Trane CT30 Thermostat User Manual

3*ꢀꢁ

2SHUDWLRQꢀ*XLGHꢀ&7ꢂꢃ

designed for

7KHꢀꢀ&7ꢁꢂꢀSURJUDPPDEOHꢀFRPPXQLFDWLQJꢀꢀ

WKHUPRVWDWꢀRSHUDWHVꢀYLDꢀDꢀKLJKꢃTXDOLW\ꢄꢀHDV\ꢃ

WRꢃXVHꢀWRXFKꢀVFUHHQꢅꢀ7RꢀSURJUDPꢀRUꢀDGMXVWꢀ

WRSꢀFRYHU

5HVHW

EXWWRQ

+9$&

:LUH

VHOHFWLRQV

VZLWFKHV

ꢀ

\RXUꢀ&7ꢁꢂꢄꢀVLPSO\ꢀWRXFKꢀ\RXUꢀ¿QJHUꢀ¿UPO\ꢀWRꢀ

WHUPLQDOV

WKHꢀVFUHHQꢅꢀ7KHꢀVFUHHQꢀZLOOꢀDXWRPDWLFDOO\ꢀOLJKWꢀ

XSꢀDQGꢀ\RXꢀZLOOꢀKHDUꢀDꢀ³EHHSꢅ´ꢀ7KHꢀVFUHHQꢀZLOOꢀ

6DYHꢀ

(QHUJ\

EXWWRQ

UHVSRQGꢀGLIIHUHQWO\ꢀWRꢀGLIIHUHQWꢀW\SHVꢀRIꢀWRXFKHVꢄꢀ

0RGH

EXWWRQ

VRꢀ\RXꢀPD\ꢀZDQWꢀWRꢀH[SHULPHQWꢀE\ꢀWRXFKLQJꢀLWꢀ

GLIIHUHQWꢀZD\Vꢄꢀ¿QJHUꢄꢀ¿QJHUQDLOꢄꢀHWFꢅꢀ'RꢀQRWꢀXVHꢀ ^{3RZHUꢀ*ULGꢀ}

DꢀVKDUSꢀRUꢀPHWDOOLFꢀGHYLFHꢆꢀLWꢀZLOOꢀVFUDWFKꢀWKHꢀ

)

ꢁ

VWDWXV

LQGLFDWRU

)DQ

EXWWRQ

RGET

VFUHHQꢅ

0(18

EXWWRQ

6WDWHPHQWꢀRIꢀXVHꢄꢀꢀꢇꢂꢂꢈꢀ&RPSDWLEOHꢀZLWKꢀDOOꢀSRSXODUꢀ

UHVLGHQWLDOꢀ+9$&ꢀV\VWHPVꢆꢀꢉꢊ9$&ꢀVLQJOHꢄꢀWZRꢀVWDJHꢀ

FRQYHQWLRQDOꢀKHDWLQJꢀV\VWHPVꢀꢋJDVꢌRLOꢌHOHFWULFꢍꢄꢀKHDWꢀSXPSVꢄꢀ

VLQJOHꢀVWDJHꢀRUꢀZLWKꢀDX[LOOLDU\ꢀKHDWꢀꢋHOHFWULFꢀRUꢀIRVVLOꢍꢄꢀ

]RQHGꢀIRUFHGꢀDLUꢀDQGꢀ]RQHGꢀKRWꢀZDWHUꢀꢋꢉꢀRUꢀꢁꢀZLUHꢍꢄꢀPLOOLYROWꢀ

V\VWHPVꢀꢋZLWKꢀꢉꢊ9$&ꢀDGDSWHUꢍꢄꢀRQHꢀRUꢀWZRꢀVWDJHꢀFRROLQJꢄꢀ

DQGꢀK\EULGꢀV\VWHPVꢅ

EXWWRQ

352*

ERWWRPꢀ

FRYHU

7RXFKꢀVFUHHQ

(1*/,6+

3*ꢀꢅ

&RQWUROꢀ6FUHHQVꢀ

ꢀ

%HIRUHꢀ\RXꢀRSHUDWHꢀWKHꢀ&7ꢁꢂꢀSOHDVHꢀJHWꢀIDPLOLDUꢀZLWKꢀWKHVHꢀEDVLFꢀFRQWUROꢀVFUHHQVꢅꢀ$OOꢀWKHꢀ&7ꢁꢂꢀ

IXQFWLRQVꢀDUHꢀDFFHVVHGꢀWKURXJKꢀWKHVHꢀVFUHHQVꢎꢀ+20(ꢄꢀ0(18ꢄꢀ352*5$0ꢀDQGꢀ0$18$/ꢅꢀꢀ7KHꢀ&7ꢁꢂꢀ

WRXFKꢀVFUHHQꢀWHFKQRORJ\ꢀDOORZVꢀ\RXꢀWRꢀVHOHFWꢀꢋE\ꢀWRXFKLQJꢍꢀDQꢀLWHPꢀDQGꢀFKDQJHꢀLWꢀXVLQJꢀWKHꢀꢏꢌꢃꢀDUURZVꢀ

RUꢀWKHꢀWLPHꢀDUURZVꢅ

/RFNꢀ

VWDWXV

ꢀ

&XUUHQWꢀ5RRP

7HPSHUDWXUH

)DQꢀ

VWDWXV

7LPHꢀ

RIꢀGD\

7LPH

6ORW

ꢀ ꢀ+20(ꢀ6FUHHQ _ꢀꢀ

7KHꢀ+20(ꢀVFUHHQꢀLVꢀGLVSOD\HGꢀZKHQꢀWKHꢀ

ꢀ

$872

'$<

XQLWꢀLVꢀRSHUDWLQJꢅꢀ7RXFKLQJꢀWKHꢀ+20(ꢀLFRQꢀ

ꢀRQꢀWKHꢀVFUHHQꢀZLOOꢀDOZD\VꢀUHWXUQꢀ\RXꢀ

WRꢀWKLVꢀVFUHHQꢅ

RADIO

)

ꢀ

ꢁ

7RꢀVHWꢀDꢀ0RGHꢎꢀ

LINK

3UHVVꢀWKHꢀPRGHꢀEXWWRQꢀRQꢀWKHꢀVLGHꢅꢀ7KHꢀ

&7ꢁꢂꢀZLOOꢀVWHSꢀWKURXJKꢀWKHꢀPRGHVꢀ+($7ꢄꢀ

2))ꢄꢀDQGꢀ&RROꢀLQꢀRUGHUꢅꢀ7KHꢀ/&'ꢀVKRZVꢀ

ZKDWꢀPRGHꢀ\RXꢀDUHꢀLQꢅ

ꢀ

TARGET TEMP

&22/

&KLUSꢀ

LQGLFDWRU

'D\

7KHUPRVWDW

0RGH

5DGLR

7DUJHW

7HPSHUDWXUH

LQGLFDWRU

0(18ꢀ6FUHHQꢀ7KHꢀ0(18ꢀVFUHHQꢀLVꢀWKHꢀJDWHZD\ꢀWRꢀPDQ\ꢀꢀIXQFWLRQVꢀRUꢀVHWWLQJVꢀRIꢀWKHꢀ

&7ꢁꢂꢅꢀ,WꢀLVꢀGLVSOD\HGꢀZKHQꢀ\RXꢀSUHVVꢀWKHꢀ0(18ꢀEXWWRQꢅꢀꢀ>6HHꢀSDJHꢀꢐꢀIRUꢀGHWDLOV@

ꢀ

&KLUSꢀVHW

7RXFKꢀWKLVꢀWRꢀWXUQꢀWKH

)LOWHUꢀ7LPHU VHW

6HWꢀ7LPH

7RXFKꢀWKLVꢀDUHDꢀWRꢀVHW

WKHꢀWLPHꢀRIꢀGD\ꢅ

/HIWꢀDUURZꢀJRHVꢀEDFNꢄ

ꢀ

ꢀ7RXFKꢀDQGꢀKROGꢀ

ꢑꢀVHFꢀWRꢀFKDQJHꢅ

ꢀ

ꢀDXGLEOHꢀFKLUSꢀRQꢀRUꢀRIIꢅ

ꢀ

),/7(5

6:,1*

',))

ULJKWꢀDUURZꢀJRHVꢀIRUZDUGꢅ

6HW &ꢀꢆ )

'LIIHUHQWLDO WRꢀVHW

IRUꢀꢉQGꢀ6WDJHꢀVWDUWꢅꢀ

7RXFKꢀWKLV

WRꢀVHWꢀWHPSꢀ

GLVSOD\ꢀXQLWVꢅ

)

ꢀꢀ

ꢀ

7HPSHUDWXUHꢀ

6ZLQJꢀVHWꢀꢀ

+9$&

5HWXUQꢀ

WR +20(

VFUHHQꢅ

6(783ꢀ

ꢀ

6HWꢀ'D\

ꢀ

7RXFKꢀWKLVꢀDUHDꢀWRꢀVHW

WKHꢀGD\ꢀRIꢀWKHꢀZHHNꢅ

&$/,%5$7(

/RFNꢀ3URJUDP

7RXFKꢀIRUꢀꢑꢀVHFꢀ

WRꢀORFNꢀRUꢀXQORFNꢅ

&DOLEUDWLRQꢀFRQWURO

8VHꢀWKLVꢀWRꢀFDOLEUDWHꢀ\RXU

/&'ꢀGLVSOD\ꢀPDWFKꢀWR

DQRWKHUꢀWKHUPRPHWHUꢅ

+9$&ꢀ6(783ꢀ

7RXFKꢀWKLVꢀWRꢀFRQILJXUHꢀWKH

XQLWꢀWRꢀZRUNꢀZLWKꢀ\RXU

+9$&ꢀV\VWHPꢅ

3*ꢀꢂ

3*ꢀꢇ

352*5$0ꢀ6FUHHQꢀ7KHꢀ352*5$0ꢀVFUHHQꢀVHWVꢀWKHꢀ&7ꢁꢂꢀFRQWUROꢀIRUꢀ\RXUꢀ

KRPHꢀ+9$&ꢀV\VWHPꢅꢀ,WꢀLVꢀGLVSOD\HGꢀZKHQꢀ\RXꢀSUHVVꢀWKHꢀ352*ꢀEXWWRQꢅꢀ>6HHꢀSDJHꢀꢒꢀIRUꢀGHWDLOV@

5HWXUQꢀ+20(

:KHQꢀSURJUDPPLQJꢀLVꢀFRPSOHWHꢀ

6HWꢀ7LPHꢀ6ORW

7RXFKꢀWKLVꢀDUHDꢀWRꢀVHWꢀWKHꢀ

7LPHꢀ6ORWꢀ\RXꢀZDQWꢀWRꢀSURJUDPꢅ

WRXFKꢀWKLVꢀWRꢀUXQꢀ\RXUꢀSURJUDPꢀDQGꢀ

UHWXUQꢀWRꢀWKHꢀ+20(ꢀVFUHHQꢅ

ꢀ

6HWꢀ3URJUDPꢀ7LPH

0251ꢀ

7RXFKꢀWKLVꢀDUHDꢀWRꢀVHWꢀWKHꢀ

WLPHꢀRIꢀGD\ꢀ\RXꢀZDQWꢀHDFK

WLPHꢀSHULRGꢀWRꢀVWDUWꢅꢀ

)

/HIWꢀDUURZꢀJRHVꢀEDFNꢄꢀ

ULJKWꢀDUURZꢀJRHVꢀIRUZDUGꢅ

>7RXFKꢀDQGꢀKROGꢀIRUꢀIDVWꢀVHWꢅ@

&23<ꢀ'$<

&RS\

+($7

7RXFKꢀWKLVꢀDUHDꢀWRꢀFRS\ꢀ

FXUUHQWꢀGD\¶VꢀSURJUDPꢀ

WRꢀWKHꢀQH[WꢀGD\ꢅ

352*5$0

7HPSꢀ8Sꢀꢉꢀ7HPSꢀ'RZQꢀ

6HWꢀ3URJUDPꢀ'D\

7RXFKꢀWKLVꢀDUHDꢀWRꢀVHWꢀWKHꢀGD\ꢀRIꢀWKHꢀZHHNꢀ

\RXꢀZDQWꢀWRꢀSURJUDPꢀ7DUJHWꢀ7HPSVꢀIRUꢅ

DUURZVꢅꢀ7RXFKꢀWKHVHꢀWRꢀUDLVHꢀ

DQGꢀORZHUꢀHDFKꢀ7DUJHWꢀ7HPSꢅ

>7RXFKꢀDQGꢀKROGꢀIRUꢀIDVWꢀVHWꢅ@

0$18$/ꢀ6FUHHQꢀ7KHꢀ0DQXDOꢀ6FUHHQꢀFRQWUROꢀVFUHHQꢀLVꢀZKHUHꢀ\RXꢀFDQꢀPDNHꢀ

WHPSRUDU\ꢀFKDQJHVꢀWRꢀ\RXUꢀ&7ꢁꢂ¶VꢀRSHUDWLRQꢅꢀ7RXFKꢀWKHꢀPDLQꢀWHPSHUDWXUHꢀGLVSOD\ꢀWRꢀXVHꢀWKLVꢀVFUHHQꢅꢀ

>6HHꢀSDJHꢀꢇꢉꢀIRUꢀGHWDLOV@ꢀ

ꢀ

0DQXDOꢀ2YHUULGHꢀLQGLFDWRUꢀ

6KRZVꢀ7(0325$5<ꢀZKHQꢀ

7DUJHW

7HPSHUDWXUH

5RRP

7HPSHUDWXUH

\RXꢀKDYHꢀPRGLILHGꢀWKHꢀ7DUJHWꢅ

ꢀ

7HPSꢀ8Sꢀꢉꢀ7HPSꢀ'RZQꢀDUURZV

7RXFKꢀWKHVHꢀWRꢀUDLVHꢀDQGꢀORZHU

WKHꢀPDQXDOꢀRYHUULGHꢀ7DUJHWꢀ7HPSꢅ

7(0325$5<

)

5HWXUQꢀ+20(

(0(5

+2/'

ꢀꢀꢀ

+2/,'$< 7RXFKꢀWKLVꢀWRꢀLQYRNHꢀDꢀ

VLQJOHꢀSURJUDPꢀWKDWꢀUHSHDWVꢀGD\ꢀ

DIWHUꢀGD\ꢀXQWLOꢀ\RXꢀWXUQꢀLWꢀRIIꢅꢀ

+2/,'$<

+($7

+2/'ꢀ7RXFKꢀWKLVꢀDUHDꢀWRꢀRSHUDWHꢀWKHꢀWKHUPRVWDWꢀDVꢀ

DꢀPDQXDOꢀWKHUPRVWDWꢅꢀꢀ,WꢀZLOOꢀNHHSꢀWKHꢀWHPSHUDWXUHꢀ

\RXꢀVHWꢀXQWLOꢀ\RXꢀFKDQJHꢀLWꢀRUꢀFDQFHOꢀ+2/'ꢊ

(0(5ꢀKHDWꢀIRU

+($7ꢀ3803ꢀV\VWHPVꢅ

3*ꢀꢈ

3*ꢀꢋ

,QLWLDOꢀ6HWWLQJV

ꢀ

3UHVVꢀ0(18ꢀWRꢀSUHSDUHꢀWKHꢀWKHUPRVWDWꢀꢋIURPꢀ+20(ꢀVFUHHQꢍꢅꢀ

6HWꢀGD\ꢀRIꢀWKHꢀZHHNꢀꢃꢀ

7RXFKꢀWKHꢀ'D\ꢀRIꢀWKHꢀZHHNꢀDUHDꢀWRꢀF\FOHꢀWKURXJKꢀWKHꢀGD\VꢀRIꢀWKHꢀZHHNꢀWRꢀVHOHFWꢀWKHꢀFXUUHQWꢀGD\ꢅꢀ

6HWꢀWLPHꢀRIꢀGD\ꢀꢃꢀ

7RXFKꢀWKHꢀ7LPHꢀRIꢀ'D\ꢀDUURZVꢀWRꢀPRYHꢀWKHꢀWLPHꢀVHOHFWLRQꢀIRUZDUGꢀRUꢀEDFNZDUGꢀXQWLOꢀ

LWꢀGLVSOD\VꢀWKHꢀFXUUHQWꢀWLPHꢅꢀ7RXFKꢀDQGꢀKROGꢀIRUꢀIDVWHUꢀVHWWLQJꢅ

%DFNZDUG )RUZDUG

R R

6HWꢀ )ꢃ &ꢀꢀGLVSOD\

7RXFKꢀWKHꢀ )ꢀDQGꢀLWꢀZLOOꢀWRJJOHꢀWR &ꢅ

ꢀR

6HWꢀDXGLEOHꢀFKLUSꢀꢃꢀ

7RXFKꢀWKHꢀPXVLFDOꢀQRWHꢀLFRQꢀWRꢀVHOHFWꢀWKHꢀFKLUSꢀꢀ

RUꢀQRꢀFKLUSꢅ

5HWXUQꢀ+20(ꢀE\ꢀWRXFKLQJꢀWKHꢀKRPHꢀLFRQꢅ

$XWRꢆUXQꢀ3URJUDP

ꢀ

7KHꢀ&7ꢁꢂꢀFRPHVꢀSUHꢃSURJUDPPHGꢀZLWKꢀDQꢀ(3$ꢀDSSURYHGꢀSURJUDPꢅꢀ7KLVꢀSURJUDPꢀLVꢀUHFRPPHQGHGꢀE\ꢀ

WKHꢀ(3$ꢀIRUꢀHQHUJ\ꢀHI¿FLHQF\ꢅꢀ:HꢀVWURQJO\ꢀUHFRPPHQGꢀWKDWꢀ\RXꢀ$XWRꢃ5XQꢀWKLVꢀSURJUDPꢀIRUꢀRQHꢀZHHNꢄꢀ

DQGꢀVHHꢀLIꢀLWꢀZRUNVꢀIRUꢀ\RXꢅꢀ,IꢀLWꢀGRHVꢀQRWꢀ¿Wꢀ\RXUꢀQHHGVꢀ\RXꢀFDQꢀDOZD\VꢀLQSXWꢀDꢀFXVWRPꢀSURJUDPꢅꢀ

7RꢀUXQꢀWKHꢀ(3$ꢀSURJUDPꢄꢀVHWꢀWKHꢀPRGHꢀVZLWFKꢀWRꢀ+($7ꢀRUꢀ&22/ꢅꢀ

3UHVVꢀWKHꢀ0(18ꢀEXWWRQꢀDQGꢀXVHꢀWKHꢀDUURZVꢀE\ꢀWKHꢀWLPHꢀGLVSOD\ꢀWRꢀVHWꢀWKHꢀWLPHꢅꢀ

7RXFKꢀWKHꢀ'$<ꢀDUHDꢀDQGꢀDGYDQFHꢀLWꢀWRꢀVHOHFWꢀWKHꢀSUHVHQWꢀGD\ꢅꢀꢀ

7RXFKꢀ+20(ꢅꢀ7KHꢀXQLWꢀLVꢀQRZꢀUXQQLQJꢀWKHꢀSURJUDPꢅW

(3$

0251

ꢓꢎꢂꢂDP

'$<

ꢔꢎꢂꢂDP

(9(1

ꢓꢎꢂꢂSP

1,7(ꢀ

ꢇꢂꢎꢂꢂSP

0251

ꢓꢎꢂꢂDP

'$<

ꢔꢎꢂꢂDP

(9(1

ꢓꢎꢂꢂSP

1,7(

ꢇꢂꢎꢂꢂSP

+($7

&22/

ꢒꢂ^R)ꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢓꢉ^R)ꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢒꢂ^Rꢀ ꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢓꢉ^R)

$OOꢀ'D\Vꢀ

ꢒꢔ^R)ꢀꢀꢀꢀꢀꢀꢀꢀꢀꢔꢑ^R)ꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢒꢔ^R)ꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢔꢉ^R)

$OOꢀ'D\Vꢀ

ꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀ

72ꢀ&+$1*(ꢀ7+(ꢀ352*5$0ꢄ

0DNHꢀVXUHꢀWKHꢀ&7ꢁꢂꢀPRGHꢀLVꢀVHWꢀWRꢀHLWKHUꢀ+($7ꢀRUꢀ&22/ꢄꢀꢀWKHQꢀSUHVVꢀWKHꢀ352*5$0ꢀEXWWRQꢅꢀꢀ7KLVꢀ

SXWVꢀ\RXꢀDWꢀWKHꢀ352*5$0ꢀVFUHHQꢀ>VHHꢀSDJHꢀꢊ@ꢅꢀꢀ7KHꢀSURJUDPPHGꢀVWDUWꢀWLPHꢀLVꢀGLVSOD\HGꢀRQꢀWKHꢀ

XSSHUꢀWKHꢀOHIWꢅꢀ7KHꢀ7,0(ꢀ6/27ꢀLFRQꢀLQGLFDWHVꢀWKHꢀDFWLYHꢀ7,0(ꢀ6/27ꢀLQꢀWKHꢀGHIDXOWꢀSURJUDPꢀ>0251ꢄꢀ

'$<ꢄꢀ(9(ꢄꢀ1,7(@ꢅꢀ7KHꢀSURJUDPPHGꢀ7DUJHWꢀ7HPSHUDWXUHꢀLVꢀVKRZQꢀRQꢀPDLQꢀGLVSOD\ꢅꢀ

7KHꢀ+($7ꢀSURJUDPꢀDQGꢀWKHꢀ&22/ꢀSURJUDPVꢀDUHꢀVHSDUDWHꢅꢀꢀ

3*ꢀꢌ

3*ꢀꢍ

352*5$0ꢀFRQWꢅꢀ

6HOHFWꢀWKHꢀGD\ꢀ\RXꢀZDQWꢀWRꢀSURJUDPꢅꢀ

7KHꢀGD\ꢀRIꢀWKHꢀZHHNꢀVWDUWVꢀDWꢀ68ꢀꢃꢀ6XQGD\ꢀDQGꢀFDQꢀEHꢀDGYDQFHGꢀWRꢀWKHꢀGD\ꢀ\RXꢀZDQWꢀWRꢀSURJUDPꢅ

7RXFKꢀWKHꢀGD\ꢀRIꢀWKHꢀZHHNꢀDUHDꢀWRꢀF\FOHꢀWKURXJKꢀWKHꢀGD\VꢀRIꢀWKHꢀꢀZHHNꢀWRꢀWKHꢀGHVLUHGꢀGD\ꢅꢀ

ꢀ

6HOHFWꢀWKHꢀWLPHꢀVORWꢀꢋSHULRGꢍꢀ\RXꢀZDQWꢀWRꢀSURJUDPꢀꢋ0251ꢄ'$<ꢄꢀ(9(1ꢄꢀ1,7(ꢍꢅ

7RXFKꢀWKHꢀWLPHꢀVORWꢀDUHDꢀWRꢀF\FOHꢀWKURXJKꢀWRꢀWKHꢀGHVLUHGꢀSHULRGꢅ

6HOHFWꢀWKHꢀGHVLUHGꢀVWDUWꢀWLPHꢀRIꢀWKDWꢀWLPHꢀVORWꢅ

7RXFKꢀWKHꢀWLPHꢀDUURZVꢀWRꢀVHOHFWꢀWKHꢀGHVLUHGꢀSHULRG¶VꢀVWDUWLQJꢀWLPHꢅꢀ+ROGꢀDUURZꢀGRZQꢀIRUꢀIDVWꢀWLPHꢀ

VFUROOLQJꢅ

6HOHFWꢀWKHꢀGHVLUHGꢀWDUJHWꢀWHPSHUDWXUHꢀIRUꢀWKDWꢀWLPHꢀVORWꢅ

7RXFKꢀWKHꢀꢏꢌꢃꢀDUURZVꢀWRꢀVHOHFWꢀWKHꢀGHVLUHGꢀSHULRG¶VꢀWHPSHUDWXUHꢅ

7Rꢀ&23<ꢀRQHꢀGD\¶VꢀSURJUDPPLQJꢀWRꢀWKHꢀQH[WꢀGD\ꢄꢀWRXFKꢀ&23<ꢀ'$<ꢀRQFHꢅꢀ7KHꢀLQIRUPDWLRQꢀIRUꢀWKHꢀ

FXUUHQWꢀGD\ꢀZLOOꢀEHꢀFRSLHGꢀWRꢀWKHꢀQH[WꢀGD\ꢀZKLFKꢀZLOOꢀDSSHDUꢀRQꢀWKHꢀVFUHHQꢅꢀ+ROGLQJꢀGRZQꢀ&23<ꢀIRUꢀ

RYHUꢀꢁꢀVHFRQGVꢀZLOOꢀFRS\ꢀWRꢀDOOꢀꢒꢀGD\Vꢅ

7RXFKꢀ

ꢀWRꢀUHWXUQꢀWRꢀWKHꢀ+RPHꢀVFUHHQꢅ

0(18ꢀ6FUHHQꢀ)XQFWLRQV

ꢀ

ꢀꢀꢀꢀꢀ

3UHVVꢀ0(18ꢀWRꢀEULQJꢀXSꢀ0(18ꢀVFUHHQꢅ

7,0(ꢀRIꢀ'$<

7RXFKꢀWKHꢀOHIWꢀꢋGRZQꢍꢀRUꢀULJKWꢀꢋXSꢍꢀDUURZVꢀQH[WꢀWRꢀWKHꢀWLPHꢀGLVSOD\ꢀWRꢀVHWꢀWKHꢀFXUUHQWꢀWLPHꢀꢋꢇꢀPLQXWHꢀSHUꢀ

WRXFKꢍꢅꢀ7RXFKꢀDQGꢀKROGꢀWKHꢀDUURZꢀIRUꢀIDVWꢀWLPHꢀVHWꢀꢋꢇꢑꢀPLQXWHꢀMXPSVꢍꢅ

'$<ꢀRIꢀ:HHNꢀꢀ7RXFKꢀ'$<ꢀDUHDꢀWRꢀVHOHFWꢀSUHVHQWꢀGD\ꢅ

6:,1*ꢀꢀꢀꢋ+9$&ꢀF\FOLQJꢀUDWHꢍꢀꢀ7KLVꢀIHDWXUHꢀDOORZVꢀ\RXꢀWRꢀVHWꢀWKHꢀGHVLUHGꢀYDULDQFHꢀLQꢀWHPSHUDWXUHꢀ

EHWZHHQꢀWKHꢀꢀ&7ꢁꢂꢀVHWWLQJꢀDQGꢀWKHꢀURRPꢀWHPSHUDWXUHꢀUHTXLUHGꢀEHIRUHꢀWKHꢀKHDWLQJꢀRUꢀFRROLQJꢀV\VWHPꢀ

ZLOOꢀWXUQꢀRQ²IURPꢀꢂꢅꢑꢀWRꢀꢉꢅꢂꢀ)ꢀꢋꢅꢉꢑꢀWRꢀꢇꢀ&ꢍꢅꢀ)RUꢀH[DPSOHꢄꢀLIꢀ6:,1*ꢀLVꢀVHWꢀWRꢀꢉꢅꢂꢀ)ꢀDQGꢀWKHꢀꢀ&7ꢁꢂꢀ

LVꢀVHWꢀWRꢀꢒꢂ)ꢀ7DUJHWꢀ7HPSHUDWXUHꢄꢀWKHꢀKHDWꢀF\FOHꢀZLOOꢀVWDUWꢀZKHQꢀURRPꢀWHPSHUDWXUHꢀGURSVꢀWRꢀꢓꢔꢅꢀ

6LPLODUO\ꢄꢀWKHꢀFRROLQJꢀV\VWHPꢀZLOOꢀVWDUWꢀZKHQꢀWKHꢀURRPꢀWHPSHUDWXUHꢀLQFUHDVHVꢀWRꢀꢒꢉ)ꢅꢀ7KHꢀ+9$&ꢀWKHQꢀ

UXQVꢀDQGꢀZLOOꢀVKXWꢀRIIꢀDWꢀWKHꢀ7DUJHWꢀ7HPSHUDWXUHꢅꢀ

7RꢀVHWꢀ6:,1*ꢎ

7RXFKꢀ6:,1*ꢅ

7RXFKꢀWKHꢀOHIWꢌULJKWꢀDUURZVꢀWRꢀVHWꢀWKHꢀ6:,1*ꢀIURPꢀꢂꢅꢑꢀWRꢀꢉꢅꢂꢀ)ꢅ

7KHꢀ+9$&ꢀZLOOꢀUXQꢀPRUHꢀIUHTXHQWO\ꢀDWꢀꢅꢑ)ꢀDQGꢀOHVVꢀDWꢀꢉ)ꢅꢀꢀ'HIDXOWꢀLVꢀꢇ)ꢅ

7RXFKꢀ

ꢀWRꢀUHWXUQꢀWRꢀWKHꢀ0(18ꢀVFUHHQꢅ

3*ꢀꢎ

3*ꢀꢁꢃ

ꢀꢀꢀ

ꢀ

ꢀꢀ&KLUSꢀVHWꢀꢆꢀ7RXFKꢀWKLVꢀWRꢀWXUQꢀWKHꢀDXGLEOHꢀFKLUSꢀVRXQGꢀRQꢀRUꢀRIIꢅꢀꢀ

)

ꢀꢀ6HWꢀꢆꢀ7RXFKꢀWKLVꢀWRꢀVZLWFKꢀWKHꢀꢀWHPSHUDWXUHꢀGLVSOD\ꢀVFDOHꢀIURPꢀꢀ )ꢀWRꢀ &ꢀꢅ

ꢀ

),/7(5ꢀꢃꢀ$,5ꢀ),/7(5ꢀ$/(57ꢀꢃꢀ7KHꢀꢀ&7ꢁꢂꢀFDQꢀEHꢀSURJUDPPHGꢀWRꢀUHPLQGꢀ\RXꢀZKHQꢀWKHꢀ+9$&ꢀ

V\WHP¶VꢀDLUꢀ¿OWHUꢀQHHGVꢀFKDQJLQJꢅ

7RXFKꢀ),/7(5ꢅꢀ7KHꢀGLVSOD\ꢀZLOOꢀVKRZꢀWKHꢀXVDJHꢀWRꢀGDWHꢅ

7RXFKꢀ),/7(5ꢀIRUꢀRYHUꢀꢁꢀVHFRQGVꢀDQGꢀWKHꢀGLVSOD\ꢀZLOOꢀFKDQJHꢀWRꢀ/,0,7ꢅ

7RXFKꢀDUURZVꢀWRꢀVHWꢀGHVLUHGꢀXVDJHꢀOLPLWꢀEHIRUHꢀ¿OWHUꢀDOHUWꢀFRPHVꢀRQꢀKRPHꢀVFUHHQꢅꢀ

:KHQꢀWKLVꢀOLPLWꢀLVꢀUHDFKHGꢄꢀ),/7(5ꢀZLOOꢀEHꢀRQꢀKRPHꢀVFUHHQꢅ

/LPLWꢀPD\ꢀEHꢀVHWꢀIURPꢀꢂꢀWRꢀꢐꢐꢐꢀGD\VꢆꢀGHIDXOWꢀLVꢀꢐꢂꢀGD\Vꢅꢀ

7RꢀUHVHWꢄꢀWKHꢀXVDJHꢀEDFNꢀWRꢀꢂꢄꢀWRXFKꢀXVDJHꢀQXPEHUꢆꢀWRXFKLQJꢀLWꢀDJDLQꢀUHVWRUHVꢀWKHꢀGLVSOD\HGꢀXVDJHꢅ

7RXFKꢀ

ꢀꢀWRꢀUHWXUQꢀWRꢀWKHꢀ0(18ꢀVFUHHQꢅ

ꢀ/2&.ꢀꢀꢋ7KHꢀ&7ꢁꢂꢀKDVꢀꢉꢀORFNꢀPRGHVꢍꢀ

7RXFKꢀ ꢀLFRQꢀIRUꢀꢁꢀVHFRQGVꢆꢀWKHꢀXQLWꢀZLOOꢀJRꢀLQWRꢀWKHꢀ3$57,$/ꢀORFNꢀPRGHꢅꢀ7KHꢀXVHUꢀFDQꢀWHPSRUDULO\ꢀ

RYHUULGHꢀWKHꢀ&7ꢁꢂꢀWDUJHWꢀZLWKꢀWKHꢀꢏꢌꢃꢀEXWWRQVꢀRQO\ꢅꢀꢋꢇꢀEDUꢍ

)RUꢀ)8//ꢀORFNꢀꢎꢀ7RXFKꢀWKHꢀ ꢀLFRQꢀDJDLQꢀIRUꢀꢑꢀVHFRQGVꢀWRꢀJRꢀWRꢀIXOOꢀORFNꢅꢀ1RꢀFKDQJHVꢀFDQꢀEHꢀPDGHꢅꢀꢋꢉꢀ

EDUVꢍꢀ ꢅꢀꢀ2QFHꢀORFNHGꢄꢀWKHꢀ&7ꢁꢂꢀZLOOꢀUHVSRQGꢀMXVWꢀWRꢀPRGHꢀDQGꢀPHQXꢅ

7Rꢀ81/2&.ꢀꢄꢀ3UHVVꢀ0(18ꢅꢀ

7RXFKꢀDQGꢀKROGꢀ ꢀLFRQꢀIRUꢀꢑꢀVHFRQGVꢀIRUꢀꢉꢀEDUVꢀꢋLIꢀQRWꢀWKHUHꢀDOUHDG\ꢍꢅꢀ

7KHQꢀWRXFKꢀDQGꢀKROGꢀWKHꢀ ꢀLFRQꢀIRUꢀDQRWKHUꢀꢑꢀVHFRQGVꢅꢀ(DFKꢀꢑꢀVHFRQGꢀWRXFKꢀDQGꢀKROGꢀPXVWꢀEHꢀVHSDUDWHꢅ

7RXFKꢀ

ꢀWRꢀUHWXUQꢀWRꢀWKHꢀ+RPHꢀVFUHHQꢅ

ꢀꢀ

&$/,%5$7(_{ꢀꢀꢀꢀꢀ<RXUꢀWKHUPRVWDWꢀZDVꢀDFFXUDWHO\ꢀFDOLEUDWHGꢀDWꢀWKHꢀIDFWRU\ꢀWRꢀꢇꢀ)ꢀRIꢀDFWXDOꢀDPELHQWꢀ}

WHPSHUDWXUHꢅꢀ<RXꢀGRꢀKDYHꢀWKHꢀRSWLRQꢄꢀKRZHYHUꢄꢀWRꢀFKDQJHꢀWKHꢀGLVSOD\ꢀWHPSHUDWXUHꢀWRꢀPDWFKꢀWKDWꢀRIꢀDꢀ

SUHYLRXVꢀWKHUPRVWDWꢄꢀRUꢀWRꢀPDWFKꢀDQRWKHUꢀWKHUPRVWDWꢀDOUHDG\ꢀLQꢀ\RXUꢀKRPHꢅꢀ7KHꢀUDQJHꢀRIꢀFKDQJHꢀLVꢀ

IURPꢀꢃꢓ)ꢀWRꢀꢏꢓ)ꢀRUꢀꢃꢁ&ꢀWRꢀꢏꢁꢀ&ꢅ

7RꢀFKDQJHꢀ\RXUꢀ7KHUPRVWDWꢀ&DOLEUDWLRQꢏꢀWRXFKꢀ0(18ꢀDQGꢀWKHQꢀWRXFKꢀ&$/,%5$7(ꢊ

8VHꢀWKHꢀꢏꢀꢌꢀꢃꢀꢀWRꢀDGMXVWꢀWKHꢀGLVSOD\HGꢀWHPSHUDWXUHꢀXSꢀRUꢀGRZQꢄꢀDVꢀGHVLUHGꢅꢀ

7KHꢀ'(/7$ꢀ)$&725ꢀWKDWꢀDSSHDUVꢀRQꢀWKHꢀVFUHHQꢀZLOOꢀDOVRꢀDXWRPDWLFDOO\ꢀLQFUHDVHꢀRUꢀGHFUHDVHꢀIRUꢀ

HDFKꢀꢀꢂꢅꢑꢀꢋ)ꢀRUꢀ&ꢍꢀDGMXVWPHQWꢀVRꢀ\RXꢀFDQꢀVHHꢀ\RXUꢀFKDQJHꢅꢀ7KHꢀODUJHꢀGLVSOD\ꢀZLOOꢀVKRZꢀWKHꢀPRGL¿HGꢀ

WHPSHUDWXUHꢀUHDGLQJꢀWKDWꢀZLOOꢀEHꢀGLVSOD\HGꢀRQꢀWKHꢀ+20(ꢀVFUHHQꢀDQGꢀXVHGꢀDVꢀWKHꢀQHZꢀURRPꢀWHPSꢅ

7RXFKꢀ

ꢀWRꢀUHWXUQꢀWRꢀWKHꢀ+RPHꢀVFUHHQꢅ

',))ꢀꢋ8VHGꢀIRUꢀꢉꢀVWDJHꢀQRUPDOꢀRUꢀKHDWꢀSXPSꢀZLWKꢀDX[ꢀRQO\ꢄꢀQRWꢀRQꢀVFUHHQꢀIRUꢀVLQJOHꢀVWDJHꢍ

7KHꢀGLIIHUHQWLDOꢀLVꢀWKHꢀQXPEHUꢀRIꢀGHJUHHVꢀEHWZHHQꢀWKHꢀURRPꢀWHPSHUDWXUHꢀDQGꢀWKHꢀ7DUJHWꢀ7HPSHUDWXUHꢀ

DWꢀZKLFKꢀWKHꢀꢉQGꢀVWDJHꢀZLOOꢀEHꢀXVHGꢅꢀ'HIDXOWꢀLVꢀꢉ)ꢅ

WRXFKꢀ0(18ꢀDQGꢀWKHQꢀ',))ꢆꢀ8VHꢀWKHꢀDUURZVꢀWRꢀVHWꢀWKHꢀ',))ꢀ

5HFRPPHQGꢀꢀꢉ)ꢀIRUꢀYHU\ꢀFROGꢀFOLPDWHVꢀDQGꢀWKHꢀꢊ)ꢀIRUꢀZDUPꢀFOLPDWHVꢅ

5HFRPPHQGHGꢀꢀꢉ)ꢀIRUꢀYHU\ꢀFROGꢀFOLPDWHVꢀDQGꢀWKHꢀꢊ)ꢀIRUꢀZDUPꢀFOLPDWHV

3*ꢀꢁꢁ

3*ꢀꢁꢅ

0$18$/ꢀ6FUHHQꢀ)XQFWLRQV

ꢀ

7KHꢀ&7ꢁꢂꢀKDVꢀꢊꢀPDQXDOꢀRYHUULGHꢀFRPPDQGVꢅꢀ7KHꢀPDQXDOꢀVFUHHQꢀLVꢀDFFHVVHGꢀE\ꢀWRXFKLQJꢀWKHꢀODUJHꢀ

FXUUHQWꢀWHPSHUDWXUHꢀGLVSOD\ꢀRQꢀWKHꢀPLGGOHꢀRIꢀWKHꢀ+20(ꢀVFUHHQꢅ

,03257$17ꢄꢀ7KHꢀ0RGHꢀPXVWꢀEHꢀLQꢀ+($7ꢀRUꢀ&22/ꢀꢀWRꢀDFFHVVꢀWKHꢀPDQXDOꢀVFUHHQꢅ

7(0325$5<ꢀRYHUULGHꢀꢀꢀ7RXFKꢀWKHꢀꢏꢀꢌꢀꢃꢀꢀDUURZVꢀWRꢀVHOHFWꢀ\RXUꢀGHVLUHGꢀWHPSRUDU\ꢀ7DUJHWꢀ7HPSHUDWXUHꢅꢀ

7RXFKꢀ+20(ꢀWRꢀUHWXUQꢀWRꢀRSHUDWLRQꢅꢀꢀ7KHꢀ7(0325$5<ꢀLFRQꢀZLOOꢀGLVSOD\ꢀLQGLFDWLQJꢀ\RXꢀKDYHꢀPRGL¿HGꢀ

WKHꢀ7DUJHWꢀ7HPSHUDWXUHꢀIRUꢀWKHꢀFXUUHQWꢀ7LPHꢀ6ORWꢀRQO\ꢅꢀ,WꢀJRHVꢀEDFNꢀWRꢀWKHꢀSURJUDPꢀWDUJHWꢀDWꢀWKHꢀQH[Wꢀ

SHULRGꢅꢀ$OVRꢄꢀZKHQꢀLQꢀ7(0325$5<ꢄꢀLIꢀWKHꢀWDUJHWꢀLVꢀVHWꢀWKHꢀVDPHꢀDVꢀWKHꢀSURJUDPPHGꢀWDUJHWꢀIRUꢀWKDWꢀ

SHULRGꢄꢀWKHꢀZRUGꢀ7(0325$5<ꢀZLOOꢀJRꢀRXWꢅ

+2/'ꢀꢀ7KLVꢀZLOOꢀKROGꢀWKHꢀWDUJHWꢀWHPSHUDWXUHꢀ\RXꢀVHWꢀLQGH¿QLWHO\ꢄꢀXQWLOꢀ\RXꢀWXUQꢀ+2/'ꢀRIIꢅꢀꢀ+2/'ꢀZLOOꢀDOORZꢀ

\RXꢀWRꢀRSHUDWHꢀ\RXUꢀWKHUPRVWDWꢀDVꢀDꢀPDQXDOꢀWKHUPRVWDWꢅꢀꢀ,WꢀZLOOꢀNHHSꢀZKDWHYHUꢀWHPSHUDWXUHꢀ\RXꢀVHWꢀXQWLOꢀ

\RXꢀFKDQJHꢀLWꢀRUꢀFDQFHOꢀKROGꢅꢀ7DNHꢀFDUHꢀXVLQJꢀWKHꢀ+2/'ꢀIXQFWLRQꢀDVꢀWKHꢀSURJUDPꢀLVꢀQRZꢀE\SDVVHGꢅꢀꢀ7RꢀVHWꢀ

DꢀKROGꢀWDUJHWꢀWHPSHUDWXUHꢄꢀWRXFKꢀ+2/'ꢀDQGꢀXVHꢀWKHꢀꢏꢌꢃꢀLFRQVꢀWRꢀVHOHFWꢀ\RXUꢀKROGꢀWHPSHUDWXUHꢅꢀ7KHꢀ+2/'ꢀ

LFRQꢀZLOOꢀGLVSOD\ꢀRQꢀWKHꢀ+20(ꢀVFUHHQꢀLQGLFDWLQJꢀ\RXꢀKDYHꢀFKDQJHGꢀWKHꢀ7DUJHWꢀ7HPSHUDWXUHꢅꢀꢀ7KHꢀV\VWHPꢀ

ZLOOꢀ+2/'ꢀWKLVꢀWHPSHUDWXUHꢀXQWLOꢀ\RXꢀUHWXUQꢀWRꢀWKHꢀPDQXDOꢀVFUHHQꢀDQGꢀGHꢃVHOHFWꢀ+2/'ꢀE\ꢀWRXFKLQJꢀLWꢅꢀ+ROGꢀ

LVꢀDOVRꢀFDQFHOHGꢀZKHQꢀ\RXꢀVHWꢀWKHꢀPRGHꢀWRꢀ2))ꢅ

+2/,'$<ꢀꢀꢀ7KLVꢀLVꢀDꢀVLQJOHꢀSURJUDPꢀWKDWꢀUHSHDWVꢀGD\ꢀDIWHUꢀGD\ꢀXQWLOꢀ\RXꢀWXUQꢀLWꢀRIIꢅꢀ,WꢀVXSHUVHGHVꢀWKHꢀ

ZHHNO\ꢀSURJUDPꢅꢀ7RꢀXVHꢀLWꢀWRXFKꢀ+2/,'$<ꢀRQꢀWKHꢀWHPSRUDU\ꢀVFUHHQꢅꢀ7KHꢀGHIDXOWꢀKROLGD\ꢀSURJUDPꢀLVꢀ

VKRZQꢀEHORZꢅꢀ7RꢀPRGLI\ꢀWKLVꢀSURJUDPꢄꢀWRXFKꢀWKHꢀ352*5$0ꢀꢀEXWWRQꢀDQGꢀWKHQꢀWRXFKꢀWKHꢀ'$<ꢀDUHDꢀ

XQWLOꢀ+2/,'$<ꢀDSSHDUVꢀꢋDIWHUꢀ6$7ꢍꢅꢀ7KHꢀGHIDXOWꢀ+2/,'$<ꢀSURJUDPꢀLVꢀVHWꢀDVꢀꢉꢀWLPHꢀVORWVꢆꢀDOOꢀGD\ꢀ

ꢋVDPHꢀWDUJHWꢀ0251ꢄꢀ'$<ꢀDQGꢀ(9(1ꢍꢀDQGꢀDꢀGLIIHUHQWꢀWDUJHWꢀIRUꢀ1,7(ꢅꢀ>'HIDXOWꢀSURJUDPꢎꢀ+($7ꢀꢒꢂ^R)ꢀ

DOOꢀGD\ꢀDQGꢀꢓꢉ^R)ꢀDWꢀQLJKWꢅꢀꢀ&22/ꢀꢀꢒꢔ^R)ꢀDOOꢀGD\ꢀDQGꢀꢔꢉ^R)ꢀDWꢀQLJKWꢅ@ꢀ

(0(5ꢀꢋLQꢀ+($7ꢀ3803ꢀW\SHꢍꢀ

,Iꢀ\RXꢀVHWꢀ\RXUꢀ&7ꢁꢂꢀIRUꢀ+($7ꢀ3803ꢀZLWKꢀDX[LOLDU\ꢀKHDWꢄꢀ(0(5ꢀIXQFWLRQꢀLVꢀDYDLODEOHꢀRQꢀWKHꢀ0$18$/ꢀ

VFUHHQꢅꢀ,Iꢀ\RXꢀWRXFKꢀ(0(5ꢄꢀLWꢀGLVSOD\Vꢀ(0(5_21ꢅꢀ<RXUꢀ+($7ꢀ3803ꢀLVꢀGLVDEOHGꢀDQGꢀDX[LOLDU\ꢀKHDWꢀ

LVꢀ\RXUꢀVROHꢀVRXUFHꢀRIꢀKHDWꢅꢀ7KLVꢀPDQXDOꢀRYHUULGHꢀVWD\VꢀDFWLYHꢀXQWLOꢀ\RXꢀWRJJOHꢀ(0(5ꢀRIIꢅꢀꢀꢀ$X[LOLDU\ꢀ

KHDWꢀLVꢀPRUHꢀH[SHQVLYHꢀWKDQꢀWKHꢀKHDWꢀSXPSꢀVRꢀXVHꢀ(0(5ꢀRQO\ꢀLIꢀWKHꢀKHDWꢀSXPSꢀFDQQRWꢀNHHSꢀXSꢀRUꢀLVꢀ

GHIHFWLYHꢅ

2WKHUꢀꢀ)XQFWLRQV

ꢀ

6DYHꢀ(QHUJ\ꢀ%XWWRQ

7KHꢀ³6DYHꢀ(QHUJ\´ꢀIHDWXUHꢀRQꢀWKHꢀ&7ꢁꢂꢀSURYLGHVꢀDꢀVLPSOHꢄꢀHDV\ꢃWRꢃXVHꢀZD\ꢀWRꢀKHOSꢀ\RXꢀPDQDJHꢀ\RXUꢀ

HQHUJ\ꢀXVHꢅꢀ6$9(ꢀ(1(5*<ꢀDXWRPDWLFDOO\ꢀDGMXVWVꢀ\RXUꢀ7DUJHWꢀ7HPSHUDWXUHꢀXSꢀLQꢀ&22/ꢀRUꢀGRZQꢀLQꢀ

+($7ꢀE\ꢀꢊ^R)ꢅꢀꢀꢀ7RꢀXVHꢀ6DYHꢀ(QHUJ\ꢄꢀSUHVVꢀꢀWKHꢀ6DYHꢀ(QHUJ\ꢀEXWWRQꢀLQꢀWKHꢀXSSHUꢀOHIWꢀFRUQHUꢀRIꢀWKHꢀXQLWꢅꢀ

7KHꢀVFUHHQꢀZLOOꢀQRZꢀUHDGꢀ³6DYHꢀ(QHUJ\´ꢅꢀꢀꢀ7RꢀUHWXUQꢀWRꢀQRUPDOꢀRSHUDWLRQꢄꢀSUHVVꢀWKHꢀ³6DYHꢀ(QHUJ\´ꢀ

EXWWRQꢀDJDLQꢅꢀ7KLVꢀLVꢀXVHIXOꢀꢀWRꢀVDYHꢀHQHUJ\ꢀLIꢀ\RXꢀDUHꢀJRQHꢀIRUꢀDꢀVKRUWꢀWLPHꢅ

3*ꢀꢁꢂ

3*ꢀꢁꢇ

02'(ꢀ%XWWRQ

7KHꢀPRGHꢀEXWWRQꢀVHWVꢀWKHꢀ&7ꢁꢂꢀWRꢀ+($7ꢀ&22/ꢀRUꢀ2))ꢀPRGHVꢅꢀꢀ3UHVVꢀLWꢀRQFHꢀWRꢀVWHSꢀWRꢀWKHꢀQH[Wꢀ

PRGHꢅꢀ,IꢀWKHꢀ&7ꢁꢂꢀLVꢀLQꢀ2))ꢀDQGꢀ\RXꢀZDQWꢀWRꢀUHWXUQꢀWRꢀWKHꢀPRGHꢀ\RXꢀZHUHꢀSUHYLRXVO\ꢀLQꢄꢀWRXFKꢀWKHꢀ

2))ꢀLQGLFDWRUꢀRQꢀVFUHHQꢅ

)$1ꢀ%XWWRQ

7KHꢀIDQꢀFRQWUROꢀLVꢀQRUPDOO\ꢀLQꢀ$872ꢀPRGHꢄꢀPHDQLQJꢀWKDWꢀWKHꢀIDQꢀRSHUDWHVꢀDXWRPDWLFDOO\ꢀZLWKꢀWKHꢀ

+9$&ꢀV\VWHPꢀDQGꢀWKHꢀWKHUPRVWDWꢅꢀ:KHQꢀWKHꢀIDQꢀEXWWRQꢀLVꢀSUHVVHGꢀWKHꢀIDQꢀJRHVꢀ21ꢄꢀWKHꢀIDQꢀZLOOꢀUXQꢀ

FRQWLQXRXVO\ꢀLQꢀWKLVꢀPDQXDOꢀRYHULGHꢀXQWLOꢀVZLWFKHGꢀEDFNꢀWRꢀ$872ꢀE\ꢀSUHVVLQJꢀWKHꢀ)$1ꢀEXWWRQꢀDJDLQꢅ

>127(ꢎꢀ)DQꢀ21ꢀIXQFWLRQꢀLVꢀDYDLODEOHꢀLQꢀWKHꢀ2))ꢀPRGHꢀWRꢀDOORZꢀVLPSOHꢀYHQWLODWLQJꢅ@

6LPSOHꢀ6FUHHQꢀ

7KLVꢀGLVSOD\ꢀPRGHꢀOLPLWVꢀWKHꢀDPRXQWꢀRIꢀLQIRUPDWLRQꢀRQꢀVFUHHQꢀDQGꢀOLPLWVꢀWKHꢀIXQFWLRQVꢀWRꢀMXVWꢀWKHꢀꢏꢌꢃꢀ

DUURZVꢀDQGꢀWKHꢀ6$9(ꢀ(1(5*<ꢀEXWWRQꢅꢀ

+ROGꢀGRZQꢀWKHꢀ352*5$0ꢀEXWWRQꢀIRUꢀꢇꢂꢀVHFRQGVꢀWRꢀDFFHVVꢀWKHꢀOLPLWHGꢀGLVSOD\ꢀVFUHHQꢅ

+ROGꢀGRZQꢀWKHꢀ352*5$0ꢀEXWWRQꢀIRUꢀꢇꢂꢀVHFRQGVꢀWRꢀOHDYHꢀWKHꢀOLPLWHGꢀGLVSOD\ꢀVFUHHQꢅꢀ

5(6(7ꢀEXWWRQꢀ7KHꢀ5(6(7ꢀEXWWRQꢀUHꢃERRWVꢀWKHꢀ&7ꢁꢂꢀSURFHVVRUꢅꢀ,WꢀGRHVꢀQRWꢀHIIHFWꢀWKHꢀXVHUꢀ

SURJUDPVꢀWKDWꢀKDYHꢀEHHQꢀVWRUHGꢀLQꢀSHUPDQHQWꢀPHPRU\ꢅ

&RPSUHVVRUꢀ3URWHFWLRQꢀꢀꢀ7KHꢀ&7ꢁꢂꢀKDVꢀDꢀPLQLPXPꢀF\FOHꢀWLPHꢀRIꢀꢊꢀPLQXWHVꢀWRꢀSURWHFWꢀ\RXUꢀ

FRPSUHVVRUꢀLQꢀFRROꢀDQGꢀLQꢀKHDWꢀSXPSꢀꢋLIꢀ\RXꢀKDYHꢀRQHꢍꢅꢀ7KHꢀ+RPHꢀVFUHHQꢀZLOOꢀVKRZꢀDꢀVPDOOꢀFORFNꢀDQGꢀ

$ꢌ&ꢀGXULQJꢀWKLVꢀWLPHꢀDQGꢀWKHꢀFRPSUHVVRUꢀZLOOꢀQRWꢀFRPHꢀRQꢀXQWLOꢀWKHꢀꢊꢀPLQXWHꢀGHOD\ꢀLVꢀRYHUꢅ

&RPPXQLFDWLQJꢀ7KHUPRVWDW

861$3ꢀ

UDGLR

ꢀꢀ

7KHꢀ&7ꢁꢂꢀKDVꢀꢉꢀ570ꢃꢇꢀUDGLRꢀSRUWVꢅꢀ7KHVHꢀDOORZꢀ\RXUꢀWKHUPRVWDWꢀ

WRꢀFRPPXQLFDWHꢀZLWKꢀRWKHUꢀV\VWHPVꢅꢀ'HSHQGLQJꢀRQꢀ\RXUꢀDUHDꢀ

3RZHUꢀ&RPSDQ\ꢄꢀSURJUDPVꢀPD\ꢀEHꢀDYDLODEOHꢀWRꢀFRQQHFWꢀ\RXUꢀ

WKHUPRVWDWꢀWRꢀSRZHUꢀJULGꢀVWDWXVꢀLQIRUPDWLRQꢅꢀ7KLVꢀFDQꢀPDNHꢀLWꢀHDV\ꢀ

IRUꢀ\RXꢀWRꢀPRGHUDWHꢀ\RXUꢀHQHUJ\ꢀXVHꢀDWꢀSHDNꢀKRXUVꢀDQGꢀXVHꢀSRZHUꢀ

ZKHQꢀLWꢀLVꢀOHVVꢀH[SHQVLYHꢅꢀ

8VLQJꢀ861$3ꢀ5DGLRVꢀ7KHꢀ861$3ꢀSRUWVꢀDOORZꢀ\RXꢀWRꢀFRQQHFWꢀ

\RXUꢀ&7ꢁꢂꢀWRꢀ\RXUꢀKRPHꢀ:L)LꢀQHWZRUNꢅꢀ7KLVꢀFDQꢀJLYHꢀ\RXꢀDFFHVVꢀ

WRꢀ\RXUꢀKRPH¶Vꢀ+9$&ꢀV\VWHPꢀHYHQꢀZKHQꢀ\RXꢀDUHꢀDZD\ꢀ>ZLWKꢀ

DGGLWLRQDOꢀZHEꢀVHUYLFH@ꢅꢀꢀ,WꢀFDQꢀDOVRꢀJLYHꢀ\RXꢀDFFHVVꢀWRꢀZHEꢀEDVHGꢀ

HI¿FLHQWꢀHQHUJ\ꢀPDQDJHPHQWꢀVLWHVꢀWKDWꢀFDQꢀKHOSꢀ\RXꢀVDYHꢀPRQH\ꢀ

DQGꢀSURWHFWꢀWKHꢀHQYLURQPHQWꢅ<RXꢀFDQꢀFRQQHFWꢀ\RXUꢀ&7ꢁꢂꢀWRꢀDQꢀ

861$3ꢀSRUW

$0,ꢀQHWZRUNꢀIRUꢀ,Qꢀ+RPHꢀ'LVSOD\ꢀRIꢀHOHFWULFꢀJULGꢀVWDWXVꢀRUꢀFRQQHFWꢀWRꢀDꢀ+RPHꢀ$XWRPDWLRQꢀQHWZRUNꢀIRUꢀ

+$ꢀIXQFWLRQDOLW\ꢀZLWKꢀUHPRWHꢀDFFHVVꢀWRꢀ\RXUꢀ+9$&ꢀV\VWHPꢀDQGꢀKRPHꢀFRQGLWLRQVꢅ

ꢀꢀꢀꢀ

7Rꢀ,QVHUWꢀDꢀ861$3ꢀUDGLRꢀPRGXOHꢄ

3RZHUꢀRIIꢀWKHꢀ&7ꢁꢂꢅꢀꢀ,QVHUWꢀWKHꢀUDGLRꢀPRGXOHꢀLQꢀ

HLWKHUꢀVORWꢀRQꢀWKHꢀEDFNꢀRIꢀWKHꢀ&7ꢁꢂꢅꢀ3RZHUꢀXSꢀ

&DXWLRQ

'2ꢀ127ꢀ,16(57ꢀRUꢀ5(029(ꢀ861$3ꢀUDGLRꢀ

PRGXOHVꢀLIꢀSRZHUꢀLVꢀ21ꢅꢀ7KLVꢀFDQꢀGDPDJHꢀWKHꢀ

WKHUPRVWDWꢀRUꢀUDGLRꢀPRGXOHVꢅ

&7ꢁꢂꢅ

ꢀꢀ

7RꢀFRQQHFWꢀWRꢀDꢀQHWZRUNꢀIROORZꢀWKHꢀLQVWUXFWLRQVꢀ

WKDWꢀFDPHꢀZLWKꢀWKHꢀ861$3ꢀPRGXOHꢅ

3*ꢀꢁꢈ