1. (1) Every recipient of Program financial assistance that enters into a Financing Contract with the Department must comply with reporting requirements provided for in the contract and as further defined by this division of rules and Program Guidance.

2. (2) As further detailed in the Financing Contract, recipients shall submit two quarterly reports (a Project Activity Report and a Project Expenditure Report) to the Department for review and approval, regardless of the date that the Financing Contract is executed until the Financing Contract is closed.

   1. (a) Project Activity Reports: Such reports shall describe project activities, performance indicators, project milestones completed and overall outcomes, unless otherwise modified and agreed to by the Department.
   2. (b) Project Expenditure Report: Such reports shall describe the project budget status, project expenditures, outputs, performance indicators, and other requested information provided for in the Financing Contract and the Program Guidance.
3. (3) Performance Report: Recipients shall submit an annual report in which recipients will itemize the Permitted Devices and Permitted Equipment that have been distributed or installed and provide other requested information and details including location information, as appropriate, the device type, and for each selected device type the total number of devices purchased and the total expenditures.
4. (4) Reporting, tracking, and documentation of incurred costs and expenses for requesting disbursements: recipients receiving financial assistance on a reimbursement or costs incurred basis shall submit individual receipts, invoices, and other satisfactory documentation to the Department when requesting a disbursement of grant funds from the Department.
5. (5) Reporting, tracking and documentation of costs and expenses for recipients receiving advance payment grant disbursements: recipients receiving advance payment grant disbursements shall submit individual recipients, invoices, and other satisfactory documentation to the Department to review and confirm that the grant funds were utilized for eligible costs.
6. (6) Upon request, recipients shall produce or make available for inspection by the Department, any other reports or records necessary for the Department to ensure responsible use of Program funds and compliance with the federal award funding the Program.

Statutory/Other Authority

ORS 285A.075, ORS 285A.166 & ORS 285A.180

Statutes/Other Implemented

ORS 285A.180 & Oregon Laws 2025, chapter 616, section 10

History

OBDD 3-2026, temporary adopt filed 02/04/2026, effective 02/04/2026 through 07/31/2026