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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.泭

IRS Data Exchange (IDEx)泭


做厙TV Higher Education Data System (HEDS) Instruction Manual:

Instruction Manual (Version 10.0) 2026-27泭 Revised 07/01/2026

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 (NYSED-SUR1)

Current Academic Year

07/31/2026

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

Previous Academic Year

08/07/2026

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

*Bundy Application泭 (Due 08/01/2026)

*for new applicants only

Previous Academic Year

08/15/2026

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

Current and泭Next Academic Year

08/15/2026

BUNDY Statement of Use (BUNDY Participants Only)

Previous Academic Year

09/01/2026

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

Previous Academic Year

09/04/2026

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

Previous and Current Academic Year

09/25/2026

12-Month Enrollment Template

Previous Academic Year 09/25/2026

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

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

**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

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

**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

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

*High Needs Nursing Application泭(Due 09/15/2026)

*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

Student Financial Aid (NYSED-4.1)泭Template

Previous Award Year

12/04/2026

Institutional Activity (NYSED-2R)泭Template

Previous Academic Year and Fall of Previous Academic Year

12/04/2026

Fall Enrollment (NYSED-2.4)泭Template

Fall of Current Academic Year

01/08/2027

Full-Time Undergraduate Transfer Enrollment (NYSED-2.2)

Fall of Current Academic Year

Off Year

Residence and Migration of College Students (NYSED-2.8)泭Template

Fall of Current Academic Year

01/08/2027

Admissions and Academic Preparation (NYSED-1)泭Template

Fall of Current Academic Year

01/22/2027

Graduation (NYSED-2.9)泭Template

Previous Academic Year

02/26/2027

Retention (NYSED-2.9) Template

Previous Fall and Fall of Current Academic Year

02/26/2027

Last updated 07/01/2026