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) Login
New York State Higher Education Data System (HEDS) Instruction Manual:
Instruction Manual (Version 7.0) 2023-24 – Revised 07/13/2023
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Data Collection
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Reporting Period
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Due Date
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|---|---|---|
| Audited Financial Statement (F.Audit) | Previous Fiscal Year |
FY+120 Days |
| Article 129-A and Article 129-B Certification of Compliance Template |
Current Academic Year |
07/01/2023 |
| BUNDY Summary Budget (BUNDY Participants Only) |
Next Academic Year |
07/01/2023 |
| My Contacts (NYSED-SUR1) |
Current Academic Year |
07/28/2023 |
| Enrollment of College Students with Disabilities (NYSED-2H-2) Template |
Previous Academic Year |
08/04/2023 |
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Certification of Earned Degrees Conferred (BUNDY Participants Only) (NYSED-2) Template *Bundy Application (Due 08/01/2023) *for new applicants only |
Previous Academic Year |
08/15/2023 |
| Estimate of Earned Degrees Conferred (BUNDY Participants Only) (NYSED-2A) Template |
Current and |
08/15/2023 |
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BUNDY Statement of Use (BUNDY Participants Only) |
Previous Academic Year |
09/01/2023 |
| Directory of Off-Campus Instructional Locations (NYSED-8) |
Previous Academic Year |
09/08/2023 |
| Faculty Diversity Plan for Independent Institutions (BUNDY Participants Only) Template |
Current Academic Year |
Off Year |
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CTEA-1: Performance Measures for Credit Bearing Career and Technical Education Programs
**Download these templates in the IDEx |
Previous Academic Year
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09/29/2023 02/16/2024 |
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CTEA-2: Performance Measures for Non-Credit Bearing Career and Technical Education Programs
**Download these templates in the IDEx |
Previous Academic Year |
09/29/2023 02/16/2024 |
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Article 129-B “Enough is Enough” Annual Aggregate Data Report |
Previous Calendar Year |
10/01/2023 |
| College Catalog |
Current Academic Year |
10/13/2023 |
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*High Needs Nursing Application (Due 09/15/2023) *for new applicants only |
Fall of Current Academic Year |
11/15/2023 |
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High Needs Nursing Statement of Use (For High Needs Nursing Program participants only) |
Previous Academic Year |
11/15/2023 |
| Student Financial Aid (NYSED-4.1) Template |
Previous Award Year |
12/08/2023 |
| Institutional Activity (NYSED-2R) Template |
Previous Academic Year |
12/08/2023 |
| Fall Enrollment (NYSED-2.4) Template |
Fall of Current Academic Year |
01/12/2024 |
| Full-Time Undergraduate Transfer Enrollment (NYSED-2.2) Template |
Fall of Current Academic Year |
01/12/2024 |
| Residence and Migration of College Students (NYSED-2.8) Template |
Fall of Current Academic Year |
Off Year |
| Admissions and Academic Preparation (NYSED-1) Template |
Fall of Current Academic Year |
01/26/2024 |
| Graduation (NYSED-2.9) Template |
Previous Academic Year |
03/22/2024 |
| Retention (NYSED-2.9) Template | Previous Fall and Fall of Current Academic Year | 03/22/2024 |
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Last updated 07/13/23
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