Guidelines / Manuals

Reporting and Procedures Manual Supplement for Texas Public Universities for new and modified CBM Reports in effect for Spring 2022 (Last updated April 2021).

Reporting and Procedures Manual Supplement for Texas Community, Technical, and State Colleges for new and modified CBM Reports in effect for Spring 2022 (Last updated April 2021).

Reporting and Procedures Manual for Texas Community, Technical, and State Colleges in effect Spring 2021 for CBM Reports for student enrollment, TSI, classes, faculty, graduation, facilities (Last updated March 2021).

Reporting and Procedures Manual for Texas Public Universities in effect Spring 2021 for CBM Reports for student enrollment, TSI, courses, faculty, graduation, facilities, admissions (Last updated March 2021).

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.

The purpose for this document is to provide guidance and clarification to institutions of higher education in the Good Neighbor Program online student nomination submission process. The purpose of the  form is to provide institutions with a secure method for submitting student recommendations to the Texas Higher Education Coordinating Board (THECB).

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).