Guidelines / Manuals

September 4, 2018
CBM Appendices to the Reporting and Procedures Manuals 2018

Apendices 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 2018 for use with CBM Reporting.

By Educational Data Center
May 25, 2021
CBM Appendices to the Reporting and Procedures Manuals 2021

Apendices to the Reporting and Procedures Manuals for Texas Universities, Health-Related Institutions, Community, Technical, and State Colleges, and Career Schools and Colleges in effect Summer 2021 for use with CBM Reporting.

By Educational Data Center
November 16, 2020
CBM Appendices to the Reporting and Procedures Manuals 2020

Apendices 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 2020 for use with CBM Reporting.

By Educational Data Center
College Student Budget Instructions 2021-2022
Texas Armed Services Scholarship (TASSP) FY 2022 Guidelines

Texas Armed Services Scholarship (TASSP) FY 2022 Guidelines

By Student Financial Aid Programs
College Access Loan (CAL) FY 2022 Guidelines

College Access Loan (CAL) FY 2022 Guidelines

By Student Financial Aid Programs
TXWORKS Student Guide to Search and Apply for Internships

TXWORKS Student Guide to Search and Apply for Internships

February 5, 2019
Good Neighbor Scholarship Program FY 2020 Online Application Instructions

Good Neighbor Scholarship Program FY 2020 Online Application Instructions

By Student Financial Aid Programs
November 13, 2020
Report of Fundable Operating Expenses (RFOE) Application Instructions

Provides information on accessing the RFOE collection tool (using CBPass secure login) along with submission instructions and requirements (Last updated November 2020).

By Strategic Planning and Funding
May 18, 2021
Tuition Equalization Grant (TEG) Engagement Guide 2020-21

Tuition Equalization Grant (TEG) Engagement Guide 2020-21 Coming Soon Announcement

Work-Study Student Mentorship Program Online Report Portal Instruction Guide

Work-Study Student Mentorship Program (WSMP) Institutional Online Report Portal is to submit your institution's required program reports and supplemental documents applicable to the Texas Higher Education Coordinating Board (THECB).

By Student Financial Aid Programs
June 20, 2019
Educational Aide Exemption FAQs FY 2020 Student Edition

Educational Aide Exemption (EAE) Frequently Asked Questions (FAQs) 2019-20 (FY 2020) Student Edition

By Student Financial Aid Programs
February 4, 2020
EDC Portal User Guide

Instructions for using the secure THECB EDC Portal (CBPass Login) for submitting CBM001 reports for processing to the Educational Data Center (EDC). Last updated November 2019 for Spring 2020 CBM001 report submission.

By Educational Data Center
May 1, 2019
Educational Aide Exemption FAQs FY 2020 Institution Edition

This document contains frequently asked questions (FAQ) to inform and assist individuals interested in applying for the Educational Aide Exemption (EAE) Program.

By Student Financial Aid Programs
May 29, 2019
B-On-Time (BOT) Program Guidelines FY 2020

BOT FY 2020 Program Guidelines

By Student Financial Aid Programs
May 29, 2019
College Access Loan (CAL) Program Guidelines FY 2020

College Access Loan (CAL) Program Guidelines FY 2020

By Student Financial Aid Programs
May 9, 2019
Year-Round Grant Guidance FY 2019

Year-Round Grant Guidance 2018-19 (FY 2019), Financial Aid Services, Student Financial Aid Programs (SFAP)

By Student Financial Aid Programs
December 18, 2019
Financial Aid Database (FAD) FY 2020 Report Manual

The purpose of the Financial Aid Database (FAD) Report is to collect data used by the Texas Higher Education Coordinating Board (THECB) to produce an annual statewide Financial Aid Report, determine state aid program allocations, conduct compliance monitoring, and generate additional statewide and institutional reports. This document provides information and guidance to institutions for completing the FAD Report.

By Office of Student Financial Aid Programs
Educational Aide Exemption (EAE) Funds Request Form Instructions

Instruction on how to complete the Educational Aide Exemption (EAE) Fund Request Form (FRF). Participating Institutions can request EAE program funds throughout the year on an as-needed basis using the Funds Request Form (FRF). The FRF allows for easier reconciliation between the institution’s Financial Aid Office, Business Office, and the Texas Higher Education Coordinating Board (THECB).

June 17, 2019
TEXAS Grant FY 2019 Guidelines

Toward EXcellence, Access and Success TEXAS Grant FY 2019 Guidelines 

By Student Financial Aid Programs