Guidelines / Manuals

April 7, 2021
Texas Armed Services Scholarship Program FY 2022 Statute Archive

2021-22 State Financial Aid Program Guidelines. Therefore, archived copies of statute and rule that were used to create the FY 2022 guidelines have been created.

By Student Financial Aid Programs
April 1, 2021
Reporting and Procedures Manual Supplement for Texas Public Universities Spring 2022

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

By Educational Data Center
April 1, 2021
Reporting and Procedures Manual Supplement for Texas Community, Technical, and State Colleges Spring 2022

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).

By Educational Data Center
March 31, 2021
Reporting and Procedures Manual for Texas Community, Technical, and State Colleges Spring 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).

By Educational Data Center
March 31, 2021
Reporting and Procedures Manual for Texas Public Universities Spring 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).

By Educational Data Center
February 11, 2021
Quick Guide for Annual Progress Report for New Doctoral Programs

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.

By Academic Quality and Workforce
February 3, 2021
Reporting and Procedures Manual for Texas Health-Related Institutions Spring 2021
Reporting and Procedures Manual for Texas Health-Related Institutions in effect Spring 2021 for CBM Reports for student enrollment, faculty, graduation, residents, fellows, facilities (Last updated February 2021).
By Educational Data Center
February 2, 2021
Good Neighbor Program FY 2022 Online Recommendation Instructions

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).

By Student Financial Aid Programs
November 24, 2020
60x30TX Accountability System: Institutional Portal Quick Start Guide

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

By Strategic Planning and Funding
November 20, 2020
Financial Aid Database FY 2021 Report Manual

FY 2021 Financial Aid Database Report Manual 2020-21

By Student Financial Aid Programs
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
November 13, 2020
Community College Annual Reporting and Analysis Tool (CARAT) User's Guide

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).

By Strategic Planning and Funding
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
September 25, 2020
Financial Aid Database Report Manual FY 2020 Cyle III Revisions

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.

By Student Financial Aid Programs
September 16, 2020
Annual Financial Reporting Manual for Texas Public Community Colleges 2020

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

By Strategic Planning and Funding
September 15, 2020
CBM Appendix K - ACGME and AOA Residency Programs in Texas 2020

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

By Educational Data Center
September 8, 2020
Reporting and Procedures Manual for Texas Career Schools and Colleges 2020

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.

By Strategic Planning and Funding
September 1, 2020
Reporting and Procedures Manual for Texas Health-Related Institutions Fall 2019

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).

By Educational Data Center
September 1, 2020
Reporting and Procedures Manual for Texas Community, Technical, and State Colleges Summer 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).

By Educational Data Center
September 1, 2020
Reporting and Procedures Manual for Texas Public Universities Summer 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).

By Educational Data Center