Treasury, Portal User Guide – Step-by-Step Guidance on Submitting Quarterly ERA2 Compliance Reports
Summary
Version 4.0, dated June 16, 2025, of Treasury's Portal user guide for Emergency Rental Assistance (ERA2) grantees submitting the Q2 2025 Quarterly Compliance Report. The revision history runs from the original V1.0 (10/06/2023) through V3.0 (04/02/2024) to V4.0 (06/16/2025). V4.0 updates reporting fields as mandated by Executive Order 14168 of January 20, 2025, "Defending Women from Gender Ideology Extremism and Restoring Biological Truth to the Federal Government." It also clarifies when the system requires UEIs and TINs, updates data required for Affordable Rental Housing Projects and reduces the reporting elements in demographic Table 4. The guide works tab by tab, starting with the Grantee Profile, and has grantees report subawards, contracts and direct payments valued at $30,000 or more by Expenditure Category.
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Emergency Rental Assistance Program (ERA2)
Treasury Portal User Guide
Q2 2025 Quarterly Compliance Report
June 16, 2025
v 4.0
Revision History
Version Date Updates
V1.0 10/06/2023 Original
V2.0 01/03/2024 Clarifications on Financial Reporting
01/03/2024 Clarifications and descriptions of data validations
for participant demographic Tables 1, 2, 3 and 4.
V3.0 04/02/2024 Clarifications and description of data required on
the Emergency Rental Assistance Project Data
tab, and the Emergency Rental Assistance Project
Participant Demographics Data tab, and related
information.
V4.0 06/16/2025 Updates to reporting fields mandated by the
President’s January 20, 2025, Executive Order
14168 titled, “Defending Women from Gender
Ideology Extremism and Restoring Biological
Truth to the Federal Government."
Clarifications of when the reporting system
requires UEIs and TINS
Updated data required for Affordable Rental
Housing Projects.
Reduced the required reporting elements in Table
4 within the “Emergency Rental Assistance
Project Participant Demographics Data” Tab.
Updated required data and procedures for
submitting the Q2 2025 report.
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Table of Contents
Section I. Navigation and Logistics ....................................................................................6
Section II. Grantee Profile Tab..........................................................................................18
Section III. ERA2 Project Overview Tab ............................................................................22
Section IV. Subrecipients, Contractors, and Beneficiaries Tab ......................................... 45
Section V. Recipient’s Subawards, Contracts and Direct Payments Tab ........................ 48
Section VI. Expenditures Tab .............................................................................................52
Section VII. Emergency Rental Assistance Project Data Tab ............................................ 59
Section VIII. Emergency Rental Assistance Project Participant Demographics
Data Tab...........................................................................................................62
Section IX. Performance and Financial Reporting Tab...................................................... 76
Section X. Report Certification and Submission Tab ........................................................ 83
Appendix A – Bulk File Upload Overview...............................................................................88
Appendix B – Total Quarterly Obligations and Expenditures Associated with the
ERA2 Recipient’s Subawards, Contracts and Direct Payments
Valued at Less than $30,000 ......................................................................... 108
Appendix C – Recipient Obligations and Expenditures (Payments) to Individuals
(Beneficiaries) ................................................................................................109
Appendix D – Treatment of Contractors with Initial Obligations Less than $30,000
in One Reporting Period that Increases to $30,000+ in a Subsequent
Reporting Period ............................................................................................110
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Quarterly Reporting Basics
a) Overview
Each ERA2 Recipient (ERA2 grantee) must submit Quarterly Reports with quarter-specific and
cumulative performance and financial information. The reports must be submitted via
Treasury’s portal.
This guide provides instructions and on using Treasury’s portal to submit required Emergency
Rental Assistance (ERA2) Quarterly Reports. Much of the information in this guide is the same
as provided in the earlier versions of the Portal User Guide (which applied to both ERA1 and
ERA2 programs), except for guidance on several new reporting requirements and updated
reporting formats specific to the ERA2 program.
The guide is a supplement to the ERA2 Reporting Guidance which contains official guidance
on reporting requirements.
Please also see Treasury’s ERA webpage for additional information on programmatic and
reporting topics.
b) ERA2 Recipients Must Identify Staff with Authority to Administer Key Roles in
Managing ERA2 Reports
ERA2 Recipients must designate staff or officials for three roles for developing and submitting
the required ERA2 quarterly reports. Recipients must provide the names and contact
information for persons designated for each of the three roles prior to accessing their quarterly
reports. The designations must be made on-line in Treasury’s portal, as described below.
The required roles are as follows:
• ERA2 Account Administrator for Reporting (AA) for the ERA2 award. Individuals
designated for this role is responsible for working within your organization to determine
its designees for the roles of Point of Contact for Reporting and Authorized
Representative for Reporting and for inputting their names and contact information via
Treasury’s portal and for making any changes or updates as needed over the ERA2
award period. The Account Administrator should identify an individual to serve in his/her
place in the event of staff changes.
• ERA2 Point of Contact for Reporting (POC) will receive official Treasury notifications
about ERA2 reporting. Such notifications include alerts about upcoming reporting
timeframes, requirements, and deadlines. Typically, the POC is a key individual for
managing the ERA2 Recipient’s reporting. The POC can enter data into a report but
cannot submit reports.
• ERA2 Authorized Representative for Reporting (ARR) is responsible for certifying
and submitting official reports on behalf of the ERA2 Recipient. Treasury will only
accept reports or other official communications submitted by the ERA2 Authorized
Representative for Reporting. The ARR is responsible for communications with
Treasury on such matters as extension requests and amendments of previously
submitted reports.
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An ERA2 Recipient may designate multiple people to a single role or a single individual for
multiple roles. For example, the individual designated as the ERA2 POC may also be
designated as the ERA2 Authorized Representative for Reporting. The ERA2 Recipient may
designate the same individual for all three roles.
Everyone who is designated by the ERA2 Recipient for any reporting role must register with
ID.me or Login.gov before gaining access to Treasury’s portal. See the following links for
registration instructions:
ID.me Guidance (Used by Recipient staff to apply for recovery act awards/assistance as well
as to complete compliance reporting)
Login.gov Guidance (Used by Recipient staff to complete compliance reporting)
The names and contact information for the ERA2-designated individuals will be pre-populated
in the “Recipient Profile” portion of the ERA2 Quarterly Reports. Recipients can update the
designations and related information at any time. Please see the Hints and Tips for Designating
Points of Contact for ERA1 and ERA2 Reporting for further details.
Individuals designated as an ERA2 Recipient’s ARR or AA are the only individuals with
authority to certify and submit ERA2 Compliance Reports via Treasury’s portal. Staff serving
as the ERA2 POC are not authorized to certify and submit ERA2 Compliance Reports. The
POC is authorized only to enter data and validate the data on Treasury’s portal and to check
draft data for submission errors and so forth.
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Section I. Navigation and Logistics
Key terms appear in bold and are explained in the Data Dictionary posted on the Treasury’s
ERA2 webpage.
Log in to Treasury’s Portal via login.gov. (See Figure 1.)
Figure 1 – Login Page
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Upon logging in, navigate to the Introduction tab. (See Figure 2.)
Figure 2 – Landing Page
Click on the Compliance Reports tab to navigate to a window listing the of the ERA2 reports.
(See Figure 3.)
Figure 3 – Quarterly Report Selection
Each listed Quarterly Report links to the required online forms for the specific report. See Figure
3 above for an example Quarterly Report Selection screen.
To begin a report, click on the blue pencil icon under the “Provide Information” column to
access the given report. The ERA Compliance Reports section lists all ERA reports. Reports
in “Draft” status are available for data entry.
To navigate to a specific report, click the icon under Provide Information to enter data for the
current report for the specific ERA2 Award. (See Figure 3.) This action will advance you to the
Reporting Guidance tab. The Reporting Guidance and Bulk Upload Templates and Instructions
tabs are informational tabs. Recipient reporting begins with the Recipient Profile tab.
The Navigation Bar which appears on the left side of Treasury’s portal screens allows you to
navigate between each tab. (See Figure 4.)
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Figure 4 – Navigation Bar
On the right side of the screen, users will see another navigation pane with information about
their ERA2 award. (See Figure 5.) This information box displays the status of the current report;
the ERA2 award FAIN number; the ERA2 program CFDA number; the ERA2 Award Date; the
Reporting Period for the specific quarterly report; the Reporting Period Start and End Dates;
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the Quarterly Report Submission Deadline; and the ERA2 Funds Allocated and the Current
Total ERA2 Award Amount.
If the report has been submitted and the original submission deadline has not passed, the
navigation bar displays an “unsubmit” button at the bottom of the display window. ERA2
Recipients that submit their quarterly report prior to the official due date can modify the
submitted reports by clicking the “unsubmit” button. Clicking on “unsubmit” places the report
into draft status so revisions and edits can be made prior to the due date. Only an ERA2 ARR
or ERA AA can “unsubmit” reports.
Figure 5 – Project Information Navigation Pane
a) Submitting Data to the Treasury Portal
Treasury’s portal leads the ERA2 Recipient POC, ARR and AA through a series of online forms
that, when completed, will fulfill the ERA2 Quarterly Reporting obligations. Users can manually
enter data directly into the portal or, for many data elements, providing required information via
a bulk upload file that includes all relevant information in a Treasury approved process and
format.
Treasury encourages Recipients, particularly those with a large quantity of data for reporting,
to use the bulk upload functionality. The bulk upload approach reduces Recipient
administrative burden and minimizes data entry errors. However, the manual data entry option
is available to all users and may be preferred by smaller programs with less data to submit.
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1. Bulk Upload Function
ERA2 Recipients can use bulk upload templates for providing much of the required
information. The tabs and associated templates are listed below.
Please see Appendix A – Bulk Upload Overview for complete guidance on using the Bulk
Upload function.
• Subrecipients, Contractors and Beneficiaries Tab
Template #1 - Subrecipient, Contractor, Beneficiary Profile Template
Use this template to establish records for all entities that initially became ERA2
award subrecipients, contractors and beneficiaries in the current reporting period.
• Recipient Subawards, Contracts and Direct Payments Tab
Template #2 - Subaward, Contract, Direct Payment Record Template
Use this template to establish records for all subawards, contracts, and direct
payments under the ERA2 award that were established initially in the reporting
period. This template can also be used to report revisions to subawards, contracts,
and direct payment obligations established in prior periods.
• Expenditures Tab
Template #3 - Reporting Expenditures associated with the Recipient’s Obligations
valued at $30,000 or more Template.
Use this template to report expenditures made in the current reporting period that
are associated with subawards, contracts and direct payments for which the
Recipient obligated $30,000 or more.
Template #4 - Reporting Expenditures associated with the Recipient’s Obligations
valued at less than $30,000 Template.
Use this template to report the aggregate amounts of obligations and expenditures
made in the reporting period that are associated with subawards, contracts and
direct payments for which the Recipient had obligated less than $30,000 to entities
other than individuals. Expenditures must be classified by expenditure category.
Template #5 - Reporting Recipient Obligation and Expenditures to Individuals
Template
Use this template to report the aggregate amounts the Recipient paid to individuals in
the reporting period. The aggregate amounts of expenditures are classified by
expenditure category.
Reporting on Templates 3, 4, and 5 should include new payments the Recipient made in the
reporting period and prior period adjustments (increases or decreases) in the Recipient’s
obligations and expenditures. Expenditures reported in prior periods cannot be directly edited
or updated; however, Recipients can revise obligations and expenditures reported in prior
periods by entering adjusting entries (increases or decreases) in the current reporting period
either manually or using bulk upload Templates 3, 4, and 5.
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NOTE: Template #6 has been discontinued. The portal does not allow bulk uploads of required
information listed on the ERA2 Emergency Rental Assistance Project Data and Participant
Demographics tab. ERA2 Recipients must manually enter Project Data and Participant
Demographics.
• Performance and Financial Reporting Tab
Template #7 - Participant Household Payment Data File Template
Use this template to report information about each ERA2 Financial Assistance
payment made to or on behalf of each participant household from the date of
ERA2 award through the end of the current reporting period.
All ERA2 Recipients are required to provide a Participant Household Payment
Data File as part of each Quarterly Report. The Participant Household Payment
Data File must be submitted as a “.csv” file upload; manual entry is not allowed
for the Participant Household Payment Data file.
Please see Tip – Participant Household Payment Data File (Template 7) Guide
and Checklist for more details on requirements and formatting of Template 7.
When using the bulk upload function, ERA2 Recipients must provide the required information
in specified formats and use Treasury-approved templates for each respective bulk file
upload. Templates must be downloaded individually on the Bulk Upload Templates and
Instructions tab.
Recipients that use the bulk upload functionality must download the current version of each
bulk file upload template as an early step in planning for the required Quarterly Report.
The template for each upload file is also available in the relevant tab for download. (See
Figure 6.)
Tabs and components of the report accepting bulk upload files are clearly marked in
Treasury’s portal and identified through this User Guide.
Figure 6 – Sample Bulk Upload Icon with Template Download Link
All bulk file templates download in the .xls format, but the templates must be saved in .csv
format prior to upload. When you click the upload button users will be directed to a pop-up
screen including basic instructions on uploading the file. (See Figure 7.)
ERA2 Recipients can either choose to add files or drag and drop files to initiate the bulk
upload.
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Figure 7 – Demographics Bulk Upload
Treasury’s ERA portal will reject a Bulk Upload File if it contains incorrect data (e.g., data
not matching a picklist requirement) or if the file is not in “.csv” format. The portal will display
an error message on screen if the bulk file upload data contains errors. When a user
receives an error message(s), they must reconcile the errors in the bulk upload file and re-
submit the corrected version to the portal. The user must “Validate” (step 4) each time they
make new corrections until no errors remain in the Bulk Upload File. Then you will click
“Import” to finalize.
Please see Appendix A – Bulk File Upload Overview for detailed instructions for using the
bulk upload function.
There are three common Bulk File Upload errors as described below. (See Figure 8.)
• Blank Data: Blank Data: When a required field is left blank within your bulk upload
file, the specific bulk upload file row and cell number will be displayed on the screen.
In the example below, the user made an error pertaining to the “Completion Status”
and the error is in Column FF, Row 89.
• 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 file
template. In the example below, the user made an error pertaining to the “Adopted
Budget” and the error is in Column G, Row 9.
• 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 file template
requires a unique entry. For example, unique numbers should be provided for the
project identification number. In the example below, the user made an error
pertaining to the “Completion Status” and the error is in Column E, Row 8.
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Figure 8 – Example Bulk Upload Errors
2. Manual Data Entry
ERA2 Recipients that use manual data entry will key in information as instructed on the
screen. Manual inputs are described in detail below for each section of this guide.
Note: * indicates a required field. You must enter information into the field before
you can save or proceed to the next screen.
The portal will review manually inputted data to ascertain that the data provided is
consistent with expected format or description (e.g., entering “one hundred” instead of 100).
If a given data entry fails a validation rule, the portal will display an error message for you
to address. (See Figure 9.)
Figure 9 – Manual Entry Error Example
After Treasury’s portal validates the data that has been manually entered for a given tab,
the user may continue to the next tab. The portal will display an error notification for those
elements that fail the validation rules (For example: leaving a required field as blank). The
portal will alert users who manually enter a data value that does not satisfy the validation
rules (For example, trying to enter a currency value beyond a specific range).
3. Clickable Icons
Some data entry areas will have an icon that will allow users to Provide Information (enter
data), View information (previous data entries), or Download information (previous data
entries). (See Figure 10.)
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Figure 10 – Clickable Icons Legend
4. Narrative Boxes
When providing narratives, type the responses using a word processing system (such as
Microsoft Word) to minimize grammatical errors, track word count, and concisely answer
all required narrative details. Users can copy and paste the final narratives directly into the
text boxes in Treasury’s portal.
Users can expand a text box by clicking and dragging the icon in the bottom-right corner.
(See Figure 11.)
Figure 11 – Manual Entry Text Box
5. Saving Data
Within each tab of Treasury’s portal, users will see a next button and a save button at the
bottom of each section or at the bottom of the screen.
Clicking the “Save” button will allow users to save current progress without advancing to
the next module. Users can click the “Save” button when they plan to exit the portal and
come back to the report later.
Clicking the “Next” button will automatically save all information entered on that screen and
advance the user to the next tab. When a user clicks “Next” the screen will display a green
notification across the top of the screen to indicate the report is successfully saved. (See
Figure 12.)
Figure 12 – Green Saving Bar
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6. Uploading and Deleting Word, Excel, and PDF Documents
After a user has uploaded a file in either Word or PDF format, the user will see the file Title
and Upload Date populate within the relevant section. To view the uploaded file, click the
“View Uploaded File” button. Users may upload multiple files in each section. (See Figure
13.)
Figure 13 – File Upload Functionality
Users can delete a previously uploaded file on the “Performance and Financial Reporting”
tabs by clicking the check box next to the Title of the file to be deleted. A red “Delete Files”
button will appear above the file. Click the Delete File button to delete the selected file.
(See Figure 14.)
Figure 14 – Deleting Uploaded Files
b) Report Processing Information
This section of the User Guide provides information on submitting a report, editing a report
prior to submission, and editing a report after submission.
1. Maintaining a copy of the submitted report.
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ERA2 Recipients can download a Zipped file that includes a document in PDF format that
contains key components of the submitted reports. The Zipped file also includes several
files in Excel format that contain details on amounts obligated and expended as well as the
Participant Household Payment Data File. To access the Zipped document, after
submitting the report, users should click on the icon under the “download” heading. (Figure
15.)
Note: ERA2 Recipients who may need copies of the complete report they submitted are
encouraged to take screenshots of the portal screens and maintain copies of all uploaded
templates for their records.
Figure 15 – Image of submitted report
2. Editing a report prior to the submission due date
Users can input a portion of the required information in a report, save it, log out of the portal,
and return to complete the report later.
Users can submit a Quarterly Report and later re-open and revise the report any time prior
to the submission due date for the current quarter. To do so, users click on the “unsubmit”
button on the right-side navigation screen. Clicking on the “unsubmit” button places the
report into draft status so revisions and edits can be made prior to the due date. Only an
ERA2 ARR or ERA AA can “unsubmit” reports. Recipients who unsubmit their reports for
revisions must recertify and resubmit the report by the report due date.
Quarterly Reports cannot be revised after Treasury closes the reporting period. Once
Treasury closes the Quarterly Report reporting period, the “Status” for a report that was not
officially certified and submitted will show as “Administratively Closed.” ERA2 Recipients
with reports listed as “Administratively Closed” will not be able to submit the report for the
given quarter.
3. Requesting an extension to a report prior to the submission due date
Recipients may request a one-time 30-day extension for Quarterly Report submission using
the button under “Extend Deadline” (See Figure 16) Requests for extensions must be
submitted before the report submission deadline and must include a brief narrative “Reason
for Extension” (See Figure 17). After inputting the required information, the user must click
the “Request Extension” button at the lower right portion of the screen. When the user
requests an extension the “Extension Status” will indicate that a request has been
submitted. Upon Treasury’s approved, the extended due date will be displayed in
“Deadline” column. (See Figure 16.)
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Only ERA2 Account Administrators or Authorized Representatives can submit requests for
a due date extension.
Figure 16 – Extended Deadline
Figure 1 – Reason for Extension
c) Informational Tabs
The portal has two information tabs. These are the Reporting Guidance and the Bulk Upload
Templates and Instructions tab. These tabs provide hyperlinks to the ERA2 Reporting
Guidance, User Guide, bulk upload templates, and other information on completing the ERA2
Quarterly Reports.
The Bulk Upload Templates and Instructions Tab provides hyperlinks to the bulk upload
templates. The bulk upload templates are revised frequently. The latest revision date is listed
next to the template name as shown below. Please verify that the revision date shown on the
upper left corner (Cell A1) on each downloaded template matches the date listed for the file in
the Bulk Upload tab. Please ensure that you are always using the latest version of each
template prior to starting your quarterly report submissions.
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Section II. Grantee Profile Tab
ERA2 Recipients must review and confirm pre-populated information about the entity’s
SAM.gov registration status and executive compensation. Refer to the ERA2 Reporting
Guidance for additional details about the required information. (Note, the terms “Grantee” and
“Recipient” are used interchangeably in this guide.)
The Recipient Profile tab has two segments: a) Recipient Profile and b) SAM.gov Registration
and Executive Compensation.
a) Recipient Profile
1. Recipient Profile will be pre-populated with information from the Recipient’s
ERA2 application and other sources. (See Figure 18.)
2. The screen will also display the names and contact information for individuals
the ERA2 Recipient has designated for key roles for ERA2 program reporting.
Figure 18 – ERA Recipient Information
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3. Please use the textbox “Please Report any Errors or Needed Updates (if any)”
to flag errors, notifying Treasury of information that needs to be corrected.
(See Figure 19.)
Figure 19 – Report Errors and Updates
b) SAM.gov Registration and Executive Compensation
1. Please use the dropdown to confirm your entity’s SAM.gov status and Executive
Compensation reporting eligibility questions. (See Figure 20.)
Note: This information is required for Treasury to complete the FSRS.gov reporting on
your behalf.
Figure 20 – SAM.gov Status
2. If the ERA2 Recipient is registered in SAM.gov, select “Yes” from the picklist
and move on to Step 7 below. (See Figure 21.)
Figure 21 – SAM.gov Registration
3. If the ERA2 Recipient is not registered in SAM.gov, select “No” from the picklist.
Two additional questions will populate the space below. (See Figure 22.)
Figure 22 – Additional Questions
Note: For SAM.gov registration assistance, please contact the Federal Service Desk
at www.fsd.gov or 1-866-606-8220.
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4. If the ERA2 Recipient received 80% or more of its annual gross revenue from
federal funds in the preceding fiscal year AND the ERA2 Recipient received $25
million or more of its annual gross revenue from federal funds, an additional
question will appear. (See Figure 23.)
Figure 23 – Annual Gross Revenue
5. Select “Yes” if the total compensation for the ERA2 Recipient organization’s five
highest paid officers is publicly displayed or otherwise listed in SAM.gov and
move on to Step 7 below. (See Figure 24.)
Figure 24 - Officers
6. Select “No” if the total compensation for the ERA2 Recipient organization’s five
highest paid officers is not publicly displayed or otherwise listed in SAM.gov.
Enter the name(s) of the officer(s) in the data entry table that will be displayed
on-screen, and the total compensation received by each. If fewer than five (5)
officers exist, enter “N/A” and $0 in the empty field(s). (See Figure 25.)
Figure 25 – Five Officers
7. Figure 26 illustrates the table that will list the members of your organization that
are currently designated for roles in managing the ERA2 Reports. Please
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review the list for accuracy. You can update this information by clicking the blue
“here” icon above the table. Clicking the icon will open a tab where you can
modify/update your organization’s staff and role designations. Please see the
Hints and Tips for Designating Points of Contact for ERA1 and ERA2 Reporting
for further details.
Figure 26 – ERA2 Reporting Contacts
8. Click the Save button to record progress.
9. Click the Next button to advance to the Project Overview tab.
Unique Entity Identifier (UEI)
ERA2 Recipients must provide the Unique Entity Identifier (UEI) for itself and
for each of its Subrecipients and Contractors that receive ERA2 obligations
of $30,000 or more, For incorporated beneficiaries such as corporate
landlords and utility providers that receive ERA2 obligations of $30,000 or
more, the ERA2 Recipient must provide a UEI or TIN.
How to find the ERA2 Recipient’s UEI in the Portal
If the ERA2 Recipient entity is registered in SAM.gov, Treasury will retrieve
its UEI from the Recipient’s existing SAM.gov profile. The Recipient profile
will be updated automatically with the UEI. (See Figure 27.)
Figure 27 – UEI Information on Recipient Profile tab
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Section III. ERA2 Project Overview Tab
On the ERA2 Project Overview tab, ERA2 Recipients report on up to three categories of ERA2
projects associated with their ERA2 award.
Note: Beginning on October 1, 2022, ERA2 Recipients that have obligated at least 75 percent of their total ERA2
allocation for emergency rental assistance and related activities may use the unobligated amounts of their ERA2
allocation to support one or more of three categories of ERA2 projects. See FAQ 46 for more information. The three
types of allowed ERA2 projects are: ERA2 Emergency Rental Assistance Project; ERA2 Affordable Rental Housing
Project; and ERA2 Eviction Prevention Project.
All ERA2 Recipients will use this tab to report on their ERA2 Emergency Rental Assistance
projects. ERA2 Recipients that are using ERA2 funds for one or more ERA2 Affordable Rental
Housing and/or ERA2 Eviction Prevention project(s) will also use this tab to report on those
categories of projects.
All data required on the Project Overview tab must be inputted manually. Bulk Upload
templates are not available for these sections of the quarterly reports.
The core section displayed on the Project Overview tab is the My Projects Dashboard screen
as shown (See Figure29). As shown, each of the recipient’s ERA2 project(s) has three
buttons/check boxes for “Project Status”, “Obligation Status”, and “Expenditure Status.” Red
Checkbox indicates that no Obligations / Expenditures have been reported. A Yellow
Checkbox signifies that the cumulative amount of obligations / expenditures reported by the
grantee does not equal the sum of all obligations / expenditure records reported in the portal.
Finally, a Green Checkmark indicates the cumulative amount reported as obligated / expended
is consistent with the amounts reported in the system. Prior to report submission, all check
boxes must display a Green Checkmark. Click on the buttons to make updates or to see items
requiring corrections.
Figure 29 – My Project Dashboard
Emergency Rental Assistance (ERA2) Program
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The My Project dashboard displays information about the ERA2 Recipient’s ERA2 Emergency
Rental Assistance Project. If the ERA2 Recipient also administers an ERA2 Affordable Rental
Housing Project(s) and/or an ERA2 Eviction Prevention Project(s), the Recipient must input
information about those projects into the dashboard as part of their quarterly reports. See below
for detailed instructions on entering the required information about each of the Recipient’s
ERA2 projects.
Figure 29 shows a sample dashboard for an ERA2 Recipient with three projects – that is, the
Emergency Rental Assistance Project, one Affordable Rental Housing Project, and one
Eviction Prevention Project. The dashboard displays the following items.
• Number of Projects. This number is calculated by the portal based on the information
the ERA2 Recipient enters on the My Project data entry screen. In Figure 29, the
number “3” is displayed because the sample ERA2 Recipient is administering the three
projects listed above.
• Total Obligations. This is the sum of amounts inputted on this tab by the ERA2 Recipient
as being the cumulative amounts obligated as of the end of the reporting period for
each of its three projects. As shown on Figure 29, the sample ERA2 Recipient has
reported cumulative obligations of the following amounts: $1,000,000 for its Affordable
Rental Housing Project; $100,000 for its Eviction Prevention Project; and $2,000,000
for its Emergency Rental Assistance Project. The dashboard displays the sum of the
obligated amounts under the heading “Total Obligations”, that is $3,100,000.
• Total Expenditures. This is the sum of expenditure amounts inputted on this tab by the
ERA2 Recipient for the ERA2 Emergency Rental Assistance project plus amounts
expended under the Affordable Rental Housing project and the Eviction Prevention
Project. As shown on Figure 29, the sample ERA2 Recipient has reported cumulative
expenditures in the following amounts: $50,000 for its Affordable Rental Housing
Project; $50,000 for its Eviction Prevention Project; and $1,000,000 for its Emergency
Rental Assistance Project. The dashboard displays the sum of the obligated amounts
under the heading “Total Expenditures,” that is $1,100,000.
The dashboard screen also displays the following information about each ERA2 Recipient’s
projects. All the displayed information is manually entered by the ERA2 Recipient on the
dashboard pop-up pages (See below for input details):
• Project Name. This is the name for the specific project as inputted by the ERA2
Recipient. The sample ERA2 Recipient has three separate projects so the Recipient
inputted three different names. That is, a different name for each project.
• Recipient Project ID. This a string of figures inputted by the ERA2 Recipient that will
serve as the ID for the given ERA2 Project. The ERA2 Recipient is administering three
separate projects, so it inputted different Project IDs for each of the three projects.
• Total Obligations. This is the cumulative amount obligated for the project as entered by
the ERA2 Recipient. The ERA2 Recipient manually inputs this amount on the pop-up
screens for each project.
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• Total Expenditures. This is the cumulative amount expended for the project as entered
by the ERA2 Recipient. The ERA2 Recipient manually inputted this amount on the
screen.
• Project Status. The dashboard displays on Project Status check mark for each of the
sample ERA2 Recipient’s three projects. A green checkmark indicates the inputted data
about the specific project appears valid. A yellow or red checkmark indicates that the
inputted information entered on the pop-up window needs attention.
• Obligation Status. The dashboard also verifies the obligation information inputted by
the ERA2 Recipient about each of its projects. A green checkmark in this location for a
specific project indicates that cumulative obligation amount entered in the My Project
screen for total obligations for the specific project aligns with the amounts of obligations
recorded for the project on the Subaward, Contractor and Beneficiaries Tab and the
Expenditures Tab. A yellow or red checkmark indicates that the cumulative obligation
amount entered by the ERA2 Recipient on the pop-up window is inconsistent with data
the ERA2 Recipient entered on the portal’s Subaward and Expenditures tabs.
• Expenditures Status. Like the Obligation Status, this is also a green, yellow, or red
checkmark. Green indicates the cumulative expenditure as entered on the My Project
screen for the specific project aligns with the sum of expenditures recorded for the
project on the Expenditures tab. A yellow or red checkmark indicates that the
cumulative expenditure amount entered by the ERA2 Recipient on the pop-up window
is inconsistent with data the ERA2 Recipient entered on the portal’s expenditures tabs.
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Required Data -- Recipient’s ERA2 Emergency Rental Assistance
Project
All ERA2 Recipients are administering one ERA2 Emergency Rental Assistance Project which
will be highlighted on the Project Overview Dashboard as shown by the red-outlined
information shown. (See Figure 30.)
Figure 30 – Additional Features of the My Projects Dashboard
Each ERA2 Recipient must provide the following information about their ERA2 Emergency
Rental Assistance Project via a pop-up window the Project Overview Tab. To access the pop-
up window, press the Green Check box in the “Project Status” column on the dashboard, as
shown. (See Figure 31.)
Emergency Rental Assistance (ERA2) Program
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Figure 31 – Project Status Button
When the user clicks on the Project Status check box on the ERA2 Rental Assistance Project
area of the dashboard, the “Edit Project” pop-up window will be displayed on-screen.
The Edit Project contains required data fields about the status of the ERA2 Emergency Rental
Assistance Project as shown below.
ERA2 Recipients must manually enter the following data on its ERA2 Emergency Rental
Assistance Project on the pop-up screen.
ERA Project Category. “Rental Assistance” will be pre-populated for the Rental Assistance
project in the drop-down for this data field as shown. (See Figure 32.)
Figure 32 – ERA Project Category
Project Name. Input or edit the name of the ERA2 Emergency Rental Assistance Project in
the data field as shown. Please make certain the name provided is different from project
names entered for other ERA2 projects. (See Figure 33.)
Figure 33 – Enter Project Name
Emergency Rental Assistance (ERA2) Program
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Recipient Project ID. Input the Project ID developed by the ERA2 Recipient in the data field
as shown in Figure 34. Please make certain the Project ID provided for the Recipient’s ERA2
Emergency Rental Assistance Project is different from Project IDs created for any other of
the Recipient’s projects and is also different from the Recipient’s ERA1 Project ID.
Figure 34 – Enter Project ID
Total Cumulative Obligations for this Project. Enter the total cumulative dollar value of
obligations made by the Recipient under this ERA2 Emergency Rental Assistance Project
from the initiation of the project through the end of the current reporting period. Enter the
cumulative amount in the field as shown in Figure 35.
Figure 35 – Enter Cumulative Obligations
Total Cumulative Expenditures for this Project. Enter the total cumulative dollar value of
expenditures for this ERA2 Emergency Rental Assistance Project from the initiation of the
project through the end of the current reporting period. Enter the cumulative amount in the
field as shown in Figure 36.
Figure 36 – Enter Cumulative Expenditures
Current Period Obligations for this Project. Enter the obligations by the ERA2 Recipient
made in the current reporting period for this ERA2 Emergency Rental Assistance Project in
Figure 37.
Figure 37 – Enter Current Period Obligations
Current Period Expenditures for this Project. Enter the expenditures the ERA2 Recipient
and its subrecipients made in the current reporting period for this ERA2 Emergency Rental
Assistance Project in Figure 38.
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Figure 38 – Enter Current Project Expenditures
Explanations related to Cumulative Data. The data reported on the ERA2 quarterly report
must be cumulative covering the entire period of performance. This field allows you to provide
an explanation if the amount reported as the “Total Cumulative Expenditure for the Project” on
this quarterly report is less than the amount reported in this field on the most recently submitted
quarterly report.
Status to Completion. Select from the drop-down list to identify the ERA2 Recipient’s
estimate of the status of this ERA2 Emergency Rental Assistance Project. The selection
options are: Not Started; Completed Less than 50%: Completed 50% or More; Completed;
Cancelled, as shown in Figure 39.
Figure 39 – Status to Completion
ERA Project Website URL. Provide the URL for this ERA2 Emergency Rental Assistance
Project website that is used to educate the public about the project. Enter the URL in the
text field shown in Figure 40.
Figure 40 – Project Website
Geographic Service Area. Select from the dropdown list to identify the geographic service
area covered by this ERA2 Emergency Rental Assistance Project. The selection options are:
State-wide; County-wide; City-Wide; Targeted Communities, as shown in Figure 41.
Figure 41 – Service Area
ERA2 Emergency Rental Assistance Project Description. Provide a narrative (12,000
characters (2,000 words) or less) with the following information about this ERA2 Emergency
Rental Assistance Project as of the end of the reporting period, as applicable:
1) Performance goals planned and met.
2) Major timelines.
3) Key partner organizations.
4) Planned outreach strategies.
5) Other housing services provided.
6) Housing stability services provided; and
7) Other affordable rental housing and eviction prevention services
provided, if applicable. Do not include information on any affordable
rental housing or eviction prevention services provided as authorized
in FAQ46.
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Provide the narrative (or update the narrative reported in past quarters) in the text box
provided. The text box can be resized as needed. Provide the information in the text box as
shown in Figure 42.
Figure 42 – Text Box for Narrative
Narrative on Approach for Prioritizing ERA2 Assistance to Certain Households. Review
and update, as needed, the previously submitted description (as submitted on prior quarterly
reports) of the ERA2 Recipient’s approach for prioritizing ERA2 assistance to certain
households (e.g., households with incomes less than 50% of area median income and those
with at least one member who were unemployed 90 days or more prior to the date the
household applied for ERA2 assistance), and provide a URL where the information on the
system for prioritizing the assistance is publicly available. Provide the information in the text
box as shown in Figure 43.
Figure 43 – Text Box for Narrative
Use of a Fact-Based Proxy for Determining Eligibility. Select from a dropdown list to
indicate whether the ERA2 Recipient used a fact-based proxy for determining applicants’
income eligibility for financial assistance under this ERA2 Emergency Rental Assistance
Project. The selection options are: Yes and No, as Shown in Figure 44.
Figure 44 – Select Yes or No
If the ERA2 Recipient selects “yes” on the dropdown list the portal will display a follow-up text
box where the ERA2 Recipient must provide a narrative (12,000 characters (2,000 words, or
less)) describing the proxy and all relevant thresholds, figures, policies, and procedures used
for verifying eligibility. The ERA2 Recipient should type or cut and paste the narrative in the
text box provided. The text box will display the narrative submitted in the most recent quarterly
report and the Recipient can provide edits and updates as needed. The ERA2 Recipient may
choose to submit an entirely new narrative as well. Provide the information in the text box as
shown in Figure 45.
Figure 45 – Text Box for Narrative
When the user has provided all required information on the screen, click the “Save Project”
button at the bottom left of the screen.
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Required Data -- ERA2 Affordable Rental Housing Project(s)
All ERA2 Recipients that have initiated an ERA2 Affordable Rental Housing Project must create
a record for that project on the Project Overview tab.
The Recipient must set-up separate reporting records for each ERA2 Affordable Rental
Housing Project it initiates. Each ERA2 affordable rental housing development funded in whole
or in part with ERA2 funds is a separate project, and as such, grantees that use ERA2 funds
to support multiple such housing developments will report each of them as a separate ERA2
Affordable Housing Development Project.
To set up a new ERA2 Affordable Housing Development Project reporting record, the user
must click the “Add Project” button on the top left section of the My Projects Dashboard as
shown in Figure 46.
Figure 46 – Add Project Button
Clicking on the “Add Project” button will display the “Add Project” pop-up screen as shown in
Figure 47.
Figure 47 – Add Project Pop-Up Screen
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The field at the top of the “Add Project” pop-up screen is the “ERA Project Category” field,
which is a dropdown list. Users should select “Affordable Housing” from the dropdown list as
shown on Figure 48.
Figure 48 – Project Category
When Affordable Housing is selected under “ERA Project Category,” the Project Pop-Up will
display the required data fields describing the ERA2 Affordable Rental Housing Project as
shown below.
ERA2 Recipients must provide the following information about their ERA2 Affordable Rental
Housing Project(s)
Project Name. Input the name of the ERA2 Emergency Rental Assistance Project in the data
field as shown on Figure 49
Figure 49 – Project Name
Recipient Project ID. Input the Project ID developed by the ERA2 Recipient in the data field
as shown in Figure 50. Please make certain the Project ID for the Recipient’s ERA2
Affordable Rental Housing Project is different from the ID used for other ERA2 and ERA1
projects.
Figure 50 – Project ID
Total Cumulative Obligations for this Project. Enter the total dollar value of obligations
made by the Recipient under this ERA2 Affordable Rental Housing project from the initiation
of the project through the end of the current reporting period as shown in Figure 51.
Figure 51 – Cumulative Obligations
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Total Cumulative Expenditures for this Project. Enter the total dollar value of expenditures
for this ERA2 Affordable Rental Housing project from the initiation of the project through the
end of the current reporting period as shown in Figure 52.
Figure 52 – Cumulative Expenditures
Current Period Obligations for this Project. Enter the obligations the ERA2 Recipient made
in the current reporting period for this ERA2 Affordable Rental Housing project as shown in
Figure 53.
Figure 53 – Current Period Obligations
Current Period Expenditures for this Project. Enter the expenditures the ERA2 Recipient
and its subrecipients made in the current reporting period for this ERA2 Affordable Rental
Housing project as shown in Figure 54.
Figure 54 – Current Period Expenditures
Project Description. Users must provide a brief narrative description of the project (minimum
of 300 and maximum of 500 words). Please describe how this funding fulfills a specific need
within the community supports “affordable rental housing purposes” as specified in FAQ46 and
integrates with other program resources and/or funds to provide services, and so forth. (See
Figure 55.)
Figure 55 – Project Description
Status to Completion. Select from the drop-down list to identify the ERA2 Recipient’s
estimate of the status of this ERA2 Affordable Rental Housing Project. The selection options
are: Not Started; Completed Less than 50%: Completed 50% or More; Completed;
Cancelled, as shown in Figure 56.
Figure 56 – Status to Completion
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Type of Project. Select the category that most accurately describes the predominant
objectives of the project. (See Figure 57.) The selection options are:
Acquisition;
New Construction;
Rehabilitation of Affordable Rental Housing;
Preservation of Affordable Rental Housing;
Pre-Development Costs Related to Construction, Rehabilitation or Preservation of Affordable
Rental Housing;
Operation of Affordable Rental Housing Projects that were Constructed, Rehabilitated, or
Preserved Using ERA2 Funds; and
Other.
If you select “Other,” you will be prompted to provide an explanation.
Figure 57 – Type of Project
Project Zip code. Please input the zip code for the physical location of the housing
development project that comprises this ERA2 Affordable Rental Housing Project, as shown
in Figure 58.
Figure 58 – Project Zip Code
Project Address. Please input the physical address of the housing development that
comprises this ERA2 Affordable Rental Housing Project, as shown on Figure 59.
Figure 59 – Project Address
Other Sources of Federal Funding. Projects funded with ERA2 funds can be supported by
other sources of funding. Please select from the list below any other Federal program(s)
whose award funds are used to support this project. See Figure 60. The options are:
Low-Income Housing Tax Credit (Treasury);
HOME Investment Partnerships Program (U.S. Department of Housing and Urban
Development (HUD))
HOME-ARP Program (HUD)
Housing Trust Fund Program (HUD)
Public Housing Capital Fund (HUD)
Indian Housing Block Grant Program (HUD)
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Section 202 Supportive Housing for the Elderly (HUD)
Section 811 Supportive Housing for Persons with Disabilities (HUD)
Farm Labor Housing Direct Loans and Grants (U.S. Department of Agriculture (USDA))
Multifamily Preservation and Revitalization Program (USDA)
None of the Above
If you select “None of the Above” you will be prompted to provide an explanation.
Figure 60 – Other Sources of Federal Funding
Project Alignment. Regardless of whether your project(s) is supported by multiple sources
of funding or is funded solely by your ERA2 award, uses of ERA2 funds for an ERA2 Affordable
Rental Housing Project must be aligned with at least one of the following programs and must
meet the requirements of the program(s) along with the other conditions specifically set forth
in ERA FAQ #46. Please select from the list below the program with which you are aligning
your use of ERA2 funds. (See Figure 61.)
Low-Income Housing Tax Credit (Treasury);
HOME Investment Partnerships Program (U.S. Department of Housing and Urban
Development (HUD))
HOME-ARP Program (HUD)
Housing Trust Fund Program (HUD)
Public Housing Capital Fund (HUD)
Indian Housing Block Grant Program (HUD)
Section 202 Supportive Housing for the Elderly (HUD)
Section 811 Supportive Housing for Persons with Disabilities (HUD)
Farm Labor Housing Direct Loans and Grants (U.S. Department of Agriculture (USDA))
Multifamily Preservation and Revitalization Program (USDA)
None of the Above
If you select “None of the Above” you will be prompted to provide an explanation.
Figure 61 – Program Alignment
Is the grantee in compliance with the requirements of the Federal program(s) selected
above? Users must indicate whether the ERA2 grantee is in full compliance with the
regulations and other requirements of the Federal program with which the ERA2 funds are
aligned (as noted in the question above). Users must select from the dropdown list. The
selection options are: Yes and No. (See Figure 62.)
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Figure 62 – Compliance with Program Regulations
Estimate Total Development Cost of the Project. Users must provide the total estimated
cost of the affordable rental housing project (dollar amount). ERA2 Recipients should update
this estimate each reporting period to account for changes in cost projections. (See Figure 63.)
Figure 63 – Estimated Total Development Cost
Estimated amount of ERA2 funds to be expended on this Affordable Rental Housing
Project. Please provide the estimated dollar amount of ERA2 funds that will be the used
for affordable rental housing project. Provide the information in the text box as shown in
Figure 64.
See Figure 64 – ERA2 funds to be expended on this Affordable Rental Housing Project
Number of Units serving Very Low-income Families. Users must provide the number of
units in this affordable rental housing project designated for very low-income families. The term
“Low-income families” is defined as families whose incomes do not exceed 50 percent of the
median area family income. (See Figure 65.)
Figure 65 – Units Designated for Very Low-Income Families
Estimated Start of Service of the Project. Users must use the calendar feature displayed on
the screen to identify the estimated start of service date for this ERA2 Affordable Rental
Housing project. See the regulations for the Federal program with which the uses of ERA2
funds are aligned to determine what constitutes the “start of service.” For projects that predated
the ERA2 Recipient’s contribution of ERA2 funds, please note the start of service for the
specific ERA2-funded units. (See Figure 66.)
Figure 66 – Estimated Project Start Date
Date of First ERA2 Expenditure on Project. Users must use the calendar feature displayed
on the screen to identify the date the ERA2 Recipient’s first expenditure of ERA2 funds for this
ERA2 Affordable Rental Housing Project. Please use the definition of expenditure for the
Federal program with which the uses of ERA2 funds are aligned to determine this date. If the
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program does not specify, the ERA2 Recipient should use its internal accounting mechanisms
to determine its first expenditure. (See Figure 67.)
Figure 67 – Date of First ERA2 Expenditure
Sources and Amounts of Non-ERA2 Funding for this Project. Users must provide the
name(s) of all sources of non-ERA2 funds used for this affordable rental housing project and
the amount(s) provided by each source. Sources of funds may include, for example, the ERA2
Recipient’s own budget; funds provided through other federal, state, or local housing programs;
funds provided through nongovernmental entities; and private investments. ERA2 Recipients
should update this estimate each reporting period to account for changes. The portal displays
10 pairs of “Source” and “Amount” fields. The “Source” text box can be enlarged to
accommodate several sentences if needed. Figures 68 below shows an example of one pair.
(See Figure 68.)
Figure 68 – Sources and Amounts of Non-ERA2 Funding for this Project
Funding Mechanism Used. Recipients must list the financial instrument used to fund the
affordable rental housing with ERA2 funds. Users must identify one or more financial
instrument(s) that has been or will be used for this ERA2 Affordable Rental Housing project.
Select from the dropdown list. The selection options are Loans [including no-interest loans
and deferred-payment loans]; Interest Subsidies; Grants; Other financial arrangements. (See
Figure 69.)
Figure 69 – Funding Mechanism
Are the ERA2 funds are used as gap funding for an existing project? Users must indicate
whether the ERA2 funds are being / will be used as gap funding for an affordable rental housing
project that was in existence prior to October 2022. Select from the dropdown list. The
selection options are: Yes; No. (See Figure 70.)
Figure 70 – Gap Funding
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Total Number of Rental Units in Project. The user most provide the total number of rental
units planned for this ERA2 Affordable Rental Housing project. ERA2 Recipients should update
this estimate each reporting period to account for changes. (See Figure 71.)
Figure 71 – Number of Rental Units to Total
Number of Rental Units Funded by your ERA2 award. Users must provide the total number
of rental units planned to be supported with ERA2 funds as part of this affordable rental housing
project. ERA2 Recipients should update this estimate each reporting period to account for
changes. (See Figure 72.)
Figure 72 – Number of Rental Units funded with ERA2 Funds
Description of Income Limitations on Rental Units Funded by Your ERA2 Award. Users
must provide a brief narrative description of current income requirements for tenants of the
ERA2-funded rental units in this ERA2 Affordable Rental Housing project as of the end of the
reporting period. ERA2 Recipients should update the response in subsequent reporting periods
as needed. The text box can be enlarged to accommodate several sentences if needed. (See
Figure 73.)
Figure 73 – Description of Income Limitation on Rental Units Funded by Your ERA2 Award
Description of Income Limitations on Rental Units Funded by Sources other than
Your ERA2 Award. Users must provide a brief narrative description of current income
requirements for tenants of the non-ERA2-funded rental units (if any) in this affordable rental
housing project as of the end of the reporting period. ERA2 Recipients should update the
response in subsequent reporting periods as needed. The text box can be enlarged to
accommodate several sentences if needed. (See Figure 74.)
Figure 74 – Description of Income Limitations on Rental Units Funded by Sources Other than Your ERA2 Award
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Development Partners (if any). Users must provide the names of all entities that are/ will be
collaborating with the ERA2 Recipient on this affordable rental housing project as of the end
of the reporting period. The text box can be enlarged to accommodate several sentences if
needed. (See Figure 75.)
Figure 75 – Development Partners
Is the program limited to specific populations (e.g., elderly, domestic violence survivors,
etc.)? If this affordable rental housing project is limited to specific tenant populations, please
list the specific populations as of the end of the reporting period. (See Figure 76.)
Figure 76 – Specific Populations
Is the Period of Legally Enforceable Income Limitations for ERA2-funded Rental Units
at least 20 years. Indicate whether the income limitation for ERA2 funded units is at least 20
years. The selection options are Yes, No. (See Figure 77.)
If “Yes,” you will be prompted to provide the term for the income limitation on ERA2 funded
Rental Units.
If “No,” you will be prompted to explain.
Figure 77 – Period of Legally Enforceable Income Limitations
Is the Period of Legally Enforceable Income Limitations for any of the non-ERA2 Funded
Rental Units? The selection options are Yes, No. (See Figure 79.)
If “Yes,” you will be prompted to provide the term for the income limitation on ERA2 funded
Rental Units.
Figure 79 – Period of Legally Enforceable Income Limitation, Non-ERA2 Funded Units
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When the user has provided all required information on the screen, they should click the “Add
Project” button.
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Required Data -- Recipient’s ERA2 Eviction Prevention Project(s)
All ERA2 Recipients that initiate an ERA2 Eviction Prevention Project must create a record for
that project on the Project Overview tab. The Recipient must create separate records for each
ERA2 Eviction Prevention Project it initiates.
To set up a new ERA2 Eviction Prevention Project, the user must click the “Add Project” button
on the top left section of the My Projects Dashboard as shown in Figure 80.
Figure 80 – Add New Project Button
Clicking on the “Add Project” button will display the “Add Project” pop-up screen as shown in
Figure 81.
Figure 81 – Add Project
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The field at the top of the “Add Project” pop-up screen is the “ERA Project Category” field,
which is a dropdown list. Users should select “Eviction Prevention” from the dropdown list as
shown in Figure 82
Figure 82 – ERA Project Category
When the “Eviction Prevention” is selected, the Edit Project Pop-Up will display a series of
required data fields about the status of the ERA2 Eviction Prevention Project as shown below.
ERA2 Recipients must provide the following information about their ERA2 Eviction Prevention
Project(s).
Project Name. Input the name of the ERA2 Eviction Prevention Project in the data field as
shown in Figure 83.
Figure 83 – Project Name
Recipient Project ID. Input the Project ID developed by the ERA2 Recipient in the data field
as shown in Figure 84. Please make certain the Project ID for the Recipient’s ERA2 Eviction
Prevention Project is unique to the specific project (different from other ERA1 & ERA2 project
IDs).
Figure 84 – Recipient Project ID
Total Cumulative Obligations for this Project. Enter the total dollar value of obligations
made by the Recipient under this ERA2 Eviction Prevention Project from the initiation of the
project through the end of the current reporting period as shown in Figure 85.
Figure 85 – Total Cumulative Obligations
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Total Cumulative Expenditures for this Project. Enter the total dollar value of expenditures
for this ERA2 Eviction Prevention Project from the initiation of the project through the end of
the current reporting period as shown in Figure 86.
Figure 86 – Total Cumulative Expenditures
Current Period Obligations for this Project. Enter the obligations the ERA2 Recipient made
in the current reporting period for this ERA2 Eviction Prevention Project as shown in Figure 87.
Figure 87 – Current Period Obligations
Current Period Expenditures for this Project. Enter the expenditures ERA2 Recipient and
its subrecipients made in the current reporting period for this ERA2 Eviction Prevention Project
as shown in Figure 88.
Figure 88 – Current Period Expenditures
Project Description. Provide a brief narrative description of this ERA2 Eviction Prevention
project (minimum of 300 words and maximum of 500 words). Please describe how this funding
fulfills a specific need within the community, supports broader eviction prevention and housing
stability initiatives as specified in FAQ46, integrates with other program resources and/or funds
to provide services, and so forth. The text box can be enlarged to accommodate several
sentences if needed. (See Figure 89.)
Figure 89 – Project Description
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Status to Completion. Select the most accurate status descriptor for this ERA2 eviction
prevention project. The options are: Not Started, Completed Less than 50%; Completed 50%
or More; Completed; Cancelled. (See Figure 90.)
Figure 90 – Status to Completion
Project an existing prevention program previously funded under the housing stability
services provision of ERA2? Select from the dropdown list. The selection options are: Yes
and No. See Figure 92.
Figure 91 – Existing Eviction Prevention Program
Number of unique households that received their initial Eviction Prevention Services
under this project during the current reporting period. Please enter the total number of
unique households that received their first eviction prevention services under this ERA2
Eviction Prevention Project in the current reporting period. In determining the total number of
unique households receiving this assistance, count any household only one time, even if the
household received the services more than once in the reporting period. (See Figure 92.)
Figure 92 – Households Receiving Initial Eviction Prevention Services
Total Cumulative Number of unique households that received Eviction Prevention
Services under this project cumulatively from award date through the end of the
reporting period. Enter the cumulative number of households received any amount of eviction
prevention services under this ERA2 project from the initiation of this project through the end
oof the current reporting period. In determining the cumulative total, count any household only
one time, even if the household received services more than once. (See Figure 93.)
Figure 93 – Households Received Eviction Prevention Services
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Less than 30% of area median income. Enter the cumulative number of households that
received any amount of eviction prevention services under this ERA2 project from the initiation
of this project through the end of the current reporting period, with household incomes less
than 30% of area median income. In determining the cumulative total, count any household
only one time, even if the household received services more than once. (See Figure 94.)
Figure 94– 30% AMI
Between 30 and 50% of area median income. Enter the cumulative number of households
that received any amount of eviction prevention services under this ERA2 project from the
initiation of this project through the end of the current reporting period, with household incomes
between 30% and 50% of area median income. In determining the cumulative total, count any
household only one time, even if the household received services more than once. (See Figure
95.)
Figure 95 – 30-50% AMI
Total Cumulative amount of ERA2 funds allocated for Eviction Prevention Services that
were paid to or for participant households through the end of the period of performance.
Enter the cumulative total amount of ERA2 funds the grantee and/or its subrecipients and
contractors, as applicable, expended (paid) to participant households under this ERA2 eviction
prevention project from the initiation of this project through the end of the current reporting
period. (See Figure 96.)
Figure 96 – ERA2 Funds Paid for Eviction Prevention
When the user has provided all required information on the screen, click the “Save Project”
button at the bottom left of the screen.
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Section IV. Subrecipients, Contractors, and Beneficiaries Tab
In this Tab, users report details about all entities (Subrecipients, Contractors and Beneficiaries
(other than beneficiaries who are individual tenants or individual/small business landlords)) to
which the ERA2 Recipient obligated $30,000 or more as of the end of the reporting period.
Please refer to “Subrecipients, Contractors, and Beneficiaries Tab” in the ERA Reporting
Guidance for additional information.
The tab consists of two segments: a) Subrecipient Information and b) My Subrecipients
(Subaward, Contract and Direct Payment).
a) Subrecipients, Contractors and Beneficiaries Information
ERA2 recipients use the Subrecipients, Contractors and Beneficiaries tab to either manually
input or bulk upload data on entities that were established for the first time in the current quarter
as the Recipient’s subrecipients, contractors or beneficiaries. For bulk upload instructions
specific to this submodule, see Appendix A – Bulk Upload Overview. Note, Recipients should
not provide information on Subrecipients, Contractor or Beneficiaries for whom the information
was provided in previous quarters.
Users can download bulk file Template #1 for use in submitting the required data via bulk file
upload. When ready to submit the data in your bulk upload file, use the Upload complete
Template #1 button. (See Figure 97.)
Figure 97 – Bulk Upload of Subrecipient, Contractor and Direct Payee Records
Note: When using the bulk file upload capability or manual entry, subrecipient, contractor
or beneficiary profiles must be completed prior to beginning the data entry for the
subawards, contracts or direct payments.
Users that manually input the records for the entities that initially became the ERA2 Recipient’s
Subrecipient, Contractors or Beneficiary in the current quarter should follow the instructions
below.
1. If the user is making a profile record for a new Subrecipient, Contractor or
Beneficiary, enter the relevant information in each of the required fields (See
Figure 98). All starred information is required. All Subrecipients and Contractors
must include the entity’s UEI number. Beneficiary records must include either
the UEI or TIN.
All new records entered must also provide the “Entity Type.” This is the role of
the entity, such as Subrecipient, Contractor, or Beneficiary.
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2. As the user enters information about each Subrecipient, Contractor and
Beneficiary, the list at the bottom of the page will populate with key information
for each record. Subrecipient, Contractor and Beneficiary information entered
in past quarterly reports will carry over from quarter to quarter. Please do not
create duplicate records.
3. When all Subrecipient, Contractor and Beneficiary profile record information is
entered, the user should click the Next button to advance to the next module.
Figure 98 – Subrecipient, Contractor, Beneficiary Record
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Figure 99 – Download My Subrecipients List
b) Update/Delete/Search/Download Subrecipients, Contractors, and Beneficiaries
records.
Users can update a Subrecipient, Contractor or Beneficiary record when the portal is
accessible in any reporting period. However, users can delete a record of this kind only
in the reporting period when the record was initially created and must perform the
deletion before certifying and submitting the quarterly report.
To revise a record at any time, including in the quarterly report where it was initially created,
users can identify the record from the on-screen list of subrecipient records. Click the
corresponding “eye” button to open the pop-up window that displays the record details, then
edit any of the fields shown on screen. Once the revisions have been made use the “Save
Subrecipient” button to update and save the revised data. (See Figure 99.)
To delete the entire record before submitting the quarterly report where the record was initially
created by using the “Delete Subrecipient” button. (See Figure 100.)
Note the “Delete Subrecipient” button shown in Figure 100 is not available after the ERA2
Recipient submits the quarterly report in which the record was initially created.
Figure 100 – Subrecipient Record
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Section V. Recipient’s Subawards, Contracts and Direct Payments
Tab
Use the Subaward, Contracts, and Direct Payments tab to enter required information about all
ERA2 obligations valued at $30,000 or more (in the form of subawards, contracts and direct
payments) created by the ERA2 Recipient in the quarterly reporting period.
By entering the required details about any obligations made in the quarterly reporting period,
the information will be maintained in the portal’s database and users will be able to review the
details and report associated expenditures in the current and future quarterly reports.
Please refer to the ERA Reporting Guidance for additional information on required information
about reporting details of obligations made in the form of subawards, contracts and direct
payments.
Subaward, Contract, and Direct Payment Information
ERA2 Recipients can use either manual entry or bulk upload to provide required information
on this tab. For bulk upload instructions specific to this tab, see Appendix A – Bulk Upload
Overview. Users can download the bulk template using the provided link in Treasury’s portal
and use the upload button. (See Figure 101.)
Figure 101 – Bulk Upload of Subawards, Contracts, and Direct Payment Records
Users that choose to manually enter records, follow the instructions below.
1. Enter the following fields: Subaward, Contract or Direct Payment Number,
Amount Obligated, Date, Type, Performance Start, Performance End, Place of
Performance Address, City, State, Zip, Zip+4, and Country. Valid selections are
listed in blue font below two data elements in Figure 102 below.
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Figure 102 – Subaward, Contract and Direct Payment Record
Figure 103 – Description of Subaward, Contract or Direct Payment
2. Enter the UEI for the Subrecipient or Contractor or UEI or TIN for the Beneficiary
in the Select Subrecipient, Contractor or Beneficiary Entity text box (See Figure
102 and click the search icon on the right. If a Subrecipient, Contractor or
Beneficiary record already exists, this will connect it to your Subaward, Contract,
or Direct Payment.
3. Use the open textbox to provide a brief description of the Subaward, Contract
or Direct Payment’s underlying eligible use. (See Figure 103.)
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4. Click Create Subaward, Contract or Direct Payment Record to establish the
Subaward record. Repeat Steps 1 through 3 to create additional Subaward,
Contract or Direct Payment records.
5. The list of Subawards, Contracts and Direct Payments will be displayed below
the “My Subawards, Contracts and Direct Payments” title at the bottom of the
page. (See Figure 104.)
6. When finished adding to your list, click the Next button to advance to the
Expenditures tab.
Figure 104
a) Update/Search/Download Subaward, Contract, and Direct Payment records
1. Please use the search box shown in Figure 104 to search for specific
subrecipient, contractor or beneficiary records.
2. Users can use the “Download My Subawards List” button shown in Figure 104
to download as Excel file that lists your subrecipient, contractor and beneficiary
records.
3. Users can then use the downloaded information to perform offline review and
verification on the previously submitted information. Use this process to identify
any records that require updates. Users can also use this process to download
past and current quarter data for recordkeeping.
4. Alternatively, use the “eye” symbol in Figure 104 to view subaward, contract
and direct payment records online. Figure 105 displays a view of the information
that will be shown on-screen when clicking the “eye” symbol.
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Figure 105 – Subaward, Contract, and Direct Payment Record
5. Update and Revise subaward, contract and direct payments records by editing
any of the fields shown on the “Subaward” pop-up screen and using the “Save
Subaward” button. (See Figure 105.) However, the “Grey” fields cannot be
updated/changed. These include the ERA2 Project name, the Subaward Number;
and the Treasury Subaward ID.
6. Note the “Delete Subrecipient” button shown in the figure above is not available
after the ERA2 Recipient submits the quarterly report in which the record was
initially created.
7. Subawards cannot be deleted completely after the quarterly report in which they
were initially created has been certified and submitted, as noted above.
Nevertheless, much information about a Subaward can be revised (including
zeroing out ($0.00) the Subaward amount).
8. The “Narrative” box will appear only when a user edits a subaward record that was
created in a previous quarter. Users should add notes under “Narrative” describing
the changes made to the record before saving.
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Section VI. Expenditures Tab
ERA2 grantees must report all expenditures made in the reporting period as part of each
quarterly report. Please refer to the ERA Reporting Guidance for additional clarification on the
Expenditures tab.
Expenditures reporting is categorized into three groups:
(1) Expenditures Associated with the ERA2 Recipient’s Subawards, Contracts and
Direct Payments for which it had obligated $30,000 or More.
(2) Total of all Obligations and Total of all Expenditures Associated with the ERA2
Recipient’s Subawards, Contracts and Direct Payments for which it has obligated Less
than $30,000; and
(3) The ERA2 Recipient’s Obligations and Expenditures (Payments) to Individuals
(Beneficiaries).
Like other tabs, the Expenditures reporting tab allows users to enter data manually or leverage
the bulk file upload capability. For bulk upload instructions specific to this tab, see Appendix A
– Bulk Upload Overview. Users can download the unique bulk templates for each of the three
groups listed above using the provided link. (See Figure 106 for where to download and then
upload Template #3.)
Figure 106 – Download and Upload Templates
Users that manually enter data should follow the steps below.
• Expenditures Associated with the ERA Recipient’s Subawards, Contracts and
Direct Payments Valued at $30,000 or More (See Figure 107.)
1. Select the Treasury Subaward ID for the Subrecipient, Contractor, Direct
Payee from the dropdown list. The number is in the “SUB-XXXX” format.
Remember, the portal assigned the Treasury Subaward ID when you set-up
records for the entity on the “Subrecipients, Contractors, and Beneficiaries” tab.
Selecting the Treasury Subaward ID number will trigger the portal to populate
several required fields on-screen.
2. Select the ERA2 Project Name from the dropdown list. Note, the default project
is the ERA2 recipient’s Emergency Rental Assistance Project. If the recipient
has established one or more ERA2 Affordable Rental Housing Project(s) or
ERA2 Eviction Prevention Project(s) (the establishment of a project is
accomplished on the Project Overview Tab), those projects will appear on the
project drop-down list as well. Users should take care to associate each
expenditure with the correct ERA2 Project.
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3. To report new expenditures under a specific subaward, contract or direct
payment, please enter the Recipient’s Subaward, Contract or Direct Payment
Number in the search function under “Subaward ID” to associate the
expenditure record to the appropriate subaward, contract or direct payment.
4. Enter the Expenditure Start Date, Expenditure End Date, and Expenditure
Amount.
5. Select the associated ERA Expenditure Category from the drop-down picklist.
There is a text box to provide a narrative with details on any Administrative
Costs.
6. Cumulative Expenditures Amount Reported to Date is also shown on the
screen. (See Figure 108.)
7. Click the Save Expenditure Records button at the lower left corner of the display
to submit the expenditure record. Repeat Steps 1 through 5 to report additional
expenditures. The submitted information will appear in an on-screen list
immediately below the section. Proceed to the next segment once all
expenditures are reported.
Figure 107 – Manual Input of Expenditures Associated with Obligations of $30,000 or More
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Figure 108 – Display of Cumulative Expenditure Amount Associated with Obligations of $30,000 or More
Note on Reporting Administrative Costs
ERA2 Recipients may create a “Subrecipient” or “Contractor” record for
itself to record and track administrative expenses. To do so, the user
should also create “subaward” or “contract” records to obligate ERA2
funds for administrative expenses, and report administrative cost
expenditures on the Expenditures Tab.
To report an ERA Recipient’s expenditure under a subaward or contract
that is an administrative cost where the cumulative obligation is less
than $30,000:
1. Select “Administrative Costs” for the Expenditures Category.
2. Use the “Administrative Cost Narrative” field to provide a supporting
narrative.
• Total Amount of Obligations and Expenditures Made in the Quarter Associated
with the ERA2 Recipient’s Subawards, Contracts and Direct Payments for which
the ERA2 Recipient had Obligated Less than $30,000 (See Figure 109.)
1. Enter the Total Amount of Obligations and Expenditures in the Quarter.
Users may enter “0” (zero) where appropriate.
2. Select the associated Expenditure Category and Subaward. Contract or Direct
Payment Type from the drop-down picklist.
3. Click the Save Data Entry button to submit the record. Depending on the
obligations and expenditures in the current reporting period, Steps 1 & 2 will
need to be repeated up to 21 times (for 7 Expenditure Category types and 3
Aggregate Payment types).
4. Treasury’s portal will display an on-screen summary of the reported obligations
and expenditures in tabular format. Please see Appendix B for a sample of the
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table. The sample may be particularly helpful for Recipients who manually key-
in these data points.
5. Cumulative Obligations and Expenditures in this category from award date
through the end of the reporting period will be displayed (based on the sum of
all records reported in this section). These fields are automatically calculated
and displayed in the middle of the subsection. (See Figure110.)
6. Proceed to the next segment of the Expenditures Tab once all obligations and
expenditures made in the quarter are reported.
Figure 109 – Manual Input for Obligations and Expenditures of Less than $30,000
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Figure 110 – Display of Cumulative Amounts Obligated and Expended
(Associated with Obligations of Less than $30,000)
• ERA2 Recipient Expenditures (Payments) to Individuals (See Figure 111.)
1. Enter the Total Amount Expended and Total Amount Obligated for payments to
individuals in the quarter.
2. Select the relevant ERA2 Project from the Project Name drop-down list.
Remember ERA2 Recipient may have multiple Projects including the
Emergency Rental Assistance Project, one or more Affordable Rental Housing
Project(s) and one or more Eviction Prevention Project(s).
3. Select the associated Expenditure Category from the drop-down picklist.
4. Click the Save Data Entry button located at the lower left of the screen to submit
the record. Depending on the obligations and expenditures performed in the
reporting period, Steps 1 & 2 will need to be repeated for each of the 7
Expenditure Category types.
5. Treasury’s portal will display an on-screen summary of the reported quarterly
obligations and quarterly expenditures to individuals in tabular format. Please
see Appendix C for a sample of the table. The sample may be particularly helpful
for Recipients who manually key-in these data points.
6. Cumulative Expenditures and Cumulative Obligations displays the sum of all
records reported in this section from award date through the end of the reporting
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period. These fields are automatically calculated and displayed at the bottom of
the subsection. (See Figure 112.)
Figure 111 – Manual Input Screen for Aggregate Obligations and Expenditures in the Quarter Related to
Payments to Individuals
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Figure 112 -- Display of Cumulative Amounts Obligated and Expended to Individuals
• Update/Delete Expenditure Records
1. The user can only delete Expenditure Records it created in the current reporting
period.
2. ERA2 Recipients are not able to update or delete expenditure records after the
quarterly report in which they are initially created has been submitted.
3. To reflect changes to previously reported expenditures, the ERA2 User should
create a new expenditure record associated with the subaward that needs to be
updated. For example, if the Recipient previously reported expending $100,000
under a subaward but later realized the expenditure amount was $110,000, the
Recipient should create a new expenditure record associated with the
subaward, in the amount of $10,000.
Click the Next button on the navigation bar to advance to the next section.
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Section VII. Emergency Rental Assistance Project Data Tab
ERA2 Recipients use this tab to report cumulative total amounts for 14 required measures
from the date of receipt of the ERA2 award through the end of the reporting period.
The tab includes five tables/sections:
Cumulative Number of Households that Submitted an Application and Received
Assistance.
Cumulative Number of Households that Received ERA2 Assistance by Type
Cumulative Number of Unique Participant Households at Certain Income Levels
Cumulative Number of Unique Participant Households Whose Income Eligibility was
Determined by Other Methods
Average Number of Months of Rent or Utility/Home Energy Payments
Recipients must manually enter their responses on this tab. For any data fields that do not
apply, please enter “0.” Recipients are required to report these cumulative amounts broken
out by Race, Ethnicity, and Sex of the participant households on the following tab.
Cumulative Number of Households that Submitted an Application and Received
Assistance. Report data on ERA2 applications received and assistance provided from the
date of receipt of the ERA2 award to the end of the reporting period. Note, questions 1A and
2A require cumulative data, but question 1B requires quarterly data only. (See Figure113.)
Figure113 – Numbers of Applications Submitted and Households Receiving Assistance
Cumulative Number of Households that Received ERA2 Assistance by Type. Report data
on the cumulative number of unique households that had received the different types of ERA2
assistance from the date of receipt of the ERA2 award through the end of the reporting period.
(See Figure114.)
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Figure 114 – Cumulative Number of Households that Received ERA2 Assistance
Cumulative Number of Unique Participant Households at Certain Income Levels. Report
data on households served based on income eligibility. (See Figures 115 and 116.)
Figure 115 – Cumulative Number of Unique Participant Households at Certain Income Levels
Cumulative Number of Unique Participant Households Whose Income Eligibility was
Determined by Other Methods. Report the number of households for which the household
income was determined to be eligible for other federal benefit programs or by a fact-based
proxy and for whom there is not sufficient information to determine the correct AMI
classification. (See Figure 116.)
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Figure 116 – Cumulative Number of Unique Participant Households Whose Income Eligibility was Determined by
Other Methods
Average Number of Months of Rent or Utility/Home Energy Payments. Report data on
average amounts paid over the period from receipt of the ERA2 award through the end of the
current quarterly reporting period. (See Figure 117.)
Figure 117 - Average Number of months of rent or utility/home energy payments
Click the Save Emergency Rental Assistance Project Data button to record progress.
Click the Next button to advance to the Emergency Rental Assistance Project Participant
Demographics Data tab.
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Section VIII. Emergency Rental Assistance Project Participant
Demographics Data Tab
ERA2 Recipients use this tab to report their ERA2 Emergency Rental Assistance Project
participant demographic information. (Please note: No data on Affordable Rental Housing or
Eviction Prevention is reported on this tab.)
ERA2 Recipients must report cumulative information by race, ethnicity, and sex of the primary
applicant of the participant household. Please refer to the ERA Reporting Guidance for
additional information.
Populate each of the five tables in this tab with cumulative data from the date of ERA2 award
through the end of the reporting period.
For Tables 1, 2, 3 and 5, please report cumulative demographic information for each question.
The portal will sum the inputted disaggregated information and display the total for each
demographic category (race, ethnicity, and ) in each column.
Manually enter each data element as a whole number or zero (no negative numbers,
decimals, or fractions). For any data fields with no data, please enter “0.”
After entering or editing the required data in each table (and inputting zeros where there is no
data), click the SAVE button immediately below the table. Upon clicking the SAVE button, the
portal will examine and validate the inputted data and provide error messages, if needed, so
grantees can adjust the inputted data if needed, before moving to the next table.
Table 1 – Number of Unique Households
Users must provide cumulative information for the two questions shown on the Table 1
disaggregated by race, ethnicity and sex of participant households as shown below. (See
Figure 118.)
The portal will sum the inputted disaggregated information and display the total for each
demographic category (race, ethnicity, and sex) in each column.
To aid the recipient in reporting consistently, the portal will display the cumulative total number
for each question as entered by the recipient on the previous tab, “Emergency Rental
Assistance Project Data.”
Column 1A. Applications Submitted, is defined as “Number of unique households that
completed and submitted an application for ERA2 Emergency Rental Assistance
cumulatively from award date through the end of the reporting period.”
• Please enter the cumulative number of unique households that completed and
submitted an application for ERA2 Emergency Rental Assistance from award date
through the end of the reporting period, broken out by race, ethnicity, and sex of the
head of household.
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Column 1B. Households Receiving Initial Assistance in the Quarter, is defined as
“Number of unique households that received their initial ERA2 assistance in the current
quarterly reporting period.”
• Please enter the total number of unique households that received their initial ERA2
Emergency Rental Assistance in the current quarterly reporting period broken out by
race, ethnicity, and sex.
Click on the pencil icons to open each text boxes to enter your data. You must enter a number
greater than or equal to zero “0” for each item. Please enter a zero “0” to represent none.
First enter responses for all categories in the Question 1A column and next enter responses
for each disaggregated data category in the Question 1B column.
When complete with no error flags, click the “Save” button and go to Table 2.
Table 1 – Number of Unique Households
Figure 118 – Table 1 Input Screen
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Data Validations on Table 1
The portal has built-in verifications to ensure the data entered in Table 1 is complete and
logically consistent within the three categories, within each column, and across the columns.
Example 1: The portal will alert the grantee of a reporting error if the user enters figures (such
as 100) in Question 1A for the number of Males who submitted an application and enters a
larger figure (such as 1,000) in Question 1B for the number of Males who received assistance
for the first time in the quarter.
In this example, it is not logically possible that a total of 100 unique Males submitted
applications while a total of 1,000 unique Males received assistance in the quarter. The number
who received assistance cannot be larger than the number who submitted an application.
When the portal displays a flag, it will indicate the rows that appear to contain inconsistent
data. The user should review the inputted information and make revisions as needed.
In addition, Table 1 requires that the totals for each column displayed in the dark-shaded rows
labeled “Race Category Total,” “Ethnicity Category Total,” and “Sex Category Total” must be
equal.
Finally, users must complete each field on Table 1. Please enter zero “0” in any field where
there is no data to report.
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Table 2 – Number of Households by Assistance Type
On Table 2, users must provide cumulative demographic information for the six questions. The
information must be disaggregated by race, ethnicity and sex as shown below. The portal will
sum the inputted disaggregated information and display the total for each demographic
category (race, ethnicity, and sex) in each column. (See Figure 119.)
Column 2A. Cumulative Number of Households Receiving ERA2 Assistance, which is the
“Number of unique households that received ERA2 Emergency Rental Assistance cumulatively
from award date through the end of the reporting period.”
• Please enter the cumulative number of unique households that received ERA2
Emergency Rental Assistance of any type from award date through the end of the
reporting period, broken out by race, ethnicity, and sex of the head of household.
Columns 2B, 2C, 2D, 2E and 2F. Cumulative Number of Households Receiving Each
Type of ERA2 Rental Assistance from award date through the end of the reporting
period.
• Please enter the cumulative number of unique households that received ERA2
Emergency Rental Assistance by type (Rent, Rental Arrears, Utilities/Home Energy,
Utilities/Home Energy Arrears, and Other Expenses Related to Housing) from award
date through the end of the reporting period, broken out by race, ethnicity, and sex of
the head of household.
As with Table 1, to enter data on Table 2, click on the pencil icon to open a small text box
where you can enter whole numbers. Users must enter a numeral for each item. Please enter
a zero “0” to represent none.
Users must enter responses for all categories under Columns 2A, 2B, 2C, 2D, 2E and 2F
sequentially, starting with the item in Column 2A.
When Table 2 is complete, click ‘Save’, before proceeding to Table 3.
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Table 2 – Number of Households by Assistance Type
Table 119 – Cumulative Numbers of Households by Type
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Data Validations on Table 2
Like Table 1, the portal has built-in verifications to ensure the data entered in Table 2 is
complete and logically consistent. Please see the following examples.
Example 1: The portal will alert the grantee and prohibit submission of values for any
demographic segment (race, ethnicity, and sex) on Table 2, Question 2A that is greater than
the values inputted for the demographic segments on Table 1, Question 1A.
This data validation check is ensuring that the figures reported for Question 1A (cumulative
number of unique households that had submitted an application) is not less than the figures
reported for Question 2A (cumulative number of households that had received assistance from
the award date through the end of the reporting period.
Example 2: The portal will display an error if the total for any demographic segment (race,
ethnicity, and sex) entered under Question 2A (cumulative number of households in that
demographic segment who received any form of assistance from award date through the end
of the reporting period) is less than an entry in any of the demographic segments (rows) in any
of the Columns – that is Columns 2B, 2C, 2D, 2E and 2F.
For example, if a recipient reports that 100 unique Hispanic or Latino households received any
form of assistance between award date and the end of the reporting period (by inputting 100
in Column 2A, row 10) and the recipient also reports that 150 unique Hispanic or Latino
households received rental assistance (by inputting 150 in Column 2B, Row 10), that would be
a violation of the validation rule. That is, the number who received rental assistance cannot be
larger than the number who receive all forms of assistance.
When entering data in Table 2, users should make certain that for each column, the amounts
displayed in the dark-shaded rows labeled “Race Category Total,” “Ethnicity Category Total,”
and “Sex Category Total” are equal.
Finally, users must complete each field on Table 2. Please enter zero “0” in any field where
there is no data to report.
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Table 3 – Number of Households by Income and Other Eligibility
Methods
On Table 3, users must provide cumulative disaggregated demographic information for the six
questions shown on the table. The information must be disaggregated by race, ethnicity and
sex as shown below (See Figure 120).
The portal will sum the inputted disaggregated information and display the total for each
demographic category (race, ethnicity, and sex) in each column.
To aid the recipient in reporting consistently, the portal will display the totals for each column
as entered by the recipient on the previous tab, “Emergency Rental Assistance Project Data.”
Columns 3A, 3B and 3C. Cumulative Number of Households that Received ERA2
Emergency Rental Assistance of any type by income level, defined as “Cumulative
Number with Household Income of less than 30% of Area Median Income;” “Cumulative
Number with Household income of between 30% and 50% of Area Median Income;” and
“Cumulative Number of Households with Incomes of between 50% and 80% of Area Median
Income.”
• Please enter the cumulative number of unique households that received ERA2
Emergency Rental Assistance of any type from award date through the end of the
reporting period broken out by income level, with each level disaggregated by race,
ethnicity, and sex of the head of household.
Column 3D. Household Eligibility Based on Eligibility for other Federal Benefits. Users
must enter the “Cumulative Number of unique households whose income eligibility was
determined based on their eligibility for other federal benefit programs.”
• Please enter the cumulative number of unique recipient households whose income
eligibility was determined based on their eligibility for other federal benefit programs.
The numbers reported for this item should only reflect the number of households for
which the household income was determined to be eligible for other federal benefit
programs and for whom there is not sufficient information to determine the correct AMI
classification.
Column 3E. Household Eligibility Determined using Fact-Based Proxy. Users must enter
the “Number of unique households whose income eligibility was determined used a fact-based
proxy.”
• Please enter the cumulative numbers of unique households (from award date through
the end of the current reporting period) of unique households whose income eligibility
was determined using a fact-based proxy. The numbers reported for this item should
only reflect the number of households for which the household income was determined
based on a fact-based proxy and for whom there is not sufficient information to
determine the correct AMI classification.
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Column 3F. Cumulative Amount of ERA2 Funds Paid to/for Participant Households.
Users must enter the “Total amount of ERA2 funds paid cumulatively from award date through
the end of the reporting period to or for participant households.”
• Please enter the cumulative amounts of ERA2 funds paid to/for participant households
from award date through the end of the reporting period, disaggregated by race,
ethnicity, and sex of the head of household.
Like Tables 1 and 2, you must click on the pencil icon to open a small text box where you can
enter whole figures. ERA2 Recipients must enter a figure for each item. Please enter a zero
“0” to represent none.
Please enter responses for all categories under Columns 3A, 3B, 3C, 3D, 3E and 3F
sequentially, including each disaggregated data category, starting with Column 3A.
To aid the recipient in reporting consistently, the portal will display the totals for each column
as entered by the recipient on the previous tab, “Emergency Rental Assistance Project Data.”
When Table 3 is complete, click ‘Save’, before proceeding to Table 4.
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Table 3 – Number of Households by Income and Other Eligibility
Methods
Figure 120 – Cumulative Numbers of Households by Income and Other Eligibility Methods
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Data Validations on Table 3
Table 3 data validations ensure consistency for each demographic segment (race,
ethnicity, and sex) on Questions 3A, 3B, 3C, 3D and 3E with the figures reported Table 2,
Question 2A.
Specifically, the portal will indicate an error when the sum of amounts reported in Questions
3A + 3B + 3C + 3D + 3E is greater than the amounts reported in corresponding segments
as reported in Table 2, Column 2A.
Example: The total number of Asian households that received assistance (which is the sum
of the number in each income category shown on Table 3, Columns 3A + 3B + 3C + 3D +
3E) cannot logically be greater than the cumulative number of Asian households that have
received assistance from the ERA2 award date through the end of the current reporting
period as reported on Table 2 Question 2A.
As on Tables 1 and 2, when entering data in Table 3, users should make certain that for
each column, the amounts displayed in the dark-shaded rows labeled “Race Category
Total,” “Ethnicity Category Total,” and “Sex Category Total” are equal.
Finally, users must complete each field on Table 3. Please enter zero “0” in any field
where there is no data to report.
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TABLE 4 – AVERAGE NUMBER OF MONTHS OF ASSISTANCE
In Table 4, ERA2 Recipients must report the average number of months that participant
households received ERA2 rental or utility assistance between the date of receipt of the ERA2
award and the end of the current reporting period, disaggregated by race, ethnicity, and sex of
the participant household’s head of household (See Figure 121).
Please enter each response with up to two decimal points, for example 52.5 to represent 52.5
percent. For any data fields with no data, please enter “0.”
To aid the recipient in reporting consistently, the portal will display the totals for each column
as entered by the recipient on the previous tab, “Emergency Rental Assistance Project Data.”
When finished entering data on Table 4, click the Save button to move to Table 5.
Figure 121 – Average Number of Months of Assistance
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TABLE 5 -- CUMULATIVE AMOUNTS OBLIGATED AND EXPENDED
In Table 5, ERA2 Recipients must enter cumulative amounts for six obligation and expenditure
measures from date of receipt of the ERA2 award through the end of the reporting period (See
Figure 122).
The portal will pre-populate the first item on Table 5 with information the grantee inputted on
the Project Overview Tab dashboard. Grantees must manually enter responses to the
remaining questions on Table 5.
Total dollar amount of ERA2 funds paid cumulatively from award date through the end
of the reporting period to or for participant households.
Users must input the cumulative dollar amount of ERA2 award funds paid under the ERA2
Emergency Rental Assistance Project to or for participant households including payments for
rent, rental arrears, utility/home energy costs, utility/home energy arrears, and other housing
services and eligible expenses. Do not include amounts paid for housing stability services
provided under this project.
Total dollar amount of ERA2 fund paid (expended) for administrative expenses
cumulatively from award date through the end of the reporting period.
Users must input the total dollar amount of the ERA2 award the Recipient (and its
subrecipients and contractors, as applicable) expended for administrative expenses under
the ERA2 Emergency Rental Assistance Project cumulatively from award date through the
end of the reporting period.
Total dollar amount of ERA2 funds obligated for administrative expenses cumulatively
from award date through the end of the reporting period.
Users must enter the dollar amount of the ERA2 award the Recipient (and its subrecipients
and contractors, as applicable) has obligated for payment for administrative expenses under
the ERA2 Emergency Rental Assistance Project cumulatively from award date through the
end of the reporting period. The cumulative amount obligated should reflect the cumulative
amount the Recipient has paid or agreed to pay for administrative expenses, as evidenced by
a legally binding agreement or contract.
Total dollar amount of ERA2 award funds paid (expended) for housing stability
services cumulatively from award date through the end of the reporting period.
The user must input the total amount of the ERA2 award the Recipient (and its subrecipients
and contractors) paid for housing stability services (including eviction prevention/diversion)
under the ERA2 Emergency Rental Assistance Project cumulatively from award date through
the end of the reporting period. Note, this should include only housing stability expenditures
under the ERA2 Rental Assistance Project and exclude expenditures under any ERA2
Eviction Prevention Project(s).
Total dollar amount of ERA2 award funds obligated for housing stability services
cumulatively from award date through the end of the reporting period.
The user must input the total amount of the ERA2 award the recipient (and its subrecipients
and contractors, as applicable) obligated for housing stability services (including eviction
prevention/diversion) under the ERA2 Emergency Rental Assistance Project cumulatively
from award date through the end of the reporting period. Note, this should exclude
obligations under any ERA2 Eviction Prevention Project(s).
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Cumulative number of unique participant households that received housing stability
services under the ERA2 Emergency Rental Assistance project from award date
through the end of the reporting period.
Users must report the number of unique households that have received housing stability
services directly from the Recipient or from any subrecipient(s) / contractor(s) under the
ERA2 Emergency Rental Assistance Project. Do not include households that have received
housing stability services under an ERA2 Eviction Prevention project only.
When complete, click the “Save” button.
Table 5 – Cumulative Amounts Obligated and Expended
Pre-populated:
Total cumulative Expenditures for the Emergency Rental Assistance Project between date of
receipt of the ERA2 award through the end of the current reporting period.
Manual entry:
Figure 122 – Cumulative Amounts Obligated and Expended, ERA2 Rental Assistance Project
Emergency Rental Assistance (ERA2) Program
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Data Validations on Table 5
The portal has built-in verifications to ensure the data entered in Table 5 is accurate. Please
see the following examples.
Example 1: The portal will raise a data validation error message if the sum of the three
expenditure data points entered in is Table 5 (listed below) does not equal the total cumulative
expenditures for the ERA2 Emergency Rental Assistance Project as shown on the “Project
Overview Tab” dashboard. (Note, for reference, the total cumulative expenditures as shown on
the “Project Overview Tab” dashboard is displayed at the top of the Table 5 screen.)
The three expenditure data points are as follows:
Total dollar amount of ERA2 funds paid cumulatively from award date through the end
of the reporting period to or for participant households.
Total dollar amount of ERA2 fund paid (expended) for administrative expenses
cumulatively from award date through the end of the reporting period.
Total dollar amount of ERA2 award funds paid (expended) for housing stability
services cumulatively from award date through the end of the reporting period.
Example 2: The portal will raise a data validation error when the recipient reports that the
total dollar amount of ERA2 funds paid (expended) for administrative expenses cumulatively
from award date through the end of the reporting period is less than the cumulative amount
obligated for administrative expenses.
Example 3: The portal will raise a data validation error when the recipient reports that the
total dollar amount of ERA2 funds paid (expended) for housing stability services cumulatively
from award date through the end of the reporting period is less than the cumulative amount
obligated for housing stability services.
When ready, Click the “Save” button to record progress.
When ready click the Next button to go to the Performance and Financial Reporting tab.
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Section IX. Performance and Financial Reporting Tab
In this tab, you will report on the overall performance and financial information for the ERA2
award overall. Please refer to the ERA2 Reporting Guidance for additional clarification.
This tab includes four segments:
a) Performance Narrative.
b) Narrative on Effective Practices.
c) Federal Financial Reporting; and
d) Participant Household Payment Data File.
a) Performance Narrative
Please provide a narrative (or revised previously submitted narratives) on the
performance of the overall ERA2 activities relative to the outlined ERA2 goals and
outcomes over the current reporting period. (See Figure 123.)
1. Provide a narrative that discusses the ERA2 activities relative to the goals.
Address all the listed relevant points.
2. Alternatively, you can upload the performative narrative via the “Upload Files”
functionality. For ease of tracking, please use the following naming
convention:
ERA2-XXXX_Performance_Narrative_Qx_20xx.
Figure 123 – Performance Narrative
b) Narrative on Effective Practices
We encourage you to provide information on any practices you have used in
administering the ERA2 award that you consider “effective practices” that may be
helpful and shared with other ERA2 grantees.
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1. Provide a brief explanation on any “effective practices” used when administering
any aspect of the ERA2 award including any component ERA2 Projects. (See
Figure 124.)
2. Alternatively, upload your effective practices narrative via the “Upload Files”
functionality. For ease of tracking, please using the following standard file
naming convention:
ERA2-XXXX_Effective_Practices_ Qx_20xx.
Figure 124 – Narrative on Effective Practices
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c) Federal Financial Reporting
ERA2 Recipients must provide the following information. (See Figure 125.)
1. Near the top of the screen, the portal will display the current Total Award
Amount, which will be prepopulated by the portal. On the example shown in
Figure 125, the amount is shown as $1,000,000. ERA2 Recipients should
review the amount for accuracy.
2. ERA2 Recipients must report the following financial information for their entire
ERA2 Award (Based on the sum of obligations and expenditures across rental
assistance, affordable rental house, and eviction prevention projects):
• Cash Receipts (SF-425 Item 10a)
• Cash Disbursements (SF-425 Item 10b)
• Cash on Hand (SF-425 10c)
• Total Federal funds authorized (SF-425 Item 10d)
• Federal share of expenditures (SF-425 Item 10e)
• Federal share of unliquidated obligations (SF-425 Item 10f)
• Total Federal Share (Sum of SF-425 items 10e and 10f)
• Unobligated balance of Federal Funds (SF-425 Item 10d minus 10g)
• Current Quarter Obligations
• Current Quarter Expenditure
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Figure 125 – Federal Financial Reporting
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c) Participant Household Payment Data
All ERA2 Recipients must provide a Participant Household Payment Data File
containing details on each payment made to each unique household that has received,
either directly or indirectly, a payment of ERA2 funds from the subject ERA2 Emergency
Rental Assistance Project from date of receipt of the ERA2 award through the end of
the reporting period. Please see the ERA2 Reporting Guidance for additional
information.
It is very important that Recipients submit the Participant Household Payment Data
using Template 7. Please take care to populate Template 7 with complete data and
in the correct format.
Please refer to the Special Reporting Tip – Participant Household Payment Data File
(Template 7) Guide and Checklist for detailed instructions on submitting the required
data using Template 7. (https://home.treasury.gov/system/files/136/ERA-Tip-
Template-7.pdf) The guide and accompanying checklist are handy references for
ensuring the Recipient inputs the data correctly on Template 7 before uploading the file
into the portal.
ERA2 Recipients must use the bulk file upload capability to submit the required data.
To upload a completed Participant Household Payment Data section, click the
Upload Files icon. and attach the Participant Household Payment Data File (*.csv).
The file can be downloaded by clicking the Download Participant Household
Payment Data icon. (See Figure 126.)
For ease of tracking, please use the following standard file naming convention:
PHPDF QX YYYY SLTXXXX.csv (remove the spaces)
PHPDF
Qx = the quarter (for example Q1, Q2, Q3 or Q4)
YYYY = the reporting year
SLTXXXX = the SLT-XXXX application number associated with the ERA2 award
Please do not include spaces or use other characters in the file name.
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Figure 126 – Participant Household Payment Data File
d) Recipient Comments
Users may use the Recipient Comments section to provide any information or
comments to Treasury about data being reporting, technical issues encountered with
the portal, or other aspects of the compliance reporting process.
Recipients are encouraged to provide any information deemed necessary to further
explain any data or narrative responses submitted in the quarterly report as well. Users
can upload a file or use the provided text box to provide comments. (See Figure 127.)
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Figure 127
1. Click the Save Performance and Financial Report button to record progress.
2. Click the Next button to advance to the Report Certification and Submission
module.
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Section X. Report Certification and Submission Tab
The certification and submission process involves several steps as described below.
Statement of Accuracy and Completeness
The Authorized Representative for Reporting (ARR) must certify that the information provided
in the ERA2 Q2 2025 Quarterly Compliance Report is accurate and complete, in keeping with
the following statement that will be displayed on the portal. (See Figure 128.)
Figure 128 – Certification and Submission Statement
Total Obligations and Expenditures
The ARR will be able to certify and submit the ERA2 Q2 2025 Quarterly Report only if the
Recipient’s ERA2 Cumulative Obligations and Cumulative Expenditures as of the end of the
Q2 2025 Reporting Period are accurate as displayed on screen.
The “Total Obligations” is the cumulative amount of all ERA2 obligations as reported by the
ERA2 Recipient covering the period from date of receipt of the ERA2 award through the end
of the Q2 2025 reporting period. It includes all obligations as reported for all ERA2 projects
(rental assistance, affordable rental housing, and eviction prevention projects) administered by
the ERA2 Recipient.
Similarly, the “Total Expenditures” is the cumulative amount of all ERA2 expenditure made by
the ERA2 Recipient covering the period from date of receipt of the ERA2 award through the
end of the Q2 2025 reporting period.
These amounts are calculated by the Portal based on information the ERA2 Recipient reported
on the “Recipient Subawards, Contracts, and Direct Payments” tab and the “Expenditures” tab.
The amounts displayed here must equal the cumulative amounts displayed on the ERA2
Recipient’s “My Project” dashboard on the Project Overview screen. (See Figure 129.)
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Figure 129 – My Projects Dashboard
If the amounts displayed on the Certification and Validation Page do not correctly reflect the
ERA2 Recipient’s records, the user should review the amounts reported as obligation and the
amounts reported as expended on the Recipient Subawards, Contract, and Direct Payments
tab and the Expenditures tab. In addition, the user must ensure that the amounts reported on
the Project Overview tab, My Project Dashboard are correct and align with the ERA2
Recipients records.
Compliance with Single Audit Act Requirements
The ERA2 Recipient must answer the following questions regarding its compliance with the
Single Audit Act.
What is your fiscal year end date?
Please enter the date of your most recently completed fiscal year as shown in Figure 130.
Figure 130 – Fiscal Year End Date
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Amount of Federal Funds Expended.
Have you expended $750,000 or more in federal award funds in your most recently completed
fiscal year if the fiscal year began prior to October 1, 2024? If your most recent fiscal year
began on or after October 1, 2024, have you expended $1,000,000 or more in federal awards?
The selection options are: Yes and No. (See Figure 131.)
Figure 131 – Amount of Federal Funds Expended
Recipients that answer “Yes” to the question above will be asked the following two questions.
Have you submitted a single audit report or ERA2 program-specific audit report to the
Federal Audit Clearinghouse (FAC) for the most recently completed fiscal year? The
selection options are: Yes and No. (See Figure 132.)
Figure 132 – Submitted to the Federal Audit Clearinghouse?
If yes, when did you submit your single audit report or ERA2 program-specific audit
report to the FAC? (See Figure 133.)
Figure 133 – Date the Single Audit report was submitted to the FAC
Recipients that answer “No” to the question above will be asked, “If no, please explain why you
did not submit an audit report to the FAC.” (See Figure 134.)
Figure 134 – Explanation
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Are you ready to closeout your award for ERA2 even through the total amount reported
as expended is less than the total ERA2 allocation? Indicate “Yes” if the Recipient is ready
to begin the Treasury process for closing out the ERA2 award even through it has not expended
the full allocation. Treasury will follow up with Recipients who indicate they are ready to begin
the ERA2 closeout process. The selection options are: Yes and No. (See Figure 135.)
Figure 135 – Ready to Closeout even though total expenditures are less than total ERA2 Allocation?
Are you ready to closeout your ERA2 award given that the total amount expended equals
the total ERA2 allocation? Indicate yes if the Recipient has ended its ERA2 projects and is
ready to begin the Treasury process for closing out the ERA2 award. Treasury will follow up
with Recipients who indicate they are ready to begin the ERA2 closeout process. The selection
options are: Yes and No. (See Figure 136.)
Figure 136 – Ready to Closeout given that total expenditures equal total ERA2 Allocation?
Submitting Official Name and Contact Information
The ERA2 Recipient’s designated ERA2 Account Administrator or ERA2 Authorized
Representative for Reporting must e-sign the certification to successfully submit a Quarterly
Report. (See Figure 137.)
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Figure 137 – Submitting Official Information
After entering the submitting official information click on the “Certify & Submit” button to
proceed to the certification.
Next, the Portal checks the data submitted and display a statement as shown in Figure 139
informing the user to contact their ERA2 Account Administrator or ERA2 Authorized
Representative to submit the report.
Figure 138 – Confirmation of Intention to Submitted Data
If you are ready to submit the report, please click the “Submit” button. Otherwise, click the
“Cancel” button to go back to review of adjust any section of the report before submitting it.
The Portal will review the submitted form and, if there are no data validation issues, the Portal
will display a pop-up box indicating “Validate Success” as shown in Figure 139.
Figure 139 – Validation Success Pop-Up
If the Portal identifies errors, omissions, or inconsistencies at the time of your submission, a
“Submission Error” will appear and will list the issues to be revised / corrected in red, as
illustrated in Figure 140.
1
Figure 140 – Submission Error Pop-Up
Address all errors and repeat the Certify and Submit process to successfully submit your
report.
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Appendix A – Bulk File Upload Overview
a) Purpose
Appendix A provides an overview of the ERA bulk file upload process. There are seven (7)
unique bulk file upload templates listed below in the order in which they should be populated
and submitted to the ERA Treasury portal. A copy of each template can be downloaded directly
from the Bulk Upload Templates and Instructions Tab on the ERA quarterly report.
Template #1 – Subrecipient, Contractor, Beneficiary Profile
Template #2 - Subaward, Contract, Direct Payment Record
Template #3 - Reporting Expenditures associated with all Subawards, Contracts and
Direct Payments valued at $30,000 or more
Template #4 - Reporting Obligations and Expenditures associated with all
Subawards, Contracts and Direct Payments valued at less than $30,000.
Template #5 - Reporting Recipient Obligation and Expenditures to Individuals
Template #6 – This template has been discontinued.
Template #7 - Participant Household Payment Data File
b) Template Descriptions
Each Tab or section in the portal provides a link to applicable bulk upload template. Each of
the templates have the same structure as described below:
Row 1: Template Version
Row 2: Template Name
Row 3: Instructions: Brief description of the template constraints and download/upload
guidance
Row 4: Field IDs: Column identifiers
Row 5: Field Label: Brief description of each Field or Column
Row 6: Required or Optional: This field specifies if the field is optional or required. When
the column is required, and a recipient does not provide the required data, the system
will not accept any record or allow the file to be uploaded.
Row 7: Field Help Text: Provides a description of the column. There are 2 types of
fields, 1). text or numbers; 2). Predefined list of picklist values:
Text or numbers. Text for State name or Last Name or a Number that represents
amounts. Most text types are free formats, the only expectation is for Dates, each
column that represents a date describes the accepted format. For any number
field, it is not required to add “,” to represent thousands or it is not required to add
“$” to represent currency. Only add decimal “.” when needed; and
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Predefined list of picklist values: A predefined list of values that is accepted by the
system. When the column is a picklist, row 7 provides the list of options that the
system accepts. Recipients should “copy and paste” the valid value for each
record. If the recipient provides a value that is not in the predefined picklist, the
system will not accept the file. Responses should not contain double quotes.
Row 8: Data that Recipient submits. Row 8 is where recipients insert specific data to
submit. The system accepts 1 or many rows.
The following is special guidance for each row or set of rows:
1. Do not change the content of rows 1 through 7.
2. Rows 4 to 7 provide metadata of each data element or column of the information
that Recipients will provide.
3. Start adding your data in row 8 column B.
The following is an example of a template:
Figure 141 – Example Bulk Upload Template
c) Bulk Upload Template Download and Upload Steps
The Template download and upload process involves the following steps:
1. Download the template from the Bulk Upload Templates and Instructions tab.
2. Open the template in Microsoft Excel.
3. Users should add data starting with row 8, column B of the template.
4. When finished adding data for row 8, users should repeat on additional rows as
required.
5. Save the template as a .CSV file and change the name of the file if needed.
6. Click the Bulk Upload link to open the Bulk Upload box (See Figure 142).
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Figure 142 – Bulk Upload Pop-Up Message
7. Attach the saved .CSV file by clicking on “Upload Files”, alternatively users can
drag the file to the designated area.
8. A message will appear confirming that the file is uploaded (See Figure 143).
Click “Done”.
Figure 143 – Upload Files Message
9. The file will be listed at the bottom of the bulk upload window. (See Figure 144).
Figure 144 – File added to Bulk Upload portal.
10. Click “Validate” to have the system verify the bulk upload does not have errors.
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11. If the system validation finds errors in the bulk upload file, it will return the screen
with the list of the errors. (See Figure 145). From here, users can either update
on the screen by manually typing in your corrections in the Value column, or
you may restart the process with a corrected bulk upload file. In cases when it
may be preferable to work from a master list of errors, click the Download –
Export Errors link, highlighted in red box in Figure 145, to download a
spreadsheet detailing all errors in the bulk upload file. Once all errors are
corrected, click “update”. The system will once again check the upload for
errors.
Figure 14 – Listing of Bulk Upload Errors
12. If the system validates that the bulk upload has no errors, it will return the same
screen as Figure 146 with instead the option to “Create”. Click the “Create”
button.
Figure 146 – Bulk Upload Creation
13. Once created, the records will show at the bottom of the relevant screen.
d) Module-To-Module Bulk Upload File Creation Steps
The collective bulk file upload process is contingent upon end-users following the below steps
to ensure successful submission:
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1. Set up a Project Record within the system.
2. Load the Subrecipient Profile within the Project Record
3. Load the Subaward Reporting next (file references Sub Recipient and Project
Record information)
4. Load the three Expenditures files (files reference Subaward and Project
Record information)
5. Load the Participant Household Payment Data File
Note: All information submitted through the bulk upload process must
be submitted 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
f) Specific CSV characteristics
• The date format is MM/DD/YYYY. Example: 06/22/2021. To maintain this required
format, it may be necessary to set-up the date fields using a “custom” format found
under the “Format Cells” function in Excel.
• Do not include commas or special characters such as @#$%^&*( in the file
• All currency values are numeric. It is not required to add “,” for thousand or millions.
• Currency values should not contain a “$” sign. The file will be rejected if a “$” is
included in the data entry.
• All data for each template should be entered as text (except for the date fields, as
noted above). Prior to entering data, users must follow the below steps:
Step 1: Select all cells within the template. The Select All button sits at the upper left of
all worksheets, at the origin of row and column labels.
Figure 147 – Select All Button
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Step 2: Click the drop-down arrow next to the Format command on the Home tab.
Select Format Cells.
Step 3: Click the Number tab. Select Text as the Category.
Step 4: Click OK.
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 Picklist.
• Max Length: Indicates the maximum length in characters that is allowed for each
column.
h) Template #1: Subrecipients, Contractors, and Beneficiaries Profile Template
This module provides guidance on using bulk upload Template 1 to report information on
each Subrecipient, Contractor and Beneficiaries (other than beneficiaries who are
individual tenants or individual/small business landlords) to which the ERA2 Recipient
obligated $30,000 or more in ERA2 funding in the reporting period. The Subrecipients,
Contractors and Beneficiaries Tab allows users to enter data manually or leverage the bulk
file upload capability. For a definition of “Subaward” in the context of ERA2 reporting,
please see the Addendum to ERA Reporting Guidance – Clarifications and Guidance for
Financial Reporting on Recipient and Subrecipient Activities.
CSV Format Details
The templates provide all information required to create the upload files. The following table
highlights the data elements required for the Subrecipients, Contractors, and Beneficiaries
profile. Note, UEI (alpha-numeric) and TIN (numeric) cannot contain ‘-‘ , spaces, or symbols.
Table 1 – Required Data Elements for the Subrecipients, Contractors, and Beneficiaries Profile
Defined Term Definition Required List Values Data Type Max
Length
Subrecipient UEI The Required for n/a Alpha-numeric 12
Subrecipient, Subrecipients
Contractor, or and Contractors
Beneficiary
Unique Entity NOTE:
Identifier (UEI) Beneficiary must
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Defined Term Definition Required List Values Data Type Max
Length
from their have one of the
SAM.gov profile. following
identification
numbers must be
provided:
-UEI, or
-TIN
Subrecipient TIN The Not required for n/a Numeric 9
Subrecipient, Subrecipients
Contractor, or and Contractors
Beneficiary Records
Internal Revenue
Service (IRS) NOTE:
Taxpayer Beneficiary must
Identification have one of the
Number following
identification
numbers must be
provided:
-UEI, or
-TIN
Subrecipient A collection of Required |- State Picklist (See 82
Type indicators of |- County permissible
different types of Government values in
Subrecipients, |- City or previous column)
Contractors, or Township
Beneficiary types Government
that receive ERA |- Regional
funds. Organization
|- Nonprofit with
Sec 501(C)(3)
IRS status (Other
than an
institution of
Higher
Education)
|- Nonprofit
without Sec
501(C)(3) IRS
status (Other
than an
institution of
Higher
Education)
|- Individual
|- For-Profit
Organization
(Other than a
Small Business)
|- Small Business
|- Other
Subrecipient The name of the Required n/a String 80
Name Subrecipient,
Contractor, or
Beneficiary.
POC Email The email Required n/a String 40
Address address of the
primary point-of-
contact for the
Subrecipient
Contractor, or
Beneficiary.
Address Line 1 First line of the Required n/a String 255
Subrecipient,
Contractor, or
Beneficiary
address.
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Defined Term Definition Required List Values Data Type Max
Length
Address Line 2 Second line of Optional n/a String 255
the Subrecipient,
Contractor, or
Beneficiary
address.
Address Line 3 Third line of the Optional n/a String 255
Subrecipient,
Contractor, or
Beneficiary
address.
City Name Name of the city Required n/a String 100
in which the
Subrecipient,
Contractor, or
Beneficiary is
located.
State Code United States Required (AL, AK, AS, AZ, String 2
Postal Service AR, CA, CO, CT,
(USPS) two-letter DE, DC, FM, FL,
abbreviation for GA, GU, HI, ID,
the state or IL, IN, IA, KS,
territory in which KY, LA, ME, MH,
the Subrecipient, MD, MA, MI, MN,
Contractor, or MS, MO, MT,
Beneficiary is NE, NV, NH, NJ,
located. NM, NY, NC, ND,
MP, OH, OK,
OR, PW, PA, PR,
RI, SC, SD, TN,
TX, UT, VT, VI,
VA, WA, WV, WI,
WY)
Zip5 United States Required n/a Numeric 5
ZIP code (five
digits) associated
with the
Subrecipient's,
Contractor’s, or
Beneficiaries
address.
Zip4 United States Optional n/a Numeric 4
ZIP code + 4
(four digits)
associated with
the
Subrecipient's,
Contractor's, or
Beneficiaries
address.
Format XXXX, 4
numeric
characters.
Subrecipient Confirmation that Optional Yes/No Picklist (See n/a
SAM.gov the Subrecipient permissible
Registration or Contractor is Select N/A if you values in
registered in are reporting for previous column)
SAM.gov. a beneficiary.
Must select Yes
or No.
.
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Defined Term Definition Required List Values Data Type Max
Length
In its preceding Confirmation that Optional Yes/No Picklist (See n/a
fiscal year, did the proportion of permissible
recipient receive the Leave blank if values in
80% or more of Subrecipient's or not applicable. previous column)
its annual gross Contractor's
revenue from federal funding-
federal funds? to-total annual
gross revenue for
the preceding
fiscal year is at
least 80%
In the preceding Confirmation that Optional Yes/No Picklist (See n/a
fiscal year, did the permissible
recipient receive Subrecipient's or values in
$25 million or Contractor's total Leave blank if previous column)
more of its annual gross not applicable.
annual gross revenue from
revenue from federal funding
federal funds? across all
programs for the
preceding fiscal
year is greater
than $25 million.
Is the "total Confirmation that Optional Yes/No Picklist (See n/a
compensation" qualifying permissible
for the Subrecipient's or values in
organization's Contractor's Leave blank if previous column)
five highest paid publicly identify not applicable.
officers publicly their top five
listed or highest
otherwise listed compensated
in SAM.gov? executives or
have it listed in
their SAM.gov
profile, if No
please provide
names and
compensation for
top 5 executives.
Executive Name The legal name Optional n/a String 100
(1) belonging to one
of the five Leave blank if
highest paid not applicable.
executives,
officers, or
employees of the
Subrecipient or
Contractor
Total The Total Optional n/a Numeric 12,2
Compensation Compensation,
(1) as defined in 2 Leave blank if
CFR part not applicable.
170.330, earned
by the five
highest paid
executives,
officers, or
employees of the
Subrecipient or
Contractor.
Executive Name The legal name Optional n/a String 100
(2) belonging to one
of the five Leave blank if
highest paid not applicable.
executives,
officers, or
employees of the
Subrecipient or
Contractor.
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Defined Term Definition Required List Values Data Type Max
Length
Total The Total Optional n/a Numeric 12,2
Compensation Compensation,
(2) as defined in 2 Leave blank if
CFR part not applicable.
170.330, earned
by the five
highest paid
executives,
officers, or
employees of the
Subrecipient or
Contractor.
Executive Name The legal name Optional n/a String 100
(3) belonging to one
of the five Leave blank if
highest paid not applicable.
executives,
officers, or
employees of the
Subrecipient or
Contractor.
Total The Total Optional n/a Numeric 12,2
Compensation Compensation,
(3) as defined in 2 Leave blank if
CFR part not applicable.
170.330, earned
by the five
highest paid
executives,
officers, or
employees of the
Subrecipient or
Contractor.
Executive Name The legal name Leave blank if n/a String 100
(4) belonging to one not applicable.
of the five
highest paid
executives,
officers, or
employees of the
Subrecipient or
Contractor.
Total The Total Optional n/a Numeric 12,2
Compensation Compensation,
(4) as defined in 2 Leave blank if
CFR part not applicable.
170.330, earned
by the five
highest paid
executives,
officers, or
employees of the
Subrecipient or
Contractor.
Executive Name The legal name Optional n/a String 100
(5) belonging to one
of the five Leave blank if
highest paid not applicable.
executives,
officers, or
employees of the
Subrecipient or
Contractor.
Total The Total Optional n/a Numeric 12,2
Compensation Compensation,
(5) as defined in 2 Leave blank if
CFR part not applicable.
170.330, earned
by the five
highest paid
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Defined Term Definition Required List Values Data Type Max
Length
executives,
officers, or
employees of the
Subrecipient or
Contractor.
i) Template #2: Subawards, Contracts, and Direct Payments Template
This module provides guidance on using the bulk upload Template 2 to report each Subaward,
Contract and Direct Payment of ERA2 funding made in the reporting period. ERA2 Recipients
use Template 2 to report detailed information on the amount, date, period and place of
performance, and a brief description of the Subaward, Contract, or Direct Payment and its
underlying eligible use. In addition, information submitted in the Template associates each
Subaward with the relevant Project /FAIN and Subrecipient.
CSV Format Details
The templates provide all information required to create the upload files. The following table
highlights the data elements required for the Subawards, Contracts, and Direct Payments
reporting.
Table 2 – Required Data Elements for Subawards, Contracts and Direct Payments Reporting
Defined Term Definition Required List Values Data Type Max
Length
Subrecipient UEI The Subrecipient’s, Required for n/a Alpha-numeric 12
Contractor’s, or Subrecipient and
Beneficiary’s Unique Entity Contractor
Identifier (UEI) from their Records
SAM.gov profile.
Beneficiary must
have one of the
following
identification
numbers must be
provided:
-UEI, or
-TIN
Subrecipient TIN The Subrecipient, Not required for n/a Numeric 9
Contractor, or Beneficiary Subrecipient or
Internal Revenue Service Contractor
(IRS) Taxpayer Records
Identification Number
NOTE:
Beneficiary must
have one of the
following
identification
numbers must be
provided:
-UEI, or
-TIN
Recipient Project The Project Identification Required n/a Numeric 20
ID Number associated with
the subaward, contract, or
direct payment.
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Defined Term Definition Required List Values Data Type Max
Length
Subrecipient The name of the Required n/a String 120
Name Subrecipient, Contractor,
or Beneficiary assigned to
the subaward, contract, or
direct payment.
NOTE: The name must
match the name provided
in the Subrecipient bulk
upload file or the name
entered in the system.
NOTE: The name must
match the information
provided either via bulk
upload file or manually
entered in the system
under the Subrecipients,
Contractors, and
Beneficiaries.
Subaward No. Recipient's internal Required n/a String 20
account number for the
grant, contract, transfer, or
direct payment. This can
be the account number, or
any other unique
identifying number
assigned by the Recipient
to the award. This number
is strictly for the
Recipient's recordkeeping.
Subaward Type The type of Subaward. Required - Contract: Picklist (See 30
Purchase Order permissible
- Contract: values in
NOTE: Treasury’s Portal Delivery Order previous
includes additional picklist - Contract: column)
values for this field. Please Blanket
disregard those additional Purchase
values and use the award Agreement
types provided above. - Contract:
Definitive
Contract- Direct
Payment
- Subaward
Subaward Total amount of ERA2 Required n/a Numeric 12,2
Amount funds obligated by the
(Obligation) Recipient to a
Subrecipient under a given
Subaward.
Subaward Date The date the Recipient Required n/a Date 8
obligated funds to a
Subrecipient.
Period of The date on which efforts Required n/a Date 8
Performance begin or the Subaward is
Start otherwise effective.
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Defined Term Definition Required List Values Data Type Max
Length
Period of The date on which all Required n/a Date 8
Performance End effort is completed or the
Subaward is otherwise
ended.
Place of First line of the address Required n/a String 120
Performance where the predominant
Address 1 performance of the
Subaward will be
accomplished.
Place of Second line of the address Optional n/a String 120
Performance where the predominant
Address 2 performance of the
Subaward will be
accomplished.
Place of Third line of the address Optional n/a String 120
Performance where the predominant
Address 3 performance of the
Subaward will be
accomplished.
Place of The name of the city Required n/a String 40
Performance City where the predominant
performance of the
Subaward will be
accomplished.
Place of United States Postal Required (AL, AK, AS, String 2
Performance Service (USPS) two-letter AZ, AR, CA,
State Code abbreviation for the state CO, CT, DE,
or territory indicating DC, FM, FL,
where the predominant GA, GU, HI, ID,
performance of the IL, IN, IA, KS,
Subaward will be KY, LA, ME,
accomplished. MH, MD, MA,
MI, MN, MS,
MO, MT, NE,
NV, NH, NJ,
NM, NY, NC,
ND, MP, OH,
OK, OR, PW,
PA, PR, RI, SC,
SD, TN, TX,
UT, VT, VI, VA,
WA, WV, WI,
WY)
Place of United States ZIP code Required n/a Numeric 4
Performance Zip (five digits) identifying
where the predominant
performance of the
subaward will be
accomplished.
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Defined Term Definition Required List Values Data Type Max
Length
Place of United States ZIP code Optional n/a Numeric 5
Performance (five digits) appended to
Zip4 the ZIP code +4 (four
digits) identifying where
the predominant
performance of the
Subaward will be
accomplished.
Place of Name of the country Required n/a String 100
Performance where the predominant
Country performance of the
Subaward will be
accomplished.
Subaward A description of the overall Required n/a String 750
Description purpose and expected
outputs and outcomes or
results of the funded
subaward, including
significant deliverables
and, if appropriate,
associated units of
measure. The purpose
and outcomes or results
should be stated in terms
that allow an
understanding that the
subaward constitutes an
eligible use of funds.
j) Template #3: Expenditures associated with the ERA Recipient’s Subawards,
Contracts, and Direct Payments for which it has obligated $30,000 or more
This module provides guidance on using Template 3 to report the ERA2 Recipient’s
expenditures associated with its obligations of $30,000 for more for its subawards, contracts,
and direct payments. Recipients are required to provide the relevant Expenditure Category,
the amount of the expenditure(s) and relevant dates. In addition, recipients receiving ERA2
award funds are required to answer additional Subaward, Contract, and Direct Payment
questions.
CSV Format Details
The templates provide all information required to create the upload files. The following table
highlights the data elements required for Expenditures associated with Subawards, Contracts
and Direct Payments for which the ERA2 Recipient had obligated $30,000 or more.
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Table 3 – Required Data Elements for Expenditures associated with the ERA Recipient’s Subawards, Contracts
and Direct Payments valued at $30,000.
Defined Term Definition Required List Values Data Type Max
Length
Recipient Recipient Project ID Required n/a Numeric 20
Project Id that allows the
Recipient to associate
Expenditure records
to Project records.
Subaward Subaward, Contract, Required n/a Numeric 20
Number or Direct Payment
number that allows
the Recipient to
associate
Expenditure records
to Subaward records.
The Subaward or
Contract Number is
not required if
Expenditure Category
is "Administrative
Cost".
Expenditure Start date for the Required n/a Date 8
Start Date range of time when
the expenditure(s)
occurred.
Expenditure End date for the Required n/a Date 8
End Date range of time when
the expenditure(s)
occurred
Expenditure Total amount of Required n/a Numeric 12,2
Amount Emergency Rental
Assistance dollars for
the Subaward,
Contract, or Direct
Payment.
Expenditure The category to which Required - Financial Assistance: Rent; Picklist (See 100
Category the purpose of the - Financial Assistance: permissible
expenditure most Rental Arrears; values in
closely relates to - Financial Assistance: previous
when created. Utility/Home Energy Costs; column)
- Financial Assistance:
Utility/Home Energy Costs
Arrears;
- Financial Assistance: Other
Housing Costs;
- Housing Stability Services
(Including Eviction
Prevention/Diversion);
- Administrative Costs
Administrative If Expenditure Optional n/a String 10000
Expense Category =
Explanation Administrative Costs.
An explanation up to
10,000 characters is
required.
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k) Template #4: Total of all obligations and total of all expenditures associated with
the ERA Recipient’s Subawards, Contracts and Direct Payments valued at less
than $30,000 Template
This module associates obligations and expenditures less than $30,000 for the ERA2
recipient’s subawards, contracts, and direct payments. Recipients are required to provide total
quarterly obligation and total quarterly expenditure amounts. Ensure you accurately select
Subaward, Contract, or Direct Payment for respective obligations and expenditures.
CSV Format Details
The templates provide all information required to create the upload files. The following table
highlights the data elements required for Total of all obligations and total of all expenditures
associated with the ERA Recipient’s Subawards, Contracts and Direct Payments valued at
less than $30,000 Template.
Table 4 – Required Data Elements for Total of all obligations and total of all expenditures associated with the ERA
Recipient’s Subawards, Contracts and Direct Payments valued at less than $30,000.
Defined Definition Required List Values Data Type Max
Term Length
Recipient Recipient Project ID Required n/a Numeric 20
Project Id that allows the
Recipient to
associate
Expenditure records
to Project records.
Expenditure The category to Required "Financial Assistance: Rent" Picklist 100
Category which the purpose of "Financial Assistance: Rental Arrears" (See
the expenditure most "Financial Assistance: Utility/Home permissible
closely relates to Energy Costs" values in
when created. "Financial Assistance: Utility/Home previous
Energy Costs Arrears" column)
"Financial Assistance: Other Housing
Costs "
"Housing Stability Services (Including
Eviction Prevention/Diversion)"
"Administrative Costs"
Subaward The Subaward, Required "Aggregate of Contracts less than Picklist 100
Type Contract, or Direct $30000"; (See
(Aggregates) Payment Type that "Aggregate of Subawards less than permissible
had obligation or $30000" values in
expenditure/payment "Aggregate of Direct Payments less than previous
activity during the $30000" column)
reporting period.
Total Sum of Required n/a Numeric 12,2
Quarterly amounts/obligations
Obligation during the most
Amount recent quarter for
(Aggregates) this Expenditure
Category
(Aggregates).
Total Sum of Expenditures Required n/a Numeric 12,2
Quarterly or Payments during
Expenditure the most recent
Amount quarter for this
(Aggregates) Expenditure
Category
(Aggregates).
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Administrative If Administrative Optional n/a String 10000
Expense Costs is selected as
Explanation the expenditure
category, an
explanation of the
expenses must be
provided.
l) Template #5: Recipient Obligations and Expenditures (Payments) to Individuals
(Beneficiaries)
This module associates the ERA2 Recipient’s obligations and expenditures (Payments) to
individuals (Beneficiaries). ERA2 Recipients are required to provide total quarterly
obligation and total quarterly expenditure amounts.
CSV Format Details
The templates provide all information required to create the upload files. The following table
highlights the data elements required for Recipient Obligations and Expenditures (Payments)
to Individuals (Beneficiaries) Template.
.
Table 5 – Required Data Elements for Recipient Obligations and Expenditures (Payments) to Individuals
(Beneficiaries)
Defined Term Definition Required List Values Data Type Max
Length
Recipient Recipient Required n/a Numeric 20
Project Id Project ID that
allows the
Recipient to
associate
Expenditure
records to
Project
records.
Expenditure The category Required "Financial Assistance: Rent" Picklist (See 100
Category to which the "Financial Assistance: Rental Arrears" permissible
purpose of the "Financial Assistance: Utility/Home values in
expenditure Energy Costs" previous
most closely "Financial Assistance: Utility/Home column)
relates to Energy Costs Arrears"
when created. "Financial Assistance: Other Housing
Costs ""Housing Stability Services
(Including Eviction Prevention/Diversion)"
"Administrative Costs"
Total Sum of Required n/a Numeric 12,2
Quarterly amounts/oblig
Obligation ations during
Amount the most
(Aggregates) recent quarter
for this
Expenditure
Category
(Aggregates).
Total Sum of Required n/a Numeric 12,2
Quarterly Expenditures
Expenditure or Payments
Amount during the
(Aggregates) most recent
quarter for this
Expenditure
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Category
(Aggregates).
Administrative If Optional n/a String 10,000
Expense Administrative
Explanation Costs is
selected as
the
expenditure
category, an
explanation of
the expense
must be
provided
m) Template #6: This template has been discontinued.
n) Template #7: Participant Household Payment Data File
All ERA2 Recipients must submit a Participant Household Payment Data File (PHPDF)
containing required information about each ERA2 Financial Assistance payment made to or on
behalf of each participant household during the reporting period. See the chart below for details
on the required information.
Users must use the Treasury-provided template for the PHPDF and submit the file using the
bulk upload process. There is not an option to provide the information manually; all Recipients
must provide the Participant Household Payment Data file via bulk upload.
CSV Format Details
The templates provide all information required to create the upload files. The following table
highlights the data elements required for Participant Household Payment Data. The
“Participant Household” address fields should include the physical address for each Project
Participant Household (i.e., tenant) that received ERA Financial Assistance either directly or
through a payment made to their landlord, utility/home energy provider, or other service
provider. The address should be for the ultimate beneficiary of the services.
Table 6 – Required Data Elements for Participant Household Payment Data File
Defined Definition Required List Values Data Type Max
Term Length
Address First line of the Participant Household’s physical Required n/a String 120
Line 1 address (not a P.O. Box)
Address Second line of the Participant Household’s physical Optional n/a String 120
Line 2 address (not a P.O. Box)
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Defined Definition Required List Values Data Type Max
Term Length
Address Third line of the Participant Household’s physical Optional n/a String 120
Line 3 address (not a P.O. Box)
City Name The name of the city where the Participant Required n/a String 40
Household’s physical address is located
State United States Postal Service (USPS) two-letter Required n/a String 2
Code abbreviation for the state or territory indicating the
Participant Household’s state
Zip5 United States ZIP code (five digits) appended to Required n/a String 5
the ZIP code +4 (four digits) identifying the
Participant Household’s address.
Zip4 Zip Plus4 (four digits) identifying the physical Optional n/a String 4
address of the Participant Household.
Payee A collection of indicators of different types of Required Tenant; Picklist 120
Type payees Landlord or (See
Owner; permissible
Utility/Home values in
Energy previous
Service column)
Provider;
Other
Housing
Services and
Eligible
Expenses
Provider
Amount of Total amount of ERA funds disbursed to the payee Required n/a Dollar 12,2
Payment Numeric
Date of The date the payment was disbursed to the payee Required n/a Date 8
Payment Numeric
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Defined Definition Required List Values Data Type Max
Term Length
Type of A collection of indicators of different types of Required - Financial Picklist 120
Assistance assistance Assistance: (See
Covered Rent; permissible
by the - Financial values in
Payment Assistance: previous
Rental column)
Arrears;
- Financial
Assistance:
Utility/Home
Energy
Costs;
- Financial
Assistance:
Utility/Home
Energy Costs
Arrears;
- Financial
Assistance:
Other
Housing
Costs
Start Date Start date the Financial Assistance covers for a Required n/a Date 8
Covered particular household Numeric
by the
Payment
End Date End date the Financial Assistance covers for a Required n/a Date 8
Covered particular household Numeric
by the
Payment
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Appendix B – Total Quarterly Obligations and Expenditures
Associated with the ERA2 Recipient’s Subawards, Contracts and
Direct Payments Valued at Less than $30,000
The table below is an example of the data upload for reporting aggregate expenditures
associated with obligations of less than $30,000. The example shows a sample grantee’s
reporting of aggregate amounts obligated and aggregate amounts expended, categorized by
Expenditure Category and Transaction Type.
Total Quarterly Expenditure
Project Name Expenditure Category Transaction Type Total Quarterly Obligation Amount
Amount
Aggregate of Contracts Awarded for
56266 82084
ERA Test Project Financial Assistance: Rent less than 30000
Aggregate of Contracts Awarded for
26425 36252
ERA Test Project Financial Assistance: Rental Arrears less than 30000
Aggregate of Contracts Awarded for
16974 78922
ERA Test Project Financial Assistance: Utility/Home Energy Costs less than 30000
Aggregate of Contracts Awarded for
14108 6976
ERA Test Project Financial Assistance: Utility/Home Energy Costs Arrears less than 30000
Aggregate of Contracts Awarded for
13722 81841
ERA Test Project Financial Assistance: Other Housing Costs less than 30000
Aggregate of Contracts Awarded for
90056 57870
ERA Test Project Housing Stability Services (Including Eviction Prevention/Diversion) less than 30000
Aggregate of Contracts Awarded for
44621 21630
ERA Test Project Administrative Costs less than 30000
Aggregate of Subawards awarded for
37604 77390
ERA Test Project Financial Assistance: Rent less than 30000
Aggregate of Subawards awarded for
47964 42235
ERA Test Project Financial Assistance: Rental Arrears less than 30000
Aggregate of Subawards awarded for
28969 58445
ERA Test Project Financial Assistance: Utility/Home Energy Costs less than 30000
Aggregate of Subawards awarded for
49835 75677
ERA Test Project Financial Assistance: Utility/Home Energy Costs Arrears less than 30000
Aggregate of Subawards awarded for
76899 59797
ERA Test Project Financial Assistance: Other Housing Costs less than 30000
Aggregate of Subawards awarded for
10406 20818
ERA Test Project Housing Stability Services (Including Eviction Prevention/Diversion) less than 30000
Aggregate of Subawards awarded for
33439 88904
ERA Test Project Administrative Costs less than 30000
Aggregate of Direct Payments less
67150 55600
ERA Test Project Financial Assistance: Rent than 30000
Aggregate of Direct Payments less
92651 9410
ERA Test Project Financial Assistance: Rental Arrears than 30000
Aggregate of Direct Payments less
60999 82273
ERA Test Project Financial Assistance: Utility/Home Energy Costs than 30000
Aggregate of Direct Payments less
95224 26947
ERA Test Project Financial Assistance: Utility/Home Energy Costs Arrears than 30000
Aggregate of Direct Payments less
29109 76307
ERA Test Project Financial Assistance: Other Housing Costs than 30000
Aggregate of Direct Payments less
21683 7295
ERA Test Project Housing Stability Services (Including Eviction Prevention/Diversion) than 30000
Aggregate of Direct Payments less
18785 7645
ERA Test Project Administrative Costs than 30000
Emergency Rental Assistance (ERA2) Program
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Appendix C – Recipient Obligations and Expenditures (Payments)
to Individuals (Beneficiaries)
The table below is an example of the data upload for reporting aggregate expenditures
associated with obligations and payments to individuals (beneficiaries). The example shows
a sample grantee’s reporting of cumulative aggregate amounts that had been obligated and
aggregate amounts expended as of the end of the reporting period. The amounts are
categorized by Expenditure Category.
Emergency Rental Assistance (ERA2) Program
User Guide - Treasury’s Portal for ERA2 Recipient Reporting
109
Appendix D – Treatment of Contractors with Initial Obligations Less
than $30,000 in One Reporting Period that Increases to $30,000+ in
a Subsequent Reporting Period
Adjusting Initial Obligations that Increase to Above $30,000
ERA2 Recipients often make multiple subawards or contracts to a single entity. When the first
contract is for less than $30,000, the ERA2 Recipient should report the expenditure as one
associated with a contract valued at less than $30,000. However, if a subsequent obligation
increases the value of the contract to more than $30,000, the ERA2 Recipient needs to report
all payments to that Contractor as expenditures associated with Contracts valued at $30,000
or more. As a result, the ERA2 Recipient will need to adjust the original expenditure reporting.
Example: Contractor XYZ was awarded a contract valued at $20k in Q3 and is paid the full
amount in Q3. The expenditure to XYZ should be reported in Q3 under “Total of all Obligations
and Total of all Expenditures Associated with the ERA Recipient’s Subawards, Contracts, and
Direct Payments Valued at Less than $30,000” aggregated with other expenditures under the
relevant “Expenditure Category” and contract type “Subaward, Contract or Direct Payment
Type (Aggregates).”
In Q4, the ERA2 recipient enters into a new contract, or modifies the initial contract with
Contractor XYZ for an additional $20k of services, so the total award/amount obligated to XYZ
is greater than $30,000. In Q4 the Recipient must create 1) a Subrecipient profile under
“Subrecipients, Contractors, and Beneficiaries” for XYZ and 2) one contract record for each
contract the recipient has or previously had with XYZ under “Recipient Subawards, Contracts,
and Direct Payments.” Contract records will include the total amount obligated under the
contract (expended to date and committed for future payment) in the “Amount Obligated” field.
Since payments to Contractor XYZ will now be reported as expenditures of $30,000 or more,
in order to avoid double-counting previous entries under “Subaward, Contract or Direct
Payment Type (Aggregates)”, a negative entry (-$20k) should be reported in the current quarter
quarterly report (with a note under the ‘Administrative Cost Narrative’ to clarify the reason for
the negative entry) under “Total of all Obligations and Total of all Expenditures Associated with
the ERA2 Recipient’s Subawards, Contracts, and Direct Payments Valued at Less than
$30,000” under the relevant “Expenditure Category” and contract type “Subaward, Contract or
Direct Payment Type (Aggregates).”
Finally, all expenditures to date and going forward for Contractor XYZ under this ERA Award
should now be entered under “Expenditures Associated with the ERA Recipient’s Subawards,
Contracts and Direct Payments Valued at $30,000 or More” under the relevant “Expenditure
Category.”
Emergency Rental Assistance (ERA2) Program
User Guide - Treasury’s Portal for ERA2 Recipient Reporting
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