Miami-Dade County

Recovery Plan 

State and Local Fiscal Recovery 

Funds

2021 Report
Miami-Dade County 2021 Recovery Plan Performance Report 1

Miami-Dade County

2021 Recovery Plan

Table of Contents

General Overview......................................................................................................................2

Executive Summary.................................................................................................................2

Uses of Funds .........................................................................................................................2

Promoting Equitable Outcomes ...............................................................................................6

Community Engagement .........................................................................................................7

Labor Practices .......................................................................................................................7

Use of Evidence ......................................................................................................................8

Table of Expenses by Expenditure Category...........................................................................8

Project Inventory.....................................................................................................................11

Example Project ...................................................................................................................11

Additional Projects.................................................................................................................11

Ineligible Activities: Tax Offset Provision ............................................................................11
Miami-Dade County 2021 Recovery Plan Performance Report 2

GENERAL OVERVIEW

Executive Summary 

Miami-Dade County (MDC) intends to invest funds received through the Coronavirus State and 

Local Fiscal Recovery Funds (CSLFRF) of the American Rescue Plan Act (ARPA) in various 

programs to mitigate the socio-economic impacts brought on by the COVID-19 pandemic. MDC’s 

goal is to uplift the local economy with focus on those individuals, businesses, and organizations 

that experienced the greatest disparities and were hardest hit by the pandemic. Funds will also 

be prioritized for the provision of government services to ensure our local government is stable to 

provide the foundational support our community needs to recover and thrive. In 2020, MDC 

experienced revenue losses in excess of $1 billion and with the COVID-19 positivity rate 

beginning to once again rise to double digits, the negative economic effects of the pandemic may 

linger longer than anticipated. Residents residing in Qualified Census Tracts will be enabled to 

transition from septic systems to sewer thereby mitigating public health concerns and 

environmental issues in areas with the greatest susceptibility to infrastructural vulnerability. The 

hardships and uncertainties borne by the pandemic created anxiety and desperation that were 

manifested in rising crime and gun violence. The CSLFRF will assist MDC in implementing 

community-based programming to prevent violence, reduce recidivism, and prevent crime. The 

CSLFRF is an unprecedented investment to address an unprecedented event in our history. 

These funds will be maximized through impactful programs anchored on evidence-based practice 

to generate more equitable results for all our residents and businesses.

As of July 31, 2021, a plan with broad funding categories and subcategories was presented by 

MDC’s Mayor to the Board of County Commissioners (Board). The plan was presented and 

approved by the Board at the July 20, 2021 meeting with direction to the Mayor to bring specific 

allocations, expenditures, and award recommendations to external organizations for the 

administration of programs to the Board for final approval. With this approval, MDC will design 

programs around research proven practices including outcomes and reporting metrics to show 

the impact and success on communities, populations, and businesses targeted to receive support 

through the CSLFRF. At this time, no expenses have been incurred nor obligated other than 

approximately $203 million, which has been budgeted to cover shortfalls in the FY 2020-21 and 

FY 2021-22 budgets to avoid reductions in government services. Also, while categories and 

subcategories of funding have been approved, these have not yet been translated into defined 

projects. Project details will be provided in subsequent recovery plan updates and quarterly and 

interim reports as projects are formulated.

Uses of Funds

MDC’s overarching goal is to improve the conditions of populations that have historically 

experienced disparities that were further exacerbated through the negative economic effects of 

the COVID-19 pandemic. Through a grassroots, community-wide effort called Thrive305, MDC’s 

Mayor engaged residents through various mediums to obtain their feedback about pressing needs 

for them personally and their neighborhoods. The idea of this first-ever process was to address 

inequities and issues that are of greatest importance to our residents. By doing this, our County 

will emerge as a stronger more equitable community where all our residents can access basic
Miami-Dade County 2021 Recovery Plan Performance Report 3

necessities that are essential to propelling them out of their current circumstances and into 

improved situations. Affordable housing, jobs that provide a living-wage, safe neighborhoods,

and access to programs and supports that will help residents financially stabilize are among the 

most important needs reported. In carefully analyzing the federal guidelines and considering the 

priorities identified through Thrive305, the following funding categories were proposed and 

approved by MDC’s Board.

Public Health (EC 1) – $17 Million:

The COVID-19 pandemic created a general sense of anxiety even for those that were not 

previously afflicted by behavioral health concerns. Stressors such as juggling in-home schooling 

of children while simultaneously managing work responsibilities; meeting financial obligations 

such as rent, mortgage, utilities, and purchasing groceries with reduced or limited income; the 

sense of isolation from family and friends due to quarantine; and the devastation of battling the 

disease, having loved ones contract COVID or parish from it rattled even the most resilient 

individuals. To increase the availability and accessibility of behavioral health services, MDC 

allocated $2 million for behavioral health programs to help address needs brought on or intensified 

by the pandemic. MDC will work with subject matter experts and community-based organizations 

to provide services through the most effective means and modalities possible (i.e., in-person, 

mobile health, telehealth, group and/or individual counseling formats) to provide the most effective 

level of service possible for afflicted residents. Through the Coronavirus Relief Funds (CRF), 

MDC sponsored two behavioral health programs and will leverage best practices and lessons 

learned from these recent programs.

The financial strains experienced by many, and particularly those residents that were struggling 

prior to the pandemic bred a sense of desperation that has manifested in an uptick in violence. 

This past May, for example, two people were killed and more than 20 people were injured in an 

early morning shooting at a banquet hall. In addition, statistics show that homicides increased by 

over 15 percent in 2021 when compared to 2020 data. Crime and violence impede growth and 

progress in our community and our residents have ranked public safety as the top need in MiamiDade. For this reason, $15 million of the CSLFRF funds will be invested in community-based

services to reduce violence, prevent crime, and reduce recidivism. MDC has already embarked 

on a Peace and Prosperity Plan to address the causes and symptoms of violence in our 

community and these additional funds will enhance this evidence-based initiative that will be 

guided by an independent evaluation.

Negative Economic Impacts (EC 2) – $25 Million:

The overarching aim of the CSLFRF is to aid individuals and communities that were 

disproportionately affected by the pandemic including low-income populations, many of which 

performed essential jobs and were exposed to COVID-19 as a result. MDC mirrors this sentiment 

and will focus its programming to low-income persons and minorities who bore the brunt of the 

pandemic’s effects.

Prior to the pandemic, Miami-Dade was already struggling with poverty. The United Way’s Asset 

Limited, Income Constrained, Employed (ALICE1

) report shows that many hardworking residents 

are employed but cannot keep up with living expenses because of the rising cost of living. ALICE 

1 https://unitedwaymiami.org/what-we-do/our-work-in-financial-stability/the-united-way-alice-report-2020/
Miami-Dade County 2021 Recovery Plan Performance Report 4

families earn incomes above the Federal Poverty Level, but have difficulties affording basic 

needs, including: housing, child care, food, transportation, health care, and necessary technology. 

The most recently updated ALICE report published in 2020 shows that 37 percent of Miami-Dade 

Households are ALICE and an additional 17 percent are in poverty. Inflationary pressures 

continue to drive up the cost of consumer goods in our area. The Consumer Price Index2 noted 

a 5.1 percent increase over the year in June 2021 with the food index and the energy index also 

up 1.9 percent and 2.7 percent, respectively. The unemployment rate in our community is 7.10% 

as of June 2021, that is 3.2 times higher than pre-pandemic levels. On June 26, 2021 Florida 

ended the Federal Pandemic Unemployment Compensation (FPUC) program, which provided the 

weekly $300 bonus unemployment payments. CSLFRF will be invested to counteract the effects 

of these collective negative financial impacts in our community to help accelerate our recovery 

and help families stabilize.

Under this category, proposed subcategories and programs include:

Family Support - $11 million:

• $5 million to assist struggling individuals and families achieve energy security through 

subsidies for energy efficient technologies, essential home repairs, and weatherization.

• $3 million to assist families in need catch up with water bills that are in arrears. 

• $3 million to assist homeowners facing mortgage foreclosure as a result of the pandemic.

Business Support - $7 million:

• $7 million for Innovation Grants to businesses that can show negative financial impacts from 

the pandemic to allow them to safely resume operations and to help them develop strategies 

to better withstand economic disturbances in the future.

Workforce Support - $7 million:

• $5 million for Technology Workforce Training to accelerate re-employment and transition 

workers to higher paying jobs. This investment will be supplemented by a private source to 

have double the impact in our community.

• $2 million investment in certification training and apprenticeship programs for growing greenindustry and new economy jobs.

Services to Disproportionately Impacted Communities (EC 3) – $15 Million:

The lack of affordable housing was an issue prior to the pandemic and has now been exacerbated 

as a result of rising unemployment. The coming months may reveal the devastating effects more 

clearly as the eviction moratorium is set to end, if not extended, by October 3, 2021. 188,000 

renters in Miami-Dade already paying more than half of their income on rent will be particularly 

vulnerable to eviction when the moratorium ends. For this reason, $15 million will be invested to 

increase the supply of affordable and housing units in Qualified Census Tracts (QCTs). 

Premium Pay (EC 4) – No Funding Currently Allocated Under this Category 

Water, Sewer, and Broadband Infrastructure (EC 5) – $123 Million: 

2 https://www.bls.gov/regions/southeast/news-release/consumerpriceindex_miami.htm
Miami-Dade County 2021 Recovery Plan Performance Report 5

Clean water and sewer projects to enhance infrastructure will be pursued to mitigate public health 

concerns, prevent pollution, and support community resilience. As funding permits, balancing 

other priorities described herein, $71 million will be invested to enhance State ARP-funded water 

and sewer and resiliency projects based on level of vulnerability to system failure.

On June 2, 2021, Florida’s Governor Ron DeSantis approved statewide funding of approximately 

$1.2 billion for projects of this nature. MDC will invest additional funds from CSLFRF to programs 

of the highest priority in protecting our residents’ health and to preserve our waterways. 

Beyond improving our environment and protecting the health and wellbeing of our residents, there 

are multiple economic benefits associated with implementing water and sewer projects. The U.S. 

Conference of Mayor’s Water Conference cites estimates from the U.S. Department of 

Commerce’s Bureau of Economic Analysis that show for each additional dollar of revenue 

invested in the water and sewer industry, the increase in revenue that occurs in all industries is 

$2.62 in that year. Also, adding one job in water and sewer creates 3.68 jobs in the national 

economy to support that job. In this way, the improvement of our water and sewer infrastructure 

will have the added benefit of adding well-paying jobs to help re-employ residents in our 

community3

.

In addition, $50 million has been allocated for a utility program for residents living in Qualified 

Census Tracts (QCT) to support connection fees to sewer lines at their private residences. As 

eligible, residents will be also be able to access monthly support for sewer fees, if they can show 

they are still experiencing economic hardships resulting from the pandemic for a designated time 

period not to exceed one year. Additional guidelines and eligibility criteria will be established to 

maximize the funds and limit them to residents with the greatest needs. 

The pandemic showed the importance of broadband, which permitted businesses to pivot their 

business models to continue operations during quarantine. To reach as many residents lacking 

broadband services as possible, $2 million will be invested in Broadband Hubs for unserved and 

underserved neighborhoods at libraries, parks, and other community settings to assist individuals 

access technology for essential uses.

Revenue Replacement (EC 6) – Approximately $321 Million:

This category will take precedence over other categories described. If the MDC experiences 

lagging negative economic effects during the grant period, before December 31st 2024, 

unobligated funds allocated to other initiatives will be redirected to this category to ensure that 

there are no government service adjustments that would negatively impact the level of service 

provided to the residents and businesses of MDC. MDC understands, per the guidelines 

established in the Interim Final Rule, that it is subject to evaluating loss of revenues every 

calendar year through 2023.

MDC’s Office of Management and Budget conducted its revenue replacement analysis, as 

defined in the Interim Final Rules, and calculated a revenue loss/ceiling for replacement of 

approximately $1 billion in 2020 due in part to the fact that the County’s average growth rate in 

3 The U.S. Conference of Mayors. Local Government Investment in Municipal Water and Sewer Infrastructure: 

Adding Value to the National Economy. Richard A. Krop, Ph.D., Charles Hernick, and Christopher Frantz. The 

Cadmus Group, Inc. August 14, 2008.
Miami-Dade County 2021 Recovery Plan Performance Report 6

the past three fiscal years was 6.29 percent. The County has projected budget shortfalls through 

the end of Fiscal Year 2020-2021 to be an estimated $48 million countywide, excluding the Airport, 

Transportation and Water & Sewer utility expenses as they were awarded separate federal 

funding and/or excluded in the application of Revenue Replacement. In preparing the Proposed 

Fiscal Year 2021-2022 budget, a revenue expenditure gap exceeding $155 million is anticipated

and in Fiscal Year 2022-2023 a revenue expenditure gap of $118 million is also anticipated. 

Therefore, approximately $321 million of the CSLFRF will be programmed to prevent adjustments 

to MDC’s services.

This category is of utmost importance to MDC to prevent disruptions of services that may create 

further economic strains in our local economy. By ensuring MDC’s stability first, we will be well 

positioned to assist the community with its overall recovery.

Uncategorized Pending Allocation by MDC’s Board – $26 Million:

Two million dollars per commission district will be assigned for projects that coincide with the 

allowable uses and regulations of the CSLFRF’s Interim Final Rule. 

Promoting equitable outcomes 

MDC will use CSLFRF funds to close the equity gap among marginalized, low-income and 

minority groups in our community that were deeply impacted due to the COVID-19 pandemic. 

MDC has already taken the first steps in this direction through its Thrive 305 initiative, which drew 

on resident surveys and series of virtual and in-person workshops to inform the Mayor and her 

administration’s policies, projects and strategies at the neighborhood-level. Over 26,5004

residents took the survey and every effort was made to involve all citizens by going door-to-door 

and making phone calls to reach persons that do not have access to technology. Following the 

survey, Civic week was held in person and virtually across MDC to provide residents opportunities 

to discuss the survey data and recommend ideas to help develop the Mayor’s Action Plan. The 

funding allocations discussed in this plan largely drew from Thrive 305’s survey results, which 

ranked public safety, housing, social services, and parks and open spaces as top service needs 

by Black and Hispanic minorities.

Efforts and funding will be targeted in the communities with the greatest needs. MDC will use a 

combination of research-based indexes and publications as well as local feedback from residents 

through Thrive 305 and local stakeholders and businesses. Among these are the Center for 

Disease Control and Prevention’s Social Vulnerability Index; the United Way’s ALICE Report; 

recommendations from the Coronavirus Economic Recovery Task Force established by MDC’s 

Board to identify resources, establish public outreach and information programs, and develop 

recommendations regarding actions that would aid economic recovery in the aftermath of the 

pandemic; as well as drawing on community-based agencies that administer best-practice 

programs and are adept at outreaching the communities they serve.

Projects will be administered by either County Departments that have subject matter expertise in 

the services to be provided or by community-based organizations that will be required to respond 

to a competitive process where they must demonstrate capacity and experience. To promote 

4 https://www.miamitimesonline.com/news/thrive305-engagement-guiding-mayors-action-plan/article_3cc676cc9c8f-11eb-a9e9-8bc87016aec9.html
Miami-Dade County 2021 Recovery Plan Performance Report 7

awareness among potential project beneficiaries, projects will be prominently featured in MDC’s 

website, on various printed displays across Miami-Dade County assets (busses, Metrorail, 

Metromover, elevators, and buildings), through our 311 call center, referrals from partners and 

community-based organizations, grassroots door-to-door efforts, publications and articles, and 

television ads. Through these various mediums, we intend that eligible participants will become 

aware of our projects and how to access them.

MDC and/or its providers will provide detailed instructions in multiple formats (written, verbal, and 

via YouTube videos) and in the three common languages spoken in MDC (English, Spanish, and 

Haitian Creole), checklists and one-on-one support to ensure that administrative requirements do 

not hinder eligible residents from receiving assistance. A minimum number of documents will be 

required to establish eligibility as reasonable, to include proof of residency in Miami-Dade and 

proof of economic hardship/impact due to the COVID-19 pandemic. To the extent practical, MDC 

will focus programs in QCTs, whose residents are presumed eligible in accordance with the 

Interim Final Rule. MDC will strive to employ project personnel that mirrors the target population 

to be served to draw on cultural sensitivity and enhance the comfort of project applicants. Finally, 

MDC will evaluate and revise any intake/eligibility forms, if the form results in various incomplete 

applications.

Measurable outputs and outcomes will be woven into each project designed. Data collection tools 

and training will be developed to ensure MDC is able to capture quality data to show the results 

and impact of its CSLFRF investments toward closing gaps among low-income and minority 

residents and businesses. 

Community Engagement 

MDC’s planned use of funds was largely driven by the Thrive 305 survey and civic engagement 

process. Feedback was sought through a survey administered via email or via face-to-face or 

phone conversations for those persons that lack the ability to use technology or prefer to provide 

oral response. These surveys were administered in the three common languages spoken in 

Miami-Dade, which are English, Spanish and Haitian Creole. Additional opportunities for 

feedback were available at community town halls where the Mayor discussed the results of the 

survey and led community participants in a dialogue that will help her and her administration 

develop an action plan. In addition, the County held several public meetings during the month of 

February 2021, where additional input was obtained. Many of the programs included in this plan 

were a result of Thrive 305.

Whether projects are administered by MDC’s Departments or community-based organizations, 

subject matter expertise in the service area addressed by the project will be required. In addition, 

the designated project administrator will have the capacity to serve residents in a culturally 

competent manner by both mirroring the target population to be served and having the ability to 

communicate with the target population in their native language either personally or through the 

use of interpreter services. MDC will employ every reasonable measure and accommodation to 

reduce, if not eliminate, barriers to access to CLSFRF project services.

Labor Practices 

MDC adheres to Federal procurement provisions as established in the Uniform Administrative 

Guidance for Federal Awards and as such requires all vendors to adhere to the Davis Bacon Act, 
Miami-Dade County 2021 Recovery Plan Performance Report 8

which requires that laborers and mechanics be compensated at the prevailing wage as specified 

in a wage determination made by the Secretary of Labor. The vendor is required to place a copy 

of the current prevailing wage determination issued by the Department of Labor in each 

solicitation. In addition Miami-Dade County Code 2-8.9 establishes a Living Wage requirement 

that mandates County service contractors to pay employees a living wage. Covered services 

include contracts over $100,000 per year for the following services: food preparation and/or

distribution, security services, routine maintenance, clerical or other nonsupervisory office work, 

transportation and parking services, printing and reproduction services, landscaping, lawn, or 

agricultural services, certain Aviation service contracts. For all solicitations, a Local Business 

preference applies, except when prohibited by federal or state law. The intent of the local 

preference is to bolster local jobs and businesses. Finally, MDC may require Third Party 

Contractors or Subcontractors to have an affiliation with a labor organization, such as a Project 

Labor Agreement, consistent with Executive Order No. 13502, “Use of Project Labor Agreements 

for Federal Construction Projects,” February 6, 2009 (74 Fed. Reg. 6985).

Use of Evidence 

MDC will require project administrators to incorporate evidence-based practice into the projects’

design. Because project administrators will be subject matter experts in the project area they 

oversee, they will be well-versed and possess the latest research-proven strategies for project 

implementation and beneficiary engagement. If the project is contracted to be overseen by a 

subrecipient, the subrecipient will be required to address the specific interventions to be used, 

including evidence-based practices. MDC has not considered program evaluation for projects 

funded through the CSLFRF, but may consider this an option to facilitate demonstrating the 

impact of the funded programs.

Table of Expenses by Expenditure Category

Category Cumulative

expenditures to 

date ($)

Amount spent 

since last 

Recovery Plan

1 Expenditure Category: Public Health $0 $0

1.1 COVID-19 Vaccination $0 $0

1.2 COVID-19 Testing $0 $0

1.3 COVID-19 Contact Tracing $0 $0

1.4 Prevention in Congregate Settings (Nursing 

Homes, Prisons/Jails, Dense Work Sites, 

Schools, etc.)

$0 $0

1.5 Personal Protective Equipment $0 $0

1.6 Medical Expenses (including Alternative Care 

Facilities)

$0 $0

1.7 Capital Investments or Physical Plant Changes 

to Public Facilities that respond to the COVID19 public health emergency

$0 $0

1.8 Other COVID-19 Public Health Expenses 

(including Communications, Enforcement, 

Isolation/Quarantine)

$0 $0
Miami-Dade County 2021 Recovery Plan Performance Report 9

Category Cumulative

expenditures to 

date ($)

Amount spent 

since last 

Recovery Plan

1.9 Payroll Costs for Public Health, Safety, and 

Other Public Sector Staff Responding to 

COVID-19

$0 $0

1.10 Mental Health Services $0 $0

1.11 Substance Use Services $0 $0

1.12 Other Public Health Services $0 $0

2 Expenditure Category: Negative Economic 

Impacts

$0 $0

2.1 Household Assistance: Food Programs $0 $0

2.2 Household Assistance: Rent, Mortgage, and 

Utility Aid 

$0 $0

2.3 Household Assistance: Cash Transfers $0 $0

2.4 Household Assistance: Internet Access 

Programs

$0 $0

2.5 Household Assistance: Eviction Prevention $0 $0

2.6 Unemployment Benefits or Cash Assistance to 

Unemployed Workers

$0 $0

2.7 Job Training Assistance (e.g., Sectoral jobtraining, Subsidized Employment, Employment 

Supports or Incentives)

$0 $0

2.8 Contributions to UI Trust Funds* $0 $0

2.9 Small Business Economic Assistance (General) $0 $0

2.10 Aid to nonprofit organizations $0 $0

2.11 Aid to Tourism, Travel, or Hospitality $0 $0

2.12 Aid to Other Impacted Industries $0 $0

2.13 Other Economic Support $0 $0

2.14 Rehiring Public Sector Staff $0 $0

3 Expenditure Category: Services to 

Disproportionately Impacted Communities

$0 $0

3.1 Education Assistance: Early Learning $0 $0

3.2 Education Assistance: Aid to High-Poverty 

Districts

$0 $0

3.3 Education Assistance: Academic Services $0 $0

3.4 Education Assistance: Social, Emotional, and 

Mental Health Services 

$0 $0

3.5 Education Assistance: Other $0 $0

3.6 Healthy Childhood Environments: Child Care $0 $0

3.7 Healthy Childhood Environments: Home Visiting $0 $0

3.8 Healthy Childhood Environments: Services to 

Foster Youth or Families Involved in Child 

Welfare System 

$0 $0

3.9. Healthy Childhood Environments: Other $0 $0

3.10 Housing Support: Affordable Housing $0 $0
Miami-Dade County 2021 Recovery Plan Performance Report 10

Category Cumulative

expenditures to 

date ($)

Amount spent 

since last 

Recovery Plan

3.11 Housing Support: Services for Unhoused 

persons 

$0 $0

3.12 Housing Support: Other Housing Assistance $0 $0

3.13 Social Determinants of Health: Other $0 $0

3.14 Social Determinants of Health: Community 

Health Workers or Benefits Navigators 

$0 $0

3.15 Social Determinants of Health: Lead 

Remediation

$0 $0

3.16 Social Determinants of Health: Community 

Violence Interventions 

$0 $0

4 Expenditure Category: Premium Pay $0 $0

4.1 Public Sector Employees $0 $0

4.2 Private Sector: Grants to other employers $0 $0

5 Expenditure Category: Infrastructure $0 $0

5.1 Clean Water: Centralized wastewater treatment $0 $0

5.2 Clean Water: Centralized wastewater collection 

and conveyance

$0 $0

5.3 Clean Water: Decentralized wastewater $0 $0

5.4 Clean Water: Combined sewer overflows $0 $0

5.5 Clean Water: Other sewer infrastructure $0 $0

5.6 Clean Water: Stormwater $0 $0

5.7 Clean Water: Energy conservation $0 $0

5.8 Clean Water: Water conservation $0 $0

5.9 Clean Water: Nonpoint source $0 $0

5.10 Drinking water: Treatment $0 $0

5.11 Drinking water: Transmission & distribution $0 $0

5.12 Drinking water: Transmission & distribution: 

lead remediation

$0 $0

5.13 Drinking water: Source $0 $0

5.14 Drinking water: Storage $0 $0

5.15 Drinking water: Other water infrastructure $0 $0

5.16 Broadband: “Last Mile” projects $0 $0

5.17 Broadband: Other projects $0 $0

6 Expenditure Category: Revenue Replacement $0 $0

6.1 Provision of Government Services $0 $0

7 Administrative and Other $0 $0

7.1 Administrative Expenses $0 $0

7.2 Evaluation and data analysis $0 $0

7.3 Transfers to Other Units of Government $0 $0

7.4 Transfers to Nonentitlement Units 

(States and Territories only)

$0 $0
Miami-Dade County 2021 Recovery Plan Performance Report 11

Project Inventory 

Projects are in the process of being developed and approved by MDC’s Board.

Performance Report

Key performance indicators and reporting metrics will be developed once projects are developed. 

This information will be provided in the next plan update and subsequent quarterly and interim 

reports.

Ineligible Activities: Tax Offset Provision (States and territories only)

For the initial reporting year, States and territories will report the following items related to the 

Tax Offset Provision 31 CFR 35.8. Baseline revenue or revenue-increasing covered charges 

are not required at this time.

Item Amount

a. Revenue-reducing Covered Changes $N/A