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 9.1) 2025-26– Revised 07/17/2025
HEDS Forms and Due Dates 2026-27
| Data Collection | Reporting Period | Due Date |
|---|---|---|
|
Audited Financial Statement (F.Audit) |
Previous Fiscal Year |
FY+270 Days |
|
Article 129-A and Article 129-B Certification of Compliance Template |
Current Academic Year |
07/01/2026 |
|
BUNDY Summary Budget (BUNDY Participants Only) |
Next Academic Year |
07/01/2026 |
|
My Contacts (鶹-SUR1) |
Current Academic Year |
07/31/2026 |
|
Enrollment of College Students with Disabilities (鶹-2H-2) Template |
Previous Academic Year |
08/07/2026 |
|
Certification of Earned Degrees Conferred (BUNDY Participants Only) (鶹-2) Template *Bundy Application (Due 08/01/2025) *for new applicants only |
Previous Academic Year |
08/15/2026 |
|
Estimate of Earned Degrees Conferred (BUNDY Participants Only) (鶹-2A) Template |
Current andNext Academic Year |
08/15/2026 |
|
BUNDY Statement of Use (BUNDY Participants Only) |
Previous Academic Year |
09/01/2026 |
|
Directory of Off-Campus Instructional Locations (鶹-8) Template |
Previous Academic Year |
09/04/2026 |
|
Faculty Diversity Plan for Independent Institutions (NEW BUNDY Participants Only) Template |
Previous and Current Academic Year |
09/18/2026 |
| Previous Academic Year | 09/25/2026 | |
|
CTEA-1: Performance Measures for Credit Bearing Career and Technical Education Programs
**Download these templates in the IDEx |
Previous Academic Year |
09/25/2026 02/12/2027 |
|
CTEA-2: Performance Measures for Non-Credit Bearing Career and Technical Education Programs
**Download these templates in the IDEx |
Previous Academic Year |
09/25/2026 02/12/2027 |
|
Article 129-B “Enough is Enough” Annual Aggregate Data Report Template |
Previous Calendar Year |
10/01/2026 |
|
College Catalog |
Current Academic Year |
10/09/2026 |
|
*High Needs Nursing Application(Due 09/15/2025) *for new applicants only |
Fall of Current Academic Year |
11/15/2026 |
|
High Needs Nursing Statement of Use (For High Needs Nursing Program Participants Only) |
Previous Academic Year |
11/15/2026 |
|
Previous Award Year |
12/04/2026 |
|
|
Previous Academic Year and Fall of Previous Academic Year |
12/04/2026 |
|
|
Fall of Current Academic Year |
01/08/2027 |
|
|
Fall of Current Academic Year |
Off Year |
|
|
Residence and Migration of College Students (鶹-2.8)Template |
Fall of Current Academic Year |
01/08/2027 |
|
Fall of Current Academic Year |
01/22/2027 |
|
|
Previous Academic Year |
02/26/2027 |
|
|
Previous Fall and Fall of Current Academic Year |
02/26/2027 |
|
| Last updated 06/24/2026 | ||