Guidelines / Manuals

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
June 6, 2019
6.19.19 CAWS Agenda & Materials
By Academic Planning and Policy
June 18, 2019
CAWS 6.19.19 V-P Supplemental
By Academic Planning and Policy
June 6, 2019
6.19.19 CAAP Agenda & Materials
By Academic Planning and Policy
March 21, 2019
Agenda Item V-I (3): Consideration of adopting the Commissioner?s recommendation to the Committee relating to the proposed amendments to Chapter 4, Subchapter D, Sections 4.84 and 4.85 of Board rules
By Academic Planning and Policy
May 15, 2019
Texas Educational Opportunity Grant (TEOG) FY 2020 Program Guidelines

2019-20 Program Guidelines Texas Educational Opportunity Grant (TEOG)

By Student Financial Aid Programs
April 25, 2019
Texas College Work-Study (TWCS) FY 2020 Program Guidelines

The Texas College Work-Study (TCWS) Program is authorized by TEC, Chapter 56, Subchapter E, Section 56.073. Rules establishing procedures to administer the subchapter can be found in Title 19 of the TAC, Chapter 22, Subchapter G. The purpose of the TCWS Program is to provide employment to eligible students with financial need. These positions are funded by a combination of state appropriations and funds from employers.

By Student Financial Aid Programs
May 29, 2019
TASSP FY 2020 Program Guidelines

The Texas Armed Services Scholarship Program (TASSP) is authorized by TEC, Chapter 61, Subchapter A, Section 61.9771. Rules establishing procedures to administer the subchapter can be found in Title 19 of the TAC, Chapter 22, Subchapter I. The purpose of the TASSP is to encourage students to become members of the Texas Army National Guard, Texas Air National Guard, Texas State Guard, United States Coast Guard or United States Merchant Marine, or to become commissioned officers in any branch of the armed services of the United States.

By Student Financial Aid Programs
May 22, 2019
Net Price Calculator FY 2020 Guidelines

Public institutions of higher education are required to participate in the NPC tool by providing the required institutional information to estimate the COA. Private/Independent institutions of higher education in Texas approved to participate in the Tuition Equalization Grant (TEG) and Texas College Work-Study (TCWS) Programs are strongly encouraged to participate in the NPC tool.

By Student Financial Aid Programs