Treasury’s Emergency Rental Assistance Program

User Guide - Treasury’s Portal for Recipient Reporting

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Revision History 

Version Date Updates

December 08, 2022

Version 3.5
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V1.0 07/23/2021 Original 

V1.1 07/30/2021 Updated with Q2 partial reporting instructions 

V2.0 09/24/2021 • Removed Q2 Partial Report language

• Updated with screenshots of current portal

• Clarified requirements for Tribe, TDHE, and DHHL 

recipients 

• Matched section titles to portal 

• Clarified POC language

V2.1 09/29/2021 • Updated Appendix A to clarify that the Participant 

Household Payment Data File is a required 

component of each Quarterly Report for State, Local 

and Territorial ERA1 and ERA2 Recipients.

V2.2 09/30/2021 • Updated language in Section II part B to clarify Bulk 

Upload Error messaging

V3.0 01/26/2022 • Updated all sections with additional guidance, new 

portal screens and system functionality 

V3.1 01/28/2022 • Updated Appendix A with updated template names, 

language edits and functionality clarification.

V3.2 03/29/2022 • Updated Section II (Navigation and Profile), Section 

VI (Recipient Subawards, Contracts, and Direct 

Payments tab), and Section VII (Expenditures Tab) 

with details on new portal functionalities 

• Added updated screenshots depicting current 

version of portal 

• Revised Appendix A to align new bulk upload 

templates, including details on changes in 

subsection B

• Added Appendix B and Appendix C to include 

additional content surrounding expenditure bulk 

uploads

V3.3 06/22/2022 • Updated names for bulk upload files to match/ be 

similar to the onscreen names

• Updated Section I with additional information on 

Compliance Portal Login and added screenshots 

depicting authorization for certification and 

submissions based on user roles

• Updated Section V to instruct users on editing 

functionality for updating/correcting 

subrecipient/contractor/beneficiary records

• Updated Section VI to instruct users on editing 

functionality for updating/correcting 

subaward/contract/direct payment records

• Updated Section VII to clarify editing functionality for 

updating/correcting expenditure records
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• Updated Section X with additional information on 

final certification process

• Added Appendix D to include additional content for 

reporting succeeding subawards/contracts to a 

single entity when the initial amount is less than 

$30,000 and succeeding obligations increases the 

value to $30,000 or more

V3.4 07/08/2022 • Updated Section I with additional information on how 

to request an extension for your quarterly report

V3.4 12/08/2022 • Updated Appendix A with additional fields and help 

text for sections H, I, J, K, L, and M

• Added section XI
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Table of Contents

Section I. Quarterly Reporting Basics ............................................................................ 8

Section II. Navigation and Logistics .............................................................................. 11

Section III. Recipient Profile Tab.................................................................................... 23

Section IV. Project Overview Tab................................................................................... 27

Section V. Subrecipients, Contractors, and Beneficiaries Tab....................................... 31

Section VI. Recipient Subawards, Contracts and Direct Payments Tab ......................... 36

Section VII. Expenditures Tab......................................................................................... 40

Section VIII. Project Data and Participant Demographics Tab.......................................... 47

Section IX. Performance and Financial Reporting Tab................................................... 54

Section X. Report Certification and Submission Tab ..................................................... 59

Section XI. Editing and Revising Your Data ................................................................... 61

Appendix A – Bulk File Upload Overview ............................................................................ 64

Appendix B – Total Quarterly Obligations and Expenditures Associated with 

the ERA Recipient’s Subawards, Contracts and Direct Payments Valued at 

Less than $30,000 .............................................................................................................. 92

Appendix C – Recipient Obligations and Expenditures (Payments) to Individuals 

(Beneficiaries) .................................................................................................................... 93

Appendix D – Treatment of Contractors with Initial Obligations Less than $30,000 in 

One Reporting Period that Increases to $30,000+ in a Subsequent Reporting Period......... 94
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List of Figures

Figure 1 – Report Certification and Submission (AA/ARR).................................................. 10

Figure 2 – Report Certification and Submission (POC) ....................................................... 10

Figure 3 – Login Page......................................................................................................... 11

Figure 4 – Landing Page..................................................................................................... 12

Figure 5 – Quarterly Report Selection ................................................................................. 12

Figure 6 – Navigation Bar ................................................................................................... 13

Figure 7 – Project Information navigation pane ................................................................... 14

Figure 8 – Sample Bulk Upload Icon with Template Download Link.................................... 16

Figure 9 – Demographics Bulk Upload................................................................................ 16

Figure 10 – Example Bulk Upload Errors ............................................................................ 17

Figure 11 – Manual Entry Error Example ............................................................................ 17

Figure 12 – Clickable Icons Legend .................................................................................... 18

Figure 13 – Manual Entry Text Box..................................................................................... 18

Figure 14 – Green Saving Bar............................................................................................. 18

Figure 15 – File Upload Functionality .................................................................................. 19

Figure 16 – Deleting Uploaded Files ................................................................................... 19

Figure 17 – Image of submitted report ................................................................................ 20

Figure 18 – Image of submitted report ................................................................................ 20

Figure 19 – Image of submitted report ................................................................................ 20

Figure 20 – Reporting Guidance Tab .................................................................................. 21

Figure 21 – Bulk Upload Templates and Instructions .......................................................... 21

Figure 22 – UEI Information on Recipient Profile tab........................................................... 22

Figure 23 – UEI Information on Subawards, Contracts and Direct Payments tab................ 22

Figure 24 – Recipient Profile tab ......................................................................................... 23

Figure 25 – Recipient Information ....................................................................................... 24

Figure 26 – Recipient Profile Discrepancies Entry............................................................... 24

Figure 27 – SAM.Gov Registration Status........................................................................... 24

Figure 28 – Currently Registered in SAM.Gov .................................................................... 25

Figure 29 – Not Currently Registered in SAM.gov............................................................... 25

Figure 30 – Total Compensation Questions ........................................................................ 25

Figure 31 – Total Compensation Publicly Listed.................................................................. 25

Figure 32 – Total Compensation Not Publicly Listed ........................................................... 26

Figure 33 – Point of Contact List ......................................................................................... 26

Figure 34 – Project Overview tab ........................................................................................ 27

Figure 35 – Project List ....................................................................................................... 27

Figure 36 – ERA Recipient Information ............................................................................... 28

Figure 37 – Geographic Service Area List........................................................................... 28

Figure 38 – Geographic Service Area, Targeted Communities............................................ 28

Figure 39 – Project Description ........................................................................................... 29

Figure 40 – System for Prioritizing Assistance .................................................................... 29

Figure 41 – Use of Fact-Based Proxies (1) ......................................................................... 29

Figure 42 – Use of Fact-Based Proxies (2) ......................................................................... 30

Figure 43 – Subrecipients, Contractors, and Beneficiaries tab ............................................ 31

Figure 44 – Subrecipient Links (Create, Upload, and Download Template)......................... 31

Figure 45 – Manually Create a Subrecipient, Contractor or Beneficiary Record .................. 32

Figure 46 – My Subrecipients, Contractors and Beneficiaries ............................................. 33

Figure 47 – View of Subrecipient/Contractor/Beneficiary Record ........................................ 34

Figure 48 – Recipient Subawards, Contracts and Direct Payments..................................... 36

Figure 49 – Subaward Links (Create, Upload, and Download Template) ............................ 36
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Figure 50 – Subaward Reporting Submodule...................................................................... 37

Figure 51 – Subaward Reporting Submodule...................................................................... 37

Figure 52 – My Subawards, Contracts, Direct Payments Section........................................ 38

Figure 53 – View of Subaward/Contractor/Direct Payment Record ..................................... 39

Figure 54 – Expenditures Tab............................................................................................. 40

Figure 55 – Expenditure Bulk Upload Icons ........................................................................ 40

Figure 56 – Data Entry for Expenditures > $30,000............................................................. 41

Figure 57 – Cumulative Expenditures Amount .................................................................... 41

Figure 58 – Data Entry for Expenditures < $30,000............................................................. 42

Figure 59 – Cumulative Obligations and Expenditures........................................................ 43

Figure 60 – Data Entry for Payments to Individuals............................................................. 44

Figure 61 – Cumulative Obligations and Expenditures........................................................ 44

Figure 62 – Expenditure Search.......................................................................................... 45

Figure 63 – All Expenditure Edit Screens............................................................................ 46

Figure 64 – Demographics tab............................................................................................ 47

Figure 65 – Demographics Bulk Upload.............................................................................. 47

Figure 66 – Reporting on ERA Applicants........................................................................... 48

Figure 67 – Reporting on ERA Applicants........................................................................... 49

Figure 68 – Save Demographic Information ........................................................................ 49

Figure 69 – Reporting on ERA Applicants........................................................................... 50

Figure 70 – Reporting on ERA Assistance Provided ........................................................... 51

Figure 71 – Reporting on households served based on income eligibility (1) ...................... 52

Figure 72 – Reporting on households served based on income eligibility (2) ...................... 52

Figure 73 – Reporting on award activity approved, and amount paid .................................. 53

Figure 74 – Performance & Financial Report tab................................................................. 54

Figure 75 – Performance Narrative ..................................................................................... 55

Figure 76 – Effective Practices Narrative Entry ................................................................... 56

Figure 77 – Federal Financial Reporting ............................................................................. 57

Figure 78 – Participant Household Payment Data............................................................... 58

Figure 79 – Recipient Comments........................................................................................ 58

Figure 80 – Form Submission Certification.......................................................................... 59

Figure 81 – Form Submission Approval Screen & Successful Submission.......................... 59

Figure 82 – Submission Error Message & Errors to Address............................................... 60

Figure 83 – Example Bulk Upload Template ....................................................................... 65

Figure 84 – Bulk Upload Pop-Up Message ......................................................................... 66

Figure 85 – Upload Files Message...................................................................................... 66

Figure 86 – File added to Bulk Upload portal ...................................................................... 66

Figure 87 – Listing of Bulk Upload Errors............................................................................ 67

Figure 88 – Bulk Upload Creation ....................................................................................... 67

Figure 89 – Select All Button............................................................................................... 68
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List of Tables

Table 1 – Required Data Elements for the Subrecipients, Contractors, and Beneficiaries 

Profile ................................................................................................................................. 69

Table 2 – Required Data Elements for Subawards, Contracts and Direct Payments 

Reporting ............................................................................................................................ 74

Table 3 – Required Data Elements for Expenditures associated with the ERA Recipient’s 

Subawards, Contracts and Direct Payments valued at $30,000 or More............................. 78

Table 4 – Required Data Elements for Total of all obligations and total of all expenditures 

associated with the ERA Recipient’s Subawards, Contracts and Direct Payments 

valued at Less than $30,000 ............................................................................................... 80

Table 5 – Required Data Elements for Recipient Obligations and Expenditures 

(Payments) to Individuals (Beneficiaries) ............................................................................ 81

Table 6 – Required Data Elements for Project Data and Participant Demographics............ 83

Table 7 – Required Data Elements for Participant Household Payment Data File............... 90
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Section I. Quarterly Reporting Basics 

a) Overview 

This document provides information on using Treasury’s portal to submit required Quarterly 

Reports under the Emergency Rental Assistance (ERA1 and ERA2) program It is a 

supplement to the ERA Reporting Guidance which contains all relevant information and 

detailed guidance on reporting requirements. 

In addition, the guidance presented in this document is relevant for ERA1 grantees in 

submitting the required ERA1 Final Reports. Please see the ERA Reporting Guidance 

Addendum for ERA1 Final Report for details on requirements of the ERA1 Final Reports. 

Please also see Treasury’s ERA webpage for the latest guidance and updates on other 

programmatic and reporting topics.

Each ERA Recipient is required to submit Quarterly Reports with current performance and 

financial information on each of their ERA Project(s). The Quarterly Reports must include 

background information about the ERA Project that is the subject of the report, participant 

(household, beneficiary) data, details on financial obligations and expenditures, and other 

information.

b) What is Covered in this User Guide?

This User Guide contains detailed instructions for ERA Recipients in using Treasury’s portal

for submitting the required ERA Quarterly Reports. All Recipients must submit the required 

reports via Treasury’s portal. 

Section I. Quarterly Reporting Basics 

Section II. Navigation and Logistics

Section III. Recipient Profile

Section IV. Project Overview

Section V. Subrecipients, Contractors, and Beneficiaries 

Section VI. Recipient Subaward, Contracts and Direct Payments 

Section VII. Expenditures

Section VIII. Project Data and Participant Demographic

Section IX. Performance and Financial Reporting

Section X. Report Certification and Submission

Appendix A – Bulk File Upload Overview

Appendix B – Total Quarterly Obligations and Expenditures Associated with the ERA 

Recipient’s Subawards, Contracts and Direct Payments Valued at Less than $30,000

Appendix C – Recipient Obligations and Expenditures (Payments) to Individuals 

(Beneficiaries) 

Appendix D – Treatment of Contractors with Initial Obligations Less than $30,000 in One 

Reporting Period that Increases to $30,000+ in a Subsequent Reporting Period

c) Designate Staff for Key Roles in Managing ERA1 and ERA2 Reports

ERA Recipients must designate staff or officials for the following three roles in managing 

reports for each of their ERA1 or ERA2 awards. Recipients must make the required 
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designations on Treasury’s portal prior to accessing their quarterly reports. The required roles 

are as follows: 

• ERA Reporting Account Administrator (AA) for the ERA1 or ERA2 award has the 

administrative role of maintaining the names and contact information of the designated 

individuals for ERA reporting. The Account Administrator is also responsible for 

working within your organization to determine its designees for the roles of Point of 

Contact for Reporting and Authorized Representative for Reporting and providing their 

names and contact information via Treasury’s portal. Finally, the Account Administrator 

is responsible for making any changes or updates as needed over the award period.

We recommend that the Account Administrator identify an individual to serve in his/her 

place in the event of staff changes.

• ERA Point of Contact (POC) for Reporting is the primary contact for receiving official 

Treasury notifications about ERA1 and ERA2 reporting including alerts about 

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

is responsible for completing the ERA1 or ERA2 reports.

• ERA Authorized Representative for Reporting (ARR) is responsible for certifying 

and submitting official reports on behalf of the ERA1 or ERA2 Recipient. Treasury will 

accept reports or other official communications only when submitted by the Authorized 

Representative for Reporting. In addition, the Authorized Representative for Reporting 

is also responsible for communications with Treasury on such matters as extension 

requests and amendments of previously submitted reports. The official reports may 

include special reports, monthly reports, Quarterly Reports, interim reports, and final 

reports.

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

the ERA 1 Point of Contact for Reporting may also be designated as the ERA1 Authorized 

Representative for Reporting. Keep in mind that Recipients with an ERA1 and ERA2 awards 

must make role designations for both awards as specific designations are applicable only to 

the associated program. In addition, the Recipient may designate the same individual for all 

three roles across both programs. 

Each designated individual must register with ID.me or Login.gov for gaining access to 

Treasury’s portal. You will find instructions to register at the links below: 

ID.me Guidance (Used by Recipient staff to apply for recovery act awards/assistance as well 

as to complete compliance reporting) 

Login.gov Guidance (Used by Recipient staff to complete compliance reporting)

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

“Recipient Profile” portion of the Recipient’s ERA1 or ERA2 Quarterly Reports. Recipients can 

update the designations and related information at any time. Please see the Hints and Tips 

for Designating Points of Contact for ERA1 and ERA2 Reporting for further details. 
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Only staff designated as an ERA Authorized Representative for Reporting or ERA Account 

Administrator can certify and submit ERA Quarterly or Final Reports (see Figure 1).

Figure 1 – Report Certification and Submission (AA/ARR)

Staff assigned to the ERA Point of Contact user role are not authorized to certify and submit 

ERA Quarterly or Final Reports. The ERA Point of Contact can only enter data and validate 

the data to check for submission errors in the portal (see Figure 2).

Figure 2 – Report Certification and Submission (POC)

d) Questions? 

If you have any questions about accessing or using Treasury’s portal or about the reporting 

requirements, please contact us by email via EmergencyRentalAssistance@treasury.gov. 
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Section II. Navigation and Logistics 

Key terms appear in bold and are explained in the Data Dictionary posted on the Treasury’s 

ERA webpage. 

Log in to Treasury’s Portal via login.gov (see Figure 3).

Figure 3 – Login Page
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Upon logging in, navigate to the Introduction tab (see Figure 4).

Figure 4 – Landing Page

Click on the Go to Your Reports button (see Figure 4) to launch the required reports. Refer to 

the ERA Reporting Guidance for details about the required reports. 

Figure 5 – Quarterly Report Selection

Each listed Quarterly Report links to the required online forms for the specific report. See 

Figure 5 above for an example Quarterly Report Selection screen. 

To begin completing a specific report, click on the blue pencil icon under the “Provide 

Information” column to access the given report.

Note: Users must submit ERA1 and ERA2 data separately. Always be 

aware of a given report’s association with the ERA1 or ERA2 award.

The Quarterly Report Selection page lists the reports that currently require completion. 

Treasury’s portal landing page lists the reports by ERA1 and ERA2 Federal Award 

Identification number (FAIN). Reports in “Draft” status are available for data entry. 

To navigate to a specific report, click the icon under Provide Information (see Figure 5) to enter 

data for the current report for the specific ERA Award. This action will advance you to the 
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Reporting Guidance tab. The Reporting Guidance and Bulk Upload Templates and 

Instructions tabs are informational tabs. Your reporting begins with the Recipient Profile tab. 

The Navigation Bar (see Figure 6) which appears on the left side of Treasury’s portal screens 

allows you to navigate between each tab. 

Figure 6 – Navigation Bar

On the right side of the screen, you will see another navigation pane that details information 

about your ERA project (see Figure 7). Before a quarterly reporting deadline, you can modify 
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submitted reports by clicking the “unsubmit” button to put your submission back into draft 

status. Only an ERA ARR or ERA AA can “unsubmit” reports.

Figure 7 – Project Information navigation pane

a) Submitting Data to the Treasury Portal

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

your Quarterly Reporting obligations. Users have the option of either manually entering data

directly into the portal or providing information via a bulk upload file that includes all relevant 

information in a Treasury approved process and format.

We encourage users with large amounts of data to use the bulk upload procedures. This 

approach reduces administrative burden and minimizes data entry errors. The manual data 

entry option is available to all users but may be more feasible for smaller programs with fewer 

data burdens.

Bulk Upload Function

Recipients can use the associated bulk upload template for providing required information 

for the modules listed here: 
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• Subrecipients, Contractors and Beneficiaries Tab 

o Template #1 – Subrecipient, Contractor, Beneficiary Profile Template 

(FileName: 

Template_1_Subrecipient_Contractor_Beneficiary_Profile_Template_3_31_20

22.xls) 

• Recipient Subawards, Contracts and Direct Payments Tab 

o Template #2 – Subaward, Contract, Direct Payment Record Template

(FileName: 

Template_2_Subaward_Contract_Direct_Payment_Record_Template_3_31_2

022.xls) 

• Expenditures Tab 

o Template #3 – Reporting Expenditures associated with all Subawards, 

Contracts and Direct Payments valued at $30,000 or more Template (FileName: 

Tplt_3_Rep_Exp_assc_w_all_Subaw_Contr_and_Dct_Pmts_val_30k_or_mor

e_Tplt_3_31_22.xls) 

o Template #4 – Reporting Expenditures associated with all Subawards, 

Contracts and Direct Payments valued at less than $30,000 Template

(FileName: 

Tem4_Rep_Obl_and_Exp_assc_all_Suba_Contr_and_Dir_Pmts_val_less_30k

Tem_3_31_2022.xls)

o Template #5 – Reporting Recipient Obligation and Expenditures to Individuals 

Template (FileName: 

Template_5_Rep_Recipient_Oblig_and_Expen_to_Individuals_Template_3_3

1_2022) 

• Project Data and Participant Demographics Tab 

o Template #6 – Participant Demographics Template (FileName: 

Template_6_Participant_Demographics_Template_3_31_2022.xls) 

• Performance and Financial Reporting Tab 

o Template #7 – Participant Household Payment Data File Template (FileName: 

Template_7_Participant_Household_Payment_Data_File_Template_3_31_20

22.xls) 

Note, templates are updated from time to time, so recipients need to make sure to use the 

most recent version.

When using the bulk upload function, Recipients must provide the required information in 

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

upload. 

Recipients that choose to use the bulk upload functionality should download the current 

version of each bulk file upload template within the relevant Quarterly or Final Report. The 

current versions are available for download from the “Bulk Upload Templates and 

Instructions” tab.

Note that all State, Local and Territorial ERA1 and ERA2 Recipients are required to provide 

a Participant Household Payment Data File as part of each Quarterly Report. All other bulk 

upload files have manual entry options, while the Participant Household Payment Data 

File must use the bulk file upload capability. 

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

important function. 
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Modules and submodules accepting bulk upload files are clearly marked in Treasury’s 

portal and identified in later sections of this guide. The template for each upload file is also 

available in the relevant tab for download (see Figure 8).

Figure 8 – Sample Bulk Upload Icon with Template Download Link

All bulk file templates download in the .xls format, but these files must be converted to .csv 

format to properly upload. When you click the upload button you will be directed to a popup screen (see Figure 9) including basic instructions on uploading your file. You can either 

choose to add files or drag and drop files to initiate the bulk upload.

Figure 9 – Demographics Bulk Upload

Treasury’s ERA portal will reject a Bulk Upload File if it contains incorrect data (e.g., data 

not matching a picklist requirement) or if the file is not in “.csv” format. The portal will 

display an error message on screen if the bulk file upload data contains errors. If your 

submission receives a(n) error message(s), you are required to reconcile the errors in the

bulk upload file and re-submit the corrected version to the portal. You will need to “Validate” 

(step 4) each time you make new corrections until no errors remain in the Bulk Upload 

File. Then you will click “Import” to finalize. 

There are three common Bulk File Upload errors as described below (see Figure 10):

• Blank Data: Blank Data: When a required field is left blank within your bulk upload 

file, the specific bulk upload file row and cell number will be displayed on the 

screen. In the example below, the user made an error pertaining to the “Completion 

Status” and the error is located in Column FF, Row 89. 
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• Invalid Data: Invalid data includes any type of data (numeric or text) that does not 

meet the requirements set forth in the Help Text within each bulk upload file 

template. In the example below, the user made an error pertaining to the “Adopted 

Budget” and the error is located in Column G, Row 9. 

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

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

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

project identification number. In the example below, the user made an error 

pertaining to the “Completion Status” and the error is in Column E, Row 8. 

Figure 10 – Example Bulk Upload Errors

Manual Data Entry

Manual data entry requires you to key in information as instructed on the screen. Manual 

inputs are described in detail below for each section of this guide. 

Note: * indicates a required field. You must enter information 

into the field before you can save or proceed to the next screen. 

Your inputs will be subject to validation by Treasury’s portal to ascertain that the data 

provided is consistent with expected format or description (e.g., entering “one hundred” 

instead of 100). If a given data entry fails a validation rule, the portal will display an error 

message for you to address (see Figure 11). 

Figure 11 – Manual Entry Error Example

After Treasury’s portal validates the data that has been manually entered for a given tab, 

you may continue to the next tab. The portal provides the error notifications for those 

elements that fail the validation rules (For Example: Leaving a required field as blank). 

Also, the portal will alert you when you manually enter a data value that does not satisfy 

the validation rules (For Example: Trying to enter a currency value beyond a specific 

range). 

Clickable Icons
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Some data entry areas will have an icon (see Figure 12) that will allow you to Provide 

Information (enter data), View information (previous data entries), or Download information 

(previous data entries). 

Figure 12 – Clickable Icons Legend

Narrative Boxes

When providing narratives, you are encouraged to type the responses using a word 

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

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

final narratives directly into the text boxes in Treasury’s portal. 

The text boxes (see Figure 13) can be expanded by clicking and dragging the icon in the 

bottom-right corner. 

Figure 13 – Manual Entry Text Box

Saving Data 

Within each tab of Treasury’s portal, you will see a next button and a save button at the 

bottom of the screen. The “Next” button will advance you to the following module and 

automatically save all information entered on that screen when clicked. Clicking the “Save”

button will allow you save current progress without advancing to the next module. You can

use the “Save” button when you plan to exit the portal and come back to your report at any 

time for completion. You will see a green notification across the top of the screen when your 

report is successfully saved (see Figure 14). 

Figure 14 – Green Saving Bar

Uploading and Deleting Word, Excel, and PDF Documents 
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After you have uploaded a Word document or PDF file to the portal, you will see the file 

Title and Upload Date populate within the relevant section. To view your uploaded file, 

click the “View Uploaded File” button (see Figure 15). You may upload multiple files in 

each section. 

Figure 15 – File Upload Functionality

If you must delete a previously uploaded file for any reason, click the check box next to 

the Title of your file. A red button that says “Delete Files” will appear above your uploaded 

file (see Figure 16). Click this button to delete the selected file. 

Figure 16 – Deleting Uploaded Files

This functionality applies to the upload file segments found on the “Projects” and 

“Performance & Financial Reports” tabs.

b) Report Processing Information 

The following section describes helpful practices for submitting a report, editing a report prior 

to submission, and editing a report after submission.

Printing or downloading a copy of the report 

When you finish uploading your report, you will be able to download or print a copy of the 

Quarterly Report for your records (see Figure 17). The icon that appears under the

“Download” heading will be available on the ERA Compliance Reports page once your 

report is complete. 
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Figure 17 – Image of submitted report

Editing a report prior to the submission due date 

You will be able to log back into Treasury’s portal and complete your partial reports. You 

are also able to edit your submitted Quarterly Report any time before the submission due 

date for the current quarter. At any time before the due date, you can “unsubmit” your 

report to revise data as needed and then certify and resubmit your quarterly report. 

Any other party (AA, ARR or POC) in your organization can enter the data for the report. 

However, only the AA or ARR can certify and submit/unsubmit/resubmit your reports. 

Figure 18 – Image of submitted report

Image of submitted report

Figure 19 – Image of submitted report

Requesting an extension to a report prior to the submission due date 

Recipients are now able to request a one-time 30-day extension for Quarterly Report 

submission using the button under “Extend Deadline” (See Figure 18). Extension requests 
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can only be made prior to the submission deadline. Recipients must provide a “Reason for 

Extension” (See Figure 19). Once requested, you will be able to see your extension 

request status under “Extension Status” (See Figure 18). Upon approved, you will see the 

revised due date in “Deadline” (See Figure 18) 

Only the AA or ARR can request to extend your submission deadline. 

c) Informational Tabs 

The portal has two information tabs – Reporting Guidance (see Figure 20) and Bulk Upload 

Templates and Instructions (see Figure 21) for your convenience. These tabs include links to 

the ERA Reporting Guidance, User Guide, bulk upload templates, and other information to 

help you complete your Reports. 

The bulk upload templates are updated periodically. The latest revision date is listed next to 

the template name as shown below. Additionally, please verify that the revision date on the 

upper left corner (Cell A1) on each downloaded template matches the date listed for the file in 

the Bulk Upload tab. Please ensure that you are always using the latest version of each 

template prior to starting your quarterly report submissions.

Figure 20 – Reporting Guidance Tab

Figure 21 – Bulk Upload Templates and Instructions

d) Unique Entity Identifier (UEI) 

On April 4, 2022, the federal government stopped using the DUNS number to uniquely identify 

entities. Entities doing business with the federal government are now required to use a Unique 
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Entity Identifier (SAM) created in SAM.gov. They will no longer have to go to a third-party 

(Duns and Bradstreet) website to obtain their identifier. This transition allows the government 

to streamline the entity identification and validation process, making it easier and less 

burdensome for entities to do business with the federal government.

How to find UEI in Salesforce

If your entity is registered in SAM.gov, Treasury will retrieve your UEI from your existing 

SAM.gov profile. Your Recipient profile will be automatically updated with your UEI. The 

same actions will be performed for any of your subrecipient or contractor entities that 

maintain an active SAM.gov registration. Below, you will see a sample of where your UEI 

will display on the Recipient Profile (see Figure 22) as well as the Subawards, Contracts 

and Direct Payments (see Figure 23) tabs. 

Figure 22 – UEI Information on Recipient Profile tab

Figure 23 – UEI Information on Subawards, Contracts and Direct Payments tab

How to find UEI on SAM.gov 

If your entity is registered in SAM.gov, your Unique Entity ID (SAM) has already been 

assigned and is viewable in SAM.gov. This includes inactive registrations. The Unique 

Entity ID is currently displayed below the DUNS Number on your entity registration record. 

Remember, you must be signed in to your SAM.gov account to view entity records. To 

learn how to view your Unique Entity ID (SAM) go to this help article.
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Section III. Recipient Profile Tab

In this tab, you will review and confirm information about your organization, its SAM.gov 

registration status, and its executive compensation data (see Figure 24). Refer to the ERA 

Reporting Guidance for additional details about the tab. 

This module includes two segments: a) Recipient Profile and b) SAM.gov Registration and 

Executive Compensation. 

Figure 24 – Recipient Profile tab

a) Recipient Profile

Recipient Profile information will be pre-populated with information from the 

Recipient’s ERA application and other sources (see Figure 25). 

The screen will also display the names and contact information for individuals 

the Recipient has designated for key roles for ERA program reporting. 
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Figure 25 – Recipient Information

 Use the textbox (see Figure 26) to flag errors, notifying Treasury if any 

information is incorrect. 

Figure 26 – Recipient Profile Discrepancies Entry

b) SAM.gov Registration and Executive Compensation

Use the dropdown (see Figure 27) to confirm your entity’s SAM.gov status and 

Executive Compensation reporting eligibility questions. 

Note: This information is required for Treasury to complete the 

FSRS.gov reporting on your behalf. 

Figure 27 – SAM.Gov Registration Status
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If the ERA Recipient is registered in SAM.gov, select “Yes” from the picklist

(see Figure 28) and move on to Step 7 below. 

Figure 28 – Currently Registered in SAM.Gov

If the ERA Recipient is not registered in SAM.gov, select “No” from the picklist. 

Two additional questions will populate the space below (see Figure 29). 

Figure 29 – Not Currently Registered in SAM.gov

Note: For SAM.gov registration assistance, please contact the 

Federal Service Desk at www.fsd.gov or 1-866-606-8220.

If the ERA Recipient received 80% or more of its annual gross revenue from 

federal funds in the preceding fiscal year AND the ERA Recipient received $25 

million or more of its annual gross revenue from federal funds, an additional 

question will appear (see Figure 30). 

Figure 30 – Total Compensation Questions 

Select “Yes” if the total compensation for the ERA Recipient organization’s five 

highest paid officers is publicly listed or otherwise listed in SAM.gov (see Figure 

31) and move on to Step 7 below. 

Figure 31 – Total Compensation Publicly Listed
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Select “No” if the total compensation for the ERA Recipient organization’s five 

highest paid officers is not publicly listed or otherwise listed in SAM.gov. Enter 

the name(s) of the officer(s) in the chart that will appear (see Figure 32), and 

the total compensation received by each. If fewer than five (5) officers exist, 

enter “N/A” and $0 in the empty field(s). 

Figure 32 – Total Compensation Not Publicly Listed

Figure 33 – Point of Contact List

Figure 33 illustrates the table that will list the current members of your 

organization that are the designated staff for key roles in managing ERA1 and 

ERA2 Reports. Please review the list for accuracy. You can update this 

information at this time by clicking the blue “here” icon above the table. This 

will open up a new tab where you are able to modify/update your 

organizations staff and role designations. Please see the Hints and Tips for 

Designating Points of Contact for ERA1 and ERA2 Reporting for further 

details. 

Click the Save button to record progress. 

Click the Next button to advance to the Project Overview module. 
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Section IV. Project Overview Tab

In this tab, you will provide a narrative overview of the ERA1 or ERA2 Project that is the subject 

of the report. Refer to Project Overview Tab in the ERA Reporting Guidance for additional 

information on this section. 

The ERA Recipient is required to enter the Name of the ERA Project, Recipient Project ID (an 

identification number to be created by the ERA Recipient), and a narrative description of the 

ERA project. The mandatory information includes data points required for reporting on 

FSRS.gov. You will provide additional information about the subject ERA Project including 

information on the project’s goals and accomplishments (see Figure 34).

This Quarterly Report module includes five segments: a) My Project, b) ERA Recipient 

Information, c) ERA Project Description, d) System for Prioritizing Assistance, and e) Use of 

a Fact-Based Proxy for Determining Eligibility. Information reported in previous quarterly 

reports will be carried forward to the current quarterly report. ERA Recipients should edit and 

update the information as appropriate.

Figure 34 – Project Overview tab

a) My Project 

The “My Project” box (see Figure 35) will appear near the top of the screen.

You will be required to provide a Project Name and Recipient Project ID on 

your first report. Thereafter, the list will display the name of your ERA Project 

and the Recipient Project ID as previously entered. These fields will be greyed 

out and will no longer be editable.

Figure 35 – Project List

b) ERA Recipient Information

 Enter the following (see Figure 36): 

• Recipient Project ID. Enter a unique/self-generated Project ID for the 

subject ERA1 or ERA2 Project. The Project ID may include numbers 

and letters. Please maintain the Project ID for future reference.

• Name of the ERA Project. This information will also be used to identify 

your ERA Project data. 
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• ERA Project Website URL. 

Figure 36 – ERA Recipient Information 

Indicate the Geographic Service Area (see Figure 37) served by the project.

Figure 37 – Geographic Service Area List

If Targeted Communities is selected, an additional text box will appear where 

you can provide the names of the Specific Cities/Counties (see Figure 38).

Figure 38 – Geographic Service Area, Targeted Communities

Note: Indian Tribes, Tribally Designated Housing Entities (TDHEs), and 

the Department of Hawaiian Home Lands (DHHL) Recipients (referred 

to as “Tribe, TDHE, and the DHHL Recipients”) will not see “Targeted 

Communities” under the Geographic Service Area dropdown. 

c) Utilize the ERA Project Description text box (see Figure 39) to provide a narrative 

description on the project. 
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Figure 39 – Project Description

d) Utilize the System for Prioritizing Assistance text box to provide a narrative 

description on your system of prioritizing assistance to participant households of 

certain incomes (see Figure 40).

Figure 40 – System for Prioritizing Assistance

e) Use of a Fact-Based Proxy for Determining Eligibility 

Select “Yes” or “No” if your organization used any fact-based proxies when 

determining income eligibility (see Figure 41).

Figure 41 – Use of Fact-Based Proxies (1)

If fact-based proxies were used, provide a narrative description of the proxies 

used and known procedures (see Figure 42).
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Figure 42 – Use of Fact-Based Proxies (2)

At the bottom of the page, click the Save Project icon to complete your project 

setup. 

Click the “Next” button to advance to the Subrecipients, Contractors and 

Beneficiaries tab. 
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Section V. Subrecipients, Contractors, and Beneficiaries Tab

In this module, you will provide information on all obligations, including details about all 

Subrecipients, Contractors and Beneficiaries (other than beneficiaries who are individual 

tenants or individual/small business landlords) to which the ERA Recipient obligated $30,000 

or more in the reporting period. Please refer to “Subrecipients, Contractors, and Beneficiaries 

Tab” in the ERA Reporting Guidance for additional clarification on this section. (See Figure 

43).

Figure 43 – Subrecipients, Contractors, and Beneficiaries tab

This module includes two segments: a) Subrecipient Information and b) My Subrecipients 

(Subaward, Contract and Direct Payment). 

Subrecipients, Contractors and Beneficiaries Information

The Subrecipients, Contractors and Beneficiaries module allows users to enter data manually 

or leverage the bulk file upload capability. For bulk upload instructions specific to this 

submodule, see Appendix A – Bulk Upload Overview. You can download the bulk file 

template for use in submitting the required data via bulk file upload (see Figure 44). When 

ready to submit the data in your bulk upload file, use the Upload complete Template #1 button 

(see Figure 44). 

Figure 44 – Subrecipient Links (Create, Upload, and Download Template)

Note: When using the bulk file upload capability or manual entry, 

subrecipient, contractor or beneficiary profiles must be completed prior 

to beginning the data entry for the subawards, contracts or direct 

payments. 

If you choose to individually enter records, follow the instructions below.

If you are making a profile record for a new Subrecipient, Contractor or 

Beneficiary, enter the relevant information in each of the required fields (see 

Figure 45). All starred information is required. However, you may enter either 

the UEI or TIN; the system requires only one of the two options. 
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Figure 45 – Manually Create a Subrecipient, Contractor or Beneficiary Record

Note: When entering profile information for Beneficiaries that are 

businesses, corporations or non-profits that receive ERA financial 

benefits in amounts of $30,000 or more, please select “NA” for the 

question, “Is the subrecipient, contractor, beneficiary” registered in 

SAM.gov.
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At the bottom of the section, click the Create a Subrecipient, Contractor, or 

Beneficiary Record icon to complete the profile record. Continue to manually 

create additional profile records for other Subrecipients, Contractors and 

Beneficiaries as needed. 

As you enter information about each Subrecipient, Contractor and Beneficiary, 

the list at the bottom of the page will populate with key information for each 

record (see Figure 46). Subrecipient, contractor and beneficiary information 

entered in past quarterly reports will carry over from quarter to quarter. Please 

do not create duplicate records.

When all Subrecipient, Contractor and Beneficiary profile record information is 

entered, click the Next button to advance to the next module.

Figure 46 – My Subrecipients, Contractors and Beneficiaries

Update/Delete/Search/Download Subrecipients, Contractors, and Beneficiaries

records
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1. Please use the search box in Figure 46 to search for specific subrecipient, 

contractor or beneficiary records.

2. Please use the “Download My Subrecipients List” button in Figure 44 to 

download a full list of your subrecipient, contractor and beneficiary records.

3. Please use the “eye” symbol in Figure 46 to view the record for a specific 

subrecipient, contractor and beneficiary records online.

Figure 47 – View of Subrecipient/Contractor/Beneficiary Record
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4. Update a specific subrecipient, contractor or beneficiary record by editing any 

of the fields shown and using the “Save Subrecipient” button (See Figure 47). 

Delete the entire record by using the “Delete Subrecipient” button (See Figure 

47). . If you are only viewing the record and not making any changes, please 

use the “X” at the top right corner of Figure 47 to close the record. Do not press 

“Save Subrecipient” as you will be prompted to explain your changes each time. 

5. The “Narrative” box will appear only while editing records created in previous 

quarters. Add notes under “Narrative” describing the changes made to the 

record before saving. 

Note: Changing/Updating/Deleting a subrecipient, contractor or 

beneficiary record may impact any associated subaward, contract or 

direct payment or expenditure information. 
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Section VI. Recipient Subawards, Contracts and Direct Payments Tab

The Subaward, Contracts, and Direct Payments tab allows you to enter the required 

information regarding all subawards, contracts and direct payments valued at $30,000 or more 

made by the ERA Recipient in the reporting period. Please refer to the ERA Reporting 

Guidance for additional clarification on required information about Subrecipients, Contractors, 

and Beneficiaries and related obligations and expenditures (see Figure 48). 

Figure 48 – Recipient Subawards, Contracts and Direct Payments

Subaward, Contract, and Direct Payment Information 

The Subawards, Contracts and Direct Payments tab allows users to enter data manually or 

leverage the bulk file upload capability. For bulk upload instructions specific to this tab, see 

Appendix A – Bulk Upload Overview. You can download the bulk template using the provided 

link in Treasury’s portal before using the upload button (see Figure 49). 

Figure 49 – Subaward Links (Create, Upload, and Download Template)

Note: Subaward, Contract, Direct Payment bulk upload can only be 

completed after Subrecipient, Contractor, Beneficiary bulk upload is 

completed. 

If you choose to individually enter records, follow the instructions below.

 Enter the following fields: Subaward, Contract or Direct Payment Number, 

Amount Obligated, Date, Type, Performance Start, Performance End, 

Place of Performance Address, City, State, Zip, Zip+4, and Country (see 

Figure 50). Valid selections are listed in blue font below two data elements in 

Figure 50 below. 
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Figure 50 – Subaward Reporting Submodule

Figure 51 – Subaward Reporting Submodule

Enter the Subrecipient, Contractor or Beneficiary UEI or TIN in the Select

Subrecipient, Contractor or Beneficiary Entity text box (see Figure 50) and click 

the search icon on the right. If a Subrecipient, Contractor or Beneficiary record 

already exists, this will connect it to your Subaward, Contract, or Direct 

Payment. 

Use the open textbox to provide a brief description of the Subaward, Contract 

or Direct Payment’s underlying eligible use (see Figure 51).
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Click Create Subaward, Contract or Direct Payment Record to establish the 

Subaward record. Repeat Steps 1 through 3 to create additional Subaward, 

Contract or Direct Payment records. 

The list of Subawards, Contracts and Direct Payments will be displayed below

the “My Subawards, Contracts and Direct Payments” title at the bottom of the 

page (see Figure 52).

When finished adding to your list, click the Next button to advance to the 

Expenditures tab.

Figure 52 – My Subawards, Contracts, Direct Payments Section

Update/Delete/Search/Download Subaward, Contract, and Direct Payment 

records

1. Please use the search box shown in Figure 52 to search for specific

subrecipient, contractor or beneficiary records.

2. You can use the “Download My Subawards List” button in Figure 52 to 

download a list of your subrecipient, contractor and beneficiary records.

3. You can then use the downloaded information to perform offline review and 

verification on the submitted information. This will enable you identify any 

records that require updates. You can also use this function to download past 

and current quarter data for your local recordkeeping purposes.

4. Alternatively, please use the “eye” symbol in Figure 52 to view your 

subrecipient, contractor and beneficiary records online. 
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Figure 53 – View of Subaward/Contractor/Direct Payment Record

6. Update or delete subawards, contracts or direct payments record by editing 

any of the fields shown and using the “Save Subaward” button (See Figure 53). 

“Grey” fields cannot be updated/changed. Delete the entire record by using the 

“Delete Subaward” button (See Figure 53). If you are only viewing the record 

and not making any changes, please use the “X” at the top right corner of Figure 

51 to close the record. Do not press “Save Subaward” as you will be prompted 

to explain your changes each time.

7. The “Narrative” box will appear only while editing records created in previous 

quarters. Add notes under “Narrative” describing the changes made to the 

record before saving. 

Note: Changing/Updating/Deleting a subaward, contract or direct 

payment record may impact any associated expenditures information. 
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Section VII. Expenditures Tab

As part of the Quarterly Reporting requirement, you will need to provide information regarding 

all expenditures made in the reporting period (see Figure 54). Please refer to the ERA 

Reporting Guidance for additional clarification on the Expenditures tab. 

Figure 54 – Expenditures Tab

The expenditures reporting is categorized into three groups: (1) Expenditures Associated with 

the ERA Recipient’s Subawards, Contracts and Direct Payments Valued at $30,000 or More, 

(2) Total of all Obligations and Total of all Expenditures Associated with the ERA Recipient’s 

Subawards, Contracts and Direct Payments Valued at Less than $30,000 and (3) Recipient 

Obligations and Expenditures (Payments) to Individuals (Beneficiaries). 

The Expenditures reporting tab allows users to enter data manually or leverage the bulk file 

upload capability. For bulk upload instructions specific to this tab, see Appendix A – Bulk 

Upload Overview. You can download the unique bulk templates for each of the three groups 

listed above using the provided link in the Treasury portal before using the upload button (see 

Figure 55 for the first of three templates on the page). 

Figure 55 – Expenditure Bulk Upload Icons

If you do not use the bulk upload function, follow the steps listed below. 

• Expenditures Associated with the ERA Recipient’s Subawards, Contracts and 

Direct Payments Valued at $30,000 or More (see Figure 56) 

The default screen allows you to report any Administrative Costs incurred by the ERA 

Recipient (recipient-level) which are not associated with a subaward or contract. 

1. To report new expenditures under a specific subaward, contract or direct 

payment, enter the Subaward, Contract or Direct Payment Number in the 

search function under Subaward ID field to associate the expenditure record 

to the appropriate subaward, contract or direct payment. 

2. Enter the Expenditure Start Date, Expenditure End Date, and Expenditure 

Amount.

3. Select the associated ERA Expenditure Category from the drop-down picklist. 

There is a space to provide a narrative for Administrative Costs.

4. Cumulative Expenditures to date are also shown on the screen (see Figure 57).
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Figure 56 – Data Entry for Expenditures > $30,000

Figure 57 – Cumulative Expenditures Amount

5. Click the Create Expenditures button to submit the record. Repeat Steps 1 

through 4 to report additional expenditures, which will appear in a list below the 

section. Proceed to the next segment once all expenditures are reported. 

Note: To report an ERA Recipient’s administrative costs in amounts of 

$30,000 or more: 

1. Leave the Subaward, Contract, Direct Payment ID/ number fields

blank.

2. Enter the Expenditure Start Date, End Date, Expenditure Amount. 

3. The Expenditures Category field is pre-selected to “Administrative 

Costs”. 

5. Enter “N/A’ for the “Please provide a brief description” field.

6. Use the “Administrative Cost Narrative” field to provide a supporting 

narrative.
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• Total of all Obligations and Total of all Expenditures Associated with the ERA 

Recipient’s Subawards, Contracts and Direct Payments Valued at Less than

$30,000 (see Figure 58)

1. Enter the Total Quarterly Expenditure Amount and Total Quarterly 

Obligation Amount. You may enter “0” (zero) where appropriate.

2. Select the associated Expenditure Category and Subaward. Contract or 

Direct Payment Type from the drop-down picklist.

3. Click the Save Data Entry button to submit the record. Depending on the 

obligations and expenditures in the current reporting period, Steps 1 & 2 will 

need to be repeated up to 21 times (for 7 Expenditure Category types and 

3 Aggregate Payment types).

4. Treasury’s portal will display an on-screen summary of the reported obligations 

and expenditures in tabular format. Please see Appendix B for a sample of the 

table. The sample may be particularly helpful for Recipients who manually keyin these data points.

5. Cumulative Expenditures, and Cumulative Obligations displays the sum

total of all records reported in this section. These fields are automatically 

calculated and displayed at the bottom of the subsection (see Figure 59).

Figure 58 – Data Entry for Expenditures < $30,000
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Figure 59 – Cumulative Obligations and Expenditures

6. Proceed to the next segment once all obligations and expenditures are 

reported. 

Note: To report an ERA Recipient’s expenditure under a subaward or 

contract that is an administrative cost in an amount less than $30,000: 

1. Select “Administrative Costs” for the Expenditures Category. 

2. Use the “Administrative Cost Narrative” field to provide a supporting

narrative.

• Recipient and Subrecipient Expenditures (Payments) to Individuals (see Figure

60)

1. Enter the Total Quarterly Expenditure Amount and Total Quarterly 

Obligation Amount. 

2. Select the associated Expenditure Category from the drop-down picklist. 

3. Click the Save Data Entry button to submit the record. Depending on the 

obligations and expenditures performed in the current reporting period, Steps 

1 & 2 will need to be repeated up to 7 times once for each of the 7 Expenditure 

Category types. 

4. Treasury’s portal will display an on-screen summary of the reported obligations 

and expenditures to individuals in tabular format. Please see Appendix C for a 

sample of the table. The sample may be particularly helpful for Recipients who 

manually key-in these data points.
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5. Cumulative Expenditures, and Cumulative Obligations displays the sum 

total of all records reported in this section to date. These fields are automatically 

calculated and displayed at the bottom of the subsection (see Figure 61).

Figure 60 – Data Entry for Payments to Individuals

Figure 61 – Cumulative Obligations and Expenditures
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6. Click the Next button on the navigation bar to advance to the next section. 

• Expenditure search functionality 

You can search for expenditures that have been entered in the current reporting period 

and for those submitted in prior periods. You can filter by reporting quarter and reporting 

year and also download information about the expenditures (see Figure 62). 

Figure 62 – Expenditure Search

• Update/Delete Expenditure Records

1. Use the “eye” symbol next to any expenditure, as shown in Figure 61, to view 

expenditure records online for each of the three expenditure categories. 

2. Update expenditure records by editing any of the fields shown and using the 

“Save Expenditure” button (See Figure 63). “Grey” fields cannot be 

updated/changed. Delete the entire record by using the “Delete Expenditures” 

button (See Figure 63). If you are only viewing the record and not making any 

changes, please use the “X” at the top right corner of Figure 63 to close the 

record. Do not press “Save Expenditures” as you will be prompted to explain 

your changes each time.

3. The “Edit Explanation” box will appear only while editing records created in 

previous quarters. Add notes under “Edit Explanation” to justify changes to 

previously certified expenditure before saving. 

Please see Section XI - Editing and Revising Your Data, below, for detailed guidance 

on procedures for making updates and revisions to previously submitted data.
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Figure 63 – All Expenditure Edit Screens
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Section VIII. Project Data and Participant Demographics Tab

In this module, you will provide participant demographic information (see Figure 64) for the 

subject ERA project. For each measure and data element listed, Recipients must report 

progress achieved over the reporting period. State, Local, and Territorial Recipients must also 

report certain data elements by race, ethnicity, and gender of the primary applicant for 

assistance in the household. Please refer to the ERA Reporting Guidance for additional 

clarification.

Figure 64 – Demographics tab

All recipients must manually enter their responses into each of the text boxes on this page. 

For any data fields that do not apply, please enter “0.” In addition, State, Local, and Territorial 

recipients are required to submit Participant Demographic Information by race, ethnicity, and 

gender (see Figure 67). This information can be provided manually or via bulk upload. 

For bulk file upload instructions specific to this submodule, see Appendix A – Bulk Upload 

Overview. You can download the bulk template using the provided link in Treasury’s portal

before submitting using the upload button (see Figure 65). 

Note: There is no bulk file upload template for Tribe, TDHE, and the 

DHHL Recipients. Tribes, TDHE, and the DHHL Recipients are not 

required to report the information broken out by race, ethnicity, and 

gender of the primary applicant for assistance.

Figure 65 – Demographics Bulk Upload

If you choose to manually provide Participant Demographic Information, please follow the 

instructions below. 

Click Provide Demographic Information (see Figure 66) to report demographic 

information broken out by race, ethnicity, and gender for all required fields. 
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Figure 66 – Reporting on ERA Applicants

Enter the applicable data in the number column (see Figure 66). 

Click Save Demographic Information (see Figure 67) to submit demographic 

for the current field. 
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Figure 67 – Reporting on ERA Applicants

Figure 68 – Save Demographic Information

The Project Data and Participant Demographics reporting tab is categorized into four groups: 

1) ERA Applicants, 2) ERA Assistance Provided, 3) Participant Households at Certain Income 

Levels, and 4) Award Activity Amounts Approved (Obligated) and Amounts Paid (Expended)

During the Quarter. 

If you choose to manually enter records, follow the instructions below. 
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Under the ERA Applicants section (see Figure 69), report data on ERA 

applications received and assistance provided in the reporting period. 

Figure 69 – Reporting on ERA Applicants

Under the ERA Assistance Provided Section, report data on unique households 

that received different types of ERA assistance (excluding Housing Stability 

Services) (see Figure 70). 

Note: Tribe, TDHE, and the DHHL Recipients must report on each of 

the ERA Assistance Types listed. Tribes, TDHE, and the DHHL 

Recipients are not required to report the information broken out by race, 

ethnicity, and gender of the primary applicant for assistance.
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Figure 70 – Reporting on ERA Assistance Provided

Under the Participant Households at Certain Income Levels section, report data 

on households served based on income eligibility (see Figures 71 and 72). 

Note: Tribe, TDHE, and the DHHL Recipients are only required to 

report the total amount of ERA award paid to or for participating 

households in this section. 
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Figure 71 – Reporting on households served based on income eligibility (1)

Figure 72 – Reporting on households served based on income eligibility (2)

Under the Award Activity Amounts Approved (Obligated) and Amounts Paid 

(Expended) During the Quarter section, report data on all amounts obligated 

and expended in the current Quarterly Reporting period (see Figure 73).
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Figure 73 – Reporting on award activity approved, and amount paid

Click the Save Demographics button to record progress. 

Click the Next button to advance to the Performance and Financial Report 

module. 
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Section IX. Performance and Financial Reporting Tab

In this module, you will report on the overall performance and financials and will also submit 

participant household payments data for the current reporting period for the subject ERA

Project (see Figure 74). Please refer to the ERA Reporting Guidance for additional 

clarification.

This module includes four segments: a) Performance Narrative; b) Narrative on Effective 

Practices; c) Federal Financial Reporting; and d) Participant Household Payment Data File. 

Figure 74 – Performance & Financial Report tab

Performance Narrative

In this section, you will provide additional information on how the project performed 

against the outlined ERA goals and outcomes for the current reporting Quarter (see 

Figure 75). 

Provide a narrative that discusses how the project performed relative to the 

goals outlined by the ERA program. Address all the listed relevant points.

Alternatively, you can choose to upload your performative narrative via the 

“Upload Files” functionality. For ease of tracking, please consider using a 

standard naming convention for your file (example – 

PerformanceNarrative_RecipientName_ERAProgram_Date). 
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Figure 75 – Performance Narrative

Narrative on Effective Practices

In this section, you will provide additional information on the effective practices that 

were used by your organization.

Provide a brief explanation on the effective practices used when administering 

the ERA Project (see Figure 76). 

Alternatively, you can choose to upload your narrative via the “Upload Files” 

functionality. For ease of tracking, please consider using a standard naming 

convention for your file (example –

EffectivePractices_RecipientName_ERAProgram_Date). 
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Figure 76 – Effective Practices Narrative Entry

Federal Financial Reporting

This section of the ERA Quarterly Report has been updated effective with the Quarter 

1, 2022 report, to require Recipients to provide financial data directly into Treasury’s 

portal, rather than by uploading SF-425 forms as was required previously. 

Treasury’s Portal will pre-populate the Total Award data field. 

Enter the Cumulative amount of Award Obligated as of the end of the 

Reporting Period, Cumulative amount of Award Obligated but not 

Expended as of the end of the Reporting Period, Cumulative amount of 

Award Expended as of the end of the Reporting Period, and Amount of 

award Unobligated as of the end of the Reporting Period data (see Figure 

77).

Report/verify Current Quarter Obligations and Current Quarter 

Expenditures. 
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Figure 77 – Federal Financial Reporting

Participant Household Payment Data

The Participant Household Payment Data section does not contain a manual data entry 

option. Users must use the bulk file upload capability to submit the required data. 

Under the Participant Household Payment Data section, click the Upload Files icon

(see Figure 78) and attach the Participant Household Payment Data File (*.csv). The 

file can be downloaded by clicking the Download Participant Household Payment 

Data icon. For ease of tracking, please consider using a standard naming convention 

for your file (example – PHPDF_RecipientName_ERAProgram_Date).

Note: Tribe, TDHE, and the DHHL Recipients are not required to 

submit the Participant Household Payment Data file and therefore this 

section will not appear in their records.
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Figure 78 – Participant Household Payment Data

Recipient Comments 

The Recipient Comments section may be used to provide any information or comments 

to Treasury about the compliance reporting process. Recipients are encouraged to 

provide any information deemed necessary to further explain any data or narrative 

responses submitted in the quarterly report as well. You can upload a file or use the 

provided text box (see Figure 79). 

Figure 79 – Recipient Comments

Click the Save button to record progress. 

Click the Next button to advance to the Report Certification and Submission 

module.
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Section X. Report Certification and Submission Tab

The Recipient’s designated Authorized Representative for Reporting (ARR) or ERA Account 

Administrator (AA) must e-sign the certification to successfully submit the Quarterly Reports

(see Figure 80). If the ERA Point of Contact certifies the submission, the report will be in “Draft” 

status until the ARR or AA certifies through the portal.

a) Review and agree to the following statement: 

Figure 80 – Form Submission Certification

b) Click Certify button to agree to the statement. A window will pop up to ensure you are 

ready to submit. Click the Submit icon (see Figure 81). 

Figure 81 – Form Submission Approval Screen & Successful Submission
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c) If there are any errors at the time of your submission, an error message will appear 

with mistakes to be corrected in red (see Figure 82). 

Figure 82 – Submission Error Message & Errors to Address

d) Address all errors and repeat Step B to certify and successfully submit your report. 

This will complete the Quarterly Reporting process.
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Section XI. Editing and Revising Your Data

This section provides instructions for recipients who seek to provide updates or revisions to 

information submitted in the Subrecipient, Subaward, Expenditure sequence of tabs in 

previous quarterly reports. Please note that, unless initiated by Treasury staff, recipients will 

not have the ability to make any edits directly on submitted reports after the report deadline. 

Rather, any revisions to reports that have been submitted must be reflected in he next 

available report.

There are two ways to revise Subrecipient, Subaward, and Expenditure records:

• Manual Entry – using the Treasury Portal’s web-based online forms to revise or change 

fields manually and 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) Subrecipient/Contractor/Direct Payee (Beneficiary) Records

Recipients have the ability to revise previously entered Subrecipient/Contractor/Direct Payee 

(Beneficiary) information by clicking on the on-screen “Eye” icon located in the “More” 

column.

Recipients can revise identifiers such as the UEI or the TIN. Subrecipient identifying 

information, including UEI and TIN, should be entered or updated if available, as DUNS 

numbers are no longer being used as a valid identifier.

Please note that revising a record will trigger a requirement to provide a brief statement of 

the reason and description of the edits. 

2) Subaward/Contract/Direct Payment Records

Similarly, for revising previously entered Subaward/Contract/Direct Payment data, recipients 

will need to click on the on-screen “Eye” icon located in the “More” column. 

Please note that revising the record will trigger a requirement to provide a brief statement of 

the reason and description of the edits. 

3) Expenditures 

Recipients have the ability to manually revise previously entered expenditure information onscreen by clicking on the “Eye” icon located in the “More” column. Monetary and Nonmonetary content (i.e., amounts, dates, categories, etc.) can be changed directly on-screen

in the portal. Recipients are able to make revisions one expenditure at a time when using 

the on-screen manual method. Editing the record will trigger a requirement to provide a 

reason and description of the edits. 

b) Bulk Upload Entry

Similar to bulk uploading new data (as described in Appendix A), recipients have the ability 

to revise multiple records at one time by using the bulk upload templates.

The steps to make these revisions using bulk upload templates are as follows:
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1) Subrecipient/ Contractor/Direct Payee and Subaward/Contract/Direct Payments 

module

NOTE:

Prior to revising an existing record, please ensure you have the most up to date bulk upload 

template for the respective modules. You will populate a blank template with your new 

changes. Templates are available for download on the portal. 

All revisions require the existing identifier field for each respective record. You can find the 

identifier field by using the “Download Information Reported to Date” function below every 

module to easily view your record’s identifiers in Excel. The mapping for unique identifiers for 

each module is as follows:

• Subrecipient/Contractor/Direct Payee: “ID”

• Subaward/Contract/Direct Payment: “ID”

(Copy the .csv “ID” field to the “Recipient Project ID” field in the respective bulk file 

upload template)

Step 1

Identify and Populate Record Identifiers: Identify which record(s) require revision. 

Populate the identifier field (located in the respective .csv file) in the relevant and blank Bulk 

Upload Template for the records you want to edit. Make sure that in each template, the 

identifiers correspond with records that currently exist in the system. 

Step 2

Populate Record Changes: Once the identifier is populated for the records you want to 

reviseedit, fill in the rest of the template both with fields that are being revised, and fields that 

are not changing. You will add your changes and record identifier starting with Row 8, 

column B for each respective template. IMPORTANT: Revising with bulk upload replaces 

data in the entire record, not only in the fields you want to edit. So, if you leave any fields 

blank in your upload template, those fields will be blank in the system. 

EXAMPLE: The period of performance start date needs to be changed for a subaward 

record. 

Using a new blank bulk file upload template, populate the appropriate record identifier and 

new period of performance start date. Populate all remaining unchanged fields with the 

existing record content. 

Step 3

Bulk Upload: After completing the bulk upload template that includes your edits, save the 

template as a .CSV file and change the file name as needed. Click the on-screen Bulk 

Upload link labeled, “Upload completed Template #x”” to open the Bulk Upload box and 

select your file for uploading. Validate your data to ensure it is accurate. Your new data has 

been added to the system. 
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2) Expenditure Module

NOTE:

Recipients will utilize “ledger entries” to make any changes to the total amount of obligation 

or expenditures previously reported by creating new records for the current reporting period 

in either positive or negative amounts.

Step 1

Identify and Populate Record Identifiers: Identify which record(s) require editing. . 

Populate the identifier field (located in the respective .csv file) in the relevant and blank Bulk 

Upload Template for the records you want to edit. NOTE: For expenditures greater than 

$30,000, you must populate the Subaward ID# in the blank bulk file upload template. It is not 

required to populate the identifier for Expenditures less than $30,000 and payments to 

individuals. 

Step 21

Zero Out Expenditure Entries: Using a new blank template for the respective expenditure 

module, populate the total amount of obligation or expenditure by entering either positive or 

negative amounts.

Example: You initially reported expenditures of $100,000 but need to revise the amount to 

$50,000. You must first create a zero-expenditure balance prior to creating an updated 

expenditure of $50,000. Enter negative -$100,000 to bring the expenditure amount to zero.

Step 3

Bulk Upload Zero Expenditures: After completing the expenditure edits, save the template 

as a .CSV file and change the file name as needed. Click the Bulk Upload link to open the 

Bulk Upload box and select your file for uploading. Validate your data to ensure it is 

accurate. Upload the file. The new system expenditure amount for the respective record will 

be zero. 

Step 4

Create New Expenditure Record: The current record expenditure amount in the system 

should be zero. Using a new blank bulk file upload template, populate the .xlxs file with 

updated expenditure data. Using the previous example, you would enter $50,000 as the new 

expenditure. Upload the file using the process in Step 3. 

1 An alternative approach is to create 1 adjusting ledger entry in the expenditure template that results 

in the “net” expenditure value desired. For example, to adjust a previously reported expenditure for 

$1,000,000 down to $500,000 within a bulk upload template, you need to create a new, adjusting 

ledger style expenditure of “negative $500,000” to make the adjustment.
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Appendix A – Bulk File Upload Overview

a) Purpose

Appendix A provides an overview of the ERA bulk file upload process. There are seven (7)

unique bulk file upload templates listed below in the order in which they should be populated 

and submitted to the ERA Treasury portal. The data requirements for each template can be 

found in subsequent sections of this Appendix. A copy of each template can be downloaded 

directly from the Bulk Upload Templates and Instructions Tab on the ERA quarterly report. 

1. Template #1 – Subrecipient, Contractor, Beneficiary Profile Template (FileName: 

Template_1_Subrecipient_Contractor_Beneficiary_Profile_Template_3_31_2022.

xls)

2. Template #2 – Subaward, Contract, Direct Payment Record Template (FileName: 

Template_2_Subaward_Contract_Direct_Payment_Record_Template_3_31_202

2.xls)

3. Template #3 – Reporting Expenditures associated with all Subawards, Contracts 

and Direct Payments valued at $30,000 or more Template (FileName: 

Tplt_3_Rep_Exp_assc_w_all_Subaw_Contr_and_Dct_Pmts_val_30k_or_more_T

plt_3_31_22.xls) 

4. Template #4 – Reporting Expenditures associated with all Subawards, Contracts 

and Direct Payments valued at less than $30,000 Template (FileName: 

Tem4_Rep_Obl_and_Exp_assc_all_Suba_Contr_and_Dir_Pmts_val_less_30kTe

m_3_31_2022.xls)

5. Template #5 – Reporting Recipient Obligation and Expenditures to Individuals 

Template (FileName: 

Template_5_Rep_Recipient_Oblig_and_Expen_to_Individuals_Template_3_31_

2022)

6. Template #6 – Participant Demographics Template (FileName: 

Template_6_Participant_Demographics_Template_3_31_2022.xls)

7. Template #7 – Participant Household Payment Data File Template (FileName: 

Template_7_Participant_Household_Payment_Data_File_Template_3_31_2022.

xls)

b) Template Description

Each template contains information on how to build the upload file. Each Module in the web 

application provides a link to download the template. 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 and download/upload 

guidance

Row 4: Field IDs: Column identifiers

Row 5: Field Label: Brief description of each Field or Column

Row 6: Required or Optional: This field specifies if the field is optional or required. 

When the column is required, and a recipient does not provide the required data, the 

system will not accept any record or allow the file to be uploaded.
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Row 7: Field Help Text: Provides a description of the column. There are 2 types of 

fields, 1). An open value either text or numbers and 2). A predefined list of picklist

values: 

 Open Value: Any text or number. Text for State name or Last Name or a Number 

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

for Dates, each column that represents a date describes the accepted format. For 

any number field, do not add “,” to represent thousands or “$” to represent 

currency. Only add decimal “.” When needed.

 Picklist: A predefined list of values that is accepted by the system. When the 

column is a picklist, row 7 provides the list of options that the system accepts. 

Recipients should “copy and paste” the valid value for each record. If the recipient 

provides a value that is not in the predefined picklist, the system will not accept 

the file. Responses should not contain double quotes

Row 8: Data that Recipient submits. Row 8 is where recipients begin to insert specific 

data to submit. The system accepts 1 or many rows.

The following is special guidance for each row or set of rows:

Do not change the content of rows 1 to 7

Rows 4 to 7 provide metadata of each data element or column of the 

information that Recipients will provide.

Start adding your data in row 8 column B.

The following is an example of a template:

Figure 83 – Example Bulk Upload Template

Note: The ERA Programmatic Reporting Module has a small modification where recipients 

can add data from E9 to V25. 

c) Bulk Upload Template Download and Upload Steps

The Template download and upload process includes the following steps:

Download the template from the Bulk Upload Templates and Instructions tab.

Open the template in Microsoft Excel.
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Add your data starting with row 8, column B of the applicable template.

When you finish adding your data for row 8, repeat on additional rows as 

required.

Save the template as a .CSV file and change the name of the file if needed.

Click the Bulk Upload link to open the Bulk Upload box (see Figure 84).

Figure 84 – Bulk Upload Pop-Up Message

Attach your saved .CSV file by clicking on “Upload Files”, alternatively you can 

drag the file to the designated area.

A message will appear confirming that your file is uploaded (see Figure 85). 

Click “Done”.

Figure 85 – Upload Files Message

Your file will be listed at the bottom of the bulk upload window (see Figure 86).

Figure 86 – File added to Bulk Upload portal

Click “Validate” to have the system verify that your bulk upload does not have 

errors.
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If the system validation finds errors in your bulk upload, it will return the screen 

with the list of the errors (see Figure 87). From here, you can either update on 

the screen by manually typing in your corrections in the Value column, or you 

may restart the process with a corrected bulk upload file. In cases when it may 

be preferable to work from a master list of errors, click the Download – Export 

Errors link, highlighted in red box in Figure 87, to download a spreadsheet 

detailing all errors in the bulk upload file. Once your errors are corrected, click 

“update”. The system will once again check your upload for errors.

Figure 87 – Listing of Bulk Upload Errors

If the system validates that your bulk upload has no errors, it will return the 

same screen as Figure 86 with instead the option to “Create” (see Figure 88). 

Click the “Create” button.

Figure 88 – Bulk Upload Creation

Once created, your records will show at the bottom of the relevant screen.

d) Module-To-Module Bulk Upload File Creation Steps 

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

to ensure successful submission:
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Set up a Project Record within the system

Load the Subrecipient Profile within the Project Record

Load the Subaward Reporting next (file references Sub Recipient and Project

Record information) 

Load the three Expenditures files (files reference Sub Award and Project

Record information) 

Load the Demographic File

Load the Participant Household Payment Data File 

Note: All information submitted through the bulk upload process must 

be submitted as a CSV file. 

e) CSV Guidance

Refer to the following link for descriptions of the CSV format.

https://en.wikipedia.org/wiki/Comma-separated_values

f) Specific CSV characteristics

• The date format is MM/DD/YYYY. Example:

a. 06/22/2021

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

• Currency values should not contain a “$” sign. The file will be rejected if a “$” is 

included in the data entry. 

• All data for each template should be entered as text. Prior to entering your data, 

please following the below steps: 

Step 1: Select all cells within the template. The Select All button sits at the upper left 

of all worksheets, at the origin of row and column labels. 

Figure 89 – Select All Button

Step 2: Click the drop-down arrow next to the Format command on the Home tab.

Select Format Cells. 
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Step 3: Click the Number tab. Select Text as the Category. 

Step 4: Click OK. 

g) Upload Template Description

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

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

• Defined term: Column Short description

• Definition: Column long description or definition

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

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

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

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

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

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

Date and Picklist. 

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

column. 

h) Subrecipients, Contractors, and Beneficiaries Profile Template

This module provides and documents information about each Subrecipient, Contractor and 

Beneficiary (other than beneficiaries who are individual tenants or individual/small 

business landlords) to which the ERA Recipient has obligated $30,000 or more in ERA 

funding under the subject ERA Project. The Subrecipients, Contractors a Beneficiaries

module allows users to enter data manually or leverage the bulk file upload capability. For 

a definition of “Subaward” in the context of ERA reporting, please see the Addendum to 

ERA Reporting Guidance – Clarifications and Guidance for Financial Reporting on 

Recipient and Subrecipient Activities.

CSV Format details

The templates provide all information required to create the upload files. The following table 

highlights the data elements required for the Subrecipients, Contractors, and Beneficiaries

profile.

Table 1 – Required Data Elements for the Subrecipients, Contractors, and Beneficiaries Profile

Defined Term Definition Required List Values Data Type Max 

Length

Subrecipient UEI The 

Subrecipient, 

Contractor, or 

Beneficiary

Unique Entity 

Identifier (UEI) 

from their 

SAM.gov profile. 

NOTE: One of 

the following 

identification 

Required n/a Alpha-numeric 12
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Defined Term Definition Required List Values Data Type Max 

Length

numbers must be 

provided:

-UEI, or

-TIN

Subrecipient TIN The 

Subrecipient, 

Contractor, or 

Beneficiary

Internal Revenue 

Service (IRS) 

Taxpayer 

Identification 

Number

NOTE: One of 

the following 

identification 

numbers must be 

provided:

-UEI, or

-TIN

Required n/a Numeric 9

Recipient Profile 

ID

[DO NOT 

ENTER FOR 

NEW ENTRIES] 

This is a 

Treasury Portal 

auto-generated 

unique ID only 

for use when 

updating existing 

subrecipients via 

bulk upload 

functionality.

The IDs can be 

found in the “My 

Subrecipients” 

table, and the 

“Download as 

CSV” feature.

Optional n/a Numeric 10

Subrecipient 

Type

A collection of 

indicators of 

different types of 

Subrecipients, 

Contractors, or 

Beneficiaries

types that 

receive ERA 

funds.

Required |- State

|- County

Government

|- City or 

Township 

Government

|- Regional 

Organization

|- Nonprofit with 

Sec 501(C)(3) 

IRS status (Other 

than an 

institution of 

Higher 

Education)

|- Nonprofit 

without Sec 

501(C)(3) IRS 

status (Other 

than an 

institution of 

Higher 

Education)

|- Individual

|- For-Profit 

Organization 

Picklist (see 

permissible 

values in 

previous column)

82
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Defined Term Definition Required List Values Data Type Max 

Length

(Other than a 

Small Business)

|- Small Business

|- Other

Subrecipient

Name

The name of the 

Subrecipient, 

Contractor, or 

Beneficiary.

Required n/a String 80

POC Email 

Address

The email 

address of the 

primary point-ofcontact for the 

Subrecipient

Contractor, or 

Beneficiary.

Required n/a String 40

Address Line 1 First line of the 

Subrecipient, 

Contractor, or 

Beneficiary

address.

Required n/a String 255

Address Line 2 Second line of 

the Subrecipient, 

Contractor, or 

Beneficiary

address.

Optional n/a String 255

Address Line 3 Third line of the 

Subrecipient, 

Contractor, or 

Beneficiary

address.

Optional n/a String 255

City Name Name of the city 

in which the 

Subrecipient, 

Contractor, or 

Beneficiary is 

located.

Required n/a String 100

State Code United States 

Postal Service 

(USPS) two-letter 

abbreviation for 

the state or 

territory in which 

the Subrecipient, 

Contractor, or 

Beneficiary is 

located. 

Required (AL, AK, AS, AZ, 

AR, CA, CO, CT, 

DE, DC, FM, FL, 

GA, GU, HI, ID, 

IL, IN, IA, KS, 

KY, LA, ME, MH, 

MD, MA, MI, MN, 

MS, MO, MT, 

NE, NV, NH, NJ, 

NM, NY, NC, ND, 

MP, OH, OK, 

OR, PW, PA, PR, 

RI, SC, SD, TN, 

TX, UT, VT, VI, 

VA, WA, WV, WI, 

WY)

String 2

Zip5 United States 

ZIP code (five 

digits) associated 

with the 

Subrecipient's, 

Contractor’s, or 

Beneficiaries

address.

Required n/a Numeric 5

Zip4 United States 

ZIP code + 4 

(four digits) 

associated with 

Optional n/a Numeric 4
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Defined Term Definition Required List Values Data Type Max 

Length

the 

Subrecipient's, 

Contractor's, or 

Beneficiaries

address. 

Format XXXX, 4 

numeric 

characters.

Subrecipient

SAM.gov 

Registration

Confirmation that 

the Subrecipient 

or Contractor is 

registered in 

SAM.gov.

Must select Yes 

or No. 

.

Optional

Select N/A if you 

are reporting for 

a beneficiary.

Yes/No Picklist (see 

permissible 

values in 

previous column)

n/a

In its preceding 

fiscal year, did 

recipient receive 

80% or more of 

its annual gross 

revenue from 

federal funds?

Confirmation that 

the proportion of 

the 

Subrecipient's or 

Contractor's

federal fundingto-total annual 

gross revenue for 

the preceding 

fiscal year is at 

least 80%

Optional

Leave blank if 

not applicable.

Yes/No Picklist (see 

permissible 

values in 

previous column)

n/a

In the preceding 

fiscal year, did 

recipient receive 

$25 million or 

more of its 

annual gross 

revenue from 

federal funds?

Confirmation that 

the 

Subrecipient's or 

Contractor's total 

annual gross 

revenue from 

federal funding 

across all 

programs for the 

preceding fiscal 

year is greater 

than $25 million.

Optional

Leave blank if 

not applicable.

Yes/No Picklist (see 

permissible 

values in 

previous column)

n/a

Is the "total 

compensation" 

for the 

organization's 

five highest paid 

officers publicly 

listed or 

otherwise listed 

in SAM.gov?

Confirmation that 

qualifying 

Subrecipient's or 

Contractor's

publicly identify 

their top five 

highest 

compensated 

executives or 

have it listed in 

their SAM.gov 

profile, if No 

please provide 

names and 

compensation for 

top 5 executives.

Optional

Leave blank if 

not applicable.

Yes/No Picklist (see 

permissible 

values in 

previous column)

n/a

Executive Name 

(1)

The legal name 

belonging to one 

of the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor

Optional 

Leave blank if 

not applicable.

n/a String 100

Total 

Compensation 

(1)

The Total 

Compensation, 

as defined in 2 

CFR part 

170.330, earned 

by the five 

Optional 

Leave blank if 

not applicable.

n/a Numeric 12,2
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Defined Term Definition Required List Values Data Type Max 

Length

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Executive Name 

(2)

The legal name 

belonging to one 

of the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Optional

Leave blank if 

not applicable.

n/a String 100

Total 

Compensation 

(2)

The Total 

Compensation, 

as defined in 2 

CFR part 

170.330, earned 

by the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Optional 

Leave blank if 

not applicable. 

n/a Numeric 12,2

Executive Name 

(3)

The legal name 

belonging to one 

of the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Optional

Leave blank if 

not applicable.

n/a String 100

Total 

Compensation 

(3)

The Total 

Compensation, 

as defined in 2 

CFR part 

170.330, earned 

by the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Optional

Leave blank if 

not applicable.

n/a Numeric 12,2

Executive Name 

(4)

The legal name 

belonging to one 

of the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Leave blank if 

not applicable.

n/a String 100

Total 

Compensation 

(4)

The Total 

Compensation, 

as defined in 2 

CFR part 

170.330, earned 

by the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Optional 

Leave blank if 

not applicable.

n/a Numeric 12,2
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Defined Term Definition Required List Values Data Type Max 

Length

Executive Name 

(5)

The legal name 

belonging to one 

of the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Optional 

Leave blank if 

not applicable.

n/a String 100

Total 

Compensation 

(5)

The Total 

Compensation, 

as defined in 2 

CFR part 

170.330, earned 

by the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Optional 

Leave blank if 

not applicable.

n/a Numeric 12,2

Description for 

Edit

Brief description 

of all changes to 

this subaward 

record. When 

providing the 

description, 

please document 

the field name 

and 

corresponding 

change(s).

This field is 

required if any 

subaward field 

was 

changed/edited. 

This field is not 

required if the 

subaward record 

did not incur 

changes/edits. 

Optional n/a String 750

i) Subawards, Contracts, and Direct Payments Template

This module provides general information for each Subaward, Contract and Direct Payment

of federal funding provided under this program. The module includes detailed information on 

the amount, date, period and place of performance, and a brief description of the Subaward, 

Contract, or Direct Payment and its underlying eligible use. In addition, associate the 

Subaward with the relevant Project /FAIN and Subrecipient. 

CSV Format details

The templates provide all information required to create the upload files. The following table 

highlights the data elements required for the Subawards, Contracts, and Direct Payments

reporting.

Table 2 – Required Data Elements for Subawards, Contracts and Direct Payments Reporting
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Defined Term Definition Required List Values Data Type Max 

Length

Subrecipient UEI The Subrecipient's or Contractor's 

Unique Entity Identifier (UEI) from 

their SAM.gov profile. 

NOTE: One of the following 

identification numbers must be 

provided:

-UEI, or

-TIN

Required n/a Alpha-numeric 12

Subrecipient TIN The Subrecipient, Contractor, or 

Beneficiary Internal Revenue 

Service (IRS) Taxpayer 

Identification Number

NOTE: One of the following 

identification numbers must be 

provided:

-UEI, or

-TIN

Required n/a Numeric 9

Recipient Project 

Id

The Project Identification Number 

associated with the subaward, 

contract, or direct payment. 

Required n/a Numeric 20

Subrecipient 

Name

The name of the Subrecipient, 

Contractor, or Beneficiary 

assigned to the subaward, 

contract, or direct payment. 

NOTE: The name must match the 

name provided in the Subrecipient 

bulk upload file or the name 

entered in the system.

NOTE: The name must match the 

information provided either via 

bulk upload file or manually 

entered in the system under the 

Subrecipients, Contractors, and 

Beneficiaries.

Required n/a String 120

Subaward No. Recipient's internal account 

number for the grant, contract, 

transfer, or direct payment. This 

can be the account number, or 

any other unique identifying 

number assigned by the Recipient 

to the award. This number is 

strictly for the Recipient's 

recordkeeping.

Required n/a String 20
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Defined Term Definition Required List Values Data Type Max 

Length

Subaward Type The type of Subaward.

NOTE: The ERA portal includes 

additional picklist values for this 

field. Please disregard those 

additional values and use the 

award types provided above.

Required - Contract: 

Purchase Order

- Contract: 

Delivery Order

- Contract: 

Blanket 

Purchase 

Agreement

- Contract: 

Definitive 

Contract- Direct 

Payment

- Subaward

Picklist (see 

permissible 

values in 

previous 

column)

30

Subaward

Amount 

(Obligation)

Total amount of ERA funds 

obligated by the Recipient to a 

Subrecipient under a given 

Subaward. 

Required n/a Numeric 12,2

Subaward Date The date the Recipient obligated 

funds to a Subrecipient. 

Required n/a Date 8

Period of 

Performance 

Start

The date on which efforts begin or 

the Subaward is otherwise 

effective.

Required n/a Date 8

Period of 

Performance End

The date on which all effort is 

completed or the Subaward is 

otherwise ended.

Required n/a Date 8

Place of 

Performance 

Address 1

First line of the address where the 

predominant performance of the 

Subaward will be accomplished.

Required n/a String 120

Place of 

Performance 

Address 2

Second line of the address where 

the predominant performance of 

the Subaward will be 

accomplished.

Optional n/a String 120

Place of 

Performance 

Address 3

Third line of the address where 

the predominant performance of 

the Subaward will be 

accomplished.

Optional n/a String 120
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Defined Term Definition Required List Values Data Type Max 

Length

Place of 

Performance City

The name of the city where the 

predominant performance of the 

Subaward will be accomplished.

Required n/a String 40

Place of 

Performance 

State Code

United States Postal Service 

(USPS) two-letter abbreviation for 

the state or territory indicating 

where the predominant 

performance of the Subaward will 

be accomplished. 

Required (AL, AK, AS, 

AZ, AR, CA, 

CO, CT, DE, 

DC, FM, FL, 

GA, GU, HI, ID, 

IL, IN, IA, KS, 

KY, LA, ME, 

MH, MD, MA, 

MI, MN, MS, 

MO, MT, NE, 

NV, NH, NJ, 

NM, NY, NC, 

ND, MP, OH, 

OK, OR, PW, 

PA, PR, RI, SC, 

SD, TN, TX, 

UT, VT, VI, VA, 

WA, WV, WI, 

WY)

String 2

Place of 

Performance Zip

United States ZIP code (five 

digits) identifying where the 

predominant performance of the 

subaward will be accomplished.

Required n/a Numeric 4

Place of 

Performance 

Zip4

United States ZIP code (five 

digits) appended to the ZIP code 

+4 (four digits) identifying where 

the predominant performance of 

the Subaward will be 

accomplished.

Optional n/a Numeric 5

Place of 

Performance 

Country

Name of the country where the 

predominant performance of the 

Subaward will be accomplished.

Required n/a String 100

Subaward

Description

A description of the overall 

purpose and expected outputs 

and outcomes or results of the 

funded subaward, including 

significant deliverables and, if 

appropriate, associated units of 

measure. The purpose and 

outcomes or results should be 

stated in terms that allow an 

understanding that the subaward 

constitutes an eligible use of 

funds.

Required n/a String 750
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Defined Term Definition Required List Values Data Type Max 

Length

Description for 

Edit

Brief description of all changes to 

this subaward record. When 

providing the description, please 

document the field name and 

corresponding change(s).

This field is required if any 

subaward field was 

changed/edited. 

This field is not required if the 

subaward record did not incur 

changes/edits. 

Optional n/a String 750

j) Expenditures associated with the ERA Recipient’s Subawards, Contracts, and 

Direct Payments valued at $30,000 or more template

This module associates expenditures associated with the ERA Recipient’s Subawards, 

Contracts, and Direct Payments valued at $30,000 or more. Recipients are required to provide 

the relevant Expenditure Category, the amount of the expenditure(s) and relevant dates. In 

addition, recipients receiving ERA award funds are required to answer additional Subaward, 

Contract, and Direct Payment questions. 

CSV Format Details

The templates provide all information required to create the upload files. The following table 

highlights the data elements required for all Expenditures associated with the ERA Recipient’s 

Subawards, Contracts and Direct Payments valued at $30,000 or more. 

Table 3 – Required Data Elements for Expenditures associated with the ERA Recipient’s Subawards, Contracts 

and Direct Payments valued at $30,000

Defined Term Definition Required List Values Data Type Max 

Length

Recipient 

Project Id

Recipient Project ID that 

allows the Recipient to 

associate Expenditure 

records to Project 

records.

Required n/a Numeric 20

Subaward 

Number

Subaward, Contract, or 

Direct Payment number

that allows the 

Recipient to associate 

Expenditure records to 

Subaward records. The 

Subaward or Contract 

Number is not required 

if Expenditure Category 

is "Administrative Cost".

Required n/a Numeric 20

Expenditure 

Start Date

Start date for the range 

of time when the 

expenditure(s) 

occurred.

Required n/a Date 8
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Defined Term Definition Required List Values Data Type Max 

Length

Expenditure 

End Date

End date for the range 

of time when the 

expenditure(s) occurred

Required n/a Date 8

Expenditure 

Amount

Total amount of 

Emergency Rental 

Assistance dollars for

the Subaward, Contract, 

or Direct Payment.

Required n/a Numeric 12,2

Expenditure 

Category

The category to which 

the purpose of the 

expenditure most 

closely relates to when 

created.

Required - Financial Assistance: 

Rent;

- Financial Assistance: 

Rental Arrears;

- Financial Assistance: 

Utility/Home Energy Costs;

- Financial Assistance: 

Utility/Home Energy Costs 

Arrears;

- Financial Assistance: 

Other Housing Costs;

- Housing Stability Services 

(Including Eviction 

Prevention/Diversion);

- Administrative Costs

Picklist (see 

permissible 

values in 

previous 

column)

100

Administrative 

Expense 

Explanation

If Expenditure Category 

= Administrative Costs. 

An explanation up to 

10,000 characters is 

required.

Optional n/a String 10000

Description for 

Edit

Brief description of 

expenditure changes to 

this record. When 

providing the 

description, please 

document the field 

name and 

corresponding 

change(s).

This field is required if 

expenditures/obligations 

were changed/edited. 

This field is not required 

if the record did not 

incur changes/edits. 

Optional n/a String 750

k) Total of all obligations and total of all expenditures associated with the ERA 

Recipient’s Subawards, Contracts and Direct Payments valued at less than 

$30,000 Template

This module is for reporting obligations and expenditures associated with the ERA Recipient’s 

Subawards, Contracts and Direct Payments valued at less than $30,000. Recipients are 

required to provide total quarterly obligation and total quarterly expenditure amounts. Ensure 

you accurately select Subaward, Contract, or Direct Payment for respective obligations and 

expenditures. 

CSV Format Details

The templates provide all information required to create the upload files. The following table 

highlights the data elements required for Total of all obligations and total of all expenditures 

associated with the ERA Recipient’s Subawards, Contracts and Direct Payments valued at 

less than $30,000 Template
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Table 4 – Required Data Elements for Total of all obligations and total of all expenditures associated with the 

ERA Recipient’s Subawards, Contracts and Direct Payments valued at less than $30,000 

Defined 

Term

Definition Required List Values Data Type Max 

Length

Recipient 

Project Id

Recipient Project ID that 

allows the Recipient to 

associate Expenditure 

records to Project 

records.

Required n/a Numeric 20

Expenditure 

Category

The category to which 

the purpose of the 

expenditure most 

closely relates to when 

created.

Required "Financial Assistance: Rent"

"Financial Assistance: Rental 

Arrears"

"Financial Assistance: Utility/Home 

Energy Costs"

"Financial Assistance: Utility/Home 

Energy Costs Arrears"

"Financial Assistance: Other Housing 

Costs "

"Housing Stability Services (Including 

Eviction Prevention/Diversion)"

"Administrative Costs"

Picklist 

(see 

permissible 

values in 

previous 

column)

100

Subaward

Type 

(Aggregates)

The Subaward, 

Contract, or Direct 

Payment Type that had 

obligation or 

expenditure/payment 

activity during the 

reporting period.

Required "Aggregate of Contracts less than 

$30000"; 

"Aggregate of Subawards less than 

$30000"

"Aggregate of Direct Payments less 

than $30000"

Picklist 

(see 

permissible 

values in 

previous 

column)

100

Total 

Quarterly 

Obligation 

Amount 

(Aggregates)

Sum of 

amounts/obligations 

during the most recent 

quarter for this 

Expenditure Category 

(Aggregates).

Required n/a Numeric 12,2

Total 

Quarterly 

Expenditure 

Amount 

(Aggregates)

Sum of Expenditures or 

Payments during the 

most recent quarter for 

this Expenditure 

Category (Aggregates).

Required n/a Numeric 12,2

Administrative 

Expense 

Explanation

If Administrative Costs 

is selected as the 

expenditure category, 

an explanation of the 

expenses must be 

provided. 

Optional n/a String 10000

Description 

for Edit

Brief description of 

expenditure changes to 

this record. When 

providing the 

description, please 

document the field 

name and 

corresponding 

change(s).

This field is required if 

expenditures/obligations 

were changed/edited. 

This field is not required 

if the record did not 

Optional n/a String 750
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incur changes/edits. did 

not incur changes/edits. 

l) Recipient Obligations and Expenditures (Payments) to Individuals 

(Beneficiaries) Template

This module associates obligations and expenditures (Payments) to individuals, including 

small, unincorporated landlords (Beneficiaries). Recipients are required to provide total 

quarterly obligation and total quarterly expenditure amounts.CSV Format Details

The templates provide all information required to create the upload files. The following table 

highlights the data elements required for Recipient Obligations and Expenditures (Payments)

to Individuals (Beneficiaries) Template. 

. 

Table 5 – Required Data Elements for Recipient Obligations and Expenditures (Payments) to Individuals 

(Beneficiaries) 

Defined Term Definition Required List Values Data Type Max 

Length

Recipient 

Project Id

Recipient 

Project ID that 

allows the 

Recipient to 

associate 

Expenditure 

records to 

Project 

records.

Required n/a Numeric 20

Expenditure 

Category

The category 

to which the 

purpose of the 

expenditure 

most closely 

relates to 

when created. 

Required "Financial Assistance: Rent"

"Financial Assistance: Rental Arrears"

"Financial Assistance: Utility/Home 

Energy Costs"

"Financial Assistance: Utility/Home 

Energy Costs Arrears"

"Financial Assistance: Other Housing 

Costs ""Housing Stability Services 

(Including Eviction Prevention/Diversion)"

"Administrative Costs"

Picklist (see 

permissible 

values in 

previous 

column)

100

Total 

Quarterly 

Obligation 

Amount 

(Aggregates)

Sum of 

amounts/oblig

ations during 

the most 

recent quarter 

for this 

Expenditure 

Category 

(Aggregates).

Required n/a Numeric 12,2

Total 

Quarterly 

Expenditure 

Amount 

(Aggregates) 

Sum of 

Expenditures 

or Payments 

during the 

most recent 

quarter for this 

Expenditure 

Category 

(Aggregates).

Required n/a Numeric 12,2
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Administrative 

Expense 

Explanation

If 

Administrative 

Costs is 

selected as 

the 

expenditure 

category, an 

explanation of 

the expense 

must be 

provided

Optional n/a String 10,000

Description for 

Edit

Brief 

description of 

expenditure 

changes to 

this record. 

When 

providing the 

description, 

please 

document the 

field name and 

corresponding 

change(s).

This field is 

required if 

expenditures/o

bligations 

were

changed/edite

d. 

This field is 

not required if 

the record did 

not incur 

changes/edits. 

Optional n/a String 750

m) Project Data and Participant Demographics Template

In this module, provide Treasury with the ERA Project data. If your organization does not utilize 

the bulk upload feature for reporting project data, you will need to manually enter all required 

data elements including the demographic data points.

Important: Collection of Demographic Data

All Questions require an aggregate/total numeric value reported on line 9 of the template. You 

are then required to report/break down the information by the following demographic types: 

Race (8 options), Ethnicity (4 options) and Gender (5 options) in Column B. Therefore, all 

questions will have 18 responses. If your organization does not have the applicable 

demographic data for a specific question, please enter "0" as your response. Do not leave the 

field blank. 

Below is an example of how to report demographic data:

Defined Term: Number of unique households that completed and submitted an application for 

ERA assistance – Current Period

Row 9 Total 66

Race American Indian or Alaska Native 4

Race Asian 6

Race Black or African American 3

Race Mixed Race 0

Race Native Hawaiian or Other Pacific Islander 0

Race White 10
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Race Declined to Answer 7

Race Data Not Collected 0

Ethnicity Hispanic or Latino 4

Ethnicity Not Hispanic or Latino 6

Ethnicity Declined to Answer 8

Ethnicity Data Not Collected 4

Gender Male 0

Gender Female 8

Gender Non-Binary 6

Gender Declined to Answer 0

Gender Data Not Collected 0

NOTE: Row 9 of the Demographics Template (Total of the disaggregated categories) must be 

manually entered into the portal. 

CSV Format Details

The templates provide all information required to create the upload files. The following table 

highlights the data elements required for Project Data and Participant Demographics 

Template. 

Table 6 – Required Data Elements for Project Data and Participant Demographics

Defined 

Term

Definition Required List 

Values

Data Type Max 

Length

Number of 

unique 

households 

that 

completed 

and 

submitted an 

application for 

ERA 

assistance - 

Current 

Period

The number of unique households that submitted a complete 

application, as reasonably determined by the Recipient, for 

ERA assistance in the reporting period.

Note: the phrase “unique households” means that a 

household that received or applied for assistance more than 

once since the Recipient received the ERA award should 

only be counted one time for reporting purposes.

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes.

Required n/a Numeric 9

Number of 

unique 

households 

that received 

ERA 

assistance of 

any kind - 

Current 

Period

The number of unique households whose rent and/or 

utility/home energy payments were fully or partially paid by 

the ERA Recipient under the federal ERA program plus the 

number of households that received housing stability 

services administered by the ERA Recipient in the reporting 

period. 

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes.

Required n/a Numeric 9
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Defined 

Term

Definition Required List 

Values

Data Type Max 

Length

Number of 

unique 

submitted 

applications 

accepted 

over the 

award period 

of 

performance.

The number of unique participant households whose 

applications were accepted for rent, rental arrears, 

utility/home energy payments, utility/home energy arrears, or 

other expenses related to housing.

The Recipient must report the number of unique households 

that received ERA assistance of any type and of any dollar 

amount under the subject ERA Project in the reporting 

period.

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Acceptance 

rate of all 

applications 

submitted 

over the 

award period 

of 

performance. 

Provide 

Cumulative 

Demographic 

Information

The acceptance rate of all applications submitted over the 

award period of performance for ERA assistance of any kind 

to include rent, rental arrears, utility/home energy payments, 

utility/home energy arrears, or other expenses related to 

housing.

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Total Number 

of unique 

participant 

households 

that received 

ERA1 

assistance 

over the 

award period 

of 

performance 

for each type 

of assistance. 

Provide 

Cumulative 

Demographic 

Information 

for each type 

of assistance.

The total number of unique participant households that 

received ERA1 assistance over the award period of 

performance for rent, rental arrears, utility/home energy 

payments, utility/home energy arrears, or other expenses 

related to housing.

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Number of 

unique 

households 

that received 

their initial 

ERA 

assistance in 

the current 

reporting 

period 

The sum of the number of unique participant households 

whose rent and/or utility/ home energy payments were fully 

or partially paid for the first time under the subject ERA 

award during the reporting period plus the number that only 

received housing stability services for the first time during the 

current reporting period. 

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes.

Required n/a Numeric 9
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Defined 

Term

Definition Required List 

Values

Data Type Max 

Length

Number of 

unique 

households 

that received 

ERA 

assistance by 

type - Current 

Period

Assistance 

Type: Rent

The non-mutually exclusive number of unique households 

that received each type of assistance under the ERA 

program.

i. Rent: The number of unique participant 

households that were paid (or whose landlord was paid) at 

least one rent payment of any dollar amount under the 

subject ERA award in the reporting period. 

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Number of 

unique 

households 

that received 

ERA 

assistance by 

type - Current 

Period

Assistance 

Type: Rental 

Arrears

The non-mutually exclusive number of unique households 

that received each type of assistance under the ERA 

program.

ii. Rental Arrears (#): The number of unique 

participant households that were paid (or whose landlords 

were paid) a payment of any dollar amount for rental arrears 

under the subject ERA award in the reporting period. 

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Number of 

unique 

households 

that received 

ERA 

assistance by 

type - Current 

Period

Assistance 

Type: 

Utilities/Home 

Energy Bills

The non-mutually exclusive number of unique households 

that received each type of assistance under the ERA 

program.

iii. Utilities/Home Energy Bills (#): The number of 

unique participant households that were paid (or whose 

utility or home energy provider was paid) a payment of any 

dollar amount for any portion of at least one utility or home 

energy bill under the subject ERA award in the reporting 

period. 

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9
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Defined 

Term

Definition Required List 

Values

Data Type Max 

Length

Number of 

unique 

households 

that received 

ERA 

assistance by 

type - Current 

Period

Assistance 

Type: 

Utilities/Home 

Energy Cost 

Arrears

The non-mutually exclusive number of unique households 

that received each type of assistance under the ERA 

program.

iv. Utilities/Home Energy Costs Arrears (#): The 

number of unique participant households that were paid (or 

whose utility/energy provider was paid) a payment of any 

dollar amount for utility/home energy bill arrears under the 

subject ERA award in the reporting period. 

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Number of 

unique 

households 

that received 

ERA 

assistance by 

type - Current 

Period

Assistance 

Type: Other 

Expenses 

Related to 

Housing

The non-mutually exclusive number of unique households 

that received each type of assistance under the ERA 

program.

v. Other Expenses Related to Housing (#): The 

number of unique participant households that were paid any 

dollar amount for other approved housing expenses 

(including eviction prevention/diversion) under the ERA 

award during the reporting period as identified in Treasury’s 

FAQ No. 7 at 

https://home.treasury.gov/system/files/136/ERA2FAQs%205-

6-21.pdf. 

Other housing expenses incurred due to Covid-19 does not 

include rent, rent arrears, utility or home energy costs and 

home energy costs arrears.

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Number of 

unique 

households 

that received 

ERA 

assistance by 

type - Current 

Period

Assistance 

Type: 

Housing 

Stability 

Services

The non-mutually exclusive number of unique households 

that received each type of assistance under the ERA 

program.

vi. Housing Stability Services (#): The number of 

unique participant households that received any housing 

stability services provided under the ERA award during the 

reporting period; This includes housing stability services 

provided directly by the Recipient or by any Subrecipients or 

Contractors.

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9
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Defined 

Term

Definition Required List 

Values

Data Type Max 

Length

Number of 

unique 

households 

that received 

any ERA 

assistance 

and has a 

household 

income level 

that is less 

than 30% AMI 

- Current 

Period

The number of households with incomes was less than 30% 

of the area median income as defined by the US Department 

of Housing and Urban Development that received ERA 

program assistance in the reporting period.

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes.

Required n/a Numeric 9

Number of 

unique 

households 

that received 

any ERA 

assistance 

and has a 

household 

income level 

that is 

between 30 – 

50% AMI - 

Current 

Period

The number of households with incomes of at least 30% but 

not greater than 50% of the area median income as defined 

by the US Department of Housing and Urban Development 

that received ERA program assistance in the reporting period 

and whose

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes.

Required n/a Numeric 9

Number of 

unique 

households 

that received 

any ERA 

assistance 

and has a 

household 

income level 

that is 

between 50 – 

80% AMI - 

Current 

Period

The number of households that received ERA program

assistance in the reporting period and whose income was 

more than 50% but less than 80% of the area median income 

as defined by the US Department of Housing and Urban 

Development. 

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes.

Required n/a Numeric 9

Total number 

of recipient 

households 

whose 

income 

eligibility was 

determined 

based on 

their eligibility 

for other 

federal 

benefit 

programs - 

Current 

Period

Total number of households that were deemed categorically 

eligible to receive ERA assistance based on prior enrollment 

in other income-based federal benefit programs during the 

reporting period.

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes.

Required n/a Numeric 9
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Defined 

Term

Definition Required List 

Values

Data Type Max 

Length

Total number 

of recipient 

households 

whose 

income 

eligibility was 

determined 

with a factbased proxy - 

Current 

Quarter

Total number of recipient households whose income 

eligibility was determined with one of the fact-based proxies 

described in the Program Overview during the reporting 

period.

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes. 

Required n/a Numeric 9

Average 

number of 

months of 

prospective 

rent covered 

for each 

participant 

household. 

Provide 

cumulative 

demographic 

information.

The total number of rent payments paid by the ERA 

Recipient to or for participating households during the 

reporting period. Count each month’s payment to the same 

household individually. Do not count payments for rent

arrears.

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Average 

number of 

months of 

rent arrears 

covered for 

each 

participant 

household. 

Provide 

cumulative 

demographic 

information.

The total number of rent arrears paid by the ERA Recipient 

to or for participating households during the reporting period. 

Count each month’s payment to the same household 

individually. 

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Average 

number of 

months of 

prospective 

utility/home 

energy costs 

covered for 

each 

participant 

household. 

Provide 

cumulative 

demographic 

information.

The total number of utility/ home energy bill payments paid 

by the ERA Recipient to or for participating households 

during the reporting period. Count each month’s payment to 

the same household individually. Do not count payments for 

utility or home energy bill arrears.

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9

Average 

number of 

months of 

prospective 

utility/home 

energy cost 

arrears 

covered for 

each 

participant 

household. 

Provide 

cumulative 

demographic 

information.

The total number of utility/ home energy bill arrears 

payments paid by the ERA Recipient to or for participating 

households during the reporting period. Count each month’s 

payment to the same household individually. 

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 9
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Defined 

Term

Definition Required List 

Values

Data Type Max 

Length

Total amount 

of ERA award 

paid to or for 

participating 

households - 

Current 

Quarter

The total dollar amount of ERA award funds paid under the 

ERA award to or for participating households during the 

reporting period including payments for Financial Assistance, 

such as rent, rental arrears, utility and home energy costs, 

utility and home energy cost arrears, other housing services 

and eligible expenses, and Housing Stability Services 

(including eviction prevention services). 

This data element must be reported as both aggregated and 

disaggregated format for race, gender, and ethnicity as 

required under the ERA1 and ERA2 statutes.

Required n/a Numeric 12,2

Average 

amount of 

ERA1 funds 

expended to 

or for 

participant 

households 

over the 

award period 

of 

performance.

The average amount of ERA1 funds expended to or for 

participant households over the award period of 

performance.

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 12,2

Total amount 

of ERA1 

funds 

expended for 

administrative 

expenses 

over the 

award period 

of 

performance.

The total dollar amount of administrative funds expended 

during the award period. Administrative expenses exclude 

payments for Financial Assistance, such as rent, rental 

arrears, utility and home energy costs, utility and home 

energy cost arrears, other housing services and eligible 

expenses, and Housing Stability Services (including eviction 

prevention services)

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 12,2

Total amount 

of ERA1 

funds 

expended for 

housing 

stability 

services over 

the award 

period of 

performance.

The total dollar amount of Housing stability services 

(including eviction prevention services) expended during the 

award period of performance. Housing stability services 

expenses exclude payments for Financial Assistance, such 

as rent, rental arrears, utility and home energy costs, utility 

and home energy cost arrears, 

NOTE: A numeric value is required for each disaggregated 

category in Column B. Enter the numeric value in the below 

cells which correspond to each category. For any categories 

that do not apply please enter a value of 0.

Required n/a Numeric 12,2

n) Participant Household Payment Data File Template

Each State, Local and Territorial Recipient must submit a Participant Household Payment 

Data File (PHPDF) containing required information about each ERA Financial Assistance 

payment made to or on behalf of each participant household during the reporting period. See 

the chart below for details on the required information. 

Users must use the Treasury-provided template for the PHPDF and submit the file using the 

bulk upload process. There is not an option to provide the information manually; all State, 
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Local and Territorial Recipients must provide the Participant Household Payment Data file via 

bulk upload.

CSV Format Details

The templates provide all information required to create the upload files. The following table 

highlights the data elements required for Participant Household Payment Data. The 

“Participant Household” address fields should include the physical address for each Project 

Participant Household (i.e., tenant) that received ERA Financial Assistance either directly or 

through a payment made to their landlord, utility/home energy provider, or other service 

provider. The address should be for the ultimate beneficiary of the services. 

Table 7 – Required Data Elements for Participant Household Payment Data File

Defined 

Term

Definition Required List Values Data Type Max 

Length

Address

Line 1 

First line of the Participant Household’s physical 

address (not a P.O. Box)

Required n/a String 120

Address

Line 2 

Second line of the Participant Household’s physical 

address (Not a P.O. Box) 

Optional n/a String 120

Address

Line 3 

Third line of the Participant Household’s physical 

address (Not a P.O. Box) 

Optional n/a String 120

City Name The name of the city where the Participant 

Household’s physical address is located

Required n/a String 40

State 

Code

United States Postal Service (USPS) two-letter 

abbreviation for the state or territory indicating the 

Participant Household’s state 

Required n/a String 2

Zip5 United States ZIP code (five digits) appended to 

the ZIP code +4 (four digits) identifying the 

Participant Household’s address.

Required n/a String 5

Zip4 Zip Plus4 (four digits) identifying the physical 

address of the Participant Household. 

Optional n/a String 4
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Defined 

Term

Definition Required List Values Data Type Max 

Length

Payee 

Type

A collection of indicators of different types of 

payees

Required Tenant;

Landlord or 

Owner;

Utility/Home 

Energy 

Service 

Provider; 

Other 

Housing 

Services and 

Eligible 

Expenses 

Provider

Picklist (see 

permissible 

values in 

previous 

column)

120

Amount of 

Payment

Total amount of ERA funds disbursed to the payee Required n/a Dollar 

Numeric

12,2

Date of 

Payment

The date the payment was disbursed to the payee Required n/a Date 

Numeric

8

Type of 

Assistance 

Covered 

by the 

Payment

A collection of indicators of different types of

assistance

Required - Financial 

Assistance: 

Rent;

- Financial 

Assistance: 

Rental 

Arrears;

- Financial 

Assistance: 

Utility/Home 

Energy 

Costs;

- Financial 

Assistance: 

Utility/Home 

Energy Costs 

Arrears;

- Financial 

Assistance: 

Other 

Housing 

Costs 

Picklist (see 

permissible 

values in 

previous 

column)

120

Start Date 

Covered 

by the 

Payment

Start date the Financial Assistance covers for a 

particular household

Required n/a Date 

Numeric

8

End Date 

Covered 

by the 

Payment

End date the Financial Assistance covers for a 

particular household

Required n/a Date 

Numeric

8
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Appendix B – Total Quarterly Obligations and Expenditures Associated with the ERA 

Recipient’s Subawards, Contracts and Direct Payments Valued at Less than $30,000

Project Name Expenditure Category Transaction Type Total Quarterly Obligation Amount Total Quarterly Expenditure 

Amount 

ERA Test Project Financial Assistance: Rent

Aggregate of Contracts Awarded for 

less than 30000 56266 82084

ERA Test Project Financial Assistance: Rental Arrears

Aggregate of Contracts Awarded for 

less than 30000 26425 36252

ERA Test Project Financial Assistance: Utility/Home Energy Costs

Aggregate of Contracts Awarded for 

less than 30000 16974 78922

ERA Test Project Financial Assistance: Utility/Home Energy Costs Arrears

Aggregate of Contracts Awarded for 

less than 30000 14108 6976

ERA Test Project Financial Assistance: Other Housing Costs

Aggregate of Contracts Awarded for 

less than 30000 13722 81841

ERA Test Project Housing Stability Services (Including Eviction Prevention/Diversion)

Aggregate of Contracts Awarded for 

less than 30000 90056 57870

ERA Test Project Administrative Costs

Aggregate of Contracts Awarded for 

less than 30000 44621 21630

ERA Test Project Financial Assistance: Rent

Aggregate of Subawards awarded for 

less than 30000 37604 77390

ERA Test Project Financial Assistance: Rental Arrears

Aggregate of Subawards awarded for 

less than 30000 47964 42235

ERA Test Project Financial Assistance: Utility/Home Energy Costs

Aggregate of Subawards awarded for 

less than 30000 28969 58445

ERA Test Project Financial Assistance: Utility/Home Energy Costs Arrears

Aggregate of Subawards awarded for 

less than 30000 49835 75677

ERA Test Project Financial Assistance: Other Housing Costs

Aggregate of Subawards awarded for 

less than 30000 76899 59797

ERA Test Project Housing Stability Services (Including Eviction Prevention/Diversion)

Aggregate of Subawards awarded for 

less than 30000 10406 20818

ERA Test Project Administrative Costs

Aggregate of Subawards awarded for 

less than 30000 33439 88904

ERA Test Project Financial Assistance: Rent

Aggregate of Direct Payments less 

than 30000 67150 55600

ERA Test Project Financial Assistance: Rental Arrears

Aggregate of Direct Payments less 

than 30000 92651 9410

ERA Test Project Financial Assistance: Utility/Home Energy Costs

Aggregate of Direct Payments less 

than 30000 60999 82273

ERA Test Project Financial Assistance: Utility/Home Energy Costs Arrears

Aggregate of Direct Payments less 

than 30000 95224 26947

ERA Test Project Financial Assistance: Other Housing Costs

Aggregate of Direct Payments less 

than 30000 29109 76307

ERA Test Project Housing Stability Services (Including Eviction Prevention/Diversion)

Aggregate of Direct Payments less 

than 30000 21683 7295

ERA Test Project Administrative Costs

Aggregate of Direct Payments less 

than 30000 18785 7645
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Appendix C – Recipient Obligations and Expenditures (Payments) to Individuals 

(Beneficiaries)
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Appendix D – Treatment of Contractors with Initial Obligations Less than $30,000 in 

One Reporting Period that Increases to $30,000+ in a Subsequent Reporting Period 

ERA Recipients often make multiple subawards or contracts to a single entity. When the first 

contract is for less than $30,000, the Recipient should report the expenditure as one 

associated with a contract valued at less than $30,000. However, if a subsequent obligation 

increases the value of the contract to more than $30,000, the Recipient needs to report all 

payments to that Contractor as expenditures associated with Contracts valued at $30,000 or 

more. As a result, the Recipient will need to adjust the original expenditure reporting.

Example: Contractor XYZ was awarded a contract valued at $20k in Q3 and is paid the full 

amount in Q3. The expenditure to XYZ should be reported in Q3 under “Total of all Obligations 

and Total of all Expenditures Associated with the ERA Recipient’s Subawards, Contracts, and 

Direct Payments Valued at Less than $30,000” aggregated with other expenditures under the 

relevant “Expenditure Category” and contract type “Subaward, Contract or Direct Payment 

Type (Aggregates).”

In Q4, the ERA recipient enters into a new contract, or modifies the initial contract with 

Contractor XYZ for an additional $20k of services, so the total award/amount obligated to XYZ 

is greater than $30,000. In Q4 the Recipient must create 1) a Subrecipient profile under 

“Subrecipients, Contractors, and Beneficiaries” for XYZ and 2) one contract record for each 

contract the recipient has or previously had with XYZ under “Recipient Subawards, Contracts, 

and Direct Payments.” Contract records will include the total amount obligated under the 

contract (expended to date and committed for future payment) in the “Amount Obligated” field.

Since payments to Contractor XYZ will now be reported as expenditures of $30,000 or more, 

in order to avoid double-counting previous entries under “Subaward, Contract or Direct 

Payment Type (Aggregates)”, a negative entry (-$20k) should be reported in the current 

quarter quarterly report (with a note under the ‘Administrative Cost Narrative’ to clarify the 

reason for the negative entry) under “Total of all Obligations and Total of all Expenditures 

Associated with the ERA Recipient’s Subawards, Contracts, and Direct Payments Valued at 

Less than $30,000” under the relevant “Expenditure Category” and contract type “Subaward, 

Contract or Direct Payment Type (Aggregates).

Finally, all expenditures to date and going forward for Contractor XYZ under this ERA Award 

should now be entered under “Expenditures Associated with the ERA Recipient’s Subawards, 

Contracts and Direct Payments Valued at $30,000 or More” under the relevant “Expenditure 

Category.”
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