DRAFT- PRE-DECISIONAL / CONFIDENTIAL / NOT FOR DISTRIBUTION

Coronavirus State and Local Fiscal Recovery Fund:

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

User Guide: Treasury’s Portal for Recipient Reporting August 9, 2021

Version: 1.0

August 9, 2021

Version: 1.0

September 2, 2021

Version: 1.0

XXX, 2021

Version 1

April 8, 2022

Version 2
Coronavirus State and Local Fiscal Recovery Fund:

 NEU and Non-UGLG Agreements and Supporting Documents User Guide i

Table of Contents

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

II. NEU Account Setup- Designating SLFRF Points of Contact......................... 2

III. NEU document requirements .........................................................................9

List of Figures and Tables

Figure 1 State, Local and Tribal Support Landing Page............................................................4

Figure 2 Three Line Navigation Icon ........................................................................................4

Figure 3 Account Information Icon............................................................................................5

Figure 4 Account Name Information.........................................................................................5

Figure 5 Reporting Designations..............................................................................................5

Figure 6 Designation of Individuals ..........................................................................................6

Figure 7 Official Certification of Authorization...........................................................................6

Figure 8 Designation Form ......................................................................................................7

Figure 9 Designation Screen of SLFRF Reporting Roles ..........................................................7

Figure 10 Recipient Information...............................................................................................9

Figure 11 Point of Contact List.................................................................................................9

Figure 12 Recipient Profile Discrepancies Entry.......................................................................9

Figure 14 Documents Available Question...............................................................................10

Figure 15 No Documents Available Question .........................................................................10

Figure 16 NEU Documents Screen........................................................................................11

Figure 17 Certification Screen................................................................................................12
Coronavirus State and Local Fiscal Recovery Fund:

 NEU and Non-UGLG Agreements and Supporting Documents User Guide 1

I. Reporting Basics

a) Overview

This document provides information for Non-entitlement units of local government (NEUs) and 

units of general local government within counties that are not units of general local government 

(Non-UGLG) on using Treasury’s Portal to submit the information required under the 

Coronavirus State and Local Fiscal Recovery Fund (SLFRF) Compliance and Reporting 

Guidance (Reporting Guidance). The Reporting Guidance contains relevant information and 

guidance on reporting requirements. 

Each NEU and Non-UGLG is required to provide the following information once their accounts 

are established in Treasury’s Portal and prior to the due date of their first annual Project and 

Expenditure Report, which is April 30, 2022: 

• Copy of the signed award terms and conditions agreement (which was signed and 

submitted to the State or U.S. territory as part of the request for funding);

• Copy of the signed assurances of compliance with Title VI of the Civil Rights Act of 1964 

(which was signed and submitted to the State or U.S. territory as part of the request for 

funding); and

• Copy of actual budget documents validating the top-line budget total provided to the State 

or U.S. territory as part of the request for funding. 

You should visit the Treasury’s SLFRF home page for the latest guidance and updates on 

programmatic and reporting topics. 

Each SLFRF recipient, including NEUs and Non-UGLGs, is required to submit periodic reports 

with current performance and financial information including background information about the 

SLFRF projects that are the subjects of the reports; and financial information with details about 

obligations, expenditures, direct payments, and subawards. Additional details for submitting this 

information is included the Project and Expenditure Report user guide. 

Note- as noted in the Reporting Guidance, consolidated jurisdictions or other types of 

jurisdictions that received multiple SLFRF allocations (e.g., a county and city with a consolidated 

government), are only required to file once per reporting period, and such reports will cover the 

total SLFRF allocations received by the jurisdiction. This includes NEUs and non-UGLGs. In 

addition, the total SLFRF allocations across all sources for a given jurisdiction will be used to 

identify that jurisdiction’s Reporting Tier. 

b) What is Covered in this User Guide?

This User Guide contains information for NEUs and Non-UGLGs on using Treasury’s Portal to 

confirm their accounts, designate the SLFRF reporting roles and submit the required

information.

c) Questions? 

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

us by email via SLFRP@treasury.gov. 
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 NEU and Non-UGLG Agreements and Supporting Documents User Guide 2

II. NEU Account Setup- Designating SLFRF Points of Contact 

This section provides a brief instruction for SLFRF Account Administrators on accessing 

Treasury’s Portal and providing the names and contact information of individuals to be 

designated as your organization’s points of contact for SLFRF reporting. 

SLFRF recipients are required to designate staff or officials for the following three roles in 

managing reports for their SLFRF award. Recipients must make the required designations prior 

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

• Account Administratorfor the SLFRF award has the administrative role of maintaining the 

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

Account Administrator is also responsible for working within your organization to determine 

its designees for the roles of Point of Contact for Reporting and Authorized Representative 

for Reporting and providing their names and contact information via Treasury’s Portal. The 

Account Administrator can also view and submit reports. Finally, the Account Administrator 

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

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

the event of staff changes.

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

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

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

for completing the SLFRF reports but cannot certify and submit these reports. 

• Authorized Representative for Reporting is responsible for certifying and submitting 

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

official communications only when submitted by the Authorized Representative for 

Reporting. The Authorized Representative for Reporting is also responsible for 

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

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

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

Some key items to note:

• Each designated individual must register with either Login.gov or ID.me for gaining 

access to Treasury’s Portal. 

• If you have not previously registered an account, you should register through Login.gov 

following this link. This link includes further instructions. The following links provide 

additional information: 

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

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

• Note: if you are a Non-Entitlement Unit of Local Government (NEU), you should register 

using the Login.gov process linked above. 

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

Portal through that method. This link includes further instructions. 
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• An individual may be designated for multiple roles. For example, the individual 

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

Authorized Representative for Reporting. 

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

• Multiple individuals can be designated for each role. 

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

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

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

“Recipient Profile” portion of the recipient’s SLFRF reports, and recipients will be able to 

update the information, if necessary. 

Treasury also posted a series of webinars, as noted below: 

• NEU Intro to Reporting – Account Creation, Roles, and Agreements/Supporting Docs 

Submission

• Account Creation and Login - creation of account in Treasury’s Portal through ID.me or 

Login.gov

• User Roles - assignment and updates of user roles in Treasury’s Portal

For NEUs and Non-UGLGs, Treasury will assign as the Account Administrator the point of 

contact (POC) provided by the State or U.S. territory when the NEU and Non-UGLG information 

was provided to Treasury. The Account Administrator is responsible of designating the three 

roles to manage the reporting requirements for the program. 

In the event a change is needed to the Account Administrator designation, the individual 

currently assigned to that role should process the change in Treasury’s Portal, following the 

instructions below. 

1. Register in the Login.gov or ID.me gov system to access Treasury’s Portal. 

For Accounts registered through Login.gov

For Accounts registered through ID.me

2. Click on the link in the email received requesting the POC designations. 

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

landing page as shown in Figure 1. 

3. Once on that page, click on the Go to Your Report button at the bottom left of the 

screen, as indicated in by the red box in Figure 1. 

Treasury Portal at 

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

Treasury Portal at 

https://portal.treasury.gov/cares/s/slt/s/slt
Coronavirus State and Local Fiscal Recovery Fund:

 NEU and Non-UGLG Agreements and Supporting Documents User Guide 4

Figure 1 State, Local and Tribal Support Landing Page

• The Go to Your Report button will take you to the Submissions and Compliance 

Forms page (refer to Figure 2). 

 

4. Once on the Submissions and Compliance Forms page, click on the three-line 

navigation icon at the top left of the screen. The red box indicates the icon (refer to 

Figure 2). 

Figure 2 Three Line Navigation Icon

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

the top left of the screen as shown below. 

5. Click on “Account” from the drop-down menu, as shown in Figure 3. 
Coronavirus State and Local Fiscal Recovery Fund: 

 NEU and Non-UGLG Agreements and Supporting Documents User Guide 5 

Figure 3 Account Information Icon

6. Under the “Account Name” heading, click on the name of your organization (as indicated

in Figure 4). 

Figure 4 Account Name Information

7. By clicking the name of your organization, Treasury’s Portal will open to allow you to 

provide names and contact information on your organization’s designees for the SLFRF 

reports, as shown in Figure 5. The landing page provides basic information about the 

designations. 

Figure 5 Reporting Designations
Coronavirus State and Local Fiscal Recovery Fund:

 NEU and Non-UGLG Agreements and Supporting Documents User Guide 6

 

Figure 6 Designation of Individuals

9. On the “Official Certification of Authorization” screen (refer to Figure 7), type in your 

name to indicate you are authorized to submit the names of the designated individuals. 

Once you enter your name, click on the Submit button.

Figure 7 Official Certification of Authorization

10. Click on the “Designation Form” button on the left navigation bar, as indicated in Figure 

8. 
Coronavirus State and Local Fiscal Recovery Fund: 

 NEU and Non-UGLG Agreements and Supporting Documents User Guide 7 

Figure 8 Designation Form

11. Clicking on the “Designation Form” button will open the “Designation of Account 

Administrator, Point of Contact for Reporting, and Authorized Representative for 

Reporting” screen shown in Figure 9. 

Figure 9 Designation Screen of SLFRF Reporting Roles

• SLFRF – Account Administrator

• SLFRF – Point of Contact for Reporting

• SLFRF – Authorized Representative for Reporting
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 NEU and Non-UGLG Agreements and Supporting Documents User Guide 8

13.Enter the following information about each individual being designated for each of the 

roles in the “Designation Form” screen (see Figure 9): 

• Salutation (optional)

• First Name 

• Middle Name (optional)

• Last Name

• Suffix (optional)

• Title

• Phone

• Email 

• Name of Entity/Organization (Recipient entity)

14.After entering the name and required contact information, select the Program Role(s) for 

which the individual is being designated. 

15.Once the role is selected, click on the small arrow to the right of the role, which will move 

the role to the box on the right. 

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

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

18.When you have entered all three designations, please press the Complete button. 

19.As a final step, go to the icon on the upper right of the screen to exit the system.

20.The screen will display a list at the bottom of the screen with the names and contact 

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

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

designees in the future. 

21.To update or remove the Point of Contact for Reporting and the Authorized 

Representative for Reporting, highlight the name and click the arrow pointing to the left

to remove the individual.

22.To update or designate another Account Administrator, the current Account 

Administrator performs the following steps: 

a. Find your name at the bottom of the screen.

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

c. Enter the name and contact information of the new SLFRF Account 

Administrator.

d. Hit the blue Complete button.
Coronavirus State and Local Fiscal Recovery Fund: 

 NEU and Non-UGLG Agreements and Supporting Documents User Guide 9 

III. NEU document requirements

This section provides details for NEUs and Non-UGLGs to provide the requested information in 

Treasury’s Portal. 

a) Recipient Profile

Upon login, you will be directed to the recipient information page, which is intended to verify 

relevant information in Treasury’s Portal. On this screen, you will review and confirm key 

information on your organization and input any additional information Recipient Profile 

information will be pre-populated based on the information provided by your State or U.S. 

Territory to Treasury. If you have previously entered a DUNS (+4) number, it will appear here. 

 

1. Review and confirm your Recipient Profile prepopulated from the information provided 

by your State or U.S. territory (see Figure 10).

Figure 10 Recipient Information

Figure 11 Point of Contact List

1. If changes are needed to the information displayed on the screen, use the textbox (see 

Figure 12), refer to the instructions in Section II to update the applicable roles, or contact 

SLFRP@treasury.gov. 

Figure 12 Recipient Profile Discrepancies Entry
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2. Once all fields have been reviewed and verified, click the Save button to save your 

progress, then click the Next button to proceed to the following screen.

b) NEU Agreements and Supporting Documents 

On this screen, the NEUs and Non-UGLGs are asked to provide the documents prior to their first 

Project and Expenditure Report. 

1. Enter the answer to the question: Are the following three documents available for 

upload? “Yes” or “No”. If the answer is “Yes”, go to step 3 (Figure 13). If the answer is 

“No”, go to step 2.

Figure 13 Documents Available Question

Figure 14 No Documents Available Question

a. Copy of the signed award terms and conditions agreement (which was signed 

and submitted to the State or U.S. territory as part of the request for funding) 

b. Copy of the signed assurances of compliance with Title VI of the Civil Rights Act 

of 1964 (which was signed and submitted to the State or U.S. territory as part of 

the request for funding) 

c. Copy of actual budget documents validating the top-line budget total provided to 

the State or U.S. territory as part of the request for funding

4. Load the necessary documents. The system will accept documents in any format.
Coronavirus State and Local Fiscal Recovery Fund: 

 NEU and Non-UGLG Agreements and Supporting Documents User Guide 11

Figure 15 NEU Documents Screen

c) Official Certification

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

information pertaining to the documents provided. By certifying this submission, the ARR is 

confirming that all reported information is accurate and approved for submission (see Figure 16). 

Users who are not designated as an ARR will not be presented with the screen.

1. The ARR’s Name, Title, Telephone Number, and E-Mail Address will be presented on 

screen for review.

2. Allow the Certifying Official to review all prior screens and entries to verify accuracy of 

the inputted record. Refer to Figure 16. 
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Figure 16 Certification Screen

3. Once all of the information is validated, click the Certify and Submit button to complete 

the entry.
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Revision Log

Version Date Published Summary of changes

1.0 December 14, 2021 Initial publication

2.0 April 8, 2022 • Updated to reflect changes in functionality related to 

submission of documents