7 ,home own] manag+ en]gy sav+s 7,,homes7 rebates 7,a7 ,9 g5]al #ie p]c5t ( am\nts made available "u ?is section %all be available to ! ,secret>y to aw>d grants to ,/ate en]gy (fices to e/abli% ,home ,own] ,manag+ ,en]gy ,sav+s 7,,homes7 ,rebate ,programs ?r\gh ! ,/ate ,en]gy ,program "u "p ,b ( title ,,iii ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fbia et seq471 9 accordance ) ! =mula = ! ,/ate ,en]gy ,program 9 effect on ,janu>y #a1 #bjba4 7,b7 ,coord9ation ,9 c>ry+ out ?is section1 ! ,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$uctions & h\sehold en]gy & co/s sav+s4 7,c7 ,application ,9 ord] to receive a grant "u ?is section a ,/ate %all submit to ! ,secret>y an application t includes a plan to implem5t a qualify+ ,/ate program t includes-- 7i7 a plan to ensure t ea* home en]gy effici5cy retr(it "u ! program-- 7,i7 is complet$ by a contractor :o meets m9imum tra9+ requirem5ts1 c]tification requirem5ts1 & o!r requirem5ts e/abli%$ by ! ,secret>y2 & 7,,ii7 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 7ii7 a plan-- 7,i7 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 7,,ii7 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 & 7,,iii7 to value sav+s bas$ on "t1 location1 or gre5h\se gas emissions2 7iii7 proc$ures = a home[n] to transf] ! "r to claim a rebate to ! contractor p]=m+ ! applicable home en]gy effici5cy retr(it or to an aggregator1 if ! ,/ate program w utilize aggregators2 7iv7 if ! ,/ate program w utilize aggregators to facilitate deliv]y ( rebates to home[n]s or contractors1 requirem5ts = an entity to be eligible to s]ve z an aggregator2 7v7 quality monitor+ to ensure t ea* in/allation t receives a rebate is docum5t$ 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 & 7vi7 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 section1 #he p]c5t %all be us$ to provide ,home ,own] ,manag+ ,en]gy ,sav+s 7,,homes7 ,rebates to-- 7i7 individuals & aggregators = ! en]gy effici5cy upgrades ( s+le-family homes ( n m ?an #d units-- 7,i7 #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 7,,ii7 #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 7,,iii7 = 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 7ii7 multifamily build+ own]s & aggregators = ! en]gy effici5cy upgrades ( multifamily build+s-- 7,i7 #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 7,,ii7 #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 7,,iii7 = 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 7iii7 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$ian income z publi%$ by ! ,dep>tm5t ( ,h\s+ & ,urban ,developm5t-- 7,i7 #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 7,,ii7 #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 7,,iii7 = 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 section %all be us$ = ! purposes ( ea* ( clauses 7i71 7ii71 & 7iii7 ( subp>agraph 7,d74 7,f7 ,eligibility ( c]ta9 appliances ,9 calculat+ total en]gy sav+s = s+le family or multifamily homes "u ?is section1 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 p>agraph %all be exp5d$ = plann+ & managem5t developm5t & adm9i/ration4 7,h7 ,te*nical assi/ance ,am\nts made available "u ?is p>agraph %all be us$ = s+le family1 multifamily1 & manufactur$ h\s+ rebates & ! ,secret>y %all1 9 consultation ) ,/ates1 contractors1 & o!r 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 7#db ,u4,s4,c4 #aehba7 7z am5d$ by section #cjdbb ( ?is subtitle7 may be us$ 9 conjunction ) ! funds made available "u ?is section4 7b7 ,def9itions ,9 ?is section3 7#a7 ,aggregator ,! t]m aggregator means a gas utility1 electric utility1 or comm]cial1 nonpr(it1 or 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 7a77#b74 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 7a77#b74 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>4 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+ ) #e or m dwell+ units4 7#h7 ,/ate en]gy (fice ,! t]m ,/ate en]gy (fice means ! ,/ate ag5cy responsible = develop+ ,/ate en]gy cons]vation plans "u section #cfb ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb74 7#i7 ,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 #cjdbb4 ,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$1 #c1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ?is section1 includ+ to provide rebates "u ?is section1 ( :i* ! ,secret>y-- 7,a7 may use n m ?an #e1jjj1jjj = community & consum] education & outrea* relat$ to ?is section2 & 7,b7 %all use n m ?an #cjj1jjj1jjj-- 7i7 to adm9i/] ?is section2 & 7ii7 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$1 #e1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 =-- 7,a7 rebates "u ?is section relat+ to qualifi$ 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 ,/ate1 ! ,di/rict ( ,columbia1 or a t]ritory ( ! ,unit$ ,/ates2 & 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$2 or 7,b7 t is l[-income 7z def9$ 9 section #dab ( ! ,en]gy ,cons]vation & ,production ,act 7#db ,u4,s4,c4 #fhfb774 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 home4 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 ,tribal community ,! t]m ,tribal community means a ,tribal tract or ,tribal block gr\p4 7#ae7 ,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 #c ,build+ ,effici5cy & ,resili5ce #cjdca4 ,wea!rization assi/ance program 7a7 ,9 g5]al ,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$1 #c1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out activities "u "p ,a ( title ,,iv ( ! ,en]gy ,cons]vation & ,production ,act 7#db ,u4,s4,c4 #fhfa ?r\gh #fhgb74 7b7 ,f9ancial assi/ance = ,,wap enhancem5t & innovation ,not)/&+ subsections 7j7 & 7k7 ( section #dad;,d ( ! ,en]gy ,cons]vation & ,production ,act 7#db ,u4,s4,c4 #fhfd;d7j7 & 7k771 ! ,secret>y %all use #hej1jjj1jjj ( ! am\nt made available "u subsection 7a7 ( ?is section to aw>d f9ancial assi/ance "u su* section #dad;,d1 includ+ f9ancial assi/ance to implem5t measures to make dwell+ units t are occupi$ by l[-income p]sons wea!rization-ready4 7c7 ,av]age co/ p] dwell+ unit ,section #dae7;c7 ( ! ,en]gy ,cons]vation & ,production ,act 7#db ,u4,s4,c4 #fhfe7;c77 is am5d$-- 7#a7 9 p>agraph 7#a71 by /rik+ #f1ejj & ins]t+ #ab1jjj2 & 7#b7 9 p>agraph 7#d71 by /rik+ #c1jjj & ins]t+ #f1jjj4 #cjdcb4 ,critical facility mod]nization 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out a program "u :i* ! ,secret>y ( ,en]gy provides funds to ,/ates to be us$ 9 accordance ) subsection 7c74 7b7 ,allocation ( funds ,! ,secret>y ( ,en]gy %all allocate funds made available "u subsection 7a7 to ,/ates 9 accordance ) ! =mula us$ to allocate ,f$]al f9ancial assi/ance grant$ pursuant to section #cfc ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbc7 7z ( ,janu>y #a1 #bjba71 except t no mat*+ requirem5t %all apply4 7c7 ,use ( funds 7#a7 ,9 g5]al ,a ,/ate t receives funds "u ?is section %all use su* funds to-- 7,a7 provide te*nical assi/ance = c>ry+ out a cov]$ project2 7,b7 facilitate c>ry+ out a cov]$ project1 includ+ by provid+ a grant1 loan1 or o!r f9ancial assi/ance to ano!r entity2 7,c7 c>ry out a cov]$ project2 or 7,d7 pay = any adm9i/rative exp5ses relat$ to any activity describ$ 9 subp>agraphs 7,a7 ?r\gh 7,c74 7#b7 ,limit on te*nical assi/ance ,a ,/ate t receives funds "u ?is section may n use m ?an #aj p]c5t ( su* funds to provide te*nical assi/ance "u p>agraph 7#a77;,a7 relat$ to ! developm5t1 facilitation1 managem5t1 ov]sight1 or measurem5t ( results ( cov]$ projects4 7d7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ project ,! t]m cov]$ project means a build+ project at an eligible facility t-- 7,a7 increases-- 7i7 ! resili5cy ( an eligible facility1 :i* includes-- 7,i7 mak+ improvem5ts to public heal? & safety2 7,,ii7 mitigat+ p[] outages2 7,,iii7 h>d5+ aga9/ natural disa/]s2 7,,iv7 improv+ indoor air quality2 & 7,v7 mak+ any modifications necessitat$ by ! ,,covid-#ai p&emic2 7ii7 en]gy effici5cy2 7iii7 ! use ( r5ewable en]gy2 or 7iv7 grid integration2 & 7,b7 may include a comb9$ heat & p[]1 microgrid1 or en]gy /orage compon5t4 7#b7 ,eligible facility ,! t]m eligible facility means any public or nonpr(it build+1 z det]m9$ by ! ,secret>y1 includ+-- 7,a7 a public s*ool1 includ+ an elem5t>y s*ool & a second>y s*ool2 7,b7 a facility us$ to op]ate an e>ly *ildhood education program2 7,c7 ! facilities ( a local educational ag5cy2 7,d7 a m$ical facility2 7,e7 a local or ,/ate gov]nm5t build+2 7,f7 a community facility2 7,g7 a public safety facility2 7,h7 a day c>e c5t]2 7,i7 an in/itution ( high] education2 7,j7 a public libr>y2 & 7,k7 a wa/ewat] treatm5t facility4 7#c7 ,public or nonpr(it build+ ,! t]m public or nonpr(it build+ means a public or nonpr(it build+ describ$ 9 section #cfb7;d77#e77;,b7 ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb7;d77#e77;,b774 7#d7 ,/ate ,! t]m ,/ate has ! mean+ giv5 ! t]m 9 section #c ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fbjb74 #cjdcc4 ,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$1 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out activities "u "p ,d ( title ,,iii ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcba ?r\gh #fcbf71 ( :i*-- 7#a7 #ajj1jjj1jjj1 %all be = grants to assi/ ,/ates1 & units ( local gov]nm5t t h au?ority to adopt build+ codes1 to-- 7,a7 adopt-- 7i7 a build+ en]gy code 7or codes7 = resid5tial build+s t meets or exce$s ! #bjba ,int]national ,en]gy ,cons]vation ,code1 or a*ieves equival5t or great] en]gy sav+s2 7ii7 a build+ en]gy code 7or codes7 = comm]cial build+s t meets or exce$s ! ,,ansi_/,,a%rae_/,,ies ,/&>d #ij4a-bjai1 or a*ieves equival5t or great] en]gy sav+s2 or 7iii7 any comb9ation ( build+ en]gy codes describ$ 9 clause 7i7 or 7ii72 & 7,b7 implem5t a plan = ! jurisdiction to a*ieve full compliance ) any build+ en]gy code adopt$ "u subp>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>2 & 7#b7 #bjj1jjj1jjj1 %all be = 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 subp>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 7b7 ,/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 7c7 ,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 #d ,z]o ,emissions ,vehicle ,infra/ructure ,build\t #cjdda4 ,def9itions ,9 ?is "p3 7#a7 ,electric vehicle ,! t]m electric vehicle means a vehicle t d]ives all or "p ( its p[] f electricity4 7#b7 ,electric vehicle supply equipm5t ,! t]m electric vehicle supply equipm5t means any conductors1 includ+ ungr\nd$1 gr\nd$1 & equipm5t gr\nd+ conductors1 electric vehicle connectors1 atta*m5t plugs1 & all o!r fitt+s1 devices1 p[] outlets1 electrical equipm5t1 (f-grid *>g+ in/allations1 or app>atuses in/all$ specifically = ! purpose ( deliv]+ en]gy to an electric vehicle or to a batt]y int5d$ to be us$ 9 an electric vehicle4 7#c7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,en]gy4 #cjddb4 ,electric vehicle supply equipm5t rebate 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$1 #b1jjj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to e/abli% & c>ry out a rebate program to provide rebates to eligible entities = cov]$ exp5ses associat$ ) electric vehicle supply equipm5t locat$ at workplaces1 multi-unit h\s+ /ructures1 & publicly accessible locations4 7b7 ,rebate program requirem5ts 7#a7 ,eligible equipm5t & locations 7,a7 ,9 g5]al ,n lat] ?an #ahj days aft] ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y %all publi% & ma9ta9 on ! ,dep>tm5t ( ,en]gy int]net website a li/ ( electric vehicle supply equipm5t t is eligible = ! rebate program4 ,su* li/ may include te*nical specifications & requirem5ts = su* electric vehicle supply equipm5t to enhance safety1 cyb]security1 p]=mance1 accessibility1 & alignm5t ) relevant codes & /&>ds1 z det]m9$ appropriate by ! ,secret>y4 7,b7 ,location requirem5t ,an eligible entity may receive a rebate "u ! rebate program only if ! electric vehicle supply equipm5t includ$ on ! li/ publi%$ "u subp>agraph 7,a7 is in/all$-- 7i7 9 ! ,unit$ ,/ates2 7ii7 on prop]ty-- 7,i7 own$ by ! eligible entity2 or 7,,ii7 on :i* ! eligible entity has au?ority to in/all electric vehicle supply equipm5t2 & 7iii7 at a location t is-- 7,i7 a multi-unit h\s+ /ructure2 7,,ii7 a workplace1 & available to employees ( su* workplace or employees ( a ne>by workplace2 or 7,,iii7 publicly accessible1 includ+ a publicly accessible comm]cial location4 7,c7 ,public accessibility ,= electric vehicle supply equipm5t n locat$ at a multi-unit h\s+ /ructure or a workplace1 an eligible entity may receive a rebate "u ! rebate program only if ! in/all$ electric vehicle supply equipm5t is-- 7i7 publicly accessible = a m9imum ( #ab h\rs p] day at lea/ #e days p] week2 & 7ii7 network$ or o!rwise capable ( be+ monitor$ remotely4 7#b7 ,application ,9 ord] to receive a rebate "u ! rebate program1 an eligible entity %all submit to ! ,secret>y an application4 ,su* application %all include-- 7,a7 ! e/imat$ co/ ( cov]$ exp5ses to be exp5d$ on ! electric vehicle supply equipm5t t is eligible "u p>agraph 7#a72 7,b7 ! e/imat$ in/allation co/ ( ! electric vehicle supply equipm5t t is eligible "u p>agraph 7#a72 7,c7 ! global position+ sy/em location1 includ+ ! integ] numb] ( degrees1 m9utes1 & seconds1 ( :]e su* electric vehicle supply equipm5t is to be in/all$1 & id5tification ( :e!r su* location is-- 7i7 a multi-unit h\s+ /ructure2 7ii7 a workplace2 or 7iii7 publicly accessible1 includ+ a publicly accessible comm]cial location1 9 accordance ) p>agraph 7#a77;,c72 7,d7 ! te*nical specifications ( su* electric vehicle supply equipm5t1 includ+ ! maximum p[] voltage & amp]age ( su* equipm5t2 7,e7 an assessm5t ( ! electrical capacity at ! location :]e su* electric vehicle supply equipm5t is to be in/all$1 &1 z necess>y1 pro( ( communication ) ! electric utility t w s]ve ! electric vehicle supply equipm5t to be in/all$2 & 7,f7 any o!r in=mation det]m9$ by ! ,secret>y to be necess>y = a complete application4 7#c7 ,fund+ set-asides ,ea* fiscal ye>1 ! ,secret>y may set aside an am\nt ( fund+ "u ! rebate program to ensure1 to ! ext5t possible giv5 ! applications meet+ ! requirem5ts ( ! rebate program submitt$1 rebates are di/ribut$-- 7,a7 to individuals & small bus9esses1 z det]m9$ by ! ,secret>y2 & 7,b7 = electric vehicle supply equipm5t-- 7i7 locat$ 9 rural communities1 z det]m9$ by ! ,secret>y2 & 7ii7 locat$ 9 l[-income & disadvantag$ communities1 z det]m9$ by ! ,secret>y4 7#d7 ,rebate am\nt 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 ! am\nt ( a rebate made "u ! rebate program = new electric vehicle supply equipm5t at a location %all be ! less] (-- 7i7 #ge p]c5t ( ! applicable cov]$ exp5ses2 7ii7 #a1jjj = cov]$ exp5ses associat$ ) ! pur*ase & in/allation ( non-network$ level #b *>g+ equipm5t2 7iii7 #d1jjj = cov]$ exp5ses associat$ ) ! pur*ase & in/allation ( network$ level #b *>g+ equipm5t2 or 7iv7 #ajj1jjj = cov]$ exp5ses associat$ ) ! pur*ase & in/allation ( network$ direct curr5t fa/ *>g+ equipm5t4 7,b7 ,rebate am\nt = replacem5t equipm5t ,! am\nt ( a rebate made "u ! rebate program = replacem5t ( pre-exi/+ electric vehicle supply equipm5t ( simil> specifications at a location %all be ! less] (-- 7i7 #ge p]c5t ( ! applicable cov]$ exp5ses2 7ii7 #ejj = cov]$ exp5ses associat$ ) ! pur*ase & in/allation ( non-network$ level #b *>g+ equipm5t2 7iii7 #b1jjj = cov]$ exp5ses associat$ ) ! pur*ase & in/allation ( network$ level #b *>g+ equipm5t2 or 7iv7 #ce1jjj = cov]$ exp5ses associat$ ) ! pur*ase & in/allation ( network$ direct curr5t fa/ *>g+ equipm5t4 7#e7 ,disbursem5t ( rebate 7,a7 ,mat]ials requir$ = disbursem5t ( rebate ,be=e a rebate may be disburs$ to an eligible entity1 su* eligible entity %all submit to ! ,secret>y-- 7i7 a record ( paym5t = cov]$ exp5ses exp5d$ on ! in/allation ( ! electric vehicle supply equipm5t t is eligible "u p>agraph 7#a72 7ii7 a record ( paym5t = ! electric vehicle supply equipm5t t is eligible "u p>agraph 7#a72 7iii7 ! global position+ sy/em location1 includ+ ! integ] numb] ( degrees1 m9utes1 & seconds1 ( :]e su* electric vehicle supply equipm5t 0 in/all$ & id5tification ( :e!r su* location is-- 7,i7 a multi-unit h\s+ /ructure2 7,,ii7 a workplace2 or 7,,iii7 publicly accessible1 includ+ a publicly accessible comm]cial location1 9 accordance ) p>agraph 7#a77;,c72 7iv7 ! te*nical specifications ( ! electric vehicle supply equipm5t t is eligible "u p>agraph 7#a71 includ+ ! maximum p[] voltage & amp]age ( su* equipm5t2 & 7v7 any o!r in=mation det]m9$ by ! ,secret>y to be necess>y4 7,b7 ,agreem5t to ma9ta9 ,to be eligible = a rebate "u ! rebate program1 an eligible entity %all ent] into an agreem5t ) ! ,secret>y to ma9ta9 ! electric vehicle supply equipm5t t is eligible "u p>agraph 7#a7 9 a satisfactory mann]1 & at ! location /at$ 9 ! application or 9 ! mat]ials submitt$ "u subp>agraph 7,a71 z applicable1 = n few] ?an #e ye>s aft] ! date on :i* ! eligible entity receives ! rebate "u ! rebate program4 7,c7 ,exception ,! ,secret>y may decl9e to disburse a rebate "u ! rebate program if mat]ials submitt$ "u subp>agraph 7,a7 v>y significantly1 z det]m9$ by ! ,secret>y1 f ! global position+ sy/em location & te*nical specifications = ! electric vehicle supply equipm5t t is eligible "u p>agraph 7#a7 provid$ 9 an application "u p>agraph 7#b74 7#f7 ,multi-port *>g]s ,an eligible entity %all be aw>d$ a rebate "u ! rebate program = cov]$ exp5ses relat+ to ! pur*ase & in/allation ( a multi-port *>g] bas$ on ! numb] ( publicly accessible *>g+ ports1 ) ea* subsequ5t port aft] ! fir/ port be+ eligible = #ge p]c5t ( ! full rebate am\nt4 7#g7 ,hydrog5 fuel cell refuel+ equipm5t ,hydrog5 fuel cell refuel+ equipm5t %all be eligible = a rebate "u ! rebate program z ?\gh x 7 network$ direct curr5t fa/ *>g+ equipm5t1 & all applicable requirem5ts relat$ to su* equipm5t %all apply4 7#h7 ,network$ direct curr5t fa/ *>g+ ,( am\nts appropriat$ to c>ry out ! rebate program1 n m ?an #dj p]c5t may be us$ = rebates ( network$ direct curr5t fa/ *>g+ equipm5t or hydrog5 fuel cell refuel+ equipm5t4 7c7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ exp5ses ,! t]m cov]$ exp5ses means an exp5se t is associat$ ) ! pur*ase & in/allation ( electric vehicle supply equipm5t1 includ+-- 7,a7 ! co/ ( electric vehicle supply equipm5t2 7,b7 labor co/s associat$ ) ! in/allation ( su* electric vehicle supply equipm5t2 7,c7 mat]ial co/s associat$ ) ! in/allation ( su* electric vehicle supply equipm5t1 includ+ exp5ses borne by rebate recipi5ts = electrical equipm5t & necess>y upgrades or modifications to ! electrical grid & associat$ infra/ructure requir$ = ! in/allation ( su* electric vehicle supply equipm5t2 7,d7 p]mit co/s associat$ ) ! in/allation ( su* electric vehicle supply equipm5t2 & 7,e7 ! co/ ( an on-site en]gy /orage sy/em t supports electrical load balanc+ or o!rwise improves ! p]=mance ( su* electric vehicle supply equipm5t4 7#b7 ,eligible entity ,! t]m eligible entity means an individual1 a ,/ate1 local1 ,tribal1 or ,t]ritorial gov]nm5t1 a private entity1 a n-=-pr(it entity1 a nonpr(it entity1 or a metropolitan plann+ organization4 7#c7 ,level #b *>g+ equipm5t ,! t]m level #b *>g+ equipm5t means electric vehicle supply equipm5t t provides an alt]nat+ curr5t p[] s\rce at a m9imum ( #bjh volts4 7#d7 ,multi-port *>g] ,! t]m multi-port *>g] means electric vehicle *>g+ unit capable ( *>g+ m ?an "o electric vehicle simultane\sly4 7#e7 ,network$ direct curr5t fa/ *>g+ equipm5t ,! t]m network$ direct curr5t fa/ *>g+ 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 data collection & access4 7#f7 ,rebate program ,! t]m rebate program means ! rebate program e/abli%$ "u subsection 7a74 #cjddc4 ,electric vehicle *>g+ equity 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$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to c>ry out ?is section4 7b7 ,program ,! ,secret>y %all use am\nts made available "u subsection 7a7 to e/abli% & c>ry out a program1 to be kn[n z ! ,,ev ,*>g+ ,equity ,program1 to-- 7#a7 provide te*nical assi/ance to eligible entities describ$ 9 subsection 7f72 7#b7 aw>d grants on a competitive basis to eligible entities describ$ 9 subsection 7f7 = projects t increase deploym5t & accessibility ( electric vehicle supply equipm5t 9 und]s]v$ or disadvantag$ communities1 includ+ projects t are-- 7,a7 publicly accessible2 7,b7 locat$ )9 or are easily accessible to resid5ts (-- 7i7 public or af=dable h\s+2 7ii7 multi-unit dwell+s2 or 7iii7 s+le-family homes2 & 7,c7 locat$ )9 or easily accessible to places ( "w1 provid$ t su* electric vehicle supply equipm5t is accessible no few] ?an #e days p] week2 & 7#c7 provide education & outrea* reg>d+ ! ,,ev ,*>g+ ,equity ,program & ! b5efits & opportunities = electric vehicle *>g+ to individuals & relevant entities t live )9 or s]ve und]s]v$ or disadvantag$ communities1 includ+ by provid+-- 7,a7 an electric vehicle *>g+ res\rce guide t is ma9ta9$ electronically on a website1 is public1 & is direct$ t[>ds individuals & relevant entities t live )9 or s]ve und]s]v$ or disadvantag$ communities2 7,b7 t>get$ outrea* t[>ds1 & coord9at$ public outrea* )1 relevant local1 ,/ate1 & ,tribal entities1 nonpr(it organizations1 & in/itutions ( high] education1 t are locat$ )9 or s]ve und]s]v$ or disadvantag$ communities2 & 7,c7 any o!r =m ( education or outrea* z ! ,secret>y det]m9es appropriate4 7c7 ,co/ %>e 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 ! am\nt ( a grant aw>d$ "u ?is section = a project %all n exce$ #hj p]c5t ( project co/s4 7#b7 ,s+le-family homes ,! am\nt ( a grant aw>d$ "u ?is section = a project t involves1 z a prim>y focus1 s+le-family homes %all n exce$ #fj p]c5t ( project co/s4 7d7 ,priority ,9 aw>d+ grants & provid+ te*nical assi/ance "u ?is section1 ! ,secret>y %all give priority to projects t-- 7#a7 provide ! greate/ b5efit to ! greate/ numb] ( p )9 an und]s]v$ or disadvantag$ community2 7#b7 incorporate r5ewable en]gy res\rces2 7#c7 maximize local job creation1 p>ticul>ly among l[-income1 wom51 & m9ority work]s2 or 7#d7 utilize or involve locally own$ small & disadvantag$ bus9esses1 includ+ wom5 & m9ority-own$ bus9esses4 7e7 ,limitation ,n m ?an #ae p]c5t ( ! am\nt aw>d$ = grants "u ?is section 9 a fiscal ye> %all be aw>d$ = projects t involve1 z a prim>y focus1 s+le-family homes4 7f7 ,eligible entities 7#a7 ,9 g5]al ,to be eligible = a grant or te*nical assi/ance "u ! ,,ev ,*>g+ ,equity ,program1 an entity %all be-- 7,a7 an individual or h\sehold t is ! own] ( :]e a project w be c>ri$ out2 7,b7 a ,/ate1 local1 ,tribal1 or ,t]ritorial gov]nm5t1 or an ag5cy or dep>tm5t !re(2 7,c7 an electric utility1 includ+-- 7i7 a municipally own$ electric utility2 7ii7 a publicly own$ electric utility2 7iii7 an inve/or-own$ utility2 & 7iv7 a rural electric coop]ative2 7,d7 a nonpr(it organization or in/itution2 7,e7 a public h\s+ au?ority2 7,f7 an in/itution ( high] education1 z det]m9$ by ! ,secret>y2 7,g7 an entity t utilizes or involves locally own$ small & disadvantag$ bus9esses1 includ+ wom5 & m9ority-own$ bus9esses2 or 7,h7 a p>tn]%ip betwe5 any numb] ( eligible entities describ$ 9 subp>agraphs 7,a7 ?r\gh 7,g74 7#b7 ,updates ,! ,secret>y may add to or o!rwise revise ! li/ ( eligible entities z ! ,secret>y det]m9es necess>y4 7g7 ,def9itions ,9 ?is section3 7#a7 ,publicly accessible ,! t]m publicly accessible means1 ) respect to electric vehicle supply equipm5t1 electric vehicle supply equipm5t t is available1 at z]o or reasonable co/1 to memb]s ( ! public = ! purpose ( *>g+ a privately own$ or leas$ electric vehicle1 or electric vehicle t is available = use by memb]s ( ! g5]al public z "p ( a ride s]vice or vehicle %>+ s]vice or program1 includ+ )9 or ar\nd-- 7,a7 public sidewalks & /reets2 7,b7 public p>ks2 7,c7 public build+s1 includ+-- 7i7 libr>ies2 7ii7 s*ools2 & 7iii7 gov]nm5t (fices2 7,d7 public p>k+2 7,e7 %opp+ c5t]s2 & 7,f7 commut] transit hubs4 7#b7 ,und]s]v$ or disadvantag$ community ,! t]m und]s]v$ or disadvantag$ community means a community or geographic area t is id5tifi$ 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 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 environm5tal1 & climate /ressors4 #cjddd4 ,/ate en]gy plans 7a7 ,appropriation ,section #cfe7;f7 ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbe7;f77 is am5d$ to read z foll[s3 7f7 ,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$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to c>ry out section #cfg4 4 7b7 ,/ate en]gy transportation plans 7#a7 ,9 g5]al ,! ,en]gy ,policy & ,cons]vation ,act is am5d$ by add+ aft] section #cff 7#db ,u4,s4,c4 #fcbf7 ! foll[+3 #cfg4 ,/ate en]gy transportation plans 7a7 ,9 g5]al ,! ,secret>y may provide f9ancial assi/ance & te*nical assi/ance to a ,/ate to develop a ,/ate en]gy transportation plan1 = inclusion 9 a ,/ate en]gy cons]vation plan "u section #cfb7;d71 to promote ! electrification ( ! transportation sy/em1 r$uc$ consumption ( fossil fuels1 & r$uc$ en]gy dem&4 7b7 ,developm5t ,a ,/ate develop+ a ,/ate en]gy transportation plan "u ?is section %all c>ry out ?is activity ?r\gh ! ,/ate en]gy (fice t is responsible = develop+ ! ,/ate en]gy cons]vation plan "u section #cfb4 7c7 ,cont5ts ,a ,/ate develop+ a ,/ate en]gy transportation plan "u ?is section %all include 9 su* plan a plan to-- 7#a7 deploy a network ( electric vehicle supply equipm5t to ensure access to electricity = electric vehicles1 includ+ comm]cial vehicles1 to an ext5t t su* electric vehicles c travel ?r\gh\t ! ,/ate )\t runn+ out ( a *>ge2 & 7#b7 promote mod]nization ( ! electric grid1 includ+ ?r\gh ! use ( r5ewable en]gy s\rces to p[] ! electric grid1 to accommodate dem& = p[] to op]ate electric vehicle supply equipm5t & to utilize en]gy /orage capacity provid$ by electric vehicles1 includ+ comm]cial vehicles4 7d7 ,te*nical assi/ance ,^u reque/ ( ! ,gov]nor ( a ,/ate1 ! ,secret>y %all provide in=mation & te*nical assi/ance 9 ! developm5t1 implem5tation1 or revision ( a ,/ate en]gy transportation plan4 7e7 ,electric vehicle supply equipm5t def9$ ,= purposes ( ?is section1 ! t]m electric vehicle supply equipm5t means any conductors1 includ+ ungr\nd$1 gr\nd$1 & equipm5t gr\nd+ conductors1 electric vehicle connectors1 atta*m5t plugs1 & all o!r fitt+s1 devices1 p[] outlets1 electrical equipm5t1 (f-grid *>g+ in/allations1 or app>atuses in/all$ specifically = ! purpose ( deliv]+ en]gy to an electric vehicle or to a batt]y int5d$ to be us$ 9 an electric vehicle4 4 7#b7 ,con=m+ am5dm5t ,! table ( cont5ts = "p ,d ( title ,,iii ( ! ,en]gy ,policy & ,cons]vation ,act is am5d$ by add+ at ! end ! foll[+3 ,sec4 #cfg4 ,/ate en]gy transportation plans4 4 7c7 ,/ate en]gy cons]vation plans ,section #cfb7;d7 ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcbb7;d77 is am5d$-- 7#a7 9 p>agraph 7#af71 by /rik+ 2 & & ins]t+ a semicolon2 7#b7 by r$esignat+ p>agraph 7#ag7 z p>agraph 7#ah72 & 7#c7 by ins]t+ aft] p>agraph 7#af7 ! foll[+3 7#ag7 a ,/ate en]gy transportation plan develop$ 9 accordance ) section #cfg2 & 4 #cjdde4 ,transportation electrification 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$1 to rema9 available until ,septemb] #cj1 #bjca 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca7-- 7#a7 #d1jjj1jjj1jjj = grants "u section #aca7;b7 ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agjaa7;b772 & 7#b7 #f1jjj1jjj1jjj = grants "u subsection 7b7 ( ?is section4 7b7 ,use ( funds ,! ,secret>y may use am\nts made available "u subsection 7a77#b7 ( ?is section to-- 7#a7 provide grants "u subsection 7c7 ( section #aca ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agjaa7 = ! conduct ( qualifi$ electric transportation projects 7z def9$ 9 su* section #aca72 & 7#b7 provide grants 9 accordance ) section #aca7;c7 ( su* ,act = ! conduct ( any ( ! foll[+ projects3 7,a7 ,in/allation ( electric vehicle supply equipm5t = re*>g+ plug-9 electric drive vehicles1 includ+ su* equipm5t t is accessible 9 rural & urban areas & 9 und]s]v$ or disadvantag$ communities & su* equipm5t = m$ium- & heavy-duty vehicles1 includ+ at depots & 9-r\te locations4 7,b7 ,multi-use *>g+ hubs us$ = multiple =ms ( transportation4 7,c7 ,m$ium- & heavy-duty vehicle sm>t *>g+ managem5t & refuel+4 7,d7 ,batt]y recycl+ & second>y use1 includ+ = m$ium- & heavy-duty vehicles4 7,e7 ,%ipside or %oreside electrification = gr\nd support equipm5t at ports4 7,f7 ,electric airport gr\nd support vehicles4 7,g7 ,%>+ ( be/ practices1 & te*nical assi/ance provid$ by ! ,dep>tm5t ( ,en]gy to public utilities commissions & utilities1 = m$ium- & heavy-duty vehicle electrification4 7c7 ,priority ,9 mak+ grants "u section #aca7;b7 ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agjaa7;b77 us+ am\nts made available "u subsection 7a77#a7 ( ?is section1 9 addition to ! priority consid]ations describ$ 9 p>agraph 7#c7 ( su* section #aca7;b71 ! ,secret>y %all give priority consid]ation to applications t are likely to make a significant contribution to ! advancem5t ( ! production ( ! compon5ts & *>g+ equipm5t = ! vehicles describ$ 9 p>agraph 7#a7 ( su* section #aca7;b7 9 ! ,unit$ ,/ates4 #e ,,doe ,loan & ,grant ,programs #cjdea4 ,fund+ = ,dep>tm5t ( ,en]gy ,loan ,programs ,(fice 7a7 ,commitm5t au?ority ,9 addition to commitm5t au?ority o!rwise available & previ\sly provid$1 ! ,secret>y ( ,en]gy may make commitm5ts to gu>antee loans = eligible projects "u section #agjc ( ! ,en]gy ,policy ,act ( #bjje up to a total pr9cipal am\nt ( #cj1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no commitm5ts %all be made us+ ! au?ority provid$ by ?is section aft] ,septemb] #cj1 #bjca3 ,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 ! ,director ( ! ,(fice ( ,managem5t & ,budget 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 value z det]m9$ by ! head ( ! relevant ,f$]al ag5cy2 7#c7 projects z a result ( su* projects b5efitt+ f ,f$]al insurance programs2 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$1 #gjj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = ! co/s ( gu>antees made "u section #agjc ( ! ,en]gy ,policy ,act ( #bjje1 us+ ! loan gu>antee au?ority provid$ "u subsection 7a7 ( ?is section1 = r5ewable or en]gy effici5t sy/ems & manufactur+1 & di/ribut$ en]gy g5]ation1 transmission1 & di/ribution4 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 #cjdeb4 ,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$1 #c1jjj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = ! co/s (-- 7#a7 provid+ direct loans "u subsection 7d7 ( section #acf ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agjac72 & 7#b7 provid+ direct loans 9 accordance ) su* section #acf1 = reequipp+1 exp&+1 or e/abli%+ a manufactur+ facility 9 ! ,unit$ ,/ates to produce1 or = eng9e]+ integration p]=m$ 9 ! ,unit$ ,/ates (1 any ( ! foll[+ t emit1 "u any possible op]ational mode or condition1 z]o exhau/ emissions ( any gre5h\se gas3 7,a7 ,a m$ium duty vehicle or a heavy duty vehicle4 7,b7 ,a tra9 or locomotive4 7,c7 ,a m>itime vessel4 7,d7 ,an aircraft4 7,e7 ,hyp]loop te*nology4 7b7 ,adm9i/rative co/s ,! ,secret>y %all res]ve #ab1jjj1jjj ( am\nts made available "u subsection 7a7 = adm9i/rative co/s ( provid+ loans z describ$ 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 #cjdec4 ,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$1 #a1jjj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = grants relat+ to dome/ic production ( z]o-emission vehicles "u section #gab ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afjfb74 7b7 ,adm9i/rative co/s ,! ,secret>y %all res]ve #b 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 #cjded4 ,en]gy community re9ve/m5t f9anc+ 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$1 #b1jjj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = ! co/ ( provid+ f9ancial support "u section #agjf ( ! ,en]gy ,policy ,act ( #bjje4 7b7 ,am5dm5t ,title ,,xvii ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afeaa et seq47 is am5d$ by add+ at ! end ! foll[+3 #agjf4 ,en]gy community re9ve/m5t f9anc+ program 7a7 ,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 ( 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 7b7 ,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 7a71 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 7c7 ,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 ,use ( appropriat$ funds ,any co/ = any f9ancial support provid$ "u ?is section %all be paid by ! ,secret>y us+ appropriat$ funds4 7#c7 ,application ( o!r law ,section #bjcbj7;a7 ( division ,b ( ,public ,law #aji-bhi 7#db ,u4,s4,c4 #afeae7;a77 %all n apply to ?is section4 7d7 ,def9itions ,9 ?is section3 7#a7 ,co/2 direct loan ,! t]ms co/ & direct loan h ! mean+s giv5 su* t]ms 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$it product or support ! ,secret>y det]m9es appropriate to implem5t ?is section1 includ+-- 7,a7 a direct loan2 7,b7 a l9e ( cr$it2 & 7,c7 a gu>antee1 includ+ ( a lett] ( cr$it = ! purposes ( subsection 7a77#c74 7#e7 ,gu>antee ,! t]m gu>antee has ! mean+ giv5 su* t]m 9 section #agja4 4 #f ,electric transmission #cjdfa4 ,transmission l9e & int]tie grants & loans 7a7 ,appropriation 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #h1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = purposes ( provid+ grants & direct loans "u subsection 7b71 & = adm9i/rative exp5ses associat$ ) c>ry+ out ?is section3 ,provid$1 ,t none ( su* loan au?ority made available by ?is section %all be available = loans = any projects :]e funds1 p]sonnel1 or prop]ty 7tangible or intangible7 ( any ,f$]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 value z det]m9$ by ! head ( ! relevant ,f$]al ag5cy2 7#c7 projects b5efitt+ f ,f$]al insurance programs2 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 ! ,director ( ! ,(fice ( ,managem5t & ,budget has c]tifi$ 9 advance 9 writ+ t ! loan & ! project comply ) ! provisions "u ?is section4 7#b7 ,limit ,n m ?an #a1jjj1jjj1jjj ( ! am\nt appropriat$ "u p>agraph 7#a7 may be us$ to pay = ! co/s ( provid+ direct loans "u subsection 7b74 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$4 7#b7 ,t]ms & conditions ,9 provid+ direct loans "u subsection 7b71 ! ,secret>y may require su* t]ms & conditions ! ,secret>y det]m9es appropriate4 7#c7 ,recov]y ( co/s = grants ,a grant provid$ "u ?is section may n be us$ to con/ruct new1 or make upgrades to exi/+1 eligible transmission l9es or eligible int]ties if ! co/s = su* con/ruction or upgrade are approv$ = recov]y ?r\gh a ,transmission ,organization 7z def9$ 9 section #c ( ! ,f$]al ,p[] ,act 7#af ,u4,s4,c4 #gif774 7d7 ,def9itions ,9 ?is section3 7#a7 ,clean en]gy facility ,! t]m clean en]gy facility means any electric g5]at+ unit t does n emit c>bon dioxide4 7#b7 ,direct loan ,! t]m direct loan means a disbursem5t ( funds by ! ,gov]nm5t to a non-,f$]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$s4 #cjdfb4 ,grants to facilitate ! sit+ ( int]/ate electricity transmission l9es 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #hjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7provid$ no funds %all be disburs$ aft] su* date71 = 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 project1 includ+ ! environm5tal1 reliability1 wildlife1 cultural1 hi/orical1 wat]1 l&-use1 public heal?1 employm5t1 tax-rev5ue1 m>ket1 co/1 & rate regulation impacts4 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 project4 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 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 #cjdfc4 ,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$1 #ajj1jjj1jjj1 to rema9 available until fiscal ye> #bjca 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = purposes ( provid+ te*nical assi/ance & grants "u subsection 7b74 7b7 ,te*nical assi/ance & grants ,! ,secret>y %all use am\nts made available "u subsection 7a7 to-- 7#a7 provide grants to ,/ates to pay =-- 7,a7 te*nical assi/ance = any ( ! activities describ$ 9 subsection 7c72 or 7,b7 ! procurem5t ( data or te*nology sy/ems relat$ to any ( ! activities describ$ 9 subsection 7c72 & 7#b7 provide te*nical assi/ance = ! activities describ$ 9 subsection 7c74 7c7 ,activities ,! activities describ$ 9 ?is subsection are-- 7#a7 =m+1 exp&+1 or improv+ an organiz$ :olesale electricity m>ket1 includ+ ) respect to-- 7,a7 m>ket gov]nance assi/ance2 7,b7 plann+ & policy assi/ance2 & 7,c7 regulatory developm5t assi/ance2 7#b7 align+ ! policies ( an organiz$ :olesale electricity m>ket ) relevant ,/ate policies2 & 7#c7 evaluat+ ! economic1 op]ational1 reliability1 environm5tal1 & o!r b5efits ( organiz$ :olesale electricity m>kets4 7d7 ,applications 7#a7 ,9 g5]al ,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 7#b7 ,grants ,an application = a grant submitt$ "u p>agraph 7#a7 %all c]tify h[ ! ,/ate w use ! grant 9 accordance ) subsection 7b74 7e7 ,priority ,9 evaluat+ applications submitt$ "u subsection 7c71 ! ,secret>y %all give priority to applications t are submitt$ by m ?an "o ,/ate4 7f7 ,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 any ,/ate ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 ! ,virg9 ,isl&s1 ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & ,guam4 #cjdfd4 ,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$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no funds %all be disburs$ aft] su* date71 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 ,indian ,tribes1 & 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]natives & 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 corridors4 #g ,environm5tal reviews #cjdga4 ,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$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no am\nts may be disburs$ aft] ,septemb] #cj1 #bjca71 to provide = m effici5t & m effective environm5tal reviews "u ! ,national ,environm5tal ,policy ,act ( #aifi ?r\gh ! hir+ & tra9+ ( additional p]sonnel1 ! developm5t ( programmatic assessm5ts or templates1 ! procurem5t ( te*nical or sci5tific s]vices1 ! developm5t ( data or te*nology sy/ems1 /akehold] & community engagem5t1 & ! pur*ase ( new equipm5t4 #cjdgb4 ,f$]al ,en]gy ,regulatory ,commission ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,f$]al ,en]gy ,regulatory ,commission = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no am\nts may be disburs$ aft] ,septemb] #cj1 #bjca71 to provide = m effici5t & m effective environm5tal reviews "u ! ,national ,environm5tal ,policy ,act ( #aifi ?r\gh ! hir+ & tra9+ ( additional p]sonnel1 ! developm5t ( programmatic assessm5ts or templates1 ! procurem5t ( te*nical or sci5tific s]vices1 ! developm5t ( data or te*nology sy/ems1 /akehold] & community engagem5t1 & ! pur*ase ( new equipm5t4 #h ,o!r ,en]gy ,matt]s #cjdha4 ,f$]al ,en]gy ,effici5cy ,fund 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ag1ejj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to provide grants to ag5cies to assi/ !m 9 meet+ ! requirem5ts ( section #edc ( ! ,national ,en]gy ,cons]vation ,policy ,act 7#db ,u4,s4,c4 #hbec7 or to assi/ ag5cies 9 r$uc+ ! c>bon emissions ( new or exi/+ ,f$]al build+s & ,f$]al fleets4 7b7 ,use ( funds ,! ,secret>y %all use ! funds made available pursuant to subsection 7a7 to provide grants to ag5cies pursuant to section #edf7;b7 ( ! ,national ,en]gy ,cons]vation ,policy ,act 7#db ,u4,s4,c4 #hbef7;b771 & to e/abli% a program to provide competitive grants to ag5cies1 to c>ry out projects = onsite or (fsite measures t-- 7#a7 are appli$ to or s]ve a ,f$]al build+ or ,f$]al fleet2 & 7#b7 involve en]gy cons]vation1 cog5]ation facilities1 r5ewable en]gy s\rces1 l[ c>bon mat]ials1 improvem5ts 9 op]ations & ma9t5ance effici5cies1 retr(it activities1 automotive supply equipm5t1 build+ electrification1 en]gy /orage devices1 en]gy consum+ devices & requir$ support /ructures1 or c>bon-pollution free electricity4 7c7 ,consid]ations ,9 provid+ grants "u subsection 7b71 ! ,secret>y may consid]-- 7#a7 ! co/-effectiv5ess ( ! project2 7#b7 ! ext5t to :i* a project promotes ! integration ( clean en]gy1 c>bon pollution-free electricity1 l[ c>bon mat]ials1 automotive supply equipm5t1 & su* o!r onsite or (fsite measures z ! ,secret>y det]m9es to be appropriate2 7#c7 ! am\nt ( en]gy & co/ sav+s anticipat$ to ! ,f$]al ,gov]nm5t2 7#d7 ! am\nt ( fund+ committ$ to ! project by ! ag5cy reque/+ ! grant2 7#e7 ! ext5t t a proposal lev]ages f9anc+ f o!r non-,f$]al s\rces2 & 7#f7 any o!r factor :i* ! ,secret>y det]m9es is 9 fur!rance ( ?is section4 7d7 ,def9itions ,9 ?is section3 7#a7 ,automotive supply equipm5t ,! t]m automotive supply equipm5t means any conductors1 includ+ ungr\nd$1 gr\nd$1 & equipm5t gr\nd+ conductors1 electric vehicle connectors1 atta*m5t plugs1 & all o!r fitt+s1 devices1 p[] outlets1 electrical equipm5t1 or app>atuses in/all$ specifically = ! purpose ( deliv]+ en]gy to an electric vehicle or to a batt]y int5d$ to be us$ 9 an electric vehicle4 7#b7 ,l[ c>bon mat]ial ,! t]m l[ c>bon mat]ial means any mat]ial = :i* ! quantity ( gre5h\se gases 7measur$ 9 kilograms ( c>bon dioxide equival5t7 emitt$ to ! atmosph]e by ! manufacture1 transportation1 in/allation1 ma9t5ance1 & disposal ( ! mat]ial is significantly l[] ?an su* quantity = ano!r1 simil> mat]ial1 z measur$ & report$ 9 an environm5tal product decl>ation4 #cjdhb4 ,en]gy effici5cy & cons]vation block grants 7a7 ,9 g5]al ,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$1 #e1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to c>ry out ! ,en]gy ,effici5cy & ,cons]vation ,block ,grant ,program e/abli%$ "u section #edb7;a7 ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agaeb7;a771 ( :i*-- 7#a7 #b1ejj1jjj1jjj %all be di/ribut$ 9 accordance ) section #edc ( su* ,act 7#db ,u4,s4,c4 #agaec72 & 7#b7 #b1ejjj1jjj1jjj %all be aw>d$ to eligible entities on a competitive basis4 7b7 ,program ,9 c>ry+ out subsection 7a71 9 addition to provid+ assi/ance describ$ 9 section #edb7;b77#a7 ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agaeb7;b77#a771 ! ,secret>y may also provide assi/ance to eligible entities = implem5t+ /rategies to r$uce fossil fuel emissions creat$ z a result ( activities )9 ! jurisdictions ( eligible entities 9 a mann] t div]sifies en]gy supplies1 includ+ by facilitat+ & promot+ ! use ( alt]native fuels4 7c7 ,use ( funds ,9 c>ry+ out subsection 7a71 = purposes ( section #edd ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agaed71 ! ,secret>y may also consid] to be activities t a*ieve ! purposes ( ! ,en]gy ,effici5cy & ,cons]vation ,block ,grant ,program-- 7#a7 ! deploym5t ( en]gy di/ribution te*nologies t significantly increase en]gy effici5cy or exp& access to alt]native fuels1 includ+ di/ribut$ res\rces1 di/rict heat+ & cool+ sy/ems1 & infra/ructure = deliv]+ alt]native fuels2 & 7#b7 programs = f9anc+ en]gy effici5cy1 r5ewable en]gy1 & z]o-emission transportation 7& associat$ infra/ructure7 capital inve/m5ts1 projects1 & programs-- 7,a7 :i* may include loan programs & p]=mance contract+ programs = lev]ag+ ( additional public & private sector funds1 & programs t all[ rebates1 grants1 or o!r inc5tives = ! pur*ase & in/allation ( en]gy effici5cy1 r5ewable en]gy1 & z]o-emission transportation 7& associat$ infra/ructure7 measures2 or 7,b7 :i* may be us$ or implem5t$ 9 connection ) build+s own$ & op]at$ by a ,/ate1 a political subdivision ( a ,/ate1 an ag5cy or in/rum5tality ( a ,/ate1 or an organization exempt f taxation "u section #eja7;c77#c7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7#bf ,u4,s4,c4 #eja7;c77#c774 7d7 ,competitive grants ,9 c>ry+ out subsection 7a71 = purposes ( section #edf7;c77#b7 ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agaef7;c77#b771 ! ,secret>y may give priority to units ( local gov]nm5t t plan to c>ry out projects to exp& ! use ( alt]native fuels t w\ld result 9 significant en]gy effici5cy improvem5ts or r$uctions 9 fossil fuel use4 7e7 ,adm9i/rative exp5ses ,( ! am\nt made available "u subsection 7a71 ! ,secret>y %all res]ve #aj p]c5t = adm9i/rative exp5ses to c>ry out ?is section4 7f7 ,te*nical am5dm5ts ,section #edc ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agaec7 is am5d$-- 7#a7 9 subsection 7c71 by /rik+ subsection 7a77#b7 & ins]t+ subsection 7a77#c72 & 7#b7 9 subsection 7d71 by /rik+ subsection 7a77#c7 & ins]t+ subsection 7a77#d74 #cjdhc4 ,l[-income sol> 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #b1ejj1jjj1jjj1 to rema9 available until exp5d$ 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 to c>ry out ?is section4 7b7 ,9 g5]al ,! ,secret>y %all use funds appropriat$ by subsection 7a7 to provide f9ancial assi/ance to eligible entities to-- 7#a7 c>ry out eligible plann+ projects2 or 7#b7 c>ry out eligible in/allation projects4 7c7 ,applications 7#a7 ,9 g5]al ,to be eligible to receive assi/ance "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 require4 7#b7 ,inclusion = in/allation assi/ance ,= an eligible entity to receive assi/ance = an eligible in/allation project1 ! ,secret>y %all require ! eligible entity to include 9 an application "u p>agraph 7#a7-- 7,a7 in=mation t demon/rates t ! eligible entity has obta9$1 or has ! capacity to obta91 necess>y p]mits1 subscrib]s1 access to an in/allation site1 & any o!r items or agreem5ts necess>y to complete ! in/allation ( ! applicable cov]$ facility2 7,b7 in=mation t demon/rates t ! cov]$ facility in/all$ us+ su* assi/ance w comply ) local build+ & safety codes & /&>ds2 7,c7 a description ( ! me*anism ?r\gh :i* f9ancial b5efits w be di/ribut$ to b5efici>ies or subscrib]s2 & 7,d7 an e/imate ( ! anticipat$ f9ancial b5efit = b5efici>ies or subscrib]s4 7#c7 ,consid]ation ( plann+ projects ,! ,secret>y may consid] ! completion ( an eligible plann+ project pursuant to subsection 7b77#a7 by ! eligible entity to be suffici5t to demon/rate ! ability ( ! eligible entity to meet ! requirem5ts ( p>agraph 7#b77;,a74 7d7 ,selection 7#a7 ,9 g5]al ,9 select+ eligible projects to receive assi/ance "u ?is section1 ! ,secret>y %all-- 7,a7 prioritize-- 7i7 eligible in/allation projects t w result 9 ! mo/ f9ancial b5efit = b5efici>ies1 z det]m9$ by ! ,secret>y2 7ii7 eligible in/allation projects t w result 9 developm5t ( cov]$ facilities 9 und]s]v$ areas2 & 7iii7 eligible projects t include appr5tice%ip1 job tra9+1 or community p>ticipation z "p ( _! application2 & 7,b7 ensure t su* assi/ance is provid$ 9 a mann] t results 9 eligible projects be+ c>ri$ out on a geographically div]se basis )9 & among ,/ates4 7#b7 ,det]m9ation ( f9ancial b5efit ,9 det]m9+ ! am\nt ( f9ancial b5efit = l[-income h\seholds ( an eligible in/allation project1 ! ,secret>y %all ensure t all calculations = e/imat$ h\sehold en]gy sav+s are bas$ solely on electricity (fsets f ! applicable cov]$ facility & use =mulas e/abli%$ by ! ,/ate or local gov]nm5t ) jurisdiction ov] ! applicable cov]$ facility = v]ifiable h\sehold en]gy sav+s e/imates t accrue to l[-income h\seholds4 7e7 ,assi/ance 7#a7 ,=m ,! ,secret>y may provide assi/ance "u ?is section 9 ! =m ( a grant1 rebate1 or l[-int]e/ loan4 7#b7 ,multiple projects = same facility 7,a7 ,9 g5]al ,an eligible entity may apply = assi/ance "u ?is section = an eligible plann+ project & an eligible in/allation project = ! same cov]$ facility4 7,b7 ,sep>ate selections ,selection by ! ,secret>y = assi/ance "u ?is section ( an eligible plann+ project does n require ! ,secret>y to select = assi/ance "u ?is section an eligible in/allation project = ! same cov]$ facility4 7f7 ,use ( assi/ance 7#a7 ,eligible plann+ projects ,an eligible entity receiv+ assi/ance = an eligible plann+ project "u ?is section may use su* assi/ance to pay ! co/s ( pre-in/allation activities associat$ ) an applicable cov]$ facility1 includ+-- 7,a7 feasibility /udies2 7,b7 p]mitt+2 7,c7 site assessm5t2 7,d7 id5tification ( b5efici>ies or subscrib]s2 or 7,e7 su* o!r co/s det]m9$ by ! ,secret>y to be appropriate4 7#b7 ,eligible in/allation projects ,an eligible entity receiv+ assi/ance = an eligible in/allation project "u ?is section may use su* assi/ance to pay ! co/s (-- 7,a7 in/allation & op]ation ( a cov]$ facility1 includ+ co/s associat$ ) mat]ials1 p]mitt+1 labor1 or site prep>ation2 7,b7 /orage te*nology sit$ at a cov]$ facility2 7,c7 int]connection s]vice exp5ses2 7,d7 (fsett+ ! co/ ( a subscription = a cov]$ facility describ$ 9 subsection 7h77#d77;,a7 = subscrib]s t are memb]s ( a l[-income h\sehold2 or 7,e7 su* o!r co/s det]m9$ by ! ,secret>y to be appropriate4 7g7 ,use ( funds ,( ! funds appropriat$ by ?is section1 ! ,secret>y %all use n less ?an #he p]c5t to provide assi/ance = eligible in/allation projects4 7h7 ,def9itions ,9 ?is section3 7#a7 ,b5efici>y ,! t]m b5efici>y means a l[-income h\sehold t receives a f9ancial b5efit f ! in/allation & op]ation ( a cov]$ facility4 7#b7 ,community sol> facility ,! t]m community sol> facility means a sol> g5]at+ facility t-- 7,a7 has multiple subscrib]s t receive f9ancial b5efits t are directly attributable to ! facility2 & 7,b7 has a nameplate rat+ ( #e megawatts ,,ac or less4 7#c7 ,community sol> subscription ,! t]m community sol> subscription means a %>e 9 ! capacity1 or a proportional int]e/ 9 ! electricity g5]ation1 ( a community sol> facility4 7#d7 ,cov]$ facility ,! t]m cov]$ facility means-- 7,a7 a community sol> facility at lea/ #ej p]c5t ( ! capacity ( :i* is res]v$ = l[-income h\seholds2 7,b7 a sol> g5]at+ facility locat$ at a resid5ce ( a l[-income h\sehold2 or 7,c7 a sol> g5]at+ facility locat$ at a multi-family af=dable h\s+ complex4 7#e7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a nonpr(it organization t provides s]vices to l[-income h\seholds or multi-family af=dable h\s+ complexes2 7,b7 a develop]1 own]1 or op]ator ( a cov]$ facility2 7,c7 a ,/ate1 or political subdivision !re(2 7,d7 an ,indian ,tribe1 tribally own$ electric utility1 or tribal en]gy developm5t organization2 7,e7 a ,native ,hawaiian community-bas$ organization2 7,f7 any o!r national or regional entity t has exp]i5ce develop+ or in/all+ sol> g5]at+ facilities = l[-income h\seholds t maximize f9ancial b5efits to ^? h\seholds2 & 7,g7 an electric coop]ative or a municipality t is an electric utility 7z su* t]ms are def9$ 9 section #c ( ! ,f$]al ,p[] ,act74 7#f7 ,eligible in/allation project ,! t]m eligible in/allation project means a project to in/all & op]ate a cov]$ facility4 7#g7 ,eligible plann+ project ,! t]m eligible plann+ project means a project to c>ry out pre-in/allation activities = ! developm5t ( a cov]$ facility4 7#h7 ,eligible project ,! t]m eligible project means-- 7,a7 an eligible plann+ project2 or 7,b7 an eligible in/allation project4 7#i7 ,feasibility /udy ,! t]m feasibility /udy means a /udy or assessm5t t det]m9es ! feasibility ( a specific sol> g5]at+ facility1 includ+ a cu/om] int]e/ assessm5t & a sit+ assessm5t1 z det]m9$ by ! ,secret>y4 7#aj7 ,indian ,tribe ,! t]m ,indian ,tribe means any ,indian ,tribe1 b&1 nation1 ,tribal ,organization1 or o!r organiz$ gr\p or community1 includ+ any ,alaska ,native village1 ,regional ,corporation1 or ,village ,corporation1 t is recogniz$ z eligible = ! special programs & s]vices provid$ by ! ,unit$ ,/ates to ,indians because ( _! /atus z ,indians4 7#aa7 ,int]connection s]vice ,! t]m int]connection s]vice has ! mean+ giv5 su* t]m 9 section #aaa7;d77#ae7 ( ! ,public ,utility ,regulatory ,policies ,act ( #aigh 7#af ,u4,s4,c4 #bfba7;d77#ae774 7#ab7 ,l[-income h\sehold ,! t]m l[-income h\sehold means a h\sehold ) an income t-- 7,a7 is at or bel[ #hj p]c5t ( ! area m$ian income1 or #bjj p]c5t ( ! ,f$]al pov]ty level1 :i*ev] is high]1 except t ! ,secret>y may e/abli% a high] level if ! ,secret>y det]m9es t su* a high] level is necess>y to c>ry out ! purposes ( ?is section2 or 7,b7 if ! ,/ate 9 :i* ! h\sehold is locat$ elects1 is ! basis = eligibility = assi/ance "u ! ,l[-,income ,home ,en]gy ,assi/ance ,act ( #aiha 7#db ,u4,s4,c4 #hfba et seq471 provid$ t su* basis is at lea/ #bjj p]c5t ( ! ,f$]al pov]ty level4 7#ac7 ,multi-family af=dable h\s+ complex ,! t]m multi-family af=dable h\s+ complex means any f$]ally subsidiz$ af=dable h\s+ complex 9 :i* at lea/ #ej p]c5t ( ! units are res]v$ = l[-income h\seholds4 7#ad7 ,native ,hawaiian community-bas$ organization ,! t]m ,native ,hawaiian community-bas$ organization means any organization t is compos$ prim>ily ( ,native ,hawaiians f a specific community & t assi/s 9 ! social1 cultural1 & educational developm5t ( ,native ,hawaiians 9 t community4 7#ae7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,en]gy4 7#af7 ,sol> g5]at+ facility ,! t]m sol> g5]at+ facility means-- 7,a7 a g5]ator t creates electricity f photons2 & 7,b7 ! accompany+ h>dw>e enabl+ t electricity to fl[-- 7i7 onto ! electric grid2 7ii7 into a facility or /ructure2 or 7iii7 into an en]gy /orage device4 7#ag7 ,/ate ,! t]m ,/ate means ea* ( ! #ej ,/ates1 ! ,di/rict ( ,columbia1 ,guam1 ! ,commonweal? ( ,pu]to ,rico1 ! ,nor!rn ,m>iana ,isl&s1 ! ,virg9 ,isl&s1 & ,am]ican ,samoa4 7#ah7 ,subscrib] ,! t]m subscrib] means a p]son :o-- 7,a7 owns a community sol> subscription1 or an equival5t unit or %>e ( ! capacity or g5]ation ( a community sol> facility2 or 7,b7 is a memb] ( a l[-income h\sehold t f9ancially b5efits f a community sol> facility1 ev5 if ! p]son does n own a community sol> subscription = ! facility4 7#ai7 ,und]s]v$ area ,! t]m und]s]v$ area means-- 7,a7 a geographical area ) l[ or no photovoltaic sol> deploym5t1 z det]m9$ by ! ,secret>y2 7,b7 a geographical area t has l[ or no access to electricity1 z det]m9$ by ! ,secret>y2 7,c7 a geographical area ) a high en]gy burd51 z det]m9$ by ! ,secret>y2 or 7,d7 tru/ l&1 z def9$ 9 section #cgfe ( title #ch1 ,unit$ ,/ates ,code4 #cjdhd4 ,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$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca 7except t no funds %all be disburs$ aft] ,septemb] #cj1 #bjca71 = ov]sight by ! ,dep>tm5t ( ,en]gy ,(fice ( ,inspector ,g5]al ( ! ,dep>tm5t ( ,en]gy activities = :i* fund+ is appropriat$ 9 ?is subtitle4 ,f ,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$-- 7#a7 9 subsection 7b7-- 7,a7 9 p>agraph 7#b71 by ins]t+ 7or1 ) respect to plan ye>s #bjbc & #bjbd1 ^: h\sehold income does n exce$ #djj p]c5t ( ! pov]ty l9e = a family ( ! size involv$7 be=e ! p]iod2 & 7,b7 9 ! matt] foll[+ p>agraph 7#b71 by add+ at ! end ! foll[+ new s5t5ce3 ,9 ! case ( an individual ) a h\sehold income t does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$ = any mon? occurr+ dur+ ! p]iod beg9n+ on ,janu>y #a1 #bjbb1 & end+ on ,decemb] #ca1 #bjbb1 su* individual %all1 = su* mon? & = ea* succe$+ mon? dur+ su* p]iod1 be treat$ z hav+ 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 #bjbc & #bjbd1 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$s 7o!r ?an1 ) respect to plan ye>s #bjbc & #bjbd1 specifi$ 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$uce co/-%>+ "u ! plan ) respect to mon?s occurr+ dur+ plan ye>s #bjbc & #bjbd = enrollees :o are specifi$ 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 #bjbc & #bjbd4 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 mon? occurr+ dur+ a plan ye>1 an eligible insur$ ) a h\sehold income t does n exce$ #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$ dur+ su* mon?4 ,su* insur$ %all be deem$ to be a specifi$ enrollee = ea* succe$+ mon? 9 su* plan ye>4 4 7b7 ,op5 enrollm5ts applicable to c]ta9 l[]-income populations ,section #acaa7;c7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjca7;c77 is am5d$-- 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 #bjbd1 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> #bjbd ,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> #bjbd1 = b5efits describ$ 9 p>agraph 7#e7 9 ! case ( an individual :o1 = a mon? dur+ su* plan ye>1 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 7,a7 ,9 g5]al ,= purposes ( p>agraph 7#a77;,d71 ! b5efits describ$ 9 ?is p>agraph to be provid$ by a qualifi$ heal? plan are b5efits consi/+ ( non-em]g5cy m$ical transportation s]vices 7z describ$ 9 section #aijb7;a77#d77 & s]vices describ$ 9 subsection 7a77#d77;,c7 ( section #aije ( ! ,social ,security ,act1 )\t any re/riction on ! *oice ( a qualifi$ provid] f :om su* an individual s enroll$ 9 su* plan may receive su* s]vices describ$ 9 su* subsection1 & )\t any imposition ( co/ %>+1 :i* are n o!rwise provid$ "u su* plan z "p ( ! ess5tial heal? b5efits package describ$ 9 section #acjb7;a74 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 %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$1 #ae1jjj1jjj = fiscal ye> #bjbb1 & #cj1jjj1jjj = ea* ( fiscal ye>s #bjbc & #bjbd1 to c>ry out ?is p>agraph4 4 7#b7 ,navigator program ,section #acaa7;i77#f7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjca7;i77#f77 is am5d$-- 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 #aj1jjj1jjj out ( am\nts collect$ ?r\gh ! us] fees on p>ticipat+ heal? insurance issu]s pursuant to section #aef4ej ( title #de1 ,code ( ,f$]al ,regulations 7or any successor regulations7 = fiscal ye> #bjbb1 & #bj1jjj1jjj = ea* ( fiscal ye>s #bjbc & #bjbd4 ,su* am\nt s obligat$ = a fiscal ye> %all rema9 available until exp5d$4 4 #cjfjb4 ,tempor>y expansion ( heal? insurance premium tax cr$its = c]ta9 l[-income populations 7a7 ,9 g5]al ,section #cf;,b is am5d$ by r$esignat+ subsection 7h7 z subsection 7i7 & by ins]t+ aft] subsection 7g7 ! foll[+ new subsection3 7h7 ,c]ta9 tempor>y rules = #bjbb ?r\gh #bjbd ,) respect to any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbe-- 7#a7 ,eligibility = cr$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$4 ,! la/ s5t5ce ( su* subsection %all also apply = purposes ( ?is p>agraph4 ,subclause 7,,ii7 ( subsection 7c77#b77;,c77i7 %all also n apply to an individual describ$ 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 #bjbe7 ) 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$4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #cjfjc4 ,e/abli%+ a heal? insurance af=dability fund 7a7 ,9 g5]al ,subtitle ,d ( title ,i ( ! ,pati5t ,protection & ,af=dable ,c>e ,act is am5d$ by ins]t+ aft] "p #e 7#db ,u4,s4,c4 #ahjfa et seq47 ! 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 #e-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 #d ye>s4 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$]al safegu>d = #bjbc & #bjbd = c]ta9 ,/ates 7#a7 ,9 g5]al ,= #bjbc & #bjbd1 9 ! case ( a ,/ate describ$ 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 = #bjbc or #bjbd1 %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 #bjbc or #bjbd1 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 #bjbc & #bjbd1 is a ,/ate t1 z ( ,janu>y #a ( #bjbb or #bjbc1 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$1 #aj1jjj1jjj1jjj = #bjbc & ea* subsequ5t ye> to provide allocations = ,/ates "u subsection 7b7 & paym5ts "u section #acec7;b7 4 7b7 ,allocations 7#a7 ,paym5t 7,a7 ,9 g5]al ,f am\nts appropriat$ "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 a subsequ5t ye>1 ,janu>y #a ( ! previ\s ye>4 7,c7 ,notifications ( allocation am\nts ,= #bjbd & ea* subsequ5t ye>1 ! ,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 ,g ,m$icaid #a ,f$]al ,m$icaid ,program to ,close ! ,cov]age ,gap #cjgja4 ,clos+ ! ,m$icaid cov]age gap 7a7 ,f$]al ,m$icaid program to close cov]age gap 9 nonexpansion ,/ates ,title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif et seq47 is am5d$ by add+ at ! end ! foll[+ new section3 #aidh4 ,f$]al ,m$icaid program to close cov]age gap 9 nonexpansion ,/ates 7a7 ,e/abli%m5t ,n lat] ?an ,janu>y #a1 #bjbe1 ! ,secret>y %all e/abli% a program 79 ?is section ref]r$ to z ! ,f$]al ,m$icaid program or ! ,program "u :i*1 9 ! case ( a ,/ate t ! ,secret>y det]m9es 7bas$ on ! ,/ate plan "u ?is title1 waiv] ( su* plan1 or o!r relevant in=mation7 is n expect$ to exp5d am\nts "u ! ,/ate plan 7or waiv] ( su* plan7 = all individuals :o w\ld be entitl$ to m$ical assi/ance pursuant to section #aijb7;a77#aj77;,a77i77,,viii7 dur+ a ye> 7beg9n+ ) #bjbe71 79 ?is section def9$ z a cov]age gap ,/ate1 ) respect to su* ye>71 ! ,secret>y %all 7includ+ ?r\gh contract ) eligible entities 7z specifi$ by ! ,secret>y71 consi/5t ) subsection 7b77 provide = ! (f]+ to su* individuals resid+ 9 su* ,/ate ( heal? b5efits4 ,! ,f$]al ,m$icaid program %all be (f]$ 9 a cov]age gap ,/ate = ea* qu>t] dur+ ! p]iod beg9n+ on ,janu>y #a ( su* ye>1 & end+ ) ! la/ day ( ! fir/ qu>t] dur+ :i* ! ,/ate provides m$ical assi/ance to all su* individuals "u ! ,/ate plan 7or waiv] ( su* plan74 ,"u ! ,f$]al ,m$icaid program1 ! ,secret>y-- 7#a7 may use ! ,f$]ally ,facilitat$ ,m>ketplace to facilitate eligibility det]m9ations & enrollm5ts "u ! ,f$]al ,m$icaid ,program & %all e/abli% a set ( eligibility rules to be appli$ "u ! ,program 9 a mann] consi/5t ) section #aijb7;e77#ad72 7#b7 %all e/abli% b5efits1 b5efici>y protections1 & access to c>e /&>ds by1 at a m9imum-- 7,a7 e/abli%+ a m9imum set ( heal? b5efits to be provid$ 7& provid+ su* b5efits7 "u ! ,f$]al ,m$icaid program1 :i* %all be 9 compliance ) ! requirem5ts ( section #aicg & %all consi/ ( b5*m>k cov]age describ$ 9 section #aicg7;b77#a7 or b5*m>k equival5t cov]age describ$ 9 section #aicg7;b77#b7 to ! same ext5t z m$ical assi/ance provid$ to su* an individual "u ?is title 7)\t application ( ?is section7 is requir$ "u section #aijb7k77#a7 to consi/ ( su* b5*m>k cov]age or b5*m>k equival5t cov]age2 7,b7 apply+ ! provisions ( sections #aijb7;a77#h71 #aijb7;a77#cd71 & #aidc ) respect to su* an individual1 heal? b5efits "u ! ,f$]al ,m$icaid program1 & mak+ application = su* b5efits 9 ! same mann] z su* provisions w\ld apply to su* an individual1 m$ical assi/ance "u ?is title 7o!r ?an pursuant to ?is section71 & mak+ application = su* m$ical assi/ance "u ?is title 7o!r ?an pursuant to ?is section72 & provid+ t r$et]m9ations & appeals ( eligibility & cov]age det]m9ations ( items & s]vices 7includ+ b5efit r$uctions1 t]m9ations1 & susp5sion7 %all be conduct$ "u ! ,f$]al ,m$icaid program 9 accordance ) a ,f$]al fair he>+ process e/abli%$ by ! ,secret>y t is subject to ! same requirem5ts z appli$ "u section #aijb7;a77#c7 ) respect to r$et]m9ations & appeals ( eligibility1 & ) respect to cov]age ( items & s]vices 7includ+ b5efit r$uctions1 t]m9ations1 & susp5sion71 "u a ,/ate plan "u ?is title & t may provide = su* fair he>+s relat$ to d5ials ( eligibility 7bas$ on modifi$ adju/$ gross income eligibility det]m9ations7 to be conduct$ ?r\gh ! ,f$]ally ,facilitat$ ,m>ketplace = ,ex*anges2 7,c7 apply+1 9 accordance ) subsection 7d71 ! provisions ( section #aibg 7o!r ?an subp>agraphs 7,b7 & 7,c7 ( subsection 7b77#a7 ( su* section7 ) respect to ! ,secret>y & paym5t "u ! ,f$]al ,m$icaid program = cov]$ outpati5t drugs ) respect to a rebate p]iod 9 ! same mann] & to ! same ext5t z su* provisions apply ) respect to a ,/ate & paym5t "u ! ,/ate plan = cov]$ outpati5t drugs ) respect to ! rebate p]iod2 7,d7 apply+ ! provisions ( sections #aijb7;a77#ad71 #aijb7;a77#bc71 #aijb7;a77#dg71 & #aibj ?r\gh #aibj;,c 7z applicable7 to ! ,f$]al ,m$icaid program & su* individuals enroll$ 9 & entitl$ to heal? b5efits "u su* program 9 ! same mann] & to ! same ext5t z su* provisions apply to su* individuals eligible = m$ical assi/ance "u ! ,/ate plan1 & apply+ ! provisions ( section #aijb7;a77#cj77;,a7 ) respect to m$ical assi/ance available "u ! ,f$]al ,m$icaid program 9 ! same mann] & to ! same ext5t z su* provisions apply to m$ical assi/ance "u a ,/ate plan "u ?is title1 except t-- 7i7 ! ,secret>y %all provide t no co/ %>+ %all be appli$ "u ! ,f$]al ,m$icaid program2 7ii7 ! ,secret>y may waive ! provisions ( subp>agraph 7,a7 ( section #aijb7;a77#bc7 to ! ext5t deem$ appropriate to facilitate ! implem5tation ( manag$ c>e2 7iii7 9 apply+ ! provisions ( section #aijb7;a77#dg7 & sections #aibj ?r\gh #aibj;,c1 ! ,secret>y-- 7,i7 %all e/abli% a s+le presumptive eligibility process = individuals eligible "u ! ,f$]al ,m$icaid program1 "u :i* ! ,secret>y may contract ) entities to c>ry out su* process2 & 7,,ii7 may apply su* provisions & process 9 accordance ) su* phas$-9 implem5tation z ! ,secret>y deems necess>y1 b beg9n+ z soon z practicable72 & 7,e7 prohibit+ paym5t f be+ available "u ! ,f$]al ,m$icaid program = any item or s]vice subject to a paym5t exclusion "u ?is title or title ,,xi4 7b7 ,adm9i/ration ( ,f$]al ,m$icaid program ?r\gh contracts ) ,m$icaid manag$ c>e organization & ?ird p>ty plan adm9i/rator requirem5ts 7#a7 ,9 g5]al ,= ! purpose ( provid+ m$ical assi/ance to individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 enroll$ "u ! ,f$]al ,m$icaid program across all cov]age gap geographic areas 7z def9$ 9 p>agraph 7#h77 9 :i* su* individuals reside1 ! ,secret>y %all solicit bids describ$ 9 p>agraph 7#b7 & ent] into contracts ) a total ( at lea/ #b eligible entities 7z specifi$ by ! ,secret>y1 :i* may be a m$icaid manag$ c>e organization 79 ?is section def9$ z a manag$ c>e organization describ$ 9 section #aicb7;a77#a77;,b77i771 a ?ird p>ty plan adm9i/rator1 or bo?74 ,an eligible entity ent]+ into a contract ) ! ,secret>y "u ?is p>agraph may adm9i/] su* b5efits z a m$icaid manag$ c>e organization 7z s def9$71 9 :i* case su* contract %all be 9 accordance ) p>agraph 7#c7 ) respect to su* geographic area1 or z a ?ird-p>ty adm9i/rator1 9 :i* case su* contract %all be 9 accordance ) p>agraph 7#d7 ) respect to su* geographic area4 ,! ,secret>y may s contract ) a ,m$icaid manag$ c>e organization or ?ird p>ty plan adm9i/rator 9 ea* cov]age gap geographic area 7& may specify :i* type ( eligible entity may bid ) respect to a cov]age gap geographic area or areas7 & may contract ) m ?an "o su* eligible entity 9 ! same cov]age gap geographic area4 7#b7 ,bids 7,a7 ,9 g5]al ,to be eligible to ent] into a contract "u ?is subsection1 = a ye>1 an entity %all submit 7at su* "t1 9 su* mann]1 & conta9+ su* in=mation z specifi$ by ! ,secret>y7 "o or m bids to provide m$ical assi/ance "u ! ,program 9 "o or m cov]age gap geographic areas1 :i* are actu>ially s\nd & reflect ! project$ mon?ly co/ to ! entity ( provid+ m$ical assi/ance "u ! ,program to an individual enroll$ "u ! ,program 9 su* a geographic area 7or areas7 = su* ye>4 7,b7 ,selection ,9 select+ f bids submitt$ "u subp>agraph 7,a7 = purposes ( ent]+ into contracts ) eligible entities "u ?is subsection1 ) respect to a cov]age gap geographic area1 ! ,secret>y %all take into acc\nt at lea/ ea* ( ! foll[+1 ) respect to ea* su* bid3 7i7 ,network adequacy 7z propos$ 9 ! submitt$ bid74 7ii7 ,! am\nt1 duration1 & scope ( b5efits 7su* z value-add$ s]vices (f]$ 9 ! submitt$ bid71 z comp>$ to ! m9imum set ( b5efits e/abli%$ by ! ,secret>y "u subsection 7a77#b77;,a74 7iii7 ,! am\nt ( ! bid1 tak+ into acc\nt ! av]age p] memb] co/ ( provid+ m$ical assi/ance "u ,/ate plans "u ?is title 7or waiv]s ( su* plans7 to individuals enroll$ 9 su* plans 7or waiv]s7 :o are at lea/ #ah ye>s ( age & resid+ 9 ! cov]age gap geographic area1 z well z ! av]age co/ ( provid+ m$ical assi/ance "u ,/ate plans "u ?is title 7& waiv]s ( su* plans7 to individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii74 7iv7 ,! organizational capacity ( ! entity1 ! exp]i5ce ( ! entity ) ,m$icaid manag$ c>e1 ! exp]i5ce ( ! entity ) ,m$icaid manag$ c>e = individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii71 ! p]=mance ( ! entity 7if available7 on ! adult core set quality measures 9 ,/ates t are n cov]age gap ,/ates4 7#c7 ,contract ) ,m$icaid manag$ c>e organization ,9 ! case ( a contract "u p>agraph 7#a7 betwe5 ! ,secret>y & an eligible entity adm9i/]+ b5efits "u ! ,program z a ,m$icaid manag$ c>e organization1 ) respect to "o or m cov]age gap geographic areas1 ! foll[+ %all apply3 7,a7 ,! provisions ( clauses 7i7 ?r\gh 7xi7 ( section #aijc7m77#b77;,a71 clause 7xii7 ( su* section 7to ! ext5t su* clause relates to subsections 7b71 7d71 7f71 & 7i7 ( section #aicb71 & clause 7xiii7 ( su* section #aijc7m77#b77;,a7 %all1 to ! greate/ ext5t practicable1 apply to ! contract1 to ! ,secret>y1 & to ! ,m$icaid manag$ c>e organization1 ) respect to provid+ m$ical assi/ance "u ! ,f$]al ,m$icaid program ) respect to su* area 7or areas71 9 ! same mann] & to ! same ext5t z su* provisions apply to a contract "u section #aijc7m7 betwe5 a ,/ate & an entity t is a m$icaid manag$ c>e organization 7z def9$ 9 section #aijc7m77#a771 to ! ,/ate1 & to ! entity1 ) respect to provid+ m$ical assi/ance to individuals eligible = b5efits "u ?is title4 7,b7 ,! provisions ( section #aicb7;h7 %all apply to ! contract1 ,secret>y1 & ,m$icaid manag$ c>e organization4 7,c7 ,! contract %all provide t ! entity pay claims 9 a timely mann] & 9 accordance ) ! provisions ( section #aijb7;a77#cg74 7,d7 ,! contract %all provide t ! ,secret>y %all make paym5ts "u ?is section to ! entity1 ) respect to cov]age ( ea* individual enroll$ "u ! ,program 9 su* a cov]age gap geographic area ) respect to :i* ! entity adm9i/]s ! ,program 9 an am\nt specifi$ 9 ! contract1 subject to subp>agraph 7,d77ii7 & p>agraph 7#f74 7,e7 ,! contract %all require-- 7i7 ! application ( a m9imum m$ical loss ratio 7z calculat$ "u subsection 7d7 ( section #dch4h ( title #db1 ,code ( ,f$]al ,regulations 7or any successor regulation77 = paym5t = m$ical assi/ance adm9i/]$ by ! manag$ c>e organization "u ! ,program1 ) respect to a ye>1 t is equal to or great] ?an #he p]c5t 7or su* high] p]c5t z specifi$ by ! ,secret>y72 & 7ii7 9 ! case1 ) respect to a ye>1 ! m9imum m$ical loss ratio 7z s calculat$7 = paym5t = s]vices "u ! b5efits s adm9i/]$ is less ?an #he p]c5t 7or su* high] p]c5t z specifi$ by ! ,secret>y "u clause 7i771 remittance by ! organization to ! ,secret>y ( any paym5ts 7or portions ( paym5ts7 made to ! organization "u ?is section 9 an am\nt equal to ! diff]5ce 9 paym5ts = m$ical assi/ance1 ) respect to ! ye>1 result+ f ! organization's failure to meet su* ratio = su* ye>4 7,f7 ,! contract %all require t ! eligible entity submit to ! ,secret>y-- 7i7 ! numb] ( individuals enroll$ 9 ! ,program ) respect to ea* cov]age gap geographic area & mon? ) respect to :i* ! contract applies2 7ii7 enc\nt] data 7disaggregat$ by race1 e?nicity1 & age7 ) respect to ea* cov]age gap geographic area & mon? ) respect to :i* ! contract applies2 & 7iii7 su* additional in=mation z specifi$ by ! ,secret>y = purposes ( paym5t1 program integrity1 ov]sight1 quality measurem5t1 or su* o!r purpose specifi$ by ! ,secret>y4 7,g7 ,! contract %all require t ! eligible entity p]=m any o!r activity id5tifi$ by ! ,secret>y4 7#d7 ,contract ) a ?ird p>ty plan adm9i/rator 7,a7 ,9 g5]al ,9 ! case ( a contract "u p>agraph 7#a7 betwe5 ! ,secret>y & an eligible entity to adm9i/] ! ,program z a ?ird p>ty plan adm9i/rator1 ) respect to "o or m cov]age gap geographic areas1 su* contract %all provide t1 ) respect to m$ical assi/ance provid$ "u ! ,f$]al ,m$icaid program to individuals :o are enroll$ 9 ! ,program ) respect to su* area 7or areas7-- 7i7 ! ?ird p>ty plan adm9i/rator %all1 consi/5t ) su* requirem5ts z may be e/abli%$ by ! ,secret>y-- 7,i7 e/abli% provid] networks1 paym5t rates1 & utilization managem5t1 consi/5t ) ! provisions ( section #aijb7;a77#cj77;,a71 z appli$ by subsection 7a77#d7 ( ?is section2 7,,ii7 pay claims 9 a timely mann] & 9 accordance ) ! provisions ( section #aijb7;a77#cg72 7,,iii7 submit to ! ,secret>y-- 7aa7 ! numb] ( individuals enroll$ 9 ! ,program ) respect to ea* cov]age gap geographic area & mon? ) respect to :i* ! contract applies2 7bb7 enc\nt] data 7disaggregat$ by race1 e?nicity1 & age7 ) respect to ea* cov]age gap geographic area & mon? ) respect to :i* ! contract applies2 & 7cc7 su* additional in=mation z specifi$ by ! ,secret>y = purposes ( paym5t1 program integrity1 ov]sight1 quality measurem5t1 or su* o!r purpose specifi$ by ! ,secret>y2 & 7,,iv7 p]=m any o!r activity id5tifi$ by ! ,secret>y2 7ii7 ! ,secret>y %all make paym5ts 7= ! claims submitt$ by ! ?ird p>ty plan adm9i/rator & = an economic & effici5t adm9i/rative fee7 "u ?is section to ! ?ird p>ty plan adm9i/rator1 ) respect to cov]age ( ea* individual enroll$ "u ! ,program 9 a cov]age gap geographic area ) respect to :i* ! ?ird p>ty plan adm9i/rator adm9i/]s ! ,program 9 an am\nt det]m9$ "u ! contract1 subject to subclause 7,,vi77bb7 & p>agraph 7#g72 & 7iii7 ! provisions ( clause 7xii7 ( section #aijc7m77#b77;,a7 7to ! ext5t su* clause relates to subsections 7b71 7d71 7f71 & 7i7 ( section #aicb7 %all1 to ! greate/ ext5t practicable1 apply to ! contract1 to ! ,secret>y1 & to ! ?ird p>ty plan adm9i/rator1 ) respect to provid+ m$ical assi/ance "u ! ,f$]al ,m$icaid program ) respect to su* area 7or areas71 9 ! same mann] & to ! same ext5t z su* provisions apply to a contract "u section #aijc7m7 betwe5 a ,/ate & an entity t is a m$icaid manag$ c>e organization 7z def9$ 9 section #aijc7m77#a771 to ! ,/ate1 & to ! entity1 ) respect to provid+ m$ical assi/ance to individuals eligible = b5efits "u ?is title 7,b7 ,?ird p>ty plan adm9i/rator def9$ ,= purposes ( ?is section1 ! t]m ?ird p>ty plan adm9i/rator means an entity t satisfies su* requirem5ts z e/abli%$ by ! ,secret>y1 :i* %all include at lea/ t su* an entity adm9i/]s heal? plan b5efits1 pays claims "u ! plan1 e/abli%es provid] networks1 sets paym5t rates1 & are n risk-be>+ entities4 7#e7 ,adm9i/rative au?ority ,! ,secret>y may take su* actions z are necess>y to adm9i/] ?is subsection1 includ+ by sett+ network adequacy /&>ds1 e/abli%+ quality requirem5ts1 e/abli%+ report+ requirem5ts1 limit+ adm9i/rative co/s1 & specify+ any o!r program requirem5ts or /&>ds necess>y 9 contract+ ) specifi$ entities "u ?is subsection1 & ov]see+ su* entities1 ) respect to ! adm9i/ration ( ! ,f$]al ,m$icaid program4 7#f7 ,preemption ,9 c>ry+ out ! duties "u a contract ent]$ into "u p>agraph 7#a7 betwe5 ! ,secret>y & a ,m$icaid manag$ c>e organization or a ?ird p>ty plan adm9i/rator1 ) respect to a cov]age gap ,/ate-- 7,a7 ! ,secret>y may e/abli% m9imum /&>ds & lic5sure requirem5ts = su* a ,m$icaid manag$ c>e organization or ?ird p>ty plan adm9i/rator = purposes ( c>ry+ out su* duties2 & 7,b7 any provisions ( law ( t ,/ate :i* relate to ! lic5s+ ( ! organization or adm9i/rator & :i* prohibit ! organization or adm9i/rator f provid+ cov]age pursuant to a contract "u ?is section %all be sup]s$$4 7#g7 ,p5alties ,9 ! case ( an eligible entity ) a contract "u ?is section t fails to comply ) ! requirem5ts ( su* entity pursuant to ?is section or su* contract1 ! ,secret>y may )hold paym5t 7or any portion ( su* paym5t7 to su* entity "u ?is section 9 accordance ) a process specifi$ by ! ,secret>y1 impose a corrective action plan on su* entity1 t]m9ate ! contract1 or impose a civil monet>y p5alty on su* entity 9 an am\nt n to exce$ #aj1jjj = ea* su* failure4 ,9 implem5t+ ?is p>agraph1 ! ,secret>y %all h ! au?orities provid$ ! ,secret>y "u section #aicb7;e7 & subp>ts ,f & ,i ( "p #dch ( title #db1 ,code ( ,f$]al ,regulations4 7#h7 ,cov]age gap geographic area ,= purposes ( ?is section1 ! t]m cov]age gap geographic area means an area ( "o or m cov]age gap ,/ates1 z specifi$ by ! ,secret>y1 or any area )9 su* a ,/ate1 z specifi$ by ! ,secret>y4 7c7 ,p]iodic data mat*+ ,! ,secret>y %all1 includ+ ?r\gh contract1 p]iodically v]ify ! income ( an individual enroll$ 9 ! ,f$]al ,m$icaid program = a ye>1 be=e ! end ( su* ye>1 to det]m9e if !re has be5 any *ange 9 ! individual's eligibility = b5efits "u ! program4 ,= purposes ( ! previ\s s5t5ce1 9 ! case t1 pursuant to su* v]ification1 an individual is det]m9$ to h _h a *ange 9 income t results 9 su* individual no long] be includ$ z an individual describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii71 ! ,secret>y %all apply ! same processes & protections z ,/ates are requir$ "u ?is title to apply ) respect to an individual :o is det]m9$ to h _h a *ange 9 income t results 9 su* individual no long] be+ includ$ z eligible = m$ical assi/ance "u ?is title 7o!r ?an pursuant to ?is section74 7d7 ,drug rebates ,= purposes ( subsection 7a77#b77;,c71 9 apply+ section #aibg1 ! ,secret>y %all 7ei!r directly or ?r\gh contracts7-- 7#a7 require an eligible entity ) a contract "u subsection 7b7 to report ! data requir$ to be report$ "u section #aibg7;b77#b7 by a ,/ate ag5cy & require su* entity to submit to ! ,secret>y rebate data1 utilization data1 & any o!r in=mation t w\ld o!rwise be requir$ "u section #aibg to be submitt$ to ! ,secret>y by a ,/ate2 7#b7 %all take su* actions z are necess>y & develop or adapt su* processes & me*anisms z are necess>y to report & collect data z is necess>y & to bill & track rebates "u section #aibg1 z appli$ pursuant to subsection 7a77#b77;,b7 = drugs t are provid$ "u ! ,f$]al ,m$icaid program2 7#c7 provide t ! cov]age requirem5ts ( prescription drugs "u ! ,f$]al ,m$icaid program comply ) ! cov]age requirem5ts "u section #aibg2 7#d7 require t 9 ord] = paym5t to be available "u ! ,f$]al ,m$icaid program or "u section #aijc7;a7 = cov]$ outpati5t drugs ( a manufactur]1 ! manufactur] mu/ h ent]$ into & h 9 effect a rebate agreem5t to provide rebates "u section #aibg to ! ,f$]al ,m$icaid program 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 ?is title2 7#e7 require an eligible entity ) a contract "u subsection 7b7 to provide = a drug use review program describ$ 9 subsection 7g7 ( section #aibg 9 accordance ) ! requirem5ts applicable to a ,/ate "u su* subsection 7g7 ) respect to a drug use review program2 & 7#f7 adopt a me*anism to prev5t ! requirem5ts ( section #aibg f apply+ to cov]$ outpati5t drugs "u ! ,f$]al ,m$icaid program pursuant to ?is subsection & subsection 7a77#b77;,c7 if su* drugs are subject to disc\nts "u section #cdj;,b ( ! ,public ,heal? ,s]vice ,act4 7e7 ,transitions 7#a7 ,f ,ex*ange plans onto ,f$]al ,m$icaid program ,! ,secret>y %all provide = a process "u :i*1 9 ! case ( individuals entitl$ to m$ical assi/ance pursuant section #aijb7;a77#aj77;,a77i77,,viii7 :o are enroll$ 9 qualifi$ heal? plans ?r\gh an ,ex*ange 9 a cov]age gap ,/ate1 ! ,secret>y takes su* /eps z are necess>y to transition su* individuals to cov]age "u ! ,f$]al ,m$icaid program4 ,su* process %all apply proc$ures describ$ 9 section #aidc7;b77#a77;,c7 to scre5 = eligibility & enrollm5t "u ! ,f$]al ,m$icaid program 9 ! same mann] z su* proc$ures scre5 = eligibility & enrollm5t "u qualifi$ heal? plans ?r\gh an ,ex*ange e/abli%$ "u title ,i ( ! ,pati5t ,protection & ,af=dable ,c>e ,act4 7#b7 ,9 case cov]age gap ,/ate beg9s provid+ cov]age "u ,/ate plan ,! ,secret>y %all provide = a process =1 9 ! case ( a cov]age gap ,/ate 9 :i* ! ,/ate beg9s to provide m$ical assi/ance to individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 "u ! ,/ate plan 7or waiv] ( su* plan7 & ! ,f$]al ,m$icaid program ceases to be (f]$1 transition+ individuals f su* program to ! ,/ate plan 7or waiv]71 z eligible1 includ+ a process = transition+ all eligibility r$et]m9ations4 7#c7 ,au?ority = phase-9 ,! ,secret>y may apply section #aijb7;a77#cd71 pursuant to subsection 7a77#b77;,b7 ( ?is section1 9 accordance ) su* phas$-9 implem5tation z ! ,secret>y deems necess>y1 b beg9n+ z soon z practicable4 7f7 ,coord9ation ) & enrollm5t ?r\gh ,ex*anges ,! ,secret>y %all take su* actions z are necess>y to provide1 9 ! case ( a cov]age gap ,/ate 9 :i* ! ,f$]al ,m$icaid program is (f]$1 = ! availability ( in=mation on1 det]m9ations ( eligibility =1 & enrollm5t 9 su* program ?r\gh & coord9at$ ) ! ,ex*ange e/abli%$ ) respect to su* ,/ate "u title ,i ( ! ,pati5t ,protection & ,af=dable ,c>e ,act4 7g7 ,?ird p>ty liability ,! provisions ( section #aijb7;a77#be7 %all apply ) respect to ! ,f$]al ,m$icaid program1 ! ,secret>y1 & ! eligible entities ) a contract "u subsection 7b7 9 ! same mann] z su* provisions apply ) respect to ,/ate plans "u ?is title 7or waiv] ( su* plans7 & ! ,/ate or local ag5cy adm9i/]+ su* plan 7or waiv]74 ,! ,secret>y may specify a timel9e 7:i* may include a phase-97 = implem5t+ ?is subsection4 7h7 ,fraud ,& ,abuse ,provisions ,provisions ( law 7o!r ?an crim9al law provisions7 id5tifi$ by ! ,secret>y1 9 consultation 7z appropriate7 ) ! ,inspector ,g5]al ( ! ,dep>tm5t ( ,heal? & ,human ,s]vices1 t impose sanctions ) respect to wa/e1 fraud1 & abuse "u ?is title or title ,,xi1 su* z ! ,false ,claims ,act 7#ca ,u4,s4,c4 #cgbi et seq471 z well z provisions ( law 7o!r ?an crim9al law provisions7 id5tifi$ by ! ,secret>y t provide ov]sight au?ority1 %all also apply to ! ,f$]al ,m$icaid program4 7i7 ,ma9t5ance ( ef=t 7#a7 ,paym5t 7,a7 ,9 g5]al ,9 ! case ( a ,/ate t1 z ( ,janu>y #a1 #bjbb1 is exp5d+ am\nts = all individuals describ$ 9 section #aijb7;a77#aj77;,a77i77,,viii7 "u ! ,/ate plan 7or waiv] ( su* plan7 & t /ops exp5d+ am\nts = all su* individuals "u ! ,/ate plan 7or waiv] ( su* plan71 su* ,/ate %all = ea* qu>t] beg9n+ aft] ,janu>y #a1 #bjbb1 dur+ :i* su* ,/ate does n exp5d am\nts = all su* individuals provide = paym5t "u ?is subsection to ! ,secret>y ( ! product (-- 7i7 #aj p]c5t (1 subject to subp>agraph 7,b71 ! av]age mon?ly p] capita co/s exp5d$ "u ! ,/ate plan 7or waiv] ( su* plan7 = su* individuals dur+ ! mo/ rec5t previ\s qu>t] ) respect to :i* ! ,/ate exp5d$ am\nts = all su* individuals2 & 7ii7 ! sum1 = ea* mon? dur+ su* qu>t]1 ( ! numb] ( individuals enroll$ "u su* program 9 su* ,/ate4 7,b7 ,annual increase ,= purposes ( subp>agraph 7,a71 9 ! case ( a ,/ate ) respect to :i* su* subp>agraph applies ) respect to a p]iod ( consecutive qu>t]s occurr+ dur+ m ?an "o cal5d> ye>1 = su* consecutive qu>t]s occurr+ dur+ ! second ( su* cal5d> ye>s or a subsequ5t cal5d> ye>1 ! av]age mon?ly p] capita co/s = ea* su* qu>t] = su* ,/ate det]m9$ "u subp>agraph 7,a77i71 or ?is subp>agraph1 %all be annually increas$ by ! ,secret>y by ! p]c5tage increase 9 ,m$icaid sp5d+ "u ?is title dur+ ! prec$+ ye> 7z det]m9$ bas$ on ! mo/ rec5t ,national ,heal? ,exp5diture data ) respect to su* ye>74 7#b7 ,=m & mann] ( paym5t ,paym5t "u p>agraph 7#a7 %all be made 9 a =m & mann] specifi$ by ! ,secret>y4 7#c7 ,compliance ,if a ,/ate fails to pay to ! ,secret>y an am\nt requir$ "u p>agraph 7#a71 int]e/ %all accrue on su* am\nt at ! rate provid$ "u section #aijc7;d77#e74 ,! am\nt s ow$ & applicable int]e/ %all be imm$iately (fset aga9/ am\nts o!rwise payable to ! ,/ate "u section #aijc7;a71 9 accordance ) ! ,f$]al ,claims ,collection ,act ( #aiif & applicable regulations4 7#d7 ,data mat* ,! ,secret>y %all p]=m su* p]iodic data mat*es z may be necess>y to id5tify & compute ! numb] ( individuals enroll$ "u ! ,f$]al ,m$icaid program "u section #aidh 9 a cov]age gap ,/ate 7z ref]5c$ 9 subsection 7a7 ( su* section7 = purposes ( comput+ ! am\nt "u p>agraph 7#a74 7#e7 ,notice ,! ,secret>y %all notify ea* ,/ate describ$ 9 p>agraph 7#a7 n lat] ?an a date specifi$ by ! ,secret>y t is be=e ! beg9n+ ( ea* qu>t] 7beg9n+ ) #bjbb7 ( ! am\nt comput$ "u p>agraph 7#a7 = ! ,/ate = t ye>4 7j7 ,appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 = ea* fiscal ye> su* sums z are necess>y to c>ry out subsections 7a7 ?r\gh 7i7 ( ?is section4 4 7b7 ,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 ! ,f$]al ,m$icaid program "u section #aidh1 or "u "p ,b ( title ,,xviii2 & 7#b7 by ins]t+ includ+ z su* subsection is appli$ pursuant to subsections 7a77#b77;,c7 & 7d7 ( section #aidh ) respect to ! ,f$]al ,m$icaid program1 be=e & mu/ meet4 #b ,exp&+ ,access to ,m$icaid ,home & ,community-,bas$ ,s]vices #cjgaa4 ,def9itions ,9 ?is "p3 7#a7 ,appropriate committees ( congress ,! t]m appropriate committees ( ,congress means ! ,committee on ,en]gy & ,comm]ce ( ! ,h\se ( ,repres5tatives1 ! ,committee on ,f9ance ( ! ,s5ate1 ! ,committee on ,heal?1 ,education1 ,labor & ,p5sions ( ! ,s5ate1 & ! ,special ,committee on ,ag+ ( ! ,s5ate4 7#b7 ,direct c>e work] ,! t]m direct c>e work] means1 ) respect to a ,/ate1 any ( ! foll[+ individuals :o by contract1 by receipt ( paym5t = c>e1 or z a result ( ! op]ation ( law1 provides 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/ :o provides lic5s$ nurs+ s]vices1 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#c7 ,,hcbs program improvem5t ,/ate ,! t]m ,,hcbs program improvem5t ,/ate means a ,/ate t is aw>d$ a plann+ grant "u section #ajaa7;a7 & has an ,,hcbs improvem5t plan approv$ by ! ,secret>y "u section #ajaa7;d74 7#d7 ,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 regulation774 7,c7 ,any o!r entity det]m9$ to be appropriate by ! ,/ate & approv$ by ! ,secret>y4 7#e7 ,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 ,self-direct$ p]sonal assi/ance s]vices au?oriz$ "u section #aiae7;j7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifn7j774 7,i7 ,s*ool-bas$ s]vices :5 ! s*ool is ! location = provision ( s]vices if ! s]vices are-- 7i7 au?oriz$ "u section #aije7;a7 ( su* ,act 7#db ,u4,s4,c4 #acif;d7a77 7or "u a waiv] "u section #aiae7;c7 or demon/ration "u section #aaae7 2 & 7ii7 describ$ 9 ano!r subp>agraph ( ?is p>agraph4 7,j7 ,su* o!r s]vices specifi$ by ! ,secret>y4 7#f7 ,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 7or di/9ct "p !re(7 describ$ 9 section #aije7;d7 ( su* ,act 7#db ,u4,s4,c4 #acif;d7d7772 7,e7 an in/itution 7or di/9ct "p !re(7 :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 7or di/9ct "p !re(7 describ$ 9 section #aije7;i7 ( su* ,act 7#db ,u4,s4,c4 #acif;d7i772 & 7,g7 any o!r relevant facility1 z det]m9$ by ! ,secret>y4 7#g7 ,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 w\ld become eligible = m$ical assi/ance & enroll$ "u a ,/ate ,m$icaid plan1 or waiv] ( su* plan1 ^u removal f a wait+ li/4 7#h7 ,/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 et seq47 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#i7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,heal? & ,human ,s]vices4 7#aj7 ,/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 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 ,! ,secret>y %all res]ve #e1jjj1jjj ( ! am\nt appropriat$ "u p>agraph 7#a7 = purposes ( issu+ guidance & provid+ te*nical assi/ance to ,/ates int5d+ to apply =1 or 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 ,crit]ia = det]m9+ am\nt ( grants ,! ,secret>y %all take into acc\nt ! improvem5ts a ,/ate w\ld propose to make1 consi/5t ) ! areas ( focus ( ! ,,hcbs improvem5t plan requirem5ts describ$ "u subsection 7c7 9 det]m9+ ! am\nt ( ! plann+ grant to be aw>d$ to ea* ,/ate t reque/s su* a grant4 7#c7 ,use ( funds ,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 & 7d7 9 ord] to exp& access to home & community-bas$ s]vices & /r5g!n ! direct c>e work=ce t provides su* s]vices4 ,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 & = su* o!r purposes z ! ,secret>y %all specify1 includ+ ! foll[+3 7,a7 ,c>egiv] supports4 7,b7 ,address+ social det]m9ants ( heal? 7o!r ?an h\s+ or homelessness74 7,c7 ,promot+ equity & address+ heal? disp>ities4 7,d7 ,promot+ community integration & compliance ) ! home & community-bas$ sett+s rule publi%$ on ,janu>y #af1 #bjad1 or any successor regulation4 7,e7 ,build+ p>tn]%ips4 7,f7 ,infra/ructure inve/m5ts 7su* z case managem5t or o!r in=mation te*nology sy/ems74 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 7:i* %all be del9eat$ by ! ,/ate bas$ on eligibility gr\p "u ! ,/ate plan or waiv] ( su* plan7 = home & community-bas$ s]vices1 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 & provid]s ( su* s]vices1 su* z b>ri]s = individuals :o wi% to leave in/itutional sett+s1 individuals exp]i5c+ homelessness or h\s+ in/ability1 & individuals 9 geographical areas ( ! ,/ate ) l[ or no access to su* s]vices4 7ii7 ,availability2 unmet ne$ ,a summ>y1 9 accordance ) guidance issu$ by ! ,secret>y1 ( ! 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 waitli/ = su* s]vices74 7,c7 ,utilization ,an assessm5t ( ! utilization ( home & community-bas$ s]vices 9 ! ,/ate 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 ! ,/ate1 includ+ :e!r models ( self-direction are us$ & to :i* ,m$icaid eligible individuals su* models are available1 ! %>e ( total s]vices t are adm9i/]$ by ag5cies1 ! use ( manag$ c>e & fee-=-s]vice to provide su* s]vices1 & ! supports provid$ = family c>egiv]s4 7,e7 ,work=ce ,a description ( ! direct c>e work=ce t provides home & community-bas$ s]vices1 includ+ e/imates 7& a description ( ! me?odology us$ to develop su* e/imates7 ( ! 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] positions1 ! memb]%ip ( direct c>e work]s 9 labor organizations &1 to ! ext5t ! ,/ate has access to su* data1 demographic in=mation ab\t su* work=ce1 includ+ in=mation on race1 e?nicity1 & g5d]4 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 & ! ext5t to :i* paym5t rates are pass$ ?r\gh to direct c>e work] wages4 7ii7 ,assessm5t ,an assessm5t ( ! relation%ip betwe5 paym5t rates = su* s]vices & 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 :o receive items & s]vices = great] ?an #cj days 9 an in/itutional sett+ t is a nurs+ facility or int]m$iate c>e facility1 & ! demographic in=mation ( su* individuals :o are provid$ su* items & s]vices 9 su* sett+s4 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,b717,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 ,act7z add$ "u section #cjgac74 7,b7 ,r$uce b>ri]s & disp>ities 9 access or utilization ( home & community-bas$ s]vices 9 ! ,/ate4 7,c7 ,monitor & report 7) support+ data to ! ext5t available & applicable disaggregat$ by age gr\ps1 prim>y disability1 income brackets1 g5d]1 race1 e?nicity1 geography1 prim>y language1 & type ( s]vice sett+1 on-- 7i7 access to home & community-bas$ s]vices "u ! ,/ate ,m$icaid program1 disp>ities 9 access to su* s]vices1 & ! utilization ( su* s]vices2 & 7ii7 ! 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,d7 ,monitor & report on wages1 b5efits1 & vacancy & turnov] rates = direct c>e work]s4 7,e7 ,assess & monitor ! suffici5cy ( paym5ts "u ! ,/ate ,m$icaid program = ! 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,f7 ,coord9ate implem5tation ( ! ,,hcbs improvem5t plan among ! ,/ate ,m$icaid ag5cy1 ag5cies s]v+ individuals ) disabilities1 ag5cies s]v+ ! eld]ly1 & o!r relevant ,/ate & local ag5cies & organizations t provide relat$ supports1 su* z ^? = h\s+1 transportation1 employm5t1 & o!r s]vices & supports4 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 ) input f /akehold]s ?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 #cjgac74 ,! ,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 ,/ate or pursuant to section #aije7;jj7 ( ! ,social ,security ,act1 z add$ by section #cjgac1 if ! ,/ate fails to implem5t ! ,,hcbs improvem5t plan ( ! ,/ate or meet applicable deadl9es "u ?is section4 #cjgac4 ,,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 or section #fjjh7;a7 ( ! ,families ,fir/ ,coronavirus ,response ,act7 %all be increas$ by #g p]c5tage po9ts2 & 7ii7 ) respect to ! ,/ate meet+ ! requirem5ts describ$ 9 p>agraphs 7#b7 & 7#d71 not)/&+ section #aijc7;a77#g71 #aijc7;a77#c77;,f71 & #aijc7t71 ) 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 & 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 su* section %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/ #h fiscal qu>t]s ?r\gh\t :i* ! ,/ate has implem5t$ & has 9 effect a program to support self-direct$ c>e 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 ,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 subp>agraphs 7,a7 &1 if applicable1 7,b7 ( p>agraph 7#a7 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 #cjgab ( ! ,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]iod 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 or waiv] 7relative to ! home & community-bas$ s]vices available "u ! plan or waiv] z ( ! date on :i* ! ,/ate 0 aw>d$ a plann+ grant "u section #cjgab ( ! ,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 paym5t rates = su* s]vices t are includ$ 9 manag$ c>e capitation rates2 or 7,,iii7 except to ! ext5t p]mitt$ "u clause 7ii71 adopt m re/rictive /&>ds1 me?odologies1 or proc$ures = det]m9+ eligibility1 b5efits1 or s]vices = receipt ( home & community-bas$ s]vices1 includ+ ) respect to co/-%>+1 ?an ! /&>ds1 me?odologies1 or proc$ures applicable z ( su* date4 7ii7 ,flexibility to support innovative models ,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\ps & categories7 receiv+ home & community-bas$ s]vices2 or 7,,iii7 increas$ co/-%>+ = home & community-bas$ s]vices4 7,c7 ,access to s]vices ,n lat] ?an an implem5tation date z specifi$ by ! ,secret>y 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 = 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 z def9$ 9 ! ,/ate's ,,hcbs improvem5t plan4 7v7 ,improves coord9ation ( home & community-bas$ s]vices ) employm5t1 h\s+1 & transportation supports4 7vi7 ,provides supports to family c>egiv]s1 su* z respite c>e1 c>egiv] assessm5ts1 pe] supports1 or paid family c>egiv+4 7vii7 ,adopts1 exp&s eligibility =1 or exp&s cov]$ items & s]vices provid$ "u #a or m eligibility categories au?oriz$ "u subclause 7,,xiii71 7,,xv71 or 7,,xvi7 ( section #aijb7;a77#aj77;,a77ii74 7,d7 ,/r5g!n$ & exp&$ 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 paym5ts = home & community-bas$ s]vices are suffici5t to ensure t c>e & s]vices are available to ! ext5t describ$ 9 ! ,/ate ,,hcbs improvem5t plan2 & 7,,ii7 updat+ qualification /&>ds 7z appropriate71 & develop+ & adopt+ tra9+ opportunities1 = ! cont9uum ( provid]s ( home & community-bas$ s]vices1 includ+ programs = indep5d5t provid]s ( su* s]vices & ag5cy direct c>e work]s1 z well z unique programs & res\rces = family c>egiv]s4 7ii7 ,paym5t rates ,9 c>ry+ out clause 7i77,i71 ! ,/ate %all-- 7,i7 update & increase1 z appropriate1 paym5t rates = deliv]y ( home & community-bas$ s]vices to support ! recruitm5t & ret5tion ( ! direct c>e work=ce2 7,,ii7 review &1 if necess>y to ensure suffici5t access to c>e1 increase paym5t rates = home & community-bas$ s]vices1 n less frequ5tly ?an once e #c ye>s1 ?r\gh a transp>5t process involv+ mean+ful input f /akehold]s1 includ+ 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 advocates2 & 7,,iii7 ensure t increases 9 ! paym5t rates = home & community-bas$ s]vices-- 7aa7 at a m9imum1 results 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,,ii72 & 7bb7 incorporate into provid] paym5t rates = home & community-bas$ s]vices provid$ "u ?is title by a manag$ c>e entity 7z def9$ 9 section #aicb7;a77#a77;,b77 a prepaid inpati5t heal? plan or prepaid ambulatory heal? plan1 z def9$ 9 section #dch4b ( title #db1 ,code ( ,f$]al ,regulations 7or any successor regulation771 "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 non-pr(it entities1 includ+ an ag5cy ) *oice or a simil> s]vice deliv]y model1 a program = ! p]=mance ( all ( ! foll[+ functions3 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>ies1 su* z by conduct+ backgr\nd *ecks & address+ compla9ts report$ by recipi5ts ( home & community-bas$ s]vices consi/5t ) ,fair ,he>+ requirem5ts & prior notice ( s]vice r$uctions1 includ+ "u subp>t ,f ( "p #dch ( title #db1 ,code ( ,f$]al ,regulations & section #dch4ga7;d7 ( su* title4 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]vice1 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%ip1 su* z by facilitat+ enrollm5t ( su* family memb] or individual z a provid] ( home & community-bas$ s]vices "u ! ,/ate plan or a waiv] ( su* plan4 7,g7 ,ensur+ t su* programs d n discrim9ate aga9/ labor organizations or work]s :o may jo9 or decl9e to jo9 a labor 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 t-- 7i7 op]ates indep5d5tly f ! ,/ate ,m$icaid ag5cy & manag$ c>e entities2 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+ ) ! #e? fiscal qu>t] = :i* ! ,/ate is an ,,hcbs program improvem5t ,/ate1 & annually !reaft]1 ! ,/ate reports to ! ,secret>y on ! /ate 7z ( ! la/ qu>t] be=e ! report7 ( ! compon5ts ( ! home & community-bas$ s]vices l&scape describ$ 9 ! ,/ate ,,hcbs improvem5t plan1 includ+ ) respect to-- 7i7 ! availability & utilization ( home & community-bas$ s]vices1 disaggregat$ 7to ! ext5t available & z applicable7 by age gr\ps1 prim>y disability1 income brackets1 g5d]1 race1 e?nicity1 geography1 prim>y language1 & type ( s]vice sett+2 7ii7 wages1 b5efits1 turnov] & vacancy rates = ! direct c>e work=ce2 7iii7 *anges 9 paym5t rates = home & community-bas$ s]vices2 7iv7 implem5tation ( ! activities to /r5g!n & exp& access to home & community-bas$ s]vices & ! direct c>e work=ce t provides su* s]vices 9 accordance ) ! requirem5ts ( subp>agraphs 7,c7 & 7,d7 ( p>agraph 7#b72 7v7 if applicable1 implem5tation ( ! activities describ$ 9 p>agraph 7#c72 7vi7 ,/ate exp5ditures = home & community-bas$ s]vices "u ! ,/ate plan or a waiv] ( su* plan z a proportion ( ! total am\nt ( ,/ate exp5ditures "u ! plan or waiv] ( su* plan = long-t]m s]vices & supports2 & 7vii7 ! *all5ges 91 & be/ practices =1 exp&+ access to home & community-bas$ s]vices1 r$uc+ disp>ities1 & support+ & exp&+ ! 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 at any "t or beg9n+ ) ! #bi? fiscal qu>t] t beg9s on or aft] ! fir/ date on :i* a ,/ate is an ,,hcbs program improvem5t ,/ate if ! ,/ate is f\nd to be out ( compliance ) p>agraph 7#b77;,b7 or any o!r requirem5t ( ?is subsection &1 beg9n+ ) su* #bi? fiscal qu>t]1 unless1 n lat] ?an #ij days be=e ! fir/ day ( su* fiscal qu>t]1 ! ,/ate submits to ! ,secret>y a report demon/rat+ ! foll[+ improvem5ts3 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 ,r$uc$ disp>ities 9 ! utilization & availability ( home & community-bas$ s]vices relative to ! availability & utilization ( su* s]vices by su* populations z report$ 9 su* plan accord+ to age gr\ps1 prim>y disability1 income brackets1 g5d]1 race1 e?nicity1 geography1 prim>y language1 & type ( s]vice sett+ 7to ! ext5t available & applicable71 & adju/$ = demographic *anges 9 ! ,/ate s9ce ! submission ( su* plan4 7,c7 ,evid5ce t rates are suffici5t to ensure access to items & s]vices = individuals eligible = ,,hcbs 9 su* ,/ate4 7,d7 ,) 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 & home & community-bas$ s]vices h ! mean+ giv5 ^? t]ms 9 section #cjgaa ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 4 #cjgad4 ,fund+ = te*nical assi/ance & o!r adm9i/rative requirem5ts relat$ to ,m$icaid ,,hcbs 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 #ce1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out ! foll[+ activities3 7#a7 ,to prep>e & submit to ! appropriate committees ( ,congress-- 7,a7 n lat] ?an #d ye>s aft] ! date ( enactm5t ( ?is ,act1 a report t includes-- 7i7 a description ( ! ,,hcbs improvem5t plans approv$ by ! ,secret>y "u section #cjgab7;d72 7ii7 a description 7:i* may be a n>rative report ) examples or o!rwise7 ( ! l&scape1 at bo? ! national & ,/ate levels1 ) respect to gaps 9 cov]age ( home & community-bas$ s]vices1 disp>ities 9 access to1 & utilization (1 su* s]vices1 & b>ri]s to access+ su* s]vices2 & 7iii7 a description ( ! national l&scape ) respect to ! direct c>e work=ce t provides home & community-bas$ s]vices1 includ+ ) respect to wages1 b5efits1 & *all5ges to ! availability ( su* work]s2 & 7,b7 n lat] ?an #g ye>s aft] ! date ( enactm5t ( ?is ,act1 & e #c ye>s !reaft]1 a report t includes-- 7i7 ! numb] ( ,,hcbs program improvem5t ,/ates2 7ii7 a summ>y ( ! progress be+ made by su* ,/ates ) respect to /r5g!n+ & exp&+ access to home & community-bas$ s]vices & ! direct c>e work=ce t provides su* s]vices & meet+ ! b5*m>ks = demon/rat+ improvem5ts requir$ "u section #aije7;jj77#e7 ( ! ,social ,security ,act 7z add$ by section #cjgac72 7iii7 a summ>y ( ,/ates' p]=mance measures z a "p ( ! home & community-bas$ s]vices core quality measures & b5efici>y & family c>egiv] surveys2 & 7iv7 a summ>y ( ! *all5ges & be/ practices report$ by ,/ates 9 exp&+ access to home & community-bas$ s]vices & support+ & exp&+ ! direct c>e work=ce t provides su* s]vices4 7#b7 ,to provide ,,hcbs program improvem5t ,/ates ) te*nical assi/ance relat$ to c>ry+ out ! ,,hcbs improvem5t plans approv$ by ! ,secret>y "u section #cjgab7;d7 & meet+ ! requirem5ts & b5*m>ks = demon/rat+ improvem5ts requir$ "u section #aije7;jj7 ( ! ,social ,security ,act 7z add$ by section #cjgac71 & to issue su* guidance or regulations z necess>y to c>ry out ?is subtitle & ! am5dm5ts made by ?is subtitle1 includ+ guidance specify+ h[ ,/ates %all assess & track access to home & community-bas$ s]vices ov] "t4 #cjgae4 ,fund+ = ,,hcbs quality measurem5t & improvem5t 7a7 ,9 g5]al ,title ,,xi ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acja et seq47 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 ,,xix1 beg9n+ ) ! annual ,/ate report = ! 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+ 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>agraph1 ! 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>y 9 ! mann] describ$ 9 section #aaci;,b7b77#e77;,d74 ,! ,secret>y may det]m9e :i* measures are to be includ$ 9 ! core set "u ?is section & :i* 9 ! core set "u section #aaci;,b1 bas$ on ! diff]5ces 9 heal? c>e ne$s = ! relevant populations4 2 & 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+ ei!r-- 7i7 ! home & community-bas$ s]vices quality measures includ$ 9 ! core set ( adult heal? quality measures "u subp>agraph 7,d71 & any updates or *anges to su* measures2 or 7ii7 an equival5t alt]native set ( home & community-bas$ s]vices quality measures approv$ by ! ,secret>y4 2 & 7ii7 9 p>agraph 7#e71 by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,,hcbs quality measures 7i7 ,9 g5]al ,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>agraph1 ! 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 7ii7 ,requirem5ts 7,i7 ,int]ag5cy collaboration2 /akehold] input ,9 develop+ 7& subsequ5tly review+ & updat+7 ! home & community-bas$ s]vices quality measures includ$ 9 ! core set ( adult heal? quality measures ma9ta9$ "u ?is p>agraph1 ! ,secret>y %all-- 7aa7 collaborate ) ! ,adm9i/rator ( ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices1 ! ,adm9i/rator ( ! ,adm9i/ration = ,community ,liv+1 ! ,director ( ! ,ag5cy = ,heal?c>e ,rese>* & ,quality1 & ! ,assi/ant ,secret>y = ,m5tal ,heal? & ,sub/ance ,use2 & 7bb7 ensure t su* home & community-bas$ s]vices quality measures are in=m$ by input f /akehold]s1 includ+ 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,,ii7 ,reflective ( full array ( s]vices ,su* home & community-bas$ s]vices quality measures %all-- 7aa7 reflect ! full array ( home & community-bas$ s]vices & recipi5ts ( su* s]vices2 & 7bb7 include-- 7,,aa7 outcomes-bas$ measures2 7,,bb7 measures ( availability ( s]vices2 7,,cc7 measures ( provid] capacity & availability2 7,,dd7 measures relat$ to p]son-c5t]$ c>e2 7,,ee7 measures specific to self-direct$ c>e2 7,,ff7 measures relat$ to transitions to & f in/itutional c>e2 & 7,,gg7 b5efici>y & family c>egiv] surveys4 7,,iii7 ,demographics ,su* home & community-bas$ s]vices quality measures %all all[ = ! collection1 to ! ext5t available1 ( data t is 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,,iv7 ,def9itions ,= purposes ( ?is section & section #aaci;,a1 ! t]ms home & community-bas$ s]vices1 heal? plan2 & direct c>e work] h ! mean+s giv5 ^? t]ms 9 section #cjgaa ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 7iii7 ,fund+ ,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 ?is subp>agraph4 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 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* measures or an equival5t alt]native set ( home & community-bas$ s]vices quality measures approv$ by ! ,secret>y2 &4 7b7 ,increas$ ,f$]al mat*+ rate = adoption & report+ 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 subsection 7f7 & ?is subsection4 4 #c ,o!r ,m$icaid #cjgba4 ,p]man5t ext5sion ( ,m$icaid protections aga9/ sp\sal impov]i%m5t = recipi5ts ( home & community-bas$ s]vices ,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 #cjgbb4 ,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> #bjba4 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 ,out ( ! am\nts made available "u p>agraph 7#a71 = ! #c-ye> p]iod beg9n+ ) fiscal ye> #bjbb & = ea* subsequ5t #c-ye> p]iod1 #e1jjj1jjj %all be made available = c>ry+ out subsection 7f7 & 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 #cjgbc4 ,ext5d+ cont9u\s ,m$icaid cov]age = pregnant & po/p>tum wom5 7a7 ,requir+ full b5efits = pregnant & po/p>tum wom5 = #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$-- 7,a7 by /rik+ 7#e7 ,a woman :o & ins]t+ 7#e77;,a7 ,= any fiscal ye> qu>t] ) respect to :i* ! am5dm5ts made by section #cjgbc7;a77#a77;,b7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad d n apply 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( su* ,act71 a woman :o2 & 7,b7 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 ( ?is subp>agraph71 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 et seq47 is am5d$-- 7,a7 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 7,b7 9 section #aijb7;e77#f71 by /rik+ ,9 ! case ( & ins]t+ ,= any fiscal ye> qu>t] ) respect to :i* ! am5dm5ts made by section #cjgbc7;a77#a77;,b7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad d n apply 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( su* ,act71 9 ! case (2 7,c7 9 section #aijb7l77#a77;,a71 by /rik+ #fj-;day p]iod & ins]t+ #ab-mon? p]iod2 7,d7 9 section #aijc7v77#d77;,a7-- 7i7 9 clause 7i71 by /rik+ #fj-;day p]iod & ins]t+ #ab-mon? p]iod 7or1 = any fiscal ye> qu>t] ) respect to :i* ! am5dm5ts made by section #cjgbc7;a77#a77;,b7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad d n apply 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( su* ,act71 #fj-;day p]iod72 & 7ii7 9 clause 7ii71 by ins]t+ & includ+ an individual to :om section #aijb7;e77#e77;,b7 applies1 9 accordance ) su* section1 ?r\gh ! end ( ! mon? 9 :i* ! #ab-mon? p]iod 7beg9n+ on ! la/ day ( pregnancy ( ! individual7 ends be=e ! p]iod at ! end2 & 7,e7 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* ! am5dm5ts made by section #cjgbc7;a77#a77;,b7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad d n apply 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( su* ,act71 #fj-;day p]iod74 7b7 ,transition f ,/ate option ,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* ! am5dm5ts made by section #cjgbc7;a77#a77;,b7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad d n apply 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( su* ,act71 at ! option ( ! ,/ate4 7c7 ,effective date 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 ! am5dm5ts made by ?is section %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 = ,/ate legislation ,9 ! case ( a ,/ate plan "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif et seq47 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 section1 ! 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 #cjgbd4 ,provid+ = #a ye> ( cont9u\s eligibility = *ildr5 "u ! ,m$icaid program 7a7 ,9 g5]al ,section #aijb7;e7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif;a7e77 is am5d$-- 7#a7 9 p>agraph 7#ab71 by ins]t+ be=e ! date ( ! enactm5t ( p>agraph 7#ag7 aft] subsection 7a77#aj77;,a74 7#b7 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 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 7b7 ,effective date 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 ! am5dm5ts made by subsection 7a77#b7 %all apply ) respect to eligibility det]m9ations or r$et]m9ations made on or aft] ! date ( ! enactm5t ( ?is ,act4 7#b7 ,exception = ,/ate legislation ,9 ! case ( a ,/ate plan "u title ,,xix ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acif et seq47 t ! ,secret>y ( ,heal? & ,human ,s]vices det]m9es requires ,/ate legislation 9 ord] = ! plan to meet any requirem5t impos$ by am5dm5ts made "u subsection 7a77#b71 ! 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 #cjgbe4 ,all[+ = m$ical assi/ance "u ,m$icaid = inmates dur+ #cj-;day p]iod prec$+ release ,! 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 "o ye> 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* individual f su* public in/itution aft] m$ical in/itution4 #cjgbf4 ,ext5sion ( c]ta9 provisions 7b7 ,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 7c7 ,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 ,h ,*ildr5's ,heal? ,insurance ,program #cjhja4 ,p]man5t ext5sion ( *ildr5's heal? insurance program 7a7 ,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 7b7 ,allotm5ts 7#a7 ,9 g5]al ,section #bajd7m7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acig;dd7m77 is am5d$-- 7,a7 9 p>agraph 7#b77;,b77i71 by /rik+ 11 #bjbc1 & #bjbg & ins]t+ & #bjbc2 7,b7 9 p>agraph 7#e7-- 7i7 by /rik+ 7#aj71 or 7#aa7 & ins]t+ or 7#aj72 7ii7 by /rik+ = a fiscal ye> & ins]t+ = a fiscal ye> be=e #bjbg2 & 7iii7 by /rik+ #bjbc1 or #bjbg & ins]t+ or #bjbc2 7,c7 9 p>agraph 7#g7-- 7i7 9 subp>agraph 7,a71 by /rik+ & end+ ) fiscal ye> #bjbg12 & 7ii7 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 7,d7 9 p>agraph 7#i7-- 7i7 by /rik+ 7#aj71 or 7#aa7 & ins]t+ or 7#aj72 & 7ii7 by /rik+ #bjbc1 or #bjbg1 & ins]t+ or #bjbc2 & 7,e7 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 #cjhjb4 ,p]man5t ext5sions ( o!r programs & demon/ration projects 7a7 ,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 = a 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]age7 ov] su* previ\s fiscal ye>1 = ! purpose ( c>ry+ out ?is section 7o!r ?an subsections 7e71 7f71 & 7g774 4 7b7 ,assurance ( af=dability /&>d = *ildr5 & families ,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-- 7,a7 9 ! matt] prec$+ clause 7i7-- 7i7 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 7ii7 by /rik+ ,dur+ ! p]iod t beg9s on ,octob] #a1 #bjai1 & ends on ,septemb] #cj1 #bjbg & ins]t+ ,beg9n+ on ,octob] #a1 #bjai2 & 7iii7 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 7,b7 9 clause 7i71 by /rik+ ! semicolon at ! end & ins]t+ a p]iod2 7,c7 by /rik+ clauses 7ii7 & 7iii72 & 7,d7 by /rik+ p]iods f & all t foll[s ?r\gh apply+ eligibility /&>ds & ins]t+ p]iods f apply+ eligibility /&>ds4 7c7 ,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 7d7 ,outrea* & enrollm5t program ,section #baac ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acigmm7 is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 9 p>agraph 7#a71 by /rik+ dur+ ! p]iod ( fiscal ye>s #bjji ?r\gh #bjbg & ins]t+ 1 beg9n+ ) fiscal ye> #bjji12 7,b7 9 p>agraph 7#b7-- 7i7 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 & 7ii7 by /rik+ dur+ su* p]iod & ins]t+ 1 dur+ su* p]iod or su* fiscal ye>12 & 7,c7 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-- 7,a7 by /rik+ #bjag11 & ins]t+ #bjag12 7,b7 by /rik+ & #dh1jjj1jjj & ins]t+ #dh1jjj1jjj2 & 7,c7 by ins]t+ aft] ?r\gh #bjbg ! foll[+3 1 #fj1jjj1jjj = fiscal ye>s #bjbh1 #bjbi1 & #bjbj1 = 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]age7 ov] su* previ\s fiscal ye>4 7e7 ,*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-- 7,a7 9 subp>agraph 7,a77ii7-- 7i7 by /rik+ & #bjbd ?r\gh #bjbf & ins]t+ beg9n+ ) fiscal ye> #bjbd2 & 7ii7 by /rik+ #bjbc1 & #bjbg & ins]t+ & #bjbc2 & 7,b7 9 subp>agraph 7,b7-- 7i7 by /rik+ #bjbd ?r\gh #bjbf & ins]t+ beg9n+ ) fiscal ye> #bjbd2 & 7ii7 by /rik+ #bjbc1 & #bjbg & ins]t+ & #bjbc2 & 7#b7 9 p>agraph 7#c77;,a7-- 7,a7 by /rik+ fiscal ye>s #bjbd ?r\gh #bjbf & ins]t+ fiscal ye> #bjbd or any subsequ5t fiscal ye>2 & 7,b7 by /rik+ #bjbc1 or #bjbg & ins]t+ or #bjbc4 #cjhjc4 ,/ate option to increase *ildr5's eligibility = m$icaid & *ip 7a7 ,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 7b7 ,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/rict4 #cjhjd4 ,ext5d+ cont9u\s ,,*ip cov]age = pregnant & po/p>tum wom5 7a7 ,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$-- 7,a7 by /rik+ ,p>agraphs 7#e7 & 7#af7 & ins]t+ 7i7 ,= any fiscal ye> qu>t] ) respect to :i* ! am5dm5ts made by section #cjhjd7;a77#a77;,b7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad d n apply 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( su* ,act71 p>agraphs 7#e77;,a7 & 7#af72 & 7,b7 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 ( ?is clause71 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 = t>get$ l[-income *ildr5 :o are pregnant or 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$-- 7,a7 9 subsection 7d7-- 7i7 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 ( assi/ance be=e ! p]iod at ! end2 & 7ii7 9 p>agraph 7#b71 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* ! am5dm5ts made by section #cjhjd7;a77#a77;,b7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad d n apply 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( su* ,act71 #fj-;day p]iod7 7beg9n+ on ! la/ day ( h] pregnancy7 ends2 & 7,b7 9 subsection 7f77#b71 by /rik+ #fj-;day p]iod & ins]t+ #ab-mon? p]iod 7or1 = any fiscal ye> qu>t] ) respect to :i* ! am5dm5ts made by section #cjhjd7;a77#a77;,b7 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad d n apply 7beg9n+ ) ! fir/ fiscal ye> qu>t] beg9n+ "o ye> aft] ! date ( ! enactm5t ( su* ,act71 #fj-;day p]iod74 7b7 ,effective date 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 ! am5dm5ts made by ?is section %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 et seq47 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 section1 ! 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 #cjhje4 ,provid+ = #a ye> ( cont9u\s eligibility = *ildr5 "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 ,i ,m$ic>e ,cov]age ( ,d5tal1 ,he>+1 & ,vision ,s]vices #cjija4 ,provid+ cov]age = d5tal & oral heal? c>e "u ! ,m$ic>e program 7a7 ,cov]age ,section #ahfa7s77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#b77 is am5d$-- 7#a7 9 subp>agraph 7,,gg71 by /rik+ & aft] ! semicolon at ! end2 7#b7 9 subp>agraph 7,,hh71 by /rik+ ! p]iod at ! end & add+ 2 &2 & 7#c7 by add+ at ! end ! foll[+ new subp>agraph3 7,,ii7 d5tal & oral heal? s]vices 7z def9$ 9 subsection 7lll772 4 7b7 ,d5tal & oral heal? s]vices def9$ ,section #ahfa ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7lll7 ,d5tal & oral heal? s]vices 7#a7 ,9 g5]al ,! t]m d5tal & oral heal? s]vices means items & s]vices 7o!r ?an su* items & s]vices = :i* paym5t may be made "u "p ,a z inpati5t hospital s]vices7 t are furni%$ dur+ #bjbh or a subsequ5t ye>1 = :i* cov]age 0 n provid$ "u "p ,b z ( ! date ( ! enactm5t ( ?is subsection1 & t are-- 7,a7 ! prev5tive & scre5+ s]vices describ$ 9 p>agraph 7#b7 furni%$ by a doctor ( d5tal surg]y or ( d5tal m$ic9e 7z describ$ 9 subsection 7r77#b77 or an oral heal? pr(essional 7z def9$ 9 p>agraph 7#d772 or 7,b7 ! basic treatm5ts specifi$ = su* ye> by ! ,secret>y pursuant to p>agraph 7#c77;,a7 & ! major treatm5ts specifi$ = su* ye> by ! ,secret>y pursuant to p>agraph 7#c77;,b7 furni%$ by su* a doctor or su* a pr(essional4 7#b7 ,prev5tive & scre5+ s]vices ,! prev5tive & scre5+ s]vices describ$ 9 ?is p>agraph are ! foll[+3 7,a7 ,oral exams4 7,b7 ,d5tal clean+s4 7,c7 ,d5tal x-rays p]=m$ 9 ! (fice ( a doctor or pr(essional describ$ 9 p>agraph 7#a77;,a74 7,d7 ,fluoride treatm5ts4 7#c7 ,basic & major treatm5ts ,= #bjbh & ea* subsequ5t ye>1 ! ,secret>y %all specify-- 7,a7 basic treatm5ts 7:i* may include basic too? re/orations1 basic p]iodontal s]vices1 too? extractions1 & oral disease managem5t s]vices72 & 7,b7 major treatm5ts 7:i* may include major too? re/orations1 major p]iodontal s]vices1 bridges1 cr[ns1 & root canals72 t %all be includ$ z d5tal & oral heal? s]vices = su* ye>4 7#d7 ,oral heal? pr(essional ,! t]m oral heal? pr(essional means1 ) respect to d5tal & oral heal? s]vices1 a heal? pr(essional 7o!r ?an a doctor ( d5tal surg]y or ( d5tal m$ic9e 7z describ$ 9 subsection 7r77#b777 :o is lic5s$ to furni% su* s]vices1 act+ )9 ! scope ( su* lic5se1 by ! ,/ate 9 :i* su* s]vices are furni%$4 4 7c7 ,paym5t2 co9surance2 & limitations 7#a7 ,9 g5]al ,section #ahcc7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciel7a77#a771 z am5d$ by section #cjeaa7;b71 is fur!r am5d$-- 7,a7 9 subp>agraph 7,n71 by ins]t+ & d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll77 aft] section #ahfa7;hhh77#a772 7,b7 by /rik+ & be=e 7,,ee72 & 7,c7 by ins]t+ be=e ! semicolon at ! end ! foll[+3 & 7,,ff7 ) respect to d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll771 ! am\nt paid %all be ! paym5t am\nt specifi$ "u section #ahcd7z74 7#b7 ,paym5t & limits specifi$ ,section #ahcd ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7z7 ,paym5t & limits = d5tal & oral heal? s]vices 7#a7 ,9 g5]al ,! paym5t am\nt "u ?is "p = d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll77 %all be1 subject to p>agraph 7#c71 ! applicable p]c5t 7specifi$ 9 p>agraph 7#b77 ( ! less] (-- 7,a7 ! actual *>ge = ! s]vice2 or 7,b7 ! am\nt det]m9$ "u ! paym5t basis det]m9$ "u section #ahdh = ! s]vice1 or1 9 lieu ( su* am\nt1 if det]m9$ appropriate by ! ,secret>y1 an am\nt specifi$ by ! ,secret>y = su* s]vice "u a fee s*$ule det]m9$ appropriate by ! ,secret>y1 tak+ into acc\nt fee s*$ules = su* s]vices-- 7i7 "u ! ,,tric>e program "u *apt] #ee ( title #aj ( ! ,unit$ ,/ates ,code2 7ii7 "u ! heal? insurance program "u *apt] #hi ( title #e ( su* ,code2 7iii7 "u ,/ate plans 7or waiv]s ( su* plans7 "u title ,,xix2 7iv7 "u ,m$ic>e ,advantage plans "u "p ,c2 7v7 e/abli%$ by ! ,secret>y ( ,vet]ans ,affairs2 & 7vi7 e/abli%$ by o!r heal? c>e pay]s4 7#b7 ,applicable p]c5t ,= purposes ( p>agraph 7#a71 ! applicable p]c5t specifi$ 9 ?is p>agraph is1 ) respect to d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll77 furni%$ 9 a ye>-- 7,a7 t are prev5tive & scre5+ s]vices describ$ 9 p>agraph 7#b7 or basic treatm5ts specifi$ = su* ye> pursuant to p>agraph 7#c77;,a7 ( su* section1 #hj p]c5t2 & 7,b7 t are major treatm5ts specifi$ = su* ye> pursuant to p>agraph 7#c77;,b7 ( su* section-- 7i7 9 ! case su* s]vices are furni%$ dur+ #bjbh1 #aj p]c5t2 7ii7 9 ! case su* s]vices are furni%$ dur+ #bjbi or a subsequ5t ye> be=e #bjcb1 ! applicable p]c5t specifi$ "u ?is subp>agraph = ! previ\s ye>1 increas$ by #aj p]c5tage po9ts2 & 7iii7 9 ! case su* s]vices are furni%$ dur+ #bjcb or a subsequ5t ye>1 #ej p]c5t4 7#c7 ,limitations ,) respect to d5tal & oral heal? s]vices t are-- 7,a7 prev5tive & scre5+ oral exams1 paym5t may be made "u ?is "p = n m ?an two su* exams dur+ a #ab-mon? p]iod2 7,b7 d5tal clean+s1 paym5t may be made "u ?is "p = n m ?an two su* clean+s dur+ a #ab-mon? p]iod2 & 7,c7 n describ$ 9 subp>agraph 7,a7 or 7,b71 paym5t may be made "u ?is "p only at su* frequ5cies & "u su* circum/ances det]m9$ appropriate by ! ,secret>y4 7#d7 ,use ( bundl$ paym5ts ,! ,secret>y may make paym5t = d5tures & associat$ pr(essional s]vices1 & = any o!r d5tal & oral heal? s]vices1 z bundl$ paym5ts z ! ,secret>y det]m9es appropriate4 7#e7 ,limitation on judicial review ,!re %all be no adm9i/rative or judicial review "u section #ahfi or o!rwise (-- 7,a7 ! det]m9ation ( paym5t am\nts "u ?is subsection = d5tal & oral heal? s]vices & "u subsection 7h77#f7 or subsection 7z77#d7 = d5tures2 7,b7 ! det]m9ation ( :at s]vices are basic & major s]vices "u subp>agraphs 7,a7 & 7,b7 ( section #ahfa7lll77#c72 or 7,c7 ! det]m9ation ( ! frequ5cy & circum/ance limitations = d5tal & oral heal? s]vices "u p>agraph 7#c77;,c74 4 7d7 ,paym5t "u physician fee s*$ule 7#a7 ,9 g5]al ,section #ahdh7;j77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#d7;j77#c77 is am5d$ by ins]t+ 7#b77;,,ii71 be=e 7#c74 7#b7 ,exclusion f ,,mips ,section #ahdh7q77#a77;,c77ii7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#d7q77#a77;,c77ii77 is am5d$-- 7,a7 9 subclause 7,,ii71 by /rik+ or at ! end2 7,b7 9 subclause 7,,iii71 by /rik+ ! p]iod at ! end & ins]t+ 2 or2 & 7,c7 by add+ at ! end ! foll[+ new subclause3 7,,iv7 ) respect to #bjbh & ea* subsequ5t ye>1 is a doctor ( d5tal surg]y or ( d5tal m$ic9e 7z describ$ 9 section #ahfa7r77#b77 or is an oral heal? pr(essional 7z def9$ 9 section #ahfa7lll77#d774 4 7#c7 ,inclusion ( oral heal? pr(essionals z c]ta9 practition]s ,section #ahdb7;b77#ah77;,c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieu7b77#ah77;,c77 is am5d$ by add+ at ! end ! foll[+ new clause3 7vii7 ,) respect to #bjbh & ea* subsequ5t ye>1 an oral heal? pr(essional 7z def9$ 9 section #ahfa7lll77#d774 4 7e7 ,d5tures 7#a7 ,9 g5]al ,section #ahfa7s77#h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#h77 is am5d$-- 7,a7 by /rik+ 7o!r ?an d5tal72 & 7,b7 by ins]t+ & exclud+ d5tal1 except = a full or p>tial set ( d5tures 7z describ$ 9 section #ahcd7;h77#f77 furni%$ on or aft] ,janu>y #a1 #bjbh aft] colo/omy c>e4 7#b7 ,special paym5t rules 7,a7 ,limitations ,section #ahcd7;h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,special paym5t rule = d5tures ,paym5t may be made "u ?is "p ) respect to an individual = d5tures-- 7,a7 n m ?an once dur+ any #e-ye> p]iod 7except 9 ! case t a doctor describ$ 9 section #ahfa7lll77#a77;,a7 det]m9es su* d5tures d n fit ! individual72 & 7,b7 only to ! ext5t t su* d5tures are furni%$ pursuant to a writt5 ord] ( su* a doctor or pr(essional4 4 7,b7 ,application ( competitive acquisition 7i7 ,9 g5]al ,section #ahcd7;h77#a77;,h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h77#a77;,h77 is am5d$-- 7,i7 9 ! subp>agraph head+1 by ins]t+ 1 d5tures aft] or?otics2 7,,ii7 by ins]t+ 1 ( d5tures describ$ 9 p>agraph 7#b77;,d7 ( su* section1 aft] #bjaa12 & 7,,iii7 9 clause 7i71 by ins]t+ 1 su* d5tures aft] or?otics4 7ii7 ,con=m+ am5dm5t ,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 ,d5tures ,d5tures describ$ 9 section #ahfa7s77#h7 = :i* paym5t w\ld o!rwise be made "u section #ahcd7;h74 4 7iii7 ,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 d5tures ,^? 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 7f7 ,exclusion modifications ,section #ahfb7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciey7a77 is am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 9 subp>agraph 7,o71 by /rik+ & at ! end2 7,b7 9 subp>agraph 7,p71 by /rik+ ! semicolon at ! end & ins]t+ 1 &2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraph3 7,q7 9 ! case ( d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll77 t are prev5tive & scre5+ s]vices describ$ 9 p>agraph 7#b7 ( su* section1 :i* are furni%$ m frequ5tly ?an provid$ "u section #ahcd7z77#c7 or "u circum/ances o!r ?an circum/ances det]m9$ appropriate "u subp>agraph 7,c7 ( su* section2 2 & 7#b7 9 p>agraph 7#ab71 by ins]t+ be=e ! semicolon at ! end ! foll[+3 & except t paym5t may be made "u "p ,b = d5tal & oral heal? s]vices t are cov]$ "u section #ahfa7s77#b77;,,ii7 & = d5tures "u section #ahfa7s77#h74 7g7 ,c]ta9 non-application 7#a7 ,9 g5]al ,p>agraphs 7#a7 & 7#d7 ( section #ahci7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acier7a77 are am5d$ by add+ at ! end ( ea* su* p>agraphs ! foll[+3 ,9 apply+ ?is p>agraph !re %all n be tak5 into acc\nt b5efits & adm9i/rative co/s attributable to ! am5dm5ts made by section #cjija 7o!r ?an subsection 7g77 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad & ! ,gov]nm5t contribution "u section #ahdd7;a77#e74 7#b7 ,paym5t ,section #ahdd7;a7 ( su* ,act 7#db ,u4,s4,c4 #aciew7a77 is am5d$-- 7,a7 9 p>agraph 7#d71 by /rik+ ! p]iod at ! end & ins]t+ 2 plus2 7,b7 by add+ at ! end ! foll[+ new p>agraph3 7#e7 a ,gov]nm5t contribution equal to ! am\nt t is e/imat$ to be payable = b5efits & relat$ adm9i/rative co/s incurr$ t are attributable to ! am5dm5ts made by section #cjija 7o!r ?an subsection 7g77 ( ! ,act titl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad 4 2 & 7,c7 9 ! flu% matt] at ! end1 by /rik+ p>agraph 7#d7 & ins]t+ p>agraphs 7#d7 & 7#e74 7h7 ,implem5tation 7#a7 ,fund+ 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 ! ,secret>y ( ,heal? & ,human ,s]vices 79 ?is subsection ref]r$ to z ! ,secret>y7 %all provide = ! transf] f ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund "u section #ahda ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciet7 to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices ,program ,managem5t ,acc\nt (-- 7i7 #bj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbh = purposes ( implem5t+ ! am5dm5ts made by ?is section2 & 7ii7 su* sums z det]m9$ appropriate by ! ,secret>y = ea* subsequ5t fiscal ye> = purposes ( adm9i/]+ ! provisions ( su* am5dm5ts4 7,b7 ,availability & additional use ( funds ,funds transf]r$ pursuant to subp>agraph 7,a7 %all rema9 available until exp5d$ & may be us$1 9 addition to ! purpose specifi$ 9 subp>agraph 7,a77i71 to implem5t ! am5dm5ts made by sections #cjijb & #cjijc4 7#b7 ,adm9i/ration ,! ,secret>y may implem5t1 by program in/ruction or o!rwise1 any ( ! provisions (1 or am5dm5ts made by1 ?is section4 7#c7 ,pap]work ,r$uction ,act ,*apt] #ce ( title #dd1 ,unit$ ,/ates ,code1 %all n apply to ! provisions (1 or ! am5dm5ts made by1 ?is section4 #cjijb4 ,provid+ cov]age = he>+ c>e "u ! ,m$ic>e program 7a7 ,provision ( aural rehabilitation & treatm5t s]vices by qualifi$ audiologi/s ,section #ahfa7ll77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7ll77#c77 is am5d$ by ins]t+ 7&1 beg9n+ ,octob] #a1 #bjbc1 su* aural rehabilitation & treatm5t s]vices7 aft] assessm5t s]vices4 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] ,octob] #a1 #bjbc1 to individuals diagnos$ ) pr(\nd or sev]e he>+ loss be=e ! semicolon at ! end4 7#b7 ,paym5t limitations = he>+ aids ,section #ahcd7;h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h771 z am5d$ by section #cjija7;e77#b77;,a71 is fur!r am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,limitations = he>+ aids 7,a7 ,9 g5]al ,paym5t may be made "u ?is "p ) respect to an individual1 ) respect to he>+ aids furni%$ on or aft] ,octob] #a1 #bjbc-- 7i7 n m ?an once dur+ a #e-ye> p]iod2 7ii7 only = types ( su* he>+ aids t are n ov]-!-c\nt] he>+ aids 7z def9$ 9 section #ebj7q77#a7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act7 & t are det]m9$ appropriate by ! ,secret>y2 & 7iii7 only if furni%$ pursuant to a writt5 ord] ( a physician or qualifi$ audiologi/ 7z def9$ 9 section #ahfa7ll77#d77;,b774 7,b7 ,limitation on judicial review ,!re %all be no adm9i/rative or judicial review "u section #ahfi or o!rwise (-- 7i7 ! det]m9ation ( ! types ( he>+ aids paid = "u subp>agraph 7,a77ii72 or 7ii7 ! det]m9ation ( fee s*$ule rates = he>+ aids describ$ 9 ?is p>agraph4 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;,h771 z am5d$ by section #cjija7;e77#b77;,b77i71 is fur!r am5d$-- 7i7 9 ! head]1 by ins]t+ 1 he>+ aids aft] d5tures2 7ii7 by ins]t+ 1 ( he>+ aids describ$ 9 p>agraph 7#b77;,e7 ( su* section1 aft] p>agraph 7#b77;,d7 ( su* section2 & 7iii7 9 clause 7i71 by ins]t+ 1 su* he>+ aids aft] su* d5tures4 7,b7 ,con=m+ am5dm5t 7i7 ,9 g5]al ,section #ahdg7;a77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c7;a77#b771 z am5d$ by section #cjija7;e77#b77;,b77ii71 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,e7 ,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#g771 z am5d$ by section #cjija7;e77#b77;,b77iii71 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,c]ta9 he>+ aids ,^? items & s]vices describ$ 9 p>agraph 7#b77;,e7 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 ( audiologi/s 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 z am5d$ by section #cjija7;d77#d71 is fur!r am5d$ by add+ at ! end ! foll[+ new clause3 7viii7 ,beg9n+ ,octob] #a1 #bjbc1 a qualifi$ audiologi/ 7z def9$ 9 section #ahfa7ll77#d77;,b774 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 ,c]ta9 non-application 7#a7 ,9 g5]al ,! la/ s5t5ce ( section #ahci7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acier7a77#a771 z add$ by section #cjija7;g77#a71 is am5d$ by /rik+ section #cjija 7o!r ?an subsection 7g77 & ins]t+ sections #cjija 7o!r ?an subsection 7g771 #cjijb 7o!r ?an subsection 7d774 7#b7 ,paym5t ,p>agraph 7#d7 ( section #ahdd7;a7 ( su* ,act 7#db ,u4,s4,c4 #aciew7a771 z add$ by section #cjija7;g77#b71 is am5d$ by /rik+ section #cjija 7o!r ?an subsection 7g77 & ins]t+ sections #cjija 7o!r ?an subsection 7g771 #cjijb 7o!r ?an subsection 7d774 7e7 ,implem5tation 7#a7 ,fund+ 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 ! ,secret>y ( ,heal? & ,human ,s]vices 79 ?is subsection ref]r$ to z ! ,secret>y7 %all provide = ! transf] f ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund "u section #ahda ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciet7 to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices ,program ,managem5t ,acc\nt (-- 7i7 #bj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbc = purposes ( implem5t+ ! am5dm5ts made by ?is section2 & 7ii7 su* sums z det]m9$ appropriate by ! ,secret>y = ea* subsequ5t fiscal ye> = purposes ( adm9i/]+ ! provisions ( su* am5dm5ts4 7,b7 ,availability & additional use ( funds ,funds transf]r$ pursuant to subp>agraph 7,a7 %all rema9 available until exp5d$ & may be us$1 9 addition to ! purpose specifi$ 9 subp>agraph 7,a77i71 to implem5t ! am5dm5ts made by sections #cjija & #cjijc4 7#b7 ,adm9i/ration ,! ,secret>y may implem5t1 by program in/ruction or o!rwise1 any ( ! provisions (1 or am5dm5ts made by1 ?is section4 7#c7 ,pap]work ,r$uction ,act ,*apt] #ce ( title #dd1 ,unit$ ,/ates ,code1 %all n apply to ! provisions (1 or ! am5dm5ts made by1 ?is section4 #cjijc4 ,provid+ cov]age = vision c>e "u ! ,m$ic>e program 7a7 ,cov]age ,section #ahfa7s77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#b771 z am5d$ by section #cjija7;a71 is fur!r am5d$-- 7#a7 9 subp>agraph 7,,hh71 by /rik+ & aft] ! semicolon at ! end2 7#b7 9 subp>agraph 7,,ii71 by /rik+ ! p]iod at ! end & add+ 2 &2 & 7#c7 by add+ at ! end ! foll[+ new subp>agraph3 7,,jj7 vision s]vices 7z def9$ 9 subsection 7mmm772 4 7b7 ,vision s]vices def9$ ,section #ahfa ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex71 z am5d$ by section #cjija7;b71 is fur!r am5d$ by add+ at ! end ! foll[+ new subsection3 7mmm7 ,vision s]vices ,! t]m vision s]vices means-- 7#a7 r\t9e eye exam9ations to det]m9e ! refractive /ate ( ! eyes1 includ+ proc$ures p]=m$ dur+ ! c\rse ( su* exam9ation2 & 7#b7 contact l5s fitt+ s]vices2 furni%$ on or aft] ,octob] #a1 #bjbb1 by or "u ! direct sup]vision ( an oph?almologi/ or optometri/ :o is legally au?oriz$ to furni% su* exam9ations1 proc$ures1 or fitt+ s]vices 7z applicable7 "u ,/ate law 7or ! ,/ate regulatory me*anism provid$ by ,/ate law7 ( ! ,/ate 9 :i* ! exam9ations1 proc$ures1 or fitt+ s]vices are furni%$4 4 7c7 ,paym5t limitations ,section #ahcd ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem71 z am5d$ by section #cjija7;c77#b71 is fur!r am5d$ by add+ at ! end ! foll[+ new subsection3 7aa7 ,limitation = vision s]vices ,) respect to vision s]vices 7z def9$ 9 section #ahfa7mmm77 & an individual1 paym5t may be made "u ?is "p = only #a r\t9e eye exam9ation describ$ 9 p>agraph 7#a7 ( su* section & #a contact l5s fitt+ s]vice describ$ 9 p>agraph 7#b7 ( su* section dur+ a #b-ye> p]iod4 4 7d7 ,paym5t "u physician fee s*$ule ,section #ahdh7;j77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#d7;j77#c771 z am5d$ by section #cjija7;d77#a71 is fur!r am5d$ by ins]t+ 7#b77;,,jj71 be=e 7#c74 7e7 ,cov]age ( conv5tional eyeglasses & contact l5ses 7#a7 ,9 g5]al ,section #ahfa7s77#h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#h771 z am5d$ by section #cjijb7;b77#a71 is fur!r am5d$ by /rik+ 1 & includ+ "o pair ( conv5tional eyeglasses or contact l5ses furni%$ subsequ5t to ea* cat>act surg]y ) ins]tion ( an intraocul> l5s & ins]t+ 1 includ+ "o pair ( conv5tional eyeglasses or contact l5ses furni%$ subsequ5t to ea* cat>act surg]y ) ins]tion ( an intraocul> l5s1 if furni%$ be=e ,octob] #a1 #bjbb1 & includ+ conv5tional eyeglasses or contact l5ses 7z describ$ 9 section #ahcd7;h77#h771 :e!r or n furni%$ subsequ5t to su* a surg]y1 if furni%$ on or aft] ,octob] #a1 #bjbb4 7#b7 ,con=m+ am5dm5t ,section #ahdb7;b77#aa77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieu7b77#aa77;,a77 is am5d$ by ins]t+ furni%$ prior to ,octob] #a1 #bjbb1 aft] relat+ to !m14 7f7 ,special paym5t rules = eyeglasses & contact l5ses 7#a7 ,limitations ,section #ahcd7;h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h771 z am5d$ by section #cjija7;e77#b77;,a7 & section #cjijb7;b77#b71 is fur!r am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,paym5t limitations = eyeglasses & contact l5ses 7,a7 ,9 g5]al ,) respect to eyeglasses & contact l5ses furni%$ to an individual on or aft] ,octob] #a1 #bjbb1 subject to subp>agraph 7,b71 paym5t may be made "u ?is "p only-- 7i7 dur+ a #b-ye> p]iod1 = ei!r #a pair ( eyeglasses 7includ+ l5ses & frames7 or n m ?an a #b-ye> supply ( contact l5ses2 7ii7 ) respect to am\nts attributable to ! l5ses & frames ( su* a pair ( eyeglasses or am\nts attributable to su* a #b-ye> supply ( contact l5ses1 9 an am\nt n great] ?an-- 7,i7 = a pair ( eyeglasses furni%$ 91 or a #b-ye> supply ( contact l5ses beg9n+ 91 #bjbb-- 7aa7 #he = ! l5ses ( su* pair ( eyeglasses & #he = ! frames ( su* pair ( eyeglasses2 or 7bb7 #he = su* #b-ye> supply ( contact l5ses2 & 7,,ii7 = ! l5ses & frames ( a pair ( eyeglasses furni%$ 91 or a #b-ye> supply ( contact l5ses beg9n+ 91 a subsequ5t ye>1 ! doll> am\nts specifi$ "u ?is subp>agraph = ! previ\s ye>1 increas$ by ! p]c5tage *ange 9 ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! #ab-mon? p]iod end+ ) ,june ( ! previ\s ye>2 7iii7 if furni%$ pursuant to a writt5 ord] ( an oph?almologi/ or optometri/ describ$ 9 subsection 7mmm72 & 7iv7 if dur+ ! #b-ye> p]iod describ$ 9 clause 7i71 ! individual did n already receive 7z describ$ 9 subp>agraph 7,b77 "o pair ( conv5tional eyeglasses or contact l5ses subsequ5t to a cat>act surg]y ) ins]tion ( an intraocul> l5s furni%$ dur+ su* p]iod4 7,b7 ,exception ,) respect to a #b-ye> p]iod describ$ 9 subp>agraph 7,a77i71 9 ! case ( an individual :o receives cat>act surg]y ) ins]tion ( an intraocul> l5s1 not)/&+ subp>agraph 7,a71 paym5t may be made "u ?is "p = "o pair ( conv5tional eyeglasses or contact l5ses furni%$ subsequ5t to su* cat>act surg]y dur+ su* p]iod4 7,c7 ,limitation on judicial review ,!re %all be no adm9i/rative or judicial review "u section #ahfi or o!rwise (-- 7i7 ! det]m9ation ( ! types ( eyeglasses & contact l5ses cov]$ "u ?is p>agraph2 or 7ii7 ! det]m9ation ( fee s*$ule rates "u ?is subsection = eyeglasses & contact l5ses4 4 7#b7 ,application ( competitive acquisition 7,a7 ,9 g5]al ,section #ahcd7;h77#a77;,h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h77#a77;,h771 z am5d$ by section #cjija7;e77#b77;,b77i7 & section #cjijb7;b77#c77;,a71 is fur!r am5d$-- 7i7 9 ! head] by ins]t+ 1 eyeglasses1 & contact l5ses aft] he>+ aids2 7ii7 by ins]t+ & ( eyeglasses & contact l5ses describ$ 9 p>agraph 7#b77;,f7 ( su* section1 aft] p>agraph 7#b77;,e7 ( su* section12 & 7iii7 9 clause 7i71 by ins]t+ 1 or su* eyeglasses & contact l5ses aft] su* he>+ aids4 7,b7 ,con=m+ am5dm5t 7i7 ,9 g5]al ,section #ahdg7;a77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c7;a77#b771 z am5d$ by section #cjija7;e77#b77;,b77ii7 & section #cjijb7;b77#c77;,b77i71 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,f7 ,eyeglasses & contact l5ses ,eyeglasses & contact l5ses 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#g771 z am5d$ by section #cjija7;e77#b77;,b77iii7 & section #cjijb7;b77#c77;,b77ii71 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,e7 ,c]ta9 eyeglasses & contact l5ses ,^? items & s]vices describ$ 9 p>agraph 7#b77;,f7 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 7g7 ,exclusion modifications ,section #ahfb7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciey7a771 z am5d$ by section #cjija7;f71 is fur!r am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 9 subp>agraph 7,p71 by /rik+ & at ! end2 7,b7 9 subp>agraph 7,q71 by /rik+ ! semicolon at ! end & ins]t+ 1 &2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraph3 7,r7 9 ! case ( vision s]vices 7z def9$ 9 section #ahfa7mmm77 t are r\t9e eye exam9ations & contact l5s fitt+ s]vices 7z describ$ 9 p>agraph 7#a7 or 7#b71 respectively1 ( su* section71 :i* are furni%$ m frequ5tly ?an once dur+ a #b-ye> p]iod2 2 & 7#b7 9 p>agraph 7#g7-- 7,a7 by ins]t+ 7o!r ?an su* an exam9ation t is a vision s]vice t is cov]$ "u section #ahfa7s77#b77;,,jj77 aft] eye exam9ations2 & 7,b7 by ins]t+ 7o!r ?an su* a proc$ure t is a vision s]vice t is cov]$ "u section #ahfa7s77#b77;,,jj77 aft] refractive /ate ( ! eyes4 7h7 ,c]ta9 non-application 7#a7 ,9 g5]al ,! la/ s5t5ce ( section #ahci7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acier7a77#a771 z add$ by section #cjija7;g77#a7 & am5d$ by section #cjijb7;d77#a71 is fur!r am5d$ by ins]t+ 1 & #cjijc 7o!r ?an subsection 7h77 aft] #cjijb 7o!r ?an subsection 7d774 7#b7 ,paym5t ,p>agraph 7#d7 ( section #ahdd7;a7 ( su* ,act 7#db ,u4,s4,c4 #aciew7a771 z add$ by section #cjija7;g77#b7 & am5d$ by section #cjijb7;d77#b71 is fur!r am5d$ by ins]t+ 1 & #cjijc 7o!r ?an subsection 7h77 aft] #cjijb 7o!r ?an subsection 7d774 7i7 ,implem5tation 7#a7 ,fund+ 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 ! ,secret>y ( ,heal? & ,human ,s]vices 79 ?is subsection ref]r$ to z ! ,secret>y7 %all provide = ! transf] f ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund "u section #ahda ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciet7 to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices ,program ,managem5t ,acc\nt (-- 7i7 #bj1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc = purposes ( implem5t+ ! am5dm5ts made by ?is section2 & 7ii7 su* sums z det]m9$ appropriate by ! ,secret>y = ea* subsequ5t fiscal ye> = purposes ( adm9i/]+ ! provisions ( su* am5dm5ts4 7,b7 ,availability & additional use ( funds ,funds transf]r$ pursuant to subp>agraph 7,a7 %all rema9 available until exp5d$ & may be us$1 9 addition to ! purpose specifi$ 9 subp>agraph 7,a77i71 to implem5t ! am5dm5ts made by sections #cjija & #cjijb4 7#b7 ,adm9i/ration ,! ,secret>y may implem5t1 by program in/ruction or o!rwise1 any ( ! provisions (1 or am5dm5ts made by1 ?is section4 7#c7 ,pap]work ,r$uction ,act ,*apt] #ce ( title #dd1 ,unit$ ,/ates ,code1 %all n apply to ! provisions (1 or ! am5dm5ts made by1 ?is section4 ,j ,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>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #g1jjj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out1 act+ ?r\gh ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion 79 ?is section ref]r$ to z ! ,director71 activities describ$ 9 subsection 7b74 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 ,allocation ,( ! total am\nt ( funds aw>d$ z grants "u ?is subsection = a fiscal ye>-- 7,a7 n less ?an #ej p]c5t %all be = grants to heal? dep>tm5ts "u p>agraph 7#a77;,a72 & 7,b7 n less ?an #be p]c5t %all be = grants to ,/ate1 local1 t]ritorial1 or ,tribal heal? dep>tm5ts "u p>agraph 7#a77;,b74 7#c7 ,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#d7 ,=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#e7 ,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 = all public heal? ag5cies 9 ! applicant's jurisdiction4 7#f7 ,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#g7 ,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 7#a7 ,9 g5]al ,! ,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 7#b7 ,limitation ,out ( am\nts appropriat$ "u subsection 7a7 to c>ry out ?is section = a fiscal ye>1 n m ?an #be p]c5t ( ! funds aw>d$ p] fiscal ye> may be us$ by ! ,c5t]s = ,disease ,control & ,prev5tion to c>ry out ?is subsection4 7e7 ,def9ition ,9 ?is section1 ! t]m core public heal? infra/ructure includes-- 7#a7 work=ce capacity & compet5cy2 7#b7 laboratory sy/ems2 7#c7 all haz>ds public heal? & prep>$ness2 7#c7 te/+ capacity1 includ+ te/ plat=ms1 mobile te/+ units1 & p]sonnel2 7#d7 heal? in=mation1 heal? in=mation sy/ems1 & heal? in=mation analysis2 7#e7 disease surveillance2 7#f7 contact trac+2 7#g7 communications2 7#h7 f9anc+2 7#i7 o!r relevant compon5ts ( organizational capacity2 & 7#aj7 o!r relat$ activities4 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+ = hospital infra/ructure 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 #aj1jjj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out subsection 7b7 consi/5t ) enhanc+ ! goals ( p>ts ,b & ,c ( title ,,xvi ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjjq et seq474 7b7 ,use ( funds ,f am\nts made available "u subsection 7a71 ! ,secret>y %all1 ) priority giv5 to applicants ^: projects w include1 by design1 public heal? em]g5cy prep>$ness1 natural disa/] em]g5cy prep>$ness1 or cyb]security aga9/ cyb] ?reats1 aw>d grants to entities describ$ 9 section #afaj7;a7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjjr7a77 = purposes ( increas+ capacity & updat+ hospitals & o!r m$ical facilities 9 ord] to bett] s]ve communities 9 ne$4 7c7 ,conditions ,! foll[+ requirem5ts ( p>ts ,b & ,c ( title ,,xvi ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjjr et seq47 %all apply to funds made available "u ?is section3 7#a7 ,! requirem5ts relat$ to reasonable volume ( c>e describ$ "u section #afba7;b77#a77,k77ii7 ( su* ,act 7#db ,u4,s4,c4 #cjjs-#a7;b77#a77,k77ii774 7#b7 ,section #afba7;b77#a77;,i7 ( su* ,act 7#db ,u4,s4,c4 #cjjs-#a7;b77#a77;,i774 7#c7 ,any o!r provision ( su* p>ts t ! ,secret>y det]m9es 7z prescrib$ by regulation7 to be appropriate to c>ry out ?is section4 #cajjc4 ,fund+ = community 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 #aj1jjj1jjj1jjj1 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$ = 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* purposes4 #cajjd4 ,fund+ = community-bas$ c>e infra/ructure 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 qualifi$ tea*+ heal? c5t]s 7z def9$ 9 section #cdj;,h ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;h771 behavioral heal? c>e c5t]s 7z def9$ by ! ,secret>y to include bo? sub/ance abuse & m5tal heal? c>e facilities71 & p$iatric m5tal heal? c>e provid]s 7z us$ 9 section #ccj,m7b77#a77;,g7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;c-#ai7;b77#a77;,g7774 7b7 ,use ( funds ,am\nts made available pursuant to subsection 7a7 %all be us$ to support ! improvem5t1 r5ovation1 or mod]nization ( infra/ructure at su* c5t]s1 includ+ to respond to public heal? em]g5cies decl>$ "u section #cai ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;d74 #cajje4 ,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 #a1jjj1jjj1jjj1 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 #cajjf4 ,fund+ = nurs+ education enhancem5t & mod]nization grants 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 #a1jjj1jjj1jjj1 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 community heal? c5t]1 or o!r facility t provides heal? c>e1 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 #cajjg4 ,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 #f1jjj1jjj1jjj1 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 ,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 #cajjh4 ,fund+ = *ildr5's hospitals t op]ate graduate m$ical education 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 #bej1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #cdj;,e ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bef;e74 #cajji4 ,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 #cjj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out section #hdf ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bign74 #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 #e1jjj1jjj1jjj = purposes ( c>ry+ out1 act+ ?r\gh ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion 79 ?is section ref]r$ to z ! ,director71 activities describ$ 9 subsection 7b71 to rema9 available until exp5d$4 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,support+ r5ovation1 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 increas+ & enhanc+ te/+ & response capacity2 7,b7 upgrades & expansion ( ! ,laboratory ,response ,network = rapid outbreak detection2 7,c7 improv+ & exp&+ g5omic sequ5c+ capabilities to detect em]g+ diseases & v>iant /ra9s2 7,d7 exp&+ biosafety & biosecurity capacity2 & 7,e7 mak+ o!r laboratory enhancem5ts & mod]nization z det]m9$ by ! ,director to be important = ma9ta9+ public heal?4 7#b7 ,r5ovat+1 exp&+1 & mod]niz+ laboratories ( ! ,c5t]s = ,disease ,control & ,prev5tion z describ$ 9 subp>agraphs 7,a7 ?r\gh 7,e7 ( 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+ = /r5g!n+ vacc9e confid5ce 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 #a1bej1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out1 act+ ?r\gh ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion1 directly or by mak+ grants to public or private entities1 activities describ$ 9 subsection 7b7 9 ! ,unit$ ,/ates1 includ+ its t]ritories & possessions4 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ to-- 7#a7 /r5g!n vacc9e confid5ce2 7#b7 /r5g!n r\t9ely recomm5d$ vacc9e programs2 & 7#c7 improve rates ( vacc9ation1 includ+ ?r\gh activities describ$ 9 section #cac ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bde74 #cajbc4 ,fund+ = surveillance 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 #a1jjj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out1 act+ ?r\gh ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion1 directly or by mak+ grants to public or private entities1 activities describ$ 9 subsection 7b74 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ to-- 7#a7 enhance & /r5g!n e>ly w>n+ & detection sy/ems1 includ+ public heal? & heal? c>e surveillance1 wa/ewat] te/+1 & global & dome/ic g5omic surveillance2 7#b7 enhance & /r5g!n surveillance bas$ 9 hospitals & o!r heal? c>e provid]s or facilities1 & outpati5t facility surveillance = sev]e acute respiratory infection1 influ5za-l illness1 acute febrile illness1 & o!r diseases z det]m9$ by ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion to be 9 ! int]e/ ( public heal?2 & 7#c7 /r5g!n ! antibiotic resi/ance initiative program to improve rese>*1 /ew>d%ip1 g5omic detection capabilities1 & surveillance ( exi/+ & em]g+ antimicrobial resi/ant pa?og5s4 #cajbd4 ,fund+ = data mod]nization 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 #ejj1jjj1jjj1 to rema9 available until exp5d$-- 7#a7 to c>ry out1 act+ ?r\gh ! ,director ( ! ,c5t]s = ,disease ,control & ,prev5tion1 directly or by mak+ grants to public or private entities1 activities describ$ 9 subsection 7b72 & 7#b7 to supplem5t o!r available funds to c>ry out simil> data mod]nization activities au?oriz$ by ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bja et seq474 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = ! foll[+3 7#a7 ,support+ public heal? data surveillance1 aggregation1 & analytics infra/ructure mod]nization initiatives4 7#b7 ,enhanc+ report+ & work=ce core compet5cies 9 in=matics & digital heal?4 7#c7 ,exp&+ & ma9ta9+ ef=ts to mod]nize ! ,unit$ ,/ates disease w>n+ sy/em to =eca/ & track hotspots & em]g+ biological ?reats4 #cajbe4 ,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 to rema9 available until exp5d$1 to c>ry out activities1 act+ ?r\gh ! ,assi/ant ,secret>y = ,prep>$ness & ,response1 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;d7-- 7#a7 #c1jjj1jjj1jjj to support surge capacity1 includ+ ?r\gh con/ruction1 expansion1 or mod]nization ( facilities1 to respond to a public heal? em]g5cy1 = procurem5t & dome/ic manufacture ( drugs1 active ph>maceutical +r$i5ts1 vacc9es & o!r biological products1 diagno/ic te*nologies & products1 p]sonal protective equipm5t1 m$ical devices1 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 #b1jjj1jjj1jjj to support exp&$ global & dome/ic vacc9e production capacity1 includ+ by develop+ or acquir+ new te*nology & exp&+ manufactur+ capacity ?r\gh con/ruction1 expansion1 or mod]nization ( facilities2 7#c7 #b1jjj1jjj1jjj 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 #ejj1jjj1jjj 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 #ejj1jjj1jjj to support increas$ biosafety & biosecurity 9 rese>* on infecti\s diseases1 includ+ by mod]nization or improvem5t ( facilities4 #c ,innovation #cajca4 ,fund+ = ,advanc$ ,rese>* ,projects = ,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 #c1jjj1jjj1jjj1 to rema9 available until exp5d$1 to e/abli% ! ,advanc$ ,rese>* ,projects ,ag5cy = ,heal? 79 ?is section ref]r$ to z ! ,,arpa-,h7 = purposes ( mak+ pivotal inve/m5ts 9 break?r\gh te*nologies & broadly applicable plat=ms1 capabilities1 res\rces1 & solutions t h ! pot5tial to trans=m important areas ( m$ic9e & heal? = ! b5efit ( all individuals & t _c readily be accompli%$ ?r\gh traditional biom$ical rese>* or comm]cial activity4 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ to-- 7#a7 hire a ,director to head ! ,,arpa-,h 7= a t]m ( no m ?an #e ye>s subject to "o r5ewal p]iod72 & 7#b7 act+ ?r\gh ! ,director ( ! ,,arpa-,h1 9 consultation1 z applicable1 ) ! ,director ( ! ,national ,in/itutes ( ,heal?1 ! ,commission] ( ,food & ,drugs1 ! ,adm9i/rator ( ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices1 ! ,director ( ! ,biom$ical ,advanc$ ,rese>* & ,developm5t ,au?ority1 ! ,deputy ,assi/ant ,secret>y = ,m9ority ,heal?1 & ! heads ( o!r ag5cies1 %all-- 7,a7 ensure to ! maximum ext5t practicable t ! projects & activities ( ! ,,arpa-,h fund$ by subsection 7a7 are coord9at$ )1 & d n duplicate ! ef=ts (1 programs )91 or rese>* conduct$ or support$ by1 ! ,dep>tm5t ( ,heal? & ,human ,s]vices2 & 7,b7 9 us+ am\nts made available by subsection 7a71 exp$ite ! developm5t1 application1 & implem5tation ( heal? break?r\ghs to prev5t1 detect1 & treat s]i\s or life-?reat5+ diseases1 includ+-- 7i7 provid+ aw>ds 9 ! =m ( grants1 contracts1 coop]ative agreem5ts1 prizes1 & o!r transactions 7z def9$ "u section #djb7n7 ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bhb7n777 to entities to c>ry out advanc$ rese>* projects = heal?1 includ+ ?r\gh multiye> contracts 7subject to ! availability ( funds7 & prize competitions2 7ii7 develop+ fund+ crit]ia & evaluation crit]ia to assess projects fund$ "u clause 7i72 7iii7 e/abli%+ metrics or crit]ia to prioritize inve/m5ts & rese>* t %\ld be fund$ "u clause 7i71 includ+ ! novelty1 sci5tific1 & te*nical m]it ( propos$ projects1 ! future comm]cial applications ( projects1 & ! unmet ne$ )9 pati5t populations2 7iv7 id5tify+ & promot+ pot5tial advances 9 basic rese>* t w assi/ 9 c>ry+ out advanc$ heal? rese>* & developm5t2 7v7 id5tify+ areas ( rese>* & innovation t are high-risk1 high-rew>d or :]e ! inc5tives ( ! comm]cial m>ket are unlikely to result 9 adequate or timely developm5t2 7vi7 support+ collaboration & communication among o!r ,f$]al ag5cies1 includ+ bo? heal? & sci5tific ag5cies1 in/itutions ( high] education1 private or public rese>* in/itutions1 private entities1 includ+ biote*nology & ph>maceutical companies1 & nonpr(it organizations1 includ+ pati5t advocacy gr\ps1 includ+ solicit+ data1 if applicable2 7vii7 translat+ sci5tific discov]ies into te*nological innovations1 includ+ ?r\gh-- 7,i7 collaboration ) ! ,food & ,drug ,adm9i/ration on ! developm5t ( m$ical products to facilitate trans=mation ( break?r\ghs 9 biom$ic9e into tangible solutions = pati5ts2 & 7,,ii7 ensur+ t m$ical product developm5t programs ga!r noncl9ical & cl9ical data necess>y = approval z effici5tly z practicable2 7viii7 hir+ & appo9t+ p]sonnel necess>y to c>ry out activities describ$ 9 ?is section1 includ+-- 7,i7 mak+ & resc9d+ appo9tm5ts ( sci5tific1 m$ical1 & pr(essional p]sonnel2 7,,ii7 designat+ p]sonnel to s]ve z program manag]s 7= t]ms ( no m ?an #c ye>s subject to "o r5ewal p]iod7 to e/abli% rese>* & developm5t goals = ! ,,arpa-,h1 provide project ov]sight & managem5t ( /rategic initiatives1 recomm5d re/ructure1 expansion1 or t]m9ation ( rese>* projects "u ?is section1 z necess>y & appropriate1 & c>ry out o!r activities describ$ 9 ?is subsection2 7,,iii7 recruit+ & reta9+ a div]se work=ce1 includ+ individuals und]repres5t$ 9 sci5ce & m$ic9e &1 racial & e?nic m9orities2 & 7,,iv7 hir+ & appo9t+ adm9i/rative1 f9ancial1 & in=mation te*nology /aff z necess>y to c>ry out ?is subsection2 7ix7 comp5sat+ p]sonnel at a rate to be det]m9$ by ! ,director ( ! ,,arpa-,h2 7x7 acquir+ 7by pur*ase1 lease1 condemnation1 or o!rwise71 con/ruct+1 improv+1 repair+1 op]at+1 & ma9ta9+ su* real & p]sonal prop]ty z are necess>y to c>ry out ?is section2 & 7xi7 ent]+ into or t]m9at+ contracts1 includ+ multiye> contracts1 z appropriate to support advanc$ rese>* projects = heal?4 7c7 ,fund+ aw>ds ,rese>* fund$ by am\nts made available "u ?is section %all n be subject to ! requirem5ts ( section #djf7;a77#c77;,a77ii7 or #dib ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bhd;a7a77#c77;,a77ii71 #bhi;a74 7d7 ,supplem5t n supplant ,funds appropriat$ by ?is section %all be us$ to supplem5t & n supplant any appropriations = in/itutes & c5t]s ( ! ,national ,in/itutes ( ,heal?4 #d ,mat]nal mortality #cajda4 ,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 #age1jjj1jjj1 to rema9 available until exp5d$1 to aw>d grants to community-bas$ organizations1 ,urban ,indian organizations1 ,native ,hawaiian organizations1 or o!r nonpr(it organizations work+ ) a community-bas$ organization1 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 ( mat]nal heal? = 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 support p]sons1 & provid]s to pregnant & po/p>tum individuals4 7#d7 ,provid+ culturally congru5t1 l+ui/ically appropriate1 & trauma-in=m$ tra9+ to p]9atal heal? work]s4 7#e7 ,conduct+ outrea* to eligible entities to enc\rage su* entities to apply = grants "u ?is section4 7#f7 ,provid+ te*nical assi/ance to ! eligible entities receiv+ fund+ "u ?is section4 7c7 ,m9imum = community-,bas$ organizations ,( ! am\nts made available by subsection 7a71 ! ,secret>y %all aw>d n less ?an #ge1jjj1jjj = ! ,(fice ( ,m9ority ,heal? to aw>d grants to community-bas$ organizations to c>ry out ! activities describ$ 9 subsection 7b74 #cajdb4 ,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 #aej1jjj1jjj1 to rema9 available until exp5d$1 = grants to accr$it$ s*ools ( nurs+ = ! purpose ( gr[+ & div]sify+ ! p]9atal nurs+ work=ce4 7b7 ,uses ( funds 7#a7 ,grantees ,prioritiz+ /ud5ts & regi/]$ nurses :o practice 9 a heal? pr(essional %ortage area designat$ "u su* section ( ! ,public ,heal? ,s]vice ,act1 am\nts made available to grantees by subsection 7a7 %all be us$ = ! foll[+ activities3 7,a7 ,provid+ s*ol>%ips to /ud5ts 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 a heal? pr(essional %ortage area designat$ "u section #ccb ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;e7 = ! 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 or discrim9ation4 7,d7 ,c>ry+ out o!r activities "u title ,,viii ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bif et seq47 = ! purpose "u subsection 7a74 #cajdc4 ,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 = grants 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 ( entities1 includ+ entities promot+ multidiscipl9>y approa*es71 to e/abli% or exp& programs to gr[ & div]sify ! d\la work=ce4 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 = /ud5ts4 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 #cajdd4 ,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 = grants 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 ( 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=ce4 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 #cajde4 ,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 = grants to community-bas$ 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 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 ! 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]vices4 7#b7 ,e/abli%+ or exp&+ gr\p pr5atal c>e programs or po/p>tum c>e programs4 7#c7 ,exp&+ exi/+ 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#d7 ,provid+ s]vices & support = individuals ) mat]nal m5tal heal? conditions & sub/ance use disord]s1 />t+ 9 pregnancy & cont9u+ ?r\gh ! po/p>tum p]iod4 7#e7 ,address+ /igma associat$ ) mat]nal m5tal heal? conditions & sub/ance use disord]s1 ) a focus on racial & e?nic m9ority gr\ps4 7#f7 ,rais+ aw>5ess ( w>n+ signs ( 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#g7 ,e/abli%+ or exp&+ programs to prev5t suicide or self-h>m among pregnant1 lactat+1 & po/p>tum individuals4 7#h7 ,(f]+ evid5ce-in=m$ programs at free/&+ bir? c5t]s t provide mat]nal m5tal heal? & sub/ance use disord] education1 treatm5ts1 & s]vices1 & o!r s]vices = individuals ?r\gh\t ! pr5atal & po/p>tum p]iod4 7#i7 ,e/abli%+ or exp&+ programs to provide education & tra9+ to mat]nity c>e provid]s ) respect to-- 7,a7 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\ps2 & 7,b7 9 ! case :]e su* provid]s id5tify su* w>n+ signs1 (f]+ ref]rals to m5tal heal? sub/ance use disord] treatm5t pr(essionals4 7#aj7 ,develop+ a national website1 or o!r s\rce1 t includes in=mation on heal? c>e provid]s :o treat mat]nal m5tal heal? conditions & sub/ance use disord]s4 7#aa7 ,e/abli%+ or exp&+ programs 9 communities to improve coord9ation betwe5 mat]nity c>e provid]s & m5tal heal? & sub/ance use disord] provid]s :o treat mat]nal m5tal heal? conditions & sub/ance use disord]s4 7#ab7 ,c>ry+ o!r programs align$ ) evid5ce-bas$ or evid5ce-in=m$ practices = address+ mat]nal m5tal heal? conditions & sub/ance use disord]s = pregnant & po/p>tum individuals f racial & e?nic m9ority gr\ps4 #cajdf4 ,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 = grants 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 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 #cajdg4 ,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$ = m9ority-s]v+ in/itutions describ$ 9 section #cga ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq74 7b7 ,use ( funds ,am\nts made available by subsection 7a7 %all be us$ = ! 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+ outrea* to eligible m9ority-s]v+ in/itutions to raise aw>5ess ( ! availability ( ! grants4 7#e7 ,provid+ te*nical assi/ance on ! application process = su* grant4 7#f7 ,promot+ capacity build+ to eligible entities4 #cajdh4 ,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 #cajdi4 ,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 #cajej4 ,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,k ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bdg;b-#ab7 ) 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 #cajea4 ,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 #cajeb4 ,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 #cajec4 ,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 = c>ry+ out section #cja ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bda7 & title ,,iv ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bha et seq47 ) respect to *ild heal? & human developm5t1 to conduct or support rese>* = int]v5tions to mitigate ! effects ( ! ,,covid-#ai public heal? em]g5cy on pregnant1 lactat+1 & po/p>tum individuals1 ) a p>ticul> focus on individuals f racial & e?nic m9ority gr\ps4 #cajed4 ,fund+ = exp&+ ! use ( te*nology-enabl$ collaborative le>n+ & capacity 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 = grants to community-bas$ 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 t are op]at+ 9 heal? pr(essional %ortage areas designat$ "u section #ccb ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;e7 ) 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+4 7b7 ,use ( funds 7#a7 ,grantees ,a recipi5t ( a grant aw>d$ pursuant to subsection 7a7 %all use su* grant am\nts to-- 7,a7 tra9 mat]nal heal? c>e provid]s & /ud5ts ?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+ 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 #cajee4 ,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 = grants to community-bas$ 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 t are op]at+ 9 heal? pr(essional %ortage areas designat$ "u section #ccb ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #bed;e7 ) 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 pursuant to subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 ,increas+ access to digital tools t c\ld improve mat]nal heal? outcomes1 su* z we>able te*nologies1 pati5t portals1 teleheal? s]vices1 & mobile phone applications4 7#b7 ,provid+ te*nical assi/ance to recipi5ts ( grants aw>d$ pursuant to subsection 7a7 on ! developm5t1 use1 evaluation1 & po/grant su/a9ability ( digital tools = purposes ( promot+ equity 9 mat]nal heal? outcomes4 #cajef4 ,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 #be1jjj1jjj1 to rema9 available until exp5d$1 = ! purpose describ$ 9 subsection 7b74 7b7 ,use ( funds ,! ,secret>y %all use am\nts appropriat$ "u subsection 7a7 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 #e ,o!r public heal? inve/m5ts #cajfa4 ,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 #cajfb4 ,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 #cj1jjj1jjj1 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 #cajfc4 ,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 #cajfd4 ,fund+ = community viol5ce & trauma int]v5tions 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y1 out ( any money 9 ! ,treasury n o!rwise appropriat$ to rema9 available until exp5d$1 = ! purposes describ$ 9 subsection 7b73 7#a7 #aej1jjj1jjj = fiscal ye> #bjbb4 7#b7 #bej1jjj1jjj = fiscal ye> #bjbc4 7#c7 #dej1jjj1jjj = fiscal ye> #bjbd4 7#d7 #eej1jjj1jjj = ea* ( fiscal ye>s #bjbe1 #bjbf1 & #bjbg4 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? & ) public heal? & m$ical pr(essionals1 victim s]vices community-bas$ organizations1 & o!r viol5ce r$uction exp]ts1 %all use am\nts appropriat$ by subsection 7a7 to support public heal? approa*es 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-bas$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 s*ool-bas$ m5tal heal? s]vices1 & o!r s]vices2 & 7#b7 support+ tra9+1 te*nical assi/ance1 surveillance sy/ems1 & data collection 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 #cajfe4 ,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 #aj1jjj1jjj1 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 #cajff4 ,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 #aej1jjj1jjj1 to rema9 available until exp5d$1 = modifications to exi/+ contracts1 & supplem5ts to exi/+ grants & coop]ative agreem5ts "u p>ts ,a1 ,b1 ,c1 & ,d ( title ,,xxvi ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjj;ff-#aa et seq47 & section #bfib7;a7 ( su* ,act 7#db ,u4,s4,c4 #cjj;ff-#aaa7;a774 #cajfg4 ,supplem5tal fund+ = ! ,_w ,trade ,c5t] ,heal? ,program 7a7 ,supplem5tal ,fund 7#a7 ,9 g5]al ,title ,,xxxiii ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjjmm et seq47 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 ,uses ( 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 7#b7 ,con=m+ am5dm5ts ,title ,,xxxiii ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjjmm et seq47 is am5d$-- 7,a7 9 section #ccaa7;a77#d77;,b77i77,,ii7 7#db ,u4,s4,c4 #cjjmm-#ba7;a77#d77;,b77i77,,ii771 by /rik+ section #ccea & ins]t+ sections #ccea & #cceb2 7,b7 9 section #ccba7;a77#c77;,b77i77,,ii7 7#db ,u4,s4,c4 #cjjmm-#ca7;a77#c77;,b77i77,,ii771 by /rik+ section #ccea & ins]t+ sections #ccea & #cceb2 7,c7 9 section #ccca 7#db ,u4,s4,c4 #cjjmm-#da7-- 7i7 9 subsection 7a71 by ins]t+ & ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund be=e ! p]iod at ! end2 & 7ii7 9 subsection 7d7-- 7,i7 9 p>agraph 7#a77;,b71 by ins]t+ 7exclud+ any exp5ditures f am\nts 9 ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund "u section #cceb7 be=e ! p]iod at ! end2 & 7,,ii7 9 p>agraph 7#b71 9 ! flu% text foll[+ subp>agraph 7,c71 by ins]t+ 7exclud+ any exp5ditures f am\nts 9 ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund "u section #cceb7 be=e ! p]iod at ! end2 & 7,d7 9 section #ccea7;b7 7#db ,u4,s4,c4 #cjjmm-#fa7;b77-- 7i7 9 p>agraph 7#b71 by ins]t+ or z available f ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund "u section #cceb be=e ! p]iod at ! end2 & 7ii7 9 p>agraph 7#c71 by ins]t+ or z available f ! ,_w ,trade ,c5t] ,heal? ,program ,supplem5tal ,fund "u section #cceb be=e ! p]iod at ! end4 7b7 ,rese>* cohort = em]g+ heal? impacts on y\? 7#a7 ,9 g5]al ,section #ccda ( ! ,public ,heal? ,s]vice ,act 7#db ,u4,s4,c4 #cjjmm-#ea7 is am5d$-- 7,a7 by r$esignat+ subsections 7c7 & 7d7 z subsections 7d7 & 7e71 respectively2 & 7,b7 by ins]t+ aft] subsection 7b7 ! foll[+3 7c7 ,rese>* cohort = em]g+ heal? impacts on y\? ,! ,,wtc ,program ,adm9i/rator %all e/abli% a rese>* cohort ( suffici5t size to conduct rese>* /udies on ! heal? & educational impacts ( exposure to airborne tox9s1 or any o!r haz>d or adv]se condition1 result+ f ! ,septemb] #aa1 #bjja1 t]rori/ attacks on ! population ( individuals :o 7 #ba ye>s ( age or y\ng] at ! "t ( exposure & :o are enroll$ 9 ! ,,wtc ,program or o!rwise eligible = enrollm5t 9 ! ,program "u section #ccba4 4 7#b7 ,sp5d+ limitation exemption ,section #ccea7;c77#e7 ( su* ,act 7#db ,u4,s4,c4 #cjjmm-#fa7;c77#e77 is am5d$ 9 ! matt] prec$+ subp>agraph 7,a71 by ins]t+ 7o!r ?an subsection 7c7 ( su* section7 aft] section #ccda4 7#c7 ,con=m+ am5dm5t ,section #ccja7;f77#b77;,e7 ( su* ,act 7#db ,u4,s4,c4 #cjjmm7f77#b77;,e77 is am5d$ by /rik+ section #ccda7;a7 & ins]t+ subsection 7a7 or 7c7 ( section #ccda4 ,k ,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$1 #aj1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to make grants to eligible entities = implem5t+ ,next ,g5]ation #i-a-a1 op]at+ & ma9ta9+ ,next ,g5]ation #i-a-a1 tra9+ directly relat$ to implem5t+1 ma9ta9+1 & op]at+ ,next ,g5]ation #i-a-a1 if ! co/ relat$ to su* tra9+ does n exce$ #c p]c5t ( ! total grant aw>d1 & plann+ & implem5tation activities1 if ! co/ relat$ to su* plann+ & implem5tation does n exce$ #a p]c5t ( ! total grant aw>d4 7#b7 ,adm9i/rative exp5ses ,( ! am\nt appropriat$ 9 ?is subsection1 ! ,assi/ant ,secret>y may use n m ?an #b p]c5t to implem5t & adm9i/] ?is section4 7#c7 ,rulemak+ requir$ ,n lat] ?an #ahj days aft] ! date ( ! enactm5t ( ?is ,act1 ! ,assi/ant ,secret>y %all1 aft] public notice & opportunity = comm5t1 issue rules to implem5t ?is section4 7b7 ,eligibility 7#a7 ,9 g5]al ,! ,assi/ant ,secret>y %all n make a grant "u ?is section to any eligible entity unless su* entity c]tifies to ! ,assi/ant ,secret>y t-- 7,a7 no portion ( any #i-a-a fee or *>ge impos$ by ! eligible entity1 or 79 ! case t ! eligible entity is n a cov]$ ,/ate or ,tribal organization7 any ,/ate or tax+ jurisdiction )9 :i* ! eligible entity w c>ry out activities us+ grant funds1 w be obligat$ or exp5d$ = any purpose or function o!r ?an a purpose or function = :i* ! obligation or exp5diture ( su* a fee or *>ge is acceptable 7z det]m9$ by ! ,f$]al ,communications ,commission pursuant to ! rules issu$ "u section #f7;f77#c7 ( ! ,wireless ,communications & ,public ,safety ,act ( #aiii 7#dg ,u4,s4,c4 #fae;a-#a7;f77#c771 z su* rules are 9 effect on ! date on :i* ! eligible entity makes ! c]tification7 dur+ any p]iod dur+ :i* ! funds f ! grant are available to ! eligible entity2 7,b7 any funds receiv$ by ! eligible entity w be us$ to support ! deploym5t ( ,next ,g5]ation #i-a-a 9 a mann] t ensures reliability1 int]op]ability1 & requires ! use ( commonly accept$ /&>ds2 7,c7 ! eligible entity has e/abli%$1 or commits to e/abli% n lat] ?an #c ye>s aft] ! date on :i* ! funds are di/ribut$ to ! eligible entity1 a su/a9able fund+ me*anism = ,next ,g5]ation #i-a-a & effective cyb]security = ,next ,g5]ation #i-a-a2 & 7,d7 no funds receiv$ by ! eligible entity w be us$ 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 7#b7 ,o!r requirem5ts ,! ,assi/ant ,secret>y %all n make a grant "u ?is section to an eligible entity unless su* entity c]tifies to ! ,assi/ant ,secret>y t-- 7,a7 ! eligible entity1 & 79 ! case t ! eligible entity is n a cov]$ ,/ate or ,tribal organization7 any cov]$ ,/ate )9 :i* ! eligible entity w c>ry out activities us+ grant funds1 has designat$ a s+le (fic] or gov]nm5tal body to s]ve z ! po9t ( contact to coord9ate ! implem5tation ( ,next ,g5]ation #i-a-a = su* cov]$ ,/ate or ,tribal organization2 & 7,b7 ! eligible entity has develop$ & submitt$ a plan = ! coord9ation & implem5tation ( ,next ,g5]ation #i-a-a consi/5t ) ! requirem5ts ( ! ,assi/ant ,secret>y t1 at a m9imum-- 7i7 ensures int]op]ability1 reliability1 resili5cy1 & ! use ( commonly accept$ /&>ds2 7ii7 enables em]g5cy communications c5t]s to process1 analyze1 & /ore multim$ia1 data1 & o!r in=mation2 7iii7 incorporates cyb]security tools1 includ+ intrusion detection & prev5tion measures2 7iv7 includes /rategies = coord9at+ cyb]security in=mation %>+ betwe5 ,f$]al1 cov]$ ,/ate1 ,tribal1 & local gov]nm5t p>tn]s2 7v7 includes a gov]nance body or bodies1 ei!r by creation ( a new body or bodies or use ( an exi/+ body or bodies1 = ! developm5t & deploym5t ( ,next ,g5]ation #i-a-a2 7vi7 creates effici5cies relat$ to ,next ,g5]ation #i-a-a functions1 includ+ ! virtualization & %>+ ( infra/ructure1 equipm5t1 & s]vices2 & 7vii7 utilizes an effective1 competitive approa* to e/abli%+ au!ntication1 cr$5tial+1 secure connections1 & access 9 deploy+ ,next ,g5]ation #i-a-a1 includ+ by-- 7,i7 requir+ c]tificate au?orities to be capable ( cross-c]tification ) o!r au?orities2 7,,ii7 avoid+ risk ( a s+le po9t ( failure or vuln]ability2 & 7,,iii7 adh]+ to ,f$]al ag5cy be/ practices su* z ^? promulgat$ by ! ,national ,in/itute ( ,/&>ds & ,te*nology4 7#c7 ,return ( fund+ ,if1 aft] mak+ a grant aw>d to an eligible entity "u subsection 7a71 ! ,assi/ant ,secret>y det]m9es t su* eligible entity has act$ 9 a mann] n 9 accordance ) ! c]tifications requir$ "u ?is subsection1 ! ,assi/ant ,secret>y %all1 aft] af=d+ due process1 resc9d su* grant aw>d & rec\p funds f su* eligible entity4 7c7 ,ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,inspector ,g5]al ( ! ,dep>tm5t ( ,comm]ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to conduct ov]sight to combat wa/e1 fraud1 & abuse ( grant aw>ds made "u ?is section4 #caajb4 ,e/abli%m5t ( ,next ,g5]ation #i-a-a ,cyb]security ,c5t] ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,assi/ant ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #hj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to e/abli% a ,next ,g5]ation #i-a-a ,cyb]security ,c5t] to coord9ate ) cov]$ ,/ate1 local1 & regional gov]nm5ts on ! %>+ ( cyb]security in=mation ab\t1 ! analysis ( cyb]security ?reats to1 & guidel9es = /rategies to detect & prev5t cyb]security intrusions relat+ to ,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 ! ,assi/ant ,secret>y = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjcj1 to e/abli% a #af-memb] ,public ,safety ,next ,g5]ation #i-a-a ,advisory ,bo>d 79 ?is section ref]r$ to z ! ,bo>d71 to be compris$ ( repres5tatives ( public safety organizations1 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%$ pursuant to 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 su* 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 enable int]op]ability2 & 7,b7 are-- 7i7 develop$ & approv$ by a /&>ds developm5t organization t is accr$it$ by a ,unit$ ,/ates or int]national /&>ds body 9 a process t-- 7,i7 is op5 to ! public1 includ+ op5 = p>ticipation by any organization2 & 7,,ii7 provides = a conflict resolution process2 7ii7 subject to an op5 comm5t & input process be=e be+ f9aliz$ by ! /&>ds developm5t organization2 7iii7 cons5sus-bas$2 & 7iv7 made publicly available once approv$4 7#d7 ,co/ relat$ to plann+ & implem5tation ,! t]m co/ relat$ to plann+ & implem5tation means any co/ incurr$ by an eligible entity relat$ to plann+ = & prep>+ an application & relat$ mat]ials z requir$ "u ?is title4 7#e7 ,cov]$ ,/ate ,! t]m cov]$ ,/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 7#f7 ,eligible entity ,! t]m eligible entity-- 7,a7 means a cov]$ ,/ate or a ,tribal organization2 & 7,b7 may be an entity1 includ+ a public au?ority1 bo>d1 or commission1 e/abli%$ by "o or m entities describ$ 9 subp>agraph 7,a74 7#g7 ,em]g5cy communications c5t] 7,a7 ,9 g5]al ,! t]m em]g5cy communications c5t]-- 7i7 means a facility t-- 7,i7 is designat$ to receive a #i-a-a reque/ = em]g5cy assi/ance2 & 7,,ii7 p]=ms "o or m ( ! functions describ$ 9 subp>agraph 7,b72 & 7ii7 may be a public safety answ]+ po9t1 z def9$ 9 section #bbb ( ! ,communications ,act ( #aicd 7#dg ,u4,s4,c4 #bbb74 7,b7 ,functions describ$ ,! functions describ$ 9 ?is subp>agraph are ! foll[+3 7i7 ,process & analyze #i-a-a reque/s = em]g5cy assi/ance & in=mation & data relat$ to su* reque/s4 7ii7 ,dispat* appropriate em]g5cy response provid]s4 7iii7 ,transf] or ex*ange #i-a-a reque/s = em]g5cy assi/ance & in=mation & data relat$ to su* reque/s ) "o or m facilities describ$ "u ?is p>agraph & em]g5cy response provid]s4 7iv7 ,analyze any communications receiv$ f em]g5cy response provid]s4 7v7 ,support incid5t comm& functions4 7#h7 ,int]op]able2 int]op]ability ,! t]m int]op]able or int]op]ability means ! capability ( em]g5cy communications c5t]s to receive #i-a-a reque/s = em]g5cy assi/ance & in=mation & data relat$ to su* reque/s1 su* z location in=mation & callback numb]s f a p]son initiat+ ! reque/1 & !n process & %>e ! #i-a-a reque/s = em]g5cy assi/ance & in=mation & data relat$ to 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 o!r factors4 7#i7 ,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]s4 7#aj7 ,public safety organization ,! t]m public safety organization means an organization t repres5ts ! int]e/s ( p]sonnel 9-- 7,a7 local law en=cem5t2 7,b7 fire & rescue2 7,c7 em]g5cy m$ical s]vice2 or 7,d7 #i-a-a s]vices4 7#aa7 ,reliability ,! t]m reliability means ! employm5t ( suffici5t measures to ensure ! ongo+ op]ation ( ,next ,g5]ation #i-a-a1 includ+ ?r\gh ! use ( geo-div]se1 device- & network-agno/ic elem5ts t provide m ?an "o physical r\te betwe5 end po9ts ) no common po9ts :]e a s+le failure at t po9t w\ld cause ! op]ation ( ,next ,g5]ation #i-a-a to fail4 7#ab7 ,/ate or tax+ jurisdiction ,! t]m ,/ate or tax+ jurisdiction has ! mean+ giv5 su* t]m 9 section #f7;f77#c77;,d7 ( ! ,wireless ,communications & ,public ,safety ,act ( #aiii 7#dg ,u4,s4,c4 #fae;a-#a7;f77#c77;,d774 7#ac7 ,su/a9able fund+ me*anism ,! t]m su/a9able fund+ me*anism means a fund+ me*anism t provides adequate rev5ues to cov] ongo+ exp5ses1 includ+ op]ations1 ma9t5ance1 & upgrades4 ,l ,spectrum ,auctions #cabja4 ,spectrum auctions & innovation 7a7 ,def9itions ,9 ?is section3 7#a7 ,assi/ant ,secret>y ,! t]m ,assi/ant ,secret>y means ! ,assi/ant ,secret>y ( ,comm]ce = ,communications & ,in=mation4 7#b7 ,commission ,! t]m ,commission means ! ,f$]al ,communications ,commission4 7#c7 ,cov]$ b& ,! t]m cov]$ b& means ! b& ( frequ5cies betwe5 #cajj megah]tz & #cdej megah]tz1 inclusive4 7#d7 ,relevant congressional committees ,! t]m relevant congressional committees means-- 7,a7 ! ,committee on ,en]gy & ,comm]ce ( ! ,h\se ( ,repres5tatives2 & 7,b7 ! ,committee on ,comm]ce1 ,sci5ce1 & ,transportation ( ! ,s5ate4 7#e7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,comm]ce4 7b7 #c4a-c4de ,g,hz b& 7#a7 ,pre-auction fund+ 7,a7 ,9 g5]al ,on ! date ( enactm5t ( ?is ,act1 ! ,director ( ! ,(fice ( ,managem5t & ,budget %all transf] #ej1jjj1jjj f ! ,spectrum ,relocation ,fund e/abli%$ "u section #aah ( ! ,national ,telecommunications & ,in=mation ,adm9i/ration ,organization ,act 7#dg ,u4,s4,c4 #ibh7 to ! ,secret>y = ! purpose ( eng9e]+ /udies1 economic analyses1 activities ) respect to sy/ems1 or o!r plann+ activities to improve effici5cy & effectiv5ess ( ,f$]al spectrum use 9 ord] to make available-- 7i7 frequ5cies 9 ! cov]$ b& = id5tification by ! ,secret>y "u p>agraph 7#b77;,a72 & 7ii7 frequ5cies 9 ! cov]$ b& = id5tification by ! ,secret>y "u p>agraph 7#b77;,b74 7,b7 ,exemption ,section #aah7;g7 ( ! ,national ,telecommunications & ,in=mation ,adm9i/ration ,organization ,act 7#dg ,u4,s4,c4 #ibh7;g77 %all n apply ) respect to ! paym5t requir$ "u subp>agraph 7,a74 7,c7 ,plan ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 ! ,assi/ant ,secret>y1 9 coord9ation ) ! ,secret>y ( ,def5se & ! ,executive ,(fice ( ! ,presid5t1 %all develop a plan = conduct+ ! eng9e]+ /udies1 economic analyses1 activities ) respect to sy/ems1 or o!r plann+ activities describ$ 9 subp>agraph 7,a74 7,d7 ,consid]ation ( common plat=m ,9 develop+ ! plan requir$ by subp>agraph 7,c71 ! ,assi/ant ,secret>y %all consid] facilitat+ ! %>+ ( spectrum betwe5 ,f$]al & non-,f$]al us]s implem5t$ ?r\gh a ,f$]al us] in=m+ common plat=m develop$ by ! ,assi/ant ,secret>y1 9 coord9ation ) ! ,commission4 7,e7 ,ov]sight ,! ,assi/ant ,secret>y & ! ,executive ,(fice ( ! ,presid5t %all cont9u\sly review & provide ov]sight ( ! execution ( ! plan requir$ by subp>agraph 7,c74 7,f7 ,report to ,secret>y ( ,comm]ce & ,congress ,n lat] ?an #ah mon?s aft] ! date ( enactm5t ( ?is ,act1 = ! purposes ( aid+ ! ,secret>y 9 mak+ ! id5tification "u p>agraph 7#b7 & in=m$ by ! f9d+s ( ! eng9e]+ /udies1 economic analyses1 activities ) respect to sy/ems1 or o!r plann+ activities describ$ 9 subp>agraph 7,a71 ! ,assi/ant ,secret>y1 9 consultation ) ! ,secret>y ( ,def5se1 %all submit to ! ,secret>y & ! relevant congressional committees a report t-- 7i7 conta9s su* f9d+s2 & 7ii7 recomm5ds-- 7,i7 frequ5cies 9 ! cov]$ b& = id5tification by ! ,secret>y "u p>agraph 7#b77;,a72 & 7,,ii7 frequ5cies 9 ! cov]$ b& = id5tification by ! ,secret>y "u p>agraph 7#b77;,b74 7#b7 ,id5tification ,n lat] ?an #bd mon?s aft] ! date ( enactm5t ( ?is ,act1 in=m$ by ! f9d+s ( ! eng9e]+ /udies1 economic analyses1 activities ) respect to sy/ems1 or o!r plann+ activities describ$ 9 p>agraph 7#a77;,a7 & ! report requir$ "u p>agraph 7#a77;,f71 ! ,secret>y1 9 consultation ) ! ,secret>y ( ,def5se1 ! ,director ( ! ,(fice ( ,sci5ce & ,te*nology ,policy1 & ! ,commission1 %all submit to ! ,presid5t1 ! ,commission1 & ! relevant congressional committees a report t-- 7,a7 id5tifies = inclusion 9 a sy/em ( competitive bidd+ "u p>agraph 7#c7 at lea/ #bjj megah]tz ( frequ5cies 9 ! cov]$ b& = non-,f$]al use1 %>$ ,f$]al & non-,f$]al use1 or a comb9ation !re(2 & 7,b7 id5tifies additional frequ5cies ( electromagnetic spectrum 9 ! cov]$ b& t c\ld be made available = non-,f$]al use1 %>$ ,f$]al & non-,f$]al use1 or a comb9ation !re(4 7#c7 ,auction 7,a7 ,9 g5]al ,n lat] ?an #g ye>s aft] ! date ( enactm5t ( ?is ,act1 ! ,commission1 9 coord9ation ) ! ,assi/ant ,secret>y1 %all comm5ce a sy/em ( competitive bidd+ "u section #cji7;j7 ( ! ,communications ,act ( #aicd 7#dg ,u4,s4,c4 #cji7;j771 9 accordance ) p>agraph 7#b7 ( ?is subsection1 ( ! frequ5cies id5tifi$ "u subp>agraph 7,a7 ( t p>agraph4 7,b7 ,prohibition ,no entity t is on ! li/ requir$ by section #b ( ! ,secure & ,tru/$ ,communications ,networks ,act ( #bjai 7#dg ,u4,s4,c4 #afja7 may p>ticipate 9 ! sy/em ( competitive bidd+ requir$ by subp>agraph 7,a74 7#d7 ,prep>+ spectrum = auction 7,a7 ,9 g5]al ,! ,presid5t %all modify or )draw any assignm5t to a ,f$]al ,gov]nm5t /ation ( ! frequ5cies id5tifi$ "u p>agraph 7#b77;,a7 to accommodate non-,f$]al use or %>$ ,f$]al & non-,f$]al use 9 accordance ) t p>agraph4 7,b7 ,tim+ ,! ,presid5t may n modify or )draw any assignm5t to a ,f$]al ,gov]nm5t /ation z describ$ 9 subp>agraph 7,a7 be=e ,novemb] #cj1 #bjbd4 7#e7 ,auction proce$s to cov] #aaj p]c5t ( ,f$]al relocation or %>+ co/s ,no?+ 9 ?is subsection %all be con/ru$ to relieve ! ,commission f ! requirem5ts "u section #cji7;j77#af77;,b7 ( ! ,communications ,act ( #aicd 7#dg ,u4,s4,c4 #cji7;j77#af77;,b774 7#f7 ,rules au?oriz+ additional use ( spectrum 9 cov]$ b& ,n lat] ?an #d ye>s aft] ! date ( enactm5t ( ?is ,act1 ! ,commission1 9 consultation ) ! ,assi/ant ,secret>y1 %all adopt rules t au?orize ! use ( spectrum 9 ! cov]$ b& id5tifi$ "u p>agraph 7#b77;,b7 = non-,f$]al use1 %>$ ,f$]al & non-,f$]al use1 or a comb9ation !re(4 7#g7 ,opportuni/ic use ( id5tifi$ frequ5cies ,n lat] ?an #d ye>s aft] ! date ( enactm5t ( ?is ,act1 if ! ,presid5t modifies or )draws assignm5ts "u p>agraph 7#d71 or if ,presid5t accommodates ! use describ$ 9 p>agraph 7#b77;,a7 )\t su* modification or )drawal1 ! ,commission1 9 coord9ation ) ! ,assi/ant ,secret>y1 %all all[ = ! opportuni/ic use ( ! frequ5cies id5tifi$ "u su* p>agraph be=e ! auction requir$ by p>agraph 7#c7 is conduct$4 ,opportuni/ic use1 if su* use is inconsi/5t ) ! rights ( lic5sees t obta9$ lic5ses ?r\gh su* auction1 %all cease ^u ! issuance by ! ,commission ( su* lic5ses4 7c7 ,,fcc auction au?ority 7#a7 ,t]m9ation ,section #cji7;j77#aa7 ( ! ,communications ,act ( #aicd 7#dg ,u4,s4,c4 #cji7;j77#aa77 is am5d$ by ins]t+ aft] #bjbe ! foll[+3 1 & ) respect to ! electromagnetic spectrum id5tifi$ "u section #cabja7;b77#b77;,a7 ( ! ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 su* au?ority %all expire on ! date t is #g ye>s aft] ! date ( enactm5t ( t ,act4 7#b7 ,spectrum ,pipel9e ,act ( #bjae ,! ,spectrum ,pipel9e ,act ( #bjae 7,public ,law #aad-gd2 #abi ,/at4 #fba7 is am5d$-- 7,a7 9 section #ajjd-- 7i7 9 subsection 7a71 by /rik+ #bjbb & ins]t+ #bjbd2 & 7ii7 9 subsection 7b77#a71 by /rik+ #bjbb & ins]t+ #bjbd2 & 7,b7 9 section #ajjf7;c77#a71 by /rik+ #bjbb & ins]t+ #bjbd4 ,m ,di/ance ,le>n+ #cacja4 ,additional support = di/ance le>n+ 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #d1jjj1jjj1jjj to ! ,em]g5cy ,connectivity ,fund e/abli%$ "u subsection 7c77#a7 ( section #gdjb ( ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b7 to provide support "u ! cov]$ regulations promulgat$ "u subsection 7a7 ( su* section1 except t su* 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 ( su* section72 & 7#b7 #ejj1jjj to ! ,inspector ,g5]al ( ! ,f$]al ,communications ,commission to conduct ov]sight ( support provid$ "u ! cov]$ regulations4 ,am\nts appropriat$ by ?is subsection %all rema9 available until ,septemb] #cj1 #bjcj4 7b7 ,limitation ,none ( ! funds appropriat$ by subsection 7a77#a7 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 ,n ,manufactur+ ,supply ,*a9 #cadja4 ,critical manufactur+ ,supply ,*a9 ,resili5ce 7a7 ,appropriation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,dep>tm5t ( ,comm]ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1jjj1 to rema9 available until exp5d$1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to support ! resili5ce1 div]sity1 security1 & /r5g? ( critical manufactur+ supply *a9s affect+ int]/ate comm]ce & relat$ adm9i/rative co/s4 7b7 ,purposes ,! am\nt "u subsection 7a7 %all be available to ! ,secret>y ( ,comm]ce =-- 7#a7 critical manufactur+ supply *a9 mapp+ & monitor+1 :i* may include provid+ grants & o!r f9ancial assi/ance z appropriate to eligible entities = private & public sector-l$ mapp+1 monitor+1 & =eca/+2 7#b7 facilitat+ & support+ ! e/abli%m5t ( volunt>y /&>ds1 guidel9es1 & be/ practices to r$uce risks to ! resili5ce1 div]sity1 security1 & /r5g? ( critical manufactur+ supply *a9s2 7#c7 id5tify+1 accel]at+1 promot+1 & demon/rat+ te*nological advances = critical manufactur+ supply *a9s2 & 7#d7 provid+ grants & o!r f9ancial assi/ance z appropriate t support ! resili5ce1 div]sity1 security1 or /r5g? ( a critical manufactur+ supply *a9 to eligible entities = activities t may include enhancem5ts to a dome/ic manufactur+ facility1 process1 or practice1 ! pres]vation ( surge capacity1 ! provision ( goods1 or o!r activities at ! det]m9ation ( ! ,secret>y4 7c7 ,limitation ,( ! am\nts made available "u subsection 7a71 n m ?an #c p]c5t may be us$ = relat$ adm9i/rative exp5ses4 7d7 ,eligible entity def9$ ,! t]m eligible entity means-- 7#a7 a dome/ic ent]prise2 7#b7 a dome/ic manufactur]2 7#c7 a ,/ate1 local1 or ,tribal gov]nm5t entity2 7#d7 a dome/ic regional te*nology & manufactur+ hub2 7#e7 a dome/ic in/itution ( high] education2 7#f7 a dome/ic public or private nonpr(it organization or association2 or 7#g7 a consortium ( any ( ! entities describ$ 9 p>agraphs 7#a7 ?r\gh 7#f74 ,o ,,ftc ,privacy ,en=cem5t #caeja4 ,f$]al ,trade ,commission fund+ = a privacy bureau & relat$ exp5ses 7a7 ,appropriation ,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$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out ?is section4 7b7 ,purposes ,! ,f$]al ,trade ,commission %all use ! funds appropriat$ "u subsection 7a7 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% ! "w ( ! ,commission relat$ to unfair or deceptive acts or practices relat+ to privacy1 data security1 id5tity !ft1 data abuses1 & relat$ matt]s4 ,p ,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$ to ! ,(fice ( ! ,inspector ,g5]al ( ! ,dep>tm5t ( ,comm]ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ov]sight ( activities support$ ) 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$-- 7#a7 #aj1jjj1jjj1jjj = ! ,capital ,fund "u section #i7;d7 ( ! ,unit$ ,/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 #ff1ejj1jjj1jjj = 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 #b1gej1jjj1jjj = 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$s ( public h\s+1 to trans=m neighborhoods ( pov]ty into function+1 su/a9able mix$-income neighborhoods 2 & 7#d7 #gej1jjj1jjj = ! 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 ! ,secret>y may transf] & m]ge am\nts set aside "u ?is subp>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 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$s 9 ! community4 7#b7 ,applicants ,eligible recipi5ts ( grants %all include lead applicants & jo9t applicants1 z foll[s3 7,a7 ,lead applicants ,a lead applicant %all be a local gov]nm5t or a public h\s+ ag5cy4 7,b7 ,jo9t applicants ,a nonpr(it organization or a =-pr(it develop] may apply jo9tly z a jo9t applicant ) su* public entities specifi$ 9 subp>agraph 7,a74 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 #adcgx7 & grants f am\nts made available "u ?is head+ %all be subject to ! regulations issu$ by ! ,secret>y to implem5t su* section4 7#e7 ,p>tn]%ips ,grantees %all create p>tn]%ips ) o!r local organizations1 includ$ assi/$ h\s+ own]s1 s]vice ag5cies1 & resid5t organizations4 7#f7 ,unobligat$ balances ,! ,secret>y may1 until ,septemb] #cj1 #bjca1 obligate any available unobligat$ balances made available "u subsection 7a77#c74 7#g7 ,l[-income 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;a7b77 & af=dable h\s+1 :i* %all be h\s+ = :i* ! own] or pur*as] ( ! project has record$ an af=dability use re/riction approv$ by ! ,secret>y = h\seholds e>n+ up to #abj p]c5t ( ! area m$ian income = no few] ?an #bj ye>s4 7c7 ,o!r t]ms & conditions ,grants aw>d$ "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 ,alt]native deadl9es ,! ,secret>y %all e/abli%1 by notice1 alt]native deadl9es to ^? e/abli%$ 9 section #i7;j7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;g7j77 to provide public h\s+ ag5cies reasonable p]iods ( "t to obligate & exp5d funds provid$ "u p>agraphs 7#a7 & 7#b7 ( subsection 7a74 7#f7 ,recapture ,if ! ,secret>y recaptures fund+ allocat$ by =mula f a public h\s+ ag5cy "u p>agraph 7a77#a71 su* recaptur$ am\nts %all be add$ to ! am\nts available "u p>agraph 7a77#b71 & %all be obligat$ by ! ,secret>y prior to ! expiration ( su* funds4 7#g7 ,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$]al1 ,/ate1 or local s\rces4 7#h7 ,waiv]s & alt]native requirem5ts ,! ,secret>y may waive or specify alt]native requirem5ts = subsections 7d77#a71 7d77#b71 7e71 & 7j7 ( section #i ( ! ,unit$ ,/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 o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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$-- 7#a7 #cd1ggj1jjj1jjj1 = activities & assi/ance = ! ,,home ,inve/m5t ,p>tn]%ips ,program 79 ?is section ref]r$ to z ! ,,home program71 z au?oriz$ "u title ,,ii ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgba et seq47 79 ?is section ref]r$ to z ,,naha72 7#b7 #cf1ggj1jjj1jjj = activities & assi/ance = ! ,,home ,inve/m5t ,p>tn]%ips ,program1 z au?oriz$ "u title ,,ii ( ,,naha1 subject to ! t]ms & conditions 9 p>agraphs 7#a7 & 7#b7 ( subsection 7b72 7#c7 #ajj1jjj1jjj to make new aw>ds or increase prior aw>ds to exi/+ te*nical assi/ance provid]s1 except t increases to prior aw>ds d n exce$ #aj p]c5t ( ! am\nt made available "u ?is subp>agraph1 to provide an increase 9 capacity build+ & te*nical assi/ance available to any grantees implem5t+ activities or projects consi/5t ) ?is section1 except t ! ,secret>y may use n m ?an #aj p]c5t ( ! am\nt made available "u ?is p>agraph to increase prior aw>ds to exi/+ te*nical assi/ance provid]s to provide an imm$iate increase 9 capacity build+ & te*nical assi/ance2 & 7#d7 #cfj1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,,home & ,h\s+ ,tru/ ,fund programs g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,t]ms & condition 7#a7 ,=mula ,! ,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$4 7#e7 ,adm9i/ration ,not)/&+ subsections 7c7 & 7d77#a7 ( section #bab ( ,,naha 7#db ,u4,s4,c4 #abgdb71 eligible grantees may use n m ?an #ae p]c5t ( _! allocations "u ?is section = adm9i/rative & plann+ co/s4 7c7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( ,,naha 7#db ,u4,s4,c4 #abgja et seq47 or regulation = ! adm9i/ration ( ! am\nts made available "u ?is section o!r ?an requirem5ts relat$ to fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to exp$ite or facilitate ! use ( am\nts made available "u ?is section4 7d7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djjjc4 ,h\s+ ,inve/m5t ,fund 7a7 ,e/abli%m5t ,!re is e/abli%$ 9 ! ,treasury ( ! ,unit$ ,/ates a fund to be kn[n z ! ,h\s+ ,inve/m5t ,fund1 :i* %all be )9 ! ,community ,developm5t ,f9ancial ,in/itutions ,fund 79 ?is section ref]r$ to z ! ,,cdfi ,fund71 to-- 7#a7 increase & pres]ve ! af=dability & quality ( h\s+2 7#b7 increase ! availability ( af=dable1 accessible h\s+2 7#c7 improve ! en]gy & wat] effici5cy & resili5cy ( af=dable h\s+2 7#d7 enhance economic opportunities = resid5ts1 by f9anc+ or support+ af=dable h\s+ locat$ )9 proximity to public transportation1 z def9$ 9 section #ecjb ( title #di1 ,unit$ ,/ates ,code1 or c5t]s ( employm5t1 & education1 & critical community s]vices2 7#e7 mat* ! creation ( h\s+ supply to exi/+ dem& & project$ dem& gr[? 9 ! area1 to ! b5efit ( exi/+ resid5ts & ) att5tion to prev5t+ displacem5t ( resid5ts2 & 7#f7 fur!r fair h\s+ purposes address+ hi/oric dis9ve/m5t1 ! conc5tration ( pov]ty1 & h\s+ segregation on ! basis ( race1 color1 religion1 natural orig91 sex1 disability1 or familial /atus4 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$-- 7#a7 #i1fdj1jjj1jjj to ! ,h\s+ ,inve/m5t ,fund e/abli%$ by ?is section2 & 7#b7 #cfj1jjj1jjj = ! co/s to ! ,,cdfi ,fund ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 fair h\s+ compliance1 & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7c7 ,exp5ditures f ,fund ,am\nts 9 ! ,h\s+ ,inve/m5t ,fund %all be available to ! ,,cdfi ,fund 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 1 & = home[n]s ) incomes up to #abj p]c5t ( ! area m$ian income4 ,! ,,cdfi ,fund may impose su* conditions z x deems necess>y to a*ieve ! program goals1 includ+ coord9at+ ) ! ,secret>y ( ,h\s+ & ,urban ,developm5t to h\s+ a*ieve ! purposes ( subsection 7a77#f74 7d7 ,eligible grantees ,a grant "u ?is section may be made1 pursuant to su* requirem5ts z ! ,,cdfi ,fund %all e/abli% = exp]i5ce & success 9 c>ry+ out ! types ( activities propos$ "u ! application ( ! grantee1 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 #dgjb7 t is n f\nd to be out ( compliance ) ! obligation to affirmatively fur!r fair h\s+1 z applicable2 7#b7 a nonpr(it organization hav+ z "o ( its pr9cipal purposes ! creation1 developm5t1 or pres]vation ( af=dable h\s+ & t is n f\nd to be out ( compliance ) ! obligation to affirmatively fur!r fair h\s+1 z applicable1 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 7e7 ,eligible uses ,grant am\nts aw>d$ f ! ,h\s+ ,inve/m5t ,fund pursuant to ?is section may be us$ = ! purposes describ$ 9 subsection 7c71 includ+ = ! foll[+ uses3 7#a7 ,to provide loan loss res]ves4 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=dable1 accessible h\s+1 includ+ to support ! creation1 pres]vation1 or rehabilitation ( resid5t-own$ manufactur$ h\s+ communities4 7#c7 ,to capitalize an af=dable h\s+ fund 1 = 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 fund4 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$it1 includ+ mortgages hav+ l[ orig9al pr9cipal obligations4 7#e7 ,= risk-%>+ loans4 7#f7 ,to provide loan gu>antees4 7#g7 ,to fund r5tal h\s+ op]ations4 7f7 ,applications ,! ,,cdfi ,fund %all provide1 an application process1 = eligible grantees "u subsection 7d7 to submit applications = ,h\s+ ,inve/m5t ,fund grants to ! ,,cdfi ,fund at su* "t & 9 su* mann] z ! ,,cdfi ,fund %all det]m9e4 7g7 ,grant limitation 7#a7 ,9 g5]al ,! ,,cdfi ,fund %all e/abli% limitations on aggregate funds available = an eligible grantee & its subsidi>ies & affiliates1 & eligible uses & activities z appropriate4 7#b7 ,lev]age ( funds ,ea* grant f ! ,h\s+ ,inve/m5t ,fund aw>d$ "u ?is section %all 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\rces4 7h7 ,direct hir+ au?ority ,! ,,cdfi ,fund may use direct hir+ au?ority to hire employees to adm9i/] ! ,h\s+ ,inve/m5t ,fund4 7i7 ,implem5tation ,! ,,cdfi ,fund %all h ! au?ority to issue su* regulations or o!r guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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$-- 7#a7 #hih1jjj1jjj = capital advances1 includ+ am5dm5ts to capital advance contracts1 = supportive h\s+ = p]sons ) disabilities1 z au?oriz$ by section #haa ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #hjac7 79 ?is section ref]r$ to z ! ,act71 & = 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 #ae1jjj1jjj = 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 applications2 & ! ,secret>y may use up to #aj p]c5t ( su* 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$iate increase 9 capacity build+ & te*nical assi/ance2 & 7#c7 #hg1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,supportive ,h\s+ = ,p]sons ) ,disabilities program g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 ! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( section #haa7;b77#c7 ( ! ,act 7#db ,u4,s4,c4 #hjac7;b77#c771 or regulation t ! ,secret>y adm9i/]s t is applicable to su* /atute o!r ?an requirem5ts relat$ to 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 7c7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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$-- 7#a7 #b1cfj1jjj1jjj = ! ,supportive ,h\s+ = ! ,eld]ly ,program au?oriz$ "u section #bjb ( ! ,h\s+ ,act ( #aiei 7#ab ,u4,s4,c4 #agjaq7 79 ?is section ref]r$ to z ! ,act71 :i* %all be us$-- 7,a7 = capital advance aw>ds 9 accordance ) section #bjb7;c77#a7 ( ! ,act to recipi5ts t are eligible "u ! ,act2 7,b7 = section #h project-bas$ r5tal assi/ance contracts 9 accordance ) subsection 7b7 ( ?is section & section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f71 79 ?is section ref]r$ to z ! #aicg ,act7 = capital advance projects1 includ+ new project-bas$ r5tal assi/ance contracts "u section #h ( ! #aicg ,act = capital advance projects not)/&+ subsections 7b7 & 7c7 ( section #bjb ( ! ,act 7#ab ,u4,s4,c4 #agjaq7 & section #h ( ! #aicg ,act 7#db ,u4,s4,c4 #adcg;f71 ) ! ,secret>y sett+ ! t]ms ( su* project-bas$ r5tal assi/ance contracts1 includ+ ! duration & provisions reg>d+ r5t sett+ & r5t adju/m5t2 & 7,c7 = s]vice coord9ators2 7#b7 #ae1jjj1jjj1 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 design2 & ! ,secret>y may use up to #aj p]c5t ( su* 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$iate increase 9 capacity build+ & te*nical assi/ance2 & 7#c7 #abe1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,supportive ,h\s+ = ! ,eld]ly program g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluation1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 ! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( section #bjb ( ! ,act 7#ab ,u4,s4,c4 #agjaq71 section #h ( ! #aicg ,act 7#db ,u4,s4,c4 #adcg;f71 or regulation t ! ,secret>y adm9i/]s t is applicable to su* /atutes o!r ?an requirem5ts relat$ to 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 7c7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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$-- 7#a7 #e1cad1jjj1jjj = provid+ direct loans1 :i* may be =givable1 & grants1 subject to t]ms & conditions1 includ+ af=dability requirem5ts1 det]m9$ by ! ,secret>y1 to fund projects t improve ! en]gy or wat] effici5cy1 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 #gf1jjj1jjj = ! 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 & ! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is p>agraph to section #djcja2 7#c7 #cfj1jjj1jjj = 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 #bej1jjj1jjj = 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 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,eligible recipi5ts ,am\nts made available "u ?is section %all be = direct loans1 grants1 & direct loans t c be conv]t$ to grants to prop]ties receiv+ project-bas$ assi/ance pursuant to section #bjb ( ! ,h\s+ ,act ( #aiei 7#ab ,u4,s4,c4 #agjaq71 section #haa ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #hjac71 or section #h7;b7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7b774 7c7 ,co/s ,! co/s ( direct loans provid$ "u ?is section1 includ+ ! co/ ( modify+ su* direct loans or conv]t+ direct loans into grants1 %all be z def9$ 9 section #ejb ( ! ,congressional ,budget ,act ( #aigd 7#b ,u4,s4,c4 #ffa;a74 7d7 ,waiv] ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( section #bjb ( ! ,h\s+ ,act ( #aiei 7#ab ,u4,s4,c4 #agjaq71 section #haa ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #hjac71 section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f71 or any regulation applicable to su* /atutes o!r ?an requirem5ts relat$ to t5ant rights & protections1 r5t sett+1 fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to facilitate ! use ( su* am\nts4 #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 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #c1hgj1jjj1jjj = provid+ direct loans1 :i* may be =givable1 to own]s ( di/ress$ 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 #acj1jjj1jjj = ! 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/s2 ! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca 7b7 ,loan t]ms & conditions 7#a7 ,eligibility ,own]s ( di/ress$ multifamily h\s+ projects :o meet ea* ( ! foll[+ requirem5ts %all be eligible = loan assi/ance "u ?is section3 7,a7 ,! actual r5ts receiv$ by ! own] ( ! di/ress$ prop]ty w\ld n adequately su/a9 ! debt ne$$ to make necess>y physical improvem5ts4 7,b7 ,any su* additional eligibility crit]ia z ! ,secret>y det]m9es to be appropriate1 includ+ factors t contribut$ to ! prop]ty's di/ress$ /ate4 7#b7 ,use ( loan funds ,ea* recipi5t ( loan assi/ance "u ?is section may only use su* loan assi/ance to make necess>y physical improvem5ts to a di/ress$ prop]ty4 7#c7 ,loan availability ,! ,secret>y %all only provide loan assi/ance to an own] ( a di/ress$ prop]ty :5 su* assi/ance1 consid]$ ) o!r f9ancial res\rces available to ! own]1 is necess>y to remove ! prop]ty f a di/ress$ /ate4 ,! ,secret>y may provide assi/ance 9 any am\nt t ! ,secret>y det]m9es is ne$$ to make ! necess>y physical improvem5ts t w correct ! defici5cies ( ! di/ress$ prop]ty4 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#e71 ) ! 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 ( ! prop]ty3 7,a7 ,waive any due on sale or due on ref9anc+ re/riction4 7,b7 ,cons5t to ! t]ms ( new own] debt to :i* ! loans may be subord9ate1 ev5 if su* new debt w\ld impact ! rate ( 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 = ! prop]ty t is subject to ! loan by ext5d+ any exi/+ af=dable h\s+ use agreem5ts = an additional #cj ye>s or1 if ! prop]ty 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\rces o!r ?an "u ?is section1 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$ "u ,national ,h\s+ ,act ,9 ! case ( a loan issu$ "u ?is section t is secur$ by a prop]ty ) insurance "u title ,,ii ( ! ,national ,h\s+ ,act 7#ab ,u4,s4,c4 #agjg et seq471 ! ,secret>y may use funds available "u ?is section z necess>y to pay = ! co/s ( modify+ su* loan 9 accordance ) section #ejb ( ! ,congressional ,budget ,act ( #aigd 7#b ,u4,s4,c4 #ffa;a74 7#aj7 ,co/s ,! co/s ( direct loans provid$ "u ?is section1 includ+ ! co/ ( modify+ su* direct loans1 %all be z def9$ 9 section #ejb ( ! ,congressional ,budget ,act ( #aigd 7#b ,u4,s4,c4 #ffa;a74 7c7 ,def9itions ,z us$ 9 ?is section-- 7#a7 ! t]m multifamily h\s+ project means a project consi/+ ( m ?an f\r dwell+ units assi/$1 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+ "u 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 di/ress$ prop]ty means a multifamily h\s+ project t has defici5cies t cause ! prop]ty to be at risk ( physical obsolesc5ce or economic non-viability2 7#c7 ! t]m ,secret>y means ! ,secret>y ( ,h\s+ & ,urban ,developm5t2 & 7#d7 ! t]m necess>y physical improvem5ts means capital improvem5ts t ! ,secret>y det]m9es are necess>y to address ! conditions mak+ a prop]ty a di/ress$ prop]ty or t rise to su* a level t delay+ physical improvem5ts to ! prop]ty w\ld be detrim5tal to ! longevity ( ! prop]ty z suitable h\s+ = occupancy4 7d7 ,implem5tation ,! ,secret>y %all h ! au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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 ! ,secret>y ( ,agriculture 79 ?is section ref]r$ to z ! ,secret>y7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #d1cfj1jjj1jjj1 to rema9 available until exp5d$1 = c>ry+ out new con/ruction1 improvem5ts to en]gy & wat] effici5cy or climate resili5ce1 ! removal ( heal? & safety haz>ds1 & ! pres]vation & revitalization ( h\s+ au?oriz$ "u sections #ead1 #eae1 & #eaf ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adhd1 #adhe1 & #adhf771 subject to ! t]ms & conditions 9 subsection 7b72 7#b7 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 to provide grants "u section #eba7;a77#b7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adij;a7a77#b77 or agreem5ts ent]$ into 9 lieu ( debt =giv5ess or paym5ts = eligible h\seholds z au?oriz$ by section #ejb7;c77#e77;,d7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgb7;c77#e77;,d771 to provide cont9u$ assi/ance to h\seholds assi/$ pursuant to ,section #cbjc ( ! ,am]ican ,rescue ,plan ,act ( #bjba2 & 7#c7 #bdj1jjj1jjj1 to rema9 available until exp5d$1 = ! co/s to ! ,secret>y ( 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 ,! ,secret>y %all provide direct loans & grants1 includ+ ! co/ ( modify+ loans1 z def9$ 9 section #ejb ( ! ,congressional ,budget ,act ( #aigd 7#b ,u4,s4,c4 #ffa;a71 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 ,! ,secret>y %all z "p ( ! pres]vation & revitalization agreem5t obta9 a re/rictive use agreem5t consi/5t ) ! t]ms ( ! re/ructur+4 7c7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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 #dh1dfj1jjj1jjj =-- 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 eligible exp5ses1 z det]m9$ by ! ,secret>y1 su* z security deposit assi/ance & o!r co/s relat$ to ! ret5tion & support ( p>ticipat+ own]s2 7#b7 #bd1jjj1jjj1jjj =-- 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+ families2 7,b7 r5ewals ( su* t5ant-bas$ r5tal assi/ance2 & 7,c7 fees = ! co/s ( adm9i/]+ t5ant-bas$ r5tal assi/ance & o!r eligible exp5ses1 z det]m9$ by ! ,secret>y1 su* z security deposit assi/ance & o!r co/s relat$ to ! ret5tion & support ( p>ticipat+ own]s2 7#c7 #ejj1jjj1jjj =-- 7,a7 t5ant protection v\*]s = relocation & replacem5t ( public h\s+ units demoli%$ or dispos$ ( pursuant to section #ah ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcgp7 z "p ( a public h\s+ pres]vation or project-bas$ replacem5t transaction us+ funds made available "u ?is ,act2 7,b7 r5ewals ( su* t5ant-bas$ r5tal assi/ance2 & 7,c7 fees = ! co/s ( adm9i/]+ t5ant-bas$ r5tal assi/ance & o!r eligible exp5ses1 z det]m9$ by ! ,secret>y1 su* z security deposit assi/ance & o!r co/s relat$ to ! ret5tion & support ( p>ticipat+ own]s2 7#d7 #gej1jjj1jjj = 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 #ejj1jjj1jjjj = 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 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 #gej1jjj1jjj = ! 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 #dj1jjj1jjj = 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+ ag5cies1 except t ! ,secret>y may use n m ?an #aj p]c5t ( ! am\nt 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/ance4 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 t includes 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 or revoke & r$i/ribute any unleas$ v\*]s & associat$ funds1 includ+ adm9i/rative fees & o!r exp5ses ref]r$ to 9 subsections 7a77#c7 & 7a77#d71 to o!r public h\s+ ag5cies4 7#d7 ,prohibition ( use "u ,mov+ to ,"w ,program ,public h\s+ ag5cies designat$ z ,mov+ to ,"w ag5cies %all be eligible = an allocation "u ?is section1 b may only use su* am\nts = ! activities li/$ 9 subsections 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 7c7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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 #ad1gfj1jjj1jjj = ! 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 ! ,act71 subject to ! t]ms & conditions ( subsection 7b7 ( ?is section2 7#b7 #dj1jjj1jjj = 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 #bjj1jjj1jjj = ! 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/s2 & ! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is subp>agraph to section #djcja4 ,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 may use v>i\s me*anisms1 alone or 9 comb9ation1 to aw>d grants ) am\nts made available "u ?is section1 includ+-- 7,a7 us+ 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>y2 7,b7 select+ proposals submitt$ ?r\gh ,,fha loan applications t meet specifi$ crit]ia2 7,c7 delegat+ to ,/ates & t]ritories ! aw>d+ ( contracts1 includ+ relat$ det]m9ations su* z ! maximum mon?ly r5t1 subject to ! requirem5ts ( section #h ( ! ,act1 z det]m9$ by ! ,secret>y2 & 7,d7 us+ any o!r means t ! ,secret>y det]m9es to be reasonable to accompli% ! purposes ( ?is section4 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 ( section #h ( ! ,act 7#db ,u4,s4,c4 #adcg;f7 or regulation t ! ,secret>y adm9i/]s t is applicable to su* /atute o!r ?an requirem5ts relat$ to t5ant rights & protections1 r5t sett+1 fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to exp$ite or facilitate ! use ( am\nts made available "u ?is section4 7d7 ,implem5tation ,! ,secret>y %all h ! au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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 #ghd1cge1jjj = grants "u title ,i ( ! ,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 #daja et seq47 1 & ! ,secret>y %all di/ribute su* am\nt accord+ to ! same fund+ =mula us$ 9 fiscal ye> #bjba2 7#b7 #g1jjj1jjj = grants "u title ,,viii ( ,,nahasda 7#be ,u4,s4,c4 #dbba et seq472 7#c7 #ghd1cge1jjj = competitive grants to eligible recipi5ts au?oriz$ "u title ,i ( ,,nahasda 7#be ,u4,s4,c4 #daaa et seq471 :i* may be us$ =-- 7,a7 new con/ruction & rehabilitation ( af=dable h\s+2 7,b7 improv+ wat] or en]gy effici5cy or increas+ resili5ce to natural haz>ds = h\s+ assi/$ by am\nts made available "u ?is subsection2 or 7,c7 7 o!r eligible af=dable h\s+ activities "u ,,nahasda2 7#d7 #ccd1bej1jjj =-- 7,a7 competitive s+le-purpose ,indian community developm5t block grants = ,indian tribes "u title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq472 & 7,b7 imm95t ?reat grants "u title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq47 = ,indian tribes1 or a tribal organization1 gov]nm5tal entity1 or nonpr(it organization designat$ by ! ,indian tribe to apply = a grant on its behalf1 :i* may be us$ to-- 7i7 address environm5tal ?reats1 includ+ long-t]m environm5tal ?reats2 7ii7 assi/ ,indian tribes ) relocat+ a portion ( or entire communities due to *anges to ! local environm5t2 or 7iii7 assi/ ,indian tribes ) address+ o!r ?reats to heal? & safety2 7#e7 #ej1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ,native ,am]ican 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 ,act1 & o!r co/s2 & 7#f7 #dj1jjj1jjj to make new aw>ds or increase prior aw>ds to exi/+ te*nical assi/ance provid]s to provide an imm$iate increase 9 capacity build+ & te*nical assi/ance to grantees2 & ! ,secret>y may use n m ?an #aj p]c5t ( ! am\nt "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/ance4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,grantee eligibility ,not)/&+ any o!r provision ( ?is section1 ( ,,nahasda 7#be ,u4,s4,c4 #daja et seq471 or ( ! provisions ( title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq7 applicable to ! ,indian community developm5t block grant program1 an ,indian tribe %all be ineligible to receive grants ) am\nts made available "u ?is section if ! ,secret>y det]m9es t ! ,indian tribe is n 9 compliance ) obligations "u its #ahff treaty ) ! ,unit$ ,/ates z x relates to ! inclusion ( p]sons :o are l9eal desc5dants ( ,fre$m5 z hav+ ! rights ( ! citiz5s ( su* tribes1 unless a ,f$]al c\rt has issu$ a f9al ord] t det]m9es ! treaty obligations ) respect to includ+ ,fre$m5 z citiz5s4 ,= purposes ( ?is subsection1 a c\rt ord] is n consid]$ f9al if "t rema9s = an appeal or application = discretion>y review ) respect to ! ord]4 7c7 ,prelim9>y fund+ 7#a7 ,use ( imm95t ?reat grant am\nts ,( any am\nts made available 9 subsection 7a77#d77;,b71 & 9 consultation ) ! ,dep>tm5t ( ! ,int]ior1 ! ,secret>y may aw>d prelim9>y grants ( up to #b1jjj1jjj ea* to applicants t h appli$ = a grant "u subsection 7a77#d77;,b7 be=e mak+ a f9al det]m9ation z to :e!r to aw>d a grant "u subsection 7a77#d77;,b7 to su* applicant4 7#b7 ,ne$ & capacity ,prior to aw>d+ a prelim9>y grant "u ?is subsection1 ! ,secret>y mu/ det]m9e1 bas$ on a prelim9>y assessm5t ( ne$ & adm9i/rative capacity1 t ! applicant is likely able to c>ry out ! grant successfully b w\ld ne$ additional adm9i/rative & plann+ res\rces to develop a compreh5sive implem5tation plan & additional adm9i/rative capacity 9 ord] to successfully adm9i/] a grant "u subsection 7a77#d77;,b74 7#c7 ,eligible activities ,su* prelim9>y grants %all be us$ = eligible program activities1 z def9$ by ! ,secret>y1 t ! ,secret>y det]m9es w all[ ! applicant to successfully implem5t ! grant4 7#d7 ,inapplicability ,su* prelim9>y grants are n subject to adm9i/rative & plann+ caps4 7#e7 ,fund+ det]m9ations ,! det]m9ation ( :e!r to aw>d a f9al grant "u subsection 7a77#d77;,b7 to an applicant aft] prelim9>y fund+ 0 grant$ to an applicant %all n be subject to review4 7d7 ,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 may be us$ to fund grants "u p>agraph 7#c7 or 7#d7 ( subsection 7a74 7e7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( ,,nahasda 7#be ,u4,s4,c4 #daja et seq471 title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq71 or regulation t ! ,secret>y adm9i/]s t is applicable to su* /atutes o!r ?an requirem5ts relat$ to fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to exp$ite or facilitate ! use ( am\nts made available "u ?is section4 7f7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 ,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 #f1fjj1jjj1jjj = grants to grantees "u section #ajf ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4#ecjf7 "u ! community developm5t block grant program "u title ,i ( su* ,act1 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 #a1jjj1jjj1jjj = assi/ance to community developm5t block grant grantees1 z det]m9$ by ! ,secret>y1 "u section #ajf ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjf71 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 "u ! community developm5t block grant program "u title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq47 to eligible recipi5ts "u subsection 7d7 ( ?is section = manufactur$ h\s+ infra/ructure improvem5ts 9 eligible manufactur$ home communities2 7#d7 #cjj1jjj1jjj = ! 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 fair h\s+ compliance1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 & ! ,secret>y may transf] & m]ge am\nts set aside "u ?is p>agraph to section #djcja2 & 7#e7 #ajj1jjj1jjj = 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 title ,,ii ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #db ,u4,s4,c4 #abgba et seq474 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#d7 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$ only 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-- 7,a7 is critically ne$$ to protect ! heal? & safety ( ! resid5ts ( ! manufactur$ h\s+ community & ! long-t]m su/a9ability ( ! community2 7,b7 c be comm5c$ exp$iti\sly assi/$ by a grant "u ?is subsection2 & 7,c7 includes activities-- 7i7 eligible "u ! community developm5t block grant program "u title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq472 7ii7 to facilitate in/allation1 includ+ f\ndation con/ruction = new manufactur$ homes1 z def9$ 9 section #fjc ( ! ,national ,manufactur$ ,con/ruction & ,safety ,/&>ds ,act ( #aigd 7#db ,u4,s4,c4 #edjb7 & regulat$ "u associat$ regulations1 & previ\sly sold c]tifi$ manufactur$ homes2 or 7iii7 to mitigate flood risk4 7#c7 ,crit]ia ,! ,secret>y %all prioritize aw>ds "u ?is section by ! ext5t to :i* ! project w assi/ l[-income families & pres]ve long-t]m h\s+ af=dability = resid5ts ( an eligible manufactur$ home community4 7d7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq47 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 necess>y to exp$ite or facilitate ! use ( am\nts made available "u ?is section4 7e7 ,def9itions ,= purposes ( ?is section1 ! foll[+ def9itions %all apply3 7#a7 ,colonia area ,! t]m colonia area means any c5sus tract t-- 7,a7 is an area ( ! ,unit$ ,/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 & lack ( dec5t1 safe1 sanit>y h\s+1 & 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 meets ! af=dable h\s+ safe h>bor requirem5ts ( ! ,int]nal ,rev5ue ,s]vice "u section #fja4bja ( title #bf1 ,code ( ,f$]al ,regulations2 & 7,b7 7i7 is own$ 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 ! ,secret>y o!rwise det]m9es is subject to su* b9d+ agreem5ts z are necess>y to ensure t ! manufactur$ h\s+ community w be ma9ta9$ z su* a community1 & af=dable = l[-income families 7z su* t]m is def9$ 9 section #ajd ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgjd771 on a long-t]m basis4 7#c7 ,eligible recipi5t ,! t]m eligible recipi5t means a p>tn]%ip (-- 7,a7 a grantee "u section #ajf ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4#ecjf72 & 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* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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$-- 7#a7 #f1dcj1jjj1jjj = grants to ,/ates1 units ( g5]al local gov]nm5t1 ,indian tribes or _! tribally designat$ h\s+ entities1 & nonpr(it organizations = ! activities "u subsection 7c7 9 t>get h\s+ units1 & common areas s]vic+ su* units1 :]e l[-income families reside or are expect$ to reside t is n public h\s+1 h\s+ assi/$ by 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 nor h\s+ assi/$ "u section #bjb ( ! ,h\s+ ,act ( #aiei 7#ab ,u4,s4,c4 #agjaq7 or section #haa ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #hjac72 7#b7 #ejj1jjj1jjj = grants to ,/ate or local gov]nm5ts 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 title ,,iv ( ! ,en]gy ,cons]vation & ,production ,act 7#db ,u4,s4,c4 #fhea et seq47 b are n public h\s+1 h\s+ assi/$ by 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 nor h\s+ assi/$ "u section #bjb ( ! ,h\s+ ,act ( #aiei 7#ab ,u4,s4,c4 #agjaq7 or section #haa ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #hjac72 7#c7 #b1jjj1jjj1jjj = 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 ,act = ! activities 9 subsection 7c71 except subsection 7c77#b71 9 t>get h\s+ units receiv+ su* assi/ance & common areas s]vic+ su* units2 7#d7 #haj1jjj1jjj = co/s relat$ to tra9+ & te*nical assi/ance to support id5tification & mitigation ( lead & h\s+-relat$ heal? & safety haz>ds1 rese>*1 & evaluation relat$ to activities "u ?is section2 & 7#e7 #bfj1jjj1jjj = ! 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 ,act1 & o!r co/s2 ! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,t]ms & conditions 7#a7 ,income eligibility det]m9ations ,not)/&+ any inconsi/5t requirem5ts1 ! ,secret>y may make income det]m9ations ( eligibility = enrollm5t ( h\s+ units = grants aw>d$ "u-- 7,a7 subsection 7a77#a7 us+ crit]ia "u title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq471 title ,,ii ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgja et seq471 section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f71 title ,,iv ( ! ,en]gy ,cons]vation & ,production ,act 7#db ,u4,s4,c4 #fhea et seq471 section #bfje ( ! ,l[-,income ,home ,en]gy ,assi/ance ,act ( #aiha 7#db ,u4,s4,c4 #hfbd71 or section #bjdd ( title #ch1 ,unit$ ,/ates ,code1 z det]m9$ appropriate by ! ,secret>y2 7,b7 subsection 7a77#b7 us+ crit]ia "u section #h ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;f7 or title ,,iv ( ! ,en]gy ,cons]vation & ,production ,act 7#db ,u4,s4,c4 #fhea et seq474 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$ =-- 7#a7 abatem5t ( lead-bas$ pa9t 9 t>get h\s+2 7#b7 int]im controls ( lead-bas$ pa9t haz>ds 9 t>get h\s+2 7#c7 lead-bas$ pa9t inspections2 7#d7 lead risk assessm5ts2 7#e7 lead haz>d control cle>ance exam9ations2 7#f7 te/+ = h\s+-relat$ heal? & safety haz>ds2 7#g7 mitigation ( h\s+-relat$ heal? & safety haz>ds1 includ+ lead faucets1 fixtures1 & int]ior l9es2 7#h7 te*nical assi/ance2 7#i7 provid+ "w practices tra9+ to local resid5ts2 7#aj7 outrea* & engagem5t ) community /akehold]s1 includ+ /akehold]s 9 disadvantag$ communities2 7#aa7 capacity build+2 7#ab7 program evaluation & rese>*2 7#ac7 environm5tal reviews2 or 7#ad7 activities t directly or indirectly support ! "w "u ?is section1 z applicable1 t )\t :i* su* activities c\ld n be conduct$4 7d7 ,environm5tal review ,= purposes ( environm5tal review pursuant to ! ,national ,environm5tal ,policy ,act ( #aifi 7#db ,u4,s4,c4 #dcba et seq47 & o!r provisions ( law t fur!r ! purposes ( su* ,act1 a grant "u subsection 7a7 ( ?is section %all be consid]$ funds = a special project = purposes ( section #cje7;c7 ( ! ,multifamily ,h\s+ ,prop]ty ,disposition ,re=m ,act ( #aiid 7#db ,u4,s4,c4 #cedg71 provid$ t ref]5ces 9 su* section #cje7;c7 to ,/ate or unit ( g5]al local gov]nm5t %all be deem$ to include ,indian tribes4 7e7 ,def9itions ,= purposes ( ?is section1 ! foll[+ def9itions1 & def9itions 9 section #ajjd ( ! ,resid5tial ,lead-,bas$ ,pa9t ,haz>d ,r$uction ,act ( #aiib 7#db ,u4,s4,c4 #dhea;b71 %all apply3 7#a7 ,nonpr(it2 nonpr(it organization ,! t]ms nonpr(it & nonpr(it organization mean a corporation1 community *e/1 fund1 or f\ndation n organiz$ = 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 family0 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 ,tribally designat$ h\s+ entity2 ,indian tribe ,! t]ms tribally designat$ h\s+ entity & ,indian tribe h ! same mean+ giv5 su* t]ms 9 section #d ( ! ,native ,am]ican ,h\s+ ,assi/ance & ,self-,det]m9ation ,act ( #aiif 7#be ,u4,s4,c4 #dajc74 7#d7 ,unit ( g5]al local gov]nm5t ,! t]m unit ( g5]al local gov]nm5t has ! same mean+ giv5 su* t]m 9 section #ajb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjb74 7f7 ,implem5tation ,! ,secret>y %all h ! au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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$-- 7#a7 #d1bfj1jjj1jjj = aw>d+ plann+ grants "u ?is section to develop & evaluate h\s+ policy plans & sub/antially improve h\s+ /rategies2 7#b7 #bj1jjj1jjj = rese>* & evaluation relat$ to h\s+ policy plann+ & o!r associat$ co/s2 7#c7 #gj1jjj1jjj to provide te*nical assi/ance to grantees or applicants = grants made available by ?is section2 & 7#d7 #aej1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 fair h\s+ compliance1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title2 ! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is p>agraph to section #djcja4 ,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+ policy plans & sub/antially improve h\s+ /rategies2 7#b7 /reaml9+ regulatory requirem5ts & %ort5 processes1 re=m zon+ codes1 or o!r initiatives t r$uce b>ri]s to h\s+ supply ela/icity & af=dability2 7#c7 develop+ & evaluat+ local or regional plans = urban developm5t to sub/antially improve urban developm5t /rategies relat$ 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 f9ance plann+ activities1 includ+ engagem5t ) community /akehold]s & h\s+ practition]s1 to-- 7,a7 develop h\s+ policy plans2 7,b7 sub/antially improve ,/ate or local h\s+ /rategies2 7,c7 develop new regulatory requirem5ts & processes1 re=m zon+ codes1 or und]take o!r initiatives to r$uce b>ri]s to h\s+ supply ela/icity & af=dability2 7,d7 develop local or regional plans = urban developm5t2 & 7,e7 sub/antially improve urban developm5t /rategies1 includ+ /rategies to increase availability & access to af=dable h\s+1 to fur!r access to public transportation or to advance o!r su/a9able or location-effici5t urban developm5t goals4 7#b7 ,implem5tation & livable community inve/m5t grants ,! ,secret>y %all aw>d implem5tation grants "u ?is p>agraph on a competitive basis to eligible entities = ! purpose ( implem5t+-- 7,a7 complet$ h\s+ /rategies & h\s+ policy 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+ policy plans2 7,b7 new regulatory requirem5ts & processes1 re=m$ zon+ codes1 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 = urban developm5t & any plann+ to increase availability & access to af=dable h\s+1 access to public transportation & o!r su/a9able or location-effici5t urban 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+ policy plan2 h\s+ /rategy 7,a7 ,h\s+ policy plan ,! t]m h\s+ policy 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 title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq474 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$]al ,gov]nm5t1 %all be eligible "u ?is section :5 necess>y & appropriate z a "p ( a natural haz>d mitigation project4 7h7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq47 or regulation = ! adm9i/ration ( ! am\nts made available "u ?is section o!r ?an requirem5ts relat$ to fair h\s+1 nondiscrim9ation1 labor /&>ds1 & ! environm5t1 ^u a f9d+ t ! waiv] or alt]native requirem5t is necess>y to exp$ite or facilitate ! use ( am\nts made available "u ?is section4 7i7 ,implem5tation ,! ,secret>y %all h ! au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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 ,program debt 7#a7 ,cancellation ,subject only to p>agraphs 7#b7 & 7#c7 & not)/&+ any o!r provision ( law1 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 #g #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 cancel$1 ! ,adm9i/rator & ! ,national ,flood ,insurance ,fund are reliev$ ( all liability to ! ,secret>y ( ! ,treasury "u any su* notes or o!r obligations1 includ+ = any capitaliz$ int]e/ due "u su* notes or o!r obligations & any o!r fees & *>ges payable 9 connection ) su* notes & obligations1 & ! total am\nt ( notes & obligations issu$ by ! ,adm9i/rator pursuant to su* section %all be consid]$ to be r$uc$ by su* am\nt = purposes ( ! limitation on su* total am\nt "u su* section4 7#b7 ,use ( sav+s ,effective on & aft] ,octob] #a1 #bjca1 ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy %all use any sav+s accru+ f ! cancellation ( debt "u p>agraph 7#a71 includ+ any am\nts ( int]e/ paym5ts avoid$ f su* cancellation1 only = deposit 9 & use "u ! ,national ,flood ,insurance ,res]ve ,fund "u section #acaj;,a ( ! ,national ,flood ,insurance ,act ( #aifh 7#db ,u4,s4,c4 #djag;,a74 7#c7 ,treatm5t ( cancel$ debt ,! am\nt ( ! indebt$ness cancel$ "u p>agraph 7#a7 may be treat$ z a public debt ( ! ,unit$ ,/ates4 7b7 ,flood haz>d mapp+ & risk analysis --,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 #c1jjj1jjj1jjj1 to rema9 available until exp5d$1 = necess>y exp5ses = flood haz>d mapp+ & risk analysis1 :i* %all be 9 addition to1 & %all supplem5t-- 7#a7 am\nts o!rwise available = ^? purposes1 includ+ am\nts appropriat$ to ! ,national ,flood ,insurance ,fund e/abli%$ "u section #acaj ( su* ,act 7#db ,u4,s4,c4 #djag72 & 7#b7 any funds provid$ to ! ,adm9i/rator by ,/ates & local gov]nm5ts "u section #acfj7;f77#b7 ( su* ,act 7#db ,u4,s4,c4 #daja7;f77#b774 7c7 ,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$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out a means-te/$ program "u :i* ! ,adm9i/rator provides 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 7iv7 ,any o!r factor t ! ,adm9i/rator f9ds reasonable & necess>y to c>ry out ! purposes ( ?is subsection 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 7i74 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$4 7,d7 ,insurance co/s ,! t]m insurance co/s means1 ) respect to a cov]$ prop]ty = a ye>-- 7i7 risk premiums & fees e/imat$ "u section #acjg ( ! ,national ,flood ,insurance ,act ( #aifh 7#db ,u4,s4,c4 #djad7 & *>g$ "u section #acjh ( su* ,act 7#db ,u4,s4,c4 #djae72 7ii7 sur*>ges assess$ "u sections #acjd & #acjh;,a ( su* ,act 7#db ,u4,s4,c4 #djaa1 #djae;a72 & 7iii7 any am\nt e/abli%$ "u section #acaj;,a7c7 ( su* ,act 7#db ,u4,s4,c4 #djag;a74 #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$-- 7#a7 #e1gjj1jjj1jjj = aw>ds ( plann+ & implem5tation grants to eligible recipi5ts to c>ry out community-l$ projects to /abilize neighborhoods & increase access to economic opportunity = resid5ts by creat+ equitable civic infra/ructure & creat+ or pres]v+ af=dable1 accessible h\s+2 7#b7 #ejj1jjj1jjj = aw>ds ( grants 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 #a1jjj1jjj1jjj = ! ,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 #cjj1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 fair h\s+ compliance1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title2 ! ,secret>y may transf] & m]ge am\nts appropriat$ "u ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 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 title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq47 = community-l$ projects t create civic infra/ructure to support a community's social1 economic1 & civic fabric1 create fair1 af=dable & accessible h\s+ opportunities1 prev5t resid5tial displacem5t1 acquire & rem$iate blight$ prop]ties1 & promote quality job creation & ret5tion4 7c7 ,grants 7#a7 ,geographical areas ,! ,secret>y %all aw>d grants f ! ,fund to eligible recipi5ts )9 geographical areas at ! neighborhood1 c\nty1 c5sus tract1 or c5sus tract level1 includ+ c5sus tracts adjac5t to ! project area t are areas 9 ne$ ( inve/m5t1 & t h at lea/ two ( ! foll[+ indicators3 7,a7 ,dwell+ unit sales prices t are l[] ?an ! co/ to acquire & rehabilitate1 or build1 a new dwell+ unit4 7,b7 ,high proportions ( resid5tial & comm]cial prop]ties t are vacant due to =eclosure1 eviction1 ab&onm5t1 or o!r causes4 7,c7 ,l[ rates ( home[n]%ip4 7,d7 ,disp>ities 9 racial & e?nic home[n]%ip rates4 7,e7 ,high & p]si/5t rates ( pov]ty4 7,f7 ,high rates ( unemploym5t & und]employm5t4 7,g7 ,population at risk ( displacem5t due to ris+ h\s+ co/s4 7,h7 ,hi/oric population loss4 7,i7 ,lack ( private sector l5d+ on fair & competitive t]ms = individuals to pur*ase homes or />t small bus9esses4 7,j7 ,o!r indicators ( economic di/ress4 7d7 ,eligible recipi5ts & applicants 7#a7 ,eligible recipi5t ,an eligible recipi5t ( a grant "u subsection 7b77#a7 %all be a local p>tn]%ip ( a lead applicant & "o or m jo9t applicants ) ! ability to adm9i/] ! grant4 ,an eligible recipi5t ( a grant "u subsection 7b77#b7 %all be a lead applicant ) ! ability to adm9i/] ! grant1 includ+ a regional or national nonpr(it1 t may include a jo9t applicant4 7#b7 ,lead applicant ,an eligible lead applicant = a grant aw>d$ "u ?is section %all be-- 7,a7 7i7 a nonpr(it organization t-- 7,i7 demon/rates a commitm5t to anti-displacem5t ef=ts & has exp]tise 9 community plann+1 engagem5t1 organiz+1 h\s+ & community developm5t1 or neighborhood revitalization2 & 7,,ii7 is locat$ )9 or s]ves ! geographical area ( ! project or t d]ives its mission & op]ational priorities f ! ne$s ( ! geographical area ( ! project2 or 7ii7 if ! geographical area ( ! project is locat$ 9 any area :]e no su* local nonpr(it organization exi/s1 a national nonpr(it organization ) su* exp]tise2 7,b7 a community developm5t corporation1 t is locat$ )9 or s]ves ! geographical area ( ! project & c demon/rate a track record ( mak+ inve/m5ts 9 ! geographical area ( ! project1 & demon/rates a commitm5t to anti-displacem5t ef=ts2 7,c7 a community h\s+ developm5t organization1 def9$ 9 section #ajd ( ! ,cran/on-,gonzalez ,national ,af=dable ,h\s+ ,act 7#db ,u4,s4,c4 #abgjd7 or a community-bas$ developm5t organization1 t is locat$ )9 or s]ves ! geographical area ( ! project & exp]i5c$ 9 neighborhood revitalization1 community-bas$ economic developm5t1 h\s+ developm5t activities1 & demon/rates a commitm5t to anti-displacem5t ef=ts2 or 7,d7 a community developm5t f9ancial in/itution1 z def9$ by section #ajc ( ! ,riegle ,community ,developm5t & ,regulatory ,improvem5t ,act ( #aiid 7#ab ,u4,s4,c4 #dgjb71 t is locat$ )9 or s]ves ! geographical area ( ! project1 demon/rates a commitm5t to anti-displacem5t ef=ts1 & has a track record ( mak+ inve/m5ts 9 ! geographic project area4 7#c7 ,jo9t applicants ,a jo9t applicant %all be a local1 regional or national entity t is-- 7,a7 an organization t qualifies z a lead applicant2 7,b7 a unit ( g5]al local gov]nm5t1 z def9$ 9 section #ajb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjb72 7,c7 an ,indian tribe1 z def9$ 9 section #ajb ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecjb72 7,d7 a nonpr(it organization2 7,e7 a community developm5t corporation2 7,f7 an an*or in/itution2 7,g7 a ,/ate h\s+ f9ance ag5cy 7z su* t]m is def9$ 9 section #ajf7;h7 ( ! ,h\s+ & ,urban ,developm5t ,act ( #aifh 7#ab ,u4,s4,c4 #agjax7h777 or a relat$ ,/ate ag5cy2 7,h7 a l& bank2 7,i7 a 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,j7 a public h\s+ ag5cy 7z su* t]m is def9$ 9 section #c7;b7 ( ! ,unit$ ,/ates ,h\s+ ,act ( #aicg 7#db ,u4,s4,c4 #adcg;a7b7772 7,k7 a community developm5t f9ancial in/itution1 z def9$ by section #ajc ( ! ,riegle ,community ,developm5t & ,regulatory ,improvem5t ,act ( #aiid 7#ab ,u4,s4,c4 #dgjb72 or 7,l7 a philan?ropic organization4 7e7 ,eligible uses 7#a7 ,9 g5]al ,grants aw>d$ "u ?is section may be us$ to support civic infra/ructure & h\s+-relat$ activities4 ,projects mu/ include at lea/ "o civic infra/ructure & at lea/ "o h\s+-relat$ activity4 7#b7 ,plann+ grants ,plann+ grants aw>d$ "u ?is section may be us$ = civic infra/ructure & h\s+-relat$ activities1 includ+-- 7,a7 fair h\s+ plann+1 to affirmatively fur!r fair h\s+2 7,b7 plann+ to prev5t displacem5t especially ( extremely-l[1 v-l[1 l[- & mod]ate-income home[n]s1 r5t]s1 & p exp]i5c+ homelessness2 7,c7 community plann+ & outrea*2 7,d7 neighborhood engagem5t ) resid5t lead]s & community gr\ps2 7,e7 pre-developm5t activities2 7,f7 community engagem5t processes2 7,g7 m>ket analysis2 7,h7 f9ancial plann+ & feasibility2 & 7,i7 site surveys4 7#c7 ,implem5tation grants ,implem5tation grants aw>d$ "u ?is section may be us$ = activities eligible "u 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#d7 ,community ,l& ,tru/ grants ,an eligible recipi5t ( a community l& tru/ grant aw>d$ "u ?is section may use su* grant = activities to support civic infra/ructure1 includ+ ! production1 acquisition1 & rehabilitation ( h\s+ = use 9 a community l& tru/ or %>$ equity home[n]%ip program1 & exp&+ ! capacity ( ! recipi5t to c>ry out ! grant4 7#e7 ,co/s ( grantees ,up to #bj p]c5t ( a recipi5t's grant may be us$ = adm9i/rative co/s4 7f7 ,rules ( con/ruction ,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 title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq474 7g7 ,waiv]s ,! ,secret>y may waive or specify alt]native requirem5ts = any provision ( title ,i ( ! ,h\s+ & ,community ,developm5t ,act ( #aigd 7#db ,u4,s4,c4 #ecja et seq47 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 necess>y to exp$ite or facilitate ! use ( am\nts made available "u ?is section4 7h7 ,def9itions ,= purposes ( ?is section1 ! foll[+ def9itions %all apply3 7#a7 ,an*or in/itution ,! t]m an*or in/itution means a s*ool1 a libr>y1 a heal?c>e provid]1 a community college or o!r in/itution ( high] education1 museum or cultural in/itution1 or ano!r community support organization or entity4 7#b7 ,community l& tru/ ,! t]m community l& tru/' means a nonpr(it organization or ,/ate or local gov]nm5ts or in/rum5talities t-- 7,a7 use a gr\nd lease or de$ 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$4 7#c7 ,l& bank ,! t]m l& bank means a gov]nm5t entity1 ag5cy1 or program1 or a special purpose nonpr(it entity =m$ 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#d7 ,%>$ 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> legal 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$s ^u resale2 & 7,c7 provide ! program adm9i/rator or su* adm9i/rator's assignee a preemptive option to pur*ase ! home[n]%ip unit f ! home[n] at resale4 #djajf4 ,fair h\s+ activities & inve/igations 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ 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$-- 7#a7 #ggj1jjj1jjj = ! ,fair ,h\s+ ,initiatives ,program "u section #efa ( ! ,h\s+ & ,community ,developm5t ,act ( #aihg 7#db ,u4,s4,c4 #cfaf;a7 to ensure exi/+ & new fair h\s+ organizations h exp&$ & /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$1 & l5d+ m>kets4 ,am\nts made available "u ?is section %all support great] organizational cont9uity & capacity1 includ+ ?r\gh up to #aj-ye> grants2 & 7#b7 #bcj1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section & ! ,fair ,h\s+ ,initiatives & ,fair ,h\s+ ,assi/ance ,programs g5]ally1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,! ,secret>y may transf] & m]ge am\nts set aside "u ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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 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$-- 7#a7 #ahd1jjj1jjj = support = coop]ative ef=ts ) ,/ate & local ag5cies adm9i/]+ fair h\s+ laws "u section #hag ( ! ,fair ,h\s+ ,act 7#db ,u4,s4,c4 #cfaf7 to assi/ ! ,secret>y to affirmatively fur!r fair h\s+1 & = ,fair ,h\s+ ,assi/ance ,program coop]ative agreem5ts ) int]im c]tifi$ & 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 ! ,secret>y may transf] & m]ge am\nts appropriat$ by ?is p>agraph to section #djcja2 & 7#b7 #ff1jjj1jjj = ! 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/s2 ! ,secret>y may transf] & m]ge am\nts appropriat$ by ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 ,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 e/abli%$ "u subsection 7b7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #f1hbe1jjj1jjj = ! ,fir/-,g5]ation ,d[npaym5t ,assi/ance ,fund "u ?is section = allocation among ,/ates t ! ,secret>y ( ,h\s+ & ,urban ,developm5t has n f\nd to be out ( compliance ) ! obligation to affirmatively fur!r fair h\s+1 9 accordance ) a =mula e/abli%$ by ! ,secret>y1 :i* %all take into consid]ation adult population size exclud+ home[n]s1 m$ian area home prices1 & racial disp>ities 9 home[n]%ip rates1 to c>ry out ! eligible uses ( ! ,fund z describ$ 9 subsection 7c72 7#b7 #b1bge1jjj1jjj = ! ,fir/-,g5]ation ,d[npaym5t ,assi/ance ,program "u ?is section = competitive grants to eligible entities t ! ,secret>y has n f\nd to be out ( compliance ) ! obligation to affirmatively fur!r fair h\s+1 to c>ry out ! eligible uses ( ! ,fund z describ$ 9 subsection 7d72 7#c7 #ejj1jjj1jjj = ! co/s ( provid+ h\s+ c\nsel+ requir$ "u ! ,fir/-,g5]ation ,d[npaym5t ,assi/ance ,program "u subsection 7c77#a72 & 7#d7 #djj1jjj1jjj = ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ! ,fir/-,g5]ation ,d[npaym5t ,assi/ance ,program1 includ+ in=mation te*nology1 f9ancial report+1 programmatic report+1 ensur+ fair h\s+ & fair l5d+ compliance1 rese>* & evaluations1 te*nical assi/ance to recipi5ts ( am\nts "u ?is section1 & o!r cross-program co/s 9 support to programs adm9i/]$ by ! ,secret>y 9 ?is ,act1 & o!r co/s2 ! ,secret>y may transf] & m]ge acc\nts set aside "u ?is clause to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 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 ( funds ,if a ,/ate or eligible entity does n demon/rate ! capacity to exp5d grant funds provid$ "u ?is section1 ! ,secret>y %all reallocate ! grant funds ( su* grantee among ,/ates & eligible entities t demon/rate to ! ,secret>y ! capacity to exp5d su* am\nts & t are satisfactorily meet+ ! goals ( ?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-- 7,a7 use su* grants to provide assi/ance on behalf ( a qualifi$ homebuy] :o has complet$ a program ( h\s+ c\nsel+ be=e ent]+ into a sales pur*ase agreem5t1 z ! ,secret>y %all require1 provid$ ?r\gh a h\s+ c\nsel+ ag5cy approv$ by ! ,secret>y =-- 7i7 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$uce ! rates ( int]e/ on eligible mortgage loans2 7ii7 subsidies to make %>$ equity homes af=dable to eligible homebuy]s by disc\nt+ ! price = :i* ! home w be sold & to pres]ve ! home's af=dability = subsequ5t homebuy]s2 & 7iii7 pre-occupancy home modifications t may be necess>y to meet requir$ prop]ty /&>ds or accommodate qualifi$ homebuy]s or memb]s ( _! h\sehold ) disabilities2 7,b7 use n m ?an #aj p]c5t ( _! grant allocation or aw>d = adm9i/rative co/s & tra9+ = c>ry+ out ! program ( ! ,/ate or eligible entity to provide assi/ance ) su* grant am\nts1 z well z to develop ! capacity to track & monitor program outcomes 9 consultation ) community-bas$ & nonpr(it organizations t h z _! mission to advance fair h\s+ & fair l5d+2 & 7,c7 comply ) ! obligation to affirmatively fur!r fair h\s+1 z def9$ by ! ,secret>y to implem5t section #hjh7;e77#e7 ( ! ,fair ,h\s+ ,act 7#db ,u4,s4,c4 #cfjh7;e77#e771 9 any program or activity relat$ to ! use ( su* funds4 7#b7 ,am\nt & lay]+ ( assi/ance ,assi/ance "u ?is section-- 7,a7 may be provid$ to or on behalf ( any qualifi$ homebuy] only once2 7,b7 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;,a77iii7 = disability relat$ home modifications1 except t ! ,secret>y may increase su* maximum limitation am\nts 9 ! case ( a qualifi$ homebuy] :o is economically disadvantag$2 & 7,c7 may be provid$ to or on behalf ( a qualifi$ homebuy] :o is receiv+ assi/ance f o!r s\rces1 includ+ o!r ,/ate1 ,f$]al1 local1 private1 public1 & nonpr(it s\rces1 = acquisition ( an eligible home4 7#c7 ,prohibition ( priority ,9 select+ qualifi$ 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 applicable4 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 is 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 su* z dea? or milit>y deploym5t2 a f9ancial h>d%ip1 su* z a significant r$uction 9 income1 or increase 9 m$ical exp5ses2 relocation = a reason relat$ to dome/ic viol5ce1 dat+ viol5ce1 sexual assault1 or /alk+1 z def9$ 9 ! ,secret>y's regulations implem5t+ ! ,viol5ce ,aga9/ ,wom5 ,act2 or relocation = a reason relat$ to ! homebuy] or a memb] ( ! h\sehold's disabilities2 or ano!r h>d%ips bas$ on crit]ia e/abli%$ by ! ,secret>y1 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 ,community l& tru/s & %>$ equity home[n]%ip programs ,if assi/ance f grant am\nts "u ?is section is provid$ 9 connection ) an eligible home made available ?r\gh a community l& tru/ or %>$ equity home[n]%ip program1 su* assi/ance %all rema9 9 ! community l& tru/ or %>$ equity prop]ty ^u transf] ( ! prop]ty to keep ! home af=dable to ! next eligible community l& tru/ or %>$ equity homebuy]4 7#f7 ,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#f7 & no ,/ate1 eligible entity1 or cr$itor %all be subject to liability1 includ+ monet>y p5alties or requirem5ts to indemnify a ,f$]al ag5cy or repur*ase a loan t has be5 sold or securitiz$1 bas$ on ! provision ( assi/ance "u ?is section to or on behalf ( a borr[] :o does n meet ! eligibility requirem5ts "u su* subp>agraphs if ! cr$itor does s 9 good fai? reliance on borr[] atte/ations ( eligibility requir$ "u su* subp>agraphs4 7#g7 ,report+ ,! ,secret>y may require ! report+ ( su* in=mation on ! use ( grants provid$ f ! ,fund z ! ,secret>y may require to c>ry out ?is subsection4 7e7 ,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]nm5t1 ag5cies or in/rum5talities !re(1 t-- 7,a7 use a gr\nd lease or de$ cov5ant ) an af=dability p]iod ( at lea/ #cj ye>s to-- 7i7 make home[n]%ip units af=dable to h\seholds2 & 7ii7 /ipulate a preemptive option to pur*ase ! af=dable 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$4 7#b7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a m9ority depository in/itution1 z su* t]m is def9$ 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 l[-income & socially disadvantag$ populations & provides s]vices 9 neighborhoods hav+ high conc5trations ( m9ority1 l[-income & socially disadvantag$ populations2 & 7,c7 any o!r nonpr(it1 mission-driv5 entity t ! ,secret>y f9ds has a track record ( provid+ assi/ance to home[n]s1 t>gets s]vices to l[-income & socially disadvantag$ populations1 & provides s]vices 9 neighborhoods hav+ high conc5trations ( m9ority1 l[-income1 or socially disadvantag$ populations4 7#c7 ,eligible home ,! t]m eligible home means a resid5tial dwell+1 includ+ a unit 9 a condom9ium or coop]ative project or a manufactur$ h\s+ unit1 t-- 7,a7 consi/s ( #a to #d dwell+ units2 & 7,b7 w be occupi$ by ! qualifi$ homebuy]1 9 accordance ) su* assurances & commitm5ts z ! ,secret>y %all require1 z ! prim>y resid5ce ( ! homebuy]4 7#d7 ,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$1 or gu>ante$ "u title ,v ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adga et seq472 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#e7 ,fir/ g5]ation homebuy] ,! t]m fir/-g5]ation homebuy] means a homebuy] t is1 z atte/$ by ! homebuy]-- 7,a7 an individual-- 7i7 ^: liv+ p>5ts or legal gu>dians d n1 to ! be/ ( ! individual's k1 h any pres5t fee simple own]%ip int]e/ 9 a pr9cipal resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty2 7ii7 :o1 if no p>5ts or legal gu>dians are liv+ ^u acquisition ( ! eligible home to be acquir$ us+ su* assi/ance1 to ! be/ ( ! individual's k1 _! p>5ts or legal gu>dians did n h any own]%ip int]e/ 9 a pr9cipal resid5ce 9 any ,/ate at ! "t ( _! dea?1 exclud+ own]%ip ( heir prop]ty2 & 7iii7 ^: 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 pr9cipal resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty1 :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 pr9cipal resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty1 :e!r su* individuals are co-borr[]s on ! loan or n4 7#f7 ,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$ at #db ,u4,s4,c4 #abgjd1 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#g7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,h\s+ & ,urban ,developm5t4 7#h7 ,%>$ 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> legal 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$s ^u resale2 & 7,,iii7 provide ! program adm9i/rator or su* adm9i/rator's assignee a preemptive option to pur*ase ! home[n]%ip unit f ! home[n] at resale4 7#i7 ,/ate ,! t]m ,/ate means any ,/ate ( ! ,unit$ ,/ates1 ! ,di/rict ( ,columbia1 ! ,commonweal? ( ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & ,am]ican ,samoa4 7#aj7 ,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 7f7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 #djbjb4 ,weal?-build+ 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$-- 7#a7 #dhj1jjj1jjj to ! ,secret>y ( ,h\s+ & ,urban ,developm5t = c>ry+ out ! program e/abli%$ "u subsection 7b7 & 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 ,act1 o!r co/s1 & = ! co/ ( gu>ante$ loans & o!r obligations2 & 7#b7 #bj1jjj1jjj to ! ,secret>y ( ,agriculture = c>ry+ out ! program e/abli%$ "u subsection 7b7 & 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 ,act1 o!r co/s1 & = ! co/ ( gu>ante$ loans & o!r obligations4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,e/abli%m5t ( ,,lift ,,home ,,funds 7#a7 ,9 g5]al ,!re is e/abli%$ 9 ea* ,loan ,gu>antee ,ag5cy a fund to be kn[n z ! ,,lift ,,home ,fund1 into :i* am\nts appropriat$ "u ?is section %all be deposit$ & :i* %all be us$ by ea* ,dep>tm5t = c>ry+ out ! purposes ( ?is section4 7#b7 ,managem5t ( ,fund ,! ,,lift ,,home ,fund ( ea* ,loan ,gu>antee ,ag5cy %all be adm9i/]$ & manag$ by ! respective ,secret>y1 :o %all e/abli% reasonable & prud5t crit]ia = ! managem5t & op]ation ( any am\nts 9 ! ,fund4 7c7 ,use ( funds 7#a7 ,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 9 an am\nt equal to1 z det]m9$ by ! ,secret>y ( ! ,treasury1 9 consultation ) ! ,secret>y ( ,h\s+ & ,urban ,developm5t-- 7,a7 ! am\nt ! ,secret>y ( ! ,treasury e/imates to be necess>y = ! pur*ase ( securities "u ! ,program dur+ ! p]iod = :i* ! funds are int5d$ to be available2 7,b7 ! diff]5ce betwe5-- 7i7 ! ,secret>y ( ! ,treasury's receipts f ! sale or o!r disposition ( securities acquir$ "u ! ,program2 & 7ii7 ! ,secret>y ( ! ,treasury's co/s 9 pur*as+ su* securities2 & 7,c7 ! ,dep>tm5t ( ! ,treasury's adm9i/rative exp5ses relat$ to ! ,program4 7#b7 ,cr$it subsidy ,su* portion ( ! appropriation to ea* ,secret>y z may be necess>y may be us$ = ! co/ to ! respective ,loan ,gu>antee ,ag5cy ( gu>ante$ loans "u ?is section4 ,su* co/s1 includ+ ! co/s ( modify+ su* loans1 %all be z def9$ 9 section #ejb ( ! ,congressional ,budget ,act ( #aigd 7#b ,u4,s4,c4 #ffa;a74 7d7 ,e/abli%m5t ( ! ,,lift ,,home program ,ea* ,secret>y %all e/abli%1 & c>ry out1 ) respect to any mortgage ) a case numb] issu$ on or be=e ,decemb] #ca1 #bjbe1 t is subsequ5tly insur$ or gu>ante$ by su* ,secret>y1 a program to make cov]$ mortgage loans available to eligible homebuy]s to pur*ase a s+le-family resid5ce = use z _! pr9cipal resid5ce 7ref]r$ to 9 ?is section z ! ,program71 "u :i*-- 7#a7 ! ,secret>y ( ! ,treasury-- 7,a7 %all act z a pur*as]1 on behalf ( ! ,secret>y ( ,h\s+ & ,urban ,developm5t1 ( securities t are secur$ by cov]$ mortgage loans2 7,b7 may designate f9ancial in/itutions1 includ+ banks1 sav+s associations1 tru/ companies1 security brok]s or deal]s1 asset manag]s1 inve/m5t advis]s1 & o!r in/itutions & su* in/itutions %all-- 7i7 p]=m all reasonable duties relat$ to ?is section z a f9ancial ag5t ( ! ,unit$ ,/ates z may be requir$2 & 7ii7 be paid = su* duties us+ appropriations available to ! ,secret>y ( ! ,treasury to reimburse f9ancial in/itutions 9 _! capacity z f9ancial ag5ts ( ! ,unit$ ,/ates2 7,c7 may use ! s]vices ( any ag5cy or in/rum5tality ( ! ,unit$ ,/ates or compon5t !re( on a reimbursable basis1 & any su* ag5cy or in/rum5tality or compon5t !re( is au?oriz$ to provide s]vices z reque/$ by ! ,secret>y us+ all au?orities ve/$ 9 or delegat$ to t ag5cy1 in/rum5tality1 or compon5t2 7,d7 may manage1 & ex]cise any rights receiv$ 9 connection )1 any f9ancial in/rum5ts or assets pur*as$ or acquir$ pursuant to ! au?orities grant$ "u ?is section2 7,e7 may e/abli% & use vehicles to pur*ase1 hold1 & sell f9ancial in/rum5ts & o!r assets2 & 7,f7 may issue su* regulations & o!r guidance z may be necess>y or appropriate to c>ry out ! au?orities or purposes ( ?is section2 7#b7 ea* ,secret>y ( a ,loan ,gu>antee ,ag5cy %all-- 7,a7 e/abli% pric+ t]ms = cov]$ mortgage loans su* t ! cov]$ mortgage loans c>ry 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 or loan gu>antee fee associat$ ) a newly orig9at$ #cj-ye> mortgage loan ) ! same loan balance insur$ or gu>ante$ by ! ,loan ,gu>antee ,ag5cy z det]m9$ by ea* ,secret>y1 or su* pric+ t]ms z are det]m9$ by ea* ,secret>y to be necess>y to develop liquidity = securities back$ by cov]$ mortgage loans & exp& ,program p>ticipation by eligible homebuy]s2 & 7,b7 e/abli% an outrea* & c\nsel+ program to increase /akehold] aw>5ess ( ! ,program2 & 7#c7 ! ,secret>y ( ,h\s+ & ,urban ,developm5t %all-- 7,a7 9 consultation ) ! ,secret>y ( ,treasury1 e/abli% ! pric+ t]ms = ! pur*ase ( securities gu>ante$ by ! ,association secur$ by cov]$ mortgage loans su* t ! cov]$ mortgage loans c>ry 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 or loan gu>antee fee associat$ ) a newly orig9at$ #cj-ye> mortgage loan ) ! same loan balance insur$ or gu>ante$ by ! ,loan ,gu>antee ,ag5cy1 or su* pric+ t]ms z are det]m9$ by ! ,secret>ies to be necess>y to develop liquidity = securities back$ by cov]$ mortgage loans & exp& ,program p>ticipation by eligible homebuy]s2 7,b7 h ! au?ority to designate mortgage bank]s1 f9ancial in/itutions1 includ+ banks1 sav+s associations1 tru/ companies1 security brok]s or deal]s1 asset manag]s1 inve/m5t advis]s1 & o!r in/itutions & su* in/itutions %all-- 7i7 p]=m all reasonable duties relat$ to ?is section z an ag5t ( ! ,unit$ ,/ates z may be requir$2 & 7ii7 be paid = su* duties us+ appropriations available "u ?is section to ! ,secret>y ( ,h\s+ & ,urban ,developm5t to reimburse ^! entities 9 _! capacity z ag5ts ( ! ,unit$ ,/ates2 7,c7 h ! au?ority to use ! s]vices ( any ag5cy or in/rum5tality ( ! ,unit$ ,/ates or compon5t !re( on a reimbursable basis1 & any su* ag5cy or in/rum5tality or compon5t !re( is au?oriz$ to provide s]vices z reque/$ by ! ,secret>y ( ,h\s+ & ,urban ,developm5t us+ all au?orities ve/$ 9 or delegat$ to t ag5cy1 in/rum5tality1 or compon5t2 7,d7 op]ate ! ,program 9 coord9ation ) ! ,association1 ! ,f$]al ,h\s+ ,adm9i/ration1 ! ,rural ,h\s+ ,s]vice1 & ! ,secret>y ( ! ,treasury s z to demon/rate feasibility & workability to m>ket p>ticipants1 includ+-- 7i7 orig9ators & s]vic]s ( mortgages2 7ii7 issu]s ( mortgage-back$ securities2 & 7iii7 inve/ors2 & 7,e7 ga9 price discov]y exp]i5ce by in/ruct+ ! ,secret>y ( ! ,treasury1 foll[+ consultation ) ! ,secret>y ( ,treasury to sell acquir$ securities describ$ 9 subp>agraph 7,a7 z soon z practicable1 !reby ha/5+ ! developm5t ( liquidity = securities back$ by cov]$ mortgage loans4 7#c7 ,limitation on aggregate loan gu>antee au?ority ,! aggregate orig9al pr9cipal obligation ( all cov]$ mortgage loans "u ?is section = ea* ,loan ,gu>antee ,ag5cy may n exce$ #e1jjj1jjj1jjj4 7#d7 ,,gnma gu>antee au?ority ,to c>ry out ! purposes ( ?is section1 ! ,association may ent] into new commitm5ts to issue gu>antees ( securities bas$ on or back$ by mortgages insur$ "u ?is section1 n exce$+ #aj1jjj1jjj1jjj4 7#e7 ,,gnma gu>anty fee ,to c>ry out ! purposes ( ?is section1 ! ,association may collect gu>anty fees consi/5t ) section #cjf7;g77#a7 ( ! ,national ,h\s+ ,act 7#ab ,u4,s4,c4 #agba7;g77#a77 t are paid at securitization4 7e7 ,def9itions ,9 ?is section3 7#a7 ,association ,! t]m ,association means ! ,gov]nm5t ,national ,mortgage ,association4 7#b7 ,cov]$ 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$ or gu>ante$ 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 #bjbe2 7ii7 is made = an orig9al t]m ( #bj ye>s or = an orig9al t]m det]m9$ by ! ,secret>y to be necess>y to develop liquidity = securities back$ by cov]$ mortgage loans & exp& ,program p>ticipation by eligible homebuy]s2 7iii7 subject to subp>agraph 7,c7 ( ?is p>agraph & not)/&+ section #bjc7;b77#b77;,c7 ( ! ,national ,h\s+ ,act 7#ab ,u4,s4,c4 #agji7;b77#b77;,c771 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 or = an orig9al t]m det]m9$ by ! ,secret>y to be necess>y to develop liquidity = securities back$ by cov]$ mortgage loans & exp& ,program p>ticipation by eligible homebuy]s2 & 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] ( mortgage insurance premium requirem5t ,ea* ,secret>y1 9 consultation ) ! ,secret>y ( ! ,treasury1 & not)/&+ section #ejb7;h77#h77;,a7 ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgb7;h77#h77;,a77 = purposes ( ! ,program e/abli%$ by ! ,secret>y ( ,agriculture1 may waive ! mortgage insurance premium cap or loan gu>antee fee cap "u subp>agraphs 7,a77iii7 & 7,b77ii7 ) respect to cov]$ mortgage loans insur$ or gu>ante$ by ! ,loan ,gu>antee ,ag5cy ( :i* t ,secret>y is ! head if necess>y to protect ! solv5cy ( ! associat$ insurance fund4 7#c7 ,dep>tm5t ,unless o!rwise specifi$1 ! t]m ,dep>tm5t means ! ,dep>tm5t ( ,h\s+ & ,urban ,developm5t or ! ,dep>tm5t ( ,agriculture1 z appropriate4 7#d7 ,eligible homebuy] ,! t]m eligible homebuy] means an individual :o-- 7,a7 = purposes ( ! ,program e/abli%$ 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#f7 ( ?is subsection2 & 7iii7 7iii7 is a fir/-g5]ation homebuy] z def9$ 9 p>agraph 7#e7 ( ?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#f7 ( ?is subsection & a fir/-g5]ation homebuy] z def9$ 9 p>agraph 7#e7 ( ?is subsection4 7#e7 ,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 ^: liv+ p>5ts or legal gu>dians d n1 to ! be/ ( ! individual's k1 h any pres5t fee simple own]%ip int]e/ 9 a pr9cipal resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty2 7ii7 if no p>5ts or legal gu>dians are liv+ ^u acquisition ( ! eligible home to be acquir$ us+ su* assi/ance1 to ! be/ ( ! individual's k1 ^: p>5ts or legal gu>dians did n h any own]%ip int]e/ 9 a pr9cipal resid5ce 9 any ,/ate at ! "t ( _! dea?1 exclud+ own]%ip ( heir prop]ty2 & 7iii7 ^: 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 pr9cipal resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty1 :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 pr9cipal resid5ce 9 any ,/ate1 exclud+ own]%ip ( heir prop]ty1 :e!r su* individuals are co-borr[]s on ! loan or n4 7#f7 ,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 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#g7 ,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#h7 ,loan gu>antee ag5cy ,unless o!rwise specifi$1 ! t]m ,loan ,gu>antee ,ag5cy means ! ,f$]al ,h\s+ ,adm9i/ration ( ! ,dep>tm5t ( ,h\s+ & ,urban ,developm5t or ! ,rural ,h\s+ ,s]vice ( ! ,dep>tm5t ( ,agriculture1 z appropriate4 7#i7 ,secret>y ,unless o!rwise specifi$1 ! t]m ,secret>y means ! ,secret>y ( ,h\s+ & ,urban ,developm5t or ! ,secret>y ( ,agriculture1 z appropriate4 7f7 ,reliance on borr[] atte/ations ,no additional docum5tation beyond ! borr[]'s atte/ation %all be requir$ to demon/rate eligibility "u p>agraph 7#d7 ( subsection 7e7 & no ,/ate1 eligible entity1 or cr$itor %all be subject to liability1 includ+ monet>y p5alties or requirem5ts to indemnify a ,f$]al ag5cy or repur*ase a loan t has be5 sold or securitiz$1 bas$ on ! provision ( assi/ance "u ?is section to a borr[] :o does n meet ! eligibility requirem5ts "u p>agraph 7#d7 ( subsection 7e7 if ! cr$itor does s 9 good fai? reliance on borr[] atte/ations ( eligibility requir$ "u su* p>agraph4 7g7 ,implem5tation ,! ,secret>y ( ,h\s+ & ,urban ,developm5t1 ! ,secret>y ( ,agriculture1 & ! ,secret>y ( ,treasury %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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$-- 7#a7 #gf1jjj1jjj = a program to increase access to small-doll> mortgages1 z def9$ 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+ loans1 z def9$ 9 section #ejb ( ! ,congressional ,budget ,act ( #aigd 7#b ,u4,s4,c4 #ffa;a72 & 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 l5d+ compliance1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s2 ! ,secret>y may transf] & m]ge am\nts appropriat$ by ?is p>agraph to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 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$ by ! ,secret>y pursuant to title ,,ii ( ! ,national ,h\s+ ,act 7#ab ,u4,s4,c4 #agjg et seq471 or gu>ante$ by ! ,secret>y pursuant to section #ahd or #ahd;,a ( ! ,h\s+ & ,community ,developm5t ,act ( #aiib 7#ab ,u4,s4,c4 #agaez-#ac;a1 #agaez-#ac;b74 7c7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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 ! ,secret>y ( ,agriculture 79 ?is section ref]r$ to z ! ,secret>y71 out ( any money 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #gj1jjj1jjj = direct loans made "u section #ejb ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgb72 7#b7 #ie1jjj1jjj = provid+ s+le family h\s+ repair grants "u section #ejd ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adgd71 subject to ! t]ms & conditions 9 subsection 7b7 ( ?is section2 7#c7 #be1jjj1jjj = grants "u section #ebc ( ! ,h\s+ ,act ( #aidi 7#db ,u4,s4,c4 #adij;c72 & 7#d7 #aj1jjj1jjj = adm9i/rative exp5ses ( ! ,secret>y t 9 :ole or 9 "p support activities fund$ by ?is section & relat$ activities4 ,am\nts appropriat$ by ?is section %all rema9 available until exp5d$4 7b7 ,t]ms & conditions 7#a7 ,eligibility ,eligibility = grants f am\nts made available by subsection 7a77#b7 %all n be subject to ! limitations 9 section #ceej4ajc7;b7 ( title #g1 ,code ( ,f$]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 #djbje4 ,self-help home[n]%ip opportunity program ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 to ! ,secret>y ( ,h\s+ & ,urban ,developm5t-- 7#a7 #di1ejj1jjj = grants "u section #aa ( ! ,h\s+ ,opportunity ,program ,ext5sion ,act ( #aiif 7#db ,u4,s4,c4 #abhje note72 & 7#b7 #ejj1jjj = co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section1 includ+ in=mation te*nology1 f9ancial report+1 rese>* & evaluations1 fair l5d+ compliance1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title1 & o!r co/s4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 ,d ,,hud & ,community ,capacity ,build+ #djcja4 ,program adm9i/ration1 tra9+1 te*nical assi/ance1 capacity build+1 & ,,usi* 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$1-- 7#a7 #a1ihe1jjj1jjj to ! ,secret>y ( ,h\s+ & ,urban ,developm5t =-- 7,a7 ! co/s to ! ,secret>y ( adm9i/]+ & ov]see+ ! implem5tation ( ?is title & ! ,dep>tm5t's programs g5]ally1 includ+ in=mation te*nology1 inspections ( h\s+ units1 rese>* & evaluation1 f9ancial report+1 & o!r co/s2 & 7,b7 new aw>ds or increas+ prior aw>ds to provide tra9+1 te*nical assi/ance1 & capacity build+ relat$ 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 #e1jjj1jjj to ! ,unit$ ,/ates ,int]ag5cy ,c\ncil on ,homelessness = necess>y exp5ses 9 c>ry+ out ! functions ( ! ,c\ncil pursuant to title ,,ii ( ! ,mc,kinney-,v5to ,homeless ,assi/ance ,act 7#db ,u4,s4,c4 #aacaa et seq472 & 7#c7 #aj1jjj1jjj to ! ,secret>y ( ,h\s+ & ,urban ,developm5t = necess>y sal>ies & exp5ses ( ! ,(fice ( ! ,inspector ,g5]al ( ! ,dep>tm5t ( ,h\s+ & ,urban ,developm5t 9 c>ry+ out ! ,inspector ,g5]al ,act ( #aigh4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ 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$]al entities1 includ+ nonpr(it organizations t c provide te*nical assi/ance activities to community developm5t corporations1 community h\s+ developm5t organizations1 community l& tru/s1 nonpr(it organizations 9 insul> areas1 & o!r mission-driv5 & nonpr(it organizations t t>get s]vices to l[-income & socially disadvantag$ 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 seek+ to und]take af=dable h\s+ developm5t1 acquisition1 pres]vation1 or rehabilitation activities2 7,b7 provide grants or pr$evelopm5t assi/ance to community developm5t corporations1 community h\s+ developm5t organizations1 & o!r mission-driv5 & nonpr(it organizations seek+ to und]take af=dable h\s+ developm5t1 acquisition1 pres]vation1 or rehabilitation activities2 & 7,c7 c>ry out su* o!r activities z may be det]m9$ 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 fair h\s+ compliance1 & o!r cross-program co/s 9 support ( programs adm9i/]$ by ! ,secret>y 9 ?is title & o!r co/s2 ! ,secret>y may transf] & m]ge am\nts set aside "u ?is subsection to section #djcja4 ,am\nts appropriat$ by ?is section %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,implem5tation ,! ,secret>y %all h au?ority to issue su* regulations or o!r notices1 guidance1 =ms1 in/ructions1 & publications z may be necess>y or appropriate to c>ry out ! programs1 projects1 or activities au?oriz$ "u ?is section1 includ+ to ensure t su* programs1 projects1 or activities are complet$ 9 a timely & effective mann]4 ,e ,economic ,developm5t #djdja4 ,m9ority ,bus9ess ,developm5t ,ag5cy 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,m9ority ,bus9ess ,developm5t ,ag5cy = fiscal ye> #bjbb1 out ( am\nts 9 ! ,treasury n o!rwise appropriat$-- 7#a7 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out subsection 7b77#a72 7#b7 #a1bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = c>ry+ out subp>agraphs 7,a71 7,b71 7,c71 7,d71 7,e71 7,f71 & 7,h7 ( subsection 7b77#b72 7#c7 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out subp>agraph 7,g7 ( subsection 7b77#b72 7#d7 #a1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out subsection 7b77#c72 & 7#e7 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = adm9i/rative co/s associat$ ) c>ry+ out subsection 7b77#c74 7b7 ,m9ority bus9ess developm5t ag5cy 7#a7 ,rural bus9ess c5t]s ,! ,director ( ! ,m9ority ,bus9ess ,developm5t ,ag5cy may ent] into agreem5ts ) "o or m rural ,bus9ess ,c5t]s ( ! ,ag5cy t are op]at$ by a m9ority-s]v+ in/itution ( high] education or by a consortium ( in/itutions ( high] education t is l$ by a m9ority-s]v+ in/itution ( high] education4 ,"u su* an agreem5t1 a rural ,bus9ess ,c5t] %all provide assi/ance prim>ily to eligible bus9ess ent]prises locat$ )9 a rural area1 z def9$ by ! ,director4 7#b7 ,o!r activities ,! ,director ( ! ,m9ority ,bus9ess ,developm5t ,ag5cy %all-- 7,a7 pay sal>ies & relat$ co/s = employees2 7,b7 pay = adm9i/rative & o!r co/s to support initiatives t assi/ ! =mation1 gr[?1 & expansion ( eligible bus9ess ent]prises2 7,c7 e/abli% & provide assi/ance to ,bus9ess ,c5t]s & specialty ,bus9ess ,c5t]s1 prioritiz+ = su* e/abli%m5t 9 ,/ates or regions t lack a ,bus9ess ,c5t] & h a significant population ( memb]s ( an und]repres5t$ community2 7,d7 e/abli% n few] ?an #e regional (fices1 9 locations det]m9$ by ! ,director2 7,e7 conduct an annual =um betwe5 ! ,f$]al ,gov]nm5t & bus9esses to review exi/+ programs & curr5t *all5ges relat+ to capital =mation by eligible bus9ess ent]prises2 7,f7 e/abli% a program to assi/ small1 und]s]v$ manufactur]s 9 access+ private capital by accel]at+ te*nology adoption & provid+ tra9+ & support 9 supply *a9 integration2 7,g7 provide grants to m9ority-s]v+ in/itutions ( high] education to develop & implem5t entrepr5eur%ip curricula2 & 7,h7 collect data & develop rese>* & policies reg>d+ ! ne$s & developm5t ( eligible bus9ess ent]prises4 7#c7 ,grants 7,a7 ,9 g5]al ,! ,director ( ! ,m9ority ,bus9ess ,developm5t ,ag5cy may provide grants to-- 7i7 a eligible bus9ess ent]prise2 & 7ii7 an eligible nonpr(it organization t w make subgrants to eligible bus9ess ent]prises locat$ 9 areas ) significant populations ( memb]s ( und]repres5t$ communities4 7,b7 ,application ,9 mak+ grants & subgrants to eligible bus9ess ent]prises & eligible nonpr(it organizations "u ?is section1 ! ,director %all e/abli% an application process & selection crit]ia1 :i* %all include-- 7i7 assurances t ! eligible bus9ess ent]prise & eligible nonpr(it organization w use su* grants & subgrants to address gaps 9 access to capital1 assi/ ) />tup co/s1 or support bus9ess expansion2 7ii7 crit]ia = det]m9+ ! size ( grant or subgrant aw>d = ! eligible bus9ess ent]prise & eligible nonpr(it organization2 & 7iii7 o!r crit]ia z det]m9$ by ! ,director4 7,c7 ,eligible nonpr(it organizations ,an eligible nonpr(it organization t receives a grant "u ?is section %all1 :5 mak+ a subgrant to an eligible bus9ess ent]prise describ$ "u subp>agraph 7,a77ii71 also use su* grant to provide support to ! eligible bus9ess ent]prise 9 "o or m ( ! foll[+ ways3 7i7 ,provid+ res\rces1 :i* may include physical workspace & facilities1 to />tups & e/abli%$ eligible bus9ess ent]prises4 7ii7 ,provid+ supports to accel]ate ! gr[? & success ( eligible bus9ess ent]prises ?r\gh a v>iety ( s]vices1 includ+-- 7,i7 access to capital1 bus9ess education1 & c\nsel+2 7,,ii7 network+ opportunities2 7,,iii7 m5tor%ip opportunities2 7,,iv7 advis+ on m>ket analysis1 company /rategy1 rev5ue1 gr[?1 comm]cialization1 & secur+ fund+2 & 7,v7 o!r s]vices int5d$ to aid 9 develop+ eligible bus9ess ent]prises4 7,d7 ,bus9ess id5tifi]s ,9 accept+ applications = grants to eligible bus9ess ent]prises or subgrants to eligible bus9ess ent]prises "u ?is subsection1 ! ,director %all all[ ea* grantee or subgrantee to use exi/+ bus9ess id5tifi]s ( ! subgrantee in/ead ( o!r =ms ( regi/ration or id5tification4 7,e7 ,eligible nonpr(it organization ,9 ?is p>agraph1 ! t]m eligible nonpr(it organization means an organization t is describ$ 9 p>agraph 7#c7 or 7#f7 ( section #eja7;c7 ( ! ,int]nal ,rev5ue ,code ( #aihf & t is exempt f taxation "u section #eja7;a7 ( su* ,code = :i* a prim>y activity ( ! organization is to provide s]vices or f9ancial support to eligible bus9ess ent]prises locat$ 9 areas ) significant populations ( memb]s ( und]repres5t$ communities4 7#d7 ,return+ funds ,if an entity t receives a grant or assi/ance "u ?is subsection fails to use all ! funds or p]man5tly ceases op]ations on or be=e ,septemb] #cj1 #bjca1 ! entity %all return ! funds to ! ,m9ority ,bus9ess ,developm5t ,ag5cy4 ,! ,m9ority ,bus9ess ,developm5t ,ag5cy %all return all su* funds to ! ,treasury if n exp5d$ by ,septemb] #cj1 #bjca4 7#e7 ,p5alties = failure to abide by t]ms or conditions ( aw>d ,at ! discretion ( ! ,director & 9 addition to any o!r civil or crim9al consequ5ces1 ! ,director %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 7c7 ,def9itions ,9 ?is section3 7#a7 ,bus9ess c5t] ,! t]m ,bus9ess ,c5t] means any bus9ess c5t] t-- 7,a7 is e/abli%$ by ! ,m9ority ,bus9ess ,developm5t ,ag5cy2 & 7,b7 provides te*nical bus9ess assi/ance to m9ority bus9ess ent]prises4 7#b7 ,eligible bus9ess ent]prise ,! t]m eligible bus9ess ent]prise means a bus9ess own$ or controll$ by "o or m memb]s ( an und]repres5t$ community4 7#c7 ,memb] ( an und]repres5t$ community ,! t]m memb] ( an und]repres5t$ community means an individual :o is-- 7,a7 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;b7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #feg;a72 7,b7 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 ( #aiid 7#be ,u4,s4,c4 #eaca72 7,c7 an individual ) a disability1 z def9$ 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij 7#db ,u4,s4,c4 #abajb72 7,d7 a vet]an1 z def9$ 9 section #aja ( title #ch1 ,unit$ ,/ates ,code2 7,e7 an individual :o complet$ a t]m ( imprisonm5t2 7,f7 an ,afghan refugee1 includ+ an individual :o has receiv$ a ,special ,immigrant ,visa1 a ,p-#b classification1 or special p>ole /atus2 or 7,g7 an individual o!rwise id5tifi$ by ! ,director4 7#d7 ,m9ority-s]v+ in/itution ( high] education ,! t]m m9ority-s]v+ in/itution ( high] education means-- 7,a7 an in/itution describ$ 9 section #cga7;a7 ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajfgq7a772 or 7,b7 a junior or community college1 z def9$ 9 section #cab ( ! ,high] ,education ,act ( #aife 7#bj ,u4,s4,c4 #ajeh74 7#e7 ,specialty bus9ess c5t] ,! t]m specialty ,bus9ess ,c5t] means a ,bus9ess ,c5t] t provides specialty s]vices focus+ on specific bus9ess ne$s1 includ+ assi/ance relat+ to-- 7,a7 capital access2 7,b7 ,f$]al procurem5t2 7,c7 entrepr5eur%ip2 7,d7 te*nology transf]2 or 7,e7 any o!r area det]m9$ necess>y or appropriate bas$ on ! priorities ( ! ,director ( ! ,m9ority ,bus9ess ,developm5t ,ag5cy4 #djdjb4 ,manufactur+ facility 7a7 ,9 g5]al ,! ,/ate ,small ,bus9ess ,cr$it ,initiative ,act ( #bjaj 7#ab ,u4,s4,c4 #egja et seq47 is am5d$-- 7#a7 9 section #cjjc-- 7,a7 9 subsection 7b71 by add+ at ! end ! foll[+3 7#c7 #bjbb allocation 7,a7 ,9 g5]al ,n lat] ?an #cj days aft] ! date ( enactm5t ( ?is p>agraph1 ! ,secret>y %all allocate ,f$]al funds to p>ticipat+ ,/ates s t ea* ,/ate is eligible to receive an am\nt equal to :at ! ,/ate w\ld receive "u ! #bjbb allocation1 z det]m9$ "u subp>agraph 7,b74 7,b7 #bjbb allocation =mula 7i7 ,9 g5]al ,) respect to ,/ates1 ! ,secret>y %all det]m9e ! #bjbb allocation by allocat+ ,f$]al funds among ! ,/ates bas$ on ! manufactur+ job losses p] ,/ate ov] ! #cj-ye> p]iod end+ on ! date ( enactm5t ( ?is p>agraph4 7ii7 ,manufactur+ job loss data ,if ! ,secret>y det]m9es t manufactur+ job loss data ) respect to a ,/ate is unavailable f ! ,bureau ( ,labor ,/ati/ics ( ! ,dep>tm5t ( ,labor1 ! ,secret>y %all consid] su* o!r economic & employm5t data t is o!rwise available = purposes ( det]m9+ ! employm5t data ( su* ,/ate4 2 & 7,b7 by add+ at ! end ! foll[+3 7g7 ,rules = ! #bjbb allocation ,) respect to ! #bjbb allocation3 7#a7 ,transf] ( allocation ,! ,secret>y %all transf] ! full am\nt ( ea* allocation to a ,/ate 9 a s+le transf] & %all complete su* transf] be=e ,septemb] #cj1 #bjbb4 7#b7 ,use ( transf]r$ funds ,/ates may use allocations ( am\nts appropriat$ = fiscal ye> #bjbb to c>ry out ! ,program only-- 7,a7 = mak+ ,f$]al contributions to1 or = ! acc\nt (1 an approv$ ,/ate program1 = ! purposes (1 z det]m9$ by ! ,secret>y ( ! ,treasury-- 7i7 ma9ta9+ ! economic competitiv5ess ( ! ,unit$ ,/ates2 7ii7 ma9ta9+ a /rong manufactur+ base 9 ! ,unit$ ,/ates1 includ+ promot+ advanc$ manufactur+ te*nology & innovative te*nology2 7iii7 increas+ ! supply & innovation ( factory-built h\s+ = af=dability1 accessibility1 effici5cy1 & resili5ce2 or 7iv7 help+ ! ,unit$ ,/ates transition to clean en]gy or clean manufactur+ processes to combat climate *ange or to inve/ 9 innovation = climate *ange adapt$ production processes2 7,b7 z collat]al = a qualify+ loan or swap fund+ facility1 = ! purposes describ$ "u subp>agraph 7,a72 & 7,c7 = pay+ adm9i/rative co/s incurr$ by ! ,/ate 9 implem5t+ an approv$ ,/ate program 9 an am\nt n to exce$ #e p]c5t ( su* ,/ate's allocation4 7#c7 ,special p]mission = c]ta9 municipalities ,section #cjjd7;d7 %all apply to ! #bjbb allocation to ! same ext5t z su* provision applies to an allocation made "u subsection 7d71 except t-- 7,a7 p>agraph 7#a7 ( section #cjjd7;d7 %all be appli$ by sub/itut+ #f mon?s = #i mon?s2 & 7,b7 p>agraph 7#b7 ( section #cjjd7;d7 %all be appli$ by sub/itut+ #i mon?s = #ab mon?s4 2 & 7#b7 9 section #cjji7;c71 by /rik+ #g-ye> p]iod & ins]t+ #aj-ye> p]iod4 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$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ! am5dm5ts made by subsection 7a74 7c7 ,rule ( application ,! am5dm5ts made by ?is section %all apply ) respect to funds appropriat$ on ! date ( enactm5t ( ?is section4 ,v ,committee on ,homel& ,security #ejjja4 ,cyb]security & ,infra/ructure ,security ,ag5cy ,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 rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #ej1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = support ( ! ,multi-,/ate ,in=mation ,%>+ & ,analysis ,c5t]2 7#b7 #be1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = op]at+ a cyb] range2 7#c7 #be1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = ! execution ( a national multi-factor au!ntication campaign2 7#d7 #djj1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = ! implem5tation ( ,executive ,ord] #adjbh 7#hf ,f$4 ,reg4 #bffcc2 relat+ to improv+ ! cyb]security ( ! ,unit$ ,/ates71 includ+ ! implem5tation ( multi-factor au!ntication1 endpo9t detection & response1 improv$ logg+1 & secur+ cl\d sy/ems2 7#e7 #ej1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = expansion & op]ation ( ! ,crossfe$ program2 7#f7 #ge1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = expansion & op]ation ( ! ,cyber,sentry program2 7#g7 #aj1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = p]=m+ activities 9 support ( ! developm5t ( ! cont9uity ( ! economy plan requir$ "u section #ifjc7;a7 ( title ,,xcvi ( ! ,william ,m4 7,mac7 ,?ornb]ry ,national ,def5se ,au?orization ,act = ,fiscal ,ye> #bjba 7,public ,law #aaf-bhc2 #f ,u4,s4,c4 #cbb72 7#h7 #bj1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = exp&+ programs work+ ) int]national p>tn]s on ! protection ( critical infra/ructure2 7#i7 #ej1jjj1jjj to ! ,cyb]security & ,infra/ructure ,ag5cy = rese>*+ & develop+ means to secure op]ational te*nology1 includ+ indu/rial control sy/ems1 aga9/ cyb]security vuln]abilities2 7#aj7 #ajj1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = cyb]security work=ce developm5t & education1 includ+ provid+ education1 tra9+1 & capacity developm5t1 includ+ 9 collaboration ) hi/orically ,black colleges & univ]sities1 o!r m9ority-s]v+ in/itutions1 & community colleges1 & to ! ,cyb]security ,education & ,tra9+ ,program1 to be us$ = purposes t include-- 7,a7 cyb]security tra9+ & upskill+ vet]ans2 7,b7 implem5t+ cyb]security appr5tice%ips at ! ,ag5cy2 & 7,c7 cyb]security programs = und]s]v$ communities1 z a focus = activities au?oriz$ "u section #bbag ( ! ,homel& ,security ,act ( #bjjb 7#f ,u4,s4,c4 #ffe;f72 & 7#aa7 #fj1jjj1jjj to ! ,cyb]security & ,infra/ructure ,security ,ag5cy = enhanc+ ! cl\d ar*itecture1 migration advisory s]vices1 & cl\d ?reat hunt+ capabilities ( ! ,ag5cy4 ,,vi ,committee on ! ,judici>y ,a ,immigration ,provisions #fjjja4 ,lawful p]man5t resid5ce = c]ta9 entrants 7a7 ,9 g5]al ,*apt] #e ( title ,,ii ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #abee et seq47 is am5d$ by ins]t+ aft] section #bde;,a ! foll[+3 #bde;,b4 ,adju/m5t ( /atus ( c]ta9 entrants 7a7 ,9 g5]al ,not)/&+ sections #bja1 #bjb1 #bjc1 & #bde7;c71 & subject to subsection 7c71 ! ,secret>y ( ,homel& ,security %all adju/ to ! /atus ( an ali5 lawfully admitt$ = p]man5t resid5ce1 an ali5 describ$ 9 subsection 7b71 if su* ali5-- 7#a7 submits an application = adju/m5t ( /atus 9 accordance ) proc$ures e/abli%$ by ! ,secret>y2 7#b7 9 addition to any adm9i/rative process+ fee1 pays a supplem5tal fee ( #a1ejj2 & 7#c7 completes1 to ! satisfaction ( ! ,secret>y-- 7,a7 security & law en=cem5t backgr\nd *ecks2 & 7,b7 a m$ical exam9ation consi/5t ) section #bba7;d74 7b7 ,ali5s describ$ ,an ali5 describ$ 9 ?is subsection is an ali5 :o-- 7#a7 7,a7 has be5 cont9u\sly physically pres5t 9 ! ,unit$ ,/ates s9ce ,janu>y #a1 #bjba2 7,b7 0 #ah ye>s ( age or y\ng] on ! date on :i* ! ali5 ent]$ ! ,unit$ ,/ates & has cont9u\sly resid$ 9 ! ,unit$ ,/ates s9ce su* entry2 & 7,c7 demon/rates-- 7i7 a record ( honorable s]vice 9 ! ,uni=m$ ,s]vices ( ! ,unit$ ,/ates2 7ii7 atta9m5t (1 or completion ( n less ?an #b ye>s1 9 good /&+1 ( a program lead+ to-- 7,i7 a degree f a ,unit$ ,/ates in/itution ( high] education2 or 7,,ii7 a po/second>y cr$5tial f an area c>e] & te*nical education s*ool 9 ! ,unit$ ,/ates2 7iii7 dur+ ! #c-ye> p]iod imm$iately prec$+ ! date on :i* ! ali5 submits an application = adju/m5t ( /atus "u ?is section1 a consi/5t record ( e>n$ income 9 ! ,unit$ ,/ates2 or 7iv7 7,i7 enrollm5t 9 a program describ$ 9 clause 7ii72 & 7,,ii7 curr5t employm5t or p>ticipation 9 an int]n%ip1 appr5tice%ip1 or simil> tra9+ program2 7#b7 7,a7 has be5 cont9u\sly physically pres5t 9 ! ,unit$ ,/ates s9ce ,janu>y #a1 #bjba2 & 7,b7 has demon/rat$ a consi/5t record ( e>n$ income 9 ! ,unit$ ,/ates 9 an occupation describ$ 9 ! guidance ( ! ,dep>tm5t ( ,homel& ,security entitl$ ,advisory ,memor&um on ,ensur+ ,ess5tial ,critical ,infra/ructure ,work]s' ,ability to ,"w ,dur+ ! ,,covid-#ai ,response1 issu$ on ,augu/ #aj1 #bjba1 dur+ ! p]iod beg9n+ on ,janu>y #ca1 #bjbj1 & end+ on ,augu/ #bd1 #bjba2 7#c7 7,a7 has be5 cont9u\sly physically pres5t 9 ! ,unit$ ,/ates = n less ?an #c ye>s2 & 7,b7 7i7 is a national ( a =eign /ate 7or a "p ( a =eign /ate7 7or 9 ! case ( an ali5 hav+ no nationality1 is a p]son :o la/ habitually resid$ 9 su* /ate7 ) a designation "u subsection 7b7 ( section #bdd on ,janu>y #a1 #bjag2 7ii7 not)/&+ p>agraphs 7#a77;,a77iv7 & 7#c77;,c7 ( subsection 7c7 ( section #bdd1 _h or 0 o!rwise eligible = tempor>y protect$ /atus "u section #bdd on t date2 & 7iii7 has n engag$ 9 conduct s9ce t date t w\ld r5d] ! ali5 ineligible = tempor>y protect$ /atus "u section #bdd7;c77#b72 or 7#d7 7,a7 has be5 cont9u\sly physically pres5t 9 ! ,unit$ ,/ates = n less ?an #c ye>s2 & 7,b7 7i7 0 eligible = def]r$ en=c$ dep>ture z ( ,janu>y #bj1 #bjba2 & 7ii7 has n engag$ 9 conduct s9ce t date t w\ld r5d] ! ali5 ineligible = def]r$ en=c$ dep>ture4 7c7 ,gr\nds ( ineligibility 7#a7 ,9 g5]al ,subject to p>agraphs 7#b7 & 7#c71 an ali5 seek+ adju/m5t ( /atus "u ?is section %all demon/rate t ! ali5-- 7,a7 is n inadmissible "u p>agraph 7#b71 7#c71 7#f77;,e71 7#f77;,g71 7#h71 7#aj77;,a71 7#aj77;,c71 or 7#aj77;,d7 ( section #bab7;a72 7,b7 has n ord]$1 incit$1 assi/$1 or o!rwise p>ticipat$ 9 ! p]secution ( any p]son on acc\nt ( race1 religion1 nationality1 memb]%ip 9 a p>ticul> social gr\p1 or political op9ion2 7,c7 has n be5 convict$ (-- 7i7 any (f5se "u ,f$]al or ,/ate law1 o!r ?an a ,/ate (f5se = :i* an ess5tial elem5t is ! ali5's immigration /atus1 t is puni%able by a maximum t]m ( imprisonm5t ( m ?an #a ye>2 or 7ii7 #c or m (f5ses "u ,f$]al or ,/ate law1 o!r ?an ,/ate (f5ses = :i* an ess5tial elem5t is ! ali5's immigration /atus1 = :i* ! ali5 0 convict$ on diff]5t dates = ea* ( ! #c (f5ses & imprison$ = an aggregate ( #ij days or m2 & 7,d7 has regi/]$ "u ! ,milit>y ,selective ,s]vice ,act 7#ej ,u4,s4,c4 #chja et seq471 if ! ali5 is subject to regi/ration "u t ,act4 7#b7 ,waiv] ,) respect to any b5efit "u ?is section1 ! ,secret>y ( ,homel& ,security may waive ! gr\nds ( inadmissibility "u p>agraph 7#b71 7#f77;,e71 7#f77;,g71 or 7#aj77;,d7 ( section #bab7;a7-- 7,a7 = humanit>ian purposes or family unity2 or 7,b7 if a waiv] is o!rwise 9 ! public int]e/4 7#c7 ,treatm5t ( expung$ convictions ,= purposes ( p>agraph 7#a71 ! ,secret>y-- 7,a7 may n automatically treat an expung$ conviction z a conviction2 & 7,b7 %all evaluate expung$ convictions on a case-by-case basis accord+ to ! nature & sev]ity ( ! und]ly+ (f5se to det]m9e :e!r1 "u ! circum/ances1 ! ali5 %\ld be eligible = adju/m5t ( /atus4 7d7 ,limitation on removal 7#a7 ,9 g5]al ,) respect to an ali5 :o is 9 removal proce$+s or subject to a f9al ord] ( removal or an ord] ( volunt>y dep>ture1 ! ,secret>y ( ,homel& ,security %all provide ! ali5 ) a reasonable opportunity to apply = relief "u ?is section if ! ali5-- 7,a7 reque/s an opportunity to s apply2 or 7,b7 appe>s to be prima facie eligible = su* relief4 7#b7 ,/ay ( removal = c]ta9 *ildr5 ,! ,secret>y ( ,homel& ,security %all /ay ! removal ( an ali5 :o-- 7,a7 meets ! requirem5ts ( subp>agraphs 7,a7 & 7,b7 ( subsection 7b77#a72 7,b7 subject to p>agraphs 7#b7 & 7#c7 ( subsection 7c71 is n subject to a gr\nd ( ineligibility "u p>agraph 7#a7 ( su* subsection2 & 7,c7 is enroll$ 9-- 7i7 an e>ly *ildhood education program2 7ii7 an elem5t>y s*ool2 7iii7 a second>y s*ool2 or 7iv7 an education program assi/+ /ud5ts 9 obta9+ a high s*ool diploma or its equival5t4 7e7 ,effective date ,! section %all take effect on ! e>li] (-- 7#a7 ! date t is #ahj days aft] ! date ( ! enactm5t ( ?is section2 or 7#b7 ,may #a1 #bjbb4 4 7b7 ,con=m+ am5dm5t ,! table ( cont5ts = ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaja et seq47 is am5d$ by ins]t+ aft] ! item relat+ to #bde;,a ! foll[+3 ,sec4 #bde;,b4 ,adju/m5t ( /atus ( c]ta9 entrants4 4 #fjjjb4 ,recapture ( unus$ immigrant visa numb]s 7a7 ,recapture ( unus$ immigrant visa numb]s 7#a7 ,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 7#b7 ,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)/&+ section 7a77#c71 ! ,secret>y ( ,homel& ,security may accept = fil+1 an application = adju/m5t ( /atus f an ali5 7& ! sp\se & *ildr5 ( su* ali57 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 ( ,/ate %all exempt an ali5 7& ! sp\se & *ildr5 ( su* ali57 f ! num]ical limitations describ$ 9 sections #bja1 #bjb1 & #bjc & ! ,secret>y ( ,homel& ,security may adju/ ! /atus ( su* ali5 7& ! sp\se & *ildr5 ( su* ali57 to lawful p]man5t resid5t 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 a waiv] ( ! 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 a waiv] ( ! 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 a waiv] ( ! 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/$ a waiv] ( ! 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 ,! supplem5tal fees describ$ 9 subsection 7b7 ( ?is section1 & 9 sections #bde;,b7a77#b7 & #bde7n7 ( ! ,immigration & ,nationality ,act1 z add$ by ?is subtitle1 %all be deposit$ 9 ! g5]al fund ( ! ,treasury ( ! ,unit$ ,/ates4 7b7 ,supplem5tal petition fee ,section #bjd7;a77#a7 ( ! ,immigration & ,nationality ,act 7#h ,u4,s4,c4 #aaed7;a77#a77 is am5d$-- 7#a7 9 subp>agraph 7,a77i71 by add+ at ! end ! foll[+3 ,a petition = classification by reason ( a relation%ip describ$ 9 p>agraph 7#a71 7#c71 or 7#d7 ( section #bjc7;a7 %all be accompani$ by a supplem5tal fee 9 ! am\nt ( #ajj42 7#b7 9 subp>agraph 7,b77i77,i71 by add+ at ! end ! foll[+3 ,su* petition %all be accompani$ by a supplem5tal fee 9 ! am\nt ( #ajj42 7#c7 9 subp>agraph 7,e71 by add+ at ! end ! foll[+3 ,su* petition %all be accompani$ by a supplem5tal fee 9 ! am\nt ( #hjj42 7#d7 9 subp>agraph 7,f71 by add+ at ! end ! foll[+3 ,su* petition %all be accompani$ by a supplem5tal fee 9 ! am\nt ( #hjj42 & 7#e7 9 subp>agraph 7,h71 by add+ at ! end ! foll[+3 ,su* petition %all be accompani$ by a supplem5tal fee 9 ! am\nt ( #ae1jjj44 #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$1 = ! purpose ( increas+ ! capacity ( ,u4,s4 ,citiz5%ip & ,immigration ,s]vices to effici5tly adjudicate applications describ$ 9 sections #bde;,b & #bde7n7 ( ! ,immigration & ,nationality ,act1 z add$ by sections #fjjja & #fjjjc ( ?is ,act1 respectively1 & 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 ,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 7c7 ,exp5diture requirem5t ,all exp5ditures made pursuant to subsection 7a7 %all be made on or be=e ,septemb] #cj1 #bjca4 ,,vii ,committee on ,natural ,res\rces ,a ,bureau ( ,indian ,affairs & ,indian ,heal? ,s]vice #gjaja4 ,tribal consultation ,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$1 #cj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! purposes ( conduct+ consultation ) ,tribal ,gov]nm5ts4 #gjajb4 ,bureau ( ,indian ,affairs 7a7 ,,bia road ma9t5ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,novemb] #b1 #aiba 7#be ,u4,s4,c4 #ac2 commonly kn[n z ! ,snyd] ,act7 = ,bureau ( ,indian ,affairs road ma9t5ance & to address ! def]r$ ma9t5ance backlog1 ( :i* no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is subsection4 7b7 ,,bia public safety ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,novemb] #b1 #aiba 7#be ,u4,s4,c4 #ac2 commonly kn[n z ! ,snyd] ,act7 = ,bureau ( ,indian ,affairs ,public ,safety & ,ju/ice1 ( :i* no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is subsection4 7c7 ,,bia climate resili5ce ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,novemb] #b1 #aiba 7#be ,u4,s4,c4 #ac2 commonly kn[n z ! ,snyd] ,act7 = ,tribal climate resili5ce & adaptation programs1 ( :i* no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is subsection4 7d7 ,tribal h\s+ ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,novemb] #b1 #aiba 7#be ,u4,s4,c4 #ac2 commonly kn[n z ! ,snyd] ,act7 to improve ,tribal h\s+1 ( :i* no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is subsection4 7e7 ,tribal en]gy ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ce1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,novemb] #b1 #aiba 7#be ,u4,s4,c4 #ac2 commonly kn[n z ! ,snyd] ,act7 = ,tribal en]gy programs1 ( :i* no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is subsection4 7f7 ,small & ne$y program ,funds made available "u ?is section %all be exclud$ f ! calculation ( funds receiv$ by ^? ,tribal ,gov]nm5ts t p>ticipate 9 ! ,small & ,ne$y program4 7g7 ,"o-,"t basis funds ,funds made available "u ?is section to ,tribes & ,tribal organizations "u ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecja7 %all be available on a "o-"t basis4 ,su* nonrecurr+ funds %all n be "p ( ! am\nt requir$ by section #ajf ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecbe71 & su* funds %all only be us$ = ! purposes id5tifi$ 9 ?is section4 #gjajc4 ,indian ,heal? ,s]vice 7a7 ,,ihs in=mation te*nology ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #adj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,augu/ #e1 #aied 7#fh ,/at4 #fgd71 ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act1 ! ,indian ,heal? ,c>e ,improvem5t ,act1 & titles ,,ii & ,,iii ( ! ,public ,heal? ,s]vice ,act1 ) respect to ! ,indian ,heal? ,s]vice1 = ,indian ,heal? ,s]vice electronic records 7#be ,u4,s4,c4 #affj;h71 teleheal?1 sy/em mod]nization1 & in=mation te*nology infra/ructure4 7b7 ,urban ,indian heal? ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #db1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,augu/ #e1 #aied 7#fh ,/at4 #fgd71 ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act1 ! ,indian ,heal? ,c>e ,improvem5t ,act1 & titles ,,ii & ,,iii ( ! ,public ,heal? ,s]vice ,act1 ) respect to ! ,indian ,heal? ,s]vice1 = ! ,urban ,indian ,heal? program = r5ovations1 con/ruction1 expansion ( facilities1 includ+ leas$ facilities1 :i* %all be 9 addition to o!r am\nts made available = ,urban ,indian organizations 7z def9$ 9 section #d ( ! ,indian ,heal? ,c>e ,improvem5t ,act #be ,u4,s4,c4 #afjc77 "u ?is subsection4 7c7 ,,ihs facilities ma9t5ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #faj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,augu/ #e1 #aied 7#fh ,/at4 #fgd71 ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act1 ! ,indian ,heal? ,c>e ,improvem5t ,act1 & titles ,,ii & ,,iii ( ! ,public ,heal? ,s]vice ,act1 ) respect to ! ,indian ,heal? ,s]vice1 = ma9t5ance & improvem5t ( ,indian ,heal? ,s]vice & ,tribal facilities4 7d7 ,gre5 infra/ructure ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,augu/ #e1 #aied 7#fh ,/at4 #fgd71 ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act1 ! ,indian ,heal? ,c>e ,improvem5t ,act1 & titles ,,ii & ,,iii ( ! ,public ,heal? ,s]vice ,act1 ) respect to ! ,indian ,heal? ,s]vice1 = su/a9ability features = exi/+ facilities4 7e7 ,inpati5t & community heal? facilities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #dj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,augu/ #e1 #aied 7#fh ,/at4 #fgd71 ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act1 ! ,indian ,heal? ,c>e ,improvem5t ,act1 & titles ,,ii & ,,iii ( ! ,public ,heal? ,s]vice ,act1 ) respect to ! ,indian ,heal? ,s]vice1 = ,inpati5t & ,community ,heal? ,facilities ,design1 ,con/ruction1 9 accordance ) #be ,u4,s4,c4 #affe;h4 7f7 ,m$ical equipm5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,augu/ #e1 #aied 7#fh ,/at4 #fgd71 ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act1 ! ,indian ,heal? ,c>e ,improvem5t ,act1 & titles ,,ii & ,,iii ( ! ,public ,heal? ,s]vice ,act1 ) respect to ! ,indian ,heal? ,s]vice1 = ma9ta9+1 upgrad+1 & replac+ m$ical equipm5t = ,,ihs & ,tribal facilities4 7g7 ,small ambulatory con/ruction ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,augu/ #e1 #aied 7#fh ,/at4 #fgd71 ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act1 ! ,indian ,heal? ,c>e ,improvem5t ,act1 & titles ,,ii & ,,iii ( ! ,public ,heal? ,s]vice ,act1 ) respect to ! ,indian ,heal? ,s]vice1 = ! small ambulatory con/ruction program4 7h7 ,p]sonnel qu>t]s con/ruction ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bgh1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! ,act ( ,augu/ #e1 #aied 7#fh ,/at4 #fgd71 ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act1 ! ,indian ,heal? ,c>e ,improvem5t ,act1 & titles ,,ii & ,,iii ( ! ,public ,heal? ,s]vice ,act1 ) respect to ! ,indian ,heal? ,s]vice1 = p]sonnel qu>t]s con/ruction4 7i7 ,,ihs priority heal? c>e facilities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = projects id5tifi$ ?r\gh ! heal? c>e facility priority sy/em e/abli%$ & ma9ta9$ pursuant to section #cja7;c7 ( ! ,indian ,heal? ,c>e ,improvem5t ,act 7#be ,u4,s4,c4 #afca7;c774 7j7 ,facilities support ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,indian ,heal? ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #agj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = environm5tal heal? & facilities support activities ( ! ,indian ,heal? ,s]vice4 7k7 ,nonrecurr+ funds ,funds made available "u ?is section to ,tribes & ,tribal organizations "u ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecja et seq47 %all be available on a "o-"t basis4 ,su* nonrecurr+ funds %all n be "p ( ! am\nt requir$ by section #ajf ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecbe71 & su* funds %all only be us$ = ! purposes id5tifi$ 9 ?is section4 ,b ,subcommittee on ,national ,p>ks1 ,=e/s1 & ,public ,l&s #gjbja4 ,oak flat )drawal 7a7 ,def9itions ,9 ?is section3 7#a7 ,disposal ,! t]m disposal means t ! l&s id5tifi$ are n available "u ! proce$+s outl9$ "u section #bjc ( ! ,f$]al ,l& ,policy & ,managem5t ,act ( #aigf 7#dc ,u4,s4,c4 #agac74 7#b7 ,entry ,! t]m entry has ! mean+ z x is us$ "u section #ajc7;j7 ( ! ,f$]al ,l& ,policy & ,managem5t ,act ( #aigf 7#dc ,u4,s4,c4 #agjb7;j771 9 its application to l&s "u ! jurisdiction ( ! ,secret>y4 7#c7 ,location ,! t]m location has ! mean+ z x is us$ "u section #bcbj ( ! ,revis$ ,/atutes 7#cj ,u4,s4,c4 #bc71 9 its application to l&s "u ! jurisdiction ( ! ,secret>y2 7#d7 ,oak flat )drawal area ! t]m ,oak ,flat means ! approximately #b1dbb acres ( ,=e/ ,sy/em l& 9 ! ,tonto ,national ,=e/ 9 s\!a/]n ,arizona commonly kn[n z ,oak ,flat & g5]ally depict$ z ,oak ,flat ,)drawal ,area on ! map titl$ ,oak ,flat ,)drawal & dat$ ,june #ae1 #bjba4 7#e7 ,pat5t ,! t]m pat5t has ! mean+ z x is us$ "u section #bcbe ( ! ,revis$ ,/atutes 7#cj ,u4,s4,c4 #bi71 9 its application to l&s "u ! jurisdiction ( ! ,secret>y4 7#f7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,agriculture4 7b7 ,repeal ,section #cjjc ( ! ,c>l ,lev9 & ,h[>d ,p4 ,buck ,mc,keon ,national ,def5se ,au?orization ,act = ,fiscal ,ye> #bjae 7#af ,u4,s4,c4 #ecip7 is repeal$4 7c7 ,)drawal ,subject to valid rights 9 exi/5ce on ! date ( ! enactm5t ( ?is section1 ,oak ,flat is )drawn f all =ms ( disposal1 location1 entry1 & pat5t4 #gjbjb4 ,civilian climate corps 7a7 ,national ,p>k ,s]vice ,civilian ,climate ,corps 7#a7 ,def9itions ,) reg>d to ?is subsection3 7,a7 ,cons]vation project ,! t]m cons]vation project means a project = ! cons]vation1 re/oration1 con/ruction1 or rehabilitation ( natural1 cultural1 hi/oric1 ar*aeological1 recreational1 or sc5ic res\rces4 7,b7 ,corps program ,! t]m corps program means a program e/abli%$ by a ,f$]al1 ,/ate1 ,tribal1 or local gov]nm5t1 or nonpr(it organization t p]=ms cons]vation projects on ,public ,l&s4 7,c7 ,public l&s ,! t]m ,public ,l&s means l&s adm9i/]$ by ! ,national ,p>k ,s]vice4 7#b7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,p>k ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1gjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out education & job tra9+ projects & cons]vation projects on ,public ,l&s1 includ+ ?r\gh ! use ( direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts ) corps programs4 7#c7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is subsection1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 7b7 ,bureau ( ,l& ,managem5t ,civilian ,climate ,corps 7#a7 ,def9itions ,) reg>d to ?is subsection3 7,a7 ,cons]vation project ,! t]m cons]vation project means a project = ! cons]vation1 re/oration1 con/ruction1 or rehabilitation ( natural1 cultural1 hi/oric1 ar*aeological1 recreational1 or sc5ic res\rces4 7,b7 ,corps program ,! t]m corps program means a program e/abli%$ by a ,f$]al1 ,/ate1 ,tribal1 or local gov]nm5t1 or nonpr(it organization t p]=ms cons]vation projects on ,public ,l&s4 7,c7 ,public l&s ,! t]m ,public ,l&s means l&s adm9i/]$ by ! ,bureau ( ,l& ,managem5t4 7#b7 ,9 g5]al ,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$1 #ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out education & job tra9+ projects & cons]vation projects on ,public ,l&s1 includ+ ?r\gh ! use ( direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts ) corps programs4 7#c7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is subsection1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 7c7 ,unit$ ,/ates ,fi% & ,wildlife ,s]vice ,civilian ,climate ,corps 7#a7 ,def9itions ,) reg>d to ?is subsection3 7,a7 ,cons]vation project ,! t]m cons]vation project means a project = ! cons]vation1 re/oration1 con/ruction1 or rehabilitation ( natural1 cultural1 hi/oric1 ar*aeological1 recreational1 or sc5ic res\rces4 7,b7 ,corps program ,! t]m corps program means a program e/abli%$ by a ,f$]al1 ,/ate1 ,tribal1 or local gov]nm5t1 or nonpr(it organization t p]=ms cons]vation projects on ,public ,l&s4 7,c7 ,public l&s ,! t]m ,public ,l&s means l&s adm9i/]$ by ! ,unit$ ,/ates ,fi% & ,wildlife ,s]vice4 7#b7 ,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$1 #djj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out education & job tra9+ projects & cons]vation projects on ,public ,l&s1 includ+ ?r\gh ! use ( direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts ) corps programs4 7#c7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is subsection1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 7d7 ,tribal ,civilian ,climate ,corps 7#a7 ,def9itions ,) reg>d to ?is subsection3 7,a7 ,cons]vation project ,! t]m cons]vation project means any project = ! cons]vation1 re/oration1 con/ruction1 or rehabilitation ( natural1 cultural1 hi/oric1 ar*aeological1 recreational1 or sc5ic res\rces4 7,b7 ,corps program ,! t]m corps program means a program e/abli%$ by a ,f$]al1 ,/ate1 ,tribal1 or local gov]nm5t1 or nonpr(it organization t p]=ms appropriate cons]vation projects on ,public ,l&s4 7,c7 ,indian l& ,! t]m ,indian l& means l& ( an ,indian ,tribe or an ,indian individual t is-- 7,i7 held 9 tru/ by ! ,unit$ ,/ates2 or 7ii7 subject to a re/riction aga9/ ali5ation impos$ by ! ,unit$ ,/ates4 7,d7 ,indian tribe ,! t]m ,indian ,tribe has ! mean+ giv5 ! t]m 9 section #aja ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act 7#be ,u4,s4,c4 #eacj74 7,e7 ,native ,hawaiian ,! t]m ,native ,hawaiian means any individual :o is-- 7,i7 a citiz5 ( ! ,unit$ ,/ates2 & 7ii7 a desc5dant ( ! aborig9al p :o1 be=e #aggh1 occupi$ & ex]cis$ sov]eignty 9 ! area t n[ comprises ! ,/ate ( ,hawaii1 z evid5c$ by-- 7,i7 g5ealogical records2 7,,ii7 ,kupuna 7eld]s7 or ,kamaa9a 7long-t]m community resid5ts7 v]ification2 or 7,,iii7 c]tifi$ bir? records4 7,f7 ,native ,hawaiian organization ,! t]m ,native ,hawaiian organization means a private nonpr(it organization t-- 7,i7 s]ves ! int]e/s ( ,native ,hawaiians2 7ii7 has ,native ,hawaiians 9 sub/antive & policymak+ positions )9 ! organization2 & 7iii7 is recogniz$ by ! ,gov]nor ( ,hawaii = ! purposes ( plann+1 conduct+1 or adm9i/]+ programs 7or portions ( programs7 = ! b5efit ( ,native ,hawaiians4 7#b7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out education & job tra9+ projects & cons]vation projects1 includ+ ?r\gh ! use ( direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts ) corps programs1 & includ+ projects on ,indian l&s1 pursuant to an agreem5t betwe5 an ,indian ,tribe or ,native ,hawaiian organization & a corps program = ! b5efit ( an ,indian ,tribe or ,native ,hawaiians4 ,none ( ! funds provid$ by ?is subsection %all be subject to co/-%>e requirem5ts4 7#c7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is subsection1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjbjc4 ,presidio tru/ 7a7 ,presidio tru/ def9$ ,) reg>d to ?is section1 ! t]m ,presidio ,tru/ means ! entity e/abli%$ "u section #ajc7;a7 ( title ,i ( division ,i ( ,public ,law #ajd-ccc & "u ! requirem5ts plac$ ^u t entity by section #ajd7;a7 ( title ,i ( division ,i ( ,public ,law #ajd-ccc4 7b7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,presidio ,tru/ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out projects id5tifi$ by ! ,presidio ,tru/ 9 accordance ) ! purposes id5tifi$ "u ! fir/ section ( ,public ,law #ib-ehi 7#af ,u4,s4,c4 #dfj;bb74 #gjbjd4 ,gr& ,canyon 7a7 ,def9ition ,9 ?is section3 7#a7 ,disposal ,! t]m disposal means t ! l&s id5tifi$ are n available "u ! proce$+s outl9$ "u section #bjc ( ! ,f$]al ,l& ,policy & ,managem5t ,act ( #aigf 7#dc ,u4,s4,c4 #agac74 7#b7 ,entry ,! t]m entry has ! mean+ z x is us$ "u section #ajc ( ! ,f$]al ,l& ,policy & ,managem5t ,act ( #aigf 7#dc ,u4,s4,c4 #agjb7;j771 9 its application to l&s "u ! jurisdiction ( ! ,secret>y4 7#c7 ,gr& canyon protection area ,! t]m ,gr& ,canyon ,protection ,area means ! approximately #a1jed1ibc acres ( l& depict$ z ,f$]al ,m9]al ,e/ate to be ,)drawn on ! map entitl$ ,gr& ,canyon ,protection ,area & dat$ ,augu/ #bc1 #bjba4 7#d7 ,location ,! t]m location has ! mean+ z x is us$ "u section #bcbj ( ! ,revis$ ,/atutes 7#cj ,u4,s4,c4 #bc71 9 its application to l&s "u ! jurisdiction ( ! ,secret>y4 7#e7 ,pat5t ,! t]m pat5t has ! mean+ z x is us$ "u section #bcbe ( ! ,revis$ ,/atutes 7#cj ,u4,s4,c4 #bi71 9 its application to l&s "u ! jurisdiction ( ! ,secret>y4 7#f7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ! ,int]ior4 7b7 ,)drawal ,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$1 #a1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out1 subject to valid rights 9 exi/5ce on ! date ( enactm5t ( ?is section1 ! )drawal ( ! ,gr& ,canyon ,protection ,area f all =ms ( disposal1 location1 entry1 & pat5t4 #gjbje4 ,wildfire 7a7 ,protect+ communities & ecosy/ems f wildfire ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,l& ,managem5t = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to r$uce wildfire risk on l&scapes & communities ?r\gh fire prep>$ness1 fire sci5ce & rese>* 7includ+ improv$ fire%$ mapp+ & managem5t71 em]g5cy rehabilitation1 rural fire assi/ance1 noncomm]cial fuels managem5t activities 9 ! wildl&-urban int]face1 ! r5ovation or con/ruction ( fire facilities1 & = exp5ses necess>y to support firefight] work=ce re=ms4 ,none ( ! funds provid$ by ?is subsection %all be us$ = salvage logg+4 7b7 ,tribal wildfire prev5tion ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,bureau ( ,indian ,affairs = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 ,= c>ry+ out ! ,national ,indian ,=e/ ,res\rces ,managem5t ,act 7#be ,u4,s4,c4 #caja et seq47 = r5ewable & manageable res\rces1 communications1 economic & cultural b5efits1 improv$ fire%$ mapp+ & managem5t1 & to protect ,tribal =e/ l&s f wildfire4 7c7 ,=e/ te*nology improvem5ts ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,wildl& ,fire ,managem5t = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out a rese>*1 developm5t1 & te/+ pilot program to-- 7#a7 assess new te*nologies1 includ+ unmann$ aircraft sy/em1 geospatial1 or remote s5s+ te*nologies1 across all re=e/ation activities2 7#b7 accel]ate ! deploym5t & integration ( su* te*nologies into ! op]ations ( ! ,secret>y ( ! ,int]ior2 & 7#c7 collaborate & coop]ate ) ,/ate1 ,tribal1 & private geospatial in=mation sy/em organizations ) respect to su* te*nologies4 #gjbjf4 ,urban p>ks ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,p>k ,s]vice = fiscal ye> #bjbb1 out ( any am\nts 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out direct1 competitive grants to localities to create or significantly enhance access to p>ks or outdoor recreation facilities 9 urban areas1 9 accordance ) ! au?orities outl9$ "u section #bjjcje7;e77#b77;,a7 or #bjjcje7;e77#c7 ( title #ed1 ,unit$ ,/ates ,code1 & subject to limitations outl9$ "u section #bjjcje7;f77#c7 ( su* title1 ( :i* no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjbjg4 ,e kid outdoors 7a7 ,def9itions ,) respect to ?is section3 7#a7 ,f$]al l& & wat]s ,! t]m ,f$]al l& & wat]s means any ,f$]al l& or body ( wat] "u ! jurisdiction ( ! ,director to :i* ! public has access4 7#b7 ,director ,! t]m ,director means ! ,director ( ! ,national ,p>k ,s]vice4 7#c7 ,/ud5t or /ud5ts ,! t]m /ud5t or /ud5ts means any f\r?1 fif?1 or six? grad] or home-s*ool$ le>n] #aj ye>s ( age resid+ 9 ! ,unit$ ,/ates4 7b7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,p>k ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! c>ry+ out ( ! issuance & adm9i/ration ( passes1 effective dur+ ! p]iod beg9n+ on ,septemb] #a & end+ on ,augu/ #ca ( ! foll[+ ye>1 at ! reque/ ( a /ud5t1 :i* all[s access1 :5 ! /ud5t to :i* ! pass 0 issu$ is pres5t1 to ,f$]al l&s & wat]s = :i* access is subject to an entrance1 /&>d am5ity1 or day use fee1 free ( *>ge = ! /ud5t & ?ree accompany+ adults1 & = c>ry+ out ! purposes outl9$ "u section #ijja7;b77#c77;,d7 ( ,public ,law #aaf-i4 #gjbjh4 ,national ,p>k ,s]vice climate resili5ce ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,p>k ,s]vice = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aae1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! protection1 re/oration1 & resili5cy ( public l&s & res\rces 9 accordance ) ! purposes outl9$ 9 section #ajjaja7;a7 ( title #ed1 ,unit$ ,/ates ,code4 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>+ requirem5ts4 #gjbji4 ,bureau ( ,l& ,managem5t climate resili5ce ,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$1 #aaj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! protection1 re/oration1 & resili5cy ( public l&s & res\rces 9 accordance ) ! purposes outl9$ 9 section #ajb7;a77#h7 ( ! ,f$]al ,l& ,policy & ,managem5t ,act ( #aigf 7#dc ,u4,s4,c4 #agja7;a77#h74 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>+ requirem5ts4 #gjbaj4 ,hi/oric pres]vation 7a7 ,9 g5]al ,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$1 #ge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to c>ry out pres]vation or hi/oric pres]vation z def9$ by section #cjjcae ( title #ed1 ,unit$ ,/ates ,code4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjbaa4 ,?ompson ,divide 7a7 ,?ompson ,divide )drawal 7#a7 ,?ompson divide ,)drawal & ,protection ,area def9$ ,= ! purposes ( ?is subsection1 ! t]m ,?ompson ,divide ,)drawal & ,protection area means ! ,f$]al l& & m9]als g5]ally depict$ z ! ,?ompson ,divide ,)drawal & ,protection ,area on ! map entitl$ ,great] ,?ompson ,divide ,area ,map & dat$ ,june #ac1 #bjai4 7#b7 ,)drawal ,subject to valid rights 9 exi/5ce on ! date ( ! enactm5t ( ?is section1 ! ,?ompson ,divide ,)drawal & ,protection ,area is )drawn f-- 7,a7 entry1 appropriation1 & disposal "u ! public l& laws2 7,b7 location1 entry1 & pat5t "u ! m9+ laws2 & 7,c7 op]ation ( ! m9]al leas+1 m9]al mat]ials1 & geo!rmal leas+ laws4 7b7 ,?ompson ,divide ,lease ,paym5ts 7#a7 ,?ompson divide )drawal & protection area def9$ ,) reg>d to ?is subsection1 ! t]m ,?ompson ,divide ,)drawal & ,protection ,area means ! ,f$]al l& & m9]als g5]ally depict$ z ! ,?ompson ,divide ,)drawal & ,protection ,area on ! map entitl$ ,great] ,?ompson ,divide ,area ,map & dat$ ,june #ac1 #bjai4 7#b7 ,9 g5]al ,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$1 #ejj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to acquire1 f will+ sell]s1 ! rights to oil or gas leases )9 ! ,?ompson ,divide ,)drawal & ,protection ,area1 provid$ su* leases are 9 effect on ! date ( enactm5t ( ?is subsection4 ,all rights acquir$ "u ?is subsection %all be p]man5tly cancell$ & unavailable = reissue4 7#c7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is subsection1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is subsection4 7c7 ,fugitive coal m9e me?ane use pilot program 7#a7 ,pilot program area def9$ ,= ! purposes ( ?is subsection1 ! t]m pilot program area means ! areas id5tifi$ z ,coal ,m9e ,me?ane ,capture ,areas on ! map entitl$ ,great] ,?ompson ,divide ,fugitive ,coal ,m9e ,me?ane ,use ,pilot ,program ,area & dat$ ,june #ag1 #bjai4 7#b7 ,9 g5]al ,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$1 #a1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out a pilot program 9 ! pilot program area to inv5tory &1 subject to valid exi/+ rights1 to lease1 capture1 mitigate or seque/] me?ane emissions t w\ld leak or be v5t$ into ! atmosph]e f an active1 inactive1 or ab&on$ und]gr\nd coal m9e4 #gjbab4 ,*aco canyon 7a7 ,def9itions ,= ! purposes ( ?is section3 7#a7 ,*aco cultural h]itage )drawal area ,! t]m ,*aco ,cultural ,h]itage ,)drawal ,area means ! ,f$]al l& g5]ally depict$ z ! ,*aco ,cultural ,h]itage ,)drawal ,area on ! map entitl$ ,*aco ,cultural ,h]itage ,)drawal ,area & dat$ ,april #b1 #bjai4 7#b7 ,non-produc+ leases ,! t]m non-produc+ leases means any oil & gas lease on ,f$]al l& )9 ! ,*aco ,cultural ,h]itage ,)drawal ,area-- 7,a7 on :i* drill+ op]ations h n be5 comm5c$ be=e ! end ( ! prim>y t]m ( ! applicable lease2 7,b7 t is n produc+ oil & gas 9 pay+ quantities2 &1 7,c7 t is n subject to a valid coop]ative or unit plan ( developm5t4 7b7 ,)drawal ,subject to valid rights 9 exi/5ce on ! date ( enactm5t ( ?is section1 ! ,*aco ,cultural ,h]itage ,)drawal ,area is )drawn f-- 7#a7 entry & disposal "u ! public l& laws2 7#b7 location1 entry1 & pat5t "u ! m9+ laws2 & 7#c7 op]ation ( ! m9]al leas+1 m9]al mat]ials1 & geo!rmal leas+ laws4 7c7 ,non-produc+ leases ,a non-produc+ lease %all t]m9ate pursuant to section #ag7;e7 ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bbf7;e77 & subp>t #cajh ( title #dc1 ,code ( ,f$]al ,regulations1 & may n be ext5d$4 ,c ,dr\ght ,response & ,prep>$ness #gjcja4 ,bureau ( ,reclamation wat] settlem5t fund+ ,section #ajeja ( ! ,omnibus ,public ,l& ,managem5t ,act ( #bjji 7#dc ,u4,s4,c4 #djg7 is am5d$ z foll[s3 7#a7 ,9 subsection 7b71 by add+ at ! end ! foll[+3 7#c7 ,additional deposits ,9 addition to am\nts o!rwise available1 !re is appropriat$-- 7,a7 = fiscal ye> #bjcb & ea* fiscal ye> !reaft] out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cgj1jjj1jjj1 = deposit 9 ! ,fund1 to rema9 available until exp5d$2 & 7,b7 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 = deposit 9 ! ,fund1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca4 4 7#b7 ,9 subsection 7c77#a7-- 7,a7 9 subp>agraph 7,a71 by /rik+ = ea* ( fiscal ye>s #bjbj ?r\gh #bjcd1 ! ,secret>y may exp5d f ! ,fund an am\nt n to exce$ #abj1jjj1jjj1 & ins]t+ = fiscal ye> #bjbb & ea* fiscal ye> !reaft]1 ! ,secret>y may exp5d f ! ,fund an am\nt n to exce$ #cgj1jjj1jjj2 7,b7 9 subp>agraph 7,b71 by /rik+ m ?an #abj1jjj1jjj1 = any fiscal ye> if su* am\nts are available 9 ! ,fund due to exp5ditures n rea*+ #abj1jjj1jjj & ins]t+ m ?an #cgj1jjj1jjj = any fiscal ye> if su* am\nts are available 9 ! ,fund1 = ! fiscal ye> 9 :i* exp5ditures are made pursuant to subp>agraph 7,d7 & p>agraphs 7#b7 & 7#c72 & 7,c7 by add+ at ! end ! foll[+3 7,c7 ,! ,secret>y %all exp5d all am\nts 9 ! ,fund available f deposits made "u subsection 7b77#a7 & subsection 7b77#c77;,b7 n lat] ?an ! end ( fiscal ye> #bjca4 7,d7 ,if1 9 ! judgm5t ( ! ,secret>y on an annual basis1 ! ,secret>y is unlikely to exp5d ! am\nts z requir$ "u subp>agraph 7,c7 because exp5ditures _c be made = activities au?oriz$ "u p>agraph 7#b71 ! ,secret>y %all exp5d f ! ,fund on an annual basis any project$ unsp5t am\nts by n lat] ?an ! end ( fiscal ye> #bjca on grants to disadvantag$ communities 7id5tifi$ accord+ to crit]ia adopt$ by ! ,secret>y7 or on grants to ,indian ,tribes 7z def9$ 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd771 9 a mann] z det]m9$ by ! ,secret>y1 = up to #ajj p]c5t ( ! co/ ( ! plann+1 design1 or con/ruction ( wat] projects ! prim>y purpose ( :i* is to provide potable wat] supplies to communities or h\seholds t d n h reliable access to potable wat] 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 4 7#c7 ,9 subsection 7c71 by am5d+ p>agraph 7#b7 to read z foll[s3 7#b7 ,au?ority 7,a7 ,non-,tribal ,settlem5t ,exp5ditures ,! ,secret>y may exp5d money f ! ,fund to implem5t a settlem5t agreem5t approv$ by ,congress t resolves1 9 :ole or 9 "p1 litigation involv+ ! ,unit$ ,/ates & a p>ty t is n an ,indian ,tribe 7z def9$ 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd771 if ! settlem5t agreem5t or implem5t+ legislation requires ! ,bureau ( ,reclamation to provide f9ancial assi/ance =1 or plan1 design1 & con/ruct-- 7i7 wat] supply infra/ructure2 or 7ii7 a project-- 7,i7 to rehabilitate a wat] deliv]y sy/em to cons]ve wat]2 or 7,,ii7 to re/ore habitat or o!rwise improve environm5tal conditions associat$ ) or affect$ by1 or locat$ )9 ! same riv] bas9 z1 a ,f$]al reclamation project t is 9 exi/5ce on ,m>* #cj1 #bjji4 7,b7 ,tribal ,exp5ditures ,! ,secret>y may exp5d money f ! ,fund to implem5t a settlem5t agreem5t approv$ by ,congress t resolves1 9 :ole or 9 "p1 claims conc]n+ ,indian wat] res\rces1 if ! settlem5t agreem5t or implem5t+ legislation au?orizes ! ,secret>y to provide f9ancial assi/ance =1 or plan1 design1 & con/ruct-- 7i7 wat] supply infra/ructure2 or 7ii7 a project-- 7,i7 to rehabilitate a wat] deliv]y sy/em to cons]ve wat]2 or 7,,ii7 to re/ore habitat or o!rwise improve environm5tal conditions associat$ ) or affect$ by1 or locat$ )9 ! same riv] bas9 z1 a ,f$]al reclamation project4 4 7#e7 ,9 subsection 7c77#c77;,c71 by /rik+ = any au?oriz$ use & ins]t+ = any use au?oriz$ "u p>agraph 7#b7 or p>agraph 7#a77;,d74 7#f7 ,by /rik+ subsection 7f74 #gjcjb4 ,em]g5cy dr\ght relief 7a7 ,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$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts %all be exp5d$ aft] ,septemb] #cj1 #bjbf1 = ne>-t]m dr\ght relief actions c>ri$ out "u-- 7#a7 ! ,reclamation ,/ates ,em]g5cy ,dr\ght ,relief ,act ( #aiia 7,public ,law #ajb-bej72 7#b7 ! ,klama? ,bas9 ,wat] ,supply ,enhancem5t ,act ( #bjjj 7,public ,law #ajf-dih72 7#c7 section #bja ( division ,d ( ,public ,law #ajh-g2 or 7#d7 section #aaji ( division ,,ff ( ,public ,law #aaf-bfj4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t may be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjcjc4 ,em]g5cy dr\ght relief = tribes ,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$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjbf1 = ne>-t]m dr\ght relief actions to mitigate dr\ght impacts = ,indian ,tribes 7z def9$ 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd77 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 #gjcjd4 ,salton ,sea projects 7a7 ,appropriation 7#a7 ,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$1 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to provide grants & ent] into contracts & coop]ative agreem5ts to c>ry out projects locat$ 9 ! area ( ! ,salton ,sea 9 ,s\!rn ,cali=nia to improve air quality1 habitat1 & wat] quality1 9 p>tn]%ip )-- 7,a7 ,/ate1 ,tribal1 & local gov]nm5ts2 7,b7 wat] di/ricts2 7,c7 jo9t p[]s au?orities2 7,d7 nonpr(it organizations2 & 7,e7 in/itutions ( high] education4 7#b7 ,co/ %>e ,! non-,f$]al %>e ( ! co/ ( a project "u ?is subsection %all be #ej p]c5t ( ! co/ ( ! project4 7b7 ,includ$ activities ,! projects describ$ 9 subsection 7a7 may include-- 7#a7 con/ruction1 op]ation1 ma9t5ance1 p]mitt+1 & design activities requir$ = su* projects2 & 7#b7 du/ suppression projects4 7c7 ,fund+ eligibility ,to be eligible to receive fund+1 non-,tribal grantees mu/ demon/rate compliance ) prevail+ wage requirem5ts4 7d7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjcje4 ,wat] res\rces rese>* & te*nology in/itutes 7a7 ,9 g5]al ,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$1 #ge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out section #ajd ( ! ,wat] ,res\rces ,rese>* ,act ( #aihd 7#db ,u4,s4,c4 #ajcjc74 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjcjf4 ,f$]al priority /reamgages 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,unit$ ,/ates ,geological ,survey = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = mak+ op]ational /reamgages t are id5tifi$ by ! ,secret>y ( ! ,int]ior z ,f$]al priority /reamgages4 7b7 ,collaboration ) non-f$]al p>tn]s ,! ,unit$ ,/ates ,geological ,survey %all prioritize ! exp5diture ( funds available "u subsection 7a7 9 a mann] t seeks to lev]age ! use ( non-,f$]al funds made available ?r\gh /reamgage fund+ agreem5ts ) ,/ates & local ag5cies to improve environm5tal quality & wat] supply reliability4 7c7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjcjg4 ,sn[ wat] supply =eca/+ 7a7 ,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$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out section #aaaa ( division ,,ff ( ! ,consolidat$ ,appropriations ,act1 #bjba 7,public ,law #aaf-bfj74 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjcjh4 ,wat] te*nology inve/m5t 7a7 ,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$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out section #aaab ( division ,,ff ( ! ,consolidat$ ,appropriations ,act1 #bjba 7,public ,law #aaf-bfj74 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjcji4 ,aquatic ecosy/em re/oration 7a7 ,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$1 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ be=e fiscal ye> #bjbg or aft] ,septemb] #cj1 #bjca1 = c>ry+ out section #aaji ( division ,,ff ( ! ,consolidat$ ,appropriations ,act1 #bjba 7,public ,law #aaf-bfj74 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjcaj4 ,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 ?r\gh 7,b74 7#b7 ,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#c7 ,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$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ be=e fiscal ye> #bjbg or aft] ,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 ( nonreimbursable b5efits au?oriz$ "u ! reclamation laws 7includ+ fi% & wildlife b5efits provid$ ?r\gh measurable r$uctions 9 wat] div]sions f imp]il$ ecosy/ems7 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 sub/antial wat] supply & o!r 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 ,tribes1 & communities1 fi% & wildlife b5efits1 & wat] quality improvem5ts2 & 7#c7 r$uc+ impacts on environm5tal res\rces f wat] projects own$ or op]at$ by ,f$]al & ,/ate ag5cies1 includ+ ?r\gh measurable r$uctions 9 wat] div]sions f imp]il$ ecosy/ems4 7c7 ,total doll> cap ,! ,bureau ( ,reclamation %all n impose a total doll> cap on ,f$]al contributions t applies to all individual projects fund$ "u ?is section4 7d7 ,fund+ eligibility ,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 7e7 ,treatm5t ( conveyance ,! ,bureau ( ,reclamation %all consid] ! plann+1 design1 & con/ruction ( an eligible project's conveyance sy/em to be eligible = grant fund+ "u ?is section4 #gjcaa4 ,conveyance ,repairs & ,build ,back ,bett] ,funds = ,sol> ,canal ,integration 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$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,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 ! 8,secret>y07 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 ,build ,back ,bett] ,funds = ,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$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! design1 /udy1 & implem5tation ( projects 7includ+ pilot & demon/ration projects7 to cov] conveyance facilities receiv+ grants "u subp>agraph 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 #gjcab4 ,rio gr&e pueblos irrigation infra/ructure grants ,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$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out section #iajf7;d7 ( ! ,omnibus ,public ,l& ,managem5t ,act ( #bjji 7,public ,law #aaa-aa74 ,d ,effici5t & ,effective ,,nepa ,implem5tation #gjdja4 ,effici5t & effective ,,nepa implem5tation ,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$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to provide = m effici5t & m effective environm5tal reviews "u ! ,national ,environm5tal ,policy ,act ( #aifi ?r\gh ! hir+ & tra9+ ( additional p]sonnel1 ! developm5t ( programmatic assessm5ts or templates1 ! procurem5t ( te*nical or sci5tific s]vices1 ! developm5t ( data or te*nology sy/ems1 /akehold] & community engagem5t1 & ! pur*ase ( new equipm5t4 ,e ,national ,oceanic & ,atmosph]ic ,adm9i/ration #gjeja4 ,coa/al & ,great ,lakes re/oration & te*nical assi/ance 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$1 #i1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 ?r\gh direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts to provide fund+ & te*nical assi/ance = ! purposes ( re/or+ a m>9e1 e/u>9e1 coa/al1 or ,great ,lake habitat2 or provid+ adaptation to climate *ange1 includ+ by protect+1 re/or+1 or e/abli%+ ecological features t protects coa/al communities f sea-level rise1 coa/al /orms1 or flood+2 or design+ or implem5t+ blue c>bon projects4 ,none ( ! funds provid$ by ?is section %all be subject to co/ %>e or mat*+ requirem5ts4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjejb4 ,pacific ,coa/al ,salmon ,recov]y ,fund 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 ( funds 9 ! ,treasury n o!rwise appropriat$ #djj1jjj1jjj1 to rema9 available until #bjbf1 = ! purposes ( climate resili5ce1 habitat protection1 & o!r habitat re/oration projects to recov] ,pacific salmon4 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>+ or mat*+ requirem5ts4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjejc4 ,,noaa ,/ock ,assessm5ts 7a7 ,/ock assessm5ts ,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$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nt may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out section #dja ( ! ,magnuson-,/ev5s ,fi%]y ,cons]vation & ,managem5t ,reau?orization ,act ( #bjjf 7#af ,u4,s4,c4 #ahha7 &1 section #aag ( ! ,m>9e ,mammal ,protection ,act ( #aigb 7#af ,u4,s4,c4 #achf7 = fi%]ies data collections1 surveys1 & sci5ce1 managem5t1 & ecosy/em-bas$ assessm5ts 9 support ( f$]ally manag$ m>9e fi%]ies4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjejd4 ,coa/al haz>ds & sea level rise ,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$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! provisions ( section #abcjd ( ! ,integrat$ ,coa/al & ,ocean ,obs]vation ,sy/em ,act ( #bjji 7#cc ,u4,s4,c4 #cfjc71 section #d ( ! ,digital ,coa/ ,act 7#af ,u4,s4,c4 #adfg71 section #caj ( ! ,coa/al ,zone ,managem5t ,act ( #aigb 7#af ,u4,s4,c4 #adef;c71 section #cjc ( ! ,hydrographic ,s]vices ,improvem5t ,act ( #aihh 7#cc ,u4,s4,c4 #hib;a71 & ! fir/ section & section #b ( ! ,act ( ,augu/ #f1 #aidg 7*apt] #ejd2 #cc ,u4,s4,c4 #hhc;a & #cc ,u4,s4,c4 #hhc;b71 popul>ly kn[n z ! ,coa/ & ,geodetic ,survey ,act ( #aidg2 = ! purposes ( mak+ upgrades to ! ,integrat$ ,ocean ,obs]v+ ,sy/em2 mak+ upgrades to ! ,%orel9e ,mapp+ ,program2 develop+ products1 s]vices1 & coord9at$ decision-support frameworks ) respect to coa/al floods1 sea level rise1 ,great ,lakes wat] level1 & v]tical l& motion data & conduct+ ! rese>* & developm5t necess>y to support su* products & s]vices2 produc+ & ma9ta9+ au?oritative & timely data1 maps1 *>ts1 tidal & wat] level obs]vations & in=mation s]vices = communities to plan = pres5t & future coa/al flood risks & to su/a9 ! economic viability ( ports & m>9e transportation sy/em2 & provid+ te*nical assi/ance to ,/ates1 ,insul> areas1 local gov]nm5ts1 & end us] at-risk communities4 #gjeje4 ,blue c>bon ,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$1 #ie1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! provisions ( section #aag ( ! ,magnuson-,/ev5s ,fi%]y ,cons]vation & ,managem5t ,reau?orization ,act ( #bjjf 7#af ,u4,s4,c4 #ahia;a72 & section #cji ( ! ,national ,m>9e ,sanctu>ies ,act 7#af ,u4,s4,c4 #addj72 = rese>* & ext5sion activities to *>act]ize1 quantify1 map1 & /udy blue c>bon ecosy/ems or protection & re/oration ef=ts 9 blue c>bon ecosy/ems1 :i* include m>9e & coa/al fre%wat]1 bracki%1 & saltwat]-f$ ecosy/ems1 su* z coa/al wetl& =e/ & o!r tidal or hi/orically tidal wetl&s t h ! capacity to seque/] c>bon f ! atmosph]e = a p]iod ( n less ?an #ajj ye>s 9 ! ,gulf ( ,mexico region4 #gjejf4 ,coa/al haz>ds 9 ,unit$ ,/ates ,insul> areas ,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$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! provisions ( ! ,integrat$ ,coa/al & ,ocean ,obs]vation ,sy/em ,act ( #bjji 7#cc ,u4,s4,c4 #cfja71 section #d ( ! ,digital ,coa/ ,act 7#af ,u4,s4,c4 #adfg1 & section #cjc ( ! ,hydrographic ,s]vices ,improvem5t ,act 7#cc ,u4,s4,c4 #hib;a7 to improve wea!r data collection & provide sci5ce1 data1 in=mation1 & impact-bas$ decision support s]vices to r$uce tsunami1 hurricane1 typhoon1 dr\ght1 tide1 & sea-level rise impacts 9 ,insul> ,areas4 #gjejg4 ,,nmfs %oreside facilities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! provisions ( sections #djd ?r\gh #djh ( ! ,magnuson-,/ev5s ,fi%]y ,cons]vation & ,managem5t ,act 7#af ,u4,s4,c4 #ahha;c-#ahhd71 to replace1 r5ovate1 or ma9ta9 ag+ facilities 9 ne$ ( repair or replacem5t includ+ pi]s1 fi%]ies laboratories1 & laboratory facilities4 #gjejh4 ,,noaa vessel recapitalization ,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$1 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = vessel recapitalization ne$s4 #gjeji4 ,civilian ,climate ,corps at ,,noaa 7a7 ,,noaa ,civilian ,climate ,corps ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #abj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out education & job tra9+ projects t cons]ve1 re/ore1 con/ruct1 or rehabilitate natural1 cultural1 hi/oric1 ar*aeological1 recreational1 or sc5ic res\rces ?r\gh direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts4 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>+ or mat*+ requirem5ts4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjeaj4 ,,noaa hat*]ies 7a7 ,,noaa hat*]ies ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration1 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = grants to ,/ates & ,indian ,tribes 7z def9$ 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd71 to repair1 replace1 & upgrade hat*]y infra/ructure = production ( a m>9e fi%]y4 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>+ or mat*+ requirem5ts4 7b7 ,fund+ eligibility ,to be eligible to receive fund+ "u ?is section1 non-,tribal grantees mu/ demon/rate compliance ) prevail+ wage requirem5ts4 #gjeaa4 ,electronic monitor+ 7a7 ,electronic monitor+ ,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$1 #ge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! purposes ( support+ ! cont9u$ & timely implem5tation ( electronic monitor+ & fi%+ ef=t report+4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjeab4 ,work+ wat]fronts 7a7 ,work+ ,wat]fronts ,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$1 #afj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! provisions ( section #cji ( ! ,coa/al ,zone ,managem5t ,act 7#af ,u4,s4,c4 #adef;b7 ?r\gh direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts = projects t pres]ve & protect coa/al access = wat]-dep5d5t comm]cial activities4 7b7 ,fund+ eligibility ,to be eligible to receive fund+ "u ?is section1 ! grantee mu/ demon/rate compliance ) prevail+ wage requirem5ts4 #gjeac4 ,m>9e ,sanctu>y & ,national ,e/u>9e ,rese>* ,res]ve ,ma9t5ance ,backlog ,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$1 #ih1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! provisions ( ! ,national ,m>9e ,sanctu>y ,act 7#af ,u4,s4,c4 #adca7 & ! ,coa/al ,zone ,managem5t ,act 7#af ,u4,s4,c4 #adfa7 = con/ruction1 ma9t5ance1 & r5ovation ( facilities ( ,national ,m>9e ,sanctu>ies & ,national ,e/u>9e ,rese>* ,res]ves4 #gjead4 ,seafood ,import ,monitor+ ,program ,expansion ,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$1 #b1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out ! provisions ( section #cjg ( ! ,magnuson-,/ev5s ,fi%]y ,cons]vation & ,managem5t ,reau?orization ,act 7#af ,u4,s4,c4 #aheg7a77,q771 to exp& ! ,seafood ,import ,monitor+ ,program to apply to all seafood & seafood products4 ,f ,unit$ ,/ates ,fi% & ,wildlife ,s]vice #gjfja4 ,endang]$ species act recov]y plans 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$1 #ge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! developm5t & implem5tation ( recov]y plans "u section #d7;f7 ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc7;f774 7b7 ,c&idate cons]vation ,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$1 #ge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = develop+ ,c&idate ,cons]vation ,agreem5ts & ,c&idate ,cons]vation ,agreem5ts ) ,assurances = c&idate & o!r at-risk species pursuant section #aj ( ! ,endang]$ ,species ,act 7#af ,u4,s4,c4 #aeci74 #gjfjb4 ,endang]$ species act habitat cons]vation ,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$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ,unit$ ,/ates ,fi% & ,wildlife ,s]vice responsibilities 9 ! developm5t1 review1 & p]mitt+ ( ,habitat ,cons]vation ,plans "u section #aj7;a77#b7 ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aeci7;a77#b77 & = ,/ate programs "u section #f7;d7 ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aece7;d774 #gjfjc4 ,endang]$ species act int]ag5cy consultations ,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$1 #dj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = c>ry+ out consultations ) ,f$]al ag5cies t und]take ag5cy actions affect+ endang]$ species & ?reat5$ species "u section #g ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecf74 #gjfjd4 ,fund+ = 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$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! cons]vation ( endang]$ species & ?reat5$ species ( plants 9 ! ,hawaiian ,isl&s & ! ,pacific ,isl& ,t]ritories ( ! ,unit$ ,/ates z au?oriz$ by section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc74 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjfje4 ,fund+ = 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$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! cons]vation ( endang]$ species & ?reat5$ species ( poll9ators 9 ! ,unit$ ,/ates z au?oriz$ by section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc74 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjfjf4 ,fund+ = 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$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! cons]vation ( endang]$ species & ?reat5$ species ( fre%wat] mussels 9 ! ,unit$ ,/ates z au?oriz$ by section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc74 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjfjg4 ,fund+ = 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$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! cons]vation ( endang]$ species & ?reat5$ species ( des]t fi% 9 ! ,s\?we/]n ,unit$ ,/ates z au?oriz$ by section #d ( ! ,endang]$ ,species ,act ( #aigc 7#af ,u4,s4,c4 #aecc74 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjfjh4 ,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$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! purposes ( c>ry+ out ! ,fi% & ,wildlife ,act ( #aief 7#af ,u4,s4,c4 #gdb;a7 & ! ,fi% & ,wildlife ,coord9ation ,act 7#af ,u4,s4,c4 #ffa71 ?r\gh direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts1 = ! purposes ( rebuild+ & re/or+ units ( ! ,national ,wildlife ,refuge ,sy/em1 o!r ,f$]al public assets1 & ,/ate wildlife managem5t areas includ+ by address+ ! ?reat ( invasive species1 increas+ ! resili5cy & capacity ( habitats & infra/ructure to )/& wea!r ev5ts1 or r$uc+ ! am\nt ( damage caus$ by ^? ev5ts4 ,none ( ! funds provid$ by ?is section %all be subject to co/-%>e requirem5ts4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjfji4 ,fund+ = ! unit$ /ates fi% & wildlife s]vice = wildlife corridor cons]vation ,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$1 #aj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjbf1 to c>ry out ! provisions ( ! ,fi% & ,wildlife ,act ( #aief 7#af ,u4,s4,c4 #gdb;a7 & ! ,fi% & ,wildlife ,coord9ation ,act 7#af ,u4,s4,c4 #ffa7 ?r\gh direct exp5diture11 contracts1 grants1 & coop]ative agreem5ts1 = mapp+ wildlife corridors & provid+ assi/ance to ,/ates & ,indian ,tribes z def9$ 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd7 = ! cons]vation & re/oration ( wildlife corridors4 #gjfaj4 ,fund+ = ! unit$ /ates fi% & wildlife s]vice = grassl& re/oration ,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$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjbf1 to c>ry out ! provisions ( ! ,fi% & ,wildlife ,act ( #aief 7#af ,u4,s4,c4 #gdb;a7 & ! ,fi% & ,wildlife ,coord9ation ,act 7#af ,u4,s4,c4 #ffa7 ?r\gh direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts1 = ! protection & re/oration ( grassl& habitats4 ,g ,insul> ,affairs #gjgja4 ,insul> ,affairs hospital & o!r critical heal? 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$1 #iic1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = hospitals & o!r critical heal? infra/ructure 9 ! t]ritories4 ,am\nts made available "u ?is section %all be divid$ among ! t]ritories 9 accordance ) ne$s id5tifi$ by assessm5ts complet$ by ! ,dep>tm5t ( ! ,int]ior1 ,(fice ( ,insul> ,affairs1 ( heal? c>e facilities 9 ea* t]ritory1 b n less ?an #ce p]c5t %all be provid$ to ,guam1 n less ?an #ce p]c5t %all be provid$ to ! ,unit$ ,/ates ,virg9 ,isl&s1 n less ?an #bj p]c5t %all be provid$ to ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 & n less ?an #aj p]c5t %all be provid$ to ,am]ican ,samoa4 #gjgjb4 ,(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$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide te*nical assi/ance = climate-*ange plann+1 mitigation1 adaptation1 & resili5ce to ,unit$ ,/ates-affiliat$ ,insul> ,areas "u ! ,(fice ( ,insul> ,affairs4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 n m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjgjc4 ,settlem5t ( claims aga9/ ! ,unit$ ,/ates = c]ta9 resid5ts ( ! isl& ( ,vieques1 ,pu]to ,rico 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ! ,int]ior ,(fice ( ,insul> ,affairs1 = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be made available aft] ,septemb] #cj1 #bjca1 to comp5sate ?r\gh ! appo9tm5t ( a ,special ,ma/]1 ! municipality ( ,vieques1 & an individual claimant :o is or 0 a resid5t1 ! *ild ( a resid5t1 or an imm$iate heir 7z det]m9$ by ! laws ( ,pu]to ,rico7 ( a deceas$ claimant :o 0 a resid5t on ! isl& ( ,vieques1 ,pu]to ,rico1 9 ! p]iod or aft] ! ,unit$ ,/ates ,gov]nm5t us$ ! isl& ( ,vieques1 ,pu]to ,rico1 = milit>y read9ess4 7b7 ,adm9i/rative exp5ses ,( ! funds provid$ by ?is section1 n m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out ?is section4 #gjgjd4 ,def9itions ,= ! purposes ( ?is subtitle3 7#a7 ,freely ,associat$ ,/ates ,! t]m ,freely ,associat$ ,/ates means ! ,republic ( ! ,m>%all ,isl&s1 ! ,f$]at$ ,/ates ( ,micronesia1 & ! ,republic ( ,palau4 7#b7 ,unit$ ,/ates-affiliat$ ,insul> ,areas ,! t]m ,unit$ ,/ates-affiliat$ ,insul> ,areas means ! t]ritories & ,freely ,associat$ ,/ates4 7#c7 ,t]ritories ,! t]m t]ritories means ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ,guam1 ,pu]to ,rico1 & ! ,virg9 ,isl&s ( ! ,unit$ ,/ates4 7#d7 ,t]ritory ,! t]m t]ritory means ,am]ican ,samoa1 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ,guam1 ,pu]to ,rico1 or ! ,virg9 ,isl&s ( ! ,unit$ ,/ates4 ,h ,en]gy & ,m9]al ,res\rces #gjhja4 ,(f%ore w9d = ! t]ritories 7a7 ,application ( out] cont95tal %elf l&s ,act ) respect to t]ritories ( ! ,unit$ ,/ates 7#a7 ,9 g5]al ,section #b ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acca7 is am5d$-- 7,a7 9 subsection 7a7-- 7i7 by /rik+ ,! t]m & ins]t+ ! foll[+3 7#a7 ,! t]m 7ii7 by ins]t+ aft] control ! foll[+3 or ly+ )9 ! exclusive economic zone ( ! ,unit$ ,/ates & ! out] ,cont95tal ,%elf adjac5t to any t]ritory ( ! ,unit$ ,/ates2 & 7iii7 by add+ at ! end ! foll[+3 7#b7 ,! t]m out] ,cont95tal ,%elf does n include any area convey$ by ,congress to a t]ritorial gov]nm5t = adm9i/ration4 2 7,b7 9 subsection 7p71 by /rik+ & aft] ! semicolon at ! end2 7,c7 9 subsection 7q71 by /rik+ ! p]iod at ! end & ins]t+ 2 &2 & 7,d7 by add+ at ! end ! foll[+3 7r7 ,! t]m ,/ate means any ( ! sev]al ,/ates & also includes ,pu]to ,rico1 ,guam1 ,am]ican ,samoa1 ! ,virg9 ,isl&s ( ! ,unit$ ,/ates1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 4 7#b7 ,exclusions ,section #ah ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acdd7 is am5d$ by add+ at ! end ! foll[+3 7i7 ,?is section %all n apply to ! s*$ul+ ( any lease sale 9 an area ( ! out] ,cont95tal ,%elf t is adjac5t to ,pu]to ,rico1 ,guam1 ,am]ican ,samoa1 ! ,virg9 ,isl&s ( ! ,unit$ ,/ates1 or ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 4 7b7 ,w9d lease sales = areas ( ! out] cont95tal %elf ,! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acca et seq47 is am5d$ by add+ at ! end ! foll[+3 #cc4 ,w9d lease sales = areas ( ! out] cont95tal %elf (f%ore ( t]ritories ( ! ,unit$ ,/ates 7a7 ,w9d lease sales (f coa/s ( t]ritories ( ! unit$ /ates 7#a7 ,call = in=mation & nom9ations ,! ,secret>y %all issue a call = in=mation & nom9ations = propos$ w9d lease sales = areas det]m9$ to be feasible4 7#b7 ,conditional w9d lease sales ,= areas ly+ )9 ! exclusive economic zone ( ! ,unit$ ,/ates adjac5t to ,pu]to ,rico1 ,guam1 ,am]ican ,samoa1 ! ,virg9 ,isl&s ( ! ,unit$ ,/ates1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s1 ! ,secret>y %all conduct n less ?an "o w9d lease sale 9 ea* su* area1 s long z3 7,a7 ,! ,secret>y has conclud$ t a w9d lease sale on ! area is feasible4 7,b7 ,! ,secret>y has det]m9$ t !re is suffici5t int]e/ 9 leas+ ! area4 7,c7 ,! ,secret>y has consult$ ) o!r relevant ,f$]al ag5cies reg>d+ su* sale4 7,d7 ,! ,secret>y has consult$ ) ! ,gov]nor ( ! t]ritory reg>d+ ! suitability ( ! area = w9d en]gy developm5t4 4 #gjhjb4 ,leas+ on ! out] cont95tal %elf 7a7 ,leas+ au?oriz$ ,! ,secret>y ( ! ,int]ior is au?oriz$ to grant leases1 easem5ts1 & rights-(-way pursuant to section #h7p77#a77;,c7 ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #accg7p77#a77;,c77 9 ! areas )drawn by ! ,presid5tial ,memor&um entitl$ ,memor&um on ! ,)drawal ( ,c]ta9 ,areas ( ! ,unit$ ,/ates ,out] ,cont95tal ,%elf f ,leas+ ,disposition 7issu$ ,septemb] #h1 #bjbj7 & ! ,presid5tial ,memor&um entitl$ ,presid5tial ,det]m9ation on ! ,)drawal ( ,c]ta9 ,areas ( ! ,unit$ ,/ates ,out] ,cont95tal ,%elf f ,leas+ ,disposition 7issu$ ,septemb] #be1 #bjbj74 7b7 ,)drawals ,any ,presid5tial )drawal ( an area ( ! ,out] ,cont95tal ,%elf f leas+ "u section #ab7;a7 ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acda7;a77 issu$ aft] ! date ( enactm5t ( ?is ,act %all apply only to leas+ au?oriz$ "u subsections 7a7 & 7i7 ( section #h ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #accg7;a7 & #accg7;i771 unless o!rwise specifi$4 #gjhjc4 ,unit$ ,/ates geological survey 7a7 #c;,d elevation program ,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$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to c>ry out ! #c;,d elevation program 7#dc ,u4,s4,c4 #cajd74 7b7 ,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$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! ,regional & ,national ,climate ,adaptation ,sci5ce ,c5t]s to provide localiz$ in=mation to help communities respond to climate *ange4 #gjhjd4 ,fossil fuel res\rces 7a7 ,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 ,act4 7b7 ,protection ( ! ea/]n gulf1 atlantic1 & pacific coa/s ,section #h ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #accg7 is am5d$ by add+ at ! end ! foll[+3 7q7 ,prohibition ( oil & gas leas+ 9 c]ta9 areas ( ! out] cont95tal %elf ,! ,secret>y ( ! ,int]ior may n issue a lease or any o!r au?orization = ! exploration1 developm5t1 or production ( oil or natural gas 9 ! areas ( ! ,out] ,cont95tal ,%elf designat$ by section #ajd7;a7 ( ! ,gulf ( ,mexico ,en]gy ,security ,act ( #bjjf or 9 any area )9 ! ,atlantic ,region plann+ areas or ! ,pacific ,region plann+ areas 7z su* plann+ areas are describ$ 9 ! docum5t entitl$ #bjag - #bjbb ,out] ,cont95tal ,%elf ,oil & ,gas ,leas+ ,propos$ ,f9al ,program dat$ ,novemb] #bjaf1 or a subsequ5t oil & gas leas+ program develop$ "u section #ah ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acdd74 4 7c7 ,on%ore fossil fuel royalty rates ,! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bjg7 is am5d$-- 7#a7 9 section #g7;a71 by /rik+ #ab & ins]t+ #bj2 7#b7 9 section #ag1 by-- 7,a7 /rik+ #ab4e ea* place su* t]m appe>s & ins]t+ #bj2 & 7,b7 /rik+ #ab ea* place su* t]m appe>s & ins]t+ #bj2 & 7#c7 9 section #ca7;e71 by /rik+ #af #bc bo? places su* t]m appe>s & ins]t+ #be4 7d7 ,(f%ore oil & gas royalty rate ,section #h ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #accg7 is am5d$ by /rik+-- 7#a7 #ab ea* place su* t]m appe>s & ins]t+ #bj2 & 7#b7 #ab & ea* place su* t]m appe>s & ins]t+ #bj4 7e7 ,oil & gas m9imum bid ,section #ag ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bbf7 is am5d$-- 7#a7 9 subsection 7b77#a77;,b7-- 7,a7 by /rik+ #b p] acre & ins]t+ #aj p] acre1 except z o!rwise provid$ by ?is p>agraph2 & 7,b7 by /rik+ ,f$]al ,on%ore ,oil & ,gas ,leas+ ,re=m ,act ( #aihg & ins]t+ subtitle ,h ( ! ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad ( ! #aag? ,congress2 7#b7 9 subsection 7b77#b77;,c71 by /rik+ #b p] acre & ins]t+ #aj p] acre2 & 7#c7 by add+ at ! end ! foll[+3 7q7 ,inflation adju/m5t ,! ,secret>y %all-- 7#a7 by regulation1 at lea/ once e #d ye>s1 adju/ ea* ( ! doll> am\nts t apply "u subsections 7b77#a77;,b71 7b77#b77;,c71 & 7d7 to reflect ! *ange 9 inflation2 & 7#b7 publi% ea* su* regulation 9 ! ,f$]al ,regi/]4 4 7f7 ,def]r$ coal bonus paym5ts ,section #b7;a7 ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bja7;a77 is am5d$-- 7#a7 9 p>agraph 7#a71 by /rik+ ! second & ?ird s5t5ces2 & 7#b7 by /rik+ p>agraphs 7#d7 & 7#e74 7g7 ,fossil fuel r5tal rates 7#a7 ,section #g7;a7 ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bjg7 is am5d$ 9 ! ?ird s5t5ce by ins]t+ at a r5tal rate ( n less ?an #ajj p] acre 7z review$ &1 if appropriate1 adju/$ by ! ,secret>y e #d ye>s7 be=e ! p]iod4 7#b7 ,section #ag7;d7 ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bbf7;d77 is am5d$ 9 ! fir/ s5t5ce by /rik+ #a4ej p] acre p] ye> = ! fir/ ?r\gh fif? ye>s ( ! lease & n less ?an #b p] acre p] ye> = ea* ye> !reaft] & ins]t+ #c p] acre p] ye> dur+ ! #b-ye> p]iod beg9n+ on ! date ! lease beg9s = new leases1 & aft] ! end ( su* two-ye> p]iod n less ?an #e p] acre p] ye>4 7#c7 ,section #ca7;e7 ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #ahh7;e77 is am5d$ by /rik+ #aj & ins]t+ #bj4 7h7 ,fossil fuel lease t]m l5g? 7#a7 ,section #g ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bjg7 is am5d$-- 7,a7 9 subsection 7a7-- 7i7 9 ! fir/ s5t5ce1 by /rik+ tw5ty & ins]t+ #aj2 7ii7 9 ! second s5t5ce1 by /rik+ t5 & ins]t+ #e2 & 7iii7 9 ! six? s5t5ce-- 7,i7 by /rik+ tw5ty & ins]t+ #aj2 & 7,,ii7 by /rik+ t5 & ins]t+ #e2 & 7,b7 9 subsection 7b77#e71 by /rik+ #bj & ins]t+ #aj4 7#b7 ,section #ag7;e7 ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bbf7;e77 is am5d$ by /rik+ #aj ye>s3 & ins]t+ #e ye>s44 7i7 ,expression ( int]e/ fee ,section #ag ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bbf71 z am5d$ by ?is subtitle is am5d$ by add+ at ! end ! foll[+3 7r7 ,fee = expression ( int]e/ 7#a7 ,9 g5]al ,! ,secret>y %all *>ge any p]son :o submits1 9 accordance ) proc$ures e/abli%$ by ! ,secret>y to c>ry out ?is subsection1 an expression ( int]e/ 9 leas+ l& available = disposition "u ?is section = exploration =1 & developm5t (1 oil or gas a fee 9 an am\nt det]m9$ by ! ,secret>y "u p>agraph 7#b74 7#b7 ,am\nt ,! fee au?oriz$ "u p>agraph 7#a7 %all be e/abli%$ by ! ,secret>y 9 an am\nt t is det]m9$ by ! ,secret>y to be appropriate to cov] ! aggregate co/ ( process+ an expression ( int]e/ "u ?is subsection1 b n less ?an #ae p] acre ( ! area cov]$ by ! applicable expression ( int]e/4 7#c7 ,adju/m5t ( fee ,! ,secret>y %all1 by regulation at lea/ e #d ye>s1 e/abli% a high] expression ( int]e/ fee-- 7,a7 to reflect ! *ange 9 inflation2 & 7,b7 z ! ,secret>y det]m9es to be necess>y to enhance f9ancial returns to ! ,unit$ ,/ates4 4 7j7 ,elim9ation ( noncompetitive leas+ ,! ,m9]al ,leas+ ,act is am5d$-- 7#a7 9 section #ag7;b7 7#cj ,u4,s4,c4 #bbf7;b771 by /rik+ p>agraph 7#c72 7#b7 by am5d+ section #ag7;c7 7#cj ,u4,s4,c4 #bbf7;c77 to read z foll[s3 7c7 ,l&s made available = leas+ "u subsection 7b77#a7 b = :i* no bid is accept$ may be made available by ! ,secret>y = a new r\nd ( seal$ bidd+ "u su* subsection4 2 7#c7 9 section #ag7;e7 7#cj ,u4,s4,c4 #bbf7;e77-- 7,a7 by /rik+ ,competitive & noncompetitive leases & ins]t+ ,leases1 includ+ leases = t> s& areas12 & 7,b7 by /rik+ ,provid$1 h[ev] & all t foll[s ?r\gh t5 ye>s42 7#d7 9 section #ca7;d77#a7 7#cj ,u4,s4,c4 #ahh7;d77#a77 by /rik+ or 7c72 7#e7 9 section #ca7;e7 7#cj ,u4,s4,c4 #ahh7;e77-- 7,a7 9 p>agraph 7#b7 by /rik+ 1 or ! inclusion & all t foll[s & ins]t+ a semicolon2 & 7,b7 9 p>agraph 7#c7 by /rik+ 7,a7 & by /rik+ subp>agraph 7,b72 7#f7 by /rik+ section #ca7;f7 7#cj ,u4,s4,c4 #ahh7;f772 & 7#g7 9 section #ca7;g7 7#cj ,u4,s4,c4 #ahh7;g77-- 7,a7 9 p>agraph 7#a7 by /rik+ z a competitive & all t foll[s ?r\gh ! p]iod & ins]t+ 9 ! same mann] z ! orig9al lease issu$ pursuant to section #ag42 7,b7 by /rik+ p>agraph 7#b7 & r$esignat+ p>agraphs 7#c7 & 7#d7 z p>agraphs 7#b7 & 7#c71 respectively2 & 7,c7 9 p>agraph 7#b71 z r$esignat$1 by /rik+ 1 applicable to leases issu$ "u subsection #ag7;c7 ( ?is ,act 7#cj ,u4,s4,c4 #bbf7;c77 except1 & ins]t+ 1 except4 7k7 ,oil & gas bond+ requirem5ts ,section #ag7;g7 ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bbf7;g77 is am5d$-- 7#a7 by ins]t+ ,ea* su* bond1 surety1 or o!r f9ancial arrangem5t %all be consid]$ inadequate if su* bond1 surety1 or o!r f9ancial arrangem5t is = less ?an #aej1jjj 9 ! case ( an arrangem5t = an individual surface-di/urb+ activity ( ea* entity on an individual oil or gas lease 9 a ,/ate1 or #ejj1jjj 9 ! case ( an arrangem5t = all surface-di/urb+ activities ( ea* entity on all oil & gas leases 9 a ,/ate4 aft] on ! lease42 7#b7 by r$esignat+ exi/+ subsection 7g7 z p>agraph 7#a72 & 7#c7 by add+ at ! end ! foll[+ new p>agraph3 7#b7 7,a7 ,n lat] ?an #ahj days aft] ! date ( enactm5t ( subtitle ,h ( ! ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad ( ! #aag? ,congress ! ,secret>y conc]n$ %all initiate a rulemak+ to require t an adequate bond1 surety1 or o!r f9ancial arrangem5t be provid$ by ! lessee prior to ! comm5cem5t ( surface-di/urb+ activities on any lease issu$ "u ?is ,act to ensure ! complete & timely rem$iation & reclamation ( any l&1 wat]1 or o!r res\rces 7includ+ res\rces ) recreation1 range1 timb]1 m9]al1 wat]%$1 fi% or wildlife1 natural sc5ic1 sci5tific1 or hi/orical value7 adv]sely affect$ by lease activities & op]ations aft] ! ab&onm5t or cessation ( oil & gas op]ations on ! lease4 7,b7 ,! ,secret>y conc]n$ %all f9d t a bond1 surety or o!r f9ancial arrangem5t requir$ by regulation "u subp>agraph 7,a7 is inadequate if x is = less ?an-- 7i7 ! complete & timely reclamation ( ! lease tract2 7ii7 ! re/oration ( any l&s or surface wat]s adv]sely affect$ by lease op]ations aft] ! ab&onm5t or cessation ( oil & gas op]ations on ! lease2 & 7iii7 9 ! case ( an idl$ well1 ! total plugg+ & reclamation co/s = ea* idl$ well controll$ by ! same op]ator4 7,c7 ,! ,secret>y conc]n$ %all review ! adequacy ( ea* su* bond1 surety1 or o!r f9ancial arrangem5t at lea/ once e #e ye>s & anytime a lease issu$ "u ?is ,act is transf]r$4 4 7l7 ,p]-acre lease fees 7#a7 ,oil & gas lease fees ,! ,secret>y ( ,int]ior %all *>ge on%ore & (f%ore oil & gas leasehold]s ! foll[+ annual1 non-refundable fees3 7,a7 ,cons]vation ( res\rces fee ,!re is e/abli%$ 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$]al on%ore & (f%ore oil & gas leases4 7#b7 ,deposit ,all funds collect$ pursuant to p>agraph 7#a7 %all be deposit$ into ! ,unit$ ,/ates ,treasury ,g5]al ,fund4 7#c7 ,adju/m5t = inflation ,! ,secret>y ( ! ,int]ior %all1 by regulation at lea/ once e f\r ye>s1 adju/ ea* fee creat$ by p>agraph 7#a7 to reflect any increase 9 inflation4 7m7 ,on%ore oil & gas inspection fees 7#a7 ,9 g5]al ,section #ajh ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agah7 is am5d$ by add+ at ! end ! foll[+3 7d7 ,inspection fees 7#a7 ,9 g5]al ,! designat$ op]ator "u ea* oil & gas lease on ,f$]al or ,indian l&s1 or ea* unit & communitization agreem5t t includes "o or m su* ,f$]al or ,indian leases1 t is subject to inspection "u subsection 7b7 & 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 p>agraph 7#b71 is e/abli%$ by ! ,secret>y by regulation & is suffici5t to recov] ! full co/s incurr$ by ! ,unit$ ,/ates = inspection & en=cem5t ) respect to su* leases4 7#b7 ,am\nt ,until ! effective date ( regulations "u p>agraph 7#a71 ! am\nt ( ! fee %all be-- 7,a7 #hjj = ea* lease or unit or communitization agreem5t ) no active or inactive wells1 b ) surface use1 di/urbance or reclamation2 7,b7 #a1djj = ea* lease or unit or communitization agreem5t ) #a to #aj wells1 ) any comb9ation ( active or inactive wells2 7,c7 #e1fjj = ea* lease or unit or communitization agreem5t ) #aa to #ej wells1 ) any comb9ation ( active or inactive wells2 & 7,d7 #aa1cjj = ea* lease or unit or communitization agreem5t ) m ?an #ej wells1 ) any comb9ation ( active or inactive wells4 7#c7 ,due date ,paym5t ( ! fee "u ?is section %all be due1 annually1 n lat] ?an #cj days aft] ! ,secret>y provides notice ( ! assessm5t ( ! fee4 7#d7 ,p5alty ,if ! designat$ op]ator fails to pay ! full am\nt ( ! fee z prescrib$ 9 ?is section1 ! ,secret>y may1 9 addition to utiliz+ any o!r applicable en=cem5t au?ority1 assess civil p5alties aga9/ ! op]ator "u section #aji 9 ! same mann] z if ?is section 7 a m9]al leas+ law4 7#e7 ,exemption = tribal op]ators ,an op]ator t is a ,tribe or is controll$ by a ,tribe is n subject to p>agraph 7#a7 ) respect to a lease1 unit1 or communitization agreem5t t is locat$ entirely on ! l&s ( su* ,tribe4 4 7#b7 ,assessm5t = fiscal ye> #bjbb ,! ,secret>y ( ! ,int]ior %all assess ! fee "u ! am5dm5t made by p>agraph 7#a7 = fiscal ye> #bjbb1 & provide notice ( su* assessm5t to ea* designat$ op]ator :o is liable = su* fee1 by n lat] ?an #fj days aft] ! date ( enactm5t ( ?is ,act4 7n7 ,(f%ore oil & gas inspection fees ,section #bb ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acdh7 is am5d$ by add+ at ! end ! foll[+3 7g7 ,inspection fees 7#a7 ,9 g5]al 7,a7 ,e/abli%m5t ,! ,secret>y %all collect f ! op]ators ( facilities subject to inspection "u subsection 7c7 nonrefundable fees = su* inspections-- 7i7 at an aggregate level to (fset ! annual exp5ses ( su* inspections2 7ii7 us+ a s*$ule t reflect ! diff]5ces 9 complexity among ! classes ( facilities to be inspect$2 & 7iii7 9 accordance ) subp>agraph 7,c74 7,b7 ,adju/m5t = inflation ,= ea* fiscal ye> beg9n+ aft] fiscal ye> #bjbb1 ! ,secret>y %all adju/ ! am\nt ( ! fees collect$ "u ?is p>agraph = inflation4 7,c7 ,fees = fiscal ye> #bjbb 7i7 ,annual fees ,= fiscal ye> #bjbb1 ! ,secret>y %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 7,i7 #aa1gbe = facilities ) no wells1 b ) process+ equipm5t or ga!r+ l9es4 7,,ii7 #ah1ihd = facilities ) #a to #aj wells1 ) any comb9ation ( active or inactive wells4 7,,iii7 #ce1agf = facilities ) m ?an #aj wells1 ) any comb9ation ( active or inactive wells4 7ii7 ,fees = drill+ rigs ,= fiscal ye> #bjbb1 ! ,secret>y %all collect fees = ea* inspection f ! op]ators ( drill+ rigs 9 ! foll[+ am\nts3 7,i7 #cd1jei p] inspection = rigs op]at+ 9 wat] dep?s ( #ejj feet or m4 7,,ii7 #ah1fdi p] inspection = rigs op]at+ 9 wat] dep?s ( less ?an #ejj feet4 7iii7 ,fees = non-rig units ,= fiscal ye> #bjbb1 ! ,secret>y %all collect fees = ea* inspection f ! op]ators ( well op]ations conduct$ via non-rig units z outl9$ 9 subp>ts ,d1 ,e1 ,f1 & ,q ( "p #bej ( title #cj1 ,code ( ,f$]al ,regulations 7or any successor regulation71 9 ! foll[+ am\nts3 7,i7 #ac1bfj p] inspection = non-rig units op]at+ 9 wat] dep?s ( #b1ejj feet or m4 7,,ii7 #aa1ecj p] inspection = non-rig units op]at+ 9 wat] dep?s betwe5 #ejj & #b1dii feet4 7,,iii7 #d1dgj p] inspection = non-rig units op]at+ 9 wat] dep?s ( less ?an #ejj feet4 7#b7 ,disposition ,am\nts collect$ z fees "u p>agraph 7#a7 %all be deposit$ into ! g5]al fund ( ! ,treasury4 7#c7 ,bill+ 7,a7 ,annual fees ,! ,secret>y %all bill designat$ op]ators "u p>agraph 7#a77;,c77i7 annually1 ) paym5t requir$ n lat] ?an #cj days aft] su* bill+4 7,b7 ,fees = drill+ rigs ,! ,secret>y %all bill designat$ op]ators "u p>agraph 7#a77;,c77ii7 n lat] ?an #cj days aft] ! end ( ! mon? 9 :i* ! inspection occurr$1 ) paym5t requir$ n lat] ?an #cj days aft] su* bill+4 7#d7 ,publication ,! ,secret>y %all annually make available to ! public ! foll[+ in=mation ab\t ea* fee deposit$ into ! ,fund3 7,a7 ,! facility t 0 inspect$4 7,b7 ,! "n ( ! op]ator ( su* facility4 7,c7 ,! am\nt ( ! paym5t4 4 7o7 ,sev]ance fees ,! ,secret>y ( ,int]ior %all collect annual1 non-refundable fees on fossil fuels produc$ 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 n less ?an #j4ej p] b>rel ( oil equival5t on oil & natural gas produc$ f ,f$]al l&s & ! ,out] ,cont95tal ,%elf2 & 7#b7 n less ?an #b p] metric ton ( coal produc$ f ,f$]al l&s4 7p7 ,idl$ well fees 7#a7 ,9 g5]al ,! ,secret>y %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 7#b7 ,am\nts ,except z provid$ 9 p>agraph 7#e71 ! 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 7#c7 ,due date ,an own] ( an idl$ well t is requir$ to pay a fee "u ?is subsection %all submit to ! ,secret>y su* fee by n lat] ?an ,octob] #a ( ea* ye>4 7#d7 ,civil p5alty ,if ! op]ator ( a idl$ well fails to pay ! full am\nt ( a fee "u ?is subsection1 ! ,secret>y may assess a civil p5alty aga9/ ! op]ator "u section #aji ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agai7 z if su* failure to pay 7 a violation "u su* section4 7#e7 ,adju/m5t = inflation ,! ,secret>y %all1 by regulation n less ?an once e #d ye>s1 adju/ ea* fee "u ?is subsection to acc\nt = inflation4 7#f7 ,deposit ,all funds collect$ pursuant to p>agraph 7#a7 %all be deposit$ into ! ,unit$ ,/ates ,treasury ,g5]al ,fund4 7#g7 ,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 7q7 ,annual pipel9e own]s fee ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 ! ,bureau ( ,safety & ,environm5tal ,en=cem5t %all issue regulations to assess an annual fee on own]s ( (f%ore oil & gas pipel9es4 ,su* fee %all n qualify z a transportation all[ance or z a d$uctible co/ 9 calculat+ royalties due to ! ,unit$ ,/ates & %all be no less ?an-- 7#a7 #aj1jjj p] mile = su* pipel9es 9 wat] ) a dep? ( #ejj feet or great]2 & 7#b7 #a1jjj p] mile = pipel9es 9 wat] dep? ( "u #ejj feet4 7r7 ,royalties on all extract$ me?ane 7#a7 ,assessm5t on all production 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,b71 royalties paid = gas produc$ f ,f$]al l&s & on ! ,out] ,cont95tal ,%elf %all be assess$ on all gas produc$1 includ+-- 7i7 gas us$ or consum$ )9 ! area ( ! lease tract = ! b5efit ( ! lease2 & 7ii7 all gas t is consum$ or lo/ by v5t+1 fl>+1 or fugitive releases ?r\gh any equipm5t dur+ up/ream op]ations4 7,b7 ,exception ,subp>agraph 7,a7 %all n apply ) respect to-- 7i7 gas v5t$ or fl>$ = n long] ?an #dh h\rs 9 an acute em]g5cy situation t poses a dang] to human heal?2 & 7ii7 gas us$ or consum$ )9 ! area ( ! lease tract = ! b5efit ( ! lease :5 ! op]ator is a ,tribe or is controll$ by a ,tribe t is locat$ entirely on ! l&s ( su* ,tribe4 7#b7 ,con=m+ am5dm5ts 7,a7 ,m9]al leas+ ,act ,! ,m9]al ,leas+ ,act is am5d$-- 7i7 9 section #ad 7#cj ,u4,s4,c4 #bbc71 by add+ at ! end ! foll[+3 ,royalties %all be assess$ ) respect to oil & gas1 o!r ?an gas v5t$ or fl>$ = n long] ?an #dh h\rs 9 an acute em]g5cy situation t poses a dang] to human heal? & gas us$ or gas consum$ )9 ! area ( ! lease tract = ! b5efit ( ! lease :5 ! op]ator is a ,tribe or is controll$ by a ,tribe t is locat$ entirely on ! l&s ( su* ,tribe1 )\t reg>d to :e!r oil or gas is remov$ or sold f ! leas$ l&42 7ii7 9 section #bb 7#cj ,u4,s4,c4 #bea71 by /rik+ sold or remov$2 & 7iii7 9 section #ca 7#cj ,u4,s4,c4 #ahh71 by /rik+ remov$ or sold ea* place x appe>s4 7,b7 ,out] cont95tal %elf l&s ,act ,! ,out] ,cont95tal ,%elf ,l&s ,act is am5d$-- 7i7 9 section #f7;a77#h7 7#dc ,u4,s4,c4 #acce7;a77#h771 by /rik+ sav$1 remov$1 or sold ea* place x appe>s2 & 7ii7 9 section #h7;a7 7#dc ,u4,s4,c4 #accg7;a77-- 7,i7 9 p>agraph 7#a71 by /rik+ sav$1 remov$1 or sold ea* place x appe>s2 & 7,,ii7 by add+ at ! end ! foll[+3 7#i7 ,royalties "u ?is ,act %all be assess$ ) respect to oil & gas1 o!r ?an gas v5t$ or fl>$ = n long] ?an #dh h\rs 9 an acute em]g5cy situation t poses a dang] to human heal? & gas us$ or gas consum$ )9 ! area ( ! lease tract = ! b5efit ( ! lease :5 ! op]ator is a ,tribe or is controll$ by a ,tribe t is locat$ entirely on ! l&s ( su* ,tribe1 )\t reg>d to :e!r oil or gas is remov$ or sold f ! leas$ l&4 4 7s7 ,elim9ation ( royalty relief 7#a7 ,9 g5]al 7,a7 ,out] ,cont95tal ,%elf ,l&s ,act relat+ to ! susp5sion ( royalties ,section #h7;a77#a77;,h7 ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #accg7;a77#a77;,h77 is am5d$ by /rik+ 1 & ) susp5sion ( royalties = a p]iod1 volume1 or value ( production det]m9$ by ! ,secret>y1 :i* susp5sions may v>y bas$ on ! price ( production f ! lease4 7,b7 ,out] ,cont95tal ,%elf ,l&s ,act relat+ to ! susp5sion ( royalties ,section #h7;a77#a77;,h7 ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #accg7;a77#a77;,h77 is am5d$ by /rik+ 1 & ) susp5sion ( royalties = a p]iod1 volume1 or value ( production det]m9$ by ! ,secret>y1 :i* susp5sions may v>y bas$ on ! price ( production f ! lease4 7,c7 ,out] cont95tal %elf l&s ,act ,section #h7;a77#c7 ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #accg7;a77#c77 is am5d$-- 7i7 by /rik+ subp>agraphs 7,a7 & 7,b72 & 7ii7 by r$esignat+ subp>agraph 7,c7 z subp>agraph 7,a74 7,d7 ,en]gy policy ,act ( #bjje 7i7 ,inc5tives = natural gas production f deep wells 9 ! %all[ wat]s ( ! gulf ( mexico ,section #cdd ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #aeijd7 is repeal$4 7ii7 ,deep wat] production ,section #cde ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #aeije7 is repeal$4 7#b7 ,future provisions ,royalty relief %all n be p]mitt$ "u a lease issu$ "u section #h ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #accg74 7#c7 ,provisions relat+ to naval petroleum res]ve 9 ,alaska ,section #ajg ( ! ,naval ,petroleum ,res]ves ,production ,act ( #aigf 7#db ,u4,s4,c4 #fejf;a7 is am5d$-- 7,a7 9 subsection 7i71 by /rik+ p>agraphs 7#b7 ?r\gh 7#f72 & 7,b7 by /rik+ subsection 7k74 7#d7 ,royalty relief "u ! m9]al leas+ ,act 7,a7 ,repeal ,section #ci ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #bji7 is repeal$4 7,b7 ,con=m+ am5dm5ts 7i7 ,section #hgba7;b7 ( title #aj1 ,unit$ ,/ates ,code1 is am5d$ by /rik+ #bjb-bji & ins]t+ #bjb-bjh4 7ii7 ,section #hgce7;a7 ( title #aj1 ,unit$ ,/ates ,code1 is am5d$ by /rik+ #bjb-bji & ins]t+ #bjb-bjh4 7iii7 ,section #ca7;h7 ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #ahh7;h77 is am5d$ by /rik+ & ! provisions ( section #ci ( ?is ,act4 #gjhje4 ,civil & crim9al p5alties 7a7 ,m9]al leas+ ,act ,section #da ( ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #aie7 is am5d$-- 7#a7 9 subsection 7b71 by /rik+ #ejj1jjj & ins]t+ #a1jjj1jjj2 & 7#b7 9 subsection 7c71 by /rik+ #ajj1jjj & ins]t+ #bej1jjj4 7b7 ,f$]al oil & gas royalty managem5t ,act ( #aihb ,! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb is am5d$-- 7#a7 9 section #aji 7#cj ,u4,s4,c4 #agai7-- 7,a7 9 subsection 7a77#b71 by /rik+ #ejj & ins]t+ #a1ejj2 7,b7 9 subsection 7b71 by /rik+ #e1jjj;& ins]t+ #ae1jjj2 7,c7 9 subsection 7c77#c71 by /rik+ #aj1jjj & ins]t+ #cj1jjj2 7,d7 9 subsection 7d77#c71 by /rik+ #be1jjj & ins]t+ #ge1jjj2 7,e7 by r$esignat+ exi/+ subsections 7e7 ?r\gh 7l7 z 7f7 ?r\gh 7m71 respectively2 & 7,f7 by add+ at ! end3 7n7 ,inflation adju/m5t ( maximum p5alties 7#a7 ,! maximum civil p5alty am\nts li/$ 9 subsections 7a7 ?r\gh 7d7 %all automatically adju/ = inflation on ! #a/ day ( ea* cal5d> ye> 9 accordance ) ! provisions ( ?is subsection4 7#b7 ,! inflation adju/m5t "u ?is subsection %all be bas$ on ! ,consum] ,price ,index publi%$ by ! ,dep>tm5t ( ,labor = all ,urban ,consum]s 7,,cpi-,u7 & %all be calculat$ by ! p]c5tage *ange1 if any1 by :i* ! ,,cpi-,u = ! mon? ( ,octob] prec$+ ! adju/m5t date exce$s ! ,,cpi-,u = ! mon? ( ,octob] "o ye> be=e4 7#c7 ,! ,secret>y w provide suffici5t notice ( adju/$ p5alties by publi%+ ! adju/$ maximum civil p5alty am\nts on a public website ( ! ,dep>tm5t4 7#d7 ,! ,secret>y w provide notice1 9 writ+1 to ! ,committee on ,natural ,res\rces ( ! ,dep>tm5t's int5t to adju/ su* p5alties #ahj days be=e publi%+ ! adju/$ maximum civil p5alty am\nts on a public website ( ! ,dep>tm5t "u p>agraph 7#c74 2 & 7#b7 9 section #aaj1 by /rik+ #ej1jjj & ins]t+ #aej1jjj4 7c7 ,out] cont95tal %elf l&s ,act 7#a7 ,civil p5alty1 g5]ally ,section #bd7;b7 ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acej7;b77 is am5d$ to read z foll[s3 7b7 ,civil p5alties 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 any p]son :o fails to comply ) any provision ( ?is ,act1 or any t]m ( a lease1 lic5se1 or p]mit issu$ pursuant to ?is ,act1 or any regulation or ord] issu$ "u ?is ,act1 %all be liable = a civil adm9i/rative p5alty ( n m ?an #ge1jjj = ea* day ( ! cont9uance ( su* failure4 ,! ,secret>y may assess1 collect1 & compromise any su* p5alty4 7#b7 ,opportunity = a he>+ ,no p5alty %all be assess$ until ! p]son *>g$ ) a violation has be5 giv5 an opportunity = a he>+4 7#c7 ,adju/m5t = inflation ,! ,secret>y %all1 by regulation at lea/ e #c ye>s1 adju/ ! p5alty specifi$ 9 ?is p>agraph to reflect any increases 9 inflation4 7#d7 ,?reat ( h>m ,if a failure describ$ 9 p>agraph 7#a7 con/itutes or con/itut$ a ?reat ( h>m or damage to life1 prop]ty1 any m9]al deposit1 or ! m>9e1 coa/al1 or human environm5t1 a civil p5alty ( n m ?an #aej1jjj %all be assess$ = ea* day ( ! cont9uance ( ! failure4 4 7#b7 ,kn[+ & willful violations ,section #bd7;c7 ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acej7;c77 is am5d$ by /rik+ #ajj1jjj & ins]t+ #a1jjj1jjj4 7#c7 ,(fic]s & ag5ts ( corporations ,section #bd7;d7 ( ! ,out] ,cont95tal ,%elf ,l&s ,act 7#dc ,u4,s4,c4 #acej7;d77 is am5d$ by /rik+ kn[+ly & willfully au?oriz$1 ord]$1 or c>ri$ out & ins]t+ au?oriz$1 ord]$1 c>ri$ out1 or ?r\gh reckless disreg>d ( ! law caus$4 #gjhjf4 ,te*nical am5dm5ts to ,,fogrma 7a7 ,am5dm5ts to def9itions ,section #c ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agjb7 is am5d$-- 7#a7 9 p>agraph 7#bj77;,a71 by /rik+ 3 ,provid$1 ,t & all t foll[s ?r\gh subject ( ! judicial proce$+2 7#b7 9 p>agraph 7#bj77;,b71 by /rik+ 7) writt5 notice to ! lessee :o designat$ ! designee72 7#c7 9 p>agraph 7#bc77;,a71 by /rik+ 7) writt5 notice to ! lessee :o designat$ ! designee72 7#d7 by am5d+ p>agraph 7#bd7 to read z foll[s3 7#bd7 designee means a p]son :o pays1 (fsets1 or cr$its monies1 makes adju/m5ts1 reque/s & receives refunds1 or submits reports ) respect to paym5ts a lessee mu/ make pursuant to section #ajb7;a72 2 7#e7 9 p>agraph 7#be71 9 subp>agraph 7,b7-- 7,a7 by /rik+ 7subject to ! provisions ( section #ajb7;a7 ( ?is ,act72 & 7,b7 9 clause 7ii71 by /rik+ subclause 7,,iv7 & all t foll[s ?r\gh ! end ( ! subp>agraph & ins]t+ ! foll[+3 7,,iv7 any assignm5t1 t arises f or relates to any lease1 easem5t1 "r-(-way1 p]mit1 or o!r agreem5t reg>dless ( =m adm9i/]$ by ! ,secret>y =1 or any m9]al leas+ law relat$ to1 ! exploration1 production1 & developm5t ( oil & gas or o!r en]gy res\rce on ,f$]al l&s or ! ,out] ,cont95tal ,%elf2 2 & 7#f7 9 p>agraph 7#bi71 by ins]t+ or p]mit aft] lease4 7b7 ,compliance reviews ,section #aja ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agaa7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7d7 ,! ,secret>y may1 z an adjunct to audits ( acc\nts = leases1 conduct compliance reviews ( acc\nts4 ,su* reviews %all n con/itute nor sub/itute = audits ( lease acc\nts4 ,! ,secret>y %all imm$iately ref] any disp>ity uncov]$ 9 su* a compliance review to a program auditor4 ,! ,secret>y %all1 be=e completion ( a compliance review1 provide notice ( ! review to designees ^: obligations are ! subject ( ! review4 4 7c7 ,liability = royalty paym5ts ,section #ajb7;a7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agab7;a77 is am5d$ to read z foll[s3 7a7 ,liability = royalty paym5ts 7#a7 ,"t & mann] ( paym5t ,9 ord] to increase receipts & a*ieve effective collections ( royalty & o!r paym5ts1 a lessee :o is requir$ to make any royalty or o!r paym5t "u a lease1 easem5t1 "r-(-way1 p]mit1 or o!r agreem5t1 reg>dless ( =m1 or "u ! m9]al leas+ laws1 %all make su* paym5t 9 ! "t & mann] z may be specifi$ by ! ,secret>y or ! applicable delegat$ ,/ate4 7#b7 ,designee ,any p]son :o pays1 (fsets1 or cr$its monies1 makes adju/m5ts1 reque/s & receives refunds1 or submits reports ) respect to paym5ts ! lessee mu/ make is ! lessee's designee "u ?is ,act4 7#c7 ,liability ,a designee %all be liable = any paym5t obligation ( any lessee on ^: behalf ! designee pays royalty "u ! lease4 ,! p]son own+ op]at+ rights 9 a lease & a p]son own+ legal record title 9 a lease %all be liable = t p]son's pro rata %>e ( paym5t obligations "u ! lease4 4 7d7 ,recordkeep+ ,section #ajc7;b7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agac7;b77 is am5d$ by /rik+ #f & ins]t+ #g4 7e7 ,adju/m5ts & refunds ,section #aaa;,a ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agba;a7 is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 by am5d+ p>agraph 7#c7 to read z foll[s3 7#c7 7,a7 ,an adju/m5t or a reque/ = a refund = an obligation may be made aft] ! adju/m5t p]iod only ^u writt5 notice to & approval by ! ,secret>y or ! applicable delegat$ ,/ate1 z appropriate1 dur+ an audit ( ! p]iod :i* includes ! production mon? = :i* ! adju/m5t is be+ made4 7,b7 ,except z provid$ 9 subp>agraph 7,c71 no adju/m5t may be made ) respect to an obligation aft] ! completion ( an audit or compliance review ( su* obligation unless su* adju/m5t is approv$ by ! ,secret>y or ! applicable delegat$ ,/ate1 z appropriate4 7,c7 ,if an ov]paym5t is id5tifi$ dur+ an audit1 ! ,secret>y %all all[ a cr$it 9 ! am\nt ( ! ov]paym5t4 2 & 7,b7 9 p>agraph 7#d7-- 7i7 by /rik+ six-ye> & ins]t+ f\r-ye>2 & 7ii7 by /rik+ p]iod %all & ins]t+ p]iod may2 & 7#b7 9 subsection 7b77#a7-- 7,a7 9 subp>agraph 7,c71 by /rik+ &2 7,b7 9 subp>agraph 7,d71 by /rik+ ! p]iod & ins]t+ 2 &2 & 7,c7 by add+ at ! end ! foll[+3 7,e7 is made )9 ! adju/m5t p]iod = t obligation4 4 7f7 ,obligation p]iod 7#a7 ,section #aae7;b77#a7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agbd7;b77#a77 is am5d$ to read z foll[s3 7#a7 ,! ,secret>y or a delegat$ ,/ate %all comm5ce a judicial proce$+ or dem& :i* arises f1 or relates to an obligation1 )9 sev5 ye>s f ! date on :i* ! obligation becomes due & if n s comm5c$ %all be b>r$4 ,a lessee %all comm5ce a judicial proce$+ or dem& :i* arises f1 or relates to an obligation1 )9 f\r ye>s f ! date on :i* an obligation becomes due & if n s comm5c$ %all be b>r$4 ,if ! ,secret>y1 a delegat$ ,/ate1 a lessee1 or designee is b>r$ f comm5cem5t ( a judicial proce$+ or dem& = an obligation1 x-- 7,a7 %all n take any o!r or fur!r action reg>d+ t obligation1 includ+ 7b n limit$ to7 ! issuance ( any ord]1 reque/1 dem& or o!r communication seek+ any docum5t1 acc\nt+1 det]m9ation1 calculation1 recalculation1 paym5t1 pr9cipal1 int]e/1 assessm5t1 or p5alty or ! initiation1 pursuit or completion ( an audit ) respect to t obligation2 & 7,b7 %all n pursue any o!r equitable or legal rem$y1 includ+ equitable rec\pm5t1 :e!r "u /atute or common law1 ) respect to an action on1 def5se aga9/1 or an en=cem5t ( said obligation4 4 7#b7 ,section #aae7;c7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agbd7;c77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,adju/m5ts ,9 ! case ( an adju/m5t "u section #aaa;,a7a7 9 :i* a rec\pm5t by ! lessee results 9 an und]paym5t ( an obligation1 ! obligation becomes due on ! date ! lessee or its designee makes ! adju/m5t4 4 7g7 ,appeals ,section #aae7;h7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agbd7;h77 is am5d$-- 7#a7 9 p>agraph 7#a71 9 ! head+1 by /rik+ #cc-mon? & ins]t+ #dh-mon?2 7#b7 by /rik+ #cc mon?s ea* place x appe>s & ins]t+ #dh mon?s2 & 7#c7 by /rik+ #cc-mon? ea* place x appe>s & ins]t+ #dh-mon?4 7h7 ,p5alty = late or incorrect report+ ( data 7#a7 ,9 g5]al ,! ,secret>y ( ! ,int]ior %all issue regulations by n lat] ?an #a ye> aft] ! date ( enactm5t ( ?is ,act t e/abli% a civil p5alty = late or incorrect report+ ( data "u ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb4 7#b7 ,am\nt ,! am\nt ( ! civil p5alty %all be-- 7,a7 an am\nt t ! ,secret>y det]m9es is suffici5t to ensure fil+ ( data 9 accordance ) t ,act2 & 7,b7 n less ?an #aj = ea* failure to file correct data 9 accordance ) t ,act4 7#c7 ,cont5t ( regulations ,except z provid$ 9 p>agraph 7#b71 ! regulations issu$ "u ?is section %all be sub/antially simil> to section #baf4dj ( title #cj1 ,code ( ,f$]al ,regulations1 z mo/ rec5tly 9 effect be=e ! date ( enactm5t ( ?is ,act4 7i7 ,%>$ p5alties ,section #bjf ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agcf7 is am5d$ by /rik+ ,any paym5ts "u ?is section %all be r$uc$ by an am\nt equal to any paym5ts provid$ or due to su* ,/ate or ,indian ,tribe "u ! coop]ative agreem5t or delegation1 z applicable1 dur+ ! fiscal ye> 9 :i* ! civil p5alty is receiv$1 up to ! total am\nt provid$ or due = t fiscal ye>44 7j7 ,adju/m5ts & refunds ,section #aaa;,a ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agba;a7 is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 by am5d+ p>agraph 7#c7 to read z foll[s3 7#c7 7,a7 ,an adju/m5t or a reque/ = a refund = an obligation may be made aft] ! adju/m5t p]iod only ^u writt5 notice to & approval by ! ,secret>y or ! applicable delegat$ ,/ate1 z appropriate1 dur+ an audit ( ! p]iod :i* includes ! production mon? = :i* ! adju/m5t is be+ made4 7,b7 ,except z provid$ 9 subp>agraph 7,c71 no adju/m5t may be made ) respect to an obligation aft] ! completion ( an audit or compliance review ( su* obligation unless su* adju/m5t is approv$ by ! ,secret>y or ! applicable delegat$ ,/ate1 z appropriate4 7,c7 ,if an ov]paym5t is id5tifi$ dur+ an audit1 ! ,secret>y %all all[ a cr$it 9 ! am\nt ( ! ov]paym5t4 2 & 7,b7 9 p>agraph 7#d7-- 7i7 by /rik+ six-ye> & ins]t+ f\r-ye>2 & 7ii7 by /rik+ p]iod %all & ins]t+ p]iod may2 & 7#b7 9 subsection 7b77#a7-- 7,a7 9 subp>agraph 7,c71 by /rik+ &2 7,b7 9 subp>agraph 7,d71 by /rik+ ! p]iod & ins]t+ 2 &2 & 7,c7 by add+ at ! end ! foll[+3 7,e7 is made )9 ! adju/m5t p]iod = t obligation4 4 7k7 ,toll+ agreem5ts & subpo5as 7#a7 ,toll+ agreem5ts ,section #aae7;d77#a7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agbd7;d77#a77 is am5d$-- 7,a7 by /rik+ 7) notice to ! lessee :o designat$ ! designee72 & 7,b7 by add+ at ! end ,a toll+ agreem5t execut$ by a designee %all b9d bo? ! own] ( legal record title 9 a lease & ! own] ( op]at+ rights 9 a lease1 & any designee4 ,! own] ( ! legal record title & ! own] ( op]at+ rights 9 a lease %all be b\nd by ! toll+ agreem5t to ! ext5t ( _! pro rata %>e ( paym5t obligations "u ! lease44 7#b7 ,subpo5as ,section #aae7;d77#b77;,a7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agbd7;d77#b77;,a77 is am5d$ by /rik+ 7) notice to ! lessee :o designat$ ! designee1 :i* notice %all n con/itute a subpo5a to ! lessee74 7l7 ,requir$ recordkeep+ = natural gas plants 7#a7 ,n lat] ?an #a ye> aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y ( ! ,int]ior %all publi% f9al regulations ) respect to requir$ recordkeep+1 "u ! au?ority provid$ 9 section #ajc ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agac71 z am5d$ by ?is ,act4 7#b7 ,section #ajc7;a7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agac7;a77 is am5d$ to read3 7a7 ,a lessee1 op]ator1 or o!r p]son directly involv$ 9 develop+1 produc+1 treat+1 transport+1 process+1 pur*as+1 or sell+ oil or gas subject to ?is *apt] ?r\gh ! po9t ( fir/ arm's-l5g? sale1 ! po9t ( royalty det]m9ation1 or ! po9t t process+ is complete1 :i*ev] is lat]1 %all e/abli% & ma9ta9 any records1 make any reports1 & provide any in=mation t ! ,secret>y may1 by rule1 reasonably require = ! purposes ( implem5t+ ?is *apt] or det]m9+ compliance ) rules or ord]s "u ?is *apt]4 ,^u ! reque/ ( any (fic] or employee duly designat$ by ! ,secret>y or any ,/ate or ,indian ,tribe conduct+ an audit or inve/igation pursuant to ?is *apt]1 ! appropriate records1 reports1 or in=mation :i* may be requir$ by ?is section %all be made available = inspection & duplication by su* (fic] or employee1 ,/ate1 or ,indian ,tribe4 4 7m7 ,entitlem5ts 7#a7 ,direct$ rulemak+ ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y ( ! ,int]ior %all publi% f9al regulations prescrib+ :5 a ,f$]al lessee or designee mu/ report & pay royalties on oil & gas production = ea* mon? bas$ on-- 7,a7 ! volume ( oil & gas produc$ f a lease or allocat$ to ! lease 9 accordance ) ! t]ms ( a unit or communitization agreem5t2 or 7,b7 ! actual volume ( oil & gas sold by or on behalf ( ! lessee4 7#b7 #ajj p]c5t entitlem5t report+ & pay+ ,! ,secret>y %all give consid]ation to requir+ all report+ & pay+ bas$ on ! volume ( oil & gas produc$ f a lease or allocat$ to ! lease 9 accordance ) ! t]ms ( a unit or communitization agreem5t )\t reg>d to ! actual volume ( oil & gas sold by or on behalf ( a lessee4 7#c7 ,volume allocation ( oil & gas production ,section #aaa7;i7 ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act ( #aihb 7#cj ,u4,s4,c4 #agba7;i77 is am5d$ to read3 7i7 ,volume allocation ( oil & gas production ,except z o!rwise provid$ by ?is subsection-- 7,a7 a lessee or its designee ( a lease 9 any unit or communitization agreem5t %all report & pay royalties on oil & gas production = ea* production mon? bas$ on ! volume ( oil & gas produc$ f su* agreem5t & allocat$ to ! lease 9 accordance ) ! t]ms ( ! agreem5t2 & 7,b7 a lessee or its designee ( a lease t is n conta9$ 9 a unit or communitization agreem5t %all report & pay royalties on oil & gas production = ea* production mon? bas$ on ! volume ( oil & gas produc$ f ! lease unless ! ,secret>y promulgates a f9al rule to all[ or require t ! lessee report & pay royalties on oil & gas production = ea* production mon? bas$ on ! actual volume ( production sold by or on behalf ( t lessee4 4 #gjhjg4 ,h>drock m9+ 7a7 ,ab&on$ m9e l& cleanup ,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$ #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = all activities necess>y to inv5tory1 assess1 decommission1 reclaim1 respond to haz>d\s sub/ance releases on1 & rem$iate ab&on$ locatable m9]als m9e l&4 7b7 ,royalty 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b7 & subject to p>agraph 7#c71 production ( all locatable m9]als f any m9+ claim locat$ "u ! g5]al m9+ laws & ma9ta9$ 9 compliance ) ?is ,act1 or m9]al conc5trates or products d]iv$ f locatable m9]als f any su* m9+ claim1 z ! case may be1 %all be subject to a royalty ( #h p]c5t ( ! gross income f m9+4 ,! claim hold] or any op]ator to :om ! claim hold] has assign$ ! obligation to make royalty paym5ts "u ! claim & any p]son :o controls su* claim hold] or op]ator %all be liable = paym5t ( su* royalties4 7#b7 ,royalty = ,f$]al l&s subject to approv$ plan ( op]ations ,! royalty "u p>agraph 7#b7 %all be #d p]c5t 9 ! case ( any ,f$]al l& t is subject to an approv$ plan ( op]ations on ! date ( ! enactm5t ( ?is ,act4 7#c7 ,f$]al l& add$ to exi/+ plans ( op]ations ,any ,f$]al l& add$ ?r\gh a plan modification to a m9+ plan ( op]ations t is submitt$ aft] ! date ( enactm5t ( ?is ,act %all be subject to ! royalty t applies to ,f$]al l& "u p>agraph 7#a74 7#d7 ,limitation on application 7,a7 ,9 g5]al ,any royalty "u ?is subsection %all n apply to small m9]s4 ,9 ?is subp>agraph1 ! t]m small m9] means a p]son 7includ+ all relat$ p>ties !reto7 t c]tifies to ! ,secret>y 9 writ+ t ! p]son _h annual gross income 9 ! prec$+ cal5d> ye> f m9]al production 9 an am\nt less ?an #ajj1jjj4 7,b7 ,relat$ p>ties def9$ ,= ! purposes ( ?is p>agraph1 ! t]m relat$ p>ties means1 ) respect to a p]son-- 7i7 ! sp\se & all dep5d5ts 7z def9$ 9 section #aeb ( ! ,int]nal ,rev5ue ,code ( #aihf 7#bf ,u4,s4,c4 #aeb77 ( ! p]son2 or 7ii7 ano!r p]son :o is affiliat$ ) ! p]son1 includ+-- 7,i7 ano!r p]son :o controls1 is controll$ by1 or is "u common control ) ! p]son2 & 7,,ii7 a subsidi>y or p>5t company or corporation ( ! p]son4 7,c7 ,control def9$ ,= purposes ( ?is p>agraph1 ! t]m control includes actual control1 legal control1 & ! p[] to ex]cise control1 ?r\gh or by common directors1 (fic]s1 /ockhold]s1 a vot+ tru/1 or a hold+ company or inve/m5t company1 or any o!r means4 7#e7 ,duties ( claim hold]s1 op]ators1 & transport]s 7,a7 ,regulation ,! ,secret>y %all prescribe by rule ! "t & mann] 9 :i*-- 7i7 a p]son :o is requir$ to make a royalty paym5t "u ?is section %all make su* paym5t2 & 7ii7 %all notify ! ,secret>y ( any assignm5t t su* p]son may h made ( ! obligation to make any royalty or o!r paym5t "u a m9+ claim "u ?is section4 7,b7 ,writt5 in/rum5t ,any p]son pay+ royalties "u ?is section %all file a writt5 in/rum5t1 toge!r ) ! fir/ royalty paym5t1 affirm+ t su* p]son is responsible = mak+ prop] paym5ts = all am\nts due = all "t p]iods = :i* su* p]son has a paym5t responsibility4 7,c7 ,additional am\nts ,su* responsibility = ! p]iods ref]r$ to 9 subp>agraph 7,b7 %all include any & all additional am\nts bill$ by ! ,secret>y & det]m9$ to be due by f9al ag5cy or judicial action4 7,d7 ,jo9t & sev]al liability ,any p]son liable = royalty paym5ts "u ?is section :o assigns any paym5t obligation %all rema9 jo9tly & sev]ally liable = all royalty paym5ts due = ! p]iod4 7,e7 ,obligations ,a p]son conduct+ m9]al activities %all-- 7i7 develop & comply ) ! site security provisions 9 ! m9+ plan ( op]ations design$ to protect f !ft ! h>drock m9]als1 conc5trates1 or products d]iv$ !refrom t are produc$ or /or$ on ! area subject to a m9+ claim or lease1 & su* provisions %all con=m ) su* m9imum /&>ds z ! ,secret>y may prescribe by rule1 tak+ into acc\nt ! v>iety ( circum/ances on areas subject to m9+ claims & leases2 & 7ii7 n lat] ?an ! #e? bus9ess day aft] production beg9s any:]e on an area subject to a m9+ claim1 or production resumes aft] m ?an #ij days aft] production 0 susp5d$1 notify ! ,secret>y1 9 ! mann] prescrib$ by ! ,secret>y1 ( ! date on :i* su* production has begun or resum$4 7,f7 ,requir$ docum5tation ,! ,secret>y may by rule require any p]son engag$ 9 transport+ a h>drock m9]al1 conc5trate1 or product d]iv$ !refrom to c>ry on 8 or h] p]son1 9 8 or h] vehicle1 or 9 8 or h] imm$iate control1 docum5tation %[+1 at a m9imum1 ! am\nt1 orig91 & int5d$ de/9ation ( ! h>drock m9]al1 conc5trate1 or product d]iv$ !refrom 9 su* circum/ances z ! ,secret>y det]m9es is appropriate4 7#f7 ,recordkeep+ & report+ requirem5ts 7,a7 ,9 g5]al ,a claim hold]1 op]ator1 or o!r p]son directly involv$ 9 develop+1 produc+1 process+1 transport+1 pur*as+1 or sell+ h>drock m9]als1 conc5trates1 or products d]iv$ !refrom1 subject to ?is section1 %all e/abli% & ma9ta9 any records1 make any reports1 & provide any in=mation t ! ,secret>y may reasonably require = ! purposes ( implem5t+ ?is section or det]m9+ compliance ) rules or ord]s "u ?is section4 ,su* records %all include p]iodic reports1 records1 docum5ts1 & o!r data4 ,su* reports may also include p]t95t te*nical & f9ancial data relat+ to ! quantity1 quality1 composition volume1 weight1 & assay ( all m9]als extract$ f ! m9+ claim or lease4 7,b7 ,=feiture ,failure by a claim hold] or op]ator to coop]ate ) su* an audit1 provide data requir$ by ! ,secret>y1 or grant access to in=mation may1 at ! discretion ( ! ,secret>y1 be decl>$ void4 7,c7 ,ma9t5ance ( records ,records requir$ by ! ,secret>y "u ?is section %all be ma9ta9$ = #g ye>s aft] release ( f9ancial assurance unless ! ,secret>y notifies ! op]ator t ! ,secret>y has initiat$ an audit or inve/igation involv+ su* records & t su* records mu/ be ma9ta9$ = a long] p]iod4 ,9 any case :5 an audit or inve/igation is und]way1 records %all be ma9ta9$ until ! ,secret>y releases ! op]ator ( ! obligation to ma9ta9 su* records4 7#g7 ,audits ,! ,secret>y is au?oriz$ to conduct su* audits ( all op]ators1 transport]s1 pur*as]s1 processors1 or o!r p]sons directly or indirectly involv$ 9 ! production or sale ( m9]als cov]$ by ?is section1 z ! ,secret>y deems necess>y = ! purposes ( ensur+ compliance ) ! requirem5ts ( ?is section4 ,= purposes ( p]=m+ su* audits1 ! ,secret>y %all1 at reasonable times & ^u reque/1 h access to1 & may copy1 all books1 pap]s & o!r docum5ts t relate to compliance ) any provision ( ?is section by any p]son4 7#h7 ,int]e/ & sub/antial und]report+ assessm5ts 7,a7 ,paym5ts n receiv$ ,9 ! case ( production :]e royalty paym5ts are n receiv$ by ! ,secret>y on ! date t su* paym5ts are due1 ! ,secret>y %all *>ge int]e/ on su* und]paym5ts at ! same int]e/ rate z ! rate applicable "u section #ffba7;a77#b7 ( ! ,int]nal ,rev5ue ,code ( #aihf4 ,9 ! case ( an und]paym5t1 int]e/ %all be comput$ & *>g$ only on ! am\nt ( ! defici5cy & n on ! total am\nt4 7,b7 ,und]report+ ,if !re is any und]report+ ( royalty ow$ on production = any production mon? by any p]son liable = royalty paym5ts "u ?is section1 ! ,secret>y %all assess a p5alty ( n great] ?an #be p]c5t ( ! am\nt ( t und]report+4 7,c7 ,self-report+ ,! ,secret>y may waive or r$uce ! assessm5t provid$ 9 subp>agraph 7,b7 if ! p]son liable = royalty paym5ts "u ?is section corrects ! und]report+ be=e ! date su* p]son receives notice f ! ,secret>y t an und]report+ may h occurr$1 or be=e #ij days aft] ! date ( ! enactm5t ( ?is section1 :i*ev] is lat]4 7,d7 ,waiv] ,! ,secret>y %all waive any portion ( an assessm5t "u subp>agraph 7,b7 attributable to t portion ( ! und]report+ = :i* ! p]son responsible = pay+ ! royalty demon/rates t-- 7i7 su* p]son _h writt5 au?orization f ! ,secret>y to report royalty on ! value ( ! production on basis on :i* x 0 report$2 7ii7 su* p]son _h sub/antial au?ority = report+ royalty on ! value ( ! production on ! basis on :i* x 0 report$2 7iii7 su* p]son previ\sly _h notifi$ ! ,secret>y1 9 su* mann] z ! ,secret>y may by rule prescribe1 ( relevant reasons or facts affect+ ! royalty treatm5t ( specific production :i* l$ to ! und]report+2 or 7iv7 su* p]son meets any o!r exception :i* ! ,secret>y may1 by rule1 e/abli%4 7,e7 ,def9ition ,= ! purposes ( ?is subsection1 ! t]m und]report+ means ! diff]5ce betwe5 ! royalty on ! value ( ! production t %\ld h be5 report$ & ! royalty on ! value ( ! production :i* 0 report$1 if ! value t %\ld h be5 report$ is great] ?an ! value t 0 report$4 7#i7 ,exp&$ royalty obligations ,ea* p]son liable = royalty paym5ts "u ?is section %all be jo9tly & sev]ally liable = royalty on all h>drock m9]als1 conc5trates1 or products d]iv$ !refrom lo/ or wa/$ f a m9+ claim :5 su* loss or wa/e is due to neglig5ce on ! "p ( any p]son or due to ! failure to comply ) any rule1 regulation1 or ord] issu$ "u ?is section4 7#aj7 ,gross income f m9+ def9$ ,= ! purposes ( ?is section1 = any h>drock m9]al1 ! t]m gross income f m9+ has ! same mean+ z ! t]m gross income 9 ! ,int]nal ,rev5ue ,code ( #aihf 7#bf ,c4,f4,r4 #fa74 7#aa7 ,effective date ,royalties "u ?is section %all take effect ) respect to ! production ( h>drock m9]als aft] ! enactm5t ( ?is ,act1 b any royalty paym5ts attributable to production dur+ ! fir/ #ab cal5d> mon?s aft] ! enactm5t ( ?is ,act %all be payable at ! expiration ( su* #ab-mon? p]iod4 7#ab7 ,failure to comply ) royalty requirem5ts ,any p]son :o fails to comply ) ! requirem5ts ( ?is section or any regulation or ord] issu$ to implem5t ?is section %all be liable = a civil p5alty "u section #aji ( ! ,f$]al ,oil & ,gas ,royalty ,managem5t ,act 7#cj ,u4,s4,c4 #agai7 to ! same ext5t z if ! claim ma9ta9$ 9 compliance ) ?is title 7 a lease "u su* ,act4 7c7 ,reclamation fee 7#a7 ,imposition ( fee ,except z provid$ 9 p>agraph 7#g71 ea* op]ator conduct+ h>drock m9]al activities %all pay to ! ,secret>y ( ! ,int]ior a reclamation fee ( #g c5ts p] ton ( displac$ mat]ial4 7#b7 ,paym5t deadl9e ,su* reclamation fee %all be paid n lat] ?an #fj days aft] ! end ( ea* cal5d> ye> beg9n+ ) ! fir/ cal5d> ye> occurr+ aft] ! date ( enactm5t ( ?is ,act4 7#c7 ,submission ( /atem5t ,all op]ators conduct+ h>drock m9]al activities %all submit to ! ,secret>y a /atem5t ( ! am\nt ( displac$ mat]ial produc$ dur+ m9]al activities dur+ ! previ\s cal5d> ye>1 ! accuracy ( :i* %all be sworn to by ! op]ator & not>iz$4 7#d7 ,p5alty ,any corporate (fic]1 ag5t1 or director ( a p]son conduct+ h>drock m9]al activities1 & any o!r p]son act+ on behalf ( su* a p]son1 :o kn[+ly makes any false /atem5t1 repres5tation1 or c]tification1 or kn[+ly fails to make any /atem5t1 repres5tation1 or c]tification1 requir$ "u ?is section ) respect to su* op]ation %all1 ^u conviction1 be puni%$ by a f9e ( n m ?an #aj1jjj4 7#e7 ,civil action to recov] fee ,any portion ( su* reclamation fee n prop]ly or promptly paid pursuant to ?is section %all be recov]able1 ) /atutory int]e/1 f ! h>drock m9]al activities op]ator1 9 any c\rt ( compet5t jurisdiction 9 any action at law to compel paym5t ( debts4 7#f7 ,effect ,no?+ 9 ?is section requires a r$uction 91 or o!rwise affects1 any simil> fee requir$ "u any law 7includ+ regulations7 ( any ,/ate4 7#g7 ,exemption ,! fee "u ?is section %all n apply = small m9]s4 7#h7 ,def9itions 7,a7 ,! t]m displac$ mat]ial means any unprocess$ ore & wa/e dislodg$ f its location at ! "t h>drock m9]al activities beg9 at a surface1 und]gr\nd1 or 9-situ m9e4 7,b7 ,! t]m h>drock m9]al-- 7i7 means any m9]al t 0 subject to location "u ! g5]al m9+ laws z ( ! date ( enactm5t ( ?is ,act1 & t is n subject to disposition "u-- 7,i7 ! ,m9]al ,leas+ ,act 7#cj ,u4,s4,c4 #aha et seq472 7,,ii7 ! ,geo!rmal ,/eam ,act ( #aigj 7#cj ,u4,s4,c4 #ajja et seq472 7,,iii7 ! ,act ( ,july #ca1 #aidg1 commonly kn[n z ! ,mat]ials ,act ( #aidg 7#cj ,u4,s4,c4 #fja et seq472 or 7,,iv7 ! ,m9]al ,leas+ = ,acquir$ ,l&s ,act 7#cj ,u4,s4,c4 #cea et seq472 & 7ii7 does n include any m9]al t is subject to a re/riction aga9/ ali5ation impos$ by ! ,unit$ ,/ates & is-- 7,i7 held 9 tru/ by ! ,unit$ ,/ates = any ,indian or ,indian ,tribe1 z def9$ 9 section #b ( ! ,indian ,m9] ,developm5t ,act ( #aihb 7#be ,u4,s4,c4 #baja72 or 7,,ii7 own$ by any ,indian or ,indian ,tribe1 z def9$ 9 t section4 7,c7 ,! t]m m9]al activities means any activity on a m9+ claim1 mill site1 or tunnel site1 or a m9+ plan ( op]ations1 =1 relat$ to1 or incid5tal to1 m9]al exploration1 m9+1 b5eficiation1 process+1 or reclamation activities = any h>drock m9]al4 7,d7 ,! t]m op]ator means any p]son au?oriz$ at ! date ( enactm5t ( ?is ,act or propos+ aft] ! date ( enactm5t ( ?is ,act to conduct m9]al activities "u ! ,m9+ ,law ( #ahgb 7#cj ,u4,s4,c4 #bb7;& any ag5t ( su* p]son4 7,e7 ,! t]m small m9] means a p]son 7includ+ all relat$ p>ties !reto7 t c]tifies to ! ,secret>y 9 writ+ t ! p]son _h annual gross income 9 ! prec$+ cal5d> ye> f m9]al production 9 an am\nt less ?an #ajj1jjj4 7,f7 ,! t]m displac$ mat]ial means any crude ore & wa/e dislodg$ f its location at ! "t h>drock m9]al activities beg9 at a surface1 und]gr\nd1 or 9-situ m9e4 7d7 ,claim ma9t5ance fee 7#a7 ,h>drock m9+ claim ma9t5ance fee 7,a7 ,requir$ fees 7i7 ,= ea* unpat5t$ m9+ claim1 mill1 or tunnel site on f$]ally own$ l&s1 :e!r locat$ be=e1 on1 or aft] ! date ( enactm5t ( ?is ,act1 ea* claimant %all pay to ! ,secret>y1 on or be=e ,septemb] #a ( ea* ye>1 a claim ma9t5ance fee ( #bjj p] claim to hold su* unpat5t$ m9+ claim1 mill or tunnel site = ! assessm5t ye> beg9n+ at noon on ! next day1 ,septemb] #a4 7ii7 ,= ea* unpat5t$ plac] m9+ claim on f$]ally own$ l&s1 :e!r locat$ be=e1 on1 or aft] ! date ( enactm5t ( ?is ,act1 ea* claimant %all pay to ! ,secret>y1 on or be=e ,septemb] #a ( ea* ye>1 a claim ma9t5ance fee ( #bjj = ea* #bj acres ( ! plac] claim or portion !re(4 7iii7 ,su* claim ma9t5ance fee describ$ 9 ?is section %all be 9 lieu ( ! assessm5t "w requirem5t conta9$ 9 ! ,m9+ ,law ( #ahgb 7#cj ,u4,s4,c4 #bh et seq47 & ! relat$ fil+ requirem5ts conta9$ 9 section #cad 7a7 & 7c7 ( ! ,f$]al ,l& ,policy & ,managem5t ,act ( #aigf 7#dc ,u4,s4,c4 #agdd 7a7 & 7c774 7iv7 ,! claim ma9t5ance fee 9 ?is section %all be paid = ! ye> 9 :i* ! location is made1 at ! "t ! location notice is record$ ) ! ,bureau ( ,l& ,managem5t4 7,b7 ,fee adju/m5ts 7i7 ,! ,secret>y %all provide claimants notice ( any adju/m5t made "u ?is subsection n lat] ?an ,july #a ( any ye> 9 :i* ! adju/m5t is made4 7ii7 ,a fee adju/m5t "u ?is subsection %all beg9 to apply ! fir/ assessm5t ye> :i* beg9s aft] adju/m5t is made4 7,c7 ,exception = small m9]s ,! claim ma9t5ance fee requir$ "u ?is section may be waiv$ = a claimant :o c]tifies 9 writ+ to ! ,secret>y t on ! date ! paym5t 0 due1 ! claimant & all relat$ p>ties-- 7i7 held n m ?an #aj m9+ claims1 mill sites1 or tunnel sites1 or any comb9ation !re(1 on public l&s2 & 7ii7 h p]=m$ assessm5t "w requir$ "u ! ,m9+ ,law ( #ahgb 7#cj ,u4,s4,c4 #bh-bh;e7 to ma9ta9 ! m9+ claims held by ! claimant & su* relat$ p>ties = ! assessm5t ye> end+ on noon ( ,septemb] #a ( ! cal5d> ye> 9 :i* paym5t ( ! claim ma9t5ance fee 0 due4 7#b7 ,co-own]%ip ,! co-own]%ip provisions ( ! ,m9+ ,law ( #ahgb 7#cj ,u4,s4,c4 #bh et seq47 %all rema9 9 effect except t ! annual claim ma9t5ance fee1 :]e applicable1 %all replace applicable assessm5t requirem5ts & exp5ditures4 7#c7 ,failure to pay ,failure to timely pay ! claim ma9t5ance fee z requir$ by ! ,secret>y %all conclusively con/itute a =feiture ( ! unpat5t$ m9+ claim1 mill or tunnel site by ! claimant & ! claim %all be deem$ null & void by op]ation ( law4 7e7 ,fund+ to prev5t environm5tal 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$1 #c1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to revise rules & regulations to prev5t undue degradation ( public l&s due to h>drock m9+ activities z au?oriz$ by ! ,f$]al ,l& ,policy & ,managem5t ,act 7#dc ,u4,s4,c4 #agja7 & ! ,m9+ ,law ( #ahgb 7#cj ,u4,s4,c4 #bb74 ,i ,(fice ( ,native ,hawaiian ,relations #gjija4 ,native ,hawaiian consultation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,native ,hawaiian ,relations = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #c1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! purposes ( conduct+ consultations ) ! ,native ,hawaiian p4 #gjijb4 ,native ,hawaiian climate resili5ce ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,native ,hawaiian ,relations = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 ?r\gh direct exp5diture1 contracts1 grants1 & coop]ative agreem5ts to provide fund+ & te*nical assi/ance = climate resili5ce & adaptation programs t s]ve ! ,native ,hawaiian p4 ,j ,acc\ntability = funds #gajja4 ,ov]sight ,"o half ( "o p]c5t ( ! am\nts made available "u ?is title 9 ea* ( fiscal ye>s #bjbb ?r\gh #bjca %all be us$ = ! ov]sight & acc\ntability ( ! exp5diture ( funds4 #gajjb4 ,limitation ,( ! funds provid$ "u sections #gjcja1 #gjcjc1 #gjcaj1 #gjejd1 #gjeje1 #gjejf1 #gjejg1 #gjejh1 #gjeaj1 #gjeab1 #gjeac1 #gjead1 #gjfja1 #gjfjb1 #gjfjc1 #gjfji1 & #gjfaj1 no m ?an #b p]c5t %all be us$ = adm9i/rative co/s to c>ry out su* sections4 #gajjc4 ,limitation ,no funds made available "u ?is title may be us$ to close ! national (fice ( ! ,bureau ( ,l& ,managem5t locat$ 9 ,gr& ,junction1 ,colorado4 ,,viii ,committee on ,ov]sight & ,re=m #hjjja4 ,g5]al ,s]vices ,adm9i/ration clean vehicle fleet ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,g5]al ,s]vices ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1jjj1 to rema9 available until exp5d$1 = ! procurem5t ( electric vehicles & relat$ infra/ructure = ! ,f$]al fleet 7exclud+ any vehicles ( ! ,unit$ ,/ates ,po/al ,s]vice & includ+ non-tactical vehicles ( ! ,dep>tm5t ( ,def5se71 & ! managem5t1 acquisition1 & allocation ( su* electric vehicles & infra/ructure & work+ ) ,f$]al ag5cies to allocate & lease res\rces z necess>y4 #hjjjb4 ,g5]al ,s]vices ,adm9i/ration ,(fice ( ! ,inspector ,g5]al clean vehicle fleet ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ! ,inspector ,g5]al ( ! ,g5]al ,s]vices ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1ejj1jjj1 to rema9 available until exp5d$1 = ov]sight ( ! procurem5t ( electric vehicles & relat$ infra/ructure = ! ,f$]al fleet at ! ,g5]al ,s]vices ,adm9i/ration4 #hjjjc4 ,unit$ ,/ates ,po/al ,s]vice2 clean vehicle fleet & facility ma9t5ance ,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 #g1jjj1jjj1jjj1 to rema9 available until exp5d$1 to be deposit$ into ! ,po/al ,s]vice ,fund e/abli%$ "u section #bjjc ( title #ci1 ,unit$ ,/ates ,code1 to acquire electric vehicles = ! ,po/al ,s]vice fleet1 ( :i* #c1jjj1jjj1jjj %all be = ! pur*ase ( electric deliv]y vehicles & #d1jjj1jjj1jjj %all be = ! pur*ase ( ! relat$ infra/ructure to support su* vehicles4 #hjjjd4 ,unit$ ,/ates ,po/al ,s]vice ,(fice ( ! ,inspector ,g5]al clean vehicle fleet procurem5t ov]sight ,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 #bc1jjj1jjj1 to rema9 available until exp5d$1 to be deposit$ into ! ,po/al ,s]vice ,fund e/abli%$ "u section #bjjc ( title #ci1 ,unit$ ,/ates ,code1 to p]=m ov]sight ( ! ,unit$ ,/ates ,po/al ,s]vice's acquisition & deploym5t ( electric vehicles & su* infra/ructure z may be requir$ to support su* vehicles4 #hjjje4 ,national ,ar*ives & ,records ,adm9i/ration ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,ar*ives & ,records ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #fj1jjj1jjj to rema9 available until exp5d$ to address backlogs 9 respond+ to reque/s f vet]ans = milit>y p]sonnel records1 improve cyb] security1 improve digital pres]vation & access to ar*ival ,f$]al records1 & address backlogs 9 reque/s made "u section #eeb ( title #e1 ,unit$ ,/ates ,code 7commonly ref]r$ to z ! ,fre$om ( ,in=mation ,act74 ,su* am\nts may also be us$ = ! ,f$]al ,records ,c5t] ,program4 #hjjjf4 ,fund+ = ,gov]nm5t ,acc\ntability ,(fice ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #be1jjj1jjj1 to rema9 available until exp5d$1 = ! ,comptroll] ,g5]al to conduct ov]sight ( ! receipt1 disbursem5t1 & use ( funds & ex]cise ( au?orities provid$ by ?is ,act1 includ+ ov]sight ( ! equitable di/ribution & use ( funds & _! economic1 social1 & environm5tal impacts1 & to prep>e su* reports t ! ,comptroll] ,g5]al det]m9es appropriate4 #hjjjg4 ,fund+ = ! ,(fice ( ,managem5t & ,budget = implem5tation ( ,ju/ice#dj ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,managem5t & ,budget = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = additional p]sonnel & data managem5t exp5ses to support implem5tation ( ! ,ju/ice#dj ,initiative set =? 9 section #bbc ( ,executive ,ord] ,no4 #adjjh1 ,executive ,ord] on ,tackl+ ! ,climate ,crisis at ,home & ,abroad 7,janu>y #bg1 #bjba71 includ+ provid+ assi/ance to o!r ag5cies 9 ! developm5t & implem5tation ( me?odologies to measure b5efits1 ! developm5t ( a database to track ag5cy b5efits to disadvantag$ communities1 & a public-fac+ scorec>d detail+ ag5cy environm5tal ju/ice p]=mance measures4 #hjjjh4 ,di/rict ( ,columbia clean vehicle fleet ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,di/rict ( ,columbia = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1 to rema9 available until exp5d$1 = ! procurem5t ( electric vehicles & relat$ infra/ructure = ! ,di/rict ( ,columbia & ! managem5t & acquisition ( su* electric vehicles & infra/ructure4 #hjjji4 ,fund+ = ,te*nology ,mod]nization ,fund ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,te*nology ,mod]nization ,fund = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca4 #hjjaj4 ,fund+ = ,g5]al ,s]vices ,adm9i/ration ,f$]al ,citiz5 ,s]vices ,fund ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,g5]al ,s]vices ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to be deposit$ 9 ! ,f$]al ,citiz5 ,s]vices ,fund4 #hjjaa4 ,fund+ = ,in=mation ,te*nology ,ov]sight & ,re=m 7,,itor7 acc\nt ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,managem5t & ,budget's ,in=mation ,te*nology ,ov]sight & ,re=m 7,,itor7 acc\nt )9 ! ,executive ,(fice ( ! ,presid5t = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca4 ,,ix ,committee on ,sci5ce1 ,space1 & ,te*nology #ijjja4 ,dep>tm5t ( ,comm]ce regional innovation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,comm]ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = plann+ & e/abli%m5t ( regional innovation initiatives pursuant to ! ,/ev5son-,wydl] ,act1 & = relat$ adm9i/rative exp5ses4 ,( ! funds provid$ by ?is section = regional innovation initiatives1 no few] ?an "o-?ird ( grants or coop]ative agreem5ts aw>d$ %all significantly b5efit a ,/ate t is eligible to receive fund+ f ! ,e/abli%$ ,program to ,/imulate ,competitive ,rese>* ( ! ,national ,sci5ce ,f\ndation or a rural or o!r und]s]v$ community4 #ijjjb4 ,fund+ = ,dep>tm5t ( ,en]gy laboratory infra/ructure 7a7 ,(fice ( ,sci5ce appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy ,(fice ( ,sci5ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1cia1hjd1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out laboratory infra/ructure projects1 includ+-- 7#a7 #g1ghj1eff1jjj = ,con/ruction ,projects1 ( :i*-- 7,a7 #bbj1jjj1jjj %all be us$ = ! ,exascale ,comput+ ,project2 7,b7 #dic1fjj1jjj %all be us$ = ! ,fronti] ,exascale ,comput+ ,sy/em2 7,c7 #dbg1djj1jjj %all be us$ = ! ,aurora ,exascale ,comput+ ,sy/em2 7,d7 #aee1djj1jjj %all be us$ = upgrades to ! ,national ,en]gy ,rese>* ,sci5tific ,comput+ ,c5t]2 7,e7 #ch1faf1jjj %all be us$ = ! ,en]gy ,sci5ces ,network2 7,f7 #aeg1jjj1jjj %all be us$ = ! ,advanc$ ,photon ,s\rce ,upgrade2 7,g7 #gbi1hjj1jjj %all be us$ = ! ,spallation ,neutron ,s\rce ,proton ,p[] ,upgrade & ,second ,t>get ,/ation2 7,h7 #ccg1fjj1jjj %all be us$ = ! ,advanc$ ,light ,s\rce ,upgrade2 7,i7 #dgb1hej1jjj %all be us$ = ! ,l9ac ,coh]5t ,light ,s\rce-,,ii1 includ+ ! ,high ,en]gy ,upgrade2 7,j7 #hf1jjj1jjj %all be us$ = ! ,cryomodule ,repair & ,ma9t5ance ,facility2 7,k7 #be1jjj1jjj %all be us$ = ! ,high ,flux ,isotope ,reactor ,pressure ,vessel ,replacem5t2 7,l7 #a1cbe1jjj1jjj %all be us$ = ,unit$ ,/ates contributions to ! ,,it] project z au?oriz$ 9 section #igb7;c7 ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afcab7;c772 7,m7 #bab1cjj1jjj %all be us$ = ! ,matt] 9 ,extreme ,conditions ,upgrade2 7,n7 #eha1jjj1jjj %all be us$ = ! ,proton ,improvem5t ,plan-,,ii project2 7,o7 #a1cjj1jjj1jjj %all be us$ = ! ,long ,basel9e ,neutr9o ,facility_/,deep ,und]gr\nd ,neutr9o ,exp]im5t2 7,p7 #ac1jjj1jjj %all be us$ = ! ,muon to ,electron ,conv]sion ,exp]im5t2 7,q7 #hjf1jjj1jjj %all be us$ = ! ,electron ,ion ,collid]2 7,r7 #bac1jjj1jjj %all be us$ = ! ,oak ,ridge ,national ,laboratory ,radioisotope ,process+ ,facility2 & 7,s7 #ahg1jjj1jjj %all be us$ = ! ,unit$ ,/ates ,/able ,isotope ,production & ,rese>* ,c5t]2 7#b7 #a1dgj1bch1jjj = ,major ,items ( ,equipm5t1 ( :i*-- 7,a7 #cjb1jjj1jjj %all be us$ = ! ,high ,p]=mance ,data ,facility2 7,b7 #ij1jjj1jjj %all be us$ = ! ,nanoscale ,sci5ce ,rese>* ,c5t] ,recapitalization project2 7,c7 #hc1ejj1jjj %all be us$ = ! ,national ,syn*rotron ,light ,s\rce-,,ii ,exp]im5tal ,tools ,,ii project2 7,d7 #ei1bjj1jjj %all be us$ = ! ,mat]ial ,plasma ,exposure ,exp]im5t2 7,e7 #efg1hge1jjj %all be us$ = su* projects = ! ,high ,en]gy ,physics program1 includ+-- 7i7 #bcg1jjj1jjj = ! ,cosmic ,micr[ave ,backgr\nd-,/age #d exp]im5t2 & 7ii7 #bbc1hge1jjj = upgrades to ! ,l>ge ,hadron ,collid]2 & 7,f7 #cfg1ffc1jjj %all be us$ = su* projects = ! ,nucle> ,physics program1 includ+ #bab1ejj1jjj = ! ,ton-,scale ,neutr9oless ,d\ble ,beta ,decay exp]im5t2 & 7#c7 #a1ada1jjj1jjj = ,sci5ce ,laboratories ,infra/ructure1 ( :i*-- 7,a7 #aaa1ejj1jjj %all be us$ = su* projects at ! ,oak ,ridge ,national ,laboratory2 7,b7 #aae1jjj1jjj %all be us$ = su* projects at ! ,?omas ,jeff]son ,national ,accel]ator ,facility2 7,c7 #aej1djj1jjj %all be us$ = su* projects at ! ,pr9ceton ,plasma ,physics ,laboratory2 7,d7 #bi1hej1jjj %all be us$ = su* projects at ! ,ames ,laboratory2 7,e7 #ij1jjj1jjj %all be us$ = su* projects at ! ,brookhav5 ,national ,laboratory2 7,f7 #bfe1jjj1jjj %all be us$ = su* projects at ! ,lawr5ce ,b]keley ,national ,laboratory2 7,g7 #aeb1jjj1jjj %all be us$ = su* projects at ! ,,slac ,national ,accel]ator ,laboratory2 7,h7 #ajj1jjj1jjj %all be us$ = su* projects at ! ,argonne ,national ,laboratory2 & 7,i7 #abg1bej1jjj %all be us$ = su* projects at ! ,f]mi ,national ,accel]ator ,laboratory4 7b7 ,en]gy effici5cy & r5ewable en]gy appropriation ,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$1 #cdi1bjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out laboratory infra/ructure projects1 ( :i*-- 7#a7 #afc1jjj1jjj %all be us$ = ! ,en]gy ,mat]ials & ,process+ at ,scale project2 7#b7 #if1bjj1jjj %all be us$ = ! ,advanc$ ,rese>* 9 ,integrat$ ,en]gy ,sy/ems initiative2 & 7#c7 #ij1jjj1jjj %all be us$ = high-p]=mance comput+ equipm5t & infra/ructure4 7c7 ,nucle> en]gy appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy ,(fice ( ,nucle> ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #djh1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out laboratory infra/ructure projects1 ( :i*-- 7#a7 #ff1jjj1jjj %all be us$ = ! ,sample ,prep>ation ,laboratory2 7#b7 #abe1jjj1jjj %all be us$ = ! ,advanc$ ,te/ ,reactor & ,mat]ials & ,fuel ,complex ,plant ,heal? projects2 7#c7 #abb1jjj1jjj %all be us$ = ! ,advanc$ ,te/ ,reactor ,recapitalization project2 & 7#d7 #ie1jjj1jjj %all be us$ = ! ,v]satile ,te/ ,reactor z au?oriz$ 9 section #iee ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afbge74 7d7 ,fossil en]gy & c>bon managem5t appropriation ,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$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities to support high-p]=mance comput+ equipm5t & infra/ructure4 7e7 ,g5]al laboratory infra/ructure ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jhj1iif1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities to support infra/ructure at ,dep>tm5t ( ,en]gy ,national ,laboratories = civilian rese>* & developm5t purposes1 includ+ ,g5]al ,plant ,projects & ,g5]al ,plant ,equipm5t1 ( :i*-- 7#a7 n less ?an #cgg1cja1jjj %all be available to ! ,(fice ( ,sci5ce2 7#b7 n less ?an #bji1hjj1jjj %all be available to ! ,(fice ( ,en]gy ,effici5cy & ,r5ewable ,en]gy2 7#c7 n less ?an #dj1jjj1jjj %all be available to ! ,(fice ( ,nucle> ,en]gy2 7#d7 n less ?an #aij1jjj1jjj %all be available to ! ,(fice ( ,fossil ,en]gy & ,c>bon ,managem5t2 & 7#e7 n less ?an #ajb1bjj1jjj %all be available to ! ,(fice ( ,environm5tal ,managem5t4 #ijjjc4 ,dep>tm5t ( ,en]gy rese>*1 developm5t1 & demon/ration activities 7a7 ,(fice ( ,sci5ce appropriations ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,sci5ce ( ! ,dep>tm5t ( ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out rese>* & developm5t activities4 ,( ! funds provid$ by ?is section3 7#a7 ,computational ,sci5ce ,graduate ,fell[%ip #aaf1jjj1jjj %all be us$ to c>ry out ! ,dep>tm5t ( ,en]gy ,computational ,sci5ce ,graduate ,fell[%ip program4 7#b7 ,quantum ,us] ,expansion = ,sci5ce & ,te*nology #cdj1jjj1jjj %all be us$ to c>ry out activities to facilitate access ( rese>*]s to ,unit$ ,/ates quantum comput+ facilities = rese>* purposes z "p ( ! program au?oriz$ 9 title ,,iv ( ! ,national ,quantum ,initiative ,act 7#ae ,u4,s4,c4 #hhea et seq474 7#c7 ,l[-dose radiation rese>* #ahj1jjj1jjj %all be us$ to c>ry out ! activities ( ! l[-dose radiation rese>* program au?oriz$ 9 section #cjf7;c7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfdd7;c774 7#d7 ,fusion mat]ials rese>* & developm5t #bej1jjj1jjj %all be us$ to c>ry out ! activities ( ! fusion mat]ials rese>* & developm5t program au?oriz$ 9 section #cjg7;b7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;b774 7#e7 ,in]tial fusion rese>* & developm5t #adj1jjj1jjj %all be us$ to c>ry out ! activities ( ! program ( rese>* & te*nology developm5t 9 in]tial fusion = en]gy applications au?oriz$ 9 section #cjg7;d7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;d774 7#f7 ,alt]native & enabl+ fusion en]gy concepts #bge1jjj1jjj %all be us$ to c>ry out ! activities ( ! alt]native & enabl+ fusion en]gy concepts program au?oriz$ 9 section #cjg7;e7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;e774 7#g7 ,mile/one-bas$ fusion en]gy developm5t program #cbe1jjj1jjj %all be us$ to c>ry out ! activities ( ! mile/one-bas$ fusion en]gy developm5t program au?oriz$ 9 section #cjg7;i7 ( ! ,dep>tm5t ( ,en]gy ,rese>* & ,innovation ,act 7#db ,u4,s4,c4 #ahfde7;i774 7#h7 ,fusion reactor sy/em design #bej1jjj1jjj %all be us$ 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;j774 7b7 ,en]gy effici5cy & r5ewable en]gy appropriation 7#a7 ,demon/ration projects ,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$1 #a1ajg1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out demon/ration projects1 includ+ demon/ration ( advanc$-- 7,a7 w9d en]gy te*nologies z au?oriz$ 9 section #cjjc ( ! ,en]gy ,act ( #bjbj 7#db ,u4,s4,c4 #afbcg72 7,b7 sol> en]gy te*nologies z au?oriz$ 9 section #cjjd ( ! ,en]gy ,act ( #bjbj 7#db ,u4,s4,c4 #afbch71 includ+ te*nologies & processes to enc\rage ! dome/ic production ( mat]ials1 semiconductors1 & o!r compon5ts at all /ages ( ! sol> supply *a92 7,c7 geo!rmal te*nologies z au?oriz$ 9 section #fae ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agaid72 7,d7 wat] p[] te*nologies z au?oriz$ 9 sections #fcd & #fce ( ! ,en]gy ,indep5d5ce & ,security ,act ( #bjjg 7#db ,u4,s4,c4 #agbac et al472 7,e7 vehicle te*nologies2 7,f7 bio5]gy te*nologies1 includ+ bi(uels2 & 7,g7 build+ te*nologies4 7#b7 ,clean en]gy manufactur+ innovation in/itute ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,en]gy ,effici5cy & ,r5ewable ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out activities to support "o new ,clean ,en]gy ,manufactur+ ,innovation ,in/itute4 7c7 ,nucle> en]gy appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,en]gy ,(fice ( ,nucle> ,en]gy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #eb1ejj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! activities ( ! rese>* reactor infra/ructure program z au?oriz$ 9 section #ied7;a7 ( ! ,en]gy ,policy ,act ( #bjje 7#db ,u4,s4,c4 #afbgd7;a774 7d7 ,fossil en]gy & c>bon managem5t appropriation ,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 7e7 ,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$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to support programs across ! ,dep>tm5t's civilian rese>*1 developm5t1 demon/ration1 & comm]cial application activities4 7f7 ,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$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,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 title4 #ijjjd4 ,environm5tal ,protection ,ag5cy climate *ange rese>* & developm5t ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bfd1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to conduct environm5tal rese>* & developm5t activities relat$ to climate *ange1 includ+ relat$ adm9i/rative exp5ses4 ,! am\nts made available 9 ?is section %all be us$ = ! purposes (-- 7#a7 conduct+ fur!r rese>* on mitigation ( climate =c+ emissions1 adaptation to r$uce ! impacts ( climate *ange1 & approa*es to build resili5ce to climate *ange2 7#b7 provid+ increas$ support = evid5ce-bas$ regional & community climate adaptation & resili5ce actions1 includ+ developm5t ( a grants-bas$ regional climate sci5ce network2 7#c7 conduct+ fur!r social sci5ce rese>* to upgrade ! utilization & efficacy ( sci5tific tools to mitigate1 adapt1 & build resili5ce to ! impacts ( climate *ange2 7#d7 increas+ engagem5t capacity ) frontl9e communities ) environm5tal ju/ice conc]ns 9 translat+1 utiliz+1 & evaluat+ sci5tific rese>* results2 7#e7 conduct+ fur!r rese>* to improve und]/&+ ( impacts ( dec>boniz$ en]gy s\rces comp>$ to exi/+ en]gy s\rces1 includ+ cumulative impacts ( pollution f exi/+ s\rces2 7#f7 conduct+ fur!r rese>* to improve und]/&+ ( ! impacts ( ! transition to dec>boniz$ en]gy1 transportation1 & build+ sectors on frontl9e communities2 7#g7 conduct+ fur!r rese>* to improve und]/&+ ( impacts ( climate *ange1 includ+ cumulative impacts ( pollution exposure1 9 communities t face disproportionate impacts f en]gy transitions2 & 7#h7 provid+ increas$ support to conduct fur!r environm5tal rese>* & developm5t activities on climate *ange t ! ,adm9i/rator deems appropriate4 #ijjje4 ,f$]al ,em]g5cy ,managem5t ,ag5cy assi/ance to firefight]s grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = ,fiscal ,ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 to rema9 available until ,septemb] #cj1 #bjbf1 #gih1jjj1jjj1 = ,assi/ance to ,firefight]s ,grants pursuant to ! ,f$]al ,fire ,prev5tion & ,control ,act ( #aigd3 ,provid$1 ,t #gah1jjj1jjj ( su* am\nt %all be available = ,assi/ance to ,firefight]s ,grants = fire & ,,ems dep>tm5t facility con/ruction1 upgrades1 & modifications1 & = relat$ adm9i/rative exp5ses3 ,provid$ fur!r1 ,t #hj1jjj1jjj ( su* am\nt %all be available = ,assi/ance to ,firefight]s ,grants = ,,pfas-free p]sonal protective equipm5t & ,,pfas-free firefight+ foam1 & = relat$ adm9i/rative exp5ses4 #ijjjf4 ,firefight] grant ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,homel& ,security = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ov]sight by ! ,dep>tm5t ( ,homel& ,security ,(fice ( ,inspector ,g5]al ( ! activities = :i* fund+ is appropriat$ 9 section #ijjje4 #ijjjg4 ,national ,a]onautics & ,space ,adm9i/ration infra/ructure ,9 addition to am\nts o!rwise made available1 !re are appropriat$ to ! ,national ,a]onautics & ,space ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #d1jjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = repair1 recapitalization1 & mod]nization ( physical infra/ructure & facilities1 includ+ relat$ adm9i/rative exp5ses1 consi/5t ) ! responsibilities au?oriz$ "u section #caejb ( title #ea1 ,unit$ ,/ates ,code1 on ma9t5ance ( facilities & section #caejc ( title #ea1 ,unit$ ,/ates ,code1 on laboratory productivity4 #ijjjh4 ,national ,a]onautics & ,space ,adm9i/ration climate *ange rese>* & developm5t ,9 addition to am\nts o!rwise made available1 !re are appropriat$ to ! ,national ,a]onautics & ,space ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #chh1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 ( :i* #he1jjj1jjj %all be = rese>* & developm5t on subseasonal to seasonal models & obs]vations1 climate resili5ce & su/a9ability1 & airborne in/rum5ts1 campaigns1 & surface networks to und]/&1 obs]ve1 & mitigate global climate *ange & its impacts1 includ+ relat$ adm9i/rative exp5ses1 au?oriz$ "u section #fjeja ( title #ea1 ,unit$ ,/ates ,code1 & rese>* & developm5t activities on upp] atmosph]ic rese>* au?oriz$ "u sections #bjafa1 #bjafc1 & #bjafd ( title #ea1 ,unit$ ,/ates ,code2 #bh1jjj1jjj %all be = inve/m5ts 9 data managem5t & process+ to support rese>*1 developm5t1 & applications to und]/&1 obs]ve1 & mitigate ! global climate *ange & its impacts consi/5t ) ! responsibilities au?oriz$ "u section #fjejf ( title #ea1 ,unit$ ,/ates ,code2 #ej1jjj1jjj %all be = rese>* & developm5t to support ! wildfire community & improve wildfire fight+ op]ations1 includ+ ! ,scalable ,traffic ,managem5t = ,em]g5cy ,response ,op]ations project2 & #bbe1jjj1jjj %all be = advanc+ a]onautics rese>* & developm5t on su/a9able aviation1 includ+ su/a9able aviation bi(uels1 includ+ relat$ adm9i/rative exp5ses1 consi/5t ) ! responsibilities au?oriz$ "u sections #djgja & #djgjb ( title #ea1 ,unit$ ,/ates ,code4 #ijjji4 ,national ,a]onautics & ,space ,adm9i/ration ov]sight & cyb]security ,9 addition to am\nts o!rwise made available1 !re are appropriat$ to ! ,national ,a]onautics & ,space ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #g1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = in=mation te*nology security & cyb]security activities = :i* fund+ is appropriat$ "u sections #ijjjg & #ijjjh4 ,9 addition to am\nts o!rwise made available1 !re are appropriat$ to ! ,national ,a]onautics & ,space ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ! ,(fice ( ,inspector ,g5]al to provide ov]sight ov] ! managem5t ( funds appropriat$ "u sections #ijjjg & #ijjjh4 #ijjaj4 ,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$1 #a1aie1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = sci5tific & te*nical rese>* pursuant to ! ,national ,in/itute ( ,/&>ds & ,te*nology ,act1 = artificial intellig5ce 7includ+ ,,ai safety & control71 cyb]security1 quantum in=mation sci5ce & te*nology1 biote*nology1 communications te*nologies1 advanc$ manufactur+1 resili5ce to natural haz>ds includ+ wildfires1 gre5h\se gas & o!r climate-relat$ measurem5t1 & = relat$ adm9i/rative exp5ses3 ,provid$1 ,t #aej1jjj1jjj %all be available = cyb]security rese>* & activities4 #ijjaa4 ,national ,in/itute ( ,/&>ds & ,te*nology support+ ,am]ican manufactur+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,in/itute ( ,/&>ds & ,te*nology = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 ( :i*-- 7#a7 #a1jjj1jjj1jjj %all be = ! ,holl+s ,manufactur+ ,ext5sion ,p>tn]%ip z au?oriz$ by sections #be & #bf ( ! ,national ,in/itute ( ,/&>ds & ,te*nology ,act 7#ae ,u4,s4,c4 #bghk2 #bghl71 includ+ relat$ adm9i/rative exp5ses2 7#b7 #hej1jjj1jjj %all be to provide funds1 ?r\gh exi/+ programs1 = advanc$ manufactur+ rese>*1 developm5t1 & te/b$s1 includ+ relat$ adm9i/rative exp5ses2 & 7#c7 #aej1jjj1jjj %all be = ! creation ( a new ,manufactur+ ,,usa ,in/itute t is focus$ on semiconductor manufactur+4 7b7 ,limitation ,am\nts provid$ "u subsection 7a77#a7 %all n be subject to co/ %>e requirem5ts "u section #be7;e77#b7 ( ! ,national ,in/itute ( ,/&>ds & ,te*nology ,act 7#ae ,u4,s4,c4 #bghk7e77#b774 ,! au?ority made available pursuant to ?is prec$+ s5t5ce %all be elective = any ,manufactur+ ,ext5sion ,p>tn]%ip ,c5t] t also receives fund+ f a ,/ate t is condition$ ^u ! application ( a ,f$]al co/ %>+ requirem5t4 #ijjab4 ,national ,in/itute ( ,/&>ds & ,te*nology rese>* facilities ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,national ,in/itute ( ,/&>ds & ,te*nology = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = necess>y exp5ses z au?oriz$ by sections #ac ?r\gh #ae ( ! ,national ,in/itute ( ,/&>ds & ,te*nology ,act 7#ae ,u4,s4,c4 #bgh;c-#bgh;e7 = con/ruction ( new rese>* facilities1 includ+ ar*itectural & eng9e]+ design1 & = r5ovation & ma9t5ance ( exi/+ facilities4 #ijjac4 ,national ,in/itute ( ,/&>ds & ,te*nology ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,comm]ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ov]sight by ! ,dep>tm5t ( ,comm]ce ,(fice ( ,inspector ,g5]al ( ,national ,in/itute ( ,/&>ds & ,te*nology activities = :i* fund+ is appropriat$ 9 ?is title4 #ijjad4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration wea!r1 ocean1 & climate rese>* & =eca/+ ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1bdj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! provisions ( ! ,wea!r ,rese>* & ,=eca/+ ,innovation ,act 7#ae ,u4,s4,c4 #heja et seq471 ! ,national ,integrat$ ,dr\ght ,in=mation ,sy/em ,act 7#ae ,u4,s4,c4 #cac;d71 ! ,national ,climate ,program ,act 7#ae ,u4,s4,c4 #bija-bijh471 ! ,h>mful ,algal ,bloom & ,hypoxia ,rese>* & ,control ,act 7#cc ,u4,s4,c4 #djja-djaj71 ! ,f$]al ,ocean ,acidification ,rese>* & ,monitor+ ,act 7#cc ,u4,s4,c4 #cgja-cgjh71 title ,,iii ( ! ,am]ica ,,competes ,act 7#cc ,u4,s4,c4 #hic1 #hic;a1 #hic;b1 & #hic;c71 & ! ,wea!r ,s]vice ,organic ,act 7#ae ,u4,s4,c4 #cac et seq474 ,! am\nts 9 ?is section %all be us$ = ! purposes (-- 7#a7 increas+ ! und]/&+1 & pr$ictive & =eca/+ capabilities1 ( wea!r & climate ph5om5a includ+1 b n limit$ to1 hurricanes1 tornadoes1 dr\ght1 wildl& fires & associat$ fire wea!r1 extreme precipitation1 extreme heat & extreme heat ev5ts1 flood+1 & o!r sev]e wea!r1 & _! impacts2 7#b7 increas+ m>9e rese>* capacity & ! und]/&+ ( ! impacts ( climate *ange on ocean processes & ph5om5a includ+1 b n limit$ to1 ocean acidification1 h>mful algal blooms1 hypoxia & deoxyg5ation1 sea level *ange1 & ocean w>m+2 7#c7 enhanc+ wea!r1 ocean1 climate1 & o!r environm5tal obs]vations1 rese>*1 data1 data assimilation1 & model+2 7#d7 facilitat+ successful transition ( rese>* into op]ations & op]ations to rese>*1 includ+ social sci5ce = improv$ decision support s]vices2 7#e7 acquir+ relat$ high-p]=mance comput+1 data managem5t1 & /orage assets2 & 7#f7 develop+1 lev]ag+1 & employ+ new capabilities1 te*nologies & in/rum5ts1 includ+ dissem9ation & process+4 #ijjae4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration climate adaptation & resili5ce activities 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$1 #gfe1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! provisions ( ! ,national ,climate ,program ,act 7#ae ,u4,s4,c4 #bija-bijh71 ! ,wea!r ,rese>* & ,=eca/+ ,innovation ,act 7#ae ,u4,s4,c4 #heja et seq471 title ,,iii ( ! ,am]ica ,,competes ,act 7#cc ,u4,s4,c4 #hic1 #hic;a1 #hic;b1 & #hic;c71 ! ,national ,integrat$ ,dr\ght ,in=mation ,sy/em ,act 7#ae ,u4,s4,c4 #cac;d71 ! ,wea!r ,s]vice ,organic ,act 7#ae ,u4,s4,c4 #cac et seq471 ! ,h>mful ,algal ,bloom & ,hypoxia ,rese>* & ,control ,act 7#cc ,u4,s4,c4 #djja-djaj71 & ! ,f$]al ,ocean ,acidification ,rese>* & ,monitor+ ,act 7#cc ,u4,s4,c4 #cgja-cgjh7 to develop & di/ribute actionable climate in=mation = communities across all ,/ates1 t]ritories1 & ,tribal l&s ( ! ,unit$ ,/ates 9 an equitable mann]1 to build climate resili5ce & develop a climate-ready work=ce4 7b7 ,use ( funds ,! am\nts made available 9 subsection 7a7 %all be us$ = ! foll[+ activities3 7#a7 #bfe1jjj1jjj to bett] enable end us]s1 z appropriate1 to assess ! relative risk (1 det]m9e possible adaptation & mitigation /rategies =1 & make executive & budget>y decisions 9 response to climate impacts by-- 7,a7 increas+ end us] und]/&+ ( ! impacts ( climate *ange at ! local & regional level2 7,b7 develop+ actionable climate in=mation & accessible tools & products2 & 7,c7 provid+ end us]s ) te*nical assi/ance4 7#b7 #ejj1jjj1jjj to recruit1 educate1 & tra9 a climate-ready work=ce to-- 7,a7 develop & support on-!-gr\nd community-driv5 projects to enhance climate adaptation & resili5ce2 7,b7 support community engagem5t & p>ticipation 9 monitor+1 track+1 & prep>+ = extreme ev5ts2 7,c7 support local resili5ce to climate impacts2 7,d7 conduct community-driv5 climate sci5ce2 & 7,e7 enhance ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration's deliv]y ( climate in=mation s]vices1 tools1 & products1 includ+ b n limit$ to ^? develop$ 9 p>agraph 7#a77;,b74 7c7 ,end us]s ,= ! purposes ( ?is section1 ! t]m end us]s %all include-- 7#a7 ,/ates2 7#b7 t]ritories2 7#c7 ,tribes2 7#d7 local gov]nm5ts2 7#e7 bus9esses2 7#f7 n-=-pr(it or o!r organizations2 & 7#g7 individuals4 7d7 ,extreme ev5t ,= ! purposes ( ?is section1 ! t]m extreme ev5t ref]s to a "t & place 9 :i* wea!r1 climate1 or environm5tal conditions1 su* z temp]ature1 precipitation1 dr\ght1 or flood+1 rank above a ?re%old value ne> ! upp] or l[] ends ( ! range ( hi/orical measurem5ts4 #ijjaf4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration high p]=mance comput+ ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to procure & enhance high p]=mance comput+1 data managem5t1 & /orage capabilities1 & relat$ facilities to enable ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration to meet its mission requirem5ts1 includ+ relat$ adm9i/rative exp5ses4 #ijjag4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration phas$ array rad> ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bbd1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! provisions ( ! ,wea!r ,rese>* & ,=eca/+ ,innovation ,act 7#ae ,u4,s4,c4 #heja et seq47 = rese>* & developm5t activities to advance ! und]/&+ ( phas$ array rad> z a pot5tial future rad> te*nology to improve wea!r =eca/s4 #ijjah4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration hurricane hunt] aircraft ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jbd1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! provisions ( ! ,wea!r ,rese>* & ,=eca/+ ,innovation ,act 7#ae ,u4,s4,c4 #heja et seq47 = ! procurem5t ( hurricane hunt]s & relat$ exp5ses1 & ! developm5t & acquisition ( airborne phas$ array rad>1 to prep>e = fleet read9ess by fiscal ye> #bjcj4 #ijjai4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration uncrew$ sy/ems ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ab1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to support uncrew$ sy/ems developm5t & application 9 support ( ,national ,oceanic & ,atmosph]ic ,adm9i/ration mission priorities includ+ oceanic & atmosph]ic rese>* & rese>* to op]ations1 includ+ relat$ adm9i/rative exp5ses4 #ijjbj4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration rese>* infra/ructure ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gdc1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 to conduct def]r$ ma9t5ance ( meteorological1 hydrological1 climatological1 & o!r oceanic & atmosph]ic rese>* & developm5t or op]ational facilities1 & to make improvem5ts to sci5tific equipm5t & in/rum5ts1 includ+ relat$ adm9i/rative exp5ses4 #ijjba4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration space wea!r ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,national ,oceanic & ,atmosph]ic ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #agc1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to c>ry out ! provisions ( ! ,promot+ ,rese>* & ,obs]vations ( ,space ,wea!r to ,improve ! ,=eca/+ ( ,tomorr[ 7,,proswift7 ,act 7#ea ,u4,s4,c4 #fjfja et seq47 by accel]at+ ! developm5t & deliv]y ( in/rum5ts & spacecraft1 & prioritiz+ an indep5d5t laun* = ! ,space ,wea!r ,next ,lagrange po9t #a mission1 includ+ relat$ adm9i/rative exp5ses4 #ijjbb4 ,national ,oceanic & ,atmosph]ic ,adm9i/ration ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,dep>tm5t ( ,comm]ce = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ov]sight by ! ,dep>tm5t ( ,comm]ce ,(fice ( ,inspector ,g5]al ( ,national ,oceanic & ,atmosph]ic ,adm9i/ration activities = :i* fund+ is appropriat$ 9 ?is title4 #ijjbc4 ,national ,sci5ce ,f\ndation 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$1 #c1dcj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = rese>*-enabl+ equipm5t1 facilities1 & infra/ructure1 includ+ mid-scale rese>* infra/ructure1 ,ant>ctic infra/ructure mod]nization1 relat$ ,f$]al adm9i/rative exp5ses & additional major rese>* equipm5t & facilities con/ruction projects approv$ by ! ,national ,sci5ce ,bo>d z requir$ "u section #ad ( ! ,national ,sci5ce ,f\ndation ,au?orization ,act ( #bjjb 7#db ,u4,s4,c4 #ahfbn-#d73 ,provid$1 ,t #a1jjj1jjj1jjj %all be = activities au?oriz$ by title ,,ii ( ,public ,law #ajj-egj = academic rese>* facilities mod]nization1 :i* may include %ore-side facilities = academic rese>* vessels1 ( :i* #cjj1jjj1jjj %all be = academic rese>* facilities mod]nization at hi/orically ,black colleges & univ]sities1 ,hispanic s]v+ in/itutions1 ,tribal colleges & univ]sities1 & o!r m9ority s]v+ in/itutions3 ,provid$ fur!r1 ,t n less ?an #bj p]c5t ( ! funds made available 9 ?is section %all be = rese>*-enabl+ equipm5t1 facilities1 & infra/ructure projects locat$ 9 a ,/ate or t]ritory t is eligible to receive fund+ f ! ,e/abli%$ ,program to ,/imulate competitive ,rese>* z e/abli%$ "u section #aac ( ! ,national ,sci5ce ,f\ndation ,au?orization ,act ( #aihh 7#db ,u4,s4,c4 #ahfb;g743 ,provid$ fur!r1 ,t #be1jjj1jjj %all be = ! ,(fice ( ! ,*ief ( ,rese>* ,security ,/rategy & ,policy = rese>* security activities4 #ijjbd4 ,national ,sci5ce ,f\ndation rese>* & developm5t ,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$1 #g1eej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 to fund or ext5d new & exi/+ rese>* aw>ds1 s*ol>%ips1 & fell[%ips across all sci5ce1 te*nology1 eng9e]+1 & ma!matics 7,,/em7 & ,,/em education discipl9es1 to fund use-inspir$ & translational rese>* & developm5t aw>ds1 entrepr5eurial education1 & te*nology transf] activities1 to ext5d exi/+ rese>* aw>ds & s*ol>%ips & fell[%ips to aid 9 ! recov]y f ,,covid-#ai relat$ disruptions1 & = relat$ adm9i/rative exp5ses3 ,provid$1 ,t #djj1jjj1jjj %all be available = climate *ange rese>*1 includ+ relat+ to wildfires3 ,provid$ fur!r1 ,t #gjj1jjj1jjj %all be available = rese>* & relat$ activities at hi/orically ,black colleges & univ]sities1 ,tribal colleges & univ]sities1 ,hispanic s]v+ in/itutions1 & o!r m9ority s]v+ in/itutions4 #ijjbe4 ,national ,sci5ce ,f\ndation ov]sight ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,(fice ( ,inspector ,g5]al ( ! ,national ,sci5ce ,f\ndation = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 except t no am\nts may be exp5d$ aft] ,septemb] #cj1 #bjca1 = ov]sight1 inve/igations1 & audits ( programs1 grants1 & projects c>ri$ out by ! ,national ,sci5ce ,f\ndation us+ funds "u ?is title4 #ijjbf4 ,wage rate requirem5ts 7a7 ,9 g5]al ,not)/&+ any o!r provision ( law1 all labor]s & me*anics employ$ by contractors & subcontractors on any project fund$ directly or assi/$ 9 :ole or 9 "p by ! ,f$]al ,gov]nm5t pursuant to ?is title %all be paid wages at rates n less ?an ^? prevail+ on projects ( a simil> "* 9 ! locality1 z det]m9$ by ! ,secret>y ( ,labor 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code 7commonly kn[n z ! ,davis-,bacon ,act74 7b7 ,au?ority ,) respect to ! labor /&>ds specifi$ 9 p>agraph 7#a71 ! ,secret>y ( ,labor %all h ! au?ority & functions set =? 9 ,reorganization ,plan ,numb]$ #ad ( #aiej 7#fd ,/at4 #abfg2 #e ,u4,s4,c4 ,app47 & section #cade ( title #dj1 ,unit$ ,/ates ,code4 #ijjbg4 ,=c$ ,labor ,prohibition ,none ( ! funds provid$ 9 ?is title may be us$ 9 aw>d+ a contract1 subcontract1 grant1 or loan to an entity t is li/$ pursuant to section #i7;b77#c7 ( ! ,uyghur ,human ,rights ,policy ,act ( #bjbj 7,public ,law #aaf-ade74 ,x ,committee on ,small ,bus9ess #ajjjja4 ,def9itions ,9 ?is title-- 7#a7 ! t]ms ,adm9i/ration & ,adm9i/rator mean ! ,small ,bus9ess ,adm9i/ration & ! ,adm9i/rator !re(1 respectively2 & 7#b7 ! t]m small bus9ess conc]n has ! mean+ giv5 "u section #c ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcb74 ,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/ration1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbh = c>ry+ out subsection 7h7 ( section #cb ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #feg;b71 z add$ by ?is section4 ,am\nts appropriat$ by ?is subsection %all rema9 available = #c fiscal ye>s4 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$]al procurem5t entrepr5eur%ip tra9+ program ,! ,adm9i/rator1 act+ ?r\gh ! ,associate ,adm9i/rator1 %all make grants to1 or ent] into coop]ative agreem5ts ) nonpr(it entities to op]ate a ,f$]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 t>get$ vet]an populations f div]se locations2 7#b7 %all include t]ms "u :i* ! nonpr(it entities may1 at ! discretion ( ! ,adm9i/rator1 be requir$ to mat* any ,f$]al funds receiv$ = ! program ) ,/ate1 local1 or private sector funds2 & 7#c7 %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]ans4 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$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = additional capital = ! fund e/abli%$ "u section #dab ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #fid;c74 7b7 ,exp&+ surety bond program ,"p ,b ( title ,,iv ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #fid;a et seq47 is am5d$-- 7#a7 9 section #daa 7#ae ,u4,s4,c4 #fid;b7-- 7,a7 9 subsection 7a77#a7-- 7i7 9 subp>agraph 7,a71 by /rik+ #f1ejj1jjj & ins]t+ #aj1jjj1jjj2 & 7ii7 by am5d+ subp>agraph 7,b7 to read z foll[s3 7,b7 ,! ,adm9i/rator may gu>antee a surety "u subp>agraph 7,a7 = a total "w ord] or contract ent]$ into by a ,f$]al ag5cy 9 an am\nt t does n exce$ #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 #dab 7#ae ,u4,s4,c4 #fid;c7-- 7,a7 9 subsection 7a71 9 ! ?ird s5t5ce1 by /rik+ 1 exclud+ adm9i/rative exp5ses12 7,b7 by r$esignat+ subsection 7b7 z subsection 7c72 & 7,c7 by ins]t+ aft] subsection 7a7 ! foll[+3 7b7 ,n m ?an #ae p]c5t ( ! am\nt t is 9 ! fund describ$ 9 subsection 7a7 on ! fir/ day ( ea* fiscal ye> may be obligat$ dur+ t fiscal ye> to cov] co/s incurr$ by ! ,adm9i/ration 9 connection ) ! managem5t & adm9i/ration ( ?is "p1 includ+ co/s relat$ to in=mation te*nology & sy/ems1 p]sonnel1 outrea* activities1 & relevant contracts4 4 #ajjajc4 ,uplift ,accel]ator ,program2 ,bus9ess ,developm5t ,academy 7a7 ,uplift ,accel]ator ,program 7#a7 ,appropriations 7,a7 ,9 g5]al ,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$1 #a1jjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out subp>agraph 7,k7 ( section #g7;j77#aj7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;j77#aj771 z add$ by ?is subsection2 & 7,b7 ,set aside ,( am\nts made available "u subp>agraph 7,a71 n m ?an #ae p]c5t may be us$ by ! ,adm9i/rator = adm9i/rative exp5ses & co/s relat$ to monitor+ & ov]sight4 7#b7 ,e/abli%m5t ,section #g7;j77#aj7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;j77#aj77 is am5d$ by add+ at ! end ! foll[+3 7,k7 ,uplift ,accel]ator ,program 7i7 ,def9itions ,9 ?is subp>agraph3 7,i7 ,accel]ator ,! t]m accel]ator means an organization-- 7aa7 t provides m5tor%ip & o!r support to gr[+1 />tup1 & newly e/abli%$ small bus9ess conc]ns2 & 7bb7 (f]s />tup capital or ! opportunity to raise capital f outside inve/ors to gr[+1 />tup1 & newly e/abli%$ small bus9ess conc]ns4 7,,ii7 ,eligible entity ,! t]m eligible entity means-- 7aa7 a hi/orically black college or univ]sity2 7bb7 an in/itution ( high] education1 z def9$ 9 section #aja ( ! ,high] ,education ,act ( #aife1 :i* prim>ily educates /ud5ts :o are ,black or ,african ,am]ican1 ,hispanic or ,lat9o1 ,am]ican ,indian1 ,alaska ,native1 ,asian1 ,native ,hawaiian1 or o!r ,pacific ,isl&]2 or 7cc7 a junior or community college1 z def9$ 9 section #cab ( ! ,high] ,education ,act ( #aife4 7,,iii7 ,eligible small bus9ess conc]n ,! t]m eligible small bus9ess conc]n means a small bus9ess conc]n-- 7aa7 locat$ 9 a ,h,u,b,zone1 z def9$ 9 section #ca7;b72 7bb7 own$ & controll$ by a resid5t ( a l[-income community1 z def9$ 9 section #de;,d7e7 ( ! ,int]nal ,rev5ue ,code ( #aihf2 7cc7 own$ & controll$ by a resid5t ( a l[-income rural community2 7dd7 own$ & controll$ by 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 7ee7 own$ & controll$ by a ,native ,entity2 7ff7 own$ & controll$ by an individual ) a disability1 z def9$ 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij2 or 7gg7 o!rwise id5tifi$ by ! ,adm9i/rator4 7,,iv7 ,hi/orically black college or univ]sity ,! t]m hi/orically black college or univ]sity means a "p ,b in/itution1 z def9$ "u section #cbb ( ! ,high] ,education ,act ( #aife4 7,v7 ,incubator ,! t]m incubator means an organization-- 7aa7 t provides m5tor%ip & o!r support to gr[+1 />tup1 & e/abli%$ small bus9ess conc]ns2 & 7bb7 t may provide a co-work+ environm5t or a mon?-to-mon? lease program4 7,,vi7 ,native ,entity ,! t]m ,native ,entity means-- 7aa7 an ,indian tribe1 includ+ an ,alaska ,native village or ,regional or ,village ,corporation1 z def9$ 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act2 & 7bb7 a ,native ,hawaiian organization1 z t t]m is def9$ 9 section #fbjg ( ! ,elem5t>y & ,second>y ,education ,act ( #aife4 7ii7 ,use ( funds ,! ,adm9i/rator is au?oriz$ to e/abli% a competitive grant program to make grants to eligible entities to e/abli% accel]ators or incubators to support eligible small bus9ess conc]ns 9 develop+-- 7,i7 bus9ess read9ess1 includ+ by provid+ s]vices su* z acc\nt+1 organization1 human res\rces1 & legal assi/ance2 7,,ii7 gr[? read9ess1 includ+ assi/ance to build pa/ p]=mance & relation%ips ) prime contractors2 7,,iii7 read9ess to submit bids = prime contracts1 includ+ assi/ance 9 develop+ skills1 conduct+ m>ket rese>*1 & draft+ capability /atem5ts & proposals2 or 7,,iv7 global read9ess1 includ+ assi/ance 9 e/abli%+ long-t]m1 additional rev5ue /reams outside ( ! ,unit$ ,/ates4 7iii7 ,acquisition au?orities ,! ,adm9i/rator %all id5tify acquisition au?orities "u :i* eligible small bus9ess conc]ns assi/$ "u ?is subp>agraph may ent] into contracts or agreem5ts ) ,f$]al ag5cies4 7iv7 ,am\nt ,dur+ ! p]iod beg9n+ on ! date ( ! enactm5t ( ?is subp>agraph & end+ n lat] ?an #aj ye>s aft] su* date1 ! ,adm9i/rator %all aw>d n m ?an an aggregate total ( #a1jjj1jjj1jjj 9 grants to eligible entities "u ?is subp>agraph4 4 7b7 ,bus9ess ,developm5t ,academy 7#a7 ,appropriations 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #gbe1jjj1jjj to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out subp>agraph 7,l7 ( section #g7;j77#aj7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;j77#aj771 z add$ by ?is subsection4 7,b7 ,set aside ,( am\nts made available "u subp>agraph 7,a71 n m ?an #ae p]c5t may be us$ by ! ,adm9i/rator = adm9i/rative exp5ses & co/s relat$ to monitor+ & ov]sight4 7#b7 ,e/abli%m5t ,section #g7;j77#aj7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;j77#aj771 z am5d$ by subsection 7a71 is fur!r am5d$ by add+ at ! end ! foll[+3 7,l7 ,bus9ess ,developm5t ,academy 7i7 ,def9ition ( eligible entity ,9 ?is p>agraph1 ! t]m eligible entity has ! mean+ giv5 9 subp>agraph 7,k77i74 7ii7 ,use ( funds ,! ,adm9i/rator is au?oriz$ to e/abli% a competitive grant program to make grants to eligible entities to support ,program ,p>ticipants4 7iii7 ,duties ( eligible entities ,an eligible entity t receives a grant "u ?is subp>agraph %all use su* grant to-- 7,i7 develop & e/abli% a f\ndational #ab-mon? executive m5tor+ & tra9+ program = small bus9ess conc]ns describ$ 9 clause 7ii72 7,,ii7 recruit & enroll p>ticipants 9 ! program describ$ 9 subclause 7,i71 includ+ by provid+ inc5tives = p>ticipation2 7,,iii7 develop c]tification programs = eligible entities bas$ on prov5 be/ practices ( ! ,adm9i/ration2 & 7,,iv7 conduct rese>* into ! effectiv5ess ( ! program describ$ 9 clause 7iv77,i74 7iv7 ,am\nt ,dur+ ! p]iod beg9n+ on ! date ( ! enactm5t ( ?is subp>agraph & end+ n lat] ?an #aj ye>s aft] su* date1 ! ,adm9i/rator %all aw>d n m ?an an aggregate total ( #gbe1jjj1jjj 9 grants to eligible entities "u ?is subp>agraph4 4 #ajjajd4 ,pa?way to ,prime ,grant ,program 7a7 ,appropriations 7#a7 ,9 g5]al ,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$1 to rema9 available until ,septemb] #cj1 #bjca-- 7,a7 #ge1jjj1jjj to c>ry out subsection 7b77#a7 ( section #di ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b72 & 7,b7 #dej1jjj1jjj to c>ry out subsection 7b77#b7 ( section #di ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b74 7#b7 ,set aside ,( ! am\nt made available to c>ry out ?is section = any fiscal ye>1 n m ?an #ae p]c5t may be us$ by ! ,adm9i/rator = adm9i/rative exp5ses4 7b7 ,e/abli%m5t ,! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fca et seq47 is am5d$-- 7#a7 by r$esignat+ section #di 7#ae ,u4,s4,c4 #fca note7 z section #ee2 & 7#b7 by ins]t+ aft] section #dh ! foll[+3 #di4 ,pa?way to ,prime ,grant ,program 7a7 ,def9itions ,9 ?is section3 7#a7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a hi/orically black college or univ]sity2 or 7,b7 an in/itution ( high] education1 z def9$ 9 section #aja ( ! ,high] ,education ,act ( #aife1 :i* prim>ily educates /ud5ts :o are ,black or ,african ,am]ican1 ,hispanic or ,lat9o1 ,am]ican ,indian1 ,alaska ,native1 ,asian1 ,native ,hawaiian1 or o!r ,pacific ,isl&]4 7#b7 ,hi/orically black college or univ]sity ,! t]m hi/orically black college or univ]sity has ! mean+ giv5 ! t]m "p ,b in/itution "u section #cbb ( ! ,high] ,education ,act ( #aife4 7#c7 ,pa?way firm ,! t]m pa?way firm means a small bus9ess conc]n t is-- 7,a7 a subcontractor ( ! ,f$]al ,gov]nm5t2 7,b7 a contractor or subcontractor ( a ,/ate1 local1 or tribal gov]nm5t1 includ+ su* contractor or subcontractor = a project fund$ by ! ,,c>es ,act 7,public ,law #aaf-acf71 ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b71 or an ,act provid+ funds = infra/ructure t is enact$ dur+ ! #aag? ,congress 7z det]m9$ by ! ,adm9i/rator74 7b7 ,e/abli%m5t ,! ,adm9i/rator %all e/abli% a program to assi/ pa?way firms to become prime contractors ( ! ,f$]al ,gov]nm5t by-- 7#a7 mak+ competitive grants to eligible entities to e/abli% a national contract+ & subcontract+ network & database ( pa?way firms & grantees "u p>agraph 7#b7 to track & connect pa?way firms ) ,f$]al prime contract+ opportunities bas$ on ! record ( ! pa?way firm 9 compet+ = & obta9+-- 7,a7 prime contracts or contracts ) ,f$]al1 ,/ate1 local1 or tribal gov]nm5ts2 7,b7 subcontracts ) ,f$]al prime contractors2 & 7,c7 subcontracts f ,/ate1 local1 or tribal gov]nm5ts p>ticipat+ 9 projects fund$ by ! ,,c>es ,act 7,public ,law #aaf-acf71 ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b71 or an ,act provid+ funds = infra/ructure t is enact$ dur+ ! #aag? ,congress 7z det]m9$ by ! ,adm9i/rator2 & 7#b7 mak+ competitive grants to n few] ?an #bj ,/ate or local gov]nm5ts or f$]ally recogniz$ ,tribal gov]nm5ts to-- 7,a7 p>ticipate 9 ! national small bus9ess contract+ network e/abli%$ 9 p>agraph 7#a72 & 7,b7 assi/ pa?way firms )9 ! geographic regions s]v$ by ^? gov]nm5ts4 7c7 ,use ( funds ,a recipi5t ( a grant made "u ?is section %all-- 7#a7 provide res\rces to enable pa?way firms to ga9 ! exp]i5ce & capabilities necess>y to compete = & obta9 prime contracts2 7#b7 facilitate engagem5t betwe5 pa?way firms & ,f$]al1 ,/ate1 local1 or tribal gov]nm5ts2 7#c7 "w ) ! ,adm9i/ration to ensure t prime contractors ) subcontract+ plans "u section #h7;d7 meet ! requirem5ts ( ^? plans2 7#d7 "w ) ! ,adm9i/ration to maximize opportunities = small bus9ess conc]ns to obta9+ subcontracts f ,/ate1 local1 or tribal gov]nm5ts p>ticipat+ 9 projects fund$ by ! ,,c>es ,act 7,public ,law #aaf-acf71 ! ,am]ican ,rescue ,plan ,act ( #bjba 7,public ,law #aag-b71 or an ,act provid+ funds = infra/ructure t is enact$ dur+ ! #aag? ,congress 7z det]m9$ by ! ,adm9i/rator72 & 7#e7 make publicly available data to advocate = be/ practices & policies t promote small bus9ess conc]ns z prime contractors ( ! ,f$]al ,gov]nm5t4 4 ,b ,emp[]+ small bus9ess creation & expansion 9 und]repres5t$ communities #ajjbja4 ,grants = bus9ess incubators 7a7 ,appropriations 7#a7 ,9 g5]al ,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$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out section #ej ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b74 7#b7 ,set aside ,( ! am\nts made available "u ?is subsection = a fiscal ye>1 n m ?an #ae p]c5t %all be available = adm9i/rative exp5ses & co/s relat$ to monitor+ & ov]sight4 7b7 ,e/abli%m5t ,! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fca et seq47 is am5d$ by ins]t+ aft] section #di1 z add$ by section #ajajd1 ! foll[+3 #ej4 ,grants = bus9ess incubators 7a7 ,def9itions ,9 ?is section3 7#a7 ,bus9ess incubator ,! t]m bus9ess incubator means an organization t-- 7,a7 provides res\rces1 :i* may include physical workspace & facilities1 to />tups & e/abli%$ small bus9ess conc]ns2 7,b7 is design$ to accel]ate ! gr[? & success ( small bus9ess conc]ns ?r\gh a v>iety ( bus9ess support res\rces & s]vices1 includ+-- 7i7 access to capital1 bus9ess education1 & c\nsel+2 7ii7 network+ opportunities2 7iii7 m5tor%ip opportunities2 & 7iv7 o!r s]vices int5d$ to aid 9 develop+ a bus9ess4 7#b7 ,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#c7 ,eligible applicant ,! t]m eligible applicant means-- 7,a7 an economic developm5t organization2 7,b7 an eligible entity1 z def9$ 9 section #g7;j77#aj77,k77i77,,ii72 7,c7 an ,,sba p>tn] organization2 or 7,d7 any entity t provides support to />tups & small bus9ess conc]ns1 z det]m9$ by ! ,adm9i/rator4 7#d7 ,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 9 ! plann+ /ages or has be5 9 bus9ess = n m ?an #e ye>s z ( ! date on :i* assi/ance "u ?is section comm5ces2 & 7,e7 is-- 7i7 own$ & controll$ by #a or m memb]s ( an und]repres5t$ community2 or 7ii7 a ,native ,entity1 z def9$ 9 section #g7;j77#aj77,k77i74 7#e7 ,memb] ( an und]repres5t$ community ,! t]m memb] ( an und]repres5t$ community means an individual :o is-- 7,a7 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 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 an individual ) a disability1 z def9$ 9 section #c ( ! ,am]icans ) ,disabilities ,act ( #aiij2 7,d7 a vet]an2 7,e7 an individual :o complet$ a t]m ( imprisonm5t2 or 7,f7 o!rwise id5tifi$ by ! ,adm9i/rator4 7#f7 ,,sba p>tn] organization ,! t]m ,,sba p>tn] organization means any organization aw>d$ f9ancial assi/ance 9 ! =m ( a grant1 coop]ative agreem5t1 or contract = ! purpose ( conduct+ a public project fund$1 ei!r 9 :ole or 9 "p1 "u a program ( ! ,adm9i/ration4 7b7 ,au?ority ,! ,adm9i/rator may provide f9ancial assi/ance on a competitive basis 9 ! =m ( a grant1 prize1 coop]ative agreem5t1 or contract = an eligible applicant to provide ! s]vices ( a bus9ess incubator to eligible small bus9ess conc]ns4 7c7 ,use ( funds ,an eligible applicant t receives assi/ance "u ?is section %all support areas t s]ve memb]s ( an und]repres5t$ community & provide s]vices t %all-- 7#a7 be c>ri$ out 9 su* areas z to provide maximum accessibility & b5efits to ! eligible small bus9ess conc]ns t ! project is int5d$ to s]ve2 & 7#b7 n impose or o!rwise collect a fee or o!r comp5sation f eligible small bus9ess conc]ns 9 connection ) su* s]vices4 7d7 ,"o or m bus9ess incubators ,an eligible applicant t receives f9ancial assi/ance "u ?is section may %>e su* assi/ance among "o or m bus9ess incubators to exp& access to res\rces1 in=mation1 & be/ practices4 7e7 ,aw>d am\nt ,an aw>d ( f9ancial assi/ance "u ?is section %all be = n m ?an #a1bej1jjj = ea* fiscal ye> = :i* ! aw>d is grant$4 7f7 ,p5alties = failure to abide by t]ms or conditions ( aw>d ,at ! discretion ( ! ,adm9i/rator & 9 addition to any o!r civil or crim9al consequ5ces1 ! ,adm9i/rator %all )hold paym5ts to an eligible applicant or ord] ! eligible applicant to return any assi/ance provid$ "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$1 #b1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjca = c>ry+ out section #ea ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b74 ,am\nts appropriat$ by ?is subsection %all rema9 available until ,septemb] #cj1 #bjca4 7b7 ,e/abli%m5t ,! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fca et seq47 is am5d$ by ins]t+ aft] section #ej1 z add$ by section #ajbja ( ?is title1 ! foll[+3 #ea4 ,(fice ( ,native ,am]ican ,affairs 7a7 ,def9itions ,9 ?is section3 7#a7 ,indian ,tribe ,! t]m ,indian ,tribe has ! mean+ giv5 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act4 7#b7 ,native ,am]ican ,! t]m ,native ,am]ican means a memb] ( an ,indian ,tribe4 7#c7 ,native ,hawaiian ,organization ,! t]m ,native ,hawaiian ,organization has ! mean+ giv5 9 section #fbjg ( ! ,elem5t>y & ,second>y ,education ,act ( #aife4 7#d7 ,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 & ,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 & ,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 & ,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 & ,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$it1 loan gu>antees1 surety bonds1 & inve/m5t capital1 manag+ f9ancial op]ations1 & prep>+ & pres5t+ f9ancial /atem5ts & bus9ess plans2 7,b7 education on managem5t ( a small bus9ess conc]n1 includ+ plann+1 organiz+1 /aff+1 & m>ket+2 7,c7 id5tify+ dome/ic & int]national m>ket opportunities2 & 7,d7 implem5t+ economic & bus9ess developm5t /rategies to improve long-t]m job gr[?4 4 #ajjbjc4 ,(fice ( ,rural ,affairs 7a7 ,appropriations 7#a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,small ,bus9ess ,adm9i/ration1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #b1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjca = c>ry+ out ?is section4 ,am\nts appropriat$ by ?is subsection %all rema9 available until ,septemb] #cj1 #bjca4 7#b7 ,set aside ,( ! am\nts made available "u ?is subsection = a fiscal ye>1 n m ?an #ae p]c5t %all be available = adm9i/rative exp5ses relat$ to c>ry+ out ?is section4 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 7#a7 ,9 g5]al ,! ,(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$1 #b1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjca = c>ry+ out subsection 7o7 ( section #g ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf71 z add$ by subsection 7b74 ,am\nts appropriat$ by ?is subsection %all rema9 available until ,septemb] #cj1 #bjca4 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>kets1 :i* %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 7#c7 ,adm9i/ration ,! ,(fice ( ,em]g+ ,m>kets %all be adm9i/]$ by a ,director1 :o %all-- 7,a7 create & implem5t /rategies & programs t provide an integrat$ approa* to ! developm5t ( small bus9ess conc]ns 9 an em]g+ m>ket2 7,b7 review ! effectiv5ess & impact ( access to capital programs 7includ+ ! microloan program7 ( ! ,adm9i/ration & recomm5d policies on su* programs ) respect to small bus9ess conc]ns 9 an em]g+ m>ket2 7,c7 coord9ate ) ! ,(fice ( ,entrepr5eurial ,developm5t & ! ,(fice ( ,vet]ans ,bus9ess ,developm5t ( ! ,adm9i/ration to e/abli% p>tn]%ips to advance ! goal ( improv+ ! economic success ( small bus9ess conc]ns 9 an em]g+ m>ket2 7,d7 consult ) ! ,associate ,adm9i/rator ( ! ,(fice ( ,field ,op]ations2 & 7,e7 coord9ate ! activities (-- 7i7 ! ,,sbic ,work+ ,gr\p e/abli%$ "u section #ajdjd ( ! ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad2 7ii7 ! ,(fice ( ,native ,am]ican ,affairs e/abli%$ "u section #ea2 & 7iii7 ! ,(fice ( ,rural ,affairs e/abli%$ "u section #bf4 4 #ajjbje4 ,/ate ,trade ,expansion ,program ,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$1 #cj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe = c>ry+ out section #bb7l7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fdi7l774 ,am\nts appropriat$ by ?is subsection %all rema9 available = #c fiscal ye>s4 ,c ,enc\rag+ small bus9esses to fully engage 9 ! innovation economy #ajjcja4 ,gr[? ,accel]ator ,competition 7a7 ,appropriations 7#a7 ,9 g5]al ,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$1 #djj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out section #eb ( ! ,small ,bus9ess ,act1 z add$ by subsection 7b74 7#b7 ,set aside ,( ! am\nts made available "u ?is subsection = a fiscal ye>1 n m ?an #e p]c5t %all be available = adm9i/rative exp5ses relat$ to c>ry+ out ?is section4 7b7 ,9 g5]al ,! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fca et seq47 is am5d$ by ins]t+ aft] section #ea1 z add$ by section #ajbjb ( ?is title1 ! foll[+3 #eb4 ,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% equival5t 7z det]m9$ by ! ,adm9i/rator74 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 entity1 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 frequ5tly provides1 b is n exclusively design$ to provide1 se$ inve/m5t 9 ex*ange = a small am\nt ( equity2 7,c7 works ) a new small bus9ess conc]n = a pr$et]m9$ am\nt ( "t2 7,d7 provides m5tor%ip & in/ruction to small bus9ess conc]ns to scale bus9esses2 or 7,e7 (f]s />tup capital or ! opportunity to raise capital f outside inve/ors4 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 ) 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 = 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 to provide capital to new small bus9ess conc]ns directly or ?r\gh ! subaw>d ( funds4 7d7 ,application ,9 mak+ aw>ds "u ?is section1 ! ,adm9i/rator %all e/abli% an application process & selection crit]ia1 :i* %all include-- 7#a7 assurances t ! eligible entity w use su* aw>d to provide assi/ance = n less ?an #e new small bus9ess conc]ns ea* ye>2 7#b7 if locat$ )9 #bj miles ( a m9ority s]v+ in/itution1 pro( ( a ref]ral or programmatic relation%ip betwe5 ! eligible entity & su* in/itution2 7#c7 an assessm5t ( ! ne$ = additional assi/ance = new small bus9ess conc]ns 9 ! geographic area to be s]v$ by ! eligible entity2 & 7#d7 o!r crit]ia1 z det]m9$ by ! ,adm9i/rator4 7e7 ,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 #ajjcjb4 ,build+ a national innovation support ecosy/em network 7a7 ,appropriations 7#a7 ,9 g5]al ,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$1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out ?is section-- 7,a7 #ebe1jjj1jjj to c>ry out subsection 7c77#a7 ( ?is section2 & 7,b7 #aej1jjj1jjj to c>ry out subsection 7c77#b7 ( ?is section4 7#b7 ,set aside ,( ! am\nts made available "u p>agraph 7#a77;,a7 ( ?is subsection = a fiscal ye>1 n m ?an #e p]c5t %all be available = adm9i/rative exp5ses relat$ to c>ry+ out ?is section4 7b7 ,def9itions ,9 ?is section3 7#a7 ,bus9ess incubator ,! t]m bus9ess incubator means an organization t-- 7,a7 provides res\rces1 :i* may include physical workspace & facilities1 to />tups & e/abli%$ small bus9ess conc]ns2 & 7,b7 is design$ to accel]ate ! gr[? & success ( bus9esses ?r\gh a v>iety ( bus9ess support res\rces & s]vices1 includ+-- 7i7 access to capital1 bus9ess education1 & c\nsel+2 7ii7 network+ opportunities2 7iii7 m5tor%ip opportunities2 & 7iv7 o!r s]vices int5d$ to aid 9 develop+ a bus9ess4 7#b7 ,economic developm5t organization ,! t]m economic developm5t organization means a regional1 ,/ate1 tribal1 or local organization e/abli%$ = purposes ( promot+ or o!rwise facilitat+ economic developm5t4 7#c7 ,eligible applicant ,! t]m eligible applicant means-- 7,a7 an economic developm5t organization2 7,b7 an eligible entity1 z def9$ 9 section #g7;j77#aj77,k77i7 ( ! ,small ,bus9ess ,act1 z add$ by section #ajjajc2 7,c7 a bus9ess incubator2 7,d7 a gr[? accel]ator2 7,e7 an ,,sba p>tn] organization1 z def9$ 9 section #ej ( ! ,small ,bus9ess ,act 7z add$ by section #ajbja ( ?is title72 or 7,f7 any comb9ation or collaboration ( ! entities describ$ 9 subp>agraphs 7,a7 ?r\gh 7,e74 7#d7 ,eligible bus9ess ,! t]m eligible bus9ess means any innovative />tup seek+ to-- 7,a7 p>ticipate 9 ! ,,sbir & ,,/tr programs describ$ 9 section #i ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fch72 or 7,b7 o!rwise develop1 ?r\gh rese>* & developm5t1 or comm]cialize advanc$ te*nologies4 7#e7 ,gr[? accel]ator ,! t]m gr[? accel]ator has ! mean+ giv5 ! t]m 9 section #eb ( ! ,small ,bus9ess ,act1 z add$ by section #ajcja ( ?is title4 7#f7 ,innovative />tup ,! t]m innovative />tup means a sci5ce1 te*nology1 eng9e]+1 & ma? entrepr5eur or small bus9ess conc]n t-- 7,a7 0 f\nd$ or comm5c$ a trade or bus9ess n e>li] ?an #e ye>s be=e receiv+ assi/ance "u ?is section2 & 7,b7 has a prim>y focus on ! developm5t or comm]cialization ( advanc$ te*nologies4 7#g7 ,memb] ( an und]repres5t$ community ,! t]m memb] ( an und]repres5t$ community has ! mean+ giv5 9 section #ej ( ! ,small ,bus9ess ,act1 z add$ by section #ajbja ( ?is title4 7c7 ,e/abli%m5t ,! ,adm9i/rator %all-- 7#a7 make grants or aw>d prizes to1 or ent] into contracts or coop]ative agreem5ts )1 eligible applicants to address ! tra9+1 proposal developm5t1 m5tor+1 p>tn]+1 coord9at+1 network+1 cu/om] discov]y1 & bus9ess incubator & gr[? accel]ator ne$s ( eligible bus9esses to exp& & accel]ate ! gr[? ( eligible bus9esses2 & 7#b7 facilitate fell[%ips & int]n%ips 9 ! fields ( sci5ce1 te*nology1 eng9e]+1 & ma!matics1 prioritiz+ memb]s ( an und]repres5t$ community ?r\gh p>tn]%ips ) or supplem5tal grants or aw>ds to provide opportunities at ! und]graduate1 graduate1 & po/doctoral levels4 ,d ,increas+ equity opportunities = small manufactur]s #ajjdja4 ,increas+ equity inve/m5t by ! ,,sbic program 7a7 ,v5ture small bus9ess inve/m5t company facility 7#a7 ,appropriations ,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$1 to rema9 available until ,septemb] #cj1 #bjca1 #i1ejj1jjj1jjj1 to be deposit$ into ! facility e/abli%$ "u section #cba ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh1 z add$ by p>agraph 7#b74 7#b7 ,e/abli%m5t ,! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #ffa et seq47 is am5d$-- 7,a7 9 section #ajc 7#ae ,u4,s4,c4 #ffb7-- 7i7 9 p>agraph 7#i77;,b77iii7-- 7,i7 9 subclause 7,,ii71 by /rik+ & at ! end2 7,,ii7 9 subclause 7,,iii71 by add+ & at ! end2 & 7,,iii7 by add+ at ! end ! foll[+3 7,,iv7 funds obta9$ f any f9ancial in/itution id5tifi$ "u section #cjb7;b72 2 & 7ii7 9 p>agraph 7#aj7-- 7,i7 9 subp>agraph 7,a71 by add+ & at ! end2 & 7,,ii7 by /rik+ subp>agraphs 7,b7 & 7,c7 & ins]t+ ! foll[+3 7,b7 p>tn]%ip int]e/s pur*as$ by ! ,adm9i/ration1 z describ$ 9 section #cba4 2 7,b7 9 section #cjb7;a77#a7 7#ae ,u4,s4,c4 #fhb7;a77#a77-- 7i7 9 subp>agraph 7,a71 by /rik+ or at ! end2 7ii7 9 subp>agraph 7,b71 by /rik+ ! p]iod at ! end & ins]t+ 2 or2 & 7iii7 by add+ at ! end ! foll[+3 7,c7 #bj1jjj1jjj1 adju/$ e #e ye>s = inflation1 ) respect to ea* lic5see p>ticipat+ 9 ! facility "u section #cba4 2 7,c7 9 section #cjc7;b77#b77;,b7 7#ae ,u4,s4,c4 #fhc7;b77#b77;,b771 by /rik+ #cej1jjj1jjj & ins]t+ #djj1jjj1jjj2 & 7,d7 9 section #cjd-- 7e7 ,not)/&+ section #caj7;c77#f71 a lic5see "u section #cba may1 subject to regulations to be issu$ by ! ,adm9i/ration1 inve/ equity capital 9 inve/m5t funds :i*-- 7#a7 are majority controll$ by memb]s ( an und]repres5t$ community 7z def9$ 9 section #ej ( ! ,small ,bus9ess ,act72 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,e7 by add+ at ! end ! foll[+3 #cba4 ,v5ture small bus9ess inve/m5t company facility 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 small bus9ess conc]ns id5tifi$ by ! ,adm9i/rator z critical4 7#b7 ,facility ,! t]m facility means ! facility e/abli%$ "u subsection 7b74 7#c7 ,p>tn]%ip int]e/ ,! t]m p>tn]%ip int]e/ means a limit$ p>tn]%ip equity int]e/ 9 a lic5see pur*as$ & held by ! ,adm9i/ration "u ?is section4 7#d7 ,v5ture small bus9ess inve/m5t company ,! t]m v5ture small bus9ess inve/m5t company means a private equity fund-- 7,a7 t makes e>ly-/age v5ture capital inve/m5ts 9 small bus9ess conc]ns approv$ to p>ticipate 9 ! facility by ! ,adm9i/ration2 & 7,b7 = :i* #ge p]c5t ( total f9anc+s %all be inve/$ 9 cov]$ inve/m5ts1 ( :i* n m ?an #cc p]c5t ( su* inve/m5ts are 9 small bus9ess conc]ns 9 infra/ructure or manufactur+4 7b7 ,e/abli%m5t & adm9i/ration ( facility 7#a7 ,9 g5]al ,! ,adm9i/rator %all e/abli% & c>ry out a facility to pur*ase p>tn]%ip int]e/s f v5ture small bus9ess inve/m5t companies4 7#b7 ,adm9i/ration ,! facility %all be adm9i/]$ by ! ,adm9i/rator act+ ?r\gh ! ,associate ,adm9i/rator describ$ 9 section #bja4 7#c7 ,use ( am\nts ,! ,adm9i/rator %all use am\nts deposit$ 9 ! facility to pur*ase p>tn]%ip int]e/s f v5ture small bus9ess inve/m5t companies4 7#d7 ,bifurcation ,losses to ! ,adm9i/ration "u ?is section-- 7,a7 %all n be (fset by fees or any o!r *>ges on lic5ses n au?oriz$ by ! ,adm9i/ration2 7,b7 %all be borne solely by ! facility2 & 7,c7 %all n be includ$ 9 ! calculation ( ! subsidy rate "u section #cjc7;j74 7c7 ,lic5s+ matt]s 7#a7 ,9 g5]al ,a v5ture small bus9ess inve/m5t company %all be lic5s$ "u section #cja7;c7 & approv$ by ! ,adm9i/rator to issue p>tn]%ip int]e/s4 7#b7 ,consid]ation ,9 issu+ a lic5se "u p>agraph 7#a71 ! ,adm9i/rator %all take into consid]ation inve/m5t risk ?r\gh crit]ia set by ! ,adm9i/rator4 7d7 ,requir$ inve/m5ts 7#a7 ,9 g5]al ,except z describ$ 9 p>agraph 7#b71 a v5ture small bus9ess inve/m5t company %all inve/ solely 9 small bus9ess conc]ns4 7#b7 ,exception & waiv] ,not)/&+ section #caj7;c77#f7 & subject to rules issu$ by ! ,adm9i/rator1 a v5ture small bus9ess inve/m5t company may inve/ equity capital 9 v5ture capital funds if-- 7,a7 su* v5ture capital funds are majority controll$ by und]repres5t$ individuals2 7,b7 n less ?an #ej p]c5t ( total capital ( ea* su* v5ture capital fund is inve/$ 9 cov]$ inve/m5ts2 & 7,c7 ! v5ture small bus9ess inve/m5t company provides annual assi/ance to ! v5ture capital fund4 7e7 ,p>tn]%ip int]e/s 7#a7 ,9 g5]al ,! ,adm9i/rator may1 out ( am\nts available 9 ! facility1 pur*ase p>tn]%ip int]e/s z describ$ 9 ?is subsection4 7#b7 ,issuance & pur*ase ( p>tn]%ip int]e/s 7,a7 ,9 g5]al ,! ,adm9i/rator may pur*ase v5ture equity securities issu$ by a v5ture small bus9ess inve/m5t company 9 an am\nt t does n exce$ ! less] ( #ajj p]c5t ( ! private capital ( ! v5ture small bus9ess inve/m5t company or a less] am\nt to be det]m9$ by ! ,adm9i/rator4 7#c7 ,p>tn]%ip int]e/ t]ms ,a p>tn]%ip int]e/ pur*as$ by ! ,adm9i/rator f a v5ture small bus9ess inve/m5t company "u ?is subsection %all be subject to su* re/rictions & limitations z ! ,adm9i/rator may det]m9e4 4 7b7 ,em]g+ manag]s program 7#a7 ,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$1 #bj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out ?is subsection4 7#b7 ,e/abli%m5t ,! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #ffa et seq471 z am5d$ by subsection 7a71 is fur!r am5d$ by add+ at ! end ! foll[+3 #cbb4 ,em]g+ manag]s program 7a7 ,def9itions ,9 ?is section3 7#a7 ,cov]$ inve/m5ts ,! t]m cov]$ inve/m5ts has ! mean+ giv5 9 section #cba4 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 #ej ( ! ,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 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] company4 ,! manag] ) sub/antial exp]i5ce may hold a m9ority f9ancial int]e/ 9 ! small bus9ess inve/m5t company t is to be manag$ by an em]g+ manag] company4 7c7 ,lic5s+ ,an applicant describ$ 9 subsection 7b7 %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 t is approv$ by ! ,adm9i/rator may increase ! 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 ,micro,cap 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 ,micro,cap 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 ,micro,cap small bus9ess inve/m5t company lic5se 7,a7 ,9 g5]al ,! ,adm9i/rator may issue a numb] ( 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$]al ,regulations1 or any successor regulation2 7iii7 = :i* ! fund manag]s h-- 7,i7 a docum5t$ 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 ,! lic5see "u ?is p>agraph %all inve/ n less ?an #ej p]c5t ( ! total f9anc+s ( su* lic5see 9 cov]$ inve/m5ts 7z def9$ 9 section #cba71 ( :i* n m ?an #cc p]c5t ( su* inve/m5ts are 9 small bus9ess conc]ns 9 infra/ructure or manufactur+4 7,c7 ,tim+ = issuance ( lic5se ,! ,adm9i/rator %all e/abli% policies to ensure ! timely disposition & issuance ( lic5ses "u ?is p>agraph4 7,d7 ,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 ( ! applicant4 7,e7 ,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/ration 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,f7 ,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 ( #aieh 7#ae ,u4,s4,c4 #fha et seq474 #ajjdjd4 ,,sbic ,work+ ,gr\p 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$1 #b1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to c>ry out ?is section4 7b7 ,def9itions ,9 ?is section-- 7#a7 ! t]m cov]$ ,memb]s means ! ,*air & ,rank+ ,memb] (-- 7,a7 ! ,committee on ,small ,bus9ess & ,entrepr5eur%ip ( ! ,s5ate2 & 7,b7 ! ,committee on ,small ,bus9ess ( ! ,h\se ( ,repres5tatives2 7#b7 ! t]ms lic5see1 small bus9ess inve/m5t company1 & und]lic5s$ ,/ate h ! mean+s giv5 ^? t]ms1 respectively1 9 section #ajc ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #ffb72 7#c7 ! t]m l[-income community has ! mean+ giv5 ! t]m 9 section #de;,d7e7 ( ! ,int]nal ,rev5ue ,code ( #aihf2 7#d7 ! t]m memb] ( an und]repres5t$ community has ! mean+ giv5 9 section #ej ( ! ,small ,bus9ess ,act1 z add$ by section #ajbja ( ?is title4 7#e7 ! t]m und]f9anc$ ,/ate means a ,/ate t has bel[ m$ian f9anc+1 z det]m9$ by ! ,adm9i/rator2 & 7#f7 ! t]m und]s]v$ community means-- 7,a7 a ,h,u,b,zone1 z def9$ 9 section #ca7;b7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #feg;a7b772 7,b7 a l[-income community2 or 7,c7 a l[-income rural community4 7c7 ,e/abli%m5t ,n lat] ?an #ij days aft] ! date on :i* ! cov]$ ,memb]s are requir$ to submit to ! ,adm9i/rator a notification t ! individuals select$ by ! cov]$ ,memb]s "u p>agraph 7#a7 h accept$ ^? assignm5ts1 ! ,adm9i/rator %all e/abli% a small bus9ess inve/m5t company ,work+ ,gr\p 7ref]r$ to 9 ?is section z ! ,work+ ,gr\p71 :i* %all-- 7#a7 consi/ (-- 7,a7 #d repres5tatives-- 7i7 among g5]al p>tn]s ( lic5sees t h a demon/rat$ record ( inve/+ 9-- 7,i7 l[-income communities2 7,,ii7 bus9esses prim>ily engag$ 9 rese>* & developm5t2 7,,iii7 manufactur]s2 7,,iv7 bus9esses prim>ily own$ or controll$ by individuals 9 und]s]v$ communities be=e receiv+ capital f ! lic5see2 & 7,v7 l[-income rural communities2 & 7ii7 ( :om-- 7,i7 #a %all be select$ by ! ,*air ( ! ,committee on ,small ,bus9ess & ,entrepr5eur%ip ( ! ,s5ate2 7,,ii7 #a %all be select$ by ! ,rank+ ,memb] ( ! ,committee on ,small ,bus9ess & ,entrepr5eur%ip ( ! ,s5ate2 7,,iii7 #a %all be select$ by ! ,*air ( ! ,committee on ,small ,bus9ess ( ! ,h\se ( ,repres5tatives2 & 7,,iv7 #a %all be select$ by ! ,rank+ ,memb] ( ! ,committee on ,small ,bus9ess ( ! ,h\se ( ,repres5tatives2 7,b7 #d repres5tatives-- 7i7 f lic5sees1 ( :om #a %all be an own] ( a small bus9ess inve/m5t company or fund manag] t is locat$ 9-- 7,i7 a l[-income community2 7,,ii7 an und]s]v$ community2 7,,iii7 a l[-income rural community2 or 7,,iv7 an und]f9anc$ ,/ate2 & 7ii7 ( :om-- 7,i7 #a %all be select$ by ! ,*air ( ! ,committee on ,small ,bus9ess & ,entrepr5eur%ip ( ! ,s5ate2 7,,ii7 #a %all be select$ by ! ,rank+ ,memb] ( ! ,committee on ,small ,bus9ess & ,entrepr5eur%ip ( ! ,s5ate2 7,,iii7 #a %all be select$ by ! ,*air ( ! ,committee on ,small ,bus9ess ( ! ,h\se ( ,repres5tatives2 & 7,,iv7 #a %all be select$ by ! ,rank+ ,memb] ( ! ,committee on ,small ,bus9ess ( ! ,h\se ( ,repres5tatives2 7,c7 ! ,associate ,adm9i/rator = ! ,(fice ( ,inve/m5t & ,innovation ( ! ,adm9i/ration1 :o %all-- 7i7 s]ve z ! ,*air ( ! ,work+ ,gr\p2 & 7ii7 select n m ?an #d additional repres5tatives f ! ,(fice ( ,inve/m5t & ,innovation ( ! ,adm9i/ration to s]ve z repres5tatives ( ! ,work+ ,gr\p2 & 7,d7 #d repres5tatives f ! inve/m5t indu/ry or academia1 or :o are bank limit$ p>tn]s1 ) exp]tise 9 develop+ & monitor+ int]v5tions to exp& ! inve/m5t indu/ry1 ( :om-- 7i7 #a %all be select$ by ! ,*air ( ! ,committee on ,small ,bus9ess & ,entrepr5eur%ip ( ! ,s5ate2 7ii7 #a %all be select$ by ! ,rank+ ,memb] ( ! ,committee on ,small ,bus9ess & ,entrepr5eur%ip ( ! ,s5ate2 7iii7 #a %all be select$ by ! ,*air ( ! ,committee on ,small ,bus9ess ( ! ,h\se ( ,repres5tatives2 & 7iv7 #a %all be select$ by ! ,rank+ ,memb] ( ! ,committee on ,small ,bus9ess ( ! ,h\se ( ,repres5tatives2 7#b7 develop recomm5dations reg>d+ h[ ! ,adm9i/rator c\ld increase ! numb] (-- 7,a7 applicants to become small bus9ess inve/m5t companies1 ) a focus on managem5t teams or companies locat$ 9-- 7i7 l[-income communities2 7ii7 und]s]v$ communities2 & 7iii7 l[-income rural communities2 & 7,b7 inve/m5ts made 9 und]f9anc$ ,/ates2 7#c7 develop recomm5dations = inc5tives = small bus9ess inve/m5t companies to-- 7,a7 inve/ & locate 9 und]lic5s$ ,/ates & und]f9anc$ ,/ates2 & 7,b7 inve/ 9 small bus9ess conc]ns1 includ+ ^? own$ & controll$ by memb]s ( an und]repres5t$ community1 small bus9ess conc]ns own$ & controll$ by vet]ans1 & small bus9ess conc]ns own$ & controll$ by wom52 & 7#d7 develop recomm5dations = metrics ( success1 & b5*m>ks = success1 ) respect to ! goals describ$ 9 ?is section4 7d7 ,report ,n lat] ?an #a ye> aft] ! date on :i* ! ,adm9i/rator e/abli%es ! ,work+ ,gr\p "u subsection 7b71 ! ,work+ ,gr\p %all submit to ! ,committee on ,small ,bus9ess & ,entrepr5eur%ip ( ! ,s5ate & ! ,committee on ,small ,bus9ess ( ! ,h\se ( ,repres5tatives a report t includes-- 7#a7 ! recomm5dations ( ! ,work+ ,gr\p2 & 7#b7 a recomm5d$ plan & timel9e = implem5t+ ! recomm5dations describ$ 9 p>agraph 7#a74 7e7 ,t]m9ation ,! ,work+ ,gr\p %all t]m9ate on ! date on :i* ! ,work+ ,gr\p submits ! report requir$ "u subsection 7e74 ,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$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #bha1jjj1jjj = c>ry+ out p>agraph 7#ch7 ( section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z add$ by subsection 7b72 7#b7 #e1jjj1jjj = c>ry+ out subp>agraph 7,f7 ( su* p>agraph 7#ch72 & 7#c7 #cad1jjj1jjj = 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 exi/+ bus9ess means a small bus9ess conc]n t has be5 9 exi/5ce = n less ?an #b ye>s on ! date on :i* a loan is made to ! small bus9ess conc]n "u ! program2 7iii7 ! t]m new bus9ess means a small bus9ess conc]n t has be5 9 exi/5ce = n m ?an #b ye>s on ! date on :i* a loan is made to ! small bus9ess conc]n "u ! program2 7iv7 ! t]m program means ! ,community ,advantage ,loan ,program e/abli%$ "u subp>agraph 7,b72 7v7 ! 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 be=e ! date 7or lat]1 z det]m9$ by ! ,adm9i/rator7 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>$1 t p]iod %all be #e ye>s2 or 7,,ii7 t is a new bus9ess2 7,,iii7 own$ & 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 includ+ loans made to small bus9ess conc]ns 9 und]s]v$ m>ket 7,c7 ,requirem5t to make loans to und]s]v$ m>kets ,n less ?an #ej 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 approve a 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 7,f7 ,tra9+ ,! ,adm9i/rator %all develop a tra9+ c\rse & provide free or l[-co/ tra9+ to cov]$ in/itutions mak+ loans "u ! program4 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$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #c1cfe1jjj1jjj to c>ry out p>agraph 7#ci7 ( section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z add$ by subsection 7b72 & 7#b7 #a1ajj1jjj1jjj = adm9i/rative exp5ses relat$ to c>ry+ out su* p>agraph 7#ci71 includ+ issu+ int]im f9al rules4 7b7 ,small doll> loan fund+ ,section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z am5d$ by section #ajeja1 is fur!r am5d$-- 7#a7 9 p>agraph 7#a77;,a77i71 9 ! ?ird s5t5ce1 by /rik+ 2 & & all t foll[s ?r\gh ! p]iod at ! end & ins]t+ a p]iod2 7#b7 9 p>agraph 7#bf71 by ins]t+ 7except = ^? collect$ "u p>agraph 7#ci77 aft] pr(its2 & 7#c7 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 ,t]ms 7i7 ,loan size ,not)/&+ p>agraph 7#c77;,c7 ( ?is subsection1 a loan made 9 accordance ) ?is p>agraph %all be-- 7,i7 except z provid$ 9 subclause 7,,ii71 n m ?an #aej1jjj2 or 7,,ii7 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$it2 & 7iii7 pay ?ird p>ties1 includ+ direct l5d+ ag5ts & f9ancial in/itutions1 ) :i* ! ,adm9i/ration p>tn]s = assi/ance 9 ref]r+ applicants or promot+1 orig9at+1 mak+1 und]writ+1 disburs+1 clos+1 s]vic+1 or liquidat+ loans 9 accordance ) ?is p>agraph on behalf ( ! ,adm9i/ration4 7,e7 ,o!r t]ms 7i7 ,9 g5]al ,n lat] ?an #ij days aft] ! date ( ! enactm5t ( ?is p>agraph1 ! ,adm9i/rator %all issue int]im f9al rules relat+ to ! und]writ+ crit]ia1 int]e/ rate1 maturity1 & o!r t]ms ( a loan made 9 accordance ) ?is p>agraph & revis+ any o!r rules necess>y to c>ry out ?is p>agraph4 7ii7 ,repaym5t ,n lat] ?an #ij days aft] ! date ( ! enactm5t ( ?is p>agraph1 ! ,adm9i/rator %all issue rules to all[ reasonable assurance ( repaym5t ( a loan made 9 accordance ) ?is p>agraph1 includ+ reasonable assurance ( repaym5t f ! assets conv]t+ to ca% to be ! sole & prim>y =m ( repaym5t "u ?is p>agraph4 4 #ajjejc4 ,ext5sion ( tempor>y fee r$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$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = c>ry+ out ?is section4 7b7 #g7;a7 loan program ,section #cbf ( ! ,economic ,aid to ,h>d-,hit ,small ,bus9esses1 ,nonpr(its1 & ,v5ues ,act 7title ,,iii ( division ,n ( ,public ,law #aaf-bfj2 #acd ,/at4 #bjcf2 #ae ,u4,s4,c4 #fcf note7 is am5d$-- 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$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = c>ry+ out p>agraph 7#dj7 ( section #g7;a7 ( ! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fcf7;a771 z add$ 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 #ajejb1 is 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;,a72 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 are 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 #ajjeje4 ,fund+ = direct deb5tures 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$1 to rema9 available until ,septemb] #cj1 #bjca-- 7#a7 #b1aah1jjj1jjj = c>ry+ out subsection 7j7 ( section #ejc ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #fig71 z add$ by subsection 7b72 & 7#b7 #fbh1jjj1jjj = adm9i/rative exp5ses relat$ to c>ry+ out su* subsection 7j71 includ+ issu+ int]im f9al rules4 7b7 ,direct deb5tures ,section #ejc ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #fig7 is am5d$ by add+ at ! end ! foll[+3 7j7 ,direct deb5tures 7#a7 ,def9itions ,9 ?is subsection-- 7,a7 ! t]m direct deb5ture means a deb5ture gu>ante$ by ! ,adm9i/rator "u ! au?ority "u p>agraph 7#b72 7,b7 ! t]m eligible entity means-- 7i7 a small bus9ess conc]n 9 an und]s]v$ m>ket2 7ii7 a small gov]nm5t contractor2 or 7iii7 a small manufactur]2 7,c7 ! t]m r5ewable en]gy equipm5t-- 7i7 means su* equipm5t z ! ,adm9i/rator may designate z r5ewable en]gy equipm5t2 & 7ii7 includes sol> panels1 w9d turb9es1 & batt]y /orage2 7,d7 ! t]m small bus9ess conc]n 9 an und]s]v$ m>ket has ! mean+ giv5 9 section #g7;a77#ch7 ( ! ,small ,bus9ess ,act2 7,e7 ! t]m small gov]nm5t contractor means a small bus9ess conc]n t is p]=m+ a gov]nm5t contract2 & 7,f7 ! 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 ,au?ority ,except z o!rwise provid$ 9 ?is subsection1 ! ,adm9i/rator may gu>antee ! timely paym5t ( all pr9cipal & int]e/ z s*$ul$ "u ?is subsection on a deb5ture issu$ by any qualifi$ ,/ate or local developm5t company "u ! same t]ms1 conditions1 & processes z a gu>antee made "u ! au?ority "u subsection 7a77#a74 7#c7 ,use ( proce$s ,! proce$s ( a direct deb5ture-- 7,a7 = a small bus9ess conc]n t is an eligible entity1 may be us$ = any purpose = :i* a loan "u section #ejb may be us$1 includ+ to acquire r5ewable en]gy equipm5t & = work+ capital2 & 7,b7 = a small bus9ess conc]n t is n an eligible entity1 may be us$ to acquire r5ewable en]gy equipm5t4 7#d7 ,maximum loan am\nt 7,a7 ,9 g5]al ,a direct deb5ture %all be 9 an am\nt n m ?an #f1ejj1jjj4 7,b7 ,co/ ( project ,! am\nt ( ! proce$s ( a direct deb5ture may n exce$ ! am\nt equal to #ajj p]c5t ( ! co/ ( ! project = :i* ! proce$s are to be us$4 7#e7 ,crit]ia = assi/ance 7,a7 ,no community injection funds requir$ ,compliance ) subp>agraph 7,b7 ( section #ejb7;a77#c7 %all n be requir$ = a direct deb5ture4 7,b7 ,fund+ f small bus9ess conc]n ,a small bus9ess conc]n receiv+ funds "u a direct deb5ture-- 7i7 = a direct deb5ture us$ = work+ capital1 is n requir$ to provide funds t[>d ! total co/ ( ! project f9anc$2 7ii7 = a direct deb5ture us$ = r5ewable en]gy equipm5t1 may provide n m ?an #aj p]c5t ( ! total co/ ( ! project f9anc$2 & 7iii7 = a direct deb5ture us$ = any o!r eligible purpose1 %all provide n less ?an #e p]c5t ( ! total co/ ( ! project f9anc$4 7#f7 ,fees ,) respect to ea* deb5ture made 9 accordance ) ?is p>agraph1 9 addition to o!r fees au?oriz$ "u ?is section1 ! ,adm9i/rator1 an au?oriz$ ?ird p>ty1 or an ag5t may-- 7,a7 impose1 collect1 reta91 & utilize fees1 :i* %all be *>g$ to ! borr[]1 to cov] any co/s associat$ ) ref]r+ applications or orig9at+1 und]writ+1 mak+1 disburs+1 clos+1 & s]vic+1 or liquidat+ ! loan1 includ+ any c5tral s]vic+ ag5t co/s1 o!r program or contract co/s1 or o!r ag5t adm9i/rative exp5ses2 7,b7 impose1 collect1 reta91 & use fees 7includ+ unus$ fees & draw fees71 :i* may be *>g$ to ! borr[] on loans = revolv+ l9es ( cr$it2 & 7,c7 e/abli% fees t may be *>g$ by int]im l5d]s = int]im f9anc+ provid$ 9 connection ) a direct deb5ture1 includ+ = 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#g7 ,int]im f9anc+ ,no?+ 9 ?is subsection %all be con/ru$ to re/rict ! ability ( a ,/ate or local developm5t company to use a ?ird p>ty l5d] or ano!r l5d] to provide int]im f9anc+ = all project co/s except ! borr[]'s contribution1 9 accordance ) section #abj4hij ( title #ac1 ,code ( ,f$]al ,regulations1 or any successor !reto1 9 connection ) provid+ a direct deb5ture to a small bus9ess conc]n4 7#h7 ,o!r t]ms 7,a7 ,9 g5]al ,n lat] ?an #ij days aft] ! date ( ! enactm5t ( ?is p>agraph1 ! ,adm9i/rator %all issue int]im f9al rules relat+ to ! und]writ+ crit]ia1 int]e/ rate1 maturity1 collat]al1 s]vic+1 & o!r t]ms or project requirem5ts ( a direct deb5ture made 9 accordance ) ?is subsection & revis+ any o!r rules necess>y to c>ry out ?is subsection4 7,b7 ,repaym5t ,n lat] ?an #ij days aft] ! date ( ! enactm5t ( ?is subsection1 ! ,adm9i/rator %all issue rules to all[ reasonable assurance ( repaym5t ( a direct deb5ture1 includ+ reasonable assurance ( repaym5t f ! assets conv]t+ to ca% to be ! prim>y =m ( repaym5t "u ?is subsection4 4 7c7 ,calculation ( job creation requirem5t ,section #eja7;e77#d7 ( ! ,small ,bus9ess ,inve/m5t ,act ( #aieh 7#ae ,u4,s4,c4 #fie7;e77#d77 is am5d$ to read z foll[s3 7#d7 ,loans = projects ( small manufactur]s & direct deb5ture loans "u section #ejc7;j7 %all be exclud$ f calculations "u p>agraph 7#b7 or 7#c7 ( ?is subsection4 4 ,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 ( any money 9 ! ,treasury n o!rwise appropriat$ #e1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbh to c>ry out section #ec ( ! ,small ,bus9ess ,act1 z add$ by p>agraph 7#b74 ,am\nts appropriat$ by ?is subsection %all rema9 available = #c fiscal ye>s4 7#b7 ,9 g5]al ,! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fca et seq47 is am5d$ by ins]t+ aft] section #eb1 z add$ by section #ajcja ( ?is title1 ! foll[+3 #ec4 ,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$ #e1jjj1jjj1 = ea* ( fiscal ye>s #bjbb ?r\gh #bjbh to c>ry out section #ed ( ! ,small ,bus9ess ,act1 z add$ by p>agraph 7#b74 ,am\nts appropriat$ by ?is subsection %all rema9 available = #c fiscal ye>s4 7#b7 ,9 g5]al ,! ,small ,bus9ess ,act 7#ae ,u4,s4,c4 #fca et seq47 is am5d$ by ins]t+ aft] section #ec1 z add$ by subsection 7a71 ! foll[+3 #ed4 ,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$1 #e1jjj1jjj1 = ea* ( fiscal ye>s #bjbb ?r\gh #bjbh = c>ry+ out ?is section4 ,am\nts appropriat$ by ?is subsection %all rema9 available = #c fiscal ye>s4 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$1 #a1bej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = adm9i/rative exp5ses relat$ to c>ry+ out ?is title1 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 7c7 ,recission ,) respect to am\nts appropriat$ "u subsection 7a7-- 7#a7 ! ,secret>y ( ! ,treasury %all complete all disbursem5ts & rema9+ obligations be=e ,septemb] #cj1 #bjca2 & 7#b7 ! unexp5d$ balance ( su* am\nts ,septemb] #cj1 #bjca1 %all be resc9d$ & deposit$ into ! g5]al fund ( ! ,treasury4 #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$1 #be1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = audits1 inve/igations1 & o!r ov]sight ( projects & activities c>ri$ 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 funds 9 ! ,treasury n o!rwise appropriat$1 #i1ijj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = competitive grants to support access to af=dable h\s+ & ! enhancem5t ( mobility = resid5ts 9 disadvantag$ communities or neighborhoods1 9 p]si/5t pov]ty communities1 or = l[-income rid]s g5]ally4 7b7 ,crit]ia & process ,! ,secret>y ( ,h\s+ & ,urban ,developm5t & ! ,adm9i/rator ( ! ,f$]al ,transit ,adm9i/ration %all e/abli% crit]ia & a process = ! allocation ( funds made available "u ?is section 9 a mann] to ensure t su* funds support-- 7#a7 access to af=dable h\s+2 7#b7 enhanc$ mobility = resid5ts & rid]s1 includ+ ^? 9 disadvantag$ communities & neighborhoods1 p]si/5t pov]ty communities1 or = l[-income rid]s g5]ally2 or 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$ical c>e2 or 7,c7 enhanc$ access to groc]y /ores ) fre% foods to help elim9ate food des]ts4 7c7 ,adm9i/ration ( funds ,funds made available "u ?is section %all-- 7#a7 be available to recipi5ts & subrecipi5ts eligible "u *apt] #ec ( title #di1 ,unit$ ,/ates ,code2 7#b7 aft] allocation1 be adm9i/]$ by ! ,adm9i/rator ( ! ,f$]al ,transit ,adm9i/ration-- 7,a7 to recipi5ts & subrecipi5ts 9 urban areas1 z if su* funds 7 provid$ "u section #ecjg ( title #di1 ,unit$ ,/ates ,code2 7,b7 to recipi5ts & subrecipi5ts 9 rural areas1 z if su* funds 7 provid$ "u section #ecaa ( su* title2 7,c7 = any project activities relat$ to ! acquisition ( z]o-emission buses or relat$ infra/ructure1 z if funds = su* activities 7 aw>d$ "u section #ecci7;c7 ( su* title2 7,d7 = any activities relat$ to rese>* t supports 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* vehicles1 z if funds = su* activities 7 provid$ "u section #ecab ( su* title2 or 7,e7 = any activities relat$ to ! tra9+ & developm5t ( ! transit work=ce t provides s]vice to disadvantag$ communities or neighborhoods & rural areas1 includ+ ! creation ( new employm5t opportunities 9 ! transit indu/ry = work]s f su* communities1 neighborhoods or areas1 z if funds = su* activities 7 provid$ "u section #ecad ( su* title2 7#c7 n be subject to any re/riction on ! total am\nt ( funds available = implem5tation or execution ( programs au?oriz$ "u section #ecjg1 #ecaa1 #ecab1 #ecad1 or #ecci ( title #di1 ,unit$ ,/ates ,code2 7#d7 not)/&+ p>agraph 7#a71 be available = grants = up to #ajj p]c5t ( ! net co/ ( a project2 & 7#e7 be exp5d$ 9 compliance ) ! requirem5ts ( "p #bf ( title #di1 ,code ( ,f$]al ,regulations4 7d7 ,eligible activities ,eligible activities = funds made available "u ?is section %all be-- 7#a7 con/ruction ( a new fix$ 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 includ+ co/s relat$ to ! acquisition ( su* vehicles & relat$ *>g+ or fuel+ infra/ructure1 or a collection ( su* projects2 7#c7 ! e/abli%m5t or expansion ( high-frequ5cy bus s]vice t utilizes z]o-emission buses1 includ+ co/s relat$ to ! acquisition ( su* vehicles & relat$ *>g+ or fuel+ infra/ructure1 b does n h all ( ! features ( a bus rapid transit project or corridor-bas$ bus rapid transit project2 7#d7 an expansion ( ! s]vice area or ! frequ5cy ( s]vice ( recipi5ts or subrecipi5ts "u section #ecaa ( title #di1 ,unit$ ,/ates ,code1 :i* may include op]ational exp5ses1 includ+ ! provision ( f>e-free or r$uc$-f>e s]vice1 or ! acquisition ( vehicles or infra/ructure to exp& s]vice2 7#e7 not)/&+ subsection 7a77#a7 ( section #ecjg ( su* title1 an expansion ( ! s]vice area or ! frequ5cy ( s]vice ( recipi5ts "u su* section1 :i* may include op]ational exp5ses1 includ+ ! provision ( f>e-free or r$uc$-f>e s]vice1 or ! acquisition ( z]o-emission vehicles or infra/ructure to exp& s]vice2 7#f7 r5ovation or con/ruction ( facilities & incid5tal exp5ses to cont9ue or exp& transit s]vice 9 disadvantag$ communities or neighborhoods or s]vice t b5efits l[-income rid]s g5]ally2 7#g7 rese>* activities & capital exp5ses relat$ to rese>* "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#h7 activities "u section #ecad ( su* title t support ! tra9+ & developm5t ( ! transit work=ce t provides s]vice to disadvantag$ communities or neighborhoods & rural areas1 includ+ ! creation ( new employm5t opportunities 9 ! transit indu/ry = work]s f su* communities1 neighborhoods1 or areas2 7#i7 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 f a program c>ri$ out by ! ,adm9i/rator ( ! ,f$]al ,transit ,adm9i/ration1 if-- 7,a7 ! applicant demon/rates t ! availability ( fund+ "u ?is section provides additional support = access to af=dable h\s+ & ! enhancem5t ( mobility = resid5ts 9 disadvantag$ communities or neighborhoods1 p]si/5t pov]ty communities1 or = l[-income rid]s g5]ally 9 ! s]vice area ( ! recipi5t1 consi/5t ) ! purposes describ$ 9 subsection 7b72 & 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$]al ,transit ,adm9i/ration2 7#aj7 fleet transition1 r\te1 or o!r public transportation plann+1 includ+ plann+ relat$ to economic developm5t2 or 7#aa7 projects to upgrade ! accessibility ( bus or rail public transportation s]vices = p]sons ) disabilities1 includ+ individuals :o use :eel*airs1 9 disadvantag$ communities or neighborhoods4 7e7 ,adm9i/rative exp5ses ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! foll[+3 7#a7 ,! co/s ( adm9i/]+ & ov]see+ ! implem5tation ( ?is section4 7#b7 ,to make new aw>ds or to increase prior aw>ds to provide te*nical assi/ance & capacity build+ = eligible recipi5ts or subrecipi5ts "u ?is section4 #aajjjb4 ,community climate inc5tive grants 7a7 ,f$]al ,highway ,adm9i/ration appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 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$uce gre5h\se gas emissions2 7#b7 to e/abli% an inc5tive /ructure to rew>d ,/ates t demon/rate ! mo/ significant progress t[>ds a*iev+ r$uctions 9 gre5h\se gas emissions2 7#c7 to e/abli% consequ5ces = ,/ates t d n a*ieve r$uctions 9 gre5h\se gas emissions2 7#d7 to issue guidance & regulations1 & provide te*nical assi/ance1 z necess>y to implem5t ?is section2 & 7#e7 f any rema9+ am\nts aft] c>ry+ out p>agraphs 7#a7 ?r\gh 7#d71 = op]ations & adm9i/ration ( ! ,f$]al ,highway ,adm9i/ration4 7b7 ,grants to ,/ates ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration1 = 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 "u subsection 7a77#b72 or 7#b7 h adopt$ c>bon r$uction /rategies t contribute to a*iev+ net-z]o gre5h\se gas emissions by #bjej1 & h incorporat$ su* /rategies into ! transportation plans requir$ "u section #ace ( title #bc1 ,unit$ ,/ates ,code4 7c7 ,grants to o!r eligible entities ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #c1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration = grants1 to be aw>d$ on a competitive basis1 = c>bon r$uction projects to eligible entities t are n ,/ates4 7d7 ,use ( funds 7#a7 ,9 g5]al ,funds made available "u subsections 7b7 & 7c7 %all be adm9i/]$ z if made available "u *apt] #a ( title #bc1 ,unit$ ,/ates ,code1 & a project c>ri$ out "u ?is section %all be treat$ z a project on a ,f$]al-aid highway "u su* *apt]4 7#b7 ,grants to ,/ates ,funds made available "u subsection 7b7 adm9i/]$ by or ?r\gh a ,/ate dep>tm5t ( transportation %all be exp5d$ 9 compliance ) ! requirem5ts ( "p #bf ( title #di1 ,code ( ,f$]al ,regulations4 7e7 ,f$]al %>e 7#a7 ,9 g5]al ,! ,f$]al %>e = a recipi5t ( funds t is n a ,/ate "u ?is section may be up to #ajj p]c5t4 7#b7 ,/ates ,! ,f$]al %>e = a recipi5t ( funds "u ?is section t is a ,/ate %all be det]m9$ 9 accordance ) section #abj ( title #bc1 ,unit$ ,/ates ,code4 7f7 ,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$]al-aid highways2 & 7#b7 be us$ = projects t result 9 additional ?r\gh travel lanes = s+le occupant pass5g] vehicles4 7g7 ,def9itions ,9 ?is section3 7#a7 ,c>bon r$uction project ,a c>bon r$uction project means a project t is eligible "u title #bc1 ,unit$ ,/ate ,code1 & t-- 7,a7 w result 9 significant r$uctions 9 gre5h\se gas emissions relat$ to a surface transportation facility or project2 7,b7 provides z]o-emission transportation options2 7,c7 r$uces dep5d5ce on s+le-occupant vehicle trips2 or 7,d7 advances c>bon r$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 #acd ( title #bc1 ,unit$ ,/ates ,code72 7,e7 a special purpose di/rict or public au?ority ) a transportation function2 7,f7 a recipi5t ( funds "u section #bjb ( title #bc1 ,unit$ ,/ate ,code2 or 7,g7 a ,/ate4 7#c7 ,/ate ,! t]m ,/ate has ! mean+ giv5 ! t]m 9 section #aja ( title #bc1 ,unit$ ,/ates ,code4 #aajjjc4 ,neighborhood access & equity grants 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #c1iej1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration-- 7#a7 = grants to eligible entities describ$ 9 subsection 7b7 to improve walkability1 safety1 & af=dable transportation access ?r\gh con/ruction 7z su* t]m is def9$ 9 section #aja ( title #bc1 ,unit$ ,/ates ,code7 ( 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 or sp9es2 or 7,e7 to provide af=dable access to ess5tial de/9ations1 public spaces1 or transportation l9ks & hubs2 7#b7 = mitigation grants to eligible entities describ$ 9 subsection 7b7 to 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 7z su* t]m is def9$ 9 section #aja ( title #bc1 ,unit$ ,/ates ,code7 (-- 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$uce1 or to mitigate1 urban heat isl& hot spots 9 ! transportation "r ( way or on surface transportation facilities2 or 7,e7 safety improvem5ts = vuln]able road us]s2 & 7#c7 = grants to eligible entities describ$ 9 subsection 7b7 = 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 locations2 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 ,/ate 7z su* t]m is def9$ 9 section #aja ( title #bc1 ,unit$ ,/ates ,code72 7#b7 a unit ( local gov]nm5t2 7#c7 a political subdivision ( a ,/ate 7z su* t]m is def9$ 9 section #aja ( title #bc1 ,unit$ ,/ates ,code72 7#d7 a recipi5t ( funds "u section #bjb ( title #bc1 ,unit$ ,/ates ,code2 7#e7 a t]ritory ( ! ,unit$ ,/ates2 7#f7 a metropolitan plann+ organization 7z def9$ 9 section #acd7;b7 ( title #bc1 ,unit$ ,/ates ,code72 or 7#g7 ) respect to a grant describ$ 9 subsection 7a77#c71 9 addition to an eligible entity describ$ 9 p>agraphs 7#a7 ?r\gh 7#f71 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#f74 7c7 ,facility describ$ ,a facility 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 ,local te*nical assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 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* local gov]nm5t to assume responsibilities to deliv] surface transportation projects2 & 7#c7 op]ations & adm9i/ration ( ! ,f$]al ,highway ,adm9i/ration4 7e7 ,use ( funds 7#a7 ,9 g5]al ,! ,adm9i/rator %all provide grants to eligible entities describ$ 9 subsection 7b7 t submit an application to ! ,adm9i/rator at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,adm9i/ration requires4 7#b7 ,m9imum inve/m5t ,n less ?an #a1ehj1jjj1jjj ( funds made available "u subsection 7a7 %all be di/ribut$ = projects 9 communities t-- 7,a7 are economically disadvantag$1 includ+ an und]s]v$ community or a community locat$ 9 an area ( p]si/5t pov]ty2 7,b7 h ent]$ or w ent] into a community b5efits agreem5t ) repres5tatives ( ! community2 7,c7 h an anti-displacem5t policy1 a community l& tru/1 or a community advisory bo>d 9 effect2 or 7,d7 h demon/rat$ a plan = employ+ local resid5ts 9 ! area impact$ by ! activity or project propos$ "u ?is section4 7f7 ,adm9i/ration 7#a7 ,9 g5]al ,am\nts made available "u subsection 7a7 %all be adm9i/]$ z if made available "u *apt] #a ( title #bc1 ,unit$ ,/ates ,code1 & a project c>ri$ out "u ?is section %all be treat$ z a project on a ,f$]al-aid highway "u su* *apt]4 7#b7 ,grants to ,/ates ,funds made available "u subsection 7a7 adm9i/]$ by or ?r\gh a ,/ate dep>tm5t ( transportation %all be exp5d$ 9 compliance ) ! requirem5ts ( "p #bf ( title #di1 ,code ( ,f$]al ,regulations4 7g7 ,co/ %>e ,! ,f$]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 7h7 ,limitations ,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$]al-aid highways2 & 7#b7 be us$ = a project = additional ?r\gh travel lanes = s+le-occupant pass5g] vehicles4 #aajjjd4 ,f$]al ,highway ,adm9i/ration section #bjb funds 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration = ! purposes describ$ "u section #bjb ( title #bc1 ,unit$ ,/ates ,code4 7b7 ,di/ribution ( funds ,! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration %all adm9i/] am\nts made available "u subsection 7a7 z if allocat$ "u section #bjb ( title #bc1 ,unit$ ,/ates ,code4 7c7 ,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$]al-aid highways4 #aajjje4 ,t]ritorial highway program fund+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #cbj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration = ! purposes describ$ "u section #afe7;c7 ( title #bc1 ,unit$ ,/ates ,code4 7b7 ,adm9i/ration ( funds ,! ,adm9i/rator ( ! ,f$]al ,highway ,adm9i/ration %all adm9i/] am\nts made available "u subsection 7a7 z if allocat$ "u section #afe7;c7 ( title #bc1 ,unit$ ,/ates ,code4 7c7 ,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$]al-aid highways4 #aajjjf4 ,traffic safety cle>+h\se 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,adm9i/rator ( ! ,national ,highway ,traffic ,safety ,adm9i/ration to make #a or m grants1 coop]ative agreem5ts1 or contracts ) #a or m qualifi$ in/itutions to-- 7#a7 op]ate a national cle>+h\se = fair & equitable traffic safety en=cem5t programs2 7#b7 rese>* & develop sy/ems = ,/ates to collect traffic safety en=cem5t data & 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 on implem5t+ equitable traffic safety en=cem5t be/ practices to assi/ ,/ates & local communities4 7b7 ,adm9i/ration ,n m ?an #e p]c5t ( ! am\nts made available "u ?is section may be us$ = sal>ies1 exp5ses1 & adm9i/ration ( ! ,national ,highway ,traffic ,safety ,adm9i/ration4 #aajjjg4 ,automat$ vehicles & mobility innovation ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #h1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,secret>y ( ,transportation to make a grant to a qualifi$ in/itution ( high] education to-- 7#a7 op]ate a national highly automat$ vehicle & mobility innovation cle>+h\se2 7#b7 collect1 conduct1 & support rese>* on ! second>y & societal impacts ( highly automat$ vehicles & mobility innovation on ! built environm5t2 & 7#c7 dissem9ate & make su* rese>* available on a public website to assi/ communities4 #aajjjh4 ,local transportation priorities 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ to ! ,secret>y ( ,transportation = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #f1jjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = projects to advance local surface transportation priorities4 7b7 ,davis ,bacon requirem5t 7#a7 ,9 g5]al ,all labor]s & me*anics employ$ by contractors or subcontractors 9 ! p]=mance ( con/ruction1 alt]ation1 or repair "w c>ri$ out1 9 :ole or 9 "p1 ) assi/ance made available "u ?is section %all be paid wages at rates n less ?an ^? prevail+ on projects ( a "* simil> 9 ! locality z det]m9$ by ! ,secret>y ( ,labor 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7#b7 ,au?ority & functions ,) respect to ! labor /&>ds specifi$ 9 ?is subsection1 ! ,secret>y ( ,labor %all h ! au?ority & functions set =? 9 ,reorganization ,plan ,numb]$ #ad ( #aiej 7#fd ,/at4 #abfg2 #e ,u4,s4,c4 ,app47 & section #cade ( title #dj1 ,unit$ ,/ates ,code4 #aajjji4 ,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$1 #aj1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = f9ancial assi/ance "u *apt] #bfa ( title #di1 ,unit$ ,/ates ,code1 to eligible entities = eligible projects4 7b7 ,allocation ,( ! funds provid$ pursuant to subsection 7a71 n less ?an #aj p]c5t %all be us$ = eligible projects z describ$ "u subsection 7e77#a77;,a74 7c7 ,f$]al %>e ,= any f9ancial assi/ance provid$ pursuant to ?is section1 ! ,f$]al %>e may n exce$ #ij p]c5t ( ! total co/ ( ! eligible project4 7d7 ,ov]sight ,n m ?an #a p]c5t ( ! am\nts made available "u subsection 7a7 %all be = ! use ( ! ,secret>y ( ,transportation = ! co/s ( aw>d & project managem5t ( f9ancial assi/ance provid$ "u ?is section4 7e7 ,def9itions ,9 ?is section3 7#a7 ,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;b7 ( title #di1 ,unit$ ,/ates ,code2 or 7,b7 a capital project = high-spe$ rail corridor developm5t t-- 7i7 directly s]ves rail /ations )9 urban areas1 z publi%$ by ! ,bureau ( ! ,c5sus1 t are locat$ 9 close proximity to a c5sus tract1 z publi%$ by ! ,bureau ( ! ,c5sus1 )9 ! urban area t has a great] population d5sity ?an ! urban area z a :ole2 & 7ii7 is eligible to receive f9ancial assi/ance = a capital project1 z def9$ 9 section #bfajf7;b77#c7 ( title #di1 ,unit$ ,/ates ,code4 7#b7 ,eligible entity ,! t]m eligible entity means-- 7,a7 an entity eligible to receive f9ancial assi/ance "u section #bfaja ( title #di1 ,unit$ ,/ates ,code2 or 7,b7 an applicant eligible to receive a grant "u section #bfajf ( title #di1 ,unit$ ,/ates ,code4 7#c7 ,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$s ( #afj miles p] h\r or m on %>$-use "r-(-way or #ahf miles p] h\r or m on d$icat$ "r-(-way4 7#d7 ,corridor ,! t]m corridor means an exi/+1 modifi$1 or propos$ int]city pass5g] rail s]vice1 z def9$ 9 section #bfajf7;b7 ( title #di1 ,unit$ ,/ates ,code4 #aajjaj4 ,railroad rehabilitation infra/ructure & f9anc+ cr$it risk premium assi/ance 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,secret>y ( ,transportation1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj1 9 fiscal ye> #bjbb1 to rema9 available until ,septemb] #cj1 #bjbf1 to provide cr$it risk premium assi/ance to eligible entities ?r\gh ! railroad rehabilitation infra/ructure & f9anc+ program e/abli%$ by title ,v ( ! ,railroad ,revitalization & ,regulatory ,re=m ,act ( #aigf4 7b7 ,eligible entities ,= purposes ( ?is section1 eligible entities %all include-- 7#a7 railroad c>ri]s z def9$ 9 section #bjajb ( title #di1 ,unit$ ,/ates ,code2 7#b7 ,/ate or local gov]nm5ts2 or 7#c7 gov]nm5t-sponsor$ au?orities or corporations4 7c7 ,allocation 7#a7 ,public pass5g] rail projects ,n less ?an #ej p]c5t ( ! am\nts appropriat$ "u subsection 7a7 %all be set aside = publicly own$ or op]at$ pass5g] rail projects4 7#b7 ,freight railroads ,n less ?an #be p]c5t ( ! am\nts appropriat$ "u subsection 7a7 %all be set aside = freight railroads t are n ,class ,i railroads4 #aajjaa4 ,alt]native fuel & l[-emission aviation te*nology program 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$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,secret>y ( ,transportation to provide grants to1 & ent] into co/-%>+ agreem5ts )1 eligible entities to c>ry out projects locat$ 9 ! ,unit$ ,/ates t-- 7#a7 develop1 demon/rate1 or apply l[-emission aviation te*nologies2 or 7#b7 produce1 transport1 bl5d1 or /ore su/a9able aviation fuels t w\ld r$uce gre5h\se gas emissions attributable to ! op]ation ( aircraft t h fuel uplift 9 ! ,unit$ ,/ates4 7b7 ,selection ,9 c>ry+ out subsection 7a71 ! ,secret>y %all consid]1 ) respect to a propos$ project-- 7#a7 ! anticipat$ public b5efits ( ! project2 7#b7 ! pot5tial 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#c7 ! pot5tial = creat+ new jobs 9 ! ,unit$ ,/ates2 7#d7 ! pot5tial ! project has to r$uce or displace1 on a lifecycle basis1 ,unit$ ,/ates gre5h\se gas emissions associat$ ) air travel2 7#e7 ! propos$ utilization ( non-,f$]al co/-%>e contributions2 7#f7 = projects relat$ to ! production ( su/a9able aviation fuel1 ! pot5tial net gre5h\se gas emissions impact ( su* fuel on a lifecycle basis1 :i* %all include fe$/ock1 fuel production1 & pot5tial direct & indirect gre5h\se gas emissions 7includ+ result+ f *anges 9 l& use72 7#g7 h[ ! project w /r5g!n ! lead]%ip ( ! ,unit$ ,/ates 9 ei!r su/a9able aviation fuels or 9 l[-emission aviation te*nologies2 7#h7 ! b5efits ( ensur+ a div]sity ( fe$/ocks = su/a9able aviation fuel1 includ+ ! use ( wa/e c>bon oxides & direct air capture2 7#i7 ! pot5tial = p>tn]%ips ) relevant supply *a9 /akehold]s = su/a9able aviation fuel2 7#aj7 ! pot5tial to lev]age exi/+ indu/rial infra/ructure to accel]ate ! deploym5t ( su/a9able aviation fuels2 7#aa7 a]onautical con/ruction & design improvem5ts t result 9 m effici5t aircraft1 includ+ new aircraft ar*itectures1 innovative propulsion integration1 & high-p]=mance lightweight mat]ials2 7#ab7 m effici5t aircraft eng9es1 includ+ innovative eng9e ar*itectures1 hybrid-electric eng9es1 & all-electric eng9es suitable = fully or p>tially p[]+ aircraft op]ations2 & 7#ac7 air traffic managem5t & navigation te*nologies t p]mit m effici5t flight patt]ns4 7c7 ,fund+ di/ribution ,( ! am\nt made available "u subsection 7a71 #cj p]c5t ( su* am\nt %all be aw>d$ = projects describ$ 9 subsection 7a77#a7 & #gj p]c5t ( su* am\nt %all be aw>d$ = projects describ$ 9 subsection 7a77#b74 7d7 ,f$]al co/ %>e ,! ,secret>y %all det]m9e a high] ,f$]al %>e ( project co/s = any co/-%>e agreem5t or grant aw>d$ to any eligible recipi5t = a project "u subsection 7a7 t involves a l[-emission aviation te*nology t exce$s a #bj p]c5t r$uction 9 fuel burn comp>$ to curr5t be/ 9 class aircraft or a su/a9able aviation fuel t sub/antially exce$s a #ej p]c5t lifecycle gre5h\se gas emission r$uction comp>$ to conv5tional jet fuels4 7e7 ,program requirem5ts ,z a condition ( receiv+ funds "u ?is section1 ! ,secret>y may approve an aw>d "u ?is section only if ! ,secret>y has receiv$ writt5 assurances f ! recipi5t t-- 7#a7 any l[-emission aviation te*nology t is fund$ or is "p ( a project fund$ by a grant "u subsection 7a77#a7 is produc$ 9 ! ,unit$ ,/ates2 7#b7 any su/a9able aviation fuel t is "p ( a project fund$ by a grant "u subsection 7a77#b7 is-- 7,a7 produc$ 9 ! ,unit$ ,/ates2 & 7,b7 is n d]iv$ f fe$/ocks t are develop$ ?r\gh practices t ?reat5 mass de=e/ation1 h>m biodiv]sity1 or o!rwise promote environm5tally unsu/a9able processes2 & 7#c7 ! recipi5t ( grant fund+ has adequately consid]$ ! environm5tal ju/ice & equity impacts ( any project on und]s]v$ communities4 7f7 ,developm5t projects ,section #dgaab7;a7 ( title #di1 ,unit$ ,/ates ,code1 is am5d$ by ins]t+ or labor = a project fund$ "u section #aajjaa ( ! ,act entitl$ ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad aft] ?is sub*apt]4 7g7 ,adm9i/rative exp5ses ,! ,secret>y may reta9 up to #a p]c5t ( ! funds provid$ "u ?is section to fund ! aw>d (1 & ov]sight by ! ,secret>y (1 grants made "u ?is section4 7h7 ,def9itions ,9 ?is section3 7#a7 ,eligible entity ,! t]m eligible entity means-- 7,a7 a ,/ate or local gov]nm5t 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 p]son or entity engag$ 9 ! production1 transportation1 bl5d+ or /orage ( su/a9able aviation fuel or fe$/ocks t c\ld be us$ to produce su/a9able aviation fuel2 7,f7 a p]son or entity engag$ 9 ! developm5t1 demon/ration1 or application ( l[-emission aviation te*nologies2 or 7,g7 nonpr(it entities or nonpr(it consortia ) exp]i5ce 9 su/a9able aviation fuel1 l[-emission te*nology1 or o!r clean transportation rese>* programs4 7#b7 ,l[-emission aviation te*nology ,! t]m l[-emission aviation te*nology means te*nologies t significantly-- 7,a7 improve aircraft fuel effici5cy2 7,b7 increase utilization ( su/a9able aviation fuels2 or 7,c7 r$uce gre5h\se gas emissions produc$ dur+ op]ation ( civil aircraft4 7#c7 ,su/a9able aviation fuel ,! t]m su/a9able aviation fuel means liquid fuel 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 7z su* t]m is def9$ 9 section #de,k7c77#c7 ( ! ,int]nal ,rev5ue ,code ( #aihf71 wa/e /reams1 r5ewable en]gy s\rces 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$uction ( ! aggregate attributional core lifecycle gre5h\se gas emissions & ! induc$ l& use *ange values "u ! lifecycle me?odology = su/a9able aviation fuel adopt$ by ! ,int]national ,civil ,aviation ,organization = ! ,c>bon ,(fsett+ & ,r$uction ,s*eme = ,int]national ,aviation ) ! agreem5t ( ! ,unit$ ,/ates2 or 7ii7 ! fuel production pa?way a*ieves at lea/ a #ej p]c5t r$uction ( ! aggregate attributional core lifecycle gre5h\se gas emissions values "u ano!r me?odology t ! ,secret>y1 9 consultation ) ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 det]m9es is-- 7,i7 reflective ( ! late/ sci5tific und]/&+ ( lifecycle gre5h\se gas emissions2 & 7,,ii7 z /r+5t z ! requirem5t "u clause 7i74 7i7 ,"t limit = adoption ( new su/a9able aviation fuel emissions r$uction te/ ,= purposes ( clause 7ii7 ( subsection 7h77#c77;,e71 ! ,secret>y1 9 consultation ) ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 %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 #aajjab4 ,implem5tation ( ! c>bon (fsett+ & r$uction s*eme = int]national aviation 7a7 ,9 g5]al ,9 addition to am\nts o!rwise made available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #f1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 = ! ,secret>y ( ,transportation to ensure ! ,unit$ ,/ates complies ) its obligations ) respect to volume ,,iv ( annex #af to ! ,conv5tion on ,int]national ,civil ,aviation 7#fa ,/at4 #aahj7 7,c>bon ,(fsett+ & ,r$uction ,s*eme = ,int]national ,aviation1 h]e9aft] ,,corsia74 7b7 ,regulations 7#a7 ,9 g5]al ,! ,secret>y %all issue regulations ) requirem5ts to ensure ! ,unit$ ,/ates complies ) ! obligations ref]5c$ 9 subsection 7a71 includ+ requirem5ts = op]ators ( civil aircraft ( ! ,unit$ ,/ates ) respect to-- 7,a7 monitor+1 report+1 & v]ify+ quantities ( c>bon emissions cov]$ "u ! ,,corsia1 cancell+ eligible emissions units & report+ & v]ify+ su* cancellations1 & report+ use ( ,,corsia eligible fuels2 & 7,b7 submission ( su* in=mation z ! ,secret>y det]m9es is necess>y ) respect to implem5tation ( ! ,,corsia4 7#b7 ,/&>ds & recomm5d$ practices ,regulations issu$ "u ?is subsection %all be consi/5t ) applicable /&>ds & recomm5d$ practices publi%$ 9 volume ,,iv ( annex #af to ! ,conv5tion on ,int]national ,civil ,aviation 7#fa ,/at4 #aahj7 & associat$ implem5tation elem5ts1 adopt$ by ! ,int]national ,civil ,aviation ,organization prior to enactm5t ( ?is ,act1 & any am5dm5ts or updates to su* /&>ds & relat$ docum5ts ) :i* ! ,unit$ ,/ates concurs4 7c7 ,reports ,n lat] ?an ,decemb] #ca1 #bjbb1 & e #c ye>s !reaft]1 ! ,secret>y %all submit to ! ,committee on ,transportation & ,infra/ructure ( ! ,h\se ( ,repres5tatives & ! ,committee on ,comm]ce1 ,sci5ce1 & ,te*nology ( ! ,s5ate a report assess+ ! compliance ( op]ators ( civil aircraft regi/]$ 9 ! ,unit$ ,/ates ) regulations issu$ "u ?is section z well z ! /&>ds & recomm5d$ practices ref]5c$ 9 subsection 7b77#b71 z applicable4 #aajjac4 ,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 #bia1jjj1jjj1 to rema9 available until exp5d$1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy to c>ry out activities describ$ 9 section #bjc7;i7 ( ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act 7#db ,u4,s4,c4 #eacc7;i771 not)/&+ section #bjc7;f77#b7 ( su* ,act 7#db ,u4,s4,c4 #eacc7;f77#b771 includ+ = activities & grants t provide te*nical assi/ance & capacity build+ = ,/ate1 local1 ,indian ,tribal1 or t]ritorial gov]nm5ts = e/abli%+1 implem5t+1 & c>ry+ out en=cem5t activities ( ! late/ publi%$ editions ( relevant p]=mance-bas$ & cons5sus-bas$ codes1 specifications1 & /&>ds t incorporate haz>d-resi/ant designs & ! late/ requirem5ts = ! ma9t5ance & inspection ( exi/+ build+s to address haz>d risk4 7b7 ,co/ %>e ,! ,f$]al %>e ( ! assi/ance provid$ 9 ?is section %all be #ajj p]c5t4 7c7 ,adm9i/ration ,9 addition to am\nts made available = adm9i/rative exp5ses "u section #bje7;d77#b7 ( ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act 7#db ,u4,s4,c4 #eace7;d77#b771 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise available1 #i1jjj1jjj to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy1 to rema9 available until exp5d$1 = adm9i/ration ( ?is section4 #aajjad4 ,haz>d mitigation revolv+ loan fund 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #die1jjj1jjj1 to rema9 available until exp5d$1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = ! e/abli%m5t & c>ry+ out ( haz>d mitigation revolv+ loan fund grants "u section #bje ( ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act 7#db ,u4,s4,c4 #eace74 7b7 ,adm9i/ration ,9 addition to am\nts made available = adm9i/rative exp5ses "u section #bje7;d77#b7 ( ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act 7#db ,u4,s4,c4 #eace7;d77#b771 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise available1 #e1jjj1jjj to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy1 to rema9 available until exp5d$1 = adm9i/ration ( ?is section4 #aajjae4 ,upgrad+ public al]t & w>n+ 7a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bd1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbd1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy to upgrade ! ,integrat$ ,public ,al]t & ,w>n+ ,sy/em = implem5tation ( ! ,next ,g5]ation ,w>n+ ,sy/em4 7b7 ,assi/ance to c]ta9 entities ,9 c>ry+ out subsection 7a71 ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy is au?oriz$ to issue noncompetitive1 risk-in=m$ f9ancial assi/ance to public broadca/+ entities1 z def9$ 9 section #cig ( ! ,communications ,act ( #aicd 7#dg ,u4,s4,c4 #cig74 7c7 ,adm9i/ration ,9 addition to am\nts made available = adm9i/rative exp5ses "u section #bje7;d77#b7 ( ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act 7#db ,u4,s4,c4 #eace7;d77#b771 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise available1 #a1jjj1jjj to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy1 to rema9 available until ,septemb] #cj1 #bjbf1 = adm9i/ration ( ?is section4 #aajjaf4 ,f$]al assi/ance = em]g5cy manag]s 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 #dab1jjj1jjj1 to rema9 available until exp5d$1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = grants = con/ruction1 retr(it1 te*nological enhancem5t1 & updat$ requirem5ts ( ,/ate1 local1 ,indian ,tribal1 & t]ritorial em]g5cy op]ations c5t]s "u section #fad ( ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act 7#db ,u4,s4,c4 #eaif;c74 ,a ,/ate may provide grant funds "u ?is subsection to local gov]nm5ts & ,tribal gov]nm5ts to c>ry out ! activities = :i* su* funds are provid$4 7b7 ,adm9i/ration ,9 addition to am\nts made available = adm9i/rative exp5ses "u section #bje7;d77#b7 ( ! ,rob]t ,t4 ,/af=d ,disa/] ,relief & ,em]g5cy ,assi/ance ,act 7#db ,u4,s4,c4 #eace7;d77#b771 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise available1 #ac1jjj1jjj to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy1 to rema9 available until exp5d$1 = adm9i/ration ( ?is section4 7c7 ,limitation ,! am\nt ( a project "u a grant provid$ "u ?is section may n exce$ #d1jjj1jjj4 7d7 ,code compliance ,9 us+ funds "u subsection 7a71 a grant recipi5t %all act 9 compliance ) ! late/ publi%$ editions ( relevant cons5sus-bas$ codes1 specifications1 & /&>ds t incorporate ! late/ haz>d resi/ant designs & e/abli% m9imum acceptable crit]ia = ! design1 con/ruction1 & ma9t5ance ( /ructures & facilities = ! purpose ( protect+ ! heal?1 safety1 & g5]al welf>e ( ! build+ us]s aga9/ disa/]s4 #aajjag4 ,,fema procurem5t1 con/ruction1 & improvem5ts ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #bjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbf1 to ! ,adm9i/rator ( ! ,f$]al ,em]g5cy ,managem5t ,ag5cy = ! con/ruction1 r5ovation1 retr(it1 te*nological enhancem5t1 & updat$ requirem5ts ( ,f$]al em]g5cy tra9+ c5t]s & ,f$]al em]g5cy op]ations c5t]s4 #aajjah4 ,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$1 #d1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,secret>y ( ,comm]ce = grants "u section #bji ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cadi7 to develop regional economic gr[? clu/]s1 subject to ! condition t sections #bjd & #cja ( su* ,act 7#db ,u4,s4,c4 #cadd & #cafa7 %all n apply to grants made ) am\nts made available "u ?is subsection4 7b7 ,economic adju/m5t assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,secret>y ( ,comm]ce = economic adju/m5t assi/ance z au?oriz$ by section #bji ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cadi71 ( :i*-- 7#a7 #ejj1jjj1jjj %all be to provide assi/ance to en]gy & indu/rial transition communities1 includ+ coal1 oil & gas1 & nucle> transition communities2 & 7#b7 #ej1jjj1jjj %all be to provide grants = project pr$evelopm5t & capacity build+ activities1 includ+ activities relat+ to ! writ+ ( grant applications 7consi/5t ) section #bac ( su* ,act 7#db ,u4,s4,c4 #caec77 & /ip5ds to local community organizations = plann+ p>ticipation1 community outrea* & engagem5t activities1 subject to ! conditions t-- 7,a7 sections #bjd & #cja ( su* ,act 7#db ,u4,s4,c4 #cadd & #cafa7 %all n apply to grants made ) am\nts made available "u ?is p>agraph2 & 7,b7 n less ?an #ej p]c5t ( ! am\nts made available "u ?is p>agraph %all be = activities t are c>ri$ out 9 und]s]v$ communities4 7c7 ,grants = public works & economic developm5t ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,secret>y ( ,comm]ce = public works projects z au?oriz$ by section #bja ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cada74 7d7 ,adm9i/ration ,n m ?an #c p]c5t ( ! am\nts made available "u ?is section %all be us$ = ! adm9i/rative co/s ( c>ry+ out ?is section4 #aajjai4 ,recompete ,pilot ,program 7a7 ,economic ,developm5t ,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$1 #d1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! ,dep>tm5t ( ,comm]ce = economic adju/m5t assi/ance z au?oriz$ by section #bji ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cadi7 to e/abli% a pilot program1 to be kn[n z ! ,recompete ,pilot ,program1 to provide grants to specifi$ entities to c>ry out activities 9 eligible areas & ,tribal l&s = :i* a specifi$ entity has jurisdiction or o!rwise s]ves to support local labor m>kets1 local communities1 & ,tribal gov]nm5ts to alleviate p]si/5t economic di/ress & labor m>ket dislocation1 except t sections #bjd & #cja ( su* ,act %all n apply to a grant provid$ "u ?is section4 7b7 ,t]m ,a grant %all h a t]m ( #aj fiscal ye>s & be disburs$ at su* "t & 9 su* mann] z det]m9$ by ! ,secret>y ( ,comm]ce 9 accordance ) b5*m>k+ requirem5ts e/abli%$ by ! ,secret>y4 7c7 ,use ( funds ,( ! funds provid$ by ?is section-- 7#a7 n less ?an #c1hee1jjj1jjj %all be us$ = grants to be aw>d$ to at lea/ #ae specifi$ entities repres5t+ eligible areas to c>ry out activities describ$ 9 a recompete plan approv$ by ! ,secret>y ( ,comm]ce2 7#b7 n m ?an #be1jjj1jjj may be us$ = plann+ & te*nical assi/ance grants to be aw>d$ to n m ?an #ej specifi$ entities repres5t+ eligible areas to develop a recompete plan & c>ry out pr$evelopm5t activities2 & 7#c7 n m ?an #c p]c5t %all be us$ = ! adm9i/rative co/s ( c>ry+ out ?is section4 7d7 ,limitations 7#a7 ,eligible areas ,an eligible area may n b5efit f m ?an #a grant & #a grant describ$ 9 subsection 7c77#b74 7#b7 ,limitation on recipi5ts ,= purposes ( ! program "u ?is section1 a specifi$ entity may n receive a grant on behalf ( m ?an #a eligible area4 7e7 ,maximum aw>d am\nt ,9 det]m9+ ! maximum am\nt ( a grant t a specifi$ entity may be aw>d$1 ! ,secret>y %all use ! product obta9$ by multiply+-- 7#a7 ! prime-age employm5t gap ( ! eligible area2 7#b7 ! prime-age population ( ! eligible area2 & 7#c7 ei!r-- 7,a7 #gj1ehe = local labor m>kets2 or 7,b7 #ec1fjj = local communities4 7f7 ,def9itions ,9 ?is section3 7#a7 ,eligible area ,! t]m eligible area means ei!r ( ! foll[+3 7,a7 ,a local labor m>ket t-- 7i7 has a prime-age employm5t gap equal to n less ?an #b4e p]c5t2 & 7ii7 meets additional crit]ia z ! ,secret>y may e/abli%4 7,b7 ,a local community t-- 7i7 has a prime-age employm5t gap equal to n less ?an #e p]c5t2 7ii7 is n locat$ )9 an eligible local labor m>ket t meets ! crit]ia describ$ 9 subp>agraph 7,a72 & 7iii7 has a m$ian annual h\sehold income ( n m ?an #ge1jjj4 7#b7 ,local labor m>ket ,! t]m local labor m>ket means any ( ! foll[+ areas t conta9s #a or m specifi$ entities describ$ 9 subp>agraphs 7,a7 ?r\gh 7,d7 ( p>agraph 7#e73 7,a7 ,a commut+ zone1 z def9$ by ! ,economic ,rese>* ,s]vice ( ! ,dep>tm5t ( ,agriculture1 exclud+ all core-bas$ /ati/ical areas )9 ! commut+ zone describ$ 9 subp>agraph 7,b74 7,b7 ,subject to subp>agraph 7,c71 if #a or m discrete metropolitan /ati/ical areas or micropolitan /ati/ical areas1 z def9$ by ! ,(fice ( ,managem5t & ,budget 7collectively ref]r$ to z core-bas$ /ati/ical areas71 exi/s )9 a commut+ zone describ$ 9 subp>agraph 7,a71 ea* su* core-bas$ /ati/ical area4 7,c7 ,if ! rema9+ area ( a commut+ zone describ$ 9 subp>agraph 7,a71 exclud+ all core-bas$ /ati/ical areas )9 ! commut+ zone describ$ 9 subp>agraph 7,b71 conta9s #a or few] c\nties & has a population ( #g1ejj or few] resid5ts1 t rema9+ area comb9$ ) an adjac5t core-bas$ /ati/ical area )9 ! commut+ zone4 7,d7 ,! ,tribal l& ) a ,tribal prime-age population repres5t$ by a ,tribal gov]nm5t4 7#c7 ,local community ,! t]m local community means ! area s]v$ by a specifi$ entity describ$ 9 subp>agraphs 7,a7 ?r\gh 7,c7 ( p>agraph 7#e7 t-- 7,a7 7i7 is locat$ )9 a local labor m>ket or p>tial local labor m>ket t is n eligible2 or 7ii7 is n coexi/5t )1 or encompass+ ! entirety (1 a local labor m>ket2 & 7,b7 meets su* additional crit]ia1 includ+ a m9imum population requirem5t1 z ! ,secret>y may e/abli%4 7#d7 ,prime-age employm5t gap 7,a7 ,9 g5]al ,! t]m prime-age employm5t gap means ! diff]5ce 7express$ z a p]c5tage7 betwe5-- 7i7 ! national #e-ye> av]age prime-age employm5t rate2 & 7ii7 ! #e-ye> av]age prime-age employm5t rate ( ! eligible area4 7,b7 ,calculation ,= ! purposes ( subp>agraph 7,a71 an individual is prime-age if su* individual betwe5 ! ages ( #be ye>s & #ed ye>s4 7#e7 ,recompete plan ,! t]m recompete plan means a compreh5sive #aj-ye> economic developm5t plan t-- 7,a7 includes-- 7i7 propos$ programs & activities to be c>ri$ out ) a grant aw>d$ "u ?is section to address ! economic *all5ges ( ! eligible area 9 a mann] t promotes long-t]m1 su/a9$ economic gr[? & r$uction 9 ! prime-age employm5t gap ( ! eligible area2 7ii7 project$ co/s & annual exp5ditures & propos$ disbursem5t s*$ule2 & 7iii7 o!r in=mation z ! ,secret>y det]m9es appropriate2 7,b7 is develop$ by a specifi$ entity t is ! recipi5t ( a plann+ & te*nical assi/ance grant describ$ 9 subsection 7c77#b72 & 7,c7 is submitt$ to ! ,secret>y = approval = a specifi$ entity to be consid]$ = a grant "u ?is section4 7#f7 ,specifi$ entity ,! t]m specifi$ entity means-- 7,a7 a unit ( local gov]nm5t2 7,b7 ! ,di/rict ( ,columbia2 7,c7 a t]ritory or possession ( ! ,unit$ ,/ates2 7,d7 a ,tribal gov]nm5t2 7,e7 a ,/ate-au?oriz$ political subdivision or o!r entity1 includ+ a special-purpose entity engag$ 9 economic developm5t activities2 7,f7 a public entity or nonpr(it organization1 act+ 9 coop]ation ) ! (ficials ( a political subdivision or entity describ$ 9 subp>agraph 7,e72 7,g7 an economic developm5t di/rict 7z def9$ 9 section #c ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cabb72 & 7,h7 a consortium ( any ( ! specifi$ entities describ$ 9 ?is p>agraph :i* s]ve or are conta9$ )9 ! same eligible area4 7#g7 ,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%$ by ! ,bureau ( ,indian ,affairs on ,janu>y #bi1 #bjba1 pursuant to section #ajd ( ! ,f$]ally ,recogniz$ ,indian ,tribe ,li/ ,act ( #aiid 7#be ,u4,s4,c4 #eaca74 7#h7 ,tribal l& ,! t]m ,tribal l& means any l&-- 7,a7 any l& locat$ )9 ! b\nd>ies ( an ,indian res]vation1 pueblo1 or ran*]ia2 or 7,b7 any l& n locat$ )9 ! b\nd>ies ( an ,indian res]vation1 pueblo1 or ran*]ia1 ! title to :i* is held-- 7i7 9 tru/ by ! ,unit$ ,/ates = ! b5efit ( an ,indian ,tribe or an individual ,indian2 7ii7 by an ,indian ,tribe or an individual ,indian1 subject to re/riction aga9/ ali5ation "u laws ( ! ,unit$ ,/ates2 or 7iii7 by a dep5d5t ,indian community4 7#i7 ,tribal prime-age population 7,a7 ,9 g5]al ,! t]m ,tribal prime-age population %all be equal to ! sum obta9$ by add+-- 7i7 ! product obta9$ by multiply+-- 7,i7 ! total numb] ( individuals ages #be ?r\gh #ed resid+ on ! ,tribal l& ( ! ,tribal gov]nm5t2 & 7,,ii7 #j4fe2 & 7ii7 ! product obta9$ by multiply+-- 7,i7 ! total numb] ( individuals ages #be ?r\gh #ed includ$ on ! memb]%ip roll ( ! ,tribal gov]nm5t2 & 7,,ii7 #j4ce4 7,b7 ,use ( date ,a calculation "u subp>agraph 7,a7 %all be det]m9$ bas$ on data provid$ by ! applicable ,tribal gov]nm5t to ! ,dep>tm5t ( ! ,treasury "u ! ,coronavirus ,/ate & ,local ,fiscal ,recov]y ,fund programs "u title ,,vi ( ! ,social ,security ,act 7#db ,u4,s4,c4 #hja et seq474 #aajjbj4 ,assi/ance = ,f$]al build+s ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to be deposit$ 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 #aajjba4 ,te*nology innovation & climate resili5ce 9 m>itime sector ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ajj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,m>itime ,adm9i/ration1 = ! m>itime environm5tal & te*nical assi/ance program "u section #ejcjg ( title #df1 ,unit$ ,/ates ,code1 to r$uce c>bon emissions1 r$uce vessel noise pollution1 & improve ! climate resili5cy ( ! m>9e %ipp+ & ! m>itime indu/ry4 #aajjbb4 ,climate resili5t ,coa/ ,gu>d infra/ructure ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! acc\nt "u ! head+ ,coa/ ,gu>d ,procurem5t1 ,con/ruction1 & ,improvem5ts1 = ! acquisition1 design1 & con/ruction ( new1 or replacem5t ( exi/+1 climate resili5t facilities1 includ+ p]sonnel read9ess facilities su* z family support s]vices facilities1 t are ?reat5$ by or h be5 impact$ by climate *ange1 z au?oriz$ "u sections #ejd7;e7 & #aaja7;b77#a7 ( title #ad1 ,unit$ ,/ates ,code4 ,! ,coa/ ,gu>d %all return to ! ,treasury any funds appropriat$ "u ?is section t h n be5 exp5d$ by ,septemb] #cj1 #bjca4 #aajjbc4 ,great ,lakes icebreak] acquisition ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( funds 9 ! ,treasury n o!rwise appropriat$1 #cej1jjj1jjj1 to rema9 available until ,septemb]1 #cj1 #bjca1 to ! ,coa/ ,gu>d1 = acquisition1 design1 & con/ruction ( a ,great ,lakes heavy icebreak]1 z au?oriz$ "u section #hajg ( ! ,william ,m4 7,mac7 ,?ornb]ry ,national ,def5se ,au?orization ,act = ,fiscal ,ye> #bjba 7,public ,law #aaf-bhc74 ,! ,coa/ ,gu>d %all return to ! ,treasury any funds appropriat$ "u ?is section t h n be5 exp5d$ by ,septemb] #cj1 #bjca4 #aajjbd4 ,pol> security cutt]s & climate sci5ce ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ghh1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 to ! ,coa/ ,gu>d1 = ! acquisition ( ! f\r? heavy ,pol> ,security ,cutt]1 includ+ sci5tific laboratory & b]?+ facilities1 to exp& access = sci5ti/s to ! pol> regions1 to improve climate & wea!r rese>*1 = o!r pol> missions1 & = o!r purposes1 z au?oriz$ "u section #efa ( title #ad1 ,unit$ ,/ates ,code4 #aajjbe4 ,small %ipy>d grants ,9 addition to am\nts o!rwise available1 !re is appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #cjj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,m>itime ,adm9i/ration = ! purposes ( mak+ grants "u ! assi/ance = small %ipy>ds program1 z au?oriz$ by section #edaja ( title #df1 ,unit$ ,/ates ,code1 to improve ! climate resili5cy & environm5tal su/a9ability ( ! m>itime indu/ry & m>itime transportation sy/em1 includ+ work=ce tra9+ & equipm5t acquisition projects t improve ! effici5cy ( %ipy>d op]ations1 vessel con/ruction & vessel repair4 ,! deadl9es e/abli%$ 9 p>agraphs 7#b7 & 7#c7 ( subsection 7b7 & p>agraph 7#a7 ( subsection 7f7 ( section #edaja ( su* title %all n apply to am\nts made available 9 ?is section1 & ! ,secret>y ( ,transportation may c>ry out multiple r\nds ( competition4 #aajjbf4 ,port infra/ructure & 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$1 #b1ejj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbg1 to ! ,m>itime ,adm9i/ration = ! purposes ( mak+ grants = projects to support supply *a9 resili5ce1 r$uction 9 port conge/ion1 ! developm5t ( (f%ore w9d support infra/ructure1 & environm5tal rem$iation1 projects to r$uce ! impact ( ports on ! environm5t1 & = o!r purposes4 ,su* grants %all be adm9i/]$ 9 accordance ) ! requirem5ts applicable to grants "u section #ejcjb ( title #df1 ,unit$ ,/ates ,code4 ,! deadl9es e/abli%$ 9 p>agraph 7#e7 ( subsection 7c7 ( section #ejcjb ( su* title %all n apply to am\nts made available 9 ?is section1 & ! ,secret>y ( ,transportation may c>ry out multiple r\nds ( competition4 ,! ,m>itime ,adm9i/ration %all return to ! ,treasury any funds appropriat$ "u ?is section t h n be5 exp5d$ by ,septemb] #cj1 #bjca4 #aajjbg4 ,grants = rural1 small1 ,tribal1 & economically disadvantag$ municipality te*nical assi/ance & circuit rid] programs & work=ce developm5t 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 #die1jjj1jjj1 to rema9 available until exp5d$1 = ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy-- 7#a7 to provide te*nical assi/ance to rural1 small1 ,tribal1 & economically disadvantag$ municipalities = ! purposes id5tifi$ 9 subsection 7b77#h7 ( section #ajd ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #abed72 & 7#b7 = grants = manp[] developm5t & tra9+ & retra9+ ( work=ce employees ( publicly own$ treatm5t works 9 accordance ) subsection 7g7 ( su* section4 7b7 ,det]m9ation ( economic disadvantage ,9 det]m9+ :e!r a municipality is economically disadvantag$ = ! purposes ( ?is section1 ! ,adm9i/rator %all1 to ! maximum ext5t practicable1 take into consid]ation-- 7#a7 ! crit]ia "u p>agraph 7#a7 or 7#b7 ( section #cja7;a7 ( ! ,public ,works & ,economic ,developm5t ,act ( #aife 7#db ,u4,s4,c4 #cafa72 & 7#b7 any af=dability crit]ia e/abli%$ by ! ,/ate 9 :i* ! municipality is locat$ pursuant to section #fjc7;i77#b7 or #bba7;c7 ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #achc7;i77#b72 #acja7;c774 #aajjbh4 ,alt]native wat] s\rce project grants 7a7 ,appropriation ,9 addition to am\nts o!rwise available1 !re is appropriat$ 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$]al ,wat] ,pollution ,control ,act 7z 9 effect on ,septemb] #a1 #bjba71 z x applies to ! receipt ( plann+ or design funds1 %all n apply ) respect to eligibility = a grant "u ?is section2 & 7#b7 ! requirem5ts ( sections #bbj7;d77#b7 & 7e7 ( su* ,act 7z 9 effect on ,septemb] #a1 #bjba7 %all n apply to ! mak+ ( a grant "u ?is section4 #aajjbi4 ,sew] ov]fl[ & /ormwat] reuse municipal grants 7a7 ,g5]al assi/ance ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 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 #a1jjj1jjj1jjj1 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 f9ancially di/ress$ communities 7z def9$ 9 su* section71 includ+ rural f9ancially di/ress$ communities1 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$ community 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 #aajjcj4 ,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 #dej1jjj1jjj1 to rema9 available until exp5d$1 to make grants1 9 accordance ) subsection 7b71 to ,/ates1 municipalities1 & nonpr(it entities "u ! ,f$]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$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #achc7;j774 7b7 ,priority ,9 c>ry+ out subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy %all prioritize ! issuance ( grants to assi/ eligible individuals 7z su* t]m is def9$ 9 section #fjc7;j7 ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #achc7;j77 resid+ 9 h\seholds t are n connect$ to a sy/em or te*nology design$ to treat dome/ic sewage1 includ+ eligible individuals us+ h\sehold cesspools4 #aajjca4 ,tribal clean wat] 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 #ejj1jjj1jjj1 to rema9 available until exp5d$1 to make grants1 9 accordance ) subsection 7b71 to ,indian tribes & o!r entities describ$ 9 section #eah7;c77#c7 ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #acgg7-- 7#a7 =-- 7,a7 projects & activities eligible = assi/ance "u section #fjc7;c7 ( su* ,act 7#cc ,u4,s4,c4 #achc72 & 7,b7 tra9+1 te*nical assi/ance1 & educational programs relat$ to ! op]ation & managem5t ( treatm5t works eligible = assi/ance pursuant to su* section #fjc7;c72 & 7#b7 subject to ! condition t-- 7,a7 any project or 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 ( ! project or activity 7includ+ ?r\gh ! implem5tation ( te*nologies to recov] & reuse en]gy produc$ 9 ! treatm5t ( wa/ewat]72 & 7,b7 all ( ! iron & /eel us$ 9 any project c>ri$ out us+ su* funds are produc$ 9 ! ,unit$ ,/ates 9 accordance ) section #fjh ( su* ,act 7#cc ,u4,s4,c4 #achh74 7b7 ,limitation ,9 c>ry+ out subsection 7a71 ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy may n require an ,indian tribe or o!r entity receiv+ a grant "u ?is section to provide1 z a condition ( eligibility to receive su* grant1 a %>e ( ! co/ ( ! project or activity = :i* ! grant 0 made4 #aajjcb4 ,wa/ewat] infra/ructure assi/ance to colonias ,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$1 = ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy = c>ry+ out section #cjg ( ! ,safe ,dr9k+ ,wat] ,act ,am5dm5ts ( #aiif 7#cc ,u4,s4,c4 #abha note2 #aaj ,/at4 #afhh71 :i* funds may be us$ to aw>d grants "u su* section to a bord] ,/ate or municipality ) jurisdiction ov] an eligible community 7z su* t]ms are def9$ 9 su* section71 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 ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #achh72 & 7#c7 an eligible community receiv+ assi/ance = su* project pursuant to ?is section %all n be requir$ to provide a %>e ( ! co/s ( c>ry+ out ! project4 #aajjcc4 ,clean wat] ne$s survey ,9 addition to am\nts o!rwise available1 !re is appropriat$ to ! ,environm5tal ,protection ,ag5cy = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #e1jjj1jjj1 to rema9 available until exp5d$1 = grants to ,/ates & municipalities to c>ry out a detail$ e/imate ( ! co/ ( con/ruction ( all ne$$ publicly own$ treatm5t works pursuant to section #eaf7;b77#a77;,b7 ( ! ,f$]al ,wat] ,pollution ,control ,act 7#cc ,u4,s4,c4 #acge7;b77#a77;,b774 #aajjcd4 ,prohibition on use ( funds ,! ,comptroll] ,g5]al ( ! ,unit$ ,/ates %all provide a report to ,congress acc\nt+ = any equipm5t provid$ by ! ,unit$ ,/ates ,coa/ ,gu>d or ! ,army ,corps ( ,eng9e]s to any prior regime 9 ,afghani/an & t has be5 left beh9d 9 ,afghani/an4 #aajjce4 ,policy ( ! ,unit$ ,/ates on *ild labor ,x is ! policy ( ! ,unit$ ,/ates t funds made available by ?is title %\ld n be us$ to pur*ase products produc$ :ole or 9 "p ?r\gh ! use ( *ild labor1 z su* t]m is def9$ 9 ,article #c ( ! ,int]national ,labor ,organization ,conv5tion conc]n+ ! prohibition & imm$iate action = ! elim9ation ( ! wor/ =ms ( *ild labor 7,decemb] #b1 #bjjj71 or 9 violation ( human rights4 ,,xii ,committee on ,vet]ans ,affairs #abjja4 ,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 #ae1bjj1jjj1jjj1 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 #haja ?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 #abjjb4 ,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 #abjjc4 ,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 z ! ,secret>y consid]s necess>y = 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 lease t has n be5 specifically au?oriz$ by law on or be=e ! date ( ! enactm5t ( ?is ,act & is includ$ z "p ( ! annual budget submission ( ! ,presid5t = 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 ( ! ,presid5t = 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 #abjjd4 ,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 #gjj 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 #cge1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjbi1 = ! purpose ( c>ry+ out ?is section4 #abjje4 ,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 #abjjf4 ,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 #ae1jjj1jjj1 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 ,paid ,family & ,m$ical ,leave #acjjja4 ,paid ,family & ,m$ical ,leave ,! ,social ,security ,act 7#db ,u4,s4,c4 #cja et seq47 is am5d$ by add+ at ! end ! foll[+3 ,,xxii ,paid ,family & ,m$ical ,leave ,b5efits #bbja4 ,table ( cont5ts ,! table ( cont5ts = ?is title is z foll[s3 ,sec4 #bbja4 ,table ( cont5ts4 ,sec4 #bbjb4 ,paid family & m$ical leave b5efit eligibility4 ,sec4 #bbjc4 ,b5efit am\nt4 ,sec4 #bbjd4 ,b5efit det]m9ation & paym5t4 ,sec4 #bbje4 ,appeals4 ,sec4 #bbjf4 ,/ew>d%ip4 ,sec4 #bbjg4 ,fund+ = b5efit paym5ts1 grants1 & program adm9i/ration4 ,sec4 #bbjh4 ,fund+ = outrea*1 public education1 & rese>*4 ,sec4 #bbji4 ,fund+ = ,/ate adm9i/ration option = legacy ,/ates4 ,sec4 #bbaj4 ,reimbursem5t option = employ]-sponsor$ paid leave b5efits4 ,sec4 #bbaa4 ,fund+ = small bus9ess assi/ance4 ,sec4 #bbab4 ,def9itions4 #bbjb4 ,paid family & m$ical leave b5efit eligibility 7a7 ,entitlem5t ,e individual :o-- 7#a7 has fil$ an application = a paid family & m$ical 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 #ahj 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 beg9s1 %all be entitl$ to su* a b5efit = ea* mon? dur+ su* b5efit p]iod1 except z o!rwise provid$ 9 ?is section4 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 meets ! crit]ia specifi$ 9 p>agraphs 7#a71 7#b71 & 7#c7 ( subsection 7a7 & 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+ ) ! 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+ prior to ,july #bjbc4 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$ ) ! ,secret>y 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 ( "w1 o!r ?an = monet>y comp5sation1 = any reason describ$ 9 p>agraph 7#a7 or 7#c7 ( section #ajb7;a7 ( ! ,family & ,m$ical ,leave ,act ( #aiic 7#bi ,u4,s4,c4 #bfab7;a771 except t = purposes ( ?is p>agraph su* section %all be appli$-- 7i7 by treat+ su* individual z ! employee ref]r$ to 9 su* p>agraph2 7ii7 z if p>agraph 7#a77;,c7 7 am5d$ to read z foll[s3 7,c7 7i7 ,9 ord] to c>e = a qualifi$ family memb] ( ! employee1 if su* qualifi$ family memb] has a s]i\s heal? condition4 7ii7 ,= purposes ( clause 7i71 ! t]m qualifi$ family memb] means1 ) respect to an employee-- 7,i7 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 7,,ii7 a *ild & a *ild's sp\se2 7,,iii7 a p>5t & a p>5t's sp\se2 7,,iv7 a sibl+ & a sibl+'s sp\se2 7,v7 a gr&p>5t1 a gr&*ild1 or a sp\se ( a gr&p>5t or gr&*ild2 & 7,,vi7 any o!r individual :o is relat$ by blood or aff9ity & ^: association ) ! employee is equival5t ( a family relation%ip 7z det]m9$ "u regulations issu$ by ! ,secret>y ( ! ,treasury74 2 & 7iii7 by treat+ ! crit]ion 9 p>agraph 7#a77;,d7 t an individual is unable to p]=m ! functions ( ! position ( su* employee because ( a s]i\s heal? condition z a crit]ion t ! individual is unable to satisfy ! requirem5ts ne$$ to cont9ue receiv+ ! wages or self-employm5t income describ$ 9 subsection 7a77#c7 ) respect to ! individual because ( su* s]i\s heal? condition2 7iv7 z if p>agraph 7#a77;,e7 7 am5d$ to read z foll[s3 7,e7 ,because ( any qualify+ exig5cy 7z ! ,secret>y %all1 by regulation1 det]m9e7 aris+ out ( ! fact t a qualifi$ family memb] ( ! employee 7z def9$ 9 subp>agraph 7,c77ii77 is on cov]$ active duty 7or has be5 notifi$ ( an imp5d+ call or ord] to cov]$ active duty7 9 ! ,arm$ ,=ces4 2 & 7v7 z if p>agraph 7#a7 7 am5d$ by add+ at ! end ! foll[+3 7,g7 ,because ( ! dea? ( a sp\se1 p>5t1 or *ild ( ! employee4 4 7vi7 z if p>agraph 7#c7 7 am5d$ by /rik+ ! sp\se1 son1 daught]1 p>5t1 or next ( k9 & ins]t+ a qualifi$ family memb] ( ! employee 7z def9$ 9 subp>agraph 7,c77ii774 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 if ! individual receiv$ any =m ( wage comp5sation f an employ]1 includ+ paid vacation1 paid sick leave1 & any o!r =m ( accru$ paid "t (f 7b n includ+ any su* =m ( accru$ paid "t (f or any non-accru$ paid family & m$ical leave b5efits sponsor$ by an employ] to ! ext5t t ! sum ( su* accru$ or non-accru$ paid leave & any paid family & m$ical leave b5efits "u section #bbjb does n exce$ #ajj p]c5t ( ! individual's regul> rate ( pay 7z det]m9$ "u section #g7;e7 ( ! ,fair ,labor ,/&>ds ,act ( #aich771 = ! "t dur+ :i* ! individual 0 s engag$4 7,c7 ,treatm5t ( individuals eligible = employ] sponsor$ paid family & m$ical leave b5efits ,= purposes ( subp>agraph 7,a71 an activity engag$ 9 by an individual %all n be consid]$ to be engag$ 9 9 lieu ( "w if1 = ! "t dur+ :i* ! individual 0 s engag$1 ! individual w\ld be eligible = paid family & m$ical leave b5efits "u a program sponsor$ by an employ] :o receives a grant ) respect to su* program "u section #bbaj4 7,d7 ,treatm5t ( individuals employ$ 9 legacy ,/ates ,= purposes ( subp>agraph 7,a71 an activity engag$ 9 by an individual %all n be consid]$ to be engag$ 9 9 lieu ( "w if ! "t dur+ :i* ! individual 0 s engag$ con/itutes leave f employm5t = :i* ! individual w\ld be eligible to receive paid family or m$ical leave b5efits "u ! law ( a legacy ,/ate 7z def9$ 9 section #bbji7;b774 7d7 ,treatm5t ( b]eavem5t leave ,9 ! case ( an activity engag$ 9 by an individual 9 lieu ( "w = a reason describ$ 9 p>agraph 7#a77;,g7 ( section #ajb7;a7 ( ! ,family & ,m$ical ,leave ,act ( #aiic 7z su* section is appli$ = purposes ( p>agraph 7#b7 ( subsection 7c771 ! total numb] ( c>egiv+ h\rs attributable to su* activity1 = ea* dea? describ$ 9 su* p>agraph 7#a77;,g71 t may be cr$it$ "u section #bbjc7;c7 to weeks dur+ ! individual's b5efit p]iod may n exce$ #c_/e ( ! numb] ( h\rs 9 ! individual's regul> workweek 7)9 ! mean+ ( section #bbjc7;d774 7e7 ,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 7f7 ,disqualification foll[+ c]ta9 convictions ,an individual :o has be5 f\nd to h us$ false /atem5ts or repres5tation to secure b5efits "u ?is title %all be ineligible = b5efits "u ?is title = 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 #he 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 #ge 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 #ee 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#b72 7,d7 #be 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,c7 b d n exce$ ! am\nt e/abli%$ = purposes ( ?is subp>agraph by p>agraph 7#b72 & 7,e7 #e 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,d7 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 or be=e cal5d> ye> #bjbd1 ! am\nt e/abli%$ = purposes ( subp>agraphs 7,a71 7,b71 7,c71 7,d71 & 7,e7 ( p>agraph 7#a7 %all be #a_/eb ( #ae1jhj1 #cd1bdh1 #gb1jjj1 #ajj1jjj1 & #bej1jjj1 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 #bbab7 = ! second cal5d> ye> prec$+ su* cal5d> ye>1 by 7ii7 ! national av]age wage index 7z s def9$7 = #bjbb4 7,c7 ,r\nd+ ,ea* am\nt e/abli%$ "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 ! ,secret>y1 %all be equal to ! quoti5t obta9$ by divid+-- 7,a7 ! total ( ! wages & self-employm5t income receiv$ by ! individual dur+ ! mo/ rec5t #h-;cal5d> qu>t] p]iod t ends at lea/ #d mon?s prior to ! beg9n+ ( ! individual's b5efit p]iod2 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 ! ,secret>y %all make su* det]m9ation on ! basis ( wage data provid$ to ! ,secret>y f ! ,national ,directory ( ,new ,hires pursuant to section #dec7;j77#e7 & self-employm5t income data provid$ by ! ,secret>y1 except t ! ,secret>y %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$ paid vacation1 paid sick leave1 or any o!r =m ( accru$ paid "t (f f ! individual's employ] dur+ su* week 9 accordance ) section #bbjb7;c77#b77;,b772 & 7#d7 ! total numb] ( c>egiv+ h\rs cr$it$ to weeks dur+ ! individual's b5efit p]iod may n exce$ ! product ( #ab multipli$ by ! numb] ( h\rs 9 a regul> workweek ( ! individual 7z s det]m9$74 7d7 ,numb] ( h\rs 9 a regul> workweek ,= purposes ( ?is section1 ! numb] ( h\rs 9 a regul> workweek ( an individual %all be ! numb] ( h\rs t ! individual regul>ly works 9 a week = all employ]s 7or regul>ly work$ 9 ! case ( an individual no long] employ$71 z det]m9$ "u guidance to be issu$ by ! ,secret>y4 #bbjd4 ,b5efit det]m9ation & paym5t 7a7 ,9 g5]al ,an individual seek+ b5efits "u section #bbjb %all file an application ) ! ,secret>y conta9+ ! in=mation describ$ 9 subsection 7b7 & su* o!r in=mation z ! ,secret>y may require4 ,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 ! ,secret>y demon/rates by a prepond]ance ( ! evid5ce t in=mation conta9$ 9 ! application or p]iodic b5efit claim report is false1 except t ! ,secret>y %all e/abli% proc$ures to validate ! id5tity ( ! individual fil+ ! application4 7b7 ,requir$ cont5ts ( initial application ,an application = a paid family & m$ical leave b5efit fil$ 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 #ahj days aft] su* date2 7#b7 except z o!rwise provid$ 9 ?is subsection1 a c]tification1 issu$ by a relevant au?ority det]m9$ "u regulations issu$ by ! ,secret>y1 t conta9s su* in=mation z ! ,secret>y %all specify 9 su* regulations z necess>y to affirm ! circum/ances giv+ rise to ! ne$ = su* c>egiv+ h\rs1 :i* %all be no m ?an ! in=mation t is requir$ to be /at$ "u section #ajc7;b7 ( ! ,family & ,m$ical ,leave ,act ( #aiic 7#bi ,u4,s4,c4 #bfac7;b772 7#c7 an atte/ation f ! individual t notice ( ! individual's ne$ 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 ! ,secret>y may waive ?is requirem5t 9 any case 9 :i* su* evid5ce is o!rwise available to ! ,secret>y2 7#e7 an atte/ation f ! individual /at+ ! numb] ( h\rs 9 a regul> workweek ( ! individual 7)9 ! mean+ ( section #bbjc7;d772 & 7#f7 an atte/ation f ! individual /at+ t ! leave f employm5t ) respect to :i* ! individual is fil+ su* application is n employm5t = :i* ! individual has receiv$-- 7,a7 a notice f a ,/ate pursuant to subsection 7b77#b77;,b7 ( section #bbji /at+ t su* employm5t w\ld be eligible = paid family & m$ical leave b5efits "u a ,/ate legacy program describ$ 9 su* section2 or 7,b7 a notice f ! individual's employ] pursuant to subsection 7b77#a77;,f77iv7 ( section #bbaj /at+ t su* employm5t w\ld be eligible = paid family & m$ical leave b5efits "u an employ]-sponsor$ program describ$ 9 su* section4 ,9 ! case ( an individual :o applies = a paid family & m$ical leave b5efit 9 ! anticipation ( c>egiv+ h\rs occurr+ aft] ! date ( application1 ! c]tification describ$ 9 p>agraph 7#b71 ! atte/ation describ$ 9 p>agraph 7#c71 & ! 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* ! ,secret>y 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 ) ! ,secret>y4 ,su* p]iodic b5efit claim report %all specify ! c>egiv+ h\rs ( ! individual t occurr$ dur+ ea* week t end$ 9 su* mon? & %all include su* o!r in=mation z ! ,secret>y may require4 ,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 paid family & m$ical 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 & notice requirem5ts 7#a7 ,initial application 7,a7 ,9 g5]al ,! ,secret>y %all det]m9e ! initial eligibility ( an individual apply+ = b5efits "u ?is title 9 accordance ) section #bbjb4 7,b7 ,notices ,to ensure paym5t ( b5efits 9 ! correct am\nt & t b5efici>ies are aw>e ( ! "r to appeal a b5efit det]m9ation ( ! ,secret>y-- 7i7 n lat] ?an #ae days aft] ea* application = b5efits f an individual "u ?is title is fil$1 ! ,secret>y %all provide notice to ! individual (-- 7,i7 ! initial det]m9ation ( eligibility = su* b5efits2 7,,ii7 7aa7 ! cal5d> qu>t] t beg9s ! p]iod describ$ 9 section #bbjb7;a77#c7 ) respect to ! individual1 ! #h cal5d> qu>t]s us$ to compute ! individual's av]age weekly e>n+s "u section #bbjc7;b77#c71 & ! wages & self-employm5t income receiv$ by ! individual dur+ ea* ( ^? #h qu>t]s z record$ by ! ,secret>y2 & 7bb7 ! individual's "r "u section #bbjc7;b77#d7 to submit m rec5t or additional evid5ce ( su* wages or self-employm5t income1 includ+ a /atem5t t eligibility c\ld *ange or b5efits c\ld increase if su* additional evid5ce results 9 m rec5t or high] av]age weekly e>n+s2 7,,iii7 ! e/imat$ weekly b5efit am\nt = a week to :i* #d c>egiv+ h\rs ( ! individual are cr$it$2 7,,iv7 ! e/imat$ weekly b5efit am\nt = a week to :i* a numb] ( c>egiv+ h\rs are cr$it$ equal to ! numb] ( h\rs 9 a regul> workweek ( ! individual 7z det]m9$ 9 subsection #bbjc7;d772 7,v7 ! numb] ( c>egiv+ h\rs cr$it$ to weeks end+ prior to ! date ( su* application2 7,,vi7 ! beg9n+ & end+ dates ( ! individual's b5efit p]iod2 & 7,,vii7 ! individual's "r to appeal su* initial det]m9ation 9 accordance ) ! provisions ( section #bbje2 & 7ii7 9 any case 9 :i* an individual submits additional in=mation ) respect to su* an application1 ! ,secret>y %all provide an updat$ notice to ! individual conta9+ ! same in=mation provid$ 9 ! notice describ$ 9 clause 7i71 includ+ a specific indication ( any su* in=mation t has be5 updat$ z a result ( ! additional in=mation submitt$ by ! individual4 7#b7 ,mon?ly b5efit det]m9ations 7,a7 ,9 g5]al ,on ! basis ( ! in=mation fil$ ) ! ,secret>y pursuant to subsection 7c71 ! ,secret>y %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,b7 ,notices ,to ensure paym5t ( b5efits 9 ! correct am\nt & t b5efici>ies are aw>e ( ! "r to appeal a b5efit det]m9ation ( ! ,secret>y1 n lat] ?an #ae days aft] ea* p]iodic b5efit claim report f an individual is fil$ 7or aft] fil+ ( initial application = retroactive b5efits71 ! ,secret>y %all provide notice to ! individual specify+-- 7i7 :e!r paym5t w be made to ! individual = ea* week to :i* su* p]iodic b5efit claim report p]ta9s & ! am\nt ( su* paym5t2 7ii7 if ! ,secret>y det]m9es t paym5t w n be made = a week or t paym5t w be made bas$ on a numb] ( c>egiv+ h\rs cr$it$ to ! week inconsi/5t ) ! numb] ( c>egiv+ h\rs specifi$ = su* week 9 su* p]iodic b5efit claim report 7or initial application71 ! reasons = su* det]m9ation2 & 7iii7 ! individual's "r to appeal su* det]m9ation 9 accordance ) ! provisions ( section #bbje4 7#c7 ,*ang+ circum/ances ,! ,secret>y %all issue regulations to e/abli% a process "u :i* an individual may notify ! ,secret>y if m ?an "o type ( circum/ance gives rise to ! ne$ = c>egiv+ h\rs dur+ ! individual's b5efit p]iod4 ,su* c>egiv+ h\rs %all be cr$it$ to weeks )9 ! b5efit p]iod 9 accordance ) section #bbjc7;c7 reg>dless ( circum/ance4 7#d7 ,accessibility ( notices ,! ,secret>y %all take su* actions z are necess>y to ensure t any notice to "o or m individuals issu$ pursuant to ?is title by ! ,secret>y is writt5 9 simple & cle> language4 7e7 ,c]tification ( paym5t ,n lat] ?an #ae days aft] ! mak+ ( a det]m9ation "u subsection 7d77#b77;,a7 ) respect to ! numb] ( c>egiv+ h\rs ( an individual to be cr$it$ to weeks end+ 9 a mon?1 ! ,secret>y %all c]tify paym5t to su* individual ( ! am\nt ( ! paid family & m$ical leave b5efit = su* mon?4 7f7 ,exp$it$ b5efit paym5t 9 cases ( miss+ paym5t ,! ,secret>y %all e/abli% & put into effect proc$ures "u :i* exp$it$ paym5t ( b5efits "u ?is title w be made to an individual to :om a b5efit paym5t 0 due = a mon? b 0 n receiv$ by ! individual4 7g7 ,submission ( requir$ in=mation 7#a7 ,by phone1 mail1 or electronic means ,to ensure full access to b5efits by all eligible individuals1 applicable paid leave in=mation ) respect to an individual may be submitt$ to ! ,secret>y by phone1 mail1 or electronic means4 7#b7 ,by any p]son ,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 subsection 7b77#b74 ,! ,secret>y %all promptly notify an individual :5ev] any o!r p]son submits su* in=mation on ! individual's behalf4 7#c7 ,notice ( receipt ,! ,secret>y %all provide prompt notice ( receipt ( all applicable paid leave in=mation submitt$ ) respect to an individual4 7#d7 ,def9ition ( applicable paid leave in=mation ,= purposes ( ?is subsection1 ! t]m applicable paid leave in=mation means1 ) respect to an individual1 any in=mation submitt$ to ! ,secret>y ) respect to ! paid family & m$ical leave b5efits ( ! individual1 includ+ any initial application1 p]iodic b5efit claim report1 appeal1 & any o!r in=mation submitt$ 9 support ( su* application1 report1 or appeal4 #bbje4 ,appeals 7a7 ,9 g5]al ,an individual %all h ! "r-- 7#a7 to appeal to ! ,secret>y any det]m9ation made ) respect to-- 7,a7 paid family & m$ical leave b5efits "u section #bbjb2 & 7,b7 paid family & m$ical leave b5efits "u an employ]-sponsor$ program describ$ 9 section #bbaj ^: initial appeal pursuant to subsection 7b77#a77;,f77iii77,i7 ( su* section results 9 a det]m9ation unfavorable to ! individual2 & 7#b7 to appeal any f9al decision ( ! ,secret>y by a civil action br\ght 9 ! di/rict c\rt ( ! ,unit$ ,/ates = ! judicial di/rict 9 :i* ! pla9tiff resides1 or 9 :i* ! pr9cipal place ( bus9ess ( ! pla9tiff sits1 or1 if ! pla9tiff does n reside or su* pr9cipal place ( bus9ess does n sit )9 any su* judicial di/rict1 9 ! ,unit$ ,/ates ,di/rict ,c\rt = ! ,di/rict ( ,columbia4 7b7 ,proc$ures ,! ,secret>y %all e/abli% proc$ures = appeals ( su* det]m9ations t ensure t appeals w be he>d 9 a timely mann] by a decisionmak] :o is diff]5t f ! initial decisionmak] us+ proc$ures t are simil> to ! proc$ures us$ = appeals ( det]m9ations "u ! ,m$ic>e ,l[-,income ,subsidy program describ$ "u section #ahfj;,d-#ad7;a77#c77;,b77iv77,,ii74 7c7 ,au?ority to issue & en=ce subpo5as 7#a7 ,9 g5]al ,= ! purpose ( any he>+1 inve/igation1 or o!r proce$+ au?oriz$ or direct$ "u ?is title1 ! ,secret>y %all h p[] to issue subpo5as requir+ ! att5dance & te/imony ( witnesses & ! production ( any evid5ce t relates to any matt] "u inve/igation or 9 "q be=e ! ,secret>y4 ,su* att5dance ( witnesses & production ( evid5ce at ! designat$ place ( su* he>+1 inve/igation1 or o!r proce$+ may be requir$ f any place 9 ! ,unit$ ,/ates or 9 any ,t]ritory or possession !re(4 7#b7 ,s]vice2 witnesses ,subpo5as ( ! ,secret>y %all be s]v$ by anyone au?oriz$ by ! ,secret>y-- 7,a7 by deliv]+ a copy !re( to ! individual nam$ !re92 or 7,b7 by regi/]$ mail or by c]tifi$ mail address$ to su* individual at 8 la/ dwell+ place or pr9cipal place ( bus9ess4 ,a v]ifi$ return by ! individual s]v+ ! subpo5a sett+ =? ! mann] ( s]vice1 or1 9 ! case ( s]vice by regi/]$ mail or by c]tifi$ mail1 ! return po/-(fice receipt !re= sign$ by ! individual s s]v$1 %all be pro( ( s]vice4 ,witnesses s subpo5a$ %all be paid ! same fees & mileage z are paid witnesses 9 ! di/rict c\rts ( ! ,unit$ ,/ates4 7#c7 ,contumacy or refusal to obey a subpo5a 7,a7 ,9 g5]al ,9 case ( contumacy by1 or refusal to obey a subpo5a duly s]v$ ^u1 any p]son1 any di/rict c\rt ( ! ,unit$ ,/ates = ! judicial di/rict 9 :i* ! p]son *>g$ ) contumacy or refusal to obey is f\nd or resides or transacts bus9ess1 ^u application by ! ,secret>y1 %all h jurisdiction to issue an ord] requir+ su* p]son to appe> & give te/imony1 or to appe> & produce evid5ce1 or bo?4 ,any failure to obey su* ord] ( ! c\rt may be puni%$ by ! c\rt z contempt !re(4 7,b7 ,treatm5t ( employ]s ,9 ! case ( contumacy by1 or refusal to obey a subpo5a duly s]v$ ^u1 any employ]1 ! ,secret>y %all impose su* p5alties aga9/ ! employ] z ! ,secret>y det]m9es may apply pursuant to section #bbaj7;f74 #bbjf4 ,/ew>d%ip 7a7 ,promot+ equity ,! ,secret>y %all conduct a robu/ program to analyze & prev5t disp>ities on ! basis ( race1 color1 e?nicity1 religion1 sex1 sexual ori5tation1 g5d] id5tity1 disability1 age1 national orig91 family composition1 or liv+ arrangem5ts ) respect to ! b5efits provid$ "u ?is title & individuals' access to su* b5efits4 7b7 ,und]paym5ts & ov]paym5ts 7#a7 ,9 g5]al ,:5ev] ! ,secret>y det]m9es t m or less ?an ! correct am\nt ( paym5t has be5 made to any individual "u ?is title1 ! ,secret>y %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 made1 "u regulations prescrib$ by ! ,secret>y1 z foll[s3 7,a7 ,und]paym5ts ,) respect to paym5t to an individual ( less ?an ! correct am\nt1 ! ,secret>y %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 ! ,secret>y %all decrease any paym5t = a mon? "u ?is title to :i* su* ov]paid individual is entitl$ 7except t ! weekly b5efit am\nts = ea* week end+ dur+ su* mon? z det]m9$ "u section #bbjc7;a7 may n be decreas$ bel[ ! 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 or be=e 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 #bbab7 = ! second cal5d> ye> prec$+ su* cal5d> ye>1 by 7,,bb7 ! national av]age wage index 7z s def9$7 = #bjbb4 7#b7 ,waiv] ( c]ta9 ov]paym5ts ,9 any case 9 :i* m ?an ! correct am\nt ( paym5t has be5 made1 !re %all be no adju/m5t ( paym5ts to1 or recov]y by ! ,unit$ ,/ates 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 be aga9/ equity & good consci5ce1 or w\ld imp$e effici5t or effective adm9i/ration ( ?is title1 z det]m9$ by ! ,secret>y "u proc$ures to be e/abli%$ by ! ,secret>y4 7#c7 ,liability ( c]tify+ or disburs+ (fic] ,no c]tify+ or disburs+ (fic] %all be held liable = any am\nt c]tifi$ or paid by him to any individual :]e ! adju/m5t or recov]y ( su* am\nt is waiv$ "u p>agraph 7#b71 or :]e adju/m5t "u p>agraph 7#a7 is n complet$ prior to ! dea? ( ! individual aga9/ ^: b5efits d$uctions are au?oriz$4 7c7 ,p5alties & o!r proc$ures 7#a7 ,9 g5]al ,:oev]-- 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+ 7,a7 8 initial or cont9u$ "r to any su* b5efit1 or 7,b7 ! 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 commit any (f5se describ$ 9 any ( subp>agraphs 7,a7 ?r\gh 7,c71 %all be f9$ "u title #ah1 ,unit$ ,/ates ,code1 imprison$ n m ?an #e ye>s1 or bo?4 7#b7 ,exclusion f p>ticipation 7,a7 ,9 g5]al ,no p]son or entity :o is convict$ ( a violation ( p>agraph 7#a7 may repres5t1 or submit evid5ce on behalf (1 an individual apply+ =1 or receiv+1 b5efits "u ?is title4 7,b7 ,notice1 ,effective ,date1 & ,p]iod ( ,exclusion 7i7 ,9 g5]al ,an exclusion "u ?is p>agraph %all be effective at su* "t1 = su* p]iod1 & ^u su* reasonable notice to ! public & to ! individual exclud$ z may be specifi$ 9 regulations consi/5t ) clause 7ii74 7ii7 ,effective date ,su* an exclusion %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 p>agraph4 7iii7 ,p]iod ( exclusion 7,i7 ,9 g5]al ,! ,secret>y %all specify1 9 ! notice ( exclusion "u clause 7i71 ! p]iod ( ! exclusion4 7,,ii7 ,previ\s (f5se ,9 ! case ( ! exclusion ( a p]son or entity "u subp>agraph 7,a7 :o has previ\sly be5 subject to an exclusion "u su* subp>agraph-- 7aa7 if ! p]son or entity has previ\sly be5 subject to su* an exclusion only once1 ! p]iod ( exclusion %all be n less ?an #aj ye>s2 & 7bb7 if ! p]son or entity has previ\sly be5 subject to su* an exclusion m ?an once1 ! exclusion %all be p]man5t4 7,c7 ,notice to ,/ate ,lic5s+ ,ag5cies ,! ,secret>y %all-- 7i7 promptly notify ! appropriate ,/ate or local ag5cy or au?ority hav+ responsibility = ! lic5s+ or c]tification ( a p]son or entity exclud$ f p>ticipation "u ?is section ( ! fact & circum/ances ( ! exclusion2 7ii7 reque/ t appropriate inve/igations be made & sanctions invok$ 9 accordance ) applicable ,/ate law & policy2 & 7iii7 reque/ t ! ,/ate or local ag5cy or au?ority keep ! ,secret>y fully & curr5tly in=m$ ) respect to any actions tak5 9 response to ! reque/4 7,d7 ,notice1 ,he>+1 & ,judicial ,review ,any p]son or entity :o is exclud$ 7or direct$ to be exclud$7 f p>ticipation "u ?is section is entitl$ to reasonable notice & opportunity = a he>+ by ! ,secret>y & to judicial review ( su* f9al ag5cy decision to ! same ext5t z is provid$ 9 section #bbje4 7,e7 ,application = ,t]m9ation ( ,exclusion 7i7 ,9 g5]al ,an individual exclud$ f p>ticipation "u ?is p>agraph may apply to ! ,secret>y1 9 ! mann] specifi$ by ! ,secret>y 9 regulations & at ! end ( ! p]iod ( exclusion provid$ "u subp>agraph 7,b77iii7 & at su* o!r times z ! ,secret>y may provide1 = t]m9ation ( ! exclusion effect$ "u ?is p>agraph4 7ii7 ,crit]ia = t]m9ation ,! ,secret>y may t]m9ate ! exclusion if ! ,secret>y det]m9es1 on ! basis ( ! conduct ( ! applicant :i* occurr$ aft] ! date ( ! notice ( exclusion or :i* 0 unkn[n to ! ,secret>y at ! "t ( ! exclusion1 t-- 7,i7 !re is no basis "u subp>agraph 7,a7 = a cont9uation ( ! exclusion2 & 7,,ii7 !re are reasonable assurances t ! types ( actions :i* =m$ ! basis = ! orig9al exclusion h n recurr$ & w n recur4 7,f7 ,availability ( records ( exclud$ p]sons & entities ,no?+ 9 ?is section %all be con/ru$ to h ! effect ( limit+ access by any applicant or b5efici>y "u ?is title or ! ,secret>y to records ma9ta9$ by any p]son or entity 9 connection ) s]vices provid$ to ! applicant or b5efici>y prior to ! exclusion ( su* p]son or entity "u ?is p>agraph4 7,g7 ,report+ ,requirem5t ,any p]son or entity p>ticipat+ 91 or seek+ to p>ticipate 91 ! program "u ?is title %all in=m ! ,secret>y1 9 su* =m & mann] z ! ,secret>y %all prescribe by regulation1 :e!r su* p]son or entity has be5 convict$ ( a violation "u p>agraph 7#a74 7d7 ,r$et]m9ation ( entitlem5t 7#a7 ,9 g5]al 7,a7 ,proc$ures ,! ,secret>y %all imm$iately r$et]m9e ! entitlem5t ( individuals to paid family & m$ical leave b5efit b5efits "u ?is title if !re is reason to believe t fraud or simil> fault 0 involv$ 9 ! application ( ! individual = su* b5efits1 unless a ,unit$ ,/ates attorney1 or equival5t ,/ate prosecutor1 ) jurisdiction ov] pot5tial or actual relat$ crim9al cases1 c]tifies1 9 writ+1 t !re is a sub/antial risk t su* action by ! ,secret>y ) reg>d to b5efici>ies 9 a p>ticul> inve/igation w\ld jeop>dize ! crim9al prosecution ( a p]son involv$ 9 a suspect$ fraud4 7,b7 ,disreg>d ( c]ta9 evid5ce ,:5 r$et]m9+ ! entitlem5t1 or mak+ an initial det]m9ation ( entitlem5t1 ( an individual "u ?is title1 ! ,secret>y %all disreg>d any evid5ce if !re is reason to believe t fraud or simil> fault 0 involv$ 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 mon?ly insurance b5efits1 ! ,secret>y det]m9es t !re is insuffici5t evid5ce to support su* entitlem5t1 ! ,secret>y 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 7#a7 ,9 g5]al ,!re are appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y to pay b5efits "u section #bbjb & = grants "u sections #bbji & #bbaj1 subject to p>agraph 7#b74 7#b7 ,limitation ,9 no case %all a grant "u section #bbji exce$ a total am\nt 7= all applicable individuals7 equival5t to ! sum ( b5efits paid 7includ+1 9 ! case ( a grant "u section #bbji1 ! full co/ ( adm9i/]+ su* b5efits7 = ea* applicable individual 7z describ$ "u p>agraph 7#c77 calculat$ on ! basis ( a total numb] ( h\rs ( leave dur+ ! individual's b5efit p]iod equal to-- 7,a7 ! product ( #ab multipli$ by ! numb] ( h\rs 9 a regul> workweek ( ! individual 7)9 ! mean+ ( section #bbjc7;d771 m9us 7,b7 ! numb] ( c>egiv+ h\rs 7z def9$ 9 section #bbjb7;c77 ( su* individual cr$it$ 9 total to mon?s dur+ su* b5efit p]iod "u ?is title4 7#c7 ,applicable individual ,= purposes ( p>agraph 7#b71 an applicable individual is an individual1 ) respect to :om a grant "u section #bbji is aw>d$1 receiv+ paid family or m$ical leave b5efits = days ( leave "u a paid family & m$ical leave b5efit program ( a legacy ,/ate 7z def9$ 9 section #bbji7;b774 7b7 ,fund+ = program adm9i/ration ,!re are appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y = ! foll[+ purposes 7includ+ ?r\gh ! use ( grants or contracts except :]e o!rwise specifi$73 7#a7 ,co/s relat$ to tak+ applications1 respond+ to public inquiries1 assi/+ ) problem resolution1 tak+ reque/s = appeals1 & ! provision ( o!r necess>y assi/ance to individuals apply+ = or receiv+ b5efits "u ?is title1 includ+ ! foll[+3 7,a7 ,co/s relat$ to /aff+ a national toll-free telephone numb] 7:i* %all n be c>ri$ out ?r\gh ! use ( grants or contracts74 7,b7 ,co/s relat$ to te*nology to support a national toll-free telephone numb] & to te*nology relat$ to ! design1 con/ruction & ma9t5ance ( an onl9e application & cu/om] s]vice portal4 7,c7 ,co/s relat$ to mail$ notices4 7#b7 ,co/s relat$ to det]m9+ eligibility 7:i* %all n be c>ri$ out ?r\gh ! use ( grants or contracts74 7#c7 ,co/s relat$ to ensur+ program integrity & combat+ fraud1 includ+ by issu+ regulations to d ! foll[+3 7,a7 ,ensure id5tity validation ( applicants & b5efici>ies4 7,b7 ,v]ify ! pr(essional cr$5tials ( relevant au?orities :o provide c]tifications pursuant to section #bbjd7;b77#b74 7,c7 ,ensure ! accuracy ( any wage & self-employm5t income data us$ 9 ! adm9i/ration ( ?is title4 7,d7 ,ensure t ! atte/ation requirem5t 9 section #bbjd7;b77#c7 has be5 satisfi$ = ea* applicant & b5efici>y4 7,e7 ,ensure ! accuracy ( p]iodic b5efit claim reports4 7,f7 ,provide = po/-effectuation quality review ( approv$ claims & quality review ( d5i$ claims 7:i* %all n be c>ri$ out ?r\gh ! use ( grants or contracts74 7#d7 ,co/s relat$ to c]tification ( paym5t ( b5efits 7:i* %all n be c>ri$ out ?r\gh ! use ( grants or contracts74 7#e7 ,co/s relat$ to appeals 7:i* %all n be c>ri$ out ?r\gh ! use ( grants or contracts74 7#f7 ,co/s relat$ to ! adm9i/ration by ! ,secret>y ( ! legacy ,/ate grant program "u section #bbji & ! employ]-sponsor$ plan grant program "u section #bbaj4 7#g7 ,co/s relat$ to develop+ sy/ems ( records = purposes ( adm9i/]+ ! program "u ?is title 7:i* %all n be c>ri$ out ?r\gh ! use ( grants or contracts1 except t co/s relat$ to te*nology to support su* sy/ems ( records may be c>ri$ out ?r\gh ! use ( grants or contracts74 7#h7 ,co/s relat$ to data ex*ange & %>+1 = :i* ! ,secret>y %all ent] into an agreem5t ) relevant data s\rces includ+ ! ,national ,directory ( ,new ,hires & %all seek to ent] into agreem5ts ) ,/ates to obta9 su* in=mation z ! ,secret>y may require to det]m9e eligibility & b5efits payable "u section #bbjb1 adm9i/] ! grants 9 sections #bbji & #bbaj1 & v]ify su* o!r in=mation z ! ,secret>y det]m9es may be necess>y 9 c>ry+ out ! provisions ( ?is title4 7#i7 ,co/s relat$ to ! tra9+ ( employees1 grantees1 & contractors1 includ+ tra9+ relat+ to ! prev5tion ( discrim9ation 9 ! adm9i/ration ( ?is title on ! basis ( race1 color1 e?nicity1 religion1 sex1 sexual ori5tation1 g5d] id5tity1 disability1 age1 national orig91 family composition1 or liv+ arrangem5ts4 7#aj7 ,co/s relat$ to provid+ te*nical assi/ance to legacy ,/ates "u section #bbji & to employ]s or ?ird p>ty adm9i/rators designat$ by an employ] ( paid leave programs "u section #bbaj4 7#aa7 ,co/s relat$ to provid+ te*nical assi/ance to small bus9ess employ]s ) respect to ! requirem5ts ( ! small bus9ess assi/ance grants 9 section #bbaa & ! process by :i* _! employees may apply = b5efits "u section #bbjb2 & 7#ab7 ,any o!r co/s necess>y = ! effective adm9i/ration ( ?is title4 #bbjh4 ,fund+ = outrea*1 public education1 & rese>* 7a7 ,fund+ = outrea* & public education ,!re are appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf = ! ,secret>y to1 ) respect to b5efits provid$ by ! program "u ?is title-- 7#a7 engage 9 a robu/ program ( culturally & l+ui/ically compet5t education & outrea* t[>d ensur+ aw>5ess ( & access to su* b5efits2 7#b7 provide in=mation to pot5tial b5efici>ies reg>d+ eligibility requirem5ts1 ! claims process1 b5efit am\nts1 maximum b5efits payable1 notice requirem5ts1 ! appeals process1 & nondiscrim9ation rights1 includ+ specific b5efit e/imates bas$ on ! av]age weekly e>n+s ( a pot5tial b5efici>y2 & 7#c7 provide employ]s ) a model notice to be us$ to in=m employees ( ! availability ( su* b5efits4 7b7 ,fund+ = rese>* ,!re are appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #aej1jjj1jjj = ea* ( fiscal ye>s #bjbc ?r\gh #bjbg = ! ,secret>y to-- 7#a7 develop & c>ry out grants = rese>* = ! purpose ( ensur+ full access to ! b5efits provid$ by ! program "u ?is title1 includ+ ?r\gh ! detection & prev5tion ( disp>ities on ! basis ( race1 color1 e?nicity1 religion1 sex1 sexual ori5tation1 g5d] id5tity1 disability1 age1 national orig91 income1 language1 job classification1 family composition1 or liv+ arrangem5ts2 & 7#b7 annually make available to ! public beg9n+ 9 fiscal ye> #bjbd a report t includes-- 7,a7 ! numb] ( individuals :o receiv$ su* b5efits2 7,b7 ! purposes & durations = :i* su* b5efits 7 receiv$2 7,c7 an analysis ( b5efit use by occupation1 indu/ry1 wage levels1 employ] size1 & geography2 7,d7 an analysis ( disp>ities id5tifi$ by ! grants = rese>* au?oriz$ "u ?is subsection on ! basis ( race1 color1 e?nicity1 religion1 sex1 sexual ori5tation1 g5d] id5tity1 disability1 age1 national orig91 family composition1 or liv+ arrangem5ts2 7,e7 a description ( ! actions by ! ,secret>y to prev5t disp>ities & ensure full access to ! b5efits provid$ by ! program "u ?is title2 7,f7 a comp>ative analysis ( paid family & m$ical leave b5efits receiv$ by individuals ?r\gh ! program "u section #bbjb1 ?r\gh a legacy ,/ate paid family & m$ical leave program describ$ 9 section #bbji1 or ?r\gh an employ]-sponsor$ program describ$ 9 section #bbaj t takes into acc\nt ! numb] ( individuals receiv+ b5efits1 ! *>act]i/ics ( ! b5efits receiv$1 & ! patt]ns ( leave-tak+ "u ea* program2 7,g7 ! numb] ( employ]s :o receiv$ a reimbursem5t grant "u section #bbaj & ! numb] ( employees ( su* employ]s :o receiv$ paid family & m$ical leave b5efits "u an employ]-sponsor$ program describ$ 9 su* section2 & 7,h7 ! numb] ( employ]s :o receiv$ "o or m small bus9ess assi/ance grants "u section #bbaa & ! total numb] ( su* grants provid$4 #bbji4 ,fund+ = ,/ate adm9i/ration option = legacy ,/ates 7a7 ,9 g5]al ,9 ea* cal5d> ye> beg9n+ ) #bjbd1 ! ,secret>y %all make a grant to ea* ,/ate t1 = ! cal5d> ye> prec$+ su* cal5d> ye> 7or1 9 ! case ( a grant "u ?is section 9 #bjbd1 = ! portion ( su* prec$+ cal5d> ye> occurr+ aft] ,june #cj71 0 a legacy ,/ate & t met ! data %>+ requirem5ts ( subsection 7c71 9 an am\nt equal to ! less] (-- 7#a7 an am\nt1 z e/imat$ by ! ,secret>y1 9 consultation ) ! ,secret>y ( ,labor1 equal to ! total am\nt ( paid family & m$ical leave b5efits t w\ld h be5 paid "u section #bbjb 7includ+ ! full ,f$]al co/ ( adm9i/]+ su* b5efits7 to individuals :o receiv$ b5efits "u a ,/ate program describ$ 9 subsection 7b7 dur+ ! cal5d> ye> prec$+ su* cal5d> ye> 7or1 9 ! case ( a grant "u ?is section 9 #bjbd1 = ! portion ( su* prec$+ cal5d> ye> occurr+ aft] ,june #cj7 if ! ,/ate _h n be5 a legacy ,/ate = su* prec$+ cal5d> ye> 7or1 9 ! case ( a grant "u ?is section 9 #bjbd1 = ! portion ( su* prec$+ cal5d> ye> occurr+ aft] ,june #cj72 or 7#b7 an am\nt equal to ! total co/ ( ! ,/ate paid family & m$ical leave program describ$ 9 subsection 7b7 = ! cal5d> ye> prec$+ su* cal5d> ye> 7or1 9 ! case ( a grant "u ?is section 9 #bjbd1 = ! portion ( su* prec$+ cal5d> ye> occurr+ aft] ,june #cj71 includ+-- 7,a7 ! total am\nt ( paid family & m$ical leave b5efits t w\ld h be5 paid to individuals "u su* program = leave t is exempt "u su* program on acc\nt ( be+ o!rwise paid "u a program provid$ by su* individual's employ]2 & 7,b7 ! full co/ to ! ,/ate ( adm9i/]+ su* program4 ,9 any case 9 :i*1 dur+ any cal5d> ye>1 ! ,secret>y has reason to believe t a ,/ate w be a legacy ,/ate & meet ! data %>+ requirem5ts ( subsection 7c7 = su* cal5d> ye>1 ! ,secret>y 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 t ! ,secret>y1 9 consultation ) ! ,secret>y ( ,labor1 det]m9es-- 7#a7 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 on or aft] ! date t is #c ye>s aft] ! date ( enactm5t ( ?is title1 has 9 effect1 ?r\gh\t su* cal5d> ye>1 a ,/ate program enact$ into law-- 7,a7 t provides paid family & m$ical leave b5efits-- 7i7 = at lea/ #ab full workweeks ( leave dur+ ea* #ab-mon? p]iod to at lea/ all ( ^? individuals 9 ! ,/ate :o w\ld be eligible = paid family & m$ical leave b5efits "u section #bbjb 7)\t reg>d to section #bbjb7;c77#b77;,d77 dur+ any "p ( su* cal5d> ye>1 provid$ t su* ,/ate program-- 7,i7 %all provide paid family & m$ical leave b5efits = leave f employm5t by ! ,/ate or any political subdivision !re(1 except t any ,/ate or local employees subject to a collective b>ga9+ agreem5t may be exclud$ f su* cov]age ) ! agreem5t ( #ij p]c5t ( ! employees cov]$ by ! collective b>ga9+ agreem5t2 & 7,,ii7 may provide su* b5efits = leave f ,f$]al employm5t2 & 7ii7 at a wage replacem5t rate t is at lea/ equival5t to ! wage replacem5t rate "u ! program "u ?is title 7)\t reg>d to section #bbjb7;c77#b77;,d772 & 7,b7 t provides an annual notice to ea* individual ^: employm5t w\ld be eligible = su* b5efits "u ! ,/ate program4 7c7 ,data %>+ ,z a condition ( receiv+ a grant "u subsection 7a7 9 a cal5d> ye>1 a ,/ate %all ent] into an agreem5t ) ! ,secret>y "u :i* ! ,/ate %all provide ! ,secret>y-- 7#a7 ) in=mation1 to be provid$ p]iodically z det]m9$ by ! ,secret>y1 conc]n+ individuals :o receiv$ a paid leave b5efit "u a ,/ate program describ$ 9 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 ! ,secret>y may require = ! 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$+ su* cal5d> ye>2 & 7#c7 su* o!r in=mation z ! ,secret>y det]m9es may be necess>y 9 c>ry+ out ! provisions ( ?is title1 includ+ = ! purposes ( promot+ equity z describ$ "u section #bbjf7;a7 & = rese>* describ$ "u section #bbjh7;b74 7d7 ,fund+ = transitional co/s = legacy ,/ates 7#a7 ,9 g5]al ,!re are appropriat$ to ! ,secret>y1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 su* sums z necess>y = grants 9 accordance ) ?is subsection4 7#b7 ,transition grants ,! ,secret>y %all make a grant "u ?is subsection to ea* ,/ate t-- 7,a7 is a legacy ,/ate = ! cal5d> ye> 9 :i* occurs ! date ( enactm5t ( ?is title2 7,b7 c]tifies to ! ,secret>y t ! ,/ate int5ds to rema9 a legacy ,/ate & meet ! data %>+ requirem5ts ( subsection 7c7 at lea/ ?r\gh ! fir/ cal5d> ye> t beg9s on or aft] ! date t is #c ye>s aft] ! date ( enactm5t ( ?is title2 & 7,c7 agrees to repay ! full am\nt ( su* grant if ! ,/ate fails to rema9 a legacy ,/ate & meet ! data %>+ requirem5ts ( subsection 7c7 z c]tifi$ 9 subp>agraph 7,b74 7#c7 ,am\nt ( grant ,! am\nt ( a grant provid$ to a ,/ate "u ?is subsection %all be equal to #a_/b ( ! sum ( ! ,/ate's exp5ditures f ! date ( enactm5t ( ?is title ?r\gh ! cal5d> ye> describ$ 9 p>agraph 7#b77;,b7 on-- 7,a7 ! co/s ( creat+ new in=mation te*nology sy/ems z ne$$ to implem5t ! data %>+ requirem5ts ( subsection 7c7 7includ+ /aff+ co/s relat$ to su* sy/ems72 & 7,b7 o!r necess>y co/s incurr$ by ! ,/ate to meet ! requirem5ts ( subsection 7b77#b77;,a77ii74 7#d7 ,e/imat$ advance paym5ts ,! ,secret>y may make e/imat$ paym5ts ( a grant provid$ to a ,/ate "u ?is subsection = any cal5d> ye>1 to be adju/$ z appropriate 9 ! succe$+ cal5d> ye>4 #bbaj4 ,reimbursem5t option = employ]-sponsor$ paid leave b5efits 7a7 ,9 g5]al ,= ea* cal5d> ye> beg9n+ ) #bjbc1 ! ,secret>y %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 paid family & m$ical leave b5efit program ) respect to :i* b5efits are aw>d$ & paid "u a contract ) an insur]1 an am\nt equal to #ij p]c5t ( ! product (-- 7,a7 ! project$ national av]age co/ p] employee ( provid+ paid family & m$ical leave b5efits z det]m9$ by ! ,secret>y = su* cal5d> ye> "u subsection 7c77#c7 7or1 9 ! case ( cal5d> ye> #bjbc1 #a_/b ( su* project$ national av]age co/72 multipli$ by 7,b7 ! numb] ( employees 7pro-rat$ = "p-"t employees7 cov]$ "u ! program = su* cal5d> ye> 7or1 9 ! case ( cal5d> ye> #bjbc1 = ! portion ( su* cal5d> ye> occurr+ aft] ,june #cj72 & 7#b7 9 ! case ( an eligible employ] sponsor+ a self-insur$ paid family & m$ical 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 individuals = up to #ab weeks ( leave p] individual 7or1 9 ! case ( cal5d> ye> #bjbc1 = ! portion ( su* cal5d> ye> occurr+ aft] ,june #cj72 or 7,b7 if less]1 ! product ( ! national av]age weekly b5efit am\nt paid "u section #bbjc7;a7 dur+ su* cal5d> ye> 7or1 9 ! case ( cal5d> ye> #bjbc1 dur+ ! portion ( su* cal5d> ye> occurr+ aft] ,june #cj7 multipli$ by ! numb] ( weeks ( leave 7up to #ab p] individual7 paid by ! employ] = all individuals "u ! program = ! cal5d> ye> 7or su* portion 9 ! case ( cal5d> ye> #bjbc74 7b7 ,eligibility2 application requirem5ts 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 #bbji7 t satisfies all ( ! foll[+ requirem5ts3 7,a7 ,non-legacy ,/ate employees ,! employ] has "o or m employees dur+ su* cal5d> ye> ^: employm5t ) su* employ] w\ld n be eligible = paid family or m$ical leave b5efits "u ! law ( any legacy ,/ate 7z def9$ 9 section #bbji7;b77 = su* cal5d> ye>4 7,b7 ,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 ! ,secret>y t ! employ] int5ds to seek a grant "u ?is section = su* cal5d> ye>2 7ii7 c]tifies to ! ,secret>y t ! employ] w h 9 effect dur+ su* cal5d> ye> a paid family & m$ical 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 ! ,secret>y may reque/2 & 7iii7 pays an application fee ( #a1jjj 7or #bjj 9 ! case ( a r5ew$ application74 7,c7 ,approval by ! ,secret>y ,! paid family & m$ical leave b5efit program ref]r$ to 9 subp>agraph 7,b7 is subsequ5tly approv$ by ! ,secret>y z meet+ all applicable requirem5ts4 7,d7 ,in=mation submission requirem5t ,at ! "t ( application = su* grant = ea* cal5d> ye>1 ! employ]-- 7i7 submits to ! ,secret>y-- 7,i7 an atte/ation t ! paid family & m$ical leave b5efit program ref]r$ to 9 subp>agraph 7,b7 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* employee ( ! employ] cov]$ by ! program = su* cal5d> ye>1 ! employee's "n1 in=mation to e/abli% ! employee's id5tity1 & 9 ! case ( a "p-"t employee 7= purposes ( det]m9+ ! numb] ( employees 7pro-rat$ = "p-"t employees7 cov]$ "u ! program = su* cal5d> ye> "u subsection 7a77#a77;,b771 ! numb] ( h\rs ! employee regul>ly works 9 a week2 & 7ii7 agrees to submit in=mation to ! ,secret>y z describ$ 9 subsection 7e74 7,e7 ,ma9t5ance ( records ,! employ] agrees to reta9 all records relat+ to ! employ]'s paid family & m$ical leave b5efit program = n less ?an #c ye>s4 7,f7 ,job protections & o!r employee rights ,z a condition ( ! grant1 ! employ] agrees-- 7i7 t1 on return f leave "u ! program describ$ 9 subp>agraph 7,b71 ! individual tak+ su* leave w-- 7,i7 be re/or$ by ! employ] to ! position ( employm5t held by ! individual :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 = ! individual "u any gr\p heal? plan 7z def9$ 9 section #bbab7 = ! duration ( su* leave at ! level & "u ! conditions cov]age w\ld h be5 provid$ if ! individual _h cont9u$ 9 employm5t cont9u\sly = ! duration ( su* leave2 7iii7 9 any case 9 :i* an employee receives an adv]se det]m9ation f ! employ] 7or adm9i/]+ entity7 ) respect to paid family & m$ical leave b5efits "u ! program describ$ 9 subp>agraph 7,b7-- 7,i7 to provide opportunity = ! employee to appeal su* adv]se det]m9ation to ! employ] 7or adm9i/]+ entity72 & 7,,ii7 9 any case 9 :i* ! employee elects to appeal ! results ( su* initial appeal to ! ,secret>y pursuant to section #bbje7;a77#a77;,b7 & ! f9al decision ( ! ,secret>y is 9 ! employee's favor1 to provide = ! paym5t ( su* paid family & m$ical leave b5efits 9 addition to ! co/s to ! ,secret>y ( su* second>y appeal2 7iv7 to provide annual notice to all employees ( ! availability ( paid family & m$ical leave b5efits "u ! program describ$ 9 subp>agraph 7,b7 & ( ! "r to appeal any adv]se det]m9ation ) respect to su* b5efits2 & 7v7 n to impose any fee on any employee relat$ to ! receipt ( paid family & m$ical leave b5efits "u ! program describ$ 9 subp>agraph 7,b74 7,g7 ,additional assurances ,! employ] provides assurances t ! employ] 7or adm9i/]+ entity7-- 7i7 w n int]f]e )1 re/ra91 or d5y ! ex]cise (1 or ! attempt to ex]cise1 any "r provid$ "u su* policy2 7ii7 w notify an employee 9 any case 9 :i* ! employee is provid$ reimbursable b5efits2 & 7iii7 w n dis*>ge1 or 9 any o!r mann] discrim9ate aga9/1 any individual = oppos+ any practice prohibit$ by su* policy4 7,h7 ,special conditions 9 ! case ( c]ta9 employ]s 7i7 ,self-insur$ private employ]s ,9 ! case ( a paid family & m$ical leave b5efit program ( an employ] 7o!r ?an a ,/ate or political subdivision !re(7 ) respect to :i* b5efits are aw>d$ & paid directly by ! employ] 7or by a ?ird p>ty adm9i/rator on behalf ( ! employ]7-- 7,i7 su* employ] employs at lea/ #ej employees describ$ 9 subp>agraph 7,a72 7,,ii7 su* b5efits are gu>ante$ by a surety bond held by ! employ]2 & 7,,iii7 su* employ] 7or adm9i/]+ entity7 holds funds 9 a d$icat$ acc\nt = su* b5efits n us$ = any o!r bus9ess purpose4 7ii7 ,self-insur$ ,/ate & local employ]s ,9 ! case ( a paid family & m$ical leave b5efit program ( an employ] t is a ,/ate 7or political subdivision !re(7 ) respect to :i* b5efits are aw>d$ & paid directly by ! employ] 7or by a ?ird p>ty adm9i/rator on behalf ( ! employ]71 su* b5efits are negotiat$ pursuant to a collective b>ga9+ agreem5t4 7#b7 ,tim+ ( application 7,a7 ,c]tification ,! c]tification deadl9e specifi$ 9 ?is subp>agraph = a cal5d> ye> is-- 7i7 = cal5d> ye> #bjbc1 ,m>* #ca1 #bjbc2 & 7ii7 = any cal5d> ye> aft] #bjbc1 #ij days be=e ! beg9n+ ( su* cal5d> ye>1 or1 if lat]1 ! date t is #ij days be=e a plan describ$ 9 p>agraph 7#a77;,b7 fir/ goes into effect4 7,b7 ,submission ( docum5tation ,! submission deadl9e specifi$ 9 ?is subp>agraph = a cal5d> ye> is-- 7i7 = cal5d> ye> #bjbc1 ,may #ae1 #bjbc2 & 7ii7 = any cal5d> ye> aft] #bjbc1 #de days be=e ! beg9n+ ( su* cal5d> ye>1 or1 if lat]1 ! date t is #de days be=e a plan describ$ 9 p>agraph 7#a77;,b7 fir/ goes into effect4 7c7 ,employ] program requirem5ts 7#a7 ,9 g5]al ,a paid family & m$ical leave b5efit program %all n be consid]$ to meet ! requirem5ts ( ?is subsection unless su* program consi/s ( a writt5 employ] policy t provides = ! paym5t1 ?r\gh "o or m employee b5efit plans1 ( family & m$ical leave b5efits1 :i* may be gu>ante$ ?r\gh an insur] & :i* may be adm9i/]$ by an insur] or by ano!r ?ird-p>ty entity1 t includes ea* elem5t 9 ! model template describ$ 9 p>agraph 7#b71 & t provides = ea* ( ! foll[+3 7,a7 ,! provision ( su* b5efits to all employees describ$ 9 subsection 7b77#a77;,a71 reg>dless ( l5g? ( s]vice1 job type1 memb]%ip 9 a labor organization1 s5iority /atus1 or any o!r employee classification4 7,b7 ,ea* ( ! job protections & o!r employee rights describ$ 9 subsection 7b77#a77;,f74 7,c7 ,ea* ( ! assurances describ$ 9 subsection 7b77#a77;,g74 7,d7 ,submission ( in=mation to ! ,secret>y z describ$ 9 subsection 7e74 7#b7 ,model template ,n lat] ?an ,july #a1 #bjbb1 ! ,secret>y %all make available to eligible employ]s a model template ( a writt5 policy provid+ paid family & m$ical leave b5efits-- 7,a7 at a wage replacem5t rate t is at lea/ z great z ! wage replacem5t rate t an employee w\ld receive "u ! program "u ?is title 7)\t reg>d to section #bbjb7;c77#b77;,c772 7,b7 = a total numb] ( weeks ( paid leave t is at lea/ z great z ! total numb] ( weeks ( paid leave t an employee w\ld receive "u ! program "u ?is title 7)\t reg>d to su* section72 7,c7 = all ( ! reasons = :i* an individual w\ld be consid]$ to be engag$ 9 qualifi$ c>egiv+ "u section #bbjb7;c77#b77;,a71 reg>dless ( any pre-exi/+ m$ical conditions2 7,d7 = leave :i* may be tak5 int]mitt5tly or on a r$uc$ leave s*$ule2 7,e7 t does n impose any fee on any employee relat$ to ! receipt ( su* b5efits4 7,f7 :i* mu/ be paid n less frequ5tly ?an mon?ly2 7,g7 = :i* applications mu/ be process$ & notifications provid$ at lea/ z quickly z is provid$ "u section #bbjd = b5efits provid$ "u section #bbjb7;a72 & 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 false2 7#c7 ,national av]age co/ ,n lat] ?an ,octob] #a ( ! cal5d> ye> be=e ea* cal5d> ye> beg9n+ ) #bjbc1 ! ,secret>y %all det]m9e ! project$ national av]age co/ p] employee = su* cal5d> ye> ( a paid family & m$ical leave b5efit program t meets ! requirem5ts ( p>agraph 7#b7 7assum+ adm9i/rative co/s no great] ?an ! av]age or project$ av]age adm9i/rative co/s ( provid+ b5efits "u section #bbjb71 tak+ into acc\nt project$ b5efit levels1 duration ( b5efits1 & frequ5cy ( use ( ! program 9 su* cal5d> ye>4 7d7 ,tim+ ( paym5t2 p5alty = late fil+ 7#a7 ,insur$ employ]s ,a grant paid "u ?is section = a cal5d> ye> to an eligible employ] describ$ 9 subsection 7a77#a7 %all be paid by ! ,secret>y n lat] ?an #cj days aft] ! beg9n+ ( su* cal5d> ye>1 except t 9 ! case ( a grant "u ?is section = cal5d> ye> #bjbc1 su* grant %all be paid by ! ,secret>y n lat] ?an ,augu/ #a1 #bjbc4 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 ! ,secret>y 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#a77;,b77ii7-- 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 ! ,secret>y ) in=mation1 at su* times & 9 su* mann] z det]m9$ by ! ,secret>y1 conc]n+ individuals :o receiv$ a paid leave b5efit "u ! paid family & m$ical leave b5efit program ( ! employ]1 includ+ ea* individual's "n1 in=mation to e/abli% ! individual's id5tity1 dates = :i* su* paid leave b5efits 7 paid1 ! am\nt ( su* paid leave b5efit1 &1 to ! ext5t available1 su* o!r in=mation conc]n+ su* individuals z ! ,secret>y may require = ! purpose ( c>ry+ out ?is section & section #bbjb7;c77#b77;,c71 & = o!rwise c>ry+ out ! provisions ( ?is title1 includ+ = ! purposes ( promot+ equity z describ$ "u section #bbjf7;a7 & = rese>* describ$ "u section #bbjh7;b74 7f7 ,en=cem5t 7#a7 ,9 g5]al ,! ,secret>y %all conduct p]iodic reviews ( employ]s receiv+ grants "u ?is section 7& ( entities adm9i/]+ su* grants74 ,! ,secret>y may )draw approval ( ! paid family & m$ical leave b5efit program ( an employ] 9 any case 9 :i* ! ,secret>y f9ds t ! employ] 7or adm9i/]+ entity7 has violat$ any requirem5t ( ?is section1 & may disqualify an employ] 7or adm9i/]+ entity7 f receiv+ 7or adm9i/]+7 subsequ5t grants "u ?is section 9 ! case ( repeat$ violations4 7#b7 ,p5alties relat+ to appeals ,9 any case 9 :i* ! ,secret>y 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 ! ,secret>y pursuant to an appeal describ$ 9 section #bbje7;a77#a77;,b71 ! ,secret>y may impose su* p5alties on ! employ] 7or adm9i/]+ entity7 z ! ,secret>y deems appropriate1 :i* may include a r$uction 91 or disqualification f receiv+ 7or adm9i/]+71 subsequ5t grants "u ?is section4 7#c7 ,p5alties on adm9i/]+ entities ,9 ! case ( a ?ird-p>ty entity adm9i/]+ a paid family & m$ical 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$4 ,9 any case 9 :i* ! ,secret>y det]m9es t a patt]n ( misconduct exi/s ) respect to an entity adm9i/]+ b5efits "u ?is section = multiple employ]s1 ! ,secret>y may disqualify su* entity f adm9i/]+ employ]-sponsor$ 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 ! ,secret>y only if su* appeal is fil$ ) ! ,secret>y n lat] ?an #fj days aft] ! date ( su* decision4 7g7 ,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 #bbaa4 ,fund+ = small bus9ess assi/ance 7a7 ,9 g5]al ,!re are appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y = grants 9 accordance ) ?is section4 7b7 ,small bus9ess assi/ance grants ,! ,secret>y %all make a grant to ea* eligible employ] 7z def9$ 9 subsection 7g77 :o employs a cov]$ individual 7z s def9$7 if su* eligible employ] satisfies ! requirem5ts ( subsection 7c74 7c7 ,grant requirem5ts ,an eligible employ] seek+ a grant "u ?is section ) respect to a cov]$ individual describ$ 9 subsection 7b7 %all-- 7#a7 n lat] ?an #ij days aft] su* individual returns f qualifi$ leave 7z def9$ 9 subsection 7g77 f ! employ]1 submit an application to ! ,secret>y 9 su* mann] z ! ,secret>y %all provide2 7#b7 atte/ to ! ,secret>y t ! employ] reasonably expects to1 dur+ ! p]iod 9 :i* su* individual is tak+ su* qualifi$ leave1 incur co/s attributable to replac+ ! labor ( su* individual dur+ su* p]iod 9 excess ( ! wages t w\ld be paid to ! individual dur+ su* p]iod if su* leave 7 n tak52 7#c7 agree t1 on return f su* qualifi$ leave1 ! individual w-- 7,a7 be re/or$ by ! employ] to ! position ( employm5t held by ! individual :5 ! leave comm5c$2 or 7,b7 be re/or$ to an equival5t position ) equival5t employm5t b5efits1 pay1 & o!r t]ms & conditions ( employm5t2 7#d7 agree to ma9ta9 cov]age = ! individual "u any gr\p heal? plan 7z def9$ 9 section #bbab7 = ! duration ( su* qualifi$ leave at ! level & "u ! conditions cov]age w\ld h be5 provid$ if ! individual _h cont9u$ 9 employm5t cont9u\sly = ! duration ( su* leave2 7#e7 ^u ! aw>d ( su* grant1 notify ! individual ( _! rights "u p>agraphs 7#c7 & 7#d74 7d7 ,am\nt ( grant ,! am\nt ( a grant to an eligible employ] ) respect to a cov]$ individual %all be an am\nt equal to ! product ( #b4e multipli$ by ! av]age weekly wage ( ! ,/ate 9 :i* ! individual's worksite is locat$ = ! mo/ rec5t cal5d> ye>4 ,= purposes ( ?is subsection1 ! av]age weekly wage ( a ,/ate = a cal5d> ye> %all be det]m9$ & annually publi%$ by ! ,secret>y on ! basis ( data prep>$ by ! ,bureau ( ,labor ,/ati/ics t is bas$ on a qu>t]ly c5sus ( employ]s 9 ! ,/ate ( wages paid = unemploym5t insurance-cov]$ employm5t4 7e7 ,limitations ,9 no case may an eligible employ]-- 7#a7 receive m ?an #a grant "u ?is section ) respect to ! same cov]$ individual 9 a s+le cal5d> ye>2 or 7#b7 receive m ?an #aj total grants "u ?is section 9 a s+le cal5d> ye>4 7f7 ,en=cem5t ,9 any case 9 :i*-- 7#a7 an employ]'s atte/ation ) respect to co/s incurr$ made pursuant to subsection 7c77#b7 is n made 9 good fai?2 or 7#b7 an employ] :o receives a grant "u ?is section ) respect to a cov]$ individual fails to satisfy ! requirem5ts ( p>agraph 7#c7 or 7#d7 ( subsection 7c7 ) respect to su* individual1 ! ,secret>y may require ! employ] to repay ! full am\nt ( su* grant 7includ+ any applicable int]e/7 & may p]man5tly prohibit ! employ] f apply+ = any subsequ5t grants "u ?is section4 7g7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,cov]$ individual ,= purposes ( ?is section1 ! t]m cov]$ individual means an individual employ$ by an eligible employ] :o takes #d or m weeks ( leave f su* employ]1 or anticipates tak+ #d or m weeks1 dur+ ! individual's b5efit p]iod = :i* ! individual receives paid family & m$ical leave b5efits-- 7,a7 "u section #bbjb7;a72 7,b7 "u ! law ( a legacy ,/ate 7z def9$ 9 section #bbji7;b772 or 7,c7 "u an eligible employ]-sponsor$ plan "u section #bbaj1 b only if ! eligible employ] has receiv$ no o!r ,/ate or ,f$]al grant int5d$ to cov] ! co/s describ$ 9 subsection 7c77#b7 ) respect to su* individual4 7#b7 ,eligible employ] ,! t]m eligible employ] means any p]son 7o!r ?an a gov]nm5tal ag5cy7 :o regul>ly employs at lea/ #a & n m ?an #ej employees4 7#c7 ,qualifi$ leave ,! t]m qualifi$ leave means leave tak5 by an individual ) respect to :i* ! individual is eligible = paid family & m$ical leave b5efits "u section #bbjb1 "u ! law ( a legacy ,/ate 7z def9$ 9 section #bbji7;b771 or "u an eligible employ]-sponsor$ plan "u section #bbaj4 #bbab4 ,def9itions ,= purposes ( ?is title ! foll[+ def9itions apply3 7#a7 ,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#b7 ,national av]age wage index ,! t]m national av]age wage index has ! mean+ giv5 su* t]m 9 section #bji7k77#a74 7#c7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ! ,treasury4 7#d7 ,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 ! ,secret>y %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$+ qu>t]s any "p ( :i* is 9 su* taxable ye>4 7#e7 ,/ate ,! t]m ,/ate means any ,/ate ( ! ,unit$ ,/ates or ! ,di/rict ( ,columbia or any t]ritory or possession ( ! ,unit$ ,/ates4 7#f7 ,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* ,code1 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#g7 ,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/]+ paid leave 7a7 ,9 g5]al ,section #dec7;j7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fec7;j77 is am5d$-- 7#a7 by r$esignat+ p>agraphs 7#e7 ?r\gh 7#aa7 z p>agraphs 7#f7 ?r\gh 7#ab71 respectively2 & 7#b7 by add+ aft] p>agraph 7#d7 ! foll[+3 7#e7 ,provision ( new hire in=mation = purposes ( family & m$ical leave program 7,a7 ,9 g5]al ,! ,national ,directory ( ,new ,hires %all provide ! ,secret>y ( ! ,treasury ) all in=mation 9 ! ,national ,directory relat+ to wages paid to individuals4 7,b7 ,use & ma9t5ance ( in=mation by ! ,secret>y ( ! ,treasury ,! ,secret>y ( ! ,treasury may use in=mation provid$ "u ?is p>agraph only = purposes ( adm9i/]+ ! paid family & m$ical leave b5efit program "u title ,,xxii1 & %all ma9ta9 su* in=mation 9 ! records ( ! ,secret>y ( ! ,treasury = su* "t z ! ,secret>y ( ! ,treasury deems necess>y = ! adm9i/ration ( su* program4 4 7b7 ,con=m+ am5dm5t ,section #dec7;i77#b77;,c7 ( su* ,act 7#db ,u4,s4,c4 #fec7;i77#b77;,c77 is am5d$ by /rik+ 7j77#e7 & ins]t+ 7j77#f74 ,b ,retirem5t #acajja4 ,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 ,automatic contribution plans & arrangem5ts #acaaja4 ,tax impos$ on employ]s fail+ to ma9ta9 or facilitate automatic contribution plan or arrangem5t 7a7 ,automatic contribution plan or arrangem5t 7#a7 ,9 g5]al ,section #dad is am5d$ by add+ at ! end ! foll[+3 7aa7 ,automatic contribution plan or arrangem5t ,= purposes ( ?is title-- 7#a7 ,9 g5]al ,! t]m automatic contribution plan or arrangem5t means-- 7,a7 a def9$ contribution plan t-- 7i7 is describ$ 9 clause 7i71 7ii71 or 7iv7 ( section #bai7;g77#e77;,a71 7ii7 includes a qualifi$ ca% or def]r$ arrangem5t or a sal>y r$uction arrangem5t1 & 7iii7 meets ! notice1 eligibility1 contribution1 inve/m5t1 fee1 & lifetime income requirem5ts ( p>agraphs 7#b71 7#c71 7#d71 7#e71 7#f71 & 7#g71 respectively1 7,b7 an automatic ,,ira arrangem5t describ$ 9 p>agraph 7#h71 7,c7 an arrangem5t describ$ 9 section #djh7p7 t meets ! notice1 contribution1 inve/m5t1 & fee requirem5ts describ$ 9 p>agraphs 7#b71 7#d71 7#e71 & 7#f71 & 7,d7 a plan describ$ 9 clause 7i71 7ii71 7iv71 7v71 or 7vi7 ( section #bai7;g77#e77;,a7 t is e/abli%$ & ma9ta9$ by an employ] z ( ! date ( enactm5t ( ! ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 or a plan describ$ 9 section #bai7;g77#e77;,a77iv7 t is n subject to title ,i ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd & (f]s annuity contracts1 or makes cu/odial acc\nts available to employees1 z ( su* date4 7#b7 ,notice requirem5ts ,a plan or arrangem5t %all be treat$ z meet+ ! notice requirem5ts ( ?is p>agraph ) respect to an employee if ! plan or arrangem5t meets ! notice requirem5ts (1 or simil> to1 ! notice requirem5ts ( section #dja7k77#ac77;,e71 exclud+ any su* notice requirem5ts t are n applicable or relevant to ! su* plan or arrangem5t4 7#c7 ,eligibility requirem5ts 7,a7 ,9 g5]al ,! requirem5ts ( ?is p>agraph %all be treat$ z met if all employees ( ! employ] are eligible to p>ticipate 9 an automatic contribution plan or arrangem5t ma9ta9$ or facilitat$ by ! employ]4 7,b7 ,c]ta9 exclusions ,! foll[+ employees may be exclud$ f consid]ation 9 det]m9+ :e!r ! requirem5ts ( ?is p>agraph are met3 7i7 ,individuals less ?an #ba ye>s old ,any employee :o has n atta9$ age #ba4 7ii7 ,c]ta9 o!r employees ,any employee describ$ 9 section #daj7;b77#c74 7iii7 ,s]vice requirem5ts ,any employee :o has n complet$ at lea/ "o ( ! foll[+ p]iods ( s]vice ) ! employ] ma9ta9+ or facilitat+ ! plan or arrangem5t3 7,i7 ,! p]iod p]mitt$ "u section #daj7;a77#a7 7det]m9$ )\t reg>d to subp>agraph 7,b77i7 !re(74 7,,ii7 ,a p]iod ( #b consecutive #ab-mon? p]iods dur+ ea* ( :i* ! employee has at lea/ #ejj h\rs ( s]vice4 7,c7 ,special rules = controll$ gr\ps ,eligible employees )9 an employ] ne$ n be eligible to p>ticipate 9 ! same automatic contribution plan or arrangem5t4 ,= purposes ( ?is subsection1 ! t]m employ] %all include all employ]s treat$ z a s+le employ] "u subsection 7b71 7c71 7m71 or 7o7 ( section #dad4 7,d7 ,entry dates ,rules simil> to ! rules ( section #daj7;a77#d7 %all apply ) respect to employees :o h satisfi$ ! age & s]vice requirem5ts ref]5c$ 9 subp>agraph 7,b7 & :o are o!rwise entitl$ to p>ticipate 9 a plan or arrangem5t4 7#d7 ,contribution requirem5ts 7,a7 ,9 g5]al ,! requirem5ts ( ?is p>agraph %all be treat$ z met if1 "u ! plan or arrangem5t1 ea* employee eligible to p>ticipate 9 ! plan or arrangem5t is treat$ z hav+ elect$ to h ! employ] make elective contributions 9 an am\nt equal to ! qualifi$ p]c5tage ( comp5sation4 7,b7 ,election out ,! election treat$ z hav+ be5 made "u subp>agraph 7,a7 %all cease to apply ) respect to any employee if su* employee makes an affirmative election-- 7i7 n to h su* contributions made1 or 7ii7 to make elective contributions at a level specifi$ 9 su* affirmative election4 7,c7 ,qualifi$ p]c5tage ,= purposes ( ?is p>agraph1 & except z provid$ 9 subp>agraph 7,d77i71 ! t]m qualifi$ p]c5tage means1 ) respect to any employee1 any p]c5tage det]m9$ "u ! plan or arrangem5t if su* p]c5tage is appli$ uni=mly1 does n exce$ #ae p]c5t 7#aj p]c5t dur+ ! p]iod describ$ 9 clause 7i771 & is at lea/-- 7i7 #f p]c5t dur+ ! p]iod end+ on ! la/ day ( ! fir/ plan ye> :i* beg9s aft] ! date on :i* ! fir/ elective contribution describ$ 9 subp>agraph 7,a7 is made ) respect to su* employee1 7ii7 #g p]c5t dur+ ! fir/ plan ye> foll[+ ! plan ye> describ$ 9 clause 7i71 7iii7 #h p]c5t dur+ ! fir/ plan ye> foll[+ ! plan ye> describ$ 9 clause 7ii71 7iv7 #i p]c5t dur+ ! fir/ plan ye> foll[+ ! plan ye> describ$ 9 clause 7iii71 & 7v7 #aj p]c5t dur+ any subsequ5t plan ye>4 7,d7 ,rules relat+ to ,automatic ,,ira arrangem5ts ,= purposes ( ?is p>agraph-- 7i7 ,qualifi$ p]c5tage ,9 ! case ( an automatic ,,ira arrangem5t1 ! t]m qualifi$ p]c5tage means1 ) respect to an employee = any plan ye>1 a p]c5tage equal to ! m9imum p]c5tage describ$ = su* plan ye> "u subp>agraph 7,c74 7ii7 ,payroll d$uction contributions ,9 ! case ( an automatic ,,ira arrangem5t1 any ref]5ce 9 ?is p>agraph to elective contributions %all be treat$ z includ+ a ref]5ce to payroll d$uction contributions4 7#e7 ,inve/m5t requirem5ts 7,a7 ,9 g5]al 7i7 ,default inve/m5ts ,a plan or arrangem5t %all be treat$ z meet+ ! requirem5ts ( ?is p>agraph if 9 ! abs5ce ( an inve/m5t election by a p>ticipant or b5efici>y1 am\nts are inve/$ only 9 ! class ( assets or funds describ$ 9 subp>agraph 7,b74 7ii7 ,requir$ inve/m5t options 9 automatic ,,ira arrangem5t ,9 addition to ! default inve/m5t requirem5t ( clause 7i71 an automatic ,,ira arrangem5t %all be treat$ z meet+ ! requirem5ts ( ?is p>agraph if ! arrangem5t also all[s ! p>ticipant to inve/ 9 any ( ! class ( assets or funds describ$ 9 subp>agraph 7,b71 7,c71 7,d71 or 7,e71 & provides = no o!r inve/m5t options4 7,b7 ,t>get date_/lifecycle option ,! class ( assets or funds describ$ 9 ?is clause is ! class ( assets or funds t con/itutes a qualifi$ default inve/m5t alt]native "u ,dep>tm5t ( ,labor regulation section #beej4djd;c-#e7;e77#d77;i74 7,c7 ,pr9cipal pres]vation ,! class ( assets or funds describ$ 9 ?is clause is ! class ( assets or funds t is design$ to protect ! pr9cipal ( ! individual on an ongo+ basis4 7,d7 ,balanc$ option ,! class ( assets or funds describ$ 9 ?is clause is ! class ( assets or funds t con/itutes a qualifi$ default inve/m5t alt]native "u ,dep>tm5t ( ,labor regulation section #beej4djd;c-#e7;e77#d77;ii74 7,e7 ,o!r ,any o!r class ( assets or funds det]m9$ by ! ,secret>y to be a qualifi$ inve/m5t = purposes ( ?is section4 7#f7 ,fee requirem5ts ,9 ! case ( any plan or arrangem5t n o!rwise subject to title ,i ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd1 "u ! fee requirem5ts ( ?is p>agraph1 no p>ticipant may be *>g$ unreasonable fees or exp5ses4 7#g7 ,lifetime income requirem5ts 7,a7 ,9 g5]al ,a plan or arrangem5t %all be treat$ z meet+ ! lifetime income requirem5t describ$ 9 ?is p>agraph if ! plan or arrangem5t p]mits p>ticipants to elect to receive at lea/ #ej p]c5t ( _! ve/$ acc\nt balance 9 a =m ( di/ribution describ$ 9 section #dja7;a77#ch77;,b77iii74 7,b7 ,exception 7i7 ,9 g5]al ,?is p>agraph %all n apply ) respect to any p>ticipant ^: ve/$ acc\nt balance is #bjj1jjj or less at ! "t ( di/ribution4 7ii7 ,n treat$ z discrim9atory 9 favor ( highly comp5sat$ employees ,a plan %all n be treat$ z fail+ to meet ! requirem5ts ( section #dja7;a77#d7 solely by reason ( apply+ ! exception ( clause 7i7 to ! requirem5ts ( subp>agraph 7,a74 7#h7 ,automatic ,,ira arrangem5t 7,a7 ,9 g5]al ,= purposes ( ?is p>agraph1 ! t]m automatic ,,ira arrangem5t means1 ) respect to an employ] 7& tru/ee or issu] designat$ by ! employ]71 an arrangem5t facilitat$ by ! employ] :i* meets ! requirem5ts ( ?is p>agraph & ! eligibility1 contribution1 inve/m5t1 & fee requirem5ts ( p>agraphs 7#c71 7#d71 7#e71 & 7#f71 & "u :i* an employee-- 7i7 may elect-- 7,i7 to h ! employ] make payroll d$uction deposits on behalf ( ! individual z payroll d$uction contributions to an individual retirem5t acc\nt1 or 7,,ii7 to h su* paym5ts paid to ! employee directly 9 ca%1 7ii7 is treat$ z hav+ made ! election "u clause 7i77,i7 at ! level det]m9$ "u p>agraph 7#d77;,d7 until ! individual makes an affirmative election n to h su* contributions made 7or to h su* contributions made at a level specifi$ 9 ! affirmative election71 & 7iii7 may elect to modify ! mann] 9 :i* su* am\nts are inve/$ = su* plan ye>4 7,b7 ,adm9i/rative requirem5ts 7i7 ,paym5ts ,! requirem5ts ( ?is subp>agraph are met ) respect to any automatic ,,ira arrangem5t if ! employ] makes ! paym5ts elect$ or treat$ z elect$ "u subp>agraph 7,a77i7 on or be=e ! la/ day ( ! mon? foll[+ ! mon? 9 :i* ! comp5sation o!rwise w\ld h be5 payable to ! employee 9 ca%4 7ii7 ,notice ( election p]iod ,! requirem5ts ( ?is p>agraph %all be treat$ z met ) respect to any ye> if ! employ] notifies ea* employee eligible to p>ticipate1 )9 a reasonable p]iod ( "t be=e ! beg9n+ ( su* ye> 7&1 = ! fir/ ye> ! employee is s eligible1 a reasonable p]iod ( "t be=e ! fir/ day su* employee is s eligible71 (-- 7,i7 ! opportunity to elect to h contributions made1 or to be treat$ z s elect+1 "u clause 7i77,i71 or 7ii71 ( subp>agraph 7,a71 7,,ii7 ! opportunity to elect n to h payroll d$uction contributions made or to h su* contributions made at a diff]5t p]c5tage or 9 a diff]5t am\nt1 & 7,,iii7 ! opportunity "u subp>agraph 7,a77iii7 to modify ! mann] 9 :i* su* am\nts are inve/$ = su* ye>4 ,! employ] %all provide su* notice 9 pap] =m or1 if ! employee s elects1 9 electronic =m4 7,c7 ,limits on contributions ,an employ] %all n be treat$ z fail+ to satisfy ! requirem5ts ( ?is section or any o!r provision ( ?is title m]ely because-- 7i7 aggregate payroll d$uction contributions by or on behalf ( an individual to individual retirem5t acc\nts ( ! individual exce$ ! d$uctible am\nt 9 effect "u section #bai7;b77#e7 7det]m9$ )\t reg>d to subp>agraph 7,b7 !re(7 = any taxable ye> 9 :i* any payroll d$uction contributions by ! employ] "u an automatic ,,ira arrangem5t are made1 or 7ii7 ! employ] *ooses to limit ! payroll d$uction contributions "u ?is subsection on behalf ( an employee = any cal5d> ye> 9 a mann] reasonably design$ to avoid exce$+ su* d$uctible am\nt4 7,d7 ,default treatm5t z ,ro? ,,ira ,an employee on ^: behalf payroll d$uction contributions are made to an individual retirem5t acc\nt "u subp>agraph 7,a7 may elect1 at su* "t & 9 su* mann] & =m z ! ,secret>y may prescribe1 :e!r to treat ! individual retirem5t acc\nt z designat$ z a ,ro? ,,ira4 ,if no su* election is made1 ! acc\nt %all be treat$ z s designat$4 7,e7 ,deposits to individual retirem5t acc\nts ( a designat$ tru/ee or issu] 7i7 ,9 g5]al ,an employ] %all n be treat$ z fail+ to satisfy ! requirem5ts ( ?is section1 or any o!r provision ( ?is title1 m]ely because ! employ] makes all payroll d$uction contributions on behalf ( all employees 7or all employees :o d n specify an individual retirem5t acc\nt1 tru/ee1 or issu] to receive ! contributions7 to individual retirem5t acc\nts specifi$ 9 clause 7ii74 7ii7 ,individual retirem5t acc\nts o!r ?an ^? select$ by employee ,an employ] may elect to h payroll d$uction contributions = all employees p>ticipat+ 9 an automatic ,,ira arrangem5t made to individual retirem5t acc\nts ( a tru/ee or issu] "u ! arrangem5t t has be5 designat$ by ! employ]1 b only if ! provid] ( su* acc\nts1 & ! inve/m5ts !re91 are id5tifi$ on ! website e/abli%$ "u subp>agraph 7,f77iii74 ,! prec$+ s5t5ce %all n apply unless ea* p>ticipant is notifi$ 9 writ+ t ! p>ticipant's balance may be transf]r$ )\t co/ or p5alty to ano!r individual retirem5t acc\nt e/abli%$ by or on behalf ( ! p>ticipant4 ,su* notice %all be 9 pap] =m or1 if ! employee s elects1 electronic =m4 7iii7 ,employ]s may p]mit employee to *oose ,,ira ,if ! employ] s elects1 ! arrangem5t may provide = an employee election to h payroll d$uction contributions made to any individual retirem5t acc\nt specifi$ by ! employee4 7iv7 ,regulations ,! ,secret>y may issue su* regulations z are necess>y to c>ry out ! purposes ( ?is subp>agraph1 includ+ e/abli%m5t ( proc$ures to assi/ employ]s 9 connect+ ) c]tifi$ & available provid]s ( individual retirem5t acc\nts & to communicate to individuals ! importance ( inve/m5t div]sification4 7,f7 ,model notice1 etc ,! ,secret>y %all-- 7i7 provide a model notice1 writt5 9 a mann] calculat$ to be und]/&able to ! av]age work]1 t is simple = employ]s to use-- 7,i7 to notify employees ( ! requirem5t "u ?is section = ! employ] to provide c]ta9 employees ) ! opportunity to p>ticipate 9 an automatic ,,ira arrangem5t1 & 7,,ii7 to satisfy ! requirem5ts ( subp>agraph 7,b77ii71 7ii7 provide model =ms = enrollm5t1 includ+ automatic enrollm5t1 9 an automatic ,,ira arrangem5t1 7iii7 e/abli% a website or o!r electronic means t small employ]s & individuals c access & use to obta9 in=mation on automatic ,,ira arrangem5ts 7includ+ cle>1 /&>diz$1 easy-to-comp>e in=mation on fees & exp5ses & inve/m5t returns 9 a =mat prescrib$ by ! ,secret>y7 & to obta9 notices & =ms1 & 7iv7 e/abli% a process-- 7,i7 = ! provid] ( an automatic ,,ira arrangem5t to demon/rate to ! ,secret>y t ! arrangem5t is describ$ 9 ?is p>agraph & meets ! requirem5ts specifi$ 9 p>agraph 7#a77;,b71 & 7,,ii7 to c]tify any arrangem5t t ! ,secret>y det]m9es s demon/rates1 to regul>ly monitor compliance & update su* det]m9ations & c]tifications1 & to li/ all arrangem5ts s c]tifi$ on ! website describ$ 9 clause 7iii7 z appropriate = use by employ]s & p>ticipants4 ,! in=mation ref]r$ to 9 clause 7iii7 %all be provid$ 9 a mann] design$ to assi/ employ]s & provid]s by facilitat+ ! id5tification by employ]s ( private-sector provid]s ( individual retirem5t acc\nts1 includ+ ! provid]'s inve/m5t options1 t are appropriate = use 9 automatic ,,ira arrangem5ts4 7,g7 ,safe h>bor = c]ta9 ,/ate-provid$ arrangem5ts ,an arrangem5t facilitat$ by an employ] %all n fail to be treat$ z an automatic ,,ira arrangem5t m]ely because su* arrangem5t is provid$ or o!rwise (f]$1 9 :ole or 9 "p1 by a ,/ate4 7,h7 ,individual retirem5t acc\nt ,= purposes ( ?is p>agraph1 ! t]m individual retirem5t acc\nt %all h ! mean+ giv5 su* t]m by section #djh7;a71 except t su* t]m %all include individual retirem5t annuities 7z def9$ 9 section #djh7;b774 4 7#b7 ,o!r rules applicable to automatic ,,ira arrangem5ts 7,a7 ,p5alty = failure to timely remit contributions to automatic ,,ira arrangem5ts ,section #dige7;c7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,special rule = automatic ,,ira arrangem5ts ,= purposes ( p>agraph 7#a71 if an employ] is requir$ "u an automatic ,,ira arrangem5t 7z def9$ 9 section #dad7;aa77#a77;,b77 to deposit am\nts )held f an employee's comp5sation into an individual retirem5t acc\nt 7)9 ! mean+ ( section #dad7;aa77#h77;,h77 b fails to d s )9 ! "t prescrib$ "u section #dad7;aa77#h77;,b77i71 su* am\nts %all be treat$ z assets ( ! individual retirem5t acc\nt4 4 7,b7 ,waiv] ( e>ly )drawal p5alty = c]ta9 di/ributions foll[+ initial election to p>ticipate 9 automatic ,,ira arrangem5t ,section #gb7t7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#aa7 ,di/ribution foll[+ initial election to p>ticipate 9 automatic ,,ira arrangem5t ,p>agraph 7#a7 %all n apply 9 ! case ( a di/ribution-- 7,a7 to an individual f an individual retirem5t acc\nt 7)9 ! mean+ ( section #dad7;aa77#h77;,h77 t is "p ( an automatic ,,ira arrangem5t 7z def9$ 9 section #dad7;aa77#h77;,a771 & 7,b7 made n lat] ?an #ij days aft] ! initial election "u section #dad7;aa77#h77;,a77ii74 4 7,c7 ,automatic ,,ira ,advisory ,gr\p 7i7 ,9 g5]al ,n lat] ?an #ij days aft] ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y ( ! ,treasury %all e/abli% an ,automatic ,,ira ,advisory ,gr\p 7h]e9aft] 9 ?is subp>agraph ref]r$ to z ! ,advisory ,gr\p74 ,! purpose ( ! ,advisory ,gr\p %all be to make recomm5dations1 advise1 & assi/ 9 ! ,secret>y's implem5tation & adm9i/ration ( p>agraphs 7#e71 7#f71 & 7#h7 ( section #dad7;aa7 ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to automatic ,,ira arrangem5ts 9 ! be/ f9ancial int]e/ ( sav]s1 includ+-- 7,i7 ! proc$ures & crit]ia = ! p]iodic c]tification1 website li/+1 & monitor+ ( inve/m5t options t meet ! requirem5ts ( ^? p>agraphs1 7,,ii7 us]-fri5dly disclosure reg>d+ inve/m5t returns1 t]ms1 fees1 & exp5ses to facilitate comp>ison1 7,,iii7 ! use ( l[-co/ inve/m5t options1 7,,iv7 ! appropriate use ( electronic & pap] me?ods to provide notice & disclosure1 7,v7 any possible le>n+s or effici5cies bas$ on ! ,secret>y's proc$ures & exp]i5ce 9 approv+ nonbank individual retirem5t acc\nt tru/ees1 & 7,,vi7 su* o!r relat$ matt]s z may be det]m9$ by ! ,secret>y4 7ii7 ,memb]%ip ,! ,advisory ,gr\p %all consi/ ( n m ?an #ae memb]s & %all be compos$ (-- 7,i7 su* individuals z ! ,secret>y may consid] appropriate to provide exp]tise reg>d+ ! f9ancial ne$s & *all5ges ( l[]- & middle-income h\seholds1 7,,ii7 at lea/ "o individual :o is an exp]t 9 retirem5t-relat$ consum] protections or :o repres5ts ! g5]al public1 & 7,,iii7 at lea/ "o repres5tative ( ! ,dep>tm5t ( ! ,treasury4 7iii7 ,comp5sation ,! memb]s ( ! ,advisory ,gr\p %all s]ve )\t comp5sation4 7iv7 ,adm9i/rative support ,! ,dep>tm5t ( ! ,treasury %all provide appropriate adm9i/rative support to ! ,advisory ,gr\p1 includ+ te*nical assi/ance4 ,! ,advisory ,gr\p may use ! s]vices & facilities ( su* ,dep>tm5t1 ) or )\t reimbursem5t1 z det]m9$ by su* ,dep>tm5t4 7v7 ,report by ,advisory ,gr\p ,n lat] ?an #a ye> aft] ! date ( ! enactm5t ( ?is ,act1 ! ,advisory ,gr\p %all submit to ! ,secret>y ( ! ,treasury a report conta9+ its recomm5dations4 ,! ,secret>y may reque/ t ! ,advisory ,gr\p submit subsequ5t reports4 7b7 ,excise tax = failure to ma9ta9 or facilitate automatic contribution plans or arrangem5ts 7#a7 ,9 g5]al ,*apt] #dc is am5d$ by add+ at ! end ! foll[+ new section3 #dihj;,j4 ,failure to ma9ta9 or facilitate automatic contribution plans or arrangem5ts 7a7 ,g5]al rule 7#a7 ,9 g5]al ,!re is h]eby impos$ a tax on ! failure ( an employ] to ma9ta9 or facilitate an automatic contribution plan or arrangem5t4 7#b7 ,exceptions 7,a7 ,p>agraph 7#a7 %all n apply to an employ] to ! ext5t su* employ] p>ticipates 9 an arrangem5t "u a qualifi$ ,/ate law4 7,b7 ,p>agraph 7#a7 %all n apply to an employ] ) respect to any employee :o is eligible to p>ticipate 9 a diff]5t automatic contribution plan or arrangem5t ?an "o or m o!r employees ( ! employ]4 7b7 ,am\nt ( tax 7#a7 ,9 g5]al ,! am\nt ( ! tax impos$ by subsection 7a7 on any failure ) respect to an employee %all be #aj = ea* day 9 ! noncompliance p]iod ) respect to su* failure4 7#b7 ,noncompliance p]iod ,= purposes ( ?is section1 ! t]m noncompliance p]iod means1 ) respect to any failure1 ! p]iod-- 7,a7 beg9n+ on ! date su* failure fir/ occurs1 & 7,b7 end+ on ! e>li] (-- 7i7 ! date su* failure is correct$1 or 7ii7 ) respect to any employ]1 ! date t is #c mon?s aft] ! la/ date on :i* ! employee is requir$ to be eligible to p>ticipate 9 an automatic contribution plan or arrangem5t ma9ta9$ or facilitat$ by su* employ]4 7#c7 ,adju/m5t = inflation 7,a7 ,9 g5]al ,9 ! case ( any failure relat+ to ma9ta9+ or facilitat+ a plan or arrangem5t 9 a cal5d> ye> beg9n+ aft] #bjbc1 ! #aj am\nt "u p>agraph 7#a7 %all be increas$ by an am\nt equal to su* doll> am\nt multipli$ by ! co/-(-liv+ adju/m5t det]m9$ "u section #a7;f77#c7 = ! cal5d> ye> det]m9$ by sub/itut+ cal5d> ye> #bjbb = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 7,b7 ,r\nd+ ,if any am\nt adju/$ "u subp>agraph 7,a7 is n a :ole doll> am\nt1 su* am\nt %all be r\nd$ to ! ne>e/ :ole doll> am\nt4 7c7 ,limitations on am\nt ( tax 7#a7 ,tax n to apply :]e failure n discov]$ ex]cis+ reasonable dilig5ce ,no tax %all be impos$ by subsection 7a7 on any failure dur+ any p]iod = :i* x is e/abli%$ to ! satisfaction ( ! ,secret>y t none ( ! p]sons ref]r$ to 9 subsection 7e7 knew1 nor ex]cis+ reasonable dilig5ce w\ld h kn[n1 t su* failure exi/$4 7#b7 ,tax n to apply to failures correct$ )9 #i mon?s ,no tax %all be impos$ by subsection 7a7 on any failure if-- 7,a7 su* failure 0 due to reasonable cause & n to willful neglect1 & 7,b7 su* failure is correct$ dur+ ! #i-mon? p]iod beg9n+ on ! fir/ date any ( ! p]sons ref]r$ to 9 subsection 7e7 knew t su* failure exi/$1 or ex]cis+ reasonable dilig5ce w\ld h kn[n4 7#c7 ,ov]all limitation = un9t5tional failures ,9 ! case ( failures :i* are due to reasonable cause & n to willful neglect-- 7,a7 ,g5]al rule ,! tax impos$ by subsection 7a7 = failures dur+ ! taxable ye> ( ! employ] %all n exce$ #ejj1jjj4 7,b7 ,taxable ye>s 9 ! case ( c]ta9 controll$ gr\ps ,= purposes ( ?is subp>agraph1 if n all p]sons :o are treat$ z a s+le employ] = purposes ( ?is section h ! same taxable ye>1 ! taxable ye>s tak5 into acc\nt %all be det]m9$ "u pr9ciples simil> to ! pr9ciples ( section #aefa4 7#d7 ,waiv] by ,secret>y ,9 ! case ( a failure :i* is due to reasonable cause & n to willful neglect1 ! ,secret>y may waive "p or all ( ! tax impos$ by subsection 7a7 to ! ext5t t ! paym5t ( su* tax w\ld be excessive relative to ! failure involv$4 7d7 ,tax n to apply 9 c]ta9 cases ,?is section %all n apply 9 ! case (-- 7#a7 any employ] ) respect to a plan or arrangem5t t1 dur+ ! prior cal5d> ye>1 0 ma9ta9$ or facilitat$ only by employ]s ea* ( :i* _h no m ?an #e employees receiv+ at lea/ #e1jjj ( comp5sation f ! employ] = su* ye>1 7#b7 any employ] ) respect to a gov]nm5tal plan 7)9 ! mean+ ( section #dad7;d771 7#c7 any employ] ) respect to a *ur* plan 7)9 ! mean+ ( section #dad7;e771 or 7#d7 any employ] t has be5 9 exi/5ce = few] ?an #b ye>s1 tak+ into acc\nt all pr$ecessor employ]s4 7e7 ,liability = tax ,! employ] %all be liable = ! tax impos$ by subsection 7a7 on a failure4 ,all employ]s1 det]m9$ )\t reg>d to subsection 7f77#b71 %all be jo9tly & sev]ally liable = ! liability ( any o!r employ] ) :i* !y are aggregat$ "u subsection 7f77#b74 7f7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,automatic contribution plan or arrangem5t ,! t]m automatic contribution plan or arrangem5t has ! mean+ giv5 su* t]m "u section #dad7;aa71 & 7#b7 ,employ] ,! t]m employ] includes all employ]s treat$ z a s+le employ] "u subsection 7b71 7c71 7m71 or 7o7 ( section #dad4 7#c7 ,qualifi$ ,/ate law ,! t]m qualifi$ ,/ate law means a ,/ate law 7z x may be am5d$ f "t to "t7 t-- 7,a7 0 enact$ be=e ! date ( ! enactm5t ( ! ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 & 7,b7 7i7 requires c]ta9 employ]s to facilitate an automatic ,,ira arrangem5t pursuant to a payroll d$uction sav+s program ( ! ,/ate1 or 7ii7 all[s c]ta9 employ]s to contribute to1 or p>ticipate 91 a plan describ$ 9 section #dac7;c7 ( su* ,code e/abli%$ & ma9ta9$ by ! ,/ate4 4 7#b7 ,cl]ical am5dm5t ,! table ( sections = *apt] #dc is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #dihj;,j4 ,failure to ma9ta9 or facilitate automatic contribution plans or arrangem5ts4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to plan ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 #acaajb4 ,def]ral-only arrangem5ts 7a7 ,9 g5]al ,section #dja7k7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#af7 ,def]ral-only arrangem5t 7,a7 ,9 g5]al ,a def]ral-only arrangem5t %all be treat$ z meet+ ! requirem5ts ( p>agraph 7#c77;,a77ii74 7,b7 ,def]ral-only arrangem5t ,= purposes ( ?is p>agraph1 ! t]m def]ral-only arrangem5t means any ca% or def]r$ arrangem5t :i* meets-- 7i7 ! automatic def]ral requirem5ts ( subp>agraph 7,c71 7ii7 ! elective contribution requirem5t ( subp>agraph 7,d71 & 7iii7 ! requirem5ts ( subp>agraph 7,e7 ( p>agraph 7#ac74 7,c7 ,automatic def]ral 7i7 ,9 g5]al ,! requirem5ts ( ?is subp>agraph %all be treat$ z met if1 "u ! arrangem5t1 ea* employee eligible to p>ticipate 9 ! arrangem5t is treat$ z hav+ elect$ to h ! employ] make elective contributions 9 an am\nt equal to ! qualifi$ p]c5tage ( comp5sation4 7ii7 ,election out ,! election treat$ z hav+ be5 made "u clause 7i7 %all cease to apply ) respect to any employee if su* employee makes an affirmative election-- 7,i7 to n h su* contributions made1 or 7,,ii7 to make elective contributions at a level specifi$ 9 su* affirmative election4 7iii7 ,qualifi$ p]c5tage ,= purposes ( ?is subp>agraph1 ) respect to any employee1 ! t]m qualifi$ p]c5tage means1 9 lieu ( ! mean+ giv5 su* t]m 9 p>agraph 7#ac77;,c77iii71 any p]c5tage det]m9$ "u ! arrangem5t if su* p]c5tage is appli$ uni=mly1 does n exce$ #ae p]c5t 7#aj p]c5t dur+ ! p]iod describ$ 9 subclause 7,i77 & is at lea/-- 7,i7 #f p]c5t dur+ ! p]iod end+ on ! la/ day ( ! fir/ plan ye> :i* beg9s aft] ! date on :i* ! fir/ elective contribution describ$ 9 clause 7i7 is made ) respect to su* employee1 7,,ii7 #g p]c5t dur+ ! fir/ plan ye> foll[+ ! plan ye> describ$ 9 subclause 7,i71 7,,iii7 #h p]c5t dur+ ! fir/ plan ye> foll[+ ! plan ye> describ$ 9 subclause 7,,ii71 7,,iv7 #i p]c5t dur+ ! fir/ plan ye> foll[+ ! plan ye> describ$ 9 subclause 7,,iii71 & 7,v7 #aj p]c5t dur+ any subsequ5t plan ye>4 7,d7 ,elective contributions 7i7 ,9 g5]al ,! requirem5ts ( ?is subp>agraph are met if "u ! plan conta9+ ! arrangem5t-- 7,i7 ! only contributions :i* may be made are elective contributions ( employees :o are eligible to p>ticipate 9 ! arrangem5t1 & 7,,ii7 ! aggregate am\nt ( su* elective contributions :i* may be made ) respect to any employee = any cal5d> ye> %all n exce$ ! am\nt 9 effect = ! taxable ye> "u section #bai7;b77#e7 7det]m9$ )\t reg>d to subp>agraph 7,b7 !re(74 7ii7 ,cross ref]5ce ,= cat*-up contributions = individuals age #ej or ov]1 see section #dad7v74 4 7b7 ,cat*-up contributions = individuals age #ej & ov] 7#a7 ,section #dad7v77#b77;,b77i7 is am5d$ by ins]t+ 1 #dja7k77#af71 aft] #dja7k77#aa74 7#b7 ,section #dad7v77#b77;,b7 is am5d$ by add+ at ! end !re( ! foll[+ clause3 7iii7 ,9 ! case ( an applicable employ] plan describ$ 9 section #dja7k77#af71 ! applicable doll> am\nt is #a1jjj4 4 7#c7 ,section #dad7v77#b77;,c7 is am5d$-- 7,a7 by /rik+ 7,b77i7 & & ins]t+ 7,b77i71 & by ins]t+ aft] subp>agraph 7,b77ii7 ! foll[+3 1 & ! #a1jjj am\nt describ$ 9 subp>agraph 7,b77iii71 7,b7 ins]t+ aft] #bjje ! foll[+3 7! cal5d> qu>t] beg9n+ ,july #a1 #bjbj1 9 ! case ( ! #a1jjj am\nt describ$ 9 subp>agraph 7,b77iii771 & 7,c7 by ins]t+ be=e ! p]iod at ! end ! foll[+ 7#ajj 9 ! case ( an increase 9 ! am\nt describ$ 9 subp>agraph 7,b77iii7 :i* is n a multiple ( #ajj74 7c7 ,plans n treat$ z top-heavy plans ,section #daf7;g77#d77;,h77i7 is am5d$ by /rik+ or #dja7k77#ac7 & ins]t+ #dja7k77#ac71 or #dja7k77#af74 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to plan ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 #acaajc4 ,increase 9 cr$it limitation = small employ] p5sion plan />tup co/s includ+ = automatic contribution plan or arrangem5t 7a7 ,ye>s = :i* cr$it is all[$ ,section #de;,e7b77#a7 is am5d$ by /rik+ #b taxable ye>s & ins]t+ #d taxable ye>s4 7b7 ,special rule = employ]s ) #be or few] employees ,section #de;,e7a7 is am5d$ by ins]t+ be=e ! p]iod at ! end ! foll[+3 7#ajj p]c5t ( su* co/s 9 ! case ( an eligible employ] ) #be or few] employees1 z det]m9$ by sub/itut+ #be = #ajj 9 section #djh7p77#b77;,c77i774 7c7 ,cr$it n to apply to c]ta9 plans or arrangem5ts 7#a7 ,no cr$it ) respect to def]ral-only arrangem5ts ,section #de;,e7d77#b7 is am5d$ by ins]t+ 7o!r ?an a def]ral-only arrangem5t 7z def9$ 9 section #dja7k77#af77;,b77 be=e ! p]iod at ! end4 7#b7 ,t]m9ation ) respect to plans o!r ?an automatic contribution plans or arrangem5ts ,section #de;,e is am5d$ by add+ at ! end ! foll[+ new subsection3 7f7 ,cr$it t]m9at$ = non-automatic contribution plans or arrangem5ts aft] #bjbb ,9 ! case ( taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb1 no cr$it %all be all[$ "u ?is section = am\nts paid or incurr$ ) respect to an eligible employ] plan t is n an automatic contribution plan or arrangem5t 7z def9$ 9 section #dad7;aa774 4 7d7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acaajd4 ,cr$it = c]ta9 small employ] automatic retirem5t arrangem5ts 7a7 ,9 g5]al ,subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new section3 #de,u4 ,cr$it = c]ta9 small employ] automatic retirem5t arrangem5ts 7a7 ,g5]al rule ,= purposes ( section #ch1 9 ! case ( an eligible employ]1 ! small employ] automatic retirem5t arrangem5t cr$it det]m9$ "u ?is section = any taxable ye> 9 ! cr$it p]iod is #ejj4 7b7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,eligible employ] ,! t]m eligible employ] means1 ) respect to ! cal5d> ye> 9 :i* ! taxable ye> beg9s1 an employ] :i*-- 7,a7 7i7 p>ticipates 9 an automatic ,,ira arrangem5t 7z def9$ 9 section #dad7;aa77#h771 or an arrangem5t describ$ 9 #dihj;,j7a77#b77;,a71 or 7ii7 ma9ta9s a def]ral-only arrangem5t 7z def9$ 9 section #dja7k77#af771 7,b7 is describ$ 9 #djh7p77#b77;,c77i71 & 7,c7 did n ma9ta9 an eligible employ] plan dur+ ! portion ( ! cal5d> ye> prec$+ ! comm5cem5t ( su* arrangem5t1 or adoption ( su* def]ral-only arrangem5t1 & ! #b prec$+ cal5d> ye>s4 7#b7 ,cr$it p]iod ,! t]m cr$it p]iod means ! fir/ #d cal5d> ye>s beg9n+ aft] ! date ( ! enactm5t ( ?is section 9 :i* ! eligible employ] p>ticipates 9 ! arrangem5t or ma9ta9s ! def]ral-only arrangem5t4 7#c7 ,eligible employ] plan ,! t]m eligible employ] plan means a qualifi$ employ] plan )9 ! mean+ ( section #digb7;d74 7c7 ,o!r rules ,= purposes ( ?is section1 ! rules ( section #de;,e7e7 %all apply4 4 7b7 ,cr$it all[$ z "p ( g5]al bus9ess cr$it ,section #ch7;b7 ( is am5d$ by /rik+ plus at ! end ( p>agraph 7#cb71 by /rik+ ! p]iod at ! end ( p>agraph 7#cc7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#cd7 ! small employ] automatic retirem5t arrangem5t cr$it det]m9$ "u section #de,u7a74 4 7c7 ,cl]ical am5dm5t ,! table ( sections = subp>t ,d ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #de,u4 ,cr$it = c]ta9 small employ] automatic retirem5t arrangem5ts4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #b ,sav]'s ,mat* #acabja4 ,mat*+ paym5ts = elective def]ral & ,,ira contributions by c]ta9 individuals 7a7 ,9 g5]al ,sub*apt] ,b ( *apt] #fe is am5d$ by add+ at ! end ! foll[+ new section3 #fdcc4 ,mat*+ paym5ts = elective def]ral & ,,ira contributions by c]ta9 individuals 7a7 ,9 g5]al 7#a7 ,all[ance ( cr$it ,any eligible individual :o makes qualifi$ retirem5t sav+s contributions = ! taxable ye> %all be all[$ a cr$it = su* taxable ye> 9 an am\nt equal to ! applicable p]c5tage ( s mu* ( ! qualifi$ retirem5t sav+s contributions made by su* eligible individual = ! taxable ye> z does n exce$ #a1jjj4 7#b7 ,paym5t ( cr$it ,! cr$it "u ?is section %all be-- 7,a7 treat$ z all[$ by subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a1 & 7,b7 paid by ! ,secret>y z a contribution 7z soon z practicable aft] ! eligible individual has fil$ a tax return mak+ a claim = su* cr$it = ! taxable ye>7 to ! applicable retirem5t sav+s vehicle ( an eligible individual4 7b7 ,applicable p]c5tage ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 ! applicable p]c5tage is #ej p]c5t4 7#b7 ,phase\t ,! p]c5tage "u p>agraph 7#a7 %all be r$uc$ 7b n bel[ z]o7 by ! numb] ( p]c5tage po9ts :i* be>s ! same ratio to #ej p]c5tage po9ts z-- 7,a7 ! excess (-- 7i7 ! taxpay]'s modifi$ adju/$ gross income = su* taxable ye>1 ov] 7ii7 ! applicable doll> am\nt1 be>s to 7,b7 ! phase\t range4 ,if any r$uction det]m9$ "u ?is p>agraph is n a :ole p]c5tage po9t1 su* r$uction %all be r\nd$ to ! next l[e/ :ole p]c5tage po9t4 7#c7 ,applicable doll> am\nt2 phase\t range 7,a7 ,jo9t returns ,except z provid$ 9 subp>agraph 7,b7-- 7i7 ! applicable doll> am\nt is #ej1jjj1 & 7ii7 ! phase\t range is #bj1jjj4 7,b7 ,o!r returns ,9 ! case (-- 7i7 a head ( a h\sehold 7z def9$ 9 section #b7;b771 ! applicable doll> am\nt & ! phase\t range %all be #c_/d ( ! am\nts applicable "u subp>agraph 7,a7 7z adju/$ "u subsection 7h771 & 7ii7 any taxpay] :o is n fil+ a jo9t return & :o is n a head ( a h\sehold 7z s def9$71 ! applicable doll> am\nt & ! phase\t range %all be ( ! am\nts applicable "u subp>agraph 7,a7 7z s adju/$74 7#d7 ,exception2 m9imum cr$it ,9 ! case ( an eligible individual ) respect to :om 7)\t reg>d to ?is p>agraph7 ! cr$it det]m9$ "u subsection 7a77#a7 is great] ?an z]o b less ?an #ajj1 ! cr$it all[$ "u ?is section %all be #ajj4 7c7 ,eligible individual ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m eligible individual means any individual if su* individual has atta9$ ! age ( #ah z ( ! close ( ! taxable ye>4 7#b7 ,dep5d5ts & full-"t /ud5ts n eligible ,! t]m eligible individual %all n include-- 7,a7 any individual ) respect to :om a d$uction "u section #aea is all[$ to ano!r taxpay] = a taxable ye> beg9n+ 9 ! cal5d> ye> 9 :i* su* individual's taxable ye> beg9s1 & 7,b7 any individual :o is a /ud5t 7z def9$ 9 section #aeb7;f77#b774 7d7 ,qualifi$ retirem5t sav+s contributions ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ retirem5t sav+s contributions means1 ) respect to any taxable ye>1 ! sum (-- 7,a7 ! am\nt ( ! qualifi$ retirem5t contributions 7z def9$ 9 section #bai7;e77 made by ! eligible individual1 7,b7 ! am\nt (-- 7i7 any elective def]rals 7z def9$ 9 section #djb7;g77#c77 ( su* individual1 & 7ii7 any elective def]ral ( comp5sation by su* individual "u an eligible def]r$ comp5sation plan 7z def9$ 9 section #deg7;b77 ( an eligible employ] describ$ 9 section #deg7;e77#a77;,a71 7,c7 ! am\nt ( volunt>y employee contributions by su* individual to any qualifi$ retirem5t plan 7z def9$ 9 section #digd7;c771 & 7,d7 ! am\nt ( contributions made by su* individual to ! ,,able acc\nt 7)9 ! mean+ ( section #ebi;,a7 ( :i* su* individual is ! designat$ b5efici>y4 ,su* t]m %all n include any am\nt attributable to a paym5t "u subsection 7a77#b74 7#b7 ,r$uction = c]ta9 di/ributions 7,a7 ,9 g5]al ,! qualifi$ retirem5t sav+s contributions det]m9$ "u p>agraph 7#a7 = a taxable ye> %all be r$uc$ 7b n bel[ z]o7 by ! aggregate di/ributions receiv$ by ! individual dur+ ! te/+ p]iod f any entity ( a type to :i* contributions "u p>agraph 7#a7 may be made4 7,b7 ,te/+ p]iod ,= purposes ( subp>agraph 7,a71 ! te/+ p]iod1 ) respect to a taxable ye>1 is ! p]iod :i* includes-- 7i7 su* taxable ye>1 7ii7 ! #b prec$+ taxable ye>s1 & 7iii7 ! p]iod aft] su* taxable ye> & be=e ! due date 7includ+ ext5sions7 = fil+ ! return ( tax = su* taxable ye>4 7,c7 ,except$ di/ributions ,!re %all n be tak5 into acc\nt "u subp>agraph 7,a7-- 7i7 any di/ribution ref]r$ to 9 section #gb7p71 #dja7k77#h71 #dja7m77#f71 #djb7;g77#b71 #djd7k71 or #djh7;d77#d71 7ii7 any di/ribution to :i* section #djh7;d77#c7 or #djh;,a7d77#c7 applies1 7iii7 any portion ( a di/ribution if su* portion is transf]r$ or paid 9 a rollov] contribution 7z def9$ 9 section #djb7;c71 #djc7;a77#d71 #djc7;b77#h71 #djh;,a7e71 or #deg7;e77#af77 to an acc\nt or plan to :i* qualifi$ retirem5t contributions c be made1 & 7iv7 ! am\nt ( di/ributions "u a qualifi$ ,,able program 7)9 ! mean+ ( section #ebi;,a7 t is equal to am\nts n includ$ 9 gross income ) respect to su* di/ributions "u section #ebi;,a7c77#a77;,b7 7relat+ to di/ributions = qualifi$ disability exp5ses74 7,d7 ,treatm5t ( di/ributions receiv$ by sp\se ( individual ,= purposes ( det]m9+ di/ributions receiv$ by an individual "u subp>agraph 7,a7 = any taxable ye>1 any di/ribution receiv$ by ! sp\se ( su* individual %all be treat$ z receiv$ by su* individual if su* individual & sp\se file a jo9t return = su* taxable ye> & = ! taxable ye> dur+ :i* ! sp\se receives ! di/ribution4 7e7 ,applicable retirem5t sav+s vehicle 7#a7 ,9 g5]al ,! t]m applicable retirem5t sav+s vehicle means an acc\nt or plan elect$ by ! eligible individual "u p>agraph 7#b74 7#b7 ,election ,any su* election to h contribut$ ! am\nt det]m9$ "u subsection 7a7 %all be to an acc\nt or plan :i*-- 7,a7 is a ,ro? ,,ira or a designat$ ,ro? acc\nt 7)9 ! mean+ ( section #djb;,a7 ( an applicable retirem5t plan 7z def9$ 9 section #djb;,a7e77#a771 7,b7 is = ! b5efit ( ! eligible individual1 7,c7 accepts contributions made "u ?is section1 & 7,d7 is designat$ by su* individual 79 su* =m & mann] z ! ,secret>y may provide74 7f7 ,o!r def9itions & special rules 7#a7 ,modifi$ adju/$ gross income ,= purposes ( ?is section1 ! t]m modifi$ adju/$ gross income means adju/$ gross income-- 7,a7 det]m9$ )\t reg>d to sections #iaa1 #ica1 & #icc1 & 7,b7 det]m9$ )\t reg>d to any exclusion or d$uction all[$ = any qualifi$ retirem5t sav+s contribution made dur+ ! taxable ye>4 7#b7 ,treatm5t ( contributions ,9 ! case ( any contribution "u subsection 7a77#b7-- 7,a7 except z o!rwise provid$ 9 ?is section or by ! ,secret>y "u regulations1 su* contribution %all be treat$ z-- 7i7 an elective def]ral made by ! individual :i* is a designat$ ,ro? contribution1 if contribut$ to an applicable retirem5t plan1 or 7ii7 z a ,ro? ,,ira contribution made by su* individual1 if contribut$ to a ,ro? ,,ira1 & 7,b7 su* contribution %all n be tak5 into acc\nt ) respect to any applicable limitation "u sections #djb7;g77#a71 #djc7;b71 #djh7;a77#a71 #djh7;b77#b77;,b71 #djh;,a7c77#b71 #dad7v77#b71 #dae7;c71 or #deg7;b77#b71 & %all be disreg>d$ = purposes ( sections #dja7;a77#d71 #dja7k77#c71 #dja7k77#aa77;,b77i77,,iii71 & #daf4 7#c7 ,treatm5t ( qualifi$ plans1 etc ,a plan or arrangem5t to :i* a contribution is made "u ?is section %all n be treat$ z violat+ any requirem5t "u section #dja1 #djc1 #djh;,a1 or #deg solely by reason ( accept+ su* contribution4 7#d7 ,errone\s cr$its 7,a7 ,9 g5]al ,if any contribution is errone\sly paid "u subsection 7a77#b71 includ+ a paym5t t is n made to an applicable retirem5t sav+s vehicle1 ! am\nt ( su* errone\s paym5t %all be treat$ z an und]paym5t ( tax 7o!r ?an = purposes ( "p ,,ii ( sub*apt] ,a ( *apt] #fh7 = ! taxable ye> 9 :i* ! ,secret>y det]m9es ! paym5t is errone\s4 7,b7 ,di/ribution ( errone\s cr$its ,9 ! case ( a contribution to :i* subp>agraph 7,a7 applies-- 7i7 section #gb %all n apply to ! di/ribution ( su* contribution 7& any income attributable !reto7 if su* di/ribution is receiv$ n lat] ?an ! day prescrib$ by law 7includ+ ext5sions ( "t7 = fil+ ! individual's return = su* taxable ye>1 & 7ii7 any plan or arrangem5t f :i* su* a di/ribution is made "u ?is subp>agraph %all n be treat$ z violat+ any requirem5t "u section #dja1 #djc1 #djh;,a1 or #deg solely by reason ( mak+ su* di/ribution4 7g7 ,provision by ,secret>y ( in=mation relat+ to contributions ,9 ! case ( an am\nt elect$ by an eligible individual to be contribut$ to an acc\nt or plan "u subsection 7e77#b71 ! ,secret>y %all provide guidance to ! cu/odian ( ! acc\nt or ! plan sponsor1 z ! case may be1 detail+ ! treatm5t ( su* contribution "u subsection 7f77#b7 & ! report+ requirem5ts ) respect to su* contribution "u section #acabja7;c77#b7 ( ! ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 7h7 ,inflation adju/m5ts 7#a7 ,9 g5]al ,9 ! case ( any taxable ye> beg9n+ 9 a cal5d> ye> aft] #bjbj1 ea* ( ! doll> am\nts 9 subsections 7a77#a7 & 7b77#c77;,a77i7 %all be increas$ by an am\nt equal to-- 7,a7 su* doll> am\nt1 multipli$ by 7,b7 ! 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> #bjai = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 7#b7 ,r\nd+ ,any increase det]m9$ "u p>agraph 7#a7 %all be r\nd$ to ! ne>e/ multiple (-- 7,a7 #ajj 9 ! case ( an adju/m5t ( ! am\nt 9 subsection 7a77#a71 & 7,b7 #a1jjj 9 ! case ( an adju/m5t ( ! am\nt 9 subsection 7b77#c77;,a77i74 4 7b7 ,treatm5t ( ,c]ta9 ,possessions 7#a7 ,paym5ts to possessions ) mirror code tax sy/ems ,! ,secret>y ( ! ,treasury %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 ( ! am5dm5ts made by ?is section4 ,su* am\nts %all be det]m9$ by ! ,secret>y ( ! ,treasury bas$ on in=mation provid$ by ! gov]nm5t ( ! respective possession4 7#b7 ,paym5ts to o!r possessions ,! ,secret>y ( ! ,treasury %all pay to ea* possession ( ! ,unit$ ,/ates :i* does n h a mirror code tax sy/em am\nts e/imat$ by ! ,secret>y ( ! ,treasury z be+ equal to ! aggregate b5efits 7if any7 t w\ld h be5 provid$ to resid5ts ( su* possession by reason ( ! am5dm5ts made by ?is section if a mirror code tax sy/em _h be5 9 effect 9 su* possession4 ,! prec$+ s5t5ce %all n apply unless ! respective possession has a plan1 :i* has be5 approv$ by ! ,secret>y ( ! ,treasury1 "u :i* su* possession w promptly di/ribute su* paym5ts to its resid5ts4 7#c7 ,coord9ation ) cr$it all[$ aga9/ ,unit$ ,/ates income taxes ,no cr$it %all be all[$ aga9/ ,unit$ ,/ates income taxes "u section #fdcc ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is section7 to any p]son-- 7,a7 to :om a cr$it is all[$ aga9/ taxes impos$ by ! possession by reason ( ! am5dm5ts made by ?is section1 or 7,b7 :o is eligible = a paym5t "u a plan describ$ 9 p>agraph 7#b74 7#d7 ,mirror code tax sy/em ,= purposes ( ?is subsection1 ! t]m mirror code tax sy/em means1 ) respect to any possession ( ! ,unit$ ,/ates1 ! income tax sy/em ( su* possession if ! income tax liability ( ! resid5ts ( su* possession "u su* sy/em is det]m9$ by ref]5ce to ! income tax laws ( ! ,unit$ ,/ates z if su* possession 7 ! ,unit$ ,/ates4 7#e7 ,treatm5t ( paym5ts ,= purposes ( section #acbd ( title #ca1 ,unit$ ,/ates ,code1 ! paym5ts "u ?is subsection %all be treat$ 9 ! same mann] z a refund due f a cr$it provision ref]r$ to 9 subsection 7b77#b7 ( su* section4 7c7 ,adm9i/rative provisions 7#a7 ,defici5cies ,section #fbaa7;b77#d7 is am5d$ by /rik+ & #gebg;,a & ins]t+ #gebg;,a1 & #fdcc4 7#b7 ,report+ ,! ,secret>y ( ! ,treasury %all-- 7,a7 am5d ,=m #eejj to require sep>ate report+ ( ! aggregate am\nt ( contributions receiv$ by ! plan dur+ ! ye> "u section #fdcc ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is section71 & 7,b7 am5d ,=m #edih to require simil> report+ ) respect to individual retirem5t acc\nts 7z def9$ 9 section #djh ( su* ,code7 & individual retirem5t annuities 7z def9$ 9 section #djh7;b7 ( su* ,code74 7d7 ,paym5t au?ority ,section #acbd7;b77#b7 ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by /rik+ or #gebg;,a & ins]t+ #gebg;,a1 or #fdcc4 7e7 ,con=m+ am5dm5ts 7#a7 ,section #be;,b is am5d$ by /rik+ subsections 7a7 ?r\gh 7f7 & ins]t+ ! foll[+3 ,= paym5t ( cr$it relat$ to qualifi$ retirem5t sav+s contributions1 see section #fdcc4 4 7#b7 ,! table ( sections = sub*apt] ,b ( *apt] #fe is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #fdcc4 ,mat*+ paym5ts = elective def]ral & ,,ira contributions by c]ta9 individuals4 4 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbd4 #acabjb4 ,deadl9e to fund ,,ira ) tax refund 7a7 ,9 g5]al ,section #bai7;f77#c7 is am5d$-- 7#a7 by /rik+ is made n lat] ?an & ins]t+ is made-- 7i7 n lat] ?an 1 7#b7 by /rik+ ! p]iod at ! end & ins]t+ 1 or1 & 7#c7 by add+ at ! end ! foll[+ new clause3 7ii7 by direct deposit by ! ,secret>y pursuant to an election on ! return = su* taxable ye> to contribute all or a portion ( any am\nt ow$ to ! taxpay] to an individual retirem5t acc\nt ( ! taxpay]1 b only if ! return is fil$ n lat] ?an ! date describ$ 9 clause 7i74 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 ,c ,*ild c>e access & equity #acbjja4 ,*ild c>e access ,"p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja-fai7 is am5d$ by ins]t+ aft] section #dah ! foll[+3 #dah;,a4 ,*ild c>e access 7a7 ,e/abli%+ ,/ate ,*ild ,c>e ,in=mation ,networks 7#a7 ,developm5t ,! ,secret>y %all conduct a /akehold] engagem5t process to make recomm5dations ab\t ! developm5t & implem5tation ( ! ,/ate ,*ild ,c>e ,in=mation ,networks to be op]at$ by ! ,/ates1 ,indian tribes1 & t]ritories4 ,! /akehold] engagem5t process may include p>5ts1 c5t]-bas$ *ild c>e provid]s1 home-bas$ *ild c>e provid]s1 *ild c>e policy exp]ts1 trade associations1 labor unions1 & o!r organizations repres5t+ *ild c>e provid]s4 7#b7 ,models ,! ,secret>y may use funds made available to ! ,secret>y = adm9i/rative purposes to e/abli% national te*nology models = ,/ate ,*ild ,c>e ,in=mation ,networks1 & guidance on developm5t & e/abli%m5t ( int]op]able data gov]nance sy/ems t address privacy & all[ = %>+ & /or+ data across in=mation sy/ems1 includ+ guidance on alignm5t ) ,/ate *ild c>e consum] education websites4 7#c7 ,data ex*ange /&>ds & int]op]ability 7,a7 ,designation & use ( data ex*ange /&>ds 7i7 ,designation ,! ,secret>y %all1 9 consultation ) an int]ag5cy "w gr\p e/abli%$ by ! ,(fice ( ,managem5t & ,budget & consid]+ ,/ate gov]nm5t p]spectives1 designate data ex*ange /&>ds = necess>y categories ( in=mation t ! ,*ild ,c>e ,in=mation ,network is requir$ to electronically ex*ange ) ano!r ag5cy "u applicable ,f$]al law4 7ii7 ,data ex*ange /&>ds mu/ be nonpropriet>y & int]op]able ,! data ex*ange /&>ds designat$ "u clause 7i7 %all1 to ! ext5t practicable1 be nonpropriet>y & int]op]able4 7iii7 ,o!r requirem5ts ,9 designat+ data ex*ange /&>ds "u ?is subp>agraph1 ! ,secret>y %all1 to ! ext5t practicable1 incorporate-- 7,i7 int]op]able /&>ds develop$ & ma9ta9$ by an int]national volunt>y cons5sus /&>ds body1 z def9$ by ! ,(fice ( ,managem5t & ,budget2 7,,ii7 int]op]able /&>ds develop$ & ma9ta9$ by int]gov]nm5tal p>tn]%ips1 su* z ! ,national ,in=mation ,ex*ange ,model2 & 7,,iii7 int]op]able /&>ds develop$ & ma9ta9$ by ,f$]al entities ) au?ority ov] contract+ & f9ancial assi/ance4 7,b7 ,data ex*ange /&>ds = f$]al report+ 7i7 ,designation ,! ,secret>y %all1 9 consultation ) an int]ag5cy "w gr\p e/abli%$ by ! ,(fice ( ,managem5t & ,budget1 & consid]+ ,/ate gov]nm5t p]spectives1 designate data ex*ange /&>ds to gov]n ,f$]al report+ & ex*ange requirem5ts "u applicable ,f$]al law4 7ii7 ,requirem5ts ,! data ex*ange report+ /&>ds requir$ by clause 7i7 %all1 to ! ext5t practicable-- 7,i7 incorporate a widely accept$1 nonpropriet>y1 se>*able1 comput]-readable =mat2 7,,ii7 be consi/5t ) & implem5t applicable acc\nt+ pr9ciples2 7,,iii7 be implem5t$ 9 a mann] t is co/-effective & improves program effici5cy & effectiv5ess2 & 7,,iv7 be capable ( be+ cont9ually upgrad$ z necess>y4 7iii7 ,incorporation ( nonpropriet>y /&>ds ,9 designat+ data ex*ange /&>ds "u ?is subp>agraph1 ! ,secret>y %all1 to ! ext5t practicable1 incorporate exi/+ nonpropriet>y /&>ds4 7iv7 ,rule ( int]pretation ,no?+ 9 ?is subp>agraph %all be con/ru$ to require a *ange to exi/+ data ex*ange /&>ds = ,f$]al report+ "u ?is section if ! ,secret>y f9ds ! /&>ds to be effective & effici5t4 7#d7 ,/ate requirem5ts ,a ,/ate meets ! requirem5ts ( ?is p>agraph ) respect to a qu>t] if-- 7,a7 dur+ ! qu>t]1 ! ,/ate has ma9ta9$ an up-to-date1 publicly available compilation ( *ild c>e provid]s :o are regi/]$1 lic5s$1 or regulat$ by ! ,/ate 79 ?is section ref]r$ to z ! ,/ate ,*ild ,c>e ,in=mation ,network71 t includes1 ) respect to ea* su* provid]-- 7i7 :]e ! provid] is locat$1 & a description ( any fees impos$ by ! provid] & ! s]vices (f]$ by ! provid]2 7ii7 :e!r ! provid] is provid+ *ild c>e s]vices t may be fund$ "u section #dah2 7iii7 ! h\rs ( op]ation ( ! provid]2 7iv7 :e!r ! provid] (f]s *ild c>e to ! g5]al public1 & if s1 :]e an application = *ild c>e s]vices f ! provid] may be obta9$1 or a direct l9k to su* an application2 7v7 ! total numb] ( *ildr51 by age gr\p1 = :om ! provid] is provid+ *ild c>e s]vices1 & h[ _m op5+s are available ) ! provid] by age gr\p2 7vi7 :e!r ! provid] has a wait+ li/ = *ild c>e s]vices1 & if s1 ! av]age l5g? ( "t p>5ts are on ! wait+ li/ be=e be+ (f]$ *ild c>e s]vices & h[ to jo9 ! li/2 7vii7 ! type ( *ild c>e 7su* z family *ild c>e or c5t]-bas$ c>e7 provid$1 diff]5tiat+ betwe5 lic5s$ & lic5se-exempt *ild c>e provid]s2 & 7viii7 in=mation ab\t ! languages spok5 by /aff ( ! *ild c>e provid]1 & su* o!r in=mation z ! ,secret>y may require to help p>5ts det]m9e :e!r ! provid] c meet _! *ild c>e ne$s & ! p>5ts c enroll a *ild 9 c>e1 su* z quality indicators or accr$itation /atus2 7,b7 ! ,/ate ,*ild ,c>e ,in=mation ,network-- 7i7 by grant or contract1 has be5 ma9ta9$ or jo9tly ma9ta9$ by-- 7,i7 a *ild c>e res\rce & ref]ral ag5cy t has op]at$ 9 ! la/ fiscal ye>2 7,,ii7 a local *ild c>e res\rce & ref]ral ag5cy t has op]at$ 9 ! mo/ rec5tly complet$ fiscal ye> & has appli$ to become a ,/ate ,*ild ,in=mation ,network2 or 7,,iii7 ! lead ag5cy1 ! ,/ate lic5s+ entity1 or o!r appropriate entities2 7ii7 may h be5 ma9ta9$ 9 coord9ation )1 or jo9tly )1 o!r f$]ally fund$ sy/ems1 s long z !re is no supplantation ( fund+2 & 7iii7 has be5 made-- 7,i7 publicly available1 includ+ ?r\gh ! ,int]net & by telephone1 to families seek+ in=mation ab\t obta9+ *ild c>e s]vices2 & 7,,ii7 accessible to ,/ate1 c\nty1 & o!r gov]nm5t /aff involv$ 9 ! provision ( *ild c>e2 7,c7 ! ,/ate requires ea* provid] li/$ 9 ! ,/ate ,*ild ,c>e ,in=mation ,network 7or1 at ! option ( ! provid]1 ano!r entity designat$ by ! provid]7 to update ! in=mation describ$ 9 clauses 7v7 & 7vi7 ( subp>agraph 7,a7 on a weekly basis1 & to update all o!r in=mation describ$ 9 subp>agraph 7,a7 n less frequ5tly ?an qu>t]ly1 & ensures t publicly available in=mation 9 ! ,/ate ,*ild ,c>e ,in=mation ,network indicates :5 ! slot availability in=mation ab\t ! provid] 0 mo/ rec5tly updat$2 & 7,d7 ! ,/ate has submitt$ to ! ,secret>y a plan t includes an e/imate ( ! total capacity ( lic5s$1 regulat$1 & regi/]$ provid] slots1 & a description ( ! eligible exp5ditures ! ,/ate w make 9 ! qu>t]1 :i* may be submitt$ ) o!r plans requir$ by ! ,secret>y4 7b7 ,fund+ ,/ate ,*ild ,c>e ,in=mation ,networks 7#a7 ,/>t-up funds 7,a7 ,grants ,= ea* fiscal ye> specifi$ 9 subp>agraph 7,c71 ! ,secret>y %all make grants to lead ag5cies to conduct activities relat$ to ! plann+ & implem5tation ( ,/ate ,*ild ,c>e ,in=mation ,networks1 :i* may include scal+ sy/ems su* z non-pr(it community-bas$ ref]ral regi/ries1 /aff$ ,family ,*ild ,c>e ,networks1 & *ild c>e res\rce & ref]ral sy/ems4 7,b7 ,di/ribution ,! ,secret>y %all di/ribute ! grant funds to ! ,/ates t are n t]ritories 9 accordance ) ! =mula ref]r$ to 9 section #dah7;a77#b77;,b71 & to ! t]ritories accord+ to relative ne$4 7,c7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 !re are appropriat$ to ! ,secret>y #bjj1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc = grants "u ?is p>agraph4 7#b7 ,mat*+ grants 7,a7 ,9 g5]al ,! ,secret>y %all pay to ea* ,/ate t meets ! requirem5ts ( subsection 7a77#d7 ) respect to a cal5d> qu>t] 9 any ( fiscal ye>s #bjbb ?r\gh #bjbf an am\nt equal to #ge p]c5t ( ! eligible exp5ditures ( ! ,/ate 9 ! qu>t]1 subject to subsection 7d77#c74 7,b7 ,eligible exp5ditures ,9 ?is section1 ! t]m eligible exp5ditures means all ( ! foll[+1 b only to ! ext5t supplem5t+1 & n supplant+1 funds made available "u o!r law3 7i7 ,/ate *ild c>e in=mation network ,exp5ditures to c>ry out subsection 7a77#d74 7ii7 ,ease ( application = subsidiz$ *ild c>e c]tificate ,exp5ditures to e/abli% an option1 z indicat$ by ! ,/ate 9 a plan describ+ plann$ eligible exp5ditures 7:i* may be submitt$ ) o!r plans requir$ by ! ,secret>y7-- 7,i7 = a family to file an application = a subsidiz$ *ild c>e c]tificate ) a *ild c>e provid]1 = ! provid] to submit ! application to ! ,/ate = process+1 or = ! lead ag5cy1 a local *ild c>e res\rce & ref]ral ag5cy1 or o!r entity "u grant or contract to respond to ! family2 7,,ii7 to e/abli% a /atewide common application = *ild c>e1 :i*-- 7aa7 all[s an application ) respect to a *ild to be submitt$ simultane\sly to multiple *ild c>e provid]s2 7bb7 all[s ! application to be = a p>ticul> site & s*$ule2 7cc7 is consid]$ an application directly to ea* su* provid] involv$ = purposes ( any decision ( ! provid] reg>d+ a wait li/ or an op5 slot bas$ on ! application date2 7dd7 safegu>ds confid5tial in=mation2 & 7ee7 all[s = su* a provid] to seek & collect in=mation n on ! common application s t ! provid] may det]m9e ! priority to be giv5 to ! applicant on any wait+ li/ or = o!r specializ$ admission crit]ia su* z disability s]vices2 or 7,,iii7 to enable *ild c>e provid]s to respond to families ?r\gh o!r application me?ods4 7iii7 ,exp5ditures = te*nology ne$$ to p>ticipate 9 ! /ate *ild c>e in=mation network ,exp5ditures = *ild c>e provid]s1 lead ag5cies1 & contractors to support sy/em-build+ & sy/em-implem5tation activities associat$ ) ! ,/ate ,*ild ,c>e ,in=mation ,network1 includ+ data int]op]ability & ! in/allation & ma9t5ance ( equipm5t & s(tw>e ne$$ to develop1 implem5t1 ma9ta91 & provide electronic access to ! ,/ate ,*ild ,c>e ,in=mation ,network4 7iv7 ,p>ticipation inc5tives ,exp5ditures to provide f9ancial inc5tives & support to *ild c>e provid]s = :om p>ticipat+ 9 ! ,/ate ,*ild ,c>e ,in=mation ,network w\ld be co/ly or "t consum+4 ,9 provid+ ! inc5tives1 a lead ag5cy-- 7,i7 %all take into acc\nt ! diff]5tial burd5 on v>y+ types ( provid]s to ensure t ! inc5tives are suffici5t to enc\rage all types ( provid]s1 includ+ family-bas$ provid]s1 to p>ticipate 9 ! ,/ate ,*ild ,c>e ,in=mation ,network2 7,,ii7 may coord9ate ) /aff$ ,family ,*ild ,c>e ,networks1 *ild c>e res\rce & ref]ral organizations1 labor unions1 labor-managem5t p>tn]%ips1 or o!r community-bas$ organizations1 to ensure t home-bas$ provid]s are able to p>ticipate 9 ! ,/ate ,*ild ,c>e ,in=mation ,network2 & 7,,iii7 may reimburse coord9at+ p>tn]s & o!r entities = exp5ses associat$ ) help+ provid]s p>ticipate 9 ! ,*ild ,c>e ,in=mation ,network & provide in=mation requir$ "u subsection 7a77#d77;,a74 7,c7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 !re are appropriat$ to ! ,secret>y = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf su* sums z are necess>y = grants "u ?is p>agraph4 7c7 ,,hhs p>ticipat+ *ild c>e provid] c]tification 7#a7 ,9 g5]al ,! ,secret>y %all-- 7,a7 ma9ta9 curr5t in=mation on *ild c>e provid]s :o are qualifi$ to receive ! ,,hhs ,p>ticipat+ ,*ild ,c>e ,provid] ,c]tification = a cal5d> qu>t]1 & hi/orical in=mation on *ild c>e provid]s :o 7 s qualifi$ = a prior cal5d> qu>t]1 includ+ a qu>t] 9 a prior ye>1 79 ?is section ref]r$ to z ! ,,hhs ,p>ticipat+ ,*ild ,c>e ,provid] ,c]tification7 bas$ on ! in=mation submitt$ by lead ag5cies2 7,b7 update ! li/ ( provid]s :o are s qualifi$1 #a mon? be=e ! end ( ea* qu>t]1 & electronically %>e ) ! ,int]nal ,rev5ue ,s]vice curr5t & hi/orical in=mation on ! provid]s :o are s qualifi$2 & 7,c7 at ! end ( ea* cal5d> ye> & on reque/ ( any provid] li/$ 9 ! ,,hhs ,p>ticipat+ ,*ild ,c>e ,provid] ,c]tification :o has qualifi$ = ! c]tification = an entire cal5d> qu>t]1 provide ! provid] & ! lead ag5cy ( ! jurisdiction 9 :i* ! provid] is locat$ writt5 docum5tation ( ! qu>t]s ) respect to :i* ! provid] 0 s qualifi$4 7#b7 ,qualifications ,a *ild c>e provid] is qualifi$ to receive ! ,,hhs ,p>ticipat+ ,*ild ,c>e ,provid] ,c]tification = a cal5d> qu>t] if ! provid]-- 7,a7 7i7 is lic5s$ ) a ,/ate z a provid] ( *ild c>e s]vices1 or is 9 a lic5se-exempt category ( provid]s t meets all heal? & safety /&>ds & has z]o unresolv$ violations2 7ii7 is provid+ *ild c>e s]vices t may be fund$ "u section #dah2 7iii7 has submitt$ to ! ,/ate ,*ild ,c>e ,in=mation ,network1 on a weekly basis1 ! in=mation on all available *ild c>e slots ) ! provid] requir$ "u subsection 7a77#d77;,a77v71 & ! wait+ li/ in=mation requir$ "u subsection 7a77#d77;,a77vi72 7iv7 makes *ild c>e slots available to ! g5]al public1 :5 available1 subject to any cle>ly expla9$ priority sy/em2 & 7v7 is 9 compliance ) o!r requirem5ts set by ! ,/ate reg>d+ applications = or inquiries ab\t available *ild c>e slots2 or 7,b7 0 s qualifi$ = ! entire #c-mon? p]iod prec$+ ! mo/ rec5t update made "u p>agraph 7#a77;,b74 7d7 ,adm9i/rative provisions 7#a7 ,accuracy *ecks ,! ,secret>y %all p]iodically conduct accuracy *ecks ( r&omly sampl$ *ild c>e provid]s p>ticipat+ 9 any ,/ate ,*ild ,c>e ,in=mation ,network to det]m9e :e!r ! provid]s are updat+ _! slot availability on a weekly basis1 & if n1 e/imate ! /atewide rate at :i* ! provid]s are do+ s4 7#b7 ,privacy2 security ,! ,secret>y %all issue guidance reg>d+ data int]op]ability 79 accordance ) ! data ex*ange /&>ds = int]op]ability7 & ! privacy & security ( p]sonally id5tifiable in=mation 9 any ,/ate ,*ild ,c>e ,in=mation ,network4 7#c7 ,p5alty = excessive errors 9 ,/ate *ild c>e in=mation network ,! p]c5tage specifi$ 9 subsection 7b77#b77;,a7 ) respect to a ,/ate %all be #gj p]c5t if-- 7,a7 a *eck conduct$ "u p>agraph 7#a7 ( ?is subsection reveals t ! numb] ( *ild c>e provid]s errone\sly includ$ or errone\sly n includ$ 9 ! ,/ate ,*ild ,c>e ,in=mation ,network is at lea/ #aj p]c5t ( ! numb] ( provid]s includ$ 9 ! network2 & 7,b7 ! ,/ate has n submitt$ to ! ,secret>y a report demon/rat+ t action has be5 tak5 to r$uce t error rate to less ?an #aj p]c5t4 7#d7 ,eligible exp5ditures ,! ,secret>y %all issue guidance to ,/ates :i* specifies ! exp5ditures t w be consid]$ eligible exp5ditures = purposes ( ?is section4 7#e7 ,publication ( am\nt ( eligible exp5ditures ( ea* ,/ate ,be=e issu+ grant aw>ds = fiscal ye> #bjbc or a succe$+ fiscal ye>1 ! ,secret>y1 9 consultation ) ! ,/ates1 %all annually publi% ! am\nt ( eligible exp5ditures ( ea* ,/ate 9 ! prec$+ fiscal ye>4 7e7 ,appropriation ,out ( any funds 9 ! ,treasury n o!rwise appropriat$1 !re is appropriat$ #ej1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf = adm9i/rative exp5ses 9 c>ry+ out subsections 7c7 & 7d74 4 #acbjjb4 ,infra/ructure grants to improve *ild c>e safety ,"p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja-fai7 is fur!r am5d$ by ins]t+ aft] section #dah;,a ! foll[+3 #dah;,b4 ,infra/ructure grants to improve *ild c>e safety 7a7 ,*ild c>e facilities grants 7#a7 ,grants to ,/ates 7,a7 ,9 g5]al ,! ,secret>y %all aw>d grants to ,/ates = ! purpose ( help+ *ild c>e provid]s acquire1 con/ruct1 r5ovate1 or improve *ild c>e facilities1 includ+ adapt+1 reconfigur+1 or exp&+ facilities4 7,b7 ,duration ( grants ,! ,secret>y %all aw>d grants "u ?is p>agraph )9 #ab mon?s aft] ! date ( ! enactm5t ( ?is section1 = a p]iod ( n m ?an #e ye>s4 7,c7 ,plan approval requir$ be=e us+ grant ,a ,/ate to :i* a grant is made "u ?is p>agraph %all n obligate or exp5d ! grant funds unless ! ,/ate has submitt$ to ! ,secret>y1 & ! ,secret>y has approv$1 a plan t-- 7i7 includes an analysis or assessm5t1 9 su* =m & mann] z ! ,secret>y may require1 ( ! ne$ ( ! ,/ate = *ild c>e infra/ructure2 7ii7 is submitt$ at su* "t1 9 su* mann]1 & conta9+ su* o!r in=mation z ! ,secret>y may require1 :i* in=mation %all-- 7,i7 be disaggregat$ z ! ,secret>y may require2 & 7,,ii7 include a plan to use a portion ( ! grant funds to report to ! ,secret>y on ! effects ( us+ ! grant funds to improve *ild c>e facilities1 includ+ c5t]-bas$ & home-bas$ *ild c>e facilities2 & 7iii7 complies ) p>agraph 7#c71 if applicable4 7,d7 ,requirem5t ,9 allocat+ grants aw>ds "u ?is p>agraph1 ! ,secret>y %all require approv$ plans to include elem5ts t-- 7i7 provide = improv+ c5t]-bas$ & home-bas$ *ild c>e programs to meet or surpass ,/ate heal? & safety /&>ds1 or include a project design$ s t a facility is expect$ to meet or surpass ,/ate heal? & safety /&>ds on completion ( ! project2 7ii7 aim to meet specific ne$s across urban1 suburban1 or rural areas z det]m9$ by ! ,/ate2 7iii7 %[ evid5ce ( collaboration )-- 7,i7 local gov]nm5t (ficials2 7,,ii7 o!r ,/ate ag5cies2 7,,iii7 nongov]nm5tal organizations1 su* z-- 7aa7 c]tifi$ community developm5t f9ancial in/itutions z def9$ 9 section #ajc ( ! ,community ,developm5t ,bank+ & ,f9ancial ,in/itutions ,act ( #aiid 7#ab ,u4,s4,c4 #dgjb7 t h be5 c]tifi$ by ! ,community ,developm5t ,f9ancial ,in/itutions ,fund 7#ab ,u4,s4,c4 #dgjc72 & 7bb7 organizations t h demon/rat$ exp]i5ce 9-- 7,,aa7 provid+ te*nical or f9ancial assi/ance = ! acquisition1 con/ruction1 r5ovation1 or improvem5t ( *ild c>e facilities2 7,,bb7 provid+ te*nical1 f9ancial1 or manag]ial assi/ance to *ild c>e provid]s2 & 7,,cc7 secur+ private s\rces ( capital f9anc+ = *ild c>e facilities or o!r community developm5t projects eligible = assi/ance f a *ild c>e assi/ance program2 & 7,,iv7 local community organizations1 su* z-- 7aa7 *ild c>e provid]s2 7bb7 community c>e ag5cies2 7cc7 res\rce & ref]ral ag5cies2 & 7dd7 labor unions & o!r employ]s ( infra/ructure trades t pay ! prevail+ wage2 & 7iv7 provide = improv+ ! facilities ( *ild c>e provid]s :o qualify = ! ,,hhs ,p>ticipat+ ,*ild ,c>e ,provid] ,c]tification = at lea/ #a fiscal qu>t] be=e ! date ( application = ! grant4 7,e7 ,mat*+ requirem5t 7i7 ,9 g5]al ,z a condition ( ! receipt ( a grant "u ?is p>agraph1 a ,/ate %all agree to make available1 directly or ?r\gh donations f public or private entities1 contributions ) respect to ! co/s to be cov]$ by ! grant1 :i* may be provid$ 9 ca% or 9 k9d1 9 an am\nt equal to #aj p]c5t ( ! funds provid$ ?r\gh ! grant4 7ii7 ,det]m9ation ( am\nt contribut$ ,su* a mat*+ contribution may include philan?ropic or private-sector funds4 7,f7 ,am\nt limit ,! annual am\nt ( a grant "u ?is p>agraph may n exce$ #bej1jjj1jjj4 7,g7 ,prohibition ,! ,secret>y may n1 z a condition ( mak+ a grant "u ?is p>agraph or section #dah;,d1 reta9 an int]e/ 9 any prop]ty1 includ+ any project involv+ a privately-own$ family *ild c>e home or tribal l&4 7,h7 ,report ,n lat] ?an #f mon?s aft] ! la/ day ( ! grant p]iod1 a ,/ate to :i* a grant is made "u ?is p>agraph %all submit to ! ,secret>y ! report ref]r$ to 9 subp>agraph 7,c77ii77,,ii7-- 7i7 to det]m9e ! effects ( ! grant 9 con/ruct+1 r5ovat+1 or improv+ *ild c>e facilities1 includ+ any *anges 9 response to public heal? guidel9es or ef=ts associat$ ) natural disa/] em]g5cy prep>$ness & response & any effects on access to *ild c>e2 & 7ii7 to provide su* o!r in=mation z ! ,secret>y may require4 7,i7 ,return ( grant if plan n approv$ )9 #b ye>s ,a ,/ate to :i* a grant is made "u ?is p>agraph %all remit ! grant to ! ,secret>y if ! ,secret>y has n provid$ ! approval requir$ by subp>agraph 7,c7 )9 #b ye>s aft] ! date ! grant is made4 7#b7 ,grants to int]m$i>y organizations 7,a7 ,9 g5]al ,! ,secret>y may aw>d grants to int]m$i>y organizations1 su* z c]tifi$ community developm5t f9ancial in/itutions or o!r organizations ) demon/rat$ exp]i5ce 9 *ild c>e facilities f9anc+1 = ! purpose ( provid+ te*nical assi/ance1 capacity-build+1 & f9ancial products to develop or f9ance *ild c>e facilities4 7,b7 ,application ,a grant "u ?is p>agraph may be made only to an int]m$i>y organization t submits to ! ,secret>y an application at su* "t1 9 su* mann]1 & conta9+ su* in=mation z ! ,secret>y may require1 t complies ) p>agraph 7#c7 if applicable4 7,c7 ,consultation ,9 select+ int]m$i>y organizations = grants "u ?is p>agraph1 ! ,secret>y %all conduct consultations ) organizations t-- 7i7 demon/rate exp]i5ce 9 *ild c>e facility f9anc+ or relat$ community facility f9anc+2 7ii7 demon/rate ! capacity to assi/ ,/ates & local gov]nm5ts 9 develop+ *ild c>e facilities & programs2 7iii7 demon/rate ! ability to lev]age grant fund+ to support f9anc+ tools to build ! capacity ( *ild c>e provid]s1 su* z ?r\gh cr$it enhancem5ts2 7iv7 propose to focus on *ild c>e facilities t op]ate "u nontraditional h\rs2 7v7 propose to meet a div]sity ( ne$s across urban1 suburban1 & rural areas at v>y+ types ( c5t]-bas$1 home-bas$1 & o!r *ild c>e sett+s1 includ+ e>ly c>e programs locat$ 9 build+s 9 :i* ! c>e c5t] is ! sole occupant or 9 mix$-use prop]ties2 & 7vi7 propose to focus on *ild c>e facilities prim>ily s]v+ l[-income populations & *ildr5 :o h n atta9$ #ac ye>s ( age4 7,d7 ,am\nt limit ,! am\nt ( a grant "u ?is p>agraph may n exce$ #ae1jjj1jjj4 7,e7 ,annual report requir$ ,z a condition ( receiv+ funds "u ?is p>agraph1 ! recipi5t %all submit annual reports to ! lead ag5cy ( ! jurisdiction 9 :i* ! recipi5t is locat$ docum5t+ h[ ! recipi5t has exp5d$ ! funds & updat+ ! plann$ future exp5ditures describ$ 9 ! application submitt$ by ! recipi5t = ! funds4 7#c7 ,labor /&>ds ,9 ! case ( an application = a grant "u ?is subsection = a project to con/ruct1 r5ovate1 or improve a *ild c>e facility1 includ+ a project to adapt1 reconfigure1 or exp& su* a facility1 ! application %all include a writt5 assurance t all labor]s & me*anics employ$ by contractors or subcontractors 9 ! p]=mance ( con/ruction1 alt]ation1 or repair1 z "p ( ! project1 %all be paid wages at rates n less ?an ^? prevail+ on simil> "w 9 ! locality z det]m9$ by ! ,secret>y ( ,labor 9 accordance ) sub*apt] ,,iv ( *apt] ( "p ,a ( subtitle ,,ii ( title #dj1 ,unit$ ,/ates ,code 7commonly ref]r$ to z ! ,davis-,bacon ,act71 & ) respect to ! labor /&>ds specifi$ 9 su* sub*apt]1 ! ,secret>y ( ,labor %all h ! au?ority & functions set =? 9 ,reorganization ,plan ,numb]$ #ad ( #aiej 7#ae ,f$4 ,reg4 #cagf2 #e ,u4,s4,c4 ,app474 7#d7 ,use ( funds 7,a7 ,infra/ructure improvem5t 7i7 ,9 g5]al ,a recipi5t ( funds "u ?is subsection may use ! funds only to acquire1 con/ruct1 r5ovate1 or o!rwise physically improve ! infra/ructure ( a build+ prim>ily us$ = ! provision ( *ild c>e s]vices by a *ild c>e provid]1 subject to clause 7ii74 7ii7 ,prohibition ,a recipi5t ( funds "u ?is subsection may n use ! funds = mod]nization1 r5ovation1 or repair ( facilities-- 7,i7 t are prim>ily us$ = sect>ian in/ruction or religi\s wor%ip2 or 7,,ii7 9 :i* a sub/antial portion ( ! functions ( ! facilities are subsum$ 9 a religi\s mission4 7,b7 ,rules applicable to lead ag5cies ,a lead ag5cy t is a recipi5t ( funds "u ?is subsection may use n m ?an #e p]c5t ( ! funds = adm9i/rative purposes :i* may be 9 addition to evaluation & report+ activities1 & %all use ! balance ( ! funds to ent] into grants or contracts1 on a competitive basis1 ) entities to c>ry out projects to acquire1 con/ruct1 r5ovate1 or complete o!r physical improvem5ts to build+s 9 :i* *ild c>e s]vices are provid$ or w be provid$ on completion ( ! project4 7b7 ,appropriation ,out ( any funds 9 ! ,treasury n o!rwise appropriat$1 !re is appropriat$ #ae1jjj1jjj1jjj = fiscal ye> #bjbb to c>ry out ?is section1 :i* %all rema9 available ?r\gh fiscal ye> #bjbf4 7c7 ,res]vations ( funds 7#a7 ,t]ritories ,! ,secret>y %all res]ve #ajj1jjj1jjj ( ! am\nt made available to c>ry out ?is section1 = grants to t]ritories4 7#b7 ,adm9i/ration ,! ,secret>y may res]ve n m ?an #bjj1jjj1jjj ( ! am\nt made available to c>ry out ?is section1 = adm9i/rative co/s4 7#c7 ,assessm5ts & developm5t plans ,! ,secret>y %all res]ve = ea* lead ag5cy n m ?an #ajj1jjj to conduct assessm5ts & develop plans = obligat+ & exp5d+ funds provid$ "u ?is section1 :i* may be exp5d$ by a lead ag5cy imm$iately on receipt4 7#d7 ,data ex*ange /&>ds = int]op]ability ,! ,secret>y may res]ve n m ?an #bjj1jjj ( ! am\nt made available to c>ry out ?is section to implem5t data ex*ange /&>ds = int]op]ability4 7d7 ,limitation on availability ( funds = grants = int]m$i>y organizations ,n m ?an #b1bej1jjj1jjj ( ! total am\nt made available to c>ry out ?is section may be us$ to c>ry out subsection 7a77#b74 4 #acbjjc4 ,te*nical assi/ance ,"p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja-fai7 is fur!r am5d$ by ins]t+ aft] section #dah;,b ! foll[+3 #dah;,c4 ,te*nical assi/ance 7a7 ,9 g5]al 7#a7 ,*ild c>e in=mation network ,! ,secret>y %all provide te*nical assi/ance to lead ag5cies to support ! developm5t & implem5tation (1 & ongo+ full p>ticipation 91 ,/ate ,*ild ,c>e ,in=mation ,networks provid$ = 9 section #dah;,a7a77#d74 7#b7 ,*ild c>e infra/ructure ,! ,secret>y %all provide te*nical assi/ance-- 7,a7 to *ild c>e small bus9ess own]s1 entrepr5eurs1 nonpr(it organizations1 & *ild c>e infra/ructure grant recipi5ts1 = ! purpose ( />t+ new lic5s$ *ild c>e bus9esses1 or re-op5+ a clos$ *ild c>e facility1 9 areas 9 :i* !re is a *ild c>e %ortage or t are at risk ( hav+ su* a %ortage2 7,b7 to ,/ate & local gov]nm5ts to inc5tivize public-private p>tn]%ips to id5tify excess build+s & l& & conduct feasibility /udies1 = new or exp&$ *ild c>e options t c\ld be available to *ild c>e entrepr5eurs & infra/ructure grantees1 or us$ = publicly-run *ild c>e facilities2 & 7,c7 to support *ild c>e bus9ess te*nical assi/ance1 :i* may include /rategies to support managem5t tra9+ & %>$ s]vices initiatives includ+ provid] networks su* z *ild c>e c5t] alliances & family *ild c>e home provid] networks1 z well z fundam5tal bus9ess support ne$s su* z budget+ & fiscal managem5t skills1 bus9ess plann+1 und]/&+ ! co/ ( quality1 & core be/ bus9ess practices su* z recordkeep+ & paym5t reconciliation4 7#c7 ,supplem5t+ national te*nical assi/ance ef=ts ,! ,secret>y may provide te*nical assi/ance to ,/ates 7& submit to ! ,congress reports on te*nical assi/ance activities7 to increase *ild c>e availability & af=dability1 includ+ by-- 7,a7 provid+ te*nical assi/ance on be/ practices = conduct+ m>ket rate surveys & e/abli%+ ,/ate reimbursem5t rates & price-p]-*ild rates = *ild c>e = *ildr5 :o h n atta9$ #ac ye>s ( age2 7,b7 increas+ *ild c>e availability 9 tribal communities = families ) *ildr5 :o h n atta9$ #ac ye>s ( age2 7,c7 improv+ ! effectiv5ess & af=dability ( *ild c>e assi/ance programs 9 meet+ ! ne$s ( l[-income p>5ts2 or 7,d7 collect+1 manag+1 analyz+1 & report+ *ild c>e adm9i/rative data1 & use ! data to support docum5tation ( *anges 9 *ild c>e availability & af=dability4 7b7 ,adm9i/rative provision ,! ,secret>y may c>ry out ?is section ?r\gh means includ+ ! use ( grants or coop]ative agreem5ts4 7c7 ,appropriation ,out ( any funds 9 ! ,treasury n o!rwise appropriat$1 !re is appropriat$ #ag1ejj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf to c>ry out ?is section4 4 #acbjjd4 ,tribal *ild c>e access & gr[? ,"p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja-fai7 is fur!r am5d$ by ins]t+ aft] section #dah;,c ! foll[+3 #dah;,d4 ,tribal *ild c>e access & gr[? 7a7 ,,hhs consultations ) ,indian tribes ,( ! am\nt appropriat$ "u subsection 7e7 = ea* fiscal ye>1 ! ,secret>y %all use n m ?an #a1jjj1jjj to-- 7#a7 conduct su* consultations ) ,indian tribes & tribal organizations z are necess>y to det]m9e h[ to bett] conduct consum] outrea* & education & provide timely availability = *ild c>e slots1 improve *ild c>e infra/ructure1 & o!rwise in=m be/ practices & guidel9es = c>ry+ out ! activities describ$ 9 subsection 7b72 & 7#b7 provide te*nical assi/ance to ! lead ag5cies ( ,indian tribes & tribal organizations ) respect to c>ry+ out ! activities4 7b7 ,activities describ$ ,! activities describ$ 9 ?is subsection are ! foll[+3 7#a7 ,plann+1 />t-up1 implem5tation1 & ma9t5ance co/s associat$ ) e/abli%+ & fund+ a ,*ild ,c>e ,in=mation ,network design$ to help p>5ts det]m9e :i* *ild c>e provid]s c meet _! *ild c>e ne$s & to give p>5ts ease ( access 9 enroll+ _! *ildr5 9 *ild c>e4 7#b7 ,coord9at+ ) ! ,secret>y reg>d+ ! ,,hhs ,p>ticipat+ ,*ild ,c>e ,provid] ,c]tification provid$ = 9 section #dah;,a7c74 7#c7 ,conduct+ infra/ructure projects to improve ! safety ( *ild c>e facilities4 7c7 ,grants 7#a7 ,9 g5]al ,( ! am\nt appropriat$ "u subsection 7e7 = ea* fiscal ye>1 ! ,secret>y %all use n less ?an #aii1jjj1jjj to make grants to ! lead ag5cies ( ,indian tribes & tribal organizations = activities describ$ 9 subsection 7b71 :i* are to be c>ri$ out 9 accordance ) su* rules z ! ,secret>y may prescribe1 tak+ into acc\nt ! results ( ! consultations conduct$ "u subsection 7a77#a74 7#b7 ,allocation ,! ,secret>y may make grants "u ?is subsection accord+ to relative ne$4 7d7 ,nonsupplantation ,an entity to :i* an am\nt is provid$ "u ?is section %all use ! am\nt to supplem5t1 b n supplant1 o!r funds provid$ = any purpose or activity = :i* ! am\nt is us$4 7e7 ,appropriation ,out ( any funds 9 ! ,treasury n o!rwise appropriat$1 !re is appropriat$ to ! ,secret>y #bjj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf to c>ry out ?is section4 4 #acbjje4 ,rais+ ! floor = *ild c>e provid] wages 7a7 ,plann+ = *ild c>e wage grants = small bus9esses 7#a7 ,9 g5]al ,= ! purpose ( ma9ta9+ an effective & div]se *ild c>e work=ce1 effective ^u enactm5t1 ?r\gh ! end ( fiscal ye> #bjbb1 ! ,secret>y ( ,heal? & ,human ,s]vices %all1 reg>d+ ! developm5t & implem5tation ( ! ,*ild ,c>e ,wage ,grant program provid$ = 9 section #dah;,e ( ! ,social ,security ,act 7z add$ by subsection 7b7 ( ?is section7-- 7,a7 issue guidance or te*nical assi/ance to lead ag5cies 7z def9$ 9 su* section7 ) respect to-- 7i7 consultation ) field engagem5t organizations 7z def9$ 9 su* section72 7ii7 wage supplem5t calculations1 ) ! option ( provid+ a bonus t may n be m ?an ! equival5t ( an annual wage2 7iii7 application requirem5ts2 7iv7 report+ requirem5ts2 7v7 anti-discrim9ation protection measures2 & 7vi7 o!r relat$ activities2 7,b7 engage 9 hir+1 tra9+1 develop+ "w plans1 develop+ outrea* mat]ials1 & o!r adm9i/rative ov]head activities2 & 7,c7 consult ) relevant entities su* z tribal lead]s1 gov]nors1 c\nty & local gov]nm5t1 & community /akehold]s4 7#b7 ,fund+ ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 !re is appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices #aj1jjj1jjj1 to rema9 available ?r\gh ,septemb] #cj1 #bjbb1 to c>ry out ?is p>agraph4 7b7 ,implem5tation ,"p ,a ( title ,,iv ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fja-fai7 is fur!r am5d$ by ins]t+ aft] section #dah;,d ! foll[+3 #dah;,e4 ,*ild c>e wage grants = small bus9esses 7a7 ,grants to lead ag5cies 7#a7 ,grants 7,a7 ,9 g5]al ,! ,secret>y %all make grants to reimburse ,/ate1 tribal1 & t]ritorial lead ag5cies = ! am\nt ( *ild c>e wage grants made to qualify+ *ild c>e provid]s "u lead ag5cy *ild c>e wage grant programs1 & = docum5t$ co/s ( adm9i/]+ ! programs t are directly relat$ to det]m9+ provid] eligibility1 mak+ paym5ts1 data collection1 & v]ify+ provid] compliance ) program rules4 7,b7 ,limitation on reimbursem5t = docum5t$ adm9i/rative co/s ,! am\nt ( ! reimbursem5t = ! docum5t$ adm9i/rative co/s %all n exce$ #e p]c5t ( ! total am\nt ( ! *ild c>e wage grants4 7#b7 ,consultation requir$ z a condition ( eligibility ,a lead ag5cy %all n be eligible = a grant "u ?is section ) respect to a *ild c>e wage grant program unless ! lead ag5cy has consult$ ) field engagem5t organizations 9 develop+ & implem5t+ ! program1 includ+ application process1 eligibility det]m9ations1 community outrea*1 & su* o!r aspects ( ! program z ! ,secret>y deems appropriate1 & if1 aft] ! consultation1 ! lead ag5cy int5ds to op]ate a *ild c>e wage grant program = small bus9esses1 ! lead ag5cy %all submit to ! ,secret>y a c]tification t ! lead ag5cy has conduct$ su* a consultation & int5ds to submit a claim = reimbursem5t ) respect to program exp5ditures at ! end ( ! fiscal ye>4 7b7 ,/ate *ild c>e wage grant program 7#a7 ,9 g5]al ,a lead ag5cy *ild c>e wage grant program is a program op]at$ by a lead ag5cy "u :i* a *ild c>e wage grant is made to qualifi$ *ild c>e provid]s = ! #a-ye> p]iod cov]$ by ! grant1 9 an am\nt equal to ! aggregate ( ! eligible *ild c>e wage supplem5ts provid$ by ! qualifi$ *ild c>e provid] dur+ ! ye>1 :i* ye> %all n beg9 be=e ,octob] #a1 #bjbb4 7#b7 ,report+ requirem5t 7,a7 ,9 g5]al ,a recipi5t ( a *ild c>e wage grant f a lead ag5cy %all submit to ! lead ag5cy e fiscal qu>t] a report t includes docum5tation ( h[ ! grant has be5 exp5d$ includ+ ! numb] ( full or "p-"t work]s provid+ *ild c>e & :e!r ea* su* work] work$ = ! full ye>1 a description ( ! wage levels & demographics ( ! *ild c>e employees ( ! qualifi$ *ild c>e provid]1 & su* o!r in=mation z ! ,secret>y may require1 & may all[ field engagem5t organizations to support grant recipi5ts 9 meet+ qu>t]ly report+ requirem5ts4 7,b7 ,au?ority to ext5d deadl9e ,a lead ag5cy may approve a reque/ f su* a recipi5t to ext5d ! report+ deadl9e = #ij days1 b %all accompany su* an approval ) a notice t failure to submit all in=mation requir$ 9 ! report w result 9 future ineligibility = su* a grant4 7c7 ,reimbursem5t2 advance e/imat$ paym5t ,a lead ag5cy may submit to ! ,secret>y a reque/ = reimbursem5t or e/imat$ advance paym5t ( ! co/s ( op]at+ ! lead ag5cy *ild c>e wage grant program = ! #a-ye> p]iod cov]$ by ! reque/1 :i* %all include docum5tation ( ! grant aw>ds made to qualifi$ *ild c>e provid]s "u ! program1 an assurance t n m ?an #e p]c5t ( ! co/s 9 ! reimbursem5t reque/ are = adm9i/rative co/s1 an assurance t ! ,/ate w repay any advances bas$ on paym5ts to *ild c>e provid]s t 7 9 excess ( co/s all[able "u ?is section 7includ+ paym5ts = work]s :o did n "w = ! full ye>7 or bas$ on ,/ate adm9i/rative co/s 9 excess ( #e p]c5t1 & ! foll[+3 7#a7 ,qualifi$ *ild c>e provid] application data1 includ+ ! numb] ( qualifi$ *ild c>e provid]s & ! proportion ( applications t 7 approv$ "u ! program1 docum5tation ( reject$ applications1 includ+ ! reason = disqualification1 & demographic data ( applicants4 7#b7 ,qualifi$ *ild c>e provid] wage subsidy data1 includ+ wage levels1 ! size & type ( ! qualifi$ *ild c>e provid]1 ! numb] ( *ildr5 s]v$ by ! qualifi$ *ild c>e provid]1 v]ification t ! *ild c>e wage grant provid$ to ! qualifi$ *ild c>e provid] 0 n us$ to supplant ,f$]al funds1 v]ification t ! qualifi$ *ild c>e provid] p]=ms *ild c>e s]vices z ! prim>y function ( ! qualifi$ *ild c>e provid]1 v]ification t qualify+ *ild c>e provid] applications are approv$ = #a ye>1 & docum5tation ( ! numb] ( full-"t & "p-"t *ild c>e employees 7:i* may include sole proprietors7 includ+ ! portion ( ! ye> = :i* ea* employee 0 employ$ ) t provid] to provide *ild c>e4 7#c7 ,c]tification t ea* qualifi$ *ild c>e provid] is n eligible to receive a *ild c>e payroll tax cr$it "u section #cace ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to wages paid to any *ild c>e employee ( ! qualifi$ *ild c>e provid]4 7#d7 ,qualifi$ *ild c>e provid] demographic data1 includ+ racial1 e?nic1 & g5d] data ( ! qualifi$ *ild c>e provid] & *ild c>e employees4 7#e7 ,docum5tation ( qualifi$ *ild c>e provid] wages1 & docum5tation ( *ild c>e wages t1 9 ! abs5ce ( a grant made "u ?is section1 w\ld h be5 paid at n less ?an ! applicable m9imum rate4 7#f7 ,docum5tation t ea* qualifi$ *ild c>e provid] is lic5s$ by1 regi/]$ )1 or regulat$ by ! ,/ate4 7#g7 ,docum5tation t ea* qualifi$ *ild c>e provid] 0 s qualifi$ ?r\gh\t ! ye> ) respect to :i* reimbursem5t is s\ght4 7#h7 ,docum5tation t ea* employee = :i* a grant is s\ght 0 employ$ = ! full ye>1 or if n1 = :at portion ( ! ye> !y 7 employ$4 7#i7 ,su* o!r relevant items z ! ,secret>y may require4 7d7 ,p5alties 7#a7 ,misuse ( *ild c>e wage grant ,if ! ,secret>y f9ds t a qualifi$ *ild c>e provid] has us$ funds provid$ "u ?is section ) respect to a ye> o!r ?an to supplem5t ! applicable m9imum rate ( *ild c>e wages = an employee engag$ 9 *ild c>e "w = ! report$ p]iod1 ! qualifi$ *ild c>e provid] %all-- 7,a7 repay to ! lead ag5cy all funds s provid$ to ! *ild c>e provid] = ! ye>2 & 7,b7 be ineligible = ! succe$+ #b ye>s to receive funds made available "u ?is section4 7#b7 ,decrease 9 numb] ( *ild c>e employees ,if a recipi5t ( a *ild c>e wage grant = a ye> reports "u subsection 7b77#b77;,a7 t ! numb] ( *ild c>e employees ( ! recipi5t has decreas$ dur+ ! ye>1 !n-- 7,a7 ! lead ag5cy %all proportionately decrease ! am\nt ( ! *ild c>e wage grant 7if any7 payable to ! recipi5t = ! next ye>2 or 7,b7 if ! recipi5t is n aw>d$ a *ild c>e wage grant = ! next ye>1 ! recipi5t %all remit to ! lead ag5cy a portion ( ! grant equal to ! proportionate decrease 9 ! numb] ( *ild c>e employees ( ! provid]4 7e7 ,appropriation ,out ( any money 9 ! ,treasury n o!rwise appropriat$1 !re is appropriat$ to ! ,secret>y = ea* ( fiscal ye>s #bjbc ?r\gh #bjbf su* sums z may be necess>y = reimbursem5ts or e/imat$ paym5ts ref]r$ to 9 subsection 7a74 7f7 ,def9itions ,9 ?is section3 7#a7 ,applicable m9imum rate ,! t]m applicable m9imum rate means ! rate at :i* basic pay is payable = a position at level #c1 /ep #a1 ( ! ,g5]al ,s*$ule "u sub*apt] ,,iii ( *apt] #ec ( title #e1 ,unit$ ,/ates ,code1 includ+ any applicable locality-bas$ comp>ability paym5t "u section #ecjd ( su* title or simil> au?ority1 at ! "t su* wages are paid & det]m9$ ) respect to ! locality 9 :i* s]vices are provid$4 7#b7 ,*ild c>e wages ,! t]m *ild c>e wages means-- 7,a7 wages paid to an employee = s]vices 9 provid+ *ild c>e2 & 7,b7 an own]'s draw 9 lieu ( wages1 9 ! case ( a sole proprietor :o provides *ild c>e s]vices or an own] :o directly provides *ild c>e s]vices alongside employees4 7#c7 ,*ild c>e employee ,! t]m *ild c>e employee means an employee-- 7,a7 :o is employ$ by a qualifi$ *ild c>e provid]2 7,b7 :o provides *ild c>e s]vices z a prim>y function ( employm5t2 & 7,c7 ^: wages d n qualify "u section #cace7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf4 7#d7 ,eligible *ild c>e wage supplem5t 7,a7 ,9 g5]al ,! t]m eligible *ild c>e wage supplem5t means1 ) respect to a ye>1 a supplem5t to *ild c>e wages ( an employee 7or own]71 b only to ! ext5t t ! total am\nt ( ! *ild c>e wage supplem5ts provid$ to ! employee 7or own]7 dur+ ! ye>-- 7i7 9 ! case ( a full-"t employee 7or an own] :o works on a full-"t basis71 is n m ?an #af1jjj2 or 7ii7 9 ! case ( a "p-"t employee 7or an own] :o works on a "p-"t basis71 is n m ?an #aj1jjj4 ,9 ! case ( any employee :o is n employ$ z a *ild c>e employee = ! full ye>1 ! maximum doll> am\nts set =? 9 ! prec$+ s5t5ce %all be proportionately r$uc$4 7,b7 ,inflation adju/m5t ,ea* doll> am\nt 9 effect "u subp>agraph 7,a7 ) respect to a ye> %all be increas$ by a p]c5tage equal to ! p]c5tage 7if any7 by :i* ! ,consum] ,price ,index = all urban consum]s 7,u4,s4 city av]age7 increas$ dur+ ! #ab-mon? p]iod end+ ) ! la/ mon? = :i* ,consum] ,price ,index data is available4 7#e7 ,field engagem5t organization ,! t]m field engagem5t organization means any nonpr(it1 community-bas$ organization1 labor union1 trade association1 /aff$ family *ild c>e network1 *ild c>e res\rce & ref]ral organization1 or local gov]nm5t entity ) exp]i5ce provid+ repres5tation1 te*nical assi/ance1 or community supports to *ild c>e provid]s or individuals seek+ to ent] or re-ent] ! *ild c>e m>ket4 7#f7 ,qualifi$ *ild c>e provid] ,! t]m qualifi$ *ild c>e provid] means an entity :o-- 7,a7 provides *ild c>e s]vices z ! prim>y function ( ! entity2 7,b7 is regi/]$ )1 or regulat$ or lic5s$ by1 ! ,/ate z a *ild c>e provid]2 7,c7 at ! "t ( application = a *ild c>e wage grant "u ?is section1 does n h an unresolv$ violation ( a ,/ate law or regulation p]ta9+ to heal? or safety 9 ! provision ( *ild c>e s]vices2 7,d7 has at lea/ #a employee ^: wages may n be tak5 into acc\nt "u section #cace7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf because ! employee is a sole proprietor or reports self-employm5t income2 7,e7 z ( ! "t ( ! application1 pays *ild c>e wages at a rate t is at lea/ ! applicable m9imum rate1 & c]tifies t ! entity w n r$uce ! h\rly wage rate ( any employee dur+ ! #a-ye> p]iod = :i* ! entity has appli$ = a *ild c>e wage grant "u ?is section2 & 7,f7 has submitt$ to ! lead ag5cy all data reque/$ by ! ,secret>y "u ?is section2 7,g7 has submitt$ ! application to ! lead ag5cy1 :i* has approv$ ! application2 & 7,h7 has n fail$ to include all in=mation requir$ to be includ$ 9 any qu>t]ly report requir$ by subsection 7b77#b7 to be submitt$ by ! entity ) respect to ! ye> prec$+ ! ye> = :i* ! application is submitt$4 4 #acbjjf4 ,common provisions 7a7 ,def9itions ,section #dai ( ! ,social ,security ,act 7#db ,u4,s4,c4 #fai7 is am5d$ by add+ at ! end ! foll[+3 7#f7 ,lead ag5cy ,! t]m lead ag5cy means1 ) respect to a jurisdiction1 ! lead ag5cy responsible = adm9i/]+ ! *ild c>e assi/ance program ( ! jurisdiction4 7#g7 ,t]ritory ,! t]m t]ritory means ! ,commonweal? ( ,pu]to ,rico1 ! ,unit$ ,/ates ,virg9 ,isl&s1 ,guam1 ,am]ican ,samoa1 & ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s4 4 7b7 ,reports to ! ,congress ,section #daa ( su* ,act 7#db ,u4,s4,c4 #faa7 is am5d$ by add+ at ! end ! foll[+3 7e7 ,reports on c]ta9 ,/ate *ild c>e exp5ditures ,! ,secret>y %all submit to ! ,committee on ,ways & ,means ( ! ,h\se ( ,repres5tatives & ! ,committee on ,f9ance ( ! ,s5ate bi5nial reports on-- 7#a7 eligible exp5ditures 7z def9$ 9 section #dah;,a7b77#b77;,b77 by ! ,/ates1 & on exp5ditures by ! ,secret>y "u section #dah;,a dur+ ! p]iod cov]$ by ! report2 7#b7 ! ext5t to :i* paym5ts "u section #dah;,a h be5 made ) respect to ! exp5ditures2 7#c7 to ! ext5t t any funds made available to c>ry out su* section h n be5 exp5d$1 ! reasons !re=2 & 7#d7 exp5ditures "u section #dah;,c4 4 7c7 ,inapplicability ( paym5t limitation ,section #aajh7;a7 ( su* ,act 7#db ,u4,s4,c4 #acjh7;a77 is am5d$ by ins]t+ #dah;,a1 #dah;,b1 #dah;,c1 #dah;,d1 #dah;,e1 be=e or4 ,d ,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 ,modification ( conditions 7#a7 ,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$71 by /rik+ p>agraphs 7#a7 & 7#b7 ea* place x appe>s & ins]t+ p>agraph 7#a74 7#b7 ,con=m+ am5dm5ts 7,a7 ,section #bcb ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbib7 is am5d$ 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$-- 7i7 9 p>agraph 7#a71 by /rik+ section #bca7;a77#c77;,a7 & ins]t+ section #bca7;a77#b77;,a72 & 7ii7 9 p>agraph 7#b7-- 7,i7 by /rik+ adv]sely affect$ employm5t & all t foll[s ?r\gh 7,a7 )9 & ins]t+ adv]sely affect$ employm5t )92 7,,ii7 by /rik+ 1 & & ins]t+ a p]iod2 & 7,,iii7 by /rik+ subp>agraph 7,b74 7b7 ,waiv]s ( tra9+ requirem5ts ,section #bca7;c77#a7 ( ! ,trade ,act ( #aigd 7#ai ,u4,s4,c4 #bbia7;c77#a77 is am5d$-- 7#a7 by r$esignat+ subp>agraphs 7,a71 7,b71 & 7,c7 z subp>agraphs 7,c71 7,d71 & 7,e71 respectively2 & 7#b7 by ins]t+ be=e subp>agraph 7,c7 7z r$esignat$7 ! foll[+3 7,a7 ,recall ,! work] has be5 notifi$ t ! work] w be recall$ by ! firm f :i* ! sep>ation occurr$4 7,b7 ,retirem5t ,! work] is )9 #b ye>s ( meet+ all requirem5ts = entitlem5t to ei!r-- 7i7 old-age insurance b5efits "u title ,,ii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #dja et seq47 7except = application !re=72 or 7ii7 a private p5sion sponsor$ by an employ] or labor organization4 4 #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 et seq47 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 et seq47 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 ,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 & 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 et seq47 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 et seq47 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#d7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,comm]ce4 7#e7 ,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 an unemploym5t rate t is1 = ! mo/ rec5t #bd-mon? p]iod = :i* data are available1 at lea/ #a p]c5t great] ?an ! national av]age unemploym5t rate2 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 concurr5tly1 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 #bjbf 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 #bjbf 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 #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 #bjbf1 ! ,secret>y may make available n m ?an #ej1jjj1jjj to aw>d grants "u section #bgd7;a77#a74 #bgf4 ,coord9ation ( ,f$]al response & o!r additional te*nical assi/ance 7a7 ,9 g5]al ,! ,secret>y %all coord9ate ! ,f$]al response ) respect to an eligible community t is aw>d$ an implem5tation grant "u section #bgd7;a77#b7 to implem5t ! community's /rategic plan t meets ! requirem5ts ( section #bge by-- 7#a7 id5tify+ & consult+1 z appropriate1 ) any o!r ,f$]al1 ,/ate1 regional1 or local gov]nm5t ag5cy2 7#b7 assi/+ ! community to access assi/ance f o!r available ,f$]al s\rces z necess>y to fulfill ! community's /rategic plan develop$ "u section #bge2 & 7#c7 ensur+ t su* assi/ance is provid$ 9 a t>get$1 integrat$ mann]4 7b7 ,transf] ( funds 7#a7 ,transf] ( funds to o!r ,f$]al ag5cies ,funds appropriat$ to c>ry out ?is *apt] may be transf]r$ betwe5 ,f$]al ag5cies1 if ! funds are us$ = ! purposes = :i* ! funds are specifically appropriat$4 7#b7 ,transf] ( funds f o!r ,f$]al ag5cies 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 = ! purposes ( ?is *apt]1 ! ,secret>y may accept transf]s ( funds f o!r ,f$]al ag5cies if ! funds are us$ = ! purposes = :i* 7& 9 accordance ) ! t]ms "u :i*7 ! funds are specifically appropriat$4 7,b7 ,use ( funds ,! transf]r$ funds-- 7i7 %all rema9 available until exp5d$2 & 7ii7 may1 to ! ext5t necess>y to c>ry out ?is *apt]1 be transf]r$ to & m]g$ by ! ,secret>y ) ! appropriations = sal>ies & exp5ses4 7c7 ,additional te*nical assi/ance ,9 addition to ! coord9ation & assi/ance describ$ 9 subsection 7a71 ! ,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 #bgg4 ,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 #bgf7;c7 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 ,sub*apt] ,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 ,coord9ation ( ,f$]al response & o!r additional te*nical assi/ance4 ,sec4 #bgg4 ,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 or 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+ #bjbh4 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 #bjbh4 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+ #bjbh4 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+ #bjbh2 & 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 #j4e p]c5t = te*nical assi/ance1 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 #bjbh4 7#c7 ,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+ #ej1jjj1jjj2 & 7ii7 by /rik+ #bjba & ins]t+ #bjbh2 & 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 #bjbh1 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 #bjbh1 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 #bjbf1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1jjj1jjj1jjj1 to rema9 available until exp5d$1 to c>ry out sub*apt] ,a ( *apt] #d ( title ,,ii ( ! ,trade ,act ( #aigd1 z add$ by section #acccja ( ?is ,act1 z add$ by subsection 7d74 7,b7 ,sal>ies & exp5ses ,( ! am\nts appropriat$ pursuant subp>agraph 7,a7 = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf1 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 #bjbf %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 #bjbh1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #a1cjj1jjj1jjj1 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$74 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 #bjjb ?r\gh #bjbh1 ! ,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 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 #bjbh1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj1 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 ,e #a ,provisions relat+ to ,pa?ways to ,heal? ,c>e]s #acdaja4 ,pa?ways to ,heal? ,c>e]s ,act 7a7 ,transition fund+ ,!re is appropriat$1 out ( any funds 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj to ! ,secret>y ( ,heal? & ,human ,s]vices to provide te*nical assi/ance & cov] adm9i/rative co/s associat$ ) implem5t+ section #bjga ( ! ,social ,security ,act 7z add$ by subsection 7b774 7b7 ,c>e] pa?ways ?r\gh heal? pr(ession opportunity grants ,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 pay well or 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 ,9 ! case ( an application = a grant "u ?is section = a demon/ration project describ$ 9 subsection 7c77#b77;,b77i77,i7-- 7,a7 a demon/ration t ! ,/ate 9 :i* ! demon/ration 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 processes1 waiv]s1 c]tificates1 & o!r opportunities to demon/rate rehabilitation to obta9 cr$5tials1 lic5sure1 & approval to "w 9 ! propos$ heal? c>e]s71 & a plan describ$ 9 ! application t w use a c>e] pa?way to assi/ p>ticipants ) su* a record 9 acquir+ cr$5tials1 lic5s+1 & employm5t 9 ! specifi$ c>e]s2 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 records2 7,c7 an id5tification ( promis+ innovations or be/ practices t c be us$ to provide ! tra9+2 7,d7 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 ( arre/ or conviction records c be hir$2 7,e7 a plan = recruit+ /ud5ts :o are eligible individuals into ! project2 & 7,f7 a plan = provid+ po/-employm5t support & ongo+ tra9+ z "p ( a c>e] pa?way "u ! project4 7#d7 ,9 ! case ( an application = a grant "u ?is section = a demon/ration project describ$ 9 subsection 7c77#b77;,b77i77,,ii7-- 7,a7 a description ( ! p>tn]%ips1 /rategic /aff hir+ decisions1 tailor$ program activities1 or o!r programmatic elem5ts ( ! project1 su* z tra9+ plans = d\las & o!r community heal? work]s & tra9+ plans = midwives & o!r alli$ heal? pr(essions1 t are design$ to support a c>e] pa?way 9 pregnancy1 bir?1 or po/-p>tum s]vices2 & 7,b7 a demon/ration t ! ,/ate 9 :i* ! demon/ration project is to be conduct$ recognizes d\las or midwives1 z ! case may be4 7#e7 ,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#f7 ,a plan = provid+ po/-employm5t support & ongo+ tra9+ z "p ( a c>e] pa?way "u ! project4 7#g7 ,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#h7 ,a c]tification by ! applicant t ! project developm5t includ$-- 7,a7 consultation ) a local work=ce developm5t bo>d e/abli%$ "u section #ajg ( ! ,work=ce ,innovation & ,opportunity ,act2 7,b7 consid]ation ( appr5tice%ip & pre-appr5tice%ip models regi/]$ "u ! ,act ( ,augu/ #af1 #aicg 7also kn[n z ! ,national ,appr5tice%ip ,act72 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#i7 ,a description ( ! availability & relevance ( rec5t labor m>ket in=mation & o!r p]t95t evid5ce ( 9-dem& jobs or work] %ortages4 7#aj7 ,a c]tification t ! applicant w directly provide or contract = ! tra9+ s]vices describ$ 9 ! application4 7#aa7 ,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 ,pref]5ces 9 consid]+ applications ,9 consid]+ applications = a grant "u ?is section1 ! ,secret>y %all give pref]5ce to-- 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>ds e/abli%$ "u section #ajg ( ! ,work=ce ,innovation & ,opportunity ,act2 & 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$2 7#e7 applications t include a commitm5t to provid+ project p>ticipants ) a ca% /ip5d or wage supplem5t2 & 7#f7 applications :i* h an em]g5cy ca% fund to assi/ project p>ticipants f9ancially 9 em]g5cy situations4 7c7 ,grants 7#a7 ,competitive grants 7,a7 ,grant au?ority 7i7 ,9 g5]al ,! ,secret>y may make a grant 9 accordance ) ?is p>agraph to an eligible entity ^: application = ! grant is approv$ by ! ,secret>y1 to conduct a project design$ to tra9 l[-income individuals = alli$ heal? pr(essions1 heal? in=mation te*nology1 physicians 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 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 ,/ate1 ! ,secret>y %all include t in=mation 9 ! report requir$ by subsection 7g77#b7 t cov]s ! fiscal ye>4 7,b7 ,gu>antee ( grants = indian populations ,f ! am\nt res]v$ "u subsection 7i77#b77;,b7 = ea* fiscal ye>1 ! ,secret>y %all aw>d a grant "u ?is p>agraph to at lea/ #aj eligible entities t are an ,indian tribe1 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 ,f ! am\nt res]v$ "u subsection 7i77#b77;,c7 = ea* fiscal ye>1 ! ,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 ,grants = demon/ration projects 7,a7 ,grant au?ority ,! ,secret>y %all make a grant 9 accordance ) ?is subsection to an eligible entity ^: application = ! grant is approv$ by ! ,secret>y1 to conduct a demon/ration project t meets ! requirem5ts ( subp>agraph 7,b74 7,b7 ,requirem5ts ,! requirem5ts ( ?is subp>agraph are ! foll[+3 7i7 ,type ( project ,! demon/ration project %all be ( #a ( ! foll[+ types3 7,i7 ,individuals ) arre/ or conviction records demon/ration ,! demon/ration project %all be ( a type design$ to provide education & tra9+ = eligible individuals ) arre/ or conviction records to ent] & foll[ a c>e] pa?way 9 ! heal? pr(essions ?r\gh occupations t pay well & are expect$ to exp]i5ce a labor %ortage or be 9 high dem&4 7,,ii7 ,pregnancy & *ildbir? c>e] pa?way demon/ration ,! demon/ration project %all be ( a type design$ to provide education & tra9+ = eligible individuals to ent] & foll[ a c>e] pa?way 9 ! field ( pregnancy1 *ildbir?1 po/-p>tum1 or *ildbir? & po/-p>tum1 9 a ,/ate t recognizes d\las or midwives & t provides paym5t = s]vices provid$ by d\las or midwives1 z ! case may be1 "u private or public heal? insurance plans4 7ii7 ,duration ,! demon/ration project %all be conduct$ = n less ?an #e ye>s4 7,c7 ,m9imum allocation ( funds = ea* type ( demon/ration project 7i7 ,individuals ) arre/ or conviction records demon/rations ,n less ?an #f1cge1jjj ( ! am\nts made available = grants "u ?is p>agraph %all be us$ to make grants = demon/ration projects ( ! type describ$ 9 subp>agraph 7,b77i77,i74 7ii7 ,pregnancy & *ildbir? c>e] pa?way demon/rations ,n less ?an #f1cge1jjj ( ! am\nts made available = grants "u ?is p>agraph %all be us$ to make grants = demon/ration projects ( ! type describ$ 9 subp>agraph 7,b77i77,,ii74 7#c7 ,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 7v7 ,9 ! case ( a demon/ration project ( ! type describ$ 9 subsection 7c77#b77;,b77i77,i71 access to legal assi/ance = project p>ticipants = ! purpose ( address+ arre/ or conviction records & associat$ work=ce b>ri]s4 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 & tra9+ mat]ials su* z books1 s(tw>e1 uni=ms1 %oes1 & 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>d e/abli%$ "u section #ajg ( ! ,work=ce ,innovation & ,opportunity ,act71 :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$s ( ,indian tribes1 tribal organizations1 & tribal colleges & univ]sities2 7,d7 t is tailor$ to meet ! specific ne$s ( ! t]ritories2 7,e7 t is tailor$ to meet ! specific ne$s ( eligible entities 9 c>ry+ out demon/ration projects = :i* a grant is made "u ?is section2 & 7,f7 to facilitate ! ex*ange ( in=mation among eligible entities reg>d+ be/ practices & promis+ practices us$ 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 ( demon/ration projects 7#a7 ,9 g5]al ,! ,secret>y %all1 by grant1 contract1 or int]ag5cy agreem5t1 conduct rigor\s & well-design$ evaluations ( ! demon/ration projects = :i* a grant is made "u ?is section4 7#b7 ,requirem5t applicable to individuals ) arre/ or conviction records demon/ration ,9 ! case ( a project ( ! type describ$ 9 subsection 7c77#b77;,b77i77,i71 ! 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$s ( ! work=ce4 7#c7 ,requirem5t applicable to pregnancy & *ildbir? c>e] pa?way demon/ration ,9 ! case ( a project ( ! type describ$ 9 subsection 7c77#b77;,b77i77,,ii71 ! 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$s ( ! bir?1 pregnancy1 & po/-p>tum work=ce4 7#d7 ,rule ( int]pretation ,evaluations conduct$ pursuant to ?is subsection may include a r&omiz$ controll$ trial1 b ?is subsection %all n be int]pret$ to require an evaluation to include su* a trial4 7g7 ,reports 7#a7 ,to ! ,secret>y ,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 ,ea* su* report %all include data on p>ticipant outcomes relat$ to e>n+s1 employm5t 9 heal? pr(essions1 graduation rate1 graduation timel9ess1 cr$5tial atta9m5t1 p>ticipant demographics1 & o!r data specifi$ by ! ,secret>y4 7#b7 ,to ! ,congress ,dur+ ea* ,congress1 ! ,secret>y %all submit to ! ,committee on ,ways & ,means ( ! ,h\se ( ,repres5tatives & ! ,committee on ,f9ance ( ! ,s5ate a report-- 7,a7 on ! demographics ( ! p>ticipants 9 ! projects = :i* a grant is made "u ?is section2 7,b7 on ! rate ( :i* project p>ticipants complet$ all activities "u ! projects2 7,c7 on ! employm5t cr$5tials acquir$ by project p>ticipants2 7,d7 on ! employm5t ( project p>ticipants on completion ( activities "u ! projects1 & ! e>n+s ( project p>ticipants at entry into employm5t2 7,e7 on be/ practices & promis+ practices us$ 9 ! projects2 7,f7 on ! nature ( any te*nical assi/ance provid$ to grantees "u ?is section2 7,g7 on1 ) respect to ! p]iod s9ce ! p]iod cov]$ 9 ! mo/ rec5t prior report submitt$ "u ?is p>agraph-- 7i7 ! numb] ( applications submitt$ "u ?is section1 ) a sep>ate /atem5t ( ! numb] ( applications ref]r$ to 9 subsection 7b77#e72 7ii7 ! numb] ( applications t 7 approv$1 ) a sep>ate /atem5t ( ! numb] ( su* applications ref]r$ to 9 subsection 7b77#e72 & 7iii7 a description ( h[ grants 7 made 9 any case describ$ 9 ! la/ s5t5ce ( subsection 7c77#a77;,a77ii72 & 7,h7 t includes an assessm5t ( ! effectiv5ess ( ! projects ) respect to address+ heal? pr(essions work=ce %ortages or 9-dem& jobs4 7h7 ,def9itions ,9 ?is section3 7#a7 ,alli$ heal? pr(ession ,! t]m alli$ heal? pr(ession has ! mean+ giv5 9 section #gii;,b7#e7 ( ! ,public ,heal? ,s]vice ,act4 7#b7 ,c>e] pa?way ,! t]m c>e] pa?way has ! mean+ giv5 t t]m 9 section #c7g7 ( ! ,work=ce ,innovation & ,opportunity ,act4 7#c7 ,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#d7 ,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 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 demon/ration project ( ! type provid$ = 9 subsection 7c77#b77;,b77i77,,ii7 ( ?is section1 an entity recogniz$ by a ,/ate1 ,indian tribe1 or 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#e7 ,eligible individual ,! t]m eligible individual means an individual ^: family income does n exce$ #bjj p]c5t ( ! ,f$]al pov]ty level4 7#f7 ,f$]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$74 7#g7 ,indian tribe2 tribal organization ,! t]ms ,indian tribe & tribal organization h ! mean+ giv5 ! t]ms 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #dej;b74 7#h7 ,in/itution ( high] education ,! t]m in/itution ( high] education has ! mean+ giv5 ! t]m 9 section #aja or #ajb7;a77#a77;,b7 ( ! ,high] ,education ,act ( #aife4 7#i7 ,t]ritory ,! t]m t]ritory means ! ,commonweal? ( ,pu]to ,rico1 ! ,unit$ ,/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 7i7 ,fund+ 7#a7 ,9 g5]al ,out ( any funds 9 ! ,treasury ( ! ,unit$ ,/ates n o!rwise appropriat$1 !re are appropriat$ to ! ,secret>y to c>ry out ?is section #dbe1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbf4 7#b7 ,allocation ( funds ,( ! am\nt appropriat$ = a fiscal ye> "u p>agraph 7#a7 ( ?is subsection-- 7,a7 #cah1gej1jjj %all be available = grants "u subsection 7c77#a77;,a72 7,b7 #ag1jjj1jjj %all be res]v$ = grants "u subsection 7c77#a77;,b72 7,c7 #ba1bej1jjj %all be res]v$ = grants "u subsection 7c77#a77;,c72 7,d7 #be1ejjj1jjj %all be available = demon/ration project grants "u subsection 7c77#b72 7,e7 #be1ejj1jjj1 plus all am\nts ref]r$ to 9 subp>agraphs 7,a7 ?r\gh 7,d7 ( ?is p>agraph t rema9 unus$ aft] all grant aw>ds are made = ! fiscal ye>1 %all be available = ! provision ( te*nical assi/ance & associat$ /aff+2 & 7,f7 #ag1jjj1jjj %all be available = /udy+ ! effects ( ! demon/ration & non-demon/ration projects = :i* a grant is made "u ?is section1 & = associat$ /aff+1 = ! purpose ( support+ ! rigor\s evaluation ( ! demon/ration projects1 & support+ ! cont9u$ /udy ( ! %ort-1 m$ium-1 & long-t]m effects ( all su* projects1 includ+ ! effectiv5ess ( new or add$ elem5ts ( ! non-demon/ration projects4 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$1 !re is appropriat$ to ! ,secret>y = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe-- 7#a7 #cib1jjj1jjj;= grants "u subsection 7b77#a72 & 7#b7 #h1jjj1jjj = 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 or 7,f7 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$1 !re are appropriat$ to ! ,secret>y #h1jjj1jjj = 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$1 !re are appropriat$ to ! ,secret>y = ea* ( fiscal ye>s #bjbc ?r\gh #bjbe-- 7,a7 #cib1jjj1jjj = grants to ,/ates "u ?is subsection2 & 7,b7 #h1jjj1jjj = 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$1 !re are appropriat$ to ! ,secret>y #ge1jjj1jjj = 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$1 !re are appropriat$ to ! ,secret>y to c>ry out ?is subsection-- 7,a7 #bb1ejj1jjj = fiscal ye> #bjbc2 & 7,b7 #cj1jjj1jjj = 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$1 !re are appropriat$ to ! ,secret>y #cj1jjj1jjj = 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$1 !re are appropriat$ to ! ,secret>y #ejj1jjj1jjj = fiscal ye> #bjbb1 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$1 !re are appropriat$ to ! ,secret>y #bej1jjj1jjj1 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$1 !re are appropriat$ to ! ,secret>y ( ,heal? & ,human ,s]vices #e1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbe 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 7#db ,u4,s4,c4 #acigl et seq47 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 #c ,skill$ nurs+ facilities #acdcja4 ,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 & 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;,i7g72 & 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 ,fiscal ye>s #bjbf ?r\gh #bjca ,!re is appropriat$ to ! ,secret>y1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 #ej1jjj1jjj = ! p]iod ( fiscal ye>s #bjbf ?r\gh #bjca = purposes ( c>ry+ out ?is p>agraph4 2 & 7#b7 9 subsection 7e77#f77;,a7-- 7,a7 9 ! head]1 by /rik+ = failure to report2 & 7,b7 9 clause 7i7-- 7i7 by /rik+ ,= fiscal ye>s & ins]t+ ! foll[+3 7,i7 ,failure to report ,= fiscal ye>s 2 & 7ii7 by add+ at ! end ! foll[+ new subclause3 7,,ii7 ,report+ ( inaccurate in=mation ,= fiscal ye>s dur+ ! p]iod beg9n+ ) fiscal ye> #bjbe & end+ ) fiscal ye> #bjca1 9 ! case ( a skill$ 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$uce su* p]c5tage = paym5t rates dur+ su* fiscal ye> by #b p]c5tage po9ts4 4 #acdcjb4 ,ensur+ accurate in=mation on co/ reports ,section #ahhh7;f7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieyy7f77 is am5d$ 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> #bjbc to rema9 available until exp5d$1 = purposes ( conduct+ an annual audit 7beg9n+ ) #bjbb & end+ ) #bjca7 ( co/ reports submitt$ "u ?is title = a repres5tative sample ( skill$ nurs+ facilities4 4 #acdcjc4 ,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$1 #cbe1jjj1jjj1 = ! p]iod ( fiscal ye>s #bjbb ?r\gh #bjca1 = purposes (-- 7,a7 conduct+ reviews & id5tify+ plans "u p>agraph 7#b72 & 7,b7 provid+ tra9+1 tools1 te*nical assi/ance1 & f9ancial support 9 accordance ) p>agraph 7#c74 7#b7 ,review ,! ,secret>y %all conduct reviews1 dur+ ! p]iod specifi$ 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 ,! appropriat5ess ( ! scop+ & sub/antiation ( cit$ defici5cies at facilities4 7,d7 ,! accuracy ( ! id5tification & appropriat5ess ( ! scop+ ( life safety1 infection control1 & em]g5cy prep>$ness defici5cies at facilities4 7,e7 ,! timel9ess ( ,/ate ag5cy inve/igations (-- 7i7 compla9ts at facilities2 & 7ii7 report$ 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 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 #acdcjd4 ,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$1 #ej1jjj1jjj = ! p]iod ( fiscal ye>s #bjbb ?r\gh #bjca = purposes ( c>ry+ out ?is p>agraph4 7,b7 ,/udy ,n lat] ?an #c ye>s aft] ! date ( ! enactm5t ( ?is p>agraph1 & n less frequ5tly ?an once e #e ye>s !reaft]1 ! ,secret>y %all1 out ( funds appropriat$ "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 #b ye>s 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$iate families ( ! waiv]4 7,,ii7 ,r5ewal ,any waiv] 9 effect "u ?is clause %all be subject to annual r5ewal4 7iii7 ,update ,n lat] ?an #b ye>s aft] ! submission ( ea* subsequ5t report "u subp>agraph 7,b71 ! ,secret>y %all1 out ( funds appropriat$ "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 #d ,m$ic>e d5tal1 he>+1 & vision cov]age #acddja4 ,provid+ cov]age = d5tal & oral heal? c>e "u ! ,m$ic>e program 7a7 ,cov]age ,section #ahfa7s77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#b77 is am5d$-- 7#a7 9 subp>agraph 7,,gg71 by /rik+ & aft] ! semicolon at ! end2 7#b7 9 subp>agraph 7,,hh71 by /rik+ ! p]iod at ! end & add+ 2 &2 & 7#c7 by add+ at ! end ! foll[+ new subp>agraph3 7,,ii7 d5tal & oral heal? s]vices 7z def9$ 9 subsection 7lll772 4 7b7 ,d5tal & oral heal? s]vices def9$ ,section #ahfa ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7lll7 ,d5tal & oral heal? s]vices 7#a7 ,9 g5]al ,! t]m d5tal & oral heal? s]vices means items & s]vices 7o!r ?an su* items & s]vices = :i* paym5t may be made "u "p ,a z inpati5t hospital s]vices7 t are furni%$ dur+ #bjbh or a subsequ5t ye>1 = :i* cov]age 0 n provid$ "u "p ,b z ( ! date ( ! enactm5t ( ?is subsection1 & t are-- 7,a7 ! prev5tive & scre5+ s]vices describ$ 9 p>agraph 7#b7 furni%$ by a doctor ( d5tal surg]y or ( d5tal m$ic9e 7z describ$ 9 subsection 7r77#b77 or an oral heal? pr(essional 7z def9$ 9 p>agraph 7#d772 or 7,b7 ! basic treatm5ts specifi$ = su* ye> by ! ,secret>y pursuant to p>agraph 7#c77;,a7 & ! major treatm5ts specifi$ = su* ye> by ! ,secret>y pursuant to p>agraph 7#c77;,b7 furni%$ by su* a doctor or su* a pr(essional4 7#b7 ,prev5tive & scre5+ s]vices ,! prev5tive & scre5+ s]vices describ$ 9 ?is p>agraph are ! foll[+3 7,a7 ,oral exams4 7,b7 ,d5tal clean+s4 7,c7 ,d5tal x-rays p]=m$ 9 ! (fice ( a doctor or pr(essional describ$ 9 p>agraph 7#a77;,a74 7,d7 ,fluoride treatm5ts4 7#c7 ,basic & major treatm5ts ,= #bjbh & ea* subsequ5t ye>1 ! ,secret>y %all specify-- 7,a7 basic treatm5ts 7:i* may include basic too? re/orations1 basic p]iodontal s]vices1 too? extractions1 & oral disease managem5t s]vices72 & 7,b7 major treatm5ts 7:i* may include major too? re/orations1 major p]iodontal s]vices1 bridges1 cr[ns1 & root canals72 t %all be includ$ z d5tal & oral heal? s]vices = su* ye>4 7#d7 ,oral heal? pr(essional ,! t]m oral heal? pr(essional means1 ) respect to d5tal & oral heal? s]vices1 a heal? pr(essional 7o!r ?an a doctor ( d5tal surg]y or ( d5tal m$ic9e 7z describ$ 9 subsection 7r77#b777 :o is lic5s$ to furni% su* s]vices1 act+ )9 ! scope ( su* lic5se1 by ! ,/ate 9 :i* su* s]vices are furni%$4 4 7c7 ,paym5t2 co9surance2 & limitations 7#a7 ,9 g5]al ,section #ahcc7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciel7a77#a77 is am5d$-- 7,a7 9 subp>agraph 7,n71 by ins]t+ & d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll77 aft] section #ahfa7;hhh77#a772 7,b7 by /rik+ & be=e 7,,dd72 & 7,c7 by ins]t+ be=e ! semicolon at ! end ! foll[+3 & 7,,ee7 ) respect to d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll771 ! am\nt paid %all be ! paym5t am\nt specifi$ "u section #ahcd7z74 7#b7 ,paym5t & limits specifi$ ,section #ahcd ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7z7 ,paym5t & limits = d5tal & oral heal? s]vices 7#a7 ,9 g5]al ,! paym5t am\nt "u ?is "p = d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll77 %all be1 subject to p>agraph 7#c71 ! applicable p]c5t 7specifi$ 9 p>agraph 7#b77 ( ! less] (-- 7,a7 ! actual *>ge = ! s]vice2 or 7,b7 ! am\nt det]m9$ "u ! paym5t basis det]m9$ "u section #ahdh = ! s]vice1 or1 9 lieu ( su* am\nt1 if det]m9$ appropriate by ! ,secret>y1 an am\nt specifi$ by ! ,secret>y = su* s]vice "u a fee s*$ule det]m9$ appropriate by ! ,secret>y1 tak+ into acc\nt fee s*$ules = su* s]vices-- 7i7 "u ! ,,tric>e program "u *apt] #ee ( title #aj ( ! ,unit$ ,/ates ,code2 7ii7 "u ! heal? insurance program "u *apt] #hi ( title #e ( su* ,code2 7iii7 "u ,/ate plans 7or waiv]s ( su* plans7 "u title ,,xix2 7iv7 "u ,m$ic>e ,advantage plans "u "p ,c2 7v7 e/abli%$ by ! ,secret>y ( ,vet]ans ,affairs2 & 7vi7 e/abli%$ by o!r heal? c>e pay]s4 7#b7 ,applicable p]c5t ,= purposes ( p>agraph 7#a71 ! applicable p]c5t specifi$ 9 ?is p>agraph is1 ) respect to d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll77 furni%$ 9 a ye>-- 7,a7 t are prev5tive & scre5+ s]vices describ$ 9 p>agraph 7#b7 or basic treatm5ts specifi$ = su* ye> pursuant to p>agraph 7#c77;,a7 ( su* section1 #hj p]c5t2 & 7,b7 t are major treatm5ts specifi$ = su* ye> pursuant to p>agraph 7#c77;,b7 ( su* section-- 7i7 9 ! case su* s]vices are furni%$ dur+ #bjbh1 #aj p]c5t2 7ii7 9 ! case su* s]vices are furni%$ dur+ #bjbi or a subsequ5t ye> be=e #bjcb1 ! applicable p]c5t specifi$ "u ?is subp>agraph = ! previ\s ye>1 increas$ by #aj p]c5tage po9ts2 & 7iii7 9 ! case su* s]vices are furni%$ dur+ #bjcb or a subsequ5t ye>1 #ej p]c5t4 7#c7 ,limitations ,) respect to d5tal & oral heal? s]vices t are-- 7,a7 prev5tive & scre5+ oral exams1 paym5t may be made "u ?is "p = n m ?an two su* exams dur+ a #ab-mon? p]iod2 7,b7 d5tal clean+s1 paym5t may be made "u ?is "p = n m ?an two su* clean+s dur+ a #ab-mon? p]iod2 & 7,c7 n describ$ 9 subp>agraph 7,a7 or 7,b71 paym5t may be made "u ?is "p only at su* frequ5cies & "u su* circum/ances det]m9$ appropriate by ! ,secret>y4 7#d7 ,use ( bundl$ paym5ts ,! ,secret>y may make paym5t = d5tures & associat$ pr(essional s]vices1 & = any o!r d5tal & oral heal? s]vices1 z bundl$ paym5ts z ! ,secret>y det]m9es appropriate4 7#e7 ,limitation on judicial review ,!re %all be no adm9i/rative or judicial review "u section #ahfi or o!rwise (-- 7,a7 ! det]m9ation ( paym5t am\nts "u ?is subsection = d5tal & oral heal? s]vices & "u subsection 7h77#f7 or subsection 7z77#d7 = d5tures2 7,b7 ! det]m9ation ( :at s]vices are basic & major s]vices "u subp>agraphs 7,a7 & 7,b7 ( section #ahfa7lll77#c72 or 7,c7 ! det]m9ation ( ! frequ5cy & circum/ance limitations = d5tal & oral heal? s]vices "u p>agraph 7#c77;,c74 4 7d7 ,paym5t "u physician fee s*$ule 7#a7 ,9 g5]al ,section #ahdh7;j77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#d7;j77#c77 is am5d$ by ins]t+ 7#b77;,,ii71 be=e 7#c74 7#b7 ,exclusion f ,,mips ,section #ahdh7q77#a77;,c77ii7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#d7q77#a77;,c77ii77 is am5d$-- 7,a7 9 subclause 7,,ii71 by /rik+ or at ! end2 7,b7 9 subclause 7,,iii71 by /rik+ ! p]iod at ! end & ins]t+ 2 or2 & 7,c7 by add+ at ! end ! foll[+ new subclause3 7,,iv7 ) respect to #bjbh & ea* subsequ5t ye>1 is a doctor ( d5tal surg]y or ( d5tal m$ic9e 7z describ$ 9 section #ahfa7r77#b77 or is an oral heal? pr(essional 7z def9$ 9 section #ahfa7lll77#d774 4 7#c7 ,inclusion ( oral heal? pr(essionals z c]ta9 practition]s ,section #ahdb7;b77#ah77;,c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieu7b77#ah77;,c77 is am5d$ by add+ at ! end ! foll[+ new clause3 7vii7 ,) respect to #bjbh & ea* subsequ5t ye>1 an oral heal? pr(essional 7z def9$ 9 section #ahfa7lll77#d774 4 7e7 ,d5tures 7#a7 ,9 g5]al ,section #ahfa7s77#h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#h77 is am5d$-- 7,a7 by /rik+ 7o!r ?an d5tal72 & 7,b7 by ins]t+ & exclud+ d5tal1 except = a full or p>tial set ( d5tures 7z describ$ 9 section #ahcd7;h77#f77 furni%$ on or aft] ,janu>y #a1 #bjbh aft] colo/omy c>e4 7#b7 ,special paym5t rules 7,a7 ,limitations ,section #ahcd7;h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h77 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,special paym5t rule = d5tures ,paym5t may be made "u ?is "p ) respect to an individual = d5tures-- 7,a7 n m ?an once dur+ any #e-ye> p]iod 7except 9 ! case t a doctor describ$ 9 section #ahfa7lll77#a77;,a7 det]m9es su* d5tures d n fit ! individual72 & 7,b7 only to ! ext5t t su* d5tures are furni%$ pursuant to a writt5 ord] ( su* a doctor or pr(essional4 4 7,b7 ,application ( competitive acquisition 7i7 ,9 g5]al ,section #ahcd7;h77#a77;,h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h77#a77;,h77 is am5d$-- 7,i7 9 ! subp>agraph head+1 by ins]t+ 1 d5tures aft] or?otics2 7,,ii7 by ins]t+ 1 ( d5tures describ$ 9 p>agraph 7#b77;,d7 ( su* section1 aft] #bjaa12 & 7,,iii7 9 clause 7i71 by ins]t+ 1 su* d5tures aft] or?otics4 7ii7 ,con=m+ am5dm5t ,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 ,d5tures ,d5tures describ$ 9 section #ahfa7s77#h7 = :i* paym5t w\ld o!rwise be made "u section #ahcd7;h74 4 7iii7 ,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 d5tures ,^? 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 7f7 ,exclusion modifications ,section #ahfb7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciey7a77 is am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 9 subp>agraph 7,o71 by /rik+ & at ! end2 7,b7 9 subp>agraph 7,p71 by /rik+ ! semicolon at ! end & ins]t+ 1 &2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraph3 7,q7 9 ! case ( d5tal & oral heal? s]vices 7z def9$ 9 section #ahfa7lll77 t are prev5tive & scre5+ s]vices describ$ 9 p>agraph 7#b7 ( su* section1 :i* are furni%$ m frequ5tly ?an provid$ "u section #ahcd7z77#c7 or "u circum/ances o!r ?an circum/ances det]m9$ appropriate "u subp>agraph 7,c7 ( su* section2 2 & 7#b7 9 p>agraph 7#ab71 by ins]t+ be=e ! semicolon at ! end ! foll[+3 & except t paym5t may be made "u "p ,b = d5tal & oral heal? s]vices t are cov]$ "u section #ahfa7s77#b77;,,ii7 & = d5tures "u section #ahfa7s77#h74 7g7 ,c]ta9 non-application 7#a7 ,9 g5]al ,p>agraphs 7#a7 & 7#d7 ( section #ahci7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acier7a77 are am5d$ by add+ at ! end ( ea* su* p>agraphs ! foll[+3 ,9 apply+ ?is p>agraph !re %all n be tak5 into acc\nt b5efits & adm9i/rative co/s attributable to ! am5dm5ts made by section #acddja 7o!r ?an subsection 7g77 ( ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad & ! ,gov]nm5t contribution "u section #ahdd7;a77#e74 7#b7 ,paym5t ,section #ahdd7;a7 ( su* ,act 7#db ,u4,s4,c4 #aciew7a77 is am5d$-- 7,a7 9 p>agraph 7#d71 by /rik+ ! p]iod at ! end & ins]t+ 2 plus2 7,b7 by add+ at ! end ! foll[+ new p>agraph3 7#e7 a ,gov]nm5t contribution equal to ! am\nt t is e/imat$ to be payable = b5efits & relat$ adm9i/rative co/s incurr$ t are attributable to ! am5dm5ts made by section #acddja 7o!r ?an subsection 7g77 ( ! ,an ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad4 2 & 7,c7 9 ! flu% matt] at ! end1 by /rik+ p>agraph 7#d7 & ins]t+ p>agraphs 7#d7 & 7#e74 7h7 ,implem5tation 7#a7 ,fund+ 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 ! ,secret>y ( ,heal? & ,human ,s]vices 79 ?is subsection ref]r$ to z ! ,secret>y7 %all provide = ! transf] f ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund "u section #ahda ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciet7 to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices ,program ,managem5t ,acc\nt (-- 7i7 #bj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbh = purposes ( implem5t+ ! am5dm5ts made by ?is section2 & 7ii7 su* sums z det]m9$ appropriate by ! ,secret>y = ea* subsequ5t fiscal ye> = purposes ( adm9i/]+ ! provisions ( su* am5dm5ts4 7,b7 ,availability & additional use ( funds ,funds transf]r$ pursuant to subp>agraph 7,a7 %all rema9 available until exp5d$ & may be us$1 9 addition to ! purpose specifi$ 9 subp>agraph 7,a77i71 to implem5t ! am5dm5ts made by sections #acddjb & #acddjc4 7#b7 ,adm9i/ration ,not)/&+ any o!r provision ( law1 ! ,secret>y may implem5t1 by program in/ruction or o!rwise1 any ( ! provisions (1 or am5dm5ts made by1 ?is section4 7#c7 ,pap]work ,r$uction ,act ,*apt] #ce ( title #dd1 ,unit$ ,/ates ,code1 %all n apply to ! provisions (1 or ! am5dm5ts made by1 ?is section4 #acddjb4 ,provid+ cov]age = he>+ c>e "u ! ,m$ic>e program 7a7 ,provision ( aural rehabilitation & treatm5t s]vices by qualifi$ audiologi/s ,section #ahfa7ll77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7ll77#c77 is am5d$ by ins]t+ 7&1 beg9n+ ,octob] #a1 #bjbc1 su* aural rehabilitation & treatm5t s]vices7 aft] assessm5t s]vices4 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] ,octob] #a1 #bjbc1 to individuals diagnos$ ) pr(\nd or sev]e he>+ loss be=e ! semicolon at ! end4 7#b7 ,paym5t limitations = he>+ aids ,section #ahcd7;h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h771 z am5d$ by section #acddja7;e77#b77;,a71 is fur!r am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,limitations = he>+ aids 7,a7 ,9 g5]al ,paym5t may be made "u ?is "p ) respect to an individual1 ) respect to he>+ aids furni%$ on or aft] ,octob] #a1 #bjbc-- 7i7 n m ?an once dur+ a #e-ye> p]iod2 7ii7 only = types ( su* he>+ aids t are n ov]-!-c\nt] he>+ aids 7z def9$ 9 section #ebj7q77#a7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act7 & t are det]m9$ appropriate by ! ,secret>y2 & 7iii7 only if furni%$ pursuant to a writt5 ord] ( a physician or qualifi$ audiologi/ 7z def9$ 9 section #ahfa7ll77#d77;,b774 7,b7 ,limitation on judicial review ,!re %all be no adm9i/rative or judicial review "u section #ahfi or o!rwise (-- 7i7 ! det]m9ation ( ! types ( he>+ aids paid = "u subp>agraph 7,a77ii72 or 7ii7 ! det]m9ation ( fee s*$ule rates = he>+ aids describ$ 9 ?is p>agraph4 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;,h771 z am5d$ by section #acddja7;e77#b77;,b77i71 is fur!r am5d$-- 7i7 9 ! head]1 by ins]t+ 1 he>+ aids aft] d5tures2 7ii7 by ins]t+ 1 ( he>+ aids describ$ 9 p>agraph 7#b77;,e7 ( su* section1 aft] p>agraph 7#b77;,d7 ( su* section2 & 7iii7 9 clause 7i71 by ins]t+ 1 su* he>+ aids aft] su* d5tures4 7,b7 ,con=m+ am5dm5t 7i7 ,9 g5]al ,section #ahdg7;a77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c7;a77#b771 z am5d$ by section #acddja7;e77#b77;,b77ii71 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,e7 ,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#g771 z am5d$ by section #acddja7;e77#b77;,b77iii71 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,c]ta9 he>+ aids ,^? items & s]vices describ$ 9 p>agraph 7#b77;,e7 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 ( audiologi/s 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 z am5d$ by section #acddja7;d77#d71 is fur!r am5d$ by add+ at ! end ! foll[+ new clause3 7viii7 ,beg9n+ ,octob] #a1 #bjbc1 a qualifi$ audiologi/ 7z def9$ 9 section #ahfa7ll77#d77;,b774 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 ,c]ta9 non-application 7#a7 ,9 g5]al ,! la/ s5t5ce ( section #ahci7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acier7a77#a771 z add$ by section #acddja7;g77#a71 is am5d$ by /rik+ section #acddja 7o!r ?an subsection 7g77 & ins]t+ sections #acddja 7o!r ?an subsection 7g771 #acddjb 7o!r ?an subsection 7d774 7#b7 ,paym5t ,p>agraph 7#d7 ( section #ahdd7;a7 ( su* ,act 7#db ,u4,s4,c4 #aciew7a771 z add$ by section #acddja7;g77#b71 is am5d$ by /rik+ section #acddja 7o!r ?an subsection 7g77 & ins]t+ sections #acddja 7o!r ?an subsection 7g771 #acddjb 7o!r ?an subsection 7d774 7e7 ,implem5tation 7#a7 ,fund+ 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 ! ,secret>y ( ,heal? & ,human ,s]vices 79 ?is subsection ref]r$ to z ! ,secret>y7 %all provide = ! transf] f ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund "u section #ahda ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciet7 to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices ,program ,managem5t ,acc\nt (-- 7i7 #bj1jjj1jjj = ea* ( fiscal ye>s #bjbb ?r\gh #bjbc = purposes ( implem5t+ ! am5dm5ts made by ?is section2 & 7ii7 su* sums z det]m9$ appropriate by ! ,secret>y = ea* subsequ5t fiscal ye> = purposes ( adm9i/]+ ! provisions ( su* am5dm5ts4 7,b7 ,availability & additional use ( funds ,funds transf]r$ pursuant to subp>agraph 7,a7 %all rema9 available until exp5d$ & may be us$1 9 addition to ! purpose specifi$ 9 subp>agraph 7,a77i71 to implem5t ! am5dm5ts made by sections #acddja & #acddjc4 7#b7 ,adm9i/ration ,not)/&+ any o!r provision ( law1 ! ,secret>y may implem5t1 by program in/ruction or o!rwise1 any ( ! provisions (1 or am5dm5ts made by1 ?is section4 7#c7 ,pap]work ,r$uction ,act ,*apt] #ce ( title #dd1 ,unit$ ,/ates ,code1 %all n apply to ! provisions (1 or ! am5dm5ts made by1 ?is section4 #acddjc4 ,provid+ cov]age = vision c>e "u ! ,m$ic>e program 7a7 ,cov]age ,section #ahfa7s77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#b771 z am5d$ by section #acddja7;a71 is fur!r am5d$-- 7#a7 9 subp>agraph 7,,hh71 by /rik+ & aft] ! semicolon at ! end2 7#b7 9 subp>agraph 7,,ii71 by /rik+ ! p]iod at ! end & add+ 2 &2 & 7#c7 by add+ at ! end ! foll[+ new subp>agraph3 7,,jj7 vision s]vices 7z def9$ 9 subsection 7mmm772 4 7b7 ,vision s]vices def9$ ,section #ahfa ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex71 z am5d$ by section #acddja7;b71 is fur!r am5d$ by add+ at ! end ! foll[+ new subsection3 7mmm7 ,vision s]vices ,! t]m vision s]vices means-- 7#a7 r\t9e eye exam9ations to det]m9e ! refractive /ate ( ! eyes1 includ+ proc$ures p]=m$ dur+ ! c\rse ( su* exam9ation2 & 7#b7 contact l5s fitt+ s]vices2 furni%$ on or aft] ,octob] #a1 #bjbb1 by or "u ! direct sup]vision ( an oph?almologi/ or optometri/ :o is legally au?oriz$ to furni% su* exam9ations1 proc$ures1 or fitt+ s]vices 7z applicable7 "u ,/ate law 7or ! ,/ate regulatory me*anism provid$ by ,/ate law7 ( ! ,/ate 9 :i* ! exam9ations1 proc$ures1 or fitt+ s]vices are furni%$4 4 7c7 ,paym5t limitations ,section #ahcd ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem71 z am5d$ by section #acddja7;c77#b71 is fur!r am5d$ by add+ at ! end ! foll[+ new subsection3 7aa7 ,limitation = vision s]vices ,) respect to vision s]vices 7z def9$ 9 section #ahfa7mmm77 & an individual1 paym5t may be made "u ?is "p = only #a r\t9e eye exam9ation describ$ 9 p>agraph 7#a7 ( su* section & #a contact l5s fitt+ s]vice describ$ 9 p>agraph 7#b7 ( su* section dur+ a #b-ye> p]iod4 4 7d7 ,paym5t "u physician fee s*$ule ,section #ahdh7;j77#c7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#d7;j77#c771 z am5d$ by section #acddja7;d77#a71 is fur!r am5d$ by ins]t+ 7#b77;,,jj71 be=e 7#c74 7e7 ,cov]age ( conv5tional eyeglasses & contact l5ses 7#a7 ,9 g5]al ,section #ahfa7s77#h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciex7s77#h771 z am5d$ by section #acddjb7;b77#a71 is fur!r am5d$ by /rik+ 1 & includ+ "o pair ( conv5tional eyeglasses or contact l5ses furni%$ subsequ5t to ea* cat>act surg]y ) ins]tion ( an intraocul> l5s & ins]t+ 1 includ+ "o pair ( conv5tional eyeglasses or contact l5ses furni%$ subsequ5t to ea* cat>act surg]y ) ins]tion ( an intraocul> l5s1 if furni%$ be=e ,octob] #a1 #bjbb1 & includ+ conv5tional eyeglasses or contact l5ses 7z describ$ 9 section #ahcd7;h77#h771 :e!r or n furni%$ subsequ5t to su* a surg]y1 if furni%$ on or aft] ,octob] #a1 #bjbb4 7#b7 ,con=m+ am5dm5t ,section #ahdb7;b77#aa77;,a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acieu7b77#aa77;,a77 is am5d$ by ins]t+ furni%$ prior to ,octob] #a1 #bjbb1 aft] relat+ to !m14 7f7 ,special paym5t rules = eyeglasses & contact l5ses 7#a7 ,limitations ,section #ahcd7;h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h771 z am5d$ by section #acddja7;e77#b77;,a7 & section #acddjb7;b77#b71 is fur!r am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,paym5t limitations = eyeglasses & contact l5ses 7,a7 ,9 g5]al ,) respect to eyeglasses & contact l5ses furni%$ to an individual on or aft] ,octob] #a1 #bjbb1 subject to subp>agraph 7,b71 paym5t may be made "u ?is "p only-- 7i7 dur+ a #b-ye> p]iod1 = ei!r #a pair ( eyeglasses 7includ+ l5ses & frames7 or n m ?an a #b-ye> supply ( contact l5ses2 7ii7 ) respect to am\nts attributable to ! l5ses & frames ( su* a pair ( eyeglasses or am\nts attributable to su* a #b-ye> supply ( contact l5ses1 9 an am\nt n great] ?an-- 7,i7 = a pair ( eyeglasses furni%$ 91 or a #b-ye> supply ( contact l5ses beg9n+ 91 #bjbb-- 7aa7 #he = ! l5ses ( su* pair ( eyeglasses & #he = ! frames ( su* pair ( eyeglasses2 or 7bb7 #he = su* #b-ye> supply ( contact l5ses2 & 7,,ii7 = ! l5ses & frames ( a pair ( eyeglasses furni%$ 91 or a #b-ye> supply ( contact l5ses beg9n+ 91 a subsequ5t ye>1 ! doll> am\nts specifi$ "u ?is subp>agraph = ! previ\s ye>1 increas$ by ! p]c5tage *ange 9 ! consum] price index = all urban consum]s 7,unit$ ,/ates city av]age7 = ! #ab-mon? p]iod end+ ) ,june ( ! previ\s ye>2 7iii7 if furni%$ pursuant to a writt5 ord] ( a physician describ$ 9 section #ahfa7lll72 & 7iv7 if dur+ ! #b-ye> p]iod describ$ 9 clause 7i71 ! individual did n already receive 7z describ$ 9 subp>agraph 7,b77 "o pair ( conv5tional eyeglasses or contact l5ses subsequ5t to a cat>act surg]y ) ins]tion ( an intraocul> l5s furni%$ dur+ su* p]iod4 7,b7 ,exception ,) respect to a #b-ye> p]iod describ$ 9 subp>agraph 7,a77i71 9 ! case ( an individual :o receives cat>act surg]y ) ins]tion ( an intraocul> l5s1 not)/&+ subp>agraph 7,a71 paym5t may be made "u ?is "p = "o pair ( conv5tional eyeglasses or contact l5ses furni%$ subsequ5t to su* cat>act surg]y dur+ su* p]iod4 7,c7 ,limitation on judicial review ,!re %all be no adm9i/rative or judicial review "u section #ahfi or o!rwise (-- 7i7 ! det]m9ation ( ! types ( eyeglasses & contact l5ses cov]$ "u ?is p>agraph2 or 7ii7 ! det]m9ation ( fee s*$ule rates "u ?is subsection = eyeglasses & contact l5ses4 4 7#b7 ,application ( competitive acquisition 7,a7 ,9 g5]al ,section #ahcd7;h77#a77;,h7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7h77#a77;,h771 z am5d$ by section #acddja7;e77#b77;,b77i7 & section #acddjb7;b77#c77;,a71 is fur!r am5d$-- 7i7 9 ! head] by ins]t+ 1 eyeglasses1 & contact l5ses aft] he>+ aids2 7ii7 by ins]t+ & ( eyeglasses & contact l5ses describ$ 9 p>agraph 7#b77;,f7 ( su* section1 aft] p>agraph 7#b77;,e7 ( su* section12 & 7iii7 9 clause 7i71 by ins]t+ 1 or su* eyeglasses & contact l5ses aft] su* he>+ aids4 7,b7 ,con=m+ am5dm5t 7i7 ,9 g5]al ,section #ahdg7;a77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#c7;a77#b771 z am5d$ by section #acddja7;e77#b77;,b77ii7 & section #acddjb7;b77#c77;,b77i71 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,f7 ,eyeglasses & contact l5ses ,eyeglasses & contact l5ses 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#g771 z am5d$ by section #acddja7;e77#b77;,b77iii7 & section #acddjb7;b77#c77;,b77ii71 is fur!r am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,e7 ,c]ta9 eyeglasses & contact l5ses ,^? items & s]vices describ$ 9 p>agraph 7#b77;,f7 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 7g7 ,exclusion modifications ,section #ahfb7;a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciey7a771 z am5d$ by section #acddja7;f71 is fur!r am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 9 subp>agraph 7,p71 by /rik+ & at ! end2 7,b7 9 subp>agraph 7,q71 by /rik+ ! semicolon at ! end & ins]t+ 1 &2 & 7,c7 by add+ at ! end ! foll[+ new subp>agraph3 7,r7 9 ! case ( vision s]vices 7z def9$ 9 section #ahfa7mmm77 t are r\t9e eye exam9ations & contact l5s fitt+ s]vices 7z describ$ 9 p>agraph 7#a7 or 7#b71 respectively1 ( su* section71 :i* are furni%$ m frequ5tly ?an once dur+ a #b-ye> p]iod2 2 & 7#b7 9 p>agraph 7#g7-- 7,a7 by ins]t+ 7o!r ?an su* an exam9ation t is a vision s]vice t is cov]$ "u section #ahfa7s77#b77;,,jj77 aft] eye exam9ations2 & 7,b7 by ins]t+ 7o!r ?an su* a proc$ure t is a vision s]vice t is cov]$ "u section #ahfa7s77#b77;,,jj77 aft] refractive /ate ( ! eyes4 7h7 ,c]ta9 non-application 7#a7 ,9 g5]al ,! la/ s5t5ce ( section #ahci7;a77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acier7a77#a771 z add$ by section #acddja7;g77#a7 & am5d$ by section #acddjb7;d77#a71 is fur!r am5d$ by ins]t+ 1 & #acddjc 7o!r ?an subsection 7h77 aft] #acddjb 7o!r ?an subsection 7d774 7#b7 ,paym5t ,p>agraph 7#d7 ( section #ahdd7;a7 ( su* ,act 7#db ,u4,s4,c4 #aciew7a771 z add$ by section #acddja7;g77#b7 & am5d$ by section #acddjb7;d77#b71 is fur!r am5d$ by ins]t+ 1 & #acddjc 7o!r ?an subsection 7h77 aft] #acddjb 7o!r ?an subsection 7d774 7i7 ,implem5tation 7#a7 ,fund+ 7,a7 ,9 g5]al ,9 addition to am\nts o!rwise available1 ! ,secret>y ( ,heal? & ,human ,s]vices 79 ?is subsection ref]r$ to z ! ,secret>y7 %all provide = ! transf] f ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund "u section #ahda ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciet7 to ! ,c5t]s = ,m$ic>e ,m$icaid ,s]vices ,program ,managem5t ,acc\nt (-- 7i7 #bj1jjj1jjj = ea* ( fiscal ye>s #bjbb & #bjbc = purposes ( implem5t+ ! am5dm5ts made by ?is section2 & 7ii7 su* sums z det]m9$ appropriate by ! ,secret>y = ea* subsequ5t fiscal ye> = purposes ( adm9i/]+ ! provisions ( su* am5dm5ts4 7,b7 ,availability & additional use ( funds ,funds transf]r$ pursuant to subp>agraph 7,a7 %all rema9 available until exp5d$ & may be us$1 9 addition to ! purpose specifi$ 9 subp>agraph 7,a77i71 to implem5t ! am5dm5ts made by sections #acddja & #acddjb4 7#b7 ,adm9i/ration ,not)/&+ any o!r provision ( law1 ! ,secret>y may implem5t1 by program in/ruction or o!rwise1 any ( ! provisions (1 or am5dm5ts made by1 ?is section4 7#c7 ,pap]work ,r$uction ,act ,*apt] #ce ( title #dd1 ,unit$ ,/ates ,code1 %all n apply to ! provisions (1 or ! am5dm5ts made by1 ?is section4 ,f ,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 ,infra/ructure f9anc+ ,a ,bond f9anc+ #aceaja4 ,cr$it to issu] = c]ta9 infra/ructure bonds 7a7 ,9 g5]al ,sub*apt] ,b ( *apt] #fe is am5d$ by ins]t+ be=e section #fdcb ! foll[+ new section3 #fdca;,a4 ,cr$it all[$ to issu] = qualifi$ infra/ructure bonds 7a7 ,9 g5]al ,9 ! case ( a qualifi$ infra/ructure bond1 ! issu] ( su* bond %all be all[$ a cr$it ) respect to ea* int]e/ paym5t "u su* bond :i* %all be payable by ! ,secret>y z provid$ 9 subsection 7b74 7b7 ,paym5t ( cr$it 7#a7 ,9 g5]al ,! ,secret>y %all pay 7contemporane\sly ) ea* date on :i* int]e/ is paid1 includ+ any int]e/ paid aft] ! orig9ally s*$ul$ paym5t date7 to ! issu] ( su* bond 7or1 at ! direction ( ! issu]1 to any p]son :o makes su* int]e/ paym5ts on behalf ( su* issu]7 an am\nt equal to ! applicable p]c5tage ( su* int]e/ s paid4 7#b7 ,applicable p]c5tage ,= purposes ( ?is subsection1 except z provid$ 9 subsection 7d71 ! applicable p]c5tage ) respect to any bond %all be det]m9$ "u ! foll[+ table3 ,9 ! case ( a bond issu$ dur+ cal5d> ye>3,! applicable p]c5tage is3#bjbb ?r\gh #bjbdcebjbecbbjbfcjbjbg & !reaft]#bh 7#c7 ,limitation 7,a7 ,9 g5]al ,! am\nt ( any int]e/ paym5t tak5 into acc\nt "u p>agraph 7#a7 ) respect to a bond = any paym5t date %all n exce$ ! am\nt ( int]e/ :i* w\ld h be5 payable "u su* bond = su* paym5t date if int]e/ 7 det]m9$ at ! applicable cr$it rate multipli$ by ! applicable am\nt = su* bond = su* paym5t date4 7,b7 ,applicable cr$it rate ,= purposes ( subp>agraph 7,a7-- 7i7 ,9 g5]al ,! applicable cr$it rate is ! rate :i* ! ,secret>y e/imates w p]mit ! issuance ( qualifi$ infra/ructure bonds ) a specifi$ maturity or r$emption date )\t disc\nt & )\t additional int]e/ co/ to ! issu]4 7ii7 ,date ( det]m9ation ,! applicable cr$it rate ) respect to any qualifi$ infra/ructure bond %all be det]m9$ z ( ! fir/ day on :i* !re is a b9d+1 writt5 contract = ! sale or ex*ange ( ! bond4 7,c7 ,applicable am\nt 7i7 ,bonds ) m ?an de m9imis orig9al issue disc\nt ,9 ! case ( any bond t has m ?an a de m9imis am\nt ( orig9al issue disc\nt 7det]m9$ "u ! rules ( section #abgc7;a77#c771 ! applicable am\nt = a paym5t date is ! issue price ( su* bond 7)9 ! mean+ ( section #adh71 z adju/$ = any pr9cipal paym5ts made prior to su* date4 7ii7 ,o!r bonds ,9 ! case ( any o!r bond1 ! applicable am\nt = a paym5t date is ! out/&+ pr9cipal am\nt ( su* bond on su* paym5t date 7det]m9$ )\t tak+ into acc\nt any pr9cipal paym5t on su* bond on su* date74 7c7 ,qualifi$ infra/ructure bond 7#a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m qualifi$ infra/ructure bond means any bond 7o!r ?an a private activity bond7 issu$ z "p ( an issue if-- 7,a7 #ajj p]c5t ( ! excess ( available project proce$s ( su* issue ov] ! am\nts 9 a reasonably requir$ res]ve 7)9 ! mean+ ( section #aej7;a77#c77 ) respect to su* issue are to be us$ =-- 7i7 capital exp5ditures or op]ations & ma9t5ance exp5ditures 9 connection ) prop]ty ! acquisition1 con/ruction1 or improvem5t ( :i* w\ld be a capital exp5diture1 or 7ii7 paym5ts made by a ,/ate or political subdivision ( a ,/ate to a cu/odian ( a rail corridor = purposes ( ! transf]1 lease1 sale1 or acquisition ( an e/abli%$ railroad "r-(-way consi/5t ) section #h7;d7 ( ! ,national ,trails ,act ( #aifh1 b only if ! ,surface ,transportation ,bo>d has issu$ a c]tificate ( int]im trail use or notice ( int]im trail use = purposes ( au?oriz+ su* transf]1 lease1 sale1 or acquisition1 7,b7 ! int]e/ on su* bond w\ld 7b = ?is section7 be excludable f gross income "u section #ajc1 7,c7 ! issue price has n m ?an a de m9imis am\nt 7det]m9$ "u rules simil> to ! rules ( section #abgc7;a77#c77 ( premium ov] ! /at$ pr9cipal am\nt ( ! bond1 & 7,d7 prior to ! issuance ( su* bond1 ! issu] makes an irrevocable election to h ?is section apply4 7#b7 ,applicable rules ,= purposes ( apply+ p>agraph 7#a7-- 7,a7 ,n treat$ z f$]ally gu>ante$ ,= purposes ( section #adi7;b71 a qualifi$ infra/ructure bond %all n be treat$ z f$]ally gu>ante$ by reason ( ! cr$it all[$ "u ?is section4 7,b7 ,application ( arbitrage rules ,= purposes ( section #adh1 ! yield on a qualifi$ infra/ructure bond %all be r$uc$ by ! cr$it all[$ "u ?is section1 except t no su* r$uction %all apply 9 det]m9+ ! am\nt ( gross proce$s ( an issue t qualifies z a reasonably requir$ res]ve or replacem5t fund4 7d7 ,def9ition & special rules ,= purposes ( ?is section-- 7#a7 ,int]e/ includible 9 gross income ,= purposes ( ?is title1 int]e/ on any qualifi$ infra/ructure bond %all be includible 9 gross income4 7#b7 ,available project proce$s ,! t]m available project proce$s means-- 7,a7 ! excess (-- 7i7 ! proce$s f ! sale ( an issue1 ov] 7ii7 issuance co/s f9anc$ by ! issue 7to ! ext5t t su* co/s d n exce$ #b p]c5t ( su* proce$s71 & 7,b7 ! proce$s f any inve/m5t ( ! excess describ$ 9 subp>agraph 7,a74 7#c7 ,curr5t refund+s all[$ 7,a7 ,9 g5]al ,9 ! case ( a bond issu$ to refund a qualifi$ infra/ructure bond1 su* refund+ bond %all n be treat$ z a qualifi$ infra/ructure bond = purposes ( ?is section unless-- 7i7 ! av]age maturity date ( ! issue ( :i* ! refund+ bond is a "p is n lat] ?an ! av]age maturity date ( ! bonds to be refund$ by su* issue1 7ii7 ! am\nt ( ! refund+ bond does n exce$ ! out/&+ am\nt ( ! refund$ bond1 7iii7 ! refund$ bond is r$eem$ n lat] ?an #ij days aft] ! date ( ! issuance ( ! refund+ bond1 & 7iv7 ! refund$ bond 0 issu$ m ?an #cj days aft] ! date ( ! enactm5t ( ?is section4 7,b7 ,applicable p]c5tage limitation ,! applicable p]c5tage ) respect to any bond to :i* subp>agraph 7,a7 applies %all be #bh p]c5t4 7,c7 ,det]m9ation ( av]age maturity ,= purposes ( subp>agraph 7,a77i71 av]age maturity %all be det]m9$ 9 accordance ) section #adg7;b77#b77;,a74 7#d7 ,application ( ,davis-,bacon ,act requirem5ts ) respect to qualifi$ infra/ructure bonds ,sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code1 %all apply to projects f9anc$ ) ! proce$s ( qualifi$ infra/ructure bonds4 7e7 ,regulations ,! ,secret>y may prescribe su* regulations & o!r guidance z may be necess>y or appropriate to c>ry out ?is section4 4 7b7 ,gross-up ( paym5t to issu]s 9 case ( seque/ration ,9 ! case ( any paym5t "u section #fdca;,a ( ! ,int]nal ,rev5ue ,code ( #aihf made aft] ! date ( ! enactm5t ( ?is ,act to :i* seque/ration applies1 ! am\nt ( su* paym5t %all be increas$ to an am\nt equal to-- 7#a7 su* paym5t 7det]m9$ be=e su* seque/ration71 multipli$ by 7#b7 ! quoti5t obta9$ by divid+ #a by ! am\nt by :i* #a exce$s ! p]c5tage r$uction 9 su* paym5t pursuant to su* seque/ration4 ,= purposes ( ?is subsection1 ! t]m seque/ration means any r$uction 9 direct sp5d+ ord]$ 9 accordance ) a seque/ration report prep>$ by ! ,director ( ! ,(fice & ,managem5t & ,budget pursuant to ! ,balanc$ ,budget & ,em]g5cy ,deficit ,control ,act ( #aihe or ! ,/atutory ,pay-,z-,y-,g ,act ( #bjaj4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #acbd7;b77#b7 ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by /rik+ or #fdca & ins]t+ #fdca1 or #fdca;,a4 7#b7 ,! table ( sections = sub*apt] ,b ( *apt] #fe is am5d$ by ins]t+ be=e ! item relat+ to section #fdcb ! foll[+ new item3 ,sec4 #fdca;,a4 ,cr$it all[$ to issu] = qualifi$ infra/ructure bonds4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to bonds issu$ aft] ,decemb] #ca1 #bjba4 #aceajb4 ,advance refund+ bonds 7a7 ,9 g5]al ,section #adi7;d7 is am5d$-- 7#a7 by /rik+ to advance refund ano!r bond4 9 p>agraph 7#a7 & ins]t+ z "p ( an issue describ$ 9 p>agraph 7#b71 7#c71 or 7#d741 7#b7 by r$esignat+ p>agraphs 7#b7 & 7#c7 z p>agraphs 7#e7 & 7#g71 respectively1 7#c7 by ins]t+ aft] p>agraph 7#a7 ! foll[+ new p>agraphs3 7#b7 ,c]ta9 private activity bonds ,an issue is describ$ 9 ?is p>agraph if any bond 7issu$ z "p ( su* issue7 is issu$ to advance refund a private activity bond 7o!r ?an a qualifi$ #eja7;c77#c7 bond74 7#c7 ,o!r bonds 7,a7 ,9 g5]al ,an issue is describ$ 9 ?is p>agraph if any bond 7issu$ z "p ( su* issue71 h]e9aft] 9 ?is p>agraph ref]r$ to z ! refund+ bond1 is issu$ to advance refund a bond unless-- 7i7 ! refund+ bond is only-- 7,i7 ! fir/ advance refund+ ( ! orig9al bond if ! orig9al bond is issu$ aft] #aihe1 or 7,,ii7 ! fir/ or second advance refund+ ( ! orig9al bond if ! orig9al bond 0 issu$ be=e #aihf1 7ii7 9 ! case ( refund$ bonds issu$ be=e #aihf1 ! refund$ bond is r$eem$ n lat] ?an ! e>lie/ date on :i* su* bond may be r$eem$ at p> or at a premium ( #c p]c5t or less1 7iii7 9 ! case ( refund$ bonds issu$ aft] #aihe1 ! refund$ bond is r$eem$ n lat] ?an ! e>lie/ date on :i* su* bond may be r$eem$1 7iv7 ! initial tempor>y p]iod "u section #adh7;c7 ends-- 7,i7 ) respect to ! proce$s ( ! refund+ bond n lat] ?an #cj days aft] ! date ( issue ( su* bond1 & 7,,ii7 ) respect to ! proce$s ( ! refund$ bond on ! date ( issue ( ! refund+ bond1 & 7v7 9 ! case ( refund$ bonds to :i* section #adh7;e7 did n apply1 on & aft] ! date ( issue ( ! refund+ bond1 ! am\nt ( proce$s ( ! refund$ bond inve/$ 9 high] yield+ inve/m5ts 7z def9$ 9 section #adh7;b77 :i* are nonpurpose inve/m5ts 7z def9$ 9 section #adh7;f77#f77;,a77 does n exce$-- 7,i7 ! am\nt s inve/$ z "p ( a reasonably requir$ res]ve or replacem5t fund or dur+ an all[able tempor>y p]iod1 & 7,,ii7 ! am\nt :i* is equal to ! less] ( #e p]c5t ( ! proce$s ( ! issue ( :i* ! refund$ bond is a "p or #ajj1jjj 7to ! ext5t su* am\nt is allocable to ! refund$ bond74 7,b7 ,special rules = r$emptions 7i7 ,issu] mu/ r$eem only if debt s]vice sav+s ,clause 7ii7 & 7iii7 ( subp>agraph 7,a7 %all apply only if ! issu] may realize pres5t value debt s]vice sav+s 7det]m9$ )\t reg>d to adm9i/rative exp5ses7 9 connection ) ! issue ( :i* ! refund+ bond is a "p4 7ii7 ,r$emptions n requir$ be=e #ij? day ,= purposes ( clauses 7ii7 & 7iii7 ( subp>agraph 7,a71 ! e>lie/ date ref]r$ to 9 su* clauses %all n be e>li] ?an ! #ij? day aft] ! date ( issuance ( ! refund+ bond4 7#d7 ,abusive transactions prohibit$ ,an issue is describ$ 9 ?is p>agraph if any bond 7issu$ z "p ( su* issue7 is issu$ to advance refund ano!r bond & a device is employ$ 9 connection ) ! issuance ( su* issue to obta9 a mat]ial f9ancial advantage 7bas$ on arbitrage7 ap>t f sav+s attributable to l[] int]e/ rates4 1 & 7#d7 by ins]t+ aft] p>agraph 7#e7 7z s r$esignat$7 ! foll[+ new p>agraph3 7#f7 ,special rules = purposes ( p>agraph 7#c7 ,= purposes ( p>agraph 7#c71 bonds issu$ be=e ,octob] #bb1 #aihf1 %all be tak5 into acc\nt "u subp>agraph 7,a77i7 !re( except-- 7,a7 a refund+ :i* occurr$ be=e #aihf %all be treat$ z an advance refund+ only if ! refund+ bond 0 issu$ m ?an #ahj days be=e ! r$emption ( ! refund$ bond1 & 7,b7 a bond issu$ be=e #aihf1 %all be treat$ z advance refund$ no m ?an once be=e ,m>* #ae1 #aihf4 4 7b7 ,con=m+ am5dm5t ,section #adh7;f77#d77;,c7 is am5d$ by r$esignat+ clauses 7xiv7 ?r\gh 7xvi7 z clauses 7xv7 to 7xvii71 respectively1 & by ins]t+ aft] clause 7xiii7 ! foll[+ new clause3 7xiv7 ,det]m9ation ( initial tempor>y p]iod ,= purposes ( ?is subp>agraph1 ! end ( ! initial section tempor>y p]iod %all be det]m9$ )\t reg>d to section #adi7;d77#c77;,a77iv74 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to advance refund+ bonds issu$ m ?an #cj days aft] ! date ( ! enactm5t ( ?is ,act4 #aceajc4 ,p]man5t modification ( small issu] exception to tax-exempt int]e/ exp5se allocation rules = f9ancial in/itutions 7a7 ,p]man5t increase 9 limitation ,subp>agraphs 7,c77i71 7,d77i71 & 7,d77iii77,,ii7 ( section #bfe7;b77#c7 are ea* am5d$ by /rik+ #aj1jjj1jjj & ins]t+ #cj1jjj1jjj4 7b7 ,p]man5t modification ( o!r special rules ,section #bfe7;b77#c7 is am5d$-- 7#a7 by r$esignat+ clauses 7iv71 7v71 & 7vi7 ( subp>agraph 7,g7 z clauses 7ii71 7iii71 & 7iv71 respectively1 & mov+ su* clauses to ! end ( subp>agraph 7,h7 7z add$ by p>agraph 7#b771 & 7#b7 by /rik+ s mu* ( subp>agraph 7,g7 z prec$es su* clauses & ins]t+ ! foll[+3 7,g7 ,qualifi$ #eja7;c77#c7 bonds treat$ z issu$ by exempt organization ,9 ! case ( a qualifi$ #eja7;c77#c7 bond 7z def9$ 9 section #ade71 ?is p>agraph %all be appli$ by treat+ ! #eja7;c77#c7 organization = ^: b5efit su* bond 0 issu$ z ! issu]4 7,h7 ,special rule = qualifi$ f9anc+s 7i7 ,9 g5]al ,9 ! case ( a qualifi$ f9anc+ issue-- 7,i7 subp>agraph 7,f7 %all n apply1 & 7,,ii7 any obligation issu$ z a "p ( su* issue %all be treat$ z a qualifi$ tax-exempt obligation if ! requirem5ts ( ?is p>agraph are met ) respect to ea* qualifi$ portion ( ! issue 7det]m9$ by treat+ ea* qualifi$ portion z a sep>ate issue :i* is issu$ by ! qualifi$ borr[] ) respect to :i* su* portion relates74 4 7c7 ,inflation adju/m5t ,section #bfe7;b77#c71 z am5d$ by subsection 7b71 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,i7 ,inflation adju/m5t ,9 ! case ( any cal5d> ye> aft] #bjba1 ! #cj1jjj1jjj am\nts conta9$ 9 subp>agraphs 7,c77i71 7,d77i71 & 7,d77iii77,,ii7 %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>1 det]m9$ by sub/itut+ cal5d> ye> #bjbj = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 ,any increase det]m9$ "u ! prec$+ s5t5ce %all be r\nd$ to ! ne>e/ multiple ( #ajj1jjj4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to obligations issu$ aft] ! date ( ! enactm5t ( ?is ,act4 #aceajd4 ,modifications to qualifi$ small issue bonds 7a7 ,manufactur+ ,facilities ,to ,include ,production ( ,intangible ,prop]ty & ,functionally ,relat$ ,facilities ,subp>agraph 7,c7 ( section #add7;a77#ab7 is am5d$ to read z foll[s3 7,c7 ,manufactur+ facility ,= purposes ( ?is p>agraph-- 7i7 ,9 g5]al ,! t]m manufactur+ facility means any facility :i*-- 7,i7 is us$ 9 ! manufactur+ or production ( tangible p]sonal prop]ty 7includ+ ! process+ result+ 9 a *ange 9 ! condition ( su* prop]ty71 7,,ii7 is us$ 9 ! creation or production ( intangible prop]ty :i* is describ$ 9 section #aig7;d77#a77;,c77iii71 or 7,,iii7 is functionally relat$ & subord9ate to a facility describ$ 9 subclause 7,i7 or 7,,ii7 if su* facility is locat$ on ! same site z ! facility describ$ 9 subclause 7,i7 or 7,,ii74 7ii7 ,c]ta9 facilities includ$ ,! t]m manufactur+ facility includes facilities t are directly relat$ & ancill>y to a manufactur+ facility 7det]m9$ )\t reg>d to ?is clause7 if-- 7,i7 ^? facilities are locat$ on ! same site z ! manufactur+ facility1 & 7,,ii7 n m ?an #be p]c5t ( ! net proce$s ( ! issue are us$ to provide ^? facilities4 7iii7 ,limitation on (fice space ,a rule simil> to ! rule ( section #adb7;b77#b7 %all apply = purposes ( clause 7i74 7iv7 ,limitation on refund+s = c]ta9 prop]ty ,subclauses 7,,ii7 & 7,,iii7 ( clause 7i7 %all n apply to any bond issu$ on or be=e ! date ( ! enactm5t ( ! ,act to provide = reconciliation pursuant to title ,,ii ( ,s4 ,con4 ,res4 #ad1 or to any bond issu$ to refund a bond issu$ on or be=e su* date 7o!r ?an a bond to :i* clause 7iii7 ( ?is subp>agraph 7z 9 effect be=e ! date ( ! enactm5t ( su* ,act7 applies71 ei!r directly or 9 a s]ies ( refund+s4 4 7b7 ,increase 9 limitations ,section #add7;a77#d7 is am5d$-- 7#a7 9 subp>agraph 7,a77i71 by /rik+ #aj1jjj1jjj & ins]t+ #cj1jjj1jjj1 & 7#b7 9 ! head+1 by /rik+ #aj1jjj1jjj & ins]t+ #cj1jjj1jjj4 7c7 ,adju/m5t = inflation ,section #add7;a77#d7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,h7 ,adju/m5t = inflation ,9 ! case ( any cal5d> ye> aft] #bjba1 ! #cj1jjj1jjj am\nt 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>1 det]m9$ by sub/itut+ cal5d> ye> #bjbj = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 ,if any am\nt z increas$ "u ! prec$+ s5t5ce is n a multiple ( #ajj1jjj1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #ajj1jjj4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to obligations issu$ aft] ! date ( ! enactm5t ( ?is ,act4 #aceaje4 ,expansion ( c]ta9 exceptions to ! private activity bond rules = fir/-"t f>m]s 7a7 ,increase 9 doll> limitation 7#a7 ,9 g5]al ,section #adg7;c77#b77;,a7 is am5d$ by /rik+ #dej1jjj & ins]t+ #eeb1ejj4 7#b7 ,repeal ( sep>ate l[] doll> limitation on us$ f>m equipm5t ,section #adg7;c77#b7 is am5d$ by /rik+ subp>agraph 7,f7 & by r$esignat+ subp>agraphs 7,g7 & 7,h7 z subp>agraphs 7,f7 & 7,g71 respectively4 7#c7 ,qualifi$ small issue bond limitation con=m$ to increas$ doll> limitation ,section #add7;a77#aa77;,a7 is am5d$ by /rik+ #bej1jjj & ins]t+ #eeb1ejj4 7#d7 ,inflation adju/m5t 7,a7 ,9 g5]al ,section #adg7;c77#b77;,g71 z r$esignat$ by p>agraph 7#b71 is am5d$-- 7i7 by /rik+ aft] #bjjh1 ! doll> am\nt 9 subp>agraph 7,a7 %all be increas$ & ins]t+ aft] #bjba1 ! doll> am\nts 9 subp>agraph 7,a7 & section #add7;a77#aa77;,a7 %all ea* be increas$1 & 7ii7 9 clause 7ii71 by /rik+ #bjjg & ins]t+ #bjbj4 7,b7 ,cross-ref]5ce ,section #add7;a77#aa7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,d7 ,inflation adju/m5t ,= inflation adju/m5t ( doll> am\nt conta9$ 9 subp>agraph 7,a71 see section #adg7;c77#b77;,g74 4 7b7 ,sub/antial f>ml& det]m9$ on basis ( av]age r ?an m$ian f>m size ,section #adg7;c77#b77;,e7 is am5d$ by /rik+ m$ian & ins]t+ av]age4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to bonds issu$ aft] ! date ( ! enactm5t ( ?is ,act4 #aceajf4 ,c]ta9 wat] & sewage facility bonds exempt f volume cap on private activity bonds 7a7 ,9 g5]al ,section #adf7;g7 is am5d$ by /rik+ & at ! end ( p>agraph 7#c71 /rik+ ! p]iod at ! end ( p>agraph 7#d7 & ins]t+ 1 &1 & ins]t+ aft] p>agraph 7#d7 ! foll[+ new p>agraph3 7#e7 any exempt facility bond issu$ z "p ( an issue describ$ 9 p>agraph 7#d7 or 7#e7 ( section #adb7;a7 if #ie p]c5t or m ( ! net proce$s ( su* issue are to be us$ to provide facilities :i*-- 7,a7 w be us$-- 7i7 by a p]son :o 01 z ( ,july #a1 #bjbj1 engag$ 9 op]ation ( a facility describ$ 9 su* p>agraph1 & 7ii7 to provide s]vice )9 ! area s]v$ by su* p]son on su* date 7or )9 a c\nty or city any portion ( :i* is )9 su* area71 or 7,b7 w be us$ by a successor 9 int]e/ to su* p]son = ! same use & )9 ! same s]vice area z describ$ 9 subp>agraph 7,a74 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to bonds issu$ aft] ! date ( ! enactm5t ( ?is ,act4 #aceajg4 ,exempt facility bonds = z]o-emission vehicle infra/ructure 7a7 ,9 g5]al ,section #adb is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 9 p>agraph 7#ad71 by /rik+ or at ! end1 7,b7 9 p>agraph 7#ae71 by /rik+ ! p]iod at ! end & ins]t+ 1 or1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#af7 z]o-emission vehicle infra/ructure4 1 & 7#b7 by add+ at ! end ! foll[+ new subsection3 7n7 ,z]o-,emission vehicle infra/ructure 7#a7 ,9 g5]al ,= purposes ( subsection 7a77#af71 ! t]m z]o-emission vehicle infra/ructure means any prop]ty 7n includ+ a build+ & its /ructural compon5ts7 if su* prop]ty is "p ( a unit :i*-- 7,a7 is us$ to *>ge or fuel z]o-emissions vehicles1 7,b7 is locat$ :]e ! vehicles are *>g$ or fuel$1 7,c7 is ( a "* subject to ! all[ance = depreciation 7or amortization 9 lieu ( depreciation71 7,d7 is made available = use by memb]s ( ! g5]al public1 7,e7 accepts paym5t via a cr$it c>d read]1 includ+ a cr$it c>d read] t uses contactless te*nology1 & 7,f7 is capable ( *>g+ or fuel+ vehicles produc$ by m ?an "o manufactur] 7)9 ! mean+ ( section #cj;,d7d77#c774 7#b7 ,inclusion ( utility s]vice connections1 etc ,! t]m z]o-emission vehicle infra/ructure %all include any utility s]vice connections1 utility panel upgrades1 l9e ext5sions & conduit1 trans=m] upgrades1 or simil> prop]ty1 9 connection ) prop]ty meet+ ! requirem5ts ( p>agraph 7#a74 7#c7 ,z]o-emissions vehicle ,! t]m z]o-emissions vehicle means-- 7,a7 a z]o-emission vehicle z def9$ 9 section #hh4ajb-id ( title #dj1 ,code ( ,f$]al ,regulations1 or 7,b7 a vehicle t produces z]o exhau/ emissions ( any crit]ia pollutant 7or precursor pollutant7 or gre5h\se gas "u any possible op]ational modes & conditions4 7#d7 ,z]o-emissions vehicle infra/ructure locat$ )9 o!r facilities or projects ,= purposes ( subsection 7a71 any z]o-emission vehicle infra/ructure locat$ )9-- 7,a7 a facility or project describ$ 9 subsection 7a71 or 7,b7 an area adjac5t to a facility or project describ$ 9 subsection 7a7 t prim>ily s]ves vehicles travel+ to or f su* facility or project1 %all be treat$ z describ$ 9 ! p>agraph 9 :i* su* facility or project is describ$4 7#e7 ,exception = refuel+ prop]ty = fleet vehicles ,subp>agraphs 7,d71 7,e71 & 7,f7 ( p>agraph 7#a7 %all n apply to prop]ty :i* is "p ( a unit :i* is us$ exclusively by fleets ( comm]cial or gov]nm5tal vehicles4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to obligations issu$ aft] ,decemb] #ca1 #bjba4 #aceajh4 ,application ( ,davis-,bacon ,act requirem5ts ) respect to c]ta9 exempt facility bonds 7a7 ,9 g5]al ,section #adb7;b7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,application ( ,davis-,bacon ,act requirem5ts ) respect to c]ta9 exempt facility bonds ,if any proce$s ( any issue are us$ = con/ruction1 alt]ation1 or repair ( any facility o!rwise describ$ 9 p>agraph 7#d71 7#e71 7#ae71 or 7#af7 ( subsection 7a71 su* facility %all be treat$ = purposes ( subsection 7a7 z describ$ 9 su* p>agraph only if ea* entity t receives su* proce$s to conduct su* con/ruction1 alt]ation1 or repair agrees to comply ) ! provisions ( sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code ) respect to su* con/ruction1 alt]ation1 or repair4 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to bonds issu$ aft] ! date ( ! enactm5t ( ?is ,act4 ,b ,o!r provisions relat$ to infra/ructure f9anc+ #aceaaa4 ,cr$it = op]ations & ma9t5ance co/s ( gov]nm5t-own$ broadb& 7a7 ,9 g5]al ,sub*apt] ,b ( *apt] #fe1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ be=e section #fdcb ! foll[+ new section3 #fdca;,b4 ,cr$it = op]ations & ma9t5ance co/s ( gov]nm5t-own$ broadb& 7a7 ,9 g5]al ,9 ! case ( any eligible gov]nm5tal entity1 !re %all be all[$ a cr$it equal to ! applicable p]c5tage ( ! qualifi$ broadb& exp5ses paid or incurr$ by su* entity dur+ ! taxable ye> :i* cr$it %all be payable by ! ,secret>y z provid$ 9 subsection 7b74 7b7 ,paym5t ( cr$it ,^u receipt f an eligible gov]nm5tal entity ( su* in=mation z ! ,secret>y may require = purposes ( c>ry+ out ?is section1 ! ,secret>y %all pay to su* entity ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 = ! taxable ye>4 7c7 ,limitation ,! am\nt ( qualifi$ broadb& exp5ses tak5 into acc\nt "u ?is section = any taxable ye> ) respect to any qualifi$ broadb& network %all n exce$ ! product ( #djj multipli$ by ! numb] ( qualifi$ h\seholds subscrib$ to ! qualifi$ broadb& s]vice provid$ by su* network 7det]m9$ z ( any "t dur+ su* taxable ye>74 7d7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,applicable p]c5tage ,! t]m applicable p]c5tage means-- 7,a7 9 ! case ( any taxable ye> beg9n+ 9 #bjba ?r\gh #bjbf1 #cj p]c5t1 7,b7 9 ! case ( any taxable ye> beg9n+ 9 #bjbg1 #bf p]c5t1 & 7,c7 9 ! case ( any taxable ye> beg9n+ 9 #bjbh1 #bd p]c5t4 7#b7 ,eligible gov]nm5tal entity ,! t]m eligible gov]nm5tal entity means-- 7,a7 any ,/ate1 local1 or ,indian tribal gov]nm5t1 7,b7 any political subdivision or in/rum5tality ( any gov]nm5t describ$ 9 subp>agraph 7,a71 & 7,c7 any entity :olly own$ by "o or m entities describ$ 9 subp>agraph 7,a7 or 7,b74 ,= purposes ( ?is p>agraph1 ! t]m ,/ate includes any possession ( ! ,unit$ ,/ates4 7#c7 ,qualifi$ broadb& exp5ses ,! t]m qualifi$ broadb& exp5ses means s mu* ( ! am\nts paid or incurr$ = ! op]ation & ma9t5ance ( a qualifi$ broadb& network z are prop]ly allocable to qualifi$ h\seholds subscrib$ to ! qualifi$ broadb& s]vice provid$ by su* network4 7#d7 ,qualifi$ h\sehold ,! t]m qualifi$ h\sehold means a p]sonal resid5ce :i*-- 7,a7 is locat$ 9 a l[-income community 7z def9$ 9 section #de;,d7e771 & 7,b7 did n h access to qualifi$ broadb& s]vice f ! eligible gov]nm5tal entity 7det]m9$ z ( ! beg9n+ ( ! taxable ye> ( su* entity74 7#e7 ,qualifi$ broadb& network ,! t]m qualifi$ broadb& network means prop]ty own$ by an eligible gov]nm5tal entity & us$ = ! purpose ( provid+ qualifi$ broadb& s]vice4 7#f7 ,qualifi$ broadb& s]vice ,! t]m qualifi$ broadb& s]vice means fix$1 t]re/rial broadb& s]vice provid+ d[nloads at a spe$ ( at lea/ #be megabits p] second & uploads at a spe$ ( at lea/ #c megabits p] second4 7#g7 ,taxable ye> ,except z o!rwise provid$ by ! ,secret>y1 ! t]m taxable ye> means1 ) respect to any eligible gov]nm5tal entity1 ! fiscal ye> ( su* entity4 7e7 ,special rules 7#a7 ,allocations ,= purposes ( subsection 7d77#c71 am\nts %all be treat$ z prop]ly allocat$ if allocat$ ratably among ! subscrib]s ( ! qualifi$ broadb& s]vice4 7#b7 ,d5ial ( d\ble b5efit ,qualifi$ broadb& exp5ses %all n include any am\nt :i* is paid or reimburs$ 7directly or indirectly7 by any grant f ! ,f$]al ,gov]nm5t4 7f7 ,regulations ,! ,secret>y may prescribe su* regulations & o!r guidance z may be necess>y or appropriate to c>ry out ?is section4 7g7 ,t]m9ation ,no cr$it %all be all[$ "u ?is section = any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbh4 4 7b7 ,paym5ts made "u section #fdca;,b7b7 ( ,int]nal ,rev5ue ,code ( #aihf ,section #bee7;h7 ( ! ,balanc$ ,budget & ,em]g5cy ,deficit ,control ,act ( #aihe 7#b ,u4,s4,c4 #ije7;h77 is am5d$ by ins]t+3 ,paym5ts made "u section #fdca;,b7b7 ( ! ,int]nal ,rev5ue ,code ( #aihf aft] ! item relat$ to ,paym5ts = ,fo/] ,c>e & ,p]man5cy4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #acbd7;b77#b7 ( title #ca1 ,unit$ ,/ates ,code1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ or #fdca;,a & ins]t+ #fdca;,a1 or #fdca;,b4 7#b7 ,! table ( sections = sub*apt] ,b ( *apt] #fe1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ be=e ! item relat+ to section #fdcb ! foll[+ new item3 ,sec4 #fdca;,b4 ,cr$it = op]ations & ma9t5ance co/s ( gov]nm5t-own$ broadb&4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbj4 #b ,new ,m>kets ,tax ,cr$it #acebja4 ,p]man5t ext5sion ( new m>kets tax cr$it 7a7 ,tempor>y limit increase & p]man5t ext5sion ,section #de;,d7f77#a7 is am5d$ by /rik+ & at ! end ( subp>agraph 7,g7 & by /rik+ subp>agraph 7,h7 & ins]t+ ! foll[+ new subp>agraphs3 7,h7 #e1jjj1jjj1jjj = ea* ( cal5d> ye>s #bjbj & #bjba1 7,i7 #g1jjj1jjj1jjj = cal5d> ye> #bjbb1 7,j7 #f1jjj1jjj1jjj = cal5d> ye> #bjbc1 & 7,k7 #e1jjj1jjj1jjj = cal5d> ye> #bjbd & ea* cal5d> ye> !reaft]4 4 7b7 ,alt]native m9imum tax relief ,section #ch7;c77#d77;,b7 is am5d$-- 7#a7 by r$esignat+ clauses 7v7 ?r\gh 7xii7 z clauses 7vi7 ?r\gh 7xiii71 respectively1 & 7#b7 by ins]t+ aft] clause 7iv7 ! foll[+ new clause3 7v7 ! cr$it det]m9$ "u section #de;,d1 b only ) respect to cr$its det]m9$ ) respect to qualifi$ equity inve/m5ts 7z def9$ 9 section #de;,d7b77 initially made aft] ,decemb] #ca1 #bjba1 4 7c7 ,inflation adju/m5t ,section #de;,d7f7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,inflation adju/m5t 7,a7 ,9 g5]al ,9 ! case ( any cal5d> ye> beg9n+ aft] #bjbd1 ! doll> am\nt p>agraph 7#a77;,h7 %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>1 det]m9$ by sub/itut+ cal5d> ye> #bjbc = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 7,b7 ,r\nd+ rule ,any increase "u subp>agraph 7,a7 :i* is n a multiple ( #a1jjj1jjj %all be r\nd$ to ! ne>e/ multiple ( #a1jjj1jjj4 4 7d7 ,con=m+ am5dm5t ,section #de;,d7f77#c7 is am5d$ by /rik+ ! la/ s5t5ce4 7e7 ,effective dates 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to new m>kets tax cr$it limitation det]m9$ = cal5d> ye>s aft] #bjba4 7#b7 ,alt]native m9imum tax relief ,! am5dm5ts made by subsection 7b7 %all apply to cr$its det]m9$ ) respect to qualifi$ equity inve/m5ts 7z def9$ 9 section #de;,d7b7 ( ! ,int]nal ,rev5ue ,code ( #aihf7 initially made aft] ,decemb] #ca1 #bjba4 #c ,rehabilitation tax cr$it #acecja4 ,det]m9ation ( cr$it p]c5tage 7a7 ,9 g5]al ,section #dg7;a77#b7 is am5d$ by /rik+ #bj p]c5t & ins]t+ ! applicable p]c5tage4 7b7 ,applicable p]c5tage ,section #dg7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,applicable p]c5tage ,= purposes ( ?is subsection1 ! t]m applicable p]c5tage means ! p]c5tage det]m9$ 9 accordance ) ! foll[+ table3 ,9 ! case ( taxable ye>s beg9n+3,! applicable p]c5tage is3,be=e #bjbjbj percent,in #bjbj ?r\gh #bjbecj percent,in #bjbfbf percent,in #bjbgbc percent,after #bjbgbj p]c5t 7#d7 ,application ( p]c5tages to ye> ( exp5diture ,9 ! case ( qualifi$ rehabilitation exp5ditures ) respect to ! qualifi$ rehabilitat$ build+ t are paid or incurr$ 9 #b or m taxable ye>s = :i* !re is a diff]5t applicable p]c5tage "u p>agraph 7#c71 ! ratable %>e %all be det]m9$ by apply+ to su* exp5ditures ! applicable p]c5tage correspond+ to ! taxable ye> 9 :i* su* exp5ditures 7 paid or incurr$4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,m>* #ca1 #bjba4 #acecjb4 ,increase 9 ! rehabilitation cr$it = c]ta9 small projects 7a7 ,9 g5]al ,section #dg is am5d$ by add+ at ! end ! foll[+ new subsection3 7e7 ,special rule reg>d+ c]ta9 small] projects 7#a7 ,9 g5]al ,9 ! case ( any small] project-- 7,a7 ! applicable p]c5tage det]m9$ "u subsection 7a77#c7 %all be #cj p]c5t1 & 7,b7 ! qualifi$ rehabilitation exp5ditures tak5 into acc\nt "u ?is section ) respect to su* project %all n exce$ #b1ejj1jjj4 7#b7 ,small] project ,= purposes ( ?is subsection1 ! t]m small] project means ! rehabilitation ( any qualifi$ rehabilitat$ build+ if-- 7,a7 ! qualifi$ rehabilitation exp5ditures tak5 into acc\nt "u ?is section 7or :i* w\ld be s tak5 into acc\nt b = p>agraph 7#a77;,b77 ) respect to su* rehabilitation d n exce$ #c1gej1jjj1 7,b7 no cr$it 0 all[$ "u ?is section ) respect to su* build+ to any taxpay] = ei!r ( ! #b taxable ye>s imm$iately prec$+ ! fir/ taxable ye> 9 :i* exp5ditures describ$ 9 subp>agraph 7,a7 7 paid or incurr$1 & 7,c7 ! taxpay] elects 7at su* "t & mann] z ! ,secret>y may provide7 to h ?is subsection apply ) respect to su* rehabilitation4 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acecjc4 ,modification ( def9ition ( sub/antially rehabilitat$ 7a7 ,9 g5]al ,section #dg7;c77#a77;,b77i77,i7 is am5d$ by ins]t+ #ej p]c5t ( be=e ! adju/$ basis4 7b7 ,effective date ,! am5dm5t made by subsection 7a7 %all apply to det]m9ations ) respect to #bd-mon? p]iods 7ref]r$ to 9 clause 7i7 ( section #dg7;c77#a77;,b7 ( ! ,int]nal ,rev5ue ,code ( #aihf7 & #fj-mon? p]iods 7ref]r$ to 9 clause 7ii7 ( su* section7 :i* end aft] ,decemb] #ca1 #bjba4 #acecjd4 ,elim9ation ( rehabilitation cr$it basis adju/m5t 7a7 ,9 g5]al ,section #ej7;c7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,exception = rehabilitation cr$it ,9 ! case ( ! rehabilitation cr$it1 p>agraph 7#a7 %all n apply4 4 7b7 ,treatm5t 9 case ( cr$it all[$ to lessee ,section #ej7;d7 is am5d$ by add+ at ! end ! foll[+3 ,9 ! case ( ! rehabilitation cr$it1 p>agraph 7#e77;,b7 ( ! section #dh7;d7 ref]r$ to 9 p>agraph 7#e7 ( ?is subsection %all n apply44 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjbb4 #acecje4 ,modifications reg>d+ c]ta9 tax-exempt use prop]ty 7a7 ,9 g5]al ,section #dg7;c77#b77;,b77v7 is am5d$ by add+ at ! end ! foll[+ new subclause3 7,,iii7 ,disqualifi$ lease rules to apply only 9 case ( gov]nm5t entity ,= purposes ( subclause 7,i71 except 9 ! case ( a tax-exempt entity describ$ 9 section #afh7;h77#b77;,a77i7 7det]m9$ )\t reg>d to ! la/ s5t5ce ( section #afh7;h77#b77;,a771 ! det]m9ation ( :e!r prop]ty is tax-exempt use prop]ty %all be made "u section #afh7;h7 )\t reg>d to :e!r ! prop]ty is leas$ 9 a disqualifi$ lease 7z def9$ 9 section #afh7;h77#a77;,b77ii774 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to leases ent]$ into aft] ,decemb] #ca1 #bjba4 #acecjf4 ,qualification ( rehabilitation exp5ditures = public s*ool build+s = rehabilitation cr$it 7a7 ,9 g5]al ,section #dg7;c77#b77;,b77v71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new subclause3 7,,iv7 ,clause n to apply to public s*ools ,?is clause %all n apply 9 ! case ( ! rehabilitation ( any build+ :i* 0 us$ z a qualifi$ public educational facility 7z def9$ 9 section #adb7k77#a71 det]m9$ )\t reg>d to subp>agraph 7,b7 !re(7 at any "t dur+ ! #e-ye> p]iod end+ on ! date t su* rehabilitation beg9s & :i* is us$ z su* a facility imm$iately aft] su* rehabilitation4 4 7b7 ,report ,n lat] ?an ! date :i* is #e ye>s aft] ! date ( ! enactm5t ( ?is ,act1 ! ,secret>y ( ! ,treasury1 aft] consultation ) ! heads ( appropriate ,f$]al ag5cies1 %all report to ,congress on ! effects result+ f ! am5dm5t made by subsection 7a71 includ+-- 7#a7 ! numb] ( qualifi$ public education facilities rehabilitat$ 7/at$ sep>ately ) respect to ea* ,/ate7 & ! numb] ( /ud5ts us+ su* facilities 7/at$ sep>ately ) respect to ea* su* ,/ate71 7#b7 ! numb] ( qualifi$ public education facilities rehabilitat$ 9 l[ income communities 7z section #de;,d7e77#a7 ( ! ,int]nal ,rev5ue ,code ( #aihf7 & ! numb] ( /ud5ts us+ su* facilities1 7#c7 ! am\nt ( qualifi$ rehabilitation exp5ditures = ea* qualifi$ public education facility rehabilitat$1 & 7#d7 & any o!r data det]m9$ by ! ,secret>y to be useful 9 evaluat+ ! impact ( su* am5dm5t4 7c7 ,effective date ,! am5dm5t made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 #d ,disa/] & resili5cy #acedja4 ,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 a ,/ate1 or a political subdivision or in/rum5tality !re(1 = ! purpose ( mak+ su* paym5ts4 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$4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbj4 #acedjb4 ,repeal ( tempor>y limitation on p]sonal casualty losses 7a7 ,9 g5]al ,section #afe7;h7 is am5d$ by /rik+ p>agraph 7#e74 7b7 ,ext5sion ( p]iod ( limitation on fil+ claim 9 c]ta9 circum/ances ,9 ! case ( a claim = cr$it or refund :i* is prop]ly allocable to a loss :i* is-- 7#a7 d$uctible "u section #afe7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 7#b7 describ$ 9 ,rev5ue ,proc$ure #bjag-fj 7z modifi$ by ,rev5ue ,proc$ure #bjah-ad71 & 7#c7 claim$ = a taxable ye> beg9n+ aft] ,decemb] #ca1 #bjaf1 ! p]iod ( limitation prescrib$ 9 section #feaa ( ! ,int]nal ,rev5ue ,code ( #aihf = ! fil+ ( su* claim %all be treat$ z n expir+ e>li] ?an ! date t is #a ye> aft] ! date ( ! enactm5t ( ?is ,act4 7c7 ,effective date ,! am5dm5t made by subsection 7a7 %all apply to losses incurr$ 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjag4 7d7 ,regulations ,! ,secret>y ( ! ,treasury 7or ! ,secret>y's delegate7 %all issue su* regulations or o!r guidance z are necess>y to implem5t ! am5dm5t made by ?is section1 includ+ regulations or guidance consi/5t ) ,rev5ue ,proc$ure #bjag-fj 7z s modifi$74 #acedjc4 ,cr$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#cc71 by /rik+ ! p]iod at ! end ( p>agraph 7#cd7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#ce7 ! 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 #e ,h\s+ ,a ,l[ ,income ,h\s+ ,tax ,cr$it #aceeja4 ,increases 9 ,/ate allocations 7a7 ,9 g5]al ,section #db7;h77#c77;,i7 is am5d$ to read z foll[s3 7,i7 ,increase 9 ,/ate h\s+ cr$it ceil+ = #bjbb ?r\gh #bjbh 7i7 ,9 g5]al ,9 ! case ( cal5d> ye>s #bjbb ?r\gh #bjbh1 ! doll> am\nts "u subclauses 7,i7 & 7,,ii7 ( subp>agraph 7,c77ii7 = any su* cal5d> %all be det]m9$ "u clause 7ii7 & 9 accordance ) ! foll[+ table3 ,9 ! case ( cal5d> ye>3,! subclause 7,i7 am\nt %all be3,! subclause 7,,ii7 am\nt %all be3#bjbbc4bbc1gaa1egebjbcc4gjd1bfi1dgabj bdd4bed1ija1fbjbjbed4hhe1fcb1hhj 7ii7 ,inflation adju/m5t = #bjbf1 #bjbg1 & #bjbh ,9 ! case ( cal5d> ye>s #bjbf1 #bjbg1 & #bjbh1 ! 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> #bjbe = 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 #aceejb4 ,tax-exempt bond f9anc+ requirem5t 7a7 ,9 g5]al ,section #db7;h77#d77;,b7 is am5d$ by add+ at ! end ! foll[+3 ,! prec$+ s5t5ce %all be appli$ by sub/itut+ #be p]c5t = #ej p]c5t 9 ! case ( any build+ :i* is f9anc$ by any obligation issu$ 9 cal5d> ye> #bjbb1 #bjbc1 #bjbd1 #bjbe1 #bjbf1 #bjbg1 or #bjbh 7& n by any obligation on :i* ! application ( ?is subp>agraph is bas$ dur+ any taxable ye> beg9n+ dur+ cal5d> ye> #bjai1 #bjbj1 or #bjba744 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to build+s plac$ 9 s]vice 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #aceejc4 ,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 #ij 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 ,/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 7,d7 ,t]m9ation ,?is p>agraph %all n apply to allocations aft] ,decemb] #ca1 #bjca4 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 #ae 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 #aj p]c5t ( ! private activity bond volume cap z describ$ 9 section #adf7;d77#a7 to build+s to :i* clause 7i7 applies4 7iii7 ,t]m9ation ,?is subp>agraph %all n apply to allocations aft] ,decemb] #ca1 #bjca4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to allocations1 & det]m9ations1 ( h\s+ cr$it doll> am\nt aft] ,decemb] #ca1 #bjba4 #aceejd4 ,inclusion ( rural areas z difficult developm5t areas 7a7 ,9 g5]al ,subclause 7,i7 ( section #db7;d77#e77;,b77iii7 is am5d$ by ins]t+ be=e ! p]iod ! foll[+3 1 & any rural area4 7b7 ,rural area ,clause 7iii7 ( section #db7;d77#e77;,b7 is am5d$ by r$esignat+ subclause 7,,ii7 z subclause 7,,iii7 & by ins]t+ aft] subclause 7,i7 ! foll[+ new subclause3 7,,ii7 ,rural area ,= purposes ( subclause 7,i71 ! t]m rural area means any non-metropolitan area1 or any rural area z def9$ by section #ebj ( ! ,h\s+ ,act ( #aidi1 :i* is id5tifi$ by ! qualifi$ allocation plan "u subsection 7m77#a77;,b74 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to build+s plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 #aceeje4 ,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 #aceejc1 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 a det]m9ation f ! issu] ( ! tax-exempt bonds or ! h\s+ cr$it ag5cy t ! build+ is eligible to receive an allocation ( h\s+ cr$it doll> am\nt "u ! rules ( p>agraphs 7#a7 & 7#b7 ( subsection 7m74 4 7b7 ,rules relat+ to exi/+ projects ,subp>agraph 7,f7 ( section #db7;h77#g71 z r$esignat$ by section #aceejc1 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 #aceejc1 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 date 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 #aceejc & subsection 7c71 is submitt$ aft] ! date ( ! enactm5t ( ?is ,act4 #aceejf4 ,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/ ,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 ,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 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 p>tn]%ip int]e/s1 includ+ an (f] by a relat$ p>ty4 4 7c7 ,con=m+ am5dm5ts ,subp>agraph 7,b7 ( section #db7;i77#g7 is am5d$ by /rik+ ! sum ( & all t foll[s & ins]t+ ! 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 ! t5ants74 ,9 ! case ( a pur*ase ( a p>tn]%ip int]e/1 ! m9imum pur*ase price is an am\nt n less ?an su* int]e/'s ratable %>e ( ! am\nt det]m9$ "u ! fir/ s5t5ce ( ?is subp>agraph44 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 #aceejg4 ,increase 9 cr$it = bond-f9anc$ projects designat$ by h\s+ cr$it ag5cy 7a7 ,9 g5]al ,section #db7;d77#e77;,b77v7 is am5d$ by /rik+ ,! prec$+ s5t5ce & ins]t+ ,9 ! case ( det]m9ations ( h\s+ cr$it doll> am\nt aft] ,decemb] #ca1 #bjbh1 ! prec$+ s5t5ce4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to build+s :i* receive a det]m9ation ( h\s+ cr$it doll> am\nt pursuant to section #db7m77#b77;,d7 ( ! ,int]nal ,rev5ue ,code ( #aihf aft] ! date ( ! enactm5t ( ?is ,act4 ,b ,neighborhood ,homes ,inve/m5t ,act #aceeaa4 ,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 ( #f1 multipli$ by ! ,/ate population 7det]m9$ 9 accordance ) section #adf7;j771 or 7,,ii7 #h1jjj1jjj1 & 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 #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$it4 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #f ,inve/m5ts 9 tribal infra/ructure #acefja4 ,treatm5t ( ,indian ,tribes z ,/ates ) respect to bond issuance 7a7 ,9 g5]al ,section #ghga7;c7 is am5d$ 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 #acefjb4 ,new m>kets tax cr$it = ,tribal ,/ati/ical ,areas 7a7 ,additional allocations = ,tribal ,/ati/ical ,areas ,section #de;,d7f71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,additional allocations = ,tribal ,/ati/ical ,areas 7,a7 ,9 g5]al ,9 ! case ( ea* cal5d> ye> aft] #bjba1 !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$it limitation4 7,c7 ,tribal /ati/ical area ,= purposes ( ?is p>agraph1 ! t]m ,tribal ,/ati/ical ,area means-- 7i7 any l[-income community :i* is locat$ 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 ,application ( inflation adju/m5t ,section #de;,d7f77#d71 z add$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ ! doll> am\nt p>agraph 7#a77;,h7 %all be increas$ & ins]t+ ! doll> am\nts 9 p>agraphs 7#a77;,h7 & 7#e77;,a7 %all ea* be increas$4 7d7 ,coord9ation ) exi/+ c>ryov] ,section #de;,d7f77#c71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ to read z foll[s3 7#c7 ,c>ryov] ( unus$ limitation ,if ! new m>kets tax cr$it limitation "u p>agraph 7#a7 = any cal5d> ye> exce$s ! am\nt ( su* limitation allocat$ by ! ,secret>y "u p>agraph 7#b7 = su* ye>1 su* limitation = ! succe$+ cal5d> ye> %all be increas$ by ! am\nt ( su* excess4 4 7e7 ,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 7f7 ,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 #acefjc4 ,inclusion ( ,indian areas z difficult developm5t areas = purposes ( c]ta9 build+s 7a7 ,9 g5]al ,subclause 7,i7 ( section #db7;d77#e77;,b77iii71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ 1 any ,indian area aft] m$ian gross income4 7b7 ,indian area ,clause 7iii7 ( section #db7;d77#e77;,b71 z am5d$ by ! prec$+ provisions ( ?is ,act is am5d$ by r$esignat+ subclause 7,,iii7 z subclause 7,v7 & by ins]t+ aft] subclause 7,,ii7 ! foll[+ new subclauses3 7,,iii7 ,indian area ,= purposes ( subclause 7,i71 ! t]m ,indian area means any ,indian area 7z def9$ 9 section #d7aa7 ( ! ,native ,am]ican ,h\s+ ,assi/ance & ,self ,det]m9ation ,act ( #aiif 7#be ,u4,s4,c4 #dajc7aa7774 7,,iv7 ,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 #g ,inve/m5ts 9 ! t]ritories #acegja4 ,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 relat$ to ! qualifi$ dome/ic corporation = 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+ #aci1ejj = #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#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 ! 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 #acegjb4 ,additional new m>kets tax cr$it allocations = ! t]ritories 7a7 ,9 g5]al ,section #de;,d7f71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,additional allocations = possessions ( ! ,unit$ ,/ates 7,a7 ,9 g5]al ,9 ! case ( ea* cal5d> ye> aft] #bjba1 !re is 79 addition to ! limitation "u p>agraph 7#a7-- 7i7 a new m>kets tax cr$it limitation ( #hj1jjj1jjj :i* %all be allocat$ by ! ,secret>y z provid$ 9 p>agraph 7#b7 except t su* limitation may only be allocat$ ) respect to l[-income communities locat$ 9 ,pu]to ,rico1 & 7ii7 a new m>kets tax cr$it limitation ( #bj1jjj1jjj :i* %all be allocat$ by ! ,secret>y z provid$ 9 p>agraph 7#b7 except t su* limitation may only be allocat$ ) respect to l[-income communities locat$ 9 possessions ( ! ,unit$ ,/ates o!r ?an ,pu]to ,rico4 7,b7 ,c>ryov] ( unus$ limitation 7i7 ,9 g5]al ,if ! cr$it limitation "u clause 7i7 or clause 7ii7 ( subp>agraph 7,a7 = any cal5d> ye> exce$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$it limitation arose4 7iii7 ,transf] ( expir$ possession 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$it limitation4 4 7b7 ,application ( inflation adju/m5t ,section #de;,d7f77#d71 z add$ & am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ p>agraphs 7#a77;,h7 & 7#e77;,a7 & ins]t+ p>agraphs 7#a77;,h71 7#e77;,a71 7#f77;,a77i71 & 7#f77;,a77ii74 7c7 ,effective dates ,! am5dm5ts made by ?is section %all apply to new m>kets tax cr$it limitation det]m9$ = cal5d> ye>s aft] ,decemb] #ca1 #bjba4 ,g ,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 #bjcd3 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 ,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 #bjcd44 7c7 ,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 #bjcd4 7d7 ,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 #bjcd4 7#b7 ,application ( phase\t p]c5tage 7,a7 ,r5ewable electricity production cr$it ,section #de7;b77#e77;,d7 is am5d$ by ins]t+ plac$ 9 s]vice be=e ,janu>y #a1 #bjbb aft] ,9 ! case ( any facility4 7,b7 ,en]gy cr$it ,section #dh7;a77#e77;,e77iv7 is am5d$ 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 7e7 ,p]c5tage phase\t ( cr$it ,section #de7;b7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,p]c5tage phase\t ( cr$it ,9 ! case ( any facility1 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 %all be r$uc$ by-- 7,a7 9 ! case ( any facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjca & be=e ,janu>y #a1 #bjcc1 #bj p]c5t1 7,b7 9 ! case ( any facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjcb & be=e ,janu>y #a1 #bjcd1 #dj p]c5t1 & 7,c7 9 ! case ( any facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjcc1 #ajj p]c5t4 4 7f7 ,wage & appr5tice%ip requirem5ts ,section #de7;b7 is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#g7 ,base cr$it am\nt & increas$ cr$it am\nt = qualifi$ facilities 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ facility :i* does n satisfy ! 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#f77 %all be #bj p]c5t ( su* am\nt 7det]m9$ )\t reg>d to ?is s5t5ce74 7,b7 ,increas$ cr$it = c]ta9 facilities meet+ project requirem5ts 7i7 ,9 g5]al ,9 ! case ( any qualifi$ facility :i* meets ! project requirem5ts ( ?is subp>agraph1 subp>agraph 7,a7 %all n apply4 7ii7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7,i7 ,a project ) a maximum net output ( less ?an #a megawatt4 7,,ii7 ,a project :i* comm5ces con/ruction prior to ! date ( ! enactm5t ( ?is p>agraph4 7,,iii7 ,a project :i* satisfies ! requirem5ts ( p>agraphs 7#h7 & 7#i74 7#h7 ,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 = ! #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 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 ! am\nt ( wages paid to su* labor] or me*anic dur+ su* p]iod1 &-- 7,,aa7 ! am\nt ( wages requir$ to be paid to su* labor] or me*anic pursuant to su* subp>agraph dur+ su* p]iod1 plus 7,,bb7 int]e/ on ! am\nt det]m9$ "u item 7aa7 at ! und]paym5t rate e/abli%$ "u section #ffba = ! 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 ,p5alty assess$ z tax ,! p5alty describ$ 9 clause 7i77,,ii7 %all be treat$ 9 ! same mann] z a p5alty impos$ "u sub*apt] ,b ( *apt] #fh4 7#i7 ,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 ,all contractors & subcontractors engag$ 9 ! p]=mance ( con/ruction1 alt]ation1 or repair "w on any project %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable project ! 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 an applicable project %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph1 or 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 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 ( ! contractor or subcontractor1 & 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#aj7 ,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#i77 %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 ,subject to clause 7iii71 ! requirem5t describ$ 9 ?is subclause ) respect to any qualifi$ facility is t1 prior to ! end ( ! taxable ye> 9 :i* su* facility is plac$ 9 s]vice1 ! taxpay] %all c]tify to ! ,secret>y t1 any /eel1 iron1 or manufactur$ product us$ 9 ! con/ruction ( su* facility 0 produc$ 9 ! ,unit$ ,/ates4 7ii7 ,/eel & iron ,9 ! case ( /eel or iron1 clause 7i7 %all be appli$ 9 a mann] consi/5t ) section #ffa4e7;b7 ( title #di1 ,code ( ,f$]al ,regulations4 7iii7 ,manufactur$ product ,= purposes ( clause 7i71 a manufactur$ product %all be deem$ to h be5 manufactur$ 9 ! ,unit$ ,/ates if n less ?an #ee p]c5t ( ! total co/ ( ! compon5ts ( su* product is attributable to compon5ts :i* are m9$1 produc$1 or manufactur$ 9 ! ,unit$ ,/ates4 7,c7 ,int]national agreem5ts ,?is p>agraph %all be appli$ 9 a mann] :i* is consi/5t ) ! obligations ( ! ,unit$ ,/ates "u int]national agreem5ts4 7#aa7 ,p5alty = direct pay 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#aj7 ) 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 ,exceptions ,9 ord] to facilitate ! use ( am\nts made available 9 ?is section1 increase ! tax inc5tives = inve/m5t 9 clean en]gy1 & gr[ ! dome/ic supply *a9s1 ! ,secret>y %all provide appropriate exceptions to ! dome/ic cont5t requirem5ts = products "u subp>agraph 7,c7 = ! con/ruction ( qualifi$ facilities if ei!r ! inclusion ( dome/ic products increases ! ov]all co/s ( projects by m ?an #be p]c5t or relevant manufactur$ products are n produc$ 9 ! ,unit$ ,/ates 9 suffici5t & reasonably available quantities or ( a satisfactory quality4 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 subsection4 4 7g7 ,effective date ,! am5dm5ts made by ?is section %all apply to facilities plac$ 9 s]vice 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 #bjcd3 7#a7 ,subsection 7a77#c77;,a77ii74 7#b7 ,subsection 7a77#c77;,a77vii74 7#c7 ,subsection 7c77#a77;,d74 7#d7 ,subsection 7c77#b77;,d74 7#e7 ,subsection 7c77#c77;,a77iv74 7#f7 ,subsection 7c77#d77;,c74 7b7 ,phase\t ( cr$it ,section #dh7;a7 is am5d$ by /rik+ p>agraphs 7#f7 & 7#g7 & ins]t+ ! foll[+ new p>agraphs3 7#f7 ,phase\t = sol> en]gy prop]ty 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 9 ! case ( any en]gy prop]ty describ$ 9 p>agraph 7#c77;,a77i7 ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjcd1 ! en]gy p]c5tage det]m9$ "u p>agraph 7#b7 %all be equal to-- 7i7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjai1 & :i* is plac$ 9 s]vice be=e ,janu>y #a1 #bjbb1 #bf p]c5t1 7ii7 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 #cj p]c5t1 7iii7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjca & be=e ,janu>y #a1 #bjcc1 #bf p]c5t1 & 7iv7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjcb & be=e ,janu>y #a1 #bjcd1 #bb p]c5t4 7,b7 ,plac$ 9 s]vice deadl9e ,9 ! case ( any en]gy prop]ty describ$ 9 p>agraph 7#c77;,a77i7 ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjcd1 & :i* is n plac$ 9 s]vice be=e ,janu>y #a1 #bjcf1 ! en]gy p]c5tage det]m9$ "u p>agraph 7#b7 %all be equal to #aj p]c5t4 7#g7 ,phase\t = c]ta9 o!r en]gy prop]ty 7,a7 ,9 g5]al ,subject to subp>agraph 7,b71 9 ! case ( any qualifi$ fuel cell prop]ty1 qualifi$ small w9d prop]ty1 wa/e en]gy recov]y prop]ty1 or en]gy prop]ty describ$ 9 p>agraph 7#c77;,a77ii71 ! en]gy p]c5tage det]m9$ "u p>agraph 7#b7 %all be equal to-- 7i7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjai1 & :i* is plac$ 9 s]vice be=e ,janu>y #a1 #bjbb1 #bf p]c5t1 7ii7 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 #cj p]c5t1 7iii7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjca & be=e ,janu>y #a1 #bjcc1 #bf p]c5t1 & 7iv7 9 ! case ( any prop]ty ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjcb & be=e ,janu>y #a1 #bjcd1 #bb p]c5t4 7,b7 ,plac$ 9 s]vice deadl9e ,9 ! case ( any en]gy prop]ty describ$ 9 subp>agraph 7,a7 :i* is n plac$ 9 s]vice be=e ,janu>y #a1 #bjcf1 ! en]gy p]c5tage det]m9$ "u p>agraph 7#b7 %all be equal to #j p]c5t4 4 7c7 #cj p]c5t cr$it = sol> & geo!rmal 7#a7 ,ext5sion = sol> ,section #dh7;a77#b77;,a77i77,,ii7 is am5d$ by /rik+ ,janu>y #a1 #bjbd & ins]t+ ,janu>y #a1 #bjcd4 7#b7 ,application to geo!rmal 7,a7 ,9 g5]al ,p>agraphs 7#b77;,a77i77,,ii71 7#f77;,a71 & 7#f77;,b7 ( section #dh7;a7 are ea* am5d$ by /rik+ p>agraph 7#c77;,a77i7 & ins]t+ clause 7i71 7iii71 or 7vii7 ( p>agraph 7#c77;,a74 7,b7 ,con=m+ am5dm5t ,! head+ ( section #dh7;a77#f7 is am5d$ by ins]t+ & geo!rmal aft] sol> en]gy4 7d7 ,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 7viii7 en]gy /orage te*nology1 7ix7 qualifi$ biogas prop]ty1 or 7x7 microgrid controll]s1 4 7#b7 ,application ( #cj 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 & 4 7#c7 ,application ( phase\t ,section #dh7;a77#g7 is am5d$ by ins]t+ en]gy /orage te*nology1 qualifi$ biogas prop]ty1 microgrid contoll]s1 aft] wa/e en]gy recov]y prop]ty14 7#d7 ,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 equipm5t 7o!r ?an equipm5t prim>ily us$ 9 ! transportation ( goods or individuals & n = ! production ( electricity7 :i* uses batt]ies1 compress$ air1 pump$ hydrop[]1 hydrog5 /orage1 !rmal en]gy /orage1 reg5]ative fuel cells1 fly:eels1 capacitors1 sup]conduct+ magnets1 or o!r te*nologies id5tifi$ by ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy1 to /ore en]gy = conv]sion to electricity 7or1 9 ! case ( hydrog5 /orage1 to /ore en]gy71 & has a 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 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$ 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 #bjcd4 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?ane1 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 = productive use4 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 #bjcd4 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* microgrid to ma9ta9 acceptable frequ5cy1 voltage1 or economic dispat*4 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$]al ,p[] ,act 7#af ,u4,s4,c4 #bdo774 7,c7 ,t]m9ation ,! t]m microgrid controll] %all n include any prop]ty ! con/ruction ( :i* does n beg9 be=e ,janu>y #a1 #bjcd4 4 7#e7 ,d5ial ,( ,d\ble ,b5efit ,= ,qualifi$ ,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#f7 ,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 7e7 ,fuel cells us+ electrome*anical processes 7#a7 ,9 g5]al ,section #dh7;c77#a7 is am5d$-- 7,a7 9 subp>agraph 7,a77i7-- 7i7 by ins]t+ or electrome*anical aft] electro*emical1 & 7ii7 by ins]t+ 7#a kil[atts 9 ! case ( a fuel cell p[] plant ) a l9e> g5]ator assembly7 aft] #j4e kil[att1 & 7,b7 9 subp>agraph 7,c7-- 7i7 by ins]t+ 1 or l9e> g5]ator assembly1 aft] a fuel cell /ack assembly1 & 7ii7 by ins]t+ or electrome*anical aft] electro*emical4 7#b7 ,l9e> g5]ator assembly limitation ,section #dh7;c77#a7 is am5d$ by r$esignat+ subp>agraph 7,d7 z subp>agraph 7,e7 & by ins]t+ aft] subp>agraph 7,c7 ! foll[+ new subp>agraph3 7,d7 ,l9e> g5]ator assembly ,! t]m l9e> g5]ator assembly does n include any assembly :i* conta9s rotat+ p>ts4 4 7f7 ,dynamic glass ,section #dh7;a77#c77;,a77ii7 is am5d$ 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 7g7 ,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 7h7 ,wage & appr5tice%ip requirem5ts ,section #dh7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#h7 ,base cr$it am\nt & increas$ cr$it am\nt = en]gy projects 7,a7 ,9 g5]al 7i7 ,rule ,9 ! case ( any en]gy project :i* does n satisfy ! requirem5ts ( subp>agraph 7,b71 ! am\nt ( ! cr$it det]m9$ "u ?is subsection 7det]m9$ aft] ! application ( p>agraphs 7#a7 ?r\gh 7#g77 %all be #bj p]c5t ( su* am\nt 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/+ ( multiple en]gy prop]ties t are "p ( a s+le project4 ,! requirem5ts ( ?is p>agraph %all be appli$ to su* project4 7,b7 ,increas$ cr$it = en]gy projects meet+ project requirem5ts 7i7 ,9 g5]al ,9 ! case ( any en]gy project :i* meets ! project requirem5ts ( ?is subp>agraph1 subp>agraph 7,a7 %all n apply4 7ii7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7,i7 ,a project ) a maximum net output ( less ?an #a megawatt4 7,,ii7 ,a project :i* comm5ces con/ruction prior to ! date ( ! enactm5t ( ?is p>agraph4 7,,iii7 ,a project :i* satisfies ! requirem5ts ( p>agraphs 7#i7 & 7#aj74 7#i7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 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 project 1 & 7ii7 = any ye> dur+ ! p]iod beg9n+ on ! date any en]gy prop]ty ( su* project is orig9ally plac$ 9 s]vice1 ! alt]ation or repair ( su* prop]ty1 %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 ,a taxpay] %all n be treat$ z fail+ to satisfy ! requirem5ts ( ?is p>agraph if su* taxpay] meets requirem5ts simil> to ! requirem5ts ( section #de7;b77#h77;,b74 7#aj7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to ! con/ruction ( any applicable facility are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,all contractors & subcontractors engag$ 9 ! p]=mance ( con/ruction1 alt]ation1 or repair "w on any applicable facility prior to su* facility be+ plac$ into s]vice %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable project ! 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 an applicable project %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 7,e7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ,labor h\rs ,! t]m labor h\rs has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77i74 7ii7 ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77ii74 7#aa7 ,dome/ic cont5t bonus cr$it am\nt 7,a7 ,9 g5]al ,9 ! case ( any en]gy project :i* satisfies ! requirem5ts "u subp>agraph 7,b71 ! en]gy p]c5tage 9 subsection 7a77#b7 %all be increas$ by ! applicable rate 9 subp>agraph 7,c74 7,b7 ,requirem5ts 7i7 ,9 g5]al ,! requirem5t describ$ 9 ?is subclause ) respect to any en]gy project is satisfi$ if ! taxpay] c]tifies to ! ,secret>y 7at su* "t1 & 9 su* =m & mann]1 z ! ,secret>y may prescribe7 t ! facility is compos$ ( /eel1 iron1 or manufactur$ products :i* 7 produc$ 9 ! ,unit$ ,/ates4 7ii7 ,/eel & iron ,9 ! case ( /eel or iron1 clause 7i7 %all be appli$ 9 a mann] consi/5t ) section #ffa4e7;b7 ( title #di1 ,code ( ,f$]al ,regulations4 7iii7 ,manufactur$ product ,= purposes ( clause 7i71 a manufactur$ product %all be deem$ to h be5 manufactur$ 9 ! ,unit$ ,/ates if n less ?an #ee p]c5t ( ! total co/ ( ! compon5ts ( su* product is attributable to compon5ts :i* are m9$1 produc$1 or manufactur$ 9 ! ,unit$ ,/ates4 7,c7 ,applicable rate increase ,= purposes ( subp>agraph 7,a71 ! applicable cr$it rate increase %all be an am\nt equal to-- 7i7 9 ! case ( en]gy project t does n meet ! requirem5ts ( subclause 7,i7 or 7,,iii7 ( p>agraph 7#h77;,b77ii71 #b p]c5tage po9ts1 & 7ii7 9 ! case ( en]gy prop]ty t meets ! requirem5ts ( subclause 7,i7 or 7,,iii7 ( p>agraph 7#h77;,b77ii71 #aj p]c5tage po9ts4 7,d7 ,int]national agreem5ts ,?is p>agraph %all be appli$ 9 a mann] :i* is consi/5t ) ! obligations ( ! ,unit$ ,/ates "u int]national agreem5ts4 7#ab7 ,p5alty = direct pay 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 en]gy projects ,9 ! case ( any en]gy project-- 7i7 :i* satisfies ! requirem5ts "u p>agraph 7#aa7 ) respect to ! con/ruction ( su* project1 or 7ii7 ) a maximum net output ( less ?an #a megawatt ! applicable p]c5tage %all be #ajj p]c5t4 7,c7 ,phas$ dome/ic cont5t requirem5t ,subject to subp>agraph 7,d71 9 ! case ( any en]gy project :i* is n describ$ 9 subp>agraph 7,b71 ! applicable p]c5tage %all be-- 7i7 if con/ruction ( su* project began be=e ,janu>y #a1 #bjbd1 #ajj p]c5t1 7ii7 if con/ruction ( su* project began 9 cal5d> ye> #bjbd1 #ij p]c5t1 7iii7 if con/ruction ( su* project began 9 cal5d> ye> #bjbe1 #he p]c5t1 & 7iv7 if con/ruction ( su* project began aft] ,decemb] #ca1 #bjbe1 #j p]c5t4 7,d7 ,exceptions ,9 ord] to facilitate ! use ( am\nts made available 9 ?is section1 increase ! tax inc5tives = inve/m5t 9 clean en]gy1 & gr[ ! dome/ic supply *a9s1 ! ,secret>y %all provide appropriate exceptions to ! dome/ic cont5t requirem5ts = products "u subp>agraph 7,c7 = ! con/ruction ( qualifi$ facilities if ei!r ! inclusion ( dome/ic products increases ! ov]all co/s ( projects by m ?an #be p]c5t or relevant manufactur$ products are n produc$ 9 ! ,unit$ ,/ates 9 suffici5t & reasonably available quantities or ( a satisfactory quality4 7#ac7 ,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 subsection4 4 7i7 ,effective dates 7#a7 ,! am5dm5ts made by subsections 7a71 7b71 7c71 7e71 7f71 7g71 & 7h7 ( ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 7#b7 ,! am5dm5t made by subsection 7d7 %all apply to p]iods aft] ,decemb] #ca1 #bjba1 "u rules simil> to ! rules ( section #dh7m7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z 9 effect on ! day be=e ! date ( ! enactm5t ( ! ,rev5ue ,reconciliation ,act ( #aiij74 #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> facilities plac$ 9 s]vice 9 connection ) l[-income communities 7#a7 ,9 g5]al ,9 ! case ( any qualifi$ sol> facility ) respect to :i* ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 makes an allocation ( environm5tal ju/ice sol> capacity limitation "u p>agraph 7#d7-- 7,a7 equipm5t describ$ 9 p>agraph 7#c77;,b7 %all be treat$ = purposes ( ?is section z en]gy prop]ty describ$ 9 subsection 7a77#b77;,a77i71 7,b7 ! 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,c7 ! 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> 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> facility ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,! t]m qualifi$ sol> facility means any facility-- 7i7 :i* g5]ates electricity solely f prop]ty describ$ 9 subsection 7a77#c77;,a77i71 7ii7 :i* has a nameplate capacity ( #e megawatts or less1 & 7iii7 :i*-- 7,i7 is locat$ 9 a l[-income community 7z def9$ 9 section #de;,d7e771 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 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 7,a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m eligible prop]ty means-- 7i7 en]gy prop]ty :i* is describ$ 9 subsection 7a77#c77;,a77i71 includ+ en]gy /orage prop]ty 7describ$ 9 subsection 7a77#c77;,a77viii77 in/all$ 9 connection ) su* en]gy prop]ty1 & 7ii7 ! am\nt ( any exp5ditures :i* are paid or incurr$ by ! taxpay] = qualifi$ int]connection prop]ty in/all$ 9 connection ) ! in/allation ( prop]ty describ$ 9 subp>agraph 7,a7 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 ,def9itions ,= purposes ( subp>agraph 7,a7-- 7i7 ,qualifi$ int]connection prop]ty ,! t]m qualifi$ int]connection prop]ty means1 ) respect to a qualifi$ facility :i* is n a microgrid1 any tangible prop]ty-- 7,i7 :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* ! qualifi$ facility int]connects to su* transmission or di/ribution sy/em 9 ord] to accommodate su* int]connection1 7,,ii7 ei!r-- 7aa7 :i* is con/ruct$1 recon/ruct$1 or erect$ by ! taxpay]1 or 7bb7 = :i* ! co/ ) respect to ! con/ruction1 recon/ruction1 or erection ( su* prop]ty is paid or incurr$ by su* taxpay]1 & 7,,iii7 ! orig9al use ( :i*1 pursuant to an int]connection agreem5t1 comm5ces ) ! utility4 7ii7 ,int]connection agreem5t ,! t]m int]connection agreem5t means an agreem5t ) a utility = ! purposes ( int]connect+ ! qualifi$ facility own$ by su* taxpay] to ! transmission or di/ribution sy/em ( su* utility4 7iii7 ,utility ,! t]m utility means ! own] or op]ator ( an electrical transmission or di/ribution sy/em :i* is subject to ! regulatory au?ority (-- 7,i7 ! ,f$]al ,en]gy ,regulatory ,commission1 or 7,,ii7 a ,/ate or political subdivision !re(1 any ag5cy or in/rum5tality ( ! ,unit$ ,/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,c7 ,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 7#d7 ,allocations 7,a7 ,9 g5]al ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is subsection1 ! ,secret>y %all e/abli% a program to allocate am\nts ( environm5tal ju/ice sol> capacity limitation to qualifi$ sol> facilities4 7,b7 ,limitation ,! am\nt ( environm5tal ju/ice sol> 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 #bjca1 & 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$+ s5t5ce to any cal5d> ye> aft] #bjcc4 7,e7 ,plac$ 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> 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$ sol> facilities to allocate environm5tal ju/ice sol> 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]nm5ts & community-bas$ organizations4 7,g7 ,disclosure ( allocations ,! ,secret>y %all1 ^u mak+ an allocation ( environm5tal ju/ice sol> capacity limitation "u ?is p>agraph1 publicly disclose ! id5tity ( ! applicant1 ! am\nt ( ! environm5tal ju/ice sol> 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 apply to p]iods aft] ,decemb] #ca1 #bjba1 "u rules simil> to ! rules ( section #dh7m7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z 9 effect on ! day be=e ! date ( ! enactm5t ( ! ,rev5ue ,reconciliation ,act ( #aiij74 #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 ,! r5ewable electricity production cr$it det]m9$ "u section #de4 7#b7 ,! en]gy cr$it det]m9$ "u section #dh4 7#c7 ,! cr$it = c>bon oxide seque/ration det]m9$ "u section #de,q4 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 or any ,indian tribal gov]nm5t 7)9 ! mean+ ( section #aci;,e71 :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 qualifi$ res\rces1 qualifi$ facility1 or en]gy 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 ( p>agraph 7#b77;,a77ii74 7#c7 ,irrevocable election ,any election "u ?is subsection %all be made n lat] ?an ! due date 7includ+ ext5sions ( "t7 = ! return ( tax = ! taxable ye> = :i* ! applicable cr$it is det]m9$1 b 9 no ev5t e>li] ?an #ahj days aft] ! date ( ! enactm5t ( ?is section4 ,any su* election1 once made1 %all be irrevocable4 7#d7 ,tim+ ,! paym5t describ$ 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 ( ! 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 subp>agraph 7,a77ii7 ( p>agraph 7#b7 %all be treat$ 9 ! same mann] z a refund due f a cr$it provision ref]r$ to 9 subp>agraph 7,b7 ( su* p>agraph4 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 ) respect to su* facility = su* taxable ye>1 ov] 7ii7 ! am\nt ( ! cr$it :i*1 )\t application ( ?is subsection1 w\ld be o!rwise all[able "u ?is section ) respect to su* facility = su* taxable ye>4 7d7 ,d5ial ( d\ble b5efit ,9 ! case ( a taxpay] mak+ an election "u ?is section ) respect to an applicable cr$it1 su* cr$it %all be r$uc$ to z]o & su* taxpay] %all be deem$ to h tak5 su* cr$it4 7e7 ,mirror code possessions ,9 ! case ( any possession ( ! ,unit$ ,/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 ,rules simil> to ! rules ( subsections 7a7 & 7c7 ( 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$it t w\ld be o!rwise all[able4 4 7b7 ,cl]ical am5dm5t ,! table ( sections = sub*apt] ,b ( *apt] #fe is am5d$ by ins]t+ aft] ! item relat+ to section #fdaf ! foll[+ new item3 ,sec4 #fdag4 ,elective paym5t ( applicable cr$its4 4 7c7 ,9 g5]al ,! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice 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 #cj 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 ,! t]m qualify+ electric transmission l9e means an electric transmission l9e :i*-- 7,a7 is capable ( transmitt+ electricity at a voltage ( n less ?an #bge kilovolts1 & 7,b7 has a transmission capacity ( n less ?an #ejj megawatts4 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 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 necess>y = ! op]ation ( 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;,b7 %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 ,no cr$it %all be all[$ "u ?is section ) respect to-- 7#a7 any prop]ty if 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]ative has1 be=e ! date ( ! enactm5t ( ?is section1 select$ = co/ allocation su* prop]ty = co/ recov]y1 or 7#b7 any prop]ty if-- 7,a7 con/ruction ( su* prop]ty beg9s be=e ,janu>y #a1 #bjbb1 or 7,b7 con/ruction ( any portion ( ! qualify+ electric transmission l9e to :i* su* prop]ty relates beg9s be=e su* date4 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$it adju/m5ts2 ,wage & appr5tice%ip requirem5ts 7#a7 ,base cr$it am\nt & increas$ cr$it am\nt = applicable facilities 7,a7 ,9 g5]al 7i7 ,rule ,9 ! case ( any applicable facility :i* does n satisfy ! requirem5ts ( subp>agraph 7,b71 ! am\nt ( ! cr$it det]m9$ "u ?is subsection %all be #bj p]c5t ( su* am\nt 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 ,increas$ cr$it = applicable facility meet+ project requirem5ts 7i7 ,9 g5]al ,9 ! case ( any applicable facility :i* meets ! project requirem5ts ( ?is subp>agraph1 subp>agraph 7,a7 %all n apply4 7ii7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7,i7 ,a project ) a maximum net output ( less ?an #a megawatt4 7,,ii7 ,a project :i* comm5ces con/ruction prior to ! date ( ! enactm5t ( ?is p>agraph4 7,,iii7 ,a project :i* satisfies ! requirem5ts ( p>agraphs 7#b7 & 7#c74 7#b7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any applicable 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 or prop]ty is orig9ally plac$ 9 s]vice1 ! alt]ation or repair ( su* facility or prop]ty1 %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 ,a taxpay] %all n be treat$ z fail+ to satisfy ! requirem5ts ( ?is p>agraph if su* taxpay] meets requirem5ts simil> to ! requirem5ts ( section #de7;b77#h77;,b74 7#c7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to ! con/ruction ( any applicable facility are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,all contractors & subcontractors engag$ 9 ! p]=mance ( con/ruction1 alt]ation1 or repair "w on any applicable facility prior to su* facility be+ plac$ into s]vice %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable project ! 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 an applicable project %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 7,e7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ,labor h\rs ,! t]m labor h\rs has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77i74 7ii7 ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77ii74 7#d7 ,dome/ic cont5t bonus cr$it am\nt 7,a7 ,9 g5]al ,9 ! case ( any applicable facility :i* satisfies ! requirem5ts "u subp>agraph 7,b71 ! cr$it det]m9$ "u subsection 7a7 %all be increas$ by ! applicable rate 9 subp>agraph 7,c74 7,b7 ,requirem5ts 7i7 ,9 g5]al ,! requirem5t describ$ 9 ?is subclause ) respect to any applicable facility is satisfi$ if ! taxpay] c]tifies to ! ,secret>y 7at su* "t1 & 9 su* =m & mann]1 z ! ,secret>y may prescribe7 t ! facility is compos$ ( /eel1 iron1 or manufactur$ products :i* 7 produc$ 9 ! ,unit$ ,/ates4 7ii7 ,/eel & iron ,9 ! case ( /eel or iron1 clause 7i7 %all be appli$ 9 a mann] consi/5t ) section #ffa4e7;b7 ( title #di1 ,code ( ,f$]al ,regulations4 7iii7 ,manufactur$ product ,= purposes ( clause 7i71 a manufactur$ product %all be deem$ to h be5 manufactur$ 9 ! ,unit$ ,/ates if n less ?an #ee p]c5t ( ! total co/ ( ! compon5ts ( su* product is attributable to compon5ts :i* are m9$1 produc$1 or manufactur$ 9 ! ,unit$ ,/ates4 7,c7 ,applicable rate increase ,= purposes ( subp>agraph 7,a71 ! applicable cr$it rate increase %all be an am\nt equal to-- 7i7 9 ! case ( applicable facility t does n meet ! requirem5ts ( subclause 7,i7 or 7,,iii7 ( p>agraph 7#a77;,b77ii71 #b p]c5tage po9ts1 & 7ii7 9 ! case ( applicable facility t meets ! requirem5ts ( subclause 7,i7 or 7,,iii7 ( p>agraph 7#a77;,b77ii71 #aj p]c5tage po9ts4 7,d7 ,int]national agreem5ts ,?is p>agraph %all be appli$ 9 a mann] :i* is consi/5t ) ! obligations ( ! ,unit$ ,/ates "u int]national agreem5ts4 7#e7 ,p5alty = direct pay 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 applicable facility ,9 ! case ( any applicable facility-- 7i7 :i* satisfies ! requirem5ts "u p>agraph 7#aa7 ) respect to ! con/ruction ( su* prop]ty1 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 ,exceptions ,9 ord] to facilitate ! use ( am\nts made available 9 ?is section1 increase ! tax inc5tives = inve/m5t 9 clean en]gy1 & gr[ ! dome/ic supply *a9s1 ! ,secret>y %all provide appropriate exceptions to ! dome/ic cont5t requirem5ts = products "u subp>agraph 7,c7 = ! con/ruction ( qualifi$ facilities if ei!r ! inclusion ( dome/ic products increases ! ov]all co/s ( projects by m ?an #be p]c5t or relevant manufactur$ products are n produc$ 9 ! ,unit$ ,/ates 9 suffici5t & reasonably available quantities or ( a satisfactory quality4 7g7 ,t]m9ation ,?is section %all n apply to any prop]ty unless-- 7#a7 su* prop]ty is plac$ 9 s]vice be=e ,janu>y #a1 #bjcb1 & 7#b7 ! qualify+ electric transmission l9e ) respect to :i* su* prop]ty relates is plac$ 9 s]vice be=e su* date4 7h7 ,regulations & guidance ,! ,secret>y1 aft] consultation ) ! ,*airman ( ! ,f$]al ,en]gy ,regulatory ,commission1 %all issue su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate to c>ry out ! purposes ( ?is section4 4 7b7 ,elective paym5t ( cr$it ,section #fdag7;b71 z add$ 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 ,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$-- 7,a7 by /rik+ & at ! end ( clause 7iv71 7,b7 by /rik+ ! p]iod at ! end ( clause 7v7 & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+ new clause3 7vi7 ! basis ( any qualify+ electric transmission prop]ty "u section #dh;,d4 4 7#c7 ,section #ej7;a77#b77;,e7 is am5d$ by /rik+ or #dh;,c7b77#b7 & ins]t+ #dh;,c7b77#b71 or #dh;,d4 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 7d7 ,effective date 7#a7 ,9 g5]al ,! am5dm5ts made by ?is section %all apply to prop]ty plac$ 9 s]vice aft] ,decemb] #ca1 #bjba4 7#b7 ,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 ,z]o emissions facility cr$it 7a7 ,9 g5]al ,subp>t ,e ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #dh;,c ! foll[+ new section3 #dh;,e4 ,z]o emissions facility cr$it 7a7 ,9 g5]al ,= purposes ( section #df1 ! z]o emissions facility cr$it = any taxable ye> is an am\nt equal to #cj p]c5t ( ! qualifi$ inve/m5t = su* taxable ye> ) respect to any z]o emissions facility ( ! taxpay]4 7b7 ,qualifi$ inve/m5t 7#a7 ,9 g5]al ,= purposes ( subsection 7a71 ! qualifi$ inve/m5t = any taxable ye> is ! basis ( eligible prop]ty plac$ 9 s]vice by ! taxpay] dur+ su* taxable ye> :i* is "p ( a z]o emissions facility4 7#b7 ,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 7#c7 ,limitation ,! am\nt :i* is treat$ z ! qualifi$ inve/m5t = all taxable ye>s ) respect to any z]o emissions facility %all n exce$ ! am\nt designat$ by ! ,secret>y z eligible = ! cr$it "u ?is section4 7c7 ,z]o emissions facility 7#a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m z]o emissions facility means any facility-- 7,a7 :i* g5]ates electricity1 7,b7 :i* does n g5]ate any gre5h\se gases 7)9 ! mean+ ( section #baa7o77#a77;,g7 ( ! ,clean ,air ,act 7#db ,u4,s4,c4 #gede7o77#a77;,g771 z 9 effect on ! date ( ! enactm5t ( ?is section71 7,c7 :i* uses a te*nology or process :i*1 9 ! cal5d> ye> 9 :i* an am\nt ( cr$it is designat$ ) respect to su* facility1 a*iev$ a m>ket p5etration level ( less ?an #c p]c5t1 7,d7 no portion ( :i* is-- 7i7 a qualifi$ facility 7z def9$ 9 section #de7;d771 7ii7 an advanc$ nucle> p[] facility 7z def9$ 9 section #de;,j7d771 7iii7 a qualifi$ facility 7z def9$ 9 section #de,q71 or 7iv7 en]gy prop]ty 7z def9$ 9 section #dh7;a77#c774 7#b7 ,m>ket p5etration level ,= purposes ( ?is subsection1 ! t]m m>ket p5etration level means1 ) respect to any cal5d> ye>1 ! am\nt equal to ! great] (-- 7,a7 ! am\nt 7express$ z a p]c5tage7 equal to ! quoti5t (-- 7i7 ! sum ( all electricity produc$ 7express$ 9 t]awatt h\rs7 f ! te*nology or me?od us$ = ! production ( electricity by all electricity g5]at+ facilities 9 ! ,unit$ ,/ates dur+ su* cal5d> ye> 7z det]m9$ by ! ,secret>y on ! basis ( data report$ by ! ,en]gy ,in=mation ,adm9i/ration71 divid$ by ! total dome/ic p[] sector electricity production 7express$ 9 t]awatt h\rs7 = su* cal5d> ye>1 or 7ii7 ! am\nt det]m9$ "u ?is subp>agraph = ! prec$+ cal5d> ye> ) respect to su* te*nology or me?od4 7d7 ,eligible prop]ty ,= purposes ( ?is section1 ! t]m eligible prop]ty means any prop]ty-- 7#a7 :i* is necess>y = ! g5]ation ( electricity1 7#b7 :i* is-- 7,a7 tangible p]sonal prop]ty1 or 7,b7 o!r tangible prop]ty 7n includ+ a build+ or its /ructural compon5ts71 b only if su* prop]ty is us$ z an integral "p ( ! z]o emissions facility1 & 7#c7 ) respect to :i* depreciation 7or amortization 9 lieu ( depreciation7 is all[able4 7e7 ,allocations 7#a7 ,9 g5]al ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is section1 ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 %all e/abli% a program to consid] & aw>d c]tification am\nts ( z]o emissions facility cr$it limitation to z]o emissions facilities4 7#b7 ,annual limitation 7,a7 ,9 g5]al ,! am\nt ( z]o emissions facility cr$it limitation t may be designat$ "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 ,= purposes ( ?is subsection1 ! t]m annual cr$it limitation means #bej1jjj1jjj = ea* ( cal5d> ye>s #bjbb ?r\gh #bjca1 & z]o !reaft]4 7,c7 ,c>ryov] ( unus$ 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$+ s5t5ce to any cal5d> ye> aft] #bjca4 7#c7 ,plac$ 9 s]vice deadl9e 7,a7 ,9 g5]al ,no cr$it %all be det]m9$ "u subsection 7a7 ) respect to any z]o emissions facility :i* is plac$ 9 s]vice aft] ! date t is #d ye>s aft] ! date ( ! designation "u ?is subsection relat+ to su* z]o emissions facility4 7,b7 ,application ( c>ryov] ,any am\nt ( cr$it :i* expires "u subp>agraph 7,a7 dur+ any cal5d> ye> %all be tak5 into acc\nt z an excess describ$ 9 p>agraph 7#b77;,c7 7or z an increase 9 su* excess7 = su* cal5d>1 subject to ! limitation impos$ by ! la/ s5t5ce ( su* p>agraph4 7#d7 ,selection crit]ia ,9 det]m9+ :i* z]o emissions facilities to c]tify "u ?is section1 ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 %all-- 7,a7 take into consid]ation :i* facilities-- 7i7 w result 9 ! greate/ r$uction ( gre5h\se gas emissions1 7ii7 h ! greate/ pot5tial = te*nological innovation & comm]cial deploym5t1 & 7iii7 w result 9 ! greate/ r$uction ( local environm5tal effects t are h>mful to human heal?1 & 7,b7 require t applicants provide writt5 assurances to ! ,secret>y t all labor]s & me*anics employ$ by contractors & subcontractors 9 ! p]=mance ( con/ruction1 alt]ation or repair "w on a z]o emissions facility %all be paid wages at rates n less ?an ^? prevail+ on projects ( a simil> "* 9 ! locality z det]m9$ by ! ,secret>y ( ,labor 9 accordance ) sub*apt] ,,iv ( *apt] #ca ( title #dj1 ,unit$ ,/ates ,code4 7#e7 ,disclosure ( c]tifications ,! ,secret>y %all1 ^u mak+ a c]tification "u ?is subsection1 publicly disclose ! id5tity ( ! applicant1 ! am\nt ( ! cr$it aw>d$ ) respect to su* applicant1 & ! location ( ! z]o-emissions facility = :i* su* cr$it is aw>d$4 7f7 ,cr$it condition$ ^u wage & appr5tice%ip requirem5ts 7#a7 ,9 g5]al ,no cr$it %all be allocat$ = a z]o emissions facility "u ?is section unless ! z]o emissions facility meets ! prevail+ wage requirem5ts ( p>agraph 7#b7 & ! appr5tice%ip requirem5ts ( p>agraph 7#c74 7#b7 ,prevail+ wage requirem5ts 7,a7 ,9 g5]al ,! requirem5ts describ$ 9 ?is p>agraph ) respect to a z]o emissions facility are t ! taxpay] %all ensure t any labor]s & me*anics employ$ by contractors & subcontractors 9-- 7i7 ! con/ruction ( su* z]o emissions facility1 & 7ii7 = any ye> dur+ ! #e-ye> p]iod beg9n+ on ! date ! facility is orig9ally plac$ 9 s]vice1 ! alt]ation or repair ( su* z]o emissions 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 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* z]o emissions 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 ! am\nt ( wages paid to su* labor] or me*anic dur+ su* p]iod1 &-- 7bb7 ! am\nt ( wages requir$ to be paid to su* labor] or me*anic pursuant to su* subp>agraph dur+ su* p]iod1 plus 7,,aa7 int]e/ on ! am\nt det]m9$ "u item 7aa7 at ! und]paym5t rate e/abli%$ "u section #ffba = ! 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 ,p5alty assess$ z tax ,! p5alty describ$ 9 clause 7i77,,ii7 %all be treat$ 9 ! same mann] z a p5alty impos$ "u sub*apt] ,b ( *apt] #fh4 7#c7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to a z]o emissions facility are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,all contractors & subcontractors engag$ 9 ! p]=mance ( con/ruction1 alt]ation1 or repair "w on any facility prior to su* facility be+ plac$ into s]vice %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable z]o emissions facility ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable z]o emissions facility ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable z]o emissions 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 an applicable z]o emissions facility %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 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 ( ! contractor or subcontractor prior to a facility be+ plac$ into s]vice1 & 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$]al ,regulations74 7ii ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77ii74 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 subsection4 7#e7 ,p5alty = direct pay 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#e7 ) 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 ,if ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,comm]ce & ! ,unit$ ,/ates ,trade ,repres5tative1 det]m9es t1 = purposes ( application ( ! requirem5ts "u p>agraph 7#e7 ) respect to ! con/ruction ( ! qualifi$ facility-- 7i7 _! application w\ld be inconsi/5t ) ! public int]e/1 7ii7 su* mat]ials & products are n produc$ 9 ! ,unit$ ,/ates 9 suffici5t & reasonably available quantities & ( a satisfactory quality1 or 7iii7 inclusion ( dome/ic mat]ial w increase ! co/ ( ! con/ruction ( ! qualifi$ facility by m ?an #be p]c5t1 ! applicable p]c5tage %all be #ajj p]c5t4 4 7b7 ,elective paym5t ( cr$it ,section #fdag7;b71 z add$ & am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,! z]o emissions facility cr$it det]m9$ "u section #dh;,e4 4 7c7 ,con=m+ am5dm5ts 7#a7 ,section #df is am5d$ by /rik+ & at ! end ( p>agraph 7#f71 by /rik+ ! p]iod at ! end ( p>agraph 7#g7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new p>agraph3 7#h7 ! z]o emissions facility cr$it4 4 7#b7 ,section #di7;a77#a77;,c7 is am5d$ by /rik+ & at ! end ( clause 7v71 by /rik+ ! p]iod at ! end ( clause 7vi7 & ins]t+ a comma1 & by add+ at ! end ! foll[+ new clause3 7vii7 ! basis ( any eligible prop]ty :i* is "p ( a z]o emissions facility "u section #dh;,d4 4 7#c7 ,section #ej7;a77#b77;,e7 is am5d$ by /rik+ or #dh;,d & ins]t+ #dh;,d1 or #dh;,e7b77#b74 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 ,sec4 #dh;,e4 ,z]o emissions facility cr$it4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to p]iods aft] ,decemb] #ca1 #bjba1 "u rules simil> to ! rules ( section #dh7m7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z 9 effect on ! day be=e ! date ( ! enactm5t ( ! ,rev5ue ,reconciliation ,act ( #aiij7 #acfajg4 ,ext5sion & modification ( cr$it = c>bon oxide seque/ration 7a7 ,ext5sion ,section #de,q7d77#a7 is am5d$ by /rik+ ,janu>y #a1 #bjbf & ins]t+ ,janu>y #a1 #bjcb4 7b7 ,modification ( c>bon oxide capture requirem5ts ,section #de,q7d77#b7 is am5d$ to read z foll[s3 7#b7 :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 ( ! 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> & n less ?an #ej p]c5t ( ! c>bon oxide t w\ld o!rwise be releas$ into ! atmosph]e by su* facility dur+ su* taxable ye>4 4 7c7 ,det]m9ation ( applicable doll> am\nt 7#a7 ,9 g5]al ,section #de,q7b77#a7 is am5d$ by r$esignat+ subp>agraph 7,b7 z subp>agraph 7,c7 & by ins]t+ aft] subp>agraph 7,a7 ! foll[+ new subp>agraph3 7,b7 ,special rule = direct air capture facilities ,= any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 9 ! case ( any qualifi$ facility describ$ 9 subsection 7d77#b77;,c71 ! applicable doll> am\nt %all be an am\nt equal to-- 7i7 = purposes ( p>agraph 7#c7 ( subsection 7a71 an am\nt equal to ! product ( #ahj & ! inflation adju/m5t factor = su* cal5d> ye> det]m9$ "u section #dc7;b77#c77;,b7 = su* cal5d> ye>1 det]m9$ by sub/itut+ #bjbj = #aiij1 & 7ii7 = purposes ( p>agraph 7#d7 ( su* subsection1 an am\nt equal to ! product ( #acj & ! inflation adju/m5t factor = su* cal5d> ye> det]m9$ "u section #dc7;b77#c77;,b7 = su* cal5d> ye>1 det]m9$ by sub/itut+ #bjbj = #aiij4 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;,c71 z r$esignat$ by subp>agraph 7,a71 is am5d$ by /rik+ subp>agraph 7,a7 & ins]t+ subp>agraph 7,a7 or 7,b74 7d7 ,wage & appr5tice%ip requirem5ts ,section #de,q is am5d$ by r$esignat+ subsection 7h7 z subsection 7i7 & ins]t+ aft] subsection 7g7 foll[+ new subsection3 7h7 ,base cr$it am\nt & 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* does n satisfy ! requirem5ts ( p>agraph 7#b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 %all be #bj p]c5t ( su* am\nt 7det]m9$ )\t reg>d to ?is s5t5ce74 7#b7 ,increas$ cr$it = c]ta9 facilities & c>bon capture equipm5t meet+ project requirem5ts 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ facility & any c>bon capture equipm5t plac$ 9 s]vice at su* facility :i* meets ! project requirem5ts ( ?is subp>agraph1 subp>agraph 7,a7 %all n apply4 7,b7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7i7 ,a qualifi$ facility ) a maximum net output ( less ?an #a megawatt4 7ii7 ,a qualifi$ facility or any c>bon capture equipm5t plac$ 9 s]vice at su* facility :i* comm5ces con/ruction prior to ! date ( ! enactm5t ( ?is p>agraph4 7iii7 ,a project :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$ 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 ! con/ruction ( su* facility & c>bon capture equipm5t1 7ii7 ! alt]ation or repair ( su* facility & c>bon capture equipm5t dur+ ! #ab ye>-p]iod aft] be+ plac$ into s]vice1 or = c>bon capture equipm5t plac$ 9 s]vice prior to #bjah1 until ! date det]m9$ by ! ,secret>y "u subsection 7g71 %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 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 & c>bon capture equipm5t = 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 ( an am\nt equal to ! diff]5ce betwe5 ! am\nt ( wages paid to su* labor] or me*anic dur+ su* p]iod1 &-- 7aa7 ! 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 = ! 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 ,p5alty assess$ z tax ,! p5alty describ$ 9 clause 7i77,,ii7 %all be treat$ 9 ! same mann] z a p5alty impos$ "u sub*apt] ,b ( *apt] #fh4 7#d7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is p>agraph ) respect to any qualifi$ facility & c>bon capture equipm5t are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,all contractors & subcontractors engag$ 9 ! p]=mance ( con/ruction1 alt]ation1 or repair "w on any facility & c>bon capture equipm5t prior to su* facility be+ plac$ into s]vice %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable project ! 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 an applicable project %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 7,e7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ,labor h\rs ,! t]m labor h\rs has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77i74 7ii7 ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77ii74 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 subsection4 4 7e7 ,increas$ applicable doll> am\nt 7#a7 ,9 g5]al ,section #de,q7b77#a7 is am5d$-- 7,a7 by am5d+ clause 7i7 ( subp>agraph 7,a7 to read z foll[s3 7i7 = any taxable ye> beg9n+ 9 a cal5d> ye> aft] #bjaf & be=e #bjbg-- 7,i7 = purposes ( p>agraph 7#c7 ( subsection 7a71 #ej = ea* cal5d> ye> dur+ su* p]iod1 & 7,,ii7 = purposes ( p>agraph 7#d7 ( su* subsection1 #ce = ea* cal5d> ye> dur+ su* p]iod1 & 1 7,b7 by r$esignat+ subp>agraphs 7,b7 & 7,c7 z subp>agraphs 7,c7 & 7,d71 & 7,c7 by ins]t+ aft] subp>agraph 7,a7 ! foll[+ new subp>agraph3 7,b7 ,inflation adju/m5t ,9 ! case ( any taxable ye> beg9n+ 9 a cal5d> ye> aft] #bjbe1 ea* ( ! doll> am\nts 9 subp>agraph 7,a77i7 %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> #bjbd = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 ,any increase det]m9$ "u ! prec$+ s5t5ce %all be r\nd$ to ! ne>e/ c5t4 4 7f7 ,effective dates 7#a7 ,ext5sion ,! am5dm5t made by subsection 7a7 %all apply to facilities ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbe4 7#b7 ,o!r am5dm5ts ,! am5dm5ts made by subsections 7b71 7c71 7d71 & 7e7 %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acfajh4 ,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>y1 aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 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 #acfaji4 ,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$it = any taxable ye> is an am\nt equal to ! am\nt by :i*-- 7#a7 ! product (-- 7,a7 #a4e c5ts1 multipli$ 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* has n receiv$ an allocation "u section #de;,j7b71 & 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 #hj 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 ,! #a4e 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 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 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 ,d5ial ( d\ble b5efit ,no cr$it %all be all[$ "u section #dh;,e = any p[] production = :i* a cr$it is tak5 "u ?is section4 7d7 ,wage & appr5tice%ip requirem5ts 7#a7 ,base cr$it am\nt & increas$ cr$it am\nt = qualifi$ nucle> p[] facilities 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ nucle> p[] facility :i* does n satisfy ! requirem5ts ( subp>agraph 7,b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 & ! #b4e c5t am\nt 9 subsection 7b77#b77;,a77ii77,,ii77aa7 %all be #bj p]c5t ( su* am\nt 7det]m9$ )\t reg>d to ?is s5t5ce74 7,b7 ,increas$ cr$it = c]ta9 facilities meet+ project requirem5ts 7i7 ,9 g5]al ,9 ! case ( any qualifi$ nucle> p[] facility :i* meets ! project requirem5ts ( ?is subp>agraph1 subp>agraph 7,a7 %all n apply4 7ii7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7,i7 ,a project ) a maximum net output ( less ?an #a megawatt4 7,,ii7 ,a project :i* satisfies ! requirem5ts ( p>agraphs 7#b7 & 7#c74 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 = 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 7i7 ,9 g5]al ,9 ! case ( any taxpay] :i* fails to satisfy ! requirem5t "u subp>agraph 7,a71 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 ! am\nt ( wages paid to su* labor] or me*anic dur+ su* p]iod1 &-- 7,,aa7 ! am\nt ( wages requir$ to be paid to su* labor] or me*anic pursuant to su* subp>agraph dur+ su* p]iod1 plus 7,,bb7 int]e/ on ! am\nt det]m9$ "u item 7aa7 at ! und]paym5t rate e/abli%$ "u section #ffba = ! 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 ,p5alty assess$ z tax ,! p5alty describ$ 9 clause 7i77,,ii7 %all be treat$ 9 ! same mann] z a p5alty impos$ "u sub*apt] ,b ( *apt] #fh4 7#c7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any qualifi$ nucle> p[] facility are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,all contractors & subcontractors engag$ 9 ! p]=mance ( alt]ation or repair "w on any qualifi$ nucle> p[] facility %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable project ! 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 an applicable project %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 7,e7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ,labor h\rs ,! t]m labor h\rs has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77i74 7ii7 ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77ii74 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 subsection4 7e7 ,t]m9ation ,?is section %all n apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbf4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #ch7;b7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$-- 7,a7 9 p>agraph 7#cf71 by /rik+ plus at ! end1 7,b7 9 p>agraph 7#cg71 by /rik+ ! p]iod at ! end & ins]t+ 1 plus1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#ch7 ! z]o-emission nucle> p[] production cr$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 add$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,! 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 #bjca4 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 #bjca4 7#b7 ,fuels n us$ = taxable purposes ,section #fdbg7;e77#f77;,b7 is am5d$ by /rik+ ,decemb] #ca1 #bjbb & ins]t+ ,decemb] #ca1 #bjca4 7c7 ,alt]native fuel cr$it ,section #fdbf7;d77#e7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjca4 7d7 ,alt]native fuel mixture cr$it ,section #fdbf7;e77#c7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjca4 7e7 ,paym5ts = alt]native fuels ,section #fdbg7;e77#f77;,c7 is am5d$ by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjca4 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+ #bjcb4 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 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 section-- 7#a7 ,9 g5]al ,! 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 a*iev$ by su* fuel 9 comp>ison ) petroleum-bas$ jet fuel z /at$ 9 a c]tification :i* meets ! requirem5ts ( p>agraphs 7#b74 7#b7 ,c]tification me?odology ,a c]tification meets ! requirem5ts ( ?is p>agraph if su* c]tification 7includ+ ! me?odology & process ( su* c]tification7 con=ms ) all requirem5ts 7includ+ requirem5ts relat$ to traceability & in=mation transmission7 ( ! mo/ rec5t ,c>bon ,(fsett+ & ,r$uction ,s*eme = ,int]national ,aviation :i* has be5 adopt$ by ! ,int]national ,civil ,aviation ,organization ) ! agreem5t ( ! ,unit$ ,/ates4 7#c7 ,option to obta9 c]tification f ,secret>y ,n lat] ?an #bd mon?s aft] ! date ( ! enactm5t ( ?is section1 ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 %all e/abli% proc$ures pursuant to :i* taxpay]s may obta9 a c]tification :i* meets ! requirem5ts ( p>agraph 7#b7 f ! ,secret>y4 7f7 ,regi/ration ( su/a9able aviation fuel produc]s ,no cr$it %all be all[$ "u ?is section ) respect to any su/a9able aviation fuel unless ! produc] ( su* fuel has ent]$ into an agreem5t ) ! ,secret>y to provide ! ,secret>y su* 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 #bjca4 4 7b7 ,cr$it made "p ( g5]al bus9ess cr$it ,section #ch7;b7 is am5d$ by /rik+ plus at ! end ( p>agraph 7#cg71 by /rik+ ! p]iod at ! end ( p>agraph 7#ch7 & ins]t+ 1 plus1 & by ins]t+ aft] p>agraph 7#ch7 ! foll[+ new p>agraph3 7#ci7 ! 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 #bjca4 4 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 ( #c4jj4 ,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 means-- 7,a7 9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ ?r\gh a process t1 z comp>$ to hydrog5 produc$ by /eam-me?ane re=m+1 a*ieves a p]c5tage r$uction 9 lifecycle gre5h\se gas emissions :i* is less ?an #ge p]c5t1 #bj p]c5t1 7,b7 9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ ?r\gh a process t1 z comp>$ to hydrog5 produc$ by /eam-me?ane re=m+1 a*ieves a p]c5tage r$uction 9 lifecycle gre5h\se gas emissions :i* is n less ?an #ge p]c5t & less ?an #he p]c5t1 #be p]c5t1 7,c7 9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ ?r\gh a process t1 z comp>$ to hydrog5 produc$ by /eam-me?ane re=m+1 a*ieves a p]c5tage r$uction 9 lifecycle gre5h\se gas emissions :i* is n less ?an #he p]c5t & less ?an #ie p]c5t1 #cd p]c5t1 & 7,d7 9 ! case ( any qualifi$ clean hydrog5 :i* is produc$ ?r\gh a process t1 z comp>$ to hydrog5 produc$ by /eam-me?ane re=m+1 a*ieves a p]c5tage r$uction 9 lifecycle gre5h\se gas emissions :i* is n less ?an #ie p]c5t1 #ajj p]c5t4 7#c7 ,inflation adju/m5t ,! #c4jj am\nt 9 p>agraph 7#a7 %all be adju/$ 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 ,= purposes ( ?is section1 ! t]m lifecycle 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 section1 z relat$ to ! full fuel lifecycle ?r\gh ! po9t ( hydrog5 production4 7#b7 ,qualifi$ clean hydrog5 7,a7 ,9 g5]al ,! t]m qualifi$ clean hydrog5 means hydrog5 :i* is produc$ ?r\gh a process t1 z comp>$ to hydrog5 produc$ by /eam-me?ane re=m+1 a*ieves a p]c5tage r$uction 9 lifecycle gre5h\se gas emissions :i* is n less ?an #dj p]c5t4 7,b7 ,additional requirem5ts ,su* t]m %all n include any hydrog5 unless su* hydrog5 is produc$-- 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 use4 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 7#d7 ,/eam-me?ane re=m+ ,! t]m /eam-me?ane re=m+ means a hydrog5 production process 9 :i* high-temp]ature /eam is us$ to produce hydrog5 f natural gas 7o!r ?an natural gas d]iv$ f biomass 7z def9$ 9 section #de,k7c77#c7 z 9 effect on ! date ( ! enactm5t ( ?is section71 )\t c>bon capture & seque/ration4 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 prop]ty = :i* a cr$it is all[$ "u section #de,q4 7e7 ,base cr$it am\nt & increas$ cr$it am\nt = qualifi$ clean hydrog5 production facilities 7#a7 ,9 g5]al ,9 ! case ( any qualifi$ clean hydrog5 production facility :i* does n satisfy ! requirem5ts ( p>agraph 7#b77;,b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 %all be #bj p]c5t ( su* am\nt 7det]m9$ )\t reg>d to ?is s5t5ce74 7#b7 ,increas$ cr$it = c]ta9 facilities meet+ project requirem5ts 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ facility :i* meets ! project requirem5ts ( ?is p>agraph1 p>agraph 7#a7 %all n apply4 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 megawatt4 7ii7 ,a project :i* comm5ces con/ruction prior to ! date ( ! enactm5t ( ?is p>agraph4 7iii7 ,a project :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 = ! #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 7,b7 ,correction & p5alty relat$ to failure to satisfy wage requirem5ts ,rules simil> to ! rules ( section #de7;b77#h77;,b7 %all apply = purposes ( ?is subp>agraph4 7#d7 ,appr5tice%ip requirem5ts ,rules simil> to ! rules ( section #de7;b77#i7 %all apply = purposes ( ?is p>agraph4 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 subsection4 7f7 ,regulations ,n lat] ?an #a ye> aft] ! date ( enactm5t ( ?is section1 ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 %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$it ,section #fdag7;b71 z add$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#i7 ,! cr$it = production ( clean hydrog5 det]m9$ "u section #de,x4 4 7#c7 ,con=m+ am5dm5ts 7,a7 ,section #ch7;b7 is am5d$-- 7i7 9 p>agraph 7#ch71 by /rik+ plus at ! end1 7ii7 9 p>agraph 7#ci71 by /rik+ ! p]iod at ! end & ins]t+ 1 plus1 & 7iii7 by add+ at ! end ! foll[+ new p>agraph3 7#dj7 ! clean hydrog5 production cr$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$it = production ( clean hydrog54 4 7#d7 ,effective date ,! am5dm5ts made by ?is subsection %all apply to hydrog5 plac$ 9 s]vice 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,x7d77#c77 to produce qualifi$ clean hydrog5 7z def9$ 9 section #de,x7d77#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#h7 ,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 #f 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 #g4e 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 #aj4b 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 #cj p]c5t4 7,b7 ,d5ial ( production cr$it ,no cr$it %all be all[$ "u section #de,x = any taxable ye> ) respect to any specifi$ clean hydrog5 production 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,x7d77#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,x7d77#b74 7,e7 ,regulations ,! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 %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 section %all apply to p]iods aft] ,decemb] #ca1 #bjba1 "u rules simil> to ! rules ( section #dh7m7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z 9 effect on ! day be=e ! date ( ! enactm5t ( ! ,rev5ue ,reconciliation ,act ( #aiij74 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 ,increase 9 cr$it p]c5tage = qualifi$ en]gy effici5cy improvem5ts ,section #be;,c7a77#a7 is am5d$ by /rik+ #aj p]c5t & ins]t+ #cj p]c5t4 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 ,w9d[s ,! cr$it all[$ "u ?is section by reason ( subsection 7a77#a7 ) respect to any taxpay] = any taxable ye> %all n exce$-- 7,a7 9 ! aggregate ) respect to all ext]ior w9d[s & skylights :i* are n describ$ 9 subp>agraph 7,b71 #bjj1 7,b7 9 ! aggregate ) respect to all ext]ior w9d[s & skylights :i* meet ! /&>d = ! mo/ effici5t c]tification "u applicable ,en]gy ,/> program requirem5ts1 ! excess 7if any7 ( #fjj ov] ! cr$it s all[$ ) respect to all w9d[s & skylights tak5 into acc\nt "u subp>agraph 7,a74 7#c7 ,doors ,! cr$it all[$ "u ?is section by reason ( subsection 7a77#a7 ) respect to any taxpay] = any taxable ye> %all n exce$-- 7,a7 #bej 9 ! case ( any ext]ior door1 & 7,b7 #ejj 9 ! aggregate ) respect to all ext]ior doors4 4 7d7 ,modifications relat$ 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[1 a skylight1 or an ext]ior door1 applicable ,en]gy ,/> program requirem5ts1 & 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 b>ri] 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 means 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 7,a7 ,an electric heat pump wat] heat]4 7,b7 ,an electric heat pump4 7,c7 ,a c5tral air condition]4 7,d7 ,a natural gas1 propane1 or oil wat] heat]4 7,e7 ,a natural gas1 propane1 or oil furnace or hot wat] boil]4 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 subsections 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 7aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy & n lat] ?an #ahj 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] 7,a7 ,9 g5]al ,= 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-- 7i7 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 7ii7 label su* item ) su* numb] 9 su* mann] z ! ,secret>y may provide1 & 7iii7 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$4 7,b7 ,consultation ) ,,doe & ,,epa ,! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 %all e/abli% proc$ures = manufactur]s & consum]s to meet ! requirem5ts = product id5tification numb]s "u subp>agraph 7,a74 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 ,effective date ,! am5dm5ts made by ?is section %all apply to exp5ditures made aft] ,decemb] #ca1 #bjba4 #acfcjc4 ,en]gy effici5t comm]cial build+s d$uction 7a7 ,plac$ 9 s]vice requirem5t ,section #agi;,d7c77#b7 is am5d$ by /rik+ ! date t is #b ye>s be=e ! date t con/ruction ( su* prop]ty beg9s & ins]t+ ! date t is #b ye>s be=e ! date su* prop]ty is plac$ into s]vice4 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 #b4ej increas$ 7b n above #e4jj7 by #j4aj = 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$-- 7i7 by sub/itut+ #bjbb = #bjbj1 7ii7 by sub/itut+ subsection 7i77#c77;,b7 = subsection 7b7 or subsection 7d77#a77;,a71 & 7iii7 by sub/itut+ #bjba = #bjai4 7,d7 ,limitation to apply 9 lieu ( curr5t limitation & p>tial all[ance ,subsections 7b7 & 7d77#a7 %all n apply4 7#d7 ,base cr$it am\nt & increas$ cr$it am\nt = c]ta9 prop]ty 7,a7 ,9 g5]al ,9 ! case ( any prop]ty :i* does n satisfy ! requirem5ts ( subp>agraph 7,b71 p>agraph 7#c77;,b7 %all be appli$ by sub/itut+ #j4ej = #b4ej1 4#jb = 4#aj1 & #a4jj = #e4jj4 7,b7 ,increas$ cr$it = c]ta9 prop]ty meet+ project requirem5ts 7i7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7,i7 ,a project :i* comm5ces con/ruction prior to ! date ( ! enactm5t ( ?is p>agraph4 7,,ii7 ,a project :i* comm5ces con/ruction aft] ! date ( enactm5t ( ?is p>agraph & satisfies ! requirem5ts ( p>agraphs 7#e7 & 7#f74 7,,iii7 ,a project ) respect to :i* initial con/ruction is complet$ & build+ modifications are made z "p ( a qualifi$ retr(it plan1 & :i* satisfies 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 ,9 ! case ( any taxpay] :i* fails to satisfy ! requirem5t "u subp>agraph 7,a7 ) respect to any project or any build+ modifications made z "p ( a qualifi$ retr(it plan1 rules simil> to ! rules ( section #de7;b77#h77;,b7 %all apply = purposes ( ?is p>agraph4 7#f7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to any prop]ty are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,all contractors & subcontractors engag$ 9 ! p]=mance ( con/ruction ( a project or build+ modifications made z "p ( a qualifi$ retr(it plan %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable project ! 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 an applicable project %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 7,e7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ,labor h\rs ,! t]m labor h\rs has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77i74 7ii7 ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77ii74 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 any ,indian tribal gov]nm5t 7)9 ! mean+ ( section #aci;,e71 & 7iii7 any organization exempt f tax impos$ by ?is *apt]4 7#h7 ,alt]native d$uction = en]gy effici5t retr(it build+ prop]ty 7,a7 ,9 g5]al ,9 ! case ( a taxpay] :i* elects 7at su* "t & 9 su* mann] z ! ,secret>y1 aft] consultation ) ! adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 may provide7 ! application ( ?is p>agraph ) respect to any qualifi$ 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,b77iii77,i74 7ii7 ,det]m9ation ( adju/m5t ,= purposes ( clause 7i71 ! adju/m5ts describ$ 9 su* clause %all be det]m9$ 9 su* mann] z ! ,secret>y1 aft] consultation ) ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 may provide4 7,g7 ,o!r def9itions ,= purposes ( ?is p>agraph-- 7i7 ,en]gy usage int5sity ,! t]m en]gy usage int5sity means ! site en]gy usage int5sity det]m9$ 9 accordance ) su* regulations or o!r guidance z ! ,secret>y1 aft] consultation ) ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 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 ,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$uction = en]gy effici5t retr(it build+ prop]ty ,p>agraph 7#f7 ( section #agi;,d7i7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ 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+ :i* are "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>y1 aft] consultation ) ! ,secret>y ( ,en]gy7 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+ 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 ,9 ! case ( any taxpay] :i* fails to satisfy ! requirem5t "u subp>agraph 7,a7 ) respect to any qualifi$ resid5ce1 rules simil> to ! rules ( section #de7;b77#h77;,b7 %all apply = purposes ( ?is p>agraph4 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 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 #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 ! sum ( ! cr$it am\nts det]m9$ "u subsection 7b7 ) respect to ea* new qualifi$ plug-9 electric drive motor vehicle plac$ 9 s]vice by ! taxpay] dur+ ! taxable ye>4 7b7 ,p] vehicle doll> limitation 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 ( capacity1 & 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 ( capacity4 7#d7 ,dome/ic assembly ,9 ! case ( a new qualifi$ plug-9 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 vehicle :i* satisfies dome/ic cont5t qualifications1 ! am\nt det]m9$ "u ?is p>agraph is #ejj4 7c7 ,limitation bas$ on modifi$ adju/$ gross income 7#a7 ,9 g5]al ,! am\nt ( ! cr$it all[able "u subsection 7a7 %all be r$uc$ 7b n bel[ z]o7 by #bjj = ea* #a1jjj 7or fraction !re(7 by :i* ! taxpay]'s modifi$ adju/$ gross income exce$s ! ?re%old am\nt4 ,= purposes ( ! prec$+ 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 ,special rule = det]m9ation ( modifi$ adju/$ gross income ,! modifi$ adju/$ gross income ( ! taxpay] t is tak5 into acc\nt = purposes ( p>agraph 7#a7 %all be ! less] (-- 7,a7 ! modifi$ adju/$ gross income = ! taxable ye> 9 :i* ! cr$it is claim$1 or 7,b7 ! modifi$ adju/$ gross income = ! imm$iately prec$+ taxable ye>4 7#c7 ,?re%old am\nt ,= purposes ( p>agraph 7#a71 ! t]m ?re%old am\nt means-- 7,a7 #hjj1jjj 9 ! case ( a jo9t return or surviv+ sp\se 7half su* am\nt = m>ri$ fil+ sep>ately71 7,b7 #fjj1jjj 9 ! case ( a head ( h\sehold1 & 7,c7 #djj1jjj 9 any o!r case4 7d7 ,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 ,s$ans ,9 ! case ( a s$an1 #ee1jjj4 7,b7 ,vans ,9 ! case ( a van1 #fd1jjj4 7,c7 ,sport ,utility ,vehicles ,9 ! case ( a sport utility vehicle1 #fi1jjj4 7,d7 ,pickup ,trucks ,9 ! case ( a pickup truck1 #gd1jjj4 7#c7 ,regulations ,= purposes ( ?is subsection1 ! ,secret>y %all prescribe regulations = det]m9+ vehicle classifications us+ crit]ia simil> to t employ$ by ! ,environm5tal ,protection ,ag5cy & ! ,dep>tm5t ( ,en]gy to det]m9e size & class ( vehicles4 7e7 ,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 (-- 7,i7 9 ! case ( a vehicle plac$ 9 s]vice 9 #bjbb or #bjbc1 n less ?an #g kil[att h\rs1 & 7,,ii7 9 ! case ( a vehicle plac$ 9 s]vice aft] #bjbc1 n less ?an #aj kil[att h\rs1 & 7ii7 is capable ( be+ re*>g$ f an ext]nal s\rce ( electricity1 7,g7 = :i*1 9 ! case ( a vehicle plac$ into s]vice aft] ,decemb] #ca1 #bjbf1 f9al assembly is )9 ! ,unit$ ,/ates1 & 7,h7 is n ( a "* subject to an all[ance = depreciation4 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 seq47 :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 ( subp>agraphs 7,d71 7,e71 & 7,f7 ( p>agraph 7#a7 & p>agraph 7#f7 ( subsection 7e7 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 7f7 ,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 regulations1 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 7g7 ,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 #aj p]c5t ( ! co/ ( ! qualifi$ #b- or #c-:eel$ plug-9 electric vehicle1 or 7,b7 #b1ejj4 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 ( subp>agraphs 7,a71 7,b71 7,c71 7,e71 7,f71 & 7,g7 ( subsection 7e77#a7 7det]m9$ by sub/itut+ #b4e kil[att h\rs = #g kil[att h\rs 9 subp>agraph 7,f77i77,i7 & by sub/itut+ #b4e kil[att h\rs = #aj kil[att h\rs 9 subp>agraph 7,f77i77,,ii771 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 7h7 ,,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 7i7 ,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#d7 & 7#e7 ( section #ba7;h7 %all apply = purposes ( ?is section4 7j7 ,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 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-- 7,a7 are assembl$ by a manufactur] :i* utilizes n less ?an #ej p]c5t dome/ic cont5t 9 ! compon5t p>ts = f9al assembly ( su* vehicles1 & 7,b7 are p[]$ by batt]y cells :i* are manufactur$ 9 ! ,unit$ ,/ates 7) su*batt]y cells to be includ$ = purposes ( ! requirem5t describ$ 9 subp>agraph 7,a771 z c]tifi$ by ! manufactur]1 at su* "t1 & 9 su* =m & mann]1 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 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 7k7 ,t]m9ation ,no cr$it %all be all[$ "u ?is section ) respect to any vehicle acquir$ aft] ,decemb] #ca1 #bjca4 4 7b7 ,transf] ( cr$it ,subsection 7f7 ( section #cf;,c is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#g7 ,9 g5]al ,subject to su* regulations or o!r guidance z ! ,secret>y det]m9es necess>y or appropriate1 if1 ) respect to ! cr$it all[$ "u subsection 7a7 = any taxable ye>1 ! taxpay] elects ! application ( ?is subp>agraph = su* taxable ye> ) respect to su* cr$it1 ! eligible entity specifi$ 9 su* election1 & n ! taxpay] :o has pur*as$ or leas$ ! vehicle1 %all be treat$ z ! taxpay] = purposes ( ?is title ) respect to su* cr$it4 7#h7 ,eligible entity ,= purposes ( ?is p>agraph1 ! t]m eligible entity means1 ) respect to ! vehicle = :i* ! cr$it is all[$ "u subsection 7a71 ! deal] :i* sold su* vehicle to ! taxpay] & has-- 7,a7 subject to p>agraph 7#aj71 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#g71 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 or lease ( su* vehicle1 7iii7 all fees associat$ ) ! pur*ase or lease ( su* vehicle1 & 7iv7 ! am\nt provid$ by ! deal] to su* taxpay] z a condition ( ! election describ$ 9 p>agraph 7#g71 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#g71 & 7ii7 su* election %all n limit ! value or use ( su* inc5tive4 7#i7 ,tim+ ,an election describ$ 9 p>agraph 7#g7 %all be made by ! taxpay] n lat] ?an ! date on :i* ! vehicle = :i* ! cr$it is all[$ "u subsection 7a7 is pur*as$4 7#aj7 ,revocation ( regi/ration ,^u det]m9ation by ! ,secret>y t a deal] has fail$ to comply ) ! requirem5ts describ$ 9 p>agraph 7#h71 ! ,secret>y may revoke ! regi/ration 7z describ$ 9 subp>agraph 7,a7 ( su* subp>agraph7 ( su* deal]4 7#aa7 ,tax treatm5t ( paym5ts ,) respect to any paym5t describ$ 9 p>agraph 7#h77;,c71 su* paym5t-- 7,a7 %all n be includible 9 ! gross income ( ! taxpay]1 & 7,b7 ) respect to ! deal]1 %all n be d$uctible "u ?is title4 7#ab7 ,advance paym5t to regi/]$ 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#h7 %all apply = purposes ( ?is subp>agraph4 7#ac7 ,deal] ,= purposes ( ?is p>agraph1 ! 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 or an ,indian ,tribe 7z def9$ 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #ecjd77 to engage 9 ! sale ( vehicles4 4 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 pur*as$ or leas$ 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 #a1bej1 plus 7#b7 9 ! case ( a vehicle :i* draws propulsion en]gy f a batt]y :i* exce$s #d kil[att h\rs ( capacity 7det]m9$ at ! "t ( sale71 ! less] (-- 7,a7 #a1bej1 & 7,b7 ! product ( #bjh4ej & su* excess kil[att h\rs4 7b7 ,limitations 7#a7 ,sale price ,! cr$it all[$ "u subsection 7a7 ) respect to sale ( a vehicle %all n exce$ #cj p]c5t ( ! sale price4 7#b7 ,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* ! taxpay]'s adju/$ gross income exce$s-- 7,a7 #aej1jjj 9 ! case ( a jo9t return or a surviv+ sp\se 7z def9$ 9 section #b7;a771 7,b7 #aab1ejj 9 ! case ( a head ( h\sehold 7z def9$ 9 section #b7;b771 & 7,c7 #ge1jjj 9 ! case ( a taxpay] n describ$ 9 p>agraph 7#a7 or 7#b74 7c7 ,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 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 regi/]$ by ! taxpay] = op]ation 9 a ,/ate or possession ( ! ,unit$ ,/ates1 & 7,e7 :i* meets ! requirem5ts ( subp>agraphs 7,c71 7,d71 7,e71 7,f71 & 7,g7 ( section #cf;,c7e77#a74 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 7d7 ,,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 7e7 ,application ( c]ta9 rules ,= purposes ( ?is section1 rules simil> to ! rules ( p>agraphs 7#a71 7#b71 7#d71 7#e71 7#f7 & 7#g7 ( section #cf;,c7f7 %all apply = purposes ( ?is section4 7f7 ,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 7g7 ,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#d7 & 7#e7 ( section #ba7;h7 %all apply = purposes ( ?is section4 7h7 ,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 ,! am\nt det]m9$ "u ?is subsection ) respect to any qualifi$ comm]cial electric vehicle %all be equal to #cj p]c5t ( ! basis ( su* vehicle4 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+1 & is acquir$ = use or lease by ! taxpay] & n = resale1 7#b7 ei!r-- 7,a7 meets ! requirem5ts ( subp>agraph 7,d7 ( section #cf;,c7e77#a71 or 7,b7 is mobile ma*9]y1 z def9$ 9 section #djec7h71 7#c7 is prim>ily propell$ by an electric motor :i* draws electricity f a batt]y :i*-- 7,a7 has a capacity ( n less ?an #cj kil[att h\rs1 7,b7 is capable ( be+ re*>g$ f an ext]nal s\rce ( electricity1 7,c7 is n p[]$ or *>g$ by an int]nal combu/ion eng9e1 or 7,d7 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 ,rules simil> to ! rules "u subsection 7f7 ( section #cf;,c %all apply = purposes ( ?is section4 7#b7 ,prop]ty us$ by tax-exempt entity ,9 ! case ( a vehicle ! use ( :i* is describ$ 9 p>agraph 7#c7 or 7#d7 ( section #ej7;b7 & :i* is n subject to a lease1 ! p]son :o sold su* vehicle to ! p]son or entity us+ su* vehicle %all be treat$ z ! taxpay] t plac$ su* vehicle 9 s]vice1 b only if su* p]son cle>ly discloses to su* p]son or entity 9 a docum5t ! am\nt ( any cr$it all[able "u subsection 7a7 ) respect to su* vehicle4 7e7 ,,v9 numb] requirem5t ,no cr$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 ,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$it4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to vehicles acquir$ 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 ,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 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 #bj 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 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 fleets ( 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$-- 7,a7 by /rik+ ,= purposes ( ?is section1 ! t]m & ins]t+ ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m 1 & 7,b7 by add+ at ! end ! foll[+ new p>agraph3 7#b7 ,bidirectional *>g+ equipm5t ,prop]ty %all n fail to be treat$ z qualifi$ alt]native 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$esignat+ subsections 7g7 & 7h7 z subsections 7h7 & 7i7 & by ins]t+ aft] subsection 7f7 ! foll[+ new subsection3 7g7 ,wage & appr5tice%ip requirem5ts 7#a7 ,base cr$it am\nt & increas$ cr$it am\nt 7,a7 ,9 g5]al ,9 ! case ( any qualifi$ alt]native fuel vehicle refuel+ prop]ty :i* does n satisfy ! requirem5ts ( subp>agraph 7,b71 ! am\nt ( ! cr$it det]m9$ "u subsection 7a7 %all be #bj p]c5t ( su* am\nt 7det]m9$ )\t reg>d to ?is s5t5ce74 7,b7 ,increas$ cr$it = c]ta9 qualifi$ alt]native fuel vehicle refuel+ prop]ty meet+ project requirem5ts 7i7 ,9 g5]al ,9 ! case ( any qualifi$ alt]native fuel vehicle refuel+ prop]ty :i* meets ! project requirem5ts ( ?is subp>agraph1 subp>agraph 7,a7 %all n apply4 7ii7 ,project requirem5ts ,a project meets ! requirem5ts ( ?is subp>agraph if x is "o ( ! foll[+3 7,i7 ,a project :i* comm5ces con/ruction prior to ! date ( ! enactm5t ( ?is p>agraph4 7,,ii7 ,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+ prop]ty 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 ,9 ! case ( any taxpay] :i* fails to satisfy ! requirem5t "u subp>agraph 7,a7 ) respect to su* qualifi$ alt]native fuel vehicle refuel+ prop]ty1 rules simil> to ! rules ( section #de7;b77#h77;,b7 %all apply = purposes ( ?is p>agraph4 7#c7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to ! con/ruction ( any qualifi$ alt]native fuel vehicle refuel+ prop]ty are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,all contractors & subcontractors engag$ 9 ! p]=mance ( con/ruction on any project %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable project ! 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 an applicable project %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 7,e7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ,labor h\rs ,! t]m labor h\rs has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77i74 7ii7 ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77ii74 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 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 ! 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 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+ am5dm5t ,section #acb7;f77#a77;,d7 is am5d$ by /rik+ reimbursem5t & ins]t+ b5efit4 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 #ae 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$ #e1jjj4 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 ,s mu* ( ! cr$it all[$ "u subsection 7a7 to any taxpay] = any taxable ye> z w\ld 7b = ?is subp>agraph7 be treat$ "u subsection 7c77#b7 z a cr$it all[able "u subp>t ,c %all be r$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 = det]m9ation ( modifi$ adju/$ gross income ,! 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$ #h1jjj1 & 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$it s all[$ 7det]m9$ )\t reg>d to subsection 7c774 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* vehicle 7det]m9$ )\t reg>d to subsection 7c774 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 regulations1 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#d7 & 7#e7 ( section #ba7;h7 %all apply = purposes ( ?is section4 7g7 ,t]m9ation ,?is section %all n apply to bicycles plac$ 9 s]vice aft] ,decemb] #ca1 #bjca4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #ch7;b7 is am5d$ by /rik+ plus at ! end ( p>agraph 7#ci71 by /rik+ ! p]iod at ! end ( p>agraph 7#dj7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#da7 ! portion ( ! electric bicycles cr$it to :i* section #cf;,e7c77#a7 applies4 4 7#b7 ,section #ajaf7;a7 is am5d$ by /rik+ & at ! end ( p>agraph 7#cg71 by /rik+ ! p]iod at ! end ( p>agraph 7#ch7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new p>agraph3 7#ci7 to ! ext5t provid$ 9 section #cf;,e7f77#a74 4 7#c7 ,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#d7 ,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;,e7e7 7relat+ to electric bicycles cr$it7 to be includ$ on a return4 4 7#e7 ,section #feja7m7 is am5d$ by ins]t+ #cf;,e7f77#d71 aft] #ce7;g77#aa714 7#f7 ,section #acbd7;b77#b7 ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by ins]t+ #cf;,e1 aft] #cf;,b14 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] ! date ( ! enactm5t ( ?is ,act1 9 taxable ye>s end+ aft] su* date4 #e ,inve/m5t 9 ! ,gre5 ,work=ce #acfeja4 ,ext5sion ( ! advanc$ en]gy project cr$it 7a7 ,ext5sion ( cr$it ,section #dh;,c is am5d$ by r$esignat+ subsection 7e7 z subsection 7f7 & by ins]t+ aft] subsection 7d7 ! foll[+ new subsection3 7e7 ,additional allocations 7#a7 ,9 g5]al ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is subsection1 ! ,secret>y1 aft] consultation ) ! ,secret>y ( ,en]gy1 %all e/abli% a program to consid] & aw>d c]tifications = qualifi$ 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$it limitation means #b1ejj1jjj1jjj = ea* ( cal5d> ye>s #bjbb ?r\gh #bjca1 & z]o !reaft]4 7ii7 ,am\nt set aside = automotive communities 7,i7 ,9 g5]al ,= purposes ( clause 7i71 #djj1jjj1jjj ( ! annual cr$it limitation = ea* ( cal5d> ye>s #bjbb ?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>y aft] consultation ) ! ,secret>y ( ,en]gy & ,secret>y ( ,labor4 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>y1 aft] consultation ) ! ,secret>y ( ,en]gy1 %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>y aft] consultation ) ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 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 ,no cr$it %all be allocat$ = a project "u ?is subsection unless ! project meets ! prevail+ wage requirem5ts ( p>agraph 7#g7 & ! appr5tice%ip requirem5ts ( p>agraph 7#h74 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 ( an indu/rial or 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 7i7 ,9 g5]al ,9 ! case ( any taxpay] :i* fails to satisfy ! requirem5t "u subp>agraph 7,a7 ) respect to any project-- 7,i7 rules simil> to ! rules ( section #de7;b77#h77;,b7 %all apply = purposes ( ?is p>agraph1 & 7,,ii7 if ! failure to satisfy ! requirem5t "u subp>agraph 7,a7 is n correct$ pursuant to ! rules describ$ 9 subclause 7,i71 ! c]tification ) respect to ! re-equipp+1 expansion1 or e/abli%m5t ( an indu/rial or manufactur+ facility %all no long] be valid4 7#h7 ,appr5tice%ip requirem5ts ,! requirem5ts describ$ 9 ?is subp>agraph ) respect to a project are z foll[s3 7,a7 ,labor h\rs 7i7 ,p]c5tage ( total labor h\rs ,all contractors & subcontractors engag$ 9 ! p]=mance ( con/ruction1 alt]ation1 or repair "w on any project %all1 subject to subp>agraph 7,b71 ensure t n less ?an ! applicable p]c5tage ( ! total labor h\rs ( su* "w be p]=m$ by qualifi$ appr5tices4 7ii7 ,applicable p]c5tage ,= purposes ( p>agraph 7#a71 ! applicable p]c5tage %all be-- 7,i7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s be=e ,janu>y #a1 #bjbc1 #e p]c5t1 7,,ii7 9 ! case ( any applicable project ! con/ruction ( :i* beg9s aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 & 7,,iii7 9 ! case ( any applicable project ! 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 an applicable project %all employ #a or m qualifi$ appr5tices to p]=m su* "w4 7,d7 ,exception 7i7 ,9 g5]al ,not)/&+ any o!r provision ( ?is p>agraph1 ?is p>agraph %all n apply 9 ! case ( a taxpay] :o-- 7,i7 demon/rates a lack ( availability ( qualifi$ appr5tices 9 ! geographic area ( ! con/ruction1 alt]ation1 or repair "w1 & 7,,ii7 makes a good fai? ef=t to comply ) ! requirem5ts ( ?is p>agraph4 7ii7 ,good fai? ef=t ,= purposes ( clause 7i71 a taxpay] %all be deem$ to h satisfi$ ! requirem5ts "u su* p>agraph ) respect to an applicable project if su* taxpay] has reque/$ qualifi$ appr5tices f a regi/]$ appr5tice%ip program1 z def9$ 9 section #caca7;e77#c77;,b71 & 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* applicable project to comply ) ! e/abli%$ /&>ds & requirem5ts ( su* appr5tice%ip program4 7,e7 ,def9itions ,= purposes ( ?is p>agraph-- 7i7 ,labor h\rs ,! t]m labor h\rs has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77i74 7ii7 ,qualifi$ appr5tice ,! t]m qualifi$ appr5tice has ! mean+ giv5 su* t]m 9 section #de7;b77#i77;,e77ii74 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 & fuel cell vehicles ,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 section #cf;,c1 #de,y1 & #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 ,effective date ,! am5dm5ts made by ?is section %all take effect on ! date ( ! enactm5t ( ?is ,act4 #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 #aj 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 ,t]m9ation ,?is section %all n apply to me*anical insulation labor co/s paid or incurr$ aft] ,decemb] #ca1 #bjca4 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#dj71 by /rik+ ! p]iod at ! end ( p>agraph 7#da7 & ins]t+ 1 plus1 & by add+ at ! end ! foll[+ new p>agraph3 7#db7 ! 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 #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;,e ! foll[+ new section3 #cf;,f4 ,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>y1 aft] consultation ) ! ,secret>y ( ,en]gy1 ! ,secret>y ( ,education1 ! ,secret>y ( ,heal? & ,human ,s]vices1 & ! ,adm9i/rator ( ! ,environm5tal ,protection ,ag5cy1 %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$it doll> am\nts "u ?is section1 %all publicly disclose-- 7#a7 ! id5tity ( ! eligible educational in/itution receiv+ ! allocation1 & 7#b7 ! am\nt ( su* allocation4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #fbaa7;b77#d77;,a71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ #cf;,f1 aft] #cf;,d14 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;,f1 aft] #cf;,d14 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;,e ! foll[+ new item3 ,sec4 #cf;,f4 ,qualifi$ environm5tal ju/ice programs4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all take effect on ! date ( ! enactm5t ( ?is ,act4 #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] ,decemb] #ca1 #bjba4 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 ,janu>y #a1 #bjbb4 #h ,appropriations #acfhja4 ,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 #c1hca1jjj1jjj 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 ,h ,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 ,treatm5t ( jo9t returns ,section #bd7;j7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 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 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$1 or kn[n14 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+1 & paym5ts made1 aft] ,decemb] #ca1 #bjbj4 #acgajb4 ,ext5sion & modification ( *ild tax cr$it & advance paym5t = #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 7#c7 ,ext5sion ( advance paym5t ,section #gebg;,a is am5d$-- 7,a7 9 subsection 7b77#a71 by /rik+ #ej p]c5t (1 7,b7 9 clauses 7i7 & 7ii7 ( subsection 7e77#d77;,c71 by ins]t+ or #bjbb aft] 9 #bjba1 & 7,c7 9 subsection 7f71 by /rik+ ,decemb] #ca1 #bjba & ins]t+ ,decemb] #ca1 #bjbb4 7b7 ,repeal ( social security numb] requirem5t ,section #bd7;h7 is am5d$ by /rik+ p>agraph 7#g74 7c7 ,application ( income phase\t on basis ( income = prec$+ taxable ye> ,section #bd7;i7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,application ( income phase\t on basis ( income = prior taxable ye> ,if ! taxpay]'s modifi$ adju/$ gross income 7z def9$ 9 subsection 7b77 = ! taxable ye> = :i* ! cr$it all[$ "u ?is section is det]m9$ is great] ?an su* taxpay]'s modifi$ adju/$ gross income 7z s def9$7 = ! prec$+ taxable ye>1 p>agraph 7#d7 & subsection 7b77#a7 %all bo? be appli$ ) respect to su* taxpay]'s modifi$ adju/$ gross income 7z s def9$7 = ! prec$+ taxable ye>4 4 7d7 ,inflation adju/m5t ,section #bd7;i71 z am5d$ by subsection 7c71 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#f7 ,inflation adju/m5ts 7,a7 ,9 g5]al ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 ! #ejj am\nt 9 subsection 7h77#d77;,a71 ! #c1jjj & #c1fjj am\nts 9 p>agraph 7#c7 & subsection 7j77#b77;,b77iv71 & ! doll> am\nts 9 p>agraph 7#d77;,b71 %all ea* be increas$ by an am\nt equal to-- 7i7 su* doll> am\nt1 multipli$ by 7ii7 ! p]c5tage 7if any7 by :i*-- 7,i7 ! ,,cpi 7z def9$ 9 section #a7;f77#d77 = ! cal5d> ye> prec$+ ! cal5d> ye> 9 :i* su* taxable ye> beg9s1 exce$s 7,,ii7 ! ,,cpi 7z s def9$7 = cal5d> ye> #bjbj4 7,b7 ,r\nd+ 7i7 #ejj am\nt ,9 ! case ( ! #ejj am\nt 9 subsection 7h77#d77;,a71 any increase "u subp>agraph 7,a7 :i* is n a multiple ( #aj %all be r\nd$ to ! ne>e/ multiple ( #aj4 7ii7 #c1jjj & #c1fjj am\nts ,9 ! case ( ! #c1jjj & #c1fjj am\nts 9 p>agraph 7#c7 & subsection 7j77#b77;,b77iv71 any increase "u subp>agraph 7,a7 :i* is n a multiple ( #ajj %all be r\nd$ to ! ne>e/ multiple ( #ajj4 7iii7 ,applicable ?re%old am\nts ,9 ! case ( ! doll> am\nts 9 p>agraph 7#d77;,b71 any increase "u subp>agraph 7,a7 :i* is n a multiple ( #e1jjj %all be r\nd$ to ! ne>e/ multiple ( #e1jjj4 4 7e7 ,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 ! aggregate ( #c1jjj 7#c1fjj 9 ! case ( a qualify+ *ild :o has n atta9$ age #f z ( ! close ( ! cal5d> ye> 9 :i* ! taxable ye> ( ! taxpay] beg9s7 ) respect to ea* qualify+ *ild :o is-- 7,i7 tak5 into acc\nt 9 det]m9+ ! annual advance am\nt ) respect to su* taxpay] "u section #gebg;,a ) respect to mon?s beg9n+ 9 su* taxable ye>1 & 7,,ii7 n tak5 into acc\nt 9 det]m9+ ! cr$it all[$ to su* taxpay] "u ?is section = su* taxable ye>4 4 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+1 & paym5ts made1 aft] ,decemb] #ca1 #bjba4 #acgajc4 ,e/abli%m5t ( mon?ly *ild tax cr$it ) advance paym5t ?r\gh #bjbe 7a7 ,9 g5]al ,subp>t ,a ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #bd ! foll[+ new sections3 #bd;,a4 ,mon?ly *ild tax cr$it 7a7 ,all[ance ( cr$it ,!re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is *apt] = ! taxable ye> ! sum ( ! mon?ly specifi$ *ild all[ances det]m9$ ) respect to ! taxpay] "u subsection 7b7 = ea* cal5d> mon? dur+ su* taxable ye>4 7b7 ,mon?ly specifi$ *ild all[ance 7#a7 ,9 g5]al ,= purposes ( ?is section1 ! t]m mon?ly specifi$ *ild all[ance means1 ) respect to any taxpay] = any cal5d> mon?1 ! sum (-- 7,a7 #cjj ) respect to ea* specifi$ *ild ( su* taxpay] :o w n1 z ( ! close ( ! taxable ye> :i* includes su* mon?1 h atta9$ age #f1 plus 7,b7 #bej ) respect to ea* specifi$ *ild ( su* taxpay] :o w1 z ( ! close ( ! taxable ye> :i* includes su* mon?1 h atta9$ age #f4 7#b7 ,limitations bas$ on modifi$ adju/$ gross income 7,a7 ,initial r$uction ,! mon?ly specifi$ *ild all[ance o!rwise det]m9$ "u p>agraph 7#a7 ) respect to any taxpay] = any cal5d> mon? %all be r$uc$ 7b n bel[ z]o7 by #a_/ab ( #e p]c5t ( ! excess 7if any7 ( ! taxpay]'s modifi$ adju/$ gross income = ! applicable taxable ye> ov] ! initial ?re%old am\nt 9 effect = su* applicable taxable ye>4 7,b7 ,limitation on initial r$uction ,! am\nt ( ! r$uction "u subp>agraph 7,a7 %all n exce$ ! less] (-- 7i7 ! excess 7if any7 (-- 7,i7 ! mon?ly specifi$ *ild all[ance ) respect to ! taxpay] = ! cal5d> mon? 7det]m9$ )\t reg>d to ?is p>agraph71 ov] 7,,ii7 ! am\nt :i* w\ld be det]m9$ "u subclause 7,i7 if ! doll> am\nts 9 effect "u subp>agraphs 7,a7 & 7,b7 ( p>agraph 7#a7 7 ea* equal to #aff4fg1 or 7ii7 #a_/ab ( #e p]c5t ( ! excess ( ! second>y ?re%old am\nt ov] ! initial ?re%old am\nt4 7,c7 ,second>y r$uction ,! mon?ly specifi$ *ild all[ance o!rwise det]m9$ "u p>agraph 7#a7 ) respect to any taxpay] = any cal5d> mon? 7det]m9$ aft] ! application ( subp>agraphs 7,a7 & 7,b77 %all be r$uc$ 7b n bel[ z]o7 by #a_/ab ( #e p]c5t ( ! excess 7if any7 ( ! taxpay]'s modifi$ adju/$ gross income = ! applicable taxable ye> ov] ! second>y ?re%old am\nt4 7,d7 ,def9itions relat$ to limitations bas$ on modifi$ adju/$ gross income ,= purposes ( ?is p>agraph-- 7i7 ,initial ?re%old am\nt ,! t]m initial ?re%old am\nt means-- 7,i7 #aej1jjj1 9 ! case ( a jo9t return or surviv+ sp\se 7z def9$ 9 section #b7;a771 7,,ii7 #a_/b ! doll> am\nt 9 effect "u subclause 7,i71 9 ! case ( a m>ri$ individual fil+ a sep>ate return1 & 7,,iii7 #aab1ejj1 9 any o!r case4 7iii7 ,second>y ?re%old am\nt ,! t]m second>y ?re%old am\nt means-- 7,i7 #djj1jjj1 9 ! case ( a jo9t return or surviv+ sp\se 7z def9$ 9 section #b7;a771 7,,ii7 #cjj1jjj1 9 ! case ( a head ( h\sehold 7z def9$ 9 section #b7;b771 & 7,,iii7 #bjj1jjj1 9 any o!r case4 7iv7 ,applicable taxable ye> ,! t]m applicable taxable ye> means1 ) respect to any taxpay]1 ! relevant taxable ye> ) respect to :i* ! taxpay] has ! l[e/ modifi$ adju/$ gross income4 ,= purposes ( ! prec$+ s5t5ce1 ! t]m relevant taxable ye> means ! taxable ye> = :i* ! cr$it all[$ "u ?is section is det]m9$ & ea* ( ! #b imm$iately prec$+ taxable ye>s4 7v7 ,modifi$ adju/$ gross income ,! 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 7c7 ,specifi$ *ild ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m specifi$ *ild means1 ) respect to any taxpay] = any cal5d> mon?1 an individual-- 7,a7 :o has ! same pr9cipal place ( abode z ! taxpay] = m ?an "o-half ( su* mon?1 7,b7 :o is y\ng] ?an ! taxpay] & w n1 z ( ! close ( ! cal5d> ye> :i* includes su* mon?1 h atta9$ age #ah1 7,c7 :o receives c>e f ! taxpay] dur+ su* mon? t is n comp5sat$1 7,d7 :o is n ! sp\se ( ! taxpay] at any "t dur+ su* mon?1 7,e7 :o is n a taxpay] ) respect to :om any individual is a specifi$ *ild = su* mon?1 & 7,f7 :o ei!r-- 7i7 is a citiz51 national1 or resid5t ( ! ,unit$ ,/ates1 or 7ii7 if ! taxpay] is a citiz5 or national ( ! ,unit$ ,/ates1 su* individual is describ$ 9 section #aeb7;f77#a77;,b7 ) respect to su* taxpay]4 7#b7 ,c>e f ! taxpay] 7,a7 ,9 g5]al ,except z o!rwise provid$ by ! ,secret>y1 :e!r any individual receives c>e f ! taxpay] 7)9 ! mean+ ( p>agraph 7#a77;,c77 %all be det]m9$ on ! basis ( facts & circum/ances ) respect to ! foll[+ factors3 7i7 ,! sup]vision provid$ by ! taxpay] reg>d+ ! daily activities & ne$s ( ! individual4 7ii7 ,! ma9t5ance by ! taxpay] ( a secure environm5t at :i* ! individual resides4 7iii7 ,! provision or arrangem5t by ! taxpay] (1 & transportation by ! taxpay] to1 m$ical c>e at regul> int]vals & z requir$ = ! individual4 7iv7 ,! involvem5t by ! taxpay] 91 & f9ancial & o!r support by ! taxpay] =1 educational or simil> activities ( ! individual4 7v7 ,any o!r factor t ! ,secret>y det]m9es to be appropriate to det]m9e :e!r ! individual receives c>e f ! taxpay]4 7,b7 ,det]m9ation ( :e!r c>e is comp5sat$ ,= purposes ( det]m9+ if c>e is comp5sat$ )9 ! mean+ ( p>agraph 7#a77;,c71 comp5sation f ! ,f$]al ,gov]nm5t1 a ,/ate or local gov]nm5t1 a ,tribal gov]nm5t1 or any possession ( ! ,unit$ ,/ates %all n be tak5 into acc\nt4 7#c7 ,application ( tie-break] rules 7,a7 ,9 g5]al ,except z provid$ 9 subp>agraph 7,d71 if any individual w\ld 7b = ?is p>agraph7 be a specifi$ *ild ( #b or m taxpay]s = any mon?1 su* individual %all be treat$ z ! specifi$ *ild only ( ! taxpay] :o is-- 7i7 ! p>5t ( ! individual 7or1 if su* individual w\ld 7b = ?is p>agraph7 be a specifi$ *ild ( #b or m p>5ts ( ! individual = su* mon?1 ! p>5t ( ! individual det]m9$ "u subp>agraph 7,b771 7ii7 if ! individual is n a specifi$ *ild ( any p>5t ( ! individual 7det]m9$ )\t reg>d to ?is p>agraph71 ! specifi$ relative ( ! individual ) ! highe/ adju/$ gross income = ! taxable ye> :i* includes su* mon?1 or 7iii7 if ! individual is nei!r a specifi$ *ild ( any p>5t ( ! individual nor a specifi$ *ild ( any specifi$ relative ( ! individual 79 bo? cases det]m9$ )\t reg>d to ?is p>agraph71 ! taxpay] ) ! highe/ adju/$ gross income = ! taxable ye> :i* includes su* mon?4 7,b7 ,tie-break] among p>5ts ,if any individual w\ld 7b = ?is p>agraph7 be ! specifi$ *ild ( #b or m p>5ts ( ! individual = any mon?1 su* *ild %all be treat$ only z ! specifi$ *ild (-- 7i7 ! p>5t ) :om ! *ild resid$ = ! longe/ p]iod ( "t dur+ su* mon?1 or 7ii7 if ! *ild resides ) bo? p>5ts = ! same am\nt ( "t dur+ su* mon?1 ! p>5t ) ! highe/ adju/$ gross income = ! taxable ye> :i* includes su* mon?4 7,c7 ,specifi$ relative ,= purposes ( ?is p>agraph1 ! t]m specifi$ relative means an individual :o is-- 7i7 an ance/or ( a p>5t ( ! specifi$ *ild1 7ii7 a bro!r or si/] ( a p>5t ( ! specifi$ *ild1 or 7iii7 a bro!r1 si/]1 /epbro!r1 or /epsi/] ( ! specifi$ *ild4 7,d7 ,c]ta9 p>5ts or specifi$ relatives n tak5 into acc\nt ,?is p>agraph %all be appli$ )\t reg>d to any p>5t or specifi$ relative ( an individual = any mon? if-- 7i7 su* p>5t or specifi$ relative elects to h su* individual n be treat$ z a specifi$ *ild ( su* p>5t or specifi$ relative = su* mon?1 7ii7 9 ! case ( a p>5t ( su* individual1 ! adju/$ gross income ( ! taxpay] 7) respect to :om su* individual w\ld be treat$ z a specifi$ *ild aft] application ( ?is subp>agraph7 = ! taxable ye> :i* includes su* mon? is high] ?an ! highe/ adju/$ gross income ( any p>5t ( ! individual = any taxable ye> :i* includes su* mon? 7det]m9$ )\t reg>d to any p>5t ) respect to :om su* individual is n a specifi$ *ild1 det]m9$ )\t reg>d to subp>agraphs 7,a7 & 7,b7 & aft] application ( ?is subp>agraph71 & 7iii7 9 ! case ( a specifi$ relative ( su* individual1 ! adju/$ gross income ( ! taxpay] 7) respect to :om su* individual w\ld be treat$ z a specifi$ *ild aft] application ( ?is subp>agraph7 = ! taxable ye> :i* includes su* mon? is high] ?an ! highe/ adju/$ gross income ( any p>5t & any specifi$ relative ( ! individual = any taxable ye> :i* includes su* mon? 7det]m9$ )\t reg>d to any p>5t & any specifi$ relative ) respect to :om su* individual is n a specifi$ *ild1 det]m9$ )\t reg>d to subp>agraphs 7,a7 & 7,b7 & aft] application ( ?is subp>agraph74 7,e7 ,treatm5t ( jo9t returns ,= purposes ( ?is p>agraph1 ) respect to any mon?1 #b individuals fil+ a jo9t return = ! taxable ye> :i* includes su* mon? %all be treat$ z #a individual4 7,f7 ,p>5t ,except z o!rwise provid$ by ! ,secret>y1 ! t]m p>5t %all h ! same mean+ z :5 us$ 9 section #aeb7;c77#d74 7#d7 ,special rules ) respect to bir? & dea? 7,a7 ,bir? 7i7 ,9 g5]al ,9 ! case ( ! bir? ( an individual dur+ any cal5d> ye>1 su* individual %all be treat$ z a specifi$ *ild ( ! relevant taxpay] = ea* cal5d> mon? 9 su* cal5d> ye> :i* prec$es ! cal5d> mon? ref]r$ to 9 clause 7ii74 7ii7 ,relevant taxpay] ,= purposes ( clause 7i71 ! t]m relevant taxpay] means ! taxpay] ) respect to :om ! individual ref]r$ to 9 clause 7i7 is a specifi$ *ild = ! fir/ mon? = :i* su* individual is a specifi$ *ild ) respect to any taxpay] 7det]m9$ )\t reg>d to ?is subp>agraph74 7,b7 ,dea? 7i7 ,9 g5]al ,9 ! case ( ! dea? ( an individual dur+ any cal5d> ye>1 su* individual %all be treat$ z a specifi$ *ild ( ! relevant taxpay] = ea* cal5d> mon? 9 su* cal5d> ye> :i* foll[s ! cal5d> mon? ref]r$ to 9 clause 7ii74 7ii7 ,relevant taxpay] ,= purposes ( clause 7i71 ! t]m relevant taxpay] means ! taxpay] ) respect to :om ! individual ref]r$ to 9 clause 7i7 is a specifi$ *ild = ! la/ mon? = :i* su* individual is alive4 7#e7 ,treatm5t ( tempor>y abs5ces ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,9 ! case ( any individual's tempor>y abs5ce f su* individual's pr9cipal place ( abode1 ea* day compos+ ! tempor>y abs5ce %all-- 7i7 be treat$ z a day at su* individual's pr9cipal place ( abode1 & 7ii7 n be treat$ z a day at any o!r location4 7,b7 ,tempor>y abs5ce ,= purposes ( subp>agraph 7,a71 an abs5ce %all be treat$ z tempor>y if-- 7i7 ! individual w\ld h resid$ at ! place ( abode b = ! abs5ce1 & 7ii7 "u ! facts & circum/ances1 x is reasonable to assume t ! individual w return to reside at ! place ( abode4 7#f7 ,special rule = divorc$ p>5ts1 etc ,rules simil> to ! rules section #aeb7;e7 %all apply = purposes ( ?is subsection4 7#g7 ,eligibilty det]m9$ on basis ( presumptive eligibility 7,a7 ,9 g5]al ,if a p]iod ( presumptive eligibility is e/abli%$ "u section #gebg;,b7c7 = any individual ) respect to any taxpay]-- 7i7 su* individual %all be treat$ z ! specifi$ *ild ( su* taxpay] = any mon? 9 su* p]iod ( presumptive eligibility1 & 7ii7 su* individual %all n be treat$ z ! specifi$ *ild ( any o!r taxpay] ) respect to :om a p]iod ( presumptive eligibility has n be5 e/abli%$ = any su* mon?4 7,b7 ,ability ( cr$it claimants to e/abli% presumptive eligibility ,no?+ 9 section #gebg;,b7c7 %all be int]pret$ to preclude a taxpay] :o elects n to receive mon?ly advance *ild paym5ts "u section #gebg;,b f e/abli%+ a p]iod ( presumptive eligibility 7includ+ any su* p]iod describ$ 9 section #gebg;,b7c77#b77;,d77 ) respect to any specifi$ *ild = purposes ( ?is section4 7d7 ,portion ( cr$it refundable ,if ! taxpay] 79 ! case ( a jo9t return1 ei!r sp\se7 has a pr9cipal place ( abode 7det]m9$ z provid$ 9 section #cb7 9 ! ,unit$ ,/ates or ,pu]to ,rico = m ?an "o-half ( any cal5d> mon? dur+ ! taxable ye>1 s mu* ( ! cr$it o!rwise all[$ "u subsection 7a7 z is attributable to mon?ly specifi$ *ild all[ances ) respect to any su* cal5d> mon? %all be all[$ "u subp>t ,c 7& n all[$ "u ?is subp>t74 7e7 ,id5tification requirem5ts ,rules simil> to ! rules ( section #bd7;e7 %all apply = purposes ( ?is section4 7f7 ,re/rictions on taxpay]s :o improp]ly claim$ cr$it or improp]ly receiv$ mon?ly advance *ild paym5t 7#a7 ,taxpay]s mak+ prior fraudul5t or reckless claims 7,a7 ,9 g5]al ,no cr$it %all be all[$ "u ?is section = any taxable ye> 7& no paym5t %all be made "u section #gebg;,b = any mon?7 9 ! disall[ance p]iod4 7,b7 ,disall[ance p]iod ,= purposes ( subp>agraph 7,a71 ! disall[ance p]iod is-- 7i7 ! p]iod ( #aj taxable ye>s aft] ! mo/ rec5t taxable ye> = :i* !re 0 a f9al det]m9ation t ! taxpay]'s claim ( cr$it "u ?is section or section #bd 7or paym5t "u section #gebg;,a or #gebg;,b7 0 due to fraud1 7ii7 ! p]iod ( #b taxable ye>s aft] ! mo/ rec5t taxable ye> = :i* !re 0 a f9al det]m9ation t ! taxpay]'s claim ( cr$it "u ?is section or section #bd 7or paym5t "u section #gebg;,a or #gebg;,b7 0 due to reckless or int5tional disreg>d ( rules & regulations 7b n due to fraud71 & 7iii7 9 addition to any p]iod det]m9$ "u clause 7i7 or 7ii7 7z ! case may be71 ! p]iod beg9n+ on ! date ( ! f9al det]m9ation describ$ 9 su* clause & end+ ) ! beg9n+ ( ! p]iod describ$ 9 su* clause4 7#b7 ,taxpay]s mak+ improp] prior claims ,9 ! case ( a taxpay] :o is d5i$ cr$it "u ?is section or section #bd = any taxable ye> z a result ( ! defici5cy proc$ures "u sub*apt] ,b ( *apt] #fc1 no cr$it %all be all[$ "u ?is section = any subsequ5t taxable ye> 7& no paym5t %all be made "u section #gebg;,b = any subsequ5t mon?7 unless ! taxpay] provides su* in=mation z ! ,secret>y may require to demon/rate eligibility = su* cr$it4 7#c7 ,coord9ation ) possessions ( ! ,unit$ ,/ates ,9 c>ry+ out ?is section1 ! ,secret>y %all coord9ate ) ea* possession ( ! ,unit$ ,/ates to prev5t ! avoidance ( ! application ( ?is subsection4 7g7 ,reconciliation ( cr$it & mon?ly advance *ild paym5ts 7#a7 ,9 g5]al ,! am\nt o!rwise det]m9$ "u subsection 7a7 ) respect to any taxpay] = any taxable ye> %all be r$uc$ 7b n bel[ z]o7 by ! aggregate am\nt ( paym5ts made "u section #gebg;,b to su* taxpay] = "o or m cal5d> mon?s 9 su* taxable ye>4 ,any failure to s r$uce ! cr$it %all be treat$ z aris+ out ( a ma!matical or cl]ical error & assess$ accord+ to section #fbac7;b77#a74 7#b7 ,recapture ( excess advance paym5ts 9 c]ta9 circum/ances ,9 ! case ( a taxpay] describ$ 9 p>agraph 7#c7 = any taxable ye>1 ! tax impos$ by ?is *apt] = su* taxable ye> %all be increas$ by ! excess 7if any7 (-- 7,a7 ! aggregate am\nt ( paym5ts made to ! taxpay] "u section #gebg;,b = "o or m cal5d> mon?s 9 su* taxable ye>1 ov] 7,b7 ! am\nt det]m9$ "u subsection 7a7 ) respect to ! taxpay] = su* taxable ye> 7)\t reg>d to p>agraph 7#a7 ( ?is subsection74 7#c7 ,taxpay]s subject to recapture 7,a7 ,fraud or reckless or int5tional disreg>d ( rules & regulations ,a taxpay] is describ$ 9 ?is p>agraph ) respect to any taxable ye> if ! ,secret>y det]m9es t ! am\nt describ$ 9 p>agraph 7#b77;,a7 ) respect to ! taxpay] = su* taxable ye> 0 det]m9$ on ! basis ( fraud or a reckless or int5tional disreg>d ( rules & regulations4 7,b7 ,und]/atem5t ( income2 *anges 9 fil+ /atus ,if ! am\nt describ$ 9 p>agraph 7#b77;,a7 ) respect to ! taxpay] = ! taxable ye> 0 det]m9$ on ! basis ( an am\nt ( ! taxpay]'s modifi$ adju/$ gross income :i* 0 less ?an ! taxpay]'s modifi$ adju/$ gross income = ! applicable taxable ye> 7z def9$ 9 subsection 7b77-- 7i7 su* taxpay] %all be treat$ z describ$ 9 ?is p>agraph1 & 7ii7 ! increase det]m9$ "u p>agraph 7#b7 by reason ( ?is subp>agraph %all n exce$ ! excess (-- 7,i7 ! am\nt describ$ 9 p>agraph 7#b77;,a71 ov] 7,,ii7 ! am\nt :i* w\ld be s describ$ if ! paym5ts describ$ !re9 _h be5 det]m9$ on ! basis ( ! taxpay]'s modifi$ adju/$ gross income = ! applicable taxable ye> 7z def9$ 9 subsection 7b774 ,a rule simil> to ! rule ( ! prec$+ s5t5ce %all apply if ! am\nt describ$ 9 p>agraph 7#b77;,a7 ) respect to ! taxpay] = ! taxable ye> 0 det]m9$ on ! basis ( a fil+ /atus ( ! taxpay] :i* diff]s f ! taxpay]'s fil+ /atus = ! applicable taxable ye> 7z s def9$74 7,c7 ,paym5ts made outside ( p]iod ( presumptive eligibility ,if any paym5t describ$ 9 p>agraph 7#b77;,a7 ) respect to ! taxpay] = ! taxable ye> 0 made ) respect to a *ild = a mon? :i* 0 n "p ( a p]iod ( presumptive eligibility e/abli%$ "u section #gebg;,b7c7 = su* *ild ) respect to su* taxpay]-- 7i7 su* taxpay] %all be treat$ z describ$ 9 ?is p>agraph1 & 7ii7 ! increase det]m9$ "u p>agraph 7#b7 by reason ( ?is subp>agraph %all n exce$ ! portion ( su* paym5t s made4 7,d7 ,c]ta9 paym5ts made aft] notice f ,secret>y ,if ! ,secret>y notifies a taxpay] "u section #gebg;,b7j77#b7 t su* taxpay] is subject to recapture ) respect to any paym5ts-- 7i7 su* taxpay] %all be treat$ z describ$ 9 ?is p>agraph1 & 7ii7 ! increase det]m9$ "u p>agraph 7#b7 by reason ( ?is subp>agraph %all n exce$ ! aggregate am\nt ( su* paym5ts4 7,e7 ,taxpay]s mov+ to ano!r jurisdiction ,to m9imize ! am\nt ( advance paym5ts made "u section #gebg;,b to ineligible individuals1 ! ,secret>y %all issue regulations or o!r guidance = purposes ( ?is p>agraph :i* apply ) respect to taxpay]s :o are describ$ 9 section #gebg;,b7b77#d7 ) respect to ! ref]5ce mon? b are n s describ$ ) respect to "o or m mon?s dur+ ! taxable ye> = :i* advance paym5ts "u section #gebg;,b are made4 7,f7 ,o!r circum/ances to prev5t abuse ,a taxpay] is describ$ 9 ?is p>agraph ) respect to any taxable ye> pursuant to regulations or o!r guidance ( ! ,secret>y describ+ o!r recapture circum/ances to facilitate ! adm9i/ration & en=cem5t by ! ,secret>y ( section #gebg;,b to m9imize ! am\nt ( advance paym5ts made "u section #gebg;,b to ineligible individuals & to prev5t abuse4 7#d7 ,jo9t returns ,except z o!rwise provid$ by ! ,secret>y1 9 ! case ( an advance paym5t made "u section #gebg;,b ) respect to a jo9t return1 half ( su* paym5t %all be treat$ z hav+ be5 made to ea* individual fil+ su* return4 7h7 ,inflation adju/m5ts 7#a7 ,mon?ly specifi$ *ild all[ance 7,a7 ,9 g5]al ,9 ! case ( any mon? beg9n+ aft] ,decemb] #ca1 #bjbb1 ea* ( ! doll> am\nts 9 subsection 7b77#a7 %all be increas$ by an am\nt equal to-- 7i7 su* doll> am\nt1 multipli$ by 7ii7 ! p]c5tage 7if any7 by :i*-- 7,i7 ! ,,cpi 7z def9$ 9 section #a7;f77#d77 = ! cal5d> ye> prec$+ ! cal5d> ye> 9 :i* su* mon? beg9s1 exce$s 7,,ii7 ! ,,cpi 7z s def9$7 = cal5d> ye> #bjbj4 7,b7 ,r\nd+ ,any increase "u subp>agraph 7,a7 :i* is n a multiple ( #aj %all be r\nd$ to ! ne>e/ multiple ( #aj4 7#b7 ,initial ?re%old am\nt 7,a7 ,9 g5]al ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbb1 ! doll> am\nts 9 subclauses 7,i7 & 7,,iii7 ( subsection 7b77#b77;,d77i7 %all ea* be increas$ by an am\nt equal to-- 7i7 su* doll> am\nt1 multipli$ by 7ii7 ! p]c5tage 7if any7 by :i*-- 7,i7 ! ,,cpi 7z def9$ 9 section #a7;f77#d77 = ! cal5d> ye> prec$+ ! cal5d> ye> 9 :i* su* taxable ye> beg9s1 exce$s 7,,ii7 ! ,,cpi 7z s def9$7 = cal5d> ye> #bjbj4 7,b7 ,r\nd+ ,any increase "u subp>agraph 7,a7 :i* is n a multiple ( #e1jjj %all be r\nd$ to ! ne>e/ multiple ( #e1jjj4 7i7 ,application ( cr$it 9 possessions 7#a7 ,mirror code possessions 7,a7 ,9 g5]al ,! ,secret>y %all pay to ea* possession ( ! ,unit$ ,/ates ) a mirror code tax sy/em am\nts equal to ! loss 7if any7 to t possession by reason ( ! application ( ?is section 7det]m9$ )\t reg>d to ?is subsection7 ) respect to taxable ye>s beg9n+ aft] #bjbb & be=e #bjbf4 ,su* am\nts %all be det]m9$ by ! ,secret>y bas$ on in=mation provid$ by ! gov]nm5t ( ! respective possession4 7,b7 ,coord9ation ) cr$it all[$ aga9/ ,unit$ ,/ates income taxes ,no cr$it %all be all[$ "u ?is section = any taxable ye> to any individual to :om a cr$it is all[able aga9/ taxes impos$ by a possession ( ! ,unit$ ,/ates ) a mirror code tax sy/em by reason ( ! application ( ?is section 9 su* possession = su* taxable ye>4 7,c7 ,mirror code tax sy/em ,= purposes ( ?is p>agraph1 ! t]m mirror code tax sy/em means1 ) respect to any possession ( ! ,unit$ ,/ates1 ! income tax sy/em ( su* possession if ! income tax liability ( ! resid5ts ( su* possession "u su* sy/em is det]m9$ by ref]5ce to ! income tax laws ( ! ,unit$ ,/ates z if su* possession 7 ! ,unit$ ,/ates4 7#b7 ,cross ref]5ces relat$ to application ( cr$it to resid5ts ( ,pu]to ,rico 7,a7 ,= application ( refundable cr$it to resid5ts ( ,pu]to ,rico1 see subsection 7d74 7,b7 ,= application ( advance paym5t to resid5ts ( ,pu]to ,rico1 see section #gebg;,b7b77#d74 7#c7 ,am]ican ,samoa 7,a7 ,9 g5]al ,! ,secret>y %all pay to ,am]ican ,samoa am\nts e/imat$ by ! ,secret>y z be+ equal to ! aggregate b5efits t w\ld h be5 provid$ to resid5ts ( ,am]ican ,samoa by reason ( ! application ( ?is section = taxable ye>s beg9n+ aft] #bjbb & be=e #bjbf if ! provisions ( ?is section _h be5 9 effect 9 ,am]ican ,samoa 7appli$ z if ,am]ican ,samoa 7 ! ,unit$ ,/ates & )\t reg>d to ! application ( ?is section to resid5ts ( ,pu]to ,rico "u subsection 7d774 7,b7 ,di/ribution requirem5t ,subp>agraph 7,a7 %all n apply unless ,am]ican ,samoa has a plan1 :i* has be5 approv$ by ! ,secret>y1 "u :i* ,am]ican ,samoa w promptly di/ribute su* paym5ts to its resid5ts4 7,c7 ,coord9ation ) cr$it all[$ aga9/ ,unit$ ,/ates income taxes 7i7 ,9 g5]al ,9 ! case ( a taxable ye> ) respect to :i* a plan is approv$ "u subp>agraph 7,b71 ?is section 7o!r ?an ?is subsection7 %all n apply to any individual eligible = a di/ribution "u su* plan4 7ii7 ,application ( section 9 ev5t ( abs5ce ( approv$ plan ,9 ! case ( a taxable ye> ) respect to :i* a plan is n approv$ "u subp>agraph 7,b71 subsection 7d7 %all be appli$ by sub/itut+ 1 ,pu]to ,rico1 or ,am]ican ,samoa = or ,pu]to ,rico4 7#d7 ,treatm5t ( paym5ts ,= purposes ( section #acbd ( title #ca1 ,unit$ ,/ates ,code1 ! paym5ts "u ?is subsection %all be treat$ 9 ! same mann] z a refund due f a cr$it provision ref]r$ to 9 subsection 7b77#b7 ( su* section4 7j7 ,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-- 7#a7 = det]m9+ :e!r an individual receives c>e f a taxpay] = purposes ( subsection 7c77#a71 & 7#b7 to coord9ate or modify ! application ( ?is section & section #bd1 #gebg;,a1 & #gebg;,b 9 ! case ( any taxpay]-- 7,a7 ^: taxable ye> is o!r ?an a cal5d> ye>1 7,b7 ^: fil+ /atus = a taxable ye> is diff]5t f ! /atus us$ = det]m9+ "o or m mon?ly paym5ts "u section #gebg;,b dur+ su* taxable ye>1 or 7,c7 ^: pr9cipal place ( abode = any mon? is diff]5t f ! pr9cipal place ( abode us$ = det]m9+ ! mon?ly paym5t "u section #gebg;,b = su* mon?4 7k7 ,t]m9ation ,?is section %all n apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbe4 #bd;,b4 ,cr$it = c]ta9 o!r dep5d5ts 7a7 ,9 g5]al ,!re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is *apt] = ! taxable ye> an am\nt equal to #ejj ) respect to ea* specifi$ dep5d5t ( su* taxpay] = su* taxable ye>4 7b7 ,limitation bas$ on modifi$ adju/$ gross income 7#a7 ,9 g5]al ,! am\nt ( ! cr$it all[able "u subsection 7a7 %all be r$uc$ 7b n bel[ z]o7 by #ej = ea* #a1jjj 7or fraction !re(7 by :i* ! taxpay]'s modifi$ adju/$ gross income exce$s ! ?re%old am\nt4 7#b7 ,?re%old am\nt ,= purposes ( ?is subsection1 ! t]m ?re%old am\nt means-- 7,a7 #djj1jjj1 9 ! case ( a jo9t return or surviv+ sp\se 7z def9$ 9 section #b7;a771 7,b7 #cjj1jjj1 9 ! case ( a head ( h\sehold 7z def9$ 9 section #b7;b771 & 7,c7 #bjj1jjj1 9 any o!r case4 7#c7 ,modifi$ adju/$ gross income ,= purposes ( ?is subsection1 ! 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 7c7 ,specifi$ dep5d5t ,= purposes ( ?is section1 ! t]m specifi$ dep5d5t means1 ) respect to any taxpay] = any taxable ye>1 any dep5d5t ( su* taxpay] = su* taxable ye> unless su* dep5d5t-- 7#a7 is a specifi$ *ild ( ! taxpay]1 or any o!r taxpay]1 = any mon? dur+ su* taxable ye>1 or 7#b7 w\ld n be a dep5d5t if subp>agraph 7,a7 ( section #aeb7;b77#c7 7 appli$ )\t reg>d to all t foll[s resid5t ( ! ,unit$ ,/ates4 7d7 ,id5tification requirem5ts ,rules simil> to ! rules ( section #bd7;e7 %all apply = purposes ( ?is section4 7e7 ,taxable ye> mu/ be full taxable ye> ,except 9 ! case ( a taxable ye> clos$ by reason ( ! dea? ( ! taxpay]1 no cr$it %all be all[able "u ?is section 9 ! case ( a taxable ye> cov]+ a p]iod ( less ?an #ab mon?s4 7f7 ,inflation adju/m5t 7#a7 ,9 g5]al ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbb1 ! #ejj am\nt 9 subsection 7a7 %all be increas$ by an am\nt equal to-- 7,a7 su* doll> am\nt1 multipli$ by 7,b7 ! p]c5tage 7if any7 by :i*-- 7i7 ! ,,cpi 7z def9$ 9 section #a7;f77#d77 = ! cal5d> ye> prec$+ ! cal5d> ye> 9 :i* su* taxable ye> beg9s1 exce$s 7ii7 ! ,,cpi 7z s def9$7 = cal5d> ye> #bjbj4 7#b7 ,r\nd+ ,if ! increase det]m9$ "u p>agraph 7#a7 is n a multiple ( #aj1 su* increase %all be r\nd$ to ! ne>e/ multiple ( #aj4 7g7 ,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 section4 7h7 ,t]m9ation ,?is section %all n apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbe4 4 7b7 ,mon?ly paym5t ( *ild tax cr$it ,*apt] #gg is am5d$ by ins]t+ aft] section #gebg;,a ! foll[+ new section3 #gebg;,b4 ,mon?ly paym5ts ( *ild tax cr$it 7a7 ,9 g5]al ,! ,secret>y %all e/abli% a program = mak+ paym5ts to taxpay]s ) respect to ea* cal5d> mon? equal to ! mon?ly advance *ild paym5t det]m9$ ) respect to su* taxpay] = su* mon?4 7b7 ,mon?ly advance *ild paym5t ,= purposes ( ?is section & except z o!rwise provid$ 9 ?is section1 ! t]m mon?ly advance *ild paym5t means1 ) respect to any taxpay] = any cal5d> mon?1 ! am\nt 7if any7 :i* is e/imat$ by ! ,secret>y z be+ equal to ! mon?ly specifi$ *ild all[ance :i* w\ld be det]m9$ "u section #bd;,a7b7 ) respect to su* taxpay] = su* cal5d> mon? if-- 7#a7 unless det]m9$ by ! ,secret>y bas$ on any in=mation kn[n to ! ,secret>y1 ! only specifi$ *ildr5 ( su* taxpay] = su* cal5d> mon? are ! specifi$ *ildr5 ( su* taxpay] = ! ref]5ce mon?1 7#b7 unless det]m9$ by ! ,secret>y bas$ on any in=mation kn[n to ! ,secret>y1 ! ages ( su* *ildr5 7& ! /atus ( su* *ildr5 z specifi$ *ildr57 are det]m9$ = su* cal5d> mon? by tak+ into acc\nt ! passage ( "t s9ce su* ref]5ce mon?1 7#c7 ! limitations ( section #bd;,a7b77#b7 7 appli$ ) respect to ! ref]5ce taxable ye> r ?an ) respect to ! applicable taxable ye>1 & 7#d7 unless det]m9$ by ! ,secret>y bas$ on any in=mation kn[n to ! ,secret>y1 no mon?ly specifi$ *ild all[ance 7 det]m9$ ) respect to su* taxpay] = su* cal5d> mon? unless ! taxpay] 79 ! case ( a jo9t return1 ei!r sp\se7 has a pr9cipal place ( abode 7det]m9$ z provid$ 9 section #cb7 9 ! ,unit$ ,/ates or ,pu]to ,rico = m ?an "o-half ( ! ref]5ce mon?4 7c7 ,presumptive eligibility 7#a7 ,9 g5]al ,an individual %all be treat$ z a specifi$ *ild ( a taxpay] = purposes ( det]m9+ any mon?ly advance *ild paym5t "u ?is section only if su* mon? is "p ( ! p]iod ( presumptive eligibility det]m9$ by ! ,secret>y "u ?is subsection ) respect to su* specifi$ *ild & su* taxpay] 7det]m9$ by treat+ ! mon? describ$ 9 subclause 7,i7 ( p>agraph 7#b77;,a77ii7 z be+ ! fir/ mon? beg9n+ aft] ! det]m9ation describ$ 9 su* subclause74 7#b7 ,p]iod ( presumptive eligibility ,= purposes ( ?is section-- 7,a7 ,9 g5]al ,except z o!rwise provid$ by ! ,secret>y1 ! t]m p]iod ( presumptive eligibility means ! p]iod-- 7i7 beg9n+ ) ! mon? = :i* presumptive eligibility is e/abli%$1 & 7ii7 end+ ) ! e>lie/ (-- 7,i7 ! beg9n+ ( ! mon? describ$ 9 clause 7i7 if ! ,secret>y det]m9es t ! taxpay] committ$ fraud or int5tionally disreg>d$ rules or regulations 9 e/abli%+ or ma9ta9+ presumptive eligibility1 7,,ii7 9 ! case ( any notification f ! ,secret>y t ! p]iod ( presumptive eligibility has be5 t]m9at$ or susp5d$ by reason ( any "q reg>d+ eligibility ( ! taxpay] = mon?ly advance *ild paym5ts ) respect to su* *ild1 ! mon? specifi$ 9 su* notice z ! mon? on :i* su* t]m9ation or susp5sion beg9s1 & 7,,iii7 ! mon? foll[+ any failure ( ! taxpay] to make ! requir$ annual r5ewal ( presumptive eligibility by su* date z ! ,secret>y may provide4 7,b7 ,e/abli%+ presumptive eligibility ,a taxpay] %all e/abli% presumptive eligibility ) respect to any specifi$ *ild = any mon? at su* "t & 9 su* mann] z ! ,secret>y may provide4 ,except z o!rwise provid$ by ! ,secret>y1 9 ord] to e/abli% a p]iod ( presumptive eligibility ! taxpay] mu/ express a reasonable expectation & int5t t ! taxpay] w cont9ue to be eligible ) respect to su* specifi$ *ild = at lea/ ! two mon?s foll[+ ! mon? = :i* presumptive eligibility is to be e/abli%$4 7,c7 ,me?od ( e/abli%+ presumptive eligibility ,! ,secret>y %all ensure in=mation to e/abli% presumptive eligibility "u ?is p>agraph may be provid$ on ! return ( tax = ! taxable ye> end+ be=e ! cal5d> ye> :i* includes ! mon? = :i* su* eligibility is to be e/abli%$1 ?r\gh ! on-l9e portal describ$ 9 subsection 7c71 or 9 su* o!r mann] z ! ,secret>y may provide4 7,d7 ,inclusion ( automatic grace p]iods & p]iods ( h>d%ip ,! p]iod ( presumptive eligibility %all include any p]iod to :i* p>agraph 7#a7 or 7#b7 ( subsection 7g7 applies4 7,e7 ,automatic eligibility = bir? ( *ild ,! ,secret>y %all issue regulations or o!r guidance to e/abli% proc$ures pursuant to :i*1 to ! maximum ext5t adm9i/ratively practicable-- 7i7 a p>5t ( a *ild born dur+ a cal5d> mon? %all be treat$ z automatically e/abli%+ presumptive eligibility ) respect to su* *ild1 7ii7 ! p]iod ( su* automatic presumptive eligibility is det]m9$1 & 7iii7 ! fir/ mon?ly advance *ild paym5t ) respect to su* *ild is adju/$ to prop]ly take into acc\nt ea* mon? 9 ! taxable ye> prec$+ su* bir?4 7,f7 ,presumptive eligibility bas$ on c]ta9 gov]nm5t programs ,! ,secret>y %all issue regulations or o!r guidance to e/abli% proc$ures "u :i*-- 7i7 bas$ on in=mation provid$ to ! ,secret>y by "o or m gov]nm5t entities1 a p>5t or specifi$ relative ( a *ild is treat$ z automatically e/abli%+ presumptive eligibility ) respect to su* *ild1 & 7ii7 ! p]iod = :i* su* automatic presumptive eligibility is det]m9$ 7includ+ any additional circum/ances "u :i* su* p]iod w t]m9ate74 7,g7 ,coord9ation ) presumption ,= purposes ( det]m9+ ! /atus ( any individual z a specifi$ *ild = purposes ( det]m9+ presumptive eligibility ) respect to any p]iod1 section #bd;,a7c7 %all be appli$ )\t reg>d to p>agraph 7#g7 !re(4 7#c7 ,notice ( t]m9ation ( presumptive eligibility by reason ( failure to make annual r5ewal ,if a taxpay]'s p]iod ( presumptive eligibility ) respect to any specifi$ *ild t]m9ates by reason ( p>agraph 7#b77;,a77ii77,,iv71 ! ,secret>y %all provide ! taxpay] a writt5 notice ( su* t]m9ation4 7d7 ,det]m9ation ( ref]5ce mon? & ref]5ce taxable ye> ,= purposes ( ?is section-- 7#a7 ,ref]5ce mon? ,! t]m ref]5ce mon? means1 ) respect to any taxpay] = any cal5d> mon?1 ! mo/ rec5t (-- 7,a7 9 ! case ( a taxpay] :o fil$ a return ( tax = ! la/ taxable ye> end+ be=e su* cal5d> mon?1 ! la/ mon? ( su* taxable ye>1 7,b7 9 ! case ( a taxpay] :o fil$ a return ( tax = ! taxable ye> prec$+ ! taxable ye> describ$ 9 subp>agraph 7,a71 ! la/ mon? ( su* prec$+ taxable ye>1 & 7,c7 9 ! case ( a taxpay] :o provides1 ?r\gh a specifi$ alt]native me*anism1 in=mation :i* is suffici5t to e/imate ! taxpay]'s mon?ly advance *ild paym5t = su* mon?1 su* mon?4 7#b7 ,ref]5ce taxable ye> ,! t]m ref]5ce taxable ye> means1 ) respect to any taxpay] = any cal5d> mon?1 ! mo/ rec5t (-- 7,a7 ! taxable ye> describ$ 9 subp>agraph 7,a7 or 7,b7 ( p>agraph 7#a71 or 7,b7 9 ! case ( a taxpay] :o provides1 ?r\gh a specifi$ alt]native me*anism1 in=mation :i* is suffici5t to e/imate ! taxpay]'s modifi$ adju/$ gross income = ! taxable ye> :i* includes su* mon?1 su* taxable ye>4 7#c7 ,availability ( in=mation ,any mon? or ye> ref]r$ to 9 subp>agraphs 7,a71 7,b71 or 7,c7 ( p>agraph 7#a7 or subp>agraph 7,a7 or 7,b7 ( p>agraph 7#b7 %all n be tak5 into acc\nt 9 det]m9+ ! ref]5ce mon? or ref]5ce taxable ye> ) respect to any cal5d> mon? unless all relevant in=mation ) respect to su* mon? or ye> is available to ! ,secret>y & ! ,secret>y has adequate "t to make e/imates "u ?is section on ! basis ( su* in=mation be=e ! beg9n+ ( su* cal5d> mon?4 7#d7 ,treatm5t ( insuffici5t in=mation ,except z o!rwise provid$ by ! ,secret>y-- 7,a7 if a taxpay] is n describ$ 9 subp>agraph 7,a71 7,b71 or 7,c7 ( p>agraph 7#a7 ) respect to any cal5d> mon?1 ! mon?ly advance *ild paym5t ) respect to su* taxpay] = su* cal5d> mon? %all be treat$ z z]o unless ! ,secret>y det]m9es t ! ,secret>y c make ! e/imate describ$ 9 subsection 7b7 on ! basis ( in=mation kn[n to ! ,secret>y :i* ! ,secret>y det]m9es is reasonably reliable1 & 7,b7 if ! taxpay] is n describ$ 9 p>agraph 7#a77;,c7 & ! in=mation on ! return ( tax ref]r$ to 9 subp>agraph 7,a7 or 7,b7 ( p>agraph 7#a7 does n e/abli% ! /atus ( ! taxpay] 79 ! case ( a jo9t return1 ei!r sp\se7 z hav+ a pr9cipal place ( abode 7det]m9$ z provid$ 9 section #cb7 9 ! ,unit$ ,/ates or ,pu]to ,rico = m ?an "o-half ( ! ref]5ce mon?1 ! ,secret>y %all det]m9e su* /atus bas$ on in=mation kn[n to ! ,secret>y4 7#e7 ,transition rule ,9 any case ) respect to :i* section #bd;,a 0 n 9 effect = ! taxable ye> describ$ 9 subp>agraph 7,a71 7,b71 or 7,c7 ( p>agraph 7#a7 7:i*ev] is applicable71 subsection 7b77#a7 %all be appli$ by sub/itut+ ! qualify+ *ildr5 ( su* taxpay] = ! taxable ye> :i* includes ! ref]5ce mon? = ! specifi$ *ildr5 ( su* taxpay] = ! ref]5ce mon?4 7e7 ,on-l9e in=mation portal2 specifi$ alt]native me*anisms 7#a7 ,on-l9e in=mation portal ,! ,secret>y %all e/abli% an on-l9e portal :i* all[s taxpay]s to-- 7,a7 subject to su* re/rictions z ! ,secret>y may provide1 elect to beg9 or cease receiv+ paym5ts "u ?is section1 & 7,b7 provide in=mation to ! ,secret>y :i* is relevant 9 det]m9+ ! mon?ly advance *ild paym5t & ! taxpay]'s eligibility = su* paym5t1 includ+ in=mation reg>d+-- 7i7 ! numb] ( ! taxpay]'s specifi$ *ildr51 includ+ by reason ( ! bir? ( a *ild1 7ii7 ! taxpay]'s m>ital /atus1 7iii7 ! taxpay]'s modifi$ adju/$ gross income1 7iv7 ! taxpay]'s pr9cipal place ( abode1 & 7v7 any o!r factor :i* ! ,secret>y may provide4 7#b7 ,specifi$ alt]native me*anism ,= purposes ( ?is section1 ! t]m specifi$ alt]native me*anism means ! on-l9e portal e/abli%$ "u p>agraph 7#a71 ! on-l9e portal e/abli%$ "u section #gebg;,a1 & any o!r me*anism or me?od e/abli%$ by ! ,secret>y to all[ taxpay]'s to provide ! in=mation describ$ 9 p>agraph 7#a7 7includ+ 9 connection ) ! fil+ ( any return ( tax74 7f7 ,specifi$ *ild ( m ?an #a taxpay] 7#a7 ,9 g5]al ,9 ! ev5t t 7)\t reg>d to ?is p>agraph & det]m9$ )\t reg>d to any election "u subsection 7e77#a77 any specifi$ *ild w\ld be tak5 into acc\nt 9 det]m9+ ! mon?ly advance *ild paym5t ( m ?an "o taxpay] = ! same cal5d> mon?-- 7,a7 except z provid$ 9 subp>agraph 7,b71 su* *ild %all be s tak5 into acc\nt only ) respect to ! taxpay] ) ! mo/ rec5t ref]5ce mon?1 & 7,b7 if any su* taxpay] is describ$ 9 subsection 7d77#a77;,c7 7or m ?an #a taxpay] is describ$ 9 subp>agraph 7,a7 ( ?is p>agraph71 ! ,secret>y %all e/abli% proc$ures "u :i* ! ,secret>y exp$iti\sly adjudicates ! taxpay]'s compet+ claims ( presumptive eligibility ) respect to ! same *ild4 7#b7 ,provisions relat$ to adjudication 7,a7 ,exp$it$ process2 appeals ,! proc$ures e/abli%$ "u p>agraph 7#a77;,b7 %all include-- 7i7 an exp$it$ process = taxpay]s :o meet su* requirem5ts z ! ,secret>y may e/abli% = su* exp$it$ process1 & 7ii7 proc$ures = adjudicat+ an appeal ( an adv]se decision4 7,b7 ,in=mation receipt & coord9ation ,! ,secret>y may ent] into agreem5ts to receive in=mation f1 & o!rwise coord9ate )-- 7i7 ,f$]al ag5cies 7includ+ ! ,social ,security ,adm9i/ration & ! ,dep>tm5t ( ,agriculture71 7ii7 any ,/ate1 local gov]nm5t1 ,tribal gov]nm5t1 or possession ( ! ,unit$ ,/ates1 & 7iii7 any o!r individual or entity t ! ,secret>y det]m9es to be appropriate = purposes ( adjudicat+ a compet+ claim describ$ 9 p>agraph 7#a74 7,c7 ,adjudication n treat$ z assessm5t ,an adjudication "u ! proc$ures e/abli%$ "u p>agraph 7#a77;,b7 7includ+ ! adjudication ( any appeal7 %all n be treat$ z an assessm5t describ$ 9 section #fbja4 7,d7 ,adjudication n treat$ z inspection ( taxpay]'s books ( acc\nt ,! inspection ( a taxpay]'s books ( acc\nt 9 connection ) any adjudication "u ! proc$ures e/abli%$ "u p>agraph 7#a77;,b7 7includ+ ! adjudication ( any appeal7 %all n be treat$ z an exam9ation or inspection ( a taxpay]'s books ( acc\nt = purposes ( section #gfje7;b74 7#c7 ,retroactive paym5ts ,if1 pursuant to ! proc$ures e/abli%$ "u p>agraph 7#a77;,b71 ! ,secret>y det]m9es t a *ild is a specifi$ *ild ( a taxpay] & ! ,secret>y did n make paym5ts to su* taxpay] ) respect to su* *ild = any portion ( ! p]iod dur+ :i* ! det]m9ation 0 made1 ! ,secret>y may make a "o-"t paym5t to ! taxpay] ) respect to :i* su* *ild is ! specifi$ *ild 9 an am\nt equal to ! aggregate am\nt by :i* ! mon?ly advance *ild paym5ts to su* taxpay] w\ld h increas$ dur+ su* p]iod if su* det]m9ation _h be5 made imm$iately4 7#d7 ,recapture ( paym5ts ,if1 pursuant to ! proc$ures e/abli%$ "u p>agraph 7#a77;,b71 ! ,secret>y makes paym5ts ) respect to ! *ild dur+ ! p]iod dur+ :i* ! det]m9ation is made-- 7,a7 ! ,secret>y %all provide ea* taxpay] :i* receives su* paym5ts notice t su* paym5ts may be subject to recapture1 & 7,b7 ^u mak+ su* det]m9ation1 ! ,secret>y %all det]m9e on ! basis ( ! facts & circum/ances ( ea* su* taxpay] :e!r any su* paym5ts %\ld be subject to recapture & %all s notify ea* su* taxpay]4 7g7 ,rules relat$ to grace p]iods & h>d%ips 7#a7 ,automatic grace p]iod 7,a7 ,9 g5]al ,not)/&+ subsection 7f71 9 ! case ( any failure or delay 9 e/abli%+ a p]iod ( presumptive eligibility ) respect to :i* ! taxpay] elects ! application ( ?is subp>agraph1 cr$it "u section #bd;,a or retroactive paym5t "u ?is section 7simil> to ! paym5t describ$ 9 subsection 7f77#c77 %all be all[$ or made ) respect to s mu* ( ! p]iod ( su* failure or delay z does n exce$ #c mon?s4 ,! prec$+ s5t5ce %all n apply if ! ,secret>y det]m9es t su* failure or delay 0 due to fraud or reckless or int5tional disreg>d ( rules & regulations4 7,b7 ,limitation ,subp>agraph 7,a7 %all n apply ) respect to any taxpay] m ?an once dur+ any #cf-mon? p]iod4 7#b7 ,h>d%ip ,not)/&+ subsection 7f71 if ! ,secret>y det]m9es t a failure or delay 9 e/abli%+ a p]iod ( presumptive eligibility ) respect to any specifi$ *ild 0 due to dome/ic viol5ce1 s]i\s illness1 natural disa/]1 or any o!r h>d%ip1 cr$it "u section #bd;,a or retroactive paym5t "u ?is section 7simil> to ! paym5t describ$ 9 subsection 7f77#c77 %all be all[$ or made ) respect to s mu* ( ! p]iod ( su* failure or delay z does n exce$ #f mon?s4 7h7 ,provisions relat$ to =m1 mann]1 & treatm5t ( paym5ts 7#a7 ,application ( electronic funds paym5t requirem5t ,! paym5ts made by ! ,secret>y "u subsection 7a7 %all be made by electronic funds transf] to ! same ext5t & 9 ! same mann] z if su* paym5ts 7 ,f$]al paym5ts n made "u ?is title4 7#b7 ,application ( c]ta9 rules ,rules simil> to ! rules ( subp>agraphs 7,b7 & 7,c7 ( section #fdbh;,a7f77#c7 %all apply = purposes ( ?is section1 appli$ by sub/itut+ ,janu>y #a1 #bjbb = ,janu>y #a1 #bjai 9 clauses 7i7 & 7ii7 ( su* subp>agraph 7,b74 7#c7 ,exception f r$uction or (fset ,any paym5t made to any individual "u ?is section %all n be-- 7,a7 subject to r$uction or (fset pursuant to subsection 7c71 7d71 7e71 or 7f7 ( section #fdjb or any simil> au?ority p]mitt+ (fset1 or 7,b7 r$uc$ or (fset by o!r assess$ ,f$]al taxes t w\ld o!rwise be subject to levy or collection4 7#d7 ,application ( advance paym5ts 9 ! possessions ( ! unit$ /ates 7,a7 ,pu]to ,rico 7i7 ,= application ( *ild tax cr$it to resid5ts ( ,pu]to ,rico1 see section #bd;,a7d74 7ii7 ,= application ( mon?ly advance *ild paym5ts to resid5ts ( ,pu]to ,rico1 see subsection 7b77#d74 7,b7 ,mirror code possessions ,9 ! case ( any possession ( ! ,unit$ ,/ates ) a mirror code tax sy/em 7z def9$ 9 section #bd;,a7i77#a77;,c771 ?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$4 7,c7 ,adm9i/rative exp5ses ( advance paym5ts 7i7 ,mirror code possessions ,9 ! case ( any possession describ$ 9 subp>agraph 7,b7 :i* makes ! election describ$ 9 su* subp>agraph1 ! am\nt o!rwise paid by ! ,secret>y to su* possession "u section #bd;,a7i77#a77;,a7 ) respect to taxable ye>s beg9n+ 9 #bjbc1 #bjbd1 & #bjbe %all ea* be increas$ by #cjj1jjj if su* possession has a plan1 :i* has be5 approv$ by ! ,secret>y1 = mak+ mon?ly advance *ild paym5ts consi/5t ) su* election4 7ii7 ,am]ican ,samoa ,! am\nt o!rwise paid by ! ,secret>y to ,am]ican ,samoa "u subp>agraph 7,a7 ( section #bd;,a7i77#c7 ) respect to taxable ye>s beg9n+ 9 #bjbc1 #bjbd1 & #bjbe %all ea* be increas$ by #cjj1jjj if ! plan describ$ 9 subp>agraph 7,b7 ( su* section includes a program1 :i* has be5 approv$ by ! ,secret>y1 = mak+ mon?ly advance *ild paym5ts "u rules simil> to ! rules ( ?is section4 7iii7 ,tim+ ( paym5t ,! ,secret>y may pay1 ^u ! reque/ ( ! possession ( ! ,unit$ ,/ates to :i* ! paym5t is to be made1 ! am\nt ( ! increase det]m9$ "u clause 7i7 or 7ii71 respectively1 imm$iately ^u approval ( ! plan ) respect to :i* su* paym5t relates4 7i7 ,application ( c]ta9 def9itions & rules applicable to *ild tax cr$it 7#a7 ,def9itions ,except z o!rwise provid$ 9 ?is section1 t]ms us$ 9 ?is section :i* are also us$ 9 section #bd;,a %all h ! same respective mean+s z :5 us$ 9 section #bd;,a4 7#b7 ,treatm5t ( c]ta9 dea?s ,a *ild %all n be tak5 into acc\nt 9 det]m9+ ! mon?ly advance *ild paym5t = any cal5d> mon? if ! dea? ( su* *ild be=e ! beg9n+ ( ! cal5d> ye> :i* includes su* mon? is kn[n to ! ,secret>y z ( date on :i* ! ,secret>y e/imates su* paym5t4 7#c7 ,id5tification requirem5ts ,rules simil> to ! rules :i* apply "u section #bd;,a7e7 %all apply = purposes ( ?is section except t su* rules %all apply ) respect to ! return ( tax = ! ref]5ce taxable ye> or1 9 ! case ( in=mation provid$ ?r\gh a specifi$ alt]native me*anism1 ) respect to ! in=mation provid$ ?r\gh su* me*anism4 7#d7 ,re/rictions on taxpay]s :o improp]ly claim$ cr$it or mon?ly advance *ild paym5ts ,= re/rictions on taxpay]s :o improp]ly claim$ cr$it or mon?ly advance *ild paym5ts1 see section #bd;,a7f74 7j7 ,notice ( ,paym5ts 7#a7 ,9 g5]al ,n lat] ?an ,janu>y #ca ( ! cal5d> ye> foll[+ any cal5d> ye> dur+ :i* ! ,secret>y makes "o or m paym5ts to any taxpay] "u ?is section1 ! ,secret>y %all provide su* taxpay] ) a writt5 notice :i* includes-- 7,a7 ! taxpay]'s taxpay] id5tity 7z def9$ 9 section #fajc7;b77#f771 7,b7 ! aggregate am\nt ( su* paym5ts made to su* taxpay] dur+ su* cal5d> ye>1 & 7,c7 su* o!r in=mation z ! ,secret>y det]m9es appropriate4 7#b7 ,c]ta9 paym5ts subject to recapture ,9 ! case ( any paym5ts made to a taxpay] :i* ! ,secret>y has det]m9$ are subject to recapture1 ! notice provid$ "u p>agraph 7#a7 to su* taxpay] %all include ! am\nt ( su* paym5ts4 7k7 ,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 section4 7l7 ,t]m9ation ,no paym5ts %all be made "u ! program e/abli%$ "u subsection 7a7 ) respect to any mon? beg9n+ aft] ,decemb] #ca1 #bjbe4 4 7c7 ,susp5sion ( *ild tax cr$it dur+ p]iod t mon?ly *ild tax cr$it is 9 effect ,section #bd is am5d$ by add+ at ! end ! foll[+ new subsection3 7l7 ,coord9ation ) mon?ly *ild tax cr$it ,?is section %all n apply to 7& no paym5t %all be made "u subsection 7k7 ) respect to7 any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbb1 & be=e ,janu>y #a1 #bjbf4 4 7d7 ,con=m+ am5dm5ts 7#a7 ,section #bf7;b77#b7 is am5d$ by /rik+ & at ! end ( subp>agraph 7,y71 by /rik+ ! p]iod at ! end ( subp>agraph 7,z7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new subp>agraph3 7,,aa7 section #bd;,a7g77#b7 7relat+ to recapture ( c]ta9 mon?ly advance *ild paym5ts74 4 7#b7 ,section #aeb7;f77#f77;,b77ii7 is am5d$ to read z foll[s3 7ii7 ! cr$its "u sections #bd1 #bd;,a1 & #bd;,b & ! paym5ts "u sections #gebg;,a & #gebg;,b1 4 7#c7 ,section #cdjb7;f77#a77;,c7 is am5d$ by ins]t+ or section #bd;,a 7det]m9$ aft] application ( subsection 7g7 !re(7 aft] section #bd 7det]m9$ aft] application ( subsection 7j7 !re(74 7#d7 ,section #fajc7l77#ac77;,a77v7 is am5d$ by ins]t or section #bd;,a1 z ! case may be aft] section #bd4 7#e7 ,section #fbaa7;b77#d77;,a7 is am5d$ by ins]t+ #bd;,a by reason ( subsection 7d7 !re(1 aft] #bd by reason ( subsections 7d7 & 7i77#a7 !re(14 7#f7 ,section #fbac7;g77#b77;,i7 is am5d$ by ins]t+ or section #bd;,a7e7 7relat+ to mon?ly *ild tax cr$it7 aft] section #bd7;e7 7relat+ to *ild tax cr$it74 7#g7 ,section #fbac7;g77#b77,l7 is am5d$ by ins]t+ #bd;,a1 aft] #bd14 7#h7 ,section #fbac7;g77#b77,p7 is am5d$-- 7,a7 by ins]t+ or #bd;,a7f77#b7 aft] section #bd7;g77#b71 7,b7 by ins]t+ or #bd;,a aft] "u section #bd1 & 7,c7 by /rik+ subsection 7g77#a7 !re( & ins]t+ section #bd7;g77#a7 or section #bd;,a7f77#a71 respectively4 7#i7 ,section #ffie7;g77#b7 is am5d$ by ins]t+ #bd;,a1 aft] #bd14 7#aj7 ,p>agraph 7#b7 ( section #acbd7;b7 ( title #ca1 ,unit$ ,/ates ,code1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7,a7 by ins]t+ #bd;,a1 aft] #bd11 & 7,b7 by ins]t+ #gebg;,b1 aft] #gebg;,a14 7#aa7 ,! table ( sections = subp>t ,a ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #bd ! foll[+ new items3 ,sec4 #bd;,a4 ,mon?ly *ild tax cr$it4 ,sec4 #bd;,b4 ,cr$it = c]ta9 o!r dep5d5ts4 4 7#ab7 ,! table ( sections = *apt] #gg is am5d$ by ins]t+ aft] ! item relat+ to section #gebg;,a ! foll[+ new item3 ,sec4 #gebg;,b4 ,mon?ly paym5ts ( *ild tax cr$it4 4 7e7 ,effective dates 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbb4 7#b7 ,mon?ly advance *ild paym5ts ,! am5dm5ts made by subsection 7b7 %all apply to paym5ts made = cal5d> mon?s beg9n+ aft] ,decemb] #ca1 #bjbb4 #acgajd4 ,refundable *ild tax cr$it aft] #bjbe 7a7 ,9 g5]al ,section #bd1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new subsection3 7m7 ,refundable cr$it aft] #bjbe ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbe1 if ! taxpay] 79 ! case ( a jo9t return1 ei!r sp\se7 has a pr9cipal place ( abode 9 ! ,unit$ ,/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 ! cr$it det]m9$ "u subsection 7a7 7aft] application ( p>agraph 7#a77 %all be all[$ "u subp>t ,c 7& n all[$ "u ?is subp>t74 4 7b7 ,con=m+ am5dm5ts relat$ to possessions ( ! ,unit$ ,/ates 7#a7 ,pu]to ,rico ,section #bd7k77#b7 is am5d$-- 7,a7 9 subp>agraph 7,b7 7z am5d$ by ! prec$+ provisions ( ?is ,act7-- 7i7 by ins]t+ & be=e ,janu>y #a1 #bjbf1 aft] ,decemb] #ca1 #bjbb11 & 7ii7 by ins]t+ & be=e #bjbf aft] aft] #bjbb1 & 7,b7 by add+ at ! end ! foll[+ new subp>agraph3 7,c7 ,application to taxable ye>s aft] #bjbe ,= application ( refundable cr$it to resid5ts ( ,pu]to ,rico = taxable ye>s aft] #bjbe1 see subsection 7m74 4 7#b7 ,am]ican ,samoa ,section #bd7k77#c77;,c77ii71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$-- 7,a7 9 subclause 7,i71 by /rik+ & at ! end1 7,b7 9 subclause 7,,ii7-- 7i7 by ins]t+ & be=e ,janu>y #a1 #bjbf1 aft] aft] ,decemb] #ca1 #bjbb11 & 7ii7 by /rik+ ! p]iod at ! end & ins]t+ 1 &1 & 7,c7 by add+ at ! end ! foll[+ new subclause3 7,,iii7 if su* taxable ye> beg9s aft] ,decemb] #ca1 #bjbe1 subsection 7m7 %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 #bjbe4 #acgaje4 ,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$3 7#a7 #i1jjj1jjj1jjj to rema9 available until ,septemb] #cj1 #bjbf1 = necess>y exp5ses = ! ,int]nal ,rev5ue ,s]vice to adm9i/] ! ,*ild ,tax ,cr$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 by f$]al ag5cies to facilitate ! cross-enrollm5t ( b5efici>ies ( o!r programs 9 ! ,*ild ,tax ,cr$it1 & = advance paym5ts ( ! ,*ild ,tax ,cr$it1 includ+ by e/abli%+ int]gov]nm5tal coop]ative agreem5ts ) /ates & local gov]nm5ts1 tribal gov]nm5ts1 & possessions ( ! ,unit$ ,/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$]al ag5cies to /ate & local gov]nm5ts1 tribal gov]nm5ts1 & possessions ( ! ,unit$ ,/ates1 & private entities1 includ+ organizations d$icat$ to free tax return prep>ation4 #b ,*ild & dep5d5t c>e tax cr$it #acgbja4 ,c]ta9 improvem5ts to ! *ild & dep5d5t c>e cr$it made p]man5t 7a7 ,cr$it refundable = taxpay]s ) pr9cipal place ( abode 9 ! ,unit$ ,/ates ,section #ba7;g7 is am5d$ to read z foll[s2 7g7 ,cr$it refundable = taxpay]s ) pr9cipal place ( abode 9 ! ,unit$ ,/ates ,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>1 ! cr$it all[$ "u subsection 7a7 %all be treat$ z a cr$it all[$ "u subp>t ,c 7& n all[$ "u ?is subp>t74 4 7b7 ,increase 9 doll> limit on am\nt cr$itable ,section #ba7;c7 is am5d$-- 7#a7 by /rik+ #c1jjj 9 p>agraph 7#a7 & ins]t+ #h1jjj1 & 7#b7 by /rik+ #f1jjj 9 p>agraph 7#b7 & ins]t+ #af1jjj4 7c7 ,increase 9 applicable p]c5tage ,section #ba7;a77#b7 is am5d$-- 7#a7 by /rik+ #ce p]c5t & ins]t+ #ej p]c5t1 & 7#b7 by /rik+ #ae1jjj & ins]t+ #abe1jjj4 7d7 ,application ( increas$ doll> limitation to sp\ses :o are /ud5ts or incapable ( c>+ = !mselves ,section #ba7;d77#b7 is am5d$ by /rik+ ( n less ?an-- & all t foll[s ?r\gh ,9 ! case ( & ins]t+ ( n less ?an #a_/ab ( ! doll> am\nt 9 effect "u p>agraph 7#a7 or 7#b7 ( subsection 7c7 7:i*ev] is applicable to ! taxpay] = ! taxable ye>74 ,9 ! case (4 7e7 ,inflation adju/m5t ,section #ba7;e7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#aa7 ,inflation adju/m5t 7,a7 ,9 g5]al ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 ! #abe1jjj am\nt 9 subsection 7a77#b71 ! #h1jjj am\nt 9 subsection 7c77#a71 & ! #af1jjj am\nt 9 subsection 7c77#b7 %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 = ! 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 7,b7 ,r\nd+ 7i7 ,limitation bas$ on adju/$ gross income ,if any increase det]m9$ "u subp>agraph 7,a7 ( ! #abe1jjj doll> am\nt 9 subsection 7a77#b7 is n a multiple ( #e1jjj1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #e1jjj4 7i7 ,doll> limitations ,if any increase det]m9$ "u subp>agraph 7,a7 ( any doll> am\nt 9 subsection 7c7 is n a multiple ( #ajj1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #ajj4 4 7f7 ,application ( phase\t to high income individuals 7#a7 ,9 g5]al ,section #ba7;a77#b7 is am5d$ by /rik+ #bj p]c5t & ins]t+ ! phase\t p]c5tage4 7#b7 ,phase\t p]c5tage ,section #ba7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,phase\t p]c5tage ,= purposes ( p>agraph 7#b71 ! t]m phase\t p]c5tage means #bj p]c5t r$uc$ 7b n bel[ z]o7 by #a p]c5tage po9t = ea* #b1jjj 7or fraction !re(7 by :i* ! taxpay]'s adju/$ gross income = ! taxable ye> exce$s #djj1jjj4 4 7g7 ,application ( cr$it 9 possessions ,section #ba7;h7 is am5d$-- 7#a7 9 p>agraph 7#a7-- 7,a7 by /rik+ ,! ,secret>y & ins]t+ ,) respect to taxable ye>s beg9n+ 9 or ) cal5d> ye>s aft] #bjbj1 ! ,secret>y1 & 7,b7 by /rik+ ) respect to taxable ye>s beg9n+ 9 or ) #bjba1 7#b7 9 p>agraph 7#b7-- 7,a7 by /rik+ ,! ,secret>y & ins]t+ ,) respect to taxable ye>s beg9n+ 9 or ) cal5d> ye>s aft] #bjbj1 ! ,secret>y1 & 7,b7 by /rik+ ) respect to taxable ye>s beg9n+ 9 or ) #bjba1 & 7#c7 9 p>agraph 7#c71 by /rik+ 9 or ) #bjba & ins]t+ aft] ,decemb] #ca1 #bjbj4 7h7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgbjb4 ,increase 9 exclusion = employ]-provid$ dep5d5t c>e assi/ance made p]man5t 7a7 ,9 g5]al ,section #abi7;a77#b77;,a7 is am5d$ by /rik+ #e1jjj 7#b1ejj & ins]t+ #aj1ejj 7half su* doll> am\nt4 7b7 ,inflation adju/m5t ,section #abi7;e7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#aj7 ,inflation adju/m5t 7,a7 ,9 g5]al ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 ! #aj1ejj am\nt 9 subsection 7a77#b77;,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 7,b7 ,r\nd+ ,if any increase det]m9$ "u subp>agraph 7,a7 is n a multiple ( #ajj1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #ajj4 4 7c7 ,con=m+ am5dm5t ,section #abi7;a77#b7 is am5d$ by /rik+ subp>agraph 7,d74 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7e7 ,retroactive plan am5dm5ts ,a plan t o!rwise satisfies all applicable requirem5ts ( sections #abe & #abi ( ! ,int]nal ,rev5ue ,code ( #aihf 7includ+ any rules or regulations !reund]7 %all n fail to be treat$ z a cafet]ia plan or dep5d5t c>e assi/ance program m]ely because su* plan is am5d$ pursuant to a provision "u ?is subsection & su* am5dm5t is retroactive1 if-- 7#a7 su* am5dm5t is adopt$ no lat] ?an ! la/ day ( ! plan ye> 9 :i* ! am5dm5t is effective1 & 7#b7 ! plan is op]at$ consi/5t ) ! t]ms ( su* am5dm5t dur+ ! p]iod beg9n+ on ! effective date ( ! am5dm5t & end+ on ! date ! am5dm5t is adopt$4 #c ,support+ ,c>egiv]s #acgcja4 ,payroll tax cr$it = *ild c>e work]s 7a7 ,9 g5]al ,sub*apt] ,d ( *apt] #ba is am5d$ by add+ at ! end ! foll[+3 #cace4 ,payroll cr$it = c]ta9 wages paid to *ild c>e work]s 7a7 ,9 g5]al ,9 ! case ( an eligible *ild c>e employ]1 !re %all be all[$ z a cr$it aga9/ applicable employm5t taxes = ea* cal5d> qu>t] an am\nt equal to #ej p]c5t ( ! qualifi$ *ild c>e wages paid ) respect to ea* eligible employee ( su* employ] = su* cal5d> qu>t]4 7b7 ,limitations & refundability 7#a7 ,limitation on wages tak5 into acc\nt ,! am\nt ( qualifi$ *ild c>e wages ) respect to any eligible employee :i* may be tak5 into acc\nt "u subsection 7a7 by ! eligible *ild c>e employ] = any cal5d> qu>t] %all n exce$ #b1ejj4 7#b7 ,cr$it limit$ to c]ta9 employm5t taxes ,! cr$it all[$ by subsection 7a7 ) respect to any cal5d> qu>t] %all n exce$ ! applicable employm5t taxes 7r$uc$ by any cr$its all[$ "u sections #caca1 #cacb1 #cacd1 & #fdcb7 on ! wages paid ) respect to ! employm5t ( all ! employees ( ! eligible *ild c>e employ] = su* cal5d> qu>t]4 7#c7 ,refundability ( excess cr$it 7,a7 ,cr$it is refundable ,if ! am\nt ( ! cr$it "u subsection 7a7 exce$s ! limitation ( p>agraph 7#b7 = any cal5d> qu>t]1 su* excess %all be treat$ z an ov]paym5t t %all be refund$ "u sections #fdjb7;a7 & #fdac7;b74 7,b7 ,advanc+ cr$it ,9 anticipation ( ! cr$it1 includ+ ! refundable portion "u subp>agraph 7,a71 ! cr$it %all be advanc$1 accord+ to =ms & in/ructions provid$ by ! ,secret>y1 up to an am\nt calculat$ "u subsection 7a71 subject to ! limits "u p>agraph 7#a71 all calculat$ ?r\gh ! end ( ! mo/ rec5t payroll p]iod 9 ! qu>t]4 7c7 ,eligible *ild c>e employ] ,= purposes ( ?is section1 ! t]m eligible *ild c>e employ] means any employ] :i* op]ates "o or m qualifi$ *ild c>e facilities4 7d7 ,qualifi$ *ild c>e facility ,= purposes ( ?is section1 ! t]m qualifi$ *ild c>e facility means any facility :i* is c]tifi$ z an ,,hhs ,p>ticipat+ ,*ild ,c>e ,provid] by ! ,secret>y ( ,heal? & ,human ,s]vices "u section #dah;,a7c7 ( ! ,social ,security ,act4 7e7 ,eligible employee ,= purposes ( ?is section1 ! t]m eligible employee means1 ) respect to any eligible *ild c>e employ] = any cal5d> qu>t]1 any employee ( su* employ] if-- 7#a7 ! aggregate wages paid to su* employee = su* qu>t] d n exce$ #be p]c5t ( ! doll> am\nt 9 effect = su* qu>t] "u section #dad7q77#a77;,b77i7 7relat+ to highly comp5sat$ employees71 & 7#b7 ! aggregate wages paid to su* employee = ! #a-ye> p]iod end+ ) ! close ( su* qu>t] d n exce$ #ajj p]c5t ( su* doll> am\nt4 7f7 ,qualifi$ *ild c>e wages ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ *ild c>e wages means1 ) respect to any eligible employee = any cal5d> qu>t]1 s mu* ( ! *ild c>e wages paid by ! eligible *ild c>e employ] to su* employee dur+ su* qu>t] z are paid at a rate 9 excess ( ! applicable m9imum rate4 ,su* t]m %all n include any wages paid by an eligible *ild c>e employ] dur+ any p]iod dur+ :i* ! c]tification describ$ 9 subsection 7d7 is n 9 effect4 7#b7 ,applicable m9imum rate ,! t]m applicable m9imum rate means1 ) respect to wages paid to any eligible employee1 ! rate ( basic pay :i* is payable = ,,gs-#c1 /ep #a ( ! ,g5]al ,s*$ule "u sub*apt] ,,iii ( *apt] #ec ( title #e1 ,unit$ ,/ates ,code 7includ+ any applicable locality-bas$ comp>ability paym5t "u section #ecjd ( su* title1 or simil> au?ority7 at ! "t su* wages are paid & det]m9$ ) respect to ! locality 9 :i* ! s]vices are provid$4 7#c7 ,*ild c>e wages ,! t]m *ild c>e wages means wages paid = ! s]vices ( ! employee to provide *ild c>e at a qualifi$ *ild c>e facility or to provide support s]vices = su* a facility4 7#d7 ,exception ,! t]m *ild c>e wages %all n include any wages tak5 into acc\nt "u section #da1 #de;,a1 #de,p1 #de,r1 #ea1 #acif1 #caca1 #cacb1 #cacd1 or #fdcb4 7g7 ,o!r def9itions & special rules ,= purposes ( ?is section-- 7#a7 ,applicable employm5t taxes ,! t]m applicable employm5t taxes means ! foll[+3 7,a7 ,! taxes impos$ "u section #caaa7;b74 7,b7 ,s mu* ( ! taxes impos$ "u section #cbba7;a7 z are attributable to ! rate 9 effect "u section #caaa7;b74 7#b7 ,wages 7,a7 ,9 g5]al ,! t]m wages means wages 7z def9$ 9 section #caba7;a771 det]m9$ )\t reg>d to p>agraphs 7#a7 ?r\gh 7#bb7 ( section #caba7;b77 & comp5sation 7z def9$ 9 section #cbca7;e71 det]m9$ )\t reg>d to ! s5t5ce 9 p>agraph 7#a7 !re( :i* beg9s ,su* t]m does n include remun]ation74 7,b7 ,all[ance = c]ta9 heal? plan exp5ses 7i7 ,9 g5]al ,su* t]m %all include am\nts paid by ! eligible *ild c>e employ] to provide & ma9ta9 a gr\p heal? plan 7z def9$ 9 section #ejjj7;b77#a771 b only to ! ext5t t su* am\nts are exclud$ f ! gross income ( employees by reason ( section #ajf7;a74 7ii7 ,allocation rules ,= purposes ( ?is section1 am\nts treat$ z wages "u clause 7i7 %all be treat$ z paid ) respect to any eligible employee 7& ) respect to any p]iod7 to ! ext5t t su* am\nts are prop]ly allocable to su* employee 7& to su* p]iod7 9 su* mann] z ! ,secret>y may prescribe4 ,except z o!rwise provid$ by ! ,secret>y1 su* allocation %all be treat$ z prop]ly made if made on ! basis ( be+ pro rata among p]iods ( cov]age4 7#c7 ,o!r t]ms ,any t]m us$ 9 ?is section :i* is also us$ 9 ?is *apt] or *apt] #bb %all h ! same mean+ z :5 us$ 9 su* *apt]4 7#d7 ,d5ial ( d\ble b5efit ,= purposes ( *apt] #a1 ! gross income ( ! employ]1 = ! taxable ye> :i* includes ! la/ day ( any cal5d> qu>t] ) respect to :i* a cr$it is all[$ "u ?is section1 %all be increas$ by ! am\nt ( su* cr$it4 7#e7 ,election to n take c]ta9 wages into acc\nt ,?is section %all n apply to s mu* ( ! qualifi$ *ild c>e wages paid by an eligible *ild c>e employ] z su* employ] elects 7at su* "t & 9 su* mann] z ! ,secret>y may prescribe7 to n take into acc\nt = purposes ( ?is section4 7#f7 ,c]ta9 gov]nm5tal employ]s ,no cr$it %all be all[$ "u ?is section to ! ,gov]nm5t ( ! ,unit$ ,/ates or to any ag5cy or in/rum5tality !re(4 ,! prec$+ s5t5ce %all n apply to any organization describ$ 9 section #eja7;c77#a7 & exempt f tax "u section #eja7;a74 7#g7 ,coord9ation ) c]ta9 programs 7,a7 ,9 g5]al ,?is section %all n apply to s mu* ( ! qualifi$ *ild c>e wages paid by an eligible *ild c>e employ] z are tak5 into acc\nt z payroll co/s 9 connection )-- 7i7 a cov]$ loan "u section #g7;a77#cg7 or #g;,a ( ! ,small ,bus9ess ,act1 7ii7 a grant "u section #cbd ( ! ,economic ,aid to ,h>d-,hit ,small ,bus9esses1 ,non-,pr(its1 & ,v5ues ,act1 or 7iii7 a re/aurant revitalization grant "u section #ejjc ( ! ,am]ican ,rescue ,plan ,act ( #bjba4 7,b7 ,application :]e ,,ppp loans n =giv5 ,! ,secret>y %all issue guidance provid+ t payroll co/s paid dur+ ! cov]$ p]iod %all n fail to be treat$ z qualifi$ *ild c>e wages "u ?is section by reason ( subp>agraph 7,a77i7 to ! ext5t t-- 7i7 a cov]$ loan ( ! taxpay] "u section #g7;a77#cg7 ( ! ,small ,bus9ess ,act is n =giv5 by reason ( a decision "u section #g7;a77#cg77;,j7 ( su* ,act1 or 7ii7 a cov]$ loan ( ! taxpay] "u section #g;,a ( ! ,small ,bus9ess ,act is n =giv5 by reason ( a decision "u section #g;,a7g7 ( su* ,act4 ,t]ms us$ 9 ! prec$+ s5t5ce :i* are also us$ 9 section #g;,a7g7 or #g7;a77#cg77;,j7 ( ! ,small ,bus9ess ,act %all1 :5 appli$ 9 connection ) ei!r su* section1 h ! same mean+ z :5 us$ 9 su* section1 respectively4 7#h7 ,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 7#i7 ,?ird p>ty payors ,any cr$it all[$ "u ?is section %all be treat$ z a cr$it describ$ 9 section #ceaa7;d77#b74 7#aj7 ,inflation adju/m5t ,9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbb1 ! #b1ejj am\nt 9 subsection 7b77#a7 %all be increas$ by an am\nt equal to-- 7,a7 su* doll> am\nt1 multipli$ by 7,b7 ! 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> #bjba = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 ,if any am\nt z adju/$ "u ! prec$+ s5t5ce is n a multiple ( #ajj1 su* am\nt %all be r\nd$ to ! ne>e/ multiple ( #ajj4 7h7 ,regulations ,! ,secret>y %all prescribe su* regulations or o!r guidance z may be necess>y to c>ry out ! purposes ( ?is section1 includ+-- 7#a7 regulations or o!r guidance to prev5t ! avoidance ( ! purposes ( ! limitations "u ?is section1 7#b7 regulations or o!r guidance to m9imize compliance & record-keep+ burd5s "u ?is section1 7#c7 regulations or o!r guidance provid+ = waiv] ( p5alties = failure to deposit am\nts 9 anticipation ( ! all[ance ( ! cr$it all[$ "u ?is section1 7#d7 regulations or o!r guidance = recaptur+ ! b5efit ( cr$its det]m9$ "u ?is section 9 cases :]e !re is a subsequ5t adju/m5t to ! cr$it det]m9$ "u subsection 7a71 7#e7 regulations or o!r guidance to p]mit ! advancem5t ( ! cr$it det]m9$ "u subsection 7a71 & 7#f7 regulations or o!r guidance = apply+ subsection 7f7 ) respect to eligible employees n paid at a s+le rate ( pay4 4 7b7 ,refunds ,p>agraph 7#b7 ( section #acbd7;b7 ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by ins]t+ 8#cace10 aft] 8#cacd104 7c7 ,cl]ical am5dm5t ,! table ( sections = sub*apt] ,d ( *apt] #ba is am5d$ by add+ at ! end ! foll[+3 ,sec4 #cace4 ,payroll cr$it = c]ta9 wages paid to *ild c>e work]s4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to cal5d> qu>t]s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgcjb4 ,cr$it = c>egiv] exp5ses 7a7 ,9 g5]al ,subp>t ,a ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #be;,d ! foll[+ new section3 #be;,e4 ,cr$it = c>egiv] exp5ses 7a7 ,all[ance ( cr$it ,9 ! case ( an individual = :om !re are #a or m qualifi$ c>e recipi5ts1 !re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is *apt] = ! taxable ye> an am\nt equal to #ej p]c5t ( ! qualifi$ exp5ses paid or incurr$ by su* individual dur+ ! taxable ye> 7& n comp5sat$ = by insurance or o!rwise74 7b7 ,qualifi$ c>e recipi5t ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ c>e recipi5t means1 ) respect to any taxable ye>1 any individual :o-- 7,a7 is ! sp\se ( ! taxpay]1 or any o!r p]son :o be>s a relation%ip to ! taxpay] describ$ 9 any ( subp>agraphs 7,a7 ?r\gh 7,h7 ( section #aeb7;d77#b71 7,b7 has be5 c]tifi$1 be=e ! due date = fil+ ! return ( tax = ! taxable ye>1 by a lic5s$ heal? c>e practition] 7z def9$ 9 section #ggjb;,b7c77#d77 z be+ an individual ) long-t]m c>e ne$s 7z def9$ 9 p>agraph 7#c77 = a p]iod-- 7i7 :i* is expect$ to be at lea/ #ahj consecutive days1 & 7ii7 a portion ( :i* occurs )9 ! taxable ye>1 & 7,c7 resides 9 a p]sonal resid5ce & n an in/itutional c>e facility4 7#b7 ,p]iod = mak+ c]tification ,not)/&+ p>agraph 7#a77;,b71 a c]tification %all n be treat$ z valid unless x is made )9 ! #ah-mon? p]iod end+ on su* due date 7or su* o!r p]iod z ! ,secret>y prescribes74 7#c7 ,individuals ) long-t]m c>e ne$s ,= purposes ( ?is subsection1 ! t]m individual ) long-t]m c>e ne$s means any individual :o meets ! requirem5ts ( any ( ! foll[+ subp>agraphs3 7,a7 ,! individual is at lea/ #f ye>s ( age &-- 7i7 is unable to p]=m 7)\t sub/antial assi/ance f ano!r individual7 at lea/ #b activities ( daily liv+ 7z def9$ 9 section #ggjb;,b7c77#b77;,b77 due to a loss ( functional capacity1 or 7ii7 requires sub/antial sup]vision to protect su* individual f ?reats to heal? & safety due to sev]e cognitive impairm5t & is unable to p]=m1 )\t rem9d+ or cu+ assi/ance1 at lea/ #a activity ( daily liv+ 7z s def9$7 or1 to ! ext5t provid$ 9 regulations prescrib$ by ! ,secret>y 79 consultation ) ! ,secret>y ( ,heal? & ,human ,s]vices71 is unable to engage 9 age appropriate activities4 7,b7 ,! individual is at lea/ #b b n #f ye>s ( age & is unable1 due to a loss ( functional capacity1 to p]=m 7)\t sub/antial assi/ance f ano!r individual7 at lea/ #b ( ! foll[+ activities3 7i7 ,eat+4 7ii7 ,transf]r+4 7iii7 ,mobility4 7,c7 ,! individual is "u #b ye>s ( age & requires specific durable m$ical equipm5t by reason ( a sev]e heal? condition or requires a skill$ practition] tra9$ to address ! individual's condition to be available if ! individual's p>5ts or gu>dians are abs5t4 7#d7 ,in/itutional c>e facility ,= purposes ( p>agraph 7#a77;,c71 an in/itutional c>e facility 7includ+ two or m places1 e/abli%m5ts1 or in/itutions own$ by ! same legal entity7 includes any congregate1 protect$ liv+ resid5tial arrangem5t t provides or coord9ates p]sonal or heal? c>e s]vices1 includ+ assi/ance ) ! activities ( daily liv+ & social c>e1 = two or m adults :o are ag$1 infirm1 or disabl$ 7c7 ,qualifi$ exp5ses ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m qualifi$ exp5ses means exp5ses = goods1 s]vices1 & supports describ$ 9 p>agraph 7#b7 :i*-- 7,a7 assi/ a qualifi$ c>e recipi5t ) accompli%+ activities ( daily liv+ 7z def9$ 9 section #ggjb;,b7c77#b77;,b77 & in/rum5tal activities ( daily liv+ 7z def9$ 9 section #aiae7k77#f77;,f7 ( ! ,social ,security ,act71 & 7,b7 are provid$ solely = use by su* qualifi$ c>e recipi5t4 7#b7 ,items describ$ ,! goods1 s]vices1 & supports describ$ 9 ?is p>agraph are-- 7,a7 human assi/ance1 sup]vision1 cu+1 & /&by assi/ance1 7,b7 heal? ma9t5ance tasks 7su* z m$ication managem5t71 7,c7 respite c>e1 7,d7 assi/ive te*nologies & devices 7includ+ remote heal? monitor+71 7,e7 accessibility modifications ( ! qualifi$ c>e recipi5t's resid5ce1 7,f7 c\nsel+1 support gr\ps1 or tra9+ relat+ to c>+ = a qualifi$ c>e recipi5t1 & 7,g7 any o!r items :i* directly relate to ! heal? & safety ( a qualifi$ c>e recipi5t1 z det]m9$ by ! ,secret>y aft] consultation ) ! ,secret>y ( ,heal? & ,human ,s]vices4 7#c7 ,doll> limitation ,! am\nt tak5 into acc\nt z qualifi$ exp5ses = any taxable ye> %all n exce$ #d1jjj4 7#d7 ,d5ial ( d\ble b5efit ,am\nts tak5 into acc\nt = purposes ( section #ba1 #abi1 #bac1 or #bbc7;f71 or su* o!r circum/ances z may be provid$ by ! ,secret>y1 %all n be tak5 into acc\nt z qualifi$ exp5ses4 7#e7 ,docum5tation requirem5t ,an exp5se %all n be treat$ z a qualifi$ exp5se unless ! taxpay] sub/antiates su* exp5se "u su* regulations or guidance z ! ,secret>y %all provide4 7d7 ,cr$it phase\t ,! #ej p]c5t rate "u subsection 7a7 %all be r$uc$ by #a p]c5tage po9t = e #b1ejj or fraction !re( by :i* ! taxpay]'s adju/$ gross income exce$s #ge1jjj4 7e7 ,special rules ,= purposes ( ?is section-- 7#a7 ,paym5ts to relat$ individuals ,rules simil> to ! rules ( section #ba7;e77#f7 %all apply4 7#b7 ,lic5s$ heal? c>e practition] 7,a7 ,9 g5]al ,! lic5s$ heal? c>e practition] mak+ ! c]tification = purposes ( subsection 7b77#a77;,b7-- 7i7 %all n be relat$ 7)9 ! mean+ ( section #ea7;i77#a77 to ! taxpay] or ! qualifi$ c>e recipi5t1 or h a conflict ( int]e/ 7z det]m9$ "u regulations provid$ by ! ,secret>y7 ) respect to ! taxpay] or ! qualifi$ c>e recipi5t1 7ii7 %all be lic5s$ & eligible "u applicable ,/ate law to c]tify limitations 9 p]=m+ activities ( daily liv+1 & 7iii7 %all be a p>ticipant 9 ! ,m$icaid program1 pursuant to sections #aijb7;a77#gg7 & #aicb7;d77#f7 ( ! ,social ,security ,act1 or ! ,/ate ,*ildr5's ,heal? ,insurance ,program "u section #bajg7;e77#a77;,g7 ( su* ,act4 7,b7 ,id5tification requirem5t 7i7 ,9 g5]al ,no cr$it %all be all[$ ) respect to any qualifi$ c>e recipi5t unless ! taxpay] includes ! "n & specifi$ provid] id5tification numb] ( su* lic5s$ heal? c>e practition] on ! return ( tax = ! taxable ye>4 7ii7 ,specifi$ provid] id5tification numb] ,! t]m specifi$ provid] id5tification numb] means a valid ,national ,provid] ,id5tifi] z au?oriz$ 9 section #aagc ( ! ,social ,security ,act4 7#c7 ,individual may n be claim$ by m ?an #a taxpay] ,an individual %all be treat$ z a qualifi$ c>e recipi5t ) respect to only #a taxpay]1 z det]m9$ by ! ,secret>y1 = any taxable ye>4 7#d7 ,id5tification requirem5t ,no cr$it %all be all[$ ) respect to any qualifi$ c>e recipi5t unless ! taxpay] includes ! "n & taxpay] id5tification numb] ( ! qualifi$ c>e recipi5t on ! return ( tax = ! taxable ye>4 7f7 ,t]m9ation ,no cr$it %all be all[$ "u ?is section = any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbe4 4 7b7 ,ma? error au?ority ,section #fbac7;g77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ & at ! end ( subp>agraph 7,t71 by /rik+ ! p]iod at ! end ( subp>agraph 7,u7 & ins]t+ 1 &1 & by ins]t+ aft] subp>agraph 7,u7 ! foll[+ new subp>agraph3 7,v7 an omission ( a correct ,,t9 requir$ "u section #be;,e7e77#d7 or a correct specifi$ provid] id5tification numb] requir$ "u section #be;,e7e77#b77;,b74 4 7c7 ,cl]ical am5dm5t ,! table ( sections = subp>t ,a ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #be;,d ! foll[+ new item3 ,sec4 #be;,e4 ,cr$it = c>egiv] exp5ses4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #d ,e>n$ ,income ,tax ,cr$it #acgdja4 ,c]ta9 improvem5ts to ! e>n$ income tax cr$it made p]man5t 7a7 ,decrease 9 m9imum age requirem5t 7#a7 ,9 g5]al ,section #cb7;c77#a77;,a77ii77,,ii7 is am5d$ by /rik+ age #be & ins]t+ ! applicable m9imum age4 7#b7 ,applicable m9imum age ,section #cb7;c7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#e7 ,applicable m9imum age 7,a7 ,9 g5]al ,! t]m applicable m9imum age means-- 7i7 except z o!rwise provid$ 9 ?is subp>agraph1 age #ai1 7ii7 9 ! case ( a specifi$ /ud5t 7o!r ?an a qualifi$ =m] fo/] y\? or a qualifi$ homeless y\?71 age #bd1 & 7iii7 9 ! case ( a qualifi$ =m] fo/] y\? or a qualifi$ homeless y\?1 age #ah4 7,b7 ,specifi$ /ud5t ,= purposes ( ?is p>agraph1 ! t]m specifi$ /ud5t means1 ) respect to any taxable ye>1 an individual :o is an eligible /ud5t 7z def9$ 9 section #be;,a7b77#c77 dur+ at lea/ #e cal5d> mon?s dur+ ! taxable ye>4 7,c7 ,qualifi$ =m] fo/] y\? ,= purposes ( ?is p>agraph1 ! t]m qualifi$ =m] fo/] y\? means an individual :o-- 7i7 on or aft] ! date t su* individual atta9$ age #ad1 0 9 fo/] c>e provid$ "u ! sup]vision or adm9i/ration ( an entity adm9i/]+ 7or eligible to adm9i/]7 a plan "u "p ,b or "p ,e ( title ,,iv ( ! ,social ,security ,act 7)\t reg>d to :e!r ,f$]al assi/ance 0 provid$ ) respect to su* *ild "u su* "p ,e71 & 7ii7 provides 79 su* mann] z ! ,secret>y may provide7 cons5t = entities :i* adm9i/] a plan "u "p ,b or "p ,e ( title ,,iv ( ! ,social ,security ,act to disclose to ! ,secret>y in=mation relat$ to ! /atus ( su* individual z a qualifi$ =m] fo/] y\?4 7,d7 ,qualifi$ homeless y\? ,= purposes ( ?is p>agraph1 ! t]m qualifi$ homeless y\? means1 ) respect to any taxable ye>1 an individual :o c]tifies1 9 a mann] z provid$ by ! ,secret>y1 t su* individual is ei!r an unaccompani$ y\? :o is a homeless *ild or y\?1 or is unaccompani$1 at risk ( homelessness1 & self-support+4 4 7b7 ,elim9ation ( maximum age = cr$it ,section #cb7;c77#a77;,a77ii77,,ii7 is am5d$ by /rik+ b n atta9$ age #fe4 7c7 ,increase 9 cr$it & phase\t p]c5tages ,! table conta9$ 9 section #cb7;b77#a7 is am5d$ by /rik+ #g4fe ea* place x appe>s !re9 & ins]t+ #ae4c4 7d7 ,increase 9 e>n$ income & phase\t am\nts 7#a7 ,9 g5]al ,! table conta9$ 9 section #cb7;b77#b77;,a7 is am5d$-- 7,a7 by /rik+ #d1bbj & ins]t+ #i1hbj1 & 7,b7 by /rik+ #e1bhj & ins]t+ #aa1faj4 7#b7 ,application ( inflation adju/m5t ,section #cb7;j77#a7 is am5d$-- 7,a7 by /rik+ 7#bjba 9 ! case ( ! doll> am\nt 9 subsection 7i77#a77 & ins]t+ 7#bjba 9 ! case ( ! #i1hbj & #aa1faj am\nts 9 subsection 7b77#b77;,a7 & ! #aj1jjj am\nt 9 subsection 7i77#a771 7,b7 9 subp>agraph 7,b77i71 by ins]t+ 7o!r ?an ! #i1hbj & #aa1faj am\nts7 aft] subsection 7b77#b77;,a71 & 7,c7 9 subp>agraph 7,b77iii71 by ins]t+ ! #i1hbj & #aa1faj am\nts 9 subsection 7b77#b77;,a7 & be=e ! #aj1jjj am\nt 9 subsection 7i77#a74 7e7 ,section #cb1 z am5d$ by subsection 7f71 is am5d$ by add+ at ! end ! foll[+ new subsection3 7n7 ,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> 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 7f7 ,repeal ( tempor>y provisions ,section #cb is am5d$ by /rik+ subsection 7n74 7g7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgdjb4 ,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$it n 9 excess ( #bjj1jjj4 4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to paym5ts made = cal5d> ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #e ,exp&+ ,access to ,heal? ,cov]age & ,l[]+ ,co/s #acgeja4 ,improve af=dability & r$uce premium co/s ( heal? insurance = consum]s 7a7 ,increase 9 applicable p]c5tage made p]man5t ,section #cf;,b7b77#c77;,a7 is am5d$ to read z foll[s3 7,a7 ,applicable p]c5tage ,! applicable p]c5tage = any taxable ye> %all be ! p]c5tage su* t ! applicable p]c5tage = any taxpay] ^: h\sehold income is )9 an income ti] specifi$ 9 ! foll[+ table %all increase1 on a slid+ scale 9 a l9e> mann]1 f ! initial premium p]c5tage to ! f9al premium p]c5tage specifi$ 9 su* table = su* income ti]3 ,9 ! case ( h\sehold income 7express$ z a p]c5t ( pov]ty l9e7 )9 ! foll[+ income ti]3,! initial premiump]c5tage is--,! f9al premium p]c5tage is--,up to #aej4j p]c5t#jjaej4j p]c5t up to #bjj4j p]c5t#jbbjj4j p]c5t up to #bej4j p]c5t#bdbej4j p]c5t up to #cjj4j p]c5t#dfcjj4j p]c5t up to #djj4j p]c5t#fh4edjj4j p]c5t & high]#h4eh4e 4 7b7 ,cr$it all[$ to taxpay]s ^: h\sehold income exce$s #djj p]c5t ( ! pov]ty l9e 7#a7 ,9 g5]al ,section #cf;,b7c77#a77;,a7 is am5d$ by /rik+ b does n exce$ #djj p]c5t4 7#b7 ,con=m+ am5dm5t ,section #cf;,b7c77#a7 is am5d$ by /rik+ subp>agraph 7,e74 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgejb4 ,modification ( employ]-sponsor$ cov]age af=dability te/ 9 heal? insurance premium tax cr$it 7a7 ,9 g5]al ,section #cf;,b7c77#b77;,c7 is am5d$-- 7#a7 9 clause 7i77,,ii71 by /rik+ #i4e p]c5t & ins]t+ #h4e p]c5t1 & 7#b7 by /rik+ clause 7iv74 7b7 ,qualifi$ small employ] heal? reimbursem5t arrangem5ts ,section #cf;,b7c77#d7 is am5d$-- 7#a7 9 subp>agraph 7,c77ii71 by /rik+ #i4e p]c5t & ins]t+ #h4e p]c5t1 & 7#b7 by /rik+ subp>agraph 7,f74 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgejc4 ,treatm5t ( lump-sum social security b5efits 9 det]m9+ h\sehold income 7a7 ,9 g5]al ,section #cf;,b7d77#b7 is am5d$ 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+ on or aft] ! t]m9ation date 7z def9$ 9 subsection 7h77#b771 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 #acgejd4 ,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$esignat+ subsection 7h7 z subsection 7i7 & by ins]t+ aft] subsection 7g7 ! foll[+ new subsection3 7h7 ,c]ta9 tempor>y rules beg9n+ 9 #bjbb 7#a7 ,9 g5]al ,) respect to any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ! t]m9ation date-- 7,a7 ,eligibility = cr$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$4 7,d7 ,limitations on recapture 7i7 ,9 g5]al ,9 ! case ( a taxpay] ^: h\sehold income is less ?an #bjj p]c5t ( ! pov]ty l9e = ! size ( ! family involv$ = ! 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 7ii7 ,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-- 7,i7 su* taxpay] is eligible = advance paym5ts "u section #adab ( su* ,act = any portion ( su* taxable ye>1 & 7,,ii7 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 7iii7 ,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 subclauses 7,i7 & 7,,ii7 ( clause 7ii7 ) respect to su* taxpay]4 7#b7 ,t]m9ation date ,= purposes ( ?is subsection1 ! t]m t]m9ation date means ! lat] (-- 7,a7 ,janu>y #a1 #bjbe1 or 7,b7 ! date on :i* ! ,secret>y ( ,heal? & ,human ,s]vices makes a writt5 c]tification to ! ,secret>y t ! ,secret>y ( ,heal? & ,human ,s]vices has fully implem5t$ ! program describ$ 9 section #aidh ( ! ,social ,security ,act 7relat+ to ,f$]al ,m$icaid program to close cov]age gap 9 nonexpansion ,/ates74 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 ! t]m9ation date1 z def9$ 9 section #cf;,b7h77#b77 ) 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$4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acgeje4 ,ensur+ af=dability ( cov]age = c]ta9 l[-income populations 7a7 ,r$uc+ co/ %>+ "u qualifi$ heal? plans ,section #adjb ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjga7 is am5d$-- 7#a7 9 subsection 7b7-- 7,a7 9 p>agraph 7#b71 by ins]t+ 7or1 ) respect to plan ye>s #bjbc & #bjbd1 ^: h\sehold income does n exce$ #djj p]c5t ( ! pov]ty l9e = a family ( ! size involv$7 be=e ! p]iod2 & 7,b7 9 ! matt] foll[+ p>agraph 7#b71 by add+ at ! end ! foll[+ new s5t5ce3 ,9 ! case ( an individual ) a h\sehold income ( less ?an #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$ = any mon? occurr+ dur+ ! p]iod beg9n+ on ,janu>y #a1 #bjbb1 & end+ on ,decemb] #ca1 #bjbb1 su* individual %all1 = su* mon? & = ea* succe$+ mon? dur+ su* p]iod1 be treat$ z hav+ 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 #bjbc & #bjbd1 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$s 7o!r ?an1 ) respect to plan ye>s #bjbc & #bjbd1 specifi$ 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$uce co/-%>+ "u ! plan ) respect to mon?s occurr+ dur+ plan ye>s #bjbc & #bjbd = enrollees :o are specifi$ 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 #bjbc & #bjbd4 7ii7 ,appropriation ,!re are appropriat$1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y to ! ,secret>y = purposes ( mak+ paym5ts "u clause 7i74 7,c7 ,specifi$ enrollee def9$ ,= purposes ( ?is section1 ! t]m specifi$ enrollee means1 ) respect to a mon? occurr+ dur+ a plan ye>1 an eligible insur$ ) a h\sehold income ( less ?an #ach p]c5t ( ! pov]ty l9e = a family ( ! size involv$ dur+ su* mon?4 ,su* insur$ %all be deem$ to be a specifi$ enrollee = ea* succe$+ mon? 9 su* plan ye>4 4 7b7 ,op5 enrollm5ts applicable to c]ta9 l[]-income populations ,section #acaa7;c7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjca7;c77 is am5d$-- 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 #bjbd1 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 ( less ?an #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> #bjbd ,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> #bjbd1 = b5efits describ$ 9 p>agraph 7#e7 9 ! case ( an individual :o1 = a mon? dur+ su* plan ye>1 has a h\sehold income ( less ?an #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 7,a7 ,9 g5]al ,= purposes ( p>agraph 7#a77;,d71 ! b5efits describ$ 9 ?is p>agraph to be provid$ by a qualifi$ heal? plan are b5efits consi/+ ( non-em]g5cy m$ical transportation s]vices & s]vices describ$ 9 subsection 7a77#d77;,c7 ( section #aije ( ! ,social ,security ,act1 )\t any re/riction on ! *oice ( a qualifi$ provid] f :om su* an individual s enroll$ 9 su* plan may receive su* s]vices describ$ 9 su* subsection1 & )\t any imposition ( co/ %>+1 :i* are n o!rwise provid$ "u su* plan z "p ( ! ess5tial heal? b5efits package describ$ 9 section #acjb7;a74 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 %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 ,!re is appropriat$1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 su* sums z may be necess>y to ! ,secret>y = purposes ( mak+ paym5ts "u clause 7i74 4 7d7 ,education & outrea* activities -- 7#a7 ,9 g5]al ,section #acba7;c7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjda7;c77 is am5d$ 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+ ,!re are appropriat$1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 #ae1jjj1jjj = fiscal ye> #bjbb1 & #cj1jjj1jjj = ea* ( fiscal ye>s #bjbc & #bjbd1 to c>ry out ?is p>agraph4 ,funds appropriat$ "u ?is subp>agraph %all rema9 available until exp5d$4 4 7#b7 ,navigator program ,section #acaa7;i77#f7 ( ! ,pati5t ,protection & ,af=dable ,c>e ,act 7#db ,u4,s4,c4 #ahjca7;i77#f77 is am5d$-- 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 #aj1jjj1jjj out ( am\nts collect$ ?r\gh ! us] fees on p>ticipat+ heal? insurance issu]s pursuant to section #aef4ej ( title #de1 ,code ( ,f$]al ,regulations 7or any successor regulations7 = fiscal ye> #bjbb1 & #bj1jjj1jjj = ea* ( fiscal ye>s #bjbc & #bjbd4 ,su* am\nt s obligat$ = a fiscal ye> %all rema9 available until exp5d$4 4 #acgejf4 ,e/abli%+ a heal? insurance af=dability fund 7a7 ,9 g5]al ,subtitle ,d ( title ,i ( ! ,pati5t ,protection & ,af=dable ,c>e ,act is am5d$ by ins]t+ aft] "p #e 7#db ,u4,s4,c4 #ahjfa et seq47 ! 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 #e-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 #d ye>s4 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$]al safegu>d = #bjbc & #bjbd = c]ta9 ,/ates 7#a7 ,9 g5]al ,= #bjbc & #bjbd1 9 ! case ( a ,/ate describ$ 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 = #bjbc or #bjbd1 %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 #bjbc or #bjbd1 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 #bjbc & #bjbd1 is a ,/ate t1 z ( ,janu>y #a ( #bjbb or #bjbc1 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 ,= ! purpose ( provid+ allocations = ,/ates "u subsection 7b7 & paym5ts "u section #acec7;b7 !re is appropriat$1 out ( any money 9 ! ,treasury n o!rwise appropriat$1 #aj1jjj1jjj1jjj = #bjbc & ea* subsequ5t ye>4 7b7 ,allocations 7#a7 ,paym5t 7,a7 ,9 g5]al ,f am\nts appropriat$ "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 a subsequ5t ye>1 ,janu>y #a ( ! previ\s ye>4 7,c7 ,notifications ( allocation am\nts ,= #bjbd & ea* subsequ5t ye>1 ! ,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 #acgejg4 ,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 #bjbf14 7b7 ,modification ( income n tak5 into acc\nt ,section #cf;,b7g77#a77;,b7 is am5d$ by /rik+ #acc p]c5t & ins]t+ #aej p]c5t4 7c7 ,con=m+ am5dm5t ,section #cf;,b7g7 by ins]t+ ?r\gh #bjbe 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 #acgejh4 ,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 #f ,pa?way to ,practice ,tra9+ ,programs #acgfja4 ,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#d7 = ! purpose ( notify+ ! qualify+ /ud5t ( ! t]ms ( ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,program4 7d7 ,pa?way to ,practice m$ical s*ol>%ip v\*] details 7#a7 ,numb] ,on an annual basis1 ! ,secret>y may aw>d a ,pa?way to ,practice m$ical s*ol>%ip v\*] "u ! ,program to n m ?an #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 ,program or an ,area ,heal? ,education ,c5t] s*ol>2 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 describ$ 9 section #baba7;c7 ( title #aj1 ,unit$ ,/ates ,code2 & 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$ a qualify+ /ud5t aw>d$ a ,pa?way to ,practice m$ical s*ol>%ip v\*] "u ! ,program1 unless ! qualify+ /ud5t submits to ! ,secret>y an agreem5t to-- 7,a7 complete a po/-baccalaureate program t is n m ?an #b ye>s 7if applicable pursuant to ! option "u subsection 7b77#b77;,a772 7,b7 graduate f a qualify+ m$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 ( tuition "u p>agraph 7#d77;,a71 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 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 ( ! 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 provid] w v]ify 79 su* mann] z ! ,secret>y may provide7 t am\nts paid by su* s*ool or provid] 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$ical issues preval5t 9 su* areas & cultural & /ructural compet5cy2 & 7,c7 is locat$ 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 may 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 may 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 may 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 #acgfjb4 ,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$ is su* section #cf;,g4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s end+ aft] ! date ( ! enactm5t ( ?is ,act4 #acgfjc4 ,e/abli%+ ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,programs = ,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 ,increase 9 ,full-,"t ,equival5t limitation = hospitals implem5t+ pa?way tra9+ programs 7,i7 ,9 g5]al ,= co/ report+ p]iods beg9n+ on or aft] ,octob] #a1 #bjbf1 dur+ :i* a resid5t tra9s 9 an applicable hospital or hospitals 7z def9$ 9 subclause 7,,ii7 9 an approv$ m$ical resid5cy tra9+ program71 ! ,secret>y %all1 aft] any adju/m5t made "u any prec$+ provision ( ?is p>agraph or "u any ( p>agraphs 7#g7 ?r\gh 7#i71 subject to subclause 7,,iii71 increase ! limitation "u subp>agraph 7,f7 = su* co/ report+ p]iod by ! numb] ( full-"t equival5t resid5ts s tra9$ "u su* program dur+ su* p]iod 79 ?is clause1 ref]r$ to z ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,programs = ,m$ical ,resid5ts or ,program74 7,,ii7 ,applicable hospital or hospitals def9$ ,= purposes ( ?is clause1 ! t]m #8applicable hospital or hospitals' means any hospital t has be5 recogniz$ by ! ,accr$itation ,c\ncil = ,graduate ,m$ical ,education z meet+ at lea/ ! foll[+ requirem5ts = _! approv$ m$ical resid5cy tra9+ programs3 7aa7 ,! programs provide m5tor%ips = resid5ts4 7bb7 ,! programs include cultural & /ructural compet5cy z "p ( ! tra9+ ( resid5ts "u ! programs4 7cc7 ,! programs h a demon/rat$ record ( tra9+ m$ical resid5ts 9 m$ically und]s]v$ areas1 rural areas1 or heal? pr(essional %ortage areas4 7dd7 ,! hospital agrees to promote community-bas$ tra9+ ( resid5ts "u _! programs1 z appropriate4 7,,iii7 ,annual limitation = numb] ( resid5ts 9 ,program ,! ,secret>y %all ensure t1 dur+ any #a-ye> p]iod & across all approv$ m$ical resid5cy tra9+ programs describ$ 9 subclause 7,i71 n m ?an #a1jjj full-"t equival5t resid5ts are tra9$ ea* ye>4 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$ical und]s]v$ 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 #acgfjd4 ,adm9i/rative fund+ ( ! ,rural & ,und]s]v$ ,pa?way to ,practice ,tra9+ ,programs = ,po/-,baccalaureate ,/ud5ts1 ,m$ical ,/ud5ts1 & ,m$ical ,resid5ts ,! ,secret>y %all provide = ! transf] ( #f1jjj1jjj f ! ,hospital ,insurance ,tru/ ,fund e/abli%$ "u section #ahag ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acie;i7 & ! ,f$]al ,supplem5t>y ,m$ical ,insurance ,tru/ ,fund "u section #ahda ( su* ,act 7#db ,u4,s4,c4 #aciet71 9 addition to am\nts o!rwise available to rema9 available until exp5d$1 to c>ry out ! adm9i/ration ( ! ,rural & ,und]s]v$ ,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$ical ,resid5ts "u section #ahhf7;h77#d77;,h77vii7 ( su* ,act 7#db ,u4,s4,c4 #acieww7h77#d77;,h77vii774 #g ,high] education #acggja4 ,cr$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;,a77iv7 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 "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 =-- 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$it am\nts ,9 ! case ( unus$ cr$it am\nts describ$ "u p>agraph 7#b77;,a7 & id5tifi$ pursuant to subsection 7g71 ! ,secret>y %all reallocate any portion ( su* unus$ cr$it am\nts to c]tifi$ 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#ch71 by /rik+ ! p]iod at ! end ( p>agraph 7#ci7 & 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 #acggjb4 ,modification ( excise tax on inve/m5t income ( private colleges & univ]sities 7a7 ,phase\t ( inve/m5t income excise tax = private colleges & univ]sities provid+ suffici5t grants & s*ol>%ips ,section #difh is am5d$ by add+ at ! end ! foll[+ new subsection3 7e7 ,phase\t = in/itutions provid+ qualifi$ aid 7#a7 ,9 g5]al ,! am\nt ( tax impos$ by subsection 7a7 7det]m9$ )\t reg>d to ?is subsection7 %all be r$uc$ 7b n bel[ z]o7 by ! am\nt :i* be>s ! same ratio to su* am\nt ( tax 7z s det]m9$7 z-- 7,a7 ! excess 7if any7 (-- 7i7 ! aggregate am\nt ( qualifi$ aid aw>ds provid$ by ! in/itution to its fir/-"t1 full-"t und]graduate /ud5ts = academic p]iods beg9n+ dur+ ! taxable ye>1 ov] 7ii7 an am\nt equal to #bj p]c5t ( ! aggregate und]graduate tuition & fees receiv$ by ! in/itution f fir/-"t1 full-"t und]graduate /ud5ts = su* academic p]iods1 be>s to 7,b7 an am\nt equal to #ac p]c5t ( su* aggregate und]graduate tuition & fees s receiv$4 7#b7 ,in/itution mu/ meet report+ requirem5t 7,a7 ,9 g5]al ,p>agraph 7#a7 %all n apply to an applicable educational in/itution = a taxable ye> unless su* in/itution furni%es to ! ,secret>y1 & makes widely available1 a /atem5t detail+ ! av]age aggregate am\nt ( ,f$]al /ud5t loans receiv$ by a /ud5t = att5dance at ! in/itution1 av]ag$ among ea* ( ! foll[+ gr\ps ( fir/-"t1 full-"t und]graduate /ud5ts :o dur+ ! taxable ye> complet$ a c\rse ( /udy = :i* ! in/itution aw>d$ a baccalaureate degree3 7i7 ,all su* /ud5ts4 7ii7 ,! /ud5ts :o h be5 aw>d$ a ,f$]al ,pell ,grant "u subp>t #a ( "p ,a ( title ,,iv ( ! ,high] ,education ,act ( #aife = att5dance at ! in/itution4 7iii7 ,! /ud5ts :o receiv$ "w-/udy assi/ance "u "p ,c ( title ,,iv ( su* ,act = att5dance at su* in/itution4 7iv7 ,! /ud5ts :o 7 provid$ su* ,f$]al /ud5t loans4 7,b7 ,=m & mann] = report ,su* /atem5t %all be furni%$ at su* "t & 9 su* =m & mann]1 & made widely available1 "u su* regulations or guidance z ! ,secret>y may prescribe4 7,c7 ,f$]al /ud5t loans ,= purposes ( ?is p>agraph1 ! t]m ,f$]al /ud5t loans means a loan made "u "p ,d ( title ,,iv ( ! ,high] ,education ,act ( #aife1 except su* t]m does n include a ,f$]al ,direct ,,plus ,loan made on behalf ( a dep5d5t /ud5t4 7#c7 ,o!r def9itions ,= purposes ( ?is subsection-- 7,a7 ,fir/-"t1 full-"t und]graduate /ud5t ,! t]m fir/-"t1 full-"t und]graduate /ud5t %all h ! same mean+ z :5 us$ 9 section #acb ( ! ,high] ,education ,act ( #aife4 7,b7 ,qualifi$ aid aw>ds ,! t]m qualifi$ aid aw>ds means1 ) respect to any applicable educational in/itution1 grants & s*ol>%ips to ! ext5t us$ = und]graduate tuition & fees4 7,c7 ,und]graduate tuition & fees ,! t]m und]graduate tuition & fees means1 ) respect to any in/itution1 ! tuition & fees requir$ = ! enrollm5t or att5dance ( a /ud5t z an und]graduate /ud5t at ! in/itution4 4 7b7 ,inflation adju/m5t to p] /ud5t asset ?re%old ,section #difh7;b7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,inflation adju/m5t ,9 ! case ( any taxable ye> beg9n+ aft] #bjbb1 ! doll> am\nt 9 p>agraph 7#a77;,d7 %all be increas$ by an am\nt equal to-- 7,a7 su* doll> am\nt1 multipli$ by 7,b7 ! 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> #bjba = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 ,if any increase det]m9$ "u ?is p>agraph is n a multiple ( #a1jjj1 su* increase %all be r\nd$ to ! ne>e/ multiple ( #a1jjj4 4 7c7 ,cl>ification ( #ejj /ud5t ?re%old ,section #difh7;b77#a77;,a7 is am5d$ by ins]t+ bel[ ! graduate level aft] #ejj tuition-pay+ /ud5ts4 7d7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acggjc4 ,treatm5t ( ,f$]al ,pell ,grants = income tax purposes 7a7 ,exclusion f gross income ,section #aag7;b77#a7 is am5d$ by /rik+ receiv$ by an individual & all t foll[s & ins]t+ receiv$ by an individual-- 7,a7 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 or 7,b7 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 ,f$]al ,pell ,grant "u section #dja ( ! ,high] ,education ,act ( #aife aft] )9 ! mean+ ( section #ajb7;a74 7c7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acggjd4 ,repeal ( d5ial ( ,am]ican ,opportunity ,tax ,cr$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 ,i ,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 tax rate #achaja4 ,increase 9 corporate tax rate 7a7 ,9 g5]al ,section #aa7;b7 is am5d$ to read z foll[s3 7b7 ,am\nt ( tax 7#a7 ,9 g5]al ,! am\nt ( ! tax impos$ by subsection 7a7 %all be ! sum (-- 7,a7 #ah p]c5t ( s mu* ( ! taxable income z does n exce$ #djj1jjj1 7,b7 #ba p]c5t ( s mu* ( ! taxable income z exce$s #djj1jjj b does n exce$ #e1jjj1jjj1 & 7,c7 #bf4e p]c5t ( s mu* ( ! taxable income z exce$s #e1jjj1jjj4 ,9 ! case ( a corporation :i* has taxable income 9 excess ( #aj1jjj1jjj = any taxable ye>1 ! am\nt ( tax det]m9$ "u ! prec$+ s5t5ce = su* taxable ye> %all be increas$ by ! less] ( 7i7 #c p]c5t ( su* excess1 or 7ii7 #bhg1jjj4 7#b7 ,c]ta9 p]sonal s]vice corporation n eligible = graduat$ rates ,not)/&+ p>agraph 7#a71 ! am\nt ( ! tax impos$ by subsection 7a7 on ! taxable income ( a qualifi$ p]sonal s]vice corporation 7z def9$ 9 section #ddh7;d77#b77 %all be equal to #bf4e p]c5t ( ! taxable income4 4 7b7 ,proportional adju/m5t ( d$uction = divid5ds receiv$ 7#a7 ,9 g5]al ,section #bdc7;a77#a7 is am5d$ by /rik+ #ej p]c5t & ins]t+ #fj p]c5t4 7#b7 ,divid5ds f #bj-p]c5t own$ corporations ,section #bdc7;c77#a7 is am5d$-- 7,a7 prior to am5dm5t by subp>agraph 7,b71 by /rik+ #fe p]c5t & ins]t+ #gb4e p]c5t1 & 7,b7 by /rik+ #ej p]c5t & ins]t+ #fj p]c5t4 7c7 ,con=m+ am5dm5t ,section #aefa is am5d$-- 7#a7 by am5d+ subsection 7a7 to read z foll[s3 7a7 ,9 g5]al ,! compon5t memb]s ( a controll$ gr\p ( corporations on a ,decemb] #ca %all1 = _! taxable ye>s :i* include su* ,decemb] #ca1 be limit$ = purposes ( ?is subtitle to-- 7#a7 am\nts 9 ea* taxable income bracket 9 ! subp>agraphs ( section #aa7;b77#a7 :i* d n aggregate m ?an ! maximum am\nt 9 ea* su* bracket to :i* a corporation :i* is n a compon5t memb] ( a controll$ gr\p is entitl$1 & 7#b7 "o #bej1jjj 7#aej1jjj if any compon5t memb] is a corporation describ$ 9 section #ece7;c77#b77;,b77 am\nt = purposes ( comput+ ! accumulat$ e>n+s cr$it "u section #ece7;c77#b7 & 7#c74 ,! am\nts specifi$ 9 p>agraph 7#a7 %all be divid$ equally among ! compon5t memb]s ( su* gr\p on su* ,decemb] #ca unless all ( su* compon5t memb]s cons5t 7at su* "t & 9 su* mann] z ! ,secret>y %all by regulations prescribe7 to an apportionm5t plan provid+ = an unequal allocation ( su* am\nts4 ,! am\nts specifi$ 9 p>agraph 7#b7 %all be divid$ equally among ! compon5t memb]s ( su* gr\p on su* ,decemb] #ca unless ! ,secret>y prescribes regulations p]mitt+ an unequal allocation ( su* am\nts4 ,not)/&+ p>agraph 7#a71 9 apply+ ! la/ s5t5ce ( section #aa7;b77#a7 to su* compon5t memb]s1 ! taxable income ( all su* compon5t memb]s %all be tak5 into acc\nt & any increase 9 tax "u su* la/ s5t5ce %all be divid$ among su* compon5t memb]s 9 ! same mann] z am\nts "u p>agraph 7#a74 1 & 7#b7 by /rik+ accumulat$ e>n+s cr$it 9 ! head+ & ins]t+ c]ta9 multiple tax b5efits4 7d7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7e7 ,normalization requirem5ts 7#a7 ,9 g5]al ,a normalization me?od ( acc\nt+ %all n be treat$ z be+ us$ ) respect to any public utility prop]ty = purposes ( section #afg or #afh ( ! ,int]nal ,rev5ue ,code ( #aihf if ! taxpay]1 9 comput+ its co/ ( s]vice = ratemak+ purposes & reflect+ op]at+ results 9 its regulat$ books ( acc\nt1 r$uces ! tax res]ve deficit less rapidly or to a less] ext5t ?an su* res]ve w\ld be r$uc$ "u ! av]age rate assumption me?od4 7#b7 ,alt]native ,me?od = ,c]ta9 ,taxpay]s ,if1 z ( ! fir/ day ( ! taxable ye> t includes ! date ( enactm5t ( ?is ,act-- 7,a7 ! taxpay] 0 requir$ by a regulatory ag5cy to compute depreciation = public utility prop]ty on ! basis ( an av]age life or composite rate me?od1 & 7,b7 ! taxpay]'s books & und]ly+ records did n conta9 ! v9tage acc\nt data necess>y to apply ! av]age rate assumption me?od1 ! taxpay] w be treat$ z us+ a normalization me?od ( acc\nt+ if1 ) respect to su* jurisdiction1 ! taxpay] uses ! alt]native me?od = public utility prop]ty t is subject to ! regulatory au?ority ( t jurisdiction4 7#c7 ,def9itions ,= purposes ( ?is subsection-- 7,a7 ,tax res]ve deficit ,! t]m tax res]ve deficit means ! excess (-- 7i7 ! am\nt :i* w\ld be ! balance 9 ! res]ve = def]r$ taxes 7z describ$ 9 section #afh7;i77#i77;,a77ii7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 or section #afg7l77#c77;,g77ii7 ( su* ,code z 9 effect on ! day be=e ! date ( ! enactm5t ( ! ,tax ,re=m ,act ( #aihf7 if ! am\nt ( su* res]ve 7 det]m9$ by assum+ t ! corporate rate increases provid$ 9 ! am5dm5ts made by ?is section 7 9 effect = all prior p]iods1 ov] 7ii7 ! balance 9 su* res]ve z ( ! day be=e su* corporate rate increases take effect4 7,b7 ,av]age rate assumption me?od ,! av]age rate assumption me?od is ! me?od "u :i* ! excess 9 ! res]ve = def]r$ taxes is r$uc$ ov] ! rema9+ lives ( ! prop]ty z us$ 9 its regulat$ books ( acc\nt :i* gave rise to ! res]ve = def]r$ taxes4 ,"u su* me?od1 if tim+ diff]5ces = ! prop]ty rev]se1 ! am\nt ( ! adju/m5t to ! res]ve = ! def]r$ taxes is calculat$ by multiply+-- 7i7 ! ratio ( ! aggregate def]r$ taxes = ! prop]ty to ! aggregate tim+ diff]5ces = ! prop]ty z ( ! beg9n+ ( ! p]iod 9 "q1 by 7ii7 ! am\nt ( ! tim+ diff]5ces :i* rev]se dur+ su* p]iod4 7,c7 ,alt]native me?od ,! alt]native me?od is ! me?od 9 :i* ! taxpay]-- 7i7 computes ! tax res]ve deficit on all public utility prop]ty includ$ 9 ! plant acc\nt on ! basis ( ! weight$ av]age life or composite rate us$ to compute depreciation = regulatory purposes1 & 7ii7 r$uces ! tax res]ve deficit ratably ov] ! rema9+ regulatory life ( ! prop]ty4 7#d7 ,treatm5t ( normalization violation ,if1 = any taxable ye> end+ aft] ! date ( ! enactm5t ( ?is ,act1 ! taxpay] does n use a normalization me?od ( acc\nt+1 su* taxpay] %all n be treat$ z us+ a normalization me?od ( acc\nt+ = purposes ( subsections 7f77#b7 & 7i77#i77;,c7 ( section #afh ( ! ,int]nal ,rev5ue ,code ( #aihf4 7#e7 ,regulations ,! ,secret>y ( ! ,treasury1 or ! ,secret>y's designee1 %all issue su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ?is subsection1 includ+ regulations or o!r guidance to provide appropriate coord9ation betwe5 ?is subsection1 section #acjja7;d7 ( ,public ,law #aae-ig1 & section #bjc7;e7 ( ! ,tax ,re=m ,act ( #aihf4 ,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 !re( 7relat+ to exemption = c]ta9 small bus9esses71 & 7iii7 any ,s corporation1 real e/ate inve/m5t tru/1 or regulat$ inve/m5t company4 7,b7 ,aggregation rule ,= purposes ( subp>agraph 7,a77i71 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 ,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 ,additional memb]s 7i7 ,9 g5]al ,to ! ext5t provid$ by ! ,secret>y 9 regulations or o!r guidance1 ! specifi$ dome/ic corporation ref]r$ to 9 p>agraph 7#a7 may elect 7at su* "t & 9 su* mann] z ! ,secret>y may provide7 = purposes ( ?is subsection to treat any eligible corporation z a memb] ( ! int]national f9ancial report+ gr\p ( :i* su* specifi$ dome/ic corporation is a memb] if su* eligible corporation ma9ta9s 7& su* specifi$ dome/ic corporation has access to7 su* books & records z ! ,secret>y det]m9es are satisfactory to all[ = ! application ( ?is subsection ) respect to su* eligible corporation4 ,any election "u ?is clause %all apply only ) respect to ! specifi$ dome/ic corporation :i* makes su* election4 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 clause74 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 = purposes ( subp>agraph 7,a77i71 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 ,treatm5t ( intra-gr\p di/ributions ,! ,,ebitda ( any specifi$ dome/ic corporation %all be det]m9$ )\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>$4 7#g7 ,=eign corporations engag$ 9 trade or bus9ess )9 ! ,unit$ ,/ates ,= purposes ( ?is subsection1 any =eign corporation engag$ 9 a trade or bus9ess )9 ! ,unit$ ,/ates %all be treat$ z a dome/ic corporation ) respect to any e>n+s1 int]e/ income & int]e/ exp5se1 or o!r am\nt1 :i* is effectively connect$ ) ! conduct ( a trade or bus9ess 9 ! ,unit$ ,/ates4 7#h7 ,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 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 =eign corporation to :i* ?is subsection applies by reason ( p>agraph 7#g74 4 7b7 ,modification ( application ( limitation on bus9ess int]e/ to p>tn]%ips & ,s corporations ,section #afc7;j77#d7 is am5d$ to read z foll[s3 7#d7 ,application to p>tn]%ips & ,s corporations ,9 ! case ( any p>tn]%ip or ,s corporation1 ?is subsection %all be appli$ at ! p>tn] or %>ehold] level1 respectively4 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/ 7#a7 ,9 g5]al ,! am\nt ( any int]e/ n all[$ z a d$uction = any taxable ye> by reason ( subsection 7j77#a7 or 7n77#a7 7:i*ev] imposes ! l[] limitation ) respect to su* taxable ye>7 %all be treat$ z int]e/ 7& z bus9ess int]e/ = purposes ( subsection 7j77#a77 paid or accru$ 9 ! succe$+ taxable ye>4 7#b7 ,limitation on c>ry=w>d ,int]e/ paid or accru$ 9 a taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba 7det]m9$ )\t reg>d to p>agraph 7#a771 %all n be c>ri$ =w>d "u p>agraph 7#a7 pa/ ! fif? taxable ye> foll[+ ! taxable ye> 9 :i* su* int]e/ 0 s paid or accru$4 ,= purposes ( ! prec$+ s5t5ce1 int]e/ %all be treat$ z all[$ z a d$uction on a fir/-91 fir/-out basis4 4 7#b7 ,con=m+ am5dm5ts 7,a7 ,section #afc7;j77#b7 is am5d$ 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 #bjba4 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 #bjba1 ! 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 ,= 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$uction an am\nt equal to ! sum (-- 7#a7 #ba4hge p]c5t ( ! =eign-d]iv$ intangible income ( su* dome/ic corporation = su* taxable ye>1 plus 7#b7 #cg4e 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$-- 7,a7 9 subp>agraph 7,a77i7-- 7i7 by /rik+ & at ! end ( subclause 7,v71 7ii7 by /rik+ ov] at ! end ( subclause 7,,vi71 & 7iii7 by add+ at ! end ! foll[+ new subclauses3 7,,vii7 any income receiv$ or accru$ :i* is ( a k9d :i* w\ld be =eign p]sonal hold+ company income 7z def9$ 9 section #ied7;c771 7,,viii7 any am\nt includ$ 9 ! gross income ( su* corporation "u section #abic1 & 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 & %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#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$uction all[able "u section #bej4 4 7d7 ,effective date 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7#b7 ,c]ta9 o!r modifications ,! am5dm5ts made by subsection 7c7 %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjag4 7e7 ,transitional rule = accel]at$ p]c5tage r$uction 7#a7 ,9 g5]al ,9 ! case ( any taxable ye> :i* includes ,decemb] #ca1 #bjba 7o!r ?an a taxable ye> ) respect to :i* su* date is ! la/ day ( su* taxable ye>7-- 7,a7 ! p]c5tage 9 effect "u section #bej7;a77#a77;,a7 ( ! ,int]nal ,rev5ue ,code ( #aihf %all be treat$ z be+ equal to ! sum (-- 7i7 ! pre-effective date p]c5tage ( #cg4e p]c5t1 plus 7ii7 ! po/-effective date p]c5tage ( #ba4hge 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 ( #cg4e 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 ! portion ( su* taxable ye> :i* prec$es ,janu>y #a1 #bjbb1 be>s to ! entire taxable ye>1 & 7,b7 ! t]m po/-effective date p]c5tage means ! ratio t ! rema9d] ( su* taxable ye> be>s to ! entire taxable ye>4 #achabb4 ,repeal ( election = #a-mon? def]ral 9 det]m9ation ( taxable ye> ( specifi$ =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 #bjba4 7c7 ,transition rule ,a taxpay]'s fir/ taxable ye> beg9n+ aft] ,novemb] #cj1 #bjba1 %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 #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 possession4 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 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 #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 ,! provisions ( subsections 7a71 7b71 7c71 & 7d7 & sections #ijg & #ifj %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 ( 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 ,controll$ =eign corporations ,ea* controll$ =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 9 :i* ! taxpay] or any su* 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 arrangem5t subject to tax "u ! tax law ( a c\ntry z a resid5t1 or a p]son or arrangem5t t gives rise to a taxable pres5ce by reason ( its activities 9 su* c\ntry4 ,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* entity1 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 or arrangem5t 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 does n subject income to tax on ! basis ( resid5ce or 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 sep>ate c\ntry4 ,= purposes ( ! prec$+ s5t5ce1 ! t]m possession ( ! ,unit$ ,/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 entities1 arrangem5ts1 & bran*es t are o!rwise consid]$ a 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$uctions7 to taxable units1 includ+ 9 ! case ( am\nts n o!rwise tak5 into acc\nt 9 det]m9+ taxable income "u ?is *apt]4 4 7#b7 ,application ( recapture ( ov]all =eign loss ,section #ijd7;f77#e77;,e77i7 is am5d$ by ins]t+ appli$ sep>ately ) respect to ea* c\ntry 7)9 ! mean+ ( subsection 7e77 z provid$ 9 subsection 7e7 be=e ! p]iod at ! end4 7#c7 ,application ( sep>ate limitation losses ) respect to global intangible l[-tax$ income ,section #ijd7;f77#e7 is am5d$ by add+ at ! end ! foll[+ new subp>agraph3 7,g7 ,special rule ) respect to global intangible l[-tax$ income ,! am\nt ( ! sep>ate limitation losses = any taxable ye> %all r$uce income describ$ 9 subp>agraph 7d77#a77;,a7 = su* taxable ye> only to ! ext5t ! aggregate am\nt ( su* losses exce$s ! aggregate am\nt ( ! sep>ate limitation incomes = su* taxable ye>4 ,= purposes ( ?is subp>agraph1 sep>ate limitation income %all exclude income describ$ 9 subp>agraph 7d77#a77;,a7 = ! taxable ye>4 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 #bje7;b77#c77;,a7 is am5d$-- 7,a7 by /rik+ subclause 7,,vi7 ( clause 7i7 & ins]t+ ! foll[+ new subclause3 7,,vi7 ! income ( a ,unit$ ,/ates p]son :i* is attributable to #a or m bran*es 7:i* w\ld be ref]r$ to 9 clause 7iv7 ( section #ijd7;e77#b77;,b7 if su* clause 7 appli$ )\t reg>d to any ref]5ce to a controll$ =eign corporation7 or pass-?r\gh entities 7:i* w\ld be ref]r$ to 9 clause 7iii7 ( section #ijd7;e77#b77;,b7 if su* clause 7 appli$ )\t reg>d to any ref]5ce to a controll$ =eign corporation7 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 ,con=m+ am5dm5ts 7,a7 ,section #ijd7;d77#b77;,a77ii7 is am5d$ by /rik+ 1 =eign bran* income14 7,b7 ,section #ijd7;d77#b7 is am5d$ by /rik+ subp>agraph 7,j74 7c7 ,modification ( =eign tax cr$it c>ryback & c>ry=w>d 7#a7 ,c>ryov] limit$ to #e taxable ye>s 7,a7 ,9 g5]al ,section #ijd7;c7 is am5d$ by /rik+ #aj succe$+ taxable ye>s & ins]t+ #e succe$+ taxable ye>s4 7,b7 ,con=m+ am5dm5t ,section #feaa7;d77#c77;,a7 is am5d$ by /rik+ #aj ye>s & ins]t+ #e ye>s4 7#b7 ,repeal ( c>ryback ,section #ijd7;c7 is am5d$-- 7,a7 by /rik+ 9 ! fir/ prec$+ taxable ye>1 &1 7,b7 by /rik+ prec$+ or ea* place x appe>s1 & 7,c7 by /rik+ ,c>ryback & 9 ! head+ !re(4 7#c7 ,c>ryov] applicable to tax on global intangible l[-tax$ income ,section #ijd7;c7 is am5d$ by /rik+ ! la/ s5t5ce4 7#d7 ,application to limitation on =eign oil & gas taxes ,section #ijg7;f77#a7 is am5d$-- 7,a7 by /rik+ 9 ! fir/ prec$+ taxable ye> &1 & 7,b7 by /rik+ fir/ #aj & ins]t+ fir/ #e4 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$ by-- 7,a7 allocat+ any d$uction all[$ "u section #bej to su* income1 & 7,b7 by treat+ any exp5se ( su* dome/ic corporation z n allocable to su* income4 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 = purposes ( sub*apt] ,n ( ?is *apt]1 & 7ii7 is treat$ z a disposition ( /ock ( a corporation 7or is disreg>d$7 = purposes ( ! tax laws ( ! relevant =eign c\ntry or possession ( ! ,unit$ ,/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;c77#a7 is am5d$ 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$1 or 7,e7 !re is any o!r *ange 9 ! am\nt1 or treatm5t1 ( taxes1 :i* affects ! taxpay]'s tax liability "u ?is *apt]4 4 7#b7 ,modification to "t = claim+ cr$it or d$uction ,section #ija7;a7 is am5d$ by /rik+ ! second s5t5ce & ins]t+ ! foll[+3 ,! *oice to claim a cr$it = su* am\nts may be made at any "t be=e ! expiration ( ! p]iod prescrib$ by section #feaa7;d77#c77;,a71 & ! *oice to claim a d$uction 9 lieu ( a cr$it may be made at any "t be=e ! expiration ( ! p]iod prescrib$ by section #feaa7;a71 = mak+ a claim = refund or cr$it ( ! tax impos$ by ?is *apt] = su* taxable ye>1 or su* lat] p]iod prescrib$ by section #feaa7;c7 if ! p]iod is ext5d$ by agreem5t44 7#c7 ,modification to special p]iod ( limitation ,section #feaa7;d77#c77;,a7 is am5d$-- 7,a7 by ins]t+ *ange 9 ! liability = be=e any taxes paid or accru$1 7,b7 by /rik+ actually paid & ins]t+ paid 7or deem$ paid "u section #ifj71 & 7,c7 by ins]t+ *ange 9 ! liability = be=e =eign taxes 9 ! head+ !re(4 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 #bjba4 7#b7 ,modification ( =eign tax cr$it c>ryback & c>ry=w>d ,except z o!rwise provid$ 9 p>agraph 7#c71 ! am5dm5ts made by subsection 7c7 %all apply to taxes paid or accru$ 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7#c7 ,c]ta9 modifications ,! am5dm5t made by subsection 7c77#d77;,b7 %all apply to taxable ye>s ( =eign corporations beg9n+ aft] ,decemb] #ca1 #bjag1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7#d7 ,r$et]m9ation ( =eign taxes & relat$ claims ,! am5dm5ts made by subsection 7g7 %all take effect on ! date :i* is #fj days aft] ! date ( ! enactm5t ( ?is ,act4 7i7 ,regulations ,! ,secret>y %all prescribe rules provid+ = ! application ( subsection 7e7 ( section #ijd ( ! ,int]nal ,rev5ue ,code ( #aihf1 z add$ by ?is section1 to any am\nts c>ri$ ov] "u subsection 7c7 ( su* section f a taxable ye> ) respect to :i* su* subsection 7e7 did n apply to a taxable ye> ) respect to :i* su* subsection 7e7 does 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 ( =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 #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 ( 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-- 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* c\ntry ) respect to :i* any ,,cfc taxable unit ( su* %>ehold] is a tax resid5t1 & 7,b7 = purposes ( det]m9+ su* sep>ate am\nts ( global intangible l[-tax$ income-- 7i7 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 ea* ,,cfc taxable unit ( su* %>ehold] :i* is 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$ clause 7ii71 7iii71 or 7iv7 ( section #ijd7;e77#b77;,b7 7det]m9$ )\t reg>d to ! ref]5ces to ! taxpay] 9 clauses 7iii7 & 7iv7 ( su* section74 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 su* section4 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$1 or held1 tempor>ily1 7#b7 ! treatm5t ( prop]ty if ! avoidance ( ! purposes ( ?is section is a factor 9 ! transf] or hold+ ( su* prop]ty1 & 7#c7 appropriate adju/m5ts to ! basis ( /ock & o!r own]%ip int]e/s1 & to e>n+s & pr(its1 to reflect te/$ losses4 4 7#b7 ,con=m+ am5dm5t ,section #iea;,a7d7 is am5d$ by /rik+ p>agraph 7#d74 7#c7 ,additional regulatory au?ority ,section #iea;,a7h71 z add$ by p>agraph 7#a71 is am5d$ by /rik+ & at ! end ( p>agraph 7#b71 by /rik+ ! p]iod at ! end ( p>agraph 7#c7 & ins]t+ a comma1 & by add+ at ! end ! foll[+ new p>agraphs3 7#d7 rules simil> to ! rules provid$ "u ! regulations or guidance issu$ "u section #ijd7;e77#e71 7#e7 appropriate basis adju/m5ts1 & 7#f7 appropriate adju/m5t to made1 & appropriate tax attributes & records to be ma9ta9$1 sep>ately ) respect to ,,cfc taxable units4 4 7c7 ,c>ryov] ( net ,,cfc te/$ 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>agraph7 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;,a7 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 #ifb & su* o!r sections 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 #bjba1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7#b7 ,c]ta9 relat$ modifications ,! am5dm5ts made by subsections 7b77#a71 7b77#b71 & 7f7 %all apply to taxable ye>s ( =eign corporations beg9n+ aft] ,decemb] #ca1 #bjag1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 #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 ,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 corporation1 su* %>ehold]'s pro rata %>e 7z det]m9$ "u section #iea;,a7e77#a77 (-- 7,a7 ! =eign income taxes 7)9 ! mean+ ( section #ijd7;d77#b77;,f77 :i* are prop]ly attributable to am\nts tak5 into acc\nt 9 det]m9+ te/$ income or te/$ loss "u section #iea;,a7b77#b71 & 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 su* 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;,a7b77#b71 & 7ii7 no cr$it is all[$1 9 :ole or 9 "p1 = su* =eign taxes 9 any =eign jurisdiction4 4 7c7 ,application ( =eign tax cr$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 ,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 ( =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 7#b7 ,application ( =eign tax cr$it limitation to am\nts includ$ "u section #gh ,! am5dm5ts made by subsection 7c7 %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjag4 #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 #ieg1 & #ife7 %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 sections #iea;,a & #ife %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;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 controll$ =eign corporation ) respect to all ,unit$ ,/ates %>ehold]s ( su* =eign corporation4 7,b7 ,exceptions ,not)/&+ subp>agraph 7,a71 su* =eign corporation %all n be treat$ z a controll$ =eign corporation = purposes ( section #iea;,b7c7 or = any o!r purpose if ! ,secret>y det]m9es t treatm5t ( su* =eign corporation z a controll$ =eign corporation = su* purpose 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 ( assets describ$ 9 section #cha7;a7 f any corporation ) respect 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 ,! 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;,a7b77#a7 is am5d$ by /rik+ ) respect to su* corporation4 7#b7 ,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$uction4 7#c7 ,section #bde;,a7e77#a7 is am5d$-- 7,a7 by /rik+ any divid5d & ins]t+ any hybrid divid5d1 & 7,b7 by /rik+ if ! divid5d is a hybrid divid5d4 7#d7 ,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 ! provisions ( ?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 dispositions to relat$ p>ties :i*-- 7i7 are n made 9 ! ord9>y c\rse ( a trade or bus9ess1 & 7ii7 are made 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$uction 9 ! ,unit$ ,/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 7#e7 ,section #bdf7;b77#a7 is am5d$ to read z foll[s3 7#a7 ,g5]al rule ,except z provid$ 9 p>agraph 7#b71 ! aggregate am\nt ( ! d$uctions all[$ by section #bdc7;a77#a7 & subsection 7a7 & 7b7 ( section #bde %all n exce$ ! p]c5tage det]m9$ "u p>agraph 7#c7 ( ! taxable income comput$ )\t reg>d to ! d$uctions all[$ by section #agb1 section #bdc7;a77#a71 subsections 7a7 & 7b7 ( section #bde1 & section #bej1 )\t reg>d to any adju/m5t "u section #ajei1 & )\t reg>d to any capital loss c>ryback to ! taxable ye> "u section #abab7;a77#a74 4 7#f7 ,section #bdf7;c77#a7 is am5d$ by /rik+ section #bdc & all t foll[s ?r\gh #bde;,a & ins]t+ section #bdc1 #bde1 or #bde;,a4 7#g7 ,= purposes ( section #gh ( ! ,int]nal ,rev5ue ,code ( #aihf1 z 9 effect on ! day be=e ! enactm5t ( ,public ,law #aae-ig1 ) respect to taxable ye>s ( =eign corporations beg9n+ be=e ,janu>y #a1 #bjah1 & end+ aft] ,decemb] #ca1 #bjag1 any ref]5ce to section #bde ( su* ,code %all be treat$ z includ+ a ref]5ce to section #bde;,a ( su* ,code 7z add$ by su* ,public ,law74 7d7 ,effective dates 7#a7 ,9 g5]al ,! am5dm5t made by subsection 7a7 %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-- 7,a7 ! la/ taxable ye> ( =eign corporations beg9n+ be=e ,janu>y #a1 #bjah1 & ea* subsequ5t taxable ye> ( su* =eign corporations1 & 7,b7 taxable ye>s ( ,unit$ ,/ates p]sons 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 7#c7 ,c]ta9 o!r modifications ,! am5dm5ts made by subsection 7c7 %all apply to di/ributions made aft] ,decemb] #ca1 #bjag4 #achabi4 ,limitation on =eign base company sales & s]vices income 7a7 ,=eign base company sales income ,section #ied7;d77#b7 is am5d$ to read z foll[s3 7#b7 ,limitation 7,a7 ,9 g5]al ,= purposes ( ?is subsection1 ! t]m relat$ p]son %all n include any p]son unless su* p]son is a taxable unit 7)9 ! mean+ ( section #ijd7;e77 :i* is a tax resid5t ( ! ,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 p>agraph1 includ+ regulations or o!r guidance provid+ = ! prop] application ( subp>agraph 7,a7 9 ! case ( a s]ies ( transactions 9 :i* a p]son describ$ 9 subp>agraph 7,a7 is a p>ty4 4 7b7 ,=eign base company s]vices income ,section #ied7;e77#a77;,a7 is am5d$ by /rik+ subsection 7d77#c7 & ins]t+ subsection 7d74 7c7 ,c]ta9 o!r modifications 7#a7 7,a7 ,section #iea7;a77#a7 is am5d$-- 7i7 by /rik+ ! la/ day 9 ! matt] prec$+ subp>agraph 7,a7 & ins]t+ any day1 7ii7 by /rik+ 8 ea* place x appe>s & ins]t+ su* %>ehold]'s1 & 7iii7 by ins]t+ 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 be=e ! am\nt 9 subp>agraph 7,b74 7,b7 ,section #iea7;a7 is am5d$ by /rik+ p>agraph 7#b7 & ins]t+ ! foll[+ new p>agraphs3 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 ,any am\nt treat$ z ! =eign-s\rce portion ( a divid5d "u section #bde;,a7g7 %all be treat$ z nontax$ curr5t divid5ds = purposes ( ?is p>agraph4 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,c7 ,section #iea;,a7e77#a7 is am5d$ by /rik+ det]m9$ "u ! rules ( section #iea7;a77#b7 9 ! same mann] z su* section applies to subp>t ,f income & ins]t+ det]m9$ "u rules simil> to ! rules ( section #iea7;a77#b74 7,d7 ,section #iea;,a7e77#b7 is am5d$ to read z foll[s3 7#b7 ,treatm5t z ,unit$ ,/ates %>ehold] ,a p]son %all be treat$ z a ,unit$ ,/ates %>ehold] ( a controll$ =eign corporation = any taxable ye> ( su* p]son if su* p]son-- 7,a7 is a ,unit$ ,/ates %>ehold] ( su* =eign corporation on any day 9 su* taxable ye>1 & 7,b7 owns 7)9 ! mean+ ( section #ieh7;a77 /ock 9 su* =eign corporation on any day 9 su* taxable ye> :i* is "p ( a taxable ye> ( su* =eign corporation ) respect to :i* su* =eign corporation is a controll$ =eign corporation4 4 7,e7 ,section #iec7;c77#e77;,a77i7 is am5d$-- 7i7 9 subclause 7,i71 by add+ & at ! end1 7ii7 9 subclause 7,,ii7-- 7,i7 by /rik+ on ! la/ day ( ! taxable ye> & ins]t+ dur+ ! taxable ye>1 & 7,,ii7 by /rik+ & at ! end & ins]t+ or1 & 7iii7 by /rik+ subclause 7,,iii74 7#b7 ,section #gh is am5d$ by /rik+ 1 7b714 7d7 ,c]ta9 relat$ prospective modifications ,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#b74 ,! prec$+ s5t5ce %all n apply ) respect to any /ock or prop]ty to :i* subsection 7a7 or 7b7 applies4 4 7e7 ,effective dates 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to taxable ye>s ( =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 7#b7 ,c]ta9 o!r modifications 7,a7 ,! am5dm5ts made by subsection 7c77#a7 %all apply to di/ributions made aft] ,decemb] #ca1 #bjag4 7,b7 ,! am5dm5t made by subsection 7c77#b7 apply to taxable ye>s ( =eign corporations beg9n+ aft] ,decemb] #ca1 #bjag1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 ,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 subsection1 ! t]m applicable p]c5tage means-- 7,a7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbd1 #aj p]c5t1 7,b7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbc1 & be=e ,janu>y #a1 #bjbf1 #ab4e p]c5t1 & 7,c7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbe1 #ae 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 ,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#f7 ,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 tax b5efits ,any base erosion tax b5efit %all be det]m9$ )\t reg>d to any base erosion paym5t describ$ 9 p>agraphs 7#a7 ?r\gh 7#d7 ( subsection 7d71 includ+ = purposes ( det]m9+ ! adju/$ basis ( prop]ty describ$ 9 subsection 7d77#b74 7,b7 ,base erosion basis 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$uction = ! taxable ye> "u section #agb %all be appli$-- 7i7 by sub/itut+ modifi$ taxable income = taxable income 9 subsection 7a77#b77;,b77ii77,i7 !re(1 7ii7 by det]m9+ any net op]at+ loss aris+ 9 any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjba1 )\t reg>d to any d$uction :i* is a base erosion tax b5efit 7det]m9$ ) respect to ea* su* taxable ye>71 & 7iii7 by mak+ appropriate adju/m5ts 9 ! application ( subsection 7b77#b7 !re( to take into acc\nt clause 7i7 ( ?is subp>agraph z ?\gh su* clause appli$ ) respect to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba 7b by apply+ section #agb7;e7 = purposes ( det]m9+ ! am\nt ( modifi$ taxable income74 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 acquir$ ) su* paym5t1 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$uction 9 gross receipts ) respect to su* paym5t 9 comput+ gross income ( ! taxpay] = ! taxable ye> = purposes ( ?is *apt]4 4 7#b7 ,c]ta9 paym5ts ) respect to inv5tory treat$ 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 accru$ 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 7,b7 ,c]ta9 indirect co/s ( =eign relat$ p>ties ,su* t]m %all also include s mu* ( any am\nt paid or accru$ by ! taxpay] to a =eign p]son :i* is a relat$ p>ty ( ! taxpay] 9 connection ) ! acquisition by ! taxpay] f su* =eign p]son ( prop]ty :i* is inv5tory 9 ! h&s ( ! taxpay] 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 accru$ 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 subtitle4 7,c7 ,application to ti]$ 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 paid or accru$ 7directly or indirectly7 to a ,unit$ ,/ates p]son or a p]son :i* is n a relat$ p>ty ( ! taxpay]4 7,d7 ,safe h>bor ) respect 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 4 7#c7 ,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$ ,an am\nt %all n be treat$ z a base erosion paym5t if tax is impos$ by ?is subtitle ) respect to su* am\nt4 ,! am\nt n treat$ z a base erosion paym5t by reason ( ! prec$+ s5t5ce %all be det]m9$ "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 subject to an effective rate ( =eign income tax 7z def9$ 9 section #ijd7;d77#b77;,f77 :i* is n less ?an ! applicable p]c5tage 9 effect "u subsection 7b77#b7 = ! taxable ye> 9 :i* su* am\nt is paid or accru$4 ,except z o!rwise provid$ by ! ,secret>y "u subp>agraph 7,b71 ! 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,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 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 ,repeal ( exemption f base erosion & anti-abuse tax = taxpay]s ) l[ base erosion p]c5tage ,section #ei;,a7e77#a77;,c7 is am5d$ by ins]t+ 9 ! case ( any taxable ye> beg9n+ be=e ,janu>y #a1 #bjbd1 be=e ! base erosion p]c5tage4 7d7 ,o!r modifications 7#a7 ,section #ei;,a7h77#b77;,b7 is am5d$ by /rik+ section #fjch;,b7b77#b7 & ins]t+ section #fjch;,a7b77#b74 7#b7 ,section #ei;,a7j77#b71 z r$esignat$ by subsection 7b71 is am5d$ by /rik+ subsection 7g77#c7 & ins]t+ subsection 7h77#c74 7e7 ,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 ( 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]%ip1 z provid$ 9 section #gda1 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 ( two corporations describ$ 9 subsection 7b77#c71 no loss %all be recogniz$ on ! /ock or securities ( ! liquidat+ corporation 9 a complete liquidation to :i* section #cca applies until ! o!r corporation receiv+ prop]ty di/ribut$ 9 su* liquidation ) respect to su* /ock or 9 ex*ange = su* securities has dispos$ ( sub/antially all prop]ty su* o!r corporation receiv$ 9 su* liquidation to "o or m p]sons :o are n relat$ to su* o!r corporation 7)9 ! mean+ ( subsection 7b77#c7 or section #gjg7;b77#a774 7#b7 ,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 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$ 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 subsection 7b77#c7 & subsection 7c77#c7 %all n apply to s mu* ( ! money & o!r prop]ty transf]r$ to cr$itors z equals an am\nt equal to ! excess 7if any7 (-- 7,a7 ! sum (-- 7i7 ! total am\nt ( ! liabilities assum$ 7)9 ! mean+ ( section #ceg7;c77 by ! controll$ corporation1 7ii7 9 ! case ( subsection 7b77#c71 ! total am\nt ( money & ! fair m>ket value ( o!r prop]ty 7includ+ /ock describ$ 9 section #ced7;a77#b77;,c77 transf]r$ to ! cr$itors1 & 7iii7 9 ! case ( subsection 7c77#c71 ! total pr9cipal am\nt ( securities ( ! controll$ corporation :i* is 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 z may be necess>y or appropriate to prev5t avoidance ( tax ?r\gh abuse ( 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 #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>agraphs3 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 sale-repur*ase transaction1 or a specifi$ notional pr9cipal contract1 t is det]m9$ by ref]5ce to 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 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 subsection 7b7 ( section #ggjd7 :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 ,except$ contracts ,subp>agraph 7,a7 %all n apply to any contract or transaction ! ,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 ! income or ga9 f :i* w\ld 7b = ?is p>agraph7 be-- 7,i7 exempt f taxes "u ?is subtitle1 or 7,,ii7 treat$ z income f s\rces )\t ! ,unit$ ,/ates if paid to a nonresid5t ali5 individual4 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#f7 & 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#i7 ,o!r rules relat+ to treatm5t ( divid5d equival5ts 7,a7 ,9 g5]al ,a divid5d equival5t am\nt "u ?is subsection %all be treat$ z a divid5d paid by a dome/ic corporation4 7,b7 ,rate ( tax = publicly trad$ p>tn]%ip income paym5ts ,9 ! case ( a paym5t treat$ z a divid5d equival5t pursuant to p>agraph 7#h71 ! rate ( tax impos$ on any nonresid5t ali5 individual or =eign corporation ) respect to su* paym5t %all n be less ?an ! rate t w\ld be impos$ _h su* individual or =eign corporation1 z ! case may be1 receiv$ a divid5d f a dome/ic corporation 9 :i* su* individual or =eign corporation own$ less ?an #a p]c5t 7by vote or value7 ( ! /ock4 4 7b7 ,)hold+ ( tax on nonresid5t ali5s ,section #adda is am5d$ by r$esignat+ subsection 7g7 z subsection 7h7 & by ins]t+ aft] subsection 7f7 ! foll[+ new subsection3 7g7 ,deem$ divid5d equival5t paym5ts 9 case ( c]ta9 publicly trad$ p>tn]%ips ,! ,secret>y may prescribe regulations1 "u rules simil> to ! rules ( section #addf7;f71 to det]m9e ! mann] 9 :i* ! am\nt ( income & ga9 is det]m9$ = purposes ( ?is section 9 ! case ( am\nts treat$ z a divid5d equival5t "u section #hga7m77#h74 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to paym5ts made on or aft] ! date t is #ahj days aft] ! date ( ! enactm5t ( ?is ,act4 #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 beg9n+ aft] ,decemb] #ca1 #bjba1 & to taxable ye>s ( ,unit$ ,/ates %>ehold]s 9 :i* or ) :i* su* taxable ye>s ( =eign corporations end4 #achadh4 ,c]ta9 divid5ds f controll$ =eign corporations to ,unit$ ,/ates %>ehold]s treat$ z extraord9>y divid5ds 7a7 ,9 g5]al ,section #ajei is am5d$ by r$esignat+ subsection 7g7 z subsection 7h7 & by ins]t+ aft] subsection 7f7 ! foll[+ new subsection3 7g7 ,treatm5t ( c]ta9 divid5ds f controll$ =eign corporations to ,unit$ ,/ates %>ehold]s 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>agraph 7#a7 & 7#b7 ( subsection 7a7 applies )\t reg>d to ! p]iod ! taxpay] held ! /ock ) respect to :i* su* divid5d is paid4 7#b7 ,disqualifi$ ,,cfc divid5d ,= purposes ( ?is subsection1 ! t]m disqualifi$ ,,cfc divid5d means any divid5d paid by a controll$ =eign corporation to a taxpay] :i* is a ,unit$ ,/ates %>ehold] ( su* =eign corporation if-- 7,a7 su* divid5d is attributable to e>n+s & pr(its :i*-- 7i7 7 e>n$ by su* controll$ =eign corporation dur+ a disqualifi$ p]iod1 or 7ii7 are attributable to ga9 on prop]ty :i* accru$ dur+ a disqualifi$ p]iod4 7#c7 ,disqualifi$ p]iod ,= purposes ( ?is subsection1 ! t]m disqualifi$ p]iod means1 ) respect to any divid5d paid ) respect to any /ock ( a controll$ =eign corporation1 any p]iod dur+ :i*-- 7,a7 su* =eign corporation 0 n a controll$ =eign corporation1 or 7,b7 su* /ock 0 n own$ by a ,unit$ ,/ates %>ehold]4 4 7b7 ,regulations ,section #ajei7;h71 z r$esignat$ by subsection 7a71 is am5d$-- 7#a7 by /rik+ regulations bo? places x appe>s & ins]t+ regulations or o!r guidance1 & 7#b7 by /rik+ & at ! end ( p>agraph 7#a71 by /rik+ ! p]iod at ! end ( p>agraph 7#b7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+ new p>agraph3 7#c7 provid+ = ! coord9ation ( subsection 7g7 ) ! o!r provisions ( ?is *apt]1 includ+ section #abdh4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to di/ributions made aft] ! date ( ! enactm5t ( ?is ,act4 #achadi4 ,modification ( rules = p>tn]%ip int]e/s held 9 connection ) ! p]=mance ( s]vices 7a7 ,9 g5]al ,section #ajfa is am5d$ by /rik+ subsections 7a7 & 7b7 & ins]t+ ! foll[+ new subsections3 7a7 ,9 g5]al ,if "o or m applicable p>tn]%ip int]e/s are held by a taxpay] at any "t dur+ ! taxable ye>1 ! taxpay]'s net applicable p>tn]%ip ga9 = su* taxable ye> %all be treat$ z %ort-t]m capital ga94 7b7 ,net applicable p>tn]%ip ga9 ,= purposes ( ?is section-- 7#a7 ,9 g5]al ,! t]m net applicable p>tn]%ip ga9 means-- 7,a7 ! taxpay]'s net long-t]m capital ga9 det]m9$ by only tak+ into acc\nt ga9s & losses ) respect to "o or m applicable p>tn]%ip int]e/s describ$ 9 subsection 7a71 & 7,b7 any o!r am\nts :i* are-- 7i7 includible 9 ! gross income ( ! taxpay] ) respect to "o or m su* applicable p>tn]%ip int]e/s1 & 7ii7 treat$ z capital ga9 or subject to tax at ! rate applicable to capital ga94 7#b7 ,hold+ p]iod exception 7,a7 ,9 g5]al ,net applicable p>tn]%ip ga9 %all be det]m9$ )\t reg>d to any am\nt :i* is realiz$ aft] ! date t is #e ye>s aft] ! late/ (3 7i7 ,! date on :i* ! taxpay] acquir$ sub/antially all ( ! applicable p>tn]%ip int]e/ ) respect to :i* ! am\nt is realiz$4 7ii7 ,! date on :i* ! p>tn]%ip 9 :i* su* applicable p>tn]%ip int]e/ is held acquir$ sub/antially all ( ! assets held by su* p>tn]%ip4 7iii7 ,if ! p>tn]%ip describ$ 9 clause 7i7 owns1 directly or indirectly1 int]e/s 9 "o or m o!r p>tn]%ips1 ! dates det]m9$ by apply+ rules simil> to ! rules 9 clauses 7i7 & 7ii7 9 ! case ( ea* su* o!r p>tn]%ip4 7,b7 ,%ort] hold+ p]iod 9 c]ta9 circum/ances ,subp>agraph 7,a7 %all be appli$ by sub/itut+ #c ye>s = #e ye>s 9 ! case (-- 7i7 a taxpay] 7o!r ?an a tru/ or e/ate7 ) an adju/$ gross income 7det]m9$ )\t reg>d to sections #iaa1 #ica & #icc7 ( less ?an #djj1jjj1 & 7ii7 any income ) respect to any applicable p>tn]%ip int]e/ t is attributable to a real prop]ty trade or bus9ess )9 ! mean+ ( section #dfi7;c77#g77;,c74 7iii7 ,! ,secret>y is direct$ to provide guidance reg>d+ det]m9ation ( ! am\nt describ$ 9 subsection 7a7 z appli$ 9 p>agraph 7#a7 h]e(1 & any necess>y & appropriate report+ by any p>tn]%ip to c>ry out ! purposes ( ?is section4 -- 7#c7 ,section #hc to n apply ,?is section %all be appli$ )\t reg>d to section #hc & any election 9 effect "u section #hc7;b74 7#d7 ,special rule ,to ! ext5t provid$ by ! ,secret>y1 subsection 7a7 %all n apply to income or ga9 attributable to any asset n held = portfolio inve/m5t on behalf ( ?ird p>ty inve/ors4 4 7b7 ,modifications relat$ to def9ition ( applicable p>tn]%ip int]e/ ,section #ajfa7;c7 is am5d$-- 7#a7 9 p>agraph 7#a71 by /rik+ to su* o!r entity & ins]t+ ) respect to a trade or bus9ess t is n an applicable trade or bus9ess1 7#b7 9 p>agraph 7#c71 by /rik+ an int]e/ 9 a p>tn]%ip to ! ext5t ( ! p>tn]%ip's proportionate int]e/ 9 any ( ! =ego+ & ins]t+ except z o!rwise provid$ by ! ,secret>y1 an int]e/ 9 a p>tn]%ip if su* p>tn]%ip has a direct or indirect int]e/ 9 any ( ! =ego+1 & 7#c7 9 p>agraph 7#d7-- 7,a7 by /rik+ ,! t]m & ins]t+ ,except z o!rwise provid$ by ! ,secret>y1 ! t]m1 & 7,b7 9 subp>agraph 7,a71 by /rik+ corporation & ins]t+ ,c corporation4 7c7 ,recognition ( ga9 on transf]s ( applicable p>tn]%ip int]e/s to unrelat$ p>ties ,section #ajfa7;d7 is am5d$ to read z foll[s3 7d7 ,transf] ( applicable p>tn]%ip int]e/ ,if a taxpay] transf]s any applicable p>tn]%ip int]e/1 ga9 %all be recogniz$ not)/&+ any o!r provision ( ?is subtitle4 4 7d7 ,regulations ,section #ajfa7;e7 is am5d$ by /rik+ ! p]iod at ! end & ins]t+ ! foll[+3 1 includ+ regulations or o!r guidance to-- 7#a7 to prev5t ! avoidance ( ! purposes ( ?is section1 includ+ ?r\gh ! di/ribution ( prop]ty by a p>tn]%ip & ?r\gh c>ry waiv]s1 & 7#b7 to provide = ! application ( ?is section to f9ancial in/rum5ts1 contracts or int]e/s 9 entities o!r ?an p>tn]%ips to ! ext5t necess>y or appropriate to c>ry out ! purposes ( ?is section4 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achaej4 ,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 on or 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 writt5 b9d+ contract :i* 0 9 effect on ,septemb] #ab1 #bjba1 & is n modifi$ 9 any mat]ial respect !reaft]4 #achaea4 ,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 ,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 #achaeb4 ,rules relat+ to common control 7a7 ,cl>ification ( trade or bus9ess ,section #eb7;b7 is am5d$ by add+ at ! end ! foll[+ new s5t5ce3 ,= 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;c74 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achaec4 ,wa% sales by relat$ p>ties2 wa% sales ( specifi$ assets 7a7 ,application ( wa% sale rules to relat$ p>ties ,section #ajia7;a7 is am5d$ by /rik+ ! taxpay] has acquir$ & ins]t+ ! taxpay] 7or a relat$ p>ty7 has acquir$4 7b7 ,modification ( basis adju/m5t rule to prev5t transf] ( losses to relat$ p>ties ,section #ajia7;d7 is am5d$ to read z foll[s3 7d7 ,adju/m5t to basis 9 case ( wa% sale ,if ! taxpay] 7or ! taxpay]'s sp\se7 acquires 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$74 7c7 ,relat$ p>ty ,section #ajia is am5d$ by add+ at ! end ! foll[+ new subsection3 7g7 ,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 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,e7 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,f7 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 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*ange4 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 4 7d7 ,wa% sale rules to apply ) respect to specifi$ assets 7#a7 ,specifi$ assets ,section #ajia1 z am5d$ by ! prec$+ provisions ( ?is section1 is am5d$ by add+ at ! end ! foll[+ new subsection3 7h7 ,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 ,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 sell any specifi$ assets4 4 7#b7 ,con=m+ am5dm5ts ,section #ajia is am5d$-- 7,a7 by /rik+ ! la/ s5t5ce ( subsection 7a71 7,b7 by /rik+ /ock or securities ea* place x appe>s & ins]t+ specifi$ assets1 & 7,c7 by /rik+ %>es ( ea* place x appe>s 9 subsections 7a71 7b71 & 7c74 7e7 ,exception = bus9ess ne$s & h$g+ transactions ,section #ajia1 z am5d$ by ! prec$+ provisions ( ?is section1 is am5d$ by add+ at ! end ! foll[+ new subsection3 7i7 ,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 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to sales & o!r dispositions aft] ,decemb] #ca1 #bjba4 #b ,tax increases = high-income individuals #achbja4 ,increase 9 top m>g9al individual income tax rate 7a7 ,re-e/abli%m5t ( #ci4f p]c5t rate bracket 7#a7 ,m>ri$ individuals fil+ jo9t returns & surviv+ sp\ses ,! table conta9$ 9 section #a7;j77#b77;,a7 is am5d$ by /rik+ ! la/ two r[s & ins]t+ ! foll[+3 ,ov] #djj1jjj b n ov] #dej1jjjia1cgi1 plus #ce ( ! excess ov] #djj1jjj ,ov] #dej1jjjajh1hgi1 plus #ci4f ( ! excess ov] #dej1jjj4 4 7#b7 ,heads ( h\seholds ,! table conta9$ 9 section #a7;j77#b77;,b7 is am5d$ by /rik+ ! la/ two r[s & ins]t+ ! foll[+3 ,ov] #bjj1jjj b n ov] #dbe1jjjdd1bih1 plus #ce ( ! excess ov] #bjj1jjj ,ov] #dbe1jjjabc1jdh1 plus #ci4f ( ! excess ov] #dbe1jjj4 4 7#c7 ,unm>ri$ individuals o!r ?an surviv+ sp\ses & heads ( h\seholds ,! table conta9$ 9 section #a7;j77#b77;,c7 is am5d$ by /rik+ ! la/ two r[s & ins]t+ ! foll[+3 ,ov] #bjj1jjj b n ov] #djj1jjjde1fhi4ej1 plus #ce ( ! excess ov] #bjj1jjj ,ov] #djj1jjjaae1fhi4ej1 plus #ci4f ( ! excess ov] #djj1jjj4 4 7#d7 ,m>ri$ individuals fil+ sep>ate returns ,! table conta9$ 9 section #a7;j77#b77;,d7 is am5d$ by /rik+ ! la/ two r[s & ins]t+ ! foll[+3 ,ov] #bjj1jjj b n ov] #bbe1jjjde1fhi4ej1 plus #ce ( ! excess ov] #bjj1jjj ,ov] #bbe1jjjed1dci4ej1 plus #ci4f ( ! excess ov] #bbe1jjj4 4 7#e7 ,e/ates & tru/s ,! table conta9$ 9 section #a7;j77#b77;,e7 is am5d$ by /rik+ ! la/ r[ & ins]t+ ! foll[+3 ,ov] #ab1ejjc1jaa4ej1 plus #ci4f ( ! excess ov] #ab1ejj4 4 7b7 ,application ( adju/m5ts ,section #a7;j77#c7 is am5d$ to read z foll[s3 7#c7 ,adju/m5ts ,= taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba1 ! ,secret>y %all prescribe tables :i* %all apply 9 lieu ( ! tables conta9$ 9 p>agraph 7#b7 9 ! same mann] z "u p>agraphs 7#a7 & 7#b7 ( subsection 7f7 7appli$ )\t reg>d to clauses 7i7 & 7ii7 ( subsection 7f77#b77;,a71 except t 9 prescrib+ su* tables-- 7,a7 except z provid$ 9 subp>agraph 7,b71 subsection 7f77#c7 %all be appli$ by sub/itut+ cal5d> ye> #bjag = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(1 7,b7 9 ! case ( adju/m5ts to ! doll> am\nts at :i* ! #ci4f p]c5t rate bracket beg9s 7o!r ?an su* doll> am\nt 9 p>agraph 7#b77;,e77-- 7i7 no adju/m5t %all be made = taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba1 & be=e ,janu>y #a1 #bjbc1 & 7ii7 9 ! case ( any taxable ye> beg9n+ aft] ,decemb] #ca1 #bjbb1 subsection 7f77#c7 %all be appli$ by sub/itut+ cal5d> ye> #bjba = cal5d> ye> #bjaf1 7,c7 subsection 7f77#g77;,b7 %all apply to any unm>ri$ individual o!r ?an a surviv+ sp\se1 & 7,d7 subsection 7f77#h7 %all n apply4 4 7c7 ,modification to #ci4f p]c5t rate bracket = high-income taxpay]s aft] #bjbe ,section #a7;i77#c7 is am5d$ to read z foll[s3 7#c7 ,modifications to #ci4f p]c5t rate bracket ,9 ! case ( taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbe-- 7,a7 ,9 g5]al ,! rate ( tax "u subsections 7a71 7b71 7c71 & 7d7 on a taxpay]'s taxable income 9 excess ( ! #ci4f p]c5t rate bracket ?re%old %all be tax$ at a rate ( #ci4f p]c5t4 7,b7 #ci4f p]c5t rate bracket ?re%old ,= purposes ( ?is p>agraph1 ! t]m #ci4f p]c5t rate bracket ?re%old means-- 7i7 9 ! case any taxpay] describ$ 9 subsection 7a71 #dej1jjj1 7ii7 9 ! case ( any taxpay] describ$ 9 subsection 7b71 #dbe1jjj1 7iii7 9 ! case ( any taxpay] describ$ 9 subsection 7c71 #djj1jjj1 & 7iv7 9 ! case ( any taxpay] describ$ 9 subsection 7d71 #bbe1jjj4 7,c7 ,inflation adju/m5t ,= purposes ( ?is p>agraph1 ) respect to taxable ye>s beg9n+ 9 cal5d> ye>s aft] #bjbe1 ea* ( ! doll> am\nts 9 subp>agraph 7,b7 %all be adju/$ 9 ! same mann] z "u p>agraph 7#a77;,c77i71 except t subsection 7f77#c77;,a77ii7 %all be appli$ by sub/itut+ #bjba = #bjaf4 4 7d7 ,con=m+ am5dm5ts 7#a7 ,section #a7;j77#a7 is am5d$ by /rik+ ,decemb] #ca1 #bjag & ins]t+ ,decemb] #ca1 #bjba4 7#b7 ,! head+ ( section #a7;j7 is am5d$ by /rik+ #bjah & ins]t+ #bjbb4 7#c7 ,! head+ ( section #a7;i7 is am5d$ by /rik+ ,rate r$uctions & ins]t+ ,modifications 7#d7 ,section #ae7;f7 is am5d$ by /rik+ rate r$uctions & ins]t+ modifications4 7e7 ,section #ae n to apply ,= rules provid+ t section #ae ( ! ,int]nal ,rev5ue ,code ( #aihf does n apply to ! am5dm5ts made by ?is section1 see sections #a7;j77#f7 & #ae7;f7 ( ! ,int]nal ,rev5ue ,code ( #aihf4 7f7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achbjb4 ,increase 9 capital ga9s rate = c]ta9 high income individuals 7a7 ,9 g5]al ,section #a7;h77#a77;,d7 is am5d$ by /rik+ #bj p]c5t & ins]t+ #be p]c5t4 7b7 ,re-alignm5t ( #be p]c5t capital ga9s rate ?re%old ) #ci4f p]c5t income tax rate ?re%old ,section #a7;j77#e7 is am5d$-- 7#a7 by /rik+ subp>agraphs 7,a7 & 7,b7 & ins]t+ ! foll[+ new subp>agraphs3 7,a7 ,9 g5]al ,section #a7;h77#a7 %all be appli$ by sub/itut+ bel[ ! maximum z]o rate am\nt = :i* w\ld 7)\t reg>d to ?is p>agraph7 be tax$ at a rate bel[ #be p]c5t 9 subp>agraph 7,b77i74 7,b7 ,maximum z]o rate am\nt def9$ ,= purposes ( apply+ section #a7;h7 ) ! modifications describ$ 9 subp>agraph 7,a71 ! maximum z]o rate am\nt %all be-- 7i7 9 ! case ( a jo9t return or surviv+ sp\se1 #gg1bjj1 7ii7 9 ! case ( an individual :o is a head ( h\sehold 7z def9$ 9 section #b7;b771 #ea1gjj1 7iii7 9 ! case ( any o!r individual 7o!r ?an an e/ate or tru/71 an am\nt equal to ( ! am\nt 9 effect = ! taxable ye> "u subclause 7,i71 & 7iv7 9 ! case ( an e/ate or tru/1 #b1fjj4 1 & 7#b7 by /rik+ ea* ( ! doll> am\nts 9 clauses 7i7 & 7ii7 9 subp>agraph 7,c7 & ins]t+ ea* doll> am\nt 9 clause 7i71 7ii71 or 7iv74 7c7 ,con=m+ am5dm5ts 7#a7 ,section #ee7;b77#c7 is am5d$ by /rik+ subp>agraph 7,d7 & r$esignat+ subp>agraph 7,e7 z subp>agraph 7,d74 7#b7 ,! foll[+ provisions are ea* am5d$ by /rik+ #bj p]c5t & ins]t+ #be p]c5t3 7,a7 ,section #eca4 7,b7 ,section #eda4 7,c7 ,section #adde7;e77#a74 7,d7 ,section #adde7;e77#f74 7,e7 ,! second s5t5ce ( section #geah7;g77#f77;,a74 7#c7 ,section #eceaa7;f77#b7 ( title #df1 ,unit$ ,/ates ,code1 is am5d$ to read z foll[s3 7#b7 ,maximum tax rate ,= t portion ( a nonqualifi$ )drawal made f ! capital ga9 acc\nt dur+ a taxable ye> to :i* section #a7;h7 ( su* ,code 7#bf ,u4,s4,c4 #a7;h77 applies1 ! tax rate us$ "u p>agraph 7#a77;,b7 may n exce$ #be p]c5t4 4 7d7 ,section #ae n to apply ,! am5dm5ts made by ?is section %all n be treat$ z a *ange 9 a rate ( tax = purposes ( section #ae ( ! ,int]nal ,rev5ue ,code ( #aihf4 7e7 ,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 end+ aft] ,septemb] #ac1 #bjba4 7#b7 ,re-alignm5t ( #be p]c5t capital ga9s rate ?re%old ) #ci4f p]c5t income tax rate ?re%old ,! am5dm5ts made by subsection 7b7 %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7#c7 ,)hold+ "u sections #adde & #addf ,! am5dm5ts made by subp>agraphs 7,c7 & 7,d7 ( subsection 7c77#b7 %all apply to dispositions aft] ! date ( ! enactm5t ( ?is ,act4 7f7 ,transitional rules = taxable ye>s :i* include ,septemb] #ac1 #bjba 7#a7 ,9 g5]al ,= purposes ( apply+ section #a7;h7 ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to any taxable ye> :i* includes ,septemb] #ac1 #bjba1 ! am\nt det]m9$ "u subp>agraph 7,d7 ( section #a7;h77#a7 ( su* ,code %all be ! sum (-- 7,a7 #bj p]c5t ( ! less] (-- 7i7 ! am\nt on :i* a tax is det]m9$ "u su* subp>agraph 7,d7 7)\t reg>d to ?is subsection71 or 7ii7 ! am\nt 7if any7 ( net capital ga9 det]m9$ by tak+ into acc\nt only divid5ds1 ga9s1 & losses = ! portion ( ! taxable ye> on or be=e ,septemb] #ac1 #bjba 7det]m9$ )\t reg>d to collectibles ga9 or loss1 ga9 describ$ 9 section #a7;h77#f77;,a77i7 ( su* ,code1 & section #abjb ga971 plus-- 7,b7 #be p]c5t ( ! excess 7if any7 ( ! am\nt describ$ 9 subp>agraph 7,a77i7 ov] ! am\nt describ$ 9 subp>agraph 7,a77ii74 7#b7 ,special rule = b9d+ contracts ent]$ into prior to ,septemb] #ac1 #bjba ,= purposes ( p>agraph 7#a71 a ga9 recogniz$ 9 ! taxable ye> t includes ,septemb] #ac1 #bjba1 %all be treat$ z be+ ) respect to ! portion ( su* taxable ye> on or be=e su* date if su* ga9 arises f a transaction :i* occurs pursuant to a writt5 b9d+ contract ent]$ into on or be=e su* date 7& :i* is n modifi$ !reaft] 9 any mat]ial respect74 7#c7 ,alt]native m9imum tax ,rules simil> to ! rules ( p>agraph 7#a7 %all apply = purposes ( apply+ section #ee7;b77#c7 ( su* ,code4 7#d7 ,application to pass-?ru entities ,9 apply+ ?is subsection ) respect to any pass-?ru entity1 ! det]m9ation ( :5 divid5ds1 ga9s1 & losses are prop]ly tak5 into acc\nt %all be made at ! entity level4 7#e7 ,def9itions ( c]ta9 t]ms ,t]ms us$ 9 ?is subsection :i* are also us$ 9 section #a7;h7 ( su* ,code %all h ! respective mean+s t su* t]ms h 9 su* section4 #achbjc4 ,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 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 ,wages subject to ,,fica n tak5 into acc\nt ,section #adaa7;c77#f7 is am5d$ by ins]t+ or wages receiv$ ) respect to employm5t on :i* a tax is impos$ "u section #caja7;b7 be=e ! p]iod at ! end4 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 ( di/ributions ( am\nts previ\sly includ$ 9 gross income = purposes ( *apt] #a b n previ\sly subject to tax "u ?is section4 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 #achbjd4 ,limitation on d$uction ( qualifi$ bus9ess income = c]ta9 high income individuals 7a7 ,9 g5]al ,section #aii;,a7a7 is am5d$ by /rik+ or at ! end ( p>agraph 7#a71 by /rik+ ! p]iod at ! end ( p>agraph 7#b7 & ins]t+ 1 or1 & by add+ at ! end ! foll[+ new p>agraph3 7#c7 ! foll[+ am\nt3 7,a7 #ejj1jjj 9 ! case ( a jo9t return or surviv+ sp\se 7z def9$ 9 section #b7;a771 7,b7 #djj1jjj 9 ! case ( any taxpay] n describ$ 9 subp>agraph 7,a71 7,c71 or 7,d71 7,c7 #bej1jjj 9 ! case ( a m>ri$ individual fil+ a sep>ate return1 or 7,d7 #aj1jjj 9 ! case ( an e/ate or tru/4 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achbje4 ,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 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbj4 #achbjf4 ,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 #c p]c5t ( s mu* ( ! modifi$ adju/$ gross income ( ! taxpay] z exce$s-- 7#a7 #e1jjj1jjj1 9 ! case ( any taxpay] n describ$ 9 p>agraph 7#b7 or 7#c71 7#b7 #b1ejj1jjj1 9 ! case ( a m>ri$ individual fil+ a sep>ate return1 & 7#c7 #ajj1jjj1 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;d774 ,9 ! case ( an e/ate or tru/1 adju/$ gross income %all be det]m9$ z provid$ 9 section #fg7;e74 7c7 ,special rules 7#a7 ,nonresid5t ali5 ,9 ! case ( a nonresid5t ali5 individual1 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 ,! doll> am\nt applicable to any taxpay] "u p>agraph 7#a71 7#b71 or 7#c7 ( subsection 7a7 7z ! case may be7 %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$it "u ?is *apt] or = purposes ( section #ee4 4 7b7 ,cl]ical am5dm5t ,! table ( sections = "p ,i ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] ! item relat+ to section #a ! foll[+ new item3 ,sec4 #a;,a4 ,sur*>ge on high income individuals4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achbjg4 ,t]m9ation ( tempor>y increase 9 unifi$ cr$it 7a7 ,9 g5]al ,section #bjaj7;c77#c7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ subp>agraph 7,c74 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to e/ates ( dec$5ts dy+ & gifts made aft] ,decemb] #ca1 #bjba4 #achbjh4 ,increase 9 limitation on e/ate tax valuation r$uction = c]ta9 real prop]ty us$ 9 f>m+ or o!r trades or bus9esses 7a7 ,9 g5]al ,section #bjcb;,a7a77#b7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ #gej1jjj & ins]t+ #aa1gjj1jjj4 7b7 ,inflation adju/m5t ,section #bjcb;,a7a77#c7 ( su* ,code is am5d$-- 7#a7 by /rik+ #gej1jjj bo? places x appe>s & ins]t+ #aa1gjj1jjj1 7#b7 by /rik+ #aiih 9 ! matt] prec$+ subp>agraph 7,a7 & ins]t+ #bjba1 & 7#c7 by /rik+ #aiig 9 subp>agraph 7,b7 & ins]t+ #bjbj4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to ! e/ates ( dec$5ts dy+ aft] ,decemb] #ca1 #bjba4 #achbji4 ,c]ta9 tax rules applicable to grantor tru/s 7a7 ,application ( transf] taxes 7#a7 ,9 g5]al ,subtitle ,b ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new *apt]3 #af ,special ,rules = ,grantor ,tru/s ,sec4 #bija4 ,application ( transf] taxes4 #bija4 ,application ( transf] taxes 7a7 ,9 g5]al ,9 ! case ( any portion ( a tru/ ) respect to :i* ! grantor is ! deem$ own]-- 7#a7 ! value ( ! gross e/ate ( ! deceas$ deem$ own] ( su* portion %all include all assets attributable to t portion at ! "t ( ! dea? ( su* own]1 7#b7 any di/ribution 7o!r ?an to ! deem$ own] or ! deem$ own]'s sp\se7 f su* portion to "o or m b5efici>ies dur+ ! life ( ! deem$ own] ( su* portion 7o!r ?an 9 dis*>ge ( an obligation ( ! deem$ own]7 %all be treat$ z a transf] by gift = purposes ( *apt] #ab1 7#c7 if at any "t dur+ ! life ( ! deem$ own] ( su* portion1 su* own] ceases to be treat$ z ! own] ( su* portion "u subp>t ,e ( "p #a ( sub*apt] ,j ( *apt] #a1 all assets attributable to su* portion at su* "t %all be treat$ = purposes ( *apt] #ab z a transf] by gift made by ! deem$ own]1 & 7#d7 prop] adju/m5t %all be made ) respect to am\nts s includ$ 9 ! gross e/ate1 or treat$ z transf]r$ by gift1 pursuant to p>agraph 7#a71 7#b71 or 7#c71 z ! case may be1 to acc\nt = am\nts treat$ previ\sly z taxable gifts "u *apt] #ab ) respect to previ\s transf]s to ! tru/ by ! deem$ own]4 7b7 ,exceptions ,?is section %all n apply to any tru/ t is includible 9 ! gross e/ate ( ! deem$ own] 7)\t reg>d to subsection 7a77#a774 7c7 ,deem$ own] def9$ ,= purposes ( ?is *apt]1 ! t]m deem$ own] means any p]son :o is treat$ z ! own] ( a portion ( a tru/ "u subp>t ,e ( "p #a ( sub*apt] ,j ( *apt] #a4 4 7#b7 ,cross-ref]5ce ,section #beaa ( su* ,code is am5d$ by add+ at ! end ! foll[+ new subsection3 7c7 ,cross-ref]5ce ,= treatm5t ( transf]s to grantor tru/s1 see section #bija4 4 7#c7 ,cl]ical am5dm5t ,! table ( *apt]s = subtitle ,b ( su* ,code is am5d$ by add+ at ! end ! foll[+ new item3 ,*apt] #af4 ,special ,rules = ,grantor ,tru/s 4 7b7 ,c]ta9 sales to grantor tru/ 7#a7 ,9 g5]al ,"p ,,iv ( sub*apt] ,o ( *apt] #a ( su* ,code is am5d$ by r$esignat+ section #ajfb z section #ajfc & ins]t+ aft] section #ajfa ! foll[+ new section3 #ajfb4 ,c]ta9 sales betwe5 grantor tru/ & deem$ own] 7a7 ,9 g5]al ,9 ! case ( any transf] ( prop]ty betwe5 a tru/ & ! a p]son :o is ! deem$ own] ( ! tru/ 7or portion !re(71 su* treatm5t ( ! p]son z ! own] ( ! tru/ %all be disreg>d$ 9 det]m9+ :e!r ! transf] is a sale or ex*ange = purposes ( ?is *apt]4 7b7 ,exception ,subsection 7a7 %all n apply to any tru/ t is fully revocable by ! deem$ own]4 7c7 ,deem$ own] ,= purposes ( ?is section1 ! t]m deem$ own] means any p]son :o is treat$ z ! own] ( a portion ( a tru/ "u subp>t ,e ( "p #a ( sub*apt] ,j4 4 7#b7 ,relat$ taxpay]s ,section #bfg7;b7 is am5d$ by /rik+ or at ! end ( p>agraph 7#ab71 by /rik+ ! p]iod at ! end ( p>agraph 7#ac7 & ins]t+ 2 or1 & by add+ at ! end ! foll[+ new p>agraph3 7#ad7 ,a grantor tru/ & ! p]son treat$ z ! own] ( ! tru/ 7or portion !re(7 "u subp>t ,e ( "p #a ( sub*apt] ,j ( ?is *apt]4 4 7#c7 ,cl]ical am5dm5t ,! table ( sections = "p ,,iv ( sub*apt] ,o ( *apt] #a ( su* ,code is am5d$ by /rik+ ! item relat+ to section #ajfb & ins]t+ ! foll[+ new items3 ,sec4 #ajfb4 ,c]ta9 sales to grantor tru/s4 ,sec4 #ajfc4 ,cross ref]5ces4 4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply-- 7#a7 to tru/s creat$ on or aft] ! date ( ! enactm5t ( ?is ,act1 & 7#b7 to any portion ( a tru/ e/abli%$ be=e ! date ( ! enactm5t ( ?is ,act :i* is attributable to a contribution made on or aft] su* date4 #achbaj4 ,valuation rules = c]ta9 transf]s ( nonbus9ess assets 7a7 ,9 g5]al ,section #bjca ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by r$esignat+ subsection 7d7 z subsection 7f7 & by ins]t+ aft] subsection 7c7 ! foll[+ new subsections3 7d7 ,valuation rules = c]ta9 transf]s ( nonbus9ess assets ,= purposes ( ?is *apt] & *apt] #ab-- 7#a7 ,9 g5]al ,9 ! case ( ! transf] ( any int]e/ 9 an entity o!r ?an an int]e/ :i* is actively trad$ 7)9 ! mean+ ( section #ajib7-- 7,a7 ! value ( any nonbus9ess assets held by ! entity ) respect to su* int]e/ %all be det]m9$ z if ! transf]or _h transf]r$ su* assets directly to ! transf]ee 7& no valuation disc\nt %all be all[$ ) respect to su* nonbus9ess assets71 & 7,b7 su* nonbus9ess assets %all n be tak5 into acc\nt 9 det]m9+ ! value ( ! int]e/ 9 ! entity4 7#b7 ,nonbus9ess assets ,= purposes ( ?is subsection-- 7,a7 ,9 g5]al ,! t]m nonbus9ess asset means any passive asset :i*-- 7i7 is held = ! production or collection ( income1 & 7ii7 is n us$ 9 ! active conduct ( a trade or bus9ess4 7,b7 ,passive assets us$ 9 active conduct ( trade or bus9ess ,except z provid$ 9 subp>agraph 7,c71 a passive asset %all n be treat$ = purposes ( subp>agraph 7,a7 z us$ 9 ! active conduct ( a trade or bus9ess unless-- 7i7 ! asset is prop]ty describ$ 9 p>agraph 7#a7 or 7#d7 ( section #abba7;a7 or is a h$ge ) respect to su* prop]ty1 or 7ii7 ! asset is real prop]ty us$ 9 ! active conduct ( #a or m real prop]ty trades or bus9esses 7)9 ! mean+ ( section #dfi7;c77#g77;,c77 9 :i* ! transf]or mat]ially p>ticipates & ) respect to :i* ! transf]or meets ! requirem5ts ( section #dfi7;c77#g77;,b77ii74 ,= purposes ( clause 7ii71 mat]ial p>ticipation %all be det]m9$ "u ! rules ( section #dfi7;h71 except t section #dfi7;h77#c7 %all be appli$ )\t reg>d to ! limitation to f>m+ activity4 7,c7 ,exception = work+ capital ,any passive asset :i* is held z a "p ( ! reasonably requir$ work+ capital ne$s ( a trade or bus9ess %all be treat$ z us$ 9 ! active conduct ( a trade or bus9ess4 7#c7 ,passive asset ,= purposes ( ?is subsection1 ! t]m passive asset means any-- 7,a7 ca% or ca% equival5ts1 7,b7 except to ! ext5t provid$ by ! ,secret>y1 /ock 9 a corporation or any o!r equity1 pr(its1 or capital int]e/ 9 a p>tn]%ip1 7,c7 evid5ce ( indebt$ness1 option1 =w>d or futures contract1 notional pr9cipal contract1 or d]ivative1 7,d7 asset describ$ 9 clause 7iii71 7iv71 or 7v7 ( section #cea7;e77#a77;,b71 7,e7 annuity1 7,f7 real prop]ty1 7,g7 asset 7o!r ?an a pat5t1 tradem>k1 or copyright7 :i* produces royalty income1 7,h7 commodity1 7,i7 collectible 7)9 ! mean+ ( section #djh7m771 7,j7 p]sonal prop]ty 7z def9$ 9 section #ajib7;d77#a77 or position 9 p]sonal prop]ty 7)9 ! mean+ ( section #ajib7;d77#b771 or 7,k7 o!r asset specifi$ 9 regulations prescrib$ by ! ,secret>y4 7#d7 ,look-?ru rules 7,a7 ,9 g5]al ,if a passive asset ( an entity consi/s ( a #aj-p]c5t int]e/ 9 any o!r entity1 ?is subsection %all be appli$ by disreg>d+ ! #aj-p]c5t int]e/ & by treat+ ! entity z hold+ directly its ratable %>e ( ! assets ( ! o!r entity4 ,?is subp>agraph %all be appli$ successively to any #aj-p]c5t int]e/ ( su* o!r entity 9 any o!r entity4 7,b7 #aj-p]c5t int]e/ ,! t]m #aj-p]c5t int]e/ means-- 7i7 9 ! case ( an int]e/ 9 a corporation1 own]%ip ( at lea/ #aj p]c5t 7by vote or value7 ( ! /ock 9 su* corporation1 7ii7 9 ! case ( an int]e/ 9 a p>tn]%ip1 own]%ip ( at lea/ #aj p]c5t ( ! capital or pr(its int]e/ 9 ! p>tn]%ip1 & 7iii7 9 any o!r case1 own]%ip ( at lea/ #aj p]c5t ( ! b5eficial int]e/s 9 ! entity4 ,= purposes ( ! prec$+ s5t5ce1 ! rules prescrib$ by section #cah7;a7 %all apply4 7#e7 ,coord9ation ) subsection 7b7 ,subsection 7b7 %all apply aft] ! application ( ?is subsection4 7#f7 ,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 ?is subsection1 includ+ regulations or o!r guidance to-- 7,a7 det]m9e :e!r a passive asset is us$ 9 ! active conduct ( a trade or bus9ess1 9 addition to ! in/ances describ$ 9 p>agraph 7#b77;,b71 & 7,b7 det]m9e :e!r a passive asset is held z a "p ( ! reasonably requir$ work+ capital ne$s ( a trade or bus9ess "u p>agraph 7#b77;,c74 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to transf]s aft] ! date ( ! enactm5t ( ?is ,act4 #c ,modifications ( rules relat+ to retirem5t plans ,a ,limitations on high-income taxpay]s ) l>ge retirem5t acc\nt balances #achcja4 ,contribution limit = individual retirem5t plans ( high-income taxpay]s ) l>ge acc\nt balances 7a7 ,contribution limit 7#a7 ,9 g5]al ,subp>t ,a ( "p ,i ( sub*apt] ,d ( *apt] #a is am5d$ 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] = a taxable ye>1 no annual additions :i* are allocable to 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 #djb;,a7c77#c77;,a71 #djc7;a77#d71 #djc7;b77#h71 #djh7;d77#c77;,a71 #djh;,a7e77#a71 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] ^: adju/$ taxable 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 ,adju/$ taxable income ,! t]m adju/$ taxable income means taxable income det]m9$ )\t reg>d to-- 7i7 any d$uction = annual additions to individual retirem5t plans to :i* subsection 7a7 applies1 & 7ii7 any increase 9 m9imum requir$ di/ributions by reason ( section #digd7;e74 7#e7 ,adju/m5ts = inflation 7,a7 ,9 g5]al ,9 ! case ( any taxable ye> beg9n+ aft] #bjbb1 ea* ( ! doll> am\nts "u p>agraph 7#b7 & p>agraph 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> #bjba = cal5d> ye> #aiib 9 subp>agraph 7,b7 !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 ( #bej1jjj1 & 7ii7 9 ! case ( a doll> am\nt "u p>agraph 7#d71 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 limitation on contributions to individual retirem5t plans ) l>ge acc\nt balances1 see sections #djb;,a7c77#c77;,a7 & #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 contributions ) respect to any taxable ye> means ! 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 #djb;,a7c77#c77;,a71 #djc7;a77#d71 #djc7;b77#h71 #deg7;e77#af71 #djh7;d77#c71 or #djh;,a7d77#c71 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 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>y :i* includes-- 7i7 ! "n & id5tify+ numb] ( ea* su* p>ticipant 7)\t reg>d to :e!r su* p>ticipant has sep>at$ f employm5t71 & 7ii7 ! am\nt to :i* ea* su* p>ticipant is entitl$4 7,b7 ,inclusion 9 regi/ration /atem5t ,if bo? subp>agraph 7,a7 & p>agraph 7#a7 apply to a plan1 ! plan adm9i/rator %all include ! in=mation requir$ "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] #bjbb1 ! #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> #bjba = cal5d> ye> #aiib 9 subp>agraph 7,b7 !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 #bjba4 7#b7 ,plan requirem5ts ,! am5dm5ts made by subsection 7c7 %all apply to plan ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #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$ f4 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 ,if any payee to :i* ?is subsection applies = any taxable ye> 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 securities m>ket1 ! increase 9 m9imum requir$ di/ributions by reason ( ?is subsection %all be allocat$-- 7,i7 fir/ to all acc\nt balances 7o!r ?an su* portions7 ( ! payee 9 all applicable retirem5t plans 9 ! mann] provid$ by ?is subp>agraph 7)\t reg>d to ?is clause71 & 7,,ii7 !n to su* portions 9 su* mann] z ! taxpay] *ooses4 ,! ,secret>y %all prescribe regulations :i* provide t if any su* increase is allocat$ to any su* portion ( an acc\nt balance = ! fir/ taxable ye> ( ! payee beg9n+ 9 #bjbb1 ! payee may elect to h su* portion di/ribut$ ov] a p]iod ( ye>s n great] ?an ! p]iod specifi$ by ! ,secret>y 9 su* regulations 7& any di/ributions made 9 accordance ) su* election %all be treat$ = purposes ( ?is section z made 9 su* fir/ taxable ye>74 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 ,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 ,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 4 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 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 ! plan 9 su* am\nt z ! employee 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 #bjba4 7#b7 ,plan requirem5ts ,! am5dm5ts made by subsection 7b7 %all apply to plan ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7d7 ,provisions relat+ to plan am5dm5ts 7#a7 ,9 g5]al ,if ?is subsection applies to any plan or contract am5dm5t1 su* plan or contract %all be treat$ z be+ op]at$ 9 accordance ) ! t]ms ( ! plan dur+ ! p]iod describ$ 9 p>agraph 7#b77;,b77i74 7#b7 ,am5dm5ts to :i* subsection applies 7,a7 ,9 g5]al ,?is subsection %all apply to any am5dm5t to any plan or annuity contract :i* is made-- 7i7 pursuant to any am5dm5t made by ?is section or pursuant to any regulation issu$ by ! ,secret>y ( ! ,treasury "u ?is section or su* am5dm5ts1 & 7ii7 on or be=e ! la/ day ( ! fir/ plan ye> beg9n+ aft] ,decemb] #ca1 #bjbb1 or su* lat] date z ! ,secret>y ( ! ,treasury may prescribe4 ,9 ! case ( a gov]nm5tal or collectively b>ga9$ plan to :i* subp>agraph 7,b7 or 7,c7 ( subsection 7a77#d7 applies1 clause 7ii7 %all be appli$ by sub/itut+ ! date :i* is #b ye>s aft] ! date o!rwise appli$ "u su* clause4 7,b7 ,conditions ,?is subsection %all n apply to any am5dm5t unless-- 7i7 dur+ ! p]iod-- 7,i7 beg9n+ on ! date ! legislative or regulatory am5dm5t describ$ 9 p>agraph 7#a77;,a7 takes effect 7or 9 ! case ( a plan or contract am5dm5t n requir$ by su* legislative or regulatory am5dm5t1 ! effective date specifi$ 9 su* am5dm5t71 & 7,,ii7 end+ on ! date describ$ 9 subp>agraph 7,a77ii7 7or1 if e>li]1 ! date ! plan or contract am5dm5t is adopt$71 ! plan or contract is op]at$ z if su* plan or contract am5dm5t 7 9 effect2 & 7ii7 su* plan or contract am5dm5t applies retroactively = su* p]iod4 ,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 ,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 ,prohibition ( ,,ira inve/m5ts condition$ on acc\nt hold]'s /atus 7a7 ,9 g5]al ,subsection 7a7 ( section #djh is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#g7 ,no "p ( ! tru/ funds w be inve/$ 9 any security if ! issu] ( su* security 7or any o!r p]son specifi$ by ! ,secret>y7 requires ! individual on ^: behalf ! tru/ is ma9ta9$ to make a repres5tation to ! issu] or su* o!r p]son t su* individual-- 7,a7 has a specifi$ m9imum am\nt ( income or assets1 7,b7 has complet$ a specifi$ m9imum level ( education1 or 7,c7 holds a specific lic5se or cr$5tial4 4 7b7 ,loss ( exemption ( acc\nt ,p>agraph 7#b7 ( section #djh7;e7 is am5d$-- 7#a7 by /rik+ ea* place x appe>s 9 subp>agraph 7,a7 & ins]t+ ma9ta9$1 7#b7 by r$esignat+ subp>agraph 7,b7 z subp>agraph 7,c71 7#c7 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$1 ! inve/m5t ( any "p ( ! funds ( su* individual retirem5t acc\nt does n comply ) subsection 7a77#g71 su* acc\nt ceases to be an individual retirem5t acc\nt z ( ! fir/ day ( su* taxable ye>4 ,rules simil> to ! rules ( clauses 7i7 & 7ii7 ( subp>agraph 7,a7 %all apply = purposes ( ?is subp>agraph4 1 7#d7 by /rik+ :]e employee engages 9 prohibit$ transaction 9 ! head+ & ins]t+ 9 case ( c]ta9 prohibit$ transactions & inve/m5ts1 7#e7 by /rik+ ,9 g5]al 9 ! head+ ( subp>agraph 7,a7 & ins]t+ ,employee engag+ 9 prohibit$ transaction1 & 7#f7 by /rik+ 7,a7 9 subp>agraph 7,c71 z s r$esignat$1 & ins]t+ 7,a7 or 7,b74 7c7 ,con=m+ am5dm5ts 7#a7 ,p>agraph 7#a7 ( section #djh7;c7 is am5d$ by /rik+ 7#a7 ?r\gh 7#f7 & ins]t+ 7#a7 ?r\gh 7#g74 7#b7 ,p>agraph 7#c7 ( section #dige7;c7 is am5d$-- 7,a7 /rik+ & ins]t+ ma9ta9$1 7,b7 by /rik+ transaction bo? places x appe>s & ins]t+ transaction or inve/m5t1 & 7,c7 by /rik+ section #djh7;e77#b77;,a7 & ins]t+ subp>agraph 7,a7 or 7,b7 ( section #djh7;e77#b74 7d7 ,effective dates 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 ! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7#b7 ,special rule = exi/+ inve/m5ts ,if1 on ! date ( ! enactm5t ( ?is ,act1 an individual retirem5t acc\nt holds an inve/m5t prohibit$ "u section #djh7;a77#g7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by subsection 7a771 ! am5dm5ts made by ?is section %all apply to su* inve/m5t = taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbc4 #achcac4 ,/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$74 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxes ) respect to :i* ! #c-ye> p]iod "u section #feja7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7)\t reg>d to ! am5dm5t made by ?is section7 ends aft] ,decemb] #ca1 #bjba4 #achcad4 ,prohibition ( inve/m5t ( ,,ira assets 9 entities 9 :i* ! own] has a sub/antial int]e/ 7a7 ,9 g5]al ,subsection 7a7 ( section #djh1 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,no "p ( ! tru/ funds w be inve/$ 9 a corporation1 p>tn]%ip or o!r un9corporat$ ent]prise1 or tru/ or e/ate if-- 7,a7 9 ! case ( an entity ) respect to :i* int]e/s describ$ 9 clause 7i71 7ii71 or 7iii7 are n readily tradable on an securities m>ket1 #aj p]c5t or m (-- 7i7 ! comb9$ vot+ p[] ( all classes ( /ock entitl$ to vote or ! total value ( %>es ( all classes ( /ock ( su* corporation1 7ii7 ! capital int]e/ or pr(its int]e/ ( su* p>tn]%ip or ent]prise1 or 7iii7 ! b5eficial int]e/ ( su* tru/ or e/ate1 is own$ 7directly or indirectly7 or held by ! individual on ^: behalf ! tru/ is ma9ta9$1 or 7,b7 ! individual on ^: behalf ! tru/ is ma9ta9$ is an (fic] or director 7or an individual hav+ p[]s or responsibilities simil> to (fic]s or directors7 ( su* corporation1 p>tn]%ip1 or o!r un9corporat$ ent]prise4 ,= purposes ( subp>agraph 7,a71 ! con/ructive own]%ip rules ( p>agraphs 7#d7 & 7#e7 ( section #dige7;e7 %all apply1 & any asset or int]e/ held by ! tru/ %all be treat$ z held by ! individual describ$ 9 su* subp>agraph4 4 7b7 ,loss ( exemption ( acc\nt ,subp>agraph 7,b7 ( section #djh7;e77#b71 z add$ by ?is ,act1 is am5d$ by /rik+ 7a77#g7 & ins]t+ 7a77#g7 or 7a77#h74 7c7 ,con=m+ am5dm5t ,p>agraph 7#a7 ( section #djh7;c71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by /rik+ 7#a7 ?r\gh 7#g7 & ins]t+ 7#a7 ?r\gh 7#h74 7d7 ,effective dates 7#a7 ,9 g5]al ,except z provid$ 9 p>agraph 7#b71 ! am5dm5ts made by ?is section %all apply to inve/m5ts made 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 7#b7 ,special rule = exi/+ inve/m5ts ,if1 on ! date ( ! enactm5t ( ?is ,act1 an individual retirem5t acc\nt holds an inve/m5t prohibit$ "u section #djh7;a77#h7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by subsection 7a771 ! am5dm5ts made by ?is section %all apply to su* inve/m5t = taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbc4 #achcae4 ,,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+ am5dm5ts 7#a7 ,subp>agraph 7,a7 ( section #djh7;e77#b71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ 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 7#b7 ,subp>agraph 7,b7 ( section #djh7;e77#b71 z add$ by ?is ,act1 is am5d$ by /rik+ ! la/ s5t5ce4 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 ,fund+ ( ! ,int]nal ,rev5ue ,s]vice ,9 addition to am\nts o!rwise available1 !re are appropriat$ = fiscal ye> #bjbb1 out ( any money 9 ! ,treasury n o!rwise appropriat$3 7#a7 #gh1ice1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = necess>y exp5ses = ! ,int]nal ,rev5ue ,s]vice 7,,irs7 = /r5g!n+ tax en=cem5t activities & increas+ volunt>y compliance1 exp&+ audits & o!r en=cem5t activities1 & mod]niz+ in=mation te*nology to effectively support en=cem5t activities1 except t no use ( ^! funds is int5d$ to increase taxes on any taxpay] ) taxable income bel[ #djj1jjj2 7#b7 #daj1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = necess>y exp5ses = ! ,treasury ,inspector ,g5]al = ,tax ,adm9i/ration to provide ov]sight ( ! ,,irs1 includ+ ensur+ t taxpay] privacy is protect$ & t no undue burd5 is impos$ on small bus9esses f ,,irs en=cem5t activities2 & 7#c7 #aeg1jjj1jjj1 to rema9 available until ,septemb] #cj1 #bjca1 = ! ,tax ,c\rt = adjudicat+ tax disputes4 #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$s #bjj be=e ! comma at ! end4 #achdjc4 ,limitation on d$uction = qualifi$ cons]vation contributions made by pass-?r\gh entities1 etc 7a7 ,9 g5]al ,section #agj7;h7 is am5d$ by add+ at ! end ! foll[+ new p>agraphs3 7#g7 ,limitation on d$uction = qualifi$ cons]vation contributions made by pass-?r\gh entities 7,a7 ,9 g5]al ,a contribution by a p>tn]%ip 7:e!r directly or z a di/ributive %>e ( a contribution ( ano!r p>tn]%ip7 %all n be treat$ z a qualifi$ cons]vation contribution = purposes ( ?is section if ! am\nt ( su* contribution exce$s #b4e times ! sum ( ea* p>tn]'s relevant basis 9 su* p>tn]%ip4 7,b7 ,relevant basis ,= purposes ( ?is p>agraph-- 7i7 ,9 g5]al ,! t]m relevant basis means1 ) respect to any p>tn]1 ! portion ( su* p>tn]'s modifi$ basis 9 ! p>tn]%ip :i* is allocable 7"u rules simil> to ! rules ( section #gee7 to ! portion ( ! real prop]ty ) respect to :i* ! contribution describ$ 9 subp>agraph 7,a7 is made4 7ii7 ,modifi$ basis ,! t]m modifi$ basis means1 ) respect to any p>tn]1 su* p>tn]'s adju/$ basis 9 ! p>tn]%ip z det]m9$-- 7,i7 imm$iately be=e ! contribution describ$ 9 subp>agraph 7,a71 7,,ii7 )\t reg>d to section #geb1 & 7,,iii7 by ! p>tn]%ip aft] tak+ into acc\nt ! adju/m5ts describ$ 9 subclauses 7,i7 & 7,,ii7 & su* o!r adju/m5ts z ! ,secret>y may provide4 7,c7 ,exception = contributions outside #c-ye> hold+ p]iod ,subp>agraph 7,a7 %all n apply to any contribution :i* is made at lea/ #c ye>s aft] ! late/ (-- 7i7 ! la/ date on :i* ! p>tn]%ip t made su* contribution acquir$ any portion ( ! real prop]ty ) respect to :i* su* contribution is made1 7ii7 ! la/ date on :i* any p>tn] 9 ! p>tn]%ip t made su* contribution acquir$ any int]e/ 9 su* p>tn]%ip1 & 7iii7 if ! int]e/ 9 ! p>tn]%ip t made su* contribution is held ?r\gh "o or m p>tn]%ips-- 7,i7 ! la/ date on :i* any su* p>tn]%ip acquir$ any int]e/ 9 any o!r su* p>tn]%ip1 & 7,,ii7 ! la/ date on :i* any p>tn] 9 any su* p>tn]%ip acquir$ any int]e/ 9 su* p>tn]%ip4 7,d7 ,exception = family p>tn]%ips 7i7 ,9 g5]al ,subp>agraph 7,a7 %all n apply ) respect to any contribution made by any p>tn]%ip if sub/antially all ( ! p>tn]%ip int]e/s 9 su* p>tn]%ip are held1 directly or indirectly1 by an individual & memb]s ( ! family ( su* individual4 7ii7 ,memb]s ( ! family ,= purposes ( ?is subp>agraph1 ! t]m memb]s ( ! family means1 ) respect to any individual-- 7,i7 ! sp\se ( su* individual1 & 7,,ii7 any individual :o be>s a relation%ip to su* individual :i* is describ$ 9 subp>agraphs 7,a7 ?r\gh 7,g7 ( section #aeb7;d77#b74 7,e7 ,application to o!r pass-?r\gh entities ,except z may be o!rwise 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,f7 ,regulations ,! ,secret>y %all prescribe 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-- 7i7 to require report+1 includ+ report+ relat$ to ti]$ p>tn]%ips & ! modifi$ basis ( p>tn]s1 & 7ii7 to prev5t ! avoidance ( ! purposes ( ?is p>agraph4 7#h7 ,notice ( c]ta9 failures 7,a7 ,9 g5]al ,if a donor is f\nd by ! ,secret>y to h fail$ to meet ! requirem5t t a qualifi$ cons]vation contribution %all be grant$ & protect$ 9 p]petuity by reason ( defective language 9 ! de$ relat+ to prop]ty l9e adju/m5ts or ext+ui%m5t clauses1 ! donor %all h #ij days f ! writt5 notice by ! ,secret>y to correct su* failure1 unless ! ,secret>y c demon/rate t ! donor's failure to meet ^? requirem5ts 0 int5tional4 7,b7 ,exception ,subp>agraph 7,a7 %all n apply to any reportable transaction or any contribution t is n treat$ z a qualifi$ cons]vation contribution by reason ( p>agraph 7#g74 4 7b7 ,application ( accuracy-,relat$ p5alties 7#a7 ,9 g5]al ,section #fffb7;b7 is am5d$ by ins]t+ aft] p>agraph 7#i7 ! foll[+ new p>agraph3 7#aj7 ,any disall[ance ( a d$uction by reason ( section #agj7;h77#g74 4 7#b7 ,treatm5t z gross valuation mis/atem5t ,section #fffb7;h77#b7 is am5d$ 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 disall[ance ( a d$uction describ$ 9 subsection 7b77#aj74 4 7#c7 ,no reasonable cause exception ,section #fffd7;c77#b7 is am5d$ by ins]t+ or to any disall[ance ( a d$uction describ$ 9 section #fffb7;b77#aj7 be=e ! p]iod at ! end4 7#d7 ,approval ( assessm5t n requir$ ,section #fgea7;b77#b77;,a7 is am5d$ by /rik+ subsection 7b77#i7 & ins]t+ p>agraph 7#i7 or 7#aj7 ( subsection 7b74 7c7 ,application ( /atute ( limitations on assessm5t & collection 7#a7 ,ext5sion = c]ta9 adju/m5ts made "u prior law ,9 ! case ( any disall[ance ( a d$uction by reason ( section #agj7;h77#g7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is section7 or any p5alty impos$ "u section #fffb ( su* ,code ) respect to su* disall[ance1 section #fbbi7;d77#b7 ( su* ,code 7z 9 effect be=e its repeal7 %all be appli$ by sub/itut+ #b ye>s = #a ye>4 7#b7 ,ext5sion = li/$ transactions ,any contribution describ$ 9 section #agj7;h77#g77;,a7 ( ! ,int]nal ,rev5ue ,code ( #aihf 7z add$ by ?is section7 %all be treat$ = purposes ( sections #feja7;c77#aj7 & #fbce7;c77#f7 ( su* ,code z a transaction specifically id5tifi$ by ! ,secret>y on ,decemb] #bc1 #bjaf1 z a tax avoidance transaction = purposes ( section #fjaa ( su* ,code4 7d7 ,application to c]ta9 transactions disall[$ "u o!r provisions ( law ,9 ! case ( any disall[ance ( a d$uction "u section #agj ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to a transaction describ$ 9 ,int]nal ,rev5ue ,s]vice ,notice #bjag-aj ) respect to a taxable ye> end+ be=e ! date ( ! enactm5t ( ?is ,act1 su* disall[ance %all be treat$ = purposes ( section #fffb7;b77#aj7 ( su* ,code 7z add$ by ?is section7 & subsection 7c77#a7 z be+ by reason ( section #agj7;h77#g7 ( su* ,code 7z add$ by ?is section74 7e7 ,effective date 7#a7 ,9 g5]al ,except z provid$ 9 p>agraphs 7#b7 & 7#c71 ! am5dm5ts made by ?is section %all apply to contributions made aft] ,decemb] #bc1 #bjaf1 9 taxable ye>s end+ aft] su* date4 7#b7 ,notice ( c]ta9 failures ,s mu* ( ! am5dm5t made by subsection 7a7 z relates to section #agj7;h77#h7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 z add$ by su* subsection1 %all apply to-- 7,a7 returns fil$ aft] ! date ( ! enactm5t ( ?is ,act1 & 7,b7 returns fil$ on or be=e su* date if ! p]iod specifi$ 9 section #feja = assessm5t ( ! taxes ) respect to :i* su* return relates has n expir$ z ( su* date4 7#c7 ,c]tifi$ hi/oric /ructures ,9 ! case ( contributions ! cons]vation purpose 7z def9$ 9 section #agj7;h77#d7 ( ! ,int]nal ,rev5ue ,code ( #aihf7 ( :i* is ! pres]vation ( a c]tifi$ hi/oric /ructure 7z def9$ 9 section #agj7;h77#d77;,c7 ( su* ,code71 ! am5dm5ts made by ?is section %all apply to contributions made 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjah4 7#d7 ,no inf]5ce ,no inf]5ce is int5d$ z to ! appropriate treatm5t ( contributions made 9 taxable ye>s end+ on or be=e ! date specifi$ 9 p>agraph 7#a7 or 7#c71 :i*ev] is applicable1 or z to any activity n describ$ 9 section #agj7;h77#g7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 z add$ by ?is section4 #achdjd4 ,modification ( proc$ural requirem5ts relat+ to assessm5t ( p5alties 7a7 ,repeal ( approval requirem5t ,section #fgea1 z am5d$ by ! prec$+ provision ( ?is ,act1 is am5d$ 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 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$uction ( excessive employee remun]ation 7,a7 ,aggregation rule ,a rule simil> to ! rule ( p>agraph 7#f77;,c77ii7 %all apply = purposes ( p>agraph 7#a74 7,b7 ,regulations ,! ,secret>y %all prescribe su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ! purposes ( p>agraph 7#a71 includ+ regulations or o!r guidance to prev5t ! avoidance ( su* purposes1 includ+ ?r\gh ! p]=mance ( s]vices o!r ?an z an employee or by provid+ comp5sation ?r\gh a pass-?r\gh or o!r entity4 4 7b7 ,accel]ation ( application to #e highe/ comp5sat$ employees ,section #afb7m77#c77;,c7 is am5d$ by /rik+ ,decemb] #ca1 #bjbf & ins]t+ ,decemb] #ca1 #bjba4 7c7 ,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 7d7 ,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 9 ! case ( 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 an individual retirem5t acc\nt is ma9ta9$1 hold+ ( an int]e/ 9 su* ,,disc or ,,fsc by ! individual retirem5t acc\nt4 4 7b7 ,special rules ( application ,section #dige7;c7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#h7 ,special rules ( application = ,,disc & ,,fsc hold+s 7,a7 ,indirect hold+ ( ,,disc or ,,fsc ,= purposes ( p>agraph 7#a77;,g71 if an individual retirem5t acc\nt holds an int]e/ 9 an entity t owns 7directly or indirectly7 an int]e/ 9 a ,,disc or ,,fsc1 ! acc\nt %all be treat$ z hold+ 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 ( 8 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 ,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 ,increase 9 tax on c]ta9 tobacco products & imposition ( tax on nicot9e 7a7 ,increas+ tax on cig>ettes 7#a7 ,small cig>ettes ,section #egja7;b77#a7 is am5d$ by /rik+ #ej4cc & ins]t+ #ajj4ff4 7#b7 ,l>ge cig>ettes ,section #egja7;b77#b7 is am5d$ by /rik+ #aje4fi & ins]t+ #baa4ci4 7b7 ,tax p>ity = small cig>s ,section #egja7;a77#a7 is am5d$ by /rik+ #ej4cc & ins]t+ #ajj4ff4 7c7 ,tax p>ity = l>ge cig>s ,section #egja7;a77#b7 is am5d$ by /rik+ #eb4ge p]c5t & all t foll[s ?r\gh ! p]iod & ins]t+ #di4ef p] p\nd & a proportionate tax at ! l rate on all fractional p>ts ( a p\nd b n less ?an #aj4jf c5ts p] cig>44 7d7 ,tax p>ity = smokeless tobacco 7#a7 ,section #egja7;e7 is am5d$-- 7,a7 9 p>agraph 7#a71 by /rik+ #a4ea & ins]t+ #bf4hd1 7,b7 9 p>agraph 7#b71 by /rik+ #ej4cc c5ts & ins]t+ #aj4gj1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#c7 ,smokeless tobacco sold 9 discrete s+le-use units ,on discrete s+le-use units1 #ajj p] ?\s&4 4 7#b7 ,section #egjb7m7 is am5d$-- 7,a7 9 p>agraph 7#a71 by /rik+ or *ew+ tobacco & ins]t+ 1 *ew+ tobacco1 or discrete s+le-use unit1 7,b7 9 p>agraphs 7#b7 & 7#c71 by ins]t+ & t is n a discrete s+le-use unit be=e ! p]iod at ! end ( ea* su* p>agraph1 & 7,c7 by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,discrete s+le-use unit ,! t]m discrete s+le-use unit means any product conta9+ tobacco t-- 7,a7 is n int5d$ to be smok$1 & 7,b7 is 9 ! =m ( a loz5ge1 tablet1 pill1 p\*1 dissolvable /rip1 or o!r discrete s+le-use or s+le-dose unit4 4 7e7 ,tax p>ity = pipe tobacco ,section #egja7;f7 is am5d$ by /rik+ #b4hcaa c5ts & ins]t+ #di4ef4 7f7 ,tax p>ity = ,roll-,y\r-,own tobacco ,section #egja7;g7 is am5d$ by /rik+ #bd4gh & ins]t+ #di4ef4 7g7 ,tax p>ity = ,roll-,y\r-,own tobacco & c]ta9 process$ tobacco ,section #egjb7o7 is am5d$ by ins]t+ 1 & includes process$ tobacco t is remov$ = deliv]y or deliv]$ to a p]son o!r ?an a p]son ) a p]mit provid$ "u section #egac1 b does n include removals ( process$ tobacco = exportation aft] wrapp]s !re(4 7h7 ,imposition ( tax on nicot9e = use 9 vap+1 etc 7#a7 ,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 p] #a1haj milligrams ( nicot9e 7& a proportionate tax at ! l rate on any fractional "p !re(74 4 7#b7 ,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 7#c7 ,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 7#d7 ,manufactur] ( taxable nicot9e ,section #egjb1 z am5d$ by p>agraph 7#b71 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 7j7 ,repeal ( special rules = det]m9+ price ( cig>s ,section #egjb is am5d$ by /rik+ subsection 7l74 7k7 ,floor /ocks taxes 7#a7 ,imposition ( tax ,on cov]$ tobacco products1 & cig>ette pap]s & tubes1 manufactur$ 9 or import$ into ! ,unit$ ,/ates :i* are remov$ be=e ! tax increase date & held on su* date = sale by any p]son1 !re is h]eby impos$ a tax 9 an am\nt equal to ! excess (-- 7,a7 ! tax :i* w\ld be impos$ "u section #egja ( ! ,int]nal ,rev5ue ,code ( #aihf on ! article if ! article _h be5 remov$ on su* date1 ov] 7,b7 ! prior tax 7if any7 impos$ "u section #egja ( su* ,code on su* article4 7#b7 ,cov]$ tobacco products ,= purposes ( ?is subsection1 ! t]m cov]$ tobacco products means any tobacco product o!r ?an-- 7,a7 cig>s describ$ 9 section #egja7;a77#b7 ( ! ,int]nal ,rev5ue ,code ( #aihf1 7,b7 discrete s+le-use units 7z def9$ 9 section #egjb7m77#d7 ( su* ,code1 z am5d$ by ?is section71 & 7,c7 taxable nicot9e 7z def9$ 9 section #egjb7q7 ( su* ,code1 z am5d$ by ?is section74 7#c7 ,cr$it aga9/ tax ,ea* p]son %all be all[$ z a cr$it aga9/ ! taxes impos$ by p>agraph 7#a7 an am\nt equal to ! less] ( #a1jjj or ! am\nt ( su* taxes4 ,= purposes ( ! prec$+ s5t5ce1 all p]sons treat$ z a s+le employ] "u subsection 7b71 7c71 7m71 or 7o7 ( section #dad ( ! ,int]nal ,rev5ue ,code ( #aihf %all be treat$ z #a p]son = purposes ( ?is p>agraph4 7#d7 ,liability = tax & me?od ( paym5t 7,a7 ,liability = tax ,! p]son ref]r$ to 9 p>agraph 7#a7 %all be liable = ! tax impos$ by su* p>agraph4 7,b7 ,me?od ( paym5t ,! tax impos$ by p>agraph 7#a7 %all be paid 9 su* mann] z ! ,secret>y may provide4 7#e7 ,articles 9 =eign trade zones 7,a7 ,9 g5]al ,not)/&+ ! ,act ( ,june #ah1 #aicd 7commonly kn[n z ! ,=eign ,trade ,zone ,act1 #dh ,/at4 #iih1 #ai ,u4,s4,c4 #ha;a et seq47 or any o!r provision ( law1 any cov]$ tobacco products1 or cig>ette pap]s & tubes1 :i* are locat$ 9 a =eign trade zone on ! tax increase date1 %all be subject to ! tax impos$ by p>agraph 7#a7 if-- 7i7 int]nal rev5ue taxes h be5 det]m9$1 or cu/oms duties liquidat$1 ) respect to su* article be=e su* date pursuant to a reque/ made "u ! #a/ proviso ( section #c7;a7 ( su* ,act1 or 7ii7 su* article is held on su* date "u ! sup]vision ( an (fic] ( ! ,unit$ ,/ates ,cu/oms & ,bord] ,protection ( ! ,dep>tm5t ( ,homel& ,security pursuant to ! #b;d proviso ( su* section #c7;a74 7#f7 ,tax increase date ,= purposes ( ?is subsection1 ! t]m tax increase date means ! fir/ day ( ! fir/ cal5d> qu>t] describ$ 9 subsection 7k77#a74 7#g7 ,c]ta9 o!r def9itions ,t]ms us$ 9 ?is subsection :i* are also us$ 9 section #egjb ( ! ,int]nal ,rev5ue ,code ( #aihf %all h ! same mean+ z :5 us$ 9 su* section4 7l7 ,effective date 7#a7 ,9 g5]al ,except z o!rwise provid$ 9 ?is subsection1 ! am5dm5ts made by ?is section %all apply to articles remov$ 9 cal5d> qu>t]s beg9n+ aft] ! date ( ! enactm5t ( ?is ,act4 7#b7 ,delay$ effective date = c]ta9 products ,! am5dm5ts made by subsections 7c71 7d77#a77;,c71 7d77#b71 & 7h7 %all apply to articles remov$ 9 cal5d> qu>t]s beg9n+ aft] ! date :i* is #ahj days aft] ! date ( ! enactm5t ( ?is ,act4 7m7 ,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 #acheje4 ,cl>ification ( rules reg>d+ tobacco drawback 7a7 ,9 g5]al ,section #egjf is am5d$ by add+ at ! end ! foll[+3 ,exemption f tax "u section #egjd is drawback1 & no fur!r drawback %all be all[$ bas$ on m]*&ise t has n be5 subject to tax44 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to drawback claims made on or aft] ,decemb] #ah1 #bjah4 7c7 ,no inf]5ce ,no?+ conta9$ 9 ?is subsection or ! am5dm5ts made by ?is subsection %all be con/ru$ to create any inf]5ce ) respect to any drawback claim made be=e ,decemb] #ah1 #bjah4 #achejf4 ,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 #achejg4 ,cl>ification ( treatm5t ( ,,disc ga9s & di/ributions ( c]ta9 =eign %>ehold]s 7a7 ,9 g5]al ,section #iif7;g7 ( ! ,int]nal ,rev5ue ,code ( #aihf 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 #achejh4 ,access to self-employm5t income in=mation = paid leave adm9i/ration ,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$ical leave b5efit program 7,a7 ,9 g5]al ,! ,secret>y %all1 ^u writt5 reque/1 disclose to (fic]s & employees ( ! ,dep>tm5t ( ! ,treasury return in=mation ) respect to a taxpay] ^: self-employm5t income is relevant 9 det]m9+ eligibility =1 or ! correct am\nt (1 a paid family & m$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 relates4 7,b7 ,re/riction on disclosure ,return in=mation disclos$ "u subp>agraph 7,a7 may be us$ by (fic]s & employees ( ! ,dep>tm5t ( ! ,treasury 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 #acheji4 ,tempor>y rule to all[ c]ta9 ,s corporations to reorganize z p>tn]%ips )\t tax 7a7 ,9 g5]al ,a qualifi$ liquidation ( an eligible ,s corporation %all be treat$ = purposes ( ! ,int]nal ,rev5ue ,code ( #aihf 9 ! same mann] z if-- 7#a7 su* liquidation 7 a complete liquidation describ$ 9 section #ccb7;b7 ( su* ,code1 & 7#b7 ! dome/ic p>tn]%ip ref]r$ to 9 subsection 7c77#b7 7 a corporation :i* is an #hj-p]c5t di/ributee 7)9 ! mean+ ( section #ccg7;c7 ( su* ,code74 7b7 ,eligible ,s corporation ,= purposes ( ?is section1 ! t]m eligible ,s corporation means any corporation 7includ+ any pr$ecessor corporation7 t 0 an ,s corporation on ,may #ac1 #aiif1 & at all times !reaft] ?r\gh ! date on :i* ! qualifi$ liquidation is complet$4 7c7 ,qualifi$ liquidation ,= purposes ( ?is section1 ! t]m qualifi$ liquidation means "o or m transactions occurr+ dur+ ! #b-ye> p]iod beg9n+ on ,decemb] #ca1 #bjba if-- 7#a7 su* transactions con/itute ! complete liquidation ( an eligible ,s corporation1 & 7#b7 sub/antially all ( ! assets & liabilities ( su* eligible ,s corporation are1 z a result ( su* transactions1 transf]r$ to a dome/ic p>tn]%ip4 7d7 ,election ,?is section %all apply to any qualifi$ liquidation only if ! eligible ,s corporation elects ! application ( ?is section 9 su* mann] z ! ,secret>y may require & n lat] ?an ! due date = fil+ ! return ( tax "u *apt] #a ( su* ,code = ! taxable ye> 9 :i* su* liquidation is complet$4 7e7 ,application ( re/riction on subsection ,s corporation elections ,9 ! case ( any qualifi$ liquidation to :i* ?is section applies1 ! dome/ic p>tn]%ip ref]r$ to 9 subsection 7c77#b7 %all n fail to be treat$ z a successor corporation ( ! eligible ,s corporation = purposes ( section #acfb7;g7 ( su* ,code4 7f7 ,o!r def9itions ,t]ms us$ 9 ?is section :i* are also us$ 9 ! ,int]nal ,rev5ue ,code ( #aihf %all h ! same mean+ z :5 us$ 9 su* ,code4 7g7 ,regulations ,! ,secret>y %all prescribe su* regulations or o!r guidance z may be necess>y or appropriate to c>ry out ?is section4 #acheaj4 ,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+ 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 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 #acheaa4 ,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 #acheab4 ,ext5sion ( cr$it = portion ( employ] social security taxes paid ) respect to employee tips to beauty s]vice e/abli%m5ts 7a7 ,ext5sion ( tip cr$it to beauty s]vice bus9ess 7#a7 ,9 g5]al ,section #de;,b7b77#b7 is am5d$ to read z foll[s3 7#b7 ,application only to c]ta9 l9es ( bus9ess ,9 apply+ p>agraph 7#a71 !re %all be tak5 into acc\nt only tips receiv$ f cu/om]s or cli5ts 9 connection ) ! foll[+ s]vices3 7,a7 ,! provid+1 deliv]+1 or s]v+ ( food or bev]ages = consumption1 if ! tipp+ ( employees deliv]+ or s]v+ food or bev]ages by cu/om]s is cu/om>y4 7,b7 ,! provid+ ( beauty s]vices to a cu/om] or cli5t if ! tipp+ ( employees provid+ su* s]vices is cu/om>y4 4 7#b7 ,beauty s]vice def9$ ,section #de;,b is am5d$ by add+ at ! end ! foll[+ new subsection3 7e7 ,beauty s]vice ,= purposes ( ?is section1 ! t]m beauty s]vice means any ( ! foll[+3 7#a7 ,b>b]+ & hair c>e4 7#b7 ,nail c>e4 7#c7 ,e/hetics4 7#d7 ,body & spa treatm5ts4 4 7b7 ,cr$it det]m9$ ) respect to m9imum wage 9 effect ,section #de;,b7b77#a77;,b7 is am5d$-- 7#a7 by /rik+ z 9 effect on ,janu>y #a1 #bjjg1 &1 & 7#b7 by ins]t+ 1 & 9 ! case ( food or bev]age e/abli%m5ts1 z 9 effect on ,janu>y #a1 #bjjg aft] )\t reg>d to section #c7m7 ( su* ,act4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #acheac4 ,enhancem5t ( "w opportunity cr$it dur+ ,,covid-#ai recov]y p]iod 7a7 ,9 g5]al ,section #ea is am5d$ by add+ at ! end ! foll[+ new subsection3 7l7 ,adju/m5t to cr$it dur+ ,,covid-#ai recov]y p]iod ,9 ! case ( individuals 7o!r ?an any individual :o is a qualifi$ summ] y\? employee7 hir$ aft] ! date ( ! enactm5t ( ?is subsection & be=e ,janu>y #a1 #bjbc-- 7#a7 ,increas$ am\nt ( cr$it ,subsection 7a7 %all be appli$ by sub/itut+ #ej p]c5t = #dj p]c5t4 7#b7 ,availability ( cr$it 9 second ye> ( employm5t 7,a7 ,9 g5]al ,subsection 7a7 %all be appli$ by ins]t+ or qualifi$ second-ye> wages aft] wages4 7,b7 ,qualifi$ second-ye> wages ,= ! purposes ( ?is p>agraph1 ! t]m qualifi$ second-ye> wages means qualifi$ wages :i* are attributable to s]vice r5d]$ dur+ ! #a-ye> p]iod beg9n+ on ! day aft] ! la/ day ( ! #a-ye> p]iod ) respect to ! recipi5t det]m9$ "u subsection 7b77#b74 7#c7 ,increase 9 limitation on wages tak5 into acc\nt ,subsection 7b77#c7 %all be appli$ by sub/itut+ #aj1jjj = #f1jjj4 7#d7 ,eligibility ( rehires 7,a7 ,9 g5]al ,subsection 7i77#b7 %all n apply4 7,b7 ,regulations ,! ,secret>y %all issue su* regulations z ! ,secret>y det]m9es appropriate to ensure a reasonable application ( subp>agraph 7,a71 includ+ prohibit+ attempts to claim ! b5efit ( ?is section ?r\gh ! t]m9ation & rehir+ ( an employee4 4 7b7 ,effective date ,! am5dm5t made by ?is section %all apply to taxable ye>s end+ aft] ! date ( enactm5t ( ?is ,act4 #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 ,! 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 ,cov] ov] ( c]ta9 di/ill$ spirits taxes 7a7 ,repeal ( limitation on cov] ov] ( di/ill$ spirits taxes to ,pu]to ,rico & ,virg9 ,isl&s 7#a7 ,9 g5]al ,section #gfeb is am5d$ by /rik+ subsection 7f7 & by r$esignat+ subsections 7g7 & 7h7 z subsections 7f7 & 7g71 respectively4 7#b7 ,effective date ,! am5dm5ts made by ?is subsection %all apply to di/ill$ spirits br\ght into ! ,unit$ ,/ates aft] ,decemb] #ca1 #bjba4 7b7 ,requir$ transf] to ,pu]to ,rico ,cons]vation ,tru/ ,fund ( portion ( ,pu]to ,rico rum cov] ov] 7#a7 ,9 g5]al ,section #gfeb7;a7 is am5d$ by add+ at ! end ! foll[+ new p>agraph3 7#d7 ,requir$ transf] to pu]to rico cons]vation tru/ fund ( portion ( rum taxes cov]$ ov] 7,a7 ,9 g5]al ,f any taxes collect$ on rum transport$ to ! ,unit$ ,/ates t are cov]$ into ! treasury ( ,pu]to ,rico "u p>agraph 7#c7 at a rate equal to or great] ?an #aj4ej p] pro( gallon1 ,pu]to ,rico %all transf] to ! ,pu]to ,rico ,cons]vation ,tru/ ,fund an am\nt p] pro( gallon equal to or great] ?an #a_/f ( ! diff]5ce betwe5 #aj4ej & ! rate1 n to exce$ #ac4be1 at :i* su* taxes are cov]$ into su* treasury4 ,pu]to ,rico's obligations "u ?is p>agraph %all n modify or impair paym5t priorities e/abli%$ "u ,pu]to ,rico law & 9 effect on ,may #ba1 #bjba4 7,b7 ,pu]to ,rico cons]vation tru/ fund ,= purposes ( ?is section1 ! t]m ,pu]to ,rico ,cons]vation ,tru/ ,fund means ! fund e/abli%$ pursuant to a ,memor&um ( ,und]/&+ betwe5 ! ,unit$ ,/ates ,dep>tm5t ( ! ,int]ior & ! ,commonweal? ( ,pu]to ,rico1 dat$ ,decemb] #bd1 #aifh4 4 7#b7 ,cov] ov] det]m9$ )\t reg>d to c]ta9 rate r$uctions ,section #gfeb7;h71 z am5d$ by subsections 7a7 & 7c71 is am5d$ by ins]t+ 7a77#d71 aft] 7a77#c714 7#c7 ,effective date ,! am5dm5ts made by ?is subsection %all apply to di/ill$ spirits br\ght into ! ,unit$ ,/ates aft] ,decemb] #ca1 #bjba4 7c7 ,cov] ov] det]m9$ )\t reg>d to c]ta9 rate r$uctions 7#a7 ,9 g5]al ,section #gfeb1 z am5d$ by subsection 7a71 is am5d$ by ins]t+ aft] subsection 7g7 ! foll[+ new subsection3 7h7 ,cov] ov] det]m9$ )\t reg>d to c]ta9 rate r$uctions ,= purposes ( subsections 7a77#c71 7b77#c71 & 7e77#a71 refunds "u section #ejja7;c77#d7 %all n be tak5 into acc\nt z a refund1 & ! am\nt ( taxes impos$ & collect$ "u section #ejja7;a77#a7 %all be det]m9$ )\t reg>d to section #ejja7;c74 4 7#b7 ,effective date ,! am5dm5t made by p>agraph 7#a7 %all take effect z if includ$ 9 section #achjg ( ,public ,law #aaf-bfj4 7#c7 ,con=m+ am5dm5ts 7,a7 #gfeb7;e7 7i7 ,9 g5]al ,section #gfeb7;e7 is am5d$ by /rik+ p>agraph 7#e74 7ii7 ,effective date ,! am5dm5t made by ?is subp>agraph %all take effect z if includ$ 9 section #achjg ( ,public ,law #aae-ig4 7,b7 #gfeb7;i7 7i7 ,9 g5]al ,section #gfeb is am5d$ by /rik+ subsection 7i74 7ii7 ,effective date ,! am5dm5t made by ?is subp>agraph %all take effect z if includ$ 9 section #ajg ( ,public ,law #aaf-bfj4 #acheaf4 ,rese>* & exp]im5tal exp5ditures 7a7 ,9 g5]al ,section #acbjf ( ,public ,law #aae-ig is am5d$-- 7#a7 9 subsection 7b77#c71 by /rik+ #bjba & ins]t+ #bjbe1 & 7#b7 9 subsection 7e71 by /rik+ #bjba & ins]t+ #bjbe4 7b7 ,effective date ,! am5dm5t made by ?is section %all take effect on ! date ( ! enactm5t ( ?is ,act4 #acheag4 ,payroll cr$it = comp5sation ( local news j\rnali/s 7a7 ,9 g5]al ,9 ! case ( an eligible local newspap] publi%]1 !re %all be all[$ z a cr$it aga9/ applicable employm5t taxes = ea* cal5d> qu>t] an am\nt equal to ! applicable p]c5tage ( wages paid by su* publi%] to local news j\rnali/s = su* cal5d> qu>t]4 7b7 ,limitations & refundability 7#a7 ,wages tak5 into acc\nt ,! am\nt ( wages paid ) respect to any individual :i* may be tak5 into acc\nt "u subsection 7a7 dur+ any cal5d> qu>t] by ! eligible local newspap] publi%] %all n exce$ #ab1ejj4 7#b7 ,cr$it limit$ to employm5t taxes ,! cr$it all[$ by subsection 7a7 ) respect to any cal5d> qu>t] %all n exce$ ! applicable employm5t taxes 7r$uc$ by any cr$its all[$ "u sections #caca1 #cacb1 #cacd1 & #fdcb ( ! ,int]nal ,rev5ue ,code ( #aihf7 on ! wages paid ) respect to ! employm5t ( all ! employees ( ! eligible local newspap] publi%] = su* cal5d> qu>t]4 7#c7 ,refundability ( excess cr$it 7,a7 ,9 g5]al ,if ! am\nt ( ! cr$it "u subsection 7a7 exce$s ! limitation ( p>agraph 7#b7 = any cal5d> qu>t]1 su* excess %all be treat$ z an ov]paym5t t %all be refund$ "u sections #fdjb7;a7 & #fdac7;b7 ( ! ,int]nal ,rev5ue ,code ( #aihf4 7,b7 ,treatm5t ( paym5ts ,= purposes ( section #acbd ( title #ca1 ,unit$ ,/ates ,code1 any am\nts due to ! employ] "u ?is p>agraph %all be treat$ 9 ! same mann] z a refund due f a cr$it provision ref]r$ to 9 subsection 7b77#b7 ( su* section4 7c7 ,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 ,applicable employm5t taxes ,! t]m applicable employm5t taxes means ! taxes impos$ "u section #caaa7;b7 ( ! ,int]nal ,rev5ue ,code ( #aihf4 7#c7 ,eligible local newspap] publi%] ,! t]m eligible local newspap] publi%] means1 ) respect to any cal5d> qu>t]1 any employ] if sub/antially all ( ! gross receipts ( su* employ] = su* cal5d> qu>t] are d]iv$ 9 ! trade or bus9ess ( publi%+ a local newspap]4 7#d7 ,local newspap] ,! t]m local newspap] means any pr9t or digital publication if-- 7,a7 ! prim>y cont5t ( su* publication is orig9al cont5t d]iv$ f prim>y s\rces & relat+ to news & curr5t ev5ts1 7,b7 su* publication prim>ily s]ves ! ne$s ( a regional or local community1 7,c7 ! publi%] ( su* publication employs at lea/ "o local news j\rnali/ :o resides 9 su* regional or local community1 & 7,d7 ! publi%] ( su* publication employs no m ?an #gej employees dur+ ! cal5d> qu>t] ) respect to :i* a cr$it is all[$ "u ?is section4 7#e7 ,local news j\rnali/ ,! t]m local news j\rnali/ means1 ) respect to any eligible local newspap] publi%] = any cal5d> qu>t]1 an individual :o provides at lea/ #ajj h\rs ( s]vice dur+ su* cal5d> qu>t] to su* eligible local newspap] publi%]1 dur+ :i* "t su* individual regul>ly ga!rs1 collects1 photographs1 records1 writes1 or reports news or in=mation t conc]ns local ev5ts or o!r matt]s ( local public int]e/4 7#f7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ! ,treasury or ! ,secret>y's delegate4 7#g7 ,wages ,! t]m wages means wages 7z def9$ 9 section #caba7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf74 7#h7 ,o!r t]ms ,any t]m us$ 9 ?is section :i* is also us$ 9 *apt] #ba or *apt] #bb ( ! ,int]nal ,rev5ue ,code ( #aihf %all h ! same mean+ z :5 us$ 9 su* *apt]4 7d7 ,aggregation rule 7#a7 ,9 g5]al ,all p]sons treat$ z a s+le employ] "u subsection 7a7 or 7b7 ( section #eb ( ! ,int]nal ,rev5ue ,code ( #aihf1 or subsection 7m7 or 7o7 ( section #dad ( su* ,code1 %all be treat$ z "o employ] = purposes ( ?is section4 7#b7 ,exception ,p>agraph 7#a7 %all n apply unless su* p]sons are involv$ 9 ! production ( ! same pr9t or digital publication4 7e7 ,c]ta9 rules ,to apply ,= purposes ( ?is section1 rules simil> to ! rules ( sections #ea7;i77#a7 & #bhj;,c7a7 ( ! ,int]nal ,rev5ue ,code ( #aihf %all apply4 7f7 ,c]ta9 gov]nm5tal employ]s ,?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 7g7 ,election ,to h section ,n apply ,?is section %all n apply ) respect to any eligible local newspap] publi%] = any cal5d> qu>t] if su* p]son elects 7at su* "t & 9 su* mann] z ! ,secret>y may prescribe7 n to h ?is section apply4 7h7 ,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$it "u section #ea ( ! ,int]nal ,rev5ue ,code ( #aihf ) respect to su* employee = su* p]iod4 7#b7 ,d5ial ( d\ble b5efit ,any wages tak5 into acc\nt 9 det]m9+ ! cr$it all[$ "u ?is section %all n be tak5 into acc\nt = purposes ( det]m9+ ! cr$its all[$ "u section #da1 #de;,a1 #de,p1 #de,s1 #ea1 #acif1 #caca1 #cacb1 #cacd1 & #fdcb ( su* ,code4 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 7i7 ,treatm5t ( deposits ,! ,secret>y %all waive any p5alty "u section #ffef ( ! ,int]nal ,rev5ue ,code ( #aihf = any failure to make a deposit ( any applicable employm5t taxes if ! ,secret>y det]m9es t su* failure 0 due to ! reasonable anticipation ( ! cr$it all[$ "u ?is section4 7j7 ,regulations & guidance ,! ,secret>y %all issue su* =ms1 in/ructions1 regulations1 & guidance z are necess>y to implem5t ! purposes ( ?is section1 includ+ ) 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 #cejd ( ! ,int]nal ,rev5ue ,code ( #aihf71 includ+ regulations or guidance all[+ su* payors to submit docum5tation necess>y to sub/antiate ! eligible employ] /atus ( employ]s t use su* payors4 7k7 ,application ,?is section %all only apply to cal5d> qu>t]s dur+ ! fir/ #e cal5d> ye>s beg9n+ aft] ! date ( ! enactm5t ( ?is ,act4 #acheah4 ,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;,b74 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 #acheai4 ,cr$it = qualifi$ access te*nology = ! bl9d 7a7 ,9 g5]al ,subp>t ,c ( "p ,,iv ( sub*apt] ,a ( *apt] #a is am5d$ by ins]t+ aft] section #cf;,g ! foll[+ new section3 #cf;,h4 ,cr$it = qualifi$ access te*nology = ! bl9d 7a7 ,all[ance ( cr$it ,!re %all be all[$ z a cr$it aga9/ ! tax impos$ by ?is subtitle an am\nt equal to am\nts paid or incurr$ dur+ ! taxable ye>1 n comp5sat$ = by insurance or o!rwise1 by ! taxpay] = qualifi$ access te*nology = use by a qualifi$ bl9d individual :o is ! taxpay]1 ! taxpay]'s sp\se1 or any dep5d5t 7z def9$ 9 section #aeb7 ( ! taxpay]4 7b7 ,limitation ,! aggregate am\nt ( ! cr$it all[$ "u subsection 7a7 ) respect to any qualifi$ bl9d individual %all n exce$ #b1jjj 9 any #c-;consecutive-taxable-ye> p]iod4 7c7 ,def9itions ,= purposes ( ?is section-- 7#a7 ,qualifi$ bl9d individual ,! t]m qualifi$ bl9d individual means an individual :o is bl9d )9 ! mean+ ( section #fc7;f77#d74 7#b7 ,qualifi$ access te*nology def9$ ,! t]m qualifi$ access te*nology means h>dw>e1 s(tw>e1 or o!r in=mation te*nology ! prim>y function ( :i* is to conv]t or adapt in=mation :i* is visually repres5t$ into =ms or =mats useable by bl9d individuals4 7d7 ,d5ial ( d\ble b5efit ,no cr$it %all be all[$ "u subsection 7a7 = any exp5se = :i* a d$uction or cr$it is all[$ "u any o!r provision ( ?is *apt]4 7e7 ,inflation adju/m5t 7#a7 ,9 g5]al ,9 ! case ( a taxable ye> beg9n+ aft] #bjbb1 ! #b1jjj am\nt 9 subsection 7b7 %all be increas$ by an am\nt equal to-- 7,a7 su* doll> am\nt1 multipli$ by 7,b7 ! 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> #bjba = cal5d> ye> #bjaf 9 subp>agraph 7,a77ii7 !re(4 7#b7 ,r\nd+ ,if ! am\nt z adju/$ "u subp>agraph 7,a7 is n a multiple ( #ajj1 su* am\nt %all be r\nd$ to ! next l[e/ multiple ( #ajj4 7f7 ,t]m9ation ,?is section %all n apply ) respect to am\nts paid or incurr$ 9 taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjbf4 4 7b7 ,con=m+ am5dm5ts 7#a7 ,section #fbaa7;b77#d77;,a71 z am5d$ by ! prec$+ provisions ( ?is ,act1 is am5d$ by ins]t+ 1 #cf;,h aft] #cf;,g4 7#b7 ,section #acbd7;b77#b7 ( title #ca1 ,unit$ ,/ates ,code1 is am5d$ by ins]t+ 1 #cf;,h aft] 1 #cf;,g4 7#c7 ,! table ( sections = subp>t ,c ( "p ,,iv ( sub*apt] ,a is am5d$ by ins]t+ aft] ! item relat+ to section #cf;,g ! foll[+ new item3 ,sec4 #cf;,h4 ,cr$it = qualifi$ access te*nology = ! bl9d4 7c7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s beg9n+ aft] ,decemb] #ca1 #bjba4 #achebj4 ,modification ( ,,reit ,con/ructive own]%ip rules 7a7 ,9 g5]al ,section #hef7;d77#e7 is am5d$ by /rik+ & at ! end ( subp>agraph 7,a71 by /rik+ ! p]iod at ! end ( subp>agraph 7,b7 & ins]t+ 1 &1 & by add+ at ! end ! foll[+3 7,c7 except z o!rwise provid$ by ! ,secret>y1 /ock1 assets1 & net pr(its con/ructively own$ by a p>tn]%ip1 e/ate1 tru/1 or corporation by reason ( ! application ( section #cah7;a77#c7 7aft] application ( subp>agraphs 7,a7 & 7,b77 %all n be consid]$ z own$ by x = purposes ( aga9 apply+ su* section 9 ord] to make ano!r p]son ! con/ructive own] ( su* /ock1 assets1 or net pr(its4 ,subp>agraph 7,c7 %all n prev5t any p]son f be+ ! con/ructive own] ( /ock1 assets1 or net pr(its ( any p]son z ! result ( any o!r application ( section #cah7;a7 7z modifi$ by ?is p>agraph74 4 7b7 ,effective date ,! am5dm5ts made by ?is section %all apply to taxable ye>s end+ aft] ! date ( ! enactm5t ( ?is ,act4 7c7 ,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] application ( section #cah ( ! ,int]nal ,rev5ue ,code ( #aihf to cases o!r ?an cases to :i* su* am5dm5ts apply4 ,j ,drug ,pric+ #a ,l[]+ ,prices ,?r\gh ,fair ,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 7#db ,u4,s4,c4 #acja et seq47 is am5d$ by add+ at ! end ! foll[+ new "p3 ,e ,fair ,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 ,fair ,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/ ( 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 plan ye> 7beg9n+ ) plan ye> #bjbe7 or1 if agre$ to 9 an agreem5t "u section #aaic by ! ,secret>y & manufactur] involv$1 a p]iod ( m ?an "o plan ye> 7beg9n+ on or aft] ,janu>y #a1 #bjbe74 7#b7 ,price applicability p]iod ,! t]m price applicability p]iod means1 ) respect to a drug1 ! p]iod beg9n+ ) ! initial price applicability ye> ) respect to :i* su* drug is a select$ drug & end+ ) ! la/ plan 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 ,april #ae ( ! plan ye> t beg9s #b ye>s prior to su* ye>4 7#d7 ,volunt>y negotiation p]iod ,! t]m volunt>y 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 ,june #ae foll[+ ! select$ drug publication date ) respect to su* select$ drug2 & 7,b7 end+ on ,m>* #ca ( ! ye> t beg9s "o ye> prior to ! initial price applicability ye>4 7c7 ,o!r def9itions ,= purposes ( ?is "p3 7#a7 ,fair price eligible individual ,! t]m fair price eligible individual means1 ) respect to a select$ drug-- 7,a7 9 ! case su* drug is furni%$ or disp5s$ to ! individual at a ph>macy or by a mail ord] s]vice-- 7i7 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 & 7ii7 an individual :o is enroll$ "u a gr\p heal? plan or heal? insurance cov]age (f]$ 9 ! gr\p or individual m>ket 7z su* t]ms are def9$ 9 section #bgia ( ! ,public ,heal? ,s]vice ,act7 ) respect to :i* !re is 9 effect an agreem5t ) ! ,secret>y "u section #aaig ) respect to su* select$ drug z s furni%$ or disp5s$2 & 7,b7 9 ! case su* drug is furni%$ or adm9i/]$ to ! individual by a hospital1 physician1 or o!r provid] ( s]vices or suppli]-- 7i7 an individual :o is entitl$ to b5efits "u "p ,a ( title ,,xviii or enroll$ "u "p ,b ( su* title if su* select$ drug is cov]$ "u ! respective "p2 & 7ii7 an individual :o is enroll$ "u a gr\p heal? plan or heal? insurance cov]age (f]$ 9 ! gr\p or individual m>ket 7z su* t]ms are def9$ 9 section #bgia ( ! ,public ,heal? ,s]vice ,act7 ) respect to :i* !re is 9 effect an agreem5t ) ! ,secret>y "u section #aaig ) respect to su* select$ drug z s furni%$ or adm9i/]$4 7#b7 ,maximum fair price ,! t]m maximum fair price means1 ) respect to a plan ye> dur+ a price applicability p]iod & ) respect to a select$ drug 7z def9$ 9 section #aaib7;c77 ) respect to su* p]iod1 ! price publi%$ pursuant to section #aaie 9 ! ,f$]al ,regi/] = su* drug & ye>4 7#c7 ,av]age int]national m>ket price def9$ 7,a7 ,9 g5]al ,! t]ms av]age int]national m>ket price & ,,aim price mean1 ) respect to a drug1 ! av]age price 7:i* %all be ! net av]age price1 if practicable1 & volume-weight$1 if practicable7 = a unit 7z def9$ 9 p>agraph 7#d77 ( ! drug = sales ( su* drug 7calculat$ across diff]5t dosage =ms & /r5g?s ( ! drug & n bas$ on ! specific =mulation or package size or package type71 z comput$ 7z ( ! date ( publication ( su* drug z a select$ drug "u section #aaib7;a77 9 all c\ntries describ$ 9 clause 7ii7 ( subp>agraph 7,b7 t are applicable c\ntries 7z describ$ 9 clause 7i7 ( su* subp>agraph7 ) respect to su* drug4 7,b7 ,applicable c\ntries 7i7 ,9 g5]al ,= purposes ( subp>agraph 7,a71 a c\ntry describ$ 9 clause 7ii7 is an applicable c\ntry describ$ 9 ?is clause ) respect to a drug if !re is available an av]age price = any unit = ! drug = sales ( su* drug 9 su* c\ntry4 7ii7 ,c\ntries describ$ ,= purposes ( ?is p>agraph1 ! foll[+ are c\ntries describ$ 9 ?is clause3 7,i7 ,au/ralia4 7,,ii7 ,canada4 7,,iii7 ,france4 7,,iv7 ,g]many4 7,v7 ,japan4 7,,vi7 ,! ,unit$ ,k+dom4 7#d7 ,unit ,! t]m unit means1 ) respect to a drug1 ! l[e/ id5tifiable quantity 7su* z a capsule or tablet1 milligram ( molecules1 or grams7 ( ! drug t is disp5s$4 #aaib4 ,selection ( negotiation-eligible drugs z select$ drugs 7a7 ,9 g5]al ,n lat] ?an ! select$ drug publication date ) respect to an initial price applicability ye>1 subject to subsection 7h71 ! ,secret>y %all select & publi% 9 ! ,f$]al ,regi/] a li/ (-- 7#a7 7,a7 ) respect to an initial price applicability ye> dur+ #bjbe1 at lea/ #be negotiation-eligible drugs describ$ 9 subp>agraphs 7,a7 & 7,b71 b n subp>agraph 7,c71 ( subsection 7d77#a7 7or1 ) respect to an initial price applicability ye> dur+ su* p]iod beg9n+ aft] #bjbe1 ! maximum numb] 7if su* numb] is less ?an #be7 ( su* negotiation-eligible drugs = ! ye>7 ) respect to su* ye>2 & 7,b7 ) respect to an initial price applicability ye> dur+ #bjbf or a subsequ5t ye>1 at lea/ #ej negotiation-eligible drugs describ$ 9 subp>agraphs 7,a7 & 7,b71 b n subp>agraph 7,c71 ( subsection 7d77#a7 7or1 ) respect to an initial price applicability ye> dur+ su* p]iod1 ! maximum numb] 7if su* numb] is less ?an #ej7 ( su* negotiation-eligible drugs = ! ye>7 ) respect to su* ye>2 7#b7 all negotiation-eligible drugs describ$ 9 subp>agraph 7,c7 ( su* subsection ) respect to su* ye>2 & 7#c7 all new-entrant negotiation-eligible drugs 7z def9$ 9 subsection 7g77#a77 ) respect to su* ye>4 ,ea* drug publi%$ on ! li/ pursuant to ! previ\s s5t5ce %all be subject to ! negotiation process "u section #aaid = ! volunt>y 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 ,9 apply+ ?is subsection1 any negotiation-eligible drug t is select$ "u ?is subsection = an initial price applicability ye> %all n c\nt t[>d ! requir$ m9imum am\nt ( drugs to be select$ "u p>agraph 7#a7 = any subsequ5t ye>1 includ+ su* a drug s select$ t is subject to r5egotiation "u section #aaid4 7b7 ,selection ( drugs ,9 c>ry+ out subsection 7a77#a7 ! ,secret>y %all select = inclusion on ! publi%$ li/ describ$ 9 subsection 7a7 ) respect to a price applicability p]iod1 ! negotiation-eligible drugs t ! ,secret>y projects w result 9 ! greate/ sav+s to ! ,f$]al ,gov]nm5t or fair price eligible individuals dur+ ! price applicability p]iod4 ,9 mak+ ?is projection ( sav+s = drugs = :i* !re is an ,,aim price = a price applicability p]iod1 ! sav+s %all be project$ across diff]5t dosage =ms & /r5g?s ( ! drugs & n bas$ on ! specific =mulation or package size or package type ( ! drugs1 tak+ into consid]ation bo? ! volume ( drugs = :i* paym5t is made1 to ! ext5t su* data is available1 & ! am\nt by :i* ! net price = ! drugs exce$s ! ,,aim price = ! drugs4 7c7 ,select$ drug ,= purposes ( ?is "p1 ea* 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 plan ye> beg9n+ be=e ! fir/ plan ye> beg9n+ aft] ! date on :i* ! ,secret>y det]m9es two or m drug products-- 7#a7 are approv$ or lic5s$ 7z applicable7-- 7,a7 "u section #eje7;j7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act us+ su* drug z ! li/$ drug2 or 7,b7 "u section #cea7k7 ( ! ,public ,heal? ,s]vice ,act us+ su* drug z ! ref]5ce product2 & 7#b7 cont9ue to be m>ket$4 7d7 ,negotiation-,eligible drug 7#a7 ,9 g5]al ,= purposes ( ?is "p1 ! t]m negotiation-eligible drug means1 ) respect to ! select$ drug publication date ) respect to an initial price applicability ye>1 a qualify+ s+le s\rce drug1 z def9$ 9 subsection 7e71 t meets any ( ! foll[+ crit]ia3 7,a7 ,cov]$ "p ,d drugs ,! drug is among ! #abe cov]$ "p ,d drugs 7z def9$ 9 section #ahfj;,d-#b7;e77 = :i* !re 0 an e/imat$ greate/ net sp5d+ "u p>ts ,c & ,d ( title ,,xviii1 z det]m9$ by ! ,secret>y1 dur+ ! mo/ rec5t plan ye> prior to su* drug publication date = :i* data are available4 7,b7 ,o!r drugs ,! drug is among ! #abe drugs = :i* !re 0 an e/imat$ greate/ net sp5d+ 9 ! ,unit$ ,/ates 7includ+ ! #ej ,/ates1 ! ,di/rict ( ,columbia1 & ! t]ritories ( ! ,unit$ ,/ates71 z det]m9$ by ! ,secret>y1 dur+ ! mo/ rec5t plan ye> prior to su* drug publication date = :i* data are available4 7,c7 ,insul9 ,! drug is a qualify+ s+le s\rce drug describ$ 9 subsection 7e77#c74 7#b7 ,cl>ification ,9 det]m9+ :e!r a qualify+ s+le s\rce drug satisfies any ( ! crit]ia describ$ 9 p>agraph 7#a71 ! ,secret>y %all1 to ! ext5t practicable1 use data t is aggregat$ across dosage =ms & /r5g?s ( ! drug & n bas$ on ! specific =mulation or package size or package type ( ! drug4 7#c7 ,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 ,= purposes ( ?is "p1 ! t]m qualify+ s+le s\rce drug means any ( ! foll[+3 7#a7 ,drug products ,a drug t-- 7,a7 is approv$ "u section #eje7;c7 ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act & cont9ues to be m>ket$ pursuant to su* approval2 & 7,b7 is n ! li/$ drug = any drug t is approv$ & cont9ues to be m>ket$ "u section #eje7;j7 ( su* ,act4 7#b7 ,biological products ,a biological product t-- 7,a7 is lic5s$ "u section #cea7;a7 ( ! ,public ,heal? ,s]vice ,act1 includ+ any product t has be5 deem$ to be lic5s$ "u section #cea ( su* ,act pursuant to section #gjjb7;e77#d7 ( ! ,biologics ,price ,competition & ,innovation ,act ( #bjji1 & cont9ues to be m>ket$ "u section #cea ( su* ,act2 & 7,b7 is n ! ref]5ce product = any biological product t is lic5s$ & cont9ues to be m>ket$ "u section #cea7k7 ( su* ,act4 7#c7 ,insul9 product ,not)/&+ p>agraphs 7#a7 & 7#b71 any insul9 product t is approv$ "u subsection 7c7 or 7j7 ( section #eje ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or lic5s$ "u subsection 7a7 or 7k7 ( section #cea ( ! ,public ,heal? ,s]vice ,act & cont9ues to be m>ket$ "u su* section #eje or #cea1 includ+ any insul9 product t has be5 deem$ to be lic5s$ "u section #cea7;a7 ( ! ,public ,heal? ,s]vice ,act pursuant to section #gjjb7;e77#d7 ( ! ,biologics ,price ,competition & ,innovation ,act ( #bjji & cont9ues to be m>ket$ pursuant to su* lic5sure4 ,= purposes ( apply+ p>agraphs 7#a7 & 7#b71 a drug or biological product t is m>ket$ by ! same sponsor or manufactur] 7or an affiliate !re( or a cross-lic5s$ produc] or di/ributor7 z ! li/$ drug or ref]5ce product describ$ 9 su* respective p>agraph %all n be tak5 into consid]ation4 7f7 ,in=mation on int]national drug prices ,= purposes ( det]m9+ :i* negotiation-eligible drugs to select "u subsection 7a7 &1 9 ! case ( su* drugs t are select$ drugs1 to det]m9e ! maximum fair price = su* a drug & :e!r su* maximum fair price %\ld be r5egotiat$ "u section #aaid1 ! ,secret>y %all use data relat+ to ! ,,aim price ) respect to su* drug z available or provid$ to ! ,secret>y & %all on an ongo+ basis reque/ f manufactur]s ( select$ drugs in=mation on ! ,,aim price ( su* a drug4 7g7 ,new-,entrant negotiation-,eligible drugs 7#a7 ,9 g5]al ,= purposes ( ?is "p1 ! t]m new-entrant negotiation-eligible drug means1 ) respect to ! select$ drug publication date ) respect to an initial price applicability ye>1 a qualify+ s+le s\rce drug-- 7,a7 t is fir/ approv$ or lic5s$1 z describ$ 9 p>agraph 7#a71 7#b71 or 7#c7 ( subsection 7e71 z applicable1 dur+ ! ye> prec$+ su* select$ drug publication date2 & 7,b7 t ! ,secret>y det]m9es "u p>agraph 7#b7 is likely to be includ$ z a negotiation-eligible drug ) respect to ! subsequ5t select$ drug publication date4 7#b7 ,det]m9ation ,9 ! case ( a qualify+ s+le s\rce drug t meets ! crit]ia describ$ 9 subp>agraph 7,a7 ( p>agraph 7#a71 ) respect to an initial price applicability ye>1 if ! :olesale acquisition co/ at :i* su* drug is fir/ m>ket$ 9 ! ,unit$ ,/ates is equal to or great] ?an ! m$ian h\sehold income 7z det]m9$ accord+ to ! mo/ rec5t data collect$ by ! ,unit$ ,/ates ,c5sus ,bureau71 ! ,secret>y %all det]m9e be=e ! select$ drug publication date ) respect to ! initial price applicability ye>1 if ! drug is likely to be includ$ z a negotiation-eligible drug ) respect to ! subsequ5t select$ drug publication date1 bas$ on ! project$ sp5d+ "u title ,,xviii or 9 ! ,unit$ ,/ates on su* drug4 ,= purposes ( ?is p>agraph ! t]m ,unit$ ,/ates includes ! #ej ,/ates1 ! ,di/rict ( ,columbia1 & ! t]ritories ( ! ,unit$ ,/ates4 7h7 ,conflict ( int]e/ 7#a7 ,9 g5]al ,9 ! case ! ,inspector ,g5]al ( ! ,dep>tm5t ( ,heal? & ,human ,s]vices det]m9es ! ,secret>y has a conflict1 ) respect to a matt] describ$ 9 p>agraph 7#b71 ! individual describ$ 9 p>agraph 7#c7 %all c>ry out ! duties ( ! ,secret>y "u ?is "p1 ) respect to a negotiation-eligible drug1 t w\ld o!rwise be su* a conflict4 7#b7 ,matt] describ$ ,a matt] describ$ 9 ?is p>agraph is-- 7,a7 a f9ancial int]e/ 7z describ$ 9 section #bfce4djb ( title #e1 ,code ( ,f$]al ,regulations1 z 9 effect on ! date ( ! enactm5t ( ?is section1 7except = an int]e/ describ$ 9 subsection 7b77#b77;iv7 ( su* section77 on ! date ( ! select$ drug publication date1 ) respect ! price applicability ye> 7z applicable72 7,b7 a p]sonal or bus9ess relation%ip 7z describ$ 9 section #bfce4ejb ( su* title7 on ! date ( ! select$ drug publication date1 ) respect ! price applicability ye>2 7,c7 employm5t by a manufactur] ( a negotiation-eligible drug dur+ ! prec$+ #aj-ye> p]iod beg9n+ on ! date ( ! select$ drug publication date1 ) respect to ea* price applicability ye>2 & 7,d7 any o!r matt] ! ,g5]al ,c\nsel det]m9es appropriate4 7#c7 ,individual describ$ ,an individual describ$ 9 ?is p>agraph is-- 7,a7 ! highe/-rank+ (fic] or employee ( ! ,dep>tm5t ( ,heal? & ,human ,s]vices 7z det]m9$ by ! organizational *>t ( ! ,dep>tm5t7 t does n h a conflict "u ?is subsection2 & 7,b7 is nom9at$ by ! ,presid5t & confirm$ by ! ,s5ate ) respect to ! position4 #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 ,june #ae foll[+ ! select$ drug publication date ) respect to su* select$ drug1 "u :i*-- 7#a7 dur+ ! volunt>y 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]iod & 9 accordance ) subsection 7c71 agree to7 a maximum fair price = su* select$ drug ( ! manufactur] 9 ord] to provide access to su* price-- 7,a7 to fair price eligible individuals :o ) respect to su* drug are describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a7 & are furni%$ or disp5s$ su* drug 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 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 ) a process & dur+ a p]iod specifi$ by ! ,secret>y pursuant to rulemak+1 r5egotiate 7&1 by n lat] ?an ! la/ date ( su* p]iod & 9 accordance ) subsection 7c71 agree to7 ! maximum fair price = su* drug if ! ,secret>y det]m9es t !re is a mat]ial *ange 9 any ( ! factors describ$ 9 section #aaid7;d7 relat+ to ! drug1 includ+ *anges 9 ! ,,aim price = su* drug1 9 ord] to provide access to su* maximum fair price 7z s r5egotiat$7-- 7,a7 to fair price eligible individuals :o ) respect to su* drug are describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a7 & are furni%$ or disp5s$ su* drug 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 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 ! maximum fair price 7includ+ z r5egotiat$ pursuant to p>agraph 7#b771 ) respect to su* a select$ drug1 %all be provid$ to fair price eligible individuals1 :o ) respect to su* drug are describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a71 at ! ph>macy or by a mail ord] s]vice at ! po9t-(-sale ( su* drug2 7#d7 ! manufactur]1 subject to subsection 7d71 submits to ! ,secret>y1 9 a =m & mann] specifi$ by ! ,secret>y-- 7,a7 = ! volunt>y negotiation p]iod = ! price applicability p]iod 7&1 if applicable1 be=e any p]iod ( r5egotiation specifi$ pursuant to p>agraph 7#b77 ) respect to su* drug all in=mation t ! ,secret>y requires to c>ry out ! negotiation 7or r5egotiation process7 "u ?is "p1 includ+ in=mation describ$ 9 section #aaib7;f7 & section #aaid7;d77#a72 & 7,b7 on an ongo+ basis1 in=mation on *anges 9 prices = su* drug t w\ld affect ! ,,aim price = su* drug or o!rwise provide a basis = r5egotiation ( ! maximum fair price = su* drug pursuant to p>agraph 7#b72 7#e7 ! manufactur] agrees t 9 ! case ! select$ drug ( a manufactur] is a drug describ$ 9 subsection 7c71 ! manufactur] w1 9 accordance ) su* subsection1 make any paym5t requir$ "u su* subsection ) respect to su* drug2 & 7#f7 ! 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 drug1 until su* drug is no long] consid]$ a select$ drug "u section #aaib7;c74 7c7 ,special rule = c]ta9 select$ drugs )\t ,,aim price 7#a7 ,9 g5]al ,9 ! case ( a select$ drug = :i* !re is no ,,aim price available ) respect to ! initial price applicability ye> = su* drug & = :i* an ,,aim price becomes available beg9n+ ) respect to a subsequ5t plan ye> dur+ ! price applicability p]iod = su* drug1 if ! ,secret>y det]m9es t ! am\nt describ$ 9 p>agraph 7#b77;,a7 = a unit ( su* drug is great] ?an ! am\nt describ$ 9 p>agraph 7#b77;,b7 = a unit ( su* drug1 !n by n lat] ?an "o ye> aft] ! date ( su* det]m9ation1 ! manufactur] ( su* select$ drug %all pay to ! ,treasury an am\nt equal to ! product (-- 7,a7 ! diff]5ce betwe5 su* am\nt describ$ 9 p>agraph 7#b77;,a7 = a unit ( su* drug & su* am\nt describ$ 9 p>agraph 7#b77;,b7 = a unit ( su* drug2 & 7,b7 ! numb] ( units ( su* drug sold 9 ! ,unit$ ,/ates1 includ+ ! #ej ,/ates1 ! ,di/rict ( ,columbia1 & ! t]ritories ( ! ,unit$ ,/ates1 dur+ ! p]iod describ$ 9 p>agraph 7#b77;,b74 7#b7 ,am\nts describ$ 7,a7 ,weight$ av]age price be=e ,,aim price available ,= purposes ( p>agraph 7#a71 ! am\nt describ$ 9 ?is subp>agraph = a select$ drug describ$ 9 su* p>agraph1 is ! am\nt equal to ! weight$ av]age manufactur] price 7z def9$ 9 section #aibg7k77#a77 = su* dosage /r5g? & =m = ! drug dur+ ! p]iod beg9n+ ) ! fir/ plan ye> = :i* ! drug is includ$ on ! li/ ( negotiation-eligible drugs publi%$ "u section #aaib7;d7 & end+ ) ! la/ plan ye> dur+ ! price applicability p]iod = su* drug ) respect to :i* !re is no ,,aim price available = su* drug4 7,b7 ,am\nt multipli] aft] ,,aim price available ,= purposes ( p>agraph 7#a71 ! am\nt describ$ 9 ?is subp>agraph = a select$ drug describ$ 9 su* p>agraph1 is ! am\nt equal to #bjj p]c5t ( ! ,,aim price = su* drug ) respect to ! fir/ plan ye> dur+ ! price applicability p]iod = su* drug ) respect to :i* !re is an ,,aim price available = su* drug4 7d7 ,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 may be us$ only by ! ,secret>y or disclos$ to & us$ by ! ,comptroll] ,g5]al ( ! ,unit$ ,/ates or ! ,m$ic>e ,paym5t ,advisory ,commission = purposes ( c>ry+ out ?is "p4 7e7 ,regulations 7#a7 ,9 g5]al ,! ,secret>y %all1 pursuant to rulemak+1 specify1 9 accordance ) p>agraph 7#b71 ! in=mation t mu/ be submitt$ "u subsection 7a77#d74 7#b7 ,in=mation specifi$ ,in=mation describ$ 9 p>agraph 7#a71 ) respect to a select$ drug1 %all include in=mation on sales ( ! drug 7by ! manufactur] ( ! drug or by ano!r entity "u lic5se or o!r agreem5t ) ! manufactur]1 ) respect to ! sales ( su* drug1 reg>dless ( ! "n "u :i* ! drug is sold7 9 any =eign c\ntry t is "p ( ! ,,aim price4 ,! ,secret>y %all v]ify1 to ! ext5t practicable1 su* sales f appropriate (ficials ( ! gov]nm5t ( ! =eign c\ntry involv$4 7f7 ,compliance ) requirem5ts = adm9i/ration ( program ,ea* manufactur] ) an agreem5t 9 effect "u ?is section %all comply ) requirem5ts impos$ by ! ,secret>y or a ?ird p>ty ) a contract "u section #aaif7;c77#a71 z applicable1 = purposes ( adm9i/]+ ! program4 #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 7b7 & 7c71 ! ,secret>y & ! manufactur]-- 7#a7 %all dur+ ! volunt>y negotiation p]iod ) respect to ! initial price applicability ye> = su* drug1 9 accordance ) ?is section1 negotiate a maximum fair price = su* drug = ! purpose describ$ 9 section #aaic7;a77#a72 & 7#b7 z applicable pursuant to section #aaic7;a77#b7 & 9 accordance ) ! process specifi$ pursuant to su* section1 r5egotiate su* maximum fair price = su* drug = ! purpose describ$ 9 su* section4 7b7 ,negotiat+ me?odology & objective 7#a7 ,9 g5]al ,! ,secret>y %all develop & use a consi/5t me?odology = negotiations "u subsection 7a7 t1 9 accordance ) p>agraph 7#b7 & subject to p>agraph 7#c71 a*ieves ! l[e/ maximum fair price = ea* select$ drug :ile appropriately rew>d+ innovation4 7#b7 ,prioritiz+ factors ,9 consid]+ ! factors describ$ 9 subsection 7d7 9 negotiat+ 7&1 z applicable1 r5egotiat+7 ! maximum fair price = a select$ drug1 ! ,secret>y %all1 to ! ext5t practicable1 consid] all ( ! available factors li/$ b %all prioritize ! foll[+ factors3 7,a7 ,rese>* & developm5t co/s ,! factor describ$ 9 p>agraph 7#a77;,a7 ( subsection 7d74 7,b7 ,m>ket data ,! factor describ$ 9 p>agraph 7#a77;,b7 ( su* subsection4 7,c7 ,unit co/s ( production & di/ribution ,! factor describ$ 9 p>agraph 7#a77;,c7 ( su* subsection4 7,d7 ,comp>ison to exi/+ !rapeutic alt]natives ,! factor describ$ 9 p>agraph 7#b77;,a7 ( su* subsection4 7#c7 ,requirem5t 7,a7 ,9 g5]al ,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 9 ! case t ! manufactur] ( ! select$ drug (f]s "u ! negotiation or r5egotiation1 z applicable1 a price = su* drug t is n m ?an ! t>get price describ$ 9 subp>agraph 7,b7 = su* drug = ! respective ye>1 ! ,secret>y %all agree "u su* negotiation or r5egotiation1 respectively1 to su* (f]$ price z ! maximum fair price4 7,b7 ,t>get price 7i7 ,9 g5]al ,subject to clause 7ii71 ! t>get price describ$ 9 ?is subp>agraph = a select$ drug ) respect to a ye>1 is ! av]age price 7:i* %all be ! net av]age price1 if practicable1 & volume-weight$1 if practicable7 = a unit ( su* drug = sales ( su* drug1 z comput$ 7across diff]5t dosage =ms & /r5g?s ( ! drug & n bas$ on ! specific =mulation or package size or package type ( ! drug7 9 ! applicable c\ntry describ$ 9 section #aaia7;c77#c77;,b7 ) respect to su* drug t1 ) respect to su* ye>1 has ! l[e/ av]age price = su* drug z comp>$ to ! av]age prices 7z s comput$7 ( su* drug ) respect to su* ye> 9 ! o!r applicable c\ntries describ$ 9 su* section ) respect to su* drug4 7ii7 ,select$ drugs )\t ,,aim price ,9 apply+ ?is p>agraph 9 ! case ( negotiat+ ! maximum fair price ( a select$ drug = :i* !re is no ,,aim price available ) respect to ! initial price applicability ye> = su* drug1 or1 z applicable1 r5egotiat+ ! maximum fair price = su* drug ) respect to a subsequ5t ye> dur+ ! price applicability p]iod = su* drug be=e ! fir/ plan ye> = :i* !re is an ,,aim price available = su* drug1 ! t>get price describ$ 9 ?is subp>agraph = su* drug & respective ye> is ! am\nt t is #hj p]c5t ( ! av]age manufactur] price 7z def9$ 9 section #aibg7k77#a77 = su* drug & ye>4 7c7 ,limitation 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 ! maximum fair price negotiat$ 7includ+ z r5egotiat$7 "u ?is section = a select$ drug1 ) respect to ea* plan ye> dur+ a price applicability p]iod = su* drug1 %all n exce$ #abj p]c5t ( ! ,,aim price applicable to su* drug ) respect to su* ye>4 7#b7 ,select$ drugs )\t ,,aim price ,9 ! case ( a select$ drug = :i* !re is no ,,aim price available ) respect to ! initial price applicability ye> = su* drug1 = ea* plan ye> dur+ ! price applicability p]iod be=e ! fir/ plan ye> = :i* !re is an ,,aim price available = su* drug1 ! maximum fair price negotiat$ 7includ+ z r5egotiat$7 "u ?is section = ! select$ drug %all n exce$ ! am\nt equal to #he p]c5t ( ! av]age manufactur] price = ! drug ) respect to su* ye>4 7d7 ,consid]ations ,= 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 ! ,secret>y1 consi/5t ) subsection 7b77#b71 %all take into consid]ation ! factors describ$ 9 p>agraphs 7#a71 7#b71 7#c71 & 7#e71 & may take into consid]ation ! factor describ$ 9 p>agraph 7#d73 7#a7 ,manufactur]-specific in=mation ,! foll[+ in=mation1 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$]al f9ancial support = novel !rapeutic discov]y & developm5t ) respect to ! drug4 7,e7 ,data on pat5ts & on exi/+ & p5d+ exclusivity = ! drug4 7,f7 ,national sales data = ! drug4 7,g7 ,in=mation on cl9ical trials = ! drug 9 ! ,unit$ ,/ates or 9 applicable c\ntries describ$ 9 section #aaia7;c77#c77;,b74 7#b7 ,in=mation on alt]native products ,! foll[+ in=mation3 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 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 ,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$1 or n t]m9ally ill4 ,no?+ 9 ! previ\s s5t5ce %all affect ! application or consid]ation ( an ,,aim price = a select$ drug4 7#c7 ,=eign sales in=mation ,to ! ext5t available on a timely basis1 includ+ z provid$ by a manufactur] ( ! select$ drug or o!rwise1 in=mation on sales ( ! select$ drug 9 ea* ( ! c\ntries describ$ 9 section #aaia7;c77#c77;,b74 7#d7 ,,va drug pric+ in=mation ,in=mation disclos$ to ! ,secret>y pursuant to subsection 7f74 7#e7 ,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 7e7 ,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 7d77#a72 & 7#b7 by n lat] ?an ,octob] #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 may require4 ,! ,secret>y %all reque/1 f ! manufactur] or o!rs1 su* additional in=mation z may be ne$$ to c>ry out ! negotiation & r5egotiation process "u ?is section4 7f7 ,disclosure ( in=mation ,= purposes ( ?is "p1 ! ,secret>y ( ,vet]ans ,affairs may disclose to ! ,secret>y ( ,heal? & ,human ,s]vices ! price ( any negotiation-eligible drug t is pur*as$ pursuant to section #habf ( title #ch1 ,unit$ ,/ates ,code4 #aaie4 ,publication ( maximum fair prices 7a7 ,9 g5]al ,) respect to an initial price applicability ye> & select$ drug ) respect to su* ye>1 n lat] ?an ,april #a ( ! plan ye> prior to su* initial price applicability ye>1 ! ,secret>y %all publi% 9 ! ,f$]al ,regi/] ! maximum fair price = su* drug negotiat$ "u ?is "p ) ! manufactur] ( su* drug4 7b7 ,updates 7#a7 ,subsequ5t ye> maximum fair prices ,= a select$ drug1 = ea* plan ye> subsequ5t to ! initial price applicability ye> = su* drug ) respect to :i* an agreem5t = su* drug is 9 effect "u section #aaic1 ! ,secret>y %all publi% 9 ! ,f$]al ,regi/]-- 7,a7 subject to subp>agraph 7,b71 ! am\nt equal to ! maximum fair price publi%$ = 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$ures 7includ+ ?r\gh agreem5ts ) manufactur]s "u ?is "p1 contracts ) prescription drug plans "u "p ,d ( title ,,xviii & ,,ma-,,pd plans "u "p ,c ( su* title1 & agreem5ts "u section #aaig ) gr\p heal? plans & heal? insurance issu]s ( heal? insurance cov]age (f]$ 9 ! individual or gr\p m>ket7 "u :i* ! maximum fair price = a select$ drug is provid$ to fair price eligible individuals1 :o ) respect to su* drug are describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a71 at ph>macies or by mail ord] s]vice at ! po9t-(-sale ( ! drug = ! applicable price p]iod = su* drug & provid+ t su* maximum fair price is us$ = det]m9+ co/-%>+ "u su* plans or cov]age = ! select$ drug4 7,b7 ,! e/abli%m5t ( proc$ures 7includ+ ?r\gh agreem5ts ) manufactur]s "u ?is "p & contracts ) hospitals1 physicians1 & o!r provid]s ( s]vices & suppli]s & agreem5ts "u section #aaig ) gr\p heal? plans & heal? insurance issu]s ( heal? insurance cov]age (f]$ 9 ! individual or gr\p m>ket7 "u :i*1 9 ! case ( a select$ drug furni%$ or adm9i/]$ by su* a hospital1 physician1 or o!r provid] ( s]vices or suppli] to fair price eligible individuals 7:o ) respect to su* drug are describ$ 9 subp>agraph 7,b7 ( section #aaia7;c77#a771 ! maximum fair price = ! select$ drug is provid$ to su* hospitals1 physicians1 & o!r provid]s ( s]vices & suppli]s 7z applicable7 ) respect to su* individuals & provid+ t su* maximum fair price is us$ = det]m9+ co/-%>+ "u ! respective "p1 plan1 or cov]age = ! select$ drug4 7,c7 ,! e/abli%m5t ( proc$ures 7includ+ ?r\gh agreem5ts & contracts describ$ 9 subp>agraphs 7,a7 & 7,b77 to ensure t1 n lat] ?an #ij days aft] ! disp5s+ ( a select$ drug to a fair price eligible individual 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 ! less] (-- 7,i7 ! :olesale acquisition co/ ( ! drug2 7,,ii7 ! national av]age drug acquisition co/ ( ! drug2 & 7,,iii7 any o!r simil> det]m9ation ( ph>macy acquisition co/s ( ! drug1 z det]m9$ by ! ,secret>y2 & 7ii7 ! maximum fair price = ! drug4 7,d7 ,! 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 ( fair price eligible individuals z ! ,secret>y may specify2 & 7ii7 any o!r disc\nts4 7,e7 ,! e/abli%m5t ( proc$ures to ent] into appropriate agreem5ts & protocols = ! ongo+ computation ( ,,aim prices = select$ drugs1 includ+1 to ! ext5t possible1 to compute ! ,,aim price = select$ drugs & includ+ by provid+ t ! manufactur] ( su* a select$ drug %\ld provide in=mation = su* computation n lat] ?an #c mon?s aft] ! fir/ date ( ! volunt>y negotiation p]iod = su* select$ drug4 7,f7 ,! 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,g7 ,! e/abli%m5t ( proc$ures to negotiate & apply ! maximum fair price 9 a mann] t does n include any disp5s+ or simil> fee4 7,h7 ,! e/abli%m5t ( proc$ures to c>ry out ! provisions ( ?is "p1 z applicable1 ) respect to-- 7i7 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 fair price eligible individuals :o are enroll$ "u a gr\p heal? plan or heal? insurance cov]age (f]$ by a heal? insurance issu] 9 ! individual or gr\p m>ket ) respect to :i* !re is an agreem5t 9 effect "u section #aaig2 & 7iii7 fair price eligible individuals :o are entitl$ to b5efits "u "p ,a ( title ,,xviii or enroll$ "u "p ,b ( su* title4 7,i7 ,! e/abli%m5t ( a negotiation process & r5egotiation process 9 accordance ) section #aaid1 includ+ a process = acquir+ in=mation describ$ 9 subsection 7d7 ( su* section & det]m9+ am\nts describ$ 9 subsection 7b7 ( su* section4 7,j7 ,! provision ( a reasonable dispute resolution me*anism to resolve disagreem5ts betwe5 manufactur]s1 fair price eligible individuals1 & ! ?ird p>ty ) a contract "u subsection 7c77#a74 7#b7 ,monitor+ compliance 7,a7 ,9 g5]al ,! ,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 may be report$4 7,b7 ,notification ,if a ?ird p>ty ) a contract "u subsection 7c77#a7 det]m9es t ! manufactur] is n 9 compliance ) su* agreem5t1 ! ?ird p>ty %all notify ! ,secret>y ( su* noncompliance = appropriate en=cem5t "u section #daib ( ! ,int]nal ,rev5ue ,code ( #aihf or section #aaih1 z applicable4 7b7 ,collection ( data 7#a7 ,f prescription drug plans & ,,ma-,,pd plans ,! ,secret>y may collect appropriate data f prescription drug plans "u "p ,d ( title ,,xviii & ,,ma-,,pd plans "u "p ,c ( su* title 9 a timeframe t all[s = maximum fair prices to be provid$ "u ?is "p = select$ drugs4 7#b7 ,f heal? plans ,! ,secret>y may collect appropriate data f gr\p heal? plans or heal? insurance issu]s (f]+ gr\p or individual heal? insurance cov]age 9 a timeframe t all[s = maximum fair prices to be provid$ "u ?is "p = select$ drugs4 7#c7 ,coord9ation ( data collection ,to ! ext5t feasible1 z det]m9$ by ! ,secret>y1 ! ,secret>y %all ensure t data collect$ pursuant to ?is subsection is coord9at$ )1 & n duplicative (1 o!r ,f$]al data collection ef=ts4 7c7 ,contract ) ?ird p>ties 7#a7 ,9 g5]al ,! ,secret>y may ent] into a contract ) #a or m ?ird p>ties to adm9i/] ! requirem5ts e/abli%$ by ! ,secret>y 9 ord] to c>ry out ?is "p4 ,at a m9imum1 ! contract ) a ?ird p>ty "u ! prec$+ s5t5ce %all require t ! ?ird p>ty-- 7,a7 receive & transmit in=mation betwe5 ! ,secret>y1 manufactur]s1 & o!r individuals or entities ! ,secret>y det]m9es appropriate2 7,b7 receive1 di/ribute1 or facilitate ! di/ribution ( funds ( manufactur]s to appropriate individuals or entities 9 ord] to meet ! obligations ( manufactur]s "u agreem5ts "u ?is "p2 7,c7 provide adequate & timely in=mation to manufactur]s1 consi/5t ) ! agreem5t ) ! manufactur] "u ?is "p1 z necess>y = ! manufactur] to fulfill its obligations "u ?is "p2 & 7,d7 p]mit manufactur]s to conduct p]iodic audits1 directly or ?r\gh contracts1 ( ! data & in=mation us$ by ! ?ird p>ty to det]m9e disc\nts = applicable drugs ( ! manufactur] "u ! program4 7#b7 ,p]=mance requirem5ts ,! ,secret>y %all e/abli% p]=mance requirem5ts = a ?ird p>ty ) a contract "u p>agraph 7#a7 & safegu>ds to protect ! indep5d5ce & integrity ( ! activities c>ri$ out by ! ?ird p>ty "u ! program "u ?is "p4 #aaig4 ,volunt>y p>ticipation by o!r heal? plans 7a7 ,agreem5t ,to p>ticipate "u program 7#a7 ,9 g5]al ,subject to p>agraph 7#b71 "u ! program "u ?is "p ! ,secret>y %all be treat$ z hav+ 9 effect an agreem5t ) a gr\p heal? plan or heal? insurance issu] (f]+ gr\p or individual heal? insurance cov]age 7z su* t]ms are def9$ 9 section #bgia ( ! ,public ,heal? ,s]vice ,act71 ) respect to a price applicability p]iod & a select$ drug ) respect to su* p]iod-- 7,a7 ) respect to su* select$ drug furni%$ or disp5s$ at a ph>macy or by mail ord] s]vice if cov]age is provid$ "u su* plan or cov]age dur+ su* p]iod = su* select$ drug z s furni%$ or disp5s$2 & 7,b7 ) respect to su* select$ drug furni%$ or adm9i/]$ by a hospital1 physician1 or o!r provid] ( s]vices or suppli] if cov]age is provid$ "u su* plan or cov]age dur+ su* p]iod = su* select$ drug z s furni%$ or adm9i/]$4 7#b7 ,opt+ out ( agreem5t ,! ,secret>y %all n be treat$ z hav+ 9 effect an agreem5t "u ! program "u ?is "p ) a gr\p heal? plan or heal? insurance issu] (f]+ gr\p or individual heal? insurance cov]age ) respect to a price applicability p]iod & a select$ drug ) respect to su* p]iod if su* a plan or issu] affirmatively elects1 ?r\gh a process specifi$ by ! ,secret>y1 n to p>ticipate "u ! program ) respect to su* p]iod & drug4 7b7 ,publication ( election ,) respect to ea* price applicability p]iod & ea* select$ drug ) respect to su* p]iod1 ! ,secret>y & ! ,secret>y ( ,labor & ! ,secret>y ( ! ,treasury1 z applicable1 %all make public a li/ ( ea* gr\p heal? plan & ea* heal? insurance issu] (f]+ gr\p or individual heal? insurance cov]age1 ) respect to :i* cov]age is provid$ "u su* plan or cov]age = su* drug1 t has elect$ "u subsection 7a7 n to p>ticipate "u ! program ) respect to su* p]iod & drug4 #aaih4 ,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 plan ye> dur+ ! price applicability p]iod = 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 fair price eligible individual :o ) respect to su* drug is describ$ 9 subp>agraph 7,a7 ( section #aaia7;c77#a7 & :o is furni%$ or disp5s$ su* drug dur+ su* ye>2 or 7#b7 to a hospital1 physician1 or o!r provid] ( s]vices or suppli] ) respect to 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 ! diff]5ce betwe5 ! price = su* drug made available = su* ye> by su* manufactur] ) respect to su* individual or hospital1 physician1 provid]1 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 plan ye> dur+ ! price applicability p]iod = su* drug1 t is 9 violation ( a requirem5t impos$ pursuant to section #aaic7;a77#f7 %all be subject to a civil monet>y p5alty ( n m ?an #a1jjj1jjj = ea* su* violation4 7c7 ,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$+ "u section #aabh;,a7a74 #aaii4 ,miscellane\s provisions 7a7 ,pap]work ,r$uction ,act ,*apt] #ce ( title #dd1 ,unit$ ,/ates ,code1 %all n apply to data collect$ "u ?is "p4 7b7 ,limitation on judicial review ,! foll[+ %all n be subject to judicial review3 7#a7 ,! selection ( drugs = publication "u section #aaib7;a74 7#b7 ,! det]m9ation ( :e!r a drug is a negotiation-eligible drug "u section #aaib7;d74 7#c7 ,! det]m9ation ( ! maximum fair price ( a select$ drug "u section #aaid4 7#d7 ,! det]m9ation ( units ( a drug = purposes ( section #aaia7;c77#c74 7c7 ,coord9ation ,9 c>ry+ out ?is "p ) respect to gr\p heal? plans or heal? insurance cov]age (f]$ 9 ! gr\p m>ket t are subject to ov]sight by ! ,secret>y ( ,labor or ! ,secret>y ( ! ,treasury1 ! ,secret>y ( ,heal? & ,human ,s]vices %all coord9ate ) su* respective ,secret>y4 7d7 ,data %>+ ,! ,secret>y %all %>e ) ! ,secret>y ( ! ,treasury su* in=mation z is necess>y to det]m9e ! tax impos$ by section #daib ( ! ,int]nal ,rev5ue ,code ( #aihf4 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 def9$ 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 plan ye> dur+ su* p]iod aft] p>agraph 7#d74 7,b7 ,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$ by ins]t+ 1 except z provid$ "u "p ,e ( title ,,xi aft] ! ,secret>y4 7,c7 ,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 def9$ 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 ! maximum fair price 7z def9$ 9 section #aaia7;c77#b77 = su* drug & = ea* plan ye> dur+ su* p]iod4 4 7,d7 ,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 #aaif7;b74 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 ,"u gr\p heal? plans & heal? insurance cov]age 7,a7 ,,phsa ,"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[+ new section3 #bgii;,a-#aa4 ,fair ,price ,negotiation ,program & application ( maximum fair prices 7a7 ,9 g5]al ,9 ! case ( a gr\p heal? plan or heal? insurance issu] (f]+ gr\p or individual heal? insurance cov]age t is treat$ "u section #aaig ( ! ,social ,security ,act z hav+ 9 effect an agreem5t ) ! ,secret>y "u ! ,fair ,price ,negotiation ,program "u "p ,e ( title ,,xi ( su* ,act1 ) respect to a price applicability p]iod 7z def9$ 9 section #aaia7;b7 ( su* ,act7 & a select$ drug 7z def9$ 9 section #aaib7;c7 ( su* ,act7 ) respect to su* p]iod ) respect to :i* cov]age is provid$ "u su* plan or cov]age-- 7#a7 ! provisions ( su* "p %all apply-- 7,a7 if cov]age ( su* select$ drug is provid$ "u su* plan or cov]age if ! drug is furni%$ or disp5s$ at a ph>macy or by a mail ord] s]vice1 to ! plans or cov]age (f]$ by su* plan or issu]1 & to ! individuals enroll$ "u su* plans or cov]age1 dur+ su* p]iod1 ) respect to su* select$ drug1 9 ! same mann] z su* provisions apply to prescription drug plans & ,,ma-,,pd plans1 & to individuals enroll$ "u su* prescription drug plans & ,,ma-,,pd plans dur+ su* p]iod2 & 7,b7 if cov]age ( su* select$ drug is provid$ "u su* plan or cov]age if ! drug is furni%$ or adm9i/]$ by a hospital1 physician1 or o!r provid] ( s]vices or suppli]1 to ! plans or cov]age (f]$ by su* plan or issu]s1 to ! individuals enroll$ "u su* plans or cov]age1 & to hospitals1 physicians1 & o!r provid]s ( s]vices & suppli]s dur+ su* p]iod1 ) respect to su* drug 9 ! same mann] z su* provisions apply to ! ,secret>y1 to individuals entitl$ to b5efits "u "p ,a ( title ,,xviii or enroll$ "u "p ,b ( su* title1 & to hospitals1 physicians1 & o!r provid]s & suppli]s p>ticipat+ "u title ,,xviii dur+ su* p]iod2 7#b7 ! plan or issu] %all apply any co/-%>+ responsibilities "u su* plan or cov]age1 ) respect to su* select$ drug1 by sub/itut+ an am\nt n m ?an ! maximum fair price negotiat$ "u su* "p ,e ( title ,,xi = su* drug 9 lieu ( ! drug price ^u :i* ! co/-%>+ w\ld h o!rwise appli$1 & su* co/-%>+ responsibilities ) respect to su* select$ drug may n exce$ su* maximum fair price2 & 7#c7 ! ,secret>y %all apply ! provisions ( su* "p ,e to su* plan1 issu]1 & cov]age1 su* individuals s enroll$ 9 su* plans & cov]age1 & su* hospitals1 physicians1 & o!r provid]s & suppli]s p>ticipat+ 9 su* plans & cov]age4 7b7 ,notification reg>d+ nonp>ticipation 9 ,fair ,price ,negotiation ,program ,a gr\p heal? plan or a heal? insurance issu] (f]+ gr\p or individual heal? insurance cov]age %all publicly disclose 9 a mann] & 9 accordance ) a process specifi$ by ! ,secret>y any election made "u section #aaig ( ! ,social ,security ,act by ! plan or issu] to n p>ticipate 9 ! ,fair ,price ,negotiation ,program "u "p ,e ( title ,,xi ( su* ,act ) respect to a select$ drug 7z def9$ 9 section #aaib7;c7 ( su* ,act7 = :i* cov]age is provid$ "u su* plan or cov]age be=e ! beg9n+ ( ! plan ye> = :i* su* election 0 made4 4 7,b7 ,,erisa 7i7 ,9 g5]al ,subp>t ,b ( "p #g ( subtitle ,b ( title ,i ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd 7#bi ,u4,s4,c4 #aaha et seq47 is am5d$ by add+ at ! end ! foll[+ new section3 #gbf4 ,fair ,price ,negotiation ,program & application ( maximum fair prices 7a7 ,9 g5]al ,9 ! case ( a gr\p heal? plan or heal? insurance issu] (f]+ gr\p heal? insurance cov]age t is treat$ "u section #aaig ( ! ,social ,security ,act z hav+ 9 effect an agreem5t ) ! ,secret>y "u ! ,fair ,price ,negotiation ,program "u "p ,e ( title ,,xi ( su* ,act1 ) respect to a price applicability p]iod 7z def9$ 9 section #aaia7;b7 ( su* ,act7 & a select$ drug 7z def9$ 9 section #aaib7;c7 ( su* ,act7 ) respect to su* p]iod ) respect to :i* cov]age is provid$ "u su* plan or cov]age-- 7#a7 ! provisions ( su* "p %all apply1 z applicable-- 7,a7 if cov]age ( su* select$ drug is provid$ "u su* plan or cov]age if ! drug is furni%$ or disp5s$ at a ph>macy or by a mail ord] s]vice1 to ! plans or cov]age (f]$ by su* plan or issu]1 & to ! individuals enroll$ "u su* plans or cov]age1 dur+ su* p]iod1 ) respect to su* select$ drug1 9 ! same mann] z su* provisions apply to prescription drug plans & ,,ma-,,pd plans1 & to individuals enroll$ "u su* prescription drug plans & ,,ma-,,pd plans dur+ su* p]iod2 & 7,b7 if cov]age ( su* select$ drug is provid$ "u su* plan or cov]age if ! drug is furni%$ or adm9i/]$ by a hospital1 physician1 or o!r provid] ( s]vices or suppli]1 to ! plans or cov]age (f]$ by su* plan or issu]s1 to ! individuals enroll$ "u su* plans or cov]age1 & to hospitals1 physicians1 & o!r provid]s ( s]vices & suppli]s dur+ su* p]iod1 ) respect to su* drug 9 ! same mann] z su* provisions apply to ! ,secret>y1 to individuals entitl$ to b5efits "u "p ,a ( title ,,xviii or enroll$ "u "p ,b ( su* title1 & to hospitals1 physicians1 & o!r provid]s & suppli]s p>ticipat+ "u title ,,xviii dur+ su* p]iod2 7#b7 ! plan or issu] %all apply any co/-%>+ responsibilities "u su* plan or cov]age1 ) respect to su* select$ drug1 by sub/itut+ an am\nt n m ?an ! maximum fair price negotiat$ "u su* "p ,e ( title ,,xi = su* drug 9 lieu ( ! drug price ^u :i* ! co/-%>+ w\ld h o!rwise appli$1 & su* co/-%>+ responsibilities ) respect to su* select$ drug may n exce$ su* maximum fair price2 & 7#c7 ! ,secret>y %all apply ! provisions ( su* "p ,e to su* plan1 issu]1 & cov]age1 & su* individuals s enroll$ 9 su* plans4 7b7 ,notification reg>d+ nonp>ticipation 9 ,fair ,price ,negotiation ,program ,a gr\p heal? plan or a heal? insurance issu] (f]+ gr\p heal? insurance cov]age %all publicly disclose 9 a mann] & 9 accordance ) a process specifi$ by ! ,secret>y any election made "u section #aaig ( ! ,social ,security ,act by ! plan or issu] to n p>ticipate 9 ! ,fair ,price ,negotiation ,program "u "p ,e ( title ,,xi ( su* ,act ) respect to a select$ drug 7z def9$ 9 section #aaib7;c7 ( su* ,act7 = :i* cov]age is provid$ "u su* plan or cov]age be=e ! beg9n+ ( ! plan ye> = :i* su* election 0 made4 4 7ii7 ,application to retiree & c]ta9 small gr\p heal? plans ,section #gcb7;a7 ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd 7#bi ,u4,s4,c4 #aaia;a7a77 is am5d$ by /rik+ section #gaa & ins]t+ sections #gaa & #gbf4 7iii7 ,cl]ical am5dm5t ,! table ( sections = subp>t ,b ( "p #g ( subtitle ,b ( title ,i ( ! ,employee ,retirem5t ,income ,security ,act ( #aigd is am5d$ by add+ at ! end ! foll[+3 ,sec4 #gbf4 ,fair ,price ,negotiation ,program & application ( maximum fair prices4 4 7,c7 ,,irc 7i7 ,9 g5]al ,sub*apt] ,b ( *apt] #ajj ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new section3 #ihbf4 ,fair ,price ,negotiation ,program & application ( maximum fair prices 7a7 ,9 g5]al ,9 ! case ( a gr\p heal? plan t is treat$ "u section #aaig ( ! ,social ,security ,act z hav+ 9 effect an agreem5t ) ! ,secret>y "u ! ,fair ,price ,negotiation ,program "u "p ,e ( title ,,xi ( su* ,act1 ) respect to a price applicability p]iod 7z def9$ 9 section #aaia7;b7 ( su* ,act7 & a select$ drug 7z def9$ 9 section #aaib7;c7 ( su* ,act7 ) respect to su* p]iod ) respect to :i* cov]age is provid$ "u su* plan-- 7#a7 ! provisions ( su* "p %all apply1 z applicable-- 7,a7 if cov]age ( su* select$ drug is provid$ "u su* plan if ! drug is furni%$ or disp5s$ at a ph>macy or by a mail ord] s]vice1 to ! plan1 & to ! individuals enroll$ "u su* plan dur+ su* p]iod1 ) respect to su* select$ drug1 9 ! same mann] z su* provisions apply to prescription drug plans & ,,ma-,,pd plans1 & to individuals enroll$ "u su* prescription drug plans & ,,ma-,,pd plans dur+ su* p]iod2 & 7,b7 if cov]age ( su* select$ drug is provid$ "u su* plan if ! drug is furni%$ or adm9i/]$ by a hospital1 physician1 or o!r provid] ( s]vices or suppli]1 to ! plan1 to ! individuals enroll$ "u su* plan1 & to hospitals1 physicians1 & o!r provid]s ( s]vices & suppli]s dur+ su* p]iod1 ) respect to su* drug 9 ! same mann] z su* provisions apply to ! ,secret>y1 to individuals entitl$ to b5efits "u "p ,a ( title ,,xviii or enroll$ "u "p ,b ( su* title1 & to hospitals1 physicians1 & o!r provid]s & suppli]s p>ticipat+ "u title ,,xviii dur+ su* p]iod2 7#b7 ! plan %all apply any co/-%>+ responsibilities "u su* plan1 ) respect to su* select$ drug1 by sub/itut+ an am\nt n m ?an ! maximum fair price negotiat$ "u su* "p ,e ( title ,,xi = su* drug 9 lieu ( ! drug price ^u :i* ! co/-%>+ w\ld h o!rwise appli$1 & su* co/-%>+ responsibilities ) respect to su* select$ drug may n exce$ su* maximum fair price2 & 7#c7 ! ,secret>y %all apply ! provisions ( su* "p ,e to su* plan & su* individuals s enroll$ 9 su* plan4 7b7 ,notification reg>d+ nonp>ticipation 9 ,fair ,price ,negotiation ,program ,a gr\p heal? plan %all publicly disclose 9 a mann] & 9 accordance ) a process specifi$ by ! ,secret>y any election made "u section #aaig ( ! ,social ,security ,act by ! plan to n p>ticipate 9 ! ,fair ,price ,negotiation ,program "u "p ,e ( title ,,xi ( su* ,act ) respect to a select$ drug 7z def9$ 9 section #aaib7;c7 ( su* ,act7 = :i* cov]age is provid$ "u su* plan be=e ! beg9n+ ( ! plan ye> = :i* su* election 0 made4 4 7ii7 ,application to retiree & c]ta9 small gr\p heal? plans ,section #ihca7;a77#b7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by ins]t+ o!r ?an ) respect to section #ihbf1 be=e any gr\p heal? plan4 7iii7 ,cl]ical am5dm5t ,! table ( sections = sub*apt] ,b ( *apt] #ajj ( su* ,code is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #ihbf4 ,fair ,price ,negotiation ,program & application ( maximum fair prices4 4 7#c7 ,fair price negotiation program prices includ$ 9 be/ price & ,,amp ,section #aibg ( ! ,social ,security ,act 7#db ,u4,s4,c4 #acifr-#h7 is am5d$-- 7,a7 9 subsection 7c77#a77;,c77ii7-- 7i7 9 subclause 7,,iii71 by /rik+ at ! end 2 &2 7ii7 9 subclause 7,,iv71 by /rik+ at ! end ! p]iod & ins]t+ 2 &2 & 7iii7 by add+ at ! end ! foll[+ new subclause3 7,v7 9 ! case ( a rebate p]iod & a cov]$ outpati5t drug t is a select$ drug 7z def9$ 9 section #aaib7;c77 dur+ su* rebate p]iod1 %all be inclusive ( ! price = su* drug made available f ! manufactur] dur+ ! rebate p]iod by reason ( application ( "p ,e ( title ,,xi to any :olesal]1 retail]1 provid]1 heal? ma9t5ance organization1 nonpr(it entity1 or gov]nm5tal entity )9 ! ,unit$ ,/ates4 2 & 7,b7 9 subsection 7k77#a77;,b71 by add+ at ! end ! foll[+ new clause3 7iii7 ,cl>ification ,not)/&+ clause 7i71 9 ! case ( a rebate p]iod & a cov]$ outpati5t drug t is a select$ drug 7z def9$ 9 section #aaib7;c77 dur+ su* rebate p]iod1 any r$uction 9 price paid dur+ ! rebate p]iod to ! manufactur] = ! drug by a :olesal] or retail community ph>macy describ$ 9 subp>agraph 7,a7 by reason ( application ( "p ,e ( title ,,xi %all be includ$ 9 ! av]age manufactur] price = ! cov]$ outpati5t drug4 4 7#d7 ,,fehbp ,section #hijb ( title #e1 ,unit$ ,/ates ,code1 is am5d$ by add+ at ! end ! foll[+3 7p7 ,a contract may n be made or a plan approv$ "u ?is *apt] ) any c>ri] t has affirmatively elect$1 pursuant to section #aaig ( ! ,social ,security ,act1 n to p>ticipate 9 ! ,fair ,price ,negotiation ,program e/abli%$ "u section #aaia ( su* ,act = any select$ drug 7z t t]m is def9$ 9 section #aaib7;c7 ( su* ,act74 4 7#e7 ,option ( ,secret>y ( ,vet]ans ,affairs to pur*ase cov]$ drugs at maximum fair prices ,section #habf ( title #ch1 ,unit$ ,/ates ,code1 is am5d$-- 7,a7 9 subsection 7a77#b71 by ins]t+ 1 subject to subsection 7j71 aft] may n exce$2 7,b7 9 subsection 7d71 9 ! matt] prec$+ p>agraph 7#a71 by ins]t+ 1 subject to subsection 7j7 aft] = ! procurem5t ( ! drug2 & 7,c7 by add+ at ! end ! foll[+ new subsection3 7j7 7#a7 ,9 ! case ( a cov]$ drug t is a select$ drug1 = any ye> dur+ ! price applicability p]iod = su* drug1 if ! ,secret>y det]m9es t ! maximum fair price ( su* drug = su* ye> is less ?an ! price = su* drug o!rwise 9 effect pursuant to ?is section 7includ+ aft] application ( any r$uction "u subsection 7a77#b7 & any disc\nt "u subsection 7c771 at ! option ( ! ,secret>y1 9 lieu ( ! maximum price 7det]m9$ aft] application ( ! r$uction "u subsection 7a77#b7 & any disc\nt "u subsection 7c71 z applicable7 t w\ld be p]mitt$ to be *>g$ dur+ su* ye> = su* drug pursuant to ?is section )\t application ( ?is subsection1 ! maximum price p]mitt$ to be *>g$ dur+ su* ye> = su* drug pursuant to ?is section %all be su* maximum fair price = su* drug & ye>4 7#b7 ,= purposes ( ?is subsection3 7,a7 ,! t]m maximum fair price means1 ) respect to a select$ drug & ye> dur+ ! price applicability p]iod = su* drug1 ! maximum fair price 7z def9$ 9 section #aaia7;c77#b7 ( ! ,social ,security ,act7 = su* drug & ye>4 7,b7 ,! t]m negotiation eligible drug has ! mean+ giv5 su* t]m 9 section #aaib7;d77#a7 ( ! ,social ,security ,act4 7,c7 ,! t]m price applicability p]iod has1 ) respect to a select$ drug1 ! mean+ giv5 su* t]m 9 section #aaia7;b77#b7 ( su* ,act4 7,d7 ,! t]m select$ drug means1 ) respect to a ye>1 a drug t is a select$ drug "u section #aaib7;c7 ( su* ,act = su* ye>4 4 #acijjb4 ,select$ drug manufactur] excise tax impos$ dur+ noncompliance p]iods 7a7 ,9 g5]al ,sub*apt] ,e ( *apt] #cb ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ at ! end ! foll[+ new section3 #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 ! ,june #af? 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 ! ,april #a/ imm$iately foll[+ ! ,june #af? describ$ 9 p>agraph 7#a7 & end+ on ! fir/ date dur+ :i* ! manufactur] ( ! drug has 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$4 7#e7 ,9 ! case ( a select$ drug ) respect to :i* a paym5t is due "u subsection 7c7 ( su* section #aaic1 ! p]iod beg9n+ on ! date on :i* ! ,secret>y ( ,heal? & ,human ,s]vices c]tifies t su* paym5t is ov]due & end+ on ! date t su* paym5t is made 9 full4 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$uction = excise tax paym5ts ,section #bge ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by add+ or by section #daib be=e ! p]iod at ! end ( subsection 7a77#f74 7c7 ,con=m+ am5dm5ts 7#a7 ,section #dbba7;a7 ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by ins]t+ or #daib aft] section #daia4 7#b7 ,section #fdaf7;b77#b7 ( su* ,code is am5d$ by ins]t+ or #daib aft] section #daia4 7d7 ,cl]ical am5dm5ts 7#a7 ,! head+ ( sub*apt] ,e ( *apt] #cb ( ! ,int]nal ,rev5ue ,code ( #aihf is am5d$ by /rik+ ,m$ical devices & ins]t+ ,o!r m$ical products4 7#b7 ,! table ( sub*apt]s = *apt] #cb ( su* ,code is am5d$ by /rik+ ! item relat+ to sub*apt] ,e & ins]t+ ! foll[+ new item3 ,sub*apt] ,e4 ,o!r m$ical products 4 7#c7 ,! table ( sections = sub*apt] ,e ( *apt] #cb ( su* ,code is am5d$ by add+ at ! end ! foll[+ new item3 ,sec4 #daib4 ,select$ drugs dur+ noncompliance p]iods4 4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply to sales aft] ! date ( ! enactm5t ( ?is ,act4 #acijjc4 ,fair ,price ,negotiation ,implem5tation ,fund 7a7 ,9 g5]al ,!re is h]eby e/abli%$ a ,fair ,price ,negotiation ,implem5tation ,fund 7ref]r$ to 9 ?is section z ! ,fund74 ,! ,secret>y ( ,heal? & ,human ,s]vices may obligate & exp5d am\nts 9 ! ,fund to c>ry out ?is "p & p>ts #b & #c 7& ! am5dm5ts made by su* p>ts74 7b7 ,fund+ ,!re is au?oriz$ to be appropriat$1 & !re is h]eby appropriat$1 out ( any monies 9 ! ,treasury n o!rwise appropriat$1 to ! ,fund #c1jjj1jjj1jjj1 to rema9 available until exp5d$1 ( :i*-- 7#a7 #fjj1jjj1jjj %all become available on ! date ( ! enactm5t ( ?is ,act2 7#b7 #fjj1jjj1jjj %all become available on ,octob] #a1 #bjbc2 7#c7 #fjj1jjj1jjj %all become available on ,octob] #a1 #bjbd2 7#d7 #fjj1jjj1jjj %all become available on ,octob] #a1 #bjbe2 & 7#e7 #fjj1jjj1jjj %all become available on ,octob] #a1 #bjbf4 7c7 ,supplem5t n supplant ,any am\nts appropriat$ pursuant to ?is section %all be 9 addition to any o!r am\nts o!rwise appropriat$ pursuant to any o!r provision ( law4 #b ,prescription ,drug ,inflation ,rebates #aciaja4 ,m$ic>e "p ,b rebate by manufactur]s 7a7 ,9 g5]al ,section #ahcd ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciem7 is am5d$ by add+ at ! end ! foll[+ new subsection3 7z7 ,rebate by manufactur]s = s+le s\rce drugs ) 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] ( 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 ( section #ahdg;,a7c77#f771 includ+ a biosimil> biological product 7z def9$ 9 subp>agraph 7,h7 ( su* section71 payable 7if su* drug 7 furni%$ to an individual enroll$ "u ?is "p7 "u ?is "p1 except su* t]m %all n include su* a drug or biological-- 7i7 if ! av]age total all[$ *>ges "u ?is "p z det]m9$ by ! ,secret>y = a ye> p] individual t uses su* a drug or biological1 z det]m9$ by ! ,secret>y1 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>1 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 ,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#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>agraph 7,b7 & p>agraph 7#d71 ! am\nt equal to ! product (-- 7i7 ! total numb] ( units1 z describ$ 9 section #ahdg;,a7c77#a77;,b71 ) respect to su* drug dur+ ! cal5d> qu>t]2 & 7ii7 ! am\nt 7if any7 by :i*-- 7,i7 ! paym5t am\nt "u subp>agraph 7,b7 or 7,c7 ( section #ahdg;,a7b77#a71 z applicable1 = su* "p ,b rebatable 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 ,exclud$ units ,= purposes ( subp>agraph 7,a77i71 ! ,secret>y %all exclude f ! total numb] ( units ) respect to a "p ,b rebatable drug & cal5d> qu>t] units ( su* "p ,b 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;,a7 = ! mo/ rec5t rebate p]iod4 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] beg9n+ ,janu>y #a1 #bjaf4 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 = ,july #bjae4 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#d7 ,special treatm5t ( c]ta9 drugs & exemption 7,a7 ,subsequ5tly approv$ drugs ,subject to subp>agraph 7,b71 9 ! case ( a "p ,b rebatable drug fir/ approv$ or lic5s$ by ! ,food & ,drug ,adm9i/ration aft] ,july #a1 #bjae1 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 ,july #bjae "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] ,july #a1 #bjae1 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,c7 ,exemption = %ortages ,! ,secret>y may r$uce or waive ! rebate am\nt "u p>agraph 7#a77;,b7 ) respect to a "p ,b rebatable drug t is describ$ z curr5tly 9 %ortage on ! %ortage li/ 9 effect "u section #ejf;,e ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or 9 ! case ( o!r exig5t circum/ances1 z det]m9$ by ! ,secret>y4 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#b77-- 7i7 = cal5d> qu>t]s dur+ su* p]iod = :i* a maximum fair price 7z def9$ 9 section #aaia7;c77#b77 = su* drug has be5 det]m9$ & is appli$ "u "p ,e ( title ,,xi1 ! rebate am\nt "u p>agraph 7#a77;,b7 %all be waiv$2 & 7ii7 9 ! case su* drug is det]m9$ 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 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 ,july #bjae "u su* p>agraph 7 a ref]5ce to ! ,july ( ! ye> prec$+ su* la/ ye>4 7#e7 ,application to b5efici>y co9surance ,9 ! case ( a "p ,b rebatable drug1 if ! paym5t am\nt "u ?is "p = a qu>t] exce$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%$1 ! computation ( su* co9surance %all be bas$ on ! inflation-adju/$ paym5t am\nt det]m9$ "u p>agraph 7#c77;,c7 = su* "p ,b rebatable drug2 & 7,b7 ! am\nt ( su* co9surance is equal to #bj p]c5t ( su* inflation-adju/$ paym5t am\nt s det]m9$4 7#f7 ,rebate deposits ,am\nts paid z rebates "u p>agraph 7#a77;,b7 %all be deposit$ 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$+ "u section #aabh;,a7a74 7#h7 ,application to multiple s\rce drugs ,! ,secret>y may1 pursuant to rulemak+1 apply ! provisions ( ?is subsection to multiple s\rce drugs 7z def9$ 9 section #ahdg;,a7c77#f77;,c771 includ+1 = purposes ( det]m9+ ! rebate am\nt "u p>agraph 7#c71 by calculat+ manufactur]-specific av]age sales prices = ! b5*m>k p]iod & ! rebate p]iod4 4 7b7 ,am\nts payable2 co/-,%>+ ,section #ahcc ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciel7 is am5d$-- 7#a7 9 subsection 7a7-- 7,a7 9 p>agraph 7#a7-- 7i7 9 subp>agraph 7,g71 by ins]t+ 1 subject to subsection 7i77#i71 aft] ! am\nts paid2 7ii7 9 subp>agraph 7,s71 by /rik+ ) respect to & ins]t+ subject to subp>agraph 7,,dd71 ) respect to2 7iii7 by /rik+ & 7,,dd7 & ins]t+ 7,,ee72 & 7iv7 by ins]t+ be=e ! semicolon at ! end ! foll[+3 1 & 7,,ee7 ) respect to a "p ,b rebatable drug 7z def9$ 9 p>agraph 7#b7 ( section #ahcd7z77 = :i* ! paym5t am\nt = a cal5d> qu>t] "u p>agraph 7#c77;,a77ii77,i7 ( su* section = 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 ! diff]5ce betwe5 7i7 ! paym5t am\nt "u p>agraph 7#c77;,a77ii77,i7 ( su* section = su* drug1 & 7ii7 #bj p]c5t ( ! inflation-adju/$ paym5t am\nt "u p>agraph 7#c77;,a77ii77,,ii7 ( su* section = su* drug2 & 7,b7 by add+ at ! end ( ! flu% left matt] foll[+ p>agraph 7#i71 ! foll[+3 ,= purposes ( apply+ p>agraph 7#a77;,,ee71 subsections 7i77#i7 & 7t77#h77;,f71 & section #ahcd7z77#e71 ! ,secret>y %all make su* e/imates & use su* data z ! ,secret>y det]m9es appropriate1 & may d s by program in/ruction or o!rwise4 2 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 #ahcd7z77 = :i* paym5t "u ?is subsection is n packag$ into a paym5t = a cov]$ ,,opd s]vice 7z def9$ 9 subsection 7t77#a77;,b77 7or gr\p ( s]vices7 furni%$ on or aft] ,july #a1 #bjbc1 "u ! sy/em "u ?is subsection1 9 lieu ( calculation ( co9surance & ! am\nt ( paym5t o!rwise applicable "u ?is subsection1 ! provisions ( section #ahcd7z77#e71 p>agraph 7#a77;,,ee7 ( subsection 7a71 & ! flu% left matt] foll[+ p>agraph 7#i7 ( subsection 7a71 %all1 z det]m9$ appropriate by ! ,secret>y1 apply "u ?is subsection 9 ! same mann] z su* provisions ( section #ahcd7z77#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 #ahcd7z77 = :i* paym5t "u ?is "p is n packag$ into a paym5t = a s]vice furni%$ on or aft] ,july #a1 #bjbc1 "u ! sy/em "u ?is subsection1 9 lieu ( calculation ( co9surance & ! am\nt ( paym5t o!rwise applicable "u ?is subsection1 ! provisions ( section #ahcd7z77#e71 p>agraph 7#a77;,,ee7 ( subsection 7a71 & ! flu% left matt] foll[+ p>agraph 7#i7 ( subsection 7a71 %all1 z det]m9$ appropriate by ! ,secret>y1 apply "u ?is subsection 9 ! same mann] z su* provisions ( section #ahcd7z77#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+ or section #ahcd7z7 aft] section #aibg4 7#b7 ,exclud+ p>ts ,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 #ahcd7z7 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 /rik+ or to c>ry out section #ahdg;,b & ins]t+ to c>ry out section #ahdg;,b or section #ahcd7z74 #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 ! ,secret>y %all1 = ea* "p ,d rebatable drug1 report to ea* manufactur] ( su* "p ,d rebatable drug ! foll[+ = su* ye>3 7,a7 ,in=mation on ! am\nt 7if any7 ( ! excess av]age manufactur] price increase describ$ 9 subsection 7b77#a77;,b7 = 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 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,b7 ( ?is p>agraph & subp>agraphs 7,b7 & 7,c7 ( p>agraph 7#e71 ! am\nt equal to ! product (-- 7i7 ! 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* rec5t rebate p]iod "u su* section1 ) respect to su* ye>1 "u su* section = :i* su* in=mation is available2 & 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 drug & ! mo/ rec5t rebate p]iod "u section #aibg1 ) respect to an applicable ye>1 = :i* su* in=mation is available1 units ( ea* dosage =m & /r5g? ( su* "p ,d rebatable drug1 = :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 = su* rebate p]iod4 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$ = ! purpose ( calculat+ av]age manufactur] price "u section #aibg dur+ ea* su* cal5d> qu>t] ( su* ye>2 to 7ii7 ! total numb] ( units ( su* dosage =m & /r5g? report$ = ! purpose ( calculat+ av]age manufactur] price "u section #aibg dur+ 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 subp>agraphs 7,a7 & 7,d7 ( 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 ( su* dosage =m & /r5g? disp5s$ dur+ ea* su* cal5d> qu>t] ( su* paym5t am\nt b5*m>k ye>2 to 7ii7 ! total numb] ( units ( su* dosage =m & /r5g? disp5s$ dur+ 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] ,janu>y #a1 #bjaf1 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 ,janu>y #bjaf "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 ,exemption = %ortages ,! ,secret>y may r$uce or waive ! rebate "u p>agraph 7#a7 ) respect to a "p ,d rebatable drug t is describ$ z curr5tly 9 %ortage on ! %ortage li/ 9 effect "u section #ejf;,e ( ! ,f$]al ,food1 ,drug1 & ,cosmetic ,act or 9 ! case ( o!r exig5t circum/ances1 z det]m9$ by ! ,secret>y4 7,c7 ,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+ ! am\nt specifi$ 9 ?is subsection ) respect to su* "p ,d rebatable drug & an applicable ye> ) consid]ation ( ! orig9al "p ,d rebatable drug4 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,d7 ,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#b77-- 7i7 = plan ye>s dur+ su* p]iod = :i* a maximum fair price 7z def9$ 9 section #aaia7;c77#b77 = su* drug has be5 det]m9$ & is appli$ "u "p ,e ( title ,,xi1 ! rebate "u subsection 7a77#a77;,b7 %all be waiv$2 & 7ii7 9 ! case su* drug is det]m9$ 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 ,janu>y #bjaf "u su* subsection 7 a ref]5ce to ,janu>y ( ! la/ ye> beg9n+ dur+ su* price applicability p]iod ) respect to su* drug4 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#a77;,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$+ "u section #aabh;,a7a74 7f7 ,judicial review ,!re %all be no judicial review ( ! foll[+3 7#a7 ,! det]m9ation ( units "u ?is section4 7#b7 ,! det]m9ation ( :e!r a drug is a "p ,d rebatable drug "u ?is section4 7#c7 ,! calculation ( ! rebate am\nt "u ?is section4 7g7 ,def9itions ,9 ?is section3 7#a7 ,"p ,d rebatable drug def9$ 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 def9$ ,! t]m unit means1 ) respect to a "p ,d rebatable drug1 ! l[e/ id5tifiable quantity 7su* z a capsule or tablet1 milligram ( molecules1 or grams7 ( ! "p ,d rebatable drug1 includ+ data report$ "u section #aibg4 7#c7 ,paym5t am\nt b5*m>k ye> ,! t]m paym5t am\nt b5*m>k ye> means ! ye> beg9n+ ,janu>y #a1 #bjaf4 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 = ,janu>y #bjaf4 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 ye> beg9n+ ) #bjbc4 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+ section #aibg or section #ahcd7z7 & ins]t+ section #aibg1 section #ahcd7z71 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 #ahcd7z7 & ins]t+ 1 section #ahcd7z71 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 section #ahcd7z7 & ins]t+ 1 section #ahcd7z71 or section #ahfj;,d-#ad;,b4 #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 #bjah ?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$+ ye>1 #j4 2 & 7ii7 9 clause 7ii71 by /rik+ clause 7i77,i7 & ins]t+ clause 7i77,i77aa72 7,b7 9 subp>agraph 7,b7-- 7i7 9 clause 7i7-- 7,i7 9 subclause 7,v71 by /rik+ or at ! end2 7,,ii7 9 subclause 7,,vi7-- 7aa7 by /rik+ = a subsequ5t ye> & ins]t+ = ea* ( ye>s #bjba ?r\gh #bjbc2 & 7bb7 by /rik+ ! p]iod at ! end & ins]t+ a semicolon2 & 7,,iii7 by add+ at ! end ! foll[+ new subclauses3 7,,vii7 = #bjbd1 is equal to #b1jjj2 or 7,,viii7 = a subsequ5t ye>1 is equal to ! am\nt specifi$ 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 ,decreas+ re9surance paym5t am\nt ,section #ahfj;,d-#ae7;b77#a7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aae7;b77#a77 is am5d$ by ins]t+ aft] #hj p]c5t ! foll[+3 7or1 ) respect to a cov]age ye> aft] #bjbc1 #bj p]c5t74 7c7 ,manufactur] disc\nt program 7#a7 ,9 g5]al ,"p ,d ( title ,,xviii ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#aja et seq471 z am5d$ by section #aciajb1 is fur!r am5d$ by ins]t+ aft] section #ahfj;,d-#ad;,b ! foll[+ new section3 #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 provide applicable b5efici>ies access to disc\nt$ prices = applicable drugs ( ! manufactur] t are disp5s$ on or aft] ,janu>y #a1 #bjbd4 7,b7 ,provision ( disc\nt$ prices at ! po9t-(-sale ,! disc\nt$ prices describ$ 9 subp>agraph 7,a7 %all be provid$ to ! applicable b5efici>y at ! ph>macy or by ! mail ord] s]vice at ! po9t-(-sale ( an applicable drug4 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 7or su* agreem5t %all be r5ew$ "u p>agraph 7#d77;,a77 n lat] ?an ,janu>y #cj ( ! prec$+ ye>4 7#b7 ,provision ( appropriate data ,ea* manufactur] ) an agreem5t 9 effect "u ?is section %all collect & h available appropriate data1 z det]m9$ 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 may 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 #cj ( a plan ye>1 z ( ! day aft] ! end ( ! plan ye>2 & 7,,ii7 if ! t]m9ation occurs on or aft] ,janu>y #cj ( 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$ures "u :i* disc\nt$ prices are provid$ to applicable b5efici>ies at ph>macies or by mail ord] s]vice at ! po9t-(-sale ( an applicable drug2 7,c7 ! 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,d7 ! 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 ! ,secret>y may specify2 & 7,e7 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 may implem5t ! program "u ?is section by program in/ruction or o!rwise4 7#f7 ,adm9i/ration ,*apt] #ce ( title #dd1 ,unit$ ,/ates ,code1 %all n apply to ! program "u ?is section4 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 ,! ,secret>y may impose a civil money p5alty on a manufactur] t fails to provide applicable b5efici>ies disc\nts = applicable drugs ( ! manufactur] 9 accordance ) su* agreem5t = 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;,c71 = cov]$ "p ,d drugs 9 ! ye> t exce$ ! annual d$uctible ) respect to su* individual = su* ye>1 z specifi$ 9 section #ahfj;,d-#b7;b77#a71 section #ahfj;,d-#ad7;a77#a77;,b71 or section #ahfj;,d-#ad7;a77#b77;,b71 z applicable4 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 def9$ 9 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 ) 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 #gj p]c5t ( ! negotiat$ price ( su* drug4 7,b7 ,cl>ification ,no?+ 9 ?is section %all be con/ru$ z affect+ ! responsibility ( an applicable b5efici>y = paym5t ( a disp5s+ fee = an applicable drug4 7,c7 ,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$]al ,regulations 7or any successor regulation71 except t1 ) respect to an applicable drug1 su* negotiat$ price %all n include any disp5s+ 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 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 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 7d7 ,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$-- 7,a7 9 subsection 7c77#a77;,c77i77,,vi71 by ins]t+ be=e ! p]iod at ! end ! foll[+3 or "u ! manufactur] disc\nt program "u section #ahfj;,d-#ad;,c2 & 7,b7 9 subsection 7k77#a77;,b77i77,v71 by ins]t+ be=e ! p]iod at ! end ! foll[+3 or "u section #ahfj;,d-#ad;,c4 7e7 ,effective date ,! am5dm5ts made by ?is section %all apply ) respect to plan ye> #bjbd & subsequ5t plan ye>s4 #acibjb4 ,all[+ c]ta9 enrollees ( prescription drug plans & ,,ma-,,pd plans "u ,m$ic>e program to spread out co/-%>+ "u c]ta9 circum/ances ,section #ahfj;,d-#b7;b77#b7 ( ! ,social ,security ,act 7#db ,u4,s4,c4 #aciew-#ajb7;b77#b771 z am5d$ by section #acibja1 is fur!r am5d$-- 7#a7 9 subp>agraph 7,a71 by /rik+ ,subject to subp>agraphs 7,c7 & 7,d7 & ins]t+ ,subject to subp>agraphs 7,c71 7,d71 & 7,e72 & 7#b7 by add+ at ! end ! foll[+ new subp>agraph3 7,e7 ,enrollee option reg>d+ spread+ co/-%>+ ,! ,secret>y %all e/abli% by regulation a process "u :i*1 ) respect to plan ye> #bjbd & subsequ5t plan ye>s1 a prescription drug plan or an ,,ma-,,pd plan %all1 9 ! case ( a "p ,d eligible individual enroll$ ) su* plan = su* plan ye> :o is n a subsidy eligible individual 7z def9$ 9 section #ahfj;,d-#ad7;a77#c77 & ) respect to :om ! plan projects t ! disp5s+ ( ! fir/ fill ( a cov]$ "p ,d drug to su* individual w result 9 ! individual incurr+ co/s t are equal to or above ! annual out-(-pocket ?re%old specifi$ 9 p>agraph 7#d77;,b7 = su* plan ye>1 provide su* individual ) ! option to make ! co9surance paym5t requir$ "u subp>agraph 7,a7 7= ! portion ( su* co/s t are n above su* annual out-(-pocket ?re%old7 9 ! =m ( p]iodic in/allm5ts ov] ! rema9d] ( su* plan ye>4 4 #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$4 ,reg4 #gffff74 ,septemb] #bg1 #bjba;,committ$ to ! ,committee ( ! ,:ole ,h\se on ! ,/ate ( ! ,union & ord]$ to be pr9t$