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.
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IRS Data Exchange (IDEx) Login
New York State Higher Education Data System (HEDS) Instruction Manual:
Instruction Manual (Version 4.4) 2020-21 – Revised 01/07/2021
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Data Collection
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Reporting Period
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Collection Format
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Due Date
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|---|---|---|---|
| Article 129-A and Article 129-B Certification of Compliance Template |
Current Academic Year |
IRS Data Exchange (IDEx) |
7/1/2020 |
| Audited Financial Statement (F.Audit) |
Previous Fiscal Year |
IRS Data Exchange (IDEx) |
FY+120 Days |
| My Contacts (NYSED-SUR1) |
Current Academic Year |
IRS Data Exchange (IDEx) |
7/31/2020 |
| Enrollment of Students with Disabilities (NYSED-2H-2) Template |
Previous Academic Year |
IRS Data Exchange (IDEx) |
9/30/2020 |
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Certification of Earned Degrees Conferred (BUNDY Participants Only) (NYSED-2) Template Bundy Application (Due 8/1/2020) |
Previous Academic Year |
IRS Data Exchange (IDEx) |
8/15/2020 |
| Estimate of Earned Degrees Conferred (BUNDY Participants Only) (NYSED-2A) Template |
Current and |
IRS Data Exchange (IDEx)
|
8/15/2020 |
| Directory of Off-Campus Instructional Locations (NYSED-8) |
Previous Academic Year |
IRS Data Exchange (IDEx) |
9/11/2020 |
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CTEA-1: Performance Measures for Credit Bearing Career and Technical Education Programs Template
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Previous Academic Year
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IRS Data Exchange (IDEx)
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09/30/2020 |
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CTEA-2: Performance Measures for Non Credit Bearing Career and Technical Education Programs Template
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Previous Academic Year |
IRS Data Exchange (IDEx) |
09/30/2020 |
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Article 129-B “Enough is Enough” Annual Aggregate Data Report |
Previous Calendar Year |
IRS Data Exchange (IDEx) |
10/01/2020 |
| College Catalog |
Current Academic Year |
IRS Data Exchange (IDEx) |
10/16/2020 |
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High Needs Nursing Application (Due 9/15/2020) |
Fall of Current Academic Year |
IRS Data Exchange (IDEx) |
11/15/2020 |
| Student Financial Aid (NYSED-4.1) Template
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Previous Award Year |
IRS Data Exchange (IDEx) |
12/11/2020 |
| Institutional Activity (NYSED-2R) Template
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Previous Academic Year |
IRS Data Exchange (IDEx) |
12/11/2020 |
| Fall Degree-Credit Enrollment (NYSED-2.4) Template
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Fall of Current Academic Year |
IRS Data Exchange (IDEx) |
1/15/2021 |
| Full-Time Undergraduate Transfer Enrollment (NYSED-2.2) Template
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Fall of Current Academic Year |
IRS Data Exchange (IDEx) |
Off Year |
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Residence and Migration Enrollment (NYSED-2.8) Template
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Fall of Current Academic Year |
IRS Data Exchange (IDEx) |
1/15/2021 |
| Admissions and Academic Preparation (Freshmen) (NYSED-1) Template
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Fall of Current Academic Year |
IRS Data Exchange (IDEx) |
1/29/2021 |
| Graduation Rate and Retention Report - Full-Time Undergraduates (NYSED-2.9) Template
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Previous and Fall of Current Academic Year |
HEDSLive |
3/26/2021 |
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Last updated 02/10/21
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