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Higher Education Emergency Relief Fund (HEERF) Reporting

HEERF I (CARES Act), HEERF II (CRRSAA), HEERF III (ARP)

Swarthmore College signed (April 13) and returned (April 14) to the Department of Education the Certification and Agreement for receipt of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) Higher Education Emergency Relief Funds (HEERF I). 

The College's allocation for HEERF I, CARES Act was in the amount of $1,200,865 with a minimum amount of $600,433 to be spent on student aid; the remaining $600,432 was available to the institution to use with regulatory discretion.

The College's allocation for HEERF II, Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) was $1,729,865 with a minimum amount of $600,433 to be spent on student aid; the remaining $1,129,432 was available to the institution to use with regulatory discretion.

The College's allocation for HEERF III, ARP (American Rescue Plan) was $3,067,863 with a minimum amount of $1,533,932 to be spent of student aid; the remaining $1,533,931 was available to the institution to use with regulatory discretion. 

For HEERF I, II, and III no specific instructions or guidance was provided to students on how to spend their HEERF funds, except that it was to be used for emergency relief related to any pandemic related expenses.

  • On May 15, 2020 the College received its distribution of HEERF I, CARES Act funds.  The  HEERF I student aid allocation was $600,433.
  • The College will report its first update here on this webpage 30 days from May 15, 2020 on or around June 14, 2020.
  • All updates will be placed here on this webpage at least every 45 days from June 14, 2020 (THIS REGULATION HAS BEEN UPDATED - SEE BELOW). 
  • For HEERF I, CARES Act all Title IV eligible students (862) (those who submitted a valid FAFSA) received an email from the Financial Aid Office on May 28, 2020 with instructions on how to acquire HEERF I, CARES Act funds.  Students who replied to this initial email or the follow up reminder would eligible for HEERF 1, CARES Act.
  • On June 8, 2020, the College began its awarding of a total of $578,000 in HEERF I, CARES Act funds to 608 students.
  • On June 25, 2020 the College drew down $578,030 of the student aid HEERF I, the remaining amount may be drawn down at a later date.
  • The College reserved some funds for late eligible filers and other HEERF I, CARES Act student support related purposes. 
  • The College provided student aid HEERF I to students who submitted a recent and valid FAFSA (Free Application for Federal Student Aid) to the College’s Financial Aid Office, and that was based on the FAFSA that was on file with the College at the time the College received authorization to distribute the student aid HEERF I from the Department of Education.
  • The amount of student aid HEERF I provided to qualified students was determined by their level of overall institutionally determined financial need.
  • Students were provided with instructions to certify their eligibility for the funds, and the students who received these funds followed those certification requirements.  All students who applied for the funds and who were eligible for receipt of the funds were provided with a written notice in their application confirmation that the funds held no restrictions or requirement for reporting.
  • 89 students with lower financial need received $430 each; 519 students with higher financial need received $1,040 each (June 8, 2020).
  • The College was originally mandated to update this information every 45 days from June 14, 2020 until further notice.  This was revised August 31, 2020, and the College was provided guidance from ED on October 20 to update this page within ten (10) days following the end of each quarter (September 30, December 31, March 31, June 30) and thereafter.
  • As of July 22, 2020, the College has awarded a total of $579,500 in HEERF I, CARES Act funds to 610 students; 90 students with lower financial need received $430 each; 520 students with higher financial need received $1,040 each (October 1, 2020).
  • October 22, 2020:  Quarterly Budget and Expenditure Reporting under CARES Act Sections 18004(a)(1) Institutional Portion, 18004(a)(2), and

    18004(a)(3): $423,838 of the original $600,432 institutional portion was spent on "Campus safety and operations," specifically for Covid-19 Testing.

  • January 7, 2021:  Quarterly Budget and Expenditure Reporting under CARES Act Sections 18004(a)(1) Institutional Portion, 18004(a)(2), and 18004(a)(3): $176,594 of the original $600,432 institutional portion was spent on "Campus safety and operations," specifically for Covid-19 Testing, spending the remaining funds from Swarthmore's institutional grant allocation.

  • April 2021:  All HEERF I, CARES Act institutional funds were expanded as of the prior quarter (January 7, 2021, above), so there is no quarterly report to post.

  • February 1, 2021:  Submitted CARES Act, HEERF I annual report due February 8, 2021 (extended deadline from February 1) via ED's Education Stabilization Fund (ESF) secure reporting portal.

  • April 8, 2021:  The remaining CARES Act, HEERF I funds of $20,933 were disbursed to 155 students; ($0.00) of HEERF I remains.

  • April 12, 2021:  The  HEERF II, CRRSAA student aid allocation was $600,433.  All Title IV eligible students (841) (who submitted a valid FAFSA) qualified for the disbursement and were emailed instructions on how to acquire HEERF II funds.  For HEERF II, students did not need to complete a survey in order to qualify as they did for HEERF I.  Therefore, the entire HEERF II amount was disbursed to all 841 students in one of two block grant amounts of $871 or $301 to higher aided students and lower aided students respectively. 

  • June 22, 2021:  The HEERF III, ARP student aid allocation was $1,533,932.  All students who were enrolled for at least one term during the 2020-2021 academic year were eligible for the HEERF III disbursement.  All of these students (1528) received an outreach email with instructions on how to acquire HEERF III funds; and they were asked to indicate that they had pandemic related expenses.  Those who complete the survey qualified for HEERF III funds.  A portion of the entire allocation ($1,381,200) was disbursed in the first round to 840 students who responded to the emailed instructions; it was disbursed in one of two block grant amounts of $1,800 or $1,200 to aided and non-aided students respectively.  The remaining portion of HEERF III funds will be awarded to students who request funding at a later date (see April 13, 2022 post).

  • July 9, 2021:  Quarterly Budget and Expenditure Reporting under HEERF 2 CRRSAA 18004(a)(1) Institutional Portion: $264,499 of the original $1,129,432 institutional portion was spent on "Campus safety and operations," specifically for Covid-19 Testing. This spending represents the entire institutional funding available to the College under the HEERF 2 CRRSAA regulations.  This is the final report for HEERF II institutional funds.

  • July 9, 2021:  Quarterly Budget and Expenditure Reporting under HEERF 3 ARP 18004(a)(1) Institutional Portion: $1,381,200 of the original $1,533,931 institutional portion was spent on "Campus safety and operations," specifically for Covid-19 Testing.

  • September 9, 2021:  Of the remaining portion of the HEERF III, ARP allocation for students, 11 students followed up later in the process requesting their disbursement; funds were disbursed in the total amount of $17,400 to these students using the same criteria; some received $1,800 and some received $1,200.  The total number of students and the total amount of HEERF III, ARP awarded is 851 students and $1,398,600, respectively.

  • October 4, 2021:  Quarterly Budget and Expenditure Reporting under HEERF 3 ARP 18004(a)(1) Institutional Portion: $17,400 of the original $1,533,931 institutional portion was spent on "Campus safety and operations," specifically for Covid-19 Testing. The total amount of HEERF 3 ARP spending to date is $1,398,600.

  • November 10, 2021:  Of the remaining portion of the HEERF III, ARP allocation for students, one (1) student followed up later in the process requesting their disbursement; funds were disbursed to this student in the total amount of $1,800  using the same criteria.  The total number of students and the total amount of HEERF III, ARP awarded is 852 students and $1,400,400, respectively.

  • January 10, 2022:  There was one point of activity for one student (see November 10, 2021 post above) for the student aid portion of HEERF III, ARP during the fourth quarter of 2021; there was no activity for the institutional aid portion of HEERF III, ARP for the fourth quarter of 2021.

  • April 1, 2022:  There was no activity for HEERF III, ARP for the first quarter of 2022 for either the institutional or the student aid portion.

  • April 13, 2022:  The remaining $268,855 of HEERF III, ARP funds were spent in the following way:  $267,000 was spent on direct student aid for 165 students (in amounts between $1,200 and $1,800); of which $133,524 came from the student aid portion, and an additional $133,476 was spent from the institutional portion.  The last $1,855 of the institutional aid portion was transferred to the College's COVID-19 fund and has been used for testing supplies.  HEERF III, ARP has been spent and accounted for in its entirety.

  • July 20, 2022: Posting the Quarterly Budget and Expenditure Reporting for all HEERF I, II, and III grant funds for the second quarter of 2022.

  • September 30, 2022: Posting the Quarterly Budget and Expenditure Reporting for all HEERF I, II, and III grant funds for the third quarter of 2022.

  • December 31, 2022: Posting the Quarterly Budget and Expenditure Reporting for all HEERF I, II, and III grant funds for the fourth quarter of 2022.

  • April 13, 2023: Posting the Quarterly Budget and Expenditure Reporting for all HEERF I, II, and III grant funds for the first quarter of 2023.

  • July 7, 2023: Posting the Quarterly Budget and Expenditure Reporting for all HEERF I, II, and III grant funds for the second quarter of 2023.

  • October 10, 2023: Posting the Quarterly Budget and Expenditure Reporting for all HEERF I, II, and III grant funds for the third quarter of 2023.

  • January 25, 2024:  Posting the Quarterly Budget and Expenditure Reporting for all HEERF I, II, and III grant funds for the fourth quarter of 2023

  • Last updated:  January 25, 2024; October 10, 2023; July 7, 2023; April 13, 2023; December 31, 2022; September 30, 2022; July 20, 2022; April 13, 2022; April 1, 2022; January 10, 2022; November 10, 2021; October 4, 2021; September 9, 2021; July 10, 2021; April 8, 2021; February 1, 2021; January 7, 2021; October 22, 2020; October 1, 2020; July 27, 2020; June 25, 2020; June 14, 2020