The COMPASS-weighted apportionment
The surcharge is targeted — not ring-fenced — to the communities that host: struggling communities receive more than healthy ones. It does not split along a fixed federal formula. The NSB and Treasury apportion the pool against the COMPASS shortage-indicator suite, so the weighting travels with measured local need rather than with a political negotiation. The exact formula and guidance are still to be determined. Three framing principles bound the rule-making:
| Where the weight goes | What the funds do |
|---|---|
| Heavier — low-capacity / hollowed-out tracts | Places with the largest measured shortages on the COMPASS suite (healthcare access, broadband, housing supply, civic capacity, primary care, mental health) receive the largest per-immigrant allocation. The surcharge becomes a capacity-building stream for the places that most need it. |
| Lighter — high-capacity established cities | Cities with deep immigrant-receiving infrastructure already in place — the established gateways — receive a smaller per-immigrant allocation, on the principle that marginal capacity-building dollars travel further where the capacity is missing. |
| Refugee + asylum hosting | Communities hosting refugees or asylum seekers qualify even before the hosted residents are employed. Refugee and asylum-seeker healthcare is covered by Distributed Healthcare (the universal floor), not by a separate surcharge slice. |
Specific apportionment weights are set by NSB / Treasury rule-making against the COMPASS indicators and are not published as fixed percentages.
Phase-in and steady-state intake
| Year | Annual intake |
|---|---|
| Years 1–3 | Annual steps, each gated on COMPASS absorption in the receiving communities |
| Year 4+ | Steady state: employer demand sets the volume; the surcharge and the work-offer requirement throttle it below the statutory level |
The ramp is administrative — bringing the new intake and scoring system to capacity, gated on the COMPASS absorption indicators — not a new quota concept; federal intake control already exists.
The Genius-Track visa system (PhD Completion, GTV, Postdoctoral, Alliance-Incentive Fast-Track) is separate and additive — combined steady-state flow ~46,000–62,000/year, independent of the surcharge-governed volume.
Remittances
Remittances are private household flows from worker take-home pay. The surcharge has already priced the labor-market externality at source; the Accord neither taxes nor restricts remittances.