Homeowner Assistance Fund

Interim Report User Guide 

Homeowner Assistance Fund:

Interim Report User Guide

February 17, 2022

U.S. DEPARTMENT OF THE TREASURY
Homeowner Assistance Fund

Interim Report User Guide i

Table of Contents

Section I. Reporting Basics................................................................................................. 1

Section II. Navigation and Logistics ..................................................................................... 3

Section III. Interim Report..................................................................................................... 7

Appendix A – Designating HAF Points of Contact by HAF Account Administrators ...................19

List of Figures

Figure 1 First Portal Landing Page............................................................................................. 3

Figure 2 Second Portal Landing Page........................................................................................ 4

Figure 3 My Compliance Reports Landing Page ........................................................................ 5

Figure 4 Create HAF Compliance Report................................................................................... 5

Figure 5 HAF Compliance Reports Pop-Up Module ................................................................... 6

Figure 6 Navigation Bar ............................................................................................................. 6

Figure 7 Edit Icon Button to Edit/Resubmit Entry........................................................................ 7

Figure 8 Recipient Information Example..................................................................................... 8

Figure 9 Point of Contact List Example ...................................................................................... 9

Figure 10 Discrepancy Box ........................................................................................................ 9

Figure 11 Program Design Element Interim Expenditure Information Questions #1-6 ...............10

Figure 12 Program Design Element Disaggregated Data Question #7, Part One......................12

Figure 13 Program Design Element Disaggregated Data Question #7, Part Two......................13

Figure 14 General Program Expenditures.................................................................................15

Figure 15 Certification Screen...................................................................................................18

Figure 16 Submission Pop-Up ..................................................................................................18

Figure 17 State, Local and Tribal Support Landing Page ..........................................................19

Figure 18 My Compliance Reports............................................................................................20

Figure 19 Account.....................................................................................................................20

Figure 20 Account Name ..........................................................................................................20

Figure 21 Landing Page............................................................................................................21

Figure 22 Certification...............................................................................................................21

Figure 23 Official Certification of Authorization..........................................................................22

Figure 24 Designation Form......................................................................................................22

Figure 25 Designation of Account Administrator, Point of Contact of Reporting and Authorized 

Representative for Reporting ....................................................................................................22

Figure 26 Designation Form......................................................................................................24
Homeowner Assistance Fund

 Interim Report User Guide 1

Section I. Reporting Basics

a) Overview

This document provides information on using Treasury’s Portal to submit the required 

Homeowner Assistance Fund (HAF) Interim Report. It is a supplement to the HAF Interim 

Reporting Guidance, which contains relevant information and guidance on the reporting 

requirements. 

Additionally, you should visit Treasury’s HAF home page for the latest guidance and updates on 

programmatic and reporting topics.

Every HAF participant, excluding Tribes or their Tribally Designated Housing Entities and the 

Department of Hawaiian Home Lands, is required to submit a one-time Interim Report with 

current performance and financial information including background information about 

applications approved, applications received, and Homeowners assisted, and financial 

information with details about obligations and expenditures.

b) What is Covered in this User Guide?

This User Guide contains detailed guidance and instructions for HAF participants in using 

Treasury’s Portal for submitting the HAF Interim Report. All participants must submit the 

required Interim Report via Treasury’s Portal. This guide is not comprehensive and is meant to 

be used in conjunction with the documents mentioned above.

This User Guide provides detailed instructions to help recipients enter and submit the following:

• Programmatic data

• Expenditure data

c) Definitions

Award Date means the date the HAF participant signed the HAF Financial Assistance 

Agreement.

Expended means any HAF assistance that has been spent by a HAF participant or Subrecipient.

Please note, cumulative Expenditures cannot exceed cumulative Obligations.

Obligated means an order placed for property and services, contracts and subawards made, and 

similar transactions that require payment." (See 2 CFR § 200.1.) Obligated funds include funds

that have been Expended. 

• Examples of obligated funds include: HAF funds that have been committed, pledged, 

or otherwise promised, in writing, to a specific individual or entity as part of a HAF 

program; HAF funds that have been set aside to cover obligations arising from loan 

guarantees; HAF funds that have been committed, pledged, or otherwise promised, in 

writing, as part of a transaction; and HAF funds that have been committed, pledged, 

or promised, in writing, for allowable administrative expenses (e.g., an executed 

contract for services).
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d) Designating Staff for Key Roles in Managing HAF Reports User Designations

HAF participants are required to designate staff or officials for the following three roles in 

managing reports for their HAF award. Participants must make the required designations prior 

to accessing Treasury’s Portal. The required roles are as follows:

• Account Administrator for the HAF award has the administrative role of maintaining the 

names and contact information of the designated individuals for HAF reporting. The Account 

Administrator is also 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 providing their names and contact information via Treasury’s Portal. Finally, 

the Account Administrator is responsible for making any changes or updates to the user 

roles as needed over the award period. We recommend that the Account Administrator 

identify an individual to serve in his/her place in the event of staff changes.

• Point of Contact for Reporting is the primary contact for receiving official Treasury 

notifications about reporting on the HAF award, including alerts about upcoming reporting, 

requirements, and deadlines. The Point of Contact for Reporting is responsible for 

completing the HAF reports.

• Authorized Representative for Reporting or ARR is responsible for certifying and 

submitting official reports on behalf of the HAF participant. Treasury will accept reports or 

other official communications only when submitted by the Authorized Representative for 

Reporting. The Authorized Representative for Reporting is also responsible for 

communications with Treasury on such matters as extension requests and amendments of 

previously submitted reports. The official reports may include special reports, quarterly or 

annual reports, interim reports, and final reports.

Some key items to note:

• Each designated individual must register with ID.me or Login.gov gain access to 

Treasury’s Portal. 

• Users who have previously registered through ID.me may continue to access Treasury’s 

Portal through that method. This link includes further instructions. 

• If you have not previously registered with ID.me, you should register through Login.gov 

following this link. The following links provide additional information: 

o https://login.gov/create-an-account/

o https://login.gov/help/get-started/create-your-account/

• An individual may be designated for multiple roles. For example, the individual 

designated as the Point of Contact for Reporting may also be designated as the 

Authorized Representative for Reporting. 

• The recipient may designate one individual for all three roles. 

• Multiple individuals can be designated for each role. 

• An organization may make changes and updates to the list of designated individuals 

whenever needed. These changes must be processed by the Account Administrator. 

Refer to Appendix A for guidance on designating individuals for the three roles.
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The designated individuals’ names and contact information will be pre-populated in the 

“Recipient Profile” portion of the participant’s HAF reports, and recipients will be able to update 

the information, if necessary. 

Please contact HAF@treasury.gov for additional information on procedures for registering with 

ID.me or Login.gov. 

e) Questions? 

If you have any questions about the HAF program’s reporting requirements, please contact us 

by email via HAF@treasury.gov.

Section II. Navigation and Logistics 

a) Login to Landing Page and Portal Navigation

After logging into Treasury’s Portal, the landing page (see Figure 1) will appear listing the program 

administered by Treasury’s Office of Recovery Programs (ORP) for which your organization may 

be eligible. 

Figure 1 First Portal Landing Page
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From the landing page, select State, Local, and Tribal Support from the five program areas to be 

taken to the second landing page (Figure 2 below) related to reporting for the State and Local 

Fiscal Recovery Funds (SLFRF) program, Emergency Rental Assistance (ERA) program, Capital 

Projects Fund (CPF) program, and Homeowner Assistance Fund (HAF) program. 

Figure 2 Second Portal Landing Page

Please select Go to Your Reports or Compliance Reports on the left side panel of the second 

portal landing page to be taken to the My Compliance Reports landing page (Figure 3 below). At 

this time, you will see all compliance reports by program that have been created and/or submitted.
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Figure 3 My Compliance Reports Landing Page

In the HAF Compliance Reports section, please select Create a new HAF compliance report to

create a compliance report for the HAF program (see Figure 4 below).

Figure 4 Create HAF Compliance Report

Upon selecting Create a new HAF compliance report, a HAF Compliance Reports pop-up module 

will appear (See Figure 5 below). For the Interim Report, please select the Interim in the first dropdown, the date range Award Date – January 31, 2022, in the second drop-down, and the 

corresponding HAF Grantee Plan in the third drop-down, as noted in Figure 5 below. Please select 

Create in the lower right side of the pop-up module to start the Interim Report. 
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Figure 5 HAF Compliance Reports Pop-Up Module

The Navigation Bar (see Figure 6) on the left of Treasury’s Portal will allow you to freely move 

between Interim Report screens. 

Figure 6 Navigation Bar

Treasury’s Portal leads you through a series of online forms that, when completed, will fulfill 

your reporting obligations. While navigating through Treasury’s Portal and submitting required 

information for the Interim Report, users will need to manually enter data directly into Treasury’s 

Portal. 

Manual Data Entry
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Manual data entry requires you to provide inputs as instructed on the screen. Manual inputs are 

described in detail below for each section of this user guide. 

Your inputs will be subject to validation by Treasury’s Portal to ensure 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, Treasury’s Portal will display an error for you to address.

You will not be able to submit manually entered data that does not satisfy the data validation rules. 

Narrative Boxes

Tip: When filling out detailed narratives, you are encouraged to type out responses in a word 

processing application (such as Microsoft Word) to minimize grammatical errors, track word 

count, and concisely answer all required narrative details. You can then copy and paste the final 

written narratives directly into the Treasury Portal text boxes.

Corrections and Resubmissions

Once information is entered into Treasury’s Portal, the information will be accepted by 

Treasury’s Portal as a record if there are no data validation errors. 

After a participant’s submission has been certified and submitted in the system by the 

Authorized Representative for Reporting, or ARR, it can be corrected or edited in the Portal by 

selecting the edit icon button next to the drafted or submitted report (see Figure 7). Participants

may revise, recertify, and resubmit their Interim Report any time before the reporting deadline. 

Figure 7 Edit Icon Button to Edit/Resubmit Entry

Section III. Interim Report

The Interim Report provides information on program obligations and expenditures covering the 

period from Award Date to January 31, 2022. Multiple modules or “screens” will help 

participants navigate through the Interim Report in Treasury’s Portal as follows: 

a) Instructions

b) Participant Information

c) Program Design Element Expenditures

d) General Program Expenditures

e) Certification

The following sections describe the reporting steps and information to be collected in each 

module. 

March 3. 2028
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a) Instructions

Upon creating an Interim Report, you will land on an instructions page. Please read the 

instructions as they are important to understand prior to completing the subsequent screens. 

After reading the instructions, please select Next.

b) Participant Information

On this screen, you will review and confirm key information on your organization and input 

information required for the Interim Report. Participant Information will be pre-populated from 

your HAF Application file. If you have previously entered a DUNS (+4) number, it will appear 

here. 

Review and confirm your Recipient Profile prepopulated from your HAF Application file.

If you have a Participant DUNS (+4) number and the field is not populated, update as 

necessary. 

Verify the names and contact information for individuals the recipient has designated for 

key reporting roles for the HAF program displayed on the screen (see Figure 9). 

Figure 8 Recipient Information Example
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Figure 9 Point of Contact List Example

Figure 10 Discrepancy Box

HAF@treasury.gov. 

After completing this screen, please select Save and Next to continue. 

c) Program Design Element Interim Expenditure Information

HAF participants are required to enter information regarding funds expended from Award Date

through January 31, 2022. If the HAF participant has not been accepting HAF applications from 

Homeowners or disbursing HAF assistance to Homeowners whose HAF applications were

accepted, please select the checkboxes indicating ‘data not available’ for Questions #1-6 see 

(Figure 11) and place zeroes in the table for Question #7 (see Figures 12 & 13).

Note, as you prepare to enter Obligations and Expenditures, that each are defined in the HAF 

Interim Reporting Guidance published on December 8, 2021 (Updated February 17, 2022) 

located on Treasury’s HAF home page.
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1. Data Element: The total number of unique Homeowners that received HAF assistance of 

any kind during the reporting period.

• Please provide the number of unique Homeowners whose mortgage, insurance, 

taxes, utilities, or other qualified expense related to housing were fully or partially 

paid under the subject HAF award, or who received or were referred to housing 

counseling or legal services, in the reporting period.

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period.

2. Data Element: The number of unique Homeowners at or below 100% Area Median Income 

(or US Median Income, whichever is greater) who received HAF assistance of any kind 

during the reporting period.

• Please provide the number of unique Homeowners whose mortgage, insurance, 

taxes, utilities, or other qualified expense related to housing were fully or partially 

paid under the subject HAF award or who received or were referred to housing 

counseling or legal services, who are at or below 100% Area Median Income (or 

US Median Income, whichever is greater).

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period.

Figure 11 Program Design Element Interim Expenditure Information Questions #1-6
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3. Data Element: The number of unique Homeowners classified as "Socially Disadvantaged 

Individuals" who received HAF assistance of any kind during the reporting period.

• Please provide the number of unique Homeowners whose mortgage, insurance, 

taxes, utilities, or other qualified expense related to housing were fully or partially 

paid under the subject HAF award, or who received or were referred to housing 

counseling or legal services, who are classified as Socially Disadvantaged 

Individuals.

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period.

4. Data Element: The number of Delinquencies were resolved through non-monetary HAF 

assistance during the reporting period.

• Please enter the total count of Delinquencies for Homeowners that were resolved 

through non-financial assistance (i.e., housing counseling or legal assistance that 

helped resolve a Delinquency through an existing servicer's program).

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period.

5. Data Element: The number of Delinquencies that were resolved with monetary HAF 

assistance Expended during the reporting period.

• Please enter the total count of Delinquencies for Homeowners that were resolved 

with monetary HAF assistance.

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period

6. Data Element: The number of unique Homeowners receiving HAF assistance that are 

not Delinquent.

• Please enter the number of unique Homeowners receiving HAF assistance that 

are not Delinquent.

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period
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Figure 12 Program Design Element Disaggregated Data Question #7, Part One
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Figure 13 Program Design Element Disaggregated Data Question #7, Part Two

7b. Data Element: The number of Homeowners with HAF assistance Expended by Program 

Design Element during the reporting period.

• The number of Homeowners whose mortgage, insurance, taxes, utilities, or other 

qualified expense related to housing were fully or partially paid under the subject 

HAF award in the reporting period. This does not include administrative 

expenses or reimbursement.
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• Please note, the HAF participant will be asked to provide the disaggregated 

number of Homeowners who received HAF assistance by Program Design 

Element: 

a) Mortgage Payment Assistance

b) Financial Assistance

c) Mortgage Principal Reduction

d) Facilitating Interest Rate

e) Payment Assistance Utilities

f) Payment Assistance Internet

g) Payment Assistance Insurance

h) Payment Assistance Fees

i) Payment Assistance Loans

j) Payment Assistance Taxes

k) Measures Preventing Displacement

l) Counseling or Education 

m) Legal Services 

Please refer to Section 1.11 the HAF Frequently Asked Questions on Reporting 

Requirements for explanations of the above Program Design Elements.

 7c. Data Element: The cumulative amount of HAF assistance Obligated as of January 31, 

2022.

• Please provide the amount of HAF assistance Obligated by the HAF participant as 

of January 31, 2022, disaggregated by each program design elements. (See 7b 

for the full list)

7d. Data Element: The cumulative amount of HAF assistance Expended to Homeowners 

during the reporting period.

• Please provide the total dollar amount of HAF assistance paid under the HAF 

program(s) to or for participating Homeowners including payments for mortgage, 

taxes, insurance, utilities, and other housing services and qualified expenses 

during the reporting period (excludes administrative expenses) disaggregated by 

each program design elements. (See 7b for the full list.)

After completing this screen, please select Save and Next to continue.

d) General Program Expenditures

The next screen is related to general expenditure information. Please use the following figure 

(Figure 14) and guidance below for each question on this screen.
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Figure 14 General Program Expenditures

• Please enter the date (i.e., MM/DD/YYYY) the HAF participant started (or will 

begin) accepting HAF applications for HAF assistance.
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• For HAF participants with multiple programs that have varying application 

periods, participants should share the earliest date the HAF applications are/will 

be available across any of their HAF funded programs.

9a. Data Element: The number of unique Homeowners that submitted a draft or completed 

HAF application for HAF assistance during the reporting period. 

• Please enter the number of unique Homeowners that submitted a draft or 

completed HAF application for HAF assistance during the reporting period.

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period.

9b. Data Element: The number of unique Homeowner that submitted a completed HAF 

application for HAF assistance during the reporting period.

• Please enter the number of unique Homeowner that submitted a completed HAF 

application for HAF assistance during the reporting period.

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period.

10. Data Element: The number of unique Homeowners that submitted a HAF application for 

HAF assistance and were approved during the reporting period.

• Please enter the number of unique Homeowners that submitted a HAF application 

for HAF assistance and were approved during the reporting period.

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period.

11. Data Element: The amount of HAF assistance (Obligated and Expended) used for 

administrative expenses during the reporting period. 

• Please enter the cumulative amount of HAF assistance Obligated by the HAF 

participant for administrative expenses as of January 31, 2022. Administrative 

expenses include planning, community engagement, and needs assessments 

related to the HAF participant’s disbursement of HAF funds for qualified expenses.

• Please enter the cumulative amount of HAF assistance Expended by the HAF 

participant for administrative expenses as of January 31, 2022.

• Please select “Data Not Yet Available” if the HAF participant has not experienced 

any activity on this data element during the reporting period.

12. Data Element: The amount of HAF assistance Expended for reimbursement expenses 

during the reporting period.

• Please enter the amount of HAF assistance Expended by the HAF participant for 

reimbursement expenses. Reimbursement expenses include funds expended by 

a state, local government, or entity (described in clause (3) or (4) of the “Eligible 
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entity” definition of the HAF Guidance) during the period beginning on January 21, 

2020, and ending on the date that the first funds are disbursed by the HAF 

participant under the HAF, for a qualified expense (other than any qualified 

expense paid directly or indirectly by another federal funding source, or any 

qualified expenses described in clauses (6), (7), (8), or (10) of the “Qualified 

Expenses” section of the HAF guidance).

• Reimbursement expenses are a subset of total HAF assistance Expended, which 

are to be provided in response to question #7D. Each reimbursement expense 

entered here should be less than or equal to the corresponding Program Design 

Element HAF assistance Expended in question #7D.

• Please note, the HAF participant will be asked to disaggregate the amount of 

reimbursement expenses Expended to Homeowners by each Program Design 

Element.

• Please respond “No” if the HAF participant did not Expend any HAF assistance for 

reimbursement expenses during the reporting period.

13. Automatic calculation of the total amount of HAF assistance Obligated as of January 31, 

2022.

• Total is calculated from the disaggregate table plus the Obligated administrative 

expense.

14. Automatic calculation of the total amount of HAF assistance Expended as of January 31, 

2022.

• Total is calculated from the disaggregate table plus the Expended administrative 

expense.

15. Data Element: Indicate whether the HAF participant has prioritized identifying if loss 

mitigation is available to the homeowner through their servicer in determining how to 

distribute HAF assistance to servicers.

• Please respond "Yes" if you have prioritized identifying whether loss mitigation is 

available to homeowners through their servicer, otherwise select "No."

After completing this screen, please select Save and Next to continue.
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e) Official Certification

On this screen, the Authorized Representative for Reporting (ARR) will be asked to certify 

information pertaining to the Interim Report. By certifying this submission, the ARR confirms that 

all reported information is accurate and approved for submission (see Figures 15).

Users who are not designated as ARRs will not be presented with this screen.

Once the ARR has clicked Submit, they will be prompted with the following information about 

editing the report prior to the submission deadline date as seen in Figure 16 below. 

Figure 16 Submission Pop-Up

Please select Submit to formally submit the Interim Report. 

Figure 15 Certification Screen

Mar 3
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Appendix A – Designating HAF Points of Contact by HAF Account Administrators

This section provides brief instructions for HAF Account Administrators on accessing Treasury’s 

Portal to provide the names and contact information of officials to be designated as your 

organization’s points of contact for the HAF award(s). The following pages provide step-by-step 

guidance. 

Note, the screens noted below may be subject to change. 

Section A: Instructions

Step 1

You must be registered in the ID.me or Login.gov system to access Treasury’s Portal. If you 

have questions about registering in ID.me or Login.gov, please email HAF@treasury.gov.

Step 2

Once you are registered in ID.me or Login.gov, click on the link in the email you received 

requesting the POC designations. If you do not have the email link, please email us via 

HAF@Treasury.gov and we will provide the link.

Step 3

The link will take you to the Treasury Portal “State, Local, and Tribal Support” landing page as 

shown below. Once on that page, click on the Go to Your Reports button at the bottom left of 

the screen, as indicated in by the red box below. 

Figure 17 State, Local and Tribal Support Landing Page
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Step 4

The Go to Your Report button will take you to the Submissions and Compliance page. Once on 

that page, click on the three-line navigation icon at the top left of the screen. The red box 

indicates the icon.

Step 5

After clicking on the three-line navigation icon, a drop-down menu will appear on the top left of 

the screen as shown below. Please click on “Account” from the drop-down menu, as shown by 

the red box below.

Step 6 

Next you will see the screen below. Under the “Account Name” heading, click on the name of 

your organization (as shown by the red box). 

Figure 20 Account Name

Step 7

By clicking the name of your organization, Treasury’s portal will open to allow you to provide 

names and contact information on your organization’s designees for the HAF reports, as shown 

below. The landing page provides basic information about the designations. Please see section 

B for more details about the roles and responsibilities for each of the three roles.
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Figure 21 Landing Page

Step 8

When you are ready to key in the names of the designated individuals, click on the Certification

button on the left navigation bar, as noted in the red box shown below. 

Figure 22 Certification

Step 9

On the “Official Certification of Authorization” screen, you should type in your name to indicate 

you are authorized to submit the names of the designated individuals. Once you enter your 

name, click on the Submit button.
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Figure 23 Official Certification of Authorization

Step 10

Next, click on the Designation Form button on the left navigation bar, as noted by the red box 

shown below. 

Figure 24 Designation Form

Step 11 

Clicking on the Designation Form button will open the “Designation of Account Administrator, 

Point of Contact for Reporting, and Authorized Representative for Reporting” screen shown 

below.

Figure 25 Designation of Account Administrator, Point of Contact of Reporting and Authorized Representative for 

Reporting
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You can use the Designation Form to enter the names and contact information for each of the 

three designations for each of your HAF allocations. 

The roles for the HAF allocations are displayed as follows:

• HAF – Account Administrator

• HAF – Point of Contact for Reporting

• HAF – Authorized Representative for Reporting

The Designation Form screen shows nine data fields for entering key information about the 

individual being designated. These include: 

• Salutation (optional)

• First Name 

• Middle Name (optional)

• Last Name

• Suffix (optional)

• Title

• Phone

• Email 

• Name of Entity/Organization (Recipient entity)

Note: The screen will display a list at the bottom of the screen with the names and contact 

information of individuals (if any) who have previously been designated for any of the three 

roles. This list will be important in maintaining and updating your organization’s designees in 

the future. 

a. Designation of the Account Administrator 

Remember, we have temporarily authorized you as the HAF – Account Administrator. There is 

no need to re-enter your name and contact information if you plan to continue in that role. If 

you need to designate someone else as the HAF Account Administrator, 

• Find your name at the bottom of the screen.

• Hit the blue Edit button located to right of your name.

• Enter the name and contact information of the new HAF Account Administrator.

• Hit the blue Complete button.

b. Designation of Point of Contact for Reporting and Authorized Representative for 

Reporting

• Enter the next designee’s name and contact information. 

• After entering the designee’s name and required contact information, select the 

Program Role(s) for which he/she is being designated. 

• Once the role is selected, click on the small arrow to the right of the role, which will 

move the role to the box on the right. 

• Click on the Complete button at the bottom of the screen.

• Follow the same process for each of the remaining designees.

• When you have entered all three designations, please press the Complete button. 
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• As a final step, go to the icon on the upper right of the screen as shown below to exit 

the system.

Figure 26 Designation Form

Section B: Questions and Answers 

Who is authorized to designate the Account Administrator, the Point of Contact for 

Reporting, and the Authorized Representative for Reporting for my organization’s HAF’s 

award?

Treasury requests that each HAF participant follow its own decision-making procedures in 

making the three designations for each award.

What is the deadline for making the designation?

Treasury requests that users of Treasury’s portal make the three designations as soon as 

possible to enable your organization to submit its Interim Report and Recovery Plan 

Performance Report (if applicable).

What are the responsibilities for each of the three designated roles?

The required roles are as follows:

• Account Administrator for the HAF award has the administrative role of maintaining 

the names and contact information of the designated individuals for HAF reporting. The 

Account Administrator is also 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 providing their names and contact information via 

Treasury’s Portal. The Account Administrator can also view and submit reports. Finally, 

the Account Administrator is responsible for making any changes or updates as needed 
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over the award period. We recommend that the Account Administrator identify an 

individual to serve in his/her place in the event of staff changes.

• Point of Contact for Reporting is the primary contact for receiving official Treasury 

notifications about reporting on the HAF award, including alerts about upcoming 

reporting, requirements, and deadlines. The Point of Contact for Reporting is 

responsible for completing the HAF reports but cannot certify and submit these reports. 

• Authorized Representative for Reporting is responsible for certifying and submitting 

official reports on behalf of the HAF award recipient. Treasury will accept reports or 

other official communications only when submitted by the Authorized Representative for 

Reporting. The Authorized Representative for Reporting is also responsible for 

communications with Treasury on such matters as extension requests and amendments 

of previously submitted reports. The official reports may include special reports, monthly 

reports, quarterly reports, interim reports, and final reports.

May my organization designate one individual for multiple roles?

Yes, an individual may be designated for multiple roles. For example, the individual designated 

as the Account Administrator can also be designated as the Authorized Representative for 

Reporting or Point of Contact for Reporting. It is also acceptable for an organization to 

designate one individual for all three roles however it should also adhere to any applicable rules 

on personnel checks and balances.

May my organization designate more than one individual per role?

Yes, you may designate more than one person per each role but are encouraged to limit the 

number of users assigned to each role. 

May my organization change the designations from time to time?

Yes, an organization may make changes and updates to the list of designation individuals 

whenever needed. 

Must each of the designated individuals register for using Treasury’s Portal?

Yes, each individual designated for any of the roles must register with ID.me or Login.gov

before they will be given access to Treasury’s portal. Please contact us at the email address 

below for more information and guidance on registering with ID.me or Login.gov. If you are 

already registered with ID.me, you do not have to register to Login.gov to access your reports. 

Additional Questions or Additional Assistance? 

If you have additional questions about accessing or using Treasury’s portal to provide the 

designees’ names and contact information, please send us an email via HAF@treasury.gov.