180 days after the end of the provider’s Annually, and fiscal year; and B.12 Financial and Compliance Audit Attachment III As needed 30 days after the ME’s receipt of the audit report C. Required Data Submission & Performance Reporting Attachment I 18th of each month C.1 Monthly Data Submission to SAMH Data System Monthly Section B.1.a.(5)(c) Within 60 days after initial record Submission of Corrected Records to SAMH Data Attachment I C.2 As needed System Section B.1.a.(5)(m) submission Data required by Federal or State Grant Awards Attachment I As established by Grantor timeframes C.3 As needed Other than Sections C.5 and C.6, below Section B.1.a.(5)(n) October 20 Attachment I January 20 C.4 Quarterly Report Quarterly Section C.10 April 20 July 31 Substance Abuse and Mental Health Block Grant February 15 Exhibit A C.5 Report Semi-annually Section 4.2 August 15 Template: Incorporated Document 34 Narrative Report for the Substance Abuse and Exhibit A May 30 C.6 Mental Health Block Grant Annually Section 4.3 Template: Incorporated Document 35 Incorporated C.7 BNet Alternative Services Documentation Monthly 15th of each month Document 12 Incorporated C.8 BNet Auxiliary Aid Service Record Monthly 5th business day of the month Document 12 D. Required Contract Forms & Documents Standard Contract D.1 W-9 Form Once Upon execution Section C.7.e. Standard Contract Initial: upon execution; Section 9 Annually; and Annual: March 31; and D.2 Proof of Insurance Attachment I As needed As needed: Within 30 days of a Section D.4. modification of terms Standard Contract Upon execution; and D.3 Security Agreement Form Annually Section 28.c. Updated annually
B.12 Financial and Compliance Audit Attachment III Annually, and As needed 180 days after the end of the provider’s fiscal year; and 30 days after the ME’s receipt of the audit report C. Required Data Submission & Performance Reporting C.1 Monthly Data Submission to SAMH Data System Attachment I Section B.1.a.(5)(c) Monthly 18th of each month C.2 Submission of Corrected Records to SAMH Data System Attachment I Section B.1.a.(5)(m) As needed Within 60 days after initial record submission C.3 Data required by Federal or State Grant Awards Other than Sections C.5 and C.6, below Attachment I Section B.1.a.(5)(n) As needed As established by Grantor timeframes C.4 Quarterly Report Attachment I Section C.10 Quarterly October 20 January 20 April 20 July 31 C.5 Substance Abuse and Mental Health Block Grant Report Template: Incorporated Document 34 Exhibit A Section 4.2 Semi-annually February 15 August 15 C.6 Narrative Report for the Substance Abuse and Mental Health Block Grant Template: Incorporated Document 35 Exhibit A Section 4.3 Annually May 30 C.7 BNet Alternative Services Documentation Incorporated Document 12 Monthly 15th of each month C.8 BNet Auxiliary Aid Service Record Incorporated Document 12 Monthly 5th business day of the month D. Required Contract Forms & Documents D.1 W-9 Form Standard Contract Section C.7.e. Once Upon execution D.2 Proof of Insurance Standard Contract Section 9 Attachment I Section D.4. Annually; and As needed Initial: upon execution; Annual: March 31; and As needed: Within 30 days of a modification of terms D.3 Security Agreement Form Standard Contract Section 28.c. Annually Upon execution; and Updated annually
Exhibit%20D%20-%20Reqd.%20Reports,%20Plans,%20and%20Functional%20Tasks.docx