ESBD_493470_1772482267883_Attachment 5_Critical Reports Inventory.xlsx
XLSX spreadsheet 74 KB Posted
- Attached to
- Student Information System Solution
- Solicitation number
- RFP-01-CIO-26-261
- Issued by
- Brazos County, Texas
About this file
This file is a Critical Reports Inventory attachment for the A&M System, a Texas-based higher education consortium, detailing statutory and operational reports required for evaluation during a Student Information System (SIS) software procurement process. The document serves as an instructional guide for software vendors responding to the Request for Proposal, requiring them to assess their proposed solution's capability to produce or support 65 critical reports currently used across A&M System institutions. Respondents must indicate for each report whether the solution provides the functionality available out-of-the-box, through configuration within the existing system, or not available at all. The reports encompass state-mandated submissions (such as Census Reports, Faculty Reports, and Graduation Reports), federally-mandated filings (including IPEDS surveys, FISAP applications, and financial aid processing reports), and institution-specific operational reports supporting functions in admissions, enrollment, financial aid, student billing, international student services, and accreditation compliance.
The inventory identifies data sources including the SIS, Learning Management System (LMS), Faculty Information System, Facilities Management System, Customer Relationship Management (CRM) platform, and external systems such as Ed Connect and the National Student Clearinghouse. Reports are designated by university (with entries for "All Universities" and university-specific submissions from TAMUV) and include detailed descriptions of purpose, current information sources, and intended use. The document emphasizes that A&M System does not expect elaborate vendor responses to each report but encourages respondent teams to conduct independent due diligence to ensure accuracy and completeness of information for providing robust solution recommendations. No pricing, funding amounts, contract terms, or award dates are specified in this inventory document.
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Instructions
| Software Provider Attachment 5 - Critical Reports Inventory |
| Description: Information about statutory as well as operational reports used by A&M System |
| Respondent |
| [Enter Respondent's Name Here] |
| Table of Contents |
| -Critical Reports: List of statutory as well as operational reports currently in use that will have to be reproduced in the target state solution |
| INSTRUCTIONS: |
| This document provides an inventory of current reports generated by A&M System, based on internal A&M System IT & business working sessions |
| Respondent Teams are encouraged to perform their own due diligence during the RFP process for accuracy and completeness of information in order to provide robust solution recommendation |
Descriptions of Column Headings
| A&M System SIS Critical Reports | |
| NO | Unique identifier of the report. |
| Report Name | Name of the report. |
| Purpose | Information on how the report is used (for State Mandates, Federal Mandates, etc.) |
| Information Source | Identifies where the information currently resides for this report. |
| Description | Provide more detail on how the report is used and what it entails. |
| Vendor Response Fields | |
| Available Report | Using the definitions provided below, choose the option from the in-cell drop down that best describes how the proposed solution is able to provide the report: |
| Available OOB: Report is available out-the-box in the solution. | |
| Configuration: Report can be created and configured within the existing solution. | |
| Not Available: Report cannot be created using the existing solution. | |
| Comments | Please provide a brief explanation in the comments column, if desired. Note that A&M System does not expect an elaboration on each response to the service expectations. |
Critical Reports A&M System Critical Reports
| No | University | Report Name | Purpose | Information Source(s) | Descriptions | Report Available | Comments |
| 1 | All Universities | CBM0C1-Census Report | State Mandated | SIS | Reflects all students enrolled at the reporting institution as of the official census date (typically the 12th class day for 16-week Fall/Spring sessions). State mandated report. | ||
| 2 | All Universities | CBM002-Texas Success Initiative Report | State Mandated | SIS and LMS | Collects information about student readiness for freshman-level academic coursework as defined by the Texas Success Initiative (TSI) statute and rules. State mandated report. | ||
| 3 | All Universities | CBM003-Course Inventory | State Mandated | SIS and LMS | Electronic course inventory updates submitted to comply with state law, used to validate classes offered and determine the funding category in the formula process. State mandated report. | ||
| 4 | All Universities | CBM0CS-Census Student Schedule Report | State Mandated | SIS and LMS | Reflects individual courses enrolled in by students as of the official census date, including approved courses for resident credit, and is essential for calculating state funding. State mandated report. | ||
| 5 | All Universities | CBM005-Building and Room Use Report | State Mandated | Faculty Information System, SIS, and Facilities Mgmt. System | Collects data reflecting building and room assignments as of the 12th class day of the fall semester only, used to calculate classroom and class laboratory utilization. State mandated report. | ||
| 6 | All Universities | CBM0C8-Census Faculty Report | State Mandated | Faculty Information System, SIS, LMS, and Facilities Mgmt. System | A census date report collecting auditable faculty information associated with the classes reported on the CBM0CS. State mandated report. | ||
| 7 | All Universities | CBM008-Faculty Report | State Mandated | Faculty Information System and SIS | An end-of-semester report gathering data on the academic duties and services, tenure status, and salaries of each person who has any type of faculty appointment. State mandated report. | ||
| 8 | All Universities | CBM009-Graduation Report | State Mandated | SIS | Reflects degrees conferred during the fiscal year immediately preceding the fall semester in which the report is submitted. State mandated report. | ||
| 9 | All Universities | CBM011-Facilities Room Inventory Report | State Mandated | Faculty Information System, SIS, and Facilities Mgmt. System | Reports detailed information on space use, functional category, room area, and CIP codes for rooms within a building. State mandated report. | ||
| 10 | All Universities | CBM014-Facilities Building Inventory Report | State Mandated | Faculty Information System, SIS, and Facilities Mgmt. System | Includes facilities under the control of the institution’s governing board, regardless of location, providing information such as condition code, ownership code, and gross area. State mandated report. | ||
| 11 | All Universities | CBM00B-Admissions Reports | State Mandated | CRM and SIS | Collects data mandated by the Uniform Admissions Bill (HB 588) regarding who applies, who is admitted, and who enrolls (covering undergraduate, graduate, and professional applicants for summer and fall). State mandated report. | ||
| 12 | All Universities | CBM00E-Doctoral Exception Report | State Mandated | SIS | A biennial report used to identify doctoral students who are granted program or individual exceptions to the 99-hour limit on doctoral semester credit hours eligible for formula funding. State mandated report. | ||
| 13 | All Universities | CBM00N-Student Number Change Report | State Mandated | SIS | Submitted at any time to maintain accurate student identifying data (SSNs, birth dates, gender) in relation to the undergraduate funding limit database. State mandated report. | ||
| 14 | All Universities | CBM00S-Student Schedule Report | State Mandated | SIS | Reflects individual courses and grades, by student, as of the final day for each semester, for Coordinating Board-approved courses for credit. State mandated report. | ||
| 15 | All Universities | CBM00T-Student Transfer Report | State Mandated | CRM and SIS | Reports courses taken by first-time transfer students from Texas public community/state colleges for which academic credit or credit toward the student’s major was not granted by the university. State mandated report. | ||
| 16 | All Universities | CBM00X-Students in Self-Supporting Courses and Programs | State Mandated | SIS and LMS | Reflects all students enrolled in self-supporting academic credit courses creditable toward an award as of the official census date during the prior fiscal year. State mandated report. | ||
| 17 | All Universities | CBM0E1-Student End of Semester Report | State Mandated | SIS and LMS | Reflects students enrolled as of the final day of each semester, used for tracking enrollment, particularly for matching student course records reported on the CBM00S. State mandated report. | ||
| 18 | TAMUV | National Student Clearinghouse Enrollment Report | Federally Mandated | SIS | Report provides an update of students’ enrollment statuses submitted on a regular schedule. | ||
| 19 | TAMUV | National Student Clearinghouse Graduation Report | Federally Mandated | SIS | Reports students who have completed a degree so that the Department of Education can update NSLDS. | ||
| 20 | TAMUV | Reverse Transfer Report | State Mandated | SIS | Report submitted through the NSC to support the Texas Reverse Transfer initiative. The report provides student course, GPA, and credential data to partner community colleges so they can evaluate students for associate degree eligibility. | ||
| 21 | TAMUV | Hazlewood Annual Report Submission to TVC for LBB Reporting | State Mandated | SIS | Institutions are required to submit Hazlewood Waiver data to TVC each semester. At the end of the academic year, TVC compiles this data and submits a report to the LBB. The LBB uses this info to determine the compensation amount each institution receives for Hazlewood Waiver processing. | ||
| 22 | TAMUV | Warrant Hold Reporting | State Mandated | SIS | Institutions are required to report outstanding balances to the state of Texas. To be compliant, a process within the SIS is needed that pulls the necessary data & creates a file in the format required by the State of Texas. | ||
| 23 | TAMUV | Credit Card Processing | Institution | SIS | Reports are needed for credit card processing purposes (credit card processing fee calculations & self service payment activity) | ||
| 24 | TAMUV | Enrollment Cancellation Processing | Institution | SIS | Reports are needed for enrollment cancellation processing purposes (need capability in SIS to generate a report that identifies students who have been enrollment cancelled. | ||
| 25 | TAMUV | Missing Grades and Missing Grade Rosters | Institution | SIS | Two separate reports used to pull grade rosters with missing grades—one pulls rosters where no grades have been entered and the other pulls partially completed rosters. Custom report in Campus Solutions, built by UHS. | ||
| 26 | TAMUV | Student Applied for Graduation | Institution | SIS | This is a detailed report listing all graduation applicants for the specified term—including graduation status, academic data, honors, personal information and commencement participation. Custom report in Campus Solutions, built by UHS. | ||
| 27 | TAMUV | CV and Syllabi Compliance Rpt | State Mandated | SIS | Reflects instructors that have uploaded their syllabi and CV into Peoplesoft to meet state requirements for publicly posted links to each class and instructor CV and syllabi. | ||
| 28 | TAMUV | UHV_OIE_UNAPPROVED | Accreditation Mandated | SIS | Reflects instructors teaching a course that they have not been approved to teach yet. | ||
| 29 | TAMUV | UHIR_ADMISSIONS | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 30 | TAMUV | UHIR_ADM_SCORES | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 31 | TAMUV | UHIR_CLASS_ATTR | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 32 | TAMUV | UHIR_CLASS_TBL | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 33 | TAMUV | UHIR_HOUSING | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 34 | TAMUV | UHIR_STDNT_ACTI | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 35 | TAMUV | UHIR_STDNT_DEGR | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 36 | TAMUV | UHIR_STDNT_ENRL | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 37 | TAMUV | UHIR_STDNT_STRM | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 38 | TAMUV | UHIR_STUDENTS | Institution | SIS | Pulls from various tables to get factbook data. | ||
| 39 | TAMUV | CBM008 Example-JS | State Mandated | SIS - In Business Objects | Pulls instructor and salary information to update CB faculty tables. | ||
| 40 | TAMUV | UHS_CLS_SCHDL_REP | Institution | SIS | Report used to pull class schedule and instructor information to send to Follett as part of the institution's textbook affordability program. Custom report in Campus Solutions, built by UHS. | ||
| 41 | TAMUV | Origination & Disbursement Files | Federal Mandated | SIS | Creates File into z:drive to send to COD. Pell Disbursements, and Loan Disbursements to Common Origination Disbursement (COD). | ||
| 42 | TAMUV | Financial Adi Database (FAD) Report | State Mandated | SIS | Creates report to collect data used by THECB to produce an annual statewide Financial Aid Report to determine state aid program allocations. | ||
| 43 | TAMUV | IPEDS: Student Financial Aid Survey | Federal Mandated | SIS | Survey collects the count of students awarded different types of financial aid or military education benefits and the total amounts of aid awarded. The average dollar amount of aid awarded is then calculated. Data collected: Students in the following categories awarded aid - All undergraduate students, all degree/certificate-seeking students, all full-time, first-time degree/certificate-seeking undergraduate students, and all non-degree/certificate-seeking undergraduate students; The amount of aid awarded to the students in those categories for different types of aid; and Counts of undergraduate and graduate students receiving military education benefits. | ||
| 44 | TAMUV | Fiscal Operations Report and Application to Participate (FISAP) | Federal Mandated | SIS | Used by schools to apply for Campus-Based Program funding for the upcoming award year and to report Campus-Based Program expenditures for the previous award year. | ||
| 45 | TAMUV | Pro-verifier: Verification Report | Federal Mandated | SIS | Files created for students who are selected for verification. Import and export processing. | ||
| 46 | TAMUV | Batch Verification Process | Federal Mandated | SIS | Reports are needed for verification batch process(need capability in SIS to generate a file that is sent through EdConnect). | ||
| 47 | TAMUV | Award Cancellation Process | SIS | Report needed for award cancellation processing purposes (need capability in SIS to generate a report that identifies students who have not accepted their aid) | |||
| 48 | TAMUV | Pell Repackage Process | Federal Mandated | SIS | Report needed for award adjustment to actual enrollment (need capability in SIS to generate a report that identifies students and their enrollment) | ||
| 49 | TAMUV | Award Batch Process | Federal Mandated | SIS | Reports needed for award processing purposes (need capability in SIS to generate a report that identifies students' enrollment, residency, and financial need information.) | ||
| 50 | TAMUV | Pell Reconciliation | Federal Mandated | SIS | File brought in from Ed Connect into the SIS of pell awards and draw downs. | ||
| 51 | TAMUV | Loan Reconciliation | Federal Mandated | SIS | File brought in from Ed Connect into the SIS of loan awards and draw downs. | ||
| 52 | TAMUV | Return of Title 4 | Federal Mandated | SIS | Run report to create Return of Title 4 Worksheet. | ||
| 53 | TAMUV | ISIR Load | Federal Mandated | SIS | Files from Department of Education to receive student Information record from their Free Application for Federal Student Aid. | ||
| 54 | TAMUV | Scholarship Awards | SIS | Create files from SIS to Academicworks of student information. Application for scholarship. | |||
| 55 | TAMUV | Pell Origination | Federal Mandated | SIS | Reports created to select the population of students to originate for pell. | ||
| 56 | TAMUV | Loan Origination | Federal Mandated | SIS | Reports created to select the population of students to originate for loan | ||
| 57 | TAMUV | Financial Aid Term and Budgets | SIS | Reports to update budgets and cost of attendance for terms | |||
| 58 | TAMUV | Disbursement Process | Federal Mandated | SIS | Report | ||
| 59 | TAMUV | Resolving NSLDS | Federal Mandated | SIS | File brought in from Ed Connect into the SIS and creates a checklist item. | ||
| 60 | TAMUV | Financial Value Transparency and Gainful Employment | Federal Mandated | SIS | Report pulls information from SIS, report is uploaded to the National Student Clearinghouse. | ||
| 61 | TAMUV | Import Files from Ed Connect | Files need to be brought in and send to Ed Connect into/from the SIS for Exit Counseling, Master Promissory Note, Entrance Counseling, Pell LEU (Pell Limits), ISIR Load, Return of Title IV, Pell Origination, Loan Origination, Disbursements, Resolving NSLDS errors. | ||||
| 62 | TAMUV | Academic Health Plans-Health Insurance Report | Academic Health Plan | SIS | Obtain information to report international students to the Academic Health Plans so students can be automatically added to the Student Health Insurance Plan. UHV_SF_HLTH_INS_CHARGED | ||
| 63 | TAMUV | International Student Scholars System | Terra Dotta | SIS and SEVIS | ISSS takes information from the SIS system to populate and transfer to the SEVP portal to create I-20's, and reports of students to maintain International Student records (Visa, Citizenship, program, and biographical information all used to populate data needed for the ISSS-Terra Dotta System). | ||
| 64 | TAMUV | International Student Course, GPA, and Balance Review | SEVIS Compliance | SIS | In order to maintain International Student Status we must review course schedules, grades, and financial information. UHV_INTL_F1_RETENTION2 & UHV_INTL_F1J1_PYMT_BAL | ||
| 65 | TAMUV | Institution | SIS | Student Billing, Financial Aid, Student Records, Admissions, International Programs, and other institutional offices regularly rely on custom-built queries to execute operational processes and retrieve data. |
Drop down
| Available OOB |
| Configuration |
| Not Available |
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