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Higher Education Data Collection Forms and Instructions

The inclusion of data elements in HEDS Forms constitutes a request by the Regents for your institution to collect and report on those items for their planning purposes.

IRS Data Exchange (IDEx)


New York State Higher Education Data System (HEDS) Instruction Manual:

Instruction Manual (Version 8.0) 2024-25– Revised 07/03/2024

HEDS Forms and Due Dates 2024-25

Data Collection Reporting Period Due Date

Audited Financial Statement (F.Audit)

Previous Fiscal Year

FY+180 Days

Article 129-A and Article 129-B Certification of Compliance Template

Current Academic Year

07/01/2024

Article 129-AWritten Rules and Policies Template

Current Academic Year

07/01/2024

Article 129-B Written Rules and Policies Template

Current Academic Year

07/01/2024

BUNDY Summary Budget (BUNDY Participants Only)

Next Academic Year

07/01/2024

My Contacts (鶹-SUR1)

Current Academic Year

07/26/2024

Enrollment of College Students with Disabilities (鶹-2H-2) Template

Previous Academic Year

08/02/2024

Certification of Earned Degrees Conferred (BUNDY Participants Only) (鶹-2) Template

*Bundy Application (Due 08/01/2024)

*for new applicants only

Previous Academic Year

08/15/2024

Estimate of Earned Degrees Conferred (BUNDY Participants Only) (鶹-2A) Template

Current andNext Academic Year

08/15/2024

BUNDY Statement of Use (BUNDY Participants Only)

Previous Academic Year

09/01/2024

Directory of Off-Campus Instructional Locations (鶹-8) Template

Previous Academic Year

09/06/2024

Faculty Diversity Plan for Independent Institutions (BUNDY Participants Only) Template

Current Academic Year

09/20/2024

CTEA-1: Performance Measures for Credit Bearing Career and Technical Education Programs

  • CTE Participants (CTEA-1A**)
  • Placement Data(CTEA-1B**)

**Download these templates in the IDEx

Previous Academic Year

09/27/2024

02/14/2025

CTEA-2: Performance Measures for Non-Credit Bearing Career and Technical Education Programs

  • CTE Participants(CTEA-2A**)
  • Placement Data(CTEA-2B**)

**Download these templates in the IDEx

Previous Academic Year

09/27/2024

02/14/2025

Article 129-B “Enough is Enough” Annual Aggregate Data Report Template

Previous Calendar Year

10/01/2024

College Catalog

Current Academic Year

10/11/2024

Certification of Nursing Program Enrollment (For High Needs Nursing Program Participants Only) (鶹-2N) Template

*High Needs Nursing Application(Due 09/15/2024)

*for new applicants only

Fall of Current Academic Year

11/15/2024

High Needs Nursing Statement of Use (For High Needs Nursing Program Participants Only)

Previous Academic Year

11/15/2024

Student Financial Aid (鶹-4.1)Template

Previous Award Year

12/06/2024

Institutional Activity (鶹-2R)Template

Previous Academic Year

12/06/2024

Fall Enrollment (鶹-2.4)Template

Fall of Current Academic Year

01/10/2025

Full-Time Undergraduate Transfer Enrollment (鶹-2.2)

Fall of Current Academic Year

Off Year

Residence and Migration of College Students (鶹-2.8)Template

Fall of Current Academic Year

01/10/2025

Admissions and Academic Preparation (鶹-1)Template

Fall of Current Academic Year

01/24/2025

Graduation (鶹-2.9)Template

Previous Academic Year

03/21/2025

Retention (鶹-2.9) Template

Previous Fall and Fall of Current Academic Year

03/21/2025

Last updated 07/03/2024