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TABLE OF CONTENTS


Overview

Agency History

Grants Team Background

George W. Bush Biographical Sketch

Scope and Contents of the Records

Organization of the Records

Restrictions

Index Terms

Related Material

Administrative Information

Description of Series

Administrative correspondence, 1995-2000,

State budget development files, 1978, 1988-1999, undated, bulk 1995-1999,

Statewide cost allocation plans, 1971, 1989-1999, bulk 1990-1998,

Property tax relief records, 1976-1996, bulk 1996,

Grants Team records, 1967-2000, undated, bulk 1995-2000

Publications, 1995-2000,

Texas State Library and Archives Commission

Texas Governor George W. Bush:

An Inventory of Governor George W. Bush Budget and Planning Office Records Located at the George W. Bush Presidential Library, 1967-2000, undated, bulk 1990-2000



Overview

Creator: Texas. Governor (1995-2000 : Bush)
Title: Governor George W. Bush Budget and Planning Office records
Dates: 1967-2000, undated
Dates: bulk 1990-2000
Abstract: During Texas Governor George W. Bush's term, the Budget and Planning Office advised the Governor regarding state fiscal matters, prepared the Governor's biennial budget recommendations to the Legislature, monitored state appropriations and operations, analyzed fiscal and economic issues, and performed other duties determined by the Governor. Administrative correspondence, budget development files, statewide cost allocation plans, Grants Team records, and publications were created and/or maintained by the Budget and Planning Office in the course of developing and carrying out budgets and plans for funding Texas state government during the terms of Texas Governor George W. Bush. Types of materials include correspondence, memoranda, tracking slips, reports, statements, plans, proposals, manuals, opinions, printed material, legal documents, questionnaires, contracts, organization charts, notes, publications, memoranda of agreement, executive orders, bylaws, policies and procedures, drafts, budgets, legislative records, speeches, clippings, 3.5-inch floppy disks, and audiocassette tapes, dating 1967 to 2000 and undated, bulk 1990 to 2000, created and/or maintained by the office during the terms of Governor Bush. Albert Hawkins was the Director of the Budget and Planning Office during Bush's terms in office.
Quantity: 31.5 cubic ft., 54 audiocassette tapes
Location: The records are located at the George W. Bush Presidential Library in Dallas, Texas.
Language: These materials are written predominately in English.
Repository: Texas State Archives

Agency History

The governor of Texas is the chief executive officer of the state, elected by the citizens every four years. The duties and responsibilities of the governor include serving as commander-in-chief of the state's military forces; convening special sessions of the legislature for specific purposes; delivering to the legislature at the beginning of each regular session a report on the condition of the state, an accounting of all public money under the governor's control, a recommended biennial budget, an estimate of the amounts of money required to be raised by taxation, and any recommendations he deems necessary; signing or vetoing bills passed by the legislature; and executing the laws of the state. The governor can grant reprieves and commutations of punishment and pardons, upon the recommendation of the Board of Pardons and Paroles, and revoke conditional pardons. He appoints numerous public officials (with the consent of the Senate), fills vacancies in state and district offices (except vacancies in the legislature), calls special elections to fill vacancies in the legislature, fills vacancies in the United States Senate until an election can be held, and serves as ex officio member of several state boards.

The office of governor was first established by the Constitution of 1845 and superseded the office of president of the Republic of Texas. The position now exists under authority of Article IV, Section 1 of the Constitution of 1876 and Texas Government Code, Chapter 401. To be elected governor, a person must be at least thirty years old, a United States citizen, and a resident of Texas for at least five years preceding the election. In 1972, the term of office was extended from two to four years, effective in 1975. Since 1856 the governor has had the use of the Governor's Mansion.

In 1999 there were 198 full time equivalent employees in the Office of the Governor. Thirteen divisions outside of the Executive Office assist the governor in carrying out his functions: Administration, Appointments, Budget and Planning, Communications, General Counsel, Legislative, Policy, Scheduling, Criminal Justice Division, Governor's Committee on People with Disabilities, Office of Film, Music, Television and Multimedia Industries, Women's Commission, and Texas Council on Workforce and Economic Competitiveness.

The Texas Office of the Governor's Budget and Planning Office advises the Governor regarding state fiscal matters. The office also prepares the Governor's biennial budget recommendations to the Legislature, monitors state appropriations and operations, analyzes fiscal and economic issues, and performs other duties determined by the Governor. The budget office assigns each agency a budget analyst who serves as the contact point between the agency and the Governor's Office for the following issues: strategic planning; performance measurement; agency operating budgets; appropriations requests; consultant contract notifications and findings of fact; federal grant designations; emergency/deficiency grant requests; and other appropriations bill requirements.

From 1995 to 2000, Albert Hawkins was Texas State Budget Director for Governor George W. Bush. In this capacity, he headed the Budget and Planning Office, served as the chief advisor to the Governor on state fiscal issues, oversaw the development of the Governor's state budget, and represented the Governor before the Legislature on budgetary matters. Dale Craymer, the former Director of Budget and Planning under Texas Governor Ann Richards, briefly served as Deputy Director until he was replaced by Wayne R. Roberts. Several Group Directors, responsible for such broad areas as Health and Human Services and Governmental Services, worked under the Deputy Director, while the individual budget analysts appear to have worked under the Group Directors. Following the 2000 presidential election, Deputy Director Roberts became Acting Director as Hawkins prepared for the move to Washington D.C.

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Grants Team Background

The Texas Legislature established a State Grant Writing Team in the Office of State Federal Relations in 1991 (Senate Bill 3, 72nd Legislature, First Called Session, 1991). In 1995, this Team became part of the Texas Governor's Budget and Planning Office (House Bill 1399, 74th Legislature, Regular Session, 1995). The Grants Team monitors the federal, state, and private funding information resources and alerts state legislators, state agencies, non-profit organizations, all subdivisions of government and individuals to funding opportunities. The Grants Team, specifically: 1) provides technical assistance on federal funding matters to state agencies, subdivisions of government, Texas legislators, non-profit agencies, and individuals; 2) provides counseling on the availability and means of obtaining federal, state, and private funding assistance; 3) identifies federal and state funding opportunities and responds to inquiries about federal policies and agencies; 4) provides proposal writing support and review of applications; 5) collects and analyzes performance data from state agencies on maximizing federal funds; 6) compiles and distributes the Grant Alert, a fax newsletter about funding opportunities; 7) maintains a clearinghouse of information on the availability of federal, state, and private grants; 8) identifies and facilitates opportunities for collaboration among state agencies to seek federal discretionary funds; and 9) provides proposal writing training on a cost sharing basis. By law, the state Grants Team may charge fees to recover service costs.

The State Single Point of Contact is co-located with the Grants Team and provides grant applicants with information on how to comply with the intergovernmental review requirements of Federal Executive Order 12372 and the Texas Review and Comment System. During Bush's administration, all targeted grant applications (and responses) that were subject to statewide or regional review and had been or would be submitted to the federal government were routed to the Single Point of Contact. The Texas Review and Comment System [TRACS], run by the Grants Team, provides state and local officials with opportunities to comment on state plans, applications for state or federal financial assistance, and environmental impact statements related to projects or funding that affect their jurisdictions before the proposals are approved or funded. For further information on Texas grant and contract management see Texas Government Code, Title 7, Chapter 783: Uniform Grant and Contract Management. This chapter may be cited as the Uniform Grant and Contract Management Act.

Staff members in 1996 were (with their areas of responsibility): Denise Francis, Director - child care, criminal justice, employment and job training, health and human services, law enforcement and public safety, mental health, and substance abuse; Ron Ayer, Grants Analyst - agriculture, business development, disabilities, economic development, housing and homeless issues, telecommunications, and transportation; (by 1999 his responsibilities had evolved into disabilities, homeless issues, mental health, and telecommunications and he seems to have been doing a substantial amount of proposal review and grant writing training workshops); Clair Burleson, Research Assistant - academic research, education, energy, environment, historic preservation, Indian affairs, parks/recreation, and youth (non-incarcerated); and Mary Helen Rositas, Administrative Technician - compiled and managed the Grant Alert; database maintenance, document handling and administrative support; and maintenance of reports from state agencies on receipt of federal funds. By 1999 Clair Burleson seems to have left and the following staff members had been added: Jennifer Fisher, Grants Analyst - agriculture, rural development, business development, economic development, housing, and transportation; and Rita Stephan, Grants Analyst - academic research, education, energy, environment, historic preservation, Indian affairs, parks/recreation, and youth (non-incarcerated). Over time, other staff members and interns seem to have included Debra Mills, Reagan Swank, Matt Salazar, Maria Hernandez, Joe Castillo, Andres Alcantar, and others. Tom Adams was the State Single Point of Contact.

(Sources include: Guide to Texas State Agencies, 9th and 10th eds., (1996 and 1999); the contents of the records; and versions of the Governor's Office web site during Governor Bush's term available on the Internet Archive at http://web.archive.org/web/*/http://www.governor.state.tx.us, accessed on March 3, 2009.)

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George W. Bush Biographical Sketch

George W. Bush served as governor of Texas from January 17, 1995 to December 21, 2000, resigning as governor in the middle of his second term to become president of the United States.

He challenged the incumbent governor, Democrat Ann Richards, running on promises to improve public education and to reform the juvenile justice system, welfare, and the state's tort laws -- the system under which an injured person may sue for damages. During the 74th Legislature in 1995, he worked with the Democrats who controlled both houses of the Texas legislature and managed to get bills passed that dealt with the four issues he had emphasized in his campaign. Bush was seen as pro-business and a consensus-builder.

Bush advocated and signed the two largest tax cuts to date in Texas history, totaling over $3 billion. To pay for the cuts, he sought (unsuccessfully) federal approval of a plan to privatize Texas' social services. Education reform was a priority throughout his terms, with legislation emphasizing local control of schools, higher standards, and a revised curriculum. Controversy has followed, with charter schools mired in financial scandals and protests against one test determining a child's promotion. After winning reelection in 1998, Bush began his bid for the presidency and was not as involved in the 76th Legislature in 1999.

George W. Bush was born July 6, 1946 in New Haven, Connecticut and grew up in Midland and Houston, Texas. He graduated from Andover Academy, and received a bachelor's degree from Yale University and a master's from Harvard Business School. He served as a pilot in the Texas Air National Guard. In 1978, Bush was defeated in a run for the U.S. Congress in West Texas. He was involved in energy exploration from the 1970s into the 1980s. From 1989 until his election as governor, Bush worked with the Texas Rangers baseball organization, leading a group of partners in purchasing the team, and then serving as managing general partner. He married Laura Welch in 1977; they have two daughters.

(Sources include: Versions of the Governor's Office web site during Governor Bush's term available on the Internet Archive at http://web.archive.org/web/*/http://www.governor.state.tx.us, accessed on March 3, 2009.)

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Scope and Contents of the Records

During Texas Governor George W. Bush's term, the Budget and Planning Office advised the Governor regarding state fiscal matters, prepared the Governor's biennial budget recommendations to the Legislature, monitored state appropriations and operations, analyzed fiscal and economic issues, and performed other duties determined by the Governor. Administrative correspondence, budget development files, statewide cost allocation plans, Grants Team records, and publications were created and/or maintained by the Budget and Planning Office in the course of developing and carrying out budgets and plans for funding Texas state government during the terms of Texas Governor George W. Bush. Types of materials include correspondence, memoranda, tracking slips, reports, statements, plans, proposals, manuals, opinions, printed material, legal documents, questionnaires, contracts, organization charts, notes, publications, memoranda of agreement, executive orders, bylaws, policies and procedures, drafts, budgets, legislative records, speeches, clippings, 3.5-inch floppy disks, and audiocassette tapes, dating 1967 to 2000 and undated, bulk 1990 to 2000, created and/or maintained by the Texas Governor's Budget and Planning Office during the terms of George W. Bush. Albert Hawkins was the Director of the Budget and Planning Office during Bush's terms in office.

Administrative correspondence comprise the Budget and Planning Office "central files" and contain predominantly incoming and outgoing letters and memoranda that passed between the Budget and Planning staff and various other staff members in the Governor's Office, state agencies, federal agencies, corporations and consultants, state legislators and members of Congress, and various public officials. The subjects of the correspondence concern the development of the state budget and the financial needs and plans of Texas agencies and other state funded institutions, including appropriations, exempt salary issues, consultant contracts pursuant to Wagner-Peyser 7(b) allocations (a program providing employment-related services to veterans), emergency grants, applications for federal funds, allocation of additional full-time, part-time, and temporary employees, receipt of grant funds and other payments from federal bodies, Year 2000 transition costs, and disaster funding. General subjects include welfare to work, tax reform, the funding of public education and distressed communities, and managed care. A few memoranda concern internal Budget and Planning Office polices.

Records found in the State budget development files aid in documenting the development of the Texas state budget and were submitted by various state agencies to fulfill the reporting requirements of the General Appropriations Acts (House Bills 1) of the 74th and 75th Legislatures. The materials specifically concern, and can include copies of, rules review plans, biennial operating plans, capital acquisition statements and requests, salary level information, fee and tax collection income reports, cost containment reports, position classification statements, exceptional item funding requests, employee bonuses in return for Year 2000 conversion activities, service and population category information, contract approval requests, lawsuit notifications, and various other subjects. Correspondence is frequently addressed to Albert Hawkins, but was logged and handled by the office staff, as indicated by the logging/tracking forms attached to the letters. The role of the Legislative Budget Board in the budget development process can be discerned in some of the materials. A few documents concerning agency exempt salary plans date from the term of Texas Governor Ann Richards and were written by Dale Craymer, her Director of Budget and Planning.

Records in the Statewide cost allocation plans series concern the creation of plans that track the state's indirect costs and the recovery of those costs for the purpose of satisfying federal grant guidelines. The cost allocation plans were prepared by David M. Griffith & Associates, LTD and by KPMG Peat Marwick. Additional training materials, manuals, and proposals were submitted by David M. Griffith & Associates, LTD. Correspondence and attachments concern the plans and particularly involve communications with the U.S. Department of Health and Human Services (DHHS), the agency designated by OMB (U.S. Office of Management and Budget) as the cognizant agency responsible for negotiating indirect, fringe benefit (and other specialty) rates and issuing related rate agreements for a significant number of organizations receiving federal awards. Budget and Planning Office Grant's Team staff member Tom Adams figures prominently in the majority of the correspondence. Major subjects of concern in the records center around costs that the federal government disallowed, particularly charges regarding the Capitol Complex Telephone System and the Uniform Group Insurance Program (UGIP). Some of the materials date from the terms of Texas Governors William P. Clements and Ann Richards and involve Budget and Planning Directors Sheila Beckett and Dale Craymer.

Property tax relief records are written testimony, public testimony registration cards, sign-in sheets, audiocassette tapes of public hearings, and correspondence, 1976 to 1996, bulk 1996, created, received, or maintained by the Governor's Office of Budget and Planning, which provided administrative support to the Citizen's Committee on Property Tax Relief. The committee was created by Texas Governor George W. Bush to explore ways to reduce property taxes. The Staff Work Group on Property Tax Relief, composed of designees of Governor Bush, Lieutenant Governor Bob Bullock, House Speaker Pete Laney, and Comptroller John Sharp, was created to develop possible replacements for the school property tax without providing recommendations. Registration cards include the names of individuals testifying at hearings held by the citizen's committee, title and address of those testifying, who they represent, and the location of the public hearing. Hearings were held in Amarillo, Beaumont, Corpus Christi, Dallas, El Paso, Fort Worth, Harlingen, Houston, Lubbock, San Antonio, Tyler, and Wichita Falls. Testimony was presented by state officials; former state officials; representatives of organizations, businesses, and agriculture; and home owners, including those on fixed incomes. Correspondence was sent by individuals unable to attend the hearings.

The Grants Team monitors the federal, state, and private funding information resources and alerts state legislators, state agencies, non-profit organizations, all subdivisions of government and individuals to funding opportunities. Records of the Grants Team include correspondence, memoranda, letters and memoranda of agreement, grant reference materials, casework, executive orders, strategic plans, evaluations, reports, publications, bylaws, policies and procedures, manuals, printed materials, calendars, drafts, budgets, performance measures, legislative records, speeches, opinions, clippings, web page printouts, forms, organization charts, mailing lists, notes, telephone directories, travel and purchase records, and 3.5-inch floppy disks that date 1967 to 2000 and were maintained by the Grants Team in the Texas Office of the Governor's Budget and Planning Office during the tenure of George W. Bush.

Grants Team records of assistance to regional planning commissions, dating 1967 to 1999, document the activities of the administrations of all Texas governors from John Connally to George W. Bush in the origination, development, and functioning of Texas' regional assistance funding program and regional planning commissions. Staff member Tom Adams figures prominently in the records from the 1990s. Initial records contain founding executive orders and governing legislation, Attorney General opinions, speeches, early policies and procedures, proposals, rationales, and reports concerning the regional council/commission system and its relationship to the U.S. Department of Housing and Urban Development 701 program. The redelineation files concern the biennial reviews, beginning in 1971, of state planning region boundaries by the Governor's Office. The general files contain information about all of the regional planning councils, such as funding allocation formulas, general correspondence, requests for project funds, and the 1996 quarterly/annual reports for all of the councils. The final section of records consists of files for each of the individual planning councils. The files generally include reports, correspondence, and other information submitted to enable the councils to receive state planning assistance funds.

Denise Francis' files cover a wide range of subjects handled as head of the Grants Team. Staff casework records respond to requests for assistance in locating and obtaining grant funds. Training files document workshops presented by Grants Team staff around Texas from 1998 to 2000. Agency strategic plans and reports, 1995-1996, seem to have been submitted in 1996 in accordance with the responsibility of the Texas Governor's Budget and Planning office's Grants Team to collect and analyze performance data from state agencies on maximizing federal funds.

The records of the Budget and Planning Office include eight publications maintained in that office during the terms of George W. Bush. The publications concern proposed Texas state budgets, a budget policy message to the 74th Legislature in the form of a published speech, statewide strategic planning elements from 1998 and 2000, and property tax relief.

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Organization of the Records

Prior to the transfer of the records to the Bush Library, an inventory of the records found in the Grants Team office areas, called "Grants Filing Cabinets," had been created by an unknown individual to note which of the records should be sent to the Bush Library and to indicate the disposition of the remaining records. This list contains cursory and vague descriptions of, presumably, all records then existing and indicates that at least 21 boxes were to be sent to the Bush Library. It does not appear that 21 boxes of exclusively Grants Team files were sent, though making positive correlations between the list and the transferred boxes is virtually impossible, since many of the box labels bear a loose or non-existent connection to the box contents, and neither the labels nor the contents can be conclusively identified as specific items on the list. At best, a given box can be identified as possibly being an element of one of three or four sets of records appearing on the list. Because a number of the Grants Team and Budget and Planning Office boxes were given duplicate box numbers, the original organization of the boxes is difficult to reconstruct with certainty. Based on a comparison between the aforementioned list and the transferred boxes, it appears that of the records transferred to the Bush Library, approximately one-third to one-half were supposed to either remain in the Governor's Office or be destroyed.
These records are organized into six series by the creating agency. The five subseries of Grants Team records were organized by State Archives staff after reviewing the way the records were maintained by the agency:
Administrative correspondence, 1995-2000, 5.6 cubic ft.
State budget development files, 1978, 1988-1999, undated, bulk 1995-1999, 3.2 cubic ft.
Statewide cost allocation plans, 1971, 1989-1999, bulk 1990-1998, 3.75 cubic ft.
Property tax relief records, 1976-1996, bulk 1996, 1.5 cubic ft. and 54 audiocassette tapes
Grants Team records, 1967-2001, approximately 17.25 cubic ft.
  • Denise Francis' files, about 1994-2000, 8 cubic ft.
  • Staff casework, 1991-2000, bulk 1997-2000, 3 cubic ft.
  • Records of assistance to regional planning commissions, 1967-1999, 3.25 cubic ft.
  • Training files, 1998-2001, 2 cubic ft.
  • Agency strategic plans and reports, 1995-1996, 0.4 cubic ft.
Publications, 1995-2000, 0.2 cubic ft.

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Restrictions

Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, information within the attorney-client privilege (V.T.C.A., Government Code Section 552.107); agency memoranda and working papers (V.T.C.A., Government Code Section 552.111); a citizen and a legislator and/or lieutenant governor (V.T.C.A., Government Code, Chapter 306); social service recipients (V.T.C.A, Human Resources Code, Title 2 - Department of Human Services and Department of Protective and Regulatory Services, Section 12.003); home addresses, phone numbers, social security numbers, and personal family information of government employees and officials (V.T.C.A., Government Code, Section 552.117); e-mail addresses (V.T.C.A., Government Code, Section 552.136); account numbers (V.T.C.A., Government Code, Section 552.136); government information related to security issues for computers (V.T.C.A., Government Code, Section 552.136); Texas drivers license numbers (V.T.C.A., Government Code, Section 552.130); and proprietary and trade secret information that may be subject to V.T.C.A. Texas Government Code Section 552.110, an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Records series described in this finding aid have access restrictions specific to each of them. The terms of access are found following the series' descriptions.

Restrictions on Use

Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).

Technical Requirements

Records contain information on 3.5-inch computer disks. Researchers wishing to view any of the information on the disks should consult with Archives staff and be aware that these disks may or may not still be readable. Some information on the disks may be exempted from disclosure under the Texas Public Information Act.

To obtain equipment to listen to the audiocassettes, please contact Archives staff.

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Index Terms

The terms listed here were used to catalog the records. The terms can be used to find similar or related records.
Personal Names:
Hawkins, Albert.
Bush, George W. (George Walker), 1946-
Francis, Denise
Adams, Tom
Corporate Names:
Texas. Office of the Governor.
Texas. Governor's Budget and Planning Office.
Citizens' Committee on Property Tax Relief (Tex.)
Subjects:
Administrative agencies--Texas--Planning.
Administrative agencies--Texas--Finance
Administrative agencies--Texas--Appropriations and expenditures.
Budget--Texas.
Executive departments--Texas--Planning.
Grants-in-aid--Texas.
Property tax relief--Texas.
Regional planning--Texas.
Government spending policy--Texas.
Places:
Texas--Politics and government--1951-
Texas--Appropriations and expenditures.
Document Types:
Correspondence--Texas--Budget--1967-2000, undated, bulk 1990-2000
Plans--Texas--Budget--1967-2000, undated, bulk 1990-2000
Reports--Texas--Budget--1967-2000, undated, bulk 1990-2000
Functions:
Planning.
Budgeting.

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Related Material

The following materials are offered as possible sources of further information on the agencies and subjects covered by the records. The listing is not exhaustive.

Texas State Archives
Further information on Texas state agency funding issues during Bush's terms as Governor may possibly be found in the agency and legislative finding aids that contain materials dating from 1995 to 2000.
Additional information on the Planning Coordination/Budget and Planning functions of the Governor's Office may be found in the records of other Texas state governors.
See also Subject files, Executive Assistant's Office for additional Budget and Planning Office memoranda and correspondence.
Texas Office of the Governor, Division of Budget and Planning, Governor's correspondence, 1983, 1987-1990, 3 cubic ft.
Texas Office of the Governor, Division of Budget and Planning, Records, 1918, 1953-1982, bulk 1970-1982, 39 cubic ft.
Texas, Office of the Governor, Division of Budget and Planning, Records, 1972-1981, 4 cubic ft.
Texas, Office of the Governor, Division of Planning Coordination, Records, 1966-1968, 2 cubic ft. [These records are unprocessed, the call numbers are 4-7/56 and 57]
Publications
The Texas State Library's Texas Documents Collection contains a variety of publications by a number of regional planning commissions. To locate publications, please use our on-line library catalog at http://tsla.sirsi.net

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Administrative Information

Preferred Citation

(Identify the item and cite the series), Texas Governor George W. Bush Budget and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2002/151, 2005/144

In December 2000, Governor George W. Bush designated the George Bush Presidential Library as the repository for the records from his tenure as Governor of Texas, under authority of Texas Government Code, Section 441.201. Shortly after he left office, the records were shipped to the Bush Library in College Station, Texas. Texas Attorney General John Cornyn ruled the records are state records subject to the Texas Public Information Act and the management of the Texas State Library and Archives Commission even after transfer to a federal facility (Opinion No. JC-0498, May 3, 2002). In July 2002 the records were transferred from the Bush Library to the Texas State Archives in Austin for preparation for research use. In June 2003, a memorandum of understanding signed by representatives of the National Archives and Records Administration, the Texas State Library and Archives Commission, and George W. Bush replaced a January 2002 interim memorandum of understanding. Additional material was transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Texas Office of the Governor on May 18, 2005. The records were moved to the George W. Bush Presidential Library in February 2013.

Processing Information

Nancy Enneking, April 2003, March 2004

Tonia J. Wood, March 2007

Jessica Tucker, October 2011

Finding aid updated by Tonia J. Wood, April 2013

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Detailed Description of the Records

 

Administrative correspondence, 1995-2000,
5.6 cubic ft.

During Texas Governor George W. Bush's term, the Budget and Planning Office advised the Governor regarding state fiscal matters, prepared the Governor's biennial budget recommendations to the Legislature, monitored state appropriations and operations, analyzed fiscal and economic issues, and performed other duties determined by the Governor. Records include correspondence, memoranda, and tracking slips, with a few attached printed materials, reports, and publications, dating 1995 to 2000, of the Texas Office of the Governor's Budget and Planning Office during the terms of George W. Bush. Albert Hawkins was the Director of the Office during this time. The records comprise the Budget and Planning Office "central files" and contain predominantly incoming and outgoing letters and memoranda that passed between some members of the Budget and Planning staff and various other staff members in the Governor's Office, state agencies, federal agencies, corporations and consultants, state legislators and members of Congress, and various public officials. The subjects of the correspondence concern the development of the state budget and the financial needs and plans of Texas agencies and other state funded institutions, including appropriations, exempt salary issues, consultant contracts pursuant to Wagner-Peyser 7(b) allocations (a program providing employment related services to veterans), emergency grants, applications for federal funds, allocation of additional full-time, part-time, and temporary employees, receipt of grant funds and other payments from federal bodies, Year 2000 transition costs, and disaster funding. General subjects include welfare to work, tax reform, the funding of public education and distressed communities, and managed care. A few memoranda concern internal Budget and Planning Office policies.
Many of the incoming letters are copies of logged correspondence, while other letters are original logged correspondence. A few letters do not appear to have been logged at all. The copies of logged letters frequently have attached data entry and logging/tracking forms. Note that some of the correspondence was copied with post-it notes obscuring the text of the letter. Full text of these letters may exist in the Central correspondence file series. [See the series Central correspondence file for further information on logged correspondence.] Letters sent to the Governor's Office by state agencies and other bodies include attachments, though the amount of such material is not large. Such attachments include required agency financial reports and statements, and instructional materials from the federal government.
Albert Hawkins' files differ from the staff files in that they contain a higher percentage of policy and personnel issues, provide greater evidence of contact and discussion with other sections of the Governor's Office, and include a cross-section of material found in the individual staff member's files, particularly items that passed through or came from him. Staff members' files show somewhat more evidence of direct involvement with state agencies and contain more original correspondence than copies. The researcher should be aware that a number of Budget and Planning Office staff members are not represented in the following correspondence.
Arrangement
The correspondence of Director Albert Hawkins appears first, in reverse chronological order by year. Thereafter, the files are in alphabetical order by staff member and then in reverse chronological order by year. Additional materials for Antoinette Fontenot Humphrey were received in a later accession and are filed in the order received from the agency. A few files of assorted and miscellaneous correspondence are listed at the end. Note that monthly dates are based upon the most recent date written on the tracking form or, if no tracking form is present, on the letter itself. Materials attached to the tracking forms and letters can often bear earlier dates, sometimes by several months.
Hawkins' February 1999 correspondence was originally found mixed in with his February 1998 correspondence and has been taken out and foldered separately. The first file in Hawkins' correspondence contains no correspondence but, according to a post-it note on the items, was intentionally placed in direct association with his correspondence. Where known, the job titles or responsibilities of staff members have been stated.
Preferred Citation
(Identify the item), Administrative correspondence, Texas Governor George W. Bush Budget and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, agency memoranda (V.T.C.A., Government Code Section 552.111); names of social service recipients (V.T.C.A, Human Resources Code, Title 2 - Department of Human Services and Department of Protective and Regulatory Services, Section 12.003); home addresses, phone numbers, social security numbers, and personal family information of government employees and officials (V.T.C.A., Government Code, Section 552.117); e-mail addresses (V.T.C.A., Government Code, Section 552.136); account numbers (V.T.C.A., Government Code, Section 552.136); and government information related to security issues for computers (V.T.C.A., Government Code, Section 552.136), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
None.
Processed by
Nancy Enneking, February 2003
Tonia J. Wood, March 2007
Box
2002/151-26 Albert Hawkins, Director, Office of Budget and Planning
Memoranda, October 22, 1999, April 27, 2000
[Contains possibly excepted information: agency memoranda]
FY [Fiscal Year] 2000 requests for information, 1996, 1997, undated
[3 folders]
February 1999
[9 folders]
[Folder 8 contains possibly excepted information: e-mail addresses]
[All folders contains possibly excepted information: possible home addresses of public employees]
1998:
TRS [Teachers Retirement System] participation in SSI [Social Security],
[2 folders]
[Folder 1 contains correspondence assigned the following unique number: 9801050405]
January
[3 folders]
February
[9 folders]
[Folder 5 contains possibly excepted information: personal information of public officials or employees]
March
[8 folders]
April
[4 folders]
May
[15 folders]
June
[8 folders]
[Folder 5 contains possibly excepted information: government information related to security issues for computers, per 552.136]
July
[3 folders]
August
[4 folders]
[Folder 1 contains correspondence assigned the following unique number: 9808170340]
[Folder 2 contains possibly excepted information: possible home addresses and telephone numbers of public officials or employees]
September
[4 folders]
October
November
[5 folders]
December
[6 folders]
[Folder 6 contains possibly excepted information: e-mail address]
1997:
January
February
[Contains possibly excepted information: e-mail addresses]
March
[2 folders]
[Both folders contain possibly excepted information: e-mail addresses]
April
[3 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
[Folder 3 contains possibly excepted information: account numbers]
May
[Contains possibly excepted information: e-mail addresses, possible account number, telephone number of public official or employee]
June
July
August
[2 folders]
September
[2 folders]
October
[3 folders]
November
[5 folders]
December
[6 folders]
[Folder 1 contains correspondence assigned the following unique number: 9712310188]
[Folder 5 contains correspondence assigned the following unique number: 9712150032]
1996:
January
[2 folders]
[Folder 1 contains possibly excepted information: bank account number]
February
[3 folders]
March
[Folders 1 thru 6 of 17]
Box
2002/151-27 March
[folders 7 thru 17 of 17]
[Folder 17 contains possibly excepted information: home address and telephone number of public official or employee]
April
[9 folders]
May
[4 folders]
[Folder 3 contains correspondence assigned the following unique number: 9605150061]
June
[5 folders]
[Folder 5 contains possibly excepted information: e-mail addresses; drivers license number]
July
[3 folders]
August
[3 folders]
[Folder 2 contains correspondence assigned the following unique number: 9608070028]
September
[3 folders]
October
[3 folders]
[Folder 1 contains possibly excepted information: home address and telephone number of public official or employee; e-mail addresses]
[Folder 2 contains possibly excepted information: e-mail address]
November
December
[3 folders]
December 1995
[2 folders]
Tom Adams, State Single Point of Contact
[As Single Point of Contact, Adams was routed all targeted grant applications (and responses) that were subject to statewide or regional review and had been or would be submitted to the federal government. Tom Adams served in the Governor's Office during several administrations, holding positions such as the Statewide Cost Allocation Plan Program Officer, the Texas Office of State-Federal Relations' Director of Intergovernmental Coordination, and Research Specialist.]
January, February, March, and May 2000
[Contains correspondence assigned the following unique numbers: 2001310011; 2001310013; 2001130050; 2001070052]
1999:
December
[Contains correspondence assigned the following unique numbers: 9912210103; 9912080194; 9912030194]
November
September and October
[Contains correspondence assigned the following unique numbers: 9910040079; 9910040093; 9909130198; 9909070010; 9909070008; 9909070007]
August
[Contains correspondence assigned the following unique numbers: 9908240318; 9908110318]
July
[2 folders]
[Folder 1 contains correspondence assigned the following unique number: 9907020182]
June
April and May
[Contains correspondence assigned the following unique numbers: 9905050085; 9904210227; 9904080377]
February and March
[Contains correspondence assigned the following unique numbers: 9902260140; 9902260148; 9902260185]
1998:
November and December
September
[2 folders]
August
[2 folders]
July
[4 folders]
June
April and May
February and March
[Contains correspondence assigned the following unique number: 9801300111]
January
1997:
November
October
September
[6 folders]
August
[2 folders]
June and July
May
April
March
[5 folders]
February
[2 folders]
1996:
October
June-July
May
January, March-April
December 1995
Andres Alcantar, Budget Analyst [Health and Human Services Group]
2000:
September
June
February
[Contains possibly excepted information: possible e-mail address]
April-May, December 1999
[Contains correspondence assigned the following unique number: 9903080237]
1998:
September-October
June
[3 folders]
[Folder 1 contains correspondence assigned the following unique number: 9803060325]
May
[Contains correspondence assigned the following unique number: 9805050083]
April
March
[2 folders]
January-February
1997:
November-December
[Contains correspondence assigned the following unique number: 9712120254]
February, June, October
1996
[empty folder removed]
John Alexander, Senior Budget Analyst for Higher Education
2000:
July
May
April
[2 folders]
[Folder 2 contains possibly excepted information: possible bank account number, e-mail addresses]
March
[3 folders]
[Folder 1 contains correspondence assigned the following unique number: 2003170005]
[Folder 3 contains possibly excepted information: e-mail addresses]
[Folder 3 contains correspondence assigned the following unique number: 2003160131]
February
January
[2 folders]
1999:
Travel, San Antonio, July
November-December
August-October
July
June
[5 folders]
[Folder 4 contains possibly excepted information: possible home addresses and telephone numbers of public officials and employees]
[Folder 5 contains correspondence assigned the following unique numbers: 9905270804; 9905200549]
Box
2002/151-28 May, undated
[Contains correspondence assigned the following unique number: 9905180144]
April
March
February
[2 folders]
[Folder 2 contains correspondence assigned the following unique number: 9902180170]
1998:
December
[Contains correspondence assigned the following unique number: 9812010269]
November
Ron Ayer [Grants Team]
2000
[empty folder removed]
1999
[empty folder removed]
January and March 1997
1996
[empty folder removed]
Ed Baldwin, Budget Analyst [Judiciary and General Government/Pension, Retirement]
April and June 2000
1999:
May, July, September, November
March
[Contains correspondence assigned the following unique number: 9902220380]
1998:
October
June and August
March and April
January and February
1997:
December
[2 folders]
November
[Contains correspondence assigned the following unique number: 9711180163]
October
[Contains correspondence assigned the following unique number: 9710300129]
September
[4 folders]
February, March, August
1996:
November-December
[Contains correspondence assigned the following unique number: 9612030023]
October
[3 folders]
August
June
[3 folders]
January
[Contains possibly excepted information: home address of public official or employee]
Katy Bourgeois, Budget Analyst [Natural Resources/Group Director, Governmental Services]
1998:
November
October
September
August
[2 folders]
May
May-June
March
[2 folders]
February
1997:
December
[3 folders]
October
September
[4 folders]
July-August
March
February
[2 folders]
April, May, September 1996
Clair Burleson, Grants Team
[Specialized in grants for historic preservation and museums.]
1996, 1997, and 1998
Dale Craymer, Deputy Director, Office of Budget and Planning,
1996
Ruthie Ford, Budget Analyst [Health and Human Services Group grant issues]
1995:
September, October
August
[5 folders]
June, July
May
[8 folders]
[Folder 1 contains possibly excepted information: social security number]
[Folder 5 contains possibly excepted information: personal and family information of public officials or employees]
March
Fred Fordyce, Budget Analyst [Health and Human Services Group]
2000:
November, December
September
May
April
[2 folders]
January, February
1999:
August, October, December
[Contains correspondence assigned the following unique number: 9908180124]
May, July
January
1998:
December
October
July
[3 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
[Folder 2 contains possibly excepted information: e-mail address]
June
[2 folders]
[Folder 1 contains correspondence assigned the following unique numbers: 9803100330; 9803050165 ]
May
April
March
1997:
December
[2 folders]
[Folder 1 contains correspondence assigned the following unique number: 9712080048]
[Folder 2 contains correspondence assigned the following unique number: 9712100214]
October
September
[6 folders]
April
March
[4 folders]
February
1996:
December
[4 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
July
June
[6 folders]
February
Box
2002/151-29 Denise Francis, Director, Grants Team
2000:
November
October
[2 folders]
September
June
[3 folders]
April-May
[Contains correspondence assigned the following unique number: 2004260016]
March
[Contains correspondence assigned the following unique number: 2003160090]
1999:
November
[3 folders]
[Folder 1 contains correspondence assigned the following unique number: 9910180300]
August, October
[Contains correspondence assigned the following unique numbers: 9910060206; 9908110324]
May
[Contains correspondence assigned the following unique numbers: 9905060407; 9904130329; 9904210059]
March, April
1998:
November
October
[2 folders]
[Folder 2 contains correspondence assigned the following unique number: 9806090278]
[Contains possibly excepted information: home address and telephone number of public official or employee]
June
[2 folders]
April, May
[Contains correspondence assigned the following unique numbers: 9802270077; 9804210234]
March
February
[3 folders]
January
1997:
December
October
[3 folders]
[Folder 2 contains correspondence assigned the following unique numbers: 9710140043; 9710130098; 9710130096; 9710080142; 9710080143; 9710080144; 9710080145]
[Folder 3 contains correspondence assigned the following unique numbers: 9710080146; 971003----]
September
[2 folders]
[Folder 2 contains possibly excepted information: possible home address of a public official or employee]
August
[3 folders]
June, July
[Contains possibly excepted information: possible e-mail address]
June
May
April
[4 folders]
March
1996:
December
[2 folders]
September, October
March, June, July
January, February
Michelle Gee, Budget Analyst, Governmental Services Group
1996
1995:
October
[2 folders]
August
July
May, June
April
March
Melissa Guthrie
April, May 2000
September, October 1999
[Contains correspondence assigned the following unique number: 9908240326]
Patricia Hall, Budget Analyst [Health and Human Services agencies/grants]
1996
1995:
November
October
[7 folders]
May, July, August
March, April
February
Rose Hayden, Budget Analyst [Health and Human Services Group/Juvenile regulatory-service agencies]
2000:
April
January
[4 folders]
[Contains correspondence assigned the following unique number: 2001210239]
1999:
September
August
[Contains correspondence assigned the following unique number: 9908100336]
February, May, July
1998:
December
November
January, February, October
1997:
December
[2 folders]
November
June, August
May, June
February, April
1996:
September
August
June
[4 folders]
May
February, April
January
Antoinette Fontenot Humphrey [predominantly health and human services agencies]
May 2000
[2 folders]
April 2000
March, August, October 1999
September, December 1998
Box
2002/151-1823 1997-1998
August-September 1998
[2 folders]
September-November 1998
probably January 1999
HRO (House Research Organization) session focus, January 9, February 2, 1999
January-February 1999
[2 folders]
HRO focus report: Legislative staff, 76th Legislature, February 26, 1999
March 1999
[4 folders]
HRO Report, March 1999
September 1996
December 1995
August-November 1996, undated
October 1997
September 1998
October-November 1998
March, June 1999
November 1993
July-August 1999
August 1999
August-September 1999
October-November 1999
November 1999-January 2000, undated
January-February 2000
[2 folders]
October-November 1999
[Includes The Twenty Program Series, Volume 2, No. 2.]
December 1999
January-February 2000, undated
April 2000
April 2000, undated
May 2000
[2 folders]
June 2000
July-August 2000
August, November 2000
October-November 2000
Box
2002/151-29 Sylvia Ibanez, Budget Analyst [predominantly General Government/Regulatory agencies]
January, September 2000
1999:
November
June, July, August
February, March, April
1998:
November, December
October
July, August
June
[4 folders]
May
February, March, April
1997:
December
August, October, November
February, March, April, July
1996:
October, November, December
February, April, June, August
Cecile Ingram Young, Director, Health and Human Services Group
February, June 2000
[Contains correspondence assigned the following unique numbers: 2002070015; 2003100040]
1999:
December
[Contains possibly excepted information: names of social service recipients and next of kin]
[Contains correspondence assigned the following unique number: 9911090229]
May, July
Box
2002/151-30 1998:
December
[3 folders]
[Folder 1 contains correspondence assigned the following unique number: 9812170302]
November
[2 folders]
[Folder 1 contains possibly excepted information: information on recipients of social services]
October
September
[6 folders]
May
March
1997:
December
October
[2 folders]
September
August
July
[Contains possibly excepted information: account numbers]
February, May, June
[Contains possibly excepted information: information on recipients of social services]
[Contains correspondence assigned the following unique number: 9701020499]
1996:
December
[2 folders]
October
September
August
July
April
[3 folders]
[Folder 1 contains possibly excepted information: bank account number]
February
[2 folders]
January
Wayne Kelley, Budget Analyst [Regulatory agencies]
February, August, September 2000
March, August, September, November 1999
1998:
April, September, October
February
1997:
October, December
January, February, July
1996:
December
August
[4 folders]
Mike Kerker, Group Director, Higher Education
January, February 1999
1998:
October
[Contains correspondence assigned the following unique number: 9807200088]
[Contains possibly excepted information: e-mail address]
July, August
June
[6 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
May
April
[Contains possibly excepted information: social security number]
January, February, March
1997:
December
[Contains correspondence assigned the following unique number: 9712100082]
October, November
September
[4 folders]
[Folder 2 contains possibly excepted information: social security number]
August
[3 folders]
March, May
[Contains possibly excepted information: e-mail addresses]
February
[5 folders]
[Folder 2 contains possibly excepted information: possible e-mail addresses]
January
1996:
September
July
[2 folders]
June
May
[2 folders]
April
[Contains possibly excepted information: home address and telephone number of public official or employee]
January, February
January
[Contains possibly excepted information: home address and telephone number of public official or employee]
November, December 1995
James LeBas, Budget Analyst [Fiscal Issues Group]; later Director, Fiscal Management Group
1998:
July, September, October, December
[Contains possibly excepted information: e-mail address]
June
April
March
[2 folders]
[Folder 2 contains correspondence assigned the following unique number: 9803300001]
February
1997:
October, December
September
April, May, June, July
February
1996:
November, December
October
[3 folders]
August, September
August
June, July
May
April
[3 folders]
January, February, March
November 1995
Brad Livingston, Director, Public Protection Group
1997:
June, September, October
February, April, May
1996
Rebecca Long, Budget Analyst [General Government agencies]
1998:
February, June, July
February
1997:
December
October
February, June, September 1996
R. Jeff Lopez [Regulatory/Public Protection agencies],
1996-1997
Liane McDonald, Budget Analyst [Higher Education Group]
1996:
September, October
March, April, September
January, April, May 1998
1997:
December
[Contains correspondence assigned the following unique number: 9712120243]
October, November
[Contains possibly excepted information: e-mail addresses]
October
March
[3 folders]
Box
2002/151-31 Mike McElhaney, Budget Analyst
July, November 2000
1999:
October
August, September
[Contains correspondence assigned the following unique number: 9907090023]
1998:
August, December
[Contains correspondence assigned the following unique number: 9812110016]
May, June
March
[2 folders]
Marisa Medrano, Budget Analyst
June, December 2000
September, December 1999
Cynthia Mendl, Administrative Services Manager, 1996-1997
Ara Merjanian, Senior Budget Analyst [Director, Governmental Services Group]
[Handled performance measures and general concepts of strategic budgeting]
2000:
June
[3 folders]
[Folder 2 contains possibly excepted information: e-mail address]
March, May
1999:
July, September, November
March
[Contains correspondence assigned the following unique number: 9902090407]
1998:
June, August
March, May
[Contains possibly excepted information: e-mail addresses]
1997:
October, November
August, September
February, March
1996:
December
[4 folders]
September, November
June, August
April
January, April
November, December 1995
David Reisman, Budget Analyst
March, April 2000
1999:
August, October, November
[Contains possibly excepted information: social security number]
June, July
[Contains possibly excepted information: possible e-mail addresses]
April, May
March
January
1998:
June, July, August
April
Danette Rich, Budget Analyst [predominantly Business and Economic Development/Regulatory agencies]
2000:
December
[2 folders]
October, November
May
April
January
1999:
September, October, November, December
May
[Contains correspondence assigned the following unique numbers: 9904080374; 9904150048; 9904090441]
March, April
1998:
October, November
August, September
June
[5 folders]
[Folder 5 contains correspondence assigned the following unique number: 9803300072]
March, April
January, February
1997:
December
November
October
[Contains correspondence assigned the following unique number: 9710230149]
August, September
September, November 1996
Kathy Schwetman, Budget Analyst, Governmental Services Group,
1996
Catherine Sims, Budget Analyst, 1995
Rita Stephen, 1999, 2000
[empty folders removed]
Ed Warren, 1999, 2000
[Contains correspondence assigned the following unique number: 2008080008]
Mike Weiss, Director of Fiscal Policy, Governor's Office of Budget and Planning [later Chairman, Conservatorship Board of Texas, Texas Commission on Alcohol and Drug Abuse]
1995
August
[Contains possibly excepted information: possible home address of public official or employee]
February, May, July
Brian Wilson, [Senior?] Budget Analyst [Fiscal Issues Group/Education agencies]
June 2000
[3 folders]
February, March 1999
[Contains correspondence assigned the following unique numbers: 9810120097; 9902020012]
1998:
March, April, June, September
January, February
1997:
September, October, November, December
[Contains correspondence assigned the following unique number: 9711040154]
August
[5 folders]
January
1996:
November
July, September, October
May, June
1995:
November
September
Miscellaneous correspondence
December 2000
[Contains correspondence assigned the following unique numbers: 2012140001; 2012200120]
1998
1997
[Contains possibly excepted information: e-mail address]
1996
Agency designation correspondence, 1998

Return to the Table of Contents




 

State budget development files, 1978, 1988-1999, undated, bulk 1995-1999,
3.2 cubic ft.

State budget development files were used to carry out the Texas Governor's Budget and Planning Office functions of advising the Governor regarding state fiscal matters, preparing the Governor's biennial budget recommendations to the Legislature, monitoring state appropriations and operations, and analyzing fiscal and economic issues. The records consist of correspondence with attachments of plans, statements, reports, position classifications, and exceptional item funding information, dating 1978, 1988 to 1999, and undated, bulk 1995 to 1999, maintained in the Texas Office of the Governor's Budget and Planning Office during the terms of George W. Bush. The materials aid in documenting the development of the Texas state budget and most were submitted by various state agencies to fulfill the reporting requirements of the General Appropriations Acts (House Bills 1) of the 74th and 75th Legislatures. The letters specifically concern, and can include copies of, rules review plans, biennial operating plans, capital acquisition statements and requests, salary level information, fee and tax collection income reports, cost containment reports, position classification statements, exceptional item funding requests, employee bonuses in return for Year 2000 conversion activities, service and population category information, contract approval requests, versions of agency exempt salary plans, emergency deficiency grants, operating budget instructions, grants, foreign travel, the Wagner-Peyser contract program that provides employment related services to veterans, and notification of lawsuits which could result in potential liability by the State.
Correspondence is frequently addressed to the Director of the Governor's Office of Budget and Planning (Albert Hawkins), but was logged and handled by the office staff, as indicated by the logging/tracking forms attached to the letters. Some files have attached tracking charts that record the Budget and Planning analyst assigned to the agency, the date on which materials were routed, and other general information. The role of the Legislative Budget Board in the budget development process can be discerned in some of the materials. A few documents concerning agency exempt salary plans date from the term of Texas Governor Ann Richards and were written by Dale Craymer, her Director of the Budget and Planning Office.
These letters include both copies of logged correspondence and original logged correspondence, though other items do not appear to have been logged in the correspondence database. [See the series Central correspondence file for further information on logged correspondence.] On occasion, outgoing responses are attached to an agency's incoming letter.
Arrangement
The records have been kept in their original order as maintained by the Governor's Budget and Planning Office. Agency correspondence is organized by topic. A number of the topics are divided into sections based on the article number (used to group agencies into general categories by function) of the General Appropriations Act (House Bills 1 of both the 74th and 75th Legislatures, Regular Sessions). Other records were organized into topics consisting of: Waiver requests (travel reimbursement of advisory committee members); Other statutory requirements - Children's Trust Fund and Protective and Regulatory Services; Strategic Planning and Budget Structures including performance measures; emergency deficiency grant correspondence; bona fide new exempt positions; Wagner-Peyser contract information; and lawsuit notifications.
Preferred Citation
(Identify the item), State budget development files, Texas Governor George W. Bush Budget and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, attorney-client privilege (V.T.C.A., Government Code Section 552.107); home addresses, phone numbers, social security numbers, and personal family information of government employees and officials (V.T.C.A., Government Code, Section 552.117); Texas drivers license numbers (V.T.C.A., Government Code, Section 552.130); and account numbers (V.T.C.A., Government Code, Section 552.136), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
None.
Processed by
Nancy Enneking, March 2003
Tonia J. Wood, January 2007
Box
2002/151-31 House Bill 1 waiver requests to reimburse travel expenses for advisory committee members, Article IX-44, 4.3, 1997-1999
[7 folders]
[Contains possibly excepted information: social security numbers of public officials or employees]
House Bill 1 and/or Other Statutory Requirements in bill draft order:
Article I - General Government, check folders 1997-1999
[15 folders]
[Folder 3 contains possibly excepted information: social security number]
[Folder 1 contains correspondence assigned the following unique numbers: 9908180094, 9807150022]
[Folder 8 contains correspondence assigned the following unique numbers: 9908240315, 9807070142]
[Folder 9 contains correspondence assigned the following unique number: 9807090086]
[Folder 14 contains correspondence assigned the following unique numbers: 9808270092, 9808270073]
Article II - Health and Human Services, 1997-2000
[13 folders]
[Folder 1 contains correspondence assigned the following unique numbers: 9808060125; 9806190055]
[Folder 5 contains correspondence assigned the following unique number: 9807200069]
[Folder 6 contains correspondence assigned the following unique numbers: 9808110041; 9807220009; 9807200067; 9807200063]
[Folder 7 contains correspondence assigned the following unique number: 9807200059]
[Folder 9 contains correspondence assigned the following unique numbers: 9810200042; 9909150194]
[Folder 13 contains correspondence assigned the following unique number: 2009010008]
Box
2002/151-32 Article III - Education, 1997-1999
[5 folders]
[Folder 1 contains correspondence assigned the following unique number: 9803300007]
[Folder 4 contains correspondence assigned the following unique number: 9908260101]
Article IV - Judiciary, 1998-1999
[2 folders]
[Folder 1 contains correspondence assigned the following unique number: 9802120389]
Article V - Public Safety and Criminal Justice, 1997-1999
[7 folders]
[Folder 1 contains correspondence assigned the following unique number: 9908240384]
[Folder 6 contains correspondence assigned the following unique number: 9807130127]
Article VI - Natural Resources, 1997-1999
[6 folders]
[Folder 1 contains correspondence assigned the following unique number: 9808180154]
[Folder 3 contains correspondence assigned the following unique number: 9908240326]
[Folder 4 contains correspondence assigned the following unique numbers: 9807220016, 9805050159]
Article VII - Business and Economic Development, 1997-1999
[3 folders]
[Folder 1 contains correspondence assigned the following unique number: 9909150193]
Article VIII - Regulatory, 1997-1999
[10 folders]
[Folder 1 contains correspondence assigned the following unique numbers: 9805110017; 9807200065]
[Folder 2 contains correspondence assigned the following unique numbers: 9908031399; 9807220017]
[Folder 3 contains correspondence assigned the following unique number: 9909100093]
[Folder 4 contains correspondence assigned the following unique number: 9908230387]
[Folder 5 contains correspondence assigned the following unique numbers: 9711200297; 9907220039]
[Folder 6 contains correspondence assigned the following unique number: 9909130069]
[Folder 8 contains correspondence assigned the following unique number: 9807090083]
[Folder 9 contains correspondence assigned the following unique numbers: 9903100123; 9803200330; 9802230308; 9712010054; 9807270072]
[Folder 10 contains correspondence assigned the following unique numbers: 9805260051; 9807230030]
House Bill 1/Other Statutory Requirements:
Children's Trust Fund, 1997-1999
[17 folders]
Protective and Regulatory Services, notice of former employee employment with contractor, 1997
[2 folders]
Strategic planning and budget structures (including performance measures):
1997
[2 folders]
[Folder 1 contains correspondence assigned the following unique number: 9711180100]
[Folder 2 contains correspondence assigned the following unique number: 9711140054]
Texas Rehabilitation Commission, 1996
Texas Education Commission, 1996
Request for additional funding for Year 2000 conversion (note: copy to assigned analyst and SI/MK):
Article I - General Government, 1999
Article II - Health and Human Services, 1997-1999
Article III - Education, 1997-1998
[Contains possibly excepted information: social security number]
Article IV - Judiciary
[empty folder removed]
Article V - Public Safety and Criminal Justice, 1998
Article VI - Natural Resources, 1998-1999
[2 folders]
Article VII - Business and Economic Development, 1998
[10 folders]
Article VIII - Regulatory, 1998-1999
Notification of critical staff for Year 2000 conversion:
Article I - General Government, 1997-1999
[6 folders]
[Folder 6 contains possibly excepted information: social security numbers of public officials or employees]
Article II - Health and Human Services, 1997-1998
[4 folders]
[All folders contain possibly excepted information: social security numbers of public officials or employees]
Article III - Education, 1997, 1999
[2 folders]
[Folder 1 contains possibly excepted information: home addresses and social security numbers of public official or employee]
[Folder 2 contains possibly excepted information: social security number]
Article IV - Judiciary
[empty folder removed]
Article V - Public Safety and Criminal Justice, 1997
[Contains possibly excepted information: payee identification numbers that incorporate social security numbers and social security numbers of public officials or employees]
Article VI - Natural Resources, 1997
[Contains possibly excepted information: payee identification numbers that incorporate social security numbers of public officials or employees]
Article VII - Business and Economic Development, 1997, 1999
[Contains possibly excepted information: social security numbers of public officials or employees]
Article VIII - Regulatory, 1997-1998
[2 folders]
[Folder 1 contains possibly excepted information: payee identification numbers that incorporate social security numbers of public officials or employees]
House Bill 1 waiver requests:
Governor's Office of Budget and Planning control log for House Bill 1 waiver requests for the biennium 1996-1997
Governor's office responsibilities as required by House Bill 1, undated
Article I - General Government:
Secretary of State, 1997
Advisory Commission on State Emergency Communications (911), 1997
Article II - Health and Human Services:
Aging, Department on, 1997
Alcohol and Drug Abuse Commission, 1996
Commission for the Blind, 1997
[Department of Human Services], 1997
Protective and Regulatory Services, 1997
[Article III - Education]:
[Texas State Technical College], 1997
Teacher Retirement System, 1997
Article VI - Natural Resources:
Texas Animal Health Commission, 1997
Railroad Commission, 1996
Article VIII - Regulatory:
Texas Board of Architectural Examiners, 1997
Office of Public Utility Counsel, 1996
Worker's Compensation Commission 1997
Exceptional items to the LAR (Legislative Appropriations Request), 1998-1999 biennium:
Supplemental information, 1996
Article I - General Government, 1996
[5 folders]
Article II - Health and Human Services, 1996
[8 folders]
Box
2002/151-33 Article III - Education, 1996
[19 folders]
Article IV - Judiciary, 1996
[10 folders]
Article V - Public Safety and Criminal Justice, 1996
[6 folders]
Article VI - Natural Resources, 1996
[2 folders]
Article VII - Business and Economic Development, 1996
[4 folders]
Article VIII - Regulatory, 1996
[21 folders]
Service and Population Categories Project:
General, 1996
[3 folders]
Article I - General Government, 1996
[9 folders]
Article II - Health and Human Services, 1996
[4 folders]
Article III - Education, 1996
[24 folders]
[Folder 14 contains possibly excepted information in a seemingly misfiled resume: social security number and drivers license number of a Texas state citizen]
[Folder 17 contains possibly excepted information: FedEx account number]
Article IV - Judiciary, 1996
[2 folders]
Article V - Public Safety and Criminal Justice, 1996
[2 folders]
Article VI - Natural Resources, 1996
[2 folders]
Article VII - Business and Economic Development, 1996
Article VIII - Regulatory, 1996
[5 folders]
Box
2002/151-34 Agency exempt salary plans:
[Log and instructional materials], 1991, 1993, 1995
[Article I - General Government], 1995
[Article II - Health and Human Services], 1995
[2 folders]
[Folder 2 contains possibly excepted information: home addresses of public officials or employees]
[Article II] Albert Hawkins GBO [Governor's Budget Office], 1st version, MHMR [Mental Health and Mental Retardation], 1995
[Article II] Albert Hawkins GBO, 2nd version, MHMR, 1995
[Article III - Education], 1995
[Article IV - Judiciary], 1995
[5 folders]
[Article V - Public Safety and Criminal Justice], 1995
[4 folders]
[Article VI - Natural Resources], 1995
[Article VIII - Regulatory], 1995
[5 folders]
Emergency deficiency grant correspondence, 1995-1996
[8 folders]
Bona fide new exempt positions, 1995-1996
[7 folders]
Operating budget instructions, FY 1996:
State agencies and departments
Presidents and Chancellors, institutions of higher education
Courts of Appeals and judicial branch agencies
[2 folders]
Foreign travel policy, 1997
Foreign travel policy, travel brochures, 1978, 1988-1994
[3 folders]
Foreign travel agencies, 1995, undated
[2 folders]
Foreign travel, forms, 1994-1995, 1997
[2 folders]
[Contains possibly excepted information: FedEx account number]
Wagner-Peyser grant awards, FY 1995 - Article VII - Texas Employment Commission, 1995
[2 folders]
Wagner-Peyser contract information:
1997
1996
[16 folders]
[Folders 5 thru 7 contain possibly excepted information: home addresses of public officials or employees]
[Folder 10 contains possibly excepted information: home addresses and of public officials or employees; social security numbers]
1995
[17 folders]
Box
2002/151-1805 Lawsuit notifications:
[Arranged by Governor's Office staff by year in reverse chronological order, then in either chronological order or reverse chronological order by month.]
[All lawsuit notification files contain possibly excepted information: attorney-client privilege; agency memoranda]
February 1999
[4 folders]
[Folder 4 contains correspondence assigned the following unique number: 9902090291]
January 1999
[5 folders]
[Folder 4 contains possibly excepted information: medical records, privacy]
[Folder 3 contains correspondence assigned the following unique number: 9901220468]
January 1998
[ folders]
[Folder 2 contains correspondence assigned the following unique number: 9801130268]
February 1998
[6 folders]
[Folder 5 contains possibly excepted information: privacy]
[Folder 1 contains correspondence assigned the following unique numbers: 9802270106; 9803050163]
[Folder 3 contains correspondence assigned the following unique number: 9802200054]
[Folder 6 contains correspondence assigned the following unique number: 9802100053]
March 1998
[4 folders]
[Folder 1 contains correspondence assigned the following unique number: 9803060330]
[Folder 4 contains correspondence assigned the following unique numbers: 9803120574; 9803270429]
April 1998
[4 folders]
[Folder 2 contains correspondence assigned the following unique number: 9804030095]
May 1998
[3 folders]
[Folder 3 contains correspondence assigned the following unique number: 9805110021]
Box
2002/151-1804 June 1998
[5 folders]
[Folder 1 contains correspondence assigned the following unique number: 9806150104]
[Folder 5 contains correspondence assigned the following unique number: 9806080242]
July 1998
[4 folders]
[Folder 3 contains correspondence assigned the following unique number: 9807070143]
August 1998
[3 folders]
[Folder 1 contains correspondence assigned the following unique numbers: 9808270074; 9808270091; 9808060126]
[Folder 2 contains correspondence assigned the following unique number: 9808110042]
September 1998
[6 folders]
[Folder 1 contains correspondence assigned the following unique number: 9809100076]
[Folder 3 contains correspondence assigned the following unique number: 9809240059]
October 1998
[6 folders]
[Folder 3 contains correspondence assigned the following unique numbers: 9810120083; 9810290127]
[Folder 4 contains correspondence assigned the following unique number: 9810260147]
[Folder 6 contains correspondence assigned the following unique numbers: 9810190085; 9810150040]
November 1998
[5 folders]
[Folder 3 contains correspondence assigned the following unique number: 9811060038]
December 1998
[5 folders]
[Folder 4 contains correspondence assigned the following unique number: 9812140385]
December 1997
[5 folders]
[Folder 4 contains correspondence assigned the following unique number: 9712080062]
November 1997
[2 folders]
[Folder 1 contains correspondence assigned the following unique number: 9711130185]
October 1997
[5 folders]
[Folder 2 contains correspondence assigned the following unique number: 9710150069]
[Folder 4 contains correspondence assigned the following unique number: 9710080294]
[Folder 5 contains correspondence assigned the following unique number: 9710060154]
September 1997
[9 folders]
August 1997
[2 folders]
July 1997
June 1997
[3 folders]
May 1997
April 1997
[3 folders]
March 1997
February 1997
January 1997
[4 folders]
December 1996
[2 folders]
November 1996
[2 folders]
October 1996
[2 folders]
September 1996
[2 folders]
August 1996
[2 folders]
[Folder 2 contains correspondence assigned the following unique number: 9606140385]
July 1996
[2 folders]
June 1996
[2 folders]
May 1996
April 1996
[Contains correspondence assigned the following unique number: 9604160141; 9604160140]
March 1996
[2 folders]
February 1996
January 1996

Return to the Table of Contents




 

Statewide cost allocation plans, 1971, 1989-1999, bulk 1990-1998,
3.75 cubic ft.

The Texas Office of the Governor's Budget and Planning Office advises the Governor regarding state fiscal matters, monitors state appropriations and operations, and analyzes fiscal and economic issues. Records include cost allocation plans, correspondence, proposals, manuals, reports, opinions, printed material, memoranda, legal documents, questionnaires, contracts, organization charts, and notes, dating 1971, 1989-1999, bulk 1990 to 1998, maintained in the Texas Office of the Governor's Budget and Planning Office during the terms of George W. Bush. The records concern the creation of cost allocation plans that track the state's indirect costs and the recovery of those costs for the purpose of satisfying federal grant guidelines. The materials are divided into three general sections: the actual cost allocations plans; reports, manuals, and proposals concerning the plans; and related correspondence.
Cost allocation plans were prepared by David M. Griffith & Associates, LTD and by KPMG Peat Marwick at the request of the Office of Budget and Planning. The plans are divided into the following sections, with descriptive introductions: certification by the responsible public official; organization chart; summary of fiscal year fixed costs; and the actual cost allocation plan, a detailed analysis and allocation of agency costs based on actual allocations from the prior fiscal year. A slightly different report, the full cost allocation plan also reports statements of direct and indirect costs and has a format that simply includes an introduction and the detailed plan. The majority of each year's report concerns Section I costs, namely non-billed costs of certain eligible services provided to state entities by the central service agencies, particularly the Texas General Services Commission, the Texas Department of Information Resources, the Texas State Library and Archives Commission's records storage program, and others. The records also include Section II plans for a number of fiscal years. These plans include central service costs that are directly charged/billed to agencies and universities.
The second section includes copies of the proposals submitted by David M. Griffith & Associates, LTD in response to the Office of Budget and Planning's search for contractors to prepare the cost allocation plans. Only the proposals submitted in 1990, 1992-1994, and 1996 are present. Additionally the section includes training materials and manuals.
The final section contains correspondence and attachments regarding the cost allocation plans. Much of the material involves communications with the U.S. Department of Health and Human Services (DHHS), the agency designated by OMB (U.S. Office of Management and Budget) as the cognizant agency responsible for negotiating indirect, fringe benefit (and other specialty) rates and issuing related rate agreements for a significant number of organizations receiving federal awards. Budget and Planning Office Grants Team staff member Tom Adams figures prominently in the majority of the correspondence. In 1990, Adams was selected to be the Texas Statewide Allocation Plan Project Officer, serving under then Director of Budget and Planning, Sheila W. Beckett and, later, Dale Craymer and Albert Hawkins, who also appear in the correspondence. The files include requests for proposals, rejected proposals and bids, consultant and interagency contracts and agreements, and related proposal correspondence.
The correspondence centers around costs the federal government disallowed, particularly charges regarding the Capitol Complex Telephone System and the Uniform Group Insurance Program (UGIP). In the case of the telephone system, the OMB concluded that the billing rate included equipment and interest costs and provided for a reserve fund for growth and construction, all of which were unallowable. In addition, the fund balance exceeded the two months' operating expenses that the federal government considered reasonable. The Governor's office worked to resolve the problem by restructuring its billing rates and repaying the disallowed charges.
Two major issues were involved in the matter of the UGIP. First, the federal government demanded reimbursement of $4.4 million for the unmatched contribution it made to UGIP (the state had failed to make a $22.2 million payment to UGIP in July 1993). The state conceded liability in this matter. The second issue concerned the assimilation of 50,000 higher education employees into UGIP in 1992. DHHS demanded the repayment of over $14 million, perceiving the assimilation to be a merger which not only required DHHS permission before implementing but that threatened the stability of the UGIP fund. The governor's office argued both that the assimilation was not a merger since all of the higher education employees entered the system as new employees without carrying over claims and that the fund had "prospered enormously as a result of the new membership." The dispute over the UGIP expansion issue was appealed to the DHHS hearing examiner in Washington D.C. The Appeals Board found that DHHS was correct in principal but had erred in determining the amount of the disallowance. The state appealed, but also determined that somewhat over $3 million would be the amount disallowed. In 1998 the Appeals Board overruled the state's motion of reconsideration and the state brought its final complaint in 1999. Governor's Office General Counsel staff members Stuart Bowen and Al Gonzales were involved in the process.
See also the State of Texas v. U.S. Department of Health and Human Services file in the General Counsel's litigation files for materials related to the dispute. See folders titled "Budget & Planning" and "Contracts for professional service" in Executive Assistant's Office Subject files for copies of contracts between the Governor's Office and David M. Griffith & Associates.
Background Information
The U.S. Office of Management and Budget issued OMB Circular A-87, which defined allowable expenditures for Federal grants. The circular established procedures for recovering both direct and indirect costs of programs and required a state wishing to claim indirect costs as charges against Federal grants to prepare an annual statewide cost allocation plan and to submit the plan for approval to a designated federal department for review and approval. The U.S. Department of Health and Human Services (DHHS) has been designated by OMB as the cognizant agency responsible for negotiating indirect, fringe benefit (and other specialty) rates and issuing related Rate Agreements for a significant number of organizations receiving Federal awards. Within this Department, the Division of Cost Allocation (DCA) is responsible for negotiating and approving rate(s) that should be used to determine amounts of indirect, fringe benefit and other types of costs to be included on a Federal award. The approval is formalized by issuance of a Rate Agreement signed by the cognizant agency and an authorized representative of the organization.
According to Texas Government Code, Title 10, Chapter 2106.002, the office of the governor prepares annually the federally required statewide cost allocation plan. The plan must: (1) identify the costs of providing statewide support services to each state agency; (2) allocate to each state agency an appropriate portion of the total costs of statewide support services; (3) identify, to the extent possible, the amount of federally reimbursable indirect costs in each allocated portion; and (4) develop and prescribe a billing procedure that ensures each state agency is billed for all costs allocated to the agency for which the agency is not obligated to pay another state agency under other law. The office of the governor shall distribute a copy of the plan to each state agency. Within the Governor's Office, the Office of Budget and Planning's Grants Team has been tasked with producing this report.
The Uniform Grant Management Standards (UGMS), Chapter II, "Cost Principles for State and Local Governments and Other Affected Entities" [the document may be found on the Governor's Office website ] sets out the basic cost principles applicable to all grants administered by a state agency which are awarded to cities, counties, other political subdivisions of the state and entities receiving state-administered funds from federal block grants. This chapter specifically includes, therefore, all federal categorical grants, federal block grants, and state grants. The basis of Chapter II is OMB Circular A-87. Cities, counties, and other political subdivisions of the state seeking to establish a cost allocation plan and indirect cost rate should contact the OMB to request an assignment of a cognizant federal agency to review and approve any such plan. In those cases in which funds are received from two or more state agencies, recipients should contact the Governor's Budget and Planning Office to receive an assignment of a state single audit coordinating agency. The Budget and Planning Office may, but is not required, to review and approve the cost allocation plan.
For further information on Texas grant and contract management see Texas Government Code, Title 7, Chapter 783: Uniform Grant and Contract Management. This chapter may be cited as the Uniform Grant and Contract Management Act. The Act, established in 1981, directed the governor's office to establish uniform grant and contract administration procedures "to promote the efficient use of public funds in local government and in programs requiring cooperation among local, state, and federal agencies." These standards further that objective by providing awarding agencies and grantees a standardized set of financial management procedures and definitions, by requiring consistency among grantor agencies in their dealings with grantees, and by ensuring accountability for the expenditure of public funds. State agencies are required to adhere to these standards when administering grants and other financial assistance agreements with cities, counties and other political subdivisions of the state.
Arrangement
Records are arranged by agency staff in three general sections: the actual cost allocation plans; reports, manuals, and proposals concerning the plans; and related correspondence. The plans are in chronological order. The reports, manuals, and proposals remain in the order in which they arrived, though the proposals have been placed in chronological order within the section. The correspondence remains in the order in which it arrived.
Preferred Citation
(Identify the item), Statewide cost allocation plans, Texas Governor George W. Bush Budget and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, account numbers (V.T.C.A., Government Code, Section 552.136) and proprietary and trade secret information that may be subject to V.T.C.A. Texas Government Code Section 552.110, an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
None.
Processed by
Nancy Enneking, April 2003
Box
2002/151-159 Statewide Cost Allocation Plans, 1971, 1990-1997
Consolidated Statewide Cost Allocation Plan, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1970, 1971
[2 folders]
OMB [U.S. Office of Management and Budget] Actual: Based on Actual Expenditures for the Fiscal Year 1988, 1990
[4 folders]
FY 1989, Section II Material, 1990
FY 1990, Section II Material, 1991
[2 folders]
FY 1991, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1989, Copy 1, 1990
[4 folders]
[Note: Copy 1 has a Governor's Budget Office Received date stamp, but has not been signed by a certifying official. The two copies also appear to differ in content.]
FY 1991, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1989, Copy 2, 1990
[5 folders]
[Note: Copy 2 has been signed by a certifying official but does not a have a received date stamp. The two copies also appear to differ in content.]
FY 1991, Section II Material, 1991
[2 folders]
FY 1992, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1990, 1992
[6 folders]
Full cost allocation plan, FY 1993, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1991, 1992
[6 folders]
Full cost allocation plan, FY 1994, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1992, 1993
[6 folders]
Box
2002/151-160 Full cost allocation plan, FY 1995, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1993, 1994
[6 folders]
FY 1995, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1993, Section II material, 1994
[2 folders]
Full cost allocation plan, FY 1995, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1993, Section II material, 1994
Full cost allocation plan, FY 1996, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1994, Volume I, 1995
[6 folders]
Full cost allocation plan, FY 1996, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1994, Volume I [original?], 1995
[6 folders]
Full cost allocation plan, FY 1996, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1994, Volume II, 1995
[6 folders]
FY 1997, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1995, 1996
[Includes only the introduction.]
FY 1997, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1995, 1996
[6 folders]
Full cost allocation plan, FY 1997, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1995, 1996
[1 of 6 folders]
Box
2002/151-161 Full cost allocation plan, FY 1997, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1995, 1996
[5 of 6 folders]
FY 1997, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1995, Section II material, 1996
[2 folders]
FY 1997, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1995, Section II material [addendum?], 1996
FY 1998, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1996, 1997
[6 folders]
FY 1998, Based on Actual Expenditures for the Fiscal Year Ending August 31, 1996, Section II material, 1997
[3 folders]
Proposals, Manuals, and Reports, 1989-1990, 1992-1994, 1996
Cost allocation plan workshop for state agencies, David M. Griffith & Associates, LTD, 1992
State of Texas Assessment of the State's Indirect Cost Recovery Program, March 1989
[2 folders]
A Proposal to Prepare the Statewide Cost Allocation Plan, Fiscal Year 1991, for the State of Texas, David M. Griffith & Associates, LTD, 1990
[2 folders]
A Proposal to Prepare the Statewide Cost Allocation Plan, Fiscal Year 1994, for the State of Texas, David M. Griffith & Associates, LTD, 1992
[2 folders]
A Proposal to Prepare the Statewide Cost Allocation Plan, Fiscal Year 1995, for the State of Texas, David M. Griffith & Associates, LTD, 1993
[3 folders]
A Proposal to Prepare the Statewide Cost Allocation Plan, Fiscal Year 1996, for the State of Texas, David M. Griffith & Associates, LTD, 1994
[2 folders]
A Proposal to Prepare the Statewide Cost Allocation Plan, Fiscal Year 1998, for the State of Texas, David M. Griffith & Associates, LTD, 1996
[2 folders]
A Manual for the Preparation of State Agency Allocation Plans, David M. Griffith & Associates, LTD, for the Texas Governor's Office, Ann W. Richards, Governor, July 1992
[The manual is copyrighted.]
Statewide Cost Allocation Plan (SCAP) correspondence, 1986, 1990-1999
Correspondence, 1986, 1990-1992, 1994
[10 folders]
[Folders 2-4 contains possibly excepted information: the author of the documents has asserted the existence of proprietary and trade secret information that may be subject to V.T.C.A. Texas Government Code Section 552.110 - certain commercial information]
Correspondence, 1995-1997
[15 folders]
[Folder 6 contains possibly excepted information: FedEx account number]
Box
2002/151-162 Correspondence regarding 1998 SCAP, 1996-1999
[4 folders]
General Services Commission telecommunications SCAP issue, Tom Adams, 1991-1994
Capitol Complex Telecommunications System correspondence, 1995
[Contains possibly excepted information: bank account number]
Request for proposals, SCAP, 1993
Health and Human Services Agency indirect cost meeting, August 24, 1993 and November 1, 1993
[2 folders]
State Auditor's Office, cost allocation plan, 1993
[2 folders]
UT/A&M [University of Texas/Texas A&M] benefits survey, August 1995
[2 folders]
SCAP correspondence, Division of Accounting Operations, 1994
UGIP [Uniform Group Insurance Program] - DHS [U.S. Department of Health and Human Services] appeal, 1992-1997, 1999
[51 folders]
State of Texas v. U.S. Department of Human Services: State of Texas Motion for Summary Judgment and Supporting Brief, 1999
[8 folders]

Return to the Table of Contents




 

Property tax relief records, 1976-1996, bulk 1996,
1.5 cubic ft. and 54 audiocassette tapes

Property tax relief records are written testimony, public testimony registration cards, sign-in sheets, audiocassette tapes of public hearings, and correspondence, 1976 to 1996, bulk 1996, created, received, or maintained by the Governor's Office of Budget and Planning, which provided administrative support to the Citizen's Committee on Property Tax Relief. The committee was created by Texas Governor George W. Bush to explore ways to reduce property taxes. The Staff Work Group on Property Tax Relief, composed of designees of Governor Bush, Lieutenant Governor Bob Bullock, House Speaker Pete Laney, and Comptroller John Sharp, was created to develop possible replacements for the school property tax without providing recommendations. Registration cards include the names of individuals testifying at hearings held by the citizen's committee, title and address of those testifying, who they represent, and the location of the public hearing; the cards also include notes on the time the individual spoke and a brief summary of the testimony. Sign-in sheets include names and addresses of individuals attending the hearings held by the citizen's committee. Hearings were held in Amarillo, Beaumont, Corpus Christi, Dallas, El Paso, Fort Worth, Harlingen, Houston, Lubbock, San Antonio, Tyler, and Wichita Falls. Testimony was presented by state officials; former state officials; representatives of organizations, businesses, and agriculture; and home owners, including those on fixed incomes. Correspondence was sent by individuals unable to attend the hearings. Some correspondence was forwarded to Albert Hawkins, Director of the Governor's Office of Budget & Planning and Governor Bush's designee to the Staff Work Group on Property Tax Relief, by Elton Bomer, Commissioner of Insurance and chairman of the Citizen's Committee on Property Tax Relief. See the Budget and Planning Office series Publications for citizen's committee and work group final reports.
Arrangement
These records are arranged by hearing location, then by type of material, as received from the agency, with unidentified audiotapes listed at the end of the hearings. A separate group of correspondence sent to Albert Hawkins, Budget and Planning Director, is filed at the end.
Preferred Citation
(Identify the item), Property tax relief records, Texas Governor George W. Bush Budget and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.
Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, information within the attorney-client privilege (V.T.C.A., Government Code Section 552.107); agency memoranda and working papers (V.T.C.A., Government Code Section 552.111); e-mail addresses (V.T.C.A., Government Code Section 552.137); account information (V.T.C.A., Government Code Section 552.136); driver's license numbers (V.T.C.A., Government Code Section 552.130); and other information protected under common law privacy (V.T.C.A., Government Code Sections 552.101), an archivist must review these records before they can be accessed for research. The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records..
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
To obtain equipment to listen to the audiocassettes, please contact the Archives staff.
Processed by
Tonia J. Wood, November 2006
Box
2002/151-1806 Hearing records:
Beaumont, August 8, 1996:
Public testimony registration cards
Public sign-in sheets (audience)
Written testimony, 1992-1996, bulk 1996
[2 folders]
Box
BushAudioBox 2 Recording of public hearing
[3 audiocassette tapes]
Box
2002/151-1806 Tyler, June 28, 1996:
Public testimony registration cards
[3 folders]
Public sign-in sheets (audience)
Written testimony, 1976-1996, bulk 1996
[6 folders]
[Folder 3 contains possibly excepted information: account number]
Box
BushAudioBox 2 Recording of public hearing
[3 audiocassette tapes]
Box
2002/151-1806 El Paso, June 14, 1996:
Public testimony registration cards
[3 folders]
Public sign-in sheets (audience)
Written testimony
[8 folders]
[Folder 7 contains possibly excepted information: email address]
Box
BushAudioBox 2 Recording of public hearing
[8 audiocassette tapes (4 original, 4 duplicate)]
Box
2002/151-1806 Corpus Christi, June 11, 1996:
Public testimony registration cards
Public sign-in sheets (audience)
Written testimony
[2 folders]
Box
BushAudioBox 2 Recording of public hearing
[3 audiocassette tapes]
Box
2002/151-1806 Harlingen, July 16, 1996:
Public testimony registration cards
Public sign-in sheets (audience)
Written testimony
Box
BushAudioBox 2 Recording of public hearing
[2 audiocassette tapes]
Box
2002/151-1806 Midland, July 24, 1996:
Public testimony registration cards
Public sign-in sheets (audience)
Written testimony
[3 folders]
Box
BushAudioBox 2 Recording of public hearing
[2 audiocassette tapes]
Box
2002/151-1806 Dallas, August 1, 1996:
Public testimony registration cards
[2 folders]
Public sign-in sheets (audience)
Written testimony
[3 folders]
Box
BushAudioBox 2 Recording of public hearing
[3 audiocassette tapes]
Box
2002/151-1806 Fort Worth, July 30, 1996:
Public testimony registration cards
Public sign-in sheets (audience)
Written testimony
[2 folders]
Box
BushAudioBox 2 Recording of public hearing
[2 audiocassette tapes]
Box
2002/151-1806 Houston, August 13, 1996:
Public testimony registration cards
[2 folders]
Public sign-in sheets (audience)
Written testimony
[6 folders]
Box
BushAudioBox 2 Recording of public hearing
[3 audiocassette tapes]
[Note: Post-it note--all Houston tapes are blank. Archives staff has not listened to tapes.]
Box
2002/151-1806 Amarillo, August 22, 1996:
Public testimony registration cards
[2 folders]
Public sign-in sheets (audience)
Written testimony
[3 folders]
Box
BushAudioBox 2 Recording of public hearing
[3 audiocassette tapes]
Lubbock, recording of public hearing, August 29, 1996
[1 of 3 audiocassette tapes]
Box
BushAudioBox 3 Lubbock, recording of public hearing, August 29, 1996
[2 of 3 audiocassette tapes]
Austin, (meeting #1?), recording of public hearing, undated
[6 audiocassette tapes]
Austin, (meeting #2?), recording of public hearing, September 20, 1996
[1 audiocassette tape]
[Note: Post-it notes--Tape #1 side A&B blank. Tape #2 Side A&B blank. Only one tape was with the two notes. Archives staff has not listened to the tapes.]
Wichita Falls, recording of public hearing, undated
[3 audiocassette tapes]
San Antonio, recording of public hearing, undated
[4 audiocassette tapes]
Unidentified recording of public hearing, undated
[2 audiocassette tapes]
Unidentified recording of public hearing, undated
[3 audiocassette tapes]
Box
2002/151-1805 Property tax relief correspondence, 1995-1996
[19 folders]
[Some of the correspondence was forwarded to Albert Hawkins from Elton Bomer, Chairman of the Citizen's Committee on Property Tax Relief and Insurance Commissioner. Some 1995 correspondence concerns Senate Bill 640, 74th Legislature, relating to the imposition, collection, and enforcement of taxes.]
[Folder 7 contains possibly excepted information: attorney client privilege, agency memoranda]
[Folder 17 contains possibly excepted information: drivers license number]

Return to the Table of Contents




 

Grants Team records, 1967-2000, undated, bulk 1995-2000
17.25 cubic ft.

The Grants Team monitors the federal, state, and private funding information resources and alerts state legislators, state agencies, non-profit organizations, all subdivisions of government and individuals to funding opportunities. Records include correspondence, memoranda, letters and memoranda of agreement, grant reference materials, casework, executive orders, strategic plans, evaluations, reports, publications, bylaws, policies and procedures, manuals, printed materials, calendars, drafts, budgets, performance measures, legislative records, speeches, opinions, clippings, web page printouts, forms, organization charts, mailing lists, notes, telephone directories, travel and purchase records, and 3.5-inch floppy disks that date 1967 to 2000 and undated, bulk 1995 to 2000, maintained by the Grants Team in the Texas Office of the Governor's Budget and Planning Office during the tenure of George W. Bush. The records of assistance to regional planning commissions document the activities of the administrations of all Texas governors from John Connally to George W. Bush in the origination, development, and functioning of Texas' regional assistance funding program and regional planning commissions. Denise Francis' files cover a wide range of subjects handled as head of the Grants Team. Casework records respond to requests for assistance in locating and obtaining grant funds. Training files document workshops presented by Grants Team staff around Texas from 1998 to 2000. The agency strategic plans and reports, 1995 to 1996, seem to have been submitted in 1996 in accordance with the responsibility of the Texas Governor's Budget and Planning office's Grants Team to collect and analyze performance data from state agencies on maximizing federal funds.
Grants Team Background
The Grants Team monitors the federal, state, and private funding information resources and alerts state legislators, state agencies, non-profit organizations, all subdivisions of government and individuals to funding opportunities. The Texas Legislature established a State Grant Writing Team in the Office of State Federal Relations in 1991 (Senate Bill 3, 72nd Legislature, First Called Session, 1991). In 1995, this Team became part of the Texas Governor's Budget and Planning Office (House Bill 1399, 74th Legislature, Regular Session, 1995). The Grants Team, specifically: 1) provides technical assistance on federal funding matters to state agencies, subdivisions of government, Texas legislators, non-profit agencies, and individuals; 2) provides counseling on the availability and means of obtaining federal, state, and private funding assistance; 3) identifies federal and state funding opportunities and responds to inquiries about federal policies and agencies; 4) provides proposal writing support and review of applications; 5) collects and analyzes performance data from state agencies on maximizing federal funds; 6) compiles and distributes the Grant Alert, a fax newsletter about funding opportunities; 7) maintains a clearinghouse of information on the availability of federal, state, and private grants; 8) identifies and facilitates opportunities for collaboration among state agencies to seek federal discretionary funds; and 9) provides proposal writing training on a cost sharing basis. By law, the state Grants Team may charge fees to recover service costs.
The State Single Point of Contact is co-located with the Grants Team and provides grant applicants with information on how to comply with the intergovernmental review requirements of Federal Executive Order 12372 and the Texas Review and Comment System. During Bush's administration the Single Point of Contact was routed all targeted grant applications (and responses) that were subject to statewide or regional review and had been or would be submitted to the federal government. The Texas Review and Comment System [TRACS], run by the Grants Team, provides state and local officials with opportunities to comment on state plans, applications for state or federal financial assistance, and environmental impact statements related to projects or funding that affect their jurisdictions before the proposals are approved or funded. For further information on Texas grant and contract management see Texas Government Code, Title 7, Chapter 783: Uniform Grant and Contract Management. This chapter may be cited as the Uniform Grant and Contract Management Act.
Staff members in 1996 were (with their areas of responsibility): Denise Francis, Director - child care, criminal justice, employment and job training, health and human services, law enforcement and public safety, mental health, and substance abuse; Ron Ayer, Grants Analyst - agriculture, business development, disabilities, economic development, housing and homeless issues, telecommunications, and transportation; (by 1999 his responsibilities had evolved into disabilities, homeless issues, mental health, and telecommunications and he seems to have been doing a substantial amount of proposal review and grant writing training workshops); Clair Burleson, Research Assistant - academic research, education, energy, environment, historic preservation, Indian affairs, parks/recreation, and youth (non-incarcerated); and Mary Helen Rositas, Administrative Technician - compiled and managed the Grant Alert; database maintenance, document handling and administrative support; and maintenance of reports from state agencies on receipt of federal funds. By 1999 Clair Burleson seems to have left and the following staff members had been added: Jennifer Fisher, Grants Analyst - agriculture, rural development, business development, economic development, housing, and transportation; and Rita Stephan, Grants Analyst - academic research, education, energy, environment, historic preservation, Indian affairs, parks/recreation, and youth (non-incarcerated). Over time, other staff members and interns seem to have included Debra Mills, Reagan Swank, Matt Salazar, Maria Hernandez, Joe Castillo, Andres Alcantar, and others. Tom Adams was the State Single Point of Contact.
Organization of the Records
The Grants Team records were organized into five subseries by State Archives staff after reviewing the way the records were maintained by the agency:
Denise Francis' files, about 1994-2000, 8 cubic ft.
Staff casework, 1991-2000, bulk 1997-2000, 3 cubic ft.
Records of assistance to regional planning commissions, 1967-1999, 3.25 cubic ft.
Training files, 1998-2001, 2 cubic ft.
Agency strategic plans and reports, 1995-1996, 0.4 cubic ft.
Denise Francis' files, 1991, 1993-2000, undated, bulk 1995-2000,
8 cubic ft.
The Grants Team monitors federal, state, and private funding information resources and alerts state legislators, state agencies, non-profit organizations, all subdivisions of government and individuals to funding opportunities. The records are the files of Denise Francis, Group Director of the Grants Team during the terms of Texas Governor George W. Bush. Materials include correspondence, memoranda, printed materials, grant reference materials, casework, general correspondence, day planners, manuals, web page printouts, notes, Grant Alert correspondence, federal grant alerts, fax cover sheets, salary schedules, the Xerox manual, travel reimbursements, publication purchase orders, and assorted other administrative files, dated 1991, 1993 to 2000, and undated, bulk 1995 to 2000. Francis was part of the State Grants Team while it was under the Texas Office of State-Federal Relations and moved with the Grants Team to the Governor's Office in 1995. A few records in these files document the Team while it was still under the Office of State-Federal Relations. Records contained within this group document many of the functions of the Grants Team.
Arrangement
These records have been left in their original order, to inform study of the functioning of the Grants Team. To aid in access, files have been provided with headings and some specific contents and subjects have been listed.
Preferred Citation
(Identify the item), Denise Francis' files, Texas Governor George W. Bush Budget and Planning Office Grants Team records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, communication between a citizen and a legislator and/or lieutenant governor (V.T.C.A., Government Code, Chapter 306); agency memoranda and working papers (V.T.C.A., Government Code Section 552.111); social security numbers (V.T.C.A., Government Code Section 552.147); home addresses and phone numbers of government employees and officials (V.T.C.A., Government Code, Section 552.117); e-mail addresses (V.T.C.A., Government Code, Section 552.136); account numbers (V.T.C.A., Government Code, Section 552.136) and other information protected under common law privacy (V.T.C.A., Government Code Sections 552.101), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
Records contain information on 3.5-inch computer disks. Researchers wishing to view any of the information on the disks should consult with Archives staff and be aware that these disks may or may not still be readable. Some information on the disks may be exempted from disclosure under the Texas Public Information Act.
Processed by
Nancy Enneking, May 2004
Box
2002/151-1807 Maria Hernandez:
ADIS [Agency Designation Information System], 1998
[14 folders]
[Folders 1, 3 contain possibly excepted information: agency memoranda]
[Folders 4, 6 contain possibly excepted information: account number]
[All folders contain faxes to agencies requesting updated information on the federal grants they administer.]
Time sheets, 1998
[Contains possibly excepted information: social security numbers]
Evaluations
[empty folder removed]
Goals, objectives, 1997-1998
[Contains possibly excepted information: agency memoranda]
Telephone directory, 1997-1998
Ethics training, 1998
Cover sheets, undated
Active cases, 1998
Closed/inactive
[empty folder removed]
Casework, June-December 2000
[4 folders]
[Folders 1-4 contain possibly excepted information: e-mail addresses]
[Folder 4 contains possibly excepted information: home address and telephone number of current or former public officials or employees]
[File 3 contains correspondence assigned the following unique number: 2010230080]
Disposed cases, Ron Ayer, Dennis Chapman, 1996
[11 folders]
[Folders 5, 6 contain possibly excepted information: account numbers]
[Folder 7 contains possibly excepted information: home address and telephone number of public official or employee]
Mary Helen Rositas, casework, 1995-1997
[6 folders]
[Folder 2 contains possibly excepted information: account numbers]
Rita Stephan, cases, 1999-2000
[14 folders]
[Folders 1-4, 6, 10-14 contain possibly excepted information: e-mail addresses]
[Folder 1 contains possibly excepted information: account numbers]
[Folder 1, 10 contains possibly excepted information: privacy]
[Folders 2, 11, 13, 14 contain possibly excepted information: agency memoranda]
[Folder 5 contains correspondence assigned the following unique number: 9909240351]
Representative Judith Zaffirini, Frio County Park, 2000
[5 folders]
Grant review, 1998, undated
Miscellaneous, public relations, 1995, 1997-1998
[2 folders]
[Folder 1 contains possibly excepted information: agency memorandum]
[Folder 2 contains possibly excepted information: social security number, e-mail]
Resource guides, 1995, 1997-1998
[4 folders]
Resources, miscellaneous, 1998
[3 folders]
Business development, 1994-1998
[9 folders]
Grant Alert, 1997-1999
[9 folders]
[Folders 2-9 contains possibly excepted information: e-mail address]
Records relating to grant writing training:
Writing to Win [handout packet for training workshops/seminars], 1996
Writing to Win, 1997
Correspondence, Writing to Win, 1998-2000
[Contains possibly excepted information: e-mail address]
Training materials, Writing to Win, 1996
Certificates, 1998-2000
Write to Win contest forms, 1998
[Contains possibly excepted information: agency memoranda]
Training of Trainers (ToT) seminar proposals, 1998
[2 folders]
[Contains possibly excepted information: agency memoranda]
Effectiveness survey:
Samples entered into database, 1995-1997
[4 folders]
[Folders 1, 4 contain possibly excepted information: e-mail address]
Survey responses, 1998
[5 folders]
Articles/literature review
[empty folder removed]
Effectiveness training evaluation drafts, 1998
[Contains possibly excepted information: agency memoranda, e-mail address]
Sample workshop evaluations, 1996
[7 folders]
[Folders 1, 3, 5, 7 contain possibly excepted information: e-mail addresses]
Box
2002/151-1808 MH [Maria Hernandez] casework, ADIS [Agency Designator Information System], June 1998
Correspondence, ADIS, 1998
[13 folders]
[Folders 4, 5 contains possibly excepted information: account number]
Awards, 1998
Awards "Field 1," 1999
[10 folders]
[Folder 7 contains correspondence assigned the following unique numbers: 9910060036; 9910060180; 9910080052; 9910080054; 9910080056]
[Folder 8 contains correspondence assigned the following unique number: 9910050180]
Central correspondence files, 1997-1999
[3 folders]
[Folder 1 contains possibly excepted information: agency memoranda, privacy]
[Folder 2 contains possibly excepted information: e-mail address]
[Folder 3 contains possibly excepted information: agency memoranda]
Constituent casework, 1998-2000
[Contains possibly excepted information: e-mail address]
Ron Ayer, constituent casework, 1998-1999
[8 folders]
[Folders 1-3 contain possibly excepted information: account numbers]
[Folder 3 contains possibly excepted information: confidential memorandum, e-mail address]
[Folder 5 contains possibly excepted information: agency memoranda]
[Folder 8 contains possibly excepted information: e-mail address]
Correspondence, Jason Haas, 1997
[Contains possibly excepted information: agency memoranda]
Constituent casework, Debra Mills:
March 1999
[9 folders]
[Folders 1, 3, 9 contain possibly excepted information: e-mail address]
April 1999
[21 folders]
[Folders 1, 3, 6-7, 15-16, 21 contain possibly excepted information: e-mail address]
[Folder 15 contains possibly excepted information: privacy]
[Includes a copy of Faith in Action...A New Vision of Church-State Cooperation in Texas.]
Correspondence, Matt Salazar, 1999-2000
[4 folders]
[Folders 1-4 contain possibly excepted information: e-mail addresses and agency memoranda]
Constituent casework, uncompleted, 2000
Completed correspondence, 1997-1999
[7 folders]
[Folder 3 contains possibly excepted information: agency memoranda]
[Folder 4 contains possibly excepted information: social security number, drivers license number]
Current correspondence, 1998-1999
[3 folders]
[Folder 1 contains correspondence assigned the following unique numbers: 9802090133; 9801270225; 9801300208; 9801200298]
[Folder 3 contains correspondence assigned the following unique number: 9807300096]
[Folder 2 contains possibly excepted information: agency memoranda]
[Folder 3 contains possibly excepted information: e-mail address]
EGTAW [Electronic Grants Technical Assistance Workshop] meeting, 2000
[3 folders]
Box
2002/151-1809 Correspondence, FY 1999
[3 folders]
[Folder 1 contains possibly excepted information: privacy and home address of public official or employee]
[Folder 2 contains possibly excepted information: e-mail address]
Correspondence, funding sources, 2000
Governors [Tom Adams], 1999
[40 folders]
[Folder 1 contains correspondence assigned the following unique number: 9907060016]
[Folder 1 contains possibly excepted information: agency memoranda]
[Folders 32, 39 contains possibly excepted information: social security numbers and home addresses and telephone numbers of public officials or employees]
[The files contain, almost exclusively, a Head Start grant application.]
Strategic planning/COG [Council of Governments] legislation - Tom Adams, 1995-2000
[6 folders]
[Folder 2 contains possibly excepted information: confidential memorandum]
ADIS [Agency Designation Information system], 1998
[2 folders]
2000 awards, 1999-2000
[11 folders]
[Folder 9 contains correspondence assigned the following unique number: 2009190217]
[Folders 5-6 contains possibly excepted information: e-mail address]
Budget highlights for the 2000-2001 biennium, undated, probably1999
[3 folders]
2000 central correspondence, 1998-2000
[4 folders]
[Folder 1 contains correspondence assigned the following unique number: 9807240160]
[Folder 1 contains possibly excepted information: e-mail address, privacy, possible home address and telephone number of public official or employee]
[Folder 2 contains possibly excepted information: social security numbers]
[Folder 4 contains possibly excepted information: e-mail addresses, evidence of communication between a citizen and a legislator]
City Vision (Fort Worth), 1994
[2 folders]
[Folder 1 contains possibly excepted information: agency memoranda]
Constituent casework [Denise Francis?], 1997
Constituent casework [Denise Francis?], 1998
[9 folders]
[Folder 6 contains possibly excepted information: evidence of communication between a citizen and a legislator; e-mail address; privacy]
[Folder 7 contains possibly excepted information: e-mail address; evidence of communication between a citizen and a legislator]
[Folder 8 contains possibly excepted information: e-mail addresses; account number]
[Folder 9 contains possibly excepted information: e-mail address]
Constituent casework, February-May 1999
[10 folders]
[Folder 6 contains possibly excepted information: home address and home phone number of government employee]
[Folder 8 contains possibly excepted information: e-mail addresses]
Constituent casework [Denise Francis?], June-December 1999
[10 folders]
[Folder 3 contains possibly excepted information: evidence of communication between a citizen and a legislator]
[Folders 4 and 8 contain possibly excepted information: e-mail addresses]
Constituent casework, Denise Francis, 2000
[7 of 19 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
Box
2002/151-1810 Constituent casework, Denise Francis, 2000
[12 of 19 folders]
[Folders 14-19 contain possibly excepted information: e-mail addresses]
Adrian Alvarez correspondence, 1999
[2 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
Cameron correspondence
[empty folder removed]
John Giancarlo Ortega, 1999
Reagan Swank casework, 1999
[2 folders]
Haley Waters casework, 1999
Current correspondence log, 2000
[2 folders]
Funding information resources, 1998, undated
[4 folders]
Grants Team website, 2000
[6 folders]
[Files only contain updated addresses for receiving Grant Alert faxes.]
[All folders contain possibly excepted information: e-mail addresses]
Harris County, Ronald Rea, 1994
Legislative requests, 1994
Correspondence--memorandum, correspondence and files, 1998
Correspondence--memorandum, Ergonomic Awareness Training Plan, April 2000
Correspondence--memorandum, staff policies and procedures, July 1999
Correspondence--memorandum, SECC (State Employee Charitable Campaign), September 1997
[Contains possibly excepted information: home phone numbers of government employees]
Correspondence--memorandum, SIB (State Insurance Building) visitor procedures, June 2000
Correspondence--Texas Workforce Commission LWDB (Local Workforce Development Board), PIC (Private Industry Council) and TWC (Texas Workforce Center) directories, 1998-1999
[3 folders]
Sharpstown General Hospital, Houston, Ervan N. Chew, February 17, 1994
State Grants Team Grant Alert, 2000
[7 folders]
[File contains requests for subscription to Grant Alert.]
[All folders contain possibly excepted information: e-mail addresses]
Records retention schedule and disaster plan, 1993-1995
[5 folders]
Tarrant County Hospital, February 16, 1994
Texas Crime Bill work group, April 1997-November 1998
[24 folders]
[Arranged chronologically.]
[Folders 12, 13 contain possibly excepted information: e-mail addresses]
[Folder 23 contains possibly excepted information: agency memoranda]
Texas Development Institute, February 23, 1994
Vernon Intermediate School, February 23, 1994
Anita Wiley, renovation for group homes, February 22, 1994
ADIS-agency designation information system, 1997
Administrative updates, 1997
Child care development block grant funds, September 22, 1997
[7 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
CoG (Councils of government) directory, 1996-1997
[Contains 3.5-inch computer disks]
Computer files, miscellaneous, undated
[Contains 3.5-inch computer disks]
Constituent casework, 1997
[2 folders]
[Folder 2 contains correspondence assigned the following unique number: 9704010144]
[All folders contain possibly excepted information: e-mail addresses]
Correspondence, Denise Francis, 1997-1998
[Contains possibly excepted information: e-mail addresses]
COPS--Advancing Community Policing, June 30, 1997
Crime Bill Working Group, October 22, 1997
Criminal Justice Policy Council--reports, 1997
Dallas One Church, One Child Project, 1995
[3 folders]
Data brief (National Science Foundation), 1997
Episcopalian publications--Denise Francis, 1997-1998
Federal grants management handbook, December 1997
FFIS (Federal Funds Information for States) Budget Brief, 1997
[2 folders]
Fire Department/EMS, Riviera, 1997
[Contains possibly excepted information: e-mail addresses]
Federal and foundation grant alerts, June 27, 1997-January 16, 1998
Foundation for Child Development working paper, November 1997
Box
2002/151-1811 Funding publications--sample issues, 1997
[6 folders]
Girl Neighborhood Power Program (HRSA--Health Resources and Services Administration), August 23, 1997
Grant award notices, 1997
Grants Team annual report, draft, 1997
[2 folders]
Grants Team performance measurement, 1998
Grants Team retreat, 1997
LBB (Legislative Budget Board) agency procedures for federal funds application database, December 1995
Legislative clipping service, 1997
[7 folders]
Memorandum--disaster donations, 1990
Memoranda--Governor's reelection campaign, 1997
Minutes, School-to-Work interagency management team, 1997, 2000
NASBO (National Association of State Budget Officers) Washington Report, 1997
OMH-RC (Office of Minority Health Resource Center) grants, 1997
Personal correspondence--Denise Francis, 1997
[file removed]
Review of federal funding strategies of states, draft, August 4, 1997
[4 folders]
Robert Wood Johnson Foundation, 1997
Schedules--Denise Francis, 1997-1998, 2000
S. 1022 (Senate Bill 1022) Departments of Commerce, Justice, and State, the Judiciary, and Related Agencies Appropriations Act, 1998
Standard 424 Form (Application for Federal Assistance), undated
[2 folders]
State agency federal funds quarterly reports, 1997
[9 folders]
TCADA (Texas Commission on Alcohol and Drug Abuse), 1997
Texas Department of Housing and Community Affairs, grants--First-time home buyer bond program, 1996-1997
Texas Higher Education Coordinating Board, School-to-Work quarterly reports, 1997
Generalist Physician Faculty Scholars Program brochure and Office of the Governor employee handbook, 1998, undated
Training materials--South Padre Island, September 23-25, 1997
U.S. Department of Education grants, 1996-1997
[3 folders]
U.S. Department of Health and Human Resources (HRSA-Health Resources and Services Administration) competitive grants review, 1997
[7 folders]
U.S. Department of Justice, Local law enforcement block grants program, 1997
U.S. Department of Labor, Welfare to work grants, 1997
Weslaco, Texas, 1997
Erin Woods grant writing workshop, 1998
Correspondence meeting, February 8, 1996
Day planner--Denise Francis, 1998
Day planner--Denise Francis, 1999
Grants Team retreat, 1994
[3 folders]
Grants Team retreat, 1995
[2 folders]
[All folders contain possibly excepted information: home address and home phone number of government employee]
Leadership Austin, 1994-1997
[8 folders]
[Contains possibly excepted information: e-mail addresses]
Minutes, director's meetings, 1999-2000
Minutes, staff meetings, 1994-2000
[3 folders]
Miscellaneous, grants hearings, 1995-1999
[2 folders]
Senior management development training, 1996
Box
2002/151-1812 Web page, 1996-1998
[11 folders]
Community planning, CJD (Criminal Justice Division), September 1996
Strategic planning manual, January 1998
Strategic planning manual, December 1995
Strategic planning, 1998-1999 [sic], 1995-1996
[7 folders]
Training performance measures reports, 1994-1996
[15 folders]
Training materials--Denise Francis' personal notebooks, 2000, undated
[3 folders]
Year 2000 automation, 1996
Grant Alert correspondence, 1999
[39 folders]
[All folders contain possibly excepted information: e-mail addresses]
Governor's Conference on Aging, December 2, 1997
[3 folders]
[Folder 2 contains possibly excepted information: home address and home phone number of government employee]
Meeting notes/personal notebooks--Denise Francis, 1998, undated
[3 folders]
Miscellaneous, 1997-1998
[5 folders]
[Folder 4 contains possibly excepted information: agency memoranda]
Texans with Disabilities, 1991, 1993, 1997, undated
[10 folders]
Box
2002/151-1813 Texas-Mexico Border Substance Abuse Prevention Initiative, 1997
[11 folders]
[All folders contain possibly excepted information: agency memoranda]
TSIP (Texas State Incentive Program) application, master, March 1998
[9 folders]
[Folder 1 contains possibly excepted information: account number]
TSIP (Texas State Incentive Program) application, backup, March 1998
[10 folders]
Training materials, 1997-1998
[8 folders]
Training manuals and reports, 1995
[5 folders]
Training materials--Writing to Win, 1997
[6 folders]
AEA (American Economic Association) summer program, 1998
Agency designation policy, 1994-1995
[6 folders]
[All folders contain possibly excepted information: agency memoranda]
Automation, 1994-1998
[16 folders]
[Folders 1, 6, 9 contain possibly excepted information: e-mail addresses]
Black United Fund of Texas, 1995, undated
[4 folders]
Box
2002/151-1814 Brownsville Community Health Center Tuberculosis Project, 1997
Capital Metro, 1998
Constituent casework, 1994
Completed casework, July-December 1995
[8 folders]
Constituent casework, 1996
[4 folders]
[Folder 1 contains possibly excepted information: privacy]
Congressional casework, 1997
[6 folders]
Correspondence, 1993-2000
[15 folders]
[Folder 6 contains possibly excepted information: agency memoranda]
DHS (Department of Human Services), 1997-2000
[9 folders]
[Materials concern TCADA Women's Network of State Agencies, Innovations in American Government Awards, and grants for Alzheimer's and other diseases, children, and criminal justice.]
East Austin Economic Development Corporation, 1996
[3 folders]
Ebenezar Baptist Church, November 1996
[3 folders]
[Folder 1 contains possibly excepted information: agency memoranda]
El Buen Samaritano, 1997
Electric Utility Source, 1998
Federal Standard Forms, 1997
[2 folders]
Freedman's Town Association, Gladys House-President, 1997
[6 folders]
Historically black colleges, 1998
Louisiana, 1997
Miscellaneous correspondence, 1995-1999
[11 folders]
[Folder 2 contains correspondence assigned the following unique number: 9701020126]
[Folder 6 contains possibly excepted information: e-mail address]
St. George's Episcopal Church, 1995
SEAK (Substance Exposed At-Risk Kids) Project, 1997
[9 folders]
Box
2002/151-1815 75th Legislature, 1996-1997
[Contains possibly excepted information: agency memoranda]
Senate Bill 145, 75th Legislature, 1997
Bills filed in 75th Legislature, Senate Bill 501, 1997
Special Olympics, 1997
Special Olympics, 1998
[Contains possibly excepted information: e-mail address]
Tips from proposal reviewers, undated
2000 Statewide cost allocation plans, 1998-2000
[10 folders]
Strategic plan, 1993-1994
[Contains possibly excepted information: agency memoranda]
UT (University of Texas) Center for Criminology and Criminal Justice Research, 1997
[Contains possibly excepted information: e-mail address]
WETW (?), 1997
Y2K (year 2000) issues, 1998
School-to-work files
[untitled wallet files]:
Loose publications, meeting notes, meeting materials drafts, May 1996
[2 folders]
Senate Bill 1, 1995
[2 folders]
[Folder 1 contains possibly excepted information: agency memoranda]
Loose meeting notes, agenda, draft meeting handouts, printouts of grant application information, May 1996
[3 folders]
School-to-work, 1996
[4 folders]
Loose agenda, meeting materials, correspondence and memoranda, February-May 1996
[8 folders]
School-to-work, 1995-1999
[38 folders]
[Folders 13, 15 contain possibly excepted information: e-mail address]
[Folder 31 contains possibly excepted information: agency memoranda]
Federal Grant Alerts, 1997-2000
[1-4 of 30 folders]
Box
2002/151-1805 Federal Grant Alerts, 1997-2000
[5-26 of 30 folders]
Staff casework, 1991-2000, bulk 1997-2000,
3.8 cubic ft.
The Grants Team monitors funding information resources and alerts state legislators, state agencies, non-profit organizations, all subdivisions of government and individuals to funding opportunities. Printed materials, web page printouts, correspondence, memoranda, notes, drafts, grant proposals, draft publications, a speech, a travel requisition, a travel voucher, and a press release comprise the casework files of the Texas Office of the Governor's Budget and Planning Office Grants Team dating 1991 to 2000, bulk 1997 to 2000. Casework records predominantly consist of correspondence and attachments that include and respond to requests for assistance in locating and obtaining grant funds. Many of the attachments are printed materials that provide information on the potential sources of grant funding that may apply to each request for assistance. Many letters have an attached cover sheet detailing the request for aid and the staff responses over time. Some letters were passed from the Correspondence Office to the Grants Team; a few of these letters were logged into the correspondence database. Some letters were originally sent to the "Bush for President" campaign office but were directed by the campaign staff to the Governor's Office for responses.
Most prominent in the records is casework assigned to Grants Team staff members Ron Ayer and Debra Mills, who were assisted by a number of interns. Casework of Denise Francis, Rita Stephan, and Tom Adams can also be found. On numerous occasions the requests for assistance were passed between staff members to ensure that the requests were answered by the person with the most specialized knowledge. The requestors include state agencies, county and local subdivisions of government, Texas legislators, non-profit agencies, for-profit businesses, and individuals. The correspondence requests assistance in finding funds for a variety of purposes including, but not limited to, establishing, maintaining, or assisting small businesses, homeless shelters/halfway houses, community and youth recreation facilities, care facilities and programs for the elderly and disabled, group homes, veterans, police and fire departments, animal shelters, charter schools, municipal facilities, local economic development projects, and clean water supplies. The Grants Team staff also provided assistance with grant proposal development by reviewing grant proposals, either prior to the proposals submission to a funding agency or post-rejection, to provide suggestions for future improvement. A few files concern the Team's computer information tracking system ADIS (Agency Designation Information System).
Arrangement
These records remain in their original order as received from the agency, which is groupings by staff member (not in alphabetical order and a staff members' files may be in multiple locations), and then usually in chronological order.
Preferred Citation
(Identify the item), Staff casework, Texas Governor George W. Bush Budget and Planning Office Grants Team records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, agency memoranda and working papers (V.T.C.A., Government Code Section 552.111); communication between a citizen and a legislator and/or lieutenant governor (V.T.C.A., Government Code, Chapter 306); social security numbers (V.T.C.A., Government Code Section 552.147); home addresses, family information, and phone numbers of government employees and officials and peace officers (V.T.C.A., Government Code, Section 552.117); e-mail addresses (V.T.C.A., Government Code, Section 552.136); account numbers (V.T.C.A., Government Code, Section 552.136); information submitted by potential contractor (V.T.C.A., Government Code, Section 552.128); and other information protected under common law privacy (V.T.C.A., Government Code Sections 552.101), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
None.
Processed by
Nancy Enneking, March 2004
Box
2002/151-1816 Debra Mills:
December 1998
[2 folders]
January 1999
[7 folders]
[Folder 2 contains possibly excepted information: privacy]
[Folders 4-6 contain possibly excepted information: possible account numbers]
[Folder 7 contains possibly excepted information: e-mail address]
February 1999
[36 folders]
[Folder 24 contains correspondence assigned the following unique number: 9901140241]
[Folders 1, 3, 7, 20 contain possibly excepted information: e-mail addresses]
[Folders 2, 5-6, 8, 14, 19-22, 28, 36 contain possibly excepted information: possible account numbers]
[Folders 5, 33 contain possibly excepted information: working papers]
[Folders 11, 16, 20 contain possibly excepted information: personal privacy]
[Folder 16 contains possibly excepted information: evidence of communication between a citizen and a legislator]
[Folder 33 contains possibly excepted information: agency memorandum]
March 1999
[10 folders]
[Folders 1, 2, 6-8 contain possibly excepted information: e-mail address]
[Folders 3, 5, 7, 10 contain possibly excepted information: agency memorandum]
[Folders 4-9 contain possibly excepted information: possible account numbers]
[Folder 7 contains possibly excepted information: possible home telephone number of public official or employee]
[Folder 9 contains possibly excepted information: financial information]
April 1999
[6 folders]
[Folder 1 contains possibly excepted information: home telephone number of public official or employee]
[Folder 2 contains correspondence assigned the following unique number: 9903160230]
[Folder 4 contains possibly excepted information: financial information]
[Folders 4-5 contain possibly excepted information: possible account numbers]
[Folder 6 contains possibly excepted information: agency memorandum, e-mail address, possible home telephone number of public official or employee]
Reagan Swank, Grant Fellow/Intern:
May 1999
[2 folders]
[Both folders contain possibly excepted information: e-mail addresses]
June 1999
[23 folders]
[Folders 1 and 6 contain possibly excepted information: e-mail address]
[Folders 1, 3-4, 6, 9, 11 contains possibly excepted information: agency memoranda]
[Folders 1, 16, 18-19 contain possibly excepted information: possible account numbers]
[Folder 4 contains possibly excepted information: home telephone number of public official or employee; agency memorandum]
[Folder 17 contains possibly excepted information: privacy]
July 1999
[12 folders]
[Folder 1 contains possibly excepted information: possible home telephone number of former state representative]
[Folder 6 contains possibly excepted information: privacy, email address, and home address of former state employee]
[Folders 7, 10 contain possibly excepted information: privacy]
[Folders 7-10 contain possibly excepted information: e-mail addresses]
[Folder 8 contains possibly excepted information: agency memorandum]
[Folder 9 contains possibly excepted information: agency memoranda]
[Folder 10 contains possibly excepted information: working papers and home telephone number of public official or employee]
Jason Sack, Grant Analyst Intern:
Tax consultant/Richmond Virginia, 1998
[Contains possibly excepted information: e-mail addresses, agency memorandum]
Flying Aces, 1998
Nursing homes, 1998
ADIS [Agency Designation Information System], [1998]
[Giancarlo] John Ortega:
[Website and updated link add-on information], 1999
[4 folders]
[Folder 1 contains possibly excepted information: agency memoranda]
[Folder 4 contains possibly excepted information: e-mail address]
Casework, 1999
[7 folders]
[Folders 1-3 contain possibly excepted information: e-mail addresses]
[Folder 2 contains possibly excepted information: agency memoranda]
[Folder 4 contains possibly excepted information: agency memorandum]
Matt Salazar, Grants Fellow:
1999 Rita's cases,
[3 folders]
[Folders 1, 2 contain possibly excepted information: e-mail addresses]
[Folder 1 contains possibly excepted information: family information of public officials or employees]
[Folders 1-3 contain possibly excepted information: agency memoranda]
Rita's cases, 2000
[3 folders]
[Folder 1 contains possibly excepted information: home address of public official or employee]
[Folder 1 contains possibly excepted information: agency memoranda, legislative correspondence with Texas citizen]
[Folders 1, 2 contain possibly excepted information: agency memoranda]
[Folders 2, 3 contain possibly excepted information: e-mail addresses]
Stan Collins, Grant Intern, correspondence, 1998-1999
[2 folders]
Laura Gardner's casework, 1997-1998
[3 folders]
[Folders 1, 2 contain possibly excepted information: agency memorandum]
[Folder 3 contains possibly excepted information: account numbers, e-mail address, privacy]
Box
2002/151-1817 Michael Grimes, Grants Intern, correspondence, 1998
[3 folders]
[Folders 1-3 contain possibly excepted information: agency memoranda]
[Folder 2 contains possibly excepted information: account numbers, e-mail address]
[Folder 3 contains possibly excepted information: social security numbers]
Shawn Lewis [Grants Intern?], correspondence/casework, 1998
[2 folders]
[Folder 2 contains possibly excepted information: agency memoranda]
Debra Mills:
Correspondence, January-February, 1999
Correspondence, March-April, 1999
Jason Sack, Grants Intern, casework/correspondence, 1998
Debra Mills:
Any Baby Can, San Antonio, April 1999
[3 folders]
La Esperanza Clinic, San Angelo, 1999
Refuge Corporation grant reviews, April 1999
[4 folders]
[Folder 1 contains possibly excepted information: contract negotiation(?) (not bidding process)]
Coastal Bend Chapter Alzheimers Association, 1999
[4 folders]
[Folders 3, 4 contain possibly excepted information: agency memorandum]
Matt Salazar, Intern:
Funding sources and intern guidelines, 2000, undated
[4 folders]
[Folder 4 contains possibly excepted information: e-mail address]
Casework - Ron's [Ron Ayer] files, 2000
[2 folders]
[Folder 1 contains possibly excepted information: privacy]
[Both folders contain possibly excepted information: e-mail addresses]
[Folder 2 contains possibly excepted information: agency memoranda]
Casework - Denise's [Denise Francis] cases, 1999-2000
[Contains possibly excepted information: e-mail addresses, agency memoranda]
Casework - Other, 2000
[2 folders]
[Both folders contain possibly excepted information: e-mail addresses, agency memoranda]
[Folder 1 contains possibly excepted information: agency memorandum]
Ron Ayer, Grants Analyst:
Grant proposals, 1998
[4 folders]
[Folders 1, 4 contain possibly excepted information: agency memorandum]
HISSO [Harlingen Information and Social Services Organization] - Tony Ramirez, 1998-1999
[6 folders]
[Folder 6 contains possibly excepted information: account number, agency memorandum]
FY 1999, Quarters 1-3, TA, 1998-1999
[3 folders]
[Folder 1 contains possibly excepted information: home telephone number of public official or employee]
[Folder 3 contains possibly excepted information: agency memorandum]
Casework, 1997-1999
[18 folders]
[Folder 3 contains possibly excepted information: home telephone number of public official or employee]
[Folders 4-9, 12-14, 18 contain possibly excepted information: e-mail addresses]
[Folders 5, 6, 12, 14-16 contain possibly excepted information: personal privacy]
[Folder 5 contains possibly excepted information: information regarding family members of a public official or employee; possible home telephone number of public official or employee]
[Folders 5, 6 contain possibly excepted information: agency memorandum]
[Folders 8-10 contain possibly excepted information: account numbers]
[Folder 11 contains possibly excepted information: constituent correspondence with Lieutenant Governor Perry]
Martin Sinclair, Research Assistant, Office of Budget and Planning, casework done, 1998
[2 folders]
[Folders 1, 2 contain possibly excepted information: e-mail addresses]
[Folder 2 contains possibly excepted information: account numbers]
[Folder 1 contains possibly excepted information: agency memoranda]
Stan Collins, Grant Intern, constituent casework, 1998-1999
[7 folders]
[Folder 1, 4, 5 contains possibly excepted information: account numbers]
[Folder 2, 3 contains possibly excepted information: agency memorandum]
[Folder 6 contains possibly excepted information: working papers]
[Folders 6 and 7 contain possibly excepted information: e-mail address]
Ron Ayer/Rita Stephens, constituent casework, 2000
[Contains correspondence assigned the following unique number: 200530274]
[Contains possibly excepted information: privacy and e-mail addresses]
Stan Collins:
Police department and fire department equipment, 1998
[2 folders]
[Folder 1 contains possibly excepted information: account number]
Recreation complex update, maintenance, 1998
[Contains possibly excepted information: e-mail address, account numbers]
Multiple projects, 1998
Child care funding sources, [probably 1998]
[Contains possibly excepted information: account number]
[Denise Francis?], faith-based resources, 1998-1999
[11 folders]
[Some of the records concern planning for a charitable choice conference, at which Denise Francis presented, and the identification of faith-based funding resources. A travel requisition and voucher are included.]
[Folder 1 contains possibly excepted information: e-mail address and notes]
[Folder 2 contains possibly excepted information: home address and telephone number of a public employee, agency memoranda]
[Folder 6 contains possibly excepted information: account number; social security numbers and home address of a public employee]
[Folders 6-11 contain possibly excepted information: agency memoranda]
General funding resources, 1997-1998
[Contains possibly excepted information: account number]
Cameron Morgan, cases completed for Ron, 1999
[2 folders]
[Folder 1 contains possibly excepted information: e-mail addresses, privacy]
Hayley Waters, Grants Fellow, casework, 4th Quarter, 1999
[18 folders]
[Folder 3 contains possibly excepted information: agency memorandum]
[Folders 8-10 contain possibly excepted information: e-mail addresses]
[Folder 8 contains possibly excepted information: privacy]
[Folder 10 contains possibly excepted information: information regarding family member of public official or employee]
[Folder 11 contains possibly excepted information: possible home address of state employee]
[Folder 16 contains possibly excepted information: account number]
Box
2002/151-1818 Jennifer Fisher:
Casework, agriculture products, 1998
Casework, closed, 1998-1999
[24 folders]
[materials are in roughly reverse chronological order]
[Folders 1 - 5, 7, 8, 10, 11, 13, 14, 20 contain possibly excepted information: e-mail addresses]
[Folder 1, 5-6, 14-15, 20-21, 23 contains possibly excepted information: account number]
[Folder 2, 4 contains possibly excepted information: agency memorandum]
[Folder 3, 4, 7, 10, 11 contains possibly excepted information: privacy]
[Folder 7 contains possibly excepted information: social security number]
[Folder 9 contains possibly excepted information: communication between a citizen and a legislator]
[File 22 contains correspondence assigned the following unique number: 9804130176]
Casework, closed cases, February-May, 1999
[12 folders]
[Folders 1-12 contain possibly excepted information: e-mail addresses]
[Folders 1, 3, 9 contain possibly excepted information: agency memorandum]
[Folder 2 contains possibly excepted information: family information and e-mail address of a state employee]
[Folders 4-5, 12 contain possibly excepted information: privacy]
[Folder 7 contains possibly excepted information: home address, family information, and telephone number of a Department of Public Safety officer]
Casework, cases closed, 4th quarter, 1999
[8 folders]
[Folders 1-8 contain possibly excepted information: e-mail addresses]
[Folders 2, 5, 7 contain possibly excepted information: privacy]
[Folder 3 contains possibly excepted information: home address and telephone number of public official or employee, agency memorandum, account number]
Ron Ayer (and a variety of interns):
[Ron Ayer's responsibilities were initially agriculture, business development, disabilities, economic development, housing and homeless issues, telecommunications, and transportation. By 1999 his responsibilities had evolved into disabilities, homeless issues, mental health, and telecommunications, in addition to reviewing grant proposals and conducting grant writing training workshops.]
Casework, closed FY 2000, 1999-2000
[39 folders]
[The first page bears the notation "entered in db [database] 12/9/99."]
[Folders 1, 3, 9, 11-18, 20, 25, 32-34, 36-38 contain possibly excepted information: e-mail addresses]
[Folder 1 contains possibly excepted information: agency memoranda]
[Folders 1, 3, 18-19, 32, 37 contain possibly excepted information: privacy]
[Folders 2, 38 contain possibly excepted information: account number]
[Folders 11-12, 14-16, 26, 31, 36-39 contain possibly excepted information: agency memoranda]
[Folders 19 and 37 contain possibly excepted information: social security numbers]
[Folder 5 contains correspondence assigned the following unique number: 9911010088]
Casework through the end of FY '00, 2000
[Folders 1-22 of 44]
[Note: These folders contain a large number of addresses photocopied from oversized mailing envelopes.]
[Folders 1-2, 4, 7, 10-12, 18, 19-22 contain possibly excepted information: e-mail addresses]
[Folders 3-4, 10 contain possibly excepted information: social security numbers]
[Folders 7, 17, 19, 22 contain possibly excepted information: privacy]
[Folders 8, 11-12, 14, 18, 22 contain possibly excepted information: agency memoranda]
[Folder 16 contains possibly excepted information: agency memoranda]
[Folder 18 contains possibly excepted information: home address and telephone number of a peace officer]
[Folder 20 contains possibly excepted information: legislator's correspondence with Texas citizen]
Casework through the end of FY '00, 2000
[Folders 23-44 of 44]
[Files 23-25, 31-32 contain a section of Tom Adams' correspondence, dating 1991-2000. Much of the content concerns a Senate committee's interest in councils of government, the Texas Department of Transportation and its challenge to indirect cost recovery, and uniform grant and contract management standards. This material is distinctly different from the casework found elsewhere in the file, but there are occasional indications on post-it notes that some of this information was directed to Ron Ayer. In files 25-44 Ron Ayer is largely absent and Grants Analyst Joe Castillo and staff member Susan Walch appear. A few notes indicate that some of the correspondence was being sent to Mary Helen Rositas for filing. Folder 32 contains a press release and speech by Governor Bush]
[Folders 26, 30-32, 37-39, 41-44 contain possibly excepted information: e-mail addresses]
[Folder 24, 42 contains possibly excepted information: agency memoranda]
[Folders 24, 26, 33, 43 contain possibly excepted information: agency memoranda]
[Folders 34, 42 contain possibly excepted information: privacy]
[Folder 36 contains possibly excepted information: family member of public official or employee]
[Folder 38 contains possibly excepted information: correspondence of a citizen with a legislator]
Box
2002/151-1819 Re: Ron Ayer's review of grant proposals for the Coastal Area Health Education Center, 1999
[7 folders]
[Folder 2 contains possibly excepted information: home address and telephone number of public official or employee, e-mail address]
AISD [Austin Independent School District], June 2000
[2 folders]
[Contains a partial grant proposal, probably involving Ron Ayer]
RA [Ron Ayer]; 1st 2000; ct: 79, casework in database (December 1, 1999), 1999
[21 folders]
[Folders 1, 3-9, 18, 21 contain possibly excepted information: e-mail addresses]
[Folder 1 contains possibly excepted information: agency memoranda, account number]
[Folders 2, 9, 10 contain possibly excepted information: privacy]
[Folders 3, 12, 17 contain possibly excepted information: agency memoranda]
[Ron Ayer?] Casework, ongoing or on hold, 1999-2000
[12 folders]
[Folders 1-4 contain possibly excepted information: home address and telephone number of public official or employee]
[Folders 2-8, 11 contain possibly excepted information: e-mail address]
[Folder 5 contains possibly excepted information: agency memoranda]
[Folders 7-8 contain possibly excepted information: account number]
Yodit Beyene: Yodit casework, Grants Fellow, FY '00, 2000
[Folders 1-4 contains possibly excepted information: agency memoranda]
[Folders 1-2 contain possibly excepted information: e-mail address]
[Folder 3 contains possibly excepted information: social security number, account numbers]
TA:
[Note: TA may stand for Tom Adams but, since there is little evidence of Tom Adams in the files and no other obvious source for the abbreviation, the abbreviation must stand.]
TA, 1st 2000; CT: 9; $4.8 million, 1999
[6 folders]
[Folders 4-5 contain possibly excepted information: agency memoranda]
[Folders 5-6 contain possibly excepted information: e-mail addresses]
[Folder 6 contains possibly excepted information: agency memoranda]
TA, May-October, 2000
[6 folders]
[Folder 3 contains possibly excepted information: e-mail addresses]
[Folder 4 contains possibly excepted information: agency memoranda]
[Folder 5 contains possibly excepted information: e-mail address, agency memoranda]
Rep./Dr. Glaze, June 2000
[Contains possibly excepted information: e-mail addresses]
Elderberry [re: Texas Department of Health innovation grants], June 2000
[7 folders]
[Folders 5-6 contain possibly excepted information: e-mail addresses]
Texas International Partnership, Inc., 1998
Rita Stephan unfinished casework, 2000
[2 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
[Folder 2 contains possibly excepted information: account number]
Records of assistance to regional planning commissions, 1967-1999,
3.25 cubic ft.
The materials document the activities of the administrations of all Texas governors from John Connally to George W. Bush in the origination, development, and functioning of Texas' regional assistance funding program and regional planning commissions. (The regional planning commissions are also referred to as regional councils of governments, councils of governments, development councils, and associations of governments.) Records include correspondence, memoranda, memoranda of agreement, printed materials, executive orders (one with an original seal and signature of Dolph Briscoe), reports, publications, bill copies, bylaws, policies and procedures, publications, drafts, budgets, legislative records, speeches, opinions, clippings, organization charts, and a single 3.5-inch floppy disk dating 1967 to 1999. Records were maintained by the Grants Team in the Texas Office of the Governor's Budget and Planning Office during the tenure of George W. Bush. Staff member Tom Adams figures prominently in the records from the 1990s.
Initial records contain Governor Connally's founding executive order, materials concerning founding and governing legislation, Attorney General opinions, speeches, early policies and procedures, proposals and rationales, and reports concerning the origination and early years of the regional council/commission system and its relationship to the HUD (U.S. Department of Housing and Urban Development) 701 program. The next section of records, the redelineation files, concern the biennial reviews, beginning in 1971, of state planning region boundaries by the Governor's Office. A significant portion of the redelineation files concern a 1975 meeting held in Crowell, Texas on the subject of the potential reorganization of regional associations affecting a number of North Texas counties. Other materials, found in the files titled 388.16 Consultants findings, 1968, discuss comprehensive health planning and the development of the Interagency Health Planning Commission, concepts furthered by the recent creation of the regional planning councils. The section of general files contains information about or concerning all of the regional planning councils, such as issues regarding funding allocation formulas, general correspondence, and requests for project funds as well as copies forms for requesting funds and the 1996 quarterly/annual reports for all of the councils.
The final section of records consists of files for each of the individual planning councils. The files generally include reports, correspondence, bylaws, and other information submitted to enable the councils to receive state planning assistance funds. The bodies represented include Alamo Area Council of Governments, Ark-Tex Council of Governments, Brazos Valley Development Council, Capitol Area Planning Council, Central Texas Council of Governments, Coastal Bend Council of Governments, Concho Valley Council of Governments, Deep East Texas Council of Governments, East Texas Council of Governments, Golden Crescent Council of Governments, Heart of Texas Council of Governments, Houston-Galveston Area Council, Lower Rio Grande Valley Development Council, Middle Rio Grande Valley Development Council, North Texas Council of Governments, Panhandle Regional Planning Commission, Permian Basin Regional Planning Commission, Rio Grande Council of Governments, South East Texas Regional Planning Commission, South Plains Association of Governments, South Texas Development Council, Texoma Council of Governments, West Central Texas Council of Governments, and West Texas Council of Governments.
Program History
The authority to establish regional planning commissions in Texas was initiated by House Bill 319, 59th Legislature, Regular Session, in 1965. The state's interest in recognizing regional councils as political subdivisions stemmed from national legislation permitting federal agencies to contract with or provide grants, often in the form of matching funds, to public bodies to perform certain governmental services (see United States Bureau of the Budget Circular A-80), thereby bringing additional federal funds into the state. In 1967, for the 1968-1969 biennium, the Texas Legislature appropriated $250,000 in general support of regional council comprehensive planning activities. The funding program was to be called the State Planning Assistance Grant Program and the monies were allocated as block grants which could be used for any legal purposes of the regional councils. Eighteen organizations qualified for such grants during 1968 and funds were used for programs including cooperative purchasing, land use studies, economic base and population studies, planning for law enforcement and training local officials, and regional plans for water and sewage needs.
During 1967 and 1968 the Governor's Division of Planning Coordination, assisted by a consulting firm, delineated the state into multi-county regions that exhibited common economic, social and historic ties. As a result, in December 1968 Governor Connally established 21 multi-county regions, called State Planning Regions, which provided a framework for the coordination of functional planning activities of state agencies and a guide to state and federal agencies in developing regions for the delivery of services. The State Planning Region boundaries were used by the governor in approving the boundaries of regional councils. (The regional planning commissions have been known as regional councils of governments, councils of governments, development councils, and associations of governments.)
The 61st Legislature (Senate Bill 547, Regular Session, 1969) amended the statute governing the planning councils by: defining a comprehensive development planning process; recognizing regional councils as political subdivisions of the state; permitting regional councils to perform services for member governments by contract; authorizing them to acquire real and personal property; increasing the State Planning Assistance Grant Program to $1.3 million for the state biennium; modifying the funding formula to include a base grant of $10,000 to each qualifying regional council, plus $.05 per capita for all population over 100,000; and permitting them to cooperate on an interstate or international basis with the permission of the governor.
The 62nd Legislature again amended the statutes in 1971 (Senate Bill 242, Regular Session) to provide for: stronger and more comprehensive review and comment procedures on government applications for federal and state assistance; the loan of government employees to regional councils; participation in certain public retirement systems by employees of regional councils; an increase in the percentage of elected officials required on commission boards from 51% to 66.66%; a biennial review of state planning region boundaries by the Governor's Office; further guidelines and technical assistance to be provided by the Governor's Office; and the raising of state financial assistance to $3.2 million for the biennium.
Since the establishment of the State Planning Assistance Grant Program, the Governor's Office, originally through the Division of Planning Coordination, has been charged by the Texas Legislature with the administration of the program. At the time of writing, the program is administered by the Grants Team, a major subset of the Texas Governor's Budget and Planning Office. The team monitors the federal, state, and private funding information resources and alerts state agencies, non-profit organizations, units of local government and other entities to funding opportunities.
Arrangement
In the course of preparing the records for research, the records were found to have small sections of remaining discernible order. While retaining the original overall structure, the materials have been arranged by State Archives staff as follows to provide more efficient access: 1) files regarding the development and early years of the state planning assistance program, 2) files on the redelineation studies that occurred in the 1970s, 3) general files applying to all councils of government during the 1980s and 1990s, and 4) files of the individual planning councils/councils of government in alphabetical order. The majority of the files in the first two sections of the records bear the remains of a numbering system that may reflect the original filing system.
Preferred Citation
(Identify the item), Records of assistance to regional planning commissions, Texas Governor George W. Bush Budget and Planning Office Grants Team records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, account numbers (V.T.C.A., Government Code, Section 552.136) and home addresses and personal family information of government employees and officials (V.T.C.A., Government Code, Section 552.117), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
Records contain information on a 3.5-inch computer disk. Researchers wishing to view any of the information on the disk should consult with Archives staff and be aware that these disks may or may not still be readable. Some information on the disks may be exempted from disclosure under the Texas Public Information Act.
Processed by
Nancy Enneking, February 2004
Box
2002/151-162 Development and early years
Policies and procedures:
Loose materials, 1968, 1983, 1998
Policies and procedures governing State of Texas grants to metropolitan and rural regional planning commissions:
338.61
Regional council role in interlocal contracting study, 1972
[2 folders]
FY 1969, September 15, 1968
FY 1971, September 1, 1970
FY 1974, September 1, 1973
FY 1975 [Handbook for Administration of State Planning Assistance Grants], undated
338.61
Regional council role in interlocal contracting study, 1972
[2 folders]
Subregion study, 1973
[2 folders]
State assistance allocations, 1976-1979
Memorandum, establishment and use of state planning regions, Governor John Connally, December 16, 1968
Establishment and use of state planning regions, Governor John Connally, 1968, 1979
Planning region analyses, 1968-1975, undated
[2 folders]
Box
2002/151-163 358.31
Article 4413 (32a) DPC legislation, 1975
[3 folders]
386.21
Article 1011m V.A.C.S., 1967, 1971-1973, undated
[9 folders]
Redelineation studies
371.91
Background, state administration, 1972-1975, undated
[5 folders]
373.45
Merger of CTEDD, CTCOG, and HOTCOG, [Central Texas Economic Development District, Central Texas Council of Governments, and Heart of Texas Council of Governments] 1968-1969, 1971, 1973
[6 folders]
386.21
Correspondence and status reports, 1973, 1975-1976, undated
[3 folders]
386.31
Project proposal, 1975
387.13
Crowell invitation letters, June 10, 1975
[9 folders]
387.14
Crowell invitation [rescheduling the June 10th meeting], July 2, 1975
[6 folders]
387.15
Crowell - local officials' response, 1975
387.16
Crowell meeting report, 1975
Crowell study, rural COG's [Councils of Government], 1975
[8 folders]
387.18
Crowell, research and analysis, 1975, undated
[11 folders]
387.21
Jeff Davis, correspondence and status reports, 1975
Redelineation study, 1975
[2 folders]
388.16
Consultants findings, 1967-1968
[12 folders]
388.31
Executive order, 1973, 1975
[2 folders]
Meeting, Erath County, 1979
[4 folders]
[Folder 2 contains possibly excepted information: home address of public official or employee]
388.56
Background material, general and subregion study, 1968-1973
[4 folders]
Alamo [Alamo Area Council of Governments] data, 1973
[10 folders]
Central Texas data, 1973
[2 folders]
North Central Texas data, 1973
[4 folders]
Summary of the delineation of planning regions in the state of Texas, 1975
General files
Council of Governments' funding information, 1983, 1986-1988, 1991-1992, 1995-1996
[7 folders]
Box
2002/151-164 1990 State assistance, 1988-1990
[8 folders]
1991 State assistance grants, 1988-1991
[6 folders]
Texas COG's, state planning assistance, 1993-1994
[4 folders]
State planning assistance, 1996-1997
[4 folders]
1998 State assistance packet, 1997-1998
[3 folders]
1999 State planning assistance, 1998-1999
[3 folders]
1996 Council of Governments annual performance reports, 1996-1997
[34 folders]
White paper: The Role and Responsibilities of Texas' COG's in Regional Comprehensive Planning, 1998
Individual regional planning commissions
Alamo Area Council of Governments [AACOG]:
1995 State assistance, 1995-1996
1994 State assistance, 1994
Quarterly reports, 1994-1995
Bylaws, 1967, 1970, 1978
[2 folders]
Ark-Tex Council of Governments [ATCOG]:
Organizational information, 1987-1979
Bylaws, 1966, 1972, 1975-1976, 1995
[2 folders]
Ark-Tex Council of Governments, 1998
[2 folders]
[Folder 2 contains possibly excepted information: account number]
Brazos Valley Development Council [BVDC]:
Organizational information, 1969-1970, 1972-1974, undated
[6 folders]
[Consists exclusively of versions of bylaws and amendments]
1994 State assistance, 1994-1995
[2 folders]
1995 State assistance, 1996
Quarterly reports, 1993, 1995
[2 folders]
Brazos Valley Council of Governments, 1998
Capitol Area Planning Council [CAPCO]:
CAPCO, 1996
Quarterly reports, 1993-1994
1994 state assistance, 1994
Organizational information, 1970, 1980, 1983
[5 folders]
Central Texas Council of Governments [CTCOG]:
CTCOG, 1996
[Contains possibly excepted information: account number]
Bylaws, 1969
[2 folders]
1994 State assistance
[empty folder removed]
1990 State assistance, 1989-1991
[4 folders]
Coastal Bend Council of Governments [CBCOG]:
1994 State assistance, 1994-1995
[3 folders]
1993 State assistance, 1993
[2 folders]
Organizational information, 1971, 1974, 1983
[10 folders]
Box
2002/151-165 Quarterly reports, 1994-1995
[5 folders]
CBCOG, 1998
Concho Valley Council of Governments [CVCOG]:
1995 State assistance, 1995-1996
1994 State assistance, 1994
Bylaws, 1968-1969, 1971, 1974
Organizational information, 1982
[2 folders]
Quarterly reports, 1993
EDA [Economic Development Act] letter, 1993, 1995-1996
CVCOG, 1998
Deep East Texas Council of Governments [DETCOG]:
Quarterly reports, 1996
Complaints, 1989
[2 folders]
Organizational information
[empty folder removed]
Bylaws, 1972-1973, 1979, 1982
[3 folders]
State assistance grants, 1988, 1989, 1991
[3 folders, all empty, removed]
State planning assistance, 1993
1994 State planning assistance, 1994
1996 State planning assistance, 1996
East Texas Council of Governments [ETCOG]:
ETCOG, 1995-1996
State assistance, 1994
1995 State assistance, 1995-1996, 1998
Consultants contracts, 1979
Quarterly reports, 1992-1993
Annual report, 1997
Organizational information, 1982
[5 folders]
[Folder 4 contains possibly excepted information: homes addresses and personal information of public officials or employees]
Bylaws, 1970
Golden Crescent Regional Planning Commission (aka Golden Crescent Council of Governments):
Quarterly reports, 1993
1994 State assistance, 1994-1995
1995 State assistance, 1995
Organizational information, 1983-1984
[3 folders]
Bylaws, 1972-1975
Heart of Texas Council of Governments [HOTCOG]:
Accomm. [sic] request, 1997
[2 folders]
Quarterly reports, 1993
Cognizant agency, 1987, 1994-1995
Organizational information, 1976
1994 State assistance, 1994-1995
1995 State assistance, 1995-1996
Houston-Galveston Area Council [HGAC]:
HGAC, 1998
Organization and bylaws, 1971, 1988
[2 folders]
Lower Rio Grande Valley Development Council:
Quarterly reports, 1996
Organization information, 1967, 1972
Middle Rio Grande Development Council [MRGDC]:
MRGDC, 1995-1996
[6 folders]
Quarterly reports, 1993-1995
[3 folders]
Organizational information, 1983
[2 folders]
[Folder 2 contains possibly excepted information: home addresses of public officials or employees]
Bylaws, [1976]
1994 State assistance, 1994-1995
North Central Texas Council of Governments [NCTCOG]:
State assistance, 1994-1995
Quarterly reports, 1992-1994
Organizational information, 1980, 1993-1995
[2 folders]
Bylaws, undated
Nortex [North Texas] Regional Planning Commission:
Quarterly reports, 1992-1994
1994 State assistance, 1994
Bylaws, 1968
Panhandle Regional Planning Commission [PRPC]:
Quarterly reports, 1990-1992
Annual report, 1994
Bylaws, 1971, undated
State planning assistance, 1983, 1993-1994, 1998
[2 folders]
Permian Basin Regional Planning Commission [PBRPC]:
State planning assistance, 1994
Quarterly reports, 1995-1996
[6 folders]
Annual report, 1994-1995
[2 folders]
Annual audit, 1995
Articles of agreement and bylaws, 1971
Rio Grande Council of Governments, 1994-1998
[4 folders]
South East Texas Regional Planning Commission, 1974, 1993-1994, 1996, 1998-1999
[4 folders]
South Plains Association of Governments, 1981-1983, 1992-1996
[4 folders]
South Texas Development Council:
Audit report, 1994-1995
Quarterly reports, 1995, 1998
[3 folders]
Bylaws, 1970-1971
[2 folders]
Texoma Council of Governments, 1993-1996, 1998
West Central Texas Council of Governments, annual audit report, 1994-1996, 1998
West Texas Council of Governments, 1974, 1987
Training files, 1998-2000,
2 cubic ft.
The Governor's Office of Budget and Planning State Grant Writing Team provides grant proposal writing training to state agencies, political subdivisions of the state, and other entities on a cost recovery basis. The Grants Team's proposal writing training workshop is designed to familiarize novice and intermediate-level proposal writers with the various aspects of proposal writing: researching funding--federal, state, and private; how to plan projects that meet agency goals and constituency needs; and the "how-to's" on writing successful grant applications.
Files contain correspondence, Letter Agreements for Services, travel requisitions, programs, printed materials, evaluations, request for training forms, etc. and training performance measures and other manuals and reports documenting training workshops given around Texas from 1998 to 2001. It is not known if the records are complete, or if they include all workshops from that time period.
Arrangement
These records are arranged by the creating agency by training session, then fiscal year quarter.
Preferred Citation
(Identify the item), Training files, Texas Governor George W. Bush Budget and Planning Office Grants Team records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
Because of the possibility that portions of these records fall under Public Information Act exceptions, but not limited to, agency memoranda and working papers (V.T.C.A., Government Code Section 552.111); e-mail addresses (V.T.C.A., Government Code Section 552.137); social security numbers (V.T.C.A., Government Code Section 552.147); financial information (V.T.C.A., Government Code Section 552.136), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P. O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (https://www.tsl.state.tx.us/requestgovernorbushrecords.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information requested. (Note: The Governor's Office has requested that the State Archives contact the Public Information Coordinator for the Governor's Office when we receive a Public Information Act request for these records.) If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.
[Note: The majority of the files contain working papers, possibly excepted from disclosure, and Comptroller payee numbers on purchase vouchers (V.T.C.A., Government Code Section 552.111 and 552.147, respectively). Because these items are present in the majority of folders, they are not individually marked as confidential in the folder inventory.]
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
Records contain information on 3.5-inch computer disks. Researchers wishing to view any of the information on the disks should consult with Archives staff and be aware that these disks may or may not still be readable. Some information on the disks may be exempted from disclosure under the Texas Public Information Act.
Processed by
Jessica Tucker, October 2011
Box
2002/151-1820 FY 2001, 1st Quarter:
Austin Families Inc. October 10-12, 2000
[2 folders]
[Both folders contain possibly excepted information: e-mail addresses]
Texas Commission on Volunteerism and Community Service, October 2, 2000
North Texas Center for Nonprofit Management, September 19-20, 2000
[2 folders]
[Folder 1 contains possibly excepted information: financial information]
[Folder 2 contains possibly excepted information: e-mail addresses]
Community Resource Coordination Groups Statewide Conference, October 4, 2000
Texas Southern University, September 27-28, 2000
[2 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
Lamar State University, Orange, November 1-2, 2000
[2 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
National Hispanic Institute, Lubbock, October 27, 2000
[Contains possibly excepted information: e-mail addresses]
Lubbock Independent School District, November 30-December 1, 2000
[Contains possibly excepted information: e-mail address and financial information]
Writing to Win, undated
[3 folders]
FY 2000, 1st Quarter:
Lubbock Independent School District, October 13-14, 1999
[2 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
Southern Methodist University, Dallas, September 16-17, 1999
[2 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
Regional Network for Children, September 14, 1999
Pecos Valley RC&D, November 8-10, 1999
University of Houston, Edna, November 16-17, 1999
[3 folders]
[Folders 1 and 2 contain possibly excepted information: e-mail addresses]
[Folder 3 contains possibly excepted information: social security numbers and financial information]
Center for Rural Health Initiatives, Plainview, October 5-7, 1999
[2 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
Center for Rural Health Initiatives, Lufkin, September 28-30, 1999
Office of the Attorney General, Austin, September 28-30, 1999
Monahans Workshop, November 8-9, 1999
Lufkin - East Texas Memorial, September 28-30, 1999
[Contains possibly excepted information: e-mail addresses]
Dallas, Southern Methodist University Workshop, September 16-17, 1999
FY 2000, 2nd Quarter:
Charter Schools, January 17, 2000
Office of Colonia Initiatives, El Paso, January 12-13, 2000
Sam Houston State University, Huntsville, January 25-27, 2000
[2 folders]
[Folder 2 contains possibly excepted information: financial information]
Center for Volunteerism and Nonprofit Management, El Paso, February 2000
Texas Southern University, February 4, 2000
[Contains possibly excepted information: e-mail addresses]
STC [School-to-Careers], Houston, February 3, 2000
STC, San Antonio, February 16, 2000
FY 2000, 3rd Quarter:
Texas A&M University, Commerce, February 25, 2000
Stephen F. Austin University, April 26-28, 2000
Sam Houston State University, March 22-23, 2000
Office of Colonia Initiatives, Eagle Pass, March 7-8, 2000
[2 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
Office of Colonia Initiatives, Corpus Christi, May 14-15, 2000
[Contains possibly excepted information: e-mail addresses]
Education Service Center, Amarillo, May 31-June 1, 2000
[Contains possibly excepted information: e-mail addresses]
Texas Juvenile Probation Commission, Austin, March 1-3, 2000
STC Workshops, February-March, 2000
Bill Blackwood Law Enforcement, March 22-23, 2000
[Contains possibly excepted information: e-mail addresses]
FY 2000, 4th Quarter:
Girl Scouts, Houston, June 13-14, 2000
STC, Contract and Forms, October 1999-August 2000, undated
[2 folders]
[Folder 1 contains possibly excepted information: financial information]
FY 1999, 1st Quarter:
Victoria Workshop, November 12-13, 1998
LBJ [Lyndon Baines Johnson], November 20, 1998
Lamar-Orange, September 17-18, 1998
Texas Homeless Network, October 23, 1998
El Paso 99, November 16-17, 1998
Wichita Falls Workshop, November 4-5, 1998
[2 folders]
State Recycling Conference, October 13, 1998
Capitol Area Planning Council, Austin, October 19-20, 1998
Golden Crescent Regional Planning Commission, Victoria, October 19-21, 1998
El Paso Workshop, November 18, 1998
Orange Workshop, September 19, 1998
FY 1999, 2nd Quarter:
Region 16 Education Service Center Workshop, Amarillo, February 23-25, 1999
[1-2 of 3 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
[Folder 2 contains possibly excepted information: financial information]
Box
2002/151-1821 Region 16 Education Service Center Workshop, Amarillo, February 23-25, 1999
[3 of 3 folders]
Texas Southern University, February 1, 1999
Texas Cancer Council, December 1-2, 1998
[2 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
Texas Department of Protective and Regulatory Services, San Antonio, February 9-11, 1999
Mayors Gang, Houston, February 4-5, 1999
San Antonio Workshop, February 8, 1999
San Antonio Workshop, February 11, 1999
Houston Workshop, February 5, 1999
Governor's Conference on Aging, December 2, 1998
Texas Community Network, Hyatt Regency, Austin, December 15, 1998
[Contains possibly excepted information: e-mail addresses]
School to Careers, December 4, 1998
Comal County Funding Workshop, February 4, 1999
FY 1999, 3rd Quarter: (March 1, 1999 - May 31, 1999)
Alpine Workshop, March 23-24, 1999
[3 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
Alvin Workshop, March 1-2, 1999
[2 folders]
University of Texas Police Department Workshop, March 30, 1999
[2 folders]
Lamar, May 26-27, 1999
Central Texas College, Killeen, March 3, 1999
[2 folders]
Texas Department of Housing and Community Affairs [TDHCA], May 10-11, 1999
[2 folders]
Austin Police Department, May 24, 1999
Senator David Cain, March 15, 1999
Texas Association of Counties, March 1, 1999
Charter School Conference, April 8, 1999
FY 1999, 4th Quarter:
Beeville - Rural Health Grants Workshop, Center for Rural Health Initiatives, August 25-27, 1999
[2 folders]
[Folder 1 contains possibly excepted information: e-mail addresses]
Center for Rural Health Initiatives, San Angelo Workshop, July 19-21, 1999
[2 folders]
[Folder 2 contains possibly excepted information: e-mail addresses]
TCADA Workshop, July 16, 1999
[Contains possibly excepted information: e-mail addresses]
El Paso Community Development Workshop June 23-24, 1999
[Contains possibly excepted information: e-mail addresses]
TDHCA, Odessa, November 12-13, 1999
[empty folder removed]
TCADA, July 14-15, 1999
Kurt A. Jobe, American Institute for Learning, July 16, 1999
University of Texas Pan-American, July 21-23, 1999
TDHCA, Midland, July 6-7, 1999
Capital Area Planning Council, August 19, 1999
FY 1998, 1st Quarter:
Aransas County Counseling, Rockport, September 5-6, 1997
[Contains possibly excepted information: e-mail addresses]
Region 20 Workshop, November 19, 1997
Weslaco, Texas Workshop, October 24, 1997
FY 1998, 2nd Quarter: Edinburg Workshop, January 28-29, 1998
[Contains possibly excepted information: e-mail addresses]
FY 1998, 3rd Quarter:
Alvin, March 1-2, 19998
[Contains possibly excepted information: e-mail addresses]
Victoria Workshop, March 30, 19998
Tyler Workshop, May 13-15, 19998
[Contains possibly excepted information: e-mail addresses]
Killeen Workshop, March 18, 19998
Edinburg, May 28, 1998
FY 1998, 4th Quarter:
Edinburg, Texas Workshop, July 8-10, 1998
[Contains possibly excepted information: e-mail addresses]
Borger, Texas Workshop, June 25-26, 1998
[Contains possibly excepted information: e-mail addresses]
Brownsville Workshop, June 1-2, 1998
National Forum for Black Public Administrators, June 18, 1998, July 14, 1998, undated
Texas Cancer Council, June 11, 1998
TCADA, Lubbock, July 9-10, 1998
TCADA, Longview, July 16-17, 1998
[Contains possibly excepted information: financial information]
Catherine Gorham, TCADA, July 20-21, 1998
FY 1997, 2nd Quarter: Laredo Workshop, February 19-20, 1997
FY 1997, 3rd Quarter:
Temple Workshop, April 15-16, 1997
University of Texas Employee Assistance Program Workshop, Austin, May 22-23, 1997
Abilene Workshop, April 23-24, 1997
City of Austin Workshop, undated
[empty folder removed]
City of Houston Workshop, March 13-14, 1997
Georgetown Workshop, May 27-28, 1997
Goliad Workshop, May 6-7, 1997
Texas Department of Protective and Regulatory Services, April 1-3, 1997
Victoria College, March 3-4, 1997
Prairie View, March 11-12, 1997
FY 1997, 4th Quarter:
El Paso Workshop, June 13, 1997
Common Fire Protection, August 27-29, 1997
[Contains possibly excepted information: e-mail addresses]
McAllen Workshop, June 9-11, 1997
Agency strategic plans and reports, 1995-1996,
0.4 cubic ft.
As one of its responsibilities, the Grants Team was to collect and analyze performance data from agencies on maximizing federal funds. In 1996, this responsibility was partially met by the requirement that, as a part of the statewide governmental strategic planning process, all Texas state agencies were to submit quarterly federal funds financial reports and one copy of their 1997-2001 strategic plan to the Grants Team and three copies to the larger Budget and Planning Office. Records are agency strategic plans, quarterly federal funds financial reports, and state agency evaluations for federal funds assistance, with accompanying memoranda and correspondence, dating 1995 and 1996, maintained by the Texas Governor's Budget and Planning Office's Grants Team during the term of George W. Bush. The strategic plans and quarterly reports described here cover state agencies in an alphabetic range from G to La. The location, and/or existence, of the alphabetic sections A to G and La to Z is unknown.
Arrangement
The records were found in partial alphabetical order by agency. While preparing the records for research, all of the agency files were placed in alphabetical order by State Archives staff to provide consistency.
Preferred Citation
(Identify the item), Agency strategic plans and reports, Texas Governor George W. Bush Budget and Planning Office Grants Team records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
None.
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
None.
Processed by
Nancy Enneking, March 2004
Box
2002/151-1822 General Land Office, 1995-1996
[4 folders]
Health, Department of, 1996
[4 folders]
Higher Education Coordinating Board, 1996
[2 folders]
Historical Commission, 1996
[2 folders]
Housing and Community Affairs, Texas Department of, 1996
[2 folders]
Human Rights, Commission on, 1995-1996
Incentive and Productivity Commission, 1995-1996
[2 folders]
Information Resources, Department of, 1996
[2 folders]
Insurance Council, Office of Public, 1996
Department of Insurance, 1996
Jail Standards, Texas Commission on, 1995-1996
[2 folders]
Judicial Conduct, State Commission on, 1996
Judicial Probation Commission, 1996
Law Enforcement Officer Standards and Education, Texas Commission on, 1996

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Publications, 1995-2000,
0.2 cubic ft.

During Texas Governor George W. Bush's term, the Texas Office of the Governor's Budget and Planning Office prepared the Governor's biennial budget recommendations to the Legislature, monitored state appropriations and operations, analyzed fiscal and economic issues, and studied property tax options. Materials consist of eight publications, dating 1995 to 2000, maintained in the Texas Office of the Governor's Budget and Planning Office during the terms of George W. Bush. The publications concern the Texas state budget proposed by the Governor to the 75th and 76th Legislatures, a budget policy message to the 74th Legislature in the form of a published speech by the Governor, statewide strategic planning elements from 1998 and 2000, and property tax relief.
Arrangement
These records remain in their original order.
Preferred Citation
(Identify the item), Publications, Texas Governor George W. Bush Budget and Planning Office records. Archives and Information Services Division, Texas State Library and Archives Commission.
Restrictions on Access
None.
Restrictions on Use
Most records created by Texas state agencies are not copyrighted. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
Technical Requirements
None.
Processed by
Nancy Enneking, March 2003
Box
2002/151-34 Setting Priorities, Getting Results: Governor's Proposed State Budget for the 2000-01 Biennium, Presented to the Seventy-Sixth Legislature in Regular Session, January 1999
Funding Effective Government: Proposed State Budget for the 1998-99 Biennium, Presented to the Seventy-Fifth Legislature in Regular Session, January 1997
Budget Policy Message to the Seventy-Fourth Legislature Assembled in Regular Session, February 15, 1995
Vision Texas: The Statewide Strategic Planning Elements for Texas State Government, 1998, 2000
Report of the Citizens Committee on Property Tax Relief, November 1996
Report of the Staff Work Group on Property Tax Relief, March 1996
Cutting Texas Taxes: A Plan to Reduce School Property Taxes, January 1997

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