Treasury, Capital Projects Fund Project and Expenditure Report User Guide
Summary
Treasury's December 2022 user guide for Coronavirus Capital Projects Fund (CPF) Project and Expenditure (P&E) reports from states, territories and freely associated states, which report quarterly; Tribal Entities have a separate guide. Recipients must designate at least one individual for each of five roles, and only the CPF Authorized Representative can submit a report. The first quarterly P&E report was due October 31, 2022, covering all use of CPF funds from disbursement until September 30, 2022, including approved Pre-Award costs. The next, for October 1, 2022 – December 31, 2022, was due January 31, 2023, and a Performance report covering all performance until June 30, 2023 was due July 31, 2023. The cover page reads "Coronavirus State and Local Fiscal Recovery Fund" under a "DRAFT- PRE-DECISIONAL / CONFIDENTIAL / NOT FOR DISTRIBUTION" banner.
Summary drafted by a model from the document's text below and checked by script against that text before publication. It is a navigation aid, not a reading of what the document proves. Where AI is used
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DRAFT- PRE-DECISIONAL / CONFIDENTIAL / NOT FOR DISTRIBUTION
Coronavirus State and Local Fiscal Recovery Fund:
i DRAFT- PRE-DECISIONAL / CONFIDENTIAL / NOT FOR DISTRIBUTION
User Guide: Treasury’s portal for Recipient Reporting
December 2022
Table of Contents
Section I. Reporting Basics .............................................................................................. 3
Section II. Navigation and Logistics .................................................................................. 6
Section III. Reporting Requirements .................................................................................. 9
Section IV. Project and Expenditure Report .....................................................................13
Section V. Editing and Revising Your Data ......................................................................39
Appendix A – Bulk File Upload Overview ..............................................................................42
Appendix B – CPF Use Case Programmatic Data .................................................................51
Appendix C – CPF 1A – Broadband Infrastructure Templates.............................................63
Appendix D – Frequently Asked Questions (FAQs) .............................................................66
List of Figures
Figure 1 - Landing Page............................................................................................................. 6
Figure 2 - My Compliance Reports ............................................................................................. 6
Figure 3 - Navigation Bar ........................................................................................................... 7
Figure 4 - Text Box Entry ........................................................................................................... 7
Figure 5 - Reporting Schedule ................................................................................................... 9
Figure 6 - CPF Program and Project Structure for an Example 1A CPF Program Plan with Two
Projects .....................................................................................................................................11
Figure 7 - Example relationship between Program Plans, Subrecipients, and Projects .............12
Figure 8 - Introduction and Bulk Upload Templates Screen.......................................................14
Figure 9 - Recipient Information ................................................................................................15
Figure 10 - Program Plan Information .......................................................................................16
Figure 11 - Subrecipient Entry...................................................................................................17
Figure 12 - My Subrecipients List ..............................................................................................17
Figure 13 - My Projects Screen Example ..................................................................................19
Figure 14 - General Project Information ....................................................................................23
Figure 15 - General Project Information continued ....................................................................24
Figure 16 - Labor Reporting for Projects with CPF Funding of $5 million or greater ..................26
Figure 17 - Project Use Code 1A - Broadband Infrastructure Project ........................................29
Figure 18 - Upload Speed Tiers and Prices for Completed Projects ..........................................29
Figure 19 - Upload Location Data for Broadband Infrastructure Projects ...................................31
Figure 20 - Download Previously Uploaded Locations ..............................................................32
Figure 21 - Digital Connectivity Technology for Project Use Code 1B .......................................33
Figure 22 - Multi-Purpose Community Facilities Project Input ...................................................34
Figure 23 - Instructions for Project Use Code 2 – Case by Case ...............................................35
Figure 24 - Program Administrative Expenses ..........................................................................36
Figure 25 - Project Overview Status with Errors ........................................................................37
Figure 26 - Project Overview Status with No Errors ..................................................................38
Figure 27 - Submission Verification ...........................................................................................38
Figure 28 - Report Validation with Errors...................................................................................38
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Project and Expenditure Report User Guide i
Figure 29 - Edit and Delete Project Screen ...............................................................................39
Figure 30 - Edit Project Window ................................................................................................40
Figure 31 - Edit or Remove a Project ........................................................................................40
Figure 32 - Edit Subrecipient Information ..................................................................................40
Figure 33 - Sample Bulk Upload Icon ........................................................................................43
Figure 34 - New excel bulk uploads ..........................................................................................44
Figure 35 - Uploading the excel bulk upload templates .............................................................45
Figure 36 - Review excel bulk upload errors .............................................................................45
Figure 37 - Create/Update Records ..........................................................................................46
Figure 38 - Bulk Upload Pop Up 1 .............................................................................................46
Figure 39 - Upload Files ............................................................................................................47
Figure 40 - Successful Bulk Upload Example ............................................................................47
Figure 41 - Blank Required Data Error ......................................................................................47
Figure 42 - Invalid Data Error ....................................................................................................48
Figure 43 - Duplicate Data Error ...............................................................................................48
Figure 44 - Non-Existent Reference Error .................................................................................48
Figure 45 - Listing of Bulk Upload Errors ...................................................................................49
Figure 46 - Bulk Upload Creation ..............................................................................................49
Coronavirus Capital Projects:
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Project and Expenditure Report User Guide ii
Section I. Reporting Basics
a) Overview
This User Guide provides information on using Treasury’s portal (portal) to submit the required
Coronavirus Capital Projects Fund (CPF) Project and Expenditure (P&E) reports. This User
Guide is applicable to States, Territories, and Freely Associated States, which are required to
provide quarterly reports.
This User Guide does not apply to Tribal Entities. A separate user guide for use by Tribal
Entities is published on the CPF Recipient Compliance and Reporting Responsibilities
webpage.
This User Guide is a supplement to the Compliance and Reporting Guidance for States,
Territories, and Freely Associated States (Compliance and Reporting Guidance), which contains
information on reporting requirements. Please visit Treasury’s CPF webpage for the latest
guidance and updates on programmatic and reporting topics.
Each CPF recipient is required to submit periodic reports about each approved CPF Program,
including current performance and financial information about the projects under each CPF
Program. For purposes of this User Guide, project refers to an award to a recipient and a
subaward to a subrecipient. Multiple projects can be linked to one subrecipient (for example, if
an Internet Service Provider received multiple subawards).
Questions about CPF’s reporting requirements should be submitted via email to
CapitalProjectsFund@treasury.gov.
b) Contents of this User Guide
This User Guide contains detailed guidance and instructions for CPF recipients to submit
quarterly P&E reports. Required reports must be submitted via the portal. This User Guide is not
comprehensive and is meant to be used in conjunction with the Compliance and Reporting
Guidance and other guidance posted to the CPF webpage.
c) Designating Key Roles in Managing CPF Reports Role Designations
At least one individual must be designated for each of the following five roles to manage the
reporting process for their CPF award. The required roles are as follows:
• Account Administrator serves in the administrative role of maintaining the names of
individuals who have been designated for roles in the portal. The Account Administrator
is responsible for using the portal to provide the names of individuals designated to
serve in the following roles: CPF Point of Contact for Reporting, Communications Only
recipients, CPF Point of Contact for Submission, and CPF Authorized Representative.
The Account Administrator is responsible for making any changes or updates to these
designees over the award period. Finally, the Account Administrator is able to review
and provide information for reports, but they are not able to submit a report (as noted
below, the Authorized Representative is the only designee with authority to submit a
report). Treasury recommends that the Account Administrator identify an additional
individual to serve as the Account Administrator to provide continuity in the event of staff
changes, vacations, or other scenarios.
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• Communications Only are individuals representing or related to recipients who do not
need access to submissions or reports in the portal but do need to receive program
communications. For example, a higher-level manager or executive overseeing a
recipient’s implementation of one or more CARES/ARP program may neither need nor
want access to the portal but does need to have a contact record in Salesforce, does
need to be affiliated with certain CARES/ARP program(s) in the portal, and does need to
receive certain program communications.
• Point of Contact for Reporting acts as primary contact for receiving official Treasury
notifications about CPF reporting including alerts about upcoming reporting,
requirements, and deadlines. The Point of Contact for Reporting is responsible for
completing the CPF reports, but the portal will not allow them to certify and submit the
reports. More than one individual may be designated as a Point of Contact for Reporting.
• Point of Contact for Submission can see and edit all records related to submission
(application, grant/program plan(s), administrative fund changes, payment requests), but
the portal will not allow them to certify and submit reports in the system. More than one
individual may be designated as a Point of Contact for Submission.
• Authorized Representative is responsible for certifying and submitting official reports
on behalf of the CPF recipient. Treasury will accept reports or other official
communications only when submitted by the Authorized Representative. The Authorized
Representative is also responsible for communicating with Treasury on such matters as
extension requests and amendments of previously submitted reports. The official reports
may include special reports, monthly reports, quarterly reports, interim reports, and final
reports. The Authorized Representative can see/edit/submit all reports, for both
submission and reporting.
For Accounts registered through Login.gov, please use the following link:
Treasury portal at https://portal.treasury.gov/compliance/s/
For Accounts registered through ID.me, please use the following link:
Treasury portal at https://portal.treasury.gov/cares/s/slt
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Some key items to note:
• Each designated individual must register with either Login.gov or ID.me to access the
portal.
• If a designated individual has not previously registered an account, the designated
individual should register through Login.gov. The following links include further
instructions:
o https://home.treasury.gov/system/files/136/Login.gov-User-Guide.pdf
o https://login.gov/create-an-account/
o https://login.gov/help/get-started/create-your-account/
• Designated individuals who have previously registered through ID.me may continue to
access the portal through that method. The following link includes further instructions:
o https://home.treasury.gov/system/files/136/TreasuryPortalRegInstructions.pdf
• An individual may be designated for multiple roles. For example, the individual
designated as the Point of Contact for Reporting may also be designated as the
Authorized Representative for Reporting.
• The same individual may be designated for all five roles.
• Multiple individuals can be designated for each role.
• An organization may make changes and updates to the list of designated individuals
whenever needed. These changes must be processed by the Account Administrator.
• The designated individuals’ names and contact information will be pre-populated in the
“Recipient Profile” portion of the recipient’s CPF reports, and users will be able to update
the information, as necessary.
Please contact CapitalProjectsFund@treasury.gov for additional information on procedures for
registering an account.
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Project and Expenditure Report User Guide 5
Section II. Navigation and Logistics
a) Login to Landing Page and Portal Navigation
After logging into the portal, the landing page (see Figure 1) displays brief introductions related
to Treasury programs available to the recipient, including State and Local Fiscal Recovery
Funds, Emergency Rental Assistance, Homeowner Assistance Fund, CPF, and Local
Assistance and Tribal Consistency Fund.
Figure 1 - Landing Page
Select either Compliance Reports on the left side panel of the screen or Go to
Your Compliance Reports on the bottom of the portal landing page to be taken to
the “My Compliance Reports” page (see Figure 2). Reports created or previously
submitted for any program by the user will be displayed on this screen and
grouped according to the Treasury program.
Figure 2 - My Compliance Reports
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Select the Quarterly P&E Report shown on screen for the correct reporting
period, by clicking on the Provide Information blue pencil icon (see Figure 2).
The Navigation Bar (see Figure 3) on the left of the portal allows the user to
freely move between screens.
Helpful Tips/Shortcuts for Submitting Data to the Portal
The portal leads the user through a series of online forms that, when completed,
will fulfill the quarterly P&E reporting obligations. While navigating through the
portal and entering required information, users will have the option of manually
entering data directly into the portal or providing information via a bulk file upload
that includes all relevant information in a Treasury approved process and format.
Manual Data Entry
Manual data entry requires the user to provide inputs as instructed on the
screen. Manual inputs are described in detail below for each section of
this user guide. Note: An asterisk (*) indicates a required field. Entry into
the field is required before saving or proceeding to the next screen.
Inputs are validated by the portal to ensure that the data provided is
consistent with expected format or description (e.g., entering 100 instead
of “one hundred”). Manually entered data that does not satisfy the data
validation rules is identified with an error message.
• Narrative Boxes
Providing data using the manual data entry option will require Figure 3 - Navigation
Bar
using narrative boxes. When filling out detailed narratives, the
user is encouraged to type out responses in a word processing
application (such as Microsoft Word) to minimize grammatical errors, track word
count, and concisely answer all required narrative details. The user can then
copy and paste the final written narratives directly into the text boxes.
The text boxes (see Figure 4) can be expanded by clicking and dragging the “//”
icon in the bottom-right corner.
Figure 4 - Text Box Entry
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Project and Expenditure Report User Guide 7
Bulk File Upload Templates
Bulk file templates can be used to provide required information in the tabs listed here:
• Projects (both awards and subawards)
▪ Broadband Location Data
• Subrecipients
When using the bulk upload, users must provide the required information in specified
formats and use the Treasury approved templates for each respective bulk upload.
Templates are available on the Introductions/Bulk Templates screen.
Please see Appendix A – Bulk File Upload Overview for complete guidance on using this
function.
b) Data Corrections and Resubmissions
Reports may be edited and submitted at any time during the reporting window. After a
recipient’s submission has been certified and submitted in the system by the Authorized
Representative, it can be corrected in the portal by selecting the Unsubmit button. Reports may
be unsubmitted and resubmitted at any time before the reporting deadline (see Figure 5 for
reporting deadlines). See Section V for details on editing and revising data.
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Project and Expenditure Report User Guide 8
Section III. Reporting Requirements
a) Reporting Requirements
Reporting will be due according to the schedule (see Figure 5), which may be modified by
Treasury with prior notice to recipients. The first quarterly P&E report is due October 31, 2022,
and must cover all use of CPF award funds from the date of award disbursement until
September 30, 2022, including use of funds for approved Pre-Award costs (described at Section
3.b.5 of the Compliance and Reporting Guidance).
REPORT REPORT TYPE PERIOD COVERED DUE DATE
1† P&E Q0,1,2,3 All Costs Incurred Until September 30, 2022 October 31, 2022†
(Including Pre-Award Costs)
2 P&E Q4 October 1, 2022 – December 31, 2022 January 31, 2023
3 P&E Q1 January 1, 2023 – March 31, 2023 April 30, 2023
4 P&E Q2 April 1, 2023 – June 30, 2023 July 31, 2023
P1 Performance All Performance Until June 30, 2023 July 31, 2023
5 P&E Q3 July 1, 2023 – September 30, 2023 October 31, 2023††
6 P&E Q4 October 1, 2023 – December 31, 2023 January 31, 2024
7 P&E Q1 January 1, 2024 – March 31, 2024 April 30, 2024
8 P&E Q2 April 1, 2024 – June 30, 2024 July 31, 2024
P2 Performance July 1, 2023 – June 30, 2024 July 31, 2024
9 P&E Q3 July 1, 2024 – September 30, 2024 October 31, 2024
10 P&E Q4 October 1, 2024 – December 31, 2024 January 31, 2025
11 P&E Q1 January 1, 2025 – March 31, 2025 April 30, 2025
12 P&E Q2 April 1, 2025 – June 30, 2025 July 31, 2025
P3 Performance July 1, 2024 – June 30, 2025 July 31, 2025
13 P&E Q3 July 1, 2025 – September 30, 2025 October 31, 2025
14 P&E Q4 October 1, 2025 – December 31, 2025 January 31, 2026
15 P&E Q1 January 1, 2026 – March 31, 2026 April 30, 2026
16 P&E Q2 April 1, 2026 – June 30, 2026 July 31, 2026
P4 Performance July 1, 2025 – June 30, 2026 July 31, 2026
17 P&E Q3 July 1, 2026 – September 30, 2026 October 31, 2026
18 P&E Q4 October 1, 2026 – December 31, 2026 April 30, 2027
P5 Performance July 1, 2026 – December 31, 2026 April 30, 2027
Figure 5 - Reporting Schedule
†
Recipients that have not received an initial CPF payment (either payments for Administrative Costs or Project
Costs) on or before September 15, 2022, are exempted from Report 1.
††All Recipients should submit reports no later than October 31, 2023 (Report 5).
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Project and Expenditure Report User Guide 9
There are two types of CPF reporting requirements for States, Territories, and Freely
Associated States:
• Project and Expenditure Report (P&E): A quarterly report to provide information on
projects funded, obligations, expenditures, project status, outputs, performance
indicators, and other information.
• Performance Report: An annual report to provide information on and describe the
outputs and outcomes of CPF Programs. Please see the CPF Recipient Compliance and
Reporting Responsibilities webpage for additional information on the Performance
Report.
b) Key Concepts for Reporting
Recipients are required to provide information regarding the projects awarded under each
approved Program Plan, including obligations, expenditures, project status, and use code
specific performance indicators. Recipients are also required to report on administrative funds
obligations and expenditures. The use code specific performance indicators and programmatic
data needs are determined by the approved Program Plan that the project is associated with.
A P&E report must be completed for all projects for which funds have been obligated during the
period covered and continue through all periods covered throughout the duration of the period of
performance. For example, if the project begins in November 2022, a recipient will submit the
first P&E report for that project on January 31, 2023 (Report 2) and continue submitting reports
through the end of the period of performance, with the final P&E report due March 31, 2027.
Programs
Each approved CPF Program is submitted as a Program Plan and is assigned one of four
use codes:
• 1A – Broadband Infrastructure
• 1B – Digital Connectivity Technology
• 1C – Multi-Purpose Community Facility
• 2 – Case-by-Case Review
Recipients may have more than one approved CPF Program Plan aligned to a single use
code (e.g., two CPF Programs that are coded as 1A – Broadband Infrastructure). Each
approved CPF Program can only align to a single use code (e.g., a CPF Program cannot be
both 1A – Broadband Infrastructure and 1C – Multi-Purpose Community Facility).
P&E reports are to be completed for each project. Each project is assigned to an approved
CPF Program (see Figure 6). Each project can only be assigned to a single approved CPF
Program, and will take on the same use code as the approved CPF Program. The use code
of the approved CPF Program will dictate the use code specific performance indicators and
programmatic data that must be submitted for all associated projects.
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Figure 6 - CPF Program and Project Structure for an Example 1A CPF Program Plan with Two Projects
*Program Administrative Expenses do not need to be broken down at the Project Level, and instead should be
reported in the aggregate.
Projects
A project is defined as a group of closely related activities that together are intended to
achieve a specific goal or are directed toward a common purpose. As noted above, each
project is assigned to a single CPF Program, though CPF Programs can include more than
one project.
• Activities in a project can include new or existing services, funded in whole or in part
by the CPF award.
• Recipients are required to report on projects included in each approved CPF Program,
beginning after a project has been selected and a subaward has been executed (if
applicable). Note: Projects do not need to be entered until obligations/subawards have
been incurred. If no obligations have yet been incurred and/or no subwards have yet
been executed, projects do not need to be entered.
• Recipients are required to define projects at a sufficient level of granularity to be able
to do any programmatic reporting that is required.
• For each project, recipients are asked to select the associated approved CPF Program.
Each project must be assigned to one CPF Program.
• For each project, recipients must identify the subrecipient. For direct implementation
projects, enter the administering agency as the subrecipient.
• For each project, recipients need to track and report obligations and expenditures.
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Project and Expenditure Report User Guide 11
Relationship Between Portal Components
When entering project information, it is important to understand how the separate
components of information relate to each other. The portal is organized by tabs shown on
the left-hand side of the screen (see Figure 3). Initial entry of information/data should be
completed in sequential order (top to bottom) in the order the tabs appear in the left menu,
to reduce errors or data issues. Each of these tabs are linked to prior tabs. After initial entry
of information, users can go directly to any tab to update and edit information throughout the
life of the project.
Relationship Between Projects and Subrecipients
A Program Plan will be comprised of one or more projects. Recipients should report on each
project separately. Each project must be linked to one subrecipient (for example, if the
recipient is administering a competitive grant program (the Program), the subrecipient would
be the entity to which funds were subawarded, for example, an ISP).
As noted previously,a project may refer to an award to a recipient or a subaward to a
subrecipient. Multiple projects can be linked to one subrecipient (for example, if an Internet
Service Provider received subawards for more than one project). Each subaward to a
subrecipient should be entered as a separate project (i.e., Subrecipient 2 in Figure 7).
If the recipient is directly implementing a project, there may be instances where there is no
subrecipient. Recipients should enter the agency administering the project as the
Subrecipient in the portal.
For example, Recipient A (e.g., a State)
has one approved CPF Program for 1A –
Broadband Infrastructure. In
implementing the approved 1A Program,
Recipient A competitively selected and
made subawards for four projects: Project
A, Project B, Project C, and Project D.
Project A will be completed by
Subrecipient 1, Projects B and C will be
completed by Subrecipient 2, and Project
D will be completed by Subrecipient 3. When
completing reporting for the 1A Program,
Recipient A will enter four separate projects into
the portal. Please see Figure 7 for a depiction of
this example. Figure 7 - Example relationship between Program
Plans, Subrecipients, and Projects
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Section IV. Project and Expenditure Report
The P&E report provides information on projects funded, subrecipients, subawards, and other
information required from recipients. Multiple tabs navigate through the P&E report in the portal as
follows:
• Introduction/Bulk Upload Templates
• Recipient Profile
• Programs
• Subrecipients
• Projects (including subawards)
• Program Administrative Expenses
• Certification
a) Introduction and Bulk Upload Templates
The Introduction/Bulk Upload Templates tab acts as a central location to download any or all of
the relevant bulk upload templates from the system (see Figure 8).
Beginning in Q1 2024, there is a new Bulk Upload option for Subrecipients, Projects, and
Broadband Location Data. Recipients may continue to use the legacy Bulk Upload option, but
Treasury encourages the use of the updated Bulk Upload option. For more information on the
new Bulk Upload process, see Appendix A – Bulk File Upload Overview.
For project data, the newly added excel version of the Bulk Upload Templates includes separate
tabs that were previously separate files in one document. This allows for 10,000 max records to
be uploaded in one file. For broadband location data, one bulk upload file will need to be
completed per project.
Note: The newly added excel versions of the Bulk Upload Templates will download in the .xlsx
format and should be uploaded in the .xlsx format. Previous versions of the bulk file template
files were downloaded in the .xlsx format, but these files must be converted to .csv format to
properly upload. As indicated above, the previous .csv files will still be available for use.
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Figure 8 - Introduction and Bulk Upload Templates Screen
b) Recipient Profile
Upon login, the user will be directed to the Recipient Profile tab. The Recipient Profile tab
verifies relevant information about the recipient currently stored in the portal. On this tab,
users should review and confirm key information about the recipient that has been provided
to Treasury through other CPF-related activities, such as the CPF application.
Review and confirm the recipient information prepopulated from the CPF
application file (see Figure 9).
If any of the information is incorrect, use the text box to report discrepancies.
Information on this screen can only be modified by Treasury personnel.
Once all fields have been reviewed and verified, click the Save Information
button to save, then click the Next button to proceed to the following tab.
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Project and Expenditure Report User Guide 14
Figure 9 - Recipient Information
c) Programs
This tab displays the recipient’s approved CPF Program information and displays the
Program Plan Number, Program Use Code, Project ID, Project Name, Total Obligations,
Total Expenditures, and P&E Report Status (see Figure 10) for each approved CPF
Program. For example, if the recipient submitted and received approval from Treasury for
two Program Plans, this table will have two lines: one for each approved CPF Program.
As information on projects for each CPF Program is entered in the portal, the Program Plan
Information table will populate with relevant and applicable information. For example, Total
Obligations and Total Expenditures are auto calculated to sum the amounts entered into
each project entry screen for projects associated with each CPF Program. The Program
Status indicator will show a green check icon when reporting requirements for all projects
associated with a CPF Program have been completed.
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Figure 10 - Program Plan Information
d) Subrecipients
The Subrecipient tab allows users to enter the required information about each subrecipient
that has received at least one subaward of federal funding to execute projects supporting
the CPF Program. Entry of subrecipient information requires the following information (see
Figure 11). For bulk upload instructions specific to this tab, see Appendix A.
Note: Subrecipient entry must be completed prior to beginning the data
entry for the Projects module.
Step 1) Enter the following about each subrecipient:
• Unique Entity Identifier
• Tax ID Number (TIN or EIN)
• Name
• POC Name
• POC Phone Number
• POC Email Address
• Address Line 1
• Address Line 2 - optional
• Address Line 3 - optional
• City
• State
• Zip
• Zip+4 – optional
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Figure 11 - Subrecipient Entry
Step 2) At the bottom of the page, click the Create Subrecipient button to save the
record and return to Subrecipient screen.
Step 3) Subrecipients entered into the system are shown at the bottom portion of the
screen (see Figure 12).
Figure 12 - My Subrecipients List
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Project and Expenditure Report User Guide 17
e) Projects
Recipients are required to enter all projects funded with CPF funds as part of their P&E
report. Recipients are required to report on all projects included in each approved CPF
Program, beginning after a project has been selected and a subaward has been executed (if
applicable). For direct implementation projects, Recipients are required to report on projects
following the approval of the program plan. Once projects are entered, they are viewable in
the My Projects table and can be updated in future reporting periods (see Figure 13).
Note: Projects do not need to be entered until obligations/subawards have been incurred. If
no obligations have yet been incurred and/or no subwards have yet been executed, projects
do not need to be entered.
The My Projects table displays the following for each project entered: Project Name,
Recipient Project ID, Program Plan Number, Total Obligations, Total Expenditures, Use
Code, and Project Status. Total obligation and total expenditure amounts are summed from
project information entered on the project entry screens. To go directly to a project to edit or
add information, click the blue pencil icon.
For Project Status, the green check icon indicates all required fields have been
answered, including programmatic data, and one subrecipient is linked to the project or
subaward, if applicable.
For Project Status, the red x icon indicates that not all required fields have been
answered or a subrecipient has not been linked to the project.
To add a new project from this screen, click the Add Project button. Refreshing the browser
screen may be necessary to see new entries.
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Project and Expenditure Report User Guide 18
Figure 13 - My Projects Screen Example
1) Key Considerations
The following considerations should be kept in mind when planning and entering project
data:
• All projects require a set of “standard” data fields. Some of these fields, such as
Project Name and Recipient Project ID, are static and do not change across
reporting periods; this means once these fields are entered during the initial creation
of the project in the reporting system, this field will not need to be filled out again in
future reports. Other fields, such as Status of Completion and Cumulative
Expenditures, will require updates and/or new information in each P&E report.
Note: Please review and update these fields on a quarterly basis.
• There are two ways to enter and update project information – manual data entry
and bulk upload. Bulk upload templates are specific to the CPF Program’s use
code. Users may upload information for multiple projects within the Use Code
template simultaneously. Appendix A provides step by step instructions for using
the bulk upload options. Note: Due to the different data collected across use codes,
bulk upload templates are unique and cannot be used on other use codes.
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Adding a New Project Manually
The General Project Information tab displays the project information. This tab is the same for
all use codes.
Step 1) Select the CPF Program from the picklist (see Figure 14 and Figure 15).
Step 2) Enter the project name.
Step 3) Enter a unique project identification number assigned to the project. This number
is determined by the recipient. Each project must have a unique number; do not
use duplicate project numbers for multiple projects. Note: This applies across
use codes. For example, if the recipient enters a 1A project with the identification
number CPF123, they should not also use the number CPF123 for a 1C project.
Step 4) Select a subrecipient from the picklist. Note: Every project must have a
subrecipient. Subrecipients should be entered before entering project data.
Step 5) Provide a 3-5 sentence description of the project, including an overview of the
project’s purpose, and major activities.
For projects with the Use Code 1A, recipients should also provide a complete
list of counties where households, businesses, and community anchor institutions
that are to be served by the broadband project are located.
Step 6) Select the type of owner for the capital asset from the drop-down list. Options
are:
• Private
• State Government
• Municipal or Township Government
• County Government
• Tribal Government
• Co-operative
• Other (e.g., Public Private Partnership, Non-Profit, other structure, etc.)
Step 7) If Other is selected, provide additional details and/or a narrative description of the
capital asset ownership type.
Step 8) Provide the total amount of CPF funding budgeted for the project.
Step 9) Provide total amount budgeted for the project from all funding sources, including
but not limited to, non-CPF federal funding sources and private funding sources.
Note that this number should include the CPF funding as well.
Step 10) The following information pertains to additional federal funding sources used for
the project, if applicable.
• Is CPF funding used in conjunction with other federal funding? Select
Yes or No
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o If Yes,
▪ Provide the Program Name and Assistance Listing number of
the other program(s) providing federal funding.
▪ Provide the amount of the other federal funding obligated (by
Assistance listing).
▪ Is the other federal funding subject to the requirements of the
Davis-Bacon Act? Select Yes or No.
Step 11) Enter the total dollar value of the following as they relate to CPF project costs
incurred by the recipient (no administrative costs should be included in project
submissions; administrative costs should be accounted for on a subsequent tab
at the grant level). Please note that these entries should include obligations
and expenditures of CPF funds only, and should not include amounts from
other funding sources. If CPF funds have not been obligated or expended
during the current reporting period, enter “0” in the respective “Current Period”
fields. Note: please ensure that Current Period Obligations/Expenditures are less
than or equal to Cumulative Obligations/Expenditures for each project. The portal
will otherwise return an error.
• Current Period Obligations
o Obligations incurred within the current report quarter
• Cumulative Obligations
o All obligations incurred from award date through the end of the
report quarter (including current period obligations)
• Current Period Expenditure
o Expenditures incurred within the current report quarter
• Cumulative Expenditure
o All expenditures incurred from award date through the end of the
report quarter (including current period expenditures)
Note that in the CPF P&E report, the recipient should report on obligations and
expenditures incurred by the recipient. Recipients are also responsible for
monitoring and overseeing Subrecipients’ use of funds and other activities
related to the award to ensure that the Subrecipient complies with the statutory
and regulatory requirements and the terms and conditions of the award.
Step 12) For approved projects that are not Broadband Infrastructure (1A) projects (i.e.
Digital Connectivity (1B) and Multipurpose Community Facility (1C) projects), enter the total
dollar value of the following as they relate to CPF program income earned and expended
for each project under an approved program plan. Note that program income must be
utilized and applied to benefit the same project from which it was generated. If CPF
program income has not been earned or expended during the current period or
cumulatively, either enter “0” in the respective fields or leave the fields blank.
Note: Please ensure that Current Period Program Income Earned/Expended is less than or
equal to Cumulative Program Income Earned/Expended for each project. The portal will
otherwise return an error.
• Current Period Program Income Earned
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o Total amount of program income earned within the current report
period
• Cumulative Program Income Earned
o Total amount of program income earned from award date through
the end of the report period (including current period program
income earned)
• Current Period Program Income Expended
o Total amount of program income expended within the current
report period
• Cumulative Program Income Expended
o Total amount of program income expended from award date
through the end of the report period (including current period
program income exended)
If CPF program income has been earned or expended on the project, recipients
will be required to answer a question certifying whether program income
generated from CPF funds has been used for the purposes and under the
conditions of the CPF award. If “No” is selected in response to this question, the
recipient will be asked to provide a narrative explanation.
Note that program income should also be included in the calculation of
Obligations and Expenditures (Step 11) reported for these projects.
Step 13) Provide a brief description of the major activities on which funds were expended
during the reporting period, including costs related to community engagement and any
other Ancillary Costs.
Step 14) Select the status of the project from the drop-down list. Options are:
• “Not Started”
• “Less than 50 percent complete”
• “More than 50 percent complete”
• “Completed”
• “Cancelled”
Note: If reporting a cancelled project, before proceeding, please contact your
CPF point of contact for further instructions on how to enter a cancelled project.
Step 15) For projects with status of “Not Started”, enter the following information:
• Projected construction start date
• Projected construction completion
• Projected initiation of operations date
Step 16) For projects with completion status of “Less than 50 percent complete” or “More
than 50 percent complete”, enter the following information:
• Projected construction start date
• Actual construction start date (optional for projects less than 50 percent
complete)
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• Projected construction completion
• Projected initiation of operations date
Step 17) For projects with a status of “Complete”, enter the following information:
• Actual construction start date
• Actual construction completion
• Have operations been initiated? Yes or No
o If Yes, provide the date operations were initiated
o If No, provide an explanation
Step 18) If applicable, provide the following information in regard to the Special Statutory
Matching Funds section.
• Is CPF funding used as a recipient’s non-federal share (also known as
“matching funds”) for certain other federal programs as specifically
permitted under statute? Select Yes or No.
o If Yes,
▪ Provide the Program Name and Assistance Listing of the other
federal program that is being matched, as well as the statutory
citation permitting CPF funds to be used as non-federal
matching funds.
▪ Provide the total amount of CPF funds being used as matching
funds.
▪ Provide a brief description of the project, including the total
anticipated costs for the project from all funding sources.
Figure 14 - General Project Information
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Figure 15 - General Project Information continued
Step 19) For projects with total cumulative obligations $5 million or greater, enter the
following information (see Figure 16).
• Davis Bacon Certification
o Do you intend to certify that 'all laborers and mechanics employed by
contractors and subcontractors in the performance of such project are
paid wages at rates not less than those prevailing, as determined by the
U.S. Secretary of Labor in accordance with subchapter IV of chapter 31
of title 40, United States Code (commonly known as the “Davis-Bacon
Act”), for the corresponding classes of laborers and mechanics
employed on projects of a character similar to the contract work in the
civil subdivision of the State (or the District of Columbia) in which the
work is to be performed, or by the appropriate State entity pursuant to a
corollary State prevailing-wage-in-construction law (commonly known as
“baby Davis-Bacon Acts”)? Select Yes or No.
o If no, provide the following Project Employment and Local
Impact Report
▪ Number of contractors and sub-contractors working on the
project
▪ Number of employees on the project hired directly
▪ Number of employees on the project hired through a third
party
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▪ Wages and benefits of workers by classification
▪ Are any of the wages at rates less than those prevailing?
Select Yes or No
• Certification for Labor Agreements
o Do you intend to certify that 'the indicated project includes a project labor
agreement, meaning a pre-hire collective bargaining agreement
consistent with section 8(f) of the National Labor Relations Act (29
U.S.C. 158(f))? Select Yes or No.
o If No, provide the following information for the Project Workforce
Continuity Plan.
▪ How will the recipient ensure the project has access to a
sufficient supply of appropriately skilled and unskilled labor
to ensure high-quality construction throughout the life of the
project, including a description of any required professional
certifications and/or in-house training, registered
apprenticeships or labor-management partnership training
programs, and partnerships like unions, community
colleges, or community-based groups?
▪ How will the recipient minimize risks of labor disputes and
disruptions that would jeopardize timeliness and cost-
effectiveness of the project?
▪ How will the recipient provide a safe and healthy workplace
that avoids delays and costs associated with workplace
illnesses, injuries, and fatalities, including descriptions of
safety training, certification, and/or licensure requirements
for all relevant workers (e.g., OSHA 10, OSHA 30)?
▪ Will workers on the project receive wages and benefits that
will secure an appropriately skilled workforce in the context
of the local or regional labor market?
▪ Does the project have a completed project labor agreement? Select
Yes or No.
• Additional Questions
o Does the project prioritize local hires? Select Yes or No
o Does the project have a Community Benefit Agreement? Select Yes or
No
▪ If Yes, provide a description of the Community Benefit Agreement
Note: Labor reporting questions are required for all projects in a status other than “Not Started”
or “Cancelled”. Labor reporting questions can be completed for projects in “Not Started” status,
but are not required.
Step 20) When the above information is entered, click the Save Information button to stay
on this screen and continue adding information, or click the Next and Save button to
proceed to the following screen.
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Figure 16 - Labor Reporting for Projects with CPF Funding of $5 million or greater
2) Enter Programmatic Data by Use Code
The following programmatic data is required for each corresponding project use code.
Please note that not all data elements will be required in each quarterly P&E report and that
the frequency of submission will vary depending on the data element, the project status, and
other components.
Note: Fields labeled “Actual” become required when project status is marked as “Complete”.
Use Code 1A – Broadband Infrastructure Projects (see Figure 17)
From the picklist, select “yes” if the project is a middle mile project and “no” if it is
a last mile project. Note: For middle mile projects, only complete steps 2-3;
steps 4-9 do not apply. All steps must be completed for last mile projects.
From the picklist, select from the following types of technology the project plans
to use:
• Fiber
• Coaxial Cable
• Terrestrial Fixed Wireless
• Other
o If Other, use the text box to describe what other types of technologies
are being planned in the buildout to locations covered by the project
(For projects marked as “Complete”) From the picklist, select the types of
technology the project actually used.
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Input the total miles of fiber planned to be deployed by the project.
For projects marked as “Complete”, please input the total miles of fiber actually
deployed.
Provide the number of locations the project plans expect to serve in the fields
listed below. A location is defined as a business or residential location at which
fixed mass market broadband Internet access service is, or can be, installed.1
The recipient should provide data based on the project plan.
For projects marked as “Complete”, please update/validate the data to reflect
the actual data for the completed project.
The following data elements should be provided:
• Total number of funded locations the project plans to serve
o Total number of funded locations to be served receiving less than
25/3 Mbps prior to CPF investment
o Total number of funded locations to be served receiving 25/3 Mbps or
greater but less than 100/20 Mbps prior to CPF investment
Note: The sum of the pre-CPF investment speed categories should be equal to
the total number of funded locations the project is designed to serve. If the sum
of the two categories is not equal to the number provided for the total number of
funded locations the project is designed to serve, please explain in the text box
provided.
Provide the following information related to the planned buildout standards for
speeds that will be provided as a result of the project receiving CPF investment.
For projects marked as “Complete”, please update/validate the data to reflect the
actual data for the completed project.
The following data elements should be provided:
• Total number of funded locations by speed (post-CPF investment):
provide the number of locations the project plans to serve, categorized by
speeds, in the fields listed below.
o Total number of funded locations receiving minimum 100/100 Mbps
o Total number of funded locations receiving minimum 100/20 Mbps
and scalable to minimum 100/100 Mbps
1 Establishing the Digital Opportunity Data Collection; Modernizing the FCC Form 477 Data Program, WC
Docket Nos. 19‐195, 11‐10, Third Report and Order, 36 FCC Rcd 1126, 1175 para. 126 (2021); 47 U.S.C.
§641(1) and 47 CFR § 8.1(b).
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Note: The sum of the post-CPF investment speed categories should equal the
total number of locations provided in Step 4. If the sum of the two categories is
not equal to the number provided for the total number of funded locations the
project actually served, please explain in the text box provided.
Step 6) Populate the following table by providing information about the locations the
project is designed to serve, including by the following location types. Definitions of each
location type can be found in Appendix D.
• Residential
o Total Housing Units
• Business
• Community Anchor Institution
For projects marked as “Complete”, please provide actual data for the completed project.
Note: The sum of the counts provided for Residential locations, Business locations, and
Community Anchor Institution locations should be equal to the total number of locations
provided in Step 4. If the sum of the three location types is not equal to the number
provided for the total number of funded locations to be served by the project, please
explain in the text box provided.
Treasury has determined location type categories according to guidance issued by the FCC in
Establishing the Digital Opportunity Data Collection; Modernizing the FCC Form 477 Data
Program. Each location should be classified as one of three types: Residential, Business, or
Community Anchor Institution. Please note that recipients will also report the FCC Fabric ID and
a unique latitude/longitude point for each location.
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Figure 17 - Project Use Code 1A - Broadband Infrastructure Project
Step 7) (For projects marked as “Complete”) Provide a file upload using the CPF Speed
Tiers and Price template with the following information (Figure 18):
• Speed tiers offered - each speed tier of broadband service offered by the
project
• Type of service – whether the service is a residential, business, or other
package
• Base price – the corresponding non-promotional price for each tier of service
• Associated fees – one-time and monthly recurring fees associated with each
tier of service.
Note: Information regarding speed tiers offered and corresponding non-promotional
prices, including associated fees, for each speed tier of broadband service is not
required until projects are completed. Speed and price data for all projects can be
included in one bulk upload file. Please be sure to clearly indicate which project each
entry is associated with using the Recipient assigned project identification number.
Figure 18 - Upload Speed Tiers and Prices for Completed Projects
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Step 8) State whether the provider is participating in the FCC’s Affordable Connectivity
Program (ACP). Select Yes or No.
If no, provide an explanation.
Note: As of the Q2 2025 report, this field is no longer required.
Step 9) The following location-specific data is required for each project (including each
subaward) in the format described below in the quarter the project is awarded, when the
project is entered in the portal. For each location served by a project (including each
subaward), the recipient must collect from the subrecipient and submit the following
information to Treasury using the Broadband Bulk Upload Template, which can be found
on the CPF Recipient Compliance and Reporting Responsibilities webpage and in the
portal, that includes the following information (see Appendix A for further information on
bulk uploading location data and Appendix C for further details on the required fields).
Note: The reported locations should include all locations that could receive
service as a result of the CPF investment.
• Project Name
• Project identification number
• Fabric ID from the FCC Broadband Serviceable Location Fabric for the
location
• Latitude/longitude at the structure Process for Capturing
where service will be installed Latitude/Longitude Data: Treasury
• Provider ID: the FCC-provided ID that encourages using a commercially
will align with the entity that files or will available GPS-encoded device
file Broadband Data Collection data physically present at the location to
• Technology to be used to offer service generate the latitude/longitude data for
each location to which service is to be
at the location
installed. The location should be the
o Fiber structure that is the broadband
o Coaxial Cable serviceable location. More guidance
o Fixed Wireless regarding this preferred method,
o Other Geolocation with GPS in the Field, can
▪ If “Other”, provide be found in Geolocation Methods.
additional detail on the
technology used to offer service at the location
• Location Type
o Residential
▪ If Residential, Number of Housing Units
o Business
o Community anchor institution
• Speed tier at the location pre-CPF investment
o Below 25/3 Mbps
o 25/3 Mbps or greater but less than 100/20 Mbps
• Planned speed and latency at the location post-CPF investment
• Maximum download speed offered
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• Maximum upload speed offered
• Latency
Figure 19 - Upload Location Data for Broadband Infrastructure Projects
For projects marked as “Complete”, for each location served by a funded project, the
recipient must update the information below to include the following (please see
Appendix C for further details on these fields).
• Speed and latency at the location post-CPF investment
• Maximum download speed delivered
• Maximum upload speed delivered
• Latency delivered
• Additionally, the update should add any locations that were not included
in the initial data submission and received service as a result of the
project and remove locations that were planned but were removed from
the final project scope.
Speed and Latency To ensure broadband infrastructure investments meet CPF requirements to
deliver service that reliably meets or exceeds symmetrical download and upload speeds of 100
Mbps and to promote consistency across federal agencies, Treasury accepts reporting of speed and
latency measurements conducted using testing standards and protocols consistent with those
established and used by the Federal Communications Commission in multiple contexts, including
the Connect America Fund (CAF) and the Rural Digital Opportunity Fund (RDOF), or those
established and used by the U.S. Department of Agriculture in multiple contexts, including the
ReConnect program.
In addition to demonstrating that the speed requirements are met, network latency measurements
during testing windows should fall at or below 100 milliseconds round-trip time. This approach ensures
a connection that supports reasonably foreseeable real-time applications.
To update locations on projects marked as “Complete”:
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1) Download existing location data (Figure 20)
2) Update required fields
3) Set the status as “Void” for any locations that were reported in error or
that are no longer part of the project
4) Reupload the updated location data file
Figure 20 - Download Previously Uploaded Locations
Use Code 1B - Digital Connectivity Performance Technology Projects (see Error!
Reference source not found.1)
Step 1) Provide the address(es) or other location information where the recipient plans
to distribute and/or install devices. Note: the address(es) entered should be a
physical location(s) and should not be a P.O. Box.
Step 2) (For projects marked as “Complete”) Provide the address(es) or other location
information where the recipient actually distributed and or/installed devices.
Step 3) Populate the table for Digital Connectivity Technology Projects for the following
device types. For each device type, provide the number of devices the project is
designed to purchase and the planned expenditure. Once a project is marked as
“Complete”, provide the actual number of devices that were purchased and the
actual expenditure.
• Laptops
• Tablets
• Desktop computers
• Public Wi-Fi equipment
• Other
o If “Other” is selected, please provide a description of the
device type
Step 4) Provide the estimated total number of individuals that will use the devices.
Step 5) (For projects marked as “Complete”) Provide the actual total number of
individuals using the aforementioned devices during the period of performance.
Step 6) Provide a brief narrative explaining the planned number and types of digital
literacy trainings and other support services provided to enable use of the
devices, including the number of individuals who attend or make use of the
trainings and support services.
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Step 7) (For projects marked as “Complete”) Provide a brief narrative explaining the
actual number and types of digital literacy trainings and other support services
provided to enable use of the devices, including the number of individuals who
attended or made use of the trainings and support services.
Step 8) Are subrecipients measuring the Project’s effectiveness and impact through data
collection, such as surveys? Select Yes or No.
Figure 21 - Digital Connectivity Technology for Project Use Code 1B
Use Code 1C - Multi-Purpose Community Facility Projects (see Error! Reference
source not found.2)
Note – Treasury recommends that 1C projects only have one address per project entry. If a
project (including a subaward) includes multi-purpose community facility investments at
multiple addresses, please contact Treasury to discuss the approach for entering projects
into the portal.
Step 1) Provide the planned physical address of the multi-purpose community facility
funded by the Project. Note: the address entered should be a physical location
and should not be a P.O. Box.
Step 2) (For projects marked as “Complete”) Provide the actual physical address of the
multi-purpose community facility funded by the Project.
Step 3) Select the type of investment from the picklist.
• New construction, to include acquisition of property for development
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• Renovation/expansion of existing structure, to include acquisition of
existing structures for renovation/ expansion
Step 4) Populate the table for type and number of features planned in the multi-purpose
community facility.
• Classroom
• Computer Lab
• Multi-purpose space
• Telemedicine room
• Other
o If Other, specify the type of capital asset and number of features
For projects marked as “Complete,” populate the table for the type and number of
features in the completed multi-purpose community facility.
Step 5) Provide the total square footage planned to be funded by CPF dollars.
Step 6) (For projects marked as “Complete”) Provide the total square footage actually
funded by CPF dollars.
Step 7) Does the multi-purpose community facility have proximate access to public
transportation? Select Yes or No.
Step 8) (For projects marked as “Complete”) Provide the number of individuals utilizing
the capital asset during the period of performance.
Figure 22 - Multi-Purpose Community Facilities Project Input
Use Code 2 – Case-by-Case Projects (see Error! Reference source not found.3)
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For Program Plans submitted for Case-by-Case Review, Treasury will work with recipients
to develop metrics and performance measures for the Program Plan and associated
projects. As one component of their submission, recipients will be asked to provide
proposed metrics and performance measures for review by Treasury. Performance
indicators proposed should include both output and outcome measures. Recipients are
encouraged to use logic models2 to identify their output and outcome measures. All
proposed metrics and measures are subject to final review and approval by Treasury.
Step 1) Upload a file consistent with the metrics and performance measures agreed
upon for the recipient’s specific case-by-case review. Note: An updated file
should be uploaded every quarter until the project is in “Completed” status.
Figure 23 - Instructions for Project Use Code 2 – Case by Case
f) Program Administrative Expenses
Recipients are required to report on program administrative expenses in the aggregate (see
Error! Reference source not found.4). Program administrative expenses do not need to be
broken down at the Project level. Program administrative expenses mean the costs of
administering the CPF grant funding by a recipient, providing technical assistance to potential
subrecipients, and costs related to complying with grant administration and audit requirements,
including both direct and indirect administrative costs. The data provided in this section should
reflect the sum of all program administrative expenses incurred by the recipient related to
administration of the CPF grant.
Obligations
Step 1) The cumulative obligations reported in the prior quarter’s report will be
automatically rolled over into the current quarter’s report.
Step 2) Enter the obligations incurred during the current reporting period only.
Step 3) The updated cumulative obligations will calculate automatically. You will be
asked to confirm this number is accurate. If this number matches your records,
select Yes. If there is a discrepancy, select No.
Step 4) If you selected Yes in Step 3, no further action required.
2 A logic model is a tool that depicts the intended links between program investments and outcomes, specifically the
relationships among the resources, activities, outputs, outcomes, and impact of a program. More information about
logic models can be found in Managing For Results: The Performance Management Playbook for Federal Awarding
Agencies.
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Step 5) If you selected No in Step 3, you will be required to manually input the correct
cumulative obligations and provide an explanation for the discrepancy.
Expenditures
Step 1) The cumulative expenditures reported in the prior quarter’s report will be
automatically rolled over into the current quarter’s report.
Step 2) Enter the expenditures incurred during the current reporting period only.
Step 3) The updated cumulative expenditures will calculate automatically. You will be
asked to confirm this number is accurate. If this number matches your records,
select Yes. If there is a discrepancy, select No.
Step 4) If you selected Yes in Step 3, no further action required.
Step 5) If you selected No in Step 3, you will be required to manually input the correct
cumulative expenditures and provide an explanation for the discrepancy.
Figure 24 - Program Administrative Expenses
g) Certification
The Authorized Representative must certify the Project and Expenditure Report. By certifying
this submission, the Authorized Representative is confirming that all reported information is
accurate and approved for submission (see Error! Reference source not found. and Error!
Reference source not found.). Individuals who are not designated as an Authorized
Representative will not be able to certify and submit reports.
Step 1) Review prior screens and entered information to verify the accuracy of the
record.
Step 2) Validate that there are no system identified errors. Error! Reference source not
found. indicates an error has been identified with the project status and an
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incomplete project under a program. Error! Reference source not found.
shows a “Complete” status, and the system will allow submission of the report.
Step 3) Review the Authorized Representative’s Name, Title, Telephone Number, and
E-Mail Address.
Step 4) Review certification language.
Step 5) A confirmation box appears confirming the intention to submit (see Error!
Reference source not found.).
Step 6) Click the Certify and Submit button to complete the entry.
Figure 25 - Project Overview Status with Errors
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Figure 26 - Project Overview Status with No Errors
Figure 27 - Submission Verification
After confirming you wish to submit the report, if any other errors or
incomplete information are identified, the system will return an error and
will explain the section(s) of the report that contain errors. Figure
indicates that errors have been identified with the submission of program
administrative expenses.
Figure
Figure 28 - 28 - Report
Report
Validation
Validation withwith Errors
Errors
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Section V. Editing and Revising Your Data
This section provides instructions for providing updates and revisions to information submitted
as part of previous Project and Expenditure Reports. Please note that unless initiated by
Treasury staff, users will not have the ability to make any edits to submitted reports after the
reporting deadline. All edits or changes must be reflected in the next available report.
Projects entered into the system can be edited or deleted before final submission. To edit a
project, open the project from the My Projects screen. To delete a project, use the Delete
Project Button (pink trash can icon) (see Figure 29). Users may edit project information prior to
the submission deadline. If a report is already submitted, users will need to un-submit the report
to edit or delete a project record, and may do so until the due date of the report.
Figure 29 - Edit and Delete Project Screen
There are two ways to edit Project and Expenditure Report data:
• Manual Entry – using the portal’s web-based forms to edit or change fields individually.
• Bulk Upload – using the bulk upload functionality in the different report modules to
upload a file that updates many different existing records at one time.
a) Manual Entry
1) Projects
a. To edit data on the Project Overview page, click on the blue pencil icon. Doing so
will open the “Edit Project” window (see Error! Reference source not found.30)
where edits or changes can be entered into the available fields. Click the Save
Information button for the edits to be accepted.
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Figure 30 - Edit Project Window
b. To remove projects that have been created during the current reporting cycle, click
the trash can icon button in the “Edit Project” window (see Error! Reference source
not found.).
Figure 31 - Edit or Remove a Project
Note: Projects submitted as part of prior reports cannot be deleted. In order to
remove CPF funding from a previously reported project: Change the project status
to “Cancelled” and edit the project’s Total Cumulative Obligations and Total
Cumulative Expenditures to be $0.00. If reporting a cancelled project, contact
your CPF point of contact for further instructions prior to submission.
2) Subrecipient
Subrecipient information can be edited or removed by clicking on the appropriate icon (see
Error! Reference source not found.32).
Figure 32 - Edit Subrecipient Information
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b) Bulk Upload
Similar to uploading new data in bulk (as described in Appendix A), editing multiple records at
one time may be done by using the bulk upload templates for the Projects and Broadband
Location Data screens. At this time, the records in the Subrecipients module must be updated
manually.
The steps to make these edits using bulk upload templates are as follows:
Step 1) Populate the identifier field in the relevant bulk upload template for the records to
be edited. Make sure that in each template the identifiers correspond with
records that currently exist in the system. Use the “Download as CSV” function
below in every module to easily view the recipient’s record’s identifiers in Excel.
The unique identifier for each module is as follows:
• Project Overview: “Project ID”, “Subrecipient”, “Subrecipient UEI”, and
“Subrecipient TIN”
Step 2) Once the identifier is populated for the records to be edited, fill in the rest of
template for both fields that are being edited, and fields that are not changing.
IMPORTANT: Editing with bulk upload replaces data in the entire record, not just
the fields to be edited. If fields are left blank in the upload template, they will be
flagged as errors or remain blank in the system.
Step 3) Validate data to ensure it is accurate and can be uploaded. After completing the
bulk upload template that includes edits, upload the file as shown on screen. The
instructions are as described in Appendix A.
Step 4) After uploading edits, verify records within the portal to ensure data was
uploaded correctly. Edits can subsequently be made manually as well if
additional changes need to be made.
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Appendix A – Bulk File Upload Overview
a) Purpose
This Appendix provides an overview of the bulk file upload process. The five bulk file upload
templates are listed below. The data requirements for each template can be found in Appendix
B.
• Subrecipient Template
• 1A Broadband Infrastructure Template
o Broadband Location Data Template
• 1B Digital Connectivity Technology Template
• 1C Multi-Purpose Community Template
b) Template Description
Each of the bulk file upload templates contains instructions on how to populate the respective
fields within each file. When adding content to each template, follow the “help” text cells, which
will provide what is and is not permitted for each cell. All templates have the same structure as
described below:
Row 1: Template Version
Row 2: Template Name
Row 3: Instructions: Brief description of the template constraints.
Row 4: Field ID: System identifier for field
Row 5: Required, Optional, or Conditional status: This row specifies if the field is
required, optional, or conditional. When the column is required and data is not provided,
the system will not allow the file data to be uploaded successfully. Optional fields may be
left blank. Conditional fields become required depending on the entry of other fields.
Row 6: Field Name: Common name of field
Row 7: Field Help Text: Provides a description of the field. There are 2 types of fields: 1)
an open value either text or numbers and 2) a picklist, which is a predefined list of
values:
• Open Value: Any text, number, or currency field. Text for recipient name or a
number that represents amounts. Most text types are free formats, the only
expectation is for dates, each column that represents a date describes the
accepted format. For any number field, it is not required to add “,” to represent
thousands and it is not required to add “$” to represent currency. Only add
decimal “.” when needed.
• Pick List: A picklist is predefined list of values that is accepted by the system.
When the column is a pick list, row 7 provides the list of options that the system
accepts. The picklist entry in the field must match exactly with the picklist value. If
the respondent provides a value that is not in the predefined pick list, the system
will not accept the file and will flag as an error. Responses should not contain
quotation marks.
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Figure 33 - Sample Bulk Upload Icon
Row 8: Submitted data. Row 8 is the beginning of submitted data entry. The system
accepts 1 or many rows.
Note: Do not change the content of rows 1 through 7.
c) Bulk Upload Process
There are two options for the bulk upload process. Beginning on the Q1 2024 P&E Report,
Recipients may use either option to bulk upload Subrecipient, Project, and Broadband Location
Data. For project data, the newly added excel version of the Bulk Upload Templates includes
separate tabs for each use code (i.e. Broadband Infrastructure, Digital Connectivity Technology,
and Multipurpose Community Facilities) that were previously separate files in one document. This
allows for 10,000 max records to be uploaded in one file.
Directions for both the new and legacy bulk upload processes are outlined below.
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Tabs accepting bulk upload files are clearly marked in the portal and identified in this user guide.
The template for each upload file is available on the Introduction/Bulk Templates tab for download
and in the subsequent data entry tabs (see and 34).
Figure 34 - New excel bulk uploads
Both the new and legacy bulk upload processesinclude the following steps:
Step 1) Download the template(s) from the link provided in the web application section of
the module.
Step 2) Open the template in Microsoft Excel.
Step 3) Add data starting with row 8, column B of the applicable template.
Step 4) Repeat with additional rows as needed.
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For the new excel bulk upload process:
Step 5) Select the template to upload from the drop down menu (Error! Reference
source not found.35).
Figure 35 - Uploading the excel bulk upload templates
Step 6) Attach the excel file by clicking on Upload Files or drag the file to the designated
area.
Step 7) Review and correct any errors and reupload the file (
Figure 36 - Review excel bulk upload errors
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36).
Step 8) Once errors are resolved, a message will appear confirming that the file is
uploaded (Error! Reference source not found.37). Click Create/Update Records.
Figure 37 - Create/Update Records
For the legacy bulk upload process:
Step 9) Save the template as a .CSV file.
Step 10) Click the Bulk Upload link to open the Bulk Upload box (see Error! Reference
source not found.38).
Figure 38 - Bulk Upload Pop Up 1
Step 11) Attach the .CSV file by clicking on Upload Files or drag the file to the designated
area.
Step 12) A message will appear confirming that the file is uploaded (see Error! Reference
source not found.39). Click Done.
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Figure 39 - Upload Files
Step 13) Click Validate to have the system verify the bulk upload does not have errors.
Step 14) If the system validation does not find any errors in the bulk upload, it will return a
successful screen (see Error! Reference source not found.40).
Figure 40 - Successful Bulk Upload Example
Step 15) If the system validation finds errors in the bulk upload, it will return the screen
with the list of errors. Update on screen by manually typing in the corrections in
the value column or correct the error in the file and re-upload the corrected bulk
upload file.
There are four common Bulk File Upload errors as described below:
• Blank Required Data: When a required field is left blank within the bulk upload file,
the specific bulk upload file row and cell number is provided on the screen. In the
example below, “Identification Number” was blank, and the error is located in Column
C, Row 8 (see Error! Reference source not found.41).
Figure 41 - Blank Required Data Error
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• Invalid Data: Invalid data includes any type of data (numeric or text) that does not
meet the requirements set forth in the Help Text within each bulk upload template. In
the example below, an error pertaining to the “Capital Asset Ownership Type” was
made and the error is located in Column E, Row 8 (see Error! Reference source not
found.).
Figure 42 - Invalid Data Error
• Duplicate Data: Duplicate data includes any type of data (numeric or text) that is
repeated in the same column when the Help Text within a bulk upload template
requires a unique entry. For example, unique numbers should be provided for the UEI
in the Subrecipient template. In the example below, an error pertaining to the “Unique
Entity Identifier” was made and the error is in Column D, Row 8 (see Error! Reference
source not found.).
Figure 43 - Duplicate Data Error
• Non-existent Reference: This instance would include uploading data that
references other records that do not yet exist or have not been previously uploaded
into the portal. For example, uploading a project template that is filled out correctly,
but references subrecipient identification (ID) records that have not been uploaded to
the Subrecipient tab. This will result in an error and any pre-requisite data must be
uploaded first in order for the reference to work (see Error! Reference source not
found.44).
Figure 44 - Non-Existent Reference Error
Step 16) In cases when it may be preferable to work from a master list of errors, click the
Download – Export Errors link, highlighted in the red box in Error! Reference
source not found., to download a spreadsheet detailing all errors in the bulk
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upload file. Once errors are corrected, click Update. The system will once again
check for errors.
Figure 45 - Listing of Bulk Upload Errors
Step 17) If the system validates that the bulk upload has no errors, it will return the
option to Import (see Error! Reference source not found.). Click the Import
button.
Figure 46 - Bulk Upload Creation
Step 18) Once created, the recipient’s records will show at the bottom of the relevant
screen.
d) Bulk Upload Creation Steps
The collective bulk file upload process is contingent upon users following the below
steps to ensure successful submission.
Note: All data submitted via the legacy bulk upload
functionality must be sbmitted as a .CSV file.
e) CSV Guidance
Refer to the following link for descriptions of the CSV format.
https://en.wikipedia.org/wiki/Comma-separated_values
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f) Specific CSV characteristics
• The date format is: MM/DD/YYYY. Example:
a. 06/22/2022
• All currency values are numeric. It is not required to add “,” for thousand or millions.
• Do not include a “$” sign for currency values. The file will be rejected if a “$” is
included in the data entry.
• Once the excel spreadsheet has been saved as a .csv file, do not re-open the file.
Re-opening the file will cause excel to possible revert to an .xls type file and leading
zeros or other issues may occur.
g) Upload Template Description
Each data element and/or column in the CSV files is described below:
• Index No: Reference number for the data element. For internal use only.
• Defined term: Column short description.
• Definition: Column long description or definition.
• CSV Column Name: The column header name that must be used in the CSV
file.
• Required: Indicates if the column is required or not required.
• List Value: The content of the column is from a list of predefined values. This
is valid for some of the columns. The list is provided for all cases. Most of the
cases is N/A which means that the type is ether String or Numeric.
• Data type: Specify the data type of the column. The options are: Numeric,
Text, Date and Pick List.
• Max Length: Indicates the maximum length in characters that is allowed for
each column.
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Appendix B – CPF Use Case Programmatic Data
The downloadable templates contain information required to create the upload files, including
definitions, value, type, and length. Templates can be downloaded from the CPF Recipient
Compliance and Reporting Responsibilities webpage and in the portal.
a) General Project Information
REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Program Plan ID
(new excel bulk Program grant plan identifier Required n/a Text 100
upload only)
Project Name Name of the project Required n/a Text 100
Identification Identification number assigned
Required n/a Text 20
Number to project by recipient
Subrecipient
Unique Entity The UEI of this subrecipient Required n/a Number 12
Identifier (UEI)
Subrecipient Tax
The EIN number of this
Identification Required n/a Number 9
subrecipient
Number (TIN)
Project
Brief description of the project Required n/a Text 3000
Description
Private,
Public Private,
Partnership,
Municipal
Capital Asset The Capital Asset Ownership Government,
Required Picklist n/a
Ownership Type type Tribal
Government,
Non-profit,
Cooperative,
Other
Total CPF
Total CPF funding for the
Funding for the Required n/a Currency 16
project
Project
Total from all
Total from all funding sources Required n/a Currency 16
Funding Sources
Narrative Brief description of the "Other"
Conditional n/a Text 3000
Description Capital Asset Ownership Type
Current Period Total dollar value of obligations
Required n/a Number 15
Obligation for this current reporting period
Total dollar value of
Current Period
expenditures for this current Required n/a Currency 15
Expenditure
reporting period
Cumulative Total dollar value of obligations
Required n/a Currency 15
Obligation for this project
Cumulative Total dollar value of
Required n/a Currency 15
Expenditure expenditures for this project
Total amount of program
Current Period
income earned within the Optional n/a Currency 15
Program Income
current report period
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REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Earned (1B and
1C only)
Current Period
Total amount of program
Program Income
income expended within the Optional n/a Currency 15
Expended (1B
current report period
and 1C only)
Cumulative Total amount of program
Program Income income earned from award
Optional n/a Currency 15
Earned (1B and date through the end of the
1C only) report period
Cumulative Total amount of program
Program Income income expended from award
Optional n/a Currency 15
Expended (1B date through the end of the
and 1C only) report period
If any program income was
reported, answer the following:
Program Income “Was program income added
Yes
Pursuant (1B to the CPF award pursuant to Conditional Picklist n/a
No
and 1C only) 2 CFR 200.307(e) and used
for the purposes and under the
conditions of the CPF award?”
Program Income If “No” was selected for the
Pursuant previous question regarding
Conditional n/a Text 3000
Explanation (1B program income, please
and 1C only) provide an explanation.
Brief description of the major
activities on which funds were
Major Activities expended during the reporting
Required n/a Text 3000
Description period, including costs related
to community engagement and
any other Ancillary Costs
Not started,
Less than 50
percent
complete,
Completion status of the
Project Status Required More than 50 Picklist n/a
project
percent
complete,
Completed,
Cancelled
Projected
The projected start date of
Construction Conditional n/a Date 8
construction
Start Date
Projected
The projected completion date
Construction Conditional n/a Date 8
of construction
Completion Date
Projected
The project initiation of
Initiation of Conditional n/a Date 8
operations
Operations
Actual
The actual start date of
Construction Conditional n/a Date 6
construction
Start Date
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REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Actual
The actual completion date of
Construction Conditional n/a Date 6
construction
Completion Date
Operations Confirmation on whether Yes
Conditional Picklist 3
initiated operations have been initiated No
Actual The actual start date of
Conditional n/a Date 8
Operations Date operations
Brief explanation of why
Operations
operations have not been Conditional n/a Text 3000
Explanation
initiated
Other Federal Confirmation on whether other Yes
Required Picklist n/a
Funding federal funding has been used No
Provide the Program Name of
Federal Funding
the other program(s) providing Conditional n/a Text 3000
Program Name
federal funding
Provide the Assistance Listing
Federal Funding
number of the other
Assistance Conditional n/a Text 3000
program(s) providing federal
Listing Number
funding
Federal Funding Provide the amount of the
Assistance other federal funding obligated Conditional n/a Text 3000
Listing Amount (by Assistance Listing)
Is this other federal funding
Federal Funding Yes
subject to the requirements of Conditional Picklist n/a
Davis Bacon Act No
the Davis-Bacon Act?
Confirmation on whether CPF
used as a State’s non-federal
share (also known as
Yes
Matching Funds “matching funds”) for certain Required Picklist n/a
No
other federal programs as
specifically permitted under
statute?
Provision of the Program
Name and Assistance Listing
of the other federal program
Program
that is being matched, as well Conditional n/a Text 50
Information
as statutory citation permitting
CPF funds to be used as
nonfederal matching funds
Amount of The total amount of CPF funds
Conditional n/a Currency 15
Matching Funds being used as matching funds
Brief description of the project,
Target Project including the total anticipated
Conditional n/a Text 3000
Information costs for the project from all
funding sources
Davis Bacon Certification of Davis Bacon Yes
Conditional Picklist n/a
Certification requirements No
Number of Direct Number of employees on the
Conditional n/a Number 11
Employees project hired directly
Number of employees of
Number of
contractors and sub-
Contractor Conditional n/a Number 10
contractors working on the
Employees
project
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REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Number of employees on the
Number of 3rd
project hired through a third Conditional n/a Number 12
Party Employees
party
Confirmation on whether any
Any Wages Less Yes
of the wages at rates less than Conditional Picklist n/a
Than Prevailing No
those prevailing
Worker Wages
Wages and benefits of workers
and Benefits by Conditional n/a Text 3000
on the project by classification
Classification
Certification that 'the indicated
project includes a project labor
agreement, meaning a pre-hire
Project Labor collective bargaining Yes
Conditional Picklist n/a
Certification agreement consistent with No
section 8(f) of the National
Labor Relations Act (29 U.S.C.
158(f))
Explanation of how the
Recipient will ensure the
Project has ready access to a
Assurance of sufficient supply of
Conditional n/a Text 3000
Adequate Labor appropriately skilled and
unskilled labor to ensure high-
quality construction throughout
the life of the Project
Explanation of how the
recipient will minimize risks of
labor disputes and disruptions
Minimizing Risks Conditional n/a Text 3000
that would jeopardize
timeliness and cost-
effectiveness of the project
Explanation of how the
recipient will provide a safe
and healthy workplace that
avoids delays and costs
associated with workplace
Safe and Healthy
illnesses, injuries, and Conditional n/a Text 3000
Workplace
fatalities, including descriptions
of safety training, certification,
and/or licensure requirements
for all relevant workers (e.g.,
OSHA 10, OSHA 30)
Confirmation of if workers on
the project receive wages and
benefits that will secure an Yes
Adequate Wages Conditional Picklist n/a
appropriately skilled workforce No
in the context of the local or
regional labor market
Confirmation of if the project
Project Labor Yes
has a completed project labor Conditional Picklist n/a
Agreement No
agreement
Prioritize Local Confirmation of if the project Yes
Conditional Picklist n/a
Hires prioritizes local hires No
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REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Community Confirmation of if the project
Yes
Benefit has a Community Benefit Conditional Picklist n/a
No
Agreement Agreement
Description of
Community Description of Community
Conditional n/a Text 3000
Benefit Benefit Agreement
Agreement
b) 1A Broadband Infrastructure Template
REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Is this a middle Select “Yes” if the project is a Yes
Optional Picklist n/a
mile project? middle mile project No
Fiber,
Technology_ Type Coaxial Cable,
Type of technology (Planned) Required Picklist n/a
(Planned) Fixed Wireless,
Other
Fiber,
Technology Type Coaxial Cable,
Type of technology (Actual) Conditional Picklist n/a
(Actual) Fixed Wireless,
Other
If Other, specify Explanation of Other type of
Conditional n/a Text 3000
(Planned) technology (Planned)
If Other, specify Explanation of Other type of
Conditional n/a Text 3000
(Actual) technology (Actual)
Total Miles of
Total number of miles of fiber
Fiber Deployed Required n/a Number 10
planned for deployment.
(Planned)
Total Miles of
Total number of miles of fiber
Fiber Deployed Conditional n/a Number 10
deployed.
(Actual)
Total Number of
Total number of locations
Locations Served Required n/a Number 10
planned to be served.
(Planned)
Total Number of
Total number of locations
Locations Served Conditional n/a Number 10
served.
(Actual)
Total number of locations
25/3 Mbps or served receiving less than
Required n/a Number 10
below (Planned) 25/3 Mbps (Pre - CPF
Investment) (Planned)
Total number of locations
25/3 Mbps and served receiving 25/3 Mbps
100/20 Mbps or greater but less than Required n/a Number 10
(Planned) 100/20 Mbps (Pre- CPF
Investment) (Planned)
Minimum 100/100 Total number receiving
Required n/a Number 10
Mbps (Planned) minimum 100/100 Mbps
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REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
(Post - CPF Investment)
(Planned)
Total number receiving
Minimum 100/100 minimum 100/100 Mbps
Conditional n/a Number 10
Mbps (Actual) (Post - CPF Investment)
(Actual)
Total number receiving
100/20 Mbps to minimum 100/20 Mbps and
100/100 Mbps scalable to 100/100 Mbps Required n/a Number 10
(Planned) (Post - CPF Investment)
(Planned)
Total number receiving
100/20 Mbps to minimum 100/20 Mbps and
100/100 Mbps scalable to 100/100 Mbps Conditional n/a Number 10
(Actual) (Post - CPF Investment)
(Actual).
Explain if the sum of number
of locations served pre-CPF
Explanation of
Investment, or post-CPF
Discrepancy
Investment, does not equal Conditional n/a Text 3000
(Location by
the Total Number of
Speed)
Locations Served for planned
or actual columns.
Explain if the sum of
residential, business, and
Explanation of community anchor
Discrepancy institutions does not equal Conditional n/a Text 3000
(Location Type) Total Number of Locations
Served for planned or actual
columns
Total Number of
Locations Served Total Number of Locations
by Type - Served by Type - Residential Required n/a Number 10
Residential (Planned)
(Planned)
Total Number of
Locations Served Total Number of Locations
by Type - Served by Type - Residential Conditional n/a Number 10
Residential (Actual)
(Actual)
Total Number of Locations
Total Housing
Served by Type - Total Required n/a Number 10
Units (Planned)
Housing Units (Planned)
Total Number of Locations
Total Housing
Served by Type - Total Conditional n/a Number 10
Units (Actual)
Housing Units (Actual)
Total Number of
Locations Served Total Number of Locations
by Type - Served by Type - Business Required n/a Number 10
Business (Planned)
(Planned)
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REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Total Number of
Total Number of Locations
Locations Served
Served by Type - Business Conditional n/a Number 10
by Type -
(Actual)
Business (Actual)
Total Number of
Locations Served
Total Number of Locations
by Type -
Served by Type - Community Required n/a Number 10
Community
Anchor Institution (Planned)
Anchor Institution
(Planned)
Total Number of
Locations Served
Total Number of Locations
by Type -
Served by Type - Community Conditional n/a Number 10
Community
Anchor Institution (Actual)
Anchor Institution
(Actual)
Upload file template on
speed tiers offered and
corresponding non-
Speeds and Prices promotional prices, including Conditional n/a n/a n/a
associated fees, for each
speed tier of broadband
service.
Confirmation on whether the
Affordable
provider participating in the Yes
Connectivity Optional Picklist n/a
FCC’s Affordable No
Program (ACP)
Connectivity Program (ACP).
Upload file template on
Project Location Conditional n/a n/a n/a
Project Location fields.
c) 1B Digital Connectivity Technology Template
REQUIRED/
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Street 1 (Planned) The first planned street Required n/a String 40
Street 2 (Planned) The second planned street Optional n/a String 40
Street 1 (Actual) The actual first street Conditional n/a String 40
Street 2 (Actual) The actual second street Optional n/a String 40
City (Planned) The planned city Required n/a String 40
City (Actual) The actual city Conditional n/a String 40
State (Planned) The planned state Required n/a Picklist 2
All 50 States
State (Actual) The actual state Conditional and U.S. Picklist n/a
territories
Zip Code
The planned zip code Required n/a Number 5
(Planned)
Zip Code (Actual) The actual zip code Conditional n/a Number 5
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REQUIRED/
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Yes
Same Address The actual address Conditional Picklist n/a
No
Please enter the number of
laptops planned for
Laptops (Planned) Required n/a Number 10
purchase. (Max length - 10
Characters)
Laptops (Actual) The actual number of laptops Conditional n/a Number 10
Laptops
The planned expenditure for
Expenditure Required n/a Number 10
laptops
(Planned)
Laptops
The actual expenditure for
Expenditure Conditional n/a Number 10
laptops
(Actual)
The planned number of
Tablets (Planned) Required n/a Number 10
tablets
Tablets (Actual) The actual number of tablets Conditional n/a Number 10
Tablets
The planned expenditure for
Expenditure Required n/a Number 10
tablets
(Planned)
Tablets
The actual expenditure for
Expenditure Conditional n/a Number 10
tablets
(Actual)
Desktop
The planned number of
Computers Required n/a Number 10
desktop computers
(Planned)
Desktop
The actual number of
Computers Conditional n/a Number 10
desktop computers
(Actual)
Desktop
Computers The planned expenditure for
Required n/a Number 10
Expenditure desktop computers
(Planned)
Desktop
Computers The actual expenditure for
Conditional n/a Number 10
Expenditure desktop computers
(Actual)
The number of WiFi
Public WiFi
equipment planned for Required n/a Number 10
(Planned)
purchase
The number of WiFi
Public WiFi
equipment actually Conditional n/a Number 10
(Actual)
purchased
Public WiFi The planned expenditure for
Required n/a Number 10
Expend. (Planned) WiFi equipment
Public WiFi The actual expenditure for
Conditional n/a Number 10
Expend. (Actual) WiFi equipment
Other Devices The number of other devices
Required n/a Number 10
(Planned) planned for purchase
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Project and Expenditure Report User Guide 58
REQUIRED/
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Other Devices The number of other devices
Conditional n/a Currency 10
(Actual) actually purchased
Other Expend. The planned expenditure for
Required n/a Number 10
(Planned) other devices
Other Expend. The actual expenditure for
Conditional n/a Currency 10
(Actual) other devices
Explanation of Explanation of other
Conditional n/a Text 3000
Other Expend. expenditures
Number of Users The planned total number of
Required n/a Number 10
(Planned) individuals using devices
Number of Users The planned total number of
Conditional n/a Number 10
(Actual) individuals using devices
The planned number and
types of digital literacy
trainings and other support
services provided to enable
Brief Narrative
use of the devices, including Required n/a String 3000
(Planned)
the number of individuals
who attend or make use of
the trainings and support
services
Provide a brief narrative
explaining the number and
types of digital literacy
trainings and other support
Brief Narrative services provided to enable
Conditional n/a String 3000
(Actual) use of the devices, including
the number of individuals
who attend or make use of
the trainings and support
services.
The measurement of the
Measurement of Project’s effectiveness and Yes
Required Picklist n/a
Effectiveness? impact through data No
collection, such as surveys.
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Project and Expenditure Report User Guide 59
d) 1C Multi-Purpose Community Facility Template
REQUIRED / MAX
LIST DATA
FIELD NAME DEFINITION OPTIONAL / LENGT
VALUES TYPE
CONDITIONAL H
Street 1 (Planned) The planned first street Required n/a Text 40
Street 2 (Planned) The planned second street Optional n/a Text 40
Street 1 (Actual) The actual first street Conditional n/a Text 40
Street 2 (Actual) The actual second street Optional n/a Text 40
City (Planned) The planned city Required n/a Text 40
City (Actual) The actual city Conditional n/a Text 40
All 50 States
State (Planned) The planned state Required and U.S. Picklist n/a
territories
All 50 States
State (Actual) The actual state Conditional and U.S. Picklist n/a
territories
Zip Code
The planned zip code Required n/a Number 5
(Planned)
Zip Code (Actual) The actual zip code Conditional n/a Number 5
Confirmation that the actual
address the same as the Yes
Same Address planned address Conditional Picklist n/a
No
New
Type of
The type of investment Required Construction, Picklist n/a
Investment
Renovation
Classrooms The planned type of capital
Required n/a Number 10
(Planned) asset and number of features
The actual type of capital
Classrooms
asset and number of Conditional n/a Number 10
(Actual)
classroom features
The planned type of capital
Computer labs asset and number of
Required n/a Number 10
(Planned) computer lab features -
Computer lab
The actual type of capital
Computer labs
asset and number of Conditional n/a Number 10
(Actual)
computer lab features
The planned type of capital
Multi-purpose
asset and number of multi- Required n/a Number 10
Spaces (Planned)
purpose features
The actual type of capital
Multi-purpose
asset and number of multi- Conditional n/a Number 10
Spaces (Actual)
purpose features
The planned type of capital
Telemedicine asset and number of
telemedicine features Required n/a Number 10
Rooms (Planned)
The actual type of capital
Telemedicine
asset and number of Conditional n/a Number 10
Rooms (Actual)
telemedicine room features
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Project and Expenditure Report User Guide 60
REQUIRED / MAX
LIST DATA
FIELD NAME DEFINITION OPTIONAL / LENGT
VALUES TYPE
CONDITIONAL H
The planned type of capital
Other Capital
asset and number of other Required n/a Number 10
Assets (Planned)
features
The actual type of capital
Other Capital
asset and number of other Conditional n/a Number 10
Assets (Actual)
features
If “Other” selected, specify
Type and
the type of capital asset and Conditional n/a Text 3000
Features
number of features
Total square Planned total square footage
Required n/a Number 10
footage (Planned) funded by CPF dollars
Total square Actual total square footage
Conditional n/a Number 10
footage (Actual) funded by CPF dollars
Total Number of Actual number of individuals
Conditional n/a Number 10
Users (Actual) utilizing the capital assets
Does the Multi-Purpose
Access to Public Community Facility have Yes
Conditional Picklist n/a
Transit proximate access to public No
transportation opportunities
e) Subrecipient Template
REQUIRED /
DATA MAX
FIELD NAME DEFINITION OPTIONAL / LIST VALUES
TYPE LENGTH
CONDITIONAL
Subrecipient
Subrecipient name Required n/a Text 80
Name
Subrecipient Tax The EIN number of this
Required n/a Number 9
ID Number (TIN) subrecipient
Unique Entity The UEI of this subrecipient
Required n/a Number 12
Identifier (UEI)
Name for the point of contact
POC Name Required n/a Text 80
for this subrecipient.
POC Phone Phone number for the point of
Required n/a Number 10
Number contact for this subrecipient.
POC Email Email address for the point of
Required n/a Text 80
Address contact for this subrecipient.
The zip code for this
Zip5 Required n/a Number 5
subrecipient
Zip4 The zip+4 for this subrecipient Optional n/a Number 4
The street address for the
Address Line 1 Required n/a String 40
subrecipient
Address Line 2 Additional address information Optional n/a String 40
Address Line 3 Additional address information Optional n/a Text 40
City The city of this subrecipient Required n/a String 100
The standard two letter Two-letter
State Abbreviated Required Picklist 2
abbreviation for the abbreviation
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Project and Expenditure Report User Guide 61
REQUIRED /
DATA MAX
FIELD NAME DEFINITION OPTIONAL / LIST VALUES
TYPE LENGTH
CONDITIONAL
state/territory of this
subrecipient.
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Project and Expenditure Report User Guide 62
Appendix C – CPF 1A – Broadband Infrastructure Templates
a) Location Data Template
The downloadable template covers fields related to broadband infrastructure project location.
The templates can be downloaded from the CPF Recipient Compliance and Reporting
Responsibilities webpage and in the portal.
REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Project Name Name of the project Required n/a Text 100
Identification number
Identification
assigned to project by Required n/a Text 20
Number
recipient
Site specific fabric
identification number from
the FCC broadband funded
Fabric ID Number Required n/a Text 20
locations map that
corresponds with the location
in the field provided
Latitude data for the location
Location Latitude Required n/a Number 20
to which service is installed
Longitude data for the
Location
location to which service is Required n/a Number 20
Longitude
installed
FCC-provided ID for
Provider ID Providers that will align with
Required n/a Text 20
Number the entity that files or will file
BDC data.
Fiber,
Coaxial Cable,
Technology Type Type of technology at
Required Fixed Picklist n/a
at Location location
Wireless,
Other
Explanation of Other type of Conditional – other
If Other, Specify n/a Number 20
technology (Planned) technology type
Residential;
Business;
Location Type Type of location Required Community Picklist n/a
Anchor
Institution
Conditional –
Housing Units at Number of housing units at
Residential n/a Number 20
Location residential locations
Location Type
Below 25/3
Mbps;
Speed Pre- Internet speed prior to CPF 25/3 Mbps or
Required Picklist n/a
Investment investment greater but
less than
100/20 Mbps
Maximum Maximum download speed
Download Speed offered/advertised at this Required n/a Text 20
Offered at location post CPF investment
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REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Location Post-
Investment
Maximum
Download Speed Maximum Download Speed
Conditional –
Delivered at Delivered at Location Post- n/a Text 20
Project Status
Location Post- Investment
Investment
Maximum Upload
Maximum upload speed
Speed Offered at
offered at location Post Required n/a Text 20
Location Post-
Investment
Investment
Maximum Upload
Maximum upload speed
Speed Delivered Conditional –
delivered at location post- n/a Text 20
at Location Post- Project Status
investment
Investment
Latency Delivered
at Location Post- Latency delivered at location Conditional –
n/a Text 20
Investment post-investment Project Status
Locations that were reported
Void Location in error or are no longer part Optional Void; Display Picklist n/a
of the project
When working with the bulk upload location data, there are several key considerations to help
make the process run more smoothly:
• Use the Correct Template: To provide better data quality, Treasury updated the
template for bulk uploads starting with the 2023 Q3 report (found here). Using the older
template will produce errors from the upload. As of Q1 2024, Recipients also have the
option to use the newly added excel version of the Bulk Upload Templates.
• One File Per Project: Each project should have a single bulk upload with all the
locations associated with that project. Each 1A project will need to have its own upload
for the location data associated with that upload. Uploading all location data in a single
file for multiple projects can lead to overflow problems, making the upload time out.
• Ensure that all required fields are included: Make sure that every required field has
correct data in it. Some fields will be conditionally required based on project status,
technology type, or location type. Please ensure that such fields are included.
When updating location data reported in previous quarters (including reporting the maximum
upload and download speed delivered and latency fields required for completed projects), there
are several key considerations to help make the process run more smoothly:
• Download existing location data: Download data that was uploaded in previous
reporting periods. This will provide a complete list of all locations associated with the
project and a system-assigned location identifier, which allows records to be edited and
updated.
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Project and Expenditure Report User Guide 64
• Void locations: If locations are no longer part of the project or were previously reported
in error, set the status to void. This will remove the locations from the project’s location
list.
• Reupload edited data: Save the downloaded and edited file as a .csv and reupload it in
the portal. This will update the existing location records.
b) Speed Tier and Pricing Template
REQUIRED /
LIST DATA MAX
FIELD NAME DEFINITION OPTIONAL /
VALUES TYPE LENGTH
CONDITIONAL
Identification number
Identification
assigned to project by Required n/a Text 20
Number
recipient
This is used as the unique
identifier to update existing
Name records. ONLY populate this Optional n/a Text 20
field if you are updating
existing records
The download speed at
Download Speed Required n/a Text 20
which service is offered
The download speed at
Upload Speed Required n/a Text 20
which service is offered
Residential;
Type of Service Type of service package Required Business; Picklist n/a
Other
If "Other", please Explanation of Other type of
Conditional n/a Text 20
specify service
The non-promotional base
Base Monthly price for service at the speed
Required n/a Text 20
Price tier, not including associated
fees or taxes.
The amount of any one-time
One-time Fees fees associated with service Required n/a Text 20
at this speed tier
Installation
Fee; Early
Type of One-time
The type of one-time fee Required Termination Picklist n/a
Fee
Fee; Other;
N/A
The amount of any monthly
Monthly Fees recurring fees associated Required n/a Text 20
with service at this speed tier
Modem/Router
rental;
Gateway
Type of Monthly The type of monthly recurring Access;
Required Picklist n/a
Fee fee Managed
WiFi; Autopay
discount;
Other; N/A
Coronavirus Capital Projects Fund:
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Project and Expenditure Report User Guide 65
Appendix D – Frequently Asked Questions (FAQs)
1) What are the definitison for classifying each location type?
The definitions for each location type, including housing units, can be found below:
Residential Location: A residential location is defined by the FCC as a location that is or
contains “housing units” or “group quarters” based on the U.S. Census Bureau’s definition of
these terms.3 For all locations identified as “residential,” the recipient must also document
the total number of “housing units” at that location.
Housing Unit: A housing unit is defined by the Census Bureau as a house, an apartment,
a mobile home, a group of rooms, or a single room that is occupied (or if vacant, is
intended for occupancy) as separate living quarters. Separate living quarters are those
in which the occupants live and eat separately from any other persons in the building
and which have direct access from the outside of the building or through a common hall.
Business Location: A business location is defined as a non-residential structure on a
property without residential locations that would expect to demand internet access services.4
Community Anchor Institution: A community anchor institution means an entity, such as a
school, library, health clinic, health center, hospital or other medical provider, public safety
entity, institution of higher education, public housing organization,5 or community support
organization that facilitates greater use of broadband service by vulnerable populations,
including, but not limited to, low-income individuals, unemployed individuals, children, the
incarcerated, and aged individuals.
2) Can records be edited or updated after submission? How do I report changes?
Users can reopen and provide edits to their submitted Project and Expenditure Reports any
time before the reporting deadline. Users will then be required to re-certify and submit the
report to properly reflect any edits made.
3) How can users correct or edit pre-populated information or project information in the
portal?
Please email CapitalProjectsFund@treasury.gov and explain the necessary edits.
3
See Establishing the Digital Opportunity Data Collection; Modernizing the FCC Form 477 Data Program,
WC Docket Nos. 19‐195, 11‐10, Third Report and Order, 36 FCC Rcd 1126, 1175 para. 127 (2021)(Third
Report and Order).
4
See Establishing the Digital Opportunity Data Collection; Modernizing the FCC Form 477 Data Program,
WC Docket Nos. 19‐195, 11‐10, Third Report and Order, 36 FCC Rcd 1126, 1175 para. 128 (2021).
5
This term is used broadly and includes any public housing agency, HUD-assisted housing organizations
or Tribal housing organization.
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Project and Expenditure Report User Guide 66
4) Who is authorized to designate the Account Administrator, Communications Only, the
Point of Contact for Reporting, Point of Contact for Submission, and the Authorized
Representative for Reporting for my organization’s CPF’s award?
Treasury requests that each CPF recipient follow its own decision-making procedures in
making the five designations for each award.
5) What is the deadline for making the designation?
Treasury requests that recipients make designations as soon as possible to enable the
recipient to submit required reports.
6) What are the responsibilities for each of the five designated roles?
The required roles are as follows:
• Account Administrator serves in the administrative role of maintaining the names
of individuals who have been designated for roles in the portal. The Account
Administrator is responsible for using the portal to provide the names of individuals
designated as the CPF Point of Contact for Reporting, CPF Point of Contact for
Submission and the CPF Authorized Representative. The Account Administrator is
responsible for making any changes or updates to these designees over the award
period. Finally, the Account Administrator is able to review and provide information
for reports, but they are not able to submit a report (as noted below, the Authorized
Representative is the only designee with authority to submit a report). Treasury
recommends that the Account Administrator identify an additional individual to serve
as the Account Administrator to provide continuity in the event of staff changes,
vacations, or other scenarios.
• Communications Only are individuals representing or related to program
participants who do not need access to submissions or reports in the portal but do
need to receive program communications. For example, a higher-level manager or
executive overseeing a recipient’s implementation of one or more particular
CARES/ARP programs may neither need nor want access to the portal but does
need to have a Contact record in Salesforce, does need to be affiliated with certain
CARES/ARP program(s), and does need to receive certain program
communications.
• Point of Contact for Reporting acts as primary contact for receiving official
Treasury notifications about CPF reporting including alerts about upcoming reporting,
requirements, and deadlines. The Point of Contact for Reporting is responsible for
completing the CPF reports, but the portal will not allow them to certify and submit
the reports. More than one individual may be designated as a Point of Contact for
Reporting.
• Point of Contact for Submission can see and edit all records related to submission
(application, grant/program plan(s), admin fund changes, payment requests), but the
portal will not allow them to certify and submit reports in the system. More than one
individual may be designated as a Point of Contact for Submission.
• Authorized Representative is responsible for certifying and submitting official
reports on behalf of the CPF recipient. Treasury will accept reports or other official
communications only when submitted by the Authorized Representative. The
Coronavirus Capital Projects Fund:
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Project and Expenditure Report User Guide 67
Authorized Representative is also responsible for communications with Treasury on
such matters as extension requests and amendments of previously submitted
reports. The official reports may include special reports, monthly reports, quarterly
reports, interim reports, and final reports. The Authorized Representative can
see/edit/submit all reports, for both submission and reporting.
7) May one individual be designated for multiple roles?
Yes, an individual may be designated for multiple roles. For example, the individual
designated as the Account Administrator can also be designated as the Authorized
Representative for Reporting or Point of Contact for Reporting. It is also acceptable to
designate one individual for all five roles though Treasury recommends at least two
individuals be assigned the account administrator role, where practicable.
8) May user designations change from time to time?
Yes, the Account Administrator is able to make changes and updates to the list of
designated individuals whenever needed.
9) Must each of the designated individuals register for using portal?
Yes, anyone designated for any of the roles must register with ID.me or Login.gov before
they will be given access to the portal. Please contact CapitalProjectsFund@treasury.gov
for more information and guidance on registering with ID.me or Login.gov. If the individual
has already registered with ID.me, they do not have to register with Login.gov to access
reports.
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Project and Expenditure Report User Guide 68
Revision Log
VERSION DATE PUBLISHED SUMMARY OF CHANGES
1 10/06/2022 Initial Release
Updated with requirement to provide standardized FCC identifiers
2 07/20/2023
for Broadband Infrastrure Location Data uploads.
Updated to clarify that projects tab includes awards and subawards
3 10/6/2023 and to include instructions on the bulk upload for broadband location
data.
Updated to provide additional information on how to enter data by
bulk upload, to add additional help text for Recipients, to move
4 12/27/2023 location type definitions to Appendix D, and to reorganize User
Guide sections to match the order in which data is entered on the
report.
Updated to provide information on reporting program income for 1B
5 3/28/2024 and 1C projects, excel loader bulk upload functionality, reporting
cancelled projects, and overall portal enhancements.
6 6/29/2024 Updated to reflect portal enhancements.
Updated with formatting enhancements and to clarify speed and
7 9/30/2024
latency for completed projects.
Updated to reflect addition of a bulk upload function for required
8 12/18/2025 speed tier and pricing data and details on updating previously
reported location data.
Coronavirus Capital Projects Fund:
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Project and Expenditure Report User Guide 69
Coronavirus Capital Projects Fund:
States, Territories, and Freely Associated States
Project and Expenditure Report User Guide 70
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