Guidelines / Manuals

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

Texas First Program Fact Sheet

IFRS Handbook for Reporting Officials. Last updated September 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.

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

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

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

Facilities Audit Protocol.

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

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).

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).

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.

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

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).

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.

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

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.