Treasury, HAF Quarterly and Annual Reports (HAF Tribal Report Oct 2024)
Summary
A Treasury slide deck, dated November 2024, giving Tribal governments an overview of Homeowner Assistance Fund (HAF) quarterly and annual reports; it says it is educational and not binding policy guidance. It points to the 2024, 2023 and 2022 Compliance Supplement. Quarterly reports carry more quantitative data: Tribes with a HAF award that exceeds $5 million file 45 days after the end of each quarterly reporting period, and Tribes below $5 million file one cumulative report through September 30, due mid-November each year. Annual reports carry more qualitative data on each year's activities and are also due mid-November. Only an authorized user with an ID.me verified account can submit a HAF Plan and reports, and the deck warns that Treasury's Portal does not work well on Internet Explorer.
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“Treasury, HAF Quarterly and Annual Reports (HAF Tribal Report Oct 2024).”
Original at home.treasury.gov. Archived at Pandemic Darlings, https://pandemicdarlings.com/source-documents/treasury-haf-quarterly-and-annual-reports-haf-tribal-report-oct-2024-e887ccdc50/
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U.S. DEPARTMENT OF THE TREASURY
AN OVERVIEW OF
Tribal Governments’ HAF Quarterly
and Annual Reports
November 2024
2
Disclaimer
This presentation is designed to give an overview of the
Homeowner Assistance Fund (HAF) quarterly and annual
reporting process under the HAF program for educational
purposes. It should not be construed as legal advice or a
statement of binding policy guidance from the Treasury.
For official Treasury guidance, go to: www.Treasury.gov/HAF
3
Importance of Compliance Reporting
Compliance Supplement
• 2024 Compliance Supplement
• 2023 Compliance Supplement
• 2022 Compliance Supplement
4
Importance of Compliance Reporting
HAF Financial Assistance Agreement
5
Review before you start
Go to: http://www.treasury.gov/HAF
Updated
resource!
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Review before you start
New section!
HAF Guidance Page
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Tips
• Accessing Treasury’s Portal requires ID.me or Login.gov
• The email associated with your ID.me or Login.gov account must be associated
with your Tribe’s account within Treasury’s Portal
• Only an authorized user using an ID.me verified account can submit a
HAF Plan and reports
• Enable pop-ups in your browser
• Browsers that work well with the portal:
• Microsoft Edge
• Google Chrome
• Most recent version of Safari
• Treasury’s Portal does not work well on Internet Explorer.
• Click “save” when you’ve completed each section then click “next” to
move forward to the next section
• Look for the validation buttons at the end of each page which may require
scrolling:
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Commonly Asked Questions
1. Do we have to complete both the quarterly and annual report? What’s the difference?
• Quarterly reports capture more quantitative data.
– For Tribes with a HAF award that exceed $5 million, quarterly reports are due 45 days after the end of each
quarterly reporting period.
– For Tribes with a HAF award that is less than $5 million, one quarterly report reflecting cumulative activities
through September 30 is due mid-November each year.
• Annual reports capture more qualitative data.
– All Tribes are required to complete and submit an Annual report reflecting activities October 1 - September
30 that is due mid-November each year.
2. What is the reporting period for annual and quarterly reports?
• Annual reports must reflect activities funded with the HAF award from October 1 – September 30.
• Quarterly reports for Tribes with a HAF award that exceed $5 million must reflect HAF award funded activities
from the award start date through the end date of the latest [or each] reporting quarter.
• Quarterly reports for Tribes with a HAF award that is less than $5 million must reflect HAF award funded
activities from the award start date through September 30.
3. Do we still have to report if we haven’t spent any of the funds?
• Yes, your Tribe should complete and submit to Treasury each required report regardless of the amount of HAF
award funds expended for each reporting period.
4. When does the HAF Award Period of Performance end?
• The HAF Award Period of Performance ends on September 30, 2026. All HAF award funds must be obligated by
that date and expenditures for such obligations must be completed no later than 120 days after that date.
5. What is an obligation?
• An obligation is an order placed for property and services, entry into contracts, subawards, and similar
transactions that require payment by the Tribe to a person or vendor with HAF funds (as defined in Uniform
Guidance at 2 CFR 200.1,). For example, an approved invoice, application, timesheet, purchase order, etc. are
examples of documentation that supports that your Tribe is obligated to pay a person or a vendor.
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Reporting Deadlines
Next Reports due:
Quarterly – November 15, 2024
Annual – November 15, 2024
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Accessing Treasury’s Portal
Enter the portal with your credentials
Using Login.gov: https://portal.treasury.gov/compliance/s
Using ID.me: https://portal.treasury.gov/cares/s/HAF
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Accessing Treasury’s Portal
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Accessing Your Tribe’s HAF Submissions
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Finding Reports
Click to open
Click to edit
Report Type
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HAF Quarterly Report
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Instructions
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Participant Information This will be filled out
Update contacts by clicking “Manage Contacts” button
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Budget Reporting
• Double check the
administrative costs are
at or below 15% total
allocation
• Click “Save Information”
when complete
First click “Save” to update totals
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Budget Reporting - Errors
Be sure to click this box to acknowledge and provide an explanation.
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Programmatic Information
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Programmatic Information
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Programs
1
2
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Add/Edit Program
1
2
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Design Element Errors
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Obligations & Expenditures Verification
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Participant Compliance
Based on your responses, a corresponding question will appear for further explanation.
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Participant Compliance – New Questions
4: Did your program(s) Expend at least 60% of Monetary HAF assistance to
homeowners with incomes less than the greater of 100% AMI or US Median
Income?
• Select “Yes” if the participant Expended at least 60% of HAF assistance to Homeowners with income
less than the greater of either 100% AMI or US Median Income.
• Otherwise, select “No”. Provide a narrative explanation for all “No” answers.
5a: Please enter the dollar amounts of Monetary HAF assistance that have been
Obligated to Homeowners with incomes less than the greater of 100% AMI or US
Median Income.
• Please enter the cumulative dollar amount of monetary HAF assistance Obligated to Homeowners
with income less than the greater of either 100% AMI or US Median Income.
5b: Please enter the dollar amounts of Monetary HAF assistance that have been
Expended to Homeowners with incomes less than the greater of 100% AMI or US
Median Income.
• Please enter the cumulative dollar amount of monetary HAF assistance Expended to Homeowners
with income less than the greater of either 100% AMI or US Median Income.
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Certification – Authorized Users Only
Your Name email@service.com
Your Title 1
2
3
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HAF Annual Report
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Finding Reports
Click to open
Click to edit
Annual
Report Type
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Introduction
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If your Tribe has not yet submitted a HAF Plan
DATE
Your Tribe
Your Name youremail@tribe.net
Enter Your Name Here
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If your Tribe has submitted a HAF Plan that has not yet been approved
Your Tribe
Your Name youremail@tribe.net
Enter Your Name Here
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HAF Plan Approved After Applicable Reporting Period
Your Tribe
Your Name youremail@tribe.net
Enter Your Name Here
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Participant Information
This will be filled out
Update contacts by
clicking “Manage
Contacts” button
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Community Engagement & Outreach
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Entering Performance Goals
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Entering Goal information
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Performance Goals
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Methods for Targeting
If the answer is no,
be prepared to
provide an
explanation.
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Best Practices and Coordination
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1
2
3
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For More Information:
Please visit Treasury’s HAF website at
www.Treasury.gov/HAF
Thank you. Questions?
Please contact the HAF Program Team at
haf_tribal@treasury.gov
Join our weekly Office Hours every
Wednesday at 3 pm ET (same link)
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