SB 303: Require agency reporting on financial assistance to tribes - Montana

SB0303_X(4).pdf → SB0303_X(5).pdf · 5 edits

MODERATE

This bill modifies reporting requirements for financial assistance programs involving tribal entities. It clarifies what types of assistance are included, simplifies reporting categories by combining management costs into a single overhead rate item, and changes the timeline for submitting reports from August 15 to November 1. The bill also renumbers reporting subsections and adds a requirement for the office of budget and program planning to compile and submit an annual summary report by December 1.

Scope change

The bill's scope remains focused on financial assistance reporting for tribal entities, but the reporting requirements have been streamlined and the submission deadline has been extended.

REQUIREMENT

Removed 'interest subsidies' from the list of assistance types and clarified that electronic benefit transfer cards are included in the definition of assistance.

Simplified reporting requirements by combining management costs and administrative fees into a single overhead rate category.

Added a new requirement for the office of budget and program planning to compile annual reports and submit them by December 1.

TIMELINE

Changed the report submission deadline from August 15 to November 1 for designated state agencies.

TECHNICAL

Reordered and renumbered reporting subsections from (3) and (4) to (4) and (5).

SB0303_X(2).pdf → SB0303_X(3).pdf · 4 edits

MODERATE

The bill clarifies that 'assistance' includes electronic benefit transfer cards and specifies that funds may come from federal sources passed through state agencies. It also refines reporting requirements for state agencies receiving federal funds, ensuring clearer accountability for retained amounts and their purposes.

Scope change

Expanded the definition of assistance to explicitly include electronic benefit transfer cards and clarified the source of funds to include federal funds passed through state agencies.

DEFINITION

Added 'electronic benefit transfer cards' to the definition of assistance, broadening what types of aid are covered under the bill.

FISCAL

Clarified that funds can originate from federal sources passed through state agencies, expanding the potential funding sources beyond just state funds.

REQUIREMENT

Updated reporting requirements for federal funds to specify that state agencies must report retained amounts and their purposes, improving transparency.

TIMELINE

Adjusted the report submission deadline from August 15 to November 1, giving agencies more time to prepare annual reports.

SB0303_3(13).pdf → SB0303_X.pdf · 6 edits

MODERATE

This bill was amended to clarify and expand reporting requirements for state agencies providing financial assistance to tribal entities. The changes ensure more comprehensive tracking of funds, including subrecipient distributions and federal fund details, while adding specific definitions and submission deadlines to improve transparency and accountability.

Scope change

The bill's scope was expanded to include additional state agencies in the reporting requirements and clarified the definition of 'financial assistance' to explicitly include electronic benefit transfer cards and federal funds passed through state agencies.

DEFINITION

Added 'electronic benefit transfer cards' to the definition of financial assistance to ensure these funds are tracked in reports.

Added explicit exclusion of federal, state, and local government cash assistance provided directly to individuals from the financial assistance definition.

REQUIREMENT

Added new reporting requirement for federal funds, requiring agencies to disclose any retained amounts and their purposes.

Added requirement to report the specific program through which funds were distributed for state-administered programs.

TIMELINE

Changed the report submission deadline from August 15 to November 1 to provide more time for data compilation.

SCOPE

Expanded the list of designated state agencies required to submit reports to include additional departments and offices.

SB0303_3(3).pdf → SB0303_3(4).pdf · 1 edit

MINOR

The bill text shows minor formatting and numbering adjustments rather than substantive policy changes. The word 'AND' was capitalized and added at line 1, and line numbers were renumbered from 2-4 to 2-3. These appear to be technical corrections to the document structure.

TECHNICAL

Added 'AND' at the beginning of a line and renumbered lines 2-4 to 2-3, which are formatting adjustments without policy impact.

SB0303_2(12).pdf → SB0303_3.pdf · 3 edits

MINOR

The bill number was updated from SB0303.2 to SB0303.3, indicating a new version of the legislation. The definition of 'assistance' was expanded to include electronic benefit transfer cards, broadening what counts as financial aid. Reporting deadlines were changed from August 15 to September 8 for federal fund reports, and the formatting of some report requirements was adjusted.

Scope change

The bill's scope was expanded to include electronic benefit transfer cards within the definition of assistance provided to tribal entities.

DEFINITION

Added electronic benefit transfer cards to the definition of assistance, expanding what financial aid is covered.

TIMELINE

Changed the federal fund reporting deadline from August 15 to September 8.

TECHNICAL

Updated bill number from SB0303.2 to SB0303.3 and adjusted formatting of some text sections.

SB0303_2(3).pdf → SB0303_2(4).pdf · 1 edit

MINOR

The bill was amended to change the deadline for submitting annual reports from August 15 to September 8, providing agencies more time to compile and submit required data on federal fund retention. This adjustment affects the reporting timeline for state agencies managing federal funds.

TIMELINE

The report submission deadline was extended from August 15 to September 8 each year, giving state agencies additional time to prepare and submit their annual reports on federal fund retention.

SB0303_1(5).pdf → SB0303_2.pdf · 4 edits

MODERATE

The bill was amended to add 'AND' to clarify that direct appropriations are included in the definition of assistance, renumbered reporting requirements to add a new subsection about overhead rates, and changed the annual report deadline from August 15 to September 8.

Scope change

The scope of financial assistance reporting was expanded to require disclosure of overhead rates and general descriptions of overhead funding uses.

DEFINITION

Added 'AND' to clarify that direct appropriations are included in the definition of financial assistance.

REQUIREMENT

Added new requirement for reports to include overhead rates and general descriptions of overhead funding uses.

Renumbered reporting subsections and added new subsection (i) for federal funds retention details.

TIMELINE

Extended the annual report submission deadline from August 15 to September 8.

LC1351.pdf → SB0303_1.pdf · 3 edits

MINOR

The bill was renumbered from LC 1351 to SB 303 and sponsors were added. The substantive policy content remains unchanged, maintaining requirements for state agencies to report financial assistance provided to tribal entities to the Office of Budget and Program Planning.

TECHNICAL

Bill number changed from LC 1351 to SB 303, indicating it has moved from committee to Senate floor consideration.

Sponsors were added to the bill header, listing 22 legislators who introduced the measure.

Page headers were updated from LC 1351 to SB 303 to reflect the new bill number.

Require agency reporting on financial assistance to tribes

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