<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Wingdings;
panose-1:5 0 0 0 0 0 0 0 0 0;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:#954F72;
text-decoration:underline;}
p.msonormal0, li.msonormal0, div.msonormal0
{mso-style-name:msonormal;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
p.xmsonormal, li.xmsonormal, div.xmsonormal
{mso-style-name:x_msonormal;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
span.EmailStyle19
{mso-style-type:personal;
font-family:"Calibri",sans-serif;
color:windowtext;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
/* List Definitions */
@list l0
{mso-list-id:458259278;
mso-list-type:hybrid;
mso-list-template-ids:1155275986 67698689 67698691 67698693 67698689 67698691 67698693 67698689 67698691 67698693;}
@list l0:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level2
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level3
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l0:level4
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level5
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level6
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l0:level7
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level8
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level9
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l1
{mso-list-id:459498932;
mso-list-template-ids:109336202;}
@list l1:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level2
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:1.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level3
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:1.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level4
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:2.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level5
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:2.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level6
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:3.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level7
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:3.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level8
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:4.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level9
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:4.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
ol
{margin-bottom:0in;}
ul
{margin-bottom:0in;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Please see this information shared with your Presidents this morning.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Johnson, Dr. Glen
<br>
<b>Sent:</b> Friday, May 14, 2021 12:07 PM<br>
<b>To:</b> Presidents <pres@osrhe.edu><br>
<b>Cc:</b> Alyssa Cravens <acravens@rsu.edu>; Amy Caskey <acaskey@mscok.edu>; Amy Cobb <amy.cobb@wosc.edu>; Brandi Schur <bschur@ecok.edu>; Brenda Weber <bweber@cameron.edu>; Calandra Rose <crose@opsu.edu>; Candace Raney <craney@eosc.edu>; Carrie Bateson <carrie.bateson@tulsacc.edu>;
Cortney Smith <clsmith@carlalbert.edu>; Derotha Rivenbark <derotha.rivenbark@connorsstate.edu>; Elaine Preston <ecpreston@langston.edu>; Kendra Cummins <Kendra.cummins@neo.edu>; Hull, Kenzi <hullk@redlandscc.edu>; Velleca, Kim <kvelleca@occc.edu>; Mechell
Downey <m.downey@sscok.edu>; Melissa Meredith <melissa.meridith@okstate.edu>; Nutter, Michelle <mnutter@rose.edu>; Misty Zink <misty.zink@swosu.edu>; Myra Davison <MEDavison@nwosu.edu>; Northern Oklahoma College (Denise.Bay@noc.edu) <Denise.Bay@noc.edu>; Robin
Hutchins <HUTCHINR@nsuok.edu>; Tamra Cossey <tcossey1@uco.edu>; Taylor Austin <tjaustin@ou.edu>; Terri Rogers <trogers@se.edu>; McNabb, Vanessa <vmcnabb@usao.edu><br>
<b>Subject:</b> Clarification on HEERF Reporting Requirements<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" align="center" style="text-align:center">OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION<o:p></o:p></p>
<p class="MsoNormal" align="center" style="text-align:center"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div style="border:solid windowtext 1.5pt;padding:1.0pt 1.0pt 1.0pt 1.0pt">
<p class="MsoNormal" align="center" style="margin-right:355.5pt;text-align:center;background:#CCCCCC">
<b><span style="font-size:36.0pt;letter-spacing:-3.0pt">Memo</span></b><o:p></o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="line-height:150%"><b>To: <a name="to1">
</a>Presidents<o:p></o:p></b></p>
<p class="MsoNormal" style="line-height:150%"><b>From: </b> <a name="from">
</a>Chancellor Glen D. Johnson<o:p></o:p></p>
<p class="MsoNormal" style="line-height:150%"><b>Date: </b> <a name="date">
</a>Friday, May 14, 2021<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:.5in;text-indent:-.5in;line-height:150%">
<b>Subject:</b> <a name="re"></a>Clarification on HEERF Reporting Requirements<o:p></o:p></p>
<div style="border:none;border-bottom:solid windowtext 1.5pt;padding:0in 0in 1.0pt 0in">
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a name="body"></a>Following up on my memo from Tuesday, May 11, 2021, regarding Higher Education Emergency Relief Fund requirements under the American Rescue Plan, I want to let you know that the U.S. Department of Education (USDE) has
confirmed that <u>higher education institutions will be required to post Quarterly Institutional Public Reporting Form and the Quarterly Student Public Reporting Form for both HEERF II – Coronavirus Response and Relief Supplemental Appropriations Act (CRRSAA)
and HEERF III – American Rescue Plan (ARP) funds to their websites by the tenth day following the end of each calendar quarter (July 10<sup>th</sup>, October 10<sup>th</sup>, January 10<sup>th</sup>, April 10<sup>th</sup>), as was the requirement for HEERF
I funds</u>. A copy of the “Notice of Public Posting Requirement of Grant Information for Higher Education Emergency Relief Fund (HEERF) Grantees” has been attached for your review (Attachment 1).
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Because the USDE never established HEERF II reporting requirements, it has extended the deadline by which institutions must submit retroactive reports for HEERF II for the first quarter of 2021 (January – March) to the end of the second
calendar quarter, which is June 30, 2021. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The required quarterly public reporting forms for HEERF II and HEERF III grants can be accessed online at:
<a href="https://www2.ed.gov/about/offices/list/ope/heerfreporting.html">https://www2.ed.gov/about/offices/list/ope/heerfreporting.html</a>.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Additionally, HEERF II and HEERF III funds are also subject to the annual reporting requirement, which is next due in early 2022. While the USDE will provide more information regarding the annual report in advance of the annual reporting
deadline, preliminary guidance indicates that annual reporting requirements may require institutions to report:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="mso-list:l0 level1 lfo3">How they prioritize students with exceptional need in distributing emergency financial aid grants to students;<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo3">Practices used to monitor and suppress COVID-19; and<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo3">Outreach to financial aid applicants about the opportunity to receive a financial aid adjustment due to the recent unemployment of a family member or independent student or other circumstances.
<o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Specifically, the recently released Frequently Asked Questions document prepared by the USDE (Attachment 2) notes that institutions should carefully document “(1) the strategies used to monitor and suppress COVID-19, (2) the evidence to
support those strategies, (3) how those strategies were in accordance with public health guidelines, (4) the manner and extent of the direct outreach the institution conducted to financial aid applicants, and (5) how the amount of the HEERF grant spent on
these two required activities was reasonable and necessary given the unique needs and circumstances of the institution” (page 20).
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We will keep you advised regarding HEERF reporting requirements.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks.<o:p></o:p></p>
<p class="MsoNormal"><br>
Glen<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><a name="_Hlk71806247"><b>Glen D. Johnson</b><o:p></o:p></a></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247">Chancellor<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247">Oklahoma State Regents for Higher Education<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247">655 Research Parkway, Suite 200<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247">Oklahoma City, Oklahoma 73104<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247">405.225.9122<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247"></span><a href="mailto:gjohnson@osrhe.edu" target="_blank"><span style="mso-bookmark:_Hlk71806247">gjohnson@osrhe.edu</span><span style="mso-bookmark:_Hlk71806247"></span></a><span style="mso-bookmark:_Hlk71806247">
<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247"><i>follow us on Twitter</i> @okhighered
<o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247"><span style="font-size:10.0pt"> </span><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247"><span style="font-size:10.0pt"> </span><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="mso-bookmark:_Hlk71806247"><img border="0" width="125" height="59" style="width:1.3in;height:.6166in" id="Picture_x0020_4" src="cid:image001.png@01D748B9.A83675D0"></span><span style="mso-bookmark:_Hlk71806247"><span style="font-size:10.0pt">
</span><img border="0" width="143" height="42" style="width:1.4916in;height:.4333in" id="Picture_x0020_3" src="cid:image002.png@01D748B9.A83675D0"><o:p></o:p></span></p>
<span style="mso-bookmark:_Hlk71806247"></span>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</body>
</html>