Guidelines / Manuals

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
August 26, 2020
Net Price Calculator FY 2021 Guidelines

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

By Student Financial Aid Programs
August 6, 2020
Blind or Deaf Students Exemption Fact Sheet

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.
 

By Student Financial Aid Programs
July 30, 2020
Reporting and Procedures Manual for Texas Community, Technical, and State Colleges Spring 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).

By Educational Data Center
July 30, 2020
Reporting and Procedures Manual for Texas Public Universities Spring 2020

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).

By Educational Data Center
July 27, 2020
Instructions -- ORP Annual Report Data

Instructions for Preparing Annual ORP Participation Report data

By Human Resources
June 22, 2020
State Financial Aid Program Guidelines 2020-21

State Financial Aid Program Guidelines 2020-21

By Student Financial Aid Programs
June 18, 2020
Tuition Equalization Grant FY 2020 Engagement Guide

The TEG Engagement Guide was developed by the Texas Higher Education Coordinating Board (THECB) to assist auditors during the TEG Program engagement process at Texas Private/Independent institutions. The purpose of the engagement is to confirm that awards are only given to eligible students and that the institution has an adequate system of internal controls to assure adherence to program laws and regulations.

Although all requirements outlined in this guide must be addressed by the auditor, the auditor should use his or her judgment to determine if further matters should be reviewed. This guide is not intended to be an exhaustive reference.

By Student Financial Aid Programs
June 17, 2020
Financial Aid Database FY 2020 Revised 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. 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
June 3, 2020
Bilingual Education Program FY 2021 Guidelines

Bilingual Education Program FY 2021 Guidelines

By Student Financial Aid Programs
May 19, 2020
Lower-Division Academic Course Guide Manual (ACGM) List 2020

This spreadsheet includes most courses in the Spring 2020 edition of the ACGM. It does not include courses previously removed or courses currently under review and scheduled for deletion. Academic Cooperatives (courses numbered 2289 and 2389), MUAP (applied music), MUEN (music ensembles), PHED/KINE activity and recreational dance courses, and Development Education are also excluded from the list. The spreadsheet includes course titles, descriptions, learning outcomes, semester credit hours, contact hours, and CIP approval codes.

By Academic Quality and Workforce
May 7, 2020
Foster Care Exemption Fact Sheet

This fact sheet highlights specific requirements in the Texas Education Code (TEC)
and Texas Administrative Code (TAC) in order to assist institutions with the administration of the Foster Care program for those who are currently or formerly under the conservatorship of the Texas Department of Family and Protective Services (DFPS).

By Student Financial Aid Programs