Don’t Forget About Your HEERF Reporting Requirements

The Department of Education (ED) conducted a webcast October 14 to clarify a few of the requirements pertinent to disbursements it made under the Higher Education Emergency Relief Fund (HEERF). Institutions that received funds under A-1, A-2 or A-3 are subject to the following reporting obligations:

  • Initial public reporting of student-portion funds that should have occurred within 30 days of receipt.
  • Subsequent reports are due quarterly, with the first due October 30 for the period that ended September 30. Following this, reports are due within 10 days of the end of the quarter until all funds are exhausted. Future quarterly reports should apply only to that quarter and not be cumulative. The report blank can be found here.
  • Annual reporting will be due sometime in early 2021 and will occur via a portal still under development.
  • An in-depth table showing all reporting requirements can be found here.

Institutions are required to make these reports public and available on their respective websites, preferably in the same location as the initial student-portion public reporting. Once posted, institutions should notify ED via with a link to its location.

ED wants the transparency of this information to demonstrate that these funds have been used appropriately to support larger relief and recovery efforts of the federal government. The agency continues to update their FAQs to address additional issues as they arise.

If you have questions as you begin to complete your report, don’t hesitate to contact us.

You’ve heard our thoughts… We’d like to hear yours

The Schneider Downs Our Thoughts On blog exists to create a dialogue on issues that are important to organizations and individuals. While we enjoy sharing our ideas and insights, we’re especially interested in what you may have to say. If you have a question or a comment about this article – or any article from the Our Thoughts On blog – we hope you’ll share it with us. After all, a dialogue is an exchange of ideas, and we’d like to hear from you. Email us at

Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

© 2021 Schneider Downs. All rights-reserved. All content on this site is property of Schneider Downs unless otherwise noted and should not be used without written permission.

our thoughts on
How Can Robotic Process Automation Help The COVID 19 Vaccination Process?
Working Parents Panel
Pennsylvania PPP Loan Forgiveness and Deductibility of Expenses
Pennsylvania Hospitality Industry Receives Assistance in Pa. COVID-19 Spending Bill
Preparation for Shuttered Venue Operators Grant Application Process
Register to receive our weekly newsletter with our most recent columns and insights.
Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Ask us
contact us
Map of Pittsburgh Office

One PPG Place, Suite 1700
Pittsburgh, PA 15222
p:412.261.3644     f:412.261.4876

Map of Columbus Office

65 East State Street, Suite 2000
Columbus, OH 43215
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102