Beneficiary Reporting Clause Samples
The Beneficiary Reporting clause requires beneficiaries of a grant, contract, or similar arrangement to provide regular updates or reports on their activities, progress, or use of funds. Typically, this involves submitting periodic written reports detailing how resources have been utilized, milestones achieved, and any challenges encountered during the reporting period. The core function of this clause is to ensure transparency and accountability, enabling the granting party to monitor compliance and assess the effectiveness of the support provided.
Beneficiary Reporting. (a) Reporting of Approved Tribal Opioid Abatement Uses by the Tribe Beneficiaries shall be required to the extent set forth in the TAFT VI TDP. The Directors shall establish the form, content, and due dates of periodic reports with respect to Approved Tribal Opioid Abatement Uses to be submitted by the Tribe Beneficiaries (each, a “Beneficiary Abatement Use Report”) to the Directors through the Tribal Opioid Settlement Portal (or delivered by other means approved by the Directors). The Directors may prescribe a modified reporting regime for certain Tribe Beneficiaries based upon appropriate standards to be developed by the Directors, provided such modified reporting regime is not inconsistent with the Trust’s reporting obligations, as determined by the Directors in their discretion. The Directors shall endeavor to implement appropriate mechanisms, in their discretion consistent with the Trust Documents, to obtain efficiency in reporting by Tribe Beneficiaries with respect to TAFT VI and other comparable opioid abatement trusts benefitting the Tribe Beneficiaries. Each Beneficiary Abatement Use Report shall contain the information necessary to:
(i) enable the Trust to satisfy the audited Annual Report requirements described in Section 2.4 above; and
(ii) enable the Trust to satisfy the Tribal Opioid Abatement Report requirements described in Section 2.5(a) above.
Beneficiary Reporting. (a) Reporting of Approved Opioid Abatement Uses by NOAT II Beneficiaries shall be required to the extent set forth in the Confirmation Order and consistent with the NOAT II TDP. The Trustees shall establish the form, content, and due dates of periodic reports with respect to Approved Opioid Abatement Uses to be submitted by the NOAT II Beneficiaries (each, a “Beneficiary Abatement Use Report”) to the Trustees through the NOAT II Portal (or delivered by other means approved by the Trustees). The Trustees shall endeavor to implement appropriate mechanisms, in their discretion consistent with the Trust Documents, to obtain efficiency in reporting by applicable NOAT II Beneficiaries with respect to NOAT II and other comparable opioid abatement trusts benefitting the NOAT II Beneficiaries. Each Beneficiary Abatement Use Report shall contain the information necessary to:
(i) enable the Trust to satisfy the audited Annual Report requirements described in Section 2.4 above;
(ii) enable the Trust to satisfy the NOAT II Opioid Abatement Report requirements described in Section 2.5(a) above; and
(iii) enable NOAT II Beneficiaries to satisfy their reporting requirements to the Trust under Section 7.1 (annual State reporting) and Section 7.2 (annual Qualifying Block Grantee reporting), respectively, of the NOAT II TDP, as applicable.
(b) Beneficiary Abatement Use Reports provided pursuant to Section 7 of the NOAT II TDP and this Section 2.6 shall be required of the States and the Qualifying Block Grantees.
(c) In providing Beneficiary Abatement Use Reports pursuant to Section 7 of the NOAT II TDP and this Section 2.6, on behalf of the States and Qualifying Block Grantees, it is anticipated that authorized persons shall make appropriate certifications on such reports as to the compliance with Approved Uses and the reporting, audit, and accountability requirements of the NOAT II TDP, as shall be set forth in the Beneficiary Abatement Use Reports.
(d) The Trustees shall establish such reporting deadlines as they determine are reasonable and appropriate for States and Qualifying Block Grantees to provide Beneficiary Abatement Use Reports to NOAT II and thereby allow the Trustees to prepare the annual NOAT II Opioid Abatement Report required under Section 2.5 hereof.
(e) The Trustees, in consultation with the States as appropriate, shall establish such reporting deadlines as they determine reasonable and appropriate for Local Governments that are not Qualified Block Grantee...