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As the Department of Education noted in a mid-December email to institutions’ HEERF grant contacts, the 2023 HEERF annual reporting period (for calendar year 2022) will begin on March 6, 2023, and will run through March 24, 2023.

As in the past, annual reports will be submitted using ED’s online Annual Report Data Collection Tool. The tool is not yet available; ED will provide account registration information in early 2023.

Institutions are required to submit a 2023 annual report if—

  • They had HEERF activity (i.e., spent and/or drew down HEERF funds) during 2022;
  • They had a nonzero HEERF balance at the end of 2021; and/or
  • They received funds from the Supplemental Support Under the American Rescue Plan (SSARP) during 2022.

Institutions will not be required to submit a 2023 annual report if they had a zero HEERF balance at the end of 2021, indicated that their calendar year 2021 was their final submission, and did not receive SSARP funds in 2022.

In the 2022 annual report, institutions were able to delay reporting certain disaggregated data for calendar year 2021 until the 2023 annual reporting period. Those data, concerning student demographic information and signified by an asterisk in the 2022 annual report, must be reported to ED via a resubmission of the 2022 annual report. Resubmissions also may be made to correct errors or address data quality issues.

ED will communicate with institutions in early 2023 to let them know if (a) they are required to submit a 2023 annual report, and/or (b) they need to correct their 2022 annual report.

Changes in 2023 Reporting

  • Delayed reporting of data will not be allowed.
  • Funding received under the SSARP will be added to the report.
  • Question 8a, requesting disaggregated information on total students and total HEERF recipients, will add an “Other” option to report students who were neither undergraduate nor graduate students (e.g., noncredit students).
  • Question 9b: In the table categorizing HEERF institutional portion expenditures, to conform to changes made to the quarterly reporting form during 2022, the category “Construction, Renovation, and Real Property Projects” will be added. In addition, “Campus Safety and Operations” has been removed; such activities should now be included in “Implementing evidence-based practices to monitor and suppress coronavirus in accordance with public health guidelines.”

Changes in 2024 Reporting

In the 2024 HEERF annual report (calendar year 2023), ED intends to remove the “Students not categorized in IPEDS” as a category in questions 8e and 8f. Accordingly, institutions must begin tracking race/ethnicity, gender, and age for all students—including noncredit students—at the beginning of 2023 so they can appropriately report disaggregated data in the 2024 annual report.

Any questions about the annual report, as well as any changes to the institution’s HEERF grant contact person, should be reported to the ESF Reporting Helpdesk at HEERF.AnnualReport@ed.gov.

Contact

Chris Leach

Accounting Policy Analyst

202.861.2566


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