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Institutions Should Take These Steps Now to Meet HEERF Posting and Quarterly Reporting Requirements

The new guidance for recipients of any HEERF awards has grantees looking at their public postings so that they are prepared to comply with closeout requirements.
4 minute read
June 5, 2023

The release of new closeout guidance for recipients of any Higher Education Emergency Relief Fund (HEERF) awards has many grantees looking closely at their public postings to ensure they are prepared to comply with closeout requirements. If your institution received a HEERF award, taking these steps now can help ensure you are prepared for a potential audit.

Institutions should link the completed quarterly reporting forms on their primary website no later than 10 days after the end of each calendar quarter. Each report must be separately maintained in a digital PDF document be named in the following manner: [8- digit OPEID]_[Survey Name]_[Quarter/Year]_[Date of Release]. As reporting forms have changed several times over the past few years, it is important to ensure to correct form was completed each quarter.

Reporting Period Applicable Form
Q2 2020 – Q4 2020 Institutional Reporting Form
Q1 2021 – Q2 2021 Institutional Reporting Form
Q3 2021 – Q1 2022 Institutional Reporting Form
Q2 2022 – Forward Combined Institutional and Student Reporting Form


For each reporting period prior to Q2 2022, institutions are required to post required student information for each of the three rounds of funding including:

The required information must appear in a format and location that is easily accessible to the public and be posted no later than 10 days after the end of each calendar quarter.

For additional information on public posting requirements over time, please see the following links.

Reporting Period Criteria
Q2 2020 – Q4 2020 8/31/2020 Notice
Q1 2021 – Q1 2022 5/13/2021 Notice


For information about HEERF grant compliance, contact us. We are here to help.

Authored by Afton Gillard, CPA.