OMBControlNumber1840‐0849 Expires4/30/2021
FormInstructions
CompletingtheForm:
Oneachform,fillouttheinstitutionofhighereducation (IHEorinstitution)name,thedateofthereport,theappropriatequarterthe
reportcovers (September 30,December31,March31,June30),thetotalamountof fundsawardedby theDepartment(includingreservefundsifawarded),and
check thebox ifthe report is a“final report.”In thechart,aninstitutionmustspecifythe amountofexpended CARESActfundsforeachfundingcategory:
Sections18004(a)(1)InstitutionalPortion,18004(a)(2),and18004(a)(3),ifapplicable.Section18004(a)(2)fundsincludes CFDAs84.425J(HistoricallyBlack
CollegesandUniversities(HBCUs)),84.425K(TriballyControlledCollegesandUniversities(TCCUs)),84.425L(MinorityServingInstitutions(MSIs)),84.425M
(StrengtheningInstitutionsProgram(SIP));Section18004(a)(3)fundsareforCFDA84.425N(FundfortheImprovementofPostsecondaryEducation(FIPSE)
FormulaGrant).Eachcategoryisdeliberatelybroadandmaynotcapturespecificgrantprogramrequirements.Explanatoryfootnoteshelp clarifycertain
reportingcategories.Whilesomeitemsinthe chartareblockedout,pleasenotethattheblockingofsuchitemsisconsistentwith Departmentguidance and
FAQsandisnotdefinitive. Providebriefexplanatorynotesforhowfundswere expended,includingthe titleandbriefdescriptionofeachprojectoractivityin
whichfundswereexpended. Donotincludepersonallyidentifiableinformation(PII).CalculatetheamountoftheSection18004(a)(1)InstitutionalPortion
(referred toas“(a)(1)institutional”in thechart),Section18004(a)(2)(referredtoas“(a)(2)”inthechart),andSection18004(a)(3)(referredtoas“(a)(3)”inthe
chart)fundsinthe“QuarterlyExpendituresforeachProgram”row,andthe grandtotal ofallthreeinthe“TotalofQuarterlyExpenditures”row.Round
expenditurestothe nearestdollar.
Postingthe Form: Thisformmustbeconspicuouslypostedonthe institution’sprimarywebsiteonthesamepage thereportsoftheIHE’sactivitiesastothe
emergency financialaidgrantstostudentsmadewithfundsfromtheIHE’sallocationunder Section18004(a)(1)oftheCARESAct(StudentAidPortion)are
posted.ItmaybepostedinanHTMLwebpageformatorasalinktoaPDF.Anewseparate formmustbepostedcoveringeachquarterlyreportingperiod
(September30,December31,March31,June30), concludingaftereither(1)postingthequarterlyreportendingSeptember30,2022or(2)whenaninstitution
hasexpendedand liquidatedall (a)(1)InstitutionalPortion,(a)(2),and(a)(3)fundsandchecksthe“finalreport”box.IHEsmustpostthisquarterlyreportformno
laterthan10daysaftertheendofeachcalendarquarter(October 10,January10,April10,July 10) apart from the first report,whichisdueOctober30,2020.
Forthefirstreportusingthisform,institutionsmustprovidetheircumulativeexpendituresfromthe dateoftheirfirstHEERFawardthroughSeptember30,
2020.EachquarterlyreportmustbeseparatelymaintainedonanIHE’swebsiteorinaPDFdocumentlinkeddirectly fromtheIHE’sCARESActreporting
webpage.Reportsmustbemaintainedforatleastthreeyearsafterthesubmissionofthefinalreportper2CFR§ 200.333.Anychangesorupdatesafterinitial
postingmustbeconspicuouslynotedafterinitialpostingandthedateofthechangemustbenotedinthe “DateofReport”line.
Paperwork BurdenStatement
AccordingtothePaperworkReductionActof1995(PRA),no personsarerequiredtorespondtoa collectionofinformationunlesssuchcollectiondisplaysavalid
OMBcontrolnumber.ThevalidOMBcontrolnumber forthisinformationcollectionis1840‐0849.Publicreportingburdenforthiscollectionofinformationis
estimatedtoaverage2hoursperresponse,including timeforreviewinginstructions,searchingexistingdatasources,gatheringandmaintainingthedata
needed,and completingandreviewingthecollection ofinformation.Under thePRA,participantsarerequiredtorespondtothiscollectiontoobtainorretain
benefit.If youhaveanycommentsconcerningtheaccuracy ofthetimeestimateorsuggestionsforimprovingthisindividualcollection,orifyouhavecomments
orconcernsregarding thestatusofyourindividualform,application,orsurvey,pleasecontact:JackCox, U.S. Department ofEducation,400MarylandAvenue,
SW,Washington,DC20202.
3
Version1.31