EO 14168 Updates Key

HAF Updates

Document Name	Type of Document	Stage of the Update	EO Updates	Public Facing Website Link (Updates will replace these publicly available docs)
HAF Guidance on Participant Compliance and Reporting Responsibilities	Reporting Guidance	Ready for clearance	5/20/25 updated to revision chart with reference to the EO, updated "gender" to "sex" on pages 14, 16, 19; "non-binary" is removed and "not collected" changed to "Not Collected/Reported" on page 19; "(including sexual orientation and gender identity)" is removed in reference to Civil Rights Compliance on page 11	HAF Reporting Guidance
HAF Closeout Reporting User Guide	Reporting User Guide	Final edits dependent on portal updates (need screenshots)	5/20/25 updated to revision chart with reference to the EO, "gender" to "sex" on pages 13-15, 18, 19, 21, 23-25, 27; "non-binary" is removed and "not collected" changed to "Not Collected/Reported" on pages 24 and 27; screenshots will need to be updated to new portal structure on pages 23 and 27	HAF Closeout User Guide
HAF Quarterly Report User Guide	Reporting User Guide	Final edits dependent on portal updates (need screenshots)	5/20/25 updated to revision chart with reference to the EO, updated "gender" to "sex" on pages 12-14, 17, 18, 20, 22-24, 27; "non-binary" is removed and "not collected" changed to "Not Collected/Reported" on pages 23 and 26; screenshots will need to be updated to new portal structure on pages 22 and 25	HAF_QuarterlyReportUserGuide.pdf
HAF Frequently Asked Questions on Reporting Requirements	Reporting - Supplemental TA	Ready for clearance	5/20/25 updated to revision chart with reference to the EO, updated "gender" to "sex" on page 5	HAF-Reporting-FAQs.pdf
HAF Online Application Improvements	Website: Program TA	Complete/Live (see link in column E)	completed and posted on 5/14/25 - "gender" changed to "sex" (did not depend on to reporting updates)	Online Application Improvements | U.S. Department of the Treasury
HAF Quarterly Report	Portal Interface	Under development (see visual of edits in "HAF and ERA2 Portal Updates - Mock-Up")	Mock-up document to illustrate change - applies to all sections of the report where it appears	Portal will be updated 06/02 for next reporting cycle
HAF Closeout Report	Portal Interface	Under development (see visual of edits in "HAF and ERA2 Portal Updates - Mock-Up")	Mock-up document to illustrate change - applies to all sections of the report where it appears	Design should be complete 5/20 (for screenshots); deployment slated for 6/02

ERA Updates

Document Name	Type of Document	Stage of the Update	EO Updates	Public Facing Website Link (Updates will replace these publicly available docs)
ERA2 Quarterly Reporting Guidance	Reporting Guidance	Ready for clearance	5/20/25 updated to revision chart with reference to the EO, added note about the changes made to the document in version 4, updated "gender" to "sex" on pages 3, 20-24, 28, 41, 43, 48 "non-binary" is removed and "not collected" changed to "Not Collected/Reported" on page 41	ERA2 Reporting Guidance
ERA2 Portal User Guide,	Reporting User Guide	Final edits dependent on portal updates (need screenshots)	5/20/25 updated to revision chart with reference to the EO, added note about the changes made to the document, updated "gender" to "sex" on pages 60, 64-67, 70, 74 Screenshots of portal will need to be updated on pages 65, 68, 72, 75	ERA2 Portal User Guide
ERA2 Data Dictionary	Reporting - Supplemental TA	Ready for clearance	Replaced "gender" with "sex" in Column E, Rows 87, 88, 90-103	ERA2 Data Dictionary
ERA2 Recipients’ Reporting Requirements Supplemental Technical Assistance Resource Demographic Reporting (Tables 1-5) and Housing Stability & Eviction Prevention Services	Reporting - Supplemental TA	Final edits dependent on portal updates (need screenshots)	complete - 5/19/25 - "gender" changed to "sex" in slides 5, 8, 10-14, and 16. Updated "mock-up" screenshot of portal update on pages 8 and 9;	ERA2 Reporting Resource and Housing Stability Services Overview
ERA2 Tip - Worksheet for Demographic Reporting	Reporting - Supplemental TA	Ready for clearance	complete - 5/19/25 - across tabs: "gender" changed to "sex," non-binary removed, "Not Collected" changed to "Not Collected/Reported"	Demographic Reporting Worksheet.xlsx
ERA2 Tip - Calculating Average Number of Months of Assistance	Reporting - Supplemental TA	Ready for clearance	Replaced "gender" with "sex" on page 2; updated to version 3 with May 2025 date	ERA-Tip-Calc-Avg-Months.pdf
ERA2 Example Application Flow,	Program TA	Complete/Live (see link in column E)	completed 5/14/25 - "gender" changed to "sex" (did not depend on to reporting updates)	Example-application-flow
ERA2 Online Applications	Program TA	Complete/Live (see link in column E)	completed 5/14/25 - "gender" changed to "sex" (did not depend on to reporting updates)	Application-web-sites
ERA2 Quarterly Report	Portal Interface	Under development (see visual of edits in "HAF and ERA2 Portal Updates - Mock-Up")	Mock-up document to illustrate change - applies to all sections of the report where it appears	Portal will be updated 06/03 for next reporting cycle
ERA2 Closeout Report	Portal Interface	Under development (see visual of edits in "HAF and ERA2 Portal Updates - Mock-Up")	Mock-up document to illustrate change - applies to all sections of the report where it appears	Design should be complete 6/03 (for screenshots); deployment slated for 6/30