1109 
ning in fiscal year 2023 and shall submit 
to the Committee on Transportation and 
Infrastructure of the House of Representa-
tives and the Committee on Commerce, 
Science, and Transportation of the Senate 
a report documenting and explaining any 
changes to the policy and plans for imple-
mentation not later than 30 days after the 
adoption of the updated policy. 
‘‘(ii) IMPLEMENTATION
IMPACTS
ON 
FEDERAL FUNDING.—To the extent that a 
policy implemented pursuant to clause (i) 
assigns to Amtrak costs that were pre-
viously allocated to States, Amtrak shall 
request such costs in the general and legis-
lative annual report required by section 
24315 or in any appropriate subsequent 
Federal funding request for the fiscal year 
in which the revised policy is implemented. 
‘‘(iii) PROCEDURES
FOR
CHANGING 
METHODOLOGY.—The rules and proce-
dures implemented under paragraph (5) 
shall include procedures for changing the 
cost methodology policy under this sub-
paragraph, notwithstanding section 209(b) 
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1110 
of the Passenger Rail Investment and Im-
provement Act (49 U.S.C. 22 24101 note), 
and procedures or broad guidelines for 
conducting financial planning, including 
operating and capital forecasting, report-
ing, and data sharing and governance. 
‘‘(C) REQUIREMENTS.—The cost method-
ology policy shall— 
‘‘(i) ensure equal treatment in the 
provision of like services of all States and 
groups of States; 
‘‘(ii) assign to each route the costs in-
curred only for the benefit of that route 
and a proportionate share, based upon fac-
tors that reasonably reflect relative use, of 
costs incurred for the common benefit of 
more than 1 route; and 
‘‘(iii) promote increased efficiency in 
Amtrak’s operating and capital activities. 
‘‘(b) INVOICES AND REPORTS.— 
‘‘(1) MONTHLY INVOICE.—Not later than April 
15, 2016, and monthly thereafter, Amtrak shall pro-
vide to each State that sponsors a State-supported 
route a monthly invoice of the cost of operating such 
route, including fixed costs and third-party costs. 
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1111 
‘‘(2) PLANNING
AND
DEMAND
REPORTS.—A 
State shall provide to the Committee and Amtrak 
planning and demand reports with respect to a 
planned or existing State-supported route. 
‘‘(3) 
FINANCIAL
AND
PERFORMANCE
RE-
PORTS.—The Committee shall require Amtrak to 
provide to the States and the Committee financial 
and performance reports at a frequency, and con-
taining such information, as determined appropriate 
by the Committee. 
‘‘(c) DISPUTE RESOLUTION.— 
‘‘(1) REQUEST FOR DISPUTE RESOLUTION.—If 
a dispute arises with respect to the rules and proce-
dures implemented under subsection (a)(5), an in-
voice or a report provided under subsection (b), im-
plementation or compliance with the cost method-
ology policy developed under section 209 of the Pas-
senger Rail Investment and Improvement Act of 
2008 (49 U.S.C. 24101 note) or amended under 
subsection (a)(7) of this section, either Amtrak or 
the State may request that the Surface Transpor-
tation Board conduct dispute resolution under this 
subsection. 
‘‘(2) PROCEDURES.—The Surface Transpor-
tation Board shall establish procedures for resolu-
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1112 
tion of disputes brought before it under this sub-
section, which may include provision of professional 
mediation services. 
‘‘(3) BINDING EFFECT.—A decision of the Sur-
face Transportation Board under this subsection 
shall be binding on the parties to the dispute. 
‘‘(4) OBLIGATION.—Nothing in this subsection 
shall affect the obligation of a State to pay an 
amount related to a State-supported route that a 
State sponsors that is not in dispute. 
‘‘(d) ASSISTANCE.— 
‘‘(1) IN GENERAL.—The Secretary may provide 
assistance to the parties in the course of negotia-
tions for a contract for operation of a State-sup-
ported route. 
‘‘(2) FINANCIAL
ASSISTANCE.—From among 
available funds, the Secretary shall provide— 
‘‘(A) financial assistance to Amtrak or 1 or 
more States to perform requested independent 
technical analysis of issues before the Com-
mittee; and 
‘‘(B) administrative expenses that the Sec-
retary determines necessary. 
‘‘(e) PERFORMANCE METRICS.—In negotiating a con-
tract for operation of a State-supported route, Amtrak 
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and the State or States that sponsor the route shall con-
sider including provisions that provide penalties and incen-
tives for performance, including incentives to— 
‘‘(1) increase revenue; 
‘‘(2) reduce costs; 
‘‘(3) finalize contracts by the beginning of the 
Federal fiscal year; and 
‘‘(4) require States to promptly make payments 
for services delivered. 
‘‘(f) STATEMENT OF GOALS AND OBJECTIVES.— 
‘‘(1) IN GENERAL.—The Committee shall de-
velop and annually review and update, as necessary, 
a statement of goals, objectives, and associated rec-
ommendations concerning the future of State-sup-
ported routes operated by Amtrak. The statement 
shall identify the roles and responsibilities of Com-
mittee members and any other relevant entities, such 
as host railroads, in meeting the identified goals and 
objectives, or carrying out the recommendations. 
The statement shall include a list of capital projects, 
including infrastructure, fleet, station, and facility 
initiatives, needed to support the growth of State- 
supported routes. The Committee may consult with 
such relevant entities, as the Committee considers 
appropriate, when developing the statement. 
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