DRAFT- PRE-DECISIONAL / CONFIDENTIAL / NOT FOR DISTRIBUTION

Coronavirus State and Local Fiscal Recovery Fund:

i DRAFT- PRE-DECISIONAL / CONFIDENTIAL / NOT FOR DISTRIBUTION

User Guide: Treasury’s portal for Recipient Reporting 

l

December 2022

Version: 2.0
Coronavirus Capital Projects:

States, Territories, and Freely Associated States

 Project and Expenditure Report User Guide i

Table of Contents

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

Section II. Navigation and Logistics....................................................................................4

Section III. Reporting Requirements ....................................................................................7

Section IV. Project and Expenditure Report.......................................................................11

Section V. Editing and Revising Your Data.......................................................................35

Appendix A – Bulk File Upload Overview...............................................................................38

Appendix B – CPF Use Case Programmatic Data..................................................................45

Appendix C – CPF 1A – Broadband Infrastructure Location Data Template ......................55

Appendix D – Frequently Asked Questions (FAQs) ..............................................................56

List of Figures

Figure 1 - Landing Page ...............................................................................................................4

Figure 2 - My Compliance Reports ...............................................................................................4

Figure 3 - Navigation Bar..............................................................................................................5

Figure 4 - Text Box Entry ..............................................................................................................5

Figure 5 - Reporting Schedule ......................................................................................................7

Figure 6 - CPF Program and Project Structure for an example 1A CPF Program Plan with two 

projects .........................................................................................................................................9

Figure 7 - Example relationship between Program Plans, Subrecipients, and Projects .............10

Figure 8 - Introduction and Bulk Upload Templates Screen .......................................................11

Figure 9 - Recipient Information..................................................................................................12

Figure 10 - Program Plan Information.........................................................................................13

Figure 11 - Subrecipient Entry ....................................................................................................14

Figure 12 - My Subrecipients List ...............................................................................................15

Figure 13 - My Projects Screen Example ...................................................................................16

Figure 14 - General Project Information......................................................................................20

Figure 15 - General Project Information continued .....................................................................21

Figure 16 - Labor Reporting for Projects with CPF Funding of $5 million or greater ..................23

Figure 17 - Project Use Code 1A - Broadband Infrastructure Projects .......................................26

Figure 18 - Digital Connectivity Technology for Project Use Code 1B........................................29

Figure 19 - Multi-Purpose Community Facility Projects Input .....................................................31

Figure 20 - Instructions for Project Use Code 2 – Case-by-Case...............................................32

Figure 21 - Program Administrative Expenses ...........................................................................33

Figure 22 - Report Validation with Errors....................................................................................34

Figure 23 - Project Overview Status with No Errors ...................................................................34

Figure 24 - Submission Verification ............................................................................................34

Figure 25 - Edit and Delete Project Screen ................................................................................35

Figure 26 - Edit Project Window .................................................................................................36

Figure 27 - Edit or Remove a Project..........................................................................................36

Figure 28 - Edit Subrecipient Information ...................................................................................36
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Figure 29 - Sample Bulk Upload Icon .........................................................................................39

Figure 30 - Bulk Upload Pop Up 1 ..............................................................................................40

Figure 31 - Upload Files..............................................................................................................40

Figure 32 - Successful Bulk Upload Example.............................................................................40

Figure 33 - Blank Required Data Error .......................................................................................41

Figure 34 - Invalid Data Error......................................................................................................41

Figure 35 - Duplicate Data Error.................................................................................................42

Figure 36 - Non-Existent Reference Error ..................................................................................42

Figure 37 - Listing of Bulk Upload Errors ....................................................................................42

Figure 38 - Bulk Upload Creation................................................................................................43
Coronavirus Capital Projects Fund:

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 Project and Expenditure Report User Guide 1

Section I. Reporting Basics

a) Overview

This User Guide provides information on using Treasury’s portal (portal) to submit the required 

Coronavirus Capital Projects Fund (CPF) Project and Expenditure (P&E) reports. This User 

Guide is applicable to States, Territories, and Freely Associated States, which are required to 

provide quarterly reports. 

This User Guide does not apply to Tribal Entities. A separate user guide for use by Tribal 

Entities is published on the CPF Recipient Compliance and Reporting Responsibilities

webpage.

This User Guide is a supplement to the Compliance and Reporting Guidance for States, 

Territories, and Freely Associated States (Compliance and Reporting Guidance), which contains 

information on reporting requirements. Please visit Treasury’s CPF webpage for the latest 

guidance and updates on programmatic and reporting topics. 

Each CPF recipient is required to submit periodic reports about each approved CPF Program, 

including current performance and financial information about the projects under each CPF

Program. For purposes of this User Guide, project refers to an award to a recipient and a

subaward to a subrecipient. Multiple projects can be linked to one subrecipient (for example, if 

an Internet Service Provider received multiple subawards). 

Questions about CPF’s reporting requirements should be submitted via email to 

CapitalProjectsFund@treasury.gov.

b) Contents of this User Guide

This User Guide contains detailed guidance and instructions for CPF recipients to submit

quarterly P&E reports. Required reports must be submitted via the portal. This User Guide is 

not comprehensive and is meant to be used in conjunction with the Compliance and Reporting 

Guidance and other guidance posted to the CPF webpage.

c) Designating Key Roles in Managing CPF Reports Role Designations

At least one individual must be designated for each of the following five roles to manage the 

reporting process for their CPF award. The required roles are as follows:

• Account Administrator serves in the administrative role of maintaining the names of 

individuals who have been designated for roles in the portal. The Account Administrator 

is responsible for using the portal to provide the names of individuals designated to 

serve in the following roles: CPF Point of Contact for Reporting, Communications Only 

recipients, CPF Point of Contact for Submission, and CPF Authorized Representative. 

The Account Administrator is responsible for making any changes or updates to these 

designees over the award period. Finally, the Account Administrator is able to review 

and provide information for reports, but they are not able to submit a report (as noted 

below, the Authorized Representative is the only designee with authority to submit a 

report). Treasury recommends that the Account Administrator identify an additional 
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individual to serve as the Account Administrator to provide continuity in the event of staff 

changes, vacations, or other scenarios.

• Communications Only are individuals representing or related to recipients who do not 

need access to submissions or reports in the portal but do need to receive program 

communications. For example, a higher-level manager or executive overseeing a 

recipient’s implementation of one or more CARES/ARP program may neither need nor 

want access to the portal but does need to have a contact record in Salesforce, does 

need to be affiliated with certain CARES/ARP program(s) in the portal, and does need to 

receive certain program communications.

• Point of Contact for Reporting acts as primary contact for receiving official Treasury 

notifications about CPF reporting including alerts about upcoming reporting, 

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

completing the CPF reports, but the portal will not allow them to certify and submit the 

reports. More than one individual may be designated as a Point of Contact for 

Reporting.

• Point of Contact for Submission can see and edit all records related to submission 

(application, grant/program plan(s), administrative fund changes, payment requests), but

the portal will not allow them to certify and submit reports in the system. More than one 

individual may be designated as a Point of Contact for Submission.

• Authorized Representative is responsible for certifying and submitting official reports 

on behalf of the CPF recipient. Treasury will accept reports or other official 

communications only when submitted by the Authorized Representative. The 

Authorized Representative is also responsible for communicating with Treasury on such 

matters as extension requests and amendments of previously submitted reports. The 

official reports may include special reports, monthly reports, quarterly reports, interim 

reports, and final reports. The Authorized Representative can see/edit/submit all 

reports, for both submission and reporting.

For Accounts registered through Login.gov, please use the following link:

For Accounts registered through ID.me, please use the following link:

Treasury portal at 

https://portal.treasury.gov/compliance/s/

Treasury portal at 

https://portal.treasury.gov/cares/s/slt
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Some key items to note:

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

portal.

• If a designated individual has not previously registered an account, the designated 

individual should register through Login.gov. The following links include further 

instructions:

o https://home.treasury.gov/system/files/136/Login.gov-User-Guide.pdf

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

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

• Designated individuals who have previously registered through ID.me may continue to 

access the portal through that method. The following link includes further instructions:

o https://home.treasury.gov/system/files/136/TreasuryPortalRegInstructions.pdf

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

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

Authorized Representative for Reporting. 

• The same individual may be designated for all five roles. 

• Multiple individuals can be designated for each role.

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

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

• The designated individuals’ names and contact information will be pre-populated in the 

“Recipient Profile” portion of the recipient’s CPF reports, and users will be able to update 

the information, as necessary. 

Please contact CapitalProjectsFund@treasury.gov for additional information on procedures for 

registering an account. 
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Section II. Navigation and Logistics 

a) Login to Landing Page and Portal Navigation

After logging into the portal, the landing page (see Figure 1) displays brief introductions related 

to Treasury programs available to the recipient, including State and Local Fiscal Recovery 

Funds, Emergency Rental Assistance, Homeowner Assistance Fund, CPF, and Local 

Assistance and Tribal Consistency Fund. 

Figure 1 – Landing Page

Select either Compliance Reports on the left side panel of the screen or Go to 

Your Compliance Reports on the bottom of the portal landing page to be taken to 

the “My Compliance Reports” page (see Figure 2). Reports created or previously 

submitted for any program by the user will be displayed on this screen and 

grouped according to the Treasury program.

Figure 2 – My Compliance Reports

Select the Quarterly P&E Report shown on screen for the correct reporting

period, by clicking on the Provide Information blue pencil icon (see Figure 2).
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The Navigation Bar (see Figure 3) on the left of the portal allows the user to 

freely move between screens.

Helpful Tips/Shortcuts for Submitting Data to the Portal

The portal leads the user through a series of online forms that, when completed, 

will fulfill the quarterly P&E reporting obligations. While navigating through the 

portal and entering required information, users will have the option of manually 

entering data directly into the portal or providing information via a bulk file upload 

that includes all relevant information in a Treasury approved process and format.

Manual Data Entry

Manual data entry requires the user to provide inputs as instructed on the 

screen. Manual inputs are described in detail below for each section of 

this user guide. Note: An asterisk (*) indicates a required field. Entry into 

the field is required before saving or proceeding to the next screen.

Inputs are validated by the portal to ensure that the data provided is 

consistent with expected format or description (e.g., entering 100 instead 

of “one hundred”). Manually entered data that does not satisfy the data

validation rules is identified with an error message. 

• Narrative Boxes

Providing data using the manual data entry option will require 

using narrative boxes. When filling out detailed narratives, the user is 

encouraged to type out responses in a word processing application (such as 

Microsoft Word) to minimize grammatical errors, track word count, and concisely 

answer all required narrative details. The user can then copy and paste the final 

written narratives directly into the text boxes.

The text boxes (see Figure 4) can be expanded by clicking and dragging the “//” 

icon in the bottom-right corner. 

Figure 4 – Text Box Entry

Bulk File Upload Templates

Bulk file templates can be used to provide required information in the tabs listed here:

• Projects (both awards and subawards)

▪ Broadband Location Data

• Subrecipients

Figure 3 – Navigation Bar
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When using the bulk upload option, users must provide the required information in 

specified formats and use the Treasury approved templates for each respective bulk 

upload. Templates are available separately or as a single zip file from selections 

available at the bottom of the Introductions/Bulk Templates screen. In addition, 

individual templates are available from relevant screens throughout the portal. 

Please see Appendix A – Bulk File Upload Overview for complete guidance on using this 

function. 

b) Data Corrections and Resubmissions

Reports may be edited and submitted at any time during the reporting window. After a 

recipient’s submission has been certified and submitted in the system by the Authorized 

Representative, it can be corrected in the portal by selecting the Unsubmit button. Reports may 

be unsubmitted and resubmitted at any time before the reporting deadline (see Figure 5 for 

reporting deadlines). See Section V for details on editing and revising data.
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Section III. Reporting Requirements 

a) Reporting Requirements

Reporting will be due according to the schedule (see Figure 5), which may be modified by 

Treasury with prior notice to recipients. The first quarterly P&E report is due October 31, 2022, 

and must cover all use of CPF award funds from the date of award disbursement until 

September 30, 2022, including use of funds for approved Pre-Award costs (described at Section 

3.b.5 of the Compliance and Reporting Guidance).

Figure 5 – Reporting Schedule

† Recipients that have not received an initial CPF payment (either payments for Administrative Costs or Project 

Costs) on or before September 15, 2022, are exempted from Report 1.

††All Recipients should submit reports no later than October 31, 2023 (Report 5). 

 

Report Report Type Period Covered Due Date

1

† P&E Q0,1,2,3 All Costs Incurred Until September 30, 

2022 (Including Pre-Award Costs)

October 31, 2022†

2 P&E Q4 October 1, 2022 – December 31, 2022 January 31, 2023

3 P&E Q1 January 1, 2023 – March 31, 2023 April 30, 2023

4 P&E Q2 April 1, 2023 – June 30, 2023 July 31, 2023

P1 Performance All Performance Until June 30, 2023 July 31, 2023

5 P&E Q3 July 1, 2023 – September 30, 2023 October 31, 2023††

6 P&E Q4 October 1, 2023 – December 31, 2023 January 31, 2024

7 P&E Q1 January 1, 2024 – March 31, 2024 April 30, 2024

8 P&E Q2 April 1, 2024 – June 30, 2024 July 31, 2024

P2 Performance July 1, 2023 – June 30, 2024 July 31, 2024

9 P&E Q3 July 1, 2024 – September 30, 2024 October 31, 2024

10 P&E Q4 October 1, 2024 – December 31, 2024 January 31, 2025

11 P&E Q1 January 1, 2025 – March 31, 2025 April 30, 2025

12 P&E Q2 April 1, 2025 – June 30, 2025 July 31, 2025

P3 Performance July 1, 2024 – June 30, 2025 July 31, 2025

13 P&E Q3 July 1, 2025 – September 30, 2025 October 31, 2025

14 P&E Q4 October 1, 2025 – December 31, 2025 January 31, 2026

15 P&E Q1 January 1, 2026 – March 31, 2026 April 30, 2026

16 P&E Q2 April 1, 2026 – June 30, 2026 July 31, 2026

P4 Performance July 1, 2025 – June 30, 2026 July 31, 2026

17 P&E Q3 July 1, 2026 – September 30, 2026 October 31, 2026

18 P&E Q4 October 1, 2026 – December 31, 2026 March 31, 2027

P5 Performance July 1, 2026 – December 31, 2026 March 31, 2027
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There are two types of CPF reporting requirements for States, Territories, and Freely 

Associated States:

• Project and Expenditure Report (P&E): A quarterly report to provide information on 

projects funded, obligations, expenditures, project status, outputs, performance 

indicators, and other information. 

• Performance Report: An annual report to provide information on and describe the 

outputs and outcomes of CPF Programs. Please see the CPF Recipient Compliance 

and Reporting Responsibilities webpage for additional information on the Performance 

Report.

b) Key Concepts for Reporting

Recipients are required to provide information regarding the projects awarded under each 

approved Program Plan, including obligations, expenditures, project status, and use code 

specific performance indicators. Recipients are also required to report on administrative funds 

obligations and expenditures. The use code specific performance indicators and programmatic 

data needs are determined by the approved Program Plan that the project is associated with.

A P&E report must be completed for all projects for which funds have been obligated during the 

period covered and continue through all periods covered throughout the duration of the period of 

performance. For example, if the project begins in November 2022, a recipient will submit the 

first P&E report for that project on January 31, 2023 (Report 2) and continue submitting reports 

through the end of the period of performance, with the final P&E report due March 31, 2027.

Programs

Each approved CPF Program is submitted as a Program Plan and is assigned one of four 

use codes:

• 1A – Broadband Infrastructure 

• 1B – Digital Connectivity Technology

• 1C – Multi-Purpose Community Facility

• 2 – Case-by-Case Review

Recipients may have more than one approved CPF Program Plan aligned to a single use 

code (e.g., two CPF Programs that are coded as 1A – Broadband Infrastructure). Each 

approved CPF Program can only align to a single use code (e.g., a CPF Program cannot be

both 1A – Broadband Infrastructure and 1C – Multi-Purpose Community Facility). 

P&E reports are to be completed for each project. Each project is assigned to an approved 

CPF Program (see Figure 6). Each project can only be assigned to a single approved CPF 

Program, and will take on the same use code as the approved CPF Program. The use code 

of the approved CPF Program will dictate the use code specific performance indicators and 

programmatic data that must be submitted for all associated projects.
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Figure 6 – CPF Program and Project Structure for an example 1A CPF Program Plan with two projects

*Program Administrative Expenses do not need to be broken down at the Project Level, and instead should be 

reported in the aggregate.

Projects

A project is defined as a group of closely related activities that together are intended to 

achieve a specific goal or are directed toward a common purpose. As noted above, each 

project is assigned to a single CPF Program, though CPF Programs can include more than 

one project.

• Activities in a project can include new or existing services, funded in whole or in part 

by the CPF award.

• Recipients are required to report on projects included in each approved CPF Program, 

beginning after a project has been selected and a subaward has been executed (if 

applicable). Note: Projects do not need to be entered until obligations/subawards 

have been incurred. If no obligations have yet been incurred and/or no subwards have 

yet been executed, projects do not need to be entered.

• Recipients are required to define projects at a sufficient level of granularity to be able 

to do any programmatic reporting that is required.

• For each project, recipients are asked to select the associated approved CPF Program.

Each project must be assigned to one CPF Program.

• For each project, recipients must identify the subrecipient. For direct implementation 

projects, enter the administering agency as the subrecipient.

• For each project, recipients need to track and report obligations and expenditures.
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Relationship Between Portal Components

When entering project information, it is important to understand how the separate 

components of information relate to each other. The portal is organized by tabs shown on 

the left-hand side of the screen (see Figure 3). Initial entry of information/data should be 

completed in sequential order (top to bottom) in the order the tabs appear in the left menu, 

to reduce errors or data issues. Each of these tabs are linked to prior tabs. After initial entry 

of information, users can go directly to any tab to update and edit information throughout the 

life of the project. 

Relationship Between Projects and Subrecipients 

A Program Plan will be comprised of one or more projects. Recipients should report on each 

project separately. Each project must be linked to one subrecipient (for example, if the 

recipient is administering a competitive grant program (the Program), the subrecipient would 

be the entity to which funds were subawarded, for example, an ISP). 

As noted previously,a project may refer to an award to a recipient or a subaward to a 

subrecipient. Multiple projects can be linked to one subrecipient (for example, if an Internet 

Service Provider received subawards for more than one project). Each subaward to a 

subrecipient should be entered as a separate project (i.e., Subrecipient 2 in Figure 7).

If the recipient is directly implementing a project, there may be instances where there is no 

subrecipient. Recipients should enter the agency administering the project as the 

Subrecipient in the portal.

For example, Recipient A (e.g., a State) 

has one approved CPF Program for 1A –

Broadband Infrastructure. In 

implementing the approved 1A Program, 

Recipient A competitively selected and 

made subawards for four projects: Project 

A, Project B, Project C, and Project D. 

Project A will be completed by 

Subrecipient 1, Projects B and C will be 

completed by Subrecipient 2, and Project 

D will be completed by Subrecipient 3. When 

completing reporting for the 1A Program, 

Recipient A will enter four separate projects into 

the portal. Please see Figure 7 for a depiction of 

this example. Figure 7 – Example relationship between 

Program Plans, Subrecipients, and 

Projects
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Section IV. Project and Expenditure Report 

The P&E report provides information on projects funded, subrecipients, subawards, and other 

information required from recipients. Multiple tabs navigate through the P&E report in the portal as 

follows: 

• Introduction/Bulk Upload Templates

• Recipient Profile

• Programs

• Subrecipients

• Projects (including subawards)

• Program Administrative Expenses

• Certification

a) Introduction and Bulk Upload Templates

The Introduction/Bulk Upload Templates tab acts as a central location to download any or all of 

the relevant bulk upload templates from the system (see Figure 8). Individual templates are 

also available on the corresponding tab (e.g., the template for subrecipients is available on the 

Introduction/Bulk Upload Templates tab as well as on the Subrecipient tab).

Figure 8 – Introduction and Bulk Upload Templates Screen
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b) Recipient Profile

Upon login, the user will be directed to the Recipient Profile tab. The Recipient Profile tab 

verifies relevant information about the recipient currently stored in the portal. On this tab, 

users should review and confirm key information about the recipient that has been provided 

to Treasury through other CPF-related activities, such as the CPF application. 

Review and confirm the recipient information prepopulated from the CPF

application file (see Figure 9). 

If any of the information is incorrect, use the text box to report discrepancies. 

Information on this screen can only be modified by Treasury personnel. 

Once all fields have been reviewed and verified, click the Save Information

button to save, then click the Next button to proceed to the following tab.

Figure 9 – Recipient Information
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c) Programs

This tab displays the recipient’s approved CPF Program information and displays the 

Program Plan Number, Program Use Code, Project ID, Project Name, Total Obligations, 

Total Expenditures, and P&E Report Status (see Figure 10) for each approved CPF 

Program. For example, if the recipient submitted and received approval from Treasury for 

two Program Plans, this table will have two lines: one for each approved CPF Program.

As information on projects for each CPF Program is entered in the portal, the Program Plan 

Information table will populate with relevant and applicable information. For example, Total 

Obligations and Total Expenditures are auto calculated to sum the amounts entered into

each project entry screen for projects associated with each CPF Program. The Program 

Status indicator will show a green check icon when reporting requirements for all projects 

associated with a CPF Program have been completed. 

Figure 10 – Program Plan Information

d) Subrecipients

The Subrecipient tab allows users to enter the required information about each subrecipient

that has received at least one subaward of federal funding to execute projects supporting 

the CPF Program. Entry of subrecipient information requires the following information (see 

Figure 11). For bulk upload instructions specific to this tab, see Appendix A.

Note: Subrecipient entry must be completed prior to beginning the data 

entry for the Projects module.

Step 1)Enter the following about each subrecipient:

• Unique Entity Identifier
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• Tax ID Number (TIN or EIN)

• Name

• POC Name

• POC Phone Number

• POC Email Address

• Address Line 1

• Address Line 2 - optional

• Address Line 3 - optional

• City

• State

• Zip

• Zip+4 – optional

Figure 11 – Subrecipient Entry

Step 2) At the bottom of the page, click the Create Subrecipient button to save the 

record and return to Subrecipient screen.

Step 3) Subrecipients entered into the system are shown at the bottom portion of the 

screen (see Figure 12).
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Figure 12 – My Subrecipients List

e) Projects

Recipients are required to enter all projects funded with CPF funds as part of their P&E 

report. Recipients are required to report on all projects included in each approved CPF 

Program, beginning after a project has been selected and a subaward has been executed (if 

applicable). For direct implementation projects, Recipients are required to report on projects 

following the approval of the program plan. Once projects are entered, they are viewable in 

the My Projects table and can be updated in future reporting periods (see Figure 13).

Note: Projects do not need to be entered until obligations/subawards have been incurred. If 

no obligations have yet been incurred and/or no subwards have yet been executed, projects 

do not need to be entered.

The My Projects table displays the following for each project entered: Project Name, 

Recipient Project ID, Program Plan Number, Total Obligations, Total Expenditures, Use

Code, and Project Status. Total obligation and total expenditure amounts are summed from 

project information entered on the project entry screens. To go directly to a project to edit or 

add information, click the blue pencil icon.

For Project Status, the green check icon indicates all required fields have been 

answered, including programmatic data, and one subrecipient is linked to the project or 

subaward, if applicable.

For Project Status, the red x icon indicates that not all required fields have been 

answered or a subrecipient has not been linked to the project.

To add a new project from this screen, click the Add Project button. Refreshing the browser

screen may be necessary to see new entries.
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Figure 13 – My Projects Screen Example

1) Key Considerations

The following considerations should be kept in mind when planning and entering project

data:

• All projects require a set of “standard” data fields. Some of these fields, such as 

Project Name and Recipient Project ID, are static and do not change across 

reporting periods; this means once these fields are entered during the initial creation 

of the project in the reporting system, this field will not need to be filled out again in 

future reports. Other fields, such as Status of Completion and Cumulative

Expenditures, will require updates and/or new information in each P&E report.

Note: Please review and update these fields on a quarterly basis.

• There are two ways to enter and update project information – manual data entry 

and bulk upload. Bulk upload templates are specific to the CPF Program’s use 

code. Users may upload information for multiple projects within the Use Code 

template simultaneously. Appendix A provides step by step instructions for using 

the bulk upload option. Note: Due to the different data collected across use codes, 

bulk upload templates are unique and cannot be used on other use codes.
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2) Adding a New Project Manually

The General Project Information tab displays the project information. This tab is the same 

for all use codes.

Step 1) Select the CPF Program from the picklist (see Figure 14 and Figure 15).

Step 2) Enter the project name.

Step 3) Enter a unique project identification number assigned to the project. This 

number is determined by the recipient. Each project must have a unique 

number; do not use duplicate project numbers for multiple projects. Note: This 

applies across use codes. For example, if the recipient enters a 1A project with 

the identification number CPF123, they should not also use the number CPF123 

for a 1C project.

Step 4) Select a subrecipient from the picklist. Note: Every project must have a

subrecipient. Subrecipients should be entered before entering project data.

Step 5) Provide a 3-5 sentence description of the project, including an overview of the 

project’s purpose, and major activities. 

For projects with the Use Code 1A, recipients should also provide a complete 

list of counties where households, businesses, and community anchor institutions 

that are to be served by the broadband project are located.

Step 6) Select the type of owner for the capital asset from the drop-down list. Options 

are:

• Private

• State Government

• Municipal or Township Government

• County Government

• Tribal Government

• Co-operative

• Other (e.g., Public Private Partnership, Non-Profit, other structure, etc.)

Step 7) If Other is selected, provide additional details and/or a narrative description of the 

capital asset ownership type. 

Step 8) Provide the total amount of CPF funding budgeted for the project.

Step 9) Provide total amount budgeted for the project from all funding sources, including 

but not limited to, non-CPF federal funding sources and private funding sources. 

Note that this number should include the CPF funding as well.
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Step 10) The following information pertains to additional federal funding sources 

used for the project, if applicable. 

• Is CPF funding used in conjunction with other federal funding? Select

Yes or No

o If Yes, 

▪ Provide the Program Name and Assistance Listing number of 

the other program(s) providing federal funding.

▪ Provide the amount of the other federal funding obligated (by 

Assistance listing).

▪ Is the other federal funding subject to the requirements of the 

Davis-Bacon Act? Select Yes or No.

Step 11) Enter the total dollar value of the following as they relate to project costs

incurred by the recipient (no administrative costs should be included in project 

submissions; administrative costs should be accounted for on a subsequent tab 

at the grant level). If funds have not been obligated or expended during the 

current reporting period, enter “0” in the respective “Current Period” fields. Note:

please ensure that Current Period Obligations are less than or equal to 

Cumulative Obligations for each project. The portal will otherwise return an error. 

• Current Period Obligations

o Obligations incurred within the current report quarter

• Cumulative Obligations

o All obligations incurred from award date through the end of the 

report quarter (including current period obligations)

• Current Period Expenditure

o Expenditures incurred within the current report quarter

• Cumulative Expenditure

o All expenditures incurred from award date through the end of the 

report quarter (including current period expenditures)

Note that in the CPF P&E report, the recipient should report on obligations and 

expenditures incurred by the recipient. Recipients are also responsible for 

monitoring and overseeing Subrecipients’ use of funds and other activities 

related to the award to ensure that the Subrecipient complies with the statutory 

and regulatory requirements and the terms and conditions of the award.

Step 12) Provide a brief description of the major activities on which funds were expended 

during the reporting period, including costs related to community engagement 

and any other Ancillary Costs.

Step 13) Select the status of the project from the drop-down list. Options are:

• “Not Started”

• “Less than 50 percent complete”

• “More than 50 percent complete”

• “Completed”
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Step 14) For projects with status of “Not Started”, enter the following information:

• Projected construction start date 

• Projected construction completion

• Projected initiation of operations date

Step 15) For projects with completion status of “Less than 50 percent complete” or “More 

than 50 percent complete”, enter the following information:

• Projected construction start date

• Actual construction start date

• Projected construction completion

• Projected initiation of operations date

Step 16) For projects with a status of “Complete”, enter the following information:

• Actual construction start date

• Actual construction completion

• Have operations been initiated? Yes or No

o If Yes, provide the date operations were initiated

o If No, provide an explanation

Step 17) If applicable, provide the following information in regard to the Special Statutory 

Matching Funds section.

• Is CPF funding used as a recipient’s non-federal share (also known as 

“matching funds”) for certain other federal programs as specifically 

permitted under statute? Select Yes or No.

o If Yes,

▪ Provide the Program Name and Assistance Listing of the other 

federal program that is being matched, as well as the statutory 

citation permitting CPF funds to be used as non-federal 

matching funds.

▪ Provide the total amount of CPF funds being used as matching 

funds.

▪ Provide a brief description of the project, including the total 

anticipated costs for the project from all funding sources.
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Figure 14 – General Project Information
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Figure 15 – General Project Information continued

Step 18) For projects with total cumulative obligations $5 million or greater, enter the 

following information (see Figure 16).

• Davis Bacon Certification

o Do you intend to certify that 'all laborers and mechanics employed by 

contractors and subcontractors in the performance of such project are 

paid wages at rates not less than those prevailing, as determined by the 

U.S. Secretary of Labor in accordance with subchapter IV of chapter 31 

of title 40, United States Code (commonly known as the “Davis-Bacon 

Act”), for the corresponding classes of laborers and mechanics 

employed on projects of a character similar to the contract work in the 

civil subdivision of the State (or the District of Columbia) in which the 

work is to be performed, or by the appropriate State entity pursuant to a 

corollary State prevailing-wage-in-construction law (commonly known as 

“baby Davis-Bacon Acts”)? Select Yes or No.

o If no, provide the following Project Employment and Local 

Impact Report

▪ Number of contractors and sub-contractors working on the 

project

▪ Number of employees on the project hired directly
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▪ Number of employees on the project hired through a third 

party

▪ Wages and benefits of workers by classification 

▪ Are any of the wages at rates less than those prevailing?

Select Yes or No

• Certification for Labor Agreements

o Do you intend to certify that 'the indicated project includes a project labor 

agreement, meaning a pre-hire collective bargaining agreement 

consistent with section 8(f) of the National Labor Relations Act (29 

U.S.C. 158(f))? Select Yes or No.

o If No, provide the following information for the Project Workforce 

Continuity Plan.

▪ How will the recipient ensure the project has access to a 

sufficient supply of appropriately skilled and unskilled labor 

to ensure high-quality construction throughout the life of the 

project, including a description of any required professional 

certifications and/or in-house training, registered 

apprenticeships or labor-management partnership training 

programs, and partnerships like unions, community 

colleges, or community-based groups?

▪ How will the recipient minimize risks of labor disputes and 

disruptions that would jeopardize timeliness and costeffectiveness of the project?

▪ How will the recipient provide a safe and healthy workplace 

that avoids delays and costs associated with workplace 

illnesses, injuries, and fatalities, including descriptions of 

safety training, certification, and/or licensure requirements 

for all relevant workers (e.g., OSHA 10, OSHA 30)?

▪ Will workers on the project receive wages and benefits that 

will secure an appropriately skilled workforce in the context 

of the local or regional labor market?

▪ Does the project have a completed project labor agreement? Select 

Yes or No.

• Additional Questions

o Does the project prioritize local hires? Select Yes or No

o Does the project have a Community Benefit Agreement? Select Yes or 

No

▪ If Yes, provide a description of the Community Benefit Agreement

Step 19) When the above information is entered, click the Save Information button to stay 

on this screen and continue adding information, or click the Next and Save button 

to proceed to the following screen.
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Figure 16 – Labor Reporting for Projects with CPF Funding of $5 million or greater

3) Enter Programmatic Data by Use Code

The following programmatic data is required for each corresponding project use code. 

Please note that not all data elements will be required in each quarterly P&E report and that 

the frequency of submission will vary depending on the data element, the project status, and 

other components. 

Note: Fields labeled “Actual” become required when project status is marked as “Complete”.

Use Code 1A – Broadband Infrastructure Projects (see Figure 17)

From the picklist, select “yes” if the project is a middle mile project and “no” if it is 

a last mile project. Note: For middle mile projects, only complete steps 2-3; 

steps 4-10 do not apply. All steps must be completed for last mile projects.

From the picklist, select from the following types of technology the project plans

to use: 

• Fiber

• Coaxial Cable

• Terrestrial Fixed Wireless

• Other

o If Other, use the text box to describe what other types of technologies 

are being planned in the buildout to locations covered by the project
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(For projects marked as “Complete”) From the picklist, select from the following 

options the project actually used. 

Input the total miles of fiber planned to be deployed by the project.

For projects marked as “Complete”, please Input the total miles of fiber actually 

deployed. 

Provide the number of locations the project plans expect to serve in the fields 

listed below. A location is defined as a business or residential location at which 

fixed mass market broadband Internet access service is, or can be, installed.1

The recipient should provide data based on the project plan. 

For projects marked as “Complete”, please update/validate the data to reflect 

the actual data for the completed project. The following data elements should be 

provided:

• Total number of funded locations the project plans to serve 

o Total number of funded locations to be served receiving less than

25/3 Mbps prior to CPF investment

o Total number of funded locations to be served receiving 25/3 Mbps or 

greater but less than 100/20 Mbps prior to CPF investment

Note: The sum of the pre-CPF investment speed categories should be equal to 

the total number of funded locations the project is designed to serve. If the sum 

of the two categories is not equal to the number provided for the total number of 

funded locations the project is designed to serve, please explain in the text box 

provided.

Provide the following information related to the planned buildout standards for 

speeds that will be provided as a result of the project receiving CPF investment.

For projects marked as “Complete”, please update/validate the data to reflect the 

actual data for the completed project. The following data elements should be 

provided:

• Total number of funded locations by speed (post-CPF investment):

provide the number of locations the project plans to serve, categorized by 

speeds, in the fields listed below. 

o Total number of funded locations receiving minimum 100/100 Mbps

o Total number of funded locations receiving minimum 100/20 Mbps 

and scalable to minimum 100/100 Mbps

Note: The sum of the post-CPF investment speed categories should equal the 

total number of locations provided in Step 5. If the sum of the two categories is 

1 Establishing the Digital Opportunity Data Collection; Modernizing the FCC Form 477 Data Program, WC 

Docket Nos. 19‐195, 11‐10, Third Report and Order, 36 FCC Rcd 1126, 1175 para. 126 (2021); 47 U.S.C. 

§641(1) and 47 CFR § 8.1(b).
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not equal to the number provided for the total number of funded locations the 

project actually served, please explain in the text box provided.

Step 7) Populate the following table by providing information about the locations the 

project is designed to serve, including by the following location types. Definitions of each 

location type can be found in Appendix D.

• Residential

o Total Housing Units

• Business

• Community Anchor Institution

For projects marked as “Complete”, please provide actual data for the completed project.

Note: The sum of the counts provided for Residential locations, Business locations, and 

Community Anchor Institution locations should be equal to the total number of locations 

provided in Step 5. If the sum of the three location types is not equal to the number 

provided for the total number of funded locations to be served by the project, please 

explain in the text box provided.

Treasury has determined location type categories according to guidance issued by the FCC in 

Establishing the Digital Opportunity Data Collection; Modernizing the FCC Form 477 Data 

Program. Each location should be classified as one of three types: Residential, Business, or 

Community Anchor Institution. Please note that recipients will also report the FCC Fabric ID and 

a unique latitude/longitude point for each location. 
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Figure 17– Project Use Code 1A - Broadband Infrastructure Projects

Step 8) (For projects marked as “Complete”) Provide a file upload using the Speed & 

Pricing template with the following information:

• Speed tiers offered - each speed tier of broadband service offered by the 

project

• Base price – the corresponding non-promotional price for each tier of service

• Associated fees – fees associated with each tier of service.

Information regarding speed tiers offered and corresponding non-promotional 

prices, including associated fees, for each speed tier of broadband service is 

not required until projects are completed. 

Note: Speed and pricing data for all projects can be included in one CSV file. Please be 

sure to clearly indicate which project each entry is associated with.

Step 9) State whether the provider is participating in the FCC’s Affordable Connectivity 

Program (ACP). Select Yes or No.

If no, provide an explanation.

Step 10) The following location-specific data is required for each project (including each 

subaward) in the format described below in the quarter the project is awarded, when the 

project is entered in the portal. For each location served by a project (including each

subaward), the recipient must collect from the subrecipient and submit the following 

information to Treasury using the Broadband Bulk Upload Template, which can be found 

on the CPF Recipient Compliance and Reporting Responsibilities webpage and in the 

portal, that includes the following information (see Appendix C for further details on 

these fields). The predetermined file format also requests project-level data be provided 

at the top of the file; project-level information provided in this file should match the 

information provided in the portal.
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Note: The reported locations should include all locations that could receive 

service as a result of the CPF investment.

• Project Name

• Project identification number

• Fabric ID from the FCC Broadband Serviceable Location Fabric for the 

location

• Latitude/longitude at the structure where service will be installed 

Process for Capturing Latitude/Longitude Data: Treasury encourages 

using a commercially available GPS-encoded device physically present at the 

location to generate the latitude/longitude data for each location to which 

service is to be installed. The location should be the structure that is the 

broadband serviceable location. More guidance regarding this preferred 

method, Geolocation with GPS in the Field, can be found in Geolocation 

Methods.

• Provider ID: the FCC-provided ID that will align with the entity that files or 

will file Broadband Data Collection data

• Technology to be used to offer service at the location 

o Fiber

o Coaxial Cable

o Fixed Wireless

o Other

▪ If “Other”, provide additional detail on the technology used 

to offer service at the location

• Location Type

o Residential

▪ If Residential, Number of Housing Units

o Business

o Community anchor institution

• Speed tier at the location pre-CPF investment

o Below 25/3 Mbps

o 25/3 Mbps or greater but less than 100/20 Mbps

• Planned speed and latency at the location post-CPF investment 

o Maximum download speed offered 

o Maximum upload speed offered

o Latency

For projects marked as “Complete”, for each location served by a funded project, the 

recipient must update the information above to include the following (please see 

Appendix C for further details on these fields). Additionally, the update should add 

any locations that were not included in the initial data submission and received 
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service as a result of the project and remove locations that were planned but were 

removed from the final project scope.

 

• Speed and latency at the location post-CPF investment 

o Maximum download speed offered 

o Maximum download speed delivered

o Maximum upload speed offered

o Maximum upload speed delivered

o Latency delivered

Speed and Latency

To ensure broadband infrastructure investments meet CPF requirements to 

deliver service that reliably meets or exceeds symmetrical download and 

upload speeds of 100 Mbps and to promote consistency across federal 

agencies, Treasury accepts reporting of speed and latency measurements 

conducted using testing standards and protocols consistent with those 

established and used by the Federal Communications Commission in 

multiple contexts, including the Connect America Fund (CAF) and the Rural 

Digital Opportunity Fund (RDOF), or those established and used by the U.S. 

Department of Agriculture in multiple contexts, including the ReConnect 

program.

In addition to demonstrating that the speed requirements are met, network 

latency measurements during testing windows should fall at or below 100 

milliseconds round-trip time. This approach ensures a connection that supports 

reasonably foreseeable real-time applications. 

Use Code 1B - Digital Connectivity Performance Technology Projects (see Figure 

18)

Step 1) Provide the address(es) or other location information where the recipient plans 

to distribute and/or install devices. Note: the address(es) entered should be a 

physical location(s) and should not be a P.O. Box.

Step 2) (For projects marked as “Complete”) Provide the address(es) or other location 

information where the recipient actually distributed and or/installed devices.

Step 3) Populate the table for Digital Connectivity Technology Projects for the following 

device types. For each device type, provide the number of devices the project is 

designed to purchase and the planned expenditure. Once a project is marked as 

“Complete”, provide the actual number of devices that were purchased and the 

actual expenditure. 

• Laptops

• Tablets
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• Desktop computers

• Public Wi-Fi equipment

• Other 

Step 4) Provide the estimated total number of individuals that will use the devices.

Step 5) (For projects marked as “Complete”) Provide the actual total number of 

individuals using the aforementioned devices during the period of performance. 

Step 6) Provide a brief narrative explaining the planned number and types of digital 

literacy trainings and other support services provided to enable use of the 

devices, including the number of individuals who attend or make use of the 

trainings and support services.

Step 7) (For projects marked as “Complete”) Provide a brief narrative explaining the

actual number and types of digital literacy trainings and other support services 

provided to enable use of the devices, including the number of individuals who 

attended or made use of the trainings and support services. 

Step 8) Are subrecipients measuring the Project’s effectiveness and impact through data 

collection, such as surveys? Select Yes or No. 

Figure 18 – Digital Connectivity Technology for Project Use Code 1B

Use Code 1C - Multi-Purpose Community Facility Projects (see Figure 19)
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Note – Treasury recommends that 1C projects only have one address per project entry. If a 

project (including a subaward) includes multi-purpose community facility investments at 

multiple addresses, please contact Treasury to discuss the approach for entering projects 

into the portal.

Step 1) Provide the planned physical address of the multi-purpose community facility 

funded by the Project. Note: the address entered should be a physical location 

and should not be a P.O. Box.

Step 2) (For projects marked as “Complete”) Provide the actual physical address of the

multi-purpose community facility funded by the Project

Step 3) Select the type of investment from the picklist.

• New construction, to include acquisition of property for development

• Renovation/expansion of existing structure, to include acquisition of 

existing structures for renovation/ expansion

Step 4) Populate the table for type and number of features planned in the multi-purpose 

community facility. 

• Classroom

• Computer Lab

• Multi-purpose space

• Telemedicine room

• Other

o If Other, specify the type of capital asset and number of features

For projects marked as “Complete,” populate the table for the type and number of 

features in the completed multi-purpose community facility.

Step 5) Provide the total square footage planned to be funded by CPF dollars.

Step 6) (For projects marked as “Complete”) Provide the total square footage actually 

funded by CPF dollars.

Step 7) Does the multi-purpose community facility have proximate access to public 

transportation? Select Yes or No.

Step 8) (For projects marked as “Complete”) Provide the number of individuals utilizing 

the capital asset during the period of performance.
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Figure 19 – Multi-Purpose Community Facility Projects Input

Use Code 2 – Case-by-Case Projects (see Figure 20)

For Program Plans submitted for Case-by-Case Review, Treasury will work with recipients

to develop metrics and performance measures for the Program Plan and associated 

projects. As one component of their submission, recipients will be asked to provide 

proposed metrics and performance measures for review by Treasury. Performance 

indicators proposed should include both output and outcome measures. Recipients are 

encouraged to use logic models2to identify their output and outcome measures. All 

proposed metrics and measures are subject to final review and approval by Treasury.

Step 1) Upload a file consistent with the metrics and performance measures agreed 

upon for the recipient’s specific case-by-case review (see Figure ).

2 A logic model is a tool that depicts the intended links between program investments and outcomes, specifically the 

relationships among the resources, activities, outputs, outcomes, and impact of a program. More information about 

logic models can be found in Managing For Results: The Performance Management Playbook for Federal Awarding 

Agencies.
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Figure 20 – Instructions for Project Use Code 2 – Case by Case

f) Program Administrative Expenses

Recipients are required to report on program administrative expenses in the aggregate (see 

Figure 21). Program administrative expenses do not need to be broken down at the Project 

level. Program administrative expenses mean the costs associated with completing the 

application and grant plan (including Program Plans), and costs related to complying with grant 

administration and audit requirements, including both direct and indirect administrative costs.

The data provided in this section should reflect the sum of all program administrative expenses 

incurred by the recipient related to administration of the CPF grant.

Obligations

Step 1) The cumulative obligations reported in the prior quarter’s report will be 

automatically rolled over into the current quarter’s report.

Step 2) Enter the obligations incurred during the current reporting period only.

Step 3) The updated cumulative obligations will calculate automatically. You will be 

asked to confirm this number is accurate. If this number matches your records, 

select Yes. If there is a discrepancy, select No.

Step 4) If you selected Yes in Step 3, no further action required. 

Step 5) If you selected No in Step 3, you will be required to manually input the correct 

cumulative obligations and provide an explanation for the discrepancy.

Expenditures

Step 1) The cumulative expenditures reported in the prior quarter’s report will be 

automatically rolled over into the current quarter’s report. 

Step 2) Enter the expenditures incurred during the current reporting period only.

Step 3) The updated cumulative expenditures will calculate automatically. You will be 

asked to confirm this number is accurate. If this number matches your records, 

select Yes. If there is a discrepancy, select No.

Step 4) If you selected Yes in Step 3, no further action required. 

Step 5) If you selected No in Step 3, you will be required to manually input the correct 

cumulative expenditures and provide an explanation for the discrepancy.
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Figure 21 – Program Administrative Expenses

g) Certification

The Authorized Representative must certify the Project and Expenditure Report. By certifying 

this submission, the Authorized Representative is confirming that all reported information is 

accurate and approved for submission (see Figure 22 and Figure 23). Individuals who are not 

designated as an Authorized Representative will not be able to certify and submit reports.

Step 1) Review prior screens and entered information to verify the accuracy of the 

record.

 

Step 2) Validate that there are no system identified errors. Figure 23 indicates an error 

has been identified with the project status and an incomplete project under a 

program. Figure 24 shows a “Complete” status, and the system will allow 

submission of the report.
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Figure 22 – Report Validation with Errors

Figure 23 – Project Overview Status with No Errors

Step 3) Review the Authorized Representative’s Name, Title, Telephone Number, and 

E-Mail Address.

Step 4) Review certification language.

Step 5) A confirmation box appears confirming the intention to submit (see Figure 24).

Step 6)Click the Certify and Submit button to complete the entry. 

Figure 24 – Submission Verification
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Section V. Editing and Revising Your Data

This section provides instructions for providing updates and revisions to information submitted 

as part of previous Project and Expenditure Reports. Please note that unless initiated by 

Treasury staff, users will not have the ability to make any edits to submitted reports after the 

reporting deadline. All edits or changes must be reflected in the next available report.

Projects entered into the system can be edited or deleted before final submission. To edit a 

project, open the project from the My Projects screen. To delete a project, use the Delete 

Project Button (pink trash can icon) (see Figure 25). Users may edit project information prior to 

the submission deadline. If a report is already submitted, users will need to un-submit the report 

to edit or delete a project record, and may do so until the due date of the report. 

Figure 25 – Edit and Delete Project Screen

There are two ways to edit Project and Expenditure Report data:

• Manual Entry – using the portal’s web-based forms to edit or change fields individually.

• Bulk Upload – using the bulk upload functionality in the different report modules to 

upload a file that updates many different existing records at one time. 

a) Manual Entry

1) Projects

a. To edit data on the Project Overview page, click on the blue pencil icon. Doing so 

will open the “Edit Project” window (see Figure 26) where edits or changes can 

be entered into the available fields. Click the Save Information button for the 

edits to be accepted. 
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Figure 26 – Edit Project Window

b. To remove projects that have been created during the current reporting cycle, click 

the trash can icon button in the “Edit Project” window (see Figure27).

Figure 27 – Edit or Remove a Project

Note: Projects submitted as part of prior reports cannot be deleted. In order to 

remove CPF funding from a previously reported project: Edit the project’s Total 

Cumulative Obligations and Total Cumulative Expenditures to be $0.00.

2) Subrecipient

Subrecipient information can be edited or removed by clicking on the appropriate icon (see

Figure 28).

Figure 28 – Edit Subrecipient Information
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b) Bulk Upload

Similar to uploading new data in bulk (as described in Appendix A), editing multiple records at 

one time may be done by using the bulk upload templates for the Projects and Broadband 

Location Data screens. At this time, the records in the Subrecipients module must be updated 

manually.

The steps to make these edits using bulk upload templates are as follows:

Step 1) Populate the identifier field in the relevant bulk upload template for the records to 

be edited. Make sure that in each template the identifiers correspond with 

records that currently exist in the system. Use the “Download as CSV” function 

below in every module to easily view the recipient’s record’s identifiers in Excel. 

The unique identifier for each module is as follows:

• Project Overview: “Project ID”, “Subrecipient”, “Subrecipient UEI”, and

“Subrecipient TIN”

Step 2)Once the identifier is populated for the records to be edited, fill in the rest of 

template for both fields that are being edited, and fields that are not changing. 

IMPORTANT: Editing with bulk upload replaces data in the entire record, not just 

the fields to be edited. If fields are left blank in the upload template, they will be

flagged as errors or remain blank in the system. 

Step 3) Validate data to ensure it is accurate and can be uploaded. After completing the 

bulk upload template that includes edits, upload the file as shown on screen. 

The instructions are as described in Appendix A. 

Step 4) After uploading edits, verify records within the portal to ensure data was 

uploaded correctly. Edits can subsequently be made manually as well if 

additional changes need to be made. 
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Appendix A – Bulk File Upload Overview

a) Purpose

This Appendix provides an overview of the bulk file upload process. The five bulk file upload 

templates are listed below. The data requirements for each template can be found in Appendix 

B.

• Subrecipient Template

• 1A Broadband Infrastructure Template

o Broadband Location Data Template

• 1B Digital Connectivity Technology Template

• 1C Multi-Purpose Community Template 

b) Template Description

Each of the bulk file upload templates contains instructions on how to populate the respective 

fields within each file. When adding content to each template, follow the “help” text cells, which 

will provide what is and is not permitted for each cell. All templates have the same structure as 

described below:

Row 1: Template Version

Row 2: Template Name

Row 3: Instructions: Brief description of the template constraints.

Row 4: Field ID: System identifier for field

Row 5: Required, Optional, or Conditional status: This row specifies if the field is 

required, optional, or conditional. When the column is required and data is not provided, 

the system will not allow the file data to be uploaded successfully. Optional fields may 

be left blank. Conditional fields become required depending on the entry of other fields.

Row 6: Field Name: Common name of field

Row 7: Field Help Text: Provides a description of the field. There are 2 types of fields: 1) 

an open value either text or numbers and 2) a picklist, which is a predefined list of

values:

• Open Value: Any text, number, or currency field. Text for recipient name or a 

number that represents amounts. Most text types are free formats, the only 

expectation is for dates, each column that represents a date describes the 

accepted format. For any number field, it is not required to add “,” to represent 

thousands and it is not required to add “$” to represent currency. Only add 

decimal “.” when needed.

• Pick List: A picklist is predefined list of values that is accepted by the system. 

When the column is a pick list, row 7 provides the list of options that the system 

accepts. The picklist entry in the field must match exactly with the picklist value. 

If the respondent provides a value that is not in the predefined pick list, the 
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system will not accept the file and will flag as an error. Responses should not 

contain quotation marks.

Row 8: Submitted data. Row 8 is the beginning of submitted data entry. The system 

accepts 1 or many rows.

Note: Do not change the content of rows 1 through 7.

c) Bulk Upload Process

Tabs accepting bulk upload files are clearly marked in the portal and identified in this user guide. 

The template for each upload file is available on the Introduction/Bulk Templates tab for download 

and in the subsequent data entry tabs (see Figure 29). 

Figure 29 – Sample Bulk Upload Icon

The upload process includes the following steps:

Step 1) Download the template from the link provided in the web application section of 

the module.

Step 2) Open the template in Microsoft Excel.

Step 3) Add data starting with row 8, column B of the applicable template.

Step 4) Repeat with additional rows as needed.

Step 5) Save the template as a .CSV file.

Step 6) Click the Bulk Upload link to open the Bulk Upload box (see Figure 30).
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Figure 30 – Bulk Upload Pop Up 1

Step 7) Attach the .CSV file by clicking on Upload Files or drag the file to the designated 

area.

Step 8) A message will appear confirming that the file is uploaded (see Figure 31). Click 

Done.

Figure 31 – Upload Files

Step 9) Click Validate to have the system verify the bulk upload does not have errors.

Step 10) If the system validation does not find any errors in the bulk upload, it will return 

a successful screen (see Figure 32). 

Figure 32 – Successful Bulk Upload Example
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States, Territories, and Freely Associated States

 Project and Expenditure Report User Guide 41

Step 11) If the system validation finds errors in the bulk upload, it will return the screen 

with the list of errors (see Figure 38). Update on screen by manually typing in 

the corrections in the value column or correct the error in the file and re-upload 

the corrected bulk upload file. 

There are four common Bulk File Upload errors as described below: 

• Blank Required Data: When a required field is left blank within the bulk upload file, 

the specific bulk upload file row and cell number is provided on the screen. In the 

example below, “Identification Number” was blank, and the error is located in Column 

C, Row 8 (see Figure 33). 

Figure 33 – Blank Required Data Error

• Invalid Data: Invalid data includes any type of data (numeric or text) that does not 

meet the requirements set forth in the Help Text within each bulk upload template. In 

the example below, an error pertaining to the “Capital Asset Ownership Type” was 

made and the error is located in Column E, Row 8 (see Figure 34). 

Figure 34 – Invalid Data Error

• Duplicate Data: Duplicate data includes any type of data (numeric or text) that is 

repeated in the same column when the Help Text within a bulk upload template 

requires a unique entry. For example, unique numbers should be provided for the UEI 

in the Subrecipient template. In the example below, an error pertaining to the “Unique 

Entity Identifier” was made and the error is in Column D, Row 8 (see Figure 35). 
Coronavirus Capital Projects Fund:

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 Project and Expenditure Report User Guide 42

Figure 35 – Duplicate Data Error

• Non-existent Reference: This instance would include uploading data that 

references other records that do not yet exist or have not been previously uploaded 

into the portal. For example, uploading a project template that is filled out correctly, 

but references subrecipient identification (ID) records that have not been uploaded to 

the Subrecipient tab. This will result in an error and any pre-requisite data must be 

uploaded first in order for the reference to work (see Figure 36).

Figure 36 – Non-Existent Reference Error

Step 12) In cases when it may be preferable to work from a master list of errors, click the 

Download – Export Errors link, highlighted in the red box in Figure 37, to 

download a spreadsheet detailing all errors in the bulk upload file (see Figure 

38). Once errors are corrected, click Update. The system will once again 

check for errors.

Figure 37 – Listing of Bulk Upload Errors

Step 13) If the system validates that the bulk upload has no errors, it will return the 

option to Create (see Figure 38). Click the Create button.
Coronavirus Capital Projects Fund:

States, Territories, and Freely Associated States

 Project and Expenditure Report User Guide 43

Figure 38 – Bulk Upload Creation

Step 14) Once created, the recipient’s records will show at the bottom of the relevant 

screen.

d) Bulk Upload Creation Steps 

The collective bulk file upload process is contingent upon users following the below 

steps to ensure successful submission.

Note: All data submitted via the bulk upload functionality 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:

a. 06/22/2022

• All currency values are numeric. It is not required to add “,” for thousand or millions. 

• Do not include a “$” sign for currency values. The file will be rejected if a “$” is 

included in the data entry.

• Once the excel spreadsheet has been saved as a .csv file, do not re-open the file.

Re-opening the file will cause excel to possible revert to an .xls type file and leading 

zeros or other issues may occur.

g) Upload Template Description

Each data element and/or column in the CSV files is described below:

• Index No: Reference number for the data element. For internal use only.

• Defined term: Column short description.

• Definition: Column long description or definition.

• CSV Column Name: The column header name that must be used in the CSV 

file.
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 Project and Expenditure Report User Guide 44

• Required: Indicates if the column is required or not required.

• List Value: The content of the column is from a list of predefined values. This 

is valid for some of the columns. The list is provided for all cases. Most of 

the cases is N/A which means that the type is ether String or Numeric.

• Data type: Specify the data type of the column. The options are: Numeric, 

Text, Date and Pick List.

• Max Length: Indicates the maximum length in characters that is allowed for 

each column. 

 
Coronavirus Capital Projects Fund:

States, Territories, and Freely Associated States

 Project and Expenditure Report User Guide 45

Appendix B – CPF Use Case Programmatic Data

The downloadable templates contain information required to create the upload files, including

definitions, value, type, and length. Templates can be downloaded from the CPF Recipient 

Compliance and Reporting Responsibilities webpage and in the portal.

a) General Project Information

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Project Name Name of the project Required n/a Text 100

Identification 

Number

Identification number assigned 

to project by recipient

Required n/a Text 20

Subrecipient 

Unique Entity 

Identifier (UEI)

The UEI of this subrecipient Required n/a Number 12

Subrecipient Tax 

Identification 

Number (TIN)

The EIN number of this 

subrecipient 

Required n/a Number 9

Project Description Brief description of the project Required n/a Text 3000

Capital Asset 

Ownership Type

The Capital Asset Ownership 

type

Required Private,

Public Private,

Partnership,

Municipal 

Government,

Tribal 

Government,

Non-profit,

Cooperative,

Other

Picklist n/a

Total CPF Funding 

for the Project

Total CPF funding for the 

project

Required n/a Currency 16

Total from all 

Funding Sources

Total from all funding sources Required n/a Currency 16

Narrative 

Description

Brief description of the "Other" 

Capital Asset Ownership Type

Conditional n/a Text 3000

Current Period 

Obligation 

Total dollar value of obligations 

for this current reporting period

Required n/a Number 15

Current Period 

Expenditure

Total dollar value of 

expenditures for this current 

reporting period

Required n/a Currency 15

Cumulative 

Obligation

Total dollar value of obligations 

for this project

Required n/a Currency 15

Cumulative 

Expenditure

Total dollar value of 

expenditures for this project

Required n/a Currency 15

Major Activities 

Description

Brief description of the major 

activities on which funds were 

expended during the reporting 

period, including costs related 

to community engagement and 

any other Ancillary Costs

Required n/a Text 3000

Project Status Completion status of the 

project

Required Not started,

Less than 50 

percent complete,

More than 50 

percent complete,

Completed

Picklist n/a
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States, Territories, and Freely Associated States

 Project and Expenditure Report User Guide 46

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Projected 

Construction Start

Date

The projected start date of 

construction

Conditional n/a Date 8

Projected 

Construction 

Completion Date

The projected completion date 

of construction

Conditional n/a Date 8

Projected Initiation 

of Operations

The project initiation of 

operations

Conditional n/a Date 8

Actual 

Construction Start 

Date

The actual start date of 

construction

Conditional n/a Date 6

Actual 

Construction 

Completion Date

The actual completion date of 

construction

Conditional n/a Date 6

Operations 

initiated

Confirmation on whether 

operations have been initiated

Conditional Yes

No 

Picklist 3

Actual operations 

date

The actual start date of 

operations

Conditional n/a Date 8

Operations 

explanation

Brief explanation of why 

operations have not been 

initiated

Conditional n/a Text 3000

Other Federal 

Funding

Confirmation on whether other 

federal funding has been used

Required Yes 

No 

Picklist n/a

Federal Funding 

Program Name

Provide the Program Name of 

the other program(s) providing 

federal funding

Conditional n/a Text 3000

Federal Funding 

Assistance Listing 

Number

Provide the Assistance Listing 

number of the other program(s) 

providing federal funding

Conditional n/a Text 3000

Federal Funding 

Assistance Listing 

Amount

Provide the amount of the 

other federal funding obligated 

(by Assistance Listing)

Conditional n/a Text 3000

Federal Funding 

Davis Bacon Act

Is this other federal funding 

subject to the requirements of 

the Davis-Bacon Act?

Conditional Yes

No

Picklist n/a

Matching Funds Confirmation on whether CPF 

used as a State’s non-federal 

share (also known as 

“matching funds”) for certain 

other federal programs as 

specifically permitted under 

statute? 

Required Yes

No 

Picklist n/a

Program 

Information

Provision of the Program Name 

and Assistance Listing of the 

other federal program that is 

being matched, as well as 

statutory citation permitting 

CPF funds to be used as 

nonfederal matching funds

Conditional n/a Text 50

Amount of 

Matching Funds

The total amount of CPF funds 

being used as matching funds

Conditional n/a Currency 15

Target Project 

Information

Brief description of the project, 

including the total anticipated 

costs for the project from all 

funding sources

Conditional n/a Text 3000
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 Project and Expenditure Report User Guide 47

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Davis Bacon 

Certification

Certification of Davis Bacon 

requirements

Conditional Yes 

No 

Picklist n/a

Number of Direct 

Employees

Number of employees on the 

project hired directly

Conditional n/a Number 11

Number of 

Contractor 

Employees

Number of employees of 

contractors and subcontractors working on the 

project

Conditional n/a Number 10

Number of 3rd 

Party Employees

Number of employees on the 

project hired through a third 

party

Conditional n/a Number 12

Any Wages Less 

Than Prevailing

Confirmation on whether any of 

the wages at rates less than 

those prevailing 

Conditional Yes

No 

Picklist n/a

Worker Wages 

and Benefits by 

Classification

Wages and benefits of workers 

on the project by classification

Conditional n/a Text 3000

Project Labor 

Certification

Certification that 'the indicated 

project includes a project labor 

agreement, meaning a pre-hire 

collective bargaining 

agreement consistent with 

section 8(f) of the National 

Labor Relations Act (29 U.S.C. 

158(f))

Conditional Yes

No 

Picklist n/a

Assurance of 

Adequate Labor

Explanation of how the 

Recipient will ensure the 

Project has ready access to a 

sufficient supply of 

appropriately skilled and 

unskilled labor to ensure highquality construction throughout 

the life of the Project

Conditional n/a Text 3000

Minimizing Risks Explanation of how the 

recipient will minimize risks of 

labor disputes and disruptions 

that would jeopardize 

timeliness and costeffectiveness of the project

Conditional n/a Text 3000

Safe and Healthy 

Workplace

Explanation of how the 

recipient will provide a safe and 

healthy workplace that avoids 

delays and costs associated 

with workplace illnesses, 

injuries, and fatalities, including 

descriptions of safety training, 

certification, and/or licensure 

requirements for all relevant 

workers (e.g., OSHA 10, OSHA 

30)

Conditional n/a Text 3000

Adequate Wages Confirmation of if workers on 

the project receive wages and 

benefits that will secure an 

appropriately skilled workforce 

in the context of the local or 

regional labor market 

Conditional Yes 

No 

Picklist n/a
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 Project and Expenditure Report User Guide 48

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Project Labor 

Agreement

Confirmation of if the project 

has a completed project labor 

agreement

Conditional Yes 

No 

Picklist n/a

Prioritize Local 

Hires

Confirmation of if the project 

prioritizes local hires

Conditional Yes 

No 

Picklist n/a

Community 

Benefit Agreement

Confirmation of if the project 

has a Community Benefit 

Agreement

Conditional Yes 

No 

Picklist n/a

Description of 

Community 

Benefit Agreement

Description of Community 

Benefit Agreement

Conditional n/a Text 3000

b) 1A Broadband Infrastructure Template 

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Technology_ Type 

(Planned)

Type of technology (Planned) Required Fiber,

Coaxial Cable,

Fixed Wireless,

Other 

Picklist n/a

Technology Type 

(Actual)

Type of technology (Actual) Conditional Fiber,

Coaxial Cable,

Fixed Wireless,

Other 

Picklist n/a

If Other, specify 

(Planned)

Explanation of Other type of 

technology (Planned)

Conditional n/a Text 3000

If Other, specify 

(Actual)

Explanation of Other type of 

technology (Actual)

Conditional n/a Text 3000

Total Miles of 

Fiber Deployed 

(Planned)

Total number of miles of fiber 

planned for deployment.

Required n/a Number 10

Total Miles of 

Fiber Deployed 

(Actual)

Total number of miles of fiber 

deployed.

Conditional n/a Number 10

Total Number of 

Locations Served 

(Planned)

Total number of locations 

planned to be served.

Required n/a Number 10

Total Number of 

Locations Served 

(Actual)

Total number of locations 

served. 

Conditional n/a Number 10

25/3 Mbps or 

below (Planned)

Total number of locations 

served receiving less than 25/3 

Mbps (Pre - CPF Investment) 

(Planned)

Required n/a Number 10

25/3 Mbps and 

100/20 Mbps 

(Planned)

Total number of locations 

served receiving 25/3 Mbps or 

greater but less than 100/20 

Mbps (Pre- CPF Investment) 

(Planned)

Required n/a Number 10

Minimum 100/100 

Mbps (Planned) 

Total number receiving 

minimum 100/100 Mbps (Post -

CPF Investment) (Planned) 

Required n/a Number 10
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 Project and Expenditure Report User Guide 49

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Minimum 100/100 

Mbps (Actual) 

Total number receiving 

minimum 100/100 Mbps (Post -

CPF Investment) (Actual)

Conditional n/a Number 10

100/20 Mbps to 

100/100 Mbps 

(Planned)

Total number receiving 

minimum 100/20 Mbps and 

scalable to 100/100 Mbps 

(Post - CPF Investment) 

(Planned)

Required n/a Number 10

100/20 Mbps to 

100/100 Mbps 

(Actual)

Total number receiving 

minimum 100/20 Mbps and 

scalable to 100/100 Mbps 

(Post - CPF Investment) 

(Actual).

Conditional n/a Number 10

Explanation of 

Discrepancy

(Location by 

Speed)

Explain if the sum of number of 

locations served pre-CPF 

Investment, or post-CPF 

Investment, does not equal the 

Total Number of Locations 

Served for planned or actual 

columns.

Conditional n/a Text 3000

Explanation of 

Discrepancy 

(Location Type)

Explain if the sum of 

residential, business, and 

community anchor institutions 

does not equal Total Number 

of Locations Served for 

planned or actual columns

Conditional n/a Text 3000

Total Number of 

Locations Served 

by Type -

Residential 

(Planned)

Total Number of Locations 

Served by Type - Residential 

(Planned)

Required n/a Number 10

Total Number of 

Locations Served 

by Type -

Residential 

(Actual)

Total Number of Locations 

Served by Type - Residential 

(Actual)

Conditional n/a Number 10

Total Housing 

Units (Planned)

Total Number of Locations 

Served by Type - Total 

Housing Units (Planned)

Required n/a Number 10

Total Housing 

Units (Actual)

Total Number of Locations 

Served by Type - Total 

Housing Units (Actual)

Conditional n/a Number 10

Total Number of 

Locations Served 

by Type -

Business 

(Planned)

Total Number of Locations 

Served by Type - Business 

(Planned)

Required n/a Number 10

Total Number of 

Locations Served 

by Type -

Business (Actual)

Total Number of Locations 

Served by Type - Business 

(Actual)

Conditional n/a Number 10

Total Number of 

Locations Served 

by Type -

Community 

Total Number of Locations 

Served by Type - Community 

Anchor Institution (Planned)

Required n/a Number 10
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 Project and Expenditure Report User Guide 50

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Anchor Institution 

(Planned)

Total Number of 

Locations Served 

by Type -

Community 

Anchor Institution 

(Actual)

Total Number of Locations 

Served by Type - Community 

Anchor Institution (Actual)

Conditional n/a Number 10

Speeds and Prices Upload file template on speed 

tiers offered and corresponding 

non-promotional prices, 

including associated fees, for 

each speed tier of broadband 

service.

Conditional n/a n/a n/a

Affordable 

Connectivity 

Program (ACP)

Confirmation on whether the 

provider participating in the 

FCC’s Affordable Connectivity 

Program (ACP).

Required Yes 

No 

Picklist n/a

Project Location Upload file template on Project 

Location fields. 

Conditional n/a n/a n/a

c) 1B Digital Connectivity Technology Template

Field Name Definition Required/

Optional /

Conditional

List Values Data 

Type

Max 

Length

Street 1 (Planned) The first planned street Required Fiber,

Coaxial Cable,

Fixed Wireless,

Other 

String 40

Street 2 (Planned) The second planned street Optional 1. Fiber

2. Coaxial Cable

3. Fixed Wireless

4. Other 

String 40

Street 1 (Actual) The actual first street Conditional n/a String 40

Street 2 (Actual) The actual second street Optional n/a String 40

City (Planned) The planned city Required n/a String 40

City (Actual) The actual city Conditional n/a String 40

State (Planned) The planned state Required n/a Picklist 2

State (Actual) The actual state Conditional All 50 States and 

U.S. territories

Picklist n/a

Zip Code 

(Planned)

The planned zip code Required n/a Number 5

Zip Code (Actual) The actual zip code Conditional n/a Number 5

Same Address The actual address Conditional Yes

No

Picklist n/a

Laptops (Planned) Please enter the number of 

laptops planned for purchase. 

(Max length - 10 Characters) 

Required n/a Number 10

Laptops (Actual) The actual number of laptops Conditional n/a Number 10

Laptops 

Expenditure 

(Planned)

The planned expenditure for 

laptops

Required n/a Number 10
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 Project and Expenditure Report User Guide 51

Field Name Definition Required/

Optional /

Conditional

List Values Data 

Type

Max 

Length

Laptops 

Expenditure 

(Actual)

The actual expenditure for 

laptops

Conditional n/a Number 10

Tablets (Planned) The planned number of tablets Required n/a Number 10

Tablets (Actual) The actual number of tablets Conditional n/a Number 10

Tablets 

Expenditure 

(Planned)

The planned expenditure for 

tablets

Required n/a Number 10

Tablets 

Expenditure 

(Actual)

The actual expenditure for 

tablets

Conditional n/a Number 10

Desktop 

Computers 

(Planned)

The planned number of 

desktop computers

Required n/a Number 10

Desktop 

Computers 

(Actual)

The actual number of desktop 

computers

Conditional n/a Number 10

Desktop 

Computers 

Expenditure 

(Planned)

The planned expenditure for 

desktop computers

Required n/a Number 10

Desktop 

Computers 

Expenditure 

(Actual)

The actual expenditure for 

desktop computers

Conditional n/a Number 10

Public WiFi 

(Planned)

The number of WiFi equipment 

planned for purchase

Required n/a Number 10

Public WiFi 

(Actual)

The number of WiFi equipment 

actually purchased

Conditional n/a Number 10

Public WiFi 

Expend. 

(Planned)

The planned expenditure for 

WiFi equipment

Required n/a Number 10

Public WiFi 

Expend. (Actual)

The actual expenditure for WiFi 

equipment

Conditional n/a Number 10

Other Devices 

(Planned)

The number of other devices 

planned for purchase 

Required n/a Number 10

Other Devices 

(Actual)

The number of other devices 

actually purchased

Conditional n/a Currency 10

Other Expend. 

(Planned)

The planned expenditure for 

other devices

Required n/a Number 10

Other Expend. 

(Actual)

The actual expenditure for 

other devices

Conditional n/a Currency 10

Explanation of 

Other Expend.

Explanation of other 

expenditures

Conditional n/a Text 3000

Number of Users 

(Planned)

The planned total number of 

individuals using devices

Required n/a Number 10

Number of Users 

(Actual)

The planned total number of 

individuals using devices 

Conditional n/a Number 10
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States, Territories, and Freely Associated States

 Project and Expenditure Report User Guide 52

Field Name Definition Required/

Optional /

Conditional

List Values Data 

Type

Max 

Length

Brief Narrative 

(Planned) 

The planned number and types 

of digital literacy trainings and 

other support services provided 

to enable use of the devices, 

including the number of 

individuals who attend or make 

use of the trainings and 

support services

Required n/a String 3000

Brief Narrative 

(Actual)

Provide a brief narrative 

explaining the number and 

types of digital literacy trainings 

and other support services 

provided to enable use of the 

devices, including the number 

of individuals who attend or 

make use of the trainings and 

support services.

Conditional n/a String 3000

Measurement of 

Effectiveness?

The measurement of the 

Project’s effectiveness and 

impact through data collection, 

such as surveys.

Required Yes 

No 

Picklist n/a

d) 1C Multi-Purpose Community Facility Template

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Street 1 (Planned) The planned first street Required n/a Text 40

Street 2 (Planned) The planned second street Optional n/a Text 40

Street 1 (Actual) The actual first street Conditional n/a Text 40

Street 2 (Actual) The actual second street Optional n/a Text 40

City (Planned) The planned city Required n/a Text 40

City (Actual) The actual city Conditional n/a Text 40

State (Planned) The planned state Required All 50 States and 

U.S. territories

Picklist n/a

State (Actual) The actual state Conditional All 50 States and 

U.S. territories

Picklist n/a

Zip Code 

(Planned)

The planned zip code Required n/a Number 5

Zip Code (Actual) The actual zip code Conditional n/a Number 5

Same Address Confirmation that the actual 

address the same as the 

planned address

Conditional Yes 

No 

Picklist n/a

Type of 

Investment 

The type of investment Required New Construction,

Renovation

Picklist n/a

Classrooms 

(Planned)

The planned type of capital 

asset and number of features 

Required n/a Number 10

Classrooms 

(Actual)

The actual type of capital asset 

and number of classroom 

features 

Conditional n/a Number 10
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 Project and Expenditure Report User Guide 53

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Computer labs 

(Planned)

The planned type of capital 

asset and number of computer 

lab features - Computer lab 

Required n/a Number 10

Computer labs 

(Actual)

The actual type of capital asset 

and number of computer lab 

features 

Conditional n/a Number 10

Multi-purpose 

Spaces (Planned)

The planned type of capital 

asset and number of multipurpose features

Required n/a Number 10

Multi-purpose 

Spaces (Actual)

The actual type of capital asset 

and number of multi-purpose 

features

Conditional n/a Number 10

Telemedicine 

Rooms (Planned)

The planned type of capital 

asset and number of 

telemedicine features 

Required n/a Number 10

Telemedicine 

Rooms (Actual)

The actual type of capital asset 

and number of telemedicine 

room features

Conditional n/a Number 10

Other Capital 

Assets (Planned)

The planned type of capital 

asset and number of other 

features 

Required n/a Number 10

Other Capital 

Assets (Actual)

The actual type of capital asset 

and number of other features 

Conditional n/a Number 10

Total square 

footage (Planned)

Planned total square footage 

funded by CPF dollars 

Required n/a Number 10

Total square 

footage (Actual)

Actual total square footage 

funded by CPF dollars 

Conditional n/a Number 10

Total Number of 

Users (Actual)

Actual number of individuals 

utilizing the capital assets

Conditional n/a Number 10

Access to Public 

Transit

Does the Multi-Purpose 

Community Facility have 

proximate access to public 

transportation opportunities 

Conditional Yes 

No 

Picklist n/a

e) Subrecipient Template 

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Subrecipient 

Name

Subrecipient name Required n/a Text 80

Subrecipient Tax 

ID Number (TIN)

The EIN number of this 

subrecipient 

Required n/a Number 9

Unique Entity 

Identifier (UEI)

The UEI of this subrecipient Required n/a Number 12

POC Name Name for the point of contact 

for this subrecipient. 

Required n/a Text 80

POC Phone 

Number

Phone number for the point of 

contact for this subrecipient.

Required n/a Number 10

POC Email 

Address

Email address for the point of 

contact for this subrecipient. 

Required n/a Text 80

Zip5 The zip code for this 

subrecipient 

Required n/a Number 5
Coronavirus Capital Projects Fund:

States, Territories, and Freely Associated States

 Project and Expenditure Report User Guide 54

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Zip4 The zip+4 for this subrecipient Optional n/a Number 4

Address Line 1 The street address for the 

subrecipient 

Required n/a String 40

Address Line 2 Additional address information Optional n/a String 40

Address Line 3 Additional address information Optional n/a Text 40

City The city of this subrecipient Required n/a String 100

State Abbreviated The standard two letter 

abbreviation for the 

state/territory of this 

subrecipient. 

Required Two-letter 

abbreviation

Picklist 2
Coronavirus Capital Projects Fund:

States, Territories, and Freely Associated States

 Project and Expenditure Report User Guide 55

Appendix C – CPF 1A – Broadband Infrastructure Location Data Template

The downloadable template covers fields related to broadband infrastructure project location. 

The templates can be downloaded from the CPF Recipient Compliance and Reporting 

Responsibilities webpage and in the portal.

Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Project Name Name of the project Required n/a Text 100

Identification 

Number

Identification number assigned 

to project by recipient

Required n/a Text 20

Fabric ID Number Site specific fabric identification 

number from the FCC 

broadband funded locations 

map that corresponds with the 

location in the field provided

Required n/a Text 20

Location Latitude Latitude data for the location to 

which service is installed

Required n/a Number 20

Location 

Longitude

Longitude data for the location 

to which service is installed

Required n/a Number 20

Provider ID 

Number

FCC-provided ID for Providers 

that will align with the entity 

that files or will file BDC data.

Required n/a Text 20

Technology Type 

at Location

Type of technology at location Required Fiber,

Coaxial Cable,

Fixed Wireless,

Other 

Picklist n/a

If Other, Specify Explanation of Other type of 

technology (Planned)

Conditional –

other technology 

type

n/a Number 20

Location Type Type of location Optional Residential;

Business;

Community 

Anchor Institution

Picklist n/a

Housing Units at 

Location

Number of housing units at 

residential locations

Conditional –

Residential 

Location Type

n/a Number 20

Speed PreInvestmentInternet speed prior to CPF 

investment

Required Below 25/3 Mbps;

25/3 Mbps or 

greater but less 

than 100/20 Mbps

Picklist n/a

Maximum 

Download Speed 

Offered at 

Location PostInvestment

Maximum download speed 

offered/advertised at this 

location post CPF investment

Required n/a Text 20

Maximum 

Download Speed 

Delivered at 

Location PostInvestment

Maximum Download Speed 

Delivered at Location PostInvestment

Conditional –

Project Status

n/a Text 20

Maximum Upload 

Speed Offered at 

Location PostInvestment

Maximum upload speed offered 

at location Post Investment

Required n/a Text 20
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Field Name Definition Required /

Optional /

Conditional

List Values Data 

Type

Max 

Length

Maximum Upload 

Speed Delivered 

at Location PostInvestment

Maximum upload speed 

delivered at location postinvestment

Conditional –

Project Status

n/a Text 20

Latency Delivered 

at Location PostInvestment

Latency delivered at location 

post-investment

Conditional –

Project Status

n/a Text 20

When working with the bulk upload location data, there are several key considerations to help 

make the process run more smoothly and lead to a correct uploading of data:

• Use the Correct Template: To provide better data quality, Treasury updated the 

template for bulk uploads starting with the Q3 2023 report (found here). Using the older 

template will produce errors from the upload.

• One File Per Project: Each project should have a single bulk upload with all the 

locations associated with that project. Each 1A project will need to have its own upload 

for the location data associated with that project. Uploading all location data in a single 

file for multiple projects can lead to overflow problems, making the upload time out.

• Ensure that all required fields are included: Make sure that every required field has 

correct data in it. Some fields will be conditionally required based on project status, 

technology type, or location type. Please ensure that such fields are included.

Appendix D – Frequently Asked Questions (FAQs)

1) What are the definitison for classifying each location type? 

The definitions for each location type, including housing units, can be found below:

Residential Location: A residential location is defined by the FCC as a location that is or 

contains “housing units” or “group quarters” based on the U.S. Census Bureau’s definition of 

these terms.3 For all locations identified as “residential,” the recipient must also document 

the total number of “housing units” at that location.

Housing Unit: A housing unit is defined by the Census Bureau as a house, an apartment, 

a mobile home, a group of rooms, or a single room that is occupied (or if vacant, is 

intended for occupancy) as separate living quarters. Separate living quarters are those 

in which the occupants live and eat separately from any other persons in the building 

3 See Establishing the Digital Opportunity Data Collection; Modernizing the FCC Form 477 Data Program, 

WC Docket Nos. 19‐195, 11‐10, Third Report and Order, 36 FCC Rcd 1126, 1175 para. 127 (2021)(Third 

Report and Order).
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and which have direct access from the outside of the building or through a common hall.

Business Location: A business location is defined as a non-residential structure on a 

property without residential locations that would expect to demand internet access services.4

Community Anchor Institution: A community anchor institution means an entity, such as a 

school, library, health clinic, health center, hospital or other medical provider, public safety 

entity, institution of higher education, public housing organization,

5 or community support 

organization that facilitates greater use of broadband service by vulnerable populations, 

including, but not limited to, low-income individuals, unemployed individuals, children, the 

incarcerated, and aged individuals.

2) Can records be edited or updated after submission? How do I report changes? 

Users can reopen and provide edits to their submitted Project and Expenditure Reports any 

time before the reporting deadline. Users will then be required to re-certify and submit the 

report to properly reflect any edits made.

3) How can users correct or edit pre-populated information or project information in the 

portal? 

Please email CapitalProjectsFund@treasury.gov and explain the necessary edits.

4) Who is authorized to designate the Account Administrator, Communications Only, the 

Point of Contact for Reporting, Point of Contact for Submission, and the Authorized 

Representative for Reporting for my organization’s CPF’s award?

Treasury requests that each CPF recipient follow its own decision-making procedures in 

making the five designations for each award.

5) What is the deadline for making the designation?

Treasury requests that recipients make designations as soon as possible to enable the 

recipient to submit required reports.

6) What are the responsibilities for each of the five designated roles?

The required roles are as follows:

• Account Administrator serves in the administrative role of maintaining the names 

of individuals who have been designated for roles in the portal. The Account 

Administrator is responsible for using the portal to provide the names of individuals 

designated as the CPF Point of Contact for Reporting, CPF Point of Contact for 

Submission and the CPF Authorized Representative. The Account Administrator is 

4 See Establishing the Digital Opportunity Data Collection; Modernizing the FCC Form 477 Data Program, 

WC Docket Nos. 19‐195, 11‐10, Third Report and Order, 36 FCC Rcd 1126, 1175 para. 128 (2021).

5 This term is used broadly and includes any public housing agency, HUD-assisted housing organizations 

or Tribal housing organization. 
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responsible for making any changes or updates to these designees over the award 

period. Finally, the Account Administrator is able to review and provide information 

for reports, but they are not able to submit a report (as noted below, the Authorized 

Representative is the only designee with authority to submit a report). Treasury 

recommends that the Account Administrator identify an additional individual to serve 

as the Account Administrator to provide continuity in the event of staff changes, 

vacations, or other scenarios.

• Communications Only are individuals representing or related to program 

participants who do not need access to submissions or reports in the portal but do 

need to receive program communications. For example, a higher-level manager or 

executive overseeing a recipient’s implementation of one or more particular 

CARES/ARP programs may neither need nor want access to the portal but does 

need to have a Contact record in Salesforce, does need to be affiliated with certain 

CARES/ARP program(s), and does need to receive certain program 

communications.

• Point of Contact for Reporting acts as primary contact for receiving official 

Treasury notifications about CPF reporting including alerts about upcoming reporting, 

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

completing the CPF reports, but the portal will not allow them to certify and submit 

the reports. More than one individual may be designated as a Point of Contact for 

Reporting.

• Point of Contact for Submission can see and edit all records related to submission 

(application, grant/program plan(s), admin fund changes, payment requests), but the 

portal will not allow them to certify and submit reports in the system. More than one 

individual may be designated as a Point of Contact for Submission.

• Authorized Representative is responsible for certifying and submitting official 

reports on behalf of the CPF recipient. Treasury will accept reports or other official 

communications only when submitted by the Authorized Representative. The 

Authorized Representative is also responsible for communications with Treasury on 

such matters as extension requests and amendments of previously submitted 

reports. The official reports may include special reports, monthly reports, quarterly 

reports, interim reports, and final reports. The Authorized Representative can 

see/edit/submit all reports, for both submission and reporting.

7) May one individual be designated for multiple roles?

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

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

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

designate one individual for all five roles though Treasury recommends at least two 

individuals be assigned the account administrator role, where practicable.

8) May user designations change from time to time?

Yes, the Account Administrator is able to make changes and updates to the list of 

designated individuals whenever needed. 
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9) Must each of the designated individuals register for using portal?

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

they will be given access to the portal. Please contact CapitalProjectsFund@treasury.gov

for more information and guidance on registering with ID.me or Login.gov. If the individual 

has already registered with ID.me, they do not have to register with Login.gov to access 

reports.
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Revision Log

Version Date Published Summary of changes

1 10/06/2022 Initial Release

2 07/20/2023 Updated with requirement to provide standardized FCC 

identifiers for Broadband Infrastrure Location Data 

uploads. 

3 10/6/2023 Updated to clarify that projects tab includes awards and 

subawards and to include instructions on the bulk 

upload for broadband location data.

4 12/27/2023 Updated to provide additional information on how to 

enter data by bulk upload, move location type 

definitions to Appendix D, and reorganize User Guide 

sections to match the order in which data is entered on 

the report.
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