Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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Emergency Rental Assistance Program (ERA2)

Treasury Portal User Guide 

October 6, 2023

v 2.0
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User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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Revision History 

Version Date Updates

V1.0 10/06/2023 Original 

V2.0 01/03/2024 Clarifications on Financial Reporting

01/03/2024 Clarifications and descriptions of data validations 

for participant demographic Tables 1, 2, 3 and 4.
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Table of Contents

Section I. Quarterly Reporting Basics......................................................................... 5

Section II. Navigation and Logistics............................................................................. 7

Section III. Recipient Profile Tab ................................................................................. 19

Section IV. Project Overview Tab................................................................................. 23

Section V. Subrecipients, Contractors, and Beneficiaries Tab................................. 45

Section VI. Recipient Subawards, Contracts and Direct Payments Tab ................... 49

Section VII. Expenditures Tab....................................................................................... 53

Section VIII. Project Data and Participant Demographics Tab..................................... 61

Section IX. Performance and Financial Reporting Tab .............................................. 71

Section X. Report Certification and Submission Tab................................................ 77

Appendix A – Bulk File Upload Overview........................................................................ 80

Appendix B – Total Quarterly Obligations and Expenditures Associated 

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

Less than $30,000.. ....................................................................................................... 1000

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

(Beneficiaries) ................................................................................................................. 101

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

in One Reporting Period that Increases to $30,000+ in a Subsequent Period............ 102
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User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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User Guide - Treasury’s Portal for ERA2 Recipient Reporting 

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Section I. Quarterly Reporting Basics 

a) Overview 

Each ERA2 Recipient (ERA2 grantee) must submit Quarterly Reports with quarter-specific 

and cumulative performance and financial information. The reports must be submitted via 

Treasury’s portal. 

This guide provides instructions and on using Treasury’s portal to submit required Emergency 

Rental Assistance (ERA2) Quarterly Reports. Much of the information in this guide is the same 

as provided in the earlier version of the Portal User Guide (which applied to both ERA1 and 

ERA2 programs), except for guidance on several new reporting requirements and updated 

reporting formats specific to the ERA2 program. 

The guide is a supplement to the ERA2 Reporting Guidance which contains official guidance 

on reporting requirements. 

Please also see Treasury’s ERA webpage for additional information on programmatic and 

reporting topics.

b) ERA2 Recipients Must Identify Staff with Authority to Administer Key Roles in 

Managing ERA2 Reports

ERA2 Recipients must designate staff or officials for three roles for developing and submitting 

the required ERA2 quarterly reports. Recipients must provide the names and contact 

information for persons designated for each of the three roles prior to accessing their quarterly 

reports. The designations must be made on-line in Treasury’s portal, as described below.

The required roles are as follows: 

• ERA2 Account Administrator for Reporting (AA) for the ERA2 award. Individuals 

designated for this role is responsible for working within your organization to determine 

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

Representative for Reporting and for inputting their names and contact information via 

Treasury’s portal and for making any changes or updates as needed over the ERA2 

award period. The Account Administrator should identify an individual to serve in 

his/her place in the event of staff changes.

• ERA2 Point of Contact for Reporting (POC) will receive official Treasury notifications 

about ERA2 reporting. Such notifications include alerts about upcoming reporting

timeframes, requirements, and deadlines. Typically, the POC is a key individual for 

managing the ERA2 Recipient’s reporting. The POC can enter data into a report but 

cannot submit reports.

• ERA2 Authorized Representative for Reporting (ARR) is responsible for certifying 

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

accept reports or other official communications submitted by the ERA2 Authorized 

Representative for Reporting. The ARR is responsible for communications with 

Treasury on such matters as extension requests and amendments of previously 

submitted reports.
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ERA2 reports include monthly reports, Quarterly Reports, interim reports, and final reports.

An ERA2 Recipient may designate multiple people to a single role or a single individual for 

multiple roles. For example, the individual designated as the ERA2 POC may also be 

designated as the ERA2 Authorized Representative for Reporting. The ERA2 Recipient may 

designate the same individual for all three roles. 

Everyone who is designated by the ERA2 Recipient for any reporting role must register with 

ID.me or Login.gov before gaining access to Treasury’s portal. See the following links for 

registration instructions: 

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

as to complete compliance reporting) 

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

The names and contact information for the ERA2-designated individuals will be pre-populated 

in the “Recipient Profile” portion of the ERA2 Quarterly Reports. Recipients can update the 

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

Designating Points of Contact for ERA1 and ERA2 Reporting for further details. 

Individuals designated as an ERA2 Recipient’s ARR or AA are the only individuals with 

authority to certify and submit ERA2 Compliance Reports via Treasury’s portal. Staff serving 

as the ERA2 POC are not authorized to certify and submit ERA2 Compliance Reports. The 

POC is authorized only to enter data and validate the data on Treasury’s portal and to check 

draft data for submission errors and so forth.
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Section II. Navigation and Logistics 

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

ERA2 webpage. 

Log in to Treasury’s Portal via login.gov (see Figure 1).

Figure 1 – Login Page
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Upon logging in, navigate to the Introduction tab (see Figure 2).

Figure 2 – Landing Page

Click on the Compliance Reports tab (see Figure 3) to navigate to a window listing the of the 

ERA2 reports.

Figure 3 – Quarterly Report Selection

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

Figure 3 above for an example Quarterly Report Selection screen. 

To begin a report, click on the blue pencil icon under the “Provide Information” column to 

access the given report. The ERA Compliance Reports section lists all ERA reports. Reports 

in “Draft” status are available for data entry.

To navigate to a specific report, click the icon under Provide Information (see Figure 3) to enter 

data for the current report for the specific ERA2 Award. This action will advance you to the 

Reporting Guidance tab. The Reporting Guidance and Bulk Upload Templates and 

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

tab. 

The Navigation Bar (see Figure 4) which appears on the left side of Treasury’s portal screens 

allows you to navigate between each tab.
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Figure 4 – Navigation Bar

On the right side of the screen, users will see another navigation pane with information about 

their ERA2 award (see Figure 5). This information box displays the status of the current report; 

the ERA2 award FAIN number; the ERA2 program CFDA number; the ERA2 Award Date; the 

Reporting Period for the specific quarterly report; the Reporting Period Start and End Dates; 

the Quarterly Report Submission Deadline; and the Current Total ERA2 Award Amount. 
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If the report has been submitted and the original submission deadline has not passed, the 

navigation bar displays an “unsubmit” button at the bottom of the display window. ERA2 

Recipients that submit their quarterly report prior to the official due date can modify the 

submitted reports by clicking the “unsubmit” button. Clicking on “unsubmit” places the report 

into draft status so revisions and edits can be made prior to the due date. Only an ERA2 ARR 

or ERA AA can “unsubmit” reports.

Figure 5 – Project Information navigation pane

a) Submitting Data to the Treasury Portal

Treasury’s portal leads the ERA2 Recipient POC, ARR and AA through a series of online 

forms that, when completed, will fulfill the ERA2 Quarterly Reporting obligations. Users can 

manually enter data directly into the portal or, for many data elements, providing required 

information via a bulk upload file that includes all relevant information in a Treasury approved 

process and format.

Treasury encourages Recipients, particularly those with a large quantity of data for reporting,

to use the bulk upload functionality. The bulk upload approach reduces Recipient 

administrative burden and minimizes data entry errors. However, the manual data entry option 

is available to all users and may be preferred by smaller programs with less data to submit.
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Bulk Upload Function

ERA2 Recipients can use bulk upload templates for providing much of the required 

information. The tabs and associated templates are listed below. 

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

Upload function. 

• Subrecipients, Contractors and Beneficiaries Tab 

Template #1 - Subrecipient, Contractor, Beneficiary Profile Template 

Template_1_ERA2_Subrecipient_Contractor_Beneficiary_Q3_2023.xls

Use this template to establish records for all entities that initially became ERA2 

award subrecipients, contractors and beneficiaries in the current reporting period. 

• Recipient Subawards, Contracts and Direct Payments Tab 

Template #2 - Subaward, Contract, Direct Payment Record Template

Template_2_ERA2_Subaward_Contract_Direct_Payment_Q3_2023.xls 

Use this template to establish records for all subawards, contracts, and direct 

payments under the ERA2 award that were established initially in the reporting 

period. This template can also be used to report revisions to subawards, 

contracts, and direct payment obligations established in prior periods.

• Expenditures Tab 

Template #3 - Reporting Expenditures associated with the Recipient’s Obligations 

valued at $30,000 or more Template 

Template_3_ERA2_Recipient_Expend_Assoc_with_Its_Oblig_of_30k_or_More_Q3_2023.xl

s 

Use this template to report expenditures made in the current reporting period that 

are associated with subawards, contracts and direct payments for which the 

Recipient obligated $30,000 or more.

Template #4 - Reporting Expenditures associated with the Recipient’s Obligations 

valued at less than $30,000 Template 

Template_4_ERA2_Recipient_Expend_Assoc_with_Its_Oblig_of_Less_Than_30k_Q3_202

3.xls

Use this template to report the aggregate amounts of obligations and expenditures 

made in the reporting period that are associated with subawards, contracts and 

direct payments for which the Recipient had obligated less than $30,000 to entities 

other than individuals. Expenditures must be classified by expenditure category.

Template #5 - Reporting Recipient Obligation and Expenditures to Individuals 

Template 

Template_5_ERA2_Recipient_Oblig_and_Expend_to_Individuals_Template_Q3_2023.xls

Use this template to report the aggregate amounts the Recipient paid to individuals 

in the reporting period. The aggregate amounts of expenditures are classified by 

expenditure category. 
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Reporting on Template’s 3, 4, and 5 should include new payments the Recipient made in the 

reporting period and prior period adjustments (increases or decreases) in the Recipient’s 

obligations and expenditures. Expenditures reported in prior periods cannot be directly edited 

or updated; however, Recipients can revise obligations and expenditures reported in prior 

periods by entering adjusting entries (increases or decreases) in the current reporting period 

either manually or using bulk upload Template’s 3, 4, and 5. 

NOTE: ERA2 Recipients must manually enter Project Data and Participant Demographics. 

Template 6 for uploading demographic data is no longer available.

• Performance and Financial Reporting Tab 

Template #7 - Participant Household Payment Data File Template 

Template_7_ERA2_Participant_Household_Payment_Data_File_Template_Q3_2023.xls

Use this template to report information about each ERA2 Financial Assistance 

payment made to or on behalf of each participant household from the date of 

ERA2 award through the end of the current reporting period. 

All ERA2 Recipients are required to provide a Participant Household Payment 

Data File as part of each Quarterly Report. The Participant Household Payment 

Data File must be submitted as a “.csv” file upload; manual entry is not allowed 

for the Participant Household Payment Data file. 

When using the bulk upload function, ERA2 Recipients must provide the required information 

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

upload. Templates must be downloaded individually on the Bulk Upload Templates and 

Instructions tab.

 

Recipients that use the bulk upload functionality must download the current version of each

bulk file upload template as an early step in planning for the required Quarterly Report. 

The template for each upload file is also available in the relevant tab for download (see 

Figure 6). 

Tabs and components of the report accepting bulk upload files are clearly marked in 

Treasury’s portal and identified through this User Guide. 

Figure 6 – Sample Bulk Upload Icon with Template Download Link

All bulk file templates download in the .xls format, but the templates must be saved in .csv 

format prior to upload. When you click the upload button users will be directed to a pop-up 

screen (see Figure 7) including basic instructions on uploading the file. 
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ERA2 Recipients can either choose to add files or drag and drop files to initiate the bulk 

upload.

Figure 7 – Demographics Bulk Upload

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

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

display an error message on screen if the bulk file upload data contains errors. When a 

user receives an error message(s), they must reconcile the errors in the bulk upload file 

and re-submit the corrected version to the portal. The user must “Validate” (step 4) each 

time they make new corrections until no errors remain in the Bulk Upload File. Then you 

will click “Import” to finalize. 

Please see Appendix A – Bulk File Upload Overview for detailed instructions for using 

the bulk upload function.

There are three common Bulk File Upload errors as described below (see Figure 8):

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

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

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

Status” and the error is in Column FF, Row 89. 

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

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

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

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

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

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

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

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

pertaining to the “Completion Status” and the error is in Column E, Row 8. 
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Figure 8 – Example Bulk Upload Errors

Manual Data Entry

ERA2 Recipients that use manual data entry will key in information as instructed on the 

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

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

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

The portal will review manually inputted data to ascertain that the data provided is 

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

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

for you to address (see Figure 9). 

Figure 9 – Manual Entry Error Example

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

the user may continue to the next tab. The portal will display an error notification for those 

elements that fail the validation rules (For example: leaving a required field as blank). The 

portal will alert users who manually enter a data value that does not satisfy the validation 

rules (For example: Trying to enter a currency value beyond a specific range). 

Clickable Icons

Some data entry areas will have an icon (see Figure 10) that will allow users to Provide 

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

(previous data entries). 
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Figure 10 – Clickable Icons Legend

Narrative Boxes

When providing narratives, type the responses using a word processing system (such as 

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

all required narrative details. Users can copy and paste the final narratives directly into the 

text boxes in Treasury’s portal. 

Users can expand a text box (see Figure 11) by clicking and dragging the icon in the 

bottom-right corner. 

Figure 11 – Manual Entry Text Box

Saving Data 

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

bottom of each section or at the bottom of the screen. 

Clicking the “Save” button will allow users to save current progress without advancing to 

the next module. Users can click the “Save” button when they plan to exit the portal and 

come back to the report later.

Clicking the “Next” button will advance the user to the next tab and automatically save all 

information entered on that screen. When a user clicks “Next” the screen will display a 

green notification across the top of the screen to indicate the report is successfully saved 

(see Figure 12). 

Figure 12 – Green Saving Bar

Uploading and Deleting Word, Excel, and PDF Documents 

After a user has uploaded a file in either Word or PDF format, the user will see the file Title 

and Upload Date populate within the relevant section. To view the uploaded file, click the 
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“View Uploaded File” button (see Figure 13). Users may upload multiple files in each 

section. 

Figure 13 – File Upload Functionality

Users can delete a previously uploaded file on the “Performance and Financial Reporting” 

tabs by clicking the check box next to the Title of the file to be deleted. A red “Delete Files” 

button will appear above the file (see Figure 14). Click the Delete File button to delete the 

selected file. 

Figure 14 – Deleting Uploaded Files

b) Report Processing Information 

This section of the User Guide provides information on submitting a report, editing a report 

prior to submission, and editing a report after submission.

Maintaining a copy of the submitted report 

Treasury’s portal currently enables ERA2 Recipients to download a PDF format document 

that contains key components of the submitted reports. To access the PDF document, 

after submitting the report, users should click on the icon under the “download” heading.

The download for ERA2 Recipients whose quarterly report contains a large amount of data 

will be in the form of a downloadable file in Zip format.
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Note: As currently configured, the downloadable PDF format document displays only key 

components of the overall quarterly report. ERA2 Recipients who may need copies of the 

complete report they submitted are encouraged to take screenshots of the portal screens 

and maintain copies of all uploaded templates for their records. Treasury anticipates that 

the portal will enable grantees to download complete copies of past and current reports 

starting in late 2023 or 2024.

Figure 15 – Image of submitted report

Editing a report prior to the submission due date 

Users can provide a portion of the required information in a report, save it, log out of the 

portal, and return to complete the report later. 

Users can submit a Quarterly Report and later re-open and revise the report any time prior 

to the submission due date for the current quarter. To do so, users click on the “unsubmit” 

button on the right-side navigation screen. Clicking on the “unsubmit” button places the 

report into draft status so revisions and edits can be made prior to the due date. Only an 

ERA2 ARR or ERA AA can “unsubmit” reports. Recipients who unsubmit their reports for 

revisions must recertify and resubmit the report by the report due date.

Quarterly Reports cannot be revised after Treasury closes the reporting period. Once 

Treasury closes the Quarterly Report reporting period, the “Status” for a report that was 

not officially certified and submitted will show as “Administratively Closed.” ERA2 

Recipients with reports listed as “Administratively Closed” will not be able to submit the 

report for the given quarter.

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

Recipients may request a one-time 30-day extension for Quarterly Report submission 

using the button under “Extend Deadline” (See Figure 16). Requests for extensions must 

be submitted before the report submission deadline and must include a brief narrative 

“Reason for Extension” (See Figure 17). After inputting the required information, the user 

must click the “Request Extension” button at the lower right portion of the screen. When 

the user requests and extension the “Extension Status” (See Figure 16) will indicate that 

a request has been submitted. Upon Treasury’s approved, the extended report due date 

will be displayed in “Deadline” column (See Figure 16). 

Only ERA2 Account Administrators or Authorized Representatives can submit requests for 

a due date extension. 
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Figure 16

Figure 1

c) Informational Tabs

The portal has two information tabs – Reporting Guidance and the Bulk Upload Templates 

and Instructions tab. These tabs include links to the ERA2 Reporting Guidance, User Guide, 

bulk upload templates, and other information on completing the ERA2 Quarterly Reports. 

The bulk upload templates, which are available for download from the Bulk Upload Templates 

and Instructions Tab, are updated periodically. The latest revision date is listed next to the 

template name as shown below. Please verify that the revision date shown on the upper left 

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

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

to starting your quarterly report submissions.
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Section III. Recipient Profile Tab

ERA2 Recipients must review and confirm pre-populated information about the SAM.gov 

registration status, and its executive compensation data. Refer to the ERA2 Reporting 

Guidance for additional details on information required on this tab. 

 

The Recipient Profile tab includes two segments: a) Recipient Profile and b) SAM.gov 

Registration and Executive Compensation. 

a) Recipient Profile

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

Recipient’s ERA2 application and other sources (see Figure 18). 

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

the ERA2 Recipient has designated for key roles for ERA2 program reporting. 

Figure 18 

Please use the textbox “Please Report any Errors or Needed Updates (if any)” 

(see Figure 19) to flag errors, notifying Treasury if any information is incorrect. 

Figure 19 
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b) SAM.gov Registration and Executive Compensation

Please use the dropdown (see Figure 21) 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 21 

If the ERA2 Recipient is registered in SAM.gov, select “Yes” from the picklist

(see Figure 22) and move on to Step 7 below. 

Figure 22 

If the ERA2 Recipient is not registered in SAM.gov, select “No” from the picklist. 

Two additional questions will populate the space below (see Figure 23). 

Figure 23

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

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

If the ERA2 Recipient received 80% or more of its annual gross revenue from 

federal funds in the preceding fiscal year AND the ERA2 Recipient received 

$25 million or more of its annual gross revenue from federal funds, an additional 

question will appear (see Figure 24). 

Figure 24 
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Select “Yes” if the total compensation for the ERA2 Recipient organization’s 

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

Figure 25) and move on to Step 7 below. 

Figure 25 

Select “No” if the total compensation for the ERA2 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 26), 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 2 

Figure 27 

Figure 27 illustrates the table that will list the current members of your 

organization that are the designated staff for key roles in managing the ERA2 

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

by clicking the blue “here” icon above the table. This will open 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. 
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Click the Save button to record progress. 

Figure 28

Click the Next button to advance to the Project Overview tab. 

Figure 29

Unique Entity Identifier (UEI)

ERA2 Recipients must provide the Unique Entity Identifier (UEI) for itself and for each of 

its Subrecipients, Contractors and beneficiaries that receive ERA2 obligations of $30,000 

or more.

How to find the ERA2 Recipient’s UEI in the Portal 

If the ERA2 Recipient entity is registered in SAM.gov, Treasury will retrieve its UEI from 

the Recipient’s existing SAM.gov profile. The Recipient profile will be updated automatically 

with the UEI (See Figure 28). 

Figure 28 – UEI Information on Recipient Profile tab

The portal will also identify and pre-populate UEI numbers for the ERA2 Recipient’s 

subrecipient or contractor entities that maintain an active SAM.gov registration (See Figure 

29). 

Figure 3 – UEI Information on Subawards, Contracts and Direct Payments tab

How to find UEI on SAM.gov 

If a ERA2 Recipient is registered in SAM.gov, its Unique Entity ID (SAM) has 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 the entity records. To 

learn how to view your Unique Entity ID (SAM) go to this help article.
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Section IV. ERA2 Project Overview Tab

On the ERA2 Project Overview tab, ERA2 Recipients report on up to three categories of ERA2 

projects associated with their ERA2 award.

Note: Beginning on October 1, 2022, ERA2 Recipients that have obligated at least 75 percent 

of their total ERA2 allocation for emergency rental assistance and related activities may use 

the unobligated amounts of their ERA2 allocation to support one or more of three categories 

of ERA2 projects. See FAQ 46 for more information.

All ERA2 Recipients will use this tab to report on their ERA2 Emergency Rental Assistance 

projects. 

ERA2 Recipients that are using ERA2 funds for ERA2 Affordable Rental Housing and/or ERA2 

Eviction Prevention projects will also use this tab to report on those categories of projects. 

All data required on this tab must be inputted manually. Bulk Upload templates are not 

available for these sections of the quarterly reports. 

The core section displayed on the “Project Overview” tab is the My Projects Dashboard screen 

as shown (see Figure 30). As shown, each project has three buttons/check boxes for “Project 

Status”, “Obligation Status”, and “Expenditure Status.” Prior to report submission, all check 

boxes must display a Green Checkmark. Click on the buttons to make updates or to see items 

requiring corrections.

Figure 30 – My Project Dashboard

The My Project dashboard displays information about the ERA2 Recipient’s ERA2 Emergency 

Rental Assistance Project. The dashboard is programmed to be prepopulated with information 

about the rental assistance project on each ERA2 Recipient’s dashboard. 
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If the ERA2 Recipient also administers an ERA2 Affordable Rental Housing Project(s) and/or 

an ERA2 Eviction Prevention Project(s), the Recipient must input information about those 

projects into the dashboard as part of their quarterly reports. See below for detailed 

instructions on entering the required information about each of the Recipient’s ERA2 projects.

Figure 34 shows a sample dashboard for an ERA2 Recipient with three projects – that is, the 

Emergency Rental Assistance Project, one Affordable Rental Housing Project, and one

Eviction Prevention Project.

As shown in Figure 30, the dashboard displays the following items.

• Number of Projects. This number is calculated and displayed by the portal based on 

the information inputted by the ERA2 Recipient on the My Project data entry screen.

In Figure 30, the number “3” is displayed because the sample ERA2 Recipient is 

administering the three projects listed above. 

• Total Obligations. This is the sum of obligated amounts inputted on this tab by the 

ERA2 Recipient for each of its three projects. As shown on Figure 30, the sample 

ERA2 Recipient has reported cumulative obligations of the following amounts:

$1,000,000 for its Affordable Rental Housing Project; $100,000 for its Eviction 

Prevention Project; and $2,000,000 for its Emergency Rental Assistance Project. The 

dashboard displays the sum of the obligated amounts under the heading “Total 

Obligations”, that is $3,100,000.

• Total Expenditures. This is the sum of expenditure amounts inputted on this tab by the 

ERA2 Recipient for the ERA2 Emergency Rental Assistance project plus amounts 

expended under the Affordable Rental Housing project and the Eviction Prevention 

Project. As shown on Figure 30, the sample ERA2 Recipient has reported cumulative 

expenditures in the following amounts: $50,000 for its Affordable Rental Housing 

Project; $50,000 for its Eviction Prevention Project; and $1,000,000 for its Emergency 

Rental Assistance Project. The dashboard displays the sum of the obligated amounts 

under the heading “Total Expenditures,” that is $1,100,000.

The dashboard screen also displays the following information about each ERA2 Recipient’s 

projects. All the displayed information is manually entered by the ERA2 Recipient on the 

dashboard pop-up pages (see below for input details):

• Project Name. This is the name for the specific project as inputted by the ERA2 

Recipient. The sample ERA2 Recipient has three separate projects so the Recipient 

inputted three separate names. That is, one for each project.

• Recipient Project ID. This a string of figures inputted by the ERA2 Recipient that will 

serve as the ID for the given ERA2 Project. The ERA2 Recipient is administering 

three separate projects, so it inputted different Project IDs for each of the three 

projects.

• Total Obligations. This is the cumulative amount of obligations for the project as 

entered by the ERA2 Recipient. The ERA2 Recipient manually inputted this amount 

on the pop-up screens for each project.
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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• Total Expenditures. This is the cumulative amount of expenditures for the project as 

entered by the ERA2 Recipient. The ERA2 Recipient manually inputted this amount

on the pop-up screen. Note that the dashboard displays red and yellow check marks, 

which indicate that the information the ERA2 Recipient entered on the pop-up screen 

does not align with what was entered on the portal’s Expenditures and, or Subaward

tabs.

• Project Status. The dashboard displays on Project Status check mark for each of the 

sample ERA2 Recipient’s three projects. A green checkmark indicates the inputted 

data about the specific project appears valid. A yellow checkmark indicates that 

something about the inputted information about the specific is not correct or is invalid.

• Obligation Status. The dashboard also verifies the obligation information inputted by 

the ERA2 Recipient about each of its projects. A green checkmark in this location for 

a specific project indicates that cumulative obligation amount entered in the My Project 

screen for total obligations for the specific project aligns with the amounts of obligations 

recorded for the project on the Subaward, Contractor and Beneficiaries Tab and the 

Expenditures Tab. A yellow or red checkmark indicates that the cumulative obligation 

amount entered by the ERA2 Recipient on the pop-up window is inconsistent with data 

the ERA2 Recipient entered on the portal’s Subaward and Expenditures tabs.

• Expenditures Status. Like the Obligation Status, this is also a green, yellow, or red 

checkmark. Green indicates the cumulative expenditure as entered on the My Project 

screen for the specific project aligns with the sum of expenditures recorded for the 

project on the Expenditures tab. A yellow or red checkmark indicates that the 

cumulative expenditure amount entered by the ERA2 Recipient on the pop-up window 

is inconsistent with data the ERA2 Recipient entered on the portal’s expenditures tabs.
Emergency Rental Assistance (ERA2) Program

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Required Data -- Recipient’s ERA2 Emergency Rental Assistance 

Project

All ERA2 Recipients are administering one ERA2 Emergency Rental Assistance Project which 

will be highlighted on the Project Overview Dashboard as shown by the red-outlined 

information shown. (See Figure 31.)

Figure 31

Each ERA2 Recipient must provide the following information about their ERA2 Emergency 

Rental Assistance Project via a pop-up window the Project Overview Tab. To access the popup window, press the Green Check box in the “Project Status” column on the dashboard, as 

shown. (See Figure 32.)
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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Figure 32

When the user clicks on the Project Status check box on the ERA2 Rental Assistance Project 

area of the dashboard, the “Edit Project” pop-up window will be displayed on-screen. 

The Edit Project contains 15 required data fields about the status of the ERA2 Emergency 

Rental Assistance Project as shown below. 

ERA2 Recipients must manually enter the following data on its ERA2 Emergency Rental 

Assistance project on the pop-up screen.

ERA Project Category. “Rental Assistance” will be pre-populated for the Rental Assistance 

project in the drop-down for this data field as shown. (See Figure 33.)

Figure 33

Project Name. Input or Edit the name of the ERA2 Emergency Rental Assistance Project in 

the data field as shown. (See Figure 34.)

Figure 34

Recipient Project ID. Input the Project ID developed by the ERA2 Recipient in the data field 

as shown in Figure 35. Please make certain the Project ID provided for the Recipient’s ERA2 
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

28

emergency Rental Assistance Project is different from Project IDs created for any other of 

the Recipient’s projects and is also different from the Recipient’s ERA1 Project ID.

Figure 35

Total Cumulative Obligations for this Project. Enter the total cumulative dollar value of 

obligations made by the Recipient under this ERA2 Emergency Rental Assistance project 

from the initiation of the project through the end of the current reporting period as shown in 

Figure 36.

Figure 36

Total Cumulative Expenditures for this Project. Enter the total cumulative dollar value of 

expenditures for this ERA2 Emergency Rental Assistance project from the initiation of the 

project through the end of the current reporting period as shown in Figure 37.

Figure 37

Current Period Obligations for this Project. Enter the amount of obligations the ERA2 

Recipient made in the current reporting period for this ERA2 emergency rental assistance 

project as shown in Figure 38.

Figure 38

Current Period Expenditures for this Project. Enter the amount of expenditures the ERA2 

Recipient and its subrecipients made in the current reporting period for this ERA2 emergency 

rental assistance project as shown in Figure 39.

Figure 39

Status to Completion. Select from the drop-down list to identify the ERA2 Recipient’s 

estimate of the status of this ERA2 Emergency Rental Assistance Project. The selection 

options are: Not Started; Completed Less than 50%: Completed 50% or More; Completed; 

Cancelled, as shown in Figure 40.
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting 

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Figure 40

ERA Project Website URL. Provide the URL for this ERA2 Emergency Rental Assistance 

website that’s available to educate the public about the project, as shown in Figure 41. 

Figure 41

Geographic Service Area. Select from the dropdown list to identify the geographic service 

area covered by this ERA2 Emergency Rental Assistance project. The selection options are:

State-wide; County-wide; City-Wide; Targeted Communities, as shown in Figure 42 

Figure 42

ERA2 Emergency Rental Assistance Project Description. Provide a narrative (12,000 

characters (2,000 word) or less) with the following information about this ERA2 Emergency 

Rental Assistance Project as of the end of the reporting period, as applicable:

1) Performance goals planned and met;

2) Major timelines;

3) Key partner organizations;

4) Planned outreach strategies;

5) Other housing services provided;

6) Housing stability services provided; and

7) Other affordable rental housing and eviction prevention services 

provided, if applicable. Do not include information on any affordable 

rental housing or eviction prevention services provided as 

authorized in FAQ46.

Provide the narrative (or update the narrative reported in past quarters) in the text box 

provided. The text box can be resized as needed. See Figure 43. 

Figure 43

Narrative on Approach for Prioritizing ERA2 Assistance to Certain Households. 

Review and update, as needed, the previously submitted description (as submitted on prior 

quarterly reports) of the ERA2 Recipient’s approach for prioritizing ERA2 assistance to 

certain households (e.g., households with incomes less than 50% of area median income 

and those with at least one member who were unemployed 90 days or more prior to the date 

the household applied for ERA2 assistance), and provide a URL where the information on 

the system for prioritizing the assistance is publicly available. See Figure 44.
Emergency Rental Assistance (ERA2) Program

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Figure 44

Use of a Fact-Based Proxy for Determining Eligibility. Select from a dropdown list to 

indicate whether the ERA2 Recipient used a fact-based proxy for determining applicants’ 

income eligibility for financial assistance under this ERA2 Emergency Rental Assistance 

Project. The selection options are: Yes; No, as Shown in Figure 45

Figure 45

If the ERA2 Recipient selects “yes”, the portal will display a follow-up text box where the ERA2 

Recipient must provide a narrative (12,000 characters (2,000 words, or less) describing the 

proxy and all relevant thresholds, figures, policies, and procedures used for verifying eligibility.

The ERA2 Recipient should type or cut and past the narrative in the text box provided. Note:

The text box will display the narrative submitted in the most recent quarterly report and the 

Recipient can provide edits and updates as needed. The ERA2 Recipient may choose to 

submit an entirely new narrative as well. See Figure 46.

Figure 46

When the user has provided all required information on the screen, click the “Save Project” 

button at the bottom left of the screen, as shown in Figure 47

Figure 47
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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Required Data -- ERA2 Affordable Rental Housing Project(s)

All ERA2 Recipients that initiate an ERA2 Affordable Rental Housing Project must create a 

record for that project on the Project Overview tab.

Remember, the Recipient must create separate records for each ERA2 Affordable Rental 

Housing Project it initiates. Each ERA2 Affordable Rental Housing development funded in 

whole or in part with ERA2 funds is a separate project, and as such, grantees that use ERA2 

funds to support multiple such housing developments will report each of them as a separate 

ERA2 Affordable Housing Development Project.

To set up a new ERA2 Affordable Housing Development Project record, the user must click 

the “Add Project” button on the top left section of the My Projects Dashboard as shown in 

Figure 48.

Figure 48

Clicking on the “Add Project” button will display the “Add Project” pop-up screen as shown in 

Figure 49.

Figure 49
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

32

The field at the top of the “Add Project” pop-up screen is the “ERA Project Category” field, 

which is a dropdown list. Users should select “Affordable Housing” from the dropdown list as 

shown on Figure 50.

Figure 50

When Affordable Housing is selected under “ERA Project Category”, the Project Pop-Up will 

display 32 required data fields describing the ERA2 Affordable Rental Housing Project as 

shown below.

ERA2 Recipients must provide the following information about their ERA2 Affordable Rental 

Housing Project(s)

Project Name. Input the name of the ERA2 Emergency Rental Assistance Project in the 

data field as shown on Figure 51

Figure 51

Recipient Project ID. Input the Project ID developed by the ERA2 Recipient in the data field 

as shown in Figure 52. Please make certain the Project ID for the Recipient’s ERA2 

Emergency Rental Assistance Project is different from the ID used for other ERA2 and ERA1 

projects.

Figure 52

Total Cumulative Obligations for this Project. Enter the total dollar value of obligations 

made by the Recipient under this ERA2 Affordable Rental Housing project from the initiation 

of the project through the end of the current reporting period as shown in Figure 53.

Figure 53
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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Total Cumulative Expenditures for this Project. Enter the total dollar value of expenditures 

for this ERA2 Affordable Rental Housing project from the initiation of the project through the 

end of the current reporting period as shown in Figure 54.

Figure 54

Current Period Obligations for this Project. Enter the amount of obligations the ERA2 

Recipient made in the current reporting period for this ERA2 Affordable Rental Housing project 

as shown in Figure 55.

Figure 55

Current Period Expenditures for this Project. Enter the amount of expenditures the ERA2 

Recipient and its subrecipients made in the current reporting period for this ERA2 Affordable 

Rental Housing project as shown in Figure 56.

Figure 56

Project Description. Users must provide a brief narrative description of the project (minimum 

of 300 and maximum of 500 words). Please describe how this funding fulfills a specific need 

within the community supports “affordable rental housing purposes” as specified in FAQ46 

and integrates with other program resources and/or funds to provide services, and so forth.

See Figure 57.

Figure 57

Status to Completion. Select from the drop-down list to identify the ERA2 Recipient’s 

estimate of the status of this ERA2 Affordable Rental Housing Project. The selection options 

are: Not Started; Completed Less than 50%: Completed 50% or More; Completed; 

Cancelled, as shown in Figure 58.

Figure 58
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

34

Obligations and Expenditures Through Q4 2022. Users are asked to report the cumulative 

amount of ERA2 funds the ERA2 Recipient had obligated and expended for this ERA2 

Affordable Rental Housing project as of the end of Quarter 4 2022. Please enter “0” is no funds 

had been obligated / expended by that time. Once this data is entered on a quarterly report it 

will carry forward and appear on future quarterly reports. See Figure 59.

Figure 59

Project Zip code. Please input the zip code for the physical location of the housing 

development project that comprises this ERA2 Affordable Rental Housing Project, as shown 

in Figure 60.

Figure 60

Project Address. Please input the physical address of the housing development that 

comprises this ERA2 Affordable Rental Housing Project, as shown on Figure 61.

Figure 61

Select a Primary Use of Funds. The uses of ERA2 funds for this ERA2 Affordable Rental

Housing Project must align with allowed uses of Federal funds under at least one of the 

Federal programs listed on the dropdown list for this question. Users must identity the 

primary Federal program from the dropdown list. See Figure 62. The options are: 

Low-Income Housing Tax Credit (Treasury);

HOME Investment Partnerships Program (U.S. Department of Housing and Urban 

Development (HUD)) 

HOME-ARP Program (HUD) 

Housing Trust Fund Program (HUD) 

Public Housing Capital Fund (HUD) 

Indian Housing Block Grant Program (HUD) 

Section 202 Supportive Housing for the Elderly (HUD) 

Section 811 Supportive Housing for Persons with Disabilities (HUD) 

Farm Labor Housing Direct Loans and Grants (U.S. Department of Agriculture (USDA)) 

Multifamily Preservation and Revitalization Program (USDA
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting 

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Figure 62

Besides ERA2, other Federal Program Funds Used for this Project. Users must select 

one or more additional Federal program(s), if any, used together with the ERA2 funds for this 

ERA2 Affordable Rental Housing Project. Users should select one or more of the federal 

programs listed in the “Available” box and move them into the “Chosen” box on-screen as 

shown in Figure 63. 

Figure 63

Is the grantee complying with the program regulations and other requirements of the 

federal program(s) noted above? Users must indicate whether the ERA2 grantee is in full 

compliance with the regulations and other requirements of the Federal program with which the 

ERA2 funds are aligned (as noted in the question above). Users must select from the 

dropdown list. The selection options are: Yes and No. See Figure 64.

Figure 64

Estimate Total Development Cost. Users must provide the total estimated cost of the 

affordable rental housing project (dollar amount). ERA2 Recipients should update this 

estimate each reporting period to account for changes in cost projections. See Figure 65. 

Figure 65

Estimated portion of total development cost of the ERA2 Affordable Rental Housing 

project attributable to affordable rental housing. Users must provide the overall 

estimated cost of this project to be used for affordable rental housing. ERA2 Recipients 

should update this estimate each reporting period to account for changes in cost projections.

See Figure 66. 
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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Figure 66

Units serving very low-income families. Users must provide the number of units in this 

affordable rental housing project designated for very low-income families. The term “Lowincome families” is defined as families whose incomes do not exceed 50 percent of the median 

area family income. See Figure 67

Figure 67

Estimated start of service of the project. Users must use the calendar feature available on 

the screen to identify the estimated start of service date for this ERA2 Affordable Rental 

Housing project. See the regulations for the Federal program with which the uses of ERA2 

funds are aligned to determine what constitutes the “start of service.” For projects that 

predated the ERA2 Recipient’s contribution of ERA2 funds, please note the start of service for 

the specific ERA2-funded units. See Figure 68.

Figure 68

Date of first ERA2 expenditure on project. Users must use the calendar feature available 

on the screen to identify the date the ERA2 Recipient’s first expenditure of ERA2 funds for this 

ERA2 Affordable Rental Housing Project. Please use the definition of expenditure for the 

Federal program with which the uses of ERA2 funds are aligned to determine this date. If the 

program does not specify, the ERA2 Recipient should use its internal accounting mechanisms 

to determine its first expenditure. See Figure 69

Figure 69

Sources and Amounts of Non-ERA2 Funding for Project. Users must provide the name(s) 

of all sources of non-ERA2 funds used for this affordable rental housing project and the 

amount(s) provided by each source. Sources of funds may include, for example, the ERA2 

Recipient’s own budget; funds provided through other federal, state, or local housing 

programs; funds provided through nongovernmental entities; and private investments. ERA2 

Recipients should update this estimate each reporting period to account for changes. The 

portal displays 10 pairs of “Source” and “Amount” fields. The “Source” text box can be enlarged 

to accommodate several sentences if needed. Figures xxx below shows an example of one 

pair. See Figure 70.

Figure 70
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

37

Funding Mechanism Used. Recipients must list the financial instrument used to fund the 

affordable rental housing with ERA2 funds. Users must identify one or more financial 

instrument(s) that has been or will be used for this ERA2 Affordable Rental Housing project. 

Select from the dropdown list. The selection options are Loans [including no-interest loans 

and deferred-payment loans]; Interest Subsidies; Grants; Other financial arrangements. See 

Figure 71.

Figure 71

Whether the ERA2 funds are used as gap funding for an existing project. Users must 

indicate whether the ERA2 funds are being / will be used as gap funding for an affordable 

rental housing project that was in existence prior to October 2022. Select from the dropdown 

list. The selection options are: Yes; No. See Figure 72.

Figure 72

Type of project. The ERA2 Recipient must select the category that most accurately describes 

the predominant objective of the affordable rental housing project. Users must select the 

category that most accurately describes the predominant objective of this affordable rental 

housing project from the dropdown list. If the user selects, “other” please provide a brief 

explanation. The selection options are Rehabilitation; Construction; Preservation; Operation; 

Other. See Figure 73.

Figure 73

Total number of rental units in project. The user most provide the total number of rental 

units planned for this ERA2 Affordable Rental Housing project. ERA2 Recipients should 

update this estimate each reporting period to account for changes. See Figure 74.

Figure 74

Number of rental units funded by ERA2. Users must provide the total number of rental units 

planned to be supported with ERA2 funds as part of this affordable rental housing project. 

ERA2 Recipients should update this estimate each reporting period to account for changes.

See Figure 75.
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting 

38

Figure 75

Description of income limitation on rental units funded by ERA2. Users must provide a 

brief narrative description of current income requirements for tenants of the ERA2-funded 

rental units in this ERA2 Affordable Rental Housing project as of the end of the reporting 

period. ERA2 Recipients should update the response in subsequent reporting periods as 

needed. The text box can be enlarged to accommodate several sentences if needed. See 

Figure 76.

Figure 76

Description of income restrictions on non-ERA2 funded rental units. Users must 

provide a brief narrative description of current income requirements for tenants of the nonERA2-funded rental units (if any) in this affordable rental housing project as of the end of the 

reporting period. ERA2 Recipients should update the response in subsequent reporting 

periods as needed. The text box can be enlarged to accommodate several sentences if 

needed. See Figure 77.

Figure 77

Development Partners (if any). Users must provide the names of all entities that are/will be 

collaborating with the ERA2 Recipient on this affordable rental housing project as of the end 

of the reporting period. The text box can be enlarged to accommodate several sentences if 

needed. See Figure 78.

Figure 78
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

39

Are programs limited to specific populations (e.g., elderly, domestic violence survivors, 

etc.)? Describe. If this affordable rental housing project is limited to specific tenant 

populations, please list the specific populations as of the end of the reporting period. See 

Figure 79.

Figure 79

Period of legally enforceable income limitations for ERA2-funded rental units. Users 

must provide the duration (in years and months, such as “10 years and 6 months” or “5 years”) 

of the income requirements/limitations for tenants of ERA2-funded rental units in this 

affordable rental housing project. See Figure 80.

Figure 80

Period of legally enforceable income limitations for any non-ERA2 funded rental units.

Users must provide the duration (in years and months, such as “10 years and 6 months” or “5 

years”) of the income requirements/limitations for tenants of ERA2-funded rental units in this 

affordable rental housing project. See Figure 81.

Figure 81

When the user has provided all required information on the screen, they should click the 

“Add Project” button at the bottom left of the screen, as shown in Figure 82.

Figure 82
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

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Required Data -- Recipient’s ERA2 Eviction Prevention Project(s)

All ERA2 Recipients that initiate an ERA2 Eviction Prevention Project must create a record for 

that project on the Project Overview tab. The Recipient must create separate records for each 

ERA2 Eviction Prevention Project it initiates.

To set up a new ERA2 Eviction Prevention Project, the user must click the “Add Project” button 

on the top left section of the My Projects Dashboard as shown in Figure 83.

Figure 83

Clicking on the “Add Project” button will display the “Add Project” pop-up screen as shown in 

Figure 84.

Figure 84
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting

41

The field at the top of the “Add Project” pop-up screen is the “ERA Project Category” field, 

which is a dropdown list. Users should select “Eviction Prevention” from the dropdown list as 

shown on Figure 85

Figure 85

When the “Eviction Prevention” is selected, the Add Project Pop-Up will display a series of 17 

required data fields about the status of the ERA2 Eviction Prevention Project as shown below.

ERA2 Recipients must provide the following information about their ERA2 Eviction Prevention 

Project(s). 

Project Name. Input the name of the ERA2 Eviction Prevention Project in the data field as 

shown on Figure 86.

Figure 86

Recipient Project ID. Input the Project ID developed by the ERA2 Recipient in the data field 

as shown in Figure 87. Please make certain the Project ID for the Recipient’s ERA2 Eviction 

Prevention Project is unique to the specific project (different from other ERA1 & ERA2 project 

IDs).

Figure 87

Total Cumulative Obligations for this Project. Enter the total dollar value of obligations 

made by the Recipient under this ERA2 Eviction Prevention Project from the initiation of the 

project through the end of the current reporting period as shown in Figure 88.

Figure 88
Emergency Rental Assistance (ERA2) Program

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42

Total Cumulative Expenditures for this Project. Enter the total dollar value of expenditures 

for this ERA2 Eviction Prevention Project from the initiation of the project through the end of 

the current reporting period as shown in Figure 89.

Figure 89

Current Period Obligations for this Project. Enter the amount of obligations the ERA2 

Recipient made in the current reporting period for this ERA2 Eviction Prevention Project as 

shown in Figure 90.

Figure 90

Current Period Expenditures for this Project. Enter the amount of expenditures ERA2 

Recipient and its subrecipients made in the current reporting period for this ERA2 Eviction 

Prevention Project as shown in Figure 91.

Figure 91

Project Description. Provide a brief narrative description of this ERA2 Eviction Prevention 

project (minimum of 300 words and maximum of 500 words). Please describe how this funding 

fulfills a specific need within the community, supports broader eviction prevention and housing 

stability initiatives as specified in FAQ46, integrates with other program resources and/or funds 

to provide services, and so forth. The text box can be enlarged to accommodate several 

sentences if needed. See Figure 92.

Figure 92

Status to Completion. Select the most accurate status descriptor for this ERA2 eviction 

prevention project. The options are: Not Started, Completed Less than 50%; Completed 50% 

or More; Completed; Cancelled. See Figure 93.

Figure 93
Emergency Rental Assistance (ERA2) Program

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43

Obligations and Expenditures Through Q4 2022. Users are asked to report the cumulative 

amount of ERA2 funds the ERA2 Recipient had obligated and expended for this ERA2 Eviction 

Prevention Project. Please enter “0” is no funds had been obligated / expended by that time.

Once this data is entered on a quarterly report it will carry forward and appear on future 

quarterly reports. See Figure 94.

Figure 94

Is this ERA2 Evection Project an existing prevention program previously funded under 

the housing stability services provision of ERA2? Select from the dropdown list. The 

selection options are: Yes and No. See Figure 95.

Figure 95

Number of unique households that received their initial Eviction Prevention Services 

under this project during the current reporting period. Please enter the total number of 

unique households that received their first eviction prevention services under this ERA2 

Eviction Prevention Project in the current reporting period. In determining the total number of 

unique households receiving this assistance, count any household only one time, even if the 

household received the services more than once in the reporting period. See Figure 96.

Figure 96

Number of unique households that received Eviction Prevention Services under this 

project cumulatively from award date through the end of the reporting period. Enter the 

cumulative number of households received any amount of eviction prevention services under 

this ERA2 project from the initiation of this project through the end oof the current reporting 

period. In determining the cumulative total, count any household only one time, even if the 

household received services more than once. See Figure 97.

Figure 97

Less than 30% of area median income. Enter the cumulative number of households that 

received any amount of eviction prevention services under this ERA2 project from the initiation 

of this project through the end of the current reporting period, with household incomes less 
Emergency Rental Assistance (ERA2) Program

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44

than 30% of area median income. In determining the cumulative total, count any household 

only one time, even if the household received services more than once. See Figure 98.

Figure 98

Between 30 and 50% of area median income. Enter the cumulative number of households 

that received any amount of eviction prevention services under this ERA2 project from the 

initiation of this project through the end of the current reporting period, with household incomes 

between 30% and 50% of area median income. In determining the cumulative total, count any 

household only one time, even if the household received services more than once. See Figure 

99.

Figure 99

Between 50 and 80% of area median income. Enter the cumulative number of households 

that received any amount of eviction prevention services under this ERA2 project from the 

initiation of this project through the end of the current reporting period, with household incomes 

between 50% and 80% of area median income. In determining the cumulative total, count any 

household only one time, even if the household received services more than once. See Figure 

100.

Figure 100

Total amount of ERA funds for Eviction Prevention Services paid to or for participant 

households under this project. Enter the cumulative total amount of ERA2 funds the grantee 

and/or its subrecipients and contractors, as applicable, expended (paid) to participant 

households under this ERA2 eviction prevention project from the initiation of this project 

through the end of the current reporting period. See Figure 101.

Figure 101

When the user has provided all required information on the screen, click the “Save Project” 

button at the bottom left of the screen, as shown in Figure 102

Figure 102
Emergency Rental Assistance (ERA2) Program

User Guide - Treasury’s Portal for ERA2 Recipient Reporting 

45

Section V. Subrecipients, Contractors, and Beneficiaries Tab

In this Tab, users report details about all entities (Subrecipients, Contractors and Beneficiaries 

(other than beneficiaries who are individual tenants or individual/small business landlords)) to 

which the ERA2 Recipient obligated $30,000 or more as of the end of the reporting period.

Please refer to “Subrecipients, Contractors, and Payee (Beneficiaries) Tab” in the ERA2 

Reporting Guidance for additional information. 

The tab consists of two segments: a) Subrecipient Information and b) My Subrecipients 

(Subaward, Contract and Direct Payment). 

Subrecipients, Contractors and Beneficiaries Information

ERA2 recipients use the Subrecipients, Contractors and Beneficiaries tab to either manually 

input or bulk upload data on entities that were established in the quarter as the Recipient’s 

subrecipients, contractors or beneficiaries. For bulk upload instructions specific to this 

submodule, see Appendix A – Bulk Upload Overview. 

Users can download bulk file Template #1 for use in submitting the required data via bulk file 

upload. When ready to submit the data in your bulk upload file, use the Upload complete 

Template #1 button (see Figure 103). 

Figure 103 

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

subrecipient, contractor or beneficiary profiles must be completed prior to 

beginning the data entry for the subawards, contracts or direct payments. 

Users that manually input the records for the entities that initially became the ERA2 Recipient’s 

Subrecipient, Contractors or Beneficiary in the quarter should follow the instructions below.

If the user is making a profile record for a new Subrecipient, Contractor or 

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

Figure 104). All starred information is required. All Subrecipients must include 

the entity’s UEI number. Contractor and Beneficiary records must include either 

the UEI or TIN.

All new records entered must also provide the “Entity Type.” This is the role of 

the entity, such as Subrecipient, Contractor, or Beneficiary.
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As the user enters information about each Subrecipient, Contractor and 

Beneficiary, the list at the bottom of the page will populate with key 

information for each record. Subrecipient, Contractor and Beneficiary 

information entered in past quarterly reports will carry over from quarter to 

quarter. Please do not create duplicate records.

When all Subrecipient, Contractor and Beneficiary profile record information is 

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

Figure 104
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Figure 105 

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

records

Users can update a Subrecipient, Contractor or Beneficiary record when the portal is 

accessible in any reporting period. However, users can delete a record of this kind 

only in the reporting period when the record was initially created and must perform 

the deletion before certifying and submitting the quarterly report. 

To revise a record at any time, including in the quarterly report where it was initially created, 

users can identify the record from the on-screen list of subrecipient records. Click the 

corresponding “eye” button to open the pop-up window that displays the record details, then 

edit any of the fields shown on screen. Once the revisions have been made use the “Save 

Subrecipient” button (See Figure 106) to update and save the revised data.

To delete the entire record before submitting the quarterly report where the record was 

initially created by using the “Delete Subrecipient” button (See Figure 106). 

Note the “Delete Subrecipient” button shown in Figure 106 is not available after the ERA2 

Recipient submits the quarterly report in which the record was initially created.

Figure 106
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Section VI. Recipient’s Subawards, Contracts and Direct Payments 

Tab

Use the Subaward, Contracts, and Direct Payments tab to enter required information about

all ERA2 obligations valued at $30,000 or more (in the form of subawards, contracts and 

direct payments) created by the ERA2 Recipient in the quarterly reporting period. 

By entering the required details about any obligations made in the quarterly reporting period, 

the information will be maintained in the portal’s database and users will be able to review 

the details and report associated expenditures in the current and future quarterly reports. 

Please refer to the ERA2 Reporting Guidance for additional information on required 

information about reporting details of obligations made in the form of subawards, contracts 

and direct payments. 

Subaward, Contract, and Direct Payment Information 

ERA2 Recipients can use either manual entry or bulk upload to provide required information 

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

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

and use the upload button (see Figure 107). 

Figure 107

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

Subrecipient, Contractor, Beneficiary bulk upload is completed. 

Users that choose to manually 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. Valid selections 

are listed in blue font below two data elements in Figure 108 below. 
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Figure 108

Figure 109

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

Subrecipient, Contractor or Beneficiary Entity text box (see Figure 108) 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 109).
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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 109).

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

Expenditures tab.

Figure 109

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

1. Please use the search box shown in Figure 109 to search for specific

subrecipient, contractor or beneficiary records.

2. Users can use the “Download My Subawards List” button shown in Figure 109

to download as Excel file that lists your subrecipient, contractor and beneficiary 

records.

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

verification on the previously submitted information. Use this process to identify 

any records that require updates. Users can also use this process to download 

past and current quarter data for recordkeeping.

4. Alternatively, use the “eye” symbol in Figure 109 to view subrecipient, 

contractor and beneficiary records online. Figure 110 displays a view of the 

information that will be shown on-screen when clicking the “eye” symbol.
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Figure 110

5. Update and Revise subaward, contract and direct payments records by editing 

any of the fields shown on the “Subaward” pop-up screen and using the “Save 

Subaward” button (see Figure 110). However, the “Grey” fields cannot be 

updated/changed. These include the ERA2 Project name, the Subaward Number; 

and the Treasury Subaward ID.

6. Note the “Delete Subrecipient” button shown in the figure above is not available 

after the ERA2 Recipient submits the quarterly report in which the record was 

initially created.

7. Subawards cannot be deleted completely after the quarterly report in which they 

were initially created has been certified and submitted, as noted above. 

Nevertheless, much information about a Subaward can be revised (including 

zeroing out ($0.00) the Subaward amount).

8. The “Narrative” box will appear only when a user edits a subaward record that 

was created in a previous quarter. Users should add notes under “Narrative” 

describing the changes made to the record before saving.
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Section V. Expenditures Tab

ERA2 grantees must report all expenditures made in the reporting period as part of each 

quarterly report. Please refer to the ERA2 Reporting Guidance for additional clarification on 

the Expenditures tab. 

Expenditures reporting is categorized into three groups: 

(1) Expenditures Associated with the ERA2 Recipient’s Subawards, Contracts and 

Direct Payments for which it had obligated $30,000 or More. 

(2) Total of all Obligations and Total of all Expenditures Associated with the ERA2 

Recipient’s Subawards, Contracts and Direct Payments for which it has obligated Less 

than $30,000; and 

(3) The ERA2 Recipient’s Obligations and Expenditures (Payments) to Individuals

(Beneficiaries). 

Like other tabs, the Expenditures reporting tab allows users to enter data manually or leverage 

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

– Bulk Upload Overview. Users can download the unique bulk templates for each of the three 

groups listed above using the provided link. (See Figure 111 for the first of three templates on 

the page.) 

Figure 111

Users that manually enter data should follow the steps below. 

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

Direct Payments Valued at $30,000 or More (See Figure 112.) 

Select the ERA2 Project from the dropdown list. Note, the default project is the 

ERA2 recipient’s Emergency Rental Assistance Project. If the recipient has 

established an ERA2 Affordable Rental Housing Project(s) or an ERA2 Eviction 

Prevention Project(s) (on the Project Overview Tab), those projects will appear 

on the drop-down list as well. Users should take care to associate each 

expenditure with the correct ERA2 Project.

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. 

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

Amount. 

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

There is a text box to provide a narrative with details on any Administrative 

Costs. 
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Cumulative Expenditures to date are also shown on the screen (see Figure 

113).

Click the Create Expenditures button to submit the expenditure record. Repeat 

Steps 1 through 5 to report additional expenditures. The submitted information 

will appear in an on-screen list immediately below the section. Proceed to the 

next segment once all expenditures are reported. 

Figure 112

Figure 113
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Note on Reporting Administrative Costs

ERA2 Recipients may create a “Subrecipient” or “Contractor” record for 

itself to record and track administrative expenses. To do so, the user 

should also create “subaward” or “contract” records to obligate ERA2 

funds for administrative expenses, and also report administrative cost 

expenditures on the Expenditures Tab.

Alternatively, a user may use the default portal function that allows 

ERA2 Recipients to report any Administrative Costs incurred by the 

ERA2 Recipient (recipient-level) which are not associated with a 

subaward or contract for which the grantee had obligated less than 

$30,000.

To use this portal function 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.

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.

• Amount of Obligations Made in the Quarter and Amount of Expenditures Made 

in the Quarter Associated with the ERA2 Recipient’s Subawards, Contracts and 

Direct Payments for which the ERA2 Recipient had Obligated Less than $30,000 

(See Figure 114.)

1. Enter the Total Amount of Obligations and Expenditures in the Quarter . 

Users may enter “0” (zero) where appropriate.

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

Payment Type from the drop-down picklist. 

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

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

need to be repeated up to 21 times (for 7 Expenditure Category types and 3 

Aggregate Payment types). 
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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 in this category, and Cumulative Obligations in this 

category from award date through the end of the reporting period will be 

displayed (based on the sum of all records reported in this section). These 

fields are automatically calculated and displayed in the middle of the subsection 

(see Figure115).

6. Proceed to the next segment of the Expenditures Tab once all obligations and 

expenditures made in the quarter are reported. 

Figure 114
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Figure 115 

• ERA2 Recipient Expenditures (Payments) to Individuals (See Figure 116.)

1. Enter the Total Amount Expended and Total Amount Obligated for payment to 

individuals in the reporting quarter.

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 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 quarterly 

obligations and quarterly expenditures to individuals in tabular format. Please 

see Appendix C for a sample of the table. The sample may be particularly 

helpful for Recipients who manually key-in these data points.

5. Cumulative Expenditures and Cumulative Obligations displays the sum of all 

records reported in this section from award date through the end of the 

reporting period. These fields are automatically calculated and displayed at the 

bottom of the subsection (see Figure 117).
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Figure 116 

Figure 117 
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• Expenditure search functionality 

Users can search for expenditures entered in the current reporting period and for those 

submitted in prior periods. Users can filter the expenditures by report quarter and year.

Users can download a complete list of expenditure records submitted in reports submitted 

since the beginning of the ERA2 program (see Figure 118). 

Figure 118 

• Update/Delete Expenditure Records

1. The user can only delete Expenditure Records it created in the current reporting 

period. That is, an Expenditure Records cannot be deleted once the report in 

which it was initially created is certified and submitted.

2. ERA2 Recipients are not able to update or delete expenditure records after the 

quarterly report in which they are initially created has been submitted.

3. To adjust previously reported expenditure records, the ERA2 User should 

create a new expenditure record associated with the subaward that needs to 

be updated. For example, if the Recipient previously reported expending 

$100,000 under a subaward but later realized the expenditure amount was 

$110,000, the Recipient should create a new expenditure record associated 

with the subaward, in the amount of $10,000.

Click the Next button on the navigation bar to advance to the next section. 
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Section VII. Emergency Rental Assistance Project Data and 

Participant Demographics Tab

ERA2 Recipients use this tab to report their ERA2 Emergency Rental Assistance Project data 

and related participant demographic information. (No data on Affordable Rental Housing or 

Eviction Prevention is reported on this tab)

Unless otherwise noted, each ERA2 Recipient must report cumulative information from the 

date of award through the end of the reporting period for each measure and data element on 

this tab. For certain data elements, ERA2 Recipients must also report cumulative information 

by race, ethnicity, and gender of the primary applicant for assistance in the household. Please 

refer to the ERA2 Reporting Guidance for additional information on the reporting requirements. 

Starting with the Q3 2023 quarterly report, all ERA2 Recipients must report project data and 

demographic data as reported on earlier quarterly reports by manually inputting the 

information in four on-screen tables as described below. 

Starting with Table 1 on this tab, please populate the four tables with cumulative data from the 

date of ERA2 award through the end of the reporting period.

For Tables 1, 2 and 3, users must report cumulative disaggregated demographic information 

for each question. The portal will sum the inputted disaggregated information and display the 

total for each demographic category (Race, Ethnicity, and Gender) in each column. 

Manually enter each data element as a whole number or zero (no negative numbers, 

decimals, or fractions). Users must provide a response for each field. For any data fields that 

do not apply, please enter “0.”

After entering or editing the required data in each table (and inputting zeros where there is 

no data), click the SAVE button immediately below the table before moving to the next table.

Table 1 – Number of Unique Households

On Table 1, users must provide cumulative disaggregated demographic information for the 

two questions shown on the table. The information must be disaggregated by race, ethnicity 

and gender as shown below. The portal will sum the inputted disaggregated information and 

display the total for each demographic category (Race, Ethnicity, and Gender) in each column. 

Column 1A. Applications Submitted, is defined as “Number of unique households that 

completed and submitted an application for ERA2 Emergency Rental Assistance 

cumulatively from award date through the end of the reporting period. 

• Please enter the cumulative number of unique households that completed and 

submitted an ERA2 Emergency Rental Assistance application from award date 

through the end of the reporting period, broken out by race, ethnicity, and gender of 

the head of household. 

Column 1B. Households Receiving Initial Assistance in the Quarter, is defined as 

“Number of unique households that received their initial ERA2 assistance in the current 

quarterly reporting period.
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• Please enter the total number of unique households that received their initial ERA2 

Emergency Rental Assistance in the current quarterly reporting period broken out by 

race, ethnicity, and gender.

To enter data on Table 1, click on the pencil icon to open the text box to enter your data. You 

must enter a number greater than or equal to zero “0” for each item. Please enter a zero “0” 

to represent none.

First enter responses for all categories in the Question 1A column and next enter responses 

for each disaggregated data category in the Question 1B column. 

When complete with no error flags, click the “Save” button and go on to Table 2. 

Table 1
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Data Validations on Table 1

The portal has built-in verifications to ensure the data entered in Table 1 is complete and 

logically consistent within the three categories, within each column, and across the columns. 

Example 1: The portal will alert the grantee of a reporting error if the user enters figures 

(such as 100) in Question 1A for the number of Males who submitted an application and

enters a larger figure (such as 1,000) in Question 1B for the number of Males who received 

assistance for the first time in the quarter.

In this example, it is not logically possible that a total of 100 unique Males submitted 

applications while a total of 1,000 unique Males received assistance in the quarter. The 

number who received assistance cannot be larger than the number who submitted an 

application. When the portal displays a flag, it will indicate the rows that appear to contain 

inconsistent data. The user should review the inputted information and make revisions as 

needed.

In addition, Table 1 requires that the totals for each column displayed in the dark-shaded rows 

labeled “Race Category Total,” “Ethnicity Category Total,” and “Gender Category Total” must 

be equal. 

Finally, users must complete each field on Table 1. Please enter zero “0” in any field where 

there is no data to report. 
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Table 2 – Number of Households by Assistance Type

On Table 2, users must provide cumulative disaggregated demographic information for the six 

questions shown on the table. The information must be disaggregated by race, ethnicity and 

gender as shown below. The portal will sum the inputted disaggregated information and 

display the total for each demographic category (Race, Ethnicity, and Gender) in each column. 

Column 2A. Cumulative Number of Households Receiving ERA2 Assistance, which is 

the “Number of unique households that received ERA2 Emergency Rental Assistance 

cumulatively from award date through the end of the reporting period.”

• Please enter the cumulative number of unique households that received ERA2 

Emergency Rental Assistance of any type from award date through the end of the 

reporting period, broken out by race, ethnicity, and gender of the head of household.

Columns 2B, 2C, 2D, 2E and 2F. Cumulative Number of Households Receiving Each 

Type of ERA2 Rental Assistance from award date through the end of the reporting 

period. 

• Please enter the cumulative number of unique households that received each type of 

ERA2 Emergency Rental Assistance (Rent, Rental Arrears, Utilities/Home Energy, 

Utilities/Home Energy Arrears, and Other Expenses Related to Housing) from award 

date through the end of the reporting period, broken out by race, ethnicity, and 

gender of the head of household.

As with Table 1, to enter data on Table 2, click on the pencil icon to open a small text box 

where you can enter whole numbers. Users must enter a numeral for each item. Please enter 

a zero “0” to represent none.

Users must enter responses for all categories under Columns 2A – 2F including each 

disaggregated data category sequentially, starting with the item in Column 2A.

When Table 2 is complete, click ‘Save’, before proceeding to Table 3. 
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Table 2
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Data Validations on Table 2

Like Table 1, the portal has built-in verifications to ensure the data entered in Table 2 is 

complete and logically consistent. Please see the following examples.

Example 1: The portal will alert the grantee and prohibit submission of values for any 

demographic segment (race, ethnicity, and gender) on Table 2, Question 2A that is greater 

than the values inputted for the demographic segments on Table 1, Question 1A. 

This data validation check is ensuring that the figures reported for Question 1A (cumulative 

number of unique households that had submitted an application) is not less than the figures 

reported for Question 2A (cumulative number of households that had received assistance from 

the award date through the end of the reporting period. 

Example 2: The portal will display an error if the total for any demographic segment (race, 

ethnicity, and gender) entered under Question 2A (cumulative number of households in that 

demographic segment who received any form of assistance from award date through the end 

of the reporting period) is less than an entry in any of the demographic segments (rows) in

Columns 2B, 2C, 2D, 2E and 2F. 

For example, if a recipient reports that 100 unique Hispanic or Latino households received 

any form of assistance between award date and the end of the reporting period (by inputting 

100 in Column 2A, row 10) and the recipient also reports that 150 unique Hispanic or Latino 

households received rental assistance (by inputting 150 in Column 2B, Row 10), that would 

be a violation of the validation rule. That is, the number who received rental assistance cannot 

be larger than the number who receive all forms of assistance. 

When entering data in Table 2, users should make certain that for each column, the amounts 

displayed in the dark-shaded rows labeled “Race Category Total,” “Ethnicity Category Total,” 

and “Gender Category Total” are equal. 

Finally, users must complete each field on Table 2. Please enter zero “0” in any field where 

there is no data to report. 
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Table 3 – Number of Households by Income and Other Eligibility 

Methods

On Table 3, users must provide cumulative disaggregated demographic information for the six

questions shown on the table. The information must be disaggregated by race, ethnicity and 

gender as shown below. The portal will sum the inputted disaggregated information and 

display the total for each demographic category (Race, Ethnicity, and Gender) in each column. 

Columns 3A, 3B and 3C. Cumulative Number of Households that Received ERA2 

Emergency Rental Assistance of any type by income level, defined as “Cumulative 

Number with Household Income of less than 30% of Area Median Income;” “Cumulative 

Number with Household income of between 30% and 50% of Area Median Income;” and 

“Cumulative Number of Households with Incomes of between 50% and 80% of Area Median 

Income.”

• Please enter the cumulative number of unique households that received ERA2 

Emergency Rental Assistance of any type from award date through the end of the 

reporting period broken out by income level, with each level disaggregated by race, 

ethnicity, and gender of the head of household.

Column 3D. Household Eligibility Based on Eligibility for other Federal Benefits. Users 

must enter the “Cumulative Number of unique households whose income eligibility was 

determined based on their eligibility for other federal benefit programs.”

• Please enter the cumulative numbers (from award date through the end of the 

current reporting period)of unique households whose income eligibility was 

determined based on their eligibility for other federal benefit programs, disaggregated 

by race, ethnicity, and gender of the head of household.

Column 3E. Household Eligibility Determined using Fact-Based Proxy. Users must enter 

the “Number of unique households whose income eligibility was determined used a fact-based 

proxy.”

• Please enter the cumulative numbers of unique households (from award date through 

the end of the current reporting period) of unique households whose income eligibility 

was determined based on a fact-based proxy, disaggregated by race, ethnicity, and 

gender of the head of household.

Column 3F. Cumulative Amount of ERA2 Funds Paid to/for Participant Households.

Users must enter the “Total amount of ERA2 funds paid cumulatively from award date through 

the end of the reporting period to or for participant households.”

• Please enter the cumulative amounts of ERA2 funds paid to/for participant households 

from award date through the end of the reporting period, disaggregated by race, 

ethnicity, and gender of the head of household.
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Table 3

Like Tables 1 and 2, you must click on the pencil icon to open a small text box where you can 

enter whole figures. ERA2 Recipients must enter a figure for each item. Please enter a zero 

“0” to represent none.

Please enter responses for all categories under Columns 3A, 3B, 3C, 3D, 3E and 3F 

sequentially, including each disaggregated data category, starting with Column 3A.

When Table 3 is complete, click ‘Save’, before proceeding to Table 4.
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Data Validations on Table 3

Table 3 data validations ensure consistency for each demographic segment (race, ethnicity, 

and gender) on Questions 3A, 3B and 3C with the figures reported Table 2, Question 2A.

Specifically, the portal will indicate an error when the sum of amounts reported in Questions 

3A + 3B + 3C is greater than the amounts reported in corresponding segments as reported in 

Table 2, Column 2A.

Example: The total number of Asian households that received assistance (which is the sum 

of the number in each income category shown on Table 3, Columns 3A + 3B + 3C) cannot 

logically be greater than the cumulative number of Asian households that have received 

assistance from the ERA2 award date through the end of the current reporting period as 

reported on Table 2 Question 2A.

As on Tables 1 and 2, when entering data in Table 3, users should make certain that for each 

column, the amounts displayed in the dark-shaded rows labeled “Race Category Total,” 

“Ethnicity Category Total,” and “Gender Category Total” are equal. 

Finally, users must complete each field on Table 3. Please enter zero “0” in any field where 

there is no data to report. 
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TABLE 4 -- CUMULATIVE AMOUNTS OBLIGATED AND EXPENDED

In Table 4, ERA2 Recipients must enter cumulative amounts for six obligation and 

expenditure measures. 

The portal will pre-populate the following datapoint with the cumulative expenditure amount 

reported on the “Project Overview” tab dashboard. This information will be displayed as the 

first item on Table 4:

Total cumulative Expenditures for the Emergency Rental Assistance Project between 

date of receipt of the ERA2 award through the end of the current reporting period. 

Users must provide the following information:

Total dollar amount of ERA2 funds paid cumulatively from award date through the end 

of the reporting period to or for participant households. 

Users must input the cumulative dollar amount of ERA2 award funds paid under the ERA2 

Emergency Rental Assistance Project to or for participant households including payments for 

rent, rental arrears, utility/home energy costs, utility/home energy arrears, and other housing 

services and eligible expenses. Do not include amounts paid for housing stability services 

provided under this project. 

Total dollar amount of ERA2 fund paid (expended) for administrative expenses 

cumulatively from award date through the end of the reporting period. 

Users must input the total dollar amount of the ERA2 award the Recipient (and its 

subrecipients and contractors, as applicable) expended for administrative expenses under 

the ERA2 Emergency Rental Assistance Project cumulatively from award date through the 

end of the reporting period.

Total dollar amount of ERA2 funds obligated for administrative expenses cumulatively 

from award date through the end of the reporting period. 

Users must enter the dollar amount of the ERA2 award the Recipient (and its subrecipients 

and contractors, as applicable) has obligated for payment for administrative expenses under 

the ERA2 Emergency Rental Assistance Project cumulatively from award date through the 

end of the reporting period. The cumulative amount obligated should reflect the cumulative 

amount the Recipient has paid or agreed to pay for administrative expenses, as evidenced 

by a legally binding agreement or contract.

Total dollar amount of ERA2 award funds paid (expended) for housing stability 

services cumulatively from award date through the end of the reporting period. 

The user must input the total amount of the ERA2 award the Recipient (and its subrecipients 

and contractors) paid for housing stability services (including eviction prevention/diversion) 

under the ERA2 Emergency Rental Assistance Project cumulatively from award date 

through the end of the reporting period. Note, this should include only housing stability 

expenditures under the ERA2 Rental Assistance Project and exclude expenditures under 

any ERA2 Eviction Prevention Project(s).

Total dollar amount of ERA2 award funds obligated for housing stability services 

cumulatively from award date through the end of the reporting period. 

The user must input the total amount of the ERA2 award the recipient (and its subrecipients 

and contractors, as applicable) obligated for housing stability services (including eviction 

prevention/diversion) under the ERA2 Emergency Rental Assistance Project cumulatively 
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from award date through the end of the reporting period. Note, this should exclude 

obligations under any ERA2 Eviction Prevention Project(s).

Cumulative number of unique participant households that received housing stability 

services under the ERA2 Emergency Rental Assistance project from award date 

through the end of the reporting period.

Users must report the number of unique households that have received housing stability 

services directly from the Recipient or from any subrecipient(s) / contractor(s) under the 

ERA2 Emergency Rental Assistance Project. Do not include households that have received 

housing stability services under an ERA2 Eviction Prevention project only.

Note: At the top of Table 4, the portal will display the “Total Cumulative Expenditures for the 

ERA2 Emergency Rental Assistance Project” field that will be pre-populated with the amount 

the user entered as the cumulative expenditures for the ERA2 Emergency Rental Assistance 

Project on the “Project Overview Tab” dashboard (See Figure 30)

When complete, click the “Save” button. (See Figure 119.)

Figure 119

When ready, click the “Next” button to go to the Performance and Financial Reporting tab. 

(See Figure 120.)

Figure 120
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Data Validation on Table 4 

The portal has built-in verifications to ensure the data entered in Table 4 is accurate. Please 

see the following examples.

Example 1: The portal will raise a data validation error message if the sum of the three 

expenditure data points entered in is Table 4 (listed below) does not equal the total 

cumulative expenditures for the ERA2 Emergency Rental Assistance Project as shown on 

the “Project Overview Tab” dashboard. (Note, for reference, the total cumulative 

expenditures as shown on the “Project Overview Tab” dashboard is displayed at the top of 

the Table 4 screen.) 

The three expenditure data points are as follows:

Total dollar amount of ERA2 funds paid cumulatively from award date through the 

end of the reporting period to or for participant households.

Total dollar amount of ERA2 fund paid (expended) for administrative expenses 

cumulatively from award date through the end of the reporting period.

Total dollar amount of ERA2 award funds paid (expended) for housing stability 

services cumulatively from award date through the end of the reporting period. 

Example 2: The portal will raise a data validation error when the recipient reports that the 

total dollar amount of ERA2 funds paid (expended) for administrative expenses cumulatively 

from award date through the end of the reporting period is less than the cumulative amount 

obligated for administrative expenses.

Example 3: The portal will raise a data validation error when the recipient reports that the 

total dollar amount of ERA2 funds paid (expended) for housing stability services cumulatively 

from award date through the end of the reporting period is less than the cumulative amount 

obligated for housing stability services.
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Section VIII. Performance and Financial Reporting Tab

In this tab, you will report on the overall performance and financials and submit the required 

participant household payments data for the current reporting period for the ERA2 award 

overall (see Figure 121). Please refer to the ERA2 Reporting Guidance for additional 

clarification.

This tab includes four segments: 

a) Performance Narrative; 

b) Narrative on Effective Practices; 

c) Federal Financial Reporting; and 

d) Participant Household Payment Data File. 

Performance Narrative

Please provide a narrative (or revised previously submitted narratives) on the 

performance of the overall ERA2 activities relative to the outlined ERA2 goals and 

outcomes (see Figure 121). 

Provide a narrative that discusses the ERA2 activities relative to the goals. 

Address all the listed relevant points.

Alternatively, you can upload the performative narrative via the “Upload Files” 

functionality. For ease of tracking, please use the following naming 

convention: 

ERA2-XXXX_Performance_Narrative_Qx_20xx. 

Figure 121 

Narrative on Effective Practices

We encourage you to provide information on any practices you have used in 

administering the ERA2 award that you consider “effective practices” that may be 

helpful and shared with other ERA2 grantees. 
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Provide a brief explanation on any “effective practices” used when 

administering any aspect of the ERA2 award including any component ERA2 

Projects (see Figure 122). 

Alternatively, upload your effective practices narrative via the “Upload Files” 

functionality. For ease of tracking, please using the following standard file 

naming convention:

ERA2-XXXX_Effective_Practices_ Qx_20xx.

Figure 4
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c) Federal Financial Reporting 

ERA2 Recipients must provide the following data points (see Figure 123).

Near the top of the screen, the portal will display the current Total Award 

Amount, which will be prepopulated by the portal. On the example shown in 

Figures 123, the amount is shown as $1,000,000. ERA2 Recipients should 

review the amount for accuracy. 

ERA2 Recipients must report the following financial information for their entire 

ERA2 Award (Based on the sum of obligations and expenditures across 

rental assistance, affordable rental house, and eviction prevention projects):

• Cash Receipts (SF-425 Item 10a)

• Cash Disbursements (SF-425 Item 10b)

• Cash on Hand (SF-425 10c)

• Total Federal funds authorized (SF-425 Item 10d)

• Federal share of expenditures (SF-425 Item 10e)

• Federal share of unliquidated obligations (SF-425 Item 10f)

• Total Federal Share (Sum of SF-425 items 10e and 10f)

• Unobligated balance of Federal Funds (SF-425 Item 10d minus 10g)

• Current Quarter Obligations

• Current Quarter Expenditure
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Figure 123
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Participant Household Payment Data

All ERA2 Recipients must provide a Participant Household Payment Data File 

containing details on each payment made to each unique household that has received, 

either directly or indirectly, a payment of ERA2 funds from the subject ERA2 

Emergency Rental Assistance Project from date of receipt of the ERA2 award through 

the end of the reporting period. Please see the ERA2 Reporting Guidance for additional 

information.

ERA2 Recipients must use the bulk file upload capability to submit the required data. 

To upload a completed Participant Household Payment Data section, click the 

Upload Files icon (see Figure124) 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 use the following standard file naming convention:

PHPDF_ERA2-XXXX_Cumulative.csv

Figure 124
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Recipient Comments 

Users may use the Recipient Comments section to provide any information or 

comments to Treasury about data being reporting, technical issues encountered with 

the portal, or other aspects of the compliance reporting process. 

Recipients are encouraged to provide any information deemed necessary to further 

explain any data or narrative responses submitted in the quarterly report as well. 

Users can upload a file or use the provided text box to provide comments (see Figure 

125).

Figure 125 

Click the Save Performance and Financial Report button to record progress 

(see Figure 126).

Figures 126

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

module.

Figure 127
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Section IX. Report Certification and Submission Tab

The ERA2 Recipient’s designated Authorized Representative for Reporting (ARR) or ERA 

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

Report (see Figure 128).

If the ERA2 Point of Contact attempts to certify the submission, the report will be in “Draft” 

status until the ERA2 ARR or AA certifies through the portal.

The certification and submission process involves several steps.

First, the ERA2 ARR or AA must enter their name and contact information and click the “Certify

& Submit” button at the bottom of the screen to indicate their certification statement.

a) Review and agree to the following statement: 

Figure 128 
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When the ARR or AA certifies, a window will pop up to ensure the report is ready to be 

submitted. At that point, the ARR or AA should Click the “Certify & Submit” button (see 

Figure 129). 

Figure 129 

The portal will review the submitted form and, if there are no data validation issues, the 

portal will display a pop-up box indicating “Validate Success” as shown in Figure 81.

If the portal identifies errors, omissions, or inconsistencies at the time of your submission, a

“Submission Error” will appear and will list the issues to be revised / corrected in red (see 

Figure130). 

Figure130 

Address all errors and repeat the Certification and Submission to successfully submit the 

report. Certify and successfully submit your report. 

When the report is successfully submitted, the Quarterly Reporting process is complete.
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Validation of Cumulative Obligations and Cumulative Expenditures 

The Certification and Validation screen will display the ERA2 Recipient’s “Total Obligations” 

and “Total Expenditures” immediately above the blue box that shows the Submitting Official’s 

credentials, as highlighted by the red box in the screen snippet below.

Total Obligations and Total Expenditures as displayed on the Certification and Validation Screen

The “Total Obligations” amount is the cumulative amount of all ERA2 obligations made by the 

ERA2 Recipient from the date of receipt of award through the end of the reporting period, as 

reported in past and current quarterly reports. This includes all obligations as reported for all 

ERA2 Projects (rental assistance, affordable rental housing, and eviction prevention projects) 

administered by the ERA2 Recipient.

Similarly, the “Total Expenditures” amount is the cumulative amount of all ERA2 expenditures 

made by the ERA2 Recipient from the date of receipt of award through the end of the reporting 

period, as reported in past and current quarterly reports. This includes all expenditures as 

reported for all ERA2 Projects administered by the ERA2 Recipient.

These amounts are calculated by the portal based on information the ERA2 Recipient has 

reported on the “Recipient Subawards, Contracts and Direct Payments” tab and the 

“Expenditures” tab as follows:

Note: The amounts displayed on the Certification and Validation screen must equal the 

cumulative amounts displayed on the ERA2 Recipient’s My Project Dashboard on the Project 

Overview screen as shown below. The amounts displayed on the My Project Dashboard is 

the sum of cumulative obligation and expenditure amounts the ERA2 Recipient entered on the 

My Project Dashboard Pop-Up screens for each of its ERA2 Projects. 

(Continued on Next Page)
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As displayed on the Project Overview tab, My Projects Dashboard

If the amounts displayed on the Certification and Validation Page do not correctly reflect the 

ERA2 Recipient’s records the user should review the amounts reported as obligated and the 

amounts reported as expended on the “Recipient Subawards, Contracts and Direct Payments” 

tab and the “Expenditures” tabs. In addition, the User should ensure that the amounts reported 

on the Project Overview My Project Dashboard are correct and align with the ERA2 Recipient 

records.
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Appendix A – Bulk File Upload Overview

a) Purpose

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

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

and submitted to the ERA Treasury portal. A copy of each template can be downloaded 

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

Template #1 – Subrecipient, Contractor, Beneficiary Profile

(Template_1_ERA2_Subrecipient_Contractor_Beneficiary_Q3_2023.xls)

Template #2 - Subaward, Contract, Direct Payment Record 

(Template_2_ERA2_Subaward_Contract_Direct_Payment_Q3_2023.xls)

Template #3 - Reporting Expenditures associated with all Subawards, Contracts 

and Direct Payments valued at $30,000 or more 

(Template_3_ERA2_Recipient_Expend_Assoc_with_Its_Oblig_of_30k_or_More_Q3_202

3.xls)

Template #4 - Reporting Obligations and Expenditures associated with all 

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

Template_4_ERA2_Recipient_Expend_Assoc_with_Its_Oblig_of_Less_Than_30k_Q3_2

023.xls )

Template #5 - Reporting Recipient Obligation and Expenditures to Individuals 

(Template_5_ERA2_Recipient_Oblig_and_Expend_to_Individuals_Template_Q3_2023.xl

s)

Template #6 – This template is no longer used for ERA2 reporting

Template #7 - Participant Household Payment Data File 

(Template_7_ERA2_Participant_Household_Payment_Data_File_Template_Q3_2023.xl)

b) Template Descriptions

Each Tab or section in the portal provides a link to applicable bulk upload template. Each of 

the templates have the same structure as described below:

Row 1: Template Version

Row 2: Template Name

Row 3: Instructions: Brief description of the template constraints and download/upload 

guidance

Row 4: Field IDs: Column identifiers

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

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

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

system will not accept any record or allow the file to be uploaded.
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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, it is not required to add “,” to represent thousands or it is not 

required to add “$” 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 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 5 – Example Bulk Upload Template

c) Bulk Upload Template Download and Upload Steps

The Template download and upload process involves the following steps:

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

Open the template in Microsoft Excel.

Users should add data starting with row 8, column B of the template.
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When finished adding data for row 8, users should 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 6 – Bulk Upload Pop-Up Message

Attach the saved .CSV file by clicking on “Upload Files”, alternatively users can 

drag the file to the designated area.

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

“Done”.

Figure 7 – Upload Files Message

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

Figure 8 – File added to Bulk Upload portal.

Click “Validate” to have the system verify the bulk upload does not have errors.
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If the system validation finds errors in the bulk upload file, it will return the 

screen with the list of the errors (see Figure 87). From here, users can either 

update on the screen by manually typing in your corrections in the Value 

column, or you may restart the process with a corrected bulk upload file. In 

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

Download – Export Errors link, highlighted in red box in Figure 87, to download 

a spreadsheet detailing all errors in the bulk upload file. Once all errors are 

corrected, click “update”. The system will once again check the upload for 

errors.

Figure 9 – Listing of Bulk Upload Errors

If the system validates that the 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 10 – Bulk Upload Creation

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

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

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

to ensure successful submission:
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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 (This step is not available for Q3 2023 quarterly 

reports)

Load the Participant Household Payment Data File 

Note: All information submitted through the bulk upload process must 

be submitted as a CSV file. 

e) CSV Guidance

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

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

f) Specific CSV characteristics

• The date format is MM/DD/YYYY. Example: 06/22/2021. To maintain this required 

format, it may be necessary to set-up the date fields using a “custom” format found

under the “Format Cells” function in Excel.

• Do not include commas or special characters such as @#$%^&*( in the file

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

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

included in the data entry. 

• All data for each template should be entered as text (except for the date fields, as 

noted above). Prior to entering data, users must follow the below steps: 

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

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

Figure 11 – Select All Button
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Step 2: Click the drop-down arrow next to the Format command on the Home tab.

Select Format Cells. 

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

Step 4: Click OK. 

g) Upload Template Description

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

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

• Defined term: Column Short description.

• Definition: Column long description or definition

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

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

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

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

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

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

Date and Picklist. 

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

column. 

h) Subrecipients, Contractors, and Beneficiaries Profile Template

This module provides guidance on using bulk upload Template 1 to report information on 

each Subrecipient, Contractor and Beneficiaries (other than beneficiaries who are 

individual tenants or individual/small business landlords) to which the ERA2 Recipient 

obligated $30,000 or more in ERA2 funding in the reporting period. The Subrecipients, 

Contractors and Beneficiaries Tab allows users to enter data manually or leverage the bulk 

file upload capability. For a definition of “Subaward” in the context of ERA2 reporting, 

please see the Addendum to ERA Reporting Guidance – Clarifications and Guidance for 

Financial Reporting on Recipient and Subrecipient Activities.

CSV Format details

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

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

profile. Note, UEI (alpha-numeric) and TIN (numeric) cannot contain ‘-‘ , spaces, or symbols.

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

Defined Term Definition Required List Values Data Type Max 

Length

Subrecipient UEI The 

Subrecipient, 

Contractor, or 

Beneficiary

Unique Entity 

Identifier (UEI) 

from their 

SAM.gov profile. 

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

Length

NOTE: One of 

the following 

identification 

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

Subrecipient 

Type

A collection of 

indicators of 

different types of 

Subrecipients, 

Contractors, or 

Beneficiary 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 

(Other than a 

Small Business)

|- Small Business

|- Other

Picklist (see 

permissible 

values in 

previous column)

82

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
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Defined Term Definition Required List Values Data Type Max 

Length

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 

the 

Subrecipient's, 

Contractor's, or 

Beneficiaries

address. 

Format XXXX, 4 

numeric 

characters.

Optional n/a Numeric 4

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 

Optional

Leave blank if 

not applicable.

Yes/No Picklist (see 

permissible 

values in 

previous column)

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

Length

fiscal year is at 

least 80%

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 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

Optional 

Leave blank if 

not applicable.

n/a Numeric 12,2

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 

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

by the five 

highest paid 

executives, 

officers, or 

employees of the 

Subrecipient or 

Contractor.

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

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
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i) Subawards, Contracts, and Direct Payments Template

This module provides guidance on using the bulk upload Template 2 to report each Subaward, 

Contract and Direct Payment of ERA2 funding made in the reporting period. ERA2 Recipients 

use Template 2 to report detailed information on the amount, date, period and place of 

performance, and a brief description of the Subaward, Contract, or Direct Payment and its 

underlying eligible use. In addition, information submitted in the Template associates each 

Subaward issues in the reporting period with the relevant Project /FAIN and Subrecipient. 

CSV Format details

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

highlights the data elements required for the Subawards, Contracts, and Direct Payments

reporting.

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

Defined Term Definition Required List Values Data Type Max 

Length

Subrecipient UEI The Subrecipient's 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 

Required n/a String 20
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Defined Term Definition Required List Values Data Type Max 

Length

strictly for the Recipient's 

recordkeeping.

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
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Defined Term Definition Required List Values Data Type Max 

Length

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

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
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Defined Term Definition Required List Values Data Type Max 

Length

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

j) Expenditures associated with the ERA Recipient’s Subawards, Contracts, and 

Direct Payments for which it has obligated $30,000 or more template

This module provides guidance on using Template 3 to report the ERA2 Recipient’s 

expenditures associated with its obligations of $30,000 for more for its subawards, contracts, 

and direct payments. Recipients are required to provide the relevant Expenditure Category, 

the amount of the expenditure(s) and relevant dates. In addition, recipients receiving ERA2 

award funds are required to answer additional Subaward, Contract, and Direct Payment

questions. 

CSV Format Details

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

highlights the data elements required for Expenditures associated with Subawards, Contracts 

and Direct Payments for which the ERA2 Recipient had obligated $30,000 or more. 

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
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Defined Term Definition Required List Values Data Type Max 

Length

Expenditure 

Start Date

Start date for the 

range of time when 

the expenditure(s) 

occurred.

Required n/a Date 8

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

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 associates obligations and expenditures less than $30,000 for the ERA recipient’s 

subawards, contracts, and direct payments. Recipients are required to provide total quarterly 

obligation and total quarterly expenditure amounts. Ensure you accurately select Subaward, 

Contract, or Direct Payment for respective obligations and expenditures. 

CSV Format Details

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

highlights the data elements required for Total of all obligations and total of all expenditures 

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

less than $30,000 Template.

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

ERA Recipient’s Subawards, Contracts and Direct Payments valued at less than $30,000. 
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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

l) Recipient Obligations and Expenditures (Payments) to Individuals 

(Beneficiaries) Template

This module associates the ERA2 Recipient’s obligations and expenditures (Payments) to 

individuals (Beneficiaries). ERA2 Recipients are required to provide total quarterly obligation 

and total quarterly expenditure amounts.

CSV Format Details

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

highlights the data elements required for Recipient Obligations and Expenditures (Payments)

to Individuals (Beneficiaries) Template. 

. 
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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

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

m) Participant Household Payment Data File Template

All ERA2 Recipients must submit a Participant Household Payment Data File (PHPDF) 

containing required information about each ERA2 Financial Assistance payment made to or 

on behalf of each participant household during the reporting period. See the chart below for 

details on the required information. 

Users must use the Treasury-provided template for the PHPDF and submit the file using the 

bulk upload process. There is not an option to provide the information manually; all Recipients 

must provide the Participant Household Payment Data file via bulk upload.
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CSV Format Details

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

highlights the data elements required for Participant Household Payment Data. The 

“Participant Household” address fields should include the physical address for each Project 

Participant Household (i.e., tenant) that received ERA Financial Assistance either directly or 

through a payment made to their landlord, utility/home energy provider, or other service 

provider. The address should be for the ultimate beneficiary of the services. 

Table 6 – Required Data Elements for Participant Household Payment Data File

Defined 

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

Payee 

Type

A collection of indicators of different types of 

payees

Required Tenant;

Landlord or 

Owner;

Utility/Home 

Energy 

Service 

Provider; 

Other 

Picklist (see 

permissible 

values in 

previous 

column)

120
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Defined 

Term

Definition Required List Values Data Type Max 

Length

Housing 

Services and 

Eligible 

Expenses 

Provider

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 ERA2 

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 

ERA2 Recipients often make multiple subawards or contracts to a single entity. When the first 

contract is for less than $30,000, the ERA2 Recipient should report the expenditure as one 

associated with a contract valued at less than $30,000. However, if a subsequent obligation 

increases the value of the contract to more than $30,000, the ERA2 Recipient needs to report 

all payments to that Contractor as expenditures associated with Contracts valued at $30,000 

or more. As a result, the ERA2 Recipient will need to adjust the original expenditure reporting.

Example: Contractor XYZ was awarded a contract valued at $20k in Q3 and is paid the full 

amount in Q3. The expenditure to XYZ should be reported in Q3 under “Total of all Obligations 

and Total of all Expenditures Associated with the ERA Recipient’s Subawards, Contracts, and 

Direct Payments Valued at Less than $30,000” aggregated with other expenditures under the 

relevant “Expenditure Category” and contract type “Subaward, Contract or Direct Payment 

Type (Aggregates).”

In Q4, the ERA2 recipient enters into a new contract, or modifies the initial contract with 

Contractor XYZ for an additional $20k of services, so the total award/amount obligated to XYZ 

is greater than $30,000. In Q4 the Recipient must create 1) a Subrecipient profile under 

“Subrecipients, Contractors, and Beneficiaries” for XYZ and 2) one contract record for each 

contract the recipient has or previously had with XYZ under “Recipient Subawards, Contracts, 

and Direct Payments.” Contract records will include the total amount obligated under the 

contract (expended to date and committed for future payment) in the “Amount Obligated” field.

Since payments to Contractor XYZ will now be reported as expenditures of $30,000 or more, 

in order to avoid double-counting previous entries under “Subaward, Contract or Direct 

Payment Type (Aggregates)”, a negative entry (-$20k) should be reported in the current 

quarter quarterly report (with a note under the ‘Administrative Cost Narrative’ to clarify the 

reason for the negative entry) under “Total of all Obligations and Total of all Expenditures 

Associated with the ERA2 Recipient’s Subawards, Contracts, and Direct Payments Valued at 

Less than $30,000” under the relevant “Expenditure Category” and contract type “Subaward, 

Contract or Direct Payment Type (Aggregates).”

Finally, all expenditures to date and going forward for Contractor XYZ under this ERA Award 

should now be entered under “Expenditures Associated with the ERA Recipient’s Subawards, 

Contracts and Direct Payments Valued at $30,000 or More” under the relevant “Expenditure 

Category.”