Guidelines / Manuals

September 25, 2023
Annual Financial Reporting Manual for Texas Public Community Colleges 2023

Budget Requirements and Annual Financial Reporting Requirements for Texas Public Community Colleges for FY 2023.

By Funding and Resource Planning
September 22, 2023
College Student Budget Instructions

The College Student Budgets (CSB) System Reporting Manual. Last updated September 2023.

By Data Management and Research
September 20, 2023
Texas First Program Fact Sheet

Texas First Program Fact Sheet

By Student Financial Aid Programs
September 20, 2023
Integrated Fiscal Reporting System (IFRS) Manual

IFRS Handbook for Reporting Officials. Last updated September 2023.

By Data Management and Research
September 18, 2023
Reporting and Procedures Manual for Texas Career Schools and Colleges 2023

Reporting and Procedures Manual for Career Schools and Colleges and Private and Out-of-State Public Postsecondary Institutions operating in Texas under a Certificate of Authority or a Certificate of Authorization in effect September 2023 for CBM Reports for student enrollment, graduation.

By Educational Data Center
August 30, 2023
CBM Appendix D - Administrative Unit Codes

Administrative Unit Codes as of August 30, 2023 for use with CBM reporting.

By Educational Data Center
August 18, 2023
Financial Reports Collection Procedures

Financial Reports Collection Procedures for Legislative Appropriations Requests (LAR), Annual Operating Budgets (BUD), and Annual Financial Reports (AFR).

By Funding and Resource Planning
June 15, 2023
CBM Reporting Due Dates

CBM Reporting due dates by sector. (Last updated June 2023).

By Educational Data Center
June 14, 2023
Facilities Audit Protocol

Facilities Audit Protocol.

By Funding and resource Planning
June 5, 2023
FAD Data Submission Portal Approved User List

Financial Aid Database (FAD) Data Submission Portal Approved User LIst

By Student Financial Aid Programs
May 15, 2023
Reporting and Procedures Manual for Texas Public Universities Spring 2023

Reporting and Procedures Manual for Texas Public Universities in effect Spring 2023 for CBM Reports for student enrollment, TSI, courses, faculty, graduation, facilities, admissions (Last updated May 2023).

By Educational Data Center
May 15, 2023
Reporting and Procedures Manual for Texas Community, Technical, and State Colleges Spring 2023

Reporting and Procedures Manual for Texas Community, Technical, and State Colleges in effect Spring 2023 for CBM Reports for student enrollment, TSI, classes, faculty, graduation, facilities (Last updated May 2023).

By Educational Data Center
April 28, 2023
ICPS Capital Expenditure Plan Training

Training slides for Integrated Campus Planning System (ICPS) Tool for THECB to collect all capital planning data from institutions and agencies. Last updated April 2023.

By Funding and Resource Planning
April 12, 2023
CBM Appendix M - Texas CEEB Codes

Texas CEEB Codes as of April 12, 2023 for use with CBM reporting.

By Educational Data Center
January 9, 2023
Reporting and Procedures Manual for Texas Health-Related Institutions Spring 2023

Reporting and Procedures Manual for Texas Health-Related Institutions in effect Spring 2023 for CBM Reports for student enrollment, faculty, graduation, residents, fellows, facilities (Last updated January 2023).

By Educational Data Center
January 6, 2023
CBM Appendices to the Reporting and Procedures Manuals Fall 2022

Appendices to the Reporting and Procedures Manuals for Texas Universities, Health-Related Institutions, Community, Technical, and State Colleges, and Career Schools and Colleges in effect Fall 2022 for use with CBM Reporting.

By Educational Data Center
December 16, 2022
Institutional Plan for Distance Education
By Academic Quality and Workforce
December 16, 2022
Policies regarding Off Campus Education Unit Designation for Universities and Health Related Institutions

Policies regarding Off Campus Education Unit Designation for Universities and Health Related Institutions

By Academic and Health Affairs
November 29, 2022
Quick Guide for Annual Progress Report for New Doctoral Programs

The Annual Progress Report system was designed to quickly move electronic reports up and down an institution’s structure and finally to THECB. This passworded system revolves around the institution’s chief academic officer (CAO) who specifies an institutional representative who will work on the report and the dean who will review it. The report is forwarded to THECB after the CAO’s final review.

By Academic Quality and Workforce
November 28, 2022
Guidelines Related to Changes To Existing Programs
By Academic Quality and Workforce