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CARES/HEERF Quarterly Reporting General Information

General Provisions

Institutions receiving funds under CARES Act (CRRSA 18004(a)(1) and 18004(a)(2)), HEERF II (CSSRA 314(a)(1)) and HEERF III (ARP 2003(a)(1)) are required to post a report that is accessible to the public on the institution’s primary website describing the use of funds distributed from the Higher Education Emergency Relief Funds. This page provides information about Montclair State University’s participation in the CARES Act and HEERF Relief funds and the use of the college’s Student, Institutional, and Grant to Minority Serving Institutions portions. This information will be updated no later than 10 days after the end of each calendar quarter.

Montclair State University acknowledges that the institution signed and returned to the Department the Certification and Agreement for the Institutional Portion of the Higher Education Emergency Relief Fund under the CARES Act to the Department of Education and assures that the institution has used, or intends to use no less than 50 percent of the funds received under Section 18004(a)(1) of the CARES Act to provide Emergency Financial Aid Grants to students (a)(1); and the funds received under Section 18004(a)(2) to provide Emergency Financial Aid Grants to students as well.

CARES Act Grant Processing

The methods used to determine which students and how much students receive from the CARES Act funding include:

  • Students requested CARES Act funding by completing an application to provide information specific to the impact each student has suffered due to the crisis.
  • Applications were reviewed for one or more of the allowable criteria suggested in the CARES Act legislation and other items including, but not limited to:
    • Expenses related to housing, food, medical, technology access and child care.
    • Enrolled in the Spring 2020 term as a matriculated student.
    • Eligible for funding under the Title IV Higher Education Act of 1985.

The amount students receive under Section 18004(a)(1) of the CARES Act varies on a case-by-case basis. Each application was reviewed for one or more of the allowable criteria combined with other data available to the institution.

Instructions and guidance provided by the institution to students concerning the Emergency Financial Aid Grants include the application for grant funds itself, an FAQ page on the institution’s website and referrals from staff across campus.

Minority Serving Institution (MSI) Grant Processing

The methods used to determine which students and how much students receive from this portion of CARES/HEERF II funding include:

  • Students with a 0 EFC taking summer courses who have applied for university grant assistance and are unable to pay the balance of their charges.
  • Students who have a significant balance due to the institution which is preventing their ability to continue their education at the institution.
  • Needy students who have difficulty paying their tuition and/or housing expenses for the 2020-2021 and 2021-2022 years.

The amount students received under Section 18004(a)(2) of the CARES Act, CSSRA 314(a)(1) or ARP 203 (a)(1) MSI HEERF varies on a case-by-case basis.

HEERF II Processing

The institution awarded funding from the HEERF II tranche of funds to students based on the following criteria:

  •   Unmet need based on a unique calculation determined by the institution.
    • Including undocumented students.
  •   An application to all students via email to assess individual circumstances which fall under one of the categories above.
    • Within this application, students had the option to opt-in to have the grant posted against their account.
    • For students that chose not to opt-in, the grant will be paid as a pass-through via Student Accounts.

Based on the Tuesday, May 11, 2021 HEERF III FAQ, eligibility was expanded.  For HEERF II Funds, Montclair will determined eligibility based on the following:

  • Student submitted a FAFSA or New Jersey Alternative Application (for Dreamers) for either the 2020-2021 or 2021-2022 academic years to provide a measure of their financial need.
  •   Student must have been enrolled at some point since Saturday, March 13, 2020 through the 2021-2022 academic year.

Grant amounts ranged from $1,000 – $6,000.

HEERF III Processing

Funds from this tranche of funds were distributed to students enrolled for the Fall 2021 term based on a unique calculation determined by the institution, considering several different factors: Pell eligible, prior outstanding balance, student loan borrowing at Montclair, EFC, use of the payment plan, etc.

Eligible students received their grant against their current account (if they opted-in via an application) or as a pass-through via Direct Deposit or check from Student Accounts.
Additional funds were targeted to students enrolled at the University who had not received any prior CARES or HEERF funds since the start of the pandemic. These students were sent a survey to collect information about how the pandemic impacted them. They could also opt-in for a payment against their account or payment via Direct Deposit or check.

Grant amounts varied and ranged from $100 to $6000.

CARES/HEERF Funding and Expenditures

Funding and Expenditures 2020 Qtr. 2 – March 1, 2020 through June 30, 2020

CARES 18004(a)(1) and 18004(a)(2) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 14354 $9,955,741 $5,597,838 1880
Minority Serving Portion 14354 $1,444,491 $97,910 93
Institutional Portion N/A $9,955,741 N/A N/A

Funding and Expenditures 2020 Qtr. 3 – July 1, 2020 through September 30, 2020

CARES 18004(a)(1) and 18004(a)(2) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 14354 $9,955,741 $4,075,741 2517
Minority Serving Portion 14354 $1,444,491 $331,260 193
Institutional Portion N/A $9,955,741 N/A N/A

Funding and Expenditures 2020 Qtr. 4 – October 1, 2020 through December 31, 2020

CARES 18004(a)(1) and 18004(a)(2) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 14354 $9,955,741 $23,915 17
Minority Serving Portion 14354 $1,444,491 $273,802 143
Institutional Portion N/A $9,955,741 N/A N/A

Funding and Expenditures 2021 Qtr. 1 – January 1, 2021 through March 30, 2021

CARES 18004(a)(1) and 18004(a)(2) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 14354 $9,955,741 $177,367 56
Minority Serving Portion 14354 $1,444,491 $738,086 596
Institutional Portion N/A $9,955,741 N/A N/A

Funding and Expenditures 2021 Qtr. 2 – April 1, 2021 through June 30, 2021

CARES 18004(a)(1) and 18004(a)(2) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 14354 $9,955,741 $78,830 111
Minority Serving Portion 14354 $1,444,491 $2870 1
Institutional Portion N/A $9,955,741 N/A N/A
HEERF II CRRSAA 314(a)(1) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 21005 $9,955,741 $5,215,000 1695
Minority Serving Portion 21005 $2,035,492 $1,246,356 619
Institutional Portion N/A $21,712,167 N/A N/A
HEERF III ARP 2003(a)(1) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 21005 $27,862,971 0 0
Minority Serving Portion 21005 N/A at this time
Institutional Portion N/A $27,770,646 N/A N/A

Funding and Expenditures 2021 Qtr. 3 – July 1, 2021 through September 30, 2021

CARES 18004(a)(1) and 18004(a)(2) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion – Fully Expended 14354 $9,955,741 0 0
Minority Serving Portion 14354 $1,444,491 $563 1
Institutional Portion N/A $9,955,741 0 N/A
HEERF II CRRSAA 314(a)(1) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 24200 $9,955,741 $4,734,241 4694
Minority Serving Portion 24200 $2,035,492 $427,883 155
Institutional Portion N/A $21,712,167 N/A N/A
HEERF III ARP 2003(a)(1) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 24200 $27,862,971 0 N/A
Minority Serving Portion 24200 $3,439,640 0 N/A
Institutional Portion N/A $27,770,646 0 N/A

Funding and Expenditures 2021 Qtr. 4 – October 1, 2021 through December 31, 2021

CARES 18004(a)(1) and 18004(a)(2) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 14354 $9,955,741 0 0
Minority Serving Portion – Fully Expended 14354 $1,444,491 0 0
Institutional Portion N/A $9,955,741 0 N/A
HEERF II CRRSAA 314(a)(1) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion – Fully Expended 24200 $9,955,741 $6,500 2
Minority Serving Portion 24200 $2,035,492 $746,384 388
Institutional Portion N/A $21,712,167 $4,822,092 1352
HEERF III ARP 2003(a)(1) Number of Eligible Students Total Funds Available Total Amount Distributed to Students Total Number of Students who Received Funds
Student Portion 24200 $27,862,971 $18,674,300 16,551
Minority Serving Portion 24200 $3,439,640 0 N/A
Institutional Portion N/A $27,770,646 $5,799,226 1352
Quarterly Budget and Expenditure Reporting for HEERF I, II, and III (a)(1) Institutional Portion, (a)(2), and (a)(3), if applicable

Quarter One, Budget and Expenditure Report PDF

Institution Name: Montclair State University

Date of Report: April 2, 2021

Covering Quarter Ending: March 31, 2021

Total Amount of Funds Awarded: Section (a)(1) Institutional Portion: $59,438,554 Section (a)(2): $6,919,623 Section (a)(3): $0

Category Amount in (a)(1)Institutional Dollars Amount in (a)(2) Dollars, If Applicable Amount in (a)(3) Dollars, If Applicable Explanatory Notes
Providing additional emergency financial aid grants to students. $0 $1,441,058 $0
Providing reimbursements for tuition, housing, room and board, or other fee refunds $9,874,861 $0 $0
Providing tuition discounts. $0 $0 $0
Covering the cost of providing additional technology hardware to students, such as laptops or tablets, or covering the added cost of technology fees. $0 $0 $0
Providing or subsidizing the costs of high‐speed internet to students or faculty to transition to an online environment. $0 $0 $0
Subsidizing off‐campus housing costs due to dormitory closures or decisions to limit housing to one student per room; subsidizing housing costs to reduce housing density; paying for hotels or other off‐campus housing for students who need to be isolated; paying travel expenses for students who need to leave campus early due to coronavirus infections or campus interruptions. $0 $0 $0
Subsidizing food service to reduce density in eating facilities, to provide pre‐packaged meals, or to add hours to foodservice operations to accommodate social distancing. $0 $0 $0
Costs related to operating additional class sections to enable social distancing, such as those for hiring more instructors and increasing campus hours of operations. $0 $0 $0
Campus safety and operations. $0 $0 $0
Purchasing, leasing, or renting additional instructional equipment and supplies (such as laboratory equipment or computers) to reduce the number of students sharing equipment or supplies during a class period and to provide time for disinfection between uses. $0 $0 $0
Replacing lost revenue from auxiliary services sources (i.e., canceled ancillary events; disruption of food service, dorms, childcare, or other facilities; cancellation of the use of campus venues by other organizations, lost parking revenue, etc.). $0 $0 $0
Purchasing faculty and staff training in online instruction; or paying additional funds to staff who are providing training in addition to their regular job responsibilities. $0 $0 $0
Purchasing, leasing, or renting additional equipment or software to enable distance learning, or upgrading campus wi‐fi access or extending open networks to parking lots or public spaces, etc. $0 $0 $0
Other Uses of (a)(1) Institutional Portion funds. $0
Other Uses of (a)(2) or (a)(3) funds, if applicable. $0 $0
Quarterly Expenditures for Each Program $9,874,861 $1,441,058 $0
Total of Quarterly Expenditures $11,315,919

Quarter Two, Budget and Expenditure Report PDF

Institution Name: Montclair State University

Date of Report: July 9, 2021

Covering Quarter Ending: June 30, 2021

PR/Award Number(s): P425F – 200760. P425L – 200390

Total Amount of Funds Awarded: Section (a)(1) Institutional Portion: $9,955,741 Section (a)(2): $1,444,741 Section (a)(3): $0

Category Amount in (a)(1)Institutional Dollars Amount in (a)(2) Dollars, If Applicable Amount in (a)(3) Dollars, If Applicable Explanatory Notes
Providing additional emergency financial aid grants to students. $0 $1,249,226 $0
Providing reimbursements for tuition, housing, room and board, or other fee refunds $78,830 $0 $0
Providing tuition discounts. $0 $0 $0
Covering the cost of providing additional technology hardware to students, such as laptops or tablets, or covering the added cost of technology fees. $0 $0 $0
Providing or subsidizing the costs of high‐speed internet to students or faculty to transition to an online environment. $0 $0 $0
Subsidizing off‐campus housing costs due to dormitory closures or decisions to limit housing to one student per room; subsidizing housing costs to reduce housing density; paying for hotels or other off‐campus housing for students who need to be isolated; paying travel expenses for students who need to leave campus early due to coronavirus infections or campus interruptions. $0 $0 $0
Subsidizing food service to reduce density in eating facilities, to provide pre‐packaged meals, or to add hours to foodservice operations to accommodate social distancing. $727,603 $0 $0
Costs related to operating additional class sections to enable social distancing, such as those for hiring more instructors and increasing campus hours of operations. $0 $0 $0
Campus safety and operations. $3,982,264 $0 $0
Purchasing, leasing, or renting additional instructional equipment and supplies (such as laboratory equipment or computers) to reduce the number of students sharing equipment or supplies during a class period and to provide time for disinfection between uses. $0 $0 $0
Replacing lost revenue from auxiliary services sources (i.e., canceled ancillary events; disruption of food service, dorms, childcare, or other facilities; cancellation of the use of campus venues by other organizations, lost parking revenue, etc.). $708,263 $0 $0 Portion of lost revenues from auxiliary services.
Purchasing faculty and staff training in online instruction; or paying additional funds to staff who are providing training in addition to their regular job responsibilities. $0 $0 $0
Purchasing, leasing, or renting additional equipment or software to enable distance learning, or upgrading campus wi‐fi access or extending open networks to parking lots or public spaces, etc. $0 $0 $0
Other Uses of (a)(1) Institutional Portion funds. $19,268 Initial cost related to Summer Bridge Program.
Other Uses of (a)(2) or (a)(3) funds, if applicable. $0 $0
Quarterly Expenditures for Each Program $5,516,198 $1,249,226 $0
Total of Quarterly Expenditures $6,765,424

Quarter Three, Budget and Expenditure Report PDF

Institution Name: Montclair State University

Date of Report: October 8, 2021

Covering Quarter Ending: September 30, 2021

Total Amount of Funds Awarded: Section (a)(1) Institutional Portion: $59,438,554 Section (a)(2): $6,919,623 Section (a)(3): $0

Category Amount in (a)(1)Institutional Dollars Amount in (a)(2) Dollars, If Applicable Amount in (a)(3) Dollars, If Applicable Explanatory Notes
Providing additional emergency financial aid grants to students. $0 $428,446 $0
Providing reimbursements for tuition, housing, room and board, or other fee refunds $0 $0 $0
Providing tuition discounts. $0 $0 $0
Covering the cost of providing additional technology hardware to students, such as laptops or tablets, or covering the added cost of technology fees. $0 $0 $0
Providing or subsidizing the costs of high‐speed internet to students or faculty to transition to an online environment. $0 $0 $0
Subsidizing off‐campus housing costs due to dormitory closures or decisions to limit housing to one student per room; subsidizing housing costs to reduce housing density; paying for hotels or other off‐campus housing for students who need to be isolated; paying travel expenses for students who need to leave campus early due to coronavirus infections or campus interruptions. $0 $0 $0
Subsidizing food service to reduce density in eating facilities, to provide pre‐packaged meals, or to add hours to foodservice operations to accommodate social distancing. $0 $0 $0
Costs related to operating additional class sections to enable social distancing, such as those for hiring more instructors and increasing campus hours of operations. $0 $0 $0
Campus safety and operations. $0 $0 $0
Purchasing, leasing, or renting additional instructional equipment and supplies (such as laboratory equipment or computers) to reduce the number of students sharing equipment or supplies during a class period and to provide time for disinfection between uses. $0 $0 $0
Replacing lost revenue from auxiliary services sources (i.e., canceled ancillary events; disruption of food service, dorms, childcare, or other facilities; cancellation of the use of campus venues by other organizations, lost parking revenue, etc.). $0 $0 $0
Purchasing faculty and staff training in online instruction; or paying additional funds to staff who are providing training in addition to their regular job responsibilities. $0 $0 $0
Purchasing, leasing, or renting additional equipment or software to enable distance learning, or upgrading campus wi‐fi access or extending open networks to parking lots or public spaces, etc. $0 $0 $0
Other Uses of (a)(1) Institutional Portion funds. $1,565,668
Other Uses of (a)(2) or (a)(3) funds, if applicable. $0 $0
Quarterly Expenditures for Each Program $1,565,668 $428,446 $0
Total of Quarterly Expenditures $1,994,114

 


Quarter Four, Budget and Expenditure Report PDF

Institution Name: Montclair State University

Date of Report: January 10, 2022

Covering Quarter Ending: September 31, 2021

Total Amount of Funds Awarded: Section (a)(1) Institutional Portion: $59,438,554 Section (a)(2): $3,479,983 Section (a)(3): $0

Category Amount in (a)(1)Institutional Dollars Amount in (a)(2) Dollars, If Applicable Amount in (a)(3) Dollars, If Applicable Explanatory Notes
Providing additional emergency financial aid grants to students. $0 $339,875 $0
Providing reimbursements for tuition, housing, room and board, or other fee refunds $2,050 $0 $0
Providing tuition discounts. $0 $0 $0
Covering the cost of providing additional technology hardware to students, such as laptops or tablets, or covering the added cost of technology fees. $0 $0 $0
Providing or subsidizing the costs of high‐speed internet to students or faculty to transition to an online environment. $0 $0 $0
Subsidizing off‐campus housing costs due to dormitory closures or decisions to limit housing to one student per room; subsidizing housing costs to reduce housing density; paying for hotels or other off‐campus housing for students who need to be isolated; paying travel expenses for students who need to leave campus early due to coronavirus infections or campus interruptions. $0 $0 $0
Subsidizing food service to reduce density in eating facilities, to provide pre‐packaged meals, or to add hours to foodservice operations to accommodate social distancing. $0 $0 $0
Costs related to operating additional class sections to enable social distancing, such as those for hiring more instructors and increasing campus hours of operations. $0 $0 $0
Campus safety and operations. $0 $0 $0
Purchasing, leasing, or renting additional instructional equipment and supplies (such as laboratory equipment or computers) to reduce the number of students sharing equipment or supplies during a class period and to provide time for disinfection between uses. $0 $0 $0
Replacing lost revenue from auxiliary services sources (i.e., canceled ancillary events; disruption of food service, dorms, childcare, or other facilities; cancellation of the use of campus venues by other organizations, lost parking revenue, etc.). $0 $0 $0
Purchasing faculty and staff training in online instruction; or paying additional funds to staff who are providing training in addition to their regular job responsibilities. $0 $0 $0
Purchasing, leasing, or renting additional equipment or software to enable distance learning, or upgrading campus wi‐fi access or extending open networks to parking lots or public spaces, etc. $0 $0 $0
Other Uses of (a)(1) Institutional Portion funds. $5,799,226
Other Uses of (a)(2) or (a)(3) funds, if applicable. $0 $0
Quarterly Expenditures for Each Program $5,801,276 $339,875 $0
Total of Quarterly Expenditures $6,141,151