Texas Public Universities

嚜燎EPORTING and PROCEDURES

MANUAL

for

Texas Public Universities

Current Version

In Effect Fall 2018

TEXAS HIGHER EDUCATION COORDINATING BOARD

Educational Data Center

FOREWORD

The reports discussed in this University manual fulfill provisions of the Higher Education

Coordinating Act of 1965 as amended (codified as Subtitle B, Chapter 61, Texas Education

Code, 1971).

All reports must be submitted electronically. (See detail in Electronic Data Transfer

System section of manual.) A set of instructions for preparing the data in the Coordinating Board

format is associated with each report.

If you need to write to the Educational Data Center, the address is:

Educational Data Center

Texas Higher Education Coordinating Board

P.O. Box 12788

Austin, TX 78711

The fax number is (512) 427-6147.

If you have questions concerning the use or implementation of this manual, contact

Douglas Parker for questions regarding all CBM reports except the CBM005, CBM011, and

CBM014; Roland Gilmore for questions regarding the CBM005, CBM011, and CBM014; and

Victor Reyna regarding general reporting questions at the above address or at the following

telecommunication numbers:

Regular Phone

INTERNET Address

Douglas Parker

(512) 427-6136

Douglas.Parker@thecb.state.tx.us

Roland Gilmore

(512) 427-6243

Roland.Gilmore@thecb.state.tx.us

Victor Reyna

(512) 427-6286

Victor.Reyna@thecb.state.tx.us

Click on Memos Related to Changes to the CBM Manual for Universities for memos

related to changes made to the Reporting and Procedures Manual prior to the memo(s)

appearing in this manual.

The Texas Higher Education Coordinating Board does not discriminate on

the basis of race, color, national origin, gender, religion, age or disability in

employment or the provision of services.

Public Universities

TABLE OF CONTENTS

Page

I.

General Reporting Issues .................................................................................................... 0.1-0.11

A. Additional Reports/Important Dates.............................................................................

0.1

B. Reporting Periods.........................................................................................................

0.2

C. Coordinating Board Contacts.......................................................................................

0.4

D. Electronic Data Transfer System.................................................................................

0.5

E. Certification of CBM Reports........................................................................................

0.9

II.

Student Report (CBM001) ................................................................................................... 1.1-1.35

A. Instructions for Student Report....................................................................................

1.1

B. Data Processing Record Layout..................................................................................

1.17

C. Questionable and Error Values....................................................................................

1.19

D. Summary of Student Data............................................................................................

1.24

III.

Texas Success Initiative Report (CBM002)......................................................................... 2.1-2.38

A. Instructions for TSI Report...........................................................................................

2.1

B. Reporting Examples....................................................................................................

2.24

C. Data Processing Record Layout..................................................................................

2.28

D. Questionable and Error Values....................................................................................

2.30

E. Summary of TSI Data...................................................................................................

2.33

IV.

Course Inventory (CBM003) ................................................................................................ 3.1-3.11

A. Instructions...................................................................................................................

3.1

B. Data Processing Record Layout..................................................................................

3.8

C. Summary of Course Inventory Data............................................................................

3.9

V.

Class Report (CBM004)###############.############# 4.1-4.33

4.1

A. Instructions for Class Report....................... ...............................................................

B. Reporting Examples....................................................................................................

4.14

C

Example: Allocation of Enrollment of Students Whose Developmental SCH is NOT State-Funded

4.15

D. Data Processing Record Layout..................................................................................

4.17

E. Questionable and Error Values....................................................................................

4.18

6

F. Summary of Semester Credit Hours Generated..........................................................

4.20

VI.

Building and Room Report (CBM005) ................................................................................. 5.1-5.12

A. Instructions for Building and Room Report..................................................................

5.1

B. Data Processing Record Layout..................................................................................

5.5

C. Questionable and Error Values....................................................................................

5.6

D. Summary of Building and Room Data..........................................................................

5.8

VII.

Faculty Report (CBM008) ................................................................................................... 8.1-8.19

A. Instructions for Faculty Report.....................................................................................

8.1

B. Reporting Examples ....................................................................................................

8.9

C. Data Processing Record Layout..................................................................................

8.10

D. Questionable and Error Values...................................................................................

8.12

E. Summary of Faculty Data............................................................................................

8.15

VIII.

Graduation Report (CBM009)...........................................................................................

A. Instructions for Graduation Report............................................................................

B. Data Processing Record Layout...............................................................................

C. Questionable and Error Values.................................................................................

D. Summary of Graduation Data...................................................................................

i

9.1-9.11

9.1

9.5

9.6

9.8

Table of Contents (Continued)

Page

IX.

Facilities Room Inventory Report (CBM011)..................................................................... 11.1-11.21

A. Instructions for Room Inventory Report....................................................................

11.1

B. Data Processing Record Layout...............................................................................

11.6

C. Questionable and Error Values.................................................................................

11.7

D. Space Excluded From E&G Space Calculation........................................................

11.9

E. Summary of Room Inventory Data............................................................................

11.11

X.

Facilities Building Inventory Rep3ort (CBM014)............................................................... 14.1-14.8

A. Instructions for Building Inventory Report.................................................................

14.1

B. Data Processing Record Layout...............................................................................

14.4

C. Questionable and Error Values.................................................................................

14.5

D. Summary of Building Inventory Data.........................................................................

14.6

XI.

Admissions Report (CBM00B)..........................................................................................

A. Instructions for Admissions Report...........................................................................

B. Data Processing Record Layout...............................................................................

C. Questionable and Error Values.................................................................................

D. Summary of Admissions Data...................................................................................

B.1-B.16

B.1

B.7

B.8

B.10

XII.

Doctoral Exception Report (CBM00E)..............................................................................

A. Instructions for Doctoral Exception Report...............................................................

B.

Processing

Layout...............................................................................

ctoralData

Exception

ReportRecord

(CBM00E)

.............................................................................

C.

Summary

of

Doctoral

Exception

Data...............................................................

.....................................................................

Instructions for Doctoral Exception Report

E.1-E.9

E.1

E.4

E.5

XIII.

Student Number Change Report (CBM00N).....................................................................

A. Instructions for Student Number Change Report......................................................

B. Data Processing Record Layout...............................................................................

N.1-N.3

N.1

N.3

XIV.

Student Schedule Report (CBM00S)................................................................................ S.1-S.27

A. Instructions...................................................................................................................

S.1

B. Reporting Examples.....................................................................................................

S.15

C. Data Processing Record Layout..................................................................................

S.16

D. Questionable and Error Values...................................................................................

S.17

E. Summary of Semester Credit Hour Generated.............................................................

S.20

S.22

F. Summary of Student Schedule Data#.........................................................................

XV.

Students in Self-Supporting Courses and Programs (CBM00X)......................................

A. Instructions for Students in Self-Supporting Courses and Programs.......................

B. Data Processing Record Layout...............................................................................

C. Questionable and Error Values.................................................................................

D. Summary of Extension Student Data#......................................................................

XVI.

Student End of Semester Report (CBM0E1).................................................................... E1.1-E1.35

A. Instructions...................................................................................................................

E1.1

E1.18

B. Data Processing Record Layout..................................................................................

E1.20

C. Questionable and Error Values....................................................................................

E1.24

D. CBM0E1/00S SCH Mismatch......................................................................................

E1.25

E. Summary of Student Data............................................................................................

ii

X.1-X.13

X.1

X.6

X.7

X.9

Univ. General Reporting Issues

ADDITIONAL REPORTS/IMPORTANT DATES

Preliminary Headcount Enrollment 每 Preliminary 12th class day fall enrollment due third week of

September of each year for release in October

Nursing Shortage Reduction Program (NSRP) 每 CBM009 data submitted annually by October 1

of each year to count nursing graduates for funding; the nursing graduates must be error-free to

be counted (for participating institutions)

Cost Study 每 Certified fiscal year CBM004 and CBM008 data run in November of each year

Accountability 每 Certified fall CBM reports run December 1 of each year

Space Model 每 Certified fall CBM004 and CBM008 reports run in December of each year

Doctoral Exception Report 每 Doctoral master file with exceptions (from CBM00E) created in

February of even years

Formula Funding for Appropriations 每

- Initial run in October of even years using calendar year spring, summer, and fall CBM004

hours; sent to the LBB in November

- Final run in February of odd years using certified base year CBM004 hours

0.1

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