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OPE: Office of Postsecondary Education
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Reporting and Data Collection
Higher Education Emergency Relief Fund

Public Quarterly Reporting Requirements

  • Quarterly Public Reporting Form for (a)(1) Institutional Portion, (a)(2), and (a)(3) Funds
  • Quarterly Public Reporting Requirement for (a)(1) Student Aid Portion
    • HEERF Student Aid Portion Public Reporting Requirement (August 31, 2020; Federal Register notice revising the original May 6 Electronic Announcement)
    • The next Student Aid Portion report is to be publicly posted by January 10, 2021 covering the calendar quarter from October 1, 2020 – December 31, 2020. The previous Student Aid Portion reports (a 30 day, 45 day, or quarterly report) should report expenditures from the date of the institution’s (a)(1) Student Portion award through September 30, 2020.

October 14, 2020 Reporting Requirements Webinar

Principal Deputy Under Secretary Diane Jones and Assistant Secretary for Postsecondary Education Bob King hosted a webinar on reporting requirements for HEERF and other topics on October 14, 2020. Please find the following materials from the webinar:

Additional Information

  • HEERF (a)(1) Student Aid Portion Quarterly Public Reporting Tracking Spreadsheet (Updated November 4, 2020) (Excel,  2.95 MB)
    Note: This tracking document is being provided publicly to both highlight the Department’s efforts to ensure institutions are publicly reporting to their communities their expenditures and distributions of HEERF (a)(1) Student Aid Portion funds and for ease of reference for interested members of the public. This posted document does not constitute an official determination by the Department of institutional compliance or noncompliance with the Section 18004(a)(1) Student Portion Quarterly Public Reporting requirement. Please note that the information herein is only current as of October 9, 2020, and the Department does not guarantee the accuracy of the information. We urge readers review the original source of the material for current information. Please contact Jack.Cox@ed.gov for questions or concerns.

 

HEERF Reporting Requirements Table

  Who reports? Method of reporting? First report due to be posted? Frequency of reporting? As of 11/12, when is the next report due? What do I publicly report on my Institution's website? What do I do if I have expended all my HEERF grant funds?
Section 18004(a)(1) Student Portion Public Reporting All HEERF grantees that received a Section 18004(a)(1) Student Portion award. Information is publicly posted on institution's primary website. First report was generally due 30 days after the Department originally obligated funds to the institution for the Section 18004(a)(1) Student Portion. See our Federal Register notice published on August 31, 2020 for more information. Subsequent reports are due quarterly and must be posted no later than 10 days after the calendar quarter (January 10, April 10, July 10, October 10). By January 10, 2021 covering the calendar quarter from October 1, 2020 – December 31, 2020. The previous Student Aid Portion reports (a 30 day, 45 day, or quarterly report) should report expenditures from the date of the institution’s (a)(1) Student Portion award through September 30, 2020. This report may be a cumulative total of expenditures. Information specified in our May 6, 2020 Electronic Announcement, which was updated in a Federal Register notice published on August 31, 2020. Please indicate that the final quarterly posting is the final report that covers all remaining HEERF fund expenditures for Section 18004(a)(1) Student Portion funds. After posting that report, no more quarterly public reporting of Section 18004(a)(1) Student Portion funds is required.
Section 18004(a)(1) Institutional Portion, (a)(2), and (a)(3) Public Reporting All HEERF grantees that received a Section 18004(a)(1) Institutional Portion, (a)(2), or (a)(3) award. Information is publicly posted on institution's primary website in the same place as the Student Portion Public Reporting described above. First report due October 30, 2020 covering the period from first award through September 30, 2020. Subsequent reports are then due quarterly and must be posted no later than 10 days after the calendar quarter (January 10, April 10, July 10, October 10). By January 10, 2021 covering the calendar quarter from October 1, 2020 – December 31, 2020. This report should not be cumulative and only list expenditures incurred during the calendar quarter. Complete and post the Quarterly Reporting Form. Final form versions available here: PDF Document (156 KB) | Word Document (38 KB). Example PDF form of fictitious “John Doe University” is available here. Please check the box on the form that it is the "final report" that covers all remaining HEERF fund expenditures for 18004(a)(1) Institutional Portion, (a)(2), and (a)(3) funds. After posting that report, no more quarterly public reporting for 18004(a)(1) Institutional Portion, (a)(2), and (a)(3) funds is required.
Annual Reporting All HEERF grantees. Report is submitted to the Department via a portal system currently in development. Intended first annual report due February 1, 2021 covering expenditures incurred during all of calendar year 2020. Yearly. Submission will be required of all HEERF grantees. Intended first annual report due February 1, 2021 covering expenditures incurred during all of calendar year 2020. Not yet finalized, but draft form is in public comment period. A 30-day comment notice has been published in the Federal Register here with comments due by December 2, 2020. The draft forms and supporting statement can be found here All institutions that received any HEERF award will still have to submit an annual report in early 2021 to the Department regardless if at that time they still have HEERF funds or not.


   
Last Modified: 11/19/2020