Assigned to HEA & FIN                                                                                                                       FOR COMMITTEE

 

 


 

ARIZONA STATE SENATE

Phoenix, Arizona

 

FACT SHEET FOR S.B. 1040

 

rural health providers; tax credit

 

Purpose

 

            Provides a scaled individual income tax credit up to $2000 for rural health care professionals.

 

Background

 

            In 1993, a House Interim Rural Health Care Task Force visited various communities around the state, including Ajo, Bisbee, Flagstaff, Holbrook, Kearny, Kingman, Nogales, Parker and Yuma to develop health policy recommendations.  The Task Force identified four general insufficiencies in these geographic areas: (1) a shortage of primary care health professionals; (2) a shortage of health care facilities; (3) a lack of transportation method; and (4) a lack of educational programs for rural communities to assist health care professionals.

 

            Currently, the following programs attempt to reduce the barriers to receiving health care services in rural areas of Arizona:

 

a.  primary care services: allocates tobacco tax revenue from the medically needy account for grants for equipment and salaries or to expand a nonprofit community based primary care clinic and expand primary care services in medically underserved areas.

b.  qualifying community health center program: allocates tobacco tax revenue from the medically needy account for grants for qualifying community health centers to provide sliding fee scale primary care services to uninsured Arizona residents under 200 percent of the federal poverty level.

c.  clinic construction program: allocates tobacco tax monies from the medically needy account for matching grants to construct, expand or renovate primary care clinics. (However, this program was not continued in legislation during the 2000 legislative session.)

d.  primary care provider loan repayment program: uses state general fund monies for loan repayment of educational-related expenses to qualifying health care professionals who contract with the state to provide primary care services in medically underserved areas for a minimum of two years.

e.  rural private primary care provider loan repayment program: uses tobacco tax monies from the medically needy account for loan repayment of educational-related expenses to certain health care professionals who contract with the state to provide sliding fee scale primary care services for medically uninsured individuals.

f.   J-1 visa waiver program: allows foreign trained physicians to practice in the U.S. in exchange for working three years in an underserved area.

g.  national health service corps: provides for assignment of scholarship recipients to work in federally designated underserved areas and provides for loan repayment to qualifying health care professionals to work in a federally designated underserved area.  Each of these programs requires recipients to a commitment of at least two years. 

  1. Arizona medical student loan program: provides education-related loans to qualifying University of Arizona medical students who in turn agree to provide health services in an underserved area upon graduation from medical school.

 

Senate Bill 1040 attempts to provide incentives to health care providers to locate in medically underserved areas of this state by offering a scaled individual income tax credit up to $2000 for rural health care professionals.  The scale is as follows:

 

 

 

Profession

Tax Credit for a minimum of 20-32 hours per week*

Tax credit for a minimum of 32 hours per week*

Primary Care Physicians

$1000

$2000

Dentists

$1000

$2000

Optometrists

$1000

$0

Mid-Level Providers

$500

$1000

*Tax credit contingent upon a minimum of 48 working weeks per taxable year.

 

            According to information provided by the Department of Health Services and Joint Legislative Budget Committee staff estimates, the potential impact to the state general fund beginning in FY 2001-2002 would be $776,900, assuming 85 percent participation; assuming 100 percent participation, the impact would be $914,000.

 

Provisions

 

1.      Makes available, beginning in the tax year 2002, an income tax credit up to $2000 for primary care physicians, dentists, optometrists and mid-level providers that have practiced during the preceding tax year in rural and federally designated health professional shortage areas.

 

2.      Directs that the amount of the tax credit be based on the position of the medical professional and the amount time spent in practice.

 

3.      Defines the following terms:

 

a)      “Dentist” as a licensed person who has completed an accredited educational program and is practicing general dentistry.

b)      “Mid-Level Provider” as a physician assistant, a registered nurse practitioner or a  qualified nurse midwife.

c)      “Optometrist” as a licensed person who is engaged in the general practice of optometry.

 

d)      “Primary Care Physician” as a licensed person who has completed an accredited residency program and practices in obstetrics, gynecology, pediatrics, internal medicine, family practice or general practice.

 

4.      Provides for a general effective date.

 

 

Prepared by Senate Staff

January 11, 2001