Guidelines / Manuals

Quick Start Guide for accessing the Texas Higher Education Coordinating Board Accountability System Institutional Portal for data entry and report review.

FY 2021 Financial Aid Database Report Manual 2020-21

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.

Provides information on accessing the CARAT Reporting Tool (using CBPass secure login) for data entry and certification, and the CARAT Analysis Tool (no login required) for analyzing data and viewing reports from the CARAT database (Last updated November 2020).

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

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. The FAD Report provides the state with a means of measuring and analyzing the funding resources available to students attending public and private/independent institutions of higher education in Texas.

Budget Requirements and Annual Financial Reporting Requirements for Texas Public Community Colleges for FY 2020.

ACGME and AOA residency program list for use with September 2020 CBM00R reporting.

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 2020 for CBM Reports for student enrollment, graduation.

Reporting and Procedures Manual for Texas Health-Related Institutions in effect Fall 2019 for CBM Reports for student enrollment, faculty, graduation, residents, fellows, facilities (Last updated September 2020).

Reporting and Procedures Manual for Texas Community, Technical, and State Colleges in effect Summer 2020 for CBM Reports for student enrollment, TSI, classes, faculty, graduation, facilities (Last updated September 2020).

Reporting and Procedures Manual for Texas Public Universities in effect Summer 2020 for CBM Reports for student enrollment, TSI, courses, faculty, graduation, facilities, admissions (Last updated September 2020).

The Texas Higher Education Coordinating Board (THECB) is required to provide an accessible tool for estimating the cost of attendance (COA) for full-time entering first-year students attending institutions of higher education in Texas (see Texas Education Code (TEC), Section 61.0777). General rules concerning the uniform standards for the publication of COA information as well as a tool (Net Price Calculator - NPC) to compute an estimated COA can be found in Texas Administrative Code (TAC), Chapter 21, Subchapter PP. 

Instructions for completing the annual Sources and Uses survey for research expenditures as part of the annual financial report.

This Fact Sheet highlights specific requirements regarding the Blind/Deaf Student Exemption Program in the Texas Education Code (TEC)
and/or Texas Administrative Code (TAC) in order to assist institutions with the administration of programs.
 

Reporting and Procedures Manual for Texas Public Universities in effect Spring 2020 for CBM Reports for student enrollment, TSI, courses, faculty, graduation, facilities, admissions (Last updated July 2020).

Reporting and Procedures Manual for Texas Community, Technical, and State Colleges in effect Spring 2020 for CBM Reports for student enrollment, TSI, classes, faculty, graduation, facilities (Last updated July 2020).

Instructions for Preparing Annual ORP Participation Report data